Tag: take action month
Funnel #1: Appointment Booking Funnel
Funnel #1: Appointment Booking Funnel
Transcript
As usual, we’re going to begin with about twenty minutes of, training on something that we’ve identified we as coaches have identified as, something that is needed, for the students in the room. So, that’s what we’re gonna start with today. This month, there’s two things going on in Coffee School Pro this month. First is, wrapping up your q one goals, your targets, how’d you do, what didn’t you get done, why not, and then making, making your business ready for q two.
So setting up goals for q two and then turning those into tasks. So that happened on Thursday. If you didn’t get a chance to attend Ryze session on Thursday or you’ve not completed the work from it, go forth. Do it to make sure you get it done.
If you don’t have goals, it’s really hard to know where your business is supposed to go.
So we wanna have goals. Alright.
Reasonable goals, but also stretch goals. If you have questions about that, we have time after the minute training to talk about all of that stuff. But the second half or the second part of April’s training focus is on fundamental funnels. Now not everybody here is trying to attract new clients. However, almost I think everybody here gets leads coming in and wants to make sure that they’re treating them right. Because what if one lead is actually gonna be, like, the perfect client for you?
So we are working this month on three key funnels, minimum viable funnels. If you don’t set them up, why the hell not? We’re digital marketers. We’re in the business of making sure that our businesses are optimized online, so let’s do this.
So, you already got the workbook. You know what’s coming your way today, and I’m just going to share my screen. Now we’re talking about three funnels, that three parts of a larger funnel, but these three funnels work together. The workshop funnel, the appointment booking funnel, the retargeting funnel.
Again, this is for clients coming in. It’s also, though, if you are somebody who runs a digital training business or you’re planning to, this could be, people who come in who would be from organizations that would buy your workshop. So anywhere that you have to like, your in person workshop, let’s say, or if you run a mastermind, they’d come in and they book an appointment to see if they’re a good fit for your mastermind. So although it might look like, oh, this is only for client stuff, it’s just for any anything that you sell on the end of an appointment.
That’s it. That’s all we’re really talking about here. If you don’t sell anything on the end of the an appointment, I don’t know anybody in this room who doesn’t.
So I’m looking around. No. Everybody does. So cool. So then everybody should have these set up this month.
We’re going to start today with the appointment booking funnel, then, Perna’s gonna talk about struggling moments on Thursday, and those are specifically the exact struggling moments that she has had her clients come to her with. So it’s not how to find your clients’ struggling moments. We’re actually gonna bring Bob Mesta in from Rewired Group, the jobs guy. We’ll bring him in later this year to talk about that kind of stuff, like, how to find those struggling moments for your clients or leads if you’re not sure.
But what she is going to do is share what people have come to her with just to have, like, a really good discussion around that so you can get new insight into, let’s say, people who have hundred thousand dollar projects on their horizon where they wanna pay you six six figures to do a job that might feel quite different from where some people are today.
And so it’s good to start hearing about what those situations are like, what those struggling moments are for a higher ticket sale. So you wanna be here on Thursday for that. That’s going to be basically top of funnel thinking that you’ll be doing. Also, top of funnel is Ross’s session on Wednesday. Ross Simmons is in. Make sure you’re always checking your CopySchool Pro calendar.
Ross Simmons is in to talk about repurposing your content. So he’ll do some light upfront training. Bring your questions. Please have questions for him.
If you have any content and you don’t like making new content all the time, he’s the right person to talk to. Also, he’s got an agency that does, like, Reddit work for large organizations and things like that. So really worth exploring, just doing a quick Google search on Ross beforehand to see what all he does, and then bring some questions. It’ll be helpful.
Alright.
Perfect. So we are going to start with the appointment booking funnel today.
This one. Alright. Now I’m not gonna walk through all of it. You’ve had the workbook since last week or even the or even earlier than that, but you’ve had the workbook for a while. You have time to go through this, and we don’t have time to set up the entire funnel today. What I have done is put in CopySchool professional calendar.
Today has a work block for you. That doesn’t mean that you have a work block for you, but what I’m recommending is you find a day to sit down and do this. We’ve broken this into, like, how much time you should allocate for each of the things that you’ll wanna do as part of this, like, appointment booking funnel in a day, knock it out in a day. I don’t know how many people come to me and say, oh, yeah.
I was working on that, and something’s, like, eighty percent done or sixty percent done. You just have to get this one other thing done. Do your best to knock it out in a day. If that means the kids see their grandparents this Saturday so that you can get up at six in the morning and work till three in the afternoon on this, that’s part of getting all of your business stuff in place.
So the appointment booking funnel is really just a matter of do you have a place to land people? We’re not gonna worry about what comes before it. We’re only focusing on the appointment booking funnel itself. Okay?
So there’s two general ways into most appointment booking funnels. The most common one for almost or I guess everybody in the room if you don’t yet have a workshop up is this. There’s some unknown lead who is landing on an appointment page for you. So book time with me, book a call with me, whatever that call to action might be, your consult or your, consulting page, whatever it is.
That’s where we’re mostly going.
This is this. We’re showing over here.
Because we’re gonna be talking about your workshop funnel next time, next Monday, this is the other way in that you’ll have. So you should have two landing pages that drive into the same final points for your appointment booking funnel. Different traffic goes to different places. You don’t know people going to the unknown lead appointment landing page.
You do know people going to this one, and you know them simply because they have done the workshop. So you don’t necessarily know them, but they’ve completed the workshop, and then they land here. Okay? So two landing pages, each are a little bit different.
We’ve got a video on the post workshop appointment landing page. That’s the match trigger tease video that I taught, like, last year, I think, around this time. I’ve got a link in here to go find that video, if you’re not sure what it is, but it’s really quite useful.
There’s an embedded scheduler. There’s risk reducers. So after I’ve watched your workshop and I’ve got the I can see this video now. I watch it.
It auto plays whatever however you set that up. Again, it’s minimum viable. We’re not talking about all the minutiae of everything. Just get the thing standing.
The scheduler embed right there on the page. Do you time it? Don’t you time it? You figure that out.
Risk reducers. And then any extrinsic motivators, other things that could be pushing them to go such as, let’s book it in the next three days in order to lock in a full half hour. I don’t know. You decide that.
But what other motivator do they need to get them there? Outside of the intrinsic motivation of I want a better outcome for myself. I wanna work with someone who’s clever. But what’s the other stuff you can kinda push on them?
So we’ve got that as one landing page. The unknown lead landing page has your diagnostic video. I know there are a bunch of a couple new folks here right now, and anybody watching this as well is watching the replay. The diagnostic is a whole thing.
So we can talk about that separately, but go through the Copy School Pro training to search diagnostic, and you’ll see a bunch of videos come up for that. So we’ve got a diagnostic video. We’ve got extrinsic motivators, which could be very similar to these extrinsic motivators, except they’re two very different audiences.
One has just spent time with you and believes in you. The other might have found you on LinkedIn or someone said something about you and now that’s how they found you. So two different audiences, probably different motivators drive them there, risk reducers, and then a scheduler that’s embedded that’s probably gonna be timed, but we can talk about that. That then drives they both drive to the same page, an appointment confirmation page.
More video here. Video is cheap to produce. We can all hold up our phone, talk into the thing, edit it immediately, post it on a website. Done.
Easy. So video to motivate those show ups and then a checklist of how to prepare. Now when we were doing last month when people were doing their sales qualified lead funnel audits, nobody had any of this stuff in place. Right?
So it can be like, woah. There’s too much here. There’s so much here. It’s really quite simple, though.
Just do what you can to get them to show up. You on camera being, like, friendly, being on brand is going to help a lot, and then telling them how to prepare. And we’ll get into that checklist right away here. Then you’ve got the appointment show up sequence.
These are emails. If you don’t like writing emails, it’s time to start writing emails. It’s for you. You’re a copywriter.
Money comes out the other side when you write them, so write the things.
We’re gonna have timed emails, trigger based emails for an action, and framing who shows up. So make sure people understand the right kind of person to show up and what it means when they show up, which we can talk about. Now we’re not, again, we’re not gonna get too deeply into any of this. I’m gonna pop down to one part that I want us to script together today, and that’s it. So what I wanna show you here is there is a complete checklist for you.
The only thing getting between you having this page in place or this funnel in place and today is whether you’re willing to sit down and just apply yourself and do this.
There will be things that might make you wanna not do it. I’m not interested in entertaining any of those. This is what your business needs from you. Let’s do it for our businesses.
So, you’re gonna do planning, development, and ideation. This is broken down into exactly what to do. Give Give yourself ninety minutes, no more, and potentially less. If you’re like, nailed it.
Did that in thirty minutes. Cool. You win. That’s awesome. Now you can move on and maybe spend more time on writing or production, or you can also slay those much faster too.
So the writing side is gonna be scripting the video for the post workshop page, developing talking points for your diagnostic video. If you already have your diagnostic video recorded, cool. It’s ready to go. You just drop it in here.
Don’t mess with it. Don’t overthink it. It might not be perfect. We’re just trying to get this thing standing.
Then you want a script and appointment confirmation page video to motivate those show ups.
Pretty simple stuff for copywriters just like a one minute video that makes people wanna show up, make sure it’s got a hook, the usual stuff.
Writing a three part show up sequence, so what happens when they book, getting them to add to calendar, what about twenty four hours before and thirty minutes before. This might not always be email either. If you’re accepting people signing up with their phone number and they’re saying, yes. You can text me, then you can just go ahead and text them instead, and that’s much better use usually for show ups than email.
And then writing any trigger based emails based on an action. Did they open anything or did they not open anything? Did they click or did they not click? Did they schedule or did they not schedule?
Integrations with Zapier, really straightforward. Zapier used to suck. Zapier is now awesome with their AI generator to, like, really throw together those zaps pretty quickly. So then comes production. This is gonna take the longest time. I know that it can feel like, do I have to learn all this stuff?
If you have money to throw at somebody else doing it, throw it at somebody else. I know for me, when I was starting out, I learned Camtasia. It was slow. I learned Photoshop. It was slow, but it made me able to do anything whether I had budget for it or not.
So you don’t have to hire this stuff out all the time, and tools are so much faster and cheaper than Camtasia and Photoshop. So now with Canva Canva alone, you can produce everything that you need to make it look better, including editing your videos. So, yeah, that’s the breakdown of what you will be working on. You can see that it’s about seven hours worth of time, so it’s about a day’s worth of work.
This is some of the stuff. You can go through, come up with it. Obviously, you can just put this on your own worksheet as well if you want to. It doesn’t have to be in here.
I know some people here print off every workbook and put it in a binder, which is great. But just go through and make sure you’re doing this work. This is the video I told you about on, that post workshop video script. Diagnostic video talking points.
This is the part that I wanna work on today because it’s fast, it’s easy, done. So what I would like is I’m gonna walk you through what this is, then I’m gonna give you five minutes just to, like, knock your video script out. Use AI if you want to. If you wanna, like, take this, upload it to ChatGPT, and make it right for you, I do not care as long as you get the thing done.
Okay?
We can make it better later. Don’t be perfect about it. Be the opposite of perfect. Be, like, embarrassing to yourself with just how, like, rapidly you just knock this crap out. Okay. Later, we can make it not feel like knocking this crap out. Alright.
This is, again, the appointment confirmation video script. Someone, whether they have watched your workshop or not watched your workshop, lands here. All you’re doing is saying, hey. Well done.
We’ve booked you in for this. Make sure you’re matching their excitement for taking this next step. That doesn’t mean when I say match their excitement, I mean, match their actual excitement, not match a cheerleader’s excitement, match what’s really going on for them. Like, are they trying to like, what problem are they trying to solve?
Do they worry that you might not be the right person? Now you don’t have to talk about that. Just make sure you’re on the right tone with them. Okay?
And then tell them what they can expect in this fifteen or thirty minute call. That’s it. Match what they’ve done. Hey.
Well done on booking in your appointment with me. I don’t know. Match their excitement for taking this next step, and then tell them what they can expect. That’s it.
Then below that, you can either talk about this in your script, although I recommend that you only film things that will truly be evergreen.
So if you’re like, look below to get the cheat sheet on how to prepare for our call, and then it’s not actually below later for some reason, just don’t put anything in video that you can’t make evergreen. So this might be the kind of thing that you do wanna talk about in video where you’re like, well, of course, they’re gonna go check their inbox. It’s always in their inbox.
Or if it’s, hey. We only do this stuff by text or on WhatsApp, make sure you tell them where to go look for the confirmation.
Tell them that they need to accept the invitation now or else. So what’s the consequence?
If you don’t accept this invitation and I go to see it and it’s, like, the day of our appointment and you haven’t accepted the the, you haven’t confirmed this invitation, then we cancel meetings. So please just go to your inbox right now, hit accept, and we’ll see you in this call.
Tell them whether they can or can’t invite others. Do you want them to?
If it depends on your ICP. It depends on what you talk about in that first call. Tell them what they need to bring. So if it is, hey.
We’ve just you’ve seen the workshop with the diagnostic. Now, of course, this has to be for two audiences. So as long as you know they’ve both seen the diagnostic and you can say, hey. Why don’t you bring your diagnostic worksheet to our call?
Because then we can talk through some of the bigger opportunities that you just identified, and then what they can expect by the end of the call. By the end of this call, you’ll know if I can work with you, if we’re a good fit, where we could fit you on a schedule, if we’ll hit your deadline, or what might have to be adjusted to make this work. Like, really help them understand what they’re gonna get out of it. And we’re gonna do this all in a one minute video.
Okay?
So any questions before you just start scripting this post post appointment confirmation video script? Any questions?
No? Good. Let’s take three minutes and just fly through it. Alright? Alright.
Okay. You got an extra thirty seconds. You’re welcome.
Now is the part where you go on mute, if you’re not already on mute, and you pick up your phone, and you record the script you just came up with so that you have at least a first draft ready to go. That’s it. Pick up your phone. Make sure you’re on mute.
You can go off camera if you want to. If you don’t want people to watch you recording it, by people, I do mean me, and just record it. You got a minute. Just nail it.
Just there’s nothing you can do wrong here. Just record the thing.
Yeah.
I hope I’m not interrupting someone’s recording right now.
If I did, I’m very, very, very, very sorry.
But that is time. We’re at ten twenty five, twenty five minutes after a start.
Also worth noting is on request of some folks here in Copy School Pro, we have dedicated a week to it’s a get shit done week. You’ll see that also in your calendar too. So the next so today and next Monday, we’ll be talking about two key funnels.
Then on the twenty eighth, we’ll talk about, a retargeting funnel, which is somewhat it’s optional to set the funnel up. But what I want you to do that day is at least get the right pixels running so that LinkedIn is tracking traffic from that’s to your site and then off to LinkedIn, etcetera.
So that meta is as well so that when the time comes for you to do retargeting, if you’re not already, but I know some people in here have courses, others wanted to have courses and other additional products.
You will want to be doing retargeting ads at that time, and you’ll want Facebook, Meta, and LinkedIn to know more about, like, who’s coming to your, site. So that’ll make it easier.
Okay. So I’m telling you that because for the next two weeks, I’m going to have you do some of this training, and you might be like, I can’t get these things set up. That is what the week of the twenty first is for. So every day, we put in a two hour work block.
Do your best. If you can’t make those work blocks work, find time around those work blocks to use them to set up these funnels.
Get them finished. If you can’t do it right now, that’s okay. Alright. Did anybody actually record their entire video?
Liesel?
Cody?
Most of the way.
Most of the way.
Got, like, five seconds in. Yeah.
Yeah.
Like five seconds.
So Next time.
Okay. Good.
And that’s okay. Just practice it, then do it on your phone. It doesn’t have to be better than that. Okay.
Cool. Cool. Now we are in the part of the session where if you have any questions, we talk about them. Please put up your hand.
Do you raise your hand using the react hand raise thing like so, and then we go in the order that y’all show up. Now this month, we’re still gonna focus on your wins, I think. At least today, we will. So, before you ask a question, start with the win.
Share your win, and, and then we’ll go on to your question. If you want the whole room to help you out with your question, just let us know, and that’s what we’ll do. Alright. Liezl, we’ll start with you.
What’s your win?
My win is that I checked my LinkedIn, like, I don’t know, analytics, and it says that the same people who are industry, like, leaders, influencers in the space are looking at my profile at least once a week, if not more.
Right. So yeah. Big. That’s pretty cool.
That’s I know.
Right? So I’ve been reaching out to some of them. Yeah. Yeah. And then my question is and, I mean, I’m opening it to anybody who can help me. But I have a client right now who is I’m doing a go to market strategy for just to kind of take an audit of what his people were wanting, etcetera.
I scheduled a go to market, like, pre strategy, like, check-in just so that we can make sure the marketing standpoints and stuff line up with his ideas because he is he asked a million questions, and I wanted to, like, use this as a way to preempt it. So I have that tomorrow.
My question is, any tips for making sure that he like, I have all the data to support everything. He trusts me in general. I think he’s, you know, ADHD, like me. So we ask a lot of questions, and so I wanna make sure that I leave him feeling happy and excited about his strategy going forward, but, also, I don’t want the call to last, like, five hours.
Yeah. That would be a first note. If you want to leave them energized, make it a short meeting.
Like, that’s a huge thing.
So how can you keep it down to, like, twenty five minutes, and how can you invite talking and thinking from him?
Which I know is hard when you’re presenting something. Right? Yes. But it’s important to be able to build in those times to stop and let him chime in. If he’s a talker, that’s particularly difficult.
But you opened it up to the room. So anybody wanna share how you keep clients? Basically, Liesl, your question in a nutshell is for the room.
How do you, yeah, how do you present, like, the preliminary strategy to someone to get their approval without making it last forever and leaving them happy?
Anyone? Anyone wanna share? No? Does everybody struggle with the same thing?
I I can share something that I think I I think might help or that I do. I think this is what you’re asking, but sometimes I will send them, like, a Loom, like, like, a map, like, a messaging map or something like that with, like, a Loom video and the Google Doc just kinda walk you through what we’re gonna talk about on the call, like, the day before so that they have a minute to see it before and they have that to them. We get on the call. It’s really more like q and a and and follow-up and stuff. So that’s something I’ve tried.
Awesome. Like it. Yep.
Yeah. Even like a summary of the talking points, if you don’t wanna share the whole doc beforehand, like, here’s Yeah. What we’re gonna be talking about. These are the nine points I’d like to cover.
But we’ll focus on these three unless you want to talk about any of these other ones. Yeah. Anybody else wanna share?
I would say maybe just have your if you have your agenda of, like, nine points that you wanna get through, know in your head which ones are your must cover and which ones are your nice to get to if some things do run over. So you at least know, and you’re not kind of floundering about what comes next.
Awesome.
Very needed.
And then if you can send anything in advance, the usual, like, coffee gift card, right, to say, like, please show up energized.
Because we’re gonna be I’d love you to be engaged in this, and I’m gonna be presenting a lot, but I’ll also be stopping to ask you questions.
You may need to be caffeinated for this.
Yeah.
Right. Yeah. I like that idea.
Yeah? Perfect. Yeah.
Thank you.
I know it’s hard. Try not to talk too much, but it’s hard because you’re presenting. So just, like, practice and bake in pause for questions. And, like, a good question to get them to actually speak, not any questions, but rather, like, something that’s more about the thing you just discussed. Like, how does it sit with what you were expecting?
Something else that kind of opens things up. Yeah.
Perfect.
I never have any questions when someone says any questions, but but there’s definitely stuff I’m thinking.
Yeah.
Yes. Okay. Okay.
Okay. Thank you, guys. Awesome. Thanks, Liezl. Katie, I had you up next.
Okay. This is more related to the training. I’m just Okay. Am I on mute? No. Okay.
I just feel like I’m stuck in a loop, and I really want this checked off this week.
So they they come to my website.
Yeah.
They book a call. On the book a call confirmation page, I have already filmed the video saying, hey. You’re booked. The best people who get the most results from this call have already watched this video.
It like, blah blah blah about the video.
And then on the page, I also have, like, the what I cover in the workshop, a testimonial. So that feels good. But then people who watch the workshop, they on the workshop, there’s a booking link. Like, so they watch the video, then they have, like, to book a call. I guess I’m answering my own question, but is the answer that that is a different booking link so that when they book, they are not redirected to the page that gets you to book a to watch the workshop?
If they’ve already watched the workshop so yours is set up before what we’re teaching today. Today’s is set up in reaction to having seen so few SQL funnels in place last month.
So if you already have it, Katie, where you’re like, no. No.
I’m good, but I land what I’m hearing is you need two separate confirmation pages, whereas the finalized those days after watching the workshop, they need to go to a different confirmation page than people who have not yet watched the workshop.
In that case, if if the one that yes. It sounds like based on what you’re saying, you need two different pages because you’ve done it that way, which is great because that means you already have something in place. So good.
Good. Make two separate pages.
Just keep it tight.
Keep it straight.
I’m right that when I looked at the map in the handout, I was confused because that’s not what I have.
Because it’s different because you already have something in place.
Yeah.
Okay. Perfect. Okay. Thank you. I’ll just go back there. Good.
And that’s why I didn’t ask for when because it’s about today’s session. Caitlin, do you have a question about today’s session or something else?
Okay. Let’s go with that.
Yeah. I mean, I have questions of both, but I’ll start the the today’s session. So because I rewatched the video and the intensive about the funnel and came up with a lead magnet that was minimum viable, me on video explaining how we got this, like, two hundred plus percent uptick on on the sale webinar, sales with my client.
So it’s gonna be, like, sort of, like, the case study and then giving them some tips.
What with the workshop that you’re suggesting suggesting, is that, like, the ultimate goal? And if so, why? Like, is the workshop better than a video case study? And, also, if this is in the intensive somewhere, just tell me to just go find it. Okay.
No. That’s okay. The workshop comes up a lot as does the diagnostic, and they mostly are the same. Ideally, the workshop has the diagnostic in it.
Just so that’s an ideal state. The reason that a workshop with a diagnostic is useful is it it gets it gets people over a bunch of hurdles around, oh, you’re just another freelancer or you’re just another agency.
It helps them as soon as the person starts learning from you, they just trust you way more. I find that, like, that’s and I’m pretty sure there’s data on that. So and I’ll actually look afterwards. So you’ve got data on that so you feel better about that.
But I know anecdotally, people who come to me and say, I learned this from you. How do we hire you? It it never goes badly.
So we want them to show up not just most interactions with a freelancer are nothing to write home about. No one really feels anything. They’re mostly worried all the time like, oh, shit. This might just be another bad freelancer.
And that’s the case for people who have money to spend. I’m never gonna be able to help anybody who’s like, I just wanna get in somebody who has no money to spend. I don’t know how to talk to those people. They’re worried all the time.
But people who have money to spend just wanna make sure that they’re getting the right person in so they’re not wasting ten, twenty, thirty thousand dollars on someone who doesn’t know what they’re doing. If you have a diagnostic that’s baked into a workshop, now you’re showing them. You’re putting your brain on display and inviting them in to see how you think. Right?
So that’s where a workshop is an ideal thing with a diagnostic in it that much better. Does that make sense, Caitlin? Yeah. Mhmm.
Does it help with your question?
Yes. Because I think it brings me to my decision of just going with this minimum viable thing as my opt in for now. And once I get the the standing, that can be the next thing that I do, maybe next quarter, the workshop.
As your opt in, and if it’s minimum viable, that’s fine. What is your lead magnet? It’s a case study.
Yeah. So yeah. The title I landed on was something like the three hour fix that tripled sales because basically and then just kinda going through what my client or what I did with my client in her webinar. And it has to do with voice of customer data, and it, like, talks about how it’s, like, one optimization to, like, just kinda get them into, okay, optimization. Optimization is a good thing. Like, that’s what I need to be thinking about.
Okay. So the reason that you called it a three hour fix is to get them thinking about rapid fire optimizations to sell the retainer?
Rapid fire optimization.
The reason I say that is because three hours, to me, when I hear it and I know you’ve got this in place, but this is what coach this is why we’re all here.
Right? Like, let’s yes. Minimum viable, but is it is it viable? That’s my one concern right now in hearing about that as your lead magnet. The three hour fix, what are we telling people?
