Your Complete Blueprint for a $30K/Month Local Lead Gen Agency
This guide provides the complete, step-by-step system used to build a successful local lead generation agency, helping contractors get more customers through social media ads and AI. You'll learn everything from running Meta ads and converting leads to scaling your business. For more foundational strategies, check out Start a Marketing Agency: Sell This High-Demand Service to Plumbers & Home Services.
Why This Business Works
This model solves a critical problem for local businesses (like home improvement contractors): they need a predictable flow of high-quality appointments and jobs. Instead of charging a monthly retainer, you charge per shown appointment, aligning your incentives with the client's desire for results.
- Client's ROI: A contractor paying a few hundred dollars for an appointment that can turn into a $10k-$30k job is an easy decision.
- Your Advantage: You bridge the gap between a business owner who knows they need more customers and doesn't know how to get them.
- AI-Powered Efficiency: AI handles the heavy lifting, creating ads, lead qualification, follow-ups, and appointment booking. For deeper insights on AI applications, see Agentic AI for Real Estate Agents: 15 Practical Use Cases and Tools.
The Core Service: How It Works
- Run Meta Ads: You run Facebook and Instagram ads for the contractor.
- Capture & Qualify Leads: Ads send leads to a funnel (built in GoHighLevel) that qualifies them.
- Convert Leads to Appointments: AI and automated systems convert qualified leads into booked appointments.
- Client Pays: You charge only for shown appointments, creating a low-risk, high-value offer for the contractor.
Module 1: Meta Ads Mastery
This is the all-encompassing guide to running successful Meta ads. A single winning ad can completely change your business.
Core Mindset: More, Better, New
This decision-making framework is from Alex Hormozi's $100M Leads. When you want growth, there are three levers to pull:
- More: Do more of what's already working (e.g., increase ad spend). This is the lever you should pull 90% of the time.
- Better: Improve what you're currently doing (e.g., increase conversion rate).
- New: Launch an entirely new channel or offer. This is the rarest lever.
Action: When you find a winning campaign, double down. Do more of what worked to create that success. Don't chase new, shiny objects.
The General Ad Flow
- Audience: Your specific niche (e.g., deck builders, not all home improvement).
- Ad Components: Offer, Creative, Copy, Destination.
- Conversion: The lead takes action (books a call, fills a form).
Understanding Your Audience
Before you create an ad, complete one page of questions about your target customer. Knowing their identity, desire, problem, and belief system is crucial.
- Awareness Levels: Determine how aware your audience is of their problem and your solution. Your ad's message must meet them where they are.
- Completely Unaware: Lead with curiosity.
- Problem Aware: Agitate the pain.
- Solution Aware: Position your method as the breakthrough.
- Product Aware: Differentiate your offer.
Ad Components
1. The Offer: The promise or exchange in the ad. Its sole job is to get someone to take the next immediate step (e.g., book a call, opt-in). A good ad offer clearly communicates the dream outcome, likelihood of achievement, and time delay in a simple sentence.
- Example: "We help contractors add $50K a month and book jobs, or you don't pay."
2. The Creative (Highest Leverage): The image or video. If your creative doesn't stop the scroll, nothing else matters.
- Creative Research: Use the Facebook Ads Library to find winning ads for inspiration. Look for ads that have been running for 4+ months.
3. Video Creatives: Focus 80% of your effort on the hook (first 1-3 seconds). The hook is the main determinant of success. Its only goal is to get them to watch the next few seconds.
- Hook Psychology: Use curiosity, relevance, emotion, proof, and novelty.
- Body: Sells logic, proof, and possibility. Identify the pain, introduce the solution, prove it's real.
- CTA: Tell them what to do next (e.g., "Tap below to see if your area is available").
4. Picture Creatives: The most scalable and simple method for beginners. Use AI tools like Hidesfield to create ads that mimic winning concepts (e.g., a grid of job photos with a price anchor).
Conversion: Funnels vs. Lead Forms
- Lead Forms (Meta Native): Low friction, high volume, lowest quality. Best for small budgets or small target markets.
- Funnels (Optimal): More flexibility, higher quality, better tracking. You control the friction.
- Friction: Use qualifying questions to filter out bad leads. Start with minimal friction; add more if you have too many low-quality leads.
Targeting & Launch
- Targeting in 2026: The creative does the targeting. Just set age range and gender. Use detailed targeting to help Meta find your audience faster.
- Placements: Only choose Facebook and Instagram to keep CPMs low.
- Budgeting: Every ad needs roughly $10-$20/day to test fairly. Work backwards from your budget. A $100/day budget can test 5-6 hooks.
- Launch Timing: Launch your campaign at midnight for best results.
Scaling with Data
Do not make decisions based on feelings. Use a tracking sheet to log key metrics daily.
Key Performance Indicators (KPIs):
| Metric | Target | Description | | :--- | :--- | :--- | | CPM | $40 - $100 | Cost per thousand impressions. High CPM often means bad ads. | | CTR (Link) | > 1.5% | Percentage of people who see your ad and click the link. | | Landing Page CVR | 5% - 10% | Percentage of visitors who become a qualified lead. | | Booking Rate | 90% | Percentage of qualified leads who book an appointment. | | Show Rate | 40% - 60% | Percentage of booked appointments that happen. | | Close Rate | 20% - 25% | Percentage of shown appointments that result in a closed job. | | Speed to Lead | < 5 minutes | Time to respond to an inbound inquiry. Crucial for conversion. | | ROAS (Return on Ad Spend) | > 1x front-end | The goal is to have the front-end ROAS cover costs, with back-end recurring revenue providing profit. |
Scaling Rules:
- ROAS < 1x: Pull back spend 20% and analyze the bottleneck.
- ROAS 1-2x: Run a bottleneck analysis but keep spend the same.
- ROAS 2-3x: Increase spend by 15-20% every 2-3 days.
- ROAS > 3x: Increase spend by 20-30% every 2-3 days.
How to Make Changes:
- Don't edit a live ad or ad set. This resets the learning phase and destroys performance.
- If you need to make a change, duplicate the ad set and make the change in the new one.
- Change one thing at a time. This ensures you know what caused the improvement.
Module 2: The Software (GoHighLevel)
This software is the hub for managing leads, automating follow-ups, and converting them into appointments. It's arguably the most valuable part of the system.
Setup Guide
- Create a Sub-Account: Use the "$30,000 a Month Agency Snapshot" to populate a new sub-account for your agency.
- Business Setup: Get a domain, a business email, and a logo.
- Connect Google Calendar: Connect your new business email's Google Calendar to GoHighLevel to sync availability and avoid double bookings.
- Custom Values: Fill in your agency's information (name, email, phone, etc.) so they auto-populate in emails and pages.
- Phone System: Get AT&T or Twilio verification to send SMS messages and buy a local phone number for your area.
Key Features within GoHighLevel
- Funnels/Websites: Build your landing pages and booking forms.
- Automations: Set up workflows to automatically send SMS and email reminders, nurture leads, and update information.
- Calendars: Create a "Strategy Call" calendar for booking sales calls with prospects.
- Opportunities (Pipelines): Manage your leads and track them through the sales process.
- AI Agents: Set up a conversational AI bot to book appointments for your clients.
- Documents & Contracts: Upload and send service agreements for clients to sign digitally.
- Payments: Set up payment links for clients to pay (with options for financing).
Module 3: Client Fulfillment (Service Delivery)
This module covers how to build and deliver the service you're selling. Native service delivery is the biggest unlock.
Native Service Delivery
The fastest way to onboard a client is to run ads on your own ad accounts and pages, not the client's. This provides:
- Instant Onboarding: No waiting for permissions or warming up their accounts.
- Seasoned Pixel: You use a pixel that already works, leading to faster results for the new client.
- Total Control: You can scale ad spend without asking for permission.
The Client Journey
- Onboarding: After payment, an onboarding call sets up the client's GoHighLevel sub-account, connects their calendar, and sets expectations.
- Build (Behind the Scenes): In 30-60 minutes, you build out the client's campaign, funnel, and automations.
- Launch: Ads go live. The first week is the slowest, so set expectations clearly.
- Optimize & Retain: Read the data, scale winners, and communicate consistently with the client to prevent churn.
The Service Cycle
Your goal is to push leads through this cycle: Attention -> Leads -> Booked Appointments -> Shown Appointments -> Closed Jobs.
- Speed to Lead is Everything: 78% of customers buy from the company that responds first. The client must call leads within 5 minutes.
- Client Communication is Key: Your client cannot see your work. Make it visible through regular updates, voice notes, and pictures. This single habit prevents churn.
Module 4: Getting Clients (Outbound)
Your primary task is to sell. Until you have 10-20 clients, your daily workflow should be focused on booking and closing appointments.
Building Your Offer
Your offer is the single highest leverage point in your business.
The Performance Ladder (Choose Your Pricing Model):
- Pay Per Lead: Low perceived value. Not recommended.
- Pay Per Qualified Lead: Better.
- Pay Per Appointment: A meeting lands on the calendar.
- Pay Per Shown Appointment (The Sweet Spot): The client only pays when a homeowner shows up. This is recommended for its balance of simplicity and high perceived value.
- Pay Per Close: Maximum alignment, but risky for you as a beginner.
Should You Cover Ad Spend?
- Client Pays Ad Spend: Requires no working capital from you, but creates more sales resistance.
- You Pay Ad Spend: A simpler offer (one clean price), less sales resistance, and you get credit card points. Recommended if you have at least $5K in reserves.
Pricing Math (Reverse Engineer from Client's ROI):
- Find the average profit per closed job for a client in your niche.
- Divide that profit by 5 (to ensure the client gets a 5x return on their total investment with you).
- Subtract the estimated ad cost per closed job (your spend on Meta).
- The result is your maximum agency fee per closed job.
How to Start: Picking a Niche
Pick a micro-niche inside a large industry (like home improvement). Avoid saturated niches like roofing. Choose smaller ones like fence, concrete, garage doors, or artificial turf. For additional niche ideas, see How to Use AI's Gold Mining Framework to Find Million-Dollar Business Ideas.
Scaling to $10k+/Month
Scaling is an increase in volume. The process is:
- Proof of Concept: Service 20 clients to prove your system works.
- Conditions for Scale: You have a predictable appointment system, solid sales process, and a healthy 3:1 LTV to CAC ratio.
- Scale: Increase the volume of inputs (ad spend). This will cause things to break, and you must build infrastructure (hire people, better systems) to handle the new volume.
- Optimize & Manage: Your main job shifts to managing teams to handle the growth. Consider exploring How to Create a Profitable Local Business Directory Website and How to Build a $10K/Month AI-Powered Digital Product Business for complementary revenue streams.
Conclusion
You now have the complete blueprint. The single most important thing you can do is execute. Book appointments and close deals. This video contains all the information you need to build a life-changing business. Go and use it to help local businesses grow.
My name is Owen Rensland and I currently run a business that makes me just under half a million dollars a year helping
local businesses get more customers with social media ads and AI. And since I started that business, I've helped more
than 30 strangers build the exact same thing. Some of them are even at 20 or $30,000 a month.
>> In less than 2 months, I've went from making $0 in 7 months to now making thousands of dollars. I've signed
multiple clients. This is the best program in the market. >> And every single one of them learned it
from the exact series of videos that you are about to watch. There are a lot of people that have paid over $7,000 for
this stuff, but today you're getting it all completely for free. And here's the reason why. I quit charging money to
teach this because this industry is full of of people renting lifestyles, selling a dream about a business that
they don't even run. And honestly, I'd rather just put this entire thing on YouTube than share a category with that.
For full transparency, I make all of my money from my agency where I help local businesses. I make a little bit of money
from a software that I use as an affiliate, but I make nothing from you. There is no course link below or
coaching below. Like this is the course. My promise from me to you is that this will undeniably be the most valuable
video that you have probably ever watched on the entire internet. And if you actually execute this, I mean not
just in like an hour or two, like the entire thing from start to finish, you will have everything that the people
that paid $7,000 had. What they did with it was on them, and what you do with it is on you. I just ask one thing. Please
use this information to actually help businesses. This can completely change your life. It can replace your job. It
can change your life like it did for me and all the others that I've helped. But only if you show up with good
intentions. And just so you understand the scope of this, this information alone allowed me to go from a broke car
wash employee making minimum wage to making just under half a million a year at 20. And I'm currently living my dream
life. Like I literally this is everything I've wanted ever since I was a kid. And honestly, this video would
have saved me years of constant failures. So please enjoy it. In this video, we're going to cover a ton of
stuff. First, we're going to go through a couple minutes of just background stuff, and then quickly jump into
exactly how to run meta ads and all of those fundamental skills. Shortly after, we'll do an in-depth breakdown of how
the software works to convert their leads into more jobs and customers. And just to give you an example, one of my
clients has over $4 million in pipeline value of scheduled appointments right here in this singular sub account. And
during that, I'll have you build out your business, literally split screen on the side with me. Then we'll go through
your niche, your offer, and then some fundamentals. And we'll go straight into the actual service. Because before we
actually can understand how to sell this service and get clients, you need to first understand what you're selling.
Shortly after that, I'm going to teach you everything that I know about getting clients, and then you will have
basically everything you need to get this business off the ground. How to get clients, how to offer the service, and
an in-depth breakdown of me doing it live in front of you. and most importantly, how to also scale and get
to the next level, make 10, 20, even $30,000 a month by helping businesses in this way. So, before anything else, let
me just explain exactly what this business actually is. Local businesses such as home improvement contractors
make a ton of money, like 10 to 50K every time that someone hires them for a job. Literally, one job. And their
biggest problem is not doing the work. Okay? It's getting more work. To keep it simple, that's exactly what I sell. I
sell sitdown appointments with homeowners that are actually looking for a contractor's service. I'll run the
company's ads on social media like Facebook and Instagram. And with the main software we use, we convert a lot
of those leads that come in from the ads to appointments and more importantly close jobs for these companies. With
this business, I don't charge some kind of monthly fee for companies to work with me. I charge for every shown
appointment that I get a company. So, a sitdown appointment. So, our incentives are exactly aligned. And think about
what that means for the business owner's side. He pays a couple hundred bucks for an appointment with a homeowner that's
actually looking for his services. That appointment might turn into a $10 to $30,000 job. I mean, he would do that
trade every single day for the rest of his life. And that's why I've had companies pay me for this service for
years straight. I mean, I've had individual companies pay me over $50,000 in profit for the time that we've worked
together. And it's because instead of them having to rely on referrals and just getting calls, we can get them
predictable jobs booked onto their calendars and make them more money and charge a percentage of it. Most
companies I sign on pay anywhere between $2 and $4,000 every single month just for these results. Now, here's why this
works so stupidly well right now. Think about the everyday business owner, right? Think about some decking company
that relies completely on referrals, yard signs, doortodoor, just getting calls, hoping that people are going to
call. Like my system that runs primarily on AI can get them predictable jobs month over month and every local
business in your area has that same problem or at least some version of it. Like they're just not making enough
money utilizing social media and AI and they know it too. They just have no idea on how to fix it. That gap between I
know I need this and I don't know how is the business. By running this business, you are the bridge. And the version of
the bridge that I run, the one in this video, is running ads for them on social media using AI to help them get more
appointments because appointments are the one thing these guys will pay for forever. What's insane though is that AI
does most of the heavy lifting for this business. I mean, it creates the ads, the qualifying, the follow-up, the
appointment booking. Like, all of that gets handled by AI. Now, zoom out for a second because timing here matters. In
1998, the internet blew up and most people looked at it and thought it was some kind of fad. It's a toy. I'll pass.
it doesn't really mean anything. And they watched from the sidelines as the people who took it seriously made a crap
ton of money. And not because those people were smarter, just because they were bouncing on the right opportunity
at the right time. I know it, you know it. That is where AI is right now. And if you look on YouTube or anywhere to
start some kind of business and make some kind of money online, whatever it is, it's like see trading, drop
shipping, Tik Tok shop, but like what actually makes sense? Trying to trade and essentially gamble your way to
success or selling products that aren't even yours. And with this, you learned valuable skills, running ads, marketing,
sales, client fulfillment, utilizing AI, and you'll genuinely build something real by solving an actual problem. And
you have the advantage that these people don't, right? Most contractors are 35, 45, 55, whatever it is. Like, they
didn't grow up online. Unfortunately, most of them can't tell AI from autocorrect, but you likely did grow up
online. Like, they don't understand this stuff like me and you do. With this, there's no product to buy like drop
shipping. There's no spending a ton of money to try to deliver the service and for shipping, whatever it is. The client
funds just about everything here. And your customers are not broke. They already make millions of dollars. They
just need someone to help them amplify that. So, that's the model. That's why I bet everything on it over the last 2
years. Now, here's exactly how it actually works. So, we run meta ads on Facebook and Instagram for companies
that look just like this. I'll show this in a second. convert all of those leads that come through on that ad into booked
appointments using a software called HighLevel using the AI systems that they offer and then you get crazy results.
You'll get hundreds or even thousands of leads for these companies and it'll result in recurring revenue month over
month. And here's a clip of the actual impact that this can have on the contracting business.
>> Sweet. So, just to recap again, just to kind of summarize things, we launched ads one week ago. We've gotten four
booked appointments, two shown, one closed. It'll click around 37,000 and then maybe another one comes through at
around like 40ome as well in a week. >> Yeah. Yeah. The other one I'm not I can't really pinpoint when they're going
to when they would pull the trigger. When they move forward and going to go with us because it's so complex and I I
was able to pump their problem out um what they need done. We got two more appointments we got to see. So
>> great. That's awesome. >> If we can continue to get leads of this quality, then we'll be just fine because
I know at least one of every four of these type of leads I'm going to sell regard uh there's no doubt
>> you'll get no leads that aren't this quality because we have the qualifications so so perfectly set.
>> Right. Right. Yeah. Listen, as long as the customer can afford what we're doing, that's that's all we asked for.
So, uh it's a little bit of a luxury product. These two points I saw now uh there was no doubt that uh they can
afford what we're offering. That's that's all you can ask for. As long as they can afford it, we have the
opportunity to sell it. >> So, that right there is an example of one of the clients that I recently just
started working with, which is a decking company. And the thing is is that I've worked with companies for the last like
2 to three years making them literally millions of dollars in contract to job value. And it's like all from ads that
look exactly like this. >> Getting debt quotes near Hampton Roads. Before you sign anything, check three
things. One, are they a class A contractor? Two, are they A+ rated with the BBB? Three, are they actually
certified by the manufacturer like Trex Pro Platinum? Miss Even one and you're gambling with your biggest outdoor
investment. We check all three and few builders in Virginia can say that. Our decks are built to last decades, not a
few years. With backed materials, backed workmanship, and a company that will still answer the phone in 10 years. We
cover every deck project from the Outer Banks to Richmond. And every military family gets a discount as a thank you.
Click learn more below and get your free no pressure estimate today. >> Not only are you going to learn how to
make ads like that, you are going to learn how to convert their leads into more customers, how to get clients, how
to get companies to pay you money for this, and ultimately how to scale one of these businesses to make anywhere
between$ 10 and $30,000 a month, just like the people that I've already helped. So, I'm just recording this
quick video to explain that you have everything that you need to win. Please understand that the videos are insane.
Okay? You do have all of the tools and resources in these videos. Okay? It's just simply about working, working
harder, working more, doing more, being faster, failing fast, being relentless in pursuit of this goal. Because like
I've accomplished a lot by my age. I'm just turned 20, not as much as I'd want to, but whatever the point is, it's like
it's mostly because of my speed and work ethic. I can't force you to work hard, but if you implement fast and you fail
fast, so you know, you find out something doesn't work, you immediately change it and don't look back. And don't
make the same mistake twice. Please, if you learn something, do not make the same mistake twice. That's the
definition of learning. You have to be very careful about that. Oh, something didn't work. Learn from it and never it
should should never be an issue ever again. But the idea is like you need to do way more than what's required. Okay?
