Tag: leverage

Using AI to Automate Your Proposals

Using AI to Automate Your Proposals

Transcript

So what we’re gonna do today is we’re gonna go through, automating the process to send client proposals. And this is the process we use, and then I’m gonna share the, the spit draft as well. And then, there we go. So it starts with, there’s a couple of key pieces that you want to use when you’re creating your service catalog or when you’re looking to automate the process. And this is how we’re using AI in our agency. We’re really we’re looking at every stage of the the customer journey, and we’re seeing how we can automate or what we can automate.

And then we’re creating processes and systems around that. So, it starts with your service catalog. So this is an example of a service catalog from we swiped this from AWai.

So these these services are actually recommended based off of some study they they perform. So these are the top eighty, conversion copywriting services that they recommend.

So what we’ve done is we’ve we’ve taken these and we’ve, created a brief description about each one, including also what the final deliverable is, the price, and also the timeline.

So this is the first step that you would do to sort of automate the process. One thing to consider as well is, not just the service catalog, but if you have product ties services, then you can create a sort of a catalog of productized services as well. Right? That’s that’s really gonna speed things up.

I’ll include this list as well in the, in the prompt. Now once you have your list of, or your service catalog, the next step, of course, is your statement of work. So the statement of work that we pull from is actually Joe it’s the same one that she uses for Air Story. So it covers all the main pieces, the need, the solution, our services, our team engagement timeline fee, fee summary, payment schedule, next steps, terms and conditions, all all the good stuff.

Once you have your template, which, of course, this is available to everyone, the second step is getting ready for your discovery call. Now the one of the things you need to do is during your discovery call or you should do is use, consultative selling questions. And these are questions that are really gonna probe the prospect because you really wanna get in the mind, understand their their problem, the outcome they want, and you’re gonna use these to guide AI, to draft the, statement of work for you. Now I don’t know what tools everybody uses. We use Nota. I think it’s Nota, so I pronounce it. But in this, you can actually preprogram the the questions that you wanna use.

I did include in the resources action, a bunch of consultative quest selling questions that you can use as well. But in this tool, you can actually pre program them. So then when you’re doing the discovery call itself, these questions, will guide you because it, it, it is helpful, that you ask the, the consulted of selling questions in the same order as the statement of work. You know, you’re starting with the need, which is the problem, you’re agitating the problem.

So you’re you’re aligning the questions to the statement of work, and you’re you’re aligning the framework as well. Now, depending on the tool that you use, you can also program it to, spit out the summary. So when it transcribes the call, it will transcribe it around the that you answered. So you have a nice little package at the end that you can copy and paste and use for, use for the automation.

Now once you’re prepared for the, discovery call, you’re gonna go into the prompt. This is the prompt, and I’ll walk you through each step one at a time.

Essentially the prompt just matches the statement of work. It starts with the need.

The need is now this is important here. I know, a lot of students we struggle with or we wanna capture the voice of customer when we’re dealing the, the prospect after the discovery call. So we found that the best way to incorporate, voice of customer from, from the discovery called transcript is to pretend that you’re a journalist or ask AI to assume the role of a journalist, we found that once you ask Addis in that role, it’s really good at sort of connecting things and using the actual voice of customer in the data.

So the first step is this is called a a chain of thought prompt. So what we’re doing is we’re asking AI step by step to create each each section of the statement of work. So the first thing, of course, is you roll your journalists. The second one is is step one is the need.

We’re asking AI to craft a narrative using direct quotes from the client, during the discovery call, and we want it to outline the the client’s challenges, the solutions, then we go into instructions. Now, there’s a couple of fields here that you’ll wanna update before you use the prompt. The first one is to replace your name. There’s place holders here, of course, replace it with your name.

Replace the, business name with your company name, and, of course, the client as well. We’re gonna actually do a a real client that I had a call with today. Sean, I changed his name for confidentiality reasons, but I’m gonna use this prompt to create a proposal that we can send them to him afterwards as well.

Then we go into instructions.

This is I would suggest if you’re gonna customize this for your own needs is to keep all of all of the instructions to this point. If you wanna start tweaking it, you’ll you’ll build on this. If you wanna make the need section shorter, you’ll just adjust the number characters, if you wanna go for a different voice, this is really where you’re gonna start adding stuff.

Here’s the template, exact same template that Joe has inside of the, the statement of work.

And then, of course, here’s the transcript from the call that I had with the client, and I’ll I will do this with you guys in a second as soon as I I walk you through the process.

The second step is to create your services.

This is this is where the fun part happens. Now, because you have your service catalog here, What you’re gonna do is you’re gonna ask, and AI is really good at this. You’re gonna ask AI to write the need section of your proposal. And then based off what the client’s challenges and frustrations and goals were, AI is gonna analyze your service catalog. And AI is gonna recommend services that you offer to solve the client’s problems, and it’s gonna auto populate that for you.

That’s what you’re gonna achieve in step two. It’s gonna look at your database. You’re gonna upload it.

We included instructions as well. I suggest keeping these instructions because it’s very good at at looking at the client’s problems and then matching the the service and the solution. If you wanna tweak it again, just just continue after after this point. I do suggest we added some personalization.

So as you go through the prompt, it’s gonna it gets gonna use the client’s first name as if you’re having a conversation, and I’ll I’ll show you what I mean by that in a second. Then, of course, we have the template. So what AI is gonna do is AI is gonna look at your service catalog. It’s gonna pull the matching service, and then it’s gonna provide it’s gonna use the copywriting formula problem match take solution, followed by a benefit.

And that’s how it’s gonna present these services to the to the client in the proposal.

Then, of course, we have timeline. Now what’s cool about this is, same scenario. So AI is gonna look at the services recommended from your service catalog. So it’s gonna say, hey, you know, I recommend these many blog posts.

Then it’s gonna look at your service catalog and it’s gonna calculate how much what are we on right now? We’re on the we’re on the price. It’s gonna calculate the price and then it’s gonna update that section for you based off the price that you quoted. So when you do create your service catalog, everything hinges on this, I put a range because that’s what AWS has.

Just make sure you have one amount and always go on the high end, of course. Because AI is gonna use this data to populate the proposal, proposal for your statement of work.

Next section of the timeline, again, same scenario. It’s gonna look at your statement of work. It’s gonna create the timeline. It’s gonna look at how long each deliverable takes, and then it’s gonna add this to the proposal that we’re gonna create as well.

Here’s a quick snapshot of of the output that it’s gonna it’s gonna produce. And I guess we’ll do this real time as well. This is the need the solution, I suggest you you prepopulate this because it’s really gonna be about just a sort of a bullet point.

The services, it’s it’s gonna spit out something like this. It’s gonna follow the formula.

Our team, you wanna prepopulate this. Obviously, you don’t you don’t need I AI for this. Here’s the timeline. So what it did was it’s gonna look at each service.

It’s gonna recommend the landing page. Then it’s gonna look at the timeline And it’s gonna say, okay, you know what? It’s gonna take one to fourteen days based off what you inputted in your in your service catalog. Okay?

It’s gonna give a, sort of, eight to ten weeks a general, a general time frame, then it’s gonna look at budget, and it’s gonna produce a table. And again, it’s gonna take each deliverable. It’s gonna look at the price range or the rate that you you set in your service catalog, and then it’s gonna put match the number that it recommended and then also the final price as well. Payment schedule, these are things you can you can set up on your own next steps. These are general templates.

So what we’ll do now is we’ll go through each sort of step by step process, and I’ll show you how it works. So literally all you need to do is we’ve tested this across the board is just literally copy and paste.

Starting with, of course, go in, you wanna make sure that you replace your name. I did this. Make sure you place replace your company name. I did this and, of course, the client’s name. Then it’s just a matter of copying this over.

This is the transcript from the call. Now what you would do is I just put the script here, but depending on your tool, you would actually just go here and copy and paste the transcript.

As long as you follow the consultative selling questions, it’s gonna ask the questions in the same order, so it’s not gonna be not gonna be a problem. So we’ll go back.

Let me highlight everything.

Okay. We’ll go in, paste it in.

And it’s gonna analyze this. It’s gonna look at the and it’s gonna start crafting the story.

Now what’s cool is if you look at and I included I included the discovery call for you in the in the prompt. If you look at the transcript, and then you look at its output, it matched it word for word. Now, we’ve always struggled with that because AI is really hit and miss. For it to nail that, it’s the role of a reporter.

That’s that that’s what worked. And there’s a big difference if you if you look at this where I said role here, remove this, it’s gonna be hit and miss. But as soon as it thinks it’s a journalist and you can have fun with this too, you can say you’re you’re a journalist from wire magazine or or some other magazine that’s relevant to your client. It’ll take on that set, but it’s gonna look for accuracy and integrity, especially when it’s it’s, you know, it’s stringing sort of, words together or what the client says.

So if you read this, it’s it’s really well written. You know, it, Sean said captivating has challenged. The problem was manifested in the stark numbers around ten thousand monthly visitors. And barely fifty leads.

So it picks up on every point, pretty well. Then it follows the the template, of course. It it met us during, a mutual client. It’s interested in our services.

If you’re okay with this, you can you can redo it if you want. You can regenerate. It’s up to you. I usually just go with the first one.

Then when we go on to step two, step two is this is the fun part. So now that AI is looked at, the call transcript, it understands what what the client is after, the needs, the wants, the challenges, everything. Now we’re gonna ask AI to look at this data. We’re gonna upload our service catalog.

And what we’re gonna do is we’re gonna paste in the second prompt, and this is gonna tell AI to look at our status our our service catalog, I also want you to look at the transcript I uploaded, and then I want you to recommend services that I offer that are gonna solve the client’s needs. And I want you to continue using Sean to make it personal. So click that. It’s gonna analyze the data right now.

Which is really cool.

Here you go. And this has been spot on. It’s it’s recommended the same every single time.

And they’re tailored, you’ll notice it’s using the problematic State solution benefit. It actually highlights. And if you compare this to the transcript, it highlights his struggles directly.

Same thing every single time. It’s the SEO auto responder lead generation page. So it’s it’s been accurate it is good about this. And like I said, it does really personalize this, especially just saying Sean. It doesn’t say Sean Burns. It says Sean.

So if if you’re happy with this, you wanna regenerate. It’s up to you. You can add a service. But the next step I’m gonna do is I’m gonna go in, and I’m gonna look at the timeline.

So now that AI has recommended service that services that solve Sean’s problem, it’s gonna look at my service catalog, and it’s gonna look at the timelines that I suggested. Right? So I said right here is three to five days. And it’s gonna populate this based off of the the services that it recommends.

So in this case, I’m just gonna paste it in. It’s gonna look at the knowledge base again. How you know it’s working, and then it’ll start, it’ll start calculating it.

You know, break it down on phases. It’ll it’ll launch a a phase four for review. Same thing, everything will time. Sean’s feedback, then it’s gonna go in for the final step, which is your investment, the pricing. Now what it’s gonna do in this case, is it’s going to look at your service catalog and it’s gonna look at the price and it’s gonna pull the pricing from this. So I’m just gonna go in and I’m gonna Copy and paste it.

It’s analyzing everything again, making sure it’s there.

Now it’s not when I suggested to do the the pricing, it won’t, because I’m doing a range. I suggest when you do your your pricing stick to one, then it’ll calculate it. There’s an example of a calculating right here, depending on what it is, but that’s for you to try to try to stick to and then it’ll calculate the total here as well.

So now you have all the major parts, and then literally, it’s just a matter of going to the top. And if you’re happy with it, just take this and copy and paste it into your proposal.

Easy.

Your needs section and continue each point, copy and paste, copying and paste, and then print it, you may use a proposal tool or something. I we use right signature and, send it to the client for the sign off on it. That’s pretty much it. And then if, the the key, like I said, is really to make sure that your, your service catalog is the it’s it’s important to follow this framework.

This is your service. This is the final deliverable. Make sure that you include your price. And then, of course, your, your timeline. And just stick to one price as well. Put it on the high end. And, ideally, like I said, you wanna make sure that you if you can stick to product type services as well.

We did this as well with, GMB, which is a product high service that we offer. So it’s pretty easy. Every time we have a call, we just we just let AI in all that it’s for the specific prototype product type service, and then you can start whipping those out of ten templates as well.

Yeah, that’s it. Is there any questions that I can answer? Anyone miss I know a couple of people joined at the beginning. Did anyone miss anything at the beginning?

I I did, but I will watch the recording to catch the five minutes I missed.

Okay. It’s yeah. Just at the beginning, we went over. It starts with your service catalog.

And making sure that you you put every service that you offer. This I included this for everyone here, I’m gonna put this in the link as well. You can put it in the chat right now. But on the bottom, you’re gonna see the the templates.

There’s the service catalog word document. And there’s also, sorry, the statement of work word document, and there’s also the service catalog, as well. And then you can edit those, these are pretty good. It’s a good starting base anyways.

I we swiped this from AWS, as I mentioned. So these these are the services that were they recommended based off of a, study where they they interview businesses or whatnot. And these solved the the most challenges that businesses have. So it’s definitely a good starting point and includes everything from news releases to direct response and and recommended pricing and whatnot as well.

Now, and then we went over sort of the the template that you use for the need. We’re just using Joanna’s statement of work, framework. It’s it’s templated. It follows a formula.

And then, again, depending on, with the which tool, you use for your transcription. If you can align the call to consultative selling questions, then That’s ideal. And then just let AI, do its thing. Is there any any questions that I can answer on the process or the prompt itself?

Sorry. So this service catalog, this is just for AI’s use, or this is something that you also share with the client.

Well, it depends on how you you you wanna use it. Like, if you wanna list your services on the on your site, great.

It depends. Right? It it’s up to you. We use this for AI, specifically.

So it’s not, obviously, you wanna make sure you offer them, but some people have them on their website. Some people email directly to the client. In this case, because you’re using AI, it’s more of a customized quote, right, because it does align each service to to solve a specific problem of the client. Right? So it’s definitely customized. So it’s up to you. Okay.

You should have a list do you have a list of services right now that you that you have to open. Yeah.

Yeah.

Okay. Yeah. Same thing. Just format them. When you’re formatting it for automation, just just to make sure that you, like I said, you wanna include literally, say final deliverable, the price and timeline. And then AI is gonna use this to populate, and it’ll overlay, a copywriting formula.

Okay.

Okay. Is anyone using AI in their proposal process at all? No?

No. A little bit here and there.

But Okay.

Yeah. Read the, it’s really spot on. Like, I couldn’t especially when you get into the to the narrative, like compare and I did include this for you in the in the prompt so you can compare it. It’s spot on. Like, it’s it it nails it, especially when you say act as a journalist, it really wease it together.

And it does it well too. It sticks to the facts, and it doesn’t you, you know, Sean was upset about this. It just says says it’s very it’s it’s very factual, which I like. But if you wanna change your voice on that, you can you can do that as well, but make sure to stick that you’re to you’re a journalist that we we try copywriter We tried direct response, we tried everything, and it was just it never seemed to work until we we, we did the journalist thing.

Any other questions?

I think so I think I know the answer to this, but I have, like, a pretty services guide that I like, whenever with images and it’s designed.

Yep.

Is that could I share that or does have to be formatted like you were showing with the just picking out that those details for AI so that it gets just the salient info.

You wanna format it just the way I have it. Because you’re, in this case, you’re using this to as a database for AI to to populate. Right? So just stick to the basic. It just needs to know the deliverable, the price and the timeline, and it’ll it’ll figure out the rest on its own. But I did include the template for you. Stick to this for the for the AI.

And is there because what I have already is, like, this is for you if, you know, and, like, kind of the benefits then have to know if it’s right for you, is there any benefit to also feeding it that information, or is that gonna work against the statement of work template.

You it def so this is where you can have fun with the prompts. So I chose under services, I chose this formula. Right? I said service name, problem agitate solution benefit.

So if you if you wanna choose a different formula, so say in your your service catalog, you went with a different formula framework. Just match them up and AI will figure it out. That’s it.

Okay. Cool.

And just just put that under final deliverable. Right? And just it just needs a couple of words in that, in that formula, and then it’ll match the two. It does a really good job on on stringing everything together.

Cool. Thank you.

Yeah. No worries.

Any other questions?

I can answer it. So nobody’s, how are people approaching through proposals right now as far as your process?

Is anyone incorporating a AI at all or you’re just you’re sort of winging it with your transcript and whatnot?

The most I’ve used it is like I record the call. I upload the transcript or I get the transcript through Otter. And then I will pick stuff out manually from that and copy paste it into the statement of work, but I am not I’m not using AI to generate the proposal yet.

Or You have to try it?

Okay.

Like, I’m like, okay. Based on this transcript, like, what was the most acute need stated by the client, and then I use it to kind of, summarize themes in that way, but not actually for the building.

Okay. Yeah. Try the, definitely start with a consultative.

Like, use the questions in the same order as the statement of work. It’s like what problem are you trying to solve? You know, what are your biggest challenges? And then just try it out.

You’ll be impressed and then just literally export it. I don’t know whatever tool you use. Just copy the entire transcript and just pop it in. AI is really gonna figure that out.

And it’ll it’ll populate that. It’ll answer the questions. And, like, if you look at the the two, like, the transcript, like I said, it nailed it. Like, it didn’t get anything, and this is consistent across the board.

It’s the same thing over and over again. Right? So it’s it’s it’s just really good at figuring out those patterns and looking for what the client is saying. So, yeah, try it out.

It, it speeded us a lot of work. I was I was pretty impressed.

And this does work. Sean did sign up just everyone just everyone know. So it does. And I guess don’t don’t overthink it as well.

Like, don’t go like, I was guilty of it as well. Don’t go for the perfect proposal and trying to get the perfect wording. Don’t do that especially when you’re working with AI. It doesn’t matter.

As long as, like, it’s you’re using the client’s name, you’re telling an engaging story, you’re using his quotes directly in it. You’re following a formula, send it. You know, don’t don’t get caught up on that.

To try to look for the the perfect setup. Just, yeah, just use it as is, and then it it’ll be fine. And just tweak the the wording if you want. But, like I said, make sure that you you stick to journalist though.

Is anyone having problems, using actual voice of customer in their copy as well?

I know it’s a challenge with a lot of operators like using pulling in the exact words and quotes. Is anyone having issues with that? No?

Oh, yeah. That’s good.

And like I said, I’ll share the, the prompts.

Everything that you need and just make sure that you you go in and you update your, you replace your name and whatnot. And if, like I said, if you’re gonna tweak everything, just just you know, you can you can play with the character, limits. I’ll show you right now. You can, I’ll pop it in.

Is everyone using, chat g p t four?

Yeah.

Yeah? Okay. And so so if you go character limits, just the five hundred, and this is where you can tweak it, have fun with it.

It’ll shorten it up.

But it’s still great at sort of plugging everything together and all the main points. So, yeah, have fun with it.

Has anyone, using AI for any other parts in their business as well? Like, has has used down and done an audit to see what you can automate or streamline or anything?

I use it to strip email addresses out of a big giant list.

Okay. Well, that’ll work.

Yeah. What about actual, you know, production or in your workflow, analyzing voice of customer survey data, anything like that?

I’ve been using it for the survey data. It’s, like, so much faster than coding it, manually.

Yep.

Yeah. We are too. It’s like and one thing you can do as well, just to let you know is we you can use a a story framework so you can use a case study outline. So when you’re when you’re doing the actual call with your customer, you ask these questions in the same order and just let them talk. And then what you’ll do is you’ll just copy and paste the transcript into AI, and you’ll tell AI to tell a story.

Just give it a case study framework.

Like, I can do a session on that to emulate that framework, and it’ll it’ll spit at a pretty good, first draft that you can publish on your blog right away.

Okay.

No. It’s funny that you’re using this because one of my clients developed the sales tool that does pretty much exactly that, that like has the playbook embedded in the, like, It’s like an AI notetaker, like a meeting assistant.

Mhmm.

And you can, like, embed your playbook in the sign. So it’ll feed you the right questions in the right order, and then it’ll create a transcript and upload all of that to the CRM.

Yeah. I just I used this because it was I got a appsumo deal. It was unlimited, so it’s free. I like free, but it just, does everyone else have these features with their tool? Where you can you can guide it the the actual transcript itself.

No. I. Yeah. I find this helpful. So when when AI, transcribes the call, it’ll use it in the same order.

So that’s like your spit draft. Right? And you can apply this to, there’s an article that Joe has on writing your homepage, and it’s a series of questions. So we we’ve used that in the past where we’ve just answered, ask those questions in that order, and then there’s your spit draft.

The the very first draft you can send to the client in their own words. Right?

And the trick is to just load it in here, the same, and it’ll spit out the, it’ll answer it in the same questions, or in the same order anyways.

I don’t know what coaching is but it’s that’s something different.

Yeah so that’s it. Is there any other features or, is there any part of the your workflow that you wanna see how to automate with AI, because I really wanna start getting into we’re using it across the board in our agency, everything from creating content to, creating proposals, to case studies, social media posts, pretty much everything. We’re getting in pretty deep with it. Is there any processes that people would like to see on how we’re using it?

How do you use it for social media posts without making it sound robotic? Because whenever because I tried it several times and like the first time it worked, and then like everyone started to use it, and all of a sudden, AI writing sounded very robotic. It was very hard to get social media posts.

It’s your it’s your voice in your role. You have to assume assume of the role of something and then just, AI is really good at it. It’s just the voice and then using a formula.

Wait. That’s actually one of the easiest we found to do. Is the social media posts. Almost too easy. I’m surprised people are are not everyone’s using it, but are you using formulas, copywriting formulas?

In the AI templates?

Yeah. Like for your social media posts. Not really.

That’s that’s what you want.

So here’s the trick is to go, yeah, you want anything you’re using. So let’s just do you know, pass formula rate, for Facebook.

It’ll you you need to you can use the voice of customer, but you have to parental oops problem. I don’t know what that is.

You have to let AI know, and you can do a template around that.

Give me what’s the topic someone wants to see, post on?

Give me something.

Fun day.

The, as long as you use that problem match day formula, and then you you get clear on your voice, and then give it some guidance. It’s really good at figuring it out.

But that’s the key though is to follow the formulas.

You’re not using formulas at all?

Well, now I write my posts by hand because I find it they tend to work better. Because, like, for example, for my own post, sometimes I’m sharing information, where I don’t necessarily want it to have that story kind of format.

Wanna keep focused on providing value.

Do you have, so if you wanted to, like, have your own voice, so that you can use, AI to to emulate your own voice and then feed it past posts that you’ve done.

Mhmm. And it’ll use your it’ll analyze your pattern and then it’ll start producing content like it was you.

Yeah. That I’ve done before. That can sometimes work.

Yeah. If it works for you, whatever, we we find we use it’s always a role us, like, we we choose, a, like, a a copywriter will say, you could say Joanna Weeb. You could say, AI is really good at picking that up. Like, we do content for doctors as well, and we use doctor voice.

So we we pulled in AI as some really good content around, winning campaigns, and a lot of it is Doctor’s voice. So we’ll use that to feed the database to train AI. And then it’ll write, like, like the doctor’s voice from these from these content. So that that’s how we’re using it.

It’s spot on once you get it trained with the data set anyways. And then you’re just at the beginning, you’re just telling it to assume that rule. And then once it figures out the role and it figures out the patterns, you’re you’re good to go.

Also, there were in in the past, I would keep it all on the same chat so that it would have that memory. But it would that one chat would get overloaded.

And it would get really, really slow after a while, so I would have to open up a new one.

Yeah. So what’s happening is I’ll show you. We use we use, we don’t use, I use, like, chat GPT four, but we use different tools. We have our own not our own, but it’s we use a different one. It’s, it’s chat to team GPT, and it’ll show us here on let me know if you can you can see the screen.

It’ll show you after a while, like the right here.

Right. So this is the efficiency. And after a while, this goes down the more you use it, and it I don’t know the calculation, but that’s what’s happening. So as a bit of the halfway mark, we we shut it down and then we use another because it starts the results start to get wonky. You don’t have that indicator on this, but if you can pick up this tool, I think it’s still available. This is you this uses the API.

From ChapyT at GPT four so you can choose which models. And this is where we store all of our prompts for using stuff and building stuff. Like, I empower teams on this.

One thing I’ve noticed is when that happens, what I end up doing is, asking it to, build me like a brand voice and document.

So then I’ll feed it to the new chat. And then continue the discussion there.

Yeah. That’s smart.

And that’s you can do it too. Like, we we do the same same concept where we to get the doctor’s voice, we have it actually create a style guide from that and analyze it. And then and then before writing content, we load that style guide into the knowledge base, have it analyze it, like I just did first, create a summary of it, and then use that moving forward for the content. You get the once you get to that, like, if you’re that detailed with it and then you control the voice and you and you get it, you can’t tell.

But just putting stuff in and spitting it out. It’s not it doesn’t, and people disagree with this. I I know where the the future’s going with this.

It’s not, and it’s kinda like do I used to struggle with a lot of this stuff publishing it. Like, oh, it’s AI, even in social media posts. I don’t care. Like, it’s good.

It converts. This stuff really converts. Like, we use this for Google ads. We use this for, and I even putting a landing page, I’m like, well, you know what it say I generated?

You know, it doesn’t am I creative enough?

It’s converting. Put it up.

Right? But you know, people have different approaches on that, but just we find as long as you you stick to the proven copywriting formulas and then you overlay the voice of customer, it’s you you have a pretty good foundation to work with. Right? There was a study. There was a study too that did, they compared AI generated headlines versus human and AI just destroyed it.

The conversions were way better, but then it failed in long form copy now, but it’s only gonna get better. Right? Just give it just a matter of time guaranteed.

Can I ask a question? So I was on a webinar for searchy earlier this week. I don’t know if you know it. It’s tool. I think it was developed by Stu mclaren, the Alright.

It’s searchy.

Searchy dot I o.

Is that right?

S e d r I e at the end?

Okay. Yeah. Dot I o. Yep.

Yeah. But with the you’re missing an h.

And basically, like, what they were recommending is that you can upload load, like, the full content of your course. You can upload your podcast, like every all the content you’ve ever created.

And then it builds you a chat bot that will answer questions, and I mean, he’s so he’s the, like, the membership guy. So he’s talking about how this can be used inside of a membership, but, like, I have this program. I don’t know if you remember Shane. You saw it in like the first week of a Yep. Of CSP.

But you know, like, I think the main I haven’t relaunched it since the fall. The main issue with the program is it’s like a lot of money for people to pay to still be writing their copy themselves. So I think before I relaunch it, I need to build an AI component into it.

I’m just wondering whether just seems like a lot of mental investment and time investment to, like, build a custom DP tea or I’m just wondering, I guess, like, if you if the program is, like, here, follow this flow, like, Here’s how you do the research, here are the templates.

What how would you best incorporate AI in a way that people could use it themselves, like, to run with my templates or to run with my concepts.

This like this. So this is your I use this for, so when I purchase a book, what I use is I I download the book and I create a database.

And then, like, this this is a really good copywriting book, and, AI is really good at this. And now I’ll use this as the database to help me craft content.

Like, I have one for eugene Sports. I have, like, different copy. Right? So if I’ll run stuff through, like, as as Eugene Sports, like, what do you think of this? Tell me the stages of awareness. Tell me the market sophistication.

The same concept, you’re just using your templates. So you can include your template in this, and then you could tell me, like, you know, the key aspects of the rule of one, that’s a big one. And it’s it’s tell me about, you know, the rule of one. It’ll it’ll look at the database for that.

And it’ll it’ll spit out and reference it where it’s at in the book as well.

So if you’re trying to do that within a paid program, are you creating a custom database?

Like, that’s a custom GPT or, like, a GPTS that you’ve train on your database, and then you’re just giving people access to that to Got it.

So here’s Flash Kinkade. So Flash Kinkade is, this is a document from AWI, and it’s the secret weapon on writing great compelling copy. And it’s Fletcher KA that tells, you know, sentence structure, all the good stuff. So we uploaded this as a database.

And AI uses this whenever it’s creating content to always achieve that flesh and Kade score. So now when I go here, that’s the database. I can train a chatbot, and I can I can do a new chatbot, and I call it what you want, Fliskinkade score? And I could upload your templates as well if I wanted to. I can create one. Do you want me do you want me to create one with you sometime? And we can Sure.

So you’re gonna You’re in a f f four a I. Okay.

Yeah. This is one of there’s so many available right now. Like, there it’s not.

But that’s that’s what you’re doing. You’re creating a you’re creating a database with your files.

AI, you’re training AI on that. And then and then you can literally share it. Like, there’s options here to share it if you wanted to.

With, your students, and then it’ll use the data from that. We’re we’re working with Jill one one where we’re gonna we’re taking all of her books that she published, and we’re using that as a dataset so you can, like, ask Joe type thing.

Mhmm. Cool.

And it’ll use the information from that to to produce something. Is that what you’re looking to do similar?

Yeah.

Yeah. Yeah.

That’s all it is. Just create the content. Right? That’s the you’re you’re gonna see like a lot.

This is all the the issues you’re hearing in the news right now. We’re like, I I forget who’s suing Open AI. Everyone suing every other everyone else because AI is using all of these data sets and that’s all they’re doing. They’re swiping content and they’re using that to build their data.

And that’s where you’re gonna you’re hearing all these lawsuits right now, but that’s all it is. You just you create your your data set and then I use it for, for direct response. Like, I have all the direct response books loaded. So if I have a question or I’m planning at a campaign, it’ll spit out, like, stage of awareness, market sophistication, then I can say, hey, you know, map it in email sequence for stages of awareness.

It’s gonna tell me. And it’s spot on because it’s a formula. Right? It’s a framework.

As long as it understands the problem, and it has and now you can you can give it access to the internet, which is really scary. Like, there’s another a have you guys used, there’s another tool up there called plexi. Have you guys used it?

This one is crazy. So you can you can, it’ll search the internet. I love this, right? And it’s like, What’s the, what’s conversion copywriting? What’s, what it does is this is the future Google’s toast. So it’ll, it’ll look at the internet and it finds it’s reviewing Joe’s information, and then it’s telling me it’s answering the question for me, but I don’t have to link through, and it’s using all the sources. So how powerful that is?

Crazy.

That’s how we use it.

But so, like, I mean, could you copy this response and put that on your blog as a blog post of what is conversion copywriting?

You can, as long as you say, okay, so what I can do now is I can you can copy and paste this and you cannot overlay a formula. Like, we did a, We did a a video on this where we create content. So we we create content for clients. And what we do is we we look at the top ten articles that are ranking, and then we take that topic, and then we copy and paste it, and then we have AI look at that and you apply the copywriting formula features advantages, and problem you avoid, like that type of formula, and it spins it So it’s actually better content that was originally and that stuff ranks really well.

And it’ll pass plagiarism checks. And as long as you combine that with, like, your role that you’re you’re playing. And we always say, Gary, we we use different copywriters or you can find If you’re in that space, you can ask AI, like, who’s a really well known person in this DIY space or in this space? And AI will tell you And then you’ll say, well, what’s what’s that person’s writing style?

Great. Can you create a style guide based off that person’s writing style? Can you create a persona? It’ll do that for you, then you save that persona and that’s your data set.

And it’ll start running like that.

That’s the future. Like, it’s crazy.

But, like, so these those are citations. Right? Like, the one four three seven. So is it actually sorry. Like, when you say oh, gosh.

When you say that I would a plagiarism test, like, what I actually is that gonna come back as Well, so so right so take this right here.

Right? So just go, you could just guy write this rewrite this, using Problem agitate solution. It’ll do that. Right? And it’s you’re gonna have custom content on it. Right? This isn’t usually as good as, what do you call it?

This is meant more for search engines. Mhmm. But that’s all you need to do.

Right? And it’ll it’ll take that. It’ll rewrite it and spin it. In s e in the SEO world, we used to have tools that literally spin it.

That that’s what they used to do, but people are using, this isn’t a great tool for doing that. But you can put it in, in chat GPT. Right? And you could you could say, what is the rewrite this as problematic state solution?

This is good. And then you would have I’ll just agitate whatever it is, and then you would assign a role, like your conversion copywriter, and it’ll spin it for you.

So same thing. Just your and this is this actually works really well because a lot of the content, like, we because we’re in affiliate marketing. So we our goal is to get stuff ranked, but you know, how do you if someone has a description of a product they’re reviewing, and then we take that description and we apply a proven copywriting formula, you’re putting you’re producing better content. And Google has come out and said they don’t care.

They don’t care if it’s AI generated or human generated. They’ll rank it as long as it’s solving a problem and its quality content. And just by using these these formulas, it’s quality content because it’s a pattern, right, that stuff works. And the and that’s what we do to rank these articles.

Cool.

But I wouldn’t use, like, I hate semicolons. Like, we have a whole voice, right? Like, we have build out your database as well. Like, if you go here, we have different kind of prompts. Like, here’s an agitate, from agitation solution prompt.

We have different writing style guides. Like, here’s a here’s one writing style guide where it’s a flesh kinkade of sixty to seven. So we we have different ways that we want to write. And then depending on what we’re writing for, I could show you content, you’d never know.

Not a chance. And it’s, like, you even hear we have a trained. So this is, based off of, a flesh Kinkade example. Like, you can here, we give it specific, you cannot tell impossible.

Right? So that’s the and it’s just learning this, especially as copywriters, like, I’m direct response, but, like, in lead generation, any of this stuff, this is this is it. This is the future. This is the way it’s going.

And just learn this stuff to build in or to improve your writing style. Right? Not improve your writing style. You can still maintain your style, but if you can take your style and you can create a process from it.

Right? You can automate your own process, automate yourself and replicate, create ten versions of yourself. That’s that’s what I would do. Right?

Can you show us, like, if we’re just using top g b t without the team g b t How do you it that tab that you’ve just had open, like, is there an equivalent here?

Yeah. So this is this is a, you can you can this is a Chrome extension, which is a prompt manager. So you’ll have different we have different prompts here as well. So this this is a really good one. Like, there’s, how to respond, like, I do I do what done. Like, we plan out projects like this. It’s really good at doing this stuff.

Milestones, checklists, smart goals, right like an eighth grader.

This one is good. Improve readability. Like you can paste you just literally paste it in and you tell it to analyze this copy for me. And, and it’ll analyze it. It’ll make it’ll make recommendations.

There you go.

So it’s all about prompts. Right? But you have the if you’re using GPT four, then you can download that and just save all your prompts here. So you just create a new prompt, enter your title, you know, put the prompt here and save it.

Okay. How do you guys how do you get to that?

This this is a Chrome extension that you can you can purchase. Oh, not purchase, but you can, You can download. We I everyone should have access to so we made all of these prompts available, but I’ll share the link, to students.

So all of these prompts here, like your problem out of state solution, all of this here. So this is a really good one actually. This one actually examines your customer service data, your customer survey data, and it it looks for frequency and based off of frequency.

So, it’ll write a one reader for you using Joe’s formula.

And what’s cool about that is it’ll identify all of the hesitations and concerns, but it’ll focus on the top four percent. And it’ll spit those out so you know exactly what to address in your consultations. And we do this what we do in this case is we print these and we give them to the sales people. So when they’re doing a consultation, they they know the exact problem tate exactly what what to say, right, during the the the sales call.

And it’s all about prompts, right? It has really good. So build out your arsenal, right? Build out your, I use this for morning, brain dumps, everything. I don’t know what I’d do without AI right now.

To be honest. And what’s cool is that you can use AI to ask you clarifying questions. So if you if you’re brainstorming and you can actually use AI to talk to AI, so you could say as a project manager, I want you to take the role as a project manager, then I want you to take the role as, a senior pro or some other field, and then I want you to have a discussion about a project, and I want you to figure it out together and then give me a solution. And it’s cool. AI will, like, talk together. Figure this out, and it’ll give you a different perspective. It’s insane.

But that’s using it strategically. Right? You wanna and that’s really the way to look at it like there’s you can really use AI to streamline your processes.

And, like I said, make copies of yourself. That’s that’s the biggest the biggest thing. Right?

Build out your database.

Any other any, any other questions or I can answer for anyone?

Are people having fun with AI or is it just me? Is it every no. Everyone seems excited as AI as I am.

I’ve kind of taken a break because I just kept like losing time being down the rabbit hole. Also, I haven’t done much exploring in the past couple months.

Yeah. Use it. I’ll I’ll share with, I’m gonna do a, training on, we have an Excel file. So really, the key is to look at your processes internally.

Starting with the buyer’s journey. Like, look at your processes and then in each step, figure out what can I use AI to automate or how can I use AI to to to streamline this? Like a no brainer is what I just showed you the proposals. Another one is your your your VOC research.

Right? And you can’t we’re not at the point right now where you can automate everything because if I was to copy and paste this entire, chain of thought, it wouldn’t work. AI is just not it’s too much data for AI to analyze. I have to do it step by step, but it will get to that point eventually.

And then you’re just kinda, like, you’re you’re you’re building it out. You’d be surprised what you can automate. And this is just doing it manually. Like, you can use bots that, you with API integration, you can start connecting stuff, start feeding stuff. Like, it’s, it’s pretty cool.

Any, any other questions?

Nope.

Okay. Cool. So I’ll make the the the prompt available as well and if, I’ll put it in the chat as well, but it’s also available.

And like I said, everything isn’t here. Just, you know, go ahead, copy and paste it. And, have fun with it. And if you do wanna edit it to your voice, like I said, just just start, start adding your the inputs under this, and then you can see it’ll come out with different stuff.

Cool. Yes. Thank you.

Okay. Awesome. And, any questions, let me know. For Another session as well that we’re if we’re getting into this automation stuff, is there anything that people would like to see, automated as far as your workflows or that I can, I’m happy to build something out and, and help you automate it as well, and then we can share it with everybody.

No one’s using ai for anything? We gotta start.

Okay. I think what we’ll do is I’m gonna get, I think the next session then I’ll I’ll share the process that we use to get to that point where you’re you’re starting to automate your business processes and really the process and the steps, and then we can start with that.

And then just literally go step by step, build out your prompts, and then just build soaps, and, and, and document it, and then you’re, it’s pretty, it’s a lot of fun, but you’ll get a lot more done too.

Cool.

Okay. Cool. I will talk to everyone. Any other questions? Let me know. I’m glad to, to answer as well.

Thanks, Shane.

Thank you.

Thanks, Shane.

Transcript

So what we’re gonna do today is we’re gonna go through, automating the process to send client proposals. And this is the process we use, and then I’m gonna share the, the spit draft as well. And then, there we go. So it starts with, there’s a couple of key pieces that you want to use when you’re creating your service catalog or when you’re looking to automate the process. And this is how we’re using AI in our agency. We’re really we’re looking at every stage of the the customer journey, and we’re seeing how we can automate or what we can automate.

And then we’re creating processes and systems around that. So, it starts with your service catalog. So this is an example of a service catalog from we swiped this from AWai.

So these these services are actually recommended based off of some study they they perform. So these are the top eighty, conversion copywriting services that they recommend.

So what we’ve done is we’ve we’ve taken these and we’ve, created a brief description about each one, including also what the final deliverable is, the price, and also the timeline.

So this is the first step that you would do to sort of automate the process. One thing to consider as well is, not just the service catalog, but if you have product ties services, then you can create a sort of a catalog of productized services as well. Right? That’s that’s really gonna speed things up.

I’ll include this list as well in the, in the prompt. Now once you have your list of, or your service catalog, the next step, of course, is your statement of work. So the statement of work that we pull from is actually Joe it’s the same one that she uses for Air Story. So it covers all the main pieces, the need, the solution, our services, our team engagement timeline fee, fee summary, payment schedule, next steps, terms and conditions, all all the good stuff.

Once you have your template, which, of course, this is available to everyone, the second step is getting ready for your discovery call. Now the one of the things you need to do is during your discovery call or you should do is use, consultative selling questions. And these are questions that are really gonna probe the prospect because you really wanna get in the mind, understand their their problem, the outcome they want, and you’re gonna use these to guide AI, to draft the, statement of work for you. Now I don’t know what tools everybody uses. We use Nota. I think it’s Nota, so I pronounce it. But in this, you can actually preprogram the the questions that you wanna use.

I did include in the resources action, a bunch of consultative quest selling questions that you can use as well. But in this tool, you can actually pre program them. So then when you’re doing the discovery call itself, these questions, will guide you because it, it, it is helpful, that you ask the, the consulted of selling questions in the same order as the statement of work. You know, you’re starting with the need, which is the problem, you’re agitating the problem.

So you’re you’re aligning the questions to the statement of work, and you’re you’re aligning the framework as well. Now, depending on the tool that you use, you can also program it to, spit out the summary. So when it transcribes the call, it will transcribe it around the that you answered. So you have a nice little package at the end that you can copy and paste and use for, use for the automation.

Now once you’re prepared for the, discovery call, you’re gonna go into the prompt. This is the prompt, and I’ll walk you through each step one at a time.

Essentially the prompt just matches the statement of work. It starts with the need.

The need is now this is important here. I know, a lot of students we struggle with or we wanna capture the voice of customer when we’re dealing the, the prospect after the discovery call. So we found that the best way to incorporate, voice of customer from, from the discovery called transcript is to pretend that you’re a journalist or ask AI to assume the role of a journalist, we found that once you ask Addis in that role, it’s really good at sort of connecting things and using the actual voice of customer in the data.

So the first step is this is called a a chain of thought prompt. So what we’re doing is we’re asking AI step by step to create each each section of the statement of work. So the first thing, of course, is you roll your journalists. The second one is is step one is the need.

We’re asking AI to craft a narrative using direct quotes from the client, during the discovery call, and we want it to outline the the client’s challenges, the solutions, then we go into instructions. Now, there’s a couple of fields here that you’ll wanna update before you use the prompt. The first one is to replace your name. There’s place holders here, of course, replace it with your name.

Replace the, business name with your company name, and, of course, the client as well. We’re gonna actually do a a real client that I had a call with today. Sean, I changed his name for confidentiality reasons, but I’m gonna use this prompt to create a proposal that we can send them to him afterwards as well.

Then we go into instructions.

This is I would suggest if you’re gonna customize this for your own needs is to keep all of all of the instructions to this point. If you wanna start tweaking it, you’ll you’ll build on this. If you wanna make the need section shorter, you’ll just adjust the number characters, if you wanna go for a different voice, this is really where you’re gonna start adding stuff.

Here’s the template, exact same template that Joe has inside of the, the statement of work.

And then, of course, here’s the transcript from the call that I had with the client, and I’ll I will do this with you guys in a second as soon as I I walk you through the process.

The second step is to create your services.

This is this is where the fun part happens. Now, because you have your service catalog here, What you’re gonna do is you’re gonna ask, and AI is really good at this. You’re gonna ask AI to write the need section of your proposal. And then based off what the client’s challenges and frustrations and goals were, AI is gonna analyze your service catalog. And AI is gonna recommend services that you offer to solve the client’s problems, and it’s gonna auto populate that for you.

That’s what you’re gonna achieve in step two. It’s gonna look at your database. You’re gonna upload it.

We included instructions as well. I suggest keeping these instructions because it’s very good at at looking at the client’s problems and then matching the the service and the solution. If you wanna tweak it again, just just continue after after this point. I do suggest we added some personalization.

So as you go through the prompt, it’s gonna it gets gonna use the client’s first name as if you’re having a conversation, and I’ll I’ll show you what I mean by that in a second. Then, of course, we have the template. So what AI is gonna do is AI is gonna look at your service catalog. It’s gonna pull the matching service, and then it’s gonna provide it’s gonna use the copywriting formula problem match take solution, followed by a benefit.

And that’s how it’s gonna present these services to the to the client in the proposal.

Then, of course, we have timeline. Now what’s cool about this is, same scenario. So AI is gonna look at the services recommended from your service catalog. So it’s gonna say, hey, you know, I recommend these many blog posts.

Then it’s gonna look at your service catalog and it’s gonna calculate how much what are we on right now? We’re on the we’re on the price. It’s gonna calculate the price and then it’s gonna update that section for you based off the price that you quoted. So when you do create your service catalog, everything hinges on this, I put a range because that’s what AWS has.

Just make sure you have one amount and always go on the high end, of course. Because AI is gonna use this data to populate the proposal, proposal for your statement of work.

Next section of the timeline, again, same scenario. It’s gonna look at your statement of work. It’s gonna create the timeline. It’s gonna look at how long each deliverable takes, and then it’s gonna add this to the proposal that we’re gonna create as well.

Here’s a quick snapshot of of the output that it’s gonna it’s gonna produce. And I guess we’ll do this real time as well. This is the need the solution, I suggest you you prepopulate this because it’s really gonna be about just a sort of a bullet point.

The services, it’s it’s gonna spit out something like this. It’s gonna follow the formula.

Our team, you wanna prepopulate this. Obviously, you don’t you don’t need I AI for this. Here’s the timeline. So what it did was it’s gonna look at each service.

It’s gonna recommend the landing page. Then it’s gonna look at the timeline And it’s gonna say, okay, you know what? It’s gonna take one to fourteen days based off what you inputted in your in your service catalog. Okay?

It’s gonna give a, sort of, eight to ten weeks a general, a general time frame, then it’s gonna look at budget, and it’s gonna produce a table. And again, it’s gonna take each deliverable. It’s gonna look at the price range or the rate that you you set in your service catalog, and then it’s gonna put match the number that it recommended and then also the final price as well. Payment schedule, these are things you can you can set up on your own next steps. These are general templates.

So what we’ll do now is we’ll go through each sort of step by step process, and I’ll show you how it works. So literally all you need to do is we’ve tested this across the board is just literally copy and paste.

Starting with, of course, go in, you wanna make sure that you replace your name. I did this. Make sure you place replace your company name. I did this and, of course, the client’s name. Then it’s just a matter of copying this over.

This is the transcript from the call. Now what you would do is I just put the script here, but depending on your tool, you would actually just go here and copy and paste the transcript.

As long as you follow the consultative selling questions, it’s gonna ask the questions in the same order, so it’s not gonna be not gonna be a problem. So we’ll go back.

Let me highlight everything.

Okay. We’ll go in, paste it in.

And it’s gonna analyze this. It’s gonna look at the and it’s gonna start crafting the story.

Now what’s cool is if you look at and I included I included the discovery call for you in the in the prompt. If you look at the transcript, and then you look at its output, it matched it word for word. Now, we’ve always struggled with that because AI is really hit and miss. For it to nail that, it’s the role of a reporter.

That’s that that’s what worked. And there’s a big difference if you if you look at this where I said role here, remove this, it’s gonna be hit and miss. But as soon as it thinks it’s a journalist and you can have fun with this too, you can say you’re you’re a journalist from wire magazine or or some other magazine that’s relevant to your client. It’ll take on that set, but it’s gonna look for accuracy and integrity, especially when it’s it’s, you know, it’s stringing sort of, words together or what the client says.

So if you read this, it’s it’s really well written. You know, it, Sean said captivating has challenged. The problem was manifested in the stark numbers around ten thousand monthly visitors. And barely fifty leads.

So it picks up on every point, pretty well. Then it follows the the template, of course. It it met us during, a mutual client. It’s interested in our services.

If you’re okay with this, you can you can redo it if you want. You can regenerate. It’s up to you. I usually just go with the first one.

Then when we go on to step two, step two is this is the fun part. So now that AI is looked at, the call transcript, it understands what what the client is after, the needs, the wants, the challenges, everything. Now we’re gonna ask AI to look at this data. We’re gonna upload our service catalog.

And what we’re gonna do is we’re gonna paste in the second prompt, and this is gonna tell AI to look at our status our our service catalog, I also want you to look at the transcript I uploaded, and then I want you to recommend services that I offer that are gonna solve the client’s needs. And I want you to continue using Sean to make it personal. So click that. It’s gonna analyze the data right now.

Which is really cool.

Here you go. And this has been spot on. It’s it’s recommended the same every single time.

And they’re tailored, you’ll notice it’s using the problematic State solution benefit. It actually highlights. And if you compare this to the transcript, it highlights his struggles directly.

Same thing every single time. It’s the SEO auto responder lead generation page. So it’s it’s been accurate it is good about this. And like I said, it does really personalize this, especially just saying Sean. It doesn’t say Sean Burns. It says Sean.

So if if you’re happy with this, you wanna regenerate. It’s up to you. You can add a service. But the next step I’m gonna do is I’m gonna go in, and I’m gonna look at the timeline.

So now that AI has recommended service that services that solve Sean’s problem, it’s gonna look at my service catalog, and it’s gonna look at the timelines that I suggested. Right? So I said right here is three to five days. And it’s gonna populate this based off of the the services that it recommends.

So in this case, I’m just gonna paste it in. It’s gonna look at the knowledge base again. How you know it’s working, and then it’ll start, it’ll start calculating it.

You know, break it down on phases. It’ll it’ll launch a a phase four for review. Same thing, everything will time. Sean’s feedback, then it’s gonna go in for the final step, which is your investment, the pricing. Now what it’s gonna do in this case, is it’s going to look at your service catalog and it’s gonna look at the price and it’s gonna pull the pricing from this. So I’m just gonna go in and I’m gonna Copy and paste it.

It’s analyzing everything again, making sure it’s there.

Now it’s not when I suggested to do the the pricing, it won’t, because I’m doing a range. I suggest when you do your your pricing stick to one, then it’ll calculate it. There’s an example of a calculating right here, depending on what it is, but that’s for you to try to try to stick to and then it’ll calculate the total here as well.

So now you have all the major parts, and then literally, it’s just a matter of going to the top. And if you’re happy with it, just take this and copy and paste it into your proposal.

Easy.

Your needs section and continue each point, copy and paste, copying and paste, and then print it, you may use a proposal tool or something. I we use right signature and, send it to the client for the sign off on it. That’s pretty much it. And then if, the the key, like I said, is really to make sure that your, your service catalog is the it’s it’s important to follow this framework.

This is your service. This is the final deliverable. Make sure that you include your price. And then, of course, your, your timeline. And just stick to one price as well. Put it on the high end. And, ideally, like I said, you wanna make sure that you if you can stick to product type services as well.

We did this as well with, GMB, which is a product high service that we offer. So it’s pretty easy. Every time we have a call, we just we just let AI in all that it’s for the specific prototype product type service, and then you can start whipping those out of ten templates as well.

Yeah, that’s it. Is there any questions that I can answer? Anyone miss I know a couple of people joined at the beginning. Did anyone miss anything at the beginning?

I I did, but I will watch the recording to catch the five minutes I missed.

Okay. It’s yeah. Just at the beginning, we went over. It starts with your service catalog.

And making sure that you you put every service that you offer. This I included this for everyone here, I’m gonna put this in the link as well. You can put it in the chat right now. But on the bottom, you’re gonna see the the templates.

There’s the service catalog word document. And there’s also, sorry, the statement of work word document, and there’s also the service catalog, as well. And then you can edit those, these are pretty good. It’s a good starting base anyways.

I we swiped this from AWS, as I mentioned. So these these are the services that were they recommended based off of a, study where they they interview businesses or whatnot. And these solved the the most challenges that businesses have. So it’s definitely a good starting point and includes everything from news releases to direct response and and recommended pricing and whatnot as well.

Now, and then we went over sort of the the template that you use for the need. We’re just using Joanna’s statement of work, framework. It’s it’s templated. It follows a formula.

And then, again, depending on, with the which tool, you use for your transcription. If you can align the call to consultative selling questions, then That’s ideal. And then just let AI, do its thing. Is there any any questions that I can answer on the process or the prompt itself?

Sorry. So this service catalog, this is just for AI’s use, or this is something that you also share with the client.

Well, it depends on how you you you wanna use it. Like, if you wanna list your services on the on your site, great.

It depends. Right? It it’s up to you. We use this for AI, specifically.

So it’s not, obviously, you wanna make sure you offer them, but some people have them on their website. Some people email directly to the client. In this case, because you’re using AI, it’s more of a customized quote, right, because it does align each service to to solve a specific problem of the client. Right? So it’s definitely customized. So it’s up to you. Okay.

You should have a list do you have a list of services right now that you that you have to open. Yeah.

Yeah.

Okay. Yeah. Same thing. Just format them. When you’re formatting it for automation, just just to make sure that you, like I said, you wanna include literally, say final deliverable, the price and timeline. And then AI is gonna use this to populate, and it’ll overlay, a copywriting formula.

Okay.

Okay. Is anyone using AI in their proposal process at all? No?

No. A little bit here and there.

But Okay.

Yeah. Read the, it’s really spot on. Like, I couldn’t especially when you get into the to the narrative, like compare and I did include this for you in the in the prompt so you can compare it. It’s spot on. Like, it’s it it nails it, especially when you say act as a journalist, it really wease it together.

And it does it well too. It sticks to the facts, and it doesn’t you, you know, Sean was upset about this. It just says says it’s very it’s it’s very factual, which I like. But if you wanna change your voice on that, you can you can do that as well, but make sure to stick that you’re to you’re a journalist that we we try copywriter We tried direct response, we tried everything, and it was just it never seemed to work until we we, we did the journalist thing.

Any other questions?

I think so I think I know the answer to this, but I have, like, a pretty services guide that I like, whenever with images and it’s designed.

Yep.

Is that could I share that or does have to be formatted like you were showing with the just picking out that those details for AI so that it gets just the salient info.

You wanna format it just the way I have it. Because you’re, in this case, you’re using this to as a database for AI to to populate. Right? So just stick to the basic. It just needs to know the deliverable, the price and the timeline, and it’ll it’ll figure out the rest on its own. But I did include the template for you. Stick to this for the for the AI.

And is there because what I have already is, like, this is for you if, you know, and, like, kind of the benefits then have to know if it’s right for you, is there any benefit to also feeding it that information, or is that gonna work against the statement of work template.

