Tag: money

Writing Copy to Segment Your Leads

Writing Copy to Segment Your Leads

Transcript

Cool.

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

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

Sweet. Yeah.

Cool. Cool. Alright.

Let’s dive in.

Alright. Everyone seeing this okay?

Cool.

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

Cool. So very basic template.

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

Alright. So that’s the easy stuff.

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

Nope. Not that one.

This one. Cool.

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

So, yeah, there you have it.

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

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

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

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

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

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

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

It could be lead magnet.

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

Sweet. Alright.

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

Can you hear me okay, Rai?

Yep. I do.

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

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

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

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

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

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

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

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

This is gonna tell you guys so much.

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

Mhmm.

Yeah.

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

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

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

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

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

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

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

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

Oh, I like that.

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

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

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

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

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

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

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

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

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

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

Right. And it gives me all the data.

That. Right?

Yeah. Exactly.

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

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

Yeah. Thank you so much, Troy.

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

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

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

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

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

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

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

Alright.

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

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

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

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

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

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

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

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

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

There we go.

Cool.

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

Yeah. Katie.

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

Because it’s new.

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

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

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

Yep.

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

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

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

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

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

Mhmm.

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

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

Five hundred.

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

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

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

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

That she point to.

Yeah.

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

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

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

It it is available.

Okay.

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

Right.

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

Yeah.

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

Mhmm. Okay. Yeah.

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

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

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

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

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

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

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

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

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

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

Yep. Exactly that. Yep.

That makes a lot of sense. Cool.

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

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

Yes.

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

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

We’re in the same place.

Yep. We’re always just waving.

Oh, nice.

There behind me.

Cool. Cool.

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

I’ve seen that video.

Yeah. That was a fun day.

It’s a great day. Yeah.

Yeah.

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

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

Right?

Yeah.

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

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

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

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

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

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

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

Like Yeah.

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

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

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

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

Mhmm.

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

Right.

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

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

Yeah.

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

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

So how do you really make that attractive?

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

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

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

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

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

Yeah.

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

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

Yeah.

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

Certainly. Cool.

Okay.

I’ll put it in my chat.

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

Like, or Yeah.

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

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

It’s for money.

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

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

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

Mhmm.

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

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

Mhmm.

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

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

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

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

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

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

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

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

Yeah.

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

So optimize rather than rewrite. Right.

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

Right?

Yep. I was hoping you’d say that.

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

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

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

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

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

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

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

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

Yep.

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

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

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

Yep.

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

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

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

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

But Right.

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

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

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

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

Completed. Yeah. Yeah.

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

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

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

So Yeah.

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

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

But Yeah.

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

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

Right?

Like Mhmm.

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

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

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

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

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

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

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

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

Or is it, like Yeah.

Yeah.

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

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

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

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

Mhmm. Yep.

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

It’s just this and blah blah blah.

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

Not not for this product. No.

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

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

Oh my god.

I love that. I love Fight Club.

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

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

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

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

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

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

Mhmm.

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

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

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

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

So make it your own.

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

Yeah.

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

Good stuff. Good stuff.

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

Sounds like we’re all good.

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

Thanks, Brian. Bye.

Transcript

Cool.

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

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

Sweet. Yeah.

Cool. Cool. Alright.

Let’s dive in.

Alright. Everyone seeing this okay?

Cool.

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

Cool. So very basic template.

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

Alright. So that’s the easy stuff.

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

Nope. Not that one.

This one. Cool.

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

So, yeah, there you have it.

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

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

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

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

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

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

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

It could be lead magnet.

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

Sweet. Alright.

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

Can you hear me okay, Rai?

Yep. I do.

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

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

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

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

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

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

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

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

This is gonna tell you guys so much.

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

Mhmm.

Yeah.

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

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

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

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

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

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

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

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

Oh, I like that.

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

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

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

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

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

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

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

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

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

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

Right. And it gives me all the data.

That. Right?

Yeah. Exactly.

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

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

Yeah. Thank you so much, Troy.

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

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

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

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

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

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

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

Alright.

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

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

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

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

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

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

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

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

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

There we go.

Cool.

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

Yeah. Katie.

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

Because it’s new.

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

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

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

Yep.

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

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

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

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

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

Mhmm.

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

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

Five hundred.

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

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

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

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

That she point to.

Yeah.

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

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

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

It it is available.

Okay.

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

Right.

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

Yeah.

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

Mhmm. Okay. Yeah.

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

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

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

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

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

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

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

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

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

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

Yep. Exactly that. Yep.

That makes a lot of sense. Cool.

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

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

Yes.

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

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

We’re in the same place.

Yep. We’re always just waving.

Oh, nice.

There behind me.

Cool. Cool.

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

I’ve seen that video.

Yeah. That was a fun day.

It’s a great day. Yeah.

Yeah.

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

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

Right?

Yeah.

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

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

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

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

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

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

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

Like Yeah.

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

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

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

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

Mhmm.

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

Right.

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

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

Yeah.

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

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

So how do you really make that attractive?

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

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

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

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

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

Yeah.

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

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

Yeah.

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

Certainly. Cool.

Okay.

I’ll put it in my chat.

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

Like, or Yeah.

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

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

It’s for money.

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

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

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

Mhmm.

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

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

Mhmm.

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

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

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

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

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

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

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

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

Yeah.

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

So optimize rather than rewrite. Right.

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

Right?

Yep. I was hoping you’d say that.

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

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

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

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

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

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

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

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

Yep.

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

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

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

Yep.

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

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

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

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

But Right.

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

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

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

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

Completed. Yeah. Yeah.

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

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

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

So Yeah.

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

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

But Yeah.

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

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

Right?

Like Mhmm.

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

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

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

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

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

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

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

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

Or is it, like Yeah.

Yeah.

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

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

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

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

Mhmm. Yep.

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

It’s just this and blah blah blah.

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

Not not for this product. No.

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

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

Oh my god.

I love that. I love Fight Club.

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

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

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

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

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

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

Mhmm.

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

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

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

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

So make it your own.

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

Yeah.

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

Good stuff. Good stuff.

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

Sounds like we’re all good.

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

Thanks, Brian. Bye.

The People at My ICP

The Buyer Handbook: The People at My ICP

Transcript

Yep.

Let’s dig into the actual training. So I shared the worksheet out in Slack. If you need it, please go to the Copy School Pro Slack group, and you will find the worksheet in the events area.

So this month, we’re trying out themes for the month in Coffee School Pro. The idea for this month is to get you really crystal clear on, all things ICP and persona. And when I say ICP, for those who are maybe watching the replay from other places, you might say I c a.

We say I c p, which in my brain, I was just like internal client. No.

Ideal client profile is what that is. I was going to share the inverted pyramid, but I didn’t want to overwhelm us with all talks of, like, market audience, and all of, like, the parts of the inverted pyramid, but there is one out there if you want. And what I don’t love about the inverted pyramid is it finishes at the bottom with persona.

So if you can imagine, there’s a world where there’s this inverted pyramid, and it has, like, market at the top and then, like, kind of target market. Then ICP, that’s the type of business that you’re really trying to target, and everybody here that I know of is trying to target a business of some kind.

So you’ve got the business, and then you have persona at the bottom of this inverted pyramid. But the challenge is that it looks like it’s one thing that it looks like you should have one, persona and that it’s small when in fact, most of us are gonna have three, maybe four different personas, the people that we are trying to reach out to in organizations, and that’s what I wanna talk about today.

Hi, Abby. Welcome. Just saw you show up.

Cool. So I’m going to share my screen. And, Abby, you just got here, so know that this worksheet is over in, in Slack. So you can get that there. If you would like to, please do. I would like you to work on the the free drawing area that we get into later. You can just do it on a piece of paper that you have.

So all this month, we’re working on this buyer handbook idea. Who are the people you are trying to sell to? That’s the persona you’re trying to connect with.

And then, where do they work? So getting really clear on that. And when your clients come to you and say, can you help us write for this segment? You can be really clear on that too. So between Perna and Rai teaching about, like, what to do for the copywriting side of things, research, etcetera, for your clients, And then myself and Shane helping you with, the stuff to do for your own business.

You should come out of this with a really rounded, education. Some of it reminder stuff, some of it brand new stuff by the end of June.

Book of the month. Does anybody remember what the book of the month is?

I don’t.

I will look, and we will share it with you.

So watch for that. Okay. So we wanna talk with the people at our ICP. Our ICP, again, ideal client’s profile, personas fit in neatly underneath that Challenger sale. Thank you, Jessica.

So the Challenger sale.

There. One second.

The Challenger sale got some bookmarks in it.

The reason that we want to read this is because everything to do with our buyer is in the sunshine growth model under the money side of things. So it can feel administrative. It can feel extra, but it’s really, really critical to get this stuff right if you’re going to make more money. You may make some changes to your ICP. You may add a new persona. Maybe you don’t even have personas at this point. That expect some of that to be kind of stirred up, some changes that you might make to make sure you’re attracting people who value what you do and have money to spend on it as well.

So the great thing about a persona is that it helps you visualize the person that you’re talking to, the person who’s consuming your content on social media or wherever that might be in your email list, and the people that you’re going to be working with internally as well.

Personas and jobs to be done are often talked about in, like, conflict with each other, but every persona has a job to be done, at least one. Right? So you can use everything you might know already about jobs to be done.

You can use that alongside personas. So if you have any resistance in your mind, if you’re like, oh, I’m pure jobs, I don’t wanna hear about it, don’t worry about it. You can do both. You can both follow persona stuff and job stuff.

Okay? By the end of this month, we have shifted some things around so that Shane is working toward, ideally, being able to say, now that you’ve got all these insights into your buyer, into who you’re trying to target and how to get in front of them, what’s what they’re looking for, etcetera, you can, like, have AI put together your buyer handbook for you. So this is all building up to something, then you can hand that handbook off to anybody that you might hire and yourself. You can, of course, reference it.

So keep that in mind, and it’s always gonna be a work in progress.

Okay.

Your ICP, it could be useful to have a representative brand. If you’re watching this, open up your workbook now. This is where you’re going to be writing some stuff in, this worksheet.

So does anybody have a representative brand for their ICP?

Johnson, Katie, Jessica, Stacy, Abby?

No?

Like, a brand that would be the most ideal version of it.

I I do, but then I worked with that brand, and now I’m looking for a new one because they were not ideal. Yeah.

Hey. Okay.

Johnson, you put up your hand a bit on that. No?

Okay. Yeah. It can be useful too. Some people start with that representative brand, and it’s it doesn’t have to be a dream brand either.

It can be a brand you already worked with. So if there’s someone who stands out to you, it’s usually better to start with the brand you already have worked with so that you can really clearly fill this part out. Now this isn’t, like, from any sort of book putting together your ICP. This is what I find useful in understanding, the organization that I’m talking to.

For us, we’re often talking to, very two very different ICPs. So for copy hackers, we have at least two ICPs. One of them is a very small business. One person with, like, a VA or two, obviously, all the freelancers that we work with.

And then there’s this other ICP that is extraordinarily large organizations that have copy teams in them and creative teams. So we have two different ones with different personas in each, which is not recommended. It’s not gonna make your life any easier. So do choose one that you can target well with your offer.

And then this is really like, it feels, maybe administrative, but if you haven’t written down what industry they’re in, where they’re located, that doesn’t have to be, like, down to a city. Right? It doesn’t have to be just for this brand. So if you’re like, my ICP is Facebook.

Well, let’s say Meta. So my ICP is Meta. Their industry is tech slash social media slash advertising.

Their location is they’re in Palo Alto. Last I knew of the Facebook headquarters.

You don’t have to go into that. So it doesn’t have to go that far. You don’t have to say Palo Alto. You can just say they’re in the UK or North America slash Canada, whatever you wanna put there.

So the representative brand does not necessarily dictate everything that goes under here. It’s really just shorthand for the kind of brand you’re looking for. So if it is Meta, you might say, okay. Well, I want I want the company I work with to have, like, five thousand plus employees.

Meta has far more than that. But then at least, you know, if the organization has fewer than five thousand employees, they’re probably not a good fit for me. And you can be really, like, dedicated to your ICP, and you should be because the more narrow you are with that, the more you commit to that, the less guesswork you really have to do so you can identify what their revenue is. This is annual revenue.

This is the department that they’ll that you’ll likely be working with, the one that reaches out to you most commonly. So if you’re like, it’s always creative services or it’s always their growth team, or they’re likely to have, like, a sales pod that reaches out to me, then you write down that department and that becomes can you imagine how you would use that then? If you know that it’s always going to be a sales pod at, a large organization of five thousand people in tech that reaches out to you. Now you can really clearly figure out how to use LinkedIn sales navigator to get in front of more of them.

You can do a little voice of customer research and open up tons of information that’s just for them. So you can do far less work and still have it look like you’re a freaking genius because you’re focusing on this narrow group, which can be scary, but there’s only one of you. So if it’s like, but there’s only five thousand peep groups in the total addressable market. How am I ever gonna get rich?

You will. Don’t worry about it. It’s good. Like, you’re one person. You’re not a team of five thousand.

That would be a scarier proposition. There’s one of you. Most of the time, you’re you can’t go too narrow as long as you’re choosing people who have money and value what you do. If they don’t value what you do, no matter what, you’re never going to make any money.

If they don’t have money, no matter what you do, you’re never going to make any money. So that’s, like, pretty important.

Is this all clear and making sense and not weird?

Okay.

Do they have a creative team? Who’s on their creative team? And what’s important to answer here is if you are like, I only work with coaches, and there’s usually the coach plus their admin person who turns into a bit of a partner for them, and they use freelancers, that’s okay. Just write down here that their creative team is made up of freelance designers, freelance, freelance copywriters, maybe that you wouldn’t you you would even put in there any AI they use to, like, sub in for a creative person.

You also wanna put the tools that they use for your specialization or for things related to your specialization.

Canva could be one.

If they do wireframing, let’s say, in their tools they use for your specialization, if you’re in email, that’s your specialization.

What’s their CRM most likely to be? What is the what are the tools that they’re using? Again, that way you can say, hey.

Coach struggling with ActiveCampaign and segmenting in there. And, obviously, the the more you know about this, the easier it is to create content, which is what we are always, always going to be actually talking about when we’re talking about growing our businesses. There’s always an element of, okay, but what are you gonna put out into the world so that people know that.

What’s their budget?

Be honest about their budget for the kind of work that you do. Not their budget overall, but their budget for the kind of work that you do. If you don’t know, this is where it’s great to look at your past clients and better understand what their budget has been. If you’re like, I don’t want anymore, like, my past clients. Fair. Totally fair.

Now is the time where you are resourceful. Then you go out and you do the hard work of saying, how can I get my ideas, the persona at my ICP? We’ll get into personas next.

To sit down and talk to me about what their budget is and be honest with me. Like, I have to get that information or else I won’t know if they can afford my services. So you have to get that information. How can you go get it? Be resourceful about getting an answer to that important question. You’re the CEO.

CEO has to answer these important questions. You can’t just pretend they don’t exist. Right? So how do you find the budget? How do you find out what their budget is? How are they solving their copy struggles today?

I but I’ll be saying struggles more than problems going forward. I had a really good talk with Bob Mastat, this retreat I was just at from jobs.

And, yeah, struggles, just know going forward. I mean, problems, but struggles are typically we’ll talk more about that.

But it’s struggles slash problems.

And then time to close. How long does it take for them to say yes to you from the point that they feel that early problem slash struggle, through to getting on a call with you and everything else that happens so that you cannot be frustrated when this stuff takes time. Some the larger the organization, the more time it’s likely to take for them to say yes to you. And if you’re like, well, I need to close a client by the end of the month, they take three months to make a decision.

Now you know what your time is to close. And it’s critical to be really honest about these things or it’s very difficult to move forward if you’re, one, guessing. I think it probably takes, like, a month. If you don’t know, you really have to get on a call with that persona that you’re more likely to get honest information from.

Find a way to get on a call with them. Any questions about this for the ICP side of things?

Does everybody already have this sorted out?

Clearly, in a way you could hand it off to somebody.

Why haven’t you? Can I ask? And it could just be because, like, busyness, but I’m really curious. Yeah.

Me? Yeah. Katie. Yeah.

Because I am still lost in this model of, like, do I just change industries completely, or, like, am I looking at talking to a higher level person in the industry I’m already in?

Mhmm. Okay.

So, like, is it worth trying to figure out who this is, like, in the coaching space, or do I wanna just be like, you know, if it Joanna says to go to SAS, like, do that and, and dive in?

Yeah. I wonder about, like so I say SaaS because it’s easier, in everything that I’ve seen, but but I’ve also never built a brand in a different space. I’ve never been the one people go to when they’re a coach.

I’ve been asked, you know, a copywriter by all of the big coaches out there, but it’s never been understood to be me. That would be that one. Whenever, like, Joe, can you write this? Because I think they know damn well. Like, I don’t know what I what?

So can you do anything with coaches? How what I really mean is can you find a group that talks to each other so you can get easy referrals, that has ongoing work to do, and that thinks of themselves as a business? Part of the problem with a lot of coaches is that they follow this launch idea, which makes it hard for you to think of it as a business. It’s not until you cross over to Evergreen that in my experience, people seem to understand.

Now I’m a business. Now I’m making regular recurring revenue, not I just did a three million dollar launch, and I’m gonna take three months to freaking decompress because that was so much work.

But is there a way to go upmarket, Katie, for you? Is there an upmarket version of your audience?

Yeah. I definitely think that there is. I just think that, like I think I mentioned this before. It’s kind of like the further up you go, the more people are just teaching, like like, kind of the higher market you go, the less I wanna work with them.

Like Okay.

It’s more then I feel like it gets really and just, like, not the ethos that I wanna be in. Yeah. So, like, I’m in this program with lots of coaches at the, like, multi six to seven figure level, and I see them.

Like, so when I I used to feel like I knew who this ICP was, but then, like, working on the standardized offer, like, wanting to have some like, wanting to have something in that model Yeah.

I don’t think that that, like, ICA that I had previously mapped out wouldn’t necessarily go for the, like, optimization package, and that’s where I’m still, like, trying to marry this altogether.

Yeah. That’s fair.

I have a call booked with Rai, actually. I booked a one along with him for his insight into this market specifically to try and get this nailed down by the end of the week.

So that’s like Oh, damn. Why am I am, like, trying to figure it out.

Nice. Good deadline. I love it. Okay. Cool. So that makes sense. You’re actively working through it, and you’ll know more, hopefully, after talking with Rai.

Okay. Okay. Cool. Thanks, Katie. Anybody else wanna share what’s holding them back from pinpointing a little more, at least, their ICP?

I can, share something. I, I I told you I brought someone on recently, and, this person is someone who I want to take on, this portion of work that we’re doing at the moment with a client who works in ERP solutions Okay. Like NetSuite.

These consultancies, he’s, you know, he he runs a consultancy.

They the the the kind of the smallest versions have a revenue of about half a mil, and it goes all the way up to sort of fifteen to twenty mil before they start to really scale up. And what this client that I work with is, a great client, really, dedicated, but struggles with lead gen. Basically, it’s kind of just running running the business is taking everything. So we’ve developed an offer, sort of following a good chunk of what we’ve been doing, where I’m gonna be pitching, essentially kind of authority building, on LinkedIn, and Reddit because a good chunk of these customers are there, plus maybe a little bit of, lead gen, and sort of pitching it at a sort of ten k initialization and then an ongoing five k retainer.

But this is brand new. We’ve sort of been working day and night to put this together and build the pitch and kind of get into the direct selling sort of direct response, sorry, techniques to to really, like, sell it to this client. And then it was only, like, a week or two ago, we were like, oh, we should also, of course, prepare the like, we’ve developed a whole product now. We should start to look at, like, who else we could sell this to, because the might say no.

And, so we’ve we’ve got a good idea. We know the industry. We know the location. We know the revenue.

We know the employees, the department.

I guess we know the creative team. It’s freelancers.

Budget is trickier to figure out because they hire consultants, on a sort of ad hoc basis to complete their projects.

And I guess the the reason why we don’t have this all filled out is because, I don’t know the level of detail to go into yet.

Okay.

Because it’s new. Right? So that’s because it’s new. Yeah.

Yeah. So, this is a side note. Curious, though, about this pitch that you’re building.

Do you feel like it’s going to be something you can easily replicate for others?

So the whole as we built out this process, we’ve been building basically, we built the whole, service out of soaps. So, as as much as is possible, I will not be involved at all, and this other person will take over so that I can focus on, doing life cycle emails. And but this will be a, sort of a source of revenue for the business, an opportunity to to train this this person to a sort of management position.

So it’s a sort of long it’s sort of like a little bit of upfront work to get some long term distance out of the business.

Okay. Makes sense.

Cool.

So work in progress. Once you have this pitch done, you’ll have a little data. No. One data point is not, like, good.

But it’s better ish than nothing.

So it might be worth at least starting to to fill this in. But right now, you have a general idea of some of these points.

Sure. And I guess the one question I maybe had was if you so I know it’s in ERP solutions.

But to be honest, because of the nature of the service, there’s no real reason why it couldn’t be in, you know, any industry as long as the the company had a motivated founder who wanted to build a personal brand or, you know, and understood the the significance of that. Do you have any, do you have any advice on sort of thinking, laterally across industries for this kind of I know it’s a very sort of different.

No.

Well, that’s simply because I was just thinking so wait. I I now as a total side note. So wait. You want to help people who are in organizations build their personal brand?

Yeah. Well, to general yeah. To build their authority, to to, yeah, to build their their their company’s brand and their own personal brand.

So it’s sideways.

I actually have a lead for you then. They’ll send along to you. Someone just reached out to me for exactly that. So, anyway, I’ll send that to you, and that could be another data point for you to at least get in on a conversation with the what, the why, and all that kind of stuff to help fill this in. So that’s why I got distracted there and couldn’t answer your question because I was like, that’d be cool if I can solve that ask.

Okay. So yours so repeat your question then, please.

I’ve got the words from it, but not how it all goes together.

So so just how to think about I’m you know, I’m I’m basing this on the industry that that this this plan is in because we now I now know it very well. I mean, it works for them. But, you know, reasonably, with maybe a little bit more preparation upfront, we could do this for any industry.

Yeah.

So, do you have any advice about sort of thinking, laterally to move, you know, across industry or or just advice on maybe industries that are likely to have a a wealth of companies that are sort of in the, I I don’t know, one mil to fifteen mil revenue range, small ish teams and motivated founders.

Yeah. So many.

Definitely. Let me let me give some thought to that. I can say if that’s something you wanna do, if you wanna say, hey, founders, I can help you build your brand that is you’re ready to write a book. I assume all of those sorts of things will fit under that. Yep. Yeah.

Then just know that there’s a large market for this. There are a lot of people, a lot of founders who are doing exactly that. But it’s probably worth at minimum starting with one industry still. I would say it’s definitely worth that because then you can say, okay.

If it’s a founder and they’re making so much money, then you can start looking for the influencers, and that would, like, get into, the personas. So they might not even be at that ICP. So I would think of something like, if you’re trying to target those people, then we’d wanna get more into, like, figure out who the influencers are because there’s the SaaS Academy that’s filled with founders who are ready to build their brand. There’s, Matt Lerner with System, and that’s just in, like those are two groups that have founders who are highly motivated to do what it takes to get out into the world so that people use their solution the way that Jason Fried and DHH did for base camp.

So no, but there’s lots there, and let me give it some more thought.

Cool. That’d be amazing. Thank you.

Awesome. Thanks.

Anybody else have anything about ICPs before we move on?

Okay. So when it comes to your ICP, the inverted pyramid, as I mentioned at the start of this call, the inverted pyramid has, like, ICP, and then at the bottom is persona.

That, to me, visually, doesn’t leave enough room for the many personas that might be under there, and this, to me, feels more like pillars. But I I hate old school business diagrams with pillars. I just have a strong aversion to them from my day that Intuit. So I didn’t want this to look like a pillar.

But this is really a question of who are you targeting. So we need to fill in your ideal client profile, which just, like, take everything here and write a statement. Now if you’ve done the intensive freelancing, you’ve already done this work. You’ve already got this figured out. You know already that you will be refining the personas and a little bit of your ICP, but you should have that down, pretty well. Now the personas are, of course, the people at the ICP, typically, that are going to be the ones that you are targeting in your marketing.

But I don’t want you to stop there. And I know this can start to feel like a really big exercise, but if we only ever think about the people that we are targeting with our marketing, then we miss the point of all of the decision makers internally, and other people who help them make a decision. So when you’re thinking of personas, I would like you to think about what I just said to Johnson.

Who are the bigger influencers and make a persona out of one of those key influencers that might be they have a coach. They have an executive coach in Johnson’s case. Right? There’s an executive coach. They’re trying to make them better.

If you were to message toward executive coaches for these founders, then they could be a really good, opportunity for you. Right? But they don’t technically work at the ICP.

If you’re working with really small businesses, maybe they’re highly profitable, very small businesses, it could be the partner of the person who runs that business. So they’re like, the James clears of the world. They’re, like, super well known for one thing. They’re not planning on building a big business out, and their partner or, someone that they trust really closely.

Again, that could be an executive coach. It could be the partner that they have in life. It could be, a person in that they met in a mastermind who they call up all the time for help. So James Clear could say, hey, Nathan Barry.

Let’s hop on a call and talk through this. So one of your personas could be the Nathan Barry’s of the world.

So that would be something to consider. So I don’t just want you to think about only about the personas that you are likely to talk to directly on the path to getting a client, but do start there. Start with the people that you or the person usually that you are likely to, who is usually your point of contact or the one who kicks off working together.

So a good way to go about that, I have found and this is like a blank page for you to fill this in. I’d like you to take just five minutes to basically map out whatever that looks like for your org chart with personas and influencers. Now this org chart doesn’t have lines between it, because it’s really unnecessary. Grower, nobody. No. You can’t eat that plant. Nobody.

You’ve got the so in this case, I have VP of marketing, life cycle lead, and senior copy likely to be people that I connect with directly. The senior copywriter finds me and follows me, and this is if I was working on life cycle as my specialization. That’s the example here. This isn’t for me.

This is for an example of a freelancer who’s working on life cycle. So who’s your primary point of contact? This is the person who’s likely to work with you directly throughout. So the senior copywriter may find you online and start in their meetings with their manager, life cycle lead in this case, let’s say.

They’re in these meetings, and they’re like, hey. I’m really still struggling with x.

But I’ve started following, Abby, and I’m learning this cool stuff. And I wonder if there’s any way we can bring her into the org to help us with why.

And then that person would be the one who actually reaches out to you. Like, okay. Maybe just connect me with them or send me their email address, send me their website, and I’ll look into it. So the life cycle lead could be the actual person who reaches out to you, but your advocate internally might have been the senior copywriter or in other cases, other people.

But this is the example. Right? So if you know, generally, some people watching the replay of this will have been working with an organization or, like, sorry, an ICP for a long time, and they can more clearly document the I say org chart, it really means, like, influencer chart.

They can more easily document that because they’ve set they can say like, I can say for a SaaS company who wants to bring me in to rewrite their website and then optimize it. I know exactly who that point of contact is. I know who the influencer was that like, the advocate who first said we should go with this person. I know where they found me. I generally know when they found me, and I know who has to agree to this, who I have to really impress in order to get them to say yes, to say yes to a large amount of money. So I would know that a senior designer is gonna be involved.

Always brand managers are somehow involved. I gotta get them to believe that I understand brand at the same time I understand CRO. The CFO is gonna be the one approving usually going over budget because almost nobody comes to me and says, like, perfect. That’s exactly what I was hoping you would say.

It’s usually like, shit. Let’s see what we can do. So I have so these are lighter boxes here. These are the people, the CFO, the brand manager, the senior designer, those are people who are likely to come up a lot in meetings and in Google Docs.

So I want you to take five minutes to figure out the key personas that you will be typically talking with, that will find you, that will email you, that will follow you on social and DM you, and then the people who influence them.

Five minutes just to knock it out. Is that cool? Can we do this?

Hopefully, it’s a good useful exercise. I will be quiet until ten forty when I will be noisy again.

How’d we do?

Anybody want to share or talk through what you put down on the page?

Yeah. I I felt like like looking back at my past clients, so, like, seven figure course creators, I think I’m struggling to think of the time where it wasn’t the CEO that reached out to me and kind of approved the work. Like, I’ve maybe once had, like, an ad strategist come to me, but, otherwise, it’s it’s always gonna be the CEO.

And then where I’m struggling there is that like, with printing out content and stuff because it’s like I’m just skeptical whether, like, a CEO is gonna kind of watch my webinar or anything.

Yeah. Do they so then it’s good to look out at influencers. Right? If it’s difficult to get them directly, who influences them? Do they have a coach?

I guess so. Yes. Probably. Yeah. Probably. Yeah. If they’re doing seven figures, they probably have a coach because a coach probably targeted them at some point and sold themselves to them.

That’s at least been my experience is having coaches reach out, probably why I have three of them. And then, if you were to find that they have a coach or they’re part of a mastermind, have you experienced that at all that they’re part of a mastermind or they’re coached?

Yeah. I mean, I this is something I’ve been thinking about for years because it seems like such a strategic way to market, but I just I’ve not found, like, those masterminds.

Okay.

Yeah. I would say the next thing, you you just need to identify who first has introduced them to you or could introduce them to you, where has is the better one, but could is still an opportunity.

How do they find you? Who says at Usually Facebook groups. Facebook groups.

Yeah.

Or, like, LinkedIn.

But it’s always the, like, the founder that that reaches out, not a member of the group.

Figure or six figure? Yeah. Yeah. Seven figures. And they’re involved in Facebook groups that aren’t run by a coach.

Sometimes it’s their Facebook group.

Oh, okay. So what can be all so I don’t know if anybody else has any thoughts, but we know that they don’t summon us from the air. Right? We are not genies out of a lamp. We have to come from somewhere. They have to find us somewhere. They have to build a belief in us somehow.

Our job is to write down the path and figure out, like, who on that path is is the person that’s most likely to open the door for us.

So I would encourage you to really dig into it, Abby. If it’s always a Facebook group that they run, then that’s just good to know. Then you can say, okay. The CEO is always my number one persona. They’re the one I’m gonna reach out to all the time.

And if they find me in a Facebook group, then that’s not about this at all. That’s just gonna be marketing that further fleshes out your, both your ICP and your persona because they’re obviously hiring the Facebook group to do something for them slash for their business. So that’s just good to know.

Is it what you think the future ideal client looks like? Do you think it’ll be the same sort of experience, or do you have reason to believe the next group that you target the or sorry, the next group that, should be hiring you that they will find you the same way.

I mean, I don’t know. I think this is the trouble is, like, I find it, like, I find the ideal avatar exercises really hard because it it’s like, well, if I’m not kind of engaging with them already, like, how do I know what they like, who they are or what they want and how to speak to them?

Yeah. You have to speak to them. That is actually the work of it. It’d be nice if there was an easier way.

But the easier way is ultimately, usually, the harder way anyway if you like. Yeah. Buy insights somehow.

You’ll probably eventually end up having to go back to, you know, I actually do have to just get on a call and talk with them.

And how do you do that?

Oh, you gotta find them. That’s LinkedIn sales navigator. Try to find them. Yeah. And then DM them and offer them a really compelling offer to get on a call with you so you can pick their brain and get that advice that you need.

But that will be that’s the work.

What are sorry to Jen. What are some of those compelling offers just, you know, for fun?

What what their currency? Like, what moves them? If you know that you’re working with heart centered people, you could say, hey. So you have to ask yourself, what is this call worth to me potentially?

Is this a thousand dollar call for me? Would I pay a thousand bucks to get information out of them? If I knew I was paying a thousand dollars, then what questions would I ask? So you probably have better questions because you’re like, I’m gonna get the most of this thousand bucks, for an hour.

On their end, they’re like, holy. An hour is a long time for me to tell you how to target people like me, so you better make it worth a thousand bucks to me. So let’s say, you know that your ideal your persona, the one you are trying to reach out to, loves dogs, then you can say, okay. My offer is I’ll make a thousand dollar donation to the soy, I think it’s pronounced soy, s o I, dog foundation on your behalf if you get on this call with me for an hour and really get honest with me about this sort of thing. That could be a great offer, but not everybody will have the same offer because everybody is moved by different things.

So I would say the more you know about that person so research them on LinkedIn. Follow every other thing that you can. This is a this is, like, critical work. Right? This is how you potentially shape a multimillion dollar business.

I was talking to my team about this earlier, and I’m not saying this about you at all, but the money that we have to put up to start an online business is so minor compared to a florist. I wanna start a flower shop. There’s so much friction, so much money that has to go into that. This is this is the kind of thing where you have such an advantage over, like, a florist. You make more money than they ever will as well.

But this is the investment. This is like filling out the lease and spending money on leasing the space.

This is that hard cost for you. Find a thousand bucks. Do the hard research of figuring out who you need to talk to at what organization, what they need to hear from you in order to say yes hopping on a call with you.

Do that work, and you could have literally millions of dollars in value there. Don’t do the work. Have you guys seen that that that diagram of the easy life versus the hard life?

It’s like you I’ll I’ll find the diagram and send it to you. It’s like you ask easy questions, and your life it’s easy until you have to climb back. I’ll show you the diagram. It’ll make a lot of sense, but it’s the hard work.

You’re doing the hard thing. You’re valuing it the way you expect to be valued as well, by giving it a thousand bucks or whatever that is. And then, just make sure make sure you make the most of it. Does that all make sense?

A hundred percent. That makes perfect sense because I wanna do this for, life cycle emails too. That is my next job. Yeah. So that’s, mega super duper helpful. Thank you, Jeff.

Cool. Awesome. Abby, how are you?

Yeah. I’m just thinking, like so if I was gonna do five interviews and be like, okay. I’ll donate five thousand dollars for those five.

If, like, they’re the wrong people, then I’m gonna be like, like, really on time.

That’ll be a giant waste of money. Yeah. I mean, it’s good you donated. It’s not a waste, but for you, they’ve you that’s why you have to make sure it’s the right person. So the best you can do is start with one.

So who is the purse so if you actually believe that it is the CEO who reaches out to you Mhmm.

Then you need to find the CEO of this seven figure training business and really make sure that that they’re the one.

And that’s good. That’s the thing. But just do one first. Don’t book five of these things out of the gate because you might find that although the CEO has reached out to you in the past, just like in this diagram, life cycle lead is likely to reach out to me, not the senior copywriter, but senior copywriter was the one who found me.

So you need to first talk to the CEO who you hypothesize is the person and ask them as a question. Like, really dig into it. Don’t take the first answer. Don’t even take the seventh answer.

Like, dig deep into how they found you, and we’re willing to take that leap to hop on a call with you. You could find out that someone they listen to mentioned looking for a copywriter in a podcast. I don’t know what it is. You don’t know what it is, but you’ll find out when you do that first interview.

Just do them one at a time. Give yourself time to synthesize what you learn so that you can ask better questions the next time and make sure you’re talking with the right person. By the time you reach number five, you know you’ve spoken with the right person slash people.

Yeah. Don’t book five out of the gate. Okay. Just a point. Okay. Cool. Awesome.

How’s everybody else feeling, Katie? How are you doing?

Yeah. I mean, the personas, like, was clear for, I feel like, my current slash, like, slightly art market ICA, like, CEO, CMO, whether it’s fractional or, like, some kind of marketing person in house, then they typically have a VA or an OBM who does, like, the CRM management.

Then I’ve I’ve dealt with, like, the social media manager, if you remember that issue on the call, and the designer. And then I know that I’ve been recommended by, like, a content strategist. Mhmm.

I know a big one for me and, like, Abby, maybe this is helpful for you, but, like, I’ve had kind of two big rounds of clients come through a coach who has hired me and then recommended me within their masterminds.

So, like, one client who’s probably responsible for, like, forty percent of the business I’ve had, she uses my freebies in her group programs as resources, and then people come to me through that. But, like, that’s, you know, that’s a market that I’m, like, moving beyond, but it has so now I’m like, okay. How do I get in, like, the next level mastermind to have that same kind of effect? Yes. And that’s where I guess yeah. Sorry.

Go. Keep going.

Well, this is just, like Yeah.

That I mean, that’s, like, great, and I love that. And the idea of, like, something like, okay. Marketing, like, road to pursue is, like, teaching in more mastermind like, group, guest teaching in more programs.

But then I just I’m like, I have my my existing of, like, stuff that I’ve created and trainings that I’m ready to do, but I don’t know if any of that is relevant to who I wanna be speaking to now.

And I think I’m having this bigger, like, identity crisis around, like, do I really leave behind everything that I’ve created up till now, or, like, should I really just be doing a better job of marketing everything that I’ve already created?

Yeah.

It’s a tough call. Right? Sometimes the answer is yes. You do have to cut ties with everything that you’ve done in order to move on to what’s next.

Sometimes that’s really, really the true thing, and it’s the hard thing. But it doesn’t have to be. Right? You possibly could do you think people who value what you do and can afford your services are in are are somewhere in this audience you already have access to?

Well, I don’t know if you remember when you looked over my, like, visibility funnels offer idea, but, like, my stretch audience was still way below who you were telling me to go for. So it’s like maybe.

Yeah. Yeah.

I can tell you that I know it can I know it’s scary? I get that it’s totally scary. If it helps, we at CopyHackers are making hard cuts in our audience.

Very hard cuts, intentionally. And it means like, okay. We built this really great, solid seven figure with lots of profit business with this one group, but they’re not the future for us. They’re not what’s next.

And it’s hard to it’s technically difficult to say goodbye to that audience.

But how else are we gonna grow? You know? How else are we going to we’re going to have the business that we envision as a team going forward, if we just we have to let them go. And for us, it’s actually been exciting that Alex Catani is on the scene now because she’s serving a lot of, like, brand new freelancers, and I’m so happy to say, like, go learn from Alex.

Don’t don’t don’t hang out here. I don’t have anything for you. I and I do have things for them. I have lots of things for them, but that’s not the future.

So just know that it is a hard decision a lot of us has to have to make, to say no to a certain audience in order to open ourselves up for what’s next. And it’s risky, but that’s the business that we’re in. It’s all about reward for risk and sometimes getting a punch in the face for taking the risk too. And that’s just, like, the freaking joys of what we’ve signed up for.

So I don’t know. If you’re struggling to believe that the people who can afford you and value you are in your current audience without having to shake them off entirely because it’s scary too. And, potentially, scary also means, like, costly because you’re you’re saying no to things.

What can you do to mitigate that risk?

How can you and I just Mhmm. Oh, I’m so bad at this part of it because my gut is always just just just jump into the next pond, both feet in, just jump.

And not a lot of people want to, but when you dip your toe, I don’t know that you get the same rewards versus jumping all in.

But I also am extremely comfortable with risk.

Yeah.

I feel like I have, I have a retainer client and, like, payment plan that cover my bills for, like, the next four months.

Okay.

So I’m kind of like, okay. That’s, like, that’s there. So I do have this space to be doing this work. It’s just, yeah, like, that feeling of I’m because I know that, like, the the work that I get in three months is based on the marketing that I’m doing now. So, like, am I gonna drive off a cliff in into which when, you know, if that when that payment plan ends and that retainer offer is over, like, will there be anything left to to pick up?

Yeah.

Anyway, I’m I’m I’m I can do, like, mindset work around that, but, yeah, that’s where I’m at with the full audience shift.

Okay. Yeah, I get it. I mean, I think that’s huge that you’re even considering making the shift.

It’s also a really nice sign that you’ve got a cushion right now, for the next couple of months at least. So is there ever gonna be a safer time to make this call? Like, it feels like with the cushion, you’re covered, sounds like, for the next four months.

This could be the best time in your business history to really make this call.

It’s just you have to make the call, which is so challenging.

Not as fun as we want it to be.

Always fun when you look back later, like, oh, it was the best call ever.

But in the moment, stuff.

Okay. Thanks, Katie. Have you talked to Kirsty about any mindset stuff around making that change?

Not lately. But I feel like I’m in the so the other program that I’m in with all these coaches is very mindset focused.

So, like, I do a lot of stuff around that. It’s just the it’s more the practical like, what Johnson was asking about, like, actually getting in front of people Yeah.

Like, where to find them and how to figure out who actually has the budget and the priorities.

Have you used LinkedIn sales navigator? Like, have you given it a shot?

No. I don’t I’m not on LinkedIn at all.

My yeah. We’re I’m I’ve been very focused on, like, SEO and blogging Yeah. Which I know is, like, also on my on my little website. It probably gets little traffic. But that’s where like, other than direct referrals, that’s where most of my people come from.

Interesting.

Yeah. If you’re wondering about I would just say, like, go put together a quick LinkedIn profile. Say yes to the ninety seven bucks for LinkedIn sales navigator and just see if you can start.

What I find is useful with Sales Navigator is even if you don’t do anything with it right away, you can at least say, cool. There is a market out there. Cool. There are like, you could find that there are five thousand coaches, and then you can start narrowing down with their filters a bit more to the point where potentially you could reach out to a few of them and say, can I pick your brain? I’m trying to figure this stuff out. Yeah. Cool.

And, of course, you’ve got the group that you’re in, which probably has some of these coaches you can also just Mhmm.

Ask. Yeah. Okay. Cool, Katie. Johnson?

Yep. So, I because I’ve missed a few things. I remember seeing someone else and talk about SaaS navigator. Have you you’ve have you covered you’ve covered that in something somewhere?

Lightly. We covered it a few weeks ago. I think it was in CSP.

Really lightly, the new copy school professional dot com.

Sarah, I know we just talked about it this morning.

Tina, maybe you know the answer. Wait. Sarah’s coming on screen.

When Why you hate me?

Why do you gotta hate me on this?

When will Johnson have access to?

I don’t know. When is Johnson gonna work on it? Just kidding.

Johnson would I wanna say by the end I’d wanna say by the end of this week.

Okay. So then you’ll be able to answer.

I’ve been snacking on working on, the CSP website. That’s my bad.

Yeah. Thank you for finally admitting that.

It’s it’s about time.

Awesome. Yeah. By the end of this week, we’ll have a link so it’s already invitation.

Awesome. Oh, there we go. Stacy says it was April twenty second. Thanks, Stacy.

So you can go back through some close to that.

I’m not sure on the exact date, but around then.

Okay. Wicked. Thank you.

Okay. So we have about fifteen minutes, because I actually have unfortunately, someone booked a meeting immediately at quarter after instead of thirty after, thirty past. So my bad.

Transcript

Yep.

Let’s dig into the actual training. So I shared the worksheet out in Slack. If you need it, please go to the Copy School Pro Slack group, and you will find the worksheet in the events area.

So this month, we’re trying out themes for the month in Coffee School Pro. The idea for this month is to get you really crystal clear on, all things ICP and persona. And when I say ICP, for those who are maybe watching the replay from other places, you might say I c a.

We say I c p, which in my brain, I was just like internal client. No.

Ideal client profile is what that is. I was going to share the inverted pyramid, but I didn’t want to overwhelm us with all talks of, like, market audience, and all of, like, the parts of the inverted pyramid, but there is one out there if you want. And what I don’t love about the inverted pyramid is it finishes at the bottom with persona.

So if you can imagine, there’s a world where there’s this inverted pyramid, and it has, like, market at the top and then, like, kind of target market. Then ICP, that’s the type of business that you’re really trying to target, and everybody here that I know of is trying to target a business of some kind.

So you’ve got the business, and then you have persona at the bottom of this inverted pyramid. But the challenge is that it looks like it’s one thing that it looks like you should have one, persona and that it’s small when in fact, most of us are gonna have three, maybe four different personas, the people that we are trying to reach out to in organizations, and that’s what I wanna talk about today.

Hi, Abby. Welcome. Just saw you show up.

Cool. So I’m going to share my screen. And, Abby, you just got here, so know that this worksheet is over in, in Slack. So you can get that there. If you would like to, please do. I would like you to work on the the free drawing area that we get into later. You can just do it on a piece of paper that you have.

So all this month, we’re working on this buyer handbook idea. Who are the people you are trying to sell to? That’s the persona you’re trying to connect with.

And then, where do they work? So getting really clear on that. And when your clients come to you and say, can you help us write for this segment? You can be really clear on that too. So between Perna and Rai teaching about, like, what to do for the copywriting side of things, research, etcetera, for your clients, And then myself and Shane helping you with, the stuff to do for your own business.

You should come out of this with a really rounded, education. Some of it reminder stuff, some of it brand new stuff by the end of June.

Book of the month. Does anybody remember what the book of the month is?

I don’t.

I will look, and we will share it with you.

So watch for that. Okay. So we wanna talk with the people at our ICP. Our ICP, again, ideal client’s profile, personas fit in neatly underneath that Challenger sale. Thank you, Jessica.

So the Challenger sale.

There. One second.

The Challenger sale got some bookmarks in it.

The reason that we want to read this is because everything to do with our buyer is in the sunshine growth model under the money side of things. So it can feel administrative. It can feel extra, but it’s really, really critical to get this stuff right if you’re going to make more money. You may make some changes to your ICP. You may add a new persona. Maybe you don’t even have personas at this point. That expect some of that to be kind of stirred up, some changes that you might make to make sure you’re attracting people who value what you do and have money to spend on it as well.

So the great thing about a persona is that it helps you visualize the person that you’re talking to, the person who’s consuming your content on social media or wherever that might be in your email list, and the people that you’re going to be working with internally as well.

Personas and jobs to be done are often talked about in, like, conflict with each other, but every persona has a job to be done, at least one. Right? So you can use everything you might know already about jobs to be done.

You can use that alongside personas. So if you have any resistance in your mind, if you’re like, oh, I’m pure jobs, I don’t wanna hear about it, don’t worry about it. You can do both. You can both follow persona stuff and job stuff.

Okay? By the end of this month, we have shifted some things around so that Shane is working toward, ideally, being able to say, now that you’ve got all these insights into your buyer, into who you’re trying to target and how to get in front of them, what’s what they’re looking for, etcetera, you can, like, have AI put together your buyer handbook for you. So this is all building up to something, then you can hand that handbook off to anybody that you might hire and yourself. You can, of course, reference it.

So keep that in mind, and it’s always gonna be a work in progress.

Okay.

Your ICP, it could be useful to have a representative brand. If you’re watching this, open up your workbook now. This is where you’re going to be writing some stuff in, this worksheet.

So does anybody have a representative brand for their ICP?

Johnson, Katie, Jessica, Stacy, Abby?

No?

Like, a brand that would be the most ideal version of it.

I I do, but then I worked with that brand, and now I’m looking for a new one because they were not ideal. Yeah.

Hey. Okay.

Johnson, you put up your hand a bit on that. No?

Okay. Yeah. It can be useful too. Some people start with that representative brand, and it’s it doesn’t have to be a dream brand either.

It can be a brand you already worked with. So if there’s someone who stands out to you, it’s usually better to start with the brand you already have worked with so that you can really clearly fill this part out. Now this isn’t, like, from any sort of book putting together your ICP. This is what I find useful in understanding, the organization that I’m talking to.

For us, we’re often talking to, very two very different ICPs. So for copy hackers, we have at least two ICPs. One of them is a very small business. One person with, like, a VA or two, obviously, all the freelancers that we work with.

And then there’s this other ICP that is extraordinarily large organizations that have copy teams in them and creative teams. So we have two different ones with different personas in each, which is not recommended. It’s not gonna make your life any easier. So do choose one that you can target well with your offer.

And then this is really like, it feels, maybe administrative, but if you haven’t written down what industry they’re in, where they’re located, that doesn’t have to be, like, down to a city. Right? It doesn’t have to be just for this brand. So if you’re like, my ICP is Facebook.

Well, let’s say Meta. So my ICP is Meta. Their industry is tech slash social media slash advertising.

Their location is they’re in Palo Alto. Last I knew of the Facebook headquarters.

You don’t have to go into that. So it doesn’t have to go that far. You don’t have to say Palo Alto. You can just say they’re in the UK or North America slash Canada, whatever you wanna put there.

So the representative brand does not necessarily dictate everything that goes under here. It’s really just shorthand for the kind of brand you’re looking for. So if it is Meta, you might say, okay. Well, I want I want the company I work with to have, like, five thousand plus employees.

Meta has far more than that. But then at least, you know, if the organization has fewer than five thousand employees, they’re probably not a good fit for me. And you can be really, like, dedicated to your ICP, and you should be because the more narrow you are with that, the more you commit to that, the less guesswork you really have to do so you can identify what their revenue is. This is annual revenue.

This is the department that they’ll that you’ll likely be working with, the one that reaches out to you most commonly. So if you’re like, it’s always creative services or it’s always their growth team, or they’re likely to have, like, a sales pod that reaches out to me, then you write down that department and that becomes can you imagine how you would use that then? If you know that it’s always going to be a sales pod at, a large organization of five thousand people in tech that reaches out to you. Now you can really clearly figure out how to use LinkedIn sales navigator to get in front of more of them.

You can do a little voice of customer research and open up tons of information that’s just for them. So you can do far less work and still have it look like you’re a freaking genius because you’re focusing on this narrow group, which can be scary, but there’s only one of you. So if it’s like, but there’s only five thousand peep groups in the total addressable market. How am I ever gonna get rich?

You will. Don’t worry about it. It’s good. Like, you’re one person. You’re not a team of five thousand.

That would be a scarier proposition. There’s one of you. Most of the time, you’re you can’t go too narrow as long as you’re choosing people who have money and value what you do. If they don’t value what you do, no matter what, you’re never going to make any money.

If they don’t have money, no matter what you do, you’re never going to make any money. So that’s, like, pretty important.

Is this all clear and making sense and not weird?

Okay.

Do they have a creative team? Who’s on their creative team? And what’s important to answer here is if you are like, I only work with coaches, and there’s usually the coach plus their admin person who turns into a bit of a partner for them, and they use freelancers, that’s okay. Just write down here that their creative team is made up of freelance designers, freelance, freelance copywriters, maybe that you wouldn’t you you would even put in there any AI they use to, like, sub in for a creative person.

You also wanna put the tools that they use for your specialization or for things related to your specialization.

Canva could be one.

If they do wireframing, let’s say, in their tools they use for your specialization, if you’re in email, that’s your specialization.

What’s their CRM most likely to be? What is the what are the tools that they’re using? Again, that way you can say, hey.

Coach struggling with ActiveCampaign and segmenting in there. And, obviously, the the more you know about this, the easier it is to create content, which is what we are always, always going to be actually talking about when we’re talking about growing our businesses. There’s always an element of, okay, but what are you gonna put out into the world so that people know that.

What’s their budget?

Be honest about their budget for the kind of work that you do. Not their budget overall, but their budget for the kind of work that you do. If you don’t know, this is where it’s great to look at your past clients and better understand what their budget has been. If you’re like, I don’t want anymore, like, my past clients. Fair. Totally fair.

Now is the time where you are resourceful. Then you go out and you do the hard work of saying, how can I get my ideas, the persona at my ICP? We’ll get into personas next.

To sit down and talk to me about what their budget is and be honest with me. Like, I have to get that information or else I won’t know if they can afford my services. So you have to get that information. How can you go get it? Be resourceful about getting an answer to that important question. You’re the CEO.

CEO has to answer these important questions. You can’t just pretend they don’t exist. Right? So how do you find the budget? How do you find out what their budget is? How are they solving their copy struggles today?

I but I’ll be saying struggles more than problems going forward. I had a really good talk with Bob Mastat, this retreat I was just at from jobs.

And, yeah, struggles, just know going forward. I mean, problems, but struggles are typically we’ll talk more about that.

But it’s struggles slash problems.

And then time to close. How long does it take for them to say yes to you from the point that they feel that early problem slash struggle, through to getting on a call with you and everything else that happens so that you cannot be frustrated when this stuff takes time. Some the larger the organization, the more time it’s likely to take for them to say yes to you. And if you’re like, well, I need to close a client by the end of the month, they take three months to make a decision.

Now you know what your time is to close. And it’s critical to be really honest about these things or it’s very difficult to move forward if you’re, one, guessing. I think it probably takes, like, a month. If you don’t know, you really have to get on a call with that persona that you’re more likely to get honest information from.

Find a way to get on a call with them. Any questions about this for the ICP side of things?

Does everybody already have this sorted out?

Clearly, in a way you could hand it off to somebody.

Why haven’t you? Can I ask? And it could just be because, like, busyness, but I’m really curious. Yeah.

Me? Yeah. Katie. Yeah.

Because I am still lost in this model of, like, do I just change industries completely, or, like, am I looking at talking to a higher level person in the industry I’m already in?

Mhmm. Okay.

So, like, is it worth trying to figure out who this is, like, in the coaching space, or do I wanna just be like, you know, if it Joanna says to go to SAS, like, do that and, and dive in?

Yeah. I wonder about, like so I say SaaS because it’s easier, in everything that I’ve seen, but but I’ve also never built a brand in a different space. I’ve never been the one people go to when they’re a coach.

I’ve been asked, you know, a copywriter by all of the big coaches out there, but it’s never been understood to be me. That would be that one. Whenever, like, Joe, can you write this? Because I think they know damn well. Like, I don’t know what I what?

So can you do anything with coaches? How what I really mean is can you find a group that talks to each other so you can get easy referrals, that has ongoing work to do, and that thinks of themselves as a business? Part of the problem with a lot of coaches is that they follow this launch idea, which makes it hard for you to think of it as a business. It’s not until you cross over to Evergreen that in my experience, people seem to understand.

Now I’m a business. Now I’m making regular recurring revenue, not I just did a three million dollar launch, and I’m gonna take three months to freaking decompress because that was so much work.

But is there a way to go upmarket, Katie, for you? Is there an upmarket version of your audience?

Yeah. I definitely think that there is. I just think that, like I think I mentioned this before. It’s kind of like the further up you go, the more people are just teaching, like like, kind of the higher market you go, the less I wanna work with them.

Like Okay.

It’s more then I feel like it gets really and just, like, not the ethos that I wanna be in. Yeah. So, like, I’m in this program with lots of coaches at the, like, multi six to seven figure level, and I see them.

Like, so when I I used to feel like I knew who this ICP was, but then, like, working on the standardized offer, like, wanting to have some like, wanting to have something in that model Yeah.

I don’t think that that, like, ICA that I had previously mapped out wouldn’t necessarily go for the, like, optimization package, and that’s where I’m still, like, trying to marry this altogether.

Yeah. That’s fair.

I have a call booked with Rai, actually. I booked a one along with him for his insight into this market specifically to try and get this nailed down by the end of the week.

So that’s like Oh, damn. Why am I am, like, trying to figure it out.

Nice. Good deadline. I love it. Okay. Cool. So that makes sense. You’re actively working through it, and you’ll know more, hopefully, after talking with Rai.

Okay. Okay. Cool. Thanks, Katie. Anybody else wanna share what’s holding them back from pinpointing a little more, at least, their ICP?

I can, share something. I, I I told you I brought someone on recently, and, this person is someone who I want to take on, this portion of work that we’re doing at the moment with a client who works in ERP solutions Okay. Like NetSuite.

These consultancies, he’s, you know, he he runs a consultancy.

They the the the kind of the smallest versions have a revenue of about half a mil, and it goes all the way up to sort of fifteen to twenty mil before they start to really scale up. And what this client that I work with is, a great client, really, dedicated, but struggles with lead gen. Basically, it’s kind of just running running the business is taking everything. So we’ve developed an offer, sort of following a good chunk of what we’ve been doing, where I’m gonna be pitching, essentially kind of authority building, on LinkedIn, and Reddit because a good chunk of these customers are there, plus maybe a little bit of, lead gen, and sort of pitching it at a sort of ten k initialization and then an ongoing five k retainer.

But this is brand new. We’ve sort of been working day and night to put this together and build the pitch and kind of get into the direct selling sort of direct response, sorry, techniques to to really, like, sell it to this client. And then it was only, like, a week or two ago, we were like, oh, we should also, of course, prepare the like, we’ve developed a whole product now. We should start to look at, like, who else we could sell this to, because the might say no.

And, so we’ve we’ve got a good idea. We know the industry. We know the location. We know the revenue.

We know the employees, the department.

I guess we know the creative team. It’s freelancers.

Budget is trickier to figure out because they hire consultants, on a sort of ad hoc basis to complete their projects.

And I guess the the reason why we don’t have this all filled out is because, I don’t know the level of detail to go into yet.

Okay.

Because it’s new. Right? So that’s because it’s new. Yeah.

Yeah. So, this is a side note. Curious, though, about this pitch that you’re building.

Do you feel like it’s going to be something you can easily replicate for others?

So the whole as we built out this process, we’ve been building basically, we built the whole, service out of soaps. So, as as much as is possible, I will not be involved at all, and this other person will take over so that I can focus on, doing life cycle emails. And but this will be a, sort of a source of revenue for the business, an opportunity to to train this this person to a sort of management position.

So it’s a sort of long it’s sort of like a little bit of upfront work to get some long term distance out of the business.

Okay. Makes sense.

Cool.

So work in progress. Once you have this pitch done, you’ll have a little data. No. One data point is not, like, good.

But it’s better ish than nothing.

So it might be worth at least starting to to fill this in. But right now, you have a general idea of some of these points.

Sure. And I guess the one question I maybe had was if you so I know it’s in ERP solutions.

But to be honest, because of the nature of the service, there’s no real reason why it couldn’t be in, you know, any industry as long as the the company had a motivated founder who wanted to build a personal brand or, you know, and understood the the significance of that. Do you have any, do you have any advice on sort of thinking, laterally across industries for this kind of I know it’s a very sort of different.

No.

Well, that’s simply because I was just thinking so wait. I I now as a total side note. So wait. You want to help people who are in organizations build their personal brand?

Yeah. Well, to general yeah. To build their authority, to to, yeah, to build their their their company’s brand and their own personal brand.

So it’s sideways.

I actually have a lead for you then. They’ll send along to you. Someone just reached out to me for exactly that. So, anyway, I’ll send that to you, and that could be another data point for you to at least get in on a conversation with the what, the why, and all that kind of stuff to help fill this in. So that’s why I got distracted there and couldn’t answer your question because I was like, that’d be cool if I can solve that ask.

Okay. So yours so repeat your question then, please.

I’ve got the words from it, but not how it all goes together.

So so just how to think about I’m you know, I’m I’m basing this on the industry that that this this plan is in because we now I now know it very well. I mean, it works for them. But, you know, reasonably, with maybe a little bit more preparation upfront, we could do this for any industry.

Yeah.

So, do you have any advice about sort of thinking, laterally to move, you know, across industry or or just advice on maybe industries that are likely to have a a wealth of companies that are sort of in the, I I don’t know, one mil to fifteen mil revenue range, small ish teams and motivated founders.

Yeah. So many.

Definitely. Let me let me give some thought to that. I can say if that’s something you wanna do, if you wanna say, hey, founders, I can help you build your brand that is you’re ready to write a book. I assume all of those sorts of things will fit under that. Yep. Yeah.

Then just know that there’s a large market for this. There are a lot of people, a lot of founders who are doing exactly that. But it’s probably worth at minimum starting with one industry still. I would say it’s definitely worth that because then you can say, okay.

If it’s a founder and they’re making so much money, then you can start looking for the influencers, and that would, like, get into, the personas. So they might not even be at that ICP. So I would think of something like, if you’re trying to target those people, then we’d wanna get more into, like, figure out who the influencers are because there’s the SaaS Academy that’s filled with founders who are ready to build their brand. There’s, Matt Lerner with System, and that’s just in, like those are two groups that have founders who are highly motivated to do what it takes to get out into the world so that people use their solution the way that Jason Fried and DHH did for base camp.

So no, but there’s lots there, and let me give it some more thought.

Cool. That’d be amazing. Thank you.

Awesome. Thanks.

Anybody else have anything about ICPs before we move on?

Okay. So when it comes to your ICP, the inverted pyramid, as I mentioned at the start of this call, the inverted pyramid has, like, ICP, and then at the bottom is persona.

That, to me, visually, doesn’t leave enough room for the many personas that might be under there, and this, to me, feels more like pillars. But I I hate old school business diagrams with pillars. I just have a strong aversion to them from my day that Intuit. So I didn’t want this to look like a pillar.

But this is really a question of who are you targeting. So we need to fill in your ideal client profile, which just, like, take everything here and write a statement. Now if you’ve done the intensive freelancing, you’ve already done this work. You’ve already got this figured out. You know already that you will be refining the personas and a little bit of your ICP, but you should have that down, pretty well. Now the personas are, of course, the people at the ICP, typically, that are going to be the ones that you are targeting in your marketing.

But I don’t want you to stop there. And I know this can start to feel like a really big exercise, but if we only ever think about the people that we are targeting with our marketing, then we miss the point of all of the decision makers internally, and other people who help them make a decision. So when you’re thinking of personas, I would like you to think about what I just said to Johnson.

Who are the bigger influencers and make a persona out of one of those key influencers that might be they have a coach. They have an executive coach in Johnson’s case. Right? There’s an executive coach. They’re trying to make them better.

If you were to message toward executive coaches for these founders, then they could be a really good, opportunity for you. Right? But they don’t technically work at the ICP.

If you’re working with really small businesses, maybe they’re highly profitable, very small businesses, it could be the partner of the person who runs that business. So they’re like, the James clears of the world. They’re, like, super well known for one thing. They’re not planning on building a big business out, and their partner or, someone that they trust really closely.

Again, that could be an executive coach. It could be the partner that they have in life. It could be, a person in that they met in a mastermind who they call up all the time for help. So James Clear could say, hey, Nathan Barry.

Let’s hop on a call and talk through this. So one of your personas could be the Nathan Barry’s of the world.

So that would be something to consider. So I don’t just want you to think about only about the personas that you are likely to talk to directly on the path to getting a client, but do start there. Start with the people that you or the person usually that you are likely to, who is usually your point of contact or the one who kicks off working together.

So a good way to go about that, I have found and this is like a blank page for you to fill this in. I’d like you to take just five minutes to basically map out whatever that looks like for your org chart with personas and influencers. Now this org chart doesn’t have lines between it, because it’s really unnecessary. Grower, nobody. No. You can’t eat that plant. Nobody.

You’ve got the so in this case, I have VP of marketing, life cycle lead, and senior copy likely to be people that I connect with directly. The senior copywriter finds me and follows me, and this is if I was working on life cycle as my specialization. That’s the example here. This isn’t for me.

This is for an example of a freelancer who’s working on life cycle. So who’s your primary point of contact? This is the person who’s likely to work with you directly throughout. So the senior copywriter may find you online and start in their meetings with their manager, life cycle lead in this case, let’s say.

They’re in these meetings, and they’re like, hey. I’m really still struggling with x.

But I’ve started following, Abby, and I’m learning this cool stuff. And I wonder if there’s any way we can bring her into the org to help us with why.

And then that person would be the one who actually reaches out to you. Like, okay. Maybe just connect me with them or send me their email address, send me their website, and I’ll look into it. So the life cycle lead could be the actual person who reaches out to you, but your advocate internally might have been the senior copywriter or in other cases, other people.

But this is the example. Right? So if you know, generally, some people watching the replay of this will have been working with an organization or, like, sorry, an ICP for a long time, and they can more clearly document the I say org chart, it really means, like, influencer chart.

They can more easily document that because they’ve set they can say like, I can say for a SaaS company who wants to bring me in to rewrite their website and then optimize it. I know exactly who that point of contact is. I know who the influencer was that like, the advocate who first said we should go with this person. I know where they found me. I generally know when they found me, and I know who has to agree to this, who I have to really impress in order to get them to say yes, to say yes to a large amount of money. So I would know that a senior designer is gonna be involved.

Always brand managers are somehow involved. I gotta get them to believe that I understand brand at the same time I understand CRO. The CFO is gonna be the one approving usually going over budget because almost nobody comes to me and says, like, perfect. That’s exactly what I was hoping you would say.

It’s usually like, shit. Let’s see what we can do. So I have so these are lighter boxes here. These are the people, the CFO, the brand manager, the senior designer, those are people who are likely to come up a lot in meetings and in Google Docs.

So I want you to take five minutes to figure out the key personas that you will be typically talking with, that will find you, that will email you, that will follow you on social and DM you, and then the people who influence them.

Five minutes just to knock it out. Is that cool? Can we do this?

Hopefully, it’s a good useful exercise. I will be quiet until ten forty when I will be noisy again.

How’d we do?

Anybody want to share or talk through what you put down on the page?

Yeah. I I felt like like looking back at my past clients, so, like, seven figure course creators, I think I’m struggling to think of the time where it wasn’t the CEO that reached out to me and kind of approved the work. Like, I’ve maybe once had, like, an ad strategist come to me, but, otherwise, it’s it’s always gonna be the CEO.

And then where I’m struggling there is that like, with printing out content and stuff because it’s like I’m just skeptical whether, like, a CEO is gonna kind of watch my webinar or anything.

Yeah. Do they so then it’s good to look out at influencers. Right? If it’s difficult to get them directly, who influences them? Do they have a coach?

I guess so. Yes. Probably. Yeah. Probably. Yeah. If they’re doing seven figures, they probably have a coach because a coach probably targeted them at some point and sold themselves to them.

That’s at least been my experience is having coaches reach out, probably why I have three of them. And then, if you were to find that they have a coach or they’re part of a mastermind, have you experienced that at all that they’re part of a mastermind or they’re coached?

Yeah. I mean, I this is something I’ve been thinking about for years because it seems like such a strategic way to market, but I just I’ve not found, like, those masterminds.

Okay.

Yeah. I would say the next thing, you you just need to identify who first has introduced them to you or could introduce them to you, where has is the better one, but could is still an opportunity.

How do they find you? Who says at Usually Facebook groups. Facebook groups.

Yeah.

Or, like, LinkedIn.

But it’s always the, like, the founder that that reaches out, not a member of the group.

Figure or six figure? Yeah. Yeah. Seven figures. And they’re involved in Facebook groups that aren’t run by a coach.

Sometimes it’s their Facebook group.

Oh, okay. So what can be all so I don’t know if anybody else has any thoughts, but we know that they don’t summon us from the air. Right? We are not genies out of a lamp. We have to come from somewhere. They have to find us somewhere. They have to build a belief in us somehow.

Our job is to write down the path and figure out, like, who on that path is is the person that’s most likely to open the door for us.

So I would encourage you to really dig into it, Abby. If it’s always a Facebook group that they run, then that’s just good to know. Then you can say, okay. The CEO is always my number one persona. They’re the one I’m gonna reach out to all the time.

And if they find me in a Facebook group, then that’s not about this at all. That’s just gonna be marketing that further fleshes out your, both your ICP and your persona because they’re obviously hiring the Facebook group to do something for them slash for their business. So that’s just good to know.

Is it what you think the future ideal client looks like? Do you think it’ll be the same sort of experience, or do you have reason to believe the next group that you target the or sorry, the next group that, should be hiring you that they will find you the same way.

I mean, I don’t know. I think this is the trouble is, like, I find it, like, I find the ideal avatar exercises really hard because it it’s like, well, if I’m not kind of engaging with them already, like, how do I know what they like, who they are or what they want and how to speak to them?

