Tag: tools and processes

Creating the process and using diagnostic tools

Creating the process and using diagnostic tools

Transcript

Have have my process kinda diagram, and then, I watched the video on the diagnostic tool.

Yes.

And so I have kind of a rough idea of the tool I kind of thingies, but wanted to get a gut check on that.

Okay.

So I am looking at this. I’m gonna share my screen if you’re okay with that so people can see, and then it’s in the recording as well.

Let’s look at this.

Okay.

So oh, cool.

Okay. So we have this is just so it looks really good. Just make sure that it’s easy to draw because drawing it Right. Yeah.

Yeah. Cool. So it looks nice in the final design. You’ll just draw a triangle.

Is that right?

Right.

Perfect. Okay. Cool.

So we’ve got research and insights, copy and wireframing validation and testing. So then when you’re going through it, you’re saying, oh, so Fuel oxygen.

So I actually found that So my name no.

My agency is Firebrand, and there’s three things that make fire. And so I’m like, oh, cool. Okay. Kind of alignment there.

And you had said when I asked the question in the Slack, that the diagnostic should mirror what our process is. Mhmm.

And so that’s kind of why I just brought the information over.

That’s all you get.

I’m like, wait. What?

Okay. Yep. That’s perfect. Now the question here is, if you go through these and you talk with your with your lead through this, like, let’s talk about your how are you, red, yellow, green on moments, and they say they’re red on the moment. Can your services help them find their moment?

Yeah. So my thought was and I I feel like I remember in one of the videos, somebody asked this question is if it’s beyond what your standardized offer is, then that just gets added into whatever that custom kind of quote is.

Yeah. I mean, you wanna try to bring it down. It’s a it’s a sales tool. Right?

Like, it works across everything, but it is a sales tool. So if it’s not going to sell the thing, then it it does it’s not right yet. So if your if your standardized offer plus retainer because you’re gonna be talking here, and that’s where, like, oxygen is, that’s the retainer. Like, that’s if they’re at all red on any of these targeted measurement, ongoing optimization, or standardized process, and I don’t know if those are the right things, but fine.

Okay. If they’re red on those, that’s cool because then you know you have a solution for that. That’s the retainer. Everything before it, if you’re gonna collect VOC data as part of the standardized offer, if you’re gonna put their ICP together, if there’s moments that you’re identifying, which on its own, that alone is something to specialize in.

Cadence, if you’re gonna work on the cadence on the IA and on the messaging, cool. That’s great. But that puts a lot on, like, the standardized offer, which is fine.

The the question really will be, is this if I’m read on moments, VOC data, and information architecture, if I’m read on those things, then can you sell me on your services?

That’s it. Right? So it looks good.

Seems like it’s going in the right direction.

Now try it.

Now sit down with somebody, and that’s what study group is great for. I don’t know if you’re going to it because it’s not, a facilitated by us. But study group is great for those kinds of things where you’re like, Marina, can you be my fake client?

And then, like, walk get them like, try to put them through it. Of course. And you do the same thing with someone, like, you know in your house if you’re willing to put yourself out there and, like, you’re gonna flub it up the first few times. Yeah.

Definitely do it with someone who can help you laugh through it, but also make you better. Make sure that you know in the end, like, oh, okay. So what I’m missing here is, is a clear clear something that I know they’ll be red on. I know they’ll be red on it, and only my offer can help them go to green on that.

And it’ll move them from red to yellow to green over the course of a period of time. That’s the most ideal thing. Okay. So cool.

Does that make sense? Yeah.

How to handle multiple decision makers

What content should I post on instagram?

Transcript

I pitched the optimization package I spoke about last week. The clients, they want to do it, but the the trouble is they’re on, like, a revenue share type thing where the person who created the course gets a chunk. So they can’t afford to do it out of, like, the profit, but they could afford to do it out of the revenue.

But then they so they need to get, like, the course creator onboard who isn’t really, like, a business y person per se. They just made the course.

Oh, okay. So they’re why are they a decision maker in this, though, if the money is out of the the profit?

No. Because it because it because it’s coming out of the revenue, so it would affect her what her pay because she gets a revenue share.

And you’ve already walked them through, like, potential ROI and stuff like Yeah.

I walked the client through, but not her.

In this case, it’s trickier because it’s not like in an organization where you’re gonna get the same salary no matter what. Right? Like, whether I bring you in or not, whether I bring Naomi in or not, I still get paid every month going forward. Right?

If it’s somebody whose commission is being adjusted, that’s a totally different situation. And I would I’d yeah.

Off the top of my head, I don’t know, what to do there outside of I’m thinking about the people we’ve had these similar structures with and that they just have been open to that mostly because I talk to them and say, like, so you would have to have your the person who’s your point of contact who talks to that course creator sell you Yeah.

Or the purposes, though, of them making more money. So Yeah. How does it pay off for them, and what can you say then? And can you even hop on a call with that course creator be there in the room that’s usually, like, the go to strategy across the board?

If you can get in the room, you can stand a far better chance of closing them. If you’re not there and someone else has to, it’s like it just doesn’t work, because because. All of the because follow. Right?

Like, it’s too much friction for me. Why would I try to make a strong case for someone else to make more money while someone else loses money? My life just got really hard. So I’m just gonna back away from it and whatever whatever.

So in your case, I would, but I’m thinking about the people that we’ve done this with, and they’re pretty reasonable. So I’m gonna assume that your this course grader is also reasonable.

How do you get on a call with them? So what can you say to the person, your point of contact? Say, like, I need to be on that call with this person.

And then you can say a lot. Right? They won’t have to talk at all. They can introduce you, then they can sit back, and you can talk to the course creator, and you can help them understand that there is an eventual greater payoff for them if they say yes right now. But then you would have to have the numbers and, like, help them visualize what that future payoff would be.

Yeah. But you’d have to get on the call.

Mhmm. Yeah. Okay. Agreed. Yeah. So that’s the next step. Get them a call. Yeah. Thank you.

It’s tough when it comes out of theirs versus, like, out of their pocket versus Yeah. You know, the CEO doesn’t come out of of his or her pocket at all or the pocket at all.

Okay. But we will talk more about strategies on multithreading and reassurances and other things that need to happen when we get into the multiple decision maker, situation.

Anybody else?

We’re good? Feeling good about the week ahead?

All the fun things to do that are work, but fun somehow? Cool.

Alright. Cool. I will let you all go a little early then today. Thanks so much.

Perma is also talking a bit more about social media on Thursday. Yes. So if you’ve started implementing or something didn’t work here for you and you’re like, oh, it’s too much, Joe, go to party session as well. And, any questions that might come up, of course, she can answer.

Cool.

Implementing the work for the client

Implementing the work for the client

Transcript

On the theme of making their lives easier, I’ve been wondering a little bit about, like, implementation. So one of the things that I’m thinking about as a potential objection is that, what I’m working on sounds fairly similar to what Naomi is talking about in a lot of ways. But, I I wonder about, them making updates on the landing page itself, the the updates that I recommend.

And I’m wondering if I’m thinking about, some way where I’m the one or my agency is the one that’s actually making those updates so that they don’t have to think about it.

But then if so, then that also opens up another, you know, that opens up a a lot of other questions about, you know, who who owns what, what the liability is there, and all that. But I guess to start with the question, is that something I should be thinking about?

Yes.

And it does open those questions up, but that’s what agreements are for upfront, and that’s what a process that has them hit publish. They’re the ones they get to QA. They don’t just get to. They also have to.

So it’s part of the process they have to go through, and and this is what we at Boxcar, it’s exactly the same thing. They had to, we set everything up and had Lindsay as the implementation specialist set everything up. And then you have to go they have to go through and QA it. We QA it.

There’s spreadsheet involved. There’s a time of day when you do that work, and that’s what you do. But it’s very good because, yes, you’re in control, which is very good for the type a’s in the room.

It’s also like you’re a partner now. Like, you’re not this weird third party. You’re more embedded. And the biggest agencies on the planet have team members that they embed in other teams in their clients’ teams. So you’re really just chipping away at moving toward being that sort of trusted embedded partner when you do implementation.

Using vanity URLs for the business calendar

Using vanity URLs for the business calendar

Transcript

The the vanity URL for Calendly, is that supposed to be specifically for the calendar that you use to book on leads? And just that one, not for the whole calendar meeting. Just that one for Yeah.

It’s just yeah. Exactly. It’s just that. So all you’ll have is you’ll buy you might we use the same, like, a lot like, the same Zoom link for a lot of different vanities, the same Calendly link or landing page for a lot of different vanities. So, again, like, meet with joe dot com, I think, or dot co or something is, like, my Zoom.

But it’s also other. Like, my Zoom is underneath other vanities as well. So it’s Okay. Gotcha. Yeah. Yeah. You just just making use of all those domains you bought over time.

And it’s just like, what can we do with this?

Very happy.

Considering client’s platform for building landing pages

Considering client's platform for building landing pages

Transcript

Can I ask a follow-up question on that?

Yeah. Please.

Just so does do I then, want to be plugging into whatever they’re using to build their landing pages, or do I say, you know, we’re we’re an Unbounce shop or doing this on or Unbounce thing or something like that.

Both, I would say. So one of the great things about the unbounces of the world is they have, certification programs that you can go through that are very short, and then you get listed as a trusted partner, and that can be good for people who are looking for someone to work on their landing page. So that’s good as, like, another way to get people to find you. You’re listed on their site.

HubSpot, same thing. Right? So I would limit it to the few big tools that your clients are most likely to use, which is, again, a really good reason to target the right audience. If you’re gonna do ecommerce emails, you really only need to know Klaviyo, like, that’s great.

Then you can have an implementation specialist who gets that. In your case, if it’s a certain landing page builder, our platform, what is what is the one or what are the two or three that your clients have used and thus are more likely to use? And, like, the obvious ones, like, Unbounce are they’re just so, like, chances are whoever you work with is like, oh, yeah. I’ve got an Unbounce account.

When did we last use that? Right? Because it’s ninety seven bucks a month, and they don’t notice it or something a month.

So yeah. But if you can become specialist in that, that’s one more way to make yourself stand apart from others who are like, I’m gonna hand you a Google Doc and you go build it, which, like you said, and, like, you know, it’s a whole lot of friction.

Doesn’t make their life easier.

Yeah. Nope. Nope. Cool.

Thank you.

Am I giving away too much in my diagnostic?

Am I giving away too much in my diagnostic?

Transcript

And so first question was, for the audience I’m looking at with SaaS for landing pages and emails.

Am I giving away too much that I would use on my call or good lead in for that call?

Yeah. No.

So it depends how you deliver the, the model. What I would recommend is you do just like I did in the workshop with the sunshine growth model. It’s a video where you’re like, hey. Do the work with me.

Get a piece of paper. Get a pen. I’m gonna draw this. I’m gonna move fast.

Just draw it with me. We’re gonna and, obviously, you’ll have set up why why to do this. Right? So, obviously, otherwise, what’s happening?

So, yeah, do that. If you don’t have an iPad do you have an iPad?

No.

But I can get one.

Super easy.

And you don’t have to get one either. You can honestly put if you have a stand of any kind, you can put your phone above it and just Oh, right. Yeah. Redrawing it. It’s okay.

So do whatever whatever will help you knock a version out fast. Then if you’re like, okay. I like it, but it looks kinda janky, so I’m going to get an iPad and do it this other way. Cool.

But start with the low fidelity, quick version always in everything that we do. Just, like, get it out, and then you can refine it later.

There’s an asterisk next to that because that’s not always the case. But largely, that’s the case.

Yeah. And so I think that you should do that. Get them to draw it. I don’t think you’re giving away too much. That diagnostic is meant to work across the board, and you will find that there are more diagnostics you’ll develop within each part of it.

So that when someone says, hey. I really need to dig deep into this one thing, this one part. So you’ve got the triangle for your model. Right?

Mhmm. Yeah. And there are three parts on each side. So we’ve got nine parts outside.

Cool. If they’re digging into one of those nine parts, you’ll likely develop smaller, like, models for each of those. So you can say, okay. And I can’t remember what the parts are of your diagnosis.

I I updated it since last week.

So Cool. Yeah. Let’s pretend it’s it’s apple. The word apple is Yeah. Okay. Cool. So now we want to better understand apple.

This is a horrible idea to use apple for this, by the way.

You would then draw something that helps them dig deeper on that. So in your sales calls, you can be like, okay. So, when you did this, you give the model a name.

I’ll say sunshine growth model. When you did the sunshine growth model, which were the parts that were most challenging or biggest opportunities? Cool. Then you write them down. You’re probably sharing your screen or, like, your iPad at this point if you have an iPad at this point.

Okay. Cool. So it’s this one, Apple over here. Let’s zoom in and talk a bit more about this so we can really get into the heart of it.

And then you move the screen over, and you have a new drawing area where you draw the model for that part of it that they’re working on. Now that doesn’t mean you have to come up with that right now. Just know that if it feels like you’re giving too much away, you’re not. There are layers upon layers that you will develop as you build your expertise in this one thing, and your thought leadership.

So long answer to your question, no. You are not giving too much away. You are using it exactly right.

How to get people to complete my challenge funnel?

How to get people to complete my challenge funnel?

Transcript

My question is so I’m doing, I built a challenge funnel for a client. It’s an evergreen challenge funnel. It’s converting at, like, seven point six percent, so happy with that. Nice. But what I’m noticing is that about eighty percent of people aren’t even starting the challenge.

And so the way I have built it is it’s kind of the the five day challenge and then five days of sales emails. On day five, they get, like, a personalized plan that segments based on how much of the challenge they’ve completed. But the next thing to optimize is, basically, getting more people to come to complete the challenge. But I’m not I’m not sure how to do that without, like, kind of I don’t like when I have the reminder emails and then delay the sales sequence, I don’t wanna kind of just any yeah. Any thoughts.

Okay. So you’re struggling because only twenty percent of people are actually starting it?

Yeah. So good sales conversion. Right? But for challenge completion. Right?

Yeah. Perfect. Okay. So how do we get eighty percent of people or start chipping away at that?

I have some thoughts, but I think you’re in a really good room of people who could help you answer that. So I’d actually love to hear what others have to say. What would what would you do or what you have you done in this situation? Andrew, Katie, Jess, Naomi, Adnan.

Can I ask Abby, like, what’s currently in place to get them to start the challenge? Like, just day one and then go do it, or is there much of a of a onboarding to the challenge?

Oh, I think she’s frozen. Oh. Sorry. Abby, did you get that? You were frozen.

Oh, you’re muted. And now I’m muted. No. I didn’t Yeah.

Okay. Can you repeat that?

I didn’t catch that. Sorry, Katie.

Yeah. I just I just asked what do you have currently in the way of, like, invitations to participate or incentives to to actually, like, do it?

The incentives to to do it, I mean, it’s so it’s for it’s for new bookkeepers, and, like, their really urgent problem is they just they just wanna practice.

Like, you know, I kept digging to see, like, oh, what what did they really want? It’s like, no. They just really wanna practice. Like, they want the experience. So it was the value prop is, like, to get a whole month of real world experience in five days.

So, yeah, the the challenge options are good. And, again, the sales are good, but, like, as far as it, like yeah. That that I haven’t got any other, like, incentives. It’s just they they got to get the email each day with each challenge and kind of, like, here’s what you’re gonna get out of it. Opens a good click throughs are like And the challenge task is within that same email? Yeah. And so how do you know that they’re not completing it?

Because we can track that. So I can see, like, whether they’re going in and it it’s like a gamified kind of mini course.

Okay. So, like, they have to you see that there’s, like, clicks through to whatever they’re doing?

Yeah. Yeah. So I can see whether or not they’ve completed it. And, like, the vast majority aren’t actually even starting it.

Is there a way to do, like, a retargeting campaign? Like, I you have their email addresses, maybe do something on LinkedIn or even with SMS or I don’t know, maybe if it’s like if they’re going to a specific URL, you might be able to retarget on, like, like, Google banners or something just so that you’re like, keep top of mind, because, I mean, it’s easy to lose things in your inbox. I don’t know if you have any, say over that kind of decision, but if they’re Yeah.

Maybe just forget.

The problem we’ve had with the, like, retargeting campaigns is that, like because we do it on Facebook, but it’s just it, like, just keeps showing the same ads, like, for age like, for ages after. So when it’s no longer relevant, that was kind of an issue. I I mean, SMS could be, like, an idea, texting them to finish it. I mean, it is it’s quite a hefty challenge. Like, it is, like, an hour forty minutes to an hour a day.

But yeah. Because I know, like, Joe, like, for the five the five k five day challenge, you send emails, like, you just keep reminding them. Right? Just going, you still haven’t finished it. Yeah. And, like, how does that and how’s that working?

You know, the difference I I honestly couldn’t say. I’m sure someone on my team could say.

But I know that someone in support I Lindsay in support, doesn’t like that we keep sending them because people are like, I already took it. Like, yeah. But you have to take it. You have to just, like, keep taking it.

And so they’re not getting that. I wouldn’t say use five, the five k five day challenge as a good example of what to do.

Yeah. It’s fine, but it’s not like, oh, here’s our world class example. It just is. But I do think, one, yes, keep them cycling through if you can, like, if they haven’t completed it. So what are you doing right now to reengage them?

Like, nothing really. So it’s actually just like the email every day five days, five day set of sequence and then maybe two reminder emails.

Okay.

So, yeah, we want to be able we want a reengagement campaign because eighty percent is, like, the actual amount of opportunity. Right? Like, it’s huge. So that alone deserves its own thing.

I agree. If you could add SMS in out of the gate for everybody new who comes in, then they can have multiple sources of reminders, which is good. SMS is, of course, still more valuable or has higher impact than email. I know it’s tricky because there are different opt in rules and all of that kind of stuff.

But if you can, if it’s worth it, worth a shot then, what’s the deliverability of that first email? Where are you ending up? Do you know?

The deliverability? It’s quite high.

I think it’s, like, ninety eight percent.

So deliverability isn’t the concern.

When they sign up, where are they signing up first? Are they opting in on LinkedIn? How are they getting into this?

It will be, like, Facebook ads or emails to the warm audience. And then I’m not by Leadpages.

Do you know between ad and email who is in the twenty percent?

Like, I’m wondering Probably, you know.

I’m just I’m gonna guess.

But Yeah.

It’d be worth looking into that.

Definitely. I’m wondering when they opt in. So whether I click on the email to say, yes, I want in or on the ad, what’s that confirmation page? What happens on it?

Good question. It’s a it’s a thank you page. It says, like, here are your next step. Join the community to, like, chat with other people doing the challenge. Like, one of your thank you for each other place probably.

Okay. Mine is a survey.

Do they join the community?

Yeah. Some do. But because it’s evergreen, it’s difficult. Like, so I can’t do the, like, oh, we’re all here doing it together. Sure.

Sure.

Just wondering, like, if you can plot the funnel and see where email versus ad, so warm versus ish cold, going to community. So confirmation page, then community.

I’m wondering if there’s a opportunity in there for a video on the confirmation page that’s like the MTT ladder prep or something that’s like, here’s where you are, and this is great. Here’s how you’ll know x. If you know their outcome that they’re looking for is more practice, to what end?

To work with clients. So they basically they get satisfaction, but they can’t actually work with clients because they’re like, I just don’t know. I don’t even think I know what I’m doing.

Yeah. Okay. So if in that video, you can, like, match that that’s what they’re looking for, like, you wanna work with clients. You need this practice. And then, like, help them know what that trigger is to know that they are ready to work with clients. Like, if that’s their goal, then at least you can inform them.

On the page, I’m wondering, you said that it’s, like, a big undertaking. Like, it’s forty minutes per lesson, but they don’t know that, do they?

At any point, you tell them I know.

I get that one. Right? Okay. Good.

So just to make sure because I’m like, oh, no. How do they know that? They won’t know until they start.

But maybe there is some weird anticipation of like, oh, shit.

I have to work now. Right? And so what can you do on that confirmation page to to go to make it feel like even just, like, rebuying into their own mission. I don’t know what it is, but it feels like what can you do to reduce that anxiety?

Mhmm.

Then I have consequence for failure.

That’s I don’t have any notes beyond giving them a consequence for failure. If worse comes to worse, is there a light consequence for failure?

I mean, it is just like the longer they don’t get the practice, the longer their certification just kind of sits there collecting dust and Yeah. They’ll miss out on what could have been.

Yeah.

So can you calculate that in some way? You invested all of this money into becoming this thing. You want to make money now doing the thing, but you’re getting in your own way. Like, show them the gap between what they want and, like, help them see this as the bridge over that gap. I know that’s obviously what we’re trying to do, but I think if we can be more literal on the page, then that is a starting point.

And thank you.

This is like this is awesome.

So, like, to try and get them to complete it, what I did is kind of I built in, like, urgency so they only have access to the challenge for ten days.

But I’m considering whether to to instead of giving them ten days to extend it and keep so there’s space to keep. So basically, like, the sales sequence gets triggered once they’ve finished, like, say, fifty percent of the challenge versus being triggered, like, on day six.

And then I like sending repeat reminders or I don’t know.

Yeah. Any thoughts? If I don’t if I don’t start and or if I don’t complete, do I get the sales sequence?

Or do I have to complete?

At the moment, yes. Okay. At the moment. Because it’s time triggered, not action triggered, which Okay.

That’s not what Coffee Hackers teaches.

But Well, but there’s also clients and the reality of working with them.

Mhmm. I I hesitate to take away because their consequence is there. After ten days, it’s gone.

And it’s a deadline.

I’ve had a plan on that more.

Yeah. Maybe. Right? Like, really push on it. Test a few emails where you go a little bit, like, coachy on them, by which I mean, like, do you want this, or or don’t you?

Like, what’s happening here? You said you wanted this. You’ve taken the certification. Like, you did this, and you still haven’t that.

So what’s going on here? You’ve got three days to get started. I don’t know whatever it is, but but the consequence does feel baked in there. Just have to turn it into something.

Mhmm. And then just a big old reengagement strategy, which I would sell to the client as, okay. This is a good start.

Now we need to reengage those who said no. So let’s do this project. Or if this was your standardized offer, this is where you’d be optimizing from this point on with the retainer.

Yeah.

And, I mean, it it was my standardized offer, and it I am on the optimization container.

Oh, good. So this is optimization. Cool. Re engagement.

Yep. One, I would map out where people, like, just really basic. I know it’s once you start doing a map, there’s so many details. Ignore the details. Just really focus on email, ad sign up, confirmation page, day one, day two, day three, day four, day five, day ten, sales, and then just, like, match numbers of people on each of them and try to draw a decent arrow. So you can just circle the parts that are like, this is an obvious opportunity.

Let’s do something here. You don’t have to figure out what, but just map it first. Because if it’s really warm people who are saying, yes. What if you learn that it’s all people who are already on their email list who are in this twenty percent?

Then the ads are, like, a whole new strategy you have to figure out. And that’s cool, but until you know that, you don’t know anything outside of basic numbers. Right? So I would map it. Mhmm.

Yeah. Okay. Yeah. This has been really helpful. One kind of little follow-up.

Apologies if you cover this in the intensive, but how do you kind of, like because with the optimization retainer, like, I just have so many ideas, and I wanna implement all of it. So it’s kinda like how do you keep, like, a bound how do you put a boundary for yourself when your optimization routine?

We do cover that in week three.

Okay.

So just go through it’s okay. It’s okay. Just go through and list out your process, and then just scratch out everything that isn’t critical, and I mean critical, to get done. Depends on what you’re charging.

Right? If you’re like, okay. Well, I’m gonna charge fifty thousand for my standardized offering, twenty five for my retainer, then you could possibly get a little more creative and colorful with what you do in your retainer. If it’s five grand a month, tighten that up.

Get rid of even if you’re like, but it’s so fun and it’s so eye opening. I don’t care. It’s you’re losing money using it. So until you raise your rates, only the bare minimum of what’s required to get the job done well.

I know that’s like, okay, Joe. But what? I don’t know. I don’t know. I just know that’s it.

And when you see it, you’ll know. Yeah.

Okay. Well, thank you. That’s been really helpful.

Yeah. Go through even if you don’t watch the recordings, go through the worksheets for week two, weeks two and three, and you’ll see really quickly what to do. It’s pretty straightforward.

Building Your Authority Site

How to Build Your Authority Site

Transcript

So today, we’re gonna go over how to, build your authority site. We use this process, not just for, well, you can use this process for yourself, but we also use it for clients, and you can you can apply this across, different niches.

So I think if your member’s telling me this, like, fifteen years ago, Joanna, when I took the I think it was the the freelancer, the hundred thousand dollar freelancer, whereas really, like, the the main goals of your site is you wanna grow your list, you wanna sell your stuff, and then you you sell your other other people’s stuff. I remember when you said that to me, it just it really hit home and that’s, of course, it’s it’s true.

And that also may ultimately leads to the the top three things that that or the top three goals that we make sure all of our authority sites, achieve. First one is it needs to drive leads and sales. Second, it needs to build authority and trust. And the third thing is it needs to get remembered and shared, which I I know Joanna touched, on that the last meeting that we had. Now the metrics we used to measure success. We make sure that all of these are aligned to the goals that I I just discussed.

A lot of these are, super important. The the big ones are your customer lifetime value, your list growth rate, your lead conversion rate. A lot of these metrics if you move the needle even five percent, you’re gonna see a a lot of growth. So, we tend to focus on these. Now what we’ll do with these metrics is we’ll actually create a scorecard, and we’ll monitor them either weekly or monthly depending on on which ones.

More importantly, the is you wanna make sure that again that these are aligned to your goals.

I suggest you stick with the top three, but if for whatever reason, your your client or yourself, you wanna achieve something else, just make sure you can prove success or measure success.

So we’ll get into, the first step is really defining on what you want your site to achieve, what your the goals are, we’ll get into this actual process that we use to create the site.

It starts with identifying your most profitable customer. Now, what we suggest doing is you wanna identify the four percent of your customers that generates sixty four percent of your revenue.

We do that. What we do is we look at our customer list and we use lifetime value as the metric and then also repeat purchases or the number of purchases that people have made. And what we do is we we take that, we segment, and then from that, we’ll we’ll discover the four percent, and that’s who we’ll start with first.

Then we’ll use that list, and we’ll we’ll sort of pick and choose the next customer to start with, and then we’ll work through it one at a time. Basically, targeting a specific niche or market, and then moving on to the next.

The next stage is once you’ve identified your your your ideal prospect, you have them sorted, then you wanna conduct center interviews and and surveys and interviews.

We start by interviewing the customers, you know, your typical sort of what challenges you’re facing, you know, how’s our product help to your favorite features, a lot of these questions, and and I do have a copy of the, I think we have, like, fifty. No, I’ve actually over a hundred questions now.

Of different ways that you can ask them, and different, they’re all organized by stages of awareness, but I’ll share this with you at the end. And essentially, what you’re looking for is not just understand the problem, understand that obviously the outcome they want or the solution, but also These are questions that are gonna help you uncover your your value prop, your USB.

A lot of these questions, like, why which specific features did you like or or what made you choose us over the competition, you’re gonna get all of that stuff from these interviews, and that’s what you’re really gonna start using to create your USB and value prop.

So the next person you need to interview is you. So you need to interview yourself. This is all the stuff that we’re going through the, copy hackers as well. Books, success stories, case studies, your podcast, events, everything about you, your origin story, which, I’m gonna do another session on this.

And, your origin story is all a bit of creating trust. It’s it’s, hey, you understand the problem and, you know, they they can relate to you. You’re likable, and you’ll do that early on. So we’ll cover another session on that.

And, of course, your USB and your unique mechanism, you’ll get your USB from the customer surveys. Your unique mechanism, is once you know what or you have a better idea on why they chose you, then you can hammer out the details. That’s really the how it works. So that’s the part that you’re gonna focus on yourself.

Now once you have all this information, the second step you need to do is you need to analyze the the results. Okay? So what you’re really doing here is you’re you’re looking you’re looking for themes. I use AI for this.

AI is really good at this where they can identify common themes you you really wanna get in the mind. You understand. You wanna understand why they tick. You know, what’s the specific problem they wanna solve?

What specific outcome?

You wanna understand their their top hesitations because then you can draft a guarantee to address those.

So really, you’ll find some really cool stuff from this. I is probably one of my favorite parts, to be honest.

And we’ll show you we have tools at the end as well, which we’ll give you access to, and that’ll help you sort of categorize in segment.

Then what we do from that, and this is the the fun part I enjoy as well is we create an avatar. Now, and again, I’ll give you the templates at the end. We just don’t create your typical avatar with as, you know, your demographics, like, psychographics. What we do is and I got this from you, Joanna, is we this is almost like two point o version of the rule of one, or your one reader. So it’s not just understanding, their problem and concerns. But it’s also listing, you know, hey, these are the hesitations aligning a guarantee to that, figuring out what are what what hard offers are gonna resonate with them, what soft offers are gonna are gonna resonate with them. And then this is where you start filling in your USPS, your value prop, and all the other stuff as well.

And again, you’re gonna use this from the the survey data that you’ve, you, you, got from before. Now, the trick on this as well is you’ll have your most profitable customer. You wanna take that customer and you also wanna create an avatar avatar by stages of awareness if you can.

And then you wanna repeat that for each of your, your avatars moving forward as well. Next step that we do is we create a sitemap.

These are the core pages on your site that, we find, it’s a good start anyways. There’s your homepage. Which will break down in a second because your homepage really tells a great story, and it’s organized by the stages of awareness.

There’s your about page, which is your origin story. There’s your process, which is how it works. And that’s it’s it’s your USB, but it also includes the the secret sauce, you know, the that how your solution, you know, achieves consistent results better than the competition. And that’s really how you’re gonna outline it step by step.

Success stories, of course, your work with me, which is your services, product type services, your your courses, whatever you wanna offer, books, blog, consult, contact, media, resources, speaking, connect, and then your typical four zero four, thank you and and FAQ pages with a a guarantee as well. I like this section right here because it’s it’s almost like, you wanna address their hesitations and concerns. A lot of people overlook the purpose of the FAQ page. So you wanna you definitely wanna test that out as well if you can.

A little tip, insider tip on this is If you are in a city, let’s say you have a productized services on, web design, and you have a system where you can put this really cool package together for clients, and you can productize it, and you’re in a in a city, say you’re in Toronto, what you wanna do is you wanna create a city page, that’s this Toronto web design, but don’t put it on your main navigation. Just put it in your HTML site map. Because then what’s gonna happen is it’s still gonna get linked to the rest of the pages. You’re gonna link to use, but then it’s also gonna, it’ll rank, but then you can also link to it from your GMB profile.

So then it’s just an added sort of boost that you can get more traffic and sales from it as well. I’ll be doing a session on that on how to set that up. And and show you, how to create that city page. And the cool thing is with the city page, it’s actually, organized by, not only stages of awareness, but it uses ADA.

It’s pretty cool how everything aligns up on it.

Next is your homepage. So this is where we start, we start with this. And remember, we’re we’re creating the home page and we’re using all of the data that you’ve collected from your surveys, your avatar so you can start telling great story because you know exactly who you’re writing for. That’s that’s what’s key about this.

These are the main components of the of the the home page, and I’ll give you a, wireframe split. I I’ll use the terms spid draft and wireframe at the end that you can use. And, it contains only sections. So you have your header with Hero Shot, UV, your email opt in, which is above the fold, your compelling, story, which is your origin story. Credibility and social proof, your work with me, which are your services page, your speaking, your programs, your content preview, which is, of course, is your blog, your your podcast social connect and then, of course, your footer, which is your you wanna end with a strong CTA.

Now here’s how each of them kinda tells a story. So you’re starting with the header, your hero shot, UVP.

Really, this is the first impression. It’s it’s what’s gonna grab their attention gonna explain what you do who it’s for and the big benefit. You know, we this is your, you know, why why choose me versus the competition. So you’re really setting the stage at this point.

There’s a couple of examples that I’ve included. You know, I help entrepreneurs, build and grow profitable platforms, very clear.

Build your business, build your wealth, live your dream. It’s clear. I love this one.

This is like a two point o. You know, welcome to the the Fitfather project.

It’s, I think that he he nails it really well.

Second is you’re featured in. These are your your media logos across, you know, right off the bat. This is gonna create that credibility. It’s gonna show like, hey, I can trust them. Like, what they’re saying is true.

A couple of examples, this is like kind of a what most people do, it works. It’s kind of okay.

This is a better example of it as featured in trusted by. Again, I love this version. I think it’s like two point o. It just it hits you.

So you don’t have fun with this, but you’re you’re really saying, hey, like, I not only understand you, but what I’m what I’m saying is true. You can trust what I’m saying.

Next part is your email opt in, so your you’re placing this next, it’s really that, like, the way to say, Hey, you know, like, get to know me a bit more. You know, you’re you’re in you’re giving that option right away. You’re hinting at that value. Hey, there’s more to come.

Here’s a couple of examples of your, your email. There’s million. There’s a the urban monk seven day reboot, get started now. Just, you know, it’s not much.

It’s just a way to collect your email and and, and get them into, or or start the the process anyways. Here’s your origin, your your hook. This is the part I love. This is your origin story.

On your homepage, you’re just gonna literally just create a little snippet and link to your orange and story page. And that’s really how that homepage is aligned as well. You notice that each section, it is correlates to the navigation as well. So that’s what you’re you’re doing.

You’re just linking to each one. A couple of examples of origin stories.

Here, here’s another one, how I got here. It’s pretty, you know, the these are revealing to the are, you know, he’s talking about his PTSD.

Just when I thought I was on top of the world, she’s, you know, she’s gonna go into, you know, what, her problems and She’s really trying to relate to people. It’s like, hey, they understand me. They get me, which is which is really cool. Here’s another one, the truth you may not know about me, and it’s it’s his about page.

And that’s these are gonna be your about about us page. Some people call it origin story, but I just call it about us. Here’s another one, Sharpen. He’s he’s a good guy, Sharpen, actually, I’ve met him a few times.

He’s pretty good training. Credibility, media logos. That’s the next step. This is just to, you know, we’re building on those initial crust, the credibility signals.

We’re deepening that trust.

We’re we’re starting to get into our expertise, you know, the the the impact, the solution that we offer.

Here’s a couple of examples as well.

We’re getting into best selling books, like, you know, the and and that’s the psychology here is your you’re thinking, hey, well, this, you know, you see someone with these best selling books. They must know their stuff, right? And that’s really the point of, of, publishing your book is you’re creating out authority in their eyes, and it’s just gonna make you a hell of a lot easier selling your products and services. Then we’re getting in a social proof this is the praise your photos.

Hey, if it worked for for them, it can work for me too type stuff.

Here’s a couple of great examples for Tony Robbins everyone knows Tony Robbins, your typical testimonials, then we’re getting into your work with me.

Now that they trust you, they believe what you’re telling is true. They think the solution is for them. Now you’re gonna start introducing what you do, right, and it can be anything from services, to coaching.

It really depends on on what you’re offering. Then you get into for our clients, obviously, it’s their services they offer. There’s a lot of spaces in cosmetic, so we would get into the cosmetic services they would offer.

Here’s the content preview. This is this is really about like establishing further and giving a taste of, you know, what what what they can learn by by, following you. So you here’s your library, your podcast library, learn from me. Here’s my blog. Then you’re getting your social connections.

This is cool. It’s just like, hey, you know, connect with me. You know, here’s here’s the value I bring. It’s your your making that introduction for them to to reach out, then you have your footer, which of course ends in a strong CTA, and you’re just reinforcing that again.

Couple examples as well. A lot of people don’t put the, they’re they’re called actions in these CAAs. You wanna be in the footer, you wanna make sure you do that.

And you can do this yourself. That’s the process we use for the home page. We do have a, a site map and sorry, spit draft and wireframe, which will will give you not just for the home page, but it’s all of the pages of the site.

How we do it is, again, I learned this from Joanna, is we we start with what we wanna say, and then what we do is we overlay proven copywriting formulas on top of that, and then you have a pretty compelling site, which is, which is gonna rank and sell and convert and do really well.

We’ll provide you with all of these tools at the end. So don’t worry about that. I’ll I’ll give you access to everything.

What I wanted to talk today was to to show you a concept of how this works and really using your using your the the data that you get from your surveys and and how you can use it, and not just just to show it’s not. It doesn’t have to be complicated, and how you can craft the UVP for your homepage yourself.

These are questions and I’ll I, I just went over, but I’ll share with them with you as well. So now and I’ll use ourself as an example. So we, we’re launching a product, and it’s called or a service called WP Total Care. And, we’ve been offering WordPress support for our clients now for a couple of years. So we wanna it’s worked really well. So we wanna take this a bit further. So we analyze our list, our current customers, and we thought it was small business owners with a WordPress website specifically with woocommerce.

And we analyzed this list, and we actually discovered it’s not It’s actually, brand agencies. They’re the four percent of customers that generate sixty four percent of our revenue. So after analyzing that, we just literally put, you know, brand agency. Then we we asked them the the specific problem, and and we wanted to know the outcome that they wanted.

And for them, it was, they’re because they they’re a brand agency, they do they’re clients, they’ll help their client with their branding, and it often ends up leading to online or digital media, often like a website or whatnot. So what they would do in the past is they would reach out to freelancers or they would work with freelancers and the problem is the the inconsistent results, you know, the the freelancers just disappear on them sometimes. So That was the main challenge they were they were dealing with. The specific result, they wanted they just wanted a reliable partner they can count on.

We we did speak to them a little bit more. We wanted to dig into the ultimate benefit, and it was like, yeah, they wanted to rely reliable partner, but in the end, it was so they could grow their business because they realized there’s this big opportunity they didn’t have the the means in house or they didn’t they didn’t want to invest in someone, in house so they really wanted that partner to help them grow and take their agency to the next level.

That, of course, led us to the the promise, and this is where we really we asked them, you know, what why did you choose us over the competition? And there’s a few things that stood out for them. The first one was we specialize in WordPress. Our developers have contributed to the core.

So that’s just gonna lend our expertise. And the big one was is we have a white label option where, they can they’ll use our services. Their clients don’t know because they’re white labeling, but the plugin that we they can use in the back end of their website. They can engage and speak to clients, and they can manage their client’s website through that.

So that was something the competition doesn’t offer, and those were, you know, the top three reasons people chose us. So, of course, that’s our promise.

The proof was up to us, and and that’s just when we’re doing the interviews. We’re just gonna, hey, you know, do you mind if we we we interview, you know, so we can we can tell your story, and we can share your story. So we’re gonna use those. We’re gonna use demos.

We have a lot of, we have a lot of examples of before and after where we’ve optimized websites, especially with Google’s web vitals as far as page based paid speed and and whatnot. So these are pretty powerful, and we can use those to really validate and and and show or prove what we’re saying is true, as far as our our promise. Right? And one thing I wanna touch on this is the the promise is really about, the promise is your, you wanna switch to unique benefits because there’s, like, there’s three types of benefits.

The first type of benefit is the benefit that your customers don’t care about avoid them. Second type of benefit are these are your price of entry benefits. So these are the benefits that they expect to see when they go to your site. So you need to have those.

It’s, like, the minimum that your prospect expects. Then there’s their point of difference benefits, and these are the benefits that you’re gonna use to beat your competitors.

So when we interviewed our clients, we discovered, you know, the minimum requirements, the minimum we need to to sort of play the game. And then, of course, we we discovered the the point of difference benefits to win the game. That’s the way I like to look at it.

And then, of course, the proposition, these are the products that, they wanted to see. You know, the this is a really telling question as well. And we have a lot of these. There’s different ways to phrase it.

But when you’re creating your offers, let your customers or, your leads, let them tell you the type of offers that you wanna create.

So just, you know, asking these types of questions and that they’ll tell you.

Then once you have all of your answers from the interviews, you’re literally just gonna, you know, here is their their frustrated, you know, agencies, quality. Right? They’re they’re they’re they’re frustrated with quality from freelancer. So all you’re doing literally is you’re taking that and you’re you’re popping it in. That’s it. And then once that’s done, you’re just gonna take this formula and then you’ll rewrite the formula, easy peasy.

And test this stuff. There’s different formulas that you can use. You can test them. You can rotate them. Make sure that you’re your visual here, your image is it shows the transformation or the outcome that they wanna achieve. And then, of course, you’re just highlighting your your point of different benefits under here, which I just told you about, as well. We specialize in WordPress where, we contribute to the core, we white label a plugin, and then, of course, you’re just ending it with another formula is to get the desired result that they want.

So it all plays together. The your you’re identifying just a recap. You’re identifying your ideal prospect. You’re and your ideal prospect you’re gonna start with is your most profitable. You’re getting into the mind of that that customer, you’re doing that by interviewing, you’re understanding the problem, the challenges, the frustrations, the outcome, not just that, but also their hesitations and concerns. And you’re asking all this stuff so you can really meet it head on, especially with, you know, if you if you discover that one of their concerns is that, you know, you don’t have a level of expertise in WordPress, well, you’re gonna guarantee that you do. You wanna align that as much as possible.

And you’re taking that survey data, and then you’re analyzing it, and then you’re using it in your copy, and you’re using it to create your website. And and that’s what’s really powerful about it. And then you’re just once once you have and you understand it, you’re just using proven copywriting formulas and frameworks, and that’s it. And then you’re just making sure everything follows, tells a story or, has a, yeah, tells tells a great story, and It’s, yeah, it’s a lot of fun. And then you get into your split testing and your, your testing and everything else.

Any questions so far?

Yeah. I have two.

Yeah. For sure.

The the first one? So with the stuff, like, around your IDel avatar, what would you recommend if you’re in a position where You don’t really know.

You haven’t worked yet with your ID levator. Like, you have an idea of them, like you’ve outpriced your current client, so you wanna sub new ones, but you can’t interview them because you’ve not worked with them before. Like, where would you recommend you start?

I can show you what we did. So we did, So we we, we scraped all of our competitors, when we first started doing it. Here, I’ll show you, am I still sharing my screen? Yeah.

I am. Okay. So we had, this what we did. So we went out and and just scraped all our competitor reviews and and we analyzed everything.

Right? And we we looked for, their USB, everything a to z. So that that’s what I would suggest doing. Is pretty telling as well.

Like, we we go pretty heavy into analyzing our competitors. We we we do everything from sign up for consultations we wanna know their sales funnel, their strengths, their weaknesses, because ultimately, you you wanna you wanna match them and then you wanna beat them. Right? And you you do that by understanding them and also listening to your customers as well.

That’s what I would suggest doing.

Okay. Thank you.

Who are your competitors, by the way? Do you know?

Not really because, like, I don’t know that my competitors are like copywriters. They’re more like coaches, or con consoled like So, yeah, I’m not I’m not sure of any any other copywriters, like, in my space.

Yeah. We go pretty deep. Like, you can you you’ll find them out, like, a good a good approach to do is, we use data to sort of figure who who is our competition, and then we we get into Once you know who they are and it kinda leads to the next one, like you can figure out their entire marketing strategy. It’s it’s pretty straightforward once you know who they are. And then that, like I said, that’s gonna lead to another competitor, another competitor, and then you just focus on the top twenty percent. That you know are dominating the market, and then that that’s where you start laying your recipe.

Mhmm. That makes sense. Thanks. And, yeah, the other question is just a silly little one.

For, like, having the logos underneath the, like, trusted by, do you need permission to do that? Like, assuming there’s nothing in the ended ending NDA that says against it? Like, do you still need to ask to include the logo on your page?

Not that we had, in Slack, someone we had, we talked about that as well.

Oh, really?

I used them.

Like, it’s not it’s if it’s if it’s legit, of course, I don’t unless there’s, like, an NDA or something.

Okay. Agreed. We use them and others use ours without ever asking. So Yeah.

I I’d never asked you, Joe, but It’d be good.

Cool. Thank you.

Yeah. No problem.

Anyone else? Any other shy folk who are off camera?

Shade, where did four percent and sixty four percent come from?

So it’s the eighty twenty rule. I don’t know if you heard about that. So twenty percent of your customers will eighty percent of your revenue. So what you’re doing is you’re taking that twenty percent and you’re applying the same formula again.

So you’re looking at your the twenty percent the twenty percent of that that generate eighty is zero sixty four. That’s where it comes from. So it’s just another layer. So a lot of people just start with that’s good enough.

But if you wanna get ultra specific, and the goal here is, like, to is to define your most profitable customer. And that’s, like, the you do that by analyzing your list and you use lifetime value as the metric. That’s what key that’s what’s key. And then, and once you know that, then you just you sort and you you pick one at a time.

Dominate that. Move on to the next.

Well, thank you.

Yeah. No problem.

I had a question. If we’re, like, redefining our offer or our niche, and we kind of try and we’re kind of trying to get something up would you recommend, like, still starting out to build out the authorities site with all the pages or sticking to, like, a one page site where we can collect leads before building out the fuller version?

We’ll start growing your list. Like, you don’t want to put it up right away. Like, don’t I wouldn’t wait until your site is, like, completely done. Right? Anything is good enough.

But that’s, like, you’re you’re saying before you do all the interviews and all that other stuff, like, before you Yeah. Put up what you have. Of course. Like, this is a process.

It’s not it’s, ideally, you wanna start with this, but you may have, you may have a site up. And you’re gonna go in and you’re gonna, you know, you’re not gonna tear it down. You may or may not, but it’s, is a process. Right?

You may start with a page.

You may say, hey, I’m gonna I’m gonna write my origin story, and then you you add that. You update your your Vode OS page. Right?

Okay. That’s helpful.

Shane, can I ask a visuals question?

Sure.

So I noticed I went to a lot of agency competitors.

I think who might be my competitors, and I noticed that a lot of them don’t do the person in the hero section. A lot of them don’t really have a whole lot of any noticeable imagery in the hero section really.

And I’m just wondering, like, I don’t have a photo shoot. I’m not scheduling one right now. I really don’t want to spend the money on it frankly.

At least not for a little while. What When it comes to the imagery, especially in the hero section, but even I guess going down the page in the home on the home page, any recommendations because I’m kind of at a loss. It gets me spiraling. That’s stupid.

I always see this. It’s either the person you know, like Joe has on hers or the agency competition like I said doesn’t seem to go by that. They didn’t have very little. So I’m just kind of struggling to figure out what’s the right image. Should I spend the money and go do something or I don’t know what’s your recommendation on all that stuff?

Don’t know. It depends. Like, it could be you could go stage as awareness and focus on, like, the outcome that they want. It depends on the industry too, right, on the space, like, or before and after. I’m gonna show the outcome gonna show that before and after. If they’re if they’re product aware they know the results, I’m gonna focus on why they need to choose me. Right?

That’s what I would start with. It’s not I don’t think there’s, like, everyone says there’s best practices, but I’ve we’ve done, like, testing, especially with Google ads and what we thought worked wouldn’t is complete opposite. Right? So, you know, I don’t unless Joe, I don’t know what your thoughts are on that, but I don’t think, you know, start with the basics, like, include your and just, maybe focus on the outcome, right, the solution they’re looking for.

Okay. Thanks.

Any other Everyone’s so quiet.

I mean, I will have to end this question. If your community’s there. So if no one has any more, I was wondering if you could talk a bit about, like, the types of guarantees you would offer as a service provider.

It depends on yeah.

So the the guarantees are gonna be, you’re gonna offer your guarantees to address their concerns, right, that your guarantee has to have a purpose, a goal, and your guarantee is literally to address their hesitations. Right? If they say they’re worried about this. You’re gonna offer a guarantee that, you know, that says, Hey, you don’t need to worry about it. That’s what it is.

But if they’re worried about results, like that seems to be the main thing, but it’s like, I can’t offer a guarantee around results.

What type of results?

Like, are they like well, I suppose actually this probably comes down to me targeting the wrong people.

Like, yeah, they just wanna know that they’ll that it will convert. But then I think that’s probably more where I’m talking people who with less money, who care more. So Yeah. I kind of answered my question.

No. Like, they’re they’re worried about results that they’re not gonna achieve the results sort of thing?

Yeah. Like, they just wanna know the copy’s gonna convert. Like, that that’s the hesitation. It’s like, can you make me more money?

So you can also guarantee something. Like, a guarantee is like, yeah, hey, it’s not just about results, but you can guarantee, so how I would answer that is is, like, I’ll show you what I would do, and then you can you can see there’s different ways to approach it I would show so say you’re a client, right, and let me open this up.

So I would say I would say to you, so I’ll pretend you’re the client. You’d say, well, how do you know you guys can see the screen?

Okay. So you’d say, well, how do you guarantee results? And I’d say, well, this is how I would address it. I’d say, well, you know, you’re working with us because we focus on on results.

You know, we we measure campaign success by ROI, and that really answers the question. Did you make money? And we we manage it around true ROI, not return on ad spend. So we take in account gross margin.

And you’re a business owner, so you’re thinking, okay. Good. This guy knows gross margin. He’s speaking my language.

And I would say, okay. Well, let’s say you work with us and we’re gonna launch a Facebook campaign. And then, like, yeah, we sent a thousand visitors and then would say we have it cost you ten thousand, right, to hire us. This is what you’re talking about is your conversion rate and say that your conversion rate is three percent.

That’s your landing page or your sales page that is gonna convert. This is how many customers, turn in, sorry, leads turn into customers. This is lifetime value. You’ll have to work with that with the client, and then let’s say it’s like sixty five percent margin.

So what I would say is while you’re hiring me for this metric, right? You’re hiring me because because most come in at around three percent. We’re gonna use that as a baseline, but we’re gonna have a control then, and we’re gonna work to increase that. So over time, you know, we can get that, say, from three to five percent and then watch your ROI.

It’s just gonna explode. But more importantly, what I wanna talk to you of it is I wanna make sure, you know, we don’t know how many your close, sales you’re closing yet. You know, if you’re only in most close around thirty percent, but like, hey, you know, you’re hiring me, we’re gonna work with you unconsulted at selling. We’re gonna put this at thirty five percent and watch your ROI.

It’s gonna explode.

Right? And so, and then we’re gonna talk about lifetime value, where we’re gonna do an upsell or something on the thank you page, and we’re gonna increase this by a hundred and watch the ROI.

So I’ve never what I’ve done is I’ve answered your questions. Like, I positioned myself as an authority. I’ve spoke his language, but I really promise nothing. I’d promise him that or her that we’re gonna have a control, and we’re gonna try to beat the control. Right? But I’m using my expertise to reinforce, like, hey, we’re all about results too. You see the subtle difference.

And that’s that’s the approach that we take. And it works really well because no other agencies talk like that. I can promise you. Like, no or marketers, direct response, direct response marketer would. But, a lot of, or copywriters, they won’t. But that’s that’s the language, that’s how I would approach it. So it’s a guarantee without you know, without a guarantee in a sense, if that makes sense.

Yeah. No. That’s good. Thank you.

No worries.

If I can just jump on that question Sure.

So you just walked through is what I walked a prospect through yesterday.

Good for you.

And it was it was good, but now that I now that I see you walk through it again, I realized I made some mistakes because my guarantee was more tying myself into a guarantee.

It okay if I share my screen and just show you Yeah.

Of course. Okay. Cool.

Okay.

So because the project is primarily just email marketing, So I didn’t include all those other aspects. So I just kind of took their list size, their profit margin, their average order value and their average orders per month. And I kind this is the so they’re currently doing nothing with email. So my guarantee in quote was, like, I’ll increase that zero, percent of revenue being attributed to email to twenty percent.