You it def so this is where you can have fun with the prompts. So I chose under services, I chose this formula. Right? I said service name, problem agitate solution benefit.

So if you if you wanna choose a different formula, so say in your your service catalog, you went with a different formula framework. Just match them up and AI will figure it out. That’s it.

Okay. Cool.

And just just put that under final deliverable. Right? And just it just needs a couple of words in that, in that formula, and then it’ll match the two. It does a really good job on on stringing everything together.

Cool. Thank you.

Yeah. No worries.

Any other questions?

I can answer it. So nobody’s, how are people approaching through proposals right now as far as your process?

Is anyone incorporating a AI at all or you’re just you’re sort of winging it with your transcript and whatnot?

The most I’ve used it is like I record the call. I upload the transcript or I get the transcript through Otter. And then I will pick stuff out manually from that and copy paste it into the statement of work, but I am not I’m not using AI to generate the proposal yet.

Or You have to try it?

Okay.

Like, I’m like, okay. Based on this transcript, like, what was the most acute need stated by the client, and then I use it to kind of, summarize themes in that way, but not actually for the building.

Okay. Yeah. Try the, definitely start with a consultative.

Like, use the questions in the same order as the statement of work. It’s like what problem are you trying to solve? You know, what are your biggest challenges? And then just try it out.

You’ll be impressed and then just literally export it. I don’t know whatever tool you use. Just copy the entire transcript and just pop it in. AI is really gonna figure that out.

And it’ll it’ll populate that. It’ll answer the questions. And, like, if you look at the the two, like, the transcript, like I said, it nailed it. Like, it didn’t get anything, and this is consistent across the board.

It’s the same thing over and over again. Right? So it’s it’s it’s just really good at figuring out those patterns and looking for what the client is saying. So, yeah, try it out.

It, it speeded us a lot of work. I was I was pretty impressed.

And this does work. Sean did sign up just everyone just everyone know. So it does. And I guess don’t don’t overthink it as well.

Like, don’t go like, I was guilty of it as well. Don’t go for the perfect proposal and trying to get the perfect wording. Don’t do that especially when you’re working with AI. It doesn’t matter.

As long as, like, it’s you’re using the client’s name, you’re telling an engaging story, you’re using his quotes directly in it. You’re following a formula, send it. You know, don’t don’t get caught up on that.

To try to look for the the perfect setup. Just, yeah, just use it as is, and then it it’ll be fine. And just tweak the the wording if you want. But, like I said, make sure that you you stick to journalist though.

Is anyone having problems, using actual voice of customer in their copy as well?

I know it’s a challenge with a lot of operators like using pulling in the exact words and quotes. Is anyone having issues with that? No?

Oh, yeah. That’s good.

And like I said, I’ll share the, the prompts.

Everything that you need and just make sure that you you go in and you update your, you replace your name and whatnot. And if, like I said, if you’re gonna tweak everything, just just you know, you can you can play with the character, limits. I’ll show you right now. You can, I’ll pop it in.

Is everyone using, chat g p t four?

Yeah.

Yeah? Okay. And so so if you go character limits, just the five hundred, and this is where you can tweak it, have fun with it.

It’ll shorten it up.

But it’s still great at sort of plugging everything together and all the main points. So, yeah, have fun with it.

Has anyone, using AI for any other parts in their business as well? Like, has has used down and done an audit to see what you can automate or streamline or anything?

I use it to strip email addresses out of a big giant list.

Okay. Well, that’ll work.

Yeah. What about actual, you know, production or in your workflow, analyzing voice of customer survey data, anything like that?

I’ve been using it for the survey data. It’s, like, so much faster than coding it, manually.

Yep.

Yeah. We are too. It’s like and one thing you can do as well, just to let you know is we you can use a a story framework so you can use a case study outline. So when you’re when you’re doing the actual call with your customer, you ask these questions in the same order and just let them talk. And then what you’ll do is you’ll just copy and paste the transcript into AI, and you’ll tell AI to tell a story.

Just give it a case study framework.

Like, I can do a session on that to emulate that framework, and it’ll it’ll spit at a pretty good, first draft that you can publish on your blog right away.

Okay.

No. It’s funny that you’re using this because one of my clients developed the sales tool that does pretty much exactly that, that like has the playbook embedded in the, like, It’s like an AI notetaker, like a meeting assistant.

Mhmm.

And you can, like, embed your playbook in the sign. So it’ll feed you the right questions in the right order, and then it’ll create a transcript and upload all of that to the CRM.

Yeah. I just I used this because it was I got a appsumo deal. It was unlimited, so it’s free. I like free, but it just, does everyone else have these features with their tool? Where you can you can guide it the the actual transcript itself.

No. I. Yeah. I find this helpful. So when when AI, transcribes the call, it’ll use it in the same order.

So that’s like your spit draft. Right? And you can apply this to, there’s an article that Joe has on writing your homepage, and it’s a series of questions. So we we’ve used that in the past where we’ve just answered, ask those questions in that order, and then there’s your spit draft.

The the very first draft you can send to the client in their own words. Right?

And the trick is to just load it in here, the same, and it’ll spit out the, it’ll answer it in the same questions, or in the same order anyways.

I don’t know what coaching is but it’s that’s something different.

Yeah so that’s it. Is there any other features or, is there any part of the your workflow that you wanna see how to automate with AI, because I really wanna start getting into we’re using it across the board in our agency, everything from creating content to, creating proposals, to case studies, social media posts, pretty much everything. We’re getting in pretty deep with it. Is there any processes that people would like to see on how we’re using it?

How do you use it for social media posts without making it sound robotic? Because whenever because I tried it several times and like the first time it worked, and then like everyone started to use it, and all of a sudden, AI writing sounded very robotic. It was very hard to get social media posts.

It’s your it’s your voice in your role. You have to assume assume of the role of something and then just, AI is really good at it. It’s just the voice and then using a formula.

Wait. That’s actually one of the easiest we found to do. Is the social media posts. Almost too easy. I’m surprised people are are not everyone’s using it, but are you using formulas, copywriting formulas?

In the AI templates?

Yeah. Like for your social media posts. Not really.

That’s that’s what you want.

So here’s the trick is to go, yeah, you want anything you’re using. So let’s just do you know, pass formula rate, for Facebook.

It’ll you you need to you can use the voice of customer, but you have to parental oops problem. I don’t know what that is.

You have to let AI know, and you can do a template around that.

Give me what’s the topic someone wants to see, post on?

Give me something.

Fun day.

The, as long as you use that problem match day formula, and then you you get clear on your voice, and then give it some guidance. It’s really good at figuring it out.

But that’s the key though is to follow the formulas.

You’re not using formulas at all?

Well, now I write my posts by hand because I find it they tend to work better. Because, like, for example, for my own post, sometimes I’m sharing information, where I don’t necessarily want it to have that story kind of format.

Wanna keep focused on providing value.

Do you have, so if you wanted to, like, have your own voice, so that you can use, AI to to emulate your own voice and then feed it past posts that you’ve done.

Mhmm. And it’ll use your it’ll analyze your pattern and then it’ll start producing content like it was you.

Yeah. That I’ve done before. That can sometimes work.

Yeah. If it works for you, whatever, we we find we use it’s always a role us, like, we we choose, a, like, a a copywriter will say, you could say Joanna Weeb. You could say, AI is really good at picking that up. Like, we do content for doctors as well, and we use doctor voice.

So we we pulled in AI as some really good content around, winning campaigns, and a lot of it is Doctor’s voice. So we’ll use that to feed the database to train AI. And then it’ll write, like, like the doctor’s voice from these from these content. So that that’s how we’re using it.

It’s spot on once you get it trained with the data set anyways. And then you’re just at the beginning, you’re just telling it to assume that rule. And then once it figures out the role and it figures out the patterns, you’re you’re good to go.

Also, there were in in the past, I would keep it all on the same chat so that it would have that memory. But it would that one chat would get overloaded.

And it would get really, really slow after a while, so I would have to open up a new one.

Yeah. So what’s happening is I’ll show you. We use we use, we don’t use, I use, like, chat GPT four, but we use different tools. We have our own not our own, but it’s we use a different one. It’s, it’s chat to team GPT, and it’ll show us here on let me know if you can you can see the screen.

It’ll show you after a while, like the right here.

Right. So this is the efficiency. And after a while, this goes down the more you use it, and it I don’t know the calculation, but that’s what’s happening. So as a bit of the halfway mark, we we shut it down and then we use another because it starts the results start to get wonky. You don’t have that indicator on this, but if you can pick up this tool, I think it’s still available. This is you this uses the API.

From ChapyT at GPT four so you can choose which models. And this is where we store all of our prompts for using stuff and building stuff. Like, I empower teams on this.

One thing I’ve noticed is when that happens, what I end up doing is, asking it to, build me like a brand voice and document.

So then I’ll feed it to the new chat. And then continue the discussion there.

Yeah. That’s smart.

And that’s you can do it too. Like, we we do the same same concept where we to get the doctor’s voice, we have it actually create a style guide from that and analyze it. And then and then before writing content, we load that style guide into the knowledge base, have it analyze it, like I just did first, create a summary of it, and then use that moving forward for the content. You get the once you get to that, like, if you’re that detailed with it and then you control the voice and you and you get it, you can’t tell.

But just putting stuff in and spitting it out. It’s not it doesn’t, and people disagree with this. I I know where the the future’s going with this.

It’s not, and it’s kinda like do I used to struggle with a lot of this stuff publishing it. Like, oh, it’s AI, even in social media posts. I don’t care. Like, it’s good.

It converts. This stuff really converts. Like, we use this for Google ads. We use this for, and I even putting a landing page, I’m like, well, you know what it say I generated?

You know, it doesn’t am I creative enough?

It’s converting. Put it up.

Right? But you know, people have different approaches on that, but just we find as long as you you stick to the proven copywriting formulas and then you overlay the voice of customer, it’s you you have a pretty good foundation to work with. Right? There was a study. There was a study too that did, they compared AI generated headlines versus human and AI just destroyed it.

The conversions were way better, but then it failed in long form copy now, but it’s only gonna get better. Right? Just give it just a matter of time guaranteed.

Can I ask a question? So I was on a webinar for searchy earlier this week. I don’t know if you know it. It’s tool. I think it was developed by Stu mclaren, the Alright.

It’s searchy.

Searchy dot I o.

Is that right?

S e d r I e at the end?

Okay. Yeah. Dot I o. Yep.

Yeah. But with the you’re missing an h.

And basically, like, what they were recommending is that you can upload load, like, the full content of your course. You can upload your podcast, like every all the content you’ve ever created.

And then it builds you a chat bot that will answer questions, and I mean, he’s so he’s the, like, the membership guy. So he’s talking about how this can be used inside of a membership, but, like, I have this program. I don’t know if you remember Shane. You saw it in like the first week of a Yep. Of CSP.

But you know, like, I think the main I haven’t relaunched it since the fall. The main issue with the program is it’s like a lot of money for people to pay to still be writing their copy themselves. So I think before I relaunch it, I need to build an AI component into it.

I’m just wondering whether just seems like a lot of mental investment and time investment to, like, build a custom DP tea or I’m just wondering, I guess, like, if you if the program is, like, here, follow this flow, like, Here’s how you do the research, here are the templates.

What how would you best incorporate AI in a way that people could use it themselves, like, to run with my templates or to run with my concepts.

This like this. So this is your I use this for, so when I purchase a book, what I use is I I download the book and I create a database.

And then, like, this this is a really good copywriting book, and, AI is really good at this. And now I’ll use this as the database to help me craft content.

Like, I have one for eugene Sports. I have, like, different copy. Right? So if I’ll run stuff through, like, as as Eugene Sports, like, what do you think of this? Tell me the stages of awareness. Tell me the market sophistication.

The same concept, you’re just using your templates. So you can include your template in this, and then you could tell me, like, you know, the key aspects of the rule of one, that’s a big one. And it’s it’s tell me about, you know, the rule of one. It’ll it’ll look at the database for that.

And it’ll it’ll spit out and reference it where it’s at in the book as well.

So if you’re trying to do that within a paid program, are you creating a custom database?

Like, that’s a custom GPT or, like, a GPTS that you’ve train on your database, and then you’re just giving people access to that to Got it.

So here’s Flash Kinkade. So Flash Kinkade is, this is a document from AWI, and it’s the secret weapon on writing great compelling copy. And it’s Fletcher KA that tells, you know, sentence structure, all the good stuff. So we uploaded this as a database.

And AI uses this whenever it’s creating content to always achieve that flesh and Kade score. So now when I go here, that’s the database. I can train a chatbot, and I can I can do a new chatbot, and I call it what you want, Fliskinkade score? And I could upload your templates as well if I wanted to. I can create one. Do you want me do you want me to create one with you sometime? And we can Sure.

So you’re gonna You’re in a f f four a I. Okay.

Yeah. This is one of there’s so many available right now. Like, there it’s not.

But that’s that’s what you’re doing. You’re creating a you’re creating a database with your files.

AI, you’re training AI on that. And then and then you can literally share it. Like, there’s options here to share it if you wanted to.

With, your students, and then it’ll use the data from that. We’re we’re working with Jill one one where we’re gonna we’re taking all of her books that she published, and we’re using that as a dataset so you can, like, ask Joe type thing.

Mhmm. Cool.

And it’ll use the information from that to to produce something. Is that what you’re looking to do similar?

Yeah.

Yeah. Yeah.

That’s all it is. Just create the content. Right? That’s the you’re you’re gonna see like a lot.

This is all the the issues you’re hearing in the news right now. We’re like, I I forget who’s suing Open AI. Everyone suing every other everyone else because AI is using all of these data sets and that’s all they’re doing. They’re swiping content and they’re using that to build their data.

And that’s where you’re gonna you’re hearing all these lawsuits right now, but that’s all it is. You just you create your your data set and then I use it for, for direct response. Like, I have all the direct response books loaded. So if I have a question or I’m planning at a campaign, it’ll spit out, like, stage of awareness, market sophistication, then I can say, hey, you know, map it in email sequence for stages of awareness.

It’s gonna tell me. And it’s spot on because it’s a formula. Right? It’s a framework.

As long as it understands the problem, and it has and now you can you can give it access to the internet, which is really scary. Like, there’s another a have you guys used, there’s another tool up there called plexi. Have you guys used it?

This one is crazy. So you can you can, it’ll search the internet. I love this, right? And it’s like, What’s the, what’s conversion copywriting? What’s, what it does is this is the future Google’s toast. So it’ll, it’ll look at the internet and it finds it’s reviewing Joe’s information, and then it’s telling me it’s answering the question for me, but I don’t have to link through, and it’s using all the sources. So how powerful that is?

Crazy.

That’s how we use it.

But so, like, I mean, could you copy this response and put that on your blog as a blog post of what is conversion copywriting?

You can, as long as you say, okay, so what I can do now is I can you can copy and paste this and you cannot overlay a formula. Like, we did a, We did a a video on this where we create content. So we we create content for clients. And what we do is we we look at the top ten articles that are ranking, and then we take that topic, and then we copy and paste it, and then we have AI look at that and you apply the copywriting formula features advantages, and problem you avoid, like that type of formula, and it spins it So it’s actually better content that was originally and that stuff ranks really well.

And it’ll pass plagiarism checks. And as long as you combine that with, like, your role that you’re you’re playing. And we always say, Gary, we we use different copywriters or you can find If you’re in that space, you can ask AI, like, who’s a really well known person in this DIY space or in this space? And AI will tell you And then you’ll say, well, what’s what’s that person’s writing style?

Great. Can you create a style guide based off that person’s writing style? Can you create a persona? It’ll do that for you, then you save that persona and that’s your data set.

And it’ll start running like that.

That’s the future. Like, it’s crazy.

But, like, so these those are citations. Right? Like, the one four three seven. So is it actually sorry. Like, when you say oh, gosh.

When you say that I would a plagiarism test, like, what I actually is that gonna come back as Well, so so right so take this right here.

Right? So just go, you could just guy write this rewrite this, using Problem agitate solution. It’ll do that. Right? And it’s you’re gonna have custom content on it. Right? This isn’t usually as good as, what do you call it?

This is meant more for search engines. Mhmm. But that’s all you need to do.

Right? And it’ll it’ll take that. It’ll rewrite it and spin it. In s e in the SEO world, we used to have tools that literally spin it.

That that’s what they used to do, but people are using, this isn’t a great tool for doing that. But you can put it in, in chat GPT. Right? And you could you could say, what is the rewrite this as problematic state solution?

This is good. And then you would have I’ll just agitate whatever it is, and then you would assign a role, like your conversion copywriter, and it’ll spin it for you.

So same thing. Just your and this is this actually works really well because a lot of the content, like, we because we’re in affiliate marketing. So we our goal is to get stuff ranked, but you know, how do you if someone has a description of a product they’re reviewing, and then we take that description and we apply a proven copywriting formula, you’re putting you’re producing better content. And Google has come out and said they don’t care.

They don’t care if it’s AI generated or human generated. They’ll rank it as long as it’s solving a problem and its quality content. And just by using these these formulas, it’s quality content because it’s a pattern, right, that stuff works. And the and that’s what we do to rank these articles.

Cool.

But I wouldn’t use, like, I hate semicolons. Like, we have a whole voice, right? Like, we have build out your database as well. Like, if you go here, we have different kind of prompts. Like, here’s an agitate, from agitation solution prompt.

We have different writing style guides. Like, here’s a here’s one writing style guide where it’s a flesh kinkade of sixty to seven. So we we have different ways that we want to write. And then depending on what we’re writing for, I could show you content, you’d never know.

Not a chance. And it’s, like, you even hear we have a trained. So this is, based off of, a flesh Kinkade example. Like, you can here, we give it specific, you cannot tell impossible.

Right? So that’s the and it’s just learning this, especially as copywriters, like, I’m direct response, but, like, in lead generation, any of this stuff, this is this is it. This is the future. This is the way it’s going.

And just learn this stuff to build in or to improve your writing style. Right? Not improve your writing style. You can still maintain your style, but if you can take your style and you can create a process from it.

Right? You can automate your own process, automate yourself and replicate, create ten versions of yourself. That’s that’s what I would do. Right?

Can you show us, like, if we’re just using top g b t without the team g b t How do you it that tab that you’ve just had open, like, is there an equivalent here?

Yeah. So this is this is a, you can you can this is a Chrome extension, which is a prompt manager. So you’ll have different we have different prompts here as well. So this this is a really good one. Like, there’s, how to respond, like, I do I do what done. Like, we plan out projects like this. It’s really good at doing this stuff.

Milestones, checklists, smart goals, right like an eighth grader.

This one is good. Improve readability. Like you can paste you just literally paste it in and you tell it to analyze this copy for me. And, and it’ll analyze it. It’ll make it’ll make recommendations.

There you go.

So it’s all about prompts. Right? But you have the if you’re using GPT four, then you can download that and just save all your prompts here. So you just create a new prompt, enter your title, you know, put the prompt here and save it.

Okay. How do you guys how do you get to that?

This this is a Chrome extension that you can you can purchase. Oh, not purchase, but you can, You can download. We I everyone should have access to so we made all of these prompts available, but I’ll share the link, to students.

So all of these prompts here, like your problem out of state solution, all of this here. So this is a really good one actually. This one actually examines your customer service data, your customer survey data, and it it looks for frequency and based off of frequency.

So, it’ll write a one reader for you using Joe’s formula.

And what’s cool about that is it’ll identify all of the hesitations and concerns, but it’ll focus on the top four percent. And it’ll spit those out so you know exactly what to address in your consultations. And we do this what we do in this case is we print these and we give them to the sales people. So when they’re doing a consultation, they they know the exact problem tate exactly what what to say, right, during the the the sales call.

And it’s all about prompts, right? It has really good. So build out your arsenal, right? Build out your, I use this for morning, brain dumps, everything. I don’t know what I’d do without AI right now.

To be honest. And what’s cool is that you can use AI to ask you clarifying questions. So if you if you’re brainstorming and you can actually use AI to talk to AI, so you could say as a project manager, I want you to take the role as a project manager, then I want you to take the role as, a senior pro or some other field, and then I want you to have a discussion about a project, and I want you to figure it out together and then give me a solution. And it’s cool. AI will, like, talk together. Figure this out, and it’ll give you a different perspective. It’s insane.

But that’s using it strategically. Right? You wanna and that’s really the way to look at it like there’s you can really use AI to streamline your processes.

And, like I said, make copies of yourself. That’s that’s the biggest the biggest thing. Right?

Build out your database.

Any other any, any other questions or I can answer for anyone?

Are people having fun with AI or is it just me? Is it every no. Everyone seems excited as AI as I am.

I’ve kind of taken a break because I just kept like losing time being down the rabbit hole. Also, I haven’t done much exploring in the past couple months.

Yeah. Use it. I’ll I’ll share with, I’m gonna do a, training on, we have an Excel file. So really, the key is to look at your processes internally.

Starting with the buyer’s journey. Like, look at your processes and then in each step, figure out what can I use AI to automate or how can I use AI to to to streamline this? Like a no brainer is what I just showed you the proposals. Another one is your your your VOC research.

Right? And you can’t we’re not at the point right now where you can automate everything because if I was to copy and paste this entire, chain of thought, it wouldn’t work. AI is just not it’s too much data for AI to analyze. I have to do it step by step, but it will get to that point eventually.

And then you’re just kinda, like, you’re you’re you’re building it out. You’d be surprised what you can automate. And this is just doing it manually. Like, you can use bots that, you with API integration, you can start connecting stuff, start feeding stuff. Like, it’s, it’s pretty cool.

Any, any other questions?

Nope.

Okay. Cool. So I’ll make the the the prompt available as well and if, I’ll put it in the chat as well, but it’s also available.

And like I said, everything isn’t here. Just, you know, go ahead, copy and paste it. And, have fun with it. And if you do wanna edit it to your voice, like I said, just just start, start adding your the inputs under this, and then you can see it’ll come out with different stuff.

Cool. Yes. Thank you.

Okay. Awesome. And, any questions, let me know. For Another session as well that we’re if we’re getting into this automation stuff, is there anything that people would like to see, automated as far as your workflows or that I can, I’m happy to build something out and, and help you automate it as well, and then we can share it with everybody.

No one’s using ai for anything? We gotta start.

Okay. I think what we’ll do is I’m gonna get, I think the next session then I’ll I’ll share the process that we use to get to that point where you’re you’re starting to automate your business processes and really the process and the steps, and then we can start with that.

And then just literally go step by step, build out your prompts, and then just build soaps, and, and, and document it, and then you’re, it’s pretty, it’s a lot of fun, but you’ll get a lot more done too.

Cool.

Okay. Cool. I will talk to everyone. Any other questions? Let me know. I’m glad to, to answer as well.

Thanks, Shane.

Thank you.

Thanks, Shane.

How to Write Useful Books with AI

How to Write Useful Books with AI

Transcript

There we go. K. Everyone, everyone can see? You’re good? Okay. So, today, we’re gonna go over, how to write useful books.

And the premise is based around I don’t know if anyone, has read it yet, but there’s there’s a great book called Write Useful Books by Rob Fitzpatrick. And, it’s a very systematic approach to to writing the book, and a good analogy is Joe’s research and discovery phase. It’s really getting into the mind of cost of the customer, understanding the problem, that they wanna solve, and then crafting a promise or solution to solve that problem. So what we’re gonna do is we’re gonna take that concept, that he talks about in the book and the step by step process, and we’re we’re gonna use AI, to streamline a a lot of it today.

Now the book is essentially broken up into here’s a a diagram of each phase of the book, and, essentially, it’s broken down or the process is broken down into scoping.

And scoping includes really, you know, who you’re writing for, what they care about, what problem are they trying to solve. And then based off that, you craft a clear, clear promise.

Then more importantly, you you decide who the book isn’t for and what the book isn’t gonna cover. And then once you have that information, you can start drafting your table of contents, and then you create something that’s called a recommendation loop. And I’ll give some examples, in a minute on what that is. And And then you’re using this information to essentially, you can survey people, you can interview people.

I gives I’ll show you how to do that. If you really wanna do that, I’d I’m gonna write a couple of books, and I’ll show you where I’m at with these. I’m not gonna do that. I think that with AI, you can get enough information, session today, you’ll have what’s called a scoping document. And the scoping document will be similar to this.

And the scoping document will be similar to this, which is gonna be your table of contents, your top ten problems, the the interview questions, really getting into the mind of the customer that then you can use to start creating your book. And then, of course, I’ll get into that sort of the the process where I’m at it with it and whatnot.

The let’s start at the first step on that. And the first step he talks about is really it’s define your ideal reader and the specific problem they wanna solve. So this is this is copywriting in a sense. You know, you wanna you wanna know who you’re writing for.

Oh, you’re you can hear me okay? There’s oh, I thought I heard a noise in the background.

Now he defines the problem as loosely or the problem is loosely defined as a skill the reader wants to develop, a fear or frustration they have, or a question they need an answer to, or a goal they wanna achieve. So when you when he says problem, he’s defining it very loosely.

The whole concept of the book is really to you wanna get into the mind of the customer, we call it, and copywriting direct response. In this case, we’re getting into the mind of the reader. We’re trying to really understand, the core problems so we can truly write a book that is useful.

The first step, of course, is to write your clear promise. Now he talks about the way he frames the promises, the key in framing of promises around solving a core problem or frustration or achieving a tangible outcome. So, again, it’s a skill I wanna develop. It’s a fear I wanna alleviate. It’s a question I want an answer to, or it’s a certain goal that I wanna achieve.

There’s a great quote by April Dunford, and she said most books are idea books. You know, that they don’t give you one little word about how to get it done. My book is going to be a book about how to actually do it. And that’s really one of the concepts of this is it’s, it really is writing a useful book, and it’s gonna teach you the actual step by step process. So it’s not theory, and that’s the overarching concept.

The key to identify a very specific problem, and there’s there’s certain processes that you you go through, and I’ll show you how to do them with with AI. But, you state the the problem, then you make an explicit promise.

How he defines the promises, it’s, you’re providing a clear path to that solution or desired outcome that they want. The promise should focus on teaching actionable methods, not sharing ideas. So he gives a great example of a promise of, a book. And this this is a a book that’s very popular, How to Stay Alive in the Woods. You look at that, you and Celine know what it is, and that’s a great example of solves a problem, and it’s a clear promise.

Here’s some examples of problem and promises.

And he the way he structures it in the book, it’s almost it is essentially a formula that you can use, which is great for AI because AI loves patterns. But, he gives some clear examples. So here’s an example of a problem. I’m struggling to gather reliable, customer feedback and insights as an entrepreneur.

The promise is this book will teach you proven techniques to conducting insightful customer interviews to deeply understand your customers’ needs and build products they truly want. So that’s a that’s a great example. Another problem, feeling stressed and unprepared when facilitating workshops or presentations. What’s the promise? Follow the step by step framework in this book to design and deliver engaging impactful workshop workshops that wow your audience.

Here’s another great one. Wanting to develop a consistent writing habit, but lacking motivation or desire.

This book provides a structured plan with actionable daily exercises to help you build a sustainable writing practice and make progress on your goals.

And then the last one he gives is, desiring to be more productive and make better use of your limited time, learn productivity strategies based on the latest research to eliminate wasted time, energy, and focus so you can improve the most your most important goals.

So in this case, as you can see, you’re you’re clearly aligning the the promise to the problem.

Once you understand the problem, you align a promise, and you state your promise, then you go into what he call what he calls as drafting your your table of contents. Now, again, there’s specific requirements on this.

You’re gonna add detailed subsections under each main section to further break down the specific lessons and takeaways.

You’re gonna test your table of contents, by having teachable conversations, he called them, where you attempt to actually deliver the promise value to your potential reader step by step. He suggests interviews and and, surveys. We can use AI for that. But, again, I’ll give you both message. You you can choose which one you want. Here’s a great example of the before and after for a table of contents. This was an actual book where the table of contents was just pine, willow, popular oak.

This table of contents, it just lists the names of different trees, but it doesn’t convey what the reader actually learned out each one. And here’s a here’s a great example of a good table of content. So instead of pine, it’s pine for fire starting wood and bandaging injuries. Willow for carving, weaving, finding water as a and as a pain killer, poplar for carving, kindling, containers, and treating infections, oak for construction, crafting, cold fires, and medicine.

So it it it it’s very specific, and it describes a specific outcome from each in the table of contents. So it’s very important.

The next one is writing your cover, and, again, it’s a formula.

And it’s for your cover, he says, you know, you write your clickable cover that makes an unmistakable promise about the value benefits that you will receive.

So the cover should make a clear promise, of course.

The title or the subtitle should explicitly describe who the book is for, the benefit outcome, and the text and imagery conveys a a core promise at its glance. And you’ll notice a lot of this stuff is is pulled from copywriting as well. A lot of this stuff is sales letters.

It just framed differently. Even the the the problem solution, formula that he says to use to write your promise is is literally problem solution or problem acetate solution for copywriting as well. And, again, if you’re gonna use the cover, he gives this multiple times. It’s how to stay alive in the woods.

So what we’re gonna do now is we’re gonna go through this this process that he talks about, which is scoping, and we’re gonna apply the steps using AI. So what I’ve done is I’ve created and I’ll give everyone access to this at the end. So, we’re covering this part, and this is gonna be like I said, this is gonna be enough for you to have your table of contents, have your book, ideas for your book title, and then you can start showing it to people and then start drafting your book as well. The writing and the drafting phase at the end, I’m gonna show you how to use chat or get chat t GPT to emulate your writing style or a specific writing style that you wanna emulate.

In my case, I’ll explain. When we get there, I’m writing a book on effective delegation. There’s a specific book that I really like, and I like that writing style. So I’ve I have AI analyze it and do a style guide and produce a style guide that I can input and use as a database.

And then moving forward, it’s gonna emulate that for me. So I’ll teach you how to do that at the end as well.

So here’s the first prompt for the scoping, and I’ll I’ll do a couple of them as well depending on how much time we have. Now the first step is you really you wanna define your, the top ten problems that your ideal reader wants to solve.

In this prompt right here, we are we’re instructing chat TPT or whichever you use, to look for the most pressing problems of your ideal reader, based on the specific criteria. The criteria we’re using is directly from the book.

These are exactly the criteria he’s saying. Now we got this from and I’ll I’ll show you a trick on how to get this information from is you can take these books that you wanna analyze and you can you can create your own dataset from them.

You can you you can create your own knowledge base, and then you can use AI to craft prompts that follow the specific instructions of the book. And I’ll show you how to do that, in a minute as well. So the first step is we wanna take this. I’ll do two example audiences to show you.

Let’s start with, in my case, I wanna start with pop it in. I’m gonna go with, let’s go first time managers. So ideal reader, just replace this.

And then what it’s gonna do is it’s gonna you can use chat GPT for this, which which will give you pretty good results.

Or another one is you can use is scholarly GPT. So what’s great about that one is it’ll pull, its knowledge from a massive dataset of, papers.

So we’ll we’ll do that one next and you can see the difference. Now these a lot of these are spot on if you read them, and it’s quite detailed as well. So once it lists the ten, then it’s just a matter of your you take that ten.

You can put it in your scoping document because you’ll save it for later.

But, we’ll go through.

One that I another one I’d wanna do as an example and just to show you how, you can get some pretty detailed information, especially on the research and discovery phase, is, let’s do it with scholarly and let’s do it for new dads.

Right?

And just to show you how broad, you can you can make this. So this will be new dad. You can also do it new new, new moms entering the workplace, new dads entering the workplace. There’s a lot of you can choose any topic, and it’s really gonna help you dig deep. Now what’s cool about the Scholarly GPT is that it’s basing it off of actual studies and whatnot so that you’ll find the accurate the information is pretty accurate.

And the same sort of concept, you just you take this in, add it to your scoping document, and then you can move on to the next step. Now, I don’t wanna it’ll it’s a run out because of the time. But the next step on that would be now the step is optional here is to in the book, he recommends, to take once you know the the top ten problems, so a new dad’s case, you know, in this case, it’s gonna be balancing work and parenting, sleep deprivation, financial pressure, lack of personal time. As a new dad, I can tell you this is all a hundred percent accurate, as well. Dealing with mental or no physical health neglect, adapting to change self identity. So a lot of these, what do you suggest now doing in the book is to take this information and to write a survey.

So, again, you can use chat GPT for that. I included a prompt if you do wanna do do that. There’s a a GPT called survey, creator GPT. I’ll open that for you.

And what you can do is you can paste the there we go. You can just paste this prompt, if you do wanna do that inside of that. And what it’s gonna do is it’s gonna, create a survey that has two parts. It’s either a survey question or a survey interview that you can send to different people.

I put the output in here for you. You can see what it looks like.

And this is the output. It’ll put it on a scale of one to ten. And because you’re we I recommend that that GPT that you use because it follows best practices for surveys and whatnot.

And then, of course, you would send this or interview, your one reader. In this case, it’s new dad. And you’re essentially trying to figure out, okay, which which resonates with them, the most. And then based off that, we would move to the next step.

So the next step after that is, you know, let’s say that we we are we speak to dads. We’re like, okay. This problem really resonates or it’s first time managers. In this case, what we would do, I know I went through this right here. Let’s go to this is a new dad.

Okay. Here’s the delegation. So I’ll go through I know it’s delegation, time management and delegation.

So what you do is you take this prompt and copy it. Now what this is gonna do, it’s gonna really dig deep into that specific problem, and it’s gonna use the criteria from the book, that we talked about. Because now we know the problem. We wanna understand the goal.

We wanna understand, what we talked about earlier, any questions they have. We also wanna understand any frustrations or problems that they have, related to that specific problem. So we’ll put that in here, paste it, and go up target audience. Here we go.

So first time managers.

And now what’s gonna do, it’s gonna based off the criteria of the book, it’s gonna really dig deep and so you can get in into the mind of the, the reader.

And this is building now we understand the top ten challenges. We we’ve narrowed that down to getting into the understanding the the mind of the customer, the the reader, and crafting our table of contents and also our book title as well. Now what I did in this case is you just copy and paste it, put it in your scoping document, and you can study it later. And it’s pretty detailed stuff. Like, it it it talks about personal and professional growth, why they’re motivated profile. It goes into detail quite a bit.

And if you do read the book, you’ll see that these are aligned with with everything that he mentions to, to do. You may not agree with all of it, but we’re using his criteria to, define the to define the stuff. So next is to, get an even deeper understanding.

Now now we know it’s first time managers. We know the problem. The core problem is effective delegation.

Now we wanna get in to deeper understanding. And we for effective delegation, we wanna know which skills they wanted to develop. So we’re gonna ask AI, specific questions, including why questions.

We’re gonna we’re gonna wanna know the the, the skills it wants to develop, the frustrations and the fear, any specific questions, and then any goals. And then we’re gonna ask we have specific criteria that he discusses in the book to get an even deeper understanding. So So what we’ll do is we’ll paste this.

And remember, all of this information we’re gonna be using for our table of contents and our book cover as well, which is I was pretty surprised the book. The GPT nailed it quite well. So we’ll paste this in.

Here it is. So d and this is deeper, deep in our understanding of the most pressing problem identified earlier, which, of course, was the delegation for our reader. We click on this. And now it’s gonna give me specific skills that the the reader wants to develop, specific questions it wants, answers to.

Because remember, we’re we’re promising something in this book. Right? So it has to be actionable because it has to be a useful book. So what we’re doing is we’re layering in and layering it, and we’re we’re getting to the meat and potatoes.

But because we’re going it from different angles here, we’re coming from a skill development angle. We’re coming from a fear and frustration angle. We’re coming from an answer and question angle. We’re also coming from a goal angle.

We can tackle different promises, and we can test which ones resonate better. So that’s that’s the ultimate, goal that we’re doing here. So, again, copy and paste this, put it in your, your scoping document.

Now the next step when that’s done is now we get a handle on our most pressing. And I’m I’m sort of going through this because we’re limited on time, but, ideally, you’d wanna analyze this and and read through it. I did this do with copywriters as well. So I’m gonna there’s a book called, Creative Under Pressure that I’m gonna write because it identified with copywriters.

One of the biggest challenges is wanting to, maintain creative or be creative when they’re still facing all these tight deadlines and they feel rushed.

So that’s a pre engaging topic. So I’m gonna write a book on that as well.

Let’s do the next step. Craft a tangible promise. So this is the fun part. Now we know the problem, the core problem, delegation, you know our audience. Now we’re gonna ask ChatGPT to craft a clear promise that we can start testing. And, again, this is the structure of the book, to the letter, including the skills, the promise that they need, the fear frustration, the promise that addresses that. We paste this in.

So here we go. So the first one is the need to craft a promise, is skill development. So many new managers struggle with establishing authority while maintaining a positive relationship with former peers. Here’s the promise. If your new manager finding it challenging to balance authority with, camaraderie among your team, then this book will teach you practical leadership skills. The next one is understanding the fear and frustration.

The another one is the identify the problem, new managers. Asserting authority is a good one. You know, if you’re a new manager pondering how to assert your authority effectively without alienating your team, this book will offer you clear guidance. So what we’re doing now is we’re aligning the the promise based off the, problem, but this we’re we’re categorizing the problems, again, based off skill, fear, question, or goal. Now once we’ve done this, we have our promise, we have our need.

You can go on to the next step, and you can test this if you want. You can take this prompt, put it into the survey GPT. And what what that will do is it’ll craft a series of, survey questions that you can either email, or if you want to, you can interview them. And the goal of that is to determine which promise out of everything we just mentioned sort of resonates with the reader, and then you can you can use that to move on to the next step, or you can just use chat tp t. I’m not gonna do this because I’m I’m pretty confident in the results that that chat chat t p t is writing. I’m gonna move on to the next step.

He talks about in the book, you know, who the book is for and not for.

So what I’m gonna do is now I know that the the reader, I know the core problem. Now I wanna draft who the book isn’t for is not for. And I wanna not only decide who the book oops. Sorry about that. Okay. So the next step is we’re gonna we wanna write, or decide who the book is for, who the book is not for, and what the book will not cover. So now Chat EPT understands our audience, the core problem.

It also has a handle it can also tell us, okay, who is the book not gonna cover, and it’s gonna write that for us here. Again, these are all the requirements that it talks about in the book, with clear examples of each one. So then it’s just a matter of pasting it in. Now this is important as well because this is gonna be one of the first sections on your book that, and he talks about, you know, you wanna highlight exactly who the book is for, who it’s not for.

So when I look at it right away, I’m gonna say, you know what? This book is for me. It’s not for me, and I’m gonna make that decision. And not to go really broad, because if you go broad, you get a lot of four star reviews.

It’s like, oh, this was a good book, but it wasn’t really for me. You wanna avoid that. And by highlighting who this for isn’t for and being ultra specific, new managers who wanna learn how to delegate, It’s not for, leaders with a lot of experience.

It’s not for non manager skills. Like, it it’ll break it down for you. I’m gonna include this in the the table of contents. So I would copy and paste this, put this in the scoping document.

The next step here is to write a recommend recommendation loop. Now this is cool because a recommendation loop is he talks about it, and we’ve all done this where, okay. I have a problem, and let’s do presentation. So I have a presentation coming up. You know, I’ve never done a presentation. I need to learn how to do this.

I’m talking to a friend at work. A friend says, yeah. Yeah. I I was doing presentations.

I read this great book. You should check this out. Oh, what is it called? I go read the book.

I implement it. I hold a successful presentation, and then I recommend it to someone else. That’s called a feedback loop. And in the book, he recommends that you write that, and it’s a dialogue between two people based off your specific problem, which is which is pretty cool.

So I’d paste that in as well.

And remember, I’m I’m layering this off of, each step. So now it’s gonna analyze it based off the problem, and it’s gonna write a a, a recommendation loop for me.

And, of course, what I would do before is you you take that. Here’s the recommendation that it, it did before, and it breaks it down for you. It’s triggering the need, mentioning the stress, and it’ll create a dialogue from start to finish. In this case, it’s, you know, she’s, Saris is is struggling with her colleagues. She’s struggling with her new roles in the manager and delegation, and Tom gives her advice, recommends this book. She applies the book, and then they call it closing the loop where she she’s like, hey. I had a great experience, and then she recommends it to a colleague.

So that’s what that’s what it’s, he refers to. And, so this is gonna write a complete recommendation loop for you as well. And, again, copy and paste that, put that in your scoping document, and move on to the next step.

Now we get into the fun stuff, which will be the table of contents. Now table of contents is, it’s, we talked about that before. It’s there’s a specific criteria he says to focus on. It’s solving the problem. It’s actionable.

So we’ve taken all the criteria from his book. We’ve taken the exact output that he suggests, and he gives some great examples. So we’re just gonna copy this in.

And now ChatGPT knows, who the book is for, who the book is not for. ChatGPT knows the core problem we wanna solve. It’s recommended potential promises, to solve that problem, identifying a goal, a challenge, or frustration depending on which angle we wanna go with. Now based off that information, gonna go ahead and it’s gonna draft a table of contents for me.

Now the, and now what you wanna do at this stage is you’ll take this table of contents and you can start testing it with people. You can put it in front of new managers.

You can ask people for certain feedback. You can tweak it. If you’re not happy with the first run, then, of course, you can, you can just have it rewrite it as well.

So I took this well, it’s running through because of time right now. Put it I put it into the table of contents here, and, it was spot on. It, I like this one better because it it it laid the foundation. One trick I had, if if you do so he does mention too, if you’re gonna write a useful book to make sure that it’s it’s timeless.

Right? It’s it’s not to not to align it with certain technologies that won’t be around in, say, a year or two years. Right? So one thing that I did is they’re the business book here on, like, the top one hundred tools you need to succeed.

And in that is the delegation process or as other business, frameworks that are using the financial world, like balanced scorecard.

So you can take these proven timeless frameworks and you can ask AI to, draft a table of contents around this framework that then aligns with your reader and the problem they wanna solve. So that’s gonna solve sort of the timeless take that we were talking about.

Next step we do after that is the book cover. Now this this is a fun one as well.

The book cover is there’s certain criteria that, we talked about in there. Now this one, you want to update a few things, on this as well. So you wanna paste this in just because it’s a bit more accurate. And it’s gonna give you ten potential book titles. So I put first time managers and most pressing, which is delegation, which we figured it out.

So now it’s gonna suggest some book titles.

Some of them you like, some of them you won’t. Some of them for there’s other titles I gave, and I’ll show you in a second that I love.

The copy running one, I absolutely love.

And, the the original title that it said, I made some tweaks to it. Now this is the criteria he recommends as well. You could use, copywriting formulas here if you want. There’s other formula that you can find. Test that. But this is based off the criteria he suggests that’s embedded into the into the, the prompt.

So now you have your titles. And, of course, you can you just you paste it in here. And now you have your table contents. You have your, your title.

You have everything done in the first part that he talks about, which is your your scoping document. So you’re like, what’s the next step? So the next step is to, take this information and you can use some type of writing tool. What I use is, it’s a lifetime value.

I don’t know if anyone’s ever heard of Atticus.

So there’s three books that I’m I’m gonna start, writing. The first one is the one we just went over, is the effective delegation for first time managers. I think that’s a great a great title.

This is the outline that I talked about, which is based off the framework. So it’s, I have my outline. I have the premise. I have the title. I can start testing it, and these are the the the other headlines that I I may test as well. And that’s all from the scoping document. It took me about a half hour to put this together.

The other books that, based off other research I did, the other book I wanna write is, of course, write useful books with AI, which is the process I’m going through right now. I’m gonna take that and I’m gonna write a book on it, as well. Well, that’s an obvious no brainer. And then this one, which is really cool, is creative under pressure.

I went through that exercise, and I told you earlier that copy that was one of the top challenges that I realized with copywriters is this need to feel to be creative.

But how do you juggle that, especially with all these tight deadlines? So it’s offering actionable tips and incorporating AI or some angle I have to think through on it.

So you put your title in there, you put your headline.

And, on the next step in here, another this is a big one as well, is the drafting.

So, this is all about writing, and you may agree or disagree on this approach, but, the there there’s plenty of books in that right now that are a hundred percent AI written that are making a lot of money.

If you wanna go that route and there’s a certain style you want, this is how you can do it. What you’ll do is you’ll take and I’ll include the prompt for you as well.

You can copy and paste this prompt into, chat GPT or any any that you want. And what this is gonna do is it’s gonna write a style guide for you based off your writing that you want. Now when I say style guide of your style, what I’ll do is let’s start a new one here. I’m gonna paste this in. This is a book that I really, really like. This is a book on delegation that, was was number one seller. It sold really well, and it tells an engaging story.

It, it’s not dry. It’s like a new manager. What he is what he experiences. There’s a lot of dialogue. It’s just a great writing style that I like. So all you need to do is if you find a book that you like or someone else’s writing, it could be a blog, it doesn’t matter what it is, then just go ahead and copy the whole chapter and paste that into the prompt. And you wanna find the the section here where it says examples right here, and just go ahead and replace that.

Okay? And then enter. And ChatTPT is very good at this. Claude is very good at this as well. So it’s gonna analyze this writing style, and it’s gonna write us, a, style guide for me. It’s gonna look for pattern recognition, adjectives, adverbs, and it is spot on. And it’ll give you an example, at the end, this will pass one hundred percent AI detectors, guaranteed.

It’ll it’ll show as one hundred percent human writing because it’s basing it, of course, off the human human writing. Right? So when this is done, you can take this.

And just before you’re gonna write a book or if you just wanna do an outline, with your spit draft or what it is of that chapter, you do very high level. And then you can copy and paste this, and you can see how it’s doing the dialogue, which is just exactly how I wanted. You would copy paste this in here. Save this as your style guide somewhere. You could put it in the prompt if you wanted to.

Okay. And just, write like me.

And now you have your own personal style guide that you can use. And when you’re starting, a prompt, you can just, you know, copy this, put it in here. This is gonna tell ChatGPT exactly how you write your your the style guide, everything it needs to know to emulate your running stuff. And then you can just put your outline here or what you wanted to write. It’ll emulate that for you as well.

I’ve done that with with these sections. So here I’m at with the to taking that process. And keep in mind, this this was a day. Okay? This is, like, maybe three hours getting to this step.

Effective delegation for first time managers, table of contents, the the the book titles that I’m gonna test, the introduction, the all the chapters, what’s book covers and what it doesn’t. I have all that in a scoping document. So I can just take this, copied it, put it in my writing style, and chat GPT will write it. Here’s the first, here’s chapter four foundations of delegation.

Here’s what it’s written so far. It’s the dialogue I want. It tells an engaging story of a new manager who’s learning how to delegate. He has the specific problem that I’ve discovered, the specific scenario, the specific problem, sort of promise, and it also uses the framework from this business book as well. So it’s timeless as well. Right?

And I’ll repeat that process through each, for each one, including the preparing to delegate, and then I’ll just rinse and repeat.

A tip on this is to, especially if you’re looking at a certain, topic is to, if you can find it, like, this was on AppSumo when it was available. This this is a database. So what you can do on these is is find a book or a topic that you like, and then you can add let me go to chatbot here.

You can go in and you can create a prompt, for it. You can upload the book. Okay? So all of these are books here that I that I’ve uploaded, including, like, patient dataset.

So it’ll only pull from that. And then you can you can instruct it to act as a writing coach and that author, and you can put your prompt in here. And then you can use this as a reference guide when you’re doing your research as well. Now a a trick on this as well, if you’re if you’re reading a book and you wanna create your own prompts or or concepts, is, ask this to use the book as its own dataset and then ask it to explain the concept in the chapter.

And once it’s explained the concept, then ask it to write step by step actionable, process to achieve that concept and then ask it to turn that instructions, that step by step process, go to chat GPT, and explore. You’re gonna see different different type of, GPTs that you can use here. One of them is called, prompt.

Here we go.

And you can pull this up. There’s prompt engineer, prompt perfect. That that’s a that’s a good one. You can paste those instructions into prompt perfect, and it will write a prompt for you to achieve the exact outcome that the author suggests based off his criteria.

As you can see, yeah, that’s pretty powerful, and you can align that with different books, and different strategies that you want depending on the angle that you wanna use. So if you can get a hold of this, definitely do it because you can build your own your your own datasets.

That’s it, in a nutshell.

I’m gonna put this online in one of the groups.

It’s gonna take me, I imagine, about two weeks to publish the book on delegation.

I’m gonna publish it to Amazon. I’m gonna put it up, and then we’ll see how it goes. But, it’ll be interesting. And then I’ll share additional processes on that as I go through it as well and all the prompts. So go ahead and bookmark this, this page, and I’ll share it with everyone as well.

And just a systematic process. You know?

Go step by step and and learn as you go, and then you’ll see different opportunities and and go from there.

Any questions that I can answer for anyone?

Jess had one. How are you planning on testing the titles?

Well, that’s you can do a survey. Right? It’s you can I can put it in front of people?

You can find first time managers. Right? You can test them. You can do interview questions, or you can send a survey if you want. K. Easy.

There’s a test I forget what it’s called. There’s a tool we’re at. You can actually pay as well, the split test. And people you can use Google Ads if you wanted to test book book titles as well or book covers.

I’m not gonna do any of that. I think that AI is to the point right now where I can get a pretty good idea. Like, I’m I’m more than comfortable with launching with effective delegation for first time managers. I think that’s clear.

It meets the purpose. It’s spot on. I’m not gonna see how it goes. But, but, yeah, the you can, and I’ll I’ll forget I forget what tool it is, but I’ll I’ll send it over.

He talks about it in the book that you can use to test as well.

I think Naomi just she chatted over Liza.

That’s the only chat that I use to, test different ads.

So you can It could be.

It could be.

Testing, and there’s a really wide variety of criteria you can choose from.

What’s it called? Sorry. It could be the one I’m talking about.

It used to be called UsabilityHub, and they’d be branded as Listener. And you can do five second tests. You can Yeah.

That’s the one.

Upload up until six different yeah. Yeah. I you can do without a subscription, you can do tests with one question, I think, one or two questions, and then just pay for that test.

And I think it it’ll cost, like, fifty dollars per test.

Yeah. That’s the one he talks to. I’m pretty sure that’s the one he talks about in the book.

Yeah. It’s a great, great platform. I’m busy over here.

Is anyone here writing a book? Anyone have any plans to write a book at all?

Abby and I are both writing books right now.

Are you using AI at all?

Or I don’t I would imagine.

I don’t take my word for it, but I I don’t think Abby is. I am. So, but this is really helpful because I’ve, I don’t know. What I’ve been coming across lately when I’ve been doing work is, between chat g p t, and then I’ve been getting into Claude, and then, oh, I just started on another one.

But I found it interesting because I did the same process the first few steps, kind of similar to yours but different. And I couldn’t believe I was using ChatGCT four, like, the whole thing, and I did it two different times and two different things, and I couldn’t believe how incredibly different the outputs were.

And, so I was like I don’t know. I think where I go a little bit wrong with AI is I like to see the different outputs among the different tools, and I struggle to stick with one because I like a piece of one, but then I like a piece of the other. And, and then I don’t know which one to commit to, and then it gets really jumbled when I’m trying to keep, you know, the whole conversation going with the chat so that it remembers and tracks and I don’t know. So that’s just been my I don’t think I have ADHD, but I definitely have an organization problem. So I you know, that’s just what I’m working out with as I write the book. So I appreciate the process, Shane.

Are you using Scholarly to, the so when I did the the spot on what Scholarly is really good as it’s, like, list the specific problem of this group, and then it links and it references actual studies.

Yeah. No. I haven’t. I was actually searching for that because I I hired a freelancer to do some work for me, and I’m like, I know there’s one where they will reference journals and things like that. So I appreciate you saying that. Yeah. I need to get it.

It’s in there, the link. I did link to it as well as it prompts.

And I did use Scholarly. I found the results were, were really good with Scholarly. There there’s a few of them in there that and the I like how it references. Another, search engine I’ll share my screen with you.

This is a really good one you’re gonna like.

And I’ll do one with you right now is have you used, perplexity at all?

No. So perplexity is cool because what it does is so let’s take this the core problem here. Okay. Here we go.

Most pressing problem. So what it’ll do is it’ll actually pull different references from the Internet, and, I use this one quite a bit. So let’s go here. This is fine.

Identify the most pressing problem of, let’s do, like, first new dads. Right? And what it’ll do is it’ll search, and it’ll pull and link to the actual references that it pulls. So this is searching Bing right now and using Bing.

And it’ll it’ll still stick to this criteria, but it’s gonna give you it’s gonna link to actual sources as well. So try this one.

Okay. Love it.

Difference between perplexity and Scholar GPT is what one scholar is peer reviewed and perplexity is just pure quality.

Everywhere. We it’s, like, pulling different like, this will pull from Reddit forms. Like, see all these here. Right. These are all the places it’s pulling it from.

Yeah.

What’s cool is that you can see like, some of these are yeah. A hundred percent is gonna be right. Some of them are are, you know, advice for dads. Some of this I can okay.

Just a heads up. Let me let me also explain this. I can control these rankings as well. So we’re we’re doing this now where these are pretty easily to, to manipulate these rankings as of now because they’re trying to figure out their algorithm.

Like, back in the days of Google when it first started, you know, it was easy to rank.

And the thing to be careful about this is, like, if I put in into this right now, I said, you know, will AI take over an industry?

It’ll say no. But then if you look at the sources that it’s referencing, these people have a vested interest in AI not taking over the industry. So you have to difference with this one.

However, now this one right here, scholarly, this is gonna pull from, is, two hundred million plus resources built in. Like, it’s an actual database, and these are, like, Google Scholar, PubMed.

So you can pretty much trust these results. Right? You still wanna verify, obviously. Right?