Yeah. You have to speak to them. That is actually the work of it. It’d be nice if there was an easier way.

But the easier way is ultimately, usually, the harder way anyway if you like. Yeah. Buy insights somehow.

You’ll probably eventually end up having to go back to, you know, I actually do have to just get on a call and talk with them.

And how do you do that?

Oh, you gotta find them. That’s LinkedIn sales navigator. Try to find them. Yeah. And then DM them and offer them a really compelling offer to get on a call with you so you can pick their brain and get that advice that you need.

But that will be that’s the work.

What are sorry to Jen. What are some of those compelling offers just, you know, for fun?

What what their currency? Like, what moves them? If you know that you’re working with heart centered people, you could say, hey. So you have to ask yourself, what is this call worth to me potentially?

Is this a thousand dollar call for me? Would I pay a thousand bucks to get information out of them? If I knew I was paying a thousand dollars, then what questions would I ask? So you probably have better questions because you’re like, I’m gonna get the most of this thousand bucks, for an hour.

On their end, they’re like, holy. An hour is a long time for me to tell you how to target people like me, so you better make it worth a thousand bucks to me. So let’s say, you know that your ideal your persona, the one you are trying to reach out to, loves dogs, then you can say, okay. My offer is I’ll make a thousand dollar donation to the soy, I think it’s pronounced soy, s o I, dog foundation on your behalf if you get on this call with me for an hour and really get honest with me about this sort of thing. That could be a great offer, but not everybody will have the same offer because everybody is moved by different things.

So I would say the more you know about that person so research them on LinkedIn. Follow every other thing that you can. This is a this is, like, critical work. Right? This is how you potentially shape a multimillion dollar business.

I was talking to my team about this earlier, and I’m not saying this about you at all, but the money that we have to put up to start an online business is so minor compared to a florist. I wanna start a flower shop. There’s so much friction, so much money that has to go into that. This is this is the kind of thing where you have such an advantage over, like, a florist. You make more money than they ever will as well.

But this is the investment. This is like filling out the lease and spending money on leasing the space.

This is that hard cost for you. Find a thousand bucks. Do the hard research of figuring out who you need to talk to at what organization, what they need to hear from you in order to say yes hopping on a call with you.

Do that work, and you could have literally millions of dollars in value there. Don’t do the work. Have you guys seen that that that diagram of the easy life versus the hard life?

It’s like you I’ll I’ll find the diagram and send it to you. It’s like you ask easy questions, and your life it’s easy until you have to climb back. I’ll show you the diagram. It’ll make a lot of sense, but it’s the hard work.

You’re doing the hard thing. You’re valuing it the way you expect to be valued as well, by giving it a thousand bucks or whatever that is. And then, just make sure make sure you make the most of it. Does that all make sense?

A hundred percent. That makes perfect sense because I wanna do this for, life cycle emails too. That is my next job. Yeah. So that’s, mega super duper helpful. Thank you, Jeff.

Cool. Awesome. Abby, how are you?

Yeah. I’m just thinking, like so if I was gonna do five interviews and be like, okay. I’ll donate five thousand dollars for those five.

If, like, they’re the wrong people, then I’m gonna be like, like, really on time.

That’ll be a giant waste of money. Yeah. I mean, it’s good you donated. It’s not a waste, but for you, they’ve you that’s why you have to make sure it’s the right person. So the best you can do is start with one.

So who is the purse so if you actually believe that it is the CEO who reaches out to you Mhmm.

Then you need to find the CEO of this seven figure training business and really make sure that that they’re the one.

And that’s good. That’s the thing. But just do one first. Don’t book five of these things out of the gate because you might find that although the CEO has reached out to you in the past, just like in this diagram, life cycle lead is likely to reach out to me, not the senior copywriter, but senior copywriter was the one who found me.

So you need to first talk to the CEO who you hypothesize is the person and ask them as a question. Like, really dig into it. Don’t take the first answer. Don’t even take the seventh answer.

Like, dig deep into how they found you, and we’re willing to take that leap to hop on a call with you. You could find out that someone they listen to mentioned looking for a copywriter in a podcast. I don’t know what it is. You don’t know what it is, but you’ll find out when you do that first interview.

Just do them one at a time. Give yourself time to synthesize what you learn so that you can ask better questions the next time and make sure you’re talking with the right person. By the time you reach number five, you know you’ve spoken with the right person slash people.

Yeah. Don’t book five out of the gate. Okay. Just a point. Okay. Cool. Awesome.

How’s everybody else feeling, Katie? How are you doing?

Yeah. I mean, the personas, like, was clear for, I feel like, my current slash, like, slightly art market ICA, like, CEO, CMO, whether it’s fractional or, like, some kind of marketing person in house, then they typically have a VA or an OBM who does, like, the CRM management.

Then I’ve I’ve dealt with, like, the social media manager, if you remember that issue on the call, and the designer. And then I know that I’ve been recommended by, like, a content strategist. Mhmm.

I know a big one for me and, like, Abby, maybe this is helpful for you, but, like, I’ve had kind of two big rounds of clients come through a coach who has hired me and then recommended me within their masterminds.

So, like, one client who’s probably responsible for, like, forty percent of the business I’ve had, she uses my freebies in her group programs as resources, and then people come to me through that. But, like, that’s, you know, that’s a market that I’m, like, moving beyond, but it has so now I’m like, okay. How do I get in, like, the next level mastermind to have that same kind of effect? Yes. And that’s where I guess yeah. Sorry.

Go. Keep going.

Well, this is just, like Yeah.

That I mean, that’s, like, great, and I love that. And the idea of, like, something like, okay. Marketing, like, road to pursue is, like, teaching in more mastermind like, group, guest teaching in more programs.

But then I just I’m like, I have my my existing of, like, stuff that I’ve created and trainings that I’m ready to do, but I don’t know if any of that is relevant to who I wanna be speaking to now.

And I think I’m having this bigger, like, identity crisis around, like, do I really leave behind everything that I’ve created up till now, or, like, should I really just be doing a better job of marketing everything that I’ve already created?

Yeah.

It’s a tough call. Right? Sometimes the answer is yes. You do have to cut ties with everything that you’ve done in order to move on to what’s next.

Sometimes that’s really, really the true thing, and it’s the hard thing. But it doesn’t have to be. Right? You possibly could do you think people who value what you do and can afford your services are in are are somewhere in this audience you already have access to?

Well, I don’t know if you remember when you looked over my, like, visibility funnels offer idea, but, like, my stretch audience was still way below who you were telling me to go for. So it’s like maybe.

Yeah. Yeah.

I can tell you that I know it can I know it’s scary? I get that it’s totally scary. If it helps, we at CopyHackers are making hard cuts in our audience.

Very hard cuts, intentionally. And it means like, okay. We built this really great, solid seven figure with lots of profit business with this one group, but they’re not the future for us. They’re not what’s next.

And it’s hard to it’s technically difficult to say goodbye to that audience.

But how else are we gonna grow? You know? How else are we going to we’re going to have the business that we envision as a team going forward, if we just we have to let them go. And for us, it’s actually been exciting that Alex Catani is on the scene now because she’s serving a lot of, like, brand new freelancers, and I’m so happy to say, like, go learn from Alex.

Don’t don’t don’t hang out here. I don’t have anything for you. I and I do have things for them. I have lots of things for them, but that’s not the future.

So just know that it is a hard decision a lot of us has to have to make, to say no to a certain audience in order to open ourselves up for what’s next. And it’s risky, but that’s the business that we’re in. It’s all about reward for risk and sometimes getting a punch in the face for taking the risk too. And that’s just, like, the freaking joys of what we’ve signed up for.

So I don’t know. If you’re struggling to believe that the people who can afford you and value you are in your current audience without having to shake them off entirely because it’s scary too. And, potentially, scary also means, like, costly because you’re you’re saying no to things.

What can you do to mitigate that risk?

How can you and I just Mhmm. Oh, I’m so bad at this part of it because my gut is always just just just jump into the next pond, both feet in, just jump.

And not a lot of people want to, but when you dip your toe, I don’t know that you get the same rewards versus jumping all in.

But I also am extremely comfortable with risk.

Yeah.

I feel like I have, I have a retainer client and, like, payment plan that cover my bills for, like, the next four months.

Okay.

So I’m kind of like, okay. That’s, like, that’s there. So I do have this space to be doing this work. It’s just, yeah, like, that feeling of I’m because I know that, like, the the work that I get in three months is based on the marketing that I’m doing now. So, like, am I gonna drive off a cliff in into which when, you know, if that when that payment plan ends and that retainer offer is over, like, will there be anything left to to pick up?

Yeah.

Anyway, I’m I’m I’m I can do, like, mindset work around that, but, yeah, that’s where I’m at with the full audience shift.

Okay. Yeah, I get it. I mean, I think that’s huge that you’re even considering making the shift.

It’s also a really nice sign that you’ve got a cushion right now, for the next couple of months at least. So is there ever gonna be a safer time to make this call? Like, it feels like with the cushion, you’re covered, sounds like, for the next four months.

This could be the best time in your business history to really make this call.

It’s just you have to make the call, which is so challenging.

Not as fun as we want it to be.

Always fun when you look back later, like, oh, it was the best call ever.

But in the moment, stuff.

Okay. Thanks, Katie. Have you talked to Kirsty about any mindset stuff around making that change?

Not lately. But I feel like I’m in the so the other program that I’m in with all these coaches is very mindset focused.

So, like, I do a lot of stuff around that. It’s just the it’s more the practical like, what Johnson was asking about, like, actually getting in front of people Yeah.

Like, where to find them and how to figure out who actually has the budget and the priorities.

Have you used LinkedIn sales navigator? Like, have you given it a shot?

No. I don’t I’m not on LinkedIn at all.

My yeah. We’re I’m I’ve been very focused on, like, SEO and blogging Yeah. Which I know is, like, also on my on my little website. It probably gets little traffic. But that’s where like, other than direct referrals, that’s where most of my people come from.

Interesting.

Yeah. If you’re wondering about I would just say, like, go put together a quick LinkedIn profile. Say yes to the ninety seven bucks for LinkedIn sales navigator and just see if you can start.

What I find is useful with Sales Navigator is even if you don’t do anything with it right away, you can at least say, cool. There is a market out there. Cool. There are like, you could find that there are five thousand coaches, and then you can start narrowing down with their filters a bit more to the point where potentially you could reach out to a few of them and say, can I pick your brain? I’m trying to figure this stuff out. Yeah. Cool.

And, of course, you’ve got the group that you’re in, which probably has some of these coaches you can also just Mhmm.

Ask. Yeah. Okay. Cool, Katie. Johnson?

Yep. So, I because I’ve missed a few things. I remember seeing someone else and talk about SaaS navigator. Have you you’ve have you covered you’ve covered that in something somewhere?

Lightly. We covered it a few weeks ago. I think it was in CSP.

Really lightly, the new copy school professional dot com.

Sarah, I know we just talked about it this morning.

Tina, maybe you know the answer. Wait. Sarah’s coming on screen.

When Why you hate me?

Why do you gotta hate me on this?

When will Johnson have access to?

I don’t know. When is Johnson gonna work on it? Just kidding.

Johnson would I wanna say by the end I’d wanna say by the end of this week.

Okay. So then you’ll be able to answer.

I’ve been snacking on working on, the CSP website. That’s my bad.

Yeah. Thank you for finally admitting that.

It’s it’s about time.

Awesome. Yeah. By the end of this week, we’ll have a link so it’s already invitation.

Awesome. Oh, there we go. Stacy says it was April twenty second. Thanks, Stacy.

So you can go back through some close to that.

I’m not sure on the exact date, but around then.

Okay. Wicked. Thank you.

Okay. So we have about fifteen minutes, because I actually have unfortunately, someone booked a meeting immediately at quarter after instead of thirty after, thirty past. So my bad.

The High-Class Problem Sell

The High-Class Problem Sell

Transcript

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

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

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

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

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

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

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

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

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

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

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

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

Okay.

Cool. So you should be seeing my iPad now.

Oh, are you?

Yeah.

Fancy.

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

Potentially? Okay. Cool.

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

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

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

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

Everyone’s quiet.

Do you wanna do this as an exercise?

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

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

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

Doable?

Okay. Cool. I’m gonna stop sharing.

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

Joe, can I ask a quick question?

Love it. Yes.

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

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

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

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

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

No.

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

Yeah. Okay. Thanks, Jay. Sure.

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

Any luck?

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

That was fun. I liked it.

Okay. What’d you work on, Abby?

I did for my day one evergreen package.

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

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

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

It wouldn’t work for you maybe.

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

It feels a little bit Oh, yeah.

It’s on the sales. Page.

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

Any idea?

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

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

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

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

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

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

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

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

Any notes for Naomi?

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

Okay. Yeah.

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

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

Yeah.

Cool. Awesome. Anyone else wanna share?

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

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

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

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

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

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

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

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

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

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

Yeah. Thanks, Jessica.

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

Yeah.

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

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

Yeah. Let me follow Abby.

Jessica.

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

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

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

Read the whole m thing.

We wanna hear get to that.

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

And that’s as far as I got.

Cool.

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

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

So yeah.

Okay.

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

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

You just did it.

Nice.

Nice. Cool. Anyone else?

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

No one.

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

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

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

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

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

Congrats. That’s amazing. Yes.

So that’s why I win.

Coming with a little more energy.

Huge. Energy is everything. Yes.

Everything. Yeah.

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

Started watching Shane’s training.

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

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

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

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

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

Okay.

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

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

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

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

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

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

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

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

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

Totally agree. Yeah.

Yeah.

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

Leaves a lot of room for expansion.

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

Everyone loves it.

Yeah.

Who else wants to share thoughts with Jillian?

Can I can I offer a, perspective? Sure.

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

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

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

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

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

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

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

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

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

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

Thanks for thanks for Yeah.

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

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

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

Yeah. Awesome. Okay. Anybody else wanna share?

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

Nope. Awesome.

Jillian, you feeling good?

Yeah. I love that.

It’s like a book cover.

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

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

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

Mhmm.

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

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

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

Yeah. Totally. Totally. Cool.

Oh, thanks everyone.

Thanks. Thanks for sharing a nice win.

Excellent. Life changing.

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

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

Hey. Can everyone hear me?

Yep.

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

Well done.

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

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

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

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

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

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

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

Okay.

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

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

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

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

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

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

About two a day. K.

Do you think that’s enough?

About ten people.

Yeah.

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

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

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

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

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

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

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

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

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

So I haven’t had that many sales calls.

That’s the problem with Okay.

Yeah. That was right. Yeah.

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

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

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

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

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

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

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

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

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

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

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

Yeah.

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

Oh, yeah.

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

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

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

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

But really it’s like quantity.

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

That’s next on my list. Yeah.

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

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

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

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

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

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

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

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

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

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

Jessica, do you wanna say that out loud?

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

Mhmm. Yeah. Absolutely.

Love it.

I think I’ve read the post op yet.

I think I told you about it.

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

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

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

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

Hi. One question. Yeah.

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

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

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

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

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

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

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

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

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

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

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

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

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

Yeah. Okay.

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

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

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

I’ll do it.

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

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

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

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

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

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

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

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

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

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

Have you experienced that Naomi?

That it is.

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

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

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

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

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

It’s fine. It’s doable.

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

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

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

Yeah.

They’re an agency. Yes.

But I’m not doing the subcontracting contracting.

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

Right. So I’m the subcontractor.

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

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

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

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

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

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

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

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

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

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

Yeah. Give them a pricing sheet.

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

I have an add landing page web copy.

I think I added research can bring it up.

Yeah. It’s like a it’s like a menu.

Yeah.

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

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

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

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

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

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

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

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

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

Yeah.

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

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

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

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

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

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

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

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

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

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

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

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

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

A little bit much.

So Is it?

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

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

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

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

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

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

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

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

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

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

Can you sell them?

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

But I wouldn’t worry that it’s too aggressive to say it’s five thousand bucks a month for a retainer to retain me. You’ll get x many hours with that or better for you to have, like, outputs that gives you either a package of a hundred ads for one cloud, whatever. Like, you figured that out because you had the conversation with them. But you say this is the amount five thousand, ten thousand, whatever it might be. And it’s a minimum of six months.

I I don’t know. Is is there you would be wrong with that?

You wouldn’t you would skip the trial entirely and say these are my for all agencies.

I don’t know what the trial solves.

Well, I mean, it also might be budgeting constraints on their side. Like, he may love me, but he had to get the green light from their CFO because the CFO needs to green light everything these days.

For sure.

So other ways until proven yourself.

And I I think like proving yourself is something that I wouldn’t say you should ever even let in the conversation.

Nobody nobody who has proven themselves ever again says I have to prove myself. So to me, it sounds like, oh, I need to prove myself, is the thing that you say when you know that that’s not that common to be able to prove yourself. So it’s kind of a signal. Don’t say. Robin from your vocab.

Prove me fine. He needs to accrue my value.

And I get it, like, to see the level to the rest of the team because he’s not in charge of the the bank account.

There are a totally. And there are other ways to get the CFO to sign off on things. Right? It’s not necessarily going to be a trial.

It could be hey, if once you lock in six months, you automatically get ten percent off for the entire six month thing, which I don’t love discounting, but CFOs love discounting. So if you’re trying to say, get that CFO picturing this person who’s just trying to make sure that profits are great. What’s the solution for them? A trial Could be it. Don’t get me wrong, Naomi. It could be a trial thing. I just don’t know that that’s that’s a chance for them to go.

Was she perfect?

And it’s like, well, no. Nobody would be.

Rather, hey, I’m badass. You already like work that I do, you already need the job done.

What’s, like, the only thing that’s really gotta move you forward is getting the CFO happy So here’s what we do. And if if you sign on for six months, you get ten percent. If you sign on for twelve months, you get fifteen percent off. And now the CFO has something to work with. And everybody knows you can cancel any time, and the the lawyers will cover the contract with, like, after thirty thirty days notice to to cancel the contract, etcetera.

Yeah, I don’t I considering I already agreed to a trial for this specific agency, it would make more sense to say like Okay, like, send time a, send time a proposal with just like the price list that I have, and then say, okay, work with that, and then like, see how that goes, and then say, look, I have a limited availability if you want to get me on the books, then you can either then hear the packages I have for agencies.

Otherwise I Can I see the guarantee availability?

Yeah.

Or should I, like, call them up tomorrow and be like, oh, actually I wanna change everything and No.

If you’re already down the path. What I just don’t wanna do is have you become a commodity for this agency. That’s all. It’s just I want everybody in this room to go into every call in a power position. That’s that’s it. Like, that’s where we I don’t.

I don’t think I’m a commodity.

I I Oh, no.

I just a menu list is a commodity. That’s the thing. So it requires that you have a good, context for it. That’s all. So Naomi, if you’re already down that path, Cool.

Really the is the question then if you’re doing this trial, how do you lock them into something that’s profitable for you? After the trial ends. Is that what we’re looking for?

Yes. For this one specifically.

Yeah.

And I I guess for all of them because, like, I I also would not wanna commit to a tend to a huge retainer without having any sense of what to expect from somebody who’s relatively new at running a business.

Yeah. Justin. Definitely. Yeah.

Is that okay? Go for it.

Yeah. So I’ve been, speaking with Adri Yedlyn, he’s been, like, sharing a bit of, like, Blair. Is pricing strategy, and I it’s just so curious to me. And I wonder if it could work here.

So basically, offering pricing tiers, but doing it by the likelihood of success. So you’ve got the so the first one is basically your, like, champagne popping kind of retainer. Like, it’s like ten hair month you’d be, like, over the moon if you got it, and they get, like, x, y, and zed in it. And then your middle one is the one that you’re happy that’s the one you’re going for, like, the five k and it includes, like, this amount of deliverables it’s capped here.

And then your like lowest likelihood of success, which is one that’s meant to be like the best value for your time. So like a VIP day or something that you can and I wonder if you could do something like that presented in them like that. And then for the trial, do, like, a month under the kind of care that they want. So rather than doing, like, a trial is, like, an or something, be like, okay.

You wanna go for this option. Let’s try it, see how it goes, see if we need to, like, increase scope or decreased scope. And then, yeah, it was just a a thought.

No. I think it’s I think it’s a great idea I would love, in theory, I love it, but measuring success.

Well, it’s not like to increase the likelihood of success.

You’re gonna do, like, way more voice of customer research.

You’re is gonna include a lot more of that stuff.

Whereas when I’m working for agencies, don’t do any of that. Like, I don’t do that great job, to be honest, because they don’t, you know, they’re not paying me, like, the amount to go and interview their customers. So I’m like, okay, I’ll do your sales agent like, I’ll do it in a day. Like, and I don’t think of it as, like, good sustainable income. I treat it like a cash injection, like, just those, you know, when it’s opportunity to get a bit a bit of extra cash. If you wanted to yeah.

What was that about Revshare?

No.

I I thought that you were saying, like, like, if they Oh, like, no.

No. No. No.

No. It then performs well then.

Yeah. Yeah. No. It’s just like this is what I’ll do too. If you want the maximum chance of success, we’re gonna go for the, like, all in option if you Yeah.

Not etcetera.

Yeah. That could be a good way to go. Have you read Naomi pricing creativity?

Blaren’s.

No. It’s it’s got he’s got a bunch of books. But that’s it’s good. It’s very helpful, for something like this.

Yeah. So you’ve got the trial.

It’s really hard to say how to come up with, but I love Abby your ideas there with, like, you I can give you the full service everything every month for every client, or I can you could buy the VIP day, one a month or something, but at least a VIP day can keep you locked in contained and people don’t expect that they can reach out to you anytime, whereas a block of hours, I could reach out to you for one hour hypothetically on a Thursday and expect you to get back to me. The problem with trials, just as a side note, trials are good for systems. If this was a system that you were selling to them, then the trial would prove out the system or not, but the work we do is so custom.

It’s so specific to what’s going on in the market with the audience with the product. The offer with medium, all of it. That it’s very difficult for a trial to perform because the work we do often doesn’t perform until you’ve had a few takes at it. And you were able to go like, oh, that hypothesis was wrong, but look where it led us.

And then you can go along and get better and better and better. And that where, like, the payoff is with a really good copyright. That’s why agencies that’s why the agency you’re talking to doesn’t sign up for month to month. Because that would that does it doesn’t work.

It doesn’t work until you’ve committed to doing something, and trying a whole bunch of different things. I know for certain that demand gen agencies don’t do month to month.

So any any good ones at least don’t. So That’s my only pause for you going forward with trials. If it’s a system, it’s easy not to trial out. If it’s a human engagement, it’s very hard to trial.

And maybe go for a VIP day.

As like the easiest way in and then from there, they can start to look in to bring you in on projects and other things.

Yeah.

That’s my take.

I’ve done a bunch of VIP days with, a couple agencies too, and I feel like it’s a good, like like what Joe said, you don’t want them to be like, oh, we did an hour here and there or two hours for this. It’s like, it’s a contained main time. And I’ve had an easy time, like, selling those.

Sorry.

My biggest concern with the IP days is really the creative component because so much of what in in more performance based mediums the design is such a big part of it that I really have to work very, very closely with the designer to make sure that they follow, like, conversion CRO principles and UX principles, the way that I would like them to.

So I’d be worried that the VIP day, like, oh, oops, the designer isn’t available. You have come back on Monday and finish up for us. So that’s that’s really my biggest concern with VIP Day. Do you have that issue?

I haven’t had that issue because I’m working and like working on different kinds of things, but it sounds like if if that is a thing, even if it’s not a VIP day, is that still going to be annoying schedule if they’re like, oh, hey, the designer’s not available today. Like, is it still gonna be like they’re kinda calling the shots and they’re like, oh, actually, let’s You know, does that make sense? Or does it have the IP plan out? Sure. But even if it’s not a VIP day, they stop the plan ahead and be like, this is when the designer’s available. Right? So whether it’s a VIP day or not, you have to to expect for your schedule.

Right?

Yeah. Like, you don’t pay for that premium, like, then they’re not paying, like, that’s the fact that you work, like, on UX for the designer, like, that’s that’s more value really than a VIP days for, I would think. So that’s where, like, if you were to offer the different options. It’s like the more expensive option is the one where, like, you’re gonna collaborate a bit more with their team and they’re gonna pay, like, the premium for that.

Yeah.

And it’s two VIP days maybe, right, where you get in a flow of VIP day one is you doing the work VIP day too is you doing the checks over how it’s been implemented and then making any changes accordingly.

If that’s a real if that’s a real problem or the other side is, it’s an agency. It’s a subcontract.

Sometimes you just have to be okay with stepping back. You hand over the copy doc. You give all the best direction you can do. The designer is going to do do what the designer is going to do, though. And so, unless you work directly with them very often, and can establish a relationship there. It can be tough to get a designer to do what the subcontracted copywriter wants them to do.

Yeah. Doesn’t mean it’s impossible. It’s just like, do you pick your battles here and just like, is If if working with agencies was your full business model and that’s what you were doing going forward, then we could come up with different things here. But my hope and prayer is that it is not so that we can get you, like, scoring big ass projects and competing with that very agency, not necessarily demand gen. But, depending on what you what you want to do, of course, that’s the goal is not to keep. I is that is that in line, or do you want to keep working with agencies in the long term?

Well, I want to work with demand gen professionals because that’s really my area of expertise. So if they are in an agency, maybe that would work. If they’re in house, great. But Yeah. If they’re in house, maybe they already have a team of copywriters that they they they work with, or they have very strict brand principles, and they don’t wanna outsource anything.

So, like, is there a sweet spot?

Yeah. Working with in host demand gen.

Twenty twenty one.

I have worked with in host demand gen, and they are the best. They get excited about everything that you do because they don’t have a lot of fresh ideas coming in. So That’s where if you love DemandGen, cool, you know, do some stuff with the agencies, whatever, have it be that cash that you need, have it be some, like, experience that you get more and more and more with them so you can try different stuff. But then if you like DemandGen, go work as a freelancer for demand gen that’s in house at, like, almost any e commerce company, and it’s it’s fun and ego boosting, which never hurts. And you make good money. Yeah.

Right. So that’s what I’ve been that’s what I did in house for many years.

Nice. Love it.

That was what I did over and over and over and over again.

So I know that they that they like me.

The the trick is figuring out, do they have the budget to hire me, hire somebody out out of house.

And do they are they even thinking that way?

Yeah. And it’s true that a lot of tech companies have laid off people.

Not necessarily because they have to these days, because it looks good on the books to do it. But hiring agencies can be have its own downfalls. It can be expensive too. So it’s not that they’re only looking at agencies. They’re also looking at freelancers, to fill in those gaps. So I would just keep that in mind too. Yeah.

Okay. Cool.

That was fun.

I didn’t mean to think up so much time.

No. That was a lot of working through a big thing. Hopefully, we got, you know, kind of nodding things a bit, which takes work.

Good. Let us know what what happens with this conversation. Naomi over in Slack too. Cool. Well Yeah. I know we’ve got three minutes technically left, even though we’re over sort of by thirty. Does anybody have any last thoughts or question or, like, a rapid something where we good to go.

Yeah. Quick question.

When is the the free month trial, like, officially and, like, for CSP. Do you know the day?

That’s a Sarah. I think February. I think this is the free month for you.

Yeah.

Yeah. I just wondered if there was, like, a I think the date.

I think the next payment is on February twenty eight, I think.

Okay. Yeah.

What I think? Check with Sarah.

Okay. Yeah. Sarah knows all that stuff. Yeah. Okay. Thanks, Abby. Anybody else?

Alright. Have a good week. We will see you in Slack. And, this Thursday is Percy’s mindset session on rethinking failure.

So make sure you check that out if you struggle with things like the word failure.

Cool. Okay. Thanks, everybody.

Have a good day.

Thanks, Joe. Bye.

Transcript

Today is, copywriting lesson, and then that’s followed an AMA that will go until we’re just done talking.

There’s a small group of us today, so no need to, maybe it’s just like a good time if you have, like, something you’re going through that you maybe didn’t want to share with more people or something, which I know happens.

It could be a good time to talk through that today too. So, as usual, be ready to bring any questions that you got any wins to preface them, and that can be any kind of win, just celebrating those good things that happen. This is being recorded. The worksheet for today’s session already went out that went out on Friday. It is the high class problem sell, which I’m really excited about. We’ve used it a couple times. And then I’ll show you the one example for a new page in progress that we’re working on, and how we use it there.

But as usual, yeah, just kind of be with me here, set your intention, just be present, closing down other distractions. If you can, I know life is real and all around us, but, whatever you can do to just kind of ignore your phone for a bit and other, you know, notifications that come in?

Yeah, everybody’s feeling cool. I’m I’m feeling really good today. Awesome. Okay. So open up that work If you haven’t already, got it open.

I will only share my screen if you don’t know what worksheet I’m talking about. Because what I’m going to do today is, a little different format that we’re trying for our training now which so far I quite like, but I’ve never done it live. And I have never done it one live, two unsupported by somebody on my team who can, like, talk and fill in the gaps while I’m like, oh, no. The text’s broken. So we’re just gonna try it here today, and see what happens.

But yeah. So the context for this is, you’ve got. I mean, we have so many ways to try to get into stories, into the argument that we wanna make when we’re writing copy.

Lots of different things that you can do but sometimes when it comes down to it and you’re actually writing the page or writing the email, I find that things can feel boring and repetitive pretty fast, not for your right not for your reader necessarily, but for you as a copywriter, I mean, we do data driven things and use better practices and frameworks, etcetera, but it can be tedious sometimes when it’s like a rule of three. So you’re always hitting three points in a row and it’s just like, kinda wanna break out of it. So that’s how I feel about it. The longer you write copy, the more likely you are to feel that way too.

If if this isn’t resonating, stick around. It’s going to eventually. So I like finding and identifying, and I’m sure you do too, identifying little new ways to attack parts of pages in particular. So what I’m gonna show you today is from a long form sales page, I first saw it on someone else’s long form sales page.

I wanna say a bazillion years ago, but it could have been last year. It all blends into one now. And I was really I was really interested it. So I kinda broke it apart and tried to reverse engineer what they were doing.

Tried it in a sales email for our freelancing school, promotion over the Black Friday weekend.

And, yeah, I’m feeling kinda cool about how it could be an unlock for you when you’re stuck. So, I’m going to share Just half a second while I choose the right one.

Okay.

Cool. So you should be seeing my iPad now.

Oh, are you?

Yeah.

Fancy.

I’ve just never shared my iPad before. So, but this is where we’re going to be working today. So This is an example of the opening of that that sales page that we’re working on for copy school pro. So you set up a big promise, like big.

The bigger, the better, and it doesn’t have to be a promise necessarily as in we promise you’ll get this. But something that’s really going to grab their tension. So really thinking about your audience and what they’re trying, what they most want. And that’s where on the worksheet, we have the, what’s really good about this is I can use three monitors now, which is cool.

We’ve got good outcome and then a high class problem. So we often talk about the good outcomes that people have. And these are good outcomes. These here are good outcomes that you might be looking for.

Right? It’s not a promise because it’s in the first person in quotation marks, which, of course, as anybody who has taken any of my training knows, unless I feel like I’m saying it all the time, but maybe I’m not, first person headlines in quotation marks are my favorite across the board. So how I, big thing, big thing, big thing, ending with the big thing, and then and then overcoming an objection right here.

But don’t you need a lot of money that, etcetera. So with the fifty thousand dollar ad budget, which is basically nothing. Okay. So we’re capturing their attention.

I’m not this doesn’t mean it’s ADA. I know as soon as I hear its attention, doesn’t mean it’s ADA. It might be though. But we’re gonna break it really fast.

So don’t try to look too hard for a framework here yet. Okay. Then we get into kind of something a little bit old school. So that is this.

Step one is opening up this idea that there will be something that follows later, a step two. So a small, not curiosity gap, but like an open loop. Right? There’s more to come.

This is just the first step, even if you forget that later. The point is not that you’re waiting around for step two, but it’s an interesting way to start, opening up that attention into something more kind of like a little more intrigue.

Re time, really old school. You don’t have to do any of this stuff for the framework that I’m teaching you or the cell that I’m teaching you today to work. I’m just walking you through kind of the decisions that were made here.

From the desk of, again, old school. I do like old school, founder of copy hackers, grader of copy school, inventor of conversion copywriting, and this is an important thing, mother of kittens, just because what we’re about to get into, we need to set a tone. So far, the tone is kind of bro y. Right? Like, look at all the, you know, money you can make and crap like that. And that can feel a little bit weird.

The tone can be a little bit. We have to make what I’m trying to do here is set it up so that we can have a little bit of fun going forward because this framework, as I’ve used it, has been about tapping into, like, a little bit of fun. The high class problem cell is, like, we’re going to talk about some high class problems And if you make it sound like a problem, that’s not gonna work. Right? Like, that’s the bad thing we don’t want to do.

Okay. So I’m just gonna pop over to the next one. So then we get into the next part of the page.

So we set set up this big cool thing that you can do. Oh, Sorry here. Let me just go back to this. So it opens with so I’m guessing this isn’t the first time you’ve landed on this isn’t the first page you’ve landed on with big promises and enticing numbers.

And I’ll get to that in a second, but let me ask you a question. Do you actually want to? And this really means you could have put almost anything before this part. So I’ll get to that in a second is like, again, you could have done anything before that.

Accept what follows here in these bullets that are about to follow down here is we’re basically building on that cool outcome. So let’s say your cool outcome that you’re trying to hook somebody with is you’re gonna land a thousand customers in a month. You’re gonna land a thousand thousand dollar customers in a month. Really big, really desirable thing that they want that would, attract their attention.

And then from there, we’re going to find that less desirable outcome of that thing, the high class problem. So again, it could be anything to open.

But we want the bullets that follow the good outcomes and then the high class problems, to speak to that thing that just hooked them. So we have, and I’ll get to that in a second, but let me ask you a question. Do you actually want to? Then we have good outcome, Deliver World class copy.

Number one thing. It’s gonna be short in, like, actual length because we’re trying to pull them in. So a short bullet most of the sentences are short at this point. As you can see, they all end here.

Make lots of money for your clients or team and also for yourself good outcome. Cool. And now we start getting into the high class problems associated with those good outcomes, and we spend more time on them because we’re having more fun with it. We’re just kind of like enjoying our time talking to our prospect about the things they want being frankly as we’re about to see similar to the things that, we want.

So do you actually want to have super smart people ping you late at night when they’ve needed, when they need to crack a conversion problem when you become their go to copywriter? That’s a high class problem. You just got a ping in the middle of the night, but it’s pretty solid because someone cool is asking you for help and they trust you a lot. Do you really want to?

Do you actually want to go through life with a sense of guilt that everything is falling into your lap and you haven’t had to toil in the coal mine or perform open heart surgery after building years of schooling to get it? Wanna get so good at selling products that jealous people begin whispering about you and you have to start hanging out with a whole new crew of high achieving nerds? These are high class problems. And the reality is your prospect should want them.

Right? So then we say great. Then you and I want the same things, and then you continue on telling the rest of the story and still building on the stuff that you did. Although I can’t help you with another high class problem, which is the anxiety that overachievement brings or an outcome of a high class problem recommend a marriage counselor for when you spend half your summer texting with a network of smart people who’ve sought you and your genius out.

I can do these things, and then you get into what those things are, and that’s what we’re really here to talk about. But you’re capturing their tension with this like unexpected outcome.

And it’s not just the usual good news, good news, good news, life is always gonna get better as you get better and the levels are higher. Life is like way better. There’s real problems that are gonna come with it, but we’re not positioning them as problem problems. Just as a high class problem. Does this make sense?

Can you imagine how you might use this in your work?

Potentially? Okay. Cool.

So I’ll stop sharing that part and then just quickly walk through the worksheet.

So that you’ve got it. Okay. So the high class problems sell, as always, the worksheet and lesson will help you find a new way into writing about comes so that new way in particularly if you’re bored, but also if you just wanna try something else. Write sales emails or sales pages with that What you wanna do is list out your good outcomes and then the high class problem that comes with it. And this is the framework effectively, bit of a template for you to use. Cool.

Have what you need to use it. Alright. I’m not gonna make you. We can go through and do an exercise if you’d like to try it out. Otherwise, we can just kind of hop into question time or talking time.

Good talking time. Does anybody have any questions they wanna bring to the table today?

Everyone’s quiet.

Do you wanna do this as an exercise?

Go right for something? Okay. I think that’s a good use of time. So what I would love for you to do if you have a productized service, if you have a package of some kind, anything that you already have pre written copy for. So ideally not for a new campaign or something.

Anything that you might have on your site today or that you wish you had on your site today?

I would like you to take the next ten minutes to come up with the good outcomes and the high class problems and then try to fill this part in.

Doable?

Okay. Cool. I’m gonna stop sharing.

And then be sure to come off mute if you have any questions as going through it, and we’ll be back in ten minutes.

Joe, can I ask a quick question?

Love it. Yes.

I’m really I really struggle with ten saying. Right? It’s just my thing.

Like, am I am I writing it, like, in the future terms as or, like, am I writing it as if it’s happening or so it’s do you actually want to in the future?

Yes. So do you actually want to but it’s still written in the present tense. Deliver, not will deliver. So deliver world class copy. Do you actually want to And then it’ll just follow in, I guess, the imperative, really, because it’s just two. Does that make sense?

Yeah. It’s just my noob thing. Like, this is why I can’t write fiction because I struggle with Ted’s sake. That no.

That’s like Latin. Did you take Latin in school?

No.

Oh, okay. That messed me up for some things. So when I when people struggle with these things, I’m like, oh, you probably took Latin. So yeah, this is just like, do you actually want to, and then these are all just present tense. Do you want to have a call that sort of thing. Right? Just happening right now.

Yeah. Okay. Thanks, Jay. Sure.

Alright. Should we talk about that’s how to go?

Any luck?

Did it suck? Was it awesome? Is it hard? Did you get anywhere?

That was fun. I liked it.

Okay. What’d you work on, Abby?

I did for my day one evergreen package.

And, yeah, what I like about it is because, I find myself, like, using the same kind of messaging it with different clients like this kind of like, you can make more money. You can make six figures, and it’s starting to feel, like, quite stale. So I like the the high problem approach is a farmer around that, and I feel like it really boosts credibility because you’re not just saying, like, this is how awesome, like, life is. It’s like. Yeah. Yeah, take them out. So, yeah, I really enjoyed it.

Okay. Cool. That’s wicked. That’s how I feel about it too. Like, it’s just a more interesting way to position of good outcome?

Yeah. Yeah. Cool. Everybody else needs them any anything that didn’t feel that good or, like, you’re not it’s not clicking.

It wouldn’t work for you maybe.

I like that it’s very fresh, but it feels a little bit it feels a little bit exaggerated to me.

It feels a little bit Oh, yeah.

It’s on the sales. Page.

It’s gonna be a little. I hear you there. So what would you what how would you modify it?

Any idea?

Well, I mean, the the goals that I have are are more immediate goals. But the tone feels a little bit of still feels a little bit much even though the actual things I’m writing about are realistic.

Okay. Can you read yours and just share so we can hear what that sounds like?

Yeah. So I am looking at the, the service page I have for, PVC.

So Google Landing Pages and, social ads. So I wrote do you actually want to watch your pipeline fill up with qualified leads effortlessly?

Capture all of the great top of funnel demand your social media. Is generating, become so efficient at attracting new leads that AEs are so overwhelmed with demos that they tell you to slow down the campaign so they can focus on the lead they have and attract so many good opportunities that you actually cringe when influencers cry about pmax ridiculously broad, broad campaigns, and Google’s ever changing algorithm on LinkedIn over and over again.

But the tone, the tone still feels off to me even though those are like very realistic. Things.

Okay. What feels off to you? I guess I wonder as, like, for me, I I heard it and I was like, cool. That sounds dope. That sounds like Yeah. Who wouldn’t react well to that?

Some won’t. Some won’t. But usually, those are the people who are just like I I won’t I won’t think about those ones as much as the people who are like, yeah, I’d like to have that problem, you know, and you’re like really getting there, but how did everybody else feel when you were hearing it?

Any notes for Naomi?

I thought it was really cool. I liked it. Yeah. I didn’t feel like the tone was off. I mean, obviously, I don’t know what you’re going for, like, generally with your tone, but, yeah, I thought it was cool.

Okay. Yeah.

I didn’t feel like the tone pull up either, but yeah, again, same as Abby, but the tone didn’t seem like off to me for off footing.

And I know it can feel like a certain audience, your audience, Naomi, wouldn’t respond well to that, and you may absolutely be right. I would just be curious to test it out, give it a shot, see if they do.

Yeah.

Cool. Awesome. Anyone else wanna share?

Yeah. I’ll share mine. I’ll be. I’ll be able to get feedback on it. Okay. Cool.

It’s a bit it’s obviously a bad fish drop. Okay.

But let me ask you a question. Do you actually want to wake up to sales every day, automate your entire sales process? Miss out on the I mean, Rausch, you usually get when you get a sales notification because it happens so darn frequently that the sensible thing to do is to turn stripe notifications off altogether.

Stop having those indulgent. Ugh, it’s just so stressful conversations with fellow course creators because you’ve hopped off the live launch roller coaster and are now making launch size revenue while on vacation.

Having awkward tail between your legs conversation with your SSO when they ask why you spent twenty k on ads this month and you have to loan that you turned that twenty k into two hundred and twenty k, and now you’d like to buy a vacation rental five minutes down the road from the end loss.

It’s fun. That’s fun. Those are some high class problems to have to have that awkward conversation anyway.

I just can’t relate to the last point about moving close to your in laws. But other than that, it was so infuriating that you’re that good at writing copy that quickly, which I always tell you that.

That’s awesome. Yeah. It really does it was what I liked was. It was so great about qualifying who she’s speaking to. It’s ridiculous.

I mean, if you can’t relate to that, you’re gone and Yeah.

It’s a good side effect. Right? Like, all of these other outcomes of that. That’s really a really good point.

Yeah. Thanks, Jessica.

And you can tell you had fun writing it. It doesn’t sound like it was a slog or you, like, it gets I think it’s exciting. Yeah.

Yeah.

I think that it’s, like, it’s a fun framework to use. It’s, like, nice to to deviate from, like, the usual, like, I just always use PAS.

So Yes. Same. Yeah. Cool. Anyone else wanna share? Jessica?

Yeah. Let me follow Abby.

Jessica.

No. I honestly I mean, I could It was for my seasonal sale thing, which I think you know I’m fleshing out to turn from a what used to be a productized service like thing to a signature.

So I and actually I get I don’t know if this is I think where I struggle is the whole dream state because I feel like I haven’t confirmed this desire for a e commerce client yet. That they really see the connection between. No. No. You can really double your, you can increase your sales for your seasonal sale. But at the same time, you can be creating these long term relationships.

And so it kind of I think that’s where I struggle. So, I mean, I can read you parts of it, but it you know, it’s nowhere near what Abby’s is and it’s partial as per usual with me. Jessica.

Read the whole m thing.

We wanna hear get to that.

Do you actually want to double your next seasonal sale revenue? See a massive increase in LTV over the next? Whatever months, clear out your inventory and have to work quickly with your team to figure shit out. Provide on-site therapy because your team dressing out and worried they can’t get orders out on time, which will inevitably lead to unhappy customers.

And that’s as far as I got.

Cool.

Took a little extra negative on the last one there. It wouldn’t pull back on that one a bit, but no. It was good.

It’s yeah. Just make sure it stays a high class problem. Like Okay. Well, yeah. Like, my diamond shoes are too tight. That’s gotta be the effect. Right?

So yeah.

Okay.

Cool. Cool. Love it. Jessica, you did that so fast. Really?

Oh, thank you. I’m always asking I’m begging Abby for tutorials on how to be fast. That’s what I wanna know.

You just did it.

Nice.

Nice. Cool. Anyone else?

I won’t put you on the spot by calling on you, but I’m probably looking at you.

No one.

Alright. Alright, Katie. Welcome to the crew. You just missed the the tutorial there, but you’ll get the replay after. So I think it I think we had fun with it.

So yeah. Now, if anybody has any questions or wants to talk shop, what are you going through right now? What should you be working on that you’re not that we can help, like, unlock? Jillian.

Okay. I have well, I’ll start with a win. It’s not a money win. I guess I shared that in Slack recently, but my current win is that, I’ve been severely low in iron for like my whole life and didn’t know it.

So I was like this year I’ve been like fainting and like feeling really dizzy and I’m finally back a normal iron level. So it means I can exercise again, which is life changing. So I wasn’t really able to exercise this past year. But it really helps with, like, energy and productivity.

And it’s really Yes. Exciting. So I was going to use it in Doing a lot of stuff.

Congrats. That’s amazing. Yes.

So that’s why I win.

Coming with a little more energy.

Huge. Energy is everything. Yes.

Everything. Yeah.

So on that note, my question is maybe a bit unwieldy, but as I mentioned, I’m like I was going through your training again from a couple weeks ago.

Started watching Shane’s training.

And I’m thinking about, like, the brand also reading PenX is easier than two x, and so I just feel like I have a lot of ideas. Swirling and kinda wanted to like throw them out there and just like get some thoughts.

So I’m focusing on pricing pages, which is a new, you know, I haven’t worked in SaaS that much. I worked with a lot of different companies on websites, a little bit of SaaS that like kind of across the board. So I’m trying to figure out how to balance, like, my current client, and so I do websites with who are not SaaS primarily, and still have, like, my website is geared towards that. I kinda wanna put up a different website so that I can still serve my current customers in the meantime and not be like out money and just, you know, diving into this new thing. Yeah. So the idea that I have is, like, I know you said the brand really starts with, like, your opinion and your viewpoint, which I feel like I’m still developing, but I have, like, a general idea since no one’s really talking about pricing pages yet, which is that like everyone’s kinda missing the point. Of the pricing page, like, they’re all doing it wrong, basically.

And that’s, like, very general. There’s more that goes into it, but the the name that I have or the idea for, like, a book and a podcast and maybe, like, my site, I’m wondering if they can all be the same, is, like, the pricing point. I’m talking about how I don’t know if that’s, like, even a good title or not, but that’s the idea that I’ve been working with. Okay.

Just like, yeah, talking about how everyone’s missing the point, and like they’re all treating it like, you know, they’re putting so much time into their other pages and optimizing, and then they get to the pricing point and it’s just like they get to the pricing page and everything just deflates. Like, that’s the point of the sale, and it’s like, you know, very matter of fact. Here’s the even big brands, like even huge companies they look at are doing this. I think they’re all kinda dropping the ball at that point.

When it should be like the height of excitement value and, like, it’s the most critical point. Yeah. Absolutely. I know it’s a big I’m like rambling now, but, like, I’m just wondering if, like, Should I go in this direction? Because I’m, like, wanting to start doing this stuff, but I just, like, wanna know if that makes sense if it’s, like, on the right track to start with.

Okay.

I’ll jump in first and anybody who would like to add anything.

I’m so happy that you’re doing this, Jillian. Like, I know I’ve expressed that to you, but men, there’s nothing but room out there for this. And it’s it’s like, that’s it’s the money page. Right? Like, it seems like such an easy sell once you start raising awareness for the problem.

Sounds like you understand what your point of view is. I know you said it’s developing, but it’s like y’all are doing it wrong. Like, that’s a good place to start. Right?

Especially since it’s, like such a blue ocean still. There’s not that much competition out there. So I think it’s safe to go with something big like you’re doing it all wrong. Like, full stop.

That’s it. Like, you’re I’m you’re gonna need a lot of help, and I can help you with that. It leaves a lot of room for you to have thought leadership, and to say contrary in things or to, like, make them aware of things that they hadn’t had any clue about, which is always good for, you know, likes on so and comments and things like that. So the pricing point, how did you get to that name?

I don’t know. How do we get to anything?

There. I think it like came to me first. I also thought the URL was available. Also it kind of like ties into this whole thing of like like maybe I can say what the point is. Like, everyone’s missing the point. Like, they think the point is this, but the point is really this.

And also, like, Yeah. I don’t know. That was kind of the the main. And it seemed like kinda short and Yes. It’s not gonna be a subhead.

Like, if it was a book, there’d be like a subhead of I don’t know what that is yet, but Yep.

Totally agree. Yeah.

Yeah.

I think great. And it does, like Jessica chatted out.

Leaves a lot of room for expansion.

Yeah, and you can speak to value, like, what the actual point of pricing is. Right? And those are bigger conversations that are really intriguing. Yeah.

Everyone loves it.

Yeah.

Who else wants to share thoughts with Jillian?

Can I can I offer a, perspective? Sure.

When it comes to SAS, you should keep in mind that there are a lot of very complicated SaaS products that don’t have a pricing page because a lot of that happens in sales negotiation.

Because a lot of times they have to customize the software to fit the solution.

And it doesn’t necessarily have to be like a fifty thousand dollar software product. It happens at lower pricing points too, and a lot of companies choose not to put pricing anywhere on the website because either they’ve tested it or they believe that adding the pricing will increase the, or will reduce conversion rate, regardless of whether that’s true or not. That’s what a lot of companies think. And it may be true on desktop versus mobile or the reverse.

So I would make I think that it would be worth while to expand the conversation, they use because they they usually have a plans page that just doesn’t have pricing on it and it goes through like what you would get with the enterprise suite versus the mid tier versus the small, mini business tier. So I would make sure to not leave them out of the conversation.

Because there are a lot of companies that fit into that category, and your point can still be relevant. It would just have to be adapted to a much more business mindset.

Well, and I think that that’s a fair point. I think it does speak to the need to just identify who that audience is.

I think the SaaS that you’re talking about, Jillian, are people who have Who have.

Have a debt that says pricing in the nav of which there are bajillion so versus people who have sales teams. So we’re talking more people who are product led growth and are likely to have pricing pages at some point that they, and usually, visitor facing ones, and then behind the scenes.

Post use post activation ones. Yeah. Is that accurate, Jillian?

Yeah. That makes that makes sense. But, yeah, it’s a great point, Naomi.

Thanks for thanks for Yeah.

There’s a huge market. SaaS is enormous, obviously.

So it’s just really identifying. Okay. These are although it can be useful to get the enterprises that don’t have pricing pages, it’s just like anybody who doesn’t have copy. It’s really I can’t do much for you.

Like, you’re gonna need to believe in copy or else. It’s like, I can’t sell you copy school, and you can’t sell a person without a pricing page. Pricing page insights. So cool.

Yeah. Awesome. Okay. Anybody else wanna share?

With Jillian or feedback on what Jillian’s working on.

Nope. Awesome.

Jillian, you feeling good?

Yeah. I love that.

It’s like a book cover.

Yeah. And it gives it fine to have, like, you know, a, like, a book, like, if it was a book and a podcast, and, like, even the site, like, just have it all have the same name, like, even where I’m selling my services, keep the same name for everything.

That’s I mean, g n Claire did that with forget the funnel. Yeah. Everything is forget the funnel.

And I mean, juries out. It’s they’re doing, like, a bad ass business. So I would say it’s probably, like, a good Studiesing that story brand, same thing.

Mhmm.

Yeah. So probably okay. A thing to overthink at least.

Okay. I well, I got the URL for it, so I think it’ll just, like, start and I can keep my current site, like, with my current customers.

And kind of start doing the new thing at the new place.

Yeah. Totally. Totally. Cool.

Oh, thanks everyone.

Thanks. Thanks for sharing a nice win.

Excellent. Life changing.

I mean, energy for real though. Like, I have a new energy going with some life changes that I’ve made too, and it’s like energy. It’s a good thing. It changes everything. So that’s cool.

Anybody else wanna share what they’re working on or going through or struggles? Esther Grace.

Hey. Can everyone hear me?

Yep.

Okay. Awesome. So a win. I shared this in channel already, but copy hack is closed. Still excited about that.

Well done.

Thank you. And okay. So I need help with lead generation.

So I’ve nailed down my ideal clients, my customer avatar, all of that.

My offer, even a bit of the delivery system, But right now, I really just want to get on more sales calls.

So I realized last week that I love sales calls. So I did resales calls in the past two weeks. And just those three made me feel so energized about my business. I’m like, this is awesome.

Like, I love talking to these people and selling them on what I on what I do. So where I am right now is I’m also, like, couple of us here. I’m also reading ten x is easier than two x. So I’m not creating any plans to just gradually increase revenue from year to year.

Like, this was one of the thing, Joe, I think you talked about during the CSP info session. About want to be a copywriter who’s gradually increasing revenue from year to year and then in five, ten years before you hit, like, five hundred k. You want to be the one that just ten x is essentially. So that’s kind of where my mindset is now.

It’s more of how do I get this new offer, this new system that I’m building to generate one m in revenue in the next twelve months. And I actually ran the numbers, and I realized it’s actually very possible.

Okay.

It would just take, like, two clients with a high retainer fee and a performance based assistance.

It’s email marketing, so I can do performance basis as well and track everything. So it would literally say two clients if I was going to work on it solo. But if I was building a small team, then I can take on even more. So just running those numbers made me realize how possible it is for me. And so now it’s just like, okay. How do I get on those sales calls to book those two major clients that are going to bring in the revenue.

So what are you doing for lead gen right now? What’s top on your list?

So right now, I’ve been doing a lot of warm outreach. So just people I know asking for referrals, The the that has been my most active lead gen method. So it’s like being in groups, responding to messages, networking, pretty much.

Thought about cold outreach because I’m also still doing my authority building, like, systems. I’m still doing all of that, but I’m like, okay. I still want to get those leads, like, in the next one thirty days, thirty, sixty days. So I’m trying to do some more active, outreach methods as well. So that’s pretty much where I am.

Okay. So how many people are you reaching out to? A day for the warm leads. Let’s pause cold. We’ll ask that next, but warm leads, how many a day?

About two a day. K.

Do you think that’s enough?

About ten people.

Yeah.

Yeah. And so it’s a numbers game. Right? Like, There’s the two. There’s several ways you can go about this. One part is authority building stuff with content that you put out there all the time and then bigger content, and that can feel like a long game. It doesn’t have to be, but it also is a long game too.

Then we’re talking warm leads and cold outreach. So outreach to warm and outreach to cold. It’s good to do both.

But the more you have to do a lot of Right? Like, this is you’re reaching out to people, and you have to hit them right and at the right moment. So It’s a numbers game. So if you’re just doing two a day, what’s stopping you from doing twenty a day?

Oh, so the warm outreach, I just don’t know that many people.

That’s what you think. You don’t know that many people. But I would say really, like, think through everybody that you know and that they know. And I know that can feel like, oh, aren’t I getting in people’s way? I mean, you’re an entrepreneur and this is part of the job. If if your goal is get more leads in because you wanna get to a million dollars a year.

You have got to earn what you want, and that’s how you earn it. It’s hard. It’s hard, but you pick up the phone or you send the email, and but you have to do a lot of it, like, a lot a lot.

Like, an uncomfortable amount. And this is where some people, when they have, like, partners, and they’re both invested in it. That can, like, you spread the job out across two people, which is why a lot of people end up building companies together because it’s a lot of quantity, quantity, quantity, and then there’s the cold outreach. And it’s a doable thing.

People do it all the time. Don’t do it. That’s because I didn’t have to do it. But if I had to do it, it would be a matter of, like, go a hundred a day.

And this is like figure out, you’ve said you’ve you’ve run the numbers. So if What’s your close rate right now? Do you happen to know what it is when you get someone on a call? How many people close out of ten?

So I haven’t had that many sales calls.

That’s the problem with Okay.

Yeah. That was right. Yeah.

So getting in leads, so you wanna make sure that you’re getting these leads into a sales process that isn’t just going to, like, burn up all of these people that you spoke with. But you’re energized about them when you actually get to talk to them and have that sales call.

Make sure you’re running that right. So we have that Huka, sales call training this Wednesday, attend it. Take notes. It’s smart.

And it’s an hour to fucking nail this stuff. So attend that.

And then it’s if you’re gonna do leads, cold outreach and warm, the numbers game, get up every morning, put it in your calendar, do it when you have energy, do the hard thing, personalize the cold stuff, obvious we’ve got that training in copy school dot copy hackers dot com.

But it’s it’s an because it’s a numbers game, if you get one and one hundred people to hop on a call with you.

You gotta, like, that’s why you have to do. A hundred of them a day. You can’t do two a day. It’s not gonna lead to anything except for frustration.

And you’re like, nothing works. No. It it can work, but it’s you have to do Does that make sense? So what I would like you to do is put together, like, a list of warm outreach and cold that you can do, like, give yourself a a to do list of every single day.

I’m going to reach out to five people I know and fifty people I don’t know every morning without fail. And if you can get in that habit, which you have to get. This is your job. You have to get in that habit.

Then you can start to see the needle move, and then you’ll be more inspired to go like, okay. Well, if I’m doing fifty cold outreach, cold attempts a day, And it’s bringing in four people.

If I double it to a hundred, now I’ve got eight, and that’s a lot better to deal with, and you’re gonna get so much better at cold outreach that you can outsource it to a VA because you’ll have it nailed down what to say, how to say it, how to get people onto that call, how to get them to show up, Like, all these reps, all this practice work is the stuff that’ll get you there. But two reps, and you expect you’re gonna, like, build muscle, I lifted the weight twice.

It’s gonna take a little more than that. But you’re doing it. Just do more of it.

Yeah.

And would you see those are the, like, two main, like, lead gen strategies? Or is there anything I’m missing besides those two of an authority?

Oh, yeah.

No. There’s more. It depends if you have money to spend. If you’ve got money to spend, there’s lots of other things you can do. And it doesn’t have to be a lot, but you have to have, like, fifty bucks a day to spend boost things to hire people to do the work for you, stuff like that. I would say start there. Start getting traction.

There. Your immediate network is the place to go first. The people you know that you’re just not thinking of how to really go after them, and then it’s follow-up. As well without saying the word follow-up.

Like, it’s it’s, hey, I talked to my cousin who has a skin care who works at a skin care company. I talked to her one time about it. Okay. Well, now you have to go back and talk to her again.

And again, and wear her down. She’s your cousin. She’s gotta give you work, and that’s just the way it is.

But really it’s like quantity.

More and more and more if you’re still trying to build up leads. If you had and I sit and still do all your authority building stuff as to grace, you’re, like, all of these things work together. Have you read hundred million dollar leads by Hormoza?

That’s next on my list. Yeah.

I was planning to read It’s really practical, like super practical.

And it comes with a bit of a course as well. So check that out, but it really will come down to quantity. Yeah. Cool. Anybody got any notes? For Esther Grace based on what you have done to get leads.

In person networking, going to things. But, like, every single thing you do, you need to do intentionally. Like, I know people who have gone to networking events and they kinda just stand at a table.

It’s like, no. No. No. No. No. You have to work it. You gotta, like, get in there and say hi.

And like, have a pitch ready to go, like, be able to open. So there’s opening and then there’s closing. Right? And so a lot of people suck at the open part.

Maybe you’re okay with closing, but all we’re talking about to get leads is like constantly opening.

So being able to go to a networking event event that’s possible and and do the open. Be ready to start asking questions about their business and Sounds like you’re working on x, y, or z. I do that too. Do you think would it make sense for us to have a talk about this?

Like, should we book a call? Like, be ready to to get moving on something, not just like, oh, cool. And, like, falling into the friend zone, which can happen a lot. So just, like, everything you do, be intentional about what you’re gonna do with it.

Katie also said the five day five k challenge. Totally. It’s, it’s still available.

Yes. So take that too, but don’t just do it once a month. Do it every five days. Yeah. Cool.

Jessica, do you wanna say that out loud?

I was just gonna say Abby wrote a blog post and did a tutorial on utilizing Facebook groups And I know she, of course, has had huge success with it, but I know other people have too applying what she taught. So I don’t know if where your audience is, but can’t hurt.

Mhmm. Yeah. Absolutely.

Love it.

I think I’ve read the post op yet.

I think I told you about it.

Yeah. Yeah. There’s the her tutorial is, pinned to the top of our YouTube channel right now over on. On YouTube. So check it out.

It’s great. Perfect. Okay. Good luck, Esther Grace. Set a goal too. How many warm, how many cold, you’re gonna do a day, and how many you need to get in booked calls every week.

And then post, follow-up in slack when you get those wins, just let people know, like, and my goal was four bookings this week, and I got five. And, like, make that happen. You can. Cool.

Anybody else have anything else? Thanks, Esther Grace. Any questions or anything you wanna share with others?

Hi. One question. Yeah.

Well, I have lots of questions, but, I will start with the most relevant one. So I was approached by a, sorry, I spoke in an event, about a few weeks ago. And so afterwards I was approached by a marketing agency, and it seemed I really feel like marketing agencies are an ideal source, an ideal client because They’re focused specifically on demand gen. They don’t have to answer to a CMO or to upper leadership quite in the same way that somebody who works in house would.

And they’re very data driven. And they tend not to be creatives. So they tend not to provide as much pushback, as somebody who works in house. So anyway, I had a call with the, with a guy again today, and we agreed on a to start with, like, a social ad, for more top of funnel work.

And what I ended up doing this time around, which is different than what I did last time around, last time around, I sold a company just like a bank of ours. And this time, I gave him a pricing page and I said, okay, a set of ads is this much, and a landing page is this much, And then so I’m gonna send him a proposal. We’ll sign the proposal, and then he can just add whatever he needs as he goes, and then at the end of the month, I’ll send the invoice to HR to accounts receivable, and then I’ll be able to bill them. But I’m wondering there’s anything I because I feel like this is such an ideal client, if there’s something I’m missing out on that I could be doing to make it easier for them or to increase the amount that they would get from me from the beginning and that initial conversation.

Whether that’s like, should I expect them to say, oh, well, you should get at least this amount, to increase the amount that they would get from me, or would that be a little bit too aggressive because they sort of get projects rolling in as they come? I’m not sure exactly.

What they’re working on, it could be a little bit too demanding for them right at the outset. So I’m wondering if there’s something I’m missing out on that I should have done and could do hopefully next time.

Yeah. Cool. Who’s working with agencies? Who has been through what Naomi’s going through? Nobody subcontracts?

I used to, but I’ve just always do it on a day. Right? So I can’t I don’t really know how to haven’t got anything to give. I’m afraid.

So what did you do? Why did you choose to do a day rate or why did they like a day rate? What was the reasoning there?

Well, actually, now that I think about it, I don’t think I told them it was a date. Right? I think I just priced it in my mind. It was, like, lead gen like, I’ve done a few. I did for a lead gen funnel.

Oh, like a lead gen agency, like, a few emails and stuff for a, SaaS company. So I’d yeah. I was like, oh, I’ll just it was always gonna be, like, fifteen hundred or whatever, for the emails. But in my head, I was like, okay. I’m booking myself for VIP to do those. And then I did the same thing with, like, course agency as well.

But, yeah, that’s I mean, that’s just because at the time, I really liked the IP days.

Yeah. Okay. That’s fair. But they responded well to it as a day rate. Did you did they ever know it was a day rate? Did you tell them that?

I don’t even think so. I just, like, they just didn’t really seem to care. They were just like, okay, like, we need you to do this. What does it cost? And that was kind of it.

Yeah. Okay.

But, like, every time they need like, did you work with them multiple times? And every time they needed you, they booked a day rate.

No. They just said, can you do these, emails or whatever? And I was like, yeah, sure. And then booked myself in as, like, a day and build them the same.

So I was just kinda like, if I I would always say yes. I was just at a time in my life where if I was, I would be happy to give up a Sunday for, like, the extra money. So I’ll just be like, sure. Yeah.

I’ll do it.

Yeah. Okay. Yeah. I’m wondering about I’ll go ahead, Naomi.

The difference in these kind of agencies are specifically working on Google and social. They’re demand gen agencies, or or it’s usually either Google, or Google and social or LinkedIn.

So it could be like the ads aren’t working. It’s time to refresh the or we want to start a new campaign for this specific persona, or we have a new ABM approach that we want to do, and so we need copy but they don’t necessarily know when they’re gonna need those ads or when they’re gonna want to improve the landing page because it depends on how the campaign performs. And so there’s a level of unpredictability, and which is good to have work rolling in. Like a lot for most of my clients, I’ll have work coming in on a rolling basis.

And I think that having something that’s not connected to ours is definitely more efficient, but I I don’t think that possible to be efficient to the point where I can say like, okay, I can do this within a day.

Yeah. No. I mean, I know, like, some summer, she used to do, like, credits. I think, like, someone was talking about this in Slack today, but, so she would have, like, kind of a menu of what each credit can buy, and then the credits roll over if they weren’t used in, like, the month. So it was kind of like a retainer y type thing.

So she’d get paid, like, every month they’d buy, like, two credits or whatever.

So they would have to commit to a certain number of credits?

Yeah. Yeah. But then they could rush. She would let them roll over So if they only used one, she’d be like, okay, that’s fine. We can use it next month. If next month, you have, like, more clients. So that kept the client happy, but also had that kind of security of a retainer for her.

Yeah. I mean, to me, it’s kind of tricky because every time you work for an agency and they have multiple clients, you have to learn new things about each client in order to write for them. Right? So it’s like you’re taking on a new client every time. Even if you redo and you work for the same client effectively a month later, whatever.

But it’s still it’s a lot of, like, learning time.

Have you experienced that Naomi?

That it is.

I’m, like, Yeah. This is the first agency that I’ve Oh, okay.

Okay. Cool. So and that’s where it’s tricky with credits. We had our credit based agency years ago called Snap that Leanna and James now have.

And it was it was good in some ways, but you do have to spend time thus spend a credit on, like, learning a thing. Like, what’s the what is this product?

And so that has to be baked in, and that’s where I really like the VIP day.

Because it’s like I can do all sorts of things. In that time. I can, like, and if it’s really important to them, I guess I’m just worried, Naomi when you say you, like, you would sell them a landing page.

It’s fine. It’s doable.

It’s, how are the margins though? Like, the reason that I rarely recommend sub tracing to an agency is you just don’t make as much money because they’re charging what you would charge, and now they have to make a profit on you. Yeah.

No. They’re they’re giving me work. They’re the client.

Yeah. But they’re an agency, a demand gen agency that pays that gets paid by their clients.

Yeah.

They’re an agency. Yes.

But I’m not doing the subcontracting contracting.

There’s subcontracting to them. They’re they’re so the client has the contract with them, and they have a contract with you.

Right. So I’m the subcontractor.

Yeah. So you’re the subcontractor. Exactly. Okay. And so every new contract down is, like, losing money losing money losing money lose.

So if you have a subcontract you’re gonna pay them half of what you would charge, and the agency is gonna pay half of what they’re gonna charge at best on a good day. Because they also have overhead and all sorts of other expenses. So if they’re charging it’s probably if it’s demand gen, their performance base, they’re on retainer with the client, it possibly getting a percentage of how things perform depending on who the client is. Okay?

So if they’re making, let’s say, they’re making, they’re billing their client ten thousand dollars a month for services.

They, as a business, need to make a profit to continue to exist.

So they’re trying to get three thousand dollars off that. That leaves them with seven thousand dollars a month to spend on resources for that client. They have their own people that they’re paying and all of the expenses that go along with shipping something out, taking someone to lunch, whatever that other crap is too. And then comes money for the subcontractor.

