Tag: shane

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

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

Transcript

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

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

Can you see the screen? Yep. Okay.

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

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

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

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

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

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

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

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

Do you have a swipe file do that you use?

I use a lot of swipe files.

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

No. I don’t, unfortunately.

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

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

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

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

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

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

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

Goes through all that stuff like crazy.

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

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

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

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

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

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

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

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

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

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

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

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

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

Mhmm. Okay? Does that that make sense?

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

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

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

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

Bingo.

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

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

Real quick. Yeah.

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

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

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

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

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

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

No. I get it.

Okay.

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

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

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

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

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

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

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

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

Any questions?

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

Are you I’m gonna show you that.

Alright. Trick.

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

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

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

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

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

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

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

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

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

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

So I talk about prospect.

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

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

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

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

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

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

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

Yeah. Yeah. Absolutely.

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

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

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

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

Right.

That’s important.

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

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

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

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

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

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

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

You got the formula.

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

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

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

Okay?

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

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

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

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

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

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

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

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

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

Or It has reviewed attachments in the past.

Yeah. Depends.

I don’t know.

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

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

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

Okay.

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

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

Let’s, do do do open this up.

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

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

And it but it should give a pretty good output.

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

So it went through this.

It started to to Oh, I get it.

Yeah.

I see what it did.

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

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

So pop that in.

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

Bam. You got it. You got it.

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

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

I love the final part. It’s so fun.

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

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

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

You’ve got all the different Exactly.

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

You got it.

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

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

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

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

Here you go.

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

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

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

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

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

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

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

Newspaper ad.

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

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

Right?

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

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

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

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

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

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

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

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

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

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

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

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

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

But Does that even have to be perfect?

Landing page, the ad, everything. Everything.

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

Right? So here you go.

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

Dude, that’s awesome.

Yeah.

Done all that in Five minutes.

Twenty minutes.

Whatever it is.

Yeah.

Whatever it is.

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

Right? So here’s another layout.

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

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

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

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

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

Upload it.

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

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

Oh, here it is. There you go.

K.

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

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

This just sets up testing versions.

It sets up whatever you want it to be.

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

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

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

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

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

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

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

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

Right here.

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

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

Right? Let’s open this up.

Blueprint.

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

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

Right?

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

So yeah.

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

It does.

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

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

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

Mhmm.

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

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

This is the final polished. Thirty thousand.

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

Yeah. That that that’s a good ROI.

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

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

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

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

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

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

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

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

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

It is. Yeah.

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

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

So that’s the pros here.

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

Like, it could be Yeah.

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

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

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

It could.

Are could.

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

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

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

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

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

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

I love you.

Yes. Only you are gonna have access to it.

That’s so much fun.

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

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

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

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

Will it analyze also what doesn’t work?

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

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

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

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

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

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

So Nice.

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

Different data sources.

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

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

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

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

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

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

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

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

That’ll that may Yeah.

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

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

So Yeah.

How does that work?

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

There we go. You see my screen?

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

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

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

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

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

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

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

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

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

Yeah. Exactly.

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

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

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

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

Yeah.

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

And so that, you know, that Of course.

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

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

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

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

Right? Versus the doing.

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

And Systemize it.

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

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

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

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

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

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

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

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

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

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

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

Why would you?

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

How transparent are you with the the clients?

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

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

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

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

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

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

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

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

Right?

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

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

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

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

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

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

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

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

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

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

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

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

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

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

But if the offer is shit Test it.

You gotta test it. Right?

That’s that’s you the other problem.

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

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

Right? Just testing it and see what sticks.

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

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

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

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

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

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

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

Very cool.

Any questions?

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

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

You guys joining a lot? Ugh.

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

Did it really?

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

I just now clicked it and yeah.

Oh, okay.

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

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

Time zone a?

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

The whole thing’s recorded. Right?

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

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

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

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

Right.

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

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

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

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

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

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

I’m not showing my screen. No.

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

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

Yeah.

The calendar I gotta jump on.

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

I looked at my calendar.

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

Here. Let me go on. Let me talk.

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

I have, is this Yeah.

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

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

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

Yeah.

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

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

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

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

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

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

Yeah.

So your swipe file now is this.

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

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

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

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

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

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

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

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

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

Then we went into this stuff works.

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

Okay.

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

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

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

Yeah.

By pulling the data from the stack.

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

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

Yes.

Okay.

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

It’ll give you the exact formula.

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

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

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

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

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

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

Okay.

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

But this is the process in a nutshell.

Okay? There you go.

Okay.

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

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

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

Try this prompt.

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

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

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

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

Time management chaos.

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

The result’s gonna be There you go.

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

Okay. Yeah. Because it’s yeah.

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

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

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

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

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

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

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

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

Yeah.

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

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

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

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

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

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

Analyze everything?

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

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

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

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

Mhmm.

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

Yeah.

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

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

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

Okay.

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

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

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

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

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

I’ll show you.

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

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

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

This is the sweet spot. Yeah.

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

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

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

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

Oh, that’s cool.

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

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

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

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

So who cares?

Bingo.

Yes. Right.

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

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

Yeah.

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

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

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

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

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

Okay. Right.

Yeah.

Like know.

Though? Yeah.

O one preview is a good one as well.

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

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

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

Can I ask you a question, though?

Yeah.

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

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

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

So with the cam Sorry. Pardon me?

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

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

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

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

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

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

Right. Right?

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

Right?

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

So So You got it.

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

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

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

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

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

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

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

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

Yes. Yeah. In-depth.

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

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

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

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

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

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

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

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

Okay.

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

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

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

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

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

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

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

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

Well, I don’t know.

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

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

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

Mhmm. Oh, cool.

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

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

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

Twenty seven.

The paperback?

Nice.

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

It’s separate with That’s nice.

Yeah.

But Brian Kurtz is a legend there in study.

Brian Kurtz is the one with that course?

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

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

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

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

This does make money. It does work.

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

You showed us? Yeah.

Okay. Okay.

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

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

Right?

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

To watching the video.

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

Yep. Sounds good.

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

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

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

No. No.

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

I lot quicker.

Oh, and lot quicker.

Right? A lot.

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

It’s it’s Yeah.

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

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

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

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

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

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

Here you go.

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

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

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

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

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

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

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

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

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

Yeah.

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

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

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

Right. Make sense? Yes.

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

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

Alright.

Have fun.

Worksheet

 

Worksheet

 

 

Transcript

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

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

Can you see the screen? Yep. Okay.

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

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

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

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

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

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

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

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

Do you have a swipe file do that you use?

I use a lot of swipe files.

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

No. I don’t, unfortunately.

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

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

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

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

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

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

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

Goes through all that stuff like crazy.

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

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

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

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

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

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

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

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

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

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

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

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

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

Mhmm. Okay? Does that that make sense?

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

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

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

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

Bingo.

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

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

Real quick. Yeah.

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

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

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

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

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

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

No. I get it.

Okay.

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

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

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

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

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

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

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

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

Any questions?

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

Are you I’m gonna show you that.

Alright. Trick.

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

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

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

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

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

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

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

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

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

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

So I talk about prospect.

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

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

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

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

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

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

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

Yeah. Yeah. Absolutely.

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

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

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

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

Right.

That’s important.

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

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

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

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

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

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

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

You got the formula.

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

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

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

Okay?

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

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

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

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

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

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

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

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

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

Or It has reviewed attachments in the past.

Yeah. Depends.

I don’t know.

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

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

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

Okay.

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

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

Let’s, do do do open this up.

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

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

And it but it should give a pretty good output.

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

So it went through this.

It started to to Oh, I get it.

Yeah.

I see what it did.

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

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

So pop that in.

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

Bam. You got it. You got it.

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

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

I love the final part. It’s so fun.

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

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

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

You’ve got all the different Exactly.

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

You got it.

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

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

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

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

Here you go.

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

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

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

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

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

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

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

Newspaper ad.

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

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

Right?

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

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

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

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

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

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

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

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

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

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

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

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

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

But Does that even have to be perfect?

Landing page, the ad, everything. Everything.

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

Right? So here you go.

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

Dude, that’s awesome.

Yeah.

Done all that in Five minutes.

Twenty minutes.

Whatever it is.

Yeah.

Whatever it is.

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

Right? So here’s another layout.

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

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

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

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

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

Upload it.

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

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

Oh, here it is. There you go.

K.

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

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

This just sets up testing versions.

It sets up whatever you want it to be.

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

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

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

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

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

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

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

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

Right here.

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

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

Right? Let’s open this up.

Blueprint.

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

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

Right?

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

So yeah.

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

It does.

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

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

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

Mhmm.

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

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

This is the final polished. Thirty thousand.

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

Yeah. That that that’s a good ROI.

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

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

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

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

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

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

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

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

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

It is. Yeah.

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

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

So that’s the pros here.

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

Like, it could be Yeah.

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

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

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

It could.

Are could.

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

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

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

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

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

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

I love you.

Yes. Only you are gonna have access to it.

That’s so much fun.

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

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

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

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

Will it analyze also what doesn’t work?

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

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

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

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

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

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

So Nice.

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

Different data sources.

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

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

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

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

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

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

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

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

That’ll that may Yeah.

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

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

So Yeah.

How does that work?

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

There we go. You see my screen?

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

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

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

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

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

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

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

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

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

Yeah. Exactly.

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

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

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

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

Yeah.

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

And so that, you know, that Of course.

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

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

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

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

Right? Versus the doing.

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

And Systemize it.

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

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

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

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

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

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

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

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

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

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

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

Why would you?

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

How transparent are you with the the clients?

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

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

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

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

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

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

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

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

Right?

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

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

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

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

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

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

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

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

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

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

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

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

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

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

But if the offer is shit Test it.

You gotta test it. Right?

That’s that’s you the other problem.

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

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

Right? Just testing it and see what sticks.

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

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

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

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

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

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

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

Very cool.

Any questions?

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

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

You guys joining a lot? Ugh.

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

Did it really?

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

I just now clicked it and yeah.

Oh, okay.

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

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

Time zone a?

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

The whole thing’s recorded. Right?

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

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

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

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

Right.

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

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

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

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

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

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

I’m not showing my screen. No.

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

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

Yeah.

The calendar I gotta jump on.

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

I looked at my calendar.

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

Here. Let me go on. Let me talk.

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

I have, is this Yeah.

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

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

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

Yeah.

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

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

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

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

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

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

Yeah.

So your swipe file now is this.

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

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

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

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

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

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

AI now knows what’s to work with, and it’s gonna give me that spit draft and wireframe.

So you can put together, like we went through a whole campaign in less than twenty, thirty minutes.

And then we talked about also so here you go. And the beauty of it is you’re using you’re using data, data, data, framework, framework, frameworks. Mhmm. It’s exactly what conversion copywriting is. But you’re using AI to streamline it. Okay? Mhmm.

Then we went into this stuff works.

We this is a little literal example of a client, that we used. This is, like, here’s the local SEO thing. From this, we the data created the site map. This is a thirty thousand dollar project.

Okay.

Completely outsourced to my team. The goal was to drive organic traffic. Our dataset was keyword data from SEMrush, Google Search Console. Then we used frameworks and formulas, the system I just taught.

Here’s an example of your demographic data. We wanted to know, okay, which, which age and city were generating the most revenue. So we pulled this from the CRM. We used that to generate it.

So that’s incorporating different the point is it’s creating your it’s not just about using surveys. You can also use other data points to create your your avatars, right, to come up with your ideal?

Yeah.

By pulling the data from the stack.

Yeah. That’s the mindset. And the but the biggest mindset, shift is your swipe file. Make sure that anything you do make sure your swipe file is not the is just the winning like, find winning ads, but then use this prompt to break it down so you really understand why it was a winning ad because this is gold.

Okay? Will that work for, like, the advertorial? Like, if I break down the advertorial, will this same prompt work for that, or do I need a different one?

Yes.

Okay.

Hundred percent. So take and and that’s a great example for you. So find winning advertorials in any space that are great. Find, like, conversion or really smart people have done this and use AI to break it down.

It’ll give you the exact formula.

Then And I’ll just put it in a Google Doc.

Exactly. You got it. So this and do that for all your assets. Because if you’re you’re using this system, you’re using this system here, it’s, when you get into the system and you’re now bookmark this or create a custom GPT, whatever you want to do, but literally just keep on feeding this.

Okay. You know what? We need to do a landing page. Great. Insert the formula. And it will remember it, and it’s always gonna be written off your one reader, which is based off of your messaging.

So it’s a top down approach. Right? And then you can get into the fun stuff where it’s not like it’s in I’ll give an example here where it’s, process We go to the bottom, and we type write a two hundred email for, product aware stage. Right?

And here’s the thing. So we’re targeting different ad types by so you get your message match, your stages awareness, all that good stuff. Right? And you can direct AI to do that.

And now that it knows all all that from the top to bottom, it’s gonna write a perfect ad. Right? Everything is aligned.

Okay.

And get it out quickly, test this stuff. The last cycle is the your testing, your control, your split testing.

But this is the process in a nutshell.

Okay? There you go.

Okay.

And it’s spot on. The the one thing you may, in your case, Koda, because I know you’re we’re dealing with data, is look at, the process.

Essentially, I I break down, how it works. Right? Like, how your the different types of, what do we got here? This is the no.

How how it reviews the sediment, how to how it categorizes. I talk about, the analysis, how tagging responses and stuff. I do talk about that. In your case, try AI first.

Try this prompt.

If not, there’s there’s different tools that you can use on it. One of them is monkey survey or monkey learn or something that is trained on to do this specifically.

But, essentially, all it does is it it reviews the data, and then it assigns scores.

So it looks for common themes like time management, too busy, and it’ll assign a score. So in this case, it’s as simple as problem, time management, six out of ten. Guess what you need to focus on for the problem? That’s it.

Right? So here’s here’s I talked about this here. So the problem is six out of ten respondents mention mention time management’s struggles. Guess what you’re gonna focus on?

Time management chaos.

Desired result was eight out of ten people wanted it to save ten plus hours. Guess what?

The result’s gonna be There you go.

It’s as simple as that. And then the avatar the the the missing piece, the most important part on this, especially if you’re using a custom tool, like SurveyMonkey, that’s trained on this sediment analysis. So you can just copy and paste, and it’s very good at putting it together. If you’re gonna use AI as it currently stands, the trick is to make sure that your survey, the questions that you ask are directly aligned to your avatar.

Okay. Yeah. Because it’s yeah.

It’s all You see you see the It’s like coding when you have to have things matching exactly.

You got it. And here’s this is the avatar. So this is, like, your prospect.

These are the criteria. These are your triple a, your demographics.

I I walked through how to get those. Your ideal prospect, who they’re not. Right? AI, you’re you’re gonna train it on that.

You’re focused on the problem, which we just went over. Right? So everything is drawn down to your point of difference. You know, hey, why should I choose you?

Proof, you know, claims that that proof is hype. There you go. It’s gonna give you this stuff. And then the offers, these are these are based off of the the funnel, top middle, to top, bottom middle, all that stuff.

Right? So you have your the different the different types, and it’s gonna give you that. But more importantly, it’s it’s aligned like I did to the interview questions. Okay?

So that that’s a big one if you’re gonna use AI, and you’ll find that it’s really good once you create those patterns at really helping you, figure out your messaging. Okay?

Yeah.

I I get, like, surveying the audience and then mapping, like, the specific questions of what they’re saying. What if your client gives you, like, abandoned cart surveys, though? And that’s not, like, you know, already organized for how we wanna input things. What would you do with that data?

There that’s a good and that’s where you may wanna look at SurveyMonkey. So SurveyMonkey is very good.

So we did that here. So the in the real estate example that I that I gave, we didn’t have a lot of information. We had information about the the client, and then we had their search console data plus keyword data, and we used that. So you have different datasets.

It’s not always gonna be a survey. Mhmm. But it’s to get you know, what do you use with the data to get the output that you want? So in this case, the output for us was the organic visits, so there’s certain data I needed to achieve that.

If you’re getting into in in your case that you’re talking about, then you wanna look at SurveyMonkey. It’s good at that.

I it’s I think it’s, like, one ninety nine. There’s cheaper versions right now. It’s a hundred bucks. But you can just literally paste everything in, and it’s gonna it’s gonna review it’s gonna, do the settlement analysis for you. Yeah. Yeah.

Analyze everything?

Yeah. And and I and it’s gonna do it, like this is what this is how it works, basically. It’s gonna review the data. It’s gonna look for themes, and it’s gonna assign a score.

Okay? And then the output, it’ll assign a score that say, okay, six out of ten people say this is the problem. Guess what? Okay.

SurveyMonkey will do all this is what you’re saying.

Yeah. Exactly. Exactly. I I use a if you don’t wanna use SurveyMonkey and you wanna go AI, it’s better to have the survey match your avatar.

Mhmm.

That’s that’s the the core takeaway on it for now anyways. Check different language models.

Yeah.

Here’s an example output, where we had there’s a prompt, and then we we used, we we had it extract negative sentiment from, like, Trustpilot for major competitors because we wanted to know how to beat them. Right? And then we extracted exact phrases and then the link to it. And this is gonna help us with our messaging hierarchy.

So there’s different ways that you can do this. Mhmm. But it’s it’s to use that creative thinking. Right?

The the out of the box thinking to get this kind of output that you need and then connecting the pieces. Right? This is pure data driven. Starts with the survey, messaging, all the way down, and then use the proven framework and formulas from your swipe file to create the assets quickly.

Okay.

Right? Because you can do a whole email sequence. You can do a whole in the thing in the the the training session, I mapped a whole website.

Here’s the here’s the local SEO theme right here, and that’s based off of, this right here. Because because my swipe file is not just examples, it’s broken down by frameworks and formulas that it needs to follow AI itself.

You said, AI can do all of this first if we put that in there to, like, tell us, you know Exactly.

And that and that’s the process that I’m that that I’m teaching you because then then it’s pure data driven. Right? It starts with you see it from top to bottom. And then the beauty of it is, like I said, create a custom GPT.

Once you get it, you’re you’re happy to the point, save this, and moving forward, hey. You need a Facebook ad? There you go. Type in a face it’s as simple as, like, let’s do let’s do this.

I’ll show you.

I do have a question about the difference between a custom GPT and just using a project. Because with projects, you can upload the files as well. Right? Like, you would if you’re training the GPT. Do you see any, I guess, any what’s the difference between just using a product a project with all the files versus creating a custom GPT with all the files?

Try try different custom GPTs will use I think they use four o. So, I don’t. Like, you you can if you wanna do that. If you wanna like, with with the one client, the real estate client, we do they did create a custom GPT because they they just kept on feeding it data, and we’re expanding into beyond the site.

In this case, I would just I would just keep this and save this. You could save this per client. You know, once you’re happy with it, you have the data, like, for you, whatever tool you use. But once you have this analysis, the AI this is this is the ticket.

This is the sweet spot. Yeah.

And in my Chat two BT, for the projects, I have one for each one of my clients where I put all their data and everything into that. You know, that way if I go and ask it something, it will be able to pull from that knowledge base. Just creating a little it’s like creating a little folder for each client.

Do you have the sediment analysis, though? Did you break this did you do this?

No. No. I haven’t done that yet. But what I’m just saying is, like, I could still I I could still create, like, projects instead of a custom GPT for each client, and then it just has all the knowledge for that specific client.

Right? Hundred percent. And you could link to it. You could create I would save this this thread, and then I would just link. You can integrate Google Docs directly to it now. There’s a new feature.

Oh, that’s cool.

Yeah. And so that’s what I would do. And then it’s just your everything is based off of one reader, and you can test this stuff really quickly. And don’t be scared of you’re gonna hear arguments, hey, different thoughts on this.

But if this doesn’t pass in an AI detector, who cares? Yeah. I I real this is this did not pass AI detector. This is thirty thousand dollar project.

Who cares? Right? Yeah. Focus on results. Data if if it’s making money, who cares? And and educate the clients on that.

Get them, you know On board with the fact that what you’re really hiring us for anyway is to make you money.

So who cares?

Bingo.

Yes. Right.

For now, at least You don’t have to share.

You don’t have to let them know that you did an entire campaign in less than an hour.

Yeah.

You don’t you don’t they don’t need to know that. Right. Because but at the same time, the you this this is direct response. This is conversion copywriting.

This is this is exactly what you’re supposed to do. Right? It’s using voice of customer proven frameworks and formulas. You’re you’re you’re doing messaging stages of awareness.

This is it in a nutshell. You’re just using AI to leverage the efficiency of it. Right?

Yeah. Okay. Is there a reason why you’re using o three?

No. Try different models. I find o three is better, at, analyzing the data.

Okay. Right.

Yeah.

Like know.

Though? Yeah.

O one preview is a good one as well.

The is a good one. It’s it’s just it’s I find it takes a long time. There’s different try different models too. Right? You don’t have to skip to ChatGPT.

Well, yeah, I use Claude too. Claude is really good for writing, I feel. And then I I don’t know. ChatGPT, it’s good for, like, ideas.

And then Claude, it just does better with writing. Like, the writing that it produces to me is more grounded or something. I don’t know. It’s better.

Can I ask you a question, though?

Yeah.

Okay. So if this if this right here so let’s let’s talk about writing. Okay? So if this if this right here is following this template, which is a proven local SEO template to rank, and it’s this is voice of customer directly from the survey targeted towards a one reader Then it doesn’t matter.

You need Claude? Doesn’t matter. It doesn’t and the the writing is, like, what is what is conversion copywriting? To me, personally, it just means that you’re just overlaying VOC to proven copywriting formulas.

That’s it. Like, there there’s nothing else to it. Right? Like, to to me, that disagree, that’s what it boils down to.

So with the cam Sorry. Pardon me?

I was just gonna ask you if you tried Claude to to do data analysis and if you’ve found that No.

I haven’t. It’s a it’s, it may it’s a does Claude, I thought I I hear, like, Claude is more creative, like you’re saying. Right? If you if you wanna argue creative.

I don’t know if it’s more creative necessarily, but I feel like when it writes the words that I want, it’s more it’s it’s less fluffy words. It’s less you know, it talks more how a person would talk versus how ChatGPT will write copy, in my opinion. But in Cloud, you can also do projects. You can upload the knowledge base. You can upload, all that stuff as well.

Try it. Let me yeah. I’m interested to see, like, how yeah. Yeah. Try this is you can use different different mod.

The the it’s the bottom line is, like, the process. Right? Don’t spend a lot of time on this stuff. Get it out quickly.

Test it. You, like, you can spend all the time in the world on perfect messaging and thinking that you nailed it, and it’s a crappy campaign, and it bombs.

Right. Right?

The the point of conversion copywriting direct response is to come up with the control and beat the control Exactly. Built into the process.

Right?

Yeah. You have to have a lot you have to have volume. Other because, I mean, otherwise yeah. It just takes forever.

So So You got it.

And I would put this this process works. I make money from this. This is this is not, like, fluff stuff. I did a, an invasion campaign that’s making a lot of money.

Like, this it works. It’s pure. It’s data driven. Hey. You could argue, well, AI wrote it.

Who cares? Like, you know, you and I talked about this. You base results off of revenue. Right?

It it’s profit. Did you make money from it?

And that’s all that matters. Right? So Right. Have fun with it. I think this is this is in line for your process as well.

And once you watch this, you’re you’re gonna have an moment where it’s really gonna fit in. An example is the book I shared. You it sounds like you read it already.

Yeah. I have that in my Kindle. Yeah. Absolutely.

So that build that into that’s what this process is. And your messaging hierarchy is gonna be around the stages of awareness, and then he gives really great examples of that. Right?

Yes. Yeah. In-depth.

You got it. That’s that’s, that’s all I did too.

Nice. Okay. Cool. So I know we’re, like, at an hour and a half though. But I was curious. Will you send us the Google Doc that you have here so we can look through it?

Oh, yeah. I’m gonna send everything. I’m gonna send the, the doc, the the the prompts.

I’ll send everything over for you. Yeah. Just give me two hours.

Red. I think that would be cool to study too just to make sure that what I’m putting in is increasing that.

Of course. Absolutely. And and give me feedback on it as well, like test different, and and just to reiterate as well, for in your case, if you don’t have because I know the client didn’t send everything in a perfect survey. You didn’t have all that data.

Right. Then use the tool. That is specific. And that’ll that’ll give you the same output as far as, like, sediment analysis, what to focus on for problems, outcomes, all that stuff.

Right? And then you just and then use that to create your avatar.

Okay.

Okay? And the avatar could be different. Like, my I focus on, like, pain point. Everyone should focus on pain points, but I focus on point of difference.

And then the other point is I’ll share it. We didn’t get into it, but if you wanna go a layer deeper, there’s a second survey that I have that focuses for the client where that talks about the unique mechanism, and that’s relevant for you because you’re in the direct to consumer space.

Yeah. I have to explain, I know, like, the unique mechanism and everything that I write. Otherwise, people are gonna be like, oh, I’ve already saw this.

Exactly. And I’ll I’ll share the survey for that. So you can apply that to here, and I’ll I’ll share that with you that you get that from the client.

And then you’ll overlay that with your your your avatar.

And then now you have two layers of messaging that you can use for assets moving forward.

Yeah. That’s awesome. Okay. Cool. Yep. Sounds good. Great.

Have fun with this. Any any questions that I can answer?

Well, I don’t know.

What’s the book that you recommended to Cody, Shane?

Oh, Yeah. It’s right here. It’s a amazing book, by the way. It’s, it’s great leads.

It’s, I think you get it from AWI. So it it breaks down, Eugene Schwartz’s stages of awareness amazingly. But more importantly, it it it associates lead type for each stage of awareness, which is a gangbuster. And that also gives you the formula to use, the the copywriting formula for each, lead type.

Mhmm. Oh, cool.

Okay. It’s really I didn’t quite understand stages of awareness until I really until I read this book, and I was like, got you. Yeah.

It does help. I think breakthrough advertising was pretty eye opening for me as well, though.

Oh, that’s a good one. Yeah. Yeah. Yeah. That’s a good one. I said there’s a course that, I got the book, actually.

Twenty seven.

The paperback?

Nice.

Yeah. No. I know. I got the I got the book, and I got the, there’s a a course as well that that you may it’s breakthrough advertising mastery. So it’s a Wow. Yeah.

It’s separate with That’s nice.

Yeah.

But Brian Kurtz is a legend there in study.

Brian Kurtz is the one with that course?

Oh, yeah. He’s he’s, like, he’s good to he’s good to study. Okay.

But yeah. So any any questions on this? It’s more like just emphasizing the the process, the mindset. You’re gonna have different datasets.

But to leverage AI to really to to leverage that automation, and like I said, the argument is creativity. Who cares? To me, if you’re using proven framework, formulas, and voice of customer Mhmm. Where’s the creativity?

And you’re using to me, it doesn’t make sense. But, anyways, people argue differently. That’s my take on it.

This does make money. It does work.

That Google Doc that you have that you were training us all on, is that pretty much everything that you need right there in order to do everything that Yep.

You showed us? Yeah.

Okay. Okay.

Cool. It’s the in the prompt you can play with the prompts. Like, try different language models and but the prompts are there. And then like I said, I walked through this.

I actually do it live in the, in the video as well. It just how the prompts work together, but, you know, have fun with it, customize it. But that’s that’s the process in a nutshell. Like I said, with you, it’s a stage of awareness that’s gonna you’re gonna get the most value for your messaging.

Right?

Yeah. Absolutely. Cool. So yeah. Alright. Yeah. I’ll watch the training. I’m sure. It’ll be great.

To watching the video.

Awesome. Any and any questions, don’t, don’t hesitate to, to ask. Okay?

Yep. Sounds good.

And remember the swipe file. Your swipe file is not just examples of winning. You’re gonna it’s to break down the why. Why was it a winning ad?

And and to figure out the formulas that the ad is using because that is the that’s the ticket for the last stage. Step four is to create your assets. Right? So Yeah.

I’ve I’ve actually broke down a lot of copy manually. You know? What are they doing here?

No. No.

You’re gonna use this prompt, and it’ll yeah.

I lot quicker.

Oh, and lot quicker.

Right? A lot.

Lot quicker. And it it was trained off of so how it broke that down, it was trained off the datasets from AWI, all the winning campaigns. So they went in and made notes on why they were winning campaigns. So the prompt was trained off that dataset to come up with this. So it works.

It’s it’s Yeah.

And, I think it’s important to, I think, say that, like, what you’re looking at an ad and you’re breaking that down, that’s just for an ad. Right? Like, that’s not not like, you need to have specifics. So advertorials, ads, sales page. You can’t just use yeah. Exactly. Okay.

And you’re gonna you’re because you have a really good system, and now you have some key metrics, which is your secret. You know you know how to prove results, right, and how one was a needle. And now layer in this, and you you’re that’s the ticket. Right?

You’re gonna it’s kinda And then you just what you have it set up where you have, like, an agent or something doing all this for you?

Like, you just or is that how you’re doing it? You just, like, put something once an action has been taken, like, you have the split draft, then AI does the stuff for you, or are you manually doing this?

AI does it. Like, I in the video, I I literally so in we start with the the survey. We go down the avatar all the way to the messaging, and then we we literally create a in the video, we create a website, a newspaper ad, all of this stuff. And at that point, it’s I delegated to the team. Right? So the the example I gave you for the the real estate site, I didn’t do that. My team did, but they they use the same system.

And then it’s just a matter of, for producing it quickly. Clients will say, I need this. I need an I need an email. Okay.

Here you go.

Here’s here’s a template. Pop it in. There you go. Done. How can you argue with that?

It’s based off of your one reader that is based off of data. Like, that’s Right. That’s that’s conversion copywriting. And you’re writing it off the stages of awareness.

You’re saying, I need an ad, which is I need a problem aware ad or solution aware, product aware. And because you’ve you your messaging hierarchy is by the stages of awareness, there you go. So you’re you’re getting into you know, you see you see the connection?

Curious now. Yeah. I do see the connection, but now I’m wondering because, you know, message matching is really important. So if you write an ad to an advertorial, you need to make sure that that the message matches.

And if you just tell AI, well, I didn’t need a problem awareness ad, then it won’t necessarily connect with the advertorial, I guess, unless you put the advertorial in there as well. Right?

And say I mean, you know, putting them both together.

Yeah. But but you’re not just putting in remember, you’re not you’re putting you’re not just saying write an ad and write the advertorial. You’re saying Right. Write the ad and you’re giving it the formula to use for and you’re letting AI know, okay, this is the stage of awareness.

Here, you’re letting you need message match. It’ll figure that out. Mhmm. Because you’ve already you’ve already finalized the messaging earlier based off the stages of awareness, which is based off your avatar, which is based off the survey.

So that’s how it connects it. And AI is very good at connecting those dots. Right?

Yeah.

As long as you prompt it correctly from the get go, and then it’ll pull that information.

And your outputs are not write this email. Your outputs are are formulas based from your swipe file of winning campaigns that you like.

Come on. Okay. Like, that’s a win like, who how can you argue with that? Yeah. It works. Right?

Right. Make sense? Yes.

Yeah. Test I’d be interested to see. Like, test it out. Let me know how it

Okay. And, and any questions, let me know. Okay?

Alright.

Have fun.

How to Use AI to Turn Your OKRs into Daily Tasks

How to Use AI to Turn Your OKRs into Daily Tasks

Transcript

Okay.

So what we’re gonna talk about today, I’m gonna share my screen, and then I’ll go through it, is I just wanna get an idea on how everybody is planning their their year if you’ve created, like, a three year vision or a strategic plan just to get an idea from everyone sort of their their train of thought and how they’re tackling that.

You wanna start? Did anyone wanna start?

I’ll I’ll go ahead.

Yeah. Sure.

So I’ve just been following along the workbook for the most part, and I would say the place where I have the most detail is at the just, like, cute first quarter of twenty twenty five. Okay. It’s where I have a decent amount of detail.

And twenty twenty five itself has, you know, some numbers that I’d like to hit and that kind of thing. But Okay. The only place where I have it fleshed out to, like, here are the things things I’m act actively gonna work on, here’s what I’m not gonna work on is for q one. Okay. Yeah. Coming up.

So you’ve broken down, like, you what metrics are you using?

So I’ve just started to so I have, kind of goals for each of the I think, like, in the workbook it had, here’s my biggest goal for twenty twenty five Yeah. Or for q one. So I have that and which is, like, to sign a new client at a certain monthly, retainer rate.

Okay.

And then there are things like under building authority.

I have, like, certain content things that I’m planning to do. I’ve only just started to apply numbers to them and kind of make them, like, objectives and key results, because I know that’s what we’re I think that’s what we’re doing today. So Okay. I do have some metrics, but they’re kind of they’re a little bit arbitrary at the moment.

Okay. So you’re using you’re using OKRs then? Are you doing, like, quarterly planning?

I would say, like yeah. Like, I’ve done one quarter of OKRs, basically, how far I’ve gotten with that.

Okay. Anyone else care to share sort of their their their thought process and where they’re they’re headed. I just wanna get an idea on, because everyone approach approaches strategic planning differently. Some people do yearly, quarterly, and some people use OKRs, some people don’t.

I’m gonna share the strategy that I use today, which is kinda like a it’s an agile approach. It’s more waterfall. It’s emphasis on your your three year target and then quarterly planning and taking a more agile approach. Does anyone wanna share their approach that they’re taking?

I’ll go.

Sure.

Mine is less exciting because my full first quarter, and I talked about this with Tina. She really wanted me to, like, pull it back and just have it be about visibility and just, like, setting up my foundation. Because for the past years, I would just work with the same clients over and over, and I disappeared from the Internet. So especially with the new, SO offer, the new standardized offer, we’re just, like, setting up LinkedIn, optimizing the bio, setting up Instagram Okay. And just starting to, like, post so that when I start pitching or talking about the standardized offer with anyone, they, like, know, oh, you are actually associated with this thing this service that you offer. So Right. And so yeah.

So I’ve just been kind of trying to overhaul my calendar Sure.

In terms of, like, okay. We’re gonna work on this, you know, these times, like, throughout the week. So that’s kind of been it so far.

Okay. And we’ll cover that today. The approach that I use, I’m a pen and paper guy. Like, I’ve tried I’d share them with, like, the remarkable, all those, like, electric notebooks, yada yada.

I’m pen and paper. So, ideally, I just I take a strategic plan, then I I break it down into twelve weeks, and I’ll show you the process I use. And then I just print it and then assign days. Because if you go into quarterly planning, you’ll you’ll notice it’s twelve weeks. So it’s you take your initiatives and you can chunk your initiatives over twelve weeks. It just simplifies it a bit, and then use the line days of the week. Cody, how about yourself?

Mine’s similar to Caitlin’s in the fact that, like, I’m just trying to figure out, like, how to balance everything that I’m trying to do, I guess. So it’s like, you know, being visible, creating content, that’s time consuming, but then also doing the prospecting and, growing my authority, writing a book, and trying to get on podcast stuff like that. So I’m just trying to balance, how much time to put, you know, in each category.

Okay. Got you. And what are you using for metrics, like, to measure success? And and this is is anyone, using a profit and loss statement?

Is anyone using any type of accounting software like Xero?

No. No?

I’m using basic OKRs as well. I’m just filling out this worksheet, basically. Yeah.

Are you tracking, like, your cost of goods, your operational expenses, your net margin, gross margin, anything? Not in detail. That today. Yeah. Are you at that level, like, tracking it?

No. Not in detail. Basically, I’m just you know, it’s it’s very basic, I would say.

Okay. Yeah. And, Stacy, like, I imagine yourself, like, you use probably the p and l. I know you’ve got a lot of experience in that in running businesses, and that’s kinda, like, where I’m headed.

You I imagine you use, like, Xero or something or the accounting software.

Jeez.

Stacy, are you there, or are you muted?

Oh, there you go.

Trying to unmute, and it wouldn’t let me.

Sorry.

Like, why is it not unmuting me?

I, I do not use Xero. I I use accounting software, but, no, not Xero. And I do use P and Ls. And, what was your other question? Was there another question? No.

I just I just I just wanna do twelve week, I do twelve week year.

Yo. Brian, what’s his, what’s his last name? Brian Moran, I think it is? Yeah. Yeah.

Okay. Sim similar approach then. And, are you more data driven as far as, like, key metrics?

Gosh.

Sorry. There I don’t know why I had to click, click, like, five times to unmute.

I am not more data driven.

Okay.

I am more, I am more feeling driven.

Feeling driven? Got you. Yes. There’s nothing wrong with that.

More vision driven.

I’ll share, my screen, and I’m gonna sort of highlight the process.

Let me know if everyone can see.

Right now, you should see strategic plan two thousand twenty five.

Yep. Looks good.

Okay. Perfect.

So I’ll share the process that I use, on data driven. So especially in our space, there’s a couple of certain truths or benchmarks that that are pretty much the norm or the standard.

For a three year vision for me, like, you can get into the warm and fuzzy, you know, what you wanna do, who you wanna target. I just use a customer avatar for that. This is who I wanna go after, and And then I focus on, data. So for me, a three year vision has really aligned. There’s there’s three things to focus on. There’s revenue, there’s profit, and there’s satisfaction.

And as a small business, it’s all about making money. You need to make a profit. If you don’t make a profit, you’re gonna you’re you’re not gonna do well.

There’s a couple of key metrics under these that you can you can use that are pretty much standard, and I’ll cover these in a second.

The first is gonna be your revenue, which is your current amount, and I put placeholders here for for the us to work with.

Typically, in our space, there’s three ways that you can grow your business. Okay? And and it’s really there’s the hyper growth focus. These are typically, like, VC funded. These are the the businesses where you hear, like, two hundred million revenue in seven years.

The second type is your rapid growth.

If you’re just starting out, you could you could focus on this.

Steady growth is more where I wanna lean everyone. This is your twenty six percent year over year growth rate. This is what most people in our space, should be using or most people that I work with anyways that they aim for. And then there’s there’s mature growth.

Mature growth is is you don’t wanna go there. These are legacy businesses.

They’re gonna face disruption guaranteed.

What this means if you aim for the steady growth, what what this means is you’re gonna double your business every three years. So that’s the way to look at it. Okay?

A quick breakdown on that is double in three years is twenty six percent year over year growth starting with your current revenue. And if you break that down in the quarters, that’s typically what you’re looking at per quarter. So in our space, it’s a good metric to start with.

Just take your your current revenue amount, whatever it is, and then go ahead and do the calculation. I’m gonna show you how to do that with AI in a second, and then just aim that for your three year target or your three three year vision. Okay? So in this case, it’s a current revenue of two hundred and fifty thousand, Twenty six percent year over year growth rate, that means a three year target is five hundred thousand dollars, double in three years. K? Now the the next two important metrics to look at, these are vital for your business. Okay?

Gross margin. So your gross margin is, how much it costs you to deliver that service. You need to know these numbers.

An example would be, let’s say that you do you create a landing page and then you hire a designer to design that landing page. You sell a landing page for a thousand. You pay the designer a hundred. That means it costs you a hundred dollars to deliver that service. Okay?

You wanna aim for a healthy business. Again, in our space, these are the standards.

Sixty five percent gross margin. So every service or product that you sell, you need to hit sixty five percent gross margin minimum. Okay? And the reason I say that is because your net profit after your taxes, your rent, all that other stuff is gonna land around twenty five percent.

So if you just go into it, there’s a lot of math in this, but I don’t I don’t pay attention to that. I focus on simple.

Anything I do, sixty five percent gross margin, I know in the end, if I control my expenses, I’m gonna come around around twenty five percent, net profit. Okay? So just remember those two metrics.

Then I focus on client satisfaction. I I focus on employee satisfaction, then I focus on, client NPS, and then the, the the c’s, whatever that s where I pronounce it wrong. But you send this immediately after your projects, and then this is you measure quarterly, and then you measure this with your core your your quarterly as well. Okay? I aim for eighty percent for all of them. So this is my three year vision the way I look at it. It’s based off revenue, profit, and satisfaction.

And if I nail those, there’s a good chance that I’m gonna I’m gonna achieve my vision. Okay? So these are the benchmarks.

Now what I do from that is I go on to quarterly planning.

Okay? So now I know my three year target is five hundred thousand, twenty six percent year over year growth. What I do is I take that and I calculate it, and I’ll show you how to use it with AI. And I know in year one, to achieve my three year target, I need to generate three hundred and fifty thousand.

Okay? Then I take that amount, and this is the the formula you’re using, and I break it down for each quarter.

Okay. So in q one, I need to generate seventy two thousand, q two, seventy six thousand, q three, eighty thousand, q four, eighty five thousand. And if you add these up, it’s gonna total this.

And then you do the same thing for year two, and then you do the same thing for year three. Okay? Now we get into initiatives. Now initiatives, what you’re you’re aligning is every initiative that you you launch is now tied to revenue, and that’s important.

Because if you’re not making money, what’s the point? Right? So now you look at okay. In q one, here’s our target.

Here’s our goal. We need to make seventy two thousand.

And to to know if you’re reaching your your, your goal is as simple as just looking at the P and L report. You just literally link to it. You’re on track or you’re off track. Then you decide, okay. What initiative do we need to do?

In this case, we are our initiative or one of them this year is to launch a local SEO, so we’re creating a GMB profile. You’re just putting the literally GMB profile. That’s it. So now you have your three year vision. You have your one year goal, and then you have your quarterly planning, and everything is linked to your ideal vision. Then what you do is you take that initiative, and then you break it down over twelve weeks.

Okay? So this is local SEO, and then you you chunk it. You take all the tasks, and then you decide I’m gonna do this on week one, week two, week three, all the week twelve. And then you take that plan. You have week one, and then you just start breaking it down into your daily plan, and then you just print this.

Okay. So it’s a waterfall. It’s like a top to bottom approach, but every initiative you take, and this is important, is aligned to your three year vision. So everything is is laser focused. It’s data driven, and you’re not going after, you know, you know, this should I do this? Should I do that? Now initiatives, the way I do it, as well, and everyone does it differently, is I take a data driven approach to initiatives as well.

Here is what I mean by that.

I wanna show you.

Okay.

I use the customer journey. So if I’m sitting there and I’m thinking, okay. You know what? We have q one initiative here.

We need to generate in q one. Our revenue goal is seventy two thousand.

You know, what can we what initiatives should I launch in q one to achieve or help achieve that? Now you should aim between three to five initiatives. That’s the general rule per quarter.

And I what I do is I look at the numbers. So here’s a customer journey. Okay? If you break down a customer journey, you’re gonna notice that there’s key metrics under each path. Okay? So I would look at this and say, okay. Am I getting enough traffic?

Is my is my customer avatar done? Yeah. Okay. I know who I’m targeting. Am I getting enough traffic?

Yeah. I’m getting enough traffic, and I’m looking at analytics at the time. Then I’m looking at leads and saying, you know what? We’re getting traffic, but we’re not generating as many leads as I want.

Okay. You know what? I think what I’m gonna do is I wanna increase the lead conversion rate, so I’m gonna create a lead magnet. And then what I would do is because I’m looking at now I know, okay.

It’s it’s aligned to the customer journey, then that would be the initiative that I would create under q one. You say everything’s connected.

Then I would rinse and repeat. Now I got enough leads. It’s coming in. I go back to my customer journey, and and what’s the next point? Nurture.

Okay? So now it’s like, you know what? We’re converting as well. We’re not converting. Maybe I wanna do some split testing.

Nurture Kate let’s let’s put a nurture sequence. Now that nurture sequence is gonna be what? It’s gonna be the next initiatives. Okay?

Now this is if you look at each stage in the customer journey, there’s specific metrics that move the needle, a lot. One is lifetime value. Okay? You know that when you’re upselling, no matter what you’re upselling, it doesn’t matter what it is.

The the the metric you’re looking to move is lifetime value. Okay? For your lead conversion rate, it’s as simple as lead conversion rate, the percentage of leads. So just keep this in mind.

Identify those key metrics under the customer journey that that you have. Map out your own customer journey. This is the one that we use.

Find those key metrics and then use this to kinda, like, help you decide what initiatives that you’re gonna launch. Okay? Does that make sense?

Okay?

So now that we know the initiatives, we have our initiatives clear. We’re gonna break them down over the twelve weeks, and then we’re gonna break them down into daily as well. We’re gonna use AI to help us sort of figure this out. Alright? This is the same approach to and I’ll talk about OKRs as well. And some of you use may use OKRs, and that’s okay. The one thing I wanna talk about is if you do use OKRs, make sure your key results are data driven.

Okay? A lot of people make that mistake. Okay? They will put initiatives as the key results.

That’s not the correct way to do it. Okay? You’ll have your objective, which is like your your, hey. Let’s go to the moon.

It it’s very, like, visionary, you know, hey. Let’s all let’s all aim towards this. And then your key results are the specific metrics that you’re gonna use to help you make sure that you’re on track, and then you’ll go another layer, and that’s where you put your initiatives.

Okay?

That that’s important as well. The only other thing I would suggest for your your strategic plan is to have a critical number. Does anyone here have a critical number for their business that they’re focused on at all? Does anyone is everyone familiar with a critical number is by chance?

Okay. So critical number is, it this came from Facebook.

Mark Zuckerberg. So when he when they first launched, he walked in and he put on a whiteboard, and he put number of active users.

And then he put, like, three million or whatever that number is. So the point was it was that one metric that everyone in Facebook could get behind.

Okay? And for them, it was active members. In my case, it would be if I’m in the client work, it would be number of active clients. And that’s a cumulative number that you can just put up on a wall, and then every month you’re updating it.

It. And, ideally, it should go increase month over month. And it just, like, everyone can get behind it. It’s a simple number to to work with.

If you’re selling courses, if you’re if you’re, you know, you’re doing masterminds, it’s a number of active students.

It is as simple as that. So that’s something else to look at if you wanted to get, if you wanted to add another layer to it. But let’s start with, mapping out the strategic plan, and then I’ll show you how to update the amounts as well that you can use yourself. So the first thing is we’re gonna go under here is we’re gonna copy the actual plan itself, and there’s a new feature. Is anyone using the Canvas feature for AI?

No? It’s a lot of fun, actually. It’s not it’s a little it can be a little wonky, but, it’s definitely something to to to fool around with. So just go ahead, and I’ll give you guys the the prompts afterwards. This is the original template for the strategic plan. This is based off of a current revenue on two hundred and fifty thousand. The calculations are embedded into this, so you can just copy and paste as is.

Click enter, and then AI is gonna create a strategic plan for you based off that number. Okay? So that’s the first step.

Just let it build it out.

Okay.

Next step is, everything I just told you Remember, we’re aiming for twenty six percent year over year. Okay? We’re aiming for sixty five percent gross margin. So if you look at this, this is five hundred k.

Sixty five percent gross margin, that means I’m gonna make three hundred twenty five thousand. My net profit is twenty five percent of that, so this is gonna be what I take home. This is after taxes, all that other stuff. Okay?

Now all you need to do is take this prompt, copy it, paste it in, and use your current revenue. Okay? So let’s just say and I’ll use for simplicity a hundred thousand. It should be much more than a hundred thousand.

But let’s say I wanted to put a current revenue of a hundred thousand.

Just change that to a hundred thousand, and it’s gonna update the strategic plan for you. It’s gonna update you through your target. It’s gonna update your yearly goals, and then it’s gonna update your quarterly, revenue targets as well. So let’s change that number.

Hit enter.

It’s gonna go through, and it’s gonna update based off those metrics.

Now what it’s done is it’s it’s broken it down for me. So in year one, okay, based off of my three year vision, it’s gonna be two hundred thousand dollars. In year one, I need to generate a hundred and twenty six thousand.

Oh, didn’t tag. Give me a second here.

Sometimes this is why it’s a bit wonky, this one. You have to be, careful.

So if you take the quarterly plan, if you notice that this is what I need to generate in q one, this one I need to generate in q two, q three, q four, and then does the same for each year, and it breaks it down. So now you’re you’re you’re focused on data. You’re focused on revenue.

Then it creates the templates. Now the next step is, adjust this as you want. Look at your profit and loss. If you’re using Google Sheet. Whatever it is, just go ahead and update that current amount to what you made last year. So this is gonna be what you made in two thousand and twenty four, yearly yearly revenue. Okay?

Just change that, and it’s gonna do all calculations for you. The next step is you wanna take your initiatives. Okay? What initiatives am I gonna work on? You can copy and paste this prompt. What this does is it it just I broke down this because we did we do local SEO as a productized service, so we have a a standard checklist that we use to go through. Okay?

You can do this beforehand. You can just take the initiative, whether it’s gonna be create a lead magnet, launch a course, update your LinkedIn profile, launch a book. Whatever it is, you can have AI break it down for you. But the next step is literally just you’re gonna copy this. So this is telling the prompt, update my strategic plan, add local SEO to initiative one for q one, and then there’s specific steps I wanted to follow. Let me get rid of this.

And then it’s gonna take all of these tasks, and I get it’s gonna break it down over twelve weeks for me. So just copy this.

So it’s having local SEO the initiative here.

Now it’s breaking it down for me logically into different tasks I need to perform each week, and then it’s telling me my daily plan. So at this point right now, literally, all I do is I just take this and you can print it, or you take this and you can print this as well. It’s as simple as that. You can add more initiatives if you want.

You can tell AI because you have, thirty six initiatives. Just start at one quarter at a time and do the same thing.

And then if you as you complete it, just cross it off and update it. There’s different ways that you can save. I print it out. That’s all I do for simplicity.

Some people use Asana. If you use Asana, this is what it’s gonna look like.

Same thing. Here’s your three year vision. Here’s your quarterly plan. Here’s your q one tasks. And then you’re just assigning yourself, and you’re labeling them as off track or on track.

The beauty of it is if you if you use Asana and this is your q one goal, the seventy two thousand, just link to the p and l report, whatever you’re using, and that’s gonna tell you if you’re on track or not. Don’t overcomplicate it. It’s like, if my goal is that this is gonna tell me might just look at your current revenue for that quarter. If you’re on track, great. If you’re off track, it doesn’t matter, and then adjust it accordingly. Okay?

Then it’s as simple as just this is what’s due for the week, and then just work from my tasks. And then just say, okay. This is what’s due this week and just move it under today. It’s as simple as that, and then just just print this. That’s what I don’t use this. Like I said, I just print it, but that’s an option for you if you really wanted to.

I haven’t tested it. Claude, you can do the same thing. We can we can go through, Claude and test it. Does anyone have any questions so far on this?

I have a question. Sure.

If our if current revenue is a lot lower than where we want it to be, Do you recommend using more aggressive, growth targets?

No. Because in the that’s okay. So that’s the point is you wanna you’re looking at is everyone says, okay. Where do I start? What do I aim for? Right? And you have to be realistic.

If you if you grow too fast, and I see this all the time, operationally, you’re you’re in a lot of trouble. I’ve seen businesses tank because of that. So a good benchmark, like, realistic strategic growth in our space is twenty six percent year over year. Okay?

You will double where you’re at in in in three years. Just aim for that. It’s if you get more, that’s great, but that’s a realistic number to aim for. That’s what I would do.

Okay. And do you have any suggestions on so one of my issues this year was, I was okay with, like, where revenue was, but profit was fairly low, spent a lot this year.

Does that Which which profit, gross margin or net profit?

There is a difference because you can control the the reason I’m saying that, have you are you measuring at that level?

I’m not measuring at that level.

Yeah. I was using Bench, which no longer exists as of three days ago. So, I have nothing in the way of accounting as of, the twenty seventh. So, no. I’m not. And it’s it’s I think the spending’s kind of all across the board. It’s all it’s some of it is spent on, projects, like, subcontractors to help with client work, but some of it is more operational.

Some of it’s training stuff like this, so it’s kind of all over the place.

We’ll start with that then. You know, your your subcontractors are gonna be your gross margin. Right? Uh-huh. That that’s a simple calculation.

And then your training, your rent, your phone bill, your Internet, that’s all gonna be operational. That’s your net. Right?

Mhmm.

That that’s why I say to focus on these two metrics. You you can control both of them.

And it just it’s eliminating some expenses.

It’s, saving on taxes. There’s so many things that you can do. Hire a good accountant. Like, I hired a great accountant, and in one year, I saved, like, fifteen k.

So just as long as you’re you know these metrics, then you know if you’re not near them, like, twenty two to twenty five percent is the average, but you need to maintain these two metrics to be to to have a healthy

business. There’s more math behind it, like, how much you should be charging. Like, we work with we have web developers on our team. I know the hourly rate per developer, and then I take that that rate, and then I add sixty five percent.

And that’s what I bill out as. Because I know I need to maintain that sixty five percent gross just to come in at twenty five percent. Yep. Most times it’s over.

But as long as you know these metrics, then you can start answering those questions. Like, what expenses can I cut?

You know, do I need to raise my prices? That’s an option for you as well. Right? Yep. But that’s why these are vital. These these are probably the most important. This is the most important.

This is at your service level. The your gross margin is, ideally, you’ll want it for every product and service you sell. You need to know your gross margin. Okay. And then your net profit is at your business overall.

Okay?

As a freelancer, copywriter, marketer, entrepreneur, you’re gonna have different ventures. So we have different ventures. We have WordPress.

I have a knowledge business. I have coaching.

I have an agency, and each one has its own gross margin. Like, our agency is not at sixty five percent.

Our agency is at forty seven percent, but our knowledge business is eighty four percent. So overall, as a as a business, I get around that sixty five percent gross margin for everything. Right? But the twenty five percent net, I maintain across all of the the businesses that we have go into that funnel, so to speak.

So as long as I maintain that balance, I don’t I don’t measure out each initiatives as much as I should, but I don’t really need to. Because as a whole, I just look at this p and l report, and I know, okay. I’m on am I on track. Right?

Hey. Am I you know, what am I at? Okay. Our gross profit was sixty nine sixty nine percent this month.

I’m happy. Maybe the knowledge business was only twenty four. It doesn’t matter because I know I’m I’m hitting my goals.

Yep. Makes sense.

Makes sense? Yep. Use a use Xero that’s super friendly or just use an Excel sheet. It doesn’t don’t or it’s it’s not overcomplicated.

Just sit down, print out your credit card, go through all the expenses. You you have a business card, and just Yeah. Highlight them and categorize them. This is net.

You know, this is a direct. This is operational. Right?

Yep. Cool. Cool? Yep. Back to zero for me. Yep.

Oh, you used zero before?

I used zero, and then I switched over to Bench, which kinda off off of my plate and Okay.

And all that. But then they shut down unexpectedly and have kept all of their document all of my documents. Oh, wow. Blocked access to all of them.

But, anyway Yeah.

We use Xero and don’t like, you can complicate it quite a bit, but I just use Xero and just to just figure out your expenses, highlight it, and you’re good to go.

And then cut cut cut cut cut cut. Like, I’m pretty vicious with with cutting expenses. I cancel my credit card, like, every three months just because you you get all these wonky charges on it. Right? But everything is just to just to be cautious. Cool.

And then, of course, the the other metrics is when you’re working your initiatives, just make sure to, to use the customer journey as a guide. Right? That’s gonna tell you where to focus on and what you should be focusing on. That’s the way I do it anyways.

Awesome. Makes a lot of sense.

Okay. Any, any other questions on the the process?

I have a question. Sure.

One thing you just said, because I’m similar. Like, I have students in a course and a membership, and then I have copywriting clients and then the stuff that we’re the service this, CRO service we’re creating here is gonna be, like, brand new starting from zero.

CRM service?

Or the conversion rate optimization stuff.

The Oh, probably. Kinda teaches us, yeah, this to create, like, a standardized offer and this new thing.

But so it feels like there are, like, three buckets. Buckets. Mhmm. So you said you’re kind of similar with the agency and everything. Would you create a strategic plan for each of those things, like, separately?

Yes. So Okay. I’ll show you exactly what okay. So you have I shoulda shared it.

I can’t share my screen. So you have your your you’re an entrepreneur. Okay? And at a very high level, you’re gonna have, like, your ideal vision where you see the organization going, and then you’re gonna have your core values.

And then underneath that, you’re gonna take the the I wouldn’t even call those like, those are departments. Those are different ventures, especially if you’re an entrepreneur you’re gonna have. In my case, like I said, it’s WordPress, the knowledge business, client work through the agency.

Each one will have its own strategic plan. Yes. Hundred percent.

And each one but the metrics to use for each one, will this be your gross margin or your your net profit.

That’s right. And do you have, like, your because I have a bookkeeper who gives me PNLs, but, like, everything’s all together. Do you ask your bookkeeper to kinda pull the gross profit margin, net profit, separately per venture?

Or is that something you kinda, like, look at your p and l and then have to, like, map it yourself?

So I, I’d I bookmark them. I wanna open it up and show you. So I’d I tracked them individually, but I’m starting to realize I don’t need to, to be honest. So I just look at my main p and l and, show bookmark parts.

Where are we here?

I wanna show bookmark manager show. Here it is. Okay. So I have here you can see the top?

Yeah.

Okay. So here I have like, I do break them down, individually. So you can see, like, we have everything from, like, WordPress revenue, one idea agency. There’s there’s different breakdowns that I do.

Each of these is is a P and L report. But to be honest, now all I do is I have one P and L, and I just use these key metrics that I just showed you, and I look at these overall. Because this this like, when you pull your profit and loss and you can you can sort by date range, this is this is gonna take all of your initiatives and all and everything, and it’s gonna combine everything, and then you’ll know if you’re off track. And some initiatives will be higher or lower, but you’re still an entrepreneur.

Overall, your business, is it healthy? And if your business overall is generating sixty five percent gross margin, twenty five percent net, you’re making money.

Good money. Right? That’s that’s what I do just to simplify it. So pick you know, if you want really granular detail, yeah, go ahead. I’m getting away from that. I find the older I get, I simplify things. I find it doesn’t it it’s over it overcomplicates it.

Okay. Yeah. That was helpful. Thank you.

Yeah. Are you using a tool, like, Xero or anything, you said?

She uses QuickBooks.

Oh, QuickBooks is good. Yeah. It’s fine.

So you you outsource that then, right, to Oh, yeah.

Yeah. That’s made my life so much better.

Yeah. It’s, yeah. It’s okay. No. It’s good.

Any other questions that I can answer?

No. Does this help with the the planning, that everyone’s doing as well? Is there any, as far as, like, mapping out your initiatives as well?

Is anyone doing it at that level where you’re you’re figuring out what you’re gonna do over twelve weeks?

Twelve weeks. Yeah.

Okay.

Not further yet. I’m I am like Andrew. I also have to think in quarters. Beyond that, it gets vague.

Okay.

Like, you think in quarters as far as, like so I did the three year vision stuff, you know, and then we worked backwards.

Okay. What does that mean has to happen in twenty twenty five? And then working backwards, what does that mean has to happen q one, q two, etcetera? But, like, the clearest steps and initiatives are in q one, and then there are some that maybe I tabled for q two.

And then, yeah, I almost, like, have to see what happens in q one, q two, I think, before deciding initiatives further than that.

Don’t don’t go okay. So I wouldn’t personally, I wouldn’t plan q two. Like, they I I do planning quarterly planning.

So I don’t, I know what a revenue I know overall what I wanna hit for revenue targets, but they may q two revenues target may change, be less or more depending on what I hit in q one. Mhmm. But I’m always that that’s it’s agile. Right?

Like, we don’t do yearly planning at all. Like, we sit down. We have a three year vision. Then every quarter, we get together, and we decide, okay.

Here’s here’s the targets. We’re on track, off track. Here’s the initiatives based off of, like, the the journey on what we need to do to hit that target. I don’t care about q two, q three, q four until it comes.

I don’t think so. I don’t know if that helps.

Yeah. I like that. That works much better for me. Yeah.

That’s most businesses do it that way. Like, you can go through your some people go through your vision, yearly goals, OKRs, like your quarter. I don’t I I I don’t understand that. Every time I’ve sat down and done a yearly goal, I never it’s too far ahead. I can’t think like that.

Mhmm. Where here, you’re agile. You’re reactive. Right? You can you can switch gears pretty quickly.

Because it’s only ninety day projects. Right? That that’s essentially what it is.

Yeah.

But make sure your revenue like, the only thing that matters don’t let anyone else tell you different. Okay? The only thing that matters in your business is your profit. That’s it. There’s nothing else matters. Nothing.

Right? If you’re not profitable and you’d be surprised on you know, if you’re hitting at, like, twenty, thirty percent gross margin and people do their numbers, they’re like, oh my gosh. Like, I didn’t realize that. If you’re, like, ten, fifteen percent, you’re you’re toast.

So just keep that in mind, and then just think of the if anything that you get from this today, think of those metrics hundred percent, and then just make sure you’re always twenty six percent. That’s predictable, steady, double every three years growth.

Okay? Makes sense?

Yeah. Actually, Shane, sorry. One more question.

Sure.

Okay. With the what’s the difference between so you’ve got gross profit and then gross margin. Can you explain the difference between those two things?

Well, your gross your gross profit and your gross margin, right, it’s the same. So you’re sixty this is saying your gross margin. Okay. It’s based off of this. Right? So two hundred thousand.

Right? The gross margin on that sixty five percent equals a hundred and thirty thousand.

So to say it just this is the dollar amount. This is the percentage.

Okay.

The same thing. Like, you could go another way to look at it is you’re gonna go gross. The this is what your p and l will say.

It’ll say gross margin percentage, and then it’ll say gross margin dollar. That’s all that it same thing. Is this is just your this is the percentage, and this is the total of that percentage, which is a hundred and thirty thousand. It’s just a shortcut way to say it.

Does that make sense?

Yeah.

Yeah. That’s all it is. Just monitor this, and I just look at the percentage, and then and that’s gonna tell you. But your p and l, when you pull it up, your p and l is gonna have both.

So here’s your gross profit. This is the amount, and this is the percentage.

And it’s always based off of your your total revenue. Right? Because people get confused. Like, revenue is not is is a good thing, but but, you know, I see it all the time.

People are you know, you’re making a hundred k in revenue, but your expenses are ninety thousand, and you’re looking after salary your salary, etcetera. You’re in you’re in the negative. Right? And make sure you’re paying yourself too.

Right? Your operational expenses, this is your salary.

Is is anyone here incorporated? Are you guys incorporated at all?

No? Yeah. If if you’re over a hundred k, a year, incorporate hundred percent. You’re gonna save a lot of taxes. And then what you’ll do is you’ll you’ll incorporate, and then you’ll pay yourself a salary through the corporation.

There’s other perks to that. Is is everyone from Canada here as well?

No? Okay. There’s other perks to that. So you can take any, any of this profit here. Because, remember, this is net profit. So this is after paying myself a salary, and all the operational expenses. You take this and you invest it in stocks through the corporation.

So you never have money sitting in the bank. You’re always investing it at or in a six point five percent return.

And then what you do is you take those dividends and you reinvest it. So you’re always making money through the corporation.

In Canada, they just it’s called capital gains. In Canada, they they clamp down on this. This is how doctors retire.

Anyone who doesn’t have a pension, that’s what they do. They incorporate. They take the money through it, and they invest, and that’s their pension.

It’s just it’s at a lower tax rate as well. So that’s something to consider. You you should be incorporating if you’re over a hundred k. You’re wasting a lot of money if you’re not.

Okay?

Is anyone, can I ask why no one no one corporate has anyone, have a bookkeeper or an accountant that they they talk to about this stuff?

Or Yeah.

I have a I have a tax adviser and everything. I have I have some corporations for different companies, but Yeah. My my consulting practice is is not incorporated and and hasn’t been for, you know, decades. And but I do have an individual four zero one k that I use for, investing.

Yeah. The best thing I had was to to meet with a financial adviser and then just, and then a good a good accountant will help you with your tax strategy. Because remember, your your goal is to save money. Right?

You gotta pay taxes, but you wanna pay as little taxes as you possibly can. And and there’s legally you can do it. It’s just you have to sit down and and being strategic, like, paying your you know, as you’re at a lower tax, but I think we’re, like what are we? Twenty five percent right now for the corporation versus, like, sixty percent that I’d have to pay if I didn’t.

So it’s something to, to consider.

So I’m not incorporated, but I’m an LLC.

I don’t know if that means Are you paying yourself a salary? Or No.

I think if I were to take s corp status, I might have to do that. But, I mean, I pay myself, like, it it’s like owner’s draws.

Yeah.

And so LLC is a viable option for small companies in the if if you’re in the US.

You know?

Yeah. Maybe it it’s probably a bit different in the US here. It’s like you’re you’re a sole proprietor versus corporation.

And then there’s different levels, like your provincial versus federal. So it’s, yeah, it’s a bit different. But, yeah, definitely talk to the, to the accountant on that.

Any other questions I can, I can answer on this?

Anyone that need help, or does anyone have any questions about their individual plan, how how they should plan it out?

Can I ask, Shane, can I ask you kind of, like, a bigger picture question, I guess? So something that I’ve noticed from, attending these trainings with you is that, like, in a lot of cases so if we think of, like, there being a, if we think of a spectrum where on one side, we’re offering, like, let’s say, like, a highly productized service that has very, very rigid, processes that are kind of easy to outsource to people and still make a healthy margin on it. And then then on the other side of the spectrum, we have, like, really custom work that’s, like, very, very difficult to delegate.

I find that I I have some sort of major block that keeps me all the way on that latter side of things where, like, I’m very much tie like, very much feeling like this would be really hard for me to outsource. If I was gonna outsource it, I’d have to give it to someone who’s, like, very expensive and really good.

And I don’t know if that’s, like, I don’t know if that’s a personal thing or if it has to do with, like, what I’ve been doing, the companies that I work with. Like, there’s just there’s very little in what I’m doing that feels like it could be easily outsourced. And I guess I’m just wondering if you have I know this is a little bit off topic, but I’m just looking at this and thinking about, like, you know, gross margin and thinking about, like, how how much my business doesn’t look like a real business in a lot of ways.

And I see this as potentially one of the blocks, like, gross margin. When I do outsource to people or subcontract, I find it very hard to hit that number because I’m usually hiring people who I trust to do really good work.

So I don’t know if there’s anything that you can offer in the way of, like, mindset shift in in terms of I I don’t know if this is just me issue or if other people are having similar Well, define define good let’s start with define good work.

What does good work mean to you?

Yeah. So I guess I think I have probably a lot of thoughts around that around, I guess, doing so I work mostly with, like, b to b SaaS companies, and I would say that there is a lot of scrutiny, not just on, you know, is this gonna perform better, and is this gonna work better, but also, are we going to like it? Am I gonna be able to sell it across the organization?

Am I gonna be able to deal with all of the different kind of stakeholders that they have, who have different opinions in in managing those?

So I don’t know. I guess I guess there’s, it feels like I’m I I don’t know. I guess I have there are a lot of different stakeholders to to get through is Yeah.

But there’s only there’s only one you you kinda answered the question, like, define good work.

Right.

You can’t.

It’s it’s You can’t. Yeah. It’s money. Right? Like, define good work. If it makes money, do you care?

That’s that’s like Right.

Like, I’m saying this because I’ll show you, like, I I outsource a one point two million dollar business to a twenty four year old, with, like, two years marketing experience.

Mhmm.

Right? And it’s not. It is a mind shift you need to make. Hundred percent.

Hundred and ten percent. Because if you want this to grow, like, you need to be working on the business not in it. Yes. Like, that that’s so critical.

Right? You need to be setting up the systems and then delegating those systems. And what I mean by a system is a checklist. It’s as simple as that.

Mhmm.

Right? And everything you do, there there’s a method give you an example, is something as simple as I used to send invoices out. This is way back when. And I just recorded myself sending the invoices, and then I delegated it to my VA. Here’s a recording. Here’s what to do. Done.

It’s as simple as that. Right? Like, take everything you do in the day and record yourself doing it, and then save those videos. That’s the first step to systemizing your business.

As simple as that. Right? When you create a landing page, when you do an, write an email, anything you do is just a step by step checklist. You just need to document that checklist and and send it out.

So that’s what we do. I’m gonna have to blur some of this after. So this is like we use Trello for some of this stuff.

Mhmm.

I’m not involved in any of this. I don’t I don’t even know what they’re doing. This is Vowel.

Yeah.

Right?

This this is for the design agency.

This is all the the checklist and how to do it.

Right? So this is systemized process that took us years to do, but then the only thing that I care about in this side of the business is, guess what? We talked about it. Gross margin, net profit. So I monitor these metrics at a very high level, and then we use these metrics as far as our, these as our weekly, commitments or weekly, scorecard.

Because these all of these metrics here, these are called leading indicators. So there’s a difference between a lagging indicator is like your end product. Mhmm. So it’s like a a hundred, let’s say, Simplicity, a hundred dollars.

K? To get to that hundred dollars, you need to create visits. You need to generate leads. So each of those is a metric that leads up to the lag.

So that’s when they say leading versus lagging, that’s that’s what they mean by it. So I track these weekly because I know if I hit certain benchmarks, I’m gonna achieve my goal of revenue. Right? And we track these weekly.

So I track these weekly with with my team. And then at quarterly, I look at the high levels, and then I outsource and delegate everything else, like Yep. All of this stuff. So, yeah, is it it is a is it a mind shift?

Yeah. Hundred percent.

Yeah. Like Yeah. Yeah.

What is the what is the what do you think the because I know you’re talented, man. Like, I’ve seen your stuff.

Like, what is it what is the mind shift that you’re Yeah.

No. I thank you for saying that. I appreciate that.

Yeah. I don’t know. I think that I have a tendency to overcomplicate and to there may be some perfectionistic tendencies on here. So, like, when I think about making a landing page, I’m like, well, it’s it’s not a checklist.

Like, you could have a checklist that helps you, but, you know, I’m very like, if they’re, you know Do you want do you wanna do it together right now?

Yeah. Yeah. This is a list for so let’s say you’re on my team.

Yeah.

Okay. Hey, Andrew. I need I need you to design a landing page. K? Here’s the definition of done.

We’re gonna call specific schedule spend. Uh-huh. A landing page. It needs to be this color.

It needs to have this copy. I’m getting specific in what I want. Schedule, I need it by next week. Spend, you have a hundred dollar budget five hundred dollar budget.

That’s it. Mhmm. That’s a project. Okay. Just remember that. You just need the definition of done, schedule, or, specific schedule spend.

That’s it. Yeah. Nothing else.

Literally. There’s nothing else that matters that that you need to worry about. Right? And then you’re just deciding what you need to work on and go and tackle it.

Yeah. No. I appreciate that. Do you have any do you have any recommended, like, resources for helping make that? Like, I don’t know if there’s, like, a book you read or something that kinda helped you get out of that.

I don’t know if there are other It’s a it’s a mind shift, man.

Just just get uncomfortable, like, being uncomfortable. Like, you’re gonna screw up. You’re gonna make mistakes. You’re gonna you’re gonna get it wrong. I can guarantee it. Like, it just it really is just a mind shift. Like, I don’t have the answer for that, but I make mistakes every day.

Right? I’m I’m far from like, I it’s just you gotta get uncomfortable being uncomfortable, if that makes sense. Yep. Right?

And be be proud of making mistakes. I don’t care. Like, you need to make mistakes. That’s how you learn.

That’s the only way to do it. Anyone who says I don’t make mistakes is a fool. It’s as simple as that. You need to make mistakes as long as you’re learning.

That’s that’s the secret. Right? It just and that’s usually what holds people back, that perfectionism, and understanding that there’s a lot of smart people. Right?

There’s people much smarter than me, and I surround myself with them. I need to.

Right? That’s that’s that’s a secret. That’s the way I look at it anyways.

Awesome. Yeah. I appreciate that.

Yeah. So does that help?

Or Yeah.

No. It does. It does. I think that I’ve just I’ve I’ve gotten so used to running things in the kind of default way that, it’s very hard to imagine what things would be like, to run it a little bit more like an actual business, and taking myself out of client work.

So, yeah, I think I just have some stuff to push through, I guess, on my own.

Just you should be doing the work as simple as that. Right? You need to create the systems for someone else to do the work, and then calculate calculate your hourly rate. Right?

Whatever you’re paying yourself. And if you can get someone else to do it cheaper, then as far as it.

Yep.

And then just monitor. That that’s gonna go towards your gross margin. Right?

Yep. Totally.

And then create those processes. Just create a checklist, man. Just create a video. It’s as simple as that.

Don’t overcomplicate it. Record yourself doing it. Send the video. People are smart. They’ll figure it out.

They’re not the trust they’re they’ll do it. Right? Yeah. That’s the way I look at it anyway.

No. Appreciate it. Awesome. Okay.

Thanks a lot, Shane.

Any other questions?

If no one else does sorry, Shane.

I have another No.

No.

Of course. I feel like I’m, getting lost in verbiage, and I should probably know this stuff. But I pulled up my PNL, And I’m not sure if we just use different verbiage, but I’ve got my gross profit number and then my net income number.

So is my, net profit like, is that your your your gross profit is your gross profit is, like, take your services, and then your gross profit is what it cost you to to deliver that service.

Yeah.

I think that’s where I’m like, I’ve gotta figure out what that Yeah.

You’d have to set that up.

You’d have to set that up.

And then your net is, like, the usual just figure, okay, the government screw me on this. Their this the taxes, all all that stuff. Right? Your rent.

All that stuff. A lot of that stuff you can’t control. Some of it you can, but that’s your net. But you will have to set that up, though.

Don’t overcomplicate it. Just figure it out. Like, a a quick win is your your contractors. That’s gonna be towards your gross margin.

Right?

Mhmm. Okay.

Just Yeah. Just think of gross is the the you wanna only subtract the cost of actually producing the work.

Yeah.

Technically, it’s called CLS or cost of services.

Yeah.

Cost of goods or Yeah.

So I guess that would just be, like, the softwares that I use for these clients. And if my VA is helping me on the client work, like, just trying to come up with some number.

Generally, like I mean, a lot of things, like, if it’s a VA and, software subscriptions and stuff, you’d usually, you would generalize those as normal business expenses Mhmm.

And only attribute, cost of services, like, if you’re paying a contractor to do something for you to deliver that project.

Yeah.

Okay.

Your bookkeeper would be good. Like, we have the CRAs. C so CRA has a good guideline. They they categorize everything.

Your bookkeeper would have a good you know, sit down with a half hour and say, pull up your credit card and say, here’s my expenses. Can you help me categorize them?

Yeah. She she’s got them totally categorized. I think what I because what I like here is, like, you’ve given me, like, that sixty five percent, like, some very tangible number that says that I’m healthy. So I kinda, like, wanna add that to, like, what we’re doing. So I’ll have to just, like, share this with her and, like because I just wanna know what that that percentage is to make sure that we’re good.

That’s the benchmark.

Yeah. Yeah.

So she’s got so many numbers on there, but I’m, like, trying to figure out, like, how to get to the number that you’re talking about.

Now now you have a benchmark. This is what you sort of aim for, and you’ll be helpful. Yeah. You’ll you’ll take home a good profit. You may be more, but any less, you’re you’re in trouble. That’s a good sort of that’s a good number to, to hit.

K. Alright. I’ll figure that out. Thank you, Shane.

Yeah. No problem.

Any questions at all, like, message me in Slack. I’m happy to help. Andrew, hey, man. If you wanna message me as well, I can help you. Even if you, you know, you want some help planning out a project or something, it’s sometimes good to have a second person. I I’m happy to do that. Okay?

Really appreciate that. Thank you so much.

For sure, man. Okay. Thanks, everybody. Happy, happy New Year as well. Have a great New Year. Bye bye.

Transcript

Sorry. Everyone can hear me. For some reason, my video is not working, but I do apologize.

Everyone can hear me okay, though?

I can hear you.

Okay. Perfect.

Awesome.

Okay. So who’s, who’s I wasn’t sure if how many people are gonna show up today, but one, two, three.

Okay.

So what we’re gonna talk about today, I’m gonna share my screen, and then I’ll go through it, is I just wanna get an idea on how everybody is planning their their year if you’ve created, like, a three year vision or a strategic plan just to get an idea from everyone sort of their their train of thought and how they’re tackling that.

You wanna start? Did anyone wanna start?

I’ll I’ll go ahead.

Yeah. Sure.

So I’ve just been following along the workbook for the most part, and I would say the place where I have the most detail is at the just, like, cute first quarter of twenty twenty five. Okay. It’s where I have a decent amount of detail.

And twenty twenty five itself has, you know, some numbers that I’d like to hit and that kind of thing. But Okay. The only place where I have it fleshed out to, like, here are the things things I’m act actively gonna work on, here’s what I’m not gonna work on is for q one. Okay. Yeah. Coming up.

So you’ve broken down, like, you what metrics are you using?

So I’ve just started to so I have, kind of goals for each of the I think, like, in the workbook it had, here’s my biggest goal for twenty twenty five Yeah. Or for q one. So I have that and which is, like, to sign a new client at a certain monthly, retainer rate.

Okay.

And then there are things like under building authority.

I have, like, certain content things that I’m planning to do. I’ve only just started to apply numbers to them and kind of make them, like, objectives and key results, because I know that’s what we’re I think that’s what we’re doing today. So Okay. I do have some metrics, but they’re kind of they’re a little bit arbitrary at the moment.

Okay. So you’re using you’re using OKRs then? Are you doing, like, quarterly planning?

I would say, like yeah. Like, I’ve done one quarter of OKRs, basically, how far I’ve gotten with that.

Okay. Anyone else care to share sort of their their their thought process and where they’re they’re headed. I just wanna get an idea on, because everyone approach approaches strategic planning differently. Some people do yearly, quarterly, and some people use OKRs, some people don’t.

I’m gonna share the strategy that I use today, which is kinda like a it’s an agile approach. It’s more waterfall. It’s emphasis on your your three year target and then quarterly planning and taking a more agile approach. Does anyone wanna share their approach that they’re taking?

I’ll go.

Sure.

Mine is less exciting because my full first quarter, and I talked about this with Tina. She really wanted me to, like, pull it back and just have it be about visibility and just, like, setting up my foundation. Because for the past years, I would just work with the same clients over and over, and I disappeared from the Internet. So especially with the new, SO offer, the new standardized offer, we’re just, like, setting up LinkedIn, optimizing the bio, setting up Instagram Okay. And just starting to, like, post so that when I start pitching or talking about the standardized offer with anyone, they, like, know, oh, you are actually associated with this thing this service that you offer. So Right. And so yeah.

So I’ve just been kind of trying to overhaul my calendar Sure.

In terms of, like, okay. We’re gonna work on this, you know, these times, like, throughout the week. So that’s kind of been it so far.

Okay. And we’ll cover that today. The approach that I use, I’m a pen and paper guy. Like, I’ve tried I’d share them with, like, the remarkable, all those, like, electric notebooks, yada yada.

I’m pen and paper. So, ideally, I just I take a strategic plan, then I I break it down into twelve weeks, and I’ll show you the process I use. And then I just print it and then assign days. Because if you go into quarterly planning, you’ll you’ll notice it’s twelve weeks. So it’s you take your initiatives and you can chunk your initiatives over twelve weeks. It just simplifies it a bit, and then use the line days of the week. Cody, how about yourself?

Mine’s similar to Caitlin’s in the fact that, like, I’m just trying to figure out, like, how to balance everything that I’m trying to do, I guess. So it’s like, you know, being visible, creating content, that’s time consuming, but then also doing the prospecting and, growing my authority, writing a book, and trying to get on podcast stuff like that. So I’m just trying to balance, how much time to put, you know, in each category.

Okay. Got you. And what are you using for metrics, like, to measure success? And and this is is anyone, using a profit and loss statement?

Is anyone using any type of accounting software like Xero?

No. No?

I’m using basic OKRs as well. I’m just filling out this worksheet, basically. Yeah.

Are you tracking, like, your cost of goods, your operational expenses, your net margin, gross margin, anything? Not in detail. That today. Yeah. Are you at that level, like, tracking it?

No. Not in detail. Basically, I’m just you know, it’s it’s very basic, I would say.

Okay. Yeah. And, Stacy, like, I imagine yourself, like, you use probably the p and l. I know you’ve got a lot of experience in that in running businesses, and that’s kinda, like, where I’m headed.

You I imagine you use, like, Xero or something or the accounting software.

Jeez.

Stacy, are you there, or are you muted?

Oh, there you go.

Trying to unmute, and it wouldn’t let me.

Sorry.

Like, why is it not unmuting me?

I, I do not use Xero. I I use accounting software, but, no, not Xero. And I do use P and Ls. And, what was your other question? Was there another question? No.

I just I just I just wanna do twelve week, I do twelve week year.

Yo. Brian, what’s his, what’s his last name? Brian Moran, I think it is? Yeah. Yeah.

Okay. Sim similar approach then. And, are you more data driven as far as, like, key metrics?

Gosh.

Sorry. There I don’t know why I had to click, click, like, five times to unmute.

I am not more data driven.

Okay.

I am more, I am more feeling driven.

Feeling driven? Got you. Yes. There’s nothing wrong with that.

More vision driven.

I’ll share, my screen, and I’m gonna sort of highlight the process.

Let me know if everyone can see.

Right now, you should see strategic plan two thousand twenty five.

Yep. Looks good.

Okay. Perfect.

So I’ll share the process that I use, on data driven. So especially in our space, there’s a couple of certain truths or benchmarks that that are pretty much the norm or the standard.

For a three year vision for me, like, you can get into the warm and fuzzy, you know, what you wanna do, who you wanna target. I just use a customer avatar for that. This is who I wanna go after, and And then I focus on, data. So for me, a three year vision has really aligned. There’s there’s three things to focus on. There’s revenue, there’s profit, and there’s satisfaction.

And as a small business, it’s all about making money. You need to make a profit. If you don’t make a profit, you’re gonna you’re you’re not gonna do well.

There’s a couple of key metrics under these that you can you can use that are pretty much standard, and I’ll cover these in a second.

The first is gonna be your revenue, which is your current amount, and I put placeholders here for for the us to work with.

Typically, in our space, there’s three ways that you can grow your business. Okay? And and it’s really there’s the hyper growth focus. These are typically, like, VC funded. These are the the businesses where you hear, like, two hundred million revenue in seven years.

The second type is your rapid growth.

If you’re just starting out, you could you could focus on this.

Steady growth is more where I wanna lean everyone. This is your twenty six percent year over year growth rate. This is what most people in our space, should be using or most people that I work with anyways that they aim for. And then there’s there’s mature growth.

Mature growth is is you don’t wanna go there. These are legacy businesses.

They’re gonna face disruption guaranteed.

What this means if you aim for the steady growth, what what this means is you’re gonna double your business every three years. So that’s the way to look at it. Okay?

A quick breakdown on that is double in three years is twenty six percent year over year growth starting with your current revenue. And if you break that down in the quarters, that’s typically what you’re looking at per quarter. So in our space, it’s a good metric to start with.

Just take your your current revenue amount, whatever it is, and then go ahead and do the calculation. I’m gonna show you how to do that with AI in a second, and then just aim that for your three year target or your three three year vision. Okay? So in this case, it’s a current revenue of two hundred and fifty thousand, Twenty six percent year over year growth rate, that means a three year target is five hundred thousand dollars, double in three years. K? Now the the next two important metrics to look at, these are vital for your business. Okay?

Gross margin. So your gross margin is, how much it costs you to deliver that service. You need to know these numbers.

An example would be, let’s say that you do you create a landing page and then you hire a designer to design that landing page. You sell a landing page for a thousand. You pay the designer a hundred. That means it costs you a hundred dollars to deliver that service. Okay?

You wanna aim for a healthy business. Again, in our space, these are the standards.

Sixty five percent gross margin. So every service or product that you sell, you need to hit sixty five percent gross margin minimum. Okay? And the reason I say that is because your net profit after your taxes, your rent, all that other stuff is gonna land around twenty five percent.

So if you just go into it, there’s a lot of math in this, but I don’t I don’t pay attention to that. I focus on simple.

Anything I do, sixty five percent gross margin, I know in the end, if I control my expenses, I’m gonna come around around twenty five percent, net profit. Okay? So just remember those two metrics.

Then I focus on client satisfaction. I I focus on employee satisfaction, then I focus on, client NPS, and then the, the the c’s, whatever that s where I pronounce it wrong. But you send this immediately after your projects, and then this is you measure quarterly, and then you measure this with your core your your quarterly as well. Okay? I aim for eighty percent for all of them. So this is my three year vision the way I look at it. It’s based off revenue, profit, and satisfaction.

And if I nail those, there’s a good chance that I’m gonna I’m gonna achieve my vision. Okay? So these are the benchmarks.

Now what I do from that is I go on to quarterly planning.

Okay? So now I know my three year target is five hundred thousand, twenty six percent year over year growth. What I do is I take that and I calculate it, and I’ll show you how to use it with AI. And I know in year one, to achieve my three year target, I need to generate three hundred and fifty thousand.

Okay? Then I take that amount, and this is the the formula you’re using, and I break it down for each quarter.

Okay. So in q one, I need to generate seventy two thousand, q two, seventy six thousand, q three, eighty thousand, q four, eighty five thousand. And if you add these up, it’s gonna total this.

And then you do the same thing for year two, and then you do the same thing for year three. Okay? Now we get into initiatives. Now initiatives, what you’re you’re aligning is every initiative that you you launch is now tied to revenue, and that’s important.

Because if you’re not making money, what’s the point? Right? So now you look at okay. In q one, here’s our target.

Here’s our goal. We need to make seventy two thousand.

And to to know if you’re reaching your your, your goal is as simple as just looking at the P and L report. You just literally link to it. You’re on track or you’re off track. Then you decide, okay. What initiative do we need to do?

In this case, we are our initiative or one of them this year is to launch a local SEO, so we’re creating a GMB profile. You’re just putting the literally GMB profile. That’s it. So now you have your three year vision. You have your one year goal, and then you have your quarterly planning, and everything is linked to your ideal vision. Then what you do is you take that initiative, and then you break it down over twelve weeks.

Okay? So this is local SEO, and then you you chunk it. You take all the tasks, and then you decide I’m gonna do this on week one, week two, week three, all the week twelve. And then you take that plan. You have week one, and then you just start breaking it down into your daily plan, and then you just print this.

Okay. So it’s a waterfall. It’s like a top to bottom approach, but every initiative you take, and this is important, is aligned to your three year vision. So everything is is laser focused. It’s data driven, and you’re not going after, you know, you know, this should I do this? Should I do that? Now initiatives, the way I do it, as well, and everyone does it differently, is I take a data driven approach to initiatives as well.

Here is what I mean by that.

I wanna show you.

Okay.

I use the customer journey. So if I’m sitting there and I’m thinking, okay. You know what? We have q one initiative here.

We need to generate in q one. Our revenue goal is seventy two thousand.

You know, what can we what initiatives should I launch in q one to achieve or help achieve that? Now you should aim between three to five initiatives. That’s the general rule per quarter.

And I what I do is I look at the numbers. So here’s a customer journey. Okay? If you break down a customer journey, you’re gonna notice that there’s key metrics under each path. Okay? So I would look at this and say, okay. Am I getting enough traffic?

Is my is my customer avatar done? Yeah. Okay. I know who I’m targeting. Am I getting enough traffic?

Yeah. I’m getting enough traffic, and I’m looking at analytics at the time. Then I’m looking at leads and saying, you know what? We’re getting traffic, but we’re not generating as many leads as I want.

Okay. You know what? I think what I’m gonna do is I wanna increase the lead conversion rate, so I’m gonna create a lead magnet. And then what I would do is because I’m looking at now I know, okay.

It’s it’s aligned to the customer journey, then that would be the initiative that I would create under q one. You say everything’s connected.

Then I would rinse and repeat. Now I got enough leads. It’s coming in. I go back to my customer journey, and and what’s the next point? Nurture.

Okay? So now it’s like, you know what? We’re converting as well. We’re not converting. Maybe I wanna do some split testing.

Nurture Kate let’s let’s put a nurture sequence. Now that nurture sequence is gonna be what? It’s gonna be the next initiatives. Okay?

Now this is if you look at each stage in the customer journey, there’s specific metrics that move the needle, a lot. One is lifetime value. Okay? You know that when you’re upselling, no matter what you’re upselling, it doesn’t matter what it is.

The the the metric you’re looking to move is lifetime value. Okay? For your lead conversion rate, it’s as simple as lead conversion rate, the percentage of leads. So just keep this in mind.

Identify those key metrics under the customer journey that that you have. Map out your own customer journey. This is the one that we use.

Find those key metrics and then use this to kinda, like, help you decide what initiatives that you’re gonna launch. Okay? Does that make sense?

Okay?

So now that we know the initiatives, we have our initiatives clear. We’re gonna break them down over the twelve weeks, and then we’re gonna break them down into daily as well. We’re gonna use AI to help us sort of figure this out. Alright? This is the same approach to and I’ll talk about OKRs as well. And some of you use may use OKRs, and that’s okay. The one thing I wanna talk about is if you do use OKRs, make sure your key results are data driven.

Okay? A lot of people make that mistake. Okay? They will put initiatives as the key results.

That’s not the correct way to do it. Okay? You’ll have your objective, which is like your your, hey. Let’s go to the moon.

It it’s very, like, visionary, you know, hey. Let’s all let’s all aim towards this. And then your key results are the specific metrics that you’re gonna use to help you make sure that you’re on track, and then you’ll go another layer, and that’s where you put your initiatives.

Okay?

That that’s important as well. The only other thing I would suggest for your your strategic plan is to have a critical number. Does anyone here have a critical number for their business that they’re focused on at all? Does anyone is everyone familiar with a critical number is by chance?

Okay. So critical number is, it this came from Facebook.

Mark Zuckerberg. So when he when they first launched, he walked in and he put on a whiteboard, and he put number of active users.

And then he put, like, three million or whatever that number is. So the point was it was that one metric that everyone in Facebook could get behind.

Okay? And for them, it was active members. In my case, it would be if I’m in the client work, it would be number of active clients. And that’s a cumulative number that you can just put up on a wall, and then every month you’re updating it.

It. And, ideally, it should go increase month over month. And it just, like, everyone can get behind it. It’s a simple number to to work with.

If you’re selling courses, if you’re if you’re, you know, you’re doing masterminds, it’s a number of active students.

It is as simple as that. So that’s something else to look at if you wanted to get, if you wanted to add another layer to it. But let’s start with, mapping out the strategic plan, and then I’ll show you how to update the amounts as well that you can use yourself. So the first thing is we’re gonna go under here is we’re gonna copy the actual plan itself, and there’s a new feature. Is anyone using the Canvas feature for AI?

No? It’s a lot of fun, actually. It’s not it’s a little it can be a little wonky, but, it’s definitely something to to to fool around with. So just go ahead, and I’ll give you guys the the prompts afterwards. This is the original template for the strategic plan. This is based off of a current revenue on two hundred and fifty thousand. The calculations are embedded into this, so you can just copy and paste as is.

Click enter, and then AI is gonna create a strategic plan for you based off that number. Okay? So that’s the first step.

Just let it build it out.

Okay.

Next step is, everything I just told you Remember, we’re aiming for twenty six percent year over year. Okay? We’re aiming for sixty five percent gross margin. So if you look at this, this is five hundred k.

Sixty five percent gross margin, that means I’m gonna make three hundred twenty five thousand. My net profit is twenty five percent of that, so this is gonna be what I take home. This is after taxes, all that other stuff. Okay?

Now all you need to do is take this prompt, copy it, paste it in, and use your current revenue. Okay? So let’s just say and I’ll use for simplicity a hundred thousand. It should be much more than a hundred thousand.

But let’s say I wanted to put a current revenue of a hundred thousand.

Just change that to a hundred thousand, and it’s gonna update the strategic plan for you. It’s gonna update you through your target. It’s gonna update your yearly goals, and then it’s gonna update your quarterly, revenue targets as well. So let’s change that number.

Hit enter.

It’s gonna go through, and it’s gonna update based off those metrics.

Now what it’s done is it’s it’s broken it down for me. So in year one, okay, based off of my three year vision, it’s gonna be two hundred thousand dollars. In year one, I need to generate a hundred and twenty six thousand.

Oh, didn’t tag. Give me a second here.

Sometimes this is why it’s a bit wonky, this one. You have to be, careful.

So if you take the quarterly plan, if you notice that this is what I need to generate in q one, this one I need to generate in q two, q three, q four, and then does the same for each year, and it breaks it down. So now you’re you’re you’re focused on data. You’re focused on revenue.

Then it creates the templates. Now the next step is, adjust this as you want. Look at your profit and loss. If you’re using Google Sheet. Whatever it is, just go ahead and update that current amount to what you made last year. So this is gonna be what you made in two thousand and twenty four, yearly yearly revenue. Okay?

Just change that, and it’s gonna do all calculations for you. The next step is you wanna take your initiatives. Okay? What initiatives am I gonna work on? You can copy and paste this prompt. What this does is it it just I broke down this because we did we do local SEO as a productized service, so we have a a standard checklist that we use to go through. Okay?

You can do this beforehand. You can just take the initiative, whether it’s gonna be create a lead magnet, launch a course, update your LinkedIn profile, launch a book. Whatever it is, you can have AI break it down for you. But the next step is literally just you’re gonna copy this. So this is telling the prompt, update my strategic plan, add local SEO to initiative one for q one, and then there’s specific steps I wanted to follow. Let me get rid of this.

And then it’s gonna take all of these tasks, and I get it’s gonna break it down over twelve weeks for me. So just copy this.

So it’s having local SEO the initiative here.

Now it’s breaking it down for me logically into different tasks I need to perform each week, and then it’s telling me my daily plan. So at this point right now, literally, all I do is I just take this and you can print it, or you take this and you can print this as well. It’s as simple as that. You can add more initiatives if you want.

You can tell AI because you have, thirty six initiatives. Just start at one quarter at a time and do the same thing.

And then if you as you complete it, just cross it off and update it. There’s different ways that you can save. I print it out. That’s all I do for simplicity.

Some people use Asana. If you use Asana, this is what it’s gonna look like.

Same thing. Here’s your three year vision. Here’s your quarterly plan. Here’s your q one tasks. And then you’re just assigning yourself, and you’re labeling them as off track or on track.

The beauty of it is if you if you use Asana and this is your q one goal, the seventy two thousand, just link to the p and l report, whatever you’re using, and that’s gonna tell you if you’re on track or not. Don’t overcomplicate it. It’s like, if my goal is that this is gonna tell me might just look at your current revenue for that quarter. If you’re on track, great. If you’re off track, it doesn’t matter, and then adjust it accordingly. Okay?

Then it’s as simple as just this is what’s due for the week, and then just work from my tasks. And then just say, okay. This is what’s due this week and just move it under today. It’s as simple as that, and then just just print this. That’s what I don’t use this. Like I said, I just print it, but that’s an option for you if you really wanted to.

I haven’t tested it. Claude, you can do the same thing. We can we can go through, Claude and test it. Does anyone have any questions so far on this?

I have a question. Sure.

If our if current revenue is a lot lower than where we want it to be, Do you recommend using more aggressive, growth targets?

No. Because in the that’s okay. So that’s the point is you wanna you’re looking at is everyone says, okay. Where do I start? What do I aim for? Right? And you have to be realistic.

If you if you grow too fast, and I see this all the time, operationally, you’re you’re in a lot of trouble. I’ve seen businesses tank because of that. So a good benchmark, like, realistic strategic growth in our space is twenty six percent year over year. Okay?

You will double where you’re at in in in three years. Just aim for that. It’s if you get more, that’s great, but that’s a realistic number to aim for. That’s what I would do.

Okay. And do you have any suggestions on so one of my issues this year was, I was okay with, like, where revenue was, but profit was fairly low, spent a lot this year.

Does that Which which profit, gross margin or net profit?

There is a difference because you can control the the reason I’m saying that, have you are you measuring at that level?

I’m not measuring at that level.

Yeah. I was using Bench, which no longer exists as of three days ago. So, I have nothing in the way of accounting as of, the twenty seventh. So, no. I’m not. And it’s it’s I think the spending’s kind of all across the board. It’s all it’s some of it is spent on, projects, like, subcontractors to help with client work, but some of it is more operational.

Some of it’s training stuff like this, so it’s kind of all over the place.

We’ll start with that then. You know, your your subcontractors are gonna be your gross margin. Right? Uh-huh. That that’s a simple calculation.

And then your training, your rent, your phone bill, your Internet, that’s all gonna be operational. That’s your net. Right?

Mhmm.

That that’s why I say to focus on these two metrics. You you can control both of them.

And it just it’s eliminating some expenses.

It’s, saving on taxes. There’s so many things that you can do. Hire a good accountant. Like, I hired a great accountant, and in one year, I saved, like, fifteen k.

So just as long as you’re you know these metrics, then you know if you’re not near them, like, twenty two to twenty five percent is the average, but you need to maintain these two metrics to be to to have a healthy

business. There’s more math behind it, like, how much you should be charging. Like, we work with we have web developers on our team. I know the hourly rate per developer, and then I take that that rate, and then I add sixty five percent.

And that’s what I bill out as. Because I know I need to maintain that sixty five percent gross just to come in at twenty five percent. Yep. Most times it’s over.

But as long as you know these metrics, then you can start answering those questions. Like, what expenses can I cut?

You know, do I need to raise my prices? That’s an option for you as well. Right? Yep. But that’s why these are vital. These these are probably the most important. This is the most important.

This is at your service level. The your gross margin is, ideally, you’ll want it for every product and service you sell. You need to know your gross margin. Okay. And then your net profit is at your business overall.

Okay?

As a freelancer, copywriter, marketer, entrepreneur, you’re gonna have different ventures. So we have different ventures. We have WordPress.

I have a knowledge business. I have coaching.

I have an agency, and each one has its own gross margin. Like, our agency is not at sixty five percent.

Our agency is at forty seven percent, but our knowledge business is eighty four percent. So overall, as a as a business, I get around that sixty five percent gross margin for everything. Right? But the twenty five percent net, I maintain across all of the the businesses that we have go into that funnel, so to speak.

So as long as I maintain that balance, I don’t I don’t measure out each initiatives as much as I should, but I don’t really need to. Because as a whole, I just look at this p and l report, and I know, okay. I’m on am I on track. Right?

Hey. Am I you know, what am I at? Okay. Our gross profit was sixty nine sixty nine percent this month.

I’m happy. Maybe the knowledge business was only twenty four. It doesn’t matter because I know I’m I’m hitting my goals.

Yep. Makes sense.

Makes sense? Yep. Use a use Xero that’s super friendly or just use an Excel sheet. It doesn’t don’t or it’s it’s not overcomplicated.

Just sit down, print out your credit card, go through all the expenses. You you have a business card, and just Yeah. Highlight them and categorize them. This is net.

You know, this is a direct. This is operational. Right?

Yep. Cool. Cool? Yep. Back to zero for me. Yep.

Oh, you used zero before?

I used zero, and then I switched over to Bench, which kinda off off of my plate and Okay.

And all that. But then they shut down unexpectedly and have kept all of their document all of my documents. Oh, wow. Blocked access to all of them.

But, anyway Yeah.

We use Xero and don’t like, you can complicate it quite a bit, but I just use Xero and just to just figure out your expenses, highlight it, and you’re good to go.

And then cut cut cut cut cut cut. Like, I’m pretty vicious with with cutting expenses. I cancel my credit card, like, every three months just because you you get all these wonky charges on it. Right? But everything is just to just to be cautious. Cool.

And then, of course, the the other metrics is when you’re working your initiatives, just make sure to, to use the customer journey as a guide. Right? That’s gonna tell you where to focus on and what you should be focusing on. That’s the way I do it anyways.

Awesome. Makes a lot of sense.

Okay. Any, any other questions on the the process?

I have a question. Sure.

One thing you just said, because I’m similar. Like, I have students in a course and a membership, and then I have copywriting clients and then the stuff that we’re the service this, CRO service we’re creating here is gonna be, like, brand new starting from zero.

CRM service?

Or the conversion rate optimization stuff.

The Oh, probably. Kinda teaches us, yeah, this to create, like, a standardized offer and this new thing.

But so it feels like there are, like, three buckets. Buckets. Mhmm. So you said you’re kind of similar with the agency and everything. Would you create a strategic plan for each of those things, like, separately?

Yes. So Okay. I’ll show you exactly what okay. So you have I shoulda shared it.

I can’t share my screen. So you have your your you’re an entrepreneur. Okay? And at a very high level, you’re gonna have, like, your ideal vision where you see the organization going, and then you’re gonna have your core values.