But you’re gonna you’re gonna get some pretty good you’re gonna get some pretty good information from this, and it’ll reference the sources as well. What I would do is another option, if you’re doing your research, is to take this. Okay? Find a assign a study or a journal and upload this to so all of these files here, these are books. So if you buy a book from Amazon, okay, you buy a book, you can upload to your own dataset, and then you have your instant look, I don’t read books anymore. I ask for summaries, and I and I create a bot that analyzes the book for me, just answers it when I need the information.

That’s a better approach to take if you can.

And then find a journal or a study and then just create prompts and a bot, like a chatbot, to analyze the different stuff. Right? Like, we use it for datasets for patients, write great leads, all that stuff, and that’s what I do now anyways. This is great for research. Amazing for research.

On that note, Andrew wants to know if you can recap the different tools and GPTs used in the process and what they do and how they connect.

Just so they’re all all the you mean the tools is in, the prompt tools or the different I think the one that I’m most interested in is how the one that you were just showing us, the four AI, where you can build the knowledge base from books. Like, it Oh, okay.

Yeah.

Connect to chat GPT. I got it.

My I was just curious about So this isn’t connecting to chat GPT.

This is, this is creating your own knowledge based dataset. Okay? So this is this right here is and and that’s a different so chat GPT pulls from a a a data it’s itself well, not self learning, but it pulls you can create your own dataset from this. So I can upload a book, a document, and then I can create a bot to only analyze that specific book or document and become an expert at that and then ask you questions.

Okay. And and what’s what’s stopping you from, like, I don’t know, putting a a PDF of the book into, the custom GPG, like, knowledge base instead. Like, why, like, why doesn’t that work as well as this?

Because this is this will there’s a with this specific tool, it’s not, it’s not just chat chat DBT. This one you can use, Claude. You can use a a bunch of different, bots as well. So if you open this up, you have different options, and you can also pull API. So you’ll get different results from different ones.

One of the issues is with chat g p t, it may not accept because it’s copyright. Right? It as soon as it reads that like, if you put this into, perplexity, it won’t do it because it it’ll say it’s copyright.

Even though it’s my like, I’m not selling it. I’m not doing any wrong. I’m using it from my own knowledge. I’m not sharing it.

Right? So you this just allows you to to bypass. It’s not it’s more like a third party. That’s why I like it.

And more importantly, the different, you can use you’ll get different results on what you go with. Right? And you can also do your own custom, API, and you can actually get it to do stuff if you want it to as well. You can do this with chat GPT if you want.

It’s not gonna be I prefer this, as well because it it remembers it. It’s always there, and you can just kinda build on it. Right?

Yeah. That was close.

You mean, I think you can get this still, I think you I don’t know if this lifetime this was a lifetime deal, and it’s a steal if you can get it. You get, like, more than enough credits, and you’ll save a lot of cash.

And you got it on that too well?

Yeah. I don’t know if let me see if it’s still available. This is the best one I found.

This is amazing for research. Absolutely incredible for research. Here it is. Research anything with AI.

Now it’s off. If it if it comes back again, I’ll let you know, and I’ll let everyone know. But it’s it’s spot on. It’s, I love this.

This is, like, one of the best tools that I use.

Who doesn’t? Right? And you you can hook this up to Evernote and create your own knowledge base. Right?

All that stuff. All those little bits of information that you’ve always saved and you don’t know what you’re doing with it, you have instant access to it with AI. Right? And you can you can sorta have fun with it.

That was great. Yep. Pardon me?

I said that was great. Yeah.

It’s fun. Combative. It’s, it’s fun. I’m I’m gonna publish the book.

You guys can hold me that too. I’m gonna I’m gonna put the link on. I’m gonna publish the book on delegation in about two weeks, and I’ll add to the process as we go through in including the right like me.

And let’s see how it it goes. Right? There’s there’s a lot of books on there making a lot of money right now that are hundred percent written by AI.

So Mhmm.

Jess has a question.

So if you’re going back through and checking to verify that everything’s accurate, Shane, do you have, like, scope on that? Or, I don’t know. I I, again, hired a freelancer to help me out with, a talk I’m gonna be doing been doing using AI to kinda, I don’t know, just put something together. And I did pay and then, also, I hired the same freelancer when I was doing a competitor audit component of an email program audit.

Mhmm.

And and so I I just was curious if you had any suggestions about when you’re using AI but need to verify any tips, things like that? Because I found in the first like I said, the first time I did the g chat g p t competitor audit, it seemed very spot on when I went to verify on all the competitor sites or socials of what they were leading with messaging wise. Then I did it again on ChatGPT, and I literally asked it.

We’re making assumptions. Right? You’re not whatever.

And he goes, yes.

These are just industry, assumptions, whatever. And, and it was completely off from what each company was really leading with in their messaging, whatever. But, anyway, my point is is, like, I’ve realized the need for a lot of double checking and triple checking, And I was just wondering what your experience was with that with AI.

It it depends on the topic. Right? Like, if you’re talking data where, you know, actual numbers and stats, for sure. But, like, delegation, I’ve been doing it all my life. I’m basing it.

I’m asking AI to, because one of the concepts that’s useful is, like, make sure it’s timeless. Right? It’s it can it can be applied now or twenty years from now, and and I’m just using a proven framework on a business, so I don’t need to verify anything. Yeah.

If I was asking for statistics on delegation or along those lines, I would hundred percent verify it. Right? But if, you know, but it it depends on on what year you can ask. Can you can control it in the prompt.

So, k, we do use we do write stuff for for doctors. Okay? And we do JR, which is he’s twenty years old. He’s not a doctor.

He writes articles using AI on very medical like like, pro like, very medical content, prostate cancer, and he pulls stats. But what he does is he uses we we take, like, the prostate society, we take that database, and we tell AI to only use information from that database. So we’re controlling the source.

Okay. Right? And and if you do that, then it’s not it’s not making any assumptions. And you can in the the tool that I showed you, if you read those those prompts, like, I’m very specific in what I’m saying.

Right? It the the this is this is what I say for the for the book, and this this will give you an example. So I say, as a nonfiction coach, your job is to help students write useful nonfiction books by applying the strategies and tactics from the book, write useful books. The main focus is on is providing clear, actionable tactics for writing useful nonfiction books.

Please provide answers using only the language terms and strategies found and write useful books. When explaining concepts, use direct quotes or closely paraphrase the book’s content without adding information from other sources.

So you see I was very clear and specific about what I wanted it to do. Yep. As long as you you can like I said, like, we this is HIPAA. This passes HIPAA compliance.

Okay? So that’s a perfect example. We have the requirements for HIPAA. We give AI access to it.

We have, the dataset on prostate cancer from a reputable source. And any studies that are peer reviewed, we give access to that. And then we create prompts based off what I just said. And we have a twenty year old who has no medical experience writing detailed white papers about a medic that are then signed off by doctors.

Okay.

So it’s all you can do it. There’s two frames of thought, though. A lot of people say not to write a useful book or do stuff that you’re not familiar with. I don’t buy that stuff. I think you can learn anything. You just have to take time to learn it. I don’t I don’t subscribe to that.

But other people say only do what you know. Data always verify unless it’s your own dataset, but even verify anyways. Right? Like, we do we do social media posts where it’s, like, about health, health topics.

Right? Like, it’s it’s prostate awareness month, whatever it is, and then we’ll we’ll pull stats from a dataset. But but we these stats are from reputable sources. Right?

And you can control the your AI bot to pull from those sources.

Okay. So it’s all it’s all about data. It’s all about where it’s getting information from. Right? That’s what it is. But that’s why I love these tools because you can you can the trick is not to and we didn’t call it a trick.

Forget if you use ChatTPT or any of these tools, have your own knowledge base. Yeah. Create your own specialized knowledge base around a specific topic and train your bot on that to become an expert, and it will. Right? So I have a bot for Gene Schwartz. I literally have his book, and I’ve been using it. And now when I have a question, I ask Gene.

Right? And the dataset is his book. Who doesn’t right? It’s like having access to him. Right?

That’s all.

Thank you.

Pretty cool. Right?

Yeah.

I love it. We’re in a different world. Isn’t this crazy?

I have a question that, maybe should have been asked earlier.

But these books, are you using them just to sell, or is this a lead generation tool? And if so, how do you start thinking about what topics to cover in the lead generation tool?

Sure.

So there’s problem.

Yeah.

So, yeah, that’s the reason why. Right? You you you can definitely use it for a lead gen tool. Like, if you’re especially with those, you know, you’re going into, your specialization and your one thing, then let me share my screen. I’ll show you what I do. And, again, it’s all about AI is broadly defined, and I I include AI as different tools that you can use.

But here you can go, like, the delegation. And there’s tools that it’ll analyze. You’re on Amazon. There’s tools, Chrome tools that you can use, which will tell you the different, keywords that people are searching for that topic, and it ranks them by popularity. Right?

So you can, in this case, I would I would use it for lead gen. Like, it’s solving a specific problem. If I was if I owned a business website, I would possibly offer this as a lead magnet. Who knows?

Or you can launch it on this to build your credibility. Right? And now you’re a published author. Depends what it is.

Some people do make a lot of money. There’s there’s, there’s millionaire this guy right here, Chat GPT millionaire.

Where is it on this? He makes about I think it was, like, five k a month.

And it’s, and it’s a hundred percent written by AI. Right? So there is money to be made. It just depends on what you want to you wanna do. I don’t I’m just doing it for fun. I if I make money, great.

We’ll see how it goes. But I am there is demand for it, hundred percent, and I’ll probably make some money. We’ll see. I’ll share everything with you guys. What do you wanna write your book for? Is it what are you thinking?

Well, I’ve gone on a several podcast lately, and I keep getting asked about about creating buyer personas that work, because for a lot of tech companies just really struggle to come up with a clear picture of who it is that they’re targeting.

Okay. Yeah.

That’s true.

Not something that I necessarily thought would be popular, but a lot of my, a lot of podcasts that I’m going on are demand gen managers. They’re talking about ABM or, PPC, and, those are also my target customers. So Okay.

I thought that would be sort of an interesting middle ground because it’s clearly something popular. And, also, it is not really a service that I offer, but it would be sort of a gateway into a service that I offer. Meaning, like Okay. Creating and optimizing landing pages.

Yeah. Hundred percent. So there’s a lot, like so you wanna I think it’s Gene Schwartz. Like, he talks about, you know, it’s all about demand.

Right? Like, you you wanna anything you do, you make sure that there’s a a need or a want. Like, I’m using my own words, but there’s tons. Right?

So I what I would do is, you know, you look at Amazon and you can see other people have written books. I would purchase those books, download them. I would analyze the reviews. I would actually upload all these reviews inside of ChatTBT, and I would create a dataset.

And I would I’ve from those reviews, I would have it summarized. I would I would PDF I would create a PDF of this. Probably do it now if you wanted to. And then just upload it to, the tool that I have to analyze it.

Then you then I would use, like, SEMrush, to look at keyword data and different things. Like, this is also this is buyer personas.

This is great for volume, but look at this. This is a table of contents in your book. Right? Is it this this is telling you how to outline your book based off real data.

So there there’s a massive need, a hundred percent. I would go a layer deeper, and I I would go, like, forget buyer persona. Like, pick a specific, you know, what are they trying to do with the persona? I would dig deeper on that.

Mhmm. Like, here’s a chapter, buyer persona, and example. These are lead magnets. Hundred percent.

And then I my my brand is called Story Logic, and so I was gonna tie it into different story elements, like how what is the villain in the buyer persona? What is the assistant?

What is Story brands does that plot line.

Have you heard of My Story Brand?

So they do great. Demo solution? Oh, different.

No. I’ll show you here. So, here it is.

Create an account and, it’s it’s hero’s journey, basically, but it’s well done.

So they they take the hero’s journey, you know, Star Wars, Jaws, all those books. And, basically, what they do is they they do exactly what you’re talking about. So this and in the end, you can print this, but it follows the the here the it’s a version of the hero’s journey, basically. Right? And it’s a character who starts the problem, meets a guide, gives them a plan. And then what they do is they take this and they they align this to, story brand.

But the thing is that these are oftentimes not something that tech companies are looking at.

Shit. Are you sure? Really?

I I feel like a lot of the because I work with tech companies that are very, very technical, and very complicated. And so they struggle to understand how to take these concepts and apply it to technology because it feels very consumer ish for them. It feels very, it it feels too b to c. That’s the sort of feedback that I get there. They’re not thinking in that sense.

You wanna know a lot more about features and Benefits.

And different target demographics, and they’re thinking about campaigns and keywords. And it’s just this kind of language is they even if they’ve heard of it, they don’t know how to adapt it to their, to their use case.

So we I can tell you what I know works and what we do is you can take especially for that, like, if what they’re really saying is they they wanna better understand their their, their audience so they can they can make more money. Right? They wanna they wanna get in the mind, essentially. So you can if you look at this, and this is the angle that StoryBrand does, is this right here is actually a sales page.

It just it’s it’s aligned differently. It’s left to right. But if you stack these, it’s a sales page. So if you look at the the templates that they have, these are the different templates, and we sell these.

This is if you if you look at this, it’s it’s a story.

Right? And that’s the sell. And you could they spin this for b to c, but you could easily spin that for for for b to b or or tech, whoever you wanted to target.

You could use the hero’s journey and just stack it so it tells a great story from start to finish. And then that’s that’s this does that make sense? Like, this overlay on top of that?

Yeah. Yeah. I get it. I I think it’s great. It’s just I don’t see that many people doing this for a very technical enterprise level b to b item.

But why? I don’t understand. I know. That’s interesting. Why wouldn’t it?

I don’t know why. Because, I mean, like, I I think that a lot of a lot of people in these fields are and people in upper management are typically engineers, and so they tend to be very, very technical.

And they’re not thinking in a creative storytelling kind of way. They’re thinking about the product, and they’re thinking about getting the product out the door as quickly as possible. And then I also think that, a lot of times, the marketing leaders are or the successful marketing leaders are more involved in campaign management. So they’re thinking about bids, and they’re thinking about keywords and platforms and ABM and different strategies like that, and the sort of storytelling layer comes in later, it’s not the top priority.

But it should. Hasn’t Yeah.

I I agree. I agree. I’m just trying to explain. I especially, I most of the clients that I work with are Israeli, and Israelis are known for being extremely practical, extremely, just pragmatic. They wanna get things out the door. They wanna start campaigns. They wanna launch things, and the strategic element of things sort of falls to the wayside.

So Yeah.

Because it if they’re logical, then they would see, like, it’s it all starts with with keyword. Like, the keyword data on Google is basically the mind. It’s it’s understanding what people are searching for, and you use that to feed your campaign, your AdWords. Like, we make a lot of money with Google Ads.

It starts with keywords. I can tell instantly by looking at a keyword where they’re at the buyers or any stages of awareness, whatever it is. Right? Like, that’s that’s this that would be a pretty easy sell.

I don’t know. That’s weird. I’ve heard that. Maybe maybe I’m just in my own world.

I don’t know.

It’s not it’s not just Israeli I mean, this is this is what I hear. This is what the podcast hosts are asking me. Anyway, I appreciate the answer. I do have to jump.

Yeah. But yeah. Thank you.

Sounds like an opportunity, though. If you if they don’t if they don’t know it, then and it’s like it’s such a no brainer, like, it sounds like you could sell them pretty quick.

Yeah. I mean, I I don’t know if it’s something they don’t know or if it’s something that’s hard for them to flush out and hard to actually execute.

It’s too theoretical.

Well, how are they creating ads, though, if they don’t understand how how are you writing an ad if you don’t understand who you’re writing ad for?

Not not that well.

Well, you can. It’s impossible. It it it sounds like they just need to be informed. Like, it’s like, that’s an opportunity to create a process.

Right? Like, it’s a system that will help them achieve the the outcome they want, which is just that’s what I would do. Anyway, that’s why it’s so weird. I never heard that before.

Yeah.

Each is on.

Thanks, Shane.

Yeah. No worries.

Yeah. Thanks so much.

Any other, questions?

Have fun, everybody. I’ll I’ll share this as well. And I said, give me feedback on my book because it’s I’m gonna publish it. Give me two weeks and see how it goes. Hopefully, I get some good reviews.

And Yeah.

We’re looking forward to seeing it.

Alright.

Thanks so much. Okay.

Transcript

There we go. K. Everyone, everyone can see? You’re good? Okay. So, today, we’re gonna go over, how to write useful books.

And the premise is based around I don’t know if anyone, has read it yet, but there’s there’s a great book called Write Useful Books by Rob Fitzpatrick. And, it’s a very systematic approach to to writing the book, and a good analogy is Joe’s research and discovery phase. It’s really getting into the mind of cost of the customer, understanding the problem, that they wanna solve, and then crafting a promise or solution to solve that problem. So what we’re gonna do is we’re gonna take that concept, that he talks about in the book and the step by step process, and we’re we’re gonna use AI, to streamline a a lot of it today.

Now the book is essentially broken up into here’s a a diagram of each phase of the book, and, essentially, it’s broken down or the process is broken down into scoping.

And scoping includes really, you know, who you’re writing for, what they care about, what problem are they trying to solve. And then based off that, you craft a clear, clear promise.

Then more importantly, you you decide who the book isn’t for and what the book isn’t gonna cover. And then once you have that information, you can start drafting your table of contents, and then you create something that’s called a recommendation loop. And I’ll give some examples, in a minute on what that is. And And then you’re using this information to essentially, you can survey people, you can interview people.

I gives I’ll show you how to do that. If you really wanna do that, I’d I’m gonna write a couple of books, and I’ll show you where I’m at with these. I’m not gonna do that. I think that with AI, you can get enough information, session today, you’ll have what’s called a scoping document. And the scoping document will be similar to this.

And the scoping document will be similar to this, which is gonna be your table of contents, your top ten problems, the the interview questions, really getting into the mind of the customer that then you can use to start creating your book. And then, of course, I’ll get into that sort of the the process where I’m at it with it and whatnot.

The let’s start at the first step on that. And the first step he talks about is really it’s define your ideal reader and the specific problem they wanna solve. So this is this is copywriting in a sense. You know, you wanna you wanna know who you’re writing for.

Oh, you’re you can hear me okay? There’s oh, I thought I heard a noise in the background.

Now he defines the problem as loosely or the problem is loosely defined as a skill the reader wants to develop, a fear or frustration they have, or a question they need an answer to, or a goal they wanna achieve. So when you when he says problem, he’s defining it very loosely.

The whole concept of the book is really to you wanna get into the mind of the customer, we call it, and copywriting direct response. In this case, we’re getting into the mind of the reader. We’re trying to really understand, the core problems so we can truly write a book that is useful.

The first step, of course, is to write your clear promise. Now he talks about the way he frames the promises, the key in framing of promises around solving a core problem or frustration or achieving a tangible outcome. So, again, it’s a skill I wanna develop. It’s a fear I wanna alleviate. It’s a question I want an answer to, or it’s a certain goal that I wanna achieve.

There’s a great quote by April Dunford, and she said most books are idea books. You know, that they don’t give you one little word about how to get it done. My book is going to be a book about how to actually do it. And that’s really one of the concepts of this is it’s, it really is writing a useful book, and it’s gonna teach you the actual step by step process. So it’s not theory, and that’s the overarching concept.

The key to identify a very specific problem, and there’s there’s certain processes that you you go through, and I’ll show you how to do them with with AI. But, you state the the problem, then you make an explicit promise.

How he defines the promises, it’s, you’re providing a clear path to that solution or desired outcome that they want. The promise should focus on teaching actionable methods, not sharing ideas. So he gives a great example of a promise of, a book. And this this is a a book that’s very popular, How to Stay Alive in the Woods. You look at that, you and Celine know what it is, and that’s a great example of solves a problem, and it’s a clear promise.

Here’s some examples of problem and promises.

And he the way he structures it in the book, it’s almost it is essentially a formula that you can use, which is great for AI because AI loves patterns. But, he gives some clear examples. So here’s an example of a problem. I’m struggling to gather reliable, customer feedback and insights as an entrepreneur.

The promise is this book will teach you proven techniques to conducting insightful customer interviews to deeply understand your customers’ needs and build products they truly want. So that’s a that’s a great example. Another problem, feeling stressed and unprepared when facilitating workshops or presentations. What’s the promise? Follow the step by step framework in this book to design and deliver engaging impactful workshop workshops that wow your audience.

Here’s another great one. Wanting to develop a consistent writing habit, but lacking motivation or desire.

This book provides a structured plan with actionable daily exercises to help you build a sustainable writing practice and make progress on your goals.

And then the last one he gives is, desiring to be more productive and make better use of your limited time, learn productivity strategies based on the latest research to eliminate wasted time, energy, and focus so you can improve the most your most important goals.

So in this case, as you can see, you’re you’re clearly aligning the the promise to the problem.

Once you understand the problem, you align a promise, and you state your promise, then you go into what he call what he calls as drafting your your table of contents. Now, again, there’s specific requirements on this.

You’re gonna add detailed subsections under each main section to further break down the specific lessons and takeaways.

You’re gonna test your table of contents, by having teachable conversations, he called them, where you attempt to actually deliver the promise value to your potential reader step by step. He suggests interviews and and, surveys. We can use AI for that. But, again, I’ll give you both message. You you can choose which one you want. Here’s a great example of the before and after for a table of contents. This was an actual book where the table of contents was just pine, willow, popular oak.

This table of contents, it just lists the names of different trees, but it doesn’t convey what the reader actually learned out each one. And here’s a here’s a great example of a good table of content. So instead of pine, it’s pine for fire starting wood and bandaging injuries. Willow for carving, weaving, finding water as a and as a pain killer, poplar for carving, kindling, containers, and treating infections, oak for construction, crafting, cold fires, and medicine.

So it it it it’s very specific, and it describes a specific outcome from each in the table of contents. So it’s very important.

The next one is writing your cover, and, again, it’s a formula.

And it’s for your cover, he says, you know, you write your clickable cover that makes an unmistakable promise about the value benefits that you will receive.

So the cover should make a clear promise, of course.

The title or the subtitle should explicitly describe who the book is for, the benefit outcome, and the text and imagery conveys a a core promise at its glance. And you’ll notice a lot of this stuff is is pulled from copywriting as well. A lot of this stuff is sales letters.

It just framed differently. Even the the the problem solution, formula that he says to use to write your promise is is literally problem solution or problem acetate solution for copywriting as well. And, again, if you’re gonna use the cover, he gives this multiple times. It’s how to stay alive in the woods.

So what we’re gonna do now is we’re gonna go through this this process that he talks about, which is scoping, and we’re gonna apply the steps using AI. So what I’ve done is I’ve created and I’ll give everyone access to this at the end. So, we’re covering this part, and this is gonna be like I said, this is gonna be enough for you to have your table of contents, have your book, ideas for your book title, and then you can start showing it to people and then start drafting your book as well. The writing and the drafting phase at the end, I’m gonna show you how to use chat or get chat t GPT to emulate your writing style or a specific writing style that you wanna emulate.

In my case, I’ll explain. When we get there, I’m writing a book on effective delegation. There’s a specific book that I really like, and I like that writing style. So I’ve I have AI analyze it and do a style guide and produce a style guide that I can input and use as a database.

And then moving forward, it’s gonna emulate that for me. So I’ll teach you how to do that at the end as well.

So here’s the first prompt for the scoping, and I’ll I’ll do a couple of them as well depending on how much time we have. Now the first step is you really you wanna define your, the top ten problems that your ideal reader wants to solve.

In this prompt right here, we are we’re instructing chat TPT or whichever you use, to look for the most pressing problems of your ideal reader, based on the specific criteria. The criteria we’re using is directly from the book.

These are exactly the criteria he’s saying. Now we got this from and I’ll I’ll show you a trick on how to get this information from is you can take these books that you wanna analyze and you can you can create your own dataset from them.

You can you you can create your own knowledge base, and then you can use AI to craft prompts that follow the specific instructions of the book. And I’ll show you how to do that, in a minute as well. So the first step is we wanna take this. I’ll do two example audiences to show you.

Let’s start with, in my case, I wanna start with pop it in. I’m gonna go with, let’s go first time managers. So ideal reader, just replace this.

And then what it’s gonna do is it’s gonna you can use chat GPT for this, which which will give you pretty good results.

Or another one is you can use is scholarly GPT. So what’s great about that one is it’ll pull, its knowledge from a massive dataset of, papers.

So we’ll we’ll do that one next and you can see the difference. Now these a lot of these are spot on if you read them, and it’s quite detailed as well. So once it lists the ten, then it’s just a matter of your you take that ten.

You can put it in your scoping document because you’ll save it for later.

But, we’ll go through.

One that I another one I’d wanna do as an example and just to show you how, you can get some pretty detailed information, especially on the research and discovery phase, is, let’s do it with scholarly and let’s do it for new dads.

Right?

And just to show you how broad, you can you can make this. So this will be new dad. You can also do it new new, new moms entering the workplace, new dads entering the workplace. There’s a lot of you can choose any topic, and it’s really gonna help you dig deep. Now what’s cool about the Scholarly GPT is that it’s basing it off of actual studies and whatnot so that you’ll find the accurate the information is pretty accurate.

And the same sort of concept, you just you take this in, add it to your scoping document, and then you can move on to the next step. Now, I don’t wanna it’ll it’s a run out because of the time. But the next step on that would be now the step is optional here is to in the book, he recommends, to take once you know the the top ten problems, so a new dad’s case, you know, in this case, it’s gonna be balancing work and parenting, sleep deprivation, financial pressure, lack of personal time. As a new dad, I can tell you this is all a hundred percent accurate, as well. Dealing with mental or no physical health neglect, adapting to change self identity. So a lot of these, what do you suggest now doing in the book is to take this information and to write a survey.

So, again, you can use chat GPT for that. I included a prompt if you do wanna do do that. There’s a a GPT called survey, creator GPT. I’ll open that for you.

And what you can do is you can paste the there we go. You can just paste this prompt, if you do wanna do that inside of that. And what it’s gonna do is it’s gonna, create a survey that has two parts. It’s either a survey question or a survey interview that you can send to different people.

I put the output in here for you. You can see what it looks like.

And this is the output. It’ll put it on a scale of one to ten. And because you’re we I recommend that that GPT that you use because it follows best practices for surveys and whatnot.

And then, of course, you would send this or interview, your one reader. In this case, it’s new dad. And you’re essentially trying to figure out, okay, which which resonates with them, the most. And then based off that, we would move to the next step.

So the next step after that is, you know, let’s say that we we are we speak to dads. We’re like, okay. This problem really resonates or it’s first time managers. In this case, what we would do, I know I went through this right here. Let’s go to this is a new dad.

Okay. Here’s the delegation. So I’ll go through I know it’s delegation, time management and delegation.

So what you do is you take this prompt and copy it. Now what this is gonna do, it’s gonna really dig deep into that specific problem, and it’s gonna use the criteria from the book, that we talked about. Because now we know the problem. We wanna understand the goal.

We wanna understand, what we talked about earlier, any questions they have. We also wanna understand any frustrations or problems that they have, related to that specific problem. So we’ll put that in here, paste it, and go up target audience. Here we go.

So first time managers.

And now what’s gonna do, it’s gonna based off the criteria of the book, it’s gonna really dig deep and so you can get in into the mind of the, the reader.

And this is building now we understand the top ten challenges. We we’ve narrowed that down to getting into the understanding the the mind of the customer, the the reader, and crafting our table of contents and also our book title as well. Now what I did in this case is you just copy and paste it, put it in your scoping document, and you can study it later. And it’s pretty detailed stuff. Like, it it it talks about personal and professional growth, why they’re motivated profile. It goes into detail quite a bit.

And if you do read the book, you’ll see that these are aligned with with everything that he mentions to, to do. You may not agree with all of it, but we’re using his criteria to, define the to define the stuff. So next is to, get an even deeper understanding.

Now now we know it’s first time managers. We know the problem. The core problem is effective delegation.

Now we wanna get in to deeper understanding. And we for effective delegation, we wanna know which skills they wanted to develop. So we’re gonna ask AI, specific questions, including why questions.

We’re gonna we’re gonna wanna know the the, the skills it wants to develop, the frustrations and the fear, any specific questions, and then any goals. And then we’re gonna ask we have specific criteria that he discusses in the book to get an even deeper understanding. So So what we’ll do is we’ll paste this.

And remember, all of this information we’re gonna be using for our table of contents and our book cover as well, which is I was pretty surprised the book. The GPT nailed it quite well. So we’ll paste this in.

Here it is. So d and this is deeper, deep in our understanding of the most pressing problem identified earlier, which, of course, was the delegation for our reader. We click on this. And now it’s gonna give me specific skills that the the reader wants to develop, specific questions it wants, answers to.

Because remember, we’re we’re promising something in this book. Right? So it has to be actionable because it has to be a useful book. So what we’re doing is we’re layering in and layering it, and we’re we’re getting to the meat and potatoes.

But because we’re going it from different angles here, we’re coming from a skill development angle. We’re coming from a fear and frustration angle. We’re coming from an answer and question angle. We’re also coming from a goal angle.

We can tackle different promises, and we can test which ones resonate better. So that’s that’s the ultimate, goal that we’re doing here. So, again, copy and paste this, put it in your, your scoping document.

Now the next step when that’s done is now we get a handle on our most pressing. And I’m I’m sort of going through this because we’re limited on time, but, ideally, you’d wanna analyze this and and read through it. I did this do with copywriters as well. So I’m gonna there’s a book called, Creative Under Pressure that I’m gonna write because it identified with copywriters.

One of the biggest challenges is wanting to, maintain creative or be creative when they’re still facing all these tight deadlines and they feel rushed.

So that’s a pre engaging topic. So I’m gonna write a book on that as well.

Let’s do the next step. Craft a tangible promise. So this is the fun part. Now we know the problem, the core problem, delegation, you know our audience. Now we’re gonna ask ChatGPT to craft a clear promise that we can start testing. And, again, this is the structure of the book, to the letter, including the skills, the promise that they need, the fear frustration, the promise that addresses that. We paste this in.

So here we go. So the first one is the need to craft a promise, is skill development. So many new managers struggle with establishing authority while maintaining a positive relationship with former peers. Here’s the promise. If your new manager finding it challenging to balance authority with, camaraderie among your team, then this book will teach you practical leadership skills. The next one is understanding the fear and frustration.

The another one is the identify the problem, new managers. Asserting authority is a good one. You know, if you’re a new manager pondering how to assert your authority effectively without alienating your team, this book will offer you clear guidance. So what we’re doing now is we’re aligning the the promise based off the, problem, but this we’re we’re categorizing the problems, again, based off skill, fear, question, or goal. Now once we’ve done this, we have our promise, we have our need.

You can go on to the next step, and you can test this if you want. You can take this prompt, put it into the survey GPT. And what what that will do is it’ll craft a series of, survey questions that you can either email, or if you want to, you can interview them. And the goal of that is to determine which promise out of everything we just mentioned sort of resonates with the reader, and then you can you can use that to move on to the next step, or you can just use chat tp t. I’m not gonna do this because I’m I’m pretty confident in the results that that chat chat t p t is writing. I’m gonna move on to the next step.

He talks about in the book, you know, who the book is for and not for.

So what I’m gonna do is now I know that the the reader, I know the core problem. Now I wanna draft who the book isn’t for is not for. And I wanna not only decide who the book oops. Sorry about that. Okay. So the next step is we’re gonna we wanna write, or decide who the book is for, who the book is not for, and what the book will not cover. So now Chat EPT understands our audience, the core problem.

It also has a handle it can also tell us, okay, who is the book not gonna cover, and it’s gonna write that for us here. Again, these are all the requirements that it talks about in the book, with clear examples of each one. So then it’s just a matter of pasting it in. Now this is important as well because this is gonna be one of the first sections on your book that, and he talks about, you know, you wanna highlight exactly who the book is for, who it’s not for.

So when I look at it right away, I’m gonna say, you know what? This book is for me. It’s not for me, and I’m gonna make that decision. And not to go really broad, because if you go broad, you get a lot of four star reviews.

It’s like, oh, this was a good book, but it wasn’t really for me. You wanna avoid that. And by highlighting who this for isn’t for and being ultra specific, new managers who wanna learn how to delegate, It’s not for, leaders with a lot of experience.

It’s not for non manager skills. Like, it it’ll break it down for you. I’m gonna include this in the the table of contents. So I would copy and paste this, put this in the scoping document.

The next step here is to write a recommend recommendation loop. Now this is cool because a recommendation loop is he talks about it, and we’ve all done this where, okay. I have a problem, and let’s do presentation. So I have a presentation coming up. You know, I’ve never done a presentation. I need to learn how to do this.

I’m talking to a friend at work. A friend says, yeah. Yeah. I I was doing presentations.

I read this great book. You should check this out. Oh, what is it called? I go read the book.

I implement it. I hold a successful presentation, and then I recommend it to someone else. That’s called a feedback loop. And in the book, he recommends that you write that, and it’s a dialogue between two people based off your specific problem, which is which is pretty cool.

So I’d paste that in as well.

And remember, I’m I’m layering this off of, each step. So now it’s gonna analyze it based off the problem, and it’s gonna write a a, a recommendation loop for me.

And, of course, what I would do before is you you take that. Here’s the recommendation that it, it did before, and it breaks it down for you. It’s triggering the need, mentioning the stress, and it’ll create a dialogue from start to finish. In this case, it’s, you know, she’s, Saris is is struggling with her colleagues. She’s struggling with her new roles in the manager and delegation, and Tom gives her advice, recommends this book. She applies the book, and then they call it closing the loop where she she’s like, hey. I had a great experience, and then she recommends it to a colleague.

So that’s what that’s what it’s, he refers to. And, so this is gonna write a complete recommendation loop for you as well. And, again, copy and paste that, put that in your scoping document, and move on to the next step.

Now we get into the fun stuff, which will be the table of contents. Now table of contents is, it’s, we talked about that before. It’s there’s a specific criteria he says to focus on. It’s solving the problem. It’s actionable.

So we’ve taken all the criteria from his book. We’ve taken the exact output that he suggests, and he gives some great examples. So we’re just gonna copy this in.

And now ChatGPT knows, who the book is for, who the book is not for. ChatGPT knows the core problem we wanna solve. It’s recommended potential promises, to solve that problem, identifying a goal, a challenge, or frustration depending on which angle we wanna go with. Now based off that information, gonna go ahead and it’s gonna draft a table of contents for me.

Now the, and now what you wanna do at this stage is you’ll take this table of contents and you can start testing it with people. You can put it in front of new managers.

You can ask people for certain feedback. You can tweak it. If you’re not happy with the first run, then, of course, you can, you can just have it rewrite it as well.

So I took this well, it’s running through because of time right now. Put it I put it into the table of contents here, and, it was spot on. It, I like this one better because it it it laid the foundation. One trick I had, if if you do so he does mention too, if you’re gonna write a useful book to make sure that it’s it’s timeless.

Right? It’s it’s not to not to align it with certain technologies that won’t be around in, say, a year or two years. Right? So one thing that I did is they’re the business book here on, like, the top one hundred tools you need to succeed.

And in that is the delegation process or as other business, frameworks that are using the financial world, like balanced scorecard.

So you can take these proven timeless frameworks and you can ask AI to, draft a table of contents around this framework that then aligns with your reader and the problem they wanna solve. So that’s gonna solve sort of the timeless take that we were talking about.

Next step we do after that is the book cover. Now this this is a fun one as well.

The book cover is there’s certain criteria that, we talked about in there. Now this one, you want to update a few things, on this as well. So you wanna paste this in just because it’s a bit more accurate. And it’s gonna give you ten potential book titles. So I put first time managers and most pressing, which is delegation, which we figured it out.

So now it’s gonna suggest some book titles.

Some of them you like, some of them you won’t. Some of them for there’s other titles I gave, and I’ll show you in a second that I love.

The copy running one, I absolutely love.

And, the the original title that it said, I made some tweaks to it. Now this is the criteria he recommends as well. You could use, copywriting formulas here if you want. There’s other formula that you can find. Test that. But this is based off the criteria he suggests that’s embedded into the into the, the prompt.

So now you have your titles. And, of course, you can you just you paste it in here. And now you have your table contents. You have your, your title.

You have everything done in the first part that he talks about, which is your your scoping document. So you’re like, what’s the next step? So the next step is to, take this information and you can use some type of writing tool. What I use is, it’s a lifetime value.

I don’t know if anyone’s ever heard of Atticus.

So there’s three books that I’m I’m gonna start, writing. The first one is the one we just went over, is the effective delegation for first time managers. I think that’s a great a great title.

This is the outline that I talked about, which is based off the framework. So it’s, I have my outline. I have the premise. I have the title. I can start testing it, and these are the the the other headlines that I I may test as well. And that’s all from the scoping document. It took me about a half hour to put this together.

The other books that, based off other research I did, the other book I wanna write is, of course, write useful books with AI, which is the process I’m going through right now. I’m gonna take that and I’m gonna write a book on it, as well. Well, that’s an obvious no brainer. And then this one, which is really cool, is creative under pressure.

I went through that exercise, and I told you earlier that copy that was one of the top challenges that I realized with copywriters is this need to feel to be creative.

But how do you juggle that, especially with all these tight deadlines? So it’s offering actionable tips and incorporating AI or some angle I have to think through on it.

So you put your title in there, you put your headline.

And, on the next step in here, another this is a big one as well, is the drafting.

So, this is all about writing, and you may agree or disagree on this approach, but, the there there’s plenty of books in that right now that are a hundred percent AI written that are making a lot of money.

If you wanna go that route and there’s a certain style you want, this is how you can do it. What you’ll do is you’ll take and I’ll include the prompt for you as well.

You can copy and paste this prompt into, chat GPT or any any that you want. And what this is gonna do is it’s gonna write a style guide for you based off your writing that you want. Now when I say style guide of your style, what I’ll do is let’s start a new one here. I’m gonna paste this in. This is a book that I really, really like. This is a book on delegation that, was was number one seller. It sold really well, and it tells an engaging story.

It, it’s not dry. It’s like a new manager. What he is what he experiences. There’s a lot of dialogue. It’s just a great writing style that I like. So all you need to do is if you find a book that you like or someone else’s writing, it could be a blog, it doesn’t matter what it is, then just go ahead and copy the whole chapter and paste that into the prompt. And you wanna find the the section here where it says examples right here, and just go ahead and replace that.

Okay? And then enter. And ChatTPT is very good at this. Claude is very good at this as well. So it’s gonna analyze this writing style, and it’s gonna write us, a, style guide for me. It’s gonna look for pattern recognition, adjectives, adverbs, and it is spot on. And it’ll give you an example, at the end, this will pass one hundred percent AI detectors, guaranteed.

It’ll it’ll show as one hundred percent human writing because it’s basing it, of course, off the human human writing. Right? So when this is done, you can take this.

And just before you’re gonna write a book or if you just wanna do an outline, with your spit draft or what it is of that chapter, you do very high level. And then you can copy and paste this, and you can see how it’s doing the dialogue, which is just exactly how I wanted. You would copy paste this in here. Save this as your style guide somewhere. You could put it in the prompt if you wanted to.

Okay. And just, write like me.

And now you have your own personal style guide that you can use. And when you’re starting, a prompt, you can just, you know, copy this, put it in here. This is gonna tell ChatGPT exactly how you write your your the style guide, everything it needs to know to emulate your running stuff. And then you can just put your outline here or what you wanted to write. It’ll emulate that for you as well.

I’ve done that with with these sections. So here I’m at with the to taking that process. And keep in mind, this this was a day. Okay? This is, like, maybe three hours getting to this step.

Effective delegation for first time managers, table of contents, the the the book titles that I’m gonna test, the introduction, the all the chapters, what’s book covers and what it doesn’t. I have all that in a scoping document. So I can just take this, copied it, put it in my writing style, and chat GPT will write it. Here’s the first, here’s chapter four foundations of delegation.

Here’s what it’s written so far. It’s the dialogue I want. It tells an engaging story of a new manager who’s learning how to delegate. He has the specific problem that I’ve discovered, the specific scenario, the specific problem, sort of promise, and it also uses the framework from this business book as well. So it’s timeless as well. Right?

And I’ll repeat that process through each, for each one, including the preparing to delegate, and then I’ll just rinse and repeat.

A tip on this is to, especially if you’re looking at a certain, topic is to, if you can find it, like, this was on AppSumo when it was available. This this is a database. So what you can do on these is is find a book or a topic that you like, and then you can add let me go to chatbot here.

You can go in and you can create a prompt, for it. You can upload the book. Okay? So all of these are books here that I that I’ve uploaded, including, like, patient dataset.

So it’ll only pull from that. And then you can you can instruct it to act as a writing coach and that author, and you can put your prompt in here. And then you can use this as a reference guide when you’re doing your research as well. Now a a trick on this as well, if you’re if you’re reading a book and you wanna create your own prompts or or concepts, is, ask this to use the book as its own dataset and then ask it to explain the concept in the chapter.

And once it’s explained the concept, then ask it to write step by step actionable, process to achieve that concept and then ask it to turn that instructions, that step by step process, go to chat GPT, and explore. You’re gonna see different different type of, GPTs that you can use here. One of them is called, prompt.

Here we go.

And you can pull this up. There’s prompt engineer, prompt perfect. That that’s a that’s a good one. You can paste those instructions into prompt perfect, and it will write a prompt for you to achieve the exact outcome that the author suggests based off his criteria.

As you can see, yeah, that’s pretty powerful, and you can align that with different books, and different strategies that you want depending on the angle that you wanna use. So if you can get a hold of this, definitely do it because you can build your own your your own datasets.

That’s it, in a nutshell.

I’m gonna put this online in one of the groups.

It’s gonna take me, I imagine, about two weeks to publish the book on delegation.

I’m gonna publish it to Amazon. I’m gonna put it up, and then we’ll see how it goes. But, it’ll be interesting. And then I’ll share additional processes on that as I go through it as well and all the prompts. So go ahead and bookmark this, this page, and I’ll share it with everyone as well.

And just a systematic process. You know?

Go step by step and and learn as you go, and then you’ll see different opportunities and and go from there.

Any questions that I can answer for anyone?

Jess had one. How are you planning on testing the titles?

Well, that’s you can do a survey. Right? It’s you can I can put it in front of people?

You can find first time managers. Right? You can test them. You can do interview questions, or you can send a survey if you want. K. Easy.

There’s a test I forget what it’s called. There’s a tool we’re at. You can actually pay as well, the split test. And people you can use Google Ads if you wanted to test book book titles as well or book covers.

I’m not gonna do any of that. I think that AI is to the point right now where I can get a pretty good idea. Like, I’m I’m more than comfortable with launching with effective delegation for first time managers. I think that’s clear.

It meets the purpose. It’s spot on. I’m not gonna see how it goes. But, but, yeah, the you can, and I’ll I’ll forget I forget what tool it is, but I’ll I’ll send it over.

He talks about it in the book that you can use to test as well.

I think Naomi just she chatted over Liza.

That’s the only chat that I use to, test different ads.

So you can It could be.

It could be.

Testing, and there’s a really wide variety of criteria you can choose from.

What’s it called? Sorry. It could be the one I’m talking about.

It used to be called UsabilityHub, and they’d be branded as Listener. And you can do five second tests. You can Yeah.

That’s the one.

Upload up until six different yeah. Yeah. I you can do without a subscription, you can do tests with one question, I think, one or two questions, and then just pay for that test.

And I think it it’ll cost, like, fifty dollars per test.

Yeah. That’s the one he talks to. I’m pretty sure that’s the one he talks about in the book.

Yeah. It’s a great, great platform. I’m busy over here.

Is anyone here writing a book? Anyone have any plans to write a book at all?

Abby and I are both writing books right now.

Are you using AI at all?

Or I don’t I would imagine.

I don’t take my word for it, but I I don’t think Abby is. I am. So, but this is really helpful because I’ve, I don’t know. What I’ve been coming across lately when I’ve been doing work is, between chat g p t, and then I’ve been getting into Claude, and then, oh, I just started on another one.

But I found it interesting because I did the same process the first few steps, kind of similar to yours but different. And I couldn’t believe I was using ChatGCT four, like, the whole thing, and I did it two different times and two different things, and I couldn’t believe how incredibly different the outputs were.

And, so I was like I don’t know. I think where I go a little bit wrong with AI is I like to see the different outputs among the different tools, and I struggle to stick with one because I like a piece of one, but then I like a piece of the other. And, and then I don’t know which one to commit to, and then it gets really jumbled when I’m trying to keep, you know, the whole conversation going with the chat so that it remembers and tracks and I don’t know. So that’s just been my I don’t think I have ADHD, but I definitely have an organization problem. So I you know, that’s just what I’m working out with as I write the book. So I appreciate the process, Shane.

Are you using Scholarly to, the so when I did the the spot on what Scholarly is really good as it’s, like, list the specific problem of this group, and then it links and it references actual studies.

Yeah. No. I haven’t. I was actually searching for that because I I hired a freelancer to do some work for me, and I’m like, I know there’s one where they will reference journals and things like that. So I appreciate you saying that. Yeah. I need to get it.

It’s in there, the link. I did link to it as well as it prompts.

And I did use Scholarly. I found the results were, were really good with Scholarly. There there’s a few of them in there that and the I like how it references. Another, search engine I’ll share my screen with you.

This is a really good one you’re gonna like.

And I’ll do one with you right now is have you used, perplexity at all?

No. So perplexity is cool because what it does is so let’s take this the core problem here. Okay. Here we go.

Most pressing problem. So what it’ll do is it’ll actually pull different references from the Internet, and, I use this one quite a bit. So let’s go here. This is fine.

Identify the most pressing problem of, let’s do, like, first new dads. Right? And what it’ll do is it’ll search, and it’ll pull and link to the actual references that it pulls. So this is searching Bing right now and using Bing.

And it’ll it’ll still stick to this criteria, but it’s gonna give you it’s gonna link to actual sources as well. So try this one.

Okay. Love it.

Difference between perplexity and Scholar GPT is what one scholar is peer reviewed and perplexity is just pure quality.

Everywhere. We it’s, like, pulling different like, this will pull from Reddit forms. Like, see all these here. Right. These are all the places it’s pulling it from.

Yeah.

What’s cool is that you can see like, some of these are yeah. A hundred percent is gonna be right. Some of them are are, you know, advice for dads. Some of this I can okay.

Just a heads up. Let me let me also explain this. I can control these rankings as well. So we’re we’re doing this now where these are pretty easily to, to manipulate these rankings as of now because they’re trying to figure out their algorithm.

Like, back in the days of Google when it first started, you know, it was easy to rank.

And the thing to be careful about this is, like, if I put in into this right now, I said, you know, will AI take over an industry?

It’ll say no. But then if you look at the sources that it’s referencing, these people have a vested interest in AI not taking over the industry. So you have to difference with this one.

However, now this one right here, scholarly, this is gonna pull from, is, two hundred million plus resources built in. Like, it’s an actual database, and these are, like, Google Scholar, PubMed.

So you can pretty much trust these results. Right? You still wanna verify, obviously. Right?

But you’re gonna you’re gonna get some pretty good you’re gonna get some pretty good information from this, and it’ll reference the sources as well. What I would do is another option, if you’re doing your research, is to take this. Okay? Find a assign a study or a journal and upload this to so all of these files here, these are books. So if you buy a book from Amazon, okay, you buy a book, you can upload to your own dataset, and then you have your instant look, I don’t read books anymore. I ask for summaries, and I and I create a bot that analyzes the book for me, just answers it when I need the information.

That’s a better approach to take if you can.

And then find a journal or a study and then just create prompts and a bot, like a chatbot, to analyze the different stuff. Right? Like, we use it for datasets for patients, write great leads, all that stuff, and that’s what I do now anyways. This is great for research. Amazing for research.

On that note, Andrew wants to know if you can recap the different tools and GPTs used in the process and what they do and how they connect.

Just so they’re all all the you mean the tools is in, the prompt tools or the different I think the one that I’m most interested in is how the one that you were just showing us, the four AI, where you can build the knowledge base from books. Like, it Oh, okay.

Yeah.

Connect to chat GPT. I got it.

My I was just curious about So this isn’t connecting to chat GPT.

This is, this is creating your own knowledge based dataset. Okay? So this is this right here is and and that’s a different so chat GPT pulls from a a a data it’s itself well, not self learning, but it pulls you can create your own dataset from this. So I can upload a book, a document, and then I can create a bot to only analyze that specific book or document and become an expert at that and then ask you questions.

Okay. And and what’s what’s stopping you from, like, I don’t know, putting a a PDF of the book into, the custom GPG, like, knowledge base instead. Like, why, like, why doesn’t that work as well as this?

Because this is this will there’s a with this specific tool, it’s not, it’s not just chat chat DBT. This one you can use, Claude. You can use a a bunch of different, bots as well. So if you open this up, you have different options, and you can also pull API. So you’ll get different results from different ones.

One of the issues is with chat g p t, it may not accept because it’s copyright. Right? It as soon as it reads that like, if you put this into, perplexity, it won’t do it because it it’ll say it’s copyright.

Even though it’s my like, I’m not selling it. I’m not doing any wrong. I’m using it from my own knowledge. I’m not sharing it.

Right? So you this just allows you to to bypass. It’s not it’s more like a third party. That’s why I like it.

And more importantly, the different, you can use you’ll get different results on what you go with. Right? And you can also do your own custom, API, and you can actually get it to do stuff if you want it to as well. You can do this with chat GPT if you want.

It’s not gonna be I prefer this, as well because it it remembers it. It’s always there, and you can just kinda build on it. Right?

Yeah. That was close.

You mean, I think you can get this still, I think you I don’t know if this lifetime this was a lifetime deal, and it’s a steal if you can get it. You get, like, more than enough credits, and you’ll save a lot of cash.

And you got it on that too well?

Yeah. I don’t know if let me see if it’s still available. This is the best one I found.

This is amazing for research. Absolutely incredible for research. Here it is. Research anything with AI.

Now it’s off. If it if it comes back again, I’ll let you know, and I’ll let everyone know. But it’s it’s spot on. It’s, I love this.

This is, like, one of the best tools that I use.

Who doesn’t? Right? And you you can hook this up to Evernote and create your own knowledge base. Right?

All that stuff. All those little bits of information that you’ve always saved and you don’t know what you’re doing with it, you have instant access to it with AI. Right? And you can you can sorta have fun with it.

That was great. Yep. Pardon me?

I said that was great. Yeah.

It’s fun. Combative. It’s, it’s fun. I’m I’m gonna publish the book.

You guys can hold me that too. I’m gonna I’m gonna put the link on. I’m gonna publish the book on delegation in about two weeks, and I’ll add to the process as we go through in including the right like me.

And let’s see how it it goes. Right? There’s there’s a lot of books on there making a lot of money right now that are hundred percent written by AI.

So Mhmm.

Jess has a question.

So if you’re going back through and checking to verify that everything’s accurate, Shane, do you have, like, scope on that? Or, I don’t know. I I, again, hired a freelancer to help me out with, a talk I’m gonna be doing been doing using AI to kinda, I don’t know, just put something together. And I did pay and then, also, I hired the same freelancer when I was doing a competitor audit component of an email program audit.

Mhmm.

And and so I I just was curious if you had any suggestions about when you’re using AI but need to verify any tips, things like that? Because I found in the first like I said, the first time I did the g chat g p t competitor audit, it seemed very spot on when I went to verify on all the competitor sites or socials of what they were leading with messaging wise. Then I did it again on ChatGPT, and I literally asked it.

We’re making assumptions. Right? You’re not whatever.

And he goes, yes.

These are just industry, assumptions, whatever. And, and it was completely off from what each company was really leading with in their messaging, whatever. But, anyway, my point is is, like, I’ve realized the need for a lot of double checking and triple checking, And I was just wondering what your experience was with that with AI.

It it depends on the topic. Right? Like, if you’re talking data where, you know, actual numbers and stats, for sure. But, like, delegation, I’ve been doing it all my life. I’m basing it.

I’m asking AI to, because one of the concepts that’s useful is, like, make sure it’s timeless. Right? It’s it can it can be applied now or twenty years from now, and and I’m just using a proven framework on a business, so I don’t need to verify anything. Yeah.

If I was asking for statistics on delegation or along those lines, I would hundred percent verify it. Right? But if, you know, but it it depends on on what year you can ask. Can you can control it in the prompt.

So, k, we do use we do write stuff for for doctors. Okay? And we do JR, which is he’s twenty years old. He’s not a doctor.

He writes articles using AI on very medical like like, pro like, very medical content, prostate cancer, and he pulls stats. But what he does is he uses we we take, like, the prostate society, we take that database, and we tell AI to only use information from that database. So we’re controlling the source.

Okay. Right? And and if you do that, then it’s not it’s not making any assumptions. And you can in the the tool that I showed you, if you read those those prompts, like, I’m very specific in what I’m saying.

Right? It the the this is this is what I say for the for the book, and this this will give you an example. So I say, as a nonfiction coach, your job is to help students write useful nonfiction books by applying the strategies and tactics from the book, write useful books. The main focus is on is providing clear, actionable tactics for writing useful nonfiction books.

Please provide answers using only the language terms and strategies found and write useful books. When explaining concepts, use direct quotes or closely paraphrase the book’s content without adding information from other sources.

So you see I was very clear and specific about what I wanted it to do. Yep. As long as you you can like I said, like, we this is HIPAA. This passes HIPAA compliance.

Okay? So that’s a perfect example. We have the requirements for HIPAA. We give AI access to it.

We have, the dataset on prostate cancer from a reputable source. And any studies that are peer reviewed, we give access to that. And then we create prompts based off what I just said. And we have a twenty year old who has no medical experience writing detailed white papers about a medic that are then signed off by doctors.