That’s you. So that’s where I hear subcontracting, or work for an agency as a subcontractor. And, I don’t love it because you have to really optimize your time because you’re not gonna be able to make that much. As much money as you could if you were direct to the client. If you were like, I can do that for you instead and here’s what I charge.

And so that’s it. So how can you if you’ve got three thousand dollars that you might make off them in a month for that one client, let’s say, what can you do to ensure that you are maximizing the amount of money you get for the time you put in. Obviously, it’s all it’s always our game.

And that’s where a VIP day sounds like really good. You could charge two thousand dollars. They can budget that in easily for their differing clients. And as they’re planning on what to do next month with their clients and new clients they take on, they’re like, okay.

Well, Naomi can write a landing page in a day. If you can. Naomi can do, analysis in a day. So we always have to book for every client every month.

We need Naomi two days for each client. So we’re going to budget in four thousand dollars when we’re estimating something with clients. Right now, you have to figure out what they’re estimating with clients right now because of their thinking and have you it sounds like you haven’t talked to them about what you’re what you cost or have you?

Yeah. Give them a pricing sheet.

Okay. So you what what does your pricing sheet? What do you have on it, Naomi? What does it say?

I have an add landing page web copy.

I think I added research can bring it up.

Yeah. It’s like a it’s like a menu.

Yeah.

I made it very simple because, I I figured selling hours was just not going to be sustainable so I Yeah.

Figured this would be a good solution, but I didn’t over complicate it.

Yeah. It’s good not over comp of course. That’s great. And a rate sheet can be a good thing to share.

But if the objective is to make good money off them, on an ongoing basis.

So what’s wrong do you think is broken with giving them the rate sheet right now? What’s not working there?

It’s I I would say it’s more that I would like a more long term commitment, where if it’s just going to be, if it’s going to be like five to ten thousand chat, three to five thousand dollars a month.

Like, that would be good to have it, like, rolling in to have them on retainer.

If it’s gonna be just like a few like a thousand dollars here, maybe a few hundred dollars there, then it’s not going to be efficient. Yeah. But if they’re a marketing agency, then they’re gonna do this on a long term basis. And because tech is in such a bad place right now, more and more and more companies are choosing to outsource a lot of their marketing. So it’s also just practical because they’re trying to cut down on people in house.

Yeah. Yeah. There’s that. So okay. So all you’re really looking to do is set up a retainer with your this agency and then make sure that you aren’t working non got for them. Like, you’re having good boundaries around your retainer. Is that right?

Yeah.

So make sure that the effort that I put in to learning about each company pays off in the long run by not having to acquire new clients.

That meaning that is a long term relationship that is worthwhile because it’s not just like a couple hundred dollars here and there.

Yeah. Totally it. So what’s stopping you from having a conversation with them or have you had that conversation? I think if you gave them a rate sheet, you probably haven’t had the conversation then about, here’s what I would love to get out of this relationship.

Here’s the problem that I’ll solve for you. All of them but here’s the only way that that could work and here’s how great it’ll be when it does work. So the here’s the only way that will work part is I have to learn about all of your clients. Like, that’s that’s real work.

It’s if you had a salesperson, they would have to learn about all of those clients too. So understanding that. And by the way, I’m your scalable online sales person. So I need to learn everything about them.

I need this these engagements to go on. And you also need these engagements to go on. You need, you know, all of the reasons that they don’t wanna just, like, swap in and out crappy freelancers and just, like, have somebody that they love etcetera, etcetera. So the whole conversation, and then you tell them that you want a need and they need.

You position it as what is the best solution for them, a retainer minimum of six months for each client. Is that what you think it is for each client?

So each client that they have, if they have five clients, you have five different retainers with them, or you have one big retainer that covers everything.

See, I think, yeah, I think it would be too aggressive to say that I have five retainers with each of your clients. That’s fair.

Yeah. So it’s like one pool that they get to draw from. For their various clients.

Mhmm. That’s what you want. Is that right? Like a like a bucket. You’re the bucket every week. Yeah.

Because when I went into they were like sort of sold on me. They were like, how do we start? And I thought what I was gonna do was like I’ll just have you pay via credit card for the first project, and then we’ll open up a proposal. But then he was like, oh, well, actually we’d rather just be paid by invoice because that’s how we just manage everything. And so now I was like, oh, well I’ll send you a proposal. And then I thought, like, oh, well, I should have had the conversation that I was expecting to have afterwards, because I thought that they were just gonna pay via credit card who were like, oh, we just want one ad.

But I wasn’t because I thought that that would be a good way in and then afterwards, I’d be like, oh, I’d love to build a more long term relationship with you, because I can’t say like, well, we just wanna have a long term relationship on the star. That’s a little bit.

A little bit much.

So Is it?

I guess I wonder why would it be? If they’re pre sold on you, Why would it be too much to say, like, cool y’all.

Here’s how I work. And then say it’s like, you’re an agency and really, like, help them understand why the best thing to do is put you on retainer.

Know you mentioned the word aggressive a couple times, but to me, it’s only aggressive if you’re, like, if your tone is aggressive about it. Otherwise, it’s just They have a problem to solve. And you know demand gen agencies have it’s constant, test everything, and they need they need you to come up with hundred add variations in a day. So there’s going to be just lots and lots and lots and lots and lots and lots.

There’s a big numbers game too. Right? So So if you know the demand for what you have is real, then you can solve that. Who else are they gonna hire who can do as good a job as you can. Yeah.

No. Like, they they they got that. They were they were convinced that I was their that I was their person. But also for my sake, like how do I price that?

How do I price in testing and landing pages and ads on a rolling basis with all of these other things and potentially add variations, and then maybe nothing because the campaign is working, Yeah. That’s why I didn’t push it right away. Like Yeah. We could figure that we should have a, like a trial almost.

Yeah. I’m I I I to me, it sounds like I don’t think that the trial is a necessary thing, but I wasn’t in the conversations you’re in, obviously.

To me, it sounds like, okay. You just need to protect your time, but give them a lot of things that they need. Typically, I have not seen and I don’t know if your experience is different. Naomi, but when a campaign is going well, nobody sits back.

Like, now we’re, like, it’s just more. Like, oh, it’s going great. We can do even more. Or let’s shift you over to new client now where the campaign isn’t going as well and where we need your resources over there.

So for me, I hear this If they’re a big enough agency that you think they actually have money to spend on you, if they have a real need for copywriting services, conversion copywriting in particular, if that’s what’s going on and they already like you, but you don’t want to sell your life to them. Of course not, but you wanna be able give them a menu of services without them having to go through and pick and choose one and, like, call you up for one ad at a time. You know, because that’s not how this works. Why not sell them?

Can you sell them?

I don’t know if it has to be a specific day or whatever whatever that looks like. But to me, why not charge x amount for a retainer? This is what it costs to hire you. Say this is what it costs to hire me. And that’s it. And if they’re, like, that’s too expensive, well, then one that you you probably should have, like, spent more time in the sales process to make it so that they understand the value you can bring or two, they might not have ever been a good fit to begin with.

But I wouldn’t worry that it’s too aggressive to say it’s five thousand bucks a month for a retainer to retain me. You’ll get x many hours with that or better for you to have, like, outputs that gives you either a package of a hundred ads for one cloud, whatever. Like, you figured that out because you had the conversation with them. But you say this is the amount five thousand, ten thousand, whatever it might be. And it’s a minimum of six months.

I I don’t know. Is is there you would be wrong with that?

You wouldn’t you would skip the trial entirely and say these are my for all agencies.

I don’t know what the trial solves.

Well, I mean, it also might be budgeting constraints on their side. Like, he may love me, but he had to get the green light from their CFO because the CFO needs to green light everything these days.

For sure.

So other ways until proven yourself.

And I I think like proving yourself is something that I wouldn’t say you should ever even let in the conversation.

Nobody nobody who has proven themselves ever again says I have to prove myself. So to me, it sounds like, oh, I need to prove myself, is the thing that you say when you know that that’s not that common to be able to prove yourself. So it’s kind of a signal. Don’t say. Robin from your vocab.

Prove me fine. He needs to accrue my value.

And I get it, like, to see the level to the rest of the team because he’s not in charge of the the bank account.

There are a totally. And there are other ways to get the CFO to sign off on things. Right? It’s not necessarily going to be a trial.

It could be hey, if once you lock in six months, you automatically get ten percent off for the entire six month thing, which I don’t love discounting, but CFOs love discounting. So if you’re trying to say, get that CFO picturing this person who’s just trying to make sure that profits are great. What’s the solution for them? A trial Could be it. Don’t get me wrong, Naomi. It could be a trial thing. I just don’t know that that’s that’s a chance for them to go.

Was she perfect?

And it’s like, well, no. Nobody would be.

Rather, hey, I’m badass. You already like work that I do, you already need the job done.

What’s, like, the only thing that’s really gotta move you forward is getting the CFO happy So here’s what we do. And if if you sign on for six months, you get ten percent. If you sign on for twelve months, you get fifteen percent off. And now the CFO has something to work with. And everybody knows you can cancel any time, and the the lawyers will cover the contract with, like, after thirty thirty days notice to to cancel the contract, etcetera.

Yeah, I don’t I considering I already agreed to a trial for this specific agency, it would make more sense to say like Okay, like, send time a, send time a proposal with just like the price list that I have, and then say, okay, work with that, and then like, see how that goes, and then say, look, I have a limited availability if you want to get me on the books, then you can either then hear the packages I have for agencies.

Otherwise I Can I see the guarantee availability?

Yeah.

Or should I, like, call them up tomorrow and be like, oh, actually I wanna change everything and No.

If you’re already down the path. What I just don’t wanna do is have you become a commodity for this agency. That’s all. It’s just I want everybody in this room to go into every call in a power position. That’s that’s it. Like, that’s where we I don’t.

I don’t think I’m a commodity.

I I Oh, no.

I just a menu list is a commodity. That’s the thing. So it requires that you have a good, context for it. That’s all. So Naomi, if you’re already down that path, Cool.

Really the is the question then if you’re doing this trial, how do you lock them into something that’s profitable for you? After the trial ends. Is that what we’re looking for?

Yes. For this one specifically.

Yeah.

And I I guess for all of them because, like, I I also would not wanna commit to a tend to a huge retainer without having any sense of what to expect from somebody who’s relatively new at running a business.

Yeah. Justin. Definitely. Yeah.

Is that okay? Go for it.

Yeah. So I’ve been, speaking with Adri Yedlyn, he’s been, like, sharing a bit of, like, Blair. Is pricing strategy, and I it’s just so curious to me. And I wonder if it could work here.

So basically, offering pricing tiers, but doing it by the likelihood of success. So you’ve got the so the first one is basically your, like, champagne popping kind of retainer. Like, it’s like ten hair month you’d be, like, over the moon if you got it, and they get, like, x, y, and zed in it. And then your middle one is the one that you’re happy that’s the one you’re going for, like, the five k and it includes, like, this amount of deliverables it’s capped here.

And then your like lowest likelihood of success, which is one that’s meant to be like the best value for your time. So like a VIP day or something that you can and I wonder if you could do something like that presented in them like that. And then for the trial, do, like, a month under the kind of care that they want. So rather than doing, like, a trial is, like, an or something, be like, okay.

You wanna go for this option. Let’s try it, see how it goes, see if we need to, like, increase scope or decreased scope. And then, yeah, it was just a a thought.

No. I think it’s I think it’s a great idea I would love, in theory, I love it, but measuring success.

Well, it’s not like to increase the likelihood of success.

You’re gonna do, like, way more voice of customer research.

You’re is gonna include a lot more of that stuff.

Whereas when I’m working for agencies, don’t do any of that. Like, I don’t do that great job, to be honest, because they don’t, you know, they’re not paying me, like, the amount to go and interview their customers. So I’m like, okay, I’ll do your sales agent like, I’ll do it in a day. Like, and I don’t think of it as, like, good sustainable income. I treat it like a cash injection, like, just those, you know, when it’s opportunity to get a bit a bit of extra cash. If you wanted to yeah.

What was that about Revshare?

No.

I I thought that you were saying, like, like, if they Oh, like, no.

No. No. No.

No. It then performs well then.

Yeah. Yeah. No. It’s just like this is what I’ll do too. If you want the maximum chance of success, we’re gonna go for the, like, all in option if you Yeah.

Not etcetera.

Yeah. That could be a good way to go. Have you read Naomi pricing creativity?

Blaren’s.

No. It’s it’s got he’s got a bunch of books. But that’s it’s good. It’s very helpful, for something like this.

Yeah. So you’ve got the trial.

It’s really hard to say how to come up with, but I love Abby your ideas there with, like, you I can give you the full service everything every month for every client, or I can you could buy the VIP day, one a month or something, but at least a VIP day can keep you locked in contained and people don’t expect that they can reach out to you anytime, whereas a block of hours, I could reach out to you for one hour hypothetically on a Thursday and expect you to get back to me. The problem with trials, just as a side note, trials are good for systems. If this was a system that you were selling to them, then the trial would prove out the system or not, but the work we do is so custom.

It’s so specific to what’s going on in the market with the audience with the product. The offer with medium, all of it. That it’s very difficult for a trial to perform because the work we do often doesn’t perform until you’ve had a few takes at it. And you were able to go like, oh, that hypothesis was wrong, but look where it led us.

And then you can go along and get better and better and better. And that where, like, the payoff is with a really good copyright. That’s why agencies that’s why the agency you’re talking to doesn’t sign up for month to month. Because that would that does it doesn’t work.

It doesn’t work until you’ve committed to doing something, and trying a whole bunch of different things. I know for certain that demand gen agencies don’t do month to month.

So any any good ones at least don’t. So That’s my only pause for you going forward with trials. If it’s a system, it’s easy not to trial out. If it’s a human engagement, it’s very hard to trial.

And maybe go for a VIP day.

As like the easiest way in and then from there, they can start to look in to bring you in on projects and other things.

Yeah.

That’s my take.

I’ve done a bunch of VIP days with, a couple agencies too, and I feel like it’s a good, like like what Joe said, you don’t want them to be like, oh, we did an hour here and there or two hours for this. It’s like, it’s a contained main time. And I’ve had an easy time, like, selling those.

Sorry.

My biggest concern with the IP days is really the creative component because so much of what in in more performance based mediums the design is such a big part of it that I really have to work very, very closely with the designer to make sure that they follow, like, conversion CRO principles and UX principles, the way that I would like them to.

So I’d be worried that the VIP day, like, oh, oops, the designer isn’t available. You have come back on Monday and finish up for us. So that’s that’s really my biggest concern with VIP Day. Do you have that issue?

I haven’t had that issue because I’m working and like working on different kinds of things, but it sounds like if if that is a thing, even if it’s not a VIP day, is that still going to be annoying schedule if they’re like, oh, hey, the designer’s not available today. Like, is it still gonna be like they’re kinda calling the shots and they’re like, oh, actually, let’s You know, does that make sense? Or does it have the IP plan out? Sure. But even if it’s not a VIP day, they stop the plan ahead and be like, this is when the designer’s available. Right? So whether it’s a VIP day or not, you have to to expect for your schedule.

Right?

Yeah. Like, you don’t pay for that premium, like, then they’re not paying, like, that’s the fact that you work, like, on UX for the designer, like, that’s that’s more value really than a VIP days for, I would think. So that’s where, like, if you were to offer the different options. It’s like the more expensive option is the one where, like, you’re gonna collaborate a bit more with their team and they’re gonna pay, like, the premium for that.

Yeah.

And it’s two VIP days maybe, right, where you get in a flow of VIP day one is you doing the work VIP day too is you doing the checks over how it’s been implemented and then making any changes accordingly.

If that’s a real if that’s a real problem or the other side is, it’s an agency. It’s a subcontract.

Sometimes you just have to be okay with stepping back. You hand over the copy doc. You give all the best direction you can do. The designer is going to do do what the designer is going to do, though. And so, unless you work directly with them very often, and can establish a relationship there. It can be tough to get a designer to do what the subcontracted copywriter wants them to do.

Yeah. Doesn’t mean it’s impossible. It’s just like, do you pick your battles here and just like, is If if working with agencies was your full business model and that’s what you were doing going forward, then we could come up with different things here. But my hope and prayer is that it is not so that we can get you, like, scoring big ass projects and competing with that very agency, not necessarily demand gen. But, depending on what you what you want to do, of course, that’s the goal is not to keep. I is that is that in line, or do you want to keep working with agencies in the long term?

Well, I want to work with demand gen professionals because that’s really my area of expertise. So if they are in an agency, maybe that would work. If they’re in house, great. But Yeah. If they’re in house, maybe they already have a team of copywriters that they they they work with, or they have very strict brand principles, and they don’t wanna outsource anything.

So, like, is there a sweet spot?

Yeah. Working with in host demand gen.

Twenty twenty one.

I have worked with in host demand gen, and they are the best. They get excited about everything that you do because they don’t have a lot of fresh ideas coming in. So That’s where if you love DemandGen, cool, you know, do some stuff with the agencies, whatever, have it be that cash that you need, have it be some, like, experience that you get more and more and more with them so you can try different stuff. But then if you like DemandGen, go work as a freelancer for demand gen that’s in house at, like, almost any e commerce company, and it’s it’s fun and ego boosting, which never hurts. And you make good money. Yeah.

Right. So that’s what I’ve been that’s what I did in house for many years.

Nice. Love it.

That was what I did over and over and over and over again.

So I know that they that they like me.

The the trick is figuring out, do they have the budget to hire me, hire somebody out out of house.

And do they are they even thinking that way?

Yeah. And it’s true that a lot of tech companies have laid off people.

Not necessarily because they have to these days, because it looks good on the books to do it. But hiring agencies can be have its own downfalls. It can be expensive too. So it’s not that they’re only looking at agencies. They’re also looking at freelancers, to fill in those gaps. So I would just keep that in mind too. Yeah.

Okay. Cool.

That was fun.

I didn’t mean to think up so much time.

No. That was a lot of working through a big thing. Hopefully, we got, you know, kind of nodding things a bit, which takes work.

Good. Let us know what what happens with this conversation. Naomi over in Slack too. Cool. Well Yeah. I know we’ve got three minutes technically left, even though we’re over sort of by thirty. Does anybody have any last thoughts or question or, like, a rapid something where we good to go.

Yeah. Quick question.

When is the the free month trial, like, officially and, like, for CSP. Do you know the day?

That’s a Sarah. I think February. I think this is the free month for you.

Yeah.

Yeah. I just wondered if there was, like, a I think the date.

I think the next payment is on February twenty eight, I think.

Okay. Yeah.

What I think? Check with Sarah.

Okay. Yeah. Sarah knows all that stuff. Yeah. Okay. Thanks, Abby. Anybody else?

Alright. Have a good week. We will see you in Slack. And, this Thursday is Percy’s mindset session on rethinking failure.

So make sure you check that out if you struggle with things like the word failure.

Cool. Okay. Thanks, everybody.

Have a good day.

Thanks, Joe. Bye.

Selling Service Packages on Autopilot via Email

Selling Service Packages on Autopilot via Email

Transcript

So today is all about it’s kinda building off on what I talked about the last time, what on that last time, which was basically creating your packages and product side services.

What I wanted to, you know, get into now and start preparing y’all, even if you feel like, oh, I don’t have an email list right now, or maybe my email is just tiny or, you know, the If you don’t have an email list, this is something you definitely wanna start thinking about right now because this is something that future you will need. So If you don’t have an email list, I would highly encourage you to sign up for an ESP after this call and start thinking about your automated sales sequence for your productized services. And if you do have an email list, then your action item will be to write that, email sequence and put it into your ESP.

So yeah, I know I’m, like, kind of, jumping the downhill literally, but I definitely want us to want to encourage you to not wait till you have a big list or, you know, like, a big list or whatever. Like, this is definitely something you wanna start doing right now way too many service providers and, literally losing out on valuable reads and clients because, you know, we haven’t really thought about this ahead of time. So Let’s go. So stack themselves, you it’s essentially an effortless email framework for filling your packages on autopilot.

For those of you who don’t know this, like, literally our business, our entire copywriting service business is built on the foundational packages. That is what, you know, like, last year, four hundred k was copy packages.

It’s what has helped us scale.

And they I would say almost but not proof. We are like, you know, we do have periods when I get, like, tired, but we know when kinda watch for and just kind of step away a little bit, but it’s it’s beautiful. And this is an email sequence. I have tested multiple multiple times and have used it even when I did not have a huge list or used it on social for that matter.

So The reason most packages do not sell via email is because they’re missing a welcome or sales sequence to start with. Like, you know, if you’re if you have a package, even if it’s like an audit, and you aren’t talking about a new welcome sequence, you’re missing out on sales there. You’re missing CDA’s to sign up for your packages. A lot of people just talk about the package, but they don’t tell prospects or leads.

That this is what you need to do to get it. It’s amazing how many emails I have critiqued where clear CDS and other, and Clarity is key. All of you know that. Keeping sales emails in your in your newsletter strategy.

Okay. Hang on. Yeah. I found it over twenty five years ago. I’m trying to meet you.

Okay.

Alright. I no. I can’t mute people apparently. You have to mute yourself.

So The third reason is if you’re sending out emails, you aren’t including any sales emails. As part of that newsletter strategy.

And that is, again, something that you wanna start thinking about intentionally. So if you’re sending out a weekly email to your list, You wanna think about, okay, if I’m sending up four emails a week, do I have a sales email in the mix?

Over not showing your leads in prospects, where which is like, oh, I wanna give value. I wanna give value. And I’ve been on that end of the spectrum where, you know, I really wanna give value, but pointed there is something like too much value. So you need to remember that you’re all business owners, and yes, we want to nurture all these. We wanna give code on code value, but we also wanna sell.

And then selling without context or nuance, this is something that I have seen.

A lot of creative entrepreneurs make where We, in our heads, know what the package is for and what it does, but we forget that for a prospect This is just one of many things that’s been, you know, that’s coming at them, and they need to, and then to help to have to then add context to it or, like, okay, where is this gonna fit into my marketing system? Or how is this gonna help me accomplish those goals? We don’t want them to have to do the heavy lifting of kind of figuring out how will this help them. We wanna give them the context. We wanna give them those new answers of how is our package going to help them, or how is a productized service going to help them?

So these are things you wanna kind of avoid in any of the emails that you write for when it comes to selling your packages for sending TLS.

Okay.

So one thing all of you need to remember is emails are the engine that can clear demand and fuel sales for your serve services and packages, but only when you use them with intention and purpose, which is exactly what we’re gonna talk about today.

And again, emails are a authority pillar that you should be building, and I cannot stress enough the importance of doing that. Even even if you’re, I would say, even if you’re in and building of, you know, even if you’re just in house, like, you know, Randall is, like, I would still say start building your email list, you know, or and especially if you’re in house and freelancing start building your email list. It goes this holds good in all cases and all scenarios. So With that, let’s talk about my go to framework for sales viewing automated emails for packages. I say automated because that’s pretty much how I tend to use them, but you could use them as broadcast.

Last year, and this year, I have mainly used them as broadcast mainly because we’ve been kind of book solid, but, I have used them as automated emails. Hold on a lot. So specific, timely, unteachable, engage, motivate to act. That’s my framework. I’m a huge fan of frameworks just to kind of simplify things for myself. So this is what I keep in mind when I’m writing emails for my services and packages.

Alright. Well, let me see. Before we look at it, the two. Okay. Hada has a question.

Do you actively sell and include include those links in the welcome sequence, or do you leave it for the end of the sequence?

I would actively sell and include those links in the welcome sequence. So, in fact, I’m going to talk about that too at the end, as well. Like, you can you can actually just have a one email sale sequence as well. So we’ll talk with you about that, towards the end. Cool. Let me move forward.

So this is an email that I sent out to our list. This was for our Tysmal, which was for, you know, it’s a VIP package, VIP day kind of package that I was selling way back in the day. I’m still selling it.

And this was one of the emails I used when we were launching it. So the reason I’ve shared this here is because it like literally lays out everything. It starts with specificity, and you’ll see context.

So how much copy do you need for an upgrade launch? Okay. Simply use what I use from a live launch when I turn this. What’s the difference between live launch?

Copy. So very specific about the problems that it would be solving for them. And these are three of the most popular questions to adapt, and then this is what led to my framework, my process. Now this is like a really long email.

This does not, by any standards means that all of you need to write long emails, please, this is just to kind of give you an idea of how, like, kind of all the different elements that come in. These could be, like, shorter or faster paced emails as well.

It’s timely. So why I developed this teachable to your other six copy barrels, and this is again content Bistro. We have a lot of foodie references going. So I talk about, you know, what everything that they need here I include a lot of specificity also in terms of things like, you know, these actors clip bars and, you know, so it’s engaging. There’s more, you know, there’s a little bit of personality there.

And then, of course, motivations, like, why do they need this? So you need to connect with your audience’s pain. You need to strongly, you know, you have to tap empathy. You wanna You need both strategy and copy assets, all of that. So this was an email that was a blended set, like this value pass series of the precursor to Artezno, your VIP already, we had people on the wait list. So this went out to them.

Fairly, fairly simple and relatively standard.

So specificity, how do you wanna craft that? You wanna use we’ve had you worded subject lines that increase your open rates. You wanna keep that up within your email. Examples, use specificity to add that context, use specificity to highlight why would they need it, use specificity to, you know, even talk about their motivations so you can use them interchangeably.

Specific results, specific steps, specific outcomes, specific deliverables. Be very, very clear about what it is and why they need this. So this was like a presale email. If you’re sending it directly for a set for a package, tell if you wanna be very clear about what are the deliverables in there, what, and, you know, how do they lead to the certain outcomes?

And then, of course, experiment test optimizes goes without saying.

Rule of one, applies everywhere, one email, one package. Acceptions are, you have two tiers to a package, like fully loaded launch for a very long time, had two tiers. Artasional, I think has half a day and full day, I think, right now. Point is, if you have two tiers, that’s fine.

That does not mean that you’re talking about two different packages, you know, But what email one package? New packages that lead to a similar outcome? Yes. You could, you know, maybe talk about it because you’re you’re then you’re using one email, one come as the guiding goal.

But do not try and talk about an audit or a website copy package and a launch copy package in one email. Unless, of course, it’s like, say, you’re doing, like, a catalog style email or something like that. But for these automated sales emails, you wanna keep it to one email one package.

Soup specificity super powers emote relevant emojis that are very specific to your brand numbers, dollar figures, key adjectives, you know, like, click bars for us is very on brand or just term benefits, you know, and use all of this again for your subject lines or for your body copy.

Use words and phrases that involve visual images that, you know, like, literally for, like, for our audience, again, Harry Potter was a big part of our brand for the longest time ever until Jacob Allen ruined it for everybody. But, so things like, you know, hybrid sized mountains of unfolded laundry instead of a laundry pile.

As copywriters, y’all have the gift of leaning into specificity, lean into it, and music.

But with specificity like makeup, less is more that don’t go overboard, know when to dial it down. And when you do your sweeps, that is when you need to look at and think about, like, okay. Am I just overdoing it here?

Or is this real needed to make a point?

Then we have timely unteachable.

So, again, timeliness and copy can usually be created with strategic calls to action. So Why do they need to act now? What’s the urgency there? Along with that, you can be timely with content. That’s actually timely. So seasonal specific emails or seasonal specific packages, for example.

If you’ve got, like, screenshots and case studies that have just come in, that may be a good point to include in your cell sequence. References to current world situations. Now if you’re automating this and if you’re setting this up for your work for your welcome sequence or for a and always on wakeless sales sequence, this references to current world events may not be a good idea, but you can obviously be timely in other aspects.

And then teaching. Now, t this is where you need to be extra, extra careful because we tent we can tend to go to the side of teaching too much.

And We don’t wanna do that, not because we wanna withhold information, we wanna keep, but because we do not want to cause more confusion.

For our prospective clients. We do not want them to start feeling like, oh my gosh. This is way too overwhelming or Oh my gosh. This is easy and I can do it only to realize that this is not easy and they will struggle to do it.

So you know, which ways we wanna be very careful about what we teach. So five things that I’d like tested out is process. You saw an example of that, like, I talked about, you know, cures. Well, it’s included in this.

And here’s what you need, you know, when it comes to every launch copy cures, everything that you need in it. You can also talk about mistakes your clients made before they hired you. You can talk about the importance of the key elements in your package kind of ties in with the process as well. You can talk about amplifying results your packages, and you can also talk about what comes after and what should they be preparing for?

Once they worked with you. So that’s like future pacing with a twist. You will lean on your case studies and customer success stories here to talk about it. Okay.

My client had to hire a customer service executive just to kind of deal support all the new clients that they got after our, you know, she worked with me on a fast sale package. So that’s just something you may wanna start thinking about right now. That kind of a team. Help them see themselves two steps ahead or even ten steps ahead of where they are right now after they work with you.

Now the goal here for teaching is you wanna, you know, pick the curiosity, but you also wanna give great value. You wanna, you know, help them see that you know your stuff. So that’s why it’s like a fine balance and a good idea whenever in doubt, again, take the time to give it a suite, take the time to get it critique if possible, you know, just so that you feel very confident about it. But the point is don’t hesitate from teaching. Just be careful that you don’t just go way overboard here.

Engaging personality, humor, pop culture, trivia, books, TV, and music, values. We are huge, like, personally, you know, I bring up the fact about our about financial stewardship. I bring up the fact about integrating life with work. I, you know, it’s super these are like values that are key to us.

So, We talk about that all the time, and we, you know, and we use them to create a point of differentiation as well. So Think about, you know, if you feel like, oh, I I’m not into pop culture or I don’t listen to a lot of music or I don’t read a lot of buzzer. I have not interesting happening in my life, which honestly trust me you will be. But don’t hesitate from talking about your don’t have different talking about words and phrases that you, you know, use all the time or you made up.

I’ll give you an example. I just reasonably, like, I started using the word truth biscuit instead of truth bomb because, again, on brand for us. So don’t hesitate from adding in personality to make your emails more engaging.

And of course, what makes you you, what makes you data from everybody else and maybe doing the same thing. So personality types, like, literally everyone on our list knows that our Maya script types. Those are Integram types because they’re big on those. But if you’re not, like, think about it, maybe you have a habit, maybe you have a pet peeve, all of the research that you would do for your clients and their audiences, you need to do for yourself as well. So you need to be kind of clear on what makes you you, and then use that in your emails.

Don’t be afraid to listen humor.

This is something I personally had to learn, because humor does not come. I’m not one of those that it comes naturally too. So I did do some learning here. And humor seriously is a book I really I really enjoyed it in getting some really good, you know, strategic tips.

And then, of course, I don’t know if he’s still running it. Justin Blackman had a course called write more personality, which I took. And absolutely loved and have used, used it extensively. So, yeah, but if it comes naturally to you, you’re one of the, you know, lucky ones.

Please go ahead and definitely use humor.

Formadding basic rules of copywriting out everybody just be sure, like, when you’re reading your emails, make sure you preview them both for mobile and for desktops format your content with bold and italics, bullet at a number of layers, short type paragraphs.

You’ve got, you know, the gist.

Jiff it up.

Very, very easy to add, you know, engagement and personality with GIFs.

Don’t be afraid to use them. But again, you don’t wanna kind of overdo them mainly because we’ve seen, at least, I’ve seen it in fact deliberately in certain cases.

Also don’t hold back on your opinions. You know? So they do make for a lot of engaging reading. You’ve got hot takes, on things. So, you know, like Abby mentioned her her hot take or her, you know, contributing point of view was, you can go evergreen from day one. Something that, you know, you should be definitely talking about. And if you, you know, if you’re when you put together emails for your evergreen package.

And then finally, we have motivations. Now motivations is what basically answering the question. Why should they care?

Why should they care about your package? So your package or productized service was created with the intent to help, solve, heal, undo, redo, improved, increased, decreased something in your prospects lot.

You need to talk about that, lean on it, shine a spotlight on it. Does not mean you poke the pain or, you know, do all of the things that we don’t wanna do. You want it, but you do want to highlight why they need it. Again, this is what adds context and nuance to your emails.

Okay. Before we get into the tactical side, questions. Okay. Oh, if you asked, how are people entering this funnel?

Your welcome sequence feedback for application funnel? It depends. You could use it as it depends on what packages you wanna sell. Like, we’ve reached the stage where we’ve got so many packages, so we don’t, you know, we don’t have them in a welcome sequence.

Excuse me.

But what we do, we did earlier was we had a vacress. We used to build a vacress, and then we used to have a sequence here. But if you have, like, say, one big package right now, which is what I would hope all of you do have, I would use the welcome sequence for that. You could simultaneously also below wait list for it.

So for people who don’t wanna sign up to say a welcome sequence, your wait list could be would be actually a really good idea because those would be active warm leads saying, Hey, I wanna hear more about your packages. So I would actually do both they could enter the funnel, through an automated sales. See oh, they could also enter the following something that we tested out with a client of ours is a noted for sales newsletter sequence. Those are automated newsletters that go out every week and sell her coaching activist.

So, we wrote up I wrote up email newsletters for six months for her. So And every email followed the same same format. She she offers she’s an executive career coach, office career coaching services. Point is you could use them in multiple different ways.

Alright.

So how many emails to send?

My favorite answer, it depends. It depends on your package cost. It depends on how warm your list is, how the list temperature essentially, and audience fairness? Like, does your audience know that they are they pain aware?

Are they solution aware? Are they brand aware? Like, where exactly are they is somewhere in the middle there. So if you would know more about that, that would be great.

It would depend on all of these factors.

Having said that, three to five is usually a solid number to start with.

Now you could take each element in stem and turn that into a sequence. So you could have an email that’s super specific about the pain that you’re solving. And, you know, what what your offer is. You could have an email that’s timely and teachable.

So it walks them through your process or gives them a behind the scenes, and, you know, it’s exactly what to expect from every deliverable. It could be just engaging in storytelling, you know, so you could have, like, just four email and then motivation have, like, two emails because that would be, like, the last two emails that they would get. So you could turn stem into its own sequence or you can send three emails with all of the elements in it. I tend to lean towards sending three to five emails that include all the elements in it. You saw that example earlier, But, you could, you know, totally turn them into an automated sales sequence by itself as well.

So when this is, you know, I’ll leave you kind of answering your question as well. You could send it as a welcome sequence. You can sell it at when you launch a new package as an automated sales sequence to everybody who’s clicked on the link in your emails before that to show interest or been on your wait list, you could send an automated wait list sequence, digit results, email newsletters, and then also for pre selling and getting looked up for package, which is what we kind of did with with artisanal when we launched it initially as we presold it.

And then clients were booked in for, like, say, thirty days later or sixty days later. It was a while ago. But, you could use it in you could send these emails in so many different points, the easiest would be the welcome sequence or the note to fulfill email newsletters. Like, if You know that you have a certain audience segment on your list, but not yet for sales email newsletter sequence would be great. For them because then you can just batchrate these emails, send them out every week, they’re curing from you, and you’re selling your packages as well.

Should you sell in every email?

Yes?

And no? Yes. You do need to talk about the package in every email. No. You don’t need to create false scarcity.

You don’t need to make it appear that this is this is never going to be offered again or or that, you know, you’ll be increasing your prices unless, of course, you will be increasing your prices. So, Sally, every email, don’t sell in a way that doesn’t make you feel good. And if it doesn’t make you feel good, it would definitely not make a few of your clients feel good. That’s, you know, because Yeah.

That’s kind of what I’ve come to realize. So, yeah, don’t hesitate from from Sally.

The one email sales sequence.

If you decide to send only one email to your list, to talk about your package. I hope you said more than that, but if you say, like, okay, but I’m not gonna say, hey, thank you. I don’t I don’t wanna send the sales sequence, etcetera, etcetera. I would highly recommend you use the confirmation email to sell your package or, you know, to talk about, like, write a stem email.

And why? Because not only does this email have the highest open rates because people are taking to to confirm you, or they’ve just gotten on your list. They’re like, They they know and remember who you are, but it’s also a great opportunity for you personally to build a connection with a prospect, maybe very new to your brand. Right?

And, if you’re running, say, Facebook ads, or even, like, from social, or if you’re using affiliates or, you know, like partners or JV partners and things like that, or muted newsletter swaps, point is, again, it does not have to feel pushy or safety when done. Right? So what you wanna do is you wanna share your story in it, give some backstory about how you started. We are, you know, what it is that, you know, you’re known for, what can they expect, from the freebie that they’ve signed up for.

And why should they, you know, go ahead and actually watch it, download it, use it whatever your freebie is. If you have a freebie there, you wanna validate and empathize with their struggle. You wanna celebrate their action taking spirit.

Educate them. We talked about what you can teach them.

But the opportunity here is for you to share your credibility markers. So things like, I’ve been doing this for x number of years. Here are some mistakes that I’ve seen, you know, or here’s what a client said after, you know, we finished implementing their, their funnel or their website copy or, etcetera. So you wanna use the education part to teach about your process, but also share credibility markers. And then you wanna just set it seating and soft selling. So you wanna give them a sneak peek of what’s included in your package, what can they expect, and buy them to check it out and come back to if they have questions or book a call with you, to get more details.

But, yeah, So, yes, you can definitely just sell with one email.

I would hope you would use more than that. But if you have to, then, yeah, this the confirmation email do not overlook it.

Alright.

Soft selling your package for maximum sales. This is something you wanna kind of keep in mind for your emails, whether you’re using it in your confirmation email or even in your sales email and you’re like, you know, okay, I feel like this is getting me too salty.

So You can share a time lapse video if you’re working on a package deliverable. You can share case studies, testimonials, screenshots from clients, like, you know, that they leave in Google Docs.

You can drop a personal video these days. There’s so many tools that make it so much easy. So that make it so easy for you to kind of be at these personalized videos at scale and share why you created the package in the first place. I think I did that I did I did that one time when we launched, a package version of, of my program, ready to sell.

It did really, really well. So You could for social, you could create a carousel, explain why, you know, what’s in that package, why do they need it, and then embed that carousel in your email. So you again, the idea here is for you to get that package in front of your audience in as many ways as possible and not hesitate from the idea of selling, in a way that feels good to you. Eglopedia.

We have we have one. We use one regularly for our packages. So we need people to download to see examples, case studies, and your and the process that we use as well. Key elements, invite them to get on a zero pressure call with you. Make it really, really easy for people to know what offer and to buy from you via emails.

Next steps, identify the package you wanna sell. But those of you who have created packages since our last call, amazing. Happy to give you feedback on those.

Write up one to three emails or she’ll do five emails using STEM, upload them into your email system and send. And then, yeah, just keep testing and optimizing a simple log. Cool. We have plenty of time for questions.

Okay.

Chris asked, would you recommend having subscribers sign up for a sales sequence from one of the weekly newsletters if so how Yes. Great idea. I absolutely recommend it. So let’s say you’re setting up weekly newsletters and you want to get people to sign up for a sales sequence for one of your packages.

Is that correct? That’s what you wanna okay. Good. So there are a couple of ways you could do this.

You could do this, but if since they’re already on your email list, you could, you know, skip the step of having them subscribe again for their details in again. You could just say, if you’re interested in my ABC package that would help you do x y z tap this link and I’ll send you more details. So when they tap the link, an automation kicks in, that would put them into the sales sequence.

Most ESPs make it really simple to do that. So that’s all you would need to do. So when you do that, the system would the automation would kick in, and you would tag them as ABC interest list, for example.

Does that help?

Yeah.

I was wondering, also, like, considering I haven’t sold anything to my list, for example. Right? So I guess the less aware or less or the lower the intent is probably the longer the sequence will will have to be to kind of educate them. Right?

Not really. The you’ve had your list for a while. You have been emailing them regularly. Right?

Yeah. Yeah.

Yeah. So honestly, you would all you would need to do is just let them know that this is something that you’ve, you know, fit in your working on and he if they’re interested in working on it with you or if they’d like to hire you for it, here’s, you know, to tap here and you’d send them more details. And when it happens, they know that they’re going to get details about a package. So your first email itself could be a pitch email.

You know, it could be a case.

The the the click is the qualification. So, yeah.

Exactly. Exactly. That is the qualification. Yeah.

Okay. Thank you.

You’re welcome.

I’ll ask how you all manage the tech side of all these phones, do you outsource it at DFI? So the the welcome sequence and, nurture hotel users. These are, like, fairly, like so here’s the thing. I would I’ve been with ConvertKit for seven years now.

So for me, it’s really easy to go in and set these up. I know. I also like to know a tool inside out, even though, like, right now, we be hired someone who’s working on setting up the whole evergreen side of things for us. But, for for a program, that that is something I would not want to do, at all.

But something like a welcome sequence and all, I would do it myself.

But yeah, I would be keen to share what the group has to say, like, do y’all do your, DIY or automations?

Or hire it out, but they’ll let like techy is who can easily help you do that as well.

Abby, Jessica Johnson.

I do.

I do. I think ConvertKit is pretty it’s pretty easy. The screening tags.

Mhmm. Mhmm. Mhmm.

And and the automation are visual.

So it’s pretty easy.

Yeah. Yeah. Yeah. So most of us set it up ourselves. I would for your business, and this is just a piece of side you know, like, from someone who’s been there and done that.

Oil business, I would say it I would highly recommend knowing the tools your business uses in setup. You can definitely hire out the setup later on, like, like I gave you the example of the open funnel setup. Or for example, design, you know, like website design. I don’t do it, but I can go in and make quick changes. I can go in and the reason being it just makes it a lot easier and less stressful, and also because I’m kind of anal about control, so there’s that too. But I would highly recommend, like, knowing your ESP and knowing what it can do. So you don’t have to, like, be you know, just kind of wait for someone else to do it for you.

Cool. Just Yeah. Jessica has another good point, but I’m offering emails for I have to copy many clients ask so many questions about set up in their ESP because it’s an easy upsell for me. Amazing.

I love that. Yeah. Wait. Wait.

Okay. Cool. What other questions do you have about packages or selling your packages?

Abby, can I ask that?

Yeah, I’m looking to, like, increase the profitability of my package. I’ve been selling it for a while. I just felt like you’re the perfect person to ask because you’re all about profitability.

So I’d love to, like, do two.

So I, yeah, I guess my option, like, the the obvious thing to hire.

I have like I’m also curious, like, how much you template, like, the the copy deliverable. So I’m doing an open funnel photo. So it’s kind of similar to your, like, fully loaded launch.

Do you I do have templates for all the bits, but I always feel guilty using them. So I’m like curious if you if you template it out. And, Yeah. With the hiring up for research, like, I have a block there.

I don’t know what it is. I think it’s probably just because I’ve I’m not really hired out for stuff like that. So That was a real question. We’re just like some thoughts.

I might be waiting, like, how we sort out.

Okay. Cool. So let me just kind of clarify so that I know I have it right, and I’m I can give you information that would help you. So, you wanna know how to increase the profitability of your packages, by either hiring it out or by speeding up the process. Correct?

Yeah.

Okay. Great. Alright. So, yeah, hiring it out highly highly recommend research take took a lot of time on and also for me because I’m in India.

Time zones, and our clients are all in the US and, you know, North America, essentially. So time zones were Royal pain.

So that was my big motivation of hiring it out because I I used to be up for calls, and then, you know, I would not be my best. Yeah. So, hi, workman, hiring out research, if you can, and you factor the pricing into your package. Basically.

So to give you, I think I mentioned this somewhere in the group earlier, like, research I’ve hired out in the, you know, our research assistant takes, you know, twenty five hundred or upwards depending on the depth and breadth of research. For instance, if you have clients who have, like, so we’ve had clients who’ve had big server responses that have over thousand responses. We obviously are not gonna come to thousand responses, but we still would have, like, there’s a few hundred responses that we would, like, kind of pull from. Right?

So that’s more data there. It kind of depends on data, but essentially, like I would say, twenty five hundred is a decent package price kind of keep in mind if you’re hiring a research, but you also for the other thing you wanna look at is opportunity cost. Right? So When I calculated the amount of time, actually, my uncle calculated the amount of time, I was spending on the research phase of product.

It just made more sense for us to hire it out so that I could take on another package line. Right? And that kind of then You know, that is what helped us to really do more work without burning out. I mean, like I said, like last year, just the one the one hundred k package that I did was, like, twelve different sales pages and don’t know how many hundreds of emails.

It was, like, I could have easily said, like, okay. Yeah. After this, I’m not gonna do another project.

But I just wasn’t stressed out at all. And large part of that would be, research, but the other is going to answer the other part your question, which is process package delivery is all about your processes. And this is for everybody, whether you do, you know, like launch copywriting, your email rating or any kind of copywriting point is for your packages, you need to look at what can you systematize and In my case, I do not have used templates for copy.

I have a huge thing against templates for cockney.

It’s on my pet peeves. But I do have what I call recipes and frameworks. So I’m a huge, huge I would like if I write a sales page for the first time at it conversely well, you can be one hundred percent sure it’s going to become recipe. And when I say recipe, it’s essentially I would write down, okay, like, so here’s step one.

Like, literally, write it out like a recipe. So I would say, okay, here are the ingredients that I use for this. Here’s step one. You’re step two.

You’re step three. You’re step four. You’re step five. And then when I’m sitting down to write, all I do is I open up a recipe.

I copy that into a Google doc, so I’m not starting with a blank page. And then I just Follow the steps, put my copy in the relevant sections. And when needed, because again, audience is wary. So it may be the same recipe, but I can move steps around and gives me flexibility.

So that is another way that I’ve been able to really speed up my process. That’s made a huge, huge difference.

Going back to hiring, yes, research is one thing, but you also need to know that our very first hire was an editor. Because editing was my least favorite thing to do. We did not hire VA. I know that Joe encourages us to hire via, like, you know, first thing.

But went against the grain there, hired an editor because editing was my most time consuming job, and an editor was our first full time hire and has continued to be part of our team sense. So, that saves me a ton of time because I know the copy that I get I’m like, I’m not worried that I’m sending off copy that hasn’t been seen by another pair of professional copywriting, copy editing files. So our editor right now is someone who’s also trained in BrandVoice. So that means really, really you know, it’s really helpful for me to know where I’m going off voice sometimes for a brand, you know, especially because I do multiple projects for the same brand.

So she’s she can recognize, like, hey, you know, this should you be using these many exclamation marks and, you know, things like that because it’s not on them. So that really helps save time for me. I’m not spending time editing. Anything that helps us save time is a hire that we would we would consider.

I don’t do my own wireframes either.

We hire that out too. So I save a ton of time on just focusing on doing my writing.

That is that is basically what what’s really really helped.

Okay. Cool. Yeah. Because I don’t I don’t wireframe. I didn’t realize you did that.

But I yeah. I think like So a project will take me fifty hours, and I don’t really see room to, like, speed up. So I do use frameworks and stuff, but I think with the hiring out the research, like, because that’s such a key part of where, like, the ideas happen, like, when I’m finding it all, like, that’s usually when I get, like, the big idea. So I think I just, worry that if I hired that out, like, I mean, what do you think of, like, if I have, like, a kind of a framework for a master guide and I tell them what race I should do and, like, to put it in there, and then reviewing that. Is that kind of?

Yeah. Exactly. You can absolutely do that. So I have a framework for my messaging and recommendations guide as well, and I would let my researchers just know that, hey, you know, this is how I needed it.

So and, yeah. I mean, we worked with three different research specialists over the years and all through, like, because we had so many projects, so we would, you know, like, and they would have that limited So we would hire out different projects to all of them. All three of them have same standard instructions, same briefs, everything. So it yeah.

And I completely agree with this. This was, like, one of my big too. It’s like, you know, okay. How would we get sticky messaging?

How would I know about, you know, things like, okay. Again, the big idea here, all of those things, but Yeah. I mean, hiring research, Abby has made zero, I would say.

Difference tune. In fact, if anything, I’m more creative. Like, I find that because I’m approaching the messaging and the research data with those fresh eyes. So I would say it’s it’s been a huge huge help.

Oh, sorry. One more question. I’m really sorry to be like a hog, but, how how do you hire someone? How where do you find these people? To do.

Yeah. Yeah.

I I actually so sorry. I I want to add to this. I also wanted to ask, like, I’m curious For the research part, do you hire someone who already knows how to do copy research, or are they like generalist researchers or what?

Copy research. They they specifically work with copywriters, to research for their client. Projects. So, I’ll tell you how we found.

So here’s, so one of the first researchers we worked with was in our programs, for creating packages, and created a research package, and we ended up hiring her. So that was easy. The second researcher was, Melissa Harstein, I found it to another copywriter, and the third researcher was essentially she started as our content support, and the community concierge, assistant, and then she we realized, like, you know, she she had the potential. And so we started asking, like, would you like to do research?

And she did, like, a bunch of projects where it went really well. And now she specializes only in research. So, but how would you find these is by asking people in your network. Like, this is the group you would wanna ask.

I’m happy to recommend who we work with for research. Should you decide to hire, and you could ask on social. Like, generally, And that’s how we found our editor as well. A copywriter who was in my program was working a second editor.

Our first editor, we found through an ad. You can also do job ads But, but I I feel like you make way, way better hires through, you know, like asking people who they work with and getting referrals. So very happy to recommend both our editor and our research people. To you, one of them has gone in house and is no longer doing research, and the other one This also is on a short hiatus from work, but the third one, I’m very happy to make an introduction to any of you needed.

Thank you.

That’d be great.

Hi, buddy. Hi, everyone. How are you?

Hey, honey.

Hi. Sorry. I I didn’t realize it was so early this morning. I had the kids walking them to school. So apologies.

This has been so helpful, and I’m right with Abby and Chris about Christopher about, you know, trying to outsource as much as possible.

And I know Abby, you are looking at a VA. So I think it’s I would love to really dive into this outsourcing because I think what I was hearing a little bit muddled was, you know, it’s like relinquishing control and what parameters because I think When I’ve heard of people who they start to outsource, they spend early days a lot of time trying to figure out a process. And that can be a really valuable time spent, but it’s also with the who you do that work with.

I’ve been cautioned about, you know, there’s a lot lost in translation that can happen when you’re when you’re partnering. So I know that, you know, the turning over some of this really important work that you mentioned is really my next step. And so I’d love to hear from the group or from anyone about the work of relinquishing control, I guess, as the mindset.

Yeah. I feel like that. And I I’d love for the groups to weigh in as well, but I feel like, that I I’m as I type a overachiever who, like I said, I’m anal about control, is what I realized is that I actually have more control more creative freedom when I’m not stressing over things that, you know, someone else can do and do well. I will say, though, and again, this is something for for future you that you wanna start thinking about is even before you hire, answer your question about processes, processes and systems, is you wanna start documenting your process. Right? This was really helpful.

For us when we hired is, like, just have well documented processes to share with whoever came on board. So they knew exactly what do and when, and that makes it really easy because it, you know, it’s a shorter runway.

Also for certain jobs, like, when you hire them out and you hire, like, say, research, for example, you’re hiring someone who is a research specialist, the runway is way shorter because they’ve already done so many projects. They work with so many different copywriters. They know different styles, and they’re really easy to work with. So that makes it that makes it much, much simpler too, which is why I’m a huge fan of asking your network peripherals, about people that they really enjoy working with.

That’s great. I think, I’d love to know, who those trusted people are within our network and, you know, building out maybe a directory of those people that we could turn to.

And then I think the last thing is out outside of the network is upwork or any of those places, reasonable places to go to from your experience.

Yeah.

Early days off of business, you hired a lot of people off of fiber. It was really great, especially with things like video editing or, like, quick graphic design jobs and illustrations and all of that. I’ve never personally heard from Upwork, but I’ve heard of some great people out of work as well. Like, people have had some great experience, there.

So Also, there’s a site called hire my mom, hire my mom dot com. That’s a that’s another really quick like, I her first hand from peers who’ve had great success, finding excellent people there as well. So, yeah, I would definitely say that. And Again, for, when you’re looking to hire, it would be great when you if you could, like, ask in the group and, you know, like, hey, I’m looking hire a VA or looking to hire an editor, does anyone have references, or referrals to, you know, kind of send my way.

So, yeah, we could obviously absolutely do that.

So just in terms of a source for for hiring, I’ve been in the ten x freelance copywriter group for, like, years. And anytime I’ve posted about, like, subcontracting opportunities there, I’ve gotten a ton of responses So, again, it, like, when I’m saying, like, there’s people who are already trained in, like, the copy hacker has approached to research.

You know, so you’re not, like, fully educating somebody who’s never heard of VOC or or something like that.

Exactly. Great idea, Katie.

I have, like, two questions up on this call.

Sorry.

Sure. Sure. No. Alika, give me just a minute. I wanted to answer Hannah’s question also, and then I’ll come to you.

So Hannah asked in the chat, I feel like an order for this kind of model to sell really well. You need right for tier clients on the list. Currently, my smallest list is a mix of people in my target audience and copywriters slash service providers. I wouldn’t engage my service for this.

So, for this, you mean, the package you currently have Hannah? It’s Hannah here. Yeah.

Hello?

Okay. I don’t know whether it had us here or not like Sorry, Elythea. I was about to ask, like, just get more clarity from from Hannah about her question because I saw that come up a short while ago. We let Hannah come back to us. I wanna get some more context around that.

Why did you go ahead?

Oh, no worries. So I have two questions and one is I’ve been, like, Two months ago, my dream was just a contract for operators because I wasn’t called with one of the leading operators right now. She’s a co she’s a coach of Galaxy. And then she told me her story about subcontracting subcontracting for another operator.

So the the thing that you’re all talking about research I wanna share the other side of the story that what Abby just said that the the research was all done for me, and I’ve really struggled with that. When I sat with the writing part. Like, because I I did not I had not done the research. Like, I had not gone and done the interviews.

I struggle a lot with, like, reading through all those heaps and heaps of transcripts.

Then, And although it was like an airtable and very organized, but I struggle with coming up with big ideas and specific VOC, which So how how do you overcome that when you’re writing and when the research is done? Like, do you read it again and again or especially when the the product or offer is not very familiar to them.

Okay.

So here’s the thing. So my research process essentially includes the VLC, which is your you know, survey data and your interview transcripts and your kickoff call transcript and all of that. Right?

But then the second part of my research is offer optimization where I go into their offer, and that is something I still do. It’s like I go through their I work with course creators, right, and coaches. So I essentially experience their course or service firsthand to get, a direct look at how a student will experience it.

So I am familiar with the offer of what with the research document as well. Like, here’s the thing, if you get them the way you would want it to be presented the way you kind of use your, like, how do you package your research so you present it to the client? And, you know, or how do you package your research so you use it?

Either which ways If you let your research, you know, assistant know that this is how you would want it, you would be starting with a done feed document. Would you have to read it Yes. But you don’t have to read all of the transcripts. I’ve I don’t read the transcript unless, of course, I wanna kind of double check something that, you know, or I wanna kind of get some more insight on a, you know, a particular, messaging area.

But or you don’t have to go through the surveys. You’d yeah. And the kickoff call is with you in any case. How our researchers can is done is I do a fairly in-depth kickoff call.

The client fills out an in-depth questionnaire, and then our research assistant takes over, does the interviews, survey responses, forum mining, coming through, like, competitor analysis, all that the research assistant does. And then they presented in a format that I wanted them to present it in because that is how I’ve been, you know, approaching my research. Like, after I’ve done all of this, I put it into, like, a fairly hefty document divided into, like, the usual sections, you know, your pains, wants, etcetera, etcetera. And then if it just yeah.

So they basically shortcut all of that for me. But it’s not like I don’t know the product because I do know it because I’ve gone through it. Sub contracting is different because you may not have contact with the client themselves. So I because I don’t subcontract, I can’t really speak to that experience.

And I have another question. And that is, like, I’ve been about hiring from day one. Like, even if it’s only been a year, I’ve hired multiple multiple things and also so what I do is, and I felt a little bit of resistance here. So when I hired for the first for three or four times. It was a higher class, bio class thing. And then I realized that I, I needed to add test like, so I added, like, a test project and or just just to see, like, if they’re fit for this job.

And there, I feel like some, like, beginners opt in for that, and then they don’t qualify.

But then the people who are actually doing great, they don’t opt in for that because they think that that, like, you know, I’m that other spammy because they’ve opted for other test projects and been, like, they’ve they’ve been born out for that. So how how do you deal with that? Like, how do you How would you approach that?

Because when I’ve hired someone with a test project, it has been, like, if someone is really qualified, it has been really beneficial for me through, like, clicking out the perfect person instantly.

But how do I encourage someone to do that? With all enthusiastic.

You you cannot.

It depends on the person who’s applying for the job. Right? Like, you cannot do the job of generating enthusiasm for applying for something for them. You can make it simpler and easier by laying out everything that they would have, what they would what you would expect, having clear expectations, also highlighting why they should wanna work with you and what what’s it for them, that kind of a thing. But beyond that, like, whether they decide to do a test project or not do a test project, essentially, up to them. Right?

I mean You recommend, like, doing a mini sales pages thing that that also walks them through, like, what’s in it for them?

No. I just do like a regular job ad. Like a well written job ad would be fine and as long as, you know, it just kind of you don’t need to sell them on sound working with you and for you to pay them. You need to sell them on, you know, the here’s why we need a test project here’s how it’s gonna help me understand and, you know, the the skill level you have and the expertise you have.

And, you know, the, you know, whether we’d be a good fit working together. So, so yeah, I would go with that. Again, full disclosure for us test projects have been for when we hired from Safe Fiber, and that test project has or up we are not work, but I would say if you have, I believe, wanna start with a single project, like a small project to see how it goes, look at turnaround times and all of that In other cases, how we’ve worked with it. It’s been with social media managers or VA’s or content support assistants or graphic designers or research assistants or, you know, editors, it’s always been we start with one project.

So we just do, like, one project, like a full project and see how that goes. Worst case scenario. It may help go really well, but then that’s just one project. Right?

And you’d never work with the contractor again.

Touch with. We’ve been very lucky. We’ve had a couple of, like, instances where we’ve not, you know, like, we’ve had, like, I think, literally say a couple of instances. But where, you know, contractors haven’t have dropped the ball have, like, literally ghosted us after, you know, saying yes and taking payments.

So, yes, it happens. But we’ve been very, very lucky with our team of contractors that we work with. So, yeah, very grateful for that. It’s been I know because it’s it’s hard hiring.

I completely agree. Thank you. That’s very helpful.

You’re welcome. Kaye said I color code everything by team. I think it’s a matter of figuring out the presentation in a way that works for your brain. Exactly.

Like, do you approach your research? Like, I always would categorize it into different categories. I needed it in, like, a Google Doc format. It’s presented to the client and like a very beautiful PDF, but I needed it like that.

And that is exactly how I get it, which makes it so much easier. So you need to figure out, like, when you are working on a copy project, how do you approach your research? Do you start by, like, going through everything and but do you document everything? Like, where does where does that documentation happen?

And that is what you need someone to do for you when they’ve done all of the other parts of the research.

Okay, Hannah, I had a couple of questions around context for your, you know, what you said about, I feel like in order for this kind of file to sell really well. You need to, like, right fit target audience clients on the list. So when you said your, your current list is a mix of people in your target audience and copywriters who that wouldn’t get your service with this, but you can still sell to people in their target audience. Right?

And then you say they’re assuming your package. Correct?

So I’m just I’m just saying that, like, I haven’t done much of this kind of setting because I feel like my list is so It’s not such a big list, but it’s like mixed of I have some of the right fit lines in there and some not. So I would have to do you segment when you send out when you have Yes.

Yes. I would feel like when I’m going to send out this kind of, to do such a fun, I would have it first focus on growing. Like you said at the beginning, going to list with the right fit to help people on the list. Yeah. I would say that too, and I would also say that segment you’ll list right away. Like, if you’d know you have a mix of charter audience clients. I would, again, do not wait for when it reaches a decent number, segment them right now.

And let them know that, hey, you know, I if you are a whoever your target audience is, if you’re this, you know, and would like to know more about what I have coming up in twenty twenty four, like, right now. So, you know, just click here and my email automation would do the rest. That kind of thing, and then you just tag them. So you have that signal building away.

Then you can set up your sales sequence to go to that segment. Right.

Cool.

Katie had a question.

Sure. We’re a little over time, but if everyone’s cool with it, we can stick around and answer Katie’s question about creating a package. Go ahead.

Okay. So I think, like, this may be beyond the scope of this call. So feel free to, I’m like, I’ve got today to to work on this kind of thing, but, my current audience is like coaches, experts, course creators, and Through conversations with Joe about my Red thread, we had talked about, like, what I currently do being profitable signature offers, so a lot of for optimization, like core messaging and sales pages and and funnels, but wanting to create some IP that’s applicable to a broader audience potentially into ecomm I can like see all of the big picture of that, but just when I think about like a q one sales plan, I’m totally lost on what to sell to my existing audience now that also allows me to be like ticking the boxes on our you know, our, like, towards celebrity status, spreadsheet because it feels like I would have to be creating content for the business I have now and creating content for the future business, which I just don’t have capacity to do.

So I guess my question is like, do you have any tips on the packages to bridge that gap or like finding kind of the overlap in the Venn diagram between where we are now and where we’re, like, hoping to go in the in the context of this program.

Oh, oh, I think you’re muted.

You wanna you are sorry. You wanna start working with e commerce businesses on their the entire profitable offer suite. So their offers and then their sales copy on their emails. Is that right? And right now you’re working with coaches and course creators on a similar thing.

Yes.

So there’s your overlap. It’s the outcome. Right?

Like, it’s the Well, I guess it’s not my question.

I guess I’m like, do I because you work with course creators. Do you Like, if I want to go as big as this, like, if I wanna go as big as possible, is there space to do that in the coach’s course creators realm, or do you think that it’s easier to have a, like, bigger outcome from the bigger pie that is e commerce.

You are asking the wrong person because, like, I believe, yes, there is a lot of scope in the coaching and course creation industry.

It honestly, we could we should have this conversation in Slack as well, but the point is, like, I feel like there’s a lot of the coaching and course create create an industry. You don’t wanna just look at your marketing coaches. Right? You wanna look at beyond that like this. So much learning happening. There are courses for for equine business owners. There are courses for, you know, like, in all the finishes.

That’s one of the reasons why I, you know, never need to down per se to something like a specific as I write for female marketing coaches, you know, So Yeah.

So, yes, there is. Oh, is e commerce a more profitable, Leech?

Maybe, maybe not. Like, define profitable. Right? Right? Is it profitable for you? Is it profitable for, in terms of, like, the people who are hiring?

Like, what is yeah. I mean, like, for me, I feel like it’s very profitable.

Okay. And also from, Katie, the other deciding factor for personally for me is also the the stress level when working on a project. I find because I’ve worked with with EdTech, where you have, like, multiple state stakeholders. I have also worked with e commerce as well. So I I work a lot of e commerce intact.

Before I focused, kind of focused on the coaching industry.

I find that stress levels in this industry way less because they’re very fewer stakeholders in the project. Right? It’s usually the person behind the brand and maybe they’re OBM and maybe someone, you know, like, a CTO or a marketing person, but Yeah.

Yeah. Yeah. Probably it’s moved much faster.

Okay. Thank you. That’s all really good food for thought.

So I’ll be I’ll do in Slack on this as well. Yes.

Please. Please. I, you know, yeah.

Tag me and post it in Slack, and I’m, like, I love coming up with packet ideas. So, yeah, happy to help.

Christopher’s last question for the day, SLP, do you pay them? Have you ever yes. Yes.

Have created them myself and lately have had, like, our community concierge. I totally is transitioning into full time research right now. So she created all one of the SOPs for the person who will be coming into the community conflict role because she’s been doing all of it. Right?

Like, so, it just made sense for her to document everything. And she’s also documented. She used to do our comment content, support thing as well, like the blog post uploading and, you know, sending out the email you said, all of that. So she’s documented SOPs for for all of all of that.

So but the initial SOPs that I gave her were created by me. So when you do bring in someone, you could you can definitely have that conversation with them that, hey, I would love for you to document your workflow and your, you know, the whole process as you go along so that it becomes easier for us to know how things are going, and if there are any gaps, then we need to fill them. But, yes, you can do it both ways.

Both. Thank you.

Awesome. Everybody, great call. Great seeing y’all, and I will catch you inside.

Worksheet

 

Launching Productized Services

Launching Productized Services

Transcript

Alright.

Before we begin, these launches are not essential. You can sell your product services or your package offers without doing a launch launch. The idea, however, is that you do need to share them in some way. I call them launches because that’s, you know, that’s how I approach them, and that’s how we in the past sold, these packages, especially when they’ve been, you know, like brand new, or, when we know we would like to say see the next quarter booked out. So you would still see me doing that, a lot of times with the newer packages that we launch.

So getting straight to it. The first stop, this is the launch that I have probably used the most because this is really great for high ticket offers.

And it has natural urgency because with the high ticket offer, you generally put a cap on the number of spots because there’s only so many that you can take, or you can give them, like, an extended payment plan.

Something that we’ve done in the past is we’ve prebooked clients and each, like, given them, like, say, a six month or a nine month or even a twelve month period to use the package, which means they can book it, say, in January, they can keep paying for it over time. Let’s say they wanna launch in September. I’m talking about, like, the fully loaded course package. Right?

So we can if, you know, we can give them, like, an extended payment plan. So they they’re paying we’re getting paid in advance in any case. Before we even kick off the project. Right? So we they get, like, that extended payment plan as well. So I love limited urgency focused launches for obvious reasons.

But, yeah, it totally depends on what you want. So You can create urgency for your launch by using any of the following, offering a special payment plan. Like I just told you about limiting the number of spots because, you know, well, you have. It’s like a high touch service generally. And then making the package available only for a limited time. So when the fir when the very first time I launched, the fully loaded launch package.

It was not a high dynamic variety standard. Any one of you who’s watched my tutorial Tuesday knows exactly how much I charge for it. To begin with. It was what it included, you know, underpriced. However, let it also be known that it was my first time offering that package. I had never done something like that before. So I feel like there’s basically what Maikan and I thought was, like, let’s test the waters and see.

It obviously all sold out really, really fast. So that time, what we’ve done is we’d like kind of just post it on social, and I’ll talk about that in a bit too. But we’d limited the time that people could, you know, have for signing up for this. So you can, you know, create urgency in many different ways. You don’t always have to discount your package.

You can choose to combine two or even all of these to run an urgency focused launch.

So what are the copy assets that you need for this? Your opt in page, your sales page goes without saying you need thank you pages for both of these, but All of your smart people, you know that, emails, blog posts, and I’ll come to that in a bit, and then social media updates. If you’re using a shopping cart, for a prioritized service, you obviously need that too, for most of our packages. We do not use a shopping cart, especially for our high ticket packages.

So, basically, because we either, help, you know, let people pay over time so that, you know, if they wanna spread their payments out, or sometimes we need to customize it even further. So so there you go. But anyway, these are, like, the copy assets that you need, or you may wanna use. I hesitate from things absolutely be because sometimes you don’t need a blog post.

I’m just sharing everything that I’ve used in the past. So often, you wanna create a simple opt in form. This is not the opt in form we’ve used in the past. This is just an example of the opt in form we currently have on the site, but point is you wanna create a simple opt in form and to collect your leads, especially if you’re gonna be using blog posts that are specific or social media updates that are specific to your product type service.