Like you might think you know what's required but you don't. Okay, there is a reason why it took me so long in the
beginning to sign my first couple of clients to make any money. It literally took me like almost about two years to
make any money online and I had access to really good courses but like I wasn't fast enough. I wasn't working hard
enough. I wasn't doing near enough. So do way more than what you think is required. So that's this video. See you
the next one. So, in this short video, I want to explain to you signal versus noise. When you're trying to start one
of these businesses or, you know, even trying to make money online, most people are reading books or like watching a
bunch of short form content, watching, you know, a bunch of reels, watching a bunch of YouTube videos, just trying to
figure out like what business model they want to go with, what they want to, you know, make work, trying to find the
perfect thing. And that right there is a lot of noise, right? That's a ton of noise. And by buying this program, by
being a part of this group, you now have a set signal, right? And it's your responsibility to put blinders on as if
you were a horse racing and remove all of that noise as you get more firstparty data. And what I mean by that is as you
go grow the business, as you know what's working, know what's not, you just have more experience by doing it. That's
first party data. You know, experience through doing. The noise should almost go to zero. You're not consuming
business videos online. You're not consuming Instagram reels about business. You're not doing any of that
because you're doing the thing, right? And the only time that you should be experiencing noise is if you need to
solve a specific problem. But even then, you come to me and we solve it. I need you to be very careful about this from
now on. Okay? Because there's infinite amounts of noise in so many distractions. But from now on, you will
now focus on the signal and focus on building the business and failing by doing it and learning based on your
experience. If you need outside help to solve some kind of specific problem, you're going to reach out to me or
you're going to go to the videos in the program first and then reach out to me after if you can't find it. As you make
more money, as you, you know, further advance your skills of being a business owner, the signal goes stronger and the
noise grows quieter. You know, eventually you don't really consume content. You don't really listen to
content. You don't really do anything other than what's right next in front of you for the business. And that's how it
should be. So many people continue to consume noise. It distracts them. It causes them to have shiny object
syndrome. When the truth is is you need to focus on that signal, right? You need that first party data. You need to learn
more by failing. And that's the only way that you'll make this work. And another thing I want to explain is like how when
horses are racing, they have blinders on, right? For the next 12 weeks, I want you to put the blinders on. Okay? You
know, they the reason why they have these blinders on is because like they only can see the finish line in the
race, right? It's the same thing with this. Do the same thing with this program specifically. For the next 12
weeks, the only source of non-fiction material that you should consume is in this program. Okay? No other YouTube
videos, no Instagram videos, nothing. Okay? Let go of everything that you think you know already about business,
you know, unless you're already successful. Unsubscribe from all the email lists. Close all of the books
you've been reading. It's just a waste of time right now. Remove all the videos, podcasts, any other educational
material from your life. I'm asking you to do this. And you know, I truly mean it when I say this though, but like
everything that you need to start your business and get your first couple clients, scale, get, you know, good
fulfillment in the door, do all of it is in this program, okay? You don't need anything else. So, why would you go to
anything else right now? The way that I made a bunch of money is by picking one singular mentor, listening to only them
until I was making that much money. You do you truly don't need anything else. You don't need anyone else. It doesn't
mean that like everyone else is wrong by any means. There's so many people out there with amazing information. I'm just
saying that like this will work if you listen to it, okay? So, don't cross your wires with the thousand other opinions
of other people right now. Just focus, okay? Because the signal will get stronger with time. You will get less
urges to doom scroll and figure out, you know, find other solutions to things and like watch more businessy content of,
you know, shiny objects. It's like that will go away. All of that noise will suppress as the signal grows stronger.
And the only way the single can grow stronger is if you get more first-party data by doing more, learning more,
failing more, experiencing more by doing it. That's it. So many people never understand this because they, you know,
fail to build in the first place, but that's what you're doing by being in this program. So, hope you enjoyed and
I'll see you in the next one. Hey everyone, welcome to this short video. And today I'm going to break down the
more better new decision-making framework and ultimately like way of looking at growth because this has
completely changed my entire life. I mean, my entire way of looking at the world is honestly different from this
framework, which is crazy to say because it sounds so simple, but so many people forget to understand it. Now, this is
from Alexi. I can't take credit for this, from his $100 million leads book, and it's that there's three ways to pull
the lever of growth, right? If you want more customers, if you want to get better client results, if you want to
make more money, these are all different forms of growth. Now, to get that growth, there's three things you can do.
You could either do more of something, you could do something better, or you could do something completely new.
Something weird about your brain just fails to see the simple solution of just doing either more or doing something
better. If you're booking a good amount of calls and you're profitable on your ads for client acquisition for the
agency, so many people look to do something new. It' be like, "Oh, let me do cold email,
too. Let me do cold calling, too." Or like, "Let me do like outbound as well." It's like, no, just do more of what
you're doing or do it better. For companies that are at zero to $1 million a year, yes, and I fall in that category
right now as well. It's like you will always either do more or better. Very rarely will you do something completely
new. Okay? And honestly, you need to really think about this when you want to pull any kind of lever for growth. The
first question you should be asking yourself if you're trying to improve results of something or fix some kind of
constraint which at the end of the day as entrepreneurs all we do is solve problems right so when you look to solve
a problem ask yourself will doing more help and solve this problem and if the answer is yes then forget every thought
about changing your landing page and changing your things and changing the way you book appointments and doing a
new niche. It's like forget it. Just do more of what you've already been doing that's working. So many people see some
success and start to panic because they're seeing success. A good example is say someone signs their first client
for an agency or maybe their first couple of clients. Now what they'll do is because they're panicking in their
head, they're like, "Oh my god, I want to make sure that these guys get good results, so I'm going to stop doing what
I did to get these customers and just focus on client results and do something different." Don't do that. Do more of
what you did to get those customers. It's like every time that you're looking to grow
something or looking to fix something or looking to fix an ad or any kind of thing like that, just do more of what
works or do it better. Very, very rarely do something new. Okay? Every time you should be asking yourself, why can't I
do more? Because volume is 90% of the issue. You want to scale. You want to make more money. Let's say you're
running ads and they're profitable. Don't do something new. Don't change your landing page to get a higher
conversion rate and a better qualification rate. No, if it's working, just do more. Literally just double and
like I wouldn't double it at once obviously, but like increase your ad spend. Scale your ad spend. If your
client results are working well, don't do something completely new. dude like oh my gosh the amount of times I've seen
someone that's gotten like pretty solid client results for one of their clients running ads for them and they're like
primarily on like met ads or whatever say like that and they will basically think like oh my gosh okay these ads are
doing great that's great that's handled now let me go ahead and do like a Google review campaign and like do Google for
them as well it's like dude why don't you just increase the ad spend I mean you could literally spend thousands of
dollars a day in a singular ad sp ads set and scale their company up truly so many entrepreneurs fail to understand
more better, new. If you're looking to pull a lever for growth and make someone more money, make yourself more money,
whatever it is, solve some kind of constraint problem, always ask yourself, will just doing more volume or doing
more solve it? The answer is almost 100% of the time, yes. If it's not, then do whatever you're doing better. And almost
never go to new, okay? Just more or better. If you're running ads and they're working, do more spend. You
know, if they're not working, do them better and then do more spend. Don't completely change how you offer things,
okay? Like more or better. Don't focus on new. Use this thinking philosophy for making decisions about growth and
ultimately just making more money and becoming more successful. Okay? Once you find signal, double down on it. Do more
of what you did to find success. And that's all you have to do as an entrepreneur. It's it's simple. It
sounds simple, but it's like people will look for these shiny little objects and shiny things and be like, "Oh my god,
this niche is really good right now. Oh, let me jump into this niche." But it's like, dude, you're profitable. just do
more. Like what? So, I hope you enjoyed. I'll see you in the next one. So, I want to
record this quick video to explain the common pitfalls as to what happens, why people fail. Now, here's the thing. It's
almost never the case that the model doesn't work. That's almost never the case. It's always because of some
avoidable mistake. And in this video, I'm just going to go over a couple of them. First things first is they manage
ads emotionally. Now, obviously, we are running an ad agency. You know, there's AI and they're incorporated as well and
will use AI for pretty much everything. But mostly this business is built on running ads for yourself, for your
clients, whatever it is, right? A lot of people will sit in Ads Manager and will constantly refresh it 10 times a day and
they'll kill campaigns before they've even had time to spend out of emotion. You need to let the ads breathe. You
need to give them time. You need to let them run. Okay. Number two, they ignore the data. Okay? Instead of following the
metrics and making decisions off of data as you know what's going on, they do it based off of feelings, instincts,
emotions, all that stuff. Like you can't act on feelings. You have to act on metrics. Otherwise, you're just
guessing. And if you just guess, you're never going to get there. So that's two pretty big ones right there. Another one
is that a lot of people try to stay in whatever niche that they're working in. So some people have come into the
program in, you know, roofing for example, because that's what I succeeded in when I started. Now, the state of the
market is very different now. You know, if you go into roofing right now, it's going to be very hard for you to
succeed. Not because the niche is hard necessarily, but because it's so competitive. Results are great. You're
going to get great results over a long period of time. It's fine. But if you want fast results, then you need to
niche down. You need to work with some kind of micro niche. You need to work with a small subset of people inside a
general larger industry. Like, for example, I would say if you're in this program, be in home improvement because
I've been in home improvement for two plus years. I've made all my money in home improvement, but pick a smaller
subniche inside of home improvement, whether that's landscaping or garage doors or home security systems or like
these small little subniches. If you can just take control of one of those small industries, you will dominate it so much
faster and you'll make so much more money sooner. Number three, I think that's number three, maybe four. They
overcomplicate delivery. Now, believe it or not, it's pretty simple to get good client results for your clients. Okay?
Beginners will try to do everything at once and they will completely drown in it. So, just follow the basic
step-by-step delivery process that I have in this program. Okay, simple wins here. Now, by far the biggest reason as
to why most people fail is because they quit too early. Now, meta ads in the beginning are not easy. Getting clients
isn't easy. None of this is easy because honestly, you need to learn marketing, sales, fulfillment, client success,
potential, like all of these different skills. And that's a lot especially from coming from someone that maybe doesn't
have as like all of them you know so it's just the reality though you know the people that you know work at it and
you know hand off the work too early don't succeed so be comfortable going through the ugly phase you know collect
enough data to win and don't quit okay because if you quit you'll never get there you'll never even get close to
getting there you know another thing is technical failures so making sure that the pages are loading properly funnels
are loading properly inconsistency within your ads and funnels as well. Like that's a big issue I've seen a lot
as well. Um service delivery areas. So like rushing client results too quickly, making mistakes in target areas and all
this good stuff. Running from sales, that's a huge one. It's like if you want to grow, you have to get really good at
sales. You have to build your own sales process based on your selling style because everyone sells differently and
you have to call leads consistently, no excuses. Make sure you're really adamant with follow-up. It's like you can't run
from these things, okay? You can't run also from confrontation on sales calls. That's a big one. That's about it. And
honestly, like this model works well, okay? And most failure comes down to commitment and just individual drive and
how much you're willing to do discipline with data and understanding like that things take time to see real data and
not cutting corners and really just going through the ugly phase. So, I hope you enjoyed and I'll see you the next
one. Now, just a couple things before we really dive in here. Please share this video with other people that you think
it would benefit. Of course, only if you find it valuable. Also, if you find it valuable, leave a like down below,
subscribe, and maybe even comment your thoughts. And also follow me on Instagram, which will be in the
description of this video. And number three, please understand that I'm releasing this video because I quit
coaching and I have nowhere else to put this information. So, instead of keeping this course secret, I'd rather have it
reach as many people as possible and help as many people as it can. Once again, I personally make all of my money
from the agency and not you. Once again, is not a link to buy a course in the description or coaching or anything like
this is the course. But keep in mind, I do however have an affiliation with the software I use. So I will be giving you
some bonuses if you decide to become my affiliate for that. But I don't really make that much money from this. It's
mostly from the actual agency itself. I'm just being fully transparent here. Hey everyone, it's Onland and welcome to
Meta Admy. This video is the all-encompassing guide to running successful meta ads. You
definitely will watch this video multiple times. I would be shocked if you didn't. Now running ads is a
lifetime skill that will pay you millions of dollars. Thankfully, I have tons of information, years of
experience, and hundreds of thousands of dollars worth of ad metrics to help you learn as fast as humanly possible. Now,
remember that one ad, literally just one winning ad, can completely change your life. All it takes is one winning ad for
your clients to pay you 3K a month for two plus years. All it takes is one ad to make a ton of money and succeed
massively and completely solve client acquisition and get tons of clients. This will be the most valuable video you
have ever seen for running metads. Even if you think that you are an absolute legend at running metads, that you've
have, you know, tons of spend, more spend than me, still watch this video because I guarantee you that this video
has things that you don't know about that could make you way more money. Now, for context, this one resource and video
has taken me more than six months to put together. It is 26 pages and that does not include any of the resources that it
includes which are often times 10 pages plus. Now you need to understand that this video alone is likely worth more
than the cost of the program altogether. This is the combined information from everything that I've ever learned from
to masterminds that I've privately attended to specific ad campaigns to just like other programs that I've paid
tens of thousands of dollars for that like some 5k a month plus. Like this has everything and it's all updated and it's
all new and all of the information is based on the market right now. So in this video we will cover ad philosophy
and mindset, general flow, audience, ad components, offer creative, video creatives, picture creatives,
copywriting, destination, funnel/ lead form, targeting, live campaign buildouts. Yes, we will build a live
campaign for you. Scaling with data. This is going to be the most valuable section. All of this stuff is important
and crucial. Yes, obviously the creative section as well. But if you take anything from this video, take away
scaling with data so you understand how to track, how to make decisions off of data, how to scale campaigns in the
effective way without breaking things, media buying and testing cadence, ad math and budgeting, and then winning ad
examples. Like I said, this will be insanely thorough, insanely valuable. So, I hope you enjoy and um yeah, let's
get into it. Ad philosophy and mindset, more better new. This is a framework from Alex Herozi and it's a philosophy
that you need to adopt for general business and more importantly though running ads. It's more better new. So at
the end of the day there's three levers that you can pull for growth. The first lever is more. I won't lie 90% of
business owners fail to realize that sometimes there isn't any magical change that they need to make to improve things
but literally just doing more of what you're already doing. You know, so many people fail to realize that if you have
a winning campaign and you're signing clients, a lot of people add more creatives and change things. It's like
no, just scale. So, a good example is let's say you're in KPI and you're, you know, which is key performance
indicators. So, your metrics are good. Like, for example, let's say you book, you know, three appointments every 100
messages that you send for something, you know, they're doing like outbound or something. Now, mo most people do,
believe it or not, is just change the system and be like, "Oh, what if I get 5%? I get more bang for my buck." But
the first lever that you want to pull is just doing more. If it's already in KPI, just do more. Now, whether that's
spending more on ads, hiring more people, whatever it is. Now, the second lever you can pull is doing something
better. So, doing what you're currently doing, but making improvements to make it better. And the goal here is to get
more output from the same input before you increase the input by doing more. So, the idea here is like let's say
you're running an ad campaign, okay? and you're getting a result, but you're not getting a good enough result in
accordance to the metrics that you set, right? Because before we run an ad campaign, it's important that we set
metrics and benchmarks of what we should be going for. Because without this, then we're we're pretty much just running a
campaign blind. So, if your data is worse than the target metrics that we set, then the goal, we don't do
something new. We don't change niches. We don't change, you know, all this stuff. We make
specific changes though to improve the metrics that are bad you know because oftentimes there's one or two things
that we can pull a thread on and two to 3x our entire output and that is doing better you know making you know pulling
that lever of doing something better before um you know doing more because after you pull it and you know it's
better and your magics are better and they're KPI whatever it is and you're seeing what you want to see then you
scale ad spend and then you make more money very rarely will you do something you. That is the third and the most rare
lever to pull. This is launching an entirely new offer, a new niche, a new traffic source. The only time you will
pull this lever to grow your business is if you've completely exhausted more and better, which 99% of time isn't done.
I'll give you a good example. Now, when you're running a system, for example, like paid ads or I guess like um a good
example is like YouTube, you know, like I currently, you know, record YouTube videos to get more clients. Now, for me,
YouTube has worked tremendously well. If you're watching this video, maybe you've came from YouTube, maybe you've come for
something else. And the truth is is a lot of people will start to do well on a platform and their brain for some reason
shifts them and be like, "Uh, you should probably start focused on Instagram, too. You're already taking advantage of
YouTube. Might as well do Instagram, too." It's like, no, do not do something new completely separate and add more
complexity. Just do more of what you're currently doing that's working. I don't understand why more entrepreneurs can't
take this approach and actually think for themselves with things. When you're running an ad campaign and you find
something that's working well, don't keep trying a bunch of crazy new formats. Double down on it and do more
of what you're doing. You know, you really need this mindset when it comes to business. Okay? When
you run ads, when you do any kind of marketing whatsoever, this has to be drilled into your head at all times.
There should never be a question of what else can I do to get more business. It should be what can I do? Like why can't
I do more? Okay, I have to do something better. Okay, why can't I make it better? and
then do more. It's always these two. It'll never be new. Okay? Only situation where it makes sense to do new is if
you're doing cold SMS or cold calling because you don't have the budget for ads and then you switch to new. Not
because you've exhausted cold, but because it's just literally it's a new system that's better and more scalable.
So, that's kind of the, you know, little caveat or whatever, but more better. Very rarely do new. Exhaust more. If you
if more doesn't work and it's not good enough the system, then do better and then do more. Okay, that's the
philosophy you need to do marketing in general. General flow. So the general flow for running ads is there's an
audience which is your target market or your niche, whatever it is. Then you have ad components and then you have
conversion. So super simple. Your audience is the starting part of the starting part of the entire advertising
process. Okay? Every component of your ad is aligned or affected by the audience. It has to be built around who
you're speaking to. And it's typically a niche, which the definition of a niche is literally just a specific subset of
people you need to buy a shared identity, desire, problem, and belief system. So, who they want to be, what
outcome they want, what's stopping them from getting there, how they interpret the world, otherwise known as like their
paradigm. Now, before you consider your offer or preparing creatives, why writing copy or anything else in the
process, you first need to understand your audience and who you're actually trying to reach out to and also
awareness levels. So it's very important. This is where everything comes from. This is the barrel. So the
better you understand this part of it, everything else gets you know gets much and much easier.
If you understand your audience properly, you will never fail to write winning ads. You will never fail to
write winning copy or you know winning landing pages, funnels, anything, sales even. Like if you try truly understand
your audience like you're pretty much unstoppable. So, when considering to run any kind of paid ads, take some time and
complete this resource. Please trust me, when you understand your audience better with as much detail as possible. It is
so much easier to run successful campaigns, okay? If you know your audience, you will never struggle to run
successful ad campaigns ever again. Now, this resource looks like this. It's simply one page of questions and you
want to answer this in full and this will also help you build out your ad offer and script out your ads later that
we have you do in this video if you decide to run video ads. But even if you're running picture ads, whatever it
is, like please go into the resource section of this video and complete this now. Pause the video, come back to it
after, finish this now. You need to understand your audience as best as possible if you want any chance at
getting a good cost per result with running ads. The better you understand your audience, the better everything is
from then onwards. Audience awareness. So once you understand who your audience is and who
they want to be, the outcome that they want, what's stopping them from getting there, how they interpret the world, now
we need to plan out their level of awareness so we can kind of decide how we're going to offer what we're going to
offer inside of the ad. So awareness determines how you communicate because someone who doesn't even realize they
have a problem will not respond to the same message as someone who's ready to buy. In other words, your ad should meet
them where they are in their thinking to best get them to make the decision that you need them to. So if they're
completely unaware, right, they have no clue that they have a problem or that a solution exists. So which is very rarely
the case with contractors, lead with curiosity, story or pattern interrupt. focus on getting attention and not
selling. Okay, this is kind of how you want to communicate it if their awareness level is completely unaware.
Now, if they're problem aware, otherwise known as if they feel the pain but don't know how to fix it, which this is the
situation that most home improvement contractors are in, agitate the pain. Show that you understand it better than
they do. So, you need to hint that a solution exists. Okay, solution aware. They know
solutions exist, but don't know which vehicle or method is best. Okay, this is if they're solution aware. Position your
method as the breakthrough or you the unique mechanism or framework that can get them what they want. Product aware.
They know the type of solution. You know, for example, an agency, a course, software, but they don't know you're the
one. So, differentiate here. Show why your approach or your offer is superior. Use proof, comparison, results. Be
authentic in your marketing. Be different. Differentiate. This is important. Most they know you and just
need the deal or reason to act now. So use urgency, scarcity, bonuses, and guarantees to close. Um or just results.
Focus on reducing friction, not education. So this completely determines how you market to them. Everyone will be
inside of one of these awareness levels. For most of you, it's probably going to be in the problem aware, solution aware,
or product aware. Definitely probably not most aware. The reason why, you know, personal brands are so
good is because everyone is most aware. They know who you are. They just need a reason to act now, right? And that's why
in the ads we'll start here in terms of profitability. It is harder to get someone to buy if
they're completely unaware because you have to leave with curiosity, story, if the pattern interrupt like the goal is
to get attention and through that sell. But it's hard. ads will end here and be less profitable. So the goal is to be as
close to this pinnacle at the bottom as possible given our market. Now we can't really do most aware unless you build
some kind of big home improvement personal brand which will take a long time. It's doable but will take a long
time. Product aware they know that the solution is out there. Now this actually is very few to be honest. But typically
what happens is the bigger companies that we want to be working with. So the companies that are making millions a
year are typically somewhere in between solution aware and product aware. Okay? They know that solutions exist but don't
know which vehicle or method is the best. They might be already looking for some kind of agency. So they know the
type of solution that they're looking for but don't know that you're the pick. They are typically between these two.