Okay.

So it’s all you can do it. There’s two frames of thought, though. A lot of people say not to write a useful book or do stuff that you’re not familiar with. I don’t buy that stuff. I think you can learn anything. You just have to take time to learn it. I don’t I don’t subscribe to that.

But other people say only do what you know. Data always verify unless it’s your own dataset, but even verify anyways. Right? Like, we do we do social media posts where it’s, like, about health, health topics.

Right? Like, it’s it’s prostate awareness month, whatever it is, and then we’ll we’ll pull stats from a dataset. But but we these stats are from reputable sources. Right?

And you can control the your AI bot to pull from those sources.

Okay. So it’s all it’s all about data. It’s all about where it’s getting information from. Right? That’s what it is. But that’s why I love these tools because you can you can the trick is not to and we didn’t call it a trick.

Forget if you use ChatTPT or any of these tools, have your own knowledge base. Yeah. Create your own specialized knowledge base around a specific topic and train your bot on that to become an expert, and it will. Right? So I have a bot for Gene Schwartz. I literally have his book, and I’ve been using it. And now when I have a question, I ask Gene.

Right? And the dataset is his book. Who doesn’t right? It’s like having access to him. Right?

That’s all.

Thank you.

Pretty cool. Right?

Yeah.

I love it. We’re in a different world. Isn’t this crazy?

I have a question that, maybe should have been asked earlier.

But these books, are you using them just to sell, or is this a lead generation tool? And if so, how do you start thinking about what topics to cover in the lead generation tool?

Sure.

So there’s problem.

Yeah.

So, yeah, that’s the reason why. Right? You you you can definitely use it for a lead gen tool. Like, if you’re especially with those, you know, you’re going into, your specialization and your one thing, then let me share my screen. I’ll show you what I do. And, again, it’s all about AI is broadly defined, and I I include AI as different tools that you can use.

But here you can go, like, the delegation. And there’s tools that it’ll analyze. You’re on Amazon. There’s tools, Chrome tools that you can use, which will tell you the different, keywords that people are searching for that topic, and it ranks them by popularity. Right?

So you can, in this case, I would I would use it for lead gen. Like, it’s solving a specific problem. If I was if I owned a business website, I would possibly offer this as a lead magnet. Who knows?

Or you can launch it on this to build your credibility. Right? And now you’re a published author. Depends what it is.

Some people do make a lot of money. There’s there’s, there’s millionaire this guy right here, Chat GPT millionaire.

Where is it on this? He makes about I think it was, like, five k a month.

And it’s, and it’s a hundred percent written by AI. Right? So there is money to be made. It just depends on what you want to you wanna do. I don’t I’m just doing it for fun. I if I make money, great.

We’ll see how it goes. But I am there is demand for it, hundred percent, and I’ll probably make some money. We’ll see. I’ll share everything with you guys. What do you wanna write your book for? Is it what are you thinking?

Well, I’ve gone on a several podcast lately, and I keep getting asked about about creating buyer personas that work, because for a lot of tech companies just really struggle to come up with a clear picture of who it is that they’re targeting.

Okay. Yeah.

That’s true.

Not something that I necessarily thought would be popular, but a lot of my, a lot of podcasts that I’m going on are demand gen managers. They’re talking about ABM or, PPC, and, those are also my target customers. So Okay.

I thought that would be sort of an interesting middle ground because it’s clearly something popular. And, also, it is not really a service that I offer, but it would be sort of a gateway into a service that I offer. Meaning, like Okay. Creating and optimizing landing pages.

Yeah. Hundred percent. So there’s a lot, like so you wanna I think it’s Gene Schwartz. Like, he talks about, you know, it’s all about demand.

Right? Like, you you wanna anything you do, you make sure that there’s a a need or a want. Like, I’m using my own words, but there’s tons. Right?

So I what I would do is, you know, you look at Amazon and you can see other people have written books. I would purchase those books, download them. I would analyze the reviews. I would actually upload all these reviews inside of ChatTBT, and I would create a dataset.

And I would I’ve from those reviews, I would have it summarized. I would I would PDF I would create a PDF of this. Probably do it now if you wanted to. And then just upload it to, the tool that I have to analyze it.

Then you then I would use, like, SEMrush, to look at keyword data and different things. Like, this is also this is buyer personas.

This is great for volume, but look at this. This is a table of contents in your book. Right? Is it this this is telling you how to outline your book based off real data.

So there there’s a massive need, a hundred percent. I would go a layer deeper, and I I would go, like, forget buyer persona. Like, pick a specific, you know, what are they trying to do with the persona? I would dig deeper on that.

Mhmm. Like, here’s a chapter, buyer persona, and example. These are lead magnets. Hundred percent.

And then I my my brand is called Story Logic, and so I was gonna tie it into different story elements, like how what is the villain in the buyer persona? What is the assistant?

What is Story brands does that plot line.

Have you heard of My Story Brand?

So they do great. Demo solution? Oh, different.

No. I’ll show you here. So, here it is.

Create an account and, it’s it’s hero’s journey, basically, but it’s well done.

So they they take the hero’s journey, you know, Star Wars, Jaws, all those books. And, basically, what they do is they they do exactly what you’re talking about. So this and in the end, you can print this, but it follows the the here the it’s a version of the hero’s journey, basically. Right? And it’s a character who starts the problem, meets a guide, gives them a plan. And then what they do is they take this and they they align this to, story brand.

But the thing is that these are oftentimes not something that tech companies are looking at.

Shit. Are you sure? Really?

I I feel like a lot of the because I work with tech companies that are very, very technical, and very complicated. And so they struggle to understand how to take these concepts and apply it to technology because it feels very consumer ish for them. It feels very, it it feels too b to c. That’s the sort of feedback that I get there. They’re not thinking in that sense.

You wanna know a lot more about features and Benefits.

And different target demographics, and they’re thinking about campaigns and keywords. And it’s just this kind of language is they even if they’ve heard of it, they don’t know how to adapt it to their, to their use case.

So we I can tell you what I know works and what we do is you can take especially for that, like, if what they’re really saying is they they wanna better understand their their, their audience so they can they can make more money. Right? They wanna they wanna get in the mind, essentially. So you can if you look at this, and this is the angle that StoryBrand does, is this right here is actually a sales page.

It just it’s it’s aligned differently. It’s left to right. But if you stack these, it’s a sales page. So if you look at the the templates that they have, these are the different templates, and we sell these.

This is if you if you look at this, it’s it’s a story.

Right? And that’s the sell. And you could they spin this for b to c, but you could easily spin that for for for b to b or or tech, whoever you wanted to target.

You could use the hero’s journey and just stack it so it tells a great story from start to finish. And then that’s that’s this does that make sense? Like, this overlay on top of that?

Yeah. Yeah. I get it. I I think it’s great. It’s just I don’t see that many people doing this for a very technical enterprise level b to b item.

But why? I don’t understand. I know. That’s interesting. Why wouldn’t it?

I don’t know why. Because, I mean, like, I I think that a lot of a lot of people in these fields are and people in upper management are typically engineers, and so they tend to be very, very technical.

And they’re not thinking in a creative storytelling kind of way. They’re thinking about the product, and they’re thinking about getting the product out the door as quickly as possible. And then I also think that, a lot of times, the marketing leaders are or the successful marketing leaders are more involved in campaign management. So they’re thinking about bids, and they’re thinking about keywords and platforms and ABM and different strategies like that, and the sort of storytelling layer comes in later, it’s not the top priority.

But it should. Hasn’t Yeah.

I I agree. I agree. I’m just trying to explain. I especially, I most of the clients that I work with are Israeli, and Israelis are known for being extremely practical, extremely, just pragmatic. They wanna get things out the door. They wanna start campaigns. They wanna launch things, and the strategic element of things sort of falls to the wayside.

So Yeah.

Because it if they’re logical, then they would see, like, it’s it all starts with with keyword. Like, the keyword data on Google is basically the mind. It’s it’s understanding what people are searching for, and you use that to feed your campaign, your AdWords. Like, we make a lot of money with Google Ads.

It starts with keywords. I can tell instantly by looking at a keyword where they’re at the buyers or any stages of awareness, whatever it is. Right? Like, that’s that’s this that would be a pretty easy sell.

I don’t know. That’s weird. I’ve heard that. Maybe maybe I’m just in my own world.

I don’t know.

It’s not it’s not just Israeli I mean, this is this is what I hear. This is what the podcast hosts are asking me. Anyway, I appreciate the answer. I do have to jump.

Yeah. But yeah. Thank you.

Sounds like an opportunity, though. If you if they don’t if they don’t know it, then and it’s like it’s such a no brainer, like, it sounds like you could sell them pretty quick.

Yeah. I mean, I I don’t know if it’s something they don’t know or if it’s something that’s hard for them to flush out and hard to actually execute.

It’s too theoretical.

Well, how are they creating ads, though, if they don’t understand how how are you writing an ad if you don’t understand who you’re writing ad for?

Not not that well.

Well, you can. It’s impossible. It it it sounds like they just need to be informed. Like, it’s like, that’s an opportunity to create a process.

Right? Like, it’s a system that will help them achieve the the outcome they want, which is just that’s what I would do. Anyway, that’s why it’s so weird. I never heard that before.

Yeah.

Each is on.

Thanks, Shane.

Yeah. No worries.

Yeah. Thanks so much.

Any other, questions?

Have fun, everybody. I’ll I’ll share this as well. And I said, give me feedback on my book because it’s I’m gonna publish it. Give me two weeks and see how it goes. Hopefully, I get some good reviews.

And Yeah.

We’re looking forward to seeing it.

Alright.

Thanks so much. Okay.

AMA: Leverage

Pricing Your Services: Performance Retainers

Transcript

Abby, of course, that’s okay.

Sorry. I thought I don’t wanna, like, hog your time.

Yeah. It’s, like, about a client.

So that’s all. I did wanna share a win about this client because it’s pretty cool.

 

Yeah. So, yeah, I helped them live launch in January and then took them on to the Evergreen webinar funnel. And it’s, like, the first time I’ve kind of got to properly implement day one Evergreen. And we increased the conversion rates from five percent to seven percent going Evergreen. So they’re now making and it’s a, twelve hundred dollar course. So that’s exciting. They’re making lots of money.

But I I want to offer an optimization piece, and I’ve kind of I had set this up before, but I’ve never I’ve never really, like, pushed it, I guess, probably because I don’t feel good about the offer.

I don’t really know, like, what to charge and how to kind of set boundaries around it. What I was thinking would be would would just be to make sure I’m tracking conversions each week. And then when left, like, ad spend spikes or anything or, the ultimate, like, page drops or just kind of keeping the copy, like, fresh every few months, that kind of thing, like implementing survey responses.

And I was I was gonna charge like, the package I had was, like, two thousand dollars.

I don’t know if that, like, makes sense for my audience if, like I don’t know. I’m just it’s difficult thing for me to price and figure out.

So you increased their conversion rate by almost fifty percent going from five percent to seven percent.

Right? That’s almost fifty percent lift on that, the paid conversions.

Can I ask what you charge for that project?

Yeah. I charged fifteen thousand for the launch and then, five thousand to Evergreen. Okay. So it’s twenty.

Twenty k all in.

They made five hundred ninety thousand dollars on the launch, and then now they’re making, like, five thousand dollars a day so they can afford it. Right?

No. It’s gonna let you answer this email by itself.

Yeah. You already know.

A good general rule of thumb is for performance retainers, if you had a project up front, Try to get the performance retainer to be fifty percent of that project. So if it was twenty thousand up front, ten thousand dollars a month to retain you to optimize this thing, for a minimum of six months.

Now I know that can seem, you know, five times larger than what you had in mind. Mhmm. But this is a real business that has seen you get real results, and it’s the right place to start.

So I would not do it for less than two thousand dollars. I mean, most people who most businesses when you say two thousand dollars, like, they think they’re not gonna get any of your time. Right? Like, what are you gonna do for two thousand bucks? Like, literally, what are you gonna like, how much time do I buy of yours for that?

Whereas ten thousand, I expect okay. I would expect that I will get some form of return. You’ll report on it, and you’ll make sure that we’re happy every month. And that’s what you would deliver anyway.

Right? Like, you’re going to do those things. So what would stop you other than what’s going on in your head? It’s probably just what’s going on in your head.

What would stop you from feeling good about ten thousand? What would have to happen for you to feel good about ten thousand a month for a minimum of six months?

I don’t like, I just I can’t get my head around charging that, like, at all. That just seems so much.

I guess, like, if I if there was proof that what I was doing was actually, like, doubling their ROI every month, then it’d be different. But I I mean, especially because it’s, like, the first time I’d be doing this package, it just feels I don’t know. Like, I just I just like did did you say the making five day? Yes.

But it’s Stacy, I I mean, this is it’s there for you to pause on this, but I think, you know, that’s why you’re here.

Right? Like, just I it’s not as easy as saying just push through it, but the reality really is you’ve already delivered well for them.

There are if unless they’re an unreasonable group of people No.

They’re so great. Yeah.

Then They just wanna pay me to do everything for them, but that’s like I don’t wanna, like, overstretch.

I don’t know.

No. I would. If I were you, I’d put together a a quick, like, ten point max checklist of what that performance retainer package would look like. So what are the things that they’d need to get that you would do?

So, so when you say I’ll refresh your copy every three months or whatever, like, obviously, you wouldn’t message it that way. But, like, that is a thing. So you’ll be looking at like, just just quickly jot down ten things that you’ll do in the month for them. And each one of those is definitely worth a thousand bucks each.

I would put money on each one of those being worth a thousand dollars each. And if it’s somehow in your brain not, then maybe it doesn’t belong on the list or maybe you just need to skip past the part that says this this is too People don’t pay money for this. I think you’re letting a maybe some historical stuff in there about, like, people not paying money for things influence your future, which is fair. That’s what we all do.

Right? But why wouldn’t they? If they’re making five thousand dollars a day, if they are I’m assuming they’re running it like a business, not like a cash machine. If they’re just taking money out, then you can’t do anything about that.

But if they’re reinvesting because because they see this incredible future of being able to pay themselves a million or two million dollars a year, which you can help sell them on that future for them, then they’d be absolute fools not to do this. Right? There’s did you see that hormozie, Instagram hormozie where he’s like the have I talked about this already? It’s really compelling, and I’ve seen people knock it off, and it’s really embarrassing.

This he shows you, like, his keys to his Hummer, and he says, you know, it’s two hundred thousand dollar car.

If I were to say I’m gonna give it to you for thirty thousand dollars, go get thirty thousand dollars cash and you can have this. Go look at this on Instagram. He’s very good at storytelling. You’d be out of your mind not to go find thirty thousand dollars. Right? But you have but and that you have to believe that the outcome is really worth it. So they just need to believe that what they’re investing in is worth the two hundred thousand dollars that, you know, that you want to have in order for a sixty thousand dollar investment to be worth it?

Do you believe you can make two hundred thousand dollars in additional revenue for them Yeah. With this performance?

You go in believing that, write it on a piece of sticky note all over. Put it every freaking where so you can only see a little bit of yourself when you’re in the Zoom call. And that’s like, you can you can make them two hundred thousand dollars.

They would be out of their minds not to pay you sixty thousand dollars for that. The obvious net ROI is there. So I don’t know if that’s helpful for you, like, me to shout at you like that.

No. No. I need it. Please. Yeah. I mean, because the other thing is, because they they basically they they since they started working with me, they hit million, and they wanna hit ten million, like, in the next couple of years to sell. They have the courses.

Like, they have the audience. They just, like and they’re having me write like, I’m the only copywriter they’re working with, so I encourage, like, there’s so much money there.

I just I’m just figuring out how to, like, tap it, and it’s kind of like I feel almost like when I’m pitching them stuff, even though they’re saying yes, like, it’s just I’d it just feels like I’m, like, taking too much of their money, but, like, I guess that’s just a Can I can I offer another another Yeah?

Please. From that perspective?

It’s also like, it’s not just the time. It it’s not just the money that they’re paying you. It’s also the fact that to find somebody else is a huge pain in the butt. Like, I have people that I work with, right, like my accountant, and, like, I’m not super happy with him. I could, like, have some, like, like, I wish things were better. But, like, to have to go find somebody else and teach him all about my business and, like, do all of that work, like, that’s a huge headache.

Like, you’re saving them the trouble of having to find somebody else to do that for them Mhmm.

Which is huge. Yeah.

Mhmm. Good point.

Yeah. I think the money is just waiting there.

Yeah.

And it’s just a matter of, you know, I think go to this Thursday session with Kirsty on mindset, where it is about thinking bigger and really, like, get into it. I would. I would. I I they’ve already invested twenty thousand dollars.

They’ve already invested fifty thousand, like, since October.

Like, I know the money’s there.

It’s just Alright.

No. That’s not you’re done. I’m cutting you off. Okay. This is all it is.

No. No.

I’m just kidding.

No. No. Please. They I everyone enjoyed my of Abby’s Got Money Mindset issues. That’s awesome.

No. I mean, I think we could talk about how to go about pitching this to them in a way that feels good if that’s getting in your way. But I think even just knowing that if the rule is about half of what the project was worth is what that procedure is worth, then you can take comfort in the fact that it’s a rule. And if you don’t follow that rule, then you’re breaking the rule.

Do you wanna be that person, Abby? No.

No.

I I need to stop projecting my money share onto my clients, like, ASAP. Yeah. Okay. Thank you. Thank you for letting me. Awesome.

I wanna hear how it goes now.

Yeah. I will.

Thank you. Then once you got that first ten k retainer out of the way, that’s your new low. And now you’ve now you keep going above it. So be scared of what’s next, not this moment.

Let me get you. Yeah.

Awesome. Awesome.

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

How to Systematize Your Business

How to Systematize Your Business

Transcript

What we’re gonna cover today is is systemizing your business. And there’s there’s two approaches to any project or way of or so, oh, sorry, of any task or project that you wanna do. There’s a there’s a product way and then there’s a system way. And what I’m gonna do today is cover both.

Starting with project thinking. So, you know, this is from the project management Institute. So a project is a temporary endeavor specific start and end date. It produces a unique result in service.

It’s a set of structured tasks, activities, deliverables, executed to achieve a desired outcome. That’s the official definition of a project.

Definition of a system is an organized and structured process designed to be repeatable, de delegatable.

Say the word, potentially automated facilitating consistent and scalable results. So the beauty of a a project in a system, if if you if you really look at that closely, they both achieve an outcome.

Whether you take a project approach or a system approach, they’re both gonna achieve the same outcome, but with a systemized approach, there’s an added benefit of it’s repeatable.

You can delegate it. You can scale, and more importantly, it’s also consistent. So keep that in mind as I as I go through the, the presentation with you. Projects and system both achieve the same outcome.

It’s just the approach that you take, when you’re you’re trying to achieve that outcome. Okay? So, if you look at your business or any business that you’re starting freelancing, truthfully, it’s just a system that runs off of processes and procedures. So it’s systems within systems, and we’ll cover more of this as we go through, but that’s all it is.

We’re gonna go through, an example project. So I’m gonna I’m using two projects. One is cleaning a bathroom. Another one is cleaning, sorry, cooking, Thanksgiving dinner, then we’re gonna approach, a marketing plan as a system versus a project, and I’ll show you how we use this in our agency to productize. And then we’re gonna approach the authority plan that we’re working on now as a system instead of a project and sort of how it all comes together. Okay?

So if we’re approaching clean the bathroom as a project, we’re gonna create a typical gantt chart. That’s that’s one way that you can you can organize it. You break down the tasks, you you set a time, and then you you work on each task.

Another way to do it is, an action plan.

To clean the bathroom. It’s you start with your smart goal, you break it down, you decide on your action steps, you assign who’s responsible, and then you work on each one at a time. This is a little closer to a system, but it’s still project thinking. Okay?

Here’s another example of cleaning room. This is a a a con bond board. You have your to do doing review done. Each item under to do is a task that to complete it. So that’s project thinking.

Here’s another example of project thinking with cleaning the bathroom. This is a work breakdown structure You start with the high level deliverables, and then you break down each task, and then you work on one at a time. So that’s that’s project thinking. Now what we’re gonna do is we’re gonna approach cleaning a bathroom as a system, and the difference is subtle, but it it’s an important one. So A system has three components. There’s an outcome.

So the first step is you define the outcome. The second, there’s a process. So you outline the process, And then the third is you create procedures for each step in the process. That’s that’s how you make a system.

So we’ll go through this now. Here’s a little formula that you can use to help create your systems. If I process, then I’ll I will have successfully outcome. So let’s apply that to the bathroom.

If I clean the sink, the floor, the bathtub, the toilet walls, then I will have successfully cleaned the bathroom. So you have your process, you have your outcome.

Here’s a another example, a system on how to clean the bathroom. So the outcome is clean the bathroom. The process is you start to put the sink, the floor, the bathtub, the toilet, the walls. Now the difference now is that for each cleaning the sink, cleaning the floor, you have a procedure.

So now you have a how to clean the sink, how to clean the floor, how to clean the bathtub, how to clean the toilet, how to clean the walls and combined, you have a nice system that I can delegate to my son, which is how to clean the bathroom. I give him this instruction manual, he knows exactly what to do. It’s consistent. It’s predictable.

It’s scalable. That’s the difference between a system and a project.

Another we’ll give you an example is if I have a project, if I have a process, then I will successfully outcome is the formula, If I create a guest list, select a turkey, do the grocery shopping, cook the turkey, set the table, then I will have successfully hosted a Thanksgiving meal for my family.

Let’s approach this at a system, a system on how to host a Thanksgiving meal. So the outcome is host a Thanksgiving meal. The process is guest list, menu, groceries, turkey, table, but the difference is now we have how to guides, or you call them soaps or whatever whatever you wanna call them on how to create a guest list, to create a menu, how to, purchase groceries, how to cook a turkey, how to set a table, and that’s a system that now you can delegate to AI.

Same thing, which is actually, a thing right now, by the way. I don’t know if you guys saw this or not, but there’s a a robot that’s coming out right now that’ll actually cook you meals, which is really bizarre. Elon Musk just announced it. So that’s the difference between the oh, sorry. Go through here.

Oh, sorry. Where are we here?

Okay. So let’s let’s approach, a marketing plan as a system instead of a project. So this is an example of, a marketing plan that we implement for clients. We have a couple of key clients and every every client that we get, we we start, of course, with a a marketing plan and we break it down into different phases and then we sign a different deliverable.

Now if we took this as a project approach, what we would do is we come up with the the project plan, we create a gantt chart, We go through the gantt chart, but we’re gonna approach this as a system approach. Okay? So the first step, what we wanna do, and act actually gonna go through it with you right here, This is a live, setup of the actual client account that I’m showing you right now. This is a trello board. If you click through, you’re gonna see here the marketing plan, which I just showed you pulled up.

Now this isn’t a marketing plan, this is a marketing system, and we’re gonna apply that formula that I just showed you guys. So the goal, our goal is twenty five hundred patients. Okay? The process is the avatar, the USB, the GMB, and then the procedure If you click on this is now gonna be if you open it up, is gonna be a how to guide an optimized to optimize a a GMB profile. So open you up right now.

And these are all the steps from a to z, including a video, what to do, and it’s just a checklist. Okay? So that’s an example on how we and we do with this with all our clients. You can see that anything that’s done If you open it up, it links to a process.

Alright? And it’s part of a plan or a system. In this case, it’s the it’s the the marketing plan itself. Okay?

Does that make sense, everybody?

Yeah. No. Okay. Kids, we’re good.

Let’s do let’s approach, Joe’s building a an authority plan as a system versus a project. Okay?

You can approach this like a lot of people would is they would they would take this and they would say, okay, I’m gonna create a gantt chart. I’m gonna do this. I’m gonna do this. If you approach it as a system, then it’s the same thing.

You know, your goal is to it’s a process to achieve celebrity status. So I’m just giving a couple examples is I’m gonna develop my USB. I’m gonna launch a sub stack newsletter. I’m gonna start a podcast, then I will successfully achieve celebrity status in my one thing.

So that’s the outcome. This is the outcome where Joe has here. The process is just here. It’s you’re putting these into the steps and the procedure One of the things that I have here is a a evergreen funnel. So if I click on the evergreen funnel, that is literally a procedure, a soap, whatever you wanna call it, it’s a step by step guide that I can, delegate or automate at some point in the future. I just wait it opens up.

And it goes into detail on all the steps that you’re kinda like building down. Now this is, this is an example of a system. I wanna show how this kinda works, how we use it, sort of how it all comes together. So here is here is the the structure in an example, say, if you had a company, you have your finances in admin, you have your operations department, you have your sales and marketing department, and then each of these is a how to guide.

Okay? Now this right here is how to build an authority and achieve his celebrity status. That is Joe’s plan right here. Okay?

So this is your your system within the system, but if you scroll down, here’s your process, which is I’m gonna develop the USB. I’m gonna create the signature. Here, I’m gonna launch the substack, and each, step in the process is just a how to guide. Linking back to the Evergreen phonologist I showed you.

So that’s kinda how the business runs. Each of these is a system that then links to either a process or another system. And the advantage of that is I’ll show you how we we kinda comes together another opportunity. So here’s here’s a an example of, a process turned in a productized service.

So we have a system on how to launch an authority site. Okay?

That system within that is a process within the system because one of the steps that you need to do is you need to do an SEO audit Okay?

That we turned into a productized service, which we do for clients.

So you’re gonna see when you when you build out your systems within or you’d have a process, you can turn a system into a course.

An example would be Joe. You have a course on, guest posting and blogs. Correct? Yep.

Okay. So that would be how can we relate that? So if we approach this as a system, it it I would change this and say, I’m gonna guest post, which, of course, is in line with what, Joe suggests you do, then I’m gonna add that as a process. And now I’m gonna create a guide on how to do a guest post.

And I’m gonna document that guide inside of my system So now it’s repeatable.

And I can delegate that. I can automate it.

And I’m not gonna sit there and say, oh, how do I start? I’m not starting from scratch. But the advantage is now I can turn it into a course, which Joe just did. And on top of that, I can also turn it into a productized service if I want to. So the subtle, it is it’s a subtle difference, but in a nutshell it boils down to when you do approach something, make sure that your you’re approaching it as a system, not the project, with the key difference being instead of a project plan, create a guide or if you wanna hate calling it a soap, but an instruction manual that teaches someone the exact step by step process and how to how to do it.

And I’ll show you how what I would do in my in, in calendar right now. So here’s my calendar right now.

Say, and I’ll this is how, sorry, you’re I don’t do theme. I do time blocking. Right? So building a system, one of the goals is you wanna build on your authority status. So what I would do is, okay, that’s a system. I would block out time to do that. I would link to the system I’m creating, which is which is just a it’s a how to guide for now.

And then during that block of time, all I would do is work on the first step work on that system, which is what what I’m talking about, and that’s going through each step. So let’s say I was working on my Evergreen funnel, This way while it load while it loads.

As I’m working on my evergreen funnel, I would be turning that into a how to guide at the same time.

Right? Does that make sense? I’m not just I’m not just doing it, but I’m documenting each step of the process for that step within the system.

And by taking that approach, at the end, you have a step by step instruction manual that you can send out. You can automate. You can delegate to your team. Most people would take the approach where they’re just gonna sit down and they’re just gonna they’re gonna hammer it out.

Right? They’ll do an action plan or a gantt chart or some type of project plan, and then it just sits there. So do the same thing, but approach it as a, like a instruction manual, call it a soap, whatever you want. And then you can you can start, systemizing your business.

So that’s how we tackle everything in our business. Like, we start with our main our main sections, each department, no matter what it is, it’s a how to guide. Anything that we do, it’s a how to guide. It’s documented following that that process, and then, of course, you can delegate and, hand it off to your team.

The habit I was talking I don’t know if you guys wanted me to talk about this. So here’s reclaim that I was talking about the the, the AI scheduler. What’s cool about this is that you can put key habits down, and you can say, okay, I wanna work on building my authority status for, like, ninety minutes a day, it’ll look at your schedule, and it’ll it’ll block in time when you’re you’re gonna you’re gonna do that. And then literally, you just you link build out your system.

You work through it one at a time. We do the same with our our team meetings right now. So we have a team meeting. That is a system.

On how to hold a team meeting. If you click on that and you open it up, it’s how to hold a team meeting. Right? And on in this, it gives step by step instructions.

And at the bottom as well, you can you can link it to the examples. There’s a the last team meeting that we had.

So it’s a slight it’s a it’s a different way of looking at it, but it’s it once you think as a system and you start thinking processes, and documenting the processes, then it opens up the door for everything, especially the delegation and the automation. The agency part that we have here I have two people, managing. This this is six hundred thousand dollar business here. It’s run by Jeremy and it’s run by JR. And everything they do has a system. Okay? Here’s the system on how to optimize your GMD profile.

That my job is to create the systems, create the processes.

That’s like working on your business, not in the business. Their job is to work in the business and to apply the systems that I create.

Right? And once you start thinking like that, you free up tie your time to work on the business.

Then you start having fun because, like, you can literally affiliate marketing as a system. You just have to put that together. Joe’s framework is a system. Right, is what it is.

And eventually, you will we can package that. And there you go. You have a system on how to achieve authority status. You can rinse and repeat your book let let’s take publishing your book.

Right? Don’t just take that create an action plan. No. Create a system on how to publish a book.

Right? And then document that step by step, use that structures because if you need to publish another book down the road, you just need to follow that step, but then you can turn it into a course if you want to.

You’re doing the work anyways, but take that extra step to document each each phase. And it of them are gonna be more detailed than other. Like, this is creating a process plus documenting each step. Some of them have videos, some of them don’t, some of them aren’t as detailed. But it’s it’s enough information where you can hand it off to someone and say, here you go.

So the advantage is, of course, each of these can be a system it can be a process within the system. But the point is if you wanna share this, you can share it. If you wanna share if you wanna share the whole system, which is this one, you can share that.

It really depends, but that’s that’s the in a nutshell.

Does anyone have any questions on that?

Does that make sense that the the project versus the system approach in the mindset?

I think mostly, for me, I still see so much overlap like a system when you talk about a project versus a system, I get it.

When I see it on the screen, I look at it and go like, with still feels like a project. So what makes it is this can a system I guess I’m just I’m still looking for a little clarity there.

Sure.

It makes sense to me, but just like Jessica said, I’ll just rewatch this after so the pieces kind of come together, I think, for me.

Yeah. It’s kinda like it’s a meant okay. It’s a mental shift. So let’s let’s take a project.

Okay? So when people break down a project, let’s take a a book. For example, when you publish a book, you create an action plan, and then you work through through each step. It could be, you know, chapter one, chapter two, whatever it is.

You’re not what do people do with that afterwards? They they file it. They don’t do anything with it. But it’s take that action plan, take that that those steps that you’re doing document every step of it and turn it into a how to guide.

It’s a subtle difference, but it’s a it’s a it’s a powerful one. Right? And by going from action plan or gantt chart to how to guide, it forces you to sit there and say, okay, I’m gonna do this, then I’m gonna do this, then I’m gonna do this. Like, take an axe, evergreen funnel, You can approach it like this where it’s step one, step two, include examples, include how to videos, you’re gonna do the work anyways you can just create, like, a an action plan, and here’s the deliverables you need to create. But let’s take the convert the the high converting landing page you could create another how to guide on how to create a landing page, and then you could link to that within this system.

And if you start, you you gotta start from, like, somewhere, but eventually over time, you’re gonna have systems within systems, and your whole business is gonna be how to, like, how to do a budget how to do a team meeting, how to do a landing page. And then once you get to that level, then you can truly start delegating.

And and I’ll show you our WordPress, let me do our knowledge base here.

There we go.

So if you look at our WordPress support for us, so we’re launching WordPress support. Here’s a onboarding system for managed WP.

Okay? When we onboard it, when we onboard, clients, we have a process. Right?

Then it’s broken down. There’s different steps, and then each of these is a system within that. It’s a process on how to do that a step by step guide. So now when we work with our team, I can delegate this, which is the how to guide, or I can delegate the entire system.

It just open up. It opens up the door. It’s it’s kinda like how you’re setting it up. You’re setting it up within your system. You’re it’s kinda like you’re setting up system knowledge base in a sense. But in the end, it’s all it’s all how to, it’s step by step guides.

It’s it’s creating, yeah, it’s creating a system. Right? Does that make sense?

It does. I’m actually applying it now to this other idea, that I’ve been working through around, like, how to build a customer as a different way of looking at marketing.

So it’s interesting. Yep. It yep. I like it.

Like the the avatar let’s take an avatar. Right? So we so a lot of people would be Okay. What I would do is is you have, an amazing course on creating an avatar.

Right? And and you know, you’re you have your outcome, you have all this. That rate there is a process. Right?

You’re you’re teaching people step by step how to do that. But a lot of people, especially in the agency environment, they’ll create a, avatar for a client, they’ll create a brochure for a client, and it’s a one off system. It’s like, I do the brochure. I’m gonna put it aside.

The next client comes up, and you know what? I’m gonna I’m gonna do the creative brief. I’m gonna do the gantt chart. That’s the way you’re taught.

But instead of and take that brochure, create the ultimate guide on how to do a brochure and document each step in the process and then and then look for ways to automate and scale it. So next now when the next time client the next client comes, now you have a productized service that you can offer to them you can scale it. Right? The there’s a subtle difference in how you approach it.

It’s custom work versus not custom work. Yeah. It’s approaching it as a project versus system. It it really is a there’s a it’s it’s there, but it mainly boils down to the process.

Right? You have an outcome. You have a process, whether it’s a project or a system or not, you follow a process. It may change whether it’s like agile or or or Kanban But then you also the big differences is the, actual procedures, right, the soaps, whatever you wanna call them.

Just make sure those are step by step guides. And everything you do in your agency, if you take that approach in time, you’re gonna have how to knowledge base. On how to do this, how to do this, how to do this. And then once that’s done, I’m showing you guys some, like, behind the scenes stuff here.

Once that’s done, then you can start automating entire agencies. Right? So if we look at these, these are all clients that we work on here. These are these are projects that are incoming right now.

But if you look at them, these are just systems. These are repeatable processes. Right? And they’re all linked to a knowledge base, on how tos.

So that that’s kinda how it works together. But it’s starting thinking as a system versus a project right away. That’s that’s the the mindset to have with it. It took me a while to figure this out, especially with with my businesses, but once you Once you start building that out or you think that way, you applied everything from retainer clients to WordPress support to different templates, and then you just start linking and sharing and delegating those.

Zoom, anyone have any questions on that or Can I ask Shane?

Like, if we’re looking at, you know, our spreadsheet for our one thing with all of the projects that we’re this one. Yeah. Exactly. When it comes to, like deciding on the order in which we tackle each one.

Almost like a game try. I know that’s project, not in that system thinking. It’s what you’ve been saying. But, like, I’m behind I’m with you on the creating the how to guide as you go.

So, like, I was doing the competitor’s content audit today. So I can see, like, taking the steps that I took and putting that into, how to guide but when it comes to the smartest, like, building off of our work and creating Just creating a system in terms of which projects we tackle first. Do you have any insight there?

That’s your process. Like, for me, I’m gonna set this. I’m gonna do this for you and, like, I’m gonna pick one thing and set this up. So, like, what I would do is I would start okay.

So let’s let’s approach this as a system. Okay? My ultimate goal is to achieve celebrity status in my one thing. Okay.

Now the process I’m gonna do is I’m gonna start with my USB value prop. I’m gonna create an avatar that actually includes both I’m gonna focus on my USB because it’s a level three market assist sophistication. So I wanna focus on how to Once that’s done, then I’m gonna build my authority site, then I’m gonna do my origin story because then it’s relatable. And I have the VOC because of the avatar, then I’m gonna focus on, my blog and then I’m gonna do the sub stack newsletter, then I’m gonna focus on the, the book, the book is gonna promote my USB because it’s the how to, my special way of doing it, then I’m gonna build off that and do the podcast.

So they build off each other, But I’m thinking as a system to get that done. And each of them that I just said to you as I build them and create them is gonna be a how to guide. That I can repeat down the road, right, building my avatar. We we do that.

We have a a course on building your avatar where it includes your value prop, it includes frequently asked questions, then you you create, guarantees to address those questions. It’s a system on how to do that. It’s just a how to guide how to do it. Right?

By approaching that at the end of this, you’re gonna have a system not only on how to achieve celebrity status. So if you wanna pick something else or launch a venture or some or even sell your own course on this, you’re gonna have a how to guide, how to implement it. And then each one of those that I just showed you, that’s a potential of five courses. Not only that, I could turn any of those into a productized service.

Right? It’s a subtle difference. And people, like, take the brochure analogy. Like, we’ve all done I don’t know if you guys have or not.

How men how much client work have you done where at the end of it, like, you’re even taught project closure.

Like, what is that? Project closure, all the all the deliverables were met, where the requirements met. You take that, you put it into a folder. You’re done.

That’s a wasted opportunity. Right? So you’re still achieving the same outcome, but by taking the systemized approach, you can do more with it. Right?

You can turn it into a course. You can productize your service. You can you can automate it. You can delegate it.

It just opens up the door to so many more things. And it’s so important for us because as you get into this space and you get your one thing, you have to be working on the business. You can’t be working in the business. Right?

And like, promoting your sub stack and doing, like, all of these little things, like, you’re creating the content, but you shouldn’t be promoting it. That’s working in the business. Someone else can do that for you. And it’s a and it’s freeing up your time to work on that stuff, the high level strategic stuff.

Right? That’s the difference. That’s one of the main bet benefits of of taking this approach.

And the system can take any form. This right here is a system.

Right? I can people can call this a marketing plan. I don’t. I call it a marketing system.

Right? There’s a goal. There’s a process. Right? And this is your direct response marketing. This is each phase.

I’m gonna start with the avatar. I’m gonna do the u s p, then I’m gonna pick Google my business, then I’m gonna do the sales page, then I’m gonna do re marketing, then I’m gonna do the sales pipeline. Each of those is a is a process to achieve a specific goal, which is this, right, and then I’m gonna turn each of these on how to create an avatar, how to how to develop your USB, how to optimize your GMB profile, Right? And then, again, that opens up the opportunity.

It just it’s a different way to look at it. This instead of looking at it as a project plan, I look at this as a system, This is a system that will help you achieve a celebrity status in your one thing, and this is the process Joe’s laying it for you.

Right? You’re taking this process and you’re just deciding when you’re gonna do it, but make no mistake. That’s a process. And there’s an order there on how you’re gonna do stuff.

You’re not gonna publish a book unless you define your USB. It’s why would you not why would you do that? You’re gonna be promoting USB. You can’t do one without the other.

Right? So it’s figuring out that process, and this is the formula I use for everything. Right? And it and you’ll find that, like, the trick on this as well as, like, if I it’s making sure that each of these is like a noun, it’s they’re an actual deliverable.

Like a sub stacked newsletter is a is a deliverable. You know exactly what you need to do.

Right?

USPS is deliverable. You know exactly what you need to do. A podcast is a deliverable. So as long as you focus on the nouns, deliverables to help you achieve the outcome, then you can you can start taking that and systemize it. Right? A TV, radio show, a core productized service.

That there’s a system for that. If you if you’re gonna create a core productized service, why not why not create turn that that in itself as a system. Right?

Your workshop, how to hold a, how to hold a works workshop. People have sell courses on that. Right? How to do an evergreen funnel? It just it’s a different mindset, but it’s an important one. Does that answer your question? Kind of.

I get what you’re saying in terms of every because I I feel like you answered my question in, like, five seconds of that answer. Which was the order that you gave those. But I understand what you mean in terms of each SOP is in and of itself an opportunity to either delegate, product ties, create a course, create a program, or create content around the thing that you’re doing.

Those are opportunities. I think Johnson just said, like, the one of the main differences is the documenting. Yeah. It’s like people people mostly that that’s actually great. A great point. Like, people everyone approaches it as here’s what I need to do, and then they’ll do it, or then they’ll take project notes They’ll they’ll have stuff in, like, folders and stuff, but they don’t take that and they don’t turn it into something.

Right? And by taking that extra step, you’re doing the work anyway.

Does anything you approach think, okay, I’m gonna turn this into a how to guide. I’m gonna turn this into a step by step process.

Everything you do. Like, anything in the in my team that they do, like, when they ask me, it’s like when I want them to do something, they ask they okay, what’s the outcome? There’s specific questions that they they ask from me, and then I make sure they document it. The littlest things that you would think of. Like, if you look at this one, with the, the the client, the work, like updating a CRM, that has been turned into a system.

Right? If we go back to the, right here, like a lead value in updating CRM. That’s that’s a how to guide. That’s a system now.

Because I can delegate to this person that I don’t even need to I don’t know I don’t need to be involved in any of it. Facebook campaign. Okay? There’s a system for that.

There’s a how to launch a successful Facebook campaign. Right? That’s part of a a broader, a broader, that’s part of this system. But it’s still or a process within that, say this was like step four, right, which is Facebook.

Right? It’s part of this is your your system here. This is your process, which should be step four, and you’re just documenting how to do a Facebook campaign. Right? And then you’re taking that and turning it into a product high service or a course as well.

Oh, what I’m wondering is, slightly slightly off topic maybe, but what what, you obviously manage your systems really well. You’ve got a huge data there you go, database of them I was just wondering if you could speak to, your recommendations for organizing these, soaps and systems and processes as you develop them because I can I can just kind of see into the future and imagine creating quite an unwieldy kind of database? So I’m just wondering if you have a a a a way of organizing that or or just any thoughts, I guess.

Yes. So as a freelancer entrepreneur, this I’ve they call it, like, your org chart, whatever you whatever you wanna call it. Okay? You’re gonna have You’re gonna have your finance and admin, your operations, and your sales and marketing.

Okay? Your your finance and admin in your sales and marketing, those are the core functions of everything you do, okay, that they make the products. Okay? Operations delivers the products.

That’s the simplest way to look at it. Right? So if you have a course, you’re gonna your sales and marketing department is gonna create it. Operations is gonna deliver it. And that’s that’s the simplest way that I found to to make the distinction is just to to have those departments.

It’s the it’s how you, this controls the money in and out. This is how you market and and, the services, this is how you deliver the services. Right? That’s the way I look at it. It simplifies things.

And then if you look at these, like, each of these is a is a guide how to hold a meeting is not finance as operations.

Right? That that’s it belongs in that department. Where the, the sales and marketing, the evergreen funnel, well, that’s gonna be part of the the sales and marketing, right, part of the system. So this right here, the authority building, this would be part of this system as part of the, this one right here. This is part of of sales and marketing. Right?

So does that does that make sense?

Yeah. Yeah. That no. No. That makes, total sense.

Do you do you recommend nimbus web? I’ve never even out of it.

Yeah. This is we live off this. Like, this is, like yeah. Well, it’s you can do this in Google Drive as well, but it it doesn’t really matter where you do it.

But just you have your main folders, which are your your, your departments, how you structure it. It doesn’t really matter, but and then within that, you just have your soaps. People call them soaps. I call them systems.

Right? And then their systems upon systems. This may be a whole this may be a system within that system because then you can delegate systems. You can delegate to start from somewhere, like your onboarding process. Right? So you have your onboarding process.

Let’s approach that as a system. Right? A client comes in, this happens, this happens, this happens, this happens.

Right? Now you know what you have a clear process, So you’re gonna take the first step of the process and you’re gonna create a how to guide. You’re gonna take the second process. You’re gonna create a how onboarding a a client, a how to guide.

And now under operations, you have how to onboard a new client, how to send an invoice, how to send a proposal, Right? You have now you’re on your way to systemizing. And don’t, like, just start somewhere. Right?

Just get in the habit of anything you approach using this framework.

And then eventually six months from now, you’re like, oh, this is awesome. And then you you assign people to manage that. Right? Like, I don’t once it gets to a point, I don’t I don’t I’m not involved in it.

Right? GMB is his domain. I’ve I’m nothing to do with it now because now it’s his responsibility to do that. Update it and report to me, and now I’m working on the business versus in the business.

Right? And it’s like this right here, especially, like, the agency, right here. Like, we have tons of projects going on at any one time, and it’s all because of systems.

Right? That’s we wouldn’t be able to do it if it wasn’t for a system.

That’s cool. No. That’s really cool. It reminds me of something I think. I think Tim Farris said it, like, years and years ago. But that that anything that you do more than once, as part of your, like, your day to day life is is worth advertising.

Bingo. Yeah. You got it. Yeah. I was trying to figure how can I get this a my approach is everything I do no matter what it is, is a system because you have to, like, don’t make that mistake?

Like, people take on project. How many times have we all taken on a project where you’re taught that. You there’s the closure. There’s the like, you’re taught different phases.

At the end, you have to close it. You talk what went well. What didn’t that’s a missed opportunity.

Right? Because you may have to repeat that down the road. No one thinks, oh, I’m gonna take that old. I’m gonna take that out of action plan.

I’m gonna go through the no. No one thinks like that. So you you can by taking this approach, you still achieve the same outcome. It just now you’re documenting I think Johnson said, like, you’re you’re documenting the steps to how to Right?

You’re taking a step further, and then you’re organizing it like I just showed you. Right? And then eventually you have systems upon system right? And then you start building out the apartments.

But one sorry. One one thought that I know Jessica’s waiting. I don’t I don’t wanna hog the time, but, I just have one last question.

Something I was thinking about as you were talking about this was one was, like, I’m glad I didn’t create, a process or a system rather. When I was first learning some of the things that I now do because, I I’ve added and changed and it’s it’s kind of mutated into, something unique to the to to my own process.

But then I, on the other side of that, Do you think that there’s any, risk or danger?

From having a system that is, fixed and is the solution just simply to revisit your systems on a regular basis to make sure that they’re updated and that they’re they’re, they’re they’re changing, they’re shifting, they’re growing with the as the world changes it grows, Obviously, not all of them, but some assume will need to change.

Yeah. The this is thinking this is actually what this is, like, you’re you look at this, this is like thinking like a scientist, you’re forming an hypothesis. If I do this and this, I’m gonna have the. Right?

That’s the whole point of a system is that it’s not unrepeatable, but you can you can adjust as you go. Right? And if you maybe examine it six months and if you’re not getting that same outcome, you need to adjust the process. And that’s a that’s adjusting the how to guide or what it is.

Right? But treat that’s how I treat everything as a system. It’s a it’s a it’s a process and, yeah, there’s tweaking on it. Nothing stays station as some stuff does.

Like, there’s your there’s processes that you do day in and day out that will never change like payroll. We have payroll. So payroll is I use a bot for that literally. Right?

And it’s, like, it takes care of everything a to z, but in order to to get to that point, I had to create a clear step by step process that I could automate. In in that case, I decided to automate versus delegate it. Right? Where a lot of people will have a bookkeeping checklist.

Well, a bookkeeping checklist isn’t a it’s it’s it’s just a it’s a high it’s a what to do. It’s not how to do it. Go that extra step, and then it opens up opportunities, like, even with AI.

Right? Like, there’s a big difference between approaching a project like this and like this and like this versus a system, right, they would close this board afterwards.

And and each of these is a missed opportunity. Right?

Yeah. That makes total sense.

And that’s and it’s a subtle approach, but it’s it’s a it’s a it’s a big one. Like, thinking like this probably was one of the biggest, one of the best things that happened in front of my mindset as well. It freed up my time because I I’m like everyone else. I have kids.

I have multiple things going on. It’s it can be stressful. Right? You’re like, how do I find the time to do this?

But when you once you approach systems, then you can you can truly start automating, and you can truly start delegating. That’s the biggest thing. And it’s, like, it’s approved.

Sorry. Yeah. Go. Go. No. Go ahead. No. I was just gonna say it’s cool that I think because part of, it it’s funny because one of the things I I wrote in my my twenty five things, like, one of the categories was was soaps.

I I recognized that I, like, I really I think because I have ADHD, I really struggle to, to, to, to perform the same task over and over again without, like, clear, clear definitions of what I need to do. And, in writing down some of the soaps, which I’ve I’ve started to do already, I’m discovering gaps in my knowledge. I’m noticing areas that could be better. I’m, maybe, formalizing a process, that’s, the the works better, just by thinking about it.

So, yeah, I can see. Anyway, did I just there’s it seems to be a lot of value to it.

Yeah. There’s not and, like, literally these these this agency here, like, this is Jeremy and Jared. They had no marketing experience when they start. I would put Jeremy against any marketer out there.

He’s been with me for a couple of years right now. His knowledge was on proven systems, right, Facebook campaign. He’s brilliant on that stuff. He because he learned from a proven system.

Right? JR had no marketing experience. Right? And it’s teaching him, I wouldn’t have been able to get them to that level.

If I didn’t have these processes, the how to’s.

Right? So it’s like call it, like, education two point o or whatever it is, but you’re just you’re building your system and your business off of proven systems. Some of it is mundane. Some of it is step by step by step.

But that’s an opportunity to automate it. Right? And you can’t automate unless you have a process. It’s impossible.

Right? You you literally can’t. And everything is a process. You do this. You do this.

You do this. You do this. You do this. You do this.

You just need to figure out that process and then and then document it, and then you have tons of opportunity. Is there an example that people want me to to to approach as a system? Like, it’s related to your one thing, how I would do it?

Yeah.

I think so.

I think I like the way you your marketing plan. That was really interesting.

It’s a system. Yeah.

Yeah. That one page marketing plan, it seems like a pretty repeatable Could you go over that as a system?

Yeah. This is, like, this is and a system can take many forms. Right? Like a system can be a plan.

It can be, like, even here’s Joe’s, this is a system. You can look this as a as an authority plan. I look it as a system. I’m gonna build in that is repeatable, and then I’m looking at each of these as a system that I can repeat, and I’m gonna document every step of the way, the same as a marketing plan.

This is a repeatable system that we do repeat for plenty of clients. So there’s one client. I gotta, like, before we put these up, I think I have to have to show the, we’ll have to go in here and do the, we’ll have to what do you call it to blur it out? But anyways, here’s each of these has a system.

Right? So you go in here. Here’s the marketing plan.

It’s the same thing. Exact same thing. It’s a repeatable process, to achieve a specific outcome, but because we’ve documented everything, in detail, like, now we’re on to the during phase of lead generation. Here’s a pipeline.

Here’s a sales process. And guess what these are, how to guys and how to create a a sales pipeline. How to guide on how to create a sales process. And eventually, we’ll get into the live webinar.

Like, that’s and then eventually you get to the point where you’re it just copy and paste, right, and then you just delegate it. And then everything that you’re doing under this, like, here’s a blog newsletter. This is just a a system. It’s a how to do a monthly, plan for your newsletter.

That’s how they were trained on it. Right?

And then you can apply this over and over again, and to to any thing. And the main difference is you’re just, like, we could approach this and say, we’re gonna do this marketing plan and how many people do that? They’ll set it up in Asana. They may or may not save it.

No. I’m not gonna set up an Asana. I’m just gonna link literally to a system, and I’m gonna use this as my project. And whatever you wanna call it, And I’m gonna work through this, and then I have a repeatable process I can delegate.

It’s a subtle difference, but it’s a it’s a it’s an important one, though.

This reminds me, one, idea that might be helpful for people, because I I’ve just started doing it is, I got it from this guy who runs a a a VA agency, and he’s got something like five VA’s, and he has every single person on this company has at least one VA, and they they they have all of these processes around, like, how to use your VA and what are you using for? Do you need more VA’s?

He was saying that one of the best, ways that he’s found to, to use VA’s was to, take something that you do, that you repeatedly do. And, record a loom of you doing it. You don’t need to, you don’t need to, speak to what you’re doing as you do it, you just do it and record it on Loom, and he was saying that the the the success rate of giving that video to a to a VA and saying, like, okay. Do do this. Like, watch this and then do this. People underestimate, or rather overestimate how, how unique their skills are and how complex their tasks are. And so I just I was just thinking, like, you know, anything that you do repeatedly, you could probably just loom it.

If you’re not gonna use a VA, you could just go back over the Loom and be like, what am I doing at each stage and just write that down. So you don’t have to even interrupt your process necessarily.

Yeah. Or you can on, like, the biggest thing with that, like, this is a perfect example. Hey, let’s take I hire a VA. Hey, I want you to go in and optimize this client.

Optimize this client’s DMV account. This this could be a product set to tie service we launch. Here’s a step by step guide.

Video on exactly what to do, all of the resources. Here’s a checklist to follow.

It’s a repeatable process. Right?

It’s not that’s that’s the that’s exactly. But you don’t a lot of people would say, you know, they would hire get hired to do this for their GMB page, but they’re not gonna document it like this. It’s a missed opportunity because now I can automate this. I can delegate it. Even mundane tasks, you can automate. It could be like step one, step two, step three, uploading receipts.

You could there’s I AI that will do that rate but you have to automate, you have to figure out the process, though, or it’s it’s impossible evergreen funnel.

Right? This is a course. I could easily turn this into a course. These are the email templates I need to send. This is the sequence.

I’m gonna use this to create cash flow. So the tripwire is gonna pay for the Facebook ads. Right? I’m gonna I’m gonna have those as cost.

And now it’s a repeatable process that I can give to Jeremy and say, hey, launch this trip by our own Facebook. Here you go. Don’t know how to launch a Facebook campaign? No problem. Link to a how to launch Facebook campaign.

Right? So they all they all start connecting.

They could be part of a bigger picture, of course, which is your your your your plan, but eventually you’ll start seeing little opportunities here and there. Right? It’ll these combined can be part of a different system. You can start mixing and matching. It’s like it it’s almost like a puzzle. Right?

System support other system.

Yeah. That’s Exactly. Does that make sense? I was trying to get across with this. It’s like I know it’s hard to explain, but, like and I wanna do something like, where is it here?