A sales page. We’ve already talked about what a sales page could look like for a productized service in, one of the previous sessions. So, if you haven’t watched that, I would highly recommend watching it, but tweet as your sales pitch needs to let prospects know what it is, who’s it for, how can they, you know, use it, what the benefit in it for them? Why do they need it? And why do they need it now?

Because remember, this is an urgency focused launch.

And then let’s talk emails. So these are emails that we’ve, you know, used in the past, and have had really, really great results with for, especially even for, especially, not even for, especially for high ticket packages. So the teaser email is the email that kind of goes goes ahead of time, letting people know what’s coming up. It also gives people who are not interested in the package to opt out. The second is, of course, the launch email, which is, you know, like Gmail. It’s a plural sales email.

And then I have the four f emails. I love creating frameworks pretty much everything. It just makes it easier for me to remember what I’m supposed to be, right, writing in those emails. So first step is my fans and followers emails, which is essentially a social proof email, testimonials, social proof, for p, you know, from people who’ve used your services or if you’re, you know, it’s a tested out product type service who’ve used their service before.

The FAQ email, again, fairly standard. You wanted to move objections by answering their questions, and then they’ve got the future pacing email, which shows them what their life is gonna be or their business is gonna be once they worked with you. And then we’ve got the final countdown emails. So very, very standard emails, and there’s not, you know, like a lot of you don’t wanna get too complicated with them.

Couple emails that we’ve also occasionally used include the authority emails and then grab the bonus email, which are which is both great. Like, if you have authority content, or you’ve got you’re offering a bonus.

Again, something that we’ve also done with our packages in the past. For instance, like last year, I did a Flash sale spritzer package that sold out really fast. It was, you know, basically a package for writing emails a flash sale and the bonuses that I included were, social media blurbs, not full blown posts. No.

Social media posts and then blurbs and news, you know, to use in your newsletter or or even as short social media captions. So why did it include those bonuses because it was they were really easy to create. I’m writing the emails in any case. I can choose full social media copy from those emails itself.

And it kind of removes the hesitation and objection that our audience has, that my audience may have around the Flash sale emails. But, okay, I’m doing this Flash sale, how do I promote it? Well, I’ve got you covered.

So, yep, grab the bonus email. We’ll be one of those. Yep. Money.

Hi. Quick question for you. I’m, I’ve never done a lot before. So and I was asking about software and etcetera. So for somebody who’s, like, never gonna launch.

Where do you start? I guess that’s where maybe there’s more courses I should be taking back in copy school. But if you were like an absolute beginner because, I’ve never launched a package, I’ve Mhmm.

Where where is there, like, a good how to or checklist guide because I feel a little bit lost to be frank. When I I go through this, I’m like, oh my god. I have done none of these, and I don’t know where to go to get you know, frameworks or starting points.

So that’s and maybe I’m the only person in the room that has that, but that’s where That’s a really good question.

So for a launch like this, right? You could use you if you have an email list You could use your ESP for sending out the emails. It’s that simple. You don’t need any fancy software.

You can just use the email system you’re using to send out emails to your list. If you, let’s say, do not have an email list, you can use social media. I I know you started posting on LinkedIn and use your sync script. Traction with it as well.

I have a social only launch as well that I’ll share with you in just a bit that you can just use social media to sell your, you know, productize service.

For the sales page or the opt in page, all you need is basically like your website. Right? You can They got opt in page would be on our website. Our sales page is on our website. So as long as you have a website and ESP, or an email service provider, and like a social platform.

You’re good. And, of course, oh, wait. We accept payments from people. Honestly, like, Aleafia’s recommended, click funnels, click files is, it’s great.

But it’s okay.

Oh, okay. Has that even used click funnels. Yeah. I haven’t used click funnels personally, but I do have clients who’ve used click funnels. It offers way too much for what you all need to sell product. I service selling productized services is the lowest tech.

Kind of launch that you can never think of as long as, like I said, as long as you have a website, you have an ESP, and you have a social platform and a way to accept payments from people.

You’re golden.

It’s such a hackathon.

Well, because it’s interesting that you asked that question about click funnels because there’s go high level. And then there’s Exactly. Yep. And glow go high level, which is really interesting about it, allows you to like, as a full service with email, I think hosting.

Yeah.

I’m It said Quick address as I do.

Yeah.

Yeah. So it would be really interesting at what people thought about that as an option because it’s sort of like the all in one built in I don’t know how efficient it is to do these kind of email sequences, but if the software itself, is an all in one solution would be interesting.

Yeah. Funnel gorgeous. Katie said is another one. So quick funnels, funnel gorgeous, go high level, even kajabi for that matter. You know, they are all all in one solutions.

If that’s what your business needs, definitely look at them.

The re so what I would kind of caveat this with is the last thing you wanna do is over complicate your tech stack.

So you want your tech stack to be as simple and efficient for you to be able to use and lean on as your business grows. And also Also, where most importantly, you want your tech stack to make you feel comfortable and not intimidated.

The What I find that happens with a lot of our clients is, like, especially with things like kajabi or or click funnels, or even funnel gorgeous because I did have a plan who used funnel gorgeous is that they need to bring in someone to be able to set things up for them, to be able to, you know, do a lot off the back and work for them. If you’re cool with that, that’s great.

I personally like to know how my website works. So even if, say, our tech team, we both have a tech support person and a designer and a developer.

If they were to say be sick or unveiled, I can go in and really make sure everything’s running running smoothly, which is probably why we haven’t moved to all in one solution also is because Everything is speaks well to each other. Our website is on WordPress.

Our ESP can work our social platforms are obviously all sorted. So we didn’t really see the need for it. So definitely explore the solutions, but then make a decision that feels good and comfortable for you. Because, Do you need all of these to sell, you know, your your packages?

No. You don’t.

I’m proof of that. I have so many other, copywriters who who don’t use any of these. As long, like I said, you need your website. Yes.

You need your email service provider. Yes. Need a social platform. Yes. You need a way to accept payments.

Yes.

If your current tech stack is doing the job and you’re happy with it, that’s fine.

Katie, said, I use ConvertKit Squarespace and Triclip launches. There you go. Yeah. Triicot is what we use as shopping, car too. So one time payment and has an integrated app. Jessica Business Center once had system before software. Absolutely.

Absolutely.

Cool. That was a really, really great question you asked me. Thank you so much for asking. And, yep, Chris, you’re right. Click files is seen up as a bit. It is, you know, it’s got, it’s got, Russell Brunson behind it, who is the author of quick final, oh, sorry, expert secrets as well. He’s a smart marketer, but some of the things that they do don’t just sit right, with with McAfee personally, which is why we don’t use the calls for us.

Cool. Great discussion. Alright.

So, yes.

Moving on.

Quick notes about blog post authority content.

All of you here are supposed to be building a authority. How I was not supporting the, you know, when I was starting out was was with block posts, which is why I lean on them heavily I since have added a lot of other, elements to our authority plan, but block host is what I I still love a lot and use heavily for both launches or or for, sharing our services and all of that. See, again, you can choose which you wanna leverage to share your content, I choose walkways. You could choose a podcast. You could choose a YouTube channel. But point is you do need to build your authority.

Preferably on a platform that you also own because, yes, social is great.

That social is a fickle friend.

Social will change at the turn off a hat, and, you don’t want to put all your eggs in one social basket.

So which brings me to social media posts. I four sharing our services, our packages, you will find. I usually lean on the, what I call, the ABC firm framework. It just makes it very easy for me to create social content as well.

Katie, I think it asked me in the Slack group, how it creates social content I use, for me, it’s really simple. Authority but it’s called action kind of a thing. So authority is like blog post point of view. You’ll see a lot of my point of view posts on social, like takes and things like that, and also just, you know, value content, buzz posts are, you know, behind the scenes, T as opposed.

These are launch specific.

General assignment field updates that you about what you’re working on. Again, you’ll see a lot of these in the Instagram stories.

Call the action post for your, for your package or your productized service would be like, okay. Here’s what you’re gonna get. And then, you know, you also wanna do a few playout updates. Like, oh, I’ve sold these many spots, and I’ve only got one spot left. Again, you’ll see me me do a lot of this on on Instagram, which is the social platform of choice for me. Like, it is our main platform, then I’ve since added in LinkedIn.

And a little bit of Facebook and threads. But, yeah, Instagram and LinkedIn is pretty much where it’s at.

Now this is the list building Evergreen launch. This is like a lovely launch to give you more. If you have a service, productized service or a package that you sell as a subscription model.

So back in the day, we used to have a service, package service, project service called grab and go. Those were essentially done for you social media captions. I think they used to be oh gosh. I think they used to be, like, sixty of them that we used to do for a client.

They used to be custom creative for them, but we used to get them, like, all sixty. We were not responsible for posting them, but they would have, like, and they would not, like, templates or anything. They were, like, custom created social media updates that they could use to, you know, populate on the probably their social media feeds. It was a subscription based thing because it used to cover them for three months, if they were to post x number of times.

And that it so well. So for something like that, this was a a launch that worked really, really well.

So here’s what you need for this is, again, same assets just kind of slightly flipped over. So social media updates Facebook ads if you wanna run those, again, haven’t run those for our productized services, but feel free to do so. Which take people to the opt in page or the opt in content, which could be a blog post. You’re right, where they have the option of opting in.

And then when they opt in, your email sequence kicks in that sells them into your prioritized service. Which is the sales page.

Again, copy asset, social media updates, five to seven to kind of cycle through. Optent page and a raw content with content upgrades essentially means, they need to probably their email address to get some additional content or just to kind of, you know, know more about your service. You could just give it very clear and simple.

You know, sequence, obviously, sales page.

The emails, updates, and block content for this, like I said, are exactly the same as they were for the emergency launch. It’s just a different flow, and it’s on autopilot.

And you kind of just keep sending people to your opt in, and then getting them to sign up for your subscription based service.

This money is what I was talking about is the social only launch? This is how I launched our fully loaded launch. Happy package the first time ever. This is how I launch.

I’ve launched a lot of different packages since, something that you need to know about me is I am a huge believer in the launches of least resistance. I like to do something that feels easy to me is fast to execute and doesn’t take a ton of time. So this is one of those things. It’s a minimal effort, massive ROI launch.

It works for just about any kind of package or productized service.

It’s a good launch model to use when your email list is not too big. It’s tiny or maybe like a midsize list, but you do have an engaged social media presence.

So it’s also, like I said, ideal if you wanna be that has to package. Right? You don’t wanna create a full blown, like, all of the emails and social media copy and all of that before you launch it. So it’s a really, really great package to use.

You could use I’ve I’ve used Instagram for this. I’ve used Facebook for this. I haven’t used LinkedIn for this. So I will yeah.

But both Facebook and Instagram work really, really well for this. So, it can be both urgency driven or or Evergreen.

Cool. Copy assets. You need to focus and engage presence on one or two social network You need social media updates. Of course, it’s a social only launch.

You need your sales page. Again, caveat, you don’t need a design sales page. It could be a Google doc sales page. I’ve shared a Google doc sales page a previous call with you.

Again, low tech, very, you know, easy to pull together. So that, and then you know, here’s how you wanna kind of plan it out.

You wanna start at least two weeks before you wanna start selling. Your package. So why? Because, again, like I said, social is can be a fickle friend.

So not everyone’s gonna see your updates And when you post them and not everyone will see all updates either. Right? So give yourself some time to kind of I keep two weeks. You may wanna test out a short appear, but two weeks is what’s worked for for both for us.

You need to have multiple updates, and you’re hoping to have multiple types of updates again, photos, texts, videos of your overlap. And again, the three ABC goals, you want authority, buzz call it action. Once you again created those updates, give yourself two weeks to share those updates.

Share them on platforms of your choice. And like I said, I repurpose and repurpose both stuff all the time. I highly recommend. So just kind of adapt them to suit the platform of your choice.

How you wanna split it is week one is authority and buzz. Right? Because you’re sharing, why are you the best person for this package? What’s your point of view?

How is your process different? What kind of proof do you have? All of those things? What’s happening?

How are you working on restructuring this, etcetera, etcetera. Right? And then you start showing up at the peak because it’s, you know, you built thirty posts tend to build a large engagement as well. So do buzz posts.

That’s the whole idea here.

We do is a combination of buzz and call it action. So you still continue with updates on, you know, social proof and what’s, you know, your own excitement around the the package of secrets and tips and all of those things. And the last half is going to be all about a push to sales. So three to five days.

So if you’ll have, like, a five day week, gotta keep day one and two for buzz, you know, if this is coming, keep them your eye open to this. It’s gonna have, like, I’m gonna have only three spots, etcetera, my past clients have shown. Obviously, you don’t wanna lie. If past clients have shown interest, you wanna kind of talk about that.

If they haven’t, then, you know, you wanna say I’m gonna be limiting spots because it’s gonna be very, you know, high touch, etcetera. And then the last half is gonna be called the action to push sales. If you’re using the sales page, all the action updates will include the link to the sales page, whether it’s a Google Doc or a new website. If you’re not using a sales page, again, you don’t need one for this.

You can ask them to message you or comment on your post, and then you can, like they say, take it to the DMs.

For most of these productized services or packages, the card open duration is around three to five days.

Caliet, as always, depending on your audience, your niche, the service that you’re actually offering all of those things. So just kind of keep that in mind. You know your audience and your business best. You can always put your specific business and productized service ID. You can always lean on us in CSP to kind of say, okay. I’m thinking five days, but I feel like my audience may need more time to decide What should I do? And then, yep, happy to lay in.

If you keep keep the card open for three to five days off for your package, This may seem a bit excessive to y’all. I would recommend, though, share a call to action update during the current twice or even twice a day at different times. Your audience knows you’re in launch mode.

People totally understand and respect that. Let them know that you’re letting them you’ll be letting them know that before, you know, during the authority building phase as well. And again, remember, not everyone is gonna see all your updates.

Not everyone is gonna see all the updates. So they’re not gonna it’s just the nature of the game. So it’s okay. I know you may feel like, I’m posting too much.

Trust me a lot. So just enjoy enjoy the process here.

So I want you to keep some of the teams in mind during the social media launch, you wanna encourage people to comment and our message you to engage with you. You wanna be responsive to those comments and likes, like and reply. Always, this you should be doing in any case, but especially during the launch.

Please create your updates in advance. However, be prepared to do a few on the fly updates as well. For instance, you had someone snap up a package. Right? That isn’t on the fly. I think. You may, someone who signed up, you know, gives you permission to share that they’ve signed up to work with you.

There’s an update, or it could just be, you know, yeah, you know, this is me having a good time while my service launch is going on.

Some of those on the fly updates are great from behind the scenes and also for for social proof and credibility.

How do you decide which one’s perfect for you? Depends on your season of life. I’m a huge believer in that. Your productized service positioning and your own secret superpowers. And what do I mean? Season of Life?

You need to think about do you have a lot going on? Is it relaxed with, you know, more manageable responsibilities on the client and family fronts?

Or is it a really busy season right now? Do you have a lot on your plate? Your season like is super important to take into account when you’re creating a launch time, not just for this, but for anything that you may be launching in the future, whether it’s your workshops, whether it’s your course, whether, you know, anything.

So there’s no fun in launching while you’re feeling kind of stressed out and exhausted or overwhelmed.

And again, after working on, countable number of launches, there is no right or wrong way to launch. You don’t even have to make a big sum and dance about launching this. You would just do an under the radar launch, aft and plenty of those as well. But point is you do need to share your productized service or package when you have it ready with the people who may be the best fit for it.

Offer positioning is your package exclusive and high ticket urgency launch, maybe the best option. Is it a subscription based service? Like I said, you know, it may be do a social only blast or do an evergreen for it. Is it a starter package?

Like an audit? Great. Put it on Evergreen. You can mix and match things. You can create your own hybrid version of it.

But keeping your positioning in mind can help you create a launch plan that gives it the greatest chance of succeeding.

And then your own secret super powers. This is really important. Now if you don’t enjoy social, don’t do a social on your launch. Like, in our business, Mike and I, Bank wouldn’t even have a Facebook account if it weren’t for the business.

I mean, he’s not a social person. Social media person. He’s a social person. He’s not a social media person.

At all. I, on the other hand, can live and breathe social media all day long. I love it. It’s a happy place.

So for me to do a social and relaunch, when we first launched started doing our prototype services and packages made complete sense because I thrive on it.

For you, maybe using your email list may be a good idea. So maybe go and agree with your packages, or maybe you’re really great at outreach and writing, you know, emails to connect with as clients or pitch the core pitches. I think Oh, it feels great at that. Right? So leverage that point is create you could create your own hybrid launch model, right, just decide what works best for you, but decide as soon as you create your package and decide right now because overthinking your launch isn’t going to do you any favors. Alright. That’s it for me.

Let’s just chat.

Can I can I ask a question about the timeline of the urgency launch? And specifically, like, you mentioned the blog post of the authority content, and then the opt in How far in advance would you share that blog post and often before you went into your urgency or your email sequence?

Yeah. For the urgency launch, what I would do is I would write in a blog post.

I would keep like a let me just pour some water for myself.

I would keep, like, a four week period, essentially. I would write my blog post, send it out to the email list, send out shared on social, get some people signing up for, you know, the, like, an interest list of things, and then keep my usual three to five day card open period. This isn’t an ideal situation, Katie.

Sometimes And this is more probably me. You may be better at this than I am. I sometimes get a great idea. Discussed it tonight, he’s, like, on board with it. And then I decide that we need to launch it. So so I write up a quick Google Doc Saleslate. I literally did this today.

I write up a good quick Google Doc Saleslate, and then what I do is I will keep, like, earmarked a five day period to start talking about it on social. So my social launches are all urgency for the launches.

But if you have the time, I would say, kind of be smart about it.

Like, do your blog post first week of the month, do your blog post and let you email us get people talking about it week, you know, use week two for your the authority of the buzz updates. And week three, you could use for, you know, your buzz and call to action updates. That’s how it would be like a smarter way. To do it. But again, if you let me have lots of great ideas, I wanna test them out, do a social only low lift launch.

And when you have to often sorry, friend. When you have that often, are you are you having, I mean, generally? Are you having people opt in for a freebie or for to hear more about the offer that you’ve teased in the blog post?

Both.

Both.

I, for instance, I share let me actually show you this in.

An option. So before I launched ready to sell, Right?

I had a blog post that was all about selling evergreen courses.

And it’s like a fairly detailed post.

You’ll see this this often right here is not for ASL, but earlier, this often was for, if you’d need my help to write your evergreen funnel, get on our wait list for when I open up, you know, the I have the excitingly evergreen package, so it was for that. So I used to do specific freebies. Like I shared with you earlier, it just became very confusing. And then those rebies would not be updated, and I would be like, all like, you know, I don’t have the time to kind of work on them.

So I just went with this. It’s been working. So I guess, plus, you know what, I realized, like, people who opt in without getting a freebie are actually genuinely interested in learning about your sources. So or your program.

So, yeah.

Thanks. That’s really helpful.

You’re welcome. Abby, I know you asked the same thing. What are they opting in for? You could give them a specific you know, and offer specific opt in.

Like, for instance, let’s say you are you have the day when evergreen thing. Right? Like, so you could give them, like, say, hey, here’s how you could do an audit. To see if your offer is ready to go Evergreen from day one.

That could be your freebie, but, personally, I don’t they just opt in to be the first to know when I have availability.

So, yeah.

Any other questions about launching your productized services and packages about structuring them, anything else?

I I have another question if nobody else wants to go.

I would love to know, like, how do you decide what, what becomes a productized service versus what is just your bespoke packages. Like, for example, fully loaded launch, you know, how do you reconcile doing like a custom launch strategy for people versus them buying fully loaded launch and having that kind of set menu. Okay. Good.

Good. Good question. Alright.

So For me, essentially, it is about solving a problem for applying.

Like, what would be What would make it an easy yes for them?

Like I just shared with you, I’m, like, literally right now about to beat a test new package for our existing clients who want more from us. So I will keep you posted with how that goes, but essentially we look at what what are people? What do people need the most? What does our audience need the most?

Can we give it to them in a way that’s effective and efficient for us? Is the last thing you wanna do? It’s like, let yes. We can give them the world on a pattern but is that sensible?

No. Right? So how can we do that? And once we kind of figure that out, that’s when something becomes a prioritized service.

Going back, for instance, I used to have an affiliate swipe copy package. Again, it was because, you know, I had a lot of people approaching me like, hey, have dig I have a digital product. This is gonna, again, we were working, as social media managers and content creators essentially. Right?

So we had like a lot of our clients were bloggers, and all of them had, like, ebooks and, you know, like, digital products, workbooks, and things like that that they that affiliates were selling for them. So we had an affiliate swipe copy package for them that would give them, like, say, for affiliate emails, it would give the their affiliates, it would, it would to use a swipe copy, for selling their products.

And from those emails, it became easy for me to pull social media updates.

So I did that. And then What I did was, which was like a one time thing was create, a PDF with, you know, fifteen different ways to promote so and so is a affiliate product. So, basically, those ideas were transferable because the audiences, like, our clients essentially all had, like, nine dollar, nineteen dollar, twenty nine dollar ebooks. So it was easy.

So, essentially, what how we approach this is What’s the problem we’ll be solving for our clients? And how can we do it in a way that’s effective and efficient for us? Because, again, we wanna stick to our our internal hourly rate. Yeah.

Does that help? Cool.

Monique, what courses in copy school are the best to watch, for prioritized services?

I think that’s more, a free Yeah.

I’ll I’ll elaborate on that because I, I feel like I’m going cold into the launch of, like, creating a and I had on Slack, which I saw thank you for your comment about workshop versus productized service.

And have two different types of services or products in mind.

A little bit about, like, where do you prioritize which one first? Because when you’re starting to in that early stage to do both, it’s a question of prioritizing one over the other. And I was just curious if there’s something that you know, as a how to walk me through a guide if there was something that I just missed in Copy school that I could go refer to.

I think.

So what you would need help with is Looking at what to launch or how to launch? What would be most helpful for you?

Well, both actually went to launch, like, in what stage and what order to go for a productized service versus going at it from a workshop perspective. So what was yeah.

I feel like, you know, I feel like what Joe’s doing in freelancing school would probably be a better fit for this. I haven’t had a chance to watch the what rise, sessions, but I believe he did some sessions on as part of master of product type services. I think that would be a better place to start, but I’d like the group weigh in on this, like, for those of you who’ve seen this or who are, you know, who’ve seen freelancing school because I think all of you have access to it as well. Right?

I haven’t been into freelancing school, but it sounds like in terms of developing product based services that rise recent sessions would be the best fit and then ten x launches, I think, is still available. And, Mike, if you’re looking for, like, an overview of, like, what launch emails to send to different phases or, you know, like, I think that’s probably your best bet.

Okay. Yeah. Great.

Perfect.

And you have questions on the blog, Printa’s own resources are amazing. So go on Printa’s blog, and check out your content.

I love that. I haven’t been here in your blog.

Oh, thank you. Yeah. No. I’m a big blog person.

So, alright. Any other questions?

Jessica, read everything Thank you. Okay. All of you. This is very nice. Thank you.

I’m glad I asked the question.

Perfect.

Okay. Cool. Anyone else got a prioritized service idea? You wanna run past me or a question about launching one. Go ahead. You have time.

Hi. I’m gonna offer some a question and maybe it’s an observation at the same time. On LinkedIn, has anybody turned on their product services, feature, and I don’t know how many are you aware of it, like, have you had anything come through it?

Is it I have like What what, you know, what are you getting value from that?

I know there’s a lot of hidden features on LinkedIn in a way if you don’t know about you don’t know to use them.

Any questions about that would be your answers to that would be insights talking about that that view by store button.

Are you talking about that one?

Yeah. Like, all you profile, it can say right under your, in the head in the header section. I will call it up front before a vote.

That’s the number for You want me?

Yeah. That’s available for premium users.

Yeah. I have that access. Yeah.

So it’s just the the first. So it changed recently, like, I think two months ago. So first, there was a custom link where you had to go on your and someone have to click customer link, but now that the button has, now that they have the button, so you post anything and then anyone reading your post can see that button so they can go directly to that click your website or there are only three options or blog portfolio website and store is here. Okay.

And have you found that anything has come of that? You know, just out of curiosity? Is it is it actually a pathway that should be considered.

Going to ask that to pre prenup because last time she taught the application funnel and the product has launched. I did I didn’t write my sales stage, and I I never knew that there’s something associated with me, but I guess I didn’t don’t do a cart open cart close to it. But I think I wrote, like, ten days ago, and then I’d be promoting it. And I’ve got like three times the amount of sales calls I usually get from midterms.

I don’t think. About seven days ago, I had no clients, no goals. When I backed up the new year. And then some because when people check my call emails, they go to my LinkedIn and then I don’t know if it’s exactly this button, but the sales page, Google Docsales page.

It did work, but have this one question regarding that that, the current launch package, it’s like I’m doing two offers. One is not not available to people like on on the sale space, which is they pay upfront and then they pay a small amount upfront and then it’s performance based. Have you go to the hot seat section, Ryan Shane had been shamed here at his business model. So it’s really curious to try that since I don’t have those many case studies.

So and it did work really well because I got like two really Really big names would would have ever said yes. Without that, one is Dave Sharp and second Jira got stuck if anyone is familiar.

So they replied to that saying that mister Smith.

But I’m curious that if, like, you share your your high ticket packages on the law firm’s sales page or you get them to a call.

Because Oh, gosh. I don’t know if on the sales page, people are resistant.

Okay.

Yeah. For me, okay. I’m sorry. I I interrupted you. How you feel, but, yeah, for me and, those are, like, Jessica and Katie, and Abby, if you’ve seen the site, you would know that I do share our pricing on the sales. But for me, it’s very important to not get on a call and have people get or shock.

So it’s not a good use of their time or mine for that matter. So, so, yeah, I’m, again, always, we’ve always always, even when we do not have high ticket packages or news, but, always had our pricing on the sales, which just kind of makes our life so much simpler. But I’m sure there is, like, again, a case to be made. So you gotta test it out for yourself. You’ve noticed that people are getting on calls and saying yes to you, so I haven’t stick know, you’re not keeping it off the sales very quick. Whatever was for you.

Yeah.

I love that.

I just looked at your And I saw that you put on store and you put a Google Doc.

That’s I hadn’t seen that. Did anyone do that? Honestly, it’s more the product I or the product services. So good for you. That’s really great idea.

I guess you can’t tell how many people are clicking on that.

Yeah. Yeah. That that’s the thing.

You can’t tell the clicks, a, I’ve put a little video so so that I’ve hacked, like, okay, how many people are seeing the Oh, as you mentioned.

Nice. Nice idea.

How many people are clicking? But here’s the question. So people who are only booking the calls are being nurtured via the DMs. And then someone said that you should, like, if it’s this high ticket, you should not reveal the price. I would really like to know, like, how do you approach it? Because in the launch space, some people are saying that or like fifteen k for now, the economy is really downturn and nobody wants to see that unless they’re getting coached on a sales call.

To to really justify the price point. Like, what I would just like to have a conversation about that. What are your thoughts?

I love for the group to kinda weigh in. My thoughts are very straightforward on this.

I’ve closed packages, upwards of fifty k, even a even a hundred k, with a proposal and not a sales call. Like, I mean, I’m just, like, people have come in knowing that, okay, yes, I wouldn’t call it a sales call. It’s more like a, you know, like a what I call our our copy chat where I go in, ask about their the project scope, So so when we sign our hundred k copy project, and then after that, I did another one for eighty k, it was exactly like that. Like, I went in, got the scope, let them know that, you know, they’d come in knowing, you know, what our where our pricing starts.

And also, like, say, the fully they their scope, I had to create proposal to them because their scope was so big that I needed to create proposal. Otherwise, if I can avoid it, I will avoid creating a proposal.

But in both cases, none of the clients had any you know, like, oh, so your sales pitch is like how much? There’s no there was no none of that, you know, because they knew, you know, what we charge. They so that is my argument. Again, very, very important for something to you, and I think everybody know is that you will always find people making an argument for and against something in business, and that’s probably why they fall, you know, you can call them best practices.

Like, people say, oh, the best practice is to do this, but the point is we can make those best practices better for us. So how do you do that? You do that. I’ve seen what works well for you.

For me, it doesn’t And I also tried, like, for my company, for us, it’s very important to build a business that aligned with our values for us financial stewardship and transparency. Super important. So which is why we’ve never charged interest for payment plans, but then something that people always say you should do is like, oh, you know, you’re giving a payment plan for your program, admin costs. So you need to try or The worst is PayPal fees.

You need to bill your client for PayPal fees. Like, your service fees needs to do, like, kind of, that’s Those are the things that I have very, you know, like my hot takes on. But point is it’s not the only way to do something. It’s not this is just what’s working for us.

So I’d love for the group to weigh, and I’m gonna shut up right now.

Yeah. I just wanted to add, I think, as well, when working with coaches, it’s just it’s like about getting in front of the ones that see fifteen k, like, the way that we see, like, a hundred and fifty dollars.

Like not everyone’s gonna see that. I’d be like, whoa, like, if they’re making, like, hundreds of thousands of dollars a month, then it’s like, they’ll see that. I’m gonna be like, oh, cool. So, yeah, I think it’s it’s just getting in front of those people. Like, I’m only just starting to, like, comprehend, like, how much money like some business owners have and yeah.

Yeah. Yeah. Absolutely. Absolutely.

You’re welcome.

Also, ultimately sharing prices.

I’ve like, I’ve talked to clients about how if you have a lot of time and you like getting on calls, like sure test out not sharing the price. But if you, like, friend, I was saying, like, if you more value only speaking to qualified people, then at least having, starting from, like, bracket or something on your site is probably a good idea. Think, like, when I was saying, like, it really comes down to which do you prioritize, like, volume of people that you’re gonna speak to, and then maybe even if they do have a sticker shock, you, like, downsell them into a day rate, or are you really only looking to get on the on a call with, like, people who are prequalified for that specific offer?

Yeah. I just I added a link. I found this, download on the upside.

Definitely check it out. It is probably the only resource to date, and I’d love to know if it helps anybody in Slack. Let me know that it opened my eyes to some of the language to use, as well as the starting point, you know, where what what was a big aha for me is under your services, definitely say starting at you know, let’s say it’s a pack of ten thousand dollars because then to your point, you don’t limit yourself on the upper end because you can scope out the upper end.

But it is anyone who can’t even come close to the ten thousand, let’s say, you weeded them out, and it’s a way of qualifying them. And so I thought it was a really powerful language, that I haven’t seen in many places, but, you know, I I think we saw that who did it recently in the group?

Stacy did it, right, where she had her own you know, buy now link to cart package, which was fantastic. So I I it take a look at it. If anyone comes across anything better than this pricing book, as a tool, please let me know because I’m kind of devouring all these ways of sharing your your fee without having to be selling your self and not in regard.

Perfect. Thank you so much, honey. Awesome. Great. Cool. Last minute questions folks, or do you wanna wrap up?

Can I ask a quick question? Yeah. It’s it’s co quite a nosy one. It’s harder.

So, I follow you with the owner console answer on it, but I’m I’m really curious, like, how many of the fully loaded loaded launch, you sell like a month, and, I would love to know, like, how much time it takes you to Yeah.

Yeah. No. Absolutely.

How many of those do we make So full disclosure, Abby, like, right now, we’re at a stage where most of this fully loaded launch copy packages get expanded.

So they usually include way more emails than what’s on the page right there.

Sometimes they include other collateral, as well, including webinar scripts that are right or create, you know, student onboarding sequences and things like that. So when it is, And because it’s me doing all the writing of the copy, if it gets expanded into something like that, then it usually means I do one of those a month and then book the rest for the rest, you know, rest of the year. Though, and that but I still take on, like, you know, smaller projects, like, say, okay, a short email sequence and to say that because, again, I write really fast.

That’s the others think is I I feel like I, you know, it it’s it’s just fast for me to write. So, So that that helps for sure. How much time does it take? I will I actually, you know, will have hard numbers for you. I tracked all my time, but for maybe an idea. Hang on.

Like, I have, like, show to give you context.

I have the screenshot handy so I’ll share that with you. But Queen is, I we try and keep our hours to, you know, below or around this number for the year. So this is twenty twenty two.

Hang on. Let me Yeah. This is this is twenty twenty two. I also have the numbers for twenty twenty three.

How much time does it take? It’s hard. It’s actually hard for me to say. For instance, twenty twenty two is, I think when we did the hundred k package, which is May and June.

So that, basically, I think, took me this is where it was, but I was also working on other other projects at the time.

I can look up my last, you know, fully loaded copy package numbers and share that with you, but it generally would Katie, I use to follow. I have been using to follow for years, t o g g l. You know what? It’s free.

And it’s amazing.

And I track literally everything I do like from If I’m in Slack chatting with you all, I will track that.

And same with our clients. So for client work, I try calls. I tracked the writing. I tracked the edits. I tracked the communication. I have with them in their Slack. I tracked them or in the Asana or in my Notion workspace or any email.

I track edits, So when I look at the number, it gives me everything.

So, Abby, all of this to say, I can review my toggle stats for the last couple of fully loaded launch copy packages and come back to you, but it generally tends to vary depending on the scope.

Yeah. I mean, I would I would love to look at it if it’s not too much. How soon to share it?

Thank you. Abs absolutely cool with it. So yeah.

I love this idea because I think it’s the starting stats. Like what, you know, for me in particular, I’m like, what success look like out the door? And I know that’s a part of, you know, setting a vision for your business, but also the metrics. And sometimes it’s a little bit like, are you following your like, number of followers on LinkedIn that, you know, then it’s the conversions on the conversations, but it’s the the number of potential KPIs you can have starting out is bewildering and you can almost overemphasize, let’s call social media stats. In some ways, and then that’s where your time goes. But it’s almost like, how do you break down what the most critical stats are for starting out product high service. What’s realistic?

What’s a really great ballpark average? Because I think you can fluctuate between doing a, you know, low end.

Maybe a higher sell or reach, or you can do high end ticket, but it’s sort of like the mix of what, you know, maybe you’ve gone through of okay. Here’s just the baseline. If you can achieve something to this effect over x number of months, These are the metrics that will really help you because I feel that’s what I need. I I work well off of metrics and goals, and I just don’t even know where to start, to be honest.

Yeah. Really important fee. I I’m the same, Monique. I I work well on goals, like tangible metrics and goals. So I would say, you know, you need to kinda figure out what’s most important, for you, for us, it is that number.

It’s, yes, for me, revenue is, like, I love looking at, okay, and gamifying the system and, like, oh, you know, just kind of enjoying the game of entrepreneurship, but so I love the revenue number, but, for us more importantly, it’s also the number of hours work and the kind of work we’re doing.

So, why? Because we have both of us deal, my husband and I do chronic illnesses. When we started our business, our daughter was a toddler, so spending time with her was super important for us and being there for her and just sting her grow up. And, like, she’s sixteen.

She’s gonna be sixteen in March, but it still doesn’t stop. Right? Like, for instance, in March, we’re taking off to you know, taking her to Singapore to see Taylor’s veteran concert. So for us looking at the number of, hours that we spend in our business and the kind of life that we are building for ourselves is what defines success for us because just chasing a constantly moving goal post when it comes to revenue or social media numbers, like you said.

You know? Yeah. It’s easy to just get distracted from the big picture.

So Yeah. I feel like that’s probably where I’m stuck right now, if I’m being very transparent, it’s like that balance between time doing, building authority because, you know, in our authority plans, it’s the book, it’s the the podcast, it’s the newsletter, and I I’m like, oh my god, it’s building all that, and it’s not even the actual business development and the launching of a product.

And If I’m being really clear because I think that’s the whole vulnerability aspect of being in a mastermind is that it’s overwhelming right now. So I don’t know if anyone else is feeling that, but I thought I’d share it.

Sure. You know, like, I think Katie had shared something similar in Slack. You know, I think last month or so, you know, where you’re, Okay. As I have the limit authority, but then how do I also get money into the store, which is a very, very real concern. So thank you for for sharing this. And this is definitely something you could consider chatting about on on a hot seat and, you know, getting more insight there.

Yeah. Yeah. Sometimes it’s I don’t know how to present it, I guess, is the thing when you’re in a hot seat. It’s sort of like you feel like you need to have copy as opposed to or something to react to, not a necessarily a mindset thing. And I I guess when it comes to mind, that’s Well, I mean, hey, I’m open to it. I’m open to it for sure as if I wanna if I wanna be the the case study on it.

Yeah.

Yeah. Yeah. No. I think, mindset is definitely, definitely qualifies for for a hot seat. So you should definitely, you know, volunteer for one. That’s, you know, that’s the whole purpose of being in this room.

Now that I have everything in my calendar, and I’ll say that that was don’t know how I missed some things, but I honestly anyhow. Long story. Cool. Check issues.

Awesome.

I asked one last question, though.

If anyone if anyone else hearing and seeing all these creator opportunities come out like Justin Welsh, so there’s a whole bunch of these courses. There’s the upside that people are sharing with me.

There’s another one Donald Miller, like all these you know, essentially, there are the programs that are kind of said to have answered the the questions and the challenges I’m having. And and I’m wondering whether I should be taking any of them, but I don’t know. Like, you can sign up for endless courses. And I guess any thoughts on that?

Yeah. You need to see what you would will those courses give you what you need? If you can decide that on your first second to agree of a sales page, then it probably not the right thing for you. One of the, you know, I don’t know if this would help, Monique, but one of the things that, you know, Mike and I did way back, we, you know, we need to probably go back to it now because but when we were probably at, I would say, at the stage that you are at right now, what we did was we made a commitment to at least finish a course and get the most get what we wanted out of it before signing up for something else.

Because, again, it kind of tied back to the fact that we had limited energy, limited capacity, limited time because you’re also running a business with it. So signing up for a course is the easy thing going through and doing the work is where you wanna see. Okay. Do I really have the time, mental energy, focus, capacity to be able to take on implementing what, say, Justin Welch or a Donald Miller would teach you.

And if so, what would that look like?

So right now, we we don’t do that as religiously, but then that we all set a very different stage. Of life and business both. So it’s kind of, you know, it’s I would say it’s okay.

But point is, it’s tempting to sign up because it feels like the course would be the band aid or the quick fire solution to the problem, and you still label it. Right? But the fact is that you are You already have access to a lot of the courses that you need and the community and the training.

Mhmm.

What is it that you’re hoping to get from those courses that you’re not getting here and how can we kind of fill that gap?

Yeah. I think that’s a great point. Like, for me when I looked at the upside, it’s like step by step. It’s sort of the for me, it’s and maybe I’ve just missed some aspects of some of the courses along the way in in our our community that I’m just need needing to to get that.

And maybe maybe if there’s anyone in the coaching side that can say, hey, these courses, Munich, you have to take that maybe I haven’t seen or taken. That would be helpful. I just don’t know. Sometimes you just don’t know what you don’t know.

And when you’re driving the yeah.

It seems like a lot.

Personally, Monique, I’ve taken the Justin Washes courses and a couple of other ones.

But I can tell you that there’s nothing new, and most of them are pretty outdated.

It’s stuff that you use to work and now everybody’s doing So it’s, basically, it’s seen as a bit of, like, yeah, pushy, like, even the, like, the LinkedIn stuff and Justin Wiresh, basically, all he’s doing is looking at what tweets work, creating templates out of those tweets, systematizing them, and then basically every day sitting down and doing. Okay. Today, you want to write about this. I’m gonna freeze it this way, changing the words. So it’s kind of like a mechanical thing, a repeatable thing, but you can learn all of that for free. Just reading stuff that these creators write on social media or on their blogs, I think.

Yeah. Okay. Okay.

Okay.

Cool. I wanna chat everybody.

Thank you so much.

Thank you.

Worksheet

 

4x Your Course Sales with A Relationship Focused Waitlist Strategy

4x Your Course Sales with a Relationship Focused Waitlist Strategy

Transcript

Alright. Over the next training minutes, my goal is to help you create a waitlist page, like, understand the secret to creating a weightless page that attracts you perfect student.

This is personally, this is a strategy that I’ve tested out extensively for our clients, with waitlists. And, of course, then the kind of emails to send to those waitlists, and then, you know, what kind of copy to include on those emails. I’ll also walk you through a quick recipe for, for one of those kind of emails. We will try and see how much you can done in twenty minutes. That would be fun.

Okay. So the to create a wait list page, and I know all of you should have worksheets with this.

Apparently, should I come through to the worksheets? I don’t know. You’ll complete you should complete the after the session. In this case, I would want you to complete them after the session.

And feel free to to tag me if you have questions if you’re working on a wait list, project for a client or for yourself, I would love to see what you come up with, and I would love to get feedback on that, as well. So even after the session, feel free to ping me, in Slack, tag me, and all of that. Alright. The SMS recipe is essentially what kind of goes against the grain when it comes to weightless pages.

Most ways wake us pages that I saw, and this is the niches that I run images essentially, coaches, course creators, authors, and membership side owners. Like, these are the four type of audiences, like that across different niches that I’ve written weightless pages for. And when I was doing my research, what I found was weightless pages were either essentially placeholders or like often pages, you know, like really short name, email address. I have to be the first to know when my book releases those kind of pages, and that’s Probably that’s great that works well for them.

I don’t know. I haven’t, you know, I don’t have the data on that. But what we realized is that if we are running ads to a waitlist page or even from social media organically sending people to a waitlist page. Our goal is that it needs to speak to the ideal student or the ideal reader and it needs to move them from unaware or maybe brand aware to most aware with intent to buy.

There is no point in putting up a way to this page when your highest conversions don’t end up coming from there. So for me, that was the goal going in, and this was the that I kinda came up with was that it needs to speak to our ideal students. So we need to structure it in a way that has their struggles. It’s obviously based on voice customer, it has social proof, it has all of the conversion mechanisms that we would use in a in a regular sales page.

Right? And it needs to move them from unaware to most aware, and then sell them on the signing up to the wait list. So we need to kind of make it worked there a while to sign up to the wait list, and that is where, you know, the next part of the training, which is, you know, the emails come in. You can sell them on signing up to the wait list by, yes, incentivizing them, letting them know, hey, you’ll get the lowest price.

But what if, and wonderful client comes to you and says, okay, I do not want to give a discount.

Right? So because that has happened with me where I’ve had clients and, you know, I authors, especially say, you know, yeah, we can give, like, I don’t wanna we’re not gonna give, like, a discount in the book. DLMS for, like, say, ten books or something like that. But, or I’m not gonna discount the course.

So your wait list page needs to incentivize people to sign up to the wait list because they will be viewing from you regularly, and that is where the emails kick in.

One of the things that I want you to know is that waiters pages don’t have to be long form sales pages.

They’re not, you know, they’re not going to be like eight thousand, thirteen thousand word sales pages. They are going to be shorter than that. Think of them as somewhere, but we, long form opt in page and a short sales page.

What I look at is essentially this, is it’s speaking to the ideal student are we using voice of customer to guide the structure of the page talking about what they will get? Is it moving them from most aware, which means that I need to have, most unaware, like, from unaware to most aware, which means I need to have a bio section and social proof as well. Right? I need to have credibility markers in there. And then is it incentivizing them? Is it selling them on signing up to the wait list? As long as it’s taking all of those wear golden, which is why I don’t have a rinsing repeat kind of a framework.

For this, but these are the three things that I look for. Is it doesn’t speak to a writing student? Is it moving them across the stages of awareness?

And is it selling them on signing up to the wait list?

Once they sign up to the wait list, the emails kick in.

You can complete, like okay. Then test it for yourself, but I have multiple times just use the emails that people will be getting as the incentive for signing up to the wait list.

Why? Because there are two kinds of emails that you wanna send.

This one is the one that people love the most. These are the ones that tend to do really, really well. And again, continuing to move our reader across the stages of awareness and getting them really excited about what’s coming there next. Behind the scenes, they come along for the right email is what I call this.

This is like a friendly introduction. You know, you and then you segue into the right behind launching or creating what course, the bug, whatever. So behind the scenes, the previews, any frustrations, you know, bloopers, highlight reels, a lesson or a chapter, those work really, really well. They’re really easy to write as well.

Especially when you’re writing them for clients, you know, then it makes it really easy to do that, because you would wanna work with them closely for this, but it pretty much on, like, a weekly basis. And and so you would meet with them. You would get to know what’s going on with the launch and then basis that, you know, you would wanna write. The email for them.

The second one is something that you could kind of, you know, almost use what I call my not yet for sales newsletters. For this, this is the TGI Fridays recipe. I don’t know how many of you remember TGI Fridays. I’m like totally dating myself here, but basically, the Fridays here Yeah.

At the FBRs or Fridays where you could send out an email any day of the week. Essentially, you’re sending out one email a week here.

And this works really well for evergreen funnels.

This is also the email that kind of inspired to nurture yourselves newsletter.

I would call it almost a package that I’ve, you know, clients have really, really loved and seen great results with. So with the TGI Friday’s recipe, essentially, you’re sending out a weekly email to the list, letting them know, you know, it could be an idea. It could be, again, it could be something behind the scenes as well, but point is with come along for the right email.

These could just be, you know, you could, like, if you if the wait list is, like, a few months long, This could just be a monthly email. This does not have to be a weekly email. When the wage period isn’t that long, It’s almost like a pre launch thing, which is when these work way better.

For this email, what I find invited why I kind of enjoy writing this email more is because I can write this ahead of time, and I don’t have to do, like, weekly calls. We’re applying to find out what’s going on behind the scenes or, you know, what’s the latest with the, you know, what’s happening with the course prep and and all of that. Is because I can just kind of use introduction, which is based in, you know, in Beijing blur. It could be a short story.

Bonus tip for anyone who’s working with clients here.

When you are onboarding your clients, when you’re kicking off a copy project, You want to ask your clients if they have a story wall. I I call it a story wall. You could call it a story bank. You could call it whatever you want to.

And if they don’t, then you wanna start that off for them. So this really when you’re writing these kind of newsletters emails because those emails need stories. Stories work really well for these.

You segue. So from the introduction, you segue into the insights. So what was your insight from that story, the anecdote, the facts, etcetera, etcetera. These are this is just example, if I’m not gonna read through them, you’ll have the slides. You could look at the slides for the examples to see how it kind of all ties together because I, again, wanna be mindful of the time here.

And then you’ll be into the information you wanna share here with them. Now, This is important. The information that you would share would connect to the book, the membership, or the course that you’re talking about.

Why? Because again, remember, these are very close to emails. And then you wanna implement them. Now implementing could be as simple as signing taking the next step with signing up for your webinar.

So you treat these more like pre launch. Implementation could be tagging you on Instagram. So you’re building that relatability, building that rapport with them. Implementation could be to pre enroll in your course, you know, so you if you have an early, early bird.

Implementation doesn’t always mean that they need to go back, print out worksheet right on their takeaways. That’s an implementation just means they need to take some sort of an action.

Besides these two kind of emails, these are some other, copy ideas that I’ve used for course created specifically when it comes to their latest email strategy.

So problem solving content. Again, You speak to your student. Right? So you know what the problems are and you get them some solutions and and, yes, you share how they can make the solutions. We don’t wanna do the what and the why and keep the how gated here, which is really popular in the online world.

And the reason I don’t do that, you know, I’ve been fortunate that our my clients have been on board with this is because when you share the how, your audience has really, really good aha moments, and they realize that their problem is much bigger. You’re solving a very you know, a very high level problem for them here, but they know that the problem goes much bigger. And and that is when they start to see that they need to work with you in order to kind of, you know, not get stuck once they’ve moved past you. Will there be people who will just take that one or two house that you give them and run with it?

Yes. But those were probably not the ideal people to begin within the first place. So You wanna look again, we’re speaking to that one person in these emails who would be perfect for whatever offer it is that you’re selling. Comparative analysis content, comparison tables are your friends here.

I have used them denseively on sales pages, on emails, like, everywhere possible. Like, probably the only page I haven’t used it is like an ten page, but, maybe I should try that out one day. But, point is comparative analysis goes a long way because your audience is considering alternatives.

It’s really important you go ahead and address the conversation that they’re already having in their head about, okay, should I go for this or should go for that by helping them, you know, weigh the pros and cons and reduce that decision over a little bit. Either which way is whatever decision they make, it’s a decision. So that’s really important that we, you know, we can, we help them see how you fill the gaps or, you know, how are you different? Maybe you’re a good different for them.

Maybe you’re not so good different for them. Either which ways, it’s up to us to do, to help them make that decision. And then walk the top content. So this is, this is essentially value you know, where you show value alignment.

For example, Heather Elon, who’s a who’s been a long term client of ours, what she did was she made it very clear on her opt in page. I basically wrote the opt in page for her, but she and she was on board with it by being very clear that people will be invited to join her course.

Why? Because, again, we were speaking to astrologers.

These are not marketers. They do not know how fattles work. These are like obvious regular people who Yeah. It would be very skeptical of just kinda buying something on the, someone they’ve been watching on YouTube, but so we made it very clear about what’s gonna happened next, we reiterated the fact on, you know, in the follow-up emails as well. So people were coming in eyes wide open, and they will know, like, Oh, here’s a free master class, and now here’s what you’re gonna need to buy to keep moving forward. Point is If your clients have an audience that a is not very marketing savvy, B is or has been burned badly in the past by poor experiences, and or You have a brand that is known for a very high commitment to values, integrity, transparency, You know, it may be a good idea to have some walk the talk content in your waitlist email strategy.

Alright. I think we are very good on time.

Yep. That’s it.

Let’s talk about how are you gonna use wait. Let’s see your programs or services, and I don’t know why my Jeff is frozen. But anyways, go forth and wait list await to your users. Okay. Cool. Questions. And then you can do copy reviews.

What do you consider to be a or for you for you personally, like a good benchmark to aim for for a waitlist.

I’m sorry.

What do I consider to be a a good bed benchmark for a conversion rate for your wait list when you’re launching.

Well, that’s a very good question. So I have seen and this is a how I set benchmarks, Abby, is based on what the client has seen so far from a launch. If they’ve used a rate list, then from that rate list. And if they’ve not used a rate list, then what’s been highest conversion software. And then I go ahead and set benchmarks.

Having said that.

The range that we’ve seen for weightless conversions have has gone anywhere from, I would say, thirteen percent to and almost twenty five percent.

Because I’m gonna hazard a guess. It’s probably more than that, but talking to twenty five percent, which been really, really good because and this is probably just my audience, my clients, sometimes, like, I work with a lot of audiences that are very skeptical. I do work with marketers as well, but I do also work. I do work with audiences that are that have a high resistance to being sold to. I think homesteaders, like, right now, just before this call, I had a call with a client of ours who has a homesteading business. Homesteaders.

Sorry. I just want to similarly, astrologers or crafters or, you know, so It could just be me, but I yeah. That’s what we’ve seen. I would say, thirteen to twenty five percent has been what I’ve seen the waitlists.

Okay. Thank you. Okay.

Any other questions?

I’m curious, permit, like, I’ve seen I’ve seen a lot of wait lists that are just like the sales page, but with the wait list button instead. So I’m curious when you said about, like, having you’re selling them on being on the wait list, which I totally understand, but I wonder, like, how much are you also selling them on the offer like, would you say it’s an exception where there’s kind of two things that you’re selling them on, or how do you how do you prioritize, there?

Yeah.

And I’ve done the same, you know, like with, in fact, with our own brand, the wait list we had was basically the sales page with with the opt in form, you know, just switched out. And my reason for that was essentially because One Ray to sell is Hi, Gosh. And I don’t have, like, a huge number of people I’m looking to get into it. So it just kinda makes more sense from you. Have, like, a way to list of people who know exactly what the offer is and exactly who I am, etcetera, etcetera. So it just made sense for us to do that plus interest of time, did not have the time.

To hire myself to write, from scratch, wait list page, honestly.

But point being, For our clients, though, I have seen that, yes, we do let them know that the offer is what the offer is. And what it’s going to be. The thing I should tell you, Katie, is that when you’re selling a client, on using a waitlist. It’s a good idea to do that, like, say, eight weeks or twelve weeks, you know, like, before the launch.

Like, they’re building a waitlist, three months before they’re launching the offer. So all the details of the offer sometimes are not even hashed out yet. Which means that they have an idea. Sometimes they may not even, you know, know what the final pricing is going to be on hold.

So we don’t really sell all of that. We just talk about what the outcome and the benefits are going to be of the of the program and that they can get a behind the scenes look at how it’s, you know, especially if it’s like a first time launch, even if it’s a relaunch, they can get a behind the scenes look because I’ve what I’ve found is that people really like behind the scenes look, at least on the niches that I’ve worked in.

So, Katie or mute, I think. Sorry.

Let’s focus on, like, how many calls you’ll get or what the bonuses will be and more focus on big picture outcomes benefits and behind the scenes.

Exactly. And then just because what you said about the eight to twelve week timeline, would you consider this a good package to sell, like, your clients just closed a launch in the, like, we’ve done our post launch debrief and now Let me set you up with a wait list.

Yes.

One hundred percent. Yeah. Yeah. That is a this is something that I’ve done again multiple times. I love you calls because of that because not only you can you sell people on a way to this package as the next step, but also the nudged for news, sales newsletters, you know, where especially, you know, when, like, you, Abby, and this is something that you could, if you’re not doing it already, essentially, is, like, where for my clients at least when we implemented their evergreen funnel and it’s running and things like that when we do the I do a debrief with them, either sixty days or ninety days after, implementation, and that is when we have the discussion about the initiative for sales and sales.

Thanks. So yeah.

Right now.

Did someone else start speaking or was it you? No. No. That was me. I was just gonna say that.

Yeah. I have another waitlist question.

What do you think is a good discount? Because I’ve just done this with a client we finished up, but one of the the challenges I run into was I wanna we wanna give a good discount for the wait list, but also, like, if these are the highest intent prospects, we don’t wanna, like, undersell them. So what you how do you kind of navigate binding that sweet spot? Do you have any thoughts on, like, what a good discount is to reward the loyalty without understanding?

So, generally, I found like twenty to thirty percent works well. This is something we’ve we’ve tested out.

Having said that with certain offers, we’ve not done any discounts. Where but we’ve given them, I did this with another homesteading client of ours, where we gave them a fireside chat with the founders off the membership site. You know, again, you need to kinda look at your audience. This audience loved it because the founders are homesteaders.

They’re very well known. So, you know, they really enjoyed the whole it’s a zoom chat with the whole image of a first like chat where you get to ask them your questions about your about your homesteading struggles, etcetera, etcetera. So that worked really well, when we did, we we opened up the launch for the membership site to the wait list stores. So that’s, you know, so you could start at options that are not a discount because those tend to work well as long as they’re kind of tailored, but twenty to thirty percent just works really, really well.

Again, depends on what the offer is.

If it’s if it’s like, say, a membership, which is like twenty nine dollars a month or something like that, you know, then maybe nineteen dollars a month would be just fine as a wait list Right? Yeah. But, if it’s if it’s a three thousand dollars or four thousand dollars, it kinda depends on ultimately offers, right, then all of a sudden paying a thirty percent off for your legacy.

So I think we did three fifty.

Yeah.

So that’s that’s just fine.

Yeah.

Thanks, right now. You’re welcome.

Okay. I have a I have a consult booked with someone who is exactly the kind of consult that I find, like, always gets me into trouble in that She doesn’t say exactly what she wants. She just has an offer and is looking for ideas of what the best next thing to do it.

And I find that these are calls where, like, I get overwhelmed with all of the all of the ideas that I have, and I end up just saying all of those ideas, but then they just go do those ideas because I can’t figure out, like, I I don’t know like, ultimately the time of the call is over, and I haven’t actually sold them anything.

So I would just love if you have, like, I know you said you don’t. You never get strategy away for free. I have she’s looking for, like, this offer selling which funnels to implement next.

I have a funnel strategy session offer.

What do you hold back? Like, I don’t know. I guess just like, do you have tips on not on, like, selling them, like showing that you know what you’re talking about enough to be the person they choose without Yeah. Saying all of the thoughts out loud. In that initial conversation.

Here is her answer to so it’s a course around how to develop a concept for a TV show and sell it in Hollywood.

I can share this is the why do you want a call with me blurb that she shared?

Okay. I need help with sales strategy for an automated course. I’m looking for someone to look at the product I’ve built and help you figure out how to automate funnels sell a smaller package item from revenue, how to automate and convert for high ticket course as well, handing out campaigns and marketing, writing and adapting copy, building funnel pages in writing, adapting email notes or sequences.

Okay.

So this is where I find on, like, it’s one thing if somebody comes to me and they’re like, I need copy.

Like, I can I have a flow, but, where it’s where it there’s, like, so many questions around Okay? What do we do? So alright.

So let’s do this. Right? We have a few minutes.

Let’s see if he can race through this.

Alright.

So, Katie, you’re the client. We’re gonna call you, Katie, Alright. So you can’t do any so guys need help. Yeah.

Yeah. Oh, do you wanna switch roles? We could do that too. No. Okay.

I would much rather be the client.

Okay. Cool. We can do that. Okay. So alright. So you said I need help with sales strategy.

So I’m gonna say okay. Alright. Hi, Katie. Thank you so much for reaching out. I’m for sharing details that you need help with sales strategy for your course.

Tell me a little about it. Like, when have you, you know, you said it’s an automated course Have you launched it before? Have has it been running on automated mode for a while?

I’ll walk you through it.

In the December of twenty twenty three.

That went pretty well.

We Things. I’ve been in business for a while, but things have just really picked up lately. And now I really want to take advantage of some of the opportunities I know are out there.

Excellent. Alright.

And who’s your audience for this course?

Riders who have not yet had a show acquired, in Hollywood or who are hoping to get their show acquired before they go through the whole they they write a bunch of episodes.

They wanna have the idea and then pitch immediately from there.

Excellent. And, So you launched this course and, you know, your audience’s writers have not booked, book to show in Hollywood. It sounds like you’ve got all of that dialed in. How did the, you know, how’s the automated funnel been running so far?

Right now, I have a wait list page up.

Okay. Alright.

And that nothing else is happening on the other end.

Okay. Cool. And what are your goals from this? Like, what do you hope to do? Like, why reach out to me, why did you wanna work with me?

I feel like I have proof of concept, based on the results of our last launch, And so I know that I am leaving money on the table by not by not, having some systems selling this on the back end.

I hear you. Yeah. No. That makes sense. Talk to me a little about here. You said you have a smaller package item, and you wanna automate and convert for high ticket courses as well. So do you have ideas for this, or would you like to work through this with me?

We so I’ve seen it being done successfully and I would like to add that to our offer suite, but we don’t currently have a small to good item ready to go.

Fair enough. Great. And how many students do you currently have in your in your course?

Thirty five.

Cool. Alright. That’s a really good start. Okay. So, Katie, I’m gonna walk you through my process, and then I can tell you how we could work together.

Right? Which is when I walk them through my process and then tell them that it could sign up for a either a profitably or session, which is basically our offer optimization session, or in your case, that would be like a strategy session, or they could sign up for a full launch copy thing. Usually, I tell them for if it’s the first time client, I tell them to go for the strategy session because I wanna get a feel of how whether I would like to work with them or not, and also basically get paid to create the strategies for them.

And if they’re they’re like, no. We wanna do the whole thing. Fine, buddy.

Okay. So, basically, the call, like, I’m not gonna guide you looking at, okay, let’s look at what are the different options here. You may wanna give them a few ideas But again, when you’re giving a few ideas, what I would probably do is, like, I give ideas like, okay.

So Katie, you know what I’m thinking? This makes total sense. I haven’t taken a look at your course, but I’m guessing there are parts of it that we could pull out, and that could become your local offer, which means that you wouldn’t really have to create anything new or what we can do is and again, I’ll need to take a look at your course and understand your audience better for this. What we could do is maybe add a few elements to it to make it the high ticket offer and have the self paced version, which is what you currently have as the, you know, as the one that’s running on Evergreen or even the no ticket offer, so to speak. But I would know more, once I dig deep and take a look.

Add all of the data.

And so she says, okay, I wanna take you up on the strategy session.

I was thinking, like, I have a funnel strategy session, but that’s more for people who want to do it, like, DIY done with you.

She clearly wants from her intake form done for you. So I was thinking of what I call like my golden opportunity audit, which is essentially, like, I go through, like, dig into the offer, look at her existing list, and what sequences she has, like, many offers resources and then would provide, like, a recommendations report essentially of where she could go.

And I was thinking of saying that if we did that, I would roll fifty percent of that investment into her done for you package.

And how much is that? The golden opportunity thing?

Oh, I was planning to put it at seventeen hundred.

You could do that if it’s already part of your process.

Like, profitably or just offer optimization that we pulled out of our process, essentially. So if someone were to if someone were to buy that and say six months later, come back to us, would not roll it over. But if someone were to buy it and because that has happened in the past, where people have taken this, taken that, and then, like, right after we send them that, they’re like, okay, let’s do the whole thing.

Which makes sense. So, yes, you could totally do that.

Would you do half or would you do all of it?

Ours is fourteen ninety seven. Katie, we’d end up doing all of it.

Okay. Into the full fully loaded launch?

Yeah. Yeah.

Yeah. I did. I did like a launch strategy session that was nine nine seven, and then I did all of that for a, like, ten k launch package.

Well, I was just thinking about the seventeen hundred. If that ends up being, like, more than fifteen percent out of yeah. I guess it would depend on what the what the final Yeah. Because it would be. Yeah.

Yeah. Yeah. You wanna take a look at that because, again, remember, for for us, most of our fully loaded launch packages are upwards of twenty five k at this point.

So that fourteen ninety seven is like an easy absorb. Yeah.

Yeah. Plus it’s I mean, I would have done that in any case. Right? I mean, so and I’m not having to do that. So it just kinda makes sense. So, so yeah. Okay.

Okay.

I had so I’m just curious. Would you go that fast or was that for for us?

Oh, gosh. No.

That’s for us because it’s like it. We’re over time. Perfect.

Okay. Good. So my main takeaway is show that you understand what they’re talking about. Ask smart questions, but don’t share the ideas on the call. The ideas come on the in the deliverable.

Yeah.

Yeah. You unless you walk in with a really clear idea, like, you know exactly. In this case, you know, in this particular case, she needs to start with strategy. Like, she needs to get really good on her offer suite and what she needs to sell. Sometimes it will be someone comes to you for a sales page and then when you talking to them, you realize that, no, you don’t need just a sales page you need like the whole of the bank, which is when you do wanna give them the idea so that they can see how the pieces fit together But, but yeah, in this case, this is like a straight shipment. Like, this is this is pure strategy. Yeah.

Yeah. Okay. Okay. I’ll let you know if it goes. It’s a one. So it’s an hour an hour away.

Okay. I’m gonna be in bed. Thank you. Are showing up. Yeah. And, the recording should be in, Slack Cooper usually ends.

That’s it. Thank you.

Bye. Bye, Jessica. Hey, Ralph.

Transcript

Alright. Over the next training minutes, my goal is to help you create a waitlist page, like, understand the secret to creating a weightless page that attracts you perfect student.

This is personally, this is a strategy that I’ve tested out extensively for our clients, with waitlists. And, of course, then the kind of emails to send to those waitlists, and then, you know, what kind of copy to include on those emails. I’ll also walk you through a quick recipe for, for one of those kind of emails. We will try and see how much you can done in twenty minutes. That would be fun.

Okay. So the to create a wait list page, and I know all of you should have worksheets with this.

Apparently, should I come through to the worksheets? I don’t know. You’ll complete you should complete the after the session. In this case, I would want you to complete them after the session.

And feel free to to tag me if you have questions if you’re working on a wait list, project for a client or for yourself, I would love to see what you come up with, and I would love to get feedback on that, as well. So even after the session, feel free to ping me, in Slack, tag me, and all of that. Alright. The SMS recipe is essentially what kind of goes against the grain when it comes to weightless pages.

Most ways wake us pages that I saw, and this is the niches that I run images essentially, coaches, course creators, authors, and membership side owners. Like, these are the four type of audiences, like that across different niches that I’ve written weightless pages for. And when I was doing my research, what I found was weightless pages were either essentially placeholders or like often pages, you know, like really short name, email address. I have to be the first to know when my book releases those kind of pages, and that’s Probably that’s great that works well for them.

I don’t know. I haven’t, you know, I don’t have the data on that. But what we realized is that if we are running ads to a waitlist page or even from social media organically sending people to a waitlist page. Our goal is that it needs to speak to the ideal student or the ideal reader and it needs to move them from unaware or maybe brand aware to most aware with intent to buy.

There is no point in putting up a way to this page when your highest conversions don’t end up coming from there. So for me, that was the goal going in, and this was the that I kinda came up with was that it needs to speak to our ideal students. So we need to structure it in a way that has their struggles. It’s obviously based on voice customer, it has social proof, it has all of the conversion mechanisms that we would use in a in a regular sales page.

Right? And it needs to move them from unaware to most aware, and then sell them on the signing up to the wait list. So we need to kind of make it worked there a while to sign up to the wait list, and that is where, you know, the next part of the training, which is, you know, the emails come in. You can sell them on signing up to the wait list by, yes, incentivizing them, letting them know, hey, you’ll get the lowest price.

But what if, and wonderful client comes to you and says, okay, I do not want to give a discount.

Right? So because that has happened with me where I’ve had clients and, you know, I authors, especially say, you know, yeah, we can give, like, I don’t wanna we’re not gonna give, like, a discount in the book. DLMS for, like, say, ten books or something like that. But, or I’m not gonna discount the course.

So your wait list page needs to incentivize people to sign up to the wait list because they will be viewing from you regularly, and that is where the emails kick in.

One of the things that I want you to know is that waiters pages don’t have to be long form sales pages.

They’re not, you know, they’re not going to be like eight thousand, thirteen thousand word sales pages. They are going to be shorter than that. Think of them as somewhere, but we, long form opt in page and a short sales page.

What I look at is essentially this, is it’s speaking to the ideal student are we using voice of customer to guide the structure of the page talking about what they will get? Is it moving them from most aware, which means that I need to have, most unaware, like, from unaware to most aware, which means I need to have a bio section and social proof as well. Right? I need to have credibility markers in there. And then is it incentivizing them? Is it selling them on signing up to the wait list? As long as it’s taking all of those wear golden, which is why I don’t have a rinsing repeat kind of a framework.

For this, but these are the three things that I look for. Is it doesn’t speak to a writing student? Is it moving them across the stages of awareness?

And is it selling them on signing up to the wait list?

Once they sign up to the wait list, the emails kick in.

You can complete, like okay. Then test it for yourself, but I have multiple times just use the emails that people will be getting as the incentive for signing up to the wait list.

Why? Because there are two kinds of emails that you wanna send.

This one is the one that people love the most. These are the ones that tend to do really, really well. And again, continuing to move our reader across the stages of awareness and getting them really excited about what’s coming there next. Behind the scenes, they come along for the right email is what I call this.