Now the companies that are doing a little bit less in revenue typically are problem aware where they feel the pain
but they don't know how to fix it. You know they don't know how that they need to do paid marketing for example. This
is typically with the older contractors and people that don't have you know bigger companies. Bigger companies will
know that the solution is out there and also know what they need you know to get to the next level. So what I would
recommend you do in your advertising and when you run ads, especially B2B, is think in between these two, okay? You
want to position your method as a breakthrough, you know, and unique by also differentiating yourself and
showing why you're better, more proof, you know, differentiating yourself by showing you're authentic, whatever it
is, right? So you can use this chart for any kind of ads that you run. Okay? I'm just giving an example about B2B ads,
but you can also run the same example for B TOC. Right? If someone needs a roof replacement,
they are going to be solution aware. Actually, no, they're going to be product aware, right? Because they need
a roofer. They know they need a roofer to come, but they don't know that you're the pick. So, when you're running B2C
ads for your clients, differentiate. Show why your offer is superior. Most people do this through price, which is
fine. It works. It's proven. But you could use proof. You could use comparison. You could use results.
outcomes like there are ways to differentiate yourself and we'll show you how to do that throughout this video
as well. So understand how ads start and end here from profitable to unprofitable based on awareness levels of the
audience. Okay, ad components. So what is an ad? An ad is just a form of package
communication designed to influence a specific audience to take a certain action. It's based on psychology, latent
conditioning, pain points, emotional triggers of the target audience. The actual components of an ad are an offer,
a creative, a copy, and destination. Offer is just the exchange that you propose in the ad. So, it's like what
you're offering to them basically. Creative is the actual image or video of the ad, like what the ad actually is.
Copy is the text associated with the creative, right? There's usually a primary text that goes along with the ad
telling them to do to do something in addition to the actual video or image that the ad is. And then finally, a
destination, which is where you send the traffic, you know, to convert them from cold to leads, appointments, clients,
whatever it is. So, an ad offer, like I said, is the promise or exchange proposed in an ad that captures
attention, sparks desires, and motivates a c a motivates a potential customer to take action. In Agency Genesis, we
learned how to build a winning offer, you know, to sell your services. The difference between that offer and an ad
offer is that an ad offer, you're not trying to sell them as clients in your services, but you are trying to sell the
next immediate step. I'm going to add immediate here. Whether that be booking a call, opting
in, you know, providing their information, applying, whatever it is, that is the sole goal of an ad offer.
Okay? The goal is not to sell the total dream and have them become clients off of ads. The goal is to have them go to
the next step. Think about it like this. Your business offer is what you deliver and your ad offer is how you get people
excited enough to learn more about it. So a good ad consists of a dream outcome, likelihood of achievement, time
delay, and then optionally effort and sacrifice. Now obviously this is just what value is, right? So this is what a
good ad offer consists of. It's the same thing as a normal offer. Um but again the only job of a successful
ad offer is to make someone stop scrolling and think, "Oh, I want that. How do I get it?" Add offer examples. So
each offer clearly communicates all the aspects of value in one simple sentence. We help contractors add 50K a month and
book jobs or you don't pay. Chiropractors fill your calendar with 20 new patients in 30 days guaranteed.
Roofers get six new installs in 30 days. Only pay per result. Solar companies 40 60 qualified leads in 45 etc. Like an ad
offer is literally just like a mini version of like what you do in a simplified way to display your value to
the public to show what you do. Creative. Creative is everything. Okay? This is the bridge between your offer
and your audience. This is the highest leverage thing when it comes to running ads. If you have a good creative, then
you are going to crush it. Your target, your targeting, your landing page, your copy, literally not none of it matters
if your creative doesn't make someone stop scrolling and, you know, get someone to be interested in your
services. The best media buyers are not ad expert. A media buyer is just someone who tests
creative and improves ad performance. They work in the ad manager. They're not ad experts, okay? They're just
scientists. They're good at testing and they're good at numbers and good at analyzing metrics and analytics. Your
creative determines whether people notice you, whether they believe you, and whether they take action, which is
the most pivotal things to running ads. So, to get a better CTR or a click-through rate or the percentage of
how many people see your ad versus click on it, you will use this resource. Now, I will break down this resource later on
in the video when we go about metrics, but this is a very in-depth guide to increasing your CTR or just overall
improving the strength of your ad. So, creative research to find examples of what creatives to use for your ad
campaigns, whether it's for your clients or you or anything else, use the Facebook ads library. So to do this, go
to facebook.com/ads library. And what you can do is on this ad library, you can simply look up ads. So if you know a
good example is like if I want to find roofing ads, you know, to get inspiration, I can look up roofers and,
you know, see service delivery ads, you know, see people doing I I can basically just see ads. And as you'll see, these
were all launched like February 4th, February 4th, March 7th at random times. So, what we can actually do is sort this
and, you know, work with this a little bit. And we can go ahead and change the filters to be
active ads from a long time ago to a couple months back because if an act, you know, an ad has been running for
four plus months, chances are it's probably going to be some kind of winner. Okay, so we can see lots of
examples here that have been add, you know, been running for a long time. So, we have some, you know, good good
ads here for clients. We have some ads here for client acquisition as well. And the point is is like you can do tons and
tons of research, get tons of information about like what kind of ads people are running and what's been
working for people. It's quite easy to find winning ads because all you have to do is scroll back, right? And that is
what I mean by creative research is like if you are looking to run ads for something, whether it's your clients or
yourself, the easiest way by far to get even just a glimpse of an idea about what you should be running is just to
find something that's working. To do that, find ones that have been
running for a long enough time. For example, this example right here. I know this is a winner. This isn't one of my
clients exactly, but I 1,000% know that this is a winning ad because one of my best ads for roofing is literally just a
guy, a bunch of Mexican guys on a roof, right, with a price related offer that's similar to this one. And in the landing
page, you know, we can find the winning survey. Like this this is good service delivery. Like this is what works. I
mean, it's not as high converting obviously because this doesn't have much detail, but it does have the same exact
survey that I use. So it's like an agency is running this and it's been running for a while, so it's been
getting a good cost per lead. So, I have an idea about like, okay, so this has been working. I could probably just make
a creative similar to this and test it out. Same with this one. I've been 20 years as a roofer. It's been running for
a while. It's been working well. It's just a picture of the the owner. Similar looking, you know, landing page. So, the
idea this is a roofer. >> Attention roofers who have been screwed over by marketers. You have a list of
crappy leads that some marketer or Angie's list rep sold you that never made you any money. me and my highly
trained USA based call center. We're going to call through your old lead list and set inperson appointment.
>> Yeah. So, it's like this is a nice looking ad. Landing page is not loading, which is a red flag. But we can see that
the ad is running. So, there has to be something working about it. And um yeah, like this is what I mean by creative
research. You can do this for any niche, any any kind of ad, you know. I mean, I did this for my ATP verification niche
um because I'm doing a little side offer right now to do it, you know, just testing it out. And I looked up ATP
verification, found some examples on like what some people are kind of running for that process and gave me
some inspiration and ideas into what I should run, you know, like and to give you guys an example about what I'm
running on my personal account, which this is not my B2B account, which you know, I have that this one. I've got
some other ones as well, but this account right here for ATP verification, I'm running, you know, these ads, some
basic static video ads. I'm running some profile visit ads as well. And this is all just personal stuff. This is the
side of the agency, a side of my clients, side of all of that stuff. That is what I mean by creative research.
More often than not, ads that have been active for more than 6 months are winners. If they're not winners, then
the marketer that has kept them up is stupid. Um, proof capturing SOP. So, proof is extremely important when it
comes to marketing and overall growth. Okay, I want to quickly break down how to collect as much proof as humanly
possible. I have a simple SOP here for you and basically it breaks down how to collect as much proof as possible. the
rules as to what makes proof stronger. Proof that's raw over polished is better. Proof that's live over recorded
is better. Showing instead of telling, showing lots of mini testimonials is better than one huge one like me or
generic, you know, people trust people that look like them. Third party versus self-proclaimed reviews. So, you know,
brand push or whatever you use. Um, and if it's real, raw or recent, you know, it wins. So, proof capture system, you
need a system that can basically automatically collect proof. I recommend, you know, creating some kind
of Google Drive folder to collect your proof because this is really strong in ads, you know, to use proof. Um, it will
always give you new creative ideas and differentiate yourself from competitors. So, what I would do every single week is
set a 30-minute block, harvest all video testimonials, ask for them, chat, you know, messages or Slack wins, so text
like, "I got my first lead, whatever." Five star reviews on Trustpilot. You can even set up a go high level automation
to send Trust Pilot review invites. Um, all you got to do is create a Trustpilot account, click on the invite, um, you
know, people to review and then you can simply just add that to your automations inside of Go High Level. Ask Claude if
you have any questions, screenshots of leads, appointments, book jobs, all of that. You want to just continuously add
to your proof vault. Uh, another thing that a lot of people don't do is at the start of a client relationship, record
where they're at, how many jobs they're getting right now, what their average revenue looks like, what's not working
for them right now. A lot of this will be in the sales call as well, but I would actually have you recommend them,
you know, to do record it separately in some kind of selfie form video just that you have that access. So whenever they
hit a milestone, ask right away now because when they hit a milestone, they're going to be at, you know, some
kind of emotional high. What a lot of people do is they think that only, you know, they can only get testimonials
from clients once they've completely changed their life and done like 150k a month to a million a month or, you know,
some crazy crazy results. And the truth is is that whenever they get some small milestone, their first appointment,
their first job, their first profitable month, whatever it is, hey, can you grab your phone? Just record a quick 30
second win. Just record what's happened. You know, like if you do this often for each and every one of your clients, you
will have a pool of proof about the entire client journey. You'll have videos about when they started the
relationship, when they get their first wins, when they actually scale as sitdown ones. And then like that is the
most heavy, you know, most powerful marketing that you have because you can turn that into ads. And for
testimonials, here are some questions that you can ask them. What happened before you joined? What made you join?
What happened after? What results did you see? How do you feel now? And what would you recommend this to or who? Use
this for ads, emails, processes, pre-all videos, landing pages, automations, show up processes, like everything. You can
use this proof everywhere. Okay, just front it everywhere. Okay, so video creatives. Now, creative
consists of three pillars. Hook, body, CTA. All right. Now, to demonstrate the importance of these three pillars, here
is the time distribution and importance distribution. Now, most ads and we're starting with video ads right here,
right? Are around 2 minutes long. You know, that's the typical amount. Some of them are longer, some can be shorter,
whatever it is, right? But that's the average. Now, the first 0 to 5 seconds should most likely always be the hook.
Okay, that's always the first thing. After that, it's the body. Then it's, you know, the CTA. You can even sprinkle
CTAs throughout. Now, importance distribution, 80% on the hook, 20% in the body, and basically nothing. 0% on
the CTA. Okay? Now, when you make ads, especially video ads, this needs to be what you think
about this importance distribution. You should spend 80% of your time on hooks, 20% in the body. The hook is by far the
most important part of any ad, whether it's B2B, B T B T B T B T B T B T B T B T B T B TOC, whatever it is, right?
Especially video ads. The hook is the main determining factor of success. 95% of people who look at an ad or video on
social media. It takes literally 0.1 seconds to decide whether or not they're going to watch it. Think about when you
scroll if you do or if you're not, whatever it is, like people do, right? And when they do, they scroll fast. No,
they constantly go from video to video to video. Attention span now is at an all-time low, especially because of
social media culture. So that is why the hook is by far the most important part of any ad. you the only goal of the hook
is just to get them to watch the next couple seconds. Like convince them to watch the next couple of seconds.
Realistically, all you get is one to three seconds to completely earn attention. So, just please do not
understand the importance of not only having a good hook, but more importantly, testing a bunch of hooks. I
mean, that's probably the most common problem people face when attempting to run successful like video ads. They just
don't test enough hooks. And yes, in this video we will talk about how to test hooks, how how to budget each one,
how to structure it out in the campaign, everything. Making decisions like how to actually determine which one is a
winning hook, how to double down on it, how to make ad changes, how to scale that, everything in this video. Hook
psychology. So hooks work because they trigger one of these, you know, one or more of these psychological levers.
Curiosity, so there's a gap between what they know now and what they, you know, want to know. Relevance, it feels
personal. If you're a roofer, roofers, you know, whatever it is, got like flashbacks and saying roofers. Emotion,
desire, fear, pain, anger, pride, surprise, proof, immediate credibility. We added X amount to, you know, in 30
days to a company. Novelty. It feels new or different, not like everyone else. Everything, you know, everyone in this
space, everyone that runs some kind of agency or, you know, run ads, like, you know, oftentimes there's a lot of
competitors, right? They're usually promising the same thing. Your hook should repackage the familiar in a
fresh, emotionally charged way. Okay? If you ever need a hook idea, try one of these. I will talk, you know, through
specific examples based on awareness levels, but stick to novelty with hooks. Okay? All of these are great and
amazing, but novelty is by far the highest lever, highest performing lever that you can pull here. Okay? people
just go crazy about the emotion, but with home improvement contractors, you know, that's what this is tailored
for. Obviously, you can change depending on what who you're working with, but oftent times proof and novelty is where
you want to stick in for, you know, have your hook be for ads. So, hook examples and awareness. Like I
said above with the offer awareness, it's the same thing with hooks. You know, I want to break through and break
down every single one of these. The same goes for body, the same goes for everything. Um, it's important that you
understand that it should change depending on like your awareness level. So hopefully for your ads, for your
niche, you've determined an awareness level. Oftent times it's usually between solution aware and product aware. So
that's where we'll stick to for the hooks as well. But once again, if they have no clue that a problem or solution
exists, good examples of how you can use this in ads. One of our contractors went from being knocking 10 hours knocking
doors 10 hours a day to being booked out six weeks in advance using X system. Problem aware. They feel the pain but
don't know how to fix it. If you're still relying on referrals, that's why your schedule's empty. If you're buying
leads from Home Adviser and Angie, you're being robbed. Here's why. Now, the thing is is like these aren't that
strong. They just aren't that strong. And it goes back to that pyramid of strength
here. It doesn't make hopefully this can give you clarity on like how to make your ads
and structure your hooks and script these out if you're doing video ads. Because you know if you're doing hooks
that are completely aware or problem aware it's like you won't get as good a performance if you're doing solution
aware and product aware. And this is why it's so important to understand your audience. So solution aware and they
know the solution exists but don't know which vehicle or method is best. Forget chasing shared leads. Forget relying on
word of mouth. Our ad system will bring you book jobs directly to your phone. They understand paid ads probably for
the most part especially bigger companies. So you'd probably more be in the product aware section. Okay. Okay.
And this is where you stick to proof and novelty, you know. And a good example of this is
we help roofers add $50,000 a month just like Tim and book jobs or we literally work for free until we do. Most
contractors rely solely on referral, but our clients get book jobs directly from ads and we guarantee it. You know,
whatever it is, right? Product aware hooks, novelty, and proof is what you want to stick with for home improvement.
Most aware oftentimes they don't know who you are. So, this probably won't work. Um, but if you have a personal
brand, this would work well like last call to claim your area. Once we onboard a roof in your city, we won't accept
anyone else. Um, this is more typically used when people are most aware when they know who you are. Um, you know,
right here, they know who you are. They just need to know a deal, reason to act. Now, this is why what you want to stick
with for personal brands already know you have a product solution, you know. Okay. Body. So, the body is the meat of
your ad. It's the part that connects your viewers's pain to your solution. And if the hook sells attention, the
body sells logic, proof, and possibility. Like obviously the hook is to sell the attention to get them to
watch more, right? But the body sells the logic, proof, and possibility actually, you know, showing interest in
this. So for the, you know, the entire goal for the body is to identify the pain clearly, name their situation
better than they can. So you understand them. This is why understanding your market and your audience and your niche
is important. Two, introduce the mechanism or system. You know, show how it works simply. you know, keep it
outcome oriented and then prove it's real. Use data, stories, case studies, examples that make it believable.
Understand that you don't need to explain how your system works. You just need to show what it does and why it
works for people like them. Okay? I think people fall into the trap often times where they explain so much about
the process and it doesn't do any good for them. You know, that could do well for the technical audience, but if
you're selling to 60-year-old home improvement contractors that have been business for ages, they don't care about
your AI caller. They care about how many jobs am I going to be able to get? Has someone gotten
jobs before that's been like me in my market and will it work for me? You know, you really need to make ads in the
eyes of your audience. Body structure. Not everybody is built the same way, but everybody will have
these four aspects in some order way. One, pain or a problem. Relation. Talk about the struggles your ideal customer
faces. Reframing. solution. Explain what's actually wrong and what fixes it. Revealing or proof. Show a specific
example, stat, or story that makes it believable. And then remind or action. Tell them what to do next and what
happens when they do. Now, here are some body examples. I'll read through a couple. Relate. If you own a decking
company, you know the worst part isn't the work. It's the feast or famine cycle. It's being slammed all summer,
then dead quiet the second that weather turns around. Scraping for jobs off referrals and the occasional Angie lead
that 10 other builders already called. Okay, that's the relation. They feel heard. They feel like you understand
their situation better than they even do. Reframe. This right here is the solution. Now, here's what's actually
wrong. You're relying on leads instead of booked appointments. A lead is just a name. We run the ads, qualify the
homeowners on project size and budget, and you and only drop them on your calendar once they've agreed to sit down
for an estimate. So, you're not chasing anyone. You're showing up to people ready to build. Okay, that's the
reframe. After that is reveal or the proof. This is a calendar of a deck builder we work with. 11 qualified
estimates booked in two weeks. Everyone is a homeowner that's serious about a new project and literally in the middle
of the slow season. So this is when you show your proof and show that it's actually possible for
them. And then action. So what's going to happen when they you know book a call or you know you know what to do next. So
instead of praying for referrals, you've got a steady stream of real estimates on the books year round and you only pay
when the homeowners actually show up. tap below to see if your area is still available. That is a great example of a
body. So you would basically lay the hook behind this right, you know, before it and then the CTA after which um this
is the CTA right here. So super simple. That is how to make a winning body. If you want another example, you can see
the roofing example there just like this. So CTA is just the call to action. You know, obviously it's not important,
so we're not going to take time on it. Book a call, apply down below, get an estimate, etc.
So, now that you understand everything that you need to know about creating successful video ads, it's now time to
write your first batch of ads if that's what you're looking to do. Let's get past this part if you don't want to
worry about video ads and you can go through creating your ads. But, um, similar to most things in business, you
learn and improve by doing it. My first ever video ads are terrible comparison to what they are now. Writing your ads
resource. Okay, honestly, I would recommend scripting out your ads. That's the first step to any successful ad
campaign. So, the purpose of this document is to provide you with copy and paste systems that you can use to
basically write your ad script. The goal is to get a 5x ROI on these ads in 60 minutes or less.
So, this worksheet will require some deep thinking, but it will give you the framework that you need to speak
directly to your most ideal clients. You could use this in accommodation to chat or claude. That's what I would
recommend. So, all you have to do is use the audience resource that you might have already filled out. Just copy and
paste it here. Two, worry about the offer resource. So, this is your specific offer. But the truth is is that
like it's probably quite easy to make your offer, it's probably pretty one-sizefits-all. And what I mean by
that is if you go to the awareness levels aspect of the offer, we're between solution aware and pro product
aware. So, you can just make something along those lines similar to there based on the examples that we already have in
the offer section, which look just like this. Super simple. And then once that's done, then you can basically do the hook
creation, which gives you examples of like hook awareness levels and stuff, which you're probably in between
solution aware and product aware for the most part. With hook creation, you can use the hook examples resource. So I
have six hooks or six ideas of winning hooks. One, two, three, four, five. Okay, five. Ask a question. Make a big
promise bold, you know, claim. Call out your ideal customer or profile. Qualify, disqualify, act on the problem. You can
use this resource to help you craft out a winning hook and then write I would write hooks for your specific audience
awareness level whatever that is. Most of you guys will be in the solution aware um problem aware area um product
aware whatever it is. So I would write out your winning hooks here. Don't be lazy about this because like I said
hooks are 80% of the effort here. Step four is to craft your body/cta. So once again we have all the four aspects that
you should cover and we have the body examples resource. So you can use this to you know create your body with two
examples of mine. So you can copy and paste them here and then once it's done basic CTAs and then you have your bodies
too one and two and then you could write your copy which honestly I'd recommend using chatbt and yes we will cover copy
soon. You could use AI to make that. Then you have your ad script. So you can put all of the hooks that you have, as
many hooks as you want, the body CTAs, because in the beginning, if you're running video ads, I would recommend
testing 20 or so hooks and two or so bodies. And a lot of them will stand out to you specifically, and we will explain
how to actually test this, how to budget it properly, how to set your budget based on like what your goals are. We're
going to cover everything. Creating your ads. By now, you have your ads scripted out and ready to record if you're doing
video ads. If not, don't worry, just wait because we're going to talk about picture ads and different kinds soon. If
you're just watching to learn, then keep watching. Anyways, here are a couple recommendations for filming and stuff.