Like, here’s here’s an example on the marketing plan. Right? Like, we have here’s a here’s a system on GMB optimization.

And then with under that step four is to optimize your photos. And then here’s another system.

Part of me.

Can you zoom in on the slide? It’s hard to see.

Yeah. My apologies.

Thanks.

There. Is that better?

Oh, let me just see the slideshow, actually. It’s better.

So here’s the the marketing plan, here’s the GMB, here’s a system I had to optimize your GMB, okay, the one I showed you, and step four is add photos, But here’s another system on how to choose the best photos for your GMB.

So these are these are both systems here that are here Right? So they’re they’re under the the sales and marketing, but one they all support each other. They can be individual. They can support a system.

It’s like a puzzle. You put them together and you can start delegating and having fun. Right? And over time, the beauty of that is that you’ll have you’ll see opportunities for stuff.

Right?

You know, if you wanna maybe you’re you’re building at a plan, you’re like, oh, we have a system for that. Hey, we’re launching a pod podcast. Yeah. Yeah.

We have a system for that. Here’s here’s the how to guide. Perfect. You can link to it, then you can start creating courses like all Joe’s courses are systems.

Guest blogging, right?

So you put in guest blogging as one of your your plans, which she says here. Right? I’m gonna I’m gonna do a podcast or what it is. There’s a system. Her course is a system. Just create a how to manual or just link to that course and say, here you go, and you can delegate it.

Yeah.

It’s it’s cool. It’s kinda like, building a box of Legos.

Bingo. Yeah. I was trying to and I was trying to get that across here, like, to this to the to the system part. Like, it is literally it’s legos.

It’s connecting stuff. Right? It’s just, it’s, it’s not loading, but that yeah. It’s just like it’s that’s all it is.

Right? It’s different parts, systems, processes, systems, processes are all connected. Right? You can delegate entire process.

You can delegate entire systems. Or you can delegate a a specific procedure, but everything has a process that you follow, right, anything. It’s a step by step. You do this.

You do this. You do this. There’s nothing that doesn’t work like that.

Right? It may change where you’re you’re doing this, but then you realize, okay, I’m gonna do this. Like, that’s you can go back and forth, but there’s still a process you follow.

Like, is there what we’re gonna do is we’re gonna I’m gonna do this myself as well. Like, I’m gonna I’m gonna pick one thing and work through this and actually set, set up, like, how I would set it up on this and share it with everyone as I do it, that may help too.

But if you wanna call it a soap, whatever you wanna call it, I call them I call them processes because that’s it’s just easier for me to understand it. Like you have your you have your outcome, your process, and how to do it, and then the individual procedures inside of that, which is just your detailed step by step instructions.

And if you approach it like this, then you’re you’re golden. Right? Over time, you’re gonna have a whole system on how to run your business agency.

Here’s the tools.

Could I see TeamHub and I see NIMBIS web? It would be interesting to know what we’ve embedded in because I think half the battle is you start the work, but then what’s the logical way to organize it. I think in one of the areas that Johnson was. Like, and sometimes it’s just a matter of saying, hey, go with this tool because you don’t have to learn a tool, we’re gonna work together on the same model building principles under the same tool.

What do you mean by tool though?

Like, what like, in So, like, a a tool or software would be TeamHub or NIMBIS web? Like, which tool to store your knowledge base or I don’t know I don’t know what tools you’re using that or software you’re using that Oh, this this is NIMBIS, yeah, this is like fuse base.

It’s just, it’s like an Evernote. As well. So it’s the same thing. It just allows you to create folders. And I like doing it because you can share stuff out. You can create portals as well.

And what’s team hub?

Team hub. Where’s, team hub?

You can see it.

I think that’s just the the the prefix on on Nimbus.

Your URL. I looked at both of them all.

Oh, no. These these are the different. So this is word these are just different. These are these are all different, businesses.

Like, this is WP total care. These are retainer clients. These are just different this is the example one. Those are just different like, companies, I guess, if you wanna call them.

Sorry.

I didn’t really know I’m asking because I googled TeamHub, and then I googled NIMBIS web, and they’re two different comp software.

So maybe It’s just the one that you’re using. Right? The NIMBIS Club?

Yeah. And I just use it for but you can use anything. You can use Google Drive.

Right? It doesn’t you can use, we we have a SOP for this one that I showed you here on the on this. This is just a Google drive document. Right?

We haven’t imported it into, this one right here. This is a productized services that we created. So here’s the we had this guide here on how to launch an authority site. Which is like a step by step guide.

So a client hired us to to, build a website for them. We turned that into a process, right, starting with your your avatar, your sitemap, your wireframe is a proven process. From that before you launch, you have to do an SEO audit.

Right? So from that system, this pros this step in the process we turned into a productized service.

Right? And if you think like that, you’re gonna see you’re gonna see opportunity everywhere. So this system that you’re looking on the authority site, we applied that system to these here.

Right? These are all authority sites. These are websites that we’re launching, and it’s because of this original system that we can do that. Right?

And there’s different spin offs you’re gonna find. Right? Like each of these is different avatar. You could do a productized service on an avatar.

Right? You can do you’ll you’ll see opportunity everywhere. You could turn it into a course if you wanted to.

Shane, can I ask a question to connect back to the previous session that we had? Sure. Okay. I’m gonna put it in context that like I Maybe I just need it in the old thing that I used to know well. So I was a teacher.

So to me, the outcome for one of my students would be I can write an argumentative essay and show seventh grade proficiency. Whatever.

So that’s my outcome.

Right? And then the next part then would be the process. So like the one part of the part it would be like research, the argument, first draft, whatever.

And then each of the procedures under every day I literally had to how to know the difference between a primary and a secondary source as well.

And you know, so a gazillion, right? Lots of things. So I think am I am I equating these things?

The way Hundred percent. It’s a Okay. That process though, don’t use research though because that’s a phase. Okay. So let’s let’s take the outcome, which it like, tell me the outcome in one sentence.

I show seventh grade proficiency of an art of an argumentative essay, writing an argumentative essay.

Okay. Now tell me the exact process using nouns. So only use nouns.

Oh, okay. Sure. So my argument.

K. There you go. What’s the next one? So that’s step one.

First draft.

K. Step two.

I wanna go towards editing and revision. So I guess I would say Yeah. More like a second draft or something like that. It’s the drafts, I guess, the phases of drafts.

Yeah. So now you have we I know we can go more, but exactly what to do. So a lot of people just have a checklist or an action plan with those steps that you just showed me, and then it’s it’s the what, and then they’ll figure out how to do it. But they won’t document themselves doing it.

Okay. So so I’m see, I am getting this right. So I have been doing this for years.

I think where I’m still I think where I wanna push you then is is so if you were thinking in the context of my student then if I had to align on one of my five non negotiables with what we’re talking about here Sure.

What could that look like?

Well, to it depends on if, like, what’s your outcome? You’re using as the as the student example?

Yeah. Is that okay?

Sure. It could be, draft. It could be work on, I need to do a draft. And here’s a how to guide on how to write the perfect draft, or that could be part of you it could be one advanced guide. And so what I’m gonna do is I’m gonna put aside an hour a day or I’m gonna set a goal to write one thousand words a day.

And with the goal of having my draft done by the end of the week.

That’s So I think so I think I get that where I’m struggling is it seemed like when Joe was talking about hers, these were kind of habits of forever and ever.

Yeah. She’s talking about Keystone habits. Like, it it it it it dep it depends. Like, she’s talking about habits that are part of the system.

Okay? So it’s like, her there’s a lot of like, she has copy hackers as one big system. Copy school professional is one big system, and all of those would support her system. Right?

And so the habit she has probably support, like, a bigger a bigger goal that she has. Right? That’s that’s the way I would align it.

For health. I have, like, I have keystone habits for my health. Like, one of them is exercise. There’s certain things I wanna do every day. Because they’ll also have the most impact on my health. Right?

That’s what I do is I have my non negotiables, but they’re always aligned to, like, a bigger system, a bigger goal or outcome that you wanna achieve. So I would align my my non negotiables with your one thing.

Right? Say, wanna publish a book. Well, one of your daily non negotiables should be to write one thousand words a day. Or something like that.

Right? Because it’s supporting, a larger outcome. And then, and then you’re you’re focused. Right?

I was also one wondering this, Jessica, because, all of my goals, I think, or nearly all of my, my goals non negotiables are, not forever. They won’t run-in perpetuity. And I was kinda wondering, oh, am I am I doing it wrong? So should I should I have stuff that keeps going? But I don’t know. I kind of I don’t know. I feel like there are, obviously, Joe’s in different positions of me.

And I think the, There’s no right or wrong way.

That I have. Yeah. The stuff I have to build first that there are there are obstacles that I need to hurdle before I’m probably gonna be in a space where, my tasks are are repetitive, indefinite, and, and useful. And functional.

Yeah. I totally agree with you, Johnson. I am the same way. That’s where I think I was struggling with, you know, the way I drew it. You know, Joanna was so concrete on, like, these are the things that she’ll keep repeating. I think we’re still in that trial stage.

Yeah.

Yeah. And I I think one of the questions I had was at what point do you don’t build the SOP but buy the SOP? You know what I mean? Like, If you’re continually trying to learn all the steps it takes to build authority versus buying the shortcuted version of helping you just do that, that’s where I’m kind of, you know, at that point where in the authority building, all the great things, you know, that I feel like would be fantastic to do. It’s the learning.

How to do it that’s and where and what tools and And, and I, in some cases, feel like there’s a shortcutting process to all that, you know, taking courses or acquiring that knowledge, like, through coffee school is one way. But, you know, some of these authority building things don’t live within coffee school per se.

What’s an example of one, like, that you’re thinking?

Yeah. Like, building a book, you know, you know, so my thought is, well, maybe I create my own around, like, Each chapter becomes an ebook that you release, and then you complete each book.

Each chapter before you complete the book, but then You know, what does that mean if you let pieces of your book go early in terms of publishing, but then it’s it’s not having the full big picture of the do’s and don’ts of of publishing a book and or the way in which you could go through two page. Or you could go through self publishing, but then a self publishing work is a whole s o s o p on itself.

It’s getting clear on the outcome. Once you know, I would go a step further and say I wanna I wanna self publish a book on x y z on Amazon. Now the outcome is clear. Right?

Like, now I can create a process, and I can figure it out as I go. And the beauty of is it, like, this right here that you’re looking at This is your this is what you’re working from. You’re figuring that as you go and you’re figuring out the steps. You may be taking a course just like, oh, okay.

This is step one I’m gonna do. This is step two I’m gonna do. You do that instinctively.

Everything that you do in life is a process.

You you you you you brainstorm, you you in your mind, you think y’all gotta do all this stuff and then you structure it and you start working through it. The key is to organize it and being clear on exactly what you want. Right?

So I did it. So how to self publish a book, it would be like, well, could you just take the course to do that rather than having to, like, figure out the steps if you get what I mean?

Document the course. Like, Joe, Joe has an amazing course on how to, guess blog. Right? That’s if anyone has that on their action plan, they just link to that.

It’s beautiful. And then that that is gonna, like, you could work through that so quickly and get such amazing results because that’s a system she’s she’s giving you, right, on how to do it.

Turned it into a soap, whatever it is, but it’s a repeatable process.

Mhmm. Mhmm.

And that’s the way to look at everything everything here is a course, podcast, Instagram, YouTube, LinkedIn, it’s an opportunity.

How how to optimize your your your LinkedIn profile.

Right? Create a soap on that. Create a step by step process, and now you can offer that as a productized service to your clients.

Right?

And you can delegate it to people who have no experience in marketing or LinkedIn, which I’ve literally done. They these guys have know it when they start, but it’s because the it’s a it’s proven frameworks that they can build upon. Right? And they and they learn by by following a a process of system.

All of these are deliverables, signature offer, deliverable.

How to how to build a signature offer, subtract newsletter.

There’s probably one available that you can follow. And just as you’re as you’re launching your sub stack folder, create a how to guide, and just document yourself doing it.

It won’t be perfect right away. But at the end of it, I promise you, you’ll have a really cool process.

Right?

And then sell a course.

That’s all people do. Like, that’s that’s all that it is. Like, there’s there there’s not. It’s just getting into that mindset, right? Document everything. You can’t you and where to focus on focus on your onboarding process? Focus on your Let’s talk about your acquisition funnel, your sales and marketing funnel.

Right? There’s before, during and after. That’s what this is. This is sales and marketing funnel. There’s before, during and after.

And in your funnel, each of those is deliverable. A a lead magnet is a a deliverable.

Right? That’s a noun. So now you have a guide on how to how to create and launch a lead magnet.

Okay. There’s a course. And a client comes in, there’s a product type service. Right?

It’s a different it’s a subtle it’s I was trying to convey it, like, how can I get this across the right way? But it’s I hope it’s making sense, like, the the approach on it.

Yeah.

Oh, yeah. Certainly does kinda like I mentioned, in the last call and in the chat, just like, how it’s a bridge, you know, as, you know, people and business owners, we try and only do stuff that’s worth doing. And if it’s worth doing, it’s probably worth repeating and scaling. And to kinda make it as easy as possible and kinda like you said, ideally, delegated out.

So they can literally just look and say, Hey, if I need to do this, I do this. If for for some reason whatsoever, I’m lost, I go back here. Oh, here’s what’s to come. Where did I leave off?

Right? So it’s just super simple.

Bingo. And it’s like and any and it it don’t just think delegation.

Like, as a business owner and a freelancer, you’re by taking this approach and systemizing everything, you can not only delegate. You can automate.

That’s that’s, like, people think I delegate everything. No. You can automate a lot of stuff. Even mundane stuff like like like uploading receipts.

Okay? Like, when a receipt comes in, before I used to download the receipt, put it in zero, upload it to Hub Dog. So I I looked how can I how can I automate this? Okay.

Step one as the receipt comes in. Step two is I need to set the hubdoc. Step three is I need to upload it to zero. Okay.

Step one, I can I can use a filter in Gmail? Perfect. That’s gonna send it to hubdoc. Because Hubdot creates an email.

But how am I gonna get it to zero? Oh, there’s a plugin. So if I install the plugin, so now I create a folder, receipts come in, and it takes care of the process. Now that’s off my plate.

And before that, you’re then people argue well, hey, that only takes five minutes to do. Right? I’m gonna I have to blur this afterwards because I’m showing you.

But, like, the reality, it is, like, all this stuff that comes in, look at all these receipts.

One thousand three hundred and eighty two receipts.

It that that’s a lot of work.

Right? So by automating the process, it saves you time and it builds up. It’s five minutes here, five minutes here, five minutes here. But if I had it done and I did that for years, just to receive. Who cares? I’ll just upload it. Take five minutes out of I would put on on my daily checklist to do.

I never thought, wait a second, automate it. Three is a system. Here’s a process step by step. Done.

Right? Daily to do check checklists, you can I don’t work from them because you can you can automate or delegate ninety nine percent of the stuff? Right? I just work from from the calendar and I say, here, this is what I work on today. And then I build out systems, and there’s this links to my system that I’m building out. As I work through it, I document it. It could be video or steps or whatever it is, and then at the end of it, it’s repeatable.

Right. That makes sense. You know, not just the delegation, but the automation huge because you’re essentially just getting back more of your time so you can kinda compound that to whatever you wanna do.

And don’t discount those small things because as a business, especially when you get busier, those things add up. And it’s, like, you can treat this as, like, I’m turning this into, like, the authority status. Like, this is just a con bond. But if you notice here, this is like launch sub stack evergreen funnel. Right? Even each of these is a how to launch an evergreen funnel. And in here Right.

Those little things do add up. Like you said, even just receipts, be like a death by a thousand paper cuts kind of thing, you know.

Exactly. It’s you’d be surprised on the stuff. Right? You wanna automate as much as you can.

Because that stuff is gonna get you in the end. That’s why people get stressed. Right? And then you’re focused on working in the business.

That’s the biggest trap that business owners I don’t work in the business. I work on the business. My job is to is to coach and train my team. That is my job, period.

And and how I do that is, like, I create systems.

Right? And I and I allow them to make mistakes, and I mentor and coach them. That’s it. They run the business. I’m not involved in anything.

Right? And that frees up my time to spend with my family to do stuff I enjoy.

But I wouldn’t be able to do that if I didn’t have a system. It took a while to get to that point. Like, I’m not gonna say it’s easy, but when you make that mental shift and everything you turn into as a how to guide, you’ll start to see opportunities.

Right?

Does anyone at is that is it making sense overall to everybody?

Certainly. Yeah. No. Really well put too. For some reason, I’m just trying to get across in the robotic system with bridge now.

Yeah. It’s like this thing it’s think project because it’s the same it’s the same concept. It’s there’s no difference. It’s the same outcome.

How many of you you’re told, build a gantt chart, build a gantt chart, do an action plan.

Do a con bond board, do a work breakdown structure.

There there’s so much missed opportunity with this stuff.

It’s the same thing. It just create a system. They all achieve the same outcome.

Right? This is just the what? This is but you gotta dig in deep the how because I can’t delegate this. I can’t delegate a gantt chart.

I can delegate system.

Right? Because now there’s individual processes on how to clean the sink, how to clean the floor, how to do the bathtub. Because when I was cleaning it, I said step one, fill it fill it with a and people are like, well, you know what, why would you do a soap? This is a great analogy.

Why would you do a soap on filling a sink? Okay. If I said to you fill a sink and I said to another person fill the sink, you’re both thinking different things. I want the sink filled halfway with warm water, that I want a cup of cleaning solution.

Right? Just if I said you build a house and I want a house with two windows, I want, like, you’re both thinking different ways. So as mundane as you think it is, by thinking like that, you you get consistent results. Right? That and that that’s another is predictability. Right? It’s consistency, which is huge.

That is huge. Like, that makes me think of, like, when you talked about the sink, my wife, she does, like, training stores and fast food industry. So she goes into different stores and teaches them literally systems like this kind of like you said, literally, I think there’s a sync SOP for them. There’s an oven SOP.

There’s all all the systems, you know, Bingo.

Those are systems. People call them different things, soaps, whatever it is, but there’s they’re they’re step by step. Instructions on how to do something detailed so that you have consistent results. And once you you get it to that level, then you can delegate or automate because It’s all about achieving a specific outcome, right? That’s, but there’s a process to achieve that. You gotta figure that out and document it. That’s your job as a business owner.

That is your job to grow and scale is to is to create systems and systemize your business. It’s not to do the word. You can’t do both anyone who tells you you can do both is wrong. It’s impossible.

Your job is not to do the work. Your job is to work on the business, and you work on the business by creating systems, and then you can delegate it. You can hire people. Right?

Or even better, you hire people to to create the systems for you. You teach them this method, right, and then you hire a bookkeeper and then you make sure, like, I got burnt with that. Like, years ago, we had a bookkeeper and he left, and I was screwed. He didn’t document anything. And I was like, what what am I gonna do? And I learned from that quickly.

Right? So now you hire someone. They do the systems in the knowledge base. So if he leaves, who cares?

Fill in the blank. I hire anyone. Anyone can do it. I can do bookkeeping now.

Right?

Any questions on that?

I’d love to almost take the work of building out how to and then showing it to you, Jane or whatever that version is because I think it’s the getting confident in that behind one of the non negotiables.

Whatever that first one may be is What’s the deliverable you’re working on?

Sorry to Yeah.

I was just about to say. Honestly, it’s been one I think you shared on Slack.

How to extract all of your emails and contacts from existing inboxes to create an email list. Like, this is something that I have wanted to do. And I’m like, well, you know, what if I really have the need for that, then I’m it’s likely others because starting an email list is one of the hardest things.

To do. So where do you start from? So I’ve now been thinking, well, I should just make a how to you guy for that.

Bingo. That’s the first step in the process. You got it. You just now you’re thinking like a system, and that’s gonna be in your knowledge base.

That’s on the start. Create a new note. Literally like this. Creating a note, and and and don’t that’s the problem.

People make mistakes. Just start with this how to and bookmark this and just work from it. I’m gonna do this, then I’m gonna do this. Oh, no.

I’m not gonna do this. I’m gonna change this up. And by the end of the project, you’ll have a system.

No. Same thing. There’s no difference. People, instead of a gantt chart, now you’re creating a how to god.

And now you can delegate it. Ask for feedback. That’s exactly what you need to do. That’s step one.

Right? Use the and then how you do that, there’s different ways. Like, you wanna do a video? Sure.

Do a do a video, I’ll be doing it as well. Right? We use videos. We use checklists.

The the best ones were if it’s not too long enough as a video on a checklist. Right?

Just to make sure that there’s, like, your your processes there. But but your job is to is exactly what you said. Your job is to create these.

Create these or hire someone who knows this stuff better than you to create them for you. And then the test is that you can do it. Right?

If if my grandma should be able to sit down and do this.

Right? And then you get to that.

Like, when do you start to bring in people to can help you shortcut. And I think that’s what I keep going back to.

Like, hey, I could Google, I could learn, I could do the work of extracting, but then I think there’s that point at which finding people you trust, obviously, because there are always gonna be sensitive areas of your business.

Yeah. Twenty four years old. He manages a six hundred thousand dollar business by himself.

He when he first started working with me, He has no marketing experience. None.

J r, the I did a seminar on with copy hackers on how to do, AI, write articles guess who who came up with it. He’s in charge of it. Like, these guys, he has zero.

He didn’t even know what marketing was. But, like, he just got he got taught on the systems. Like, you I know these they do amazing work because they’re they follow clear processes to do it. It’s do this, do this, do this, do this, and I manage the process. And I and I define success by outcomes. I don’t care when they work. Complete effects of flexibility to work when they want.

I gauge them by outcomes, and I gauge them by following a proven process. That’s it. And once you create those, then you can delegate anything.

This is proof. This this is, like, I I I don’t know what they’re doing. The agency side, this is a million dollar business. I have no idea what they’re doing.

I I’m not even part of it. Val, this this guy right here, he runs everything. I have no idea what they do. He reports outcomes.

That’s it. And then I’m on our cash flows, and I work on systems.

And the end result is an amazing service for the client because that’s so important. Right? And I focus on client relationships, key client accounts.

I I focus on what matters.

They they work on him in the business. Val’s my integrator. This guy’s a genius. He what he didn’t start like that.

Well, he’s been a genius. He’s not I don’t want he is a genius. But he didn’t have the experience, like, to go into it. He just learned off processes.

Right?

And how did you find these people? I think that’s the other thing too.

Like, how do you build that start with one.

Start with your start Jeremy’s been with me for, like, that’s been with me for fifteen years. He’s been with me for, like, Jeremy’s been with me, like, six. J. R. Was hired because he’s his friend.

You know, start with one person and then build out your start with little things.

Right? Build your hire an assistant, and when you’re hiring your assistant, you just put them under operations. Right? And start with your first how to. Anyways, think think of admin mundane admin tasks that we do every single day. Turn those into a how to guide.

I love that. So where would you recommend going to find that one first person to to start, like, I mean, because I’m thinking back to the previous call.

Where Joanna said, like, hey, if you’re having a hard time building out your content for LinkedIn because whatever that may be, then then hire an RA And I’m like, now I’m going, well, I wanna find that person to start testing the building, the systems, and sort of offloading some of the work that You know, it’s slowing me down because it’s one of the areas that I need to be focused on, but don’t love it. I don’t love doing LinkedIn posts, to be honest.

You can automate that. We can delegate that out a hundred percent, to be honest. Like, I don’t easily like, the the I’ve been burnt a couple times. Like, find it’s not it’s hard to find someone that’s really good that you can trust.

But once you do, I’ve learned, like, you you take care of them. You you you give them, like, training, which is which is the systems, their proven processes, like, Jeremy loves direct response. It’s like he loves learning. Right?

You take care of them, you reward them, you let them make mistakes, and then you just you they stay with you. Right? That’s the biggest thing that I’ve learned.

And how did you find that? Like, where did you, you know, in that process of trying to get that person who starts, let’s say, for eight hours a week?

Jeremy was like, who is it the first one? Vit Vit started on this is like so Vit contributes to the WordPress core. Okay? He started when he was with me. He was twenty two years old. And I think he was, like, I was looking for, like, a freelancer to do some WordPress stuff.

And he was, he was out of the Philippines. He’s been with me for, like, god, fifteen, twenty years. I’m godfather to his kids now, but it was building that relationship and and building them up, building them up, building them up, building them up, building them up, and then just helping them succeed. Right?

You you that’s probably in a nutshell. You help them succeed and and achieve what they want, you give them flexibility and stuff. And and I did that with systems. I wouldn’t be able to do it if I didn’t.

Right? We have a whole thing on WordPress support. We’re launching WP total care. Very soon.

Right? So here’s the board. I gotta make sure they they do all this. So here’s the board.

Here’s the system I’m setting Our goal is a is a hundred thousand active customers, a hundred million annual revenue by two thousand thirty three. That’s a bag. I’m not gonna say we’re doing it, but that’s the goal. And this is a system.

Right? Each of these rocks is a is gonna be a process. Here’s my q my q one rocks This is this is a system, and all of these are my deliverals I’m gonna do. I’m gonna create the website, I’m gonna do the pricing plans, I’m gonna do the services, the plans, And then I’m gonna take this, and I’m gonna delegate it out completely. And then I’ll move on to the next business.

Rints and repeat.

And where did you find the people? Did you find, like, you went to fiverr or Upwork?

Yeah.

Up work, you said, Johnson?

Yeah. Yeah. I’m I’m using it right now to hire someone for the social media side of things.

Yeah. And how are you vetting them in a way that, like, obviously, they get good reviews, etcetera. So I think because it’s I’m I’m on that same camp. I wanna find somebody. I I want I wanna kinda build that rapport quickly because it’s time to find and hired.

Yeah.

I mean, you got, like, you you’re gonna get ten, twenty proposals to your to your job.

And usually, I think it’s fine to just shortlist down to two or three.

And give a test project and just be willing to to spend some money to figure out who’s the best That’s really cool, John.

And can I share can you share a little bit about what you’ve learned out of the process that you’re doing going through right now?

Yeah. Yeah. Sure. Watch out for fake accounts. There’s a ton of fake accounts. It’s kinda crazy.

Watch out for AI generated proposals. They’re really I think they’re quite easy to spot. But if they’re not easy to spot, then at least they’re doing a good job in their, in their prompting.

And yeah, I’m hopping on a, a video call with each of them before I explain the test project just so I can get a vibe from them as well.

And see if see if we’re a good match.

But, then what I’m doing is sending, a loom of me creating a carousel for LinkedIn explaining to them a little bit as I go, and then asking them, giving them a new script and asking them to, to follow that process, and, and see who who who basically does better.

I love it. And a quick question, how you considered the idea of finding somebody who already is the expert in all things LinkedIn or are you looking for somebody who you could train on that?

I think there’s a lot of VA’s now who are have some experience on LinkedIn, and I think it depends a lot on your strategy.

If you’re totally cool with kind of like, just slowly growing the account and and your followers and, and, being too too, overly worried with it at it, then I think you can get by with someone who’s just a decent virtual virtual system. But personally, I think that then you miss out on a lot of the, kind of extraordinary opportunities that can come out of of, the the the networking process of of LinkedIn. So I I still wanna be kind of top level the one who’s responding to comments, the one who’s leaving comments on posts, for the most part, but either the majority of my work on LinkedIn is is in the the designing of the the carousels. And so I I just wanna make sure that that takes up as little time as possible.

Yeah. Yeah.

But I did think about running all of my previous comments through it, like, into a, an AI assistant in playground. And using that to see if it could generate responses that sounded enough like me that I could hand that, that bot over to to a a virtual assistant, and then they could just, respond on my back.

Yeah. It’s interesting.

I looked at Tap Leo, and I I’m not sure if I’m gonna continue with it because I was doing a one month on it, and they do have the ability where somebody where they don’t have direct access in your LinkedIn account, they can potentially write posts and send them to you and then you can review them and then schedule them or It’s Yeah.

I don’t think Tapair is really I don’t it’s okay. It’s it’s but I don’t think it’s great. And I think it would just be better better off, personally, training a virtual assistant to who who gets to understand you, your process, the stuff that you’re interested in, and can become like a, you know, a partner in writing.

Yeah.

What one of the things to do is, like, there’s there’s two types of assistance. Right? There’s, like, what I do is you have it doesn’t once you create your process, a step by step guide, it doesn’t matter who you hire, to be honest. You can as long as the the outcome is there and you teach them how to do that, anyone can do it.

But there’s the other type of hire is to send them a video and say to them, take this video and create a step by step process from that video, and then have them send you the soap.

Right, because ideally you wanna hire someone that is capable of doing that, right, to help you set up these systems and automate.

And you’d be surprised on on it it it seems simple, but it’s not for people to think like that. Right?

That’s worked well. Like, we did that for optimizing WordPress page speed. I sent a video and asked people to to, turn that into a soap. And then we they sent the soap. We paid them, like, a hundred bucks. It and we didn’t have them do all of it, but, like, a couple of pages, and then we we hired based off that. Right?

That’s really interesting.

Yeah. But don’t but I’m I’m like, if you get freelancers and stuff, like, Most of the stuff, like, if you get how to guides, you don’t have to worry about, like, who cares if if they’re freelancers, they’re gonna come and go. Don’t wanna work with you full time, have them. Right?

Or you don’t have them could be outsourcing it. I don’t care as long as they follow the process. It doesn’t matter to me. If you’re gonna hire someone like a virtual assistant and you you wanna mentor them and coach them, Right?

Do what I do and and sort of test them.

Yeah. It’s so interesting because I hear the two sides of Hey, you could put higher than knowledge base of somebody, let’s say, in a specific expertise domain area of LinkedIn.

And you could have them do some work for you then help create SOP for you to follow.

If that is something that they would do.

And then from that expertise, you can learn and do at the same time and create some how to for or yourself.

And then eventually you could hire a VA, you know, to help you keep the longevity of the how to going of LinkedIn posting. I mean, I’m I’m I’m thinking this all out loud as I go because LinkedIn is the bait of my existence.

I do not like it, but Take a course, document the process on it.

There’s there’s your process. And then as long as you achieve the outcome, You good? It’ll change over time, but your VA will, like, like, Jeremy knew nothing about GMB before that. Now he’s an expert.

That changes so fast that overnight, like, anyone who says they know everything about anything is is lying. Like, it’s impossible and just changes so quickly. But that’s where that’s the opportunity. You get them to update the guides, the soaps, whatever you wanna call them.

That’s their responsibility. Right?

Yeah. And if as long as the outcome’s the same, but I a lot of people, that’s the screw up too, is people don’t get clear on what exactly what they want.

Right? As long as you’re clear on the outcome, how you get there can change over time. But but as long as you’re you know exactly what you want and what success looks like, you can figure out how to get there. You can create a process, and then you can document that process. Then you can delegate and automate.

I also wouldn’t be worried about getting it, like, I wouldn’t worry about optimizing that process too much either. Like, it’s such a messy experience, social media, and and growing LinkedIn, and Like, it’s it’s not gonna be, like, it’s it’s it’s never gonna be perfect. And I think what’s most important is just, like, getting the right attitude, getting the right system.

It might be do this though.

Like, here’s the that’s a great question. So here’s the the social media. Right? So you’re whenever you have them do something, you’re linking to the system, and this is a living document.

This how to guide is a living document. So every time he goes in and he optimizes his GMV profile, right, it may be different. And if that’s the case, then he just updates the step. So this is a living, breathing document that’s assigned to him.

So step one, this may not be relevant. In a time. Okay. I’m just gonna update this. I’m gonna update I’ll remove this step. I’ll remove this step, but you’re always working from this document.

Does that make sense?

And that’s that’s the secret. Right? That’s one of the the the ways that you you systemize your business.

I love systems. Yeah. It’s just the how to and what system to start with.

And How about we do one together?

Do you wanna do you and I will work together and we’ll start I will I’m gonna put this together because I wanted to use Joe’s that was relevant because it it is a bit of a mindset and it’s a shift, but I wanted to do this as an example, but I’ll let me work with you on that. Will pick one of the things you’re working on, and then you and I are gonna organize it, and that’s gonna be your very first system.

I love that. And then you know what it’s gonna be? It’s gonna be my email list.

So how let’s break that down. So what is the what is the outcome that you wanna achieve?

Well, I mean, I’m so curious how many latent emails I okay. Yeah. It’s a good question. So first of all, I’m gonna walk through what’s on my mind. What what number of emails do I have that are potential opportunities within my Email accounts.

You’re gonna segment your list.

That’s the first step.

We’ll extract my list first.

You’re gonna extract your list, then you’re gonna segment. Then what’s next?

And I’m gonna segment.

And then I’m gonna Define segment.

What are you segmenting by?

Well, I’m gonna leave that one for a second, but I think what I’m gonna do is I’m gonna check to how clean the list is.

So you’re gonna clean your list first. So that’s the first step.

And then check deliverability somehow. Then I’m probably then gonna segment my list on what criteria?

Maybe, we’ll figure that out as we go and we’ll document it.

Six. So and then six is, okay, taking that list and then setting it up with an email marketing platform.

There you go. Now you have now we’re gonna document that, put a how to, whatever the outcome is, and then it’s a repeatable process. So now you can do it if they ever come across that task again. And that’s an evergreen task, meaning that it’s never gonna change.

The tools may change, but the you’re still had a segment of list inside a segment of whether to use a tag or what it is. Right? And now if you wanted to, you could delegate that to someone and say segment my list, and then I’m gonna send this evergreen campaign from this list, and now you’re gonna have a how to guide on the other you see how it all connects?

Yeah. And I think the question too becomes how do you I’ve always wondered how you take personal emails to your personal inbox and then clean them and make sure you can deliver to them.

We’ll figure that out and we’ll create a we’ll create the anything like that Yeah. Is a process that you that you can do anything. It’s just there’s a process. You gotta figure out how to get that and you gotta document that process. We’ll figure it out and we’ll document it as we go. And we’ll save it, and that’s the first thing that’s gonna be in your system.

I love it. That’s my that’s my project or my system.

Well, it’s it’s one of the piece, and that’s related. So so the the trick, and I think what Joe’s what she wants you to do these daily these daily things because it’s it should be part of your your overarching goal. Like any of these non negotiables need to support a goal.

Yeah. Okay. They they need to, like, the related to the health. Like, you focus on the twenty percent that is gonna help you achieve eighty percent of your goal. We all have a goal to achieve celebrity status. All your non negotiables need to support that.

Right? And they’re gonna be subsets of this.

And that’s the question of where you’re and then I don’t know the to it is like you said. Okay. If I have that email list, how many of them can I actually use? How many can I potentially put into a newsletter or email to drive sub stack? But when I have that email list and I have a clean deliverable I feel like there’s a a sense of, you know, knowing where I’m at because everyone talks about re algorithm could change from a social media perspective, but you always have the bankable, you know, email list that could convert into paying at any time that you choose to do maybe a course or a webinar or etcetera.

So that’s kind of the work But Can I can I give you an opportunity?

Yeah. Talk to Joe about creating a course on how to launch a sub stack newsletter.

There’s there’s opportunities everywhere because that’s what the course is. It’s a detailed step by step how’s you guide. And anyone can figure it there is a process that you need to follow. It will change.

Yes. Technology changes. I get it. But if that happens, it’s little tweaks.

That’s the opportunity.

Right? You just said two systems to me. You said a system on how to segment and clean your email list and a system on how to launch a sub stack newsletter. Yeah.

There’s opportunities for both of those. It’s what you do with them afterwards. And if you don’t document and do what we said, you don’t have those opportunities. Yeah.

You see the difference?

Yeah.

Think system. So do that. I I would do that. Of course, if it’s a good course, you gotta learn how to do it anyways. Correct me if I’m wrong, it’s not gonna do itself.

Yeah. No. That completely reminds me of something I’m working on with a fellow marketer. It’s like, we’re reaching out to some chiropractors and physical therapists, and a lot of them have, like, large lists of people that haven’t come in for, like, an adjustment or, like, just kinda touching base to see whether at, like, mentally wise or health wise.

And one of the things we’re working on is, yeah, learning how to clean their list properly so then we can, a segment to people who haven’t been in, like, six plus months versus people who haven’t been like a year out, you know. So it’s like, obviously, the people that are year out are gonna need a little bit more nurturing and things like, hey, you know, these three reasons are why it’d be great to come in. Here’s a fifty percent offer. Take your first one free, and then we’ll give you what whatever the offer is.

The offer is still being milled over. But that exact same thing is where we’re starting. So it’s like, I’d love to get on with you guys more about, like, the the scrubbing and the email things like that because that’s, like, one of my main focuses for sure.

And one of you need you need process. I’ll tell you why. Because in Canada, you have to segment if they haven’t contacted you within two years, you can’t email them. Oh.

But you need a process that that’s why you document it. Right? And it and you in it the outcome is to send okay. Let’s talk about the outcome.

Your outcome isn’t to is to segment and clean an email list. Your outcome is to send a segment and keep clean an email list in Canada or you could have three different soaps depending in there’s Europe, there’s a different process.

In Canada, there’s a different process, the US has a double opt in. It’s implied consent.

You have to have these processes. You have to document it because you’re gonna get in trouble down. You can get sued for that. Right.

If you don’t have a process, what are you gonna do?

And nobody has it ask anyone. Hey, do you have a process on, like, sending an email list in Canada? I do. They don’t. So what you’re sending you mean you’re emailing people? You know, you’re not following a process?

Now we’re just going in swinging, man.

That’s and that’s what people do. They figured out as they go, which is good, but you don’t they’re not documenting it, and they’re not saving it.

They’re doing themselves in justice because they’re missing out on an opportunity. Each of these is an opportunity. Every single one of them.

Yeah. And it’s so true. No. And where are you based?

I’m in Oregon, North America.

Yeah. And that’s the I think doesn’t Canada have double opt in too?

No. You have to it’s over it is, but it no. No. It doesn’t have double opt in here.

It’s, like, over two years. If they haven’t taken any action or contacted you, you can’t email them. And then they used to have implied consent, but it’s only implied consent if they schedule the the console. Like, if you and that doesn’t involve text.

There’s a whole different set of rules for texting. Just because you schedule a console doesn’t mean I can you. I can email you. That’s implied consent.

Text is double opt in. And it has to be within a certain, like, there’s certain rules. You gotta document that. Right?

Right. I love that idea of, like, you do. We do. Like, there was a really good realtor in, when I was working in real estate, she would train her team and she had crazy systems like that and want her very first system, which is you do, we do, then they do. So it’s like build that system out, do it a little bit together, and then they’re just fully on their own, which it sounds like exactly what you’ve you’ve done, Shane.

You need to. And if you don’t if you wanna start hiring VA’s and delegating and stuff, you need to systems. You need to literally have your business run on how tos.

And then and then you’re not managing you’re setting them up, but then you’re the person that you’re hiring to manage these, you put it in their job description that they’re responsible for maintaining these. Right? And just by the nature of doing it, and literally they work from these when they do the task. Like, they have this open, and they’re like, check, check, check, check, check.

And as it changes, they’re updating it as they go. So it’s always it’s always a living document. Right?

I set up any evergreen funnel. Step one. Check. Check check check check check. Oh, this worked.

I’m gonna update this. Right? I’m gonna do this. Love that.

Yeah. This isn’t working very good. This is killing it. So let’s just replace this with that.

So You got it. And now it’s a living document that was always there, and then it’s like, and that’s this is a course. I could easily turn this into a course. I could easily turn this into, a a bunch. I could do so much with this. Right?

Yeah.

It’s funny how it’s still, like, reminiscent of, like, building out pillar content, if we build out like a newsletter, then you can sort of repurpose a portion of that as a blog or as a YouTube short or or as whatever it is, but there’s the same similar methodology with the system going into a course or if you have a process, yeah. If you have the process.

Right.

If if you treat each one as a system and a how to, absolutely, you can. And that and that’s where you have the opportunities. Like, it’s and then eventually you can do what other people do. Like, they’ll hire other people to build the systems for them, which is, of course, Right?

The you hire someone to build a course. You’re hiring them to build a system. Same thing. You’re just gonna sell that course.

You can turn it into a product if you really wanted to, but you’re gonna have them document the whole step, a to z. Because that’s gonna be the course.

Make sense?

Yeah. Totally. Love that way of thinking about it too, for sure. Definitely some mind opening stuff there?

It is a my I know it’s a shift and I was trying to, like, I was trying to figure out, like, what’s the best way to do it.

And I think another way is my like, I’ll work with you manique, and we’ll we’ll start building out your system step by step.

Starting with what you’re working on, and we’ll use this as a plan. And then that’s gonna help people sort registered as well. Okay?

Yeah. This is great.

Did it make sense that it came across? Like, I was hoping I was I was struggling like, how can I explain this? Like, I was trying to get across, like, because I know it’s a bit of a mind bend when you something versus a system versus like a plan versus a marketing plan. It’s a subtle difference, but it’s a big one.

Well, and I think it’s even discovering within the how to guide that there are going to be areas where And I keep going back when somebody asks you, like, oh, how did you do that within the obvious thoughts, odds of where you’re doing something?

Then that becomes another how to guide as well. Right? Because that expert curse, you start to forget where your knowledge is is just automatic. And then the other moments where you have people say, oh, how’d you do that? Then that becomes the chain, you know, and and it’s sort of like embedding those in places that, essentially, it starts with an idea. Like, my idea is I’d like to get an email list for what personal contacts and start the process of cleaning them and segmenting them and then selecting the right service, email marketing platform, because quite honestly, there’s so many of them. It’s they’re so expensive if you don’t pick the right one, and it’s super confusing.

And I feel like the process of even selecting an e email marketing platform is, of course, in itself, Yeah.

What’s the last Nolan, what’s the last deliverable you just did with the client?

We were working on a It was a marketing business who markets to cash based physical therapist, which I didn’t even know was a thing. So their thing is, like, in ninety days or less, we’ll get you thirty k of revenue where we work with you for free.

And, yeah, that’s what’s Well, what did you create for them?

Like, you created a website? Yeah. So if if I asked you to hand me a step by step how to guide, could you do it? No. That’s that’s the missed opportunity. Exactly.

What you just told me I didn’t document it.

Exactly. Now it will.

Next time, you better believe I’m gonna be recording.

That’s huge. Yeah.

Exactly. If you do it anyways, people do it anyways, but they have a project mindset. There’s a start and an end date. Wow. That’s not the way to look at it.

It’s like, no. There’s a bridge or whatever the house, whatever you wanna build metaphorically. We’re coming back into it, you know.

You got it. Bill that. You got it.

That’s I don’t know why.

Maybe it’s because I watched Lord of the Rings recently. I keep picturing, like, this medieval, like, three foot long river in, like, this whole family jumping over, jumping over to get to their house every time. But it’s like, no. Just build the bridge or the bakery or whatever this system is because it’s gonna be repeatable scalable regardless if they’re infants that can’t jump it, elderly people. Like, it just needs to be easy, reputable, and scalable. Exactly.

Yeah. And you’re doing it anyways. You’re you’re you’re you did that anyways. All you had to do was instead of that project plan, just work, and it’s so much easier. You have a page.

I just don’t build the bridge. I jumped over the river, like, oh, there’s not gonna jump back. Yeah.

Yeah. No. And it would be so interesting if you could do a Loom video pretending that you started from beginning knowing what you know and just do what you did on my video.

As you go, you’re moving somewhere. What you and I just did? Same thing. You’re moving stuff around.

You’re like, start, and it’s a living document. You just link to that living document and you book time to work on it. That’s it. Right.

You you’re struck, and that’s your daily non negotiable. I’m gonna spend one hour a day working on my email list.

And then you’re gonna wait two minutes.

After this call, but, like, what did I do since I’m still kind of working on it? So it’s still very fresh. Obviously, had I been doing it as I was doing it? That’s ideal. You know?

Exactly. And then your documents Right.

Then in there, and you’re like, oh, this kinda suck. Oh, this worked really well. Now I’m kinda like, Did that work well? Did I go back? You know? Yeah.

Well, and then you could take the transcript of you talking through the video and turn it give it to chat GBT and say, turn into a step by step process.

I got it. You got it. Now you’re thinking. Record yourself. I do that with little mundane task. And I and I transcribe it and I turn it into because you never know.

Right? Yeah. You never know. And before you know it, you’ll have hundreds of little how to’s in their evergreen. They are never gonna change. The process is always the same.

And then you step back.

That’s my goal. I’ve gotta learn how to do this.

Well, we’re gonna I’m gonna work with you on it.

I’m gonna work with you on we’re gonna you and I will spend some time and we’ll work on the the pro because it just so to reinforce it. And we’ll start building out the first thing is to build out your knowledge base. Right? Have those three folders, operations, your finance admin, and then your sales and marketing. The the the operations or the sales and marketing and the finance admin, those are your core functions. Those support your operations, and your operations is delivering the service.

Yeah.

Right? Then make those distinction, and then you’re good. And this create how to guys each of them and then you’re golden.

How to invoice a client, how to there’s a process for that. Right?

Oh my god. How to build proposals?

Bingo.

And then you can you can outsource that and delegate. Here’s how to build a proposal? Okay. Let’s let’s think like a system Okay? Let’s let’s do a discovery call with the client. Let’s create a story framework.

Let’s ask those questions in the same steps as the story framework. Let’s take that, transcribe it, and then let’s you see what we’re doing. We’re creating a process.

Yeah. I know.

I just had it And then let’s send it to design.

I just had this whole conversation with, people who, you know, are trying to negotiate payment terms, for example, and have the conversation about, you know, you’ve gotta put in and I’ve told them, like, you’ve gotta make sure that you put on the interest if it’s, you know, so that If they don’t pay, you’re not getting mad, accounting them. The the reality is is, you know, it’s passive income until you get paid. Now granted you wanna get paid the full amount, Like, I never thought about that, but there’s all these nuggets that are in us that, you know, are able, you know, to be shared.

Like you said, even on a invoice. Like, what are the key things about an invoice that are gonna protect you, for example?

Ask anyone in the group, hey, sending a proposal. Can anyone send me their step by step process and how they do it?

Yeah. It’s all in their head. Yep. Right. And that’s a missed opportunity.

Yep. And then that means okay. They may function in their head. But they can’t they can’t delegate it. They can’t automate it, and that’s the trap. Because once you get in the trap, you’re working on the in the business.

And if you’re working on it in the business, you’re screwed. You’re gonna it’s gonna lean to burn out.

You’re gonna There’s gonna be so many hours in the day, you know.

Exactly. You got it.

But ironically no one has I need a system for my client outreach because it’s definitely in my head, and I gamify in a Excel spreadsheet, but I need to just have it systemized.

Like, Yeah.

Oh, yeah. I would know and I would definitely, hey, we can cheat. We could be like, this is my how to guy. I’ll change it. It becomes a exchange retailers out to you guys.

For sure. Yeah. No. And it’s fun because you can kinda gamified, like, all my conversion rate sucks with this kind of business, or it’s like my I need to work on this portion of it and you can kinda see I can see that being implemented in the system and being like, okay. This sucks. We’re gonna scrap it or consistently trying to hone in on it and just make it more.

Even ask if you ask anyone in the group, like, your social media say, well, does anyone, like, post on social media? Yeah. I do. And then ask for the step by step how to guide.

They won’t be able to give it to you. And the missed opportunity is that you can delegate that stuff. Well, no. I’m not gonna do.

I’m looking for a VA, but you’re looking for a VA. You don’t have the process yet. Build the process and then hire your VA, and then now you have something to gauge the success by whether they’re they’re doing a good job or not because you have a proven process.

Yeah. It’s all about that for sure.

Yeah. It’s simple. So okay. I’m glad you guys, like, it’s I was trying to okay. It it is helpful. It it came across. Okay.

Very, very well spoken.

I think Yeah.

I’ll work with you, Monica, Monique. Sorry. We’ll we’ll we’ll work together, buddy. Do you want Nolan, I can work with you too, buddy. If you wanna, like, work on some.

I would love that for sure.

And we can both start with the with the authority plan.

Like, just looking at that, and we’ll start with one of the deliverables.

Like, what do you What’s the first thing that you’re working on, Nolan, for your authority plan?

For me right now, it’s like my productized services because I have a couple clients that I’ve worked with in the past, and they’re like, was trying to negotiate, and I know everyone wants to pay down here to get up here. So it’s just like I just wanna have my services out there and like, this is what it is. If you want it, great. If not, I don’t I don’t really like to negotiate things like that. It’s, like, I feel like they disrespect my business at that point in time, and it’s, like, I don’t really wanna not that I don’t wanna work with them, but it’s just like, I would prefer just being, like, This is the price set in stone, and that’s it. Okay.

So the outcome is, let’s use a framework. Right? The outcome is that you wanna productize a service in your in your company Correct?

Right.

Now to get to that point, the very first step that we’re gonna need to do is you need to look at the services within the past couple of years that you’ve delivered and you wanna focus on the twenty percent of services that generated eighty percent on your your revenue, the high ticket stuff, okay, or the stuff that you’re frequently delivering.

That’s the first step. Then once you know that, you can identify the product that you’re actually gonna productize.

Then the second step is that the actual process to productize that service, and it just so happens, Joanna has a really cool course on that. That’s your process. And at the end of it, you take that how to manual and you productize another service. Then you can’t dispute.

Course is that?

I I don’t know if it’s launched yet.

Ryan’s doing it right now.

Sorry. Is it right? Yeah. I think he’s I think he’s doing it right, but that’s what he’s doing.

Oh, the productized service one.

Yeah. The productized service.

That’s Oh, yeah.

Good call.

That’s your how to guide.

And we can we can build that out and then document it. But then we’re also gonna have to get into let’s let’s look at something else you’re gonna have to automate. When part of automating your creating product high service is finalizing your sales funnel.

You’re gonna have to create a sales pipeline. You’re gonna have to do your marketing funnel.

Those are systems you’re gonna have to create.

Right.

You might you have to document them. Right? And then you save those to your knowledge base. Now you have four different how to guides So as simple as that.

So open up a Google doc, literally name it how to, and then link to it from your the plan that Joe has, the authority plan.

Are you working on that now?

Is that when it’s due this quarter?

I believe so. Yeah.

Is it? So put it here. Literally do this, buddy. You do this as, like, literally do this. It’s so, like, don’t over complicate it.

So say it’s in the shop.

Literally do this. How to productize, you know, a service, and then link to the how to document, and then you just and then that opens up and then just work from it. That’s your perfect plan. Figure out as you go.

I’m literally doing that after this, call.

You see how simple that is?

And people do, like, hand charts and you wanna sit on the email one, because I would love productized services the next thing to do.

Honestly, like, I feel like once I have a productized service, and that email base, they kinda are together starting point.

That’d be the only one without the other. Right? You’ll need the you can’t do one to figure it out. Yeah. Exactly.

Yep.

So I’d know, and I’d happily go in, like, if we wanna sit together and do the email and then prioritize service, that would be to really great how to guys, I think, to get me going.

Share the plan. You guys share this with me both of you and then and then figure out the trick is in each quarter.

This right here is a process. You can’t do what are you gonna do in q one? What are you gonna do in q two? In q one, you’re gonna productize a service.

What you’re really saying is you’re gonna create a step by step process to productize the service. And the end of it, you’re gonna have your process documented. What are we gonna do in q two? Well, you’re gonna sell and market that.

Right? That’s and that’s what Jill’s trying to to teach you guys, right, each to look at it that way.

Right. And then don’t link, and you’re oh, it’s so simplifying it, guys.

Like Right.

It’s literally just breaking it down to very first principles, like engineering stuff. I love that.

Bingo. And not only that, buddy. Think about it. All you’re doing don’t get caught up on, like, these stupid task management stuff. Like, people time block individual tasks, that’s mind numbing. No.

Just block out time to work on your authority status, link to your the authority on it, and then just work from your online document. Pick up where you left off.

Exactly. You see how long that is. So easy to follow, and that just makes perfect sense honestly.

Exactly. And that and that’s the way to do everything in your business.

And It’s always so over complicated, but there’s this.

There’s this. And it’s like, man, there’s so many opportunities, but it’s, like, really just systemize it, and there won’t be as many opportunities, you know, hone in on what matters, you know.

Exactly. And your project plan is a how to guide. That’s it.

Yeah.

I mean, I’d love to have one productized service by the end of January that I could send you an you know, email list in on social media and just say, here it is to your point, and all I’m like I can help you.

If you want to do the productized service, we we have about ten, fifteen productized service.

As we’ve launched. We make one service makes about a hundred k, a year. So I can help you guys with that step by step because part of the process is you’re gonna have to you you you’re gonna have to have a system to to market it to sell it than deliver the service as well. Right? But that’s easy. That’s just con that’s just can ban. It’s to do doing done, and then you but you automate it, that what you’re gonna need is part of your process that you’re gonna have is like a client discovery, but you’re gonna automate that.

Right? And that’s gonna give you everything you need to build it. And then at the end, the trick with a productized service is not to do it, just to automate it and delegate it.

Right? Your job is to build the system not to not to do the work. Right.

I feel it.

That’s if you wanna scale.

I feel like if we do one productized service to three of us altogether from beginning to end as you describe it, Shane, I would, like, have a massive unlock.

You guys wanna if you guys wanna pick a service, the productized service, I will help you guys. I promise you guys in three months, will you’ll have a fully productized service. I’ll even do to help you guys. I don’t mind.

Like, I I’m all of it win win, like, succeeding in life. I’d like to help people is I will my agency will do the the this stuff. Like, we’ll we’ll code it for you. We’ll do all that stuff.

Right? I’ll I’ll walk you guys through the what we just did on building the system. The end goal will have a complete system on how to launch a productized service.

The stuff like the landing pages and all that stuff my agency will take care of will use WordPress.