This is like a friendly introduction. You know, you and then you segue into the right behind launching or creating what course, the bug, whatever. So behind the scenes, the previews, any frustrations, you know, bloopers, highlight reels, a lesson or a chapter, those work really, really well. They’re really easy to write as well.

Especially when you’re writing them for clients, you know, then it makes it really easy to do that, because you would wanna work with them closely for this, but it pretty much on, like, a weekly basis. And and so you would meet with them. You would get to know what’s going on with the launch and then basis that, you know, you would wanna write. The email for them.

The second one is something that you could kind of, you know, almost use what I call my not yet for sales newsletters. For this, this is the TGI Fridays recipe. I don’t know how many of you remember TGI Fridays. I’m like totally dating myself here, but basically, the Fridays here Yeah.

At the FBRs or Fridays where you could send out an email any day of the week. Essentially, you’re sending out one email a week here.

And this works really well for evergreen funnels.

This is also the email that kind of inspired to nurture yourselves newsletter.

I would call it almost a package that I’ve, you know, clients have really, really loved and seen great results with. So with the TGI Friday’s recipe, essentially, you’re sending out a weekly email to the list, letting them know, you know, it could be an idea. It could be, again, it could be something behind the scenes as well, but point is with come along for the right email.

These could just be, you know, you could, like, if you if the wait list is, like, a few months long, This could just be a monthly email. This does not have to be a weekly email. When the wage period isn’t that long, It’s almost like a pre launch thing, which is when these work way better.

For this email, what I find invited why I kind of enjoy writing this email more is because I can write this ahead of time, and I don’t have to do, like, weekly calls. We’re applying to find out what’s going on behind the scenes or, you know, what’s the latest with the, you know, what’s happening with the course prep and and all of that. Is because I can just kind of use introduction, which is based in, you know, in Beijing blur. It could be a short story.

Bonus tip for anyone who’s working with clients here.

When you are onboarding your clients, when you’re kicking off a copy project, You want to ask your clients if they have a story wall. I I call it a story wall. You could call it a story bank. You could call it whatever you want to.

And if they don’t, then you wanna start that off for them. So this really when you’re writing these kind of newsletters emails because those emails need stories. Stories work really well for these.

You segue. So from the introduction, you segue into the insights. So what was your insight from that story, the anecdote, the facts, etcetera, etcetera. These are this is just example, if I’m not gonna read through them, you’ll have the slides. You could look at the slides for the examples to see how it kind of all ties together because I, again, wanna be mindful of the time here.

And then you’ll be into the information you wanna share here with them. Now, This is important. The information that you would share would connect to the book, the membership, or the course that you’re talking about.

Why? Because again, remember, these are very close to emails. And then you wanna implement them. Now implementing could be as simple as signing taking the next step with signing up for your webinar.

So you treat these more like pre launch. Implementation could be tagging you on Instagram. So you’re building that relatability, building that rapport with them. Implementation could be to pre enroll in your course, you know, so you if you have an early, early bird.

Implementation doesn’t always mean that they need to go back, print out worksheet right on their takeaways. That’s an implementation just means they need to take some sort of an action.

Besides these two kind of emails, these are some other, copy ideas that I’ve used for course created specifically when it comes to their latest email strategy.

So problem solving content. Again, You speak to your student. Right? So you know what the problems are and you get them some solutions and and, yes, you share how they can make the solutions. We don’t wanna do the what and the why and keep the how gated here, which is really popular in the online world.

And the reason I don’t do that, you know, I’ve been fortunate that our my clients have been on board with this is because when you share the how, your audience has really, really good aha moments, and they realize that their problem is much bigger. You’re solving a very you know, a very high level problem for them here, but they know that the problem goes much bigger. And and that is when they start to see that they need to work with you in order to kind of, you know, not get stuck once they’ve moved past you. Will there be people who will just take that one or two house that you give them and run with it?

Yes. But those were probably not the ideal people to begin within the first place. So You wanna look again, we’re speaking to that one person in these emails who would be perfect for whatever offer it is that you’re selling. Comparative analysis content, comparison tables are your friends here.

I have used them denseively on sales pages, on emails, like, everywhere possible. Like, probably the only page I haven’t used it is like an ten page, but, maybe I should try that out one day. But, point is comparative analysis goes a long way because your audience is considering alternatives.

It’s really important you go ahead and address the conversation that they’re already having in their head about, okay, should I go for this or should go for that by helping them, you know, weigh the pros and cons and reduce that decision over a little bit. Either which way is whatever decision they make, it’s a decision. So that’s really important that we, you know, we can, we help them see how you fill the gaps or, you know, how are you different? Maybe you’re a good different for them.

Maybe you’re not so good different for them. Either which ways, it’s up to us to do, to help them make that decision. And then walk the top content. So this is, this is essentially value you know, where you show value alignment.

For example, Heather Elon, who’s a who’s been a long term client of ours, what she did was she made it very clear on her opt in page. I basically wrote the opt in page for her, but she and she was on board with it by being very clear that people will be invited to join her course.

Why? Because, again, we were speaking to astrologers.

These are not marketers. They do not know how fattles work. These are like obvious regular people who Yeah. It would be very skeptical of just kinda buying something on the, someone they’ve been watching on YouTube, but so we made it very clear about what’s gonna happened next, we reiterated the fact on, you know, in the follow-up emails as well. So people were coming in eyes wide open, and they will know, like, Oh, here’s a free master class, and now here’s what you’re gonna need to buy to keep moving forward. Point is If your clients have an audience that a is not very marketing savvy, B is or has been burned badly in the past by poor experiences, and or You have a brand that is known for a very high commitment to values, integrity, transparency, You know, it may be a good idea to have some walk the talk content in your waitlist email strategy.

Alright. I think we are very good on time.

Yep. That’s it.

Let’s talk about how are you gonna use wait. Let’s see your programs or services, and I don’t know why my Jeff is frozen. But anyways, go forth and wait list await to your users. Okay. Cool. Questions. And then you can do copy reviews.

What do you consider to be a or for you for you personally, like a good benchmark to aim for for a waitlist.

I’m sorry.

What do I consider to be a a good bed benchmark for a conversion rate for your wait list when you’re launching.

Well, that’s a very good question. So I have seen and this is a how I set benchmarks, Abby, is based on what the client has seen so far from a launch. If they’ve used a rate list, then from that rate list. And if they’ve not used a rate list, then what’s been highest conversion software. And then I go ahead and set benchmarks.

Having said that.

The range that we’ve seen for weightless conversions have has gone anywhere from, I would say, thirteen percent to and almost twenty five percent.

Because I’m gonna hazard a guess. It’s probably more than that, but talking to twenty five percent, which been really, really good because and this is probably just my audience, my clients, sometimes, like, I work with a lot of audiences that are very skeptical. I do work with marketers as well, but I do also work. I do work with audiences that are that have a high resistance to being sold to. I think homesteaders, like, right now, just before this call, I had a call with a client of ours who has a homesteading business. Homesteaders.

Sorry. I just want to similarly, astrologers or crafters or, you know, so It could just be me, but I yeah. That’s what we’ve seen. I would say, thirteen to twenty five percent has been what I’ve seen the waitlists.

Okay. Thank you. Okay.

Any other questions?

I’m curious, permit, like, I’ve seen I’ve seen a lot of wait lists that are just like the sales page, but with the wait list button instead. So I’m curious when you said about, like, having you’re selling them on being on the wait list, which I totally understand, but I wonder, like, how much are you also selling them on the offer like, would you say it’s an exception where there’s kind of two things that you’re selling them on, or how do you how do you prioritize, there?

Yeah.

And I’ve done the same, you know, like with, in fact, with our own brand, the wait list we had was basically the sales page with with the opt in form, you know, just switched out. And my reason for that was essentially because One Ray to sell is Hi, Gosh. And I don’t have, like, a huge number of people I’m looking to get into it. So it just kinda makes more sense from you. Have, like, a way to list of people who know exactly what the offer is and exactly who I am, etcetera, etcetera. So it just made sense for us to do that plus interest of time, did not have the time.

To hire myself to write, from scratch, wait list page, honestly.

But point being, For our clients, though, I have seen that, yes, we do let them know that the offer is what the offer is. And what it’s going to be. The thing I should tell you, Katie, is that when you’re selling a client, on using a waitlist. It’s a good idea to do that, like, say, eight weeks or twelve weeks, you know, like, before the launch.

Like, they’re building a waitlist, three months before they’re launching the offer. So all the details of the offer sometimes are not even hashed out yet. Which means that they have an idea. Sometimes they may not even, you know, know what the final pricing is going to be on hold.

So we don’t really sell all of that. We just talk about what the outcome and the benefits are going to be of the of the program and that they can get a behind the scenes look at how it’s, you know, especially if it’s like a first time launch, even if it’s a relaunch, they can get a behind the scenes look because I’ve what I’ve found is that people really like behind the scenes look, at least on the niches that I’ve worked in.

So, Katie or mute, I think. Sorry.

Let’s focus on, like, how many calls you’ll get or what the bonuses will be and more focus on big picture outcomes benefits and behind the scenes.

Exactly. And then just because what you said about the eight to twelve week timeline, would you consider this a good package to sell, like, your clients just closed a launch in the, like, we’ve done our post launch debrief and now Let me set you up with a wait list.

Yes.

One hundred percent. Yeah. Yeah. That is a this is something that I’ve done again multiple times. I love you calls because of that because not only you can you sell people on a way to this package as the next step, but also the nudged for news, sales newsletters, you know, where especially, you know, when, like, you, Abby, and this is something that you could, if you’re not doing it already, essentially, is, like, where for my clients at least when we implemented their evergreen funnel and it’s running and things like that when we do the I do a debrief with them, either sixty days or ninety days after, implementation, and that is when we have the discussion about the initiative for sales and sales.

Thanks. So yeah.

Right now.

Did someone else start speaking or was it you? No. No. That was me. I was just gonna say that.

Yeah. I have another waitlist question.

What do you think is a good discount? Because I’ve just done this with a client we finished up, but one of the the challenges I run into was I wanna we wanna give a good discount for the wait list, but also, like, if these are the highest intent prospects, we don’t wanna, like, undersell them. So what you how do you kind of navigate binding that sweet spot? Do you have any thoughts on, like, what a good discount is to reward the loyalty without understanding?

So, generally, I found like twenty to thirty percent works well. This is something we’ve we’ve tested out.

Having said that with certain offers, we’ve not done any discounts. Where but we’ve given them, I did this with another homesteading client of ours, where we gave them a fireside chat with the founders off the membership site. You know, again, you need to kinda look at your audience. This audience loved it because the founders are homesteaders.

They’re very well known. So, you know, they really enjoyed the whole it’s a zoom chat with the whole image of a first like chat where you get to ask them your questions about your about your homesteading struggles, etcetera, etcetera. So that worked really well, when we did, we we opened up the launch for the membership site to the wait list stores. So that’s, you know, so you could start at options that are not a discount because those tend to work well as long as they’re kind of tailored, but twenty to thirty percent just works really, really well.

Again, depends on what the offer is.

If it’s if it’s like, say, a membership, which is like twenty nine dollars a month or something like that, you know, then maybe nineteen dollars a month would be just fine as a wait list Right? Yeah. But, if it’s if it’s a three thousand dollars or four thousand dollars, it kinda depends on ultimately offers, right, then all of a sudden paying a thirty percent off for your legacy.

So I think we did three fifty.

Yeah.

So that’s that’s just fine.

Yeah.

Thanks, right now. You’re welcome.

Okay. I have a I have a consult booked with someone who is exactly the kind of consult that I find, like, always gets me into trouble in that She doesn’t say exactly what she wants. She just has an offer and is looking for ideas of what the best next thing to do it.

And I find that these are calls where, like, I get overwhelmed with all of the all of the ideas that I have, and I end up just saying all of those ideas, but then they just go do those ideas because I can’t figure out, like, I I don’t know like, ultimately the time of the call is over, and I haven’t actually sold them anything.

So I would just love if you have, like, I know you said you don’t. You never get strategy away for free. I have she’s looking for, like, this offer selling which funnels to implement next.

I have a funnel strategy session offer.

What do you hold back? Like, I don’t know. I guess just like, do you have tips on not on, like, selling them, like showing that you know what you’re talking about enough to be the person they choose without Yeah. Saying all of the thoughts out loud. In that initial conversation.

Here is her answer to so it’s a course around how to develop a concept for a TV show and sell it in Hollywood.

I can share this is the why do you want a call with me blurb that she shared?

Okay. I need help with sales strategy for an automated course. I’m looking for someone to look at the product I’ve built and help you figure out how to automate funnels sell a smaller package item from revenue, how to automate and convert for high ticket course as well, handing out campaigns and marketing, writing and adapting copy, building funnel pages in writing, adapting email notes or sequences.

Okay.

So this is where I find on, like, it’s one thing if somebody comes to me and they’re like, I need copy.

Like, I can I have a flow, but, where it’s where it there’s, like, so many questions around Okay? What do we do? So alright.

So let’s do this. Right? We have a few minutes.

Let’s see if he can race through this.

Alright.

So, Katie, you’re the client. We’re gonna call you, Katie, Alright. So you can’t do any so guys need help. Yeah.

Yeah. Oh, do you wanna switch roles? We could do that too. No. Okay.

I would much rather be the client.

Okay. Cool. We can do that. Okay. So alright. So you said I need help with sales strategy.

So I’m gonna say okay. Alright. Hi, Katie. Thank you so much for reaching out. I’m for sharing details that you need help with sales strategy for your course.

Tell me a little about it. Like, when have you, you know, you said it’s an automated course Have you launched it before? Have has it been running on automated mode for a while?

I’ll walk you through it.

In the December of twenty twenty three.

That went pretty well.

We Things. I’ve been in business for a while, but things have just really picked up lately. And now I really want to take advantage of some of the opportunities I know are out there.

Excellent. Alright.

And who’s your audience for this course?

Riders who have not yet had a show acquired, in Hollywood or who are hoping to get their show acquired before they go through the whole they they write a bunch of episodes.

They wanna have the idea and then pitch immediately from there.

Excellent. And, So you launched this course and, you know, your audience’s writers have not booked, book to show in Hollywood. It sounds like you’ve got all of that dialed in. How did the, you know, how’s the automated funnel been running so far?

Right now, I have a wait list page up.

Okay. Alright.

And that nothing else is happening on the other end.

Okay. Cool. And what are your goals from this? Like, what do you hope to do? Like, why reach out to me, why did you wanna work with me?

I feel like I have proof of concept, based on the results of our last launch, And so I know that I am leaving money on the table by not by not, having some systems selling this on the back end.

I hear you. Yeah. No. That makes sense. Talk to me a little about here. You said you have a smaller package item, and you wanna automate and convert for high ticket courses as well. So do you have ideas for this, or would you like to work through this with me?

We so I’ve seen it being done successfully and I would like to add that to our offer suite, but we don’t currently have a small to good item ready to go.

Fair enough. Great. And how many students do you currently have in your in your course?

Thirty five.

Cool. Alright. That’s a really good start. Okay. So, Katie, I’m gonna walk you through my process, and then I can tell you how we could work together.

Right? Which is when I walk them through my process and then tell them that it could sign up for a either a profitably or session, which is basically our offer optimization session, or in your case, that would be like a strategy session, or they could sign up for a full launch copy thing. Usually, I tell them for if it’s the first time client, I tell them to go for the strategy session because I wanna get a feel of how whether I would like to work with them or not, and also basically get paid to create the strategies for them.

And if they’re they’re like, no. We wanna do the whole thing. Fine, buddy.

Okay. So, basically, the call, like, I’m not gonna guide you looking at, okay, let’s look at what are the different options here. You may wanna give them a few ideas But again, when you’re giving a few ideas, what I would probably do is, like, I give ideas like, okay.

So Katie, you know what I’m thinking? This makes total sense. I haven’t taken a look at your course, but I’m guessing there are parts of it that we could pull out, and that could become your local offer, which means that you wouldn’t really have to create anything new or what we can do is and again, I’ll need to take a look at your course and understand your audience better for this. What we could do is maybe add a few elements to it to make it the high ticket offer and have the self paced version, which is what you currently have as the, you know, as the one that’s running on Evergreen or even the no ticket offer, so to speak. But I would know more, once I dig deep and take a look.

Add all of the data.

And so she says, okay, I wanna take you up on the strategy session.

I was thinking, like, I have a funnel strategy session, but that’s more for people who want to do it, like, DIY done with you.

She clearly wants from her intake form done for you. So I was thinking of what I call like my golden opportunity audit, which is essentially, like, I go through, like, dig into the offer, look at her existing list, and what sequences she has, like, many offers resources and then would provide, like, a recommendations report essentially of where she could go.

And I was thinking of saying that if we did that, I would roll fifty percent of that investment into her done for you package.

And how much is that? The golden opportunity thing?

Oh, I was planning to put it at seventeen hundred.

You could do that if it’s already part of your process.

Like, profitably or just offer optimization that we pulled out of our process, essentially. So if someone were to if someone were to buy that and say six months later, come back to us, would not roll it over. But if someone were to buy it and because that has happened in the past, where people have taken this, taken that, and then, like, right after we send them that, they’re like, okay, let’s do the whole thing.

Which makes sense. So, yes, you could totally do that.

Would you do half or would you do all of it?

Ours is fourteen ninety seven. Katie, we’d end up doing all of it.

Okay. Into the full fully loaded launch?

Yeah. Yeah.

Yeah. I did. I did like a launch strategy session that was nine nine seven, and then I did all of that for a, like, ten k launch package.

Well, I was just thinking about the seventeen hundred. If that ends up being, like, more than fifteen percent out of yeah. I guess it would depend on what the what the final Yeah. Because it would be. Yeah.

Yeah. Yeah. You wanna take a look at that because, again, remember, for for us, most of our fully loaded launch packages are upwards of twenty five k at this point.

So that fourteen ninety seven is like an easy absorb. Yeah.

Yeah. Plus it’s I mean, I would have done that in any case. Right? I mean, so and I’m not having to do that. So it just kinda makes sense. So, so yeah. Okay.

Okay.

I had so I’m just curious. Would you go that fast or was that for for us?

Oh, gosh. No.

That’s for us because it’s like it. We’re over time. Perfect.

Okay. Good. So my main takeaway is show that you understand what they’re talking about. Ask smart questions, but don’t share the ideas on the call. The ideas come on the in the deliverable.

Yeah.

Yeah. You unless you walk in with a really clear idea, like, you know exactly. In this case, you know, in this particular case, she needs to start with strategy. Like, she needs to get really good on her offer suite and what she needs to sell. Sometimes it will be someone comes to you for a sales page and then when you talking to them, you realize that, no, you don’t need just a sales page you need like the whole of the bank, which is when you do wanna give them the idea so that they can see how the pieces fit together But, but yeah, in this case, this is like a straight shipment. Like, this is this is pure strategy. Yeah.

Yeah. Okay. Okay. I’ll let you know if it goes. It’s a one. So it’s an hour an hour away.

Okay. I’m gonna be in bed. Thank you. Are showing up. Yeah. And, the recording should be in, Slack Cooper usually ends.

That’s it. Thank you.

Bye. Bye, Jessica. Hey, Ralph.

Resting Rich Face

Resting Rich Face

Transcript

Hello. Hello, all. These smiling faces. Hello.

Thanks for your patience.

Free my cold.

But I’m stoked to share this today.

Yeah. Today’s training is called resting rich face, which I love, by the way.

Yeah. So I wanted to talk about this because it’s, it’s such an important thing how you show up on camera, which I know everybody, like, knows.

But in practice, it’s so different. So, I’ve been on calls with people where I’ve just wanted to coach them the whole way through. And I’m sure people have been on calls with me where they’re just like, Joe, what? But I actually don’t think that’s true. I think I actually am pretty okay at resting rich face and not coming off like, like, I’m cold.

So I wanted to I wanna share this note. This is a bit of a soft skill, right, which it has a worksheet for it because there are some parts that I think can be controlled where you can, like, go check check. I’ve done that check.

But overall, the objective now everybody got the worksheet, I assume. So I will share my screen right away. But, if you’ve got it, bring it up. If you’ve got it printed, get your pen out.

Jessica, I know you’re doing your walking, so put the paper against the treadmill screen and write on it.

And I do actually wanna do a little bit if it makes sense to, I wanna do a little bit of, like, skill drill stuff where we actually try on our resting rich face, and get some critiques on it, or some thumbs up. I’m like, well done. You’re super rich, and you don’t need anything from me. So that’s the idea.

Right? The idea is although nobody likes to talk about it, nobody likes to admit that this is the reality. The reality is people wanna do business with people that seem out of their league. They just do.

So anybody who’s trying to, hire you wants to believe you’re, like, a notch above what they can afford. Not out of range entirely, but but it’s like I don’t know if you’ve seen the Instagrams.

I’m on Instagram a lot now because Nicole is forcing me to, like, care about this stuff now.

There’s this, like a lot of people who are on there talking about style and how you look. And one has a really good piece of advice, which is always dress just a notch better than you’re expected to dress for the thing. Just a little just one little notch better. And I think, like, this is the kind of stuff that, that, like, nobody likes to talk about that we can but actually will one hundred percent help you get more clients to go, like, I really wanna hire him or, like, how do I like that person so much? And that’s what we wanna get. Right? That and it’s completely achievable.

One is resting rich face is you showing up on camera, always on camera, always very aware of what your background looks like, what your lighting is, where your camera is, and starting with a certain emotion.

So what I have found to be very useful and I was gonna go through and find some old calls to share with you, but I’ve got I’m I’m teaching this because I think it’s been really critical for me being able to charge a lot more than people seem to believe is, like, a comfortable amount to charge. Like, to be able to save fifty thousand dollars for a thing or more than that is, like, people have a hard time believing that it can be that easy. And I do think it comes down to, well, how are you presenting yourself on camera?

So we need to not just present ourselves a certain way, but also control the conversation in a certain way. And by that, I mean, in ten x f c, I have one thing that a few of you I know have been through ten x f c. And there’s, like, the Jennifer Lawrence, oh, hells no moment when you go into a call, and the idea going into a call is, oh, hells no. You can’t. This isn’t gonna work. So you go in auditioning them.

That alone, if you just walked forward in life from this point on and said, I auditioned them, Copy School Pro paid for itself. It that’s that alone, I I’m not it sounds dramatic.

You are auditioning them. When you think of it that way, when you go into it with that attitude, it’s not it’s bitchy attitude. It’s Richie attitude. You’re just going into it like, I don’t need this work.

I wanna like you, and then I wanna help you because I like you, and we can partner on this stuff together. But you’re not going into it acting like, I hope this works out for both of us. So you do think that. And, of course, you want the work, hopefully.

Let me just wanna charge more for it and make sure that they’re, like, so ready to work with you. They’re so excited to give you the money for this work, which can absolutely happen if you control the way you present yourself along with all of the other stuff we’re talking about. Right? So I wanna share my screen, and I apologize for the sneezing and coughing that are bound to happen any moment now.

I’m, like, holding them back right now and hoping to just push through.

Okay. Let me share my screen, and we’re gonna talk about how this works. Alright.

This is the part that I wanna share with you most. You already know I think everybody already knows. If you’re not, like, looking at the camera, you’re not doing right in the call. If your background is crap, you’re not doing right in the call.

If your lighting is crap, come on. We’re all better than that. We know better than that. Right?

Then come the other things, like, should you be sitting or standing? Now I like to teach that you should be standing. It’s more engaged. You’re really up and you’re in it. You can lean in.

However, there’s a certain sort of power move to sitting. So I want you to make an intentional choice. So not intentionally sit. I’m being intentional in my sitting, but sit intentionally or stand intentionally.

And we can talk a bit about that. You’ll know right now. You should know right out of the gate which one feels better for you, and it’s not the one that’s more comfortable, by the way. Sitting is gonna be more comfortable. It just that’s what our chairs do.

But it’s a question of what and we’re talking about this in the intensive as well. What who are you as the brand sitting in front of them?

This thought leader where we’re talking about the leader side of it. You as a thought leader in x, does that thought leader sit or stand?

You already know this. You already know what you should be doing. You know who you see best, who you respond best to when they’re sitting versus when they’re standing, and it’s not always the same for everybody. So which one is it for you? Stand, if you don’t know if it should be sit or stand, I’d say stand is a really good starting point. Default to the thing where you’re up and engaged because sitting invites the leaning back, which shouldn’t happen out of the gate.

And that brings us to this part. And we’ll talk more about these other parts here at the top. But this is, I think, an important distinction that I’ve learned for myself. And when I have analyzed tonight, I have analyzed so many sales calls over the years watching the best salespeople.

And salespeople where I was like, really? This is what you’re gonna do for a living?

I’ve watched them both. And the ones that do the best work or that are the most where by the end of it, you’re like, holy shit. I wanna work for that person. Like, I I don’t even wanna be in business. Like, I watched one salesperson one time do this, what we’re gonna talk about so masterfully.

I was like, I and she was selling enterprise into high, like, high big engineering teams, and she was so good that I was, like, so excited for her and everybody who was signing up for her stuff. So I was like, you just get to be around this incredible salesperson. And that’s exactly what we are here. Right?

We’re we’re salespeople in these calls. So what she did is she would open the call as we all should being very likable. You’re smiling out of the gate. You’re looking at the camera.

Go into hide self mode if you must, if you find yourself looking at yourself a lot, like, to make sure you’re okay. Like, first check check that you’re okay before you let them in the room, and then go hide self view so that you can really look at the camera and get a sense. Give them the sense that you’re looking right at them, that they have your complete attention. Have a notepad handy as always.

Right? We’re not gonna get into that, but you don’t wanna be typing the whole way. Make sure you’re recording, etcetera, etcetera. But the point is you wanna be likable out of the gate.

That’s when you smile. If you’re wondering and this is gonna sound really stupid like, Joe, why are you teaching us this? Trust me. Trust me on this today. While the cold meds are making me a little wonky, I’m not gonna lie. I’m feeling a little bit off.

But it’s often a good way, I think.

Slightly slightly like drinking.

So smile out of the gate. Not not a big dumb grin, for lack of a better word, but smiling.

Right? So we’re smiling. We’re happy. We’re smiling with our eyes. We’re smiling with our mouths.

We’re likable. We’re friendly. We’re chatting in a friendly quick way. But we are also, managing and owning this conversation.

You’re smiling like the richest person in the room smiles. Not that you are, but that’s what’s going on in your head, and it makes you likable. You’re nothing’s wrong in your life. Everything’s good in your life.

You’re smiling. Things are good. You’re leaning in. You’re flattering. I love your business. I love what you do at Canva.

I love what you do at TELUS. Oh my gosh. I love what you do at Johnson and Johnson.

I love x y z. Just leaning in and flattering. And this is leaning directly in. Like, my elbows are on the desk.

I’m leaning in, and I’m looking at you and smiling, and it’s all good. Not crazy eyes. Watch your crazy eyes. Don’t be crazy eyes, but smiling.

We’re having a good time. This is when you’re starting the call. This doesn’t last for that long. You’re just setting a tone.

This is like a minute on your triage call where we’re, like, a fifteen minute call, max a minute of this part. And then the middle column here, the disqualification, this is when we start to back away. Your body backs away a little bit. And by the time you are ready to actually hear real stuff from them, you are leaning back.

And as we all know, that requires them that they lean in. They’re looking to get the same level of engagement that they got from you out of the gate. This sounds like dumb playing because it freaking is. We’re copywriters.

We know that a lot of persuasion for people comes down to things that feel like a game, and you can pretend it’s not a game. You can pretend that that’s not how people do it, or you can do it, but, like, in a chill, masterful way. So not like leaning in, flattering. Did I say a flattering thing?

Now I lean back. How I probe? Then I show confusion.

But rather just, like, use your body with your questions to help reflect the attitude of a person who is genuinely curious, which is what everybody wants out of their copywriter, someone who is genuinely curious, who wants to work together but isn’t going to compromise, and who asks hard questions. So the disqualification part is where most people talk about qualifying them. Do you qualify? We wanna go into it disqualifying them, and that starts with an audition.

Now this is triage. This isn’t a sixty minute call. This is the call where you’re just trying to set a tone. Should we work together or not?

And you’re going in thinking we’re not gonna work together, but I like you. We’re gonna figure this out. We’re gonna, like I wanna spend fifteen minutes with you. If it’s nothing else, I at least get to know another person, and that’s cool.

That’s your attitude. You don’t say those words. It’s just your attitude. So then we disqualify them.

That is when we are auditioning them. Now what do I mean by auditioning?

All sorts of things. You will know it when you see it. You will know it when you do it. It is the part where you are basically asking them to share with you why they’re so awesome, and not, like, why is their business so awesome necessarily.

Like, nothing you can find online, like, with a Google search or just just by knowing their brand. But, like, get them to share with you why you, as a freelancer, would wanna spend your time working with them. And those are really simple questions. Right?

We’re we’re already asking these questions. Where do you wanna be? Where are you now? Okay.

This is a gap of you wanna have ten thousand people on your list. You have five thousand people on your list. That’s a gap of five thousand. What’s causing the gap?

This is where you’re curious. You’re asking questions. Auditioning is still we’re not leaning back yet. We’re still, like, asking questions.

Okay. That’s a gap of blah blah blah. What’s causing the gap? Okay. How have you tried solving that?

You’re taking notes. You’re curious.

Then they’re starting to answer in ways that are concerning. And we all know that when they’re answering questions in this triage call, they also have their backs up a little bit. Right? So they’re not gonna give you everything, and you know that going into it.

If you don’t know that, if you haven’t experienced it, that’s the reality. That’s what you will be seeing if you haven’t seen it yet. I’m sure we’ve all seen that. So they’ve got their backs up a bit.

They’re also a little bit of a wall, and they’re going to give you half truths for things. They’re not gonna tell you everything. You get to know that that’s not true, and you get to ask them then probing questions. And this is the part where you start to turn into, the rich consultant who doesn’t need this job.

So I’m gonna need the my lead here to get real with me. So you’re telling me you’re at five thousand leads right now. You wanna get to ten thousand. These five thousand leads came in in the last three years.

And when did you wanna get to these these other five thousand leads in the next three months?

Can you walk me through, like, your thinking there? That’s where you’re allowed to actually dig in and start leaning back a bit. Like, convince me now that you’re not on your mind that, like, you have these big growth objectives, but you actually have, like, this the good sense to do the work well.

And this is where you start to show this confused curiosity. Like, wait. Okay. There must be something I’m not understanding.

So please help me understand.

You wanna double your list that took three years. Am I hearing just I just wanna make I wanna make sure. You wanna double your list that took three years in the next three months.

What where walk me through what’s actually happening here. Like, walk me through where this is coming from. I’d really love to know. You’re curious, but you’re confused.

They’re now going like, oh, shit. I’m about to be found out for not really knowing everything under the sun. Maybe I’m taking this call because someone on my team was supposed to take the call, and they’re sick today. But I still wanted to take the call because I still wanna do this or whatever it is.

I feel ill prepared to answer these questions. Oh my gosh. Can we just, like, figure out if we can even work together and now blah blah blah blah. So we don’t wanna make them feel uncomfortable, but we need to recognize that if all you do is smile and go, oh my gosh.

That’s genius. That’s perfect. That’s amazing. I love that. We can still do that. That’s so good but a good idea.

That sounds great. And with your brand, there’s no way this won’t work. If you keep doing all that kind of stuff the whole way through, that’s I have not seen that work well. What I’ve seen work well is like below the gate, leaning in, flattering, then you switch to auditioning them, ask them the questions that you need answered, better understand how they work with freelancers, how they value the specialization that you have.

As they say things that are confusing, lean back a little at a time, still making notes.

Your confused curiosity shouldn’t be like you furrowing your brow your whole time going like, what? Like, it’s not that. It’s not far over on the other side like, that sounds dumb. But rather at that balancing point where you’re like, okay. I don’t I’m not quite getting this. It’s not a hundred percent clear to me.

Please, like, explain this part to me as if it’s my first day on the job because I really, really wanna understand what’s happening for your business and how I can help you. And when you do that, some people may not like it. I don’t know who they are. Because when I do that, people tend to lean in and share them with you.

Like, oh, okay. Cool. Let me share this with you, but we only have fifteen minutes, don’t we? Yeah.

We do. So can you give me, like, the Coles notes version of that? And then they do. And that’s that is what I have seen.

That is what I’ve seen over thirteen years of doing this stuff out of in house.

And so that’s something that I would recommend for you is this disqualification area is really the part where if you think of yourself as, like, you’re leaning in, you’re at, like, a forty five degree angle. That’s too much leaning in, by the way. Then you go up to to ninety degrees, and then you go back to a hundred and thirty five, a hundred and twenty five, probably closer. But that’s what you wanna do is slowly lean back and then come around to the thing that they want.

They liked you out of the gate. Likable is huge. They have told you real things and you’ve asked them. You’ve probed not as, like, a curious little butterfly, but as, like, a curious consultant who just wants to know, like, because can I help you or can’t I? And if I don’t understand, then I can’t help you.

Toward the point where now you’re like, got it. Okay. So I see what you’re looking for now. Thank you for explaining that to me.

Here’s what I know we only got fifteen minutes. We got, like, four minutes left in this. So here’s what I would say. This is when you start leaning in again.

You’re smiling a bit more. You’re not like not like you were out of the gate, but you’re smiling. Now you guys are on the same page. Right?

This could work really well. I think that I could help you out with this, but only if and then you go back through the things that they said. Only if that thing that you said at that point is actually true. So only if you are really going to put a hundred thousand dollars into Facebook ads to grow your list by five thousand given that you’ve spent no money.

So can we say that that’s for sure that you’re gonna put that money? That’s already set up. Perfect. So I could see it as working then.

I could see being able to help you get there if that’s true. And, frankly, I’d really love to do this with you. As I mentioned, I love Johnson and Johnson, whatever that thing is. I’m I have your pills on my desk right now.

I don’t know what the thing is. Right? But you’re you’re getting back into, like, this would be cool. I do this all the time.

Do it for clients like x y z.

It starts at ten grand. How does that sit with your budget?

Cool.

Great. And then I think we should do this. So but we won’t know until we dig deeper in. So, the next step is a longer call, and then you go into the part that takes them over toward that, the next step, which is that sixty minute call that we talk about in freelancing school, and that we can talk about more here if you want to.

But that is the long and the short of it, where you wanna go through and come up with your own auditioning questions. What are the things that you often find yourself asking? What do you need to know from leads when you’re first talking to them during this triage call? And then we can talk more about how resting rich face works, but it really does come down less to less to, like, just do Zoom background stuff.

That’s one thing. And more to the attitude that you bring and the mood that that attitude helps to create.

Remember that people like likable, and they want that likable person that they liked out of the gate to like them back. So we can use that to have more productive calls and use some body language to go back and then come back together, and they feel a connection.

That isn’t true if you’re just always sitting there stoically looking, smiling, and doing things that just don’t feel engaging. So does that all make sense?

Yeah?

Questions?

No?

No?

Do you not say, like, anything about your process in that initial discussion?

So this is just, that would be in the part where we’re like, this would only work if, if that’s true. Cool. And if that’s true, great. Here’s how I get things done.

This is why I think it would work well for your business just based on this conversation we’ve had so far. Do you agree? How does that sound? I’m always getting the buy in from them as you’re going through.

But the point here is, yeah, you do have fifteen minutes. We’re focusing less on the script and more on intentionally doing the right things to get the right emotional reaction as you go. Mhmm. Cool?

Cool.

Oh, wait. I have a question.

Naomi?

Is the goal to find something problematic?

I feel like a lot of times I’m working with very skilled marketers, sometimes people who I’ve worked with in the past.

So, like, is what if there’s nothing like, is the goal to find something problematic in their proposal or their presentation?

And if so, what what if there’s nothing you can sort of pick apart?

No. The goal isn’t to, like, look for problems. The reality is that there usually is a problem. Or and it’s not even a problem. It’s like, help me understand what’s going on there.

And that’s, like, the curiosity that copywriters bring to the table. I’ve never I can’t remember ever having been in a triage or even a sales call where I was perfectly satisfied with what the client or lead was saying to me. It’s usually like I don’t know how that works. And you’re like, junior more junior freelancers, like, keep that to themselves, right, and go like, oh, okay. That’s really interesting. And then they’re like, I have no idea how that works, or is that even the right way to do it? Instead of saying, like, why can I ask you, like, why you’re taking that approach?

And if you do that while looking at them, you’ve already set up that you’re likable. They booked the call with you. If you can ask those questions with confused curiosity so there’s sometimes you’re gonna dial up the confusion, and sometimes you’re gonna dial up the curiosity.

And that’s really up to you. If you’re in a call and everything they say is, like, hunky dory, that’s amazing.

That’s cool. It’s just so rare, and it might require that you be more challenging.

Because if if their idea is perfect I I’m a smart marketer. I don’t I don’t have perfect ideas, and I can always benefit from a consultant coming in and saying, like, that’s cool. I like what you’re saying. What I’m confused about is this part. Can you help me understand that part? And then I’m like, oh, yeah. For sure.

Versus this all sounds perfect.

No notes, which is just so rare. Right? You’re allowed to have notes. Does that make sense, Naomi?

It makes sense. I’m just thinking through my client base, and a lot of the things feel very standard. Like, we’re doing a webinar and we need emails and LinkedIn ads, or we need a new website because we’re going for a funding round. Not that there’s no questions, just it feels like, okay. This is pretty typical.

This feels a little bit normal. So I’m trying to think of, like like, sure. I wanna know the context, and I wanna know who’s involved and what are the goals, but it doesn’t seem like it doesn’t make there there aren’t so many things that don’t make sense to me so much.

That’s fair. I mean, I would say put on your consulting hat instead of and maybe that’s just a difference in how you approach people, and that can be really valuable or depends on the kinds of projects that you’re getting.

I I know that there’s a lot of different ways people can go about doing things. I usually have some level of assumption. If someone says I want to have a million dollar launch, I wanna know a lot about that. What was your last launch? If the last launch was a hundred thousand, we got a problem. If the last launch was nine hundred thousand, we should probably shoot for higher than a million this time. Right?

So there’s you so it depends. It all depends. But what I wanna make sure I’m doing is getting in bed with people who are genuinely challenging the way things are so that I think this is maybe part of it. I’m only working with people who have really great ideas, and they’re open to better ways of doing them. Does that make sense?

Yeah. No. I like the idea. I just think that think it’ll take a little bit of thinking to figure out where those questions are, Because a lot of times with b two b, the numbers are not as like, the quality of the leads is a lot more important than the actual conversion rate.

And so sometime oh, I think a lot of times, the actual growth rates are not the top top priority, especially if it’s a little bit more top of funnel is what I found. So, a lot of those, like, numbered questions, I don’t find resonate as much. But I definitely think that there are probing questions. I’ll just have to figure out what those are.

Yeah. And, honestly, like, I have worksheets there to, like, fill in questions, like, some auditioning questions, which is really good if you’re specializing. Right? So I’m not sure, Naomi, that you’ve landed on that specialization yet. And if you have, if it’s top of funnel, then you just, like, identify what some of those questions are out of the gate. Most marketers, especially the kinds of marketers that you talk about working with, Naomi, are very interested in getting results for everything. I don’t especially in this economy and the reality of what’s going on right now.

Nobody is investing in things that they can’t measure because you’ve got to report to shareholders, to your board, to everybody.

And they need to know that even if it’s two thousand dollars spent on a freelancer, was it two thousand dollars well spent? So that’s where some of those numbers questions can come in. But it doesn’t even come down to numbers necessarily. Right? It’s really just a matter of, do you feel like you’re getting your work you’re gonna work with a client who, you can talk with is what it maybe comes down to a bit more. Yeah.

I I think it’s it’s also that there’s more of a shift from PPC to more of an ABM approach, more content marketing. And so it’s not that it’s not measurable. They’re still looking at the pipeline. They still think how many opportunities come in, but there are so many touch points that that kind of attribution tracking is not really in place for series b, series c startup. They don’t necessarily have the data infrastructure to be able to say exactly how things got from point a to point b.

So it’s Awesome.

Like, they’re definitely metrics to track, but it’s not always easy easy to figure out which ones.

Yeah. Totally.

Okay. Very cool.

What I would love to do now I know Jessica, Caroline, Stacy, you are off camera.

But I wanna role play. I wanna give out some resting rich face, action. So does anybody we need someone to be a client and someone to be the freelancer, And it’s fun. There’s this is a small group of us. A resting pot noodle face. What?

What is pot noodle? What the pot noodle?

I don’t know. It just, like that’s why I eat when I’m broke, so it kinda made sense.

Pot noodle. That’s hilarious.

Does anybody wanna give it a shot? Just the part where you’re working through the the likability of the lean in versus lean back.

Who wants to give it a shot?

I’m happy to play either role.

Okay. Anybody else wanna play?

I can be a client.

Okay. Naomi is client. Andrew is freelancer. Naomi is from what business?

Oh, I don’t know. I’ll say I’ll say monday dot com.

I would say monday dot com.

Okay. Naomi is from monday dot com, and she is looking for somebody to work on Andrew, what’s your what would you what would she be calling you for?

We’re gonna redo the home page. Okay. Because that’s everyone’s favorite.

Just the home page. No one don’t wanna do that. Naomi, you gotta make up some goals on the fly, stuff like that. Have the call, make it go. We are practicing, and it’s supposed to be fun while we’re at it.

Practicing everything that we just walked through. So opening the call.

This qualification and casual conversion.

Are we ready? Andrew, sorry.

So am I are we doing all of them, or we’re just starting with the opening?

You can just start just to, like, play around with the open through to beginning disqualification to get to a place of, showing confused curiosity.

Okay.

Paying attention to your face, looking in the camera, all of the stuff. Cool?

Okay. Yep.

Alright. Well done, you two.

And you’re actually kind of just winging it.

But Yeah.

Can I can I ask one follow-up question? Yeah. What’s your take on, like, small talk?

I so one of the things that I find useful, and I heard this from somebody at some point, is to say out of the gate, hey. I’ve got it in my calendar that we’ve got fifteen minutes to talk today. Is that right? Is that what you’ve got too? Cool. That’s not a lot of time. Do you just wanna jump in?

That is really good for that. Cool.

Alright. Cool.

Awesome. Alright. Alright. Ring ring. Zoom call starts.

Alright. Hey, Naomi. Can you hear me okay?

Yeah. How are you?

I’m good. I’m good. How are you? Yeah.

Doing well. Thank god.

Good. Glad to hear. Glad we could find some time to talk.

I have on our calendar that we just have about fifteen minutes here. Is that, is that what you have?

Yeah.

Okay. Cool. So let’s, let’s go ahead and just dive in because we have a lot to talk about and not a whole lot of time.

So, basically, the purpose of this call is for us to just chat and see if we have a suitable enough fit between us to warrant a second call where we could dive in deeper to talk about what a project might look like. Does that sound good for you?

Yeah.

Okay. Awesome. So, first question, how did you hear about me?

A friend recommended recommended you.

Must have seen LinkedIn or worked with you.

And yeah. So I figured I’d reach out.

Oh, great. Brian. Right? It was was it Brian who who?

Yeah. Yeah. Definitely.

Okay.

Brian’s guy. Awesome. Great. Yeah. Love Brian. Smart guy.

Awesome. So I have here that you said you were looking for someone to help overhaul your, homepage for Monday dot com. Could you tell me a little bit about what’s driving that? Like, what was going on in the business that made you say, okay. We need to start reaching out to people to find someone to overhaul our landing page.

Yeah. For sure. So we are moving towards more of an enterprise market.

Monday dot com is very different from Asana or Trello. It’s much more robust.

You can create a lot of your own apps and a lot of your own workflows, and so we really wanna emphasize that. We don’t think we’re doing a good enough job, And we want typically, we attack teams, and then we expand from there. And we want to push our enterprise efforts even further.

And we also have a different model now. We have different solutions where before we just had the general solution. Now we have solution for sales, a solution for marketing. We’re opening up a solution for HR.

And we feel like our current vision doesn’t really our our current home page doesn’t really encapsulate all of those new elements.

Okay.

So it sounds like there’s a lot going on product wise, and maybe some changes in terms of positioning, that kind of thing, new products, things like that.

I’m curious why you’ve decided to focus on the home page, for this update. Could you share a little bit of with me about why you think the home page is the focus here?

Well, we’re also working on the individual product pages, but we feel like Monday as a brand, the the homepage is really our digital storefront, and it’s people still think of us as a project management tool. And we’re hoping that the home page, when people land there, can give them a clearer image of who we are and what our value proposition is because that’s really our central component. Like, we have a huge acquisition team that’s working on different ads. We can add home teams, but the home page is sort of the central location. So we feel that if we shift the home page, then it’ll be clearer for people, to understand that new brand identity.

Okay.

I appreciate you sharing that.

Alright. Let’s let’s come back to that. I’m I’m a little bit curious. So, you know, with all of these changes that are happening, have has your team been able to document your updated positioning and messaging for these new products? So, you know, say, if we were to work together, if you’re gonna work with someone like me, what are you gonna have in place to help them understand exactly what I don’t know where I’ll do it. I don’t know where we’re coming with this.

I was trying to get into it, Andrew.

I I was just trying to, I You cut yourself short.

You’re doing great. You’re doing great.

It’s just a I know how to use this product.

I just didn’t know where we were gonna No.

No. I was just gonna watch you as long as I could. It’s like reality TV that I’ve just I’ve always wanted to see.

And I was trying to manufacture I was trying to manufacture a little bit of confused curiosity, but, no.

I appreciate it. Well done, Andrew. Well done, Naomi.

Naomi. Thank you.

Yes. Great stuff.

Notes. Well intentioned, loving notes for Andrew.

How did the lean in versus lean back go?

Come on. I thought he looked genuinely confused, curious. It was I was very sold. Yeah. Confused face was great. It was confused curiosity.

Clearly, you were paying attention.

I didn’t find it was distinct enough from the first face.

Yeah. Okay.

Yeah. Starting face just be a little smiley.

And I think I think naturally, I am smiley. I think that I default to the I I tend to be pretty friendly on the Yeah. Those opening calls. So that part comes naturally.

And I I think the rest kinda does too. I think it’s it’s but it I definitely know what you’re talking about about, like, when you hear something and you just kinda nod along, and you’re like, okay. Sure. And that’s over time, I’ve definitely gotten better at that at being a little bit more like, alright.

Hold up. Yeah.

That again.

So yeah. And, also, I appreciate your, tip on how to start how to how to politely skip small talk. Although, I don’t I don’t mind a little bit of small talk. I don’t I’m not above talking about the weather. So you know?

No. That’s cool. Feel free, yeah, to do that. What if you tilted your camera down a bit more? Can you try that?

Let’s see.

Just so we can see you lean back more.

That way if you lean back versus lean in now lean in, and now lean back. Leaning in?

Yeah.

Back. Yeah.

I I don’t know how everybody else feels about that, but to me, it feels more if I’m paying attention to you and I see you lean back, that’s a different feel versus leaning forward.

I would play with it. Smiling in. Yeah. Smile in. Question back. Use it back.

And in.

I love it.

I I love this stuff.

Like, I’m all about like, whenever you talk about, like, the you know, it’s a game. It’s I’m like, I’m all for it. I I love that part. I love Totally.

Right?

That’s awesome.

Cool. Otherwise, you weren’t taking notes during. Do you typically not take notes during? I type. Oh, you do type. Okay.

I type, and I actually tend to type a lot.

I don’t know how bad the sound is. Like, I don’t know if I’m you know?

Hopefully, it’s not too bad. Not at all. Sweet. I have a good mic here. Here.

So Okay.

That’s great. Yeah. Okay.

That helps. But, yeah, I take a lot of notes.

Cool. I have a question.

Yeah.

So if a company like I think they have, like, two thousand employees now.

I I’m wondering what it makes like, if they say, okay. We’re gonna redo the home page. This might be, like, a directive from the CEO saying, like, we have to redo the home page, and there might be less wiggle room about the actual project that needs to take place versus, like, their idea of how the messaging is going to happen or, like, details about the project.

Like, do you still think it makes sense to, like, quest at that point, like, for that kind of company, would it still make sense to question the actual, like, should we do this project, or, like, factors around the project itself?

So when I say, like, question it, I’m not necessarily saying get them to change their idea. Is that what you’re saying, Naomi?

Well, like, I I feel like there’s, yeah, like, there’s two different kinds of questions. Like, like, to ask, like, does this make any sense? Like, it may not really be their decision. They might be limited in Yeah.

And that’s cool. You’re a consultant. It like, we’re always leaning more towards consultant the more pro we get. Right? So we’re still doing, but you’ve gone through all of the early work of accepting.

And and now you’re at a place where you’re like, hang on.

I need to better understand this. So in you saying, hang on. I need to better understand this. You are just consulting with them in that moment.

And even if the person that you’re talking to is like, oh, I have I have no idea. I can’t change that. I don’t do anything with that. That’s not me.

That’s that’s okay. You don’t have to it doesn’t need to resolve in something. What you’re doing is showing that you know what’s up and asking the questions that you need answered in order to say yes or no, where we’re defaulting to no, of course. Right?

Start with no. Get them on board after auditioning them. Get them on board with what it takes to move forward with you. Does that make sense?

It it doesn’t mean you have to say, you think it should be a home page, and I think it should be a landing page. You can say that, but we also understand that they’ve got most people have, like, direction coming from someone else. And, like, the business has decided this, and they’re looking for a copywriter to work on that thing. Andrew, were you gonna add to this?

Yeah. Well, I guess one question for Naomi. I guess, when you’re talking to these people on that initial call, does that person typically have the authority to sign, like, to sign off on the budget and, like, sign the contract, or do they have to usually kick it upstairs to someone else?

No. I’m working with a lot of smaller companies. So, usually, they do have the budget, although some times they’ll have to get approval from the CEO. Okay.

But, typically, now they do. But, like, for a larger company, like, Monday dot com, like, in my mind, it would be, like, the CEO told us we have to redo the home page, so we have to redo the home page. Like, there’s no, like, that that’s just what they were told to do. That’s the end.

That’s the the answer.

Yeah. I gotcha. Okay. I mean, part of why I asked is because I was thinking, like, something I think this I think it’s Allen Weiss, who I learned this from, but, like, he has the the idea that, like, if you’re talking to, like, if you’re talking to someone who doesn’t have the authority to say yes, then, like, anyone who you’re talking to can say no.

Right? Like, someone could if you’re talking to someone who doesn’t have the authority to say yes, they might have the authority to say no. And so to me, that signals, like, maybe a need to bring someone else into the next call who has, like who’s, like, higher up and who, like because you have the lower level people are thinking, okay. We have these tasks to do, and here’s our timeline, and here’s our budget, and we need to check this.

And then sometimes, like, if you bring in someone who, like, hey. On your next call, why don’t we have the CMO join? And then all of a sudden you realize that that stuff that was, like, written in stone isn’t actually written in stone, and the person above them is like, oh, yeah. We can expand this or change this or, you know, do this because that person’s, like, thinking more long term, thinking more about value rather than the the manager who’s trying to, like, check all the boxes and make sure that things happen on time.

So that that was sort of that was part of my thought. And then I guess the other thing is, like, digging into, like, why do you why a home page? And it’s like, oh, because the CEO then it’s like, okay. Well, why does the CEO want that?

And so I think that there’s still, like, an opportunity to keep probing there. But I don’t know if any of that was useful, but, I just thought No.

That’s fair. That’s a good point.

Yeah. Awesome. Thanks, Andrew.

And Stacy added the economic buyer. Totally.

Awesome. Okay. How is everybody feeling about the idea of presenting resting rich face?

Even if it’s just knowing that you should. Like, that’s the starting point. Just know that that’s the more ideal thing.

I think a lot of people naturally have, like in this room have, like, a naturally good personality. But I I just wanna note, like, in that beginning, as you open the call, more energy, more enthusiasm, I have found is always better. I’ve seen smart, smart people lose the lead almost immediately because they just weren’t in it. There wasn’t a sense of energy of let’s connect of being there and having something to offer, I would just keep calling it energy.

So that’s where all the smiling happens, then no smiling. Then we’re, like, really focused on not smiling. We’re listening. We’re thoughtful.

We’re strategic people, and then we come back on board with, like, chill smile. Does that all make sense? The flow? Cool.

Transcript

Hello. Hello, all. These smiling faces. Hello.

Thanks for your patience.

Free my cold.

But I’m stoked to share this today.

Yeah. Today’s training is called resting rich face, which I love, by the way.

Yeah. So I wanted to talk about this because it’s, it’s such an important thing how you show up on camera, which I know everybody, like, knows.

But in practice, it’s so different. So, I’ve been on calls with people where I’ve just wanted to coach them the whole way through. And I’m sure people have been on calls with me where they’re just like, Joe, what? But I actually don’t think that’s true. I think I actually am pretty okay at resting rich face and not coming off like, like, I’m cold.

So I wanted to I wanna share this note. This is a bit of a soft skill, right, which it has a worksheet for it because there are some parts that I think can be controlled where you can, like, go check check. I’ve done that check.

But overall, the objective now everybody got the worksheet, I assume. So I will share my screen right away. But, if you’ve got it, bring it up. If you’ve got it printed, get your pen out.

Jessica, I know you’re doing your walking, so put the paper against the treadmill screen and write on it.

And I do actually wanna do a little bit if it makes sense to, I wanna do a little bit of, like, skill drill stuff where we actually try on our resting rich face, and get some critiques on it, or some thumbs up. I’m like, well done. You’re super rich, and you don’t need anything from me. So that’s the idea.

Right? The idea is although nobody likes to talk about it, nobody likes to admit that this is the reality. The reality is people wanna do business with people that seem out of their league. They just do.

So anybody who’s trying to, hire you wants to believe you’re, like, a notch above what they can afford. Not out of range entirely, but but it’s like I don’t know if you’ve seen the Instagrams.

I’m on Instagram a lot now because Nicole is forcing me to, like, care about this stuff now.

There’s this, like a lot of people who are on there talking about style and how you look. And one has a really good piece of advice, which is always dress just a notch better than you’re expected to dress for the thing. Just a little just one little notch better. And I think, like, this is the kind of stuff that, that, like, nobody likes to talk about that we can but actually will one hundred percent help you get more clients to go, like, I really wanna hire him or, like, how do I like that person so much? And that’s what we wanna get. Right? That and it’s completely achievable.

One is resting rich face is you showing up on camera, always on camera, always very aware of what your background looks like, what your lighting is, where your camera is, and starting with a certain emotion.

So what I have found to be very useful and I was gonna go through and find some old calls to share with you, but I’ve got I’m I’m teaching this because I think it’s been really critical for me being able to charge a lot more than people seem to believe is, like, a comfortable amount to charge. Like, to be able to save fifty thousand dollars for a thing or more than that is, like, people have a hard time believing that it can be that easy. And I do think it comes down to, well, how are you presenting yourself on camera?

So we need to not just present ourselves a certain way, but also control the conversation in a certain way. And by that, I mean, in ten x f c, I have one thing that a few of you I know have been through ten x f c. And there’s, like, the Jennifer Lawrence, oh, hells no moment when you go into a call, and the idea going into a call is, oh, hells no. You can’t. This isn’t gonna work. So you go in auditioning them.

That alone, if you just walked forward in life from this point on and said, I auditioned them, Copy School Pro paid for itself. It that’s that alone, I I’m not it sounds dramatic.

You are auditioning them. When you think of it that way, when you go into it with that attitude, it’s not it’s bitchy attitude. It’s Richie attitude. You’re just going into it like, I don’t need this work.

I wanna like you, and then I wanna help you because I like you, and we can partner on this stuff together. But you’re not going into it acting like, I hope this works out for both of us. So you do think that. And, of course, you want the work, hopefully.

Let me just wanna charge more for it and make sure that they’re, like, so ready to work with you. They’re so excited to give you the money for this work, which can absolutely happen if you control the way you present yourself along with all of the other stuff we’re talking about. Right? So I wanna share my screen, and I apologize for the sneezing and coughing that are bound to happen any moment now.

I’m, like, holding them back right now and hoping to just push through.

Okay. Let me share my screen, and we’re gonna talk about how this works. Alright.

This is the part that I wanna share with you most. You already know I think everybody already knows. If you’re not, like, looking at the camera, you’re not doing right in the call. If your background is crap, you’re not doing right in the call.

If your lighting is crap, come on. We’re all better than that. We know better than that. Right?

Then come the other things, like, should you be sitting or standing? Now I like to teach that you should be standing. It’s more engaged. You’re really up and you’re in it. You can lean in.

However, there’s a certain sort of power move to sitting. So I want you to make an intentional choice. So not intentionally sit. I’m being intentional in my sitting, but sit intentionally or stand intentionally.

And we can talk a bit about that. You’ll know right now. You should know right out of the gate which one feels better for you, and it’s not the one that’s more comfortable, by the way. Sitting is gonna be more comfortable. It just that’s what our chairs do.

But it’s a question of what and we’re talking about this in the intensive as well. What who are you as the brand sitting in front of them?

This thought leader where we’re talking about the leader side of it. You as a thought leader in x, does that thought leader sit or stand?

You already know this. You already know what you should be doing. You know who you see best, who you respond best to when they’re sitting versus when they’re standing, and it’s not always the same for everybody. So which one is it for you? Stand, if you don’t know if it should be sit or stand, I’d say stand is a really good starting point. Default to the thing where you’re up and engaged because sitting invites the leaning back, which shouldn’t happen out of the gate.

And that brings us to this part. And we’ll talk more about these other parts here at the top. But this is, I think, an important distinction that I’ve learned for myself. And when I have analyzed tonight, I have analyzed so many sales calls over the years watching the best salespeople.

And salespeople where I was like, really? This is what you’re gonna do for a living?

I’ve watched them both. And the ones that do the best work or that are the most where by the end of it, you’re like, holy shit. I wanna work for that person. Like, I I don’t even wanna be in business. Like, I watched one salesperson one time do this, what we’re gonna talk about so masterfully.

I was like, I and she was selling enterprise into high, like, high big engineering teams, and she was so good that I was, like, so excited for her and everybody who was signing up for her stuff. So I was like, you just get to be around this incredible salesperson. And that’s exactly what we are here. Right?

We’re we’re salespeople in these calls. So what she did is she would open the call as we all should being very likable. You’re smiling out of the gate. You’re looking at the camera.

Go into hide self mode if you must, if you find yourself looking at yourself a lot, like, to make sure you’re okay. Like, first check check that you’re okay before you let them in the room, and then go hide self view so that you can really look at the camera and get a sense. Give them the sense that you’re looking right at them, that they have your complete attention. Have a notepad handy as always.

Right? We’re not gonna get into that, but you don’t wanna be typing the whole way. Make sure you’re recording, etcetera, etcetera. But the point is you wanna be likable out of the gate.

That’s when you smile. If you’re wondering and this is gonna sound really stupid like, Joe, why are you teaching us this? Trust me. Trust me on this today. While the cold meds are making me a little wonky, I’m not gonna lie. I’m feeling a little bit off.

But it’s often a good way, I think.

Slightly slightly like drinking.

So smile out of the gate. Not not a big dumb grin, for lack of a better word, but smiling.

Right? So we’re smiling. We’re happy. We’re smiling with our eyes. We’re smiling with our mouths.

We’re likable. We’re friendly. We’re chatting in a friendly quick way. But we are also, managing and owning this conversation.

You’re smiling like the richest person in the room smiles. Not that you are, but that’s what’s going on in your head, and it makes you likable. You’re nothing’s wrong in your life. Everything’s good in your life.

You’re smiling. Things are good. You’re leaning in. You’re flattering. I love your business. I love what you do at Canva.

I love what you do at TELUS. Oh my gosh. I love what you do at Johnson and Johnson.

I love x y z. Just leaning in and flattering. And this is leaning directly in. Like, my elbows are on the desk.

I’m leaning in, and I’m looking at you and smiling, and it’s all good. Not crazy eyes. Watch your crazy eyes. Don’t be crazy eyes, but smiling.

We’re having a good time. This is when you’re starting the call. This doesn’t last for that long. You’re just setting a tone.

This is like a minute on your triage call where we’re, like, a fifteen minute call, max a minute of this part. And then the middle column here, the disqualification, this is when we start to back away. Your body backs away a little bit. And by the time you are ready to actually hear real stuff from them, you are leaning back.

And as we all know, that requires them that they lean in. They’re looking to get the same level of engagement that they got from you out of the gate. This sounds like dumb playing because it freaking is. We’re copywriters.

We know that a lot of persuasion for people comes down to things that feel like a game, and you can pretend it’s not a game. You can pretend that that’s not how people do it, or you can do it, but, like, in a chill, masterful way. So not like leaning in, flattering. Did I say a flattering thing?

Now I lean back. How I probe? Then I show confusion.

But rather just, like, use your body with your questions to help reflect the attitude of a person who is genuinely curious, which is what everybody wants out of their copywriter, someone who is genuinely curious, who wants to work together but isn’t going to compromise, and who asks hard questions. So the disqualification part is where most people talk about qualifying them. Do you qualify? We wanna go into it disqualifying them, and that starts with an audition.

Now this is triage. This isn’t a sixty minute call. This is the call where you’re just trying to set a tone. Should we work together or not?

And you’re going in thinking we’re not gonna work together, but I like you. We’re gonna figure this out. We’re gonna, like I wanna spend fifteen minutes with you. If it’s nothing else, I at least get to know another person, and that’s cool.

That’s your attitude. You don’t say those words. It’s just your attitude. So then we disqualify them.

That is when we are auditioning them. Now what do I mean by auditioning?

All sorts of things. You will know it when you see it. You will know it when you do it. It is the part where you are basically asking them to share with you why they’re so awesome, and not, like, why is their business so awesome necessarily.

Like, nothing you can find online, like, with a Google search or just just by knowing their brand. But, like, get them to share with you why you, as a freelancer, would wanna spend your time working with them. And those are really simple questions. Right?

We’re we’re already asking these questions. Where do you wanna be? Where are you now? Okay.

This is a gap of you wanna have ten thousand people on your list. You have five thousand people on your list. That’s a gap of five thousand. What’s causing the gap?

This is where you’re curious. You’re asking questions. Auditioning is still we’re not leaning back yet. We’re still, like, asking questions.

Okay. That’s a gap of blah blah blah. What’s causing the gap? Okay. How have you tried solving that?

You’re taking notes. You’re curious.

Then they’re starting to answer in ways that are concerning. And we all know that when they’re answering questions in this triage call, they also have their backs up a little bit. Right? So they’re not gonna give you everything, and you know that going into it.

If you don’t know that, if you haven’t experienced it, that’s the reality. That’s what you will be seeing if you haven’t seen it yet. I’m sure we’ve all seen that. So they’ve got their backs up a bit.

They’re also a little bit of a wall, and they’re going to give you half truths for things. They’re not gonna tell you everything. You get to know that that’s not true, and you get to ask them then probing questions. And this is the part where you start to turn into, the rich consultant who doesn’t need this job.

So I’m gonna need the my lead here to get real with me. So you’re telling me you’re at five thousand leads right now. You wanna get to ten thousand. These five thousand leads came in in the last three years.

And when did you wanna get to these these other five thousand leads in the next three months?

Can you walk me through, like, your thinking there? That’s where you’re allowed to actually dig in and start leaning back a bit. Like, convince me now that you’re not on your mind that, like, you have these big growth objectives, but you actually have, like, this the good sense to do the work well.

And this is where you start to show this confused curiosity. Like, wait. Okay. There must be something I’m not understanding.

So please help me understand.

You wanna double your list that took three years. Am I hearing just I just wanna make I wanna make sure. You wanna double your list that took three years in the next three months.

What where walk me through what’s actually happening here. Like, walk me through where this is coming from. I’d really love to know. You’re curious, but you’re confused.

They’re now going like, oh, shit. I’m about to be found out for not really knowing everything under the sun. Maybe I’m taking this call because someone on my team was supposed to take the call, and they’re sick today. But I still wanted to take the call because I still wanna do this or whatever it is.

I feel ill prepared to answer these questions. Oh my gosh. Can we just, like, figure out if we can even work together and now blah blah blah blah. So we don’t wanna make them feel uncomfortable, but we need to recognize that if all you do is smile and go, oh my gosh.

That’s genius. That’s perfect. That’s amazing. I love that. We can still do that. That’s so good but a good idea.

That sounds great. And with your brand, there’s no way this won’t work. If you keep doing all that kind of stuff the whole way through, that’s I have not seen that work well. What I’ve seen work well is like below the gate, leaning in, flattering, then you switch to auditioning them, ask them the questions that you need answered, better understand how they work with freelancers, how they value the specialization that you have.

As they say things that are confusing, lean back a little at a time, still making notes.

Your confused curiosity shouldn’t be like you furrowing your brow your whole time going like, what? Like, it’s not that. It’s not far over on the other side like, that sounds dumb. But rather at that balancing point where you’re like, okay. I don’t I’m not quite getting this. It’s not a hundred percent clear to me.

Please, like, explain this part to me as if it’s my first day on the job because I really, really wanna understand what’s happening for your business and how I can help you. And when you do that, some people may not like it. I don’t know who they are. Because when I do that, people tend to lean in and share them with you.

Like, oh, okay. Cool. Let me share this with you, but we only have fifteen minutes, don’t we? Yeah.

We do. So can you give me, like, the Coles notes version of that? And then they do. And that’s that is what I have seen.

That is what I’ve seen over thirteen years of doing this stuff out of in house.

And so that’s something that I would recommend for you is this disqualification area is really the part where if you think of yourself as, like, you’re leaning in, you’re at, like, a forty five degree angle. That’s too much leaning in, by the way. Then you go up to to ninety degrees, and then you go back to a hundred and thirty five, a hundred and twenty five, probably closer. But that’s what you wanna do is slowly lean back and then come around to the thing that they want.

They liked you out of the gate. Likable is huge. They have told you real things and you’ve asked them. You’ve probed not as, like, a curious little butterfly, but as, like, a curious consultant who just wants to know, like, because can I help you or can’t I? And if I don’t understand, then I can’t help you.

Toward the point where now you’re like, got it. Okay. So I see what you’re looking for now. Thank you for explaining that to me.

Here’s what I know we only got fifteen minutes. We got, like, four minutes left in this. So here’s what I would say. This is when you start leaning in again.

You’re smiling a bit more. You’re not like not like you were out of the gate, but you’re smiling. Now you guys are on the same page. Right?

This could work really well. I think that I could help you out with this, but only if and then you go back through the things that they said. Only if that thing that you said at that point is actually true. So only if you are really going to put a hundred thousand dollars into Facebook ads to grow your list by five thousand given that you’ve spent no money.

So can we say that that’s for sure that you’re gonna put that money? That’s already set up. Perfect. So I could see it as working then.

I could see being able to help you get there if that’s true. And, frankly, I’d really love to do this with you. As I mentioned, I love Johnson and Johnson, whatever that thing is. I’m I have your pills on my desk right now.

I don’t know what the thing is. Right? But you’re you’re getting back into, like, this would be cool. I do this all the time.

Do it for clients like x y z.

It starts at ten grand. How does that sit with your budget?

Cool.