And then underneath that, you’re gonna take the the I wouldn’t even call those like, those are departments. Those are different ventures, especially if you’re an entrepreneur you’re gonna have. In my case, like I said, it’s WordPress, the knowledge business, client work through the agency.

Each one will have its own strategic plan. Yes. Hundred percent.

And each one but the metrics to use for each one, will this be your gross margin or your your net profit.

That’s right. And do you have, like, your because I have a bookkeeper who gives me PNLs, but, like, everything’s all together. Do you ask your bookkeeper to kinda pull the gross profit margin, net profit, separately per venture?

Or is that something you kinda, like, look at your p and l and then have to, like, map it yourself?

So I, I’d I bookmark them. I wanna open it up and show you. So I’d I tracked them individually, but I’m starting to realize I don’t need to, to be honest. So I just look at my main p and l and, show bookmark parts.

Where are we here?

I wanna show bookmark manager show. Here it is. Okay. So I have here you can see the top?

Yeah.

Okay. So here I have like, I do break them down, individually. So you can see, like, we have everything from, like, WordPress revenue, one idea agency. There’s there’s different breakdowns that I do.

Each of these is is a P and L report. But to be honest, now all I do is I have one P and L, and I just use these key metrics that I just showed you, and I look at these overall. Because this this like, when you pull your profit and loss and you can you can sort by date range, this is this is gonna take all of your initiatives and all and everything, and it’s gonna combine everything, and then you’ll know if you’re off track. And some initiatives will be higher or lower, but you’re still an entrepreneur.

Overall, your business, is it healthy? And if your business overall is generating sixty five percent gross margin, twenty five percent net, you’re making money.

Good money. Right? That’s that’s what I do just to simplify it. So pick you know, if you want really granular detail, yeah, go ahead. I’m getting away from that. I find the older I get, I simplify things. I find it doesn’t it it’s over it overcomplicates it.

Okay. Yeah. That was helpful. Thank you.

Yeah. Are you using a tool, like, Xero or anything, you said?

She uses QuickBooks.

Oh, QuickBooks is good. Yeah. It’s fine.

So you you outsource that then, right, to Oh, yeah.

Yeah. That’s made my life so much better.

Yeah. It’s, yeah. It’s okay. No. It’s good.

Any other questions that I can answer?

No. Does this help with the the planning, that everyone’s doing as well? Is there any, as far as, like, mapping out your initiatives as well?

Is anyone doing it at that level where you’re you’re figuring out what you’re gonna do over twelve weeks?

Twelve weeks. Yeah.

Okay.

Not further yet. I’m I am like Andrew. I also have to think in quarters. Beyond that, it gets vague.

Okay.

Like, you think in quarters as far as, like so I did the three year vision stuff, you know, and then we worked backwards.

Okay. What does that mean has to happen in twenty twenty five? And then working backwards, what does that mean has to happen q one, q two, etcetera? But, like, the clearest steps and initiatives are in q one, and then there are some that maybe I tabled for q two.

And then, yeah, I almost, like, have to see what happens in q one, q two, I think, before deciding initiatives further than that.

Don’t don’t go okay. So I wouldn’t personally, I wouldn’t plan q two. Like, they I I do planning quarterly planning.

So I don’t, I know what a revenue I know overall what I wanna hit for revenue targets, but they may q two revenues target may change, be less or more depending on what I hit in q one. Mhmm. But I’m always that that’s it’s agile. Right?

Like, we don’t do yearly planning at all. Like, we sit down. We have a three year vision. Then every quarter, we get together, and we decide, okay.

Here’s here’s the targets. We’re on track, off track. Here’s the initiatives based off of, like, the the journey on what we need to do to hit that target. I don’t care about q two, q three, q four until it comes.

I don’t think so. I don’t know if that helps.

Yeah. I like that. That works much better for me. Yeah.

That’s most businesses do it that way. Like, you can go through your some people go through your vision, yearly goals, OKRs, like your quarter. I don’t I I I don’t understand that. Every time I’ve sat down and done a yearly goal, I never it’s too far ahead. I can’t think like that.

Mhmm. Where here, you’re agile. You’re reactive. Right? You can you can switch gears pretty quickly.

Because it’s only ninety day projects. Right? That that’s essentially what it is.

Yeah.

But make sure your revenue like, the only thing that matters don’t let anyone else tell you different. Okay? The only thing that matters in your business is your profit. That’s it. There’s nothing else matters. Nothing.

Right? If you’re not profitable and you’d be surprised on you know, if you’re hitting at, like, twenty, thirty percent gross margin and people do their numbers, they’re like, oh my gosh. Like, I didn’t realize that. If you’re, like, ten, fifteen percent, you’re you’re toast.

So just keep that in mind, and then just think of the if anything that you get from this today, think of those metrics hundred percent, and then just make sure you’re always twenty six percent. That’s predictable, steady, double every three years growth.

Okay? Makes sense?

Yeah. Actually, Shane, sorry. One more question.

Sure.

Okay. With the what’s the difference between so you’ve got gross profit and then gross margin. Can you explain the difference between those two things?

Well, your gross your gross profit and your gross margin, right, it’s the same. So you’re sixty this is saying your gross margin. Okay. It’s based off of this. Right? So two hundred thousand.

Right? The gross margin on that sixty five percent equals a hundred and thirty thousand.

So to say it just this is the dollar amount. This is the percentage.

Okay.

The same thing. Like, you could go another way to look at it is you’re gonna go gross. The this is what your p and l will say.

It’ll say gross margin percentage, and then it’ll say gross margin dollar. That’s all that it same thing. Is this is just your this is the percentage, and this is the total of that percentage, which is a hundred and thirty thousand. It’s just a shortcut way to say it.

Does that make sense?

Yeah.

Yeah. That’s all it is. Just monitor this, and I just look at the percentage, and then and that’s gonna tell you. But your p and l, when you pull it up, your p and l is gonna have both.

So here’s your gross profit. This is the amount, and this is the percentage.

And it’s always based off of your your total revenue. Right? Because people get confused. Like, revenue is not is is a good thing, but but, you know, I see it all the time.

People are you know, you’re making a hundred k in revenue, but your expenses are ninety thousand, and you’re looking after salary your salary, etcetera. You’re in you’re in the negative. Right? And make sure you’re paying yourself too.

Right? Your operational expenses, this is your salary.

Is is anyone here incorporated? Are you guys incorporated at all?

No? Yeah. If if you’re over a hundred k, a year, incorporate hundred percent. You’re gonna save a lot of taxes. And then what you’ll do is you’ll you’ll incorporate, and then you’ll pay yourself a salary through the corporation.

There’s other perks to that. Is is everyone from Canada here as well?

No? Okay. There’s other perks to that. So you can take any, any of this profit here. Because, remember, this is net profit. So this is after paying myself a salary, and all the operational expenses. You take this and you invest it in stocks through the corporation.

So you never have money sitting in the bank. You’re always investing it at or in a six point five percent return.

And then what you do is you take those dividends and you reinvest it. So you’re always making money through the corporation.

In Canada, they just it’s called capital gains. In Canada, they they clamp down on this. This is how doctors retire.

Anyone who doesn’t have a pension, that’s what they do. They incorporate. They take the money through it, and they invest, and that’s their pension.

It’s just it’s at a lower tax rate as well. So that’s something to consider. You you should be incorporating if you’re over a hundred k. You’re wasting a lot of money if you’re not.

Okay?

Is anyone, can I ask why no one no one corporate has anyone, have a bookkeeper or an accountant that they they talk to about this stuff?

Or Yeah.

I have a I have a tax adviser and everything. I have I have some corporations for different companies, but Yeah. My my consulting practice is is not incorporated and and hasn’t been for, you know, decades. And but I do have an individual four zero one k that I use for, investing.

Yeah. The best thing I had was to to meet with a financial adviser and then just, and then a good a good accountant will help you with your tax strategy. Because remember, your your goal is to save money. Right?

You gotta pay taxes, but you wanna pay as little taxes as you possibly can. And and there’s legally you can do it. It’s just you have to sit down and and being strategic, like, paying your you know, as you’re at a lower tax, but I think we’re, like what are we? Twenty five percent right now for the corporation versus, like, sixty percent that I’d have to pay if I didn’t.

So it’s something to, to consider.

So I’m not incorporated, but I’m an LLC.

I don’t know if that means Are you paying yourself a salary? Or No.

I think if I were to take s corp status, I might have to do that. But, I mean, I pay myself, like, it it’s like owner’s draws.

Yeah.

And so LLC is a viable option for small companies in the if if you’re in the US.

You know?

Yeah. Maybe it it’s probably a bit different in the US here. It’s like you’re you’re a sole proprietor versus corporation.

And then there’s different levels, like your provincial versus federal. So it’s, yeah, it’s a bit different. But, yeah, definitely talk to the, to the accountant on that.

Any other questions I can, I can answer on this?

Anyone that need help, or does anyone have any questions about their individual plan, how how they should plan it out?

Can I ask, Shane, can I ask you kind of, like, a bigger picture question, I guess? So something that I’ve noticed from, attending these trainings with you is that, like, in a lot of cases so if we think of, like, there being a, if we think of a spectrum where on one side, we’re offering, like, let’s say, like, a highly productized service that has very, very rigid, processes that are kind of easy to outsource to people and still make a healthy margin on it. And then then on the other side of the spectrum, we have, like, really custom work that’s, like, very, very difficult to delegate.

I find that I I have some sort of major block that keeps me all the way on that latter side of things where, like, I’m very much tie like, very much feeling like this would be really hard for me to outsource. If I was gonna outsource it, I’d have to give it to someone who’s, like, very expensive and really good.

And I don’t know if that’s, like, I don’t know if that’s a personal thing or if it has to do with, like, what I’ve been doing, the companies that I work with. Like, there’s just there’s very little in what I’m doing that feels like it could be easily outsourced. And I guess I’m just wondering if you have I know this is a little bit off topic, but I’m just looking at this and thinking about, like, you know, gross margin and thinking about, like, how how much my business doesn’t look like a real business in a lot of ways.

And I see this as potentially one of the blocks, like, gross margin. When I do outsource to people or subcontract, I find it very hard to hit that number because I’m usually hiring people who I trust to do really good work.

So I don’t know if there’s anything that you can offer in the way of, like, mindset shift in in terms of I I don’t know if this is just me issue or if other people are having similar Well, define define good let’s start with define good work.

What does good work mean to you?

Yeah. So I guess I think I have probably a lot of thoughts around that around, I guess, doing so I work mostly with, like, b to b SaaS companies, and I would say that there is a lot of scrutiny, not just on, you know, is this gonna perform better, and is this gonna work better, but also, are we going to like it? Am I gonna be able to sell it across the organization?

Am I gonna be able to deal with all of the different kind of stakeholders that they have, who have different opinions in in managing those?

So I don’t know. I guess I guess there’s, it feels like I’m I I don’t know. I guess I have there are a lot of different stakeholders to to get through is Yeah.

But there’s only there’s only one you you kinda answered the question, like, define good work.

Right.

You can’t.

It’s it’s You can’t. Yeah. It’s money. Right? Like, define good work. If it makes money, do you care?

That’s that’s like Right.

Like, I’m saying this because I’ll show you, like, I I outsource a one point two million dollar business to a twenty four year old, with, like, two years marketing experience.

Mhmm.

Right? And it’s not. It is a mind shift you need to make. Hundred percent.

Hundred and ten percent. Because if you want this to grow, like, you need to be working on the business not in it. Yes. Like, that that’s so critical.

Right? You need to be setting up the systems and then delegating those systems. And what I mean by a system is a checklist. It’s as simple as that.

Mhmm.

Right? And everything you do, there there’s a method give you an example, is something as simple as I used to send invoices out. This is way back when. And I just recorded myself sending the invoices, and then I delegated it to my VA. Here’s a recording. Here’s what to do. Done.

It’s as simple as that. Right? Like, take everything you do in the day and record yourself doing it, and then save those videos. That’s the first step to systemizing your business.

As simple as that. Right? When you create a landing page, when you do an, write an email, anything you do is just a step by step checklist. You just need to document that checklist and and send it out.

So that’s what we do. I’m gonna have to blur some of this after. So this is like we use Trello for some of this stuff.

Mhmm.

I’m not involved in any of this. I don’t I don’t even know what they’re doing. This is Vowel.

Yeah.

Right?

This this is for the design agency.

This is all the the checklist and how to do it.

Right? So this is systemized process that took us years to do, but then the only thing that I care about in this side of the business is, guess what? We talked about it. Gross margin, net profit. So I monitor these metrics at a very high level, and then we use these metrics as far as our, these as our weekly, commitments or weekly, scorecard.

Because these all of these metrics here, these are called leading indicators. So there’s a difference between a lagging indicator is like your end product. Mhmm. So it’s like a a hundred, let’s say, Simplicity, a hundred dollars.

K? To get to that hundred dollars, you need to create visits. You need to generate leads. So each of those is a metric that leads up to the lag.

So that’s when they say leading versus lagging, that’s that’s what they mean by it. So I track these weekly because I know if I hit certain benchmarks, I’m gonna achieve my goal of revenue. Right? And we track these weekly.

So I track these weekly with with my team. And then at quarterly, I look at the high levels, and then I outsource and delegate everything else, like Yep. All of this stuff. So, yeah, is it it is a is it a mind shift?

Yeah. Hundred percent.

Yeah. Like Yeah. Yeah.

What is the what is the what do you think the because I know you’re talented, man. Like, I’ve seen your stuff.

Like, what is it what is the mind shift that you’re Yeah.

No. I thank you for saying that. I appreciate that.

Yeah. I don’t know. I think that I have a tendency to overcomplicate and to there may be some perfectionistic tendencies on here. So, like, when I think about making a landing page, I’m like, well, it’s it’s not a checklist.

Like, you could have a checklist that helps you, but, you know, I’m very like, if they’re, you know Do you want do you wanna do it together right now?

Yeah. Yeah. This is a list for so let’s say you’re on my team.

Yeah.

Okay. Hey, Andrew. I need I need you to design a landing page. K? Here’s the definition of done.

We’re gonna call specific schedule spend. Uh-huh. A landing page. It needs to be this color.

It needs to have this copy. I’m getting specific in what I want. Schedule, I need it by next week. Spend, you have a hundred dollar budget five hundred dollar budget.

That’s it. Mhmm. That’s a project. Okay. Just remember that. You just need the definition of done, schedule, or, specific schedule spend.

That’s it. Yeah. Nothing else.

Literally. There’s nothing else that matters that that you need to worry about. Right? And then you’re just deciding what you need to work on and go and tackle it.

Yeah. No. I appreciate that. Do you have any do you have any recommended, like, resources for helping make that? Like, I don’t know if there’s, like, a book you read or something that kinda helped you get out of that.

I don’t know if there are other It’s a it’s a mind shift, man.

Just just get uncomfortable, like, being uncomfortable. Like, you’re gonna screw up. You’re gonna make mistakes. You’re gonna you’re gonna get it wrong. I can guarantee it. Like, it just it really is just a mind shift. Like, I don’t have the answer for that, but I make mistakes every day.

Right? I’m I’m far from like, I it’s just you gotta get uncomfortable being uncomfortable, if that makes sense. Yep. Right?

And be be proud of making mistakes. I don’t care. Like, you need to make mistakes. That’s how you learn.

That’s the only way to do it. Anyone who says I don’t make mistakes is a fool. It’s as simple as that. You need to make mistakes as long as you’re learning.

That’s that’s the secret. Right? It just and that’s usually what holds people back, that perfectionism, and understanding that there’s a lot of smart people. Right?

There’s people much smarter than me, and I surround myself with them. I need to.

Right? That’s that’s that’s a secret. That’s the way I look at it anyways.

Awesome. Yeah. I appreciate that.

Yeah. So does that help?

Or Yeah.

No. It does. It does. I think that I’ve just I’ve I’ve gotten so used to running things in the kind of default way that, it’s very hard to imagine what things would be like, to run it a little bit more like an actual business, and taking myself out of client work.

So, yeah, I think I just have some stuff to push through, I guess, on my own.

Just you should be doing the work as simple as that. Right? You need to create the systems for someone else to do the work, and then calculate calculate your hourly rate. Right?

Whatever you’re paying yourself. And if you can get someone else to do it cheaper, then as far as it.

Yep.

And then just monitor. That that’s gonna go towards your gross margin. Right?

Yep. Totally.

And then create those processes. Just create a checklist, man. Just create a video. It’s as simple as that.

Don’t overcomplicate it. Record yourself doing it. Send the video. People are smart. They’ll figure it out.

They’re not the trust they’re they’ll do it. Right? Yeah. That’s the way I look at it anyway.

No. Appreciate it. Awesome. Okay.

Thanks a lot, Shane.

Any other questions?

If no one else does sorry, Shane.

I have another No.

No.

Of course. I feel like I’m, getting lost in verbiage, and I should probably know this stuff. But I pulled up my PNL, And I’m not sure if we just use different verbiage, but I’ve got my gross profit number and then my net income number.

So is my, net profit like, is that your your your gross profit is your gross profit is, like, take your services, and then your gross profit is what it cost you to to deliver that service.

Yeah.

I think that’s where I’m like, I’ve gotta figure out what that Yeah.

You’d have to set that up.

You’d have to set that up.

And then your net is, like, the usual just figure, okay, the government screw me on this. Their this the taxes, all all that stuff. Right? Your rent.

All that stuff. A lot of that stuff you can’t control. Some of it you can, but that’s your net. But you will have to set that up, though.

Don’t overcomplicate it. Just figure it out. Like, a a quick win is your your contractors. That’s gonna be towards your gross margin.

Right?

Mhmm. Okay.

Just Yeah. Just think of gross is the the you wanna only subtract the cost of actually producing the work.

Yeah.

Technically, it’s called CLS or cost of services.

Yeah.

Cost of goods or Yeah.

So I guess that would just be, like, the softwares that I use for these clients. And if my VA is helping me on the client work, like, just trying to come up with some number.

Generally, like I mean, a lot of things, like, if it’s a VA and, software subscriptions and stuff, you’d usually, you would generalize those as normal business expenses Mhmm.

And only attribute, cost of services, like, if you’re paying a contractor to do something for you to deliver that project.

Yeah.

Okay.

Your bookkeeper would be good. Like, we have the CRAs. C so CRA has a good guideline. They they categorize everything.

Your bookkeeper would have a good you know, sit down with a half hour and say, pull up your credit card and say, here’s my expenses. Can you help me categorize them?

Yeah. She she’s got them totally categorized. I think what I because what I like here is, like, you’ve given me, like, that sixty five percent, like, some very tangible number that says that I’m healthy. So I kinda, like, wanna add that to, like, what we’re doing. So I’ll have to just, like, share this with her and, like because I just wanna know what that that percentage is to make sure that we’re good.

That’s the benchmark.

Yeah. Yeah.

So she’s got so many numbers on there, but I’m, like, trying to figure out, like, how to get to the number that you’re talking about.

Now now you have a benchmark. This is what you sort of aim for, and you’ll be helpful. Yeah. You’ll you’ll take home a good profit. You may be more, but any less, you’re you’re in trouble. That’s a good sort of that’s a good number to, to hit.

K. Alright. I’ll figure that out. Thank you, Shane.

Yeah. No problem.

Any questions at all, like, message me in Slack. I’m happy to help. Andrew, hey, man. If you wanna message me as well, I can help you. Even if you, you know, you want some help planning out a project or something, it’s sometimes good to have a second person. I I’m happy to do that. Okay?

Really appreciate that. Thank you so much.

For sure, man. Okay. Thanks, everybody. Happy, happy New Year as well. Have a great New Year. Bye bye.

AI Content Automation System: Lead Your Digital Tribe

Boost Your Instagram Game: AI-Powered Competitor Analysis

Transcript

Okay. So today, we’re gonna cover Instagram competitor analysis, and we’re gonna use the power of AI. Now I’ve included a workbook that you can use, to organize everything, And it includes the categories, which I’ll cover very shortly on how we’re gonna pull this information using AI. I suggest to start with three competitors. Now the goal is to identify three competitors and learn from them. You know, what are they doing well?

And this workbook is really gonna provide a lot of this information for you.

It’s gonna give the IG account, of course, the bio engagement rate, their niche and audience.

It’s gonna highlight, you know, why do people love them, the hashtags they use, what they’re posting, amount of followers, accounts they tag, what type of content is getting the most engagement, products and services they sell plus press, plus price, which is a a good one, Their strengths, their weaknesses, we’re gonna do a bit of a SWOT analysis on them and see if you can pick up on anything, learn what’s working, emulate that, identify their weaknesses, and and work with that as well, their USP. And then other competitors, based off that profile that AI found for you, We’ll list those as well, and you can use that to expand your research. Now here’s the prompt that we’re gonna use, and I’ll walk you through the prompt, each section and, explain it. So first, we’re gonna start with the instructions. So this is important. You are an expert in Instagram analysis.

There’s a study that I did on this, and I’m gonna share the study with you afterwards.

But, essentially, I tested three prompts. And the first prompt was analyze my LinkedIn profile. The second prompt was you are a social media, analysis, and the third one was you are an Instagram analysis, an expert. Now the Instagram analysis did win hands down.

And my theory was that it introduced bias. By by using a role, the AI, takes on that role, and it’s gonna it’s gonna, produce a more detailed and accurate output. And I’ll talk more about that later on, but we’ll start with that. You are an expert in Instagram analysis. Your task is to analyze the provided LinkedIn profile, identify the user’s niche and industry, then find a popular Instagram account with the same niche.

Ensure the Instagram account demonstrates best practices and innovative strategies.

Follow the guidelines and complete the detailed profile template below.

So the next step is we’re gonna ask AI to analyze the LinkedIn profile. I’m gonna use our friend Abby again. I’m gonna upload her profile. AI is gonna review that profile, and AI is gonna determine Abby’s, user niche and industry.

AI is also gonna look at key skills, summer summary experience, to understand the focus area.

Now once AI gets a handle on that, AI is gonna go and AI is gonna look for popular Instagram accounts in the same niche, with the goal of learning from them. You know, we’ll find an Instagram account with the same niche as determined from the LinkedIn profile, ensure the account, the account demonstrates best practices and innovative strategies. That’s important.

Now we’re gonna complete the detailed profile. We’re gonna use publicly available data, which is and I did include the sources for AI to pull this stuff from. There are as long as your your model has access to the Internet, a lot of this stuff, they can the model can pull in. So we’re gonna use publicly available sources. We’re gonna cross check the data with these sources to ensure the accuracy.

And if we’re not certain, or if we don’t have the information, we’re just gonna admit it. We don’t want AI making up stuff, so we’re we’re being very clear about that as well. So we have our profile template. It’s the one I went through before. So we’re gonna provide the Instagram handle.

We have the bio. So we’re gonna include the bio text from their Instagram, profile as well. We’re gonna provide the link in their bio. So, are they using a link tree or something? Are they do they have one link that’s that’s interesting because it’s gonna it’s gonna show you how they’re selling their products and services, engagement rate. They’re gonna look at tools like Hyper, Auditor, Influencer Hero.

Then it’s gonna verify, rates by cross checking at least two sources.

Then it’s gonna describe the primary audience and niche, provide demographic data if it’s available. It always it it sometimes isn’t.

Then, of course, it’s gonna highlight, you know, why do why do you love them? You know, why are followers attracted to this influencer?

They’re gonna look for testimonials, quotes from followers if they’re available. Then, of course, we’re gonna reference other tools for sources. Then we’re gonna look you look at hashtags.

We’re gonna look at the hashtags they frequently use. You can learn something from that as well. And we’re gonna, again, we’re gonna use publicly available sources.

What are they posting? You know, we’re gonna ask for the types of content they post, workout videos, diet tips, motivational content.

We’re gonna include information about that. Is it real? Is it a story? And then we’re gonna cross reference things just to make sure that we’re only showing the the top performing.

Then, of course, we’re gonna highlight the amount of followers, the accounts they tag.

What is getting the most engagement? This is a good one. We’re gonna we’re gonna rate this or base this on likes, comments, shares, and saves. This is the type of content they’re producing.

Here’s another good one, the products and services. We talked about that. You’ll get some ideas here. And their strengths, again, a bit of a SWOT analysis.

We’re gonna look at the strengths, their weaknesses, their USP, and then, of course, we’re gonna look at some example, competitors as well. And then you can draw more inspiration from here. Here’s the sources that we referenced.

I put the source itself, a bit of a description so AI can can use that. It helps a little bit with the output. Then I’m gonna go through the verification steps. These are the steps that I want AI to take just to make sure that the data is accurate. That’s important.

Follow-up mechanism. Again, if anything is unclear or incomplete, I just wanted to admit the information. I do not want AI to make something up. That’s important.

And, of course, here’s the template, the, competitor profile, influencer, everything we talked about before. So let’s have some fun with this prompt. Again, thank you, Abby, for letting us use your LinkedIn bio. We’re gonna go ahead, and we’re gonna save her bio to PDF.

This is what your bio looks like when you save it to PDF, and we’re gonna start with perplexity. Now here’s a cool tool. When your tool when you’re prompting and you’re working on stuff, there’s a Chrome extension you can get, and you can create a note in your sidebar. So I like to do that. It just keep my prompts here for easy access.

That should save you some time.

And I’m gonna go ahead and copy the prompt in.

Then I’m gonna attach Abby’s LinkedIn bio, and let’s see what we come up with. Now this is gonna be for GPT four.

I like perplexity because, one, it searches online, and, two, you can use different models to test the different outputs, on that as well, and we’ll do that in a second. So let’s go ahead and paste this in. I’ll close the sidebar.

Okay. So reviewing the the LinkedIn profile, looking for other popular Instagram accounts, analyzing the Instagram accounts, completing it, and here’s a, potential Instagram account that was recommended.

Helping course creators, it’s I am, Laura Lee Taylor, I think.

The, helping course creators scale to seven figures, engagement rate, niche audience, course creators, and digital entrepreneurs. That’s interesting.

Why do they love them? Followers are attracted to Laura Lee Taylor because of her expertise in funnel optimization and conversion strategies. Sound like it’s it’s a good fit. Maybe, Abby can, learn a few things, but most likely, Laura Lee can learn a few things from Abby.

So, let’s look at the hashtags they use. Course creator.

What are they posting? Okay. This is this is good stuff. You know? Educational posts on funnel strategies and conversion tips, success stories, testimonial, behind the scenes.

That’s gonna work, so they’re doing some live stuff. Motivational quotes, real stories content, daily tips, live q and a. Yeah. That’s where they’re doing the behind the scenes stuff as well, answering frequently asked questions.

Good followers.

What is getting the most engagement? So success stories and detailed case studies tend to receive the most likes. So that’s interesting. That’s something to to learn from.

And then the products she sells. So she sells an evergreen funnel strategy for fifteen hundred, a full bio build out. Oh, sorry. Full funnel build out, five k.

It’s pretty cheap.

Conversion copywriting, two k, evergreen funnel mastery course. Okay. So she has a nice product as well.

High quality actionable content, her strengths. Let’s look at her weaknesses. Limited variety and content type. She’s focused on educational and testimonial posts.

Engagement on video content is lower compared to comparison and image posts. So her unique her USP, Laura Lee stands out to her proven track record and significantly boosting conversion rates for course creators. Her personalized approach and detailed case studies provide tangible proof of her expertise.

Okay. So she’s highlighting her process. She’s using, credibility boosters and social proof to sorta, hey. My process works.

Here’s what it is. And then she’s selling the course on how to learn it. Plus, also, she’s offering, the service where she’ll do it for you. Example competitors, Amy Porterfield.

Let’s look at that. Ryan Swartz. Our friend, Ryan Swartz. Hey. There you go, buddy. So let’s, we’ll analyze you later on.

So recommended, definitely.

And, SVG business boss. Interesting.

So, you know, we’ll check out, let’s go ahead and rewrite this. So this is the GPT four model. Some really juicy stuff. You can you can copy and paste into a Google Doc.

Dig into this. You know? Learn, see what they’re using, see look for some ideas, find out what’s working, beat them on that, and then, you know, find out their weaknesses and and exploit those. So let’s get in there and check out some, GPT four. Let’s rewrite this in, Claude. Claude always gives some interesting results.

So I like to check out what, Claude has to say.

K. So, again, Claude’s going in there, checking out, her bio, analyzing, getting an idea on the type of services, be offers, picked up by Amy Porterfield. Good call.

Let’s see who we come up with.

So based on the LinkedIn bio, I’ve identified a popular. So Amy Porterfield. Interesting. Okay. Yeah.

Yeah. So we got two good, examples. She’s not as, definitely something, she’s not as niche specific possibly, as we’d want.

But definitely, you know, within this, it’s you definitely learn some stuff, from this.

She, especially hashtags, the amount of followers, what gets the most engagement. You know, what’s the type of stuff she’s posting? I’m interested in her in her products. Right? So this is her value ladder. So it starts here, two week notice, then she gets them on the list building, then she sells them on the systems at scale, and then she gets them on the digital marketing course.

Interesting. So that’s her her value ladder. We have the strengths, limited use of reels compared to the competitors. So, hey, that’s an opportunity.

And then some additional competitors that you can so Amy’s ability to simplify complex marketing strategies and her focus on practical step by step guidance. People like step by step easy, simple.

Here we go, Claude. Alright. That’s a good you know, we got two good, two good people to emulate. I would get in there and check out our buddy, Ry, and, you know, let’s see what he offers. I’d definitely add him to the list, but let’s rewrite this as well. Let’s do the ProSearch. So ProSearch is a good one as well.

ProSearch, uses I find it goes a little more in-depth sometime. So let’s check this out, see what, what it comes up with.

Now I’ll show you the different, sources. You can pull this up and see what was referenced, which is really interesting, what was referenced to get to pull this information. So it’s pretty detailed.

Here we go.

Based on the link profile, HubSpot, I wouldn’t, I wouldn’t you can always learn, but I I would go more niche within you know, I wouldn’t I wouldn’t I would say this is a this is a miss. I would say that the first one is probably the best followed by Amy.

And I wouldn’t, it’s good to look like you’re obviously gonna learn some stuff, but completely different, completely different niche.

We’re not as, not as specific.

So that’s that’s some ideas to get, or to build out your competitor, profiles. Now you can also when you go down, you can see here, the pro search. Now what’s cool is that it references a lot of the if you go to the bottom, you’re gonna see a little thing here, and you can see click on view sources.

And what it does is it looks at it tells me what it did. Right? It checked out, Gabby’s, Abby’s resume, then it looked at the, best marketing Instagram accounts to follow, which is interesting. Then it did the free and paid Instagram analysis apps. That’s I’m not sure that why that was relevant.

It looked up different statistics. So we know that where the the the statistics were found, this is where it pulled it from, which is interesting.

And where else do we got?

Top fifteen Instagram accounts you should follow. Yeah. So I tried to pull a little bit of a knowledge base, some more than others. I still like the first output the best.

I think that was the the best one, and I would build on that. And what I would do is, look at the competitors that recommended on the bottom from the first output, and I would I would build on that because that’s that really seems spot on into, people similar to, to Abby’s space, and that’s I would use these. Not not these. These are a little too broad, as well.

So, yeah, that’s what that’s how you use the prompt. Have some fun. Learn from them. See what they’re posting.

Dig in deeper.

What’s cool is that you can keep on exploring with, perplexity. So you can ask questions, follow-up on it, compare it, use use the standard questions that they have, but you can have some fun with it. It now has Abby’s, profile, understands what you’re trying to achieve, and you can have some fun with it.

And, let’s talk about the the study. So one of the things to get, that is is really a must is is prompt engineering. It’s learning prompting because AI is is really gonna help you as a copywriter gain a competitive advantage over other copywriters.

Using the competitive research as an example, you know, I can literally I can literally, you know, use AI. I can do competitive research. You know, I can do it in under ten minutes. I can I can quickly spit stuff out, and I can decide what’s important, what’s not, and then I can dig in deeper if I want to using AI to really get in the mind of not only my customer, but really understand the competition? That’s so important.

One of the things to learn to be able to do that is being able to use AI effectively. And what I mean by that is to get the output that you want to produce.

And you’d use that for now anyways by using the latest models.

Different models serve different purposes, but also, using prompt engineering. And I’ll give you an example on of that. So I I had a theory where if you ask AI to assume a role that it’s gonna produce a better output, and I’ll give you an example. So if I asked AI to analyze and create a LinkedIn profile as a LinkedIn expert versus, you know, analyze and create a LinkedIn profile as my my cousin Johnny who, is five years old.

AI is gonna assume that role. And and because it’s an expert versus versus little Johnny, the output should be more accurate, and it was. And I’ll show you I’ll share a link to this study as well. So keep this this in mind, and I did use the same prompt we went through.

So, of course, the objective is what we just talked about. You know, I wanted to test three. So I checked I tested the first output. This was analyze my LinkedIn profile.

The second output was you are an expert in social media analysis. And then the third one was you are an expert in Instagram analysis.

And, you can scroll down. I did include the links to the original, prompts as well. You can check those out if you’re if you’re interested as well, and you can learn some great photos of Abby, by the way. And, you can get some learn a few things from it. But I did include the original, and then, of course, in table format so you can compare the, the three of them.

I’ll jump down to the, analysis. So, the role specific bias. So, essentially, assigning a specific role to the AI introduced a beneficial bias leading to more detailed and focused outputs.

The Instagram expert prompt provided the most comprehensive analysis highlighting the importance of role specificity in generating high quality prompts.

And, of course, it formed the conclusion, the hypothesis that specifying a role enhances the detail and quality of the prompt is supported by the data. The Instagram expert prompt generated the most comprehensive and detailed competitor profile, indicating that assigning a specific role will produce a quality prompt output.

This additional steps, if you wanna have some fun and test it yourself, you know, you can and I did include the original prompts. You can refine the role, to include, and and refine it to include other roles. Who knows? Maybe maybe act as a award winning journalist will provide a more detailed because journalism, especially in as far as AI is perspective, has to be very accurate. And I know I tested this before when we we did the proposals. That’s worth testing.

Test different niches as well, and then incorporating different metrics as well. One thing to, to incorporate are, you know, power words. And it’s like if you say, you know, explosive or detailed or something like that, sometimes that does impact the output, and it’s worth it’s worth, testing.

Of course, here’s the sources, and then you have some visual aids where it just compared the two, if you wanna read through and and, and look at the the data to get an idea. But in the end, moral of the story is when you are starting your prompts, this is what you wanna start with. Okay? You are an expert in something.

And I’ll do a I’m gonna explain or do another video at some point on creating prompts, effectively in the three things you need. The first one is you need to use markdowns and text, which is, this right here. The second one is you need to assign a role. And then the third one is the power words, which is which I talked about earlier.

If you combine the three, then you it it usually produces a a strong output. But when you start your prompts, make sure to assumes, you assume an expert at something. That’s the, the biggest one. If you’re not sure what type of expert, ask AI.

If it’s a lot of it is straightforward. You know, if you’re analyzing a Facebook competitors, hey. You’re an expert in Facebook analysis.

Really assume the role. It’ll be obvious sometimes. Other times, it won’t. But you can ask AI, what type of expert would would be best at this, and just make sure you include that at the beginning.

Any questions, let me know. I will do a follow-up about this. If anyone wants, some one on one with me, let me know, and I can build this out with you. We can have some fun with the prompts.

Have fun with your prompt engineering, and, that’s about it. Thank you very much, and I hope everyone is well. Okay. Bye bye.

Transcript

Okay. So today, we’re gonna cover Instagram competitor analysis, and we’re gonna use the power of AI. Now I’ve included a workbook that you can use, to organize everything, And it includes the categories, which I’ll cover very shortly on how we’re gonna pull this information using AI. I suggest to start with three competitors. Now the goal is to identify three competitors and learn from them. You know, what are they doing well?

And this workbook is really gonna provide a lot of this information for you.

It’s gonna give the IG account, of course, the bio engagement rate, their niche and audience.

It’s gonna highlight, you know, why do people love them, the hashtags they use, what they’re posting, amount of followers, accounts they tag, what type of content is getting the most engagement, products and services they sell plus press, plus price, which is a a good one, Their strengths, their weaknesses, we’re gonna do a bit of a SWOT analysis on them and see if you can pick up on anything, learn what’s working, emulate that, identify their weaknesses, and and work with that as well, their USP. And then other competitors, based off that profile that AI found for you, We’ll list those as well, and you can use that to expand your research. Now here’s the prompt that we’re gonna use, and I’ll walk you through the prompt, each section and, explain it. So first, we’re gonna start with the instructions. So this is important. You are an expert in Instagram analysis.

There’s a study that I did on this, and I’m gonna share the study with you afterwards.

But, essentially, I tested three prompts. And the first prompt was analyze my LinkedIn profile. The second prompt was you are a social media, analysis, and the third one was you are an Instagram analysis, an expert. Now the Instagram analysis did win hands down.

And my theory was that it introduced bias. By by using a role, the AI, takes on that role, and it’s gonna it’s gonna, produce a more detailed and accurate output. And I’ll talk more about that later on, but we’ll start with that. You are an expert in Instagram analysis. Your task is to analyze the provided LinkedIn profile, identify the user’s niche and industry, then find a popular Instagram account with the same niche.

Ensure the Instagram account demonstrates best practices and innovative strategies.

Follow the guidelines and complete the detailed profile template below.

So the next step is we’re gonna ask AI to analyze the LinkedIn profile. I’m gonna use our friend Abby again. I’m gonna upload her profile. AI is gonna review that profile, and AI is gonna determine Abby’s, user niche and industry.

AI is also gonna look at key skills, summer summary experience, to understand the focus area.

Now once AI gets a handle on that, AI is gonna go and AI is gonna look for popular Instagram accounts in the same niche, with the goal of learning from them. You know, we’ll find an Instagram account with the same niche as determined from the LinkedIn profile, ensure the account, the account demonstrates best practices and innovative strategies. That’s important.

Now we’re gonna complete the detailed profile. We’re gonna use publicly available data, which is and I did include the sources for AI to pull this stuff from. There are as long as your your model has access to the Internet, a lot of this stuff, they can the model can pull in. So we’re gonna use publicly available sources. We’re gonna cross check the data with these sources to ensure the accuracy.

And if we’re not certain, or if we don’t have the information, we’re just gonna admit it. We don’t want AI making up stuff, so we’re we’re being very clear about that as well. So we have our profile template. It’s the one I went through before. So we’re gonna provide the Instagram handle.

We have the bio. So we’re gonna include the bio text from their Instagram, profile as well. We’re gonna provide the link in their bio. So, are they using a link tree or something? Are they do they have one link that’s that’s interesting because it’s gonna it’s gonna show you how they’re selling their products and services, engagement rate. They’re gonna look at tools like Hyper, Auditor, Influencer Hero.

Then it’s gonna verify, rates by cross checking at least two sources.

Then it’s gonna describe the primary audience and niche, provide demographic data if it’s available. It always it it sometimes isn’t.

Then, of course, it’s gonna highlight, you know, why do why do you love them? You know, why are followers attracted to this influencer?

They’re gonna look for testimonials, quotes from followers if they’re available. Then, of course, we’re gonna reference other tools for sources. Then we’re gonna look you look at hashtags.

We’re gonna look at the hashtags they frequently use. You can learn something from that as well. And we’re gonna, again, we’re gonna use publicly available sources.

What are they posting? You know, we’re gonna ask for the types of content they post, workout videos, diet tips, motivational content.

We’re gonna include information about that. Is it real? Is it a story? And then we’re gonna cross reference things just to make sure that we’re only showing the the top performing.

Then, of course, we’re gonna highlight the amount of followers, the accounts they tag.

What is getting the most engagement? This is a good one. We’re gonna we’re gonna rate this or base this on likes, comments, shares, and saves. This is the type of content they’re producing.

Here’s another good one, the products and services. We talked about that. You’ll get some ideas here. And their strengths, again, a bit of a SWOT analysis.

We’re gonna look at the strengths, their weaknesses, their USP, and then, of course, we’re gonna look at some example, competitors as well. And then you can draw more inspiration from here. Here’s the sources that we referenced.

I put the source itself, a bit of a description so AI can can use that. It helps a little bit with the output. Then I’m gonna go through the verification steps. These are the steps that I want AI to take just to make sure that the data is accurate. That’s important.

Follow-up mechanism. Again, if anything is unclear or incomplete, I just wanted to admit the information. I do not want AI to make something up. That’s important.

And, of course, here’s the template, the, competitor profile, influencer, everything we talked about before. So let’s have some fun with this prompt. Again, thank you, Abby, for letting us use your LinkedIn bio. We’re gonna go ahead, and we’re gonna save her bio to PDF.

This is what your bio looks like when you save it to PDF, and we’re gonna start with perplexity. Now here’s a cool tool. When your tool when you’re prompting and you’re working on stuff, there’s a Chrome extension you can get, and you can create a note in your sidebar. So I like to do that. It just keep my prompts here for easy access.

That should save you some time.

And I’m gonna go ahead and copy the prompt in.

Then I’m gonna attach Abby’s LinkedIn bio, and let’s see what we come up with. Now this is gonna be for GPT four.

I like perplexity because, one, it searches online, and, two, you can use different models to test the different outputs, on that as well, and we’ll do that in a second. So let’s go ahead and paste this in. I’ll close the sidebar.

Okay. So reviewing the the LinkedIn profile, looking for other popular Instagram accounts, analyzing the Instagram accounts, completing it, and here’s a, potential Instagram account that was recommended.

Helping course creators, it’s I am, Laura Lee Taylor, I think.

The, helping course creators scale to seven figures, engagement rate, niche audience, course creators, and digital entrepreneurs. That’s interesting.

Why do they love them? Followers are attracted to Laura Lee Taylor because of her expertise in funnel optimization and conversion strategies. Sound like it’s it’s a good fit. Maybe, Abby can, learn a few things, but most likely, Laura Lee can learn a few things from Abby.

So, let’s look at the hashtags they use. Course creator.

What are they posting? Okay. This is this is good stuff. You know? Educational posts on funnel strategies and conversion tips, success stories, testimonial, behind the scenes.

That’s gonna work, so they’re doing some live stuff. Motivational quotes, real stories content, daily tips, live q and a. Yeah. That’s where they’re doing the behind the scenes stuff as well, answering frequently asked questions.

Good followers.

What is getting the most engagement? So success stories and detailed case studies tend to receive the most likes. So that’s interesting. That’s something to to learn from.

And then the products she sells. So she sells an evergreen funnel strategy for fifteen hundred, a full bio build out. Oh, sorry. Full funnel build out, five k.

It’s pretty cheap.

Conversion copywriting, two k, evergreen funnel mastery course. Okay. So she has a nice product as well.

High quality actionable content, her strengths. Let’s look at her weaknesses. Limited variety and content type. She’s focused on educational and testimonial posts.

Engagement on video content is lower compared to comparison and image posts. So her unique her USP, Laura Lee stands out to her proven track record and significantly boosting conversion rates for course creators. Her personalized approach and detailed case studies provide tangible proof of her expertise.

Okay. So she’s highlighting her process. She’s using, credibility boosters and social proof to sorta, hey. My process works.

Here’s what it is. And then she’s selling the course on how to learn it. Plus, also, she’s offering, the service where she’ll do it for you. Example competitors, Amy Porterfield.

Let’s look at that. Ryan Swartz. Our friend, Ryan Swartz. Hey. There you go, buddy. So let’s, we’ll analyze you later on.

So recommended, definitely.

And, SVG business boss. Interesting.

So, you know, we’ll check out, let’s go ahead and rewrite this. So this is the GPT four model. Some really juicy stuff. You can you can copy and paste into a Google Doc.

Dig into this. You know? Learn, see what they’re using, see look for some ideas, find out what’s working, beat them on that, and then, you know, find out their weaknesses and and exploit those. So let’s get in there and check out some, GPT four. Let’s rewrite this in, Claude. Claude always gives some interesting results.

So I like to check out what, Claude has to say.

K. So, again, Claude’s going in there, checking out, her bio, analyzing, getting an idea on the type of services, be offers, picked up by Amy Porterfield. Good call.

Let’s see who we come up with.

So based on the LinkedIn bio, I’ve identified a popular. So Amy Porterfield. Interesting. Okay. Yeah.

Yeah. So we got two good, examples. She’s not as, definitely something, she’s not as niche specific possibly, as we’d want.

But definitely, you know, within this, it’s you definitely learn some stuff, from this.

She, especially hashtags, the amount of followers, what gets the most engagement. You know, what’s the type of stuff she’s posting? I’m interested in her in her products. Right? So this is her value ladder. So it starts here, two week notice, then she gets them on the list building, then she sells them on the systems at scale, and then she gets them on the digital marketing course.

Interesting. So that’s her her value ladder. We have the strengths, limited use of reels compared to the competitors. So, hey, that’s an opportunity.

And then some additional competitors that you can so Amy’s ability to simplify complex marketing strategies and her focus on practical step by step guidance. People like step by step easy, simple.

Here we go, Claude. Alright. That’s a good you know, we got two good, two good people to emulate. I would get in there and check out our buddy, Ry, and, you know, let’s see what he offers. I’d definitely add him to the list, but let’s rewrite this as well. Let’s do the ProSearch. So ProSearch is a good one as well.

ProSearch, uses I find it goes a little more in-depth sometime. So let’s check this out, see what, what it comes up with.

Now I’ll show you the different, sources. You can pull this up and see what was referenced, which is really interesting, what was referenced to get to pull this information. So it’s pretty detailed.

Here we go.

Based on the link profile, HubSpot, I wouldn’t, I wouldn’t you can always learn, but I I would go more niche within you know, I wouldn’t I wouldn’t I would say this is a this is a miss. I would say that the first one is probably the best followed by Amy.

And I wouldn’t, it’s good to look like you’re obviously gonna learn some stuff, but completely different, completely different niche.

We’re not as, not as specific.

So that’s that’s some ideas to get, or to build out your competitor, profiles. Now you can also when you go down, you can see here, the pro search. Now what’s cool is that it references a lot of the if you go to the bottom, you’re gonna see a little thing here, and you can see click on view sources.

And what it does is it looks at it tells me what it did. Right? It checked out, Gabby’s, Abby’s resume, then it looked at the, best marketing Instagram accounts to follow, which is interesting. Then it did the free and paid Instagram analysis apps. That’s I’m not sure that why that was relevant.

It looked up different statistics. So we know that where the the the statistics were found, this is where it pulled it from, which is interesting.

And where else do we got?

Top fifteen Instagram accounts you should follow. Yeah. So I tried to pull a little bit of a knowledge base, some more than others. I still like the first output the best.

I think that was the the best one, and I would build on that. And what I would do is, look at the competitors that recommended on the bottom from the first output, and I would I would build on that because that’s that really seems spot on into, people similar to, to Abby’s space, and that’s I would use these. Not not these. These are a little too broad, as well.

So, yeah, that’s what that’s how you use the prompt. Have some fun. Learn from them. See what they’re posting.

Dig in deeper.

What’s cool is that you can keep on exploring with, perplexity. So you can ask questions, follow-up on it, compare it, use use the standard questions that they have, but you can have some fun with it. It now has Abby’s, profile, understands what you’re trying to achieve, and you can have some fun with it.

And, let’s talk about the the study. So one of the things to get, that is is really a must is is prompt engineering. It’s learning prompting because AI is is really gonna help you as a copywriter gain a competitive advantage over other copywriters.

Using the competitive research as an example, you know, I can literally I can literally, you know, use AI. I can do competitive research. You know, I can do it in under ten minutes. I can I can quickly spit stuff out, and I can decide what’s important, what’s not, and then I can dig in deeper if I want to using AI to really get in the mind of not only my customer, but really understand the competition? That’s so important.

One of the things to learn to be able to do that is being able to use AI effectively. And what I mean by that is to get the output that you want to produce.

And you’d use that for now anyways by using the latest models.

Different models serve different purposes, but also, using prompt engineering. And I’ll give you an example on of that. So I I had a theory where if you ask AI to assume a role that it’s gonna produce a better output, and I’ll give you an example. So if I asked AI to analyze and create a LinkedIn profile as a LinkedIn expert versus, you know, analyze and create a LinkedIn profile as my my cousin Johnny who, is five years old.

AI is gonna assume that role. And and because it’s an expert versus versus little Johnny, the output should be more accurate, and it was. And I’ll show you I’ll share a link to this study as well. So keep this this in mind, and I did use the same prompt we went through.

So, of course, the objective is what we just talked about. You know, I wanted to test three. So I checked I tested the first output. This was analyze my LinkedIn profile.

The second output was you are an expert in social media analysis. And then the third one was you are an expert in Instagram analysis.

And, you can scroll down. I did include the links to the original, prompts as well. You can check those out if you’re if you’re interested as well, and you can learn some great photos of Abby, by the way. And, you can get some learn a few things from it. But I did include the original, and then, of course, in table format so you can compare the, the three of them.

I’ll jump down to the, analysis. So, the role specific bias. So, essentially, assigning a specific role to the AI introduced a beneficial bias leading to more detailed and focused outputs.

The Instagram expert prompt provided the most comprehensive analysis highlighting the importance of role specificity in generating high quality prompts.

And, of course, it formed the conclusion, the hypothesis that specifying a role enhances the detail and quality of the prompt is supported by the data. The Instagram expert prompt generated the most comprehensive and detailed competitor profile, indicating that assigning a specific role will produce a quality prompt output.

This additional steps, if you wanna have some fun and test it yourself, you know, you can and I did include the original prompts. You can refine the role, to include, and and refine it to include other roles. Who knows? Maybe maybe act as a award winning journalist will provide a more detailed because journalism, especially in as far as AI is perspective, has to be very accurate. And I know I tested this before when we we did the proposals. That’s worth testing.

Test different niches as well, and then incorporating different metrics as well. One thing to, to incorporate are, you know, power words. And it’s like if you say, you know, explosive or detailed or something like that, sometimes that does impact the output, and it’s worth it’s worth, testing.

Of course, here’s the sources, and then you have some visual aids where it just compared the two, if you wanna read through and and, and look at the the data to get an idea. But in the end, moral of the story is when you are starting your prompts, this is what you wanna start with. Okay? You are an expert in something.

And I’ll do a I’m gonna explain or do another video at some point on creating prompts, effectively in the three things you need. The first one is you need to use markdowns and text, which is, this right here. The second one is you need to assign a role. And then the third one is the power words, which is which I talked about earlier.

If you combine the three, then you it it usually produces a a strong output. But when you start your prompts, make sure to assumes, you assume an expert at something. That’s the, the biggest one. If you’re not sure what type of expert, ask AI.

If it’s a lot of it is straightforward. You know, if you’re analyzing a Facebook competitors, hey. You’re an expert in Facebook analysis.

Really assume the role. It’ll be obvious sometimes. Other times, it won’t. But you can ask AI, what type of expert would would be best at this, and just make sure you include that at the beginning.

Any questions, let me know. I will do a follow-up about this. If anyone wants, some one on one with me, let me know, and I can build this out with you. We can have some fun with the prompts.

Have fun with your prompt engineering, and, that’s about it. Thank you very much, and I hope everyone is well. Okay. Bye bye.

The Buyer Handbook: Using AI Tools for Creating Ideal Client Profiles and Personas

The Buyer Handbook: Using AI Tools for Creating Ideal Client Profiles and Personas

Transcript

Alright. Let me know if, everyone can see, the screen. We’re good?

Yeah.

Awesome. So today, we’re gonna talk about, creating your ideal client profile and personas.

We’re gonna recap what, Joanna and her presentation we talked about, creating the ICP and then the personas within the ICP.

So I’m gonna do a quick recap so we’re we’re on the same page. Then I’m gonna show you how to, create your ICP using AI tools.

A quick thank you to Abby and, Michael Seton as well, because I did use their LinkedIn profile and a few other things. So thank you. And then, I’m gonna show you how to create your personas, but not only create your personas, but create a clone of that person, using AI in available public data, and then how you can feed information into that, persona. So for an example, they publish an article online. That data gets inputted into your persona. So you have a real life persona that you can engage with sort of real time as well. So I’ll show you how to do that as well.

So again, you know, big thank you to Abby and Michael Seton. Abby let me use her, LinkedIn bio, so big thank you. And Michael Seton is a colleague of mine. He’s, awesome digital marketer, instructor at, UFT. So, he allowed me to go out, find all the available data on him.

I just wanna point out too, like, the available data that that you can pull on someone is kinda scary, what you can learn about them. So I did reach out to Michael for permission because I felt kinda like I was kinda conflicted on whether, I should create this persona because it’s detailed and it shares pretty, intimate details about you. So just keep that in mind if you had a lot of if you have a lot of your public information available because I can scrape it and create a profile of that and then use it to target you. And I think you’ll be kinda surprised at what I can learn about you.

First, we’re gonna start with an ICP.

A quick recap is the ICP is the type of business you wanna target, and, the persona is the individuals within the business that you wanna target. Quickly, has anyone here, created their arts their ICP or personas? Hands up. Anyone had a chance? Did anyone wanna share quickly what, what you came up with?

Claire?

No.

I’m sorry. My audio is going. I I I mean, I can share it quickly.

Yeah. For sure.

The ICP is currently b to b SaaS, with fifty million in revenue or ten to fifty million in revenue or the equivalent in funding, generally a tech company, obviously. And then personas, it was, pretty much the head of or director of, and then it was marketing, product, or, growth. Those are my three kind of things.

How did you go about finding that? Like, what was your process?

Oh, I asked a couple people.

I’m lucky. B to b SaaS is a well trodden path. Right? So I, asked a couple people who already work in the field, and then I also trolled LinkedIn for people’s, job titles and and names.

Nice.

And, yeah.

Did you clone anyone?

Clone them? Like, I copy and pasted everyone. Tools?

I did. I copy and pasted a bunch of it was great. There was a post by someone who was like, I’m looking for really great, like, head of product marketing people to speak to and a bunch of names, like, popped up with comments and stuff. So I stalked those people, grabbed all of their their profiles, and threw them in to chat gbt and just sort of, like, started creating a little database and what they sound like Awesome. And how they talk on on LinkedIn so that I could update my LinkedIn to sound like them.

Nice. Good. So you’re using AI tools, and you’re you’re you’re using it strategically for the for the research component as well. It sounds it’s awesome.

I’m trying.

Trying. That’s good. That’s good. That’s awesome.

Thank you. You know, Joanna’s we talked about, you know, the the key components of your ICP. And, again, I’m just gonna do a recap, and and this is really gonna lead up to creating it, with AI. And, of course, we have your industry, the specific sector, location, company size, revenue, department, creative team, which is the, you know, what they’re currently using to address their copy challenges, their budget, how they’re solving their challenges today, tools they’re using, and then, of course, time to close.

The two big takeaways from this, like, your ideal ICP is is they value what you do. So they understand the importance and benefits of your services, and they can afford your services. Those are really the two the two components, that you wanna hammer in on. Now for a persona, you are you’re looking at their role, challenges, goals, decision making, and the decision making process within the organization. You know, that there’s a person who contacts you, then there’s usually the project lead. They’re the point of contact, and then there’s also the person who’s making the ultimate decisions and kind of adjusting your communication style around each of them.

When we create the personas, that’s ideal for that because what you can do is you can analyze, not only the position they have, but content they’re generating themselves.

So you can start communicating and really resonate with them.

Here’s a quick example, you know, ICP, tech SaaS companies in North America, five thousand plus employees, one million to fifteen million revenue, and then you have your p your three personas within that, your VP of marketing, life cycle lead, and senior copywriter. Senior copywriter is the one who reached out to you. They’re following you. Life cycle is your your point of contact throughout the the whole project. And, of course, the the VP of marketing is gonna approve the budget and whatnot. So that’s the basics of your your ICP and persona.

Again, we’re gonna we’re gonna define, we’re gonna create we’re we’re gonna use AI to define the perfect client, and we’re gonna use these two criteria. We’re gonna do values, what you do, and and can can afford your services.

I’ve created a tool that you can use, and I’ll give everyone access to this as well.

This is where, Abby, thank you very much for for helping me create this. So what we’ll do is we’ll we’ll go in and I’ll show you how it works. And what I’ll do is I’ll go in and I’ll explain how it works first so you can understand, the process. Everyone can see the screen. I’m recording this, and I’m gonna provide all the prompts to you as well. Everyone can see this okay, though?

We’re okay? Okay. Good.

So this prompt instructs, is based off of a your your LinkedIn bio. So what you’ll do is you’ll go to LinkedIn, and you’ll go to your profile, and you’ll save your profile to a PDF. And that’s gonna put all your experience, everything you’d like into a nice, neat little package. Then what you’re gonna do is, you’ll upload it into this prompt, and I’ll I’ll go through it in a second.

Now what this is gonna do is it’s gonna welcome you, of course, for starters. Then it’s gonna it’s gonna assume the role of an expert, in client profiling and market research. And the task is to, create three detailed, ideal client profiles, ICPs, that represent the perfect clients for the individual whose LinkedIn profile content is provided. So what it’s gonna do is it’s gonna analyze your LinkedIn profile, learn about you, and then it’s gonna recommend ICPs based around that.

Now, it’s gonna follow these steps as well. So it’s gonna analyze your profile. It’s gonna research the companies. And then, of course, it’s gonna, base the criteria on what we’ve discussed, value what we what you do.

So these companies understand the importance and benefits of the services I provide, and then, of course, they can afford it as well. And then we’re going into the output, which is the output that Joanna recommended.

This kind of format here just it’s, it’s markups in text, so it just it helps AI sort of structure the output that you want.

So that’s how it works. And I’ll include the prompt for everybody to do, but let’s go ahead and try it right now. So let me close this.

And so first thing is just click to get started. It’s gonna welcome you. And, again, I’ll I’ll give everyone access to this.

Abby, we’re gonna upload your resume right now as an example.

This is her LinkedIn bio. So what it’s gonna do is it’s gonna analyze her LinkedIn bio, and then it’s gonna recommend some ICPs based around that.

It’s pretty good when you when you analyze it. It it’ll give you reasoning as well on, on why it’s it’s suggesting that. Like, obviously, e learning online course creation, that that’s a given.

It’ll recommend the company and sort of why it values, why they would value your services and, of course, they can afford you.

You can use this multiple times as well. Just you don’t have to stick to three. Just keep on asking it for more companies and and pick one that you like. But you’ll find it’s pretty, it’s pretty spot on.

There’s another way we’ll do this as well is, just at the end.

And it just recaps, you know, it’s it’s basing it on, your expertise in conversion copywriting and funnel strategy for course creators. So it’s pretty solid. That’s where it’s getting the knowledge from. The other option to do it is you can use has anyone here using perplexity at all by chance?

Has anyone heard of perplexity, the search engine? Okay.

So per pack perplexity is great because it actually uses Bing. It goes out and searches Bing for information. And there’s another one at the end of the course I’ll give you as well where you can use GPT four for free, and you can use it to actually search Google. And I’ll share that with you as well. So in this case, if you’re gonna use perplexity, we start, of course, by uploading uploading her resume.

And we’re gonna go into the prompt right here. And let’s do the prompt. That’s for the instructions. Let me just use the same one here.

Maybe.

Here we go. I’m just gonna copy the prompt in. And, again, I’ll share this with everybody as well.

And we’ll go back to Perplexity. We’ve uploaded the resume. We’re gonna instruct, Perplexity, same instructions as before, and we’ll click enter. Now what’s cool about this is, perplexity is gonna go out and actually search the Internet, and it’s gonna find examples. It’s gonna run an analysis. It’s gonna compare companies.

So it’s pretty it can be pretty detailed.

And if you use perplexity, you can also use GPT four, but you can use other models as well, and I’ll show you how to do that.

So you can see it’s detailed. You can sort of follow along and and is this in the way the, this chat link there? There you go.

So it’s gathered enough information. It’s gonna start spitting some out for you. It’s gonna give you a quick, your funnel strategist and conversion copywriter, especially in every is that right, Abby? That sounds a bit I think that’s that’s you, right, in a nutshell?

Yeah. Yeah. That’s me.

And it’s gonna recommend some companies that would be a good fit for you based off the criteria Joanna talked about. Now you’re gonna get different results depending on the the model that you choose.

But these are pretty detailed. It’s definitely a good starting point. You can spit out as many as you want and sort of pick and choose where you wanna start.

What you do now is if you wanna use a different model, then, in this right here, you can go down to rewrite, and you can choose the different you can do pro search. You can do Claude, which is the it’s it’s kinda like chat g p t four, and you just need to click pick that model. It’ll do the same search using that model. So you’re gonna get different variations, test it out, and and see which one resonates with you most.

But it’s definitely a good starting point, And you can start, you know, you can take this data, nail it down with LinkedIn navigator and start a cherry pick. You can start with the companies it recommends.

And then from that, you can start building out your personas based off the the buyer’s decision. Right? Where sort of who who has authority, who makes the decisions, whatnot.

And that’s when we’re getting into personas in a sec, and then I’ll, that’s where we can start having some fun as well. Can’t understand you’re not being creative, but I can’t share the discussion specific. I’d be happy to have a con okay. For some reason, this is blocking it.

But should test it out with different different models and see what comes up with what it comes up with.

So the next phase after that is you’re gonna you’re gonna go in. And now that you have your company, you can use in LinkedIn, navigator. You can nail that down, and you can start identifying people within that organization you wanna start contacting. Right?

And we’re gonna start with Michael Seton. So he is our our example today.

Michael Seton is how we’re gonna collect this data? Well, we’re gonna use there’s tons of publicly, public available data about people online. There is your your Facebook likes, your LinkedIn CV, any articles you published, newsletters you’ve you’re you’re part of, LinkedIn groups you’re part of. You’re gonna collect all of this information, and, I included all the prompts for this as well.

But this is an example of a knowledge base, created. So there’s different these are all the Facebook likes that Michael Seton likes. So this is pretty detailed. I know I know what restaurants he goes to.

I know, his religion. I know his political affiliation.

I drew a lot of information. I know what movies. I know he’s a Toronto Maple Leafs fan. He loves the Raptors.

I know where he went to school. I can get a lot of detailed information, from his LinkedIn profile. Then I went into LinkedIn comments. I downloaded any LinkedIn comments, and then I started to I analyzed it and looked if there’s any patterns, what he appreciates, what type of content he likes.

And I I include the won’t go into detail on the prompt, but I included all this for you.

Then, of course, we went into LinkedIn groups, all the LinkedIn groups he’s part of.

This is all available. This isn’t, like, stalking anyone. This is all available online, so don’t don’t worry about that.

Lewd newsletters.

Now here’s what’s cool about it as well. So tons of articles. I downloaded articles he’s written. And from that, I created a writing style guide.

So I know his writing style, what he likes, the language, persona details about him. You know, I created a persona on him based off that data. And, essentially, I created a here’s his LinkedIn bio that you can you can download, and you can download this from your bio as well. And then, of course, here’s the knowledge base.

So now we have his LinkedIn bio.

We have a knowledge base of authors or articles he’s written. We have likes that he’s liked. We’ve analyzed everything. So this is basically a knowledge base, big knowledge base on Michael Seton, who he is and what he does and what he likes, what he doesn’t like. It’s pretty detailed.

From that, there’s a couple things that we can do. Okay? We can go in and we can do the old way, which is you you create a prompt and you upload all the instructions.

And then you say, hey. You know, I want you to go in. Here’s all the information on this person, and I’ll include the prompt prompt if you wanna do this. And it’s gonna it’s gonna create a persona based off values, motivations.

And it’s pretty detailed. Like, it’s pretty good, and this is what you’re gonna end up with, Michael Seton. And this is your traditional sort of persona.

It’s good. Like, it’s gonna tell you his hobbies, his affiliation, political views, religion. It’s pretty good. Like, you know, I would I could do a lot with this.

Right? Well, most marketers can. But let’s, like, take this two point o. Let’s have some fun with this.

Okay? So what we’re gonna do is we’re gonna take this, and we’re gonna clone Michael. So what we’ve done is we’ve created a little tool here, and this is called ask Michael digital marketing digital and agile marketing marketing advice. And what this what we’ve done on this is I’ll edit the GPT and I’ll show you how it works.

And you can do this with any of your personas. Not only the personas, but you can also do it with companies. So say you you you realize your ICP, you’re like, okay. I wanna work with this company.

You can identify the people within that, and then you can create a clone of the company based on all their content, and it can use that for, it’s not letting me edit for some reason. Give me a second here. And then you can use that as a, a knowledge as well. So there we go.

Open this up. Edit.

Okay. There we go. So what we’ve done is we’ve taken all the information about Michael, and we’ve created a a knowledge base. Okay? So now GPT has real time, access to everything that we just talked about. His likes, personal details, LinkedIn bio, art of content he’s written. It’s pretty detailed.

And then we’ve also instructed it to use the Internet. But when it references the Internet, it’s only gonna look for content that was published by Michael Seton or comments he’s made online. Right? So we’re we’re introducing that bias as well.

We’ll talk about this in a second because this this can be pretty powerful, but I’ll I’ll kinda walk you through the, the prompt here. So I think you can open this up. Yeah. There we go. So there’s a welcome message, obviously, when you when you go on.

Then we’re gonna go in and we’re gonna we’re gonna start with the instructions. So we’re asking the AI to play the role as Michael Seton.

Your task is to provide feedback on marketing content while embodying Michael’s preferences, writing styles, and opinions. Do not break character under character under any circumstances.

Then we’re gonna talk about Michael, introduce him. We’re gonna put, let chat TPT know, hey. We’ve created his knowledge base of his certifications, articles he’s written, his likes, his LinkedIn comments, groups, newsletter. We’ve written a included a style guide. I like the style guide. That was just a personal touch because I want this this ChatCBT to respond as Michael. I have the same style and everything, so it just it helps get in get into the flow.

Then, of course, the persona details.

Then I’m gonna give it feedback. I wanna make sure that, any feedback he gives me on overall impressions, general thoughts, content, it’s always positive.

He is a professor, sorry, instructor at University of Toronto.

He’s always gonna offer constructive criticism. Then important points, and, this is where I’ve guarded.

If you want to protect your GPTs, there are little things you can do. Just put it under important instructions, and I’ll I’ll give you the prompt for this. Then I’ve included the persona, some information just to recap, what he likes, what he doesn’t like, and then this is his writing style. Okay?

Now what this will do is it it’ll create a pretty solid knowledge base on Michael Seton. What you can do to take it to the next level is Michael Seton has a blog.

When you create posts on medium, all of these these these sources, you can create RSS feeds from them. So what you can do is every time Michael either comments on Twitter, he creates a post.

Anytime he interacts online, you can feed that data into the custom, GPT. It’s a bit more technical, but you can create a knowledge base that then this will draw upon moving forward. So you’re actively following him or staying engaged as he communicates online. Right?

So let’s go ask him. Let’s have some fun with this. Right? So what can we do with this?

Well, I’m gonna click to get started. He’s gonna introduce himself, of course.

And I’m gonna send this to him. This is something you can use for promotional purposes as well if you, like, k, people can can connect with them. So I’m gonna start with, you know, I hear you’re, Montreal fan. You know, any any Toronto fan is gonna understand what I’m saying that.

So he’s gonna appreciate your vibe and culture. No. He’s a he’s a Toronto fan. Of course.

K. Get it. So he’s asking me questions.

You know, I’m visiting we’re just gonna do some personal stuff right now.

I’m visiting Toronto.

Any, place to eat.

He’s gonna tell me, based off restaurants that he likes. Right? He’s gonna give some recommendations that he’s, he’s been to. Now we can have some real fun with this where we can go in and we can let him come up with some ideas.

Let me go to his persona. I’m gonna scroll down. And we mentioned Joanna mentioned interviewing your your target persona. Right? So I’m gonna ask him. I’m gonna I’m gonna copy these in, and I’m gonna ask him some questions, right, and see what he comes up with.

And he’s gonna tell me. He’s president and CEO, university, what he does. He’s gonna tell me his challenges. He’s gonna tell me, some pretty detailed information that I can use.

If I have an email that I want to send out, then I can ask Michael for feedback. Say I wanna create some content and say, you know, I want to, create content. What, what what type would you like?

You know? You can you can have fun with this, but and he’ll tell you what type of content based off of his, you know, what he’s, thought leadership articles. He’s giving you examples, future of agile case studies.

One fun thing you can do with this as well is you we run a lot of Facebook campaigns.

And anyone who runs Facebook campaigns, it’s about look alike audiences. Right? So you think I can have fun with this?

Hundred percent. Right? I can ask him, hey. Create a lookalike audience based off your bio. He’s gonna tell me exactly what to do to target him. His likes, what he doesn’t like, some pretty fun stuff. Right?

And keep in mind, this is this is all publicly available data, and I didn’t even use all of it. You know, we could have imported his tweets. We could have imported a lot of stuff. And that’s kinda why I was hesitant to I wanted permission first because you can see how this is you know, it’s, it’s kinda stocky in a sense, but it’s not.

I would use this data, but you can see where I’m coming from on that. I’m kinda, like, torn on it, to be honest, because you can you can learn so much about someone, and how you use it. But you can have some fun. You can ask questions, ask for feedback.

I what I would do in this case is I would I would create my ICP, and then I would, find out the different people within the organization, and I would literally clone each of them. It would take you about three hours to come up with this.

And then what I would do is then create a custom chat on that company and also the people within the company, and I would run promotional stuff by it all the time just to make sure that I’m spot on for messaging. Right?

So any questions on this on on setting this up or using this for marketing or anything at all?

Can can I jump in, Shane?

Sure.

Hey.

Yeah. I was just, wondering, have you because you’re you’re friendly with Michael. Right?

Have you checked the accuracy of his answers of the of the GPT’s answers compared to what he might I mean, obviously, it’s gonna be a little GPT.

But, like, have you checked in with him and seen what he thought?

I’m gonna send it to him today and see what he says. I did manually check all the information. Like, when I asked what restaurants, it tells me the restaurant it’s based off of his likes of restaurants he’s liked in Toronto, so it’s gonna recommend that.

Joanna had a great example of, hey. You know, if you wanna interview Michael, you know, what what nonprofit can I donate to? And I know the nonprofit, so I can ask him. Right? So, hey.

If I want to, you know, interview you and donate to, a nonprofit, what one? Right?

Ask him. He’s gonna say the nonprofits he’s he’s part of. Right? So you can get into to some pretty detailed stuff. How to and he he likes these, like, for what he’s for whatever reason, CNIB. CNIB, he worked there as well. But these are ones he’s engaged with online.

You could say, you know, what’s, your religion? I, right? What is it for what’s your your political affiliation?

He he goes into, you know, are you liberal? You know, stuff that, like, you you could use for targeting. Right?

And it’s gonna pull from his his, it’s gonna infer a lot of this information, like, where he’s, which way he leans and which he’s more liberal more liberal views.

So, yeah, I do know what’s pulling from his data. Right? So unless he’s not liking pardon me?

I was just kinda curious because of, obviously, hallucinations, still being problematic in in in certain areas. I’ve been trying to do something very similar. In fact, I I I wanted to talk to you about it. Yeah. But for something that I’m working on, in authority building, I want to create, essentially, a version of this for each of the clients that I work with so that we can, reduce, make it make the service more low touch for them, because we’re we’re doing, content for them. So, I wanted to create a database of them and then add to it from their own answers.

But, yeah, I was kind of curious if you run into any, because there’s not right. I like, as far as I know, there’s still not, like, a good solution to to the hallucinations.

It still happens. It’s still kind of, tricky to detect.

Is that right?

Well, hallucinations isn’t isn’t as if you have your own database and you’re you’re at you’re instructing GPT to reference that database, hallucinations are not that much of an issue. It’s where you’re you know, if you’re most people use, chat GPT just as is. Right? Like, they don’t they don’t, you know, they’ll ask you questions and it will draw from its its its own, like, dataset that it has.

But I’m explicitly asking it to use the dataset that I’ve given it. So it’s always been spot on. It hasn’t, it hasn’t hallucinated it at all. The only issue is if, you know, if if he liked it, maybe he didn’t like it for a reason.

I don’t know. It’s gonna infer it. Pardon me?

I did a I created a a a little GPT for, an open source synthesizer, that I’m a fan of, because it’s the the the the features are vast, but there’s no sort of singular, source of functions and and functionality and shortcuts on the on the actual machine. So I created a GPT, and I gave it the the GitHub, repository that had all of the, open source changes and then the original manual. And I told it to to we’re not being asked questions to never, never guess, never make stuff up. If you don’t know, just say so. Yeah.

And I had real problems with hallucinations. It it would come up with brand new combinations of keys, brand new keys that the the the machine didn’t even have, which was problematic. But maybe it’s different for for something like this, or maybe there’s something in the prompt that was that was poor.

It’s definitely the prompt. Like, you’re not it it it’s the it’s gotta be the prompt. Like, it’s not hallucinations are a problem, but it’s it’s never usually with your knowledge base as long as you’re you’re feeding it that information and you’re training it right. Okay. I haven’t it could be the prompt. I’m happy to look at it and give you some feedback.

No. It’s okay.

Yeah. We’re doing, I’ll have I can have some of our developers look at it. They’re they’re doing similar to what you’re doing with GitHub and whatnot.

So maybe there’s a missing piece and but I I haven’t experienced it. I did I can tell you, like, I asked it specific questions, and then I validated like, I went through the likes and made sure. But keep in mind, the knowledge that it also goes into this is a knowledge base I’ve created. Right? So I just didn’t give, LinkedIn comments. I asked AI to categorize the LinkedIn comments.

So the these are LinkedIn comments that is categorized. So if you looked at, like, LinkedIn groups, I used a prompt to analyze the LinkedIn groups based off categories, and then I gave specific examples.

Okay? So then you have an output. So it’s Facebook likes brand and companies. So it’s not just spitting information.

Like, if I hope that makes sense. Like, if you’re just you’re creating your knowledge base, but you’re just putting the information up very versus putting up information that’s categorized and organized. And I’ve also made it easy, by using markdown syntax to draw the information. And I’ve optimized, if you go into it, the database as well.

Like, this uses markdown syntax. It’s a text file. It just makes it easy to process. Right?

Are you doing all this?

Yeah. Not maybe not to that degree.

You’d have to do it to that degree. There’s more to it. I’m happy to to look, but you’d you’d have to it’s all about quality of data, right, that you have. So I’m not so professional development, I’m I’m not only giving it letters to Laura Scarlett.

I’m asking it to tell me what that organization is about. So there’s no information that’s inferred. Right? So HR management tip of the week offers weekly tips for effective management leaders.

Everything is contextualized.

Exactly. And you have to be you I give you the prompts to do that here. I’ll give you all of the prompts to for and there’s a pattern you’ll notice, including the articles. And when I’m when I’m giving the articles, I’ve organized them, and I’ve used, markups and text as well. That I find there’s a big there’s a big difference and also role playing. So when I wanted it to create a prompt, there’s a, I hope I spelled her pronounce it Adela.

She’s the founder of Buyer Persona Institute. She’s really well known for creating b to b, buyer personas. So I instructed AI to assume that role when creating the brew the buyer persona. So what I’ve done then is I’ve embed bias, and there will be a difference. Like, if I said, you know, my cousin who, has no idea about marketing, I want you to create a a persona versus, like, an expert. There I’m introducing bias, and the quality will be impacted as well. So it’s little things little things like that to pay attention to.

Well, it’s really interesting that markdown improves the results. That’s super interesting.

It does. And it’s and and, oh, by the way, I’ll give you the prompt for that as well. So you can this is a pain in the butt for long I I’ll give you that to to get it to do that, but I I have the prompt for that as well, and I’m happy to share that.

Excellent.

Okay.

So let’s go on. So there’s other ways. So that’s how you you clone, you clone the person. We’re gonna take this to the next level.

Like I said, we’re gonna, create an ongoing database. So every time he posts a article, that’ll feed it as well. So over time, it’ll just get smarter and smarter. It’ll get to know Michael, and it’ll and you can run by stuff and and see what it says.

Right? Get advice, problems, challenges, all the good stuff. Same stuff as the the the old boring version, but now you can interact with it. Right?

You can engage with it and have some fun.

So the next thing we wanna do is we have the persona. I’m just gonna I’ve skipped through some of this as well.

Okay. We talked about the RSS feed.

We’re gonna start asking questions. Now there’s other ways to do this as well. If you wanted to, to go in and and, you can use your LinkedIn bio to create a persona, and there’s different ways you can do it. So you can go to chat TPT and play around with it and see, if you need a quick and dirty persona, to create something. Just go to let me open this up.

There we go. Same sort of thing. Just upload your download your CV online, and then use this prompt, and it can analyze. So you’re just asking it to analyze my LinkedIn bio, attach extract user personas from it, create a table, listing the personas.

And you can get some ideas as well and and see what it says. That’s one option.

You’ll you’ll definitely get some ideas on course creators, marketing professionals, small you know, and start start using this as your your research.

Another option is also to go to perplexity again.

And, I like perplexity because, again, it sources online as well, and you can get some pretty cool and detailed results. The only problem with this is a lot of times that if it thinks it’s copyright or it’s against its terms, it won’t do it. That’s the only problem. There is a workaround that I’ll show you later on how to get around that.

And it’ll give you approaches. So that’s that’s a pretty cool, way to do it as well. Another option that you can do is let’s go to the next one, is, you can analyze your competitors. I I like this one as well, where you can go to, ChatGPT, and you can we’re we’re launching WP Total Care, soon. So we’ll do, like, WP Buff. Let me go to competitors of ours. So you can take a competitor, and, you can take their URL.

And what it’ll do, it’ll analyze the URL, and it’ll, give you some recommendations on personas as well. So that’s a good starting point. You can sort of reverse engineer, see see what it comes up with. And you do. Like, this is freelance agency, small business.

You know, it does, it’s you get some pretty good info from it.

Of course, you can do the same with, perplexity. There’s not you’ll get similar results.

You can use search engines as well. You can you can just use search terms. So you can, you know, you can search Bing with conversion copywriting services and provide a detailed personas for each. That’s just the and this is where you can get some hallucinations. Like, this is, like, your this is kinda boring, to be honest.

There’s much better ways to to get information, but you could use this, maybe just some ideas, and see see what it comes up with.

It’s not as tailored, obviously, to to what you want.

There’s also tools available. This, this is a pretty good one.

You can, he calls it, Tal’s ideal customer persona.

And here it is. He just asked specific questions about about you.

What I would do is I wouldn’t answer the questions. I would just say, here’s my CV.

Let him figure it out.

Right? And this is a this is a different way of how he approaches it. So he’ll look at your your bio, and then he’s gonna, recommend I reversed engineered his prompt, and he focuses on value props. It’s a pretty if and that’s a good way to do it as well is if you find a a chat TPT that you like, try to reverse engineer it and see sort of the strategy that they use. You can learn quite a bit on the way people approach this kind of stuff.

Now I’ll show you how to get a there’s two ways.

What are people using for GPT four right now? Are you using the the prod version, or what kind of tools is everyone using?

Yeah? No one’s, can’t hear it. Anyone wanna know?

Here’s the, here’s a couple ways to get it for free if you want, four. So you just need to download it, follow the instructions. This is a development tool, but once you you load it, it doesn’t know the difference, and you can start, using chat GPT for four. Just follow the instructions. Not a problem.

Another cool one that I like is and you can use chat GPT unlimited for this one as well. Just pop it open.

This is a, a search engine, and you can use different models. You have you have unlimited access to it as well, and then you can start, asking questions about it. You can’t upload anything, unfortunately, right now, but it’s pretty cool because it searches the Internet. It uses the latest models. It’s pretty detailed what it comes up with, and it’ll reference the sources that you want as well. So bookmark this one. This is a this one’s a good one as well.

I use this one in perplexity just to get just to cross reference, get some ideas. I haven’t really tested this one. Another one is, Google’s version of AI. I forget what it’s called.

You can I haven’t tested it yet, but you can actually create your knowledge base? So here’s the knowledge base of Michael. You can link this to, and then just use the prompt and has it, use the the prompt that I created. Have Gemini play the role of Michael using this database and see what you come up with as well. I haven’t tried it yet, but that’s an option as well.

And that’s it. And and if there are any questions that, we wanna ask Michael, any that people want to, to test this out, any questions that I can answer?

Can we ask Michael what he would think about someone pulling all of his data off of LinkedIn?

You know what? You know what? I can predict. I know Michael pretty well right now, and I think he would appreciate it because he’s innovative and, you know, he’s always into the latest tech. Right? Oh, so it’s good. What what do you want me to ask?

What would you think about me Cloning it.

Cloning you you for targeting?

I bet he’s gonna appreciate it. Michael seems like a pretty good guy.

So it’s like, have some fun with this stuff. Like, it’s not, like I said, I’m gonna create the the prompt for you, and, here’s everything that you need to go through. And, if you just wanna do the plain old, here’s the here’s the prompt to create go around and collect the data, then, go in, and I’ll show you how to do this right now. If you wanted to do this this route, we can do this quickly.

Has anyone emulated their writing style or cloned other people’s writing style as well. That that’s a good approach. Like, if you’re if you wanna reach somebody, you can clone their writing style, and then you can write like them. And instantly, you can send emails in their writing style.

You can do some pretty cool stuff. If you wanna use this for, I’ll show you how to create the chat TPT here if you wanna do the old fashioned way. Let me do this.

Highlight this.

Here we go.

We’ll go chat GPT.

I’m gonna go in, and I’m gonna upload all his knowledge base here.

So it has the knowledge right now, and then I’m gonna have the insert the prompt. And then this is gonna give me, a pretty good, persona based on all the information. If I just want something that that’s quick and dirty, hobbies, activities, entertainment, all that good stuff. And then what’s cool is it’s just gonna reference where it it got that information from, and it’s gonna tell me. So it got this from LinkedIn groups, his social, political views, his involvement with some Jewish communities, social issues. He supports Habitat for community, for humanity.

So some pretty some pretty good data here as well.

Any, any questions? Anyone wanna tell me how they’re using AI to for their research, right, getting into the mind of the customer? Is anyone doing something similar? Any I’d love to hear how you guys are using it.

Sorry. I just wanted to quickly jump in. Todd, you’ve got your you’ve got your hand up. Did you want to ask a question?

You go first. I’ll go after you if that’s cool.

Alright. Are you sure? Okay.

Sure. Yeah. I actually I I do have a couple of quick quick thoughts here.

Yeah.

I can see.

Cool. Thanks, Claire. Shane, am I hearing East Coast accent from you?

No. No. I’m in Ottawa. Do I have an accent?

Yeah. I thought I heard East Coast. I’m originally from Newfoundland. So for me, real quick, I’ve got a really robust intimate ICP process I use for clients. And so I get into the heads of clients to write, their site, write any you know, what I comes from that as a library of copy, I use after that. What I’m hearing with this, and it’s more of a, again, just kind of speculation.

What I’m loving about this is the retainer side that comes out of it just in the premise alone. When you’re sending a cold email, you’re sending LinkedIn outreach, how you can just it’ll automate a library of copy for you for connect for how you say everything after. How would this play if you’re gonna use an ICP process for the client, how would this play out as lead gen for them as a retainer?

Like, you’ve got a really idea of their their client. They know you’re talking to their sales marketing. He has a client. You’re talking to the founder, they have a client. You’re talking to the marketing manager, they have a client. And that’s just a right copy where when the client comes to them as an inbound that they they are speaking to that reader. But as an outbound, the kind of a full frontal funnel that works off of inbound and outbound, how would this play with that, do you think, for them to develop lead gen that’s really highly personalized?

So you wanna you wanna create something similar for them to use. So I think you would offer it as a service, essentially. Right?

Hundred percent. Because you have their ICP. You know who they’re talking to, but this now takes it, amps it up on every steroid injectable you can think about, and that just makes a lead gen for them. That’s simple because you’ve you’ve set up parameters.

You understand the client better than they do. And now you’re you’re literally in the skin of their client. Right? Like, you know everything about them.

You understand the client actually better than the client understands themself.

So there okay. So there are, I wanna I’m I’m I wanna save it for next how I would use it anyway. So there there’s there’s I would use psychology, and I now that I know a lot about Michael, let’s say I wanted to, do a you know, launch a marketing campaign that includes retargeting, all the good stuff.

I wanna include social media. Like, I know a lot about him, and then I would insert I’m gonna go through this the next, training session, but I would use psychology frameworks just and and copywriting formulas to target him based off his interests. Right? And I would use that as a foundation and use the information about him to overlay on that. Like, I could ask this right now, like, what are some LinkedIn, some what are some lead magnet ideas that you would like?

That’s bay you know, that’s in a basic example. If I was b to c, like, we have a we have, anyways, one of our business, I can’t for b to c, for consultations, I would use this for the consultation to understand the person. Right? Like, you can you can scrape this stuff pretty quickly.

And then before they come to understand their, you know, their legs, you can simple stuff like him, it does work. Like, now that I know he’s a Jays fan or a Leaf fan, that’s an icebreaker. Like, there’s a lot of stuff that I can learn about him quickly, just to break the ice. Right? So you can get into some pretty intimate stuff based on that.

So really A hundred percent for me, I’m thinking that what you’re seeing right now is more descriptive, though.

Right? If you can get into a spot where you can prescribe the client for them, then that would work better off of that. That’s what I’m just trying to figure out.

Like, would it give me an example, like, your specific example.

So I might be, interviewing someone and asking them everything about their client, their age, their sex, their occupation, their immediate value props, their future value props, what they think is a user story, what their emotional journey is, their key metrics and everything. And developing a client for them, it what it does, it gets them out of the head of the brand. They are now not just thinking about what the brand does, but the client like, one of my clients, they would think about that their client now that goes a little bit level deeper. And once you have an idea of who they think it is and first of all, it does just separates brand and and the person and it gets internal buy in. For me, what I’m trying to figure out, once you prescribe now based off of interviews with them who that client is, what I’m hearing is you can just basically run run it so it just gets them everything they need for lead gen, and it just removes barriers.

Well, it does. Like, now so you’re you’re saying that once you so so you interview the client to to understand their client, get in the mind of their client Hundred percent. And then you take you once you’ve identified that, then you can find that client or even if they have, or find a client, like, their actual client.

Right.

And this is all public data and then create, pull that in and create a clone of their ideal client.

Right.

And then use that data for, like you said, like, here’s a, you know, we’re launching a lead make test offers.

You know, we’re launching ads. You know, is this gonna resonate with you? Stuff like that. Even personal premises.

That’s what I was saying.

Personal premise, like cold email. Hey.

I just saw your post on, you know, great work on, you know, recent project or so on and so forth. Even a cool email. You’re not going in and trying to find that information. What I’m hearing is gonna hear you.

Here is the information, and you can write everything to it, and you just feed it. And then the person that’s reading the email, it’s like, wow. Yeah. That’s exactly it.

That’s so right now, I can tell Michael, like, say I’m talking to Michael and I’m on the phone and it’s like, hey. I need a quick article that you you wrote about. And I could state of the marketing is gonna tell me articles he’s written. Hey, Michael.

Listen. I love your article on state of AI marketing. Like, I’m totally like, these are good lead ins that you can use. Right.

If you do it what you’re talking about, where you go in and you you connect it to the databases where he every time he publishes, it feeds in. Yeah. It’s pretty powerful.

Right? Yeah.

It removes gatekeepers, immediate gatekeepers because everyone has an automatic confirmation bias. Right? Like, they read an email and go, like, oh, this is not for me. Oh, you’re not for me. And it removes it because you’ve just you’re not selling right away. You’re actually just talking, again, highly personalized to them. And then you sell laughter because this to me, it it’s yeah.

It’s pretty simple.

Write it like him, like, little everything helps. Right? And you have it’s pretty powerful. Like, you can get it next level, and over time, it’s just gonna get better and better and better because you’re feeding it with knowledge. Right? Yeah. There’s some pretty personal stuff.

If you only have some, you know, great copywriting principles to build off of that as well, imagine what you could do.

Well, you can. That’s the thing. You can feed now you have those principles. You can feed that database into it, and you can teach you can teach Michael, like, the latest copywriting principles and then have him write a sales letter for himself.

Right? Like, you can it’s pretty crazy stuff, but you could just you just build off it. Right?

Because it’s all a knowledge base. It’s all it is.

Scary. No. Awesome. Awesome.

Yeah. It’s awesome.

But it’s like it makes you upset.

This is imagine what they have imagine what they know about you that is like, this is publicly available data. Imagine the stuff they know about us. Right? That like, I don’t I hate social media for this this very reason. It’s like, I don’t want anyone. Like, it’s some crazy stuff.

Any other questions?

Sorry. I lost my mouse for a second. Super embarrassing. But, I wanted to ask what you gave us a bunch of tools, and they all kinda do very similar things. Which one would you choose as the most efficient or, like, the single thing? Because I have, like, a bazillion tools and a bazillion different ways to do things that I frequently find myself, like, doubling up on work. Sure.

So, yeah, where would where would you focus?

Learn prompt engineering. Like, for now, it is relevant. It it won’t be as relevant in a couple years, I think, but learn prompt engineering, how to get the output that you want consistently.

And then, just use the the latest model chat g p t or or Claude is another one.

And if you want, like, if you want because this is gonna search Bing.

If you want, use perplexity. That’ll that’ll give you it’ll use Bing as well. I think this is used, this uses Google.

It just really depends. It’s more so your your learn prompting and also build your knowledge base. That’s the biggest thing as well. Right?

Okay. Like, don’t don’t rely but to use Cloud or or ChatGPT. That’s all I use. Use.

I don’t use any specialized tools, any of that stuff. You can you can train it. Like, you there’s articles out there on ADA, copywriting formulas.

You there’s books that Joanna wrote. You know? Just here you go. Just upload the book. There’s your knowledge base. Right? Now it’s an expert at that certain topic.

Right? We have, that’s what I do. The other tools that I use, there’s, so knowledge bases are key. Like, when I buy a book off Amazon now, I download the book and I add it to my knowledge base, and then I ask AI to summarize the book for me and then, create flashcards to test my knowledge on the book. And then once I get to attend, then I’ve read the book. So you can read a book in, like, a day pretty quickly from it.

So I don’t read books anymore. Right? So it’s not unless it’s, like like, you know, end of the world zombie type stuff. Right?

I’m a I’m a I love those type of books. But if, like, knowledgeable books, like, that one it’s, that’s what I use it for. But besides that for producing content and stuff, it’s your prompts, your your knowledge based, and then the processes. Right?

A simplified version, like, you wanna learn prompting, just download the instructions from an OpenAI, up save it as a PDF, upload it to your chat GPT. Your chat GPT is an expert at prompting.

It’s as simple as that. Right?

Right. Would you share that book prompt with us? I feel like everyone has so much on their reading list, and we’d really appreciate it.

I’ll show you here.

I’ll show you it right now.

No problem.

Thank you so much.

Bookmarks.

I don’t wanna I don’t wanna there’s so much stuff. I just don’t wanna get you guys all, like so these are these are different tools that I use, but they have different purposes. Right? These are free. I like free.

The, which one do I use? A four e. So a four e is a good one. You can go in and and you can I think there’s a you can actually get it off of AppSumo now? I think it’s still available. But this this is a good one where you this is where I upload the books.

And then what you can do is, you can create a bot based off that book, and then, just use that bot as a as kinda like a reference. Right? So here’s the hundred million dollar makeover, great books, like, all this stuff. And then you have a let me open this up. And then you have a reference, right, that you can you can pull from.

The different, very useful books, OPR, management, delegation code, JD. This is I use it for Rahal patient data. Just little things like no BS to direct marketing. It’s just a huge compile information, then you ask questions.

Right? You get to know it. You ask questions. That’s kinda it’s pretty straightforward. This is unlimited, models that you can use, which is that’s pretty much it.

Right? You upload your book, and then you create your database. There’s different things you can upload. You can upload a text file in EPUB.

Depends what it is.

How is this different? Sorry. Afro AI. How Afro AI. How is it different from chat GPT? What’s that sort of USP?

What are they Well, the this is this is an ongoing knowledge base.

Right? Like, you read a book, and, you know, what do you do with it after? This is just now I can I can read the book quickly? Like, I I don’t read the book.

I just ask you questions, do the flashcards, and then I’ve read the book. I understand the knowledge, but then I also have I can use this as a reference later on, to pull information from. Right? It just it’s free.

That’s the biggest one. It’s a lifetime deal. I’m not gonna that that’s a huge one. But you can’t do all that with ChatTPT.

Like, it’s it’s a it’s a bit different. You can create a knowledge base, but it’s limited. Where this, the actual book, like, you can upload the EPUB book and that for wherever will be your knowledge base. Right?

Okay. So great leads is an example. Right? Like, I did a campaign. This is a really great book on great leads.

So when I launched the campaign on stages of awareness, of course, I’m gonna I’m gonna run it by Michael, who’s the author, and I’m gonna ask for his his thoughts on it. Right? Hey. What do you think?

You know, based off what your suggestions and he gave me some ideas on this is all about stages of awareness and all the good stuff.

And he gave me some great feedback. Right?

So it’s not just about asking questions to the to the knowledge database in terms of, directly, I guess, addressing a database. It’s also about you can address the the the authors.

Exactly. Yeah. You got it. And everything from, like, writing books, like, I for delegation, I I delegate, like, tons of stuff, delegating effectively.

You know? So when I delegate something, I wanna make sure I’m delegating it effectively. This is the book, a really good book. So I run it by and make sure, is it clear?

Yeah. That’s great. Good job. Like, just getting feedback on it. Like, it depend that’s how I use it.

Different things.

Cool. Cool. That’s amazing. Yeah.

It’s I think it’s it’s available for free right now. You can get it for free on, get a lifetime deal, and you get, like, thirty thousand credits. It’s more than enough.

How’s that, adult ADHD toolkit book? Is that any good?

Which one?

Yeah. I think it no. It’s actually this wasn’t one this one sucked, actually. This wasn’t very good.

This was very basically, it was there because I’m I’m doing it on time management. They basically they said to, to do a master list, take that master list, and then schedule everything on your calendar. Yeah. Right.

Good luck with that. Life doesn’t work like that. It’s not.

I have kids now. Forget it. Right? I I have to be more fluid. So now it’s I’m taking an agile approach.

So it just it just depends. Right? AD, getting things done is a good one as well. So it just depends.

Like, I use it for different things. Right? Dan this is a really good book, Dan Kennedy. If I wanna run some by things by Dan Kennedy, I can see what his thoughts are on sales letters and stuff.

So that’s how I use it.

And his here’s his database. This is all it is.

Right? You can ask him anything you want.

Fantastic.

How how can I just see how you might phrase a like, could you just show me what you might do to phrase a question in this This?

Yeah. Like oh, okay. So you’ve got specific assistance you’ve built out.

Yeah. Like, here, what’s a so what is what is it doing is it’s it’s asking like, I can it’s it’s drawing information from the book. Right? So I can say, like, what’s an example of an offer? It’s gonna analyze the book and it’s come gonna come back. And then I can ask it, like, how to apply the offer.

Different that’s all it is. Right?

Well, and it’s just each of these assistants has is connected to the book that’s relevant. Right?

Or Got it. So it’s reading the book right now, the EPUB, and then it’s coming back and it’s gonna it’s gonna tell me directly from the book. And it and you can use it to quiz yourself. Right?

You can ask Alex questions.

You can you can write like Alex. You can do it with bunch of different stuff.

But but ChatGPT can do this. Right? I mean, you could upload a book and and just ask it a question.

Right?

Is this Well, it depends because it’s copyright. Like, I own I don’t I own I purchased this book, so I own it. But if if chat g p t sees copyright, sometimes it doesn’t like to do it. Or it’s it it’s not like, this is its own database.

Right? It’s always feeding this. It has a specialized purpose where you’re just using a chat. Like, that there is a difference in the quality as well.

And perplexity won’t do it. It’ll just say I I can’t help you with that because it because it’s copyright. Right? Even though you purchased the book.

Okay. Alright. Yeah.

That’s all that’s the way I use it anyway. And this is patient. I can’t click on that. But but I, I use this to analyze, like, patient data as well.

Like, because we have we own a clinic, so it’s like we I wanna learn stuff about things. So I’ll upload that, and I’ll analyze it and see what they say. Yeah. Things like that.

So you can it’s also knowledge bases. Right? Creating your knowledge base. That’s that’s the the key.

Okay.

Quick quick question. How do you do those flashcards? Do you just say, like, test me on the ten percent for the user?

Yeah. Just ask it. Create flashcards. That’s it.

And it does that. Okay. Yeah.

It’ll come.

It’ll create random cards and just ask you. Right?

It’s not In in lockdown for another, like or or within the service, it it produces its own flashcards?

Well, within the actual it’ll be in the actual chat. It’s not gonna, like yeah. It’ll be in the actual chat. Just random and, you know, quiz yourself and see see how you’re doing and then move on to the next.

Right? That’s it. And more importantly, just draw upon it if you if you have questions. Right?

All the books that we’re reading for CSP, upload them in here. Right? You can you read the book, draw upon it. Right?

Get get some advice.

That’s what I would do.

So anything in the database that you create like, if you pull in, client information, that’s private to your database, and it’s not gonna be Correct.

Okay.

That’s the inventory.

I use chat GPT. I need to be clear on this as well. So I use the team account. So everything that I do when I do up confidential does not this data is not used for training purposes. So it’s a special account. If you’re using GPT plus, that’s not the case.

If you’re using confidential data, you have to use team. That’s important.

Okay. That’s good to know.

Yeah.

Thank you. Appreciate it.

That’s and I do have, like, a d ADHD. Right? So I love I love chat. Like, if it’s, like, for a I love systems, like, a systematic process, and it’s like, I’ll use the voice on it, and I’ll ask a mess and I’ll use I love have you guys used that at all, the voice commands on your cell phone?

Yeah. I love it.

Oh, I love it. It’s like you you ask questions. Hey. Help me do a project.

Plan it through step by step. And it’s like, hey. I have ADHD. Like, if I go out of focus, like, correct me.

And it will do that. And it’s like, okay. Step one, do this. Let me know when you’re done.

I have a question about this. Pay attention. Focus on this. And it just helps you, like, stay focused on on what you’re planning to do.

Right?

There’s a there’s an extension for Chrome. I don’t know if there’s one for Firefox, but one for Chrome at least that enables the same functionality.

Yeah. So helpful. Right? Because my brain just goes all over the place. It’s like Yeah.

You can have conversations. It’s with with it.

It’s it’s the best helpful.

Yeah. Yeah. I love it. I love it. Yeah. Cool.

So any other questions? I hope everyone found that helpful. Like, if you need help setting this up, I will share the prompts, everything that you need, to do it. Just to recap, the one thing I would suggest learning about is prompting and then, figuring out how to create your knowledge base because it’s all about the knowledge and the data that you have.

That’s that’s really what matters. Right? And then you can do some really fun stuff with it.

Do you have a favorite resource for learning to teaching people to to prompt?

GPT. Yeah. Just, like, ask it. Right?

Or, like, go right to the source. Yeah.

There’s chain of thought. Like, it’s not it’s not that difficult once you once you learn it. Right? It’s just a it’s a it’s a set of instructions.

Like, think the analogy is like an SOP. Step one, step two, step three. And then you can also do, I had a prompt that I’ll share with you guys that, where I’ll go into the history. But, yeah, basically, it does that.

You can put in what you think, and then it’s, like, step one, analyze it, and then get a ten out of ten out of ten. It’ll write the prompt for you based off of, like, the criteria that you set. I’ll share that with you as well.

Right. Are you gonna share that in the Slack after this?

Or Yeah.

I’m gonna this whole document here is is available for you guys. That’s why I use per with permission from Michael. So, and this shows you how to set up everything I went through, as well, including everything you need to do it.

Okay. And then it’s just a matter of pardon me?

Oh, sorry. I didn’t mean to interrupt you. I’m sorry.

Yep.

I was just I actually have a I’ve been struggling with step one of the book thing, so I apologize if you answered this. I had to step away. But have you what are you using to download your Amazon book files? Are you using, I don’t know how to say it, Caliber, Caliberry, whatever?

Yeah.

How are you because I struggle to get the file into a format that then I can go and use in any of the tools.

Okay. So you can and this is only for books that you own. I’m not, like, endorsing, hey, finding like, that isn’t copyright.

No. No. No. These are all ones I bought.

Yeah. So if you buy a book, if you have a book, you have every right to read that book on any platform you want. Calibre has a function where you can break that copyright, because it’s not a copyright. It just it’s it’s one Amazon wanting you to stay within their platform.

Right.