We’ll we’ll we’ll do that for you. And in the end of three months, you will literally have a productized service you can give to the students and say, well, I’m gonna I’m gonna start making money from this.

Oh my gosh. That’s it.

But it’s easy, though, guys. It’s but it’s it’s it’s possible and it’s easy as long as you approach it as a how to guide.

Right? Right.

So it’s That’s the productized service.

That’s it.

Yeah. Without those systems, it’s just so overwhelming because there’s so many moving pieces. And there doesn’t need to be that many moving pieces. I know.

Focus on the twenty percent that is gonna achieve eighty percent of your results. That’s it.

I’m not sure if that is yet, but I’m willing to get jump on in So what would be what would be the next meeting type?

Like, where Nolan and I could no.

Are you What would you can send me your authority plans, but send me those authority plans.

I’ll bookmark them. I’m gonna create a system. I’m gonna I’m gonna do what I’m doing. I’m gonna I live this stuff.

Seventy authority plans, I’m gonna create a system to help you guys launch product high service. Okay? Then we’re gonna work from that and and then I’ll show you how the first step is we have to define, okay, we know what the outcome is, and we know what you guys wanna achieve celebrity status. You’ve chosen your one thing.

Then once that’s done, we’re gonna start if you wanna start with a product size service, that’s fine. We’re gonna schedule it out.

And we’re not we’re not gonna get caught up where it’s like, In q one, I’m gonna do this phase. In q two, I’m gonna do this phase. No. We’re gonna say, by the end of q two, we’re gonna have a fully productized service. You’re gonna link to a how to check mark list. That’s it. And we’re gonna figure it as we go.

Easy, peasy. Right.

Love that out. It’s just like simple reverse engineer. Like, what do we want? Okay. Let’s just work a little bit backwards straight lines for That’s it, man. Not branching out over here. We’re not branching out over there.

Think about it two calendars. Like, I’m a bit of geek with time management, about how, like, mind numbing that is when people, like, actually time block specific tasks. That’s insane.

Rate time block outcomes.

Just set aside time. Everyone, well, what is my one thing that I should be working on? My my non negotiable?

What they’re really saying is I’m not clear on on the outcome that I want. I’m not clear on my goals because if you don’t know the outcome or the goal, you can’t you don’t know the process to get there, and that that’s what they’re confused about. Right? That’s the issue.

Right? And then when you block, you time block, you just focus on progress. Today, I’m gonna work on my authority site. I’m gonna open up the how to document, and I’m just gonna pick up where I left off and move to the next step. And then I promise you in three months, you’re gonna have something really good.

Awesome. Love that.

Alright, guys?

Okay. Is it the but it made sense. Everyone, any last questions before we go, I know we always stay longer than it’s, any other any other questions on that?

No. I think it’s just letting it all sync sync in.

Yeah. Let it sync in, and I and it’s gonna really sync in when we do it together and also give everyone else examples of it, including, like, how to set up the knowledge base because you’re really setting up your system on how to run your business. Right?

As well. And we make a here’s another tip. When you’re creating your product type service, you’re gonna need to invoice clients. You’re gonna wanna automate you’re gonna need a you’re gonna need a how to guide on how to invoice clients.

Right. And see how it connects? And before you know it, you have, like, from that one productized service, you’re gonna have twenty different how to guides in each different department that night you can automate or delegate.

Well, I do have a business.

Exactly. Now you’re systemizing your business. Exactly. And that’s the mindset to have. Right?

Right.

It’s a big it’s a subtle one, man, but it’s it’s a big one. Right?

Well, and one of the things that I’ve really been thinking about that Joanna had said is that you don’t actually need a website. You just need a landing page, which is can be within Stripe.

And I was like, that’s a bit of a I don’t even have a website, guys.

Yeah. You don’t even need a website. No.

And this There’s different ways.

And that’s a lot a lot of where I’ve been hung up on my business is the fact that I don’t have a website up.

And I’ve sort of It depends on your strategy.

You don’t need a website.

It depends on I know.

And I think that is in itself a how to guide. Like, by the way, you don’t need a website to have a very profitable business. And here’s how you can have a landing page and a place where you create these services. Like, I think that’s that how to guide is a value alone.

Well, the the the how to guide on that is it’s a it’s so that there is a there is a guy. That’s what we did as partner Right? So we have agency partners we work with, where they white label all of our our work. Right? So we’re doing the work. And but their clients don’t know it, but the work we’re doing is product sized and delegated out.

So I don’t we don’t have a website because I don’t need to because we always have business coming in. And then the the services are all productized, systemized, and then it allows me to do like, I have a lot of time on my hands because it’s I can.

Right? I have two kids, but it’s but it’s building the system to get up to that. Right?

That’s the secret. That’s that there’s a whole that’s that’s what you do. Right? Right?

Definitely working a lot smarter than harder, but like you said, it wasn’t like you couldn’t just flip a switch on it, like, work smarter.

You had to work hard to learn and fail from and no one thinks like this guys trust me.

Nobody thinks systems. That’s why there’s such burnout. That’s why people get, like, frustrated. That’s why everyone’s saying Don’t do agency work.

Don’t do agency work. But you hear Joe say, yeah, do agency work. There’s a lot of money to be made. What she’s really saying is system Like, she’s she you don’t think she has.

It doesn’t have a a clear cut system and processes in place to deliver? You bet she does.

Right.

Right? And that’s what she’s really but people will start an agency, but they won’t think they don’t even have their services productized. That’s crazy.

I feel like that’s you gotta set that up early for your Exactly.

You don’t need custom work, you you just need to solve problems.

Right. Right. This is it. Either you want it or you don’t. If not, there’s thirty million businesses in just the US alone.

So Well, yeah, but the beauty of it is you don’t you don’t need to tell they don’t need to they’re they’re getting an amazing product and because it’s a systemized and you’re you’re ensuring consistent results.

They’re actually getting a better product than this custom stuff. Right? But you don’t have to sell it as that. Right?

Like, when we deal with the clients, we’ll we’ll charge, like, say, like, twenty grand for a website. It’s a proven system that we use. We use ADA framework. You don’t think it’s a step by step process.

They it’s custom, but it’s not. Right? Yeah. That’s the key. That’s the trick. But if you don’t think like that and you start an agency, you’re done.

You’re burnt out. I’ve been there. Trust me. You don’t wanna go there. It’s depressing. I I had depression because of It’s, like, this is years and years ago.

You don’t wanna you don’t wanna go, man. This stuff works. I have a clinic in Los Angeles. I have rental properties an agency, multiple productized services going on, kids, and it’s all systemized, right?

That I’m not I’m not like it’s genius. It’s just just create systems and figure it out.

I’m so excited.

I feel like this is so stuff.

Yeah. I’m I’m really, like, I guess now it’s a question of I’ll send you my authority. I’ll update it.

Then maybe authority site guys, both of you, please, and then we’ll work through it. And then let’s let’s both of us aim the three of us. Each of you guys will have a productized service.

Let’s say you wanna do three months from now this quarter. You wanna do the business quarter?

I would love to do is end of January, like unrealistic?

No. This is we’re talking end of no. No. You can’t. It’s not you wanna So a good rule of thumb is every three months.

So a good rule of thumb is take it deliverable, and and focus on completing that within the ninety days. So then it’s like there’s twelve week here. You have four quarters. It’s a lot of work.

You’ll get a lot done. Trust me. So during q one, you focus on your if that’s what you need to focus on first, I don’t know what you guys do. Like, it may be if that’s what you guys wanna do within q one, that’s gonna help you achieve your status.

Then do that. Right? But your goal is to have that done by q one.

Yeah. Revenue for me is number one before status at this point. Like, I can link I can do LinkedIn. I can build my book, but I feel like, you know, and some of the newsletters, but I honestly feel like the revenue and scaling part of it is the safety net.

If that if that’s the focus on it, like, it then then that’s the how you get there, the process is gonna be different. Like you said, we talked about that, remember. For you, it’s about maintaining cash flow. Other people, it’s not. The process is gonna be different how you achieve that outcome.

Yeah. But we’re gonna work on that. And if that’s what it is, sure, let’s aim for q one, both of you will have a productized service, and then we can start, driving traffic to it. And selling it. Right? So we’ll have to think you’re gonna have to hire a VA. You may have to do it yourself originally.

But you have a VA and then we’ll use my agency, I’ll help. Hey. Let’s I’ll work with you guys on that. We’ll we’ll get you guys what you need on that, and then we’ll have some fun.

Epic. I appreciate that, man.

No. No worries, man. It’s it’s, it’s, it’s, it’s fun when you think about it, man. I get, I get good with this stuff, but it’s, It’s, I love anyways, it’s, we’re good. Any any questions before we go, guys?

I know we’re over Above and beyond everything answered for me.

I know. I just want to say above and beyond. And I think the only thing is if there’s a book that you recommend or something you recommend to just, like, read, or listen to, I would take that in between now and the next time we connect, I guess.

On systems, like sort of creating, it’s it’s not there’s a yeah. There’s a couple I’d recommend. Like, it’s, like, kind of the same approach.

But just remember the the the just focus on, like, Anything you look at you’re about to do doesn’t matter what it is. You’re gonna wash your hands. Okay. What’s the outcome? Clean hands. What’s the process?

Rinse with soap, lather up with soap, rinse my hands, towel. Okay. Now you have a system. You have approvable and approach everything like that. Right.

Making a cup of tea. We’ll put the water on first, then you pour the tea into the ball, then you pour the ball. Yeah. Exactly.

You got it in one turn. You got it.

Maybe that’s the work.

Is this, like, going through the next few days of, like, what’s the outcome? What the in the process is the how to guide?

Bingo, and that’s your project plan. That’s all you’re working from.

Yeah. Yeah.

And then when you you book time out on your calendar and you link to the how to guide and you pick up where you left off. Easy piece. Yeah. You do anything.

Trust me. That that’s, like, over time management is the most, like, overrated thing in the world. Just Like, just block time and work on it. Don’t give yourself deadlines.

Your deadline is q is q one. You’ll reach it. Trust me.

You don’t need to give yourself milestones and all this crap. You’ll get there. Awesome.

I love it. Okay.

Alright, guys.

I’m gonna go make yourself a cup of tea, and it’s gonna be a mint tea that’s hot.

And and have a sheet of paper beside you and think steps. Step one. Right. Step two. Step three. Yeah. And then put that beside it, and then you could say to your children, Go make mom a cup of tea.

Right.

That’s unfortunate.

You got love it.

Exactly. And now you get the perfect moments exactly the way you like it. Right?

Love it. Alright.

I’ll talk to you guys.

Transcript

What we’re gonna cover today is is systemizing your business. And there’s there’s two approaches to any project or way of or so, oh, sorry, of any task or project that you wanna do. There’s a there’s a product way and then there’s a system way. And what I’m gonna do today is cover both.

Starting with project thinking. So, you know, this is from the project management Institute. So a project is a temporary endeavor specific start and end date. It produces a unique result in service.

It’s a set of structured tasks, activities, deliverables, executed to achieve a desired outcome. That’s the official definition of a project.

Definition of a system is an organized and structured process designed to be repeatable, de delegatable.

Say the word, potentially automated facilitating consistent and scalable results. So the beauty of a a project in a system, if if you if you really look at that closely, they both achieve an outcome.

Whether you take a project approach or a system approach, they’re both gonna achieve the same outcome, but with a systemized approach, there’s an added benefit of it’s repeatable.

You can delegate it. You can scale, and more importantly, it’s also consistent. So keep that in mind as I as I go through the, the presentation with you. Projects and system both achieve the same outcome.

It’s just the approach that you take, when you’re you’re trying to achieve that outcome. Okay? So, if you look at your business or any business that you’re starting freelancing, truthfully, it’s just a system that runs off of processes and procedures. So it’s systems within systems, and we’ll cover more of this as we go through, but that’s all it is.

We’re gonna go through, an example project. So I’m gonna I’m using two projects. One is cleaning a bathroom. Another one is cleaning, sorry, cooking, Thanksgiving dinner, then we’re gonna approach, a marketing plan as a system versus a project, and I’ll show you how we use this in our agency to productize. And then we’re gonna approach the authority plan that we’re working on now as a system instead of a project and sort of how it all comes together. Okay?

So if we’re approaching clean the bathroom as a project, we’re gonna create a typical gantt chart. That’s that’s one way that you can you can organize it. You break down the tasks, you you set a time, and then you you work on each task.

Another way to do it is, an action plan.

To clean the bathroom. It’s you start with your smart goal, you break it down, you decide on your action steps, you assign who’s responsible, and then you work on each one at a time. This is a little closer to a system, but it’s still project thinking. Okay?

Here’s another example of cleaning room. This is a a a con bond board. You have your to do doing review done. Each item under to do is a task that to complete it. So that’s project thinking.

Here’s another example of project thinking with cleaning the bathroom. This is a work breakdown structure You start with the high level deliverables, and then you break down each task, and then you work on one at a time. So that’s that’s project thinking. Now what we’re gonna do is we’re gonna approach cleaning a bathroom as a system, and the difference is subtle, but it it’s an important one. So A system has three components. There’s an outcome.

So the first step is you define the outcome. The second, there’s a process. So you outline the process, And then the third is you create procedures for each step in the process. That’s that’s how you make a system.

So we’ll go through this now. Here’s a little formula that you can use to help create your systems. If I process, then I’ll I will have successfully outcome. So let’s apply that to the bathroom.

If I clean the sink, the floor, the bathtub, the toilet walls, then I will have successfully cleaned the bathroom. So you have your process, you have your outcome.

Here’s a another example, a system on how to clean the bathroom. So the outcome is clean the bathroom. The process is you start to put the sink, the floor, the bathtub, the toilet, the walls. Now the difference now is that for each cleaning the sink, cleaning the floor, you have a procedure.

So now you have a how to clean the sink, how to clean the floor, how to clean the bathtub, how to clean the toilet, how to clean the walls and combined, you have a nice system that I can delegate to my son, which is how to clean the bathroom. I give him this instruction manual, he knows exactly what to do. It’s consistent. It’s predictable.

It’s scalable. That’s the difference between a system and a project.

Another we’ll give you an example is if I have a project, if I have a process, then I will successfully outcome is the formula, If I create a guest list, select a turkey, do the grocery shopping, cook the turkey, set the table, then I will have successfully hosted a Thanksgiving meal for my family.

Let’s approach this at a system, a system on how to host a Thanksgiving meal. So the outcome is host a Thanksgiving meal. The process is guest list, menu, groceries, turkey, table, but the difference is now we have how to guides, or you call them soaps or whatever whatever you wanna call them on how to create a guest list, to create a menu, how to, purchase groceries, how to cook a turkey, how to set a table, and that’s a system that now you can delegate to AI.

Same thing, which is actually, a thing right now, by the way. I don’t know if you guys saw this or not, but there’s a a robot that’s coming out right now that’ll actually cook you meals, which is really bizarre. Elon Musk just announced it. So that’s the difference between the oh, sorry. Go through here.

Oh, sorry. Where are we here?

Okay. So let’s let’s approach, a marketing plan as a system instead of a project. So this is an example of, a marketing plan that we implement for clients. We have a couple of key clients and every every client that we get, we we start, of course, with a a marketing plan and we break it down into different phases and then we sign a different deliverable.

Now if we took this as a project approach, what we would do is we come up with the the project plan, we create a gantt chart, We go through the gantt chart, but we’re gonna approach this as a system approach. Okay? So the first step, what we wanna do, and act actually gonna go through it with you right here, This is a live, setup of the actual client account that I’m showing you right now. This is a trello board. If you click through, you’re gonna see here the marketing plan, which I just showed you pulled up.

Now this isn’t a marketing plan, this is a marketing system, and we’re gonna apply that formula that I just showed you guys. So the goal, our goal is twenty five hundred patients. Okay? The process is the avatar, the USB, the GMB, and then the procedure If you click on this is now gonna be if you open it up, is gonna be a how to guide an optimized to optimize a a GMB profile. So open you up right now.

And these are all the steps from a to z, including a video, what to do, and it’s just a checklist. Okay? So that’s an example on how we and we do with this with all our clients. You can see that anything that’s done If you open it up, it links to a process.

Alright? And it’s part of a plan or a system. In this case, it’s the it’s the the marketing plan itself. Okay?

Does that make sense, everybody?

Yeah. No. Okay. Kids, we’re good.

Let’s do let’s approach, Joe’s building a an authority plan as a system versus a project. Okay?

You can approach this like a lot of people would is they would they would take this and they would say, okay, I’m gonna create a gantt chart. I’m gonna do this. I’m gonna do this. If you approach it as a system, then it’s the same thing.

You know, your goal is to it’s a process to achieve celebrity status. So I’m just giving a couple examples is I’m gonna develop my USB. I’m gonna launch a sub stack newsletter. I’m gonna start a podcast, then I will successfully achieve celebrity status in my one thing.

So that’s the outcome. This is the outcome where Joe has here. The process is just here. It’s you’re putting these into the steps and the procedure One of the things that I have here is a a evergreen funnel. So if I click on the evergreen funnel, that is literally a procedure, a soap, whatever you wanna call it, it’s a step by step guide that I can, delegate or automate at some point in the future. I just wait it opens up.

And it goes into detail on all the steps that you’re kinda like building down. Now this is, this is an example of a system. I wanna show how this kinda works, how we use it, sort of how it all comes together. So here is here is the the structure in an example, say, if you had a company, you have your finances in admin, you have your operations department, you have your sales and marketing department, and then each of these is a how to guide.

Okay? Now this right here is how to build an authority and achieve his celebrity status. That is Joe’s plan right here. Okay?

So this is your your system within the system, but if you scroll down, here’s your process, which is I’m gonna develop the USB. I’m gonna create the signature. Here, I’m gonna launch the substack, and each, step in the process is just a how to guide. Linking back to the Evergreen phonologist I showed you.

So that’s kinda how the business runs. Each of these is a system that then links to either a process or another system. And the advantage of that is I’ll show you how we we kinda comes together another opportunity. So here’s here’s a an example of, a process turned in a productized service.

So we have a system on how to launch an authority site. Okay?

That system within that is a process within the system because one of the steps that you need to do is you need to do an SEO audit Okay?

That we turned into a productized service, which we do for clients.

So you’re gonna see when you when you build out your systems within or you’d have a process, you can turn a system into a course.

An example would be Joe. You have a course on, guest posting and blogs. Correct? Yep.

Okay. So that would be how can we relate that? So if we approach this as a system, it it I would change this and say, I’m gonna guest post, which, of course, is in line with what, Joe suggests you do, then I’m gonna add that as a process. And now I’m gonna create a guide on how to do a guest post.

And I’m gonna document that guide inside of my system So now it’s repeatable.

And I can delegate that. I can automate it.

And I’m not gonna sit there and say, oh, how do I start? I’m not starting from scratch. But the advantage is now I can turn it into a course, which Joe just did. And on top of that, I can also turn it into a productized service if I want to. So the subtle, it is it’s a subtle difference, but in a nutshell it boils down to when you do approach something, make sure that your you’re approaching it as a system, not the project, with the key difference being instead of a project plan, create a guide or if you wanna hate calling it a soap, but an instruction manual that teaches someone the exact step by step process and how to how to do it.

And I’ll show you how what I would do in my in, in calendar right now. So here’s my calendar right now.

Say, and I’ll this is how, sorry, you’re I don’t do theme. I do time blocking. Right? So building a system, one of the goals is you wanna build on your authority status. So what I would do is, okay, that’s a system. I would block out time to do that. I would link to the system I’m creating, which is which is just a it’s a how to guide for now.

And then during that block of time, all I would do is work on the first step work on that system, which is what what I’m talking about, and that’s going through each step. So let’s say I was working on my Evergreen funnel, This way while it load while it loads.

As I’m working on my evergreen funnel, I would be turning that into a how to guide at the same time.

Right? Does that make sense? I’m not just I’m not just doing it, but I’m documenting each step of the process for that step within the system.

And by taking that approach, at the end, you have a step by step instruction manual that you can send out. You can automate. You can delegate to your team. Most people would take the approach where they’re just gonna sit down and they’re just gonna they’re gonna hammer it out.

Right? They’ll do an action plan or a gantt chart or some type of project plan, and then it just sits there. So do the same thing, but approach it as a, like a instruction manual, call it a soap, whatever you want. And then you can you can start, systemizing your business.

So that’s how we tackle everything in our business. Like, we start with our main our main sections, each department, no matter what it is, it’s a how to guide. Anything that we do, it’s a how to guide. It’s documented following that that process, and then, of course, you can delegate and, hand it off to your team.

The habit I was talking I don’t know if you guys wanted me to talk about this. So here’s reclaim that I was talking about the the, the AI scheduler. What’s cool about this is that you can put key habits down, and you can say, okay, I wanna work on building my authority status for, like, ninety minutes a day, it’ll look at your schedule, and it’ll it’ll block in time when you’re you’re gonna you’re gonna do that. And then literally, you just you link build out your system.

You work through it one at a time. We do the same with our our team meetings right now. So we have a team meeting. That is a system.

On how to hold a team meeting. If you click on that and you open it up, it’s how to hold a team meeting. Right? And on in this, it gives step by step instructions.

And at the bottom as well, you can you can link it to the examples. There’s a the last team meeting that we had.

So it’s a slight it’s a it’s a different way of looking at it, but it’s it once you think as a system and you start thinking processes, and documenting the processes, then it opens up the door for everything, especially the delegation and the automation. The agency part that we have here I have two people, managing. This this is six hundred thousand dollar business here. It’s run by Jeremy and it’s run by JR. And everything they do has a system. Okay? Here’s the system on how to optimize your GMD profile.

That my job is to create the systems, create the processes.

That’s like working on your business, not in the business. Their job is to work in the business and to apply the systems that I create.

Right? And once you start thinking like that, you free up tie your time to work on the business.

Then you start having fun because, like, you can literally affiliate marketing as a system. You just have to put that together. Joe’s framework is a system. Right, is what it is.

And eventually, you will we can package that. And there you go. You have a system on how to achieve authority status. You can rinse and repeat your book let let’s take publishing your book.

Right? Don’t just take that create an action plan. No. Create a system on how to publish a book.

Right? And then document that step by step, use that structures because if you need to publish another book down the road, you just need to follow that step, but then you can turn it into a course if you want to.

You’re doing the work anyways, but take that extra step to document each each phase. And it of them are gonna be more detailed than other. Like, this is creating a process plus documenting each step. Some of them have videos, some of them don’t, some of them aren’t as detailed. But it’s it’s enough information where you can hand it off to someone and say, here you go.

So the advantage is, of course, each of these can be a system it can be a process within the system. But the point is if you wanna share this, you can share it. If you wanna share if you wanna share the whole system, which is this one, you can share that.

It really depends, but that’s that’s the in a nutshell.

Does anyone have any questions on that?

Does that make sense that the the project versus the system approach in the mindset?

I think mostly, for me, I still see so much overlap like a system when you talk about a project versus a system, I get it.

When I see it on the screen, I look at it and go like, with still feels like a project. So what makes it is this can a system I guess I’m just I’m still looking for a little clarity there.

Sure.

It makes sense to me, but just like Jessica said, I’ll just rewatch this after so the pieces kind of come together, I think, for me.

Yeah. It’s kinda like it’s a meant okay. It’s a mental shift. So let’s let’s take a project.

Okay? So when people break down a project, let’s take a a book. For example, when you publish a book, you create an action plan, and then you work through through each step. It could be, you know, chapter one, chapter two, whatever it is.

You’re not what do people do with that afterwards? They they file it. They don’t do anything with it. But it’s take that action plan, take that that those steps that you’re doing document every step of it and turn it into a how to guide.

It’s a subtle difference, but it’s a it’s a it’s a powerful one. Right? And by going from action plan or gantt chart to how to guide, it forces you to sit there and say, okay, I’m gonna do this, then I’m gonna do this, then I’m gonna do this. Like, take an axe, evergreen funnel, You can approach it like this where it’s step one, step two, include examples, include how to videos, you’re gonna do the work anyways you can just create, like, a an action plan, and here’s the deliverables you need to create. But let’s take the convert the the high converting landing page you could create another how to guide on how to create a landing page, and then you could link to that within this system.

And if you start, you you gotta start from, like, somewhere, but eventually over time, you’re gonna have systems within systems, and your whole business is gonna be how to, like, how to do a budget how to do a team meeting, how to do a landing page. And then once you get to that level, then you can truly start delegating.

And and I’ll show you our WordPress, let me do our knowledge base here.

There we go.

So if you look at our WordPress support for us, so we’re launching WordPress support. Here’s a onboarding system for managed WP.

Okay? When we onboard it, when we onboard, clients, we have a process. Right?

Then it’s broken down. There’s different steps, and then each of these is a system within that. It’s a process on how to do that a step by step guide. So now when we work with our team, I can delegate this, which is the how to guide, or I can delegate the entire system.

It just open up. It opens up the door. It’s it’s kinda like how you’re setting it up. You’re setting it up within your system. You’re it’s kinda like you’re setting up system knowledge base in a sense. But in the end, it’s all it’s all how to, it’s step by step guides.

It’s it’s creating, yeah, it’s creating a system. Right? Does that make sense?

It does. I’m actually applying it now to this other idea, that I’ve been working through around, like, how to build a customer as a different way of looking at marketing.

So it’s interesting. Yep. It yep. I like it.

Like the the avatar let’s take an avatar. Right? So we so a lot of people would be Okay. What I would do is is you have, an amazing course on creating an avatar.

Right? And and you know, you’re you have your outcome, you have all this. That rate there is a process. Right?

You’re you’re teaching people step by step how to do that. But a lot of people, especially in the agency environment, they’ll create a, avatar for a client, they’ll create a brochure for a client, and it’s a one off system. It’s like, I do the brochure. I’m gonna put it aside.

The next client comes up, and you know what? I’m gonna I’m gonna do the creative brief. I’m gonna do the gantt chart. That’s the way you’re taught.

But instead of and take that brochure, create the ultimate guide on how to do a brochure and document each step in the process and then and then look for ways to automate and scale it. So next now when the next time client the next client comes, now you have a productized service that you can offer to them you can scale it. Right? The there’s a subtle difference in how you approach it.

It’s custom work versus not custom work. Yeah. It’s approaching it as a project versus system. It it really is a there’s a it’s it’s there, but it mainly boils down to the process.

Right? You have an outcome. You have a process, whether it’s a project or a system or not, you follow a process. It may change whether it’s like agile or or or Kanban But then you also the big differences is the, actual procedures, right, the soaps, whatever you wanna call them.

Just make sure those are step by step guides. And everything you do in your agency, if you take that approach in time, you’re gonna have how to knowledge base. On how to do this, how to do this, how to do this. And then once that’s done, I’m showing you guys some, like, behind the scenes stuff here.

Once that’s done, then you can start automating entire agencies. Right? So if we look at these, these are all clients that we work on here. These are these are projects that are incoming right now.

But if you look at them, these are just systems. These are repeatable processes. Right? And they’re all linked to a knowledge base, on how tos.

So that that’s kinda how it works together. But it’s starting thinking as a system versus a project right away. That’s that’s the the mindset to have with it. It took me a while to figure this out, especially with with my businesses, but once you Once you start building that out or you think that way, you applied everything from retainer clients to WordPress support to different templates, and then you just start linking and sharing and delegating those.

Zoom, anyone have any questions on that or Can I ask Shane?

Like, if we’re looking at, you know, our spreadsheet for our one thing with all of the projects that we’re this one. Yeah. Exactly. When it comes to, like deciding on the order in which we tackle each one.

Almost like a game try. I know that’s project, not in that system thinking. It’s what you’ve been saying. But, like, I’m behind I’m with you on the creating the how to guide as you go.

So, like, I was doing the competitor’s content audit today. So I can see, like, taking the steps that I took and putting that into, how to guide but when it comes to the smartest, like, building off of our work and creating Just creating a system in terms of which projects we tackle first. Do you have any insight there?

That’s your process. Like, for me, I’m gonna set this. I’m gonna do this for you and, like, I’m gonna pick one thing and set this up. So, like, what I would do is I would start okay.

So let’s let’s approach this as a system. Okay? My ultimate goal is to achieve celebrity status in my one thing. Okay.

Now the process I’m gonna do is I’m gonna start with my USB value prop. I’m gonna create an avatar that actually includes both I’m gonna focus on my USB because it’s a level three market assist sophistication. So I wanna focus on how to Once that’s done, then I’m gonna build my authority site, then I’m gonna do my origin story because then it’s relatable. And I have the VOC because of the avatar, then I’m gonna focus on, my blog and then I’m gonna do the sub stack newsletter, then I’m gonna focus on the, the book, the book is gonna promote my USB because it’s the how to, my special way of doing it, then I’m gonna build off that and do the podcast.

So they build off each other, But I’m thinking as a system to get that done. And each of them that I just said to you as I build them and create them is gonna be a how to guide. That I can repeat down the road, right, building my avatar. We we do that.

We have a a course on building your avatar where it includes your value prop, it includes frequently asked questions, then you you create, guarantees to address those questions. It’s a system on how to do that. It’s just a how to guide how to do it. Right?

By approaching that at the end of this, you’re gonna have a system not only on how to achieve celebrity status. So if you wanna pick something else or launch a venture or some or even sell your own course on this, you’re gonna have a how to guide, how to implement it. And then each one of those that I just showed you, that’s a potential of five courses. Not only that, I could turn any of those into a productized service.

Right? It’s a subtle difference. And people, like, take the brochure analogy. Like, we’ve all done I don’t know if you guys have or not.

How men how much client work have you done where at the end of it, like, you’re even taught project closure.

Like, what is that? Project closure, all the all the deliverables were met, where the requirements met. You take that, you put it into a folder. You’re done.

That’s a wasted opportunity. Right? So you’re still achieving the same outcome, but by taking the systemized approach, you can do more with it. Right?

You can turn it into a course. You can productize your service. You can you can automate it. You can delegate it.

It just opens up the door to so many more things. And it’s so important for us because as you get into this space and you get your one thing, you have to be working on the business. You can’t be working in the business. Right?

And like, promoting your sub stack and doing, like, all of these little things, like, you’re creating the content, but you shouldn’t be promoting it. That’s working in the business. Someone else can do that for you. And it’s a and it’s freeing up your time to work on that stuff, the high level strategic stuff.

Right? That’s the difference. That’s one of the main bet benefits of of taking this approach.

And the system can take any form. This right here is a system.

Right? I can people can call this a marketing plan. I don’t. I call it a marketing system.

Right? There’s a goal. There’s a process. Right? And this is your direct response marketing. This is each phase.

I’m gonna start with the avatar. I’m gonna do the u s p, then I’m gonna pick Google my business, then I’m gonna do the sales page, then I’m gonna do re marketing, then I’m gonna do the sales pipeline. Each of those is a is a process to achieve a specific goal, which is this, right, and then I’m gonna turn each of these on how to create an avatar, how to how to develop your USB, how to optimize your GMB profile, Right? And then, again, that opens up the opportunity.

It just it’s a different way to look at it. This instead of looking at it as a project plan, I look at this as a system, This is a system that will help you achieve a celebrity status in your one thing, and this is the process Joe’s laying it for you.

Right? You’re taking this process and you’re just deciding when you’re gonna do it, but make no mistake. That’s a process. And there’s an order there on how you’re gonna do stuff.

You’re not gonna publish a book unless you define your USB. It’s why would you not why would you do that? You’re gonna be promoting USB. You can’t do one without the other.

Right? So it’s figuring out that process, and this is the formula I use for everything. Right? And it and you’ll find that, like, the trick on this as well as, like, if I it’s making sure that each of these is like a noun, it’s they’re an actual deliverable.

Like a sub stacked newsletter is a is a deliverable. You know exactly what you need to do.

Right?

USPS is deliverable. You know exactly what you need to do. A podcast is a deliverable. So as long as you focus on the nouns, deliverables to help you achieve the outcome, then you can you can start taking that and systemize it. Right? A TV, radio show, a core productized service.

That there’s a system for that. If you if you’re gonna create a core productized service, why not why not create turn that that in itself as a system. Right?

Your workshop, how to hold a, how to hold a works workshop. People have sell courses on that. Right? How to do an evergreen funnel? It just it’s a different mindset, but it’s an important one. Does that answer your question? Kind of.

I get what you’re saying in terms of every because I I feel like you answered my question in, like, five seconds of that answer. Which was the order that you gave those. But I understand what you mean in terms of each SOP is in and of itself an opportunity to either delegate, product ties, create a course, create a program, or create content around the thing that you’re doing.

Those are opportunities. I think Johnson just said, like, the one of the main differences is the documenting. Yeah. It’s like people people mostly that that’s actually great. A great point. Like, people everyone approaches it as here’s what I need to do, and then they’ll do it, or then they’ll take project notes They’ll they’ll have stuff in, like, folders and stuff, but they don’t take that and they don’t turn it into something.

Right? And by taking that extra step, you’re doing the work anyway.

Does anything you approach think, okay, I’m gonna turn this into a how to guide. I’m gonna turn this into a step by step process.

Everything you do. Like, anything in the in my team that they do, like, when they ask me, it’s like when I want them to do something, they ask they okay, what’s the outcome? There’s specific questions that they they ask from me, and then I make sure they document it. The littlest things that you would think of. Like, if you look at this one, with the, the the client, the work, like updating a CRM, that has been turned into a system.

Right? If we go back to the, right here, like a lead value in updating CRM. That’s that’s a how to guide. That’s a system now.

Because I can delegate to this person that I don’t even need to I don’t know I don’t need to be involved in any of it. Facebook campaign. Okay? There’s a system for that.

There’s a how to launch a successful Facebook campaign. Right? That’s part of a a broader, a broader, that’s part of this system. But it’s still or a process within that, say this was like step four, right, which is Facebook.

Right? It’s part of this is your your system here. This is your process, which should be step four, and you’re just documenting how to do a Facebook campaign. Right? And then you’re taking that and turning it into a product high service or a course as well.

Oh, what I’m wondering is, slightly slightly off topic maybe, but what what, you obviously manage your systems really well. You’ve got a huge data there you go, database of them I was just wondering if you could speak to, your recommendations for organizing these, soaps and systems and processes as you develop them because I can I can just kind of see into the future and imagine creating quite an unwieldy kind of database? So I’m just wondering if you have a a a a way of organizing that or or just any thoughts, I guess.

Yes. So as a freelancer entrepreneur, this I’ve they call it, like, your org chart, whatever you whatever you wanna call it. Okay? You’re gonna have You’re gonna have your finance and admin, your operations, and your sales and marketing.

Okay? Your your finance and admin in your sales and marketing, those are the core functions of everything you do, okay, that they make the products. Okay? Operations delivers the products.

That’s the simplest way to look at it. Right? So if you have a course, you’re gonna your sales and marketing department is gonna create it. Operations is gonna deliver it. And that’s that’s the simplest way that I found to to make the distinction is just to to have those departments.

It’s the it’s how you, this controls the money in and out. This is how you market and and, the services, this is how you deliver the services. Right? That’s the way I look at it. It simplifies things.

And then if you look at these, like, each of these is a is a guide how to hold a meeting is not finance as operations.

Right? That that’s it belongs in that department. Where the, the sales and marketing, the evergreen funnel, well, that’s gonna be part of the the sales and marketing, right, part of the system. So this right here, the authority building, this would be part of this system as part of the, this one right here. This is part of of sales and marketing. Right?

So does that does that make sense?

Yeah. Yeah. That no. No. That makes, total sense.

Do you do you recommend nimbus web? I’ve never even out of it.

Yeah. This is we live off this. Like, this is, like yeah. Well, it’s you can do this in Google Drive as well, but it it doesn’t really matter where you do it.

But just you have your main folders, which are your your, your departments, how you structure it. It doesn’t really matter, but and then within that, you just have your soaps. People call them soaps. I call them systems.

Right? And then their systems upon systems. This may be a whole this may be a system within that system because then you can delegate systems. You can delegate to start from somewhere, like your onboarding process. Right? So you have your onboarding process.

Let’s approach that as a system. Right? A client comes in, this happens, this happens, this happens, this happens.

Right? Now you know what you have a clear process, So you’re gonna take the first step of the process and you’re gonna create a how to guide. You’re gonna take the second process. You’re gonna create a how onboarding a a client, a how to guide.

And now under operations, you have how to onboard a new client, how to send an invoice, how to send a proposal, Right? You have now you’re on your way to systemizing. And don’t, like, just start somewhere. Right?

Just get in the habit of anything you approach using this framework.

And then eventually six months from now, you’re like, oh, this is awesome. And then you you assign people to manage that. Right? Like, I don’t once it gets to a point, I don’t I don’t I’m not involved in it.

Right? GMB is his domain. I’ve I’m nothing to do with it now because now it’s his responsibility to do that. Update it and report to me, and now I’m working on the business versus in the business.

Right? And it’s like this right here, especially, like, the agency, right here. Like, we have tons of projects going on at any one time, and it’s all because of systems.

Right? That’s we wouldn’t be able to do it if it wasn’t for a system.

That’s cool. No. That’s really cool. It reminds me of something I think. I think Tim Farris said it, like, years and years ago. But that that anything that you do more than once, as part of your, like, your day to day life is is worth advertising.

Bingo. Yeah. You got it. Yeah. I was trying to figure how can I get this a my approach is everything I do no matter what it is, is a system because you have to, like, don’t make that mistake?

Like, people take on project. How many times have we all taken on a project where you’re taught that. You there’s the closure. There’s the like, you’re taught different phases.

At the end, you have to close it. You talk what went well. What didn’t that’s a missed opportunity.

Right? Because you may have to repeat that down the road. No one thinks, oh, I’m gonna take that old. I’m gonna take that out of action plan.

I’m gonna go through the no. No one thinks like that. So you you can by taking this approach, you still achieve the same outcome. It just now you’re documenting I think Johnson said, like, you’re you’re documenting the steps to how to Right?

You’re taking a step further, and then you’re organizing it like I just showed you. Right? And then eventually you have systems upon system right? And then you start building out the apartments.

But one sorry. One one thought that I know Jessica’s waiting. I don’t I don’t wanna hog the time, but, I just have one last question.

Something I was thinking about as you were talking about this was one was, like, I’m glad I didn’t create, a process or a system rather. When I was first learning some of the things that I now do because, I I’ve added and changed and it’s it’s kind of mutated into, something unique to the to to my own process.

But then I, on the other side of that, Do you think that there’s any, risk or danger?

From having a system that is, fixed and is the solution just simply to revisit your systems on a regular basis to make sure that they’re updated and that they’re they’re, they’re they’re changing, they’re shifting, they’re growing with the as the world changes it grows, Obviously, not all of them, but some assume will need to change.

Yeah. The this is thinking this is actually what this is, like, you’re you look at this, this is like thinking like a scientist, you’re forming an hypothesis. If I do this and this, I’m gonna have the. Right?

That’s the whole point of a system is that it’s not unrepeatable, but you can you can adjust as you go. Right? And if you maybe examine it six months and if you’re not getting that same outcome, you need to adjust the process. And that’s a that’s adjusting the how to guide or what it is.

Right? But treat that’s how I treat everything as a system. It’s a it’s a it’s a process and, yeah, there’s tweaking on it. Nothing stays station as some stuff does.

Like, there’s your there’s processes that you do day in and day out that will never change like payroll. We have payroll. So payroll is I use a bot for that literally. Right?

And it’s, like, it takes care of everything a to z, but in order to to get to that point, I had to create a clear step by step process that I could automate. In in that case, I decided to automate versus delegate it. Right? Where a lot of people will have a bookkeeping checklist.

Well, a bookkeeping checklist isn’t a it’s it’s it’s just a it’s a high it’s a what to do. It’s not how to do it. Go that extra step, and then it opens up opportunities, like, even with AI.

Right? Like, there’s a big difference between approaching a project like this and like this and like this versus a system, right, they would close this board afterwards.

And and each of these is a missed opportunity. Right?

Yeah. That makes total sense.

And that’s and it’s a subtle approach, but it’s it’s a it’s a it’s a big one. Like, thinking like this probably was one of the biggest, one of the best things that happened in front of my mindset as well. It freed up my time because I I’m like everyone else. I have kids.

I have multiple things going on. It’s it can be stressful. Right? You’re like, how do I find the time to do this?

But when you once you approach systems, then you can you can truly start automating, and you can truly start delegating. That’s the biggest thing. And it’s, like, it’s approved.

Sorry. Yeah. Go. Go. No. Go ahead. No. I was just gonna say it’s cool that I think because part of, it it’s funny because one of the things I I wrote in my my twenty five things, like, one of the categories was was soaps.

I I recognized that I, like, I really I think because I have ADHD, I really struggle to, to, to, to perform the same task over and over again without, like, clear, clear definitions of what I need to do. And, in writing down some of the soaps, which I’ve I’ve started to do already, I’m discovering gaps in my knowledge. I’m noticing areas that could be better. I’m, maybe, formalizing a process, that’s, the the works better, just by thinking about it.

So, yeah, I can see. Anyway, did I just there’s it seems to be a lot of value to it.

Yeah. There’s not and, like, literally these these this agency here, like, this is Jeremy and Jared. They had no marketing experience when they start. I would put Jeremy against any marketer out there.

He’s been with me for a couple of years right now. His knowledge was on proven systems, right, Facebook campaign. He’s brilliant on that stuff. He because he learned from a proven system.

Right? JR had no marketing experience. Right? And it’s teaching him, I wouldn’t have been able to get them to that level.

If I didn’t have these processes, the how to’s.

Right? So it’s like call it, like, education two point o or whatever it is, but you’re just you’re building your system and your business off of proven systems. Some of it is mundane. Some of it is step by step by step.

But that’s an opportunity to automate it. Right? And you can’t automate unless you have a process. It’s impossible.

Right? You you literally can’t. And everything is a process. You do this. You do this.

You do this. You do this. You do this. You do this.

You just need to figure out that process and then and then document it, and then you have tons of opportunity. Is there an example that people want me to to to approach as a system? Like, it’s related to your one thing, how I would do it?

Yeah.

I think so.

I think I like the way you your marketing plan. That was really interesting.

It’s a system. Yeah.

Yeah. That one page marketing plan, it seems like a pretty repeatable Could you go over that as a system?

Yeah. This is, like, this is and a system can take many forms. Right? Like a system can be a plan.

It can be, like, even here’s Joe’s, this is a system. You can look this as a as an authority plan. I look it as a system. I’m gonna build in that is repeatable, and then I’m looking at each of these as a system that I can repeat, and I’m gonna document every step of the way, the same as a marketing plan.

This is a repeatable system that we do repeat for plenty of clients. So there’s one client. I gotta, like, before we put these up, I think I have to have to show the, we’ll have to go in here and do the, we’ll have to what do you call it to blur it out? But anyways, here’s each of these has a system.

Right? So you go in here. Here’s the marketing plan.

It’s the same thing. Exact same thing. It’s a repeatable process, to achieve a specific outcome, but because we’ve documented everything, in detail, like, now we’re on to the during phase of lead generation. Here’s a pipeline.

Here’s a sales process. And guess what these are, how to guys and how to create a a sales pipeline. How to guide on how to create a sales process. And eventually, we’ll get into the live webinar.

Like, that’s and then eventually you get to the point where you’re it just copy and paste, right, and then you just delegate it. And then everything that you’re doing under this, like, here’s a blog newsletter. This is just a a system. It’s a how to do a monthly, plan for your newsletter.

That’s how they were trained on it. Right?

And then you can apply this over and over again, and to to any thing. And the main difference is you’re just, like, we could approach this and say, we’re gonna do this marketing plan and how many people do that? They’ll set it up in Asana. They may or may not save it.

No. I’m not gonna set up an Asana. I’m just gonna link literally to a system, and I’m gonna use this as my project. And whatever you wanna call it, And I’m gonna work through this, and then I have a repeatable process I can delegate.

It’s a subtle difference, but it’s a it’s a it’s an important one, though.

This reminds me, one, idea that might be helpful for people, because I I’ve just started doing it is, I got it from this guy who runs a a a VA agency, and he’s got something like five VA’s, and he has every single person on this company has at least one VA, and they they they have all of these processes around, like, how to use your VA and what are you using for? Do you need more VA’s?

He was saying that one of the best, ways that he’s found to, to use VA’s was to, take something that you do, that you repeatedly do. And, record a loom of you doing it. You don’t need to, you don’t need to, speak to what you’re doing as you do it, you just do it and record it on Loom, and he was saying that the the the success rate of giving that video to a to a VA and saying, like, okay. Do do this. Like, watch this and then do this. People underestimate, or rather overestimate how, how unique their skills are and how complex their tasks are. And so I just I was just thinking, like, you know, anything that you do repeatedly, you could probably just loom it.

If you’re not gonna use a VA, you could just go back over the Loom and be like, what am I doing at each stage and just write that down. So you don’t have to even interrupt your process necessarily.

Yeah. Or you can on, like, the biggest thing with that, like, this is a perfect example. Hey, let’s take I hire a VA. Hey, I want you to go in and optimize this client.

Optimize this client’s DMV account. This this could be a product set to tie service we launch. Here’s a step by step guide.

Video on exactly what to do, all of the resources. Here’s a checklist to follow.

It’s a repeatable process. Right?

It’s not that’s that’s the that’s exactly. But you don’t a lot of people would say, you know, they would hire get hired to do this for their GMB page, but they’re not gonna document it like this. It’s a missed opportunity because now I can automate this. I can delegate it. Even mundane tasks, you can automate. It could be like step one, step two, step three, uploading receipts.

You could there’s I AI that will do that rate but you have to automate, you have to figure out the process, though, or it’s it’s impossible evergreen funnel.

Right? This is a course. I could easily turn this into a course. These are the email templates I need to send. This is the sequence.

I’m gonna use this to create cash flow. So the tripwire is gonna pay for the Facebook ads. Right? I’m gonna I’m gonna have those as cost.

And now it’s a repeatable process that I can give to Jeremy and say, hey, launch this trip by our own Facebook. Here you go. Don’t know how to launch a Facebook campaign? No problem. Link to a how to launch Facebook campaign.

Right? So they all they all start connecting.

They could be part of a bigger picture, of course, which is your your your your plan, but eventually you’ll start seeing little opportunities here and there. Right? It’ll these combined can be part of a different system. You can start mixing and matching. It’s like it it’s almost like a puzzle. Right?

System support other system.

Yeah. That’s Exactly. Does that make sense? I was trying to get across with this. It’s like I know it’s hard to explain, but, like and I wanna do something like, where is it here?

Like, here’s here’s an example on the marketing plan. Right? Like, we have here’s a here’s a system on GMB optimization.

And then with under that step four is to optimize your photos. And then here’s another system.

Part of me.

Can you zoom in on the slide? It’s hard to see.

Yeah. My apologies.

Thanks.

There. Is that better?

Oh, let me just see the slideshow, actually. It’s better.

So here’s the the marketing plan, here’s the GMB, here’s a system I had to optimize your GMB, okay, the one I showed you, and step four is add photos, But here’s another system on how to choose the best photos for your GMB.

So these are these are both systems here that are here Right? So they’re they’re under the the sales and marketing, but one they all support each other. They can be individual. They can support a system.

It’s like a puzzle. You put them together and you can start delegating and having fun. Right? And over time, the beauty of that is that you’ll have you’ll see opportunities for stuff.

Right?

You know, if you wanna maybe you’re you’re building at a plan, you’re like, oh, we have a system for that. Hey, we’re launching a pod podcast. Yeah. Yeah.

We have a system for that. Here’s here’s the how to guide. Perfect. You can link to it, then you can start creating courses like all Joe’s courses are systems.

Guest blogging, right?

So you put in guest blogging as one of your your plans, which she says here. Right? I’m gonna I’m gonna do a podcast or what it is. There’s a system. Her course is a system. Just create a how to manual or just link to that course and say, here you go, and you can delegate it.

Yeah.

It’s it’s cool. It’s kinda like, building a box of Legos.

Bingo. Yeah. I was trying to and I was trying to get that across here, like, to this to the to the system part. Like, it is literally it’s legos.

It’s connecting stuff. Right? It’s just, it’s, it’s not loading, but that yeah. It’s just like it’s that’s all it is.

Right? It’s different parts, systems, processes, systems, processes are all connected. Right? You can delegate entire process.

You can delegate entire systems. Or you can delegate a a specific procedure, but everything has a process that you follow, right, anything. It’s a step by step. You do this.

You do this. You do this. There’s nothing that doesn’t work like that.

Right? It may change where you’re you’re doing this, but then you realize, okay, I’m gonna do this. Like, that’s you can go back and forth, but there’s still a process you follow.

Like, is there what we’re gonna do is we’re gonna I’m gonna do this myself as well. Like, I’m gonna I’m gonna pick one thing and work through this and actually set, set up, like, how I would set it up on this and share it with everyone as I do it, that may help too.

But if you wanna call it a soap, whatever you wanna call it, I call them I call them processes because that’s it’s just easier for me to understand it. Like you have your you have your outcome, your process, and how to do it, and then the individual procedures inside of that, which is just your detailed step by step instructions.

And if you approach it like this, then you’re you’re golden. Right? Over time, you’re gonna have a whole system on how to run your business agency.

Here’s the tools.

Could I see TeamHub and I see NIMBIS web? It would be interesting to know what we’ve embedded in because I think half the battle is you start the work, but then what’s the logical way to organize it. I think in one of the areas that Johnson was. Like, and sometimes it’s just a matter of saying, hey, go with this tool because you don’t have to learn a tool, we’re gonna work together on the same model building principles under the same tool.

What do you mean by tool though?

Like, what like, in So, like, a a tool or software would be TeamHub or NIMBIS web? Like, which tool to store your knowledge base or I don’t know I don’t know what tools you’re using that or software you’re using that Oh, this this is NIMBIS, yeah, this is like fuse base.

It’s just, it’s like an Evernote. As well. So it’s the same thing. It just allows you to create folders. And I like doing it because you can share stuff out. You can create portals as well.

And what’s team hub?

Team hub. Where’s, team hub?

You can see it.

I think that’s just the the the prefix on on Nimbus.

Your URL. I looked at both of them all.

Oh, no. These these are the different. So this is word these are just different. These are these are all different, businesses.

Like, this is WP total care. These are retainer clients. These are just different this is the example one. Those are just different like, companies, I guess, if you wanna call them.

Sorry.

I didn’t really know I’m asking because I googled TeamHub, and then I googled NIMBIS web, and they’re two different comp software.

So maybe It’s just the one that you’re using. Right? The NIMBIS Club?

Yeah. And I just use it for but you can use anything. You can use Google Drive.

Right? It doesn’t you can use, we we have a SOP for this one that I showed you here on the on this. This is just a Google drive document. Right?

We haven’t imported it into, this one right here. This is a productized services that we created. So here’s the we had this guide here on how to launch an authority site. Which is like a step by step guide.

So a client hired us to to, build a website for them. We turned that into a process, right, starting with your your avatar, your sitemap, your wireframe is a proven process. From that before you launch, you have to do an SEO audit.

Right? So from that system, this pros this step in the process we turned into a productized service.

Right? And if you think like that, you’re gonna see you’re gonna see opportunity everywhere. So this system that you’re looking on the authority site, we applied that system to these here.

Right? These are all authority sites. These are websites that we’re launching, and it’s because of this original system that we can do that. Right?

And there’s different spin offs you’re gonna find. Right? Like each of these is different avatar. You could do a productized service on an avatar.

Right? You can do you’ll you’ll see opportunity everywhere. You could turn it into a course if you wanted to.

Shane, can I ask a question to connect back to the previous session that we had? Sure. Okay. I’m gonna put it in context that like I Maybe I just need it in the old thing that I used to know well. So I was a teacher.

So to me, the outcome for one of my students would be I can write an argumentative essay and show seventh grade proficiency. Whatever.

So that’s my outcome.

Right? And then the next part then would be the process. So like the one part of the part it would be like research, the argument, first draft, whatever.

And then each of the procedures under every day I literally had to how to know the difference between a primary and a secondary source as well.

And you know, so a gazillion, right? Lots of things. So I think am I am I equating these things?

The way Hundred percent. It’s a Okay. That process though, don’t use research though because that’s a phase. Okay. So let’s let’s take the outcome, which it like, tell me the outcome in one sentence.

I show seventh grade proficiency of an art of an argumentative essay, writing an argumentative essay.

Okay. Now tell me the exact process using nouns. So only use nouns.

Oh, okay. Sure. So my argument.

K. There you go. What’s the next one? So that’s step one.

First draft.

K. Step two.

I wanna go towards editing and revision. So I guess I would say Yeah. More like a second draft or something like that. It’s the drafts, I guess, the phases of drafts.

Yeah. So now you have we I know we can go more, but exactly what to do. So a lot of people just have a checklist or an action plan with those steps that you just showed me, and then it’s it’s the what, and then they’ll figure out how to do it. But they won’t document themselves doing it.

Okay. So so I’m see, I am getting this right. So I have been doing this for years.

I think where I’m still I think where I wanna push you then is is so if you were thinking in the context of my student then if I had to align on one of my five non negotiables with what we’re talking about here Sure.

What could that look like?

Well, to it depends on if, like, what’s your outcome? You’re using as the as the student example?

Yeah. Is that okay?

Sure. It could be, draft. It could be work on, I need to do a draft. And here’s a how to guide on how to write the perfect draft, or that could be part of you it could be one advanced guide. And so what I’m gonna do is I’m gonna put aside an hour a day or I’m gonna set a goal to write one thousand words a day.

And with the goal of having my draft done by the end of the week.

That’s So I think so I think I get that where I’m struggling is it seemed like when Joe was talking about hers, these were kind of habits of forever and ever.