Great. And then I think we should do this. So but we won’t know until we dig deeper in. So, the next step is a longer call, and then you go into the part that takes them over toward that, the next step, which is that sixty minute call that we talk about in freelancing school, and that we can talk about more here if you want to.

But that is the long and the short of it, where you wanna go through and come up with your own auditioning questions. What are the things that you often find yourself asking? What do you need to know from leads when you’re first talking to them during this triage call? And then we can talk more about how resting rich face works, but it really does come down less to less to, like, just do Zoom background stuff.

That’s one thing. And more to the attitude that you bring and the mood that that attitude helps to create.

Remember that people like likable, and they want that likable person that they liked out of the gate to like them back. So we can use that to have more productive calls and use some body language to go back and then come back together, and they feel a connection.

That isn’t true if you’re just always sitting there stoically looking, smiling, and doing things that just don’t feel engaging. So does that all make sense?

Yeah?

Questions?

No?

No?

Do you not say, like, anything about your process in that initial discussion?

So this is just, that would be in the part where we’re like, this would only work if, if that’s true. Cool. And if that’s true, great. Here’s how I get things done.

This is why I think it would work well for your business just based on this conversation we’ve had so far. Do you agree? How does that sound? I’m always getting the buy in from them as you’re going through.

But the point here is, yeah, you do have fifteen minutes. We’re focusing less on the script and more on intentionally doing the right things to get the right emotional reaction as you go. Mhmm. Cool?

Cool.

Oh, wait. I have a question.

Naomi?

Is the goal to find something problematic?

I feel like a lot of times I’m working with very skilled marketers, sometimes people who I’ve worked with in the past.

So, like, is what if there’s nothing like, is the goal to find something problematic in their proposal or their presentation?

And if so, what what if there’s nothing you can sort of pick apart?

No. The goal isn’t to, like, look for problems. The reality is that there usually is a problem. Or and it’s not even a problem. It’s like, help me understand what’s going on there.

And that’s, like, the curiosity that copywriters bring to the table. I’ve never I can’t remember ever having been in a triage or even a sales call where I was perfectly satisfied with what the client or lead was saying to me. It’s usually like I don’t know how that works. And you’re like, junior more junior freelancers, like, keep that to themselves, right, and go like, oh, okay. That’s really interesting. And then they’re like, I have no idea how that works, or is that even the right way to do it? Instead of saying, like, why can I ask you, like, why you’re taking that approach?

And if you do that while looking at them, you’ve already set up that you’re likable. They booked the call with you. If you can ask those questions with confused curiosity so there’s sometimes you’re gonna dial up the confusion, and sometimes you’re gonna dial up the curiosity.

And that’s really up to you. If you’re in a call and everything they say is, like, hunky dory, that’s amazing.

That’s cool. It’s just so rare, and it might require that you be more challenging.

Because if if their idea is perfect I I’m a smart marketer. I don’t I don’t have perfect ideas, and I can always benefit from a consultant coming in and saying, like, that’s cool. I like what you’re saying. What I’m confused about is this part. Can you help me understand that part? And then I’m like, oh, yeah. For sure.

Versus this all sounds perfect.

No notes, which is just so rare. Right? You’re allowed to have notes. Does that make sense, Naomi?

It makes sense. I’m just thinking through my client base, and a lot of the things feel very standard. Like, we’re doing a webinar and we need emails and LinkedIn ads, or we need a new website because we’re going for a funding round. Not that there’s no questions, just it feels like, okay. This is pretty typical.

This feels a little bit normal. So I’m trying to think of, like like, sure. I wanna know the context, and I wanna know who’s involved and what are the goals, but it doesn’t seem like it doesn’t make there there aren’t so many things that don’t make sense to me so much.

That’s fair. I mean, I would say put on your consulting hat instead of and maybe that’s just a difference in how you approach people, and that can be really valuable or depends on the kinds of projects that you’re getting.

I I know that there’s a lot of different ways people can go about doing things. I usually have some level of assumption. If someone says I want to have a million dollar launch, I wanna know a lot about that. What was your last launch? If the last launch was a hundred thousand, we got a problem. If the last launch was nine hundred thousand, we should probably shoot for higher than a million this time. Right?

So there’s you so it depends. It all depends. But what I wanna make sure I’m doing is getting in bed with people who are genuinely challenging the way things are so that I think this is maybe part of it. I’m only working with people who have really great ideas, and they’re open to better ways of doing them. Does that make sense?

Yeah. No. I like the idea. I just think that think it’ll take a little bit of thinking to figure out where those questions are, Because a lot of times with b two b, the numbers are not as like, the quality of the leads is a lot more important than the actual conversion rate.

And so sometime oh, I think a lot of times, the actual growth rates are not the top top priority, especially if it’s a little bit more top of funnel is what I found. So, a lot of those, like, numbered questions, I don’t find resonate as much. But I definitely think that there are probing questions. I’ll just have to figure out what those are.

Yeah. And, honestly, like, I have worksheets there to, like, fill in questions, like, some auditioning questions, which is really good if you’re specializing. Right? So I’m not sure, Naomi, that you’ve landed on that specialization yet. And if you have, if it’s top of funnel, then you just, like, identify what some of those questions are out of the gate. Most marketers, especially the kinds of marketers that you talk about working with, Naomi, are very interested in getting results for everything. I don’t especially in this economy and the reality of what’s going on right now.

Nobody is investing in things that they can’t measure because you’ve got to report to shareholders, to your board, to everybody.

And they need to know that even if it’s two thousand dollars spent on a freelancer, was it two thousand dollars well spent? So that’s where some of those numbers questions can come in. But it doesn’t even come down to numbers necessarily. Right? It’s really just a matter of, do you feel like you’re getting your work you’re gonna work with a client who, you can talk with is what it maybe comes down to a bit more. Yeah.

I I think it’s it’s also that there’s more of a shift from PPC to more of an ABM approach, more content marketing. And so it’s not that it’s not measurable. They’re still looking at the pipeline. They still think how many opportunities come in, but there are so many touch points that that kind of attribution tracking is not really in place for series b, series c startup. They don’t necessarily have the data infrastructure to be able to say exactly how things got from point a to point b.

So it’s Awesome.

Like, they’re definitely metrics to track, but it’s not always easy easy to figure out which ones.

Yeah. Totally.

Okay. Very cool.

What I would love to do now I know Jessica, Caroline, Stacy, you are off camera.

But I wanna role play. I wanna give out some resting rich face, action. So does anybody we need someone to be a client and someone to be the freelancer, And it’s fun. There’s this is a small group of us. A resting pot noodle face. What?

What is pot noodle? What the pot noodle?

I don’t know. It just, like that’s why I eat when I’m broke, so it kinda made sense.

Pot noodle. That’s hilarious.

Does anybody wanna give it a shot? Just the part where you’re working through the the likability of the lean in versus lean back.

Who wants to give it a shot?

I’m happy to play either role.

Okay. Anybody else wanna play?

I can be a client.

Okay. Naomi is client. Andrew is freelancer. Naomi is from what business?

Oh, I don’t know. I’ll say I’ll say monday dot com.

I would say monday dot com.

Okay. Naomi is from monday dot com, and she is looking for somebody to work on Andrew, what’s your what would you what would she be calling you for?

We’re gonna redo the home page. Okay. Because that’s everyone’s favorite.

Just the home page. No one don’t wanna do that. Naomi, you gotta make up some goals on the fly, stuff like that. Have the call, make it go. We are practicing, and it’s supposed to be fun while we’re at it.

Practicing everything that we just walked through. So opening the call.

This qualification and casual conversion.

Are we ready? Andrew, sorry.

So am I are we doing all of them, or we’re just starting with the opening?

You can just start just to, like, play around with the open through to beginning disqualification to get to a place of, showing confused curiosity.

Okay.

Paying attention to your face, looking in the camera, all of the stuff. Cool?

Okay. Yep.

Alright. Well done, you two.

And you’re actually kind of just winging it.

But Yeah.

Can I can I ask one follow-up question? Yeah. What’s your take on, like, small talk?

I so one of the things that I find useful, and I heard this from somebody at some point, is to say out of the gate, hey. I’ve got it in my calendar that we’ve got fifteen minutes to talk today. Is that right? Is that what you’ve got too? Cool. That’s not a lot of time. Do you just wanna jump in?

That is really good for that. Cool.

Alright. Cool.

Awesome. Alright. Alright. Ring ring. Zoom call starts.

Alright. Hey, Naomi. Can you hear me okay?

Yeah. How are you?

I’m good. I’m good. How are you? Yeah.

Doing well. Thank god.

Good. Glad to hear. Glad we could find some time to talk.

I have on our calendar that we just have about fifteen minutes here. Is that, is that what you have?

Yeah.

Okay. Cool. So let’s, let’s go ahead and just dive in because we have a lot to talk about and not a whole lot of time.

So, basically, the purpose of this call is for us to just chat and see if we have a suitable enough fit between us to warrant a second call where we could dive in deeper to talk about what a project might look like. Does that sound good for you?

Yeah.

Okay. Awesome. So, first question, how did you hear about me?

A friend recommended recommended you.

Must have seen LinkedIn or worked with you.

And yeah. So I figured I’d reach out.

Oh, great. Brian. Right? It was was it Brian who who?

Yeah. Yeah. Definitely.

Okay.

Brian’s guy. Awesome. Great. Yeah. Love Brian. Smart guy.

Awesome. So I have here that you said you were looking for someone to help overhaul your, homepage for Monday dot com. Could you tell me a little bit about what’s driving that? Like, what was going on in the business that made you say, okay. We need to start reaching out to people to find someone to overhaul our landing page.

Yeah. For sure. So we are moving towards more of an enterprise market.

Monday dot com is very different from Asana or Trello. It’s much more robust.

You can create a lot of your own apps and a lot of your own workflows, and so we really wanna emphasize that. We don’t think we’re doing a good enough job, And we want typically, we attack teams, and then we expand from there. And we want to push our enterprise efforts even further.

And we also have a different model now. We have different solutions where before we just had the general solution. Now we have solution for sales, a solution for marketing. We’re opening up a solution for HR.

And we feel like our current vision doesn’t really our our current home page doesn’t really encapsulate all of those new elements.

Okay.

So it sounds like there’s a lot going on product wise, and maybe some changes in terms of positioning, that kind of thing, new products, things like that.

I’m curious why you’ve decided to focus on the home page, for this update. Could you share a little bit of with me about why you think the home page is the focus here?

Well, we’re also working on the individual product pages, but we feel like Monday as a brand, the the homepage is really our digital storefront, and it’s people still think of us as a project management tool. And we’re hoping that the home page, when people land there, can give them a clearer image of who we are and what our value proposition is because that’s really our central component. Like, we have a huge acquisition team that’s working on different ads. We can add home teams, but the home page is sort of the central location. So we feel that if we shift the home page, then it’ll be clearer for people, to understand that new brand identity.

Okay.

I appreciate you sharing that.

Alright. Let’s let’s come back to that. I’m I’m a little bit curious. So, you know, with all of these changes that are happening, have has your team been able to document your updated positioning and messaging for these new products? So, you know, say, if we were to work together, if you’re gonna work with someone like me, what are you gonna have in place to help them understand exactly what I don’t know where I’ll do it. I don’t know where we’re coming with this.

I was trying to get into it, Andrew.

I I was just trying to, I You cut yourself short.

You’re doing great. You’re doing great.

It’s just a I know how to use this product.

I just didn’t know where we were gonna No.

No. I was just gonna watch you as long as I could. It’s like reality TV that I’ve just I’ve always wanted to see.

And I was trying to manufacture I was trying to manufacture a little bit of confused curiosity, but, no.

I appreciate it. Well done, Andrew. Well done, Naomi.

Naomi. Thank you.

Yes. Great stuff.

Notes. Well intentioned, loving notes for Andrew.

How did the lean in versus lean back go?

Come on. I thought he looked genuinely confused, curious. It was I was very sold. Yeah. Confused face was great. It was confused curiosity.

Clearly, you were paying attention.

I didn’t find it was distinct enough from the first face.

Yeah. Okay.

Yeah. Starting face just be a little smiley.

And I think I think naturally, I am smiley. I think that I default to the I I tend to be pretty friendly on the Yeah. Those opening calls. So that part comes naturally.

And I I think the rest kinda does too. I think it’s it’s but it I definitely know what you’re talking about about, like, when you hear something and you just kinda nod along, and you’re like, okay. Sure. And that’s over time, I’ve definitely gotten better at that at being a little bit more like, alright.

Hold up. Yeah.

That again.

So yeah. And, also, I appreciate your, tip on how to start how to how to politely skip small talk. Although, I don’t I don’t mind a little bit of small talk. I don’t I’m not above talking about the weather. So you know?

No. That’s cool. Feel free, yeah, to do that. What if you tilted your camera down a bit more? Can you try that?

Let’s see.

Just so we can see you lean back more.

That way if you lean back versus lean in now lean in, and now lean back. Leaning in?

Yeah.

Back. Yeah.

I I don’t know how everybody else feels about that, but to me, it feels more if I’m paying attention to you and I see you lean back, that’s a different feel versus leaning forward.

I would play with it. Smiling in. Yeah. Smile in. Question back. Use it back.

And in.

I love it.

I I love this stuff.

Like, I’m all about like, whenever you talk about, like, the you know, it’s a game. It’s I’m like, I’m all for it. I I love that part. I love Totally.

Right?

That’s awesome.

Cool. Otherwise, you weren’t taking notes during. Do you typically not take notes during? I type. Oh, you do type. Okay.

I type, and I actually tend to type a lot.

I don’t know how bad the sound is. Like, I don’t know if I’m you know?

Hopefully, it’s not too bad. Not at all. Sweet. I have a good mic here. Here.

So Okay.

That’s great. Yeah. Okay.

That helps. But, yeah, I take a lot of notes.

Cool. I have a question.

Yeah.

So if a company like I think they have, like, two thousand employees now.

I I’m wondering what it makes like, if they say, okay. We’re gonna redo the home page. This might be, like, a directive from the CEO saying, like, we have to redo the home page, and there might be less wiggle room about the actual project that needs to take place versus, like, their idea of how the messaging is going to happen or, like, details about the project.

Like, do you still think it makes sense to, like, quest at that point, like, for that kind of company, would it still make sense to question the actual, like, should we do this project, or, like, factors around the project itself?

So when I say, like, question it, I’m not necessarily saying get them to change their idea. Is that what you’re saying, Naomi?

Well, like, I I feel like there’s, yeah, like, there’s two different kinds of questions. Like, like, to ask, like, does this make any sense? Like, it may not really be their decision. They might be limited in Yeah.

And that’s cool. You’re a consultant. It like, we’re always leaning more towards consultant the more pro we get. Right? So we’re still doing, but you’ve gone through all of the early work of accepting.

And and now you’re at a place where you’re like, hang on.

I need to better understand this. So in you saying, hang on. I need to better understand this. You are just consulting with them in that moment.

And even if the person that you’re talking to is like, oh, I have I have no idea. I can’t change that. I don’t do anything with that. That’s not me.

That’s that’s okay. You don’t have to it doesn’t need to resolve in something. What you’re doing is showing that you know what’s up and asking the questions that you need answered in order to say yes or no, where we’re defaulting to no, of course. Right?

Start with no. Get them on board after auditioning them. Get them on board with what it takes to move forward with you. Does that make sense?

It it doesn’t mean you have to say, you think it should be a home page, and I think it should be a landing page. You can say that, but we also understand that they’ve got most people have, like, direction coming from someone else. And, like, the business has decided this, and they’re looking for a copywriter to work on that thing. Andrew, were you gonna add to this?

Yeah. Well, I guess one question for Naomi. I guess, when you’re talking to these people on that initial call, does that person typically have the authority to sign, like, to sign off on the budget and, like, sign the contract, or do they have to usually kick it upstairs to someone else?

No. I’m working with a lot of smaller companies. So, usually, they do have the budget, although some times they’ll have to get approval from the CEO. Okay.

But, typically, now they do. But, like, for a larger company, like, Monday dot com, like, in my mind, it would be, like, the CEO told us we have to redo the home page, so we have to redo the home page. Like, there’s no, like, that that’s just what they were told to do. That’s the end.

That’s the the answer.

Yeah. I gotcha. Okay. I mean, part of why I asked is because I was thinking, like, something I think this I think it’s Allen Weiss, who I learned this from, but, like, he has the the idea that, like, if you’re talking to, like, if you’re talking to someone who doesn’t have the authority to say yes, then, like, anyone who you’re talking to can say no.

Right? Like, someone could if you’re talking to someone who doesn’t have the authority to say yes, they might have the authority to say no. And so to me, that signals, like, maybe a need to bring someone else into the next call who has, like who’s, like, higher up and who, like because you have the lower level people are thinking, okay. We have these tasks to do, and here’s our timeline, and here’s our budget, and we need to check this.

And then sometimes, like, if you bring in someone who, like, hey. On your next call, why don’t we have the CMO join? And then all of a sudden you realize that that stuff that was, like, written in stone isn’t actually written in stone, and the person above them is like, oh, yeah. We can expand this or change this or, you know, do this because that person’s, like, thinking more long term, thinking more about value rather than the the manager who’s trying to, like, check all the boxes and make sure that things happen on time.

So that that was sort of that was part of my thought. And then I guess the other thing is, like, digging into, like, why do you why a home page? And it’s like, oh, because the CEO then it’s like, okay. Well, why does the CEO want that?

And so I think that there’s still, like, an opportunity to keep probing there. But I don’t know if any of that was useful, but, I just thought No.

That’s fair. That’s a good point.

Yeah. Awesome. Thanks, Andrew.

And Stacy added the economic buyer. Totally.

Awesome. Okay. How is everybody feeling about the idea of presenting resting rich face?

Even if it’s just knowing that you should. Like, that’s the starting point. Just know that that’s the more ideal thing.

I think a lot of people naturally have, like in this room have, like, a naturally good personality. But I I just wanna note, like, in that beginning, as you open the call, more energy, more enthusiasm, I have found is always better. I’ve seen smart, smart people lose the lead almost immediately because they just weren’t in it. There wasn’t a sense of energy of let’s connect of being there and having something to offer, I would just keep calling it energy.

So that’s where all the smiling happens, then no smiling. Then we’re, like, really focused on not smiling. We’re listening. We’re thoughtful.

We’re strategic people, and then we come back on board with, like, chill smile. Does that all make sense? The flow? Cool.

How to Build and Sell GPTs

How to Build and Sell GPTs

Transcript

So today’s presentation is how to build and sell GPTs.

We’re gonna cover, GPTs one zero one. Then we’re gonna cover the three ingredients to make a a GPT, then we’re gonna go over, something called assistance API, which is really the professional version, if you wanna call it, of the of the GPT, then we’re gonna go over how to build a GPT. If we have time, I’m actually gonna do build one with you everything is a bit wonky right now because they’re they’re doing some updates. So it’s it’s not as, streamlined as I’d like, and there’s of glitches right now, especially with the Zapier integration.

Then we’re gonna go through, ways that you can sell GPTs to make money. At the end, we, alright, like I said, we’re gonna provide a soap where if you wanted to, you could start selling custom bots to your clients.

With custom knowledge bases as well. So we will provide you with the soap and the video on how to do that. Then we’re gonna do some walk throughs on how we are using assistance API to launch a productized service, success stories cell, and then I’ll try to go through the process and how everything is connected, including how we’re using GPTs plus also, the assistance API. And then, of course, we’ll do the, the Q and a. So we’ll start with, the introducing the GPT. So basically, these were launched to solve a a specific problem and that business owners were saying like, hey, this is great. I love I love the the chat GPT, but I really want something customized that I can use for my business.

One of the big things was a knowledge base. People wanted a custom knowledge base that AI can draw upon. And, and then they also wanted the ability to to get that AI to to create some type of action.

So this is why, GPTs were introduced. Now they’re claiming that there’s no coding acquired, but that’s not that’s not true.

When you get into GPTs and I’ll I’ll walk you through.

When you get into actions, you do have to have some level of, sorry, who’s in the transcript recording is on. Is every everything okay with the transcript on that? Someone just answered your question.

We’re okay? Okay. So they’re saying that there’s no, recording required, and no coding required, but there is some level of coding that you’re gonna need, especially when you’re getting into actions. Now, and these images here that I I’m literally using AI for everything just to get familiar with it. So if you see some spelling errors or whatnot, AI is is creating the images for me. So when you’re creating a a a GPT. There’s basically three ingredients.

The first one is, prompting. So you prompt is to give the the GPT, a set of instructions to guide its answers. The second is your knowledge. So that’s the custom knowledge base that you can use, to, the that GPT will drop upon. And then there’s, of course, there’s the actions as well. Now there’s there’s two types of actions there’s the actions that, integrate with open AI’s existing capabilities, like you’re browsing with Bing and your data analysis, and then you can also create a custom actions usually by API integration and a few other things as well. So those in a nutshell are are what makes up a a GPT.

The first ingredient number one, and I created a bot to sort of explain the process and then what we’ll go through a live version as well is to create your prompt. Now, what I did, it’s kinda like a using a prompt to create a prompt, but I created a just that, a prompt, a GPT to help me create a prompt.

Which takes me to the next step, which is the knowledge base now to to create that prompt buddy. I used OpenAI’s knowledge base. And what I mean by that is I went to their website, found the the guide on prompt engineering. I turned that into a PDF, and then I uploaded it to chat GPT, and I told, prompt buddy to use that knowledge based when creating prompts for me.

So that’s how the knowledge base works. The second is the the, sorry, the third is the action. Now the action is where you can use prompt buddy where it can not only create a, a a GPT for me and it get but it can also do some type of action, like it can post to a website. It can draw on my schedule.

There’s multiple things that I can do with it. So that’s the action, and there’s two ways you can do this. The main one is through Zapier, and then you can also do it through API integration as well.

Now there’s two types of, and this is important. There’s two types of or there’s two ways to create a g a GPT. The first one is is the the GPT itself, and the second one is called assistance API.

Now they both serve they both do the same thing, but they serve different purposes and they’re for a different audience.

The the assistance API is really for developers technical users.

They wanna build a lot of applications.

The GPTs are for a general audience. They’re for non tech, technical users, entry level users, limited, coding experience.

Use case for the assistance API is you’re gonna build an agent like experience.

You’re gonna use open AI tools like code interpreter, you’re gonna do function calling. GPTs.

They can integrate with, open AI’s products, but you can’t do as much, constant function calling as you can with the assistance API.

The file upload limits for now this is in regards to the knowledge base, the assistance API, gives you the most, amount of, files that you can upload. You can do twenty files per assistant, maximum a hundred GB for an organization. And, of course, for the GPTs, you’re limited to ten files. Now that’s important because the that’s talking about your, your knowledge base that your your GPT will will draw its knowledge from.

Token limits. Now this is essentially when it stops working, assistance API, you get a lot more a lot more tokens to work with with the GPT. It stops following instructions at around seven hundred and fifty words, and that’s important when you are prompting.

So the assistance a API, you can really see how they’re gearing it towards, professional use. And it’s really if you wanna get into client work, or you wanna work with clients or develop products using AI, you really should start learning the assistance API, which will go through as well. Now the usage caps, assistance APIs pay as you go, and GPTs have a cap of fifty messages every three hours. And that’s for the chat GPT plus.

Now, someone way smarter than me dug into their code and they figured out that GPT is launching a, new plan soon. So this isn’t released. So, but they are launching this. It’s called a flexible team plan.

What they’re gonna be doing is offering unlimited, chat, GPT, and you have a monthly plan, which is thirty dollars a month, but it’s a minimum of three users.

So that’s ninety dollars USD a month, and they’re also gonna offer an annual plan as well. So they think they’re saying they’re gonna launch that in a couple of weeks, but just just to let everyone know, and that’ll include the the chat TPTs as well. So you can start doing some, some some fun stuff.

Access the assistance API is through the API and as pay as you go. The GPTs, of course, you’re limited, and it’s through open AI as well. And you have to have a plus subscription.

Now customization, this is the big one between the two. So assistance API, is really meant for fine tuning and you can have a lot of fun with custom integrations. You can have multiple APIs.

You can create custom knowledge bases. You can you can train your, your your bot on a million different things. The GPT, you can also customize, but you’re really limited and you’re also limited in, the amount of API calls that you can make, as well. So you there is some restriction there, the assistance versus the GPTs. And you can see how they’re modeling this as well. They’re really gearing it, the the GPTs to really small business owners, and then they’re gearing the assistance API to really you know, the professional end.

The thing with the GPTs though, especially when you get in the actions, it’s it’s not, it’s not easy to do. Like, small business owners are not gonna start creating their GPTs with custom actions, just to You need to know Python, you need to know API, you need to know some coding.

Here is if anyone’s interested, I can send them. This is the prompt that open AI is using that helps you create the custom, GPT. So if you wanna dig down into the code and just have a close look to see how they’re doing it, I can provide this. Someone else did this. They found it, and then they, they used OTR to sort of describe the info.

Now We can talk about how to sell GPTs.

There’s a few ways that you can do this is open AI is launching a marketplace. They haven’t launched it yet. They’re gonna be launching it soon, and they’re gonna be offering a profit sharing model. Now, that’s kinda work. A lot of people are saying what’s gonna happen is kinda like what Amazon did where they’re gonna they’re gonna partner with select, GPTs, and then they’re gonna purchase them, and then they’ll start selling them on their own marketplace.

There’s no details on the profit sharing model yet, but that’s the the angle that they’re going with it. The other just go here. The other way is to create and sell custom bots and automations using the assistance API. You can sell that to clients or you can sell it just on marketplaces.

And the other one is to, create custom GPTs for clients.

Not as advanced as the the AIs, but you can do you can still do quite a bit with a GPT.

One example is you can use a GPT to, create a lead bot and then use a an action to send that lead to your CRM and then trigger a nurture campaign or something as well.

Another way that you can use the, assistant API besides selling it, and this is where I’m the angle that I’m going with it is to really automate and streamline productize service.

So we’re using Assistant API to to do just that. We have a productized service. We’re gonna use this technology to streamline the process.

And, of course, that’s gonna allow us to get the market quickly scale and make more money. And I’m gonna show you how we’ve done that in a few minutes on how, the exact process we use and then you can swipe that as well.

So the custom, GPT is another angle you can use them that I I would suggest as well is to sort of use these to to help with day to day tasks and your routine tasks that that’s important because It can make you super efficient. I’ll just give you a couple ways that I’m using them. I love to read. I love to read books.

So I created a GPT to create custom cliff notes. So I’ll purchase a note from Amazon converted to a PDF uploaded on this it creates a class, a custom cliff note. I print it. There’s my summary, and I can read, you know, three, four bucks in a day if I wanted to.

That’s just one way to be more productive.

Another way you can do it is, I’m using it to analyze customer feedback for specific pain points. So we we have a survey data that we put out to, patients. And then we upload the survey data, and then it looks for specifics pay pain points. And I can show you the trends it looks for, but it looks for phrases like tired of worried about.

And then it gives a report that we can use for sticky material as well. So we incorporated that into into part of our process.

We’re also using this and this is part of our productized service. This this is a bit more advanced, bot, but it’s still using a GPT where what we’re doing is we’re pasting a form thread inside of GPT, it goes to the form with Bing. It scrapes the data. It takes that data, and then it writes a compelling success story based off a knowledge base, and I’ll show you the knowledge base.

The knowledge base is a book written by Rob Blie on how to write successful case studies. So it uses that book as its knowledge, and then it uses the frameworks inside of that book to write the success story. Then we have examples from nerd fitness. I like that writing style.

So I included that into the knowledge base as well, and it’s using that for the tone and the voice.

And then it’s it’s asking, it also includes things like your USP, you know, how many years of, experience the the clients been doing this. We’ve customized it a little bit because this is one of our clients, and we’re we’re offering the productized service for and that’s really an angle you can do with it. You can really customize these for specific or to solve specific problems.

So having said that, let’s go ahead and build, a a GPT.

I’ll start. What we’ll do is we’re gonna start we’ll we’ll build a basic GPT on delegating what I’m getting to the first problem is, you know, I I have a business I have multiple direct reports and and delegation is is something that I do every day. So what I wanna do is I’m gonna create a custom GPT, and I’m gonna ask it to help me streamline the delegation process. So the great thing about this, make sure it’s probably won’t And it is glitchy. You’ll know that, maybe a lot of people are using it, but it is glitchy. It’s taking a lot longer than usual.

So it’ll start. What this is doing now is this is really asking for, information. This is really the prompting, but they’ve automated this in a sense.

If you go in here and I said those three things that make up a GPT, here’s your instructions.

Here’s your knowledge base. So the knowledge base is you can you can upload anything and it’ll draw from that information, and then you have your actions right here. And this is where you can use different integrations like Zapier to really get it to do something. But let’s let’s go right here. So I want this to I want to streamline the delegation process with my team. So it’s asking me for some info and, please describe your overall goal, for instance, providing specific information.

Okay. Use so I’m just gonna in the knowledge base. Now what I’m gonna do is, I’m gonna go here into the knowledge base. I’m gonna just make this simple. I’m gonna upload it.

And on here, I have a book that, on your view.

On delegating effectively, effectively. So I’m gonna upload this.

It’s a book that I purchased on, Amazon.

This will upload, and I’ll I’ll have it u use this as the, as a knowledge base.

It’ll just take a couple of seconds to load. Okay. There we go.

Can I can I ask you a question?

Sure.

When it comes to the knowledge, one thing that I I still had to understand, how do you tell the GPT when and how to use the knowledge because I tried, but I didn’t see it, like, use it effectively. Like, they do just tell it, use the knowledge in the prompt.

So what is okay. So what I do, to go as in, and I’ll get into the open AI playground is I use the open AI playground to to really to get to a point where I’m happy with the prompt. Because you can get pretty detailed in this. And what I do is I copy and paste it inside of the builder that I’m building, and then it’ll say specifically to use this. It does it does draw on this first.

I don’t if web browsing, I think if this is enabled, it will go outside of that. Did did you have this enabled right here?

Yeah. Yeah. Yeah. Yeah. But, yeah, the the problem is Yeah. I uploaded a book, but whenever I asked some stuff, I didn’t see, like, the, you know, where where you see the the animation of, like, looking in my knowledge.

So try I I haven’t had that problem. One trick I do is that I’ll you can start once it’s live, start it with saying, hey, can you please summarize what’s in your knowledge base and have it draw on that first? Have you tried that one? No.

Yeah. Try that. Usually I’ll or I’ll try when I’m When I’m creating a prompt, I’ll I’ll give it instructions, and then I’ll say, do you understand? And then it’ll summarize what I’m saying just to make sure it’s clear or like I said, just have it had it summarize the knowledge base and what’s in there or refer to the files directly in your knowledge base.

Yeah.

Right? That’s that’s usual as well.

So, I’ll got note, Shane, Monique here.

Hey, Monique.

Are you are you high? Hi, everyone. Sorry. Sick here. So I’m off screen today. Yep.

Is it imperative you think to turn off the web browsing aspect I think what you’re saying, Chris, is exactly what I’ve experienced when I built these. It’s just not using any of the layouts or the knowledge that I reference.

It just be it seems very haphazard in some ways. Like, it seems more focused than starting fresh in a chat session, but it’s just not as focused using guidelines and layouts and frameworks like I would have expected when you call on it in the GBT?

Are you using just the the we’re talking about the GPT, not the Yeah. Okay. Yeah. So so we like, I do I haven’t had that problem only because I start like, I don’t jump directly to the, to the GPT.

I use the assistance API, and I I suggest you use that as well because you this is where I really streamline everything, and I get it to the point that I’m happy including the prompts, and then I’ll I’ll paste this into the and I’ll show you in a minute an example. I would paste this into it. Like, I’m I’m using this rate now to sort of guide the process, but I wouldn’t do this normally. I would figure it my own prompt.

I don’t find the qualities as good.

So here’s, I’m asking it right now, so I I said, look at the knowledge base for the delegation process. It is drawing on that. That is the book that I I uploaded in there.

So I don’t but do try if you do come across that, try that does work for me sometimes. Just ask it to summarize the knowledge base and see what it comes up with.

Yeah. I would love to know. And this is where I haven’t worked as the assistance API of the prompt uploading that you’re using. I haven’t done that. So that’s interesting. I you’re developing outside of chat GBT through OpenAI.

You’re developing Yeah.

Like, I’m using so I I I’m not a prompt expert, but I just used the advanced guide to prompting from OpenAI and use that as the knowledge base, and that’s feeding my prompt right, as well. So, Demicize his base.

Let me see what’s the delegation.

And it’s not it is, like, this whole GPT, it is pretty wonky even with the we’ll get into the Zapier integration as well. It’s not perfect, and there’s a lot of glitches right now. It doesn’t always work like it’s supposed to, identify the task. So now it’s going through. It’s telling me what the book is.

So the goal, we won’t we won’t cover all of this. But what essentially this is doing is is I would ask it to summarize the delegation process. Then at the end, I would ask it to help me plan the project asking clarifying questions.

Asking clarifying questions is important because then it it doesn’t assume anything. And then at the end, I would have it create a delegation worksheet that I can print and share with my team member. So that would be the ultimate process of of this. Now what I’m doing here, this would fill in all of this as we we get going. These are conversation starters, instructions.

This part right here is what it’s building out right now.

Let me see if it if there’s a specific so can I ask when you Sure?

When you develop in the this this part of the create, are you then using any of this prompt outside of if you’re not using Assistant API? Are you taking any of this work and putting in the configure section?

Yeah. It’s so what’ll happen is, delegation. It’ll update the configure when it’s done, the the whole point of this is asking me clarifying questions to to build the prompt in layers. And when it’s done, it’ll it’ll update the configure portion as well.

So it’s yeah. That so it’s asking me right now. Do you wanted to call a delegation assistant? I’ll put it yes.

And what’s gonna happen is There you go. You’re gonna see a lot of, messages in conversation.

Yeah. There’s tons of glitches.

You’re gonna see it update this from that, and then it’ll ask me for also if I wanna use the image. As well, but that’s what’s when it’s working properly. That’s what you’re gonna see. But that’s okay.

I’m gonna show you in the back end of the ones that I’ve created. So here’s here’s prompt buddy. I’ll go into prompt buddy. I’ll show you the configuration.

Here’s the the this is what if you use the the t p t tool, this is what it would create for you and this is these are this is the prompt basically it instructs. These are conversation starters that’ll it’ll create these for you, and they’ll populate here as well. And then, of course, you have your, your null base as well, which is interesting because it actually it looks like it’s not saving the the knowledge base like it was. Like I said, there’s a lot of glitches and to work with it as well. And then, of course, at this stage, depending on what you need, you would sort of set up your your web browsing, the the image, the code interpreter, and, of course, your actions as well.

Okay. I wish, but that’s essentially how it is when you’re you’re creating your GPT. You just tell it what you want it to do, and then it asks you questions in it’ll populate this entire section here for you.

Does anyone have any questions on that?

Can I just ask, so you mentioned about having a create a worksheet for you to delegate to your team members? So that would be in the action step.

No. No. That’ll be you don’t need, you can use a quote quote interpreter for that. Like, a lot of that stuff, it just it it does it out without you having to do anything.

Actions are, like, if you wanna include, Zapier. So she’ll give you an example, write a story and, hopefully, it works. So this is a a GPTI I created on write a story and post a word press. Okay?

So in configure right here, you’re gonna see that I’m using the Zapier integration, and I’ll show you how to do that in a second. And on this right here, I give it a a couple of, instructions that I wanted to do. Basically, I’m gonna post something. I want you to use ProMagitate solution, then I want you to take that post and I want you to posted to the WordPress blog.

So the action is really the the action you want it to take. What what actions do you want it to do? It can draw information, from different data sources. Like, maybe there’s an API, like a public API that you wanna draw, maybe the the current time zone in the part of the world or how hot it is in part of a world.

You can pull that information in from the API, or you can use actions via Zapier to to do something. So those are the main the the things in it. So we can try this right now and see if it works. It is set up, properly, but we can go into, I’ll paste this here.

I mean, we automated this. I’ll show you in a second. So I’m just showing the manual version, but we did automate this.

Quite a bit. So let’s pop this in.

Please write and publish to word press.

I spelled out wrong, but if it doesn’t mean it’s spelling, it doesn’t care. Like, it just it So it’s following the prompt right now. It’s gonna take this. It’s gonna it’s gonna it’s asking me to allow because it’s hooked up to Zapier.

This doesn’t always work. Yeah. See there. So stop working as APR. I have checked and configured for creating a post approval.

I need a bit more information so we’ll provide a specific So it’s doesn’t it’s a bit wonky that they’re, that they’re using right now. Sometimes you have to go in and just retest it, allow okay. So, hopefully, we’re good now.

Christine, while you’re on the work. Sure. So in the case where I was using my GBT, and then I did all this work.

Yep.

I think it’s worth calling out, and maybe it’s just how I did it. I did all this work didn’t copy it and then saved saved it thinking I’d save it as a chat as the history we tend to think.

Yeah.

It doesn’t. It doesn’t save all that No.

I I got burnt a few times.

Yeah. So it’s worth calling people at, like, if you do a lot of great work in it on the on the right side after you’ve configured. Save. Save it.

Save it. Yeah. Please reply. Continue Yeah. So it’s working now. It’s like, yeah, a hundred percent.

Like, I, it doesn’t save your history. Like, yeah, I’m so used to it. Right? Just in the side.

I happen to be so many times, and it’s not, especially when they’re getting into prompting, it’s a bit, it’s a bit wonky where all of a sudden, the open AI will decide to update everything that happened to me last night, or you’ll time out at the thirty. Right? Because you’re limited until they offer those plans. So you have to be very you have to be careful. It doesn’t save anything. So this is taking that what I what I just posted.

It’s gonna write it as problem match date solution, and it’s gonna post it to my WordPress blog. It does take and is using Zapier integration. And I’ll show you how to set that up in a second. It’s very simple. You just need a Zapier account and piece of code.

The problem is you can see how you’re clicking a lot of stuff. You still have to allow, allow, allow. It’s not as automated as as I would like, and that’s why we’re it’s better to use the assistance API. You can use a you do it a lot quicker. So now it’s talking as APR seems as an error course.

To try again adjustments, please. Yes. It will work itself itself out, in the end. It does work. So here’s a couple of examples.

On that. Let me go on here.

Hey, are you just straight, but you’re not doing any work on refining. You put it into WordPress, and then you do the work in there.

No. I’m just showing I’m just showing the automation Like, here, you can see these are the ones that it did post into, WordPress. You can get it to work. So it took it took that chat. So you can see it started. It may do it now, but it took it took all of these this content, and then I uploaded the photos like this, and I went in and said, and I took these photos, and I pasted them and then I said, and then I asked it to write the story and then post those, post that to WordPress using Zapier, and it does it’s not perfect because they’re just they’re trying to figure stuff out, but it does work.

Eventually. And this this is the end product that I came up with. This this part was automated through Zapier.

So it took this form thread here k, took that, wrote it as problem match day solution. And then the only problem is you can’t scrape the images. It won’t let you do that. You can save it you can ask it to turn this page into a PDF and then, pull the images from that PDF. That’s a bit of a workaround, but then I find, like, after too many instructions with GPTs, it just doesn’t understand. It just doesn’t work as well as you want it to. Right?

But that’s an example of automation that you can you can make it work. That’s a very basic, level of automation that you can do if you really wanted to. You could I I really don’t know how practical it is right now for GPT’s scale it. I don’t I just don’t see it. I don’t see how that’s beneficial, but it is there with Zapier.

Zapier is the first one out. To set up, use APier. It’s really simple. Just go to explore, and then you can click on create your custom GPT under configuration here.

You just wanna go down to Zapier. Click on, you have to have your Zapier account, of course. And, you’ll go in and under the actions is import from URL. Now you import from URL and this is gonna obviously use the Zapier.

Then you I find as well if you’re gonna use AP or just double check and make sure to test it because it just it’s a bit wonky right now. The other option as well is to use your own. Now this is the part I was talking about where you do need a developer. The there’s this is I have no idea how to Python or, like, JSON.

I I’ve worked with developers so they can handle this stuff. But this is an example of a script that that pulls in, the weather data from an API. And then you can use that as a data source or a knowledge base for your, for your GPT. So there is some level of coding, if you don’t use Zapier, unfortunately.

It’s either Zapier, your custom, you’d have to work with a developer, or you have your your knowledge base. Those are pretty much your options.

Any questions on that?

I have the use case that I would love to ask, but, you know, if there’s other questions in the room, Yeah.

Anyone jump in as well. I’m gonna I’m gonna I wanna go through the, how we’re using it, like, how we use it just to sell a productized service because I think the real value so what’s gonna happen is, like, when GPTs launch, they’re gonna be flooded with all of these free APIs. Right? The quick wins, everyone’s gonna flood it.

Businesses are gonna try. They’re gonna realize outside of these, like, your your basic integration, they’re gonna need in Zapier and whatnot. They’re gonna need to work with a developer, and that’s really where it’s headed. But even then you’re limited, and and I noticed that open AI has done this intentionally.

So if you really wanna get into this AI automation and whatnot, learn the playground, and work find a really good developer, who knows Python and API and work with them and really use the fine tuning and this to really customize stuff. So having said that, this is really how we’re we’re using, GPT. So we have a service.

We were launching a service called, profitable case studies. So what I did was to to start that is we we went and show you the assistance.

So we created, different assistance using the API.

Now we got into a bit more, more detailed prompting. It took us a a while to get to this. And we also uploaded a a pretty large data set. Okay.

So the the goal of this prompt here is our our product high service is success stories that sell. So what we do is we go to forms like this and we we turn these because, a lot of our clients are b to c. We turn these into a compelling success story using proven copywriting frameworks. Now the the database that we use is this database here.

We have the let me go in here. Oh, it’s prompting.

Case studies.

So the database we use is a few things. We we use this book called, marketing with case studies. It’s by Jeffrey Long and Blie. I don’t know if you know Robert Blie, but legend in the direct response world, one of one of the best all time.

This book goes into detail on how to write effective case study covers everything a to z, and we use this as a knowledge base to train our specialized bot in writing case studies. Then we found a bunch of, I don’t know if you’ve heard of nerd fitness, but nerd fitness has, great content that they put out. So I created all these pdfs of emails that I’ve collected blog posts, that I liked and I trained the bot to use that writing style when it writes the success stories. Okay? So that’s the knowledge base that I’m using, and that’s what you see right here. These are the files. Okay?

I don’t use the function. I we use the functions, but I’ll I’ll explain it in a second, on how, but we don’t we don’t use it quite like that. So this is what we use to to craft the, success story. The there’s two ways that we can do it. We did create a GPT for the GPT that we use is, which one is it right here?

And it does work. It’s not as effective as the, the other one, but it does work, as well. We just pasted the assistance API into the instructions and then of course you can notice the knowledge base as well. We included the the the the same knowledge base.

You can, if you’re using the assistance API, add more of a knowledge base, and there’s also something called, I’m not a developer, but my team are there I guess there’s a way that you can take all of this and you can condense it. And make it easier to read and then you can expand your knowledge base. I forget what it’s it’s encoding or something. When it was they’re doing that, they’re gonna do a soap on it.

To to help us, if if that’s something you wanna you wanna get into. But, essentially, we take this this is our, assistance API.

The great thing about this is when you go into here not only do we have this trained on writing, a success story, but we’ve also hooked up this as our AI bot. Okay. So what this is doing is it’s not only gonna find a success story post, I can paste this into it. It’s going to write a success story.

Okay? It’s not only going to write a success story, but it’s going to write a an email plus it’s also gonna write the social media post and then it’s gonna upload those to the WordPress site and then it’s also gonna print a PDF that I can share with the client and get approval for it. You we tried that with the GPT. It doesn’t quite work.

It does work with the open AI, the assistant it does take the only problem is it does take a little bit of, I can start it now and see if it goes through, but it does take a little bit of time.

To work through it. So the final deliverable, just to to let everyone know, this is what it it produces in the end. It’s an email draft.

Here’s the Google doc. It starts with the, the success story. Here’s the original blog post.

Here’s the original post. It takes this. It writes it as the it uses the same, framework that Bob Bla uses, the struggle, the decision, the journey, the transformation, then it uses the same, voice and tone that I like from nerd fitness. And then it writes social media posts that I can use to promote that blog post and then it also writes an email that I can use promoting that blog post that I can send to my list with the ultimate goal of driving traffic to that that page to the course generate leads.

We want to, at some point, the next step is to take these and use the functions in the open AI is we’ll we’ll take these and we’ll actually create, posts using the API and and we’ll try to post them. That’s not gonna be right away, but that’s the ultimate goal. Now we’re also using this as well. This, what’s cool is not only are we using this to create content, and you can see how it takes a while. It does it does take a little while to run, but we’re using the same data as I showed you before, is to create a chat bot. Success story expert. So what’s cool is that this is pulling its information from this.

So what I can do is I can train this ongoing. Like, this is kinda like the engine from my chat bot where it’s getting its information from. And then it’ll feed this as well. So if I ask it, it’ll ask me about the success stories.

Hi. Looking to create a success story. If I said yes, it’ll go through the process and it’ll ask me for my information, my email, and whatnot. If I ask, can you tell me your process?

This isn’t finalized by the way, but you can sort of put it in action. Tell me your process. It’s going to look at the knowledge base and the knowledge base in this case, of course, is the the marketing with case studies. Okay? And it’s gonna explain that process to me. So that’s really how we’re customizing it.

To solve a specific, problem.

Now, it’ll get they’ll take a good it’s slow to to, to work sometimes. Now the ultimate goal is gonna ask me for my email and phone number, then it’s gonna put the lead inside of our sales CRM and of course that’s when our sales team can sort of take over.

And then, of course, the, like I said, this the productized service we’re launching is gonna be, we’re working. This is the page that they’re putting up right now. Oh, there you go. So it talks about here’s the process that we do. We identify the hero. I’d love to create a process.

Here we go, and then it asks me, hey, can I grab your email? You know, if I give him my email and I’ve trained the prompt to ask for that, like, to get the email to put it in the CRM so then I can nurture it as well. And that’s all in the you can see if you if you go through, you’ll see the different.

This is where we request the form link ask for the email, the different types of deliverables I wanted to create, you wouldn’t be able to do this level in the GPT. You you’d need to use the playground to get to this level.

Just a heads up. So here you can put, you can see how it took the that information, and it it wrote the success story. It did do everything.

Here, and then you can you can ask it to create a PDF, for, I can I can email right, for approval, whatever? And so it’ll take that and it’ll create a PDF, and then you can download the PDF, and and you can share it with line if you want. It’ll use code interpreter. I don’t have to create a prompt for that because, obviously, it, it’s just using sort of what what comes with it.

Right? Your your Dale and quote interpreter and whatnot. So that’s a very sort of that’s the big idea on how we’re using it. Like, personally, just a recap I’m using GPTs to really help with my day to day work stuff.

The, which I think is important for me anyways, like on effective delegation, creating summaries, I you I mean, you can use it if you want to to automate a lot of the process with Zapier. It’s it’s wonky. It’s not completely automated because you have to authorize stuff and you have click allow.

So I’m using this really as the, like, create prompts, you know, write your summarize books for me.

This is great where if you wanna learn something, like, if just find a topic on Amazon that or find a course and you can export that course and use that as your knowledge base, right? You can use that with Joanne as she has a great ebook on So you could create a custom GPS that specializes in cross heads and it’s pulling from her custom knowledge. So there’s so much you can do with it. I’m like, something that came out is called the black web where people are saying that that basically all the information out there now is is non human. Because it’s automated by bots right now and and everything out there is just AI generated that it’s not real. There’s this whole like it’s it’s kinda It’s a it’s a mind when you when you think about it, but that’s how I use it. And then for the the big picture stuff, the automation, I use the open APIs.

And, with that, we can get into some pretty advanced automation, and that’s where you can get into the, really, the, to, the package and sell your product type services, everything from creating your wireframe to acting as a leadbot agent, which sends the leads in, to writing and acting the stories, basically anything you can think of. Now to create your own bots and whatnot, we did we don’t have time to walk through the process, but we did do a video for you and a soap as well on the exact process and steps that you need to follow. The only thing you’ll need to do and just message me if you need with it is you do need to create an open AI, API.

Okay? And there’s different, you get them under here. You just need to create an API key. And from that, you insert it, and that’s how you can use all the the, the assistance API and ways.

And if you need help setting this up, I can I can give you some, some tips as well? I do have our developers working on a few things that we’re gonna try some templates for everybody that you can use sort of plug and play, especially the functions and then we’ll be sharing those with the the community as well. And I’ll share this, with everyone as well. If you wanna create your own bot, to show you exactly how to do it.

Does anyone have any questions that I can answer? We can open up that now.

Hey, Monique here.

I was wondering, can we do it over the shoulder exercise, like, where we take the SOPs and kinda do a a working session with each other because Absolutely.

I would love. Like, I this is so much great information, but I’ll tell you, like, even playing with GPT. I don’t know how many people have actually built any GPTs.

Yeah. This is so much great information. I I am going, oh my god. How do I even start it on the assistant API side? Cause that’s something I haven’t done. So I’d love to just, like, start as if we’re ground zero together and ask questions and build something where we kinda come in with a plan because that, like, I would love to do a voice a customer.

GPT where I could just figure out a way to pull in tons of, you know, Kaptara, g two summaries We done that as well.

I’ll show you the, so we did figure that out as well. I’m showing if it’s on here. Where is it?

Yeah. It’s under we actually did that. I’ll share it with you as well. So we had it.

We uploaded the, the voice of customer, and we looked it for patterns. I don’t know if they did an open AI one. Which one isn’t here? Oh, it’s VOC.

Yeah. It’s the VOC research.

So they analyze We had different words that we wanted to. So there’s there’s patterns. So if if someone is looking for a solution, they’re gonna type things on forms. Like, I want to. And then usually it’s followed by, like, a so that phrase. So I wanna do x so that. That’s, like, the outcome they wanna achieve.

So we analyzed all of those patterns, like, for sticky copy, and then we asked AI to look for these patterns and all of the the survey data we have from patients or customers. And then from that create in table format or identify these keyword phrases and just by identifying keyword phrases, it’s gonna be good sticky copy that you can weave together as well. Right? So you can get something cool.

Like, I’m tired of this, and I just want this so that, and you can apply some formulas. So that was the trick, for that. We did solve that. You can see here, and I’ll share this with everybody as well.

That’s so cool. Yeah. Because even just like an example of sorry. One last push on this, like, even pulling down, a whole bunch of, you know, reviews as a process.

You know, in a way that’s, you know, he has a PDF and how to do that off of websites. That even that, I haven’t figured out, like, do I do his PDF or copy and paste copy when one by one, but that’s my question.

And then, I would love it.

Yeah.

We can do it over the shoulder.

Yeah. Like, let’s do, like, something where we can so an example is, you could so we have a thank you page. I’ll show you what we’re we’re doing right now. The this is what we’re gonna set up.

So this is this is the same client I’m showing you right now. So another way another we’re gonna do and I’m gonna make money from this. I’m just gonna upsell all this stuff. Right?

So here’s the the the the board. Let me go into the website and I’ll show you how we’re gonna use it on this do do do we may okay. I’m gonna go in and, this is I’m just showing you how to think, like, how you can incorporate AI is exactly what we talked about. So let’s let’s use it for lead gen.

Okay. So we we collect, basic information, and then we have people complete a hair loss history form. And on this, basically, it’s a persona. It’s understanding your the problem, the outcome they want, the hesitations, concerns, and what we’re doing is we collect all this information, submit it, and this goes to a CSV file.

What we’re gonna be doing, and I’ll show you the CSV file right here.

What we’re gonna ask AI to do is analyze the the data, okay, and from that, here’s the hair loss history form. So this is an example of the data that we collected So the prompt I just showed you will analyze this data. These are all the responses of, like, five thousand responses. And from that, it’s gonna look at the retractor.

So it’s gonna look at the the the survey response with the most amount of data. And then it’s gonna take cost it’s gonna create customized personas based around all of these. It’s gonna look for these patterns and trends, create a persona upload it to the CRM. So when the salesperson meets with the person, they just need to print out that persona which is based off exactly what the the patient said at this stage in the journey.

So now they literally have something that they can sit down and know exactly with the outcome they wanna achieve, the problems they wanna solve frequently asked questions, the the what why are they hesitating the buy?

You can see that was pretty powerful, right? So that’s that’s when we were going to look into automating it.

But yeah, we can do we did solve this. It actually works quite well where we can use this data and we can use those we can compile a pretty cool report. Our ultimate goal is to create, personas from it. And then also yep.

This is maybe, like, super basic, but, like, I’ve been so when I have points of customer surveys, that look, you know, slimmers that form. I have been copy pasting those responses into chat to BT and giving it prompts around, like, know, identifying the most common themes in terms of desired benefits or or pain points they want solved. So just in terms of, like, using this for the purposes of us writing coffee, is there a big difference between chain training at GPTS versus using chat GPT Where you’ve given it a similar prompt?

Well, yeah. Like, the the advantage is that it finds like and I’ll share this with you, but we there’s patterns and there’s there’s trends. It works quite well. It’s like it’s looking for one.

It’s automated, but it’s just like an ongoing thing. Right? You’re always it’s you’re you’re using sort of this. Well, what we’re gonna do is we’re gonna use this to constantly collect the data, analyze the data, then it’s gonna look for patterns.

It’ll start isolating, like, the it’ll look for trends. Like, it’ll look for this is the most common problem this is the most, this is the the the most frequently asked outcome. And then we can go a step further. We can use it to create personas for advertising, for Facebook.

We’re using that for Google ads right now, where we’re using this data to really come up with, we’re we’re saving a lot of money. Right? We’re using it for targeting. Does that answer your question?

Like, how So so I guess that’s through the integrations of this and, like, so you’ve got it integrated with the form and you’ve got it integrated with the, like, that looked like the letter from ten x landing pages that you have in there for the for the, trends.

Right?

The, which one?

The for In the instructions where you had no back in there?

No. No. Beer. No. No. This is what okay. So this and I’ll share this. I’m gonna share all this with you.

So this is asking AI. So okay. So from this so okay. So here, I I see I see what you’re saying.

Okay. So this data right here is not only useful for identifying, you know, how how this problem makes them feel, you know, problem agitate solution.

Solutions they’ve tried and they’re not happy for. The specific outcome they want, including the specific problem they want, plus any fears or objections for moving forward, that’s your basic stuff and that’s really good to know. Right? That’s awesome.

But the real gold is this. Right? There’s phrases in here that you can use, like, think your your VOC mining. So one example phrase is tired of.

Okay. So I know that when when I tired of that there’s gonna be some things you see here, and it’s it there always is. It’s like I shaved my head for a few years I’m just so tired of, like, this x y z, and there’s patterns like that throughout your VOC. So that’s where we use AI to to figure out, similar words that that talk about an agitate or pain point.

There’s there’s worried about tired of. There’s hundreds of them. Right? And that’s where we use AI to, to really identify those sticky words and then put them into a table format, and then we use them for VOC.

Research or for our our copy is sort of like, that’s the way we approach it. And then we also use this to create custom personas, right, based off, well, we do we haven’t done it yet, but we will. Like, each of these is a is a persona that it’s gonna create for the salesperson that they can print through the CRM.

Right? And then also this is gonna help me identify, like, long term trends. Like, so that is another one.

Another one is I just want. Right? I just want. There’s tons of them. And, like, this is sticky copy.

Those are the words you need to look for. It’s like, I would like a full head of hair. There’s another one I would like. Simply put, I just want my normal life back.

Come on. There there you go.

There’s just this is, there’s Johnson here.

That’s so cool.

That’s so so cool. Where did you find well, like, where did you figure out that those phrases were, like ways to identify sticky BSC copy?

Data. You need to hold. So we have like and I’m gonna share this with everybody. Okay? So we have fifty thousand responses, like, over time.

This goes back to the the original training with Joanna. Like, we’ve been collecting this data for a while, and it just it just you need the data to to analyze it. Right? And then have AI look for those patterns. I’m trying to find we they we actually did it. I forget what what I what I called them.

But, yeah, I’m gonna paste it all and it it it broke down. There’s different, there’s different phrases like that that identify problems, agitation, outcomes, dream states, even frequently asked questions. Right? There’s different there’s different strings or patterns that you can look for, and then you’re just trading the AI to look for those patterns.

That’s the way you get You identify those patterns, but by looking through massive quantities of data, part of me?

You identified those patterns by looking through the data?

You got it. This you need the data to to Exactly. I just did what you did. Right? But I obviously used AI. We used to do this with, I’ll show you the old days before AI. So here’s Here’s a form.

The this is what we used to do. This is how I used to use write copy. I’ll show you my and we just sort of automated this.

So here’s, hair transplant network. Like, I’ll well, you can do the hair transplant network.

Same concept. This is like manual though. So here’s the this is how we used to do it. So you go here.

On your form. Let me find a form. Scan, form.

Bago. So here’s the form, and what we used to do is site operators, right, and, we would go site And then this is telling Google to to search the entire form, and then we would use, and quote, we’d have it to return. We actually create custom search engines for this. And then What it does is it looks through the form and it looks for any mention of tired of.

Right? And this is you can do the same thing, tired of, then dude just wants and then do so that. So now it’s gonna look for these patterns and then we would use this to rate our spit draft. Right?

I just wanna know if anyone advice. I’m I’m so tired of stressing about so that and you can and then we would take all of this and, I’ll show you the search operators.

And we would use this to, to create a home page So here’s the here’s an example. This is old school. This is like before AI. So here’s the homepage that we were doing.

So you can see all the operators This is you’ll recognize this voice of customer. These are different operators we would use, afraid, tired of so that embarrassed failed. I just want And from that, you’d get some pretty cool stuff. Right?

I wanna bring my my confidence, feel like myself again. So we just they used AI to to figure all this stuff out. And there is the it’s just math. Right?

It there’s patterns everywhere from stages of awareness to to your vox, all that stuff. Does that answer your question?

How do you identify those strengths of that that would give you VIC? Like, was is that just experience?

You have a, like It’s experience.

Yeah. It’s experience, but then it’s building on it. Like, once you have a good base, like, you know, you know embarrassed is is failed. Like, you just you build on them over time.

I’ll give you the the base that I’ll share with you guys is a good foundation that you can start with. And it’ll, and you can probably build on your own. Right? There’s I did ask, yeah, I was trying to find the thread to expand on it and it did.

Some of it was relevant. Some of it wasn’t.

But but this is sort of where it came from. Right? And then we would use this to did you recognize this Joe as one reader?

Here’s the the data here you know, the product. And then there’s this how we would use all this, to to create a spit draft. Right? This is based off VOC data.

This is how we would do it before. Now this is automated. Right? What’s the outcome?

Okay. Well, I just it’s so bad. And so that is gonna tell me the outcome they want. And then we just analyze it.

And then we have ideal four statements.

You know, ideal form anyone. And we all we got all this stuff from this from the thing, right, including our promise, all that good stuff.

So, like, review my name, Is that something that a GPT could do, or is that something we need to look at the assistant API for?

You want assistance API. It’s all it’s all data. Like, you can get you assistance API, especially a large data set, but you need to get the data from the forms. Right? You and you need a lot of it. Like, we we’re lucky because we we have a massive data set, like thousands and thousands and thousands.

Right? So we but it’s all data. Data has everything. Right? And it just it’s looking for those patterns.

But that’s how you find sticky copy. You look that’s that’s the right way to do it. And then also once you do that as well, then you can you can AI is spot on because then you ask it to also, you know, show me the copy where that you found on it, and it’ll it’ll include that in table format as well.

Okay. Could you could you use a GPT to, like, grape g two reviews, or is that, again, like, something that an assist?

I tried it, man. Like, yeah, I tried it. Like, it’s it’s not you get blocked. Right? There I can usually get away with it once and then it just blocks it. You can use Bing for your GPT, and you sometimes you can get away with it, but then it you get blocked.

Alright.

So that that’s exactly what I was gonna share. What I’ve done is maybe this is helpful and maybe there’s a add ons. If you’re gonna use GPT or Kaptara, What I’ve done is I’ve gone to the site and I’ve said, okay. I wanna have, you know, and click on those who are maybe a one star. And then those reviews come up.

And, you’re able then to save it as a read as, like, a, you know, so it brings it brings it, and you can save it as a PDF.

Do you understand what I’m saying?

So you can use you can create some PDFs based on, and and I was that’s where I was wondering, Shane, if you could do that. So if you go to g two and you’re like, I wanna a competitor set. I wanna see those who are unhappy. Those are the one stars. You can do, click on the Chrome extension that is read as plain text then you can save that plain text as copy in, or you can do as a PDF.

And then you can do those as unhappy reviews, and then you can do five star reviews You can you don’t you won’t get all of the reviews, obviously. That’s a lot of, you know, saving as PDFs.

But it’s an option that I’ve been doing.

Is that clear?

Because I’ve I’ve been trying to You can scrape it too.

Like, just pay someone to scrape That’s what I would do. Like, we if we needed to. Right? It’s pretty easy to do.

I’ve I’ve even seen other people someone guy, instead of PDFs, he was taking screenshots of, like, full Amazon reviews pages, Another one was turning the Amazon review page into HTML code, and then telling chatty to look at these elements, which is where, basically, the text of the review is, and then basically extract it in as, like, with mean review format, I tried that as well.

Yeah. It’s smart. It’s smart to do it. I found the the Amazon got smart with it though. They put the pagination. Right?

Yeah. I I tried. So I created a booklet to, like, to figure out all the paginations and then print it, and then they get and then they blocked me.

You can go to fiverr though and spend, like, honestly, you can go to fiverr at least twenty bucks and they’ll scrape as much as you want.

I did that for, we’re launching WP total care, and I did that for, what is it called? The reviews. Like, I I I did do that, and it went to, and they scraped all the data that I need, and I’m using that data set. So here’s the reviews, that they scraped for me.

And so what I’ll do is now I have this data set on competitors. So they they did trustpilot, they did Facebook, they did developer. Now I have this data. I’ll I’ll turn this into a PDF, and then I’ll use this strategy I just showed you to analyze, outcomes, and I’ll create personas from this.

Yeah. I cool. That’s so cool.

Yeah. And I can shout, like, if we maybe we should do another and and that’s sort of I know we’re almost at what we are at a time, but, like, the Is that something people wanna see? Like, we can do you wanna do over the shoulder, tutorials on this stuff? Absolutely. Like, if if that’s what you know.

Yeah. That’d be awesome.

Yeah. We’re super interested in learning how to use the playground, especially.

Yeah.

Okay. Playground is is the way, like, if you wanna get into, like, and Joe, like, we’re gonna do some cool stuff with with it, but if you wanna get into true, like, or use it to us full, like, you gotta get you have to use the playground. The the GPT is just too basic. Not gonna work.

And and and you’re you’re using credits, right, because I tried, and I think the maximum that it allowed me to put was, like, fifty dollars or something.

No. No. It’s it’s levels. Yeah. The more you get. Yeah. Yeah. Here’s more. So you can see I looked I looked I wanted it to know worried about was anxiety.

This is where we wanted to know about different and FAQs as well. So we wanted to know if you wanna ask questions and then guess what we’re doing with that. Is we’re gonna create an FAQ page on the site that addresses each each question. Right? So that’s how we’re kinda using all this data.

But, yeah, to answer your question, it’s under your API key, there’s different levels that as you the more you use it and they trust you, then they’ll they’ll extend it.

Yeah. And how much, like, let’s say that I want to build a bot on my website to taking leads?

Here you go.

How much would you spend?

Not much. Like, in November first, the thirtieth, I’ve spent thirty nine. Like Yeah.

It’s really inexpensive. Yeah. One of the things I I would share with individuals. If you buy, there’s called it’s called TeamAI or t on appsumo team GBT.

Oh, I have that one. Yes. Right here. This is what it is. I’ll show you.

Yeah. So you you start, what I would offer is that you you open your because you have to be billed or a full month than you have to be using. So I almost use it in conjunction with GBT, chat GBT, because then pulling your API. They’re seeing you using it. You’re building up your levels because we’re prior to that. Yeah.

Alright. What is it?

Yeah. This is my team. Like, it’s not their you get a bit of a heart attack when everyone starts using it.

You’re like Yeah.

But it but thank think Heaven’s like the it’s they lowered the price for the four turbo. So it’s like, oh, man. Thank you. I guys almost have a heart attack. It’s just it gets my it’s expensive. But, yeah, I love it. I love I love TeamT.

It’s a little bit brown.

It’s super inexpensive.

It’s Is this still on appsumo right now?

Yeah. It is.

It is a okay.

Yeah. So what it what it is is it’s working like chat GBT at a fraction of the cost, and you’re also I have both, but you’re then using team GBT pulling an API. So you’re setting up an account and you’re building up your, usage with OpenAI so that you’re getting into higher levels.

Oh, I didn’t know that. That’s smart.

Yeah. That’s really smart. Yeah. That’s why that’s why I recommend people to who don’t because it takes a while, like, a billing period, at least, and then you have to be using. So this is where you’re building up your your, yeah, your levels in open AI.

And it it’s so we got this because it was instead of paying twenty bucks for each person, this is so much cheaper because we can it’s unlimited chat. Right? We use this Yeah.

For a bit.

Yeah, it’s a good find. This was really good find.

Yeah. Yeah. So I recommend this.

And both. Like, you you’ll eventually could just go to this, but there’s I don’t know about you. I found there’s some glitches sometimes. I was using originally something else from Absumo, but then I went to Team GBT. It’s way more stable.

Yeah. Okay. I’ve yeah. I’ve I there’s the only one I’ve I I haven’t tried anything else, so It’s I do find that there is there is a difference.

I find I can use the same prompts on this and there is a difference between the two. I don’t know why Yeah. Yeah. But there is, yeah, there’s a bit of a difference.

Yeah. The developers use now. We on this, like, we have a we agencies white label are are WordPress. So we have bunch full time developers for WordPress, so they’re they’re in love with this stuff. It’s just the way the industry is going right now is insane.

Yeah. And there may be people in the call who don’t even have the open, AI, you know, set up.

Yeah. Does does anyone have the I guess for the next meeting that we have, like, if you wanna just put in the message, like, what we wanna cover, we can do over the shoulder, shoulder tutorials. We do have there’s some stuff I can’t, like, I’m not a developer, but we do have developers, on hand, that if you, you wanna try something, then you know, I’m I’m happy to to help with that as well. Like, we can come off some cool stuff probably.

But, yeah, it’s, whatever, if we wanna talk about using VOC and using the data to create avatars, we’re we’re trying to create a tool right now that does that. It takes all of this data and then it it populates, it creates custom avatars that you can print and sell. So we wanna launch it on appsumo. Our goal with it anyway.

That’s good.

That’s so cool.

We’ll see how it goes.

I think we can build the that that helps with the research. Stage of copy copy writing is gonna be, a smash hit.

Oh, yeah. This is old school, man. Like, this this right here was, like, these are so our average conversion rate, we do Google ads. Our average conversion rate with Joe’s process is around thirty percent minimum.