And by doing that, they’ll get a one hundred and forty additional, orders per month and this will equate to this amount in sales revenue and then profit. And then that was how I calculated the ROI. So for the ROI, just removed a monthly retainer fee. I gave them I did five six as a monthly retainer fee for that.

So I kind of tied myself into that percentage of additional revenue, like additional, email revenue, and I’m just wondering if that is dangerous as a guarantee to give.

Yeah.

I wouldn’t. I wouldn’t give that because you’re being ultra specific great. You’re guaranteeing, like, you’re guaranteeing the process. You’re guaranteeing you’re guaranteeing that, you know, you’re gonna do your job, you’re gonna do it well. And it’s like you have that level of expertise and that means that you’re gonna have a control. You’re gonna work towards beating it, and you’re gonna apply, like, proven frameworks, formulas, that’s that’s your guarantee. Right?

You you can say, like, you can, hey, imagine getting this and you can paint that picture and get them excited.

Right? Because that’s your ultimate goal. Like, if you’re not if you’re not increasing if you have a control and you’re not beating it, constantly, you’re not doing testing and stuff, then it the client’s gonna pick up on it. I would pitch that, but it is a subtle difference, though.

Right? You’re you’re pitching you. You’re pitching and you’re you’re using the results, like imagine, hey, and you’re building that excitement. But you’re letting them know it’s a process.

It’s built into into conversion copywriting. Right?

Yeah. I also gave, like, a timeline. Like, there’ll be some setup, there’ll be some setup time in month one. Month two. We’re just pull putting out the emails, so we’re still setting it up. So that guarantee was more of, like, ninety one twenty days from now. So that was kind of how I gave myself some room, but that’s still kind of dangerous.

I’ll say. Yeah. Just be careful on that. Like, you you wanna you’re gonna benchmark everything first.

And then you’re, obviously, you’re gonna benchmark because you need to show that you, you, you have to show success, right? But don’t don’t promise anything far as, you know, actual numbers. That’s that’s tricky to get into. Right?

I wouldn’t and then just promise, like, the the process, the how you’re gonna get in there, you’re gonna you’re gonna have these benchmarks. You have your controls, and you’re gonna work to beat them, and this is how. And then the how is conversion copywriting, right, the interviews, the the, voice of customer, all that stuff.

Okay. So if I can ask, what would you advise I do at this point? Because I’m having another call with them to, like, close the deal.

So kind of how do I back myself away from it, but still offering some kind some kind of Well, this it’s the subtle approach.

Like, just say like, did you say you’re gonna get I don’t know. Did you say you’re gonna get these exact these numbers.

Like, you’re gonna I guarantee within six months, you’re gonna have So it was a three month timeline for at least ten percent of revenue starting to come from email because they have a big list and the list is warm and they’re all How much revenue are they making now?

Like, do you know that?

As a company as a whole?

No. From the from that. Like, if you what is the the current yeah.

They’re they’re barely doing anything with email right now. But sometimes they send offers to the list and it convert and they convert. So that was what I was thinking.

Oh, I’ll be How big is their list?

Ninety k.

Oh, I don’t know. It should I don’t wanna say I I don’t know. I’d that kind of stuff, like, it’s I’ve I’ve been burnt on that. Like, it’s like you you think and it just I always pitch the process, like, see if you can you can sort of if you promise them already, like, see if you can dumb it down a bit maybe and just say, hey, you know, here’s here’s the benchmark. Here’s what we’re gonna start with. I’m gonna apply these. I’m gonna do this to try to get it to this, and this is hopefully what we can expect.

You know, but reminding them, hey, this is a process. Right? You can’t you can’t guarantee your but that’s the beauty of your process is you have a control and then you always work to beat it. Right?

That’s the way I would position it.

Okay.

Sounds good. Thank you. Yeah.

That’s a tough one. Like, it’s not, Right? I’ve been burned. I’ve back when I started my career, like, way back when I I learned a hard lesson from that. Just not to, not to.

Thank you. Yeah. No worries.

Any other Any questions on the process on the on building the site, using VOC, the survey data, Anything along that lines? On do we’re doing this for your your clients as well. This is also a service that you can offer to clients.

A lot of those pages, you’re just switching it up. Right?

They’ll have certification. We do this a lot for, for our clients.

Shane, if I can ask a question sorry. That’s, kind of adjacent to Abby’s question about, like, dumping audiences.

Like, so I did a competitor’s content analysis, but like what Abby was saying, I find that a lot of people making similar promises to what I’m claiming I can do are Like, it’s not just apples to apples with other copywriters. It is other digital marketing agencies.

It is coaches. And now, obviously, I’m getting, like, mega targeted with ads for everybody who does anything close to what I do.

So I just I guess, like, do you have any tips for narrowing down the competitors that you choose for that analysis or because obviously we only see the front end. We don’t know how successful that they’re they actually are or what kind of market where they have, or which ones we want to be comparing ourselves to and differentiating ourselves from.

Well, what do you it’s like, what are you defining us? For us, it’s revenue, right, market share.

What you can do for market share is you can look at their brand terms. Usually, phrases that people, brand term is not just the their name or their business name, but also the products that they sell. And you can gauge that as popularity. That’s that’s an option.

What else? If if you’re looking at revenue, there’s social shares. You can see how how popular the content is as well. That’s what we do. But you’ll find that once especially look at Google ads if they do spend a lot on Google ads, especially especially Google ads, not so much Facebook, but look at Google ads, and if they’re if they’re advertising, they usually know their stuff and then look at people also advertising within that space and then you’re gonna start to see patterns, right?

Especially in a competitor space, like if they’re paying six, twelve bucks a click, they’re they’re making sure it’s laser focused. Right? Yeah. That’s what we do.

Yeah, it just it it takes a while, but you’ll find it it it kinda leads one to another. Right? And then you do have to beat them though. You have to analyze them and you have to figure out, hey, like, you there there is your price of entry.

That that’s what, like, your prospect expects the the they come to your site. You have to meet this minimum requirement or they won’t consider you as an option.

You have to have that. And, give me an example. We had a executive health clinics. So there are certain people, these are private clinics in Canada, So there’s certain things that they expect a private clinic to have to even consider them.

Then you have to look at the competition. You say, okay, what’s something I can offer that’s gonna beat them? That still resonates with my ideal prospects. Something they want, how can I set myself apart because you need the apples to oranges compared person, right?

And if you’re in coaching selling products, that’s what’s going through their mind. Like, either saying, okay, I trust what you’re saying is true, and their product aware. I I trust what you’re saying is true. I I wanna believe what you’re saying is true, but like why should I choose you over the titian.

Why should I choose you over this coach? You know, why is your solution different or how can your solution help me solve my problem better than them? And that’s where you can differentiate yourself with, like, your USB.

But it’s not just your USB. It’s like how it works, like, how your secret sauce, your coaching program, how it helps them solve their problem. Like, it’s the secret that you’ve discovered that helps them solve their problem and get the outcome consistently better than everyone else.

And that’s something that’s pretty powerful and that’s that’s what you can use to separate yourself. That’s what we do.

And then you have that distinction. Right? You have your point of difference, your point of entry, your USB to sort of sum it up and then you use your credibility boosters. All the stuff like Joanna certification, your testimonials and stuff, you’ll use that to kinda support your your your u s p, like your apples to oranges. Does that make sense?

Yeah. Yeah.

So yep.

Being of, like, that’s that’s essentially where you’re going in for the differentiation.

Bingo. That’s that’s the good way, especially, like, if you’re in a coaching, that’s a level three market sophistication. And what that means is, like, people don’t respond to benefits anymore. They’ve heard it all.

The only thing they respond to and it’s getting to, but they respond to how it works. They wanna know why your solution is better than the competition, then they want to dig in because they want to learn it, right? You’re selling them a process, you’re selling them a secret, a results recipe, whatever you want to call it. That does x y z better than everyone else, and you need to sell them on that, but that’s going to create your apples to oranges.

A lot of your competitors will use like everyone Hammers home like reviews testimonials and stuff, that stuff is important. Yes. But you’re using that to reinforce your your your USB. There’s a subtle difference, but it’s really powerful.

Like, you’re using, you know, these credibility boosters to say, yeah, what they’re saying is true. Her solution is better than the competition. There’s a big difference, right, and then it’s reinforcing it. So that’s what I would do if you’re looking for that apples to oranges comparison.

Said, does that help?

Yep. Yeah.

Did do you have it unique? Like, have you have you thought of it? Like, how are how are you separating yourself from the competition? Like, what what angle have you taken?

Like, which angle am I not taking more? I think more about choosing like, I do on my talk about my process. So I have like, you know, immersion, creation, refinement is like my three step process, and I talk a lot about was of customer research in my marketing because I found, like, when I had that messaging, a lot of my competition was more about, like, speaking your troops, you know, and I was like, no, boo. Don’t, like, it’s not about your voice. It’s about your your market’s voice.

But I feel like yeah. I’m looking for what that needs to be now based on ongoing conversations about what my, one thing is gonna be.

Yeah. Like, why it’s if you can’t if I asked you right now, why should I choose you over the competition?

Can you, and that’s that’s the question, right?

And it’s like, and it depends on what you’re coming to me for.

Like, I that’s where so I’m I’m still in the mud about, like, what the offer is going to be. So I feel like I don’t know how to differentiate I’m, like, is it the dumpster you call energy? Is it the, like, something else?

So Let’s see what you’re saying.

So you don’t you’re you start you’re trying to finalize your offer. And then once you know your offer, what the the what, then you’re gonna then you can get into the sorta, I see what you’re saying.

We we do have, like, the the list that we’re sending you, I’ll share the screen and show you on his guys on it as well. We do have, some really good questions broken down by stages of awareness that will help you discover that stuff. And you can send where are we here?

Yeah. But also, I’m gonna send I’m gonna send all the the tools. But basically, those there’s ton. There’s over a hundred and they’re they’re different questions asked by different influencers in the space, and some of them are really good to discover the stuff that you should be, selling, right, to to create your offers as well. Maybe use that as a guide to get started.

Okay. Thank you.

If that helps.

Yeah. And if I may I might I have, like, the results of my competitors’ content audit in a spreadsheet. So I’d love to share that in the group if you wouldn’t mind, like, if you see an where you’re like, oh, there’s com then deems coming out.

Have you, have you analyzed, like, have you looked at what their USB is?

Like, do you know what their, have you, have you learned anything, like, looked for any patterns, or I, no, I don’t say that.

I don’t think there’s like one trend that I could take away. It was just like while there are so many people coming at this from different angles, that I feel like we’re all constantly the same thing. So where am I gonna go in my approach.

And who, like, describe your ideal prospect, like, in and and that was part of the exercise as well. Like, describe them in one or two sentences. Like, who who are they? What’s what’s their problem? What’s their frustration? What’s the outcome they want?

I would say established business owners in the online space. So usually course, coaches or experts who have a coaching program.

Who wanna go from, like, low six figures to multi six and seven figures with a signature offer you know, and they want their launches to feel easier and they want more consistent sales coming in everyone. So generating that monthly recurring revenue.

Absolutely.

They reached a plateau where they’re just not their signature offer isn’t they want to take it to the next level sort of thing? Okay. So that’s good. So now you, like, you’re you’re laser focused, right?

You’re focused on on a specific audience, like within a you know the income, the revenue that they’re generating from their offer. So that that’s a great start. I just figure, like, what how can you what so your offer is gonna help them, increase revenue. It’s it’s gonna help them get to the next level of benchmark of revenue that you’re you’re gonna whatever that is.

Right? Like, how does it how do you help them solve that? How do you help them get the outcome? And that, have you figured that out like your process?

No. Well, because that’s the thing. It’s like, which so far I’ve just been doing I’ve been, like, specializing Everybody I work with has a signature offer, but I have done all kinds of different things for them.

Like, the sales page, the launch emails, the I got you.

So I’m like, what is my best? I know the who, but, like, what is my best call for for that audience.

Is it more the how? Is your is the is it should just switch that maybe to how? Like, you know, you know the problem, you know the outcome, and now you have to craft an offer to help them achieve that outcome. And that that that is gonna position you or separate you from the competition. Right?

So if they want to, you know, what is what is the how that I feel confident I can deliver on? Like, what’s the how, you know, So what so what’s the exact outcome?

Like, in one sentence, what’s the exact outcome they want? In one sentence, if you can.

Doesn’t be perfect, but, like Oh, I’m gonna just so here, because I’m gonna use the words she banned me from using, which I’m, like, profitable signature offer.

Right? The to be to be getting back to, like, taking home more money from their existing launches, their existing offers.

Add more to their plate.

Okay. So that they’ve reached a plateau, you’re gonna help them get to the next level, whatever that is. Now you need to now you need to tell me and that’s your secret sauce. That that’s your u s p.

Like that or it’s a common it’s a combination of how it works how specifically that’s your offer, how specifically are you gonna help them achieve that? Because you have a secret you have a secret sauce that you’ve discovered and you’re gonna work with them and you this secret recipe that you have will help them consistently get the results and they don’t know it. You know it and you’re gonna share it with them. And that’s why you’re gonna create that.

I would say, like, stronger core messaging, like, doing the voice customer research and doing this, like, groundwork and then using that to inform their overall core messaging.

Sure.

Then updating the sales page based on that core messaging, making sure that they have audience attraction mechanisms in place so that they’re attracting an audience that’s gonna want that ultimate offer.

And then what I have currently been calling, like, golden opportunities, but it’s essentially like strategic sequences that upsell, like, upsell cross sells systematized, like, behavior based sequences on the back end to increase the lifetime value of existing customers.

Yeah. Like build on, it’s the that’s just build on that. Like, what you’re creating is your offer, right, and you’re explaining to me how it works with the ultimate goal of of if it’s to increase increase ROI, like, if what it you’re and you’re aligning a metric or a certain lifetime value, you’re aligning a metric to that. It’s very clear and just build that out.

That’s that’s how you’re gonna create the separation and then use your, use your social proof and your credibility booster to say, hey, yeah, what she’s saying is true. This stuff does work. And that’s what you’re gonna sell. You’re selling you’re selling a system.

Right? That’s the apples to oranges. So it sounds like you have a good idea, but that’s the fun of figuring it out. Right?

Like, it’s like if we have GMB as a product type service, so our secret sauce is, like, we go into Google’s web vitals and how, you know, every component of your GMB page, I’m gonna do a session on this. Every component of the GMB page, you know, we use proven copywriting formulas, your Citi page. We use a proven copywriting formula that’s guaranteed not only rank organically in Google, but when people go to the site, it’s gonna convert. And then we set up this.

So we’re we’re telling story and we’re saying, Hey, hire us over the competition. We have a proven process with secret sauce that’s going to get you the consistent results you want. This is why you need to work with us. And it’s like the secret, right?

Or what do they know that? I don’t know. And that’s that’s one of the tricks for product type service as well. Right?

You’re just you’re taking that offer and you’re you’re turning into something great. You ever seen that those shows, how it works on TV? Remember those TV shows? That’s that’s exactly what it is.

Just think in that way. You know, it does this, does this, does this, and it helps them get better than anyone else. And that’s that’s how you really can, beat the, the that’s what I do. That’s that’s how you beat the competition to put a spin on it.

Does that help? Does that make sense?

Or Oh, even just talking through it has helped a lot.

So thank you.

Yeah. No. No. It’s, and that’s, yeah, put it up to, like, competitors. It’s always good to get a second eye on it.

I can look at it from a SEO like perspective and I can tell you, I’m happy to look at it and say, hey, definitely put it up so then everyone can benefit from it, but we’ll look at especially keyword data and Google ads. It tells a lot and you can use Google trends. Tells it all, we can look at their brand terms. Brand terms are great because it’s really gonna tell you, the popularity of their their products and services.

Right?

And especially their coaching programs, you can get a good idea on on, the popularity just by that alone, right, and Google tells you all stuff. And then you can do trends and you can compare it to everybody.

Yeah. So, yeah, put that up. I’m happy to do that.

Any other, any other questions?

No. Okay.

Or any, yeah, true.

Really quick question.

Do you do you recommend, like, having our certifications and badges on the site?

Because, like, Like I’ve always just had them because it assuming it improves credibility, but then I’m also like, do my clients like care that I’m a certified conversion copywriter like, oh, does it just make me look more amateur?

They they care about themself. Right? They don’t they they just wanna, like, ultimately, they care about them and it just, yeah, it helps, but use those to reinforce what you’re saying. Right?

It’s not the end all. Like, it’s not it’s it doesn’t is it is it gonna help? Yeah. Like, is it gonna help to have a logo from Joanna saying like, hey, you know, she’s certified of course.

It’s it’s just gonna say what you’re saying is true. Right? But you’re gonna use that. What we talked about earlier is, like, kinda reinforce your your system, your secret sauce.

Right? That’s the way to use those. Those are like tools to to really support, your messaging. That’s the way I use them.

Right? Like, your credibility booster is gonna build authority and trust your social proof is gonna it’s it’s gotta prove what you’re saying and true. Those are numbers backing it up.

That’s that’s the way we use them. So, yeah, use them. Of course. What are you worried about looking amateur with them? Like, in what way?

I don’t know. It just feels a bit like, hey. I’ve, like, done a training. I don’t know.

Do you know what I mean or is it just do?

Like, I’ve had this conversation with a few people, but is it time to take them all? Like No.

You’re okay. So you gotta you gotta your copywriter. Your your director’s you’re you’re a copywriter. You gotta spin that. So you’re not certified, Joanna.

You’re you’re trained in the the most advanced copywriting technique on the planet. Joanne is considered one of the top copywriters in the world right now. You were personally trained by her. You know her like her like that’s the way to to say it.

That’s not training. Right? These are these are your secret weapons, your secret sauce that you can help them You know, you know, this stuff. That’s the way to position it.

Don’t position yourself as a we’re all students, but you use them to build your authority. Right?

Yeah. That’s such a good point.

Yeah. Like, say, like, we, Google Google ads, like, we work in the EMR. So she’s she handles our our Google ad stuff. She’s top three percent in, Google ads in the world.

Right? And she puts up her Google ad certification, right? And she’s she says, here’s the certification. This is part of the reason why on top three.

Because I take I took all this training. I stay up to date. You know, I look at current trends and I know my stuff. Right?

These are all the books I’ve read in a year. You know, I read hundreds of books just to It changes. It evolves all the time. And she does that because she knew one of the one of the issues clients have is Google ads changes on a dime so fast.

Right? So she’s like, hey, don’t worry. I know this stuff. This is I I look at all the training I got.

So she’s using that to reinforce her messaging. Right? That’s the way to look at it. And try to incorporate it that way.

Sell yourself.

Right? That’s the it’s it’s all it’s all useful.

Boom. Cheers.

Yeah. For sure. What is there a logo that’s like specific one that you’re worried about though to put up?

No. Just like my copy Acres ones. I was just like, is it?

Hobby Acres. Of course.

Join is like if it it’s, of course.

I just I think it’s because, like, because I’ve got my testimony from Joe, and then I’ve got her, like, the featured in, and then I’ve got the training as well. And I’m, like, is this just making it look like I’m just like all copy hackers? Like, do I need to kind of get out of that umbrella a bit and have like, different certifications, because then it’s like, I’m trained by her but also, like, work from her. And it’s like, I don’t know. We’re just and a power note about it.

Build on it. Like, we do there’s a we work with some, especially in, like, the b to c space, like, where we have a results page and, like, half the page is, like, is credibility and we we paste that stuff. Right? Everything from, like, organizations, and it just everything helps.

Right? It’s like that, wow. Okay. This person knows their stuff. Not a an issue, but yeah, put that stuff up.

Just just make it if you can try to make it, try to connect it to something, right, to reinforce your messaging in some way. If you can. But, yeah, copy hackers, that’s a huge one. For sure.

Okay. Yeah. I I think I need to just put, like, a cross head above it that Most of them. Yeah.

Thank you. How did copy hackers has how is it? How does it help you get results for your clients?

Woah. It’s yeah. It’s like the conversion stuff, isn’t it?

Like, there is the the method, but I guess it could, like You network daily with some of the best copywriters on the planet.

So if you have a problem that a client needs to solve, you think you could jump in on the Slack channel and ask a question?

You have access literally to some of the and that’s that’s you see how you positioned it, and it’s true. It’s not just a logo. It’s like it’s what they have access to, what you have access to. It’s just acquired knowledge, right? And that’s the value in this stuff, and that’s the way to position it. This group.

Right? You know what I say? It’s big bucks to do you they couldn’t just go in and ask Joanna or someone question. No.

You have to you you pay them big bucks. Right? You can that’s the whole point of it. Right?

Does that make sense?

And I I mean, yeah, like, I have wondered about that.

Like, about whether I can kind of say that, like, because I’m offering like, but I’m offering like a consultation package at the moment and it’s new And I was thinking, like, can I throw in, like, that I have access to, like, some of the world’s best copywriters?

Or is that No.

You think that’s It’s true.

You’re part of you’re part of the the the the copy hackers pro community and you have a private invite only Slack channel. And in that channel, you always share tips and advice and you work together and you work with some of the best copywriters in the world. Which I’m saying that. Of course you can.

That that that’s a huge and that is your that’s you started to, that’s one of your USPs. It’s one. You can have you can have ten of them, but that’s you’ve just said it. And let’s let’s so now you’re saying, hey, I have access to not I wouldn’t say access, but you’re part of this private community invite only and then you you gauge what we talked about early results.

You you it’s a proven process where it’s built off of control, and you measure success by ROI, and it’s you’re you’re promising something but you’re not. So right away, that’s what we do. I just beat the competition on two usps. You can’t touch me on that.

Right? And especially the one that we talked about with the ROI agencies don’t talk like that. They don’t they don’t understand the concept. And then if and then if someone does beat me or match me, then I get in the consultative selling, say, don’t worry.

We’re gonna work with you because we know the sales close ratio is what has a major impact on your business. So we’re gonna we’re gonna take that sales close ratio from thirty to this. And then someone else matches me, then I’m gonna talk about, hey, we use proven copywriting formulas. We’re gonna increase that lifetime value with some upsells.

So it’s like you’re always you’re always beating the competition in a step ahead, but you’re you’re creating tons of value for yourself. Right? Does that make sense?

Yeah. Yeah.

Yeah.

So to piggyback on this real quick, Shane, do you see this is like making a claim about having access to this kind of ongoing skill development? And then you use the certifications as like a trust builder after next. You’re gonna wait here it that way?

Or Yeah.

Like, say, what I would say is, and and I do say it. Like, what are you? I’m a I’m a copy hacker pro coach. You know, we we we have a private community.

Like, you’re you’re stating the obvious. Like, I wouldn’t say it’s like be careful how you say it. Right? But that’s that’s a fact, right?

You have and that’s a lot of value for clients, right, especially when you hear invite only private access, exclusive. They love that stuff, right? And it’s true. We we help each other.

We work with we do work with some of the best operators in the world. There’s there’s no reason why you can’t say that. It’s true.

Right? And it just it just one more thing to add that. It’s like your u s p. Right? It’s not the tell all, but you’re using that to reinforce. That’s what I do. I don’t see an issue with it.

Yeah. Makes sense. Yeah. Does that does that answer your your question?

Yes. Yeah. And it’s like it’s always there’s so much, and it’s like you sell yourself. Like like David Olegov said, if you can’t sell yourself, you can’t sell clients, and there’s there’s opportunity.

Everything you do, there’s an opportunity a way to position it that sells, right? And it’s it’s done tactfully and it’s true. You don’t lie, but like there’s so much there’s all of these masterminds that people are part but then they don’t mention it. And it’s not a mastermind.

This is an exclusive group of some of the best trained experts in the world, and you’re staying up to date on the lay industries because the industry changes on a dime and as an as a specialist, you know, you need to stay on top of that, you know, and and not and then you back that up with you know, the certifications, and this is why you’re getting the certifications. So, you know, and it’s it’s pretty powerful stuff, but you’re telling a story. Right? And then you’re you’re using that all of that to reinforce your your messaging, your, what I call your, like, your secret sauce, your secret recipe, We do that with GMB all the time.

Right? Or, like I said, our product type service. Right? We have certification I’ve never heard of.

Like, I’ve, they don’t they don’t know. It’s probably, but it’s I’m part of forms, I’m part of communities. I’ll join up to, there’s one I wanna say it, but I’ll join up to this one community which is really well known in the GMB space, and it’s like fifty bucks a month, but I I’ll pay the fifty dollars a month because it it’s really well known, and it’s a credibility booster. It reinforces and it helps us sell.

Right? It’s so there’s that’s the way to position the stuff. Right? There’s opportunity with it.

Does that help?

Yeah. It’s awesome. Yeah.

Any other, Any other questions? Anything?

This is more of a comment. Sure.

I think we know you as the process guy, but I think you might need to be.

I think you’ve, in my mind, you’re now also, how to sell yourself. Like, you’re really you might be able to teach a course on how to sell yourself because you make it sound so easy and convincing. You know, when you talk, I’m like, nodding alone. Yeah.

I’m like, that’s so true. That’s and then, that makes total sense. And then I walk away. I’m like, okay.

I don’t feel as confident anymore. And I what was he saying again, but you have when you’re talking, In the moment, it’s so convincing. Like, yeah, what you say is true and it sounds it’s not made up. It sounds good. It’s not made up.

I don’t know. Anyways, all I’m saying is I feel like maybe there’s an opportunity for you to teach course on how to sell yourself?

Yeah, we did. It’s consulted. We had consulted it. So thank you. Thank you, by the way.

But as we, we started PR and then it went in the consultative selling. And consultative selling is really like direct response. Like, a lot of this stuff comes from, you know, Joanna said to me, study direct response.

That is the the the holy grail. Right? And it’s it’s all about eliciting a response. You want them to take action to do something.

And to to to get them to take action to do something you need to understand them. It’s getting in their mind of the customer. It’s that simple. And once you know the problem and solution, their hesitations and concerns, and you draft a guarantee.

Good luck. And then you create a USB, like, to solve their problem and you show this as a secret sauce, why wouldn’t they choose you?

Well, when you talk about it, it sounds so obvious, and it makes a lot of sense.

But I just I don’t have that same confidence when I walk away.

From this session.

I don’t know if that makes sense.

Yeah. But we can I can help him with that? It’s like, it’s not, yeah, the thing with this, like, director.

You’re talking this up and you’re talking our experience, I’m like, yeah, that totally makes sense. That is exactly right.

And then somehow I lose it from, like, it’s like because there’s a lot going on.

Right? There’s there’s so many moving parts. Like, when I was in the space, it took me it wasn’t until, like, three, five years till I, like, when I first took Joanna’s training, like, it’s, like, fifteen years ago, I didn’t know I was, like, I would I would take the training session and be, like, what the hell? Like, it’s, like, I was like, I I remember going to training saying, like, this is so complicated.

Like, you have to almost be like a scientist just to understand that stuff. And then eventually, it starts to click. And then eventually you understand the stages of awareness. And then you understand stages of awareness are all about, you know, what does the customer already know?

It’s that simple. And then then you think, oh, they already know. That’s okay. I I can answer that question.

And once you know what they already know, now you can start selling them. Right? And it’s like and then you see patterns. Like, for sales, we use Joanna’s question all the time.

Like, you know, what brought you here today? Shut up and listen. They’re gonna tell you the stage of awareness. And if they’re like solution aware, they’re gonna say, you know what?

I’m considering different problem, different solutions. I’m considering you but I’m also not sure if I want this procedure or not, you’re like, okay, solution aware. So you’re not gonna hammer home why you’re different. You’re gonna sell the solution.

But definitely gonna say, you know, I’m comparing you. I’m sold on what you guys are doing. Comparing you to this clinic. Okay.

Your your product order. So I’m gonna sell our USB. Why are we different? Why should you choose Oz?

If they’re most aware. You know what, Evan? Yeah, I’m convinced to go with you guys. I’m just trying to find like a date.

I’m looking for my schedule. What they’re really saying is I want a discount. Hey, we have a limit, we have a date opening up next week. You’ll save three grand.

Can you make it young problem, right? So that by asking, by understanding those stages, you can start crafting messages, right?

And then you can start to see patterns in it as well. That’s what that’s what I would start anyways. Like, are you familiar with the stages of awareness? How they work?

Yeah. Yeah. So I learned like study that. There’s a good book I’ll post on the the Slack channel.

And it goes in the after I read that book, it really hit home. And they break he breaks it down in in detail on how to use it as well. And start with that foundation, and then things will start to and then just to understand, you’re just in the business of selling problems. You’re not in the business of, of selling you or solutions.

You, you solve problems. And then and then your your job is to is to figure out and show them how your solution solves the problem better than anyone else. And that’s your, that’s your secret sauce, your u s p, right? That’s it.

And then that’s the fun part, this, the, how it works, the, the secret recipe, the thing you’ve discovered. And then and then you’ll find you’ll just put a different spin on it and someone will beat you and then you’ll put a different spin on it and you’ll put a different spin. Right? I think there’s like five different versions of the rule of one out there.

I know. But when you explain it, it does sound so easy and obvious.

No. But it’s but it is.

It’s kinda like just focus on those I love the confidence.

No. But it’s but focus on the on this on a it’s a simple pros. Like, even the process I just explained to you, what did I say? All you need to do is you need to figure out who your most profitable customer is.

You need to interview them. You need to once you understand them, you create a profile and avatar, so you can target them. You include demographic cycle graphic because you can use the demographic for campaign data like Facebook, use a psychographic to get into their mind and sell them. Then once you know that, you just create your USB because now you know the problem.

You create your solution. And then you just you you make sure that that solution beats the competition, but you’ve analyzed the competition because now you know what they’re all saying. So you make sure you’re saying the same thing except you’re going a layer above that and you’re beating them with your USB. And because you spoke to them, you know exactly what to say because your customers are gonna tell you.

Right? Simple things like, you know, what what features did you like best? Shut up and listen. They’re telling you why they chose you right?

And those those are those start building on your USB, and then one of those features may be the secret sauce that you get into how it works.

Right, and then you start building layers. That’s it. And then you use a couple of key metrics, like the metrics I showed you on the calculator, there’s only like four there’s three metrics. There’s conversion rate on your your thing. I’ll show you show you quickly as well.

And this is a good one as well to get into. Like remember this as because don’t get focused on. You can see the screen.

There’s only a couple of metrics that move. And as a business owner, just this is like remember what I’m telling you. And when you talk to a client, special a business owner, this is how you sell them. K.

There’s only a couple of of metrics that move the needle in your business. And if you increase any of them five percent, you see explosive ROI. Okay? The first one is your conversion rate.

This is your sales page, your landing page. This is what they hire you for to bring that in. Right? So if you increase this by another five say say you put this to ten percent, Watch how much more you make the client.

A lot of money.

Okay. The next one is your close ratio. This is and this is where agencies fail. They’ll send tons of leads, qualified leads.

But if those leads don’t book, what’s the point? And that’s where agencies fail, but business owners know this is a problem. They’ll say, well, everyone promises leads and you say, well, we’re gonna measure this ratio. And this is this is this is important because this is your close ratio.

And we’re going to apply consultative selling. We’re going to put this to fifty percent, and they’re all they’re all between twenty and thirty percent, by the way. That’s just you can count on that. We’re going to put this to fifty percent.

Look at their ROI. And then they also understand lifetime value and you’re how do you increase lifetime value? We know this stuff. You, you put a order on the thank you page.

Opsol, right? And you increase that even by another one hundred bucks explodes and then this is the secret sauce. This is agent part businesses will know what you’re talking about here is everyone puts this as a hundred percent. Right?

This is your your profit. So everyone uses this metric, but that’s not ROI. That’s return on ad spend. Even Google gets it wrong.

So you’re telling them, listen. Your lifetime value is two thousand two hundred. I know not all that is profit. And they’re like, yeah, exactly.

That’s my gross margin. Exactly. So let’s put you in and there are these remember these numbers, these are the same across the board. Okay?

Your gross margin is around sixty, sixty five percent. Yeah. Yeah. Maybe fifty between yeah. Exactly.

It is. Okay. Great. So we’re gonna put you at sixty percent. I like to be a little conservative.

Let’s put you at, say, forty percent. K? And Now I know your net profit is gonna come around say like twenty, twenty five percent. Those are that’s available information as across the board.

Those are pretty standard numbers. And now the business owner is going, oh my gosh. They totally get my business. They understand me.

Right? And this this is what I just showed you as direct response, you’re showing results, you’re showing value, right, but you’re selling this is part of our USB. This is one of our secret sauces. Right?

We’ve now it works every single time. Does that make sense? Like, it’s how it all works together?

Yes. Just learn those things. It’s it’s not complicated. Conversionary close ratio, lifetime value, done. Those are the only metrics that matter in the business.

Nothing else matters, right? And as long as you’re driving qualified traffic, this matter. You control these, and it’s, it’s so simple and so easy. And then work with them on this, this, this, this, and you’ll notice that when you get businesses busy, because then you you start flooding them, then it’s always an operational issue.

They start to break down because they can’t handle the volume, right, and then their profit margin searches and then you have to work with them to build that up. But that’s when you get into, Hey, I want I want a percentage of sales.

Right? So a lot of clients that we what they used to be clients, but now we we do profit sharing, right? But make no mistake. I know the numbers because the first conversation you need to have with a client, the very first conversation is what’s your lifetime value?

What is your sales close ratio? What is your conversion rate? What is your cost per lead? What’s your your your cost per acquisition?

Right? Because if you don’t have those conversations, you can’t advertise and don’t count on Google to tell you. Google’s system is optimized around cost per lead. Sorry, cost per acquisition.

In your space, in our space, it’s actually cost per lead. You have to go back a layer, but Google doesn’t tell you that. Right? Don’t even measure six that you can import your your ROI into Google ads.

You can do that stuff, but Google that’s like hidden secrets that a lot of people don’t know. Right? There’s another USB, We know this stuff, right? So that we work with clients.

So when we do Google ads, we we measure success by ROI. True, did you actually make money and we link it to the CRM. So I wish I could show you. We have a client who has, this one, our u s p.

So we have a, CRM, So what we figured out is we take lifetime value. So when their patient closes, what we do is we we use Google as API and now we know the exact keyword that that close so we can tie revenue to that keyword. See how powerful that is? And then we can use that metric inside of Google ads to start optimizing campaigns.

That’s data driven. There’s our other that’s another USB, why you should choose us, and you keep on building on that.

Make sense?

Yes.

Yeah.

I just wanted to mention, I really love this method of selling because it makes it feel more logical. Like, look at the numbers.

Like, if you’re turning away from these numbers, then you’re actually making an illogical decision So I really like this method. Yeah.

I’ve never met a client who put me in front of an agency, put me in front of a if if I put me in front of a client, client, like, who works with an agency, you go through this, they’re gonna sign up with you. We still have a client Joe sent to us fifteen years ago. Right? And it’s not that we’re, like, super great at what we do is because we know the numbers, and we just, like, I don’t I don’t even like Google ads, it just once you once you know and you tell Google, I only want you to optimize campaigns based off of revenue using first click attribution to the original channel.

You you can’t lose, like, you you you’ll make money. Right? And then it’s just monitoring those metrics and going and just don’t over complicate but I didn’t invent this stuff. This is like stuff that was talked about in the forties and fifties.

This is direct response, pure and simple. It’s that, it’s that easy. Joe put me onto that, and study that art, study, and then you’ll start to see the patterns, and you’ll see how simple it is. Understanding a problem, offering the solution to solve that problem, separating yourself from the competition, monitoring these metrics, growing your list, selling to that list, sorting by lifetime value, most aware audience, that all that is is is the people, there’s two types of most aware.

There’s there’s the the the people who are on the fence, they wanna purchase with you. Maybe they were they were recommended by a friend or something. They’re convinced you’re the solution. They’re most aware.

They just need a discount. And the other most aware is that they’re on your list they’ve purchased from you previously. Find out who they are, segment by that. Those are your repeat purchases.

Those are your most of our audience, and then just hit them with discounts. That’s it. Where’s the thing on this? Do you see this right here?

I don’t know if you see my screen. Do you see this?

So this is brilliant. So this is like how simple it is. This is from IBuy direct. I purchased these, glasses, I buy direct, and every month I get a card offering a discount.

I’m most aware. I am their most aware audience I’ve purchased. They’ve segmented because I know I’ve made multiple purchases and every month I get it to a card. Hey, purchase again.

We’re thinking of you. Thirty percent off, forty percent off. That’s it. That’s all it has to be.

But there’s so much opportunity in that, right, because no one’s doing this anymore, but it’s as simple as that. That’s direct response.

Make sense?

Yeah. My takeaway oh, sorry, Esther. No.

No. Go ahead, Carla.

My personal takeaway from all of this is let the facts and the data speak for themselves. You know, don’t go down by, you know, I think that my problem is I kinda let myself I just, you know, I get in the way. Like, I just step away and focus on the facts. Like, I think it things are simple to you because you strip everything away and it comes down to the data and the facts. And so to you, it’s very crystal clear.

The benefits and the, you know, what we’re offering. But I think so many times, I, you know, my emotions get involved in my you know, my insecurities or whatever. Like, I bring all that in, I question, bring in all these questions that maybe, I’m making complicating things for myself.

I I work with copywriters because I’m not, like, technically, I’m not a copywriter. I’m a direct response marketer, and copywriters are much better. Like, I understand the psychology behind it. But there’s also there’s the it goes a layer deeper, but I focus on the basics and it’s not.

Some people it’s it’s just that you strip everything down as much as possible and you fold it works for us and it, other people like to be more creative. I’m not I’m not creative. I’m far from it. Like, I’m I just it’s not in my it’s not in my DNA. Right?

But it’s just, I know a lot of copy readers are, but, yeah, it just focus direct response as much as possible, study direct response as much as possible. I think you’ll you’ll like it. It’s all based on data. It’s really straightforward, right?

And then just strip it down and simplify.

It’s fine. When you think about it, all the stuff you can do? Yeah.

I love it.

And then you’ll start making money for yourself, and then you’ll realize, holy crap. Why why why am I not why am I doing this for other people? Right? And then then you get into the real fun stuff. And then it’s all about, you know, yeah, and then it’s about enjoying enjoying life. Right?

But I’ve screwed up a lot of times. Like, I’ve I’ve lost over a million dollars. So I’m not I’m not like trust me. I’ve learned I’ve made a lot of mistakes.

I opened up a clinic in LA, literally, I lost from that six hundred thousand. Right? I learned from my mistakes and it’s not I don’t know But that’s the beauty of of the process of direct response, even Joe’s process, you know, testing and learning that’s built into it. It’s baked into it.

Right? Everything you do is an experiment and you go into it, you build your landing page. You you don’t know if that’s gonna convert. Like, it tells us that should be, you know, long form landing pages convert.

That’s not true all the time. I know for a fact that we’ve put up pages and and like a paragraph converted more. It’s like, how the hell is this happening? Or an image we thought would work is it didn’t, or we were messaging was to a product of our audience, but it would they didn’t but then we put up a discount and everyone purchased.

You’re like, this doesn’t make sense. But now you have a control and you can get in there. You can start figuring it out. Right?

It’s not it’s not perfect, but that gives us to I screw up, I fail every day, right? Every single day, I wake up, I make mistakes.

You know, but what you’re feeling is normal. Don’t I feel that way. I hate, presentations. I don’t like presentations. I hate it. I’m I’m logical. I’m not creative.

Right? And I’m I’m what we call visionary. I’m not an integrator. Right? I have teams and I delegate all this stuff to them.

So it’s it’s very uncomfortable for me to do. Right? Because that’s that’s the way I’m just I’m wired.

But you so what I’m saying is those feelings you’re feeling normal.

Right? It’s completely normal. Right? It’s just everyone everyone thinks that.

Make sense?

Yeah. Yeah. Like, it’s, especially with my team, I hear that all the time. So it is tough, like, it does hit me, like, to hear it because I, it’s and a lot of people feel that in the space.

A lot of people think like impostor syndrome, you know, I don’t look like I’m not an expert. People are gonna think I’m an expert. I don’t know my stuff. Like all of that is completely normal and even people who are in the space who are experts and influencers, they all feel the same.

They’ll journal, they’ll have coaches to deal with those emotions, and that’s the trick. It’s like once you understand that everyone feels the same way, and everyone like, I don’t know. I’ll put you on a secret. I don’t know if you guys have noticed on the the slack channels.

I leave spelling mistakes on purpose. And I I do that intentionally because I’m dealing with, like, with, like, you you take those emotions and then you you make them work for you. And eventually you start building this, like, this wall where it doesn’t matter, and then you realize the world doesn’t care. Like, people that really don’t care.

Has anyone noticed those spelling mistakes I make?

See? Like, it’s like, no what, nobody cares. And it’s like, but I used it ten years ago, I would be so petrified and it’s, but it’s building in that stuff. Right? Like I said before, it’s a bit out there. But, like, I’ve gone to a grocery store, laid in the middle of the grocery store to see what people would do. People walked over me.

They don’t care.

I know it’s a bit out there in Farfetch.

It’s a bit wonky, but it just puts it in a perspective, right? But that’s why people get coached They they work with coaches like Joe said. The coaches aren’t teaching you the practical stuff. They’re teaching you how to deal with all these all these these feelings that what you have are normal. Everyone feels. Imposter syndrome, I think, is the biggest thing students deal with. Right?

But it’s normal. Just remember that Do it anyways. That’s the model. Right?

Yeah.

Anyway, sorry to go off on that. It’s during topic of mine.

Any other, yep?

What resources you would recommend to, like, start off learning direct response.

David Olegle, the one of the legends, the tons. Like, there’s, yeah, there’s tons of books. I’ll I’ll put up a bunch of options.

Yeah, but see, the USP is based off of this one’s scientific advertising.

That’s the whole USB concept where it came out. All, like, all of this stuff that were, like, the direct response, the rule of one. All of this stuff is is it’s just it’s been around for like the forties and fifties and just people are building on it they’re putting like the digital spin on it, but much smarter people figured this out way before. Like they would launch million dollar campaigns with paper.

They didn’t have, like, Excel back then. Right? So they had to simplify it. So one of the rules was you just you assign lifetime value to the original channel, such a simple concept, but today marketers think attribution, this that you have to have that.

That’s not true. Oh, you just need first and last. Use lifetime value, your attribution.

Second click, that’s gonna tell you which campaigns are closing. And then or your first click is gonna tell you as long as you link lifetime dot, like, it’s it’s so simple that we like to complicate stuff, right? We like to have all these different models and then Google says, Now you need AI. You need AI to do that. Yeah. It depends.

As long as you’re tracking ROI to the original channel and you’re using revenue then then it matters, But like how many people, if you guys know clients are using Google ads, I can guarantee that they’re using data driven, but here’s the here’s the messed up part. I don’t know. I’m sharing my screen. Right? So let’s say I send the they’re spending all this money and it’s a ten percent close ratio, right? And everyone’s thinking, oh, this campaign’s doing really well, and Google’s optimizing around this threshold because it’s sending you a hundred delays. Here’s the problem.

Only one of them or zero have booked. The client’s losing money, but Google doesn’t know that because you haven’t closed the loop. So Google’s optimizing around this. That’s what data driven is.

You have to pick the metric. It’s scary.

And everyone’s running around thinking everything’s working for them. It’s not because they’re not closing anything. They’re all shitty leads. I’ve experienced that.

Right? So Google’s optimizing for shitty leads because they’re not they’re not optimized running metrics that matter. Right? So imagine if you’re pumping you know, all of this money.

Now you’re getting into this and say you’re five, like, this I’ve seen this. Like, we did a Facebook campaign which on paper was really well. We generate thousands of leads. Guess what?

None unbooked.

Right? And every business owner you talk to, like, I I I literally, like, fired a client one time. I said, like, I’m not they’re like, we want you to do Facebook advertising. I’m not doing Facebook.

Why? Because I know it doesn’t work. Well, why do you know? And they I’m like, because those are vanity metrics, right?

But it doesn’t, it doesn’t, I don’t like Facebook anyways. It’s it’s like a long term play, but anyway, that’s a totally different story.

Sorry to rant.

No problem. That was really helpful.

Yeah. Thank you. But have fun with it. Right? Like, I’ll I’ll give you some resources on it.

Like Joe’s training, obviously. That that’s peer direct response as peer, computers are copywriting. That’s amazing training. Like that that studying, that’s where I started my training.

And then like Joe said, she mentioned to me as well. Study response, the Grates, your David will hold these.

And you’ll notice, it’s it’s pretty straight. They all preach the same stuff, right? And then just, and then you’ll start to you’ll start to see a pattern and give it a couple of years, but it’ll sink in, right? Then you’ll start looking at stuff and saying, oh, that’s this stage of awareness.

Oh, this is stage of awareness, and then you’ll get mail. It’s like, oh, sign up for everything like every I get so many letters and it does my swipe file. Right? It’s you everywhere you go, go to a national enquirer and sign up for all those little things at the end.

Those are direct response marketers. They know their stuff. And then watch what they send you and step back and start analyzing it. Right?

All of those place. What’s another one? Like, what’s another one like inquire? All those book, look at those those full page ads.

They’re making money can guarantee it. Those that’s a lot of money to be put in there. They know what they’re doing. That’s peer direct response and see what they see what they sense, see what they do and learn. Right? I love doing that, so.

Cool?

Very cool. Thank you.

Yeah. No problem. Any, any any other questions or Okay. Yeah. So hope that, yeah, I hope it was helpful. I look forward. Put up the anything anyone wants me to look at.

Like, put it up in the channel and, Oh, do we get a I do have a question.

Do we get a, do we get the competitive analysis template? Will you be sharing that?

I can. If you want, did you wanna copy of it?

I mean, yes, if you don’t mind.

Of course. No. Of course. Any, the competitor analysis, anything else.

I’m gonna share the, let me show the oh, yeah. Actually, this is a good one. Let me show you guys because, you know, Joe talks about your spit draft and wire for me and whatnot, and when you’re doing your, when you’re creating your pages. So this is what to do.

Do do do do bear with me while I open it here.

And then the survey data, you know the training on that where you take your survey data, you put it in your messaging, and then you take you apply proven copywriting formulas after that?

Yes.

Okay. So that is the so that the concept that we went over will share the whole wireframe with you.

But we have, all of the pages mapped out. And then it’s just really the, the what versus the, the how. And then you just focus on what you wanna say. If it’s yours.

Yeah. I’ll take it out for you later, but it’s a whole, it’s a whole sequence that, anyways, I’ll share it with you. I thought I could find it I’ll share all this with you. I’ll share the competitor research.

I’ll, what else? The, this bit draft and wireframe, the survey questions, that we have. So we analyzed all of the, every copywriter known. We we they all have questions that they ask and then there’s also story frameworks.

So we have the we can pile this massive list of questions that are designed to get a a response from different people. And then you can pick and choose which ones you want, and you can ask those. We’ll send those as well.

Okay. Great.

And then just having fun with it. Right? And, but anything else, anything else you want me to look at on the forms? Like, yeah, put it up, and we can, Happy to look at it too. Oh, we’ll send our, the UVP, sorry, the avatar that we use as well.

Okay?

Thanks, James.

Okay. Thanks, everybody.

Bye. Bye bye.

 

Worksheet

UVP

Worksheet

UVP

Transcript

So today, we’re gonna go over how to, build your authority site. We use this process, not just for, well, you can use this process for yourself, but we also use it for clients, and you can you can apply this across, different niches.

So I think if your member’s telling me this, like, fifteen years ago, Joanna, when I took the I think it was the the freelancer, the hundred thousand dollar freelancer, whereas really, like, the the main goals of your site is you wanna grow your list, you wanna sell your stuff, and then you you sell your other other people’s stuff. I remember when you said that to me, it just it really hit home and that’s, of course, it’s it’s true.

And that also may ultimately leads to the the top three things that that or the top three goals that we make sure all of our authority sites, achieve. First one is it needs to drive leads and sales. Second, it needs to build authority and trust. And the third thing is it needs to get remembered and shared, which I I know Joanna touched, on that the last meeting that we had. Now the metrics we used to measure success. We make sure that all of these are aligned to the goals that I I just discussed.

A lot of these are, super important. The the big ones are your customer lifetime value, your list growth rate, your lead conversion rate. A lot of these metrics if you move the needle even five percent, you’re gonna see a a lot of growth. So, we tend to focus on these. Now what we’ll do with these metrics is we’ll actually create a scorecard, and we’ll monitor them either weekly or monthly depending on on which ones.

More importantly, the is you wanna make sure that again that these are aligned to your goals.

I suggest you stick with the top three, but if for whatever reason, your your client or yourself, you wanna achieve something else, just make sure you can prove success or measure success.

So we’ll get into, the first step is really defining on what you want your site to achieve, what your the goals are, we’ll get into this actual process that we use to create the site.

It starts with identifying your most profitable customer. Now, what we suggest doing is you wanna identify the four percent of your customers that generates sixty four percent of your revenue.

We do that. What we do is we look at our customer list and we use lifetime value as the metric and then also repeat purchases or the number of purchases that people have made. And what we do is we we take that, we segment, and then from that, we’ll we’ll discover the four percent, and that’s who we’ll start with first.

Then we’ll use that list, and we’ll we’ll sort of pick and choose the next customer to start with, and then we’ll work through it one at a time. Basically, targeting a specific niche or market, and then moving on to the next.

The next stage is once you’ve identified your your your ideal prospect, you have them sorted, then you wanna conduct center interviews and and surveys and interviews.

We start by interviewing the customers, you know, your typical sort of what challenges you’re facing, you know, how’s our product help to your favorite features, a lot of these questions, and and I do have a copy of the, I think we have, like, fifty. No, I’ve actually over a hundred questions now.

Of different ways that you can ask them, and different, they’re all organized by stages of awareness, but I’ll share this with you at the end. And essentially, what you’re looking for is not just understand the problem, understand that obviously the outcome they want or the solution, but also These are questions that are gonna help you uncover your your value prop, your USB.

A lot of these questions, like, why which specific features did you like or or what made you choose us over the competition, you’re gonna get all of that stuff from these interviews, and that’s what you’re really gonna start using to create your USB and value prop.

So the next person you need to interview is you. So you need to interview yourself. This is all the stuff that we’re going through the, copy hackers as well. Books, success stories, case studies, your podcast, events, everything about you, your origin story, which, I’m gonna do another session on this.

And, your origin story is all a bit of creating trust. It’s it’s, hey, you understand the problem and, you know, they they can relate to you. You’re likable, and you’ll do that early on. So we’ll cover another session on that.

And, of course, your USB and your unique mechanism, you’ll get your USB from the customer surveys. Your unique mechanism, is once you know what or you have a better idea on why they chose you, then you can hammer out the details. That’s really the how it works. So that’s the part that you’re gonna focus on yourself.

Now once you have all this information, the second step you need to do is you need to analyze the the results. Okay? So what you’re really doing here is you’re you’re looking you’re looking for themes. I use AI for this.

AI is really good at this where they can identify common themes you you really wanna get in the mind. You understand. You wanna understand why they tick. You know, what’s the specific problem they wanna solve?

What specific outcome?

You wanna understand their their top hesitations because then you can draft a guarantee to address those.

So really, you’ll find some really cool stuff from this. I is probably one of my favorite parts, to be honest.

And we’ll show you we have tools at the end as well, which we’ll give you access to, and that’ll help you sort of categorize in segment.