What I do is fast. You should expect rapid high results from the thing that I do.
Is that the kind of client you wanna attract?
Okay. Yeah.
My my pause on that. I’m like, you’re gonna get some shit leads in there who are like, hey. Just I’m gonna hire you for three hours. Do that for me. I’ll give you five hundred dollars, Caitlin.
Yeah. Right? So I wanna elevate your your prospect so that they come to the table going the ultimate thing is we want them to go, I hope I can afford her. That’s that’s where we wanna be. And the more we’re, like, we’re expecting more of them by saying sit down. I’m gonna walk you through this diagnostic, which eliminates people who are like, I don’t have time for this. I don’t wanna work with you if you don’t have time for this.
And that’s part of it. Right? So to be fair, when we’re selling courses, we are attracting, like, thousand bucks to buy coffee school for life. That’s not a good strategy to attract a a large organization, but we would never use it for a large organization either. We’re not saying it’s a thousand bucks a pop at all, the opposite.
And so there’s a time for three hour fix got us this much.
Is it when you’re trying to get a person to book a call with you?
That’s my question for you.
Yeah. No. I think that’s a valid thought. So and it’s not too late for me to kinda change the title and stuff of it.
Yeah. And you can still build that. Like, you can still hook them in your workshop with, like, let’s start with, like, quick wins. Yes.
They’re possible, but they’re usually possible once you’ve given a lot of thought to something. Right? Once you’ve been, like, absorbed in a brand, quick wins come up better. Here’s an example.
Show them the two hundred percent win that only took me three hours of work. Of course, before that, I had hundred hours being exposed to the brand. Yeah. So then you can then get towards, like and here’s how we understood that this was the thing to work on, and that brings you to your diagnostic, and then I book a call with you.
So I’ve seen you do results. I see I see that I have to work with you for a good amount of time in order to start getting those quicker results, but it’s possible, and here’s how she does it.
Okay.
Yeah. Awesome.
Okay? Thank you. Mhmm. Cool.
Sure. Alright. Anybody else?
We’re low on questions these days. Is it spring? Are you all gardening?
That’s taking up all of your time.
I know I Joe, I just had a question about, I popped it in the chat if that’s the correct Yes.
So what you’re talking about?
It can be. Right? So the match trigger tease as a video is, like, match where they’re at, and then help them know, when they’ll be ready for the next thing. That’s the tease.
Right? So, how will and the trigger for the tease. So that’s why tease, the trigger can go both ways. You can either tease then tell the trigger or say, here’s what might happen and here’s what that will mean for you.
And sometimes that could have, like, a mini version of your workshop baked into it.
But are are you asking this because you’re just looking for the video that’s about the workshop, or are you asking this because you watched the MTT ladder prep framework and you had questions about workshop stuff in it?
The first one.
Because I already have my diagnostic for that?
Yeah. And I just wanna make sure that I’m finding, like, what is supposed to go around the diagnostic Okay. To make it into more of a workshop vibe.
Okay. Sarah is here because Scarlet’s there.
So, Sarah, can you I’m on it?
Yeah. You bet. You.
Okay. Thank you.
Awesome. Thank you.
Oh, she says on it in chat. Perfect. Thanks too. Okay. Good.
So we’ll get that going. And then, Jess, if you have more questions about the workshop, we can put together more workshop training, like, next month. Right? Cool. Okay.
Awesome.
Caitlin, you’re back because you had a different question. Yes?
I am. But Jenny also has her hand up. So if you want to go because I already chatted.
K. Jenny Jenny is being welcomed in.
Jenny, what’s your win? And then unless your question is related to today’s session.
Yeah. So sorry. It says questions only about today’s session right now. No.
I mean, if you ask any questions, if it’s not related to today’s session, then you have to start with a win.
Okay. It’s not related to today’s session.
Okay. So what’s your win?
So okay. So my win, I think literally my win is joining this program, honestly. Like, that’s the first one that comes to mind. I joined the program. I’m excited.
So that’s a big win for me.
Okay. And so my question is I’m working through like the intensive, right? Just to get my offer kind of on lockdown a little bit better. And so I just wanted to share with you what I’ve kind of come up with and I’m thinking about just I don’t know just to bounce it off and see if you can see anything that I don’t see I guess and what I think I want to like focus in on is doing like the like, when you wanna evergreen something. So the the funnel from, like, webinar to sales for, like, a group program or course creators.
I think that’s what I wanna do. That’s what I I’ve done a lot of, but I just haven’t been like, I’ve learned a lot already so much being here. I haven’t been, like, optimizing it in a retainer or doing anything like that, and I think that’s the angle that I kinda want to lean into.
Okay. So Evergreen webinar that drives to a sales page largely for group programs?
Yes. Okay.
Cool. And then that’s I mean, we already have people in here who are doing that exact standardized offer, so doable.
And we can refine that, of course, as you go. It’s really a question, I think, of your ICA slash ICT, who you’re targeting. So have you got that sorted out as you’ve been working through the intensive?
Yeah. So I think that was kinda my next question is, like, should I just keep going through the intensive and doing those worksheets and just doing that to get more clear as I go here? Yeah.
Yeah. The first three weeks of the intensive will be the the bigger ones to really, like, nail down.
But you also don’t wanna work on those alone. So as you’re going through them, make sure you’re posting questions in Slack and bringing your, questions and ideas to feedback Fridays so we can talk one on one about that too.
And then in these these situations as well.
But the first three weeks are the the big ones.
Yeah, the I know so Evergreen webinar and then the sales page, we just really need to make sure that your ICA is looking for those things from you and values them. I’m sure that they do value them. I’m wondering about the emails and retargeting ads and other things that people want in there. I’m not saying you have to do it at all, but rather let’s just make sure that as you’re figuring out what your standardized offer is and the retainer that comes off of it, what does your client expect?
What does their team already look like? Like, what resources do they have? If you’re like, well, they’ve got an ads person driving traffic in and doing retargeting ads. Cool.
Then you don’t have to worry about that as long as you’re available to discuss those things with the client, not to do them. But if the their ads person comes to you and says, we’re doing retargeting ads, for people who dropped off the webinar.
Any ideas? You’ll probably wanna have some ideas there. Okay. Yeah. And that’s okay. You’ll work on that. You’ll become the expert in this for your ICP.
That’s it. That’s the job now is, like, becoming the expert there on that. And then the sales page, it’s really between these things, the evergreen webinar and what that means.
So an evergreen webinar lives on a landing page. You have to register for it. So if those are two things that you’re also setting up as well, are you setting up the webinar, or do they have a webinar?
Are you evergreening an existing webinar, or are you starting from scratch and doing a new webinar for them? Does anything come to mind on gut right now between setting it up from scratch or evergreening one that they run as a one time offer?
It’s usually what I’ve done is evergreening one that they have done, or they’ve done so many launches and they’ve tested different, like, master classes and webinars throughout all their launches, and then they, like, test them evergreen.
Yeah. And things like that. So they usually have it, but then sometimes when we work together, they’re like, I think I need to redo my webinar. And so then they’re, like, redo it a little bit.
So Yeah. Yeah. So I think they already have. Like, I don’t wanna create anyone’s, like, webinar for them.
Yeah.
But I can I like to do the the opt in page and the thank you page, sales page, and, like, a sales sequence that goes out after the webinar, I guess? So Yeah.
Yeah. Okay. Good. Okay. That’s great. And then those are optimizable things. If there is a sales sequence in there, then that’s the most optimizable thing on an ongoing basis.
So that’s where your retainer really will live. But every all of it will be. Right? Your your job will be to get results from their evergreen webinar funnel for this particular type of program.
So, yeah, sounds like you’re on track.
Okay. Should I do some, like, market research or something to figure out, like, how how much would you spend on this? What’s your team? Like, I just yeah. To know a little bit more. Yeah.
Yeah. And that’s in the intensive too. It’s really, like, breaking down what their business looks like. Yeah.
Which ideally, if you I think when we were talking, you have I have Mhmm. Some people you could talk with about this. Right? Yeah.
Yes.
Yeah. Okay.
Okay. Yeah. Okay. Okay. Thanks, Jenny. Thank you. So okay. Caitlin, what’s your win?
My win is I’ve been just digging into numbers of my client just to, like, pull out more very concrete numbers of, like, upticks and this and that. And I have some good exciting ones, that I can just use in content and blah blah blah moving forward. So that’s a win.
Yep.
And then my question is and, again, excuse me.
If if this is in the intensive, I will just go back. I’ve watched a bunch of it, but my brain needs to rewatch a lot.
The triage calls, it’s different from the way I used to handle things previously. I always would do a thirty minute discovery call and just kinda knew how I handled that.
The fifteen minutes sort of get to know you, like, should we book another call? That’s different, for me. And so do you have is there, like, a skeleton or a couple points that you have to kind of guide yourself through that short, short call?
Yeah. Yeah. We actually have a COP that our s d COP and SOP that our SDRs.
I’m just wondering how many abbreviations I can throw out in a single sentence.
That they followed that we can just share. And it was for it for us, it’s for something that’s not services.
But I can share that with you as a starting point. The what’s pot what’s what’s getting in the way for you there? Anything particularly or just it’s a whole new way of doing it?
Yeah. Yeah. Just that it’s a whole new way. So and and I’m gonna do it. Like, I that’s where I’m just gonna follow this to a t.
I just right now, I’m like, there’s just a little bit of a blank space Yeah.
Of how to handle it other than talking about, you know, what made you book this call? Yep. How are things going in terms of, you know, the problem that they’re having?
And seeing if we like each other.
Like, I I like, I’m like, well, I need in my brain, I just need to know that I’m bringing you from point a is how I open, then I make sure I go to point b, and then we close on point c. So I’m just trying to figure out what my concrete ish structure that is flexible when we’re there in real time is.
Yeah. Totally. Okay. So one part will be just sharing that SOP with you so you can see, like, what some of those, like, conversations are. The the reason that I want it to be fifteen minutes is you generally do know if you click with a person or not pretty quickly. And if you’re booked for thirty minutes, that can suck. It also helps to have, I think, to arrive in a call with the constraint of time so you don’t just sit around talking.
I have found that this can sound weird. I don’t mean it weird. I just what I found. People like to be handled. So move me through this conversation more than chill.
There’s, like, a more, like, a sales drive there.
So that’s why one of the reasons it should be fifteen minutes. Let’s just, like, nail down if we should even work together, and that’s mostly gonna be on, like, when I talk to you. Do I like you? Do I like if you said something to me and I didn’t agree, would I, like, wanna fire you right away?
If so, then, like, we probably shouldn’t work together. And you’ll know that. It doesn’t mean that you should be flippant. I’m not saying that either.
But fifteen minutes is plenty of time to determine what their challenge is.
Ask that question of, like, okay. So you want x result.
What’s keeping you from getting that today? Have them really open their minds up to what is keeping me from that? To allow you to have a better challenger sale conversation in that one hour call, which is when you’re really gonna dig into, yeah, the the challenger stuff that we talk about, which is a workshop we have out there somewhere. If I haven’t talked to you about it before, I’ll find that too so you can see what that looks like.
Yeah. Okay. So Yeah.
It’s really just kind of about, you know, part one determining the problem, asking that, what do you feel, or maybe the oh, yeah. Opening the gap too that you talk about, like okay.
What’s keeping you from getting there? And then is it, you know, just hearing their pain points and getting that VOC for your follow-up stuff and just from there kinda just being like, okay. Like, I’ve considered this, and I I think we we might be a match here. Let’s book a call to, I don’t know.
Let’s, like, like, let book a follow-up call to, like, speak, you know, more about logistics and and when we could get started?
Well, so the follow-up, the one hour call is like it’s a consultation.
You are sitting there with them, and before that, they should have done work.
And so the work could be, hey. Watch this diagnostic video. Bring the worksheet with me. Sometimes that’s it. Right? Pretty straightforward.
But a lot of times they’ll already have watched your workshop before the fifteen minute call. So it’s not always gonna be that, but that’s really a question of mapping out what your funnel looks like so that you know, what they’ve already seen, what they haven’t seen yet. Great.
But that one hour call, for us, when I was running agencies, it was bring here’s what I need to see before we even have a call. Give me access to your Google Analytics.
Here’s all the things that I’ll say around that, right, to make sure they don’t feel weird about that. It’s really just an put my email into your analytics so I can sign in. That’s not hard.
Send me any survey that you’ve done recently or transcripts from customer interviews.
And largely, it is so that you can take a look at this stuff and go like, okay. You came to me saying you want to optimize these emails, and that’s cool. Great.
I’m looking in your analytics, and you’ve got these pages that are driving into that.
Now if you it doesn’t mean everybody has to go around worrying about analytics or anything like that. So that’s an example of what we would ask for at the agency because we were optimizing copy.
If you’re coming at this, you’re gonna have your own questions, your own show me your VOC. Show me your data right now. Show me what’s working. Show me it’s not working even if that’s, like if you’re in video optimization.
Give me access to your Wistia. I need to go in and look around and see how far people are getting into these certain videos if we’re gonna be working on your video. We’re gonna evergreen your webinar. If you’re it’s already hosted somewhere, I would like to go in and see the analytics on that.
And then they can give you that between the end of that fifteen minute call and and two days before you have your actual one hour sales call so that you’ve got time, to really talk through that. But the fifteen minute call also is where they tell you, basically, the scope of the project as they see it, when they want it to start so that they know when they want it to finish by. So what’s the campaign date you’re working against? Or if it’s evergreen, like, what’s your launch?
What what are you doing?
When when do you need to get this stuff done? They can talk to you about their, budget, or you can lead the conversation at this point if it feels right, to say, like, alright. So we haven’t really dug into your data yet. I don’t know what the scope of, like, your business looks like.
I’m there’s a lot more that we have to discuss. But based on what you’re saying right here to me, it sounds to me like, yes. We could possibly hit that deadline, but let’s discuss. Just yes.
Budget for this sort of thing, I wanna make sure we’re aligned on budget before because there’s no point in booking another call if we’re in two different places. So for me, a project like this generally comes in fifteen to eighteen thousand, and then we have a retainer off of that.
How does that sit with your budget? And then they can talk about that and go like, oh, oh, that’s too much.
Now I know there’s also a school of thought, and I believe in it too that you shouldn’t bring up budget until people have been really sold on what you do. But in this fifteen minute call, we also wanna eliminate wasting an hour of our time on the wrong person. So does that make sense, Caitlin? There’s a lot to discuss here, but fifteen minutes, keep it tight. One hour, be ready to have a good consultation with them.
Okay.
Cool. Yeah.
That’s a lot.
Thank you. I know. Okay. Alright. Katie, what’s your win?
My win is my very first sale of my signature offer.
I put I don’t know. I mentioned it on Thursday’s call, so hoping I can double deal on that one.
You did. I wasn’t there. So Yeah. Good honesty, though.
Thank you. And so this this has been really helpful because, of the the last SQL funnel optimizations, I’ve really been trying to get this all sorted, and the fifteen minute call has been part of that for me too. K.
So if I can rapid fire you with a couple of questions about these funnels That’d be great.
So I currently have the main CTA on my site is to book the fifteen minute fit check call.
And this might be a throwback, but I still have the Google Doc where you shared the lightly scripted fifteen minute and sixteen minute calls in ten x FC. So I’m happy to share that if that would be cool with you.
Nice. Yeah. Still the same except it’s not informed by the challenger, sale. But Yeah.
Yeah. Perfect.
Okay. So there’s that, but then people who watch the workshop are currently directed to book the strategy review call, which is thirty five minutes because I figured we’d have I don’t know. I just felt like they deserve more time for having put in more work prior to booking that we would Okay. Be talking about what they had seen on the workshop. And then from there, I’m like, thirty five minutes seems like not enough time to actually sell them the whole package.
But They’ve been through your diagnostic and your workshop, and you don’t think they’re presold on working with you.
Yeah. That’s fair. So do you think that I could make this if they’ve done all that, I could make the sale in that thirty five minutes?
Yeah. I mean so I’m curious that you said you they deserve more time with you because they’ve invested this time. When for a business person, the reward is this is gonna take less time. So, I would argue, like, can you get her done in a twenty minute call? What else would need to be said in your workshop to get them further along the journey towards saying yes to you? So is there more that you can go through your past call?
Honestly, I think the workshop is strong.
I think it’s me making things hard because I’m scared of asking for the sale. But it’s the issue. It is the real issue here. Like, I don’t think yeah. Okay. Yeah.
Yeah. Good. So now you know.
Just do it in I would thirty five minutes makes me think it’s gonna go for an hour, and maybe you will. And maybe that’s what you need if you, like, get into this conversation with them. It’s nice to have that time available to discuss.
So maybe you leave it at thirty five minutes, and you allow yourself to have a longer conversation as long as it leads to the second half of the conversation, no matter how long it is, has to be on closing them, on working with you and confidently saying your number because you already charged people that number. It is the number. That’s just the way it is. Of course. Do they want the value? Yeah.
Yeah.
Okay.
Any more rapid fires?
I tried to keep my because now I’ve just been sunk into this.
I’m, like, not spitting out, but I’m like, oh, wow. There’s a whole other question around, like, how am I I’ve always done this, like, consultative sales process where I was tailoring the package to their needs, and now I’m like, no. The package exists. You’ve already heard all about the package. So, like, it’s more about selling a product that they’re already bought into than it is a tailored solution.
It’s really unpacking, like, what would get in the way of it right now. Because they’ve already seen they’ve got a problem diagnosed.
They can see that you can solve it. So I would review the workshop to make sure that it’s clear that you are the one to solve it. And if it’s not the workshop, can you put more testimonials on those pages leading up to the conversation with you to make it really clear?
And, yeah, then what else is getting in the way? You don’t have to ask that question, but sometimes you might ask that question. And just the answer, whatever is getting in the way, whatever the additional constraint is, get it out of the way. Mhmm.
Yeah. Okay.
If I can, the rapid fire was, I have a PDF, like, version of my diagnostic that points people to the workshop.
I have the ROI calculator that currently also points people to the workshop. So currently, kind of in my marketing funnel, everything points to the workshop, and then the workshop will point to book a call.
Right.
K.
Strategy review. Good. We’ve checked. So the page they’ve booked a call, and they’ve already seen the workshop.
Is there a CTA there that’s, like I don’t know, it’s me on Instagram.
Like, they’ve the landing page for, like, Calendly or whatever.
So they’ve booked they’ve watched the workshop, booked a call, and now there’s a landing page, and you don’t know what to do on it?
Well, I mean, my default will just be a one question, survey, but I’m like, is there something else I should do if they’re the super cleaner? I think you’re probably gonna say, like, take their number and call them or something like that.
Katie, you’re such a good student. Okay. Grab that number. I don’t wanna do it right away.
I think and I it’s a big thing you’ll say it. Okay. Okay.
Yeah. Yeah. If they’re willing to give you their number, that means they’re open to a call. Hop on a call as as soon as you can. Just call.
And if not, then if you don’t feel like calling for some reason, even though it could be worth twenty thousand dollars just to sit there and make a call right now, I mean, I guess there’s other things that you’re doing that are worth twenty thousand a minute. But, yeah, I don’t know what else it would be. So it might as well be, hey. Let’s hop on a call right now.
And for now, anything else is just getting them to show up. That’s it. So the show up is a huge part of it. Show up not just show up annoyed to be there.
Showed up show up ready for, like, this is what I’ve been missing in my life, and Katie’s got it for me. Yeah.
Okay. K?
That’s great. Thank you.
Alright. Thanks, Katie. Jessica, what’s your win?
I’m gonna change mine now that I just heard Katie because I’m hoping it’ll help her. I had, an experience with two discovery calls, and both of which came through referrals, which I thought this might help you, Katie. So the first one was a former CSP’er had referred me to, like, one of her best friends, and she basically was, like, sold in a discovery call. Very quick, fast decision maker, female, just like, yes. Let’s just go. And then I got in another call with a with a guy who, I guess, really respects Joe, former somehow they have a relationship, and then, and was like but talked and talked and talked on our call and kind of in circles, he did. Not me, surprisingly.
And and then he was like, oh, well, can you show me some of the books you’ve been a part of? So I show him, goes and reaches out to one of the people. And then and I was just sitting there going, this is red flags. To me, I just it was like two really good examples of, like, I wanna work with the person who gets a great referral, trust that person, and, like, let’s make a decision.
This guy was not a good referral, not because he didn’t immediately trust me, but more like he had to go. I could I could see through my network who he was checking in on that I’ve worked with, and it was like nobody was enough to trust. And I was like, this guy will be a pain in my butt badly. No.
Nope. Nope. So I don’t know if that helps you, but I’ve just had so much more success with fast, like, let’s do this. I’m more like Joe was saying before.
Like, they’re not worried that they’re gonna lose all their money. They’re just worried more like, oh, is this just another freelancer who’s not gonna do a good enough job? Like, there’s a difference there. And I don’t know I don’t know if that helps you, but that’s what I’ve noticed in some calls.
So Thanks, Jess. Anyway, so I closed a project, except I know how to fix it. I’m just hoping you can help me with some of the other stuff ways I could leverage this and learn from it and implement.
So I had kind of an ideal lead reach out, and they’ve been wanting to work with me. But, the big objection was this worry that organic fixes, like optimizing your keywords and your categories and stuff like that, would not improve visibility enough to increase book sales and thus get them, you know, on the other side courses and, and new clients and things like that. And I did a very poor job because of my relationship. I did a poor job of, like, selling them on no.
No. No. Actually, like, this person knew what they wanted. Type a business control person, and I want this.
And that’s cool, but I did a bad job of not explaining that, sure, you can do ads, but you’re basically putting traffic sending traffic to a leaky bucket.
And so first, you need to you know? So I didn’t do a good enough job there. And that’s fine. I know how to walk it back with this person and do their ads for them, but also at the same time fix the leaky bucket.
So I’m not worried about this client in particular because of our relationship. But I do wanna know what your opinion would be on. One, of course, how do I make sure that doesn’t happen again in the sales call? But also, like, is this something that I should be thinking about for a workshop pre before they get on with me?
I don’t know because sharing all I find that I overshare. Like, remember when you said at the beginning of copy hackers, you taught too much almost and give away too much?
I feel like I do that sometimes, and I basically give them all of my strategies and tactics, and then they can just go implement.
Yeah. Okay. So so there’s a couple things there, but your first part of the question was around what how to prevent that in future sales calls. But what happened in the sales call? Like, what did you I know that you didn’t you don’t feel good about what you how you ran it, but, like, what happened?
I know this person so well, and I know they’re such a control person. They when they’re it’s kind of like I mean this in a really complimentary way.
It’s kind of like when I work with you. You’re very I want this. I want it now. I want it.
And you know you and that’s great. Like, you know, whatever. But you also respect experts. And I did not say to my person who I have a good relationship with, but I’m the expert on this.
So I let her kinda do her thing and be the expert in and dictate, and I should’ve made it clearer that I knew there was a leaky bucket, I guess.
Okay.
So was it to me, it sounds so a couple things come to mind for me.
You gotta let a client be a client no matter what you know about what they do. If they come to you, they have a problem, they are not able to solve it themselves. And if you think that they are, then really, they’re not gonna be great to work with because what are you doing for them? If they can solve it themselves, now you’re just somebody who does what they don’t have time to do, which is not a great value proposition.
Right. So you gotta I’m I know it’s like a mindset thing, but it’s like, put a sticky note there that says they’re the client right now and, like, let them be the client. You ask the questions. You listen. You point out how that’s not really gonna work, and here’s why.
That’s to me, it sounds like you were, yeah, letting them be a person that you know rather than Yep. A client.
Yeah. That’s exactly what it was.
Yeah. And so it’s just make that a rule for yourself.
All leads, no matter how they come to you, if your mother comes to you and says, I wanna write that book, you have a really awkward conversation with her about things, and that’s doing her the honor of treating her like a client, because that’s how she’s gonna get the most results. Okay. So you’ve got this challenge. You ran it, the call a little bit wrong because you knew the person, which is just something just to keep working on too. Right? Like, you as you get better clients, better people coming in the door, they’re probably gonna be opinionated, intimidating in some ways, and you’re gonna have to talk over them.