You can there’s a plug in that you can use for Calibrate that’ll break that, and then you can export it into EPUB or even PDF or even better a text file.

So that’s what you’ve been using?

Exactly.

That’s the only way to Alright.

I figured that’s what I the missing piece, but I just wanna make sure. Thank you.

That’s the missing piece. And if you’re gonna export the book, for a, a knowledge base, use the instructions that that I’ll share with you guys. Export it to to a text file. Use that prompt, and that prompt is gonna format that text file into markdown syntax and prepare it for a knowledge base for you. And that’ll help improve the input as well.

Is that in this as well? Yeah.

Yeah. Of course. I’m gonna share that with you.

Oh, okay. Oh my god.

That’s fine. I have, I had it here, but, view history. I I anyways, I yeah. I did it, I’d I’ll share it with you guys hundred percent.

Okay? And any questions anyone has, like, let me know. Have fun with it. Let’s see what you guys can clone, who you clone.

Clone entire organizations. Why not? Hey. Like, have some fun with it.

This was honestly, Shane, this couldn’t be more timely because, I’m setting up, a retainer offer for authority building services, producing content on LinkedIn, and a and a major factor. Because I remember you talking about some of this stuff with you before, was, like, a a kind of hinged on, creating a a clone of the of the client.

And, my plan was to to talk to them to, as we started doing because we were gonna do some sort of, you know, we’re gonna comment for them. We’re gonna, respond for them on on Reddit.

So, originally, I was gonna get the the client to give me their their own, answers to questions, which we would then begin to populate the database with, that would would be sort and, I mean, that would have been, I guess On their customers, like their clients?

No. Because, like, when when, you know, people ask questions on, in this space that, some of my clients work in, they’re answering questions as consultants on Reddit in a bid to sort of, generate content, and land clients. So they’re answering very specific questions, about very specific use cases. And so generalized answers aren’t that easy to come by. So we were gonna build out, and we probably still will build out a a database of of those answers.

And then, hopefully, as time goes on, we’ll be able to to answer them without having to bother the client at all, which should be really cool.

Hey. Here’s the tip. Everyone’s selling personas.

I was I’d be selling this. No one’s selling this. Right? This is this this is the next type of persona, and they’re easy to build.

Right? They’re pretty straightforward. Right? See see if anyone, you know, come up with something. You can get so you can sell these pretty quickly.

Yeah. It’s pretty cool.

Yeah. Alright. Cool. Any, I’ll share with everything with everybody. Any questions, of course, let me know.

Have some fun with it. And, I’ll give you some feedback as well. I’m gonna share this with Michael, and I’ll I’ll share that feedback as well, see what he says.

Cool. Thanks, Frank.

Cool. And, Johnson, let me know buddy too on the, I’ll have the developers look at that stuff if you want me to.

That’d be amazing. Yeah. Yeah. Yeah. Absolutely. Thank you, dude. I appreciate that.

Any other questions to anyone? Nope? Okay. Awesome. Thanks, everybody.

Thank you. Bye.

Bye bye.

 

Transcript

Alright. Let me know if, everyone can see, the screen. We’re good?

Yeah.

Awesome. So today, we’re gonna talk about, creating your ideal client profile and personas.

We’re gonna recap what, Joanna and her presentation we talked about, creating the ICP and then the personas within the ICP.

So I’m gonna do a quick recap so we’re we’re on the same page. Then I’m gonna show you how to, create your ICP using AI tools.

A quick thank you to Abby and, Michael Seton as well, because I did use their LinkedIn profile and a few other things. So thank you. And then, I’m gonna show you how to create your personas, but not only create your personas, but create a clone of that person, using AI in available public data, and then how you can feed information into that, persona. So for an example, they publish an article online. That data gets inputted into your persona. So you have a real life persona that you can engage with sort of real time as well. So I’ll show you how to do that as well.

So again, you know, big thank you to Abby and Michael Seton. Abby let me use her, LinkedIn bio, so big thank you. And Michael Seton is a colleague of mine. He’s, awesome digital marketer, instructor at, UFT. So, he allowed me to go out, find all the available data on him.

I just wanna point out too, like, the available data that that you can pull on someone is kinda scary, what you can learn about them. So I did reach out to Michael for permission because I felt kinda like I was kinda conflicted on whether, I should create this persona because it’s detailed and it shares pretty, intimate details about you. So just keep that in mind if you had a lot of if you have a lot of your public information available because I can scrape it and create a profile of that and then use it to target you. And I think you’ll be kinda surprised at what I can learn about you.

First, we’re gonna start with an ICP.

A quick recap is the ICP is the type of business you wanna target, and, the persona is the individuals within the business that you wanna target. Quickly, has anyone here, created their arts their ICP or personas? Hands up. Anyone had a chance? Did anyone wanna share quickly what, what you came up with?

Claire?

No.

I’m sorry. My audio is going. I I I mean, I can share it quickly.

Yeah. For sure.

The ICP is currently b to b SaaS, with fifty million in revenue or ten to fifty million in revenue or the equivalent in funding, generally a tech company, obviously. And then personas, it was, pretty much the head of or director of, and then it was marketing, product, or, growth. Those are my three kind of things.

How did you go about finding that? Like, what was your process?

Oh, I asked a couple people.

I’m lucky. B to b SaaS is a well trodden path. Right? So I, asked a couple people who already work in the field, and then I also trolled LinkedIn for people’s, job titles and and names.

Nice.

And, yeah.

Did you clone anyone?

Clone them? Like, I copy and pasted everyone. Tools?

I did. I copy and pasted a bunch of it was great. There was a post by someone who was like, I’m looking for really great, like, head of product marketing people to speak to and a bunch of names, like, popped up with comments and stuff. So I stalked those people, grabbed all of their their profiles, and threw them in to chat gbt and just sort of, like, started creating a little database and what they sound like Awesome. And how they talk on on LinkedIn so that I could update my LinkedIn to sound like them.

Nice. Good. So you’re using AI tools, and you’re you’re you’re using it strategically for the for the research component as well. It sounds it’s awesome.

I’m trying.

Trying. That’s good. That’s good. That’s awesome.

Thank you. You know, Joanna’s we talked about, you know, the the key components of your ICP. And, again, I’m just gonna do a recap, and and this is really gonna lead up to creating it, with AI. And, of course, we have your industry, the specific sector, location, company size, revenue, department, creative team, which is the, you know, what they’re currently using to address their copy challenges, their budget, how they’re solving their challenges today, tools they’re using, and then, of course, time to close.

The two big takeaways from this, like, your ideal ICP is is they value what you do. So they understand the importance and benefits of your services, and they can afford your services. Those are really the two the two components, that you wanna hammer in on. Now for a persona, you are you’re looking at their role, challenges, goals, decision making, and the decision making process within the organization. You know, that there’s a person who contacts you, then there’s usually the project lead. They’re the point of contact, and then there’s also the person who’s making the ultimate decisions and kind of adjusting your communication style around each of them.

When we create the personas, that’s ideal for that because what you can do is you can analyze, not only the position they have, but content they’re generating themselves.

So you can start communicating and really resonate with them.

Here’s a quick example, you know, ICP, tech SaaS companies in North America, five thousand plus employees, one million to fifteen million revenue, and then you have your p your three personas within that, your VP of marketing, life cycle lead, and senior copywriter. Senior copywriter is the one who reached out to you. They’re following you. Life cycle is your your point of contact throughout the the whole project. And, of course, the the VP of marketing is gonna approve the budget and whatnot. So that’s the basics of your your ICP and persona.

Again, we’re gonna we’re gonna define, we’re gonna create we’re we’re gonna use AI to define the perfect client, and we’re gonna use these two criteria. We’re gonna do values, what you do, and and can can afford your services.

I’ve created a tool that you can use, and I’ll give everyone access to this as well.

This is where, Abby, thank you very much for for helping me create this. So what we’ll do is we’ll we’ll go in and I’ll show you how it works. And what I’ll do is I’ll go in and I’ll explain how it works first so you can understand, the process. Everyone can see the screen. I’m recording this, and I’m gonna provide all the prompts to you as well. Everyone can see this okay, though?

We’re okay? Okay. Good.

So this prompt instructs, is based off of a your your LinkedIn bio. So what you’ll do is you’ll go to LinkedIn, and you’ll go to your profile, and you’ll save your profile to a PDF. And that’s gonna put all your experience, everything you’d like into a nice, neat little package. Then what you’re gonna do is, you’ll upload it into this prompt, and I’ll I’ll go through it in a second.

Now what this is gonna do is it’s gonna welcome you, of course, for starters. Then it’s gonna it’s gonna assume the role of an expert, in client profiling and market research. And the task is to, create three detailed, ideal client profiles, ICPs, that represent the perfect clients for the individual whose LinkedIn profile content is provided. So what it’s gonna do is it’s gonna analyze your LinkedIn profile, learn about you, and then it’s gonna recommend ICPs based around that.

Now, it’s gonna follow these steps as well. So it’s gonna analyze your profile. It’s gonna research the companies. And then, of course, it’s gonna, base the criteria on what we’ve discussed, value what we what you do.

So these companies understand the importance and benefits of the services I provide, and then, of course, they can afford it as well. And then we’re going into the output, which is the output that Joanna recommended.

This kind of format here just it’s, it’s markups in text, so it just it helps AI sort of structure the output that you want.

So that’s how it works. And I’ll include the prompt for everybody to do, but let’s go ahead and try it right now. So let me close this.

And so first thing is just click to get started. It’s gonna welcome you. And, again, I’ll I’ll give everyone access to this.

Abby, we’re gonna upload your resume right now as an example.

This is her LinkedIn bio. So what it’s gonna do is it’s gonna analyze her LinkedIn bio, and then it’s gonna recommend some ICPs based around that.

It’s pretty good when you when you analyze it. It it’ll give you reasoning as well on, on why it’s it’s suggesting that. Like, obviously, e learning online course creation, that that’s a given.

It’ll recommend the company and sort of why it values, why they would value your services and, of course, they can afford you.

You can use this multiple times as well. Just you don’t have to stick to three. Just keep on asking it for more companies and and pick one that you like. But you’ll find it’s pretty, it’s pretty spot on.

There’s another way we’ll do this as well is, just at the end.

And it just recaps, you know, it’s it’s basing it on, your expertise in conversion copywriting and funnel strategy for course creators. So it’s pretty solid. That’s where it’s getting the knowledge from. The other option to do it is you can use has anyone here using perplexity at all by chance?

Has anyone heard of perplexity, the search engine? Okay.

So per pack perplexity is great because it actually uses Bing. It goes out and searches Bing for information. And there’s another one at the end of the course I’ll give you as well where you can use GPT four for free, and you can use it to actually search Google. And I’ll share that with you as well. So in this case, if you’re gonna use perplexity, we start, of course, by uploading uploading her resume.

And we’re gonna go into the prompt right here. And let’s do the prompt. That’s for the instructions. Let me just use the same one here.

Maybe.

Here we go. I’m just gonna copy the prompt in. And, again, I’ll share this with everybody as well.

And we’ll go back to Perplexity. We’ve uploaded the resume. We’re gonna instruct, Perplexity, same instructions as before, and we’ll click enter. Now what’s cool about this is, perplexity is gonna go out and actually search the Internet, and it’s gonna find examples. It’s gonna run an analysis. It’s gonna compare companies.

So it’s pretty it can be pretty detailed.

And if you use perplexity, you can also use GPT four, but you can use other models as well, and I’ll show you how to do that.

So you can see it’s detailed. You can sort of follow along and and is this in the way the, this chat link there? There you go.

So it’s gathered enough information. It’s gonna start spitting some out for you. It’s gonna give you a quick, your funnel strategist and conversion copywriter, especially in every is that right, Abby? That sounds a bit I think that’s that’s you, right, in a nutshell?

Yeah. Yeah. That’s me.

And it’s gonna recommend some companies that would be a good fit for you based off the criteria Joanna talked about. Now you’re gonna get different results depending on the the model that you choose.

But these are pretty detailed. It’s definitely a good starting point. You can spit out as many as you want and sort of pick and choose where you wanna start.

What you do now is if you wanna use a different model, then, in this right here, you can go down to rewrite, and you can choose the different you can do pro search. You can do Claude, which is the it’s it’s kinda like chat g p t four, and you just need to click pick that model. It’ll do the same search using that model. So you’re gonna get different variations, test it out, and and see which one resonates with you most.

But it’s definitely a good starting point, And you can start, you know, you can take this data, nail it down with LinkedIn navigator and start a cherry pick. You can start with the companies it recommends.

And then from that, you can start building out your personas based off the the buyer’s decision. Right? Where sort of who who has authority, who makes the decisions, whatnot.

And that’s when we’re getting into personas in a sec, and then I’ll, that’s where we can start having some fun as well. Can’t understand you’re not being creative, but I can’t share the discussion specific. I’d be happy to have a con okay. For some reason, this is blocking it.

But should test it out with different different models and see what comes up with what it comes up with.

So the next phase after that is you’re gonna you’re gonna go in. And now that you have your company, you can use in LinkedIn, navigator. You can nail that down, and you can start identifying people within that organization you wanna start contacting. Right?

And we’re gonna start with Michael Seton. So he is our our example today.

Michael Seton is how we’re gonna collect this data? Well, we’re gonna use there’s tons of publicly, public available data about people online. There is your your Facebook likes, your LinkedIn CV, any articles you published, newsletters you’ve you’re you’re part of, LinkedIn groups you’re part of. You’re gonna collect all of this information, and, I included all the prompts for this as well.

But this is an example of a knowledge base, created. So there’s different these are all the Facebook likes that Michael Seton likes. So this is pretty detailed. I know I know what restaurants he goes to.

I know, his religion. I know his political affiliation.

I drew a lot of information. I know what movies. I know he’s a Toronto Maple Leafs fan. He loves the Raptors.

I know where he went to school. I can get a lot of detailed information, from his LinkedIn profile. Then I went into LinkedIn comments. I downloaded any LinkedIn comments, and then I started to I analyzed it and looked if there’s any patterns, what he appreciates, what type of content he likes.

And I I include the won’t go into detail on the prompt, but I included all this for you.

Then, of course, we went into LinkedIn groups, all the LinkedIn groups he’s part of.

This is all available. This isn’t, like, stalking anyone. This is all available online, so don’t don’t worry about that.

Lewd newsletters.

Now here’s what’s cool about it as well. So tons of articles. I downloaded articles he’s written. And from that, I created a writing style guide.

So I know his writing style, what he likes, the language, persona details about him. You know, I created a persona on him based off that data. And, essentially, I created a here’s his LinkedIn bio that you can you can download, and you can download this from your bio as well. And then, of course, here’s the knowledge base.

So now we have his LinkedIn bio.

We have a knowledge base of authors or articles he’s written. We have likes that he’s liked. We’ve analyzed everything. So this is basically a knowledge base, big knowledge base on Michael Seton, who he is and what he does and what he likes, what he doesn’t like. It’s pretty detailed.

From that, there’s a couple things that we can do. Okay? We can go in and we can do the old way, which is you you create a prompt and you upload all the instructions.

And then you say, hey. You know, I want you to go in. Here’s all the information on this person, and I’ll include the prompt prompt if you wanna do this. And it’s gonna it’s gonna create a persona based off values, motivations.

And it’s pretty detailed. Like, it’s pretty good, and this is what you’re gonna end up with, Michael Seton. And this is your traditional sort of persona.

It’s good. Like, it’s gonna tell you his hobbies, his affiliation, political views, religion. It’s pretty good. Like, you know, I would I could do a lot with this.

Right? Well, most marketers can. But let’s, like, take this two point o. Let’s have some fun with this.

Okay? So what we’re gonna do is we’re gonna take this, and we’re gonna clone Michael. So what we’ve done is we’ve created a little tool here, and this is called ask Michael digital marketing digital and agile marketing marketing advice. And what this what we’ve done on this is I’ll edit the GPT and I’ll show you how it works.

And you can do this with any of your personas. Not only the personas, but you can also do it with companies. So say you you you realize your ICP, you’re like, okay. I wanna work with this company.

You can identify the people within that, and then you can create a clone of the company based on all their content, and it can use that for, it’s not letting me edit for some reason. Give me a second here. And then you can use that as a, a knowledge as well. So there we go.

Open this up. Edit.

Okay. There we go. So what we’ve done is we’ve taken all the information about Michael, and we’ve created a a knowledge base. Okay? So now GPT has real time, access to everything that we just talked about. His likes, personal details, LinkedIn bio, art of content he’s written. It’s pretty detailed.

And then we’ve also instructed it to use the Internet. But when it references the Internet, it’s only gonna look for content that was published by Michael Seton or comments he’s made online. Right? So we’re we’re introducing that bias as well.

We’ll talk about this in a second because this this can be pretty powerful, but I’ll I’ll kinda walk you through the, the prompt here. So I think you can open this up. Yeah. There we go. So there’s a welcome message, obviously, when you when you go on.

Then we’re gonna go in and we’re gonna we’re gonna start with the instructions. So we’re asking the AI to play the role as Michael Seton.

Your task is to provide feedback on marketing content while embodying Michael’s preferences, writing styles, and opinions. Do not break character under character under any circumstances.

Then we’re gonna talk about Michael, introduce him. We’re gonna put, let chat TPT know, hey. We’ve created his knowledge base of his certifications, articles he’s written, his likes, his LinkedIn comments, groups, newsletter. We’ve written a included a style guide. I like the style guide. That was just a personal touch because I want this this ChatCBT to respond as Michael. I have the same style and everything, so it just it helps get in get into the flow.

Then, of course, the persona details.

Then I’m gonna give it feedback. I wanna make sure that, any feedback he gives me on overall impressions, general thoughts, content, it’s always positive.

He is a professor, sorry, instructor at University of Toronto.

He’s always gonna offer constructive criticism. Then important points, and, this is where I’ve guarded.

If you want to protect your GPTs, there are little things you can do. Just put it under important instructions, and I’ll I’ll give you the prompt for this. Then I’ve included the persona, some information just to recap, what he likes, what he doesn’t like, and then this is his writing style. Okay?

Now what this will do is it it’ll create a pretty solid knowledge base on Michael Seton. What you can do to take it to the next level is Michael Seton has a blog.

When you create posts on medium, all of these these these sources, you can create RSS feeds from them. So what you can do is every time Michael either comments on Twitter, he creates a post.

Anytime he interacts online, you can feed that data into the custom, GPT. It’s a bit more technical, but you can create a knowledge base that then this will draw upon moving forward. So you’re actively following him or staying engaged as he communicates online. Right?

So let’s go ask him. Let’s have some fun with this. Right? So what can we do with this?

Well, I’m gonna click to get started. He’s gonna introduce himself, of course.

And I’m gonna send this to him. This is something you can use for promotional purposes as well if you, like, k, people can can connect with them. So I’m gonna start with, you know, I hear you’re, Montreal fan. You know, any any Toronto fan is gonna understand what I’m saying that.

So he’s gonna appreciate your vibe and culture. No. He’s a he’s a Toronto fan. Of course.

K. Get it. So he’s asking me questions.

You know, I’m visiting we’re just gonna do some personal stuff right now.

I’m visiting Toronto.

Any, place to eat.

He’s gonna tell me, based off restaurants that he likes. Right? He’s gonna give some recommendations that he’s, he’s been to. Now we can have some real fun with this where we can go in and we can let him come up with some ideas.

Let me go to his persona. I’m gonna scroll down. And we mentioned Joanna mentioned interviewing your your target persona. Right? So I’m gonna ask him. I’m gonna I’m gonna copy these in, and I’m gonna ask him some questions, right, and see what he comes up with.

And he’s gonna tell me. He’s president and CEO, university, what he does. He’s gonna tell me his challenges. He’s gonna tell me, some pretty detailed information that I can use.

If I have an email that I want to send out, then I can ask Michael for feedback. Say I wanna create some content and say, you know, I want to, create content. What, what what type would you like?

You know? You can you can have fun with this, but and he’ll tell you what type of content based off of his, you know, what he’s, thought leadership articles. He’s giving you examples, future of agile case studies.

One fun thing you can do with this as well is you we run a lot of Facebook campaigns.

And anyone who runs Facebook campaigns, it’s about look alike audiences. Right? So you think I can have fun with this?

Hundred percent. Right? I can ask him, hey. Create a lookalike audience based off your bio. He’s gonna tell me exactly what to do to target him. His likes, what he doesn’t like, some pretty fun stuff. Right?

And keep in mind, this is this is all publicly available data, and I didn’t even use all of it. You know, we could have imported his tweets. We could have imported a lot of stuff. And that’s kinda why I was hesitant to I wanted permission first because you can see how this is you know, it’s, it’s kinda stocky in a sense, but it’s not.

I would use this data, but you can see where I’m coming from on that. I’m kinda, like, torn on it, to be honest, because you can you can learn so much about someone, and how you use it. But you can have some fun. You can ask questions, ask for feedback.

I what I would do in this case is I would I would create my ICP, and then I would, find out the different people within the organization, and I would literally clone each of them. It would take you about three hours to come up with this.

And then what I would do is then create a custom chat on that company and also the people within the company, and I would run promotional stuff by it all the time just to make sure that I’m spot on for messaging. Right?

So any questions on this on on setting this up or using this for marketing or anything at all?

Can can I jump in, Shane?

Sure.

Hey.

Yeah. I was just, wondering, have you because you’re you’re friendly with Michael. Right?

Have you checked the accuracy of his answers of the of the GPT’s answers compared to what he might I mean, obviously, it’s gonna be a little GPT.

But, like, have you checked in with him and seen what he thought?

I’m gonna send it to him today and see what he says. I did manually check all the information. Like, when I asked what restaurants, it tells me the restaurant it’s based off of his likes of restaurants he’s liked in Toronto, so it’s gonna recommend that.

Joanna had a great example of, hey. You know, if you wanna interview Michael, you know, what what nonprofit can I donate to? And I know the nonprofit, so I can ask him. Right? So, hey.

If I want to, you know, interview you and donate to, a nonprofit, what one? Right?

Ask him. He’s gonna say the nonprofits he’s he’s part of. Right? So you can get into to some pretty detailed stuff. How to and he he likes these, like, for what he’s for whatever reason, CNIB. CNIB, he worked there as well. But these are ones he’s engaged with online.

You could say, you know, what’s, your religion? I, right? What is it for what’s your your political affiliation?

He he goes into, you know, are you liberal? You know, stuff that, like, you you could use for targeting. Right?

And it’s gonna pull from his his, it’s gonna infer a lot of this information, like, where he’s, which way he leans and which he’s more liberal more liberal views.

So, yeah, I do know what’s pulling from his data. Right? So unless he’s not liking pardon me?

I was just kinda curious because of, obviously, hallucinations, still being problematic in in in certain areas. I’ve been trying to do something very similar. In fact, I I I wanted to talk to you about it. Yeah. But for something that I’m working on, in authority building, I want to create, essentially, a version of this for each of the clients that I work with so that we can, reduce, make it make the service more low touch for them, because we’re we’re doing, content for them. So, I wanted to create a database of them and then add to it from their own answers.

But, yeah, I was kind of curious if you run into any, because there’s not right. I like, as far as I know, there’s still not, like, a good solution to to the hallucinations.

It still happens. It’s still kind of, tricky to detect.

Is that right?

Well, hallucinations isn’t isn’t as if you have your own database and you’re you’re at you’re instructing GPT to reference that database, hallucinations are not that much of an issue. It’s where you’re you know, if you’re most people use, chat GPT just as is. Right? Like, they don’t they don’t, you know, they’ll ask you questions and it will draw from its its its own, like, dataset that it has.

But I’m explicitly asking it to use the dataset that I’ve given it. So it’s always been spot on. It hasn’t, it hasn’t hallucinated it at all. The only issue is if, you know, if if he liked it, maybe he didn’t like it for a reason.

I don’t know. It’s gonna infer it. Pardon me?

I did a I created a a a little GPT for, an open source synthesizer, that I’m a fan of, because it’s the the the the features are vast, but there’s no sort of singular, source of functions and and functionality and shortcuts on the on the actual machine. So I created a GPT, and I gave it the the GitHub, repository that had all of the, open source changes and then the original manual. And I told it to to we’re not being asked questions to never, never guess, never make stuff up. If you don’t know, just say so. Yeah.

And I had real problems with hallucinations. It it would come up with brand new combinations of keys, brand new keys that the the the machine didn’t even have, which was problematic. But maybe it’s different for for something like this, or maybe there’s something in the prompt that was that was poor.

It’s definitely the prompt. Like, you’re not it it it’s the it’s gotta be the prompt. Like, it’s not hallucinations are a problem, but it’s it’s never usually with your knowledge base as long as you’re you’re feeding it that information and you’re training it right. Okay. I haven’t it could be the prompt. I’m happy to look at it and give you some feedback.

No. It’s okay.

Yeah. We’re doing, I’ll have I can have some of our developers look at it. They’re they’re doing similar to what you’re doing with GitHub and whatnot.

So maybe there’s a missing piece and but I I haven’t experienced it. I did I can tell you, like, I asked it specific questions, and then I validated like, I went through the likes and made sure. But keep in mind, the knowledge that it also goes into this is a knowledge base I’ve created. Right? So I just didn’t give, LinkedIn comments. I asked AI to categorize the LinkedIn comments.

So the these are LinkedIn comments that is categorized. So if you looked at, like, LinkedIn groups, I used a prompt to analyze the LinkedIn groups based off categories, and then I gave specific examples.

Okay? So then you have an output. So it’s Facebook likes brand and companies. So it’s not just spitting information.

Like, if I hope that makes sense. Like, if you’re just you’re creating your knowledge base, but you’re just putting the information up very versus putting up information that’s categorized and organized. And I’ve also made it easy, by using markdown syntax to draw the information. And I’ve optimized, if you go into it, the database as well.

Like, this uses markdown syntax. It’s a text file. It just makes it easy to process. Right?

Are you doing all this?

Yeah. Not maybe not to that degree.

You’d have to do it to that degree. There’s more to it. I’m happy to to look, but you’d you’d have to it’s all about quality of data, right, that you have. So I’m not so professional development, I’m I’m not only giving it letters to Laura Scarlett.

I’m asking it to tell me what that organization is about. So there’s no information that’s inferred. Right? So HR management tip of the week offers weekly tips for effective management leaders.

Everything is contextualized.

Exactly. And you have to be you I give you the prompts to do that here. I’ll give you all of the prompts to for and there’s a pattern you’ll notice, including the articles. And when I’m when I’m giving the articles, I’ve organized them, and I’ve used, markups and text as well. That I find there’s a big there’s a big difference and also role playing. So when I wanted it to create a prompt, there’s a, I hope I spelled her pronounce it Adela.

She’s the founder of Buyer Persona Institute. She’s really well known for creating b to b, buyer personas. So I instructed AI to assume that role when creating the brew the buyer persona. So what I’ve done then is I’ve embed bias, and there will be a difference. Like, if I said, you know, my cousin who, has no idea about marketing, I want you to create a a persona versus, like, an expert. There I’m introducing bias, and the quality will be impacted as well. So it’s little things little things like that to pay attention to.

Well, it’s really interesting that markdown improves the results. That’s super interesting.

It does. And it’s and and, oh, by the way, I’ll give you the prompt for that as well. So you can this is a pain in the butt for long I I’ll give you that to to get it to do that, but I I have the prompt for that as well, and I’m happy to share that.

Excellent.

Okay.

So let’s go on. So there’s other ways. So that’s how you you clone, you clone the person. We’re gonna take this to the next level.

Like I said, we’re gonna, create an ongoing database. So every time he posts a article, that’ll feed it as well. So over time, it’ll just get smarter and smarter. It’ll get to know Michael, and it’ll and you can run by stuff and and see what it says.

Right? Get advice, problems, challenges, all the good stuff. Same stuff as the the the old boring version, but now you can interact with it. Right?

You can engage with it and have some fun.

So the next thing we wanna do is we have the persona. I’m just gonna I’ve skipped through some of this as well.

Okay. We talked about the RSS feed.

We’re gonna start asking questions. Now there’s other ways to do this as well. If you wanted to, to go in and and, you can use your LinkedIn bio to create a persona, and there’s different ways you can do it. So you can go to chat TPT and play around with it and see, if you need a quick and dirty persona, to create something. Just go to let me open this up.

There we go. Same sort of thing. Just upload your download your CV online, and then use this prompt, and it can analyze. So you’re just asking it to analyze my LinkedIn bio, attach extract user personas from it, create a table, listing the personas.

And you can get some ideas as well and and see what it says. That’s one option.

You’ll you’ll definitely get some ideas on course creators, marketing professionals, small you know, and start start using this as your your research.

Another option is also to go to perplexity again.

And, I like perplexity because, again, it sources online as well, and you can get some pretty cool and detailed results. The only problem with this is a lot of times that if it thinks it’s copyright or it’s against its terms, it won’t do it. That’s the only problem. There is a workaround that I’ll show you later on how to get around that.

And it’ll give you approaches. So that’s that’s a pretty cool, way to do it as well. Another option that you can do is let’s go to the next one, is, you can analyze your competitors. I I like this one as well, where you can go to, ChatGPT, and you can we’re we’re launching WP Total Care, soon. So we’ll do, like, WP Buff. Let me go to competitors of ours. So you can take a competitor, and, you can take their URL.

And what it’ll do, it’ll analyze the URL, and it’ll, give you some recommendations on personas as well. So that’s a good starting point. You can sort of reverse engineer, see see what it comes up with. And you do. Like, this is freelance agency, small business.

You know, it does, it’s you get some pretty good info from it.

Of course, you can do the same with, perplexity. There’s not you’ll get similar results.

You can use search engines as well. You can you can just use search terms. So you can, you know, you can search Bing with conversion copywriting services and provide a detailed personas for each. That’s just the and this is where you can get some hallucinations. Like, this is, like, your this is kinda boring, to be honest.

There’s much better ways to to get information, but you could use this, maybe just some ideas, and see see what it comes up with.

It’s not as tailored, obviously, to to what you want.

There’s also tools available. This, this is a pretty good one.

You can, he calls it, Tal’s ideal customer persona.

And here it is. He just asked specific questions about about you.

What I would do is I wouldn’t answer the questions. I would just say, here’s my CV.

Let him figure it out.

Right? And this is a this is a different way of how he approaches it. So he’ll look at your your bio, and then he’s gonna, recommend I reversed engineered his prompt, and he focuses on value props. It’s a pretty if and that’s a good way to do it as well is if you find a a chat TPT that you like, try to reverse engineer it and see sort of the strategy that they use. You can learn quite a bit on the way people approach this kind of stuff.

Now I’ll show you how to get a there’s two ways.

What are people using for GPT four right now? Are you using the the prod version, or what kind of tools is everyone using?

Yeah? No one’s, can’t hear it. Anyone wanna know?

Here’s the, here’s a couple ways to get it for free if you want, four. So you just need to download it, follow the instructions. This is a development tool, but once you you load it, it doesn’t know the difference, and you can start, using chat GPT for four. Just follow the instructions. Not a problem.

Another cool one that I like is and you can use chat GPT unlimited for this one as well. Just pop it open.

This is a, a search engine, and you can use different models. You have you have unlimited access to it as well, and then you can start, asking questions about it. You can’t upload anything, unfortunately, right now, but it’s pretty cool because it searches the Internet. It uses the latest models. It’s pretty detailed what it comes up with, and it’ll reference the sources that you want as well. So bookmark this one. This is a this one’s a good one as well.

I use this one in perplexity just to get just to cross reference, get some ideas. I haven’t really tested this one. Another one is, Google’s version of AI. I forget what it’s called.

You can I haven’t tested it yet, but you can actually create your knowledge base? So here’s the knowledge base of Michael. You can link this to, and then just use the prompt and has it, use the the prompt that I created. Have Gemini play the role of Michael using this database and see what you come up with as well. I haven’t tried it yet, but that’s an option as well.

And that’s it. And and if there are any questions that, we wanna ask Michael, any that people want to, to test this out, any questions that I can answer?

Can we ask Michael what he would think about someone pulling all of his data off of LinkedIn?

You know what? You know what? I can predict. I know Michael pretty well right now, and I think he would appreciate it because he’s innovative and, you know, he’s always into the latest tech. Right? Oh, so it’s good. What what do you want me to ask?

What would you think about me Cloning it.

Cloning you you for targeting?

I bet he’s gonna appreciate it. Michael seems like a pretty good guy.

So it’s like, have some fun with this stuff. Like, it’s not, like I said, I’m gonna create the the prompt for you, and, here’s everything that you need to go through. And, if you just wanna do the plain old, here’s the here’s the prompt to create go around and collect the data, then, go in, and I’ll show you how to do this right now. If you wanted to do this this route, we can do this quickly.

Has anyone emulated their writing style or cloned other people’s writing style as well. That that’s a good approach. Like, if you’re if you wanna reach somebody, you can clone their writing style, and then you can write like them. And instantly, you can send emails in their writing style.

You can do some pretty cool stuff. If you wanna use this for, I’ll show you how to create the chat TPT here if you wanna do the old fashioned way. Let me do this.

Highlight this.

Here we go.

We’ll go chat GPT.

I’m gonna go in, and I’m gonna upload all his knowledge base here.

So it has the knowledge right now, and then I’m gonna have the insert the prompt. And then this is gonna give me, a pretty good, persona based on all the information. If I just want something that that’s quick and dirty, hobbies, activities, entertainment, all that good stuff. And then what’s cool is it’s just gonna reference where it it got that information from, and it’s gonna tell me. So it got this from LinkedIn groups, his social, political views, his involvement with some Jewish communities, social issues. He supports Habitat for community, for humanity.

So some pretty some pretty good data here as well.

Any, any questions? Anyone wanna tell me how they’re using AI to for their research, right, getting into the mind of the customer? Is anyone doing something similar? Any I’d love to hear how you guys are using it.

Sorry. I just wanted to quickly jump in. Todd, you’ve got your you’ve got your hand up. Did you want to ask a question?

You go first. I’ll go after you if that’s cool.

Alright. Are you sure? Okay.

Sure. Yeah. I actually I I do have a couple of quick quick thoughts here.

Yeah.

I can see.

Cool. Thanks, Claire. Shane, am I hearing East Coast accent from you?

No. No. I’m in Ottawa. Do I have an accent?

Yeah. I thought I heard East Coast. I’m originally from Newfoundland. So for me, real quick, I’ve got a really robust intimate ICP process I use for clients. And so I get into the heads of clients to write, their site, write any you know, what I comes from that as a library of copy, I use after that. What I’m hearing with this, and it’s more of a, again, just kind of speculation.

What I’m loving about this is the retainer side that comes out of it just in the premise alone. When you’re sending a cold email, you’re sending LinkedIn outreach, how you can just it’ll automate a library of copy for you for connect for how you say everything after. How would this play if you’re gonna use an ICP process for the client, how would this play out as lead gen for them as a retainer?

Like, you’ve got a really idea of their their client. They know you’re talking to their sales marketing. He has a client. You’re talking to the founder, they have a client. You’re talking to the marketing manager, they have a client. And that’s just a right copy where when the client comes to them as an inbound that they they are speaking to that reader. But as an outbound, the kind of a full frontal funnel that works off of inbound and outbound, how would this play with that, do you think, for them to develop lead gen that’s really highly personalized?

So you wanna you wanna create something similar for them to use. So I think you would offer it as a service, essentially. Right?

Hundred percent. Because you have their ICP. You know who they’re talking to, but this now takes it, amps it up on every steroid injectable you can think about, and that just makes a lead gen for them. That’s simple because you’ve you’ve set up parameters.

You understand the client better than they do. And now you’re you’re literally in the skin of their client. Right? Like, you know everything about them.

You understand the client actually better than the client understands themself.

So there okay. So there are, I wanna I’m I’m I wanna save it for next how I would use it anyway. So there there’s there’s I would use psychology, and I now that I know a lot about Michael, let’s say I wanted to, do a you know, launch a marketing campaign that includes retargeting, all the good stuff.

I wanna include social media. Like, I know a lot about him, and then I would insert I’m gonna go through this the next, training session, but I would use psychology frameworks just and and copywriting formulas to target him based off his interests. Right? And I would use that as a foundation and use the information about him to overlay on that. Like, I could ask this right now, like, what are some LinkedIn, some what are some lead magnet ideas that you would like?

That’s bay you know, that’s in a basic example. If I was b to c, like, we have a we have, anyways, one of our business, I can’t for b to c, for consultations, I would use this for the consultation to understand the person. Right? Like, you can you can scrape this stuff pretty quickly.

And then before they come to understand their, you know, their legs, you can simple stuff like him, it does work. Like, now that I know he’s a Jays fan or a Leaf fan, that’s an icebreaker. Like, there’s a lot of stuff that I can learn about him quickly, just to break the ice. Right? So you can get into some pretty intimate stuff based on that.

So really A hundred percent for me, I’m thinking that what you’re seeing right now is more descriptive, though.

Right? If you can get into a spot where you can prescribe the client for them, then that would work better off of that. That’s what I’m just trying to figure out.

Like, would it give me an example, like, your specific example.

So I might be, interviewing someone and asking them everything about their client, their age, their sex, their occupation, their immediate value props, their future value props, what they think is a user story, what their emotional journey is, their key metrics and everything. And developing a client for them, it what it does, it gets them out of the head of the brand. They are now not just thinking about what the brand does, but the client like, one of my clients, they would think about that their client now that goes a little bit level deeper. And once you have an idea of who they think it is and first of all, it does just separates brand and and the person and it gets internal buy in. For me, what I’m trying to figure out, once you prescribe now based off of interviews with them who that client is, what I’m hearing is you can just basically run run it so it just gets them everything they need for lead gen, and it just removes barriers.

Well, it does. Like, now so you’re you’re saying that once you so so you interview the client to to understand their client, get in the mind of their client Hundred percent. And then you take you once you’ve identified that, then you can find that client or even if they have, or find a client, like, their actual client.

Right.

And this is all public data and then create, pull that in and create a clone of their ideal client.

Right.

And then use that data for, like you said, like, here’s a, you know, we’re launching a lead make test offers.

You know, we’re launching ads. You know, is this gonna resonate with you? Stuff like that. Even personal premises.

That’s what I was saying.

Personal premise, like cold email. Hey.

I just saw your post on, you know, great work on, you know, recent project or so on and so forth. Even a cool email. You’re not going in and trying to find that information. What I’m hearing is gonna hear you.

Here is the information, and you can write everything to it, and you just feed it. And then the person that’s reading the email, it’s like, wow. Yeah. That’s exactly it.

That’s so right now, I can tell Michael, like, say I’m talking to Michael and I’m on the phone and it’s like, hey. I need a quick article that you you wrote about. And I could state of the marketing is gonna tell me articles he’s written. Hey, Michael.

Listen. I love your article on state of AI marketing. Like, I’m totally like, these are good lead ins that you can use. Right.

If you do it what you’re talking about, where you go in and you you connect it to the databases where he every time he publishes, it feeds in. Yeah. It’s pretty powerful.

Right? Yeah.

It removes gatekeepers, immediate gatekeepers because everyone has an automatic confirmation bias. Right? Like, they read an email and go, like, oh, this is not for me. Oh, you’re not for me. And it removes it because you’ve just you’re not selling right away. You’re actually just talking, again, highly personalized to them. And then you sell laughter because this to me, it it’s yeah.

It’s pretty simple.

Write it like him, like, little everything helps. Right? And you have it’s pretty powerful. Like, you can get it next level, and over time, it’s just gonna get better and better and better because you’re feeding it with knowledge. Right? Yeah. There’s some pretty personal stuff.

If you only have some, you know, great copywriting principles to build off of that as well, imagine what you could do.

Well, you can. That’s the thing. You can feed now you have those principles. You can feed that database into it, and you can teach you can teach Michael, like, the latest copywriting principles and then have him write a sales letter for himself.

Right? Like, you can it’s pretty crazy stuff, but you could just you just build off it. Right?

Because it’s all a knowledge base. It’s all it is.

Scary. No. Awesome. Awesome.

Yeah. It’s awesome.

But it’s like it makes you upset.

This is imagine what they have imagine what they know about you that is like, this is publicly available data. Imagine the stuff they know about us. Right? That like, I don’t I hate social media for this this very reason. It’s like, I don’t want anyone. Like, it’s some crazy stuff.

Any other questions?

Sorry. I lost my mouse for a second. Super embarrassing. But, I wanted to ask what you gave us a bunch of tools, and they all kinda do very similar things. Which one would you choose as the most efficient or, like, the single thing? Because I have, like, a bazillion tools and a bazillion different ways to do things that I frequently find myself, like, doubling up on work. Sure.

So, yeah, where would where would you focus?

Learn prompt engineering. Like, for now, it is relevant. It it won’t be as relevant in a couple years, I think, but learn prompt engineering, how to get the output that you want consistently.

And then, just use the the latest model chat g p t or or Claude is another one.

And if you want, like, if you want because this is gonna search Bing.

If you want, use perplexity. That’ll that’ll give you it’ll use Bing as well. I think this is used, this uses Google.

It just really depends. It’s more so your your learn prompting and also build your knowledge base. That’s the biggest thing as well. Right?

Okay. Like, don’t don’t rely but to use Cloud or or ChatGPT. That’s all I use. Use.

I don’t use any specialized tools, any of that stuff. You can you can train it. Like, you there’s articles out there on ADA, copywriting formulas.

You there’s books that Joanna wrote. You know? Just here you go. Just upload the book. There’s your knowledge base. Right? Now it’s an expert at that certain topic.

Right? We have, that’s what I do. The other tools that I use, there’s, so knowledge bases are key. Like, when I buy a book off Amazon now, I download the book and I add it to my knowledge base, and then I ask AI to summarize the book for me and then, create flashcards to test my knowledge on the book. And then once I get to attend, then I’ve read the book. So you can read a book in, like, a day pretty quickly from it.

So I don’t read books anymore. Right? So it’s not unless it’s, like like, you know, end of the world zombie type stuff. Right?

I’m a I’m a I love those type of books. But if, like, knowledgeable books, like, that one it’s, that’s what I use it for. But besides that for producing content and stuff, it’s your prompts, your your knowledge based, and then the processes. Right?

A simplified version, like, you wanna learn prompting, just download the instructions from an OpenAI, up save it as a PDF, upload it to your chat GPT. Your chat GPT is an expert at prompting.

It’s as simple as that. Right?

Right. Would you share that book prompt with us? I feel like everyone has so much on their reading list, and we’d really appreciate it.

I’ll show you here.

I’ll show you it right now.

No problem.

Thank you so much.

Bookmarks.

I don’t wanna I don’t wanna there’s so much stuff. I just don’t wanna get you guys all, like so these are these are different tools that I use, but they have different purposes. Right? These are free. I like free.

The, which one do I use? A four e. So a four e is a good one. You can go in and and you can I think there’s a you can actually get it off of AppSumo now? I think it’s still available. But this this is a good one where you this is where I upload the books.

And then what you can do is, you can create a bot based off that book, and then, just use that bot as a as kinda like a reference. Right? So here’s the hundred million dollar makeover, great books, like, all this stuff. And then you have a let me open this up. And then you have a reference, right, that you can you can pull from.

The different, very useful books, OPR, management, delegation code, JD. This is I use it for Rahal patient data. Just little things like no BS to direct marketing. It’s just a huge compile information, then you ask questions.

Right? You get to know it. You ask questions. That’s kinda it’s pretty straightforward. This is unlimited, models that you can use, which is that’s pretty much it.

Right? You upload your book, and then you create your database. There’s different things you can upload. You can upload a text file in EPUB.

Depends what it is.

How is this different? Sorry. Afro AI. How Afro AI. How is it different from chat GPT? What’s that sort of USP?

What are they Well, the this is this is an ongoing knowledge base.

Right? Like, you read a book, and, you know, what do you do with it after? This is just now I can I can read the book quickly? Like, I I don’t read the book.

I just ask you questions, do the flashcards, and then I’ve read the book. I understand the knowledge, but then I also have I can use this as a reference later on, to pull information from. Right? It just it’s free.

That’s the biggest one. It’s a lifetime deal. I’m not gonna that that’s a huge one. But you can’t do all that with ChatTPT.

Like, it’s it’s a it’s a bit different. You can create a knowledge base, but it’s limited. Where this, the actual book, like, you can upload the EPUB book and that for wherever will be your knowledge base. Right?

Okay. So great leads is an example. Right? Like, I did a campaign. This is a really great book on great leads.

So when I launched the campaign on stages of awareness, of course, I’m gonna I’m gonna run it by Michael, who’s the author, and I’m gonna ask for his his thoughts on it. Right? Hey. What do you think?

You know, based off what your suggestions and he gave me some ideas on this is all about stages of awareness and all the good stuff.

And he gave me some great feedback. Right?

So it’s not just about asking questions to the to the knowledge database in terms of, directly, I guess, addressing a database. It’s also about you can address the the the authors.

Exactly. Yeah. You got it. And everything from, like, writing books, like, I for delegation, I I delegate, like, tons of stuff, delegating effectively.

You know? So when I delegate something, I wanna make sure I’m delegating it effectively. This is the book, a really good book. So I run it by and make sure, is it clear?

Yeah. That’s great. Good job. Like, just getting feedback on it. Like, it depend that’s how I use it.

Different things.

Cool. Cool. That’s amazing. Yeah.

It’s I think it’s it’s available for free right now. You can get it for free on, get a lifetime deal, and you get, like, thirty thousand credits. It’s more than enough.

How’s that, adult ADHD toolkit book? Is that any good?

Which one?

Yeah. I think it no. It’s actually this wasn’t one this one sucked, actually. This wasn’t very good.

This was very basically, it was there because I’m I’m doing it on time management. They basically they said to, to do a master list, take that master list, and then schedule everything on your calendar. Yeah. Right.

Good luck with that. Life doesn’t work like that. It’s not.

I have kids now. Forget it. Right? I I have to be more fluid. So now it’s I’m taking an agile approach.

So it just it just depends. Right? AD, getting things done is a good one as well. So it just depends.

Like, I use it for different things. Right? Dan this is a really good book, Dan Kennedy. If I wanna run some by things by Dan Kennedy, I can see what his thoughts are on sales letters and stuff.

So that’s how I use it.

And his here’s his database. This is all it is.

Right? You can ask him anything you want.

Fantastic.

How how can I just see how you might phrase a like, could you just show me what you might do to phrase a question in this This?

Yeah. Like oh, okay. So you’ve got specific assistance you’ve built out.

Yeah. Like, here, what’s a so what is what is it doing is it’s it’s asking like, I can it’s it’s drawing information from the book. Right? So I can say, like, what’s an example of an offer? It’s gonna analyze the book and it’s come gonna come back. And then I can ask it, like, how to apply the offer.

Different that’s all it is. Right?

Well, and it’s just each of these assistants has is connected to the book that’s relevant. Right?

Or Got it. So it’s reading the book right now, the EPUB, and then it’s coming back and it’s gonna it’s gonna tell me directly from the book. And it and you can use it to quiz yourself. Right?

You can ask Alex questions.

You can you can write like Alex. You can do it with bunch of different stuff.

But but ChatGPT can do this. Right? I mean, you could upload a book and and just ask it a question.

Right?

Is this Well, it depends because it’s copyright. Like, I own I don’t I own I purchased this book, so I own it. But if if chat g p t sees copyright, sometimes it doesn’t like to do it. Or it’s it it’s not like, this is its own database.

Right? It’s always feeding this. It has a specialized purpose where you’re just using a chat. Like, that there is a difference in the quality as well.

And perplexity won’t do it. It’ll just say I I can’t help you with that because it because it’s copyright. Right? Even though you purchased the book.

Okay. Alright. Yeah.

That’s all that’s the way I use it anyway. And this is patient. I can’t click on that. But but I, I use this to analyze, like, patient data as well.

Like, because we have we own a clinic, so it’s like we I wanna learn stuff about things. So I’ll upload that, and I’ll analyze it and see what they say. Yeah. Things like that.

So you can it’s also knowledge bases. Right? Creating your knowledge base. That’s that’s the the key.

Okay.

Quick quick question. How do you do those flashcards? Do you just say, like, test me on the ten percent for the user?

Yeah. Just ask it. Create flashcards. That’s it.

And it does that. Okay. Yeah.

It’ll come.

It’ll create random cards and just ask you. Right?

It’s not In in lockdown for another, like or or within the service, it it produces its own flashcards?

Well, within the actual it’ll be in the actual chat. It’s not gonna, like yeah. It’ll be in the actual chat. Just random and, you know, quiz yourself and see see how you’re doing and then move on to the next.

Right? That’s it. And more importantly, just draw upon it if you if you have questions. Right?

All the books that we’re reading for CSP, upload them in here. Right? You can you read the book, draw upon it. Right?

Get get some advice.

That’s what I would do.

So anything in the database that you create like, if you pull in, client information, that’s private to your database, and it’s not gonna be Correct.

Okay.

That’s the inventory.

I use chat GPT. I need to be clear on this as well. So I use the team account. So everything that I do when I do up confidential does not this data is not used for training purposes. So it’s a special account. If you’re using GPT plus, that’s not the case.

If you’re using confidential data, you have to use team. That’s important.

Okay. That’s good to know.

Yeah.

Thank you. Appreciate it.

That’s and I do have, like, a d ADHD. Right? So I love I love chat. Like, if it’s, like, for a I love systems, like, a systematic process, and it’s like, I’ll use the voice on it, and I’ll ask a mess and I’ll use I love have you guys used that at all, the voice commands on your cell phone?

Yeah. I love it.

Oh, I love it. It’s like you you ask questions. Hey. Help me do a project.

Plan it through step by step. And it’s like, hey. I have ADHD. Like, if I go out of focus, like, correct me.

And it will do that. And it’s like, okay. Step one, do this. Let me know when you’re done.

I have a question about this. Pay attention. Focus on this. And it just helps you, like, stay focused on on what you’re planning to do.

Right?

There’s a there’s an extension for Chrome. I don’t know if there’s one for Firefox, but one for Chrome at least that enables the same functionality.

Yeah. So helpful. Right? Because my brain just goes all over the place. It’s like Yeah.

You can have conversations. It’s with with it.

It’s it’s the best helpful.

Yeah. Yeah. I love it. I love it. Yeah. Cool.

So any other questions? I hope everyone found that helpful. Like, if you need help setting this up, I will share the prompts, everything that you need, to do it. Just to recap, the one thing I would suggest learning about is prompting and then, figuring out how to create your knowledge base because it’s all about the knowledge and the data that you have.

That’s that’s really what matters. Right? And then you can do some really fun stuff with it.

Do you have a favorite resource for learning to teaching people to to prompt?

GPT. Yeah. Just, like, ask it. Right?

Or, like, go right to the source. Yeah.

There’s chain of thought. Like, it’s not it’s not that difficult once you once you learn it. Right? It’s just a it’s a it’s a set of instructions.

Like, think the analogy is like an SOP. Step one, step two, step three. And then you can also do, I had a prompt that I’ll share with you guys that, where I’ll go into the history. But, yeah, basically, it does that.

You can put in what you think, and then it’s, like, step one, analyze it, and then get a ten out of ten out of ten. It’ll write the prompt for you based off of, like, the criteria that you set. I’ll share that with you as well.

Right. Are you gonna share that in the Slack after this?

Or Yeah.

I’m gonna this whole document here is is available for you guys. That’s why I use per with permission from Michael. So, and this shows you how to set up everything I went through, as well, including everything you need to do it.

Okay. And then it’s just a matter of pardon me?

Oh, sorry. I didn’t mean to interrupt you. I’m sorry.

Yep.

I was just I actually have a I’ve been struggling with step one of the book thing, so I apologize if you answered this. I had to step away. But have you what are you using to download your Amazon book files? Are you using, I don’t know how to say it, Caliber, Caliberry, whatever?

Yeah.

How are you because I struggle to get the file into a format that then I can go and use in any of the tools.

Okay. So you can and this is only for books that you own. I’m not, like, endorsing, hey, finding like, that isn’t copyright.

No. No. No. These are all ones I bought.

Yeah. So if you buy a book, if you have a book, you have every right to read that book on any platform you want. Calibre has a function where you can break that copyright, because it’s not a copyright. It just it’s it’s one Amazon wanting you to stay within their platform.

Right.

You can there’s a plug in that you can use for Calibrate that’ll break that, and then you can export it into EPUB or even PDF or even better a text file.

So that’s what you’ve been using?

Exactly.

That’s the only way to Alright.

I figured that’s what I the missing piece, but I just wanna make sure. Thank you.

That’s the missing piece. And if you’re gonna export the book, for a, a knowledge base, use the instructions that that I’ll share with you guys. Export it to to a text file. Use that prompt, and that prompt is gonna format that text file into markdown syntax and prepare it for a knowledge base for you. And that’ll help improve the input as well.

Is that in this as well? Yeah.

Yeah. Of course. I’m gonna share that with you.

Oh, okay. Oh my god.

That’s fine. I have, I had it here, but, view history. I I anyways, I yeah. I did it, I’d I’ll share it with you guys hundred percent.

Okay? And any questions anyone has, like, let me know. Have fun with it. Let’s see what you guys can clone, who you clone.

Clone entire organizations. Why not? Hey. Like, have some fun with it.

This was honestly, Shane, this couldn’t be more timely because, I’m setting up, a retainer offer for authority building services, producing content on LinkedIn, and a and a major factor. Because I remember you talking about some of this stuff with you before, was, like, a a kind of hinged on, creating a a clone of the of the client.

And, my plan was to to talk to them to, as we started doing because we were gonna do some sort of, you know, we’re gonna comment for them. We’re gonna, respond for them on on Reddit.

So, originally, I was gonna get the the client to give me their their own, answers to questions, which we would then begin to populate the database with, that would would be sort and, I mean, that would have been, I guess On their customers, like their clients?

No. Because, like, when when, you know, people ask questions on, in this space that, some of my clients work in, they’re answering questions as consultants on Reddit in a bid to sort of, generate content, and land clients. So they’re answering very specific questions, about very specific use cases. And so generalized answers aren’t that easy to come by. So we were gonna build out, and we probably still will build out a a database of of those answers.

And then, hopefully, as time goes on, we’ll be able to to answer them without having to bother the client at all, which should be really cool.

Hey. Here’s the tip. Everyone’s selling personas.

I was I’d be selling this. No one’s selling this. Right? This is this this is the next type of persona, and they’re easy to build.

Right? They’re pretty straightforward. Right? See see if anyone, you know, come up with something. You can get so you can sell these pretty quickly.

Yeah. It’s pretty cool.

Yeah. Alright. Cool. Any, I’ll share with everything with everybody. Any questions, of course, let me know.

Have some fun with it. And, I’ll give you some feedback as well. I’m gonna share this with Michael, and I’ll I’ll share that feedback as well, see what he says.

Cool. Thanks, Frank.

Cool. And, Johnson, let me know buddy too on the, I’ll have the developers look at that stuff if you want me to.

That’d be amazing. Yeah. Yeah. Yeah. Absolutely. Thank you, dude. I appreciate that.

Any other questions to anyone? Nope? Okay. Awesome. Thanks, everybody.

Thank you. Bye.

Bye bye.

 

Building Your Authority Site

How to Build Your Authority Site

Transcript

So today, we’re gonna go over how to, build your authority site. We use this process, not just for, well, you can use this process for yourself, but we also use it for clients, and you can you can apply this across, different niches.

So I think if your member’s telling me this, like, fifteen years ago, Joanna, when I took the I think it was the the freelancer, the hundred thousand dollar freelancer, whereas really, like, the the main goals of your site is you wanna grow your list, you wanna sell your stuff, and then you you sell your other other people’s stuff. I remember when you said that to me, it just it really hit home and that’s, of course, it’s it’s true.

And that also may ultimately leads to the the top three things that that or the top three goals that we make sure all of our authority sites, achieve. First one is it needs to drive leads and sales. Second, it needs to build authority and trust. And the third thing is it needs to get remembered and shared, which I I know Joanna touched, on that the last meeting that we had. Now the metrics we used to measure success. We make sure that all of these are aligned to the goals that I I just discussed.

A lot of these are, super important. The the big ones are your customer lifetime value, your list growth rate, your lead conversion rate. A lot of these metrics if you move the needle even five percent, you’re gonna see a a lot of growth. So, we tend to focus on these. Now what we’ll do with these metrics is we’ll actually create a scorecard, and we’ll monitor them either weekly or monthly depending on on which ones.

More importantly, the is you wanna make sure that again that these are aligned to your goals.

I suggest you stick with the top three, but if for whatever reason, your your client or yourself, you wanna achieve something else, just make sure you can prove success or measure success.

So we’ll get into, the first step is really defining on what you want your site to achieve, what your the goals are, we’ll get into this actual process that we use to create the site.

It starts with identifying your most profitable customer. Now, what we suggest doing is you wanna identify the four percent of your customers that generates sixty four percent of your revenue.

We do that. What we do is we look at our customer list and we use lifetime value as the metric and then also repeat purchases or the number of purchases that people have made. And what we do is we we take that, we segment, and then from that, we’ll we’ll discover the four percent, and that’s who we’ll start with first.

Then we’ll use that list, and we’ll we’ll sort of pick and choose the next customer to start with, and then we’ll work through it one at a time. Basically, targeting a specific niche or market, and then moving on to the next.

The next stage is once you’ve identified your your your ideal prospect, you have them sorted, then you wanna conduct center interviews and and surveys and interviews.

We start by interviewing the customers, you know, your typical sort of what challenges you’re facing, you know, how’s our product help to your favorite features, a lot of these questions, and and I do have a copy of the, I think we have, like, fifty. No, I’ve actually over a hundred questions now.

Of different ways that you can ask them, and different, they’re all organized by stages of awareness, but I’ll share this with you at the end. And essentially, what you’re looking for is not just understand the problem, understand that obviously the outcome they want or the solution, but also These are questions that are gonna help you uncover your your value prop, your USB.

A lot of these questions, like, why which specific features did you like or or what made you choose us over the competition, you’re gonna get all of that stuff from these interviews, and that’s what you’re really gonna start using to create your USB and value prop.

So the next person you need to interview is you. So you need to interview yourself. This is all the stuff that we’re going through the, copy hackers as well. Books, success stories, case studies, your podcast, events, everything about you, your origin story, which, I’m gonna do another session on this.

And, your origin story is all a bit of creating trust. It’s it’s, hey, you understand the problem and, you know, they they can relate to you. You’re likable, and you’ll do that early on. So we’ll cover another session on that.

And, of course, your USB and your unique mechanism, you’ll get your USB from the customer surveys. Your unique mechanism, is once you know what or you have a better idea on why they chose you, then you can hammer out the details. That’s really the how it works. So that’s the part that you’re gonna focus on yourself.

Now once you have all this information, the second step you need to do is you need to analyze the the results. Okay? So what you’re really doing here is you’re you’re looking you’re looking for themes. I use AI for this.

AI is really good at this where they can identify common themes you you really wanna get in the mind. You understand. You wanna understand why they tick. You know, what’s the specific problem they wanna solve?

What specific outcome?

You wanna understand their their top hesitations because then you can draft a guarantee to address those.

So really, you’ll find some really cool stuff from this. I is probably one of my favorite parts, to be honest.

And we’ll show you we have tools at the end as well, which we’ll give you access to, and that’ll help you sort of categorize in segment.

Then what we do from that, and this is the the fun part I enjoy as well is we create an avatar. Now, and again, I’ll give you the templates at the end. We just don’t create your typical avatar with as, you know, your demographics, like, psychographics. What we do is and I got this from you, Joanna, is we this is almost like two point o version of the rule of one, or your one reader. So it’s not just understanding, their problem and concerns. But it’s also listing, you know, hey, these are the hesitations aligning a guarantee to that, figuring out what are what what hard offers are gonna resonate with them, what soft offers are gonna are gonna resonate with them. And then this is where you start filling in your USPS, your value prop, and all the other stuff as well.

And again, you’re gonna use this from the the survey data that you’ve, you, you, got from before. Now, the trick on this as well is you’ll have your most profitable customer. You wanna take that customer and you also wanna create an avatar avatar by stages of awareness if you can.

And then you wanna repeat that for each of your, your avatars moving forward as well. Next step that we do is we create a sitemap.

These are the core pages on your site that, we find, it’s a good start anyways. There’s your homepage. Which will break down in a second because your homepage really tells a great story, and it’s organized by the stages of awareness.

There’s your about page, which is your origin story. There’s your process, which is how it works. And that’s it’s it’s your USB, but it also includes the the secret sauce, you know, the that how your solution, you know, achieves consistent results better than the competition. And that’s really how you’re gonna outline it step by step.

Success stories, of course, your work with me, which is your services, product type services, your your courses, whatever you wanna offer, books, blog, consult, contact, media, resources, speaking, connect, and then your typical four zero four, thank you and and FAQ pages with a a guarantee as well. I like this section right here because it’s it’s almost like, you wanna address their hesitations and concerns. A lot of people overlook the purpose of the FAQ page. So you wanna you definitely wanna test that out as well if you can.

A little tip, insider tip on this is If you are in a city, let’s say you have a productized services on, web design, and you have a system where you can put this really cool package together for clients, and you can productize it, and you’re in a in a city, say you’re in Toronto, what you wanna do is you wanna create a city page, that’s this Toronto web design, but don’t put it on your main navigation. Just put it in your HTML site map. Because then what’s gonna happen is it’s still gonna get linked to the rest of the pages. You’re gonna link to use, but then it’s also gonna, it’ll rank, but then you can also link to it from your GMB profile.

So then it’s just an added sort of boost that you can get more traffic and sales from it as well. I’ll be doing a session on that on how to set that up. And and show you, how to create that city page. And the cool thing is with the city page, it’s actually, organized by, not only stages of awareness, but it uses ADA.

It’s pretty cool how everything aligns up on it.

Next is your homepage. So this is where we start, we start with this. And remember, we’re we’re creating the home page and we’re using all of the data that you’ve collected from your surveys, your avatar so you can start telling great story because you know exactly who you’re writing for. That’s that’s what’s key about this.

These are the main components of the of the the home page, and I’ll give you a, wireframe split. I I’ll use the terms spid draft and wireframe at the end that you can use. And, it contains only sections. So you have your header with Hero Shot, UV, your email opt in, which is above the fold, your compelling, story, which is your origin story. Credibility and social proof, your work with me, which are your services page, your speaking, your programs, your content preview, which is, of course, is your blog, your your podcast social connect and then, of course, your footer, which is your you wanna end with a strong CTA.

Now here’s how each of them kinda tells a story. So you’re starting with the header, your hero shot, UVP.

Really, this is the first impression. It’s it’s what’s gonna grab their attention gonna explain what you do who it’s for and the big benefit. You know, we this is your, you know, why why choose me versus the competition. So you’re really setting the stage at this point.

There’s a couple of examples that I’ve included. You know, I help entrepreneurs, build and grow profitable platforms, very clear.

Build your business, build your wealth, live your dream. It’s clear. I love this one.

This is like a two point o. You know, welcome to the the Fitfather project.

It’s, I think that he he nails it really well.

Second is you’re featured in. These are your your media logos across, you know, right off the bat. This is gonna create that credibility. It’s gonna show like, hey, I can trust them. Like, what they’re saying is true.

A couple of examples, this is like kind of a what most people do, it works. It’s kind of okay.

This is a better example of it as featured in trusted by. Again, I love this version. I think it’s like two point o. It just it hits you.

So you don’t have fun with this, but you’re you’re really saying, hey, like, I not only understand you, but what I’m what I’m saying is true. You can trust what I’m saying.

Next part is your email opt in, so your you’re placing this next, it’s really that, like, the way to say, Hey, you know, like, get to know me a bit more. You know, you’re you’re in you’re giving that option right away. You’re hinting at that value. Hey, there’s more to come.

Here’s a couple of examples of your, your email. There’s million. There’s a the urban monk seven day reboot, get started now. Just, you know, it’s not much.

It’s just a way to collect your email and and, and get them into, or or start the the process anyways. Here’s your origin, your your hook. This is the part I love. This is your origin story.

On your homepage, you’re just gonna literally just create a little snippet and link to your orange and story page. And that’s really how that homepage is aligned as well. You notice that each section, it is correlates to the navigation as well. So that’s what you’re you’re doing.

You’re just linking to each one. A couple of examples of origin stories.

Here, here’s another one, how I got here. It’s pretty, you know, the these are revealing to the are, you know, he’s talking about his PTSD.

Just when I thought I was on top of the world, she’s, you know, she’s gonna go into, you know, what, her problems and She’s really trying to relate to people. It’s like, hey, they understand me. They get me, which is which is really cool. Here’s another one, the truth you may not know about me, and it’s it’s his about page.

And that’s these are gonna be your about about us page. Some people call it origin story, but I just call it about us. Here’s another one, Sharpen. He’s he’s a good guy, Sharpen, actually, I’ve met him a few times.

He’s pretty good training. Credibility, media logos. That’s the next step. This is just to, you know, we’re building on those initial crust, the credibility signals.

We’re deepening that trust.

We’re we’re starting to get into our expertise, you know, the the the impact, the solution that we offer.

Here’s a couple of examples as well.

We’re getting into best selling books, like, you know, the and and that’s the psychology here is your you’re thinking, hey, well, this, you know, you see someone with these best selling books. They must know their stuff, right? And that’s really the point of, of, publishing your book is you’re creating out authority in their eyes, and it’s just gonna make you a hell of a lot easier selling your products and services. Then we’re getting in a social proof this is the praise your photos.

Hey, if it worked for for them, it can work for me too type stuff.

Here’s a couple of great examples for Tony Robbins everyone knows Tony Robbins, your typical testimonials, then we’re getting into your work with me.

Now that they trust you, they believe what you’re telling is true. They think the solution is for them. Now you’re gonna start introducing what you do, right, and it can be anything from services, to coaching.

It really depends on on what you’re offering. Then you get into for our clients, obviously, it’s their services they offer. There’s a lot of spaces in cosmetic, so we would get into the cosmetic services they would offer.

Here’s the content preview. This is this is really about like establishing further and giving a taste of, you know, what what what they can learn by by, following you. So you here’s your library, your podcast library, learn from me. Here’s my blog. Then you’re getting your social connections.

This is cool. It’s just like, hey, you know, connect with me. You know, here’s here’s the value I bring. It’s your your making that introduction for them to to reach out, then you have your footer, which of course ends in a strong CTA, and you’re just reinforcing that again.

Couple examples as well. A lot of people don’t put the, they’re they’re called actions in these CAAs. You wanna be in the footer, you wanna make sure you do that.

And you can do this yourself. That’s the process we use for the home page. We do have a, a site map and sorry, spit draft and wireframe, which will will give you not just for the home page, but it’s all of the pages of the site.

How we do it is, again, I learned this from Joanna, is we we start with what we wanna say, and then what we do is we overlay proven copywriting formulas on top of that, and then you have a pretty compelling site, which is, which is gonna rank and sell and convert and do really well.

We’ll provide you with all of these tools at the end. So don’t worry about that. I’ll I’ll give you access to everything.

What I wanted to talk today was to to show you a concept of how this works and really using your using your the the data that you get from your surveys and and how you can use it, and not just just to show it’s not. It doesn’t have to be complicated, and how you can craft the UVP for your homepage yourself.

These are questions and I’ll I, I just went over, but I’ll share with them with you as well. So now and I’ll use ourself as an example. So we, we’re launching a product, and it’s called or a service called WP Total Care. And, we’ve been offering WordPress support for our clients now for a couple of years. So we wanna it’s worked really well. So we wanna take this a bit further. So we analyze our list, our current customers, and we thought it was small business owners with a WordPress website specifically with woocommerce.

And we analyzed this list, and we actually discovered it’s not It’s actually, brand agencies. They’re the four percent of customers that generate sixty four percent of our revenue. So after analyzing that, we just literally put, you know, brand agency. Then we we asked them the the specific problem, and and we wanted to know the outcome that they wanted.

And for them, it was, they’re because they they’re a brand agency, they do they’re clients, they’ll help their client with their branding, and it often ends up leading to online or digital media, often like a website or whatnot. So what they would do in the past is they would reach out to freelancers or they would work with freelancers and the problem is the the inconsistent results, you know, the the freelancers just disappear on them sometimes. So That was the main challenge they were they were dealing with. The specific result, they wanted they just wanted a reliable partner they can count on.

We we did speak to them a little bit more. We wanted to dig into the ultimate benefit, and it was like, yeah, they wanted to rely reliable partner, but in the end, it was so they could grow their business because they realized there’s this big opportunity they didn’t have the the means in house or they didn’t they didn’t want to invest in someone, in house so they really wanted that partner to help them grow and take their agency to the next level.

That, of course, led us to the the promise, and this is where we really we asked them, you know, what why did you choose us over the competition? And there’s a few things that stood out for them. The first one was we specialize in WordPress. Our developers have contributed to the core.

So that’s just gonna lend our expertise. And the big one was is we have a white label option where, they can they’ll use our services. Their clients don’t know because they’re white labeling, but the plugin that we they can use in the back end of their website. They can engage and speak to clients, and they can manage their client’s website through that.

So that was something the competition doesn’t offer, and those were, you know, the top three reasons people chose us. So, of course, that’s our promise.

The proof was up to us, and and that’s just when we’re doing the interviews. We’re just gonna, hey, you know, do you mind if we we we interview, you know, so we can we can tell your story, and we can share your story. So we’re gonna use those. We’re gonna use demos.

We have a lot of, we have a lot of examples of before and after where we’ve optimized websites, especially with Google’s web vitals as far as page based paid speed and and whatnot. So these are pretty powerful, and we can use those to really validate and and and show or prove what we’re saying is true, as far as our our promise. Right? And one thing I wanna touch on this is the the promise is really about, the promise is your, you wanna switch to unique benefits because there’s, like, there’s three types of benefits.

The first type of benefit is the benefit that your customers don’t care about avoid them. Second type of benefit are these are your price of entry benefits. So these are the benefits that they expect to see when they go to your site. So you need to have those.

It’s, like, the minimum that your prospect expects. Then there’s their point of difference benefits, and these are the benefits that you’re gonna use to beat your competitors.

So when we interviewed our clients, we discovered, you know, the minimum requirements, the minimum we need to to sort of play the game. And then, of course, we we discovered the the point of difference benefits to win the game. That’s the way I like to look at it.

And then, of course, the proposition, these are the products that, they wanted to see. You know, the this is a really telling question as well. And we have a lot of these. There’s different ways to phrase it.

But when you’re creating your offers, let your customers or, your leads, let them tell you the type of offers that you wanna create.

So just, you know, asking these types of questions and that they’ll tell you.

Then once you have all of your answers from the interviews, you’re literally just gonna, you know, here is their their frustrated, you know, agencies, quality. Right? They’re they’re they’re they’re frustrated with quality from freelancer. So all you’re doing literally is you’re taking that and you’re you’re popping it in. That’s it. And then once that’s done, you’re just gonna take this formula and then you’ll rewrite the formula, easy peasy.

And test this stuff. There’s different formulas that you can use. You can test them. You can rotate them. Make sure that you’re your visual here, your image is it shows the transformation or the outcome that they wanna achieve. And then, of course, you’re just highlighting your your point of different benefits under here, which I just told you about, as well. We specialize in WordPress where, we contribute to the core, we white label a plugin, and then, of course, you’re just ending it with another formula is to get the desired result that they want.

So it all plays together. The your you’re identifying just a recap. You’re identifying your ideal prospect. You’re and your ideal prospect you’re gonna start with is your most profitable. You’re getting into the mind of that that customer, you’re doing that by interviewing, you’re understanding the problem, the challenges, the frustrations, the outcome, not just that, but also their hesitations and concerns. And you’re asking all this stuff so you can really meet it head on, especially with, you know, if you if you discover that one of their concerns is that, you know, you don’t have a level of expertise in WordPress, well, you’re gonna guarantee that you do. You wanna align that as much as possible.

And you’re taking that survey data, and then you’re analyzing it, and then you’re using it in your copy, and you’re using it to create your website. And and that’s what’s really powerful about it. And then you’re just once once you have and you understand it, you’re just using proven copywriting formulas and frameworks, and that’s it. And then you’re just making sure everything follows, tells a story or, has a, yeah, tells tells a great story, and It’s, yeah, it’s a lot of fun. And then you get into your split testing and your, your testing and everything else.

Any questions so far?

Yeah. I have two.

Yeah. For sure.

The the first one? So with the stuff, like, around your IDel avatar, what would you recommend if you’re in a position where You don’t really know.

You haven’t worked yet with your ID levator. Like, you have an idea of them, like you’ve outpriced your current client, so you wanna sub new ones, but you can’t interview them because you’ve not worked with them before. Like, where would you recommend you start?

I can show you what we did. So we did, So we we, we scraped all of our competitors, when we first started doing it. Here, I’ll show you, am I still sharing my screen? Yeah.

I am. Okay. So we had, this what we did. So we went out and and just scraped all our competitor reviews and and we analyzed everything.

Right? And we we looked for, their USB, everything a to z. So that that’s what I would suggest doing. Is pretty telling as well.

Like, we we go pretty heavy into analyzing our competitors. We we we do everything from sign up for consultations we wanna know their sales funnel, their strengths, their weaknesses, because ultimately, you you wanna you wanna match them and then you wanna beat them. Right? And you you do that by understanding them and also listening to your customers as well.

That’s what I would suggest doing.

Okay. Thank you.

Who are your competitors, by the way? Do you know?

Not really because, like, I don’t know that my competitors are like copywriters. They’re more like coaches, or con consoled like So, yeah, I’m not I’m not sure of any any other copywriters, like, in my space.

Yeah. We go pretty deep. Like, you can you you’ll find them out, like, a good a good approach to do is, we use data to sort of figure who who is our competition, and then we we get into Once you know who they are and it kinda leads to the next one, like you can figure out their entire marketing strategy. It’s it’s pretty straightforward once you know who they are. And then that, like I said, that’s gonna lead to another competitor, another competitor, and then you just focus on the top twenty percent. That you know are dominating the market, and then that that’s where you start laying your recipe.

Mhmm. That makes sense. Thanks. And, yeah, the other question is just a silly little one.

For, like, having the logos underneath the, like, trusted by, do you need permission to do that? Like, assuming there’s nothing in the ended ending NDA that says against it? Like, do you still need to ask to include the logo on your page?

Not that we had, in Slack, someone we had, we talked about that as well.

Oh, really?

I used them.

Like, it’s not it’s if it’s if it’s legit, of course, I don’t unless there’s, like, an NDA or something.

Okay. Agreed. We use them and others use ours without ever asking. So Yeah.

I I’d never asked you, Joe, but It’d be good.

Cool. Thank you.

Yeah. No problem.

Anyone else? Any other shy folk who are off camera?

Shade, where did four percent and sixty four percent come from?

So it’s the eighty twenty rule. I don’t know if you heard about that. So twenty percent of your customers will eighty percent of your revenue. So what you’re doing is you’re taking that twenty percent and you’re applying the same formula again.

So you’re looking at your the twenty percent the twenty percent of that that generate eighty is zero sixty four. That’s where it comes from. So it’s just another layer. So a lot of people just start with that’s good enough.

But if you wanna get ultra specific, and the goal here is, like, to is to define your most profitable customer. And that’s, like, the you do that by analyzing your list and you use lifetime value as the metric. That’s what key that’s what’s key. And then, and once you know that, then you just you sort and you you pick one at a time.

Dominate that. Move on to the next.

Well, thank you.

Yeah. No problem.

I had a question. If we’re, like, redefining our offer or our niche, and we kind of try and we’re kind of trying to get something up would you recommend, like, still starting out to build out the authorities site with all the pages or sticking to, like, a one page site where we can collect leads before building out the fuller version?

We’ll start growing your list. Like, you don’t want to put it up right away. Like, don’t I wouldn’t wait until your site is, like, completely done. Right? Anything is good enough.

But that’s, like, you’re you’re saying before you do all the interviews and all that other stuff, like, before you Yeah. Put up what you have. Of course. Like, this is a process.

It’s not it’s, ideally, you wanna start with this, but you may have, you may have a site up. And you’re gonna go in and you’re gonna, you know, you’re not gonna tear it down. You may or may not, but it’s, is a process. Right?

You may start with a page.

You may say, hey, I’m gonna I’m gonna write my origin story, and then you you add that. You update your your Vode OS page. Right?

Okay. That’s helpful.

Shane, can I ask a visuals question?

Sure.

So I noticed I went to a lot of agency competitors.

I think who might be my competitors, and I noticed that a lot of them don’t do the person in the hero section. A lot of them don’t really have a whole lot of any noticeable imagery in the hero section really.

And I’m just wondering, like, I don’t have a photo shoot. I’m not scheduling one right now. I really don’t want to spend the money on it frankly.

At least not for a little while. What When it comes to the imagery, especially in the hero section, but even I guess going down the page in the home on the home page, any recommendations because I’m kind of at a loss. It gets me spiraling. That’s stupid.

I always see this. It’s either the person you know, like Joe has on hers or the agency competition like I said doesn’t seem to go by that. They didn’t have very little. So I’m just kind of struggling to figure out what’s the right image. Should I spend the money and go do something or I don’t know what’s your recommendation on all that stuff?

Don’t know. It depends. Like, it could be you could go stage as awareness and focus on, like, the outcome that they want. It depends on the industry too, right, on the space, like, or before and after. I’m gonna show the outcome gonna show that before and after. If they’re if they’re product aware they know the results, I’m gonna focus on why they need to choose me. Right?

That’s what I would start with. It’s not I don’t think there’s, like, everyone says there’s best practices, but I’ve we’ve done, like, testing, especially with Google ads and what we thought worked wouldn’t is complete opposite. Right? So, you know, I don’t unless Joe, I don’t know what your thoughts are on that, but I don’t think, you know, start with the basics, like, include your and just, maybe focus on the outcome, right, the solution they’re looking for.

Okay. Thanks.

Any other Everyone’s so quiet.

I mean, I will have to end this question. If your community’s there. So if no one has any more, I was wondering if you could talk a bit about, like, the types of guarantees you would offer as a service provider.

It depends on yeah.

So the the guarantees are gonna be, you’re gonna offer your guarantees to address their concerns, right, that your guarantee has to have a purpose, a goal, and your guarantee is literally to address their hesitations. Right? If they say they’re worried about this. You’re gonna offer a guarantee that, you know, that says, Hey, you don’t need to worry about it. That’s what it is.

But if they’re worried about results, like that seems to be the main thing, but it’s like, I can’t offer a guarantee around results.

What type of results?

Like, are they like well, I suppose actually this probably comes down to me targeting the wrong people.

Like, yeah, they just wanna know that they’ll that it will convert. But then I think that’s probably more where I’m talking people who with less money, who care more. So Yeah. I kind of answered my question.

No. Like, they’re they’re worried about results that they’re not gonna achieve the results sort of thing?

Yeah. Like, they just wanna know the copy’s gonna convert. Like, that that’s the hesitation. It’s like, can you make me more money?

So you can also guarantee something. Like, a guarantee is like, yeah, hey, it’s not just about results, but you can guarantee, so how I would answer that is is, like, I’ll show you what I would do, and then you can you can see there’s different ways to approach it I would show so say you’re a client, right, and let me open this up.

So I would say I would say to you, so I’ll pretend you’re the client. You’d say, well, how do you know you guys can see the screen?

Okay. So you’d say, well, how do you guarantee results? And I’d say, well, this is how I would address it. I’d say, well, you know, you’re working with us because we focus on on results.

You know, we we measure campaign success by ROI, and that really answers the question. Did you make money? And we we manage it around true ROI, not return on ad spend. So we take in account gross margin.

And you’re a business owner, so you’re thinking, okay. Good. This guy knows gross margin. He’s speaking my language.

And I would say, okay. Well, let’s say you work with us and we’re gonna launch a Facebook campaign. And then, like, yeah, we sent a thousand visitors and then would say we have it cost you ten thousand, right, to hire us. This is what you’re talking about is your conversion rate and say that your conversion rate is three percent.

That’s your landing page or your sales page that is gonna convert. This is how many customers, turn in, sorry, leads turn into customers. This is lifetime value. You’ll have to work with that with the client, and then let’s say it’s like sixty five percent margin.

So what I would say is while you’re hiring me for this metric, right? You’re hiring me because because most come in at around three percent. We’re gonna use that as a baseline, but we’re gonna have a control then, and we’re gonna work to increase that. So over time, you know, we can get that, say, from three to five percent and then watch your ROI.

It’s just gonna explode. But more importantly, what I wanna talk to you of it is I wanna make sure, you know, we don’t know how many your close, sales you’re closing yet. You know, if you’re only in most close around thirty percent, but like, hey, you know, you’re hiring me, we’re gonna work with you unconsulted at selling. We’re gonna put this at thirty five percent and watch your ROI.

It’s gonna explode.

Right? And so, and then we’re gonna talk about lifetime value, where we’re gonna do an upsell or something on the thank you page, and we’re gonna increase this by a hundred and watch the ROI.

So I’ve never what I’ve done is I’ve answered your questions. Like, I positioned myself as an authority. I’ve spoke his language, but I really promise nothing. I’d promise him that or her that we’re gonna have a control, and we’re gonna try to beat the control. Right? But I’m using my expertise to reinforce, like, hey, we’re all about results too. You see the subtle difference.

And that’s that’s the approach that we take. And it works really well because no other agencies talk like that. I can promise you. Like, no or marketers, direct response, direct response marketer would. But, a lot of, or copywriters, they won’t. But that’s that’s the language, that’s how I would approach it. So it’s a guarantee without you know, without a guarantee in a sense, if that makes sense.

Yeah. No. That’s good. Thank you.

No worries.

If I can just jump on that question Sure.

So you just walked through is what I walked a prospect through yesterday.

Good for you.

And it was it was good, but now that I now that I see you walk through it again, I realized I made some mistakes because my guarantee was more tying myself into a guarantee.

It okay if I share my screen and just show you Yeah.

Of course. Okay. Cool.

Okay.

So because the project is primarily just email marketing, So I didn’t include all those other aspects. So I just kind of took their list size, their profit margin, their average order value and their average orders per month. And I kind this is the so they’re currently doing nothing with email. So my guarantee in quote was, like, I’ll increase that zero, percent of revenue being attributed to email to twenty percent.

And by doing that, they’ll get a one hundred and forty additional, orders per month and this will equate to this amount in sales revenue and then profit. And then that was how I calculated the ROI. So for the ROI, just removed a monthly retainer fee. I gave them I did five six as a monthly retainer fee for that.

So I kind of tied myself into that percentage of additional revenue, like additional, email revenue, and I’m just wondering if that is dangerous as a guarantee to give.

Yeah.

I wouldn’t. I wouldn’t give that because you’re being ultra specific great. You’re guaranteeing, like, you’re guaranteeing the process. You’re guaranteeing you’re guaranteeing that, you know, you’re gonna do your job, you’re gonna do it well. And it’s like you have that level of expertise and that means that you’re gonna have a control. You’re gonna work towards beating it, and you’re gonna apply, like, proven frameworks, formulas, that’s that’s your guarantee. Right?

You you can say, like, you can, hey, imagine getting this and you can paint that picture and get them excited.

Right? Because that’s your ultimate goal. Like, if you’re not if you’re not increasing if you have a control and you’re not beating it, constantly, you’re not doing testing and stuff, then it the client’s gonna pick up on it. I would pitch that, but it is a subtle difference, though.

Right? You’re you’re pitching you. You’re pitching and you’re you’re using the results, like imagine, hey, and you’re building that excitement. But you’re letting them know it’s a process.

It’s built into into conversion copywriting. Right?

Yeah. I also gave, like, a timeline. Like, there’ll be some setup, there’ll be some setup time in month one. Month two. We’re just pull putting out the emails, so we’re still setting it up. So that guarantee was more of, like, ninety one twenty days from now. So that was kind of how I gave myself some room, but that’s still kind of dangerous.

I’ll say. Yeah. Just be careful on that. Like, you you wanna you’re gonna benchmark everything first.

And then you’re, obviously, you’re gonna benchmark because you need to show that you, you, you have to show success, right? But don’t don’t promise anything far as, you know, actual numbers. That’s that’s tricky to get into. Right?

I wouldn’t and then just promise, like, the the process, the how you’re gonna get in there, you’re gonna you’re gonna have these benchmarks. You have your controls, and you’re gonna work to beat them, and this is how. And then the how is conversion copywriting, right, the interviews, the the, voice of customer, all that stuff.

Okay. So if I can ask, what would you advise I do at this point? Because I’m having another call with them to, like, close the deal.

So kind of how do I back myself away from it, but still offering some kind some kind of Well, this it’s the subtle approach.

Like, just say like, did you say you’re gonna get I don’t know. Did you say you’re gonna get these exact these numbers.

Like, you’re gonna I guarantee within six months, you’re gonna have So it was a three month timeline for at least ten percent of revenue starting to come from email because they have a big list and the list is warm and they’re all How much revenue are they making now?

Like, do you know that?

As a company as a whole?

No. From the from that. Like, if you what is the the current yeah.

They’re they’re barely doing anything with email right now. But sometimes they send offers to the list and it convert and they convert. So that was what I was thinking.

Oh, I’ll be How big is their list?

Ninety k.

Oh, I don’t know. It should I don’t wanna say I I don’t know. I’d that kind of stuff, like, it’s I’ve I’ve been burnt on that. Like, it’s like you you think and it just I always pitch the process, like, see if you can you can sort of if you promise them already, like, see if you can dumb it down a bit maybe and just say, hey, you know, here’s here’s the benchmark. Here’s what we’re gonna start with. I’m gonna apply these. I’m gonna do this to try to get it to this, and this is hopefully what we can expect.

You know, but reminding them, hey, this is a process. Right? You can’t you can’t guarantee your but that’s the beauty of your process is you have a control and then you always work to beat it. Right?

That’s the way I would position it.

Okay.

Sounds good. Thank you. Yeah.

That’s a tough one. Like, it’s not, Right? I’ve been burned. I’ve back when I started my career, like, way back when I I learned a hard lesson from that. Just not to, not to.

Thank you. Yeah. No worries.

Any other Any questions on the process on the on building the site, using VOC, the survey data, Anything along that lines? On do we’re doing this for your your clients as well. This is also a service that you can offer to clients.

A lot of those pages, you’re just switching it up. Right?

They’ll have certification. We do this a lot for, for our clients.

Shane, if I can ask a question sorry. That’s, kind of adjacent to Abby’s question about, like, dumping audiences.

Like, so I did a competitor’s content analysis, but like what Abby was saying, I find that a lot of people making similar promises to what I’m claiming I can do are Like, it’s not just apples to apples with other copywriters. It is other digital marketing agencies.

It is coaches. And now, obviously, I’m getting, like, mega targeted with ads for everybody who does anything close to what I do.

So I just I guess, like, do you have any tips for narrowing down the competitors that you choose for that analysis or because obviously we only see the front end. We don’t know how successful that they’re they actually are or what kind of market where they have, or which ones we want to be comparing ourselves to and differentiating ourselves from.

Well, what do you it’s like, what are you defining us? For us, it’s revenue, right, market share.

What you can do for market share is you can look at their brand terms. Usually, phrases that people, brand term is not just the their name or their business name, but also the products that they sell. And you can gauge that as popularity. That’s that’s an option.

What else? If if you’re looking at revenue, there’s social shares. You can see how how popular the content is as well. That’s what we do. But you’ll find that once especially look at Google ads if they do spend a lot on Google ads, especially especially Google ads, not so much Facebook, but look at Google ads, and if they’re if they’re advertising, they usually know their stuff and then look at people also advertising within that space and then you’re gonna start to see patterns, right?

Especially in a competitor space, like if they’re paying six, twelve bucks a click, they’re they’re making sure it’s laser focused. Right? Yeah. That’s what we do.

Yeah, it just it it takes a while, but you’ll find it it it kinda leads one to another. Right? And then you do have to beat them though. You have to analyze them and you have to figure out, hey, like, you there there is your price of entry.

That that’s what, like, your prospect expects the the they come to your site. You have to meet this minimum requirement or they won’t consider you as an option.

You have to have that. And, give me an example. We had a executive health clinics. So there are certain people, these are private clinics in Canada, So there’s certain things that they expect a private clinic to have to even consider them.

Then you have to look at the competition. You say, okay, what’s something I can offer that’s gonna beat them? That still resonates with my ideal prospects. Something they want, how can I set myself apart because you need the apples to oranges compared person, right?

And if you’re in coaching selling products, that’s what’s going through their mind. Like, either saying, okay, I trust what you’re saying is true, and their product aware. I I trust what you’re saying is true. I I wanna believe what you’re saying is true, but like why should I choose you over the titian.

Why should I choose you over this coach? You know, why is your solution different or how can your solution help me solve my problem better than them? And that’s where you can differentiate yourself with, like, your USB.

But it’s not just your USB. It’s like how it works, like, how your secret sauce, your coaching program, how it helps them solve their problem. Like, it’s the secret that you’ve discovered that helps them solve their problem and get the outcome consistently better than everyone else.

And that’s something that’s pretty powerful and that’s that’s what you can use to separate yourself. That’s what we do.

And then you have that distinction. Right? You have your point of difference, your point of entry, your USB to sort of sum it up and then you use your credibility boosters. All the stuff like Joanna certification, your testimonials and stuff, you’ll use that to kinda support your your your u s p, like your apples to oranges. Does that make sense?

Yeah. Yeah.

So yep.

Being of, like, that’s that’s essentially where you’re going in for the differentiation.

Bingo. That’s that’s the good way, especially, like, if you’re in a coaching, that’s a level three market sophistication. And what that means is, like, people don’t respond to benefits anymore. They’ve heard it all.

The only thing they respond to and it’s getting to, but they respond to how it works. They wanna know why your solution is better than the competition, then they want to dig in because they want to learn it, right? You’re selling them a process, you’re selling them a secret, a results recipe, whatever you want to call it. That does x y z better than everyone else, and you need to sell them on that, but that’s going to create your apples to oranges.

A lot of your competitors will use like everyone Hammers home like reviews testimonials and stuff, that stuff is important. Yes. But you’re using that to reinforce your your your USB. There’s a subtle difference, but it’s really powerful.

Like, you’re using, you know, these credibility boosters to say, yeah, what they’re saying is true. Her solution is better than the competition. There’s a big difference, right, and then it’s reinforcing it. So that’s what I would do if you’re looking for that apples to oranges comparison.

Said, does that help?

Yep. Yeah.

Did do you have it unique? Like, have you have you thought of it? Like, how are how are you separating yourself from the competition? Like, what what angle have you taken?

Like, which angle am I not taking more? I think more about choosing like, I do on my talk about my process. So I have like, you know, immersion, creation, refinement is like my three step process, and I talk a lot about was of customer research in my marketing because I found, like, when I had that messaging, a lot of my competition was more about, like, speaking your troops, you know, and I was like, no, boo. Don’t, like, it’s not about your voice. It’s about your your market’s voice.

But I feel like yeah. I’m looking for what that needs to be now based on ongoing conversations about what my, one thing is gonna be.

Yeah. Like, why it’s if you can’t if I asked you right now, why should I choose you over the competition?

Can you, and that’s that’s the question, right?

And it’s like, and it depends on what you’re coming to me for.

Like, I that’s where so I’m I’m still in the mud about, like, what the offer is going to be. So I feel like I don’t know how to differentiate I’m, like, is it the dumpster you call energy? Is it the, like, something else?

So Let’s see what you’re saying.

So you don’t you’re you start you’re trying to finalize your offer. And then once you know your offer, what the the what, then you’re gonna then you can get into the sorta, I see what you’re saying.

We we do have, like, the the list that we’re sending you, I’ll share the screen and show you on his guys on it as well. We do have, some really good questions broken down by stages of awareness that will help you discover that stuff. And you can send where are we here?

Yeah. But also, I’m gonna send I’m gonna send all the the tools. But basically, those there’s ton. There’s over a hundred and they’re they’re different questions asked by different influencers in the space, and some of them are really good to discover the stuff that you should be, selling, right, to to create your offers as well. Maybe use that as a guide to get started.

Okay. Thank you.

If that helps.

Yeah. And if I may I might I have, like, the results of my competitors’ content audit in a spreadsheet. So I’d love to share that in the group if you wouldn’t mind, like, if you see an where you’re like, oh, there’s com then deems coming out.

Have you, have you analyzed, like, have you looked at what their USB is?

Like, do you know what their, have you, have you learned anything, like, looked for any patterns, or I, no, I don’t say that.

I don’t think there’s like one trend that I could take away. It was just like while there are so many people coming at this from different angles, that I feel like we’re all constantly the same thing. So where am I gonna go in my approach.

And who, like, describe your ideal prospect, like, in and and that was part of the exercise as well. Like, describe them in one or two sentences. Like, who who are they? What’s what’s their problem? What’s their frustration? What’s the outcome they want?

I would say established business owners in the online space. So usually course, coaches or experts who have a coaching program.

Who wanna go from, like, low six figures to multi six and seven figures with a signature offer you know, and they want their launches to feel easier and they want more consistent sales coming in everyone. So generating that monthly recurring revenue.

Absolutely.

They reached a plateau where they’re just not their signature offer isn’t they want to take it to the next level sort of thing? Okay. So that’s good. So now you, like, you’re you’re laser focused, right?

You’re focused on on a specific audience, like within a you know the income, the revenue that they’re generating from their offer. So that that’s a great start. I just figure, like, what how can you what so your offer is gonna help them, increase revenue. It’s it’s gonna help them get to the next level of benchmark of revenue that you’re you’re gonna whatever that is.

Right? Like, how does it how do you help them solve that? How do you help them get the outcome? And that, have you figured that out like your process?

No. Well, because that’s the thing. It’s like, which so far I’ve just been doing I’ve been, like, specializing Everybody I work with has a signature offer, but I have done all kinds of different things for them.

Like, the sales page, the launch emails, the I got you.

So I’m like, what is my best? I know the who, but, like, what is my best call for for that audience.

Is it more the how? Is your is the is it should just switch that maybe to how? Like, you know, you know the problem, you know the outcome, and now you have to craft an offer to help them achieve that outcome. And that that that is gonna position you or separate you from the competition. Right?

So if they want to, you know, what is what is the how that I feel confident I can deliver on? Like, what’s the how, you know, So what so what’s the exact outcome?

Like, in one sentence, what’s the exact outcome they want? In one sentence, if you can.

Doesn’t be perfect, but, like Oh, I’m gonna just so here, because I’m gonna use the words she banned me from using, which I’m, like, profitable signature offer.

Right? The to be to be getting back to, like, taking home more money from their existing launches, their existing offers.

Add more to their plate.

Okay. So that they’ve reached a plateau, you’re gonna help them get to the next level, whatever that is. Now you need to now you need to tell me and that’s your secret sauce. That that’s your u s p.

Like that or it’s a common it’s a combination of how it works how specifically that’s your offer, how specifically are you gonna help them achieve that? Because you have a secret you have a secret sauce that you’ve discovered and you’re gonna work with them and you this secret recipe that you have will help them consistently get the results and they don’t know it. You know it and you’re gonna share it with them. And that’s why you’re gonna create that.

I would say, like, stronger core messaging, like, doing the voice customer research and doing this, like, groundwork and then using that to inform their overall core messaging.

Sure.

Then updating the sales page based on that core messaging, making sure that they have audience attraction mechanisms in place so that they’re attracting an audience that’s gonna want that ultimate offer.

And then what I have currently been calling, like, golden opportunities, but it’s essentially like strategic sequences that upsell, like, upsell cross sells systematized, like, behavior based sequences on the back end to increase the lifetime value of existing customers.

Yeah. Like build on, it’s the that’s just build on that. Like, what you’re creating is your offer, right, and you’re explaining to me how it works with the ultimate goal of of if it’s to increase increase ROI, like, if what it you’re and you’re aligning a metric or a certain lifetime value, you’re aligning a metric to that. It’s very clear and just build that out.

That’s that’s how you’re gonna create the separation and then use your, use your social proof and your credibility booster to say, hey, yeah, what she’s saying is true. This stuff does work. And that’s what you’re gonna sell. You’re selling you’re selling a system.

Right? That’s the apples to oranges. So it sounds like you have a good idea, but that’s the fun of figuring it out. Right?

Like, it’s like if we have GMB as a product type service, so our secret sauce is, like, we go into Google’s web vitals and how, you know, every component of your GMB page, I’m gonna do a session on this. Every component of the GMB page, you know, we use proven copywriting formulas, your Citi page. We use a proven copywriting formula that’s guaranteed not only rank organically in Google, but when people go to the site, it’s gonna convert. And then we set up this.

So we’re we’re telling story and we’re saying, Hey, hire us over the competition. We have a proven process with secret sauce that’s going to get you the consistent results you want. This is why you need to work with us. And it’s like the secret, right?

Or what do they know that? I don’t know. And that’s that’s one of the tricks for product type service as well. Right?

You’re just you’re taking that offer and you’re you’re turning into something great. You ever seen that those shows, how it works on TV? Remember those TV shows? That’s that’s exactly what it is.

Just think in that way. You know, it does this, does this, does this, and it helps them get better than anyone else. And that’s that’s how you really can, beat the, the that’s what I do. That’s that’s how you beat the competition to put a spin on it.

Does that help? Does that make sense?

Or Oh, even just talking through it has helped a lot.

So thank you.

Yeah. No. No. It’s, and that’s, yeah, put it up to, like, competitors. It’s always good to get a second eye on it.

I can look at it from a SEO like perspective and I can tell you, I’m happy to look at it and say, hey, definitely put it up so then everyone can benefit from it, but we’ll look at especially keyword data and Google ads. It tells a lot and you can use Google trends. Tells it all, we can look at their brand terms. Brand terms are great because it’s really gonna tell you, the popularity of their their products and services.

Right?

And especially their coaching programs, you can get a good idea on on, the popularity just by that alone, right, and Google tells you all stuff. And then you can do trends and you can compare it to everybody.

Yeah. So, yeah, put that up. I’m happy to do that.

Any other, any other questions?

No. Okay.

Or any, yeah, true.

Really quick question.

Do you do you recommend, like, having our certifications and badges on the site?

Because, like, Like I’ve always just had them because it assuming it improves credibility, but then I’m also like, do my clients like care that I’m a certified conversion copywriter like, oh, does it just make me look more amateur?

They they care about themself. Right? They don’t they they just wanna, like, ultimately, they care about them and it just, yeah, it helps, but use those to reinforce what you’re saying. Right?

It’s not the end all. Like, it’s not it’s it doesn’t is it is it gonna help? Yeah. Like, is it gonna help to have a logo from Joanna saying like, hey, you know, she’s certified of course.

It’s it’s just gonna say what you’re saying is true. Right? But you’re gonna use that. What we talked about earlier is, like, kinda reinforce your your system, your secret sauce.

Right? That’s the way to use those. Those are like tools to to really support, your messaging. That’s the way I use them.

Right? Like, your credibility booster is gonna build authority and trust your social proof is gonna it’s it’s gotta prove what you’re saying and true. Those are numbers backing it up.

That’s that’s the way we use them. So, yeah, use them. Of course. What are you worried about looking amateur with them? Like, in what way?

I don’t know. It just feels a bit like, hey. I’ve, like, done a training. I don’t know.

Do you know what I mean or is it just do?

Like, I’ve had this conversation with a few people, but is it time to take them all? Like No.

You’re okay. So you gotta you gotta your copywriter. Your your director’s you’re you’re a copywriter. You gotta spin that. So you’re not certified, Joanna.

You’re you’re trained in the the most advanced copywriting technique on the planet. Joanne is considered one of the top copywriters in the world right now. You were personally trained by her. You know her like her like that’s the way to to say it.

That’s not training. Right? These are these are your secret weapons, your secret sauce that you can help them You know, you know, this stuff. That’s the way to position it.

Don’t position yourself as a we’re all students, but you use them to build your authority. Right?

Yeah. That’s such a good point.

Yeah. Like, say, like, we, Google Google ads, like, we work in the EMR. So she’s she handles our our Google ad stuff. She’s top three percent in, Google ads in the world.

Right? And she puts up her Google ad certification, right? And she’s she says, here’s the certification. This is part of the reason why on top three.

Because I take I took all this training. I stay up to date. You know, I look at current trends and I know my stuff. Right?