Then what we do from that, and this is the the fun part I enjoy as well is we create an avatar. Now, and again, I’ll give you the templates at the end. We just don’t create your typical avatar with as, you know, your demographics, like, psychographics. What we do is and I got this from you, Joanna, is we this is almost like two point o version of the rule of one, or your one reader. So it’s not just understanding, their problem and concerns. But it’s also listing, you know, hey, these are the hesitations aligning a guarantee to that, figuring out what are what what hard offers are gonna resonate with them, what soft offers are gonna are gonna resonate with them. And then this is where you start filling in your USPS, your value prop, and all the other stuff as well.

And again, you’re gonna use this from the the survey data that you’ve, you, you, got from before. Now, the trick on this as well is you’ll have your most profitable customer. You wanna take that customer and you also wanna create an avatar avatar by stages of awareness if you can.

And then you wanna repeat that for each of your, your avatars moving forward as well. Next step that we do is we create a sitemap.

These are the core pages on your site that, we find, it’s a good start anyways. There’s your homepage. Which will break down in a second because your homepage really tells a great story, and it’s organized by the stages of awareness.

There’s your about page, which is your origin story. There’s your process, which is how it works. And that’s it’s it’s your USB, but it also includes the the secret sauce, you know, the that how your solution, you know, achieves consistent results better than the competition. And that’s really how you’re gonna outline it step by step.

Success stories, of course, your work with me, which is your services, product type services, your your courses, whatever you wanna offer, books, blog, consult, contact, media, resources, speaking, connect, and then your typical four zero four, thank you and and FAQ pages with a a guarantee as well. I like this section right here because it’s it’s almost like, you wanna address their hesitations and concerns. A lot of people overlook the purpose of the FAQ page. So you wanna you definitely wanna test that out as well if you can.

A little tip, insider tip on this is If you are in a city, let’s say you have a productized services on, web design, and you have a system where you can put this really cool package together for clients, and you can productize it, and you’re in a in a city, say you’re in Toronto, what you wanna do is you wanna create a city page, that’s this Toronto web design, but don’t put it on your main navigation. Just put it in your HTML site map. Because then what’s gonna happen is it’s still gonna get linked to the rest of the pages. You’re gonna link to use, but then it’s also gonna, it’ll rank, but then you can also link to it from your GMB profile.

So then it’s just an added sort of boost that you can get more traffic and sales from it as well. I’ll be doing a session on that on how to set that up. And and show you, how to create that city page. And the cool thing is with the city page, it’s actually, organized by, not only stages of awareness, but it uses ADA.

It’s pretty cool how everything aligns up on it.

Next is your homepage. So this is where we start, we start with this. And remember, we’re we’re creating the home page and we’re using all of the data that you’ve collected from your surveys, your avatar so you can start telling great story because you know exactly who you’re writing for. That’s that’s what’s key about this.

These are the main components of the of the the home page, and I’ll give you a, wireframe split. I I’ll use the terms spid draft and wireframe at the end that you can use. And, it contains only sections. So you have your header with Hero Shot, UV, your email opt in, which is above the fold, your compelling, story, which is your origin story. Credibility and social proof, your work with me, which are your services page, your speaking, your programs, your content preview, which is, of course, is your blog, your your podcast social connect and then, of course, your footer, which is your you wanna end with a strong CTA.

Now here’s how each of them kinda tells a story. So you’re starting with the header, your hero shot, UVP.

Really, this is the first impression. It’s it’s what’s gonna grab their attention gonna explain what you do who it’s for and the big benefit. You know, we this is your, you know, why why choose me versus the competition. So you’re really setting the stage at this point.

There’s a couple of examples that I’ve included. You know, I help entrepreneurs, build and grow profitable platforms, very clear.

Build your business, build your wealth, live your dream. It’s clear. I love this one.

This is like a two point o. You know, welcome to the the Fitfather project.

It’s, I think that he he nails it really well.

Second is you’re featured in. These are your your media logos across, you know, right off the bat. This is gonna create that credibility. It’s gonna show like, hey, I can trust them. Like, what they’re saying is true.

A couple of examples, this is like kind of a what most people do, it works. It’s kind of okay.

This is a better example of it as featured in trusted by. Again, I love this version. I think it’s like two point o. It just it hits you.

So you don’t have fun with this, but you’re you’re really saying, hey, like, I not only understand you, but what I’m what I’m saying is true. You can trust what I’m saying.

Next part is your email opt in, so your you’re placing this next, it’s really that, like, the way to say, Hey, you know, like, get to know me a bit more. You know, you’re you’re in you’re giving that option right away. You’re hinting at that value. Hey, there’s more to come.

Here’s a couple of examples of your, your email. There’s million. There’s a the urban monk seven day reboot, get started now. Just, you know, it’s not much.

It’s just a way to collect your email and and, and get them into, or or start the the process anyways. Here’s your origin, your your hook. This is the part I love. This is your origin story.

On your homepage, you’re just gonna literally just create a little snippet and link to your orange and story page. And that’s really how that homepage is aligned as well. You notice that each section, it is correlates to the navigation as well. So that’s what you’re you’re doing.

You’re just linking to each one. A couple of examples of origin stories.

Here, here’s another one, how I got here. It’s pretty, you know, the these are revealing to the are, you know, he’s talking about his PTSD.

Just when I thought I was on top of the world, she’s, you know, she’s gonna go into, you know, what, her problems and She’s really trying to relate to people. It’s like, hey, they understand me. They get me, which is which is really cool. Here’s another one, the truth you may not know about me, and it’s it’s his about page.

And that’s these are gonna be your about about us page. Some people call it origin story, but I just call it about us. Here’s another one, Sharpen. He’s he’s a good guy, Sharpen, actually, I’ve met him a few times.

He’s pretty good training. Credibility, media logos. That’s the next step. This is just to, you know, we’re building on those initial crust, the credibility signals.

We’re deepening that trust.

We’re we’re starting to get into our expertise, you know, the the the impact, the solution that we offer.

Here’s a couple of examples as well.

We’re getting into best selling books, like, you know, the and and that’s the psychology here is your you’re thinking, hey, well, this, you know, you see someone with these best selling books. They must know their stuff, right? And that’s really the point of, of, publishing your book is you’re creating out authority in their eyes, and it’s just gonna make you a hell of a lot easier selling your products and services. Then we’re getting in a social proof this is the praise your photos.

Hey, if it worked for for them, it can work for me too type stuff.

Here’s a couple of great examples for Tony Robbins everyone knows Tony Robbins, your typical testimonials, then we’re getting into your work with me.

Now that they trust you, they believe what you’re telling is true. They think the solution is for them. Now you’re gonna start introducing what you do, right, and it can be anything from services, to coaching.

It really depends on on what you’re offering. Then you get into for our clients, obviously, it’s their services they offer. There’s a lot of spaces in cosmetic, so we would get into the cosmetic services they would offer.

Here’s the content preview. This is this is really about like establishing further and giving a taste of, you know, what what what they can learn by by, following you. So you here’s your library, your podcast library, learn from me. Here’s my blog. Then you’re getting your social connections.

This is cool. It’s just like, hey, you know, connect with me. You know, here’s here’s the value I bring. It’s your your making that introduction for them to to reach out, then you have your footer, which of course ends in a strong CTA, and you’re just reinforcing that again.

Couple examples as well. A lot of people don’t put the, they’re they’re called actions in these CAAs. You wanna be in the footer, you wanna make sure you do that.

And you can do this yourself. That’s the process we use for the home page. We do have a, a site map and sorry, spit draft and wireframe, which will will give you not just for the home page, but it’s all of the pages of the site.

How we do it is, again, I learned this from Joanna, is we we start with what we wanna say, and then what we do is we overlay proven copywriting formulas on top of that, and then you have a pretty compelling site, which is, which is gonna rank and sell and convert and do really well.

We’ll provide you with all of these tools at the end. So don’t worry about that. I’ll I’ll give you access to everything.

What I wanted to talk today was to to show you a concept of how this works and really using your using your the the data that you get from your surveys and and how you can use it, and not just just to show it’s not. It doesn’t have to be complicated, and how you can craft the UVP for your homepage yourself.

These are questions and I’ll I, I just went over, but I’ll share with them with you as well. So now and I’ll use ourself as an example. So we, we’re launching a product, and it’s called or a service called WP Total Care. And, we’ve been offering WordPress support for our clients now for a couple of years. So we wanna it’s worked really well. So we wanna take this a bit further. So we analyze our list, our current customers, and we thought it was small business owners with a WordPress website specifically with woocommerce.

And we analyzed this list, and we actually discovered it’s not It’s actually, brand agencies. They’re the four percent of customers that generate sixty four percent of our revenue. So after analyzing that, we just literally put, you know, brand agency. Then we we asked them the the specific problem, and and we wanted to know the outcome that they wanted.

And for them, it was, they’re because they they’re a brand agency, they do they’re clients, they’ll help their client with their branding, and it often ends up leading to online or digital media, often like a website or whatnot. So what they would do in the past is they would reach out to freelancers or they would work with freelancers and the problem is the the inconsistent results, you know, the the freelancers just disappear on them sometimes. So That was the main challenge they were they were dealing with. The specific result, they wanted they just wanted a reliable partner they can count on.

We we did speak to them a little bit more. We wanted to dig into the ultimate benefit, and it was like, yeah, they wanted to rely reliable partner, but in the end, it was so they could grow their business because they realized there’s this big opportunity they didn’t have the the means in house or they didn’t they didn’t want to invest in someone, in house so they really wanted that partner to help them grow and take their agency to the next level.

That, of course, led us to the the promise, and this is where we really we asked them, you know, what why did you choose us over the competition? And there’s a few things that stood out for them. The first one was we specialize in WordPress. Our developers have contributed to the core.

So that’s just gonna lend our expertise. And the big one was is we have a white label option where, they can they’ll use our services. Their clients don’t know because they’re white labeling, but the plugin that we they can use in the back end of their website. They can engage and speak to clients, and they can manage their client’s website through that.

So that was something the competition doesn’t offer, and those were, you know, the top three reasons people chose us. So, of course, that’s our promise.

The proof was up to us, and and that’s just when we’re doing the interviews. We’re just gonna, hey, you know, do you mind if we we we interview, you know, so we can we can tell your story, and we can share your story. So we’re gonna use those. We’re gonna use demos.

We have a lot of, we have a lot of examples of before and after where we’ve optimized websites, especially with Google’s web vitals as far as page based paid speed and and whatnot. So these are pretty powerful, and we can use those to really validate and and and show or prove what we’re saying is true, as far as our our promise. Right? And one thing I wanna touch on this is the the promise is really about, the promise is your, you wanna switch to unique benefits because there’s, like, there’s three types of benefits.

The first type of benefit is the benefit that your customers don’t care about avoid them. Second type of benefit are these are your price of entry benefits. So these are the benefits that they expect to see when they go to your site. So you need to have those.

It’s, like, the minimum that your prospect expects. Then there’s their point of difference benefits, and these are the benefits that you’re gonna use to beat your competitors.

So when we interviewed our clients, we discovered, you know, the minimum requirements, the minimum we need to to sort of play the game. And then, of course, we we discovered the the point of difference benefits to win the game. That’s the way I like to look at it.

And then, of course, the proposition, these are the products that, they wanted to see. You know, the this is a really telling question as well. And we have a lot of these. There’s different ways to phrase it.

But when you’re creating your offers, let your customers or, your leads, let them tell you the type of offers that you wanna create.

So just, you know, asking these types of questions and that they’ll tell you.

Then once you have all of your answers from the interviews, you’re literally just gonna, you know, here is their their frustrated, you know, agencies, quality. Right? They’re they’re they’re they’re frustrated with quality from freelancer. So all you’re doing literally is you’re taking that and you’re you’re popping it in. That’s it. And then once that’s done, you’re just gonna take this formula and then you’ll rewrite the formula, easy peasy.

And test this stuff. There’s different formulas that you can use. You can test them. You can rotate them. Make sure that you’re your visual here, your image is it shows the transformation or the outcome that they wanna achieve. And then, of course, you’re just highlighting your your point of different benefits under here, which I just told you about, as well. We specialize in WordPress where, we contribute to the core, we white label a plugin, and then, of course, you’re just ending it with another formula is to get the desired result that they want.

So it all plays together. The your you’re identifying just a recap. You’re identifying your ideal prospect. You’re and your ideal prospect you’re gonna start with is your most profitable. You’re getting into the mind of that that customer, you’re doing that by interviewing, you’re understanding the problem, the challenges, the frustrations, the outcome, not just that, but also their hesitations and concerns. And you’re asking all this stuff so you can really meet it head on, especially with, you know, if you if you discover that one of their concerns is that, you know, you don’t have a level of expertise in WordPress, well, you’re gonna guarantee that you do. You wanna align that as much as possible.

And you’re taking that survey data, and then you’re analyzing it, and then you’re using it in your copy, and you’re using it to create your website. And and that’s what’s really powerful about it. And then you’re just once once you have and you understand it, you’re just using proven copywriting formulas and frameworks, and that’s it. And then you’re just making sure everything follows, tells a story or, has a, yeah, tells tells a great story, and It’s, yeah, it’s a lot of fun. And then you get into your split testing and your, your testing and everything else.

Any questions so far?

Yeah. I have two.

Yeah. For sure.

The the first one? So with the stuff, like, around your IDel avatar, what would you recommend if you’re in a position where You don’t really know.

You haven’t worked yet with your ID levator. Like, you have an idea of them, like you’ve outpriced your current client, so you wanna sub new ones, but you can’t interview them because you’ve not worked with them before. Like, where would you recommend you start?

I can show you what we did. So we did, So we we, we scraped all of our competitors, when we first started doing it. Here, I’ll show you, am I still sharing my screen? Yeah.

I am. Okay. So we had, this what we did. So we went out and and just scraped all our competitor reviews and and we analyzed everything.

Right? And we we looked for, their USB, everything a to z. So that that’s what I would suggest doing. Is pretty telling as well.

Like, we we go pretty heavy into analyzing our competitors. We we we do everything from sign up for consultations we wanna know their sales funnel, their strengths, their weaknesses, because ultimately, you you wanna you wanna match them and then you wanna beat them. Right? And you you do that by understanding them and also listening to your customers as well.

That’s what I would suggest doing.

Okay. Thank you.

Who are your competitors, by the way? Do you know?

Not really because, like, I don’t know that my competitors are like copywriters. They’re more like coaches, or con consoled like So, yeah, I’m not I’m not sure of any any other copywriters, like, in my space.

Yeah. We go pretty deep. Like, you can you you’ll find them out, like, a good a good approach to do is, we use data to sort of figure who who is our competition, and then we we get into Once you know who they are and it kinda leads to the next one, like you can figure out their entire marketing strategy. It’s it’s pretty straightforward once you know who they are. And then that, like I said, that’s gonna lead to another competitor, another competitor, and then you just focus on the top twenty percent. That you know are dominating the market, and then that that’s where you start laying your recipe.

Mhmm. That makes sense. Thanks. And, yeah, the other question is just a silly little one.

For, like, having the logos underneath the, like, trusted by, do you need permission to do that? Like, assuming there’s nothing in the ended ending NDA that says against it? Like, do you still need to ask to include the logo on your page?

Not that we had, in Slack, someone we had, we talked about that as well.

Oh, really?

I used them.

Like, it’s not it’s if it’s if it’s legit, of course, I don’t unless there’s, like, an NDA or something.

Okay. Agreed. We use them and others use ours without ever asking. So Yeah.

I I’d never asked you, Joe, but It’d be good.

Cool. Thank you.

Yeah. No problem.

Anyone else? Any other shy folk who are off camera?

Shade, where did four percent and sixty four percent come from?

So it’s the eighty twenty rule. I don’t know if you heard about that. So twenty percent of your customers will eighty percent of your revenue. So what you’re doing is you’re taking that twenty percent and you’re applying the same formula again.

So you’re looking at your the twenty percent the twenty percent of that that generate eighty is zero sixty four. That’s where it comes from. So it’s just another layer. So a lot of people just start with that’s good enough.

But if you wanna get ultra specific, and the goal here is, like, to is to define your most profitable customer. And that’s, like, the you do that by analyzing your list and you use lifetime value as the metric. That’s what key that’s what’s key. And then, and once you know that, then you just you sort and you you pick one at a time.

Dominate that. Move on to the next.

Well, thank you.

Yeah. No problem.

I had a question. If we’re, like, redefining our offer or our niche, and we kind of try and we’re kind of trying to get something up would you recommend, like, still starting out to build out the authorities site with all the pages or sticking to, like, a one page site where we can collect leads before building out the fuller version?

We’ll start growing your list. Like, you don’t want to put it up right away. Like, don’t I wouldn’t wait until your site is, like, completely done. Right? Anything is good enough.

But that’s, like, you’re you’re saying before you do all the interviews and all that other stuff, like, before you Yeah. Put up what you have. Of course. Like, this is a process.

It’s not it’s, ideally, you wanna start with this, but you may have, you may have a site up. And you’re gonna go in and you’re gonna, you know, you’re not gonna tear it down. You may or may not, but it’s, is a process. Right?

You may start with a page.

You may say, hey, I’m gonna I’m gonna write my origin story, and then you you add that. You update your your Vode OS page. Right?

Okay. That’s helpful.

Shane, can I ask a visuals question?

Sure.

So I noticed I went to a lot of agency competitors.

I think who might be my competitors, and I noticed that a lot of them don’t do the person in the hero section. A lot of them don’t really have a whole lot of any noticeable imagery in the hero section really.

And I’m just wondering, like, I don’t have a photo shoot. I’m not scheduling one right now. I really don’t want to spend the money on it frankly.

At least not for a little while. What When it comes to the imagery, especially in the hero section, but even I guess going down the page in the home on the home page, any recommendations because I’m kind of at a loss. It gets me spiraling. That’s stupid.

I always see this. It’s either the person you know, like Joe has on hers or the agency competition like I said doesn’t seem to go by that. They didn’t have very little. So I’m just kind of struggling to figure out what’s the right image. Should I spend the money and go do something or I don’t know what’s your recommendation on all that stuff?

Don’t know. It depends. Like, it could be you could go stage as awareness and focus on, like, the outcome that they want. It depends on the industry too, right, on the space, like, or before and after. I’m gonna show the outcome gonna show that before and after. If they’re if they’re product aware they know the results, I’m gonna focus on why they need to choose me. Right?

That’s what I would start with. It’s not I don’t think there’s, like, everyone says there’s best practices, but I’ve we’ve done, like, testing, especially with Google ads and what we thought worked wouldn’t is complete opposite. Right? So, you know, I don’t unless Joe, I don’t know what your thoughts are on that, but I don’t think, you know, start with the basics, like, include your and just, maybe focus on the outcome, right, the solution they’re looking for.

Okay. Thanks.

Any other Everyone’s so quiet.

I mean, I will have to end this question. If your community’s there. So if no one has any more, I was wondering if you could talk a bit about, like, the types of guarantees you would offer as a service provider.

It depends on yeah.

So the the guarantees are gonna be, you’re gonna offer your guarantees to address their concerns, right, that your guarantee has to have a purpose, a goal, and your guarantee is literally to address their hesitations. Right? If they say they’re worried about this. You’re gonna offer a guarantee that, you know, that says, Hey, you don’t need to worry about it. That’s what it is.

But if they’re worried about results, like that seems to be the main thing, but it’s like, I can’t offer a guarantee around results.

What type of results?

Like, are they like well, I suppose actually this probably comes down to me targeting the wrong people.

Like, yeah, they just wanna know that they’ll that it will convert. But then I think that’s probably more where I’m talking people who with less money, who care more. So Yeah. I kind of answered my question.

No. Like, they’re they’re worried about results that they’re not gonna achieve the results sort of thing?

Yeah. Like, they just wanna know the copy’s gonna convert. Like, that that’s the hesitation. It’s like, can you make me more money?

So you can also guarantee something. Like, a guarantee is like, yeah, hey, it’s not just about results, but you can guarantee, so how I would answer that is is, like, I’ll show you what I would do, and then you can you can see there’s different ways to approach it I would show so say you’re a client, right, and let me open this up.

So I would say I would say to you, so I’ll pretend you’re the client. You’d say, well, how do you know you guys can see the screen?

Okay. So you’d say, well, how do you guarantee results? And I’d say, well, this is how I would address it. I’d say, well, you know, you’re working with us because we focus on on results.

You know, we we measure campaign success by ROI, and that really answers the question. Did you make money? And we we manage it around true ROI, not return on ad spend. So we take in account gross margin.

And you’re a business owner, so you’re thinking, okay. Good. This guy knows gross margin. He’s speaking my language.

And I would say, okay. Well, let’s say you work with us and we’re gonna launch a Facebook campaign. And then, like, yeah, we sent a thousand visitors and then would say we have it cost you ten thousand, right, to hire us. This is what you’re talking about is your conversion rate and say that your conversion rate is three percent.

That’s your landing page or your sales page that is gonna convert. This is how many customers, turn in, sorry, leads turn into customers. This is lifetime value. You’ll have to work with that with the client, and then let’s say it’s like sixty five percent margin.

So what I would say is while you’re hiring me for this metric, right? You’re hiring me because because most come in at around three percent. We’re gonna use that as a baseline, but we’re gonna have a control then, and we’re gonna work to increase that. So over time, you know, we can get that, say, from three to five percent and then watch your ROI.

It’s just gonna explode. But more importantly, what I wanna talk to you of it is I wanna make sure, you know, we don’t know how many your close, sales you’re closing yet. You know, if you’re only in most close around thirty percent, but like, hey, you know, you’re hiring me, we’re gonna work with you unconsulted at selling. We’re gonna put this at thirty five percent and watch your ROI.

It’s gonna explode.

Right? And so, and then we’re gonna talk about lifetime value, where we’re gonna do an upsell or something on the thank you page, and we’re gonna increase this by a hundred and watch the ROI.

So I’ve never what I’ve done is I’ve answered your questions. Like, I positioned myself as an authority. I’ve spoke his language, but I really promise nothing. I’d promise him that or her that we’re gonna have a control, and we’re gonna try to beat the control. Right? But I’m using my expertise to reinforce, like, hey, we’re all about results too. You see the subtle difference.

And that’s that’s the approach that we take. And it works really well because no other agencies talk like that. I can promise you. Like, no or marketers, direct response, direct response marketer would. But, a lot of, or copywriters, they won’t. But that’s that’s the language, that’s how I would approach it. So it’s a guarantee without you know, without a guarantee in a sense, if that makes sense.

Yeah. No. That’s good. Thank you.

No worries.

If I can just jump on that question Sure.

So you just walked through is what I walked a prospect through yesterday.

Good for you.

And it was it was good, but now that I now that I see you walk through it again, I realized I made some mistakes because my guarantee was more tying myself into a guarantee.

It okay if I share my screen and just show you Yeah.

Of course. Okay. Cool.

Okay.

So because the project is primarily just email marketing, So I didn’t include all those other aspects. So I just kind of took their list size, their profit margin, their average order value and their average orders per month. And I kind this is the so they’re currently doing nothing with email. So my guarantee in quote was, like, I’ll increase that zero, percent of revenue being attributed to email to twenty percent.

And by doing that, they’ll get a one hundred and forty additional, orders per month and this will equate to this amount in sales revenue and then profit. And then that was how I calculated the ROI. So for the ROI, just removed a monthly retainer fee. I gave them I did five six as a monthly retainer fee for that.

So I kind of tied myself into that percentage of additional revenue, like additional, email revenue, and I’m just wondering if that is dangerous as a guarantee to give.

Yeah.

I wouldn’t. I wouldn’t give that because you’re being ultra specific great. You’re guaranteeing, like, you’re guaranteeing the process. You’re guaranteeing you’re guaranteeing that, you know, you’re gonna do your job, you’re gonna do it well. And it’s like you have that level of expertise and that means that you’re gonna have a control. You’re gonna work towards beating it, and you’re gonna apply, like, proven frameworks, formulas, that’s that’s your guarantee. Right?

You you can say, like, you can, hey, imagine getting this and you can paint that picture and get them excited.

Right? Because that’s your ultimate goal. Like, if you’re not if you’re not increasing if you have a control and you’re not beating it, constantly, you’re not doing testing and stuff, then it the client’s gonna pick up on it. I would pitch that, but it is a subtle difference, though.

Right? You’re you’re pitching you. You’re pitching and you’re you’re using the results, like imagine, hey, and you’re building that excitement. But you’re letting them know it’s a process.

It’s built into into conversion copywriting. Right?

Yeah. I also gave, like, a timeline. Like, there’ll be some setup, there’ll be some setup time in month one. Month two. We’re just pull putting out the emails, so we’re still setting it up. So that guarantee was more of, like, ninety one twenty days from now. So that was kind of how I gave myself some room, but that’s still kind of dangerous.

I’ll say. Yeah. Just be careful on that. Like, you you wanna you’re gonna benchmark everything first.

And then you’re, obviously, you’re gonna benchmark because you need to show that you, you, you have to show success, right? But don’t don’t promise anything far as, you know, actual numbers. That’s that’s tricky to get into. Right?

I wouldn’t and then just promise, like, the the process, the how you’re gonna get in there, you’re gonna you’re gonna have these benchmarks. You have your controls, and you’re gonna work to beat them, and this is how. And then the how is conversion copywriting, right, the interviews, the the, voice of customer, all that stuff.

Okay. So if I can ask, what would you advise I do at this point? Because I’m having another call with them to, like, close the deal.

So kind of how do I back myself away from it, but still offering some kind some kind of Well, this it’s the subtle approach.

Like, just say like, did you say you’re gonna get I don’t know. Did you say you’re gonna get these exact these numbers.

Like, you’re gonna I guarantee within six months, you’re gonna have So it was a three month timeline for at least ten percent of revenue starting to come from email because they have a big list and the list is warm and they’re all How much revenue are they making now?

Like, do you know that?

As a company as a whole?

No. From the from that. Like, if you what is the the current yeah.

They’re they’re barely doing anything with email right now. But sometimes they send offers to the list and it convert and they convert. So that was what I was thinking.

Oh, I’ll be How big is their list?

Ninety k.

Oh, I don’t know. It should I don’t wanna say I I don’t know. I’d that kind of stuff, like, it’s I’ve I’ve been burnt on that. Like, it’s like you you think and it just I always pitch the process, like, see if you can you can sort of if you promise them already, like, see if you can dumb it down a bit maybe and just say, hey, you know, here’s here’s the benchmark. Here’s what we’re gonna start with. I’m gonna apply these. I’m gonna do this to try to get it to this, and this is hopefully what we can expect.

You know, but reminding them, hey, this is a process. Right? You can’t you can’t guarantee your but that’s the beauty of your process is you have a control and then you always work to beat it. Right?

That’s the way I would position it.

Okay.

Sounds good. Thank you. Yeah.

That’s a tough one. Like, it’s not, Right? I’ve been burned. I’ve back when I started my career, like, way back when I I learned a hard lesson from that. Just not to, not to.

Thank you. Yeah. No worries.

Any other Any questions on the process on the on building the site, using VOC, the survey data, Anything along that lines? On do we’re doing this for your your clients as well. This is also a service that you can offer to clients.

A lot of those pages, you’re just switching it up. Right?

They’ll have certification. We do this a lot for, for our clients.

Shane, if I can ask a question sorry. That’s, kind of adjacent to Abby’s question about, like, dumping audiences.

Like, so I did a competitor’s content analysis, but like what Abby was saying, I find that a lot of people making similar promises to what I’m claiming I can do are Like, it’s not just apples to apples with other copywriters. It is other digital marketing agencies.

It is coaches. And now, obviously, I’m getting, like, mega targeted with ads for everybody who does anything close to what I do.

So I just I guess, like, do you have any tips for narrowing down the competitors that you choose for that analysis or because obviously we only see the front end. We don’t know how successful that they’re they actually are or what kind of market where they have, or which ones we want to be comparing ourselves to and differentiating ourselves from.

Well, what do you it’s like, what are you defining us? For us, it’s revenue, right, market share.

What you can do for market share is you can look at their brand terms. Usually, phrases that people, brand term is not just the their name or their business name, but also the products that they sell. And you can gauge that as popularity. That’s that’s an option.

What else? If if you’re looking at revenue, there’s social shares. You can see how how popular the content is as well. That’s what we do. But you’ll find that once especially look at Google ads if they do spend a lot on Google ads, especially especially Google ads, not so much Facebook, but look at Google ads, and if they’re if they’re advertising, they usually know their stuff and then look at people also advertising within that space and then you’re gonna start to see patterns, right?

Especially in a competitor space, like if they’re paying six, twelve bucks a click, they’re they’re making sure it’s laser focused. Right? Yeah. That’s what we do.

Yeah, it just it it takes a while, but you’ll find it it it kinda leads one to another. Right? And then you do have to beat them though. You have to analyze them and you have to figure out, hey, like, you there there is your price of entry.

That that’s what, like, your prospect expects the the they come to your site. You have to meet this minimum requirement or they won’t consider you as an option.

You have to have that. And, give me an example. We had a executive health clinics. So there are certain people, these are private clinics in Canada, So there’s certain things that they expect a private clinic to have to even consider them.

Then you have to look at the competition. You say, okay, what’s something I can offer that’s gonna beat them? That still resonates with my ideal prospects. Something they want, how can I set myself apart because you need the apples to oranges compared person, right?

And if you’re in coaching selling products, that’s what’s going through their mind. Like, either saying, okay, I trust what you’re saying is true, and their product aware. I I trust what you’re saying is true. I I wanna believe what you’re saying is true, but like why should I choose you over the titian.

Why should I choose you over this coach? You know, why is your solution different or how can your solution help me solve my problem better than them? And that’s where you can differentiate yourself with, like, your USB.

But it’s not just your USB. It’s like how it works, like, how your secret sauce, your coaching program, how it helps them solve their problem. Like, it’s the secret that you’ve discovered that helps them solve their problem and get the outcome consistently better than everyone else.

And that’s something that’s pretty powerful and that’s that’s what you can use to separate yourself. That’s what we do.

And then you have that distinction. Right? You have your point of difference, your point of entry, your USB to sort of sum it up and then you use your credibility boosters. All the stuff like Joanna certification, your testimonials and stuff, you’ll use that to kinda support your your your u s p, like your apples to oranges. Does that make sense?

Yeah. Yeah.

So yep.

Being of, like, that’s that’s essentially where you’re going in for the differentiation.

Bingo. That’s that’s the good way, especially, like, if you’re in a coaching, that’s a level three market sophistication. And what that means is, like, people don’t respond to benefits anymore. They’ve heard it all.

The only thing they respond to and it’s getting to, but they respond to how it works. They wanna know why your solution is better than the competition, then they want to dig in because they want to learn it, right? You’re selling them a process, you’re selling them a secret, a results recipe, whatever you want to call it. That does x y z better than everyone else, and you need to sell them on that, but that’s going to create your apples to oranges.

A lot of your competitors will use like everyone Hammers home like reviews testimonials and stuff, that stuff is important. Yes. But you’re using that to reinforce your your your USB. There’s a subtle difference, but it’s really powerful.

Like, you’re using, you know, these credibility boosters to say, yeah, what they’re saying is true. Her solution is better than the competition. There’s a big difference, right, and then it’s reinforcing it. So that’s what I would do if you’re looking for that apples to oranges comparison.

Said, does that help?

Yep. Yeah.

Did do you have it unique? Like, have you have you thought of it? Like, how are how are you separating yourself from the competition? Like, what what angle have you taken?

Like, which angle am I not taking more? I think more about choosing like, I do on my talk about my process. So I have like, you know, immersion, creation, refinement is like my three step process, and I talk a lot about was of customer research in my marketing because I found, like, when I had that messaging, a lot of my competition was more about, like, speaking your troops, you know, and I was like, no, boo. Don’t, like, it’s not about your voice. It’s about your your market’s voice.

But I feel like yeah. I’m looking for what that needs to be now based on ongoing conversations about what my, one thing is gonna be.

Yeah. Like, why it’s if you can’t if I asked you right now, why should I choose you over the competition?

Can you, and that’s that’s the question, right?

And it’s like, and it depends on what you’re coming to me for.

Like, I that’s where so I’m I’m still in the mud about, like, what the offer is going to be. So I feel like I don’t know how to differentiate I’m, like, is it the dumpster you call energy? Is it the, like, something else?

So Let’s see what you’re saying.

So you don’t you’re you start you’re trying to finalize your offer. And then once you know your offer, what the the what, then you’re gonna then you can get into the sorta, I see what you’re saying.

We we do have, like, the the list that we’re sending you, I’ll share the screen and show you on his guys on it as well. We do have, some really good questions broken down by stages of awareness that will help you discover that stuff. And you can send where are we here?

Yeah. But also, I’m gonna send I’m gonna send all the the tools. But basically, those there’s ton. There’s over a hundred and they’re they’re different questions asked by different influencers in the space, and some of them are really good to discover the stuff that you should be, selling, right, to to create your offers as well. Maybe use that as a guide to get started.

Okay. Thank you.

If that helps.

Yeah. And if I may I might I have, like, the results of my competitors’ content audit in a spreadsheet. So I’d love to share that in the group if you wouldn’t mind, like, if you see an where you’re like, oh, there’s com then deems coming out.

Have you, have you analyzed, like, have you looked at what their USB is?

Like, do you know what their, have you, have you learned anything, like, looked for any patterns, or I, no, I don’t say that.

I don’t think there’s like one trend that I could take away. It was just like while there are so many people coming at this from different angles, that I feel like we’re all constantly the same thing. So where am I gonna go in my approach.

And who, like, describe your ideal prospect, like, in and and that was part of the exercise as well. Like, describe them in one or two sentences. Like, who who are they? What’s what’s their problem? What’s their frustration? What’s the outcome they want?

I would say established business owners in the online space. So usually course, coaches or experts who have a coaching program.

Who wanna go from, like, low six figures to multi six and seven figures with a signature offer you know, and they want their launches to feel easier and they want more consistent sales coming in everyone. So generating that monthly recurring revenue.

Absolutely.

They reached a plateau where they’re just not their signature offer isn’t they want to take it to the next level sort of thing? Okay. So that’s good. So now you, like, you’re you’re laser focused, right?

You’re focused on on a specific audience, like within a you know the income, the revenue that they’re generating from their offer. So that that’s a great start. I just figure, like, what how can you what so your offer is gonna help them, increase revenue. It’s it’s gonna help them get to the next level of benchmark of revenue that you’re you’re gonna whatever that is.

Right? Like, how does it how do you help them solve that? How do you help them get the outcome? And that, have you figured that out like your process?

No. Well, because that’s the thing. It’s like, which so far I’ve just been doing I’ve been, like, specializing Everybody I work with has a signature offer, but I have done all kinds of different things for them.

Like, the sales page, the launch emails, the I got you.

So I’m like, what is my best? I know the who, but, like, what is my best call for for that audience.

Is it more the how? Is your is the is it should just switch that maybe to how? Like, you know, you know the problem, you know the outcome, and now you have to craft an offer to help them achieve that outcome. And that that that is gonna position you or separate you from the competition. Right?

So if they want to, you know, what is what is the how that I feel confident I can deliver on? Like, what’s the how, you know, So what so what’s the exact outcome?

Like, in one sentence, what’s the exact outcome they want? In one sentence, if you can.

Doesn’t be perfect, but, like Oh, I’m gonna just so here, because I’m gonna use the words she banned me from using, which I’m, like, profitable signature offer.

Right? The to be to be getting back to, like, taking home more money from their existing launches, their existing offers.

Add more to their plate.

Okay. So that they’ve reached a plateau, you’re gonna help them get to the next level, whatever that is. Now you need to now you need to tell me and that’s your secret sauce. That that’s your u s p.

Like that or it’s a common it’s a combination of how it works how specifically that’s your offer, how specifically are you gonna help them achieve that? Because you have a secret you have a secret sauce that you’ve discovered and you’re gonna work with them and you this secret recipe that you have will help them consistently get the results and they don’t know it. You know it and you’re gonna share it with them. And that’s why you’re gonna create that.

I would say, like, stronger core messaging, like, doing the voice customer research and doing this, like, groundwork and then using that to inform their overall core messaging.

Sure.

Then updating the sales page based on that core messaging, making sure that they have audience attraction mechanisms in place so that they’re attracting an audience that’s gonna want that ultimate offer.

And then what I have currently been calling, like, golden opportunities, but it’s essentially like strategic sequences that upsell, like, upsell cross sells systematized, like, behavior based sequences on the back end to increase the lifetime value of existing customers.

Yeah. Like build on, it’s the that’s just build on that. Like, what you’re creating is your offer, right, and you’re explaining to me how it works with the ultimate goal of of if it’s to increase increase ROI, like, if what it you’re and you’re aligning a metric or a certain lifetime value, you’re aligning a metric to that. It’s very clear and just build that out.

That’s that’s how you’re gonna create the separation and then use your, use your social proof and your credibility booster to say, hey, yeah, what she’s saying is true. This stuff does work. And that’s what you’re gonna sell. You’re selling you’re selling a system.

Right? That’s the apples to oranges. So it sounds like you have a good idea, but that’s the fun of figuring it out. Right?

Like, it’s like if we have GMB as a product type service, so our secret sauce is, like, we go into Google’s web vitals and how, you know, every component of your GMB page, I’m gonna do a session on this. Every component of the GMB page, you know, we use proven copywriting formulas, your Citi page. We use a proven copywriting formula that’s guaranteed not only rank organically in Google, but when people go to the site, it’s gonna convert. And then we set up this.

So we’re we’re telling story and we’re saying, Hey, hire us over the competition. We have a proven process with secret sauce that’s going to get you the consistent results you want. This is why you need to work with us. And it’s like the secret, right?

Or what do they know that? I don’t know. And that’s that’s one of the tricks for product type service as well. Right?

You’re just you’re taking that offer and you’re you’re turning into something great. You ever seen that those shows, how it works on TV? Remember those TV shows? That’s that’s exactly what it is.

Just think in that way. You know, it does this, does this, does this, and it helps them get better than anyone else. And that’s that’s how you really can, beat the, the that’s what I do. That’s that’s how you beat the competition to put a spin on it.

Does that help? Does that make sense?

Or Oh, even just talking through it has helped a lot.

So thank you.

Yeah. No. No. It’s, and that’s, yeah, put it up to, like, competitors. It’s always good to get a second eye on it.

I can look at it from a SEO like perspective and I can tell you, I’m happy to look at it and say, hey, definitely put it up so then everyone can benefit from it, but we’ll look at especially keyword data and Google ads. It tells a lot and you can use Google trends. Tells it all, we can look at their brand terms. Brand terms are great because it’s really gonna tell you, the popularity of their their products and services.

Right?

And especially their coaching programs, you can get a good idea on on, the popularity just by that alone, right, and Google tells you all stuff. And then you can do trends and you can compare it to everybody.

Yeah. So, yeah, put that up. I’m happy to do that.

Any other, any other questions?

No. Okay.

Or any, yeah, true.

Really quick question.

Do you do you recommend, like, having our certifications and badges on the site?

Because, like, Like I’ve always just had them because it assuming it improves credibility, but then I’m also like, do my clients like care that I’m a certified conversion copywriter like, oh, does it just make me look more amateur?

They they care about themself. Right? They don’t they they just wanna, like, ultimately, they care about them and it just, yeah, it helps, but use those to reinforce what you’re saying. Right?

It’s not the end all. Like, it’s not it’s it doesn’t is it is it gonna help? Yeah. Like, is it gonna help to have a logo from Joanna saying like, hey, you know, she’s certified of course.

It’s it’s just gonna say what you’re saying is true. Right? But you’re gonna use that. What we talked about earlier is, like, kinda reinforce your your system, your secret sauce.

Right? That’s the way to use those. Those are like tools to to really support, your messaging. That’s the way I use them.

Right? Like, your credibility booster is gonna build authority and trust your social proof is gonna it’s it’s gotta prove what you’re saying and true. Those are numbers backing it up.

That’s that’s the way we use them. So, yeah, use them. Of course. What are you worried about looking amateur with them? Like, in what way?

I don’t know. It just feels a bit like, hey. I’ve, like, done a training. I don’t know.

Do you know what I mean or is it just do?

Like, I’ve had this conversation with a few people, but is it time to take them all? Like No.

You’re okay. So you gotta you gotta your copywriter. Your your director’s you’re you’re a copywriter. You gotta spin that. So you’re not certified, Joanna.

You’re you’re trained in the the most advanced copywriting technique on the planet. Joanne is considered one of the top copywriters in the world right now. You were personally trained by her. You know her like her like that’s the way to to say it.

That’s not training. Right? These are these are your secret weapons, your secret sauce that you can help them You know, you know, this stuff. That’s the way to position it.

Don’t position yourself as a we’re all students, but you use them to build your authority. Right?

Yeah. That’s such a good point.

Yeah. Like, say, like, we, Google Google ads, like, we work in the EMR. So she’s she handles our our Google ad stuff. She’s top three percent in, Google ads in the world.

Right? And she puts up her Google ad certification, right? And she’s she says, here’s the certification. This is part of the reason why on top three.

Because I take I took all this training. I stay up to date. You know, I look at current trends and I know my stuff. Right?

These are all the books I’ve read in a year. You know, I read hundreds of books just to It changes. It evolves all the time. And she does that because she knew one of the one of the issues clients have is Google ads changes on a dime so fast.

Right? So she’s like, hey, don’t worry. I know this stuff. This is I I look at all the training I got.

So she’s using that to reinforce her messaging. Right? That’s the way to look at it. And try to incorporate it that way.

Sell yourself.

Right? That’s the it’s it’s all it’s all useful.

Boom. Cheers.

Yeah. For sure. What is there a logo that’s like specific one that you’re worried about though to put up?

No. Just like my copy Acres ones. I was just like, is it?

Hobby Acres. Of course.

Join is like if it it’s, of course.

I just I think it’s because, like, because I’ve got my testimony from Joe, and then I’ve got her, like, the featured in, and then I’ve got the training as well. And I’m, like, is this just making it look like I’m just like all copy hackers? Like, do I need to kind of get out of that umbrella a bit and have like, different certifications, because then it’s like, I’m trained by her but also, like, work from her. And it’s like, I don’t know. We’re just and a power note about it.

Build on it. Like, we do there’s a we work with some, especially in, like, the b to c space, like, where we have a results page and, like, half the page is, like, is credibility and we we paste that stuff. Right? Everything from, like, organizations, and it just everything helps.

Right? It’s like that, wow. Okay. This person knows their stuff. Not a an issue, but yeah, put that stuff up.

Just just make it if you can try to make it, try to connect it to something, right, to reinforce your messaging in some way. If you can. But, yeah, copy hackers, that’s a huge one. For sure.

Okay. Yeah. I I think I need to just put, like, a cross head above it that Most of them. Yeah.

Thank you. How did copy hackers has how is it? How does it help you get results for your clients?

Woah. It’s yeah. It’s like the conversion stuff, isn’t it?

Like, there is the the method, but I guess it could, like You network daily with some of the best copywriters on the planet.

So if you have a problem that a client needs to solve, you think you could jump in on the Slack channel and ask a question?

You have access literally to some of the and that’s that’s you see how you positioned it, and it’s true. It’s not just a logo. It’s like it’s what they have access to, what you have access to. It’s just acquired knowledge, right? And that’s the value in this stuff, and that’s the way to position it. This group.

Right? You know what I say? It’s big bucks to do you they couldn’t just go in and ask Joanna or someone question. No.

You have to you you pay them big bucks. Right? You can that’s the whole point of it. Right?

Does that make sense?

And I I mean, yeah, like, I have wondered about that.

Like, about whether I can kind of say that, like, because I’m offering like, but I’m offering like a consultation package at the moment and it’s new And I was thinking, like, can I throw in, like, that I have access to, like, some of the world’s best copywriters?

Or is that No.

You think that’s It’s true.

You’re part of you’re part of the the the the copy hackers pro community and you have a private invite only Slack channel. And in that channel, you always share tips and advice and you work together and you work with some of the best copywriters in the world. Which I’m saying that. Of course you can.

That that that’s a huge and that is your that’s you started to, that’s one of your USPs. It’s one. You can have you can have ten of them, but that’s you’ve just said it. And let’s let’s so now you’re saying, hey, I have access to not I wouldn’t say access, but you’re part of this private community invite only and then you you gauge what we talked about early results.

You you it’s a proven process where it’s built off of control, and you measure success by ROI, and it’s you’re you’re promising something but you’re not. So right away, that’s what we do. I just beat the competition on two usps. You can’t touch me on that.

Right? And especially the one that we talked about with the ROI agencies don’t talk like that. They don’t they don’t understand the concept. And then if and then if someone does beat me or match me, then I get in the consultative selling, say, don’t worry.

We’re gonna work with you because we know the sales close ratio is what has a major impact on your business. So we’re gonna we’re gonna take that sales close ratio from thirty to this. And then someone else matches me, then I’m gonna talk about, hey, we use proven copywriting formulas. We’re gonna increase that lifetime value with some upsells.

So it’s like you’re always you’re always beating the competition in a step ahead, but you’re you’re creating tons of value for yourself. Right? Does that make sense?

Yeah. Yeah.

Yeah.

So to piggyback on this real quick, Shane, do you see this is like making a claim about having access to this kind of ongoing skill development? And then you use the certifications as like a trust builder after next. You’re gonna wait here it that way?

Or Yeah.

Like, say, what I would say is, and and I do say it. Like, what are you? I’m a I’m a copy hacker pro coach. You know, we we we have a private community.

Like, you’re you’re stating the obvious. Like, I wouldn’t say it’s like be careful how you say it. Right? But that’s that’s a fact, right?

You have and that’s a lot of value for clients, right, especially when you hear invite only private access, exclusive. They love that stuff, right? And it’s true. We we help each other.

We work with we do work with some of the best operators in the world. There’s there’s no reason why you can’t say that. It’s true.

Right? And it just it just one more thing to add that. It’s like your u s p. Right? It’s not the tell all, but you’re using that to reinforce. That’s what I do. I don’t see an issue with it.

Yeah. Makes sense. Yeah. Does that does that answer your your question?

Yes. Yeah. And it’s like it’s always there’s so much, and it’s like you sell yourself. Like like David Olegov said, if you can’t sell yourself, you can’t sell clients, and there’s there’s opportunity.

Everything you do, there’s an opportunity a way to position it that sells, right? And it’s it’s done tactfully and it’s true. You don’t lie, but like there’s so much there’s all of these masterminds that people are part but then they don’t mention it. And it’s not a mastermind.

This is an exclusive group of some of the best trained experts in the world, and you’re staying up to date on the lay industries because the industry changes on a dime and as an as a specialist, you know, you need to stay on top of that, you know, and and not and then you back that up with you know, the certifications, and this is why you’re getting the certifications. So, you know, and it’s it’s pretty powerful stuff, but you’re telling a story. Right? And then you’re you’re using that all of that to reinforce your your messaging, your, what I call your, like, your secret sauce, your secret recipe, We do that with GMB all the time.

Right? Or, like I said, our product type service. Right? We have certification I’ve never heard of.

Like, I’ve, they don’t they don’t know. It’s probably, but it’s I’m part of forms, I’m part of communities. I’ll join up to, there’s one I wanna say it, but I’ll join up to this one community which is really well known in the GMB space, and it’s like fifty bucks a month, but I I’ll pay the fifty dollars a month because it it’s really well known, and it’s a credibility booster. It reinforces and it helps us sell.

Right? It’s so there’s that’s the way to position the stuff. Right? There’s opportunity with it.

Does that help?

Yeah. It’s awesome. Yeah.

Any other, Any other questions? Anything?

This is more of a comment. Sure.

I think we know you as the process guy, but I think you might need to be.

I think you’ve, in my mind, you’re now also, how to sell yourself. Like, you’re really you might be able to teach a course on how to sell yourself because you make it sound so easy and convincing. You know, when you talk, I’m like, nodding alone. Yeah.

I’m like, that’s so true. That’s and then, that makes total sense. And then I walk away. I’m like, okay.

I don’t feel as confident anymore. And I what was he saying again, but you have when you’re talking, In the moment, it’s so convincing. Like, yeah, what you say is true and it sounds it’s not made up. It sounds good. It’s not made up.

I don’t know. Anyways, all I’m saying is I feel like maybe there’s an opportunity for you to teach course on how to sell yourself?

Yeah, we did. It’s consulted. We had consulted it. So thank you. Thank you, by the way.

But as we, we started PR and then it went in the consultative selling. And consultative selling is really like direct response. Like, a lot of this stuff comes from, you know, Joanna said to me, study direct response.

That is the the the holy grail. Right? And it’s it’s all about eliciting a response. You want them to take action to do something.

And to to to get them to take action to do something you need to understand them. It’s getting in their mind of the customer. It’s that simple. And once you know the problem and solution, their hesitations and concerns, and you draft a guarantee.

Good luck. And then you create a USB, like, to solve their problem and you show this as a secret sauce, why wouldn’t they choose you?

Well, when you talk about it, it sounds so obvious, and it makes a lot of sense.

But I just I don’t have that same confidence when I walk away.

From this session.

I don’t know if that makes sense.

Yeah. But we can I can help him with that? It’s like, it’s not, yeah, the thing with this, like, director.

You’re talking this up and you’re talking our experience, I’m like, yeah, that totally makes sense. That is exactly right.

And then somehow I lose it from, like, it’s like because there’s a lot going on.

Right? There’s there’s so many moving parts. Like, when I was in the space, it took me it wasn’t until, like, three, five years till I, like, when I first took Joanna’s training, like, it’s, like, fifteen years ago, I didn’t know I was, like, I would I would take the training session and be, like, what the hell? Like, it’s, like, I was like, I I remember going to training saying, like, this is so complicated.

Like, you have to almost be like a scientist just to understand that stuff. And then eventually, it starts to click. And then eventually you understand the stages of awareness. And then you understand stages of awareness are all about, you know, what does the customer already know?

It’s that simple. And then then you think, oh, they already know. That’s okay. I I can answer that question.

And once you know what they already know, now you can start selling them. Right? And it’s like and then you see patterns. Like, for sales, we use Joanna’s question all the time.

Like, you know, what brought you here today? Shut up and listen. They’re gonna tell you the stage of awareness. And if they’re like solution aware, they’re gonna say, you know what?

I’m considering different problem, different solutions. I’m considering you but I’m also not sure if I want this procedure or not, you’re like, okay, solution aware. So you’re not gonna hammer home why you’re different. You’re gonna sell the solution.

But definitely gonna say, you know, I’m comparing you. I’m sold on what you guys are doing. Comparing you to this clinic. Okay.

Your your product order. So I’m gonna sell our USB. Why are we different? Why should you choose Oz?

If they’re most aware. You know what, Evan? Yeah, I’m convinced to go with you guys. I’m just trying to find like a date.

I’m looking for my schedule. What they’re really saying is I want a discount. Hey, we have a limit, we have a date opening up next week. You’ll save three grand.

Can you make it young problem, right? So that by asking, by understanding those stages, you can start crafting messages, right?

And then you can start to see patterns in it as well. That’s what that’s what I would start anyways. Like, are you familiar with the stages of awareness? How they work?

Yeah. Yeah. So I learned like study that. There’s a good book I’ll post on the the Slack channel.