Yeah. She’s talking about Keystone habits. Like, it it it it it dep it depends. Like, she’s talking about habits that are part of the system.

Okay? So it’s like, her there’s a lot of like, she has copy hackers as one big system. Copy school professional is one big system, and all of those would support her system. Right?

And so the habit she has probably support, like, a bigger a bigger goal that she has. Right? That’s that’s the way I would align it.

For health. I have, like, I have keystone habits for my health. Like, one of them is exercise. There’s certain things I wanna do every day. Because they’ll also have the most impact on my health. Right?

That’s what I do is I have my non negotiables, but they’re always aligned to, like, a bigger system, a bigger goal or outcome that you wanna achieve. So I would align my my non negotiables with your one thing.

Right? Say, wanna publish a book. Well, one of your daily non negotiables should be to write one thousand words a day. Or something like that.

Right? Because it’s supporting, a larger outcome. And then, and then you’re you’re focused. Right?

I was also one wondering this, Jessica, because, all of my goals, I think, or nearly all of my, my goals non negotiables are, not forever. They won’t run-in perpetuity. And I was kinda wondering, oh, am I am I doing it wrong? So should I should I have stuff that keeps going? But I don’t know. I kind of I don’t know. I feel like there are, obviously, Joe’s in different positions of me.

And I think the, There’s no right or wrong way.

That I have. Yeah. The stuff I have to build first that there are there are obstacles that I need to hurdle before I’m probably gonna be in a space where, my tasks are are repetitive, indefinite, and, and useful. And functional.

Yeah. I totally agree with you, Johnson. I am the same way. That’s where I think I was struggling with, you know, the way I drew it. You know, Joanna was so concrete on, like, these are the things that she’ll keep repeating. I think we’re still in that trial stage.

Yeah.

Yeah. And I I think one of the questions I had was at what point do you don’t build the SOP but buy the SOP? You know what I mean? Like, If you’re continually trying to learn all the steps it takes to build authority versus buying the shortcuted version of helping you just do that, that’s where I’m kind of, you know, at that point where in the authority building, all the great things, you know, that I feel like would be fantastic to do. It’s the learning.

How to do it that’s and where and what tools and And, and I, in some cases, feel like there’s a shortcutting process to all that, you know, taking courses or acquiring that knowledge, like, through coffee school is one way. But, you know, some of these authority building things don’t live within coffee school per se.

What’s an example of one, like, that you’re thinking?

Yeah. Like, building a book, you know, you know, so my thought is, well, maybe I create my own around, like, Each chapter becomes an ebook that you release, and then you complete each book.

Each chapter before you complete the book, but then You know, what does that mean if you let pieces of your book go early in terms of publishing, but then it’s it’s not having the full big picture of the do’s and don’ts of of publishing a book and or the way in which you could go through two page. Or you could go through self publishing, but then a self publishing work is a whole s o s o p on itself.

It’s getting clear on the outcome. Once you know, I would go a step further and say I wanna I wanna self publish a book on x y z on Amazon. Now the outcome is clear. Right?

Like, now I can create a process, and I can figure it out as I go. And the beauty of is it, like, this right here that you’re looking at This is your this is what you’re working from. You’re figuring that as you go and you’re figuring out the steps. You may be taking a course just like, oh, okay.

This is step one I’m gonna do. This is step two I’m gonna do. You do that instinctively.

Everything that you do in life is a process.

You you you you you brainstorm, you you in your mind, you think y’all gotta do all this stuff and then you structure it and you start working through it. The key is to organize it and being clear on exactly what you want. Right?

So I did it. So how to self publish a book, it would be like, well, could you just take the course to do that rather than having to, like, figure out the steps if you get what I mean?

Document the course. Like, Joe, Joe has an amazing course on how to, guess blog. Right? That’s if anyone has that on their action plan, they just link to that.

It’s beautiful. And then that that is gonna, like, you could work through that so quickly and get such amazing results because that’s a system she’s she’s giving you, right, on how to do it.

Turned it into a soap, whatever it is, but it’s a repeatable process.

Mhmm. Mhmm.

And that’s the way to look at everything everything here is a course, podcast, Instagram, YouTube, LinkedIn, it’s an opportunity.

How how to optimize your your your LinkedIn profile.

Right? Create a soap on that. Create a step by step process, and now you can offer that as a productized service to your clients.

Right?

And you can delegate it to people who have no experience in marketing or LinkedIn, which I’ve literally done. They these guys have know it when they start, but it’s because the it’s a it’s proven frameworks that they can build upon. Right? And they and they learn by by following a a process of system.

All of these are deliverables, signature offer, deliverable.

How to how to build a signature offer, subtract newsletter.

There’s probably one available that you can follow. And just as you’re as you’re launching your sub stack folder, create a how to guide, and just document yourself doing it.

It won’t be perfect right away. But at the end of it, I promise you, you’ll have a really cool process.

Right?

And then sell a course.

That’s all people do. Like, that’s that’s all that it is. Like, there’s there there’s not. It’s just getting into that mindset, right? Document everything. You can’t you and where to focus on focus on your onboarding process? Focus on your Let’s talk about your acquisition funnel, your sales and marketing funnel.

Right? There’s before, during and after. That’s what this is. This is sales and marketing funnel. There’s before, during and after.

And in your funnel, each of those is deliverable. A a lead magnet is a a deliverable.

Right? That’s a noun. So now you have a guide on how to how to create and launch a lead magnet.

Okay. There’s a course. And a client comes in, there’s a product type service. Right?

It’s a different it’s a subtle it’s I was trying to convey it, like, how can I get this across the right way? But it’s I hope it’s making sense, like, the the approach on it.

Yeah.

Oh, yeah. Certainly does kinda like I mentioned, in the last call and in the chat, just like, how it’s a bridge, you know, as, you know, people and business owners, we try and only do stuff that’s worth doing. And if it’s worth doing, it’s probably worth repeating and scaling. And to kinda make it as easy as possible and kinda like you said, ideally, delegated out.

So they can literally just look and say, Hey, if I need to do this, I do this. If for for some reason whatsoever, I’m lost, I go back here. Oh, here’s what’s to come. Where did I leave off?

Right? So it’s just super simple.

Bingo. And it’s like and any and it it don’t just think delegation.

Like, as a business owner and a freelancer, you’re by taking this approach and systemizing everything, you can not only delegate. You can automate.

That’s that’s, like, people think I delegate everything. No. You can automate a lot of stuff. Even mundane stuff like like like uploading receipts.

Okay? Like, when a receipt comes in, before I used to download the receipt, put it in zero, upload it to Hub Dog. So I I looked how can I how can I automate this? Okay.

Step one as the receipt comes in. Step two is I need to set the hubdoc. Step three is I need to upload it to zero. Okay.

Step one, I can I can use a filter in Gmail? Perfect. That’s gonna send it to hubdoc. Because Hubdot creates an email.

But how am I gonna get it to zero? Oh, there’s a plugin. So if I install the plugin, so now I create a folder, receipts come in, and it takes care of the process. Now that’s off my plate.

And before that, you’re then people argue well, hey, that only takes five minutes to do. Right? I’m gonna I have to blur this afterwards because I’m showing you.

But, like, the reality, it is, like, all this stuff that comes in, look at all these receipts.

One thousand three hundred and eighty two receipts.

It that that’s a lot of work.

Right? So by automating the process, it saves you time and it builds up. It’s five minutes here, five minutes here, five minutes here. But if I had it done and I did that for years, just to receive. Who cares? I’ll just upload it. Take five minutes out of I would put on on my daily checklist to do.

I never thought, wait a second, automate it. Three is a system. Here’s a process step by step. Done.

Right? Daily to do check checklists, you can I don’t work from them because you can you can automate or delegate ninety nine percent of the stuff? Right? I just work from from the calendar and I say, here, this is what I work on today. And then I build out systems, and there’s this links to my system that I’m building out. As I work through it, I document it. It could be video or steps or whatever it is, and then at the end of it, it’s repeatable.

Right. That makes sense. You know, not just the delegation, but the automation huge because you’re essentially just getting back more of your time so you can kinda compound that to whatever you wanna do.

And don’t discount those small things because as a business, especially when you get busier, those things add up. And it’s, like, you can treat this as, like, I’m turning this into, like, the authority status. Like, this is just a con bond. But if you notice here, this is like launch sub stack evergreen funnel. Right? Even each of these is a how to launch an evergreen funnel. And in here Right.

Those little things do add up. Like you said, even just receipts, be like a death by a thousand paper cuts kind of thing, you know.

Exactly. It’s you’d be surprised on the stuff. Right? You wanna automate as much as you can.

Because that stuff is gonna get you in the end. That’s why people get stressed. Right? And then you’re focused on working in the business.

That’s the biggest trap that business owners I don’t work in the business. I work on the business. My job is to is to coach and train my team. That is my job, period.

And and how I do that is, like, I create systems.

Right? And I and I allow them to make mistakes, and I mentor and coach them. That’s it. They run the business. I’m not involved in anything.

Right? And that frees up my time to spend with my family to do stuff I enjoy.

But I wouldn’t be able to do that if I didn’t have a system. It took a while to get to that point. Like, I’m not gonna say it’s easy, but when you make that mental shift and everything you turn into as a how to guide, you’ll start to see opportunities.

Right?

Does anyone at is that is it making sense overall to everybody?

Certainly. Yeah. No. Really well put too. For some reason, I’m just trying to get across in the robotic system with bridge now.

Yeah. It’s like this thing it’s think project because it’s the same it’s the same concept. It’s there’s no difference. It’s the same outcome.

How many of you you’re told, build a gantt chart, build a gantt chart, do an action plan.

Do a con bond board, do a work breakdown structure.

There there’s so much missed opportunity with this stuff.

It’s the same thing. It just create a system. They all achieve the same outcome.

Right? This is just the what? This is but you gotta dig in deep the how because I can’t delegate this. I can’t delegate a gantt chart.

I can delegate system.

Right? Because now there’s individual processes on how to clean the sink, how to clean the floor, how to do the bathtub. Because when I was cleaning it, I said step one, fill it fill it with a and people are like, well, you know what, why would you do a soap? This is a great analogy.

Why would you do a soap on filling a sink? Okay. If I said to you fill a sink and I said to another person fill the sink, you’re both thinking different things. I want the sink filled halfway with warm water, that I want a cup of cleaning solution.

Right? Just if I said you build a house and I want a house with two windows, I want, like, you’re both thinking different ways. So as mundane as you think it is, by thinking like that, you you get consistent results. Right? That and that that’s another is predictability. Right? It’s consistency, which is huge.

That is huge. Like, that makes me think of, like, when you talked about the sink, my wife, she does, like, training stores and fast food industry. So she goes into different stores and teaches them literally systems like this kind of like you said, literally, I think there’s a sync SOP for them. There’s an oven SOP.

There’s all all the systems, you know, Bingo.

Those are systems. People call them different things, soaps, whatever it is, but there’s they’re they’re step by step. Instructions on how to do something detailed so that you have consistent results. And once you you get it to that level, then you can delegate or automate because It’s all about achieving a specific outcome, right? That’s, but there’s a process to achieve that. You gotta figure that out and document it. That’s your job as a business owner.

That is your job to grow and scale is to is to create systems and systemize your business. It’s not to do the word. You can’t do both anyone who tells you you can do both is wrong. It’s impossible.

Your job is not to do the work. Your job is to work on the business, and you work on the business by creating systems, and then you can delegate it. You can hire people. Right?

Or even better, you hire people to to create the systems for you. You teach them this method, right, and then you hire a bookkeeper and then you make sure, like, I got burnt with that. Like, years ago, we had a bookkeeper and he left, and I was screwed. He didn’t document anything. And I was like, what what am I gonna do? And I learned from that quickly.

Right? So now you hire someone. They do the systems in the knowledge base. So if he leaves, who cares?

Fill in the blank. I hire anyone. Anyone can do it. I can do bookkeeping now.

Right?

Any questions on that?

I’d love to almost take the work of building out how to and then showing it to you, Jane or whatever that version is because I think it’s the getting confident in that behind one of the non negotiables.

Whatever that first one may be is What’s the deliverable you’re working on?

Sorry to Yeah.

I was just about to say. Honestly, it’s been one I think you shared on Slack.

How to extract all of your emails and contacts from existing inboxes to create an email list. Like, this is something that I have wanted to do. And I’m like, well, you know, what if I really have the need for that, then I’m it’s likely others because starting an email list is one of the hardest things.

To do. So where do you start from? So I’ve now been thinking, well, I should just make a how to you guy for that.

Bingo. That’s the first step in the process. You got it. You just now you’re thinking like a system, and that’s gonna be in your knowledge base.

That’s on the start. Create a new note. Literally like this. Creating a note, and and and don’t that’s the problem.

People make mistakes. Just start with this how to and bookmark this and just work from it. I’m gonna do this, then I’m gonna do this. Oh, no.

I’m not gonna do this. I’m gonna change this up. And by the end of the project, you’ll have a system.

No. Same thing. There’s no difference. People, instead of a gantt chart, now you’re creating a how to god.

And now you can delegate it. Ask for feedback. That’s exactly what you need to do. That’s step one.

Right? Use the and then how you do that, there’s different ways. Like, you wanna do a video? Sure.

Do a do a video, I’ll be doing it as well. Right? We use videos. We use checklists.

The the best ones were if it’s not too long enough as a video on a checklist. Right?

Just to make sure that there’s, like, your your processes there. But but your job is to is exactly what you said. Your job is to create these.

Create these or hire someone who knows this stuff better than you to create them for you. And then the test is that you can do it. Right?

If if my grandma should be able to sit down and do this.

Right? And then you get to that.

Like, when do you start to bring in people to can help you shortcut. And I think that’s what I keep going back to.

Like, hey, I could Google, I could learn, I could do the work of extracting, but then I think there’s that point at which finding people you trust, obviously, because there are always gonna be sensitive areas of your business.

Yeah. Twenty four years old. He manages a six hundred thousand dollar business by himself.

He when he first started working with me, He has no marketing experience. None.

J r, the I did a seminar on with copy hackers on how to do, AI, write articles guess who who came up with it. He’s in charge of it. Like, these guys, he has zero.

He didn’t even know what marketing was. But, like, he just got he got taught on the systems. Like, you I know these they do amazing work because they’re they follow clear processes to do it. It’s do this, do this, do this, do this, and I manage the process. And I and I define success by outcomes. I don’t care when they work. Complete effects of flexibility to work when they want.

I gauge them by outcomes, and I gauge them by following a proven process. That’s it. And once you create those, then you can delegate anything.

This is proof. This this is, like, I I I don’t know what they’re doing. The agency side, this is a million dollar business. I have no idea what they’re doing.

I I’m not even part of it. Val, this this guy right here, he runs everything. I have no idea what they do. He reports outcomes.

That’s it. And then I’m on our cash flows, and I work on systems.

And the end result is an amazing service for the client because that’s so important. Right? And I focus on client relationships, key client accounts.

I I focus on what matters.

They they work on him in the business. Val’s my integrator. This guy’s a genius. He what he didn’t start like that.

Well, he’s been a genius. He’s not I don’t want he is a genius. But he didn’t have the experience, like, to go into it. He just learned off processes.

Right?

And how did you find these people? I think that’s the other thing too.

Like, how do you build that start with one.

Start with your start Jeremy’s been with me for, like, that’s been with me for fifteen years. He’s been with me for, like, Jeremy’s been with me, like, six. J. R. Was hired because he’s his friend.

You know, start with one person and then build out your start with little things.

Right? Build your hire an assistant, and when you’re hiring your assistant, you just put them under operations. Right? And start with your first how to. Anyways, think think of admin mundane admin tasks that we do every single day. Turn those into a how to guide.

I love that. So where would you recommend going to find that one first person to to start, like, I mean, because I’m thinking back to the previous call.

Where Joanna said, like, hey, if you’re having a hard time building out your content for LinkedIn because whatever that may be, then then hire an RA And I’m like, now I’m going, well, I wanna find that person to start testing the building, the systems, and sort of offloading some of the work that You know, it’s slowing me down because it’s one of the areas that I need to be focused on, but don’t love it. I don’t love doing LinkedIn posts, to be honest.

You can automate that. We can delegate that out a hundred percent, to be honest. Like, I don’t easily like, the the I’ve been burnt a couple times. Like, find it’s not it’s hard to find someone that’s really good that you can trust.

But once you do, I’ve learned, like, you you take care of them. You you you give them, like, training, which is which is the systems, their proven processes, like, Jeremy loves direct response. It’s like he loves learning. Right?

You take care of them, you reward them, you let them make mistakes, and then you just you they stay with you. Right? That’s the biggest thing that I’ve learned.

And how did you find that? Like, where did you, you know, in that process of trying to get that person who starts, let’s say, for eight hours a week?

Jeremy was like, who is it the first one? Vit Vit started on this is like so Vit contributes to the WordPress core. Okay? He started when he was with me. He was twenty two years old. And I think he was, like, I was looking for, like, a freelancer to do some WordPress stuff.

And he was, he was out of the Philippines. He’s been with me for, like, god, fifteen, twenty years. I’m godfather to his kids now, but it was building that relationship and and building them up, building them up, building them up, building them up, building them up, and then just helping them succeed. Right?

You you that’s probably in a nutshell. You help them succeed and and achieve what they want, you give them flexibility and stuff. And and I did that with systems. I wouldn’t be able to do it if I didn’t.

Right? We have a whole thing on WordPress support. We’re launching WP total care. Very soon.

Right? So here’s the board. I gotta make sure they they do all this. So here’s the board.

Here’s the system I’m setting Our goal is a is a hundred thousand active customers, a hundred million annual revenue by two thousand thirty three. That’s a bag. I’m not gonna say we’re doing it, but that’s the goal. And this is a system.

Right? Each of these rocks is a is gonna be a process. Here’s my q my q one rocks This is this is a system, and all of these are my deliverals I’m gonna do. I’m gonna create the website, I’m gonna do the pricing plans, I’m gonna do the services, the plans, And then I’m gonna take this, and I’m gonna delegate it out completely. And then I’ll move on to the next business.

Rints and repeat.

And where did you find the people? Did you find, like, you went to fiverr or Upwork?

Yeah.

Up work, you said, Johnson?

Yeah. Yeah. I’m I’m using it right now to hire someone for the social media side of things.

Yeah. And how are you vetting them in a way that, like, obviously, they get good reviews, etcetera. So I think because it’s I’m I’m on that same camp. I wanna find somebody. I I want I wanna kinda build that rapport quickly because it’s time to find and hired.

Yeah.

I mean, you got, like, you you’re gonna get ten, twenty proposals to your to your job.

And usually, I think it’s fine to just shortlist down to two or three.

And give a test project and just be willing to to spend some money to figure out who’s the best That’s really cool, John.

And can I share can you share a little bit about what you’ve learned out of the process that you’re doing going through right now?

Yeah. Yeah. Sure. Watch out for fake accounts. There’s a ton of fake accounts. It’s kinda crazy.

Watch out for AI generated proposals. They’re really I think they’re quite easy to spot. But if they’re not easy to spot, then at least they’re doing a good job in their, in their prompting.

And yeah, I’m hopping on a, a video call with each of them before I explain the test project just so I can get a vibe from them as well.

And see if see if we’re a good match.

But, then what I’m doing is sending, a loom of me creating a carousel for LinkedIn explaining to them a little bit as I go, and then asking them, giving them a new script and asking them to, to follow that process, and, and see who who who basically does better.

I love it. And a quick question, how you considered the idea of finding somebody who already is the expert in all things LinkedIn or are you looking for somebody who you could train on that?

I think there’s a lot of VA’s now who are have some experience on LinkedIn, and I think it depends a lot on your strategy.

If you’re totally cool with kind of like, just slowly growing the account and and your followers and, and, being too too, overly worried with it at it, then I think you can get by with someone who’s just a decent virtual virtual system. But personally, I think that then you miss out on a lot of the, kind of extraordinary opportunities that can come out of of, the the the networking process of of LinkedIn. So I I still wanna be kind of top level the one who’s responding to comments, the one who’s leaving comments on posts, for the most part, but either the majority of my work on LinkedIn is is in the the designing of the the carousels. And so I I just wanna make sure that that takes up as little time as possible.

Yeah. Yeah.

But I did think about running all of my previous comments through it, like, into a, an AI assistant in playground. And using that to see if it could generate responses that sounded enough like me that I could hand that, that bot over to to a a virtual assistant, and then they could just, respond on my back.

Yeah. It’s interesting.

I looked at Tap Leo, and I I’m not sure if I’m gonna continue with it because I was doing a one month on it, and they do have the ability where somebody where they don’t have direct access in your LinkedIn account, they can potentially write posts and send them to you and then you can review them and then schedule them or It’s Yeah.

I don’t think Tapair is really I don’t it’s okay. It’s it’s but I don’t think it’s great. And I think it would just be better better off, personally, training a virtual assistant to who who gets to understand you, your process, the stuff that you’re interested in, and can become like a, you know, a partner in writing.

Yeah.

What one of the things to do is, like, there’s there’s two types of assistance. Right? There’s, like, what I do is you have it doesn’t once you create your process, a step by step guide, it doesn’t matter who you hire, to be honest. You can as long as the the outcome is there and you teach them how to do that, anyone can do it.

But there’s the other type of hire is to send them a video and say to them, take this video and create a step by step process from that video, and then have them send you the soap.

Right, because ideally you wanna hire someone that is capable of doing that, right, to help you set up these systems and automate.

And you’d be surprised on on it it it seems simple, but it’s not for people to think like that. Right?

That’s worked well. Like, we did that for optimizing WordPress page speed. I sent a video and asked people to to, turn that into a soap. And then we they sent the soap. We paid them, like, a hundred bucks. It and we didn’t have them do all of it, but, like, a couple of pages, and then we we hired based off that. Right?

That’s really interesting.

Yeah. But don’t but I’m I’m like, if you get freelancers and stuff, like, Most of the stuff, like, if you get how to guides, you don’t have to worry about, like, who cares if if they’re freelancers, they’re gonna come and go. Don’t wanna work with you full time, have them. Right?

Or you don’t have them could be outsourcing it. I don’t care as long as they follow the process. It doesn’t matter to me. If you’re gonna hire someone like a virtual assistant and you you wanna mentor them and coach them, Right?

Do what I do and and sort of test them.

Yeah. It’s so interesting because I hear the two sides of Hey, you could put higher than knowledge base of somebody, let’s say, in a specific expertise domain area of LinkedIn.

And you could have them do some work for you then help create SOP for you to follow.

If that is something that they would do.

And then from that expertise, you can learn and do at the same time and create some how to for or yourself.

And then eventually you could hire a VA, you know, to help you keep the longevity of the how to going of LinkedIn posting. I mean, I’m I’m I’m thinking this all out loud as I go because LinkedIn is the bait of my existence.

I do not like it, but Take a course, document the process on it.

There’s there’s your process. And then as long as you achieve the outcome, You good? It’ll change over time, but your VA will, like, like, Jeremy knew nothing about GMB before that. Now he’s an expert.

That changes so fast that overnight, like, anyone who says they know everything about anything is is lying. Like, it’s impossible and just changes so quickly. But that’s where that’s the opportunity. You get them to update the guides, the soaps, whatever you wanna call them.

That’s their responsibility. Right?

Yeah. And if as long as the outcome’s the same, but I a lot of people, that’s the screw up too, is people don’t get clear on what exactly what they want.

Right? As long as you’re clear on the outcome, how you get there can change over time. But but as long as you’re you know exactly what you want and what success looks like, you can figure out how to get there. You can create a process, and then you can document that process. Then you can delegate and automate.

I also wouldn’t be worried about getting it, like, I wouldn’t worry about optimizing that process too much either. Like, it’s such a messy experience, social media, and and growing LinkedIn, and Like, it’s it’s not gonna be, like, it’s it’s it’s never gonna be perfect. And I think what’s most important is just, like, getting the right attitude, getting the right system.

It might be do this though.

Like, here’s the that’s a great question. So here’s the the social media. Right? So you’re whenever you have them do something, you’re linking to the system, and this is a living document.

This how to guide is a living document. So every time he goes in and he optimizes his GMV profile, right, it may be different. And if that’s the case, then he just updates the step. So this is a living, breathing document that’s assigned to him.

So step one, this may not be relevant. In a time. Okay. I’m just gonna update this. I’m gonna update I’ll remove this step. I’ll remove this step, but you’re always working from this document.

Does that make sense?

And that’s that’s the secret. Right? That’s one of the the the ways that you you systemize your business.

I love systems. Yeah. It’s just the how to and what system to start with.

And How about we do one together?

Do you wanna do you and I will work together and we’ll start I will I’m gonna put this together because I wanted to use Joe’s that was relevant because it it is a bit of a mindset and it’s a shift, but I wanted to do this as an example, but I’ll let me work with you on that. Will pick one of the things you’re working on, and then you and I are gonna organize it, and that’s gonna be your very first system.

I love that. And then you know what it’s gonna be? It’s gonna be my email list.

So how let’s break that down. So what is the what is the outcome that you wanna achieve?

Well, I mean, I’m so curious how many latent emails I okay. Yeah. It’s a good question. So first of all, I’m gonna walk through what’s on my mind. What what number of emails do I have that are potential opportunities within my Email accounts.

You’re gonna segment your list.

That’s the first step.

We’ll extract my list first.

You’re gonna extract your list, then you’re gonna segment. Then what’s next?

And I’m gonna segment.

And then I’m gonna Define segment.

What are you segmenting by?

Well, I’m gonna leave that one for a second, but I think what I’m gonna do is I’m gonna check to how clean the list is.

So you’re gonna clean your list first. So that’s the first step.

And then check deliverability somehow. Then I’m probably then gonna segment my list on what criteria?

Maybe, we’ll figure that out as we go and we’ll document it.

Six. So and then six is, okay, taking that list and then setting it up with an email marketing platform.

There you go. Now you have now we’re gonna document that, put a how to, whatever the outcome is, and then it’s a repeatable process. So now you can do it if they ever come across that task again. And that’s an evergreen task, meaning that it’s never gonna change.

The tools may change, but the you’re still had a segment of list inside a segment of whether to use a tag or what it is. Right? And now if you wanted to, you could delegate that to someone and say segment my list, and then I’m gonna send this evergreen campaign from this list, and now you’re gonna have a how to guide on the other you see how it all connects?

Yeah. And I think the question too becomes how do you I’ve always wondered how you take personal emails to your personal inbox and then clean them and make sure you can deliver to them.

We’ll figure that out and we’ll create a we’ll create the anything like that Yeah. Is a process that you that you can do anything. It’s just there’s a process. You gotta figure out how to get that and you gotta document that process. We’ll figure it out and we’ll document it as we go. And we’ll save it, and that’s the first thing that’s gonna be in your system.

I love it. That’s my that’s my project or my system.

Well, it’s it’s one of the piece, and that’s related. So so the the trick, and I think what Joe’s what she wants you to do these daily these daily things because it’s it should be part of your your overarching goal. Like any of these non negotiables need to support a goal.

Yeah. Okay. They they need to, like, the related to the health. Like, you focus on the twenty percent that is gonna help you achieve eighty percent of your goal. We all have a goal to achieve celebrity status. All your non negotiables need to support that.

Right? And they’re gonna be subsets of this.

And that’s the question of where you’re and then I don’t know the to it is like you said. Okay. If I have that email list, how many of them can I actually use? How many can I potentially put into a newsletter or email to drive sub stack? But when I have that email list and I have a clean deliverable I feel like there’s a a sense of, you know, knowing where I’m at because everyone talks about re algorithm could change from a social media perspective, but you always have the bankable, you know, email list that could convert into paying at any time that you choose to do maybe a course or a webinar or etcetera.

So that’s kind of the work But Can I can I give you an opportunity?

Yeah. Talk to Joe about creating a course on how to launch a sub stack newsletter.

There’s there’s opportunities everywhere because that’s what the course is. It’s a detailed step by step how’s you guide. And anyone can figure it there is a process that you need to follow. It will change.

Yes. Technology changes. I get it. But if that happens, it’s little tweaks.

That’s the opportunity.

Right? You just said two systems to me. You said a system on how to segment and clean your email list and a system on how to launch a sub stack newsletter. Yeah.

There’s opportunities for both of those. It’s what you do with them afterwards. And if you don’t document and do what we said, you don’t have those opportunities. Yeah.

You see the difference?

Yeah.

Think system. So do that. I I would do that. Of course, if it’s a good course, you gotta learn how to do it anyways. Correct me if I’m wrong, it’s not gonna do itself.

Yeah. No. That completely reminds me of something I’m working on with a fellow marketer. It’s like, we’re reaching out to some chiropractors and physical therapists, and a lot of them have, like, large lists of people that haven’t come in for, like, an adjustment or, like, just kinda touching base to see whether at, like, mentally wise or health wise.

And one of the things we’re working on is, yeah, learning how to clean their list properly so then we can, a segment to people who haven’t been in, like, six plus months versus people who haven’t been like a year out, you know. So it’s like, obviously, the people that are year out are gonna need a little bit more nurturing and things like, hey, you know, these three reasons are why it’d be great to come in. Here’s a fifty percent offer. Take your first one free, and then we’ll give you what whatever the offer is.

The offer is still being milled over. But that exact same thing is where we’re starting. So it’s like, I’d love to get on with you guys more about, like, the the scrubbing and the email things like that because that’s, like, one of my main focuses for sure.

And one of you need you need process. I’ll tell you why. Because in Canada, you have to segment if they haven’t contacted you within two years, you can’t email them. Oh.

But you need a process that that’s why you document it. Right? And it and you in it the outcome is to send okay. Let’s talk about the outcome.

Your outcome isn’t to is to segment and clean an email list. Your outcome is to send a segment and keep clean an email list in Canada or you could have three different soaps depending in there’s Europe, there’s a different process.

In Canada, there’s a different process, the US has a double opt in. It’s implied consent.

You have to have these processes. You have to document it because you’re gonna get in trouble down. You can get sued for that. Right.

If you don’t have a process, what are you gonna do?

And nobody has it ask anyone. Hey, do you have a process on, like, sending an email list in Canada? I do. They don’t. So what you’re sending you mean you’re emailing people? You know, you’re not following a process?

Now we’re just going in swinging, man.

That’s and that’s what people do. They figured out as they go, which is good, but you don’t they’re not documenting it, and they’re not saving it.

They’re doing themselves in justice because they’re missing out on an opportunity. Each of these is an opportunity. Every single one of them.

Yeah. And it’s so true. No. And where are you based?

I’m in Oregon, North America.

Yeah. And that’s the I think doesn’t Canada have double opt in too?

No. You have to it’s over it is, but it no. No. It doesn’t have double opt in here.

It’s, like, over two years. If they haven’t taken any action or contacted you, you can’t email them. And then they used to have implied consent, but it’s only implied consent if they schedule the the console. Like, if you and that doesn’t involve text.

There’s a whole different set of rules for texting. Just because you schedule a console doesn’t mean I can you. I can email you. That’s implied consent.

Text is double opt in. And it has to be within a certain, like, there’s certain rules. You gotta document that. Right?

Right. I love that idea of, like, you do. We do. Like, there was a really good realtor in, when I was working in real estate, she would train her team and she had crazy systems like that and want her very first system, which is you do, we do, then they do. So it’s like build that system out, do it a little bit together, and then they’re just fully on their own, which it sounds like exactly what you’ve you’ve done, Shane.

You need to. And if you don’t if you wanna start hiring VA’s and delegating and stuff, you need to systems. You need to literally have your business run on how tos.

And then and then you’re not managing you’re setting them up, but then you’re the person that you’re hiring to manage these, you put it in their job description that they’re responsible for maintaining these. Right? And just by the nature of doing it, and literally they work from these when they do the task. Like, they have this open, and they’re like, check, check, check, check, check.

And as it changes, they’re updating it as they go. So it’s always it’s always a living document. Right?

I set up any evergreen funnel. Step one. Check. Check check check check check. Oh, this worked.

I’m gonna update this. Right? I’m gonna do this. Love that.

Yeah. This isn’t working very good. This is killing it. So let’s just replace this with that.

So You got it. And now it’s a living document that was always there, and then it’s like, and that’s this is a course. I could easily turn this into a course. I could easily turn this into, a a bunch. I could do so much with this. Right?

Yeah.

It’s funny how it’s still, like, reminiscent of, like, building out pillar content, if we build out like a newsletter, then you can sort of repurpose a portion of that as a blog or as a YouTube short or or as whatever it is, but there’s the same similar methodology with the system going into a course or if you have a process, yeah. If you have the process.

Right.

If if you treat each one as a system and a how to, absolutely, you can. And that and that’s where you have the opportunities. Like, it’s and then eventually you can do what other people do. Like, they’ll hire other people to build the systems for them, which is, of course, Right?

The you hire someone to build a course. You’re hiring them to build a system. Same thing. You’re just gonna sell that course.

You can turn it into a product if you really wanted to, but you’re gonna have them document the whole step, a to z. Because that’s gonna be the course.

Make sense?

Yeah. Totally. Love that way of thinking about it too, for sure. Definitely some mind opening stuff there?

It is a my I know it’s a shift and I was trying to, like, I was trying to figure out, like, what’s the best way to do it.

And I think another way is my like, I’ll work with you manique, and we’ll we’ll start building out your system step by step.

Starting with what you’re working on, and we’ll use this as a plan. And then that’s gonna help people sort registered as well. Okay?

Yeah. This is great.

Did it make sense that it came across? Like, I was hoping I was I was struggling like, how can I explain this? Like, I was trying to get across, like, because I know it’s a bit of a mind bend when you something versus a system versus like a plan versus a marketing plan. It’s a subtle difference, but it’s a big one.

Well, and I think it’s even discovering within the how to guide that there are going to be areas where And I keep going back when somebody asks you, like, oh, how did you do that within the obvious thoughts, odds of where you’re doing something?

Then that becomes another how to guide as well. Right? Because that expert curse, you start to forget where your knowledge is is just automatic. And then the other moments where you have people say, oh, how’d you do that? Then that becomes the chain, you know, and and it’s sort of like embedding those in places that, essentially, it starts with an idea. Like, my idea is I’d like to get an email list for what personal contacts and start the process of cleaning them and segmenting them and then selecting the right service, email marketing platform, because quite honestly, there’s so many of them. It’s they’re so expensive if you don’t pick the right one, and it’s super confusing.

And I feel like the process of even selecting an e email marketing platform is, of course, in itself, Yeah.

What’s the last Nolan, what’s the last deliverable you just did with the client?

We were working on a It was a marketing business who markets to cash based physical therapist, which I didn’t even know was a thing. So their thing is, like, in ninety days or less, we’ll get you thirty k of revenue where we work with you for free.

And, yeah, that’s what’s Well, what did you create for them?

Like, you created a website? Yeah. So if if I asked you to hand me a step by step how to guide, could you do it? No. That’s that’s the missed opportunity. Exactly.

What you just told me I didn’t document it.

Exactly. Now it will.

Next time, you better believe I’m gonna be recording.

That’s huge. Yeah.

Exactly. If you do it anyways, people do it anyways, but they have a project mindset. There’s a start and an end date. Wow. That’s not the way to look at it.

It’s like, no. There’s a bridge or whatever the house, whatever you wanna build metaphorically. We’re coming back into it, you know.

You got it. Bill that. You got it.

That’s I don’t know why.

Maybe it’s because I watched Lord of the Rings recently. I keep picturing, like, this medieval, like, three foot long river in, like, this whole family jumping over, jumping over to get to their house every time. But it’s like, no. Just build the bridge or the bakery or whatever this system is because it’s gonna be repeatable scalable regardless if they’re infants that can’t jump it, elderly people. Like, it just needs to be easy, reputable, and scalable. Exactly.

Yeah. And you’re doing it anyways. You’re you’re you’re you did that anyways. All you had to do was instead of that project plan, just work, and it’s so much easier. You have a page.

I just don’t build the bridge. I jumped over the river, like, oh, there’s not gonna jump back. Yeah.

Yeah. No. And it would be so interesting if you could do a Loom video pretending that you started from beginning knowing what you know and just do what you did on my video.

As you go, you’re moving somewhere. What you and I just did? Same thing. You’re moving stuff around.

You’re like, start, and it’s a living document. You just link to that living document and you book time to work on it. That’s it. Right.

You you’re struck, and that’s your daily non negotiable. I’m gonna spend one hour a day working on my email list.

And then you’re gonna wait two minutes.

After this call, but, like, what did I do since I’m still kind of working on it? So it’s still very fresh. Obviously, had I been doing it as I was doing it? That’s ideal. You know?

Exactly. And then your documents Right.

Then in there, and you’re like, oh, this kinda suck. Oh, this worked really well. Now I’m kinda like, Did that work well? Did I go back? You know? Yeah.

Well, and then you could take the transcript of you talking through the video and turn it give it to chat GBT and say, turn into a step by step process.

I got it. You got it. Now you’re thinking. Record yourself. I do that with little mundane task. And I and I transcribe it and I turn it into because you never know.

Right? Yeah. You never know. And before you know it, you’ll have hundreds of little how to’s in their evergreen. They are never gonna change. The process is always the same.

And then you step back.

That’s my goal. I’ve gotta learn how to do this.

Well, we’re gonna I’m gonna work with you on it.

I’m gonna work with you on we’re gonna you and I will spend some time and we’ll work on the the pro because it just so to reinforce it. And we’ll start building out the first thing is to build out your knowledge base. Right? Have those three folders, operations, your finance admin, and then your sales and marketing. The the the operations or the sales and marketing and the finance admin, those are your core functions. Those support your operations, and your operations is delivering the service.

Yeah.

Right? Then make those distinction, and then you’re good. And this create how to guys each of them and then you’re golden.

How to invoice a client, how to there’s a process for that. Right?

Oh my god. How to build proposals?

Bingo.

And then you can you can outsource that and delegate. Here’s how to build a proposal? Okay. Let’s let’s think like a system Okay? Let’s let’s do a discovery call with the client. Let’s create a story framework.

Let’s ask those questions in the same steps as the story framework. Let’s take that, transcribe it, and then let’s you see what we’re doing. We’re creating a process.

Yeah. I know.

I just had it And then let’s send it to design.

I just had this whole conversation with, people who, you know, are trying to negotiate payment terms, for example, and have the conversation about, you know, you’ve gotta put in and I’ve told them, like, you’ve gotta make sure that you put on the interest if it’s, you know, so that If they don’t pay, you’re not getting mad, accounting them. The the reality is is, you know, it’s passive income until you get paid. Now granted you wanna get paid the full amount, Like, I never thought about that, but there’s all these nuggets that are in us that, you know, are able, you know, to be shared.

Like you said, even on a invoice. Like, what are the key things about an invoice that are gonna protect you, for example?

Ask anyone in the group, hey, sending a proposal. Can anyone send me their step by step process and how they do it?

Yeah. It’s all in their head. Yep. Right. And that’s a missed opportunity.

Yep. And then that means okay. They may function in their head. But they can’t they can’t delegate it. They can’t automate it, and that’s the trap. Because once you get in the trap, you’re working on the in the business.

And if you’re working on it in the business, you’re screwed. You’re gonna it’s gonna lean to burn out.

You’re gonna There’s gonna be so many hours in the day, you know.

Exactly. You got it.

But ironically no one has I need a system for my client outreach because it’s definitely in my head, and I gamify in a Excel spreadsheet, but I need to just have it systemized.

Like, Yeah.

Oh, yeah. I would know and I would definitely, hey, we can cheat. We could be like, this is my how to guy. I’ll change it. It becomes a exchange retailers out to you guys.

For sure. Yeah. No. And it’s fun because you can kinda gamified, like, all my conversion rate sucks with this kind of business, or it’s like my I need to work on this portion of it and you can kinda see I can see that being implemented in the system and being like, okay. This sucks. We’re gonna scrap it or consistently trying to hone in on it and just make it more.

Even ask if you ask anyone in the group, like, your social media say, well, does anyone, like, post on social media? Yeah. I do. And then ask for the step by step how to guide.

They won’t be able to give it to you. And the missed opportunity is that you can delegate that stuff. Well, no. I’m not gonna do.

I’m looking for a VA, but you’re looking for a VA. You don’t have the process yet. Build the process and then hire your VA, and then now you have something to gauge the success by whether they’re they’re doing a good job or not because you have a proven process.

Yeah. It’s all about that for sure.

Yeah. It’s simple. So okay. I’m glad you guys, like, it’s I was trying to okay. It it is helpful. It it came across. Okay.

Very, very well spoken.

I think Yeah.

I’ll work with you, Monica, Monique. Sorry. We’ll we’ll we’ll work together, buddy. Do you want Nolan, I can work with you too, buddy. If you wanna, like, work on some.

I would love that for sure.

And we can both start with the with the authority plan.

Like, just looking at that, and we’ll start with one of the deliverables.

Like, what do you What’s the first thing that you’re working on, Nolan, for your authority plan?

For me right now, it’s like my productized services because I have a couple clients that I’ve worked with in the past, and they’re like, was trying to negotiate, and I know everyone wants to pay down here to get up here. So it’s just like I just wanna have my services out there and like, this is what it is. If you want it, great. If not, I don’t I don’t really like to negotiate things like that. It’s, like, I feel like they disrespect my business at that point in time, and it’s, like, I don’t really wanna not that I don’t wanna work with them, but it’s just like, I would prefer just being, like, This is the price set in stone, and that’s it. Okay.

So the outcome is, let’s use a framework. Right? The outcome is that you wanna productize a service in your in your company Correct?

Right.

Now to get to that point, the very first step that we’re gonna need to do is you need to look at the services within the past couple of years that you’ve delivered and you wanna focus on the twenty percent of services that generated eighty percent on your your revenue, the high ticket stuff, okay, or the stuff that you’re frequently delivering.

That’s the first step. Then once you know that, you can identify the product that you’re actually gonna productize.

Then the second step is that the actual process to productize that service, and it just so happens, Joanna has a really cool course on that. That’s your process. And at the end of it, you take that how to manual and you productize another service. Then you can’t dispute.

Course is that?

I I don’t know if it’s launched yet.

Ryan’s doing it right now.

Sorry. Is it right? Yeah. I think he’s I think he’s doing it right, but that’s what he’s doing.

Oh, the productized service one.

Yeah. The productized service.

That’s Oh, yeah.

Good call.

That’s your how to guide.

And we can we can build that out and then document it. But then we’re also gonna have to get into let’s let’s look at something else you’re gonna have to automate. When part of automating your creating product high service is finalizing your sales funnel.

You’re gonna have to create a sales pipeline. You’re gonna have to do your marketing funnel.

Those are systems you’re gonna have to create.

Right.

You might you have to document them. Right? And then you save those to your knowledge base. Now you have four different how to guides So as simple as that.

So open up a Google doc, literally name it how to, and then link to it from your the plan that Joe has, the authority plan.

Are you working on that now?

Is that when it’s due this quarter?

I believe so. Yeah.

Is it? So put it here. Literally do this, buddy. You do this as, like, literally do this. It’s so, like, don’t over complicate it.

So say it’s in the shop.

Literally do this. How to productize, you know, a service, and then link to the how to document, and then you just and then that opens up and then just work from it. That’s your perfect plan. Figure out as you go.

I’m literally doing that after this, call.

You see how simple that is?

And people do, like, hand charts and you wanna sit on the email one, because I would love productized services the next thing to do.

Honestly, like, I feel like once I have a productized service, and that email base, they kinda are together starting point.

That’d be the only one without the other. Right? You’ll need the you can’t do one to figure it out. Yeah. Exactly.

Yep.

So I’d know, and I’d happily go in, like, if we wanna sit together and do the email and then prioritize service, that would be to really great how to guys, I think, to get me going.

Share the plan. You guys share this with me both of you and then and then figure out the trick is in each quarter.

This right here is a process. You can’t do what are you gonna do in q one? What are you gonna do in q two? In q one, you’re gonna productize a service.

What you’re really saying is you’re gonna create a step by step process to productize the service. And the end of it, you’re gonna have your process documented. What are we gonna do in q two? Well, you’re gonna sell and market that.

Right? That’s and that’s what Jill’s trying to to teach you guys, right, each to look at it that way.

Right. And then don’t link, and you’re oh, it’s so simplifying it, guys.

Like Right.

It’s literally just breaking it down to very first principles, like engineering stuff. I love that.

Bingo. And not only that, buddy. Think about it. All you’re doing don’t get caught up on, like, these stupid task management stuff. Like, people time block individual tasks, that’s mind numbing. No.

Just block out time to work on your authority status, link to your the authority on it, and then just work from your online document. Pick up where you left off.

Exactly. You see how long that is. So easy to follow, and that just makes perfect sense honestly.

Exactly. And that and that’s the way to do everything in your business.

And It’s always so over complicated, but there’s this.

There’s this. And it’s like, man, there’s so many opportunities, but it’s, like, really just systemize it, and there won’t be as many opportunities, you know, hone in on what matters, you know.

Exactly. And your project plan is a how to guide. That’s it.

Yeah.

I mean, I’d love to have one productized service by the end of January that I could send you an you know, email list in on social media and just say, here it is to your point, and all I’m like I can help you.

If you want to do the productized service, we we have about ten, fifteen productized service.

As we’ve launched. We make one service makes about a hundred k, a year. So I can help you guys with that step by step because part of the process is you’re gonna have to you you you’re gonna have to have a system to to market it to sell it than deliver the service as well. Right? But that’s easy. That’s just con that’s just can ban. It’s to do doing done, and then you but you automate it, that what you’re gonna need is part of your process that you’re gonna have is like a client discovery, but you’re gonna automate that.

Right? And that’s gonna give you everything you need to build it. And then at the end, the trick with a productized service is not to do it, just to automate it and delegate it.

Right? Your job is to build the system not to not to do the work. Right.

I feel it.

That’s if you wanna scale.

I feel like if we do one productized service to three of us altogether from beginning to end as you describe it, Shane, I would, like, have a massive unlock.

You guys wanna if you guys wanna pick a service, the productized service, I will help you guys. I promise you guys in three months, will you’ll have a fully productized service. I’ll even do to help you guys. I don’t mind.

Like, I I’m all of it win win, like, succeeding in life. I’d like to help people is I will my agency will do the the this stuff. Like, we’ll we’ll code it for you. We’ll do all that stuff.

Right? I’ll I’ll walk you guys through the what we just did on building the system. The end goal will have a complete system on how to launch a productized service.

The stuff like the landing pages and all that stuff my agency will take care of will use WordPress.

We’ll we’ll we’ll do that for you. And in the end of three months, you will literally have a productized service you can give to the students and say, well, I’m gonna I’m gonna start making money from this.

Oh my gosh. That’s it.

But it’s easy, though, guys. It’s but it’s it’s it’s possible and it’s easy as long as you approach it as a how to guide.

Right? Right.

So it’s That’s the productized service.

That’s it.

Yeah. Without those systems, it’s just so overwhelming because there’s so many moving pieces. And there doesn’t need to be that many moving pieces. I know.

Focus on the twenty percent that is gonna achieve eighty percent of your results. That’s it.

I’m not sure if that is yet, but I’m willing to get jump on in So what would be what would be the next meeting type?

Like, where Nolan and I could no.

Are you What would you can send me your authority plans, but send me those authority plans.

I’ll bookmark them. I’m gonna create a system. I’m gonna I’m gonna do what I’m doing. I’m gonna I live this stuff.

Seventy authority plans, I’m gonna create a system to help you guys launch product high service. Okay? Then we’re gonna work from that and and then I’ll show you how the first step is we have to define, okay, we know what the outcome is, and we know what you guys wanna achieve celebrity status. You’ve chosen your one thing.

Then once that’s done, we’re gonna start if you wanna start with a product size service, that’s fine. We’re gonna schedule it out.

And we’re not we’re not gonna get caught up where it’s like, In q one, I’m gonna do this phase. In q two, I’m gonna do this phase. No. We’re gonna say, by the end of q two, we’re gonna have a fully productized service. You’re gonna link to a how to check mark list. That’s it. And we’re gonna figure it as we go.

Easy, peasy. Right.

Love that out. It’s just like simple reverse engineer. Like, what do we want? Okay. Let’s just work a little bit backwards straight lines for That’s it, man. Not branching out over here. We’re not branching out over there.

Think about it two calendars. Like, I’m a bit of geek with time management, about how, like, mind numbing that is when people, like, actually time block specific tasks. That’s insane.

Rate time block outcomes.

Just set aside time. Everyone, well, what is my one thing that I should be working on? My my non negotiable?

What they’re really saying is I’m not clear on on the outcome that I want. I’m not clear on my goals because if you don’t know the outcome or the goal, you can’t you don’t know the process to get there, and that that’s what they’re confused about. Right? That’s the issue.

Right? And then when you block, you time block, you just focus on progress. Today, I’m gonna work on my authority site. I’m gonna open up the how to document, and I’m just gonna pick up where I left off and move to the next step. And then I promise you in three months, you’re gonna have something really good.

Awesome. Love that.

Alright, guys?

Okay. Is it the but it made sense. Everyone, any last questions before we go, I know we always stay longer than it’s, any other any other questions on that?

No. I think it’s just letting it all sync sync in.

Yeah. Let it sync in, and I and it’s gonna really sync in when we do it together and also give everyone else examples of it, including, like, how to set up the knowledge base because you’re really setting up your system on how to run your business. Right?

As well. And we make a here’s another tip. When you’re creating your product type service, you’re gonna need to invoice clients. You’re gonna wanna automate you’re gonna need a you’re gonna need a how to guide on how to invoice clients.

Right. And see how it connects? And before you know it, you have, like, from that one productized service, you’re gonna have twenty different how to guides in each different department that night you can automate or delegate.

Well, I do have a business.

Exactly. Now you’re systemizing your business. Exactly. And that’s the mindset to have. Right?

Right.

It’s a big it’s a subtle one, man, but it’s it’s a big one. Right?

Well, and one of the things that I’ve really been thinking about that Joanna had said is that you don’t actually need a website. You just need a landing page, which is can be within Stripe.

And I was like, that’s a bit of a I don’t even have a website, guys.

Yeah. You don’t even need a website. No.

And this There’s different ways.

And that’s a lot a lot of where I’ve been hung up on my business is the fact that I don’t have a website up.

And I’ve sort of It depends on your strategy.

You don’t need a website.

It depends on I know.

And I think that is in itself a how to guide. Like, by the way, you don’t need a website to have a very profitable business. And here’s how you can have a landing page and a place where you create these services. Like, I think that’s that how to guide is a value alone.

Well, the the the how to guide on that is it’s a it’s so that there is a there is a guy. That’s what we did as partner Right? So we have agency partners we work with, where they white label all of our our work. Right? So we’re doing the work. And but their clients don’t know it, but the work we’re doing is product sized and delegated out.

So I don’t we don’t have a website because I don’t need to because we always have business coming in. And then the the services are all productized, systemized, and then it allows me to do like, I have a lot of time on my hands because it’s I can.

Right? I have two kids, but it’s but it’s building the system to get up to that. Right?

That’s the secret. That’s that there’s a whole that’s that’s what you do. Right? Right?

Definitely working a lot smarter than harder, but like you said, it wasn’t like you couldn’t just flip a switch on it, like, work smarter.

You had to work hard to learn and fail from and no one thinks like this guys trust me.

Nobody thinks systems. That’s why there’s such burnout. That’s why people get, like, frustrated. That’s why everyone’s saying Don’t do agency work.

Don’t do agency work. But you hear Joe say, yeah, do agency work. There’s a lot of money to be made. What she’s really saying is system Like, she’s she you don’t think she has.

It doesn’t have a a clear cut system and processes in place to deliver? You bet she does.

Right.

Right? And that’s what she’s really but people will start an agency, but they won’t think they don’t even have their services productized. That’s crazy.

I feel like that’s you gotta set that up early for your Exactly.

You don’t need custom work, you you just need to solve problems.

Right. Right. This is it. Either you want it or you don’t. If not, there’s thirty million businesses in just the US alone.

So Well, yeah, but the beauty of it is you don’t you don’t need to tell they don’t need to they’re they’re getting an amazing product and because it’s a systemized and you’re you’re ensuring consistent results.

They’re actually getting a better product than this custom stuff. Right? But you don’t have to sell it as that. Right?

Like, when we deal with the clients, we’ll we’ll charge, like, say, like, twenty grand for a website. It’s a proven system that we use. We use ADA framework. You don’t think it’s a step by step process.

They it’s custom, but it’s not. Right? Yeah. That’s the key. That’s the trick. But if you don’t think like that and you start an agency, you’re done.

You’re burnt out. I’ve been there. Trust me. You don’t wanna go there. It’s depressing. I I had depression because of It’s, like, this is years and years ago.

You don’t wanna you don’t wanna go, man. This stuff works. I have a clinic in Los Angeles. I have rental properties an agency, multiple productized services going on, kids, and it’s all systemized, right?

That I’m not I’m not like it’s genius. It’s just just create systems and figure it out.

I’m so excited.

I feel like this is so stuff.

Yeah. I’m I’m really, like, I guess now it’s a question of I’ll send you my authority. I’ll update it.

Then maybe authority site guys, both of you, please, and then we’ll work through it. And then let’s let’s both of us aim the three of us. Each of you guys will have a productized service.

Let’s say you wanna do three months from now this quarter. You wanna do the business quarter?

I would love to do is end of January, like unrealistic?

No. This is we’re talking end of no. No. You can’t. It’s not you wanna So a good rule of thumb is every three months.

So a good rule of thumb is take it deliverable, and and focus on completing that within the ninety days. So then it’s like there’s twelve week here. You have four quarters. It’s a lot of work.