These are all the books I’ve read in a year. You know, I read hundreds of books just to It changes. It evolves all the time. And she does that because she knew one of the one of the issues clients have is Google ads changes on a dime so fast.

Right? So she’s like, hey, don’t worry. I know this stuff. This is I I look at all the training I got.

So she’s using that to reinforce her messaging. Right? That’s the way to look at it. And try to incorporate it that way.

Sell yourself.

Right? That’s the it’s it’s all it’s all useful.

Boom. Cheers.

Yeah. For sure. What is there a logo that’s like specific one that you’re worried about though to put up?

No. Just like my copy Acres ones. I was just like, is it?

Hobby Acres. Of course.

Join is like if it it’s, of course.

I just I think it’s because, like, because I’ve got my testimony from Joe, and then I’ve got her, like, the featured in, and then I’ve got the training as well. And I’m, like, is this just making it look like I’m just like all copy hackers? Like, do I need to kind of get out of that umbrella a bit and have like, different certifications, because then it’s like, I’m trained by her but also, like, work from her. And it’s like, I don’t know. We’re just and a power note about it.

Build on it. Like, we do there’s a we work with some, especially in, like, the b to c space, like, where we have a results page and, like, half the page is, like, is credibility and we we paste that stuff. Right? Everything from, like, organizations, and it just everything helps.

Right? It’s like that, wow. Okay. This person knows their stuff. Not a an issue, but yeah, put that stuff up.

Just just make it if you can try to make it, try to connect it to something, right, to reinforce your messaging in some way. If you can. But, yeah, copy hackers, that’s a huge one. For sure.

Okay. Yeah. I I think I need to just put, like, a cross head above it that Most of them. Yeah.

Thank you. How did copy hackers has how is it? How does it help you get results for your clients?

Woah. It’s yeah. It’s like the conversion stuff, isn’t it?

Like, there is the the method, but I guess it could, like You network daily with some of the best copywriters on the planet.

So if you have a problem that a client needs to solve, you think you could jump in on the Slack channel and ask a question?

You have access literally to some of the and that’s that’s you see how you positioned it, and it’s true. It’s not just a logo. It’s like it’s what they have access to, what you have access to. It’s just acquired knowledge, right? And that’s the value in this stuff, and that’s the way to position it. This group.

Right? You know what I say? It’s big bucks to do you they couldn’t just go in and ask Joanna or someone question. No.

You have to you you pay them big bucks. Right? You can that’s the whole point of it. Right?

Does that make sense?

And I I mean, yeah, like, I have wondered about that.

Like, about whether I can kind of say that, like, because I’m offering like, but I’m offering like a consultation package at the moment and it’s new And I was thinking, like, can I throw in, like, that I have access to, like, some of the world’s best copywriters?

Or is that No.

You think that’s It’s true.

You’re part of you’re part of the the the the copy hackers pro community and you have a private invite only Slack channel. And in that channel, you always share tips and advice and you work together and you work with some of the best copywriters in the world. Which I’m saying that. Of course you can.

That that that’s a huge and that is your that’s you started to, that’s one of your USPs. It’s one. You can have you can have ten of them, but that’s you’ve just said it. And let’s let’s so now you’re saying, hey, I have access to not I wouldn’t say access, but you’re part of this private community invite only and then you you gauge what we talked about early results.

You you it’s a proven process where it’s built off of control, and you measure success by ROI, and it’s you’re you’re promising something but you’re not. So right away, that’s what we do. I just beat the competition on two usps. You can’t touch me on that.

Right? And especially the one that we talked about with the ROI agencies don’t talk like that. They don’t they don’t understand the concept. And then if and then if someone does beat me or match me, then I get in the consultative selling, say, don’t worry.

We’re gonna work with you because we know the sales close ratio is what has a major impact on your business. So we’re gonna we’re gonna take that sales close ratio from thirty to this. And then someone else matches me, then I’m gonna talk about, hey, we use proven copywriting formulas. We’re gonna increase that lifetime value with some upsells.

So it’s like you’re always you’re always beating the competition in a step ahead, but you’re you’re creating tons of value for yourself. Right? Does that make sense?

Yeah. Yeah.

Yeah.

So to piggyback on this real quick, Shane, do you see this is like making a claim about having access to this kind of ongoing skill development? And then you use the certifications as like a trust builder after next. You’re gonna wait here it that way?

Or Yeah.

Like, say, what I would say is, and and I do say it. Like, what are you? I’m a I’m a copy hacker pro coach. You know, we we we have a private community.

Like, you’re you’re stating the obvious. Like, I wouldn’t say it’s like be careful how you say it. Right? But that’s that’s a fact, right?

You have and that’s a lot of value for clients, right, especially when you hear invite only private access, exclusive. They love that stuff, right? And it’s true. We we help each other.

We work with we do work with some of the best operators in the world. There’s there’s no reason why you can’t say that. It’s true.

Right? And it just it just one more thing to add that. It’s like your u s p. Right? It’s not the tell all, but you’re using that to reinforce. That’s what I do. I don’t see an issue with it.

Yeah. Makes sense. Yeah. Does that does that answer your your question?

Yes. Yeah. And it’s like it’s always there’s so much, and it’s like you sell yourself. Like like David Olegov said, if you can’t sell yourself, you can’t sell clients, and there’s there’s opportunity.

Everything you do, there’s an opportunity a way to position it that sells, right? And it’s it’s done tactfully and it’s true. You don’t lie, but like there’s so much there’s all of these masterminds that people are part but then they don’t mention it. And it’s not a mastermind.

This is an exclusive group of some of the best trained experts in the world, and you’re staying up to date on the lay industries because the industry changes on a dime and as an as a specialist, you know, you need to stay on top of that, you know, and and not and then you back that up with you know, the certifications, and this is why you’re getting the certifications. So, you know, and it’s it’s pretty powerful stuff, but you’re telling a story. Right? And then you’re you’re using that all of that to reinforce your your messaging, your, what I call your, like, your secret sauce, your secret recipe, We do that with GMB all the time.

Right? Or, like I said, our product type service. Right? We have certification I’ve never heard of.

Like, I’ve, they don’t they don’t know. It’s probably, but it’s I’m part of forms, I’m part of communities. I’ll join up to, there’s one I wanna say it, but I’ll join up to this one community which is really well known in the GMB space, and it’s like fifty bucks a month, but I I’ll pay the fifty dollars a month because it it’s really well known, and it’s a credibility booster. It reinforces and it helps us sell.

Right? It’s so there’s that’s the way to position the stuff. Right? There’s opportunity with it.

Does that help?

Yeah. It’s awesome. Yeah.

Any other, Any other questions? Anything?

This is more of a comment. Sure.

I think we know you as the process guy, but I think you might need to be.

I think you’ve, in my mind, you’re now also, how to sell yourself. Like, you’re really you might be able to teach a course on how to sell yourself because you make it sound so easy and convincing. You know, when you talk, I’m like, nodding alone. Yeah.

I’m like, that’s so true. That’s and then, that makes total sense. And then I walk away. I’m like, okay.

I don’t feel as confident anymore. And I what was he saying again, but you have when you’re talking, In the moment, it’s so convincing. Like, yeah, what you say is true and it sounds it’s not made up. It sounds good. It’s not made up.

I don’t know. Anyways, all I’m saying is I feel like maybe there’s an opportunity for you to teach course on how to sell yourself?

Yeah, we did. It’s consulted. We had consulted it. So thank you. Thank you, by the way.

But as we, we started PR and then it went in the consultative selling. And consultative selling is really like direct response. Like, a lot of this stuff comes from, you know, Joanna said to me, study direct response.

That is the the the holy grail. Right? And it’s it’s all about eliciting a response. You want them to take action to do something.

And to to to get them to take action to do something you need to understand them. It’s getting in their mind of the customer. It’s that simple. And once you know the problem and solution, their hesitations and concerns, and you draft a guarantee.

Good luck. And then you create a USB, like, to solve their problem and you show this as a secret sauce, why wouldn’t they choose you?

Well, when you talk about it, it sounds so obvious, and it makes a lot of sense.

But I just I don’t have that same confidence when I walk away.

From this session.

I don’t know if that makes sense.

Yeah. But we can I can help him with that? It’s like, it’s not, yeah, the thing with this, like, director.

You’re talking this up and you’re talking our experience, I’m like, yeah, that totally makes sense. That is exactly right.

And then somehow I lose it from, like, it’s like because there’s a lot going on.

Right? There’s there’s so many moving parts. Like, when I was in the space, it took me it wasn’t until, like, three, five years till I, like, when I first took Joanna’s training, like, it’s, like, fifteen years ago, I didn’t know I was, like, I would I would take the training session and be, like, what the hell? Like, it’s, like, I was like, I I remember going to training saying, like, this is so complicated.

Like, you have to almost be like a scientist just to understand that stuff. And then eventually, it starts to click. And then eventually you understand the stages of awareness. And then you understand stages of awareness are all about, you know, what does the customer already know?

It’s that simple. And then then you think, oh, they already know. That’s okay. I I can answer that question.

And once you know what they already know, now you can start selling them. Right? And it’s like and then you see patterns. Like, for sales, we use Joanna’s question all the time.

Like, you know, what brought you here today? Shut up and listen. They’re gonna tell you the stage of awareness. And if they’re like solution aware, they’re gonna say, you know what?

I’m considering different problem, different solutions. I’m considering you but I’m also not sure if I want this procedure or not, you’re like, okay, solution aware. So you’re not gonna hammer home why you’re different. You’re gonna sell the solution.

But definitely gonna say, you know, I’m comparing you. I’m sold on what you guys are doing. Comparing you to this clinic. Okay.

Your your product order. So I’m gonna sell our USB. Why are we different? Why should you choose Oz?

If they’re most aware. You know what, Evan? Yeah, I’m convinced to go with you guys. I’m just trying to find like a date.

I’m looking for my schedule. What they’re really saying is I want a discount. Hey, we have a limit, we have a date opening up next week. You’ll save three grand.

Can you make it young problem, right? So that by asking, by understanding those stages, you can start crafting messages, right?

And then you can start to see patterns in it as well. That’s what that’s what I would start anyways. Like, are you familiar with the stages of awareness? How they work?

Yeah. Yeah. So I learned like study that. There’s a good book I’ll post on the the Slack channel.

And it goes in the after I read that book, it really hit home. And they break he breaks it down in in detail on how to use it as well. And start with that foundation, and then things will start to and then just to understand, you’re just in the business of selling problems. You’re not in the business of, of selling you or solutions.

You, you solve problems. And then and then your your job is to is to figure out and show them how your solution solves the problem better than anyone else. And that’s your, that’s your secret sauce, your u s p, right? That’s it.

And then that’s the fun part, this, the, how it works, the, the secret recipe, the thing you’ve discovered. And then and then you’ll find you’ll just put a different spin on it and someone will beat you and then you’ll put a different spin on it and you’ll put a different spin. Right? I think there’s like five different versions of the rule of one out there.

I know. But when you explain it, it does sound so easy and obvious.

No. But it’s but it is.

It’s kinda like just focus on those I love the confidence.

No. But it’s but focus on the on this on a it’s a simple pros. Like, even the process I just explained to you, what did I say? All you need to do is you need to figure out who your most profitable customer is.

You need to interview them. You need to once you understand them, you create a profile and avatar, so you can target them. You include demographic cycle graphic because you can use the demographic for campaign data like Facebook, use a psychographic to get into their mind and sell them. Then once you know that, you just create your USB because now you know the problem.

You create your solution. And then you just you you make sure that that solution beats the competition, but you’ve analyzed the competition because now you know what they’re all saying. So you make sure you’re saying the same thing except you’re going a layer above that and you’re beating them with your USB. And because you spoke to them, you know exactly what to say because your customers are gonna tell you.

Right? Simple things like, you know, what what features did you like best? Shut up and listen. They’re telling you why they chose you right?

And those those are those start building on your USB, and then one of those features may be the secret sauce that you get into how it works.

Right, and then you start building layers. That’s it. And then you use a couple of key metrics, like the metrics I showed you on the calculator, there’s only like four there’s three metrics. There’s conversion rate on your your thing. I’ll show you show you quickly as well.

And this is a good one as well to get into. Like remember this as because don’t get focused on. You can see the screen.

There’s only a couple of metrics that move. And as a business owner, just this is like remember what I’m telling you. And when you talk to a client, special a business owner, this is how you sell them. K.

There’s only a couple of of metrics that move the needle in your business. And if you increase any of them five percent, you see explosive ROI. Okay? The first one is your conversion rate.

This is your sales page, your landing page. This is what they hire you for to bring that in. Right? So if you increase this by another five say say you put this to ten percent, Watch how much more you make the client.

A lot of money.

Okay. The next one is your close ratio. This is and this is where agencies fail. They’ll send tons of leads, qualified leads.

But if those leads don’t book, what’s the point? And that’s where agencies fail, but business owners know this is a problem. They’ll say, well, everyone promises leads and you say, well, we’re gonna measure this ratio. And this is this is this is important because this is your close ratio.

And we’re going to apply consultative selling. We’re going to put this to fifty percent, and they’re all they’re all between twenty and thirty percent, by the way. That’s just you can count on that. We’re going to put this to fifty percent.

Look at their ROI. And then they also understand lifetime value and you’re how do you increase lifetime value? We know this stuff. You, you put a order on the thank you page.

Opsol, right? And you increase that even by another one hundred bucks explodes and then this is the secret sauce. This is agent part businesses will know what you’re talking about here is everyone puts this as a hundred percent. Right?

This is your your profit. So everyone uses this metric, but that’s not ROI. That’s return on ad spend. Even Google gets it wrong.

So you’re telling them, listen. Your lifetime value is two thousand two hundred. I know not all that is profit. And they’re like, yeah, exactly.

That’s my gross margin. Exactly. So let’s put you in and there are these remember these numbers, these are the same across the board. Okay?

Your gross margin is around sixty, sixty five percent. Yeah. Yeah. Maybe fifty between yeah. Exactly.

It is. Okay. Great. So we’re gonna put you at sixty percent. I like to be a little conservative.

Let’s put you at, say, forty percent. K? And Now I know your net profit is gonna come around say like twenty, twenty five percent. Those are that’s available information as across the board.

Those are pretty standard numbers. And now the business owner is going, oh my gosh. They totally get my business. They understand me.

Right? And this this is what I just showed you as direct response, you’re showing results, you’re showing value, right, but you’re selling this is part of our USB. This is one of our secret sauces. Right?

We’ve now it works every single time. Does that make sense? Like, it’s how it all works together?

Yes. Just learn those things. It’s it’s not complicated. Conversionary close ratio, lifetime value, done. Those are the only metrics that matter in the business.

Nothing else matters, right? And as long as you’re driving qualified traffic, this matter. You control these, and it’s, it’s so simple and so easy. And then work with them on this, this, this, this, and you’ll notice that when you get businesses busy, because then you you start flooding them, then it’s always an operational issue.

They start to break down because they can’t handle the volume, right, and then their profit margin searches and then you have to work with them to build that up. But that’s when you get into, Hey, I want I want a percentage of sales.

Right? So a lot of clients that we what they used to be clients, but now we we do profit sharing, right? But make no mistake. I know the numbers because the first conversation you need to have with a client, the very first conversation is what’s your lifetime value?

What is your sales close ratio? What is your conversion rate? What is your cost per lead? What’s your your your cost per acquisition?

Right? Because if you don’t have those conversations, you can’t advertise and don’t count on Google to tell you. Google’s system is optimized around cost per lead. Sorry, cost per acquisition.

In your space, in our space, it’s actually cost per lead. You have to go back a layer, but Google doesn’t tell you that. Right? Don’t even measure six that you can import your your ROI into Google ads.

You can do that stuff, but Google that’s like hidden secrets that a lot of people don’t know. Right? There’s another USB, We know this stuff, right? So that we work with clients.

So when we do Google ads, we we measure success by ROI. True, did you actually make money and we link it to the CRM. So I wish I could show you. We have a client who has, this one, our u s p.

So we have a, CRM, So what we figured out is we take lifetime value. So when their patient closes, what we do is we we use Google as API and now we know the exact keyword that that close so we can tie revenue to that keyword. See how powerful that is? And then we can use that metric inside of Google ads to start optimizing campaigns.

That’s data driven. There’s our other that’s another USB, why you should choose us, and you keep on building on that.

Make sense?

Yes.

Yeah.

I just wanted to mention, I really love this method of selling because it makes it feel more logical. Like, look at the numbers.

Like, if you’re turning away from these numbers, then you’re actually making an illogical decision So I really like this method. Yeah.

I’ve never met a client who put me in front of an agency, put me in front of a if if I put me in front of a client, client, like, who works with an agency, you go through this, they’re gonna sign up with you. We still have a client Joe sent to us fifteen years ago. Right? And it’s not that we’re, like, super great at what we do is because we know the numbers, and we just, like, I don’t I don’t even like Google ads, it just once you once you know and you tell Google, I only want you to optimize campaigns based off of revenue using first click attribution to the original channel.

You you can’t lose, like, you you you’ll make money. Right? And then it’s just monitoring those metrics and going and just don’t over complicate but I didn’t invent this stuff. This is like stuff that was talked about in the forties and fifties.

This is direct response, pure and simple. It’s that, it’s that easy. Joe put me onto that, and study that art, study, and then you’ll start to see the patterns, and you’ll see how simple it is. Understanding a problem, offering the solution to solve that problem, separating yourself from the competition, monitoring these metrics, growing your list, selling to that list, sorting by lifetime value, most aware audience, that all that is is is the people, there’s two types of most aware.

There’s there’s the the the people who are on the fence, they wanna purchase with you. Maybe they were they were recommended by a friend or something. They’re convinced you’re the solution. They’re most aware.

They just need a discount. And the other most aware is that they’re on your list they’ve purchased from you previously. Find out who they are, segment by that. Those are your repeat purchases.

Those are your most of our audience, and then just hit them with discounts. That’s it. Where’s the thing on this? Do you see this right here?

I don’t know if you see my screen. Do you see this?

So this is brilliant. So this is like how simple it is. This is from IBuy direct. I purchased these, glasses, I buy direct, and every month I get a card offering a discount.

I’m most aware. I am their most aware audience I’ve purchased. They’ve segmented because I know I’ve made multiple purchases and every month I get it to a card. Hey, purchase again.

We’re thinking of you. Thirty percent off, forty percent off. That’s it. That’s all it has to be.

But there’s so much opportunity in that, right, because no one’s doing this anymore, but it’s as simple as that. That’s direct response.

Make sense?

Yeah. My takeaway oh, sorry, Esther. No.

No. Go ahead, Carla.

My personal takeaway from all of this is let the facts and the data speak for themselves. You know, don’t go down by, you know, I think that my problem is I kinda let myself I just, you know, I get in the way. Like, I just step away and focus on the facts. Like, I think it things are simple to you because you strip everything away and it comes down to the data and the facts. And so to you, it’s very crystal clear.

The benefits and the, you know, what we’re offering. But I think so many times, I, you know, my emotions get involved in my you know, my insecurities or whatever. Like, I bring all that in, I question, bring in all these questions that maybe, I’m making complicating things for myself.

I I work with copywriters because I’m not, like, technically, I’m not a copywriter. I’m a direct response marketer, and copywriters are much better. Like, I understand the psychology behind it. But there’s also there’s the it goes a layer deeper, but I focus on the basics and it’s not.

Some people it’s it’s just that you strip everything down as much as possible and you fold it works for us and it, other people like to be more creative. I’m not I’m not creative. I’m far from it. Like, I’m I just it’s not in my it’s not in my DNA. Right?

But it’s just, I know a lot of copy readers are, but, yeah, it just focus direct response as much as possible, study direct response as much as possible. I think you’ll you’ll like it. It’s all based on data. It’s really straightforward, right?

And then just strip it down and simplify.

It’s fine. When you think about it, all the stuff you can do? Yeah.

I love it.

And then you’ll start making money for yourself, and then you’ll realize, holy crap. Why why why am I not why am I doing this for other people? Right? And then then you get into the real fun stuff. And then it’s all about, you know, yeah, and then it’s about enjoying enjoying life. Right?

But I’ve screwed up a lot of times. Like, I’ve I’ve lost over a million dollars. So I’m not I’m not like trust me. I’ve learned I’ve made a lot of mistakes.

I opened up a clinic in LA, literally, I lost from that six hundred thousand. Right? I learned from my mistakes and it’s not I don’t know But that’s the beauty of of the process of direct response, even Joe’s process, you know, testing and learning that’s built into it. It’s baked into it.

Right? Everything you do is an experiment and you go into it, you build your landing page. You you don’t know if that’s gonna convert. Like, it tells us that should be, you know, long form landing pages convert.

That’s not true all the time. I know for a fact that we’ve put up pages and and like a paragraph converted more. It’s like, how the hell is this happening? Or an image we thought would work is it didn’t, or we were messaging was to a product of our audience, but it would they didn’t but then we put up a discount and everyone purchased.

You’re like, this doesn’t make sense. But now you have a control and you can get in there. You can start figuring it out. Right?

It’s not it’s not perfect, but that gives us to I screw up, I fail every day, right? Every single day, I wake up, I make mistakes.

You know, but what you’re feeling is normal. Don’t I feel that way. I hate, presentations. I don’t like presentations. I hate it. I’m I’m logical. I’m not creative.

Right? And I’m I’m what we call visionary. I’m not an integrator. Right? I have teams and I delegate all this stuff to them.

So it’s it’s very uncomfortable for me to do. Right? Because that’s that’s the way I’m just I’m wired.

But you so what I’m saying is those feelings you’re feeling normal.

Right? It’s completely normal. Right? It’s just everyone everyone thinks that.

Make sense?

Yeah. Yeah. Like, it’s, especially with my team, I hear that all the time. So it is tough, like, it does hit me, like, to hear it because I, it’s and a lot of people feel that in the space.

A lot of people think like impostor syndrome, you know, I don’t look like I’m not an expert. People are gonna think I’m an expert. I don’t know my stuff. Like all of that is completely normal and even people who are in the space who are experts and influencers, they all feel the same.

They’ll journal, they’ll have coaches to deal with those emotions, and that’s the trick. It’s like once you understand that everyone feels the same way, and everyone like, I don’t know. I’ll put you on a secret. I don’t know if you guys have noticed on the the slack channels.

I leave spelling mistakes on purpose. And I I do that intentionally because I’m dealing with, like, with, like, you you take those emotions and then you you make them work for you. And eventually you start building this, like, this wall where it doesn’t matter, and then you realize the world doesn’t care. Like, people that really don’t care.

Has anyone noticed those spelling mistakes I make?

See? Like, it’s like, no what, nobody cares. And it’s like, but I used it ten years ago, I would be so petrified and it’s, but it’s building in that stuff. Right? Like I said before, it’s a bit out there. But, like, I’ve gone to a grocery store, laid in the middle of the grocery store to see what people would do. People walked over me.

They don’t care.

I know it’s a bit out there in Farfetch.

It’s a bit wonky, but it just puts it in a perspective, right? But that’s why people get coached They they work with coaches like Joe said. The coaches aren’t teaching you the practical stuff. They’re teaching you how to deal with all these all these these feelings that what you have are normal. Everyone feels. Imposter syndrome, I think, is the biggest thing students deal with. Right?

But it’s normal. Just remember that Do it anyways. That’s the model. Right?

Yeah.

Anyway, sorry to go off on that. It’s during topic of mine.

Any other, yep?

What resources you would recommend to, like, start off learning direct response.

David Olegle, the one of the legends, the tons. Like, there’s, yeah, there’s tons of books. I’ll I’ll put up a bunch of options.

Yeah, but see, the USP is based off of this one’s scientific advertising.

That’s the whole USB concept where it came out. All, like, all of this stuff that were, like, the direct response, the rule of one. All of this stuff is is it’s just it’s been around for like the forties and fifties and just people are building on it they’re putting like the digital spin on it, but much smarter people figured this out way before. Like they would launch million dollar campaigns with paper.

They didn’t have, like, Excel back then. Right? So they had to simplify it. So one of the rules was you just you assign lifetime value to the original channel, such a simple concept, but today marketers think attribution, this that you have to have that.

That’s not true. Oh, you just need first and last. Use lifetime value, your attribution.

Second click, that’s gonna tell you which campaigns are closing. And then or your first click is gonna tell you as long as you link lifetime dot, like, it’s it’s so simple that we like to complicate stuff, right? We like to have all these different models and then Google says, Now you need AI. You need AI to do that. Yeah. It depends.

As long as you’re tracking ROI to the original channel and you’re using revenue then then it matters, But like how many people, if you guys know clients are using Google ads, I can guarantee that they’re using data driven, but here’s the here’s the messed up part. I don’t know. I’m sharing my screen. Right? So let’s say I send the they’re spending all this money and it’s a ten percent close ratio, right? And everyone’s thinking, oh, this campaign’s doing really well, and Google’s optimizing around this threshold because it’s sending you a hundred delays. Here’s the problem.

Only one of them or zero have booked. The client’s losing money, but Google doesn’t know that because you haven’t closed the loop. So Google’s optimizing around this. That’s what data driven is.

You have to pick the metric. It’s scary.

And everyone’s running around thinking everything’s working for them. It’s not because they’re not closing anything. They’re all shitty leads. I’ve experienced that.

Right? So Google’s optimizing for shitty leads because they’re not they’re not optimized running metrics that matter. Right? So imagine if you’re pumping you know, all of this money.

Now you’re getting into this and say you’re five, like, this I’ve seen this. Like, we did a Facebook campaign which on paper was really well. We generate thousands of leads. Guess what?

None unbooked.

Right? And every business owner you talk to, like, I I I literally, like, fired a client one time. I said, like, I’m not they’re like, we want you to do Facebook advertising. I’m not doing Facebook.

Why? Because I know it doesn’t work. Well, why do you know? And they I’m like, because those are vanity metrics, right?

But it doesn’t, it doesn’t, I don’t like Facebook anyways. It’s it’s like a long term play, but anyway, that’s a totally different story.

Sorry to rant.

No problem. That was really helpful.

Yeah. Thank you. But have fun with it. Right? Like, I’ll I’ll give you some resources on it.

Like Joe’s training, obviously. That that’s peer direct response as peer, computers are copywriting. That’s amazing training. Like that that studying, that’s where I started my training.

And then like Joe said, she mentioned to me as well. Study response, the Grates, your David will hold these.

And you’ll notice, it’s it’s pretty straight. They all preach the same stuff, right? And then just, and then you’ll start to you’ll start to see a pattern and give it a couple of years, but it’ll sink in, right? Then you’ll start looking at stuff and saying, oh, that’s this stage of awareness.

Oh, this is stage of awareness, and then you’ll get mail. It’s like, oh, sign up for everything like every I get so many letters and it does my swipe file. Right? It’s you everywhere you go, go to a national enquirer and sign up for all those little things at the end.

Those are direct response marketers. They know their stuff. And then watch what they send you and step back and start analyzing it. Right?

All of those place. What’s another one? Like, what’s another one like inquire? All those book, look at those those full page ads.

They’re making money can guarantee it. Those that’s a lot of money to be put in there. They know what they’re doing. That’s peer direct response and see what they see what they sense, see what they do and learn. Right? I love doing that, so.

Cool?

Very cool. Thank you.

Yeah. No problem. Any, any any other questions or Okay. Yeah. So hope that, yeah, I hope it was helpful. I look forward. Put up the anything anyone wants me to look at.

Like, put it up in the channel and, Oh, do we get a I do have a question.

Do we get a, do we get the competitive analysis template? Will you be sharing that?

I can. If you want, did you wanna copy of it?

I mean, yes, if you don’t mind.

Of course. No. Of course. Any, the competitor analysis, anything else.

I’m gonna share the, let me show the oh, yeah. Actually, this is a good one. Let me show you guys because, you know, Joe talks about your spit draft and wire for me and whatnot, and when you’re doing your, when you’re creating your pages. So this is what to do.

Do do do do bear with me while I open it here.

And then the survey data, you know the training on that where you take your survey data, you put it in your messaging, and then you take you apply proven copywriting formulas after that?

Yes.

Okay. So that is the so that the concept that we went over will share the whole wireframe with you.

But we have, all of the pages mapped out. And then it’s just really the, the what versus the, the how. And then you just focus on what you wanna say. If it’s yours.

Yeah. I’ll take it out for you later, but it’s a whole, it’s a whole sequence that, anyways, I’ll share it with you. I thought I could find it I’ll share all this with you. I’ll share the competitor research.

I’ll, what else? The, this bit draft and wireframe, the survey questions, that we have. So we analyzed all of the, every copywriter known. We we they all have questions that they ask and then there’s also story frameworks.

So we have the we can pile this massive list of questions that are designed to get a a response from different people. And then you can pick and choose which ones you want, and you can ask those. We’ll send those as well.

Okay. Great.

And then just having fun with it. Right? And, but anything else, anything else you want me to look at on the forms? Like, yeah, put it up, and we can, Happy to look at it too. Oh, we’ll send our, the UVP, sorry, the avatar that we use as well.

Okay?

Thanks, James.

Okay. Thanks, everybody.

Bye. Bye bye.

 

Worksheet

UVP

Worksheet

UVP

Transcript

So today, we’re gonna go over how to, build your authority site. We use this process, not just for, well, you can use this process for yourself, but we also use it for clients, and you can you can apply this across, different niches.

So I think if your member’s telling me this, like, fifteen years ago, Joanna, when I took the I think it was the the freelancer, the hundred thousand dollar freelancer, whereas really, like, the the main goals of your site is you wanna grow your list, you wanna sell your stuff, and then you you sell your other other people’s stuff. I remember when you said that to me, it just it really hit home and that’s, of course, it’s it’s true.

And that also may ultimately leads to the the top three things that that or the top three goals that we make sure all of our authority sites, achieve. First one is it needs to drive leads and sales. Second, it needs to build authority and trust. And the third thing is it needs to get remembered and shared, which I I know Joanna touched, on that the last meeting that we had. Now the metrics we used to measure success. We make sure that all of these are aligned to the goals that I I just discussed.

A lot of these are, super important. The the big ones are your customer lifetime value, your list growth rate, your lead conversion rate. A lot of these metrics if you move the needle even five percent, you’re gonna see a a lot of growth. So, we tend to focus on these. Now what we’ll do with these metrics is we’ll actually create a scorecard, and we’ll monitor them either weekly or monthly depending on on which ones.

More importantly, the is you wanna make sure that again that these are aligned to your goals.

I suggest you stick with the top three, but if for whatever reason, your your client or yourself, you wanna achieve something else, just make sure you can prove success or measure success.

So we’ll get into, the first step is really defining on what you want your site to achieve, what your the goals are, we’ll get into this actual process that we use to create the site.

It starts with identifying your most profitable customer. Now, what we suggest doing is you wanna identify the four percent of your customers that generates sixty four percent of your revenue.

We do that. What we do is we look at our customer list and we use lifetime value as the metric and then also repeat purchases or the number of purchases that people have made. And what we do is we we take that, we segment, and then from that, we’ll we’ll discover the four percent, and that’s who we’ll start with first.

Then we’ll use that list, and we’ll we’ll sort of pick and choose the next customer to start with, and then we’ll work through it one at a time. Basically, targeting a specific niche or market, and then moving on to the next.

The next stage is once you’ve identified your your your ideal prospect, you have them sorted, then you wanna conduct center interviews and and surveys and interviews.

We start by interviewing the customers, you know, your typical sort of what challenges you’re facing, you know, how’s our product help to your favorite features, a lot of these questions, and and I do have a copy of the, I think we have, like, fifty. No, I’ve actually over a hundred questions now.

Of different ways that you can ask them, and different, they’re all organized by stages of awareness, but I’ll share this with you at the end. And essentially, what you’re looking for is not just understand the problem, understand that obviously the outcome they want or the solution, but also These are questions that are gonna help you uncover your your value prop, your USB.

A lot of these questions, like, why which specific features did you like or or what made you choose us over the competition, you’re gonna get all of that stuff from these interviews, and that’s what you’re really gonna start using to create your USB and value prop.

So the next person you need to interview is you. So you need to interview yourself. This is all the stuff that we’re going through the, copy hackers as well. Books, success stories, case studies, your podcast, events, everything about you, your origin story, which, I’m gonna do another session on this.

And, your origin story is all a bit of creating trust. It’s it’s, hey, you understand the problem and, you know, they they can relate to you. You’re likable, and you’ll do that early on. So we’ll cover another session on that.

And, of course, your USB and your unique mechanism, you’ll get your USB from the customer surveys. Your unique mechanism, is once you know what or you have a better idea on why they chose you, then you can hammer out the details. That’s really the how it works. So that’s the part that you’re gonna focus on yourself.

Now once you have all this information, the second step you need to do is you need to analyze the the results. Okay? So what you’re really doing here is you’re you’re looking you’re looking for themes. I use AI for this.

AI is really good at this where they can identify common themes you you really wanna get in the mind. You understand. You wanna understand why they tick. You know, what’s the specific problem they wanna solve?

What specific outcome?

You wanna understand their their top hesitations because then you can draft a guarantee to address those.

So really, you’ll find some really cool stuff from this. I is probably one of my favorite parts, to be honest.

And we’ll show you we have tools at the end as well, which we’ll give you access to, and that’ll help you sort of categorize in segment.

Then what we do from that, and this is the the fun part I enjoy as well is we create an avatar. Now, and again, I’ll give you the templates at the end. We just don’t create your typical avatar with as, you know, your demographics, like, psychographics. What we do is and I got this from you, Joanna, is we this is almost like two point o version of the rule of one, or your one reader. So it’s not just understanding, their problem and concerns. But it’s also listing, you know, hey, these are the hesitations aligning a guarantee to that, figuring out what are what what hard offers are gonna resonate with them, what soft offers are gonna are gonna resonate with them. And then this is where you start filling in your USPS, your value prop, and all the other stuff as well.

And again, you’re gonna use this from the the survey data that you’ve, you, you, got from before. Now, the trick on this as well is you’ll have your most profitable customer. You wanna take that customer and you also wanna create an avatar avatar by stages of awareness if you can.

And then you wanna repeat that for each of your, your avatars moving forward as well. Next step that we do is we create a sitemap.

These are the core pages on your site that, we find, it’s a good start anyways. There’s your homepage. Which will break down in a second because your homepage really tells a great story, and it’s organized by the stages of awareness.

There’s your about page, which is your origin story. There’s your process, which is how it works. And that’s it’s it’s your USB, but it also includes the the secret sauce, you know, the that how your solution, you know, achieves consistent results better than the competition. And that’s really how you’re gonna outline it step by step.

Success stories, of course, your work with me, which is your services, product type services, your your courses, whatever you wanna offer, books, blog, consult, contact, media, resources, speaking, connect, and then your typical four zero four, thank you and and FAQ pages with a a guarantee as well. I like this section right here because it’s it’s almost like, you wanna address their hesitations and concerns. A lot of people overlook the purpose of the FAQ page. So you wanna you definitely wanna test that out as well if you can.

A little tip, insider tip on this is If you are in a city, let’s say you have a productized services on, web design, and you have a system where you can put this really cool package together for clients, and you can productize it, and you’re in a in a city, say you’re in Toronto, what you wanna do is you wanna create a city page, that’s this Toronto web design, but don’t put it on your main navigation. Just put it in your HTML site map. Because then what’s gonna happen is it’s still gonna get linked to the rest of the pages. You’re gonna link to use, but then it’s also gonna, it’ll rank, but then you can also link to it from your GMB profile.

So then it’s just an added sort of boost that you can get more traffic and sales from it as well. I’ll be doing a session on that on how to set that up. And and show you, how to create that city page. And the cool thing is with the city page, it’s actually, organized by, not only stages of awareness, but it uses ADA.

It’s pretty cool how everything aligns up on it.

Next is your homepage. So this is where we start, we start with this. And remember, we’re we’re creating the home page and we’re using all of the data that you’ve collected from your surveys, your avatar so you can start telling great story because you know exactly who you’re writing for. That’s that’s what’s key about this.

These are the main components of the of the the home page, and I’ll give you a, wireframe split. I I’ll use the terms spid draft and wireframe at the end that you can use. And, it contains only sections. So you have your header with Hero Shot, UV, your email opt in, which is above the fold, your compelling, story, which is your origin story. Credibility and social proof, your work with me, which are your services page, your speaking, your programs, your content preview, which is, of course, is your blog, your your podcast social connect and then, of course, your footer, which is your you wanna end with a strong CTA.

Now here’s how each of them kinda tells a story. So you’re starting with the header, your hero shot, UVP.

Really, this is the first impression. It’s it’s what’s gonna grab their attention gonna explain what you do who it’s for and the big benefit. You know, we this is your, you know, why why choose me versus the competition. So you’re really setting the stage at this point.

There’s a couple of examples that I’ve included. You know, I help entrepreneurs, build and grow profitable platforms, very clear.

Build your business, build your wealth, live your dream. It’s clear. I love this one.

This is like a two point o. You know, welcome to the the Fitfather project.

It’s, I think that he he nails it really well.

Second is you’re featured in. These are your your media logos across, you know, right off the bat. This is gonna create that credibility. It’s gonna show like, hey, I can trust them. Like, what they’re saying is true.

A couple of examples, this is like kind of a what most people do, it works. It’s kind of okay.

This is a better example of it as featured in trusted by. Again, I love this version. I think it’s like two point o. It just it hits you.

So you don’t have fun with this, but you’re you’re really saying, hey, like, I not only understand you, but what I’m what I’m saying is true. You can trust what I’m saying.

Next part is your email opt in, so your you’re placing this next, it’s really that, like, the way to say, Hey, you know, like, get to know me a bit more. You know, you’re you’re in you’re giving that option right away. You’re hinting at that value. Hey, there’s more to come.

Here’s a couple of examples of your, your email. There’s million. There’s a the urban monk seven day reboot, get started now. Just, you know, it’s not much.

It’s just a way to collect your email and and, and get them into, or or start the the process anyways. Here’s your origin, your your hook. This is the part I love. This is your origin story.

On your homepage, you’re just gonna literally just create a little snippet and link to your orange and story page. And that’s really how that homepage is aligned as well. You notice that each section, it is correlates to the navigation as well. So that’s what you’re you’re doing.

You’re just linking to each one. A couple of examples of origin stories.

Here, here’s another one, how I got here. It’s pretty, you know, the these are revealing to the are, you know, he’s talking about his PTSD.

Just when I thought I was on top of the world, she’s, you know, she’s gonna go into, you know, what, her problems and She’s really trying to relate to people. It’s like, hey, they understand me. They get me, which is which is really cool. Here’s another one, the truth you may not know about me, and it’s it’s his about page.

And that’s these are gonna be your about about us page. Some people call it origin story, but I just call it about us. Here’s another one, Sharpen. He’s he’s a good guy, Sharpen, actually, I’ve met him a few times.

He’s pretty good training. Credibility, media logos. That’s the next step. This is just to, you know, we’re building on those initial crust, the credibility signals.

We’re deepening that trust.

We’re we’re starting to get into our expertise, you know, the the the impact, the solution that we offer.

Here’s a couple of examples as well.

We’re getting into best selling books, like, you know, the and and that’s the psychology here is your you’re thinking, hey, well, this, you know, you see someone with these best selling books. They must know their stuff, right? And that’s really the point of, of, publishing your book is you’re creating out authority in their eyes, and it’s just gonna make you a hell of a lot easier selling your products and services. Then we’re getting in a social proof this is the praise your photos.

Hey, if it worked for for them, it can work for me too type stuff.

Here’s a couple of great examples for Tony Robbins everyone knows Tony Robbins, your typical testimonials, then we’re getting into your work with me.

Now that they trust you, they believe what you’re telling is true. They think the solution is for them. Now you’re gonna start introducing what you do, right, and it can be anything from services, to coaching.

It really depends on on what you’re offering. Then you get into for our clients, obviously, it’s their services they offer. There’s a lot of spaces in cosmetic, so we would get into the cosmetic services they would offer.

Here’s the content preview. This is this is really about like establishing further and giving a taste of, you know, what what what they can learn by by, following you. So you here’s your library, your podcast library, learn from me. Here’s my blog. Then you’re getting your social connections.

This is cool. It’s just like, hey, you know, connect with me. You know, here’s here’s the value I bring. It’s your your making that introduction for them to to reach out, then you have your footer, which of course ends in a strong CTA, and you’re just reinforcing that again.

Couple examples as well. A lot of people don’t put the, they’re they’re called actions in these CAAs. You wanna be in the footer, you wanna make sure you do that.

And you can do this yourself. That’s the process we use for the home page. We do have a, a site map and sorry, spit draft and wireframe, which will will give you not just for the home page, but it’s all of the pages of the site.

How we do it is, again, I learned this from Joanna, is we we start with what we wanna say, and then what we do is we overlay proven copywriting formulas on top of that, and then you have a pretty compelling site, which is, which is gonna rank and sell and convert and do really well.

We’ll provide you with all of these tools at the end. So don’t worry about that. I’ll I’ll give you access to everything.

What I wanted to talk today was to to show you a concept of how this works and really using your using your the the data that you get from your surveys and and how you can use it, and not just just to show it’s not. It doesn’t have to be complicated, and how you can craft the UVP for your homepage yourself.

These are questions and I’ll I, I just went over, but I’ll share with them with you as well. So now and I’ll use ourself as an example. So we, we’re launching a product, and it’s called or a service called WP Total Care. And, we’ve been offering WordPress support for our clients now for a couple of years. So we wanna it’s worked really well. So we wanna take this a bit further. So we analyze our list, our current customers, and we thought it was small business owners with a WordPress website specifically with woocommerce.

And we analyzed this list, and we actually discovered it’s not It’s actually, brand agencies. They’re the four percent of customers that generate sixty four percent of our revenue. So after analyzing that, we just literally put, you know, brand agency. Then we we asked them the the specific problem, and and we wanted to know the outcome that they wanted.

And for them, it was, they’re because they they’re a brand agency, they do they’re clients, they’ll help their client with their branding, and it often ends up leading to online or digital media, often like a website or whatnot. So what they would do in the past is they would reach out to freelancers or they would work with freelancers and the problem is the the inconsistent results, you know, the the freelancers just disappear on them sometimes. So That was the main challenge they were they were dealing with. The specific result, they wanted they just wanted a reliable partner they can count on.

We we did speak to them a little bit more. We wanted to dig into the ultimate benefit, and it was like, yeah, they wanted to rely reliable partner, but in the end, it was so they could grow their business because they realized there’s this big opportunity they didn’t have the the means in house or they didn’t they didn’t want to invest in someone, in house so they really wanted that partner to help them grow and take their agency to the next level.

That, of course, led us to the the promise, and this is where we really we asked them, you know, what why did you choose us over the competition? And there’s a few things that stood out for them. The first one was we specialize in WordPress. Our developers have contributed to the core.

So that’s just gonna lend our expertise. And the big one was is we have a white label option where, they can they’ll use our services. Their clients don’t know because they’re white labeling, but the plugin that we they can use in the back end of their website. They can engage and speak to clients, and they can manage their client’s website through that.

So that was something the competition doesn’t offer, and those were, you know, the top three reasons people chose us. So, of course, that’s our promise.

The proof was up to us, and and that’s just when we’re doing the interviews. We’re just gonna, hey, you know, do you mind if we we we interview, you know, so we can we can tell your story, and we can share your story. So we’re gonna use those. We’re gonna use demos.

We have a lot of, we have a lot of examples of before and after where we’ve optimized websites, especially with Google’s web vitals as far as page based paid speed and and whatnot. So these are pretty powerful, and we can use those to really validate and and and show or prove what we’re saying is true, as far as our our promise. Right? And one thing I wanna touch on this is the the promise is really about, the promise is your, you wanna switch to unique benefits because there’s, like, there’s three types of benefits.

The first type of benefit is the benefit that your customers don’t care about avoid them. Second type of benefit are these are your price of entry benefits. So these are the benefits that they expect to see when they go to your site. So you need to have those.

It’s, like, the minimum that your prospect expects. Then there’s their point of difference benefits, and these are the benefits that you’re gonna use to beat your competitors.

So when we interviewed our clients, we discovered, you know, the minimum requirements, the minimum we need to to sort of play the game. And then, of course, we we discovered the the point of difference benefits to win the game. That’s the way I like to look at it.

And then, of course, the proposition, these are the products that, they wanted to see. You know, the this is a really telling question as well. And we have a lot of these. There’s different ways to phrase it.

But when you’re creating your offers, let your customers or, your leads, let them tell you the type of offers that you wanna create.

So just, you know, asking these types of questions and that they’ll tell you.

Then once you have all of your answers from the interviews, you’re literally just gonna, you know, here is their their frustrated, you know, agencies, quality. Right? They’re they’re they’re they’re frustrated with quality from freelancer. So all you’re doing literally is you’re taking that and you’re you’re popping it in. That’s it. And then once that’s done, you’re just gonna take this formula and then you’ll rewrite the formula, easy peasy.

And test this stuff. There’s different formulas that you can use. You can test them. You can rotate them. Make sure that you’re your visual here, your image is it shows the transformation or the outcome that they wanna achieve. And then, of course, you’re just highlighting your your point of different benefits under here, which I just told you about, as well. We specialize in WordPress where, we contribute to the core, we white label a plugin, and then, of course, you’re just ending it with another formula is to get the desired result that they want.

So it all plays together. The your you’re identifying just a recap. You’re identifying your ideal prospect. You’re and your ideal prospect you’re gonna start with is your most profitable. You’re getting into the mind of that that customer, you’re doing that by interviewing, you’re understanding the problem, the challenges, the frustrations, the outcome, not just that, but also their hesitations and concerns. And you’re asking all this stuff so you can really meet it head on, especially with, you know, if you if you discover that one of their concerns is that, you know, you don’t have a level of expertise in WordPress, well, you’re gonna guarantee that you do. You wanna align that as much as possible.

And you’re taking that survey data, and then you’re analyzing it, and then you’re using it in your copy, and you’re using it to create your website. And and that’s what’s really powerful about it. And then you’re just once once you have and you understand it, you’re just using proven copywriting formulas and frameworks, and that’s it. And then you’re just making sure everything follows, tells a story or, has a, yeah, tells tells a great story, and It’s, yeah, it’s a lot of fun. And then you get into your split testing and your, your testing and everything else.

Any questions so far?

Yeah. I have two.

Yeah. For sure.

The the first one? So with the stuff, like, around your IDel avatar, what would you recommend if you’re in a position where You don’t really know.

You haven’t worked yet with your ID levator. Like, you have an idea of them, like you’ve outpriced your current client, so you wanna sub new ones, but you can’t interview them because you’ve not worked with them before. Like, where would you recommend you start?

I can show you what we did. So we did, So we we, we scraped all of our competitors, when we first started doing it. Here, I’ll show you, am I still sharing my screen? Yeah.

I am. Okay. So we had, this what we did. So we went out and and just scraped all our competitor reviews and and we analyzed everything.

Right? And we we looked for, their USB, everything a to z. So that that’s what I would suggest doing. Is pretty telling as well.

Like, we we go pretty heavy into analyzing our competitors. We we we do everything from sign up for consultations we wanna know their sales funnel, their strengths, their weaknesses, because ultimately, you you wanna you wanna match them and then you wanna beat them. Right? And you you do that by understanding them and also listening to your customers as well.

That’s what I would suggest doing.

Okay. Thank you.

Who are your competitors, by the way? Do you know?

Not really because, like, I don’t know that my competitors are like copywriters. They’re more like coaches, or con consoled like So, yeah, I’m not I’m not sure of any any other copywriters, like, in my space.

Yeah. We go pretty deep. Like, you can you you’ll find them out, like, a good a good approach to do is, we use data to sort of figure who who is our competition, and then we we get into Once you know who they are and it kinda leads to the next one, like you can figure out their entire marketing strategy. It’s it’s pretty straightforward once you know who they are. And then that, like I said, that’s gonna lead to another competitor, another competitor, and then you just focus on the top twenty percent. That you know are dominating the market, and then that that’s where you start laying your recipe.

Mhmm. That makes sense. Thanks. And, yeah, the other question is just a silly little one.

For, like, having the logos underneath the, like, trusted by, do you need permission to do that? Like, assuming there’s nothing in the ended ending NDA that says against it? Like, do you still need to ask to include the logo on your page?

Not that we had, in Slack, someone we had, we talked about that as well.

Oh, really?

I used them.

Like, it’s not it’s if it’s if it’s legit, of course, I don’t unless there’s, like, an NDA or something.

Okay. Agreed. We use them and others use ours without ever asking. So Yeah.

I I’d never asked you, Joe, but It’d be good.

Cool. Thank you.

Yeah. No problem.

Anyone else? Any other shy folk who are off camera?

Shade, where did four percent and sixty four percent come from?

So it’s the eighty twenty rule. I don’t know if you heard about that. So twenty percent of your customers will eighty percent of your revenue. So what you’re doing is you’re taking that twenty percent and you’re applying the same formula again.

So you’re looking at your the twenty percent the twenty percent of that that generate eighty is zero sixty four. That’s where it comes from. So it’s just another layer. So a lot of people just start with that’s good enough.

But if you wanna get ultra specific, and the goal here is, like, to is to define your most profitable customer. And that’s, like, the you do that by analyzing your list and you use lifetime value as the metric. That’s what key that’s what’s key. And then, and once you know that, then you just you sort and you you pick one at a time.

Dominate that. Move on to the next.

Well, thank you.

Yeah. No problem.

I had a question. If we’re, like, redefining our offer or our niche, and we kind of try and we’re kind of trying to get something up would you recommend, like, still starting out to build out the authorities site with all the pages or sticking to, like, a one page site where we can collect leads before building out the fuller version?

We’ll start growing your list. Like, you don’t want to put it up right away. Like, don’t I wouldn’t wait until your site is, like, completely done. Right? Anything is good enough.

But that’s, like, you’re you’re saying before you do all the interviews and all that other stuff, like, before you Yeah. Put up what you have. Of course. Like, this is a process.

It’s not it’s, ideally, you wanna start with this, but you may have, you may have a site up. And you’re gonna go in and you’re gonna, you know, you’re not gonna tear it down. You may or may not, but it’s, is a process. Right?

You may start with a page.

You may say, hey, I’m gonna I’m gonna write my origin story, and then you you add that. You update your your Vode OS page. Right?

Okay. That’s helpful.

Shane, can I ask a visuals question?

Sure.

So I noticed I went to a lot of agency competitors.

I think who might be my competitors, and I noticed that a lot of them don’t do the person in the hero section. A lot of them don’t really have a whole lot of any noticeable imagery in the hero section really.

And I’m just wondering, like, I don’t have a photo shoot. I’m not scheduling one right now. I really don’t want to spend the money on it frankly.

At least not for a little while. What When it comes to the imagery, especially in the hero section, but even I guess going down the page in the home on the home page, any recommendations because I’m kind of at a loss. It gets me spiraling. That’s stupid.

I always see this. It’s either the person you know, like Joe has on hers or the agency competition like I said doesn’t seem to go by that. They didn’t have very little. So I’m just kind of struggling to figure out what’s the right image. Should I spend the money and go do something or I don’t know what’s your recommendation on all that stuff?

Don’t know. It depends. Like, it could be you could go stage as awareness and focus on, like, the outcome that they want. It depends on the industry too, right, on the space, like, or before and after. I’m gonna show the outcome gonna show that before and after. If they’re if they’re product aware they know the results, I’m gonna focus on why they need to choose me. Right?

That’s what I would start with. It’s not I don’t think there’s, like, everyone says there’s best practices, but I’ve we’ve done, like, testing, especially with Google ads and what we thought worked wouldn’t is complete opposite. Right? So, you know, I don’t unless Joe, I don’t know what your thoughts are on that, but I don’t think, you know, start with the basics, like, include your and just, maybe focus on the outcome, right, the solution they’re looking for.

Okay. Thanks.

Any other Everyone’s so quiet.

I mean, I will have to end this question. If your community’s there. So if no one has any more, I was wondering if you could talk a bit about, like, the types of guarantees you would offer as a service provider.

It depends on yeah.

So the the guarantees are gonna be, you’re gonna offer your guarantees to address their concerns, right, that your guarantee has to have a purpose, a goal, and your guarantee is literally to address their hesitations. Right? If they say they’re worried about this. You’re gonna offer a guarantee that, you know, that says, Hey, you don’t need to worry about it. That’s what it is.

But if they’re worried about results, like that seems to be the main thing, but it’s like, I can’t offer a guarantee around results.

What type of results?

Like, are they like well, I suppose actually this probably comes down to me targeting the wrong people.

Like, yeah, they just wanna know that they’ll that it will convert. But then I think that’s probably more where I’m talking people who with less money, who care more. So Yeah. I kind of answered my question.

No. Like, they’re they’re worried about results that they’re not gonna achieve the results sort of thing?

Yeah. Like, they just wanna know the copy’s gonna convert. Like, that that’s the hesitation. It’s like, can you make me more money?

So you can also guarantee something. Like, a guarantee is like, yeah, hey, it’s not just about results, but you can guarantee, so how I would answer that is is, like, I’ll show you what I would do, and then you can you can see there’s different ways to approach it I would show so say you’re a client, right, and let me open this up.

So I would say I would say to you, so I’ll pretend you’re the client. You’d say, well, how do you know you guys can see the screen?

Okay. So you’d say, well, how do you guarantee results? And I’d say, well, this is how I would address it. I’d say, well, you know, you’re working with us because we focus on on results.

You know, we we measure campaign success by ROI, and that really answers the question. Did you make money? And we we manage it around true ROI, not return on ad spend. So we take in account gross margin.

And you’re a business owner, so you’re thinking, okay. Good. This guy knows gross margin. He’s speaking my language.

And I would say, okay. Well, let’s say you work with us and we’re gonna launch a Facebook campaign. And then, like, yeah, we sent a thousand visitors and then would say we have it cost you ten thousand, right, to hire us. This is what you’re talking about is your conversion rate and say that your conversion rate is three percent.

That’s your landing page or your sales page that is gonna convert. This is how many customers, turn in, sorry, leads turn into customers. This is lifetime value. You’ll have to work with that with the client, and then let’s say it’s like sixty five percent margin.

So what I would say is while you’re hiring me for this metric, right? You’re hiring me because because most come in at around three percent. We’re gonna use that as a baseline, but we’re gonna have a control then, and we’re gonna work to increase that. So over time, you know, we can get that, say, from three to five percent and then watch your ROI.

It’s just gonna explode. But more importantly, what I wanna talk to you of it is I wanna make sure, you know, we don’t know how many your close, sales you’re closing yet. You know, if you’re only in most close around thirty percent, but like, hey, you know, you’re hiring me, we’re gonna work with you unconsulted at selling. We’re gonna put this at thirty five percent and watch your ROI.

It’s gonna explode.

Right? And so, and then we’re gonna talk about lifetime value, where we’re gonna do an upsell or something on the thank you page, and we’re gonna increase this by a hundred and watch the ROI.

So I’ve never what I’ve done is I’ve answered your questions. Like, I positioned myself as an authority. I’ve spoke his language, but I really promise nothing. I’d promise him that or her that we’re gonna have a control, and we’re gonna try to beat the control. Right? But I’m using my expertise to reinforce, like, hey, we’re all about results too. You see the subtle difference.

And that’s that’s the approach that we take. And it works really well because no other agencies talk like that. I can promise you. Like, no or marketers, direct response, direct response marketer would. But, a lot of, or copywriters, they won’t. But that’s that’s the language, that’s how I would approach it. So it’s a guarantee without you know, without a guarantee in a sense, if that makes sense.

Yeah. No. That’s good. Thank you.

No worries.

If I can just jump on that question Sure.

So you just walked through is what I walked a prospect through yesterday.

Good for you.

And it was it was good, but now that I now that I see you walk through it again, I realized I made some mistakes because my guarantee was more tying myself into a guarantee.

It okay if I share my screen and just show you Yeah.

Of course. Okay. Cool.

Okay.

So because the project is primarily just email marketing, So I didn’t include all those other aspects. So I just kind of took their list size, their profit margin, their average order value and their average orders per month. And I kind this is the so they’re currently doing nothing with email. So my guarantee in quote was, like, I’ll increase that zero, percent of revenue being attributed to email to twenty percent.

And by doing that, they’ll get a one hundred and forty additional, orders per month and this will equate to this amount in sales revenue and then profit. And then that was how I calculated the ROI. So for the ROI, just removed a monthly retainer fee. I gave them I did five six as a monthly retainer fee for that.

So I kind of tied myself into that percentage of additional revenue, like additional, email revenue, and I’m just wondering if that is dangerous as a guarantee to give.

Yeah.

I wouldn’t. I wouldn’t give that because you’re being ultra specific great. You’re guaranteeing, like, you’re guaranteeing the process. You’re guaranteeing you’re guaranteeing that, you know, you’re gonna do your job, you’re gonna do it well. And it’s like you have that level of expertise and that means that you’re gonna have a control. You’re gonna work towards beating it, and you’re gonna apply, like, proven frameworks, formulas, that’s that’s your guarantee. Right?

You you can say, like, you can, hey, imagine getting this and you can paint that picture and get them excited.

Right? Because that’s your ultimate goal. Like, if you’re not if you’re not increasing if you have a control and you’re not beating it, constantly, you’re not doing testing and stuff, then it the client’s gonna pick up on it. I would pitch that, but it is a subtle difference, though.

Right? You’re you’re pitching you. You’re pitching and you’re you’re using the results, like imagine, hey, and you’re building that excitement. But you’re letting them know it’s a process.

It’s built into into conversion copywriting. Right?

Yeah. I also gave, like, a timeline. Like, there’ll be some setup, there’ll be some setup time in month one. Month two. We’re just pull putting out the emails, so we’re still setting it up. So that guarantee was more of, like, ninety one twenty days from now. So that was kind of how I gave myself some room, but that’s still kind of dangerous.

I’ll say. Yeah. Just be careful on that. Like, you you wanna you’re gonna benchmark everything first.

And then you’re, obviously, you’re gonna benchmark because you need to show that you, you, you have to show success, right? But don’t don’t promise anything far as, you know, actual numbers. That’s that’s tricky to get into. Right?

I wouldn’t and then just promise, like, the the process, the how you’re gonna get in there, you’re gonna you’re gonna have these benchmarks. You have your controls, and you’re gonna work to beat them, and this is how. And then the how is conversion copywriting, right, the interviews, the the, voice of customer, all that stuff.

Okay. So if I can ask, what would you advise I do at this point? Because I’m having another call with them to, like, close the deal.

So kind of how do I back myself away from it, but still offering some kind some kind of Well, this it’s the subtle approach.

Like, just say like, did you say you’re gonna get I don’t know. Did you say you’re gonna get these exact these numbers.

Like, you’re gonna I guarantee within six months, you’re gonna have So it was a three month timeline for at least ten percent of revenue starting to come from email because they have a big list and the list is warm and they’re all How much revenue are they making now?

Like, do you know that?

As a company as a whole?

No. From the from that. Like, if you what is the the current yeah.

They’re they’re barely doing anything with email right now. But sometimes they send offers to the list and it convert and they convert. So that was what I was thinking.

Oh, I’ll be How big is their list?

Ninety k.

Oh, I don’t know. It should I don’t wanna say I I don’t know. I’d that kind of stuff, like, it’s I’ve I’ve been burnt on that. Like, it’s like you you think and it just I always pitch the process, like, see if you can you can sort of if you promise them already, like, see if you can dumb it down a bit maybe and just say, hey, you know, here’s here’s the benchmark. Here’s what we’re gonna start with. I’m gonna apply these. I’m gonna do this to try to get it to this, and this is hopefully what we can expect.

You know, but reminding them, hey, this is a process. Right? You can’t you can’t guarantee your but that’s the beauty of your process is you have a control and then you always work to beat it. Right?

That’s the way I would position it.

Okay.

Sounds good. Thank you. Yeah.

That’s a tough one. Like, it’s not, Right? I’ve been burned. I’ve back when I started my career, like, way back when I I learned a hard lesson from that. Just not to, not to.

Thank you. Yeah. No worries.

Any other Any questions on the process on the on building the site, using VOC, the survey data, Anything along that lines? On do we’re doing this for your your clients as well. This is also a service that you can offer to clients.

A lot of those pages, you’re just switching it up. Right?

They’ll have certification. We do this a lot for, for our clients.

Shane, if I can ask a question sorry. That’s, kind of adjacent to Abby’s question about, like, dumping audiences.

Like, so I did a competitor’s content analysis, but like what Abby was saying, I find that a lot of people making similar promises to what I’m claiming I can do are Like, it’s not just apples to apples with other copywriters. It is other digital marketing agencies.

It is coaches. And now, obviously, I’m getting, like, mega targeted with ads for everybody who does anything close to what I do.

So I just I guess, like, do you have any tips for narrowing down the competitors that you choose for that analysis or because obviously we only see the front end. We don’t know how successful that they’re they actually are or what kind of market where they have, or which ones we want to be comparing ourselves to and differentiating ourselves from.

Well, what do you it’s like, what are you defining us? For us, it’s revenue, right, market share.

What you can do for market share is you can look at their brand terms. Usually, phrases that people, brand term is not just the their name or their business name, but also the products that they sell. And you can gauge that as popularity. That’s that’s an option.

What else? If if you’re looking at revenue, there’s social shares. You can see how how popular the content is as well. That’s what we do. But you’ll find that once especially look at Google ads if they do spend a lot on Google ads, especially especially Google ads, not so much Facebook, but look at Google ads, and if they’re if they’re advertising, they usually know their stuff and then look at people also advertising within that space and then you’re gonna start to see patterns, right?

Especially in a competitor space, like if they’re paying six, twelve bucks a click, they’re they’re making sure it’s laser focused. Right? Yeah. That’s what we do.

Yeah, it just it it takes a while, but you’ll find it it it kinda leads one to another. Right? And then you do have to beat them though. You have to analyze them and you have to figure out, hey, like, you there there is your price of entry.

That that’s what, like, your prospect expects the the they come to your site. You have to meet this minimum requirement or they won’t consider you as an option.

You have to have that. And, give me an example. We had a executive health clinics. So there are certain people, these are private clinics in Canada, So there’s certain things that they expect a private clinic to have to even consider them.

Then you have to look at the competition. You say, okay, what’s something I can offer that’s gonna beat them? That still resonates with my ideal prospects. Something they want, how can I set myself apart because you need the apples to oranges compared person, right?

And if you’re in coaching selling products, that’s what’s going through their mind. Like, either saying, okay, I trust what you’re saying is true, and their product aware. I I trust what you’re saying is true. I I wanna believe what you’re saying is true, but like why should I choose you over the titian.

Why should I choose you over this coach? You know, why is your solution different or how can your solution help me solve my problem better than them? And that’s where you can differentiate yourself with, like, your USB.

But it’s not just your USB. It’s like how it works, like, how your secret sauce, your coaching program, how it helps them solve their problem. Like, it’s the secret that you’ve discovered that helps them solve their problem and get the outcome consistently better than everyone else.

And that’s something that’s pretty powerful and that’s that’s what you can use to separate yourself. That’s what we do.

And then you have that distinction. Right? You have your point of difference, your point of entry, your USB to sort of sum it up and then you use your credibility boosters. All the stuff like Joanna certification, your testimonials and stuff, you’ll use that to kinda support your your your u s p, like your apples to oranges. Does that make sense?

Yeah. Yeah.

So yep.

Being of, like, that’s that’s essentially where you’re going in for the differentiation.

Bingo. That’s that’s the good way, especially, like, if you’re in a coaching, that’s a level three market sophistication. And what that means is, like, people don’t respond to benefits anymore. They’ve heard it all.

The only thing they respond to and it’s getting to, but they respond to how it works. They wanna know why your solution is better than the competition, then they want to dig in because they want to learn it, right? You’re selling them a process, you’re selling them a secret, a results recipe, whatever you want to call it. That does x y z better than everyone else, and you need to sell them on that, but that’s going to create your apples to oranges.

A lot of your competitors will use like everyone Hammers home like reviews testimonials and stuff, that stuff is important. Yes. But you’re using that to reinforce your your your USB. There’s a subtle difference, but it’s really powerful.

Like, you’re using, you know, these credibility boosters to say, yeah, what they’re saying is true. Her solution is better than the competition. There’s a big difference, right, and then it’s reinforcing it. So that’s what I would do if you’re looking for that apples to oranges comparison.

Said, does that help?

Yep. Yeah.

Did do you have it unique? Like, have you have you thought of it? Like, how are how are you separating yourself from the competition? Like, what what angle have you taken?

Like, which angle am I not taking more? I think more about choosing like, I do on my talk about my process. So I have like, you know, immersion, creation, refinement is like my three step process, and I talk a lot about was of customer research in my marketing because I found, like, when I had that messaging, a lot of my competition was more about, like, speaking your troops, you know, and I was like, no, boo. Don’t, like, it’s not about your voice. It’s about your your market’s voice.

But I feel like yeah. I’m looking for what that needs to be now based on ongoing conversations about what my, one thing is gonna be.

Yeah. Like, why it’s if you can’t if I asked you right now, why should I choose you over the competition?

Can you, and that’s that’s the question, right?

And it’s like, and it depends on what you’re coming to me for.

Like, I that’s where so I’m I’m still in the mud about, like, what the offer is going to be. So I feel like I don’t know how to differentiate I’m, like, is it the dumpster you call energy? Is it the, like, something else?

So Let’s see what you’re saying.

So you don’t you’re you start you’re trying to finalize your offer. And then once you know your offer, what the the what, then you’re gonna then you can get into the sorta, I see what you’re saying.

We we do have, like, the the list that we’re sending you, I’ll share the screen and show you on his guys on it as well. We do have, some really good questions broken down by stages of awareness that will help you discover that stuff. And you can send where are we here?

Yeah. But also, I’m gonna send I’m gonna send all the the tools. But basically, those there’s ton. There’s over a hundred and they’re they’re different questions asked by different influencers in the space, and some of them are really good to discover the stuff that you should be, selling, right, to to create your offers as well. Maybe use that as a guide to get started.

Okay. Thank you.

If that helps.

Yeah. And if I may I might I have, like, the results of my competitors’ content audit in a spreadsheet. So I’d love to share that in the group if you wouldn’t mind, like, if you see an where you’re like, oh, there’s com then deems coming out.

Have you, have you analyzed, like, have you looked at what their USB is?

Like, do you know what their, have you, have you learned anything, like, looked for any patterns, or I, no, I don’t say that.

I don’t think there’s like one trend that I could take away. It was just like while there are so many people coming at this from different angles, that I feel like we’re all constantly the same thing. So where am I gonna go in my approach.

And who, like, describe your ideal prospect, like, in and and that was part of the exercise as well. Like, describe them in one or two sentences. Like, who who are they? What’s what’s their problem? What’s their frustration? What’s the outcome they want?

I would say established business owners in the online space. So usually course, coaches or experts who have a coaching program.

Who wanna go from, like, low six figures to multi six and seven figures with a signature offer you know, and they want their launches to feel easier and they want more consistent sales coming in everyone. So generating that monthly recurring revenue.

Absolutely.

They reached a plateau where they’re just not their signature offer isn’t they want to take it to the next level sort of thing? Okay. So that’s good. So now you, like, you’re you’re laser focused, right?

You’re focused on on a specific audience, like within a you know the income, the revenue that they’re generating from their offer. So that that’s a great start. I just figure, like, what how can you what so your offer is gonna help them, increase revenue. It’s it’s gonna help them get to the next level of benchmark of revenue that you’re you’re gonna whatever that is.

Right? Like, how does it how do you help them solve that? How do you help them get the outcome? And that, have you figured that out like your process?

No. Well, because that’s the thing. It’s like, which so far I’ve just been doing I’ve been, like, specializing Everybody I work with has a signature offer, but I have done all kinds of different things for them.

Like, the sales page, the launch emails, the I got you.

So I’m like, what is my best? I know the who, but, like, what is my best call for for that audience.

Is it more the how? Is your is the is it should just switch that maybe to how? Like, you know, you know the problem, you know the outcome, and now you have to craft an offer to help them achieve that outcome. And that that that is gonna position you or separate you from the competition. Right?

So if they want to, you know, what is what is the how that I feel confident I can deliver on? Like, what’s the how, you know, So what so what’s the exact outcome?

Like, in one sentence, what’s the exact outcome they want? In one sentence, if you can.

Doesn’t be perfect, but, like Oh, I’m gonna just so here, because I’m gonna use the words she banned me from using, which I’m, like, profitable signature offer.

Right? The to be to be getting back to, like, taking home more money from their existing launches, their existing offers.

Add more to their plate.

Okay. So that they’ve reached a plateau, you’re gonna help them get to the next level, whatever that is. Now you need to now you need to tell me and that’s your secret sauce. That that’s your u s p.

Like that or it’s a common it’s a combination of how it works how specifically that’s your offer, how specifically are you gonna help them achieve that? Because you have a secret you have a secret sauce that you’ve discovered and you’re gonna work with them and you this secret recipe that you have will help them consistently get the results and they don’t know it. You know it and you’re gonna share it with them. And that’s why you’re gonna create that.

I would say, like, stronger core messaging, like, doing the voice customer research and doing this, like, groundwork and then using that to inform their overall core messaging.

Sure.

Then updating the sales page based on that core messaging, making sure that they have audience attraction mechanisms in place so that they’re attracting an audience that’s gonna want that ultimate offer.

And then what I have currently been calling, like, golden opportunities, but it’s essentially like strategic sequences that upsell, like, upsell cross sells systematized, like, behavior based sequences on the back end to increase the lifetime value of existing customers.

Yeah. Like build on, it’s the that’s just build on that. Like, what you’re creating is your offer, right, and you’re explaining to me how it works with the ultimate goal of of if it’s to increase increase ROI, like, if what it you’re and you’re aligning a metric or a certain lifetime value, you’re aligning a metric to that. It’s very clear and just build that out.

That’s that’s how you’re gonna create the separation and then use your, use your social proof and your credibility booster to say, hey, yeah, what she’s saying is true. This stuff does work. And that’s what you’re gonna sell. You’re selling you’re selling a system.

Right? That’s the apples to oranges. So it sounds like you have a good idea, but that’s the fun of figuring it out. Right?

Like, it’s like if we have GMB as a product type service, so our secret sauce is, like, we go into Google’s web vitals and how, you know, every component of your GMB page, I’m gonna do a session on this. Every component of the GMB page, you know, we use proven copywriting formulas, your Citi page. We use a proven copywriting formula that’s guaranteed not only rank organically in Google, but when people go to the site, it’s gonna convert. And then we set up this.

So we’re we’re telling story and we’re saying, Hey, hire us over the competition. We have a proven process with secret sauce that’s going to get you the consistent results you want. This is why you need to work with us. And it’s like the secret, right?

Or what do they know that? I don’t know. And that’s that’s one of the tricks for product type service as well. Right?

You’re just you’re taking that offer and you’re you’re turning into something great. You ever seen that those shows, how it works on TV? Remember those TV shows? That’s that’s exactly what it is.

Just think in that way. You know, it does this, does this, does this, and it helps them get better than anyone else. And that’s that’s how you really can, beat the, the that’s what I do. That’s that’s how you beat the competition to put a spin on it.

Does that help? Does that make sense?

Or Oh, even just talking through it has helped a lot.

So thank you.

Yeah. No. No. It’s, and that’s, yeah, put it up to, like, competitors. It’s always good to get a second eye on it.

I can look at it from a SEO like perspective and I can tell you, I’m happy to look at it and say, hey, definitely put it up so then everyone can benefit from it, but we’ll look at especially keyword data and Google ads. It tells a lot and you can use Google trends. Tells it all, we can look at their brand terms. Brand terms are great because it’s really gonna tell you, the popularity of their their products and services.

Right?

And especially their coaching programs, you can get a good idea on on, the popularity just by that alone, right, and Google tells you all stuff. And then you can do trends and you can compare it to everybody.

Yeah. So, yeah, put that up. I’m happy to do that.

Any other, any other questions?

No. Okay.

Or any, yeah, true.

Really quick question.

Do you do you recommend, like, having our certifications and badges on the site?

Because, like, Like I’ve always just had them because it assuming it improves credibility, but then I’m also like, do my clients like care that I’m a certified conversion copywriter like, oh, does it just make me look more amateur?

They they care about themself. Right? They don’t they they just wanna, like, ultimately, they care about them and it just, yeah, it helps, but use those to reinforce what you’re saying. Right?

It’s not the end all. Like, it’s not it’s it doesn’t is it is it gonna help? Yeah. Like, is it gonna help to have a logo from Joanna saying like, hey, you know, she’s certified of course.

It’s it’s just gonna say what you’re saying is true. Right? But you’re gonna use that. What we talked about earlier is, like, kinda reinforce your your system, your secret sauce.

Right? That’s the way to use those. Those are like tools to to really support, your messaging. That’s the way I use them.

Right? Like, your credibility booster is gonna build authority and trust your social proof is gonna it’s it’s gotta prove what you’re saying and true. Those are numbers backing it up.

That’s that’s the way we use them. So, yeah, use them. Of course. What are you worried about looking amateur with them? Like, in what way?

I don’t know. It just feels a bit like, hey. I’ve, like, done a training. I don’t know.

Do you know what I mean or is it just do?

Like, I’ve had this conversation with a few people, but is it time to take them all? Like No.

You’re okay. So you gotta you gotta your copywriter. Your your director’s you’re you’re a copywriter. You gotta spin that. So you’re not certified, Joanna.

You’re you’re trained in the the most advanced copywriting technique on the planet. Joanne is considered one of the top copywriters in the world right now. You were personally trained by her. You know her like her like that’s the way to to say it.

That’s not training. Right? These are these are your secret weapons, your secret sauce that you can help them You know, you know, this stuff. That’s the way to position it.

Don’t position yourself as a we’re all students, but you use them to build your authority. Right?

Yeah. That’s such a good point.

Yeah. Like, say, like, we, Google Google ads, like, we work in the EMR. So she’s she handles our our Google ad stuff. She’s top three percent in, Google ads in the world.

Right? And she puts up her Google ad certification, right? And she’s she says, here’s the certification. This is part of the reason why on top three.

Because I take I took all this training. I stay up to date. You know, I look at current trends and I know my stuff. Right?

These are all the books I’ve read in a year. You know, I read hundreds of books just to It changes. It evolves all the time. And she does that because she knew one of the one of the issues clients have is Google ads changes on a dime so fast.

Right? So she’s like, hey, don’t worry. I know this stuff. This is I I look at all the training I got.

So she’s using that to reinforce her messaging. Right? That’s the way to look at it. And try to incorporate it that way.

Sell yourself.

Right? That’s the it’s it’s all it’s all useful.

Boom. Cheers.

Yeah. For sure. What is there a logo that’s like specific one that you’re worried about though to put up?

No. Just like my copy Acres ones. I was just like, is it?

Hobby Acres. Of course.

Join is like if it it’s, of course.

I just I think it’s because, like, because I’ve got my testimony from Joe, and then I’ve got her, like, the featured in, and then I’ve got the training as well. And I’m, like, is this just making it look like I’m just like all copy hackers? Like, do I need to kind of get out of that umbrella a bit and have like, different certifications, because then it’s like, I’m trained by her but also, like, work from her. And it’s like, I don’t know. We’re just and a power note about it.

Build on it. Like, we do there’s a we work with some, especially in, like, the b to c space, like, where we have a results page and, like, half the page is, like, is credibility and we we paste that stuff. Right? Everything from, like, organizations, and it just everything helps.

Right? It’s like that, wow. Okay. This person knows their stuff. Not a an issue, but yeah, put that stuff up.

Just just make it if you can try to make it, try to connect it to something, right, to reinforce your messaging in some way. If you can. But, yeah, copy hackers, that’s a huge one. For sure.

Okay. Yeah. I I think I need to just put, like, a cross head above it that Most of them. Yeah.

Thank you. How did copy hackers has how is it? How does it help you get results for your clients?

Woah. It’s yeah. It’s like the conversion stuff, isn’t it?

Like, there is the the method, but I guess it could, like You network daily with some of the best copywriters on the planet.

So if you have a problem that a client needs to solve, you think you could jump in on the Slack channel and ask a question?

You have access literally to some of the and that’s that’s you see how you positioned it, and it’s true. It’s not just a logo. It’s like it’s what they have access to, what you have access to. It’s just acquired knowledge, right? And that’s the value in this stuff, and that’s the way to position it. This group.

Right? You know what I say? It’s big bucks to do you they couldn’t just go in and ask Joanna or someone question. No.

You have to you you pay them big bucks. Right? You can that’s the whole point of it. Right?

Does that make sense?

And I I mean, yeah, like, I have wondered about that.

Like, about whether I can kind of say that, like, because I’m offering like, but I’m offering like a consultation package at the moment and it’s new And I was thinking, like, can I throw in, like, that I have access to, like, some of the world’s best copywriters?

Or is that No.

You think that’s It’s true.

You’re part of you’re part of the the the the copy hackers pro community and you have a private invite only Slack channel. And in that channel, you always share tips and advice and you work together and you work with some of the best copywriters in the world. Which I’m saying that. Of course you can.

That that that’s a huge and that is your that’s you started to, that’s one of your USPs. It’s one. You can have you can have ten of them, but that’s you’ve just said it. And let’s let’s so now you’re saying, hey, I have access to not I wouldn’t say access, but you’re part of this private community invite only and then you you gauge what we talked about early results.

You you it’s a proven process where it’s built off of control, and you measure success by ROI, and it’s you’re you’re promising something but you’re not. So right away, that’s what we do. I just beat the competition on two usps. You can’t touch me on that.

Right? And especially the one that we talked about with the ROI agencies don’t talk like that. They don’t they don’t understand the concept. And then if and then if someone does beat me or match me, then I get in the consultative selling, say, don’t worry.

We’re gonna work with you because we know the sales close ratio is what has a major impact on your business. So we’re gonna we’re gonna take that sales close ratio from thirty to this. And then someone else matches me, then I’m gonna talk about, hey, we use proven copywriting formulas. We’re gonna increase that lifetime value with some upsells.

So it’s like you’re always you’re always beating the competition in a step ahead, but you’re you’re creating tons of value for yourself. Right? Does that make sense?

Yeah. Yeah.

Yeah.

So to piggyback on this real quick, Shane, do you see this is like making a claim about having access to this kind of ongoing skill development? And then you use the certifications as like a trust builder after next. You’re gonna wait here it that way?

Or Yeah.

Like, say, what I would say is, and and I do say it. Like, what are you? I’m a I’m a copy hacker pro coach. You know, we we we have a private community.

Like, you’re you’re stating the obvious. Like, I wouldn’t say it’s like be careful how you say it. Right? But that’s that’s a fact, right?

You have and that’s a lot of value for clients, right, especially when you hear invite only private access, exclusive. They love that stuff, right? And it’s true. We we help each other.

We work with we do work with some of the best operators in the world. There’s there’s no reason why you can’t say that. It’s true.

Right? And it just it just one more thing to add that. It’s like your u s p. Right? It’s not the tell all, but you’re using that to reinforce. That’s what I do. I don’t see an issue with it.

Yeah. Makes sense. Yeah. Does that does that answer your your question?

Yes. Yeah. And it’s like it’s always there’s so much, and it’s like you sell yourself. Like like David Olegov said, if you can’t sell yourself, you can’t sell clients, and there’s there’s opportunity.

Everything you do, there’s an opportunity a way to position it that sells, right? And it’s it’s done tactfully and it’s true. You don’t lie, but like there’s so much there’s all of these masterminds that people are part but then they don’t mention it. And it’s not a mastermind.

This is an exclusive group of some of the best trained experts in the world, and you’re staying up to date on the lay industries because the industry changes on a dime and as an as a specialist, you know, you need to stay on top of that, you know, and and not and then you back that up with you know, the certifications, and this is why you’re getting the certifications. So, you know, and it’s it’s pretty powerful stuff, but you’re telling a story. Right? And then you’re you’re using that all of that to reinforce your your messaging, your, what I call your, like, your secret sauce, your secret recipe, We do that with GMB all the time.

Right? Or, like I said, our product type service. Right? We have certification I’ve never heard of.

Like, I’ve, they don’t they don’t know. It’s probably, but it’s I’m part of forms, I’m part of communities. I’ll join up to, there’s one I wanna say it, but I’ll join up to this one community which is really well known in the GMB space, and it’s like fifty bucks a month, but I I’ll pay the fifty dollars a month because it it’s really well known, and it’s a credibility booster. It reinforces and it helps us sell.

Right? It’s so there’s that’s the way to position the stuff. Right? There’s opportunity with it.

Does that help?

Yeah. It’s awesome. Yeah.

Any other, Any other questions? Anything?

This is more of a comment. Sure.

I think we know you as the process guy, but I think you might need to be.

I think you’ve, in my mind, you’re now also, how to sell yourself. Like, you’re really you might be able to teach a course on how to sell yourself because you make it sound so easy and convincing. You know, when you talk, I’m like, nodding alone. Yeah.

I’m like, that’s so true. That’s and then, that makes total sense. And then I walk away. I’m like, okay.

I don’t feel as confident anymore. And I what was he saying again, but you have when you’re talking, In the moment, it’s so convincing. Like, yeah, what you say is true and it sounds it’s not made up. It sounds good. It’s not made up.

I don’t know. Anyways, all I’m saying is I feel like maybe there’s an opportunity for you to teach course on how to sell yourself?

Yeah, we did. It’s consulted. We had consulted it. So thank you. Thank you, by the way.

But as we, we started PR and then it went in the consultative selling. And consultative selling is really like direct response. Like, a lot of this stuff comes from, you know, Joanna said to me, study direct response.

That is the the the holy grail. Right? And it’s it’s all about eliciting a response. You want them to take action to do something.

And to to to get them to take action to do something you need to understand them. It’s getting in their mind of the customer. It’s that simple. And once you know the problem and solution, their hesitations and concerns, and you draft a guarantee.

Good luck. And then you create a USB, like, to solve their problem and you show this as a secret sauce, why wouldn’t they choose you?

Well, when you talk about it, it sounds so obvious, and it makes a lot of sense.

But I just I don’t have that same confidence when I walk away.

From this session.

I don’t know if that makes sense.

Yeah. But we can I can help him with that? It’s like, it’s not, yeah, the thing with this, like, director.

You’re talking this up and you’re talking our experience, I’m like, yeah, that totally makes sense. That is exactly right.

And then somehow I lose it from, like, it’s like because there’s a lot going on.

Right? There’s there’s so many moving parts. Like, when I was in the space, it took me it wasn’t until, like, three, five years till I, like, when I first took Joanna’s training, like, it’s, like, fifteen years ago, I didn’t know I was, like, I would I would take the training session and be, like, what the hell? Like, it’s, like, I was like, I I remember going to training saying, like, this is so complicated.

Like, you have to almost be like a scientist just to understand that stuff. And then eventually, it starts to click. And then eventually you understand the stages of awareness. And then you understand stages of awareness are all about, you know, what does the customer already know?

It’s that simple. And then then you think, oh, they already know. That’s okay. I I can answer that question.

And once you know what they already know, now you can start selling them. Right? And it’s like and then you see patterns. Like, for sales, we use Joanna’s question all the time.

Like, you know, what brought you here today? Shut up and listen. They’re gonna tell you the stage of awareness. And if they’re like solution aware, they’re gonna say, you know what?

I’m considering different problem, different solutions. I’m considering you but I’m also not sure if I want this procedure or not, you’re like, okay, solution aware. So you’re not gonna hammer home why you’re different. You’re gonna sell the solution.

But definitely gonna say, you know, I’m comparing you. I’m sold on what you guys are doing. Comparing you to this clinic. Okay.

Your your product order. So I’m gonna sell our USB. Why are we different? Why should you choose Oz?

If they’re most aware. You know what, Evan? Yeah, I’m convinced to go with you guys. I’m just trying to find like a date.

I’m looking for my schedule. What they’re really saying is I want a discount. Hey, we have a limit, we have a date opening up next week. You’ll save three grand.

Can you make it young problem, right? So that by asking, by understanding those stages, you can start crafting messages, right?

And then you can start to see patterns in it as well. That’s what that’s what I would start anyways. Like, are you familiar with the stages of awareness? How they work?

Yeah. Yeah. So I learned like study that. There’s a good book I’ll post on the the Slack channel.

And it goes in the after I read that book, it really hit home. And they break he breaks it down in in detail on how to use it as well. And start with that foundation, and then things will start to and then just to understand, you’re just in the business of selling problems. You’re not in the business of, of selling you or solutions.

You, you solve problems. And then and then your your job is to is to figure out and show them how your solution solves the problem better than anyone else. And that’s your, that’s your secret sauce, your u s p, right? That’s it.

And then that’s the fun part, this, the, how it works, the, the secret recipe, the thing you’ve discovered. And then and then you’ll find you’ll just put a different spin on it and someone will beat you and then you’ll put a different spin on it and you’ll put a different spin. Right? I think there’s like five different versions of the rule of one out there.

I know. But when you explain it, it does sound so easy and obvious.

No. But it’s but it is.

It’s kinda like just focus on those I love the confidence.

No. But it’s but focus on the on this on a it’s a simple pros. Like, even the process I just explained to you, what did I say? All you need to do is you need to figure out who your most profitable customer is.

You need to interview them. You need to once you understand them, you create a profile and avatar, so you can target them. You include demographic cycle graphic because you can use the demographic for campaign data like Facebook, use a psychographic to get into their mind and sell them. Then once you know that, you just create your USB because now you know the problem.

You create your solution. And then you just you you make sure that that solution beats the competition, but you’ve analyzed the competition because now you know what they’re all saying. So you make sure you’re saying the same thing except you’re going a layer above that and you’re beating them with your USB. And because you spoke to them, you know exactly what to say because your customers are gonna tell you.

Right? Simple things like, you know, what what features did you like best? Shut up and listen. They’re telling you why they chose you right?

And those those are those start building on your USB, and then one of those features may be the secret sauce that you get into how it works.

Right, and then you start building layers. That’s it. And then you use a couple of key metrics, like the metrics I showed you on the calculator, there’s only like four there’s three metrics. There’s conversion rate on your your thing. I’ll show you show you quickly as well.

And this is a good one as well to get into. Like remember this as because don’t get focused on. You can see the screen.

There’s only a couple of metrics that move. And as a business owner, just this is like remember what I’m telling you. And when you talk to a client, special a business owner, this is how you sell them. K.

There’s only a couple of of metrics that move the needle in your business. And if you increase any of them five percent, you see explosive ROI. Okay? The first one is your conversion rate.

This is your sales page, your landing page. This is what they hire you for to bring that in. Right? So if you increase this by another five say say you put this to ten percent, Watch how much more you make the client.

A lot of money.

Okay. The next one is your close ratio. This is and this is where agencies fail. They’ll send tons of leads, qualified leads.

But if those leads don’t book, what’s the point? And that’s where agencies fail, but business owners know this is a problem. They’ll say, well, everyone promises leads and you say, well, we’re gonna measure this ratio. And this is this is this is important because this is your close ratio.

And we’re going to apply consultative selling. We’re going to put this to fifty percent, and they’re all they’re all between twenty and thirty percent, by the way. That’s just you can count on that. We’re going to put this to fifty percent.

Look at their ROI. And then they also understand lifetime value and you’re how do you increase lifetime value? We know this stuff. You, you put a order on the thank you page.

Opsol, right? And you increase that even by another one hundred bucks explodes and then this is the secret sauce. This is agent part businesses will know what you’re talking about here is everyone puts this as a hundred percent. Right?

This is your your profit. So everyone uses this metric, but that’s not ROI. That’s return on ad spend. Even Google gets it wrong.

So you’re telling them, listen. Your lifetime value is two thousand two hundred. I know not all that is profit. And they’re like, yeah, exactly.

That’s my gross margin. Exactly. So let’s put you in and there are these remember these numbers, these are the same across the board. Okay?

Your gross margin is around sixty, sixty five percent. Yeah. Yeah. Maybe fifty between yeah. Exactly.

It is. Okay. Great. So we’re gonna put you at sixty percent. I like to be a little conservative.

Let’s put you at, say, forty percent. K? And Now I know your net profit is gonna come around say like twenty, twenty five percent. Those are that’s available information as across the board.

Those are pretty standard numbers. And now the business owner is going, oh my gosh. They totally get my business. They understand me.

Right? And this this is what I just showed you as direct response, you’re showing results, you’re showing value, right, but you’re selling this is part of our USB. This is one of our secret sauces. Right?

We’ve now it works every single time. Does that make sense? Like, it’s how it all works together?

Yes. Just learn those things. It’s it’s not complicated. Conversionary close ratio, lifetime value, done. Those are the only metrics that matter in the business.

Nothing else matters, right? And as long as you’re driving qualified traffic, this matter. You control these, and it’s, it’s so simple and so easy. And then work with them on this, this, this, this, and you’ll notice that when you get businesses busy, because then you you start flooding them, then it’s always an operational issue.

They start to break down because they can’t handle the volume, right, and then their profit margin searches and then you have to work with them to build that up. But that’s when you get into, Hey, I want I want a percentage of sales.

Right? So a lot of clients that we what they used to be clients, but now we we do profit sharing, right? But make no mistake. I know the numbers because the first conversation you need to have with a client, the very first conversation is what’s your lifetime value?

What is your sales close ratio? What is your conversion rate? What is your cost per lead? What’s your your your cost per acquisition?

Right? Because if you don’t have those conversations, you can’t advertise and don’t count on Google to tell you. Google’s system is optimized around cost per lead. Sorry, cost per acquisition.

In your space, in our space, it’s actually cost per lead. You have to go back a layer, but Google doesn’t tell you that. Right? Don’t even measure six that you can import your your ROI into Google ads.

You can do that stuff, but Google that’s like hidden secrets that a lot of people don’t know. Right? There’s another USB, We know this stuff, right? So that we work with clients.

So when we do Google ads, we we measure success by ROI. True, did you actually make money and we link it to the CRM. So I wish I could show you. We have a client who has, this one, our u s p.

So we have a, CRM, So what we figured out is we take lifetime value. So when their patient closes, what we do is we we use Google as API and now we know the exact keyword that that close so we can tie revenue to that keyword. See how powerful that is? And then we can use that metric inside of Google ads to start optimizing campaigns.

That’s data driven. There’s our other that’s another USB, why you should choose us, and you keep on building on that.

Make sense?

Yes.

Yeah.

I just wanted to mention, I really love this method of selling because it makes it feel more logical. Like, look at the numbers.

Like, if you’re turning away from these numbers, then you’re actually making an illogical decision So I really like this method. Yeah.

I’ve never met a client who put me in front of an agency, put me in front of a if if I put me in front of a client, client, like, who works with an agency, you go through this, they’re gonna sign up with you. We still have a client Joe sent to us fifteen years ago. Right? And it’s not that we’re, like, super great at what we do is because we know the numbers, and we just, like, I don’t I don’t even like Google ads, it just once you once you know and you tell Google, I only want you to optimize campaigns based off of revenue using first click attribution to the original channel.

You you can’t lose, like, you you you’ll make money. Right? And then it’s just monitoring those metrics and going and just don’t over complicate but I didn’t invent this stuff. This is like stuff that was talked about in the forties and fifties.

This is direct response, pure and simple. It’s that, it’s that easy. Joe put me onto that, and study that art, study, and then you’ll start to see the patterns, and you’ll see how simple it is. Understanding a problem, offering the solution to solve that problem, separating yourself from the competition, monitoring these metrics, growing your list, selling to that list, sorting by lifetime value, most aware audience, that all that is is is the people, there’s two types of most aware.

There’s there’s the the the people who are on the fence, they wanna purchase with you. Maybe they were they were recommended by a friend or something. They’re convinced you’re the solution. They’re most aware.

They just need a discount. And the other most aware is that they’re on your list they’ve purchased from you previously. Find out who they are, segment by that. Those are your repeat purchases.

Those are your most of our audience, and then just hit them with discounts. That’s it. Where’s the thing on this? Do you see this right here?

I don’t know if you see my screen. Do you see this?

So this is brilliant. So this is like how simple it is. This is from IBuy direct. I purchased these, glasses, I buy direct, and every month I get a card offering a discount.

I’m most aware. I am their most aware audience I’ve purchased. They’ve segmented because I know I’ve made multiple purchases and every month I get it to a card. Hey, purchase again.

We’re thinking of you. Thirty percent off, forty percent off. That’s it. That’s all it has to be.

But there’s so much opportunity in that, right, because no one’s doing this anymore, but it’s as simple as that. That’s direct response.

Make sense?

Yeah. My takeaway oh, sorry, Esther. No.

No. Go ahead, Carla.

My personal takeaway from all of this is let the facts and the data speak for themselves. You know, don’t go down by, you know, I think that my problem is I kinda let myself I just, you know, I get in the way. Like, I just step away and focus on the facts. Like, I think it things are simple to you because you strip everything away and it comes down to the data and the facts. And so to you, it’s very crystal clear.

The benefits and the, you know, what we’re offering. But I think so many times, I, you know, my emotions get involved in my you know, my insecurities or whatever. Like, I bring all that in, I question, bring in all these questions that maybe, I’m making complicating things for myself.

I I work with copywriters because I’m not, like, technically, I’m not a copywriter. I’m a direct response marketer, and copywriters are much better. Like, I understand the psychology behind it. But there’s also there’s the it goes a layer deeper, but I focus on the basics and it’s not.

Some people it’s it’s just that you strip everything down as much as possible and you fold it works for us and it, other people like to be more creative. I’m not I’m not creative. I’m far from it. Like, I’m I just it’s not in my it’s not in my DNA. Right?

But it’s just, I know a lot of copy readers are, but, yeah, it just focus direct response as much as possible, study direct response as much as possible. I think you’ll you’ll like it. It’s all based on data. It’s really straightforward, right?

And then just strip it down and simplify.

It’s fine. When you think about it, all the stuff you can do? Yeah.

I love it.

And then you’ll start making money for yourself, and then you’ll realize, holy crap. Why why why am I not why am I doing this for other people? Right? And then then you get into the real fun stuff. And then it’s all about, you know, yeah, and then it’s about enjoying enjoying life. Right?

But I’ve screwed up a lot of times. Like, I’ve I’ve lost over a million dollars. So I’m not I’m not like trust me. I’ve learned I’ve made a lot of mistakes.

I opened up a clinic in LA, literally, I lost from that six hundred thousand. Right? I learned from my mistakes and it’s not I don’t know But that’s the beauty of of the process of direct response, even Joe’s process, you know, testing and learning that’s built into it. It’s baked into it.

Right? Everything you do is an experiment and you go into it, you build your landing page. You you don’t know if that’s gonna convert. Like, it tells us that should be, you know, long form landing pages convert.

That’s not true all the time. I know for a fact that we’ve put up pages and and like a paragraph converted more. It’s like, how the hell is this happening? Or an image we thought would work is it didn’t, or we were messaging was to a product of our audience, but it would they didn’t but then we put up a discount and everyone purchased.

You’re like, this doesn’t make sense. But now you have a control and you can get in there. You can start figuring it out. Right?

It’s not it’s not perfect, but that gives us to I screw up, I fail every day, right? Every single day, I wake up, I make mistakes.

You know, but what you’re feeling is normal. Don’t I feel that way. I hate, presentations. I don’t like presentations. I hate it. I’m I’m logical. I’m not creative.

Right? And I’m I’m what we call visionary. I’m not an integrator. Right? I have teams and I delegate all this stuff to them.

So it’s it’s very uncomfortable for me to do. Right? Because that’s that’s the way I’m just I’m wired.

But you so what I’m saying is those feelings you’re feeling normal.

Right? It’s completely normal. Right? It’s just everyone everyone thinks that.

Make sense?

Yeah. Yeah. Like, it’s, especially with my team, I hear that all the time. So it is tough, like, it does hit me, like, to hear it because I, it’s and a lot of people feel that in the space.

A lot of people think like impostor syndrome, you know, I don’t look like I’m not an expert. People are gonna think I’m an expert. I don’t know my stuff. Like all of that is completely normal and even people who are in the space who are experts and influencers, they all feel the same.

They’ll journal, they’ll have coaches to deal with those emotions, and that’s the trick. It’s like once you understand that everyone feels the same way, and everyone like, I don’t know. I’ll put you on a secret. I don’t know if you guys have noticed on the the slack channels.

I leave spelling mistakes on purpose. And I I do that intentionally because I’m dealing with, like, with, like, you you take those emotions and then you you make them work for you. And eventually you start building this, like, this wall where it doesn’t matter, and then you realize the world doesn’t care. Like, people that really don’t care.

Has anyone noticed those spelling mistakes I make?

See? Like, it’s like, no what, nobody cares. And it’s like, but I used it ten years ago, I would be so petrified and it’s, but it’s building in that stuff. Right? Like I said before, it’s a bit out there. But, like, I’ve gone to a grocery store, laid in the middle of the grocery store to see what people would do. People walked over me.

They don’t care.

I know it’s a bit out there in Farfetch.

It’s a bit wonky, but it just puts it in a perspective, right? But that’s why people get coached They they work with coaches like Joe said. The coaches aren’t teaching you the practical stuff. They’re teaching you how to deal with all these all these these feelings that what you have are normal. Everyone feels. Imposter syndrome, I think, is the biggest thing students deal with. Right?

But it’s normal. Just remember that Do it anyways. That’s the model. Right?

Yeah.

Anyway, sorry to go off on that. It’s during topic of mine.

Any other, yep?

What resources you would recommend to, like, start off learning direct response.

David Olegle, the one of the legends, the tons. Like, there’s, yeah, there’s tons of books. I’ll I’ll put up a bunch of options.

Yeah, but see, the USP is based off of this one’s scientific advertising.

That’s the whole USB concept where it came out. All, like, all of this stuff that were, like, the direct response, the rule of one. All of this stuff is is it’s just it’s been around for like the forties and fifties and just people are building on it they’re putting like the digital spin on it, but much smarter people figured this out way before. Like they would launch million dollar campaigns with paper.

They didn’t have, like, Excel back then. Right? So they had to simplify it. So one of the rules was you just you assign lifetime value to the original channel, such a simple concept, but today marketers think attribution, this that you have to have that.

That’s not true. Oh, you just need first and last. Use lifetime value, your attribution.

Second click, that’s gonna tell you which campaigns are closing. And then or your first click is gonna tell you as long as you link lifetime dot, like, it’s it’s so simple that we like to complicate stuff, right? We like to have all these different models and then Google says, Now you need AI. You need AI to do that. Yeah. It depends.

As long as you’re tracking ROI to the original channel and you’re using revenue then then it matters, But like how many people, if you guys know clients are using Google ads, I can guarantee that they’re using data driven, but here’s the here’s the messed up part. I don’t know. I’m sharing my screen. Right? So let’s say I send the they’re spending all this money and it’s a ten percent close ratio, right? And everyone’s thinking, oh, this campaign’s doing really well, and Google’s optimizing around this threshold because it’s sending you a hundred delays. Here’s the problem.

Only one of them or zero have booked. The client’s losing money, but Google doesn’t know that because you haven’t closed the loop. So Google’s optimizing around this. That’s what data driven is.

You have to pick the metric. It’s scary.

And everyone’s running around thinking everything’s working for them. It’s not because they’re not closing anything. They’re all shitty leads. I’ve experienced that.

Right? So Google’s optimizing for shitty leads because they’re not they’re not optimized running metrics that matter. Right? So imagine if you’re pumping you know, all of this money.

Now you’re getting into this and say you’re five, like, this I’ve seen this. Like, we did a Facebook campaign which on paper was really well. We generate thousands of leads. Guess what?

None unbooked.

Right? And every business owner you talk to, like, I I I literally, like, fired a client one time. I said, like, I’m not they’re like, we want you to do Facebook advertising. I’m not doing Facebook.

Why? Because I know it doesn’t work. Well, why do you know? And they I’m like, because those are vanity metrics, right?

But it doesn’t, it doesn’t, I don’t like Facebook anyways. It’s it’s like a long term play, but anyway, that’s a totally different story.

Sorry to rant.

No problem. That was really helpful.

Yeah. Thank you. But have fun with it. Right? Like, I’ll I’ll give you some resources on it.

Like Joe’s training, obviously. That that’s peer direct response as peer, computers are copywriting. That’s amazing training. Like that that studying, that’s where I started my training.

And then like Joe said, she mentioned to me as well. Study response, the Grates, your David will hold these.