I’m like, that’s just a skill you just have to get ready to have even if it seems pushy or whatever, especially on Zoom. Like, there’s the talk over problem. You have to just keep talking. That’s just the way it is in order for them to stop talking and listen to you.
And that’s just what people I think are used to as well. Type a’s are used to it. They’ll keep chirping. You keep going, and it can feel like this bullshit.
But that’s like they’re not listening. They’re talking. Oh, she’s trying to talk. I’ll let her talk now. Like, I think it’s just I’ve learned that with with people.
You just have to let go. And to a point, right, without it being, like, this aggressive boxing match of, like, vocals. Okay. But then what was the second part of your question there, Jess?
I do think that there might be an opportunity to take that objection and educate a little bit more or potentially use that for I don’t know. I’m not sure.
Yeah.
And so, like, update the workshop.
Update I mean the things that lead them to be a lead for you. A lead. Mhmm. Yeah.
I mean, that’s like some Hormozi trick. The second they get a new objection in, Hormozi goes and records a new video that counters that objection, and they just slot it into the existing video they have. And that’s just like an ongoing exercise. So, yeah, soon as you get one, go record a reaction or a thought on it, and then embed it in whatever whatever video you’ve got, which is, again, another good reason to know how to use editing tools so you can sit down and pop that in there.
Yeah.
Okay.
Yeah. Sounds good. Yeah.
Cool. Thanks. Good. Good. It sounds like business is good, Jess.
Oh, yeah.
I mean, it’s crazy busy, but, yeah, so I’m not complaining.
Yeah. It’s good. It’s good. Awesome.
Anybody else? When are we wrapping up?
Alright. If we’re wrapping up, wonderful. Good. Don’t forget. Put some questions together for Ross. Read his book.
Create once, distribute forever. It is a very quick read. So just grab it. Done. Got it.
And if you’ve struggled with, oh, no. I have to keep creating new stuff. This is Ross will tell you, you do not. So make sure you attend that on Wednesday, and then also furnace session on Thursday.
Feedback Fridays this week is also ninety minutes yet again, and, of course, you can cycle through. And if there’s room, you can go in more than one time. Okay? Good.
Alright. We’ll see you in Slack, everyone. Have a good week. Bye.
Worksheet
Take Action: Funnels & Goals (pp. 29 – 37)
Transcript
As usual, we’re going to begin with about twenty minutes of, training on something that we’ve identified we as coaches have identified as, something that is needed, for the students in the room. So, that’s what we’re gonna start with today. This month, there’s two things going on in Coffee School Pro this month. First is, wrapping up your q one goals, your targets, how’d you do, what didn’t you get done, why not, and then making, making your business ready for q two.
So setting up goals for q two and then turning those into tasks. So that happened on Thursday. If you didn’t get a chance to attend Ryze session on Thursday or you’ve not completed the work from it, go forth. Do it to make sure you get it done.
If you don’t have goals, it’s really hard to know where your business is supposed to go.
So we wanna have goals. Alright.
Reasonable goals, but also stretch goals. If you have questions about that, we have time after the minute training to talk about all of that stuff. But the second half or the second part of April’s training focus is on fundamental funnels. Now not everybody here is trying to attract new clients. However, almost I think everybody here gets leads coming in and wants to make sure that they’re treating them right. Because what if one lead is actually gonna be, like, the perfect client for you?
So we are working this month on three key funnels, minimum viable funnels. If you don’t set them up, why the hell not? We’re digital marketers. We’re in the business of making sure that our businesses are optimized online, so let’s do this.
So, you already got the workbook. You know what’s coming your way today, and I’m just going to share my screen. Now we’re talking about three funnels, that three parts of a larger funnel, but these three funnels work together. The workshop funnel, the appointment booking funnel, the retargeting funnel.
Again, this is for clients coming in. It’s also, though, if you are somebody who runs a digital training business or you’re planning to, this could be, people who come in who would be from organizations that would buy your workshop. So anywhere that you have to like, your in person workshop, let’s say, or if you run a mastermind, they’d come in and they book an appointment to see if they’re a good fit for your mastermind. So although it might look like, oh, this is only for client stuff, it’s just for any anything that you sell on the end of an appointment.
That’s it. That’s all we’re really talking about here. If you don’t sell anything on the end of the an appointment, I don’t know anybody in this room who doesn’t.
So I’m looking around. No. Everybody does. So cool. So then everybody should have these set up this month.
We’re going to start today with the appointment booking funnel, then, Perna’s gonna talk about struggling moments on Thursday, and those are specifically the exact struggling moments that she has had her clients come to her with. So it’s not how to find your clients’ struggling moments. We’re actually gonna bring Bob Mesta in from Rewired Group, the jobs guy. We’ll bring him in later this year to talk about that kind of stuff, like, how to find those struggling moments for your clients or leads if you’re not sure.
But what she is going to do is share what people have come to her with just to have, like, a really good discussion around that so you can get new insight into, let’s say, people who have hundred thousand dollar projects on their horizon where they wanna pay you six six figures to do a job that might feel quite different from where some people are today.
And so it’s good to start hearing about what those situations are like, what those struggling moments are for a higher ticket sale. So you wanna be here on Thursday for that. That’s going to be basically top of funnel thinking that you’ll be doing. Also, top of funnel is Ross’s session on Wednesday. Ross Simmons is in. Make sure you’re always checking your CopySchool Pro calendar.
Ross Simmons is in to talk about repurposing your content. So he’ll do some light upfront training. Bring your questions. Please have questions for him.
If you have any content and you don’t like making new content all the time, he’s the right person to talk to. Also, he’s got an agency that does, like, Reddit work for large organizations and things like that. So really worth exploring, just doing a quick Google search on Ross beforehand to see what all he does, and then bring some questions. It’ll be helpful.
Alright.
Perfect. So we are going to start with the appointment booking funnel today.
This one. Alright. Now I’m not gonna walk through all of it. You’ve had the workbook since last week or even the or even earlier than that, but you’ve had the workbook for a while. You have time to go through this, and we don’t have time to set up the entire funnel today. What I have done is put in CopySchool professional calendar.
Today has a work block for you. That doesn’t mean that you have a work block for you, but what I’m recommending is you find a day to sit down and do this. We’ve broken this into, like, how much time you should allocate for each of the things that you’ll wanna do as part of this, like, appointment booking funnel in a day, knock it out in a day. I don’t know how many people come to me and say, oh, yeah.
I was working on that, and something’s, like, eighty percent done or sixty percent done. You just have to get this one other thing done. Do your best to knock it out in a day. If that means the kids see their grandparents this Saturday so that you can get up at six in the morning and work till three in the afternoon on this, that’s part of getting all of your business stuff in place.
So the appointment booking funnel is really just a matter of do you have a place to land people? We’re not gonna worry about what comes before it. We’re only focusing on the appointment booking funnel itself. Okay?
So there’s two general ways into most appointment booking funnels. The most common one for almost or I guess everybody in the room if you don’t yet have a workshop up is this. There’s some unknown lead who is landing on an appointment page for you. So book time with me, book a call with me, whatever that call to action might be, your consult or your, consulting page, whatever it is.
That’s where we’re mostly going.
This is this. We’re showing over here.
Because we’re gonna be talking about your workshop funnel next time, next Monday, this is the other way in that you’ll have. So you should have two landing pages that drive into the same final points for your appointment booking funnel. Different traffic goes to different places. You don’t know people going to the unknown lead appointment landing page.
You do know people going to this one, and you know them simply because they have done the workshop. So you don’t necessarily know them, but they’ve completed the workshop, and then they land here. Okay? So two landing pages, each are a little bit different.
We’ve got a video on the post workshop appointment landing page. That’s the match trigger tease video that I taught, like, last year, I think, around this time. I’ve got a link in here to go find that video, if you’re not sure what it is, but it’s really quite useful.
There’s an embedded scheduler. There’s risk reducers. So after I’ve watched your workshop and I’ve got the I can see this video now. I watch it.
It auto plays whatever however you set that up. Again, it’s minimum viable. We’re not talking about all the minutiae of everything. Just get the thing standing.
The scheduler embed right there on the page. Do you time it? Don’t you time it? You figure that out.
Risk reducers. And then any extrinsic motivators, other things that could be pushing them to go such as, let’s book it in the next three days in order to lock in a full half hour. I don’t know. You decide that.
But what other motivator do they need to get them there? Outside of the intrinsic motivation of I want a better outcome for myself. I wanna work with someone who’s clever. But what’s the other stuff you can kinda push on them?
So we’ve got that as one landing page. The unknown lead landing page has your diagnostic video. I know there are a bunch of a couple new folks here right now, and anybody watching this as well is watching the replay. The diagnostic is a whole thing.
So we can talk about that separately, but go through the Copy School Pro training to search diagnostic, and you’ll see a bunch of videos come up for that. So we’ve got a diagnostic video. We’ve got extrinsic motivators, which could be very similar to these extrinsic motivators, except they’re two very different audiences.
One has just spent time with you and believes in you. The other might have found you on LinkedIn or someone said something about you and now that’s how they found you. So two different audiences, probably different motivators drive them there, risk reducers, and then a scheduler that’s embedded that’s probably gonna be timed, but we can talk about that. That then drives they both drive to the same page, an appointment confirmation page.
More video here. Video is cheap to produce. We can all hold up our phone, talk into the thing, edit it immediately, post it on a website. Done.
Easy. So video to motivate those show ups and then a checklist of how to prepare. Now when we were doing last month when people were doing their sales qualified lead funnel audits, nobody had any of this stuff in place. Right?
So it can be like, woah. There’s too much here. There’s so much here. It’s really quite simple, though.
Just do what you can to get them to show up. You on camera being, like, friendly, being on brand is going to help a lot, and then telling them how to prepare. And we’ll get into that checklist right away here. Then you’ve got the appointment show up sequence.
These are emails. If you don’t like writing emails, it’s time to start writing emails. It’s for you. You’re a copywriter.
Money comes out the other side when you write them, so write the things.
We’re gonna have timed emails, trigger based emails for an action, and framing who shows up. So make sure people understand the right kind of person to show up and what it means when they show up, which we can talk about. Now we’re not, again, we’re not gonna get too deeply into any of this. I’m gonna pop down to one part that I want us to script together today, and that’s it. So what I wanna show you here is there is a complete checklist for you.
The only thing getting between you having this page in place or this funnel in place and today is whether you’re willing to sit down and just apply yourself and do this.
There will be things that might make you wanna not do it. I’m not interested in entertaining any of those. This is what your business needs from you. Let’s do it for our businesses.
So, you’re gonna do planning, development, and ideation. This is broken down into exactly what to do. Give Give yourself ninety minutes, no more, and potentially less. If you’re like, nailed it.
Did that in thirty minutes. Cool. You win. That’s awesome. Now you can move on and maybe spend more time on writing or production, or you can also slay those much faster too.
So the writing side is gonna be scripting the video for the post workshop page, developing talking points for your diagnostic video. If you already have your diagnostic video recorded, cool. It’s ready to go. You just drop it in here.
Don’t mess with it. Don’t overthink it. It might not be perfect. We’re just trying to get this thing standing.
Then you want a script and appointment confirmation page video to motivate those show ups.
Pretty simple stuff for copywriters just like a one minute video that makes people wanna show up, make sure it’s got a hook, the usual stuff.
Writing a three part show up sequence, so what happens when they book, getting them to add to calendar, what about twenty four hours before and thirty minutes before. This might not always be email either. If you’re accepting people signing up with their phone number and they’re saying, yes. You can text me, then you can just go ahead and text them instead, and that’s much better use usually for show ups than email.
And then writing any trigger based emails based on an action. Did they open anything or did they not open anything? Did they click or did they not click? Did they schedule or did they not schedule?
Integrations with Zapier, really straightforward. Zapier used to suck. Zapier is now awesome with their AI generator to, like, really throw together those zaps pretty quickly. So then comes production. This is gonna take the longest time. I know that it can feel like, do I have to learn all this stuff?
If you have money to throw at somebody else doing it, throw it at somebody else. I know for me, when I was starting out, I learned Camtasia. It was slow. I learned Photoshop. It was slow, but it made me able to do anything whether I had budget for it or not.
So you don’t have to hire this stuff out all the time, and tools are so much faster and cheaper than Camtasia and Photoshop. So now with Canva Canva alone, you can produce everything that you need to make it look better, including editing your videos. So, yeah, that’s the breakdown of what you will be working on. You can see that it’s about seven hours worth of time, so it’s about a day’s worth of work.
This is some of the stuff. You can go through, come up with it. Obviously, you can just put this on your own worksheet as well if you want to. It doesn’t have to be in here.
I know some people here print off every workbook and put it in a binder, which is great. But just go through and make sure you’re doing this work. This is the video I told you about on, that post workshop video script. Diagnostic video talking points.
This is the part that I wanna work on today because it’s fast, it’s easy, done. So what I would like is I’m gonna walk you through what this is, then I’m gonna give you five minutes just to, like, knock your video script out. Use AI if you want to. If you wanna, like, take this, upload it to ChatGPT, and make it right for you, I do not care as long as you get the thing done.
Okay?
We can make it better later. Don’t be perfect about it. Be the opposite of perfect. Be, like, embarrassing to yourself with just how, like, rapidly you just knock this crap out. Okay. Later, we can make it not feel like knocking this crap out. Alright.
This is, again, the appointment confirmation video script. Someone, whether they have watched your workshop or not watched your workshop, lands here. All you’re doing is saying, hey. Well done.
We’ve booked you in for this. Make sure you’re matching their excitement for taking this next step. That doesn’t mean when I say match their excitement, I mean, match their actual excitement, not match a cheerleader’s excitement, match what’s really going on for them. Like, are they trying to like, what problem are they trying to solve?
Do they worry that you might not be the right person? Now you don’t have to talk about that. Just make sure you’re on the right tone with them. Okay?
And then tell them what they can expect in this fifteen or thirty minute call. That’s it. Match what they’ve done. Hey.
Well done on booking in your appointment with me. I don’t know. Match their excitement for taking this next step, and then tell them what they can expect. That’s it.
Then below that, you can either talk about this in your script, although I recommend that you only film things that will truly be evergreen.
So if you’re like, look below to get the cheat sheet on how to prepare for our call, and then it’s not actually below later for some reason, just don’t put anything in video that you can’t make evergreen. So this might be the kind of thing that you do wanna talk about in video where you’re like, well, of course, they’re gonna go check their inbox. It’s always in their inbox.
Or if it’s, hey. We only do this stuff by text or on WhatsApp, make sure you tell them where to go look for the confirmation.
Tell them that they need to accept the invitation now or else. So what’s the consequence?
If you don’t accept this invitation and I go to see it and it’s, like, the day of our appointment and you haven’t accepted the the, you haven’t confirmed this invitation, then we cancel meetings. So please just go to your inbox right now, hit accept, and we’ll see you in this call.
Tell them whether they can or can’t invite others. Do you want them to?
If it depends on your ICP. It depends on what you talk about in that first call. Tell them what they need to bring. So if it is, hey.
We’ve just you’ve seen the workshop with the diagnostic. Now, of course, this has to be for two audiences. So as long as you know they’ve both seen the diagnostic and you can say, hey. Why don’t you bring your diagnostic worksheet to our call?
Because then we can talk through some of the bigger opportunities that you just identified, and then what they can expect by the end of the call. By the end of this call, you’ll know if I can work with you, if we’re a good fit, where we could fit you on a schedule, if we’ll hit your deadline, or what might have to be adjusted to make this work. Like, really help them understand what they’re gonna get out of it. And we’re gonna do this all in a one minute video.
Okay?
So any questions before you just start scripting this post post appointment confirmation video script? Any questions?
No? Good. Let’s take three minutes and just fly through it. Alright? Alright.
Okay. You got an extra thirty seconds. You’re welcome.
Now is the part where you go on mute, if you’re not already on mute, and you pick up your phone, and you record the script you just came up with so that you have at least a first draft ready to go. That’s it. Pick up your phone. Make sure you’re on mute.
You can go off camera if you want to. If you don’t want people to watch you recording it, by people, I do mean me, and just record it. You got a minute. Just nail it.
Just there’s nothing you can do wrong here. Just record the thing.
Yeah.
I hope I’m not interrupting someone’s recording right now.
If I did, I’m very, very, very, very sorry.
But that is time. We’re at ten twenty five, twenty five minutes after a start.
Also worth noting is on request of some folks here in Copy School Pro, we have dedicated a week to it’s a get shit done week. You’ll see that also in your calendar too. So the next so today and next Monday, we’ll be talking about two key funnels.
Then on the twenty eighth, we’ll talk about, a retargeting funnel, which is somewhat it’s optional to set the funnel up. But what I want you to do that day is at least get the right pixels running so that LinkedIn is tracking traffic from that’s to your site and then off to LinkedIn, etcetera.
So that meta is as well so that when the time comes for you to do retargeting, if you’re not already, but I know some people in here have courses, others wanted to have courses and other additional products.
You will want to be doing retargeting ads at that time, and you’ll want Facebook, Meta, and LinkedIn to know more about, like, who’s coming to your, site. So that’ll make it easier.
Okay. So I’m telling you that because for the next two weeks, I’m going to have you do some of this training, and you might be like, I can’t get these things set up. That is what the week of the twenty first is for. So every day, we put in a two hour work block.
Do your best. If you can’t make those work blocks work, find time around those work blocks to use them to set up these funnels.
Get them finished. If you can’t do it right now, that’s okay. Alright. Did anybody actually record their entire video?
Liesel?
Cody?
Most of the way.
Most of the way.
Got, like, five seconds in. Yeah.
Yeah.
Like five seconds.
So Next time.
Okay. Good.
And that’s okay. Just practice it, then do it on your phone. It doesn’t have to be better than that. Okay.
Cool. Cool. Now we are in the part of the session where if you have any questions, we talk about them. Please put up your hand.
Do you raise your hand using the react hand raise thing like so, and then we go in the order that y’all show up. Now this month, we’re still gonna focus on your wins, I think. At least today, we will. So, before you ask a question, start with the win.
Share your win, and, and then we’ll go on to your question. If you want the whole room to help you out with your question, just let us know, and that’s what we’ll do. Alright. Liezl, we’ll start with you.
What’s your win?
My win is that I checked my LinkedIn, like, I don’t know, analytics, and it says that the same people who are industry, like, leaders, influencers in the space are looking at my profile at least once a week, if not more.
Right. So yeah. Big. That’s pretty cool.
That’s I know.
Right? So I’ve been reaching out to some of them. Yeah. Yeah. And then my question is and, I mean, I’m opening it to anybody who can help me. But I have a client right now who is I’m doing a go to market strategy for just to kind of take an audit of what his people were wanting, etcetera.
I scheduled a go to market, like, pre strategy, like, check-in just so that we can make sure the marketing standpoints and stuff line up with his ideas because he is he asked a million questions, and I wanted to, like, use this as a way to preempt it. So I have that tomorrow.
My question is, any tips for making sure that he like, I have all the data to support everything. He trusts me in general. I think he’s, you know, ADHD, like me. So we ask a lot of questions, and so I wanna make sure that I leave him feeling happy and excited about his strategy going forward, but, also, I don’t want the call to last, like, five hours.
Yeah. That would be a first note. If you want to leave them energized, make it a short meeting.
Like, that’s a huge thing.
So how can you keep it down to, like, twenty five minutes, and how can you invite talking and thinking from him?
Which I know is hard when you’re presenting something. Right? Yes. But it’s important to be able to build in those times to stop and let him chime in. If he’s a talker, that’s particularly difficult.
But you opened it up to the room. So anybody wanna share how you keep clients? Basically, Liesl, your question in a nutshell is for the room.
How do you, yeah, how do you present, like, the preliminary strategy to someone to get their approval without making it last forever and leaving them happy?
Anyone? Anyone wanna share? No? Does everybody struggle with the same thing?
I I can share something that I think I I think might help or that I do. I think this is what you’re asking, but sometimes I will send them, like, a Loom, like, like, a map, like, a messaging map or something like that with, like, a Loom video and the Google Doc just kinda walk you through what we’re gonna talk about on the call, like, the day before so that they have a minute to see it before and they have that to them. We get on the call. It’s really more like q and a and and follow-up and stuff. So that’s something I’ve tried.
Awesome. Like it. Yep.
Yeah. Even like a summary of the talking points, if you don’t wanna share the whole doc beforehand, like, here’s Yeah. What we’re gonna be talking about. These are the nine points I’d like to cover.
But we’ll focus on these three unless you want to talk about any of these other ones. Yeah. Anybody else wanna share?
I would say maybe just have your if you have your agenda of, like, nine points that you wanna get through, know in your head which ones are your must cover and which ones are your nice to get to if some things do run over. So you at least know, and you’re not kind of floundering about what comes next.
Awesome.
Very needed.
And then if you can send anything in advance, the usual, like, coffee gift card, right, to say, like, please show up energized.
Because we’re gonna be I’d love you to be engaged in this, and I’m gonna be presenting a lot, but I’ll also be stopping to ask you questions.
You may need to be caffeinated for this.
Yeah.
Right. Yeah. I like that idea.
Yeah? Perfect. Yeah.
Thank you.
I know it’s hard. Try not to talk too much, but it’s hard because you’re presenting. So just, like, practice and bake in pause for questions. And, like, a good question to get them to actually speak, not any questions, but rather, like, something that’s more about the thing you just discussed. Like, how does it sit with what you were expecting?
Something else that kind of opens things up. Yeah.
Perfect.
I never have any questions when someone says any questions, but but there’s definitely stuff I’m thinking.
Yeah.
Yes. Okay. Okay.
Okay. Thank you, guys. Awesome. Thanks, Liezl. Katie, I had you up next.
Okay. This is more related to the training. I’m just Okay. Am I on mute? No. Okay.
I just feel like I’m stuck in a loop, and I really want this checked off this week.
So they they come to my website.
Yeah.
They book a call. On the book a call confirmation page, I have already filmed the video saying, hey. You’re booked. The best people who get the most results from this call have already watched this video.
It like, blah blah blah about the video.
And then on the page, I also have, like, the what I cover in the workshop, a testimonial. So that feels good. But then people who watch the workshop, they on the workshop, there’s a booking link. Like, so they watch the video, then they have, like, to book a call. I guess I’m answering my own question, but is the answer that that is a different booking link so that when they book, they are not redirected to the page that gets you to book a to watch the workshop?
If they’ve already watched the workshop so yours is set up before what we’re teaching today. Today’s is set up in reaction to having seen so few SQL funnels in place last month.
So if you already have it, Katie, where you’re like, no. No.
I’m good, but I land what I’m hearing is you need two separate confirmation pages, whereas the finalized those days after watching the workshop, they need to go to a different confirmation page than people who have not yet watched the workshop.
In that case, if if the one that yes. It sounds like based on what you’re saying, you need two different pages because you’ve done it that way, which is great because that means you already have something in place. So good.
Good. Make two separate pages.
Just keep it tight.
Keep it straight.
I’m right that when I looked at the map in the handout, I was confused because that’s not what I have.
Because it’s different because you already have something in place.
Yeah.
Okay. Perfect. Okay. Thank you. I’ll just go back there. Good.
And that’s why I didn’t ask for when because it’s about today’s session. Caitlin, do you have a question about today’s session or something else?
Okay. Let’s go with that.
Yeah. I mean, I have questions of both, but I’ll start the the today’s session. So because I rewatched the video and the intensive about the funnel and came up with a lead magnet that was minimum viable, me on video explaining how we got this, like, two hundred plus percent uptick on on the sale webinar, sales with my client.
So it’s gonna be, like, sort of, like, the case study and then giving them some tips.
What with the workshop that you’re suggesting suggesting, is that, like, the ultimate goal? And if so, why? Like, is the workshop better than a video case study? And, also, if this is in the intensive somewhere, just tell me to just go find it. Okay.
No. That’s okay. The workshop comes up a lot as does the diagnostic, and they mostly are the same. Ideally, the workshop has the diagnostic in it.
Just so that’s an ideal state. The reason that a workshop with a diagnostic is useful is it it gets it gets people over a bunch of hurdles around, oh, you’re just another freelancer or you’re just another agency.