And it goes in the after I read that book, it really hit home. And they break he breaks it down in in detail on how to use it as well. And start with that foundation, and then things will start to and then just to understand, you’re just in the business of selling problems. You’re not in the business of, of selling you or solutions.

You, you solve problems. And then and then your your job is to is to figure out and show them how your solution solves the problem better than anyone else. And that’s your, that’s your secret sauce, your u s p, right? That’s it.

And then that’s the fun part, this, the, how it works, the, the secret recipe, the thing you’ve discovered. And then and then you’ll find you’ll just put a different spin on it and someone will beat you and then you’ll put a different spin on it and you’ll put a different spin. Right? I think there’s like five different versions of the rule of one out there.

I know. But when you explain it, it does sound so easy and obvious.

No. But it’s but it is.

It’s kinda like just focus on those I love the confidence.

No. But it’s but focus on the on this on a it’s a simple pros. Like, even the process I just explained to you, what did I say? All you need to do is you need to figure out who your most profitable customer is.

You need to interview them. You need to once you understand them, you create a profile and avatar, so you can target them. You include demographic cycle graphic because you can use the demographic for campaign data like Facebook, use a psychographic to get into their mind and sell them. Then once you know that, you just create your USB because now you know the problem.

You create your solution. And then you just you you make sure that that solution beats the competition, but you’ve analyzed the competition because now you know what they’re all saying. So you make sure you’re saying the same thing except you’re going a layer above that and you’re beating them with your USB. And because you spoke to them, you know exactly what to say because your customers are gonna tell you.

Right? Simple things like, you know, what what features did you like best? Shut up and listen. They’re telling you why they chose you right?

And those those are those start building on your USB, and then one of those features may be the secret sauce that you get into how it works.

Right, and then you start building layers. That’s it. And then you use a couple of key metrics, like the metrics I showed you on the calculator, there’s only like four there’s three metrics. There’s conversion rate on your your thing. I’ll show you show you quickly as well.

And this is a good one as well to get into. Like remember this as because don’t get focused on. You can see the screen.

There’s only a couple of metrics that move. And as a business owner, just this is like remember what I’m telling you. And when you talk to a client, special a business owner, this is how you sell them. K.

There’s only a couple of of metrics that move the needle in your business. And if you increase any of them five percent, you see explosive ROI. Okay? The first one is your conversion rate.

This is your sales page, your landing page. This is what they hire you for to bring that in. Right? So if you increase this by another five say say you put this to ten percent, Watch how much more you make the client.

A lot of money.

Okay. The next one is your close ratio. This is and this is where agencies fail. They’ll send tons of leads, qualified leads.

But if those leads don’t book, what’s the point? And that’s where agencies fail, but business owners know this is a problem. They’ll say, well, everyone promises leads and you say, well, we’re gonna measure this ratio. And this is this is this is important because this is your close ratio.

And we’re going to apply consultative selling. We’re going to put this to fifty percent, and they’re all they’re all between twenty and thirty percent, by the way. That’s just you can count on that. We’re going to put this to fifty percent.

Look at their ROI. And then they also understand lifetime value and you’re how do you increase lifetime value? We know this stuff. You, you put a order on the thank you page.

Opsol, right? And you increase that even by another one hundred bucks explodes and then this is the secret sauce. This is agent part businesses will know what you’re talking about here is everyone puts this as a hundred percent. Right?

This is your your profit. So everyone uses this metric, but that’s not ROI. That’s return on ad spend. Even Google gets it wrong.

So you’re telling them, listen. Your lifetime value is two thousand two hundred. I know not all that is profit. And they’re like, yeah, exactly.

That’s my gross margin. Exactly. So let’s put you in and there are these remember these numbers, these are the same across the board. Okay?

Your gross margin is around sixty, sixty five percent. Yeah. Yeah. Maybe fifty between yeah. Exactly.

It is. Okay. Great. So we’re gonna put you at sixty percent. I like to be a little conservative.

Let’s put you at, say, forty percent. K? And Now I know your net profit is gonna come around say like twenty, twenty five percent. Those are that’s available information as across the board.

Those are pretty standard numbers. And now the business owner is going, oh my gosh. They totally get my business. They understand me.

Right? And this this is what I just showed you as direct response, you’re showing results, you’re showing value, right, but you’re selling this is part of our USB. This is one of our secret sauces. Right?

We’ve now it works every single time. Does that make sense? Like, it’s how it all works together?

Yes. Just learn those things. It’s it’s not complicated. Conversionary close ratio, lifetime value, done. Those are the only metrics that matter in the business.

Nothing else matters, right? And as long as you’re driving qualified traffic, this matter. You control these, and it’s, it’s so simple and so easy. And then work with them on this, this, this, this, and you’ll notice that when you get businesses busy, because then you you start flooding them, then it’s always an operational issue.

They start to break down because they can’t handle the volume, right, and then their profit margin searches and then you have to work with them to build that up. But that’s when you get into, Hey, I want I want a percentage of sales.

Right? So a lot of clients that we what they used to be clients, but now we we do profit sharing, right? But make no mistake. I know the numbers because the first conversation you need to have with a client, the very first conversation is what’s your lifetime value?

What is your sales close ratio? What is your conversion rate? What is your cost per lead? What’s your your your cost per acquisition?

Right? Because if you don’t have those conversations, you can’t advertise and don’t count on Google to tell you. Google’s system is optimized around cost per lead. Sorry, cost per acquisition.

In your space, in our space, it’s actually cost per lead. You have to go back a layer, but Google doesn’t tell you that. Right? Don’t even measure six that you can import your your ROI into Google ads.

You can do that stuff, but Google that’s like hidden secrets that a lot of people don’t know. Right? There’s another USB, We know this stuff, right? So that we work with clients.

So when we do Google ads, we we measure success by ROI. True, did you actually make money and we link it to the CRM. So I wish I could show you. We have a client who has, this one, our u s p.

So we have a, CRM, So what we figured out is we take lifetime value. So when their patient closes, what we do is we we use Google as API and now we know the exact keyword that that close so we can tie revenue to that keyword. See how powerful that is? And then we can use that metric inside of Google ads to start optimizing campaigns.

That’s data driven. There’s our other that’s another USB, why you should choose us, and you keep on building on that.

Make sense?

Yes.

Yeah.

I just wanted to mention, I really love this method of selling because it makes it feel more logical. Like, look at the numbers.

Like, if you’re turning away from these numbers, then you’re actually making an illogical decision So I really like this method. Yeah.

I’ve never met a client who put me in front of an agency, put me in front of a if if I put me in front of a client, client, like, who works with an agency, you go through this, they’re gonna sign up with you. We still have a client Joe sent to us fifteen years ago. Right? And it’s not that we’re, like, super great at what we do is because we know the numbers, and we just, like, I don’t I don’t even like Google ads, it just once you once you know and you tell Google, I only want you to optimize campaigns based off of revenue using first click attribution to the original channel.

You you can’t lose, like, you you you’ll make money. Right? And then it’s just monitoring those metrics and going and just don’t over complicate but I didn’t invent this stuff. This is like stuff that was talked about in the forties and fifties.

This is direct response, pure and simple. It’s that, it’s that easy. Joe put me onto that, and study that art, study, and then you’ll start to see the patterns, and you’ll see how simple it is. Understanding a problem, offering the solution to solve that problem, separating yourself from the competition, monitoring these metrics, growing your list, selling to that list, sorting by lifetime value, most aware audience, that all that is is is the people, there’s two types of most aware.

There’s there’s the the the people who are on the fence, they wanna purchase with you. Maybe they were they were recommended by a friend or something. They’re convinced you’re the solution. They’re most aware.

They just need a discount. And the other most aware is that they’re on your list they’ve purchased from you previously. Find out who they are, segment by that. Those are your repeat purchases.

Those are your most of our audience, and then just hit them with discounts. That’s it. Where’s the thing on this? Do you see this right here?

I don’t know if you see my screen. Do you see this?

So this is brilliant. So this is like how simple it is. This is from IBuy direct. I purchased these, glasses, I buy direct, and every month I get a card offering a discount.

I’m most aware. I am their most aware audience I’ve purchased. They’ve segmented because I know I’ve made multiple purchases and every month I get it to a card. Hey, purchase again.

We’re thinking of you. Thirty percent off, forty percent off. That’s it. That’s all it has to be.

But there’s so much opportunity in that, right, because no one’s doing this anymore, but it’s as simple as that. That’s direct response.

Make sense?

Yeah. My takeaway oh, sorry, Esther. No.

No. Go ahead, Carla.

My personal takeaway from all of this is let the facts and the data speak for themselves. You know, don’t go down by, you know, I think that my problem is I kinda let myself I just, you know, I get in the way. Like, I just step away and focus on the facts. Like, I think it things are simple to you because you strip everything away and it comes down to the data and the facts. And so to you, it’s very crystal clear.

The benefits and the, you know, what we’re offering. But I think so many times, I, you know, my emotions get involved in my you know, my insecurities or whatever. Like, I bring all that in, I question, bring in all these questions that maybe, I’m making complicating things for myself.

I I work with copywriters because I’m not, like, technically, I’m not a copywriter. I’m a direct response marketer, and copywriters are much better. Like, I understand the psychology behind it. But there’s also there’s the it goes a layer deeper, but I focus on the basics and it’s not.

Some people it’s it’s just that you strip everything down as much as possible and you fold it works for us and it, other people like to be more creative. I’m not I’m not creative. I’m far from it. Like, I’m I just it’s not in my it’s not in my DNA. Right?

But it’s just, I know a lot of copy readers are, but, yeah, it just focus direct response as much as possible, study direct response as much as possible. I think you’ll you’ll like it. It’s all based on data. It’s really straightforward, right?

And then just strip it down and simplify.

It’s fine. When you think about it, all the stuff you can do? Yeah.

I love it.

And then you’ll start making money for yourself, and then you’ll realize, holy crap. Why why why am I not why am I doing this for other people? Right? And then then you get into the real fun stuff. And then it’s all about, you know, yeah, and then it’s about enjoying enjoying life. Right?

But I’ve screwed up a lot of times. Like, I’ve I’ve lost over a million dollars. So I’m not I’m not like trust me. I’ve learned I’ve made a lot of mistakes.

I opened up a clinic in LA, literally, I lost from that six hundred thousand. Right? I learned from my mistakes and it’s not I don’t know But that’s the beauty of of the process of direct response, even Joe’s process, you know, testing and learning that’s built into it. It’s baked into it.

Right? Everything you do is an experiment and you go into it, you build your landing page. You you don’t know if that’s gonna convert. Like, it tells us that should be, you know, long form landing pages convert.

That’s not true all the time. I know for a fact that we’ve put up pages and and like a paragraph converted more. It’s like, how the hell is this happening? Or an image we thought would work is it didn’t, or we were messaging was to a product of our audience, but it would they didn’t but then we put up a discount and everyone purchased.

You’re like, this doesn’t make sense. But now you have a control and you can get in there. You can start figuring it out. Right?

It’s not it’s not perfect, but that gives us to I screw up, I fail every day, right? Every single day, I wake up, I make mistakes.

You know, but what you’re feeling is normal. Don’t I feel that way. I hate, presentations. I don’t like presentations. I hate it. I’m I’m logical. I’m not creative.

Right? And I’m I’m what we call visionary. I’m not an integrator. Right? I have teams and I delegate all this stuff to them.

So it’s it’s very uncomfortable for me to do. Right? Because that’s that’s the way I’m just I’m wired.

But you so what I’m saying is those feelings you’re feeling normal.

Right? It’s completely normal. Right? It’s just everyone everyone thinks that.

Make sense?

Yeah. Yeah. Like, it’s, especially with my team, I hear that all the time. So it is tough, like, it does hit me, like, to hear it because I, it’s and a lot of people feel that in the space.

A lot of people think like impostor syndrome, you know, I don’t look like I’m not an expert. People are gonna think I’m an expert. I don’t know my stuff. Like all of that is completely normal and even people who are in the space who are experts and influencers, they all feel the same.

They’ll journal, they’ll have coaches to deal with those emotions, and that’s the trick. It’s like once you understand that everyone feels the same way, and everyone like, I don’t know. I’ll put you on a secret. I don’t know if you guys have noticed on the the slack channels.

I leave spelling mistakes on purpose. And I I do that intentionally because I’m dealing with, like, with, like, you you take those emotions and then you you make them work for you. And eventually you start building this, like, this wall where it doesn’t matter, and then you realize the world doesn’t care. Like, people that really don’t care.

Has anyone noticed those spelling mistakes I make?

See? Like, it’s like, no what, nobody cares. And it’s like, but I used it ten years ago, I would be so petrified and it’s, but it’s building in that stuff. Right? Like I said before, it’s a bit out there. But, like, I’ve gone to a grocery store, laid in the middle of the grocery store to see what people would do. People walked over me.

They don’t care.

I know it’s a bit out there in Farfetch.

It’s a bit wonky, but it just puts it in a perspective, right? But that’s why people get coached They they work with coaches like Joe said. The coaches aren’t teaching you the practical stuff. They’re teaching you how to deal with all these all these these feelings that what you have are normal. Everyone feels. Imposter syndrome, I think, is the biggest thing students deal with. Right?

But it’s normal. Just remember that Do it anyways. That’s the model. Right?

Yeah.

Anyway, sorry to go off on that. It’s during topic of mine.

Any other, yep?

What resources you would recommend to, like, start off learning direct response.

David Olegle, the one of the legends, the tons. Like, there’s, yeah, there’s tons of books. I’ll I’ll put up a bunch of options.

Yeah, but see, the USP is based off of this one’s scientific advertising.

That’s the whole USB concept where it came out. All, like, all of this stuff that were, like, the direct response, the rule of one. All of this stuff is is it’s just it’s been around for like the forties and fifties and just people are building on it they’re putting like the digital spin on it, but much smarter people figured this out way before. Like they would launch million dollar campaigns with paper.

They didn’t have, like, Excel back then. Right? So they had to simplify it. So one of the rules was you just you assign lifetime value to the original channel, such a simple concept, but today marketers think attribution, this that you have to have that.

That’s not true. Oh, you just need first and last. Use lifetime value, your attribution.

Second click, that’s gonna tell you which campaigns are closing. And then or your first click is gonna tell you as long as you link lifetime dot, like, it’s it’s so simple that we like to complicate stuff, right? We like to have all these different models and then Google says, Now you need AI. You need AI to do that. Yeah. It depends.

As long as you’re tracking ROI to the original channel and you’re using revenue then then it matters, But like how many people, if you guys know clients are using Google ads, I can guarantee that they’re using data driven, but here’s the here’s the messed up part. I don’t know. I’m sharing my screen. Right? So let’s say I send the they’re spending all this money and it’s a ten percent close ratio, right? And everyone’s thinking, oh, this campaign’s doing really well, and Google’s optimizing around this threshold because it’s sending you a hundred delays. Here’s the problem.

Only one of them or zero have booked. The client’s losing money, but Google doesn’t know that because you haven’t closed the loop. So Google’s optimizing around this. That’s what data driven is.

You have to pick the metric. It’s scary.

And everyone’s running around thinking everything’s working for them. It’s not because they’re not closing anything. They’re all shitty leads. I’ve experienced that.

Right? So Google’s optimizing for shitty leads because they’re not they’re not optimized running metrics that matter. Right? So imagine if you’re pumping you know, all of this money.

Now you’re getting into this and say you’re five, like, this I’ve seen this. Like, we did a Facebook campaign which on paper was really well. We generate thousands of leads. Guess what?

None unbooked.

Right? And every business owner you talk to, like, I I I literally, like, fired a client one time. I said, like, I’m not they’re like, we want you to do Facebook advertising. I’m not doing Facebook.

Why? Because I know it doesn’t work. Well, why do you know? And they I’m like, because those are vanity metrics, right?

But it doesn’t, it doesn’t, I don’t like Facebook anyways. It’s it’s like a long term play, but anyway, that’s a totally different story.

Sorry to rant.

No problem. That was really helpful.

Yeah. Thank you. But have fun with it. Right? Like, I’ll I’ll give you some resources on it.

Like Joe’s training, obviously. That that’s peer direct response as peer, computers are copywriting. That’s amazing training. Like that that studying, that’s where I started my training.

And then like Joe said, she mentioned to me as well. Study response, the Grates, your David will hold these.

And you’ll notice, it’s it’s pretty straight. They all preach the same stuff, right? And then just, and then you’ll start to you’ll start to see a pattern and give it a couple of years, but it’ll sink in, right? Then you’ll start looking at stuff and saying, oh, that’s this stage of awareness.

Oh, this is stage of awareness, and then you’ll get mail. It’s like, oh, sign up for everything like every I get so many letters and it does my swipe file. Right? It’s you everywhere you go, go to a national enquirer and sign up for all those little things at the end.

Those are direct response marketers. They know their stuff. And then watch what they send you and step back and start analyzing it. Right?

All of those place. What’s another one? Like, what’s another one like inquire? All those book, look at those those full page ads.

They’re making money can guarantee it. Those that’s a lot of money to be put in there. They know what they’re doing. That’s peer direct response and see what they see what they sense, see what they do and learn. Right? I love doing that, so.

Cool?

Very cool. Thank you.

Yeah. No problem. Any, any any other questions or Okay. Yeah. So hope that, yeah, I hope it was helpful. I look forward. Put up the anything anyone wants me to look at.

Like, put it up in the channel and, Oh, do we get a I do have a question.

Do we get a, do we get the competitive analysis template? Will you be sharing that?

I can. If you want, did you wanna copy of it?

I mean, yes, if you don’t mind.

Of course. No. Of course. Any, the competitor analysis, anything else.

I’m gonna share the, let me show the oh, yeah. Actually, this is a good one. Let me show you guys because, you know, Joe talks about your spit draft and wire for me and whatnot, and when you’re doing your, when you’re creating your pages. So this is what to do.

Do do do do bear with me while I open it here.

And then the survey data, you know the training on that where you take your survey data, you put it in your messaging, and then you take you apply proven copywriting formulas after that?

Yes.

Okay. So that is the so that the concept that we went over will share the whole wireframe with you.

But we have, all of the pages mapped out. And then it’s just really the, the what versus the, the how. And then you just focus on what you wanna say. If it’s yours.

Yeah. I’ll take it out for you later, but it’s a whole, it’s a whole sequence that, anyways, I’ll share it with you. I thought I could find it I’ll share all this with you. I’ll share the competitor research.

I’ll, what else? The, this bit draft and wireframe, the survey questions, that we have. So we analyzed all of the, every copywriter known. We we they all have questions that they ask and then there’s also story frameworks.

So we have the we can pile this massive list of questions that are designed to get a a response from different people. And then you can pick and choose which ones you want, and you can ask those. We’ll send those as well.

Okay. Great.

And then just having fun with it. Right? And, but anything else, anything else you want me to look at on the forms? Like, yeah, put it up, and we can, Happy to look at it too. Oh, we’ll send our, the UVP, sorry, the avatar that we use as well.

Okay?

Thanks, James.

Okay. Thanks, everybody.

Bye. Bye bye.

 

Sell by Chat: Open With Boards When You’re Bored

Sell by Chat: Open With Boards When You're Bored

Transcript

Alright. We’re going to dive in.

I know a few people have DM’d to say they’ll be showing up a little late today, so I’m just gonna roll with it.

Cool. We also have more training this afternoon for, the intensive. So there’s a bunch of stuff on, deck today for Copy School Pro. Today, we are finally talking about something I’ve been hinting at for the last little bit, and that is sell by chat.

Sell by chat, there’s a lot we can say to get into that. When we worked on the sixteen by twenty three lesson a little bit ago, part of that was part of sell by chat where you’re trying to open conversations, especially in that case after they’ve gone, a little bit cold or we just haven’t heard from people in a while. And maybe on their end, it’s still warm, but on your end, it’s feeling a little cold.

So today, though, we’re going to talk about brand new followers and how to open conversations with them so that you can nurture them to a close. Now we’re gonna talk all the way through closing them, in the framework I’m gonna walk you through today.

But you won’t always close them as easily or quickly as is shown here. So we’re gonna walk through, like, these nine parts, but that could happen over a six week period. So or eight weeks or one week or one hour. It can vary.

Right? It depends on who you’re talking to and what they’re looking for. So and it also helps to have a lot of practice with this stuff too. So keep that in mind.

As a reminder, we are diving in, questions. You’ll come off mute for any questions you’d like to ask. If you would like to be on camera, that’s perfect and highly encouraged so people can see each other, say, hey. Get to know each other’s faces.

After this walk through, we’re going to have a q and a session. That’s an ask me anything. It can be directly tied to what we’re talking about today, or it can get into other questions you have as a freelancer looking to make more money with happy clients.

Make sure when you ask a question, you always start with a win, a win of any kind. We just wanna focus on things that are good and getting better because it can be very challenging, to work for yourself. And, it’s easy to focus on some of the harder stuff when there’s a lot of good stuff happening too. Alright.

I am going to start sharing my screen. You will soon first, you’re gonna see the Zoom background, then you’re gonna see my calendar, and now we’re going to see that. That’s what we’re looking for. This is our, worksheet for today.

Moving a few more things around.

Alright. Cool. So, again, this is sell by chat where the idea is that you have one on one conversations with people in order to get them to buy, just like old school salespeople have always done, except we’re doing it over the phone and in some cases then, of course, leading to having conversations like this over Zoom.

But the idea here for today is to start opening conversations manually on your phone. In, the intensive freelancing, next week, we’re getting into a bunch of social stuff, including ManyChat.

So we’ll talk more about that later. Today, we are talking about a tool that is very, very easy to use. We have a person who’s just joined our team to do sell by chat as her full job, and that really just means opening conversations with new followers and nurturing them to do something. So she is on her phone all the time, and whenever we get a new follower, she immediately pings them and starts working through what we’re gonna talk through today.

This works for LinkedIn as well. So if you’re like, I don’t do Instagram. One, strongly consider starting on it, slash just do it. And then two, it’s okay because it also works for LinkedIn.

It works everywhere that people can connect with you. Where it doesn’t work, yet is, like, YouTube because that’s there’s just no mechanism there to start, like, one on one conversations with people. Maybe Google has a plan for that. I don’t know.

But it does make us think twice about spending too much of our resources on YouTube, and I’d encourage you to have the same kind of thought when you’re trying to figure out where your Instagram or, sorry, where your social focus should be for us. It’s currently Instagram, and here’s why. What we’re gonna talk through today is why.

So this is called open with boards when you’re bored because boards is a tool. I’m going to show you the tool. It is a tool that replaces your keyboard. So when you’re actually in Instagram or WhatsApp or Facebook Messenger or wherever you may be, where people are following you or chatting with you, it actually just replaces your keyboard.

So you go in and someone has started a conversation here. That’s our chat person just did that. You hit to reply to the message, and then you can hit the little globe icon below to get you into something called boards. You can see that here showing a little bit in there.

Oh, my my phone’s a little dirty.

But this showing on the screen is what that brings up. So if I click boards, and it’s a whole process to walk you through that, but I actually have put a page together for you to see in today’s, document so you can go into what boards really does.

We have you’ll have just basically really quick, conversations with people that are ready to go. So here’s an example.

When somebody is following us is a new as a new follower, our person, her name’s Maddie, our person who, opens a conversation with them goes into boards. They see this. You can see that there are multiple boards off to the side here. We can talk through those if you’d like to, and I’m happy to.

But what they’re going to start with is this one under board for freelancing school and copy school professional candidates is what we’ve called it. So, basically, any freelancer who reaches out to us, we default to believing everybody’s a freelancer. You’ll default to believing whatever it is that you believe, and we’ll get into that for your clients. But they’ve got new leads as a folder. That’s a folder you can go into where there’s all sorts of stuff in there. Then they have warm or good leads, like, oh, we’ve started to move along in the conversation.

And there’s also hot leads, people who are ready to go, and it’s time to just, like, hop on a call and have a conversation. Now those are folders to go into, but this is where she starts very often with this. First name, last name. So Joanna Weeb exclamation point.

That’s the first thing. She hits that on her keyboard. She replaces it with first name, last name. Boards isn’t quite that smart yet to do that.

So she has to manually do that, but she always knows that’s what it is. Then the second one, thanks for commenting on my post. She hits enter after that. Always hitting enter.

Always hitting enter. Really quick, snappy messages, and then appreciate it. That’s how she opens up a lot of conversations. There are other ways to open up conversations like, hi.

Thanks for the follow and support. How did you stumble across my stuff?

And, hey. Are you here for the bids, or do you have a freelancing goal? Those are the three most common ways that we open a conversation.

Those three with first name, last name, and then these followed by those other two that I just showed you. We’re playing with different ones all the time. I’m not gonna get too deeply into that. We can talk about it later.

What I wanna do is just show you what boards is and why I say you should be on boards when you’re bored. Because when you’re standing in a line, when you’re sitting in front of whatever you’re watching at night, when you’re even just on a treadmill and you have a choice. You can stare at a screen in front of you that has, like, some sports recap on it at the gym when you’re like, I really don’t care. And if you’re not listening to an audiobook or even if you are and you’ve heard it a million times, you can hop on your phone and be welcoming new followers on LinkedIn, again, on Facebook, wherever this thing may be that you’re actually focusing.

When you’re bored, that’s a signal for you to hop on your phone and start interacting with the people who follow you. So we’re gonna get into why and how that works. But the idea is, of course, to open conversations with prospects that we can close. Now this is working happening with people selling packages to clients, by which I mean, it can happen for you very, very easily.

One of the coaching programs I’m in, this is a bit of an ex like, a out of control, results. But after nurturing a lead for a couple months, this one person, not the coach, one of the students in this group coaching program, was able to close a twenty million dollar project. It was a long sales cycle. Don’t get me wrong.

And all sorts of stuff. And I say you’re gonna close a twenty million dollar project. What I’m saying is even the most ridiculously large projects are, like, waiting to be closed to open, nurture, and close just with people who are on Instagram.

That’s it. Really straightforward stuff. You can can close twenty thousand dollar projects this way. You can close two hundred dollar like, let’s hop on a call right now and have a quick back and forth to get through your strategy or whatever it might be. You could close all sorts of things on these calls.

You should, of course, obviously be focus focusing on your specialized project. That’s what you’re trying to get everybody into. But if you have a first thing such as let’s hop on a call, we’ll brainstorm some ideas, here’s a link to buy my time and book my time, etcetera. Cool.

Cool. Cool. That’s what we’re talking about. That’s what we’re thinking about. So I know a lot of people who here use Instagram, chat on Instagram, or, like, good idea, but it’s not for me.

Try it. Try it. It’s working for us, and I recommend that you get cracking on it. So you wanna install boards on your phone and, of course, in your browser because you can do stuff with that. I’ve got it up here in my browser.

You’re basically using it to replace your keyboard. That’s it. And only when you need to replace your keyboard with prewritten tests.

Always be on your phone. You already are. So now do work on it. So you can open with all new followers or commenters as soon as possible and nurture them night and day.

Boards and something called ManyChat work really well together. You’re going to want to use both. We’ll talk about ManyChat later. Boards is the quickest way to just get going.

I already said, hit send after every thought, every sentence, no paragraphs. Right? Like, you’re a teenager, just get in there and go, and show engagement and responsiveness. So you might start with scripted stuff, and then you wanna make sure you’re listening to them and having a conversation with them without falling into the friend zone.

This is really critical. When you are somebody who is an expert in the thing that you do, even when it feels like you’re really accessible and, like, oh, wow. Johnson’s on the other side of this chat. I can’t believe I’m talking to the copywriter that I wanna hire.

I wanna, like, chat with Johnson about, like, where he lives and what he’s doing and how business is going for him. And you have to be careful not to fall into that friend zone because you’re not here to just, like, hey. Let’s hang and talk about shit. You’re here to actually move them through getting you on board with, like, on hiring you.

Okay? So here’s how we do that.

Nine parts as I promised.

Open a conversation. We’re talking about opens with boards. Qualify that person. Are are they right for you?

Are they a good fit? If they’re not, you’re allowed to just bring that conversation to a close. You don’t owe anybody anything. Just make sure that you’re closing it off.

Right? Like, in a nice way. Like, wow. That’s so cool. And then just leave it.

Convert to call is the third and final step. In most cases, you’ll want to convert to call. Everybody in Coffee School Pro should be trying to get somebody on a call so they can have a good conversation with them. Alright.

So that’s the basic. Those are the three steps that we’re working through. Then under each of those, in this order, first, we want to appear to them. Right?

So that’s that thing where, hey. Thanks for the follow. How’d you stumble on my stuff? Or the other one I showed you, which is first, last, Joanna Weeb, Johnson’s Bank.

Who else we have here? Jessica Noel, whatever it could be. Thanks for commenting on my post. Appreciate it.

Then they reply, and then you have an engaging moment.

This is the open this is where you know something about them. So if you see if you go look at them, you see, oh, they’re VP of marketing at Audio Technica. Okay. Cool.

Audio Technica is cool. I have your mic or something.

How long have you been there? Whatever that could be, but you’re really just starting to open a conversation that’s not about them as necessarily people, but rather as business people. So you’re in business. They’re in business.

You’re going to talk about business. They’re probably not following you for shits and giggles. Right? They’re probably following you because they liked something you had to share about your area of expertise, and they’re like, that’s very interesting.

I wanna know more. So you’re allowed to start talking with them about that stuff. And I wouldn’t even say you should prequalify anyone at this point.

Everybody who comes into your Instagram gets these messages.

Now if it comes down to this and they haven’t replied to your appear, if you’ve said, like, hey. Thanks for commenting or, hey. Thanks for the follow. Appreciate it. And they don’t say anything back to you, you don’t have to continue on. Like, you can just stop there. And if they come back with something like, totally, hey.

What supplements do you use? And you can tell they’re about to, like, try to sell you supplements. You can just, like, casually fail on that conversation so you don’t have to go here, but we’re assuming things are actually going along well. You’re not attracting people who just want to sell you supplements.

So you can move forward with that. So just, like, connect with them. It could be as simple as love your Instagram, or how long have you been in email marketing or both. Right?

We’re just trying to really advance the conversation toward where we want them to go, which is getting on a phone call with you. Then this is an important one, and this I learned from one of my coaches. We didn’t even realize we were doing it, and then we felt really good that we were doing it.

We didn’t even realize we were doing it, and then we felt really good that we were doing it. And ours was, are you an in house, copywriter, or are you freelance?

So this is where are you x or y so that they just reply with one of the two things, and you wanna know what that thing is so that you can take the conversation to the next part, which is qualifying them. So if it’s this, that, do you have an email team, or do you use freelancers?

Do you run email, or do you have a VP of life cycle? Whatever that could be. Right? And I’m saying email here, but whatever your example is for your situation, the point is, this is the point at which we give them a this or that.

Are you this or are you that? Do you want this or do you want that? Whatever it could be. Right?

Then we’ve opened the conversation. We’ve got them talking about work.

Don’t worry if you’re like, oh, no. They’re gonna know that I’m trying to sell them.

Yeah.

It’s okay. It’s okay when you go on to a you go into a store and someone wants to help you get something.

We can’t assume everybody’s a browser, and we can’t assume that you’re going to serve everybody who’s here to browse and just, like, hang up. You’re allowed to sell. So if anything’s getting in the way for you here where you’re like, it feels inauthentic because I’m pretending to show interest, and what I really wanna do is just make money off them. One, just actually show interest then. Like, just be interested.

And then from there, don’t worry. Don’t worry too much with how it’s coming off. You’re still learning this stuff. You’ll get to a place where you feel, like, really good about this conversation that’s getting them what they want.

If you are sharing your specialization and your thought leadership and who you are on Instagram or wherever you do this, then they’re responding to that. So you’ve already established good things that make them want to follow you or comment on your stuff. You’re allowed to take it to the next level. You’re allowed to assume that they’re ready for some level of project engagement with you.

Okay.

Qualifying comes. Next, this is where we want to identify the gap. So this, that, and the gap are two really important parts in here that you wanna be careful not to just kind of, like, glaze over. The gap is where they are able to identify this is what I want, but this is what’s happening, and they can see there’s a gap.

I want to make twenty thousand dollars a month. I’m making eight thousand dollars a month. So there’s a twelve thousand dollar gap in there. Do I have a plan to get to close that gap?

If it’s due more of the same, is it can I reasonably expect to close that gap? So, no, we wanna make sure that they’re acknowledging the gap between what they have and what they want. How are your emails selling right now? Where would you like them to be?

Ask both of those in the same line. How are your ads performing right now, and how do you wish they would perform? What’s your cost to acquire a customer right now? What do you wish it would be, or what do you believe it should be?

Those sorts of things. Okay? So we’re trying to establish and this is, again, going to be tied to your specialization, the thing that you do, the offer that you are trying to eventually get them to say yes to. You’re qualifying them. If they’re like, oh, well, we don’t really do emails.

Oh, cool. And then you bail. Right? So just know that that’s what we’re working through.

Then comes the obstacle. So and this is like there’s different ways you can go through from this point on. I like the obstacle. So here’s the gap, and then what’s getting in the way.

So what’s getting in the way of your emails performing you or what’s getting in the way of you going from eight thousand dollars to twenty thousand dollars? What have you tried so far? And that’s where they start self diagnosing the problem. Well, I’m not really sure.

I’ve read all these books, or I bought this book and haven’t read it. Have you thought of reading the book? Those kinds of things. Like, you can talk through, and they’re like, well, I just don’t believe it’s the book.

I think what I really need to do is x, and I just wish I had somebody I could talk to about this or whatever it could be. Right? And then we can get into offering the help. That’s interesting.

I’ve got some ideas. Do you wanna talk?

And very quickly, moving that to a call. Very quickly. As soon as we get into offering help, we’re offer help might actually need to be over in the convert to call side of things because you’re ready there to start moving them to hopping on a call with you. And in this situation, you do need to be ready to have your like, to be ready to hop on.

You’re already on your phone because you’re Instagramming them. So you might as well call. Right? Just hop on a phone call with them.

Great. What’s your best number? How can I reach you? Are you free right now? And if they’re like, oh, no.

I’m at work right now. I can’t talk right now. Like, I have a meeting I’m going into. No worries.

Let me get you my calendar link. Or if they’re like, here’s my number score. You’ve done very, very well. Excellent.

Get on that freaking call where you can close them there. But what we wanna do in a lot of cases, they’ll be like, I’m busy, because they’re scared to get on a call with you.

And that’s where you’re like, no worries. Let me get you my calendar link. Here is my Calendly, and then you wait.

Hey. Did that work for you? Did that link work for you? And you wait for them to reply with, yeah.

I got it. Or, yep. I could actually, I couldn’t find any time that works for me. And then you can go further.

Okay? If there’s well, what time does work for you? Are you free in thirty minutes? Are you free tomorrow at two PM?

I’m in Pacific time. Where are you at? So you’re just now working to get them to say yes to a call.

That’s the whole thing. It happens on social media, in DMs, privately, but that’s really the objective. That’s all you’re working toward. So what you can do with this is brainstorm your own opens, your own qualifying questions, and that’s, like, all of the stuff, the gap.

Start writing all that stuff down and then converting, of course. I have this under advanced because it’s pretty advanced for most freelancers to start doing this, but the actual techniques are really, really simple. Go into boards. Start setting these up as really basic.

Like, you’ve got them all right here. All three of these. So first, one, two, three, four, five, six, seven, eight, nine. You can just put numbers on them and just be ready to hit those numbers.

Right? That’s it. That’s the whole thing. It’s one more great way where if you are putting content out into the world, you deserve to do something with that.

You don’t just put it out there and, like, hope everybody’s really happy with you because you can’t pay bills with happiness. What you want to do is make sure that you are converting, converting them to a call, and then we can talk more about what happens in those calls. That’s where you’ll have diagnostic and other things that we’ve talked about already. Cool?

Cool. There’s chat here. Who chatted well? Oh, good. Thank you.

Questions.

Where are you at?

You ready to go? Ready to do it?

Scared to do it? I’m not, back on, I’m not running my socials again yet, but this, this is really and I’m is it next week we’re gonna do ManyChat?

Next week in, the intensive freelancing, we’ll be talking about ManyChat and showing it, but not, doing, like, an intensive training on it because it’s, like, really deep. Although, I will direct you to training on it. Yeah.

Okay. Cool. Yeah. But no. This is, this is amazing and exciting. I’m just not I’m not on socials back on yet, but, it’s really cool.

Cool. Awesome. Jessica, Caroline, anything to add?

I have a question if that’s alright.

Well, as I do it.

Okay. So I don’t I always get myself in these predicaments.

But, as you were speaking, I was like, gosh. You would I I have a right in Maine, you know, my company’s name as an Instagram face, all the things. Right? But then when I started my newsletter, I named it the holiday win because I wanted it to be really clear that it was about seasonal and holiday sales.

So then I got all the socials related to that. And now sitting here going, okay. Where am I building a brand? So I was just wondering with this because I’m assuming it’s all through one, you know, like, one account in Instagram or something.

You know? So I was just curious what your thoughts were on that.

Yeah. I mean, there’s definitely no point in spreading yourself thin, unless you have, like, a massive team of multiple people who can run your social. I would just just merge it or just choose, like, what to do there.

But you gotta choose one. There’s gotta be just one account.

Can’t be both, which might mean giving up everybody from right in Maine. Just, like, posting on there, like, hey. I’m moving over to this now, and here’s why.

And then you can do a bunch of stuff on here’s why you’re focusing, and that will help move them over and under and help them understand why they should follow you over at the holiday win.

Okay. Alright. Thank you. Yeah.

I would make it content, though.

Like, it’s cool that you’re making this business decision, and you can be really transparent with that and, like, share it on social. Okay.

Cool. Awesome.

Worksheet

Sell By Chat 

Worksheet

Sell By Chat 

Transcript

Alright. We’re going to dive in.

I know a few people have DM’d to say they’ll be showing up a little late today, so I’m just gonna roll with it.

Cool. We also have more training this afternoon for, the intensive. So there’s a bunch of stuff on, deck today for Copy School Pro. Today, we are finally talking about something I’ve been hinting at for the last little bit, and that is sell by chat.

Sell by chat, there’s a lot we can say to get into that. When we worked on the sixteen by twenty three lesson a little bit ago, part of that was part of sell by chat where you’re trying to open conversations, especially in that case after they’ve gone, a little bit cold or we just haven’t heard from people in a while. And maybe on their end, it’s still warm, but on your end, it’s feeling a little cold.

So today, though, we’re going to talk about brand new followers and how to open conversations with them so that you can nurture them to a close. Now we’re gonna talk all the way through closing them, in the framework I’m gonna walk you through today.

But you won’t always close them as easily or quickly as is shown here. So we’re gonna walk through, like, these nine parts, but that could happen over a six week period. So or eight weeks or one week or one hour. It can vary.

Right? It depends on who you’re talking to and what they’re looking for. So and it also helps to have a lot of practice with this stuff too. So keep that in mind.

As a reminder, we are diving in, questions. You’ll come off mute for any questions you’d like to ask. If you would like to be on camera, that’s perfect and highly encouraged so people can see each other, say, hey. Get to know each other’s faces.

After this walk through, we’re going to have a q and a session. That’s an ask me anything. It can be directly tied to what we’re talking about today, or it can get into other questions you have as a freelancer looking to make more money with happy clients.

Make sure when you ask a question, you always start with a win, a win of any kind. We just wanna focus on things that are good and getting better because it can be very challenging, to work for yourself. And, it’s easy to focus on some of the harder stuff when there’s a lot of good stuff happening too. Alright.

I am going to start sharing my screen. You will soon first, you’re gonna see the Zoom background, then you’re gonna see my calendar, and now we’re going to see that. That’s what we’re looking for. This is our, worksheet for today.

Moving a few more things around.

Alright. Cool. So, again, this is sell by chat where the idea is that you have one on one conversations with people in order to get them to buy, just like old school salespeople have always done, except we’re doing it over the phone and in some cases then, of course, leading to having conversations like this over Zoom.

But the idea here for today is to start opening conversations manually on your phone. In, the intensive freelancing, next week, we’re getting into a bunch of social stuff, including ManyChat.

So we’ll talk more about that later. Today, we are talking about a tool that is very, very easy to use. We have a person who’s just joined our team to do sell by chat as her full job, and that really just means opening conversations with new followers and nurturing them to do something. So she is on her phone all the time, and whenever we get a new follower, she immediately pings them and starts working through what we’re gonna talk through today.

This works for LinkedIn as well. So if you’re like, I don’t do Instagram. One, strongly consider starting on it, slash just do it. And then two, it’s okay because it also works for LinkedIn.

It works everywhere that people can connect with you. Where it doesn’t work, yet is, like, YouTube because that’s there’s just no mechanism there to start, like, one on one conversations with people. Maybe Google has a plan for that. I don’t know.

But it does make us think twice about spending too much of our resources on YouTube, and I’d encourage you to have the same kind of thought when you’re trying to figure out where your Instagram or, sorry, where your social focus should be for us. It’s currently Instagram, and here’s why. What we’re gonna talk through today is why.

So this is called open with boards when you’re bored because boards is a tool. I’m going to show you the tool. It is a tool that replaces your keyboard. So when you’re actually in Instagram or WhatsApp or Facebook Messenger or wherever you may be, where people are following you or chatting with you, it actually just replaces your keyboard.

So you go in and someone has started a conversation here. That’s our chat person just did that. You hit to reply to the message, and then you can hit the little globe icon below to get you into something called boards. You can see that here showing a little bit in there.

Oh, my my phone’s a little dirty.

But this showing on the screen is what that brings up. So if I click boards, and it’s a whole process to walk you through that, but I actually have put a page together for you to see in today’s, document so you can go into what boards really does.

We have you’ll have just basically really quick, conversations with people that are ready to go. So here’s an example.

When somebody is following us is a new as a new follower, our person, her name’s Maddie, our person who, opens a conversation with them goes into boards. They see this. You can see that there are multiple boards off to the side here. We can talk through those if you’d like to, and I’m happy to.

But what they’re going to start with is this one under board for freelancing school and copy school professional candidates is what we’ve called it. So, basically, any freelancer who reaches out to us, we default to believing everybody’s a freelancer. You’ll default to believing whatever it is that you believe, and we’ll get into that for your clients. But they’ve got new leads as a folder. That’s a folder you can go into where there’s all sorts of stuff in there. Then they have warm or good leads, like, oh, we’ve started to move along in the conversation.

And there’s also hot leads, people who are ready to go, and it’s time to just, like, hop on a call and have a conversation. Now those are folders to go into, but this is where she starts very often with this. First name, last name. So Joanna Weeb exclamation point.

That’s the first thing. She hits that on her keyboard. She replaces it with first name, last name. Boards isn’t quite that smart yet to do that.

So she has to manually do that, but she always knows that’s what it is. Then the second one, thanks for commenting on my post. She hits enter after that. Always hitting enter.

Always hitting enter. Really quick, snappy messages, and then appreciate it. That’s how she opens up a lot of conversations. There are other ways to open up conversations like, hi.

Thanks for the follow and support. How did you stumble across my stuff?

And, hey. Are you here for the bids, or do you have a freelancing goal? Those are the three most common ways that we open a conversation.

Those three with first name, last name, and then these followed by those other two that I just showed you. We’re playing with different ones all the time. I’m not gonna get too deeply into that. We can talk about it later.

What I wanna do is just show you what boards is and why I say you should be on boards when you’re bored. Because when you’re standing in a line, when you’re sitting in front of whatever you’re watching at night, when you’re even just on a treadmill and you have a choice. You can stare at a screen in front of you that has, like, some sports recap on it at the gym when you’re like, I really don’t care. And if you’re not listening to an audiobook or even if you are and you’ve heard it a million times, you can hop on your phone and be welcoming new followers on LinkedIn, again, on Facebook, wherever this thing may be that you’re actually focusing.

When you’re bored, that’s a signal for you to hop on your phone and start interacting with the people who follow you. So we’re gonna get into why and how that works. But the idea is, of course, to open conversations with prospects that we can close. Now this is working happening with people selling packages to clients, by which I mean, it can happen for you very, very easily.

One of the coaching programs I’m in, this is a bit of an ex like, a out of control, results. But after nurturing a lead for a couple months, this one person, not the coach, one of the students in this group coaching program, was able to close a twenty million dollar project. It was a long sales cycle. Don’t get me wrong.

And all sorts of stuff. And I say you’re gonna close a twenty million dollar project. What I’m saying is even the most ridiculously large projects are, like, waiting to be closed to open, nurture, and close just with people who are on Instagram.

That’s it. Really straightforward stuff. You can can close twenty thousand dollar projects this way. You can close two hundred dollar like, let’s hop on a call right now and have a quick back and forth to get through your strategy or whatever it might be. You could close all sorts of things on these calls.

You should, of course, obviously be focus focusing on your specialized project. That’s what you’re trying to get everybody into. But if you have a first thing such as let’s hop on a call, we’ll brainstorm some ideas, here’s a link to buy my time and book my time, etcetera. Cool.

Cool. Cool. That’s what we’re talking about. That’s what we’re thinking about. So I know a lot of people who here use Instagram, chat on Instagram, or, like, good idea, but it’s not for me.

Try it. Try it. It’s working for us, and I recommend that you get cracking on it. So you wanna install boards on your phone and, of course, in your browser because you can do stuff with that. I’ve got it up here in my browser.

You’re basically using it to replace your keyboard. That’s it. And only when you need to replace your keyboard with prewritten tests.

Always be on your phone. You already are. So now do work on it. So you can open with all new followers or commenters as soon as possible and nurture them night and day.

Boards and something called ManyChat work really well together. You’re going to want to use both. We’ll talk about ManyChat later. Boards is the quickest way to just get going.

I already said, hit send after every thought, every sentence, no paragraphs. Right? Like, you’re a teenager, just get in there and go, and show engagement and responsiveness. So you might start with scripted stuff, and then you wanna make sure you’re listening to them and having a conversation with them without falling into the friend zone.

This is really critical. When you are somebody who is an expert in the thing that you do, even when it feels like you’re really accessible and, like, oh, wow. Johnson’s on the other side of this chat. I can’t believe I’m talking to the copywriter that I wanna hire.

I wanna, like, chat with Johnson about, like, where he lives and what he’s doing and how business is going for him. And you have to be careful not to fall into that friend zone because you’re not here to just, like, hey. Let’s hang and talk about shit. You’re here to actually move them through getting you on board with, like, on hiring you.

Okay? So here’s how we do that.

Nine parts as I promised.

Open a conversation. We’re talking about opens with boards. Qualify that person. Are are they right for you?

Are they a good fit? If they’re not, you’re allowed to just bring that conversation to a close. You don’t owe anybody anything. Just make sure that you’re closing it off.

Right? Like, in a nice way. Like, wow. That’s so cool. And then just leave it.

Convert to call is the third and final step. In most cases, you’ll want to convert to call. Everybody in Coffee School Pro should be trying to get somebody on a call so they can have a good conversation with them. Alright.

So that’s the basic. Those are the three steps that we’re working through. Then under each of those, in this order, first, we want to appear to them. Right?

So that’s that thing where, hey. Thanks for the follow. How’d you stumble on my stuff? Or the other one I showed you, which is first, last, Joanna Weeb, Johnson’s Bank.

Who else we have here? Jessica Noel, whatever it could be. Thanks for commenting on my post. Appreciate it.

Then they reply, and then you have an engaging moment.

This is the open this is where you know something about them. So if you see if you go look at them, you see, oh, they’re VP of marketing at Audio Technica. Okay. Cool.

Audio Technica is cool. I have your mic or something.

How long have you been there? Whatever that could be, but you’re really just starting to open a conversation that’s not about them as necessarily people, but rather as business people. So you’re in business. They’re in business.

You’re going to talk about business. They’re probably not following you for shits and giggles. Right? They’re probably following you because they liked something you had to share about your area of expertise, and they’re like, that’s very interesting.

I wanna know more. So you’re allowed to start talking with them about that stuff. And I wouldn’t even say you should prequalify anyone at this point.

Everybody who comes into your Instagram gets these messages.

Now if it comes down to this and they haven’t replied to your appear, if you’ve said, like, hey. Thanks for commenting or, hey. Thanks for the follow. Appreciate it. And they don’t say anything back to you, you don’t have to continue on. Like, you can just stop there. And if they come back with something like, totally, hey.

What supplements do you use? And you can tell they’re about to, like, try to sell you supplements. You can just, like, casually fail on that conversation so you don’t have to go here, but we’re assuming things are actually going along well. You’re not attracting people who just want to sell you supplements.

So you can move forward with that. So just, like, connect with them. It could be as simple as love your Instagram, or how long have you been in email marketing or both. Right?

We’re just trying to really advance the conversation toward where we want them to go, which is getting on a phone call with you. Then this is an important one, and this I learned from one of my coaches. We didn’t even realize we were doing it, and then we felt really good that we were doing it.

We didn’t even realize we were doing it, and then we felt really good that we were doing it. And ours was, are you an in house, copywriter, or are you freelance?

So this is where are you x or y so that they just reply with one of the two things, and you wanna know what that thing is so that you can take the conversation to the next part, which is qualifying them. So if it’s this, that, do you have an email team, or do you use freelancers?

Do you run email, or do you have a VP of life cycle? Whatever that could be. Right? And I’m saying email here, but whatever your example is for your situation, the point is, this is the point at which we give them a this or that.

Are you this or are you that? Do you want this or do you want that? Whatever it could be. Right?

Then we’ve opened the conversation. We’ve got them talking about work.

Don’t worry if you’re like, oh, no. They’re gonna know that I’m trying to sell them.

Yeah.

It’s okay. It’s okay when you go on to a you go into a store and someone wants to help you get something.

We can’t assume everybody’s a browser, and we can’t assume that you’re going to serve everybody who’s here to browse and just, like, hang up. You’re allowed to sell. So if anything’s getting in the way for you here where you’re like, it feels inauthentic because I’m pretending to show interest, and what I really wanna do is just make money off them. One, just actually show interest then. Like, just be interested.

And then from there, don’t worry. Don’t worry too much with how it’s coming off. You’re still learning this stuff. You’ll get to a place where you feel, like, really good about this conversation that’s getting them what they want.

If you are sharing your specialization and your thought leadership and who you are on Instagram or wherever you do this, then they’re responding to that. So you’ve already established good things that make them want to follow you or comment on your stuff. You’re allowed to take it to the next level. You’re allowed to assume that they’re ready for some level of project engagement with you.

Okay.

Qualifying comes. Next, this is where we want to identify the gap. So this, that, and the gap are two really important parts in here that you wanna be careful not to just kind of, like, glaze over. The gap is where they are able to identify this is what I want, but this is what’s happening, and they can see there’s a gap.

I want to make twenty thousand dollars a month. I’m making eight thousand dollars a month. So there’s a twelve thousand dollar gap in there. Do I have a plan to get to close that gap?

If it’s due more of the same, is it can I reasonably expect to close that gap? So, no, we wanna make sure that they’re acknowledging the gap between what they have and what they want. How are your emails selling right now? Where would you like them to be?

Ask both of those in the same line. How are your ads performing right now, and how do you wish they would perform? What’s your cost to acquire a customer right now? What do you wish it would be, or what do you believe it should be?

Those sorts of things. Okay? So we’re trying to establish and this is, again, going to be tied to your specialization, the thing that you do, the offer that you are trying to eventually get them to say yes to. You’re qualifying them. If they’re like, oh, well, we don’t really do emails.