And you’ll notice, it’s it’s pretty straight. They all preach the same stuff, right? And then just, and then you’ll start to you’ll start to see a pattern and give it a couple of years, but it’ll sink in, right? Then you’ll start looking at stuff and saying, oh, that’s this stage of awareness.

Oh, this is stage of awareness, and then you’ll get mail. It’s like, oh, sign up for everything like every I get so many letters and it does my swipe file. Right? It’s you everywhere you go, go to a national enquirer and sign up for all those little things at the end.

Those are direct response marketers. They know their stuff. And then watch what they send you and step back and start analyzing it. Right?

All of those place. What’s another one? Like, what’s another one like inquire? All those book, look at those those full page ads.

They’re making money can guarantee it. Those that’s a lot of money to be put in there. They know what they’re doing. That’s peer direct response and see what they see what they sense, see what they do and learn. Right? I love doing that, so.

Cool?

Very cool. Thank you.

Yeah. No problem. Any, any any other questions or Okay. Yeah. So hope that, yeah, I hope it was helpful. I look forward. Put up the anything anyone wants me to look at.

Like, put it up in the channel and, Oh, do we get a I do have a question.

Do we get a, do we get the competitive analysis template? Will you be sharing that?

I can. If you want, did you wanna copy of it?

I mean, yes, if you don’t mind.

Of course. No. Of course. Any, the competitor analysis, anything else.

I’m gonna share the, let me show the oh, yeah. Actually, this is a good one. Let me show you guys because, you know, Joe talks about your spit draft and wire for me and whatnot, and when you’re doing your, when you’re creating your pages. So this is what to do.

Do do do do bear with me while I open it here.

And then the survey data, you know the training on that where you take your survey data, you put it in your messaging, and then you take you apply proven copywriting formulas after that?

Yes.

Okay. So that is the so that the concept that we went over will share the whole wireframe with you.

But we have, all of the pages mapped out. And then it’s just really the, the what versus the, the how. And then you just focus on what you wanna say. If it’s yours.

Yeah. I’ll take it out for you later, but it’s a whole, it’s a whole sequence that, anyways, I’ll share it with you. I thought I could find it I’ll share all this with you. I’ll share the competitor research.

I’ll, what else? The, this bit draft and wireframe, the survey questions, that we have. So we analyzed all of the, every copywriter known. We we they all have questions that they ask and then there’s also story frameworks.

So we have the we can pile this massive list of questions that are designed to get a a response from different people. And then you can pick and choose which ones you want, and you can ask those. We’ll send those as well.

Okay. Great.

And then just having fun with it. Right? And, but anything else, anything else you want me to look at on the forms? Like, yeah, put it up, and we can, Happy to look at it too. Oh, we’ll send our, the UVP, sorry, the avatar that we use as well.

Okay?

Thanks, James.

Okay. Thanks, everybody.

Bye. Bye bye.

 

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

 

Using AI to Automate Your Proposals

Using AI to Automate Your Proposals

Transcript

So what we’re gonna do today is we’re gonna go through, automating the process to send client proposals. And this is the process we use, and then I’m gonna share the, the spit draft as well. And then, there we go. So it starts with, there’s a couple of key pieces that you want to use when you’re creating your service catalog or when you’re looking to automate the process. And this is how we’re using AI in our agency. We’re really we’re looking at every stage of the the customer journey, and we’re seeing how we can automate or what we can automate.

And then we’re creating processes and systems around that. So, it starts with your service catalog. So this is an example of a service catalog from we swiped this from AWai.

So these these services are actually recommended based off of some study they they perform. So these are the top eighty, conversion copywriting services that they recommend.

So what we’ve done is we’ve we’ve taken these and we’ve, created a brief description about each one, including also what the final deliverable is, the price, and also the timeline.

So this is the first step that you would do to sort of automate the process. One thing to consider as well is, not just the service catalog, but if you have product ties services, then you can create a sort of a catalog of productized services as well. Right? That’s that’s really gonna speed things up.

I’ll include this list as well in the, in the prompt. Now once you have your list of, or your service catalog, the next step, of course, is your statement of work. So the statement of work that we pull from is actually Joe it’s the same one that she uses for Air Story. So it covers all the main pieces, the need, the solution, our services, our team engagement timeline fee, fee summary, payment schedule, next steps, terms and conditions, all all the good stuff.

Once you have your template, which, of course, this is available to everyone, the second step is getting ready for your discovery call. Now the one of the things you need to do is during your discovery call or you should do is use, consultative selling questions. And these are questions that are really gonna probe the prospect because you really wanna get in the mind, understand their their problem, the outcome they want, and you’re gonna use these to guide AI, to draft the, statement of work for you. Now I don’t know what tools everybody uses. We use Nota. I think it’s Nota, so I pronounce it. But in this, you can actually preprogram the the questions that you wanna use.

I did include in the resources action, a bunch of consultative quest selling questions that you can use as well. But in this tool, you can actually pre program them. So then when you’re doing the discovery call itself, these questions, will guide you because it, it, it is helpful, that you ask the, the consulted of selling questions in the same order as the statement of work. You know, you’re starting with the need, which is the problem, you’re agitating the problem.

So you’re you’re aligning the questions to the statement of work, and you’re you’re aligning the framework as well. Now, depending on the tool that you use, you can also program it to, spit out the summary. So when it transcribes the call, it will transcribe it around the that you answered. So you have a nice little package at the end that you can copy and paste and use for, use for the automation.

Now once you’re prepared for the, discovery call, you’re gonna go into the prompt. This is the prompt, and I’ll walk you through each step one at a time.

Essentially the prompt just matches the statement of work. It starts with the need.

The need is now this is important here. I know, a lot of students we struggle with or we wanna capture the voice of customer when we’re dealing the, the prospect after the discovery call. So we found that the best way to incorporate, voice of customer from, from the discovery called transcript is to pretend that you’re a journalist or ask AI to assume the role of a journalist, we found that once you ask Addis in that role, it’s really good at sort of connecting things and using the actual voice of customer in the data.

So the first step is this is called a a chain of thought prompt. So what we’re doing is we’re asking AI step by step to create each each section of the statement of work. So the first thing, of course, is you roll your journalists. The second one is is step one is the need.

We’re asking AI to craft a narrative using direct quotes from the client, during the discovery call, and we want it to outline the the client’s challenges, the solutions, then we go into instructions. Now, there’s a couple of fields here that you’ll wanna update before you use the prompt. The first one is to replace your name. There’s place holders here, of course, replace it with your name.

Replace the, business name with your company name, and, of course, the client as well. We’re gonna actually do a a real client that I had a call with today. Sean, I changed his name for confidentiality reasons, but I’m gonna use this prompt to create a proposal that we can send them to him afterwards as well.

Then we go into instructions.

This is I would suggest if you’re gonna customize this for your own needs is to keep all of all of the instructions to this point. If you wanna start tweaking it, you’ll you’ll build on this. If you wanna make the need section shorter, you’ll just adjust the number characters, if you wanna go for a different voice, this is really where you’re gonna start adding stuff.

Here’s the template, exact same template that Joe has inside of the, the statement of work.

And then, of course, here’s the transcript from the call that I had with the client, and I’ll I will do this with you guys in a second as soon as I I walk you through the process.

The second step is to create your services.

This is this is where the fun part happens. Now, because you have your service catalog here, What you’re gonna do is you’re gonna ask, and AI is really good at this. You’re gonna ask AI to write the need section of your proposal. And then based off what the client’s challenges and frustrations and goals were, AI is gonna analyze your service catalog. And AI is gonna recommend services that you offer to solve the client’s problems, and it’s gonna auto populate that for you.

That’s what you’re gonna achieve in step two. It’s gonna look at your database. You’re gonna upload it.

We included instructions as well. I suggest keeping these instructions because it’s very good at at looking at the client’s problems and then matching the the service and the solution. If you wanna tweak it again, just just continue after after this point. I do suggest we added some personalization.

So as you go through the prompt, it’s gonna it gets gonna use the client’s first name as if you’re having a conversation, and I’ll I’ll show you what I mean by that in a second. Then, of course, we have the template. So what AI is gonna do is AI is gonna look at your service catalog. It’s gonna pull the matching service, and then it’s gonna provide it’s gonna use the copywriting formula problem match take solution, followed by a benefit.

And that’s how it’s gonna present these services to the to the client in the proposal.

Then, of course, we have timeline. Now what’s cool about this is, same scenario. So AI is gonna look at the services recommended from your service catalog. So it’s gonna say, hey, you know, I recommend these many blog posts.

Then it’s gonna look at your service catalog and it’s gonna calculate how much what are we on right now? We’re on the we’re on the price. It’s gonna calculate the price and then it’s gonna update that section for you based off the price that you quoted. So when you do create your service catalog, everything hinges on this, I put a range because that’s what AWS has.

Just make sure you have one amount and always go on the high end, of course. Because AI is gonna use this data to populate the proposal, proposal for your statement of work.

Next section of the timeline, again, same scenario. It’s gonna look at your statement of work. It’s gonna create the timeline. It’s gonna look at how long each deliverable takes, and then it’s gonna add this to the proposal that we’re gonna create as well.

Here’s a quick snapshot of of the output that it’s gonna it’s gonna produce. And I guess we’ll do this real time as well. This is the need the solution, I suggest you you prepopulate this because it’s really gonna be about just a sort of a bullet point.

The services, it’s it’s gonna spit out something like this. It’s gonna follow the formula.

Our team, you wanna prepopulate this. Obviously, you don’t you don’t need I AI for this. Here’s the timeline. So what it did was it’s gonna look at each service.

It’s gonna recommend the landing page. Then it’s gonna look at the timeline And it’s gonna say, okay, you know what? It’s gonna take one to fourteen days based off what you inputted in your in your service catalog. Okay?

It’s gonna give a, sort of, eight to ten weeks a general, a general time frame, then it’s gonna look at budget, and it’s gonna produce a table. And again, it’s gonna take each deliverable. It’s gonna look at the price range or the rate that you you set in your service catalog, and then it’s gonna put match the number that it recommended and then also the final price as well. Payment schedule, these are things you can you can set up on your own next steps. These are general templates.

So what we’ll do now is we’ll go through each sort of step by step process, and I’ll show you how it works. So literally all you need to do is we’ve tested this across the board is just literally copy and paste.

Starting with, of course, go in, you wanna make sure that you replace your name. I did this. Make sure you place replace your company name. I did this and, of course, the client’s name. Then it’s just a matter of copying this over.

This is the transcript from the call. Now what you would do is I just put the script here, but depending on your tool, you would actually just go here and copy and paste the transcript.

As long as you follow the consultative selling questions, it’s gonna ask the questions in the same order, so it’s not gonna be not gonna be a problem. So we’ll go back.

Let me highlight everything.

Okay. We’ll go in, paste it in.

And it’s gonna analyze this. It’s gonna look at the and it’s gonna start crafting the story.

Now what’s cool is if you look at and I included I included the discovery call for you in the in the prompt. If you look at the transcript, and then you look at its output, it matched it word for word. Now, we’ve always struggled with that because AI is really hit and miss. For it to nail that, it’s the role of a reporter.

That’s that that’s what worked. And there’s a big difference if you if you look at this where I said role here, remove this, it’s gonna be hit and miss. But as soon as it thinks it’s a journalist and you can have fun with this too, you can say you’re you’re a journalist from wire magazine or or some other magazine that’s relevant to your client. It’ll take on that set, but it’s gonna look for accuracy and integrity, especially when it’s it’s, you know, it’s stringing sort of, words together or what the client says.

So if you read this, it’s it’s really well written. You know, it, Sean said captivating has challenged. The problem was manifested in the stark numbers around ten thousand monthly visitors. And barely fifty leads.

So it picks up on every point, pretty well. Then it follows the the template, of course. It it met us during, a mutual client. It’s interested in our services.

If you’re okay with this, you can you can redo it if you want. You can regenerate. It’s up to you. I usually just go with the first one.

Then when we go on to step two, step two is this is the fun part. So now that AI is looked at, the call transcript, it understands what what the client is after, the needs, the wants, the challenges, everything. Now we’re gonna ask AI to look at this data. We’re gonna upload our service catalog.

And what we’re gonna do is we’re gonna paste in the second prompt, and this is gonna tell AI to look at our status our our service catalog, I also want you to look at the transcript I uploaded, and then I want you to recommend services that I offer that are gonna solve the client’s needs. And I want you to continue using Sean to make it personal. So click that. It’s gonna analyze the data right now.

Which is really cool.

Here you go. And this has been spot on. It’s it’s recommended the same every single time.

And they’re tailored, you’ll notice it’s using the problematic State solution benefit. It actually highlights. And if you compare this to the transcript, it highlights his struggles directly.

Same thing every single time. It’s the SEO auto responder lead generation page. So it’s it’s been accurate it is good about this. And like I said, it does really personalize this, especially just saying Sean. It doesn’t say Sean Burns. It says Sean.

So if if you’re happy with this, you wanna regenerate. It’s up to you. You can add a service. But the next step I’m gonna do is I’m gonna go in, and I’m gonna look at the timeline.

So now that AI has recommended service that services that solve Sean’s problem, it’s gonna look at my service catalog, and it’s gonna look at the timelines that I suggested. Right? So I said right here is three to five days. And it’s gonna populate this based off of the the services that it recommends.

So in this case, I’m just gonna paste it in. It’s gonna look at the knowledge base again. How you know it’s working, and then it’ll start, it’ll start calculating it.

You know, break it down on phases. It’ll it’ll launch a a phase four for review. Same thing, everything will time. Sean’s feedback, then it’s gonna go in for the final step, which is your investment, the pricing. Now what it’s gonna do in this case, is it’s going to look at your service catalog and it’s gonna look at the price and it’s gonna pull the pricing from this. So I’m just gonna go in and I’m gonna Copy and paste it.

It’s analyzing everything again, making sure it’s there.

Now it’s not when I suggested to do the the pricing, it won’t, because I’m doing a range. I suggest when you do your your pricing stick to one, then it’ll calculate it. There’s an example of a calculating right here, depending on what it is, but that’s for you to try to try to stick to and then it’ll calculate the total here as well.

So now you have all the major parts, and then literally, it’s just a matter of going to the top. And if you’re happy with it, just take this and copy and paste it into your proposal.

Easy.

Your needs section and continue each point, copy and paste, copying and paste, and then print it, you may use a proposal tool or something. I we use right signature and, send it to the client for the sign off on it. That’s pretty much it. And then if, the the key, like I said, is really to make sure that your, your service catalog is the it’s it’s important to follow this framework.

This is your service. This is the final deliverable. Make sure that you include your price. And then, of course, your, your timeline. And just stick to one price as well. Put it on the high end. And, ideally, like I said, you wanna make sure that you if you can stick to product type services as well.

We did this as well with, GMB, which is a product high service that we offer. So it’s pretty easy. Every time we have a call, we just we just let AI in all that it’s for the specific prototype product type service, and then you can start whipping those out of ten templates as well.

Yeah, that’s it. Is there any questions that I can answer? Anyone miss I know a couple of people joined at the beginning. Did anyone miss anything at the beginning?

I I did, but I will watch the recording to catch the five minutes I missed.

Okay. It’s yeah. Just at the beginning, we went over. It starts with your service catalog.

And making sure that you you put every service that you offer. This I included this for everyone here, I’m gonna put this in the link as well. You can put it in the chat right now. But on the bottom, you’re gonna see the the templates.

There’s the service catalog word document. And there’s also, sorry, the statement of work word document, and there’s also the service catalog, as well. And then you can edit those, these are pretty good. It’s a good starting base anyways.

I we swiped this from AWS, as I mentioned. So these these are the services that were they recommended based off of a, study where they they interview businesses or whatnot. And these solved the the most challenges that businesses have. So it’s definitely a good starting point and includes everything from news releases to direct response and and recommended pricing and whatnot as well.

Now, and then we went over sort of the the template that you use for the need. We’re just using Joanna’s statement of work, framework. It’s it’s templated. It follows a formula.

And then, again, depending on, with the which tool, you use for your transcription. If you can align the call to consultative selling questions, then That’s ideal. And then just let AI, do its thing. Is there any any questions that I can answer on the process or the prompt itself?

Sorry. So this service catalog, this is just for AI’s use, or this is something that you also share with the client.

Well, it depends on how you you you wanna use it. Like, if you wanna list your services on the on your site, great.

It depends. Right? It it’s up to you. We use this for AI, specifically.

So it’s not, obviously, you wanna make sure you offer them, but some people have them on their website. Some people email directly to the client. In this case, because you’re using AI, it’s more of a customized quote, right, because it does align each service to to solve a specific problem of the client. Right? So it’s definitely customized. So it’s up to you. Okay.

You should have a list do you have a list of services right now that you that you have to open. Yeah.

Yeah.

Okay. Yeah. Same thing. Just format them. When you’re formatting it for automation, just just to make sure that you, like I said, you wanna include literally, say final deliverable, the price and timeline. And then AI is gonna use this to populate, and it’ll overlay, a copywriting formula.

Okay.

Okay. Is anyone using AI in their proposal process at all? No?

No. A little bit here and there.

But Okay.

Yeah. Read the, it’s really spot on. Like, I couldn’t especially when you get into the to the narrative, like compare and I did include this for you in the in the prompt so you can compare it. It’s spot on. Like, it’s it it nails it, especially when you say act as a journalist, it really wease it together.

And it does it well too. It sticks to the facts, and it doesn’t you, you know, Sean was upset about this. It just says says it’s very it’s it’s very factual, which I like. But if you wanna change your voice on that, you can you can do that as well, but make sure to stick that you’re to you’re a journalist that we we try copywriter We tried direct response, we tried everything, and it was just it never seemed to work until we we, we did the journalist thing.

Any other questions?

I think so I think I know the answer to this, but I have, like, a pretty services guide that I like, whenever with images and it’s designed.

Yep.

Is that could I share that or does have to be formatted like you were showing with the just picking out that those details for AI so that it gets just the salient info.

You wanna format it just the way I have it. Because you’re, in this case, you’re using this to as a database for AI to to populate. Right? So just stick to the basic. It just needs to know the deliverable, the price and the timeline, and it’ll it’ll figure out the rest on its own. But I did include the template for you. Stick to this for the for the AI.

And is there because what I have already is, like, this is for you if, you know, and, like, kind of the benefits then have to know if it’s right for you, is there any benefit to also feeding it that information, or is that gonna work against the statement of work template.

You it def so this is where you can have fun with the prompts. So I chose under services, I chose this formula. Right? I said service name, problem agitate solution benefit.

So if you if you wanna choose a different formula, so say in your your service catalog, you went with a different formula framework. Just match them up and AI will figure it out. That’s it.

Okay. Cool.

And just just put that under final deliverable. Right? And just it just needs a couple of words in that, in that formula, and then it’ll match the two. It does a really good job on on stringing everything together.

Cool. Thank you.

Yeah. No worries.

Any other questions?

I can answer it. So nobody’s, how are people approaching through proposals right now as far as your process?

Is anyone incorporating a AI at all or you’re just you’re sort of winging it with your transcript and whatnot?

The most I’ve used it is like I record the call. I upload the transcript or I get the transcript through Otter. And then I will pick stuff out manually from that and copy paste it into the statement of work, but I am not I’m not using AI to generate the proposal yet.

Or You have to try it?

Okay.

Like, I’m like, okay. Based on this transcript, like, what was the most acute need stated by the client, and then I use it to kind of, summarize themes in that way, but not actually for the building.

Okay. Yeah. Try the, definitely start with a consultative.

Like, use the questions in the same order as the statement of work. It’s like what problem are you trying to solve? You know, what are your biggest challenges? And then just try it out.

You’ll be impressed and then just literally export it. I don’t know whatever tool you use. Just copy the entire transcript and just pop it in. AI is really gonna figure that out.

And it’ll it’ll populate that. It’ll answer the questions. And, like, if you look at the the two, like, the transcript, like I said, it nailed it. Like, it didn’t get anything, and this is consistent across the board.

It’s the same thing over and over again. Right? So it’s it’s it’s just really good at figuring out those patterns and looking for what the client is saying. So, yeah, try it out.

It, it speeded us a lot of work. I was I was pretty impressed.

And this does work. Sean did sign up just everyone just everyone know. So it does. And I guess don’t don’t overthink it as well.

Like, don’t go like, I was guilty of it as well. Don’t go for the perfect proposal and trying to get the perfect wording. Don’t do that especially when you’re working with AI. It doesn’t matter.

As long as, like, it’s you’re using the client’s name, you’re telling an engaging story, you’re using his quotes directly in it. You’re following a formula, send it. You know, don’t don’t get caught up on that.

To try to look for the the perfect setup. Just, yeah, just use it as is, and then it it’ll be fine. And just tweak the the wording if you want. But, like I said, make sure that you you stick to journalist though.

Is anyone having problems, using actual voice of customer in their copy as well?

I know it’s a challenge with a lot of operators like using pulling in the exact words and quotes. Is anyone having issues with that? No?

Oh, yeah. That’s good.

And like I said, I’ll share the, the prompts.

Everything that you need and just make sure that you you go in and you update your, you replace your name and whatnot. And if, like I said, if you’re gonna tweak everything, just just you know, you can you can play with the character, limits. I’ll show you right now. You can, I’ll pop it in.

Is everyone using, chat g p t four?

Yeah.

Yeah? Okay. And so so if you go character limits, just the five hundred, and this is where you can tweak it, have fun with it.

It’ll shorten it up.

But it’s still great at sort of plugging everything together and all the main points. So, yeah, have fun with it.

Has anyone, using AI for any other parts in their business as well? Like, has has used down and done an audit to see what you can automate or streamline or anything?

I use it to strip email addresses out of a big giant list.

Okay. Well, that’ll work.

Yeah. What about actual, you know, production or in your workflow, analyzing voice of customer survey data, anything like that?

I’ve been using it for the survey data. It’s, like, so much faster than coding it, manually.

Yep.

Yeah. We are too. It’s like and one thing you can do as well, just to let you know is we you can use a a story framework so you can use a case study outline. So when you’re when you’re doing the actual call with your customer, you ask these questions in the same order and just let them talk. And then what you’ll do is you’ll just copy and paste the transcript into AI, and you’ll tell AI to tell a story.

Just give it a case study framework.

Like, I can do a session on that to emulate that framework, and it’ll it’ll spit at a pretty good, first draft that you can publish on your blog right away.

Okay.

No. It’s funny that you’re using this because one of my clients developed the sales tool that does pretty much exactly that, that like has the playbook embedded in the, like, It’s like an AI notetaker, like a meeting assistant.

Mhmm.

And you can, like, embed your playbook in the sign. So it’ll feed you the right questions in the right order, and then it’ll create a transcript and upload all of that to the CRM.

Yeah. I just I used this because it was I got a appsumo deal. It was unlimited, so it’s free. I like free, but it just, does everyone else have these features with their tool? Where you can you can guide it the the actual transcript itself.

No. I. Yeah. I find this helpful. So when when AI, transcribes the call, it’ll use it in the same order.

So that’s like your spit draft. Right? And you can apply this to, there’s an article that Joe has on writing your homepage, and it’s a series of questions. So we we’ve used that in the past where we’ve just answered, ask those questions in that order, and then there’s your spit draft.

The the very first draft you can send to the client in their own words. Right?

And the trick is to just load it in here, the same, and it’ll spit out the, it’ll answer it in the same questions, or in the same order anyways.

I don’t know what coaching is but it’s that’s something different.

Yeah so that’s it. Is there any other features or, is there any part of the your workflow that you wanna see how to automate with AI, because I really wanna start getting into we’re using it across the board in our agency, everything from creating content to, creating proposals, to case studies, social media posts, pretty much everything. We’re getting in pretty deep with it. Is there any processes that people would like to see on how we’re using it?

How do you use it for social media posts without making it sound robotic? Because whenever because I tried it several times and like the first time it worked, and then like everyone started to use it, and all of a sudden, AI writing sounded very robotic. It was very hard to get social media posts.

It’s your it’s your voice in your role. You have to assume assume of the role of something and then just, AI is really good at it. It’s just the voice and then using a formula.

Wait. That’s actually one of the easiest we found to do. Is the social media posts. Almost too easy. I’m surprised people are are not everyone’s using it, but are you using formulas, copywriting formulas?

In the AI templates?

Yeah. Like for your social media posts. Not really.

That’s that’s what you want.

So here’s the trick is to go, yeah, you want anything you’re using. So let’s just do you know, pass formula rate, for Facebook.

It’ll you you need to you can use the voice of customer, but you have to parental oops problem. I don’t know what that is.

You have to let AI know, and you can do a template around that.

Give me what’s the topic someone wants to see, post on?

Give me something.

Fun day.

The, as long as you use that problem match day formula, and then you you get clear on your voice, and then give it some guidance. It’s really good at figuring it out.

But that’s the key though is to follow the formulas.

You’re not using formulas at all?

Well, now I write my posts by hand because I find it they tend to work better. Because, like, for example, for my own post, sometimes I’m sharing information, where I don’t necessarily want it to have that story kind of format.

Wanna keep focused on providing value.

Do you have, so if you wanted to, like, have your own voice, so that you can use, AI to to emulate your own voice and then feed it past posts that you’ve done.

Mhmm. And it’ll use your it’ll analyze your pattern and then it’ll start producing content like it was you.

Yeah. That I’ve done before. That can sometimes work.

Yeah. If it works for you, whatever, we we find we use it’s always a role us, like, we we choose, a, like, a a copywriter will say, you could say Joanna Weeb. You could say, AI is really good at picking that up. Like, we do content for doctors as well, and we use doctor voice.

So we we pulled in AI as some really good content around, winning campaigns, and a lot of it is Doctor’s voice. So we’ll use that to feed the database to train AI. And then it’ll write, like, like the doctor’s voice from these from these content. So that that’s how we’re using it.

It’s spot on once you get it trained with the data set anyways. And then you’re just at the beginning, you’re just telling it to assume that rule. And then once it figures out the role and it figures out the patterns, you’re you’re good to go.

Also, there were in in the past, I would keep it all on the same chat so that it would have that memory. But it would that one chat would get overloaded.

And it would get really, really slow after a while, so I would have to open up a new one.

Yeah. So what’s happening is I’ll show you. We use we use, we don’t use, I use, like, chat GPT four, but we use different tools. We have our own not our own, but it’s we use a different one. It’s, it’s chat to team GPT, and it’ll show us here on let me know if you can you can see the screen.

It’ll show you after a while, like the right here.

Right. So this is the efficiency. And after a while, this goes down the more you use it, and it I don’t know the calculation, but that’s what’s happening. So as a bit of the halfway mark, we we shut it down and then we use another because it starts the results start to get wonky. You don’t have that indicator on this, but if you can pick up this tool, I think it’s still available. This is you this uses the API.

From ChapyT at GPT four so you can choose which models. And this is where we store all of our prompts for using stuff and building stuff. Like, I empower teams on this.

One thing I’ve noticed is when that happens, what I end up doing is, asking it to, build me like a brand voice and document.

So then I’ll feed it to the new chat. And then continue the discussion there.

Yeah. That’s smart.

And that’s you can do it too. Like, we we do the same same concept where we to get the doctor’s voice, we have it actually create a style guide from that and analyze it. And then and then before writing content, we load that style guide into the knowledge base, have it analyze it, like I just did first, create a summary of it, and then use that moving forward for the content. You get the once you get to that, like, if you’re that detailed with it and then you control the voice and you and you get it, you can’t tell.

But just putting stuff in and spitting it out. It’s not it doesn’t, and people disagree with this. I I know where the the future’s going with this.

It’s not, and it’s kinda like do I used to struggle with a lot of this stuff publishing it. Like, oh, it’s AI, even in social media posts. I don’t care. Like, it’s good.

It converts. This stuff really converts. Like, we use this for Google ads. We use this for, and I even putting a landing page, I’m like, well, you know what it say I generated?

You know, it doesn’t am I creative enough?

It’s converting. Put it up.

Right? But you know, people have different approaches on that, but just we find as long as you you stick to the proven copywriting formulas and then you overlay the voice of customer, it’s you you have a pretty good foundation to work with. Right? There was a study. There was a study too that did, they compared AI generated headlines versus human and AI just destroyed it.

The conversions were way better, but then it failed in long form copy now, but it’s only gonna get better. Right? Just give it just a matter of time guaranteed.

Can I ask a question? So I was on a webinar for searchy earlier this week. I don’t know if you know it. It’s tool. I think it was developed by Stu mclaren, the Alright.

It’s searchy.

Searchy dot I o.

Is that right?

S e d r I e at the end?

Okay. Yeah. Dot I o. Yep.

Yeah. But with the you’re missing an h.

And basically, like, what they were recommending is that you can upload load, like, the full content of your course. You can upload your podcast, like every all the content you’ve ever created.

And then it builds you a chat bot that will answer questions, and I mean, he’s so he’s the, like, the membership guy. So he’s talking about how this can be used inside of a membership, but, like, I have this program. I don’t know if you remember Shane. You saw it in like the first week of a Yep. Of CSP.

But you know, like, I think the main I haven’t relaunched it since the fall. The main issue with the program is it’s like a lot of money for people to pay to still be writing their copy themselves. So I think before I relaunch it, I need to build an AI component into it.

I’m just wondering whether just seems like a lot of mental investment and time investment to, like, build a custom DP tea or I’m just wondering, I guess, like, if you if the program is, like, here, follow this flow, like, Here’s how you do the research, here are the templates.

What how would you best incorporate AI in a way that people could use it themselves, like, to run with my templates or to run with my concepts.

This like this. So this is your I use this for, so when I purchase a book, what I use is I I download the book and I create a database.

And then, like, this this is a really good copywriting book, and, AI is really good at this. And now I’ll use this as the database to help me craft content.

Like, I have one for eugene Sports. I have, like, different copy. Right? So if I’ll run stuff through, like, as as Eugene Sports, like, what do you think of this? Tell me the stages of awareness. Tell me the market sophistication.

The same concept, you’re just using your templates. So you can include your template in this, and then you could tell me, like, you know, the key aspects of the rule of one, that’s a big one. And it’s it’s tell me about, you know, the rule of one. It’ll it’ll look at the database for that.

And it’ll it’ll spit out and reference it where it’s at in the book as well.

So if you’re trying to do that within a paid program, are you creating a custom database?

Like, that’s a custom GPT or, like, a GPTS that you’ve train on your database, and then you’re just giving people access to that to Got it.

So here’s Flash Kinkade. So Flash Kinkade is, this is a document from AWI, and it’s the secret weapon on writing great compelling copy. And it’s Fletcher KA that tells, you know, sentence structure, all the good stuff. So we uploaded this as a database.

And AI uses this whenever it’s creating content to always achieve that flesh and Kade score. So now when I go here, that’s the database. I can train a chatbot, and I can I can do a new chatbot, and I call it what you want, Fliskinkade score? And I could upload your templates as well if I wanted to. I can create one. Do you want me do you want me to create one with you sometime? And we can Sure.

So you’re gonna You’re in a f f four a I. Okay.

Yeah. This is one of there’s so many available right now. Like, there it’s not.

But that’s that’s what you’re doing. You’re creating a you’re creating a database with your files.

AI, you’re training AI on that. And then and then you can literally share it. Like, there’s options here to share it if you wanted to.

With, your students, and then it’ll use the data from that. We’re we’re working with Jill one one where we’re gonna we’re taking all of her books that she published, and we’re using that as a dataset so you can, like, ask Joe type thing.

Mhmm. Cool.

And it’ll use the information from that to to produce something. Is that what you’re looking to do similar?

Yeah.

Yeah. Yeah.

That’s all it is. Just create the content. Right? That’s the you’re you’re gonna see like a lot.

This is all the the issues you’re hearing in the news right now. We’re like, I I forget who’s suing Open AI. Everyone suing every other everyone else because AI is using all of these data sets and that’s all they’re doing. They’re swiping content and they’re using that to build their data.

And that’s where you’re gonna you’re hearing all these lawsuits right now, but that’s all it is. You just you create your your data set and then I use it for, for direct response. Like, I have all the direct response books loaded. So if I have a question or I’m planning at a campaign, it’ll spit out, like, stage of awareness, market sophistication, then I can say, hey, you know, map it in email sequence for stages of awareness.

It’s gonna tell me. And it’s spot on because it’s a formula. Right? It’s a framework.

As long as it understands the problem, and it has and now you can you can give it access to the internet, which is really scary. Like, there’s another a have you guys used, there’s another tool up there called plexi. Have you guys used it?

This one is crazy. So you can you can, it’ll search the internet. I love this, right? And it’s like, What’s the, what’s conversion copywriting? What’s, what it does is this is the future Google’s toast. So it’ll, it’ll look at the internet and it finds it’s reviewing Joe’s information, and then it’s telling me it’s answering the question for me, but I don’t have to link through, and it’s using all the sources. So how powerful that is?

Crazy.

That’s how we use it.

But so, like, I mean, could you copy this response and put that on your blog as a blog post of what is conversion copywriting?

You can, as long as you say, okay, so what I can do now is I can you can copy and paste this and you cannot overlay a formula. Like, we did a, We did a a video on this where we create content. So we we create content for clients. And what we do is we we look at the top ten articles that are ranking, and then we take that topic, and then we copy and paste it, and then we have AI look at that and you apply the copywriting formula features advantages, and problem you avoid, like that type of formula, and it spins it So it’s actually better content that was originally and that stuff ranks really well.

And it’ll pass plagiarism checks. And as long as you combine that with, like, your role that you’re you’re playing. And we always say, Gary, we we use different copywriters or you can find If you’re in that space, you can ask AI, like, who’s a really well known person in this DIY space or in this space? And AI will tell you And then you’ll say, well, what’s what’s that person’s writing style?

Great. Can you create a style guide based off that person’s writing style? Can you create a persona? It’ll do that for you, then you save that persona and that’s your data set.

And it’ll start running like that.

That’s the future. Like, it’s crazy.

But, like, so these those are citations. Right? Like, the one four three seven. So is it actually sorry. Like, when you say oh, gosh.

When you say that I would a plagiarism test, like, what I actually is that gonna come back as Well, so so right so take this right here.

Right? So just go, you could just guy write this rewrite this, using Problem agitate solution. It’ll do that. Right? And it’s you’re gonna have custom content on it. Right? This isn’t usually as good as, what do you call it?

This is meant more for search engines. Mhmm. But that’s all you need to do.

Right? And it’ll it’ll take that. It’ll rewrite it and spin it. In s e in the SEO world, we used to have tools that literally spin it.

That that’s what they used to do, but people are using, this isn’t a great tool for doing that. But you can put it in, in chat GPT. Right? And you could you could say, what is the rewrite this as problematic state solution?

This is good. And then you would have I’ll just agitate whatever it is, and then you would assign a role, like your conversion copywriter, and it’ll spin it for you.

So same thing. Just your and this is this actually works really well because a lot of the content, like, we because we’re in affiliate marketing. So we our goal is to get stuff ranked, but you know, how do you if someone has a description of a product they’re reviewing, and then we take that description and we apply a proven copywriting formula, you’re putting you’re producing better content. And Google has come out and said they don’t care.

They don’t care if it’s AI generated or human generated. They’ll rank it as long as it’s solving a problem and its quality content. And just by using these these formulas, it’s quality content because it’s a pattern, right, that stuff works. And the and that’s what we do to rank these articles.

Cool.

But I wouldn’t use, like, I hate semicolons. Like, we have a whole voice, right? Like, we have build out your database as well. Like, if you go here, we have different kind of prompts. Like, here’s an agitate, from agitation solution prompt.

We have different writing style guides. Like, here’s a here’s one writing style guide where it’s a flesh kinkade of sixty to seven. So we we have different ways that we want to write. And then depending on what we’re writing for, I could show you content, you’d never know.

Not a chance. And it’s, like, you even hear we have a trained. So this is, based off of, a flesh Kinkade example. Like, you can here, we give it specific, you cannot tell impossible.

Right? So that’s the and it’s just learning this, especially as copywriters, like, I’m direct response, but, like, in lead generation, any of this stuff, this is this is it. This is the future. This is the way it’s going.

And just learn this stuff to build in or to improve your writing style. Right? Not improve your writing style. You can still maintain your style, but if you can take your style and you can create a process from it.

Right? You can automate your own process, automate yourself and replicate, create ten versions of yourself. That’s that’s what I would do. Right?

Can you show us, like, if we’re just using top g b t without the team g b t How do you it that tab that you’ve just had open, like, is there an equivalent here?

Yeah. So this is this is a, you can you can this is a Chrome extension, which is a prompt manager. So you’ll have different we have different prompts here as well. So this this is a really good one. Like, there’s, how to respond, like, I do I do what done. Like, we plan out projects like this. It’s really good at doing this stuff.

Milestones, checklists, smart goals, right like an eighth grader.

This one is good. Improve readability. Like you can paste you just literally paste it in and you tell it to analyze this copy for me. And, and it’ll analyze it. It’ll make it’ll make recommendations.

There you go.

So it’s all about prompts. Right? But you have the if you’re using GPT four, then you can download that and just save all your prompts here. So you just create a new prompt, enter your title, you know, put the prompt here and save it.

Okay. How do you guys how do you get to that?

This this is a Chrome extension that you can you can purchase. Oh, not purchase, but you can, You can download. We I everyone should have access to so we made all of these prompts available, but I’ll share the link, to students.

So all of these prompts here, like your problem out of state solution, all of this here. So this is a really good one actually. This one actually examines your customer service data, your customer survey data, and it it looks for frequency and based off of frequency.

So, it’ll write a one reader for you using Joe’s formula.

And what’s cool about that is it’ll identify all of the hesitations and concerns, but it’ll focus on the top four percent. And it’ll spit those out so you know exactly what to address in your consultations. And we do this what we do in this case is we print these and we give them to the sales people. So when they’re doing a consultation, they they know the exact problem tate exactly what what to say, right, during the the the sales call.

And it’s all about prompts, right? It has really good. So build out your arsenal, right? Build out your, I use this for morning, brain dumps, everything. I don’t know what I’d do without AI right now.

To be honest. And what’s cool is that you can use AI to ask you clarifying questions. So if you if you’re brainstorming and you can actually use AI to talk to AI, so you could say as a project manager, I want you to take the role as a project manager, then I want you to take the role as, a senior pro or some other field, and then I want you to have a discussion about a project, and I want you to figure it out together and then give me a solution. And it’s cool. AI will, like, talk together. Figure this out, and it’ll give you a different perspective. It’s insane.

But that’s using it strategically. Right? You wanna and that’s really the way to look at it like there’s you can really use AI to streamline your processes.

And, like I said, make copies of yourself. That’s that’s the biggest the biggest thing. Right?

Build out your database.

Any other any, any other questions or I can answer for anyone?

Are people having fun with AI or is it just me? Is it every no. Everyone seems excited as AI as I am.

I’ve kind of taken a break because I just kept like losing time being down the rabbit hole. Also, I haven’t done much exploring in the past couple months.

Yeah. Use it. I’ll I’ll share with, I’m gonna do a, training on, we have an Excel file. So really, the key is to look at your processes internally.

Starting with the buyer’s journey. Like, look at your processes and then in each step, figure out what can I use AI to automate or how can I use AI to to to streamline this? Like a no brainer is what I just showed you the proposals. Another one is your your your VOC research.

Right? And you can’t we’re not at the point right now where you can automate everything because if I was to copy and paste this entire, chain of thought, it wouldn’t work. AI is just not it’s too much data for AI to analyze. I have to do it step by step, but it will get to that point eventually.

And then you’re just kinda, like, you’re you’re you’re building it out. You’d be surprised what you can automate. And this is just doing it manually. Like, you can use bots that, you with API integration, you can start connecting stuff, start feeding stuff. Like, it’s, it’s pretty cool.

Any, any other questions?

Nope.

Okay. Cool. So I’ll make the the the prompt available as well and if, I’ll put it in the chat as well, but it’s also available.

And like I said, everything isn’t here. Just, you know, go ahead, copy and paste it. And, have fun with it. And if you do wanna edit it to your voice, like I said, just just start, start adding your the inputs under this, and then you can see it’ll come out with different stuff.

Cool. Yes. Thank you.

Okay. Awesome. And, any questions, let me know. For Another session as well that we’re if we’re getting into this automation stuff, is there anything that people would like to see, automated as far as your workflows or that I can, I’m happy to build something out and, and help you automate it as well, and then we can share it with everybody.

No one’s using ai for anything? We gotta start.

Okay. I think what we’ll do is I’m gonna get, I think the next session then I’ll I’ll share the process that we use to get to that point where you’re you’re starting to automate your business processes and really the process and the steps, and then we can start with that.

And then just literally go step by step, build out your prompts, and then just build soaps, and, and, and document it, and then you’re, it’s pretty, it’s a lot of fun, but you’ll get a lot more done too.

Cool.

Okay. Cool. I will talk to everyone. Any other questions? Let me know. I’m glad to, to answer as well.

Thanks, Shane.

Thank you.

Thanks, Shane.

Transcript

So what we’re gonna do today is we’re gonna go through, automating the process to send client proposals. And this is the process we use, and then I’m gonna share the, the spit draft as well. And then, there we go. So it starts with, there’s a couple of key pieces that you want to use when you’re creating your service catalog or when you’re looking to automate the process. And this is how we’re using AI in our agency. We’re really we’re looking at every stage of the the customer journey, and we’re seeing how we can automate or what we can automate.

And then we’re creating processes and systems around that. So, it starts with your service catalog. So this is an example of a service catalog from we swiped this from AWai.

So these these services are actually recommended based off of some study they they perform. So these are the top eighty, conversion copywriting services that they recommend.

So what we’ve done is we’ve we’ve taken these and we’ve, created a brief description about each one, including also what the final deliverable is, the price, and also the timeline.

So this is the first step that you would do to sort of automate the process. One thing to consider as well is, not just the service catalog, but if you have product ties services, then you can create a sort of a catalog of productized services as well. Right? That’s that’s really gonna speed things up.

I’ll include this list as well in the, in the prompt. Now once you have your list of, or your service catalog, the next step, of course, is your statement of work. So the statement of work that we pull from is actually Joe it’s the same one that she uses for Air Story. So it covers all the main pieces, the need, the solution, our services, our team engagement timeline fee, fee summary, payment schedule, next steps, terms and conditions, all all the good stuff.

Once you have your template, which, of course, this is available to everyone, the second step is getting ready for your discovery call. Now the one of the things you need to do is during your discovery call or you should do is use, consultative selling questions. And these are questions that are really gonna probe the prospect because you really wanna get in the mind, understand their their problem, the outcome they want, and you’re gonna use these to guide AI, to draft the, statement of work for you. Now I don’t know what tools everybody uses. We use Nota. I think it’s Nota, so I pronounce it. But in this, you can actually preprogram the the questions that you wanna use.

I did include in the resources action, a bunch of consultative quest selling questions that you can use as well. But in this tool, you can actually pre program them. So then when you’re doing the discovery call itself, these questions, will guide you because it, it, it is helpful, that you ask the, the consulted of selling questions in the same order as the statement of work. You know, you’re starting with the need, which is the problem, you’re agitating the problem.

So you’re you’re aligning the questions to the statement of work, and you’re you’re aligning the framework as well. Now, depending on the tool that you use, you can also program it to, spit out the summary. So when it transcribes the call, it will transcribe it around the that you answered. So you have a nice little package at the end that you can copy and paste and use for, use for the automation.

Now once you’re prepared for the, discovery call, you’re gonna go into the prompt. This is the prompt, and I’ll walk you through each step one at a time.

Essentially the prompt just matches the statement of work. It starts with the need.

The need is now this is important here. I know, a lot of students we struggle with or we wanna capture the voice of customer when we’re dealing the, the prospect after the discovery call. So we found that the best way to incorporate, voice of customer from, from the discovery called transcript is to pretend that you’re a journalist or ask AI to assume the role of a journalist, we found that once you ask Addis in that role, it’s really good at sort of connecting things and using the actual voice of customer in the data.

So the first step is this is called a a chain of thought prompt. So what we’re doing is we’re asking AI step by step to create each each section of the statement of work. So the first thing, of course, is you roll your journalists. The second one is is step one is the need.

We’re asking AI to craft a narrative using direct quotes from the client, during the discovery call, and we want it to outline the the client’s challenges, the solutions, then we go into instructions. Now, there’s a couple of fields here that you’ll wanna update before you use the prompt. The first one is to replace your name. There’s place holders here, of course, replace it with your name.

Replace the, business name with your company name, and, of course, the client as well. We’re gonna actually do a a real client that I had a call with today. Sean, I changed his name for confidentiality reasons, but I’m gonna use this prompt to create a proposal that we can send them to him afterwards as well.

Then we go into instructions.

This is I would suggest if you’re gonna customize this for your own needs is to keep all of all of the instructions to this point. If you wanna start tweaking it, you’ll you’ll build on this. If you wanna make the need section shorter, you’ll just adjust the number characters, if you wanna go for a different voice, this is really where you’re gonna start adding stuff.

Here’s the template, exact same template that Joe has inside of the, the statement of work.

And then, of course, here’s the transcript from the call that I had with the client, and I’ll I will do this with you guys in a second as soon as I I walk you through the process.

The second step is to create your services.

This is this is where the fun part happens. Now, because you have your service catalog here, What you’re gonna do is you’re gonna ask, and AI is really good at this. You’re gonna ask AI to write the need section of your proposal. And then based off what the client’s challenges and frustrations and goals were, AI is gonna analyze your service catalog. And AI is gonna recommend services that you offer to solve the client’s problems, and it’s gonna auto populate that for you.

That’s what you’re gonna achieve in step two. It’s gonna look at your database. You’re gonna upload it.

We included instructions as well. I suggest keeping these instructions because it’s very good at at looking at the client’s problems and then matching the the service and the solution. If you wanna tweak it again, just just continue after after this point. I do suggest we added some personalization.

So as you go through the prompt, it’s gonna it gets gonna use the client’s first name as if you’re having a conversation, and I’ll I’ll show you what I mean by that in a second. Then, of course, we have the template. So what AI is gonna do is AI is gonna look at your service catalog. It’s gonna pull the matching service, and then it’s gonna provide it’s gonna use the copywriting formula problem match take solution, followed by a benefit.

And that’s how it’s gonna present these services to the to the client in the proposal.

Then, of course, we have timeline. Now what’s cool about this is, same scenario. So AI is gonna look at the services recommended from your service catalog. So it’s gonna say, hey, you know, I recommend these many blog posts.

Then it’s gonna look at your service catalog and it’s gonna calculate how much what are we on right now? We’re on the we’re on the price. It’s gonna calculate the price and then it’s gonna update that section for you based off the price that you quoted. So when you do create your service catalog, everything hinges on this, I put a range because that’s what AWS has.

Just make sure you have one amount and always go on the high end, of course. Because AI is gonna use this data to populate the proposal, proposal for your statement of work.

Next section of the timeline, again, same scenario. It’s gonna look at your statement of work. It’s gonna create the timeline. It’s gonna look at how long each deliverable takes, and then it’s gonna add this to the proposal that we’re gonna create as well.

Here’s a quick snapshot of of the output that it’s gonna it’s gonna produce. And I guess we’ll do this real time as well. This is the need the solution, I suggest you you prepopulate this because it’s really gonna be about just a sort of a bullet point.

The services, it’s it’s gonna spit out something like this. It’s gonna follow the formula.

Our team, you wanna prepopulate this. Obviously, you don’t you don’t need I AI for this. Here’s the timeline. So what it did was it’s gonna look at each service.

It’s gonna recommend the landing page. Then it’s gonna look at the timeline And it’s gonna say, okay, you know what? It’s gonna take one to fourteen days based off what you inputted in your in your service catalog. Okay?

It’s gonna give a, sort of, eight to ten weeks a general, a general time frame, then it’s gonna look at budget, and it’s gonna produce a table. And again, it’s gonna take each deliverable. It’s gonna look at the price range or the rate that you you set in your service catalog, and then it’s gonna put match the number that it recommended and then also the final price as well. Payment schedule, these are things you can you can set up on your own next steps. These are general templates.

So what we’ll do now is we’ll go through each sort of step by step process, and I’ll show you how it works. So literally all you need to do is we’ve tested this across the board is just literally copy and paste.

Starting with, of course, go in, you wanna make sure that you replace your name. I did this. Make sure you place replace your company name. I did this and, of course, the client’s name. Then it’s just a matter of copying this over.

This is the transcript from the call. Now what you would do is I just put the script here, but depending on your tool, you would actually just go here and copy and paste the transcript.

As long as you follow the consultative selling questions, it’s gonna ask the questions in the same order, so it’s not gonna be not gonna be a problem. So we’ll go back.

Let me highlight everything.

Okay. We’ll go in, paste it in.

And it’s gonna analyze this. It’s gonna look at the and it’s gonna start crafting the story.

Now what’s cool is if you look at and I included I included the discovery call for you in the in the prompt. If you look at the transcript, and then you look at its output, it matched it word for word. Now, we’ve always struggled with that because AI is really hit and miss. For it to nail that, it’s the role of a reporter.

That’s that that’s what worked. And there’s a big difference if you if you look at this where I said role here, remove this, it’s gonna be hit and miss. But as soon as it thinks it’s a journalist and you can have fun with this too, you can say you’re you’re a journalist from wire magazine or or some other magazine that’s relevant to your client. It’ll take on that set, but it’s gonna look for accuracy and integrity, especially when it’s it’s, you know, it’s stringing sort of, words together or what the client says.

So if you read this, it’s it’s really well written. You know, it, Sean said captivating has challenged. The problem was manifested in the stark numbers around ten thousand monthly visitors. And barely fifty leads.

So it picks up on every point, pretty well. Then it follows the the template, of course. It it met us during, a mutual client. It’s interested in our services.

If you’re okay with this, you can you can redo it if you want. You can regenerate. It’s up to you. I usually just go with the first one.

Then when we go on to step two, step two is this is the fun part. So now that AI is looked at, the call transcript, it understands what what the client is after, the needs, the wants, the challenges, everything. Now we’re gonna ask AI to look at this data. We’re gonna upload our service catalog.

And what we’re gonna do is we’re gonna paste in the second prompt, and this is gonna tell AI to look at our status our our service catalog, I also want you to look at the transcript I uploaded, and then I want you to recommend services that I offer that are gonna solve the client’s needs. And I want you to continue using Sean to make it personal. So click that. It’s gonna analyze the data right now.

Which is really cool.

Here you go. And this has been spot on. It’s it’s recommended the same every single time.

And they’re tailored, you’ll notice it’s using the problematic State solution benefit. It actually highlights. And if you compare this to the transcript, it highlights his struggles directly.

Same thing every single time. It’s the SEO auto responder lead generation page. So it’s it’s been accurate it is good about this. And like I said, it does really personalize this, especially just saying Sean. It doesn’t say Sean Burns. It says Sean.

So if if you’re happy with this, you wanna regenerate. It’s up to you. You can add a service. But the next step I’m gonna do is I’m gonna go in, and I’m gonna look at the timeline.

So now that AI has recommended service that services that solve Sean’s problem, it’s gonna look at my service catalog, and it’s gonna look at the timelines that I suggested. Right? So I said right here is three to five days. And it’s gonna populate this based off of the the services that it recommends.

So in this case, I’m just gonna paste it in. It’s gonna look at the knowledge base again. How you know it’s working, and then it’ll start, it’ll start calculating it.

You know, break it down on phases. It’ll it’ll launch a a phase four for review. Same thing, everything will time. Sean’s feedback, then it’s gonna go in for the final step, which is your investment, the pricing. Now what it’s gonna do in this case, is it’s going to look at your service catalog and it’s gonna look at the price and it’s gonna pull the pricing from this. So I’m just gonna go in and I’m gonna Copy and paste it.

It’s analyzing everything again, making sure it’s there.

Now it’s not when I suggested to do the the pricing, it won’t, because I’m doing a range. I suggest when you do your your pricing stick to one, then it’ll calculate it. There’s an example of a calculating right here, depending on what it is, but that’s for you to try to try to stick to and then it’ll calculate the total here as well.

So now you have all the major parts, and then literally, it’s just a matter of going to the top. And if you’re happy with it, just take this and copy and paste it into your proposal.

Easy.

Your needs section and continue each point, copy and paste, copying and paste, and then print it, you may use a proposal tool or something. I we use right signature and, send it to the client for the sign off on it. That’s pretty much it. And then if, the the key, like I said, is really to make sure that your, your service catalog is the it’s it’s important to follow this framework.

This is your service. This is the final deliverable. Make sure that you include your price. And then, of course, your, your timeline. And just stick to one price as well. Put it on the high end. And, ideally, like I said, you wanna make sure that you if you can stick to product type services as well.

We did this as well with, GMB, which is a product high service that we offer. So it’s pretty easy. Every time we have a call, we just we just let AI in all that it’s for the specific prototype product type service, and then you can start whipping those out of ten templates as well.

Yeah, that’s it. Is there any questions that I can answer? Anyone miss I know a couple of people joined at the beginning. Did anyone miss anything at the beginning?

I I did, but I will watch the recording to catch the five minutes I missed.

Okay. It’s yeah. Just at the beginning, we went over. It starts with your service catalog.

And making sure that you you put every service that you offer. This I included this for everyone here, I’m gonna put this in the link as well. You can put it in the chat right now. But on the bottom, you’re gonna see the the templates.

There’s the service catalog word document. And there’s also, sorry, the statement of work word document, and there’s also the service catalog, as well. And then you can edit those, these are pretty good. It’s a good starting base anyways.

I we swiped this from AWS, as I mentioned. So these these are the services that were they recommended based off of a, study where they they interview businesses or whatnot. And these solved the the most challenges that businesses have. So it’s definitely a good starting point and includes everything from news releases to direct response and and recommended pricing and whatnot as well.

Now, and then we went over sort of the the template that you use for the need. We’re just using Joanna’s statement of work, framework. It’s it’s templated. It follows a formula.

And then, again, depending on, with the which tool, you use for your transcription. If you can align the call to consultative selling questions, then That’s ideal. And then just let AI, do its thing. Is there any any questions that I can answer on the process or the prompt itself?

Sorry. So this service catalog, this is just for AI’s use, or this is something that you also share with the client.

Well, it depends on how you you you wanna use it. Like, if you wanna list your services on the on your site, great.

It depends. Right? It it’s up to you. We use this for AI, specifically.

So it’s not, obviously, you wanna make sure you offer them, but some people have them on their website. Some people email directly to the client. In this case, because you’re using AI, it’s more of a customized quote, right, because it does align each service to to solve a specific problem of the client. Right? So it’s definitely customized. So it’s up to you. Okay.

You should have a list do you have a list of services right now that you that you have to open. Yeah.

Yeah.

Okay. Yeah. Same thing. Just format them. When you’re formatting it for automation, just just to make sure that you, like I said, you wanna include literally, say final deliverable, the price and timeline. And then AI is gonna use this to populate, and it’ll overlay, a copywriting formula.

Okay.

Okay. Is anyone using AI in their proposal process at all? No?

No. A little bit here and there.

But Okay.

Yeah. Read the, it’s really spot on. Like, I couldn’t especially when you get into the to the narrative, like compare and I did include this for you in the in the prompt so you can compare it. It’s spot on. Like, it’s it it nails it, especially when you say act as a journalist, it really wease it together.

And it does it well too. It sticks to the facts, and it doesn’t you, you know, Sean was upset about this. It just says says it’s very it’s it’s very factual, which I like. But if you wanna change your voice on that, you can you can do that as well, but make sure to stick that you’re to you’re a journalist that we we try copywriter We tried direct response, we tried everything, and it was just it never seemed to work until we we, we did the journalist thing.

Any other questions?

I think so I think I know the answer to this, but I have, like, a pretty services guide that I like, whenever with images and it’s designed.

Yep.

Is that could I share that or does have to be formatted like you were showing with the just picking out that those details for AI so that it gets just the salient info.

You wanna format it just the way I have it. Because you’re, in this case, you’re using this to as a database for AI to to populate. Right? So just stick to the basic. It just needs to know the deliverable, the price and the timeline, and it’ll it’ll figure out the rest on its own. But I did include the template for you. Stick to this for the for the AI.

And is there because what I have already is, like, this is for you if, you know, and, like, kind of the benefits then have to know if it’s right for you, is there any benefit to also feeding it that information, or is that gonna work against the statement of work template.

You it def so this is where you can have fun with the prompts. So I chose under services, I chose this formula. Right? I said service name, problem agitate solution benefit.

So if you if you wanna choose a different formula, so say in your your service catalog, you went with a different formula framework. Just match them up and AI will figure it out. That’s it.

Okay. Cool.

And just just put that under final deliverable. Right? And just it just needs a couple of words in that, in that formula, and then it’ll match the two. It does a really good job on on stringing everything together.

Cool. Thank you.

Yeah. No worries.

Any other questions?

I can answer it. So nobody’s, how are people approaching through proposals right now as far as your process?

Is anyone incorporating a AI at all or you’re just you’re sort of winging it with your transcript and whatnot?

The most I’ve used it is like I record the call. I upload the transcript or I get the transcript through Otter. And then I will pick stuff out manually from that and copy paste it into the statement of work, but I am not I’m not using AI to generate the proposal yet.

Or You have to try it?

Okay.

Like, I’m like, okay. Based on this transcript, like, what was the most acute need stated by the client, and then I use it to kind of, summarize themes in that way, but not actually for the building.

Okay. Yeah. Try the, definitely start with a consultative.

Like, use the questions in the same order as the statement of work. It’s like what problem are you trying to solve? You know, what are your biggest challenges? And then just try it out.

You’ll be impressed and then just literally export it. I don’t know whatever tool you use. Just copy the entire transcript and just pop it in. AI is really gonna figure that out.

And it’ll it’ll populate that. It’ll answer the questions. And, like, if you look at the the two, like, the transcript, like I said, it nailed it. Like, it didn’t get anything, and this is consistent across the board.

It’s the same thing over and over again. Right? So it’s it’s it’s just really good at figuring out those patterns and looking for what the client is saying. So, yeah, try it out.

It, it speeded us a lot of work. I was I was pretty impressed.

And this does work. Sean did sign up just everyone just everyone know. So it does. And I guess don’t don’t overthink it as well.

Like, don’t go like, I was guilty of it as well. Don’t go for the perfect proposal and trying to get the perfect wording. Don’t do that especially when you’re working with AI. It doesn’t matter.

As long as, like, it’s you’re using the client’s name, you’re telling an engaging story, you’re using his quotes directly in it. You’re following a formula, send it. You know, don’t don’t get caught up on that.

To try to look for the the perfect setup. Just, yeah, just use it as is, and then it it’ll be fine. And just tweak the the wording if you want. But, like I said, make sure that you you stick to journalist though.

Is anyone having problems, using actual voice of customer in their copy as well?

I know it’s a challenge with a lot of operators like using pulling in the exact words and quotes. Is anyone having issues with that? No?

Oh, yeah. That’s good.

And like I said, I’ll share the, the prompts.

Everything that you need and just make sure that you you go in and you update your, you replace your name and whatnot. And if, like I said, if you’re gonna tweak everything, just just you know, you can you can play with the character, limits. I’ll show you right now. You can, I’ll pop it in.

Is everyone using, chat g p t four?

Yeah.

Yeah? Okay. And so so if you go character limits, just the five hundred, and this is where you can tweak it, have fun with it.

It’ll shorten it up.

But it’s still great at sort of plugging everything together and all the main points. So, yeah, have fun with it.

Has anyone, using AI for any other parts in their business as well? Like, has has used down and done an audit to see what you can automate or streamline or anything?

I use it to strip email addresses out of a big giant list.

Okay. Well, that’ll work.

Yeah. What about actual, you know, production or in your workflow, analyzing voice of customer survey data, anything like that?

I’ve been using it for the survey data. It’s, like, so much faster than coding it, manually.

Yep.

Yeah. We are too. It’s like and one thing you can do as well, just to let you know is we you can use a a story framework so you can use a case study outline. So when you’re when you’re doing the actual call with your customer, you ask these questions in the same order and just let them talk. And then what you’ll do is you’ll just copy and paste the transcript into AI, and you’ll tell AI to tell a story.

Just give it a case study framework.

Like, I can do a session on that to emulate that framework, and it’ll it’ll spit at a pretty good, first draft that you can publish on your blog right away.

Okay.

No. It’s funny that you’re using this because one of my clients developed the sales tool that does pretty much exactly that, that like has the playbook embedded in the, like, It’s like an AI notetaker, like a meeting assistant.

Mhmm.

And you can, like, embed your playbook in the sign. So it’ll feed you the right questions in the right order, and then it’ll create a transcript and upload all of that to the CRM.

Yeah. I just I used this because it was I got a appsumo deal. It was unlimited, so it’s free. I like free, but it just, does everyone else have these features with their tool? Where you can you can guide it the the actual transcript itself.

No. I. Yeah. I find this helpful. So when when AI, transcribes the call, it’ll use it in the same order.

So that’s like your spit draft. Right? And you can apply this to, there’s an article that Joe has on writing your homepage, and it’s a series of questions. So we we’ve used that in the past where we’ve just answered, ask those questions in that order, and then there’s your spit draft.

The the very first draft you can send to the client in their own words. Right?

And the trick is to just load it in here, the same, and it’ll spit out the, it’ll answer it in the same questions, or in the same order anyways.

I don’t know what coaching is but it’s that’s something different.

Yeah so that’s it. Is there any other features or, is there any part of the your workflow that you wanna see how to automate with AI, because I really wanna start getting into we’re using it across the board in our agency, everything from creating content to, creating proposals, to case studies, social media posts, pretty much everything. We’re getting in pretty deep with it. Is there any processes that people would like to see on how we’re using it?

How do you use it for social media posts without making it sound robotic? Because whenever because I tried it several times and like the first time it worked, and then like everyone started to use it, and all of a sudden, AI writing sounded very robotic. It was very hard to get social media posts.

It’s your it’s your voice in your role. You have to assume assume of the role of something and then just, AI is really good at it. It’s just the voice and then using a formula.

Wait. That’s actually one of the easiest we found to do. Is the social media posts. Almost too easy. I’m surprised people are are not everyone’s using it, but are you using formulas, copywriting formulas?

In the AI templates?

Yeah. Like for your social media posts. Not really.

That’s that’s what you want.

So here’s the trick is to go, yeah, you want anything you’re using. So let’s just do you know, pass formula rate, for Facebook.

It’ll you you need to you can use the voice of customer, but you have to parental oops problem. I don’t know what that is.

You have to let AI know, and you can do a template around that.

Give me what’s the topic someone wants to see, post on?

Give me something.

Fun day.

The, as long as you use that problem match day formula, and then you you get clear on your voice, and then give it some guidance. It’s really good at figuring it out.

But that’s the key though is to follow the formulas.

You’re not using formulas at all?

Well, now I write my posts by hand because I find it they tend to work better. Because, like, for example, for my own post, sometimes I’m sharing information, where I don’t necessarily want it to have that story kind of format.

Wanna keep focused on providing value.

Do you have, so if you wanted to, like, have your own voice, so that you can use, AI to to emulate your own voice and then feed it past posts that you’ve done.

Mhmm. And it’ll use your it’ll analyze your pattern and then it’ll start producing content like it was you.

Yeah. That I’ve done before. That can sometimes work.

Yeah. If it works for you, whatever, we we find we use it’s always a role us, like, we we choose, a, like, a a copywriter will say, you could say Joanna Weeb. You could say, AI is really good at picking that up. Like, we do content for doctors as well, and we use doctor voice.

So we we pulled in AI as some really good content around, winning campaigns, and a lot of it is Doctor’s voice. So we’ll use that to feed the database to train AI. And then it’ll write, like, like the doctor’s voice from these from these content. So that that’s how we’re using it.

It’s spot on once you get it trained with the data set anyways. And then you’re just at the beginning, you’re just telling it to assume that rule. And then once it figures out the role and it figures out the patterns, you’re you’re good to go.

Also, there were in in the past, I would keep it all on the same chat so that it would have that memory. But it would that one chat would get overloaded.

And it would get really, really slow after a while, so I would have to open up a new one.

Yeah. So what’s happening is I’ll show you. We use we use, we don’t use, I use, like, chat GPT four, but we use different tools. We have our own not our own, but it’s we use a different one. It’s, it’s chat to team GPT, and it’ll show us here on let me know if you can you can see the screen.

It’ll show you after a while, like the right here.

Right. So this is the efficiency. And after a while, this goes down the more you use it, and it I don’t know the calculation, but that’s what’s happening. So as a bit of the halfway mark, we we shut it down and then we use another because it starts the results start to get wonky. You don’t have that indicator on this, but if you can pick up this tool, I think it’s still available. This is you this uses the API.

From ChapyT at GPT four so you can choose which models. And this is where we store all of our prompts for using stuff and building stuff. Like, I empower teams on this.

One thing I’ve noticed is when that happens, what I end up doing is, asking it to, build me like a brand voice and document.

So then I’ll feed it to the new chat. And then continue the discussion there.

Yeah. That’s smart.

And that’s you can do it too. Like, we we do the same same concept where we to get the doctor’s voice, we have it actually create a style guide from that and analyze it. And then and then before writing content, we load that style guide into the knowledge base, have it analyze it, like I just did first, create a summary of it, and then use that moving forward for the content. You get the once you get to that, like, if you’re that detailed with it and then you control the voice and you and you get it, you can’t tell.

But just putting stuff in and spitting it out. It’s not it doesn’t, and people disagree with this. I I know where the the future’s going with this.

It’s not, and it’s kinda like do I used to struggle with a lot of this stuff publishing it. Like, oh, it’s AI, even in social media posts. I don’t care. Like, it’s good.

It converts. This stuff really converts. Like, we use this for Google ads. We use this for, and I even putting a landing page, I’m like, well, you know what it say I generated?

You know, it doesn’t am I creative enough?

It’s converting. Put it up.

Right? But you know, people have different approaches on that, but just we find as long as you you stick to the proven copywriting formulas and then you overlay the voice of customer, it’s you you have a pretty good foundation to work with. Right? There was a study. There was a study too that did, they compared AI generated headlines versus human and AI just destroyed it.

The conversions were way better, but then it failed in long form copy now, but it’s only gonna get better. Right? Just give it just a matter of time guaranteed.

Can I ask a question? So I was on a webinar for searchy earlier this week. I don’t know if you know it. It’s tool. I think it was developed by Stu mclaren, the Alright.

It’s searchy.

Searchy dot I o.

Is that right?

S e d r I e at the end?

Okay. Yeah. Dot I o. Yep.

Yeah. But with the you’re missing an h.

And basically, like, what they were recommending is that you can upload load, like, the full content of your course. You can upload your podcast, like every all the content you’ve ever created.

And then it builds you a chat bot that will answer questions, and I mean, he’s so he’s the, like, the membership guy. So he’s talking about how this can be used inside of a membership, but, like, I have this program. I don’t know if you remember Shane. You saw it in like the first week of a Yep. Of CSP.

But you know, like, I think the main I haven’t relaunched it since the fall. The main issue with the program is it’s like a lot of money for people to pay to still be writing their copy themselves. So I think before I relaunch it, I need to build an AI component into it.

I’m just wondering whether just seems like a lot of mental investment and time investment to, like, build a custom DP tea or I’m just wondering, I guess, like, if you if the program is, like, here, follow this flow, like, Here’s how you do the research, here are the templates.

What how would you best incorporate AI in a way that people could use it themselves, like, to run with my templates or to run with my concepts.

This like this. So this is your I use this for, so when I purchase a book, what I use is I I download the book and I create a database.

And then, like, this this is a really good copywriting book, and, AI is really good at this. And now I’ll use this as the database to help me craft content.

Like, I have one for eugene Sports. I have, like, different copy. Right? So if I’ll run stuff through, like, as as Eugene Sports, like, what do you think of this? Tell me the stages of awareness. Tell me the market sophistication.

The same concept, you’re just using your templates. So you can include your template in this, and then you could tell me, like, you know, the key aspects of the rule of one, that’s a big one. And it’s it’s tell me about, you know, the rule of one. It’ll it’ll look at the database for that.

And it’ll it’ll spit out and reference it where it’s at in the book as well.

So if you’re trying to do that within a paid program, are you creating a custom database?

Like, that’s a custom GPT or, like, a GPTS that you’ve train on your database, and then you’re just giving people access to that to Got it.

So here’s Flash Kinkade. So Flash Kinkade is, this is a document from AWI, and it’s the secret weapon on writing great compelling copy. And it’s Fletcher KA that tells, you know, sentence structure, all the good stuff. So we uploaded this as a database.

And AI uses this whenever it’s creating content to always achieve that flesh and Kade score. So now when I go here, that’s the database. I can train a chatbot, and I can I can do a new chatbot, and I call it what you want, Fliskinkade score? And I could upload your templates as well if I wanted to. I can create one. Do you want me do you want me to create one with you sometime? And we can Sure.

So you’re gonna You’re in a f f four a I. Okay.

Yeah. This is one of there’s so many available right now. Like, there it’s not.

But that’s that’s what you’re doing. You’re creating a you’re creating a database with your files.

AI, you’re training AI on that. And then and then you can literally share it. Like, there’s options here to share it if you wanted to.

With, your students, and then it’ll use the data from that. We’re we’re working with Jill one one where we’re gonna we’re taking all of her books that she published, and we’re using that as a dataset so you can, like, ask Joe type thing.

Mhmm. Cool.

And it’ll use the information from that to to produce something. Is that what you’re looking to do similar?

Yeah.

Yeah. Yeah.

That’s all it is. Just create the content. Right? That’s the you’re you’re gonna see like a lot.

This is all the the issues you’re hearing in the news right now. We’re like, I I forget who’s suing Open AI. Everyone suing every other everyone else because AI is using all of these data sets and that’s all they’re doing. They’re swiping content and they’re using that to build their data.

And that’s where you’re gonna you’re hearing all these lawsuits right now, but that’s all it is. You just you create your your data set and then I use it for, for direct response. Like, I have all the direct response books loaded. So if I have a question or I’m planning at a campaign, it’ll spit out, like, stage of awareness, market sophistication, then I can say, hey, you know, map it in email sequence for stages of awareness.

It’s gonna tell me. And it’s spot on because it’s a formula. Right? It’s a framework.

As long as it understands the problem, and it has and now you can you can give it access to the internet, which is really scary. Like, there’s another a have you guys used, there’s another tool up there called plexi. Have you guys used it?

This one is crazy. So you can you can, it’ll search the internet. I love this, right? And it’s like, What’s the, what’s conversion copywriting? What’s, what it does is this is the future Google’s toast. So it’ll, it’ll look at the internet and it finds it’s reviewing Joe’s information, and then it’s telling me it’s answering the question for me, but I don’t have to link through, and it’s using all the sources. So how powerful that is?

Crazy.

That’s how we use it.

But so, like, I mean, could you copy this response and put that on your blog as a blog post of what is conversion copywriting?

You can, as long as you say, okay, so what I can do now is I can you can copy and paste this and you cannot overlay a formula. Like, we did a, We did a a video on this where we create content. So we we create content for clients. And what we do is we we look at the top ten articles that are ranking, and then we take that topic, and then we copy and paste it, and then we have AI look at that and you apply the copywriting formula features advantages, and problem you avoid, like that type of formula, and it spins it So it’s actually better content that was originally and that stuff ranks really well.

And it’ll pass plagiarism checks. And as long as you combine that with, like, your role that you’re you’re playing. And we always say, Gary, we we use different copywriters or you can find If you’re in that space, you can ask AI, like, who’s a really well known person in this DIY space or in this space? And AI will tell you And then you’ll say, well, what’s what’s that person’s writing style?

Great. Can you create a style guide based off that person’s writing style? Can you create a persona? It’ll do that for you, then you save that persona and that’s your data set.

And it’ll start running like that.

That’s the future. Like, it’s crazy.

But, like, so these those are citations. Right? Like, the one four three seven. So is it actually sorry. Like, when you say oh, gosh.

When you say that I would a plagiarism test, like, what I actually is that gonna come back as Well, so so right so take this right here.

Right? So just go, you could just guy write this rewrite this, using Problem agitate solution. It’ll do that. Right? And it’s you’re gonna have custom content on it. Right? This isn’t usually as good as, what do you call it?

This is meant more for search engines. Mhmm. But that’s all you need to do.

Right? And it’ll it’ll take that. It’ll rewrite it and spin it. In s e in the SEO world, we used to have tools that literally spin it.

That that’s what they used to do, but people are using, this isn’t a great tool for doing that. But you can put it in, in chat GPT. Right? And you could you could say, what is the rewrite this as problematic state solution?

This is good. And then you would have I’ll just agitate whatever it is, and then you would assign a role, like your conversion copywriter, and it’ll spin it for you.

So same thing. Just your and this is this actually works really well because a lot of the content, like, we because we’re in affiliate marketing. So we our goal is to get stuff ranked, but you know, how do you if someone has a description of a product they’re reviewing, and then we take that description and we apply a proven copywriting formula, you’re putting you’re producing better content. And Google has come out and said they don’t care.

They don’t care if it’s AI generated or human generated. They’ll rank it as long as it’s solving a problem and its quality content. And just by using these these formulas, it’s quality content because it’s a pattern, right, that stuff works. And the and that’s what we do to rank these articles.

Cool.

But I wouldn’t use, like, I hate semicolons. Like, we have a whole voice, right? Like, we have build out your database as well. Like, if you go here, we have different kind of prompts. Like, here’s an agitate, from agitation solution prompt.

We have different writing style guides. Like, here’s a here’s one writing style guide where it’s a flesh kinkade of sixty to seven. So we we have different ways that we want to write. And then depending on what we’re writing for, I could show you content, you’d never know.

Not a chance. And it’s, like, you even hear we have a trained. So this is, based off of, a flesh Kinkade example. Like, you can here, we give it specific, you cannot tell impossible.

Right? So that’s the and it’s just learning this, especially as copywriters, like, I’m direct response, but, like, in lead generation, any of this stuff, this is this is it. This is the future. This is the way it’s going.

And just learn this stuff to build in or to improve your writing style. Right? Not improve your writing style. You can still maintain your style, but if you can take your style and you can create a process from it.

Right? You can automate your own process, automate yourself and replicate, create ten versions of yourself. That’s that’s what I would do. Right?

Can you show us, like, if we’re just using top g b t without the team g b t How do you it that tab that you’ve just had open, like, is there an equivalent here?

Yeah. So this is this is a, you can you can this is a Chrome extension, which is a prompt manager. So you’ll have different we have different prompts here as well. So this this is a really good one. Like, there’s, how to respond, like, I do I do what done. Like, we plan out projects like this. It’s really good at doing this stuff.

Milestones, checklists, smart goals, right like an eighth grader.

This one is good. Improve readability. Like you can paste you just literally paste it in and you tell it to analyze this copy for me. And, and it’ll analyze it. It’ll make it’ll make recommendations.

There you go.

So it’s all about prompts. Right? But you have the if you’re using GPT four, then you can download that and just save all your prompts here. So you just create a new prompt, enter your title, you know, put the prompt here and save it.

Okay. How do you guys how do you get to that?

This this is a Chrome extension that you can you can purchase. Oh, not purchase, but you can, You can download. We I everyone should have access to so we made all of these prompts available, but I’ll share the link, to students.

So all of these prompts here, like your problem out of state solution, all of this here. So this is a really good one actually. This one actually examines your customer service data, your customer survey data, and it it looks for frequency and based off of frequency.

So, it’ll write a one reader for you using Joe’s formula.

And what’s cool about that is it’ll identify all of the hesitations and concerns, but it’ll focus on the top four percent. And it’ll spit those out so you know exactly what to address in your consultations. And we do this what we do in this case is we print these and we give them to the sales people. So when they’re doing a consultation, they they know the exact problem tate exactly what what to say, right, during the the the sales call.

And it’s all about prompts, right? It has really good. So build out your arsenal, right? Build out your, I use this for morning, brain dumps, everything. I don’t know what I’d do without AI right now.

To be honest. And what’s cool is that you can use AI to ask you clarifying questions. So if you if you’re brainstorming and you can actually use AI to talk to AI, so you could say as a project manager, I want you to take the role as a project manager, then I want you to take the role as, a senior pro or some other field, and then I want you to have a discussion about a project, and I want you to figure it out together and then give me a solution. And it’s cool. AI will, like, talk together. Figure this out, and it’ll give you a different perspective. It’s insane.

But that’s using it strategically. Right? You wanna and that’s really the way to look at it like there’s you can really use AI to streamline your processes.

And, like I said, make copies of yourself. That’s that’s the biggest the biggest thing. Right?

Build out your database.

Any other any, any other questions or I can answer for anyone?

Are people having fun with AI or is it just me? Is it every no. Everyone seems excited as AI as I am.

I’ve kind of taken a break because I just kept like losing time being down the rabbit hole. Also, I haven’t done much exploring in the past couple months.

Yeah. Use it. I’ll I’ll share with, I’m gonna do a, training on, we have an Excel file. So really, the key is to look at your processes internally.

Starting with the buyer’s journey. Like, look at your processes and then in each step, figure out what can I use AI to automate or how can I use AI to to to streamline this? Like a no brainer is what I just showed you the proposals. Another one is your your your VOC research.

Right? And you can’t we’re not at the point right now where you can automate everything because if I was to copy and paste this entire, chain of thought, it wouldn’t work. AI is just not it’s too much data for AI to analyze. I have to do it step by step, but it will get to that point eventually.

And then you’re just kinda, like, you’re you’re you’re building it out. You’d be surprised what you can automate. And this is just doing it manually. Like, you can use bots that, you with API integration, you can start connecting stuff, start feeding stuff. Like, it’s, it’s pretty cool.

Any, any other questions?

Nope.

Okay. Cool. So I’ll make the the the prompt available as well and if, I’ll put it in the chat as well, but it’s also available.

And like I said, everything isn’t here. Just, you know, go ahead, copy and paste it. And, have fun with it. And if you do wanna edit it to your voice, like I said, just just start, start adding your the inputs under this, and then you can see it’ll come out with different stuff.

Cool. Yes. Thank you.

Okay. Awesome. And, any questions, let me know. For Another session as well that we’re if we’re getting into this automation stuff, is there anything that people would like to see, automated as far as your workflows or that I can, I’m happy to build something out and, and help you automate it as well, and then we can share it with everybody.

No one’s using ai for anything? We gotta start.

Okay. I think what we’ll do is I’m gonna get, I think the next session then I’ll I’ll share the process that we use to get to that point where you’re you’re starting to automate your business processes and really the process and the steps, and then we can start with that.

And then just literally go step by step, build out your prompts, and then just build soaps, and, and, and document it, and then you’re, it’s pretty, it’s a lot of fun, but you’ll get a lot more done too.

Cool.

Okay. Cool. I will talk to everyone. Any other questions? Let me know. I’m glad to, to answer as well.

Thanks, Shane.

Thank you.

Thanks, Shane.

How to Write Useful Books with AI

How to Write Useful Books with AI

Transcript

There we go. K. Everyone, everyone can see? You’re good? Okay. So, today, we’re gonna go over, how to write useful books.

And the premise is based around I don’t know if anyone, has read it yet, but there’s there’s a great book called Write Useful Books by Rob Fitzpatrick. And, it’s a very systematic approach to to writing the book, and a good analogy is Joe’s research and discovery phase. It’s really getting into the mind of cost of the customer, understanding the problem, that they wanna solve, and then crafting a promise or solution to solve that problem. So what we’re gonna do is we’re gonna take that concept, that he talks about in the book and the step by step process, and we’re we’re gonna use AI, to streamline a a lot of it today.

Now the book is essentially broken up into here’s a a diagram of each phase of the book, and, essentially, it’s broken down or the process is broken down into scoping.

And scoping includes really, you know, who you’re writing for, what they care about, what problem are they trying to solve. And then based off that, you craft a clear, clear promise.

Then more importantly, you you decide who the book isn’t for and what the book isn’t gonna cover. And then once you have that information, you can start drafting your table of contents, and then you create something that’s called a recommendation loop. And I’ll give some examples, in a minute on what that is. And And then you’re using this information to essentially, you can survey people, you can interview people.

I gives I’ll show you how to do that. If you really wanna do that, I’d I’m gonna write a couple of books, and I’ll show you where I’m at with these. I’m not gonna do that. I think that with AI, you can get enough information, session today, you’ll have what’s called a scoping document. And the scoping document will be similar to this.

And the scoping document will be similar to this, which is gonna be your table of contents, your top ten problems, the the interview questions, really getting into the mind of the customer that then you can use to start creating your book. And then, of course, I’ll get into that sort of the the process where I’m at it with it and whatnot.

The let’s start at the first step on that. And the first step he talks about is really it’s define your ideal reader and the specific problem they wanna solve. So this is this is copywriting in a sense. You know, you wanna you wanna know who you’re writing for.

Oh, you’re you can hear me okay? There’s oh, I thought I heard a noise in the background.

Now he defines the problem as loosely or the problem is loosely defined as a skill the reader wants to develop, a fear or frustration they have, or a question they need an answer to, or a goal they wanna achieve. So when you when he says problem, he’s defining it very loosely.

The whole concept of the book is really to you wanna get into the mind of the customer, we call it, and copywriting direct response. In this case, we’re getting into the mind of the reader. We’re trying to really understand, the core problems so we can truly write a book that is useful.

The first step, of course, is to write your clear promise. Now he talks about the way he frames the promises, the key in framing of promises around solving a core problem or frustration or achieving a tangible outcome. So, again, it’s a skill I wanna develop. It’s a fear I wanna alleviate. It’s a question I want an answer to, or it’s a certain goal that I wanna achieve.

There’s a great quote by April Dunford, and she said most books are idea books. You know, that they don’t give you one little word about how to get it done. My book is going to be a book about how to actually do it. And that’s really one of the concepts of this is it’s, it really is writing a useful book, and it’s gonna teach you the actual step by step process. So it’s not theory, and that’s the overarching concept.

The key to identify a very specific problem, and there’s there’s certain processes that you you go through, and I’ll show you how to do them with with AI. But, you state the the problem, then you make an explicit promise.

How he defines the promises, it’s, you’re providing a clear path to that solution or desired outcome that they want. The promise should focus on teaching actionable methods, not sharing ideas. So he gives a great example of a promise of, a book. And this this is a a book that’s very popular, How to Stay Alive in the Woods. You look at that, you and Celine know what it is, and that’s a great example of solves a problem, and it’s a clear promise.

Here’s some examples of problem and promises.

And he the way he structures it in the book, it’s almost it is essentially a formula that you can use, which is great for AI because AI loves patterns. But, he gives some clear examples. So here’s an example of a problem. I’m struggling to gather reliable, customer feedback and insights as an entrepreneur.

The promise is this book will teach you proven techniques to conducting insightful customer interviews to deeply understand your customers’ needs and build products they truly want. So that’s a that’s a great example. Another problem, feeling stressed and unprepared when facilitating workshops or presentations. What’s the promise? Follow the step by step framework in this book to design and deliver engaging impactful workshop workshops that wow your audience.

Here’s another great one. Wanting to develop a consistent writing habit, but lacking motivation or desire.

This book provides a structured plan with actionable daily exercises to help you build a sustainable writing practice and make progress on your goals.

And then the last one he gives is, desiring to be more productive and make better use of your limited time, learn productivity strategies based on the latest research to eliminate wasted time, energy, and focus so you can improve the most your most important goals.

So in this case, as you can see, you’re you’re clearly aligning the the promise to the problem.

Once you understand the problem, you align a promise, and you state your promise, then you go into what he call what he calls as drafting your your table of contents. Now, again, there’s specific requirements on this.

You’re gonna add detailed subsections under each main section to further break down the specific lessons and takeaways.

You’re gonna test your table of contents, by having teachable conversations, he called them, where you attempt to actually deliver the promise value to your potential reader step by step. He suggests interviews and and, surveys. We can use AI for that. But, again, I’ll give you both message. You you can choose which one you want. Here’s a great example of the before and after for a table of contents. This was an actual book where the table of contents was just pine, willow, popular oak.

This table of contents, it just lists the names of different trees, but it doesn’t convey what the reader actually learned out each one. And here’s a here’s a great example of a good table of content. So instead of pine, it’s pine for fire starting wood and bandaging injuries. Willow for carving, weaving, finding water as a and as a pain killer, poplar for carving, kindling, containers, and treating infections, oak for construction, crafting, cold fires, and medicine.

So it it it it’s very specific, and it describes a specific outcome from each in the table of contents. So it’s very important.

The next one is writing your cover, and, again, it’s a formula.

And it’s for your cover, he says, you know, you write your clickable cover that makes an unmistakable promise about the value benefits that you will receive.

So the cover should make a clear promise, of course.

The title or the subtitle should explicitly describe who the book is for, the benefit outcome, and the text and imagery conveys a a core promise at its glance. And you’ll notice a lot of this stuff is is pulled from copywriting as well. A lot of this stuff is sales letters.

It just framed differently. Even the the the problem solution, formula that he says to use to write your promise is is literally problem solution or problem acetate solution for copywriting as well. And, again, if you’re gonna use the cover, he gives this multiple times. It’s how to stay alive in the woods.

So what we’re gonna do now is we’re gonna go through this this process that he talks about, which is scoping, and we’re gonna apply the steps using AI. So what I’ve done is I’ve created and I’ll give everyone access to this at the end. So, we’re covering this part, and this is gonna be like I said, this is gonna be enough for you to have your table of contents, have your book, ideas for your book title, and then you can start showing it to people and then start drafting your book as well. The writing and the drafting phase at the end, I’m gonna show you how to use chat or get chat t GPT to emulate your writing style or a specific writing style that you wanna emulate.

In my case, I’ll explain. When we get there, I’m writing a book on effective delegation. There’s a specific book that I really like, and I like that writing style. So I’ve I have AI analyze it and do a style guide and produce a style guide that I can input and use as a database.

And then moving forward, it’s gonna emulate that for me. So I’ll teach you how to do that at the end as well.

So here’s the first prompt for the scoping, and I’ll I’ll do a couple of them as well depending on how much time we have. Now the first step is you really you wanna define your, the top ten problems that your ideal reader wants to solve.

In this prompt right here, we are we’re instructing chat TPT or whichever you use, to look for the most pressing problems of your ideal reader, based on the specific criteria. The criteria we’re using is directly from the book.

These are exactly the criteria he’s saying. Now we got this from and I’ll I’ll show you a trick on how to get this information from is you can take these books that you wanna analyze and you can you can create your own dataset from them.

You can you you can create your own knowledge base, and then you can use AI to craft prompts that follow the specific instructions of the book. And I’ll show you how to do that, in a minute as well. So the first step is we wanna take this. I’ll do two example audiences to show you.

Let’s start with, in my case, I wanna start with pop it in. I’m gonna go with, let’s go first time managers. So ideal reader, just replace this.

And then what it’s gonna do is it’s gonna you can use chat GPT for this, which which will give you pretty good results.

Or another one is you can use is scholarly GPT. So what’s great about that one is it’ll pull, its knowledge from a massive dataset of, papers.

So we’ll we’ll do that one next and you can see the difference. Now these a lot of these are spot on if you read them, and it’s quite detailed as well. So once it lists the ten, then it’s just a matter of your you take that ten.

You can put it in your scoping document because you’ll save it for later.

But, we’ll go through.

One that I another one I’d wanna do as an example and just to show you how, you can get some pretty detailed information, especially on the research and discovery phase, is, let’s do it with scholarly and let’s do it for new dads.

Right?

And just to show you how broad, you can you can make this. So this will be new dad. You can also do it new new, new moms entering the workplace, new dads entering the workplace. There’s a lot of you can choose any topic, and it’s really gonna help you dig deep. Now what’s cool about the Scholarly GPT is that it’s basing it off of actual studies and whatnot so that you’ll find the accurate the information is pretty accurate.

And the same sort of concept, you just you take this in, add it to your scoping document, and then you can move on to the next step. Now, I don’t wanna it’ll it’s a run out because of the time. But the next step on that would be now the step is optional here is to in the book, he recommends, to take once you know the the top ten problems, so a new dad’s case, you know, in this case, it’s gonna be balancing work and parenting, sleep deprivation, financial pressure, lack of personal time. As a new dad, I can tell you this is all a hundred percent accurate, as well. Dealing with mental or no physical health neglect, adapting to change self identity. So a lot of these, what do you suggest now doing in the book is to take this information and to write a survey.

So, again, you can use chat GPT for that. I included a prompt if you do wanna do do that. There’s a a GPT called survey, creator GPT. I’ll open that for you.

And what you can do is you can paste the there we go. You can just paste this prompt, if you do wanna do that inside of that. And what it’s gonna do is it’s gonna, create a survey that has two parts. It’s either a survey question or a survey interview that you can send to different people.

I put the output in here for you. You can see what it looks like.

And this is the output. It’ll put it on a scale of one to ten. And because you’re we I recommend that that GPT that you use because it follows best practices for surveys and whatnot.

And then, of course, you would send this or interview, your one reader. In this case, it’s new dad. And you’re essentially trying to figure out, okay, which which resonates with them, the most. And then based off that, we would move to the next step.

So the next step after that is, you know, let’s say that we we are we speak to dads. We’re like, okay. This problem really resonates or it’s first time managers. In this case, what we would do, I know I went through this right here. Let’s go to this is a new dad.

Okay. Here’s the delegation. So I’ll go through I know it’s delegation, time management and delegation.

So what you do is you take this prompt and copy it. Now what this is gonna do, it’s gonna really dig deep into that specific problem, and it’s gonna use the criteria from the book, that we talked about. Because now we know the problem. We wanna understand the goal.

We wanna understand, what we talked about earlier, any questions they have. We also wanna understand any frustrations or problems that they have, related to that specific problem. So we’ll put that in here, paste it, and go up target audience. Here we go.

So first time managers.

And now what’s gonna do, it’s gonna based off the criteria of the book, it’s gonna really dig deep and so you can get in into the mind of the, the reader.

And this is building now we understand the top ten challenges. We we’ve narrowed that down to getting into the understanding the the mind of the customer, the the reader, and crafting our table of contents and also our book title as well. Now what I did in this case is you just copy and paste it, put it in your scoping document, and you can study it later. And it’s pretty detailed stuff. Like, it it it talks about personal and professional growth, why they’re motivated profile. It goes into detail quite a bit.

And if you do read the book, you’ll see that these are aligned with with everything that he mentions to, to do. You may not agree with all of it, but we’re using his criteria to, define the to define the stuff. So next is to, get an even deeper understanding.

Now now we know it’s first time managers. We know the problem. The core problem is effective delegation.

Now we wanna get in to deeper understanding. And we for effective delegation, we wanna know which skills they wanted to develop. So we’re gonna ask AI, specific questions, including why questions.

We’re gonna we’re gonna wanna know the the, the skills it wants to develop, the frustrations and the fear, any specific questions, and then any goals. And then we’re gonna ask we have specific criteria that he discusses in the book to get an even deeper understanding. So So what we’ll do is we’ll paste this.

And remember, all of this information we’re gonna be using for our table of contents and our book cover as well, which is I was pretty surprised the book. The GPT nailed it quite well. So we’ll paste this in.

Here it is. So d and this is deeper, deep in our understanding of the most pressing problem identified earlier, which, of course, was the delegation for our reader. We click on this. And now it’s gonna give me specific skills that the the reader wants to develop, specific questions it wants, answers to.

Because remember, we’re we’re promising something in this book. Right? So it has to be actionable because it has to be a useful book. So what we’re doing is we’re layering in and layering it, and we’re we’re getting to the meat and potatoes.

But because we’re going it from different angles here, we’re coming from a skill development angle. We’re coming from a fear and frustration angle. We’re coming from an answer and question angle. We’re also coming from a goal angle.

We can tackle different promises, and we can test which ones resonate better. So that’s that’s the ultimate, goal that we’re doing here. So, again, copy and paste this, put it in your, your scoping document.

Now the next step when that’s done is now we get a handle on our most pressing. And I’m I’m sort of going through this because we’re limited on time, but, ideally, you’d wanna analyze this and and read through it. I did this do with copywriters as well. So I’m gonna there’s a book called, Creative Under Pressure that I’m gonna write because it identified with copywriters.

One of the biggest challenges is wanting to, maintain creative or be creative when they’re still facing all these tight deadlines and they feel rushed.

So that’s a pre engaging topic. So I’m gonna write a book on that as well.

Let’s do the next step. Craft a tangible promise. So this is the fun part. Now we know the problem, the core problem, delegation, you know our audience. Now we’re gonna ask ChatGPT to craft a clear promise that we can start testing. And, again, this is the structure of the book, to the letter, including the skills, the promise that they need, the fear frustration, the promise that addresses that. We paste this in.

So here we go. So the first one is the need to craft a promise, is skill development. So many new managers struggle with establishing authority while maintaining a positive relationship with former peers. Here’s the promise. If your new manager finding it challenging to balance authority with, camaraderie among your team, then this book will teach you practical leadership skills. The next one is understanding the fear and frustration.

The another one is the identify the problem, new managers. Asserting authority is a good one. You know, if you’re a new manager pondering how to assert your authority effectively without alienating your team, this book will offer you clear guidance. So what we’re doing now is we’re aligning the the promise based off the, problem, but this we’re we’re categorizing the problems, again, based off skill, fear, question, or goal. Now once we’ve done this, we have our promise, we have our need.

You can go on to the next step, and you can test this if you want. You can take this prompt, put it into the survey GPT. And what what that will do is it’ll craft a series of, survey questions that you can either email, or if you want to, you can interview them. And the goal of that is to determine which promise out of everything we just mentioned sort of resonates with the reader, and then you can you can use that to move on to the next step, or you can just use chat tp t. I’m not gonna do this because I’m I’m pretty confident in the results that that chat chat t p t is writing. I’m gonna move on to the next step.

He talks about in the book, you know, who the book is for and not for.

So what I’m gonna do is now I know that the the reader, I know the core problem. Now I wanna draft who the book isn’t for is not for. And I wanna not only decide who the book oops. Sorry about that. Okay. So the next step is we’re gonna we wanna write, or decide who the book is for, who the book is not for, and what the book will not cover. So now Chat EPT understands our audience, the core problem.

It also has a handle it can also tell us, okay, who is the book not gonna cover, and it’s gonna write that for us here. Again, these are all the requirements that it talks about in the book, with clear examples of each one. So then it’s just a matter of pasting it in. Now this is important as well because this is gonna be one of the first sections on your book that, and he talks about, you know, you wanna highlight exactly who the book is for, who it’s not for.

So when I look at it right away, I’m gonna say, you know what? This book is for me. It’s not for me, and I’m gonna make that decision. And not to go really broad, because if you go broad, you get a lot of four star reviews.

It’s like, oh, this was a good book, but it wasn’t really for me. You wanna avoid that. And by highlighting who this for isn’t for and being ultra specific, new managers who wanna learn how to delegate, It’s not for, leaders with a lot of experience.

It’s not for non manager skills. Like, it it’ll break it down for you. I’m gonna include this in the the table of contents. So I would copy and paste this, put this in the scoping document.

The next step here is to write a recommend recommendation loop. Now this is cool because a recommendation loop is he talks about it, and we’ve all done this where, okay. I have a problem, and let’s do presentation. So I have a presentation coming up. You know, I’ve never done a presentation. I need to learn how to do this.

I’m talking to a friend at work. A friend says, yeah. Yeah. I I was doing presentations.

I read this great book. You should check this out. Oh, what is it called? I go read the book.

I implement it. I hold a successful presentation, and then I recommend it to someone else. That’s called a feedback loop. And in the book, he recommends that you write that, and it’s a dialogue between two people based off your specific problem, which is which is pretty cool.

So I’d paste that in as well.

And remember, I’m I’m layering this off of, each step. So now it’s gonna analyze it based off the problem, and it’s gonna write a a, a recommendation loop for me.

And, of course, what I would do before is you you take that. Here’s the recommendation that it, it did before, and it breaks it down for you. It’s triggering the need, mentioning the stress, and it’ll create a dialogue from start to finish. In this case, it’s, you know, she’s, Saris is is struggling with her colleagues. She’s struggling with her new roles in the manager and delegation, and Tom gives her advice, recommends this book. She applies the book, and then they call it closing the loop where she she’s like, hey. I had a great experience, and then she recommends it to a colleague.

So that’s what that’s what it’s, he refers to. And, so this is gonna write a complete recommendation loop for you as well. And, again, copy and paste that, put that in your scoping document, and move on to the next step.

Now we get into the fun stuff, which will be the table of contents. Now table of contents is, it’s, we talked about that before. It’s there’s a specific criteria he says to focus on. It’s solving the problem. It’s actionable.

So we’ve taken all the criteria from his book. We’ve taken the exact output that he suggests, and he gives some great examples. So we’re just gonna copy this in.

And now ChatGPT knows, who the book is for, who the book is not for. ChatGPT knows the core problem we wanna solve. It’s recommended potential promises, to solve that problem, identifying a goal, a challenge, or frustration depending on which angle we wanna go with. Now based off that information, gonna go ahead and it’s gonna draft a table of contents for me.

Now the, and now what you wanna do at this stage is you’ll take this table of contents and you can start testing it with people. You can put it in front of new managers.

You can ask people for certain feedback. You can tweak it. If you’re not happy with the first run, then, of course, you can, you can just have it rewrite it as well.

So I took this well, it’s running through because of time right now. Put it I put it into the table of contents here, and, it was spot on. It, I like this one better because it it it laid the foundation. One trick I had, if if you do so he does mention too, if you’re gonna write a useful book to make sure that it’s it’s timeless.

Right? It’s it’s not to not to align it with certain technologies that won’t be around in, say, a year or two years. Right? So one thing that I did is they’re the business book here on, like, the top one hundred tools you need to succeed.

And in that is the delegation process or as other business, frameworks that are using the financial world, like balanced scorecard.

So you can take these proven timeless frameworks and you can ask AI to, draft a table of contents around this framework that then aligns with your reader and the problem they wanna solve. So that’s gonna solve sort of the timeless take that we were talking about.

Next step we do after that is the book cover. Now this this is a fun one as well.

The book cover is there’s certain criteria that, we talked about in there. Now this one, you want to update a few things, on this as well. So you wanna paste this in just because it’s a bit more accurate. And it’s gonna give you ten potential book titles. So I put first time managers and most pressing, which is delegation, which we figured it out.

So now it’s gonna suggest some book titles.

Some of them you like, some of them you won’t. Some of them for there’s other titles I gave, and I’ll show you in a second that I love.

The copy running one, I absolutely love.

And, the the original title that it said, I made some tweaks to it. Now this is the criteria he recommends as well. You could use, copywriting formulas here if you want. There’s other formula that you can find. Test that. But this is based off the criteria he suggests that’s embedded into the into the, the prompt.

So now you have your titles. And, of course, you can you just you paste it in here. And now you have your table contents. You have your, your title.

You have everything done in the first part that he talks about, which is your your scoping document. So you’re like, what’s the next step? So the next step is to, take this information and you can use some type of writing tool. What I use is, it’s a lifetime value.

I don’t know if anyone’s ever heard of Atticus.

So there’s three books that I’m I’m gonna start, writing. The first one is the one we just went over, is the effective delegation for first time managers. I think that’s a great a great title.

This is the outline that I talked about, which is based off the framework. So it’s, I have my outline. I have the premise. I have the title. I can start testing it, and these are the the the other headlines that I I may test as well. And that’s all from the scoping document. It took me about a half hour to put this together.

The other books that, based off other research I did, the other book I wanna write is, of course, write useful books with AI, which is the process I’m going through right now. I’m gonna take that and I’m gonna write a book on it, as well. Well, that’s an obvious no brainer. And then this one, which is really cool, is creative under pressure.

I went through that exercise, and I told you earlier that copy that was one of the top challenges that I realized with copywriters is this need to feel to be creative.

But how do you juggle that, especially with all these tight deadlines? So it’s offering actionable tips and incorporating AI or some angle I have to think through on it.

So you put your title in there, you put your headline.

And, on the next step in here, another this is a big one as well, is the drafting.

So, this is all about writing, and you may agree or disagree on this approach, but, the there there’s plenty of books in that right now that are a hundred percent AI written that are making a lot of money.

If you wanna go that route and there’s a certain style you want, this is how you can do it. What you’ll do is you’ll take and I’ll include the prompt for you as well.