So, I personally have an Aperture Light Dome 3 with a Sony FX3 and a E1.1 um 11 millimeter Sony lens. Probably about
3ish K total for this setup. 3.6K, whatever it is, um with a Sure SM7B for my mic. So, that's what I have. Um it's
kind of the guru setup, if you will. But if you're bootstrapping it, just get a simple tripod for your phone. Okay? It
could be simple just like this. Make sure, by the way, when you're running ads, you're running them native to the
platform. So, you'd probably record, you know, upright videos. In addition to that, you can get a simple tripod, a
teleprompter app. On the iPhone, you can get this one or the other one, I believe, is just called teleprompter.
And this is overpowered because you can Yeah, this is the one that I use personally that's on my phone is that
you can record videos with 4K just like as you would normally with text that goes on the screen so you can read it.
So you can really script record ads. This is really good for handheld stuff and also stuff that's on a tripod. Okay,
audio as well. This links directly to your phone because having good audio is very important when you record ads.
Okay, you don't want just the basic audio. I personally use my mic. And then I also have a Digi Pocket microphone
which I believe is what is that? Digi. Yeah, I have these ones right here. Um, so you can get those as well. Those are
the better ones. And then this is like a solid setup if you're pretty if you're more serious about this. This is the
best entry camera for, you know, content. It's the one that has the most like basic colors that work really well
for calls and everything. And this is the typical camera that most people get. If you look at think about a guru, they
probably have this camera. I like filming and, you know, cinematography, so I have a little bit of a better
camera, but it's not required. So, just some tips for recording. Look your best. People judge you in a split second. So,
if you're recording ads, shower, shave, hair, makeup, brush teeth, clean your [snorts] background, feel good about
yourself. Test filming at different times of the day as well, just to see when you're best. I find for some reason
that, you know, that's why I'm recording this video at night. I find that I'm better at recording at night. you know,
I just am not sure why. I just always have the most energy at night. I'm kind of a night owl. Um, comfort. Get very
comfortable with your setup. Commit to finishing every video. You will likely feel like it's total in the moment,
like recording, especially if it's your first couple times, you know, in front of the camera. This is completely normal
feeling. Okay, now you have the final cut and you are in charge of what you post at the end of the day. Okay, so if
you're not happy with it, that's fine. You can just re-record the next day. Always test before you film. Take an
extra 15 minutes, save yourself, test the audio, test the camera, test the recording. Because like, for example,
I've been recording this video for almost an hour, and if it didn't go well, I would not be a happy person.
Focus on giving. Okay? Make this about them. If your goal is service, don't be selfish when it comes to making ads.
Lighten up. If you focus on getting it right, it will make you look pissed, stressed out, stressful, all the bad
things. Have some fun and smile. Okay? It's really not that high of a pressure thing to do. It's pretty easy to make a
successful ad campaign. Number one, pick a location to film. Ideally, in a setting that's comfortable, you're
comfortable with that has natural lighting with minimal background noise. And keep in mind that this is very
important where you actually record your ads. Okay? If you're working with a home improvement contractor, you need to
record in a place that's familiar with them. Whether that's your home or on the job site or outside, walking, whatever
it is. Do not take some extremely expensive high-end studio and expect business owner like or expect
contractors to resonate with that. Okay? You're going to get a lower cost. You're going to get a lower clickthrough rate.
And I did explain that, you know, in the clickthrough rate doc that we'll go through. If you're doing complete B2B
ads and reaching out to founders doing a million plus a year, it makes sense to have a high, you know, nice recorded
studio. If you're reaching out, if you're if you're doing client ads, like BTOC ads for, you know, your basically
your home improvement company's clients, then and you're having them record ads. If they're doing video ads, like have
them record it in a neighborhood or something, right? It's very important that it's in congruent to your goals.
Don't use a crazy high-end studio to try to reach contractors. You think it makes you look higher authority because it
looks good to you, but it looks good to you because that's what you know. It they don't know it. It don't doesn't
look good to them. Set up your equipment and do a dry run. Watch the footage. Listen back to make sure everything
looks good and sounds good. And it's time to record. So, keep your energy high, smile, and breathe. Now, in terms
of post-prouction, I recommend hiring a professional editor. I do edit most of my stuff myself, to be honest, because
I've always grown up doing it, and I like having that level of control. Maybe it's just limiting belief on my end, but
my best ads have captions, subtitles, B-roll, motion graphics, to keep people engaged, background music, sound
effects. Please don't over complicate this stuff. They don't have to be perfect. They just have to be engaging
and they have to make sense. Display your offer right and um do all the other things right. Good script matters more.
U visuals are also really important. So picture creatives, picture creatives are by far the most
scalable and simple method in my opinion to run successful meta campaigns. Okay, if you're new to running meta ads, just
start with pictures, okay? They're so easy, high performing, and these two ads are some of the most profitable
creatives that I have ever used for service delivery and for client acquisition. I have gotten 100 plus
booked appointments, $20,000 a month in cash collected from this singular ad. Just this ad. And I should change this
because this is 900 plus leads from this one ad. It has 600 impressions,
500 comments. Like, like people don't understand how much this is true, that one ad can change your life. This one ad
that I found by testing is literally the sole reason why I make, you know,
around 20 to $30,000 a month in this agency. One ad. until you find that winner. It's hard,
but once you do, man, it's crazy. Picture ads are awesome. They are really good. You get a cheaper everything takes
it's faster to learn for meta because they want to push it out. It's native to the platform having pictures on there
and there's much less room for error. And that's why I recommend beginners start with picture creatives. So, to
create picture creatives, I'm going to do this with you as well. um use Higsfield or Claude or some kind of AI
image gen. Okay? Don't do them yourself. It's not worth it. What you want to do in this current state of the market, and
this could change with time, and if it does change with time and we use a different platform, whatever it is, go
into the resource section of this video in the PDF for this video and just see which one that we have in here listed
because that'll stay updated. Create a new account, go to images, tell it exactly what you're looking for. I'm
going to do it with you. Um, but yeah, I like to use Claude to make good Higsfield prompts. So, like, Claude,
make me a Higfield prompt that says roofers main text, whatever it is. So, I'm going to go ahead and do this with
you now and just show you like my typical process to make good winning picture ads.
Like I said, like I said, I'll go on Claude and Higsfield, go to image, and these are also super cheap to make. Um,
obviously I have lots of different images and ads that I've been cooking up here um on here, but I can go ahead and
just give you guys an example about like how I would typically go about making a picture ad. So, let's say I wanted to do
like 500 by 500 and like mimic this winning ad. Now, the reason why I know that this is winning is because one,
it's been running for two plus years. So, if I go on meta ad library and find, you know, similar ads and I know they're
winning and let's say I wanted to mimic them. I could either one literally go like this, send this to Higsfield and be
like, remake this picture but different people in a different location.
And that's it. Like that's that's literally all you have to do to make a winning ad. Okay. Another example, if
you want to be a little bit more creative with it, be like, "Write me a Higsfield prompt."
That is a winning ad for I don't know let's say um home let's go roofers
and have it be a basic white creative with the headline roofers. Let's go
ahead and like act like we were mimicking one of these and then a line under it
saying we will get you six to eight jobs on a pay per close or pay result basis.
Pay per result basis. only pay for shown appointments and then some benefits as well
associated with it which would be like yeah so let's just say that feel free to change this based on what
you think will perform better and make it look good and cohesive and high performing
but make the prompt okay so in the meantime look at that this ad would crush in a tropical area, especially
like a Florida or whatever. And the point is is like it's so easy. Um, what I would actually recommend doing is like
taking this, clicking the reference button, you know, because this is how you kind of work with it a little bit
and saying make this a normal suburban neighborhood. And the idea here is like obviously this
is our creative, right? And so, like I said about recording video ads in the location that makes the most sense for
your target audience. The same goes with picture creatives, right? Especially if you're doing real life picture
creatives. Um, so I just go ahead and remake that. And then I also have the prompt here.
And I can go ahead and pop this into here as well. And we can go ahead and do this with the auto size because it says
four to five. Generate. And this is why it's actually better to do four to five um like this aspect
ratio versus, you know, 1 one is because it's more native to the platform. That's kind of how you'll make that decision.
But, um, yeah, I'm going to go ahead and just show you like what I come up with here in this picture creative. And then,
um, you can see, yeah, so this one right here, this would crush in Florida, like this ad right here. And the point is is
like it's so easy to make fulfillment ads. You know, another winning fulfillment ad that I've seen a lot is
I'll go ahead and like plan it out so you can see how I go about generating it. Write me a prompt for a ad split in
four ways that shows four different pictures of a deck or no four pictures of houses
with new roofs. And one of the pictures is a picture of a small family holding a sign saying
roofs starting at, you know, 6997. Make it like a 4x4
grid with um
Yeah, let's just try that. So, this is a winning concept concept you use for any different fulfillment ads. Um, kind of
the just the like authenticity of having a small family holding a sign with the main offer. And you'll know like what
your winning offer is based on like what's working right now in the market. And it's obviously your job to figure
that out. But for the most part, I can just tell you right now, it's probably going to be price related. And you can
ask Claw to figure out exactly what that price is for your specific niche. Yeah. Like this is a simple ad and I would
honestly get rid of some of this stuff on the bottom and maybe add some proof on here to make it a little bit
stronger. But this is what I mean. It's like it's this easy to make simple ads. So let's try another one. Let's try the
B TOC ad or client fulfillment ad that we just created with Claude. Okay, so here's exactly what I mean. Like the
this ad will absolutely crush in just about any home improvement niche. Picture of a small family with a sign
like a yard sign type of thing. You can even add the brand of the company that you're working with on there as well as
pictures of fresh jobs and social proof. It's like these are the type of ads that will crush and it literally took less
than 5 minutes to make them. So that is how you make ads for fulfillment and that's just how you make picture ads in
general. Use some kind of generator like Higsfield and these are cheap creditwise. Like I didn't even put a
dent in my credits. Um so that's how I make picture creatives. Now when it comes to copywriting, copy is important
but creative is everything right? You should be focusing like 99% of your energy on creative, okay?
And never really test out copy. In my opinion, you should probably just use copy, like one copy for just about
everyone. So, a general framework for copy is having a call out. So, roofers or, you know, area homeowners with a
nice emoji. Keep it whatever your audience is, pain points, offer and benefits, and then CTA. So, call out.
This is right here. pain points, offer/benefits, and you know, learn more scarcity, etc.
If you want to just simply crank out some winning copy for whether it's you or your clients, whatever it is, for
service delivery, use this prompt here. And for client acquisition, use this prompt here. So, the way you'd actually
go about using this is super simple. You could literally just go ahead and say, you know, copy this in full,
send this to Claude, and it's going to basically tell you everything that you need to know to make winning copy. Once
you make a winning copy, like I recommend just keeping with it. And more importantly as well, like you can create
your own copy for client, you know, delivery, whatever. But I would also recommend looking at what other people
are running that have been running it for a year plus. And that's usually like the most proven tactics. So, if I go
back to Facebook ads library here and just look up like um neighbors or I guess like because
typically like the copy that I usually have people make has some kind of call out and that's what we're kind of
looking for with city area offer. Um so let's do like roof starting at roof starting. That'll probably give us
good example like what roofing ads are working based on the copy. Um yeah. So this is like the winning
winning copy for roofing that's always been around like this is the roofing ad that's been working really well for a
lot of people. So something similar to that. Now it's easy to find this type of stuff. You know another thing you can do
is write like homeowners and then go ahead and do way back. So like a year or more in terms of timeline
just see exactly what people have been running for a long period of time. So if we do, you know, a year back for example
with homeowners, we could find lots of winning examples of copy because if the ads been long like running for a year
plus, chances are that they're doing quite well,
right? So yeah, that's just kind of a good idea here. It it really doesn't matter to be
honest. Copy is usually just not that big of a needle mover in comparison to creative.
But this, like I said, yeah, like you could throw this in the cloud. You could tell the information that you need to
actually make the copy and just have AI do it for you. Like it's really not that complicated. You can lay it out similar
to how everyone else does it with like the spaces and everything. Just like this great example of copy. Okay, look
at this. Call out, painoint, benefits, CTA. It's exactly what I just told you and it's been running for, you know,
more than a year. So, that's how to make copy with AI. You can do one for the service delivery
prompt and one for the client acquisition prompt. Once again, the PDF for this resource is in the description
of this video. So, in terms of copy as well, there is a vault I have of winning copy that I've used over the years. Um,
mostly of this is for B2B client acquisition. So, this is copy that I've used and tried and also like had clients
use and different niches, different, you know, examples of what you could be running.
Um, so you can use that as well. Now, destination, funnel or lead form. The best destination by far for optimal
conversion is either a funnel or lead form. These are the two main options. The funnel or lead form needs to align
well with the ad creative and perform well. Otherwise, it won't matter how good your ads are. They will never
convert into anything. You could get a high click-through rate on your ads. Lots of people are clicking the ads and
being and interested, but have a bad or poor performing funnel or lead form and not convert literally anyone. So,
there's a couple things that you need to understand here. Number one is alignment. Once again, it's very
important that your ads align with your funnel. If you're running ads that look super high, professional, performing,
then you better have something to match it. And, you know, on the back end, a good example is this right here. This
one is for gravel on time. Okay, get your quote, whatever it is,
and then get quote. You click it, you go to some kind of survey. Looks exactly like the ad. Okay, and this is the
congruency I'm talking about. Now, this is a weak funnel because there's so many different things you can click on. so
many different ways you can get distracted and ultimately like it's not going to be that high converting but you
know obviously you can tell like this is probably a nice video ad probably performing quite well because it's been
running for so long and the congruency is there though which is very important that's the first step so alignment you
know same wording if you have bad wording that's different than your ad you might find a big drop off you know
people might click on the ad and go to the page and just click off because they don't think it's the same thing I've
dealt with this problem in the past Another thing is friction. So as a funnelmaker we have full creative
freedom to manipulate the lead quality through friction. So naturally as people move forward through the you know the
whole process of throughput right where they go from you know seeing the offer the audience the creative the funnel the
conversion there's going to be a natural drop off right because there's more steps that you know the process has to
go through. So with a working creative and an offer in the front and you know in front of the correct audience there
will be lots of clicks onto the funnel. And we can visualize this with a drop of water. With more qualifying questions
and details in the funnel, we add additional pipes or friction to the pipeline, which naturally makes, you
know, people who aren't as interested, they won't even bother with it, right? So, we'll just naturally get a higher
quality lead, but we'll get less leads. And this is how you want to view funnels or just the entire system in general.
You will only get a certain amount of clicks onto the website, onto the funnel or lead form, whatever it is. And as you
add more questions and more frictions and more friction and more things in the funnel, you know, for example, this page
has a lot of friction. There's lots of air like things that we can do, extra areas, you know, we enter a zip code.
Let's say we actually do this. It's my old zip code. Um, get pricing. Okay, we have all these different questions and
different things. And again, we have to enter this. This is additional friction. But now they, you know, autofill this,
which is less friction. So the point is is like you want to make it as little friction as possible in the beginning
but if you over time once you get lead you know throughput and you get results out of the pipeline then you want to add
friction to find a healthy balance of getting a good cost per lead in addition to that getting a good quality lead.
So like I said, whether it's you or your client, start with minimal friction, make sure the prospect prospects, make
sure the process is actually working and getting conversions. Then only if you have too many leads and
appointments coming through and your quality isn't good enough, then you would add friction to decrease the lead
flow and improve the quality of each individual lead or appointment. This is how you want to think about a funnel.
Okay, so that's how friction works. Lead forms. Lead forms are Meta's native way to convert people from ads. Lead forms
are the lowest friction possible. And because of that, they are the worst, right? They're not great. Everybody just
seems to fill them out without much thought. And you know, and the reason why is because it's native on the
platform. Everyone uses lead forms. And because of that, they often don't even register that they did it. I mean, a
good example is like when's the last time that you filled out, you know, you fil like you went on, you were scrolling
and you like remember the last couple videos that you did. Like that's how people view lead forms because you don't
like go outside of the platform. You just fill out a native lead form, but I have used it very successfully in the
past. And here's how I've done that for service delivery and also for client acquisition as well, which let me just
quickly update this. So, basically, I've spent around $20,000 on this single lead form. And that lead form is this exact
setup right here with these two questions with conditional logic. Um, adding a little bit of friction just to
have it in there, but it is native to the platform. Um, you know, with how I set it up and the integration as well.
So, it's important that you understand that there's no perfect way to set up lead forms. In my experience, like lead
forms are good, but the quality is just so bad that if you're just you're better off doing a landing page unless you
don't have much budget to work with. The questions that you might ask that you'll ask in the lead form are also just like
the qualifications that you want to make sure your clients check before you potentially speak to them or prospects.
Um, this is the lowest friction method you could use, but keep in mind like you won't really be using much pixel and
stuff and so there isn't that much data. It's not as accurate. So, this is the actual lead form setup.
It's a more volume lead form that is set to optimize and you can basically go through all of this and use this
resource to build out your own lead form. Conditional logic in the top right set on all these set to Q2, which is
basically a question saying, would you be willing to spend 3.2K 2K a month to meet a minimum of 10 qualified home
owners each month. If they're not making that much money in revenue because these are DQs to us in the first place, but if
they're willing to spend enough, then it's fine. Some of them are just lower, you know, companies not doing as much
money in revenue, but ultimately like have a lot of money because they've made businesses in the past or whatever and
they could be still good clients. Um, yeah. So, we have basic logic that says, are you the owner and partner of the
company, which is question two, um, or three and basically that is the logic that I have set up. the contact
information in order to see if your market's still available. Please fill your info as well as the ending page,
which is step two to two. See if your area is available. Tap secure now with a go to website. And the link is a booking
page, which I'm going break down once we break down the landing page setup. So, that's an example of basically how to
set up this lead form. And if you want to see like the actual specific screenshots on this lead form, what it
actually looks like, the actual setup specifically, here are the exact screenshots and setup for this. So you
can use this in full to set up your lead form exactly like mine. Exact settings, exact everything just like that. Now to
integrate this with go high level to do it all you have to do is go to settings go to integrations connect whatever
Facebook account is associated to the lead form select tab on Facebook form fields mapping and then basically map
the name okay so map the name of the form and then you would go ahead and map the fields so you would add email is
email phone number is phone number full name is full name state is state city is city and you have often times you have
custom questions what you can do is go to settings and go highlight level and go to custom fields. Create single line
custom fields which oftentimes my snapshots usually already have them. You know I have for example Q1, Q2, Q3, then
you can apply those to um automations and things. So if you don't have anything like Q1, Q2, Q3, you can
literally go to settings and I could do this with you really fast. Like let's say you're inside of go high level right
here and you want to do this. You would go to settings. You would go to custom fields
and then all you would do is create a new field, a single line field contact and then the field name would be
something similar to the questions. Like let's say one of the questions in the lead form is what was your revenue last
year? You can make that the field name and then create it. Okay. Well, folder name as well, contact. Okay, create it.
Now you have that. When you integrate the lead form, you go to settings, like I said, integrations, and you would
basically integrate a lead form by doing form field mapping, and you would choose whatever lead form that you just made.
So, let's say it was this one. Then, this question would be mapped to what we just made, that custom field, which by
the way, it's not loading, but if we go and find it, which I believe it's like revenue, is it? What is your current?
What was your revenue last year? So if we go to custom fields and check on it really quickly,
what was your revenue last year? So this is what we want to find. Okay, we copy that. Then we go to settings and
integrations back to the Facebook form field mapping and then simply set that field and that question to what we
just mapped. Then we can use it inside of automations, send it to our clients. And that's how you basically map it. So
you press confirm and then what you can do is add this as an automation trigger. Then if you have a new lead automation,
you could sync that to the lead form. So like so let's say we had a new lead automation and we wanted to sync this.
You get them in the snapshot probably, but if you don't, then you can make one. Then you could just change the trigger
to Facebook form lead form submitted and then just choose the specific lead form by going add filters is form
or form is and then choose the specific form that you have mapped and they'll show up here once you have them mapped.