Oh, cool. And then you bail. Right? So just know that that’s what we’re working through.

Then comes the obstacle. So and this is like there’s different ways you can go through from this point on. I like the obstacle. So here’s the gap, and then what’s getting in the way.

So what’s getting in the way of your emails performing you or what’s getting in the way of you going from eight thousand dollars to twenty thousand dollars? What have you tried so far? And that’s where they start self diagnosing the problem. Well, I’m not really sure.

I’ve read all these books, or I bought this book and haven’t read it. Have you thought of reading the book? Those kinds of things. Like, you can talk through, and they’re like, well, I just don’t believe it’s the book.

I think what I really need to do is x, and I just wish I had somebody I could talk to about this or whatever it could be. Right? And then we can get into offering the help. That’s interesting.

I’ve got some ideas. Do you wanna talk?

And very quickly, moving that to a call. Very quickly. As soon as we get into offering help, we’re offer help might actually need to be over in the convert to call side of things because you’re ready there to start moving them to hopping on a call with you. And in this situation, you do need to be ready to have your like, to be ready to hop on.

You’re already on your phone because you’re Instagramming them. So you might as well call. Right? Just hop on a phone call with them.

Great. What’s your best number? How can I reach you? Are you free right now? And if they’re like, oh, no.

I’m at work right now. I can’t talk right now. Like, I have a meeting I’m going into. No worries.

Let me get you my calendar link. Or if they’re like, here’s my number score. You’ve done very, very well. Excellent.

Get on that freaking call where you can close them there. But what we wanna do in a lot of cases, they’ll be like, I’m busy, because they’re scared to get on a call with you.

And that’s where you’re like, no worries. Let me get you my calendar link. Here is my Calendly, and then you wait.

Hey. Did that work for you? Did that link work for you? And you wait for them to reply with, yeah.

I got it. Or, yep. I could actually, I couldn’t find any time that works for me. And then you can go further.

Okay? If there’s well, what time does work for you? Are you free in thirty minutes? Are you free tomorrow at two PM?

I’m in Pacific time. Where are you at? So you’re just now working to get them to say yes to a call.

That’s the whole thing. It happens on social media, in DMs, privately, but that’s really the objective. That’s all you’re working toward. So what you can do with this is brainstorm your own opens, your own qualifying questions, and that’s, like, all of the stuff, the gap.

Start writing all that stuff down and then converting, of course. I have this under advanced because it’s pretty advanced for most freelancers to start doing this, but the actual techniques are really, really simple. Go into boards. Start setting these up as really basic.

Like, you’ve got them all right here. All three of these. So first, one, two, three, four, five, six, seven, eight, nine. You can just put numbers on them and just be ready to hit those numbers.

Right? That’s it. That’s the whole thing. It’s one more great way where if you are putting content out into the world, you deserve to do something with that.

You don’t just put it out there and, like, hope everybody’s really happy with you because you can’t pay bills with happiness. What you want to do is make sure that you are converting, converting them to a call, and then we can talk more about what happens in those calls. That’s where you’ll have diagnostic and other things that we’ve talked about already. Cool?

Cool. There’s chat here. Who chatted well? Oh, good. Thank you.

Questions.

Where are you at?

You ready to go? Ready to do it?

Scared to do it? I’m not, back on, I’m not running my socials again yet, but this, this is really and I’m is it next week we’re gonna do ManyChat?

Next week in, the intensive freelancing, we’ll be talking about ManyChat and showing it, but not, doing, like, an intensive training on it because it’s, like, really deep. Although, I will direct you to training on it. Yeah.

Okay. Cool. Yeah. But no. This is, this is amazing and exciting. I’m just not I’m not on socials back on yet, but, it’s really cool.

Cool. Awesome. Jessica, Caroline, anything to add?

I have a question if that’s alright.

Well, as I do it.

Okay. So I don’t I always get myself in these predicaments.

But, as you were speaking, I was like, gosh. You would I I have a right in Maine, you know, my company’s name as an Instagram face, all the things. Right? But then when I started my newsletter, I named it the holiday win because I wanted it to be really clear that it was about seasonal and holiday sales.

So then I got all the socials related to that. And now sitting here going, okay. Where am I building a brand? So I was just wondering with this because I’m assuming it’s all through one, you know, like, one account in Instagram or something.

You know? So I was just curious what your thoughts were on that.

Yeah. I mean, there’s definitely no point in spreading yourself thin, unless you have, like, a massive team of multiple people who can run your social. I would just just merge it or just choose, like, what to do there.

But you gotta choose one. There’s gotta be just one account.

Can’t be both, which might mean giving up everybody from right in Maine. Just, like, posting on there, like, hey. I’m moving over to this now, and here’s why.

And then you can do a bunch of stuff on here’s why you’re focusing, and that will help move them over and under and help them understand why they should follow you over at the holiday win.

Okay. Alright. Thank you. Yeah.

I would make it content, though.

Like, it’s cool that you’re making this business decision, and you can be really transparent with that and, like, share it on social. Okay.

Cool. Awesome.

How to Systematize Your Business

How to Systematize Your Business

Transcript

What we’re gonna cover today is is systemizing your business. And there’s there’s two approaches to any project or way of or so, oh, sorry, of any task or project that you wanna do. There’s a there’s a product way and then there’s a system way. And what I’m gonna do today is cover both.

Starting with project thinking. So, you know, this is from the project management Institute. So a project is a temporary endeavor specific start and end date. It produces a unique result in service.

It’s a set of structured tasks, activities, deliverables, executed to achieve a desired outcome. That’s the official definition of a project.

Definition of a system is an organized and structured process designed to be repeatable, de delegatable.

Say the word, potentially automated facilitating consistent and scalable results. So the beauty of a a project in a system, if if you if you really look at that closely, they both achieve an outcome.

Whether you take a project approach or a system approach, they’re both gonna achieve the same outcome, but with a systemized approach, there’s an added benefit of it’s repeatable.

You can delegate it. You can scale, and more importantly, it’s also consistent. So keep that in mind as I as I go through the, the presentation with you. Projects and system both achieve the same outcome.

It’s just the approach that you take, when you’re you’re trying to achieve that outcome. Okay? So, if you look at your business or any business that you’re starting freelancing, truthfully, it’s just a system that runs off of processes and procedures. So it’s systems within systems, and we’ll cover more of this as we go through, but that’s all it is.

We’re gonna go through, an example project. So I’m gonna I’m using two projects. One is cleaning a bathroom. Another one is cleaning, sorry, cooking, Thanksgiving dinner, then we’re gonna approach, a marketing plan as a system versus a project, and I’ll show you how we use this in our agency to productize. And then we’re gonna approach the authority plan that we’re working on now as a system instead of a project and sort of how it all comes together. Okay?

So if we’re approaching clean the bathroom as a project, we’re gonna create a typical gantt chart. That’s that’s one way that you can you can organize it. You break down the tasks, you you set a time, and then you you work on each task.

Another way to do it is, an action plan.

To clean the bathroom. It’s you start with your smart goal, you break it down, you decide on your action steps, you assign who’s responsible, and then you work on each one at a time. This is a little closer to a system, but it’s still project thinking. Okay?

Here’s another example of cleaning room. This is a a a con bond board. You have your to do doing review done. Each item under to do is a task that to complete it. So that’s project thinking.

Here’s another example of project thinking with cleaning the bathroom. This is a work breakdown structure You start with the high level deliverables, and then you break down each task, and then you work on one at a time. So that’s that’s project thinking. Now what we’re gonna do is we’re gonna approach cleaning a bathroom as a system, and the difference is subtle, but it it’s an important one. So A system has three components. There’s an outcome.

So the first step is you define the outcome. The second, there’s a process. So you outline the process, And then the third is you create procedures for each step in the process. That’s that’s how you make a system.

So we’ll go through this now. Here’s a little formula that you can use to help create your systems. If I process, then I’ll I will have successfully outcome. So let’s apply that to the bathroom.

If I clean the sink, the floor, the bathtub, the toilet walls, then I will have successfully cleaned the bathroom. So you have your process, you have your outcome.

Here’s a another example, a system on how to clean the bathroom. So the outcome is clean the bathroom. The process is you start to put the sink, the floor, the bathtub, the toilet, the walls. Now the difference now is that for each cleaning the sink, cleaning the floor, you have a procedure.

So now you have a how to clean the sink, how to clean the floor, how to clean the bathtub, how to clean the toilet, how to clean the walls and combined, you have a nice system that I can delegate to my son, which is how to clean the bathroom. I give him this instruction manual, he knows exactly what to do. It’s consistent. It’s predictable.

It’s scalable. That’s the difference between a system and a project.

Another we’ll give you an example is if I have a project, if I have a process, then I will successfully outcome is the formula, If I create a guest list, select a turkey, do the grocery shopping, cook the turkey, set the table, then I will have successfully hosted a Thanksgiving meal for my family.

Let’s approach this at a system, a system on how to host a Thanksgiving meal. So the outcome is host a Thanksgiving meal. The process is guest list, menu, groceries, turkey, table, but the difference is now we have how to guides, or you call them soaps or whatever whatever you wanna call them on how to create a guest list, to create a menu, how to, purchase groceries, how to cook a turkey, how to set a table, and that’s a system that now you can delegate to AI.

Same thing, which is actually, a thing right now, by the way. I don’t know if you guys saw this or not, but there’s a a robot that’s coming out right now that’ll actually cook you meals, which is really bizarre. Elon Musk just announced it. So that’s the difference between the oh, sorry. Go through here.

Oh, sorry. Where are we here?

Okay. So let’s let’s approach, a marketing plan as a system instead of a project. So this is an example of, a marketing plan that we implement for clients. We have a couple of key clients and every every client that we get, we we start, of course, with a a marketing plan and we break it down into different phases and then we sign a different deliverable.

Now if we took this as a project approach, what we would do is we come up with the the project plan, we create a gantt chart, We go through the gantt chart, but we’re gonna approach this as a system approach. Okay? So the first step, what we wanna do, and act actually gonna go through it with you right here, This is a live, setup of the actual client account that I’m showing you right now. This is a trello board. If you click through, you’re gonna see here the marketing plan, which I just showed you pulled up.

Now this isn’t a marketing plan, this is a marketing system, and we’re gonna apply that formula that I just showed you guys. So the goal, our goal is twenty five hundred patients. Okay? The process is the avatar, the USB, the GMB, and then the procedure If you click on this is now gonna be if you open it up, is gonna be a how to guide an optimized to optimize a a GMB profile. So open you up right now.

And these are all the steps from a to z, including a video, what to do, and it’s just a checklist. Okay? So that’s an example on how we and we do with this with all our clients. You can see that anything that’s done If you open it up, it links to a process.

Alright? And it’s part of a plan or a system. In this case, it’s the it’s the the marketing plan itself. Okay?

Does that make sense, everybody?

Yeah. No. Okay. Kids, we’re good.

Let’s do let’s approach, Joe’s building a an authority plan as a system versus a project. Okay?

You can approach this like a lot of people would is they would they would take this and they would say, okay, I’m gonna create a gantt chart. I’m gonna do this. I’m gonna do this. If you approach it as a system, then it’s the same thing.

You know, your goal is to it’s a process to achieve celebrity status. So I’m just giving a couple examples is I’m gonna develop my USB. I’m gonna launch a sub stack newsletter. I’m gonna start a podcast, then I will successfully achieve celebrity status in my one thing.

So that’s the outcome. This is the outcome where Joe has here. The process is just here. It’s you’re putting these into the steps and the procedure One of the things that I have here is a a evergreen funnel. So if I click on the evergreen funnel, that is literally a procedure, a soap, whatever you wanna call it, it’s a step by step guide that I can, delegate or automate at some point in the future. I just wait it opens up.

And it goes into detail on all the steps that you’re kinda like building down. Now this is, this is an example of a system. I wanna show how this kinda works, how we use it, sort of how it all comes together. So here is here is the the structure in an example, say, if you had a company, you have your finances in admin, you have your operations department, you have your sales and marketing department, and then each of these is a how to guide.

Okay? Now this right here is how to build an authority and achieve his celebrity status. That is Joe’s plan right here. Okay?

So this is your your system within the system, but if you scroll down, here’s your process, which is I’m gonna develop the USB. I’m gonna create the signature. Here, I’m gonna launch the substack, and each, step in the process is just a how to guide. Linking back to the Evergreen phonologist I showed you.

So that’s kinda how the business runs. Each of these is a system that then links to either a process or another system. And the advantage of that is I’ll show you how we we kinda comes together another opportunity. So here’s here’s a an example of, a process turned in a productized service.

So we have a system on how to launch an authority site. Okay?

That system within that is a process within the system because one of the steps that you need to do is you need to do an SEO audit Okay?

That we turned into a productized service, which we do for clients.

So you’re gonna see when you when you build out your systems within or you’d have a process, you can turn a system into a course.

An example would be Joe. You have a course on, guest posting and blogs. Correct? Yep.

Okay. So that would be how can we relate that? So if we approach this as a system, it it I would change this and say, I’m gonna guest post, which, of course, is in line with what, Joe suggests you do, then I’m gonna add that as a process. And now I’m gonna create a guide on how to do a guest post.

And I’m gonna document that guide inside of my system So now it’s repeatable.

And I can delegate that. I can automate it.

And I’m not gonna sit there and say, oh, how do I start? I’m not starting from scratch. But the advantage is now I can turn it into a course, which Joe just did. And on top of that, I can also turn it into a productized service if I want to. So the subtle, it is it’s a subtle difference, but in a nutshell it boils down to when you do approach something, make sure that your you’re approaching it as a system, not the project, with the key difference being instead of a project plan, create a guide or if you wanna hate calling it a soap, but an instruction manual that teaches someone the exact step by step process and how to how to do it.

And I’ll show you how what I would do in my in, in calendar right now. So here’s my calendar right now.

Say, and I’ll this is how, sorry, you’re I don’t do theme. I do time blocking. Right? So building a system, one of the goals is you wanna build on your authority status. So what I would do is, okay, that’s a system. I would block out time to do that. I would link to the system I’m creating, which is which is just a it’s a how to guide for now.

And then during that block of time, all I would do is work on the first step work on that system, which is what what I’m talking about, and that’s going through each step. So let’s say I was working on my Evergreen funnel, This way while it load while it loads.

As I’m working on my evergreen funnel, I would be turning that into a how to guide at the same time.

Right? Does that make sense? I’m not just I’m not just doing it, but I’m documenting each step of the process for that step within the system.

And by taking that approach, at the end, you have a step by step instruction manual that you can send out. You can automate. You can delegate to your team. Most people would take the approach where they’re just gonna sit down and they’re just gonna they’re gonna hammer it out.

Right? They’ll do an action plan or a gantt chart or some type of project plan, and then it just sits there. So do the same thing, but approach it as a, like a instruction manual, call it a soap, whatever you want. And then you can you can start, systemizing your business.

So that’s how we tackle everything in our business. Like, we start with our main our main sections, each department, no matter what it is, it’s a how to guide. Anything that we do, it’s a how to guide. It’s documented following that that process, and then, of course, you can delegate and, hand it off to your team.

The habit I was talking I don’t know if you guys wanted me to talk about this. So here’s reclaim that I was talking about the the, the AI scheduler. What’s cool about this is that you can put key habits down, and you can say, okay, I wanna work on building my authority status for, like, ninety minutes a day, it’ll look at your schedule, and it’ll it’ll block in time when you’re you’re gonna you’re gonna do that. And then literally, you just you link build out your system.

You work through it one at a time. We do the same with our our team meetings right now. So we have a team meeting. That is a system.

On how to hold a team meeting. If you click on that and you open it up, it’s how to hold a team meeting. Right? And on in this, it gives step by step instructions.

And at the bottom as well, you can you can link it to the examples. There’s a the last team meeting that we had.

So it’s a slight it’s a it’s a different way of looking at it, but it’s it once you think as a system and you start thinking processes, and documenting the processes, then it opens up the door for everything, especially the delegation and the automation. The agency part that we have here I have two people, managing. This this is six hundred thousand dollar business here. It’s run by Jeremy and it’s run by JR. And everything they do has a system. Okay? Here’s the system on how to optimize your GMD profile.

That my job is to create the systems, create the processes.

That’s like working on your business, not in the business. Their job is to work in the business and to apply the systems that I create.

Right? And once you start thinking like that, you free up tie your time to work on the business.

Then you start having fun because, like, you can literally affiliate marketing as a system. You just have to put that together. Joe’s framework is a system. Right, is what it is.

And eventually, you will we can package that. And there you go. You have a system on how to achieve authority status. You can rinse and repeat your book let let’s take publishing your book.

Right? Don’t just take that create an action plan. No. Create a system on how to publish a book.

Right? And then document that step by step, use that structures because if you need to publish another book down the road, you just need to follow that step, but then you can turn it into a course if you want to.

You’re doing the work anyways, but take that extra step to document each each phase. And it of them are gonna be more detailed than other. Like, this is creating a process plus documenting each step. Some of them have videos, some of them don’t, some of them aren’t as detailed. But it’s it’s enough information where you can hand it off to someone and say, here you go.

So the advantage is, of course, each of these can be a system it can be a process within the system. But the point is if you wanna share this, you can share it. If you wanna share if you wanna share the whole system, which is this one, you can share that.

It really depends, but that’s that’s the in a nutshell.

Does anyone have any questions on that?

Does that make sense that the the project versus the system approach in the mindset?

I think mostly, for me, I still see so much overlap like a system when you talk about a project versus a system, I get it.

When I see it on the screen, I look at it and go like, with still feels like a project. So what makes it is this can a system I guess I’m just I’m still looking for a little clarity there.

Sure.

It makes sense to me, but just like Jessica said, I’ll just rewatch this after so the pieces kind of come together, I think, for me.

Yeah. It’s kinda like it’s a meant okay. It’s a mental shift. So let’s let’s take a project.

Okay? So when people break down a project, let’s take a a book. For example, when you publish a book, you create an action plan, and then you work through through each step. It could be, you know, chapter one, chapter two, whatever it is.

You’re not what do people do with that afterwards? They they file it. They don’t do anything with it. But it’s take that action plan, take that that those steps that you’re doing document every step of it and turn it into a how to guide.

It’s a subtle difference, but it’s a it’s a it’s a powerful one. Right? And by going from action plan or gantt chart to how to guide, it forces you to sit there and say, okay, I’m gonna do this, then I’m gonna do this, then I’m gonna do this. Like, take an axe, evergreen funnel, You can approach it like this where it’s step one, step two, include examples, include how to videos, you’re gonna do the work anyways you can just create, like, a an action plan, and here’s the deliverables you need to create. But let’s take the convert the the high converting landing page you could create another how to guide on how to create a landing page, and then you could link to that within this system.

And if you start, you you gotta start from, like, somewhere, but eventually over time, you’re gonna have systems within systems, and your whole business is gonna be how to, like, how to do a budget how to do a team meeting, how to do a landing page. And then once you get to that level, then you can truly start delegating.

And and I’ll show you our WordPress, let me do our knowledge base here.

There we go.

So if you look at our WordPress support for us, so we’re launching WordPress support. Here’s a onboarding system for managed WP.

Okay? When we onboard it, when we onboard, clients, we have a process. Right?

Then it’s broken down. There’s different steps, and then each of these is a system within that. It’s a process on how to do that a step by step guide. So now when we work with our team, I can delegate this, which is the how to guide, or I can delegate the entire system.

It just open up. It opens up the door. It’s it’s kinda like how you’re setting it up. You’re setting it up within your system. You’re it’s kinda like you’re setting up system knowledge base in a sense. But in the end, it’s all it’s all how to, it’s step by step guides.

It’s it’s creating, yeah, it’s creating a system. Right? Does that make sense?

It does. I’m actually applying it now to this other idea, that I’ve been working through around, like, how to build a customer as a different way of looking at marketing.

So it’s interesting. Yep. It yep. I like it.

Like the the avatar let’s take an avatar. Right? So we so a lot of people would be Okay. What I would do is is you have, an amazing course on creating an avatar.

Right? And and you know, you’re you have your outcome, you have all this. That rate there is a process. Right?

You’re you’re teaching people step by step how to do that. But a lot of people, especially in the agency environment, they’ll create a, avatar for a client, they’ll create a brochure for a client, and it’s a one off system. It’s like, I do the brochure. I’m gonna put it aside.

The next client comes up, and you know what? I’m gonna I’m gonna do the creative brief. I’m gonna do the gantt chart. That’s the way you’re taught.

But instead of and take that brochure, create the ultimate guide on how to do a brochure and document each step in the process and then and then look for ways to automate and scale it. So next now when the next time client the next client comes, now you have a productized service that you can offer to them you can scale it. Right? The there’s a subtle difference in how you approach it.

It’s custom work versus not custom work. Yeah. It’s approaching it as a project versus system. It it really is a there’s a it’s it’s there, but it mainly boils down to the process.

Right? You have an outcome. You have a process, whether it’s a project or a system or not, you follow a process. It may change whether it’s like agile or or or Kanban But then you also the big differences is the, actual procedures, right, the soaps, whatever you wanna call them.

Just make sure those are step by step guides. And everything you do in your agency, if you take that approach in time, you’re gonna have how to knowledge base. On how to do this, how to do this, how to do this. And then once that’s done, I’m showing you guys some, like, behind the scenes stuff here.

Once that’s done, then you can start automating entire agencies. Right? So if we look at these, these are all clients that we work on here. These are these are projects that are incoming right now.

But if you look at them, these are just systems. These are repeatable processes. Right? And they’re all linked to a knowledge base, on how tos.

So that that’s kinda how it works together. But it’s starting thinking as a system versus a project right away. That’s that’s the the mindset to have with it. It took me a while to figure this out, especially with with my businesses, but once you Once you start building that out or you think that way, you applied everything from retainer clients to WordPress support to different templates, and then you just start linking and sharing and delegating those.

Zoom, anyone have any questions on that or Can I ask Shane?

Like, if we’re looking at, you know, our spreadsheet for our one thing with all of the projects that we’re this one. Yeah. Exactly. When it comes to, like deciding on the order in which we tackle each one.

Almost like a game try. I know that’s project, not in that system thinking. It’s what you’ve been saying. But, like, I’m behind I’m with you on the creating the how to guide as you go.

So, like, I was doing the competitor’s content audit today. So I can see, like, taking the steps that I took and putting that into, how to guide but when it comes to the smartest, like, building off of our work and creating Just creating a system in terms of which projects we tackle first. Do you have any insight there?

That’s your process. Like, for me, I’m gonna set this. I’m gonna do this for you and, like, I’m gonna pick one thing and set this up. So, like, what I would do is I would start okay.

So let’s let’s approach this as a system. Okay? My ultimate goal is to achieve celebrity status in my one thing. Okay.

Now the process I’m gonna do is I’m gonna start with my USB value prop. I’m gonna create an avatar that actually includes both I’m gonna focus on my USB because it’s a level three market assist sophistication. So I wanna focus on how to Once that’s done, then I’m gonna build my authority site, then I’m gonna do my origin story because then it’s relatable. And I have the VOC because of the avatar, then I’m gonna focus on, my blog and then I’m gonna do the sub stack newsletter, then I’m gonna focus on the, the book, the book is gonna promote my USB because it’s the how to, my special way of doing it, then I’m gonna build off that and do the podcast.

So they build off each other, But I’m thinking as a system to get that done. And each of them that I just said to you as I build them and create them is gonna be a how to guide. That I can repeat down the road, right, building my avatar. We we do that.

We have a a course on building your avatar where it includes your value prop, it includes frequently asked questions, then you you create, guarantees to address those questions. It’s a system on how to do that. It’s just a how to guide how to do it. Right?

By approaching that at the end of this, you’re gonna have a system not only on how to achieve celebrity status. So if you wanna pick something else or launch a venture or some or even sell your own course on this, you’re gonna have a how to guide, how to implement it. And then each one of those that I just showed you, that’s a potential of five courses. Not only that, I could turn any of those into a productized service.

Right? It’s a subtle difference. And people, like, take the brochure analogy. Like, we’ve all done I don’t know if you guys have or not.

How men how much client work have you done where at the end of it, like, you’re even taught project closure.

Like, what is that? Project closure, all the all the deliverables were met, where the requirements met. You take that, you put it into a folder. You’re done.

That’s a wasted opportunity. Right? So you’re still achieving the same outcome, but by taking the systemized approach, you can do more with it. Right?

You can turn it into a course. You can productize your service. You can you can automate it. You can delegate it.

It just opens up the door to so many more things. And it’s so important for us because as you get into this space and you get your one thing, you have to be working on the business. You can’t be working in the business. Right?

And like, promoting your sub stack and doing, like, all of these little things, like, you’re creating the content, but you shouldn’t be promoting it. That’s working in the business. Someone else can do that for you. And it’s a and it’s freeing up your time to work on that stuff, the high level strategic stuff.

Right? That’s the difference. That’s one of the main bet benefits of of taking this approach.

And the system can take any form. This right here is a system.

Right? I can people can call this a marketing plan. I don’t. I call it a marketing system.

Right? There’s a goal. There’s a process. Right? And this is your direct response marketing. This is each phase.

I’m gonna start with the avatar. I’m gonna do the u s p, then I’m gonna pick Google my business, then I’m gonna do the sales page, then I’m gonna do re marketing, then I’m gonna do the sales pipeline. Each of those is a is a process to achieve a specific goal, which is this, right, and then I’m gonna turn each of these on how to create an avatar, how to how to develop your USB, how to optimize your GMB profile, Right? And then, again, that opens up the opportunity.

It just it’s a different way to look at it. This instead of looking at it as a project plan, I look at this as a system, This is a system that will help you achieve a celebrity status in your one thing, and this is the process Joe’s laying it for you.

Right? You’re taking this process and you’re just deciding when you’re gonna do it, but make no mistake. That’s a process. And there’s an order there on how you’re gonna do stuff.

You’re not gonna publish a book unless you define your USB. It’s why would you not why would you do that? You’re gonna be promoting USB. You can’t do one without the other.

Right? So it’s figuring out that process, and this is the formula I use for everything. Right? And it and you’ll find that, like, the trick on this as well as, like, if I it’s making sure that each of these is like a noun, it’s they’re an actual deliverable.

Like a sub stacked newsletter is a is a deliverable. You know exactly what you need to do.

Right?

USPS is deliverable. You know exactly what you need to do. A podcast is a deliverable. So as long as you focus on the nouns, deliverables to help you achieve the outcome, then you can you can start taking that and systemize it. Right? A TV, radio show, a core productized service.

That there’s a system for that. If you if you’re gonna create a core productized service, why not why not create turn that that in itself as a system. Right?

Your workshop, how to hold a, how to hold a works workshop. People have sell courses on that. Right? How to do an evergreen funnel? It just it’s a different mindset, but it’s an important one. Does that answer your question? Kind of.

I get what you’re saying in terms of every because I I feel like you answered my question in, like, five seconds of that answer. Which was the order that you gave those. But I understand what you mean in terms of each SOP is in and of itself an opportunity to either delegate, product ties, create a course, create a program, or create content around the thing that you’re doing.

Those are opportunities. I think Johnson just said, like, the one of the main differences is the documenting. Yeah. It’s like people people mostly that that’s actually great. A great point. Like, people everyone approaches it as here’s what I need to do, and then they’ll do it, or then they’ll take project notes They’ll they’ll have stuff in, like, folders and stuff, but they don’t take that and they don’t turn it into something.

Right? And by taking that extra step, you’re doing the work anyway.

Does anything you approach think, okay, I’m gonna turn this into a how to guide. I’m gonna turn this into a step by step process.

Everything you do. Like, anything in the in my team that they do, like, when they ask me, it’s like when I want them to do something, they ask they okay, what’s the outcome? There’s specific questions that they they ask from me, and then I make sure they document it. The littlest things that you would think of. Like, if you look at this one, with the, the the client, the work, like updating a CRM, that has been turned into a system.

Right? If we go back to the, right here, like a lead value in updating CRM. That’s that’s a how to guide. That’s a system now.

Because I can delegate to this person that I don’t even need to I don’t know I don’t need to be involved in any of it. Facebook campaign. Okay? There’s a system for that.

There’s a how to launch a successful Facebook campaign. Right? That’s part of a a broader, a broader, that’s part of this system. But it’s still or a process within that, say this was like step four, right, which is Facebook.

Right? It’s part of this is your your system here. This is your process, which should be step four, and you’re just documenting how to do a Facebook campaign. Right? And then you’re taking that and turning it into a product high service or a course as well.

Oh, what I’m wondering is, slightly slightly off topic maybe, but what what, you obviously manage your systems really well. You’ve got a huge data there you go, database of them I was just wondering if you could speak to, your recommendations for organizing these, soaps and systems and processes as you develop them because I can I can just kind of see into the future and imagine creating quite an unwieldy kind of database? So I’m just wondering if you have a a a a way of organizing that or or just any thoughts, I guess.

Yes. So as a freelancer entrepreneur, this I’ve they call it, like, your org chart, whatever you whatever you wanna call it. Okay? You’re gonna have You’re gonna have your finance and admin, your operations, and your sales and marketing.

Okay? Your your finance and admin in your sales and marketing, those are the core functions of everything you do, okay, that they make the products. Okay? Operations delivers the products.

That’s the simplest way to look at it. Right? So if you have a course, you’re gonna your sales and marketing department is gonna create it. Operations is gonna deliver it. And that’s that’s the simplest way that I found to to make the distinction is just to to have those departments.

It’s the it’s how you, this controls the money in and out. This is how you market and and, the services, this is how you deliver the services. Right? That’s the way I look at it. It simplifies things.

And then if you look at these, like, each of these is a is a guide how to hold a meeting is not finance as operations.

Right? That that’s it belongs in that department. Where the, the sales and marketing, the evergreen funnel, well, that’s gonna be part of the the sales and marketing, right, part of the system. So this right here, the authority building, this would be part of this system as part of the, this one right here. This is part of of sales and marketing. Right?

So does that does that make sense?

Yeah. Yeah. That no. No. That makes, total sense.

Do you do you recommend nimbus web? I’ve never even out of it.

Yeah. This is we live off this. Like, this is, like yeah. Well, it’s you can do this in Google Drive as well, but it it doesn’t really matter where you do it.

But just you have your main folders, which are your your, your departments, how you structure it. It doesn’t really matter, but and then within that, you just have your soaps. People call them soaps. I call them systems.

Right? And then their systems upon systems. This may be a whole this may be a system within that system because then you can delegate systems. You can delegate to start from somewhere, like your onboarding process. Right? So you have your onboarding process.

Let’s approach that as a system. Right? A client comes in, this happens, this happens, this happens, this happens.

Right? Now you know what you have a clear process, So you’re gonna take the first step of the process and you’re gonna create a how to guide. You’re gonna take the second process. You’re gonna create a how onboarding a a client, a how to guide.

And now under operations, you have how to onboard a new client, how to send an invoice, how to send a proposal, Right? You have now you’re on your way to systemizing. And don’t, like, just start somewhere. Right?

Just get in the habit of anything you approach using this framework.

And then eventually six months from now, you’re like, oh, this is awesome. And then you you assign people to manage that. Right? Like, I don’t once it gets to a point, I don’t I don’t I’m not involved in it.

Right? GMB is his domain. I’ve I’m nothing to do with it now because now it’s his responsibility to do that. Update it and report to me, and now I’m working on the business versus in the business.

Right? And it’s like this right here, especially, like, the agency, right here. Like, we have tons of projects going on at any one time, and it’s all because of systems.

Right? That’s we wouldn’t be able to do it if it wasn’t for a system.

That’s cool. No. That’s really cool. It reminds me of something I think. I think Tim Farris said it, like, years and years ago. But that that anything that you do more than once, as part of your, like, your day to day life is is worth advertising.

Bingo. Yeah. You got it. Yeah. I was trying to figure how can I get this a my approach is everything I do no matter what it is, is a system because you have to, like, don’t make that mistake?

Like, people take on project. How many times have we all taken on a project where you’re taught that. You there’s the closure. There’s the like, you’re taught different phases.

At the end, you have to close it. You talk what went well. What didn’t that’s a missed opportunity.

Right? Because you may have to repeat that down the road. No one thinks, oh, I’m gonna take that old. I’m gonna take that out of action plan.

I’m gonna go through the no. No one thinks like that. So you you can by taking this approach, you still achieve the same outcome. It just now you’re documenting I think Johnson said, like, you’re you’re documenting the steps to how to Right?

You’re taking a step further, and then you’re organizing it like I just showed you. Right? And then eventually you have systems upon system right? And then you start building out the apartments.

But one sorry. One one thought that I know Jessica’s waiting. I don’t I don’t wanna hog the time, but, I just have one last question.

Something I was thinking about as you were talking about this was one was, like, I’m glad I didn’t create, a process or a system rather. When I was first learning some of the things that I now do because, I I’ve added and changed and it’s it’s kind of mutated into, something unique to the to to my own process.

But then I, on the other side of that, Do you think that there’s any, risk or danger?

From having a system that is, fixed and is the solution just simply to revisit your systems on a regular basis to make sure that they’re updated and that they’re they’re, they’re they’re changing, they’re shifting, they’re growing with the as the world changes it grows, Obviously, not all of them, but some assume will need to change.

Yeah. The this is thinking this is actually what this is, like, you’re you look at this, this is like thinking like a scientist, you’re forming an hypothesis. If I do this and this, I’m gonna have the. Right?

That’s the whole point of a system is that it’s not unrepeatable, but you can you can adjust as you go. Right? And if you maybe examine it six months and if you’re not getting that same outcome, you need to adjust the process. And that’s a that’s adjusting the how to guide or what it is.

Right? But treat that’s how I treat everything as a system. It’s a it’s a it’s a process and, yeah, there’s tweaking on it. Nothing stays station as some stuff does.

Like, there’s your there’s processes that you do day in and day out that will never change like payroll. We have payroll. So payroll is I use a bot for that literally. Right?

And it’s, like, it takes care of everything a to z, but in order to to get to that point, I had to create a clear step by step process that I could automate. In in that case, I decided to automate versus delegate it. Right? Where a lot of people will have a bookkeeping checklist.

Well, a bookkeeping checklist isn’t a it’s it’s it’s just a it’s a high it’s a what to do. It’s not how to do it. Go that extra step, and then it opens up opportunities, like, even with AI.

Right? Like, there’s a big difference between approaching a project like this and like this and like this versus a system, right, they would close this board afterwards.

And and each of these is a missed opportunity. Right?

Yeah. That makes total sense.

And that’s and it’s a subtle approach, but it’s it’s a it’s a it’s a big one. Like, thinking like this probably was one of the biggest, one of the best things that happened in front of my mindset as well. It freed up my time because I I’m like everyone else. I have kids.

I have multiple things going on. It’s it can be stressful. Right? You’re like, how do I find the time to do this?

But when you once you approach systems, then you can you can truly start automating, and you can truly start delegating. That’s the biggest thing. And it’s, like, it’s approved.

Sorry. Yeah. Go. Go. No. Go ahead. No. I was just gonna say it’s cool that I think because part of, it it’s funny because one of the things I I wrote in my my twenty five things, like, one of the categories was was soaps.

I I recognized that I, like, I really I think because I have ADHD, I really struggle to, to, to, to perform the same task over and over again without, like, clear, clear definitions of what I need to do. And, in writing down some of the soaps, which I’ve I’ve started to do already, I’m discovering gaps in my knowledge. I’m noticing areas that could be better. I’m, maybe, formalizing a process, that’s, the the works better, just by thinking about it.

So, yeah, I can see. Anyway, did I just there’s it seems to be a lot of value to it.

Yeah. There’s not and, like, literally these these this agency here, like, this is Jeremy and Jared. They had no marketing experience when they start. I would put Jeremy against any marketer out there.

He’s been with me for a couple of years right now. His knowledge was on proven systems, right, Facebook campaign. He’s brilliant on that stuff. He because he learned from a proven system.

Right? JR had no marketing experience. Right? And it’s teaching him, I wouldn’t have been able to get them to that level.

If I didn’t have these processes, the how to’s.

Right? So it’s like call it, like, education two point o or whatever it is, but you’re just you’re building your system and your business off of proven systems. Some of it is mundane. Some of it is step by step by step.

But that’s an opportunity to automate it. Right? And you can’t automate unless you have a process. It’s impossible.

Right? You you literally can’t. And everything is a process. You do this. You do this.

You do this. You do this. You do this. You do this.

You just need to figure out that process and then and then document it, and then you have tons of opportunity. Is there an example that people want me to to to approach as a system? Like, it’s related to your one thing, how I would do it?

Yeah.

I think so.

I think I like the way you your marketing plan. That was really interesting.

It’s a system. Yeah.

Yeah. That one page marketing plan, it seems like a pretty repeatable Could you go over that as a system?

Yeah. This is, like, this is and a system can take many forms. Right? Like a system can be a plan.

It can be, like, even here’s Joe’s, this is a system. You can look this as a as an authority plan. I look it as a system. I’m gonna build in that is repeatable, and then I’m looking at each of these as a system that I can repeat, and I’m gonna document every step of the way, the same as a marketing plan.

This is a repeatable system that we do repeat for plenty of clients. So there’s one client. I gotta, like, before we put these up, I think I have to have to show the, we’ll have to go in here and do the, we’ll have to what do you call it to blur it out? But anyways, here’s each of these has a system.

Right? So you go in here. Here’s the marketing plan.

It’s the same thing. Exact same thing. It’s a repeatable process, to achieve a specific outcome, but because we’ve documented everything, in detail, like, now we’re on to the during phase of lead generation. Here’s a pipeline.

Here’s a sales process. And guess what these are, how to guys and how to create a a sales pipeline. How to guide on how to create a sales process. And eventually, we’ll get into the live webinar.

Like, that’s and then eventually you get to the point where you’re it just copy and paste, right, and then you just delegate it. And then everything that you’re doing under this, like, here’s a blog newsletter. This is just a a system. It’s a how to do a monthly, plan for your newsletter.

That’s how they were trained on it. Right?

And then you can apply this over and over again, and to to any thing. And the main difference is you’re just, like, we could approach this and say, we’re gonna do this marketing plan and how many people do that? They’ll set it up in Asana. They may or may not save it.

No. I’m not gonna set up an Asana. I’m just gonna link literally to a system, and I’m gonna use this as my project. And whatever you wanna call it, And I’m gonna work through this, and then I have a repeatable process I can delegate.

It’s a subtle difference, but it’s a it’s a it’s an important one, though.

This reminds me, one, idea that might be helpful for people, because I I’ve just started doing it is, I got it from this guy who runs a a a VA agency, and he’s got something like five VA’s, and he has every single person on this company has at least one VA, and they they they have all of these processes around, like, how to use your VA and what are you using for? Do you need more VA’s?

He was saying that one of the best, ways that he’s found to, to use VA’s was to, take something that you do, that you repeatedly do. And, record a loom of you doing it. You don’t need to, you don’t need to, speak to what you’re doing as you do it, you just do it and record it on Loom, and he was saying that the the the success rate of giving that video to a to a VA and saying, like, okay. Do do this. Like, watch this and then do this. People underestimate, or rather overestimate how, how unique their skills are and how complex their tasks are. And so I just I was just thinking, like, you know, anything that you do repeatedly, you could probably just loom it.

If you’re not gonna use a VA, you could just go back over the Loom and be like, what am I doing at each stage and just write that down. So you don’t have to even interrupt your process necessarily.

Yeah. Or you can on, like, the biggest thing with that, like, this is a perfect example. Hey, let’s take I hire a VA. Hey, I want you to go in and optimize this client.

Optimize this client’s DMV account. This this could be a product set to tie service we launch. Here’s a step by step guide.

Video on exactly what to do, all of the resources. Here’s a checklist to follow.

It’s a repeatable process. Right?

It’s not that’s that’s the that’s exactly. But you don’t a lot of people would say, you know, they would hire get hired to do this for their GMB page, but they’re not gonna document it like this. It’s a missed opportunity because now I can automate this. I can delegate it. Even mundane tasks, you can automate. It could be like step one, step two, step three, uploading receipts.

You could there’s I AI that will do that rate but you have to automate, you have to figure out the process, though, or it’s it’s impossible evergreen funnel.

Right? This is a course. I could easily turn this into a course. These are the email templates I need to send. This is the sequence.

I’m gonna use this to create cash flow. So the tripwire is gonna pay for the Facebook ads. Right? I’m gonna I’m gonna have those as cost.

And now it’s a repeatable process that I can give to Jeremy and say, hey, launch this trip by our own Facebook. Here you go. Don’t know how to launch a Facebook campaign? No problem. Link to a how to launch Facebook campaign.

Right? So they all they all start connecting.

They could be part of a bigger picture, of course, which is your your your your plan, but eventually you’ll start seeing little opportunities here and there. Right? It’ll these combined can be part of a different system. You can start mixing and matching. It’s like it it’s almost like a puzzle. Right?

System support other system.

Yeah. That’s Exactly. Does that make sense? I was trying to get across with this. It’s like I know it’s hard to explain, but, like and I wanna do something like, where is it here?

Like, here’s here’s an example on the marketing plan. Right? Like, we have here’s a here’s a system on GMB optimization.

And then with under that step four is to optimize your photos. And then here’s another system.

Part of me.

Can you zoom in on the slide? It’s hard to see.

Yeah. My apologies.

Thanks.

There. Is that better?

Oh, let me just see the slideshow, actually. It’s better.

So here’s the the marketing plan, here’s the GMB, here’s a system I had to optimize your GMB, okay, the one I showed you, and step four is add photos, But here’s another system on how to choose the best photos for your GMB.

So these are these are both systems here that are here Right? So they’re they’re under the the sales and marketing, but one they all support each other. They can be individual. They can support a system.

It’s like a puzzle. You put them together and you can start delegating and having fun. Right? And over time, the beauty of that is that you’ll have you’ll see opportunities for stuff.

Right?

You know, if you wanna maybe you’re you’re building at a plan, you’re like, oh, we have a system for that. Hey, we’re launching a pod podcast. Yeah. Yeah.

We have a system for that. Here’s here’s the how to guide. Perfect. You can link to it, then you can start creating courses like all Joe’s courses are systems.

Guest blogging, right?

So you put in guest blogging as one of your your plans, which she says here. Right? I’m gonna I’m gonna do a podcast or what it is. There’s a system. Her course is a system. Just create a how to manual or just link to that course and say, here you go, and you can delegate it.

Yeah.

It’s it’s cool. It’s kinda like, building a box of Legos.

Bingo. Yeah. I was trying to and I was trying to get that across here, like, to this to the to the system part. Like, it is literally it’s legos.

It’s connecting stuff. Right? It’s just, it’s, it’s not loading, but that yeah. It’s just like it’s that’s all it is.

Right? It’s different parts, systems, processes, systems, processes are all connected. Right? You can delegate entire process.

You can delegate entire systems. Or you can delegate a a specific procedure, but everything has a process that you follow, right, anything. It’s a step by step. You do this.

You do this. You do this. There’s nothing that doesn’t work like that.

Right? It may change where you’re you’re doing this, but then you realize, okay, I’m gonna do this. Like, that’s you can go back and forth, but there’s still a process you follow.

Like, is there what we’re gonna do is we’re gonna I’m gonna do this myself as well. Like, I’m gonna I’m gonna pick one thing and work through this and actually set, set up, like, how I would set it up on this and share it with everyone as I do it, that may help too.

But if you wanna call it a soap, whatever you wanna call it, I call them I call them processes because that’s it’s just easier for me to understand it. Like you have your you have your outcome, your process, and how to do it, and then the individual procedures inside of that, which is just your detailed step by step instructions.

And if you approach it like this, then you’re you’re golden. Right? Over time, you’re gonna have a whole system on how to run your business agency.

Here’s the tools.

Could I see TeamHub and I see NIMBIS web? It would be interesting to know what we’ve embedded in because I think half the battle is you start the work, but then what’s the logical way to organize it. I think in one of the areas that Johnson was. Like, and sometimes it’s just a matter of saying, hey, go with this tool because you don’t have to learn a tool, we’re gonna work together on the same model building principles under the same tool.

What do you mean by tool though?

Like, what like, in So, like, a a tool or software would be TeamHub or NIMBIS web? Like, which tool to store your knowledge base or I don’t know I don’t know what tools you’re using that or software you’re using that Oh, this this is NIMBIS, yeah, this is like fuse base.

It’s just, it’s like an Evernote. As well. So it’s the same thing. It just allows you to create folders. And I like doing it because you can share stuff out. You can create portals as well.

And what’s team hub?

Team hub. Where’s, team hub?

You can see it.

I think that’s just the the the prefix on on Nimbus.

Your URL. I looked at both of them all.

Oh, no. These these are the different. So this is word these are just different. These are these are all different, businesses.

Like, this is WP total care. These are retainer clients. These are just different this is the example one. Those are just different like, companies, I guess, if you wanna call them.

Sorry.

I didn’t really know I’m asking because I googled TeamHub, and then I googled NIMBIS web, and they’re two different comp software.

So maybe It’s just the one that you’re using. Right? The NIMBIS Club?

Yeah. And I just use it for but you can use anything. You can use Google Drive.

Right? It doesn’t you can use, we we have a SOP for this one that I showed you here on the on this. This is just a Google drive document. Right?

We haven’t imported it into, this one right here. This is a productized services that we created. So here’s the we had this guide here on how to launch an authority site. Which is like a step by step guide.

So a client hired us to to, build a website for them. We turned that into a process, right, starting with your your avatar, your sitemap, your wireframe is a proven process. From that before you launch, you have to do an SEO audit.

Right? So from that system, this pros this step in the process we turned into a productized service.

Right? And if you think like that, you’re gonna see you’re gonna see opportunity everywhere. So this system that you’re looking on the authority site, we applied that system to these here.

Right? These are all authority sites. These are websites that we’re launching, and it’s because of this original system that we can do that. Right?

And there’s different spin offs you’re gonna find. Right? Like each of these is different avatar. You could do a productized service on an avatar.

Right? You can do you’ll you’ll see opportunity everywhere. You could turn it into a course if you wanted to.

Shane, can I ask a question to connect back to the previous session that we had? Sure. Okay. I’m gonna put it in context that like I Maybe I just need it in the old thing that I used to know well. So I was a teacher.

So to me, the outcome for one of my students would be I can write an argumentative essay and show seventh grade proficiency. Whatever.

So that’s my outcome.

Right? And then the next part then would be the process. So like the one part of the part it would be like research, the argument, first draft, whatever.

And then each of the procedures under every day I literally had to how to know the difference between a primary and a secondary source as well.

And you know, so a gazillion, right? Lots of things. So I think am I am I equating these things?

The way Hundred percent. It’s a Okay. That process though, don’t use research though because that’s a phase. Okay. So let’s let’s take the outcome, which it like, tell me the outcome in one sentence.

I show seventh grade proficiency of an art of an argumentative essay, writing an argumentative essay.

Okay. Now tell me the exact process using nouns. So only use nouns.

Oh, okay. Sure. So my argument.

K. There you go. What’s the next one? So that’s step one.

First draft.

K. Step two.

I wanna go towards editing and revision. So I guess I would say Yeah. More like a second draft or something like that. It’s the drafts, I guess, the phases of drafts.

Yeah. So now you have we I know we can go more, but exactly what to do. So a lot of people just have a checklist or an action plan with those steps that you just showed me, and then it’s it’s the what, and then they’ll figure out how to do it. But they won’t document themselves doing it.

Okay. So so I’m see, I am getting this right. So I have been doing this for years.

I think where I’m still I think where I wanna push you then is is so if you were thinking in the context of my student then if I had to align on one of my five non negotiables with what we’re talking about here Sure.

What could that look like?

Well, to it depends on if, like, what’s your outcome? You’re using as the as the student example?

Yeah. Is that okay?

Sure. It could be, draft. It could be work on, I need to do a draft. And here’s a how to guide on how to write the perfect draft, or that could be part of you it could be one advanced guide. And so what I’m gonna do is I’m gonna put aside an hour a day or I’m gonna set a goal to write one thousand words a day.

And with the goal of having my draft done by the end of the week.

That’s So I think so I think I get that where I’m struggling is it seemed like when Joe was talking about hers, these were kind of habits of forever and ever.

Yeah. She’s talking about Keystone habits. Like, it it it it it dep it depends. Like, she’s talking about habits that are part of the system.

Okay? So it’s like, her there’s a lot of like, she has copy hackers as one big system. Copy school professional is one big system, and all of those would support her system. Right?

And so the habit she has probably support, like, a bigger a bigger goal that she has. Right? That’s that’s the way I would align it.

For health. I have, like, I have keystone habits for my health. Like, one of them is exercise. There’s certain things I wanna do every day. Because they’ll also have the most impact on my health. Right?

That’s what I do is I have my non negotiables, but they’re always aligned to, like, a bigger system, a bigger goal or outcome that you wanna achieve. So I would align my my non negotiables with your one thing.

Right? Say, wanna publish a book. Well, one of your daily non negotiables should be to write one thousand words a day. Or something like that.

Right? Because it’s supporting, a larger outcome. And then, and then you’re you’re focused. Right?

I was also one wondering this, Jessica, because, all of my goals, I think, or nearly all of my, my goals non negotiables are, not forever. They won’t run-in perpetuity. And I was kinda wondering, oh, am I am I doing it wrong? So should I should I have stuff that keeps going? But I don’t know. I kind of I don’t know. I feel like there are, obviously, Joe’s in different positions of me.

And I think the, There’s no right or wrong way.

That I have. Yeah. The stuff I have to build first that there are there are obstacles that I need to hurdle before I’m probably gonna be in a space where, my tasks are are repetitive, indefinite, and, and useful. And functional.

Yeah. I totally agree with you, Johnson. I am the same way. That’s where I think I was struggling with, you know, the way I drew it. You know, Joanna was so concrete on, like, these are the things that she’ll keep repeating. I think we’re still in that trial stage.

Yeah.

Yeah. And I I think one of the questions I had was at what point do you don’t build the SOP but buy the SOP? You know what I mean? Like, If you’re continually trying to learn all the steps it takes to build authority versus buying the shortcuted version of helping you just do that, that’s where I’m kind of, you know, at that point where in the authority building, all the great things, you know, that I feel like would be fantastic to do. It’s the learning.

How to do it that’s and where and what tools and And, and I, in some cases, feel like there’s a shortcutting process to all that, you know, taking courses or acquiring that knowledge, like, through coffee school is one way. But, you know, some of these authority building things don’t live within coffee school per se.

What’s an example of one, like, that you’re thinking?

Yeah. Like, building a book, you know, you know, so my thought is, well, maybe I create my own around, like, Each chapter becomes an ebook that you release, and then you complete each book.

Each chapter before you complete the book, but then You know, what does that mean if you let pieces of your book go early in terms of publishing, but then it’s it’s not having the full big picture of the do’s and don’ts of of publishing a book and or the way in which you could go through two page. Or you could go through self publishing, but then a self publishing work is a whole s o s o p on itself.

It’s getting clear on the outcome. Once you know, I would go a step further and say I wanna I wanna self publish a book on x y z on Amazon. Now the outcome is clear. Right?

Like, now I can create a process, and I can figure it out as I go. And the beauty of is it, like, this right here that you’re looking at This is your this is what you’re working from. You’re figuring that as you go and you’re figuring out the steps. You may be taking a course just like, oh, okay.