You can copy and paste this prompt into, chat GPT or any any that you want. And what this is gonna do is it’s gonna write a style guide for you based off your writing that you want. Now when I say style guide of your style, what I’ll do is let’s start a new one here. I’m gonna paste this in. This is a book that I really, really like. This is a book on delegation that, was was number one seller. It sold really well, and it tells an engaging story.

It, it’s not dry. It’s like a new manager. What he is what he experiences. There’s a lot of dialogue. It’s just a great writing style that I like. So all you need to do is if you find a book that you like or someone else’s writing, it could be a blog, it doesn’t matter what it is, then just go ahead and copy the whole chapter and paste that into the prompt. And you wanna find the the section here where it says examples right here, and just go ahead and replace that.

Okay? And then enter. And ChatTPT is very good at this. Claude is very good at this as well. So it’s gonna analyze this writing style, and it’s gonna write us, a, style guide for me. It’s gonna look for pattern recognition, adjectives, adverbs, and it is spot on. And it’ll give you an example, at the end, this will pass one hundred percent AI detectors, guaranteed.

It’ll it’ll show as one hundred percent human writing because it’s basing it, of course, off the human human writing. Right? So when this is done, you can take this.

And just before you’re gonna write a book or if you just wanna do an outline, with your spit draft or what it is of that chapter, you do very high level. And then you can copy and paste this, and you can see how it’s doing the dialogue, which is just exactly how I wanted. You would copy paste this in here. Save this as your style guide somewhere. You could put it in the prompt if you wanted to.

Okay. And just, write like me.

And now you have your own personal style guide that you can use. And when you’re starting, a prompt, you can just, you know, copy this, put it in here. This is gonna tell ChatGPT exactly how you write your your the style guide, everything it needs to know to emulate your running stuff. And then you can just put your outline here or what you wanted to write. It’ll emulate that for you as well.

I’ve done that with with these sections. So here I’m at with the to taking that process. And keep in mind, this this was a day. Okay? This is, like, maybe three hours getting to this step.

Effective delegation for first time managers, table of contents, the the the book titles that I’m gonna test, the introduction, the all the chapters, what’s book covers and what it doesn’t. I have all that in a scoping document. So I can just take this, copied it, put it in my writing style, and chat GPT will write it. Here’s the first, here’s chapter four foundations of delegation.

Here’s what it’s written so far. It’s the dialogue I want. It tells an engaging story of a new manager who’s learning how to delegate. He has the specific problem that I’ve discovered, the specific scenario, the specific problem, sort of promise, and it also uses the framework from this business book as well. So it’s timeless as well. Right?

And I’ll repeat that process through each, for each one, including the preparing to delegate, and then I’ll just rinse and repeat.

A tip on this is to, especially if you’re looking at a certain, topic is to, if you can find it, like, this was on AppSumo when it was available. This this is a database. So what you can do on these is is find a book or a topic that you like, and then you can add let me go to chatbot here.

You can go in and you can create a prompt, for it. You can upload the book. Okay? So all of these are books here that I that I’ve uploaded, including, like, patient dataset.

So it’ll only pull from that. And then you can you can instruct it to act as a writing coach and that author, and you can put your prompt in here. And then you can use this as a reference guide when you’re doing your research as well. Now a a trick on this as well, if you’re if you’re reading a book and you wanna create your own prompts or or concepts, is, ask this to use the book as its own dataset and then ask it to explain the concept in the chapter.

And once it’s explained the concept, then ask it to write step by step actionable, process to achieve that concept and then ask it to turn that instructions, that step by step process, go to chat GPT, and explore. You’re gonna see different different type of, GPTs that you can use here. One of them is called, prompt.

Here we go.

And you can pull this up. There’s prompt engineer, prompt perfect. That that’s a that’s a good one. You can paste those instructions into prompt perfect, and it will write a prompt for you to achieve the exact outcome that the author suggests based off his criteria.

As you can see, yeah, that’s pretty powerful, and you can align that with different books, and different strategies that you want depending on the angle that you wanna use. So if you can get a hold of this, definitely do it because you can build your own your your own datasets.

That’s it, in a nutshell.

I’m gonna put this online in one of the groups.

It’s gonna take me, I imagine, about two weeks to publish the book on delegation.

I’m gonna publish it to Amazon. I’m gonna put it up, and then we’ll see how it goes. But, it’ll be interesting. And then I’ll share additional processes on that as I go through it as well and all the prompts. So go ahead and bookmark this, this page, and I’ll share it with everyone as well.

And just a systematic process. You know?

Go step by step and and learn as you go, and then you’ll see different opportunities and and go from there.

Any questions that I can answer for anyone?

Jess had one. How are you planning on testing the titles?

Well, that’s you can do a survey. Right? It’s you can I can put it in front of people?

You can find first time managers. Right? You can test them. You can do interview questions, or you can send a survey if you want. K. Easy.

There’s a test I forget what it’s called. There’s a tool we’re at. You can actually pay as well, the split test. And people you can use Google Ads if you wanted to test book book titles as well or book covers.

I’m not gonna do any of that. I think that AI is to the point right now where I can get a pretty good idea. Like, I’m I’m more than comfortable with launching with effective delegation for first time managers. I think that’s clear.

It meets the purpose. It’s spot on. I’m not gonna see how it goes. But, but, yeah, the you can, and I’ll I’ll forget I forget what tool it is, but I’ll I’ll send it over.

He talks about it in the book that you can use to test as well.

I think Naomi just she chatted over Liza.

That’s the only chat that I use to, test different ads.

So you can It could be.

It could be.

Testing, and there’s a really wide variety of criteria you can choose from.

What’s it called? Sorry. It could be the one I’m talking about.

It used to be called UsabilityHub, and they’d be branded as Listener. And you can do five second tests. You can Yeah.

That’s the one.

Upload up until six different yeah. Yeah. I you can do without a subscription, you can do tests with one question, I think, one or two questions, and then just pay for that test.

And I think it it’ll cost, like, fifty dollars per test.

Yeah. That’s the one he talks to. I’m pretty sure that’s the one he talks about in the book.

Yeah. It’s a great, great platform. I’m busy over here.

Is anyone here writing a book? Anyone have any plans to write a book at all?

Abby and I are both writing books right now.

Are you using AI at all?

Or I don’t I would imagine.

I don’t take my word for it, but I I don’t think Abby is. I am. So, but this is really helpful because I’ve, I don’t know. What I’ve been coming across lately when I’ve been doing work is, between chat g p t, and then I’ve been getting into Claude, and then, oh, I just started on another one.

But I found it interesting because I did the same process the first few steps, kind of similar to yours but different. And I couldn’t believe I was using ChatGCT four, like, the whole thing, and I did it two different times and two different things, and I couldn’t believe how incredibly different the outputs were.

And, so I was like I don’t know. I think where I go a little bit wrong with AI is I like to see the different outputs among the different tools, and I struggle to stick with one because I like a piece of one, but then I like a piece of the other. And, and then I don’t know which one to commit to, and then it gets really jumbled when I’m trying to keep, you know, the whole conversation going with the chat so that it remembers and tracks and I don’t know. So that’s just been my I don’t think I have ADHD, but I definitely have an organization problem. So I you know, that’s just what I’m working out with as I write the book. So I appreciate the process, Shane.

Are you using Scholarly to, the so when I did the the spot on what Scholarly is really good as it’s, like, list the specific problem of this group, and then it links and it references actual studies.

Yeah. No. I haven’t. I was actually searching for that because I I hired a freelancer to do some work for me, and I’m like, I know there’s one where they will reference journals and things like that. So I appreciate you saying that. Yeah. I need to get it.

It’s in there, the link. I did link to it as well as it prompts.

And I did use Scholarly. I found the results were, were really good with Scholarly. There there’s a few of them in there that and the I like how it references. Another, search engine I’ll share my screen with you.

This is a really good one you’re gonna like.

And I’ll do one with you right now is have you used, perplexity at all?

No. So perplexity is cool because what it does is so let’s take this the core problem here. Okay. Here we go.

Most pressing problem. So what it’ll do is it’ll actually pull different references from the Internet, and, I use this one quite a bit. So let’s go here. This is fine.

Identify the most pressing problem of, let’s do, like, first new dads. Right? And what it’ll do is it’ll search, and it’ll pull and link to the actual references that it pulls. So this is searching Bing right now and using Bing.

And it’ll it’ll still stick to this criteria, but it’s gonna give you it’s gonna link to actual sources as well. So try this one.

Okay. Love it.

Difference between perplexity and Scholar GPT is what one scholar is peer reviewed and perplexity is just pure quality.

Everywhere. We it’s, like, pulling different like, this will pull from Reddit forms. Like, see all these here. Right. These are all the places it’s pulling it from.

Yeah.

What’s cool is that you can see like, some of these are yeah. A hundred percent is gonna be right. Some of them are are, you know, advice for dads. Some of this I can okay.

Just a heads up. Let me let me also explain this. I can control these rankings as well. So we’re we’re doing this now where these are pretty easily to, to manipulate these rankings as of now because they’re trying to figure out their algorithm.

Like, back in the days of Google when it first started, you know, it was easy to rank.

And the thing to be careful about this is, like, if I put in into this right now, I said, you know, will AI take over an industry?

It’ll say no. But then if you look at the sources that it’s referencing, these people have a vested interest in AI not taking over the industry. So you have to difference with this one.

However, now this one right here, scholarly, this is gonna pull from, is, two hundred million plus resources built in. Like, it’s an actual database, and these are, like, Google Scholar, PubMed.

So you can pretty much trust these results. Right? You still wanna verify, obviously. Right?

But you’re gonna you’re gonna get some pretty good you’re gonna get some pretty good information from this, and it’ll reference the sources as well. What I would do is another option, if you’re doing your research, is to take this. Okay? Find a assign a study or a journal and upload this to so all of these files here, these are books. So if you buy a book from Amazon, okay, you buy a book, you can upload to your own dataset, and then you have your instant look, I don’t read books anymore. I ask for summaries, and I and I create a bot that analyzes the book for me, just answers it when I need the information.

That’s a better approach to take if you can.

And then find a journal or a study and then just create prompts and a bot, like a chatbot, to analyze the different stuff. Right? Like, we use it for datasets for patients, write great leads, all that stuff, and that’s what I do now anyways. This is great for research. Amazing for research.

On that note, Andrew wants to know if you can recap the different tools and GPTs used in the process and what they do and how they connect.

Just so they’re all all the you mean the tools is in, the prompt tools or the different I think the one that I’m most interested in is how the one that you were just showing us, the four AI, where you can build the knowledge base from books. Like, it Oh, okay.

Yeah.

Connect to chat GPT. I got it.

My I was just curious about So this isn’t connecting to chat GPT.

This is, this is creating your own knowledge based dataset. Okay? So this is this right here is and and that’s a different so chat GPT pulls from a a a data it’s itself well, not self learning, but it pulls you can create your own dataset from this. So I can upload a book, a document, and then I can create a bot to only analyze that specific book or document and become an expert at that and then ask you questions.

Okay. And and what’s what’s stopping you from, like, I don’t know, putting a a PDF of the book into, the custom GPG, like, knowledge base instead. Like, why, like, why doesn’t that work as well as this?

Because this is this will there’s a with this specific tool, it’s not, it’s not just chat chat DBT. This one you can use, Claude. You can use a a bunch of different, bots as well. So if you open this up, you have different options, and you can also pull API. So you’ll get different results from different ones.

One of the issues is with chat g p t, it may not accept because it’s copyright. Right? It as soon as it reads that like, if you put this into, perplexity, it won’t do it because it it’ll say it’s copyright.

Even though it’s my like, I’m not selling it. I’m not doing any wrong. I’m using it from my own knowledge. I’m not sharing it.

Right? So you this just allows you to to bypass. It’s not it’s more like a third party. That’s why I like it.

And more importantly, the different, you can use you’ll get different results on what you go with. Right? And you can also do your own custom, API, and you can actually get it to do stuff if you want it to as well. You can do this with chat GPT if you want.

It’s not gonna be I prefer this, as well because it it remembers it. It’s always there, and you can just kinda build on it. Right?

Yeah. That was close.

You mean, I think you can get this still, I think you I don’t know if this lifetime this was a lifetime deal, and it’s a steal if you can get it. You get, like, more than enough credits, and you’ll save a lot of cash.

And you got it on that too well?

Yeah. I don’t know if let me see if it’s still available. This is the best one I found.

This is amazing for research. Absolutely incredible for research. Here it is. Research anything with AI.

Now it’s off. If it if it comes back again, I’ll let you know, and I’ll let everyone know. But it’s it’s spot on. It’s, I love this.

This is, like, one of the best tools that I use.

Who doesn’t? Right? And you you can hook this up to Evernote and create your own knowledge base. Right?

All that stuff. All those little bits of information that you’ve always saved and you don’t know what you’re doing with it, you have instant access to it with AI. Right? And you can you can sorta have fun with it.

That was great. Yep. Pardon me?

I said that was great. Yeah.

It’s fun. Combative. It’s, it’s fun. I’m I’m gonna publish the book.

You guys can hold me that too. I’m gonna I’m gonna put the link on. I’m gonna publish the book on delegation in about two weeks, and I’ll add to the process as we go through in including the right like me.

And let’s see how it it goes. Right? There’s there’s a lot of books on there making a lot of money right now that are hundred percent written by AI.

So Mhmm.

Jess has a question.

So if you’re going back through and checking to verify that everything’s accurate, Shane, do you have, like, scope on that? Or, I don’t know. I I, again, hired a freelancer to help me out with, a talk I’m gonna be doing been doing using AI to kinda, I don’t know, just put something together. And I did pay and then, also, I hired the same freelancer when I was doing a competitor audit component of an email program audit.

Mhmm.

And and so I I just was curious if you had any suggestions about when you’re using AI but need to verify any tips, things like that? Because I found in the first like I said, the first time I did the g chat g p t competitor audit, it seemed very spot on when I went to verify on all the competitor sites or socials of what they were leading with messaging wise. Then I did it again on ChatGPT, and I literally asked it.

We’re making assumptions. Right? You’re not whatever.

And he goes, yes.

These are just industry, assumptions, whatever. And, and it was completely off from what each company was really leading with in their messaging, whatever. But, anyway, my point is is, like, I’ve realized the need for a lot of double checking and triple checking, And I was just wondering what your experience was with that with AI.

It it depends on the topic. Right? Like, if you’re talking data where, you know, actual numbers and stats, for sure. But, like, delegation, I’ve been doing it all my life. I’m basing it.

I’m asking AI to, because one of the concepts that’s useful is, like, make sure it’s timeless. Right? It’s it can it can be applied now or twenty years from now, and and I’m just using a proven framework on a business, so I don’t need to verify anything. Yeah.

If I was asking for statistics on delegation or along those lines, I would hundred percent verify it. Right? But if, you know, but it it depends on on what year you can ask. Can you can control it in the prompt.

So, k, we do use we do write stuff for for doctors. Okay? And we do JR, which is he’s twenty years old. He’s not a doctor.

He writes articles using AI on very medical like like, pro like, very medical content, prostate cancer, and he pulls stats. But what he does is he uses we we take, like, the prostate society, we take that database, and we tell AI to only use information from that database. So we’re controlling the source.

Okay. Right? And and if you do that, then it’s not it’s not making any assumptions. And you can in the the tool that I showed you, if you read those those prompts, like, I’m very specific in what I’m saying.

Right? It the the this is this is what I say for the for the book, and this this will give you an example. So I say, as a nonfiction coach, your job is to help students write useful nonfiction books by applying the strategies and tactics from the book, write useful books. The main focus is on is providing clear, actionable tactics for writing useful nonfiction books.

Please provide answers using only the language terms and strategies found and write useful books. When explaining concepts, use direct quotes or closely paraphrase the book’s content without adding information from other sources.

So you see I was very clear and specific about what I wanted it to do. Yep. As long as you you can like I said, like, we this is HIPAA. This passes HIPAA compliance.

Okay? So that’s a perfect example. We have the requirements for HIPAA. We give AI access to it.

We have, the dataset on prostate cancer from a reputable source. And any studies that are peer reviewed, we give access to that. And then we create prompts based off what I just said. And we have a twenty year old who has no medical experience writing detailed white papers about a medic that are then signed off by doctors.

Okay.

So it’s all you can do it. There’s two frames of thought, though. A lot of people say not to write a useful book or do stuff that you’re not familiar with. I don’t buy that stuff. I think you can learn anything. You just have to take time to learn it. I don’t I don’t subscribe to that.

But other people say only do what you know. Data always verify unless it’s your own dataset, but even verify anyways. Right? Like, we do we do social media posts where it’s, like, about health, health topics.

Right? Like, it’s it’s prostate awareness month, whatever it is, and then we’ll we’ll pull stats from a dataset. But but we these stats are from reputable sources. Right?

And you can control the your AI bot to pull from those sources.

Okay. So it’s all it’s all about data. It’s all about where it’s getting information from. Right? That’s what it is. But that’s why I love these tools because you can you can the trick is not to and we didn’t call it a trick.

Forget if you use ChatTPT or any of these tools, have your own knowledge base. Yeah. Create your own specialized knowledge base around a specific topic and train your bot on that to become an expert, and it will. Right? So I have a bot for Gene Schwartz. I literally have his book, and I’ve been using it. And now when I have a question, I ask Gene.

Right? And the dataset is his book. Who doesn’t right? It’s like having access to him. Right?

That’s all.

Thank you.

Pretty cool. Right?

Yeah.

I love it. We’re in a different world. Isn’t this crazy?

I have a question that, maybe should have been asked earlier.

But these books, are you using them just to sell, or is this a lead generation tool? And if so, how do you start thinking about what topics to cover in the lead generation tool?

Sure.

So there’s problem.

Yeah.

So, yeah, that’s the reason why. Right? You you you can definitely use it for a lead gen tool. Like, if you’re especially with those, you know, you’re going into, your specialization and your one thing, then let me share my screen. I’ll show you what I do. And, again, it’s all about AI is broadly defined, and I I include AI as different tools that you can use.

But here you can go, like, the delegation. And there’s tools that it’ll analyze. You’re on Amazon. There’s tools, Chrome tools that you can use, which will tell you the different, keywords that people are searching for that topic, and it ranks them by popularity. Right?

So you can, in this case, I would I would use it for lead gen. Like, it’s solving a specific problem. If I was if I owned a business website, I would possibly offer this as a lead magnet. Who knows?

Or you can launch it on this to build your credibility. Right? And now you’re a published author. Depends what it is.

Some people do make a lot of money. There’s there’s, there’s millionaire this guy right here, Chat GPT millionaire.

Where is it on this? He makes about I think it was, like, five k a month.

And it’s, and it’s a hundred percent written by AI. Right? So there is money to be made. It just depends on what you want to you wanna do. I don’t I’m just doing it for fun. I if I make money, great.

We’ll see how it goes. But I am there is demand for it, hundred percent, and I’ll probably make some money. We’ll see. I’ll share everything with you guys. What do you wanna write your book for? Is it what are you thinking?

Well, I’ve gone on a several podcast lately, and I keep getting asked about about creating buyer personas that work, because for a lot of tech companies just really struggle to come up with a clear picture of who it is that they’re targeting.

Okay. Yeah.

That’s true.

Not something that I necessarily thought would be popular, but a lot of my, a lot of podcasts that I’m going on are demand gen managers. They’re talking about ABM or, PPC, and, those are also my target customers. So Okay.

I thought that would be sort of an interesting middle ground because it’s clearly something popular. And, also, it is not really a service that I offer, but it would be sort of a gateway into a service that I offer. Meaning, like Okay. Creating and optimizing landing pages.

Yeah. Hundred percent. So there’s a lot, like so you wanna I think it’s Gene Schwartz. Like, he talks about, you know, it’s all about demand.

Right? Like, you you wanna anything you do, you make sure that there’s a a need or a want. Like, I’m using my own words, but there’s tons. Right?

So I what I would do is, you know, you look at Amazon and you can see other people have written books. I would purchase those books, download them. I would analyze the reviews. I would actually upload all these reviews inside of ChatTBT, and I would create a dataset.

And I would I’ve from those reviews, I would have it summarized. I would I would PDF I would create a PDF of this. Probably do it now if you wanted to. And then just upload it to, the tool that I have to analyze it.

Then you then I would use, like, SEMrush, to look at keyword data and different things. Like, this is also this is buyer personas.

This is great for volume, but look at this. This is a table of contents in your book. Right? Is it this this is telling you how to outline your book based off real data.

So there there’s a massive need, a hundred percent. I would go a layer deeper, and I I would go, like, forget buyer persona. Like, pick a specific, you know, what are they trying to do with the persona? I would dig deeper on that.

Mhmm. Like, here’s a chapter, buyer persona, and example. These are lead magnets. Hundred percent.

And then I my my brand is called Story Logic, and so I was gonna tie it into different story elements, like how what is the villain in the buyer persona? What is the assistant?

What is Story brands does that plot line.

Have you heard of My Story Brand?

So they do great. Demo solution? Oh, different.

No. I’ll show you here. So, here it is.

Create an account and, it’s it’s hero’s journey, basically, but it’s well done.

So they they take the hero’s journey, you know, Star Wars, Jaws, all those books. And, basically, what they do is they they do exactly what you’re talking about. So this and in the end, you can print this, but it follows the the here the it’s a version of the hero’s journey, basically. Right? And it’s a character who starts the problem, meets a guide, gives them a plan. And then what they do is they take this and they they align this to, story brand.

But the thing is that these are oftentimes not something that tech companies are looking at.

Shit. Are you sure? Really?

I I feel like a lot of the because I work with tech companies that are very, very technical, and very complicated. And so they struggle to understand how to take these concepts and apply it to technology because it feels very consumer ish for them. It feels very, it it feels too b to c. That’s the sort of feedback that I get there. They’re not thinking in that sense.

You wanna know a lot more about features and Benefits.

And different target demographics, and they’re thinking about campaigns and keywords. And it’s just this kind of language is they even if they’ve heard of it, they don’t know how to adapt it to their, to their use case.

So we I can tell you what I know works and what we do is you can take especially for that, like, if what they’re really saying is they they wanna better understand their their, their audience so they can they can make more money. Right? They wanna they wanna get in the mind, essentially. So you can if you look at this, and this is the angle that StoryBrand does, is this right here is actually a sales page.

It just it’s it’s aligned differently. It’s left to right. But if you stack these, it’s a sales page. So if you look at the the templates that they have, these are the different templates, and we sell these.

This is if you if you look at this, it’s it’s a story.

Right? And that’s the sell. And you could they spin this for b to c, but you could easily spin that for for for b to b or or tech, whoever you wanted to target.

You could use the hero’s journey and just stack it so it tells a great story from start to finish. And then that’s that’s this does that make sense? Like, this overlay on top of that?

Yeah. Yeah. I get it. I I think it’s great. It’s just I don’t see that many people doing this for a very technical enterprise level b to b item.

But why? I don’t understand. I know. That’s interesting. Why wouldn’t it?

I don’t know why. Because, I mean, like, I I think that a lot of a lot of people in these fields are and people in upper management are typically engineers, and so they tend to be very, very technical.

And they’re not thinking in a creative storytelling kind of way. They’re thinking about the product, and they’re thinking about getting the product out the door as quickly as possible. And then I also think that, a lot of times, the marketing leaders are or the successful marketing leaders are more involved in campaign management. So they’re thinking about bids, and they’re thinking about keywords and platforms and ABM and different strategies like that, and the sort of storytelling layer comes in later, it’s not the top priority.

But it should. Hasn’t Yeah.

I I agree. I agree. I’m just trying to explain. I especially, I most of the clients that I work with are Israeli, and Israelis are known for being extremely practical, extremely, just pragmatic. They wanna get things out the door. They wanna start campaigns. They wanna launch things, and the strategic element of things sort of falls to the wayside.

So Yeah.

Because it if they’re logical, then they would see, like, it’s it all starts with with keyword. Like, the keyword data on Google is basically the mind. It’s it’s understanding what people are searching for, and you use that to feed your campaign, your AdWords. Like, we make a lot of money with Google Ads.

It starts with keywords. I can tell instantly by looking at a keyword where they’re at the buyers or any stages of awareness, whatever it is. Right? Like, that’s that’s this that would be a pretty easy sell.

I don’t know. That’s weird. I’ve heard that. Maybe maybe I’m just in my own world.

I don’t know.

It’s not it’s not just Israeli I mean, this is this is what I hear. This is what the podcast hosts are asking me. Anyway, I appreciate the answer. I do have to jump.

Yeah. But yeah. Thank you.

Sounds like an opportunity, though. If you if they don’t if they don’t know it, then and it’s like it’s such a no brainer, like, it sounds like you could sell them pretty quick.

Yeah. I mean, I I don’t know if it’s something they don’t know or if it’s something that’s hard for them to flush out and hard to actually execute.

It’s too theoretical.

Well, how are they creating ads, though, if they don’t understand how how are you writing an ad if you don’t understand who you’re writing ad for?

Not not that well.

Well, you can. It’s impossible. It it it sounds like they just need to be informed. Like, it’s like, that’s an opportunity to create a process.

Right? Like, it’s a system that will help them achieve the the outcome they want, which is just that’s what I would do. Anyway, that’s why it’s so weird. I never heard that before.

Yeah.

Each is on.

Thanks, Shane.

Yeah. No worries.

Yeah. Thanks so much.

Any other, questions?

Have fun, everybody. I’ll I’ll share this as well. And I said, give me feedback on my book because it’s I’m gonna publish it. Give me two weeks and see how it goes. Hopefully, I get some good reviews.

And Yeah.

We’re looking forward to seeing it.

Alright.

Thanks so much. Okay.

Transcript

There we go. K. Everyone, everyone can see? You’re good? Okay. So, today, we’re gonna go over, how to write useful books.

And the premise is based around I don’t know if anyone, has read it yet, but there’s there’s a great book called Write Useful Books by Rob Fitzpatrick. And, it’s a very systematic approach to to writing the book, and a good analogy is Joe’s research and discovery phase. It’s really getting into the mind of cost of the customer, understanding the problem, that they wanna solve, and then crafting a promise or solution to solve that problem. So what we’re gonna do is we’re gonna take that concept, that he talks about in the book and the step by step process, and we’re we’re gonna use AI, to streamline a a lot of it today.

Now the book is essentially broken up into here’s a a diagram of each phase of the book, and, essentially, it’s broken down or the process is broken down into scoping.

And scoping includes really, you know, who you’re writing for, what they care about, what problem are they trying to solve. And then based off that, you craft a clear, clear promise.

Then more importantly, you you decide who the book isn’t for and what the book isn’t gonna cover. And then once you have that information, you can start drafting your table of contents, and then you create something that’s called a recommendation loop. And I’ll give some examples, in a minute on what that is. And And then you’re using this information to essentially, you can survey people, you can interview people.

I gives I’ll show you how to do that. If you really wanna do that, I’d I’m gonna write a couple of books, and I’ll show you where I’m at with these. I’m not gonna do that. I think that with AI, you can get enough information, session today, you’ll have what’s called a scoping document. And the scoping document will be similar to this.

And the scoping document will be similar to this, which is gonna be your table of contents, your top ten problems, the the interview questions, really getting into the mind of the customer that then you can use to start creating your book. And then, of course, I’ll get into that sort of the the process where I’m at it with it and whatnot.

The let’s start at the first step on that. And the first step he talks about is really it’s define your ideal reader and the specific problem they wanna solve. So this is this is copywriting in a sense. You know, you wanna you wanna know who you’re writing for.

Oh, you’re you can hear me okay? There’s oh, I thought I heard a noise in the background.

Now he defines the problem as loosely or the problem is loosely defined as a skill the reader wants to develop, a fear or frustration they have, or a question they need an answer to, or a goal they wanna achieve. So when you when he says problem, he’s defining it very loosely.

The whole concept of the book is really to you wanna get into the mind of the customer, we call it, and copywriting direct response. In this case, we’re getting into the mind of the reader. We’re trying to really understand, the core problems so we can truly write a book that is useful.

The first step, of course, is to write your clear promise. Now he talks about the way he frames the promises, the key in framing of promises around solving a core problem or frustration or achieving a tangible outcome. So, again, it’s a skill I wanna develop. It’s a fear I wanna alleviate. It’s a question I want an answer to, or it’s a certain goal that I wanna achieve.

There’s a great quote by April Dunford, and she said most books are idea books. You know, that they don’t give you one little word about how to get it done. My book is going to be a book about how to actually do it. And that’s really one of the concepts of this is it’s, it really is writing a useful book, and it’s gonna teach you the actual step by step process. So it’s not theory, and that’s the overarching concept.

The key to identify a very specific problem, and there’s there’s certain processes that you you go through, and I’ll show you how to do them with with AI. But, you state the the problem, then you make an explicit promise.

How he defines the promises, it’s, you’re providing a clear path to that solution or desired outcome that they want. The promise should focus on teaching actionable methods, not sharing ideas. So he gives a great example of a promise of, a book. And this this is a a book that’s very popular, How to Stay Alive in the Woods. You look at that, you and Celine know what it is, and that’s a great example of solves a problem, and it’s a clear promise.

Here’s some examples of problem and promises.

And he the way he structures it in the book, it’s almost it is essentially a formula that you can use, which is great for AI because AI loves patterns. But, he gives some clear examples. So here’s an example of a problem. I’m struggling to gather reliable, customer feedback and insights as an entrepreneur.

The promise is this book will teach you proven techniques to conducting insightful customer interviews to deeply understand your customers’ needs and build products they truly want. So that’s a that’s a great example. Another problem, feeling stressed and unprepared when facilitating workshops or presentations. What’s the promise? Follow the step by step framework in this book to design and deliver engaging impactful workshop workshops that wow your audience.

Here’s another great one. Wanting to develop a consistent writing habit, but lacking motivation or desire.

This book provides a structured plan with actionable daily exercises to help you build a sustainable writing practice and make progress on your goals.

And then the last one he gives is, desiring to be more productive and make better use of your limited time, learn productivity strategies based on the latest research to eliminate wasted time, energy, and focus so you can improve the most your most important goals.

So in this case, as you can see, you’re you’re clearly aligning the the promise to the problem.

Once you understand the problem, you align a promise, and you state your promise, then you go into what he call what he calls as drafting your your table of contents. Now, again, there’s specific requirements on this.

You’re gonna add detailed subsections under each main section to further break down the specific lessons and takeaways.

You’re gonna test your table of contents, by having teachable conversations, he called them, where you attempt to actually deliver the promise value to your potential reader step by step. He suggests interviews and and, surveys. We can use AI for that. But, again, I’ll give you both message. You you can choose which one you want. Here’s a great example of the before and after for a table of contents. This was an actual book where the table of contents was just pine, willow, popular oak.

This table of contents, it just lists the names of different trees, but it doesn’t convey what the reader actually learned out each one. And here’s a here’s a great example of a good table of content. So instead of pine, it’s pine for fire starting wood and bandaging injuries. Willow for carving, weaving, finding water as a and as a pain killer, poplar for carving, kindling, containers, and treating infections, oak for construction, crafting, cold fires, and medicine.

So it it it it’s very specific, and it describes a specific outcome from each in the table of contents. So it’s very important.

The next one is writing your cover, and, again, it’s a formula.

And it’s for your cover, he says, you know, you write your clickable cover that makes an unmistakable promise about the value benefits that you will receive.

So the cover should make a clear promise, of course.

The title or the subtitle should explicitly describe who the book is for, the benefit outcome, and the text and imagery conveys a a core promise at its glance. And you’ll notice a lot of this stuff is is pulled from copywriting as well. A lot of this stuff is sales letters.

It just framed differently. Even the the the problem solution, formula that he says to use to write your promise is is literally problem solution or problem acetate solution for copywriting as well. And, again, if you’re gonna use the cover, he gives this multiple times. It’s how to stay alive in the woods.

So what we’re gonna do now is we’re gonna go through this this process that he talks about, which is scoping, and we’re gonna apply the steps using AI. So what I’ve done is I’ve created and I’ll give everyone access to this at the end. So, we’re covering this part, and this is gonna be like I said, this is gonna be enough for you to have your table of contents, have your book, ideas for your book title, and then you can start showing it to people and then start drafting your book as well. The writing and the drafting phase at the end, I’m gonna show you how to use chat or get chat t GPT to emulate your writing style or a specific writing style that you wanna emulate.

In my case, I’ll explain. When we get there, I’m writing a book on effective delegation. There’s a specific book that I really like, and I like that writing style. So I’ve I have AI analyze it and do a style guide and produce a style guide that I can input and use as a database.

And then moving forward, it’s gonna emulate that for me. So I’ll teach you how to do that at the end as well.

So here’s the first prompt for the scoping, and I’ll I’ll do a couple of them as well depending on how much time we have. Now the first step is you really you wanna define your, the top ten problems that your ideal reader wants to solve.

In this prompt right here, we are we’re instructing chat TPT or whichever you use, to look for the most pressing problems of your ideal reader, based on the specific criteria. The criteria we’re using is directly from the book.

These are exactly the criteria he’s saying. Now we got this from and I’ll I’ll show you a trick on how to get this information from is you can take these books that you wanna analyze and you can you can create your own dataset from them.

You can you you can create your own knowledge base, and then you can use AI to craft prompts that follow the specific instructions of the book. And I’ll show you how to do that, in a minute as well. So the first step is we wanna take this. I’ll do two example audiences to show you.

Let’s start with, in my case, I wanna start with pop it in. I’m gonna go with, let’s go first time managers. So ideal reader, just replace this.

And then what it’s gonna do is it’s gonna you can use chat GPT for this, which which will give you pretty good results.

Or another one is you can use is scholarly GPT. So what’s great about that one is it’ll pull, its knowledge from a massive dataset of, papers.

So we’ll we’ll do that one next and you can see the difference. Now these a lot of these are spot on if you read them, and it’s quite detailed as well. So once it lists the ten, then it’s just a matter of your you take that ten.

You can put it in your scoping document because you’ll save it for later.

But, we’ll go through.

One that I another one I’d wanna do as an example and just to show you how, you can get some pretty detailed information, especially on the research and discovery phase, is, let’s do it with scholarly and let’s do it for new dads.

Right?

And just to show you how broad, you can you can make this. So this will be new dad. You can also do it new new, new moms entering the workplace, new dads entering the workplace. There’s a lot of you can choose any topic, and it’s really gonna help you dig deep. Now what’s cool about the Scholarly GPT is that it’s basing it off of actual studies and whatnot so that you’ll find the accurate the information is pretty accurate.

And the same sort of concept, you just you take this in, add it to your scoping document, and then you can move on to the next step. Now, I don’t wanna it’ll it’s a run out because of the time. But the next step on that would be now the step is optional here is to in the book, he recommends, to take once you know the the top ten problems, so a new dad’s case, you know, in this case, it’s gonna be balancing work and parenting, sleep deprivation, financial pressure, lack of personal time. As a new dad, I can tell you this is all a hundred percent accurate, as well. Dealing with mental or no physical health neglect, adapting to change self identity. So a lot of these, what do you suggest now doing in the book is to take this information and to write a survey.

So, again, you can use chat GPT for that. I included a prompt if you do wanna do do that. There’s a a GPT called survey, creator GPT. I’ll open that for you.

And what you can do is you can paste the there we go. You can just paste this prompt, if you do wanna do that inside of that. And what it’s gonna do is it’s gonna, create a survey that has two parts. It’s either a survey question or a survey interview that you can send to different people.

I put the output in here for you. You can see what it looks like.

And this is the output. It’ll put it on a scale of one to ten. And because you’re we I recommend that that GPT that you use because it follows best practices for surveys and whatnot.

And then, of course, you would send this or interview, your one reader. In this case, it’s new dad. And you’re essentially trying to figure out, okay, which which resonates with them, the most. And then based off that, we would move to the next step.

So the next step after that is, you know, let’s say that we we are we speak to dads. We’re like, okay. This problem really resonates or it’s first time managers. In this case, what we would do, I know I went through this right here. Let’s go to this is a new dad.

Okay. Here’s the delegation. So I’ll go through I know it’s delegation, time management and delegation.

So what you do is you take this prompt and copy it. Now what this is gonna do, it’s gonna really dig deep into that specific problem, and it’s gonna use the criteria from the book, that we talked about. Because now we know the problem. We wanna understand the goal.

We wanna understand, what we talked about earlier, any questions they have. We also wanna understand any frustrations or problems that they have, related to that specific problem. So we’ll put that in here, paste it, and go up target audience. Here we go.

So first time managers.

And now what’s gonna do, it’s gonna based off the criteria of the book, it’s gonna really dig deep and so you can get in into the mind of the, the reader.

And this is building now we understand the top ten challenges. We we’ve narrowed that down to getting into the understanding the the mind of the customer, the the reader, and crafting our table of contents and also our book title as well. Now what I did in this case is you just copy and paste it, put it in your scoping document, and you can study it later. And it’s pretty detailed stuff. Like, it it it talks about personal and professional growth, why they’re motivated profile. It goes into detail quite a bit.

And if you do read the book, you’ll see that these are aligned with with everything that he mentions to, to do. You may not agree with all of it, but we’re using his criteria to, define the to define the stuff. So next is to, get an even deeper understanding.

Now now we know it’s first time managers. We know the problem. The core problem is effective delegation.

Now we wanna get in to deeper understanding. And we for effective delegation, we wanna know which skills they wanted to develop. So we’re gonna ask AI, specific questions, including why questions.

We’re gonna we’re gonna wanna know the the, the skills it wants to develop, the frustrations and the fear, any specific questions, and then any goals. And then we’re gonna ask we have specific criteria that he discusses in the book to get an even deeper understanding. So So what we’ll do is we’ll paste this.

And remember, all of this information we’re gonna be using for our table of contents and our book cover as well, which is I was pretty surprised the book. The GPT nailed it quite well. So we’ll paste this in.

Here it is. So d and this is deeper, deep in our understanding of the most pressing problem identified earlier, which, of course, was the delegation for our reader. We click on this. And now it’s gonna give me specific skills that the the reader wants to develop, specific questions it wants, answers to.

Because remember, we’re we’re promising something in this book. Right? So it has to be actionable because it has to be a useful book. So what we’re doing is we’re layering in and layering it, and we’re we’re getting to the meat and potatoes.

But because we’re going it from different angles here, we’re coming from a skill development angle. We’re coming from a fear and frustration angle. We’re coming from an answer and question angle. We’re also coming from a goal angle.

We can tackle different promises, and we can test which ones resonate better. So that’s that’s the ultimate, goal that we’re doing here. So, again, copy and paste this, put it in your, your scoping document.

Now the next step when that’s done is now we get a handle on our most pressing. And I’m I’m sort of going through this because we’re limited on time, but, ideally, you’d wanna analyze this and and read through it. I did this do with copywriters as well. So I’m gonna there’s a book called, Creative Under Pressure that I’m gonna write because it identified with copywriters.

One of the biggest challenges is wanting to, maintain creative or be creative when they’re still facing all these tight deadlines and they feel rushed.

So that’s a pre engaging topic. So I’m gonna write a book on that as well.

Let’s do the next step. Craft a tangible promise. So this is the fun part. Now we know the problem, the core problem, delegation, you know our audience. Now we’re gonna ask ChatGPT to craft a clear promise that we can start testing. And, again, this is the structure of the book, to the letter, including the skills, the promise that they need, the fear frustration, the promise that addresses that. We paste this in.

So here we go. So the first one is the need to craft a promise, is skill development. So many new managers struggle with establishing authority while maintaining a positive relationship with former peers. Here’s the promise. If your new manager finding it challenging to balance authority with, camaraderie among your team, then this book will teach you practical leadership skills. The next one is understanding the fear and frustration.

The another one is the identify the problem, new managers. Asserting authority is a good one. You know, if you’re a new manager pondering how to assert your authority effectively without alienating your team, this book will offer you clear guidance. So what we’re doing now is we’re aligning the the promise based off the, problem, but this we’re we’re categorizing the problems, again, based off skill, fear, question, or goal. Now once we’ve done this, we have our promise, we have our need.

You can go on to the next step, and you can test this if you want. You can take this prompt, put it into the survey GPT. And what what that will do is it’ll craft a series of, survey questions that you can either email, or if you want to, you can interview them. And the goal of that is to determine which promise out of everything we just mentioned sort of resonates with the reader, and then you can you can use that to move on to the next step, or you can just use chat tp t. I’m not gonna do this because I’m I’m pretty confident in the results that that chat chat t p t is writing. I’m gonna move on to the next step.

He talks about in the book, you know, who the book is for and not for.

So what I’m gonna do is now I know that the the reader, I know the core problem. Now I wanna draft who the book isn’t for is not for. And I wanna not only decide who the book oops. Sorry about that. Okay. So the next step is we’re gonna we wanna write, or decide who the book is for, who the book is not for, and what the book will not cover. So now Chat EPT understands our audience, the core problem.

It also has a handle it can also tell us, okay, who is the book not gonna cover, and it’s gonna write that for us here. Again, these are all the requirements that it talks about in the book, with clear examples of each one. So then it’s just a matter of pasting it in. Now this is important as well because this is gonna be one of the first sections on your book that, and he talks about, you know, you wanna highlight exactly who the book is for, who it’s not for.

So when I look at it right away, I’m gonna say, you know what? This book is for me. It’s not for me, and I’m gonna make that decision. And not to go really broad, because if you go broad, you get a lot of four star reviews.

It’s like, oh, this was a good book, but it wasn’t really for me. You wanna avoid that. And by highlighting who this for isn’t for and being ultra specific, new managers who wanna learn how to delegate, It’s not for, leaders with a lot of experience.

It’s not for non manager skills. Like, it it’ll break it down for you. I’m gonna include this in the the table of contents. So I would copy and paste this, put this in the scoping document.

The next step here is to write a recommend recommendation loop. Now this is cool because a recommendation loop is he talks about it, and we’ve all done this where, okay. I have a problem, and let’s do presentation. So I have a presentation coming up. You know, I’ve never done a presentation. I need to learn how to do this.

I’m talking to a friend at work. A friend says, yeah. Yeah. I I was doing presentations.

I read this great book. You should check this out. Oh, what is it called? I go read the book.

I implement it. I hold a successful presentation, and then I recommend it to someone else. That’s called a feedback loop. And in the book, he recommends that you write that, and it’s a dialogue between two people based off your specific problem, which is which is pretty cool.

So I’d paste that in as well.

And remember, I’m I’m layering this off of, each step. So now it’s gonna analyze it based off the problem, and it’s gonna write a a, a recommendation loop for me.

And, of course, what I would do before is you you take that. Here’s the recommendation that it, it did before, and it breaks it down for you. It’s triggering the need, mentioning the stress, and it’ll create a dialogue from start to finish. In this case, it’s, you know, she’s, Saris is is struggling with her colleagues. She’s struggling with her new roles in the manager and delegation, and Tom gives her advice, recommends this book. She applies the book, and then they call it closing the loop where she she’s like, hey. I had a great experience, and then she recommends it to a colleague.

So that’s what that’s what it’s, he refers to. And, so this is gonna write a complete recommendation loop for you as well. And, again, copy and paste that, put that in your scoping document, and move on to the next step.

Now we get into the fun stuff, which will be the table of contents. Now table of contents is, it’s, we talked about that before. It’s there’s a specific criteria he says to focus on. It’s solving the problem. It’s actionable.

So we’ve taken all the criteria from his book. We’ve taken the exact output that he suggests, and he gives some great examples. So we’re just gonna copy this in.

And now ChatGPT knows, who the book is for, who the book is not for. ChatGPT knows the core problem we wanna solve. It’s recommended potential promises, to solve that problem, identifying a goal, a challenge, or frustration depending on which angle we wanna go with. Now based off that information, gonna go ahead and it’s gonna draft a table of contents for me.

Now the, and now what you wanna do at this stage is you’ll take this table of contents and you can start testing it with people. You can put it in front of new managers.

You can ask people for certain feedback. You can tweak it. If you’re not happy with the first run, then, of course, you can, you can just have it rewrite it as well.

So I took this well, it’s running through because of time right now. Put it I put it into the table of contents here, and, it was spot on. It, I like this one better because it it it laid the foundation. One trick I had, if if you do so he does mention too, if you’re gonna write a useful book to make sure that it’s it’s timeless.

Right? It’s it’s not to not to align it with certain technologies that won’t be around in, say, a year or two years. Right? So one thing that I did is they’re the business book here on, like, the top one hundred tools you need to succeed.

And in that is the delegation process or as other business, frameworks that are using the financial world, like balanced scorecard.

So you can take these proven timeless frameworks and you can ask AI to, draft a table of contents around this framework that then aligns with your reader and the problem they wanna solve. So that’s gonna solve sort of the timeless take that we were talking about.

Next step we do after that is the book cover. Now this this is a fun one as well.

The book cover is there’s certain criteria that, we talked about in there. Now this one, you want to update a few things, on this as well. So you wanna paste this in just because it’s a bit more accurate. And it’s gonna give you ten potential book titles. So I put first time managers and most pressing, which is delegation, which we figured it out.

So now it’s gonna suggest some book titles.

Some of them you like, some of them you won’t. Some of them for there’s other titles I gave, and I’ll show you in a second that I love.

The copy running one, I absolutely love.

And, the the original title that it said, I made some tweaks to it. Now this is the criteria he recommends as well. You could use, copywriting formulas here if you want. There’s other formula that you can find. Test that. But this is based off the criteria he suggests that’s embedded into the into the, the prompt.

So now you have your titles. And, of course, you can you just you paste it in here. And now you have your table contents. You have your, your title.

You have everything done in the first part that he talks about, which is your your scoping document. So you’re like, what’s the next step? So the next step is to, take this information and you can use some type of writing tool. What I use is, it’s a lifetime value.

I don’t know if anyone’s ever heard of Atticus.

So there’s three books that I’m I’m gonna start, writing. The first one is the one we just went over, is the effective delegation for first time managers. I think that’s a great a great title.

This is the outline that I talked about, which is based off the framework. So it’s, I have my outline. I have the premise. I have the title. I can start testing it, and these are the the the other headlines that I I may test as well. And that’s all from the scoping document. It took me about a half hour to put this together.

The other books that, based off other research I did, the other book I wanna write is, of course, write useful books with AI, which is the process I’m going through right now. I’m gonna take that and I’m gonna write a book on it, as well. Well, that’s an obvious no brainer. And then this one, which is really cool, is creative under pressure.

I went through that exercise, and I told you earlier that copy that was one of the top challenges that I realized with copywriters is this need to feel to be creative.

But how do you juggle that, especially with all these tight deadlines? So it’s offering actionable tips and incorporating AI or some angle I have to think through on it.

So you put your title in there, you put your headline.

And, on the next step in here, another this is a big one as well, is the drafting.

So, this is all about writing, and you may agree or disagree on this approach, but, the there there’s plenty of books in that right now that are a hundred percent AI written that are making a lot of money.

If you wanna go that route and there’s a certain style you want, this is how you can do it. What you’ll do is you’ll take and I’ll include the prompt for you as well.

You can copy and paste this prompt into, chat GPT or any any that you want. And what this is gonna do is it’s gonna write a style guide for you based off your writing that you want. Now when I say style guide of your style, what I’ll do is let’s start a new one here. I’m gonna paste this in. This is a book that I really, really like. This is a book on delegation that, was was number one seller. It sold really well, and it tells an engaging story.

It, it’s not dry. It’s like a new manager. What he is what he experiences. There’s a lot of dialogue. It’s just a great writing style that I like. So all you need to do is if you find a book that you like or someone else’s writing, it could be a blog, it doesn’t matter what it is, then just go ahead and copy the whole chapter and paste that into the prompt. And you wanna find the the section here where it says examples right here, and just go ahead and replace that.

Okay? And then enter. And ChatTPT is very good at this. Claude is very good at this as well. So it’s gonna analyze this writing style, and it’s gonna write us, a, style guide for me. It’s gonna look for pattern recognition, adjectives, adverbs, and it is spot on. And it’ll give you an example, at the end, this will pass one hundred percent AI detectors, guaranteed.

It’ll it’ll show as one hundred percent human writing because it’s basing it, of course, off the human human writing. Right? So when this is done, you can take this.

And just before you’re gonna write a book or if you just wanna do an outline, with your spit draft or what it is of that chapter, you do very high level. And then you can copy and paste this, and you can see how it’s doing the dialogue, which is just exactly how I wanted. You would copy paste this in here. Save this as your style guide somewhere. You could put it in the prompt if you wanted to.

Okay. And just, write like me.

And now you have your own personal style guide that you can use. And when you’re starting, a prompt, you can just, you know, copy this, put it in here. This is gonna tell ChatGPT exactly how you write your your the style guide, everything it needs to know to emulate your running stuff. And then you can just put your outline here or what you wanted to write. It’ll emulate that for you as well.

I’ve done that with with these sections. So here I’m at with the to taking that process. And keep in mind, this this was a day. Okay? This is, like, maybe three hours getting to this step.

Effective delegation for first time managers, table of contents, the the the book titles that I’m gonna test, the introduction, the all the chapters, what’s book covers and what it doesn’t. I have all that in a scoping document. So I can just take this, copied it, put it in my writing style, and chat GPT will write it. Here’s the first, here’s chapter four foundations of delegation.

Here’s what it’s written so far. It’s the dialogue I want. It tells an engaging story of a new manager who’s learning how to delegate. He has the specific problem that I’ve discovered, the specific scenario, the specific problem, sort of promise, and it also uses the framework from this business book as well. So it’s timeless as well. Right?

And I’ll repeat that process through each, for each one, including the preparing to delegate, and then I’ll just rinse and repeat.

A tip on this is to, especially if you’re looking at a certain, topic is to, if you can find it, like, this was on AppSumo when it was available. This this is a database. So what you can do on these is is find a book or a topic that you like, and then you can add let me go to chatbot here.

You can go in and you can create a prompt, for it. You can upload the book. Okay? So all of these are books here that I that I’ve uploaded, including, like, patient dataset.

So it’ll only pull from that. And then you can you can instruct it to act as a writing coach and that author, and you can put your prompt in here. And then you can use this as a reference guide when you’re doing your research as well. Now a a trick on this as well, if you’re if you’re reading a book and you wanna create your own prompts or or concepts, is, ask this to use the book as its own dataset and then ask it to explain the concept in the chapter.

And once it’s explained the concept, then ask it to write step by step actionable, process to achieve that concept and then ask it to turn that instructions, that step by step process, go to chat GPT, and explore. You’re gonna see different different type of, GPTs that you can use here. One of them is called, prompt.

Here we go.

And you can pull this up. There’s prompt engineer, prompt perfect. That that’s a that’s a good one. You can paste those instructions into prompt perfect, and it will write a prompt for you to achieve the exact outcome that the author suggests based off his criteria.

As you can see, yeah, that’s pretty powerful, and you can align that with different books, and different strategies that you want depending on the angle that you wanna use. So if you can get a hold of this, definitely do it because you can build your own your your own datasets.

That’s it, in a nutshell.

I’m gonna put this online in one of the groups.

It’s gonna take me, I imagine, about two weeks to publish the book on delegation.

I’m gonna publish it to Amazon. I’m gonna put it up, and then we’ll see how it goes. But, it’ll be interesting. And then I’ll share additional processes on that as I go through it as well and all the prompts. So go ahead and bookmark this, this page, and I’ll share it with everyone as well.

And just a systematic process. You know?

Go step by step and and learn as you go, and then you’ll see different opportunities and and go from there.

Any questions that I can answer for anyone?

Jess had one. How are you planning on testing the titles?

Well, that’s you can do a survey. Right? It’s you can I can put it in front of people?

You can find first time managers. Right? You can test them. You can do interview questions, or you can send a survey if you want. K. Easy.

There’s a test I forget what it’s called. There’s a tool we’re at. You can actually pay as well, the split test. And people you can use Google Ads if you wanted to test book book titles as well or book covers.

I’m not gonna do any of that. I think that AI is to the point right now where I can get a pretty good idea. Like, I’m I’m more than comfortable with launching with effective delegation for first time managers. I think that’s clear.

It meets the purpose. It’s spot on. I’m not gonna see how it goes. But, but, yeah, the you can, and I’ll I’ll forget I forget what tool it is, but I’ll I’ll send it over.

He talks about it in the book that you can use to test as well.

I think Naomi just she chatted over Liza.

That’s the only chat that I use to, test different ads.

So you can It could be.

It could be.

Testing, and there’s a really wide variety of criteria you can choose from.

What’s it called? Sorry. It could be the one I’m talking about.

It used to be called UsabilityHub, and they’d be branded as Listener. And you can do five second tests. You can Yeah.

That’s the one.

Upload up until six different yeah. Yeah. I you can do without a subscription, you can do tests with one question, I think, one or two questions, and then just pay for that test.

And I think it it’ll cost, like, fifty dollars per test.

Yeah. That’s the one he talks to. I’m pretty sure that’s the one he talks about in the book.

Yeah. It’s a great, great platform. I’m busy over here.

Is anyone here writing a book? Anyone have any plans to write a book at all?

Abby and I are both writing books right now.

Are you using AI at all?

Or I don’t I would imagine.

I don’t take my word for it, but I I don’t think Abby is. I am. So, but this is really helpful because I’ve, I don’t know. What I’ve been coming across lately when I’ve been doing work is, between chat g p t, and then I’ve been getting into Claude, and then, oh, I just started on another one.

But I found it interesting because I did the same process the first few steps, kind of similar to yours but different. And I couldn’t believe I was using ChatGCT four, like, the whole thing, and I did it two different times and two different things, and I couldn’t believe how incredibly different the outputs were.

And, so I was like I don’t know. I think where I go a little bit wrong with AI is I like to see the different outputs among the different tools, and I struggle to stick with one because I like a piece of one, but then I like a piece of the other. And, and then I don’t know which one to commit to, and then it gets really jumbled when I’m trying to keep, you know, the whole conversation going with the chat so that it remembers and tracks and I don’t know. So that’s just been my I don’t think I have ADHD, but I definitely have an organization problem. So I you know, that’s just what I’m working out with as I write the book. So I appreciate the process, Shane.

Are you using Scholarly to, the so when I did the the spot on what Scholarly is really good as it’s, like, list the specific problem of this group, and then it links and it references actual studies.

Yeah. No. I haven’t. I was actually searching for that because I I hired a freelancer to do some work for me, and I’m like, I know there’s one where they will reference journals and things like that. So I appreciate you saying that. Yeah. I need to get it.

It’s in there, the link. I did link to it as well as it prompts.

And I did use Scholarly. I found the results were, were really good with Scholarly. There there’s a few of them in there that and the I like how it references. Another, search engine I’ll share my screen with you.

This is a really good one you’re gonna like.

And I’ll do one with you right now is have you used, perplexity at all?

No. So perplexity is cool because what it does is so let’s take this the core problem here. Okay. Here we go.

Most pressing problem. So what it’ll do is it’ll actually pull different references from the Internet, and, I use this one quite a bit. So let’s go here. This is fine.

Identify the most pressing problem of, let’s do, like, first new dads. Right? And what it’ll do is it’ll search, and it’ll pull and link to the actual references that it pulls. So this is searching Bing right now and using Bing.

And it’ll it’ll still stick to this criteria, but it’s gonna give you it’s gonna link to actual sources as well. So try this one.

Okay. Love it.

Difference between perplexity and Scholar GPT is what one scholar is peer reviewed and perplexity is just pure quality.

Everywhere. We it’s, like, pulling different like, this will pull from Reddit forms. Like, see all these here. Right. These are all the places it’s pulling it from.

Yeah.

What’s cool is that you can see like, some of these are yeah. A hundred percent is gonna be right. Some of them are are, you know, advice for dads. Some of this I can okay.

Just a heads up. Let me let me also explain this. I can control these rankings as well. So we’re we’re doing this now where these are pretty easily to, to manipulate these rankings as of now because they’re trying to figure out their algorithm.

Like, back in the days of Google when it first started, you know, it was easy to rank.

And the thing to be careful about this is, like, if I put in into this right now, I said, you know, will AI take over an industry?

It’ll say no. But then if you look at the sources that it’s referencing, these people have a vested interest in AI not taking over the industry. So you have to difference with this one.

However, now this one right here, scholarly, this is gonna pull from, is, two hundred million plus resources built in. Like, it’s an actual database, and these are, like, Google Scholar, PubMed.

So you can pretty much trust these results. Right? You still wanna verify, obviously. Right?

But you’re gonna you’re gonna get some pretty good you’re gonna get some pretty good information from this, and it’ll reference the sources as well. What I would do is another option, if you’re doing your research, is to take this. Okay? Find a assign a study or a journal and upload this to so all of these files here, these are books. So if you buy a book from Amazon, okay, you buy a book, you can upload to your own dataset, and then you have your instant look, I don’t read books anymore. I ask for summaries, and I and I create a bot that analyzes the book for me, just answers it when I need the information.

That’s a better approach to take if you can.

And then find a journal or a study and then just create prompts and a bot, like a chatbot, to analyze the different stuff. Right? Like, we use it for datasets for patients, write great leads, all that stuff, and that’s what I do now anyways. This is great for research. Amazing for research.

On that note, Andrew wants to know if you can recap the different tools and GPTs used in the process and what they do and how they connect.

Just so they’re all all the you mean the tools is in, the prompt tools or the different I think the one that I’m most interested in is how the one that you were just showing us, the four AI, where you can build the knowledge base from books. Like, it Oh, okay.

Yeah.

Connect to chat GPT. I got it.

My I was just curious about So this isn’t connecting to chat GPT.

This is, this is creating your own knowledge based dataset. Okay? So this is this right here is and and that’s a different so chat GPT pulls from a a a data it’s itself well, not self learning, but it pulls you can create your own dataset from this. So I can upload a book, a document, and then I can create a bot to only analyze that specific book or document and become an expert at that and then ask you questions.

Okay. And and what’s what’s stopping you from, like, I don’t know, putting a a PDF of the book into, the custom GPG, like, knowledge base instead. Like, why, like, why doesn’t that work as well as this?

Because this is this will there’s a with this specific tool, it’s not, it’s not just chat chat DBT. This one you can use, Claude. You can use a a bunch of different, bots as well. So if you open this up, you have different options, and you can also pull API. So you’ll get different results from different ones.

One of the issues is with chat g p t, it may not accept because it’s copyright. Right? It as soon as it reads that like, if you put this into, perplexity, it won’t do it because it it’ll say it’s copyright.

Even though it’s my like, I’m not selling it. I’m not doing any wrong. I’m using it from my own knowledge. I’m not sharing it.

Right? So you this just allows you to to bypass. It’s not it’s more like a third party. That’s why I like it.

And more importantly, the different, you can use you’ll get different results on what you go with. Right? And you can also do your own custom, API, and you can actually get it to do stuff if you want it to as well. You can do this with chat GPT if you want.

It’s not gonna be I prefer this, as well because it it remembers it. It’s always there, and you can just kinda build on it. Right?

Yeah. That was close.

You mean, I think you can get this still, I think you I don’t know if this lifetime this was a lifetime deal, and it’s a steal if you can get it. You get, like, more than enough credits, and you’ll save a lot of cash.

And you got it on that too well?

Yeah. I don’t know if let me see if it’s still available. This is the best one I found.

This is amazing for research. Absolutely incredible for research. Here it is. Research anything with AI.

Now it’s off. If it if it comes back again, I’ll let you know, and I’ll let everyone know. But it’s it’s spot on. It’s, I love this.

This is, like, one of the best tools that I use.

Who doesn’t? Right? And you you can hook this up to Evernote and create your own knowledge base. Right?

All that stuff. All those little bits of information that you’ve always saved and you don’t know what you’re doing with it, you have instant access to it with AI. Right? And you can you can sorta have fun with it.

That was great. Yep. Pardon me?

I said that was great. Yeah.

It’s fun. Combative. It’s, it’s fun. I’m I’m gonna publish the book.

You guys can hold me that too. I’m gonna I’m gonna put the link on. I’m gonna publish the book on delegation in about two weeks, and I’ll add to the process as we go through in including the right like me.

And let’s see how it it goes. Right? There’s there’s a lot of books on there making a lot of money right now that are hundred percent written by AI.

So Mhmm.

Jess has a question.

So if you’re going back through and checking to verify that everything’s accurate, Shane, do you have, like, scope on that? Or, I don’t know. I I, again, hired a freelancer to help me out with, a talk I’m gonna be doing been doing using AI to kinda, I don’t know, just put something together. And I did pay and then, also, I hired the same freelancer when I was doing a competitor audit component of an email program audit.

Mhmm.

And and so I I just was curious if you had any suggestions about when you’re using AI but need to verify any tips, things like that? Because I found in the first like I said, the first time I did the g chat g p t competitor audit, it seemed very spot on when I went to verify on all the competitor sites or socials of what they were leading with messaging wise. Then I did it again on ChatGPT, and I literally asked it.

We’re making assumptions. Right? You’re not whatever.

And he goes, yes.

These are just industry, assumptions, whatever. And, and it was completely off from what each company was really leading with in their messaging, whatever. But, anyway, my point is is, like, I’ve realized the need for a lot of double checking and triple checking, And I was just wondering what your experience was with that with AI.

It it depends on the topic. Right? Like, if you’re talking data where, you know, actual numbers and stats, for sure. But, like, delegation, I’ve been doing it all my life. I’m basing it.

I’m asking AI to, because one of the concepts that’s useful is, like, make sure it’s timeless. Right? It’s it can it can be applied now or twenty years from now, and and I’m just using a proven framework on a business, so I don’t need to verify anything. Yeah.

If I was asking for statistics on delegation or along those lines, I would hundred percent verify it. Right? But if, you know, but it it depends on on what year you can ask. Can you can control it in the prompt.

So, k, we do use we do write stuff for for doctors. Okay? And we do JR, which is he’s twenty years old. He’s not a doctor.

He writes articles using AI on very medical like like, pro like, very medical content, prostate cancer, and he pulls stats. But what he does is he uses we we take, like, the prostate society, we take that database, and we tell AI to only use information from that database. So we’re controlling the source.

Okay. Right? And and if you do that, then it’s not it’s not making any assumptions. And you can in the the tool that I showed you, if you read those those prompts, like, I’m very specific in what I’m saying.

Right? It the the this is this is what I say for the for the book, and this this will give you an example. So I say, as a nonfiction coach, your job is to help students write useful nonfiction books by applying the strategies and tactics from the book, write useful books. The main focus is on is providing clear, actionable tactics for writing useful nonfiction books.

Please provide answers using only the language terms and strategies found and write useful books. When explaining concepts, use direct quotes or closely paraphrase the book’s content without adding information from other sources.

So you see I was very clear and specific about what I wanted it to do. Yep. As long as you you can like I said, like, we this is HIPAA. This passes HIPAA compliance.

Okay? So that’s a perfect example. We have the requirements for HIPAA. We give AI access to it.

We have, the dataset on prostate cancer from a reputable source. And any studies that are peer reviewed, we give access to that. And then we create prompts based off what I just said. And we have a twenty year old who has no medical experience writing detailed white papers about a medic that are then signed off by doctors.

Okay.

So it’s all you can do it. There’s two frames of thought, though. A lot of people say not to write a useful book or do stuff that you’re not familiar with. I don’t buy that stuff. I think you can learn anything. You just have to take time to learn it. I don’t I don’t subscribe to that.

But other people say only do what you know. Data always verify unless it’s your own dataset, but even verify anyways. Right? Like, we do we do social media posts where it’s, like, about health, health topics.

Right? Like, it’s it’s prostate awareness month, whatever it is, and then we’ll we’ll pull stats from a dataset. But but we these stats are from reputable sources. Right?

And you can control the your AI bot to pull from those sources.

Okay. So it’s all it’s all about data. It’s all about where it’s getting information from. Right? That’s what it is. But that’s why I love these tools because you can you can the trick is not to and we didn’t call it a trick.

Forget if you use ChatTPT or any of these tools, have your own knowledge base. Yeah. Create your own specialized knowledge base around a specific topic and train your bot on that to become an expert, and it will. Right? So I have a bot for Gene Schwartz. I literally have his book, and I’ve been using it. And now when I have a question, I ask Gene.

Right? And the dataset is his book. Who doesn’t right? It’s like having access to him. Right?

That’s all.

Thank you.

Pretty cool. Right?

Yeah.

I love it. We’re in a different world. Isn’t this crazy?

I have a question that, maybe should have been asked earlier.

But these books, are you using them just to sell, or is this a lead generation tool? And if so, how do you start thinking about what topics to cover in the lead generation tool?

Sure.

So there’s problem.

Yeah.

So, yeah, that’s the reason why. Right? You you you can definitely use it for a lead gen tool. Like, if you’re especially with those, you know, you’re going into, your specialization and your one thing, then let me share my screen. I’ll show you what I do. And, again, it’s all about AI is broadly defined, and I I include AI as different tools that you can use.

But here you can go, like, the delegation. And there’s tools that it’ll analyze. You’re on Amazon. There’s tools, Chrome tools that you can use, which will tell you the different, keywords that people are searching for that topic, and it ranks them by popularity. Right?

So you can, in this case, I would I would use it for lead gen. Like, it’s solving a specific problem. If I was if I owned a business website, I would possibly offer this as a lead magnet. Who knows?

Or you can launch it on this to build your credibility. Right? And now you’re a published author. Depends what it is.

Some people do make a lot of money. There’s there’s, there’s millionaire this guy right here, Chat GPT millionaire.

Where is it on this? He makes about I think it was, like, five k a month.

And it’s, and it’s a hundred percent written by AI. Right? So there is money to be made. It just depends on what you want to you wanna do. I don’t I’m just doing it for fun. I if I make money, great.

We’ll see how it goes. But I am there is demand for it, hundred percent, and I’ll probably make some money. We’ll see. I’ll share everything with you guys. What do you wanna write your book for? Is it what are you thinking?

Well, I’ve gone on a several podcast lately, and I keep getting asked about about creating buyer personas that work, because for a lot of tech companies just really struggle to come up with a clear picture of who it is that they’re targeting.

Okay. Yeah.

That’s true.

Not something that I necessarily thought would be popular, but a lot of my, a lot of podcasts that I’m going on are demand gen managers. They’re talking about ABM or, PPC, and, those are also my target customers. So Okay.

I thought that would be sort of an interesting middle ground because it’s clearly something popular. And, also, it is not really a service that I offer, but it would be sort of a gateway into a service that I offer. Meaning, like Okay. Creating and optimizing landing pages.

Yeah. Hundred percent. So there’s a lot, like so you wanna I think it’s Gene Schwartz. Like, he talks about, you know, it’s all about demand.

Right? Like, you you wanna anything you do, you make sure that there’s a a need or a want. Like, I’m using my own words, but there’s tons. Right?

So I what I would do is, you know, you look at Amazon and you can see other people have written books. I would purchase those books, download them. I would analyze the reviews. I would actually upload all these reviews inside of ChatTBT, and I would create a dataset.

And I would I’ve from those reviews, I would have it summarized. I would I would PDF I would create a PDF of this. Probably do it now if you wanted to. And then just upload it to, the tool that I have to analyze it.

Then you then I would use, like, SEMrush, to look at keyword data and different things. Like, this is also this is buyer personas.

This is great for volume, but look at this. This is a table of contents in your book. Right? Is it this this is telling you how to outline your book based off real data.

So there there’s a massive need, a hundred percent. I would go a layer deeper, and I I would go, like, forget buyer persona. Like, pick a specific, you know, what are they trying to do with the persona? I would dig deeper on that.

Mhmm. Like, here’s a chapter, buyer persona, and example. These are lead magnets. Hundred percent.

And then I my my brand is called Story Logic, and so I was gonna tie it into different story elements, like how what is the villain in the buyer persona? What is the assistant?

What is Story brands does that plot line.

Have you heard of My Story Brand?

So they do great. Demo solution? Oh, different.

No. I’ll show you here. So, here it is.

Create an account and, it’s it’s hero’s journey, basically, but it’s well done.

So they they take the hero’s journey, you know, Star Wars, Jaws, all those books. And, basically, what they do is they they do exactly what you’re talking about. So this and in the end, you can print this, but it follows the the here the it’s a version of the hero’s journey, basically. Right? And it’s a character who starts the problem, meets a guide, gives them a plan. And then what they do is they take this and they they align this to, story brand.

But the thing is that these are oftentimes not something that tech companies are looking at.

Shit. Are you sure? Really?

I I feel like a lot of the because I work with tech companies that are very, very technical, and very complicated. And so they struggle to understand how to take these concepts and apply it to technology because it feels very consumer ish for them. It feels very, it it feels too b to c. That’s the sort of feedback that I get there. They’re not thinking in that sense.

You wanna know a lot more about features and Benefits.

And different target demographics, and they’re thinking about campaigns and keywords. And it’s just this kind of language is they even if they’ve heard of it, they don’t know how to adapt it to their, to their use case.

So we I can tell you what I know works and what we do is you can take especially for that, like, if what they’re really saying is they they wanna better understand their their, their audience so they can they can make more money. Right? They wanna they wanna get in the mind, essentially. So you can if you look at this, and this is the angle that StoryBrand does, is this right here is actually a sales page.

It just it’s it’s aligned differently. It’s left to right. But if you stack these, it’s a sales page. So if you look at the the templates that they have, these are the different templates, and we sell these.

This is if you if you look at this, it’s it’s a story.

Right? And that’s the sell. And you could they spin this for b to c, but you could easily spin that for for for b to b or or tech, whoever you wanted to target.

You could use the hero’s journey and just stack it so it tells a great story from start to finish. And then that’s that’s this does that make sense? Like, this overlay on top of that?

Yeah. Yeah. I get it. I I think it’s great. It’s just I don’t see that many people doing this for a very technical enterprise level b to b item.

But why? I don’t understand. I know. That’s interesting. Why wouldn’t it?

I don’t know why. Because, I mean, like, I I think that a lot of a lot of people in these fields are and people in upper management are typically engineers, and so they tend to be very, very technical.

And they’re not thinking in a creative storytelling kind of way. They’re thinking about the product, and they’re thinking about getting the product out the door as quickly as possible. And then I also think that, a lot of times, the marketing leaders are or the successful marketing leaders are more involved in campaign management. So they’re thinking about bids, and they’re thinking about keywords and platforms and ABM and different strategies like that, and the sort of storytelling layer comes in later, it’s not the top priority.

But it should. Hasn’t Yeah.

I I agree. I agree. I’m just trying to explain. I especially, I most of the clients that I work with are Israeli, and Israelis are known for being extremely practical, extremely, just pragmatic. They wanna get things out the door. They wanna start campaigns. They wanna launch things, and the strategic element of things sort of falls to the wayside.

So Yeah.

Because it if they’re logical, then they would see, like, it’s it all starts with with keyword. Like, the keyword data on Google is basically the mind. It’s it’s understanding what people are searching for, and you use that to feed your campaign, your AdWords. Like, we make a lot of money with Google Ads.

It starts with keywords. I can tell instantly by looking at a keyword where they’re at the buyers or any stages of awareness, whatever it is. Right? Like, that’s that’s this that would be a pretty easy sell.

I don’t know. That’s weird. I’ve heard that. Maybe maybe I’m just in my own world.

I don’t know.

It’s not it’s not just Israeli I mean, this is this is what I hear. This is what the podcast hosts are asking me. Anyway, I appreciate the answer. I do have to jump.

Yeah. But yeah. Thank you.

Sounds like an opportunity, though. If you if they don’t if they don’t know it, then and it’s like it’s such a no brainer, like, it sounds like you could sell them pretty quick.

Yeah. I mean, I I don’t know if it’s something they don’t know or if it’s something that’s hard for them to flush out and hard to actually execute.

It’s too theoretical.

Well, how are they creating ads, though, if they don’t understand how how are you writing an ad if you don’t understand who you’re writing ad for?

Not not that well.

Well, you can. It’s impossible. It it it sounds like they just need to be informed. Like, it’s like, that’s an opportunity to create a process.

Right? Like, it’s a system that will help them achieve the the outcome they want, which is just that’s what I would do. Anyway, that’s why it’s so weird. I never heard that before.

Yeah.

Each is on.

Thanks, Shane.

Yeah. No worries.

Yeah. Thanks so much.

Any other, questions?

Have fun, everybody. I’ll I’ll share this as well. And I said, give me feedback on my book because it’s I’m gonna publish it. Give me two weeks and see how it goes. Hopefully, I get some good reviews.

And Yeah.

We’re looking forward to seeing it.

Alright.

Thanks so much. Okay.

GPTs Actions and VoC Fun

GPTs Actions and VoC Fun

Transcript

So today, we’re going to, we’re gonna cover a few things. We’re gonna talk about first, I’m gonna answer your questions. There’s a a few people in the select channel to have some questions about, using the knowledge base and, creating prompts.

The most cost effective strategy to to use GPT and the tool that we recommend, I’m gonna go over that as well.

Then we’re gonna cover understanding prompts, the basics, Incorporating your knowledge base, I know there was some questions on that as well. You’re getting a lot of errors and whatnot when trying to upload your knowledge base. Then how to create actions, the different types of actions we can create and the different tools that you can create as well. And then we’re gonna end it off with some fun with, VOC research and how you can, quickly uncover the, those sticky messages and then use all that through the, conversion copywriting process. And if there’s any questions, just feel to jump in, that’s kinda what we did last time as well. A lot of this will be over the shoulder.

As well. So just, yeah, don’t hesitate. So first thing I wanted to cover is the So Katie, I had a question about, paying for pro and you’re working with your your VA right now. So, the tool that I recommend that you purchase is it’s called TeamGPT.

It just so happens now that there’s a lifetime deal on appsumo. So jump in and get if you can.

The advantage to this, and I’ll show you how I use it.

I’ll do it under here.

Think it’s under, nope, options.

Do do all bot research here it is.

There you go. So this is the sort of insider look on how it works.

The great thing is you can store all your prompts and you can work with your your VA. But more importantly, you can have a share folder, and then you can jump in and you can actually comment on the different outputs.

The great thing about this is that you can actually decide which model you’re gonna use, you can you can choose, the most cost effective that you wanna go with when you’re creating prompts or testing and whatnot, is gonna be your three point five turbo sixteen k. That’s what you wanna start with.

The, if you wanna get into more advanced stuff where if you wanna use code igniter, then you’re gonna have to use the the GP four turbo. But for most of the stuff, especially for your your prompt, testing and whatnot, you can stick with the the turbo. So this is an amazing tool. We use it extensively for our team You can you can create a team library of prompts, different things that you can do with it.

You can create your own personal library. And like I said, you can do some pretty cool stuff with it. I’ll get into this later. There’s actually something you can do instead of creating your own knowledge base where you can link to a website.

In this case, we’ll use a a Google sheet that’s been set to, edit, and then it’ll analyze the Google sheet and then you can have it pull data from that that you can use in your, copywriting as well. So, yeah, definitely the tool that I recommend, is this one, and you wanna grab it as fast as you can because I’m not sure how much longer it’s gonna last, but it is on app sooner right now for the, the lifetime.

The next one is, so creating your knowledge base and also how to use the the API assistant. Chris, I know you wanted to cover something on, prompt engineering. Was there a specific something that you wanted to cover on this?

No. It was mostly how to create prompts in the, In the what was it called? The the playground thing? Because I remember that you Sure. You used to create prompts in the playground and pay used to them in the GPTs. So, yeah, I was wondering, like, what makes the the playground so much better than the the normal prompting in CHA GPT?

Okay. It’s just the, okay, so here’s the playground here.

I can show you the process that I use for, for prompting.

Basically, it’s the there’s two things under this. There’s the chat This is just your typical, you you start with your what you want to happen under the instructions. You return your your the user and then you have the output here. I’ll show you the document that I use.

It didn’t come up, but let me open this up.

Bear with me.

And then there’s also, of course, the assistance. Now the main difference between these is that if you go with the assistance, you have access, access to code interpreter, and then also you can use your, custom, knowledge base. You do have to use the the GPT for the preview. If you go to the turbo, you’re gonna notice that you still have access to code interpreter, but you can’t you don’t have access to any files.

So that’s the main difference between you can use both, to create prompts. There’s no, There’s no difference between the two. I can show you the process. I actually use it in my case, a template when I create prompts.

I’m just gonna open it up right now.

And and and also, like, the the difference between, like, programming, system API and programming a GPT like, why are assistance API apart from the ability to use the actual API and stuff in the background, but what makes the, I don’t know, the customizability of the of the, yeah, building the GPT in assistance better than the GPT.

Okay. It’s all about, okay. We’ll get to that too. So this is the the the approach that I take for prompting, and it just and I can share this with everyone as well. But essentially, it’s just, you start, and this is an example when you start with your your basic prompt, And so, and then you have your output that you’re trying to achieve. That’s what I do, and then I just build on that in initial steps.

Until I get the input that I want, and then I’ll save that as a prompt inside of the the tool that I’m using. In this in this case, it would be team GPT.

You’ll get the same output if you if you use them. Like, you’re gonna get the same output, in this say versus the actually, no. This this is this is used as their, their chat PPT, language model. This it doesn’t it’s actually, I’m not too sure.

I’ll have to I don’t know if it uses that language model, but this one you can, have access code interpreter. Those are the main differences between the two. For testing prompts, I just use this. I use the the the chat for testing functionality.

And using Zapier or, if I’m gonna, you know, use, a schema markup or API, then I would use this one.

Does that answer your question?

Yeah. Yeah. Yeah. So it’s two two different functions. Basically like that.

Two different functions. Use this if you wanna, if you wanna access or if you wanna incorporate functions or if you wanna use a code code interpreter. That’s the major thing on this one. And then if you’re just looking for your basic prompts, just use playground because you don’t have access to, quote interpret or anything.

Yes. And and in general, you use these instead of the normal prompting and GPT in chat GPT because these are more flexible. Right?

It it depends. Like, it’s I’m having a lot of fun with with team GPT right now.

Yeah, it just really depends. Like, it’s not if, if I’m using functions or I wanna I wanna practice some automation or I wanna look at a large data set, then I have to use I have to use the playground because of because of the knowledge base, and you have more access to, you can add more files or create a larger knowledge base in this than you can with the GPTs. Right? So you have to use this if you wanna get into large files. But there are tons of limitations to this. Like, especially with the knowledge based limitations, like, you’ll you’re gonna notice there’s some people are are saying that it’s timing out.

People are noticing now that file sizes, especially for the knowledge base, anything over two hundred fifty MB, it’s really starting to struggle.

And it’s also not, it’s, its usage is dependent on your computer’s processing speed. As well. So it’s really not designed. Like, code interpreter is not designed for large, super large data sets. It’s it’s more for smaller data sets, you know, go in, do some quick analyzing. But beyond that, it’s people are noticing they’re they’re having a lot of problems right now. So that’s the and we’re you’re noticing people are seeing a lot of errors as well, and that’s the cause of it.

I had so many errors trying to to use the the GPT four. I just gave up, and then I went with the, the playground. I do have some, If you do get an error message and I’ll share the prompts with you as well, there are certain, things you can say before. Like, you can tell it to ignore the actual errors.

And then there’s a prompt that I have as well that when it made errors, I had it tell me the error that I made and then recommend how it can avoid that error in the future. So you just put that before your prompt when you’re uploading your knowledge base and it’ll fix itself beforehand.

Yeah. Yeah. As well.

In in the in the playground, do you also play with the temperature and all that stuff or or no?

Yeah. The the only thing I play with on in the, in the playground is the for temperature. I don’t wanna close all this as well.

Is I just set it to the main one here is main one that I do is temperature.

For me, it’s just factual. Like, if it’s like more FAQ or if I’m using it for, like, pulling an exact wording, I’d put it closer to zero. It just allows more, like, creative if you put it for higher dose. So I look at it as more factual. I put it all the way down, and it it’ll produce pretty exactly what I want in a sense.

Good question for you, Peter.

I was gonna ask, Shane, I’m noticing that where I had four in open AI, I’m have it drop down to three point five again. Do you know why that would be?

In in playground or which tool?

Yeah. Yeah. Open AI.

Oh, enter which one under assistance or or chat I I thought if you had four in all of them. I guess it would be helpful to show people what they know they have, like, just in what the I I’m still unclear about the different levels of, like, three point five k and Oh, okay.

You can. Here is the so here if you choose if you’re just going for prompt. You can choose your model here.

Yeah. Okay. So you have so the this one right here is what you can use for ninety percent of stuff as your is your, GPT three point five turbo. That’s the most cost effective. And it’s, like, the cost is maybe, you know, you can summarize a hundred word email for maybe four cents. It’s dirt cheap.

If you wanna get into more advanced stuff or if you wanna use code igniter, you have to use GP GBT four preview. This is the latest model that the kid they came out with, and that allows you to, and that this is more advanced. You can use it in the playground as well. But if you use assistance and you wanna get into function calling and you wanna create your own database, then you have to use, g p t four. You can use g p t three, turbo here.

It’s not a problem, but you won’t be able to use the, all of the functions with it. Does that answer your question?

Yeah.

And I think it was probably for people who don’t have or are getting into opening your eye. Like, you don’t start automatically with the four, though. You have to be able to get access to it. Right?

I’ve I don’t know. Is that is that the I had access to it right away. So unless that Yeah. They might maybe they changed it. But, yeah, I had access right away.

Well, maybe the I’d be curious if people know what they have.

Yeah. I actually see that.

You should have access to it. This this was recent recently. I know that a lot of the tools that I use, this just peered, especially under the the team, GPT. So check that out. But I only use this for, like, like, I don’t use this very often. If I do, I it’s it’s more tweaking stuff for the final output, like most of the stuff you can get away with with three point five.

Yeah. I think now the GPT plus, it’s closed. So there’s a wait list.

Yeah. They’re Sure. Yeah.

As well. Yeah. And then when they come out with new pricing models as well, like, it’ll a lot of things are gonna change.

Okay. So let’s talk. Yeah. Sorry. Go ahead.

Just to just do it quick. With the, the differences one of the differences between three point five, seven, sixteen k, Turbo eleven o six, just straight turbo. Is that what’s the do you know what the difference is between those options?

This like, the the the technical speak, no. All I know is that it’s, the latest model is is this one. It just improvements every every time. The those are different iterations.

This is the latest one to use for, the three point five, and this is the latest one for the GPT four.

Stick to these two and you don’t I don’t even know what the other I don’t pay attention to them. This one here, like, g b t four, is the, is is the model before the the GPU four eleven o six preview, but it’s more expensive, but it doesn’t have the same It has less functionality, but it’s more expensive.

So they’re probably figuring stuff out as as they go as well and different people use it. I know developers to complain. GPT four was just too expensive, so they released GPT four, preview as well. And then it it all boils down to the functionality, right, what you have access to.

Do you wanna create your own database? You have to use a certain model. But most of the time, just stick to this one. Your eleven o six.

So does that answer your question?

Yeah. Yeah. It does. Thank you.

Okay?

So next thing is action. So actions, the the whole thing with the the GPTs and and OpenAI’s playground is, you know, a lot of promises were made, and you can do some pretty cool stuff with it.

You’re looking at the following tools that are are coming out. One, you can use Zapier for your, your actions. That’s for your GPT itself.

There’s another one called Pabley Connect, which is Zapier, but you can grab a lifetime deal, and I’ll I’ll show you that as well. There’s make, which I actually set up an automation to show you how you can incorporate that with GPT and then connect it to your blog, and then there’s relevance as well. So we’ll cover actions right now.

First, I’ll show you sort of a walk through of an action.

This right here is a a patient survey. The this is giving you an idea on how you how you can connect everything, and you can sort of automate a lot of your your copywriting process. So here’s a quick WordPress survey. We send the patients, just ask the patient some questions, you know, what’s the problem, what’s the frustration, what’s the solution, click submit, Now what’ll happen is when you click submit, it’ll go through the system, and it’ll use make And here’s really the process that’s following that we’re using we just use a webhook.

I just sent the data to, to open AI. And in here, there’s a prompt, which I’m instructing open AI to take that survey and, to rewrite it, for, testimonial from my website using the copywriting formula problem frustration solution.

So, once it’s done, then I’m instructing Open AI or g p t. I’m using, I think it’s the three point five for this, then I’m instructing it to update my WordPress website.

Okay? So that’s just an example of what you can automate. You can start connecting things.

If you go here, it should have posted by now. And I it takes about ten seconds. So that just posted and then it’s taken that. And then, of course, it’s posted to the site, and it’s it’s I had it bold the exact words of what I wrote just to show that it’s pulling that in. So that’s an example of what you can do or how you can use it to really automate, to automate things. The the GPTs that they’re talking about, in the back end, the let me open this up right now.

Here the the GPTs where you’re getting into the create an action.

As of right now, you have to have some some, knowledge in order to use this, or there’s another option as well. This is called relevance.

And essentially what these are are, it’s API and then schema markup that you can download, and then you can so you can copy and paste it and put it inside of your your custom GPT here.

And, essentially, if you you look at it, they give a bit of a video here, on how it works.

So you you’ll click configure, create your action, and then here is where you’re gonna paste the schema that that they provide under under here, and then that’s gonna allow it to to do some type of function. But you can see it’s pretty there’s no way I I can’t even do that. Like, the developers are I hand it off to my developers and they they figure it out.

To to solve that, they’re coming out with tools like this where in theory, it’s like you you can try the template you can copy and paste the schema and put it into your your GPT to create that function.

The other option And if you don’t wanna go that route is to use Zapier, where you can, you can import Zapier. I showed that before. And Zapier does have direct integration with your your GPT four. The other option is to use what I just showed you, which is your your Pably connect or your your make, and then you can still do that automation that I’d that I just walked you through It’s not direct integration. It’s like you’re you’re still using a form of Zapier.

If you do go this route, make is a really good one, and, Pavli Connect is another as well. They do have lifetime access on this as well. They have some pretty good deals. So snag that if you can.

Do you have a bad question?

Pardon me?

Do you have a preference for one or the other, make, or public?

Make for, like, make its, relevance. Forget it. Like, it’s just too complicated right now. They’re they’re struggling right now with you know, the whole point of GPTs is that it’s supposed to be user friendly, create your own custom, but that’s pretty advanced. Like, there’s not so you’re seeing these new new tools come out that are trying to solve it. But it’s still, like, this this is pretty it’s it’s they haven’t quite yet.

My preference is either Pably or, make one of the two. Probably because it’s free, what, basically, if you get your lifetime deal and you can do a lot of cool stuff, user friendly is is is a make by far. That’s, you know, to build stuff, you can do it pretty quick and you can automate quite a few things.

Little more expensive though, obviously. Right? But the the main point yep. Part of me?

Well, if I’m using ZPR elsewhere in my business, could I replace that with make?

Yeah. It’s a zapier it’s the same thing. There’s no difference, right, between the the only the only advantage for zapier is that it has direct integration with the the GPTs.

You can do it at this level. You just insert some code. It’s like one one snippet and it’ll actually pull in all the the API calls. That’s the only difference. Then you can also use it just like Pably does as well. But it’s the same the the same thing. There’s no difference.

You can achieve what I just showed you guys whether you use make, whether you use Zapier or you use Pably. It doesn’t matter. Test it out.

Does the does the probably one time deal have pretty much anything, like, like, unlimited stuff or is it limited to requests?

No. It’s limited there. It’s unlimited. It’s, have the, I can, I’ll actually get anyone who wants to jump in and try it. I’ll give you access to my account, and you can have use it as much as you want. It’s it’s really is, like, they’re pretty cool stuff too. Like, you can see, they you can use AI to hear, like, g look at your reviews in rewrite them and post them, like, you can do some pretty advanced stuff.

Yeah. I’m thinking about replacing Zapier if I can get this for like, so that I can stop paying Zapier every month. And but also, it’s interesting I’m seeing in mine. I see three hours left and yours with one hour.

Yeah. It’s a this is, like, you get it’s one time payment, but like I said, I’ll I’ll I’ll give you access to my account. You can jump in and try stuff.

It’s the same. You can do the exact same thing with Zapier, but it just it’s lifetime. Right? You can save some cash.

Cool. It does it does this is actually probably a bit more advanced than Zapier. Like, there’s some stuff you can do. I’m just like, wow.

As far as number of integrations, do you think that it’s basically covers everything that Zapier has?

You’re gonna you’re gonna get the same thing or as API calls. The o the only advantage that Zapier has right now is a direct integration with, the but it’s sections.

Like, I tried it in terms.

Yeah.

Yeah. It has to improve every time.

Yeah. You got it. So that’s that’s the main difference between the two. Cool. Yeah, check it out.

Pappabbly is really good. Like, it’s starting to get a lot of traction, especially at all the the tools coming out of appsumo or, like, it’s they’re all integrating now because it’s it’s an up and coming and then just have a look at the videos and see what it does. You can do anything with You you can. I think it was Kate.

You asked you asked if you can create a spit draft with it. You can. You can actually import your survey data into OpenAI, use a prompt and then have it create a PDF document and create a spit draft that you can send to your client for approval. So you can do all that with Pabley quite a quite a bit.

You mean, sorry. I have to jump off after this. So can you just so it would be survey to open AI to a prompt, and then that would send the input to a Google doc.

Which informs my spit draft.

Yeah. You you can so what you can do is I I actually have it here as well. So under the VOC, you can instruct OpenAI.

Is if you’re using code interpreter is you can say produce, a a download a a word document that I can download, create a file. And it’ll create that for you that you can download as well. So you can do that with code interpreter. You can also do it you can ask it to produce a PDF file, and you can also ask it to do a text file.

You would just put it in the in the prompt itself, and then you would do that at, when you’re creating your actual that’s under the prompt here. Is you you would put out the end, create a, you know, make the I final output in a PDF file that I can download. It’ll give you the link.

Okay. Fantastic. And can we get access to, like, this prompt of yours?

Yeah. Of course. If I’ll give you access to, Absolutely. Give you access to the prompt.

I can if you want to help creating a prompt, then let me know what you want to create. And I’ll I’ll send it to my team and we can create it for you as well. We can jump on a call, of course. You need help.

If you need help, if you wanna learn how to do this, like, all you can work with, VIT. He’s one of the developers on that. He knows probably a lot of this better than I do. If you need help figuring stuff out or troubleshooting, let me know.

Alright. Thanks so much, Shane.

I’m gonna catch the best on the replay.

Yeah. No problem.

So any questions before we move on to some, some VOC fund to have some, that I can answer?

Yeah. I would love to do if we, you know, because I’m thinking probably as well.

If we got probably and then we had an over the shoulder video where we step by step, some, like, set something up, Sure.

Because I saw I’ll be honest when it comes to the integration, that’s where I’m finding the sometimes the steps of it are where you don’t know what to click. And maybe it’s easier on the other side for people, but I find this is exactly what my mind has to see it step by step.

Okay.

If, and specific, it’d be any, I’ll I’ll post in Slack, but any, specific actions or something, like, just put and then we can cover it. I can I can work with my team and we can we can set it up and and show you, but this is an insider? Look, these are all the different integrations, like choose the app. So let’s say you have active campaign, here, then, your next action is, you know, you can choose open ai here. Let me put, there you go.

And then it’s it’s yeah. It’s that simple. And then the beauty of it is is, like, the the whole thing about this is, like, pitcher OpenAI when when you choose this option, this is you still need to create your prompt. So what you’re doing is you’re sending this data to OpenAI, and then you’re using the prompt inside of this to instruct OpenAI what to do. And then you’re using another trigger Like, you get this is endless. You can keep on going, you know, post to this, post to that.

People are doing some pretty crazy stuff. And if you can do some pretty advanced stuff like API integration, right, as well, stuff that’s like it, so you can get pretty creative with this.

It’d be really fun to do some use cases that would support us as a group and then say, like, these are the five things you have to be doing as automation or you’re just killing yourself. Otherwise.

Yeah. Like, do it posts, automations that everyone wants to see. That would be helpful. And then We’ll build them out and share them with everyone. I’m happy to do that. Absolutely.

Yeah. Perfect.

So Okay. Let’s let’s, any questions on on, on this right now?

No. Okay. We’ll move on to, Vock research. Let’s have, let’s have some fun on this. Now, there’s different things that you can you can do, with this. And I’ll I’ll start with, team GPT and show you some examples.

Here’s the dataset that we’re gonna use. Now when you’re creating your dataset or knowledge base, you really want to one of the tricks is to, especially when you’re doing your customer surveys, is to be very specific or tell a story or line them up. Okay. So when we had this is actual data that we collected, and the way we structured it is we asked them what the problem was, then we we ask them how does that, make you feel the frustration we agitated it. And then, of course, we we ask the solution or outcome they want, and then we ask them to address any fears or concerns that, you know, holding them back from moving forward. So we align that survey, really, to a copywriting formula. And by doing that, you’re you’re getting a nice knowledge base that AI can work with because it’s all about patterns.

Once you have this data set, you can do some pretty cool stuff with it, and I’ll start with, what you wanna start with here from my state solution. Okay.

So the great thing about, I mentioned before with, with this is that, if you’re using a normal playground, you do have to upload your your knowledge base here. This is kinda wonky when you’re playing with it. The great thing about team GPT is that you you can insert the link directly. So if I copy here, as long as your your share access as long as it’s edit, then what you can do is you can put it inside, and you can paste it here.

And then you have your saved prompts here. So I’ll just go into let’s do this problem acetate solution fear, and I gotta paste this in.

So what this is doing, and I’ll share these with everyone as well is, it’s I’m asking it to examine the customer service survey data I’m asking it to, create a one reader, and I want it to organize that one reader by problem agitate solution in fear. And the ultimate goal is I’m gonna take this, and how we would use it is I would use OpenAI to push this into active campaign or CRM. So when the salesperson sits down with the, the patient that did do a consultation.

They would literally have in front of them the problem that they’re trying to solve, how it makes them feel, the solution they’re after, the outcome they want, and then the exact hesitations and concerns to address you can see how it’s pretty powerful.

So you paste that in, and what it’s gonna do right now is let me open this up.

Analyzing so the crown watcher So I know this guy’s his crown is thinning. It affects every aspect of his life.

His main goal is that, is to have enough transplanted in the crown. So his concern is scarring. So you know, we know exactly what to what to pitch. We would save this to a PDF, upload it, or import it to active campaign. This one is the he’s front line conscious.

So here’s his problem, temporal peaks. This is how it makes him feel. That’s frustration. This is the solutions he’s after.

And, of course, the here’s the fear, very few, identity seekers. So you can see how this is pretty powerful. As well. That that’s what I love about TeamGP is, you can paste the the survey data in.

Because like I said, it’s really wonky. I don’t know if you’ve had if you’ve tried that, Chris, on your end, but it’s it doesn’t always read, the dataset. So I find it It’s super helpful. We’ll do another one would be, to take the survey data here.

And what I wanted to do is Sorry.

Just These are folders. Remind us what we’re seeing because, I used to work in a different one, not this one.

Yep. Sure.

So this on the far left is my so these these right here are shared.

So I share all these with my team.

So if if I produce anything in here that I’m researching, then everyone on my team can see them, and we use these to to communicate back and forth. So you would use shared if you’re working with a VA.

Personal is just I I rarely use it, but I just put it in here. It just means that only you can see them. And if you’re gonna use these, you know, your you use it for reasons or whatever it is, that’s where you put them under here.

And remind me this is your this is your previous chats.

Yeah. You got it. The these are just Yeah. You got it. These these are just previous chats that I would bookmark these and then I would use these moving forward.

Here’s your prompts to your so this is where I saved the prompt. So I would open up the the the chat. So first thing I would do is, obviously, is, you go when you copy the URL. Okay?

And go to the web browsing, and then I would save the, zoom, zoom always gets in the way on that.

Then I would find the prompt that I wanna use. In this case, it’s the problem agitate. Here is is where I save all the prompts. This is our team library. And then you can click play and it’ll insert the prompt for you. And now what it’s doing is here’s the prompt, and then this is instructing it to analyze this survey, and that’s that’s exactly what it’ll do.

Now the beauty of this is that in the prompt, it it’s actually highlighting the, it’s it’s doing an analysis and it’s looking for frequency and it’s basing It’s looking at all the problems and it’s it’s basing that off of frequency the most, the problems that affect patients the most. It’s pretty accurate.

Now this is also the, the direct quotes from the, the patients as well that it’s pulling from the survey data. So it’s pretty cool.

Do you get your question?

Yeah. That’s helpful. And I I’d love to see the prompts because I feel like half the work can go into specifically for past, you know, and and even, I would say AIDA, you know, like all the like, it would be great to have some good prompts that you know. I’ve been tested, battle tested.

Yeah. These these are valid. Like, and I’m not I don’t wanna pretend that, oh, you just whip these together quickly. Like, these are, like, this is like hundreds of iterations and it’s it’s very it’s being very specific.

We don’t I don’t have a problem with hallucinations now because it’s very specific and, like, pull these exact quotes, but to get to this was a nightmare, even with with the d b t four. But these are these are solid. They’re consistent.

These will pull the exact quotes from your, from your survey data.

I’ll share it. Absolutely.

I’ll show Oh, that’d be great.

I feel like that’s half the battle these days, to be honest, is the work you can get lost in a chat session for hours. And still be doing the work to get the work that you need.

It is. Yeah. And it’s the it’s all about prompt too. Right? Like, it just it’s it’s getting to that point and just under that’s what I love about this though because and we’ll have some fun with with copywriting formulas.

Like, one of the big things on this is when you do your survey or your knowledge base or your your review mining take your reviews or your data or your customer surveys and align them with some type of framework. Whether it’s a story brand framework or problem agitate solution or another copywriting formula or ADA, align the questions in your survey to that formula because, AI is really gonna respond to that because it recognizes pro patterns the beauty of that when you do that is it makes everything else so much easier and a lot more fun. So let’s take problem match state solution analysis.

Okay? What I wanted to do is I wanna analyze it to customer service survey data and I want it to tell me the the the most common problems the most common, agitations, how it makes people feel, and then hesitations as well, and then, of course, the solutions as well. Now this is powerful because, I would actually take hesitations and I would have it analyze, like, the thousands of results and I would have it come back and say, what is the what are the top ten questions that people have, you know, that’s preventing them from moving forward and then I would create an FAQ site on the blog, to address those specific hesitations based off that survey data.

So that’s pretty that’s how you can use it to be strategic.

We’ll go into the this one is a fun one. So what I what I asked it to do is there’s certain we talked about this before where there’s certain, words or phrases that imply, either a problem or frustration.

So that is implies a benefit. I just want as the outcome I’m tired of is the problem. There’s these type of phrases that you can you can identify inside of your customer survey data, and I’ll I’ll share the prompt with that. And what it’ll do is it’ll look at all of the data here Okay?

It’ll organize everything by frequency and then what it presents to you is actually gonna be copywriting formulas that you can use, and then you can start creating spit drafts from this. You can use your your you can use this for Google ads. You can use this for for, your social media posting. But the beauty of it is if you look at this pattern, this starts with telling a great story, okay, then the prompts go in and it it it uses the same framework of a great story.

Now you’re incorporating VOC and then you’re applying more formulas on top of that to tell a great story. Everything is connected, and it’s pretty powerful stuff when you start having a lot of fun with you. You can do with it. Right?

I’ll paste this in right now. Let me just show you.

So let’s pop this in and this is the, which one is this, the tired of, just want so that. So this will look at all my information, all the surveys it’ll look for references of in this case, it’s actually it’s it’s smart now. It doesn’t just look for tired of. It understands that I’m I’m looking for frustrations. And it understands that I’m looking for goals so that it there’s using these as sort of like to get ideas from.

Let me paste this in.

Let me and here’s the the prompt, analyze the the, the data we’re looking for exact phrases Again, it’s gonna pull exact phrases from the customers, and then you’re just you’re explaining exactly the format that you wanna use The great thing about this is you can customize this is if you want as well. You can use different frameworks. Well, let’s see what it comes up with.

And you could have a lot of fun with this with your, your AB testing. Right? Now now you’re using your survey is following a story framework and proven formulas that you’re now using to create VOC, that you’re now using to create copy, which you’re now using on your Google ads, and you’re targeting specific one readers, so it’s all connected. Like, it’s super powerful. Right? Talk about conversions.

And it it it does a great job of, like, aligning stuff up. Right? Like, I can read this right now. He’s tired of the comb over style on his crown. You know, there’s not enough a hair transplant in the crown, he no longer wants it to conceal it with nano fibers. It looks barely thin or not at all. So what’s cool is, like, if you look at the ad, it’s probably gonna mention this and then align it up, right, when it gets to Google ads.