And we just a heads up, don’t use landing pages for Google ads. Use microsites. Use microsites that target the stages of awareness and then set up dynamic campaigns. But if you use the the VOC data from that, you’re gonna kill it.

Like, it’s it’s it’s a gold mine.

And then we I would love just that alone going from using the that to turning as into gold. Like, that whole process just that beginning Oh, yeah.

Look, think about that. Imagine the juicy, like, ads that you can make from this. Right? It’s like everything.

It tells you these, the operators and all that stuff. You got your landing page. You have your your copy, the ads, and the dynamic, like, you can insert the it’s AI based, but you still have the tired of in what? It just mix mixes it up.

Right? You have your FAQs, different stages of awareness. You have all that jazz.

Did you say you were getting thirty percent CTR?

Oh, yeah. Minimum, man. We don’t, I don’t play, yeah, I don’t, we don’t play games with that.

What’s the, what’s the average?

Like, what’s the standard, like, three to five?

Really? Sure.

We don’t we have clients, like, for we do Google ads with our client. Like, we have when I say clients, like, we have some clients that, but I’ve never lost them. Like, we do I’ll just show you quickly. I you got me like talking. I love this stuff.

So what we do for Google ads is, is I don’t know if anyone the calculators he was on this. I don’t know if anyone’s done, ROI connector.

Calculator, miscalculator.

But, yeah, we do, is does anyone do, you have to find it? Does anyone know attribution at all? Or does anyone use attribution for Google Ads? Is that we can we can cover that if if you guys want or not.

But, essentially, it’s the, you know, how everything is data driven right now, and, everyone’s saying to use, like, data driven attribution. The moral of the story is don’t because in, in the the b to c space or service base space, you can have a campaign that’s optimized for say like your cost per lead, but sorry, cost per acquisition, but in our space, it’s actually cost per lead. So it can be sending you AI based tons of crappy leads that aren’t converting. You wanna go a layer deeper and you wanna focus on your cost per acquisition, right, based off CRM data, taking into account your gross margin.

And that’s what you should be optimizing your campaigns around. And then the beauty of that is is once you get to that level, then AI is is optimizing your campaigns off of actual sales and not just revenue, but actual ROI taking into account gross margins. So you can say how powerful that is. That’s that’s the right way to do it.

And that’s why we get such high conversion rates because we start with proven principles over time. We optimize around a profit not leads. That’s that’s the distinction. I can do a separate seminar on that if you guys, if you like that.

I would love to I would love to hear that.

Yeah. We have a couple of key clients that we’ve just because we make them money. Right? I wish I could show you that calculator.

It’s just we but agencies shy away from that because you don’t the the I think the average lifespan is, like, four months with a client. Like, we never lost a client. It’s not that we’re super awesome. It’s just we make the money.

And we show ROI taking into account gross margin. That’s literally the conversation that we have and their eyes open up. And if you ask anyone in in in service business or or or service based, ask them, like, how do you know what’s working?

They don’t know. Well, I’m getting lots of leads, but are those leads converting? Yeah. Yeah. We got a couple of sales prove it.

Well, what’s can you link lifetime value to the original source? And they’re like, yeah. Yeah. Even if they can do that, they don’t take into account their their cost of goods. Like, that’s just it’s insane the how people are approaching this. But once you educate them, they’re they’re not going anywhere, and then you just you use the data to sell it.

Yeah. So I know we’re going over. Does anyone have any other questions that I can answer? Or, for the next I have we’ll have one on December sixth again, is there a topic that people wanna go over for that one?

I will probably go with the playground if it was me, just like learning how to use it as a prompted maybe connected to APIs.

What a bit specific problems?

Like, using VOC data to discover sticky key words and sort of, like, the Yeah.

Yeah. Like, if you could use, like, a Yeah.

That’ll be perfect.

Like, a used case, and we can go through that.

Sure.

I mean, if we if we could interchange, like, a GBT where it’s, like, the whole model behind p a s and emails and crafting and, like, the integration of, you know, using the Vock voice of mail and then taking that summary to connect to create initial emails and sequencing around the frameworks. That would be incredible.

Yeah. You can do, you can do the, what is it called?

You can email, but that’s a great example as well. So you can use Zapier. We tried it, but it’s so wonky. And the problem is you can’t, like, say you did the GPTs, you’re always clicking allow, allow, allow, allow, like, what’s the point of automation then. Right? It’s not true automation. To get them to true automation, you need this.

This is always allowed not not work?

Pardon me?

There’s always allowed not work?

It it’s yeah. But you’re always clicking every it’s like Google has it. Right? This is the limitation. You always have to it works sometimes. It doesn’t work always, but you’re just there clicking buttons.

If you you can get a little more advanced if you wanted to get into the, but then you need to work with a developer. You can go to this level here where you have your actions This will you can use this to send an email. This API, the way I showed you to do it, you can do that through this. You need to you just need to get your Zapier integration, and you can see here you’re gonna click on actions, and you can see the actions that I’ve created.

So I’ve tested this stuff. These are the actions. So I I find an event in the calendar every morning I do my my brain dump, it looks at my calendar and then it looks for a ninety minute slot that I can work, and then it tells me, create a post is what I just showed you. So there’s different ones that you can do email, you can do a bunch of stuff, and it’s handled through this.

It’s just not like I showed you, you just have to click every time authorized. You can use the custom GPS for this, but you have to work with the developer. We do have developers on hand, like if there’s something as a group that we wanna do, then let me know. And I can I can have my team do it for us?

But this is you gotta know Pat, Python. I don’t know this stuff. Like, I’ve been, like, I don’t even understand it, but they do. What this does say?

Yep.

Have you ever tried using ChatGPT to actually write that code for you?

Yeah. Good luck. It’s a I I tried it, man. It’s not as simple because you have to have yeah.

I tried that. I’m like, oh, I know a quick workaround. I can do this. And like, yeah.

Not. So the this right here, you have to have a separate, you need to install Python on your computer to get this to run and then that’s what will will create that. I’m probably botching it, but then that creates the the the data which it draws from. So I wish.

Yeah. You can do this with open AI. There’s a lot of free uh-uh APIs that you can that you can Google and you can do some pretty cool stuff But this is what’s gonna get flooded. Right?

These are all free APIs. Like, you know, public transit is one you’re gonna see flooded. Right? Like, Ottawa bus, API.

Right? A lot of cities have this for developers. These are free. So you’re gonna see a lot of these GPTs come out where it’s like, hey, you know, check your schedule, all this stuff.

This is gonna this way you’re gonna see is flooded. These are the quick wins that everyone’s gonna take down quick. And then after that, you’re gonna get into your custom those will be used up pretty quick, then you’re gonna get into your custom APIs. Then you’re then that’s gonna be used up the specialization, then you’re gonna get into actions.

Right? But now you see what’s happening. Right? You’re into this the you’re into this stuff.

You need a developer, a hundred percent.

Because that that they say it’s for it’s not. No code. It’s not true. Not even close.

I wonder how complex the card is.

The what is the code? I it’s pretty it’s a I work with, one of our developers contributes to the word press core. And he’s he’s, like, this is in his Python and he’s, like, he’s challenged with it. He messaged me this morning, so this is pretty challenging.

Which is good, but it’s pretty it’s not as easy as they’re making it seem.

Interesting. Yeah.

It’s not, like, you do need to know some color some coding. At what level? I don’t know because I’m not a developer, but you need you need some coding. I’ve tried. I’m not a developer. I’m I’m pretty good at, like, figuring stuff out and, like, looking for hacks and I couldn’t do it. I spent, like, a whole weekend trying to figure this out.

It didn’t work.

Hey, were you were you okay with sharing any of, like, the VOC GBT that you built?

Yeah. Of course. I’ll share everything with I’m I’m gonna share let me know what you want. I’m gonna share the, the GPT.

I’ll share the, the data, the trends, me put everything together. We already did some videos as well. Like, if you if anyone wants to build your own bot, you can follow this and build your own bot. It’s gonna be it’s it’s not as difficult as, I think with it.

But of course, I’ll share all of it. Yeah. Absolutely.

Amazing.

Yeah. This is really cool. I’m a bit Drinking from the fire hose in a really good way, but I was so excited. You have my mind going.

I know that’s that’s the problem. You’re like, this so, like, you don’t know. When I was doing this seminar as a the this info session is, like, it was going one way. I had to redo the whole thing because it’s, like, changed overnight and all these new features. I’m, like, oh my gosh. Like, this is but you’re just there’s so many things you can do with this. It’s like a kid in a candy store.

I don’t know where the industry’s going. I really don’t.

What’s gonna happen to those, services that are built into chat activities API already.

All the plugins.

Yeah. Like, like, yeah, what are what are, like, there are there are services out there that I mean, came up a month ago.

I wonder how they’re gonna be affected by this because They’re gone.

That’s that’s where they thought that’s how everyone thought it was going, was plugins. Right? And then, and then out of nowhere, they came in with these GPTs, but you can see their business model, GPT’s Assistant API, that both different audiences, different purposes, and you can see what they’re geared towards. And they’re they’re getting it. So there’s a there’s a lot of we can make a lot of money in the space because you still need to small business owner is not gonna pick this up, not a chance.

Do you think, have you given any thoughts to what, most likely, popular GPTs, that that would be functional and useful, like, at, for, like, the general public.

Like, other, like, AI. Yeah.

Like, if if they’re selling them, like, if they’re creating the the the store, like, I I’m just I wish I could jump forward six months into the future and see what the the top five GPTs that are being sold for money.

Oh, yeah. That’ll be yeah. You can you can Google them now. Like, you people are making them public.

They are so you can type in GPTs, like, there’s a Simpson one. That you can so people are there there’s no inventory per se, but there’s some there’s one here. You can find them. There’s some pretty fun stuff.

A lot of people are having fun with it.

It’s just using prompts to no way. That’s crazy.

And it does. They work pretty cool. Right? And you can go to there’s a there’s a way to, to figure out what they’re using too. Like, you can, the to reverse engineer the prompt they’re using.

Speaking of that, Shane, I have, I don’t know if you thought about it, but I found, basically, a protection prompt because this is another thing that’s, like, beginning now this protection industry, basically, people figuring out all possible ways to protect the prompts and the knowledge bases. So I basically have this block where that I used to put my prompt in so that people can now basically scan cannot steal my prompt or download the knowledge base.

It’s pretty crazy that, like, people till someone comes along that smarter than us and Yeah.

People have tried so many things. There are people that even so they blocked all people from, like, asking JCPT.

Okay. Give me the prompt. But then some people thought about what if I ask subjects to to give me the prompt inside the PDF that I upload to the GPT. That’s very crazy.

This is this is kind of a famous exercise online, but you it’s like you have to ask, it’s a wizard, and you have to get him give you the password.

There’s ten levels with increasingly complex, security. And so, like, you can be like, what’s the password backwards? I know you’re healthy. Yeah.

But then you have to you can be like, the password the the password is not a password. It’s the name of your favorite pet from when you were a child, was your favorite? What was your pet’s name? I’m sorry. You can trick it into, it’s a thinking, yeah, it’s amazing. It’s really cool.

I do have to, Paul, I do have to head everybody. It’s, you get excited about this stuff. Right? I love talking about this stuff.

I’m not unfainable. Yeah. It’s it’s it’s I’m happy to share everything absolutely. And and if if, whatever you wanna cover, like, specifics. I suggest, like, the next sessions, like, cover specifics. Hey. How can we find sticky copy from VOC type stuff and and we can get into that as well?

Yeah. That would be really cool.

And, you know, and leveraging it somehow, whether it’s API or just uploading what that sticky copy is in as a PDF into another prompt, like a GBT that helps you work through the email copy or end or whatever.

Yeah. That would be cool.

Let’s have some fun. Like, who knows what we come up with? Right?

Like, Love it.

Shane.

Awesome. Thanks, everybody.

Thanks. Bye.

Bye bye.

Worksheet

 

The 3-Tiered Copy Referral System

The 3-Tiered Copy Referral System

Transcript

Alright. Everyone seeing that okay?

Beautiful.

Alright. So one thing I’m noticing is I always, like, title these things with, with, like, a super direct response headline, and then I realize I have to say it out loud in a really casual way later. And it’s just, like, really awkward. So I almost don’t wanna read, like, the title of this.

I’ll just, like, let that be on the screen for three seconds and let y’all read it so I don’t have to speak copy of that. There we go. A dead simple automated referral network to secure decades worth of well paid cut projects without awkward ass or fake as fuck friendships. There we go.

I said it about that. I got it on myself.

Cool. So this is all about my referral system.

Yeah. I don’t know. I think I’ve taught this more pieces of this, like, once or twice in various bonuses and various trainings, but the beaniest part or the meatiest part is the one that I’ve always kind of, like, went a little bit too quickly. Like, it’s also been, like, stuffed within a bigger training. So I really want to take the opportunity to, like, really give this one the time and the process to have it implemented because it’s, by far, been, like, my most impactful, client acquisition system over almost a decade. So, yeah, we’re gonna formalize it, process it, processize it, and make it real, and it’s real if it’s on a worksheet. So there we go.

Fun fact one.

Eighty five percent, I’d say, more than eighty five percent of the clients I’ve served over the last decade were referral based, and the other fifteen percent was a combo of guest presenting and masterminds.

So, yeah, this is also in a very specific order. So guest presenting and masterminds, another awesome source, live events, great source, and podcast, social posting, all that stuff, a distant third. So eighty five percent from referrals. Then of that remaining fifteen percent, I’d say, like, most of that was live events and guest guest presenting in courses and masterminds.

Fun fact two, never run ads, cool DM, or dance on TikTok.

Nothing wrong with any of these. Not hating on any of these. I’d do them if I could. I’d dance if I could, but I can’t.

And when you’re almost forty, you just kind of accept that, like, I’m not meant to go through this lifetime with dance moves. And, yeah, you make up for it in other ways. So, yeah, Joe could attest to this. I was at her wedding.

I I was awful on the dance floor. The worst. I avoided the dance floor at all costs until I had no choice. So fun fact to you.

Fun fact three. I’m an awkward Canadian who forgets to call my own family members on their birthday. I’ve been characterized as misanthropic, but I’m really not. I don’t think I am.

And all this to say that I’m so far from perfect in cultivating and maintaining business relationships. Like, this isn’t an area I consider myself to be a ten on ten at.

Yeah. It’s weird for me, and I do it imperfectly.

And, yeah, I just want that to be known. Like, to implement these strategies, you don’t have to be, like, the most social, human y person in the world.

And there’s so much margin or imperfection in all that. And fun fact four, I’ve systematized all of this after the fact. Meaning, while I was using it, it was all by accident and highly successful without ever formalizing it or turning it into a process. Meaning, if you turn this into a process and use some of the steps I’ll give you in this training, you’ll probably crush it and, like, blow my results with it out of the water.

So that’s my hope is that, yeah, you take what I did accidentally, formalize it, make it real, make it a process, make it a task you can actually do, and, yeah, beat my results on it. So without further ado, the three tiered automatic referral network. So tier one is your current or your past clients. So what makes you referable?

We could have, like, a sixty minute discussion just on this.

Typically, when clients have referred me, I’d ask them, like, what made you think of me? Right? Like, what made you refer me? Like, what made you feel comfortable referring me?

Like, that’s the one question I would always ask after I said thank you for the referral, of course. But, yeah, why did you refer me? Right? And that gives you so much juicy information about what they value about you and how it gets communicated to others.

So this has been what I’ve received back, in no particular order on this one at least. So performance, obviously, you gotta be getting results. They’re not not gonna refer you to their close network and their friends if you just can’t do what you say you’re gonna do, and it’s not working. So performance, that matters.

Probably above all else, communications, clear expectations.

The bar for this is still so low, and I think it’ll remain low forever because it’s been low forever.

But just be a decent communicator. Set clear expectations.

Like, the number one headache clients and project managers in particular have had is, like, I just don’t know if this is getting done. I don’t know if it’s being worked on. I don’t I can’t trust on the reliability of this freelancer to get the work done. So communication, clear expectations, vital, massive, huge, and makes you highly referable because they know you’re not gonna cause drama, stress, and energetic tax on the people they refer you out to, which is what they’re afraid that they’ll be responsible for in referring you out. Right? If you are an absolute nightmare, a mess, refusing, totally inflexible about everything, they feel like that comes back on them. So it’s like almost reverse engineer what makes you not referable and optimize against that.

So low drama, low stress, low energetic cost. Typically, the feedback I’ve had in response to the question of what made you refer me is you were so easy and simple to work with. Right? So take that for what it’s worth.

How can you be low drama, low energy cost, while, of course, still maintaining your boundaries and your scopes and pushing back where you have to. So, there we have it. And, finally, like, they know you’re open to taking more clients. So this is, like, an obvious one.

Right? It’s like, I’ve had clients want to refer me, but they simply just, like, said, oh, I didn’t know you were still taking clients. Right? Like, they just assumed I was fully booked up.

They just assumed that, like especially if you position yourself, I think, like, Joe had, like, the diva list way back in the day and a wait list. Right? Especially if you have a wait list and they had to wait to get on your calendar, they’re just gonna see my book full. Right?

So it’s just yeah. Like, they can refer you if they think that you’re not open for more business. So just making sure they know that.

That’s really the five aspects for tier one.

In most cases, when it comes to being referred by current or past clients, to be honest, I never even had to ask to be referred. It just kinda happened organically when the opportunity presented for them, and those five things were present.

And this is also how I preferred out freelancers that I’ve hired in the past. It was like, this person was awesome. They were easy to work with. Oh, opportunity here. Let me refer them. So a lot of these refer referrals will happen without a formal ask as long as those five things are present and true, but it doesn’t mean you shouldn’t make an ask. So if you are going to make an ask, and you can, and you should if it feels right to do, Best time to do it in my view would be after a project has successfully wrapped and finalized, after you’ve had your postmortems, discussions about a retainer, discussions about continuity.

All that has been had. The project has been successful up until that point. Right? It is my belief, I guess, that the focus should be completely on serving that current client. And if you’re making that referral ask while there’s still some stuff left undone, it just feels a little bit premature. It almost feels like you’re moving on to a new relationship before giving your all to the current one, and that’s always a bit of just, yeah, not the best feeling in the world. So, yeah, best time would be after all those conversations have been had, after a project has successfully closed, and once that current client has felt like fully served within the scope of your project.

So how to do it?

Once again, awkward Canadian. There’s a million different ways to do it. I like doing it by email or by text, for two reasons. One, that’s probably where I feel most comfortable and least awkward.

But I’ve also heard from clients that they prefer to receive a referral request by email or text. Right? It could have them feel caught off guard in the moment if you say, like, by the way, like, do you have anyone to refer me to, right, in that moment? And then they go sign, then you go sign, and it’s just this, like, epically awkward moment you just both want to, like, disappear from, but can’t disappear because it’s in real time.

So, yeah, feedback I’ve had is they prefer having this, ask by email, and this is a little template that I’ve used. Right? So it’s like, hey, Naim. Really loved collaborating with you and your team on this. Right? So appreciate on them first.

It was awesome that we were able to achieve why. So the result you achieved, remind them of the results that you’ve had, that you can get the job done, right, as we said, on the five point criteria.

Then be super specific, like, epically specific about what you’re looking for. So this is, like, the number one complaint.

I’ve heard from, like, clients over the years. It’s just like, what am I referring you for? Right? Just be epically specific. So I’ll have three spots for a similar type of project next quarter.

So, like, specific timeline, like, when you’re available for it, like, how many spots are available human, course creator, biz owner, SaaS founder, like, whatever that is for them in your close network. So now you’re, So now you’re, shifting their attention to their close network for a very specific person who’s actively working on and then name the project that you’re available for, I’d so appreciate it appreciate the nitro. Right? So now it’s not a general, if you can think of anybody.

Right? I can’t think of anybody. Right? Like, you have to help my mind zero in on who that anybody is, for me to even think of that person.

So you’re just really kind of focusing their mind on that specific type of person.

And that’s sometimes I like to wrap it up with this. My best clients tend to be those who come into my world via other amazing humans and founders. Hey. That’s you, and it’s always a pleasure to bump them up on the priority queue wherever possible.

If you do have a referral fee that you offer, you can include it there.

What I don’t include, that I’ve seen a lot of people include is, like, if you can’t think about think of anyone, no worries. No problem. Just thought I’d ask. Like, don’t apologize for the referral.

Don’t let them off the hook without thinking about it.

I’ve seen that languaging come in my inbox. Like, if you could think of anyone who would be no. Sorry. I’ve had it come in my inbox.

If you can’t think of anyone, no worries. And I’m like, great. No worries. I don’t need to think about it.

So, yeah, I wouldn’t let them off the hook for that. Like, if you’ve done an amazing job, built an amazing relationship, like, why wouldn’t they? Right? It’s almost a gift for them to be able to know what you’re available for and share you within that network.

So, yeah, that is tier one.

Tier two, my all time favorite, defacto team, service providers, collaborators.

And this is where we’re gonna focus the majority of the time. It’s the one that we have all the worksheety, things on. But, essentially, who are you working with when you plug yourself into a team? Right? So the landing page designers, the funnel builders, the automation specialists, the person putting those emails into the CRM, into ActiveCampaign, HubSpot, whatever they’re using, ads managers, media buyers, who’s sending traffic to that landing page you just built.

Project managers, integrators, you know, operations, customer service managers even. Right? Like, in my interview process, I love, love, love talking to customer service managers, you know, sales directors.

These people who typically don’t get included in the copy process but have so much to say about the customers that they’re having sales conversations with, that they’re serving on the back end, such a rich source. And in my experience, they just love being included on that because, yeah, they don’t even get enough love internally. No one asks them. Marketing never asks sales or customer service.

So, yeah, awesome. They’ll love it. So these are people, I’ve really enjoyed building relationships with both for, yeah, both for getting the research I need, as well as delivering a result that can be well integrated with the team. Right?

Like, there’s no point me writing a long form sales page without first checking in with the designer. Right? Like, how do you enjoy collaborating with a copywriter? Right?

Like, you know, do you want me to is it helpful if I start wireframing some parts of this? Right? Is it helpful if I give, you know, screenshots of other sales pages that I really loved how they laid out a certain section? Right?

Or do you like to have just copy? Right? So just having these brief conversations, can go a long way and also the performance of the project itself and making sure that your work translates onto the page or the CRM or the, automated sequence appropriately.

So this has been, by far, my favorite referral source and the one with the longest shelf life. So So a past or current client may refer one person one time, but a media buyer or ad specialist that handles fifteen or even twenty or more accounts per year may refer you five or more times per year over multiple years. This has been my experience. The volume of referrals from tier two, gosh, it doesn’t stop.

Like, every month, I still get referrals from a media buyer, a designer, an automation person that I’ve worked with, like, three years ago. Like, it just doesn’t stop. And for whatever reason, that a lot of people go into tier two. So tier two has been, by far, the most lucrative source of referrals and the easiest one.

And it’s easy because designers, media buyers, funnel builders, strategists, integrators, oh, they all need great copy to make their thing work and thus make them look good. They need you. They need your genius. They need what you do.

They need to bring you onto other projects so that they can continue looking good, especially media buyers. Like, this has just been true for anyone running Facebook ads. Like, they are creating, like, new ad creatives all the time. They’re testing new angles all the time, and they need those angles to perform.

They need that copy to perform for their, for their benchmarks, for their KPIs to actually be hidden. So they need copywriters, and they’re the most invested and incentivized referral tier. Like, they’re not doing you a favor. You’re doing them as much of a favor as they’re doing you on this type of referral.

So, worksheets, you can work on this now. We can work on it later, but, really, this is all we have. So it’s so simple, almost like obnoxiously simple, but, like, list out, like, three five like, three to five people on your current defacto team. Like, people you are working with within, the projects you’re working on.

Right? Ideally, people who are also freelancers, but they could be in house as well. So many of these referral sources have been in house people who have transitioned to other organizations who have transitioned to freelance over the years. But just list three to five people, like, on these current teams you’re working with, and just put a check mark if you wanna schedule a fifteen minute coffee coffee chat with them.

Right?

And aim to have three to five of these conversations every month, like, fifteen to twenty minutes. It’s like an hour a month, and I promise you, it is an hour really, really well spent. So, on the worksheet, three to five people you can think of that would be, beneficial to have a fifteen minute chat with for the sake of the project you’re currently working on or just even a get to know each app.

Agenda topics.

Favorite one has always been what you can do to make their job easier. Right? So designer, wireframe, or no wireframes. If I’m working with a funnel builder or an automation specialist and I’m writing, like, these long email sequences that have, you know, tags, They have lists that need to be suppressed, segmentation.

Right? All these things that get really confusing unless you actually, like, list it out. Like, send it to this list but not this list. Tag them if they click this.

Like, ask them. Right? Like, how do you wanna partner? Like, what is the best way for me to make this so clear for you?

Right? That could be Loom videos. That could be, like, notes in your Google Docs. But just get on the same page and make them feel like they had a say in that process, and that you’re really looking out for them to make sure that they could do their job effectively.

Next topic topic of conversation that’s been so much fun and rewarding and useful and beneficial for the success of the project is just customer insights. What can they offer you to help you in your role? Right? So customer service director, reps, sales manager, sales reps, that has always been a great source of that.

And then if they’re freelance, if they’re on contract, or if it’s an agency, right, essentially asking them what type of clients do they love working with. Right? So be the first person to ask that question to them. Right?

Like, say that, you know, like, as you go about on your freelance journey, right, in your agency, like, referrals are gonna come up. Who do they love working with? Who are they open to referrals for? Right?

And, naturally, they’re gonna reciprocate on that question.

And then, simply, when wrapping a project, especially if, like, that’s kind of, like, a close to that relationship, just share a note. Right? It could be an email. So this is a simple email I’ve sent to, like, members of a team after I’ve wrapped a project, whether it’s a launch or an evergreen funnel.

I’ve sent this kind of email to the designer, the automation team, the media guys. It’s just like, yeah. Share specifically what you appreciated about them, their skills, their craft, and just say, you’d love to collaborate in the future whenever that opportunity presents itself. Right?

It goes such a long way and so simple to do.

So how do we maintain this network even if we’re not, like, crazy social people who love doing all this stuff.

My system, as it evolved into a system, was super simple. It’s really just like a spreadsheet.

So keep a spreadsheet, right, of these three to five people per project you work with, right, or any, like, CRM or whatever you use. Right? You can even create tasks for this. You can put it on your calendar.

Just aim to keep in touch every six to twelve months. Add them on socials, Instagram, LinkedIn, Facebook, like like pictures of their cats. Like, just stay in touch any way you need to, and build that genuine relationship and connection and stay top of mind so that when the next project arises, it’s just so easy to think think of you again, right, because you’ve stayed top of mind.

So a reasonable goal is to create two to three new connections or potential referral partners on every new client account or team you work on. So if you work on just seven accounts or clients per year, that could be fourteen to twenty one referral partners who are highly motivated and invested in bringing you onto their other clients’ projects when the opportunity presents. And that isn’t just short term. In my experience, this extends multiple years.

And I haven’t even executed this strategy much much over the last year. Like, most of my network was built probably, like, three years ago, four years ago, five years ago, and those are still the referrals, that keep driving new leads and new projects.

Final one, other copywriters. Not gonna spend too too much time here, but, essentially, there are three aspects to this one. So copywriters who work on complementary things.

So you might be world class at trial to page sequences for SaaS. They’re killer pricing pages.

Very obvious. Client overflow, another very common one. So you work on a similar thing, but they’re overbooked. And the client in question, they can’t wait, like, four months until, you know, their wait list, you know, is complete.

Right? They need that project done now, and you you essentially have a choice. Right? You have a choice.

You could refer that to someone within your copy family, or you could have that person, like, be lost forever. Right? So client overflow, don’t underestimate the power of this one. So definitely, build relationships with copywriters who are doing a very similar thing.

That one has turned out to be a win win win multiple, multiple, multiple times. And then there’s the torch pass. Right? So fellow freelancer, who may be pivoting into a different space.

They may be building a new company. They may be taking a sabbatical, maternity, paternity leave, retiring, whatever it is. Right? It is someone in your space doing your thing, but they need to hand off their client roster, really quick to someone who is competent, someone who could take care of their clients at a very high level and a very high standard.

So these are the three types of referrals I’ve participated with with other copywriters. All of them have been really fun, really rewarding. So, yeah, keep those in mind, as you build your network with other copywriters.

Process for activating this tier, really simple. I mean, be visible, known, and clear in what you do within your paid or free copy communities.

Have a short list of the three or five copywriters who share a similar space and work with your dream clients. Get to know them, have chats with them wherever you can, and a short list of three to five copywriters who work on other complimentary pieces of the funnel for the same type of clients. So definitely have a copy chat with these folks. Like, these are your people to really build that automated referral network with, within tier three.

So we covered a lot of ground. I really want to focus more on tier two, but couldn’t ignore the other ones. So I’m going to keep quiet, get off this. Thirty minutes in.

Not too bad. And, yeah, open to questions, comments.

Yeah, anything that would be helpful for y’all.

I think that getting on coffee with the team has been one of the best pieces of advice, like, I’ve been given. I found, like, particularly ad strategist, it’s so helpful. Like, they always have referrals. I think what I need to work on more is that tier two, like, actually nurturing those relationships, because I’m definitely not doing I’m not actively trying to stay top of mind.

And the only other comment I had was I’ve what I have struggled with is getting referrals from clients. I think because I work on, like, a lot of funnels for one client, they tend to, like, not wanna refer me. They’re kind of they they’re always like, oh, we don’t wanna share you, and they kind of they joke about it. But, it’s like, have you, I mean, have you encountered that and found, like, a way to Yeah.

So that’s a real phenomena. Like and they say it, like, jokingly, and part of them is, like, really serious. Like, they wanna they wanna, like, gatekeep you. Yeah.

And it’s, like, such a compliment to how much they value you, and it’s also really annoying. Right?

How have I managed that?

Good question. I think it’s like so so if they’re, like, really wanting to gatekeep you, then they’re not going to refer you unless, like, you specifically ask. Right? So there’s that element, right, where, like, you could definitely send out that email or a version of that email that I shared, like, at the conclusion of a project.

So, like, they know you have the bandwidth. Right? And you could also reassure them in that email. Right?

Like, you’re fully available and committed to the projects that you have laid out. Right?

So that’s option one. Option number two is to just be less reliant on it and really focus on tier two. Like, tier two, even when tier one is done super well, like, tier two is the one where most of my referrals have come from.

So, yeah, I didn’t yeah. I wouldn’t focus too much on a solve for that problem and just see where the opportunity is for easier wins, I guess. And I think the easiest one is just, like, yeah, highlight those three to five people on each project or even two to three depending on, like, who you resonate with. Like, I’m not encouraging you to build relationships with people, like, you just wouldn’t wanna chat with outside of that project.

Yeah. There should be two to three on every project, at least, I would say.

Mhmm. And, yeah, just focus on that one.

Yep. Cool. Thanks, Ryan.

Cool. My pleasure.

Yeah. I think this is, I know that this has been true for I I haven’t worked with a lot of teams as a freelancer because a lot of the clients I work with are very small start ups at the moment.

But I have reached out to a lot of my old colleagues because I worked with a lot. It was, like, embedded in a lot of acquisition teams.

So I will reach out to a lot of my old colleagues because all of them have moved on to new companies Right.

And just ask them if they need help. And most of them have said yes. So that’s sort of been a a version of that.

Yep.

That has definitely been and, also, like, I already have that well established relationship because we work together, so they already know me. We’ve already done plenty of coffee chats, already have their phone number. So it’s easy to reach out and be like, oh, hey.

If you ever need any help, I’m here.

Cool. Has that been a source of referrals for you?

Yeah. For sure. Actually, I also got two clients from interviews where they didn’t hire me. And then I reached out to them, and I was like, you should hire me as if like, they were I was interviewing for a different position, and they didn’t give me the position because it was, like, more of a campaign manager or product marketing manager.

And it it was fine. Like, it also would not have been a good fit.

But then either they reached out to me or I reached out to them. And so now that’s true for, like, two or three different companies that they’re my long standing clients now.

Mhmm.

So I think that have definitely helped.

Yeah. That’s awesome.

When you say that, like, you don’t typically work with teams, like, who’s the one who’s typically, like, implementing your work either from, like, a design standpoint or a development standpoint or, yeah, any of those?

Well, I guess I guess I’m working Usually, I’m just working with one person. Usually, it’s like a very small marketing team, like two or three people because, let me tell you, marketing teams just do not have the budget for extra people.

So if they’re a series a, series b, like, they are barely scraping by.

They do not have any budget for media buying. And, like, ideally, I’d like to move into slightly larger companies, ideally outside of Israel where they have more money at the moment.

Mhmm.

But for them, it’s usually, like, one person. Or Mhmm. They have, like, onboarded me, and it’s a retainer, and I’m implementing.

Right. Right.

Myself.

I do have one new client that’s a little bit larger. Mhmm.

And the, like, campaign manager I think they call them, like, life cycle managers. Mhmm. This is more B2C oriented.

They’ll reach out to me, and I’ll just send it to them in a Google Doc.

Cool.

But, yeah, hopefully, as I start working with more companies that are more similar to the companies I used to work with when I was in house, then I can implement those same strategies, but it has been useful for me.

Awesome.

Nonetheless.

Got it. Cool. Yep.

Do you ever send a thank you gift as a token of you know, like, something as a token?

I have. Yeah. To clients you’re talking about specifically. Right?

To client or any I guess, anybody who refers you and lead, you know, results in business.

Yeah.

The short answer is, like, yes.

And it’s not, like, an automatic process where, like, you know, as soon as this referral is done, I contact my VA, and they have this specific list of gifts to order and send. Like, no. It’s, like, totally scrappy, like, as I feel inspired and as I feel, like, genuinely grateful.

And, like like, I’ve dropped the ball on that many times. Like, I’ll admit that. Right? Where it’s just like, you intend to, you want to, but it’s a crazy week, and then it’s two weeks later and you feel like it’s too late, but then you feel really awkward about it. And, like, like, I’ve been there.

But, yeah, like, gifting has definitely been part of it. I’ve definitely sent gifts to members of the team. Right?

Like project integrators, project managers in particular, because I noticed that they’re typically the ones who drive that decision to bring you on to the next project, the next project.

And they’re typically the ones that I’ve worked most closely with. Right? Not necessarily the CEO or the founder.

So, yeah, I’ve definitely enjoyed, like, surprising members of the team with gifts because they just don’t expect it, and it’s fun. It’s cool to gift.

So in that in that scenario, are you just sending a gift as a thank you after the project wraps? You’re like, it’s really great working with you. Here’s a little delightful surprise.

Yes. Totally. So there used to be, like, gifting apps that I used. I can’t remember all of them, but, like, they were really easy to, like, send and have them redeemed.

Mhmm.

Like, physical mail, like, I’ve sent that to you, but I live in Canada. Most of my clients are in the US, and it would take, like, a few extra weeks, which which is fine. Right? It gets it gets there when it gets there.

Like, when it comes to, like there’s a great book on gifting. I can’t remember what it was called, but, like, there are a few things that does that does anyone remember, like, a book on gifting?

No. That seems really weird to me.

Because it’s such a weird thing.

But, like I mean, like, give someone that as a gift just to, like, mess with them.

Right. A book on gifting? Oh gosh. I don’t know how I’d receive that. If I was gifted a book on gifting yeah. It’d probably be the end of the friendship. I’d be like, I don’t know what to do with this.

Yeah.

But what was it? Anyway, like, I think the point that I was trying to make was the gifts that I would send would just be, like, inspired by a conversation I had with the person. Right? Like, an interest I know they have.

Right? Or just something I know about them that I picked up from working together. So, like, those were the was the ones I’d, like, I felt most inspired to give versus, like I don’t know. Like, what’s a typical client gift?

Like yeah.

Like You’re not doing, like oh, sorry.

Go ahead.

Yeah.

Another gift that, like, really landed well, like and, like, I just did it because I was inspired, like, spur at the moment, was like, I knew where my client lived. Right? And I just, like, booked them a massage, like, fifteen to a spa, like, twenty minutes from their house. Right? Like, stressful launch vibes and, like, you know, treat yourself after this. Like, I’ve treated my client and their local team to dinner. Like, that was a bit of an expensive gift, but it was, like, one of those, like, higher ticket launches I helped with.

So, yeah, things that, like, don’t just get tucked away but actually have a lot of meaning and a lot of value, in the relationship that also feel really good to gift are things that I would do. And I wish in retrospect that I was, like, more consistent with it and didn’t let my own, like, overwhelm and stress, like, get in the way of me actually doing it consistently and doing it well.

Yeah.

I don’t know if this will help, but I did had a really, really good find for a gift.

And this kind of only worked for me because all of my clients are local, and I was able to drop it off. But I found a local baker that makes macaroons, and I had her make macaroons in my colors, in my brand colors. Oh. And then they would, like, be boxed well, different size boxes, but there would be a few with logos. She, like, took a piece of fondant and printed my logo on it. Mhmm.

And they were, like, homemade.

It was, like, somebody working out of their house.

Everyone loved it. The macaroons were really delicious. They were local. They were fresh.

So I don’t know if, like, maybe you can find somebody near them, but it was a huge hit as opposed to, like, giving somebody a water bottle or a notebook that they’re never gonna use again.

Right. Right.

Okay. So this is I mean but it sounds like you don’t have a these are, like, thank you gifts to show appreciation after you’ve worked with them. You don’t have a systematized kickback system for people who refer.

I don’t.

No. No.

I did do that, like, a couple times.

Just, I feel like maybe it would depend on the situation. Like, I, yeah, I did that a couple times with, with clients who referred me Mhmm. Because I felt like they were taking a chance or, like, sticking their neck me, and I was really grateful for the new type of work. But, yeah, I don’t haven’t, made it a systematized thing, like a standard practice.

I was curious though if you did.

Yeah. I mean, it sounds like amazing if you can. Right? Like and we can only do so many things and systematize so many things.

Right? So, like, it’s one of those things where, like, looking back, I’m like, yeah. I wish I did that. Right?

And I didn’t. Right? For whatever reason. Right? Like, overwhelm, enough on my plate, stress, like, doing too many things, like, all at once. But, yeah, I think if you can find a way to do it, like, it’s definitely gonna help you more than not. So yeah.

Mhmm. Cool. Cool. Anything else on this topic, or should we dive into some copy?

Sweet. Seems like we’re going complete on that.

Naomi, did you wanna share something?

I also I have a question that I would love if you could or, Anantra, I’d love if you could help me out with.

Oh, sorry.

Yeah.

Go ahead.

If nobody’s back. No. You can go. You can go.

Oh, I didn’t realize I was on mute. Sorry. I was trying to bring up the file, but go ahead if you wanna ask.

Okay. It’s hopefully a quickish one.

So I worked I worked on a launch in January.

It was a it was a good launch, and then we ever grow in-depth. So I set up a day on every funnel, and I thought it was converting really well. But it turns out, like, most of, like, ninety percent of the sales are actually coming just from ads to sales page.

Mhmm.

So, yeah, I’m, like, optimizing the webinar funnel, but I’m kind of like, is the best way to optimize it just to be like, let’s just run ads in sales page. It’s performing so much better. Like, the webinar funnels, I think, converting at, like, two percent. And then for the ads, it’s, like, twenty four dollars for a twelve hundred dollar sale.

But I, like, I don’t wanna do that because it kind of like, I don’t wanna, like, admit that my system isn’t working as well as just a sales page. And I’m confused as to, like, why that would be happening. Like, why would a sales page alone convert better than a webinar and emails?

Right.

Any thoughts going on?

What what’s the product, and what’s the price point?

It’s a bookkeeping course, and it’s twelve hundred dollars.

Bookkeeping course for twelve hundred dollars, and it’s converting better ad to sales page at twelve hundred dollars?

Yeah. Weird. Right?

Yeah. It’s a little surprising.

Like, how how like, is it close? Like, I missed some of those metrics you just shared.

Like No.

It’s not close. It’s like so, basically, I set up the webinar funnel, and then I wrote retargeting ads to with the to go to people that have clicked on the sales page. But the ads strategy is kind of messed up, and the retargeting ads just went to everyone. But then they were performing so well, like, twenty four dollars per sale sale. That the media buyer was like, let’s just leave them on. Yeah.

And, like, they’re absolutely sure, like, that’s all cold audience?

Or they’re I I they haven’t been through the webinar funnel.

Then they might not be completely cold. There is a mix of warm and cold, but they haven’t watched the webinar.

Mhmm. So what, like, what warm ish audiences might be mixed in there, I guess, is what I’m asking.

Like As just people that have bought other products, been on the site.

Like, they have a very loyal audience.

Yeah. I mean, it would make sense if, like, a warm audience is getting directed straight to the sales page versus a cold audience going through the webinar funnel. Right? So, like, that could have something to do with it if they bought something before, if they’re familiar with her.

Like, if they’re already bought on the idea of, like, her her process and the goal, right, like, of doing that thing, then, yeah, straight to sales page to that audience who’s already aware of her and, you know, even, like, product aware or solution aware. Like, that will convert more than the webinar funnel to cold. Right? So it’s like I think it’s less about the funnel and more that the webinar funnel was going all to cold, and you’re measuring that against these retargeting ads that were going out to a mix of warm and cold without knowing exactly what that ratio is.

Like, my guess would be there’s more warm within that ad set than cold. Like, that would be my guess. And it’s like pure like, I just don’t see a reality where those are all cold cold, like, having never heard of her before.

Yeah. That’s such a good point. I mean, I did see that some of them had watched the live webinar in January as well. So Yeah. Okay. So I should just focus on optimizing the webinar, like, under with reason to believe it’s for to a college audience.

And then I would say so.

Right? Like like, I know it’s a tough argument to make with, you know, the media buyer and even the client. Right? If they see, like, the return on the ad spend or that set that’s going straight to the sales page.

I think the argument I’d make, right, is, like, if we don’t know how much of that is already warm and maybe you can find that out. Right? Like, you def definitely, like, check-in on those buyers if they’re on the CRM and see their history. Yeah. Right? Like, to some degree. Like, I would really be curious how much of those are, like, cold, cold, and that was their very first interaction with the brand.

Yeah. But alt but, ultimately, like, at some point, you’re going to run out of a warm audience unless you have the funnel to convert cold. Right? So, I’d keep them both even if, like, one looks like it’s way over performing outperforming the other one right now. I think just a lack of clarity of how many of those are truly new leads.

Yeah. If if it’s not all new leads, you definitely need a funnel for cold leads to warm them up. So, yeah, I’d kinda, like, leave with that as the main argument.

But it is weird. Yeah. And, like yeah. I just don’t really see a reality where, like, with both audiences being equal, like, the cold to a twelve hundred dollar product would way outperform, like, the webinar funnel.

Yeah.

Yeah.

Yeah. It’s it’s annoying because I I saw, like, they made, like, eighty thousand, and I was like, yay. They won Evergreen.

And then I was like, what?

Mhmm. So disappointing.

But, yeah. No. That makes sense. I didn’t even think about whether it’d be warm or cold traffic. So, yeah, I’ll leave them both on and just keep optimizing and hope that the conversion rate goes up.

Yeah.

Cool. Cheers.

Okay. So this is the company that I interviewed for last year, and it was sort of like a campaign manager position. And I kept giving them good ideas for copy, And they kept asking me about how I would manage the campaign. So I think I’m getting that job.

But they came back to me recently, and hired me anyways. Cool. So the original the good version is I, I I didn’t see their entire brief, so I just wrote it the way I wanted to write it. Okay.

So I introduced I I included a lot of interesting sparkly details that I got from some of the articles on the current state of the insurance home insurance business.

Yep.

And the second one is the, set of emails I recently wrote, that’s more that it hears a little bit more closely to their, guidelines that I think is kinda boring, but I’m not really sure how to improve it. So thought I would Got it. Show both of those.

Perfect.

So it’s the same one. I just did a longer and a shorter version.

Got it. Alright.

So they’re comparing home insurance premiums or comparing home insurance rates with this tool.

Yep. Sweet. Has and this hasn’t run yet?

Or it They they said I didn’t actually see the brief that they sent.

It was, like, on the second page, and I missed it. So this Okay. Was never sent to anyone, but I included it just as, like, comparison. Like, this is what I would write if I had no restrictions. And then the second one is, like, more close to their brand guidelines, but I think it’s really dull and really boring, But they keep going to be shorter and tighter. But Right.

Got it.

I’m not really sure what to do. So you just see, this one is a little bit more story oriented.

It’s a little bit draws you a little bit more.

Yep. Exactly. I have reference points for these.

And just for the record, she did say she liked she did say that she liked it. Mhmm. This wasn’t according to their brand voice.

Mhmm. This one wasn’t according to their brand voice.

Yeah.

And, like, based primarily on, like, this section here?

Yeah. Their brand voice is a little bit more enthusiastic.

I got it. Yeah.

Short to the point. Mhmm. Look at the ones on the second tab that I wrote today.

Yep.

You’ll see that there’s hints of that of those kind of stories from the first one, but it’s a lot more watered down. It’s a lot more to the point. Right.

I don’t really feel like I’m doing anything.

I feel like I’m just, like, taking everything that they say and making sure that it’s readable and putting everything down on a page.

So these are people who, submitted for a quote on an online form and then can follow through with it, essentially?

They got a quote or two, and then they went through the flow, and then they churned.

And they’re trying to get them to talk to an agent Got it.

Cool.

To either go through it or to potentially add coverage for other insurance items.

Yep. Cool. I like the subject line because that really warrants us in that context.

Yeah. All three of these, actually.

If you like many.

Maybe you have this information, maybe you don’t. Like, what is the main driver or motivating factor for people submitting a quote? Is it, like, that they already have home insurance, but it’s up for renewal and got a price hike?

Is that correct?

So that’s what they sent me some news articles. Apparently, home insurance rates are skyrocketing all across the country, and there’s more and more claims. Some insurance companies have to raise their rates.

Right.

So I figured I would bring that piece of relevant news, to to the table. And Yeah. A lot of people feel like prices have gone up.

Yep.

So it can feel like every turn brings another price hike. I think, like, if you were to ground this in specificity, there might even be an opportunity to, like, in brackets, like, underneath it saying, like, you know, maybe you’re up for renewal and, you know, essentially, you know, your home insurance company reward your loyalty with a twenty percent plus hike. Right? Like, that is typically the reason I think like, I’m not an insurance industry expert, but, typically, it’s like, you know, you get kind of, like, the renewal notice. They raise your rate even though you didn’t, like, claim anything, and you’re like, bastards. I’m gonna get them by switching to someone else. So maybe you could capture some of that here or at least mirror that back.

That’s why I definitely don’t want to let a recent quote or address get lost in your inbox. Hippo has teamed up with forty plus trusted carriers. You got the perfect number of your company at a reasonable price.

So I mean, it’s like the languaging is fair.

Like, I almost, like, glaze over reasonable price. Like, it doesn’t feel it it feels like what an insurance company would say, and maybe, like, they have to say it that way. Right? But it’s like, how could that be kind of upgraded?

Reasonable? Like, what? Are people, like, are people looking for reasonable, or are they looking for fair, or are they looking for better?

Like I think there’s a lot of indignant at the fact that insurance prices are are skyrocketing, and this is especially true in California where I think a lot of differences.

And so I was trying to capture that sense of indigence.

Mhmm. Awesome.

I have a question. Do you mention forty plus trusted carriers to, point out the fact that that, they’re gonna get the best rate because you have so many to choose from.

Yeah. Yeah.

That was one of the requirements that they asked me to include.

So it’s it’s like comparing different rates, essentially. Mhmm. They have, like, a couple of different solutions that they offer.

Mhmm.

So one thing you may consider adding here is, like, a reasonable price without having to, you know, submit for dozens of quotes and getting overwhelmed in the process. Right? Because, like, if they’re churning, it’s and if they submitted a quote to this company, chances are they’ve been submitting quotes, and they’ve been getting retargeted, like or targeted on Facebook from, from, like, every other insurance company. That’s typically what happens when, like like, I I submitted a quote.

I, like, changed my car insurance, like, a few weeks ago. And, like, every other car insurance company, Facebook feed right now. Right? So, like, that could be a reason they’re turning, and you could just kind of, like, include that here without having to, you know, submit quotes to every company that hits your feed, right, or whatever.

So that could be an anti churn strategy or preempting that, or addressing the reason why they might be.

But yeah. Otherwise, that’s good.

This is Yeah.

These ones are all different.

Yep.

So the second one is they want they want them to add earthquake coverage or other coverage, but specifically earthquakes for California, and the third one is there are several different kinds. So the third one, I was able to include a little bit of a a story.

Okay.

That one, I thought, was probably the best even though that was a watered down version. Yeah. That one.

This one here. Yep.

Yeah. It was a little bit longer at first, but cut it down. Mhmm. Because I can like, that’s the other thing that I hear over and over and over again.

They always tell me, Naomi, this is too negative. This is this is not our brand language. We don’t wanna scare people. We don’t wanna get people down.

That’s not gonna make people convert. I’ve heard that at least a hundred thousand times. And so the kind of material that makes really good stories is the kind of copy that always get cut always gets cut for me.

Right.

Yeah. It’s it’s interesting. I don’t have the research to, like, really inform this. Right? But, like, is there is there is the customer’s, like, main driver here just, like, to get the best price and move on?

Right? Or is it features of the protection and really making sure that they’re protected and feel secure? Right? And, like, I don’t know which one of those weighs in more of the more inside the head of, like, your specific client.

Like, if it’s really just about, like, price, right, like, reasonable price amidst all these, like, skyrocketing things, then I agree. Right? Like, the story should be more about, like, feeling, like like, this is fair and reasonable and that their budget isn’t under attack, and now they still have enough income, right, to focus on the things they really wanna, like, focus on. Right?

Like, no one wants to pay for insurance. Right? And, like, I think just having that acknowledgment is helpful. Right?

Like, if they are primarily concerned about price versus all the details of protection. So I think, like, that’s a really important question for the client. Like, it’s, like, what’s the main driver? So, like, the types of protection, the level of protection, and feeling the trust in the protection, or is it best price and move on and forget about it?

Like, what is driving that buying decision?

I think for these second two emails, it’s that you may not get as much flood or earthquake insurance just to realize because those are not usually covered under specific under Yeah.

Home coverage plan.

Yep. Got it.

I don’t think you’re being too negative. Like, I think, like, you’re mentioning what it does, right, the features of the product, and that’s what they’re getting insurance for. So they the feedback on this one was too negative?

No. No.

I’m just saying that’s what I’ve been doing a thousand times.

Got it. Got it.

The things that I don’t see as negatives. So it has to be short. It has to be positive. It has to be enthusiastic, but I still wanna make it interesting. So Yep.

Yeah. Trying to look for ways to help it come through.

Yeah. Have they been, like, specific in terms of, like, what short means to them?

The last time I got a, like, a a template of what they had in their last email Mhmm.

And so that was helpful. But I would say that, like, this is probably the limit to the number of words. Like, a hundred and fifty words for the email would probably be pushing it.

Mhmm. Got it.

Like, I don’t wanna harp on, like, oh my gosh. What’s gonna happen if you don’t get all of this coverage?

There’s gonna be a flood that destroys your house, and Yeah.

We’ll be able to pay for your grandmother’s retirement home. And if you get sick, like you know? Mhmm.

Oh, totally. Yeah.

Like, you can go really far with this, and I don’t wanna Yeah.

No. I I I agree. Right? Like, those stories probably will just kinda repel more than yeah.

They’re difficult to read. Like, that’s the thing. Right? Like, no one even wants wants to, like, visualize those realities, or, like, the word pictures that, like, come to mind, like, when you read over it.

But, yeah, you’re talking about these things specifically. It protects you in your yeah. I mean, generally, like, I agree with that, like, general orientation, right, on the lighter side, on the shorter side, and more focused on, like, the immediate benefit that they’re doing this for, right, which is peace of mind or price. Right?

And, like, what that means and how that appears. Right? Like, feel like this is done, you’re covered, and you can just enjoy your life. Right?

So, yeah, like, that’s really the extent of it. I think, like, these are generally good. I think that there might be opportunity that I use I use the word might. It’s not a hard recommend. But, like, just languaging that mirrors back why they may have churned, right, and to essentially reflect that proximity to the solution, right, so that they don’t need to be in this, like, weeks long process of spending hours on the phone with other providers. I think that connects to your feature of, like, forty plus trusted carriers.

Is, like, your partner there so that they don’t need to have endless conversations, you know, price shopping. Right? You know, like, you can even have a subject line like price shopping question mark. Right? And an email that just focuses on, like, you’re already in touch with forty plus carriers. Right? And you’re gonna get them that best price and save them dozens of hours of just, like, nonstop calls.

So Okay.

Yeah. But generally, good stuff. Yeah.

I see you have a few different, like, call to action options as well. Has that been, like, tested or something that your client wants to test?

Well, it’s a it’s a different it’s a different action.

Right.

We wanted them to just get the quote.

That’s when we wanted them to actually talk to somebody because they already got the quote.

Got it.

Data flows.

Cool.

Alright. Thank you. This is actually Great. This is helpful.

Awesome.

Thank you.

Cool. Cool. Any final notes or questions before we wrap, or is everyone good for today?

Guess we’re good.

Cool. Thanks all. Have an awesome rest of the week.

Bye.

Bye.

Transcript

Alright. Everyone seeing that okay?

Beautiful.

Alright. So one thing I’m noticing is I always, like, title these things with, with, like, a super direct response headline, and then I realize I have to say it out loud in a really casual way later. And it’s just, like, really awkward. So I almost don’t wanna read, like, the title of this.

I’ll just, like, let that be on the screen for three seconds and let y’all read it so I don’t have to speak copy of that. There we go. A dead simple automated referral network to secure decades worth of well paid cut projects without awkward ass or fake as fuck friendships. There we go.

I said it about that. I got it on myself.

Cool. So this is all about my referral system.

Yeah. I don’t know. I think I’ve taught this more pieces of this, like, once or twice in various bonuses and various trainings, but the beaniest part or the meatiest part is the one that I’ve always kind of, like, went a little bit too quickly. Like, it’s also been, like, stuffed within a bigger training. So I really want to take the opportunity to, like, really give this one the time and the process to have it implemented because it’s, by far, been, like, my most impactful, client acquisition system over almost a decade. So, yeah, we’re gonna formalize it, process it, processize it, and make it real, and it’s real if it’s on a worksheet. So there we go.

Fun fact one.

Eighty five percent, I’d say, more than eighty five percent of the clients I’ve served over the last decade were referral based, and the other fifteen percent was a combo of guest presenting and masterminds.

So, yeah, this is also in a very specific order. So guest presenting and masterminds, another awesome source, live events, great source, and podcast, social posting, all that stuff, a distant third. So eighty five percent from referrals. Then of that remaining fifteen percent, I’d say, like, most of that was live events and guest guest presenting in courses and masterminds.

Fun fact two, never run ads, cool DM, or dance on TikTok.

Nothing wrong with any of these. Not hating on any of these. I’d do them if I could. I’d dance if I could, but I can’t.

And when you’re almost forty, you just kind of accept that, like, I’m not meant to go through this lifetime with dance moves. And, yeah, you make up for it in other ways. So, yeah, Joe could attest to this. I was at her wedding.

I I was awful on the dance floor. The worst. I avoided the dance floor at all costs until I had no choice. So fun fact to you.

Fun fact three. I’m an awkward Canadian who forgets to call my own family members on their birthday. I’ve been characterized as misanthropic, but I’m really not. I don’t think I am.

And all this to say that I’m so far from perfect in cultivating and maintaining business relationships. Like, this isn’t an area I consider myself to be a ten on ten at.

Yeah. It’s weird for me, and I do it imperfectly.

And, yeah, I just want that to be known. Like, to implement these strategies, you don’t have to be, like, the most social, human y person in the world.

And there’s so much margin or imperfection in all that. And fun fact four, I’ve systematized all of this after the fact. Meaning, while I was using it, it was all by accident and highly successful without ever formalizing it or turning it into a process. Meaning, if you turn this into a process and use some of the steps I’ll give you in this training, you’ll probably crush it and, like, blow my results with it out of the water.

So that’s my hope is that, yeah, you take what I did accidentally, formalize it, make it real, make it a process, make it a task you can actually do, and, yeah, beat my results on it. So without further ado, the three tiered automatic referral network. So tier one is your current or your past clients. So what makes you referable?

We could have, like, a sixty minute discussion just on this.

Typically, when clients have referred me, I’d ask them, like, what made you think of me? Right? Like, what made you refer me? Like, what made you feel comfortable referring me?

Like, that’s the one question I would always ask after I said thank you for the referral, of course. But, yeah, why did you refer me? Right? And that gives you so much juicy information about what they value about you and how it gets communicated to others.

So this has been what I’ve received back, in no particular order on this one at least. So performance, obviously, you gotta be getting results. They’re not not gonna refer you to their close network and their friends if you just can’t do what you say you’re gonna do, and it’s not working. So performance, that matters.

Probably above all else, communications, clear expectations.

The bar for this is still so low, and I think it’ll remain low forever because it’s been low forever.

But just be a decent communicator. Set clear expectations.

Like, the number one headache clients and project managers in particular have had is, like, I just don’t know if this is getting done. I don’t know if it’s being worked on. I don’t I can’t trust on the reliability of this freelancer to get the work done. So communication, clear expectations, vital, massive, huge, and makes you highly referable because they know you’re not gonna cause drama, stress, and energetic tax on the people they refer you out to, which is what they’re afraid that they’ll be responsible for in referring you out. Right? If you are an absolute nightmare, a mess, refusing, totally inflexible about everything, they feel like that comes back on them. So it’s like almost reverse engineer what makes you not referable and optimize against that.

So low drama, low stress, low energetic cost. Typically, the feedback I’ve had in response to the question of what made you refer me is you were so easy and simple to work with. Right? So take that for what it’s worth.

How can you be low drama, low energy cost, while, of course, still maintaining your boundaries and your scopes and pushing back where you have to. So, there we have it. And, finally, like, they know you’re open to taking more clients. So this is, like, an obvious one.

Right? It’s like, I’ve had clients want to refer me, but they simply just, like, said, oh, I didn’t know you were still taking clients. Right? Like, they just assumed I was fully booked up.

They just assumed that, like especially if you position yourself, I think, like, Joe had, like, the diva list way back in the day and a wait list. Right? Especially if you have a wait list and they had to wait to get on your calendar, they’re just gonna see my book full. Right?

So it’s just yeah. Like, they can refer you if they think that you’re not open for more business. So just making sure they know that.

That’s really the five aspects for tier one.

In most cases, when it comes to being referred by current or past clients, to be honest, I never even had to ask to be referred. It just kinda happened organically when the opportunity presented for them, and those five things were present.

And this is also how I preferred out freelancers that I’ve hired in the past. It was like, this person was awesome. They were easy to work with. Oh, opportunity here. Let me refer them. So a lot of these refer referrals will happen without a formal ask as long as those five things are present and true, but it doesn’t mean you shouldn’t make an ask. So if you are going to make an ask, and you can, and you should if it feels right to do, Best time to do it in my view would be after a project has successfully wrapped and finalized, after you’ve had your postmortems, discussions about a retainer, discussions about continuity.

All that has been had. The project has been successful up until that point. Right? It is my belief, I guess, that the focus should be completely on serving that current client. And if you’re making that referral ask while there’s still some stuff left undone, it just feels a little bit premature. It almost feels like you’re moving on to a new relationship before giving your all to the current one, and that’s always a bit of just, yeah, not the best feeling in the world. So, yeah, best time would be after all those conversations have been had, after a project has successfully closed, and once that current client has felt like fully served within the scope of your project.

So how to do it?

Once again, awkward Canadian. There’s a million different ways to do it. I like doing it by email or by text, for two reasons. One, that’s probably where I feel most comfortable and least awkward.

But I’ve also heard from clients that they prefer to receive a referral request by email or text. Right? It could have them feel caught off guard in the moment if you say, like, by the way, like, do you have anyone to refer me to, right, in that moment? And then they go sign, then you go sign, and it’s just this, like, epically awkward moment you just both want to, like, disappear from, but can’t disappear because it’s in real time.

So, yeah, feedback I’ve had is they prefer having this, ask by email, and this is a little template that I’ve used. Right? So it’s like, hey, Naim. Really loved collaborating with you and your team on this. Right? So appreciate on them first.

It was awesome that we were able to achieve why. So the result you achieved, remind them of the results that you’ve had, that you can get the job done, right, as we said, on the five point criteria.

Then be super specific, like, epically specific about what you’re looking for. So this is, like, the number one complaint.

I’ve heard from, like, clients over the years. It’s just like, what am I referring you for? Right? Just be epically specific. So I’ll have three spots for a similar type of project next quarter.

So, like, specific timeline, like, when you’re available for it, like, how many spots are available human, course creator, biz owner, SaaS founder, like, whatever that is for them in your close network. So now you’re, So now you’re, shifting their attention to their close network for a very specific person who’s actively working on and then name the project that you’re available for, I’d so appreciate it appreciate the nitro. Right? So now it’s not a general, if you can think of anybody.

Right? I can’t think of anybody. Right? Like, you have to help my mind zero in on who that anybody is, for me to even think of that person.

So you’re just really kind of focusing their mind on that specific type of person.

And that’s sometimes I like to wrap it up with this. My best clients tend to be those who come into my world via other amazing humans and founders. Hey. That’s you, and it’s always a pleasure to bump them up on the priority queue wherever possible.

If you do have a referral fee that you offer, you can include it there.

What I don’t include, that I’ve seen a lot of people include is, like, if you can’t think about think of anyone, no worries. No problem. Just thought I’d ask. Like, don’t apologize for the referral.

Don’t let them off the hook without thinking about it.

I’ve seen that languaging come in my inbox. Like, if you could think of anyone who would be no. Sorry. I’ve had it come in my inbox.

If you can’t think of anyone, no worries. And I’m like, great. No worries. I don’t need to think about it.

So, yeah, I wouldn’t let them off the hook for that. Like, if you’ve done an amazing job, built an amazing relationship, like, why wouldn’t they? Right? It’s almost a gift for them to be able to know what you’re available for and share you within that network.

So, yeah, that is tier one.

Tier two, my all time favorite, defacto team, service providers, collaborators.

And this is where we’re gonna focus the majority of the time. It’s the one that we have all the worksheety, things on. But, essentially, who are you working with when you plug yourself into a team? Right? So the landing page designers, the funnel builders, the automation specialists, the person putting those emails into the CRM, into ActiveCampaign, HubSpot, whatever they’re using, ads managers, media buyers, who’s sending traffic to that landing page you just built.

Project managers, integrators, you know, operations, customer service managers even. Right? Like, in my interview process, I love, love, love talking to customer service managers, you know, sales directors.

These people who typically don’t get included in the copy process but have so much to say about the customers that they’re having sales conversations with, that they’re serving on the back end, such a rich source. And in my experience, they just love being included on that because, yeah, they don’t even get enough love internally. No one asks them. Marketing never asks sales or customer service.

So, yeah, awesome. They’ll love it. So these are people, I’ve really enjoyed building relationships with both for, yeah, both for getting the research I need, as well as delivering a result that can be well integrated with the team. Right?

Like, there’s no point me writing a long form sales page without first checking in with the designer. Right? Like, how do you enjoy collaborating with a copywriter? Right?

Like, you know, do you want me to is it helpful if I start wireframing some parts of this? Right? Is it helpful if I give, you know, screenshots of other sales pages that I really loved how they laid out a certain section? Right?

Or do you like to have just copy? Right? So just having these brief conversations, can go a long way and also the performance of the project itself and making sure that your work translates onto the page or the CRM or the, automated sequence appropriately.

So this has been, by far, my favorite referral source and the one with the longest shelf life. So So a past or current client may refer one person one time, but a media buyer or ad specialist that handles fifteen or even twenty or more accounts per year may refer you five or more times per year over multiple years. This has been my experience. The volume of referrals from tier two, gosh, it doesn’t stop.

Like, every month, I still get referrals from a media buyer, a designer, an automation person that I’ve worked with, like, three years ago. Like, it just doesn’t stop. And for whatever reason, that a lot of people go into tier two. So tier two has been, by far, the most lucrative source of referrals and the easiest one.

And it’s easy because designers, media buyers, funnel builders, strategists, integrators, oh, they all need great copy to make their thing work and thus make them look good. They need you. They need your genius. They need what you do.

They need to bring you onto other projects so that they can continue looking good, especially media buyers. Like, this has just been true for anyone running Facebook ads. Like, they are creating, like, new ad creatives all the time. They’re testing new angles all the time, and they need those angles to perform.

They need that copy to perform for their, for their benchmarks, for their KPIs to actually be hidden. So they need copywriters, and they’re the most invested and incentivized referral tier. Like, they’re not doing you a favor. You’re doing them as much of a favor as they’re doing you on this type of referral.

So, worksheets, you can work on this now. We can work on it later, but, really, this is all we have. So it’s so simple, almost like obnoxiously simple, but, like, list out, like, three five like, three to five people on your current defacto team. Like, people you are working with within, the projects you’re working on.

Right? Ideally, people who are also freelancers, but they could be in house as well. So many of these referral sources have been in house people who have transitioned to other organizations who have transitioned to freelance over the years. But just list three to five people, like, on these current teams you’re working with, and just put a check mark if you wanna schedule a fifteen minute coffee coffee chat with them.

Right?

And aim to have three to five of these conversations every month, like, fifteen to twenty minutes. It’s like an hour a month, and I promise you, it is an hour really, really well spent. So, on the worksheet, three to five people you can think of that would be, beneficial to have a fifteen minute chat with for the sake of the project you’re currently working on or just even a get to know each app.

Agenda topics.

Favorite one has always been what you can do to make their job easier. Right? So designer, wireframe, or no wireframes. If I’m working with a funnel builder or an automation specialist and I’m writing, like, these long email sequences that have, you know, tags, They have lists that need to be suppressed, segmentation.

Right? All these things that get really confusing unless you actually, like, list it out. Like, send it to this list but not this list. Tag them if they click this.

Like, ask them. Right? Like, how do you wanna partner? Like, what is the best way for me to make this so clear for you?

Right? That could be Loom videos. That could be, like, notes in your Google Docs. But just get on the same page and make them feel like they had a say in that process, and that you’re really looking out for them to make sure that they could do their job effectively.

Next topic topic of conversation that’s been so much fun and rewarding and useful and beneficial for the success of the project is just customer insights. What can they offer you to help you in your role? Right? So customer service director, reps, sales manager, sales reps, that has always been a great source of that.

And then if they’re freelance, if they’re on contract, or if it’s an agency, right, essentially asking them what type of clients do they love working with. Right? So be the first person to ask that question to them. Right?

Like, say that, you know, like, as you go about on your freelance journey, right, in your agency, like, referrals are gonna come up. Who do they love working with? Who are they open to referrals for? Right?

And, naturally, they’re gonna reciprocate on that question.