It helps them as soon as the person starts learning from you, they just trust you way more. I find that, like, that’s and I’m pretty sure there’s data on that. So and I’ll actually look afterwards. So you’ve got data on that so you feel better about that.
But I know anecdotally, people who come to me and say, I learned this from you. How do we hire you? It it never goes badly.
So we want them to show up not just most interactions with a freelancer are nothing to write home about. No one really feels anything. They’re mostly worried all the time like, oh, shit. This might just be another bad freelancer.
And that’s the case for people who have money to spend. I’m never gonna be able to help anybody who’s like, I just wanna get in somebody who has no money to spend. I don’t know how to talk to those people. They’re worried all the time.
But people who have money to spend just wanna make sure that they’re getting the right person in so they’re not wasting ten, twenty, thirty thousand dollars on someone who doesn’t know what they’re doing. If you have a diagnostic that’s baked into a workshop, now you’re showing them. You’re putting your brain on display and inviting them in to see how you think. Right?
So that’s where a workshop is an ideal thing with a diagnostic in it that much better. Does that make sense, Caitlin? Yeah. Mhmm.
Does it help with your question?
Yes. Because I think it brings me to my decision of just going with this minimum viable thing as my opt in for now. And once I get the the standing, that can be the next thing that I do, maybe next quarter, the workshop.
As your opt in, and if it’s minimum viable, that’s fine. What is your lead magnet? It’s a case study.
Yeah. So yeah. The title I landed on was something like the three hour fix that tripled sales because basically and then just kinda going through what my client or what I did with my client in her webinar. And it has to do with voice of customer data, and it, like, talks about how it’s, like, one optimization to, like, just kinda get them into, okay, optimization. Optimization is a good thing. Like, that’s what I need to be thinking about.
Okay. So the reason that you called it a three hour fix is to get them thinking about rapid fire optimizations to sell the retainer?
Rapid fire optimization.
The reason I say that is because three hours, to me, when I hear it and I know you’ve got this in place, but this is what coach this is why we’re all here.
Right? Like, let’s yes. Minimum viable, but is it is it viable? That’s my one concern right now in hearing about that as your lead magnet. The three hour fix, what are we telling people?
What I do is fast. You should expect rapid high results from the thing that I do.
Is that the kind of client you wanna attract?
Okay. Yeah.
My my pause on that. I’m like, you’re gonna get some shit leads in there who are like, hey. Just I’m gonna hire you for three hours. Do that for me. I’ll give you five hundred dollars, Caitlin.
Yeah. Right? So I wanna elevate your your prospect so that they come to the table going the ultimate thing is we want them to go, I hope I can afford her. That’s that’s where we wanna be. And the more we’re, like, we’re expecting more of them by saying sit down. I’m gonna walk you through this diagnostic, which eliminates people who are like, I don’t have time for this. I don’t wanna work with you if you don’t have time for this.
And that’s part of it. Right? So to be fair, when we’re selling courses, we are attracting, like, thousand bucks to buy coffee school for life. That’s not a good strategy to attract a a large organization, but we would never use it for a large organization either. We’re not saying it’s a thousand bucks a pop at all, the opposite.
And so there’s a time for three hour fix got us this much.
Is it when you’re trying to get a person to book a call with you?
That’s my question for you.
Yeah. No. I think that’s a valid thought. So and it’s not too late for me to kinda change the title and stuff of it.
Yeah. And you can still build that. Like, you can still hook them in your workshop with, like, let’s start with, like, quick wins. Yes.
They’re possible, but they’re usually possible once you’ve given a lot of thought to something. Right? Once you’ve been, like, absorbed in a brand, quick wins come up better. Here’s an example.
Show them the two hundred percent win that only took me three hours of work. Of course, before that, I had hundred hours being exposed to the brand. Yeah. So then you can then get towards, like and here’s how we understood that this was the thing to work on, and that brings you to your diagnostic, and then I book a call with you.
So I’ve seen you do results. I see I see that I have to work with you for a good amount of time in order to start getting those quicker results, but it’s possible, and here’s how she does it.
Okay.
Yeah. Awesome.
Okay? Thank you. Mhmm. Cool.
Sure. Alright. Anybody else?
We’re low on questions these days. Is it spring? Are you all gardening?
That’s taking up all of your time.
I know I Joe, I just had a question about, I popped it in the chat if that’s the correct Yes.
So what you’re talking about?
It can be. Right? So the match trigger tease as a video is, like, match where they’re at, and then help them know, when they’ll be ready for the next thing. That’s the tease.
Right? So, how will and the trigger for the tease. So that’s why tease, the trigger can go both ways. You can either tease then tell the trigger or say, here’s what might happen and here’s what that will mean for you.
And sometimes that could have, like, a mini version of your workshop baked into it.
But are are you asking this because you’re just looking for the video that’s about the workshop, or are you asking this because you watched the MTT ladder prep framework and you had questions about workshop stuff in it?
The first one.
Because I already have my diagnostic for that?
Yeah. And I just wanna make sure that I’m finding, like, what is supposed to go around the diagnostic Okay. To make it into more of a workshop vibe.
Okay. Sarah is here because Scarlet’s there.
So, Sarah, can you I’m on it?
Yeah. You bet. You.
Okay. Thank you.
Awesome. Thank you.
Oh, she says on it in chat. Perfect. Thanks too. Okay. Good.
So we’ll get that going. And then, Jess, if you have more questions about the workshop, we can put together more workshop training, like, next month. Right? Cool. Okay.
Awesome.
Caitlin, you’re back because you had a different question. Yes?
I am. But Jenny also has her hand up. So if you want to go because I already chatted.
K. Jenny Jenny is being welcomed in.
Jenny, what’s your win? And then unless your question is related to today’s session.
Yeah. So sorry. It says questions only about today’s session right now. No.
I mean, if you ask any questions, if it’s not related to today’s session, then you have to start with a win.
Okay. It’s not related to today’s session.
Okay. So what’s your win?
So okay. So my win, I think literally my win is joining this program, honestly. Like, that’s the first one that comes to mind. I joined the program. I’m excited.
So that’s a big win for me.
Okay. And so my question is I’m working through like the intensive, right? Just to get my offer kind of on lockdown a little bit better. And so I just wanted to share with you what I’ve kind of come up with and I’m thinking about just I don’t know just to bounce it off and see if you can see anything that I don’t see I guess and what I think I want to like focus in on is doing like the like, when you wanna evergreen something. So the the funnel from, like, webinar to sales for, like, a group program or course creators.
I think that’s what I wanna do. That’s what I I’ve done a lot of, but I just haven’t been like, I’ve learned a lot already so much being here. I haven’t been, like, optimizing it in a retainer or doing anything like that, and I think that’s the angle that I kinda want to lean into.
Okay. So Evergreen webinar that drives to a sales page largely for group programs?
Yes. Okay.
Cool. And then that’s I mean, we already have people in here who are doing that exact standardized offer, so doable.
And we can refine that, of course, as you go. It’s really a question, I think, of your ICA slash ICT, who you’re targeting. So have you got that sorted out as you’ve been working through the intensive?
Yeah. So I think that was kinda my next question is, like, should I just keep going through the intensive and doing those worksheets and just doing that to get more clear as I go here? Yeah.
Yeah. The first three weeks of the intensive will be the the bigger ones to really, like, nail down.
But you also don’t wanna work on those alone. So as you’re going through them, make sure you’re posting questions in Slack and bringing your, questions and ideas to feedback Fridays so we can talk one on one about that too.
And then in these these situations as well.
But the first three weeks are the the big ones.
Yeah, the I know so Evergreen webinar and then the sales page, we just really need to make sure that your ICA is looking for those things from you and values them. I’m sure that they do value them. I’m wondering about the emails and retargeting ads and other things that people want in there. I’m not saying you have to do it at all, but rather let’s just make sure that as you’re figuring out what your standardized offer is and the retainer that comes off of it, what does your client expect?
What does their team already look like? Like, what resources do they have? If you’re like, well, they’ve got an ads person driving traffic in and doing retargeting ads. Cool.
Then you don’t have to worry about that as long as you’re available to discuss those things with the client, not to do them. But if the their ads person comes to you and says, we’re doing retargeting ads, for people who dropped off the webinar.
Any ideas? You’ll probably wanna have some ideas there. Okay. Yeah. And that’s okay. You’ll work on that. You’ll become the expert in this for your ICP.
That’s it. That’s the job now is, like, becoming the expert there on that. And then the sales page, it’s really between these things, the evergreen webinar and what that means.
So an evergreen webinar lives on a landing page. You have to register for it. So if those are two things that you’re also setting up as well, are you setting up the webinar, or do they have a webinar?
Are you evergreening an existing webinar, or are you starting from scratch and doing a new webinar for them? Does anything come to mind on gut right now between setting it up from scratch or evergreening one that they run as a one time offer?
It’s usually what I’ve done is evergreening one that they have done, or they’ve done so many launches and they’ve tested different, like, master classes and webinars throughout all their launches, and then they, like, test them evergreen.
Yeah. And things like that. So they usually have it, but then sometimes when we work together, they’re like, I think I need to redo my webinar. And so then they’re, like, redo it a little bit.
So Yeah. Yeah. So I think they already have. Like, I don’t wanna create anyone’s, like, webinar for them.
Yeah.
But I can I like to do the the opt in page and the thank you page, sales page, and, like, a sales sequence that goes out after the webinar, I guess? So Yeah.
Yeah. Okay. Good. Okay. That’s great. And then those are optimizable things. If there is a sales sequence in there, then that’s the most optimizable thing on an ongoing basis.
So that’s where your retainer really will live. But every all of it will be. Right? Your your job will be to get results from their evergreen webinar funnel for this particular type of program.
So, yeah, sounds like you’re on track.
Okay. Should I do some, like, market research or something to figure out, like, how how much would you spend on this? What’s your team? Like, I just yeah. To know a little bit more. Yeah.
Yeah. And that’s in the intensive too. It’s really, like, breaking down what their business looks like. Yeah.
Which ideally, if you I think when we were talking, you have I have Mhmm. Some people you could talk with about this. Right? Yeah.
Yes.
Yeah. Okay.
Okay. Yeah. Okay. Okay. Thanks, Jenny. Thank you. So okay. Caitlin, what’s your win?
My win is I’ve been just digging into numbers of my client just to, like, pull out more very concrete numbers of, like, upticks and this and that. And I have some good exciting ones, that I can just use in content and blah blah blah moving forward. So that’s a win.
Yep.
And then my question is and, again, excuse me.
If if this is in the intensive, I will just go back. I’ve watched a bunch of it, but my brain needs to rewatch a lot.
The triage calls, it’s different from the way I used to handle things previously. I always would do a thirty minute discovery call and just kinda knew how I handled that.
The fifteen minutes sort of get to know you, like, should we book another call? That’s different, for me. And so do you have is there, like, a skeleton or a couple points that you have to kind of guide yourself through that short, short call?
Yeah. Yeah. We actually have a COP that our s d COP and SOP that our SDRs.
I’m just wondering how many abbreviations I can throw out in a single sentence.
That they followed that we can just share. And it was for it for us, it’s for something that’s not services.
But I can share that with you as a starting point. The what’s pot what’s what’s getting in the way for you there? Anything particularly or just it’s a whole new way of doing it?
Yeah. Yeah. Just that it’s a whole new way. So and and I’m gonna do it. Like, I that’s where I’m just gonna follow this to a t.
I just right now, I’m like, there’s just a little bit of a blank space Yeah.
Of how to handle it other than talking about, you know, what made you book this call? Yep. How are things going in terms of, you know, the problem that they’re having?
And seeing if we like each other.
Like, I I like, I’m like, well, I need in my brain, I just need to know that I’m bringing you from point a is how I open, then I make sure I go to point b, and then we close on point c. So I’m just trying to figure out what my concrete ish structure that is flexible when we’re there in real time is.
Yeah. Totally. Okay. So one part will be just sharing that SOP with you so you can see, like, what some of those, like, conversations are. The the reason that I want it to be fifteen minutes is you generally do know if you click with a person or not pretty quickly. And if you’re booked for thirty minutes, that can suck. It also helps to have, I think, to arrive in a call with the constraint of time so you don’t just sit around talking.
I have found that this can sound weird. I don’t mean it weird. I just what I found. People like to be handled. So move me through this conversation more than chill.
There’s, like, a more, like, a sales drive there.
So that’s why one of the reasons it should be fifteen minutes. Let’s just, like, nail down if we should even work together, and that’s mostly gonna be on, like, when I talk to you. Do I like you? Do I like if you said something to me and I didn’t agree, would I, like, wanna fire you right away?
If so, then, like, we probably shouldn’t work together. And you’ll know that. It doesn’t mean that you should be flippant. I’m not saying that either.
But fifteen minutes is plenty of time to determine what their challenge is.
Ask that question of, like, okay. So you want x result.
What’s keeping you from getting that today? Have them really open their minds up to what is keeping me from that? To allow you to have a better challenger sale conversation in that one hour call, which is when you’re really gonna dig into, yeah, the the challenger stuff that we talk about, which is a workshop we have out there somewhere. If I haven’t talked to you about it before, I’ll find that too so you can see what that looks like.
Yeah. Okay. So Yeah.
It’s really just kind of about, you know, part one determining the problem, asking that, what do you feel, or maybe the oh, yeah. Opening the gap too that you talk about, like okay.
What’s keeping you from getting there? And then is it, you know, just hearing their pain points and getting that VOC for your follow-up stuff and just from there kinda just being like, okay. Like, I’ve considered this, and I I think we we might be a match here. Let’s book a call to, I don’t know.
Let’s, like, like, let book a follow-up call to, like, speak, you know, more about logistics and and when we could get started?
Well, so the follow-up, the one hour call is like it’s a consultation.
You are sitting there with them, and before that, they should have done work.
And so the work could be, hey. Watch this diagnostic video. Bring the worksheet with me. Sometimes that’s it. Right? Pretty straightforward.
But a lot of times they’ll already have watched your workshop before the fifteen minute call. So it’s not always gonna be that, but that’s really a question of mapping out what your funnel looks like so that you know, what they’ve already seen, what they haven’t seen yet. Great.
But that one hour call, for us, when I was running agencies, it was bring here’s what I need to see before we even have a call. Give me access to your Google Analytics.
Here’s all the things that I’ll say around that, right, to make sure they don’t feel weird about that. It’s really just an put my email into your analytics so I can sign in. That’s not hard.
Send me any survey that you’ve done recently or transcripts from customer interviews.
And largely, it is so that you can take a look at this stuff and go like, okay. You came to me saying you want to optimize these emails, and that’s cool. Great.
I’m looking in your analytics, and you’ve got these pages that are driving into that.
Now if you it doesn’t mean everybody has to go around worrying about analytics or anything like that. So that’s an example of what we would ask for at the agency because we were optimizing copy.
If you’re coming at this, you’re gonna have your own questions, your own show me your VOC. Show me your data right now. Show me what’s working. Show me it’s not working even if that’s, like if you’re in video optimization.
Give me access to your Wistia. I need to go in and look around and see how far people are getting into these certain videos if we’re gonna be working on your video. We’re gonna evergreen your webinar. If you’re it’s already hosted somewhere, I would like to go in and see the analytics on that.
And then they can give you that between the end of that fifteen minute call and and two days before you have your actual one hour sales call so that you’ve got time, to really talk through that. But the fifteen minute call also is where they tell you, basically, the scope of the project as they see it, when they want it to start so that they know when they want it to finish by. So what’s the campaign date you’re working against? Or if it’s evergreen, like, what’s your launch?
What what are you doing?
When when do you need to get this stuff done? They can talk to you about their, budget, or you can lead the conversation at this point if it feels right, to say, like, alright. So we haven’t really dug into your data yet. I don’t know what the scope of, like, your business looks like.
I’m there’s a lot more that we have to discuss. But based on what you’re saying right here to me, it sounds to me like, yes. We could possibly hit that deadline, but let’s discuss. Just yes.
Budget for this sort of thing, I wanna make sure we’re aligned on budget before because there’s no point in booking another call if we’re in two different places. So for me, a project like this generally comes in fifteen to eighteen thousand, and then we have a retainer off of that.
How does that sit with your budget? And then they can talk about that and go like, oh, oh, that’s too much.
Now I know there’s also a school of thought, and I believe in it too that you shouldn’t bring up budget until people have been really sold on what you do. But in this fifteen minute call, we also wanna eliminate wasting an hour of our time on the wrong person. So does that make sense, Caitlin? There’s a lot to discuss here, but fifteen minutes, keep it tight. One hour, be ready to have a good consultation with them.
Okay.
Cool. Yeah.
That’s a lot.
Thank you. I know. Okay. Alright. Katie, what’s your win?
My win is my very first sale of my signature offer.
I put I don’t know. I mentioned it on Thursday’s call, so hoping I can double deal on that one.
You did. I wasn’t there. So Yeah. Good honesty, though.
Thank you. And so this this has been really helpful because, of the the last SQL funnel optimizations, I’ve really been trying to get this all sorted, and the fifteen minute call has been part of that for me too. K.
So if I can rapid fire you with a couple of questions about these funnels That’d be great.
So I currently have the main CTA on my site is to book the fifteen minute fit check call.
And this might be a throwback, but I still have the Google Doc where you shared the lightly scripted fifteen minute and sixteen minute calls in ten x FC. So I’m happy to share that if that would be cool with you.
Nice. Yeah. Still the same except it’s not informed by the challenger, sale. But Yeah.
Yeah. Perfect.
Okay. So there’s that, but then people who watch the workshop are currently directed to book the strategy review call, which is thirty five minutes because I figured we’d have I don’t know. I just felt like they deserve more time for having put in more work prior to booking that we would Okay. Be talking about what they had seen on the workshop. And then from there, I’m like, thirty five minutes seems like not enough time to actually sell them the whole package.
But They’ve been through your diagnostic and your workshop, and you don’t think they’re presold on working with you.
Yeah. That’s fair. So do you think that I could make this if they’ve done all that, I could make the sale in that thirty five minutes?
Yeah. I mean so I’m curious that you said you they deserve more time with you because they’ve invested this time. When for a business person, the reward is this is gonna take less time. So, I would argue, like, can you get her done in a twenty minute call? What else would need to be said in your workshop to get them further along the journey towards saying yes to you? So is there more that you can go through your past call?
Honestly, I think the workshop is strong.
I think it’s me making things hard because I’m scared of asking for the sale. But it’s the issue. It is the real issue here. Like, I don’t think yeah. Okay. Yeah.
Yeah. Good. So now you know.
Just do it in I would thirty five minutes makes me think it’s gonna go for an hour, and maybe you will. And maybe that’s what you need if you, like, get into this conversation with them. It’s nice to have that time available to discuss.
So maybe you leave it at thirty five minutes, and you allow yourself to have a longer conversation as long as it leads to the second half of the conversation, no matter how long it is, has to be on closing them, on working with you and confidently saying your number because you already charged people that number. It is the number. That’s just the way it is. Of course. Do they want the value? Yeah.
Yeah.
Okay.
Any more rapid fires?
I tried to keep my because now I’ve just been sunk into this.
I’m, like, not spitting out, but I’m like, oh, wow. There’s a whole other question around, like, how am I I’ve always done this, like, consultative sales process where I was tailoring the package to their needs, and now I’m like, no. The package exists. You’ve already heard all about the package. So, like, it’s more about selling a product that they’re already bought into than it is a tailored solution.
It’s really unpacking, like, what would get in the way of it right now. Because they’ve already seen they’ve got a problem diagnosed.
They can see that you can solve it. So I would review the workshop to make sure that it’s clear that you are the one to solve it. And if it’s not the workshop, can you put more testimonials on those pages leading up to the conversation with you to make it really clear?
And, yeah, then what else is getting in the way? You don’t have to ask that question, but sometimes you might ask that question. And just the answer, whatever is getting in the way, whatever the additional constraint is, get it out of the way. Mhmm.
Yeah. Okay.
If I can, the rapid fire was, I have a PDF, like, version of my diagnostic that points people to the workshop.
I have the ROI calculator that currently also points people to the workshop. So currently, kind of in my marketing funnel, everything points to the workshop, and then the workshop will point to book a call.
Right.
K.
Strategy review. Good. We’ve checked. So the page they’ve booked a call, and they’ve already seen the workshop.
Is there a CTA there that’s, like I don’t know, it’s me on Instagram.
Like, they’ve the landing page for, like, Calendly or whatever.
So they’ve booked they’ve watched the workshop, booked a call, and now there’s a landing page, and you don’t know what to do on it?
Well, I mean, my default will just be a one question, survey, but I’m like, is there something else I should do if they’re the super cleaner? I think you’re probably gonna say, like, take their number and call them or something like that.
Katie, you’re such a good student. Okay. Grab that number. I don’t wanna do it right away.
I think and I it’s a big thing you’ll say it. Okay. Okay.
Yeah. Yeah. If they’re willing to give you their number, that means they’re open to a call. Hop on a call as as soon as you can. Just call.
And if not, then if you don’t feel like calling for some reason, even though it could be worth twenty thousand dollars just to sit there and make a call right now, I mean, I guess there’s other things that you’re doing that are worth twenty thousand a minute. But, yeah, I don’t know what else it would be. So it might as well be, hey. Let’s hop on a call right now.
And for now, anything else is just getting them to show up. That’s it. So the show up is a huge part of it. Show up not just show up annoyed to be there.
Showed up show up ready for, like, this is what I’ve been missing in my life, and Katie’s got it for me. Yeah.
Okay. K?
That’s great. Thank you.
Alright. Thanks, Katie. Jessica, what’s your win?
I’m gonna change mine now that I just heard Katie because I’m hoping it’ll help her. I had, an experience with two discovery calls, and both of which came through referrals, which I thought this might help you, Katie. So the first one was a former CSP’er had referred me to, like, one of her best friends, and she basically was, like, sold in a discovery call. Very quick, fast decision maker, female, just like, yes. Let’s just go. And then I got in another call with a with a guy who, I guess, really respects Joe, former somehow they have a relationship, and then, and was like but talked and talked and talked on our call and kind of in circles, he did. Not me, surprisingly.
And and then he was like, oh, well, can you show me some of the books you’ve been a part of? So I show him, goes and reaches out to one of the people. And then and I was just sitting there going, this is red flags. To me, I just it was like two really good examples of, like, I wanna work with the person who gets a great referral, trust that person, and, like, let’s make a decision.
This guy was not a good referral, not because he didn’t immediately trust me, but more like he had to go. I could I could see through my network who he was checking in on that I’ve worked with, and it was like nobody was enough to trust. And I was like, this guy will be a pain in my butt badly. No.
Nope. Nope. So I don’t know if that helps you, but I’ve just had so much more success with fast, like, let’s do this. I’m more like Joe was saying before.
Like, they’re not worried that they’re gonna lose all their money. They’re just worried more like, oh, is this just another freelancer who’s not gonna do a good enough job? Like, there’s a difference there. And I don’t know I don’t know if that helps you, but that’s what I’ve noticed in some calls.
So Thanks, Jess. Anyway, so I closed a project, except I know how to fix it. I’m just hoping you can help me with some of the other stuff ways I could leverage this and learn from it and implement.
So I had kind of an ideal lead reach out, and they’ve been wanting to work with me. But, the big objection was this worry that organic fixes, like optimizing your keywords and your categories and stuff like that, would not improve visibility enough to increase book sales and thus get them, you know, on the other side courses and, and new clients and things like that. And I did a very poor job because of my relationship. I did a poor job of, like, selling them on no.
No. No. Actually, like, this person knew what they wanted. Type a business control person, and I want this.
And that’s cool, but I did a bad job of not explaining that, sure, you can do ads, but you’re basically putting traffic sending traffic to a leaky bucket.
And so first, you need to you know? So I didn’t do a good enough job there. And that’s fine. I know how to walk it back with this person and do their ads for them, but also at the same time fix the leaky bucket.
So I’m not worried about this client in particular because of our relationship. But I do wanna know what your opinion would be on. One, of course, how do I make sure that doesn’t happen again in the sales call? But also, like, is this something that I should be thinking about for a workshop pre before they get on with me?