So, that's how to get it integrated with go high level. Um, which is basically all of this that we just walked through.
So, that is everything you need to know about lead forms. If I were you, I wouldn't recommend using them to be
honest because they aren't that good. I would recommend using landing pages. And when you build out this lead form and
actually go through these screenshots and do it, make sure to do it inside of the actual ads manager instead of the
business settings because you will get more options as to like how you can set it up because sometimes some people
don't see conditional logic. That's because they're not building it out inside of the proper place, which should
be the ad set. So, funnels, funnels are the optimal way to have a successful ad campaign. Funnels give you more
flexibility, how much friction you want to test, what headlines you want to test, more accurate tracking with data.
And funnels typically consist of a couple of things. A call out, a headline or subline or get out X outcome without
Y pain. either a VSSL or a resource of some kind to, you know, give them more information about what you do, call to
actions, information about you offer, so social proof, the process, etc. A way to
collect and qualify prospects to turn them into leads or a survey or form. And a way to book appointments, which is
just a booking calendar. A good example of a winning funnel is this. And this funnel by no means is perfect, okay? But
it has been working for me. Um, there are improvements I'll show you that I need to make to this based on this
document here. But here's a good example. We have a call out. Home improvement contractors. Yes, this might
be bigger. It should be bigger. And keep in mind, by the way, this should be native to the phone. Okay, so build it
out with niveness to the phone. Only pay when a homeowner sits down for an estimate. Exclusive pre-qualified
appointments that delivered straight to your calendar. You know, we have the CTA here with the form/servey. At the end of
this is a booking calendar. So, we have the form here. Let's say we were to fill this out with random information right
now that has the booking calendar right here. After the funnel, we have a
pre-all page which looks just like this with a pre-call how to join the call and proof. So, that is an example of a
winning funnel of mine. As you can see, this funnel has all of this information, but here are some common mistakes I've
seen. one is not mirroring the promise of the ad in the funnel. So if you're, you know, you need to make sure that the
funnel headline is something similar to this so that people see the congruency as well as this looks like the visual of
the actual ad. Two, not having, you know, a good fast loading time on the page. And you can actually check this
and I'll show you how to do this in this document when we go through it later on in the video when we talk about
analyzing metrics. Um, not optimizing the funnel for mobile phone usage. That's another problem I commonly see is
like this looks great on you know computer but has a look on the phone. That's the way you want to check. Asking
unnecessary questions. So you need to have as little friction as you can. Not having consistent visuals. So no like
jargon and BS and all you know random stuff. Just keeping it you know looking good. And then having ways for the lead
to go places outside of the funnel. So tabs about like my product and offer and proof and like all this BS that takes
people out of the closed funnel. So do not have them. You know, it's just a way to fail basically. So to improve this
funnel, you can use this resource. This is a resource to give you, you know, better loading speed, how to test it
out, branding and visual credibility, just like everything that you need to improve your landing page conversion
rate or the percentage of people that convert from the landing page. Um, mine isn't perfect. By no means is it
perfect, but these are all the improvements that you can make to make it as high converting as humanly
possible. And by the way, we will go over this later in this video. Now, to build a funnel, we do have a video in
the program called livefunnel buildout, which you probably have seen by now, but all you should do to be honest is go on
to lovable.com and literally take screenshots of a winning funnel that you want to emulate
>> or just ask it what you want. Ask it give it these instructions. Literally give it this document. Say what you
want. I want a funnel that looks like this. I want a funnel that looks like this. Go find competitors in ads library
that you think have a winning funnel based on these different aspects. Screenshot it by literally doing this.
Drag this screenshot, send it into lovable and say recreate this. That's it. Okay, building a funnel has
never been easier. And you can connect your domain to it as well. But if you need more help on live funnel buildout,
you can go ahead and see other areas of the past modules of how to build winning money funnels.
So speed to lead. Now, speed to lead is something that's very, very important that a lot of people don't take
seriously enough. Some industry data suggests that the time it takes your business to respond to an inbound
inquiry is crucial because lead interest is highly perishable. Industry data shows that up to 78% of customers buy
from the first, you know, company that responds, especially homeowners, right? So, waiting longer than five minutes
drops your chances at qualifying a lead by 80%. So if we look at leverage in ways we can improve our service you know
say for our clients for example one thing we can do is make sure whether it's them or someone else or whoever
calls them that they have a really fast speed to lead. This could quite literally improve your guys's ad results
by five to 10 times. That is a high leverage change that you could do to improve your results for
your clients immediately. Now targeting in 2026 targeting is an absolute joke. Okay. Targeting is solely
based on the creative nowadays. There is really no need to target anything yourself on Meta. The creative will do
the targeting. However, I do recommend changing the target age range if there is one and the gender. So, for example,
B2B contractors would be like 29 to 64 age and men specifically, not women. So, you would go ahead and change this
specifically on the targeting. And I also recommend setting up placements to only be Facebook and Instagram to lower
CPMs. Remember, we are going to be building a live campaign in front of you. So, I'm just explaining this stuff
now. You can always refer to it later and see it in action when we build it together, which will be quite soon here,
right after this, actually. Retargeting. Retargeting has changed quite a bit. The old way, which is just basically having
like a separate cold campaign um and a separate retargeting campaign, so two separate doesn't really work that well
anymore. So to give you the best possible understanding with the current market, use this video right here. I
have this video attached. If it changes and I find a better video, I will put it there. But this has a very good
information about how to run targeting and retargeting and set it up properly. I don't have that much experience in
retargeting, so it's not like I can teach it that often teach it in that much detail. But here's what you need in
place after watching this video. Conversion API setup. Um, you need basically warm custom audience built.
So, you need to build a couple warm audiences that you can use, even one that has an customer/lead list. Um,
and then audience segments defined as well. So, these are a couple things that you'll have set up through watching this
video. If you need to do retargeting, I recommend it. I think it's beneficial, but I honestly have not done it much and
achieved a lot. And I have achieved a lot, so it's not required. Hey everyone, welcome to building a campaign live.
We're going to keep this super super simple here and just start creating a campaign. So, you want to go with the
leads here. Um, basically campaign budget or adset budget. I would actually actually recommend doing adset budget.
Um, and then that's pretty much it for the campaign. You can have a naming scheme if you want, but it really
doesn't matter. Um, new leads, adsets. So, conversion location, we would do always single. Now, either website or
instant forms. These are the two options. I'm going to go ahead and set up a website um because it is the
highest converting and it's honestly the best. And then basically, we would use the pixel that we have set up in the
data set conversion location to show up in here. So, for just example, I'm going to go ahead and optimize for a schedule.
If you're doing a B2B campaign, like for client acquisition, you should do scheduling if you have enough budget. If
you don't have that much budget, like $50 to $100 a day, do lead. If you have more than $100 a day, I would use
schedule. Remember, don't edit one that's existing, but we'll explain how to make changes later in this video.
Basically, this would be the data set pixel that you've already set up when you set up the tracking systems um just
a minute ago. And then, diamond creative, we're going to keep that off. Daily budget, this is per adset. We are
just going to go with one adset for now, okay? because we're only testing out like one targeting method and we want to
keep the signal here. We're going to start off the ad campaign with no less than $50 a day. Um, that's the minimum,
but I'm going to go ahead and start off with $100 a day. So, there's that. Audience-wise, we're reaching home
improvement contractors. So, minimum age, we're going to select 25 here. And then go ahead and further the limit
reach of our ads so that we can specifically target an age range from 29 to 64, which is going to be home
improvement contractors, right? Most of them are in this age range. Location, we're just going to go general in the
US. And then gender, we're going to go with men. Now, optionally, you can use detailed targeting by typing in things
like home improvement, um, general contractor, roofing contractor, roofing material, um, I think I spelled that
wrong. Yeah, home improvement, home and gardens. You could do general
contractor. The point is is like you can add this and this will help it find its target audience faster. and just add a
couple of these. So, roofing contractor if you're doing roofing or whichever niche you could always do roofing
materials, which that would be like gaff and stuff. Um, you could do what else? Page Facebook page admins is a good one
as well. We go. So, this helps you kind of just figure out like telling meta like a little bit more about like what
you're going for. So, this is B2B ads. Um, I am going to go ahead and set a cost per result goal just to make sure
it knows like where I'm trying to bid. Um, the way that that looks is like this is B2B ads, right? We're spending $100 a
day. Our and we're optimizing for schedules. So, uh, cost per employment KPI for me would probably be like around
$100, $150. And you'll know this by like being in your niche for longer. Um, or you could do the reverse math towards
the end of this video. So, you could in the adset level add a cost per result goal right here and make that be like
$150ish dollars. Here we go. Then, diet creative off. Budget is fine. Audience now is set. We
have detailed targeting which is optional. You don't have to do that. And placements. Let's go ahead and show more
settings. And platforms only changes to Facebook and Instagram. Just to keep our CPMs lower. Perfect. Good to go. Now,
with that, we go into the ad level. We would choose our specific Facebook page and Instagram page that's in congruent
with our um you know, where we want to be running the ads essentially. So, we have them converting in website with
schedule as the event. And then if we go to the ad level, you would choose the Facebook pages here. So um for now, for
example, like I'm just going to choose um let's just go with this page for now. And then the Instagram profile with that
um branding blah blah blah. This is fine. Single image ad multi-car advertiser ads. I turn that off just
because you're going to be around so many competitors. Destination. This would be your landing page. So the one
that's hooked up to the pixel. So for example, it' be like this one or whatever. And the pixel should be set up
for this. And then the display link, doesn't matter. Browser add-ons, I turn this off. And then add creative. So when
you set up an image ad, you add image. When you add video ad, you press video. So let's say we're going to go ahead and
build off of a winning ad that I've built in the past for deck builders. So we're not going to do any of this and
deal with any of this. Primary text. Basically, we would just throw in our copy here. So copy goes here. Headline.
Make sure the headline is congruent with the top of the funnel. Um, and we'll break down more about like how to set
this up properly. And the description doesn't really matter. This doesn't really show up, but you can add like
stars for that. I like to do learn more. And obviously, you would actually put the values in here.
Basically, you skip and continue. Turn off add music. Make sure that's turned off. Everything else to be off as well.
Translation, you can keep off if you don't want any out of, you know, language people. Upload media. So, this
is how one ad would look. One ad instead of one ad. Okay, simple. Keep it simple. And then after that, you have the copy,
primary text, description, and the call to action. The um yeah, you want to keep these off if possible, but they really
don't have that big of an impact. Um tracking, you have the pixel setup, and that's it. So, that's how you set up an
ad. Um basically, if you're running a $100 a day ad campaign, obviously, like in the ads mastery settings,
in the ad mastery um document here, we can kind of see our testing volume. $100 a day, five to six hooks, which is
roughly five to six creatives. So, we could probably roll with um five or six creatives at once and just give that,
you know, duplicate all these. And then all you would do is duplicate. So, there's six of them and then add one
different creative in each one. Okay? You can put pictures inside of the same adset as videos or it really doesn't
matter that much. Some people like to separate it because they're not sure, but with Andromeda, it's pretty much the
same. So just put creatives, six creatives in here um based on how much you can spend. So five to six hooks,
five to six creatives, one, two, three, four, five. That'd be good. And then one creative in each one of these. And make
sure to launch it at midnight. That helps. So if you set it for the next day, midnight or the current midnight,
then that's probably the best thing you can do there. And um overall, that is pretty much how you build out a live
campaign. So it's quite simple. There's really nothing to it. Um you want to do the pre-checklist to make sure, but
yeah. So then after that, you can go ahead and use the pre-launch checklist to make sure everything is good to go.
So make sure Metapixel is firing, make sure the conversion events are working so you can test it out inside of the
pixel, which if you don't know how to do that, you can do it in this document here. So make sure that's set up as
well. Make sure the marketing tracker is also set up and ready to go. Looks just like this. Um, funnel desolation, make
sure all this is correct and it's mobile first. Headline mirrors the ad promise the headline. Book and kill instinct, no
dead ends, no ramp offs or no off ramps. Survey and application with minimal friction. Speed to lead is all ready to
go and you have automations set up for that. Offer and creative is all tight and ready to go. Batch of hooks or
creatives is ready to test. So with picture ads, it would be just a couple different ads, different pictures. So
one example could be something like this. Another example could be something like this. Um yeah, we have one media in
each one. And I have this related media. This should be off. And then we should just have one one per thing. So that's
what I would do. So yeah, your cost per result, target cost per result is set up if you want to use that, which is
optional. Your campaign setup, which can help CPMs if you are correct there. Um, campaign setup, you can improve CPM by
using this. Uh, for placements set to Instagram, face, Instagram only, Instagram, Facebook only, agent gender
set, targeting otherwise broad or detailed targeting is optional as well. Daily budget supports your hook count,
so $10 to $20 per ad. We're doing $100 a day, so we have five ads, so that's good. And then mindset. You've committed
to touching it for the first 5 to seven days just to see what happens. So fix everything that's anything that's broken
obviously, especially with the funnel and everything, but just do a test run to make sure that that's good to go. And
uh that's pretty much everything there is to building out a live ad campaign. So I appreciate you for watching this
and uh let's keep going. Scaling with data, okay, tracking and metrics. The biggest reason why most people fail to
run a successful ad campaign ever is because they make decisions with feelings instead of data.
Using this ad tracker daily is the best way to prevent making decisions from feelings. Okay, I have a company
tracking sheet for you. Basically, what you do is you log every day everything in white and you can basically set up
your Facebook columns to accommodate this and I'll show you what I mean by that. So to do that all you would do is
go to the ad set level roughly and then go to columns and then customize columns and set them up in this order. Right? So
if we go ahead and remove everything here we can go ahead and keep amount spent because that's the going to be the
next one after this. And then all we have to do is go amount spent sp spent frequency which is going to be this
right here. And then we have impressions. Okay impressions. And then we have
clicks all which is going to be clicks all. And then we have link clicks, which I do
unique link clicks. New leads. So we have leads if it's set up with pixel, which it should be. Total and cost per
lead. Then we have the demos booked or sales calls booked. Same thing. Appointments booked, whatever it is. I
can actually change this. Appointments booked should show up here. Total and cost. And then obviously everything else
here is up to you to know. Okay. And just for more information, all you have to do is press save.
But yeah, basically let's say you have data. You would basically go about logging this um start to finish. So
let's just go ahead and set max because I don't remember when I ran this specific adset. Let's say yesterday's
data was this 50 like $570 spent in ads, which is kind of a lot to be in one day. You would basically track yesterday's
data today. So like actually this would be yesterday. Um and then you go from there and onwards. And then today is the
8th. So you would track yesterday's data just to make sure it has enough time to actually go through the spending. So
actually for this you would choose yesterday and you would fill in the data. So let's say it would be 570 you
know.44 44 whatever it is frequency 2.1 impressions you know 2557 clicks all 461
link clicks would be 231 new leads would be 25 and then I didn't actually set up the pixel for this one
so appointments booked would be separate from go high level and let's say you got six qualified leads um couple DQs from
that and a couple sales contracted revenue so this is how much revenue that's predicted over their lifetime.
Um, if it's paper results, I would just do the upfront whatever you did. So, let's say you collect 2K up front from
that client and your new MR is roughly $3,000 a month from like what they are expected to pay you or $2,000 a month,
whatever it is. You get your, you know, all of these information about your ROAZ, your cost per qualified lead, your
qualified percentage, your, you know, cost per acquisition or your CAC as well, which is your customer acquisition
cost. basically how much it cost for you to get a new client in ads. Obviously, it's not, you know, going to be this
low. And if honestly you were collecting this much money off of, you know, $500 in spend, 2K cash, actually that's
pretty realistic and that's pretty healthy. You know, 3.51 back rorowaz and obviously if rorowaz is positive, we
scale and I'll explain that in this section as well. But this is how you track your data. Daily checks. This is
an extra sheet that I have from a mentor of mine that it's not required. You can figure out how to use it to be honest. I
don't use it, so I don't even know. But it does have some basic information about like what your metrics could be,
you know, to know what to do. But I would just stay on this, make decisions off data, and go based on your seven
days, you know, last seven days or last 30 days. And what's nice is that it'll do that properly and propagate up there
for you to make bet good decisions. Um, so that's how you track your ads. um in ter in terms of pixel and conversions
API when meta tracks what's considered a lead right if you're using lead forms it'll automatically track leads right if
you're using a landing page though how is meta going to know what happens you know when a prospect fills out their
information or becomes a lead that is where pixel comes in pixel is something that you can install into a landing page
to basically set up and tell meta whereby if they click a certain you know button so for example and Homewise. Um,
on this landing page right here, when someone fills out this information, >> HVAC, painting, concrete,
>> when someone fills out this information and they click submit, Meta knows to consider that to be a lead or
furthermore, when they book a call, Meta will know that it's a schedule. And so, you'll see how many appointments you
have scheduled and your cost per appointment. Now the reason why this is important is
not only for this tracking like yes it helps it's helpful but more importantly so meta can learn properly
in the actual adset which we should have broken down a little bit when we built out the ad campaign the live campaign
buildout is you have a performance goal here right and if you're running you know specifically lead forms it will
probably just be maximize number of leads but if you're running pixel you want to do schedule or leads. If you're
doing lead genen, I would do for like your performance goal should be leads. If you're doing book a call funnel, so
you know, getting clients through paid ads basically by, you know, doing a book a call funnel similar to how I probably
got you to join the program, you would maximize number of schedules, right? So, it really depends on your goal, but that
will help Meta learn and get more of what you want. And after like 20 to 50 conversion events,
it will get much better. Your cost per result will go down a lot and ultimately you'll make way more money because Meta
has time to learn what you're looking for and it'll optimize for whatever you set it to, right? To actually set this
up, I have a live video of me setting it up in a pixel tutorial here. Hey everyone, it's Owen Rensland and welcome
to setting up Meta Pixel and this is also conversions API. Just everything that you need to track accurate data for
meta. So in ads manager when you're running ads for yourself right you basically if you're using a lead form
then obviously meta is going to know like when a lead becomes a lead. So you have your cost per lead in your data and
you have all that information. But if you use your own custom landing page and I can show you what that looks like. Um
>> if you run a >> you know this landing page just like this or something similar from ads. Then
the issue is that how would Meta know what elite is or a booking is? So, in this video, what I'm going to do is show
you how to set it up so Meta knows what a lead and a booking is so we can attract and look for more people that
booked or became leads. The way that this works is very, very simple. Lovable or whatever website provider you use. I
would recommend using Lovable because you don't have to do any of this work yourself manually. Like, you can pretty
much just have Lovable set it up immediately for you. So, Lovable will basically send the data to Meta and then
we'll also have Go Highle send the data to Meta 2. So we have the most accurate tracking possible without paying for an
outside pro provider. The first thing you need to do is go into your ads manager account in the ad account that
you're going to be running the ads. Next, click connect data under the data set section. So if you go to all tools
and you go to events manager, that's where you need to be. Then click connect data. Click web next. And then go ahead
and create a new data set. We can call this whatever we'd like. I would recommend calling it something along
like what you're offering. So, Homewise, B2B pixel. Now that that's done, make sure to select the ad account you're
going to be running the ads on and go ahead and press set up Metapixel. Other ways to set up add Metapixel to
the website yourself. Click next. Copy this code and be like add ask lovable. Add this Metapixel to the website.
have it fire a new lead when someone goes through the survey and is qualified.
So greater than 500k a year in revenue which we already set up in the form and a schedule fire
when they book an appointment with the go highle calendar and get sent to the preall page.
Looks like my screen froze froze. There we go. So we just tell it that and it's going to do pretty much
everything. So much so that that's like literally 50% of it done. Okay, so now we need to wait. So that's pretty much
all we need to do inside of the pixel for now. Now we just need to cool it and let lovable do its thing. Okay, it's
going to implement all the code and do everything into the website to fire the proper data when the proper things
happen. Now um we will also set up conversions API, but that was the pixel part of it. Let's go ahead and wait for
this to finish and then we'll press publish and update and then we'll test it out. Okay, so the pixel ID now is
updated and the lead events fire when the survey is completed and the revenue is more than 500K as well as the
schedule event which is when they go onto the pre-all page. So let's go ahead and test it out. So
let's go ahead and publish and update and let this publish a second. Great. So now it says up to date. We can go ahead
and refresh events manager. And what we need to do now is go on to the pixel that we made, home wise B2B
pixel. Click test events. Go to website. And now choose confirm that your events
are set up correctly. And then type in the URL that we are using for the page. Now while we open this page up, we
should go back and see page view. Let's see if it loads. Page view. Perfect. Now let's see if it processes a lead
properly. So we go through as if we were a company and we have more than 500k per year in revenue. So we would be
qualified as a lead. Yes. One to four reps. and you put in your information. So, let's just do Owen testgmail.com.