This is step one I’m gonna do. This is step two I’m gonna do. You do that instinctively.

Everything that you do in life is a process.

You you you you you brainstorm, you you in your mind, you think y’all gotta do all this stuff and then you structure it and you start working through it. The key is to organize it and being clear on exactly what you want. Right?

So I did it. So how to self publish a book, it would be like, well, could you just take the course to do that rather than having to, like, figure out the steps if you get what I mean?

Document the course. Like, Joe, Joe has an amazing course on how to, guess blog. Right? That’s if anyone has that on their action plan, they just link to that.

It’s beautiful. And then that that is gonna, like, you could work through that so quickly and get such amazing results because that’s a system she’s she’s giving you, right, on how to do it.

Turned it into a soap, whatever it is, but it’s a repeatable process.

Mhmm. Mhmm.

And that’s the way to look at everything everything here is a course, podcast, Instagram, YouTube, LinkedIn, it’s an opportunity.

How how to optimize your your your LinkedIn profile.

Right? Create a soap on that. Create a step by step process, and now you can offer that as a productized service to your clients.

Right?

And you can delegate it to people who have no experience in marketing or LinkedIn, which I’ve literally done. They these guys have know it when they start, but it’s because the it’s a it’s proven frameworks that they can build upon. Right? And they and they learn by by following a a process of system.

All of these are deliverables, signature offer, deliverable.

How to how to build a signature offer, subtract newsletter.

There’s probably one available that you can follow. And just as you’re as you’re launching your sub stack folder, create a how to guide, and just document yourself doing it.

It won’t be perfect right away. But at the end of it, I promise you, you’ll have a really cool process.

Right?

And then sell a course.

That’s all people do. Like, that’s that’s all that it is. Like, there’s there there’s not. It’s just getting into that mindset, right? Document everything. You can’t you and where to focus on focus on your onboarding process? Focus on your Let’s talk about your acquisition funnel, your sales and marketing funnel.

Right? There’s before, during and after. That’s what this is. This is sales and marketing funnel. There’s before, during and after.

And in your funnel, each of those is deliverable. A a lead magnet is a a deliverable.

Right? That’s a noun. So now you have a guide on how to how to create and launch a lead magnet.

Okay. There’s a course. And a client comes in, there’s a product type service. Right?

It’s a different it’s a subtle it’s I was trying to convey it, like, how can I get this across the right way? But it’s I hope it’s making sense, like, the the approach on it.

Yeah.

Oh, yeah. Certainly does kinda like I mentioned, in the last call and in the chat, just like, how it’s a bridge, you know, as, you know, people and business owners, we try and only do stuff that’s worth doing. And if it’s worth doing, it’s probably worth repeating and scaling. And to kinda make it as easy as possible and kinda like you said, ideally, delegated out.

So they can literally just look and say, Hey, if I need to do this, I do this. If for for some reason whatsoever, I’m lost, I go back here. Oh, here’s what’s to come. Where did I leave off?

Right? So it’s just super simple.

Bingo. And it’s like and any and it it don’t just think delegation.

Like, as a business owner and a freelancer, you’re by taking this approach and systemizing everything, you can not only delegate. You can automate.

That’s that’s, like, people think I delegate everything. No. You can automate a lot of stuff. Even mundane stuff like like like uploading receipts.

Okay? Like, when a receipt comes in, before I used to download the receipt, put it in zero, upload it to Hub Dog. So I I looked how can I how can I automate this? Okay.

Step one as the receipt comes in. Step two is I need to set the hubdoc. Step three is I need to upload it to zero. Okay.

Step one, I can I can use a filter in Gmail? Perfect. That’s gonna send it to hubdoc. Because Hubdot creates an email.

But how am I gonna get it to zero? Oh, there’s a plugin. So if I install the plugin, so now I create a folder, receipts come in, and it takes care of the process. Now that’s off my plate.

And before that, you’re then people argue well, hey, that only takes five minutes to do. Right? I’m gonna I have to blur this afterwards because I’m showing you.

But, like, the reality, it is, like, all this stuff that comes in, look at all these receipts.

One thousand three hundred and eighty two receipts.

It that that’s a lot of work.

Right? So by automating the process, it saves you time and it builds up. It’s five minutes here, five minutes here, five minutes here. But if I had it done and I did that for years, just to receive. Who cares? I’ll just upload it. Take five minutes out of I would put on on my daily checklist to do.

I never thought, wait a second, automate it. Three is a system. Here’s a process step by step. Done.

Right? Daily to do check checklists, you can I don’t work from them because you can you can automate or delegate ninety nine percent of the stuff? Right? I just work from from the calendar and I say, here, this is what I work on today. And then I build out systems, and there’s this links to my system that I’m building out. As I work through it, I document it. It could be video or steps or whatever it is, and then at the end of it, it’s repeatable.

Right. That makes sense. You know, not just the delegation, but the automation huge because you’re essentially just getting back more of your time so you can kinda compound that to whatever you wanna do.

And don’t discount those small things because as a business, especially when you get busier, those things add up. And it’s, like, you can treat this as, like, I’m turning this into, like, the authority status. Like, this is just a con bond. But if you notice here, this is like launch sub stack evergreen funnel. Right? Even each of these is a how to launch an evergreen funnel. And in here Right.

Those little things do add up. Like you said, even just receipts, be like a death by a thousand paper cuts kind of thing, you know.

Exactly. It’s you’d be surprised on the stuff. Right? You wanna automate as much as you can.

Because that stuff is gonna get you in the end. That’s why people get stressed. Right? And then you’re focused on working in the business.

That’s the biggest trap that business owners I don’t work in the business. I work on the business. My job is to is to coach and train my team. That is my job, period.

And and how I do that is, like, I create systems.

Right? And I and I allow them to make mistakes, and I mentor and coach them. That’s it. They run the business. I’m not involved in anything.

Right? And that frees up my time to spend with my family to do stuff I enjoy.

But I wouldn’t be able to do that if I didn’t have a system. It took a while to get to that point. Like, I’m not gonna say it’s easy, but when you make that mental shift and everything you turn into as a how to guide, you’ll start to see opportunities.

Right?

Does anyone at is that is it making sense overall to everybody?

Certainly. Yeah. No. Really well put too. For some reason, I’m just trying to get across in the robotic system with bridge now.

Yeah. It’s like this thing it’s think project because it’s the same it’s the same concept. It’s there’s no difference. It’s the same outcome.

How many of you you’re told, build a gantt chart, build a gantt chart, do an action plan.

Do a con bond board, do a work breakdown structure.

There there’s so much missed opportunity with this stuff.

It’s the same thing. It just create a system. They all achieve the same outcome.

Right? This is just the what? This is but you gotta dig in deep the how because I can’t delegate this. I can’t delegate a gantt chart.

I can delegate system.

Right? Because now there’s individual processes on how to clean the sink, how to clean the floor, how to do the bathtub. Because when I was cleaning it, I said step one, fill it fill it with a and people are like, well, you know what, why would you do a soap? This is a great analogy.

Why would you do a soap on filling a sink? Okay. If I said to you fill a sink and I said to another person fill the sink, you’re both thinking different things. I want the sink filled halfway with warm water, that I want a cup of cleaning solution.

Right? Just if I said you build a house and I want a house with two windows, I want, like, you’re both thinking different ways. So as mundane as you think it is, by thinking like that, you you get consistent results. Right? That and that that’s another is predictability. Right? It’s consistency, which is huge.

That is huge. Like, that makes me think of, like, when you talked about the sink, my wife, she does, like, training stores and fast food industry. So she goes into different stores and teaches them literally systems like this kind of like you said, literally, I think there’s a sync SOP for them. There’s an oven SOP.

There’s all all the systems, you know, Bingo.

Those are systems. People call them different things, soaps, whatever it is, but there’s they’re they’re step by step. Instructions on how to do something detailed so that you have consistent results. And once you you get it to that level, then you can delegate or automate because It’s all about achieving a specific outcome, right? That’s, but there’s a process to achieve that. You gotta figure that out and document it. That’s your job as a business owner.

That is your job to grow and scale is to is to create systems and systemize your business. It’s not to do the word. You can’t do both anyone who tells you you can do both is wrong. It’s impossible.

Your job is not to do the work. Your job is to work on the business, and you work on the business by creating systems, and then you can delegate it. You can hire people. Right?

Or even better, you hire people to to create the systems for you. You teach them this method, right, and then you hire a bookkeeper and then you make sure, like, I got burnt with that. Like, years ago, we had a bookkeeper and he left, and I was screwed. He didn’t document anything. And I was like, what what am I gonna do? And I learned from that quickly.

Right? So now you hire someone. They do the systems in the knowledge base. So if he leaves, who cares?

Fill in the blank. I hire anyone. Anyone can do it. I can do bookkeeping now.

Right?

Any questions on that?

I’d love to almost take the work of building out how to and then showing it to you, Jane or whatever that version is because I think it’s the getting confident in that behind one of the non negotiables.

Whatever that first one may be is What’s the deliverable you’re working on?

Sorry to Yeah.

I was just about to say. Honestly, it’s been one I think you shared on Slack.

How to extract all of your emails and contacts from existing inboxes to create an email list. Like, this is something that I have wanted to do. And I’m like, well, you know, what if I really have the need for that, then I’m it’s likely others because starting an email list is one of the hardest things.

To do. So where do you start from? So I’ve now been thinking, well, I should just make a how to you guy for that.

Bingo. That’s the first step in the process. You got it. You just now you’re thinking like a system, and that’s gonna be in your knowledge base.

That’s on the start. Create a new note. Literally like this. Creating a note, and and and don’t that’s the problem.

People make mistakes. Just start with this how to and bookmark this and just work from it. I’m gonna do this, then I’m gonna do this. Oh, no.

I’m not gonna do this. I’m gonna change this up. And by the end of the project, you’ll have a system.

No. Same thing. There’s no difference. People, instead of a gantt chart, now you’re creating a how to god.

And now you can delegate it. Ask for feedback. That’s exactly what you need to do. That’s step one.

Right? Use the and then how you do that, there’s different ways. Like, you wanna do a video? Sure.

Do a do a video, I’ll be doing it as well. Right? We use videos. We use checklists.

The the best ones were if it’s not too long enough as a video on a checklist. Right?

Just to make sure that there’s, like, your your processes there. But but your job is to is exactly what you said. Your job is to create these.

Create these or hire someone who knows this stuff better than you to create them for you. And then the test is that you can do it. Right?

If if my grandma should be able to sit down and do this.

Right? And then you get to that.

Like, when do you start to bring in people to can help you shortcut. And I think that’s what I keep going back to.

Like, hey, I could Google, I could learn, I could do the work of extracting, but then I think there’s that point at which finding people you trust, obviously, because there are always gonna be sensitive areas of your business.

Yeah. Twenty four years old. He manages a six hundred thousand dollar business by himself.

He when he first started working with me, He has no marketing experience. None.

J r, the I did a seminar on with copy hackers on how to do, AI, write articles guess who who came up with it. He’s in charge of it. Like, these guys, he has zero.

He didn’t even know what marketing was. But, like, he just got he got taught on the systems. Like, you I know these they do amazing work because they’re they follow clear processes to do it. It’s do this, do this, do this, do this, and I manage the process. And I and I define success by outcomes. I don’t care when they work. Complete effects of flexibility to work when they want.

I gauge them by outcomes, and I gauge them by following a proven process. That’s it. And once you create those, then you can delegate anything.

This is proof. This this is, like, I I I don’t know what they’re doing. The agency side, this is a million dollar business. I have no idea what they’re doing.

I I’m not even part of it. Val, this this guy right here, he runs everything. I have no idea what they do. He reports outcomes.

That’s it. And then I’m on our cash flows, and I work on systems.

And the end result is an amazing service for the client because that’s so important. Right? And I focus on client relationships, key client accounts.

I I focus on what matters.

They they work on him in the business. Val’s my integrator. This guy’s a genius. He what he didn’t start like that.

Well, he’s been a genius. He’s not I don’t want he is a genius. But he didn’t have the experience, like, to go into it. He just learned off processes.

Right?

And how did you find these people? I think that’s the other thing too.

Like, how do you build that start with one.

Start with your start Jeremy’s been with me for, like, that’s been with me for fifteen years. He’s been with me for, like, Jeremy’s been with me, like, six. J. R. Was hired because he’s his friend.

You know, start with one person and then build out your start with little things.

Right? Build your hire an assistant, and when you’re hiring your assistant, you just put them under operations. Right? And start with your first how to. Anyways, think think of admin mundane admin tasks that we do every single day. Turn those into a how to guide.

I love that. So where would you recommend going to find that one first person to to start, like, I mean, because I’m thinking back to the previous call.

Where Joanna said, like, hey, if you’re having a hard time building out your content for LinkedIn because whatever that may be, then then hire an RA And I’m like, now I’m going, well, I wanna find that person to start testing the building, the systems, and sort of offloading some of the work that You know, it’s slowing me down because it’s one of the areas that I need to be focused on, but don’t love it. I don’t love doing LinkedIn posts, to be honest.

You can automate that. We can delegate that out a hundred percent, to be honest. Like, I don’t easily like, the the I’ve been burnt a couple times. Like, find it’s not it’s hard to find someone that’s really good that you can trust.

But once you do, I’ve learned, like, you you take care of them. You you you give them, like, training, which is which is the systems, their proven processes, like, Jeremy loves direct response. It’s like he loves learning. Right?

You take care of them, you reward them, you let them make mistakes, and then you just you they stay with you. Right? That’s the biggest thing that I’ve learned.

And how did you find that? Like, where did you, you know, in that process of trying to get that person who starts, let’s say, for eight hours a week?

Jeremy was like, who is it the first one? Vit Vit started on this is like so Vit contributes to the WordPress core. Okay? He started when he was with me. He was twenty two years old. And I think he was, like, I was looking for, like, a freelancer to do some WordPress stuff.

And he was, he was out of the Philippines. He’s been with me for, like, god, fifteen, twenty years. I’m godfather to his kids now, but it was building that relationship and and building them up, building them up, building them up, building them up, building them up, and then just helping them succeed. Right?

You you that’s probably in a nutshell. You help them succeed and and achieve what they want, you give them flexibility and stuff. And and I did that with systems. I wouldn’t be able to do it if I didn’t.

Right? We have a whole thing on WordPress support. We’re launching WP total care. Very soon.

Right? So here’s the board. I gotta make sure they they do all this. So here’s the board.

Here’s the system I’m setting Our goal is a is a hundred thousand active customers, a hundred million annual revenue by two thousand thirty three. That’s a bag. I’m not gonna say we’re doing it, but that’s the goal. And this is a system.

Right? Each of these rocks is a is gonna be a process. Here’s my q my q one rocks This is this is a system, and all of these are my deliverals I’m gonna do. I’m gonna create the website, I’m gonna do the pricing plans, I’m gonna do the services, the plans, And then I’m gonna take this, and I’m gonna delegate it out completely. And then I’ll move on to the next business.

Rints and repeat.

And where did you find the people? Did you find, like, you went to fiverr or Upwork?

Yeah.

Up work, you said, Johnson?

Yeah. Yeah. I’m I’m using it right now to hire someone for the social media side of things.

Yeah. And how are you vetting them in a way that, like, obviously, they get good reviews, etcetera. So I think because it’s I’m I’m on that same camp. I wanna find somebody. I I want I wanna kinda build that rapport quickly because it’s time to find and hired.

Yeah.

I mean, you got, like, you you’re gonna get ten, twenty proposals to your to your job.

And usually, I think it’s fine to just shortlist down to two or three.

And give a test project and just be willing to to spend some money to figure out who’s the best That’s really cool, John.

And can I share can you share a little bit about what you’ve learned out of the process that you’re doing going through right now?

Yeah. Yeah. Sure. Watch out for fake accounts. There’s a ton of fake accounts. It’s kinda crazy.

Watch out for AI generated proposals. They’re really I think they’re quite easy to spot. But if they’re not easy to spot, then at least they’re doing a good job in their, in their prompting.

And yeah, I’m hopping on a, a video call with each of them before I explain the test project just so I can get a vibe from them as well.

And see if see if we’re a good match.

But, then what I’m doing is sending, a loom of me creating a carousel for LinkedIn explaining to them a little bit as I go, and then asking them, giving them a new script and asking them to, to follow that process, and, and see who who who basically does better.

I love it. And a quick question, how you considered the idea of finding somebody who already is the expert in all things LinkedIn or are you looking for somebody who you could train on that?

I think there’s a lot of VA’s now who are have some experience on LinkedIn, and I think it depends a lot on your strategy.

If you’re totally cool with kind of like, just slowly growing the account and and your followers and, and, being too too, overly worried with it at it, then I think you can get by with someone who’s just a decent virtual virtual system. But personally, I think that then you miss out on a lot of the, kind of extraordinary opportunities that can come out of of, the the the networking process of of LinkedIn. So I I still wanna be kind of top level the one who’s responding to comments, the one who’s leaving comments on posts, for the most part, but either the majority of my work on LinkedIn is is in the the designing of the the carousels. And so I I just wanna make sure that that takes up as little time as possible.

Yeah. Yeah.

But I did think about running all of my previous comments through it, like, into a, an AI assistant in playground. And using that to see if it could generate responses that sounded enough like me that I could hand that, that bot over to to a a virtual assistant, and then they could just, respond on my back.

Yeah. It’s interesting.

I looked at Tap Leo, and I I’m not sure if I’m gonna continue with it because I was doing a one month on it, and they do have the ability where somebody where they don’t have direct access in your LinkedIn account, they can potentially write posts and send them to you and then you can review them and then schedule them or It’s Yeah.

I don’t think Tapair is really I don’t it’s okay. It’s it’s but I don’t think it’s great. And I think it would just be better better off, personally, training a virtual assistant to who who gets to understand you, your process, the stuff that you’re interested in, and can become like a, you know, a partner in writing.

Yeah.

What one of the things to do is, like, there’s there’s two types of assistance. Right? There’s, like, what I do is you have it doesn’t once you create your process, a step by step guide, it doesn’t matter who you hire, to be honest. You can as long as the the outcome is there and you teach them how to do that, anyone can do it.

But there’s the other type of hire is to send them a video and say to them, take this video and create a step by step process from that video, and then have them send you the soap.

Right, because ideally you wanna hire someone that is capable of doing that, right, to help you set up these systems and automate.

And you’d be surprised on on it it it seems simple, but it’s not for people to think like that. Right?

That’s worked well. Like, we did that for optimizing WordPress page speed. I sent a video and asked people to to, turn that into a soap. And then we they sent the soap. We paid them, like, a hundred bucks. It and we didn’t have them do all of it, but, like, a couple of pages, and then we we hired based off that. Right?

That’s really interesting.

Yeah. But don’t but I’m I’m like, if you get freelancers and stuff, like, Most of the stuff, like, if you get how to guides, you don’t have to worry about, like, who cares if if they’re freelancers, they’re gonna come and go. Don’t wanna work with you full time, have them. Right?

Or you don’t have them could be outsourcing it. I don’t care as long as they follow the process. It doesn’t matter to me. If you’re gonna hire someone like a virtual assistant and you you wanna mentor them and coach them, Right?

Do what I do and and sort of test them.

Yeah. It’s so interesting because I hear the two sides of Hey, you could put higher than knowledge base of somebody, let’s say, in a specific expertise domain area of LinkedIn.

And you could have them do some work for you then help create SOP for you to follow.

If that is something that they would do.

And then from that expertise, you can learn and do at the same time and create some how to for or yourself.

And then eventually you could hire a VA, you know, to help you keep the longevity of the how to going of LinkedIn posting. I mean, I’m I’m I’m thinking this all out loud as I go because LinkedIn is the bait of my existence.

I do not like it, but Take a course, document the process on it.

There’s there’s your process. And then as long as you achieve the outcome, You good? It’ll change over time, but your VA will, like, like, Jeremy knew nothing about GMB before that. Now he’s an expert.

That changes so fast that overnight, like, anyone who says they know everything about anything is is lying. Like, it’s impossible and just changes so quickly. But that’s where that’s the opportunity. You get them to update the guides, the soaps, whatever you wanna call them.

That’s their responsibility. Right?

Yeah. And if as long as the outcome’s the same, but I a lot of people, that’s the screw up too, is people don’t get clear on what exactly what they want.

Right? As long as you’re clear on the outcome, how you get there can change over time. But but as long as you’re you know exactly what you want and what success looks like, you can figure out how to get there. You can create a process, and then you can document that process. Then you can delegate and automate.

I also wouldn’t be worried about getting it, like, I wouldn’t worry about optimizing that process too much either. Like, it’s such a messy experience, social media, and and growing LinkedIn, and Like, it’s it’s not gonna be, like, it’s it’s it’s never gonna be perfect. And I think what’s most important is just, like, getting the right attitude, getting the right system.

It might be do this though.

Like, here’s the that’s a great question. So here’s the the social media. Right? So you’re whenever you have them do something, you’re linking to the system, and this is a living document.

This how to guide is a living document. So every time he goes in and he optimizes his GMV profile, right, it may be different. And if that’s the case, then he just updates the step. So this is a living, breathing document that’s assigned to him.

So step one, this may not be relevant. In a time. Okay. I’m just gonna update this. I’m gonna update I’ll remove this step. I’ll remove this step, but you’re always working from this document.

Does that make sense?

And that’s that’s the secret. Right? That’s one of the the the ways that you you systemize your business.

I love systems. Yeah. It’s just the how to and what system to start with.

And How about we do one together?

Do you wanna do you and I will work together and we’ll start I will I’m gonna put this together because I wanted to use Joe’s that was relevant because it it is a bit of a mindset and it’s a shift, but I wanted to do this as an example, but I’ll let me work with you on that. Will pick one of the things you’re working on, and then you and I are gonna organize it, and that’s gonna be your very first system.

I love that. And then you know what it’s gonna be? It’s gonna be my email list.

So how let’s break that down. So what is the what is the outcome that you wanna achieve?

Well, I mean, I’m so curious how many latent emails I okay. Yeah. It’s a good question. So first of all, I’m gonna walk through what’s on my mind. What what number of emails do I have that are potential opportunities within my Email accounts.

You’re gonna segment your list.

That’s the first step.

We’ll extract my list first.

You’re gonna extract your list, then you’re gonna segment. Then what’s next?

And I’m gonna segment.

And then I’m gonna Define segment.

What are you segmenting by?

Well, I’m gonna leave that one for a second, but I think what I’m gonna do is I’m gonna check to how clean the list is.

So you’re gonna clean your list first. So that’s the first step.

And then check deliverability somehow. Then I’m probably then gonna segment my list on what criteria?

Maybe, we’ll figure that out as we go and we’ll document it.

Six. So and then six is, okay, taking that list and then setting it up with an email marketing platform.

There you go. Now you have now we’re gonna document that, put a how to, whatever the outcome is, and then it’s a repeatable process. So now you can do it if they ever come across that task again. And that’s an evergreen task, meaning that it’s never gonna change.

The tools may change, but the you’re still had a segment of list inside a segment of whether to use a tag or what it is. Right? And now if you wanted to, you could delegate that to someone and say segment my list, and then I’m gonna send this evergreen campaign from this list, and now you’re gonna have a how to guide on the other you see how it all connects?

Yeah. And I think the question too becomes how do you I’ve always wondered how you take personal emails to your personal inbox and then clean them and make sure you can deliver to them.

We’ll figure that out and we’ll create a we’ll create the anything like that Yeah. Is a process that you that you can do anything. It’s just there’s a process. You gotta figure out how to get that and you gotta document that process. We’ll figure it out and we’ll document it as we go. And we’ll save it, and that’s the first thing that’s gonna be in your system.

I love it. That’s my that’s my project or my system.

Well, it’s it’s one of the piece, and that’s related. So so the the trick, and I think what Joe’s what she wants you to do these daily these daily things because it’s it should be part of your your overarching goal. Like any of these non negotiables need to support a goal.

Yeah. Okay. They they need to, like, the related to the health. Like, you focus on the twenty percent that is gonna help you achieve eighty percent of your goal. We all have a goal to achieve celebrity status. All your non negotiables need to support that.

Right? And they’re gonna be subsets of this.

And that’s the question of where you’re and then I don’t know the to it is like you said. Okay. If I have that email list, how many of them can I actually use? How many can I potentially put into a newsletter or email to drive sub stack? But when I have that email list and I have a clean deliverable I feel like there’s a a sense of, you know, knowing where I’m at because everyone talks about re algorithm could change from a social media perspective, but you always have the bankable, you know, email list that could convert into paying at any time that you choose to do maybe a course or a webinar or etcetera.

So that’s kind of the work But Can I can I give you an opportunity?

Yeah. Talk to Joe about creating a course on how to launch a sub stack newsletter.

There’s there’s opportunities everywhere because that’s what the course is. It’s a detailed step by step how’s you guide. And anyone can figure it there is a process that you need to follow. It will change.

Yes. Technology changes. I get it. But if that happens, it’s little tweaks.

That’s the opportunity.

Right? You just said two systems to me. You said a system on how to segment and clean your email list and a system on how to launch a sub stack newsletter. Yeah.

There’s opportunities for both of those. It’s what you do with them afterwards. And if you don’t document and do what we said, you don’t have those opportunities. Yeah.

You see the difference?

Yeah.

Think system. So do that. I I would do that. Of course, if it’s a good course, you gotta learn how to do it anyways. Correct me if I’m wrong, it’s not gonna do itself.

Yeah. No. That completely reminds me of something I’m working on with a fellow marketer. It’s like, we’re reaching out to some chiropractors and physical therapists, and a lot of them have, like, large lists of people that haven’t come in for, like, an adjustment or, like, just kinda touching base to see whether at, like, mentally wise or health wise.

And one of the things we’re working on is, yeah, learning how to clean their list properly so then we can, a segment to people who haven’t been in, like, six plus months versus people who haven’t been like a year out, you know. So it’s like, obviously, the people that are year out are gonna need a little bit more nurturing and things like, hey, you know, these three reasons are why it’d be great to come in. Here’s a fifty percent offer. Take your first one free, and then we’ll give you what whatever the offer is.

The offer is still being milled over. But that exact same thing is where we’re starting. So it’s like, I’d love to get on with you guys more about, like, the the scrubbing and the email things like that because that’s, like, one of my main focuses for sure.

And one of you need you need process. I’ll tell you why. Because in Canada, you have to segment if they haven’t contacted you within two years, you can’t email them. Oh.

But you need a process that that’s why you document it. Right? And it and you in it the outcome is to send okay. Let’s talk about the outcome.

Your outcome isn’t to is to segment and clean an email list. Your outcome is to send a segment and keep clean an email list in Canada or you could have three different soaps depending in there’s Europe, there’s a different process.

In Canada, there’s a different process, the US has a double opt in. It’s implied consent.

You have to have these processes. You have to document it because you’re gonna get in trouble down. You can get sued for that. Right.

If you don’t have a process, what are you gonna do?

And nobody has it ask anyone. Hey, do you have a process on, like, sending an email list in Canada? I do. They don’t. So what you’re sending you mean you’re emailing people? You know, you’re not following a process?

Now we’re just going in swinging, man.

That’s and that’s what people do. They figured out as they go, which is good, but you don’t they’re not documenting it, and they’re not saving it.

They’re doing themselves in justice because they’re missing out on an opportunity. Each of these is an opportunity. Every single one of them.

Yeah. And it’s so true. No. And where are you based?

I’m in Oregon, North America.

Yeah. And that’s the I think doesn’t Canada have double opt in too?

No. You have to it’s over it is, but it no. No. It doesn’t have double opt in here.

It’s, like, over two years. If they haven’t taken any action or contacted you, you can’t email them. And then they used to have implied consent, but it’s only implied consent if they schedule the the console. Like, if you and that doesn’t involve text.

There’s a whole different set of rules for texting. Just because you schedule a console doesn’t mean I can you. I can email you. That’s implied consent.

Text is double opt in. And it has to be within a certain, like, there’s certain rules. You gotta document that. Right?

Right. I love that idea of, like, you do. We do. Like, there was a really good realtor in, when I was working in real estate, she would train her team and she had crazy systems like that and want her very first system, which is you do, we do, then they do. So it’s like build that system out, do it a little bit together, and then they’re just fully on their own, which it sounds like exactly what you’ve you’ve done, Shane.

You need to. And if you don’t if you wanna start hiring VA’s and delegating and stuff, you need to systems. You need to literally have your business run on how tos.

And then and then you’re not managing you’re setting them up, but then you’re the person that you’re hiring to manage these, you put it in their job description that they’re responsible for maintaining these. Right? And just by the nature of doing it, and literally they work from these when they do the task. Like, they have this open, and they’re like, check, check, check, check, check.

And as it changes, they’re updating it as they go. So it’s always it’s always a living document. Right?

I set up any evergreen funnel. Step one. Check. Check check check check check. Oh, this worked.

I’m gonna update this. Right? I’m gonna do this. Love that.

Yeah. This isn’t working very good. This is killing it. So let’s just replace this with that.

So You got it. And now it’s a living document that was always there, and then it’s like, and that’s this is a course. I could easily turn this into a course. I could easily turn this into, a a bunch. I could do so much with this. Right?

Yeah.

It’s funny how it’s still, like, reminiscent of, like, building out pillar content, if we build out like a newsletter, then you can sort of repurpose a portion of that as a blog or as a YouTube short or or as whatever it is, but there’s the same similar methodology with the system going into a course or if you have a process, yeah. If you have the process.

Right.

If if you treat each one as a system and a how to, absolutely, you can. And that and that’s where you have the opportunities. Like, it’s and then eventually you can do what other people do. Like, they’ll hire other people to build the systems for them, which is, of course, Right?

The you hire someone to build a course. You’re hiring them to build a system. Same thing. You’re just gonna sell that course.

You can turn it into a product if you really wanted to, but you’re gonna have them document the whole step, a to z. Because that’s gonna be the course.

Make sense?

Yeah. Totally. Love that way of thinking about it too, for sure. Definitely some mind opening stuff there?

It is a my I know it’s a shift and I was trying to, like, I was trying to figure out, like, what’s the best way to do it.

And I think another way is my like, I’ll work with you manique, and we’ll we’ll start building out your system step by step.

Starting with what you’re working on, and we’ll use this as a plan. And then that’s gonna help people sort registered as well. Okay?

Yeah. This is great.

Did it make sense that it came across? Like, I was hoping I was I was struggling like, how can I explain this? Like, I was trying to get across, like, because I know it’s a bit of a mind bend when you something versus a system versus like a plan versus a marketing plan. It’s a subtle difference, but it’s a big one.

Well, and I think it’s even discovering within the how to guide that there are going to be areas where And I keep going back when somebody asks you, like, oh, how did you do that within the obvious thoughts, odds of where you’re doing something?

Then that becomes another how to guide as well. Right? Because that expert curse, you start to forget where your knowledge is is just automatic. And then the other moments where you have people say, oh, how’d you do that? Then that becomes the chain, you know, and and it’s sort of like embedding those in places that, essentially, it starts with an idea. Like, my idea is I’d like to get an email list for what personal contacts and start the process of cleaning them and segmenting them and then selecting the right service, email marketing platform, because quite honestly, there’s so many of them. It’s they’re so expensive if you don’t pick the right one, and it’s super confusing.

And I feel like the process of even selecting an e email marketing platform is, of course, in itself, Yeah.

What’s the last Nolan, what’s the last deliverable you just did with the client?

We were working on a It was a marketing business who markets to cash based physical therapist, which I didn’t even know was a thing. So their thing is, like, in ninety days or less, we’ll get you thirty k of revenue where we work with you for free.

And, yeah, that’s what’s Well, what did you create for them?

Like, you created a website? Yeah. So if if I asked you to hand me a step by step how to guide, could you do it? No. That’s that’s the missed opportunity. Exactly.

What you just told me I didn’t document it.

Exactly. Now it will.

Next time, you better believe I’m gonna be recording.

That’s huge. Yeah.

Exactly. If you do it anyways, people do it anyways, but they have a project mindset. There’s a start and an end date. Wow. That’s not the way to look at it.

It’s like, no. There’s a bridge or whatever the house, whatever you wanna build metaphorically. We’re coming back into it, you know.

You got it. Bill that. You got it.

That’s I don’t know why.

Maybe it’s because I watched Lord of the Rings recently. I keep picturing, like, this medieval, like, three foot long river in, like, this whole family jumping over, jumping over to get to their house every time. But it’s like, no. Just build the bridge or the bakery or whatever this system is because it’s gonna be repeatable scalable regardless if they’re infants that can’t jump it, elderly people. Like, it just needs to be easy, reputable, and scalable. Exactly.

Yeah. And you’re doing it anyways. You’re you’re you’re you did that anyways. All you had to do was instead of that project plan, just work, and it’s so much easier. You have a page.

I just don’t build the bridge. I jumped over the river, like, oh, there’s not gonna jump back. Yeah.

Yeah. No. And it would be so interesting if you could do a Loom video pretending that you started from beginning knowing what you know and just do what you did on my video.

As you go, you’re moving somewhere. What you and I just did? Same thing. You’re moving stuff around.

You’re like, start, and it’s a living document. You just link to that living document and you book time to work on it. That’s it. Right.

You you’re struck, and that’s your daily non negotiable. I’m gonna spend one hour a day working on my email list.

And then you’re gonna wait two minutes.

After this call, but, like, what did I do since I’m still kind of working on it? So it’s still very fresh. Obviously, had I been doing it as I was doing it? That’s ideal. You know?

Exactly. And then your documents Right.

Then in there, and you’re like, oh, this kinda suck. Oh, this worked really well. Now I’m kinda like, Did that work well? Did I go back? You know? Yeah.

Well, and then you could take the transcript of you talking through the video and turn it give it to chat GBT and say, turn into a step by step process.

I got it. You got it. Now you’re thinking. Record yourself. I do that with little mundane task. And I and I transcribe it and I turn it into because you never know.

Right? Yeah. You never know. And before you know it, you’ll have hundreds of little how to’s in their evergreen. They are never gonna change. The process is always the same.

And then you step back.

That’s my goal. I’ve gotta learn how to do this.

Well, we’re gonna I’m gonna work with you on it.

I’m gonna work with you on we’re gonna you and I will spend some time and we’ll work on the the pro because it just so to reinforce it. And we’ll start building out the first thing is to build out your knowledge base. Right? Have those three folders, operations, your finance admin, and then your sales and marketing. The the the operations or the sales and marketing and the finance admin, those are your core functions. Those support your operations, and your operations is delivering the service.

Yeah.

Right? Then make those distinction, and then you’re good. And this create how to guys each of them and then you’re golden.

How to invoice a client, how to there’s a process for that. Right?

Oh my god. How to build proposals?

Bingo.

And then you can you can outsource that and delegate. Here’s how to build a proposal? Okay. Let’s let’s think like a system Okay? Let’s let’s do a discovery call with the client. Let’s create a story framework.

Let’s ask those questions in the same steps as the story framework. Let’s take that, transcribe it, and then let’s you see what we’re doing. We’re creating a process.

Yeah. I know.

I just had it And then let’s send it to design.

I just had this whole conversation with, people who, you know, are trying to negotiate payment terms, for example, and have the conversation about, you know, you’ve gotta put in and I’ve told them, like, you’ve gotta make sure that you put on the interest if it’s, you know, so that If they don’t pay, you’re not getting mad, accounting them. The the reality is is, you know, it’s passive income until you get paid. Now granted you wanna get paid the full amount, Like, I never thought about that, but there’s all these nuggets that are in us that, you know, are able, you know, to be shared.

Like you said, even on a invoice. Like, what are the key things about an invoice that are gonna protect you, for example?

Ask anyone in the group, hey, sending a proposal. Can anyone send me their step by step process and how they do it?

Yeah. It’s all in their head. Yep. Right. And that’s a missed opportunity.

Yep. And then that means okay. They may function in their head. But they can’t they can’t delegate it. They can’t automate it, and that’s the trap. Because once you get in the trap, you’re working on the in the business.

And if you’re working on it in the business, you’re screwed. You’re gonna it’s gonna lean to burn out.

You’re gonna There’s gonna be so many hours in the day, you know.

Exactly. You got it.

But ironically no one has I need a system for my client outreach because it’s definitely in my head, and I gamify in a Excel spreadsheet, but I need to just have it systemized.

Like, Yeah.

Oh, yeah. I would know and I would definitely, hey, we can cheat. We could be like, this is my how to guy. I’ll change it. It becomes a exchange retailers out to you guys.

For sure. Yeah. No. And it’s fun because you can kinda gamified, like, all my conversion rate sucks with this kind of business, or it’s like my I need to work on this portion of it and you can kinda see I can see that being implemented in the system and being like, okay. This sucks. We’re gonna scrap it or consistently trying to hone in on it and just make it more.

Even ask if you ask anyone in the group, like, your social media say, well, does anyone, like, post on social media? Yeah. I do. And then ask for the step by step how to guide.

They won’t be able to give it to you. And the missed opportunity is that you can delegate that stuff. Well, no. I’m not gonna do.

I’m looking for a VA, but you’re looking for a VA. You don’t have the process yet. Build the process and then hire your VA, and then now you have something to gauge the success by whether they’re they’re doing a good job or not because you have a proven process.

Yeah. It’s all about that for sure.

Yeah. It’s simple. So okay. I’m glad you guys, like, it’s I was trying to okay. It it is helpful. It it came across. Okay.

Very, very well spoken.

I think Yeah.

I’ll work with you, Monica, Monique. Sorry. We’ll we’ll we’ll work together, buddy. Do you want Nolan, I can work with you too, buddy. If you wanna, like, work on some.

I would love that for sure.

And we can both start with the with the authority plan.

Like, just looking at that, and we’ll start with one of the deliverables.

Like, what do you What’s the first thing that you’re working on, Nolan, for your authority plan?

For me right now, it’s like my productized services because I have a couple clients that I’ve worked with in the past, and they’re like, was trying to negotiate, and I know everyone wants to pay down here to get up here. So it’s just like I just wanna have my services out there and like, this is what it is. If you want it, great. If not, I don’t I don’t really like to negotiate things like that. It’s, like, I feel like they disrespect my business at that point in time, and it’s, like, I don’t really wanna not that I don’t wanna work with them, but it’s just like, I would prefer just being, like, This is the price set in stone, and that’s it. Okay.

So the outcome is, let’s use a framework. Right? The outcome is that you wanna productize a service in your in your company Correct?

Right.

Now to get to that point, the very first step that we’re gonna need to do is you need to look at the services within the past couple of years that you’ve delivered and you wanna focus on the twenty percent of services that generated eighty percent on your your revenue, the high ticket stuff, okay, or the stuff that you’re frequently delivering.

That’s the first step. Then once you know that, you can identify the product that you’re actually gonna productize.

Then the second step is that the actual process to productize that service, and it just so happens, Joanna has a really cool course on that. That’s your process. And at the end of it, you take that how to manual and you productize another service. Then you can’t dispute.

Course is that?

I I don’t know if it’s launched yet.

Ryan’s doing it right now.

Sorry. Is it right? Yeah. I think he’s I think he’s doing it right, but that’s what he’s doing.

Oh, the productized service one.

Yeah. The productized service.

That’s Oh, yeah.

Good call.

That’s your how to guide.

And we can we can build that out and then document it. But then we’re also gonna have to get into let’s let’s look at something else you’re gonna have to automate. When part of automating your creating product high service is finalizing your sales funnel.

You’re gonna have to create a sales pipeline. You’re gonna have to do your marketing funnel.

Those are systems you’re gonna have to create.

Right.

You might you have to document them. Right? And then you save those to your knowledge base. Now you have four different how to guides So as simple as that.

So open up a Google doc, literally name it how to, and then link to it from your the plan that Joe has, the authority plan.

Are you working on that now?

Is that when it’s due this quarter?

I believe so. Yeah.

Is it? So put it here. Literally do this, buddy. You do this as, like, literally do this. It’s so, like, don’t over complicate it.

So say it’s in the shop.

Literally do this. How to productize, you know, a service, and then link to the how to document, and then you just and then that opens up and then just work from it. That’s your perfect plan. Figure out as you go.

I’m literally doing that after this, call.

You see how simple that is?

And people do, like, hand charts and you wanna sit on the email one, because I would love productized services the next thing to do.

Honestly, like, I feel like once I have a productized service, and that email base, they kinda are together starting point.

That’d be the only one without the other. Right? You’ll need the you can’t do one to figure it out. Yeah. Exactly.

Yep.

So I’d know, and I’d happily go in, like, if we wanna sit together and do the email and then prioritize service, that would be to really great how to guys, I think, to get me going.

Share the plan. You guys share this with me both of you and then and then figure out the trick is in each quarter.

This right here is a process. You can’t do what are you gonna do in q one? What are you gonna do in q two? In q one, you’re gonna productize a service.

What you’re really saying is you’re gonna create a step by step process to productize the service. And the end of it, you’re gonna have your process documented. What are we gonna do in q two? Well, you’re gonna sell and market that.

Right? That’s and that’s what Jill’s trying to to teach you guys, right, each to look at it that way.

Right. And then don’t link, and you’re oh, it’s so simplifying it, guys.

Like Right.

It’s literally just breaking it down to very first principles, like engineering stuff. I love that.

Bingo. And not only that, buddy. Think about it. All you’re doing don’t get caught up on, like, these stupid task management stuff. Like, people time block individual tasks, that’s mind numbing. No.

Just block out time to work on your authority status, link to your the authority on it, and then just work from your online document. Pick up where you left off.

Exactly. You see how long that is. So easy to follow, and that just makes perfect sense honestly.

Exactly. And that and that’s the way to do everything in your business.

And It’s always so over complicated, but there’s this.

There’s this. And it’s like, man, there’s so many opportunities, but it’s, like, really just systemize it, and there won’t be as many opportunities, you know, hone in on what matters, you know.

Exactly. And your project plan is a how to guide. That’s it.

Yeah.

I mean, I’d love to have one productized service by the end of January that I could send you an you know, email list in on social media and just say, here it is to your point, and all I’m like I can help you.

If you want to do the productized service, we we have about ten, fifteen productized service.

As we’ve launched. We make one service makes about a hundred k, a year. So I can help you guys with that step by step because part of the process is you’re gonna have to you you you’re gonna have to have a system to to market it to sell it than deliver the service as well. Right? But that’s easy. That’s just con that’s just can ban. It’s to do doing done, and then you but you automate it, that what you’re gonna need is part of your process that you’re gonna have is like a client discovery, but you’re gonna automate that.

Right? And that’s gonna give you everything you need to build it. And then at the end, the trick with a productized service is not to do it, just to automate it and delegate it.

Right? Your job is to build the system not to not to do the work. Right.

I feel it.

That’s if you wanna scale.

I feel like if we do one productized service to three of us altogether from beginning to end as you describe it, Shane, I would, like, have a massive unlock.

You guys wanna if you guys wanna pick a service, the productized service, I will help you guys. I promise you guys in three months, will you’ll have a fully productized service. I’ll even do to help you guys. I don’t mind.

Like, I I’m all of it win win, like, succeeding in life. I’d like to help people is I will my agency will do the the this stuff. Like, we’ll we’ll code it for you. We’ll do all that stuff.

Right? I’ll I’ll walk you guys through the what we just did on building the system. The end goal will have a complete system on how to launch a productized service.

The stuff like the landing pages and all that stuff my agency will take care of will use WordPress.

We’ll we’ll we’ll do that for you. And in the end of three months, you will literally have a productized service you can give to the students and say, well, I’m gonna I’m gonna start making money from this.

Oh my gosh. That’s it.

But it’s easy, though, guys. It’s but it’s it’s it’s possible and it’s easy as long as you approach it as a how to guide.

Right? Right.

So it’s That’s the productized service.

That’s it.

Yeah. Without those systems, it’s just so overwhelming because there’s so many moving pieces. And there doesn’t need to be that many moving pieces. I know.

Focus on the twenty percent that is gonna achieve eighty percent of your results. That’s it.

I’m not sure if that is yet, but I’m willing to get jump on in So what would be what would be the next meeting type?

Like, where Nolan and I could no.

Are you What would you can send me your authority plans, but send me those authority plans.

I’ll bookmark them. I’m gonna create a system. I’m gonna I’m gonna do what I’m doing. I’m gonna I live this stuff.

Seventy authority plans, I’m gonna create a system to help you guys launch product high service. Okay? Then we’re gonna work from that and and then I’ll show you how the first step is we have to define, okay, we know what the outcome is, and we know what you guys wanna achieve celebrity status. You’ve chosen your one thing.

Then once that’s done, we’re gonna start if you wanna start with a product size service, that’s fine. We’re gonna schedule it out.

And we’re not we’re not gonna get caught up where it’s like, In q one, I’m gonna do this phase. In q two, I’m gonna do this phase. No. We’re gonna say, by the end of q two, we’re gonna have a fully productized service. You’re gonna link to a how to check mark list. That’s it. And we’re gonna figure it as we go.

Easy, peasy. Right.

Love that out. It’s just like simple reverse engineer. Like, what do we want? Okay. Let’s just work a little bit backwards straight lines for That’s it, man. Not branching out over here. We’re not branching out over there.

Think about it two calendars. Like, I’m a bit of geek with time management, about how, like, mind numbing that is when people, like, actually time block specific tasks. That’s insane.

Rate time block outcomes.

Just set aside time. Everyone, well, what is my one thing that I should be working on? My my non negotiable?

What they’re really saying is I’m not clear on on the outcome that I want. I’m not clear on my goals because if you don’t know the outcome or the goal, you can’t you don’t know the process to get there, and that that’s what they’re confused about. Right? That’s the issue.

Right? And then when you block, you time block, you just focus on progress. Today, I’m gonna work on my authority site. I’m gonna open up the how to document, and I’m just gonna pick up where I left off and move to the next step. And then I promise you in three months, you’re gonna have something really good.

Awesome. Love that.

Alright, guys?

Okay. Is it the but it made sense. Everyone, any last questions before we go, I know we always stay longer than it’s, any other any other questions on that?

No. I think it’s just letting it all sync sync in.

Yeah. Let it sync in, and I and it’s gonna really sync in when we do it together and also give everyone else examples of it, including, like, how to set up the knowledge base because you’re really setting up your system on how to run your business. Right?

As well. And we make a here’s another tip. When you’re creating your product type service, you’re gonna need to invoice clients. You’re gonna wanna automate you’re gonna need a you’re gonna need a how to guide on how to invoice clients.

Right. And see how it connects? And before you know it, you have, like, from that one productized service, you’re gonna have twenty different how to guides in each different department that night you can automate or delegate.

Well, I do have a business.

Exactly. Now you’re systemizing your business. Exactly. And that’s the mindset to have. Right?

Right.

It’s a big it’s a subtle one, man, but it’s it’s a big one. Right?

Well, and one of the things that I’ve really been thinking about that Joanna had said is that you don’t actually need a website. You just need a landing page, which is can be within Stripe.

And I was like, that’s a bit of a I don’t even have a website, guys.

Yeah. You don’t even need a website. No.

And this There’s different ways.

And that’s a lot a lot of where I’ve been hung up on my business is the fact that I don’t have a website up.

And I’ve sort of It depends on your strategy.

You don’t need a website.

It depends on I know.

And I think that is in itself a how to guide. Like, by the way, you don’t need a website to have a very profitable business. And here’s how you can have a landing page and a place where you create these services. Like, I think that’s that how to guide is a value alone.

Well, the the the how to guide on that is it’s a it’s so that there is a there is a guy. That’s what we did as partner Right? So we have agency partners we work with, where they white label all of our our work. Right? So we’re doing the work. And but their clients don’t know it, but the work we’re doing is product sized and delegated out.

So I don’t we don’t have a website because I don’t need to because we always have business coming in. And then the the services are all productized, systemized, and then it allows me to do like, I have a lot of time on my hands because it’s I can.

Right? I have two kids, but it’s but it’s building the system to get up to that. Right?

That’s the secret. That’s that there’s a whole that’s that’s what you do. Right? Right?

Definitely working a lot smarter than harder, but like you said, it wasn’t like you couldn’t just flip a switch on it, like, work smarter.

You had to work hard to learn and fail from and no one thinks like this guys trust me.

Nobody thinks systems. That’s why there’s such burnout. That’s why people get, like, frustrated. That’s why everyone’s saying Don’t do agency work.

Don’t do agency work. But you hear Joe say, yeah, do agency work. There’s a lot of money to be made. What she’s really saying is system Like, she’s she you don’t think she has.

It doesn’t have a a clear cut system and processes in place to deliver? You bet she does.

Right.

Right? And that’s what she’s really but people will start an agency, but they won’t think they don’t even have their services productized. That’s crazy.

I feel like that’s you gotta set that up early for your Exactly.

You don’t need custom work, you you just need to solve problems.

Right. Right. This is it. Either you want it or you don’t. If not, there’s thirty million businesses in just the US alone.

So Well, yeah, but the beauty of it is you don’t you don’t need to tell they don’t need to they’re they’re getting an amazing product and because it’s a systemized and you’re you’re ensuring consistent results.

They’re actually getting a better product than this custom stuff. Right? But you don’t have to sell it as that. Right?

Like, when we deal with the clients, we’ll we’ll charge, like, say, like, twenty grand for a website. It’s a proven system that we use. We use ADA framework. You don’t think it’s a step by step process.

They it’s custom, but it’s not. Right? Yeah. That’s the key. That’s the trick. But if you don’t think like that and you start an agency, you’re done.

You’re burnt out. I’ve been there. Trust me. You don’t wanna go there. It’s depressing. I I had depression because of It’s, like, this is years and years ago.

You don’t wanna you don’t wanna go, man. This stuff works. I have a clinic in Los Angeles. I have rental properties an agency, multiple productized services going on, kids, and it’s all systemized, right?

That I’m not I’m not like it’s genius. It’s just just create systems and figure it out.

I’m so excited.

I feel like this is so stuff.

Yeah. I’m I’m really, like, I guess now it’s a question of I’ll send you my authority. I’ll update it.

Then maybe authority site guys, both of you, please, and then we’ll work through it. And then let’s let’s both of us aim the three of us. Each of you guys will have a productized service.

Let’s say you wanna do three months from now this quarter. You wanna do the business quarter?

I would love to do is end of January, like unrealistic?

No. This is we’re talking end of no. No. You can’t. It’s not you wanna So a good rule of thumb is every three months.

So a good rule of thumb is take it deliverable, and and focus on completing that within the ninety days. So then it’s like there’s twelve week here. You have four quarters. It’s a lot of work.

You’ll get a lot done. Trust me. So during q one, you focus on your if that’s what you need to focus on first, I don’t know what you guys do. Like, it may be if that’s what you guys wanna do within q one, that’s gonna help you achieve your status.

Then do that. Right? But your goal is to have that done by q one.

Yeah. Revenue for me is number one before status at this point. Like, I can link I can do LinkedIn. I can build my book, but I feel like, you know, and some of the newsletters, but I honestly feel like the revenue and scaling part of it is the safety net.

If that if that’s the focus on it, like, it then then that’s the how you get there, the process is gonna be different. Like you said, we talked about that, remember. For you, it’s about maintaining cash flow. Other people, it’s not. The process is gonna be different how you achieve that outcome.