And then, simply, when wrapping a project, especially if, like, that’s kind of, like, a close to that relationship, just share a note. Right? It could be an email. So this is a simple email I’ve sent to, like, members of a team after I’ve wrapped a project, whether it’s a launch or an evergreen funnel.

I’ve sent this kind of email to the designer, the automation team, the media guys. It’s just like, yeah. Share specifically what you appreciated about them, their skills, their craft, and just say, you’d love to collaborate in the future whenever that opportunity presents itself. Right?

It goes such a long way and so simple to do.

So how do we maintain this network even if we’re not, like, crazy social people who love doing all this stuff.

My system, as it evolved into a system, was super simple. It’s really just like a spreadsheet.

So keep a spreadsheet, right, of these three to five people per project you work with, right, or any, like, CRM or whatever you use. Right? You can even create tasks for this. You can put it on your calendar.

Just aim to keep in touch every six to twelve months. Add them on socials, Instagram, LinkedIn, Facebook, like like pictures of their cats. Like, just stay in touch any way you need to, and build that genuine relationship and connection and stay top of mind so that when the next project arises, it’s just so easy to think think of you again, right, because you’ve stayed top of mind.

So a reasonable goal is to create two to three new connections or potential referral partners on every new client account or team you work on. So if you work on just seven accounts or clients per year, that could be fourteen to twenty one referral partners who are highly motivated and invested in bringing you onto their other clients’ projects when the opportunity presents. And that isn’t just short term. In my experience, this extends multiple years.

And I haven’t even executed this strategy much much over the last year. Like, most of my network was built probably, like, three years ago, four years ago, five years ago, and those are still the referrals, that keep driving new leads and new projects.

Final one, other copywriters. Not gonna spend too too much time here, but, essentially, there are three aspects to this one. So copywriters who work on complementary things.

So you might be world class at trial to page sequences for SaaS. They’re killer pricing pages.

Very obvious. Client overflow, another very common one. So you work on a similar thing, but they’re overbooked. And the client in question, they can’t wait, like, four months until, you know, their wait list, you know, is complete.

Right? They need that project done now, and you you essentially have a choice. Right? You have a choice.

You could refer that to someone within your copy family, or you could have that person, like, be lost forever. Right? So client overflow, don’t underestimate the power of this one. So definitely, build relationships with copywriters who are doing a very similar thing.

That one has turned out to be a win win win multiple, multiple, multiple times. And then there’s the torch pass. Right? So fellow freelancer, who may be pivoting into a different space.

They may be building a new company. They may be taking a sabbatical, maternity, paternity leave, retiring, whatever it is. Right? It is someone in your space doing your thing, but they need to hand off their client roster, really quick to someone who is competent, someone who could take care of their clients at a very high level and a very high standard.

So these are the three types of referrals I’ve participated with with other copywriters. All of them have been really fun, really rewarding. So, yeah, keep those in mind, as you build your network with other copywriters.

Process for activating this tier, really simple. I mean, be visible, known, and clear in what you do within your paid or free copy communities.

Have a short list of the three or five copywriters who share a similar space and work with your dream clients. Get to know them, have chats with them wherever you can, and a short list of three to five copywriters who work on other complimentary pieces of the funnel for the same type of clients. So definitely have a copy chat with these folks. Like, these are your people to really build that automated referral network with, within tier three.

So we covered a lot of ground. I really want to focus more on tier two, but couldn’t ignore the other ones. So I’m going to keep quiet, get off this. Thirty minutes in.

Not too bad. And, yeah, open to questions, comments.

Yeah, anything that would be helpful for y’all.

I think that getting on coffee with the team has been one of the best pieces of advice, like, I’ve been given. I found, like, particularly ad strategist, it’s so helpful. Like, they always have referrals. I think what I need to work on more is that tier two, like, actually nurturing those relationships, because I’m definitely not doing I’m not actively trying to stay top of mind.

And the only other comment I had was I’ve what I have struggled with is getting referrals from clients. I think because I work on, like, a lot of funnels for one client, they tend to, like, not wanna refer me. They’re kind of they they’re always like, oh, we don’t wanna share you, and they kind of they joke about it. But, it’s like, have you, I mean, have you encountered that and found, like, a way to Yeah.

So that’s a real phenomena. Like and they say it, like, jokingly, and part of them is, like, really serious. Like, they wanna they wanna, like, gatekeep you. Yeah.

And it’s, like, such a compliment to how much they value you, and it’s also really annoying. Right?

How have I managed that?

Good question. I think it’s like so so if they’re, like, really wanting to gatekeep you, then they’re not going to refer you unless, like, you specifically ask. Right? So there’s that element, right, where, like, you could definitely send out that email or a version of that email that I shared, like, at the conclusion of a project.

So, like, they know you have the bandwidth. Right? And you could also reassure them in that email. Right?

Like, you’re fully available and committed to the projects that you have laid out. Right?

So that’s option one. Option number two is to just be less reliant on it and really focus on tier two. Like, tier two, even when tier one is done super well, like, tier two is the one where most of my referrals have come from.

So, yeah, I didn’t yeah. I wouldn’t focus too much on a solve for that problem and just see where the opportunity is for easier wins, I guess. And I think the easiest one is just, like, yeah, highlight those three to five people on each project or even two to three depending on, like, who you resonate with. Like, I’m not encouraging you to build relationships with people, like, you just wouldn’t wanna chat with outside of that project.

Yeah. There should be two to three on every project, at least, I would say.

Mhmm. And, yeah, just focus on that one.

Yep. Cool. Thanks, Ryan.

Cool. My pleasure.

Yeah. I think this is, I know that this has been true for I I haven’t worked with a lot of teams as a freelancer because a lot of the clients I work with are very small start ups at the moment.

But I have reached out to a lot of my old colleagues because I worked with a lot. It was, like, embedded in a lot of acquisition teams.

So I will reach out to a lot of my old colleagues because all of them have moved on to new companies Right.

And just ask them if they need help. And most of them have said yes. So that’s sort of been a a version of that.

Yep.

That has definitely been and, also, like, I already have that well established relationship because we work together, so they already know me. We’ve already done plenty of coffee chats, already have their phone number. So it’s easy to reach out and be like, oh, hey.

If you ever need any help, I’m here.

Cool. Has that been a source of referrals for you?

Yeah. For sure. Actually, I also got two clients from interviews where they didn’t hire me. And then I reached out to them, and I was like, you should hire me as if like, they were I was interviewing for a different position, and they didn’t give me the position because it was, like, more of a campaign manager or product marketing manager.

And it it was fine. Like, it also would not have been a good fit.

But then either they reached out to me or I reached out to them. And so now that’s true for, like, two or three different companies that they’re my long standing clients now.

Mhmm.

So I think that have definitely helped.

Yeah. That’s awesome.

When you say that, like, you don’t typically work with teams, like, who’s the one who’s typically, like, implementing your work either from, like, a design standpoint or a development standpoint or, yeah, any of those?

Well, I guess I guess I’m working Usually, I’m just working with one person. Usually, it’s like a very small marketing team, like two or three people because, let me tell you, marketing teams just do not have the budget for extra people.

So if they’re a series a, series b, like, they are barely scraping by.

They do not have any budget for media buying. And, like, ideally, I’d like to move into slightly larger companies, ideally outside of Israel where they have more money at the moment.

Mhmm.

But for them, it’s usually, like, one person. Or Mhmm. They have, like, onboarded me, and it’s a retainer, and I’m implementing.

Right. Right.

Myself.

I do have one new client that’s a little bit larger. Mhmm.

And the, like, campaign manager I think they call them, like, life cycle managers. Mhmm. This is more B2C oriented.

They’ll reach out to me, and I’ll just send it to them in a Google Doc.

Cool.

But, yeah, hopefully, as I start working with more companies that are more similar to the companies I used to work with when I was in house, then I can implement those same strategies, but it has been useful for me.

Awesome.

Nonetheless.

Got it. Cool. Yep.

Do you ever send a thank you gift as a token of you know, like, something as a token?

I have. Yeah. To clients you’re talking about specifically. Right?

To client or any I guess, anybody who refers you and lead, you know, results in business.

Yeah.

The short answer is, like, yes.

And it’s not, like, an automatic process where, like, you know, as soon as this referral is done, I contact my VA, and they have this specific list of gifts to order and send. Like, no. It’s, like, totally scrappy, like, as I feel inspired and as I feel, like, genuinely grateful.

And, like like, I’ve dropped the ball on that many times. Like, I’ll admit that. Right? Where it’s just like, you intend to, you want to, but it’s a crazy week, and then it’s two weeks later and you feel like it’s too late, but then you feel really awkward about it. And, like, like, I’ve been there.

But, yeah, like, gifting has definitely been part of it. I’ve definitely sent gifts to members of the team. Right?

Like project integrators, project managers in particular, because I noticed that they’re typically the ones who drive that decision to bring you on to the next project, the next project.

And they’re typically the ones that I’ve worked most closely with. Right? Not necessarily the CEO or the founder.

So, yeah, I’ve definitely enjoyed, like, surprising members of the team with gifts because they just don’t expect it, and it’s fun. It’s cool to gift.

So in that in that scenario, are you just sending a gift as a thank you after the project wraps? You’re like, it’s really great working with you. Here’s a little delightful surprise.

Yes. Totally. So there used to be, like, gifting apps that I used. I can’t remember all of them, but, like, they were really easy to, like, send and have them redeemed.

Mhmm.

Like, physical mail, like, I’ve sent that to you, but I live in Canada. Most of my clients are in the US, and it would take, like, a few extra weeks, which which is fine. Right? It gets it gets there when it gets there.

Like, when it comes to, like there’s a great book on gifting. I can’t remember what it was called, but, like, there are a few things that does that does anyone remember, like, a book on gifting?

No. That seems really weird to me.

Because it’s such a weird thing.

But, like I mean, like, give someone that as a gift just to, like, mess with them.

Right. A book on gifting? Oh gosh. I don’t know how I’d receive that. If I was gifted a book on gifting yeah. It’d probably be the end of the friendship. I’d be like, I don’t know what to do with this.

Yeah.

But what was it? Anyway, like, I think the point that I was trying to make was the gifts that I would send would just be, like, inspired by a conversation I had with the person. Right? Like, an interest I know they have.

Right? Or just something I know about them that I picked up from working together. So, like, those were the was the ones I’d, like, I felt most inspired to give versus, like I don’t know. Like, what’s a typical client gift?

Like yeah.

Like You’re not doing, like oh, sorry.

Go ahead.

Yeah.

Another gift that, like, really landed well, like and, like, I just did it because I was inspired, like, spur at the moment, was like, I knew where my client lived. Right? And I just, like, booked them a massage, like, fifteen to a spa, like, twenty minutes from their house. Right? Like, stressful launch vibes and, like, you know, treat yourself after this. Like, I’ve treated my client and their local team to dinner. Like, that was a bit of an expensive gift, but it was, like, one of those, like, higher ticket launches I helped with.

So, yeah, things that, like, don’t just get tucked away but actually have a lot of meaning and a lot of value, in the relationship that also feel really good to gift are things that I would do. And I wish in retrospect that I was, like, more consistent with it and didn’t let my own, like, overwhelm and stress, like, get in the way of me actually doing it consistently and doing it well.

Yeah.

I don’t know if this will help, but I did had a really, really good find for a gift.

And this kind of only worked for me because all of my clients are local, and I was able to drop it off. But I found a local baker that makes macaroons, and I had her make macaroons in my colors, in my brand colors. Oh. And then they would, like, be boxed well, different size boxes, but there would be a few with logos. She, like, took a piece of fondant and printed my logo on it. Mhmm.

And they were, like, homemade.

It was, like, somebody working out of their house.

Everyone loved it. The macaroons were really delicious. They were local. They were fresh.

So I don’t know if, like, maybe you can find somebody near them, but it was a huge hit as opposed to, like, giving somebody a water bottle or a notebook that they’re never gonna use again.

Right. Right.

Okay. So this is I mean but it sounds like you don’t have a these are, like, thank you gifts to show appreciation after you’ve worked with them. You don’t have a systematized kickback system for people who refer.

I don’t.

No. No.

I did do that, like, a couple times.

Just, I feel like maybe it would depend on the situation. Like, I, yeah, I did that a couple times with, with clients who referred me Mhmm. Because I felt like they were taking a chance or, like, sticking their neck me, and I was really grateful for the new type of work. But, yeah, I don’t haven’t, made it a systematized thing, like a standard practice.

I was curious though if you did.

Yeah. I mean, it sounds like amazing if you can. Right? Like and we can only do so many things and systematize so many things.

Right? So, like, it’s one of those things where, like, looking back, I’m like, yeah. I wish I did that. Right?

And I didn’t. Right? For whatever reason. Right? Like, overwhelm, enough on my plate, stress, like, doing too many things, like, all at once. But, yeah, I think if you can find a way to do it, like, it’s definitely gonna help you more than not. So yeah.

Mhmm. Cool. Cool. Anything else on this topic, or should we dive into some copy?

Sweet. Seems like we’re going complete on that.

Naomi, did you wanna share something?

I also I have a question that I would love if you could or, Anantra, I’d love if you could help me out with.

Oh, sorry.

Yeah.

Go ahead.

If nobody’s back. No. You can go. You can go.

Oh, I didn’t realize I was on mute. Sorry. I was trying to bring up the file, but go ahead if you wanna ask.

Okay. It’s hopefully a quickish one.

So I worked I worked on a launch in January.

It was a it was a good launch, and then we ever grow in-depth. So I set up a day on every funnel, and I thought it was converting really well. But it turns out, like, most of, like, ninety percent of the sales are actually coming just from ads to sales page.

Mhmm.

So, yeah, I’m, like, optimizing the webinar funnel, but I’m kind of like, is the best way to optimize it just to be like, let’s just run ads in sales page. It’s performing so much better. Like, the webinar funnels, I think, converting at, like, two percent. And then for the ads, it’s, like, twenty four dollars for a twelve hundred dollar sale.

But I, like, I don’t wanna do that because it kind of like, I don’t wanna, like, admit that my system isn’t working as well as just a sales page. And I’m confused as to, like, why that would be happening. Like, why would a sales page alone convert better than a webinar and emails?

Right.

Any thoughts going on?

What what’s the product, and what’s the price point?

It’s a bookkeeping course, and it’s twelve hundred dollars.

Bookkeeping course for twelve hundred dollars, and it’s converting better ad to sales page at twelve hundred dollars?

Yeah. Weird. Right?

Yeah. It’s a little surprising.

Like, how how like, is it close? Like, I missed some of those metrics you just shared.

Like No.

It’s not close. It’s like so, basically, I set up the webinar funnel, and then I wrote retargeting ads to with the to go to people that have clicked on the sales page. But the ads strategy is kind of messed up, and the retargeting ads just went to everyone. But then they were performing so well, like, twenty four dollars per sale sale. That the media buyer was like, let’s just leave them on. Yeah.

And, like, they’re absolutely sure, like, that’s all cold audience?

Or they’re I I they haven’t been through the webinar funnel.

Then they might not be completely cold. There is a mix of warm and cold, but they haven’t watched the webinar.

Mhmm. So what, like, what warm ish audiences might be mixed in there, I guess, is what I’m asking.

Like As just people that have bought other products, been on the site.

Like, they have a very loyal audience.

Yeah. I mean, it would make sense if, like, a warm audience is getting directed straight to the sales page versus a cold audience going through the webinar funnel. Right? So, like, that could have something to do with it if they bought something before, if they’re familiar with her.

Like, if they’re already bought on the idea of, like, her her process and the goal, right, like, of doing that thing, then, yeah, straight to sales page to that audience who’s already aware of her and, you know, even, like, product aware or solution aware. Like, that will convert more than the webinar funnel to cold. Right? So it’s like I think it’s less about the funnel and more that the webinar funnel was going all to cold, and you’re measuring that against these retargeting ads that were going out to a mix of warm and cold without knowing exactly what that ratio is.

Like, my guess would be there’s more warm within that ad set than cold. Like, that would be my guess. And it’s like pure like, I just don’t see a reality where those are all cold cold, like, having never heard of her before.

Yeah. That’s such a good point. I mean, I did see that some of them had watched the live webinar in January as well. So Yeah. Okay. So I should just focus on optimizing the webinar, like, under with reason to believe it’s for to a college audience.

And then I would say so.

Right? Like like, I know it’s a tough argument to make with, you know, the media buyer and even the client. Right? If they see, like, the return on the ad spend or that set that’s going straight to the sales page.

I think the argument I’d make, right, is, like, if we don’t know how much of that is already warm and maybe you can find that out. Right? Like, you def definitely, like, check-in on those buyers if they’re on the CRM and see their history. Yeah. Right? Like, to some degree. Like, I would really be curious how much of those are, like, cold, cold, and that was their very first interaction with the brand.

Yeah. But alt but, ultimately, like, at some point, you’re going to run out of a warm audience unless you have the funnel to convert cold. Right? So, I’d keep them both even if, like, one looks like it’s way over performing outperforming the other one right now. I think just a lack of clarity of how many of those are truly new leads.

Yeah. If if it’s not all new leads, you definitely need a funnel for cold leads to warm them up. So, yeah, I’d kinda, like, leave with that as the main argument.

But it is weird. Yeah. And, like yeah. I just don’t really see a reality where, like, with both audiences being equal, like, the cold to a twelve hundred dollar product would way outperform, like, the webinar funnel.

Yeah.

Yeah.

Yeah. It’s it’s annoying because I I saw, like, they made, like, eighty thousand, and I was like, yay. They won Evergreen.

And then I was like, what?

Mhmm. So disappointing.

But, yeah. No. That makes sense. I didn’t even think about whether it’d be warm or cold traffic. So, yeah, I’ll leave them both on and just keep optimizing and hope that the conversion rate goes up.

Yeah.

Cool. Cheers.

Okay. So this is the company that I interviewed for last year, and it was sort of like a campaign manager position. And I kept giving them good ideas for copy, And they kept asking me about how I would manage the campaign. So I think I’m getting that job.

But they came back to me recently, and hired me anyways. Cool. So the original the good version is I, I I didn’t see their entire brief, so I just wrote it the way I wanted to write it. Okay.

So I introduced I I included a lot of interesting sparkly details that I got from some of the articles on the current state of the insurance home insurance business.

Yep.

And the second one is the, set of emails I recently wrote, that’s more that it hears a little bit more closely to their, guidelines that I think is kinda boring, but I’m not really sure how to improve it. So thought I would Got it. Show both of those.

Perfect.

So it’s the same one. I just did a longer and a shorter version.

Got it. Alright.

So they’re comparing home insurance premiums or comparing home insurance rates with this tool.

Yep. Sweet. Has and this hasn’t run yet?

Or it They they said I didn’t actually see the brief that they sent.

It was, like, on the second page, and I missed it. So this Okay. Was never sent to anyone, but I included it just as, like, comparison. Like, this is what I would write if I had no restrictions. And then the second one is, like, more close to their brand guidelines, but I think it’s really dull and really boring, But they keep going to be shorter and tighter. But Right.

Got it.

I’m not really sure what to do. So you just see, this one is a little bit more story oriented.

It’s a little bit draws you a little bit more.

Yep. Exactly. I have reference points for these.

And just for the record, she did say she liked she did say that she liked it. Mhmm. This wasn’t according to their brand voice.

Mhmm. This one wasn’t according to their brand voice.

Yeah.

And, like, based primarily on, like, this section here?

Yeah. Their brand voice is a little bit more enthusiastic.

I got it. Yeah.

Short to the point. Mhmm. Look at the ones on the second tab that I wrote today.

Yep.

You’ll see that there’s hints of that of those kind of stories from the first one, but it’s a lot more watered down. It’s a lot more to the point. Right.

I don’t really feel like I’m doing anything.

I feel like I’m just, like, taking everything that they say and making sure that it’s readable and putting everything down on a page.

So these are people who, submitted for a quote on an online form and then can follow through with it, essentially?

They got a quote or two, and then they went through the flow, and then they churned.

And they’re trying to get them to talk to an agent Got it.

Cool.

To either go through it or to potentially add coverage for other insurance items.

Yep. Cool. I like the subject line because that really warrants us in that context.

Yeah. All three of these, actually.

If you like many.

Maybe you have this information, maybe you don’t. Like, what is the main driver or motivating factor for people submitting a quote? Is it, like, that they already have home insurance, but it’s up for renewal and got a price hike?

Is that correct?

So that’s what they sent me some news articles. Apparently, home insurance rates are skyrocketing all across the country, and there’s more and more claims. Some insurance companies have to raise their rates.

Right.

So I figured I would bring that piece of relevant news, to to the table. And Yeah. A lot of people feel like prices have gone up.

Yep.

So it can feel like every turn brings another price hike. I think, like, if you were to ground this in specificity, there might even be an opportunity to, like, in brackets, like, underneath it saying, like, you know, maybe you’re up for renewal and, you know, essentially, you know, your home insurance company reward your loyalty with a twenty percent plus hike. Right? Like, that is typically the reason I think like, I’m not an insurance industry expert, but, typically, it’s like, you know, you get kind of, like, the renewal notice. They raise your rate even though you didn’t, like, claim anything, and you’re like, bastards. I’m gonna get them by switching to someone else. So maybe you could capture some of that here or at least mirror that back.

That’s why I definitely don’t want to let a recent quote or address get lost in your inbox. Hippo has teamed up with forty plus trusted carriers. You got the perfect number of your company at a reasonable price.

So I mean, it’s like the languaging is fair.

Like, I almost, like, glaze over reasonable price. Like, it doesn’t feel it it feels like what an insurance company would say, and maybe, like, they have to say it that way. Right? But it’s like, how could that be kind of upgraded?

Reasonable? Like, what? Are people, like, are people looking for reasonable, or are they looking for fair, or are they looking for better?

Like I think there’s a lot of indignant at the fact that insurance prices are are skyrocketing, and this is especially true in California where I think a lot of differences.

And so I was trying to capture that sense of indigence.

Mhmm. Awesome.

I have a question. Do you mention forty plus trusted carriers to, point out the fact that that, they’re gonna get the best rate because you have so many to choose from.

Yeah. Yeah.

That was one of the requirements that they asked me to include.

So it’s it’s like comparing different rates, essentially. Mhmm. They have, like, a couple of different solutions that they offer.

Mhmm.

So one thing you may consider adding here is, like, a reasonable price without having to, you know, submit for dozens of quotes and getting overwhelmed in the process. Right? Because, like, if they’re churning, it’s and if they submitted a quote to this company, chances are they’ve been submitting quotes, and they’ve been getting retargeted, like or targeted on Facebook from, from, like, every other insurance company. That’s typically what happens when, like like, I I submitted a quote.

I, like, changed my car insurance, like, a few weeks ago. And, like, every other car insurance company, Facebook feed right now. Right? So, like, that could be a reason they’re turning, and you could just kind of, like, include that here without having to, you know, submit quotes to every company that hits your feed, right, or whatever.

So that could be an anti churn strategy or preempting that, or addressing the reason why they might be.

But yeah. Otherwise, that’s good.

This is Yeah.

These ones are all different.

Yep.

So the second one is they want they want them to add earthquake coverage or other coverage, but specifically earthquakes for California, and the third one is there are several different kinds. So the third one, I was able to include a little bit of a a story.

Okay.

That one, I thought, was probably the best even though that was a watered down version. Yeah. That one.

This one here. Yep.

Yeah. It was a little bit longer at first, but cut it down. Mhmm. Because I can like, that’s the other thing that I hear over and over and over again.

They always tell me, Naomi, this is too negative. This is this is not our brand language. We don’t wanna scare people. We don’t wanna get people down.

That’s not gonna make people convert. I’ve heard that at least a hundred thousand times. And so the kind of material that makes really good stories is the kind of copy that always get cut always gets cut for me.

Right.

Yeah. It’s it’s interesting. I don’t have the research to, like, really inform this. Right? But, like, is there is there is the customer’s, like, main driver here just, like, to get the best price and move on?

Right? Or is it features of the protection and really making sure that they’re protected and feel secure? Right? And, like, I don’t know which one of those weighs in more of the more inside the head of, like, your specific client.

Like, if it’s really just about, like, price, right, like, reasonable price amidst all these, like, skyrocketing things, then I agree. Right? Like, the story should be more about, like, feeling, like like, this is fair and reasonable and that their budget isn’t under attack, and now they still have enough income, right, to focus on the things they really wanna, like, focus on. Right?

Like, no one wants to pay for insurance. Right? And, like, I think just having that acknowledgment is helpful. Right?

Like, if they are primarily concerned about price versus all the details of protection. So I think, like, that’s a really important question for the client. Like, it’s, like, what’s the main driver? So, like, the types of protection, the level of protection, and feeling the trust in the protection, or is it best price and move on and forget about it?

Like, what is driving that buying decision?

I think for these second two emails, it’s that you may not get as much flood or earthquake insurance just to realize because those are not usually covered under specific under Yeah.

Home coverage plan.

Yep. Got it.

I don’t think you’re being too negative. Like, I think, like, you’re mentioning what it does, right, the features of the product, and that’s what they’re getting insurance for. So they the feedback on this one was too negative?

No. No.

I’m just saying that’s what I’ve been doing a thousand times.

Got it. Got it.

The things that I don’t see as negatives. So it has to be short. It has to be positive. It has to be enthusiastic, but I still wanna make it interesting. So Yep.

Yeah. Trying to look for ways to help it come through.

Yeah. Have they been, like, specific in terms of, like, what short means to them?

The last time I got a, like, a a template of what they had in their last email Mhmm.

And so that was helpful. But I would say that, like, this is probably the limit to the number of words. Like, a hundred and fifty words for the email would probably be pushing it.

Mhmm. Got it.

Like, I don’t wanna harp on, like, oh my gosh. What’s gonna happen if you don’t get all of this coverage?

There’s gonna be a flood that destroys your house, and Yeah.

We’ll be able to pay for your grandmother’s retirement home. And if you get sick, like you know? Mhmm.

Oh, totally. Yeah.

Like, you can go really far with this, and I don’t wanna Yeah.

No. I I I agree. Right? Like, those stories probably will just kinda repel more than yeah.

They’re difficult to read. Like, that’s the thing. Right? Like, no one even wants wants to, like, visualize those realities, or, like, the word pictures that, like, come to mind, like, when you read over it.

But, yeah, you’re talking about these things specifically. It protects you in your yeah. I mean, generally, like, I agree with that, like, general orientation, right, on the lighter side, on the shorter side, and more focused on, like, the immediate benefit that they’re doing this for, right, which is peace of mind or price. Right?

And, like, what that means and how that appears. Right? Like, feel like this is done, you’re covered, and you can just enjoy your life. Right?

So, yeah, like, that’s really the extent of it. I think, like, these are generally good. I think that there might be opportunity that I use I use the word might. It’s not a hard recommend. But, like, just languaging that mirrors back why they may have churned, right, and to essentially reflect that proximity to the solution, right, so that they don’t need to be in this, like, weeks long process of spending hours on the phone with other providers. I think that connects to your feature of, like, forty plus trusted carriers.

Is, like, your partner there so that they don’t need to have endless conversations, you know, price shopping. Right? You know, like, you can even have a subject line like price shopping question mark. Right? And an email that just focuses on, like, you’re already in touch with forty plus carriers. Right? And you’re gonna get them that best price and save them dozens of hours of just, like, nonstop calls.

So Okay.

Yeah. But generally, good stuff. Yeah.

I see you have a few different, like, call to action options as well. Has that been, like, tested or something that your client wants to test?

Well, it’s a it’s a different it’s a different action.

Right.

We wanted them to just get the quote.

That’s when we wanted them to actually talk to somebody because they already got the quote.

Got it.

Data flows.

Cool.

Alright. Thank you. This is actually Great. This is helpful.

Awesome.

Thank you.

Cool. Cool. Any final notes or questions before we wrap, or is everyone good for today?

Guess we’re good.

Cool. Thanks all. Have an awesome rest of the week.

Bye.

Bye.

Creating and Vetting Your Productized Service

Creating and Vetting Your Productized Service

Transcript

So creating and learning productized services, those of you who don’t know me, my name is Prerna.

But what I’m passionate about product and services and packages is because, like, I told you, like, a minute ago, is that They’ve basically helped us scale to multiple six figures consistently as a two person business. We don’t have full time employees. We have contractors that we work with on a project by project basis. We’ve consulted and coached with close to a hundred entrepreneurs in our programs and through consulting sessions and things like that on creating and selling product services.

So it’s a process that I’ve, like, tested multiple times over. And I come to realize that these are a very, very effective way to prevent burnout because, you know, it’s they just speed up everything and, help you to take on more projects without just feeling overwhelmed and exhausted all the time. So they’re a win win, any which way you look at them. And, yeah, that’s pretty much why I’m an evangelist when it comes to prioritized services.

First up, your three step process, how you wanna create it, and how you wanna how you’re going to create unique productized services. You’re not just gonna look at what other copywriters are offering. And that’s been, you know, I know it sounds like I’m bragging here, but the point is that this process is what’s helped us create progress services that we’ve had other people, you know, use as inspiration, but point is I want each one of you here to create those packages and product services that other copywriters would be looking at in green Okay. How would they come up with this? And first step, you wanna ideate.

I’m a frameworks processed person. So, yeah, as you id it using the three d framework, I’m gonna walk you through that. Then you create the prioritized service using your, you know, choosing one of three foundational models and taking three different approaches, and then you validate it or vet it. And you don’t validate or vet it by, you know, outsourcing opinions and putting it into, like, Facebook groups to get pure feedback, pure feedback is is great, but you validate it with the launch of these resistance. That’s You know, the best way to know whether or not you’ve got a service that people are willing to pay money for.

So office to say, it’s easy. It’s so easy. And, yes, huge, it’s Greek fan here. So You’re welcome.

Okay. Step one. IDate.

Here’s the three e process.

There are three things you wanna look at. First up, your product service needs to be easy to understand. So anyone that you’re selling to or whoever you’re selling to, whether you’re selling to a SaaS company, whether you’re selling to online creators, like I do, or whether you’re selling to, rick and mortar businesses, you know, it needs to be really easy for them to see the outcome and the benefits.

So take some time to kind of because you know your audience best. Right? Like, this is what sets you apart.

Anyone else, everyone else may be like, hey, you know, with so many fast copywriters. There’s so many, you know, launch copywriters, so many email marketing specialists, but you know your audience best.

What are the gaps that you’re seeing in the market? What are the gaps that where are you seeing your audience struggle? I’ll give you an example here.

When, when we started our business way back in two thousand eleven, right, we started as social media managers and business bloggers. And one of the gaps that we noticed was that they would be people who would either, you know, be offering done for your social media management services or, you know, some some would be like more general ideas and things like that. But our clients wanted and prospects would want, you know, someone who would be able to look at the content that they had and, you know, just create social content for them without having my which they would be able to post when they would wanna post it.

Like, they didn’t wanna bring on a social media manager, but they did want that content. So that led to us creating what we call the grab and go social media content package, which, you know, literally would sell it every month because it would give people who are not ready to bring on a social media manager, but still want to remove the hassle of taking, you know, of creating social media content on a regular basis. So this is yeah. That was way back in the day.

Then, again, when we started copywriting, you know, one of the things that I noticed was that people would offer sales pages. People would offer emails. People would no one was offering, you know, like, a complete launch copy package from start to finish.

That led to fully loaded logs, which is, yeah, since been one not only on one of our most popular packages, but also, is has inspired a lot of spin offs from other popular businesses that, you know, you’re on a good thing. Right? So but why these po packages became so popular is because they were really easy to understand.

Because prospects could see the outcomes and the benefit.

Right? So use your understanding of your market to really think about, okay, What is it that, you know, folks need are not getting but would be an easy yes to them, which brings me to the next point. They need to be easier to buy. So, yeah, easy to understand.

They need to be easier by. You have no idea how many pages of quote unquote productized services I’ve critiqued as part of our, you know, when I coach, freelancers And I see that to buy the service, it would require either sending someone an email that they’re interested, or the price is not mentioned. You need to get on a call. I mean, like, that defeats the whole purpose of a prioritized service or a package.

It needs to be super easy for them to violate literally. Click a button, fill a form, book a call, make a payment. You know, that easy. And right now, I mean, with all the tools you have at your disposal, there is really no reason why anyone should be jumping to hoops to pay you money money.

So make it really easy for people to buy. And then most importantly, and how a product or service will help you avoid burnout and also be booked out is by ensuring it’s easiest to deliver.

The beauty of product as services and packages is that they should be they’re they’re painless. You know, you’re, like, really excited about offering them. I’ve been, like, doing the fully loaded launch copy package and raising rates audit. Like, right now, probably it sets up, like, twenty one k, and then you’ve got add ons. And I’m booked up for it is because it’s paid less for people to buy and it’s payments for us to deliver it.

So how do you do make it really, really painless to deliver by leaning on the fourteenth?

I totally am a frameworks person. I like to name things.

So yeah, tools.

When you’re ideating?

So it’s not just enough to come up with an idea. You need to think about how are you going to deliver it so that it’s like a real delight for everybody?

More so you.

So you wanna look at what tools are you gonna use. So if it’s let’s say you’re off on, you know, you decide to offer email audits, which is like a, you know, a go to starter package, but in your case, you come up with the idea that your audit is going to be maybe for More like a launch debrief. You know, I’m using the launch example because I’m super familiar with that with our industry, but Again, it’s something that’s happened. Someone’s had a launch. You’ve, you know, you you’re gonna audit their launch assets to see what could be better.

Right? So you wanna make a list of all the tools you’ll be using to do that because then you’re, a, super confident, b, you know what you will be doing and how will you be, you know, how will you be fast tracking, the delivery process The next thing is templates.

I don’t mean copy template. I’m not a fan of copy templates, but I am a fan of templates for communication templates for, onboarding your client. Like, if they sign when they sign up, what do they get? Like, you the last thing you want is someone to pay your money even if for, say, an audit.

They need to get an email saying, Hey, we’ve gotten your booking. We’re really excited. Here’s what to expect. Here’s gonna happen here is what I need from you, etcetera.

So what kind of templates would you need to make that process if your service would require other kinds. Maybe you’re doing a design audit. You know, maybe you’re doing a whatever kind of an whatever kind of productized service, maybe you’re going to be offering newsletters.

Is there a way for you to templatize that process?

To start thinking along those lines.

The whole ideation process for creating a unique productized service requires a lot of creative thinking and something that which is like, yeah, all of you are very gifted with. So I’m going to use that and I need to also go back to your offer suite and start looking at the next element, which is time triggers. What elements of your service are the fastest for you to execute.

So full disclosure for me, writing is the fastest. It I’m shockingly fast. I love to. Right?

So it’s like, you know, that’s why you see a lot of done for you copy packages from our business, because writing is the fastest for me. So it makes sense for me to lean on that. In your case, it may be data analysis, and or it may be design, or it may be you know, and, like, it could be any it could be strategizing. You know, that’s another thing that I really enjoy.

So you’ll see a combination of you know, and that’s what makes this unique. Right? Because when you’re you may be offering the same service as another copywriter.

But what you’re great at may not be the same thing that they’re great at. And this is the time for you to own those strengths. This is the time for you to say, okay, I’m really, really fast at research. Research was my time sink, editing was my time sink. Right? So, those were the things that we hired out to contractors.

But I mean, I would I would never dream of offering a research on the package, but if research is your, you know, strength, if we you’re really fast with coming up with great messaging recommendations or, you know, ways of customer data and putting it together so a client just can use it.

That’s a great product that’s on this to offer. Like, really leverage your strengths, leverage, the fact that if you’re fast at something, own it. And then boundaries.

Tight boundaries are what make packages a dream to deliver. Someone assigning for, say, a monthly package. For example, like the grab and go package that I talked about earlier, or we have a newsletter package that we run currently.

Or, yeah, we have a flash sale in a copy package that we already currently. You need boundaries and things. A prototype service, otherwise, can lead to a lot of burnout because you you maybe selling it to, you know, you may be selling it on autopilot from your site. And we’ve talked about selling processes, maybe in another training session, but, point is you wanna ensure there’s no scope creep. You wanna ensure that you’re not, you know, just throwing everything. Like, for the fully loaded launch copy package, my first the first time I launched it, and this was, like, you know, I don’t even remember paying twenty sixteen, twenty seventeen. Pointed, there was a lot in it.

And I realized that, you know, I need to taken up my boundaries because it was getting very blurry, very fast. And since then, it’s gone through several iterations, and they’ll continue to go through several interesting book point is even initially, I want you to start thinking about, okay, what boundaries do I need in place?

What happens if someone who signs a foreign audit says, oh, kid you, you know, change this section of copy. Are you going to include are you going to include copy edits in it? If yes, say, I will make edits to three key sections.

Right? What if someone signs up for a newsletter package with a three month commitment and in month two decides to cancel.

How are you gonna protect yourself then? What matters do you need in place then? Right? What cancellation terms do you need? What about revisions?

So how many revision requests are you going to enter today? What about communication?

Would you be available all the time or will you be responding to people, like, within twenty four to forty eight hours or within two business days?

Think about all of those things because all of this is what is going to make your package, not just unique, but also easiest to deliver, and that’s really, really important.

Alright. So once you’ve done this whole exercise, possibly you’ll have a few ideas that you can offer as packages, which brings us to step two, create.

So there are three foundational models, for creation.

The starter package, which is basically usually a single serve flat fee package.

You know, it’s I think exact best example is audits. It’s an entry level offer. Having said that does not mean that a starter package may necessarily always be very cheap. I do not want you to start thinking that, oh, you know, I can’t charge much.

Or I need to only go for, say, you know, a top tier package. You can, of course, but the starter package has other benefits. It’s great for people who may be new to your world. Who’ve never worked with you in the past, you know, who wanna get do like a small thing just to kind of see whether they enjoy working with you or not In our case, it’s it’s our consulting sessions.

We have profitably or before that, we used to have a rapid rise revenue session. So those are, you know, and profitably yours right now. It’s not a special, but, you know, it’s otherwise priced at fourteen ninety seven. And it’s a starter package.

And it’s, you know, we sell, like, I think four of those in a month, which is not bad at all. For a starter package. So point being, don’t let don’t let us the word starter, you know, get you thinking that, oh, it’s not.

You know, I wouldn’t be able to charge much for it. Price has nothing to do with it. Remember, you need to look at what are the outcomes and the benefits that a client is getting. From that package.

But pointing, it’s like a single serve, like, biopsy, single service because you do it one and done and you’re, you know, you move on. The next one is the monthly middle, I put monthly in brackets because it may not always be recurring, and I’ll show you an example of that in just a bit, the middle tier package. Now this sits quite nicely in your in your offer suite by because it’s, best for clients who’ve worked with you in the past or clients who are at a stage of business where they’re ready to bring, you know, get additional support. And most importantly, it usually caters to an ongoing need that a client may have.

Example, a rabbit go. Or newsletters or flash sale emails or, you know, maybe, many sales pages for a product description pages that’s another thing that I did a lot of us product descriptions back in the day. So, yeah, so those are like your middle tier packages. And then the top tier package is way more robust and comprehensive than the other two.

It has a lot. It just solves a huge pain point for a client.

Case in point, a website copy package, which is not just like three pages, but you maybe do like all their pages.

And this is a top tier package.

I used to earlier tell people it’s great for clients who’ve already worked with you. But I’ve since been proven wrong because we’ve had clients who’ve never worked with us tying up for our top tier packages.

So I’m no longer saying that it’s for people who are in work with you. It’s for people who are ready to invest in solving a burning pain point. So what we found and this is, again, from consulting and with our own business is that this is for the seasoned business owner It’s, for someone who’s got the budget and the team and has a huge pain that they need sold and they are willing to invest in it.

Web sites and launches are the first thing that come to mind, obviously, again.

You all know your business best.

Now once you’ve identified how whether you wanna do starter, monthly, or, starter, middle, or top tier, you can take three approaches to creating the package itself. You could go narrow. You could go wide and deep. I’ve talked about this earlier in my tutorial Tuesday as well.

Point is like narrow is where you focus on only one service and narrow down to one element of that service. So for email copywriters, It’s email copy is the source, and one element of that is auditing emails, or email strategy is another one. Right? You’re going narrow.

You’re just taking one element out of the copy process or research for that matter. Why? Why does you focus on one piece of the marketing puzzle? And then you combine services to create a package.

So you’re going wide. For example, you could take content marketing is a piece of the marketing puzzle, and then what you offer is blog and social media content, and maybe Facebook, I copy, you know, So that’s going wide.

Deep is, like I said, you focus only on one core outcome.

You can f you focus on one core outcome for the client and you include services to help that client accomplish that outcome.

Large copy, website copy. The outcome is that one result that the client is getting is that I’m gonna be solving this pain, which is, like, generally, the packages are also top tier packages, but that again, not the rule. This is just for you to, you know, look at how to approach creating your productized services.

So what else do you need when you’re creating, by the frame of use? Treaties, package inclusions, so what really including your package, use the three e’s and the foundational models to decide that positioning, how are you gonna be positioning this? Is it gonna harder package? Is it gonna be top tier, middle rung? Where are you landing? What does it feel like to you?

And here’s the deal. Again, Remember, we are not in the game of creating generic packages that everybody else is selling. So you’re not just doing, like, oh, I’m gonna do, like, a four email welcome sequence. Nope.

You wanna think different. You wanna think bigger. You wanna think more in alignment with what your strengths are. So you that’s why you wanna look at how are you positioning it? And then pricing.

How much will you charge for the initial three to five clients so you can better validate your privatized services? Because that’s what we’re gonna be talking about next. So where you land on pricing, a lot of factors go into pricing again. You wanna look at a What’s your time involvement?

What’s your internal hourly rate? You know, you may wanna do a bit of competition research as well, but remember, chances are you’re gonna find someone offering what you’re offering. So you wanna use what you know that you would be comfortable with and go with that. And generally be found, using your internal hourly rate using the time involved And also keeping in mind the outcome that the client will be getting from it helps you arrive at a figure that feels good and right to you for these initial consonants.

Remember, you will keep increasing the pricing once you validated it.

Alright. Which brings us to validation.

For me, the best and most effective way to validate is withheld.

I have never posted in a group saying, oh, I’m thinking about offering this what are your thoughts? Or maybe I if I have, it would be, like, probably way back when we store it.

The reason is because mine and I believe that sales is the best way to know whether or not you’ve got a productized service that works. I mean, which is what I was talking about earlier. You know, like people in groups can always say, oh, this is great, and you should or maybe you need to add this, or no one is going to buy that for point is, like, if they’re not your ideal customers, really, their feedback.

Their feedback is just that. It’s feedback. It’s not sales. It’s not money in the bank. The best rate validate and vet your productized service is by putting it in front of people who would actually wanna pay for it, so prospects.

Past clients.

You know, p you could put it on your social media profile because, you know, people would be asking there. That’s pretty much how we used to sell packages back in the day is putting it on on social media profiles. So how do you sell it? You launch it? And You launch it with what I like to call the launch of least resistance.

Yeah. It’s really easy to launch it.

Even a baby could do it.

You wanna launch it via a Google doc. I’m a huge huge fan of Google Doc launches. It’s something that talked about often and shared about often because it’s easy. It’s fast.

It’s painless. It’s very inexpensive for you to validate something. You know, you just you don’t need to hire a designer. All you need is a way to accept payments, you need maybe a scheduler, like, the tools that you already have.

Right? So it just may and as copywriters, it’s seriously, it’s like a free way to validate because you basically are hiring yourself to write the sales page for it.

So what do you need for your lines of least resistance? Clarity, really, really important. But when you are putting that Google doc together, it should include who is it for? Why do they need it? What will be included?

Why that matters?

How much will they invest?

And when do they pay? What happens after they sign up? What can they expect like a lot of clarity around it, especially, especially if you are sending this out to, like, say, people who have never worked with you before, like, cold to prospects or even like warm leads that may have gone cold.

Urgency is the other thing you need. Give me a minute.

Okay. The idea here is to vet your offer, not have a six figure launch. Just kind of let’s get our goals clear.

You don’t need thirty or three hundred people. You just need three people. Or the moment you sell one spot and someone’s paying for it, you’ve got a validated idea.

Three amazing. Now, you know, that you could go ahead and fine tune it and then pop up a sales page, like, pop up a proper design page for it. And start selling it on rinse and repeat mode. So you need to mention that urgency on your Google doc sales page clearly that you only have three spots, or you only have two spots, whatever is your capacity or whatever.

Again, remember this is your offer. You decided. You decide how many of these can you offer. Again, it may feel like, oh, let me just go ahead and tell ten of those.

Queen is if it’s a new productized service, you’re learning how to deliver it as well. So you wanna give yourself grace there and you’ll look at, okay, let me just do three of these to see whether or not I even like offering it. Because it seems like a great idea right now, but do I like offering it? You’ll already know it once you do it.

Right? The second thing is time, how much time is it taking me? And then because then you’ll be able to adjust your pricing accordingly. Right?

So you all of those things need to be, kept in mind. So urgency is kind of built into this. Lean on it, and use it.

And then credibility, really important.

Why are you qualified to sell the service have you set yourself apart from other others? It could be your process. You know, it could be your systems. It could be your I for detail, like, remember you, all of you in this room right now have a lot of credibility.

So important way to start using it and talking about it, including it. What past successes like social proof and you have in this space, you may not have it for that particular service, and that’s fine. But if you’ve, like, written, let’s say you are you’re offering consulting sessions for the first time. Right?

Maybe you’ve not never done that in the past. But have you, as part of your other projects, being consulting with clients, being advising them on strategy? If yes, you do have successes there. Right?

Or maybe, you know, you start you add on, say, email copy, and you’ve only been doing websites so far.

Can that process be replicated? Of course it can. Right? So start giving yourself credit where credit is due and start owning it and start mentioning that. So what past successes do you have?

In the space or the niche, whatever it is, think long and hard, and then make sure you include it.

Alright. So this is a real world example that I have for y’all. This was a package we’ve sold out just early this month. It’s called I wanted to show you the Google doc it’s not on our site.

So here’s the thing. It was called it’s called the Flashhell spritzer. And this is exactly how I the process I walked you through is exactly what. I do in our business.

So I’m gonna open this up here.

So very clear. Who’s it for?

What is the outcome?

What’s my credibility?

Why do they need it? Now, this is long copy. You’d again, You don’t have to. You want to, like, I found there are no real rules.

This is what works well for us. So I talk about, you know, Why do they need it? What’s in it? You know, overcoming their objections around, oh, I don’t wanna wait till Black Friday.

That’s fine. Discounts.

Who is it for?

And then what can they expect?

Again, this was a detailed bio here.

More social proof. Got Joe who got, yeah, got social proof here. Then what do they get? Now here this one’s really important because this is where I see a lot of freelancers slip up is you don’t just say, oh, you’ll get a questionnaire.

Why do they need a questionnaire? Like, what’s in it for them? I mean, a questionnaire is part of your process. How is it gonna, you know, help them?

So link learning extensive question is so I can understand your Flash software grant audience. Once you compete with me for a sixty minute calls where I’ll continue to deeper so when I sit down to write, I can write, like, you That’s the fact that they don’t have to worry about their copy not sounding like them because we’ve done all of this.

The email sequence. Again, what is it in it for them? So, you know, you’ll get all the emails needed to sell out your offer, like, Tara. Stewer minus the meltdown and ticketmaster snappos, then these are the bonuses that I was giving because, you know, it’s social media captions, business, boost blurbs.

This was like my urgency thing. I also had, like, capacity. So that was the other thing. And then simple thing, I also gave them then add on.

Then what happens once they sign up? Works like lemonade, easy and breezy, you choose which option you want, fill out the application form, they would fill it up. Book it with a fifty percent deposit comes with a total mentality. So giving everything to them, right there, timelines, questions, They could book a call or they could walk me.

Can you see how easy I could literally chip me sixty minutes to write this? Sixty minutes wide because I’m having, like, most of the social proof and things Right? So, yeah, that’s it. That’s how long it can take you to launch a prioritized service.

And be a good on time. So thirty minutes there.

Questions.

Well, thank you so much.

Go ahead.

No, please. You go ahead.

Okay. Also, I was gonna ask, how would you now distribute the fact that you have this productize service that you wanna because I I think a lot of people that are starting out or with this whole consultancy kind of thing is, it’s hard to get distribution.

Mhmm. So either you already have either you already have some influence LinkedIn or Twitter and you’re using it or, like, if you’re like me, you barely have any followers.

So how do I now distribute this this offer?

Yeah. Good question there. Okay.

So here’s the thing for, for me, personally, it was social media, and it was Facebook. Right? Like, Facebook was my profile at, like, my and my profile at that, not even my page. This is, like, back in the day, before we had industry.

And here’s the thing that we used Facebook, and then because, we live in India and we work with the global audience. Right? So reaching them in person is not really practical or possible. At least when we were starting out, now we, you know, still travel to the US frequently or can’t and attend events and things like that, but it’s not not that easy.

Having said that, if you are in if you’re working with, say, businesses in North America or the UK or, you know, in a country other than your home country, and you have, like, let’s say, no network.

Correct? Like, no social media presence, no email list, nothing. The best way you could distribute the offer that you have would be through warm email prospecting or through where you would like to look at the businesses that you would benefit from, bet who would benefit from the service and reach out to them via email.

That is one option. The other option is in person.

A lot a lot of in person events and, you know, that happen in North America and the UK both big and small. You may wanna start with smaller events. I I know of a copywriter who has No presence. He’s, like, I know him through Joe, and we met, you know, I think in in one of either either in Mastering you together or something like that.

But point it, He his Facebook profile has not been updated since I don’t know when and his, you know, Yeah. So I basically just reach out to him whenever I wanna check check on, him, on mess in messenger because he’s not very active on social, but he’s been able to build his, his business successfully just by attending in person events. And that’s why I keep telling him, I’m like, you know, you’re so lucky because he could just take a train and go to other end. Whereas I have to think about a twenty four hour flight just to attend one event.

So, if you have that advantage, use it. Like, I feel like not many, many copywriters that I know who have that advantage use it enough. Is it Is it, you know, easy to attend events? Nothing is easy.

Attending events is usually an investment. You do need to travel. You do need to make you know, pay for hotel stays or Airbnbs or whatever.

But if you don’t have a network that you can lean on right now, maybe that could be a shark. So so if you don’t have a network, one email prospecting, definitely one, in person events number two, the third is your peer network. So you don’t wanna you may not wanna sell you may not wanna validate your idea by, you know, getting a lot of peer feedback. I’m not saying don’t get peer feedback. Like, this is a great community you’re part of, like, the mastermind right now. So, yes, do get feedback for me. I feel like sales cures all, like, not not human beliefs, so I’m more a salesperson.

But you can always use your network to promote your productized service. And in exchange, you could have like a system of exchange, like a referral fee or something like that for anyone the essential way. So you may not have a list, but they may have. Right? So those are three ways right away. We we can also look at, like, you know, other sales systems, like I said, on another another training I can dive deep into various ways to sell these.

Yeah. Like, all different ways that we tested out and ways that have worked and ways that haven’t worked as well for us. One thing we haven’t used, the other yeah.

The reason I did not mention this is because we haven’t used it. So I can’t really vouch for the results from it, is, ads. You could run ads.

As well. So that’s an option to explore too.

Was that helpful?

Yeah. A lot. Thank you.

You’re welcome. More questions.

Anyone doesn’t have. I’ve been thinking about recreating these packages since I’m work. And then I have some packages in it. If your uplink, I I would love to get the ideas on it.

But, I wanna add a nun that women printed mentioned that, you can use cold emails. I’ve been using them since, like, I I was active on LinkedIn for, like, six, seven months. And I grew my followers, but now selling LinkedIn services. I was getting booked out.

So, yes, social media does work, but then when I pivoted to launches, seems like my ideal ideal audience doesn’t hang out there. So it was easier to, like, sell mini tier packages, but high tier packages. They weren’t just, like, not even ready. And now I’m, like, and maybe it wasn’t the right fit.

And cold emails, like, work meticulously. It just takes some some effort like up hand, but if you can put all your copy, like, volume copy hats, Because for me, I’ve never had a ten, like, above five k package ever sold.

Through any any of social media, but it does happen via emails very regular.

So it was very surprising for me. And if you want any resources, we can chat and rebuber, rebuber is an excellent source of, the way she writes cold emails. It’s like it’s just too good. So you can you can I I think her master class is, like, ninety seven dollars or something like that?

So that’s that. Do that.

Thank you. Yeah. No. It’s definitely something I have to try. To be honest, it’s just there’s a sense of there’s just so much stigma around cold emails just something I never even even really thought about for me to be honest.

Yeah. Sorry. Go ahead.

No. No.

Please. No. Please go ahead.

So I I felt this I felt a similar way, but when you see Breeze approach, I’ve literally got responses. Like, this is the best goal email ever. This is the best I I also added, like, my touch to it. Like, I I because I couldn’t completely align with pre.

So I obviously you find your own style, and I didn’t. And then when you put all your copywriter assets and it actually comes off because it’s not like, hey. The sucks hire me for this. It’s like a whole conversation.

And when you have that conversation, they’re like, Thank you for thinking so far for my business, which I could I wouldn’t have done that in the next three months.

Okay.

Yeah. Just to kind of build on what Alicia said, you know, like we, so when we started back in twenty eleven, we had No network. We were not part of any mastermind. We were not part watchments for, like, the longest time ever.

Joe was the first one I joined. Right? So, But and we had no connections online. Nothing.

This was, like, just mine and me.

And that’s how we landed our first clients was cold emails. So and this was without any copywriting training. So y’all have, like, I’m this was back in twenty eleven, and there were, like, zero tools Like, I had a Yahoo account wrong. So that is what I used.

So if we could close clients with that, I there’s no reason why you wouldn’t be able to do it now. And again, we’re not remember, we’re not talking about, like, oh, you need to, like, get five hundred or thousand contacts from LinkedIn or Biolist and all of that. No. What you’re looking at, you’re looking at, like, identifying thirty people maybe that you would be a good fit for and reaching out to say ten of them.

How hard is that? Like, break it out like that and think about it. So yeah. Don’t let, like, the, you know, I know, call emails gets, like, a bad name. But again, like, I posted out AI today, it, you know, who is sending out those call emails?

It’s it’s us humans. So it’s not cold emailed to blame. It’s how it’s being used.

Thank you.

Welcome.

And, y’all, does it have any question questions? I would love to get your ideas on the patches packages that I’ve been thinking of. Like, I wanna specialize in funnels, but I am, like, I’m getting a lot of traction with goal emails. So I also I am also thinking that it can be like more than three packages for funnels, but I’ve thought as the first one is done with you funnel for course, like, people coaches who have an idea, but they’re so scared and they’re, like, you know, I I’ve sold this, like, two spots.

And one is they can’t see beyond their head. Like, they’re like, okay. I’m great at so many things, and I wanna create a bundle of all that things. And it doesn’t make sense in in the in package.

So it’s like a done with you funnel where the first part is like solid aggregation where we only stick to one part one part and specialize in it. And then I’m I’m selling it for two thousand five hundred. It’s eight eight weeks.

One ninety minute call a week. Have already sold two of them. One for eight ninety seven and the other one for two thousand five hundred. So it’s, like, already and this is, like, not even putting a Google page.

It’s just verbally LinkedIn posts and all. That’s the first package. The mid tier package, now I was thinking of doing a minimal viable funnel. But then now I’m seeing a huge need for list growth.

And that is, like, I’ve been chatting two operators and they’re like, my my programs have sold out before, like, on a huge scale, but now they’re not because my list is capped. So it’s the offer is not the problem. The list is. Like, I’ve worked with Laura, Danny, Samorovis, Paula are sharing the same thing.

So this is just for copper. It doesn’t I’m sure it is somewhat similar for course creators as well. So I don’t want to limit this to creator, course creators. It’s for creator.

Like, it could be for operators, could be for any creators. And the the idea is three related magnets, three landing pages, three nurturing sequences. And if needed, one abandoned cart sequence as well. Mhmm.

So that’s like my middle offer. It will be around eight thousand dollars to nine thousand dollars. I’m currently I I I I’ve sold a fragment because this is just, like, very new. I’ve sold a fragment of it via Coli Mills.

So still need to test this. Then the top tier is now I have, like, two, like, one is the whole thing, and then it could be, like, a down cell. So the whole thing is like a proper full course funnel when if it adds, pre launch emails, launch emails, post launch emails, and even the onboarding emails and upsells, down sells, the cross sells, the whole, the whole full package. And then a minimum viable launch could be, pre launch emails, launch emails, sales pitch. So that’s, like, just one offer, but This is what I’ve been thinking, and now I’m thinking, like, if what are your thoughts on this first?

Just any one of the coupon away in?

Any questions?

Okay.

So my first thought is with the starter package, you already validated the done with your follow-up thing. I mean, you could obviously go ahead and run a pro so it’s it’s a validator offer. You would actually start, like, kind of selling it, owning it, and talking about it and promoting it.

The middle tier.

One it sounds like I’m just a little confused about the outcome. Like, why do they need three lead magnets? How is it going will it create recurring income for you? Are you gonna be giving them one lead magnet every month or every quarter?

What’s the what’s the benefit in that for me as a creator, if I was looking at it, like, how would you be helping me test them out? Like, what’s in it for me? Why would I need to relay my to begin with? Is my first question as a creator?

Do I get all three of them together? Or is it more like a quarterly thing?

How does the abandoned cart sequence fit in? Because we’re not really selling them anything. So I’m not clear about the outcome or the benefits here as a prospect.

If you have sold it, great. Maybe look at it and see what you could, you know, optimize in there. If you haven’t sold it as is, because I’m not sure if I heard you say that you’ve sold it. You said you’ve spoken with a lot of copywriters, or have you done this for a lot of copywriters? I’m not really sure.

No.

I this is what the idea which I’ve got from copywriters because okay.

Got it. Cool. Yeah. Yeah. Yeah. Yeah. Okay. Great. So, yeah, so I think this it’s a it’s a really good idea, Alisa, that would help you kind of generate, like, make it into almost like a recurring package.

For I’ll give you an example with the flash sale emails. Right? So people have, like, have the option of three days and five days, but they could also bill book multiple packages if they wanted to run say quarterly.

Sales, right, which is great for them and great for me. I’m not working on multiple, you know, I’m not writing, like, five different sequences for them or even three different sequences for them, but I’m writing, but I’m still booking them in for three different packages. So because they could see how they may need, you know, say three different flagships for three different offers that they have.

The idea you have is good. I would like spend some time spend some more time in the ideation phase there looking at How can it be easier, easy to understand, for your prospect? Right now, I’m I’m tripping over a lot of things. I’m like, okay. Well, why would I need all of this?

And how does this help? Do you think?

Sorry. Go ahead. Do you think it’s better if I do, like, one lead magnet one, then they can book multiple there. So the the outcome is you get, like, the ideal clients in your list.

So if you’re buying my these the entire package, three late payments, three landing bridges, email sequences, three sales emails, and a bunch. So you’re selling something at the end, and every lead magnet will be will be leading to one of your products. So I I missed that part. And then the whole, like, my aim would be adding five thousand subscribers to your list through this.

Mhmm. Mhmm.

You know, it it, like, you you could and then if if that seems like a huge thing, we could we can, like, make it very small, one lead magnet, one landing page, one email sequence, one sales email, one event.

So this is like one because you said that people can book multiple flash sales emails. So I just want that if that sends sounds more sensible. So it’s like a smaller commitment and they can book multiple packages if they get ROI out of.

Yeah. Yeah. Yeah.

And so put it out there, vetted, like, like I said, you did the other one with the LinkedIn post. Maybe you could vet it with the LinkedIn post again and see if you have any bytes. And if you do, then run it and see what gaps you come up with. So you can optimize it further before formally launching it. But, yeah, that will probably be better than, like, the whole three lead magnets, three sequences thing because that just throws you off and you’re like, okay, well, what am I gonna do with all of that? So that’s good.

The top tier is, of course, the fully, like, is what we have as the fully loaded launch.

Profiles, I would because I’ve now seen so many of those. I’m gonna and you are in CSP.

So I’m gonna challenge you to kinda look at what gaps can you fill beyond the, you know, I I don’t know if you if you I’ve shared my one thing with you.

So the process is same. My style is So I’m adding, like, stand up com like, elements of humor and stand up comedy there.

Yeah. Yeah. Yeah. Yeah. Yeah. Yeah.

That’s, like, the process is same, but I I’m doing, like, a lot more analogies, a lot more, like, humor.

And if if you’re selling to mom, so there will be sprinkled mom jokes, which are resonating with your audiences.

So I think my my style comes different in the end end delivery, but I’m open to hear if I can change something in the process as well. So Maybe you could use positioning here to kind of separate yourself.

It just kind of depends on how you put it together.

And share it.

The reason I’m a little skeptical about it being able to stand out just on the basis of humor in copy is because a lot of us do use humor in copy. We do that’s the whole idea. Right? Like, if your audience is moms, you do, you know, you wanna use, like, mom jokes or references from there, or mom life references, or if your audience is like dentist, then that’s where you go.

I mean, like, that’s part of what what we do. I would be interested in seeing how you really own that one thing and help let it shine in how you present it. I’ll give you an example. For me, one thing, has always been ROI and helping creators accomplish greater ROI out of working with us.

Right? That’s, like, part of our offer one thing. When we the brand one thing has always been blending copy with food. So but that’s only for our brand.

I’m not gonna be leaving in food references for other clients.

Is so in your case, I’m just wondering, is the stat of comedy across the board for clients, and I’m gonna I don’t wanna confuse you about your one thing here, but I’m just touring it out there. Like, is the stand up comedy means copy your one thing for your brand? Like, person who comes to mind is Liana Patch.

Who’s made it part of her brand. Anti brands. Right? Is that where you wanna go? Or do you wanna keep copy and comedy as part of your brand? And then take have, like, a one thing that’s separately. So if it’s copy and comedy for your brand and Poine’s brand, slightly, Adam, then I would be interested in seeing how you present the package.

Like, what different would it be? Would you be giving them, like, for instance, one thing that comes to mind is would you be giving them fun one liner real text ideas to, as for pre launch and launch, you know, would you be giving them, like, how can you make the whole because it’s not enough to say, okay, I’ll stand up comedy meets copy. How is it actually meeting? Where is it meeting?

Right? Would your add text be, you know?

Oh, do you have, I know we are short on time, but I’ll share this in Slack with you. There’s a really great resource on, that that I had I bought back in the day that was comedy and Facebook ad copy. It was so cool. Like, their ads were just, like, hilariously good, but also high converting. So You know, so you so think about, like, that’s why I wanna push you to think about don’t just go to, oh, it’s gonna have your sales page and email sequence and all, yeah, short. Like, I know thirty other copyright organizations have gotten the same thing. So, you know, how are you setting yourself apart?

So, yeah, spend some time in the ideation phase for your packages. Yeah.

Thank you so much. I know it took a lot of time. I’m I’m open to hear if anyone else has questions.

Alright. Yeah. Esther, any questions?

I actually have a question.

Alright. So, Prina, in the three piece, you mentioned, in the positioning, that don’t set yourself up, exactly the way others are doing. And you’ll keep an example of, let’s say, for, email copywriting. So if you’re if you’re an email copywriter, don’t don’t package your, product as saying that, alright, I’ll write four email sequences for you and everything that’s the that’s, that every other copyright copywriter is doing. So what would you suggest how to make our packages stand out? So since our services are all aligned because we are all copywriters. So how can we still stand out in the packages?

Mhmm. Mhmm.

Again, go back to your processes and, you know, go back to your go back to things that you, like I said, like, look at what are your surprisingly or shockingly good at. For example, you may be really good at coming up with micro copy. You may not even realize it. Can you own that and say, okay. I will give you e for So let me show, like, with the Flashhell scritzer. Right?

It’s a package of Flashhell emails. It’s not something that’s others haven’t offered before. However, what sets me apart is not just the fact that I will be giving it to them within five business days, but also that I will be giving them social media a copy to promote their thing. Why?

Because I’m leaning on my social media expertise from back in the day. I used to do this day in and day out. I know social media and it’s not something that I’m gonna be, just winging it. So what other skills and talents do you bring to the table?

So if going back to the point, if if my full copy is a strength of yours, can you use that strength to give them CTAs or micro copy for the site’s banner promoting, you know, like a sticky banner promoting the sale that they have. Can you give them, you know, can you give them multiple subject options instead of one or two? You know, can you give them, like, whole CDAs to use on social so that is how you set yourself apart.

You wanna look at your strengths. It’s not like, okay, Welcome sequence packages. Diamond doesn’t, but maybe you find that your strength is coming up with really great and creative thank you pages. So you tell them that, you know, with your welcome sequence, package. I’m gonna give you a thank you page that’s gonna help you increase conversions or get to know your audience better. So lean on your strengths, which is why you really need to know your know yourself.

Need to know your client, yes, but you also need to know yourself. Alright. Thanks. Does that help, really?

Yes. It it really does help. Thanks a lot.

Awesome.

I was just gonna ask a quick follow-up to that. So I’m actually a UX writer for my day job.

So you said micro copy.

And I’ve really thought about how I can kind of merge UX with because I wanna do SaaS emails as well.

So now that you mentioned that, I’m thinking how I can bring the UX element because every settlement app and, you know, all that stuff. So, that got me thinking into how maybe, like, maybe emails and could be like a package by itself.

So One hundred percent. You know, UX is a part of everything. Right? Like, You could do so much, and then with your knowledge of UX, you could do, like, if you’re selling emails, you could do a user experience audit of what happens when someone opt in.

Okay. You know, that could be your starter. And then once you’ve audited, then you can Here’s the thing. Your, the other thing you wanna kind of keep in mind which we found works really well is your package is generally, you know, lead and kind of which is why I want you to think about them as an offer suite and not like, oh, let me offer this because the world is offering it.

No. Where does it fit into your business model? Right? So they sign up for a UX audit because, hey, you’ve been doing this professionally or, you know, you company trusts you enough to hire you.

So you do an audit which then you say, okay. Here’s your audit. Here’s how I can see. We can optimize it.

And here’s how we can continue to work together. I can you know, either make those changes for you, or I can help you get more out of it by writing the emails. Yeah. Yeah.

Just kind of going from there. Not just that. You could also do, you could even look at there. You could do, like, a not just the opt in thing.

You could look at the whole website. As a whole. Right? So it just there’s so many ways that you could use the skills you already have.

Like, I would just start by, like, listing out all the skills you have. Like, is that that’s just like one teeny tiny part. Right? It’s the checkout experience.

Can you use the checkout experience and then sell them on about in cardinal sequences?

Could you look at the welcome email that goes out and then do an onboarding sequence for them? So I mean, I could just go on and on. Yeah.

Thank you.

You’re welcome. Awesome. Hope this was helpful. Perfect. Esther, happy to hear you.

Thank you so much.

Awesome. Great. So glad to hear that. Let me know if you have any follow-up questions, you know, where to find me. The recording of course will be, and They’ll be where it is for y’all.

But yeah, thank you so much all for being here. And, I’ll see you in Slack

I know a few people have DM’d to say they’ll be showing up a little late today, so I’m just gonna roll with it.