Now, that should count as a lead. Yep. Qualified lead and lead. Perfect. Next, we can go ahead and book an
appointment. Okay, go. I'm going to actually remove this
question as well, but schedule or check schedule. There we go. So, now home improvement
account. >> This should count as a schedule. Schedule. Okay, perfect.
I believe that's everything. Now, hopefully this didn't double, you know, double process. Um, I believe it
dduplicates it if it does double process like that. So, it should be just fine. Um, let's see. So, it has a value on
there. Okay. Okay, I don't want any value in there, but it looks like it says it just fixed it. Um,
perfect. So, it should be good to go. We can publish it and update now. And now it's
fixed. And that's pretty much it. So, what's going to happen now is an overview, you aren't going to see any
events for a little while down here. But if you wait around 30 minutes, 40 minutes or so, 45 minutes, see it says
it right here, you will see a page view event here, a lead event here, and a schedule event here. So, it's been like
24 hours. Um, it took like 30 or so minutes for the events to actually show up under here. Um, and I actually
started running the ads. So, it's kind of getting a grasp on like what's going on event wise. And if you could see in
the actual campaign as well, what I went ahead and did is in the ad set level, I set the conversion up to be the data set
and then the conversion event being the lead. Um, and in addition to that, at the bottom of the actual ads, if you go
all the way to the bottom, you'll see that I have the tracking events set on right here with the website events
checked. So, that's like the final steps once you wait that 30 minutes. Okay. So, now we are going to break down how to
set up copy as well or conversions API um to increase the quality of our data. Now to do this, go back to the events
manager and what we want to do is go to setup conversions API. So this should give you an option to do it here. If it
doesn't, you can go to settings and you can basically just scroll down. Okay, conversions API setup with data set
quality API. Okay, generate access token and make sure you're choosing the correct data set, which is this one
right here, I believe. Perfect. So now that that's done there, you generate the access token. You now have that. Copy it
immediately and save it somewhere safe. So if we go into Google Docs, we can just go ahead and copy our access token.
Okay, now that that's done, we can go to go high level and connect Meta to GHL, which we probably already have done at
this point. If you don't, go to settings, integrations, and go ahead and connect Facebook here. Okay, should be
good. We now want to add conversions API action to the workflow. So we have two workflows here. We have the new lead and
strategy call booked. We are now going to add it to the lead one first. Basically in the first step you want to
add meta conversions API. Okay. And we have this right here. Now for this we want to add the data set ID which is the
data set ID which is right here and copy at the top of the pixel. data set ID, the access token that I talked about
right here. Make sure that's good. Okay, so this is going to be a funnel event, and Facebook lead. Zero value, zero USD,
nothing there. Okay, that is pretty much all you need to do for that. So, we go ahead and press save.
It is now going to send the data um to Meta when you get a lead. Okay, next we are going to do that for
the strategy called booked automation as well. So we do meta conversions API here.
Funnel event access token is the same one. Data set ID is the same one.
Facebook event name is going to be schedule value nothing. And then save.
Okay, there you go. Now we need to test it. So to do that, let's go ahead and submit the survey with your real name
and phone number and go to events and just go to the test browser. So if we go to the test
um let's go ahead and make sure this is published and updated as well. Okay, so now that this is updated, let's go ahead
and do a test. So if we go to test events, we can go to the correct pixel, click website, and do one final test.
Let's go ahead and clear activity and go ahead and do the second one and put in our funnel link
test events and go through as if we were as if we are a lead. So let's do this one million year. Yes. One to four reps.
Let's say my name is Owen Jenkins and I'm submit. Okay. Let's go ahead and also book a
call. Okay. So let's see what data we have that's accurately tracked. >> We have page view lead schedule.
Boom. So that right there is everything that you need to know. Now like I said in you know the start of the video that
in overview you will see no events for like 30 to 45 minutes. Then you will see page view, lead and schedule here. Now,
once that's done and it's active here, all you have to do is add it to the, you know, to the adset and you're pretty
much done. So, that is how to set up pixel. I hope you enjoyed this video and um yeah, I'll see you next one. Scaling
philosophy. If your rorowaz is positive, so your return on ad spend, so like let's say
you spend $1 in ads and you return $3 back, that's your rorowaz, and it's positive, you want to scale your spend.
To scale your spend, scale spend by 20 to 30% every two to three days to avoid breaking it. If you're currently
spending $100 a day in ads and you jump it up to $200 a day in ads, you are going to completely break everything and
get back into the learning phase and it is not going to be it's going to break your campaign. Like you won't get good
results. So, there's three different levels of making decisions off of data here and
metrics when running ads. Now, I recommend using this philosophy to kind of help guide you. And it's kind of a
funny meme, I know, but basically it says to not really focus on these nerd level
three metrics. They honestly aren't that big of a deal. They don't matter. And the only reason they matter is if
there's a problem with the two because it's a hierarchal like hierarchy of a system. So like let's say rorowaz is
bad. Then often times there's a problem with one of these metrics. And this is kind of how you want to think about it.
If there's a problem one of these metrics like cost per call for example, there's a couple things that impact cost
per call. all of these, you know, a couple things here. So, the point is is like there's certain
things that impact these level two metrics. So, if your rorowaz is bad and you're not getting the return on ad
spend that you need to and you know your rorowaz from the tracker, it should be at the end of this. If your rorowaz is
not positive, then you have to change something. Okay? It's very very important. And the
way you would do that and think about this is starting with your level one metrics. If your os is bad, going to
level two, figuring out which ones impact level two with claude or whatever it is. You know, you can ask out of
these metrics claude, which one affects my cost per shot, cost per call, and it'll tell you exactly. And that's kind
of how you want to think about going through this. So, here are your actual benchmarks.
Now, in terms of CPM, you want your CPM to be anywhere between, you know, 30 and 40,
like around $40 to $100. It should be lower for B to see, but like I would honestly say anywhere
between 40 and $100. So I'm just going to like quickly change this be like 40 to, you know, roughly 100. That is a
healthy CPM. Anything above that, it's like you have a problem with your ads. And I do have, you know, a lot of
information on improving your CPM right here. This is basically how much it costs Meta
to push your your ad out to a,000 people, right? your cost per cost per millie, I guess it's called, which like
your cost per thousand impressions, how much it costs on Meta to push your ad out. Yes, I've seen people with $400
CPMs because their ads are bad. So, Meta just doesn't want to push it out. CTR, unique outbound link. This is the
click-through rate, right? This is what we mentioned below or before. Now, once again, I have a resource to
help you, you know, fix this. But your target is at least 1.5%. And the actual specific metric here, um, it should be
in your metric tracking, right? It should be right here. CTR and CTR link. Your CTR link should be 1.5% or better.
That is a healthy ad. So, I'm seeing this right now. Like, I'm looking at this and this is one of my ads. I'm I'm
seeing this right now that there is a problem with my CTR link. So, then I would go through and go to the document
that I have for you and I'm proving that CTR to get better performing ads, you know, to eventually improve my metrics
and make my rows better. But um that's CTR should be at least 1.5%. Hook rate is basically
whatever one you can get that's the highest in your batch. That's what you need to know. So it's just the first 3
seconds divided by the impressions. And then frequency you want um roughly anywhere between like 1 and 2.5ish
roughly. Frequency is just how many times one each person has seen your ad um that's been targeted by it. So, if
someone's seen your ad like six times, like, oh my gosh, like yes, you need to probably change something. Um, but this
isn't really that important to be honest. Like, it's not going to really impact the metrics as like much. The
biggest ones that are going to impact performance are these two CPMs and CTR in terms of conversion. So, this right
here is all about traffic. this conversion like or these metrics in terms of conversion. So basically
someone clicking on your ad to becoming a lead. Landing page clickthrough rate or landing page conversion rate is going
to be your highest leverage needle mover to basically improve um results. VSSL play rate also has a strong impact. Um
survey and form submission rate should be around 45%. Page load speed should be you know less than 2.5 seconds. And
obviously I do have a resource to help you improve all these things. But the landing page conversion rate, so
basically you know details on how to actually like how that metric works and what that is. It's basically like
however many unique landing page visitors, how many qualified leads came out of that. Okay, that percentage
should be 5 to 10%. A lot of people have a constraint here. So there's a lot of things that we can do to kind of pull
the needle and improve that metric, which we'll get into. But um just know that your KPI, your ideal target metric
for that is 5 to 10%. VSSL play target 20% survey/form submission rate which you could track by using some kind of
better form software. So for example, a lot of people inside of their funnels, they will use you know a different kind
of form like um type forms or you know lovable is what I use because it's just better. So
for example, my survey looks like this instead of the go high level one because we can get specific data on how many
people and what percentage of people are filling out that form to see whether or not it's in KPI to see how our friction
is. You see it's all numbers game here. Page load speed um 2.5 seconds or less on mobile. Test this out and time it.
And then booking and sales. So basically going from a lead to an appointment to a close. Here is your target KPIs or
target metrics for what you should be looking for or key performance indicators. So 4 to 6% um should be your
booking rate. Otherwise known as 90% of the people who apply should book. And what I mean by apply are people that go
through the survey that are qualified. 90% of those people should book. That is another reason why I decreased a little
bit of friction by putting my booking page for example at the end of this form. I'll show you submit. I have the
booking page right here. So there's not like an extra page. Load speed less than 2.5 seconds on this page as well, which
is good. And we have a booking page. I don't have that much availability. So, this is something that I could do to
improve. Well, actually kind of do to be honest. And then also it autofills the information from, you know, the the last
page. So, that's another thing. Actually, I'm not sure it does. It might just be because I've filled this out so
many times, but that's another thing you can do to improve um, you know, decrease friction and improve the metrics. Uh,
but the point is these are your KPIs. 5 to 10% should turn into, you know, of people that are qualified applicants
should turn into bookings. Um, and yeah, so that's your booking rate. Your show rate should be around 50%.
Anywhere between 40 and 60% is your target uh for B2B calls. For like my program, for example, the, you know, KPI
is 80%. So all these metrics depend heavily on like what you're actually selling and what you're doing. to find
out exactly what's accurate. You could either just be in, you know, have more experience or um ask Claude, you know,
situationally, but um your close rate should be ideally around 25%. So 20% is more realistic there, but ideally 25% or
better. Speed to lead under 5 minutes. So if you can hit all these targets, you'll be extremely profitable and
you'll make a lot of money. Now the keystone metrics which are the only metrics out of all these that actually
matter are the front-end rorowaz LTGP to CAC cost per result and the kill threshold. So frontend rorowaz is like I
mentioned in this tracking sheet is how much money we make up front off of our ads after having spent ad spend. Now KPI
if it's 2x time to scale it. Okay if it's 1x break even it could be even fine right? If we spend $1,000 in ads and
make $1,000 back up front, that's just fine because chances are we have backend cash to make up for it, right? We have
recurring revenue from every single client. Um, LTGPAC,
you want 3:1. I will explain everything about this soon. Basically, for every dollar we spend on acquiring a new
client, we need to make at least $3 back for that $1 over the lifetime value, lifetime profit of a client. That is the
health of our business and this is the floor. I'll explain this later as well. Cost per result. Um yeah, this depends
on your what you're offering basically and like your comp like completely depend on your offer, right? If you're
doing $100 upfront and pay per results like your target for your cost customer acquisition cost or your cost per
results is going to be like $100 $250, right? Um the point is like as long as your front end rorowes is good like this
is the only metric that matters here. kill threshold or otherwise like when to kill an ad. If it's too extra target,
then kill it. And I will explain all these more in detail. It's just it's important that you know that these are
your KPI benchmarks. Okay, these are what you're looking for ads. You have any question about what's going wrong
with your ad. You will perform a bottleneck analysis, which I'll explain to basically cross-check your ads and
your metrics with these KPIs and to see what you need to fix so you can make a decision off of data and not feelings.
So to use this table when your rorowaz is off walk through this from top to bottom.
Okay. And basically find what you can easily two to 5x to improve all everything else.
You know the thing is is like this game of testing and improving with data. A lot of it has to do with
experience. But what I recommend is giving Claude this entire PDF on how to run ads saying only refer to this
resource and help me make decisions on what I should do and then give it your metrics so that you can make the
decision yourself. Test it out yourself. Figure out like what decision you think you should make. You know, like let's
say you have all of your metrics in a similar looking graph and you're like, "Okay, my clickthrough rate is a little
bit low. My CPM is a little high. My landing page conversion rate is a little bit low." You can ask claw and be like,
"What is the highest leverage thing that will, you know, give me a two to threex results on that change to make me more
money and get you better cost per results?" Keep in mind these target metrics and
KPIs are not perfectly accurate because they are dependent solely on your niche. Okay? But these are in general healthy
numbers for most offers and you can use these kind of as a rule of thumb as a floor when making decisions. Scaling
rules. If my front-end rorowes is below break even or below 1x, I pull back my spend 20% and run a bottleneck analysis.
So when you run ads, it's important that you set some scaling rules for yourself about rorowaz because obviously this is
the keystone metric. If my front end rorowaz is between break even, so it's between one and two, then you run a
bottleneck analysis to see where the bottleneck is. You know, you dive into those level two metrics like I mentioned
and you solve and you keep spending, you know, the same thing. So this is just the general rule of thumb what you
should do if your rorowise is one even break even um you could either pull back spend by 20% and run a bottleneck
analysis or if it's fine and you have enough backend cash to justify it then you could just keep it the same and you
know keep your spend the same. If your front end row is between 2 and 3x then increase your spend by 15 to 20% every 2
to 3 days depending on the aggression and sales velocity. Yes, I will explain how to actually do this. If your front
row is above 3x then scale 20 to 30% every two to three days. Um once again depending on aggression and sales
velocity and like what your sales team or who you know if you're running your sales team like what you can actually
manage with your calendar bottleneck analysis. So if you have an issue the goal is to figure out you know which
bottleneck is bottlenecking the overall performance because oftent times there is usually one or two things that
you can fix to like two to 3x your entire results. And keep in mind this is a hierarchy right? So, you want to start
by looking at the level two metrics, seeing what the biggest issue is, which for most people it's probably going to
be the cost per call, but sometimes it's something else. You know, if it's your qualified rate, it's how you're
positioning yourself and how you're running your ads and you not knowing your audience well enough, your target
audience. If it's your close rate, you know, it's your sales ability or your sales team ability. So, you want to
train them better, you know, you know, become better at closing. If it's your show rate, your pre-all processes need
to get better and you know your triaging whatever it is. If your cost per call is the problem, then we can handle some of
these ad metrics to improve your ad results. That's how we kind of want to think about these things. So if your row
isn't good, just initiate one of these analysis like a bottleneck analysis and compare your seven or 14 day stats with
your original KPIs to see what you can two to 5x. So the way that you do this is you go into your track ad tracking
compare your 7-day data, you know, to start with the ad tracking sheet and basically from there you would use that
and compare it to your KPIs or what you're going for. So let's say it's these data, this data points right here,
which honestly you should have your own KPI benchmarks for your own specific niche. But you go based off your target,
compare it to your current tracking. Let's say your unique link clickthrough rate is 1.12%. And your KPI is 1.5%.
Okay, that is room to, you know, flag that and keep that in mind. Let's say your CPM is a little bit high and mine's
28 here, so it's no problem there. Let's say your landing page conversion rate is a little bit low. Like, you need to
basically do an analysis and see where your constraints are. Okay, honestly, I don't really have any constraints here
because this is a healthy rorowaz. So, then I would just scale the spend. And that's kind of how you want to think
about these things, right? And what's good is that once you have a proven offer and ad structure and campaign and
landing page and you have all this stuff figured out, you don't have to individually track for each and every
one of your clients, you just kind of have a winning system that you could use for every single client that's
repeatable. But often times you will have to do this multiple times to figure out like what's working and what's not.
Can't we just copy and paste it? So yeah, just see what you can two to 5x. Believe it or not, like this is so fun
to me like looking at this data because like you know if you're looking at your data and you find that you have a clear
constraint like your clickthrough rate you your unique link clickthrough rate is like 0.8 like all you have to do is
change your ads using the sheet that I have to help you with it and like double your results and half your cost per
lead. Like it's literally that crazy how one one of these metrics can completely determine how much money you make. you
can make double the amount of money. And let me remind you again, all it takes is one winning ad to make a ton of money.
Like, I literally have made $50,000 plus off of individual clients from one picture ad that you can make in 5
seconds with Hicksfield. All it takes is one winning ad. So, that's if you know how to actually scale
the ad and not just, you know, get caught in the the loop that most people do. But yeah, if we find that one of the
level two metrics are the bottleneck, then we start messing with the level three nerd metrics and most of most of
the time like your cost per call is going to be the constraint because people are just like struggle with
running successful ads especially, you know, in the current state of the market. If you want to get a cheaper
traffic cost, CPM, CTR, like these things, I have documents to help with that. Better, you know, click to optin
rate, lead to appointment booking rate. These are all the metrics that you know have to do with, you know, getting
cheaper clicks from meta and getting more clicks on the ads, you know, clickthrough rate. And then these are
the metrics that are affected by like going from click to getting more leads, getting more leads per click. And then
these are the ones on getting more bookings per lead. I went ahead and grayed out the metrics that don't
actually have that big of an impact here and bolded and gave you resources to help you solve the more important ones,
the keystone ones. This is extremely valuable. You should bookmark this because you'll use this often to improve
CPM, which is basically like how much it cost to give your ads to a thousand people from meta.
It generally means that your ads suck. Like that's the highest leverage thing. So, what you could probably do to
improve your CPMs is just have better ads. But if you're dealing with high CPMs, use this checklist to lower it.
Number one is the bidding strategy. So, when you run ads on Meta, you're simply just competing against other
advertisers, right? So, this is what happens when you put no cost caps or cost per result goals. So, inside of
Meta, inside of an ad, you can basically set a cost per result goal. So, bidding strategy right here, you could do cost
per result goal and set an active cost per result goal of like what you're going for in terms of ads. Now, let's
say it's cost per result goal, which is the average cost per lead. For concrete, let's say it's, you know, it's B toC, so
let's say you're going for like a $30 cost per lead. You would set that as the goal. And basically what happens when
you do that is you kind of give Meta insights as to what it's what you're willing to auction in because all of
this is just a bidding auction, right? Without telling Meta this bidding auction will do whatever Meta chooses
and you know which includes being a part of more expensive auctions, right? So here's what I mean
by setting a cost per goal. So let's say $100 for cost per booked appointment or schedule event inside of Meta, which
would be the cost per result that we'd be targeting with, you know, B2B ads. Your if your CPM shoot up after doing
that, then it's likely meta telling you that given your current optimization event, your creative optimization, your
creative v visuals, like what your ad actually is, your account history, all this stuff, you just aren't possibly
able to hit that cost per result goal. So you'll have to change one of these things.
This will basically give you insight as to if your ad or your process is good enough given the state of the market and
what you're going for, what metrics you actually want. So, bidding strategy is something you can do to improve your
CPM. Um, it will improve your CPM if it's fit and this is just fine. Optimization event, you can simply, you
know, choose the event that you want at the adset level. I would recommend, you know, because like if you go from lead
optimizing for leads, like if I show you in the adset here and you optimize here for maximize number of leads and why
don't I go into another campaign that's like not doing a lead form so you can get a good example of this. If I go into
an typical ad set, you can maximize number of leads and use a conversion event that's either schedule or lead
here, right? If you switch from lead to schedule, your CPMs are going to go, you know, this will change them a lot. So
you should always optimize campaigns around the furthest bottom of the funnel event that you have enough volume for.