Yeah. But we’re gonna work on that. And if that’s what it is, sure, let’s aim for q one, both of you will have a productized service, and then we can start, driving traffic to it. And selling it. Right? So we’ll have to think you’re gonna have to hire a VA. You may have to do it yourself originally.

But you have a VA and then we’ll use my agency, I’ll help. Hey. Let’s I’ll work with you guys on that. We’ll we’ll get you guys what you need on that, and then we’ll have some fun.

Epic. I appreciate that, man.

No. No worries, man. It’s it’s, it’s, it’s, it’s fun when you think about it, man. I get, I get good with this stuff, but it’s, It’s, I love anyways, it’s, we’re good. Any any questions before we go, guys?

I know we’re over Above and beyond everything answered for me.

I know. I just want to say above and beyond. And I think the only thing is if there’s a book that you recommend or something you recommend to just, like, read, or listen to, I would take that in between now and the next time we connect, I guess.

On systems, like sort of creating, it’s it’s not there’s a yeah. There’s a couple I’d recommend. Like, it’s, like, kind of the same approach.

But just remember the the the just focus on, like, Anything you look at you’re about to do doesn’t matter what it is. You’re gonna wash your hands. Okay. What’s the outcome? Clean hands. What’s the process?

Rinse with soap, lather up with soap, rinse my hands, towel. Okay. Now you have a system. You have approvable and approach everything like that. Right.

Making a cup of tea. We’ll put the water on first, then you pour the tea into the ball, then you pour the ball. Yeah. Exactly.

You got it in one turn. You got it.

Maybe that’s the work.

Is this, like, going through the next few days of, like, what’s the outcome? What the in the process is the how to guide?

Bingo, and that’s your project plan. That’s all you’re working from.

Yeah. Yeah.

And then when you you book time out on your calendar and you link to the how to guide and you pick up where you left off. Easy piece. Yeah. You do anything.

Trust me. That that’s, like, over time management is the most, like, overrated thing in the world. Just Like, just block time and work on it. Don’t give yourself deadlines.

Your deadline is q is q one. You’ll reach it. Trust me.

You don’t need to give yourself milestones and all this crap. You’ll get there. Awesome.

I love it. Okay.

Alright, guys.

I’m gonna go make yourself a cup of tea, and it’s gonna be a mint tea that’s hot.

And and have a sheet of paper beside you and think steps. Step one. Right. Step two. Step three. Yeah. And then put that beside it, and then you could say to your children, Go make mom a cup of tea.

Right.

That’s unfortunate.

You got love it.

Exactly. And now you get the perfect moments exactly the way you like it. Right?

Love it. Alright.

I’ll talk to you guys.

Transcript

What we’re gonna cover today is is systemizing your business. And there’s there’s two approaches to any project or way of or so, oh, sorry, of any task or project that you wanna do. There’s a there’s a product way and then there’s a system way. And what I’m gonna do today is cover both.

Starting with project thinking. So, you know, this is from the project management Institute. So a project is a temporary endeavor specific start and end date. It produces a unique result in service.

It’s a set of structured tasks, activities, deliverables, executed to achieve a desired outcome. That’s the official definition of a project.

Definition of a system is an organized and structured process designed to be repeatable, de delegatable.

Say the word, potentially automated facilitating consistent and scalable results. So the beauty of a a project in a system, if if you if you really look at that closely, they both achieve an outcome.

Whether you take a project approach or a system approach, they’re both gonna achieve the same outcome, but with a systemized approach, there’s an added benefit of it’s repeatable.

You can delegate it. You can scale, and more importantly, it’s also consistent. So keep that in mind as I as I go through the, the presentation with you. Projects and system both achieve the same outcome.

It’s just the approach that you take, when you’re you’re trying to achieve that outcome. Okay? So, if you look at your business or any business that you’re starting freelancing, truthfully, it’s just a system that runs off of processes and procedures. So it’s systems within systems, and we’ll cover more of this as we go through, but that’s all it is.

We’re gonna go through, an example project. So I’m gonna I’m using two projects. One is cleaning a bathroom. Another one is cleaning, sorry, cooking, Thanksgiving dinner, then we’re gonna approach, a marketing plan as a system versus a project, and I’ll show you how we use this in our agency to productize. And then we’re gonna approach the authority plan that we’re working on now as a system instead of a project and sort of how it all comes together. Okay?

So if we’re approaching clean the bathroom as a project, we’re gonna create a typical gantt chart. That’s that’s one way that you can you can organize it. You break down the tasks, you you set a time, and then you you work on each task.

Another way to do it is, an action plan.

To clean the bathroom. It’s you start with your smart goal, you break it down, you decide on your action steps, you assign who’s responsible, and then you work on each one at a time. This is a little closer to a system, but it’s still project thinking. Okay?

Here’s another example of cleaning room. This is a a a con bond board. You have your to do doing review done. Each item under to do is a task that to complete it. So that’s project thinking.

Here’s another example of project thinking with cleaning the bathroom. This is a work breakdown structure You start with the high level deliverables, and then you break down each task, and then you work on one at a time. So that’s that’s project thinking. Now what we’re gonna do is we’re gonna approach cleaning a bathroom as a system, and the difference is subtle, but it it’s an important one. So A system has three components. There’s an outcome.

So the first step is you define the outcome. The second, there’s a process. So you outline the process, And then the third is you create procedures for each step in the process. That’s that’s how you make a system.

So we’ll go through this now. Here’s a little formula that you can use to help create your systems. If I process, then I’ll I will have successfully outcome. So let’s apply that to the bathroom.

If I clean the sink, the floor, the bathtub, the toilet walls, then I will have successfully cleaned the bathroom. So you have your process, you have your outcome.

Here’s a another example, a system on how to clean the bathroom. So the outcome is clean the bathroom. The process is you start to put the sink, the floor, the bathtub, the toilet, the walls. Now the difference now is that for each cleaning the sink, cleaning the floor, you have a procedure.

So now you have a how to clean the sink, how to clean the floor, how to clean the bathtub, how to clean the toilet, how to clean the walls and combined, you have a nice system that I can delegate to my son, which is how to clean the bathroom. I give him this instruction manual, he knows exactly what to do. It’s consistent. It’s predictable.

It’s scalable. That’s the difference between a system and a project.

Another we’ll give you an example is if I have a project, if I have a process, then I will successfully outcome is the formula, If I create a guest list, select a turkey, do the grocery shopping, cook the turkey, set the table, then I will have successfully hosted a Thanksgiving meal for my family.

Let’s approach this at a system, a system on how to host a Thanksgiving meal. So the outcome is host a Thanksgiving meal. The process is guest list, menu, groceries, turkey, table, but the difference is now we have how to guides, or you call them soaps or whatever whatever you wanna call them on how to create a guest list, to create a menu, how to, purchase groceries, how to cook a turkey, how to set a table, and that’s a system that now you can delegate to AI.

Same thing, which is actually, a thing right now, by the way. I don’t know if you guys saw this or not, but there’s a a robot that’s coming out right now that’ll actually cook you meals, which is really bizarre. Elon Musk just announced it. So that’s the difference between the oh, sorry. Go through here.

Oh, sorry. Where are we here?

Okay. So let’s let’s approach, a marketing plan as a system instead of a project. So this is an example of, a marketing plan that we implement for clients. We have a couple of key clients and every every client that we get, we we start, of course, with a a marketing plan and we break it down into different phases and then we sign a different deliverable.

Now if we took this as a project approach, what we would do is we come up with the the project plan, we create a gantt chart, We go through the gantt chart, but we’re gonna approach this as a system approach. Okay? So the first step, what we wanna do, and act actually gonna go through it with you right here, This is a live, setup of the actual client account that I’m showing you right now. This is a trello board. If you click through, you’re gonna see here the marketing plan, which I just showed you pulled up.

Now this isn’t a marketing plan, this is a marketing system, and we’re gonna apply that formula that I just showed you guys. So the goal, our goal is twenty five hundred patients. Okay? The process is the avatar, the USB, the GMB, and then the procedure If you click on this is now gonna be if you open it up, is gonna be a how to guide an optimized to optimize a a GMB profile. So open you up right now.

And these are all the steps from a to z, including a video, what to do, and it’s just a checklist. Okay? So that’s an example on how we and we do with this with all our clients. You can see that anything that’s done If you open it up, it links to a process.

Alright? And it’s part of a plan or a system. In this case, it’s the it’s the the marketing plan itself. Okay?

Does that make sense, everybody?

Yeah. No. Okay. Kids, we’re good.

Let’s do let’s approach, Joe’s building a an authority plan as a system versus a project. Okay?

You can approach this like a lot of people would is they would they would take this and they would say, okay, I’m gonna create a gantt chart. I’m gonna do this. I’m gonna do this. If you approach it as a system, then it’s the same thing.

You know, your goal is to it’s a process to achieve celebrity status. So I’m just giving a couple examples is I’m gonna develop my USB. I’m gonna launch a sub stack newsletter. I’m gonna start a podcast, then I will successfully achieve celebrity status in my one thing.

So that’s the outcome. This is the outcome where Joe has here. The process is just here. It’s you’re putting these into the steps and the procedure One of the things that I have here is a a evergreen funnel. So if I click on the evergreen funnel, that is literally a procedure, a soap, whatever you wanna call it, it’s a step by step guide that I can, delegate or automate at some point in the future. I just wait it opens up.

And it goes into detail on all the steps that you’re kinda like building down. Now this is, this is an example of a system. I wanna show how this kinda works, how we use it, sort of how it all comes together. So here is here is the the structure in an example, say, if you had a company, you have your finances in admin, you have your operations department, you have your sales and marketing department, and then each of these is a how to guide.

Okay? Now this right here is how to build an authority and achieve his celebrity status. That is Joe’s plan right here. Okay?

So this is your your system within the system, but if you scroll down, here’s your process, which is I’m gonna develop the USB. I’m gonna create the signature. Here, I’m gonna launch the substack, and each, step in the process is just a how to guide. Linking back to the Evergreen phonologist I showed you.

So that’s kinda how the business runs. Each of these is a system that then links to either a process or another system. And the advantage of that is I’ll show you how we we kinda comes together another opportunity. So here’s here’s a an example of, a process turned in a productized service.

So we have a system on how to launch an authority site. Okay?

That system within that is a process within the system because one of the steps that you need to do is you need to do an SEO audit Okay?

That we turned into a productized service, which we do for clients.

So you’re gonna see when you when you build out your systems within or you’d have a process, you can turn a system into a course.

An example would be Joe. You have a course on, guest posting and blogs. Correct? Yep.

Okay. So that would be how can we relate that? So if we approach this as a system, it it I would change this and say, I’m gonna guest post, which, of course, is in line with what, Joe suggests you do, then I’m gonna add that as a process. And now I’m gonna create a guide on how to do a guest post.

And I’m gonna document that guide inside of my system So now it’s repeatable.

And I can delegate that. I can automate it.

And I’m not gonna sit there and say, oh, how do I start? I’m not starting from scratch. But the advantage is now I can turn it into a course, which Joe just did. And on top of that, I can also turn it into a productized service if I want to. So the subtle, it is it’s a subtle difference, but in a nutshell it boils down to when you do approach something, make sure that your you’re approaching it as a system, not the project, with the key difference being instead of a project plan, create a guide or if you wanna hate calling it a soap, but an instruction manual that teaches someone the exact step by step process and how to how to do it.

And I’ll show you how what I would do in my in, in calendar right now. So here’s my calendar right now.

Say, and I’ll this is how, sorry, you’re I don’t do theme. I do time blocking. Right? So building a system, one of the goals is you wanna build on your authority status. So what I would do is, okay, that’s a system. I would block out time to do that. I would link to the system I’m creating, which is which is just a it’s a how to guide for now.

And then during that block of time, all I would do is work on the first step work on that system, which is what what I’m talking about, and that’s going through each step. So let’s say I was working on my Evergreen funnel, This way while it load while it loads.

As I’m working on my evergreen funnel, I would be turning that into a how to guide at the same time.

Right? Does that make sense? I’m not just I’m not just doing it, but I’m documenting each step of the process for that step within the system.

And by taking that approach, at the end, you have a step by step instruction manual that you can send out. You can automate. You can delegate to your team. Most people would take the approach where they’re just gonna sit down and they’re just gonna they’re gonna hammer it out.

Right? They’ll do an action plan or a gantt chart or some type of project plan, and then it just sits there. So do the same thing, but approach it as a, like a instruction manual, call it a soap, whatever you want. And then you can you can start, systemizing your business.

So that’s how we tackle everything in our business. Like, we start with our main our main sections, each department, no matter what it is, it’s a how to guide. Anything that we do, it’s a how to guide. It’s documented following that that process, and then, of course, you can delegate and, hand it off to your team.

The habit I was talking I don’t know if you guys wanted me to talk about this. So here’s reclaim that I was talking about the the, the AI scheduler. What’s cool about this is that you can put key habits down, and you can say, okay, I wanna work on building my authority status for, like, ninety minutes a day, it’ll look at your schedule, and it’ll it’ll block in time when you’re you’re gonna you’re gonna do that. And then literally, you just you link build out your system.

You work through it one at a time. We do the same with our our team meetings right now. So we have a team meeting. That is a system.

On how to hold a team meeting. If you click on that and you open it up, it’s how to hold a team meeting. Right? And on in this, it gives step by step instructions.

And at the bottom as well, you can you can link it to the examples. There’s a the last team meeting that we had.

So it’s a slight it’s a it’s a different way of looking at it, but it’s it once you think as a system and you start thinking processes, and documenting the processes, then it opens up the door for everything, especially the delegation and the automation. The agency part that we have here I have two people, managing. This this is six hundred thousand dollar business here. It’s run by Jeremy and it’s run by JR. And everything they do has a system. Okay? Here’s the system on how to optimize your GMD profile.

That my job is to create the systems, create the processes.

That’s like working on your business, not in the business. Their job is to work in the business and to apply the systems that I create.

Right? And once you start thinking like that, you free up tie your time to work on the business.

Then you start having fun because, like, you can literally affiliate marketing as a system. You just have to put that together. Joe’s framework is a system. Right, is what it is.

And eventually, you will we can package that. And there you go. You have a system on how to achieve authority status. You can rinse and repeat your book let let’s take publishing your book.

Right? Don’t just take that create an action plan. No. Create a system on how to publish a book.

Right? And then document that step by step, use that structures because if you need to publish another book down the road, you just need to follow that step, but then you can turn it into a course if you want to.

You’re doing the work anyways, but take that extra step to document each each phase. And it of them are gonna be more detailed than other. Like, this is creating a process plus documenting each step. Some of them have videos, some of them don’t, some of them aren’t as detailed. But it’s it’s enough information where you can hand it off to someone and say, here you go.

So the advantage is, of course, each of these can be a system it can be a process within the system. But the point is if you wanna share this, you can share it. If you wanna share if you wanna share the whole system, which is this one, you can share that.

It really depends, but that’s that’s the in a nutshell.

Does anyone have any questions on that?

Does that make sense that the the project versus the system approach in the mindset?

I think mostly, for me, I still see so much overlap like a system when you talk about a project versus a system, I get it.

When I see it on the screen, I look at it and go like, with still feels like a project. So what makes it is this can a system I guess I’m just I’m still looking for a little clarity there.

Sure.

It makes sense to me, but just like Jessica said, I’ll just rewatch this after so the pieces kind of come together, I think, for me.

Yeah. It’s kinda like it’s a meant okay. It’s a mental shift. So let’s let’s take a project.

Okay? So when people break down a project, let’s take a a book. For example, when you publish a book, you create an action plan, and then you work through through each step. It could be, you know, chapter one, chapter two, whatever it is.

You’re not what do people do with that afterwards? They they file it. They don’t do anything with it. But it’s take that action plan, take that that those steps that you’re doing document every step of it and turn it into a how to guide.

It’s a subtle difference, but it’s a it’s a it’s a powerful one. Right? And by going from action plan or gantt chart to how to guide, it forces you to sit there and say, okay, I’m gonna do this, then I’m gonna do this, then I’m gonna do this. Like, take an axe, evergreen funnel, You can approach it like this where it’s step one, step two, include examples, include how to videos, you’re gonna do the work anyways you can just create, like, a an action plan, and here’s the deliverables you need to create. But let’s take the convert the the high converting landing page you could create another how to guide on how to create a landing page, and then you could link to that within this system.

And if you start, you you gotta start from, like, somewhere, but eventually over time, you’re gonna have systems within systems, and your whole business is gonna be how to, like, how to do a budget how to do a team meeting, how to do a landing page. And then once you get to that level, then you can truly start delegating.

And and I’ll show you our WordPress, let me do our knowledge base here.

There we go.

So if you look at our WordPress support for us, so we’re launching WordPress support. Here’s a onboarding system for managed WP.

Okay? When we onboard it, when we onboard, clients, we have a process. Right?

Then it’s broken down. There’s different steps, and then each of these is a system within that. It’s a process on how to do that a step by step guide. So now when we work with our team, I can delegate this, which is the how to guide, or I can delegate the entire system.

It just open up. It opens up the door. It’s it’s kinda like how you’re setting it up. You’re setting it up within your system. You’re it’s kinda like you’re setting up system knowledge base in a sense. But in the end, it’s all it’s all how to, it’s step by step guides.

It’s it’s creating, yeah, it’s creating a system. Right? Does that make sense?

It does. I’m actually applying it now to this other idea, that I’ve been working through around, like, how to build a customer as a different way of looking at marketing.

So it’s interesting. Yep. It yep. I like it.

Like the the avatar let’s take an avatar. Right? So we so a lot of people would be Okay. What I would do is is you have, an amazing course on creating an avatar.

Right? And and you know, you’re you have your outcome, you have all this. That rate there is a process. Right?

You’re you’re teaching people step by step how to do that. But a lot of people, especially in the agency environment, they’ll create a, avatar for a client, they’ll create a brochure for a client, and it’s a one off system. It’s like, I do the brochure. I’m gonna put it aside.

The next client comes up, and you know what? I’m gonna I’m gonna do the creative brief. I’m gonna do the gantt chart. That’s the way you’re taught.

But instead of and take that brochure, create the ultimate guide on how to do a brochure and document each step in the process and then and then look for ways to automate and scale it. So next now when the next time client the next client comes, now you have a productized service that you can offer to them you can scale it. Right? The there’s a subtle difference in how you approach it.

It’s custom work versus not custom work. Yeah. It’s approaching it as a project versus system. It it really is a there’s a it’s it’s there, but it mainly boils down to the process.

Right? You have an outcome. You have a process, whether it’s a project or a system or not, you follow a process. It may change whether it’s like agile or or or Kanban But then you also the big differences is the, actual procedures, right, the soaps, whatever you wanna call them.

Just make sure those are step by step guides. And everything you do in your agency, if you take that approach in time, you’re gonna have how to knowledge base. On how to do this, how to do this, how to do this. And then once that’s done, I’m showing you guys some, like, behind the scenes stuff here.

Once that’s done, then you can start automating entire agencies. Right? So if we look at these, these are all clients that we work on here. These are these are projects that are incoming right now.

But if you look at them, these are just systems. These are repeatable processes. Right? And they’re all linked to a knowledge base, on how tos.

So that that’s kinda how it works together. But it’s starting thinking as a system versus a project right away. That’s that’s the the mindset to have with it. It took me a while to figure this out, especially with with my businesses, but once you Once you start building that out or you think that way, you applied everything from retainer clients to WordPress support to different templates, and then you just start linking and sharing and delegating those.

Zoom, anyone have any questions on that or Can I ask Shane?

Like, if we’re looking at, you know, our spreadsheet for our one thing with all of the projects that we’re this one. Yeah. Exactly. When it comes to, like deciding on the order in which we tackle each one.

Almost like a game try. I know that’s project, not in that system thinking. It’s what you’ve been saying. But, like, I’m behind I’m with you on the creating the how to guide as you go.

So, like, I was doing the competitor’s content audit today. So I can see, like, taking the steps that I took and putting that into, how to guide but when it comes to the smartest, like, building off of our work and creating Just creating a system in terms of which projects we tackle first. Do you have any insight there?

That’s your process. Like, for me, I’m gonna set this. I’m gonna do this for you and, like, I’m gonna pick one thing and set this up. So, like, what I would do is I would start okay.

So let’s let’s approach this as a system. Okay? My ultimate goal is to achieve celebrity status in my one thing. Okay.

Now the process I’m gonna do is I’m gonna start with my USB value prop. I’m gonna create an avatar that actually includes both I’m gonna focus on my USB because it’s a level three market assist sophistication. So I wanna focus on how to Once that’s done, then I’m gonna build my authority site, then I’m gonna do my origin story because then it’s relatable. And I have the VOC because of the avatar, then I’m gonna focus on, my blog and then I’m gonna do the sub stack newsletter, then I’m gonna focus on the, the book, the book is gonna promote my USB because it’s the how to, my special way of doing it, then I’m gonna build off that and do the podcast.

So they build off each other, But I’m thinking as a system to get that done. And each of them that I just said to you as I build them and create them is gonna be a how to guide. That I can repeat down the road, right, building my avatar. We we do that.

We have a a course on building your avatar where it includes your value prop, it includes frequently asked questions, then you you create, guarantees to address those questions. It’s a system on how to do that. It’s just a how to guide how to do it. Right?

By approaching that at the end of this, you’re gonna have a system not only on how to achieve celebrity status. So if you wanna pick something else or launch a venture or some or even sell your own course on this, you’re gonna have a how to guide, how to implement it. And then each one of those that I just showed you, that’s a potential of five courses. Not only that, I could turn any of those into a productized service.

Right? It’s a subtle difference. And people, like, take the brochure analogy. Like, we’ve all done I don’t know if you guys have or not.

How men how much client work have you done where at the end of it, like, you’re even taught project closure.

Like, what is that? Project closure, all the all the deliverables were met, where the requirements met. You take that, you put it into a folder. You’re done.

That’s a wasted opportunity. Right? So you’re still achieving the same outcome, but by taking the systemized approach, you can do more with it. Right?

You can turn it into a course. You can productize your service. You can you can automate it. You can delegate it.

It just opens up the door to so many more things. And it’s so important for us because as you get into this space and you get your one thing, you have to be working on the business. You can’t be working in the business. Right?

And like, promoting your sub stack and doing, like, all of these little things, like, you’re creating the content, but you shouldn’t be promoting it. That’s working in the business. Someone else can do that for you. And it’s a and it’s freeing up your time to work on that stuff, the high level strategic stuff.

Right? That’s the difference. That’s one of the main bet benefits of of taking this approach.

And the system can take any form. This right here is a system.

Right? I can people can call this a marketing plan. I don’t. I call it a marketing system.

Right? There’s a goal. There’s a process. Right? And this is your direct response marketing. This is each phase.

I’m gonna start with the avatar. I’m gonna do the u s p, then I’m gonna pick Google my business, then I’m gonna do the sales page, then I’m gonna do re marketing, then I’m gonna do the sales pipeline. Each of those is a is a process to achieve a specific goal, which is this, right, and then I’m gonna turn each of these on how to create an avatar, how to how to develop your USB, how to optimize your GMB profile, Right? And then, again, that opens up the opportunity.

It just it’s a different way to look at it. This instead of looking at it as a project plan, I look at this as a system, This is a system that will help you achieve a celebrity status in your one thing, and this is the process Joe’s laying it for you.

Right? You’re taking this process and you’re just deciding when you’re gonna do it, but make no mistake. That’s a process. And there’s an order there on how you’re gonna do stuff.

You’re not gonna publish a book unless you define your USB. It’s why would you not why would you do that? You’re gonna be promoting USB. You can’t do one without the other.

Right? So it’s figuring out that process, and this is the formula I use for everything. Right? And it and you’ll find that, like, the trick on this as well as, like, if I it’s making sure that each of these is like a noun, it’s they’re an actual deliverable.

Like a sub stacked newsletter is a is a deliverable. You know exactly what you need to do.

Right?

USPS is deliverable. You know exactly what you need to do. A podcast is a deliverable. So as long as you focus on the nouns, deliverables to help you achieve the outcome, then you can you can start taking that and systemize it. Right? A TV, radio show, a core productized service.

That there’s a system for that. If you if you’re gonna create a core productized service, why not why not create turn that that in itself as a system. Right?

Your workshop, how to hold a, how to hold a works workshop. People have sell courses on that. Right? How to do an evergreen funnel? It just it’s a different mindset, but it’s an important one. Does that answer your question? Kind of.

I get what you’re saying in terms of every because I I feel like you answered my question in, like, five seconds of that answer. Which was the order that you gave those. But I understand what you mean in terms of each SOP is in and of itself an opportunity to either delegate, product ties, create a course, create a program, or create content around the thing that you’re doing.

Those are opportunities. I think Johnson just said, like, the one of the main differences is the documenting. Yeah. It’s like people people mostly that that’s actually great. A great point. Like, people everyone approaches it as here’s what I need to do, and then they’ll do it, or then they’ll take project notes They’ll they’ll have stuff in, like, folders and stuff, but they don’t take that and they don’t turn it into something.

Right? And by taking that extra step, you’re doing the work anyway.

Does anything you approach think, okay, I’m gonna turn this into a how to guide. I’m gonna turn this into a step by step process.

Everything you do. Like, anything in the in my team that they do, like, when they ask me, it’s like when I want them to do something, they ask they okay, what’s the outcome? There’s specific questions that they they ask from me, and then I make sure they document it. The littlest things that you would think of. Like, if you look at this one, with the, the the client, the work, like updating a CRM, that has been turned into a system.

Right? If we go back to the, right here, like a lead value in updating CRM. That’s that’s a how to guide. That’s a system now.

Because I can delegate to this person that I don’t even need to I don’t know I don’t need to be involved in any of it. Facebook campaign. Okay? There’s a system for that.

There’s a how to launch a successful Facebook campaign. Right? That’s part of a a broader, a broader, that’s part of this system. But it’s still or a process within that, say this was like step four, right, which is Facebook.

Right? It’s part of this is your your system here. This is your process, which should be step four, and you’re just documenting how to do a Facebook campaign. Right? And then you’re taking that and turning it into a product high service or a course as well.

Oh, what I’m wondering is, slightly slightly off topic maybe, but what what, you obviously manage your systems really well. You’ve got a huge data there you go, database of them I was just wondering if you could speak to, your recommendations for organizing these, soaps and systems and processes as you develop them because I can I can just kind of see into the future and imagine creating quite an unwieldy kind of database? So I’m just wondering if you have a a a a way of organizing that or or just any thoughts, I guess.

Yes. So as a freelancer entrepreneur, this I’ve they call it, like, your org chart, whatever you whatever you wanna call it. Okay? You’re gonna have You’re gonna have your finance and admin, your operations, and your sales and marketing.

Okay? Your your finance and admin in your sales and marketing, those are the core functions of everything you do, okay, that they make the products. Okay? Operations delivers the products.

That’s the simplest way to look at it. Right? So if you have a course, you’re gonna your sales and marketing department is gonna create it. Operations is gonna deliver it. And that’s that’s the simplest way that I found to to make the distinction is just to to have those departments.

It’s the it’s how you, this controls the money in and out. This is how you market and and, the services, this is how you deliver the services. Right? That’s the way I look at it. It simplifies things.

And then if you look at these, like, each of these is a is a guide how to hold a meeting is not finance as operations.

Right? That that’s it belongs in that department. Where the, the sales and marketing, the evergreen funnel, well, that’s gonna be part of the the sales and marketing, right, part of the system. So this right here, the authority building, this would be part of this system as part of the, this one right here. This is part of of sales and marketing. Right?

So does that does that make sense?

Yeah. Yeah. That no. No. That makes, total sense.

Do you do you recommend nimbus web? I’ve never even out of it.

Yeah. This is we live off this. Like, this is, like yeah. Well, it’s you can do this in Google Drive as well, but it it doesn’t really matter where you do it.

But just you have your main folders, which are your your, your departments, how you structure it. It doesn’t really matter, but and then within that, you just have your soaps. People call them soaps. I call them systems.

Right? And then their systems upon systems. This may be a whole this may be a system within that system because then you can delegate systems. You can delegate to start from somewhere, like your onboarding process. Right? So you have your onboarding process.

Let’s approach that as a system. Right? A client comes in, this happens, this happens, this happens, this happens.

Right? Now you know what you have a clear process, So you’re gonna take the first step of the process and you’re gonna create a how to guide. You’re gonna take the second process. You’re gonna create a how onboarding a a client, a how to guide.

And now under operations, you have how to onboard a new client, how to send an invoice, how to send a proposal, Right? You have now you’re on your way to systemizing. And don’t, like, just start somewhere. Right?

Just get in the habit of anything you approach using this framework.

And then eventually six months from now, you’re like, oh, this is awesome. And then you you assign people to manage that. Right? Like, I don’t once it gets to a point, I don’t I don’t I’m not involved in it.

Right? GMB is his domain. I’ve I’m nothing to do with it now because now it’s his responsibility to do that. Update it and report to me, and now I’m working on the business versus in the business.

Right? And it’s like this right here, especially, like, the agency, right here. Like, we have tons of projects going on at any one time, and it’s all because of systems.

Right? That’s we wouldn’t be able to do it if it wasn’t for a system.

That’s cool. No. That’s really cool. It reminds me of something I think. I think Tim Farris said it, like, years and years ago. But that that anything that you do more than once, as part of your, like, your day to day life is is worth advertising.

Bingo. Yeah. You got it. Yeah. I was trying to figure how can I get this a my approach is everything I do no matter what it is, is a system because you have to, like, don’t make that mistake?

Like, people take on project. How many times have we all taken on a project where you’re taught that. You there’s the closure. There’s the like, you’re taught different phases.

At the end, you have to close it. You talk what went well. What didn’t that’s a missed opportunity.

Right? Because you may have to repeat that down the road. No one thinks, oh, I’m gonna take that old. I’m gonna take that out of action plan.

I’m gonna go through the no. No one thinks like that. So you you can by taking this approach, you still achieve the same outcome. It just now you’re documenting I think Johnson said, like, you’re you’re documenting the steps to how to Right?

You’re taking a step further, and then you’re organizing it like I just showed you. Right? And then eventually you have systems upon system right? And then you start building out the apartments.

But one sorry. One one thought that I know Jessica’s waiting. I don’t I don’t wanna hog the time, but, I just have one last question.

Something I was thinking about as you were talking about this was one was, like, I’m glad I didn’t create, a process or a system rather. When I was first learning some of the things that I now do because, I I’ve added and changed and it’s it’s kind of mutated into, something unique to the to to my own process.

But then I, on the other side of that, Do you think that there’s any, risk or danger?

From having a system that is, fixed and is the solution just simply to revisit your systems on a regular basis to make sure that they’re updated and that they’re they’re, they’re they’re changing, they’re shifting, they’re growing with the as the world changes it grows, Obviously, not all of them, but some assume will need to change.

Yeah. The this is thinking this is actually what this is, like, you’re you look at this, this is like thinking like a scientist, you’re forming an hypothesis. If I do this and this, I’m gonna have the. Right?

That’s the whole point of a system is that it’s not unrepeatable, but you can you can adjust as you go. Right? And if you maybe examine it six months and if you’re not getting that same outcome, you need to adjust the process. And that’s a that’s adjusting the how to guide or what it is.

Right? But treat that’s how I treat everything as a system. It’s a it’s a it’s a process and, yeah, there’s tweaking on it. Nothing stays station as some stuff does.

Like, there’s your there’s processes that you do day in and day out that will never change like payroll. We have payroll. So payroll is I use a bot for that literally. Right?

And it’s, like, it takes care of everything a to z, but in order to to get to that point, I had to create a clear step by step process that I could automate. In in that case, I decided to automate versus delegate it. Right? Where a lot of people will have a bookkeeping checklist.

Well, a bookkeeping checklist isn’t a it’s it’s it’s just a it’s a high it’s a what to do. It’s not how to do it. Go that extra step, and then it opens up opportunities, like, even with AI.

Right? Like, there’s a big difference between approaching a project like this and like this and like this versus a system, right, they would close this board afterwards.

And and each of these is a missed opportunity. Right?

Yeah. That makes total sense.

And that’s and it’s a subtle approach, but it’s it’s a it’s a it’s a big one. Like, thinking like this probably was one of the biggest, one of the best things that happened in front of my mindset as well. It freed up my time because I I’m like everyone else. I have kids.

I have multiple things going on. It’s it can be stressful. Right? You’re like, how do I find the time to do this?

But when you once you approach systems, then you can you can truly start automating, and you can truly start delegating. That’s the biggest thing. And it’s, like, it’s approved.

Sorry. Yeah. Go. Go. No. Go ahead. No. I was just gonna say it’s cool that I think because part of, it it’s funny because one of the things I I wrote in my my twenty five things, like, one of the categories was was soaps.

I I recognized that I, like, I really I think because I have ADHD, I really struggle to, to, to, to perform the same task over and over again without, like, clear, clear definitions of what I need to do. And, in writing down some of the soaps, which I’ve I’ve started to do already, I’m discovering gaps in my knowledge. I’m noticing areas that could be better. I’m, maybe, formalizing a process, that’s, the the works better, just by thinking about it.

So, yeah, I can see. Anyway, did I just there’s it seems to be a lot of value to it.

Yeah. There’s not and, like, literally these these this agency here, like, this is Jeremy and Jared. They had no marketing experience when they start. I would put Jeremy against any marketer out there.

He’s been with me for a couple of years right now. His knowledge was on proven systems, right, Facebook campaign. He’s brilliant on that stuff. He because he learned from a proven system.

Right? JR had no marketing experience. Right? And it’s teaching him, I wouldn’t have been able to get them to that level.

If I didn’t have these processes, the how to’s.

Right? So it’s like call it, like, education two point o or whatever it is, but you’re just you’re building your system and your business off of proven systems. Some of it is mundane. Some of it is step by step by step.

But that’s an opportunity to automate it. Right? And you can’t automate unless you have a process. It’s impossible.

Right? You you literally can’t. And everything is a process. You do this. You do this.

You do this. You do this. You do this. You do this.

You just need to figure out that process and then and then document it, and then you have tons of opportunity. Is there an example that people want me to to to approach as a system? Like, it’s related to your one thing, how I would do it?

Yeah.

I think so.

I think I like the way you your marketing plan. That was really interesting.

It’s a system. Yeah.

Yeah. That one page marketing plan, it seems like a pretty repeatable Could you go over that as a system?

Yeah. This is, like, this is and a system can take many forms. Right? Like a system can be a plan.

It can be, like, even here’s Joe’s, this is a system. You can look this as a as an authority plan. I look it as a system. I’m gonna build in that is repeatable, and then I’m looking at each of these as a system that I can repeat, and I’m gonna document every step of the way, the same as a marketing plan.

This is a repeatable system that we do repeat for plenty of clients. So there’s one client. I gotta, like, before we put these up, I think I have to have to show the, we’ll have to go in here and do the, we’ll have to what do you call it to blur it out? But anyways, here’s each of these has a system.

Right? So you go in here. Here’s the marketing plan.

It’s the same thing. Exact same thing. It’s a repeatable process, to achieve a specific outcome, but because we’ve documented everything, in detail, like, now we’re on to the during phase of lead generation. Here’s a pipeline.

Here’s a sales process. And guess what these are, how to guys and how to create a a sales pipeline. How to guide on how to create a sales process. And eventually, we’ll get into the live webinar.

Like, that’s and then eventually you get to the point where you’re it just copy and paste, right, and then you just delegate it. And then everything that you’re doing under this, like, here’s a blog newsletter. This is just a a system. It’s a how to do a monthly, plan for your newsletter.

That’s how they were trained on it. Right?

And then you can apply this over and over again, and to to any thing. And the main difference is you’re just, like, we could approach this and say, we’re gonna do this marketing plan and how many people do that? They’ll set it up in Asana. They may or may not save it.

No. I’m not gonna set up an Asana. I’m just gonna link literally to a system, and I’m gonna use this as my project. And whatever you wanna call it, And I’m gonna work through this, and then I have a repeatable process I can delegate.

It’s a subtle difference, but it’s a it’s a it’s an important one, though.

This reminds me, one, idea that might be helpful for people, because I I’ve just started doing it is, I got it from this guy who runs a a a VA agency, and he’s got something like five VA’s, and he has every single person on this company has at least one VA, and they they they have all of these processes around, like, how to use your VA and what are you using for? Do you need more VA’s?

He was saying that one of the best, ways that he’s found to, to use VA’s was to, take something that you do, that you repeatedly do. And, record a loom of you doing it. You don’t need to, you don’t need to, speak to what you’re doing as you do it, you just do it and record it on Loom, and he was saying that the the the success rate of giving that video to a to a VA and saying, like, okay. Do do this. Like, watch this and then do this. People underestimate, or rather overestimate how, how unique their skills are and how complex their tasks are. And so I just I was just thinking, like, you know, anything that you do repeatedly, you could probably just loom it.

If you’re not gonna use a VA, you could just go back over the Loom and be like, what am I doing at each stage and just write that down. So you don’t have to even interrupt your process necessarily.

Yeah. Or you can on, like, the biggest thing with that, like, this is a perfect example. Hey, let’s take I hire a VA. Hey, I want you to go in and optimize this client.

Optimize this client’s DMV account. This this could be a product set to tie service we launch. Here’s a step by step guide.

Video on exactly what to do, all of the resources. Here’s a checklist to follow.

It’s a repeatable process. Right?

It’s not that’s that’s the that’s exactly. But you don’t a lot of people would say, you know, they would hire get hired to do this for their GMB page, but they’re not gonna document it like this. It’s a missed opportunity because now I can automate this. I can delegate it. Even mundane tasks, you can automate. It could be like step one, step two, step three, uploading receipts.

You could there’s I AI that will do that rate but you have to automate, you have to figure out the process, though, or it’s it’s impossible evergreen funnel.

Right? This is a course. I could easily turn this into a course. These are the email templates I need to send. This is the sequence.

I’m gonna use this to create cash flow. So the tripwire is gonna pay for the Facebook ads. Right? I’m gonna I’m gonna have those as cost.

And now it’s a repeatable process that I can give to Jeremy and say, hey, launch this trip by our own Facebook. Here you go. Don’t know how to launch a Facebook campaign? No problem. Link to a how to launch Facebook campaign.

Right? So they all they all start connecting.

They could be part of a bigger picture, of course, which is your your your your plan, but eventually you’ll start seeing little opportunities here and there. Right? It’ll these combined can be part of a different system. You can start mixing and matching. It’s like it it’s almost like a puzzle. Right?

System support other system.

Yeah. That’s Exactly. Does that make sense? I was trying to get across with this. It’s like I know it’s hard to explain, but, like and I wanna do something like, where is it here?

Like, here’s here’s an example on the marketing plan. Right? Like, we have here’s a here’s a system on GMB optimization.

And then with under that step four is to optimize your photos. And then here’s another system.

Part of me.

Can you zoom in on the slide? It’s hard to see.

Yeah. My apologies.

Thanks.

There. Is that better?

Oh, let me just see the slideshow, actually. It’s better.

So here’s the the marketing plan, here’s the GMB, here’s a system I had to optimize your GMB, okay, the one I showed you, and step four is add photos, But here’s another system on how to choose the best photos for your GMB.

So these are these are both systems here that are here Right? So they’re they’re under the the sales and marketing, but one they all support each other. They can be individual. They can support a system.

It’s like a puzzle. You put them together and you can start delegating and having fun. Right? And over time, the beauty of that is that you’ll have you’ll see opportunities for stuff.

Right?

You know, if you wanna maybe you’re you’re building at a plan, you’re like, oh, we have a system for that. Hey, we’re launching a pod podcast. Yeah. Yeah.

We have a system for that. Here’s here’s the how to guide. Perfect. You can link to it, then you can start creating courses like all Joe’s courses are systems.

Guest blogging, right?

So you put in guest blogging as one of your your plans, which she says here. Right? I’m gonna I’m gonna do a podcast or what it is. There’s a system. Her course is a system. Just create a how to manual or just link to that course and say, here you go, and you can delegate it.

Yeah.

It’s it’s cool. It’s kinda like, building a box of Legos.

Bingo. Yeah. I was trying to and I was trying to get that across here, like, to this to the to the system part. Like, it is literally it’s legos.

It’s connecting stuff. Right? It’s just, it’s, it’s not loading, but that yeah. It’s just like it’s that’s all it is.

Right? It’s different parts, systems, processes, systems, processes are all connected. Right? You can delegate entire process.

You can delegate entire systems. Or you can delegate a a specific procedure, but everything has a process that you follow, right, anything. It’s a step by step. You do this.

You do this. You do this. There’s nothing that doesn’t work like that.

Right? It may change where you’re you’re doing this, but then you realize, okay, I’m gonna do this. Like, that’s you can go back and forth, but there’s still a process you follow.

Like, is there what we’re gonna do is we’re gonna I’m gonna do this myself as well. Like, I’m gonna I’m gonna pick one thing and work through this and actually set, set up, like, how I would set it up on this and share it with everyone as I do it, that may help too.

But if you wanna call it a soap, whatever you wanna call it, I call them I call them processes because that’s it’s just easier for me to understand it. Like you have your you have your outcome, your process, and how to do it, and then the individual procedures inside of that, which is just your detailed step by step instructions.

And if you approach it like this, then you’re you’re golden. Right? Over time, you’re gonna have a whole system on how to run your business agency.

Here’s the tools.

Could I see TeamHub and I see NIMBIS web? It would be interesting to know what we’ve embedded in because I think half the battle is you start the work, but then what’s the logical way to organize it. I think in one of the areas that Johnson was. Like, and sometimes it’s just a matter of saying, hey, go with this tool because you don’t have to learn a tool, we’re gonna work together on the same model building principles under the same tool.

What do you mean by tool though?

Like, what like, in So, like, a a tool or software would be TeamHub or NIMBIS web? Like, which tool to store your knowledge base or I don’t know I don’t know what tools you’re using that or software you’re using that Oh, this this is NIMBIS, yeah, this is like fuse base.

It’s just, it’s like an Evernote. As well. So it’s the same thing. It just allows you to create folders. And I like doing it because you can share stuff out. You can create portals as well.

And what’s team hub?

Team hub. Where’s, team hub?

You can see it.

I think that’s just the the the prefix on on Nimbus.

Your URL. I looked at both of them all.

Oh, no. These these are the different. So this is word these are just different. These are these are all different, businesses.

Like, this is WP total care. These are retainer clients. These are just different this is the example one. Those are just different like, companies, I guess, if you wanna call them.

Sorry.

I didn’t really know I’m asking because I googled TeamHub, and then I googled NIMBIS web, and they’re two different comp software.

So maybe It’s just the one that you’re using. Right? The NIMBIS Club?

Yeah. And I just use it for but you can use anything. You can use Google Drive.

Right? It doesn’t you can use, we we have a SOP for this one that I showed you here on the on this. This is just a Google drive document. Right?

We haven’t imported it into, this one right here. This is a productized services that we created. So here’s the we had this guide here on how to launch an authority site. Which is like a step by step guide.

So a client hired us to to, build a website for them. We turned that into a process, right, starting with your your avatar, your sitemap, your wireframe is a proven process. From that before you launch, you have to do an SEO audit.

Right? So from that system, this pros this step in the process we turned into a productized service.

Right? And if you think like that, you’re gonna see you’re gonna see opportunity everywhere. So this system that you’re looking on the authority site, we applied that system to these here.

Right? These are all authority sites. These are websites that we’re launching, and it’s because of this original system that we can do that. Right?

And there’s different spin offs you’re gonna find. Right? Like each of these is different avatar. You could do a productized service on an avatar.

Right? You can do you’ll you’ll see opportunity everywhere. You could turn it into a course if you wanted to.

Shane, can I ask a question to connect back to the previous session that we had? Sure. Okay. I’m gonna put it in context that like I Maybe I just need it in the old thing that I used to know well. So I was a teacher.

So to me, the outcome for one of my students would be I can write an argumentative essay and show seventh grade proficiency. Whatever.

So that’s my outcome.

Right? And then the next part then would be the process. So like the one part of the part it would be like research, the argument, first draft, whatever.

And then each of the procedures under every day I literally had to how to know the difference between a primary and a secondary source as well.

And you know, so a gazillion, right? Lots of things. So I think am I am I equating these things?

The way Hundred percent. It’s a Okay. That process though, don’t use research though because that’s a phase. Okay. So let’s let’s take the outcome, which it like, tell me the outcome in one sentence.

I show seventh grade proficiency of an art of an argumentative essay, writing an argumentative essay.

Okay. Now tell me the exact process using nouns. So only use nouns.

Oh, okay. Sure. So my argument.

K. There you go. What’s the next one? So that’s step one.

First draft.

K. Step two.

I wanna go towards editing and revision. So I guess I would say Yeah. More like a second draft or something like that. It’s the drafts, I guess, the phases of drafts.

Yeah. So now you have we I know we can go more, but exactly what to do. So a lot of people just have a checklist or an action plan with those steps that you just showed me, and then it’s it’s the what, and then they’ll figure out how to do it. But they won’t document themselves doing it.

Okay. So so I’m see, I am getting this right. So I have been doing this for years.

I think where I’m still I think where I wanna push you then is is so if you were thinking in the context of my student then if I had to align on one of my five non negotiables with what we’re talking about here Sure.

What could that look like?

Well, to it depends on if, like, what’s your outcome? You’re using as the as the student example?

Yeah. Is that okay?

Sure. It could be, draft. It could be work on, I need to do a draft. And here’s a how to guide on how to write the perfect draft, or that could be part of you it could be one advanced guide. And so what I’m gonna do is I’m gonna put aside an hour a day or I’m gonna set a goal to write one thousand words a day.

And with the goal of having my draft done by the end of the week.

That’s So I think so I think I get that where I’m struggling is it seemed like when Joe was talking about hers, these were kind of habits of forever and ever.

Yeah. She’s talking about Keystone habits. Like, it it it it it dep it depends. Like, she’s talking about habits that are part of the system.

Okay? So it’s like, her there’s a lot of like, she has copy hackers as one big system. Copy school professional is one big system, and all of those would support her system. Right?

And so the habit she has probably support, like, a bigger a bigger goal that she has. Right? That’s that’s the way I would align it.

For health. I have, like, I have keystone habits for my health. Like, one of them is exercise. There’s certain things I wanna do every day. Because they’ll also have the most impact on my health. Right?

That’s what I do is I have my non negotiables, but they’re always aligned to, like, a bigger system, a bigger goal or outcome that you wanna achieve. So I would align my my non negotiables with your one thing.

Right? Say, wanna publish a book. Well, one of your daily non negotiables should be to write one thousand words a day. Or something like that.

Right? Because it’s supporting, a larger outcome. And then, and then you’re you’re focused. Right?

I was also one wondering this, Jessica, because, all of my goals, I think, or nearly all of my, my goals non negotiables are, not forever. They won’t run-in perpetuity. And I was kinda wondering, oh, am I am I doing it wrong? So should I should I have stuff that keeps going? But I don’t know. I kind of I don’t know. I feel like there are, obviously, Joe’s in different positions of me.

And I think the, There’s no right or wrong way.

That I have. Yeah. The stuff I have to build first that there are there are obstacles that I need to hurdle before I’m probably gonna be in a space where, my tasks are are repetitive, indefinite, and, and useful. And functional.

Yeah. I totally agree with you, Johnson. I am the same way. That’s where I think I was struggling with, you know, the way I drew it. You know, Joanna was so concrete on, like, these are the things that she’ll keep repeating. I think we’re still in that trial stage.

Yeah.

Yeah. And I I think one of the questions I had was at what point do you don’t build the SOP but buy the SOP? You know what I mean? Like, If you’re continually trying to learn all the steps it takes to build authority versus buying the shortcuted version of helping you just do that, that’s where I’m kind of, you know, at that point where in the authority building, all the great things, you know, that I feel like would be fantastic to do. It’s the learning.

How to do it that’s and where and what tools and And, and I, in some cases, feel like there’s a shortcutting process to all that, you know, taking courses or acquiring that knowledge, like, through coffee school is one way. But, you know, some of these authority building things don’t live within coffee school per se.

What’s an example of one, like, that you’re thinking?

Yeah. Like, building a book, you know, you know, so my thought is, well, maybe I create my own around, like, Each chapter becomes an ebook that you release, and then you complete each book.

Each chapter before you complete the book, but then You know, what does that mean if you let pieces of your book go early in terms of publishing, but then it’s it’s not having the full big picture of the do’s and don’ts of of publishing a book and or the way in which you could go through two page. Or you could go through self publishing, but then a self publishing work is a whole s o s o p on itself.

It’s getting clear on the outcome. Once you know, I would go a step further and say I wanna I wanna self publish a book on x y z on Amazon. Now the outcome is clear. Right?

Like, now I can create a process, and I can figure it out as I go. And the beauty of is it, like, this right here that you’re looking at This is your this is what you’re working from. You’re figuring that as you go and you’re figuring out the steps. You may be taking a course just like, oh, okay.

This is step one I’m gonna do. This is step two I’m gonna do. You do that instinctively.

Everything that you do in life is a process.

You you you you you brainstorm, you you in your mind, you think y’all gotta do all this stuff and then you structure it and you start working through it. The key is to organize it and being clear on exactly what you want. Right?

So I did it. So how to self publish a book, it would be like, well, could you just take the course to do that rather than having to, like, figure out the steps if you get what I mean?

Document the course. Like, Joe, Joe has an amazing course on how to, guess blog. Right? That’s if anyone has that on their action plan, they just link to that.

It’s beautiful. And then that that is gonna, like, you could work through that so quickly and get such amazing results because that’s a system she’s she’s giving you, right, on how to do it.

Turned it into a soap, whatever it is, but it’s a repeatable process.

Mhmm. Mhmm.

And that’s the way to look at everything everything here is a course, podcast, Instagram, YouTube, LinkedIn, it’s an opportunity.

How how to optimize your your your LinkedIn profile.

Right? Create a soap on that. Create a step by step process, and now you can offer that as a productized service to your clients.

Right?

And you can delegate it to people who have no experience in marketing or LinkedIn, which I’ve literally done. They these guys have know it when they start, but it’s because the it’s a it’s proven frameworks that they can build upon. Right? And they and they learn by by following a a process of system.

All of these are deliverables, signature offer, deliverable.

How to how to build a signature offer, subtract newsletter.

There’s probably one available that you can follow. And just as you’re as you’re launching your sub stack folder, create a how to guide, and just document yourself doing it.

It won’t be perfect right away. But at the end of it, I promise you, you’ll have a really cool process.

Right?

And then sell a course.

That’s all people do. Like, that’s that’s all that it is. Like, there’s there there’s not. It’s just getting into that mindset, right? Document everything. You can’t you and where to focus on focus on your onboarding process? Focus on your Let’s talk about your acquisition funnel, your sales and marketing funnel.

Right? There’s before, during and after. That’s what this is. This is sales and marketing funnel. There’s before, during and after.

And in your funnel, each of those is deliverable. A a lead magnet is a a deliverable.

Right? That’s a noun. So now you have a guide on how to how to create and launch a lead magnet.

Okay. There’s a course. And a client comes in, there’s a product type service. Right?

It’s a different it’s a subtle it’s I was trying to convey it, like, how can I get this across the right way? But it’s I hope it’s making sense, like, the the approach on it.

Yeah.