I don’t know because sharing all I find that I overshare. Like, remember when you said at the beginning of copy hackers, you taught too much almost and give away too much?
I feel like I do that sometimes, and I basically give them all of my strategies and tactics, and then they can just go implement.
Yeah. Okay. So so there’s a couple things there, but your first part of the question was around what how to prevent that in future sales calls. But what happened in the sales call? Like, what did you I know that you didn’t you don’t feel good about what you how you ran it, but, like, what happened?
I know this person so well, and I know they’re such a control person. They when they’re it’s kind of like I mean this in a really complimentary way.
It’s kind of like when I work with you. You’re very I want this. I want it now. I want it.
And you know you and that’s great. Like, you know, whatever. But you also respect experts. And I did not say to my person who I have a good relationship with, but I’m the expert on this.
So I let her kinda do her thing and be the expert in and dictate, and I should’ve made it clearer that I knew there was a leaky bucket, I guess.
Okay.
So was it to me, it sounds so a couple things come to mind for me.
You gotta let a client be a client no matter what you know about what they do. If they come to you, they have a problem, they are not able to solve it themselves. And if you think that they are, then really, they’re not gonna be great to work with because what are you doing for them? If they can solve it themselves, now you’re just somebody who does what they don’t have time to do, which is not a great value proposition.
Right. So you gotta I’m I know it’s like a mindset thing, but it’s like, put a sticky note there that says they’re the client right now and, like, let them be the client. You ask the questions. You listen. You point out how that’s not really gonna work, and here’s why.
That’s to me, it sounds like you were, yeah, letting them be a person that you know rather than Yep. A client.
Yeah. That’s exactly what it was.
Yeah. And so it’s just make that a rule for yourself.
All leads, no matter how they come to you, if your mother comes to you and says, I wanna write that book, you have a really awkward conversation with her about things, and that’s doing her the honor of treating her like a client, because that’s how she’s gonna get the most results. Okay. So you’ve got this challenge. You ran it, the call a little bit wrong because you knew the person, which is just something just to keep working on too. Right? Like, you as you get better clients, better people coming in the door, they’re probably gonna be opinionated, intimidating in some ways, and you’re gonna have to talk over them.
I’m like, that’s just a skill you just have to get ready to have even if it seems pushy or whatever, especially on Zoom. Like, there’s the talk over problem. You have to just keep talking. That’s just the way it is in order for them to stop talking and listen to you.
And that’s just what people I think are used to as well. Type a’s are used to it. They’ll keep chirping. You keep going, and it can feel like this bullshit.
But that’s like they’re not listening. They’re talking. Oh, she’s trying to talk. I’ll let her talk now. Like, I think it’s just I’ve learned that with with people.
You just have to let go. And to a point, right, without it being, like, this aggressive boxing match of, like, vocals. Okay. But then what was the second part of your question there, Jess?
I do think that there might be an opportunity to take that objection and educate a little bit more or potentially use that for I don’t know. I’m not sure.
Yeah.
And so, like, update the workshop.
Update I mean the things that lead them to be a lead for you. A lead. Mhmm. Yeah.
I mean, that’s like some Hormozi trick. The second they get a new objection in, Hormozi goes and records a new video that counters that objection, and they just slot it into the existing video they have. And that’s just like an ongoing exercise. So, yeah, soon as you get one, go record a reaction or a thought on it, and then embed it in whatever whatever video you’ve got, which is, again, another good reason to know how to use editing tools so you can sit down and pop that in there.
Yeah.
Okay.
Yeah. Sounds good. Yeah.
Cool. Thanks. Good. Good. It sounds like business is good, Jess.
Oh, yeah.
I mean, it’s crazy busy, but, yeah, so I’m not complaining.
Yeah. It’s good. It’s good. Awesome.
Anybody else? When are we wrapping up?
Alright. If we’re wrapping up, wonderful. Good. Don’t forget. Put some questions together for Ross. Read his book.
Create once, distribute forever. It is a very quick read. So just grab it. Done. Got it.
And if you’ve struggled with, oh, no. I have to keep creating new stuff. This is Ross will tell you, you do not. So make sure you attend that on Wednesday, and then also furnace session on Thursday.
Feedback Fridays this week is also ninety minutes yet again, and, of course, you can cycle through. And if there’s room, you can go in more than one time. Okay? Good.
Alright. We’ll see you in Slack, everyone. Have a good week. Bye.
Goal Reset + Generating a Task List for This Month
Goal Reset + Generating a Task List for This Month
Transcript
Well, we’re gonna dive, like, right in. Right in. Right in. And for those who are just joining CSP, perhaps you haven’t, done, obviously, your q one goals with us, but maybe you had them yourself and have had a bit of time to reflect on what you had set forth for yourself and where things have landed, what essentially has gone according to plan, not according to plan, better than plan, kind of, what the heck just happened.
This was never part of the plan plan. But, really, this is an opportunity to to share, and I’d really encourage everyone to take some space on this on this session. Right? We could go square by square and just hear about your reflections from q one, what your takeaways are, what you’ve assimilated and digested and taken away from it, or maybe even if you need a little bit of conversation reflection to get that from the group as well.
Cool. Has everyone taken at least some moment even if it was a passing casual moment, to reflect on their q one?
Sweet.
Cool. We’ll we’ll open it up, like, right away. Like, who feels ready to go and just share about what those reflections have uncovered. And, yeah, floor is yours.
I’ll start off since I’m a newbie, and I don’t know what to expect.
But I did have a meeting last week, and one of the things I learned was that I am on track to hit last year’s revenue goal, but that’s not my goal. My goal is to double last year’s revenue goal. So I’ve got some work to do, but it’s good to know that the business is trending in the right direction since last year was my highest revenue year. And, we did have a rocky start, meaning, a lot of work to do in January for different clients, and they were doing challenges.
And the economy was economying, so some buyers were not buying in the speed that they normally did. But we finished, March strong because we had our highest, revenue month, for the month of March for one of my clients who I’m on a base pay plus commissions sched structure. And this was our first month on that structure. Actually, January and February, we were testing it, and I did not hit the revenue goals that I wanted.
And then this month hit it out the park. So I was able to apply some of the lessons learned, and now I need to multiply those results. Mhmm.
But those are the two reflections that I have just from talking to Joanne last week.
Mhmm. Amazing. So would you say that, like, the March you just had, right, if that continues if that trend line continues, does that get you towards that doubling your revenue goal?
It can. Yes. But I need to do that with probably two more clients, to really solidify it. But at least I have an idea on what it takes.
The problem is I need two more of me, to really do that because I’m tired.
I’m, like, still in my pajamas, because I’m so exhausted.
And yesterday, I was sick, and I still had to do work. So I need to figure out something else because I can’t do March over and over again and then expect to be healthy. It’s just not gonna be it’s not gonna happen.
Yeah. Do you mind, like, just since it’s your first call, just giving us, like, a little bit of an overview? Like, what’s your agenda?
Alright. So I’m Aquania Esquarnet, the one bold enough to show up on a meeting with my mom.
And and I am the creator and founder of the Purpose of Money, a platform that teaches, women how to build wealth one dollar at a time through life insurance, real estate, and investing.
However, my email marketing business is actually my secret six figure business. I started in twenty twenty, and I did it because a client who I interviewed for online magazine and I wrote blogs for asked me to write emails to launch his digital book, which became a digital course, which became his million dollar business.
And then he referred me to all his friends. So I’ve built a email marketing business with no website, no public really announcement that I do this, but referral only, which means I’m also limited to the income that people refer to me. Right?
So last year, I made a decision to do a eighty twenty. So twenty percent of my revenue, I would like to continue to come from financial coaching and life insurance and real estate investing. And I want the other eighty percent to come from email marketing because when I looked at my numbers last year, I saw that most of my revenue was from email marketing.
With that said, I don’t really have I’m I my brands as the email strategist is ghostwriter for IG influencers, mostly people of color who talk about taxes, financial literacy, taxes and financial literacy for the most part, and a couple of coaching clients. They have digital products and digital coaching programs.
And, I do storytelling based email marketing.
So the reason I joined this program specifically is because I’m not really a sell, sell, sell, email person. I like to tell a story, hook you to the story, introduce the product.
But I do have a desire to become a stronger sales copy person. And so another one of my goals is to improve my sales copy so I can get to the sale conversion faster and then, scale my business so that I don’t have to do all the writing.
Mhmm.
Amazing. Got it.
And reflecting back on, like, what went really well in March. Right? Obviously, that revenue share, that base plus percentage.
What was the thing you delivered, right, and kind of the strategy behind it?
Yeah. So the thing that I delivered well was automations.
Not just setting them up, but creating emails in advance. I am a a habitual procrastinator.
So I like to do things in real time. I get ideas on emails in real time. So sometimes it does behoove me to write them in real time because something on the news might inspire a trend that does really well. But there are some of my clients who their lives planned out way more than mine, and they could just have everything set up and go. So my life was a little easier for the set up and go automated emails, but I still have room to pivot if the automated emails weren’t working.
That happened this past weekend. We had a challenge for a client. It started on Monday, and I was eight tickets away from my goal to pass the last challenge. And the fancy HubSpot automation was not converting.
So I I knew it wasn’t the or I suspected it wasn’t the copy. I suspected it was HubSpot and the fact that it’s a new URL domain.
So I took those emails out of HubSpot, put them in our old platform MailerLite, excluded the people who already opened the email, and I made, like, fourteen sales in a day. So I realized, you know, in real time, sometimes it’s not the copy, sometimes it’s the tech, and I have to be available to pivot. But that’s what I also did well in March is I pivoted. I I set it up, but then I watched it, and I monitored, and I changed.
Mhmm.
So yeah. So that went well. What didn’t go well is some of my clients, also pivoted their strategies, and I’m kinda grateful I didn’t do all the emails because then I would have just been doing double the work. Mhmm.
I think what didn’t go well is the VA that I have that I have draft some things that I’m comfortable with her writing.
The copy was not spot on, so I ended up having to rewrite all of it. And it was surprising because she’s been with me over a year, and her quality of work used to be better.
Mhmm.
So I’m I am contemplating, finding a replacement, or at least someone who’s a dedicated writer and not just an admin support role.
Mhmm.
And so those are the biggest things that I can mention.
Very cool. So it sounds like heading into q two, the two things that you are desiring the most, right, is, like, leverage since you can’t replicate it yourself month after month. Right? Mhmm.
And that leverage, right, can come through people. It can come through systems. Right? I’m not sure if AI is applicable in your case or if you found a way to integrate it yet.
Yeah. Mhmm.
Yeah. I do use chat GPT. I pay for it. I train it, and it has helped produce faster. There’s some stuff I still say is crap and I throw it out, but, I started as a base and then I make it better.
Mhmm.
That’s the extent that I use AI. Now if there are other ways to use AI, please tell me. Because I do wanna remain relevant, and I don’t like when people read stuff and they know it’s AI. So, like, what’s that balance? How do you still look like a human writing for a human?
Mhmm. Certainly. Yeah. There’s ways to dial in the output for sure. And, obviously, that’s worth practicing and refining, right, because of what it saves you in terms of, you know, your own personal time as well as potentially hiring and then chiefing and reviewing.
Correct? Mhmm. So there’s that aspect, and then there’s the whole systems aspect, right, and all the other things you could do to create leverage. And I’m not sure if you’ve connected with Shane yet.
He’s our, coach inside CSP who is, like, the master of all things AI. Right? So I definitely encourage you to show up to his sessions and, like, just tell him how it is. Right?
Like, this is what’s going on. Right? How do I create a system for this? Or where’s what’s something I’m not yet seeing because I don’t know what I don’t know in terms of AI capabilities?
But in terms of creating leverage, it sounds like that might be one of the quicker opportunities. And then the other one, which you’ll likely encounter over and over again in CSP, is essentially refining what your signature offer is. Right? Like, really getting it down to something that’s replicable from client to client to client so that there’s less customization, less reinventing the wheel in terms of how you get clients to how your sales process is to how you deliver it. Right? If all three of these things can be fairly standardized with, like, eighty eighty percent standardization between them all, that’s gonna save you a lot of time, and you could get more efficient in all those processes. Does that make sense?
Yes. And I never thought about that.
Sweet. Cool. Well, there’s gonna be a lot to think about, and I don’t wanna overwhelm you on the first call. I’m just grateful to have you here and have you set the standard that’s showing up for PJs. It’s totally cool, and I might follow that I might follow that lead next time.
But I will get dressed. I have a webinar later, so I will get dressed. But today, I just wanna focus on the work and not the look.
Awesome. Cool. Well, thanks so much for, leading us up. Appreciate you. Cool. Who wants to step in next?
I get Caitlin, do you want to or me?
You go ahead. You spoke first. I’ll go I’ll go after.
Okay. So I just did some reflection on my q one, and I had big goals for q one, that I don’t think were realistic or sustainable.
So looking back at that, I was like, okay. Because, you know, there’s a lot of things I wanna do. Get start writing my book.
I was I had a big goals for prospecting, which I did some of it, but then I ended up selling one of my standardized offers, which was really cool.
Mhmm.
And so I got busy with that. And then I was like, oh, no. Since I have to do this, like, I’m I’m starting to see the cracks and everything, and I’m like, okay. I need to optimize some things.
Right? So I’m working with Shane, and we are gonna create some systems and optimize the offer, which is a little bit nerve wracking because, you know, Joanna was like, it needs to be able to be done in, like, five to six days, and that’s not gonna happen with what we’re creating. But Mhmm. It’s okay.
But yeah. So I did at least hit my goal for closing at least one, standardized offer. And, yeah, I don’t really have a lot to say.
Amazing. And the offer the standardized offer that you did close, is that one completed yet? Like, fully delivered?
Yes. They are setting everything up right now to test it, and I can’t wait. So that’ll be awesome.
Yeah. Very cool.
And then the one you’re kind of, like, refining right now, is that essentially It’s like the it’s a yeah.
It’s just adding on to this because right now, I’m writing advertorials and sales pages. But then we’re gonna add in the ads, the checkout page, like a nurture sequence, and then figure out, like, what metric I can map to each one of those so that we can prove that we’re increasing revenue with everything that I do.
Very cool. And, like, I know I know delivering it in five days sounds like a stretch, but, like, based on what you’ve analyzed so far, like, what is the conservative goal of, like, delivery?
Well, it depends on what I all take on. So for this project, since I really wanted a case study, and, hopefully, that’s what we get out of this, I stretched myself more than I should have, and I was like, I’ll do the design too because I have a background in design. So I did the design, and that ended up taking really, really long.
So if I were to, like, take that off the plate and have the systems built, I think that it could probably be done within, I would say, two weeks. I’m being, you know, maybe Yeah. Conservative there. But, yeah, two weeks.
But, yeah, we’ll see how it goes. Mhmm.
Amazing. Cool. And right now, you have, like, everything you need for building the systems and testing, you know, different kind of, I’m not sure if you’ve integrated AI into it. I’m sure you are if Shane’s involved.
But We haven’t got that far yet.
We’re just, like Mhmm. Kinda just seeing what we got, and then we’re gonna start building the system. So the dust hasn’t quite settled yet, but it’s going to.
Amazing. Cool. Well, keep us posted on that. And I guess, like, what is, like, the one thing in q two that would define it as a success? Like, a fully back on track like that.
I guess just having knowing that the system is ready to go and that, you know, it’s I can I can launch it because I I’m also doing my SQL? Right? Because I realized during the audit that I didn’t really have one. So I’m doing two things for q q two. So, the way that I’ll know that I’m successful for q two is to have those two systems built, the SQL funnel, and optimizing my offer and the positioning of it and then just mapping everything out for the next client.
Sweet.
So those are two big rocks, in terms of, like QL, is your sales qualified lead funnel.
Somebody asked in the chat. I just saw it pop up. But yeah. So Yep. Yeah.
Yeah. I mean, I think if you know those two things, right, that could really set you up for an epic q three and q four.
But Exactly.
Did you feel like you need and want to attach a revenue goal to this quarter, or is it really about playing more the mid curve in?
Right now, it’s just the system that I want built.
Then after I see how that’s functioning, then I can Yep. More accurately attach that goal to it. Awesome. Yeah.
Very cool. Is there, like, one thing you’d want any of us to hold you accountable to this quarter, like, on any kind of check-in or just make sure you’re on track?
Just that I get those two things done, I guess. I mean, that’s yeah. That’s my goal.
Awesome. Yep. Thanks, Cody.
And we got Katie who is enduring the ice storm in solidarity with me. I just saw your email that went out, and I’m like, it’s not just me. Someone else is enduring it.
I know. Right?
Yeah. We’ve had legit ice storms here in Quebec. And, because it’s April, right, and q two, and you don’t expect ice storms in q two, I totally ran out of, like, driveway salt to, like, de ice things, and I have, like, a big, long, slopey thing because I’m in the mountains.
But one thing I learned today is that if you don’t have salt, you can use fireplace ash, and you feel extra witchy when you use fireplace ash. So yeah. Exactly. Right? I feel witchy today. That’s my mood.
And it worked. So there we go.
Oh, gosh. You had tornadoes, Cody.
Yeah. I live in Kansas. So, it’s like in in April, we get tornadoes, and, they’re all over the place. There was, like, three or four of them in the state within, like, two hours of time.
And my daughter is terrified of tornadoes because we actually had one a couple years ago in our city, and we could see it from our porch. And I took pictures of it in video, and that was huge. You know? And ever since then, she’s been really scared of it. So now, like, it’s a big you know?
Yeah. Yeah. I mean, I don’t blame her. Like, tornadoes are freaking scary.
Right? They are. Yeah. Yeah.
Cool. Well, I mean, hopefully, these ice storms and tornadoes and all forms of natural disasters chill out in q two. That’d be nice.
Cool.
Who’s up next?
I’ll go. Yeah.
Yeah. Hello.
And welcome, Aquania and Myrna.
I think those are our two new ones. Nice to see you.
So, q one.
So I have, like, a a course side of my business, and, you know, then I’ve got the clients. And so with my workload, I just wanted to get consistent on Instagram.
Mhmm. And I did that. And that is, like, all I needed to to do in q one. So it’s like that layer is in there.
We did also do stuff, like, built out, like, a robust testimonial, like, video testimonial, collecting system.
I used the one inside copy school.
So that felt good and just like other SOPs, SOPs and stuff are always happening over there.
So did that.
Over on the client side of things, I’m actually excited because it really was the bare minimum that I had to do. Like so the CRO stuff, like, the standardized offer and then the news retainer.
I did I wanted both of my copywriting clients, my main ones, to transition over into that, but one did. So Mhmm.
That was kind of all I wanted there.
I did want to do more market research for my standardized offer, and so I kinda need I did a little bit, but this coming quarter, I wanna do more.
So yeah. So, I mean, that that was q one. It was just getting through the workload and getting consistent on Instagram and the bare minimum for setting the foundation of starting to layer in the standardized offer.
And now I’m so happy because quarter two, one of my retainer clients, we parted ways. And that is, like, the best thing that I think could happen because now I’m like, I have space now I to build up the standardized offer, and that’s, like, my conversion rate optimization offer. Yeah. And that is what I want to sell from here on out.
So, yeah, my first q two goal is just to get my SQL up. Like, I was purposely not even working on that because it just wasn’t a focus. I just needed this, like, course stuff. So get my SQL stuff just in nine grid or something on Instagram, just some initial information.
I don’t have the bandwidth yet to create content, for that side of my business. I have a separate Instagram account for my CRO stuff. So just nine grid SQL because I have some networking stuff coming up this month.
And I’m launching my course, doing a live launch. So I wanna just keep it at that. And then if I could maybe have, like, one more baby step with my CRO stuff, like like, maybe towards the end of the quarter, find the bandwidth to also properly be, like, building an audience around that.
Okay.
And I did yeah. Yeah. That’s that’s it. I I did buy, like, a a course the other day from Latisse Hudson of, like, just setting up Facebook and Instagram ads.
So maybe if I do, like, just a really even if it’s just audience building Yep.
I like her promise of, like, just three or five dollar in ad spend a day. Mhmm.
So I think maybe playing with that, doing the beginnings of that for the course side of things for next quarter.
Yeah. That’s a superpower if you can acquire that skill. It takes so much pressure off. But I love that. I love how you’ve, obviously, like, let go of one of those retainer clients and feel amazing about it.
I definitely resonate with the relief when you let go of something that was taking up a bunch of bandwidth that isn’t the thing. Right? Isn’t the thing now. Is it isn’t the thing later, and it just liberates that energy.
So, yeah, I love that.
In full transparency, they let go me.
No.
We’re we’re we’re gonna phrase it the other way around.
Yeah. But they were, like, they were very easy to work with for, like, over a year, but they did there’s lots of stuff, like, a couple little, like, red flag things. Like, we would sell out their launch every time we live launched. Like, I made her so much money.
We just had another not I made her. I was a part in making that. But they were the type where, you know, we’d make, like, one twenty five, one fifty sales in a launch, and then they’d be like, alright. They they would just wanna randomly double it for the next launch instead of Yep.
Instead of mapping the math. And I would try to so I I they were always disappointed. And I’m like, you had a multi six figure launch, like, again, and we had to, like, stop sending the sales emails again because you sold out of your seats. So it’s all good.
So the client that I do still have, she is, like, my dream client. I am, like, fully in control of their marketing in all their back end. They trust me with everything. But yeah.
So Cool.
Yeah. Clients are gonna client. That’s, like, the one thing that has been true for the last ten years that I’ve been doing this at least.
I have I have, like, a similar case, like, a client that, like, the last launch I did for them, like, just absolutely crushed. It was one of their most successful. And, like, now it just delivered everything for the next one, and it’s, like, sabotage city. Right? It’s like, where did this come from? And it’s like, I took in a client. So Mhmm.
Yeah. Yeah.
But that’s awesome. I think, like, if I could just, like, add one thing. Like, I’ve been having so much fun just, like, testing and playing around with Instagram ads. Like, the cost per lead on that and, like, high quality leads from boosted carousels to webinars has been crazy good.
So if you can have if you can have carousels that feel like organic content Yeah.
But yet slide into, obviously, the thing thing.
Yeah. The cost per lead on that has been amazing on US based audiences.
All you’re doing is just boosting here and there, or do you also have So I’m boosting every carousel, essentially.
I haven’t been testing with boosting reels, like, one piece one style at a time.
But carousels, especially if you can master the art of the first slide having a really compelling hook while also still being hyper relevant to your audience. Right? You don’t wanna make the mistake of, like, a crazy good hook that’s going to resonate with too many people that just ain’t it. Yeah.
But if you can master that balance, yeah, I’d be so curious to see what your cost per lead is. Right? I think the the one challenge I’m seeing, right, is, like, obviously, people going from Instagram straight into, you know, another ecosystem, like, where they’re not in a buying state. They’re in, like, a dopamine scrolling state.
But if you can capture the email on that next thing, do. Right? You can also test that with, ManyChat instead. But, yeah, different ways to go about it, but definitely seeing positive indicators on the Instagram side.
And Awesome.
It so beats, like, posting four times a day to try to grow organically. So yes.
Yeah. Okay. Cool. Thanks for that. And I’m glad those are working out for you. That’s I’m happy for you. That is awesome.
Cool. So, like, what’s one thing that would really make q two, like, an epic, this worked quarter for you?
Having the SQL funnel done and starting to create content, on that side of things, just the beginning of things, Having a sec somehow without having that set up, still, like, getting a client. I I am there’s a couple cool things happening this month in person.
Mhmm.
So if I could turn a relationship there into a CRO client, that would be an epic win. And then if my launch did decently, just somewhat decently, that would be an epic win.
And yeah.
Awesome. Cool. Well, we will be following up on all of the above.
Okay. Cool.
Awesome. Thanks, Caitlin.
Thanks, Ray. About to ask questions.
Go for it. Kayla, are you up for a receiving question?
So your client who because I have this issue with one of mine, but we normally combat it with data. Right? Like, hey. Last time you did this, and so based on the leads, the conversion rate, like, the most you’re going to make is this. And then the the low goal is this, which you proved they made. Right? So are they basing their their feelings on data, or do you think they just wanted to work with someone else?