That is the key. So the bottom of the funnel event for lead genen would be probably a booked appointment for most
people, right? For call funnels, that's why you want to do schedule. Um for lead genen, I recommend you do lead actually
because all this really just matters. It's a matter of like how much volume you have. If you choose schedule and you
don't have that much volume, it's going to take Meta a long time to optimize and it's not going to ever really get out of
the learning stage. You know, if you're spending $50 a day and you're optimizing for schedules, that's going to happen
because you don't have enough budget to get enough schedules in to optimize. So, you want to lead in that situation with
a lower budget. That's why it says learning limited because my budget here is only like $150 a day or what is it
like$1 $135 a day. That's not enough given the ad creative and process I'm running to get enough
schedules. So the learning is limited. So here you'd want to go and do a lead. But my solution here is just to increase
the budget and not worry about it because um I want more accurate tracking and I'm actually collecting leads for
this offer. Whatever it is. So basically like I said this is how to know what schedule and optim what event you should
basically optimize for. Placements. So placements can give you very cheap CPMs but bad traffic. So what I would
recommend you do is in the adset level, choose only Facebook, Instagram, okay? By choosing Messenger, audience,
network, and threads. These three give you really cheap CPMs and get you in front of a lot of people, but it's not
good traffic. So just stick to Facebook and Instagram. That's something you can do to improve your CPMs. Time of year,
holidays, and things have an impact. And a good example is like my cost per lead for my roofing clients doubles in the
winter time. And that's literally just because most people don't get roofs done in the winter. Another thing is weak
creative visuals. This is the most high leverage thing. Meta wants to push good ads. So if your ad is visually appealing
and native to the platform, it will push it much more. If you use visual hooks, you know, and you use like wide like,
you know, a whiteboard in your ads or a ladder, you're holding a ladder, whatever it is. Like cool and fun ads
scale heavily. And if your visuals look bad, then you would just get higher CPMs. This is an example from a video I
watched at a mastermind. This guy was getting $300 to $500 CPMs because the ads looked so bad.
It truly has a big impact. If you literally have a bad looking ad versus a good-look ad, you get 10 times the
better results. Keep that in mind. So, make sure you look the part. If you're selling to
high-end business owners and founders doing like millions of millions of dollars a year, you should be in a
higherend studio. If you're selling to contractors, be out on a job site, be outside, be walking, be in a car,
whatever it is. Clean audio and video is very important as well. So, make sure to add in visual hooks. Props help. You
know, for example, if you're recording an ad for roofing, literally record it on a roof. If you're recording general
ads for contractors, hold a ladder, have a construction hat. Just like be fun with it. This is a, you know, an ad I
made when I started running paid ads of me literally recording on my roof for roofers. Weak messaging. If you have
weak messaging, Meta won't push it as well. This means that what you're saying isn't actually speaking to your ICP and
it's not resonating with them because right now in terms of the market, like for Meta, messaging is targeting. What
you say will put you in front of the right audience. So, make sure you say the right thing to the right ICP.
Non-native ad, make sure your ad is native to the platform. So, if you're running video ads, make sure that it's
not like a black screen, like a blank screen with a YouTube video format for the ad. Keep it native to the platform.
Um, so if you're running Instagram ads or meta ads, you want to have ads that look like they're just basic videos on
meta, just like this, formatted properly, handheld kind of vibe. Um, and honestly, this is a little high like
quality, but I am targeting business owners. That's the reason why. So, that's something. And by the way, I want
to just mention that the line between organic and paid ads is almost one to one nowadays. And what I mean by that is
like you can basically post content that's organic content and if it does well, post that as an ad and run it as a
paid ad and it's one to one. So like it'll work really well. So keep that in mind. Inactive Instagram and Facebook
page. If you haven't already, watch 1.35 in the program to learn how to warm up your Facebook and Instagram account.
It's very important if you're running any kind of ads for yourself or your clients or whatever it is. If you don't
have an active account and like an engaged with account, this can majorly affect your C your CPMs.
Obviously, like having proof on your account will help conversion, but the biggest thing is CPMs, right? If you
have an inactive fresh page that's just gotten created with no followers, no engagement, no posts, your CPMs could be
double of what they would normally be. And that would literally double your ad result, like your cost per result, which
is sometimes the difference between profitability and not. Create a format. Try new formats. Okay, here are just a
few formats that are crushing you right now. Static ads have always crushed it. You know, like one of my best performing
ads um is just that simple ad that I showed you earlier in the video. It's just a static ad. For example, this
one's crushing it as well for me right now as well. Just a picture of a red creative with white text. Uh split
screen videos with visuals on the bottom half. A lot of people are doing that. Um, so like going through a mirror
board, for example. Instagram style Q&A videos are crushing it right now. So, yep, I might rip some of these for
contractors. YouTube style educational videos have been working well. Whiteboard this or that. Viral hooks,
direct camera. So, you know, my messing with what a viral hook is, like a viral video, and then basically switching that
to a direct cam direct direct camera ad, which is basically you just talking to the camera. AI hooks, skit style ads,
selfie videos, driving or walking. These are all things that are crushing it. Um, try new formats if you want to increase
or, you know, decrease your CPMs and make them better. Another thing that people mess mess up on here is having no
creative divers diversification. You really want if you want healthy CPMs and you want meta to push out your
stuff, just test out more different kinds of creatives. So, if you want details on mastering the Andromeda
update, this is a resource from sell more online. And I can't give take any credit for this um from Evan Sichch
which is you know one of the founders of like how I look at ads basically. So here's a bunch of details a 54page
document about Andromeda ads. If you want to learn more about that you can do that here. If you have slow page load
speed so and by the way this is common with go high level sites. That's why I have most people use lovable. This can
negatively impact CPMs. So these are all the needle moving things that you can do if you have high CPMs. I know it's kind
of detailed, um, but it's very important that I cover this because that's one of the most important things, right? If
your meta is not pushing out your stuff and you're getting a $100 CPM, like you got to change something. Otherwise,
you're not going to be able to get any good ad results, regardless if your ad, regardless of your landing page,
regardless of your sales process. So, we'll start there. Number two, if your C your CTR is the issue and it's not 1.5%
your unique link clickthrough rate on meta, then here are things you can do to improve your CTR.
Once again, CTR is the, you know, the click-through rate of your ads. So, it's the amount of people that click onto
your landing page or destination from your ad. The actual accurate metric from Ads
Manager is unique outbound link CTR percentage. Okay. So, if you want to see what it is specifically there and I
actually have this auto calculate to make sure that it's completely correct in the gray here. So, then you also have
to fill in less data on your end. So, by just putting in your link clicks um your clicks all and your impressions, it will
give you the correct calculation which is just link clicks minus impressions or divided by impressions. So, that'll be
your clickthrough rate. Now, target is 1.5%. if it's less. This generally means that your ad offer or your messaging
just wasn't good enough. So the first thing that we can kind of pull here, the first thread that we can pull to improve
this is your messaging quality. So this is just how much your audience resonates with your message. Whether it's a
picture ad or video ad, it doesn't matter. Is what you're saying speaking to your audience's pain points, desires,
circumstances, results, um, or needs, or is it just weak and broad? The questions you want to ask yourself to improve your
messaging quality is, are you being direct enough in your CTA or your call to action? Is it clear what the prospect
needs to do next, is the offer clearly articulated and tangible enough? Is your hook strong enough? Did I use too much
jargon and BS? Is the ad too long? Is the ad too short and lacks context? Did I show any proof? If it's too broad or
something like they don't want it, okay, they won't click. it has to remove logistical
intensity. So, as a bonus, you can use this resource to help understand your audience better, which will help with
your messaging quality. Um, like I said earlier on in this video, now emotional urgency. Having more emot
emotional urgency can help your CCR by putting the prospect into a state of pain. The goal here is to get the
prospect out of scroll mode, to take them out of the mode that they're in. Because if they're on meta, they're on
Instagram or Facebook, they're likely scrolling. For example, ad one is if you own a local business, you should be
doing online marketing to get more leads and grow. We help we can help you get more customers, book a call with us
today. Ad, if you're a roofing contractor in city and you're tired of buying share leads that four other guys
already called, we help homeowners or we book homeowners onto your calendar for quotes and you only pay when they show
up. Ado is a billion times better because it resonates so much more with your target demographic. like you're
going through a painoint. It has life. It feels real. So like this is the the the importance
of having some emotional urgency and really knowing your audience. That can mostly like have the biggest impact on
your CTR. Good visuals and good messaging mean high CTR
offer. Even if your ad is great, if your offer is not good enough or not something people actually want, then the
ad won't perform and you will get a low CR. It could be something that people want but the way you articulate it is
the problem because remember like your offer is not you know theiding the deciding factor here. It's your
perceived offer. It's like what they actually hear from you. So again this is why you need to understand your audience
and your ICP. It's very important. Changing this will also influ influence every other metric. So like if CTR is
low like please don't just change your ad offer your complete offer like don't do that but this can be an impact and
something to look at. Resonation. Now, your ad must resonate with your target audience. So, this includes the ad
visuals such as what you wear, the environment, the actual ad itself, and also the message as well. So, how you
grab attention, how you articulate everything. This is really important. Like, if you're reaching out to a
high-end business owner, you know, million dollars a month plus, you need to be extremely articulate in your
words. You need to be concise. You need to understand like you have to talk a certain way to these types of people. If
you're reaching out to a local contractor, you're like, "Here's how we can get you guys some more jobs on, you
know, where you only pay with a homeowner if they sit down." Like the language difference between those two
things is sometimes, you know, the deciding factor into how much they resonate with you. Ad length. Some ICPs
resonate more with longer ads and some with shorter ads. So, test both and see how they perform in your specific niche.
Now, weak messaging is a big thing as well. If you have weak messaging, Meta won't really push it. And once again,
that's literally just that you aren't actually speaking to your ICP and it's not resonating with them. Messaging once
again is targeting. A non-native ad once, make sure it's native to the platform. It's very important. Like this
is all things that are in the CPM's part as well. Inactive Instagram, Facebook page. I won't really go through this
again. Creative format once again try new formats. No creative diversification as well as page load speed. So these are
all things that can improve CTR or, you know, hurt CTR as well. Um, but these are kind of the biggest things.
Honestly, the highest leverage thing you can do here is just your messaging, asking yourself these questions,
understanding your audience better, having more emotional urgency, and making sure that your offer is good,
that you're resonating with them, and you have good visuals. A lot of things to check, but this is what you can do to
improve your CTR. So, th that's pretty much what you can do to get a cheaper, you know, cheaper
to get the click or to get more people to click. Now, once they actually click, how do we make sure they turn into leads
or booked appointments? To figure this out, we need to learn about landing page conversion rate. This metric is the
amount of new qualified leads that come in divided by the unique landing page visitors. So, how many total visitors
there are on landing page. For example, let's say you have 500 landing page visitors and you get 40 qualified leads.
That is a good example. There's a couple things that we can do to improve our target landing page
conversion rate, which our target is 5 to 10%, but there's a lot of things we can do to improve these metrics and get
them to this point. Number one is the page load speed. This is a very, very important and not many people think
about it. Use a Google page speed test. You can literally look up like I can do it with you, Google page speed test, and
literally just see your actual page speed test. Okay, if your page is slow, host it on Cloudflare and turn on all
the speed optimization settings and compress images, etc. Number two, branding and visual
credibility. It is crucial that you have visual credibility. Now, I'm going to ask you this. Which one of these looks
more credible? Okay, now the thing is is like I would use AI
or you know lovable to do this for you or pay for it to be done professionally. Keep in mind it must be mobile first.
Okay, so you need to fix the mobile view on the funnel. Make sure that it's built for mobile you know and not the
computer. It's very important. Um, messaging congruency. The landing page must be congruent to what ad that they
clicked on. If the ad says one thing and the landing page says another, people will click off. So, in my opinion, the
best strategy to go about doing this is like test out ads, see what ad performs the best, then because you know that
it's resonating with your target ICP, then change the landing page headline to match the ad. So, we're not guessing
headlines. You can take it one step further, by the way. If you find a winning message on the ad and use it in
your confirmation emails, pre-all content, appointment reminders, all these things to improve your congruency
to be way more congruent and to get way better conversion rates across the board. Remember the more better new
framework page experience and information. It's important that your page is easy to use, that it looks good,
has important information above the fold, right? So like before people scroll, that's what above above the fold
means. It's not like unresponsive. When looking to optimize for page experience, do so by asking yourself what's stopping
someone from taking action on the page. You know, is the copy confusing? Do they have to scroll to click the CTA? Is the
application survey or form smooth and well integrated? You know, is there too much information on the page? There's
like an information overload. Your page must answer all these questions. What is this? What results can I get? Can I
trust these people? What do I have to do next? What problem does this solve? What do I need to do on my end to make this
work? What you can do once again is file download this as a PDF. It's in the resource section below and
send this to Lovable to make sure that it checks all the boxes. Sections must include social proof, FAQ, but no fluff.
And if it's cold traffic, just make sure they have enough information about like you and what you do to book a call or
apply. This is why I like using a VSSL for cold traffic, especially like B2B ads. And that's why I have one built out
here is just for the sole reason that like people don't have enough information about who I am, what I do
and proof. So I like to fill them in with this information here so they know more about me to, you know, apply or
book a call. Application questions. These questions will largely impact the friction. So don't start off with a lot
of questions. Like I said, start with minimal minimal questions. See the quality that comes through and then add
friction if needed. As agency owners, we need to know the revenue of our prospects as well. and to
do this in the most friction frictionless way possible. So if you ask for revenue, say something in the
description below the question like we ask for monthly revenue so we can tailor our best strate like our strategy to
your budget. So for example, what revenue range is your business currently at per month? We only ask this to make
sure we can offer you the right services for your specific business. Or if you want people to tell you their actual
revenue at higher rates, what is your target revenue in the next six months? Cool. X to X. Now, what is your current
monthly revenue? Okay, so for your application questions for your funnel structure to improve your landing page
conversion rate, always do some kind of non-revenue qualifier. So, for me, it's usually like what's your company size or
like are you the owner of the company, a revenue qualifier, you know, with a justification statement, like I said
earlier, to basically make sure that they make enough money to deem to be qualified to work with you and to
consider themselves as a lead to you. Contact details. If it's B2B, add a website so you can basically get their
website as well. And then partial submit, turn that on and make sure that whatever survey or form provider you
use, whether it's tight form or level, has an option to partially submit. So you can get their information even
though they don't fill out the form completely and submit it. Some people just forget. Additional questions used
to increase friction or aid in the sales process. Okay. So in the beginning with your ads, you want to get as much
throughput in as possible to feed the pixel without being too heavy on qualification. So, be a little loose
when you first launch your ads. Maybe don't have all of these qualifying questions in here and additional
questions. Um, literally just have the most important ones because the survey submission rate KPI is around 45%. And
anything lower than that, there's likely question causing major drop off. If that's the case, what I would recommend
you do is start using type form to track specific question drop off. And lovable can do this for you. you can just ask it
application user experience. So make sure that the application is full on screen, full screen on mobile when they
fill it out. This is another little thing just to improve the survey, you know, submission rate. Um, what I
recommend you do is have a pop-up form. That's what I have. So, I have a pop-up form that pops up and you just need to
make sure that this is full screen on mobile because it can be kind of a nightmare to fill out a small
application like this that it looks great on the computer, but on mobile, you know, if you have to type certain
stuff in and select these options, it's kind of a nightmare. Think about also your ICP if they're a little bit older.
The text field size also should be 14 to 16 pixels. Otherwise, it will make the phone zoom in when you put in the
information. So, like let's say you put in the information right here, when you start typing it in, it is going to zoom
in um on mobile. So, it's like very important um that it's the right size and people should not have to fill out
their information twice in order to book a call. Okay? So, like if you have a survey with full name, phone number, and
and email, this should carry over to the calendar. And if you need help doing that, contact use lovable, use custom
fields, UTM parameters whereby they fill this out, click submit, it adds us to the, you know, your URL of like a
question um eel equals it'll be something along these lines or slashquest eel or whatever equals and
then they'll be like the first name whatever and it'll take that information, put it onto the calendar
just so they don't have that added friction of filling out their information again. Um, as far as VSSL as
well, make sure the play rate and engagement levels are as at least six like 20%. And if you want to increase
this, use Vidalytics. You can add a video thumbnail to increase the play rate, rewrite the page headline as well
to increase the curiosity about the VSSL. Um, you can use some kind of visual aid in the VSSL to make it more
interesting as well, you know, to be clicked on. For example, I use a slideshow, so there's some visual
elements so people are more interested to click on it as well as these nice captions. So, these are just all
improvements that you can make to improve your landing page conversion rate to hit that target 5 to 10%. This
applies for B2B and B TOC. Okay. Now, if you want to get more bookings from your leads, here's exactly what you
can do to improve your booking rate. Okay. Obviously, this is the amount of new appointments that get booked from
the unique landing page visitors. So, if you have 500 unique landing page visitors and you get seven appointments
booked, then that is your booking rate. Target booking rate for you or your clients is 4 to 6%. That's a healthy
funnel. Your booking rate should be similar to the landing page conversion rate. But
two things that can impact this is call availability. So making sure that you have enough availability on the
calendar. So you know the more flexible you are with your calendar availability, the lower the cost per booking will be.
But keep in mind this will also impact show rate. You know you want to be more flexible so people have options as to
when they can book. Something that helps with this is using 15-inute increments so people can book at, you know, 10:15,
10:30, 10:45, etc. And then user experience as well. You know, make sure to pass the details from the application
to the calendar step. If you use lovable, they can do it for you. Um, another thing that impacts performance
here, your booking rate is having separate pages for your form and your calendar. Um, you want to combine the
two in the same funnel or survey. And that's why I put the booking calendar page at the end of the pop-up survey
instead of a separate page altogether. These are like more limiting factors of why you shouldn't use go high level for
stuff like this and for funnels. You should probably use lovable or something that's a little bit more native to the
actual platform. Okay, so now I'm going to go ahead and do a live bottleneck analysis to kind of like break down how
this actually goes on the day-to-day process. Let's go ahead and do a live bottleneck analysis. This is a real
campaign of mine and it is a bait and switch campaign. Um, and I can actually show you the creatives that this
campaign has. Majority of the spend, it's a lot of ads, um, but majority of the spend, I'll show you what it comes
from specifically, it's mostly from ads that look something like this. This account is disabled, so this is an old
account, but um, most of the ads look something like this. So, basic creatives, similar to ones that we
showed you earlier, and this is one month of data. Now, this is enough data to get some actual signal to know like
whether or not these ads are good and stuff. So, that's why I'm using this um data. I have new ads, obviously, newer
ads, but this one has a decent amount of data for the singular ads that are in here. Yeah, let's just go ahead and do a
bit of a bottleneck analysis. So, first thing I'm going to do is send my KPI benchmarks um to Claude. Now, keep in
mind these aren't like exact metrics, but I do want to give Claude at least something to go off of just kind of help
me make this decision. So it's not completely based off of my you know me basically. So let's go ahead and attach
these say attaching KPI benchmarks roughly not exact because that is for home improvement overall and this is ads
for roofing. Okay. run a bottleneck
analysis based on these metrics and what my constraint is.
Okay. And then basically what you do is just give it your data. So there's the first part of data there
and then the second part of data right here. Now we can basically give it our data
just like so. attach it all and just have it start running it. Okay, so that is what we're
going to do and while that happens, we're going to do it ourselves. Okay, so let's go ahead and take a look at it
ourselves while Claude is doing the work on the back end. So first things first, this is a real campaign obviously. So we
are going to go ahead and see the keystone metrics first because obviously like the keystone metrics is rorowaz,
LTGP to CAC, cost per result, kill threshold. So let's look at the rorowaz. That's the first thing. First things
first, the upfront rorowz is 2.49 and the revenue rorowes based on lifetime value is five. So, this is a healthy
campaign, okay? Not much needs to change to be honest. My CAC is $84 and my average upfront cash is around $2,000
because I have six sales, $12,000 total in upfront cash. Um, so right off the bat, this campaign is scalable. This is
a live campaign of mine. I'm just good at running ads, so like it's hard for me to find like a failing campaign to like
con show you the constraints and stuff. But I will say like we there's so many improvements we can make to increase
this upfront row as to be much higher and make it much better as well. Um so just to take a look at things in
perspective just like every single metric all of these are in normal CPMs are in KPI that's fine 20 to 80 is good.
Um CTR all and then C unique CTR is 0.69% for the whole campaign that's very low on average. So this is a huge
constraint like this should be double to be honest. Okay, landing page conversion rate is insanely high. So that's how we
kind of make up for it. And the reason why is because we're losing lead forms here. That's why it's so high. Gosh
bleeds good. Basically, the CTR on average is quite low. But if we take a look at all the ads individually, the
unique CTR for some of them is high and good and the rest of them it's lower. Um, so 1.22 is actually pretty good. So
we would basically double down on this ad specifically. This seems to be the winner here based on metrics and we do
have enough spend to kind of justify that. Um, and obviously we are running lead form for this. Um, so and the see
here now with the booking page at the end. So next up is qualified leads disqualified. I actually don't have this
data cuz this campaign was a little while ago, but I do have the no-show. I was getting I got 31 no-shows out of 71,
which means my show rate was roughly 44%. That is low. Okay, that is a constraint.