The fullness yeah. Right here. It’s like tired of hiding your crown, get a hair transplant ditches the needs for concealers, enjoy natural sunlight. So, like, that’s how you can get into some pretty cool stuff Right? Like, this ad is laser focused on this specific problem from this survey data using the exact words of the customer. So you can say, oh, you can start connecting things. That’s pretty powerful.

What was the knowledge base that it used to create the art?

The what you’re looking at right now, you guys can see the screen.

Yeah. This is actual survey data from customers or patients. There’s thousands of of survey results here.

What’s the expertise knowledge base that it’s using like a book or, like, what what are you feeding to or is that just in the problem?

This this this right here. So this so what we did was we we sent a survey to all of our our patience and new leads, and we ask them those three questions.

What problem are you trying to solve? How does the problem make you feel?

What solution or result are you looking for and and what would prevent you from moving forward?

That’s all you need to know. And then we use these as avatars to to now we know the specific problem, the sales team creates avatars using it, and then and then this is the database. So when I’m copying and pasting this, in here that you see this link, that’s where it’s getting me in. It’s literally analyzing all of this, and it’s it’s telling. So I could paste it in and do another prompt if if I did this.

Let me just How are you teaching it to write good ads?

Is that just in the prompt itself?

Or The ads is the the proven copywriting formula.

Right? So that’s that’s the that’s the the key on this. Right? That’s the trick. If you you’re just you’re tired of, I just want so that is problematic state solution. Right? You’re you’re you’re you’re kind of like simplify AI loves this stuff because it loves formulas and patterns.

Right? And if you look at this, like, I could turn this easily into a testimonial.

That’s what I did. It’s perfectly aligned. Right? Like just, hey, are you seeing a headline?

Are you seeing, your hair is mostly thinning on front? You notice that it your density is starting to diminish. You know, I I get it. You’re self conscious about your hairline.

You want a more denser hairline.

Right? But you’re you just, like, you see how easily you can you can come up with some great stuff with that. That’s really and it’s all based off actual the beauty of it is these are actual customers. Right?

So you can see how this stuff works. Like, I’ll do I’ll do a, a session on Google ads, how we, we use this to crush the competition on this stuff. And it’s all using we have real data on this. That that is based off of CRM data.

That I can we can prove this stuff is it works like magic. I think someone had a question on that too from Story Brand. If there was data that we could show that using VOC, Yeah. Quite a bit.

This is your secret sauce. And it’s and it’s and if you’re playing with AI, that’s the trick.

Start with your conversion copywriting processes, and there’s a whole what I use is this one, copy hackers, I use Joe’s. Right?

She has a great article on it right here. These are the guides. There’s two hundred of them. You can have so much fun. And just build these into your prompt.

Right? Start with this. And and when you’re gonna and it starts where you’re getting your data from, obviously, right? But it starts with, just align your questions with the the, the proven formula, which is what we did. Right? That’s where it starts.

And then it’s also paid leads or or customers.

And was that that was leads. Right?

This one right here is, this one’s leads. One’s leads. We have a separate one for customers and we get into, you know, like, a little bit bit more detail. We do we are gonna expand on this more We wanna add, you know, why they chose us, your trust indicators, all that stuff, all that jazz.

Why do you use the customer, data for, you know, in a a chat JVT process.

What do we use it for? Like, in what sense? Yeah.

Like, if you use it to ads as well, or do you to you.

Oh, everything. Oh, yeah. The whole we use the whole I’ll do another we do that. I use it for, I I use it for Google ads personally.

So what I do is we have a client. I’ll give you an example. So we have a client. I I can’t say the name, but we get profit sharing.

Right? And so we had a CRM data. We put it inside of, chat GPT and it was directly from the CRM, and then we also had analytics data. We had to look at the analytics and the CRM data, and we use revenue as the the the metric, and we had to tell us, okay, which market should we focus on based off of this commission rate to make the most amount of money, and it analyzed everything, and it to it showed us exactly where to focus, including age.

So we knew the average age was twenty five to thirty six. Now we have a perfect persona that we can use for targeting for for demographics, then this is our psychographic data. So now we know where they are, and what age, the now we have the psychographic, the exact problems that they wanna solve, and that’s how we use that for the copy for the landing pages, for the, the ads, and it’s all the same copy leading, and it’s all based off frameworks. Right?

It builds off one another. Just like I showed right here. Right? So these are the, you know, it starts you build your avatar, then, you know, you can identify patterns but it the common theme is the, is the the the formula.

Right? You can have fun with it too. Tired of is a good one. So that, and then you can start making the beauty of it as well.

If you start looking for these connectors, it it starts connecting things, and it starts telling an amazing story. NAI loves this stuff. Right?

That’s awesome. That’s pretty cool.

Yeah. And I’ll share all this with you. Like, there’s a we’re gonna build more like, this this is a gold mine. Like, this stuff here is, like and it’s all based off Joe’s, like, the foundation with conversion copywriting is proven copywriting formulas and frameworks, and the second secret ingredient is really your your VOC.

And that’s the process. Right? You you do your your research, you create your avatars, you know, from your VOC research. I just did that with you.

Now you have your one reader that you you create your page around. Right? And then you take your formula, ProMage State Solution, there’s your spit draft.

It’s literally it’s the all the hard stuff is done for you, and then it just now you have the what and then you just apply proven copywriting formulas over that. That’s the how. But you’re using VOC to do that. Right?

So it just it makes your job, and this stuff really works. It really works. And it sounds like the customer, right? You’re using the customer’s own words.

As well.

If if we so I do a lot of website copy. Right? Yep. So if I wanted to take basically, what I want to to ask is what tools would I need to create a process that I could feed, in seven to ten PDFs of interviews, get it to extract that data and separate, separate that, the verbatim quotes into buckets and maybe apply, themes to them and then kind of prepare that for a spit draft. Like, is that something that you’d need?

Make full?

Yeah. You’d ex exactly what you just said and exactly what you know what I used to explain what you wanted. That’s a problem. That’s where he that’s what you would put in here. You would say, you you would create a hook. So all your surveys goes out, you would say, I want you to analyze, the the survey results. I want you to create buckets.

You’re very specific. It it it’ll take a while to get there. You’re gonna have to test it. But then you’d say, okay, I wanna create buckets for this specific reason, and then you would test it, test it, test it till you get the output, then you move on to the next step. Right?

But once once it works, it’s it’s really cool.

You have a lot of fun with it.

Would you recommend make for that, or, what was the other one probably?

Or make Pably have your have your fun with it.

Like, it’s not.

There’s different try try to press the cheapest one.

Have a limit to of two step workflows if if you don’t wanna go for the ultimate package.

If you wanna if you just if you look into this try stuff out, I’ll give you access to my account. View.

Is that what you wanted to have?

I mean, I would love that. It’s just I’m I’m aware that this deal is only around for three more hours.

So I’m just trying to figure out Oh, no.

It’s it’s always three more hours. It’s been three more hours over the past three months.

Okay. Cool. Alright. Sweet.

Like, I’ll give you access. You can go in and, like, we have unlimited. So if you wanna try stuff out, but if you’re gonna go for make is is it depends on your budget. Right? You can do everything with this. Make seems a little more user friendly, but exactly what you said you can achieve with both of them, hundred percent.

Okay. Cool. Yeah. Oh, I mean, I would love that. If if you don’t mind, I’d I’d really appreciate it.

Of course. Absolutely. And any any, workflows that people wanna see let us know and we can create them. I work.

Vit knows, he’s really good at this. Jeremy’s good at this as well. I’ll have them jump in and do some stuff and and share them with everybody. Including the prompts.

But just to emphasize this, and I’m I keep on repeating myself, but it’s really to get into VOC and and using AI and and whatnot, it’s all about the formulas.

Like, when you’re getting your survey data, when you’re sending your survey to customers, start with a formula, whether it’s hero’s journey, story brand framework, start with that. Right, and base form your questions around that because it makes things a lot easier, and then you’re naturally telling a story.

From the v the very beginning. Right? And then you’re getting into some real con conversion copy. Right? It makes your job so much easier.

Your team starting kind of with, like, a fresh, POV, you know, like, where you don’t yet have the inputs of a survey.

But you’re kinda using what’s public reviews as a starting point.

We were going back to this, I think, last time, where you could grab some let’s say it’s for a SaaS product g two or Kaptara reviews.

Could you do the work of grabbing that and actually having it’s sorted into these bucket based on those sticky words like problem, agitate solution.

Yeah. You can. So there is a prompt I’ll share. Sorry. Go ahead. Yep.

Yeah. So it’s like, hey, take take what’s out there or on a given product.

And categorize it like a survey would have is inputs, and then use that work to do you know, the personas or Yes.

I have a prompt just for that right here. I’ll share it with you. So what this does, it’s a bit more advanced.

This is exploratory data analysis. It’s it’s I’m not it it’s good. I know it sounds pretty pretty cool.

But it does just that. It, it goes in. The trick is, and I’ll share this with everyone as well, is start your prompt with the knowledge base. Start by asking it. All of these here are this is like a weekend of me losing my mind of like, okay, this isn’t working. And then, like, hey, what’s the error in solving it? So I’m asking it to solve itself first.

Okay? Then it goes in and it does a comprehensive exploratory data analysis, and it does what you’re asking. So you could use this for reviews. Okay? It’s gonna gonna look for problems, agitate solutions, it’s gonna fix files, it’s gonna categorize, and then it’s gonna identify frequency for you as well. And then once you you have this, then you can start creating your data set. So I did just that with this, and then I asked it to create a final output.

You can actually do that is to, you can ask, hey, create a text file that I can download as well, and it’ll it’ll create it for you. No problem.

So when you did the work, like, are you gonna share the prompts or are you gonna share in what remind me? This is an assistant.

That’s different obviously than the GPT.

So we would have to create this assistant in open AI. Right?

No. You can do. So here’s the prompt.

Let me copy this prompt. Let’s do one right now. Show you. So the only problem is if you’re gonna use, let’s say you’re you wanna use the the new GPT four, okay? So we’ll use the the GPT four. You can just you pop it in here.

Okay? And I’ll just use the same data set here.

K? It’ll do the same thing here. The only difference here is that, this is wonky. It doesn’t work all of the time.

But it’s using you see how it’s saying it’s loading Python, all that stuff. Same thing.

That’s that does all of that here. I’m just instead of putting it here, right, I’m just posting it here. Does that make sense?

Mhmm.

That’s the only difference. It’s still a prompt. You have to know your prompts.

But it won’t start in playground?

Part of me?

Sorry. It works better in playground?

Yeah. It does because this is really wonky. Like, this is this is remember, this is meant for, general use. Right? It’s not meant for, like developers or advanced stuff. It’s, and you’re gonna get it’s working now, but a lot of times it times out. It doesn’t or it takes a little while, but you can I like this just because it’s more it’s quicker the other one and I can choose, there’s no limitations on it as well?

So and then once it it’s kinda like cleaned everything up and now you can get, you can get what the, you know, if you have specific questions, you can dig in deep. It’s basically prepared it, and then you can get into all the data that you guys are talking about, you know, prepare you know, I don’t know, to prepare a or which which you can even ask it. What should I what should I do? And it’ll it’ll make some recommendations or something.

Right, define your goals, and then it’ll it can you can do charts visualization, have it downloaded to PDF, Sky is the limit. Right? I’ve used this, the the code interpreter, like I said, to analyze markets, right, and you can cross reference it with CRM data. It’s pretty powerful.

Like, we have we used it to analyze the keywords that are associated with closed one for customers and then link revenue. So we knew exactly which keywords were generating most revenue. So then we use that to import it, to Google ads. Right?

So you can see how it was pretty powerful. That’s how we use it.

A lot of fun stuff with it.

But again, you’ve heard you prefer to build it in playgrounds rather than using the I I do because I find there’s a lot of problems with this and it’s times out and it’s not It’s just I find it’s easier.

It’s it’s cheaper. Actually, that’s another good point. That’s a point. It’s a lot cheaper. Right?

Because if you’re using this, even on the pro, it’s what I think it’s twenty dollars a month, but if you’re using, the playground, it’s it’s cheaper, especially if you have a team. Right? For less than a hundred bucks a month, I have my entire team on it.

And if I would pay each of them pro, twenty dollars, do the math. Right? It’s a lot more expensive.

Yeah. Right. You do you need pro to have access to playground there. Right?

I don’t think so. No. No. Because playground is meant for is API. The whole point of having playground is that you can do custom functions and the and you can you have to use your you there’s API.

You have your API with it, but just you can do a lot more with it. That’s the main thing. Right? You can you can build custom integrations, a lot of that fun stuff.

Even this, like, there’s a layer that goes beyond this one.

That I don’t even the developers I work with, they that’s the realm they’re in. They’re in, like, Python. I tried it.

They get into this realm here.

What is it?

They get into Python coding and all that stuff where you can, I tried it too much, but then they get into custom? They’re building bots right now that connect.

Oh yeah, we’re actually doing a custom bot for copy hackers. So what we’re doing is, we’re using copy actors courses and website as a knowledge base. So we’re optimized as a knowledge base, and then we’re gonna use not playground, but direct API integration to create a bot that you guys can interact with and ask questions and then it’s gonna pull its knowledge from copy hackers itself. So obviously it’s relevant. So our goal is to have that launch, in the new year. So you’ll you’ll something to look forward to.

Damn, that’s cool. Like, a little digital Joe.

Yeah. Exactly. Yeah. Exactly. And it’s, we did actually did one with, as a pilot. It’s actually pretty pretty crazy.

So here’s, ask Jean. This is where it’s fun. Like, you can have some fun with this. So this is Jean Schwartz.

The legend of advertising. And this is his book, but it actually, what are this, what are the are this? He it talks like him too. Right? And it’s actually, it’s pretty cool because it it, in this case, we’re using his, database as a PDF.

Of the book, and it took took us a while to get to it, but it it talks just like him. It’s actually pretty interesting.

It’s accurate too. Right? And then you can use it to, I don’t know if anyone has a copy of that book, read it. I know Chris, you do.

On that. So you can see the GPT, the knowledge base we use in this case was, the which one was it? It was his breakthrough advertising. And then I also put, his leading headline formulas as well. So you can it’s actually pretty cool. It comes up with some really cool, really cool stuff.

Any other questions that any and anyone else wants to see as well that, we can build out or especially with Evoc research.

I’d love to just get to the point where I could try and build something in because I’ve always just used chat GBT or the team GBT, like my version of that was team AI.

I haven’t actually built anything. So is there a video or a link of anywhere that you’ve seen that’s a good source to say, hey, like, let’s just get get one thing built and bring it maybe to one of our sessions on this, and then we can ask the questions because it’s kinda one of those It’s a lot of information, and I’m just trying to figure out what what could be a task that’s simple to build in the playground area.

Do you want to Yeah.

Well, do you wanna collectively decide on what you want to automate or build? And then, we’ll build it and then do a, share the soap and then a video and then we’ll have a session and walk through it. Would that be help?

Yeah. Yeah. And if we could get the, like, the over the shoulder in advance where we could come having built it and then we have gone through the struggle or the wind of it. That’d be great.

Yeah. The the main thing on this is always remember it’s just you have your, paint on, you know, on this. Like, you the the main thing is you have when you’re getting in the automation. It’s just it’s just to think like this.

Right? You have your you have your data here, like these are surveys or what they are, you’re gonna feed this into open AI. Okay? You’re prompt is gonna instruct Open AI on how to format that information, okay, then you’re gonna use something and some type of other action to do something with it.

It could be publish it to my blog, publish it to GMB, create create social media posts and share them across social media.

But it it starts sort of that’s that’s the step, but it really hinges on your prompt. Right? You still have to, and that’s where you use your your proven copywriting formulas. Right?

That’s kinda where I’d love to know what the endpoint is and then build the the from the beginning. So, I mean, social media for me would be one area that I’ve been, you know, using a g I’ve created GPT, but it’s not automating, and it’s still a little finicky in my tone of voice, but, like, I really like, for example, the way Justin Walsh, if you know him.

No. What is he, his style or his, his posts?

Or Yeah.

Like, he’s kinda about Guru that comes out on LinkedIn as like the LinkedIn operating system of how to, you know, create post, viral posts.

So he has a formula that he recommends like a framework?

Yeah. He does. Yeah.

Okay. So we can use that framework and and align it to the to the, the knowledge base and then you could spit those out. Right?

Yeah.

As long as there’s a formula or framework, it’s not a problem. And then you’re just, like, you could take this. You could you could I could put this in right now and ask it to Let me do this right now. So here, right, you know, I don’t know, three, Facebook, posts, linking to the success story.

Right? So you can it’ll take that, and it’ll do that as it’s, obviously, this is it won’t be perfect, but that’s that’s how I would use it. And then you just this what I’m showing you right now would be that second step, right, in the in the process where you’re you create the prompt and is gonna take the data. And then the third step would be to post this across your social media channels.

Yeah. That would be great. If we we could do the work of, like, getting that. That would check check off one of the boxes that we have to accomplish in queue.

For sure. And it’s so powerful. Right? Cause you could have, like, you have your it’s all based off of a framework. It’s real customer data, it’s real voice of customer. And it’s all related. The ads are voice of customer.

The it’s it they’re I love how powerful that is.

It leverages, like, AI is greatest strength kinda like you’re saying about pattern recognition to apply it to, like, proven formulas based on psychology. So it’s just insanely strong.

Hang go. It’s it’s exactly what Joe teaches. And this is the What I’m showing you right now is the exact way to use AI. Don’t it’s it’s still in the end of the day hinges around proven copywriting formula.

And using VOC. It’s it’s the basics, but leveraging AI. And it makes our job a lot easier. Right?

Like, I don’t I there’s I’m not a data analyst but I promise you with knowing copywriting formulas, I can produce some pretty cool stuff that is gonna make a lot of money. So I understand.

Yeah. And it’s crazy because a lot of people hear them and they have, like, mixed feelings about AI, but I think when you’re leveraging it properly off of its core strength, which is those pattern recognitions in it’s placed in that framework. It’s just crazy strong.

You got it. And here’s another framework, so what prove it. So I’m doing, gonna do a presentation on it where it’s a copy editor. Right? So if you wanted to there’s a lot of people say use use AI to have it edit your your copy, but you need to be more specific Like, you can you can ask AI to look for any mention of a claim inside of your copy and then to stop and, like, ask you a question and then add a benefit it and then recommend some trust indicators to reinforce it. So that’s how it’s powerful. You can build all this, but it again, it hinges on proven copywriting formulas, right, and building out your prompts.

Yeah. And I really like how you’ve, like, pulled out so much data to be able to get, like, the goal, like, If this, then that, or it’s, like, one that comes to mind would be, like, love win, you know, like, for for, like, a goal statement. Right? Like, anytime you know, that you’re gonna get something good out of it.

So You got it.

And it’s I I promise you that you can get the best copy just from, like, get some survey data and just look for so that.

Or hit I promise you that is gonna give you amazing sticky copy. I’m tired of worried about all of that stuff. That’s your state.

Hate win, exhausted with, whatever it is. Right?

Exactly. And look for so those are pain points. That that’s a great point, man. So you have, like, you have your your synonyms, there’s synonyms, there’s adjectives.

So instead of thinking, hey, I have all this data, how am I gonna find my problem and, like, get this, like, sediment, negative, neutral. Forget that. It’s like, okay. What what can I look for?

I wanna look for synonyms that indicate pain point frustrations and problems. I wanna use look for adjectives. I wanna look for, phrases like you’re tired of. So you’ve you’ve simplified it But just by the very nature, these power words, these adjectives, they’re gonna be sticky copy.

That’s the whole point of power word. Right? You see it on getting at? Yeah. That’s the whole point.

And you’ve simplified it, and you’ve made your job a lot easier. Like, even if I go into here, man, like, you can see, and this this pulls it exactly from it. Right? Tired.

It destroyed. Like, at the look at this.

Right. Exhaust.

Riddled by. Riddled or ridden by. Riddled.

Like, that’s when you’re, like, oh, man.

Yeah. Like, I used to be good looking. I’m tired of restricting myself from the things I enjoy. Are you tired of restricting yourself from the things you enjoy? Like, it this is a gold mine stuff.

Oh, yeah.

Yeah. It’s so easy. I’m not a copywriter. Make no mistake. I’m a direct I’m a direct response marketer, but my secret is, Joe, and her conversion copywriting formulas and just using AI and using voice of customer. That’s Yeah.

It’s it’s honestly fascinating and mind blowing I know it is.

Hey. Well, you have a lot of fun with it, Hey. Yeah.

Shane, do you have, do you have, like, a list of those, those synonyms that that we can use to to that you use to identify pain points and, and struggles and frustrations.

Absolutely. I had it, I actually built it.

I over saved it though. I actually have them for you here. I put them in to, identify pain points right here. So I actually saved them all for you here. So this is your you’re seeing this this is the one of the prompts. It’s carefully examine.

Look for exact wording, full context. And then it’s look for synonyms, reference points, and then these are you didn’t you don’t have to give all of them. It starts recognizing them. And then these are the type of synonyms aggregate.

And you can do this with outcomes. You can do this with frustration. So those are your frequently asking, questions. Like, you can do tons of stuff, the same concept.

And then, oh, here’s the example. So I asked it to to look for that information, and then you can ask it for a I I downloaded it expire, but then you can ask it for an output, and it’ll give you and then you can download it and share it. And you can ask for a CSV format, Word document, or even a text file as well.

This is great too.

Yeah. I I’m now going okay. Now what are the steps I need to take to building? That that’s the part that, like, what are the pieces of the puzzle that needed to put together.

I know.

And And that’s where if you could give, like, a quick over the shoulder.

Okay. Hey. Start here. Let’s go of this, and then we could build one and then come in because I always find within the build. That’s where the that’s where the hiccups happen for me at least.

Yeah. And we can learn if if yeah. Come tell it. Let’s let’s agree as a team, like, hey, this is what we, you know, we’ll I’ll start it in Slack. Let’s start with this. We’ll build it. We’ll learn from it obviously because we’re gonna learn by doing and and apply this approach and try to automate something.

Maybe look at part of the VOC research, something.

To get to get it so there’s an actual deliverable, because in the end, it’s like either a landing page and add, social media post, but it all hinges on voc research and and formulas. Right? Yeah.

To do that and and we’ll automate it and we’ll use these tools. We’ll use AI plus these tools. Pick which one we wanna use probably It doesn’t matter to me. I’ve I I do know probably we we can use the other ones as well. I suggest we stay clear of this for now because I don’t see any of us using schema for now. It’s just not ready.

And from seeing this right now, like, here, this is The talk right now is, like, your agencies are getting into this and they’re having to work with developers.

I’ve heard a lot about probably, like, like you said, I come from the appsumo world of things where you kinda buy live from the app deals and then you just keep it your toolkit.

Yeah.

So I’ve heard good things. Pabley is sort of the one that gets referenced a lot outside of that.

Yeah. It’s, it’s up and coming too. Yeah. You can do quite a bit with it.

Does it’s all the same though. Right? It’s all it does the same thing Zapier doesn’t. If you can you snag the deal, you’re gonna you’re you’re gonna You’ll save a lot of money too. So, yeah, so let us know if you wanna see with PABley. Sorry. What’s that?

I’d even love to start doing automated form builders too. Now that we saw that.

Automated form builders in what sense, Well, like, so we if we go back to a sales call where Christie had shared her sales, like, when she has a link, she pushes and asks for a survey to be cleaned completed before she actually takes the call.

Like, all of that becomes gold mine too.

If we could automate that in Yeah.

Yeah. For sure.

Hundred percent. And that’s yeah. I agree. And you can use that to create your your one reader and you print it out.

Like, we literally print those out before the before the, like, we we use active campaign for ours and you can you can actually save them as a PDF and, like, that’s a salesperson’s and ask add Joe’s question to the beginning too. Right? You know, what brought you here today? Now you’re sitting in front of the person and now you know the stage of awareness, you know the exact problem they wanna solve, how it makes them feel, the exact outcome they want, and every hesitation they have about moving forward, like, come on.

Well, and then you can use that for social posting as well.

Yeah. Exactly. Now that’s that’s the the the key. Right? It’s it’s so powerful. This stuff works. I’ll do a presentation to show, like, that we have the data to support this.

So because we have, the questions that Christy shared with us. I I pulled together a quick soft from it. If I shared that with you, would we wanna just huddle on, like, hey, what’s the ultimate on, like, the way to closed because if we could automate like you’re saying the way you intake from surveys and, prospecting and interests, and, you know, keep a goldmine of that, and then you can use that a bit of your your VOC, in addition to attracting who you want to attract.

Yeah. If that’s, yeah, as long as yeah. We let’s let’s define the goal. Let’s align up the the the qualification. So the thank you page is qualification survey. She’s using it to to qualify, to go on to the next step, but let’s align that with a formula, some type of framework whether it’s hero’s hero’s journey something, and align the questions to that so that that’s the first step. And then we could use AI to start analyzing that, as well and look for patterns.

For sure. Well If that’s the direction you guys want, absolutely.

Do you wanna do three scenarios of what we’ve talked about? And then we could vote on the ones that we want, the one that we wanna do.

Sure. What what’s the other, do you wanna agree right now the three scenarios? Is there any is there any specific anyone wants to see?

Or I think for me, all I would like is something where I think it’s just helpful if we all have common knowledge of baseline.

So like whenever we’re getting more complex, you can always say to us, okay, let’s go back to that build we did way back when it was our first one. And if we think of it that way, then we can bill. Do you know what I’m saying? It’s like the baseline that and I don’t have enough experience to know what that looks like exactly, but I feel like if you’re able to always reference back to that one and we build complex complexity from there. That might be helpful just for the whole group being on the same page, I guess, while also learning. Does that make sense?

That’s a that’s a good idea. I really like that. Like you said, if you ever get lost, so this won’t work unless this works, so let’s back to the basics on what we’ve been proven and taught. So that makes sense.

Exactly. Yes. Thank you. I appreciate that, Nolan.

Yeah. No worries.

So we all wanna automate and it just and so we we we understand what we can do now. We’ll get more into the into the how the the specifics and then the angle if everyone wants to take there’s different ways we can do it. You wanna focus on sort of the PABly and the make option where it’s not a direct integration, but you can still do the automation stuff. That’s that’s where I see most of it going, to be honest, like this approach.

This is what ninety nine percent of of businesses are gonna do. They’re gonna go this route.

We use Pably and then test it, you know, either through yours or we we buy it because it makes sense?

Sure. Yeah.

We can test it.

We can try it and make as well. I can We can try different versions. I can tell makes a little more user friendly, but it’s the same concept. You just you’re creating your prompts.

Right?

So we’ll the process I can see is, you know, we need to we’ll create our map, you know, what we wanna happen the steps just like we’re doing a sales funnel. And then, we’ll build the assets for each step, so the webhook, the the prompt, and then this will be, a webhook as well. And then just I think once we understand those steps and how it all works, then we can start. We have the basics and we can build on that.

So what model I guess the question what you are asking is what’s the source data? Like, do we wanna do thank you surveys? Do we wanna do incoming new client surveys? Do you wanna do voice of customer, that comes from Kaptera. I think that’s the question you’re asking, Shane, like, what’s the source data that we want? And then the idea would be what what model we apply to it, like the hero journey, the, past the you know, the different framework that you were suggesting?

Yeah. What’s the goal? Like, we can do if you want. So we’re actually working on something as well.

So, what is it, the story brand? So what you can do so I’ll give you an example of something we could do. K? This this will actually be fun. And actually this will actually challenge my team.

My story brand, is to I think it’s my is it my story brand? Yes. I think it’s my story brand. Yeah.

Here it is. So what you can do is just to give you an idea. Okay. So is is everyone familiar with, story brand?

At all?

Yes. Yep.

Okay. So how you can leverage story brands? So this right here is a framework. This is a it’s a formula It doesn’t quite it follows the the same now of the greatest movies of all time.

You know, character starts with a problem, meets a villain, all this problem. You can take this and you can create a formula. So what you can do is you can create a survey that follows this formula says, hey, what’s your problem? Hey, what options have you considered all that good stuff?

Send it to open AI. Open AI organizes it and then sends it to this tool and auto populates all of this for you, and then you just need to print it and send it to the client. So that’s stuff you can do. We’re creating something similar not in using story brand, but like hero’s journey.

But we’d wanna see, like, what’s the ultimate goal? We can automate stuff, but what is it we wanna do with that deliverable or what we’re gonna produce. Right? What do we wanna achieve from it?

I like the hero’s journey just because it is copy hackers.

Sure. Yeah.

We can I’m I’m I’m open to whatever, you know, the input in the the formula is that everyone wants to apply to because then I think where it gets applied to, you can decide.

Is it a landing page? Is it social? Is it a web, you know, etcetera? But I guess Oh, that’s a good point. The data?

Yeah. That’s a good point. And then we can decide to actually, that’s a good point. Because we can decide on the we have the type. We have the framework. We’ll automate collecting it, and then we can do different sessions on how to now what do we do with this?

Yeah.

We can create a landing page, spit draft. I hear I see. That’s a good idea.

I like it.

Does that work for everybody?

Yeah. Yeah. I would personally there’s two areas that I’m interested. So if you wanted to cool the group and see what they were. Like, I love using existing reviews or anything that’s public out there that you can turn into gold.

That’s a thought. And then or that survey, this the survey questions, like, that, Christie gave us that you can use when clients click, you know, to set up a call.

Sure.

Or, you know, if other people help the other ideas of the data source?

If we can use okay. So no extend let’s say you wanted to use Amazon review mining, just the you can use those datasets, but then use sediment to sort of figure out like, put the the negative into the frustrations.

Like, you you can still you take those reviews and you can categorize them yourself and then or you can put everything in and AI is pretty good at that to sort of take all this data, organize it by, you know, promagitate solution. It’ll do that and then that you can work with it. But the the point is to start with that organized, data set, if that makes sense. Yeah.

That’s key.

That’s that’s the ticket. That’s what I found most effective, then it it it loves it because it’s it loves that stuff. It’s, like, it loves forming. It’s like, like, Joe was thinking ahead. Like, the where the industry was going, like, it’s just the It loves formulas. It loves frameworks. You’re just feeding it exactly what it wants.

Get all this fun. So many things, Aye? These are just frameworks, formulas, and you’re just overlaying. That’s literally the process. You’re just using VOC research, and you’re just you’re applying these formulas. It’s all that is.

Yeah. And it’s important that it really just makes sense because it’s just based off proven statistics and data. That’s why it became a formula. That’s why it became a framework. It’s because things worked time and time. Again, it’s just battle tested. You know?

Exactly. Pitch or promise, like, you’re painting a scene, like, that that tells you exactly, you know, everything promise problem, like, proof these are just your your trust, your your point of difference. Oh, there’s something as well where, there’s another survey I’ll I’ll give some ideas. So we’re actually there’s another survey we’re creating. So we wanna find the point of difference benefits.

We’re using it to develop our USB, and a few other things as well and actually have it recommend.

So let me pull it up. We’re gonna have AI recommend this. It it’s not hundred percent right now, but basically to create an avatar from all of the VOC data that we can use for marketing that includes demographic and psychographic data, and then we can use it across Facebook. We can use across Google ads and it’s pretty detailed.

So it starts with, like, identifying. So how this would work is analyze the CRM data and tell us the most profitable service based off revenue. Okay? Then look at those services, under there.

I want you to analyze the average age we already know we got this down right now. It’s twenty five to thirty to thirty five to twenty five to thirty. Okay. Mail, gender, we have all this because of the CRM.

Then we have it the information there, where are they from, where they participate. So you can see how you can start creating some pretty powerful stuff with this. Right? And then you have your hesitations, the outcomes, all this other stuff.

These are just the formulas. Just the formula. And then it could actually recommend some hard offers and and soft offers and you can actually get proof and, your u s p. Right?

It’s not the this you can get all this from survey data. Right? It’s pretty cool.

No. Yeah. This is awesome. For some reason, instantly, it comes to mind, like, russell brunson’s dot com secrets.

Like, when he was formulating how to, like, thrive on his business, he wanted to have, like, a picture of his dream avatar next to his, his computer. And, like, five or ten years later, whatever, after, the click funnels became, you know, super prevalent. He, like, found himself surrounded in a room by literally people that looked like that. That’s true.

Yeah. It’s true. I I believe in that stuff, man.

Like, I I won’t get into the I know it’s getting If you know them to that tee, then, yeah, that you’re gonna attract them eventually, you know?

Yeah.

A hundred percent, man. It’s very true.

Yeah. Even the book during the launch by Jeff Walker, I believe. You know, it’s a proven model too of, you know, launching as well.

Yeah. Everything everything is in some ways a model, that you can see from and so Jeff Walker, he had, launchy dot ai. He basically built, for his process. All of the proms and was selling in on Black Friday. I didn’t I wasn’t it was interested per se, but it’s that idea of you can actually do what he does and and similar to kind of the bot that you were thinking of for copy hackers. He actually put it step by step. So it was all of his process.

Your avatar, you know, your, pre offers, your you know, fresh off your crushing offer, your, like, every single every single step gets, pretty populated.

Bango.

It’s smart. And it it’s all, like, you can’t ask for anything better. Right? And it’s all based off of real data, real voice of customer, real formula is proven, and it just layers upon each other. And then you just do your split testing, and that’s it. And then you can even narrow it down.

Time, you literally just become your your client or your customer, you know. You literally just are them.

Yeah. Yeah. And you can you can use it to the to break it down by stages of awareness. There’s your buckets.

Like, we do that with Google ads. Right? Or we we do I’ll I’ll do a session on this that one of the sites that Jill is talking about. So we call them authority sites.

So an example would be, I think I talked about this Botox. Right? Botox for sweating. And then you have your FAQ, your your origin story, your, your process, which is like how it solves that specific problem, and Just by doing that, your site is targeted to the different stages of awareness because now you have your blog.

So then you you create questions about sweating on your blog, you connect it, you create a dynamic campaign with Google ads. Now you have campaigns driving targeted traffic around a specific persona using real voice of customer targeting each stage of awareness sending it to a funnel that you’re now qualifying and building your list and nurturing based off of data that you you sell. This is powerful. It’s it’s like it’s gets global.

Literally as specific as you can get.

You’re literally in you’re invaded into their mind at that point.

No. And at hundred, you’re literally in the mind of the customer and how you’re leveraging it all to come together. It just, like, it’s mind blowing. And there’s, like, when customers sit down in front of you and they’re, like, or when yeah.

I totally get it. Like, yeah. You get me, man. Like, that’s that’s the biggest thing.

It’s like, or you’re talking to a customer and they’re like, you’re like, yeah. Like, he sounds just like me.

It’s like and then you’re remind me of, like, if you guys seen step brothers, like, hey.

We did we just become best friends? Like, yeah.

You’re you’re literally this is, like, forget, like, what do they call the well, serve the, you know, they, the groups where they sit down and they I forget what they’re called. Anyways, they’re you can get you can do anything with this stuff. I love it. This is, like, this is where I geek out a bit.

It’s insanely fascinating for sure.

Yep. So does that is that helpful? Like, I’ll I’ll put some lists. Yeah. Absolutely. We can start I just wanna emphasize one more time.

Like, the it really hinges on, your dataset, which is your knowledge. It really hinges on formulas. Start with a formula formula formula formula, formula, start with a proven one. It doesn’t matter what it is, but start with something hero’s journey is a really good one.

You can you can use hero’s journey for anything. You can use it for qualifying, add a couple of questions here and there that you if you wanna further qualify by budget and whatnot, but make sure your surveys and make sure the the what you’re using to collect the data tells a story. Right? So align questions with that proven framework.

That’s how it starts. And then everything you build on that moving forward is is gold.

Well, does the group want me to share what I collected from Christie? Like, the questions and the soft that she did for her sales call.

Sure.

Then maybe there’s better questions, or additional questions that help the group from that a starting point because you’re right. Like, you gotta ask the original questions in a way that’s tell the story. And I think Christy did a pretty great job of that when she built the survey.

That’s gold. And then just think think ahead. Do you know what framework she’s using or formula?

I don’t know that she connected it. I I think she just, but it’s a good question for Christie because she took us through that sale like how to land clients.

Maybe that is the extension of, like, evolving what she presented in combination with her and say, like, actually, yeah.

Okay.

Yeah. The next step is like what formula do you put it through? Maybe the hero’s journey so that when you hop on a call, you’re basically telling them everything as a solution and what you do to support based off of what they provided

Transcript

So today, we’re going to, we’re gonna cover a few things. We’re gonna talk about first, I’m gonna answer your questions. There’s a a few people in the select channel to have some questions about, using the knowledge base and, creating prompts.

The most cost effective strategy to to use GPT and the tool that we recommend, I’m gonna go over that as well.

Then we’re gonna cover understanding prompts, the basics, Incorporating your knowledge base, I know there was some questions on that as well. You’re getting a lot of errors and whatnot when trying to upload your knowledge base. Then how to create actions, the different types of actions we can create and the different tools that you can create as well. And then we’re gonna end it off with some fun with, VOC research and how you can, quickly uncover the, those sticky messages and then use all that through the, conversion copywriting process. And if there’s any questions, just feel to jump in, that’s kinda what we did last time as well. A lot of this will be over the shoulder.

As well. So just, yeah, don’t hesitate. So first thing I wanted to cover is the So Katie, I had a question about, paying for pro and you’re working with your your VA right now. So, the tool that I recommend that you purchase is it’s called TeamGPT.

It just so happens now that there’s a lifetime deal on appsumo. So jump in and get if you can.

The advantage to this, and I’ll show you how I use it.

I’ll do it under here.

Think it’s under, nope, options.

Do do all bot research here it is.

There you go. So this is the sort of insider look on how it works.

The great thing is you can store all your prompts and you can work with your your VA. But more importantly, you can have a share folder, and then you can jump in and you can actually comment on the different outputs.

The great thing about this is that you can actually decide which model you’re gonna use, you can you can choose, the most cost effective that you wanna go with when you’re creating prompts or testing and whatnot, is gonna be your three point five turbo sixteen k. That’s what you wanna start with.

The, if you wanna get into more advanced stuff where if you wanna use code igniter, then you’re gonna have to use the the GP four turbo. But for most of the stuff, especially for your your prompt, testing and whatnot, you can stick with the the turbo. So this is an amazing tool. We use it extensively for our team You can you can create a team library of prompts, different things that you can do with it.

You can create your own personal library. And like I said, you can do some pretty cool stuff with it. I’ll get into this later. There’s actually something you can do instead of creating your own knowledge base where you can link to a website.

In this case, we’ll use a a Google sheet that’s been set to, edit, and then it’ll analyze the Google sheet and then you can have it pull data from that that you can use in your, copywriting as well. So, yeah, definitely the tool that I recommend, is this one, and you wanna grab it as fast as you can because I’m not sure how much longer it’s gonna last, but it is on app sooner right now for the, the lifetime.

The next one is, so creating your knowledge base and also how to use the the API assistant. Chris, I know you wanted to cover something on, prompt engineering. Was there a specific something that you wanted to cover on this?

No. It was mostly how to create prompts in the, In the what was it called? The the playground thing? Because I remember that you Sure. You used to create prompts in the playground and pay used to them in the GPTs. So, yeah, I was wondering, like, what makes the the playground so much better than the the normal prompting in CHA GPT?

Okay. It’s just the, okay, so here’s the playground here.

I can show you the process that I use for, for prompting.

Basically, it’s the there’s two things under this. There’s the chat This is just your typical, you you start with your what you want to happen under the instructions. You return your your the user and then you have the output here. I’ll show you the document that I use.

It didn’t come up, but let me open this up.

Bear with me.

And then there’s also, of course, the assistance. Now the main difference between these is that if you go with the assistance, you have access, access to code interpreter, and then also you can use your, custom, knowledge base. You do have to use the the GPT for the preview. If you go to the turbo, you’re gonna notice that you still have access to code interpreter, but you can’t you don’t have access to any files.

So that’s the main difference between you can use both, to create prompts. There’s no, There’s no difference between the two. I can show you the process. I actually use it in my case, a template when I create prompts.

I’m just gonna open it up right now.

And and and also, like, the the difference between, like, programming, system API and programming a GPT like, why are assistance API apart from the ability to use the actual API and stuff in the background, but what makes the, I don’t know, the customizability of the of the, yeah, building the GPT in assistance better than the GPT.

Okay. It’s all about, okay. We’ll get to that too. So this is the the the approach that I take for prompting, and it just and I can share this with everyone as well. But essentially, it’s just, you start, and this is an example when you start with your your basic prompt, And so, and then you have your output that you’re trying to achieve. That’s what I do, and then I just build on that in initial steps.

Until I get the input that I want, and then I’ll save that as a prompt inside of the the tool that I’m using. In this in this case, it would be team GPT.

You’ll get the same output if you if you use them. Like, you’re gonna get the same output, in this say versus the actually, no. This this is this is used as their, their chat PPT, language model. This it doesn’t it’s actually, I’m not too sure.

I’ll have to I don’t know if it uses that language model, but this one you can, have access code interpreter. Those are the main differences between the two. For testing prompts, I just use this. I use the the the chat for testing functionality.

And using Zapier or, if I’m gonna, you know, use, a schema markup or API, then I would use this one.

Does that answer your question?

Yeah. Yeah. Yeah. So it’s two two different functions. Basically like that.

Two different functions. Use this if you wanna, if you wanna access or if you wanna incorporate functions or if you wanna use a code code interpreter. That’s the major thing on this one. And then if you’re just looking for your basic prompts, just use playground because you don’t have access to, quote interpret or anything.

Yes. And and in general, you use these instead of the normal prompting and GPT in chat GPT because these are more flexible. Right?

It it depends. Like, it’s I’m having a lot of fun with with team GPT right now.

Yeah, it just really depends. Like, it’s not if, if I’m using functions or I wanna I wanna practice some automation or I wanna look at a large data set, then I have to use I have to use the playground because of because of the knowledge base, and you have more access to, you can add more files or create a larger knowledge base in this than you can with the GPTs. Right? So you have to use this if you wanna get into large files. But there are tons of limitations to this. Like, especially with the knowledge based limitations, like, you’ll you’re gonna notice there’s some people are are saying that it’s timing out.

People are noticing now that file sizes, especially for the knowledge base, anything over two hundred fifty MB, it’s really starting to struggle.

And it’s also not, it’s, its usage is dependent on your computer’s processing speed. As well. So it’s really not designed. Like, code interpreter is not designed for large, super large data sets. It’s it’s more for smaller data sets, you know, go in, do some quick analyzing. But beyond that, it’s people are noticing they’re they’re having a lot of problems right now. So that’s the and we’re you’re noticing people are seeing a lot of errors as well, and that’s the cause of it.

I had so many errors trying to to use the the GPT four. I just gave up, and then I went with the, the playground. I do have some, If you do get an error message and I’ll share the prompts with you as well, there are certain, things you can say before. Like, you can tell it to ignore the actual errors.

And then there’s a prompt that I have as well that when it made errors, I had it tell me the error that I made and then recommend how it can avoid that error in the future. So you just put that before your prompt when you’re uploading your knowledge base and it’ll fix itself beforehand.

Yeah. Yeah. As well.

In in the in the playground, do you also play with the temperature and all that stuff or or no?

Yeah. The the only thing I play with on in the, in the playground is the for temperature. I don’t wanna close all this as well.

Is I just set it to the main one here is main one that I do is temperature.

For me, it’s just factual. Like, if it’s like more FAQ or if I’m using it for, like, pulling an exact wording, I’d put it closer to zero. It just allows more, like, creative if you put it for higher dose. So I look at it as more factual. I put it all the way down, and it it’ll produce pretty exactly what I want in a sense.

Good question for you, Peter.

I was gonna ask, Shane, I’m noticing that where I had four in open AI, I’m have it drop down to three point five again. Do you know why that would be?

In in playground or which tool?

Yeah. Yeah. Open AI.

Oh, enter which one under assistance or or chat I I thought if you had four in all of them. I guess it would be helpful to show people what they know they have, like, just in what the I I’m still unclear about the different levels of, like, three point five k and Oh, okay.

You can. Here is the so here if you choose if you’re just going for prompt. You can choose your model here.

Yeah. Okay. So you have so the this one right here is what you can use for ninety percent of stuff as your is your, GPT three point five turbo. That’s the most cost effective. And it’s, like, the cost is maybe, you know, you can summarize a hundred word email for maybe four cents. It’s dirt cheap.

If you wanna get into more advanced stuff or if you wanna use code igniter, you have to use GP GBT four preview. This is the latest model that the kid they came out with, and that allows you to, and that this is more advanced. You can use it in the playground as well. But if you use assistance and you wanna get into function calling and you wanna create your own database, then you have to use, g p t four. You can use g p t three, turbo here.

It’s not a problem, but you won’t be able to use the, all of the functions with it. Does that answer your question?

Yeah.

And I think it was probably for people who don’t have or are getting into opening your eye. Like, you don’t start automatically with the four, though. You have to be able to get access to it. Right?

I’ve I don’t know. Is that is that the I had access to it right away. So unless that Yeah. They might maybe they changed it. But, yeah, I had access right away.

Well, maybe the I’d be curious if people know what they have.

Yeah. I actually see that.

You should have access to it. This this was recent recently. I know that a lot of the tools that I use, this just peered, especially under the the team, GPT. So check that out. But I only use this for, like, like, I don’t use this very often. If I do, I it’s it’s more tweaking stuff for the final output, like most of the stuff you can get away with with three point five.

Yeah. I think now the GPT plus, it’s closed. So there’s a wait list.

Yeah. They’re Sure. Yeah.

As well. Yeah. And then when they come out with new pricing models as well, like, it’ll a lot of things are gonna change.

Okay. So let’s talk. Yeah. Sorry. Go ahead.

Just to just do it quick. With the, the differences one of the differences between three point five, seven, sixteen k, Turbo eleven o six, just straight turbo. Is that what’s the do you know what the difference is between those options?

This like, the the the technical speak, no. All I know is that it’s, the latest model is is this one. It just improvements every every time. The those are different iterations.

This is the latest one to use for, the three point five, and this is the latest one for the GPT four.

Stick to these two and you don’t I don’t even know what the other I don’t pay attention to them. This one here, like, g b t four, is the, is is the model before the the GPU four eleven o six preview, but it’s more expensive, but it doesn’t have the same It has less functionality, but it’s more expensive.

So they’re probably figuring stuff out as as they go as well and different people use it. I know developers to complain. GPT four was just too expensive, so they released GPT four, preview as well. And then it it all boils down to the functionality, right, what you have access to.

Do you wanna create your own database? You have to use a certain model. But most of the time, just stick to this one. Your eleven o six.

So does that answer your question?

Yeah. Yeah. It does. Thank you.

Okay?

So next thing is action. So actions, the the whole thing with the the GPTs and and OpenAI’s playground is, you know, a lot of promises were made, and you can do some pretty cool stuff with it.

You’re looking at the following tools that are are coming out. One, you can use Zapier for your, your actions. That’s for your GPT itself.

There’s another one called Pabley Connect, which is Zapier, but you can grab a lifetime deal, and I’ll I’ll show you that as well. There’s make, which I actually set up an automation to show you how you can incorporate that with GPT and then connect it to your blog, and then there’s relevance as well. So we’ll cover actions right now.

First, I’ll show you sort of a walk through of an action.

This right here is a a patient survey. The this is giving you an idea on how you how you can connect everything, and you can sort of automate a lot of your your copywriting process. So here’s a quick WordPress survey. We send the patients, just ask the patient some questions, you know, what’s the problem, what’s the frustration, what’s the solution, click submit, Now what’ll happen is when you click submit, it’ll go through the system, and it’ll use make And here’s really the process that’s following that we’re using we just use a webhook.

I just sent the data to, to open AI. And in here, there’s a prompt, which I’m instructing open AI to take that survey and, to rewrite it, for, testimonial from my website using the copywriting formula problem frustration solution.

So, once it’s done, then I’m instructing Open AI or g p t. I’m using, I think it’s the three point five for this, then I’m instructing it to update my WordPress website.

Okay? So that’s just an example of what you can automate. You can start connecting things.

If you go here, it should have posted by now. And I it takes about ten seconds. So that just posted and then it’s taken that. And then, of course, it’s posted to the site, and it’s it’s I had it bold the exact words of what I wrote just to show that it’s pulling that in. So that’s an example of what you can do or how you can use it to really automate, to automate things. The the GPTs that they’re talking about, in the back end, the let me open this up right now.

Here the the GPTs where you’re getting into the create an action.

As of right now, you have to have some some, knowledge in order to use this, or there’s another option as well. This is called relevance.

And essentially what these are are, it’s API and then schema markup that you can download, and then you can so you can copy and paste it and put it inside of your your custom GPT here.

And, essentially, if you you look at it, they give a bit of a video here, on how it works.

So you you’ll click configure, create your action, and then here is where you’re gonna paste the schema that that they provide under under here, and then that’s gonna allow it to to do some type of function. But you can see it’s pretty there’s no way I I can’t even do that. Like, the developers are I hand it off to my developers and they they figure it out.

To to solve that, they’re coming out with tools like this where in theory, it’s like you you can try the template you can copy and paste the schema and put it into your your GPT to create that function.

The other option And if you don’t wanna go that route is to use Zapier, where you can, you can import Zapier. I showed that before. And Zapier does have direct integration with your your GPT four. The other option is to use what I just showed you, which is your your Pably connect or your your make, and then you can still do that automation that I’d that I just walked you through It’s not direct integration. It’s like you’re you’re still using a form of Zapier.

If you do go this route, make is a really good one, and, Pavli Connect is another as well. They do have lifetime access on this as well. They have some pretty good deals. So snag that if you can.

Do you have a bad question?

Pardon me?

Do you have a preference for one or the other, make, or public?

Make for, like, make its, relevance. Forget it. Like, it’s just too complicated right now. They’re they’re struggling right now with you know, the whole point of GPTs is that it’s supposed to be user friendly, create your own custom, but that’s pretty advanced. Like, there’s not so you’re seeing these new new tools come out that are trying to solve it. But it’s still, like, this this is pretty it’s it’s they haven’t quite yet.

My preference is either Pably or, make one of the two. Probably because it’s free, what, basically, if you get your lifetime deal and you can do a lot of cool stuff, user friendly is is is a make by far. That’s, you know, to build stuff, you can do it pretty quick and you can automate quite a few things.

Little more expensive though, obviously. Right? But the the main point yep. Part of me?

Well, if I’m using ZPR elsewhere in my business, could I replace that with make?

Yeah. It’s a zapier it’s the same thing. There’s no difference, right, between the the only the only advantage for zapier is that it has direct integration with the the GPTs.

You can do it at this level. You just insert some code. It’s like one one snippet and it’ll actually pull in all the the API calls. That’s the only difference. Then you can also use it just like Pably does as well. But it’s the same the the same thing. There’s no difference.

You can achieve what I just showed you guys whether you use make, whether you use Zapier or you use Pably. It doesn’t matter. Test it out.

Does the does the probably one time deal have pretty much anything, like, like, unlimited stuff or is it limited to requests?

No. It’s limited there. It’s unlimited. It’s, have the, I can, I’ll actually get anyone who wants to jump in and try it. I’ll give you access to my account, and you can have use it as much as you want. It’s it’s really is, like, they’re pretty cool stuff too. Like, you can see, they you can use AI to hear, like, g look at your reviews in rewrite them and post them, like, you can do some pretty advanced stuff.

Yeah. I’m thinking about replacing Zapier if I can get this for like, so that I can stop paying Zapier every month. And but also, it’s interesting I’m seeing in mine. I see three hours left and yours with one hour.

Yeah. It’s a this is, like, you get it’s one time payment, but like I said, I’ll I’ll I’ll give you access to my account. You can jump in and try stuff.

It’s the same. You can do the exact same thing with Zapier, but it just it’s lifetime. Right? You can save some cash.

Cool. It does it does this is actually probably a bit more advanced than Zapier. Like, there’s some stuff you can do. I’m just like, wow.

As far as number of integrations, do you think that it’s basically covers everything that Zapier has?

You’re gonna you’re gonna get the same thing or as API calls. The o the only advantage that Zapier has right now is a direct integration with, the but it’s sections.

Like, I tried it in terms.

Yeah.

Yeah. It has to improve every time.

Yeah. You got it. So that’s that’s the main difference between the two. Cool. Yeah, check it out.

Pappabbly is really good. Like, it’s starting to get a lot of traction, especially at all the the tools coming out of appsumo or, like, it’s they’re all integrating now because it’s it’s an up and coming and then just have a look at the videos and see what it does. You can do anything with You you can. I think it was Kate.

You asked you asked if you can create a spit draft with it. You can. You can actually import your survey data into OpenAI, use a prompt and then have it create a PDF document and create a spit draft that you can send to your client for approval. So you can do all that with Pabley quite a quite a bit.

You mean, sorry. I have to jump off after this. So can you just so it would be survey to open AI to a prompt, and then that would send the input to a Google doc.

Which informs my spit draft.

Yeah. You you can so what you can do is I I actually have it here as well. So under the VOC, you can instruct OpenAI.

Is if you’re using code interpreter is you can say produce, a a download a a word document that I can download, create a file. And it’ll create that for you that you can download as well. So you can do that with code interpreter. You can also do it you can ask it to produce a PDF file, and you can also ask it to do a text file.

You would just put it in the in the prompt itself, and then you would do that at, when you’re creating your actual that’s under the prompt here. Is you you would put out the end, create a, you know, make the I final output in a PDF file that I can download. It’ll give you the link.

Okay. Fantastic. And can we get access to, like, this prompt of yours?

Yeah. Of course. If I’ll give you access to, Absolutely. Give you access to the prompt.

I can if you want to help creating a prompt, then let me know what you want to create. And I’ll I’ll send it to my team and we can create it for you as well. We can jump on a call, of course. You need help.

If you need help, if you wanna learn how to do this, like, all you can work with, VIT. He’s one of the developers on that. He knows probably a lot of this better than I do. If you need help figuring stuff out or troubleshooting, let me know.

Alright. Thanks so much, Shane.

I’m gonna catch the best on the replay.

Yeah. No problem.

So any questions before we move on to some, some VOC fund to have some, that I can answer?

Yeah. I would love to do if we, you know, because I’m thinking probably as well.

If we got probably and then we had an over the shoulder video where we step by step, some, like, set something up, Sure.

Because I saw I’ll be honest when it comes to the integration, that’s where I’m finding the sometimes the steps of it are where you don’t know what to click. And maybe it’s easier on the other side for people, but I find this is exactly what my mind has to see it step by step.

Okay.

If, and specific, it’d be any, I’ll I’ll post in Slack, but any, specific actions or something, like, just put and then we can cover it. I can I can work with my team and we can we can set it up and and show you, but this is an insider? Look, these are all the different integrations, like choose the app. So let’s say you have active campaign, here, then, your next action is, you know, you can choose open ai here. Let me put, there you go.

And then it’s it’s yeah. It’s that simple. And then the beauty of it is is, like, the the whole thing about this is, like, pitcher OpenAI when when you choose this option, this is you still need to create your prompt. So what you’re doing is you’re sending this data to OpenAI, and then you’re using the prompt inside of this to instruct OpenAI what to do. And then you’re using another trigger Like, you get this is endless. You can keep on going, you know, post to this, post to that.

People are doing some pretty crazy stuff. And if you can do some pretty advanced stuff like API integration, right, as well, stuff that’s like it, so you can get pretty creative with this.

It’d be really fun to do some use cases that would support us as a group and then say, like, these are the five things you have to be doing as automation or you’re just killing yourself. Otherwise.

Yeah. Like, do it posts, automations that everyone wants to see. That would be helpful. And then We’ll build them out and share them with everyone. I’m happy to do that. Absolutely.

Yeah. Perfect.

So Okay. Let’s let’s, any questions on on, on this right now?

No. Okay. We’ll move on to, Vock research. Let’s have, let’s have some fun on this. Now, there’s different things that you can you can do, with this. And I’ll I’ll start with, team GPT and show you some examples.

Here’s the dataset that we’re gonna use. Now when you’re creating your dataset or knowledge base, you really want to one of the tricks is to, especially when you’re doing your customer surveys, is to be very specific or tell a story or line them up. Okay. So when we had this is actual data that we collected, and the way we structured it is we asked them what the problem was, then we we ask them how does that, make you feel the frustration we agitated it. And then, of course, we we ask the solution or outcome they want, and then we ask them to address any fears or concerns that, you know, holding them back from moving forward. So we align that survey, really, to a copywriting formula. And by doing that, you’re you’re getting a nice knowledge base that AI can work with because it’s all about patterns.

Once you have this data set, you can do some pretty cool stuff with it, and I’ll start with, what you wanna start with here from my state solution. Okay.

So the great thing about, I mentioned before with, with this is that, if you’re using a normal playground, you do have to upload your your knowledge base here. This is kinda wonky when you’re playing with it. The great thing about team GPT is that you you can insert the link directly. So if I copy here, as long as your your share access as long as it’s edit, then what you can do is you can put it inside, and you can paste it here.

And then you have your saved prompts here. So I’ll just go into let’s do this problem acetate solution fear, and I gotta paste this in.

So what this is doing, and I’ll share these with everyone as well is, it’s I’m asking it to examine the customer service survey data I’m asking it to, create a one reader, and I want it to organize that one reader by problem agitate solution in fear. And the ultimate goal is I’m gonna take this, and how we would use it is I would use OpenAI to push this into active campaign or CRM. So when the salesperson sits down with the, the patient that did do a consultation.

They would literally have in front of them the problem that they’re trying to solve, how it makes them feel, the solution they’re after, the outcome they want, and then the exact hesitations and concerns to address you can see how it’s pretty powerful.

So you paste that in, and what it’s gonna do right now is let me open this up.

Analyzing so the crown watcher So I know this guy’s his crown is thinning. It affects every aspect of his life.

His main goal is that, is to have enough transplanted in the crown. So his concern is scarring. So you know, we know exactly what to what to pitch. We would save this to a PDF, upload it, or import it to active campaign. This one is the he’s front line conscious.

So here’s his problem, temporal peaks. This is how it makes him feel. That’s frustration. This is the solutions he’s after.

And, of course, the here’s the fear, very few, identity seekers. So you can see how this is pretty powerful. As well. That that’s what I love about TeamGP is, you can paste the the survey data in.

Because like I said, it’s really wonky. I don’t know if you’ve had if you’ve tried that, Chris, on your end, but it’s it doesn’t always read, the dataset. So I find it It’s super helpful. We’ll do another one would be, to take the survey data here.

And what I wanted to do is Sorry.

Just These are folders. Remind us what we’re seeing because, I used to work in a different one, not this one.

Yep. Sure.

So this on the far left is my so these these right here are shared.

So I share all these with my team.

So if if I produce anything in here that I’m researching, then everyone on my team can see them, and we use these to to communicate back and forth. So you would use shared if you’re working with a VA.

Personal is just I I rarely use it, but I just put it in here. It just means that only you can see them. And if you’re gonna use these, you know, your you use it for reasons or whatever it is, that’s where you put them under here.

And remind me this is your this is your previous chats.

Yeah. You got it. The these are just Yeah. You got it. These these are just previous chats that I would bookmark these and then I would use these moving forward.

Here’s your prompts to your so this is where I saved the prompt. So I would open up the the the chat. So first thing I would do is, obviously, is, you go when you copy the URL. Okay?

And go to the web browsing, and then I would save the, zoom, zoom always gets in the way on that.

Then I would find the prompt that I wanna use. In this case, it’s the problem agitate. Here is is where I save all the prompts. This is our team library. And then you can click play and it’ll insert the prompt for you. And now what it’s doing is here’s the prompt, and then this is instructing it to analyze this survey, and that’s that’s exactly what it’ll do.

Now the beauty of this is that in the prompt, it it’s actually highlighting the, it’s it’s doing an analysis and it’s looking for frequency and it’s basing It’s looking at all the problems and it’s it’s basing that off of frequency the most, the problems that affect patients the most. It’s pretty accurate.

Now this is also the, the direct quotes from the, the patients as well that it’s pulling from the survey data. So it’s pretty cool.

Do you get your question?

Yeah. That’s helpful. And I I’d love to see the prompts because I feel like half the work can go into specifically for past, you know, and and even, I would say AIDA, you know, like all the like, it would be great to have some good prompts that you know. I’ve been tested, battle tested.

Yeah. These these are valid. Like, and I’m not I don’t wanna pretend that, oh, you just whip these together quickly. Like, these are, like, this is like hundreds of iterations and it’s it’s very it’s being very specific.

We don’t I don’t have a problem with hallucinations now because it’s very specific and, like, pull these exact quotes, but to get to this was a nightmare, even with with the d b t four. But these are these are solid. They’re consistent.

These will pull the exact quotes from your, from your survey data.

I’ll share it. Absolutely.

I’ll show Oh, that’d be great.

I feel like that’s half the battle these days, to be honest, is the work you can get lost in a chat session for hours. And still be doing the work to get the work that you need.

It is. Yeah. And it’s the it’s all about prompt too. Right? Like, it just it’s it’s getting to that point and just under that’s what I love about this though because and we’ll have some fun with with copywriting formulas.

Like, one of the big things on this is when you do your survey or your knowledge base or your your review mining take your reviews or your data or your customer surveys and align them with some type of framework. Whether it’s a story brand framework or problem agitate solution or another copywriting formula or ADA, align the questions in your survey to that formula because, AI is really gonna respond to that because it recognizes pro patterns the beauty of that when you do that is it makes everything else so much easier and a lot more fun. So let’s take problem match state solution analysis.

Okay? What I wanted to do is I wanna analyze it to customer service survey data and I want it to tell me the the the most common problems the most common, agitations, how it makes people feel, and then hesitations as well, and then, of course, the solutions as well. Now this is powerful because, I would actually take hesitations and I would have it analyze, like, the thousands of results and I would have it come back and say, what is the what are the top ten questions that people have, you know, that’s preventing them from moving forward and then I would create an FAQ site on the blog, to address those specific hesitations based off that survey data.

So that’s pretty that’s how you can use it to be strategic.

We’ll go into the this one is a fun one. So what I what I asked it to do is there’s certain we talked about this before where there’s certain, words or phrases that imply, either a problem or frustration.

So that is implies a benefit. I just want as the outcome I’m tired of is the problem. There’s these type of phrases that you can you can identify inside of your customer survey data, and I’ll I’ll share the prompt with that. And what it’ll do is it’ll look at all of the data here Okay?

It’ll organize everything by frequency and then what it presents to you is actually gonna be copywriting formulas that you can use, and then you can start creating spit drafts from this. You can use your your you can use this for Google ads. You can use this for for, your social media posting. But the beauty of it is if you look at this pattern, this starts with telling a great story, okay, then the prompts go in and it it it uses the same framework of a great story.

Now you’re incorporating VOC and then you’re applying more formulas on top of that to tell a great story. Everything is connected, and it’s pretty powerful stuff when you start having a lot of fun with you. You can do with it. Right?

I’ll paste this in right now. Let me just show you.

So let’s pop this in and this is the, which one is this, the tired of, just want so that. So this will look at all my information, all the surveys it’ll look for references of in this case, it’s actually it’s it’s smart now. It doesn’t just look for tired of. It understands that I’m I’m looking for frustrations. And it understands that I’m looking for goals so that it there’s using these as sort of like to get ideas from.

Let me paste this in.

Let me and here’s the the prompt, analyze the the, the data we’re looking for exact phrases Again, it’s gonna pull exact phrases from the customers, and then you’re just you’re explaining exactly the format that you wanna use The great thing about this is you can customize this is if you want as well. You can use different frameworks. Well, let’s see what it comes up with.

And you could have a lot of fun with this with your, your AB testing. Right? Now now you’re using your survey is following a story framework and proven formulas that you’re now using to create VOC, that you’re now using to create copy, which you’re now using on your Google ads, and you’re targeting specific one readers, so it’s all connected. Like, it’s super powerful. Right? Talk about conversions.

And it it it does a great job of, like, aligning stuff up. Right? Like, I can read this right now. He’s tired of the comb over style on his crown. You know, there’s not enough a hair transplant in the crown, he no longer wants it to conceal it with nano fibers. It looks barely thin or not at all. So what’s cool is, like, if you look at the ad, it’s probably gonna mention this and then align it up, right, when it gets to Google ads.

The fullness yeah. Right here. It’s like tired of hiding your crown, get a hair transplant ditches the needs for concealers, enjoy natural sunlight. So, like, that’s how you can get into some pretty cool stuff Right? Like, this ad is laser focused on this specific problem from this survey data using the exact words of the customer. So you can say, oh, you can start connecting things. That’s pretty powerful.

What was the knowledge base that it used to create the art?

The what you’re looking at right now, you guys can see the screen.

Yeah. This is actual survey data from customers or patients. There’s thousands of of survey results here.

What’s the expertise knowledge base that it’s using like a book or, like, what what are you feeding to or is that just in the problem?

This this this right here. So this so what we did was we we sent a survey to all of our our patience and new leads, and we ask them those three questions.

What problem are you trying to solve? How does the problem make you feel?

What solution or result are you looking for and and what would prevent you from moving forward?

That’s all you need to know. And then we use these as avatars to to now we know the specific problem, the sales team creates avatars using it, and then and then this is the database. So when I’m copying and pasting this, in here that you see this link, that’s where it’s getting me in. It’s literally analyzing all of this, and it’s it’s telling. So I could paste it in and do another prompt if if I did this.

Let me just How are you teaching it to write good ads?

Is that just in the prompt itself?

Or The ads is the the proven copywriting formula.

Right? So that’s that’s the that’s the the key on this. Right? That’s the trick. If you you’re just you’re tired of, I just want so that is problematic state solution. Right? You’re you’re you’re you’re kind of like simplify AI loves this stuff because it loves formulas and patterns.

Right? And if you look at this, like, I could turn this easily into a testimonial.

That’s what I did. It’s perfectly aligned. Right? Like just, hey, are you seeing a headline?

Are you seeing, your hair is mostly thinning on front? You notice that it your density is starting to diminish. You know, I I get it. You’re self conscious about your hairline.

You want a more denser hairline.

Right? But you’re you just, like, you see how easily you can you can come up with some great stuff with that. That’s really and it’s all based off actual the beauty of it is these are actual customers. Right?

So you can see how this stuff works. Like, I’ll do I’ll do a, a session on Google ads, how we, we use this to crush the competition on this stuff. And it’s all using we have real data on this. That that is based off of CRM data.

That I can we can prove this stuff is it works like magic. I think someone had a question on that too from Story Brand. If there was data that we could show that using VOC, Yeah. Quite a bit.

This is your secret sauce. And it’s and it’s and if you’re playing with AI, that’s the trick.

Start with your conversion copywriting processes, and there’s a whole what I use is this one, copy hackers, I use Joe’s. Right?

She has a great article on it right here. These are the guides. There’s two hundred of them. You can have so much fun. And just build these into your prompt.

Right? Start with this. And and when you’re gonna and it starts where you’re getting your data from, obviously, right? But it starts with, just align your questions with the the, the proven formula, which is what we did. Right? That’s where it starts.

And then it’s also paid leads or or customers.

And was that that was leads. Right?

This one right here is, this one’s leads. One’s leads. We have a separate one for customers and we get into, you know, like, a little bit bit more detail. We do we are gonna expand on this more We wanna add, you know, why they chose us, your trust indicators, all that stuff, all that jazz.

Why do you use the customer, data for, you know, in a a chat JVT process.

What do we use it for? Like, in what sense? Yeah.

Like, if you use it to ads as well, or do you to you.

Oh, everything. Oh, yeah. The whole we use the whole I’ll do another we do that. I use it for, I I use it for Google ads personally.

So what I do is we have a client. I’ll give you an example. So we have a client. I I can’t say the name, but we get profit sharing.

Right? And so we had a CRM data. We put it inside of, chat GPT and it was directly from the CRM, and then we also had analytics data. We had to look at the analytics and the CRM data, and we use revenue as the the the metric, and we had to tell us, okay, which market should we focus on based off of this commission rate to make the most amount of money, and it analyzed everything, and it to it showed us exactly where to focus, including age.

So we knew the average age was twenty five to thirty six. Now we have a perfect persona that we can use for targeting for for demographics, then this is our psychographic data. So now we know where they are, and what age, the now we have the psychographic, the exact problems that they wanna solve, and that’s how we use that for the copy for the landing pages, for the, the ads, and it’s all the same copy leading, and it’s all based off frameworks. Right?

It builds off one another. Just like I showed right here. Right? So these are the, you know, it starts you build your avatar, then, you know, you can identify patterns but it the common theme is the, is the the the formula.

Right? You can have fun with it too. Tired of is a good one. So that, and then you can start making the beauty of it as well.

If you start looking for these connectors, it it starts connecting things, and it starts telling an amazing story. NAI loves this stuff. Right?

That’s awesome. That’s pretty cool.

Yeah. And I’ll share all this with you. Like, there’s a we’re gonna build more like, this this is a gold mine. Like, this stuff here is, like and it’s all based off Joe’s, like, the foundation with conversion copywriting is proven copywriting formulas and frameworks, and the second secret ingredient is really your your VOC.

And that’s the process. Right? You you do your your research, you create your avatars, you know, from your VOC research. I just did that with you.

Now you have your one reader that you you create your page around. Right? And then you take your formula, ProMage State Solution, there’s your spit draft.

It’s literally it’s the all the hard stuff is done for you, and then it just now you have the what and then you just apply proven copywriting formulas over that. That’s the how. But you’re using VOC to do that. Right?

So it just it makes your job, and this stuff really works. It really works. And it sounds like the customer, right? You’re using the customer’s own words.

As well.

If if we so I do a lot of website copy. Right? Yep. So if I wanted to take basically, what I want to to ask is what tools would I need to create a process that I could feed, in seven to ten PDFs of interviews, get it to extract that data and separate, separate that, the verbatim quotes into buckets and maybe apply, themes to them and then kind of prepare that for a spit draft. Like, is that something that you’d need?

Make full?

Yeah. You’d ex exactly what you just said and exactly what you know what I used to explain what you wanted. That’s a problem. That’s where he that’s what you would put in here. You would say, you you would create a hook. So all your surveys goes out, you would say, I want you to analyze, the the survey results. I want you to create buckets.

You’re very specific. It it it’ll take a while to get there. You’re gonna have to test it. But then you’d say, okay, I wanna create buckets for this specific reason, and then you would test it, test it, test it till you get the output, then you move on to the next step. Right?

But once once it works, it’s it’s really cool.

You have a lot of fun with it.

Would you recommend make for that, or, what was the other one probably?

Or make Pably have your have your fun with it.

Like, it’s not.

There’s different try try to press the cheapest one.

Have a limit to of two step workflows if if you don’t wanna go for the ultimate package.

If you wanna if you just if you look into this try stuff out, I’ll give you access to my account. View.

Is that what you wanted to have?

I mean, I would love that. It’s just I’m I’m aware that this deal is only around for three more hours.

So I’m just trying to figure out Oh, no.

It’s it’s always three more hours. It’s been three more hours over the past three months.

Okay. Cool. Alright. Sweet.

Like, I’ll give you access. You can go in and, like, we have unlimited. So if you wanna try stuff out, but if you’re gonna go for make is is it depends on your budget. Right? You can do everything with this. Make seems a little more user friendly, but exactly what you said you can achieve with both of them, hundred percent.

Okay. Cool. Yeah. Oh, I mean, I would love that. If if you don’t mind, I’d I’d really appreciate it.

Of course. Absolutely. And any any, workflows that people wanna see let us know and we can create them. I work.

Vit knows, he’s really good at this. Jeremy’s good at this as well. I’ll have them jump in and do some stuff and and share them with everybody. Including the prompts.

But just to emphasize this, and I’m I keep on repeating myself, but it’s really to get into VOC and and using AI and and whatnot, it’s all about the formulas.

Like, when you’re getting your survey data, when you’re sending your survey to customers, start with a formula, whether it’s hero’s journey, story brand framework, start with that. Right, and base form your questions around that because it makes things a lot easier, and then you’re naturally telling a story.

From the v the very beginning. Right? And then you’re getting into some real con conversion copy. Right? It makes your job so much easier.

Your team starting kind of with, like, a fresh, POV, you know, like, where you don’t yet have the inputs of a survey.

But you’re kinda using what’s public reviews as a starting point.

We were going back to this, I think, last time, where you could grab some let’s say it’s for a SaaS product g two or Kaptara reviews.

Could you do the work of grabbing that and actually having it’s sorted into these bucket based on those sticky words like problem, agitate solution.

Yeah. You can. So there is a prompt I’ll share. Sorry. Go ahead. Yep.

Yeah. So it’s like, hey, take take what’s out there or on a given product.

And categorize it like a survey would have is inputs, and then use that work to do you know, the personas or Yes.

I have a prompt just for that right here. I’ll share it with you. So what this does, it’s a bit more advanced.

This is exploratory data analysis. It’s it’s I’m not it it’s good. I know it sounds pretty pretty cool.

But it does just that. It, it goes in. The trick is, and I’ll share this with everyone as well, is start your prompt with the knowledge base. Start by asking it. All of these here are this is like a weekend of me losing my mind of like, okay, this isn’t working. And then, like, hey, what’s the error in solving it? So I’m asking it to solve itself first.

Okay? Then it goes in and it does a comprehensive exploratory data analysis, and it does what you’re asking. So you could use this for reviews. Okay? It’s gonna gonna look for problems, agitate solutions, it’s gonna fix files, it’s gonna categorize, and then it’s gonna identify frequency for you as well. And then once you you have this, then you can start creating your data set. So I did just that with this, and then I asked it to create a final output.

You can actually do that is to, you can ask, hey, create a text file that I can download as well, and it’ll it’ll create it for you. No problem.

So when you did the work, like, are you gonna share the prompts or are you gonna share in what remind me? This is an assistant.

That’s different obviously than the GPT.

So we would have to create this assistant in open AI. Right?

No. You can do. So here’s the prompt.

Let me copy this prompt. Let’s do one right now. Show you. So the only problem is if you’re gonna use, let’s say you’re you wanna use the the new GPT four, okay? So we’ll use the the GPT four. You can just you pop it in here.

Okay? And I’ll just use the same data set here.

K? It’ll do the same thing here. The only difference here is that, this is wonky. It doesn’t work all of the time.

But it’s using you see how it’s saying it’s loading Python, all that stuff. Same thing.

That’s that does all of that here. I’m just instead of putting it here, right, I’m just posting it here. Does that make sense?

Mhmm.

That’s the only difference. It’s still a prompt. You have to know your prompts.

But it won’t start in playground?

Part of me?

Sorry. It works better in playground?

Yeah. It does because this is really wonky. Like, this is this is remember, this is meant for, general use. Right? It’s not meant for, like developers or advanced stuff. It’s, and you’re gonna get it’s working now, but a lot of times it times out. It doesn’t or it takes a little while, but you can I like this just because it’s more it’s quicker the other one and I can choose, there’s no limitations on it as well?

So and then once it it’s kinda like cleaned everything up and now you can get, you can get what the, you know, if you have specific questions, you can dig in deep. It’s basically prepared it, and then you can get into all the data that you guys are talking about, you know, prepare you know, I don’t know, to prepare a or which which you can even ask it. What should I what should I do? And it’ll it’ll make some recommendations or something.

Right, define your goals, and then it’ll it can you can do charts visualization, have it downloaded to PDF, Sky is the limit. Right? I’ve used this, the the code interpreter, like I said, to analyze markets, right, and you can cross reference it with CRM data. It’s pretty powerful.

Like, we have we used it to analyze the keywords that are associated with closed one for customers and then link revenue. So we knew exactly which keywords were generating most revenue. So then we use that to import it, to Google ads. Right?

So you can see how it was pretty powerful. That’s how we use it.

A lot of fun stuff with it.

But again, you’ve heard you prefer to build it in playgrounds rather than using the I I do because I find there’s a lot of problems with this and it’s times out and it’s not It’s just I find it’s easier.

It’s it’s cheaper. Actually, that’s another good point. That’s a point. It’s a lot cheaper. Right?

Because if you’re using this, even on the pro, it’s what I think it’s twenty dollars a month, but if you’re using, the playground, it’s it’s cheaper, especially if you have a team. Right? For less than a hundred bucks a month, I have my entire team on it.

And if I would pay each of them pro, twenty dollars, do the math. Right? It’s a lot more expensive.

Yeah. Right. You do you need pro to have access to playground there. Right?

I don’t think so. No. No. Because playground is meant for is API. The whole point of having playground is that you can do custom functions and the and you can you have to use your you there’s API.

You have your API with it, but just you can do a lot more with it. That’s the main thing. Right? You can you can build custom integrations, a lot of that fun stuff.

Even this, like, there’s a layer that goes beyond this one.

That I don’t even the developers I work with, they that’s the realm they’re in. They’re in, like, Python. I tried it.

They get into this realm here.

What is it?

They get into Python coding and all that stuff where you can, I tried it too much, but then they get into custom? They’re building bots right now that connect.

Oh yeah, we’re actually doing a custom bot for copy hackers. So what we’re doing is, we’re using copy actors courses and website as a knowledge base. So we’re optimized as a knowledge base, and then we’re gonna use not playground, but direct API integration to create a bot that you guys can interact with and ask questions and then it’s gonna pull its knowledge from copy hackers itself. So obviously it’s relevant. So our goal is to have that launch, in the new year. So you’ll you’ll something to look forward to.

Damn, that’s cool. Like, a little digital Joe.

Yeah. Exactly. Yeah. Exactly. And it’s, we did actually did one with, as a pilot. It’s actually pretty pretty crazy.

So here’s, ask Jean. This is where it’s fun. Like, you can have some fun with this. So this is Jean Schwartz.

The legend of advertising. And this is his book, but it actually, what are this, what are the are this? He it talks like him too. Right? And it’s actually, it’s pretty cool because it it, in this case, we’re using his, database as a PDF.

Of the book, and it took took us a while to get to it, but it it talks just like him. It’s actually pretty interesting.

It’s accurate too. Right? And then you can use it to, I don’t know if anyone has a copy of that book, read it. I know Chris, you do.

On that. So you can see the GPT, the knowledge base we use in this case was, the which one was it? It was his breakthrough advertising. And then I also put, his leading headline formulas as well. So you can it’s actually pretty cool. It comes up with some really cool, really cool stuff.

Any other questions that any and anyone else wants to see as well that, we can build out or especially with Evoc research.

I’d love to just get to the point where I could try and build something in because I’ve always just used chat GBT or the team GBT, like my version of that was team AI.

I haven’t actually built anything. So is there a video or a link of anywhere that you’ve seen that’s a good source to say, hey, like, let’s just get get one thing built and bring it maybe to one of our sessions on this, and then we can ask the questions because it’s kinda one of those It’s a lot of information, and I’m just trying to figure out what what could be a task that’s simple to build in the playground area.

Do you want to Yeah.

Well, do you wanna collectively decide on what you want to automate or build? And then, we’ll build it and then do a, share the soap and then a video and then we’ll have a session and walk through it. Would that be help?

Yeah. Yeah. And if we could get the, like, the over the shoulder in advance where we could come having built it and then we have gone through the struggle or the wind of it. That’d be great.

Yeah. The the main thing on this is always remember it’s just you have your, paint on, you know, on this. Like, you the the main thing is you have when you’re getting in the automation. It’s just it’s just to think like this.

Right? You have your you have your data here, like these are surveys or what they are, you’re gonna feed this into open AI. Okay? You’re prompt is gonna instruct Open AI on how to format that information, okay, then you’re gonna use something and some type of other action to do something with it.

It could be publish it to my blog, publish it to GMB, create create social media posts and share them across social media.

But it it starts sort of that’s that’s the step, but it really hinges on your prompt. Right? You still have to, and that’s where you use your your proven copywriting formulas. Right?

That’s kinda where I’d love to know what the endpoint is and then build the the from the beginning. So, I mean, social media for me would be one area that I’ve been, you know, using a g I’ve created GPT, but it’s not automating, and it’s still a little finicky in my tone of voice, but, like, I really like, for example, the way Justin Walsh, if you know him.

No. What is he, his style or his, his posts?

Or Yeah.

Like, he’s kinda about Guru that comes out on LinkedIn as like the LinkedIn operating system of how to, you know, create post, viral posts.

So he has a formula that he recommends like a framework?

Yeah. He does. Yeah.

Okay. So we can use that framework and and align it to the to the, the knowledge base and then you could spit those out. Right?

Yeah.

As long as there’s a formula or framework, it’s not a problem. And then you’re just, like, you could take this. You could you could I could put this in right now and ask it to Let me do this right now. So here, right, you know, I don’t know, three, Facebook, posts, linking to the success story.

Right? So you can it’ll take that, and it’ll do that as it’s, obviously, this is it won’t be perfect, but that’s that’s how I would use it. And then you just this what I’m showing you right now would be that second step, right, in the in the process where you’re you create the prompt and is gonna take the data. And then the third step would be to post this across your social media channels.

Yeah. That would be great. If we we could do the work of, like, getting that. That would check check off one of the boxes that we have to accomplish in queue.

For sure. And it’s so powerful. Right? Cause you could have, like, you have your it’s all based off of a framework. It’s real customer data, it’s real voice of customer. And it’s all related. The ads are voice of customer.

The it’s it they’re I love how powerful that is.

It leverages, like, AI is greatest strength kinda like you’re saying about pattern recognition to apply it to, like, proven formulas based on psychology. So it’s just insanely strong.

Hang go. It’s it’s exactly what Joe teaches. And this is the What I’m showing you right now is the exact way to use AI. Don’t it’s it’s still in the end of the day hinges around proven copywriting formula.

And using VOC. It’s it’s the basics, but leveraging AI. And it makes our job a lot easier. Right?

Like, I don’t I there’s I’m not a data analyst but I promise you with knowing copywriting formulas, I can produce some pretty cool stuff that is gonna make a lot of money. So I understand.

Yeah. And it’s crazy because a lot of people hear them and they have, like, mixed feelings about AI, but I think when you’re leveraging it properly off of its core strength, which is those pattern recognitions in it’s placed in that framework. It’s just crazy strong.

You got it. And here’s another framework, so what prove it. So I’m doing, gonna do a presentation on it where it’s a copy editor. Right? So if you wanted to there’s a lot of people say use use AI to have it edit your your copy, but you need to be more specific Like, you can you can ask AI to look for any mention of a claim inside of your copy and then to stop and, like, ask you a question and then add a benefit it and then recommend some trust indicators to reinforce it. So that’s how it’s powerful. You can build all this, but it again, it hinges on proven copywriting formulas, right, and building out your prompts.

Yeah. And I really like how you’ve, like, pulled out so much data to be able to get, like, the goal, like, If this, then that, or it’s, like, one that comes to mind would be, like, love win, you know, like, for for, like, a goal statement. Right? Like, anytime you know, that you’re gonna get something good out of it.

So You got it.

And it’s I I promise you that you can get the best copy just from, like, get some survey data and just look for so that.

Or hit I promise you that is gonna give you amazing sticky copy. I’m tired of worried about all of that stuff. That’s your state.

Hate win, exhausted with, whatever it is. Right?

Exactly. And look for so those are pain points. That that’s a great point, man. So you have, like, you have your your synonyms, there’s synonyms, there’s adjectives.

So instead of thinking, hey, I have all this data, how am I gonna find my problem and, like, get this, like, sediment, negative, neutral. Forget that. It’s like, okay. What what can I look for?

I wanna look for synonyms that indicate pain point frustrations and problems. I wanna use look for adjectives. I wanna look for, phrases like you’re tired of. So you’ve you’ve simplified it But just by the very nature, these power words, these adjectives, they’re gonna be sticky copy.

That’s the whole point of power word. Right? You see it on getting at? Yeah. That’s the whole point.

And you’ve simplified it, and you’ve made your job a lot easier. Like, even if I go into here, man, like, you can see, and this this pulls it exactly from it. Right? Tired.

It destroyed. Like, at the look at this.

Right. Exhaust.

Riddled by. Riddled or ridden by. Riddled.

Like, that’s when you’re, like, oh, man.

Yeah. Like, I used to be good looking. I’m tired of restricting myself from the things I enjoy. Are you tired of restricting yourself from the things you enjoy? Like, it this is a gold mine stuff.

Oh, yeah.

Yeah. It’s so easy. I’m not a copywriter. Make no mistake. I’m a direct I’m a direct response marketer, but my secret is, Joe, and her conversion copywriting formulas and just using AI and using voice of customer. That’s Yeah.

It’s it’s honestly fascinating and mind blowing I know it is.

Hey. Well, you have a lot of fun with it, Hey. Yeah.

Shane, do you have, do you have, like, a list of those, those synonyms that that we can use to to that you use to identify pain points and, and struggles and frustrations.

Absolutely. I had it, I actually built it.

I over saved it though. I actually have them for you here. I put them in to, identify pain points right here. So I actually saved them all for you here. So this is your you’re seeing this this is the one of the prompts. It’s carefully examine.

Look for exact wording, full context. And then it’s look for synonyms, reference points, and then these are you didn’t you don’t have to give all of them. It starts recognizing them. And then these are the type of synonyms aggregate.

And you can do this with outcomes. You can do this with frustration. So those are your frequently asking, questions. Like, you can do tons of stuff, the same concept.

And then, oh, here’s the example. So I asked it to to look for that information, and then you can ask it for a I I downloaded it expire, but then you can ask it for an output, and it’ll give you and then you can download it and share it. And you can ask for a CSV format, Word document, or even a text file as well.

This is great too.

Yeah. I I’m now going okay. Now what are the steps I need to take to building? That that’s the part that, like, what are the pieces of the puzzle that needed to put together.

I know.

And And that’s where if you could give, like, a quick over the shoulder.

Okay. Hey. Start here. Let’s go of this, and then we could build one and then come in because I always find within the build. That’s where the that’s where the hiccups happen for me at least.

Yeah. And we can learn if if yeah. Come tell it. Let’s let’s agree as a team, like, hey, this is what we, you know, we’ll I’ll start it in Slack. Let’s start with this. We’ll build it. We’ll learn from it obviously because we’re gonna learn by doing and and apply this approach and try to automate something.

Maybe look at part of the VOC research, something.

To get to get it so there’s an actual deliverable, because in the end, it’s like either a landing page and add, social media post, but it all hinges on voc research and and formulas. Right? Yeah.

To do that and and we’ll automate it and we’ll use these tools. We’ll use AI plus these tools. Pick which one we wanna use probably It doesn’t matter to me. I’ve I I do know probably we we can use the other ones as well. I suggest we stay clear of this for now because I don’t see any of us using schema for now. It’s just not ready.

And from seeing this right now, like, here, this is The talk right now is, like, your agencies are getting into this and they’re having to work with developers.

I’ve heard a lot about probably, like, like you said, I come from the appsumo world of things where you kinda buy live from the app deals and then you just keep it your toolkit.

Yeah.

So I’ve heard good things. Pabley is sort of the one that gets referenced a lot outside of that.

Yeah. It’s, it’s up and coming too. Yeah. You can do quite a bit with it.

Does it’s all the same though. Right? It’s all it does the same thing Zapier doesn’t. If you can you snag the deal, you’re gonna you’re you’re gonna You’ll save a lot of money too. So, yeah, so let us know if you wanna see with PABley. Sorry. What’s that?

I’d even love to start doing automated form builders too. Now that we saw that.

Automated form builders in what sense, Well, like, so we if we go back to a sales call where Christie had shared her sales, like, when she has a link, she pushes and asks for a survey to be cleaned completed before she actually takes the call.

Like, all of that becomes gold mine too.

If we could automate that in Yeah.

Yeah. For sure.

Hundred percent. And that’s yeah. I agree. And you can use that to create your your one reader and you print it out.

Like, we literally print those out before the before the, like, we we use active campaign for ours and you can you can actually save them as a PDF and, like, that’s a salesperson’s and ask add Joe’s question to the beginning too. Right? You know, what brought you here today? Now you’re sitting in front of the person and now you know the stage of awareness, you know the exact problem they wanna solve, how it makes them feel, the exact outcome they want, and every hesitation they have about moving forward, like, come on.

Well, and then you can use that for social posting as well.

Yeah. Exactly. Now that’s that’s the the the key. Right? It’s it’s so powerful. This stuff works. I’ll do a presentation to show, like, that we have the data to support this.

So because we have, the questions that Christy shared with us. I I pulled together a quick soft from it. If I shared that with you, would we wanna just huddle on, like, hey, what’s the ultimate on, like, the way to closed because if we could automate like you’re saying the way you intake from surveys and, prospecting and interests, and, you know, keep a goldmine of that, and then you can use that a bit of your your VOC, in addition to attracting who you want to attract.

Yeah. If that’s, yeah, as long as yeah. We let’s let’s define the goal. Let’s align up the the the qualification. So the thank you page is qualification survey. She’s using it to to qualify, to go on to the next step, but let’s align that with a formula, some type of framework whether it’s hero’s hero’s journey something, and align the questions to that so that that’s the first step. And then we could use AI to start analyzing that, as well and look for patterns.

For sure. Well If that’s the direction you guys want, absolutely.

Do you wanna do three scenarios of what we’ve talked about? And then we could vote on the ones that we want, the one that we wanna do.

Sure. What what’s the other, do you wanna agree right now the three scenarios? Is there any is there any specific anyone wants to see?

Or I think for me, all I would like is something where I think it’s just helpful if we all have common knowledge of baseline.

So like whenever we’re getting more complex, you can always say to us, okay, let’s go back to that build we did way back when it was our first one. And if we think of it that way, then we can bill. Do you know what I’m saying? It’s like the baseline that and I don’t have enough experience to know what that looks like exactly, but I feel like if you’re able to always reference back to that one and we build complex complexity from there. That might be helpful just for the whole group being on the same page, I guess, while also learning. Does that make sense?

That’s a that’s a good idea. I really like that. Like you said, if you ever get lost, so this won’t work unless this works, so let’s back to the basics on what we’ve been proven and taught. So that makes sense.

Exactly. Yes. Thank you. I appreciate that, Nolan.

Yeah. No worries.

So we all wanna automate and it just and so we we we understand what we can do now. We’ll get more into the into the how the the specifics and then the angle if everyone wants to take there’s different ways we can do it. You wanna focus on sort of the PABly and the make option where it’s not a direct integration, but you can still do the automation stuff. That’s that’s where I see most of it going, to be honest, like this approach.

This is what ninety nine percent of of businesses are gonna do. They’re gonna go this route.

We use Pably and then test it, you know, either through yours or we we buy it because it makes sense?

Sure. Yeah.

We can test it.

We can try it and make as well. I can We can try different versions. I can tell makes a little more user friendly, but it’s the same concept. You just you’re creating your prompts.

Right?

So we’ll the process I can see is, you know, we need to we’ll create our map, you know, what we wanna happen the steps just like we’re doing a sales funnel. And then, we’ll build the assets for each step, so the webhook, the the prompt, and then this will be, a webhook as well. And then just I think once we understand those steps and how it all works, then we can start. We have the basics and we can build on that.

So what model I guess the question what you are asking is what’s the source data? Like, do we wanna do thank you surveys? Do we wanna do incoming new client surveys? Do you wanna do voice of customer, that comes from Kaptera. I think that’s the question you’re asking, Shane, like, what’s the source data that we want? And then the idea would be what what model we apply to it, like the hero journey, the, past the you know, the different framework that you were suggesting?

Yeah. What’s the goal? Like, we can do if you want. So we’re actually working on something as well.

So, what is it, the story brand? So what you can do so I’ll give you an example of something we could do. K? This this will actually be fun. And actually this will actually challenge my team.

My story brand, is to I think it’s my is it my story brand? Yes. I think it’s my story brand. Yeah.

Here it is. So what you can do is just to give you an idea. Okay. So is is everyone familiar with, story brand?

At all?

Yes. Yep.

Okay. So how you can leverage story brands? So this right here is a framework. This is a it’s a formula It doesn’t quite it follows the the same now of the greatest movies of all time.

You know, character starts with a problem, meets a villain, all this problem. You can take this and you can create a formula. So what you can do is you can create a survey that follows this formula says, hey, what’s your problem? Hey, what options have you considered all that good stuff?

Send it to open AI. Open AI organizes it and then sends it to this tool and auto populates all of this for you, and then you just need to print it and send it to the client. So that’s stuff you can do. We’re creating something similar not in using story brand, but like hero’s journey.

But we’d wanna see, like, what’s the ultimate goal? We can automate stuff, but what is it we wanna do with that deliverable or what we’re gonna produce. Right? What do we wanna achieve from it?

I like the hero’s journey just because it is copy hackers.

Sure. Yeah.

We can I’m I’m I’m open to whatever, you know, the input in the the formula is that everyone wants to apply to because then I think where it gets applied to, you can decide.

Is it a landing page? Is it social? Is it a web, you know, etcetera? But I guess Oh, that’s a good point. The data?

Yeah. That’s a good point. And then we can decide to actually, that’s a good point. Because we can decide on the we have the type. We have the framework. We’ll automate collecting it, and then we can do different sessions on how to now what do we do with this?

Yeah.

We can create a landing page, spit draft. I hear I see. That’s a good idea.

I like it.

Does that work for everybody?

Yeah. Yeah. I would personally there’s two areas that I’m interested. So if you wanted to cool the group and see what they were. Like, I love using existing reviews or anything that’s public out there that you can turn into gold.

That’s a thought. And then or that survey, this the survey questions, like, that, Christie gave us that you can use when clients click, you know, to set up a call.

Sure.

Or, you know, if other people help the other ideas of the data source?

If we can use okay. So no extend let’s say you wanted to use Amazon review mining, just the you can use those datasets, but then use sediment to sort of figure out like, put the the negative into the frustrations.

Like, you you can still you take those reviews and you can categorize them yourself and then or you can put everything in and AI is pretty good at that to sort of take all this data, organize it by, you know, promagitate solution. It’ll do that and then that you can work with it. But the the point is to start with that organized, data set, if that makes sense. Yeah.

That’s key.

That’s that’s the ticket. That’s what I found most effective, then it it it loves it because it’s it loves that stuff. It’s, like, it loves forming. It’s like, like, Joe was thinking ahead. Like, the where the industry was going, like, it’s just the It loves formulas. It loves frameworks. You’re just feeding it exactly what it wants.

Get all this fun. So many things, Aye? These are just frameworks, formulas, and you’re just overlaying. That’s literally the process. You’re just using VOC research, and you’re just you’re applying these formulas. It’s all that is.

Yeah. And it’s important that it really just makes sense because it’s just based off proven statistics and data. That’s why it became a formula. That’s why it became a framework. It’s because things worked time and time. Again, it’s just battle tested. You know?

Exactly. Pitch or promise, like, you’re painting a scene, like, that that tells you exactly, you know, everything promise problem, like, proof these are just your your trust, your your point of difference. Oh, there’s something as well where, there’s another survey I’ll I’ll give some ideas. So we’re actually there’s another survey we’re creating. So we wanna find the point of difference benefits.

We’re using it to develop our USB, and a few other things as well and actually have it recommend.

So let me pull it up. We’re gonna have AI recommend this. It it’s not hundred percent right now, but basically to create an avatar from all of the VOC data that we can use for marketing that includes demographic and psychographic data, and then we can use it across Facebook. We can use across Google ads and it’s pretty detailed.

So it starts with, like, identifying. So how this would work is analyze the CRM data and tell us the most profitable service based off revenue. Okay? Then look at those services, under there.

I want you to analyze the average age we already know we got this down right now. It’s twenty five to thirty to thirty five to twenty five to thirty. Okay. Mail, gender, we have all this because of the CRM.

Then we have it the information there, where are they from, where they participate. So you can see how you can start creating some pretty powerful stuff with this. Right? And then you have your hesitations, the outcomes, all this other stuff.

These are just the formulas. Just the formula. And then it could actually recommend some hard offers and and soft offers and you can actually get proof and, your u s p. Right?

It’s not the this you can get all this from survey data. Right? It’s pretty cool.

No. Yeah. This is awesome. For some reason, instantly, it comes to mind, like, russell brunson’s dot com secrets.

Like, when he was formulating how to, like, thrive on his business, he wanted to have, like, a picture of his dream avatar next to his, his computer. And, like, five or ten years later, whatever, after, the click funnels became, you know, super prevalent. He, like, found himself surrounded in a room by literally people that looked like that. That’s true.

Yeah. It’s true. I I believe in that stuff, man.

Like, I I won’t get into the I know it’s getting If you know them to that tee, then, yeah, that you’re gonna attract them eventually, you know?

Yeah.

A hundred percent, man. It’s very true.

Yeah. Even the book during the launch by Jeff Walker, I believe. You know, it’s a proven model too of, you know, launching as well.

Yeah. Everything everything is in some ways a model, that you can see from and so Jeff Walker, he had, launchy dot ai. He basically built, for his process. All of the proms and was selling in on Black Friday. I didn’t I wasn’t it was interested per se, but it’s that idea of you can actually do what he does and and similar to kind of the bot that you were thinking of for copy hackers. He actually put it step by step. So it was all of his process.

Your avatar, you know, your, pre offers, your you know, fresh off your crushing offer, your, like, every single every single step gets, pretty populated.

Bango.

It’s smart. And it it’s all, like, you can’t ask for anything better. Right? And it’s all based off of real data, real voice of customer, real formula is proven, and it just layers upon each other. And then you just do your split testing, and that’s it. And then you can even narrow it down.

Time, you literally just become your your client or your customer, you know. You literally just are them.

Yeah. Yeah. And you can you can use it to the to break it down by stages of awareness. There’s your buckets.

Like, we do that with Google ads. Right? Or we we do I’ll I’ll do a session on this that one of the sites that Jill is talking about. So we call them authority sites.

So an example would be, I think I talked about this Botox. Right? Botox for sweating. And then you have your FAQ, your your origin story, your, your process, which is like how it solves that specific problem, and Just by doing that, your site is targeted to the different stages of awareness because now you have your blog.

So then you you create questions about sweating on your blog, you connect it, you create a dynamic campaign with Google ads. Now you have campaigns driving targeted traffic around a specific persona using real voice of customer targeting each stage of awareness sending it to a funnel that you’re now qualifying and building your list and nurturing based off of data that you you sell. This is powerful. It’s it’s like it’s gets global.

Literally as specific as you can get.

You’re literally in you’re invaded into their mind at that point.

No. And at hundred, you’re literally in the mind of the customer and how you’re leveraging it all to come together. It just, like, it’s mind blowing. And there’s, like, when customers sit down in front of you and they’re, like, or when yeah.

I totally get it. Like, yeah. You get me, man. Like, that’s that’s the biggest thing.

It’s like, or you’re talking to a customer and they’re like, you’re like, yeah. Like, he sounds just like me.

It’s like and then you’re remind me of, like, if you guys seen step brothers, like, hey.

We did we just become best friends? Like, yeah.

You’re you’re literally this is, like, forget, like, what do they call the well, serve the, you know, they, the groups where they sit down and they I forget what they’re called. Anyways, they’re you can get you can do anything with this stuff. I love it. This is, like, this is where I geek out a bit.

It’s insanely fascinating for sure.

Yep. So does that is that helpful? Like, I’ll I’ll put some lists. Yeah. Absolutely. We can start I just wanna emphasize one more time.

Like, the it really hinges on, your dataset, which is your knowledge. It really hinges on formulas. Start with a formula formula formula formula, formula, start with a proven one. It doesn’t matter what it is, but start with something hero’s journey is a really good one.

You can you can use hero’s journey for anything. You can use it for qualifying, add a couple of questions here and there that you if you wanna further qualify by budget and whatnot, but make sure your surveys and make sure the the what you’re using to collect the data tells a story. Right? So align questions with that proven framework.

That’s how it starts. And then everything you build on that moving forward is is gold.

Well, does the group want me to share what I collected from Christie? Like, the questions and the soft that she did for her sales call.

Sure.

Then maybe there’s better questions, or additional questions that help the group from that a starting point because you’re right. Like, you gotta ask the original questions in a way that’s tell the story. And I think Christy did a pretty great job of that when she built the survey.

That’s gold. And then just think think ahead. Do you know what framework she’s using or formula?