Oh, yeah. Certainly does kinda like I mentioned, in the last call and in the chat, just like, how it’s a bridge, you know, as, you know, people and business owners, we try and only do stuff that’s worth doing. And if it’s worth doing, it’s probably worth repeating and scaling. And to kinda make it as easy as possible and kinda like you said, ideally, delegated out.

So they can literally just look and say, Hey, if I need to do this, I do this. If for for some reason whatsoever, I’m lost, I go back here. Oh, here’s what’s to come. Where did I leave off?

Right? So it’s just super simple.

Bingo. And it’s like and any and it it don’t just think delegation.

Like, as a business owner and a freelancer, you’re by taking this approach and systemizing everything, you can not only delegate. You can automate.

That’s that’s, like, people think I delegate everything. No. You can automate a lot of stuff. Even mundane stuff like like like uploading receipts.

Okay? Like, when a receipt comes in, before I used to download the receipt, put it in zero, upload it to Hub Dog. So I I looked how can I how can I automate this? Okay.

Step one as the receipt comes in. Step two is I need to set the hubdoc. Step three is I need to upload it to zero. Okay.

Step one, I can I can use a filter in Gmail? Perfect. That’s gonna send it to hubdoc. Because Hubdot creates an email.

But how am I gonna get it to zero? Oh, there’s a plugin. So if I install the plugin, so now I create a folder, receipts come in, and it takes care of the process. Now that’s off my plate.

And before that, you’re then people argue well, hey, that only takes five minutes to do. Right? I’m gonna I have to blur this afterwards because I’m showing you.

But, like, the reality, it is, like, all this stuff that comes in, look at all these receipts.

One thousand three hundred and eighty two receipts.

It that that’s a lot of work.

Right? So by automating the process, it saves you time and it builds up. It’s five minutes here, five minutes here, five minutes here. But if I had it done and I did that for years, just to receive. Who cares? I’ll just upload it. Take five minutes out of I would put on on my daily checklist to do.

I never thought, wait a second, automate it. Three is a system. Here’s a process step by step. Done.

Right? Daily to do check checklists, you can I don’t work from them because you can you can automate or delegate ninety nine percent of the stuff? Right? I just work from from the calendar and I say, here, this is what I work on today. And then I build out systems, and there’s this links to my system that I’m building out. As I work through it, I document it. It could be video or steps or whatever it is, and then at the end of it, it’s repeatable.

Right. That makes sense. You know, not just the delegation, but the automation huge because you’re essentially just getting back more of your time so you can kinda compound that to whatever you wanna do.

And don’t discount those small things because as a business, especially when you get busier, those things add up. And it’s, like, you can treat this as, like, I’m turning this into, like, the authority status. Like, this is just a con bond. But if you notice here, this is like launch sub stack evergreen funnel. Right? Even each of these is a how to launch an evergreen funnel. And in here Right.

Those little things do add up. Like you said, even just receipts, be like a death by a thousand paper cuts kind of thing, you know.

Exactly. It’s you’d be surprised on the stuff. Right? You wanna automate as much as you can.

Because that stuff is gonna get you in the end. That’s why people get stressed. Right? And then you’re focused on working in the business.

That’s the biggest trap that business owners I don’t work in the business. I work on the business. My job is to is to coach and train my team. That is my job, period.

And and how I do that is, like, I create systems.

Right? And I and I allow them to make mistakes, and I mentor and coach them. That’s it. They run the business. I’m not involved in anything.

Right? And that frees up my time to spend with my family to do stuff I enjoy.

But I wouldn’t be able to do that if I didn’t have a system. It took a while to get to that point. Like, I’m not gonna say it’s easy, but when you make that mental shift and everything you turn into as a how to guide, you’ll start to see opportunities.

Right?

Does anyone at is that is it making sense overall to everybody?

Certainly. Yeah. No. Really well put too. For some reason, I’m just trying to get across in the robotic system with bridge now.

Yeah. It’s like this thing it’s think project because it’s the same it’s the same concept. It’s there’s no difference. It’s the same outcome.

How many of you you’re told, build a gantt chart, build a gantt chart, do an action plan.

Do a con bond board, do a work breakdown structure.

There there’s so much missed opportunity with this stuff.

It’s the same thing. It just create a system. They all achieve the same outcome.

Right? This is just the what? This is but you gotta dig in deep the how because I can’t delegate this. I can’t delegate a gantt chart.

I can delegate system.

Right? Because now there’s individual processes on how to clean the sink, how to clean the floor, how to do the bathtub. Because when I was cleaning it, I said step one, fill it fill it with a and people are like, well, you know what, why would you do a soap? This is a great analogy.

Why would you do a soap on filling a sink? Okay. If I said to you fill a sink and I said to another person fill the sink, you’re both thinking different things. I want the sink filled halfway with warm water, that I want a cup of cleaning solution.

Right? Just if I said you build a house and I want a house with two windows, I want, like, you’re both thinking different ways. So as mundane as you think it is, by thinking like that, you you get consistent results. Right? That and that that’s another is predictability. Right? It’s consistency, which is huge.

That is huge. Like, that makes me think of, like, when you talked about the sink, my wife, she does, like, training stores and fast food industry. So she goes into different stores and teaches them literally systems like this kind of like you said, literally, I think there’s a sync SOP for them. There’s an oven SOP.

There’s all all the systems, you know, Bingo.

Those are systems. People call them different things, soaps, whatever it is, but there’s they’re they’re step by step. Instructions on how to do something detailed so that you have consistent results. And once you you get it to that level, then you can delegate or automate because It’s all about achieving a specific outcome, right? That’s, but there’s a process to achieve that. You gotta figure that out and document it. That’s your job as a business owner.

That is your job to grow and scale is to is to create systems and systemize your business. It’s not to do the word. You can’t do both anyone who tells you you can do both is wrong. It’s impossible.

Your job is not to do the work. Your job is to work on the business, and you work on the business by creating systems, and then you can delegate it. You can hire people. Right?

Or even better, you hire people to to create the systems for you. You teach them this method, right, and then you hire a bookkeeper and then you make sure, like, I got burnt with that. Like, years ago, we had a bookkeeper and he left, and I was screwed. He didn’t document anything. And I was like, what what am I gonna do? And I learned from that quickly.

Right? So now you hire someone. They do the systems in the knowledge base. So if he leaves, who cares?

Fill in the blank. I hire anyone. Anyone can do it. I can do bookkeeping now.

Right?

Any questions on that?

I’d love to almost take the work of building out how to and then showing it to you, Jane or whatever that version is because I think it’s the getting confident in that behind one of the non negotiables.

Whatever that first one may be is What’s the deliverable you’re working on?

Sorry to Yeah.

I was just about to say. Honestly, it’s been one I think you shared on Slack.

How to extract all of your emails and contacts from existing inboxes to create an email list. Like, this is something that I have wanted to do. And I’m like, well, you know, what if I really have the need for that, then I’m it’s likely others because starting an email list is one of the hardest things.

To do. So where do you start from? So I’ve now been thinking, well, I should just make a how to you guy for that.

Bingo. That’s the first step in the process. You got it. You just now you’re thinking like a system, and that’s gonna be in your knowledge base.

That’s on the start. Create a new note. Literally like this. Creating a note, and and and don’t that’s the problem.

People make mistakes. Just start with this how to and bookmark this and just work from it. I’m gonna do this, then I’m gonna do this. Oh, no.

I’m not gonna do this. I’m gonna change this up. And by the end of the project, you’ll have a system.

No. Same thing. There’s no difference. People, instead of a gantt chart, now you’re creating a how to god.

And now you can delegate it. Ask for feedback. That’s exactly what you need to do. That’s step one.

Right? Use the and then how you do that, there’s different ways. Like, you wanna do a video? Sure.

Do a do a video, I’ll be doing it as well. Right? We use videos. We use checklists.

The the best ones were if it’s not too long enough as a video on a checklist. Right?

Just to make sure that there’s, like, your your processes there. But but your job is to is exactly what you said. Your job is to create these.

Create these or hire someone who knows this stuff better than you to create them for you. And then the test is that you can do it. Right?

If if my grandma should be able to sit down and do this.

Right? And then you get to that.

Like, when do you start to bring in people to can help you shortcut. And I think that’s what I keep going back to.

Like, hey, I could Google, I could learn, I could do the work of extracting, but then I think there’s that point at which finding people you trust, obviously, because there are always gonna be sensitive areas of your business.

Yeah. Twenty four years old. He manages a six hundred thousand dollar business by himself.

He when he first started working with me, He has no marketing experience. None.

J r, the I did a seminar on with copy hackers on how to do, AI, write articles guess who who came up with it. He’s in charge of it. Like, these guys, he has zero.

He didn’t even know what marketing was. But, like, he just got he got taught on the systems. Like, you I know these they do amazing work because they’re they follow clear processes to do it. It’s do this, do this, do this, do this, and I manage the process. And I and I define success by outcomes. I don’t care when they work. Complete effects of flexibility to work when they want.

I gauge them by outcomes, and I gauge them by following a proven process. That’s it. And once you create those, then you can delegate anything.

This is proof. This this is, like, I I I don’t know what they’re doing. The agency side, this is a million dollar business. I have no idea what they’re doing.

I I’m not even part of it. Val, this this guy right here, he runs everything. I have no idea what they do. He reports outcomes.

That’s it. And then I’m on our cash flows, and I work on systems.

And the end result is an amazing service for the client because that’s so important. Right? And I focus on client relationships, key client accounts.

I I focus on what matters.

They they work on him in the business. Val’s my integrator. This guy’s a genius. He what he didn’t start like that.

Well, he’s been a genius. He’s not I don’t want he is a genius. But he didn’t have the experience, like, to go into it. He just learned off processes.

Right?

And how did you find these people? I think that’s the other thing too.

Like, how do you build that start with one.

Start with your start Jeremy’s been with me for, like, that’s been with me for fifteen years. He’s been with me for, like, Jeremy’s been with me, like, six. J. R. Was hired because he’s his friend.

You know, start with one person and then build out your start with little things.

Right? Build your hire an assistant, and when you’re hiring your assistant, you just put them under operations. Right? And start with your first how to. Anyways, think think of admin mundane admin tasks that we do every single day. Turn those into a how to guide.

I love that. So where would you recommend going to find that one first person to to start, like, I mean, because I’m thinking back to the previous call.

Where Joanna said, like, hey, if you’re having a hard time building out your content for LinkedIn because whatever that may be, then then hire an RA And I’m like, now I’m going, well, I wanna find that person to start testing the building, the systems, and sort of offloading some of the work that You know, it’s slowing me down because it’s one of the areas that I need to be focused on, but don’t love it. I don’t love doing LinkedIn posts, to be honest.

You can automate that. We can delegate that out a hundred percent, to be honest. Like, I don’t easily like, the the I’ve been burnt a couple times. Like, find it’s not it’s hard to find someone that’s really good that you can trust.

But once you do, I’ve learned, like, you you take care of them. You you you give them, like, training, which is which is the systems, their proven processes, like, Jeremy loves direct response. It’s like he loves learning. Right?

You take care of them, you reward them, you let them make mistakes, and then you just you they stay with you. Right? That’s the biggest thing that I’ve learned.

And how did you find that? Like, where did you, you know, in that process of trying to get that person who starts, let’s say, for eight hours a week?

Jeremy was like, who is it the first one? Vit Vit started on this is like so Vit contributes to the WordPress core. Okay? He started when he was with me. He was twenty two years old. And I think he was, like, I was looking for, like, a freelancer to do some WordPress stuff.

And he was, he was out of the Philippines. He’s been with me for, like, god, fifteen, twenty years. I’m godfather to his kids now, but it was building that relationship and and building them up, building them up, building them up, building them up, building them up, and then just helping them succeed. Right?

You you that’s probably in a nutshell. You help them succeed and and achieve what they want, you give them flexibility and stuff. And and I did that with systems. I wouldn’t be able to do it if I didn’t.

Right? We have a whole thing on WordPress support. We’re launching WP total care. Very soon.

Right? So here’s the board. I gotta make sure they they do all this. So here’s the board.

Here’s the system I’m setting Our goal is a is a hundred thousand active customers, a hundred million annual revenue by two thousand thirty three. That’s a bag. I’m not gonna say we’re doing it, but that’s the goal. And this is a system.

Right? Each of these rocks is a is gonna be a process. Here’s my q my q one rocks This is this is a system, and all of these are my deliverals I’m gonna do. I’m gonna create the website, I’m gonna do the pricing plans, I’m gonna do the services, the plans, And then I’m gonna take this, and I’m gonna delegate it out completely. And then I’ll move on to the next business.

Rints and repeat.

And where did you find the people? Did you find, like, you went to fiverr or Upwork?

Yeah.

Up work, you said, Johnson?

Yeah. Yeah. I’m I’m using it right now to hire someone for the social media side of things.

Yeah. And how are you vetting them in a way that, like, obviously, they get good reviews, etcetera. So I think because it’s I’m I’m on that same camp. I wanna find somebody. I I want I wanna kinda build that rapport quickly because it’s time to find and hired.

Yeah.

I mean, you got, like, you you’re gonna get ten, twenty proposals to your to your job.

And usually, I think it’s fine to just shortlist down to two or three.

And give a test project and just be willing to to spend some money to figure out who’s the best That’s really cool, John.

And can I share can you share a little bit about what you’ve learned out of the process that you’re doing going through right now?

Yeah. Yeah. Sure. Watch out for fake accounts. There’s a ton of fake accounts. It’s kinda crazy.

Watch out for AI generated proposals. They’re really I think they’re quite easy to spot. But if they’re not easy to spot, then at least they’re doing a good job in their, in their prompting.

And yeah, I’m hopping on a, a video call with each of them before I explain the test project just so I can get a vibe from them as well.

And see if see if we’re a good match.

But, then what I’m doing is sending, a loom of me creating a carousel for LinkedIn explaining to them a little bit as I go, and then asking them, giving them a new script and asking them to, to follow that process, and, and see who who who basically does better.

I love it. And a quick question, how you considered the idea of finding somebody who already is the expert in all things LinkedIn or are you looking for somebody who you could train on that?

I think there’s a lot of VA’s now who are have some experience on LinkedIn, and I think it depends a lot on your strategy.

If you’re totally cool with kind of like, just slowly growing the account and and your followers and, and, being too too, overly worried with it at it, then I think you can get by with someone who’s just a decent virtual virtual system. But personally, I think that then you miss out on a lot of the, kind of extraordinary opportunities that can come out of of, the the the networking process of of LinkedIn. So I I still wanna be kind of top level the one who’s responding to comments, the one who’s leaving comments on posts, for the most part, but either the majority of my work on LinkedIn is is in the the designing of the the carousels. And so I I just wanna make sure that that takes up as little time as possible.

Yeah. Yeah.

But I did think about running all of my previous comments through it, like, into a, an AI assistant in playground. And using that to see if it could generate responses that sounded enough like me that I could hand that, that bot over to to a a virtual assistant, and then they could just, respond on my back.

Yeah. It’s interesting.

I looked at Tap Leo, and I I’m not sure if I’m gonna continue with it because I was doing a one month on it, and they do have the ability where somebody where they don’t have direct access in your LinkedIn account, they can potentially write posts and send them to you and then you can review them and then schedule them or It’s Yeah.

I don’t think Tapair is really I don’t it’s okay. It’s it’s but I don’t think it’s great. And I think it would just be better better off, personally, training a virtual assistant to who who gets to understand you, your process, the stuff that you’re interested in, and can become like a, you know, a partner in writing.

Yeah.

What one of the things to do is, like, there’s there’s two types of assistance. Right? There’s, like, what I do is you have it doesn’t once you create your process, a step by step guide, it doesn’t matter who you hire, to be honest. You can as long as the the outcome is there and you teach them how to do that, anyone can do it.

But there’s the other type of hire is to send them a video and say to them, take this video and create a step by step process from that video, and then have them send you the soap.

Right, because ideally you wanna hire someone that is capable of doing that, right, to help you set up these systems and automate.

And you’d be surprised on on it it it seems simple, but it’s not for people to think like that. Right?

That’s worked well. Like, we did that for optimizing WordPress page speed. I sent a video and asked people to to, turn that into a soap. And then we they sent the soap. We paid them, like, a hundred bucks. It and we didn’t have them do all of it, but, like, a couple of pages, and then we we hired based off that. Right?

That’s really interesting.

Yeah. But don’t but I’m I’m like, if you get freelancers and stuff, like, Most of the stuff, like, if you get how to guides, you don’t have to worry about, like, who cares if if they’re freelancers, they’re gonna come and go. Don’t wanna work with you full time, have them. Right?

Or you don’t have them could be outsourcing it. I don’t care as long as they follow the process. It doesn’t matter to me. If you’re gonna hire someone like a virtual assistant and you you wanna mentor them and coach them, Right?

Do what I do and and sort of test them.

Yeah. It’s so interesting because I hear the two sides of Hey, you could put higher than knowledge base of somebody, let’s say, in a specific expertise domain area of LinkedIn.

And you could have them do some work for you then help create SOP for you to follow.

If that is something that they would do.

And then from that expertise, you can learn and do at the same time and create some how to for or yourself.

And then eventually you could hire a VA, you know, to help you keep the longevity of the how to going of LinkedIn posting. I mean, I’m I’m I’m thinking this all out loud as I go because LinkedIn is the bait of my existence.

I do not like it, but Take a course, document the process on it.

There’s there’s your process. And then as long as you achieve the outcome, You good? It’ll change over time, but your VA will, like, like, Jeremy knew nothing about GMB before that. Now he’s an expert.

That changes so fast that overnight, like, anyone who says they know everything about anything is is lying. Like, it’s impossible and just changes so quickly. But that’s where that’s the opportunity. You get them to update the guides, the soaps, whatever you wanna call them.

That’s their responsibility. Right?

Yeah. And if as long as the outcome’s the same, but I a lot of people, that’s the screw up too, is people don’t get clear on what exactly what they want.

Right? As long as you’re clear on the outcome, how you get there can change over time. But but as long as you’re you know exactly what you want and what success looks like, you can figure out how to get there. You can create a process, and then you can document that process. Then you can delegate and automate.

I also wouldn’t be worried about getting it, like, I wouldn’t worry about optimizing that process too much either. Like, it’s such a messy experience, social media, and and growing LinkedIn, and Like, it’s it’s not gonna be, like, it’s it’s it’s never gonna be perfect. And I think what’s most important is just, like, getting the right attitude, getting the right system.

It might be do this though.

Like, here’s the that’s a great question. So here’s the the social media. Right? So you’re whenever you have them do something, you’re linking to the system, and this is a living document.

This how to guide is a living document. So every time he goes in and he optimizes his GMV profile, right, it may be different. And if that’s the case, then he just updates the step. So this is a living, breathing document that’s assigned to him.

So step one, this may not be relevant. In a time. Okay. I’m just gonna update this. I’m gonna update I’ll remove this step. I’ll remove this step, but you’re always working from this document.

Does that make sense?

And that’s that’s the secret. Right? That’s one of the the the ways that you you systemize your business.

I love systems. Yeah. It’s just the how to and what system to start with.

And How about we do one together?

Do you wanna do you and I will work together and we’ll start I will I’m gonna put this together because I wanted to use Joe’s that was relevant because it it is a bit of a mindset and it’s a shift, but I wanted to do this as an example, but I’ll let me work with you on that. Will pick one of the things you’re working on, and then you and I are gonna organize it, and that’s gonna be your very first system.

I love that. And then you know what it’s gonna be? It’s gonna be my email list.

So how let’s break that down. So what is the what is the outcome that you wanna achieve?

Well, I mean, I’m so curious how many latent emails I okay. Yeah. It’s a good question. So first of all, I’m gonna walk through what’s on my mind. What what number of emails do I have that are potential opportunities within my Email accounts.

You’re gonna segment your list.

That’s the first step.

We’ll extract my list first.

You’re gonna extract your list, then you’re gonna segment. Then what’s next?

And I’m gonna segment.

And then I’m gonna Define segment.

What are you segmenting by?

Well, I’m gonna leave that one for a second, but I think what I’m gonna do is I’m gonna check to how clean the list is.

So you’re gonna clean your list first. So that’s the first step.

And then check deliverability somehow. Then I’m probably then gonna segment my list on what criteria?

Maybe, we’ll figure that out as we go and we’ll document it.

Six. So and then six is, okay, taking that list and then setting it up with an email marketing platform.

There you go. Now you have now we’re gonna document that, put a how to, whatever the outcome is, and then it’s a repeatable process. So now you can do it if they ever come across that task again. And that’s an evergreen task, meaning that it’s never gonna change.

The tools may change, but the you’re still had a segment of list inside a segment of whether to use a tag or what it is. Right? And now if you wanted to, you could delegate that to someone and say segment my list, and then I’m gonna send this evergreen campaign from this list, and now you’re gonna have a how to guide on the other you see how it all connects?

Yeah. And I think the question too becomes how do you I’ve always wondered how you take personal emails to your personal inbox and then clean them and make sure you can deliver to them.

We’ll figure that out and we’ll create a we’ll create the anything like that Yeah. Is a process that you that you can do anything. It’s just there’s a process. You gotta figure out how to get that and you gotta document that process. We’ll figure it out and we’ll document it as we go. And we’ll save it, and that’s the first thing that’s gonna be in your system.

I love it. That’s my that’s my project or my system.

Well, it’s it’s one of the piece, and that’s related. So so the the trick, and I think what Joe’s what she wants you to do these daily these daily things because it’s it should be part of your your overarching goal. Like any of these non negotiables need to support a goal.

Yeah. Okay. They they need to, like, the related to the health. Like, you focus on the twenty percent that is gonna help you achieve eighty percent of your goal. We all have a goal to achieve celebrity status. All your non negotiables need to support that.

Right? And they’re gonna be subsets of this.

And that’s the question of where you’re and then I don’t know the to it is like you said. Okay. If I have that email list, how many of them can I actually use? How many can I potentially put into a newsletter or email to drive sub stack? But when I have that email list and I have a clean deliverable I feel like there’s a a sense of, you know, knowing where I’m at because everyone talks about re algorithm could change from a social media perspective, but you always have the bankable, you know, email list that could convert into paying at any time that you choose to do maybe a course or a webinar or etcetera.

So that’s kind of the work But Can I can I give you an opportunity?

Yeah. Talk to Joe about creating a course on how to launch a sub stack newsletter.

There’s there’s opportunities everywhere because that’s what the course is. It’s a detailed step by step how’s you guide. And anyone can figure it there is a process that you need to follow. It will change.

Yes. Technology changes. I get it. But if that happens, it’s little tweaks.

That’s the opportunity.

Right? You just said two systems to me. You said a system on how to segment and clean your email list and a system on how to launch a sub stack newsletter. Yeah.

There’s opportunities for both of those. It’s what you do with them afterwards. And if you don’t document and do what we said, you don’t have those opportunities. Yeah.

You see the difference?

Yeah.

Think system. So do that. I I would do that. Of course, if it’s a good course, you gotta learn how to do it anyways. Correct me if I’m wrong, it’s not gonna do itself.

Yeah. No. That completely reminds me of something I’m working on with a fellow marketer. It’s like, we’re reaching out to some chiropractors and physical therapists, and a lot of them have, like, large lists of people that haven’t come in for, like, an adjustment or, like, just kinda touching base to see whether at, like, mentally wise or health wise.

And one of the things we’re working on is, yeah, learning how to clean their list properly so then we can, a segment to people who haven’t been in, like, six plus months versus people who haven’t been like a year out, you know. So it’s like, obviously, the people that are year out are gonna need a little bit more nurturing and things like, hey, you know, these three reasons are why it’d be great to come in. Here’s a fifty percent offer. Take your first one free, and then we’ll give you what whatever the offer is.

The offer is still being milled over. But that exact same thing is where we’re starting. So it’s like, I’d love to get on with you guys more about, like, the the scrubbing and the email things like that because that’s, like, one of my main focuses for sure.

And one of you need you need process. I’ll tell you why. Because in Canada, you have to segment if they haven’t contacted you within two years, you can’t email them. Oh.

But you need a process that that’s why you document it. Right? And it and you in it the outcome is to send okay. Let’s talk about the outcome.

Your outcome isn’t to is to segment and clean an email list. Your outcome is to send a segment and keep clean an email list in Canada or you could have three different soaps depending in there’s Europe, there’s a different process.

In Canada, there’s a different process, the US has a double opt in. It’s implied consent.

You have to have these processes. You have to document it because you’re gonna get in trouble down. You can get sued for that. Right.

If you don’t have a process, what are you gonna do?

And nobody has it ask anyone. Hey, do you have a process on, like, sending an email list in Canada? I do. They don’t. So what you’re sending you mean you’re emailing people? You know, you’re not following a process?

Now we’re just going in swinging, man.

That’s and that’s what people do. They figured out as they go, which is good, but you don’t they’re not documenting it, and they’re not saving it.

They’re doing themselves in justice because they’re missing out on an opportunity. Each of these is an opportunity. Every single one of them.

Yeah. And it’s so true. No. And where are you based?

I’m in Oregon, North America.

Yeah. And that’s the I think doesn’t Canada have double opt in too?

No. You have to it’s over it is, but it no. No. It doesn’t have double opt in here.

It’s, like, over two years. If they haven’t taken any action or contacted you, you can’t email them. And then they used to have implied consent, but it’s only implied consent if they schedule the the console. Like, if you and that doesn’t involve text.

There’s a whole different set of rules for texting. Just because you schedule a console doesn’t mean I can you. I can email you. That’s implied consent.

Text is double opt in. And it has to be within a certain, like, there’s certain rules. You gotta document that. Right?

Right. I love that idea of, like, you do. We do. Like, there was a really good realtor in, when I was working in real estate, she would train her team and she had crazy systems like that and want her very first system, which is you do, we do, then they do. So it’s like build that system out, do it a little bit together, and then they’re just fully on their own, which it sounds like exactly what you’ve you’ve done, Shane.

You need to. And if you don’t if you wanna start hiring VA’s and delegating and stuff, you need to systems. You need to literally have your business run on how tos.

And then and then you’re not managing you’re setting them up, but then you’re the person that you’re hiring to manage these, you put it in their job description that they’re responsible for maintaining these. Right? And just by the nature of doing it, and literally they work from these when they do the task. Like, they have this open, and they’re like, check, check, check, check, check.

And as it changes, they’re updating it as they go. So it’s always it’s always a living document. Right?

I set up any evergreen funnel. Step one. Check. Check check check check check. Oh, this worked.

I’m gonna update this. Right? I’m gonna do this. Love that.

Yeah. This isn’t working very good. This is killing it. So let’s just replace this with that.

So You got it. And now it’s a living document that was always there, and then it’s like, and that’s this is a course. I could easily turn this into a course. I could easily turn this into, a a bunch. I could do so much with this. Right?

Yeah.

It’s funny how it’s still, like, reminiscent of, like, building out pillar content, if we build out like a newsletter, then you can sort of repurpose a portion of that as a blog or as a YouTube short or or as whatever it is, but there’s the same similar methodology with the system going into a course or if you have a process, yeah. If you have the process.

Right.

If if you treat each one as a system and a how to, absolutely, you can. And that and that’s where you have the opportunities. Like, it’s and then eventually you can do what other people do. Like, they’ll hire other people to build the systems for them, which is, of course, Right?

The you hire someone to build a course. You’re hiring them to build a system. Same thing. You’re just gonna sell that course.

You can turn it into a product if you really wanted to, but you’re gonna have them document the whole step, a to z. Because that’s gonna be the course.

Make sense?

Yeah. Totally. Love that way of thinking about it too, for sure. Definitely some mind opening stuff there?

It is a my I know it’s a shift and I was trying to, like, I was trying to figure out, like, what’s the best way to do it.

And I think another way is my like, I’ll work with you manique, and we’ll we’ll start building out your system step by step.

Starting with what you’re working on, and we’ll use this as a plan. And then that’s gonna help people sort registered as well. Okay?

Yeah. This is great.

Did it make sense that it came across? Like, I was hoping I was I was struggling like, how can I explain this? Like, I was trying to get across, like, because I know it’s a bit of a mind bend when you something versus a system versus like a plan versus a marketing plan. It’s a subtle difference, but it’s a big one.

Well, and I think it’s even discovering within the how to guide that there are going to be areas where And I keep going back when somebody asks you, like, oh, how did you do that within the obvious thoughts, odds of where you’re doing something?

Then that becomes another how to guide as well. Right? Because that expert curse, you start to forget where your knowledge is is just automatic. And then the other moments where you have people say, oh, how’d you do that? Then that becomes the chain, you know, and and it’s sort of like embedding those in places that, essentially, it starts with an idea. Like, my idea is I’d like to get an email list for what personal contacts and start the process of cleaning them and segmenting them and then selecting the right service, email marketing platform, because quite honestly, there’s so many of them. It’s they’re so expensive if you don’t pick the right one, and it’s super confusing.

And I feel like the process of even selecting an e email marketing platform is, of course, in itself, Yeah.

What’s the last Nolan, what’s the last deliverable you just did with the client?

We were working on a It was a marketing business who markets to cash based physical therapist, which I didn’t even know was a thing. So their thing is, like, in ninety days or less, we’ll get you thirty k of revenue where we work with you for free.

And, yeah, that’s what’s Well, what did you create for them?

Like, you created a website? Yeah. So if if I asked you to hand me a step by step how to guide, could you do it? No. That’s that’s the missed opportunity. Exactly.

What you just told me I didn’t document it.

Exactly. Now it will.

Next time, you better believe I’m gonna be recording.

That’s huge. Yeah.

Exactly. If you do it anyways, people do it anyways, but they have a project mindset. There’s a start and an end date. Wow. That’s not the way to look at it.

It’s like, no. There’s a bridge or whatever the house, whatever you wanna build metaphorically. We’re coming back into it, you know.

You got it. Bill that. You got it.

That’s I don’t know why.

Maybe it’s because I watched Lord of the Rings recently. I keep picturing, like, this medieval, like, three foot long river in, like, this whole family jumping over, jumping over to get to their house every time. But it’s like, no. Just build the bridge or the bakery or whatever this system is because it’s gonna be repeatable scalable regardless if they’re infants that can’t jump it, elderly people. Like, it just needs to be easy, reputable, and scalable. Exactly.

Yeah. And you’re doing it anyways. You’re you’re you’re you did that anyways. All you had to do was instead of that project plan, just work, and it’s so much easier. You have a page.

I just don’t build the bridge. I jumped over the river, like, oh, there’s not gonna jump back. Yeah.

Yeah. No. And it would be so interesting if you could do a Loom video pretending that you started from beginning knowing what you know and just do what you did on my video.

As you go, you’re moving somewhere. What you and I just did? Same thing. You’re moving stuff around.

You’re like, start, and it’s a living document. You just link to that living document and you book time to work on it. That’s it. Right.

You you’re struck, and that’s your daily non negotiable. I’m gonna spend one hour a day working on my email list.

And then you’re gonna wait two minutes.

After this call, but, like, what did I do since I’m still kind of working on it? So it’s still very fresh. Obviously, had I been doing it as I was doing it? That’s ideal. You know?

Exactly. And then your documents Right.

Then in there, and you’re like, oh, this kinda suck. Oh, this worked really well. Now I’m kinda like, Did that work well? Did I go back? You know? Yeah.

Well, and then you could take the transcript of you talking through the video and turn it give it to chat GBT and say, turn into a step by step process.

I got it. You got it. Now you’re thinking. Record yourself. I do that with little mundane task. And I and I transcribe it and I turn it into because you never know.

Right? Yeah. You never know. And before you know it, you’ll have hundreds of little how to’s in their evergreen. They are never gonna change. The process is always the same.

And then you step back.

That’s my goal. I’ve gotta learn how to do this.

Well, we’re gonna I’m gonna work with you on it.

I’m gonna work with you on we’re gonna you and I will spend some time and we’ll work on the the pro because it just so to reinforce it. And we’ll start building out the first thing is to build out your knowledge base. Right? Have those three folders, operations, your finance admin, and then your sales and marketing. The the the operations or the sales and marketing and the finance admin, those are your core functions. Those support your operations, and your operations is delivering the service.

Yeah.

Right? Then make those distinction, and then you’re good. And this create how to guys each of them and then you’re golden.

How to invoice a client, how to there’s a process for that. Right?

Oh my god. How to build proposals?

Bingo.

And then you can you can outsource that and delegate. Here’s how to build a proposal? Okay. Let’s let’s think like a system Okay? Let’s let’s do a discovery call with the client. Let’s create a story framework.

Let’s ask those questions in the same steps as the story framework. Let’s take that, transcribe it, and then let’s you see what we’re doing. We’re creating a process.

Yeah. I know.

I just had it And then let’s send it to design.

I just had this whole conversation with, people who, you know, are trying to negotiate payment terms, for example, and have the conversation about, you know, you’ve gotta put in and I’ve told them, like, you’ve gotta make sure that you put on the interest if it’s, you know, so that If they don’t pay, you’re not getting mad, accounting them. The the reality is is, you know, it’s passive income until you get paid. Now granted you wanna get paid the full amount, Like, I never thought about that, but there’s all these nuggets that are in us that, you know, are able, you know, to be shared.

Like you said, even on a invoice. Like, what are the key things about an invoice that are gonna protect you, for example?

Ask anyone in the group, hey, sending a proposal. Can anyone send me their step by step process and how they do it?

Yeah. It’s all in their head. Yep. Right. And that’s a missed opportunity.

Yep. And then that means okay. They may function in their head. But they can’t they can’t delegate it. They can’t automate it, and that’s the trap. Because once you get in the trap, you’re working on the in the business.

And if you’re working on it in the business, you’re screwed. You’re gonna it’s gonna lean to burn out.

You’re gonna There’s gonna be so many hours in the day, you know.

Exactly. You got it.

But ironically no one has I need a system for my client outreach because it’s definitely in my head, and I gamify in a Excel spreadsheet, but I need to just have it systemized.

Like, Yeah.

Oh, yeah. I would know and I would definitely, hey, we can cheat. We could be like, this is my how to guy. I’ll change it. It becomes a exchange retailers out to you guys.

For sure. Yeah. No. And it’s fun because you can kinda gamified, like, all my conversion rate sucks with this kind of business, or it’s like my I need to work on this portion of it and you can kinda see I can see that being implemented in the system and being like, okay. This sucks. We’re gonna scrap it or consistently trying to hone in on it and just make it more.

Even ask if you ask anyone in the group, like, your social media say, well, does anyone, like, post on social media? Yeah. I do. And then ask for the step by step how to guide.

They won’t be able to give it to you. And the missed opportunity is that you can delegate that stuff. Well, no. I’m not gonna do.

I’m looking for a VA, but you’re looking for a VA. You don’t have the process yet. Build the process and then hire your VA, and then now you have something to gauge the success by whether they’re they’re doing a good job or not because you have a proven process.

Yeah. It’s all about that for sure.

Yeah. It’s simple. So okay. I’m glad you guys, like, it’s I was trying to okay. It it is helpful. It it came across. Okay.

Very, very well spoken.

I think Yeah.

I’ll work with you, Monica, Monique. Sorry. We’ll we’ll we’ll work together, buddy. Do you want Nolan, I can work with you too, buddy. If you wanna, like, work on some.

I would love that for sure.

And we can both start with the with the authority plan.

Like, just looking at that, and we’ll start with one of the deliverables.

Like, what do you What’s the first thing that you’re working on, Nolan, for your authority plan?

For me right now, it’s like my productized services because I have a couple clients that I’ve worked with in the past, and they’re like, was trying to negotiate, and I know everyone wants to pay down here to get up here. So it’s just like I just wanna have my services out there and like, this is what it is. If you want it, great. If not, I don’t I don’t really like to negotiate things like that. It’s, like, I feel like they disrespect my business at that point in time, and it’s, like, I don’t really wanna not that I don’t wanna work with them, but it’s just like, I would prefer just being, like, This is the price set in stone, and that’s it. Okay.

So the outcome is, let’s use a framework. Right? The outcome is that you wanna productize a service in your in your company Correct?

Right.

Now to get to that point, the very first step that we’re gonna need to do is you need to look at the services within the past couple of years that you’ve delivered and you wanna focus on the twenty percent of services that generated eighty percent on your your revenue, the high ticket stuff, okay, or the stuff that you’re frequently delivering.

That’s the first step. Then once you know that, you can identify the product that you’re actually gonna productize.

Then the second step is that the actual process to productize that service, and it just so happens, Joanna has a really cool course on that. That’s your process. And at the end of it, you take that how to manual and you productize another service. Then you can’t dispute.

Course is that?

I I don’t know if it’s launched yet.

Ryan’s doing it right now.

Sorry. Is it right? Yeah. I think he’s I think he’s doing it right, but that’s what he’s doing.

Oh, the productized service one.

Yeah. The productized service.

That’s Oh, yeah.

Good call.

That’s your how to guide.

And we can we can build that out and then document it. But then we’re also gonna have to get into let’s let’s look at something else you’re gonna have to automate. When part of automating your creating product high service is finalizing your sales funnel.

You’re gonna have to create a sales pipeline. You’re gonna have to do your marketing funnel.

Those are systems you’re gonna have to create.

Right.

You might you have to document them. Right? And then you save those to your knowledge base. Now you have four different how to guides So as simple as that.

So open up a Google doc, literally name it how to, and then link to it from your the plan that Joe has, the authority plan.

Are you working on that now?

Is that when it’s due this quarter?

I believe so. Yeah.

Is it? So put it here. Literally do this, buddy. You do this as, like, literally do this. It’s so, like, don’t over complicate it.

So say it’s in the shop.

Literally do this. How to productize, you know, a service, and then link to the how to document, and then you just and then that opens up and then just work from it. That’s your perfect plan. Figure out as you go.

I’m literally doing that after this, call.

You see how simple that is?

And people do, like, hand charts and you wanna sit on the email one, because I would love productized services the next thing to do.

Honestly, like, I feel like once I have a productized service, and that email base, they kinda are together starting point.

That’d be the only one without the other. Right? You’ll need the you can’t do one to figure it out. Yeah. Exactly.

Yep.

So I’d know, and I’d happily go in, like, if we wanna sit together and do the email and then prioritize service, that would be to really great how to guys, I think, to get me going.

Share the plan. You guys share this with me both of you and then and then figure out the trick is in each quarter.

This right here is a process. You can’t do what are you gonna do in q one? What are you gonna do in q two? In q one, you’re gonna productize a service.

What you’re really saying is you’re gonna create a step by step process to productize the service. And the end of it, you’re gonna have your process documented. What are we gonna do in q two? Well, you’re gonna sell and market that.

Right? That’s and that’s what Jill’s trying to to teach you guys, right, each to look at it that way.

Right. And then don’t link, and you’re oh, it’s so simplifying it, guys.

Like Right.

It’s literally just breaking it down to very first principles, like engineering stuff. I love that.

Bingo. And not only that, buddy. Think about it. All you’re doing don’t get caught up on, like, these stupid task management stuff. Like, people time block individual tasks, that’s mind numbing. No.

Just block out time to work on your authority status, link to your the authority on it, and then just work from your online document. Pick up where you left off.

Exactly. You see how long that is. So easy to follow, and that just makes perfect sense honestly.

Exactly. And that and that’s the way to do everything in your business.

And It’s always so over complicated, but there’s this.

There’s this. And it’s like, man, there’s so many opportunities, but it’s, like, really just systemize it, and there won’t be as many opportunities, you know, hone in on what matters, you know.

Exactly. And your project plan is a how to guide. That’s it.

Yeah.

I mean, I’d love to have one productized service by the end of January that I could send you an you know, email list in on social media and just say, here it is to your point, and all I’m like I can help you.

If you want to do the productized service, we we have about ten, fifteen productized service.

As we’ve launched. We make one service makes about a hundred k, a year. So I can help you guys with that step by step because part of the process is you’re gonna have to you you you’re gonna have to have a system to to market it to sell it than deliver the service as well. Right? But that’s easy. That’s just con that’s just can ban. It’s to do doing done, and then you but you automate it, that what you’re gonna need is part of your process that you’re gonna have is like a client discovery, but you’re gonna automate that.

Right? And that’s gonna give you everything you need to build it. And then at the end, the trick with a productized service is not to do it, just to automate it and delegate it.

Right? Your job is to build the system not to not to do the work. Right.

I feel it.

That’s if you wanna scale.

I feel like if we do one productized service to three of us altogether from beginning to end as you describe it, Shane, I would, like, have a massive unlock.

You guys wanna if you guys wanna pick a service, the productized service, I will help you guys. I promise you guys in three months, will you’ll have a fully productized service. I’ll even do to help you guys. I don’t mind.

Like, I I’m all of it win win, like, succeeding in life. I’d like to help people is I will my agency will do the the this stuff. Like, we’ll we’ll code it for you. We’ll do all that stuff.

Right? I’ll I’ll walk you guys through the what we just did on building the system. The end goal will have a complete system on how to launch a productized service.

The stuff like the landing pages and all that stuff my agency will take care of will use WordPress.

We’ll we’ll we’ll do that for you. And in the end of three months, you will literally have a productized service you can give to the students and say, well, I’m gonna I’m gonna start making money from this.

Oh my gosh. That’s it.

But it’s easy, though, guys. It’s but it’s it’s it’s possible and it’s easy as long as you approach it as a how to guide.

Right? Right.

So it’s That’s the productized service.

That’s it.

Yeah. Without those systems, it’s just so overwhelming because there’s so many moving pieces. And there doesn’t need to be that many moving pieces. I know.

Focus on the twenty percent that is gonna achieve eighty percent of your results. That’s it.

I’m not sure if that is yet, but I’m willing to get jump on in So what would be what would be the next meeting type?

Like, where Nolan and I could no.

Are you What would you can send me your authority plans, but send me those authority plans.

I’ll bookmark them. I’m gonna create a system. I’m gonna I’m gonna do what I’m doing. I’m gonna I live this stuff.

Seventy authority plans, I’m gonna create a system to help you guys launch product high service. Okay? Then we’re gonna work from that and and then I’ll show you how the first step is we have to define, okay, we know what the outcome is, and we know what you guys wanna achieve celebrity status. You’ve chosen your one thing.

Then once that’s done, we’re gonna start if you wanna start with a product size service, that’s fine. We’re gonna schedule it out.

And we’re not we’re not gonna get caught up where it’s like, In q one, I’m gonna do this phase. In q two, I’m gonna do this phase. No. We’re gonna say, by the end of q two, we’re gonna have a fully productized service. You’re gonna link to a how to check mark list. That’s it. And we’re gonna figure it as we go.

Easy, peasy. Right.

Love that out. It’s just like simple reverse engineer. Like, what do we want? Okay. Let’s just work a little bit backwards straight lines for That’s it, man. Not branching out over here. We’re not branching out over there.

Think about it two calendars. Like, I’m a bit of geek with time management, about how, like, mind numbing that is when people, like, actually time block specific tasks. That’s insane.

Rate time block outcomes.

Just set aside time. Everyone, well, what is my one thing that I should be working on? My my non negotiable?

What they’re really saying is I’m not clear on on the outcome that I want. I’m not clear on my goals because if you don’t know the outcome or the goal, you can’t you don’t know the process to get there, and that that’s what they’re confused about. Right? That’s the issue.

Right? And then when you block, you time block, you just focus on progress. Today, I’m gonna work on my authority site. I’m gonna open up the how to document, and I’m just gonna pick up where I left off and move to the next step. And then I promise you in three months, you’re gonna have something really good.

Awesome. Love that.

Alright, guys?

Okay. Is it the but it made sense. Everyone, any last questions before we go, I know we always stay longer than it’s, any other any other questions on that?

No. I think it’s just letting it all sync sync in.

Yeah. Let it sync in, and I and it’s gonna really sync in when we do it together and also give everyone else examples of it, including, like, how to set up the knowledge base because you’re really setting up your system on how to run your business. Right?

As well. And we make a here’s another tip. When you’re creating your product type service, you’re gonna need to invoice clients. You’re gonna wanna automate you’re gonna need a you’re gonna need a how to guide on how to invoice clients.

Right. And see how it connects? And before you know it, you have, like, from that one productized service, you’re gonna have twenty different how to guides in each different department that night you can automate or delegate.

Well, I do have a business.

Exactly. Now you’re systemizing your business. Exactly. And that’s the mindset to have. Right?

Right.

It’s a big it’s a subtle one, man, but it’s it’s a big one. Right?

Well, and one of the things that I’ve really been thinking about that Joanna had said is that you don’t actually need a website. You just need a landing page, which is can be within Stripe.

And I was like, that’s a bit of a I don’t even have a website, guys.

Yeah. You don’t even need a website. No.

And this There’s different ways.

And that’s a lot a lot of where I’ve been hung up on my business is the fact that I don’t have a website up.

And I’ve sort of It depends on your strategy.

You don’t need a website.

It depends on I know.

And I think that is in itself a how to guide. Like, by the way, you don’t need a website to have a very profitable business. And here’s how you can have a landing page and a place where you create these services. Like, I think that’s that how to guide is a value alone.

Well, the the the how to guide on that is it’s a it’s so that there is a there is a guy. That’s what we did as partner Right? So we have agency partners we work with, where they white label all of our our work. Right? So we’re doing the work. And but their clients don’t know it, but the work we’re doing is product sized and delegated out.

So I don’t we don’t have a website because I don’t need to because we always have business coming in. And then the the services are all productized, systemized, and then it allows me to do like, I have a lot of time on my hands because it’s I can.

Right? I have two kids, but it’s but it’s building the system to get up to that. Right?

That’s the secret. That’s that there’s a whole that’s that’s what you do. Right? Right?

Definitely working a lot smarter than harder, but like you said, it wasn’t like you couldn’t just flip a switch on it, like, work smarter.

You had to work hard to learn and fail from and no one thinks like this guys trust me.

Nobody thinks systems. That’s why there’s such burnout. That’s why people get, like, frustrated. That’s why everyone’s saying Don’t do agency work.

Don’t do agency work. But you hear Joe say, yeah, do agency work. There’s a lot of money to be made. What she’s really saying is system Like, she’s she you don’t think she has.

It doesn’t have a a clear cut system and processes in place to deliver? You bet she does.

Right.

Right? And that’s what she’s really but people will start an agency, but they won’t think they don’t even have their services productized. That’s crazy.

I feel like that’s you gotta set that up early for your Exactly.

You don’t need custom work, you you just need to solve problems.

Right. Right. This is it. Either you want it or you don’t. If not, there’s thirty million businesses in just the US alone.

So Well, yeah, but the beauty of it is you don’t you don’t need to tell they don’t need to they’re they’re getting an amazing product and because it’s a systemized and you’re you’re ensuring consistent results.

They’re actually getting a better product than this custom stuff. Right? But you don’t have to sell it as that. Right?

Like, when we deal with the clients, we’ll we’ll charge, like, say, like, twenty grand for a website. It’s a proven system that we use. We use ADA framework. You don’t think it’s a step by step process.

They it’s custom, but it’s not. Right? Yeah. That’s the key. That’s the trick. But if you don’t think like that and you start an agency, you’re done.

You’re burnt out. I’ve been there. Trust me. You don’t wanna go there. It’s depressing. I I had depression because of It’s, like, this is years and years ago.

You don’t wanna you don’t wanna go, man. This stuff works. I have a clinic in Los Angeles. I have rental properties an agency, multiple productized services going on, kids, and it’s all systemized, right?

That I’m not I’m not like it’s genius. It’s just just create systems and figure it out.

I’m so excited.

I feel like this is so stuff.

Yeah. I’m I’m really, like, I guess now it’s a question of I’ll send you my authority. I’ll update it.

Then maybe authority site guys, both of you, please, and then we’ll work through it. And then let’s let’s both of us aim the three of us. Each of you guys will have a productized service.

Let’s say you wanna do three months from now this quarter. You wanna do the business quarter?

I would love to do is end of January, like unrealistic?

No. This is we’re talking end of no. No. You can’t. It’s not you wanna So a good rule of thumb is every three months.

So a good rule of thumb is take it deliverable, and and focus on completing that within the ninety days. So then it’s like there’s twelve week here. You have four quarters. It’s a lot of work.

You’ll get a lot done. Trust me. So during q one, you focus on your if that’s what you need to focus on first, I don’t know what you guys do. Like, it may be if that’s what you guys wanna do within q one, that’s gonna help you achieve your status.

Then do that. Right? But your goal is to have that done by q one.

Yeah. Revenue for me is number one before status at this point. Like, I can link I can do LinkedIn. I can build my book, but I feel like, you know, and some of the newsletters, but I honestly feel like the revenue and scaling part of it is the safety net.

If that if that’s the focus on it, like, it then then that’s the how you get there, the process is gonna be different. Like you said, we talked about that, remember. For you, it’s about maintaining cash flow. Other people, it’s not. The process is gonna be different how you achieve that outcome.

Yeah. But we’re gonna work on that. And if that’s what it is, sure, let’s aim for q one, both of you will have a productized service, and then we can start, driving traffic to it. And selling it. Right? So we’ll have to think you’re gonna have to hire a VA. You may have to do it yourself originally.

But you have a VA and then we’ll use my agency, I’ll help. Hey. Let’s I’ll work with you guys on that. We’ll we’ll get you guys what you need on that, and then we’ll have some fun.

Epic. I appreciate that, man.

No. No worries, man. It’s it’s, it’s, it’s, it’s fun when you think about it, man. I get, I get good with this stuff, but it’s, It’s, I love anyways, it’s, we’re good. Any any questions before we go, guys?

I know we’re over Above and beyond everything answered for me.

I know. I just want to say above and beyond. And I think the only thing is if there’s a book that you recommend or something you recommend to just, like, read, or listen to, I would take that in between now and the next time we connect, I guess.

On systems, like sort of creating, it’s it’s not there’s a yeah. There’s a couple I’d recommend. Like, it’s, like, kind of the same approach.

But just remember the the the just focus on, like, Anything you look at you’re about to do doesn’t matter what it is. You’re gonna wash your hands. Okay. What’s the outcome? Clean hands. What’s the process?

Rinse with soap, lather up with soap, rinse my hands, towel. Okay. Now you have a system. You have approvable and approach everything like that. Right.

Making a cup of tea. We’ll put the water on first, then you pour the tea into the ball, then you pour the ball. Yeah. Exactly.

You got it in one turn. You got it.

Maybe that’s the work.

Is this, like, going through the next few days of, like, what’s the outcome? What the in the process is the how to guide?

Bingo, and that’s your project plan. That’s all you’re working from.

Yeah. Yeah.

And then when you you book time out on your calendar and you link to the how to guide and you pick up where you left off. Easy piece. Yeah. You do anything.

Trust me. That that’s, like, over time management is the most, like, overrated thing in the world. Just Like, just block time and work on it. Don’t give yourself deadlines.

Your deadline is q is q one. You’ll reach it. Trust me.

You don’t need to give yourself milestones and all this crap. You’ll get there. Awesome.

I love it. Okay.

Alright, guys.

I’m gonna go make yourself a cup of tea, and it’s gonna be a mint tea that’s hot.

And and have a sheet of paper beside you and think steps. Step one. Right. Step two. Step three. Yeah. And then put that beside it, and then you could say to your children, Go make mom a cup of tea.

Right.

That’s unfortunate.

You got love it.

Exactly. And now you get the perfect moments exactly the way you like it. Right?

Love it. Alright.

I’ll talk to you guys.