You’ll get a lot done. Trust me. So during q one, you focus on your if that’s what you need to focus on first, I don’t know what you guys do. Like, it may be if that’s what you guys wanna do within q one, that’s gonna help you achieve your status.

Then do that. Right? But your goal is to have that done by q one.

Yeah. Revenue for me is number one before status at this point. Like, I can link I can do LinkedIn. I can build my book, but I feel like, you know, and some of the newsletters, but I honestly feel like the revenue and scaling part of it is the safety net.

If that if that’s the focus on it, like, it then then that’s the how you get there, the process is gonna be different. Like you said, we talked about that, remember. For you, it’s about maintaining cash flow. Other people, it’s not. The process is gonna be different how you achieve that outcome.

Yeah. But we’re gonna work on that. And if that’s what it is, sure, let’s aim for q one, both of you will have a productized service, and then we can start, driving traffic to it. And selling it. Right? So we’ll have to think you’re gonna have to hire a VA. You may have to do it yourself originally.

But you have a VA and then we’ll use my agency, I’ll help. Hey. Let’s I’ll work with you guys on that. We’ll we’ll get you guys what you need on that, and then we’ll have some fun.

Epic. I appreciate that, man.

No. No worries, man. It’s it’s, it’s, it’s, it’s fun when you think about it, man. I get, I get good with this stuff, but it’s, It’s, I love anyways, it’s, we’re good. Any any questions before we go, guys?

I know we’re over Above and beyond everything answered for me.

I know. I just want to say above and beyond. And I think the only thing is if there’s a book that you recommend or something you recommend to just, like, read, or listen to, I would take that in between now and the next time we connect, I guess.

On systems, like sort of creating, it’s it’s not there’s a yeah. There’s a couple I’d recommend. Like, it’s, like, kind of the same approach.

But just remember the the the just focus on, like, Anything you look at you’re about to do doesn’t matter what it is. You’re gonna wash your hands. Okay. What’s the outcome? Clean hands. What’s the process?

Rinse with soap, lather up with soap, rinse my hands, towel. Okay. Now you have a system. You have approvable and approach everything like that. Right.

Making a cup of tea. We’ll put the water on first, then you pour the tea into the ball, then you pour the ball. Yeah. Exactly.

You got it in one turn. You got it.

Maybe that’s the work.

Is this, like, going through the next few days of, like, what’s the outcome? What the in the process is the how to guide?

Bingo, and that’s your project plan. That’s all you’re working from.

Yeah. Yeah.

And then when you you book time out on your calendar and you link to the how to guide and you pick up where you left off. Easy piece. Yeah. You do anything.

Trust me. That that’s, like, over time management is the most, like, overrated thing in the world. Just Like, just block time and work on it. Don’t give yourself deadlines.

Your deadline is q is q one. You’ll reach it. Trust me.

You don’t need to give yourself milestones and all this crap. You’ll get there. Awesome.

I love it. Okay.

Alright, guys.

I’m gonna go make yourself a cup of tea, and it’s gonna be a mint tea that’s hot.

And and have a sheet of paper beside you and think steps. Step one. Right. Step two. Step three. Yeah. And then put that beside it, and then you could say to your children, Go make mom a cup of tea.

Right.

That’s unfortunate.

You got love it.

Exactly. And now you get the perfect moments exactly the way you like it. Right?

Love it. Alright.

I’ll talk to you guys.

Your Opportunity in Their New Job

Your Opportunity in Their New Job

Transcript

Hello, everybody. Good day.

Awesome.

Hi, y’all.

Howdy.

Got Stacy back in the house. Nice.

Alright. Welcome. Happy start of week.

Cool. Today, for Coffee School Pro, one, we’re recording this, so that’s always good to know. Two people are still filing in, so feel free to get settled, grab your water, tea, pens, notepads, all the things that you use.

And, yeah, we are talking today about, doing cold outreach ish the right way.

So, obviously not obviously, but for me, a big thing that I like to avoid is cold oatmeal. Oh, oatmeal? Oatmeal. Also cold oatmeal.

Cold outreach.

But now that I mentioned it, let’s talk for a second about cold oatmeal. Oatmeal because, raised on it, disgusting.

But for cold outreach, I typically say do not do cold outreach. However, a lot of people still do. So with that in mind, I don’t care to talk too much about cold email templates or any of that stuff, but rather, if we’re talking about email, we’re talking list, offer, copy, always, always, always. So list is the number one thing there. So today, what I wanted to share is how to use insights into what your ideal prospect is going through, when they’re looking for a solution like yours to actually attract them. So, I’m going to share my screen, and we’ll dive right in, for everybody who is wondering while we’re still sitting here.

Before I share my screen, we do have also the intensive training later today. I just wanna make that clear. Okay. So you already received this worksheet, but here we go. You should be seeing my screen. Let me know if it ends up looking weird because I just went into full view. Okay.

Cool.

What we have identified again and again and again is people reach out to us with budget when they take on a new role. So either they’ve been promoted internally or they’ve taken a new job somewhere else, and that was a promotion for them.

When people take on a new job, they have new excitement around the opportunities.

They have new goals. And usually, they have to prove themselves to a board or just to their boss or both. Right? So they are looking to kill it, and that is a huge opportunity. They typically reach out to us when they’re new VP marketing, new VP growth, new CMO, whatever that might be at all sorts of organizations, and say, hey.

I just joined this team. I have a great big team, but none of them have the skills we need in, and it’s usually, because they’re reaching out to me in copywriting. Right? So there might be other things that they would reach out for as well.

But for us, I’ve we’ve seen again and again that they come to us when they’re in a new role, and they’re looking around going, oh my gosh. I have to get these massive results. I’ve promised them. I know we can do it, but I I don’t think this team is gonna get me there.

They’re thinking about letting a few people go. It’s pretty common when a new leader comes in.

And then they’re thinking, well, we can’t let everybody go. And we’re also gonna need some level of skills, so they look to freelancers.

So they might have certain people that they do let go, and this is just the reality of what businesses are going through that I think a lot of us have seen.

So they’re ready to let go of some people. They don’t wanna kill the culture, though, so they can’t let go of everybody.

And sometimes some copywriters make the cuts. Right, because they’re execution focused. They’re not getting in the way of better strategies, better vision. So a lot of, like, the more, top, manager types end up being let go, which puts more work on the new VP marketing or whatever it is or CMO.

So they are in a moment of great pain because their team isn’t performing well, and they are also looking at things very optimistically, which is a great moment at which to start talking to them. So LinkedIn sales navigator is a tool that I strongly recommend any service provider start using. And this is true if you are also planning on doing coaching depending on what your goal looks like down the road. If you wanna go in and run workshops for organizations, whatever it is, LinkedIn sales navigator is ninety seven dollars a month, and it is worth it.

So in the intensive freelancing, we show the, total addressable market calculator.

This is a much better version of that. They won’t tell you if the market is right for you, but it will give you access to people.

So I have it open in another tab. We can look through it, but I really recommend that you just go in there, start your free trial of, LinkedIn Sales Navigator.

If you’re already on LinkedIn premium for business purposes, then you have to, like, talk to support to actually switch. It’s weird. It’s a whole thing. But don’t worry about it. Just do that.

And the reason that it’s so critical here is, as you can see, over on the side in the navigator itself, this is where you can search for leads or accounts. So we can take a look at that if you would like to, but you can’t break it. So just, like, look around, like, start your trial, and then just look around. But they have recent activities.

And when you’re putting your ICP together, one of the things that I’m hearing from a good number of people in Copy School Pro is, I want them to have a series a, series b, series c, whatever. So this is funding events in the past twelve months. You can also search by that. So in the past twelve months is a big span.

Nonetheless, that’s a really good way to filter it. So what we wanna do is identify a trigger that drives most of your best leads to reach out to you. For me, for our agency slash agencies in the past, we have seen senior leadership changes as that trigger. So for us, it’s like, holy. This is a really great space to start looking, for where we can do cold outreach.

Funding events is also a big deal. It has been for us too, not as much for Boxcar.

That was really driven by, like, oh, no. My team can’t do email.

But when we were doing CH agency, which was, like, general conversion copywriting services on retainer, series b, series c was really common. So you need to do your research to identify when people look for you knowing that the research is, hey. What was going on in your life when you came looking for me? Tada.

Research done. So it’s really just a matter of, like, always being a copywriter, always following the processes and using the same surveys that we tell our clients to use, we use them as well. And when you can do that, you can figure that out. And, of course, it doesn’t have to be a survey because it’s a client, it’s a lead, you’re gonna talk to them on a call.

Then once you identify that trigger, and if you don’t know what it is, it’s probably either senior leadership change or funding event.

Once you’ve done that, go into LinkedIn sales navigator, choose between lead or account. You can do both. You can start searching through. You can see that just up at the top here in these, like, two tabs.

You want to this is the process.

Go through. Take a look. You don’t have to message directly in LinkedIn, and I would say try to avoid messaging directly in LinkedIn because it’s such a nightmare in there. Everybody you’re trying to reach is trying to avoid LinkedIn because there’s so much spam.

So many people are using this very affordable tool to spam the hell out of CMOs all over the place. So what you wanna do instead is save them to a list.

Save the people who come up to a list and then export that list because you are doing targeted cold outreach. You’re not trying to target or trying to, speak to three hundred, five hundred, a thousand people a day. If you were doing that, we’d have to talk about a whole other process for how to email them. But all you wanna do, you can go through.

We can see in this this case alone, there’s fifty six thousand results for, like, a really common, obviously, very common, search. So not the search itself, but, like, one to ten people in the United States, and they’re in financial services. Like, there’s just there’s a lot of companies. Right?

So but we’re not worried about that. You wanna get more narrow with your ICP so that you come up with three hundred and fifty results or something like that. Then you select all, and you save them to a list, and then you export that list or you use tools to have them automatically go to a list as you find new things.

If you were going to do this at massive scale, then you wouldn’t wanna send emails from your own email address.

But if you’re not doing this where you’re you’re not sending three hundred messages a day, you’re not even sending twenty a day. You might send five a day, one day of the week. On the one day, you have, like, two hours set aside to do outreach to your ideal leads.

So you don’t necessarily have to worry as much about, oh, no. I’m gonna look like I’m spamming them. Secondly, if you are worried like, oh, no. Someone’s gonna complain about this because I didn’t ask to reach out to them.

You can use other tools like QuickMail is a good service because it has an unsubscribe link in it. But a a simpler way to go about this is if the company has a contact and I learned this from somebody else. I didn’t know this at all. I learned this from the coaching class I was in.

If somebody has a website with contact us on it, and you can contact you can fill in a form or there’s an email address that handles a lot of one to one email interactions that you might be doing. So that’s like the can spam workaround, is they already have their email address publicly available in some way even if it’s behind a form. Okay? So keep that in mind.

But we’re not going to abuse this. We’re going to narrow our audience down, put them all in a list, export that list, or just go through and, like, one by one, pull their email addresses from sales navigator. I think it’s easier to just export to a list and then use that list to start tracking your contact with them. Send five emails a week or whatever feels right for you.

If you have a VA who can do this and you’re like, I wanna make my VA send this out to them, send emails to these great fits every day. Okay. Just, like, be chill about that because you don’t want to, end up, getting complaints really against your email address. The alternative is that you can, again, set up something like copy hackers dot I o instead of copy hackers dot com.

You send from that email address and they reply to your actual email address. So you send from joe at copy hackers dot io. But the reply to if you’re going through quick mail in particular, the reply to or quick mailer and alternative like it. The reply to is joe at copy hackers dot com so that you’re starting that conversation together with them.

Okay? So the point here is we wanna use LinkedIn sales navigator to take the trigger moment that we know people have that gets them looking for us in our services and then export a nice compact perfect fit little list and start reaching out to them directly.

So we’ve put some emails in here that you can start with. These are not proven templates, but I guarantee most of the templates you’ve used in your life are also not proven templates. This is a good starting point, and I’m gonna walk you through why it is. Keep that subject line boring.

You do not wanna sound like you’re a marketer. So this could be something like, email campaign or something. Right? Very boring.

Not marketing y at all. Then you, of course, want to say how you found this person. I saw you on LinkedIn, and I thought I’d connect by email and introduce myself.

You don’t have to say why. You don’t have to say LinkedIn is full of crap. There’s like, that’s fine. You can talk about that in later conversations, and then get into it.

The reason why. Reason is I optimize emails for businesses like Canva. And here’s what I’ve noticed. When marketers change jobs, they acquire a whole new team, and that team does not always have the email expertise to move the needle.

So these new VPs and CMOs reach out to me. We high five, then I come in and take care of emails so they can work on the five hundred million other things on their new role list. I noticed you just changed jobs, smiley face, winky face.

Congratulations. And, also, what if you let me help? I know we’re just connecting for the first time here, and perhaps your new team is totally slaying email. But if you’ve got fifteen minutes to talk candidly about your email program, I may be able to help you hit your, lead nurturing, conversion, whatever goals this quarter or next. I do this literally all the time. It’s all I do and can share results, case studies, etcetera.

I’m free today and tomorrow morning. Should or could we get a call on the books?

That’s it.

It’s long. It’s not it’s not a little tiny one. Hopefully, you’ve reached out in a good way to the right fit person at a moment that makes sense for them. And because it’s one to one and because you know that they have just changed jobs, you know it’s relevant.

You’re not pretending that you’re old friends. You’re not doing anything weird that a lot of cold emails like to do.

You were just trying to talk to people who actually care about this thing. So there’s that. Then you’ll have a follow-up that does not say follow-up in the subject line, putting something out there for them. Like, I have gone through, your the three emails that y’all send when a trial starts.

Can I fire that your way? Wait for them to reply and say yes so that you actually give that good signal that, yes, there’s a conversation happening here. And if it still doesn’t work, then do another follow-up. Still keeping it boring, still not saying following up.

That’s more about getting them into top of funnel stuff. Hopefully, they say yes, at this point, but that’s the whole idea. Start with some trigger, a real reason for you to be in their lives right now. You’re going to make their lives easier.

And because you’ve got examples to show, you’re gonna make them look better as well.

Okay. That’s what we wanna do. Any questions? Any thoughts? Any concerns? Can you believe I’m actually talking about reaching out cold?

I can’t. But it it’s it’s good. It’s a good thing. Sales navigator is good, and it’s fantastic that there’s this great way to, find people who are ready for you.

Thoughts?

Concerns?

Ready to go?

See any value in it? What are you gonna do?

Does anybody use Sales Navigator before?

Okay. So what do you think when you see it?

Nothing?

It’s not a solution worth it?

No. I like I like that there’s the insider info on a change. I didn’t I had no idea you could find that kind of information. I’m not surprised, I guess.

But, so I like that you’re coming in at a really important pain point in all likelihood, so that’s really exciting as compared to, frankly, all the other cold emailing that I’ve participated in. So I think it’s definitely worth it. And I will give it a try. I’ll commit to doing it in the next like, this week and next week and report back what happens.

Cool. Good. Awesome. Fantastic.

Thanks, Jessica. Anybody else?

Maybe you’re too inundated with leads as it is.

You’re like, I don’t need that. I don’t need the hassle of more people who wanna pay me.

Alright. Well, take it. Work with it. Use it. If you don’t have leads or the leads aren’t as good as you want them to be and you’re like, what should I do?

I will point you to this lesson. So use this. Go do this. Cool? Alright. Let us open the floor to any questions you may have today.

As always, please preface it with a win. It can be a win of any kind.

That’s cool. Let’s focus on wins, and then we can solve problems as well.

Anybody have anything you wanna bring up today in workshop or get help?

Jessica, go ahead.

Is it alright if I ask a question about standardized project measuring? Okay. So I after going through the standardized project and the retainer and then kind of, like, a lot of things, the page where I’m sitting there going, I don’t know. Maybe I’m overthinking it.

But you know this page where you’re talking Yes. About at each step, like, okay. So what are you measuring and that you and the client? Okay.

So where I’m the audit is where I’m sitting there going, wait. So how does this work with an audit? So for example, I’m, step one okay. So the, turning a list of recently acquired seasonal sale customers into So if I’m starting that off with an audit, and the first stage of that audit is let’s look at the last five to seven holiday seasonal campaigns.

Whatever the structure is of them, let’s audit through those and look at where people drop off, the the structure of the campaign, all the things. So that’s, like, step one.

And then I’m and then it says, so how can I easily agree to measure step one?

And I’m like, how am I measuring step one if I’m auditing their campaigns and looking at the behaviors of the of the leads and customers, and then just wanna get a sense of how they run their campaigns.

Yeah.

I I don’t know.

I’m struggling to figure out what I agree with the clients on how to what are we measuring in that part. You know what I mean? Okay.

So this for your standardized offer, you have on that worksheet, you have where it says step one, you have audit, which is the whole project. No.

No.

So no. So I just wanted to back up to that.

Big umbrella big umbrella standardized is audit. But then step one is actually, like, mapping out their last five to seven campaigns and kinda seeing how they’re structured and what was kind of the behaviors you know, major data points across, I guess.

Yep. Okay. So you need to figure out how to measure that?

Well, yeah, when it’s on the sheet, when it’s talking about how you and the clients will measure that step Mhmm.

I’m just kinda sitting there going, how are we measuring me looking at their campaigns?

What are you looking for is really the thing. Because what we’re trying to do is get to a place where we can say, once you go on retainer, you are going to be optimizing based on what came out of this audit. So what do you optimize? You optimize for, like, a number.

What’s the number? Is the number related to leads, or is the number related to money? So in this case or is it both, or is it none, which is important? And I mentioned that in that lesson.

Right? Because if if your process is research and discovery, writing, writing, writing, and editing, and then, experimentation, the measurement doesn’t happen in the first part. You’re not gonna measure leads or, money out of research and discovery, so you wouldn’t check anything off. So in this case, you might say nothing, but I would say it’s probably both.

So, with a greater focus on the revenue or the money generated because that’s what you’re working with. So you are auditing this. You’re mapping it out. Right?

So there’s five to seven email campaigns that you map out to look for opportunities, etcetera. What are the opportunities around? Are they around, here’s how you can get more people through, like, reducing unsubscribe, so that would be the leads metric, or are you doing this around getting more people to buy or both. Right?

So for me, I’d probably check off both and say we’re gonna in the mapping, I’m gonna look at where people drop off and, and how where the money is or isn’t happening.

And I think your client would expect the same, I would imagine. This is what we’re really trying to do is make sure the client understands that this is a valuable part of it, which is why research and discovery is so hard to sell clients on because they’re like, well, there’s no money attached to it. There’s no leads attached to it when it’s all that it’s for. It’s those things. Right? But it’s hard to get the client to buy in, so you have to make sure that whatever you’re measuring it by the client agrees, that is a valuable thing.

Does that make sense?

Yes.

Yeah. Okay.

Do you agree that it could be leads and money, or what are you thinking?

No. That makes I was gonna say I think it is both. So, yes, that makes total sense.

I think so this is where, again, I look at the standardized project versus the next step, the actual automation or optimization, because some of it would be opportunities in future seasonal sale campaigns. Right? Like Sure. Being able to create a second mini campaign within the holiday sale itself, that’s technically during.

You know? Yeah. But on the other hand, optimizing a welcome sequence or creating one or whatever that you know, whatever. That’s a whole separate thing, but that’s post seasonal sale or at least purchase.

Totally. So, that’s where I just I don’t know.

With all the different parts, I get into my head too much, so I appreciate the clarity.

Yes. Okay. Cool. And just know that, like, exactly what you’re doing almost exactly what you’re doing is how Voxcar started with Glowforge. Glowforge came in for fifth like, a fifty thousand dollar audit of their existing emails, and that then produced ongoing retainer work out of that to optimize at I think it was twenty five a month.

So it’s the same thing. It’s exactly the same thing as what you’re talking about. They didn’t have really good automation sculling. They were just, like, firing away at people, like, buy it on discount. It’s president’s day. It’s boxing day. It’s it’s it’s it’s.

So, yeah, so what you’re doing is right. You are on the right track, I would say. Okay. You’re just your yours is just differently positioned because it’s about seasonal.

Okay. Alright. Cool. Thank you so much.

Awesome. Yay. Cool. Anybody else? We’re good.

I have a quick question.

Yeah.

You’ve mentioned, many times email life cycle and the opportunity there. Is there any kind of a, sort of a mind map or or overview or something of, like, all the different aspects of email life cycle?

Oh, dear god.

That’s actually exactly what, my friend Tara, who’s CMO at Bitly and has brought us in for it, but it’s really just some subcontractors I have. And then I meet with Tara, to talk about it. That’s what she wants. She’s like, snow for the rest because it’s an ongoing forever engagement.

I don’t think it’ll ever end. And she wants exactly that. Like, is there a map so that we can put, like, an overlay on it and say we’ve got these ones, but we need these ones. And this is old version.

We need new version.

It’s a desired thing. I haven’t seen it.

She just asked for it, like, ten days ago, and I brought it to the people, the subcontractors that I have on this, and they left. They thought that was hilarious to map out this entire thing, but that’s our objective stuff this. And then you zoom in, and it’ll that’s like this little thing is actually a huge thing too.

Are you working with the Yeah.

I started mapping it out because I’m adding a whole bunch of email functionality to my software.

And so that’s what I was looking for was a was a map. So I I mean, I’m building something that Good.

You know, maybe we can we can, you know Yeah.

Collaborate and communicate around that.

Totally.

Hundred percent. Yeah. Yeah. No. It’s a desirable thing. Definitely. Yeah. Cool.

Okay. Anybody else? Caroline, how’s business? What’s going on with you?

I feel stuck.

Okay. Good. What’s up?

I don’t really know what to do.

And that’s is that because of the tension between your background as a designer and your interest in copy, or what where what’s the stuff if you wanna share it?

And then add in, to that, I would add in limited experience.

Okay. So I’m struggling to find to land on my one thing.

Okay. Where are you hovering right now? What feels like maybe?

I don’t, I was entertaining landing pages.

Yeah. Good.

And then, had a conversation with someone who suggested I look at pricing pages.

Okay.

Yeah. I don’t know. I really don’t know.

Yeah.

I think landing pages. Agreed. If you’re entertaining that, right, if you’re like, just someone point me in the direction, which sometimes I just like that. I’m like, someone just tell me exactly what to do, and I’ll at least try doing that thing.

So if you’re looking for that, landing pages are great to standardize, and they are great to optimize as well. So it makes for a good, project plus retainer.

So you could start there. Now there are a great variety of landing pages, which is good because if you start as, like, I’m the landing page person, which others have tried to do, and then they give up on it. And I don’t think they give up on it because the opportunity isn’t there. It’s there.

I think they give up on it because they give up on it. And, you know, people do that. They just, like, swap in and out, and try a bunch of other things.

I do have some specific questions around landing pages. So, you know, the big question is who is gonna pay ten k for for a landing page? So is it, you know, what should I be looking for in an ideal client?

People who are spending a lot of money on ads will pay a lot of money to optimize their landing page.

And I would say probably landing pages. So Mhmm. People who are doing that, if they’re driving, a lot of businesses still drive ads to their home page.

What?

So you can go and I forget. What’s the direct URL to use? Does anybody know maybe you know Nicole for finding Facebook ads for brands.

It’s like facebook dot com slash ads slash Just Google Facebook Ad Explorer.

And Is that all it is?

If you if you Google it, I because they change it.

It They do. Because I had it bookmarked, and then it didn’t work anymore. And I was like, this is annoying.

But it’s good. So you can go and see. I mean, there’s lots of insights into people who are spending. I think even LinkedIn sales navigator is another good place to go.

But you can you can strongly hypothesize that if they’re using Facebook ads. So go find the ad explorer like Stacy just said.

Search the brand and use LinkedIn sales navigator. So start with sales navigator. Say this is the size of company I’m looking for. This is the industry I wanna work in.

Get a shortlist there and then go over to Facebook to the ads, see what ads they’re using. If they don’t have any going right now thank you so much, Nicole. If they don’t have any going right now, they’re probably not a good fit. Move on and just keep searching different ones.

But if they have a history of ads always on, then you can see, well, where are they landing them? Some just use the built in. So you’ll have to just go through and do that work. But if they’re spending money on ads, then it’s very likely that they care about where they’re landing people, and that is your opportunity.

And that’s where you can start reaching out and having targeted cold, outreach. That’s or even warm. If you if you are already connected on LinkedIn, then you can say we’re connected on LinkedIn, but I wanted to bring the conversation over here because I wanted to talk to you about your landing page.

And that I would go with that and, like, stick with it. It is a good opportunity. You already know all about design and copywriting. So for you to sell that should be pretty straightforward stuff.

And I know the number ten thousand keeps throwing people, but it’s, like, a very common budget. Like, there’s not a lot of people who are putting budgets together and putting two thousand dollars as a line item. Like, they’re they people have budget. Like, there’s money out there.

Some don’t, but that’s okay. Then you move on to the next one who can afford you. Someone else can afford you at ten thousand easily. And then when you get results, it’s it’s like honest, it’s a no brainer. So if that if it throws you, just just I think just suspend disbelief and go, well, if it doesn’t work, I’ll go get mad at Joe in my next session. I’ll take it. I’ll take it, and we’ll talk.

Do you do you recommend that I get very familiar with Facebook ads or Google Ads?

You don’t have to I mean, yes. So if you’re like, okay. They’re gonna drive ads to a landing page, then I need to be able to talk about that experience because they’ll probably be like, oh, that landing page is working great. Can you also work on ads for us? And you’ll have to know if your standardized offer is ads plus landing page Mhmm. Or not.

But usually, they have a whole team doing ads or they have, like, a freelancer that they’re already working with who is just, like, chugging out just a bunch of ad copy, or they’re just using AI for it. So what you I would say you would need to know is the mechanics of ads so that you understand the process, but you don’t have to work on the ads.

Okay. Yeah. So you’ll want the mechanics of ads. You’ll also wanna understand the mechanics of emails, like, what happens after they become a lead.

So but that doesn’t mean you have to know. You just have to be able to, like, talk a good game, which is really just put a cheat sheet of terms together. And just, like, have it on your screen. Like, what’s the ROAS on that? And then you wait and see.

That’s really I mean, I’m joking, but I would you don’t have to know everything. You just have to start going down that path because you are the landing page expert at that point.

Okay.

Yeah.

I would try to go can that you can use too if you’re one once you figure out what your, what your, you know, sort of niches are that you wanna target or if you have a certain type of company.

Use a separate browser like Chrome Canary or something, and just go in there and search, like, buying intent or hiring intent terms on Google for those types of companies.

Click through to their landing pages, and you’ll just get cookie with all of the the companies that, you know, that are in your market. And the if you just see who’s retargeting you and all the kinds of things, you’re gonna just get ads only from potential clients.

Interesting. Just keep that as a a separate, a separate browser. Don’t you know? Okay. Apart from what you’re what you use as your regular browser. And to to make sure it’s clean, you know, either if you normally use Safari, use Chrome. If you normally use Chrome, get Chrome Canary or get Opera or whatever the case may be, but just something entirely separate and use it only for that purpose.

Thank you. That’s a neat little trick.

Mhmm. Oh, and Abby has one. They have thousands of likes on their attic. It’s a sign they put some money into it. Yeah. Cool. Nice.

Nice. How are you feeling about that? I know it’s a really quick conversation, but how are you feeling, Caroline?

Better.

Okay. Good. What’s your next what action are you gonna take?

What are you gonna do to start feeling even better?

Good question.

I need to think about that.

Okay.

So, yeah, try to work through if I were you, my next step would be just go on LinkedIn sales navigator, play around with, what kind of company would I like to work with? And, like, here’s how many people were just, like, start playing with it, and then open the Facebook ads library as well. And just start making a short list of people that you could reach out to. That’s it’s tactical.

You can do it without much guessing. You get feedback throughout because the tool will tell you things. So it’s better than just, like, staring at a page or anything that can feel like I’m in this alone. I’m doing this alone.

Also because you’re not, then we can talk about things. Okay? Okay.

Alright.

Cool. Can use this, the segments report in Sassy too to give you some ideas, Caroline.

Oh, okay. Nice. Thanks. We’ll need a walk through of Sassy at some point, Stacy.

It’s pretty awesome. Nice.

Okay. I will.

Okay. Fun. Awesome.

Excellent. Alright. Anything else, anybody, or should we wrap up?

Got the intensive freelancing happening in a couple hours. We’ll be talking about sales funnels there. So I think that’ll be relevant for you, Caroline.

Yeah. Cool.

Alright. Great. Good stuff.

Thank you.

Thanks, everybody. We’ll see you soon. Have a good one. Bye.

Transcript

Hello, everybody. Good day.

Awesome.

Hi, y’all.

Howdy.

Got Stacy back in the house. Nice.

Alright. Welcome. Happy start of week.

Cool. Today, for Coffee School Pro, one, we’re recording this, so that’s always good to know. Two people are still filing in, so feel free to get settled, grab your water, tea, pens, notepads, all the things that you use.

And, yeah, we are talking today about, doing cold outreach ish the right way.

So, obviously not obviously, but for me, a big thing that I like to avoid is cold oatmeal. Oh, oatmeal? Oatmeal. Also cold oatmeal.

Cold outreach.

But now that I mentioned it, let’s talk for a second about cold oatmeal. Oatmeal because, raised on it, disgusting.

But for cold outreach, I typically say do not do cold outreach. However, a lot of people still do. So with that in mind, I don’t care to talk too much about cold email templates or any of that stuff, but rather, if we’re talking about email, we’re talking list, offer, copy, always, always, always. So list is the number one thing there. So today, what I wanted to share is how to use insights into what your ideal prospect is going through, when they’re looking for a solution like yours to actually attract them. So, I’m going to share my screen, and we’ll dive right in, for everybody who is wondering while we’re still sitting here.

Before I share my screen, we do have also the intensive training later today. I just wanna make that clear. Okay. So you already received this worksheet, but here we go. You should be seeing my screen. Let me know if it ends up looking weird because I just went into full view. Okay.

Cool.

What we have identified again and again and again is people reach out to us with budget when they take on a new role. So either they’ve been promoted internally or they’ve taken a new job somewhere else, and that was a promotion for them.

When people take on a new job, they have new excitement around the opportunities.

They have new goals. And usually, they have to prove themselves to a board or just to their boss or both. Right? So they are looking to kill it, and that is a huge opportunity. They typically reach out to us when they’re new VP marketing, new VP growth, new CMO, whatever that might be at all sorts of organizations, and say, hey.

I just joined this team. I have a great big team, but none of them have the skills we need in, and it’s usually, because they’re reaching out to me in copywriting. Right? So there might be other things that they would reach out for as well.

But for us, I’ve we’ve seen again and again that they come to us when they’re in a new role, and they’re looking around going, oh my gosh. I have to get these massive results. I’ve promised them. I know we can do it, but I I don’t think this team is gonna get me there.

They’re thinking about letting a few people go. It’s pretty common when a new leader comes in.

And then they’re thinking, well, we can’t let everybody go. And we’re also gonna need some level of skills, so they look to freelancers.

So they might have certain people that they do let go, and this is just the reality of what businesses are going through that I think a lot of us have seen.

So they’re ready to let go of some people. They don’t wanna kill the culture, though, so they can’t let go of everybody.

And sometimes some copywriters make the cuts. Right, because they’re execution focused. They’re not getting in the way of better strategies, better vision. So a lot of, like, the more, top, manager types end up being let go, which puts more work on the new VP marketing or whatever it is or CMO.

So they are in a moment of great pain because their team isn’t performing well, and they are also looking at things very optimistically, which is a great moment at which to start talking to them. So LinkedIn sales navigator is a tool that I strongly recommend any service provider start using. And this is true if you are also planning on doing coaching depending on what your goal looks like down the road. If you wanna go in and run workshops for organizations, whatever it is, LinkedIn sales navigator is ninety seven dollars a month, and it is worth it.

So in the intensive freelancing, we show the, total addressable market calculator.

This is a much better version of that. They won’t tell you if the market is right for you, but it will give you access to people.

So I have it open in another tab. We can look through it, but I really recommend that you just go in there, start your free trial of, LinkedIn Sales Navigator.

If you’re already on LinkedIn premium for business purposes, then you have to, like, talk to support to actually switch. It’s weird. It’s a whole thing. But don’t worry about it. Just do that.

And the reason that it’s so critical here is, as you can see, over on the side in the navigator itself, this is where you can search for leads or accounts. So we can take a look at that if you would like to, but you can’t break it. So just, like, look around, like, start your trial, and then just look around. But they have recent activities.

And when you’re putting your ICP together, one of the things that I’m hearing from a good number of people in Copy School Pro is, I want them to have a series a, series b, series c, whatever. So this is funding events in the past twelve months. You can also search by that. So in the past twelve months is a big span.

Nonetheless, that’s a really good way to filter it. So what we wanna do is identify a trigger that drives most of your best leads to reach out to you. For me, for our agency slash agencies in the past, we have seen senior leadership changes as that trigger. So for us, it’s like, holy. This is a really great space to start looking, for where we can do cold outreach.

Funding events is also a big deal. It has been for us too, not as much for Boxcar.

That was really driven by, like, oh, no. My team can’t do email.

But when we were doing CH agency, which was, like, general conversion copywriting services on retainer, series b, series c was really common. So you need to do your research to identify when people look for you knowing that the research is, hey. What was going on in your life when you came looking for me? Tada.

Research done. So it’s really just a matter of, like, always being a copywriter, always following the processes and using the same surveys that we tell our clients to use, we use them as well. And when you can do that, you can figure that out. And, of course, it doesn’t have to be a survey because it’s a client, it’s a lead, you’re gonna talk to them on a call.

Then once you identify that trigger, and if you don’t know what it is, it’s probably either senior leadership change or funding event.

Once you’ve done that, go into LinkedIn sales navigator, choose between lead or account. You can do both. You can start searching through. You can see that just up at the top here in these, like, two tabs.

You want to this is the process.

Go through. Take a look. You don’t have to message directly in LinkedIn, and I would say try to avoid messaging directly in LinkedIn because it’s such a nightmare in there. Everybody you’re trying to reach is trying to avoid LinkedIn because there’s so much spam.

So many people are using this very affordable tool to spam the hell out of CMOs all over the place. So what you wanna do instead is save them to a list.

Save the people who come up to a list and then export that list because you are doing targeted cold outreach. You’re not trying to target or trying to, speak to three hundred, five hundred, a thousand people a day. If you were doing that, we’d have to talk about a whole other process for how to email them. But all you wanna do, you can go through.

We can see in this this case alone, there’s fifty six thousand results for, like, a really common, obviously, very common, search. So not the search itself, but, like, one to ten people in the United States, and they’re in financial services. Like, there’s just there’s a lot of companies. Right?

So but we’re not worried about that. You wanna get more narrow with your ICP so that you come up with three hundred and fifty results or something like that. Then you select all, and you save them to a list, and then you export that list or you use tools to have them automatically go to a list as you find new things.

If you were going to do this at massive scale, then you wouldn’t wanna send emails from your own email address.

But if you’re not doing this where you’re you’re not sending three hundred messages a day, you’re not even sending twenty a day. You might send five a day, one day of the week. On the one day, you have, like, two hours set aside to do outreach to your ideal leads.

So you don’t necessarily have to worry as much about, oh, no. I’m gonna look like I’m spamming them. Secondly, if you are worried like, oh, no. Someone’s gonna complain about this because I didn’t ask to reach out to them.

You can use other tools like QuickMail is a good service because it has an unsubscribe link in it. But a a simpler way to go about this is if the company has a contact and I learned this from somebody else. I didn’t know this at all. I learned this from the coaching class I was in.

If somebody has a website with contact us on it, and you can contact you can fill in a form or there’s an email address that handles a lot of one to one email interactions that you might be doing. So that’s like the can spam workaround, is they already have their email address publicly available in some way even if it’s behind a form. Okay? So keep that in mind.

But we’re not going to abuse this. We’re going to narrow our audience down, put them all in a list, export that list, or just go through and, like, one by one, pull their email addresses from sales navigator. I think it’s easier to just export to a list and then use that list to start tracking your contact with them. Send five emails a week or whatever feels right for you.

If you have a VA who can do this and you’re like, I wanna make my VA send this out to them, send emails to these great fits every day. Okay. Just, like, be chill about that because you don’t want to, end up, getting complaints really against your email address. The alternative is that you can, again, set up something like copy hackers dot I o instead of copy hackers dot com.

You send from that email address and they reply to your actual email address. So you send from joe at copy hackers dot io. But the reply to if you’re going through quick mail in particular, the reply to or quick mailer and alternative like it. The reply to is joe at copy hackers dot com so that you’re starting that conversation together with them.

Okay? So the point here is we wanna use LinkedIn sales navigator to take the trigger moment that we know people have that gets them looking for us in our services and then export a nice compact perfect fit little list and start reaching out to them directly.

So we’ve put some emails in here that you can start with. These are not proven templates, but I guarantee most of the templates you’ve used in your life are also not proven templates. This is a good starting point, and I’m gonna walk you through why it is. Keep that subject line boring.

You do not wanna sound like you’re a marketer. So this could be something like, email campaign or something. Right? Very boring.

Not marketing y at all. Then you, of course, want to say how you found this person. I saw you on LinkedIn, and I thought I’d connect by email and introduce myself.

You don’t have to say why. You don’t have to say LinkedIn is full of crap. There’s like, that’s fine. You can talk about that in later conversations, and then get into it.

The reason why. Reason is I optimize emails for businesses like Canva. And here’s what I’ve noticed. When marketers change jobs, they acquire a whole new team, and that team does not always have the email expertise to move the needle.

So these new VPs and CMOs reach out to me. We high five, then I come in and take care of emails so they can work on the five hundred million other things on their new role list. I noticed you just changed jobs, smiley face, winky face.

Congratulations. And, also, what if you let me help? I know we’re just connecting for the first time here, and perhaps your new team is totally slaying email. But if you’ve got fifteen minutes to talk candidly about your email program, I may be able to help you hit your, lead nurturing, conversion, whatever goals this quarter or next. I do this literally all the time. It’s all I do and can share results, case studies, etcetera.

I’m free today and tomorrow morning. Should or could we get a call on the books?

That’s it.

It’s long. It’s not it’s not a little tiny one. Hopefully, you’ve reached out in a good way to the right fit person at a moment that makes sense for them. And because it’s one to one and because you know that they have just changed jobs, you know it’s relevant.

You’re not pretending that you’re old friends. You’re not doing anything weird that a lot of cold emails like to do.

You were just trying to talk to people who actually care about this thing. So there’s that. Then you’ll have a follow-up that does not say follow-up in the subject line, putting something out there for them. Like, I have gone through, your the three emails that y’all send when a trial starts.

Can I fire that your way? Wait for them to reply and say yes so that you actually give that good signal that, yes, there’s a conversation happening here. And if it still doesn’t work, then do another follow-up. Still keeping it boring, still not saying following up.

That’s more about getting them into top of funnel stuff. Hopefully, they say yes, at this point, but that’s the whole idea. Start with some trigger, a real reason for you to be in their lives right now. You’re going to make their lives easier.

And because you’ve got examples to show, you’re gonna make them look better as well.

Okay. That’s what we wanna do. Any questions? Any thoughts? Any concerns? Can you believe I’m actually talking about reaching out cold?

I can’t. But it it’s it’s good. It’s a good thing. Sales navigator is good, and it’s fantastic that there’s this great way to, find people who are ready for you.

Thoughts?

Concerns?

Ready to go?

See any value in it? What are you gonna do?

Does anybody use Sales Navigator before?

Okay. So what do you think when you see it?

Nothing?

It’s not a solution worth it?

No. I like I like that there’s the insider info on a change. I didn’t I had no idea you could find that kind of information. I’m not surprised, I guess.

But, so I like that you’re coming in at a really important pain point in all likelihood, so that’s really exciting as compared to, frankly, all the other cold emailing that I’ve participated in. So I think it’s definitely worth it. And I will give it a try. I’ll commit to doing it in the next like, this week and next week and report back what happens.

Cool. Good. Awesome. Fantastic.

Thanks, Jessica. Anybody else?

Maybe you’re too inundated with leads as it is.

You’re like, I don’t need that. I don’t need the hassle of more people who wanna pay me.

Alright. Well, take it. Work with it. Use it. If you don’t have leads or the leads aren’t as good as you want them to be and you’re like, what should I do?

I will point you to this lesson. So use this. Go do this. Cool? Alright. Let us open the floor to any questions you may have today.

As always, please preface it with a win. It can be a win of any kind.

That’s cool. Let’s focus on wins, and then we can solve problems as well.

Anybody have anything you wanna bring up today in workshop or get help?

Jessica, go ahead.

Is it alright if I ask a question about standardized project measuring? Okay. So I after going through the standardized project and the retainer and then kind of, like, a lot of things, the page where I’m sitting there going, I don’t know. Maybe I’m overthinking it.

But you know this page where you’re talking Yes. About at each step, like, okay. So what are you measuring and that you and the client? Okay.

So where I’m the audit is where I’m sitting there going, wait. So how does this work with an audit? So for example, I’m, step one okay. So the, turning a list of recently acquired seasonal sale customers into So if I’m starting that off with an audit, and the first stage of that audit is let’s look at the last five to seven holiday seasonal campaigns.

Whatever the structure is of them, let’s audit through those and look at where people drop off, the the structure of the campaign, all the things. So that’s, like, step one.

And then I’m and then it says, so how can I easily agree to measure step one?

And I’m like, how am I measuring step one if I’m auditing their campaigns and looking at the behaviors of the of the leads and customers, and then just wanna get a sense of how they run their campaigns.

Yeah.

I I don’t know.

I’m struggling to figure out what I agree with the clients on how to what are we measuring in that part. You know what I mean? Okay.

So this for your standardized offer, you have on that worksheet, you have where it says step one, you have audit, which is the whole project. No.

No.

So no. So I just wanted to back up to that.

Big umbrella big umbrella standardized is audit. But then step one is actually, like, mapping out their last five to seven campaigns and kinda seeing how they’re structured and what was kind of the behaviors you know, major data points across, I guess.

Yep. Okay. So you need to figure out how to measure that?

Well, yeah, when it’s on the sheet, when it’s talking about how you and the clients will measure that step Mhmm.

I’m just kinda sitting there going, how are we measuring me looking at their campaigns?

What are you looking for is really the thing. Because what we’re trying to do is get to a place where we can say, once you go on retainer, you are going to be optimizing based on what came out of this audit. So what do you optimize? You optimize for, like, a number.

What’s the number? Is the number related to leads, or is the number related to money? So in this case or is it both, or is it none, which is important? And I mentioned that in that lesson.

Right? Because if if your process is research and discovery, writing, writing, writing, and editing, and then, experimentation, the measurement doesn’t happen in the first part. You’re not gonna measure leads or, money out of research and discovery, so you wouldn’t check anything off. So in this case, you might say nothing, but I would say it’s probably both.

So, with a greater focus on the revenue or the money generated because that’s what you’re working with. So you are auditing this. You’re mapping it out. Right?

So there’s five to seven email campaigns that you map out to look for opportunities, etcetera. What are the opportunities around? Are they around, here’s how you can get more people through, like, reducing unsubscribe, so that would be the leads metric, or are you doing this around getting more people to buy or both. Right?

So for me, I’d probably check off both and say we’re gonna in the mapping, I’m gonna look at where people drop off and, and how where the money is or isn’t happening.

And I think your client would expect the same, I would imagine. This is what we’re really trying to do is make sure the client understands that this is a valuable part of it, which is why research and discovery is so hard to sell clients on because they’re like, well, there’s no money attached to it. There’s no leads attached to it when it’s all that it’s for. It’s those things. Right? But it’s hard to get the client to buy in, so you have to make sure that whatever you’re measuring it by the client agrees, that is a valuable thing.

Does that make sense?

Yes.

Yeah. Okay.

Do you agree that it could be leads and money, or what are you thinking?

No. That makes I was gonna say I think it is both. So, yes, that makes total sense.

I think so this is where, again, I look at the standardized project versus the next step, the actual automation or optimization, because some of it would be opportunities in future seasonal sale campaigns. Right? Like Sure. Being able to create a second mini campaign within the holiday sale itself, that’s technically during.

You know? Yeah. But on the other hand, optimizing a welcome sequence or creating one or whatever that you know, whatever. That’s a whole separate thing, but that’s post seasonal sale or at least purchase.

Totally. So, that’s where I just I don’t know.

With all the different parts, I get into my head too much, so I appreciate the clarity.

Yes. Okay. Cool. And just know that, like, exactly what you’re doing almost exactly what you’re doing is how Voxcar started with Glowforge. Glowforge came in for fifth like, a fifty thousand dollar audit of their existing emails, and that then produced ongoing retainer work out of that to optimize at I think it was twenty five a month.

So it’s the same thing. It’s exactly the same thing as what you’re talking about. They didn’t have really good automation sculling. They were just, like, firing away at people, like, buy it on discount. It’s president’s day. It’s boxing day. It’s it’s it’s it’s.

So, yeah, so what you’re doing is right. You are on the right track, I would say. Okay. You’re just your yours is just differently positioned because it’s about seasonal.

Okay. Alright. Cool. Thank you so much.

Awesome. Yay. Cool. Anybody else? We’re good.

I have a quick question.

Yeah.

You’ve mentioned, many times email life cycle and the opportunity there. Is there any kind of a, sort of a mind map or or overview or something of, like, all the different aspects of email life cycle?

Oh, dear god.

That’s actually exactly what, my friend Tara, who’s CMO at Bitly and has brought us in for it, but it’s really just some subcontractors I have. And then I meet with Tara, to talk about it. That’s what she wants. She’s like, snow for the rest because it’s an ongoing forever engagement.

I don’t think it’ll ever end. And she wants exactly that. Like, is there a map so that we can put, like, an overlay on it and say we’ve got these ones, but we need these ones. And this is old version.

We need new version.

It’s a desired thing. I haven’t seen it.

She just asked for it, like, ten days ago, and I brought it to the people, the subcontractors that I have on this, and they left. They thought that was hilarious to map out this entire thing, but that’s our objective stuff this. And then you zoom in, and it’ll that’s like this little thing is actually a huge thing too.

Are you working with the Yeah.

I started mapping it out because I’m adding a whole bunch of email functionality to my software.

And so that’s what I was looking for was a was a map. So I I mean, I’m building something that Good.

You know, maybe we can we can, you know Yeah.

Collaborate and communicate around that.

Totally.

Hundred percent. Yeah. Yeah. No. It’s a desirable thing. Definitely. Yeah. Cool.

Okay. Anybody else? Caroline, how’s business? What’s going on with you?

I feel stuck.

Okay. Good. What’s up?

I don’t really know what to do.

And that’s is that because of the tension between your background as a designer and your interest in copy, or what where what’s the stuff if you wanna share it?

And then add in, to that, I would add in limited experience.

Okay. So I’m struggling to find to land on my one thing.

Okay. Where are you hovering right now? What feels like maybe?

I don’t, I was entertaining landing pages.

Yeah. Good.

And then, had a conversation with someone who suggested I look at pricing pages.

Okay.

Yeah. I don’t know. I really don’t know.

Yeah.

I think landing pages. Agreed. If you’re entertaining that, right, if you’re like, just someone point me in the direction, which sometimes I just like that. I’m like, someone just tell me exactly what to do, and I’ll at least try doing that thing.

So if you’re looking for that, landing pages are great to standardize, and they are great to optimize as well. So it makes for a good, project plus retainer.

So you could start there. Now there are a great variety of landing pages, which is good because if you start as, like, I’m the landing page person, which others have tried to do, and then they give up on it. And I don’t think they give up on it because the opportunity isn’t there. It’s there.

I think they give up on it because they give up on it. And, you know, people do that. They just, like, swap in and out, and try a bunch of other things.

I do have some specific questions around landing pages. So, you know, the big question is who is gonna pay ten k for for a landing page? So is it, you know, what should I be looking for in an ideal client?

People who are spending a lot of money on ads will pay a lot of money to optimize their landing page.

And I would say probably landing pages. So Mhmm. People who are doing that, if they’re driving, a lot of businesses still drive ads to their home page.

What?

So you can go and I forget. What’s the direct URL to use? Does anybody know maybe you know Nicole for finding Facebook ads for brands.

It’s like facebook dot com slash ads slash Just Google Facebook Ad Explorer.

And Is that all it is?

If you if you Google it, I because they change it.

It They do. Because I had it bookmarked, and then it didn’t work anymore. And I was like, this is annoying.

But it’s good. So you can go and see. I mean, there’s lots of insights into people who are spending. I think even LinkedIn sales navigator is another good place to go.

But you can you can strongly hypothesize that if they’re using Facebook ads. So go find the ad explorer like Stacy just said.

Search the brand and use LinkedIn sales navigator. So start with sales navigator. Say this is the size of company I’m looking for. This is the industry I wanna work in.

Get a shortlist there and then go over to Facebook to the ads, see what ads they’re using. If they don’t have any going right now thank you so much, Nicole. If they don’t have any going right now, they’re probably not a good fit. Move on and just keep searching different ones.

But if they have a history of ads always on, then you can see, well, where are they landing them? Some just use the built in. So you’ll have to just go through and do that work. But if they’re spending money on ads, then it’s very likely that they care about where they’re landing people, and that is your opportunity.

And that’s where you can start reaching out and having targeted cold, outreach. That’s or even warm. If you if you are already connected on LinkedIn, then you can say we’re connected on LinkedIn, but I wanted to bring the conversation over here because I wanted to talk to you about your landing page.

And that I would go with that and, like, stick with it. It is a good opportunity. You already know all about design and copywriting. So for you to sell that should be pretty straightforward stuff.

And I know the number ten thousand keeps throwing people, but it’s, like, a very common budget. Like, there’s not a lot of people who are putting budgets together and putting two thousand dollars as a line item. Like, they’re they people have budget. Like, there’s money out there.

Some don’t, but that’s okay. Then you move on to the next one who can afford you. Someone else can afford you at ten thousand easily. And then when you get results, it’s it’s like honest, it’s a no brainer. So if that if it throws you, just just I think just suspend disbelief and go, well, if it doesn’t work, I’ll go get mad at Joe in my next session. I’ll take it. I’ll take it, and we’ll talk.

Do you do you recommend that I get very familiar with Facebook ads or Google Ads?

You don’t have to I mean, yes. So if you’re like, okay. They’re gonna drive ads to a landing page, then I need to be able to talk about that experience because they’ll probably be like, oh, that landing page is working great. Can you also work on ads for us? And you’ll have to know if your standardized offer is ads plus landing page Mhmm. Or not.

But usually, they have a whole team doing ads or they have, like, a freelancer that they’re already working with who is just, like, chugging out just a bunch of ad copy, or they’re just using AI for it. So what you I would say you would need to know is the mechanics of ads so that you understand the process, but you don’t have to work on the ads.

Okay. Yeah. So you’ll want the mechanics of ads. You’ll also wanna understand the mechanics of emails, like, what happens after they become a lead.

So but that doesn’t mean you have to know. You just have to be able to, like, talk a good game, which is really just put a cheat sheet of terms together. And just, like, have it on your screen. Like, what’s the ROAS on that? And then you wait and see.

That’s really I mean, I’m joking, but I would you don’t have to know everything. You just have to start going down that path because you are the landing page expert at that point.

Okay.

Yeah.

I would try to go can that you can use too if you’re one once you figure out what your, what your, you know, sort of niches are that you wanna target or if you have a certain type of company.

Use a separate browser like Chrome Canary or something, and just go in there and search, like, buying intent or hiring intent terms on Google for those types of companies.

Click through to their landing pages, and you’ll just get cookie with all of the the companies that, you know, that are in your market. And the if you just see who’s retargeting you and all the kinds of things, you’re gonna just get ads only from potential clients.

Interesting. Just keep that as a a separate, a separate browser. Don’t you know? Okay. Apart from what you’re what you use as your regular browser. And to to make sure it’s clean, you know, either if you normally use Safari, use Chrome. If you normally use Chrome, get Chrome Canary or get Opera or whatever the case may be, but just something entirely separate and use it only for that purpose.

Thank you. That’s a neat little trick.

Mhmm. Oh, and Abby has one. They have thousands of likes on their attic. It’s a sign they put some money into it. Yeah. Cool. Nice.

Nice. How are you feeling about that? I know it’s a really quick conversation, but how are you feeling, Caroline?

Better.

Okay. Good. What’s your next what action are you gonna take?

What are you gonna do to start feeling even better?

Good question.

I need to think about that.

Okay.

So, yeah, try to work through if I were you, my next step would be just go on LinkedIn sales navigator, play around with, what kind of company would I like to work with? And, like, here’s how many people were just, like, start playing with it, and then open the Facebook ads library as well. And just start making a short list of people that you could reach out to. That’s it’s tactical.

You can do it without much guessing. You get feedback throughout because the tool will tell you things. So it’s better than just, like, staring at a page or anything that can feel like I’m in this alone. I’m doing this alone.

Also because you’re not, then we can talk about things. Okay? Okay.

Alright.

Cool. Can use this, the segments report in Sassy too to give you some ideas, Caroline.

Oh, okay. Nice. Thanks. We’ll need a walk through of Sassy at some point, Stacy.

It’s pretty awesome. Nice.

Okay. I will.

Okay. Fun. Awesome.

Excellent. Alright. Anything else, anybody, or should we wrap up?

Got the intensive freelancing happening in a couple hours. We’ll be talking about sales funnels there. So I think that’ll be relevant for you, Caroline.

Yeah. Cool.

Alright. Great. Good stuff.

Thank you.

Thanks, everybody. We’ll see you soon. Have a good one. Bye.