I think so. The for the first thing, like, they do claim to be doing a lot of stuff, like, in terms of data.
Mhmm.
But, they, like, kinda keep me at an arm’s length. Like, I’m so and I kinda haven’t pushed it. But with, like, their goals, I would kinda question it and be like, hey. You’re, like, you’re you’re doubling your sales goal without doubling your email list or, like, close to doubling your email list. Like, that is certainly a stretch, but they would be like, we’re confident we know, like, based on how their Facebook ads are doing, based on how x y and z. They’re like, we we’re confident we know that we can get there. And it would be like a mystery of, like, how they could get there.
But, you know, with your second question, yeah, I think there also is, like, a level of they said they wanna bring it in house. They want to be able to pivot quickly.
They said that, like, they didn’t always have and their one valid thing is I’m terrible with deadlines. Like, I will be the first one to tell people that I struggle.
And and it’s just because my workload is too big that I couldn’t let anyone go because financially, I’m like, no.
So I know that that hindered me. Like, so if anything for me to, like, review and look back on, I’m like, I know that. But I would, like, unabashedly just be like, I’m late. You’re getting it when you’re getting it. So that did kinda knit me and kick me in the butt this time. But, yeah, I I for, like, I I don’t know. Like, I don’t know if it is a performance thing or if they just wanna in house, they just wanna take over, they just think that they can do better.
I don’t know.
That’s really good, and it’s actually really helpful for me. So some I have one client who also is taking their email marketing in house, but to save money. And I couldn’t take the in house job because it was too much of a cut for me. And then the other thing that you said that, so I can definitely relate to that, and that is happening with some people.
But, yeah, I do try to focus on data, and I try to keep my own stats as much as possible.
But I understand what you’re saying, and I think you’ll be happier.
So Yeah.
Yeah. Thank you. Yeah.
Awesome. Who wants to jump in?
I’m happy to go.
Yeah. You’re up, Katie.
Okay. So I opened my goal setting doc and then got kind of overwhelmed with frustration, so I didn’t read the whole thing.
I think maybe, Cody, this is similar to what you said, but, like, my my key one goals were very ambitious and perhaps, you know, written from that belief that, like, I will become a new person in the new year who has different habits and and, like, a different relationship with time management.
So the goal that was accomplished was that I closed my first ever client for my signature offer.
So that’s great. That’s a huge win, especially since I have been marketing it since, like, September.
And this was the first one I feel I’m like, life habit of mine is that I always go to the biggest, most complex thing and then just keep going with that versus starting with an easy sell and then working up to the big complex thing. Mhmm.
But this is the second time I have proven that if you wait long enough, it will eventually work. So it’s not the fastest way, but it did work.
But that has obviously unlocked all these other challenges of per my goals.
Like, what I what I did read was twenty twenty five will be a success if at the end of the year, I employ five people and I’m generating four hundred k in revenue.
And that was based on I would really like to be hiring copywriters because I like strategy and marketing and sales, and I don’t really like delivery.
Like Mhmm. I just all of my really, like, excitement about the project kind of goes up in smoke, like, once the project’s closed.
Mhmm.
So in this ideal world, I’m hiring a copywriter.
Also, I’m you know, we’ve got the optimization retainer on the back end. So I’m I’ve got this one project sold, then we’re going into the optimization retainer.
I would like to hire and train and keep selling.
And yet, in the real world, never delivered this offer before. So, like, zero SOPs exist. I’m very much making like, not that I’m making up as I go along because I have been refining the framework, but I’m applying the framework for the first time.
I’m kind of figuring out, like, do these hypotheses actually Mhmm.
Work. Right.
So that I’m like, the the this this will go live mid May.
Retainer kicks in June first.
And you know what? I’m still marketing, but I also like, do I even have the bandwidth to sell another one right now?
Like, I could book a call. I mean, I’ve I’ve said that I only wanna sell one signature offer a month, so, like, they would be starting in May.
But I still don’t even know that I have the capacity on my own to be, like, you know, on calls with people, like, doing the doing the sales qualifying stuff.
So I don’t know if it’s that I need a reality check or that I need, like, some systems in place to help with that. But, yeah, I’m, like, celebrating the win while also kind of looking forward for this quarter being like, what is a realistic expectation, and how can I get that get the realistic expectation as close to my ideal as possible?
For sure. What’s the price point on your offer again?
Twenty k.
Right.
So if you did close one tomorrow at twenty k, would you be able to figure it out, like, between maybe getting like, a second one?
Yep. If you sold a second one tomorrow, like, would that excite you, and would you be able to, like, get the help you need to deliver it, or it would put you into panic mode?
It would probably put me in panic mode, but I tend to do well ish in panic mode. Like yeah. I feel like yeah. Go ahead.
So so you’ve created like, you’ve already done the work for the one you sold. Right?
Like, it’s being deployed in May No.
It’s so I did they bought the audit. I broke off the the research phase as an audit. They bought that. So that has been delivered. And now, just on Tuesday, we had the kickoff call for, like, the copy like, the actual execution and implementation. So the writing and the implementation is happening over the next four to six weeks.
Got it. Cool. So that’s gonna be your opportunity, right, to systematize it even, like, minimum viable SOPs for it. Right? Like, don’t get, like, the perfectionist mindset here and feel they need to be, like, beautifully and perfectly documented.
Okay.
But but just gauntlet thrown.
Okay.
Like I’ve seen this a lot.
But, like, simply, like totally. Like, document your process of delivery, right, from, like, what am I thinking about? What am I doing? What am I delivering? Right? And you could definitely use AI systems to turn that into a checklist. Right?
And then, right, once you’ve done that, you’ll either have some SOPs, right, to ideally maybe partner with somebody, right, who is already fairly competent. It’s probably not gonna be refined enough to take somebody who’s never in copy before, right, and have them deliver, like, up to your standard.
Or perhaps you’ll have the confidence of, like, next time I do this, perhaps I could do it in half the time, right, where your dollar per hour literally doubles. Right? And I think that’s an ideal place to get to first.
One thing I’ve noticed with standardized offers is, like, you know, the efficiency scale. Right? Like, from project to project to project. Right?
I get better. I get faster. I get more confident, and my systems get tighter. Right?
So, ideally, right, you can get to a place of confidence following this one where almost you’re like, I want to do the next one. And just like, I love the goal of seeing how much I can make per hour. Right? Like, I’m like, you know, make the sale for ten grand, fifteen grand, and, like, how many hours can I do this and then still deliver up to my standard? Right?
And I would challenge you to do that. Right? Like, calculate how many hours it takes, create the SOPs, and then, like, get excited about slashing the time to deliver the same quality in half. Right?
And see if we can I like that?
My ADHD likes the gamification of that. It’s like, normally, I hate time tracking, but I’m like, I like the idea of challenging myself to be better.
Yeah. It’s so much fun. Like, I mean, at least I geek out on it. Because this wasn’t a game that I was able to, like, play with myself, like, two years ago.
Right? Like, without AI, without a standardized offer, this game doesn’t exist. Mhmm. But with those two yeah.
Like, it is within the realm of possibility to cut delivery time in half the second time you do something, which I think is really fascinating and really cool to lean into.
So, yeah, I’d, I’d encourage you to bring some joy in that gamification if that’s how your brain kind of aligns with it.
And once you’ve done that, I’d say, like, once you’ve delivered the second one or the third one at a level of efficiency that, like, you know, gives you confidence to sell more of these things, that’s when maybe you can consider, like, getting some help. And maybe at that point, like, you’re so freaking efficient with this thing that you just feel amazing making twenty grand in five days because that’s what you could do. Right? And I don’t think anyone would really complain about making twenty grand in five days of work. So, yeah, see where that lands. But in the meantime, if, like, your funnel is, like, obviously working and up to speed, like, I’m guessing that’s where this client came from, like, from your workshop funnel?
Or no.
This came from a a direct pitch.
Okay. Very cool. Yeah. Yeah. Nice. Is that something that you’re gonna be replicating, like, in your marketing process?
Or Yes.
But, yeah, I have kind of gone into this. I’m, like, potentially success sabotaging mode of being like, okay. Now pull back all pull back all marketing in case somebody else reaches out and you can’t handle it. But, yeah, I do think that pitching works really well just because the offer is contingent on their existing offer suite and ecosystem.
It helps for me to hand select.
Right. Very cool. I love it. Get out of self sabotage mode. I think it’s the ice storm that’s messing with your brain.
Right? No one want like, I definitely didn’t wanna do work today. Like, I saw that and, like, I’m gonna self sabotage every opportunity I ever have because I just wanna stay in bed. But no.
You got this.
I think it’s I did work in the dark with a candle burning, and it was really cozy, so I thought I want the witchy vibe.
Because you lost power or you wanted the witchy vibe?
I just wanted the witchy vibes.
Right? Nothing wrong with that. Cool.
I think. Right.
Yeah. Congrats on that sale. I think it validates it. Your marketing works. Your sales works. And now, obviously, you’re refining delivery, and that’s gonna give you confidence through q two. So, yeah, keep us posted.
Thanks, Katie.
Alright.
Anyone else wanting to share their q one, their q two, their own version of their own witchy vibes?
Or I guess I’ll go.
Alright. You’re right.
Let’s just say that, my q one went to shit in a very quickly.
Went to shit in February. I got really, really sick. So February was lost, half of March.
So now I’m basically starting over.
But, really, it’s q two is about being consistent with the newsletter, actually creating a newsletter, and then getting my SQL funnel built up.
So really getting that authority and then the funnel going.
Cool. Which one has, like, priority for you?
Like, obviously, we’re gonna get Priority for me priority for me is gonna be the newsletter, really building that authority Mhmm.
For my standardized offer.
Yep. Sweet. What do you see as, like, the connection between the newsletter and selling your standardized offer?
Really, the newsletter is gonna be around, my standardized offer is, lead gen and sales funnels.
Mhmm.
So, it’s really kind of everything to do with funnels, emails, ads, CRO, just kind of building my authority that way.
I do have a project I’m working on right now. So, hopefully, I’ll have well, according I I did see Cody. I did see Shane’s deal the last month. Mhmm. Oh, you lucky duck you.
Yeah.
Nobody’s sure what they mean. And then all of a sudden, it’s like, oh, hey.
Let me help with that.
That’s like, yay.
But I liked his idea of you don’t need the the case studies is, like, you need to show the metrics and the ROI of what you can offer the company.
And since I don’t have any case studies right now, it’s like, oh, I like that idea. That, I could sell.
Yeah. I I thought that was very eye opening too.
Yeah.
So it’s like, okay. I don’t need to worry about a case study. I just need to get these get the newsletter consistent, get the funnel built, and then, really, when I get somebody in, you know, pitch them with the ROI calculator and show them what I can make them.
Yeah.
So that’s kind of where I’m going for q two.
Oh, so by the end of q two, we have a newsletter that is up and running. Is it a weekly newsletter?
Or biweekly.
Biweekly. So twice per week or once every two weeks?
Once every two weeks.
Is there a standard of what biweekly means, or am I right task which one it is? Because I’ve been confused my entire life.
Biweekly is you usually once every two weeks.
Okay. So what would be twice per week?
Or wait. No. Biweekly. Not weekly. Monthly. God.
Bi monthly.
Not enough coffee this morning. Sorry.
Not enough.
Alright. We gotta reload. It’s both. Right? You could anyway.
It’s both. Yeah. No. Biweekly is bullshit. Yeah. That would be way too much. Yeah.
Yeah.
I remember, like Oh, bimonthly.
So once every two weeks. So two newsletters a month.
Very cool.
So never promise a month.
Let’s just leave it.
There you go. Never promise your clients biweekly calls because they’re definitely gonna expect one and you’re gonna deliver the other.
So Yeah. So Cool.
Sweet. So we look forward to seeing newsletter established biweekly and your SQL funnel. Correct?
Yep. Yep.
Sweet. Awesome. Cool. Alright. Who has not shared yet? I’ll go. Perfect. You’re not.
Do, and separately, since I since I’m just starting all this, I had already made, kind of a a year’s plan, and I realized that that’s probably the problem.
I shouldn’t be doing a yearly plan. I should really just be doing right now now a quarterly plan. So, the quarterly plan that I put together, it just it didn’t even happen. It it’s and and I listened to all of you talk, and I wrote down a lot of notes because I was like, well, why are my goals not realistic and sustainable? Why does everything feel so overwhelming?
I think part of it is that I didn’t know what I was committing to. I wasn’t sure if the path that I’m on is even the right one. So it felt like I’m writing these goals, and I and I was still developing my vision of what I want out of all of this.
It’s kinda why I’m here. And Mhmm. But I didn’t really know, like, you know, I’m I’m I was starting to do things before I’d actually thought through things. Mhmm.
And I realized also that I do everything myself, and I don’t have enough time to execute everything. You know? I’m I’ve got a a three day a week client retainer project for the rest of the year that I am working on that does take up time.
I have this little client that I just cannot seem to just offload and get done.
I’ve got a personal I’ve got a major move happening.
So I’m like, oh my god. This is all you know, it’s all taken all of this out. But at the same time, I know, you know, it’s partly my own standard of work is too high. I do I don’t have necessarily a standardized offer system, and and that’s something we’re actually working on right now.
And and I also feel like some of it is a mindset problem. It’s my inability to focus on one thing instead of trying to do all of the things at once, which is a big panic. Right? It’s, I feel like I’m constantly on a hamster wheel and panicking about what I haven’t done versus just getting something done. Mhmm.
So if I ask myself, well, what do I wanna get done in q two?
I I think the answer is that I need to do something that revolves around systems and creating systems and not revenue goals because I’d Yep. Because I do have a revenue, you know, revenue coming in no matter what with this other client that covers what I need.
Perfect.
Yep.
So that that’s first.
You know, I think that, you know, there’s a lot of things I could be doing first. Clearly, I could be doing things like, you know, working on my visibility, my authority. I could be billing I have, like, zero email list because I usually I don’t get clients that way. Mhmm. But that’s not gonna work for what I wanna do. And so or do I focus on defining and building that standardized offer that I need to be building along with really developing this framework that I’ve been creating?
Yeah.
So yeah. Or should I be testing it on an actual real client? And I’m worried that if I test it out on a real client at this point, because it’s not really done yet, is that it will dis distract me from actually building up the system.
Mhmm. Right. Well, you touched upon, like, one thing that is, like, super relevant to everyone, and it resonates with me. Right?
That, like, capacity is always gonna be a constraint. And when I make goals, I overestimate capacity. Like, just guilty of it. Right?
For some reason, I think that my business exists outside of me as a human being with biology. Right? And, you know, doesn’t quite work that way. Right?
Like, you know, kids get sick. People get sick. Right? People get tired. Ice storms happen.
I slip on ice. Tail bones break. All these things happen.
And sometimes you just don’t wanna, and then you do wanna. Right?
So, yeah, it’s like capacity as a constraint could be a limiting factor, could be a beautiful thing. I think once you get real really honest with it, right, like, it just cuts away so many of the things that you could be doing, but it just doesn’t crack the list. Right? Like, from everything you just said, there are a few things that serve you, like, long term, right, with where you wanna go.
Right? I think, like, systems, a standardized offer is part of a system. Right? And I think if your financial needs are covered in the interim, that’s like a beautiful place to start.
Right? Like, you can create leverage from this position you’ve already earned. Right? You can leverage all the stuff you’ve already done, all the financial resource you already have and have ongoingly, and use this period to set yourself up for the next chapter of your business.
And I think that’s a great place to be, and it just begins with acknowledging capacity. Right? You just said it. Like, I have two days per week, right, to really dial this in.
Right? That’s, like, how many hours per week realistically. Right? Because I don’t know if you can hit eight hour days.
I can’t hit them, and I’m Yep.
Like No.
Not right now. I’m in that one. Yep. Now with the correct today even trying to move and all that stuff. Yeah. I’m lucky if I get four hours a day of solid work right now.
Totally. And magic can happen with four hours a day if they’re being properly applied. Right? Yeah.
So it’s like there’s so much danger in overestimating how many hours you have and then running into the reality of, like, oh, shit. I don’t have that. That’s where overwhelm comes into play. That’s where self defeat comes into play.
Right? But it’s, like, eight hours a day. How are you going to, you know, apply those to really be a pivotal turning point?
It it’s, it’s burnout. I mean, you know, I’m coming off of two years of of severe burnout with Mhmm. This client that I let go in January.
Right.
And I’ve shifted to a client that is much more appreciative, much more the work is much more strategic. It’s not just a shit ton of copy and, you know, like like, I was doing an entire launch in on in three weeks. Everything being designed, copy, and everything. And I just I was doing that for three years, and I can’t do it anymore. And Yep.
I think I’m still getting used to the idea of space Mhmm.
And what it what space does mean and and, you know, and what does it mean to be not burned out. But I think it’s also about trying to do something consistently that will restore the confidence that I have in my abilities. Because right now, I think that that client has just trashed my confidence.
Mhmm. And we were doing consistent six figure launches. It’s it’s crazy. You know? And and but we were doing, like, ten launches a year, and I can’t Mhmm. You know? I I I need to focus that energy on myself, and and that’s a really hard shift right now.
Yeah. And you’re just coming out of that. Right? You said that that stopped in January?
Yeah. Yeah. And I picked up this other client in February.
So Yeah.
Luckily, this client is just it’s it’s a totally different pace, and they wanna do things right. And it’s it’s just so different, and I’m doing different work.
Yeah.
I’m not really copywriting anything.
I’m doing, like, strategy, and I’m doing wireframes, and I’m doing, you know, helping with that kind of work. And so it isn’t the Mhmm. It’s definitely like Sherbet right now. Mhmm. All very different.
Does your system relax if you assure that it’ll never have to do that shit again and run through that? Like, does it mean when you say that?
Yeah. It’s interesting. I hadn’t really thought of it that way. But yeah. Yes. I mean, the day that I quit, I was like Yeah.
Being on air, and there was a different palatable release, I guess, that happened. Yeah.
You know?
Just yeah. It it is.
It’s it but I think my nervous system is still, like Mhmm.
It makes sense. Right? It’s been running on that for a while.
I think It’s a lot it’s a lot of PTSD from being there.
Yeah. What might be useful and, like, take it as an invitation, not as a hard recommendation. But from this place that you’re in right now, you get to set your own standards, right, for what this chapter of your business and career look like. Right? And it could be, like, three to five things that you’re available for and not available for. Right?
And just repeat them and just assure your system that, like, these standards are nonnegotiable. Right? We’re not gonna settle for this kind of dynamic where we’re on a constant creation cycle, right, without Yeah. The ability to take a breath, right, where your new standard might be working with clients who appreciate you.
Right? That’s not a standard for every copywriter. Some copywriters will just, like, do the job if that’s the job and the relations are what they are. Right?
But, like, you do set that standard for yourself. And I think coming from a place of burnout, that would probably help you a lot.
It it does. And that and that actually was the standard for working with new clients at this point. Mhmm. It’s a it’s a very different standard because I’m, you know, I took a cut in in what I’m bringing home in revenue, and that’s okay for now. Yeah. But I see it as a necessary reset in order to you know, I made this I made this expert a lot of money over the last five years.
And Mhmm.
You know, her her parting words to me were basically like, well, I wasted all this money on marketing over the last Oh, gosh.
And I was like, oh my god.
You know? And and coming from that sort of abusive feeling, it’s I just will I’ve learned a lot to never put myself in that position again.
Yeah. Yeah. I’m sorry that lesson was so harsh, but I’m happy to see that you are translating those into pretty fierce boundaries. And, hopefully, over the coming weeks and months, your system will continue to relax, and you’ll feel essentially, the new chapter that you’re leaning into from it.
But, yeah, it’s it’s crazy. Client clients will climb. Right? We said it earlier. Right? Like, I’ve had clients too in the past, right, where, you know, I’ve tried to convince them with data and beliefs can be rigid.
Right? What they want is rigid. Right? And, obviously, data and calculators and ROI improving all this is super helpful and necessary.
Like yeah. Some arguments, some battles, some dynamics just aren’t meant to sustain is what I realized. And I think that when you have confidence in your abilities and your skills and your who you are, right, it’s like there’s no such thing as, like, you know, losing a client. They’re scanning the opportunity.
Like, what you can do with cleared up bandwidth and cleared up mental space and cleared up energy, like, it’s probably far more valuable than what we settle for in suboptimal situations. So, yeah, I think that’s something to proceed with confidence on. And I could just keep yapping for two more minutes to, like, fill the space, but I wanna know if there’s any, like, closing thoughts, reflections from anyone here. And, yeah, floor is yours.
Hey, Roy. Can I just quick share mine?
Yep. Oh, of course. Sorry.
No. No. No. You’re cool. I first quarter, I just let myself off the hook with all things authority. I didn’t have to worry a ton luckily about client stuff because I was booked.
Mhmm. So and this is gonna sound insane, but second quarter, I’m not letting myself off the hook with authority. I’m figuring it out, but I think it’ll match. My number one target is I kind of have three core offers that I really need to decide what’s the standardized offer and what’s really either needs to be cut or maybe further down the line as I develop the book agency stuff. It’s at the different stages of writing, publication, and ongoing.
So, anyway, so the target is to sell at least one of each of those offers in this quarter for all sorts of other reasons. Right? It’ll I have to build my authority to get those in. I have to do cold, warm, all that kind of stuff. And then also the SOPs and all that will continue to get better as I do it. So, yeah, that’s basically it.
Yeah. And do you feel like you have, like, a clear pathway for selling all three offers?
Like, do they have similar marketing or a similar avatar?
Similar in that yes. Just different stages because, obviously, they’re different stages of the process. But, yes, I think so. Prana and I walked through, how I could do it. So I have kind of a thirty day challenge. She’s kinda a gauntlet she threw down for me. So I have, content marketing kind of cold pitching, all the things, basically.
And I’m guessing you’re already a few days into the thirty day challenge?
I am. Alright.
So when should we be following up with you?
Let’s see. Well, I it ends officially on April thirtieth, so May first. And the only thing I might need accountability on is I did get a project in closed yesterday, but it wasn’t one of the three. It was, like, a pre project to prove value to my standardized offer, and I tend to do that. I instead of holding to my guns or really figuring out the sales call or what I need to do to convince them on the standardized offer, I’ll adjust and you know? Does that make sense? And so I kinda created another freaking offer, and I it’s I don’t wanna do this, but it might convince them to invest in the standardized offer after this project.
But Is it is it profitable for you to prove yourself in that way?
Like, it’s a next question out of rhetorical one.
No. Yeah. I figured it out, and it’s it is profitable. It’s something I can quick turn around. And, I mean, I always love I don’t like turning turning away good decent money. So, for me, it gets me excited anyway.
Mhmm. And I love the person. So yeah, the I think it’ll be okay, but I could be sing singing a different tune in a few weeks. Who knows?
Alright. I think it’s a good test. Right? But, ultimately, like, you know, with three and a half offers, that could get complex pretty quick.
Yes.
And I’m sure by the end of the month, you’ll have greater clarity on what stays and what goes.
Exactly. That’s what I’m that’s all I want is just clarity.
So Very cool.
Awesome. And sorry if I’m missing you.
I was looking at, like No.
No. No.
It number squares. Thank you.
Yeah.
I appreciate the time.
Awesome. Beautiful. Well, any, closing thoughts or reflections?
Is there time for a question?
Yeah. Totally. If anyone doesn’t need to jump off, definitely feel free. But, yeah, I’m, I’m not in a rush, so go for it.
Okay. Thank you.
So totally switching gears.
I’m working on so this is the first time I’m in my client’s tech, and we set up a split test of their evergreen sequence. So we’ve got the control, and then we’ve got the new sequence.
And I realized yesterday, I might have made a mistake.
In the automation, should I have so the the old sequence, it has, like, the thousands of people who went through it before. So when I just do quick glance looking at, like, open and click rates, it’s the the thousands of people. And then, obviously, the new one is, like, the sixty people who came in yesterday.
Mhmm.
Did I mess up? Like, I because I’m thinking, like, I should have just duplicated the old sequence, like, started everything at zero.
Mhmm.
So my question is, should I just go to the client and try to make this change now, or is there a workaround I could do for April and then make that change in May to, like What’s it? Figure out the What what system are they in?