I don’t know that she connected it. I I think she just, but it’s a good question for Christie because she took us through that sale like how to land clients.

Maybe that is the extension of, like, evolving what she presented in combination with her and say, like, actually, yeah.

Okay.

Yeah. The next step is like what formula do you put it through? Maybe the hero’s journey so that when you hop on a call, you’re basically telling them everything as a solution and what you do to support based off of what they provided

How to Systematize Your Business

How to Systematize Your Business

Transcript

What we’re gonna cover today is is systemizing your business. And there’s there’s two approaches to any project or way of or so, oh, sorry, of any task or project that you wanna do. There’s a there’s a product way and then there’s a system way. And what I’m gonna do today is cover both.

Starting with project thinking. So, you know, this is from the project management Institute. So a project is a temporary endeavor specific start and end date. It produces a unique result in service.

It’s a set of structured tasks, activities, deliverables, executed to achieve a desired outcome. That’s the official definition of a project.

Definition of a system is an organized and structured process designed to be repeatable, de delegatable.

Say the word, potentially automated facilitating consistent and scalable results. So the beauty of a a project in a system, if if you if you really look at that closely, they both achieve an outcome.

Whether you take a project approach or a system approach, they’re both gonna achieve the same outcome, but with a systemized approach, there’s an added benefit of it’s repeatable.

You can delegate it. You can scale, and more importantly, it’s also consistent. So keep that in mind as I as I go through the, the presentation with you. Projects and system both achieve the same outcome.

It’s just the approach that you take, when you’re you’re trying to achieve that outcome. Okay? So, if you look at your business or any business that you’re starting freelancing, truthfully, it’s just a system that runs off of processes and procedures. So it’s systems within systems, and we’ll cover more of this as we go through, but that’s all it is.

We’re gonna go through, an example project. So I’m gonna I’m using two projects. One is cleaning a bathroom. Another one is cleaning, sorry, cooking, Thanksgiving dinner, then we’re gonna approach, a marketing plan as a system versus a project, and I’ll show you how we use this in our agency to productize. And then we’re gonna approach the authority plan that we’re working on now as a system instead of a project and sort of how it all comes together. Okay?

So if we’re approaching clean the bathroom as a project, we’re gonna create a typical gantt chart. That’s that’s one way that you can you can organize it. You break down the tasks, you you set a time, and then you you work on each task.

Another way to do it is, an action plan.

To clean the bathroom. It’s you start with your smart goal, you break it down, you decide on your action steps, you assign who’s responsible, and then you work on each one at a time. This is a little closer to a system, but it’s still project thinking. Okay?

Here’s another example of cleaning room. This is a a a con bond board. You have your to do doing review done. Each item under to do is a task that to complete it. So that’s project thinking.

Here’s another example of project thinking with cleaning the bathroom. This is a work breakdown structure You start with the high level deliverables, and then you break down each task, and then you work on one at a time. So that’s that’s project thinking. Now what we’re gonna do is we’re gonna approach cleaning a bathroom as a system, and the difference is subtle, but it it’s an important one. So A system has three components. There’s an outcome.

So the first step is you define the outcome. The second, there’s a process. So you outline the process, And then the third is you create procedures for each step in the process. That’s that’s how you make a system.

So we’ll go through this now. Here’s a little formula that you can use to help create your systems. If I process, then I’ll I will have successfully outcome. So let’s apply that to the bathroom.

If I clean the sink, the floor, the bathtub, the toilet walls, then I will have successfully cleaned the bathroom. So you have your process, you have your outcome.

Here’s a another example, a system on how to clean the bathroom. So the outcome is clean the bathroom. The process is you start to put the sink, the floor, the bathtub, the toilet, the walls. Now the difference now is that for each cleaning the sink, cleaning the floor, you have a procedure.

So now you have a how to clean the sink, how to clean the floor, how to clean the bathtub, how to clean the toilet, how to clean the walls and combined, you have a nice system that I can delegate to my son, which is how to clean the bathroom. I give him this instruction manual, he knows exactly what to do. It’s consistent. It’s predictable.

It’s scalable. That’s the difference between a system and a project.

Another we’ll give you an example is if I have a project, if I have a process, then I will successfully outcome is the formula, If I create a guest list, select a turkey, do the grocery shopping, cook the turkey, set the table, then I will have successfully hosted a Thanksgiving meal for my family.

Let’s approach this at a system, a system on how to host a Thanksgiving meal. So the outcome is host a Thanksgiving meal. The process is guest list, menu, groceries, turkey, table, but the difference is now we have how to guides, or you call them soaps or whatever whatever you wanna call them on how to create a guest list, to create a menu, how to, purchase groceries, how to cook a turkey, how to set a table, and that’s a system that now you can delegate to AI.

Same thing, which is actually, a thing right now, by the way. I don’t know if you guys saw this or not, but there’s a a robot that’s coming out right now that’ll actually cook you meals, which is really bizarre. Elon Musk just announced it. So that’s the difference between the oh, sorry. Go through here.

Oh, sorry. Where are we here?

Okay. So let’s let’s approach, a marketing plan as a system instead of a project. So this is an example of, a marketing plan that we implement for clients. We have a couple of key clients and every every client that we get, we we start, of course, with a a marketing plan and we break it down into different phases and then we sign a different deliverable.

Now if we took this as a project approach, what we would do is we come up with the the project plan, we create a gantt chart, We go through the gantt chart, but we’re gonna approach this as a system approach. Okay? So the first step, what we wanna do, and act actually gonna go through it with you right here, This is a live, setup of the actual client account that I’m showing you right now. This is a trello board. If you click through, you’re gonna see here the marketing plan, which I just showed you pulled up.

Now this isn’t a marketing plan, this is a marketing system, and we’re gonna apply that formula that I just showed you guys. So the goal, our goal is twenty five hundred patients. Okay? The process is the avatar, the USB, the GMB, and then the procedure If you click on this is now gonna be if you open it up, is gonna be a how to guide an optimized to optimize a a GMB profile. So open you up right now.

And these are all the steps from a to z, including a video, what to do, and it’s just a checklist. Okay? So that’s an example on how we and we do with this with all our clients. You can see that anything that’s done If you open it up, it links to a process.

Alright? And it’s part of a plan or a system. In this case, it’s the it’s the the marketing plan itself. Okay?

Does that make sense, everybody?

Yeah. No. Okay. Kids, we’re good.

Let’s do let’s approach, Joe’s building a an authority plan as a system versus a project. Okay?

You can approach this like a lot of people would is they would they would take this and they would say, okay, I’m gonna create a gantt chart. I’m gonna do this. I’m gonna do this. If you approach it as a system, then it’s the same thing.

You know, your goal is to it’s a process to achieve celebrity status. So I’m just giving a couple examples is I’m gonna develop my USB. I’m gonna launch a sub stack newsletter. I’m gonna start a podcast, then I will successfully achieve celebrity status in my one thing.

So that’s the outcome. This is the outcome where Joe has here. The process is just here. It’s you’re putting these into the steps and the procedure One of the things that I have here is a a evergreen funnel. So if I click on the evergreen funnel, that is literally a procedure, a soap, whatever you wanna call it, it’s a step by step guide that I can, delegate or automate at some point in the future. I just wait it opens up.

And it goes into detail on all the steps that you’re kinda like building down. Now this is, this is an example of a system. I wanna show how this kinda works, how we use it, sort of how it all comes together. So here is here is the the structure in an example, say, if you had a company, you have your finances in admin, you have your operations department, you have your sales and marketing department, and then each of these is a how to guide.

Okay? Now this right here is how to build an authority and achieve his celebrity status. That is Joe’s plan right here. Okay?

So this is your your system within the system, but if you scroll down, here’s your process, which is I’m gonna develop the USB. I’m gonna create the signature. Here, I’m gonna launch the substack, and each, step in the process is just a how to guide. Linking back to the Evergreen phonologist I showed you.

So that’s kinda how the business runs. Each of these is a system that then links to either a process or another system. And the advantage of that is I’ll show you how we we kinda comes together another opportunity. So here’s here’s a an example of, a process turned in a productized service.

So we have a system on how to launch an authority site. Okay?

That system within that is a process within the system because one of the steps that you need to do is you need to do an SEO audit Okay?

That we turned into a productized service, which we do for clients.

So you’re gonna see when you when you build out your systems within or you’d have a process, you can turn a system into a course.

An example would be Joe. You have a course on, guest posting and blogs. Correct? Yep.

Okay. So that would be how can we relate that? So if we approach this as a system, it it I would change this and say, I’m gonna guest post, which, of course, is in line with what, Joe suggests you do, then I’m gonna add that as a process. And now I’m gonna create a guide on how to do a guest post.

And I’m gonna document that guide inside of my system So now it’s repeatable.

And I can delegate that. I can automate it.

And I’m not gonna sit there and say, oh, how do I start? I’m not starting from scratch. But the advantage is now I can turn it into a course, which Joe just did. And on top of that, I can also turn it into a productized service if I want to. So the subtle, it is it’s a subtle difference, but in a nutshell it boils down to when you do approach something, make sure that your you’re approaching it as a system, not the project, with the key difference being instead of a project plan, create a guide or if you wanna hate calling it a soap, but an instruction manual that teaches someone the exact step by step process and how to how to do it.

And I’ll show you how what I would do in my in, in calendar right now. So here’s my calendar right now.

Say, and I’ll this is how, sorry, you’re I don’t do theme. I do time blocking. Right? So building a system, one of the goals is you wanna build on your authority status. So what I would do is, okay, that’s a system. I would block out time to do that. I would link to the system I’m creating, which is which is just a it’s a how to guide for now.

And then during that block of time, all I would do is work on the first step work on that system, which is what what I’m talking about, and that’s going through each step. So let’s say I was working on my Evergreen funnel, This way while it load while it loads.

As I’m working on my evergreen funnel, I would be turning that into a how to guide at the same time.

Right? Does that make sense? I’m not just I’m not just doing it, but I’m documenting each step of the process for that step within the system.

And by taking that approach, at the end, you have a step by step instruction manual that you can send out. You can automate. You can delegate to your team. Most people would take the approach where they’re just gonna sit down and they’re just gonna they’re gonna hammer it out.

Right? They’ll do an action plan or a gantt chart or some type of project plan, and then it just sits there. So do the same thing, but approach it as a, like a instruction manual, call it a soap, whatever you want. And then you can you can start, systemizing your business.

So that’s how we tackle everything in our business. Like, we start with our main our main sections, each department, no matter what it is, it’s a how to guide. Anything that we do, it’s a how to guide. It’s documented following that that process, and then, of course, you can delegate and, hand it off to your team.

The habit I was talking I don’t know if you guys wanted me to talk about this. So here’s reclaim that I was talking about the the, the AI scheduler. What’s cool about this is that you can put key habits down, and you can say, okay, I wanna work on building my authority status for, like, ninety minutes a day, it’ll look at your schedule, and it’ll it’ll block in time when you’re you’re gonna you’re gonna do that. And then literally, you just you link build out your system.

You work through it one at a time. We do the same with our our team meetings right now. So we have a team meeting. That is a system.

On how to hold a team meeting. If you click on that and you open it up, it’s how to hold a team meeting. Right? And on in this, it gives step by step instructions.

And at the bottom as well, you can you can link it to the examples. There’s a the last team meeting that we had.

So it’s a slight it’s a it’s a different way of looking at it, but it’s it once you think as a system and you start thinking processes, and documenting the processes, then it opens up the door for everything, especially the delegation and the automation. The agency part that we have here I have two people, managing. This this is six hundred thousand dollar business here. It’s run by Jeremy and it’s run by JR. And everything they do has a system. Okay? Here’s the system on how to optimize your GMD profile.

That my job is to create the systems, create the processes.

That’s like working on your business, not in the business. Their job is to work in the business and to apply the systems that I create.

Right? And once you start thinking like that, you free up tie your time to work on the business.

Then you start having fun because, like, you can literally affiliate marketing as a system. You just have to put that together. Joe’s framework is a system. Right, is what it is.

And eventually, you will we can package that. And there you go. You have a system on how to achieve authority status. You can rinse and repeat your book let let’s take publishing your book.

Right? Don’t just take that create an action plan. No. Create a system on how to publish a book.

Right? And then document that step by step, use that structures because if you need to publish another book down the road, you just need to follow that step, but then you can turn it into a course if you want to.

You’re doing the work anyways, but take that extra step to document each each phase. And it of them are gonna be more detailed than other. Like, this is creating a process plus documenting each step. Some of them have videos, some of them don’t, some of them aren’t as detailed. But it’s it’s enough information where you can hand it off to someone and say, here you go.

So the advantage is, of course, each of these can be a system it can be a process within the system. But the point is if you wanna share this, you can share it. If you wanna share if you wanna share the whole system, which is this one, you can share that.

It really depends, but that’s that’s the in a nutshell.

Does anyone have any questions on that?

Does that make sense that the the project versus the system approach in the mindset?

I think mostly, for me, I still see so much overlap like a system when you talk about a project versus a system, I get it.

When I see it on the screen, I look at it and go like, with still feels like a project. So what makes it is this can a system I guess I’m just I’m still looking for a little clarity there.

Sure.

It makes sense to me, but just like Jessica said, I’ll just rewatch this after so the pieces kind of come together, I think, for me.

Yeah. It’s kinda like it’s a meant okay. It’s a mental shift. So let’s let’s take a project.

Okay? So when people break down a project, let’s take a a book. For example, when you publish a book, you create an action plan, and then you work through through each step. It could be, you know, chapter one, chapter two, whatever it is.

You’re not what do people do with that afterwards? They they file it. They don’t do anything with it. But it’s take that action plan, take that that those steps that you’re doing document every step of it and turn it into a how to guide.

It’s a subtle difference, but it’s a it’s a it’s a powerful one. Right? And by going from action plan or gantt chart to how to guide, it forces you to sit there and say, okay, I’m gonna do this, then I’m gonna do this, then I’m gonna do this. Like, take an axe, evergreen funnel, You can approach it like this where it’s step one, step two, include examples, include how to videos, you’re gonna do the work anyways you can just create, like, a an action plan, and here’s the deliverables you need to create. But let’s take the convert the the high converting landing page you could create another how to guide on how to create a landing page, and then you could link to that within this system.

And if you start, you you gotta start from, like, somewhere, but eventually over time, you’re gonna have systems within systems, and your whole business is gonna be how to, like, how to do a budget how to do a team meeting, how to do a landing page. And then once you get to that level, then you can truly start delegating.

And and I’ll show you our WordPress, let me do our knowledge base here.

There we go.

So if you look at our WordPress support for us, so we’re launching WordPress support. Here’s a onboarding system for managed WP.

Okay? When we onboard it, when we onboard, clients, we have a process. Right?

Then it’s broken down. There’s different steps, and then each of these is a system within that. It’s a process on how to do that a step by step guide. So now when we work with our team, I can delegate this, which is the how to guide, or I can delegate the entire system.

It just open up. It opens up the door. It’s it’s kinda like how you’re setting it up. You’re setting it up within your system. You’re it’s kinda like you’re setting up system knowledge base in a sense. But in the end, it’s all it’s all how to, it’s step by step guides.

It’s it’s creating, yeah, it’s creating a system. Right? Does that make sense?

It does. I’m actually applying it now to this other idea, that I’ve been working through around, like, how to build a customer as a different way of looking at marketing.

So it’s interesting. Yep. It yep. I like it.

Like the the avatar let’s take an avatar. Right? So we so a lot of people would be Okay. What I would do is is you have, an amazing course on creating an avatar.

Right? And and you know, you’re you have your outcome, you have all this. That rate there is a process. Right?

You’re you’re teaching people step by step how to do that. But a lot of people, especially in the agency environment, they’ll create a, avatar for a client, they’ll create a brochure for a client, and it’s a one off system. It’s like, I do the brochure. I’m gonna put it aside.

The next client comes up, and you know what? I’m gonna I’m gonna do the creative brief. I’m gonna do the gantt chart. That’s the way you’re taught.

But instead of and take that brochure, create the ultimate guide on how to do a brochure and document each step in the process and then and then look for ways to automate and scale it. So next now when the next time client the next client comes, now you have a productized service that you can offer to them you can scale it. Right? The there’s a subtle difference in how you approach it.

It’s custom work versus not custom work. Yeah. It’s approaching it as a project versus system. It it really is a there’s a it’s it’s there, but it mainly boils down to the process.

Right? You have an outcome. You have a process, whether it’s a project or a system or not, you follow a process. It may change whether it’s like agile or or or Kanban But then you also the big differences is the, actual procedures, right, the soaps, whatever you wanna call them.

Just make sure those are step by step guides. And everything you do in your agency, if you take that approach in time, you’re gonna have how to knowledge base. On how to do this, how to do this, how to do this. And then once that’s done, I’m showing you guys some, like, behind the scenes stuff here.

Once that’s done, then you can start automating entire agencies. Right? So if we look at these, these are all clients that we work on here. These are these are projects that are incoming right now.

But if you look at them, these are just systems. These are repeatable processes. Right? And they’re all linked to a knowledge base, on how tos.

So that that’s kinda how it works together. But it’s starting thinking as a system versus a project right away. That’s that’s the the mindset to have with it. It took me a while to figure this out, especially with with my businesses, but once you Once you start building that out or you think that way, you applied everything from retainer clients to WordPress support to different templates, and then you just start linking and sharing and delegating those.

Zoom, anyone have any questions on that or Can I ask Shane?

Like, if we’re looking at, you know, our spreadsheet for our one thing with all of the projects that we’re this one. Yeah. Exactly. When it comes to, like deciding on the order in which we tackle each one.

Almost like a game try. I know that’s project, not in that system thinking. It’s what you’ve been saying. But, like, I’m behind I’m with you on the creating the how to guide as you go.

So, like, I was doing the competitor’s content audit today. So I can see, like, taking the steps that I took and putting that into, how to guide but when it comes to the smartest, like, building off of our work and creating Just creating a system in terms of which projects we tackle first. Do you have any insight there?

That’s your process. Like, for me, I’m gonna set this. I’m gonna do this for you and, like, I’m gonna pick one thing and set this up. So, like, what I would do is I would start okay.

So let’s let’s approach this as a system. Okay? My ultimate goal is to achieve celebrity status in my one thing. Okay.

Now the process I’m gonna do is I’m gonna start with my USB value prop. I’m gonna create an avatar that actually includes both I’m gonna focus on my USB because it’s a level three market assist sophistication. So I wanna focus on how to Once that’s done, then I’m gonna build my authority site, then I’m gonna do my origin story because then it’s relatable. And I have the VOC because of the avatar, then I’m gonna focus on, my blog and then I’m gonna do the sub stack newsletter, then I’m gonna focus on the, the book, the book is gonna promote my USB because it’s the how to, my special way of doing it, then I’m gonna build off that and do the podcast.

So they build off each other, But I’m thinking as a system to get that done. And each of them that I just said to you as I build them and create them is gonna be a how to guide. That I can repeat down the road, right, building my avatar. We we do that.

We have a a course on building your avatar where it includes your value prop, it includes frequently asked questions, then you you create, guarantees to address those questions. It’s a system on how to do that. It’s just a how to guide how to do it. Right?

By approaching that at the end of this, you’re gonna have a system not only on how to achieve celebrity status. So if you wanna pick something else or launch a venture or some or even sell your own course on this, you’re gonna have a how to guide, how to implement it. And then each one of those that I just showed you, that’s a potential of five courses. Not only that, I could turn any of those into a productized service.

Right? It’s a subtle difference. And people, like, take the brochure analogy. Like, we’ve all done I don’t know if you guys have or not.

How men how much client work have you done where at the end of it, like, you’re even taught project closure.

Like, what is that? Project closure, all the all the deliverables were met, where the requirements met. You take that, you put it into a folder. You’re done.

That’s a wasted opportunity. Right? So you’re still achieving the same outcome, but by taking the systemized approach, you can do more with it. Right?

You can turn it into a course. You can productize your service. You can you can automate it. You can delegate it.

It just opens up the door to so many more things. And it’s so important for us because as you get into this space and you get your one thing, you have to be working on the business. You can’t be working in the business. Right?

And like, promoting your sub stack and doing, like, all of these little things, like, you’re creating the content, but you shouldn’t be promoting it. That’s working in the business. Someone else can do that for you. And it’s a and it’s freeing up your time to work on that stuff, the high level strategic stuff.

Right? That’s the difference. That’s one of the main bet benefits of of taking this approach.

And the system can take any form. This right here is a system.

Right? I can people can call this a marketing plan. I don’t. I call it a marketing system.

Right? There’s a goal. There’s a process. Right? And this is your direct response marketing. This is each phase.

I’m gonna start with the avatar. I’m gonna do the u s p, then I’m gonna pick Google my business, then I’m gonna do the sales page, then I’m gonna do re marketing, then I’m gonna do the sales pipeline. Each of those is a is a process to achieve a specific goal, which is this, right, and then I’m gonna turn each of these on how to create an avatar, how to how to develop your USB, how to optimize your GMB profile, Right? And then, again, that opens up the opportunity.

It just it’s a different way to look at it. This instead of looking at it as a project plan, I look at this as a system, This is a system that will help you achieve a celebrity status in your one thing, and this is the process Joe’s laying it for you.

Right? You’re taking this process and you’re just deciding when you’re gonna do it, but make no mistake. That’s a process. And there’s an order there on how you’re gonna do stuff.

You’re not gonna publish a book unless you define your USB. It’s why would you not why would you do that? You’re gonna be promoting USB. You can’t do one without the other.

Right? So it’s figuring out that process, and this is the formula I use for everything. Right? And it and you’ll find that, like, the trick on this as well as, like, if I it’s making sure that each of these is like a noun, it’s they’re an actual deliverable.

Like a sub stacked newsletter is a is a deliverable. You know exactly what you need to do.

Right?

USPS is deliverable. You know exactly what you need to do. A podcast is a deliverable. So as long as you focus on the nouns, deliverables to help you achieve the outcome, then you can you can start taking that and systemize it. Right? A TV, radio show, a core productized service.

That there’s a system for that. If you if you’re gonna create a core productized service, why not why not create turn that that in itself as a system. Right?

Your workshop, how to hold a, how to hold a works workshop. People have sell courses on that. Right? How to do an evergreen funnel? It just it’s a different mindset, but it’s an important one. Does that answer your question? Kind of.

I get what you’re saying in terms of every because I I feel like you answered my question in, like, five seconds of that answer. Which was the order that you gave those. But I understand what you mean in terms of each SOP is in and of itself an opportunity to either delegate, product ties, create a course, create a program, or create content around the thing that you’re doing.

Those are opportunities. I think Johnson just said, like, the one of the main differences is the documenting. Yeah. It’s like people people mostly that that’s actually great. A great point. Like, people everyone approaches it as here’s what I need to do, and then they’ll do it, or then they’ll take project notes They’ll they’ll have stuff in, like, folders and stuff, but they don’t take that and they don’t turn it into something.

Right? And by taking that extra step, you’re doing the work anyway.

Does anything you approach think, okay, I’m gonna turn this into a how to guide. I’m gonna turn this into a step by step process.

Everything you do. Like, anything in the in my team that they do, like, when they ask me, it’s like when I want them to do something, they ask they okay, what’s the outcome? There’s specific questions that they they ask from me, and then I make sure they document it. The littlest things that you would think of. Like, if you look at this one, with the, the the client, the work, like updating a CRM, that has been turned into a system.

Right? If we go back to the, right here, like a lead value in updating CRM. That’s that’s a how to guide. That’s a system now.

Because I can delegate to this person that I don’t even need to I don’t know I don’t need to be involved in any of it. Facebook campaign. Okay? There’s a system for that.

There’s a how to launch a successful Facebook campaign. Right? That’s part of a a broader, a broader, that’s part of this system. But it’s still or a process within that, say this was like step four, right, which is Facebook.

Right? It’s part of this is your your system here. This is your process, which should be step four, and you’re just documenting how to do a Facebook campaign. Right? And then you’re taking that and turning it into a product high service or a course as well.

Oh, what I’m wondering is, slightly slightly off topic maybe, but what what, you obviously manage your systems really well. You’ve got a huge data there you go, database of them I was just wondering if you could speak to, your recommendations for organizing these, soaps and systems and processes as you develop them because I can I can just kind of see into the future and imagine creating quite an unwieldy kind of database? So I’m just wondering if you have a a a a way of organizing that or or just any thoughts, I guess.

Yes. So as a freelancer entrepreneur, this I’ve they call it, like, your org chart, whatever you whatever you wanna call it. Okay? You’re gonna have You’re gonna have your finance and admin, your operations, and your sales and marketing.

Okay? Your your finance and admin in your sales and marketing, those are the core functions of everything you do, okay, that they make the products. Okay? Operations delivers the products.

That’s the simplest way to look at it. Right? So if you have a course, you’re gonna your sales and marketing department is gonna create it. Operations is gonna deliver it. And that’s that’s the simplest way that I found to to make the distinction is just to to have those departments.

It’s the it’s how you, this controls the money in and out. This is how you market and and, the services, this is how you deliver the services. Right? That’s the way I look at it. It simplifies things.

And then if you look at these, like, each of these is a is a guide how to hold a meeting is not finance as operations.

Right? That that’s it belongs in that department. Where the, the sales and marketing, the evergreen funnel, well, that’s gonna be part of the the sales and marketing, right, part of the system. So this right here, the authority building, this would be part of this system as part of the, this one right here. This is part of of sales and marketing. Right?

So does that does that make sense?

Yeah. Yeah. That no. No. That makes, total sense.

Do you do you recommend nimbus web? I’ve never even out of it.

Yeah. This is we live off this. Like, this is, like yeah. Well, it’s you can do this in Google Drive as well, but it it doesn’t really matter where you do it.

But just you have your main folders, which are your your, your departments, how you structure it. It doesn’t really matter, but and then within that, you just have your soaps. People call them soaps. I call them systems.

Right? And then their systems upon systems. This may be a whole this may be a system within that system because then you can delegate systems. You can delegate to start from somewhere, like your onboarding process. Right? So you have your onboarding process.

Let’s approach that as a system. Right? A client comes in, this happens, this happens, this happens, this happens.

Right? Now you know what you have a clear process, So you’re gonna take the first step of the process and you’re gonna create a how to guide. You’re gonna take the second process. You’re gonna create a how onboarding a a client, a how to guide.

And now under operations, you have how to onboard a new client, how to send an invoice, how to send a proposal, Right? You have now you’re on your way to systemizing. And don’t, like, just start somewhere. Right?

Just get in the habit of anything you approach using this framework.

And then eventually six months from now, you’re like, oh, this is awesome. And then you you assign people to manage that. Right? Like, I don’t once it gets to a point, I don’t I don’t I’m not involved in it.

Right? GMB is his domain. I’ve I’m nothing to do with it now because now it’s his responsibility to do that. Update it and report to me, and now I’m working on the business versus in the business.

Right? And it’s like this right here, especially, like, the agency, right here. Like, we have tons of projects going on at any one time, and it’s all because of systems.

Right? That’s we wouldn’t be able to do it if it wasn’t for a system.

That’s cool. No. That’s really cool. It reminds me of something I think. I think Tim Farris said it, like, years and years ago. But that that anything that you do more than once, as part of your, like, your day to day life is is worth advertising.

Bingo. Yeah. You got it. Yeah. I was trying to figure how can I get this a my approach is everything I do no matter what it is, is a system because you have to, like, don’t make that mistake?

Like, people take on project. How many times have we all taken on a project where you’re taught that. You there’s the closure. There’s the like, you’re taught different phases.

At the end, you have to close it. You talk what went well. What didn’t that’s a missed opportunity.

Right? Because you may have to repeat that down the road. No one thinks, oh, I’m gonna take that old. I’m gonna take that out of action plan.

I’m gonna go through the no. No one thinks like that. So you you can by taking this approach, you still achieve the same outcome. It just now you’re documenting I think Johnson said, like, you’re you’re documenting the steps to how to Right?

You’re taking a step further, and then you’re organizing it like I just showed you. Right? And then eventually you have systems upon system right? And then you start building out the apartments.

But one sorry. One one thought that I know Jessica’s waiting. I don’t I don’t wanna hog the time, but, I just have one last question.

Something I was thinking about as you were talking about this was one was, like, I’m glad I didn’t create, a process or a system rather. When I was first learning some of the things that I now do because, I I’ve added and changed and it’s it’s kind of mutated into, something unique to the to to my own process.

But then I, on the other side of that, Do you think that there’s any, risk or danger?

From having a system that is, fixed and is the solution just simply to revisit your systems on a regular basis to make sure that they’re updated and that they’re they’re, they’re they’re changing, they’re shifting, they’re growing with the as the world changes it grows, Obviously, not all of them, but some assume will need to change.

Yeah. The this is thinking this is actually what this is, like, you’re you look at this, this is like thinking like a scientist, you’re forming an hypothesis. If I do this and this, I’m gonna have the. Right?

That’s the whole point of a system is that it’s not unrepeatable, but you can you can adjust as you go. Right? And if you maybe examine it six months and if you’re not getting that same outcome, you need to adjust the process. And that’s a that’s adjusting the how to guide or what it is.

Right? But treat that’s how I treat everything as a system. It’s a it’s a it’s a process and, yeah, there’s tweaking on it. Nothing stays station as some stuff does.

Like, there’s your there’s processes that you do day in and day out that will never change like payroll. We have payroll. So payroll is I use a bot for that literally. Right?

And it’s, like, it takes care of everything a to z, but in order to to get to that point, I had to create a clear step by step process that I could automate. In in that case, I decided to automate versus delegate it. Right? Where a lot of people will have a bookkeeping checklist.

Well, a bookkeeping checklist isn’t a it’s it’s it’s just a it’s a high it’s a what to do. It’s not how to do it. Go that extra step, and then it opens up opportunities, like, even with AI.

Right? Like, there’s a big difference between approaching a project like this and like this and like this versus a system, right, they would close this board afterwards.

And and each of these is a missed opportunity. Right?

Yeah. That makes total sense.

And that’s and it’s a subtle approach, but it’s it’s a it’s a it’s a big one. Like, thinking like this probably was one of the biggest, one of the best things that happened in front of my mindset as well. It freed up my time because I I’m like everyone else. I have kids.

I have multiple things going on. It’s it can be stressful. Right? You’re like, how do I find the time to do this?

But when you once you approach systems, then you can you can truly start automating, and you can truly start delegating. That’s the biggest thing. And it’s, like, it’s approved.

Sorry. Yeah. Go. Go. No. Go ahead. No. I was just gonna say it’s cool that I think because part of, it it’s funny because one of the things I I wrote in my my twenty five things, like, one of the categories was was soaps.

I I recognized that I, like, I really I think because I have ADHD, I really struggle to, to, to, to perform the same task over and over again without, like, clear, clear definitions of what I need to do. And, in writing down some of the soaps, which I’ve I’ve started to do already, I’m discovering gaps in my knowledge. I’m noticing areas that could be better. I’m, maybe, formalizing a process, that’s, the the works better, just by thinking about it.

So, yeah, I can see. Anyway, did I just there’s it seems to be a lot of value to it.

Yeah. There’s not and, like, literally these these this agency here, like, this is Jeremy and Jared. They had no marketing experience when they start. I would put Jeremy against any marketer out there.

He’s been with me for a couple of years right now. His knowledge was on proven systems, right, Facebook campaign. He’s brilliant on that stuff. He because he learned from a proven system.

Right? JR had no marketing experience. Right? And it’s teaching him, I wouldn’t have been able to get them to that level.

If I didn’t have these processes, the how to’s.

Right? So it’s like call it, like, education two point o or whatever it is, but you’re just you’re building your system and your business off of proven systems. Some of it is mundane. Some of it is step by step by step.

But that’s an opportunity to automate it. Right? And you can’t automate unless you have a process. It’s impossible.

Right? You you literally can’t. And everything is a process. You do this. You do this.

You do this. You do this. You do this. You do this.

You just need to figure out that process and then and then document it, and then you have tons of opportunity. Is there an example that people want me to to to approach as a system? Like, it’s related to your one thing, how I would do it?

Yeah.

I think so.

I think I like the way you your marketing plan. That was really interesting.

It’s a system. Yeah.

Yeah. That one page marketing plan, it seems like a pretty repeatable Could you go over that as a system?

Yeah. This is, like, this is and a system can take many forms. Right? Like a system can be a plan.

It can be, like, even here’s Joe’s, this is a system. You can look this as a as an authority plan. I look it as a system. I’m gonna build in that is repeatable, and then I’m looking at each of these as a system that I can repeat, and I’m gonna document every step of the way, the same as a marketing plan.

This is a repeatable system that we do repeat for plenty of clients. So there’s one client. I gotta, like, before we put these up, I think I have to have to show the, we’ll have to go in here and do the, we’ll have to what do you call it to blur it out? But anyways, here’s each of these has a system.

Right? So you go in here. Here’s the marketing plan.

It’s the same thing. Exact same thing. It’s a repeatable process, to achieve a specific outcome, but because we’ve documented everything, in detail, like, now we’re on to the during phase of lead generation. Here’s a pipeline.

Here’s a sales process. And guess what these are, how to guys and how to create a a sales pipeline. How to guide on how to create a sales process. And eventually, we’ll get into the live webinar.

Like, that’s and then eventually you get to the point where you’re it just copy and paste, right, and then you just delegate it. And then everything that you’re doing under this, like, here’s a blog newsletter. This is just a a system. It’s a how to do a monthly, plan for your newsletter.

That’s how they were trained on it. Right?

And then you can apply this over and over again, and to to any thing. And the main difference is you’re just, like, we could approach this and say, we’re gonna do this marketing plan and how many people do that? They’ll set it up in Asana. They may or may not save it.

No. I’m not gonna set up an Asana. I’m just gonna link literally to a system, and I’m gonna use this as my project. And whatever you wanna call it, And I’m gonna work through this, and then I have a repeatable process I can delegate.

It’s a subtle difference, but it’s a it’s a it’s an important one, though.

This reminds me, one, idea that might be helpful for people, because I I’ve just started doing it is, I got it from this guy who runs a a a VA agency, and he’s got something like five VA’s, and he has every single person on this company has at least one VA, and they they they have all of these processes around, like, how to use your VA and what are you using for? Do you need more VA’s?

He was saying that one of the best, ways that he’s found to, to use VA’s was to, take something that you do, that you repeatedly do. And, record a loom of you doing it. You don’t need to, you don’t need to, speak to what you’re doing as you do it, you just do it and record it on Loom, and he was saying that the the the success rate of giving that video to a to a VA and saying, like, okay. Do do this. Like, watch this and then do this. People underestimate, or rather overestimate how, how unique their skills are and how complex their tasks are. And so I just I was just thinking, like, you know, anything that you do repeatedly, you could probably just loom it.

If you’re not gonna use a VA, you could just go back over the Loom and be like, what am I doing at each stage and just write that down. So you don’t have to even interrupt your process necessarily.

Yeah. Or you can on, like, the biggest thing with that, like, this is a perfect example. Hey, let’s take I hire a VA. Hey, I want you to go in and optimize this client.

Optimize this client’s DMV account. This this could be a product set to tie service we launch. Here’s a step by step guide.

Video on exactly what to do, all of the resources. Here’s a checklist to follow.

It’s a repeatable process. Right?

It’s not that’s that’s the that’s exactly. But you don’t a lot of people would say, you know, they would hire get hired to do this for their GMB page, but they’re not gonna document it like this. It’s a missed opportunity because now I can automate this. I can delegate it. Even mundane tasks, you can automate. It could be like step one, step two, step three, uploading receipts.

You could there’s I AI that will do that rate but you have to automate, you have to figure out the process, though, or it’s it’s impossible evergreen funnel.

Right? This is a course. I could easily turn this into a course. These are the email templates I need to send. This is the sequence.

I’m gonna use this to create cash flow. So the tripwire is gonna pay for the Facebook ads. Right? I’m gonna I’m gonna have those as cost.

And now it’s a repeatable process that I can give to Jeremy and say, hey, launch this trip by our own Facebook. Here you go. Don’t know how to launch a Facebook campaign? No problem. Link to a how to launch Facebook campaign.

Right? So they all they all start connecting.

They could be part of a bigger picture, of course, which is your your your your plan, but eventually you’ll start seeing little opportunities here and there. Right? It’ll these combined can be part of a different system. You can start mixing and matching. It’s like it it’s almost like a puzzle. Right?

System support other system.

Yeah. That’s Exactly. Does that make sense? I was trying to get across with this. It’s like I know it’s hard to explain, but, like and I wanna do something like, where is it here?

Like, here’s here’s an example on the marketing plan. Right? Like, we have here’s a here’s a system on GMB optimization.

And then with under that step four is to optimize your photos. And then here’s another system.

Part of me.

Can you zoom in on the slide? It’s hard to see.

Yeah. My apologies.

Thanks.

There. Is that better?

Oh, let me just see the slideshow, actually. It’s better.

So here’s the the marketing plan, here’s the GMB, here’s a system I had to optimize your GMB, okay, the one I showed you, and step four is add photos, But here’s another system on how to choose the best photos for your GMB.

So these are these are both systems here that are here Right? So they’re they’re under the the sales and marketing, but one they all support each other. They can be individual. They can support a system.

It’s like a puzzle. You put them together and you can start delegating and having fun. Right? And over time, the beauty of that is that you’ll have you’ll see opportunities for stuff.

Right?

You know, if you wanna maybe you’re you’re building at a plan, you’re like, oh, we have a system for that. Hey, we’re launching a pod podcast. Yeah. Yeah.

We have a system for that. Here’s here’s the how to guide. Perfect. You can link to it, then you can start creating courses like all Joe’s courses are systems.

Guest blogging, right?

So you put in guest blogging as one of your your plans, which she says here. Right? I’m gonna I’m gonna do a podcast or what it is. There’s a system. Her course is a system. Just create a how to manual or just link to that course and say, here you go, and you can delegate it.

Yeah.

It’s it’s cool. It’s kinda like, building a box of Legos.

Bingo. Yeah. I was trying to and I was trying to get that across here, like, to this to the to the system part. Like, it is literally it’s legos.

It’s connecting stuff. Right? It’s just, it’s, it’s not loading, but that yeah. It’s just like it’s that’s all it is.

Right? It’s different parts, systems, processes, systems, processes are all connected. Right? You can delegate entire process.

You can delegate entire systems. Or you can delegate a a specific procedure, but everything has a process that you follow, right, anything. It’s a step by step. You do this.

You do this. You do this. There’s nothing that doesn’t work like that.

Right? It may change where you’re you’re doing this, but then you realize, okay, I’m gonna do this. Like, that’s you can go back and forth, but there’s still a process you follow.

Like, is there what we’re gonna do is we’re gonna I’m gonna do this myself as well. Like, I’m gonna I’m gonna pick one thing and work through this and actually set, set up, like, how I would set it up on this and share it with everyone as I do it, that may help too.

But if you wanna call it a soap, whatever you wanna call it, I call them I call them processes because that’s it’s just easier for me to understand it. Like you have your you have your outcome, your process, and how to do it, and then the individual procedures inside of that, which is just your detailed step by step instructions.

And if you approach it like this, then you’re you’re golden. Right? Over time, you’re gonna have a whole system on how to run your business agency.

Here’s the tools.

Could I see TeamHub and I see NIMBIS web? It would be interesting to know what we’ve embedded in because I think half the battle is you start the work, but then what’s the logical way to organize it. I think in one of the areas that Johnson was. Like, and sometimes it’s just a matter of saying, hey, go with this tool because you don’t have to learn a tool, we’re gonna work together on the same model building principles under the same tool.

What do you mean by tool though?

Like, what like, in So, like, a a tool or software would be TeamHub or NIMBIS web? Like, which tool to store your knowledge base or I don’t know I don’t know what tools you’re using that or software you’re using that Oh, this this is NIMBIS, yeah, this is like fuse base.

It’s just, it’s like an Evernote. As well. So it’s the same thing. It just allows you to create folders. And I like doing it because you can share stuff out. You can create portals as well.

And what’s team hub?

Team hub. Where’s, team hub?

You can see it.

I think that’s just the the the prefix on on Nimbus.

Your URL. I looked at both of them all.

Oh, no. These these are the different. So this is word these are just different. These are these are all different, businesses.

Like, this is WP total care. These are retainer clients. These are just different this is the example one. Those are just different like, companies, I guess, if you wanna call them.

Sorry.

I didn’t really know I’m asking because I googled TeamHub, and then I googled NIMBIS web, and they’re two different comp software.

So maybe It’s just the one that you’re using. Right? The NIMBIS Club?

Yeah. And I just use it for but you can use anything. You can use Google Drive.

Right? It doesn’t you can use, we we have a SOP for this one that I showed you here on the on this. This is just a Google drive document. Right?

We haven’t imported it into, this one right here. This is a productized services that we created. So here’s the we had this guide here on how to launch an authority site. Which is like a step by step guide.

So a client hired us to to, build a website for them. We turned that into a process, right, starting with your your avatar, your sitemap, your wireframe is a proven process. From that before you launch, you have to do an SEO audit.

Right? So from that system, this pros this step in the process we turned into a productized service.

Right? And if you think like that, you’re gonna see you’re gonna see opportunity everywhere. So this system that you’re looking on the authority site, we applied that system to these here.

Right? These are all authority sites. These are websites that we’re launching, and it’s because of this original system that we can do that. Right?

And there’s different spin offs you’re gonna find. Right? Like each of these is different avatar. You could do a productized service on an avatar.

Right? You can do you’ll you’ll see opportunity everywhere. You could turn it into a course if you wanted to.

Shane, can I ask a question to connect back to the previous session that we had? Sure. Okay. I’m gonna put it in context that like I Maybe I just need it in the old thing that I used to know well. So I was a teacher.

So to me, the outcome for one of my students would be I can write an argumentative essay and show seventh grade proficiency. Whatever.

So that’s my outcome.

Right? And then the next part then would be the process. So like the one part of the part it would be like research, the argument, first draft, whatever.

And then each of the procedures under every day I literally had to how to know the difference between a primary and a secondary source as well.

And you know, so a gazillion, right? Lots of things. So I think am I am I equating these things?

The way Hundred percent. It’s a Okay. That process though, don’t use research though because that’s a phase. Okay. So let’s let’s take the outcome, which it like, tell me the outcome in one sentence.

I show seventh grade proficiency of an art of an argumentative essay, writing an argumentative essay.

Okay. Now tell me the exact process using nouns. So only use nouns.

Oh, okay. Sure. So my argument.

K. There you go. What’s the next one? So that’s step one.

First draft.

K. Step two.

I wanna go towards editing and revision. So I guess I would say Yeah. More like a second draft or something like that. It’s the drafts, I guess, the phases of drafts.

Yeah. So now you have we I know we can go more, but exactly what to do. So a lot of people just have a checklist or an action plan with those steps that you just showed me, and then it’s it’s the what, and then they’ll figure out how to do it. But they won’t document themselves doing it.

Okay. So so I’m see, I am getting this right. So I have been doing this for years.

I think where I’m still I think where I wanna push you then is is so if you were thinking in the context of my student then if I had to align on one of my five non negotiables with what we’re talking about here Sure.

What could that look like?

Well, to it depends on if, like, what’s your outcome? You’re using as the as the student example?

Yeah. Is that okay?

Sure. It could be, draft. It could be work on, I need to do a draft. And here’s a how to guide on how to write the perfect draft, or that could be part of you it could be one advanced guide. And so what I’m gonna do is I’m gonna put aside an hour a day or I’m gonna set a goal to write one thousand words a day.

And with the goal of having my draft done by the end of the week.

That’s So I think so I think I get that where I’m struggling is it seemed like when Joe was talking about hers, these were kind of habits of forever and ever.

Yeah. She’s talking about Keystone habits. Like, it it it it it dep it depends. Like, she’s talking about habits that are part of the system.

Okay? So it’s like, her there’s a lot of like, she has copy hackers as one big system. Copy school professional is one big system, and all of those would support her system. Right?

And so the habit she has probably support, like, a bigger a bigger goal that she has. Right? That’s that’s the way I would align it.

For health. I have, like, I have keystone habits for my health. Like, one of them is exercise. There’s certain things I wanna do every day. Because they’ll also have the most impact on my health. Right?

That’s what I do is I have my non negotiables, but they’re always aligned to, like, a bigger system, a bigger goal or outcome that you wanna achieve. So I would align my my non negotiables with your one thing.

Right? Say, wanna publish a book. Well, one of your daily non negotiables should be to write one thousand words a day. Or something like that.

Right? Because it’s supporting, a larger outcome. And then, and then you’re you’re focused. Right?

I was also one wondering this, Jessica, because, all of my goals, I think, or nearly all of my, my goals non negotiables are, not forever. They won’t run-in perpetuity. And I was kinda wondering, oh, am I am I doing it wrong? So should I should I have stuff that keeps going? But I don’t know. I kind of I don’t know. I feel like there are, obviously, Joe’s in different positions of me.

And I think the, There’s no right or wrong way.

That I have. Yeah. The stuff I have to build first that there are there are obstacles that I need to hurdle before I’m probably gonna be in a space where, my tasks are are repetitive, indefinite, and, and useful. And functional.

Yeah. I totally agree with you, Johnson. I am the same way. That’s where I think I was struggling with, you know, the way I drew it. You know, Joanna was so concrete on, like, these are the things that she’ll keep repeating. I think we’re still in that trial stage.

Yeah.

Yeah. And I I think one of the questions I had was at what point do you don’t build the SOP but buy the SOP? You know what I mean? Like, If you’re continually trying to learn all the steps it takes to build authority versus buying the shortcuted version of helping you just do that, that’s where I’m kind of, you know, at that point where in the authority building, all the great things, you know, that I feel like would be fantastic to do. It’s the learning.

How to do it that’s and where and what tools and And, and I, in some cases, feel like there’s a shortcutting process to all that, you know, taking courses or acquiring that knowledge, like, through coffee school is one way. But, you know, some of these authority building things don’t live within coffee school per se.

What’s an example of one, like, that you’re thinking?

Yeah. Like, building a book, you know, you know, so my thought is, well, maybe I create my own around, like, Each chapter becomes an ebook that you release, and then you complete each book.

Each chapter before you complete the book, but then You know, what does that mean if you let pieces of your book go early in terms of publishing, but then it’s it’s not having the full big picture of the do’s and don’ts of of publishing a book and or the way in which you could go through two page. Or you could go through self publishing, but then a self publishing work is a whole s o s o p on itself.

It’s getting clear on the outcome. Once you know, I would go a step further and say I wanna I wanna self publish a book on x y z on Amazon. Now the outcome is clear. Right?

Like, now I can create a process, and I can figure it out as I go. And the beauty of is it, like, this right here that you’re looking at This is your this is what you’re working from. You’re figuring that as you go and you’re figuring out the steps. You may be taking a course just like, oh, okay.

This is step one I’m gonna do. This is step two I’m gonna do. You do that instinctively.

Everything that you do in life is a process.

You you you you you brainstorm, you you in your mind, you think y’all gotta do all this stuff and then you structure it and you start working through it. The key is to organize it and being clear on exactly what you want. Right?

So I did it. So how to self publish a book, it would be like, well, could you just take the course to do that rather than having to, like, figure out the steps if you get what I mean?

Document the course. Like, Joe, Joe has an amazing course on how to, guess blog. Right? That’s if anyone has that on their action plan, they just link to that.

It’s beautiful. And then that that is gonna, like, you could work through that so quickly and get such amazing results because that’s a system she’s she’s giving you, right, on how to do it.

Turned it into a soap, whatever it is, but it’s a repeatable process.

Mhmm. Mhmm.

And that’s the way to look at everything everything here is a course, podcast, Instagram, YouTube, LinkedIn, it’s an opportunity.

How how to optimize your your your LinkedIn profile.

Right? Create a soap on that. Create a step by step process, and now you can offer that as a productized service to your clients.

Right?

And you can delegate it to people who have no experience in marketing or LinkedIn, which I’ve literally done. They these guys have know it when they start, but it’s because the it’s a it’s proven frameworks that they can build upon. Right? And they and they learn by by following a a process of system.

All of these are deliverables, signature offer, deliverable.

How to how to build a signature offer, subtract newsletter.

There’s probably one available that you can follow. And just as you’re as you’re launching your sub stack folder, create a how to guide, and just document yourself doing it.

It won’t be perfect right away. But at the end of it, I promise you, you’ll have a really cool process.

Right?

And then sell a course.

That’s all people do. Like, that’s that’s all that it is. Like, there’s there there’s not. It’s just getting into that mindset, right? Document everything. You can’t you and where to focus on focus on your onboarding process? Focus on your Let’s talk about your acquisition funnel, your sales and marketing funnel.

Right? There’s before, during and after. That’s what this is. This is sales and marketing funnel. There’s before, during and after.

And in your funnel, each of those is deliverable. A a lead magnet is a a deliverable.

Right? That’s a noun. So now you have a guide on how to how to create and launch a lead magnet.

Okay. There’s a course. And a client comes in, there’s a product type service. Right?

It’s a different it’s a subtle it’s I was trying to convey it, like, how can I get this across the right way? But it’s I hope it’s making sense, like, the the approach on it.

Yeah.

Oh, yeah. Certainly does kinda like I mentioned, in the last call and in the chat, just like, how it’s a bridge, you know, as, you know, people and business owners, we try and only do stuff that’s worth doing. And if it’s worth doing, it’s probably worth repeating and scaling. And to kinda make it as easy as possible and kinda like you said, ideally, delegated out.

So they can literally just look and say, Hey, if I need to do this, I do this. If for for some reason whatsoever, I’m lost, I go back here. Oh, here’s what’s to come. Where did I leave off?

Right? So it’s just super simple.

Bingo. And it’s like and any and it it don’t just think delegation.

Like, as a business owner and a freelancer, you’re by taking this approach and systemizing everything, you can not only delegate. You can automate.

That’s that’s, like, people think I delegate everything. No. You can automate a lot of stuff. Even mundane stuff like like like uploading receipts.

Okay? Like, when a receipt comes in, before I used to download the receipt, put it in zero, upload it to Hub Dog. So I I looked how can I how can I automate this? Okay.

Step one as the receipt comes in. Step two is I need to set the hubdoc. Step three is I need to upload it to zero. Okay.

Step one, I can I can use a filter in Gmail? Perfect. That’s gonna send it to hubdoc. Because Hubdot creates an email.

But how am I gonna get it to zero? Oh, there’s a plugin. So if I install the plugin, so now I create a folder, receipts come in, and it takes care of the process. Now that’s off my plate.

And before that, you’re then people argue well, hey, that only takes five minutes to do. Right? I’m gonna I have to blur this afterwards because I’m showing you.

But, like, the reality, it is, like, all this stuff that comes in, look at all these receipts.

One thousand three hundred and eighty two receipts.

It that that’s a lot of work.

Right? So by automating the process, it saves you time and it builds up. It’s five minutes here, five minutes here, five minutes here. But if I had it done and I did that for years, just to receive. Who cares? I’ll just upload it. Take five minutes out of I would put on on my daily checklist to do.

I never thought, wait a second, automate it. Three is a system. Here’s a process step by step. Done.

Right? Daily to do check checklists, you can I don’t work from them because you can you can automate or delegate ninety nine percent of the stuff? Right? I just work from from the calendar and I say, here, this is what I work on today. And then I build out systems, and there’s this links to my system that I’m building out. As I work through it, I document it. It could be video or steps or whatever it is, and then at the end of it, it’s repeatable.

Right. That makes sense. You know, not just the delegation, but the automation huge because you’re essentially just getting back more of your time so you can kinda compound that to whatever you wanna do.

And don’t discount those small things because as a business, especially when you get busier, those things add up. And it’s, like, you can treat this as, like, I’m turning this into, like, the authority status. Like, this is just a con bond. But if you notice here, this is like launch sub stack evergreen funnel. Right? Even each of these is a how to launch an evergreen funnel. And in here Right.

Those little things do add up. Like you said, even just receipts, be like a death by a thousand paper cuts kind of thing, you know.

Exactly. It’s you’d be surprised on the stuff. Right? You wanna automate as much as you can.

Because that stuff is gonna get you in the end. That’s why people get stressed. Right? And then you’re focused on working in the business.

That’s the biggest trap that business owners I don’t work in the business. I work on the business. My job is to is to coach and train my team. That is my job, period.

And and how I do that is, like, I create systems.

Right? And I and I allow them to make mistakes, and I mentor and coach them. That’s it. They run the business. I’m not involved in anything.

Right? And that frees up my time to spend with my family to do stuff I enjoy.

But I wouldn’t be able to do that if I didn’t have a system. It took a while to get to that point. Like, I’m not gonna say it’s easy, but when you make that mental shift and everything you turn into as a how to guide, you’ll start to see opportunities.

Right?

Does anyone at is that is it making sense overall to everybody?

Certainly. Yeah. No. Really well put too. For some reason, I’m just trying to get across in the robotic system with bridge now.

Yeah. It’s like this thing it’s think project because it’s the same it’s the same concept. It’s there’s no difference. It’s the same outcome.

How many of you you’re told, build a gantt chart, build a gantt chart, do an action plan.

Do a con bond board, do a work breakdown structure.

There there’s so much missed opportunity with this stuff.

It’s the same thing. It just create a system. They all achieve the same outcome.

Right? This is just the what? This is but you gotta dig in deep the how because I can’t delegate this. I can’t delegate a gantt chart.

I can delegate system.

Right? Because now there’s individual processes on how to clean the sink, how to clean the floor, how to do the bathtub. Because when I was cleaning it, I said step one, fill it fill it with a and people are like, well, you know what, why would you do a soap? This is a great analogy.

Why would you do a soap on filling a sink? Okay. If I said to you fill a sink and I said to another person fill the sink, you’re both thinking different things. I want the sink filled halfway with warm water, that I want a cup of cleaning solution.

Right? Just if I said you build a house and I want a house with two windows, I want, like, you’re both thinking different ways. So as mundane as you think it is, by thinking like that, you you get consistent results. Right? That and that that’s another is predictability. Right? It’s consistency, which is huge.

That is huge. Like, that makes me think of, like, when you talked about the sink, my wife, she does, like, training stores and fast food industry. So she goes into different stores and teaches them literally systems like this kind of like you said, literally, I think there’s a sync SOP for them. There’s an oven SOP.

There’s all all the systems, you know, Bingo.

Those are systems. People call them different things, soaps, whatever it is, but there’s they’re they’re step by step. Instructions on how to do something detailed so that you have consistent results. And once you you get it to that level, then you can delegate or automate because It’s all about achieving a specific outcome, right? That’s, but there’s a process to achieve that. You gotta figure that out and document it. That’s your job as a business owner.

That is your job to grow and scale is to is to create systems and systemize your business. It’s not to do the word. You can’t do both anyone who tells you you can do both is wrong. It’s impossible.

Your job is not to do the work. Your job is to work on the business, and you work on the business by creating systems, and then you can delegate it. You can hire people. Right?

Or even better, you hire people to to create the systems for you. You teach them this method, right, and then you hire a bookkeeper and then you make sure, like, I got burnt with that. Like, years ago, we had a bookkeeper and he left, and I was screwed. He didn’t document anything. And I was like, what what am I gonna do? And I learned from that quickly.

Right? So now you hire someone. They do the systems in the knowledge base. So if he leaves, who cares?

Fill in the blank. I hire anyone. Anyone can do it. I can do bookkeeping now.

Right?

Any questions on that?

I’d love to almost take the work of building out how to and then showing it to you, Jane or whatever that version is because I think it’s the getting confident in that behind one of the non negotiables.

Whatever that first one may be is What’s the deliverable you’re working on?

Sorry to Yeah.

I was just about to say. Honestly, it’s been one I think you shared on Slack.

How to extract all of your emails and contacts from existing inboxes to create an email list. Like, this is something that I have wanted to do. And I’m like, well, you know, what if I really have the need for that, then I’m it’s likely others because starting an email list is one of the hardest things.

To do. So where do you start from? So I’ve now been thinking, well, I should just make a how to you guy for that.

Bingo. That’s the first step in the process. You got it. You just now you’re thinking like a system, and that’s gonna be in your knowledge base.

That’s on the start. Create a new note. Literally like this. Creating a note, and and and don’t that’s the problem.

People make mistakes. Just start with this how to and bookmark this and just work from it. I’m gonna do this, then I’m gonna do this. Oh, no.

I’m not gonna do this. I’m gonna change this up. And by the end of the project, you’ll have a system.

No. Same thing. There’s no difference. People, instead of a gantt chart, now you’re creating a how to god.

And now you can delegate it. Ask for feedback. That’s exactly what you need to do. That’s step one.

Right? Use the and then how you do that, there’s different ways. Like, you wanna do a video? Sure.

Do a do a video, I’ll be doing it as well. Right? We use videos. We use checklists.

The the best ones were if it’s not too long enough as a video on a checklist. Right?

Just to make sure that there’s, like, your your processes there. But but your job is to is exactly what you said. Your job is to create these.

Create these or hire someone who knows this stuff better than you to create them for you. And then the test is that you can do it. Right?

If if my grandma should be able to sit down and do this.

Right? And then you get to that.

Like, when do you start to bring in people to can help you shortcut. And I think that’s what I keep going back to.

Like, hey, I could Google, I could learn, I could do the work of extracting, but then I think there’s that point at which finding people you trust, obviously, because there are always gonna be sensitive areas of your business.

Yeah. Twenty four years old. He manages a six hundred thousand dollar business by himself.

He when he first started working with me, He has no marketing experience. None.

J r, the I did a seminar on with copy hackers on how to do, AI, write articles guess who who came up with it. He’s in charge of it. Like, these guys, he has zero.

He didn’t even know what marketing was. But, like, he just got he got taught on the systems. Like, you I know these they do amazing work because they’re they follow clear processes to do it. It’s do this, do this, do this, do this, and I manage the process. And I and I define success by outcomes. I don’t care when they work. Complete effects of flexibility to work when they want.

I gauge them by outcomes, and I gauge them by following a proven process. That’s it. And once you create those, then you can delegate anything.

This is proof. This this is, like, I I I don’t know what they’re doing. The agency side, this is a million dollar business. I have no idea what they’re doing.

I I’m not even part of it. Val, this this guy right here, he runs everything. I have no idea what they do. He reports outcomes.

That’s it. And then I’m on our cash flows, and I work on systems.

And the end result is an amazing service for the client because that’s so important. Right? And I focus on client relationships, key client accounts.

I I focus on what matters.

They they work on him in the business. Val’s my integrator. This guy’s a genius. He what he didn’t start like that.

Well, he’s been a genius. He’s not I don’t want he is a genius. But he didn’t have the experience, like, to go into it. He just learned off processes.

Right?

And how did you find these people? I think that’s the other thing too.

Like, how do you build that start with one.

Start with your start Jeremy’s been with me for, like, that’s been with me for fifteen years. He’s been with me for, like, Jeremy’s been with me, like, six. J. R. Was hired because he’s his friend.

You know, start with one person and then build out your start with little things.

Right? Build your hire an assistant, and when you’re hiring your assistant, you just put them under operations. Right? And start with your first how to. Anyways, think think of admin mundane admin tasks that we do every single day. Turn those into a how to guide.

I love that. So where would you recommend going to find that one first person to to start, like, I mean, because I’m thinking back to the previous call.

Where Joanna said, like, hey, if you’re having a hard time building out your content for LinkedIn because whatever that may be, then then hire an RA And I’m like, now I’m going, well, I wanna find that person to start testing the building, the systems, and sort of offloading some of the work that You know, it’s slowing me down because it’s one of the areas that I need to be focused on, but don’t love it. I don’t love doing LinkedIn posts, to be honest.

You can automate that. We can delegate that out a hundred percent, to be honest. Like, I don’t easily like, the the I’ve been burnt a couple times. Like, find it’s not it’s hard to find someone that’s really good that you can trust.

But once you do, I’ve learned, like, you you take care of them. You you you give them, like, training, which is which is the systems, their proven processes, like, Jeremy loves direct response. It’s like he loves learning. Right?

You take care of them, you reward them, you let them make mistakes, and then you just you they stay with you. Right? That’s the biggest thing that I’ve learned.

And how did you find that? Like, where did you, you know, in that process of trying to get that person who starts, let’s say, for eight hours a week?

Jeremy was like, who is it the first one? Vit Vit started on this is like so Vit contributes to the WordPress core. Okay? He started when he was with me. He was twenty two years old. And I think he was, like, I was looking for, like, a freelancer to do some WordPress stuff.

And he was, he was out of the Philippines. He’s been with me for, like, god, fifteen, twenty years. I’m godfather to his kids now, but it was building that relationship and and building them up, building them up, building them up, building them up, building them up, and then just helping them succeed. Right?

You you that’s probably in a nutshell. You help them succeed and and achieve what they want, you give them flexibility and stuff. And and I did that with systems. I wouldn’t be able to do it if I didn’t.

Right? We have a whole thing on WordPress support. We’re launching WP total care. Very soon.

Right? So here’s the board. I gotta make sure they they do all this. So here’s the board.

Here’s the system I’m setting Our goal is a is a hundred thousand active customers, a hundred million annual revenue by two thousand thirty three. That’s a bag. I’m not gonna say we’re doing it, but that’s the goal. And this is a system.

Right? Each of these rocks is a is gonna be a process. Here’s my q my q one rocks This is this is a system, and all of these are my deliverals I’m gonna do. I’m gonna create the website, I’m gonna do the pricing plans, I’m gonna do the services, the plans, And then I’m gonna take this, and I’m gonna delegate it out completely. And then I’ll move on to the next business.

Rints and repeat.

And where did you find the people? Did you find, like, you went to fiverr or Upwork?

Yeah.

Up work, you said, Johnson?

Yeah. Yeah. I’m I’m using it right now to hire someone for the social media side of things.

Yeah. And how are you vetting them in a way that, like, obviously, they get good reviews, etcetera. So I think because it’s I’m I’m on that same camp. I wanna find somebody. I I want I wanna kinda build that rapport quickly because it’s time to find and hired.

Yeah.

I mean, you got, like, you you’re gonna get ten, twenty proposals to your to your job.

And usually, I think it’s fine to just shortlist down to two or three.

And give a test project and just be willing to to spend some money to figure out who’s the best That’s really cool, John.

And can I share can you share a little bit about what you’ve learned out of the process that you’re doing going through right now?

Yeah. Yeah. Sure. Watch out for fake accounts. There’s a ton of fake accounts. It’s kinda crazy.

Watch out for AI generated proposals. They’re really I think they’re quite easy to spot. But if they’re not easy to spot, then at least they’re doing a good job in their, in their prompting.

And yeah, I’m hopping on a, a video call with each of them before I explain the test project just so I can get a vibe from them as well.

And see if see if we’re a good match.

But, then what I’m doing is sending, a loom of me creating a carousel for LinkedIn explaining to them a little bit as I go, and then asking them, giving them a new script and asking them to, to follow that process, and, and see who who who basically does better.

I love it. And a quick question, how you considered the idea of finding somebody who already is the expert in all things LinkedIn or are you looking for somebody who you could train on that?

I think there’s a lot of VA’s now who are have some experience on LinkedIn, and I think it depends a lot on your strategy.

If you’re totally cool with kind of like, just slowly growing the account and and your followers and, and, being too too, overly worried with it at it, then I think you can get by with someone who’s just a decent virtual virtual system. But personally, I think that then you miss out on a lot of the, kind of extraordinary opportunities that can come out of of, the the the networking process of of LinkedIn. So I I still wanna be kind of top level the one who’s responding to comments, the one who’s leaving comments on posts, for the most part, but either the majority of my work on LinkedIn is is in the the designing of the the carousels. And so I I just wanna make sure that that takes up as little time as possible.

Yeah. Yeah.

But I did think about running all of my previous comments through it, like, into a, an AI assistant in playground. And using that to see if it could generate responses that sounded enough like me that I could hand that, that bot over to to a a virtual assistant, and then they could just, respond on my back.

Yeah. It’s interesting.

I looked at Tap Leo, and I I’m not sure if I’m gonna continue with it because I was doing a one month on it, and they do have the ability where somebody where they don’t have direct access in your LinkedIn account, they can potentially write posts and send them to you and then you can review them and then schedule them or It’s Yeah.

I don’t think Tapair is really I don’t it’s okay. It’s it’s but I don’t think it’s great. And I think it would just be better better off, personally, training a virtual assistant to who who gets to understand you, your process, the stuff that you’re interested in, and can become like a, you know, a partner in writing.

Yeah.

What one of the things to do is, like, there’s there’s two types of assistance. Right? There’s, like, what I do is you have it doesn’t once you create your process, a step by step guide, it doesn’t matter who you hire, to be honest. You can as long as the the outcome is there and you teach them how to do that, anyone can do it.

But there’s the other type of hire is to send them a video and say to them, take this video and create a step by step process from that video, and then have them send you the soap.

Right, because ideally you wanna hire someone that is capable of doing that, right, to help you set up these systems and automate.

And you’d be surprised on on it it it seems simple, but it’s not for people to think like that. Right?

That’s worked well. Like, we did that for optimizing WordPress page speed. I sent a video and asked people to to, turn that into a soap. And then we they sent the soap. We paid them, like, a hundred bucks. It and we didn’t have them do all of it, but, like, a couple of pages, and then we we hired based off that. Right?

That’s really interesting.

Yeah. But don’t but I’m I’m like, if you get freelancers and stuff, like, Most of the stuff, like, if you get how to guides, you don’t have to worry about, like, who cares if if they’re freelancers, they’re gonna come and go. Don’t wanna work with you full time, have them. Right?

Or you don’t have them could be outsourcing it. I don’t care as long as they follow the process. It doesn’t matter to me. If you’re gonna hire someone like a virtual assistant and you you wanna mentor them and coach them, Right?

Do what I do and and sort of test them.

Yeah. It’s so interesting because I hear the two sides of Hey, you could put higher than knowledge base of somebody, let’s say, in a specific expertise domain area of LinkedIn.

And you could have them do some work for you then help create SOP for you to follow.

If that is something that they would do.

And then from that expertise, you can learn and do at the same time and create some how to for or yourself.

And then eventually you could hire a VA, you know, to help you keep the longevity of the how to going of LinkedIn posting. I mean, I’m I’m I’m thinking this all out loud as I go because LinkedIn is the bait of my existence.

I do not like it, but Take a course, document the process on it.

There’s there’s your process. And then as long as you achieve the outcome, You good? It’ll change over time, but your VA will, like, like, Jeremy knew nothing about GMB before that. Now he’s an expert.

That changes so fast that overnight, like, anyone who says they know everything about anything is is lying. Like, it’s impossible and just changes so quickly. But that’s where that’s the opportunity. You get them to update the guides, the soaps, whatever you wanna call them.

That’s their responsibility. Right?

Yeah. And if as long as the outcome’s the same, but I a lot of people, that’s the screw up too, is people don’t get clear on what exactly what they want.

Right? As long as you’re clear on the outcome, how you get there can change over time. But but as long as you’re you know exactly what you want and what success looks like, you can figure out how to get there. You can create a process, and then you can document that process. Then you can delegate and automate.

I also wouldn’t be worried about getting it, like, I wouldn’t worry about optimizing that process too much either. Like, it’s such a messy experience, social media, and and growing LinkedIn, and Like, it’s it’s not gonna be, like, it’s it’s it’s never gonna be perfect. And I think what’s most important is just, like, getting the right attitude, getting the right system.

It might be do this though.

Like, here’s the that’s a great question. So here’s the the social media. Right? So you’re whenever you have them do something, you’re linking to the system, and this is a living document.

This how to guide is a living document. So every time he goes in and he optimizes his GMV profile, right, it may be different. And if that’s the case, then he just updates the step. So this is a living, breathing document that’s assigned to him.

So step one, this may not be relevant. In a time. Okay. I’m just gonna update this. I’m gonna update I’ll remove this step. I’ll remove this step, but you’re always working from this document.

Does that make sense?

And that’s that’s the secret. Right? That’s one of the the the ways that you you systemize your business.

I love systems. Yeah. It’s just the how to and what system to start with.

And How about we do one together?

Do you wanna do you and I will work together and we’ll start I will I’m gonna put this together because I wanted to use Joe’s that was relevant because it it is a bit of a mindset and it’s a shift, but I wanted to do this as an example, but I’ll let me work with you on that. Will pick one of the things you’re working on, and then you and I are gonna organize it, and that’s gonna be your very first system.

I love that. And then you know what it’s gonna be? It’s gonna be my email list.

So how let’s break that down. So what is the what is the outcome that you wanna achieve?

Well, I mean, I’m so curious how many latent emails I okay. Yeah. It’s a good question. So first of all, I’m gonna walk through what’s on my mind. What what number of emails do I have that are potential opportunities within my Email accounts.

You’re gonna segment your list.

That’s the first step.

We’ll extract my list first.

You’re gonna extract your list, then you’re gonna segment. Then what’s next?

And I’m gonna segment.

And then I’m gonna Define segment.

What are you segmenting by?

Well, I’m gonna leave that one for a second, but I think what I’m gonna do is I’m gonna check to how clean the list is.

So you’re gonna clean your list first. So that’s the first step.

And then check deliverability somehow. Then I’m probably then gonna segment my list on what criteria?

Maybe, we’ll figure that out as we go and we’ll document it.

Six. So and then six is, okay, taking that list and then setting it up with an email marketing platform.

There you go. Now you have now we’re gonna document that, put a how to, whatever the outcome is, and then it’s a repeatable process. So now you can do it if they ever come across that task again. And that’s an evergreen task, meaning that it’s never gonna change.

The tools may change, but the you’re still had a segment of list inside a segment of whether to use a tag or what it is. Right? And now if you wanted to, you could delegate that to someone and say segment my list, and then I’m gonna send this evergreen campaign from this list, and now you’re gonna have a how to guide on the other you see how it all connects?

Yeah. And I think the question too becomes how do you I’ve always wondered how you take personal emails to your personal inbox and then clean them and make sure you can deliver to them.

We’ll figure that out and we’ll create a we’ll create the anything like that Yeah. Is a process that you that you can do anything. It’s just there’s a process. You gotta figure out how to get that and you gotta document that process. We’ll figure it out and we’ll document it as we go. And we’ll save it, and that’s the first thing that’s gonna be in your system.

I love it. That’s my that’s my project or my system.

Well, it’s it’s one of the piece, and that’s related. So so the the trick, and I think what Joe’s what she wants you to do these daily these daily things because it’s it should be part of your your overarching goal. Like any of these non negotiables need to support a goal.

Yeah. Okay. They they need to, like, the related to the health. Like, you focus on the twenty percent that is gonna help you achieve eighty percent of your goal. We all have a goal to achieve celebrity status. All your non negotiables need to support that.

Right? And they’re gonna be subsets of this.

And that’s the question of where you’re and then I don’t know the to it is like you said. Okay. If I have that email list, how many of them can I actually use? How many can I potentially put into a newsletter or email to drive sub stack? But when I have that email list and I have a clean deliverable I feel like there’s a a sense of, you know, knowing where I’m at because everyone talks about re algorithm could change from a social media perspective, but you always have the bankable, you know, email list that could convert into paying at any time that you choose to do maybe a course or a webinar or etcetera.

So that’s kind of the work But Can I can I give you an opportunity?

Yeah. Talk to Joe about creating a course on how to launch a sub stack newsletter.

There’s there’s opportunities everywhere because that’s what the course is. It’s a detailed step by step how’s you guide. And anyone can figure it there is a process that you need to follow. It will change.

Yes. Technology changes. I get it. But if that happens, it’s little tweaks.

That’s the opportunity.

Right? You just said two systems to me. You said a system on how to segment and clean your email list and a system on how to launch a sub stack newsletter. Yeah.

There’s opportunities for both of those. It’s what you do with them afterwards. And if you don’t document and do what we said, you don’t have those opportunities. Yeah.

You see the difference?

Yeah.

Think system. So do that. I I would do that. Of course, if it’s a good course, you gotta learn how to do it anyways. Correct me if I’m wrong, it’s not gonna do itself.

Yeah. No. That completely reminds me of something I’m working on with a fellow marketer. It’s like, we’re reaching out to some chiropractors and physical therapists, and a lot of them have, like, large lists of people that haven’t come in for, like, an adjustment or, like, just kinda touching base to see whether at, like, mentally wise or health wise.

And one of the things we’re working on is, yeah, learning how to clean their list properly so then we can, a segment to people who haven’t been in, like, six plus months versus people who haven’t been like a year out, you know. So it’s like, obviously, the people that are year out are gonna need a little bit more nurturing and things like, hey, you know, these three reasons are why it’d be great to come in. Here’s a fifty percent offer. Take your first one free, and then we’ll give you what whatever the offer is.

The offer is still being milled over. But that exact same thing is where we’re starting. So it’s like, I’d love to get on with you guys more about, like, the the scrubbing and the email things like that because that’s, like, one of my main focuses for sure.

And one of you need you need process. I’ll tell you why. Because in Canada, you have to segment if they haven’t contacted you within two years, you can’t email them. Oh.

But you need a process that that’s why you document it. Right? And it and you in it the outcome is to send okay. Let’s talk about the outcome.

Your outcome isn’t to is to segment and clean an email list. Your outcome is to send a segment and keep clean an email list in Canada or you could have three different soaps depending in there’s Europe, there’s a different process.

In Canada, there’s a different process, the US has a double opt in. It’s implied consent.

You have to have these processes. You have to document it because you’re gonna get in trouble down. You can get sued for that. Right.

If you don’t have a process, what are you gonna do?

And nobody has it ask anyone. Hey, do you have a process on, like, sending an email list in Canada? I do. They don’t. So what you’re sending you mean you’re emailing people? You know, you’re not following a process?

Now we’re just going in swinging, man.

That’s and that’s what people do. They figured out as they go, which is good, but you don’t they’re not documenting it, and they’re not saving it.

They’re doing themselves in justice because they’re missing out on an opportunity. Each of these is an opportunity. Every single one of them.

Yeah. And it’s so true. No. And where are you based?

I’m in Oregon, North America.

Yeah. And that’s the I think doesn’t Canada have double opt in too?

No. You have to it’s over it is, but it no. No. It doesn’t have double opt in here.

It’s, like, over two years. If they haven’t taken any action or contacted you, you can’t email them. And then they used to have implied consent, but it’s only implied consent if they schedule the the console. Like, if you and that doesn’t involve text.

There’s a whole different set of rules for texting. Just because you schedule a console doesn’t mean I can you. I can email you. That’s implied consent.

Text is double opt in. And it has to be within a certain, like, there’s certain rules. You gotta document that. Right?

Right. I love that idea of, like, you do. We do. Like, there was a really good realtor in, when I was working in real estate, she would train her team and she had crazy systems like that and want her very first system, which is you do, we do, then they do. So it’s like build that system out, do it a little bit together, and then they’re just fully on their own, which it sounds like exactly what you’ve you’ve done, Shane.

You need to. And if you don’t if you wanna start hiring VA’s and delegating and stuff, you need to systems. You need to literally have your business run on how tos.

And then and then you’re not managing you’re setting them up, but then you’re the person that you’re hiring to manage these, you put it in their job description that they’re responsible for maintaining these. Right? And just by the nature of doing it, and literally they work from these when they do the task. Like, they have this open, and they’re like, check, check, check, check, check.

And as it changes, they’re updating it as they go. So it’s always it’s always a living document. Right?

I set up any evergreen funnel. Step one. Check. Check check check check check. Oh, this worked.

I’m gonna update this. Right? I’m gonna do this. Love that.

Yeah. This isn’t working very good. This is killing it. So let’s just replace this with that.

So You got it. And now it’s a living document that was always there, and then it’s like, and that’s this is a course. I could easily turn this into a course. I could easily turn this into, a a bunch. I could do so much with this. Right?

Yeah.

It’s funny how it’s still, like, reminiscent of, like, building out pillar content, if we build out like a newsletter, then you can sort of repurpose a portion of that as a blog or as a YouTube short or or as whatever it is, but there’s the same similar methodology with the system going into a course or if you have a process, yeah. If you have the process.

Right.

If if you treat each one as a system and a how to, absolutely, you can. And that and that’s where you have the opportunities. Like, it’s and then eventually you can do what other people do. Like, they’ll hire other people to build the systems for them, which is, of course, Right?

The you hire someone to build a course. You’re hiring them to build a system. Same thing. You’re just gonna sell that course.

You can turn it into a product if you really wanted to, but you’re gonna have them document the whole step, a to z. Because that’s gonna be the course.

Make sense?

Yeah. Totally. Love that way of thinking about it too, for sure. Definitely some mind opening stuff there?

It is a my I know it’s a shift and I was trying to, like, I was trying to figure out, like, what’s the best way to do it.

And I think another way is my like, I’ll work with you manique, and we’ll we’ll start building out your system step by step.

Starting with what you’re working on, and we’ll use this as a plan. And then that’s gonna help people sort registered as well. Okay?

Yeah. This is great.

Did it make sense that it came across? Like, I was hoping I was I was struggling like, how can I explain this? Like, I was trying to get across, like, because I know it’s a bit of a mind bend when you something versus a system versus like a plan versus a marketing plan. It’s a subtle difference, but it’s a big one.

Well, and I think it’s even discovering within the how to guide that there are going to be areas where And I keep going back when somebody asks you, like, oh, how did you do that within the obvious thoughts, odds of where you’re doing something?

Then that becomes another how to guide as well. Right? Because that expert curse, you start to forget where your knowledge is is just automatic. And then the other moments where you have people say, oh, how’d you do that? Then that becomes the chain, you know, and and it’s sort of like embedding those in places that, essentially, it starts with an idea. Like, my idea is I’d like to get an email list for what personal contacts and start the process of cleaning them and segmenting them and then selecting the right service, email marketing platform, because quite honestly, there’s so many of them. It’s they’re so expensive if you don’t pick the right one, and it’s super confusing.

And I feel like the process of even selecting an e email marketing platform is, of course, in itself, Yeah.

What’s the last Nolan, what’s the last deliverable you just did with the client?

We were working on a It was a marketing business who markets to cash based physical therapist, which I didn’t even know was a thing. So their thing is, like, in ninety days or less, we’ll get you thirty k of revenue where we work with you for free.

And, yeah, that’s what’s Well, what did you create for them?

Like, you created a website? Yeah. So if if I asked you to hand me a step by step how to guide, could you do it? No. That’s that’s the missed opportunity. Exactly.

What you just told me I didn’t document it.

Exactly. Now it will.

Next time, you better believe I’m gonna be recording.

That’s huge. Yeah.

Exactly. If you do it anyways, people do it anyways, but they have a project mindset. There’s a start and an end date. Wow. That’s not the way to look at it.

It’s like, no. There’s a bridge or whatever the house, whatever you wanna build metaphorically. We’re coming back into it, you know.

You got it. Bill that. You got it.

That’s I don’t know why.

Maybe it’s because I watched Lord of the Rings recently. I keep picturing, like, this medieval, like, three foot long river in, like, this whole family jumping over, jumping over to get to their house every time. But it’s like, no. Just build the bridge or the bakery or whatever this system is because it’s gonna be repeatable scalable regardless if they’re infants that can’t jump it, elderly people. Like, it just needs to be easy, reputable, and scalable. Exactly.

Yeah. And you’re doing it anyways. You’re you’re you’re you did that anyways. All you had to do was instead of that project plan, just work, and it’s so much easier. You have a page.

I just don’t build the bridge. I jumped over the river, like, oh, there’s not gonna jump back. Yeah.

Yeah. No. And it would be so interesting if you could do a Loom video pretending that you started from beginning knowing what you know and just do what you did on my video.

As you go, you’re moving somewhere. What you and I just did? Same thing. You’re moving stuff around.

You’re like, start, and it’s a living document. You just link to that living document and you book time to work on it. That’s it. Right.

You you’re struck, and that’s your daily non negotiable. I’m gonna spend one hour a day working on my email list.

And then you’re gonna wait two minutes.

After this call, but, like, what did I do since I’m still kind of working on it? So it’s still very fresh. Obviously, had I been doing it as I was doing it? That’s ideal. You know?

Exactly. And then your documents Right.

Then in there, and you’re like, oh, this kinda suck. Oh, this worked really well. Now I’m kinda like, Did that work well? Did I go back? You know? Yeah.

Well, and then you could take the transcript of you talking through the video and turn it give it to chat GBT and say, turn into a step by step process.

I got it. You got it. Now you’re thinking. Record yourself. I do that with little mundane task. And I and I transcribe it and I turn it into because you never know.

Right? Yeah. You never know. And before you know it, you’ll have hundreds of little how to’s in their evergreen. They are never gonna change. The process is always the same.

And then you step back.

That’s my goal. I’ve gotta learn how to do this.

Well, we’re gonna I’m gonna work with you on it.

I’m gonna work with you on we’re gonna you and I will spend some time and we’ll work on the the pro because it just so to reinforce it. And we’ll start building out the first thing is to build out your knowledge base. Right? Have those three folders, operations, your finance admin, and then your sales and marketing. The the the operations or the sales and marketing and the finance admin, those are your core functions. Those support your operations, and your operations is delivering the service.

Yeah.

Right? Then make those distinction, and then you’re good. And this create how to guys each of them and then you’re golden.

How to invoice a client, how to there’s a process for that. Right?

Oh my god. How to build proposals?

Bingo.

And then you can you can outsource that and delegate. Here’s how to build a proposal? Okay. Let’s let’s think like a system Okay? Let’s let’s do a discovery call with the client. Let’s create a story framework.

Let’s ask those questions in the same steps as the story framework. Let’s take that, transcribe it, and then let’s you see what we’re doing. We’re creating a process.

Yeah. I know.

I just had it And then let’s send it to design.

I just had this whole conversation with, people who, you know, are trying to negotiate payment terms, for example, and have the conversation about, you know, you’ve gotta put in and I’ve told them, like, you’ve gotta make sure that you put on the interest if it’s, you know, so that If they don’t pay, you’re not getting mad, accounting them. The the reality is is, you know, it’s passive income until you get paid. Now granted you wanna get paid the full amount, Like, I never thought about that, but there’s all these nuggets that are in us that, you know, are able, you know, to be shared.

Like you said, even on a invoice. Like, what are the key things about an invoice that are gonna protect you, for example?

Ask anyone in the group, hey, sending a proposal. Can anyone send me their step by step process and how they do it?

Yeah. It’s all in their head. Yep. Right. And that’s a missed opportunity.

Yep. And then that means okay. They may function in their head. But they can’t they can’t delegate it. They can’t automate it, and that’s the trap. Because once you get in the trap, you’re working on the in the business.

And if you’re working on it in the business, you’re screwed. You’re gonna it’s gonna lean to burn out.

You’re gonna There’s gonna be so many hours in the day, you know.

Exactly. You got it.

But ironically no one has I need a system for my client outreach because it’s definitely in my head, and I gamify in a Excel spreadsheet, but I need to just have it systemized.

Like, Yeah.

Oh, yeah. I would know and I would definitely, hey, we can cheat. We could be like, this is my how to guy. I’ll change it. It becomes a exchange retailers out to you guys.

For sure. Yeah. No. And it’s fun because you can kinda gamified, like, all my conversion rate sucks with this kind of business, or it’s like my I need to work on this portion of it and you can kinda see I can see that being implemented in the system and being like, okay. This sucks. We’re gonna scrap it or consistently trying to hone in on it and just make it more.

Even ask if you ask anyone in the group, like, your social media say, well, does anyone, like, post on social media? Yeah. I do. And then ask for the step by step how to guide.

They won’t be able to give it to you. And the missed opportunity is that you can delegate that stuff. Well, no. I’m not gonna do.

I’m looking for a VA, but you’re looking for a VA. You don’t have the process yet. Build the process and then hire your VA, and then now you have something to gauge the success by whether they’re they’re doing a good job or not because you have a proven process.

Yeah. It’s all about that for sure.

Yeah. It’s simple. So okay. I’m glad you guys, like, it’s I was trying to okay. It it is helpful. It it came across. Okay.

Very, very well spoken.

I think Yeah.

I’ll work with you, Monica, Monique. Sorry. We’ll we’ll we’ll work together, buddy. Do you want Nolan, I can work with you too, buddy. If you wanna, like, work on some.

I would love that for sure.

And we can both start with the with the authority plan.

Like, just looking at that, and we’ll start with one of the deliverables.

Like, what do you What’s the first thing that you’re working on, Nolan, for your authority plan?

For me right now, it’s like my productized services because I have a couple clients that I’ve worked with in the past, and they’re like, was trying to negotiate, and I know everyone wants to pay down here to get up here. So it’s just like I just wanna have my services out there and like, this is what it is. If you want it, great. If not, I don’t I don’t really like to negotiate things like that. It’s, like, I feel like they disrespect my business at that point in time, and it’s, like, I don’t really wanna not that I don’t wanna work with them, but it’s just like, I would prefer just being, like, This is the price set in stone, and that’s it. Okay.

So the outcome is, let’s use a framework. Right? The outcome is that you wanna productize a service in your in your company Correct?

Right.

Now to get to that point, the very first step that we’re gonna need to do is you need to look at the services within the past couple of years that you’ve delivered and you wanna focus on the twenty percent of services that generated eighty percent on your your revenue, the high ticket stuff, okay, or the stuff that you’re frequently delivering.

That’s the first step. Then once you know that, you can identify the product that you’re actually gonna productize.

Then the second step is that the actual process to productize that service, and it just so happens, Joanna has a really cool course on that. That’s your process. And at the end of it, you take that how to manual and you productize another service. Then you can’t dispute.

Course is that?

I I don’t know if it’s launched yet.

Ryan’s doing it right now.

Sorry. Is it right? Yeah. I think he’s I think he’s doing it right, but that’s what he’s doing.

Oh, the productized service one.

Yeah. The productized service.

That’s Oh, yeah.

Good call.

That’s your how to guide.

And we can we can build that out and then document it. But then we’re also gonna have to get into let’s let’s look at something else you’re gonna have to automate. When part of automating your creating product high service is finalizing your sales funnel.

You’re gonna have to create a sales pipeline. You’re gonna have to do your marketing funnel.

Those are systems you’re gonna have to create.

Right.

You might you have to document them. Right? And then you save those to your knowledge base. Now you have four different how to guides So as simple as that.

So open up a Google doc, literally name it how to, and then link to it from your the plan that Joe has, the authority plan.

Are you working on that now?

Is that when it’s due this quarter?

I believe so. Yeah.

Is it? So put it here. Literally do this, buddy. You do this as, like, literally do this. It’s so, like, don’t over complicate it.

So say it’s in the shop.

Literally do this. How to productize, you know, a service, and then link to the how to document, and then you just and then that opens up and then just work from it. That’s your perfect plan. Figure out as you go.

I’m literally doing that after this, call.

You see how simple that is?

And people do, like, hand charts and you wanna sit on the email one, because I would love productized services the next thing to do.

Honestly, like, I feel like once I have a productized service, and that email base, they kinda are together starting point.

That’d be the only one without the other. Right? You’ll need the you can’t do one to figure it out. Yeah. Exactly.

Yep.

So I’d know, and I’d happily go in, like, if we wanna sit together and do the email and then prioritize service, that would be to really great how to guys, I think, to get me going.

Share the plan. You guys share this with me both of you and then and then figure out the trick is in each quarter.

This right here is a process. You can’t do what are you gonna do in q one? What are you gonna do in q two? In q one, you’re gonna productize a service.

What you’re really saying is you’re gonna create a step by step process to productize the service. And the end of it, you’re gonna have your process documented. What are we gonna do in q two? Well, you’re gonna sell and market that.

Right? That’s and that’s what Jill’s trying to to teach you guys, right, each to look at it that way.

Right. And then don’t link, and you’re oh, it’s so simplifying it, guys.

Like Right.

It’s literally just breaking it down to very first principles, like engineering stuff. I love that.

Bingo. And not only that, buddy. Think about it. All you’re doing don’t get caught up on, like, these stupid task management stuff. Like, people time block individual tasks, that’s mind numbing. No.

Just block out time to work on your authority status, link to your the authority on it, and then just work from your online document. Pick up where you left off.

Exactly. You see how long that is. So easy to follow, and that just makes perfect sense honestly.

Exactly. And that and that’s the way to do everything in your business.

And It’s always so over complicated, but there’s this.

There’s this. And it’s like, man, there’s so many opportunities, but it’s, like, really just systemize it, and there won’t be as many opportunities, you know, hone in on what matters, you know.

Exactly. And your project plan is a how to guide. That’s it.

Yeah.

I mean, I’d love to have one productized service by the end of January that I could send you an you know, email list in on social media and just say, here it is to your point, and all I’m like I can help you.

If you want to do the productized service, we we have about ten, fifteen productized service.

As we’ve launched. We make one service makes about a hundred k, a year. So I can help you guys with that step by step because part of the process is you’re gonna have to you you you’re gonna have to have a system to to market it to sell it than deliver the service as well. Right? But that’s easy. That’s just con that’s just can ban. It’s to do doing done, and then you but you automate it, that what you’re gonna need is part of your process that you’re gonna have is like a client discovery, but you’re gonna automate that.

Right? And that’s gonna give you everything you need to build it. And then at the end, the trick with a productized service is not to do it, just to automate it and delegate it.

Right? Your job is to build the system not to not to do the work. Right.

I feel it.

That’s if you wanna scale.

I feel like if we do one productized service to three of us altogether from beginning to end as you describe it, Shane, I would, like, have a massive unlock.

You guys wanna if you guys wanna pick a service, the productized service, I will help you guys. I promise you guys in three months, will you’ll have a fully productized service. I’ll even do to help you guys. I don’t mind.

Like, I I’m all of it win win, like, succeeding in life. I’d like to help people is I will my agency will do the the this stuff. Like, we’ll we’ll code it for you. We’ll do all that stuff.

Right? I’ll I’ll walk you guys through the what we just did on building the system. The end goal will have a complete system on how to launch a productized service.

The stuff like the landing pages and all that stuff my agency will take care of will use WordPress.

We’ll we’ll we’ll do that for you. And in the end of three months, you will literally have a productized service you can give to the students and say, well, I’m gonna I’m gonna start making money from this.

Oh my gosh. That’s it.

But it’s easy, though, guys. It’s but it’s it’s it’s possible and it’s easy as long as you approach it as a how to guide.

Right? Right.

So it’s That’s the productized service.

That’s it.

Yeah. Without those systems, it’s just so overwhelming because there’s so many moving pieces. And there doesn’t need to be that many moving pieces. I know.

Focus on the twenty percent that is gonna achieve eighty percent of your results. That’s it.

I’m not sure if that is yet, but I’m willing to get jump on in So what would be what would be the next meeting type?

Like, where Nolan and I could no.

Are you What would you can send me your authority plans, but send me those authority plans.

I’ll bookmark them. I’m gonna create a system. I’m gonna I’m gonna do what I’m doing. I’m gonna I live this stuff.

Seventy authority plans, I’m gonna create a system to help you guys launch product high service. Okay? Then we’re gonna work from that and and then I’ll show you how the first step is we have to define, okay, we know what the outcome is, and we know what you guys wanna achieve celebrity status. You’ve chosen your one thing.

Then once that’s done, we’re gonna start if you wanna start with a product size service, that’s fine. We’re gonna schedule it out.

And we’re not we’re not gonna get caught up where it’s like, In q one, I’m gonna do this phase. In q two, I’m gonna do this phase. No. We’re gonna say, by the end of q two, we’re gonna have a fully productized service. You’re gonna link to a how to check mark list. That’s it. And we’re gonna figure it as we go.

Easy, peasy. Right.

Love that out. It’s just like simple reverse engineer. Like, what do we want? Okay. Let’s just work a little bit backwards straight lines for That’s it, man. Not branching out over here. We’re not branching out over there.

Think about it two calendars. Like, I’m a bit of geek with time management, about how, like, mind numbing that is when people, like, actually time block specific tasks. That’s insane.

Rate time block outcomes.

Just set aside time. Everyone, well, what is my one thing that I should be working on? My my non negotiable?

What they’re really saying is I’m not clear on on the outcome that I want. I’m not clear on my goals because if you don’t know the outcome or the goal, you can’t you don’t know the process to get there, and that that’s what they’re confused about. Right? That’s the issue.

Right? And then when you block, you time block, you just focus on progress. Today, I’m gonna work on my authority site. I’m gonna open up the how to document, and I’m just gonna pick up where I left off and move to the next step. And then I promise you in three months, you’re gonna have something really good.

Awesome. Love that.

Alright, guys?

Okay. Is it the but it made sense. Everyone, any last questions before we go, I know we always stay longer than it’s, any other any other questions on that?

No. I think it’s just letting it all sync sync in.

Yeah. Let it sync in, and I and it’s gonna really sync in when we do it together and also give everyone else examples of it, including, like, how to set up the knowledge base because you’re really setting up your system on how to run your business. Right?

As well. And we make a here’s another tip. When you’re creating your product type service, you’re gonna need to invoice clients. You’re gonna wanna automate you’re gonna need a you’re gonna need a how to guide on how to invoice clients.

Right. And see how it connects? And before you know it, you have, like, from that one productized service, you’re gonna have twenty different how to guides in each different department that night you can automate or delegate.

Well, I do have a business.

Exactly. Now you’re systemizing your business. Exactly. And that’s the mindset to have. Right?

Right.

It’s a big it’s a subtle one, man, but it’s it’s a big one. Right?

Well, and one of the things that I’ve really been thinking about that Joanna had said is that you don’t actually need a website. You just need a landing page, which is can be within Stripe.

And I was like, that’s a bit of a I don’t even have a website, guys.

Yeah. You don’t even need a website. No.

And this There’s different ways.

And that’s a lot a lot of where I’ve been hung up on my business is the fact that I don’t have a website up.

And I’ve sort of It depends on your strategy.

You don’t need a website.

It depends on I know.

And I think that is in itself a how to guide. Like, by the way, you don’t need a website to have a very profitable business. And here’s how you can have a landing page and a place where you create these services. Like, I think that’s that how to guide is a value alone.

Well, the the the how to guide on that is it’s a it’s so that there is a there is a guy. That’s what we did as partner Right? So we have agency partners we work with, where they white label all of our our work. Right? So we’re doing the work. And but their clients don’t know it, but the work we’re doing is product sized and delegated out.

So I don’t we don’t have a website because I don’t need to because we always have business coming in. And then the the services are all productized, systemized, and then it allows me to do like, I have a lot of time on my hands because it’s I can.

Right? I have two kids, but it’s but it’s building the system to get up to that. Right?

That’s the secret. That’s that there’s a whole that’s that’s what you do. Right? Right?

Definitely working a lot smarter than harder, but like you said, it wasn’t like you couldn’t just flip a switch on it, like, work smarter.

You had to work hard to learn and fail from and no one thinks like this guys trust me.

Nobody thinks systems. That’s why there’s such burnout. That’s why people get, like, frustrated. That’s why everyone’s saying Don’t do agency work.

Don’t do agency work. But you hear Joe say, yeah, do agency work. There’s a lot of money to be made. What she’s really saying is system Like, she’s she you don’t think she has.

It doesn’t have a a clear cut system and processes in place to deliver? You bet she does.

Right.

Right? And that’s what she’s really but people will start an agency, but they won’t think they don’t even have their services productized. That’s crazy.

I feel like that’s you gotta set that up early for your Exactly.

You don’t need custom work, you you just need to solve problems.

Right. Right. This is it. Either you want it or you don’t. If not, there’s thirty million businesses in just the US alone.

So Well, yeah, but the beauty of it is you don’t you don’t need to tell they don’t need to they’re they’re getting an amazing product and because it’s a systemized and you’re you’re ensuring consistent results.

They’re actually getting a better product than this custom stuff. Right? But you don’t have to sell it as that. Right?

Like, when we deal with the clients, we’ll we’ll charge, like, say, like, twenty grand for a website. It’s a proven system that we use. We use ADA framework. You don’t think it’s a step by step process.

They it’s custom, but it’s not. Right? Yeah. That’s the key. That’s the trick. But if you don’t think like that and you start an agency, you’re done.

You’re burnt out. I’ve been there. Trust me. You don’t wanna go there. It’s depressing. I I had depression because of It’s, like, this is years and years ago.

You don’t wanna you don’t wanna go, man. This stuff works. I have a clinic in Los Angeles. I have rental properties an agency, multiple productized services going on, kids, and it’s all systemized, right?

That I’m not I’m not like it’s genius. It’s just just create systems and figure it out.

I’m so excited.

I feel like this is so stuff.

Yeah. I’m I’m really, like, I guess now it’s a question of I’ll send you my authority. I’ll update it.

Then maybe authority site guys, both of you, please, and then we’ll work through it. And then let’s let’s both of us aim the three of us. Each of you guys will have a productized service.

Let’s say you wanna do three months from now this quarter. You wanna do the business quarter?

I would love to do is end of January, like unrealistic?

No. This is we’re talking end of no. No. You can’t. It’s not you wanna So a good rule of thumb is every three months.

So a good rule of thumb is take it deliverable, and and focus on completing that within the ninety days. So then it’s like there’s twelve week here. You have four quarters. It’s a lot of work.

You’ll get a lot done. Trust me. So during q one, you focus on your if that’s what you need to focus on first, I don’t know what you guys do. Like, it may be if that’s what you guys wanna do within q one, that’s gonna help you achieve your status.

Then do that. Right? But your goal is to have that done by q one.

Yeah. Revenue for me is number one before status at this point. Like, I can link I can do LinkedIn. I can build my book, but I feel like, you know, and some of the newsletters, but I honestly feel like the revenue and scaling part of it is the safety net.

If that if that’s the focus on it, like, it then then that’s the how you get there, the process is gonna be different. Like you said, we talked about that, remember. For you, it’s about maintaining cash flow. Other people, it’s not. The process is gonna be different how you achieve that outcome.

Yeah. But we’re gonna work on that. And if that’s what it is, sure, let’s aim for q one, both of you will have a productized service, and then we can start, driving traffic to it. And selling it. Right? So we’ll have to think you’re gonna have to hire a VA. You may have to do it yourself originally.

But you have a VA and then we’ll use my agency, I’ll help. Hey. Let’s I’ll work with you guys on that. We’ll we’ll get you guys what you need on that, and then we’ll have some fun.

Epic. I appreciate that, man.

No. No worries, man. It’s it’s, it’s, it’s, it’s fun when you think about it, man. I get, I get good with this stuff, but it’s, It’s, I love anyways, it’s, we’re good. Any any questions before we go, guys?

I know we’re over Above and beyond everything answered for me.

I know. I just want to say above and beyond. And I think the only thing is if there’s a book that you recommend or something you recommend to just, like, read, or listen to, I would take that in between now and the next time we connect, I guess.

On systems, like sort of creating, it’s it’s not there’s a yeah. There’s a couple I’d recommend. Like, it’s, like, kind of the same approach.

But just remember the the the just focus on, like, Anything you look at you’re about to do doesn’t matter what it is. You’re gonna wash your hands. Okay. What’s the outcome? Clean hands. What’s the process?

Rinse with soap, lather up with soap, rinse my hands, towel. Okay. Now you have a system. You have approvable and approach everything like that. Right.

Making a cup of tea. We’ll put the water on first, then you pour the tea into the ball, then you pour the ball. Yeah. Exactly.

You got it in one turn. You got it.

Maybe that’s the work.

Is this, like, going through the next few days of, like, what’s the outcome? What the in the process is the how to guide?

Bingo, and that’s your project plan. That’s all you’re working from.

Yeah. Yeah.

And then when you you book time out on your calendar and you link to the how to guide and you pick up where you left off. Easy piece. Yeah. You do anything.

Trust me. That that’s, like, over time management is the most, like, overrated thing in the world. Just Like, just block time and work on it. Don’t give yourself deadlines.

Your deadline is q is q one. You’ll reach it. Trust me.

You don’t need to give yourself milestones and all this crap. You’ll get there. Awesome.

I love it. Okay.

Alright, guys.

I’m gonna go make yourself a cup of tea, and it’s gonna be a mint tea that’s hot.

And and have a sheet of paper beside you and think steps. Step one. Right. Step two. Step three. Yeah. And then put that beside it, and then you could say to your children, Go make mom a cup of tea.

Right.

That’s unfortunate.

You got love it.

Exactly. And now you get the perfect moments exactly the way you like it. Right?

Love it. Alright.