Kit.
Kit. Are you able to just kind of, like, track the monthly of the old ones so that you’re not seeing all the old data?
I haven’t figured that out easily. I I haven’t.
Maybe. I don’t think so, though, because there’s no filters to to customize, like, date range when I’m looking at the reports of a sequence.
Right. I would double check just to see if there’s any ways to filter the data to only get a snapshot of the last seven days, fourteen days. Right? Because you you definitely want to have a comparable side by side time period of both. Right?
Because, like Yeah.
Those thousands of people who’ve been through that sequence before, I’m guessing that’s been over the last year or two.
Or Yeah.
Yeah. Right? Mhmm.
So different context. Right? You know, different exposure. You definitely wanna compare, like, leads now versus leads now, right, to get a true accurate snapshot.
So, yes, if that’s not possible via, filtering, if at all possible, yes, to, like, duplicate it right and, yeah, get it clear. Yeah.
Yeah.
Okay. Is anyone more techie than I am have any, feedback on that? Yep. I think just like oh, go ahead.
I was gonna say, yeah, Caitlin, your your gut is right. You should have duplicated and then set that against your new.
Yeah. I’m not familiar with kits, so there has to be a way to filter date filter, or there should be.
Yeah. I’ll ask their support team.
Yeah. Yeah. Yeah. I there was so much other stuff. I was, like, figuring it out, and it was taking all so long.
And then I’m like, shoot. What, like, an obvious oversight? Like, how did I do that? But okay.
Cool. Thank you, everyone.
It’s easy to do. I’ve done that before.
Now you know. Lesson learned. But, yeah, you definitely don’t wanna have your funnel go up against results from a different context, right, and people who’ve experienced different things. So yeah.
Cool.
Alright. Well, hopefully, no more natural disasters.
And, yeah, I’m still here for the witchy stuff. So keep that up, spreading ashes, lighting candles, and doing all the things. But, yeah, have an amazing day to everyone, and definitely keep in touch on the chats and reach out on any follow ups from anything today or even just things you’re looking on that you feel I could help with. I’m here for it. So welcome to the new folks. Thanks for showing up and sharing so bravely and awesomely, and, talk to you guys soon. Bye for now.
Transcript
Well, we’re gonna dive, like, right in. Right in. Right in. And for those who are just joining CSP, perhaps you haven’t, done, obviously, your q one goals with us, but maybe you had them yourself and have had a bit of time to reflect on what you had set forth for yourself and where things have landed, what essentially has gone according to plan, not according to plan, better than plan, kind of, what the heck just happened.
This was never part of the plan plan. But, really, this is an opportunity to to share, and I’d really encourage everyone to take some space on this on this session. Right? We could go square by square and just hear about your reflections from q one, what your takeaways are, what you’ve assimilated and digested and taken away from it, or maybe even if you need a little bit of conversation reflection to get that from the group as well.
Cool. Has everyone taken at least some moment even if it was a passing casual moment, to reflect on their q one?
Sweet.
Cool. We’ll we’ll open it up, like, right away. Like, who feels ready to go and just share about what those reflections have uncovered. And, yeah, floor is yours.
I’ll start off since I’m a newbie, and I don’t know what to expect.
But I did have a meeting last week, and one of the things I learned was that I am on track to hit last year’s revenue goal, but that’s not my goal. My goal is to double last year’s revenue goal. So I’ve got some work to do, but it’s good to know that the business is trending in the right direction since last year was my highest revenue year. And, we did have a rocky start, meaning, a lot of work to do in January for different clients, and they were doing challenges.
And the economy was economying, so some buyers were not buying in the speed that they normally did. But we finished, March strong because we had our highest, revenue month, for the month of March for one of my clients who I’m on a base pay plus commissions sched structure. And this was our first month on that structure. Actually, January and February, we were testing it, and I did not hit the revenue goals that I wanted.
And then this month hit it out the park. So I was able to apply some of the lessons learned, and now I need to multiply those results. Mhmm.
But those are the two reflections that I have just from talking to Joanne last week.
Mhmm. Amazing. So would you say that, like, the March you just had, right, if that continues if that trend line continues, does that get you towards that doubling your revenue goal?
It can. Yes. But I need to do that with probably two more clients, to really solidify it. But at least I have an idea on what it takes.
The problem is I need two more of me, to really do that because I’m tired.
I’m, like, still in my pajamas, because I’m so exhausted.
And yesterday, I was sick, and I still had to do work. So I need to figure out something else because I can’t do March over and over again and then expect to be healthy. It’s just not gonna be it’s not gonna happen.
Yeah. Do you mind, like, just since it’s your first call, just giving us, like, a little bit of an overview? Like, what’s your agenda?
Alright. So I’m Aquania Esquarnet, the one bold enough to show up on a meeting with my mom.
And and I am the creator and founder of the Purpose of Money, a platform that teaches, women how to build wealth one dollar at a time through life insurance, real estate, and investing.
However, my email marketing business is actually my secret six figure business. I started in twenty twenty, and I did it because a client who I interviewed for online magazine and I wrote blogs for asked me to write emails to launch his digital book, which became a digital course, which became his million dollar business.
And then he referred me to all his friends. So I’ve built a email marketing business with no website, no public really announcement that I do this, but referral only, which means I’m also limited to the income that people refer to me. Right?
So last year, I made a decision to do a eighty twenty. So twenty percent of my revenue, I would like to continue to come from financial coaching and life insurance and real estate investing. And I want the other eighty percent to come from email marketing because when I looked at my numbers last year, I saw that most of my revenue was from email marketing.
With that said, I don’t really have I’m I my brands as the email strategist is ghostwriter for IG influencers, mostly people of color who talk about taxes, financial literacy, taxes and financial literacy for the most part, and a couple of coaching clients. They have digital products and digital coaching programs.
And, I do storytelling based email marketing.
So the reason I joined this program specifically is because I’m not really a sell, sell, sell, email person. I like to tell a story, hook you to the story, introduce the product.
But I do have a desire to become a stronger sales copy person. And so another one of my goals is to improve my sales copy so I can get to the sale conversion faster and then, scale my business so that I don’t have to do all the writing.
Mhmm.
Amazing. Got it.
And reflecting back on, like, what went really well in March. Right? Obviously, that revenue share, that base plus percentage.
What was the thing you delivered, right, and kind of the strategy behind it?
Yeah. So the thing that I delivered well was automations.
Not just setting them up, but creating emails in advance. I am a a habitual procrastinator.
So I like to do things in real time. I get ideas on emails in real time. So sometimes it does behoove me to write them in real time because something on the news might inspire a trend that does really well. But there are some of my clients who their lives planned out way more than mine, and they could just have everything set up and go. So my life was a little easier for the set up and go automated emails, but I still have room to pivot if the automated emails weren’t working.
That happened this past weekend. We had a challenge for a client. It started on Monday, and I was eight tickets away from my goal to pass the last challenge. And the fancy HubSpot automation was not converting.
So I I knew it wasn’t the or I suspected it wasn’t the copy. I suspected it was HubSpot and the fact that it’s a new URL domain.
So I took those emails out of HubSpot, put them in our old platform MailerLite, excluded the people who already opened the email, and I made, like, fourteen sales in a day. So I realized, you know, in real time, sometimes it’s not the copy, sometimes it’s the tech, and I have to be available to pivot. But that’s what I also did well in March is I pivoted. I I set it up, but then I watched it, and I monitored, and I changed.
Mhmm.
So yeah. So that went well. What didn’t go well is some of my clients, also pivoted their strategies, and I’m kinda grateful I didn’t do all the emails because then I would have just been doing double the work. Mhmm.
I think what didn’t go well is the VA that I have that I have draft some things that I’m comfortable with her writing.
The copy was not spot on, so I ended up having to rewrite all of it. And it was surprising because she’s been with me over a year, and her quality of work used to be better.
Mhmm.
So I’m I am contemplating, finding a replacement, or at least someone who’s a dedicated writer and not just an admin support role.
Mhmm.
And so those are the biggest things that I can mention.
Very cool. So it sounds like heading into q two, the two things that you are desiring the most, right, is, like, leverage since you can’t replicate it yourself month after month. Right? Mhmm.
And that leverage, right, can come through people. It can come through systems. Right? I’m not sure if AI is applicable in your case or if you found a way to integrate it yet.
Yeah. Mhmm.
Yeah. I do use chat GPT. I pay for it. I train it, and it has helped produce faster. There’s some stuff I still say is crap and I throw it out, but, I started as a base and then I make it better.
Mhmm.
That’s the extent that I use AI. Now if there are other ways to use AI, please tell me. Because I do wanna remain relevant, and I don’t like when people read stuff and they know it’s AI. So, like, what’s that balance? How do you still look like a human writing for a human?
Mhmm. Certainly. Yeah. There’s ways to dial in the output for sure. And, obviously, that’s worth practicing and refining, right, because of what it saves you in terms of, you know, your own personal time as well as potentially hiring and then chiefing and reviewing.
Correct? Mhmm. So there’s that aspect, and then there’s the whole systems aspect, right, and all the other things you could do to create leverage. And I’m not sure if you’ve connected with Shane yet.
He’s our, coach inside CSP who is, like, the master of all things AI. Right? So I definitely encourage you to show up to his sessions and, like, just tell him how it is. Right?
Like, this is what’s going on. Right? How do I create a system for this? Or where’s what’s something I’m not yet seeing because I don’t know what I don’t know in terms of AI capabilities?
But in terms of creating leverage, it sounds like that might be one of the quicker opportunities. And then the other one, which you’ll likely encounter over and over again in CSP, is essentially refining what your signature offer is. Right? Like, really getting it down to something that’s replicable from client to client to client so that there’s less customization, less reinventing the wheel in terms of how you get clients to how your sales process is to how you deliver it. Right? If all three of these things can be fairly standardized with, like, eighty eighty percent standardization between them all, that’s gonna save you a lot of time, and you could get more efficient in all those processes. Does that make sense?
Yes. And I never thought about that.
Sweet. Cool. Well, there’s gonna be a lot to think about, and I don’t wanna overwhelm you on the first call. I’m just grateful to have you here and have you set the standard that’s showing up for PJs. It’s totally cool, and I might follow that I might follow that lead next time.
But I will get dressed. I have a webinar later, so I will get dressed. But today, I just wanna focus on the work and not the look.
Awesome. Cool. Well, thanks so much for, leading us up. Appreciate you. Cool. Who wants to step in next?
I get Caitlin, do you want to or me?
You go ahead. You spoke first. I’ll go I’ll go after.
Okay. So I just did some reflection on my q one, and I had big goals for q one, that I don’t think were realistic or sustainable.
So looking back at that, I was like, okay. Because, you know, there’s a lot of things I wanna do. Get start writing my book.
I was I had a big goals for prospecting, which I did some of it, but then I ended up selling one of my standardized offers, which was really cool.
Mhmm.
And so I got busy with that. And then I was like, oh, no. Since I have to do this, like, I’m I’m starting to see the cracks and everything, and I’m like, okay. I need to optimize some things.
Right? So I’m working with Shane, and we are gonna create some systems and optimize the offer, which is a little bit nerve wracking because, you know, Joanna was like, it needs to be able to be done in, like, five to six days, and that’s not gonna happen with what we’re creating. But Mhmm. It’s okay.
But yeah. So I did at least hit my goal for closing at least one, standardized offer. And, yeah, I don’t really have a lot to say.
Amazing. And the offer the standardized offer that you did close, is that one completed yet? Like, fully delivered?
Yes. They are setting everything up right now to test it, and I can’t wait. So that’ll be awesome.
Yeah. Very cool.
And then the one you’re kind of, like, refining right now, is that essentially It’s like the it’s a yeah.
It’s just adding on to this because right now, I’m writing advertorials and sales pages. But then we’re gonna add in the ads, the checkout page, like a nurture sequence, and then figure out, like, what metric I can map to each one of those so that we can prove that we’re increasing revenue with everything that I do.
Very cool. And, like, I know I know delivering it in five days sounds like a stretch, but, like, based on what you’ve analyzed so far, like, what is the conservative goal of, like, delivery?
Well, it depends on what I all take on. So for this project, since I really wanted a case study, and, hopefully, that’s what we get out of this, I stretched myself more than I should have, and I was like, I’ll do the design too because I have a background in design. So I did the design, and that ended up taking really, really long.
So if I were to, like, take that off the plate and have the systems built, I think that it could probably be done within, I would say, two weeks. I’m being, you know, maybe Yeah. Conservative there. But, yeah, two weeks.
But, yeah, we’ll see how it goes. Mhmm.
Amazing. Cool. And right now, you have, like, everything you need for building the systems and testing, you know, different kind of, I’m not sure if you’ve integrated AI into it. I’m sure you are if Shane’s involved.
But We haven’t got that far yet.
We’re just, like Mhmm. Kinda just seeing what we got, and then we’re gonna start building the system. So the dust hasn’t quite settled yet, but it’s going to.
Amazing. Cool. Well, keep us posted on that. And I guess, like, what is, like, the one thing in q two that would define it as a success? Like, a fully back on track like that.
I guess just having knowing that the system is ready to go and that, you know, it’s I can I can launch it because I I’m also doing my SQL? Right? Because I realized during the audit that I didn’t really have one. So I’m doing two things for q q two. So, the way that I’ll know that I’m successful for q two is to have those two systems built, the SQL funnel, and optimizing my offer and the positioning of it and then just mapping everything out for the next client.
Sweet.
So those are two big rocks, in terms of, like QL, is your sales qualified lead funnel.
Somebody asked in the chat. I just saw it pop up. But yeah. So Yep. Yeah.
Yeah. I mean, I think if you know those two things, right, that could really set you up for an epic q three and q four.
But Exactly.
Did you feel like you need and want to attach a revenue goal to this quarter, or is it really about playing more the mid curve in?
Right now, it’s just the system that I want built.
Then after I see how that’s functioning, then I can Yep. More accurately attach that goal to it. Awesome. Yeah.
Very cool. Is there, like, one thing you’d want any of us to hold you accountable to this quarter, like, on any kind of check-in or just make sure you’re on track?
Just that I get those two things done, I guess. I mean, that’s yeah. That’s my goal.
Awesome. Yep. Thanks, Cody.
And we got Katie who is enduring the ice storm in solidarity with me. I just saw your email that went out, and I’m like, it’s not just me. Someone else is enduring it.
I know. Right?
Yeah. We’ve had legit ice storms here in Quebec. And, because it’s April, right, and q two, and you don’t expect ice storms in q two, I totally ran out of, like, driveway salt to, like, de ice things, and I have, like, a big, long, slopey thing because I’m in the mountains.
But one thing I learned today is that if you don’t have salt, you can use fireplace ash, and you feel extra witchy when you use fireplace ash. So yeah. Exactly. Right? I feel witchy today. That’s my mood.
And it worked. So there we go.
Oh, gosh. You had tornadoes, Cody.
Yeah. I live in Kansas. So, it’s like in in April, we get tornadoes, and, they’re all over the place. There was, like, three or four of them in the state within, like, two hours of time.
And my daughter is terrified of tornadoes because we actually had one a couple years ago in our city, and we could see it from our porch. And I took pictures of it in video, and that was huge. You know? And ever since then, she’s been really scared of it. So now, like, it’s a big you know?
Yeah. Yeah. I mean, I don’t blame her. Like, tornadoes are freaking scary.
Right? They are. Yeah. Yeah.
Cool. Well, I mean, hopefully, these ice storms and tornadoes and all forms of natural disasters chill out in q two. That’d be nice.
Cool.
Who’s up next?
I’ll go. Yeah.
Yeah. Hello.
And welcome, Aquania and Myrna.
I think those are our two new ones. Nice to see you.
So, q one.
So I have, like, a a course side of my business, and, you know, then I’ve got the clients. And so with my workload, I just wanted to get consistent on Instagram.
Mhmm. And I did that. And that is, like, all I needed to to do in q one. So it’s like that layer is in there.
We did also do stuff, like, built out, like, a robust testimonial, like, video testimonial, collecting system.
I used the one inside copy school.
So that felt good and just like other SOPs, SOPs and stuff are always happening over there.
So did that.
Over on the client side of things, I’m actually excited because it really was the bare minimum that I had to do. Like so the CRO stuff, like, the standardized offer and then the news retainer.
I did I wanted both of my copywriting clients, my main ones, to transition over into that, but one did. So Mhmm.
That was kind of all I wanted there.
I did want to do more market research for my standardized offer, and so I kinda need I did a little bit, but this coming quarter, I wanna do more.
So yeah. So, I mean, that that was q one. It was just getting through the workload and getting consistent on Instagram and the bare minimum for setting the foundation of starting to layer in the standardized offer.
And now I’m so happy because quarter two, one of my retainer clients, we parted ways. And that is, like, the best thing that I think could happen because now I’m like, I have space now I to build up the standardized offer, and that’s, like, my conversion rate optimization offer. Yeah. And that is what I want to sell from here on out.
So, yeah, my first q two goal is just to get my SQL up. Like, I was purposely not even working on that because it just wasn’t a focus. I just needed this, like, course stuff. So get my SQL stuff just in nine grid or something on Instagram, just some initial information.
I don’t have the bandwidth yet to create content, for that side of my business. I have a separate Instagram account for my CRO stuff. So just nine grid SQL because I have some networking stuff coming up this month.
And I’m launching my course, doing a live launch. So I wanna just keep it at that. And then if I could maybe have, like, one more baby step with my CRO stuff, like like, maybe towards the end of the quarter, find the bandwidth to also properly be, like, building an audience around that.
Okay.
And I did yeah. Yeah. That’s that’s it. I I did buy, like, a a course the other day from Latisse Hudson of, like, just setting up Facebook and Instagram ads.
So maybe if I do, like, just a really even if it’s just audience building Yep.
I like her promise of, like, just three or five dollar in ad spend a day. Mhmm.
So I think maybe playing with that, doing the beginnings of that for the course side of things for next quarter.
Yeah. That’s a superpower if you can acquire that skill. It takes so much pressure off. But I love that. I love how you’ve, obviously, like, let go of one of those retainer clients and feel amazing about it.
I definitely resonate with the relief when you let go of something that was taking up a bunch of bandwidth that isn’t the thing. Right? Isn’t the thing now. Is it isn’t the thing later, and it just liberates that energy.
So, yeah, I love that.
In full transparency, they let go me.
No.
We’re we’re we’re gonna phrase it the other way around.
Yeah. But they were, like, they were very easy to work with for, like, over a year, but they did there’s lots of stuff, like, a couple little, like, red flag things. Like, we would sell out their launch every time we live launched. Like, I made her so much money.
We just had another not I made her. I was a part in making that. But they were the type where, you know, we’d make, like, one twenty five, one fifty sales in a launch, and then they’d be like, alright. They they would just wanna randomly double it for the next launch instead of Yep.
Instead of mapping the math. And I would try to so I I they were always disappointed. And I’m like, you had a multi six figure launch, like, again, and we had to, like, stop sending the sales emails again because you sold out of your seats. So it’s all good.
So the client that I do still have, she is, like, my dream client. I am, like, fully in control of their marketing in all their back end. They trust me with everything. But yeah.
So Cool.
Yeah. Clients are gonna client. That’s, like, the one thing that has been true for the last ten years that I’ve been doing this at least.
I have I have, like, a similar case, like, a client that, like, the last launch I did for them, like, just absolutely crushed. It was one of their most successful. And, like, now it just delivered everything for the next one, and it’s, like, sabotage city. Right? It’s like, where did this come from? And it’s like, I took in a client. So Mhmm.
Yeah. Yeah.
But that’s awesome. I think, like, if I could just, like, add one thing. Like, I’ve been having so much fun just, like, testing and playing around with Instagram ads. Like, the cost per lead on that and, like, high quality leads from boosted carousels to webinars has been crazy good.
So if you can have if you can have carousels that feel like organic content Yeah.
But yet slide into, obviously, the thing thing.
Yeah. The cost per lead on that has been amazing on US based audiences.
All you’re doing is just boosting here and there, or do you also have So I’m boosting every carousel, essentially.
I haven’t been testing with boosting reels, like, one piece one style at a time.
But carousels, especially if you can master the art of the first slide having a really compelling hook while also still being hyper relevant to your audience. Right? You don’t wanna make the mistake of, like, a crazy good hook that’s going to resonate with too many people that just ain’t it. Yeah.
But if you can master that balance, yeah, I’d be so curious to see what your cost per lead is. Right? I think the the one challenge I’m seeing, right, is, like, obviously, people going from Instagram straight into, you know, another ecosystem, like, where they’re not in a buying state. They’re in, like, a dopamine scrolling state.
But if you can capture the email on that next thing, do. Right? You can also test that with, ManyChat instead. But, yeah, different ways to go about it, but definitely seeing positive indicators on the Instagram side.
And Awesome.
It so beats, like, posting four times a day to try to grow organically. So yes.
Yeah. Okay. Cool. Thanks for that. And I’m glad those are working out for you. That’s I’m happy for you. That is awesome.
Cool. So, like, what’s one thing that would really make q two, like, an epic, this worked quarter for you?
Having the SQL funnel done and starting to create content, on that side of things, just the beginning of things, Having a sec somehow without having that set up, still, like, getting a client. I I am there’s a couple cool things happening this month in person.
Mhmm.
So if I could turn a relationship there into a CRO client, that would be an epic win. And then if my launch did decently, just somewhat decently, that would be an epic win.
And yeah.
Awesome. Cool. Well, we will be following up on all of the above.
Okay. Cool.
Awesome. Thanks, Caitlin.
Thanks, Ray. About to ask questions.
Go for it. Kayla, are you up for a receiving question?
So your client who because I have this issue with one of mine, but we normally combat it with data. Right? Like, hey. Last time you did this, and so based on the leads, the conversion rate, like, the most you’re going to make is this. And then the the low goal is this, which you proved they made. Right? So are they basing their their feelings on data, or do you think they just wanted to work with someone else?
I think so. The for the first thing, like, they do claim to be doing a lot of stuff, like, in terms of data.
Mhmm.
But, they, like, kinda keep me at an arm’s length. Like, I’m so and I kinda haven’t pushed it. But with, like, their goals, I would kinda question it and be like, hey. You’re, like, you’re you’re doubling your sales goal without doubling your email list or, like, close to doubling your email list. Like, that is certainly a stretch, but they would be like, we’re confident we know, like, based on how their Facebook ads are doing, based on how x y and z. They’re like, we we’re confident we know that we can get there. And it would be like a mystery of, like, how they could get there.
But, you know, with your second question, yeah, I think there also is, like, a level of they said they wanna bring it in house. They want to be able to pivot quickly.
They said that, like, they didn’t always have and their one valid thing is I’m terrible with deadlines. Like, I will be the first one to tell people that I struggle.
And and it’s just because my workload is too big that I couldn’t let anyone go because financially, I’m like, no.
So I know that that hindered me. Like, so if anything for me to, like, review and look back on, I’m like, I know that. But I would, like, unabashedly just be like, I’m late. You’re getting it when you’re getting it. So that did kinda knit me and kick me in the butt this time. But, yeah, I I for, like, I I don’t know. Like, I don’t know if it is a performance thing or if they just wanna in house, they just wanna take over, they just think that they can do better.
I don’t know.
That’s really good, and it’s actually really helpful for me. So some I have one client who also is taking their email marketing in house, but to save money. And I couldn’t take the in house job because it was too much of a cut for me. And then the other thing that you said that, so I can definitely relate to that, and that is happening with some people.
But, yeah, I do try to focus on data, and I try to keep my own stats as much as possible.
But I understand what you’re saying, and I think you’ll be happier.
So Yeah.
Yeah. Thank you. Yeah.
Awesome. Who wants to jump in?
I’m happy to go.
Yeah. You’re up, Katie.
Okay. So I opened my goal setting doc and then got kind of overwhelmed with frustration, so I didn’t read the whole thing.
I think maybe, Cody, this is similar to what you said, but, like, my my key one goals were very ambitious and perhaps, you know, written from that belief that, like, I will become a new person in the new year who has different habits and and, like, a different relationship with time management.
So the goal that was accomplished was that I closed my first ever client for my signature offer.
So that’s great. That’s a huge win, especially since I have been marketing it since, like, September.
And this was the first one I feel I’m like, life habit of mine is that I always go to the biggest, most complex thing and then just keep going with that versus starting with an easy sell and then working up to the big complex thing. Mhmm.
But this is the second time I have proven that if you wait long enough, it will eventually work. So it’s not the fastest way, but it did work.
But that has obviously unlocked all these other challenges of per my goals.
Like, what I what I did read was twenty twenty five will be a success if at the end of the year, I employ five people and I’m generating four hundred k in revenue.
And that was based on I would really like to be hiring copywriters because I like strategy and marketing and sales, and I don’t really like delivery.
Like Mhmm. I just all of my really, like, excitement about the project kind of goes up in smoke, like, once the project’s closed.
Mhmm.
So in this ideal world, I’m hiring a copywriter.
Also, I’m you know, we’ve got the optimization retainer on the back end. So I’m I’ve got this one project sold, then we’re going into the optimization retainer.
I would like to hire and train and keep selling.
And yet, in the real world, never delivered this offer before. So, like, zero SOPs exist. I’m very much making like, not that I’m making up as I go along because I have been refining the framework, but I’m applying the framework for the first time.
I’m kind of figuring out, like, do these hypotheses actually Mhmm.
Work. Right.
So that I’m like, the the this this will go live mid May.
Retainer kicks in June first.
And you know what? I’m still marketing, but I also like, do I even have the bandwidth to sell another one right now?
Like, I could book a call. I mean, I’ve I’ve said that I only wanna sell one signature offer a month, so, like, they would be starting in May.
But I still don’t even know that I have the capacity on my own to be, like, you know, on calls with people, like, doing the doing the sales qualifying stuff.
So I don’t know if it’s that I need a reality check or that I need, like, some systems in place to help with that. But, yeah, I’m, like, celebrating the win while also kind of looking forward for this quarter being like, what is a realistic expectation, and how can I get that get the realistic expectation as close to my ideal as possible?
For sure. What’s the price point on your offer again?
Twenty k.
Right.
So if you did close one tomorrow at twenty k, would you be able to figure it out, like, between maybe getting like, a second one?
Yep. If you sold a second one tomorrow, like, would that excite you, and would you be able to, like, get the help you need to deliver it, or it would put you into panic mode?
It would probably put me in panic mode, but I tend to do well ish in panic mode. Like yeah. I feel like yeah. Go ahead.
So so you’ve created like, you’ve already done the work for the one you sold. Right?
Like, it’s being deployed in May No.
It’s so I did they bought the audit. I broke off the the research phase as an audit. They bought that. So that has been delivered. And now, just on Tuesday, we had the kickoff call for, like, the copy like, the actual execution and implementation. So the writing and the implementation is happening over the next four to six weeks.
Got it. Cool. So that’s gonna be your opportunity, right, to systematize it even, like, minimum viable SOPs for it. Right? Like, don’t get, like, the perfectionist mindset here and feel they need to be, like, beautifully and perfectly documented.
Okay.
But but just gauntlet thrown.
Okay.
Like I’ve seen this a lot.
But, like, simply, like totally. Like, document your process of delivery, right, from, like, what am I thinking about? What am I doing? What am I delivering? Right? And you could definitely use AI systems to turn that into a checklist. Right?
And then, right, once you’ve done that, you’ll either have some SOPs, right, to ideally maybe partner with somebody, right, who is already fairly competent. It’s probably not gonna be refined enough to take somebody who’s never in copy before, right, and have them deliver, like, up to your standard.
Or perhaps you’ll have the confidence of, like, next time I do this, perhaps I could do it in half the time, right, where your dollar per hour literally doubles. Right? And I think that’s an ideal place to get to first.
One thing I’ve noticed with standardized offers is, like, you know, the efficiency scale. Right? Like, from project to project to project. Right?
I get better. I get faster. I get more confident, and my systems get tighter. Right?
So, ideally, right, you can get to a place of confidence following this one where almost you’re like, I want to do the next one. And just like, I love the goal of seeing how much I can make per hour. Right? Like, I’m like, you know, make the sale for ten grand, fifteen grand, and, like, how many hours can I do this and then still deliver up to my standard? Right?
And I would challenge you to do that. Right? Like, calculate how many hours it takes, create the SOPs, and then, like, get excited about slashing the time to deliver the same quality in half. Right?
And see if we can I like that?
My ADHD likes the gamification of that. It’s like, normally, I hate time tracking, but I’m like, I like the idea of challenging myself to be better.
Yeah. It’s so much fun. Like, I mean, at least I geek out on it. Because this wasn’t a game that I was able to, like, play with myself, like, two years ago.
Right? Like, without AI, without a standardized offer, this game doesn’t exist. Mhmm. But with those two yeah.
Like, it is within the realm of possibility to cut delivery time in half the second time you do something, which I think is really fascinating and really cool to lean into.
So, yeah, I’d, I’d encourage you to bring some joy in that gamification if that’s how your brain kind of aligns with it.
And once you’ve done that, I’d say, like, once you’ve delivered the second one or the third one at a level of efficiency that, like, you know, gives you confidence to sell more of these things, that’s when maybe you can consider, like, getting some help. And maybe at that point, like, you’re so freaking efficient with this thing that you just feel amazing making twenty grand in five days because that’s what you could do. Right? And I don’t think anyone would really complain about making twenty grand in five days of work. So, yeah, see where that lands. But in the meantime, if, like, your funnel is, like, obviously working and up to speed, like, I’m guessing that’s where this client came from, like, from your workshop funnel?
Or no.
This came from a a direct pitch.
Okay. Very cool. Yeah. Yeah. Nice. Is that something that you’re gonna be replicating, like, in your marketing process?
Or Yes.
But, yeah, I have kind of gone into this. I’m, like, potentially success sabotaging mode of being like, okay. Now pull back all pull back all marketing in case somebody else reaches out and you can’t handle it. But, yeah, I do think that pitching works really well just because the offer is contingent on their existing offer suite and ecosystem.
It helps for me to hand select.
Right. Very cool. I love it. Get out of self sabotage mode. I think it’s the ice storm that’s messing with your brain.
Right? No one want like, I definitely didn’t wanna do work today. Like, I saw that and, like, I’m gonna self sabotage every opportunity I ever have because I just wanna stay in bed. But no.
You got this.
I think it’s I did work in the dark with a candle burning, and it was really cozy, so I thought I want the witchy vibe.
Because you lost power or you wanted the witchy vibe?
I just wanted the witchy vibes.
Right? Nothing wrong with that. Cool.
I think. Right.
Yeah. Congrats on that sale. I think it validates it. Your marketing works. Your sales works. And now, obviously, you’re refining delivery, and that’s gonna give you confidence through q two. So, yeah, keep us posted.
Thanks, Katie.
Alright.
Anyone else wanting to share their q one, their q two, their own version of their own witchy vibes?
Or I guess I’ll go.
Alright. You’re right.
Let’s just say that, my q one went to shit in a very quickly.
Went to shit in February. I got really, really sick. So February was lost, half of March.
So now I’m basically starting over.
But, really, it’s q two is about being consistent with the newsletter, actually creating a newsletter, and then getting my SQL funnel built up.
So really getting that authority and then the funnel going.
Cool. Which one has, like, priority for you?
Like, obviously, we’re gonna get Priority for me priority for me is gonna be the newsletter, really building that authority Mhmm.
For my standardized offer.
Yep. Sweet. What do you see as, like, the connection between the newsletter and selling your standardized offer?
Really, the newsletter is gonna be around, my standardized offer is, lead gen and sales funnels.
Mhmm.
So, it’s really kind of everything to do with funnels, emails, ads, CRO, just kind of building my authority that way.
I do have a project I’m working on right now. So, hopefully, I’ll have well, according I I did see Cody. I did see Shane’s deal the last month. Mhmm. Oh, you lucky duck you.
Yeah.
Nobody’s sure what they mean. And then all of a sudden, it’s like, oh, hey.
Let me help with that.
That’s like, yay.
But I liked his idea of you don’t need the the case studies is, like, you need to show the metrics and the ROI of what you can offer the company.
And since I don’t have any case studies right now, it’s like, oh, I like that idea. That, I could sell.
Yeah. I I thought that was very eye opening too.
Yeah.
So it’s like, okay. I don’t need to worry about a case study. I just need to get these get the newsletter consistent, get the funnel built, and then, really, when I get somebody in, you know, pitch them with the ROI calculator and show them what I can make them.
Yeah.
So that’s kind of where I’m going for q two.
Oh, so by the end of q two, we have a newsletter that is up and running. Is it a weekly newsletter?
Or biweekly.
Biweekly. So twice per week or once every two weeks?
Once every two weeks.
Is there a standard of what biweekly means, or am I right task which one it is? Because I’ve been confused my entire life.
Biweekly is you usually once every two weeks.
Okay. So what would be twice per week?
Or wait. No. Biweekly. Not weekly. Monthly. God.
Bi monthly.
Not enough coffee this morning. Sorry.
Not enough.
Alright. We gotta reload. It’s both. Right? You could anyway.
It’s both. Yeah. No. Biweekly is bullshit. Yeah. That would be way too much. Yeah.
Yeah.
I remember, like Oh, bimonthly.
So once every two weeks. So two newsletters a month.
Very cool.
So never promise a month.
Let’s just leave it.
There you go. Never promise your clients biweekly calls because they’re definitely gonna expect one and you’re gonna deliver the other.
So Yeah. So Cool.
Sweet. So we look forward to seeing newsletter established biweekly and your SQL funnel. Correct?
Yep. Yep.
Sweet. Awesome. Cool. Alright. Who has not shared yet? I’ll go. Perfect. You’re not.
Do, and separately, since I since I’m just starting all this, I had already made, kind of a a year’s plan, and I realized that that’s probably the problem.
I shouldn’t be doing a yearly plan. I should really just be doing right now now a quarterly plan. So, the quarterly plan that I put together, it just it didn’t even happen. It it’s and and I listened to all of you talk, and I wrote down a lot of notes because I was like, well, why are my goals not realistic and sustainable? Why does everything feel so overwhelming?
I think part of it is that I didn’t know what I was committing to. I wasn’t sure if the path that I’m on is even the right one. So it felt like I’m writing these goals, and I and I was still developing my vision of what I want out of all of this.
It’s kinda why I’m here. And Mhmm. But I didn’t really know, like, you know, I’m I’m I was starting to do things before I’d actually thought through things. Mhmm.
And I realized also that I do everything myself, and I don’t have enough time to execute everything. You know? I’m I’ve got a a three day a week client retainer project for the rest of the year that I am working on that does take up time.
I have this little client that I just cannot seem to just offload and get done.
I’ve got a personal I’ve got a major move happening.
So I’m like, oh my god. This is all you know, it’s all taken all of this out. But at the same time, I know, you know, it’s partly my own standard of work is too high. I do I don’t have necessarily a standardized offer system, and and that’s something we’re actually working on right now.
And and I also feel like some of it is a mindset problem. It’s my inability to focus on one thing instead of trying to do all of the things at once, which is a big panic. Right? It’s, I feel like I’m constantly on a hamster wheel and panicking about what I haven’t done versus just getting something done. Mhmm.
So if I ask myself, well, what do I wanna get done in q two?
I I think the answer is that I need to do something that revolves around systems and creating systems and not revenue goals because I’d Yep. Because I do have a revenue, you know, revenue coming in no matter what with this other client that covers what I need.
Perfect.
Yep.
So that that’s first.
You know, I think that, you know, there’s a lot of things I could be doing first. Clearly, I could be doing things like, you know, working on my visibility, my authority. I could be billing I have, like, zero email list because I usually I don’t get clients that way. Mhmm. But that’s not gonna work for what I wanna do. And so or do I focus on defining and building that standardized offer that I need to be building along with really developing this framework that I’ve been creating?
Yeah.
So yeah. Or should I be testing it on an actual real client? And I’m worried that if I test it out on a real client at this point, because it’s not really done yet, is that it will dis distract me from actually building up the system.
Mhmm. Right. Well, you touched upon, like, one thing that is, like, super relevant to everyone, and it resonates with me. Right?
That, like, capacity is always gonna be a constraint. And when I make goals, I overestimate capacity. Like, just guilty of it. Right?
For some reason, I think that my business exists outside of me as a human being with biology. Right? And, you know, doesn’t quite work that way. Right?
Like, you know, kids get sick. People get sick. Right? People get tired. Ice storms happen.
I slip on ice. Tail bones break. All these things happen.
And sometimes you just don’t wanna, and then you do wanna. Right?
So, yeah, it’s like capacity as a constraint could be a limiting factor, could be a beautiful thing. I think once you get real really honest with it, right, like, it just cuts away so many of the things that you could be doing, but it just doesn’t crack the list. Right? Like, from everything you just said, there are a few things that serve you, like, long term, right, with where you wanna go.
Right? I think, like, systems, a standardized offer is part of a system. Right? And I think if your financial needs are covered in the interim, that’s like a beautiful place to start.
Right? Like, you can create leverage from this position you’ve already earned. Right? You can leverage all the stuff you’ve already done, all the financial resource you already have and have ongoingly, and use this period to set yourself up for the next chapter of your business.
And I think that’s a great place to be, and it just begins with acknowledging capacity. Right? You just said it. Like, I have two days per week, right, to really dial this in.
Right? That’s, like, how many hours per week realistically. Right? Because I don’t know if you can hit eight hour days.
I can’t hit them, and I’m Yep.
Like No.
Not right now. I’m in that one. Yep. Now with the correct today even trying to move and all that stuff. Yeah. I’m lucky if I get four hours a day of solid work right now.
Totally. And magic can happen with four hours a day if they’re being properly applied. Right? Yeah.
So it’s like there’s so much danger in overestimating how many hours you have and then running into the reality of, like, oh, shit. I don’t have that. That’s where overwhelm comes into play. That’s where self defeat comes into play.
Right? But it’s, like, eight hours a day. How are you going to, you know, apply those to really be a pivotal turning point?
It it’s, it’s burnout. I mean, you know, I’m coming off of two years of of severe burnout with Mhmm. This client that I let go in January.
Right.
And I’ve shifted to a client that is much more appreciative, much more the work is much more strategic. It’s not just a shit ton of copy and, you know, like like, I was doing an entire launch in on in three weeks. Everything being designed, copy, and everything. And I just I was doing that for three years, and I can’t do it anymore. And Yep.
I think I’m still getting used to the idea of space Mhmm.
And what it what space does mean and and, you know, and what does it mean to be not burned out. But I think it’s also about trying to do something consistently that will restore the confidence that I have in my abilities. Because right now, I think that that client has just trashed my confidence.
Mhmm. And we were doing consistent six figure launches. It’s it’s crazy. You know? And and but we were doing, like, ten launches a year, and I can’t Mhmm. You know? I I I need to focus that energy on myself, and and that’s a really hard shift right now.
Yeah. And you’re just coming out of that. Right? You said that that stopped in January?
Yeah. Yeah. And I picked up this other client in February.
So Yeah.
Luckily, this client is just it’s it’s a totally different pace, and they wanna do things right. And it’s it’s just so different, and I’m doing different work.
Yeah.
I’m not really copywriting anything.
I’m doing, like, strategy, and I’m doing wireframes, and I’m doing, you know, helping with that kind of work. And so it isn’t the Mhmm. It’s definitely like Sherbet right now. Mhmm. All very different.
Does your system relax if you assure that it’ll never have to do that shit again and run through that? Like, does it mean when you say that?
Yeah. It’s interesting. I hadn’t really thought of it that way. But yeah. Yes. I mean, the day that I quit, I was like Yeah.
Being on air, and there was a different palatable release, I guess, that happened. Yeah.
You know?
Just yeah. It it is.
It’s it but I think my nervous system is still, like Mhmm.
It makes sense. Right? It’s been running on that for a while.
I think It’s a lot it’s a lot of PTSD from being there.
Yeah. What might be useful and, like, take it as an invitation, not as a hard recommendation. But from this place that you’re in right now, you get to set your own standards, right, for what this chapter of your business and career look like. Right? And it could be, like, three to five things that you’re available for and not available for. Right?
And just repeat them and just assure your system that, like, these standards are nonnegotiable. Right? We’re not gonna settle for this kind of dynamic where we’re on a constant creation cycle, right, without Yeah. The ability to take a breath, right, where your new standard might be working with clients who appreciate you.
Right? That’s not a standard for every copywriter. Some copywriters will just, like, do the job if that’s the job and the relations are what they are. Right?
But, like, you do set that standard for yourself. And I think coming from a place of burnout, that would probably help you a lot.
It it does. And that and that actually was the standard for working with new clients at this point. Mhmm. It’s a it’s a very different standard because I’m, you know, I took a cut in in what I’m bringing home in revenue, and that’s okay for now. Yeah. But I see it as a necessary reset in order to you know, I made this I made this expert a lot of money over the last five years.
And Mhmm.
You know, her her parting words to me were basically like, well, I wasted all this money on marketing over the last Oh, gosh.
And I was like, oh my god.
You know? And and coming from that sort of abusive feeling, it’s I just will I’ve learned a lot to never put myself in that position again.
Yeah. Yeah. I’m sorry that lesson was so harsh, but I’m happy to see that you are translating those into pretty fierce boundaries. And, hopefully, over the coming weeks and months, your system will continue to relax, and you’ll feel essentially, the new chapter that you’re leaning into from it.
But, yeah, it’s it’s crazy. Client clients will climb. Right? We said it earlier. Right? Like, I’ve had clients too in the past, right, where, you know, I’ve tried to convince them with data and beliefs can be rigid.
Right? What they want is rigid. Right? And, obviously, data and calculators and ROI improving all this is super helpful and necessary.
Like yeah. Some arguments, some battles, some dynamics just aren’t meant to sustain is what I realized. And I think that when you have confidence in your abilities and your skills and your who you are, right, it’s like there’s no such thing as, like, you know, losing a client. They’re scanning the opportunity.
Like, what you can do with cleared up bandwidth and cleared up mental space and cleared up energy, like, it’s probably far more valuable than what we settle for in suboptimal situations. So, yeah, I think that’s something to proceed with confidence on. And I could just keep yapping for two more minutes to, like, fill the space, but I wanna know if there’s any, like, closing thoughts, reflections from anyone here. And, yeah, floor is yours.
Hey, Roy. Can I just quick share mine?
Yep. Oh, of course. Sorry.
No. No. No. You’re cool. I first quarter, I just let myself off the hook with all things authority. I didn’t have to worry a ton luckily about client stuff because I was booked.
Mhmm. So and this is gonna sound insane, but second quarter, I’m not letting myself off the hook with authority. I’m figuring it out, but I think it’ll match. My number one target is I kind of have three core offers that I really need to decide what’s the standardized offer and what’s really either needs to be cut or maybe further down the line as I develop the book agency stuff. It’s at the different stages of writing, publication, and ongoing.
So, anyway, so the target is to sell at least one of each of those offers in this quarter for all sorts of other reasons. Right? It’ll I have to build my authority to get those in. I have to do cold, warm, all that kind of stuff. And then also the SOPs and all that will continue to get better as I do it. So, yeah, that’s basically it.
Yeah. And do you feel like you have, like, a clear pathway for selling all three offers?
Like, do they have similar marketing or a similar avatar?
Similar in that yes. Just different stages because, obviously, they’re different stages of the process. But, yes, I think so. Prana and I walked through, how I could do it. So I have kind of a thirty day challenge. She’s kinda a gauntlet she threw down for me. So I have, content marketing kind of cold pitching, all the things, basically.
And I’m guessing you’re already a few days into the thirty day challenge?
I am. Alright.
So when should we be following up with you?
Let’s see. Well, I it ends officially on April thirtieth, so May first. And the only thing I might need accountability on is I did get a project in closed yesterday, but it wasn’t one of the three. It was, like, a pre project to prove value to my standardized offer, and I tend to do that. I instead of holding to my guns or really figuring out the sales call or what I need to do to convince them on the standardized offer, I’ll adjust and you know? Does that make sense? And so I kinda created another freaking offer, and I it’s I don’t wanna do this, but it might convince them to invest in the standardized offer after this project.
But Is it is it profitable for you to prove yourself in that way?
Like, it’s a next question out of rhetorical one.
No. Yeah. I figured it out, and it’s it is profitable. It’s something I can quick turn around. And, I mean, I always love I don’t like turning turning away good decent money. So, for me, it gets me excited anyway.
Mhmm. And I love the person. So yeah, the I think it’ll be okay, but I could be sing singing a different tune in a few weeks. Who knows?
Alright. I think it’s a good test. Right? But, ultimately, like, you know, with three and a half offers, that could get complex pretty quick.
Yes.
And I’m sure by the end of the month, you’ll have greater clarity on what stays and what goes.
Exactly. That’s what I’m that’s all I want is just clarity.
So Very cool.
Awesome. And sorry if I’m missing you.
I was looking at, like No.
No. No.
It number squares. Thank you.
Yeah.
I appreciate the time.
Awesome. Beautiful. Well, any, closing thoughts or reflections?
Is there time for a question?
Yeah. Totally. If anyone doesn’t need to jump off, definitely feel free. But, yeah, I’m, I’m not in a rush, so go for it.
Okay. Thank you.
So totally switching gears.
I’m working on so this is the first time I’m in my client’s tech, and we set up a split test of their evergreen sequence. So we’ve got the control, and then we’ve got the new sequence.
And I realized yesterday, I might have made a mistake.
In the automation, should I have so the the old sequence, it has, like, the thousands of people who went through it before. So when I just do quick glance looking at, like, open and click rates, it’s the the thousands of people. And then, obviously, the new one is, like, the sixty people who came in yesterday.
Mhmm.
Did I mess up? Like, I because I’m thinking, like, I should have just duplicated the old sequence, like, started everything at zero.
Mhmm.
So my question is, should I just go to the client and try to make this change now, or is there a workaround I could do for April and then make that change in May to, like What’s it? Figure out the What what system are they in?
Kit.
Kit. Are you able to just kind of, like, track the monthly of the old ones so that you’re not seeing all the old data?
I haven’t figured that out easily. I I haven’t.
Maybe. I don’t think so, though, because there’s no filters to to customize, like, date range when I’m looking at the reports of a sequence.
Right. I would double check just to see if there’s any ways to filter the data to only get a snapshot of the last seven days, fourteen days. Right? Because you you definitely want to have a comparable side by side time period of both. Right?
Because, like Yeah.
Those thousands of people who’ve been through that sequence before, I’m guessing that’s been over the last year or two.
Or Yeah.
Yeah. Right? Mhmm.
So different context. Right? You know, different exposure. You definitely wanna compare, like, leads now versus leads now, right, to get a true accurate snapshot.
So, yes, if that’s not possible via, filtering, if at all possible, yes, to, like, duplicate it right and, yeah, get it clear. Yeah.
Yeah.
Okay. Is anyone more techie than I am have any, feedback on that? Yep. I think just like oh, go ahead.
I was gonna say, yeah, Caitlin, your your gut is right. You should have duplicated and then set that against your new.
Yeah. I’m not familiar with kits, so there has to be a way to filter date filter, or there should be.
Yeah. I’ll ask their support team.
Yeah. Yeah. Yeah. I there was so much other stuff. I was, like, figuring it out, and it was taking all so long.
And then I’m like, shoot. What, like, an obvious oversight? Like, how did I do that? But okay.
Cool. Thank you, everyone.
It’s easy to do. I’ve done that before.
Now you know. Lesson learned. But, yeah, you definitely don’t wanna have your funnel go up against results from a different context, right, and people who’ve experienced different things. So yeah.
Cool.
Alright. Well, hopefully, no more natural disasters.
And, yeah, I’m still here for the witchy stuff. So keep that up, spreading ashes, lighting candles, and doing all the things. But, yeah, have an amazing day to everyone, and definitely keep in touch on the chats and reach out on any follow ups from anything today or even just things you’re looking on that you feel I could help with. I’m here for it. So welcome to the new folks. Thanks for showing up and sharing so bravely and awesomely, and, talk to you guys soon. Bye for now.