My close rate is good because I got six closes out of, you know, however many shows, 40-ish. Um, that's pretty good.
that's within KPI. So everything like is fine. My CAC is $84, but I collect an upfront cash of 2K. So it means I have
clients client finance acquisition. So I can scale pretty aggressively here. Um so what I would do if this was actually
my campaign is I would just scale it. I would literally wait, you know, I would scale it 20 30 20 to 30% every two to
three days until something breaks because my upfront row is good and my revenue res or my LGP to CAC is high as
well based on the contracted revenue. So, it's good. Like, it's healthy and it's scalable. Now, there are
improvements that we could could make. Like, we could increase the CTR link by doubling down on only that specific ad
and getting rid of all the losers. That, right, that alone would probably get me like way more leads and appointments.
Um, and then I would also prefer to actually use a landing page instead of a lead form just so this drop off isn't as
high. So basically, if you were to fix something here, just kind of like to give you an example about how you would
look at these constraints is you would duplicate the ad set and only use the winner, the best ad that had the best
unique CTR to improve that. And in addition to that, I would switch to a landing page to prevent this huge drop
off. And um yeah, and then also improve your show up rate as well. So there's obviously there's levers you could pull
for that in the sales module if you want to know. And but other than that, like you actually don't even need to do
anything with this scam because it's winning. So I would just scale it. But let's see what um let's see what Claude
says. Yeah. So, appointment booked to show um I actually gave it the date the wrong data. So, obviously my constraint
it's like 44% actually not 35.2 but still the constraints is basically show up rate like I said link click-through
rate is under and um yeah lead to appointment booked is okay. Yeah. Yeah. So, in my opinion,
this should be higher, but according to Claude, like our biggest constraints are our our show rate and our CTR. Um, I did
give it the wrong data for this, so it's a little bit low. It should be like 44%. So, it is still under. So, but these two
are by far the lowest things. But the thing is is like it explains that like I don't even need to fix it because it's
good. So, it's really no like there's not like any crazy changes or anything that we need to make here because like
we are already in KPI. But that's how you would typically go about like analyzing metrics is give it to AI, see
what AI thinks based on your data. Um, and then basically go into pulling the the thread. Now, what I would do to fix
this see like this link clickthrough rate because it's very low. Like, you know, if we're getting that many clicks
versus, you know, that many impressions and that many link clicks, like obviously that's quite low. It should be
about double that. The change I would make is take the winning creative and just double down on that because this
one has a 1.22%. and then I would just turn everything else off um if it has enough spend and it's not getting the
result I want it to. But the truth is like this ad is doing well. And if you wanted to get more high performing ads
with a similar CTR, like what we would do is basically take this ad and then double down on it and make some more ads
that are similar to this. Um maybe some different slightly different wording but same vibe. And that's how we would kind
of double down and test a new ad set. So we duplicate this ad set. Then we basically put that winning ad in there
and then made some variations like it and then scale up that ad. Um, and yeah, so like this is how we would kind of go
about analyzing constraints and bottlenecks based on the KPIs. This was just an example obviously like I'm not
like live doing it technically, but I am doing it kind of in front of you. But the truth is is that like if you do good
and if you make a good campaign with good ads and you do right the first time, then your revenue row as an
upfront like all these data points and numbers and yes, I might like change some of these to make them align more
with the the you know the document based on like these names and things, but the point is it's like if you do it right
the the first time like you might not even have a constraint and your constraint is not spending enough money.
So yeah, that was um kind of breaking down um a bottleneck in a way or just kind of showing you how I would go
about, you know, live doing this in front of you. So I hope you enjoyed and um yeah, let's keep going. Media buying
and testing cadence. So media buying in 2026 or just getting better ad results basically is about feeding it signal.
Okay, it's about testing creative at volume and getting out, you know, out of its way pretty much. The people who are
kind of, you know, who lose when it comes to ads are the people who change things too often. And the people who win
build a system and just let it do its thing. Let it run. Signal based buying. Meta's algorithm is
smarter than you. Okay? So, your only job is to give it a clean signal and enough budget to find the people that
actually convert. Every time that you make some kind of meaningful edit, you will scramble that
signal and send the adset back into the learning phase where performance is unstable and costs fluctuate. Things
change. So you have to consolidate, simplify, and stop touching things. To do this, consolidate by going with fewer
campaigns, fewer adsets, and more budget per adset or ad. Because if you split $100 a day across five different adsets,
like it doesn't give Meta much data. Like yes, the Andromeda update is good and we can test more ads at once and
it'll allocate it properly versus if you have one adset at $100 a day, there's so much more signal there.
So don't spread your ads so thin where they can never exit that learning phase and just give meta enough data to find
signal. In terms of testing volume, the number one people why people the number one reason why people fail at ads is not
necessarily because of a bad strategy. It's because they don't test enough creative, specifically not testing
enough hooks. See the hook section for that. Most people run three ads, watch them flop, and then conclude, "Oh, ads
don't work for my niche, so let me switch my niche." They tested three things, okay? Winners
come from volume. The mindset here is that like you're not trying to find one perfect ad. Yes, one ad can change your
life, but you are running a search for the winner. Okay? And the only way to find it faster is more attempts, right?
and just assume one in five to one in 10 creativesish will be a real winner. Okay,
so if you want two winners, you need to probably test around 10 to 20 ads. Hook testing. So ideally, you want to test 10
to 20 hooks if you're doing video ads. And the way that this looks at picture creatives is like you want to test 10 to
20 pictures, but how you test them decides whether you want to actually find a winner or kind of just like
starve a ton of ads because we want to make sure we give enough signal. So for hook testing volume, the constraint is
never like how many hooks you want to test. It's how much budget each one needs to give meta real signal and
enough data. An adset based off of meta's like actual T and like terms is that an adset needs around 50
optimization events before you know the numbers actually mean anything to exit the learning phase completely.
So if you split your budget across too many ads and none of them ever get enough to spend like enough spend to
properly test it's going to be hard right that's why we need to be careful about how we allocate our budget in the
beginning. Now this is one of the different ways or also like 5 to sevenish days um can also give us enough
signal there. Budgeting rule every ad that you run needs to have roughly $10 to $20 a day of its own spend to test
fairly. This is the rule of thumb. Now, remember this for your client's
ads, for your ads, for all of them. So, if you're running $60 a day, do not test 100 creatives. It won't work. You will
never find a winner. It will take you a year. So, work backwards from your budget and not forwards. And the way I
mean by that is like if you're doing $20 a day per adset, that's one to two hooks, okay? Not 15 or one to two
picture creators, whatever that is. $50 a day, three to four hooks, $100 a day, five to six hooks, $200 a day, the full,
you know, 10 hook batch. Run the test based on the above. Find the winner, remove the loser, and then feed the next
two in. So, when you have bad ads after a while, like if you find out you've been running it for a while, you have,
you know, thousandish dollars and spend much enough conversion events as well, enough leads, and you find out that the
unique outbound CTR is very low, you can kill it. Um, and once again, this is why picture creatives are great because
they're cheap to produce. They're easy to make them so you can keep conveying, keep the conveyor moving without burning
money or time on production and video ads. Um, I will also tell you on how to kill
ads sooner and to kind of spot a loser fast, but to launch, duplicate at the adset, the ad level, swap in the new
hook or new picture creative, keep everything else the same, and then launch the batch into one ad set and let
it spend. Do not judge until each ad has at least 5 to seven days or 50 events, 50 leads, 50 appointments, whatever you
have it scheduled to. And if you want to know how to make that work, see how to make changes, which is going to be um
later down in this document. It's very important that we keep everything else the same here that you know the same
body, same offer, same audience and the only difference is the actual picture creative or the hook because
then we can truly isolate the variable and actually see the impact and not change multiple things at once. So we
don't know like what's going on. So hook rate which is the 3 second video views divided by impressions. A low hook
rate means the first one to three seconds to earn attention. This is the first thing to check. Once you find out,
iterate. Once you find a winner, just iterate. Make five to 10 variations of the winning hook. So to figure this out,
go to 3se second video plays, which is this right here. You can even all see you can even check
out all three of these metrics and see the percentages and that's how you basically get the hook rate. Um but
yeah, once you find a winner, just make iterations off of the winning hook. remember more better new um you know new
opening line, new visual, new first frame basically but the same idea and test those next because winners make
more winners. Now the creative engine is something that I've gotten from an entrepreneur
that I look up to in the e-com space that does about more than hund00 million a year. And the
creative engine is kind of a method you can use to constantly make new creatives so you always have new things to test
and a bunch of winners or a bunch of winners to scale and it runs on a bit of a loop. So ideation pull hooks and angle
ideas from Facebook ads library and winners. So these are ads running six plus months or your own winning ads. The
hook psychology levers as well. So curiosity, relevance, emotion, proof, novelty and then batch produce. So don't
just make one ad. Okay, make a batch. same body, five to 10 different hooks is the highest leverage test that you can
do or five to 10 just picture creatives because they're easy to produce. Then test. So launch the batch, let it get
signal, and do not judge early. Okay? And you will see the cadence below. Now cut and scale, kill the clear
losers, keep the clear winners, and iterate. So just take what's working and make five to 10 variations of it. Just
do more. The goal is to just never run out of creative to test. Okay? That is when a campaign dies is when you don't
test new creatives. Obviously, not for a single bad ad. When to kill, keep, or scale. Kill the
losers, keep the winners useless advice when you have like don't have clarity. So, in the beginning, most people just
can't see clearly yet. So, here are the actual thresholds on when to keep or when to scale. Don't judge anything too
early. Okay? Before any of these thresholds apply, an ad needs enough data. Okay, the ad set that we were just
looking at did not have enough data to make decisions yet. So, we have to keep it going until it does. Enough data is
always 30 to 50 optimization events or 5 to 7 days, whichever comes first. Once again, see how to make changes, which is
a section coming up. Removing an ad at $15 in spend and three leads is not discipline, it's emotion. Let the ad do
its thing. Let it run. Let it spend. Kill threshold. Once an ad has real data, compare its cost per result, which
cost per lead or cost per schedule, depending on what you're optimizing for, against your target KPI, or the max cost
per shown call or per lead that you calculated in reverse budgeting earlier. If your cost per result is 2x your
target or worse, kill it. If your cost per result is at or under target, keep it. And if your cost per result is
between 1 and 2x of the target, the messy middle, don't remove it. Don't scale. Either let it gather more data or
run some kind of analysis. So like is it the hook, is it the funnel? Fix the constraint before deciding. Now, the way
that this looks like, let's say your cost per result and cost per appointment goal is like $100. Okay? If it's $200 or
worse, kill it. Okay? If your cost per appointment for the ad is at or under target, so 100 or less, keep it. Okay,
it's pretty simple. But the thing that most people like make mistakes on in this stage is not giving an ad enough
data to truly know what the cost per result is. If you think about these companies that
are testing ads and they're running an ad, you know, truly testing out if it works and they have, you know, one to
$10,000 of amount spent on a singular ad. That is enough data to know and obviously it is right because they're
spending at higher amounts. So it's like how can we emulate that with a lower budget by just unfortunately letting it
have more time and being more picky about what creatives we actually test and how often we do that.
The 2x rule exists because if the cost per result, you know, it's noise. You know, it's noisy early. It changes.
Something at a 1.3x target might just need more data, but something at 2x plus is telling you clearly that people, you
know, it's reaching it doesn't convert to. Now, I will say that you don't always
have to wait for, you know, full results to spot a dead ad. Okay? If an ad has burned through real spend, you know,
like 2 to 3x your target cost per result. So, for example, if my target result for this campaign is $150 per
cost per appointment, if an ad has spent $450 and hasn't gotten any conversions,
that's the threshold where you can kill it. If not, do not kill it. So, that's kind of what you need to know. If
there's no leads on triple the budget, it's not bad luck. It's just a broken ad that's not working. And this kind of
saves you from feeding money into the obvious losers while still giving the normal ads time to prove out. Because
keep in mind like a lot of people what they'll do is they'll look at this ad set right here, these, you know, these
ads and see, oh, these haven't gotten leads or appointments and haven't had spent yet, so let's turn
them off because they're not winners. No, that's wrong. Keep them going because they haven't spent enough yet to
know. If one of them spends $450, which is three times our cost per appointment goal, then yeah, we'll kill it because
it's a bad ad. But we don't know yet. Now, understanding why so you can iterate and not just delete. When you
have a loser and a bad ad, it's data. So before you toss it, check where it's broke. Figure out why it's not working
and what metrics are at a KPI so that you can prevent this in the future. Okay. Now, scale threshold. A keeper
isn't automatically a scaler. Just because you want to keep it because your cost per results fine, doesn't mean
you're going to be able to scale it. Scaling is a campaign level decision driven by rowats. That is what
determines whether or not you scale. If you have any questions, see scaling rules,
not an individual ad decision. When an ad is winning, you know, on cost per result, it's doing fine. You're
going to get a good cost per lead or cost per appointment depending on what your KPI is. To scale it the right way,
you can duplicate the winner at a higher budget. I would very much restrain from just
cranking the budget on the original. You can do that. Like you can do that. Like I've done that with this ad and got
good results. And what that looks like is I click edit on this ad. It's winning. It's a winning ad. It's doing
fine. And I want to scale it. I go to the adset level or wherever you kind of handle the budget and I increase it by
anywhere between 10 and 20%. So 20% of 135 27. So 135 plus 27
162. So you increase this to add it to 162 and press publish. You can do that but if you do any more than 20% it will
go back to the learning phase. So the better way to do this is to duplicate the winner at a higher budget. So if
you're doing ads set, you know, budget or campaign budget, I that's why I recommend doing adset budget because you
can like duplicate the adset right here and then you can put allocate all the budget into the winning ad and just
scale that one ad up because you know it's a winning ad. That's what I would recommend. Or if you're doing campaign
budget like I am, I could just increase it by 20% here. So, yep. But do 20 to 30% every two to
three days. That's the cadence. Do not do anymore. So, how to make changes. Okay, this is probably the most valuable
part of this whole video. This is where most people have problems. Okay, they see one slow day, they panic
and start editing, which resets learning and guarantees bad days. Rules:
Don't judge or edit inside the learning phase. Don't even consider the results unless
they're 3x, you know, your cost per result and then in that case you can turn off the ad, whatever. It's a, you
know, dead ad. But give an ad 40 to 50 optimization events or 5 to 7 days before you decide anything. Most ads
were killed before they had a chance. And that's the reason why nobody ever succeeds running ads is because they
don't give it enough time and optimization events. Big edits reset learning.
So if you change the budget over 20%, you know, like 30%, 40%, 50%, whatever it is, or swap the optimization vent
while an ad running is an ad is running or editing creative at the ad set level, all restart it and change it. So keep
that in mind. Ads learn at the ad set level. So if you want to, you know, not affect your learning negatively, you can
either duplicate an ad in an already existing adset. fine, but it will make it have to learn more because they
optimize at the adset level. So, what you really want to do if you want to test out new ads, just quickly duplicate
the adset and test out the ads. Test out a new ad, whatever it is. Um, that's what you can do to prevent breaking the
adset that's already running. Never edit a live ad or an live ad set ever,
ever. This is the most fatal mistake that you can make if you run ads. If you have an adset and it's running, so for
example, this one has spent around $1,200 and I edit it. If I change the website link and hit
publish, my ad results going to be screwed. Like that's it. It's done. The ad's done. By changing even just like a
couple of words in here and publishing again, it will completely destroy the ad. Never edit an existing running ad.
Never edit an existing running ads set. If you want to make changes, you need to quickly or just duplicate the adset and
do it in a new one. If you need to make targeting changes or ads set level changes, so if you want to
change from like a lead form to a landing page or you want to change the placements or you want to change the
budgeting strategy or the conversion location, you have to duplicate this and do a new adset.
Never edit it. The final rule, change one thing at a time. Okay. So, if you change the hook, the audience, and the
budget all at the same time and it improves, you really have no idea why. You're just guessing. You're not
actually testing. Now, the whole philosophy here is like make decisions based on your data, not feelings. Give
the algorithm signal and time to spend to actually see what's going on and only ever change one variable at a time to
see what improvements you're making. Ad math and budgeting. Most of the section is from Alex Ramoszi and this is the
section that separates people from you know who just run ads from people who build a real business with ads. If you
don't know your numbers you're gambling and if you do scaling is extremely easy. Earlier I mentioned the importance of
this metric. It's a keystone metric like rorowaz LTGP to CAC. It's very crucial that your business has a 3:1 LTGP to
CAC. What that means is the ratio of lifetime gross profit of a customer to your customer acquisition cost or the
cost to acquire that customer. It's the only number that you can have as a business owner that tells you whether or
not your business is truly healthy. LTGP is the total gross profit a customer generates over their lifetime for you.
So the revenue that you make minus the cost of delivery summed across everything that they've ever paid you.
That is lifetime gross profit per customer. So if a customer pays you in profit over their entire lifetime,
$1,000, then that's your LGBT CAC, everything that you spent to get them. So the ad spend plus the closer
and setter commission, whatever that may be. So for example, this would be the ad spend. Like let's say you, you know, you
were running ads from $100 a day and you booked a bunch of appointments and your cost per appointment was like, you know,
75 bucks. So, you you spent $300 on ads, you book a couple appointments, and you close someone. And let's say you spent
like $3ish $100 to sign a client. Now, you better make at least three to one back on that. At least $1,000 over the
lifetime of the customer for it to be healthy because you spent 300 to get that customer. And so, you better have
at least a 3 to1 LTGP to CAC. Otherwise, your business is not healthy and you cannot scale it.
Rowz is kind of like the more granite thing to affect the CAC. And LTGP is also based on like your fulfillment. So
this goes like a level above the rorowaz in terms of importance in terms of your business as well. But the floor is three
to one. Okay? For every $1 you spend acquiring a customer, you want at least $3 of gross profit back over their
lifetime. If you're below 3:1, you cannot scale your business. You just can't because one bad week of
ads or some kind of refund or, you know, cancellation and you're literally screwed and you're out of money. But at
3:1 you have the margins to reinvest, absorb the variance in like terms of the metrics. So there's enough time for
regression to the mean to set in. And this allows you to scale aggressively. Healthy businesses are at 3:1 or much
higher. This is why Alex Rosie is so interested in different kinds of businesses and why he helps so many
different companies scale is because some weird nail salon business in the middle of nowhere has a 10 to1 LGP to
CAC. That is literally like Mr. crabs with money in his eyes. Client finance acquisition. So client
finance acquisition means the cash that a new customer pays you in the first 30 days covers the cost of acquiring them
plus the cost of acquiring the next one. if you want to scale fast because like you can scale with a 3 to1 LTP account
like you can scale but if you want to scale fast and make a lot of more money faster which obviously as you know from
the fundamentals video um if you've seen that already you should have you understand that scale is just increase
in volume right and if you want to scale fast um you need client financed acquisition.
If this is true and you have clients, client finance acquisition, you are no longer spending money to grow because
the customers are buying the next customer. And all you have to do is scale until
something breaks and you will never run out of cash. This is the reason why you want to
collect as much money upfront as possible because the faster the cash comes back, the faster you can recycle
it into more ad spend and the faster you grow without going broke and losing your money. So if you have a 3:1 LTP to CAC
that collects slowly, grows slowly, this 3:1 business is fine. It's healthy. But if you have a 3 to1 business that
collects more money upfront, let's say almost all of this upfront, you can scale it so much faster
because if it cost you like, you know, you know, $1,000, let's say, to get a customer and you charge $1,000 upfront,
but then on average you make 3K back over their lifetime, that's a 3 to1 LG LG LTGP to CAC, right? That's healthy.
It's a healthy business. But because you only make one one to one when you sign that client, you don't
have extra cash to allocate into more ads and scale the actual spend. So scaling is so much slower versus if
you collect $3,000 upfront. So collect a pay in full for the whole time length and it cost you $1,000 for the customer.
You have so much more cash to put back into ads because that just paid for the next two customers if it's $1,000 to get
one. It's kind of an unrealistic expect. Like most businesses, especially most agencies don't have this. Info offers do
and coaching programs do. That's why coaching is so appealing to most people. Right now my LTGP to CAC is like
ridiculous. It's so insane because like I don't pay anything to get customers. So my constraint is something else. But
beside the point, this is why you want to increase your upfront cost as you get more social
proof and ultimately get more experience. It doesn't make sense to continue to
commoditize yourself and low, you know, have a low upfront offer and do just pay per results if
you have social proof and you have results and experience and confidence. If you have those things, just increase
your upfront. Like you just get more money faster, you scale quicker. Reverse budgeting. So if we want to
determine a daily ad budget to run our ads by, do not pick a number out of thin air. Okay? Use reverse budgeting. Start
from your goal and your KPIs and let the math give you the right budget. So reverse budgeting works in two
different directions, backwards and forwards. So, if you go backwards, you basically go from profit per client to
the max you can pay for every step of the funnel. Forward is from a revenue goal to the leads, clicks, and
impressions you need, which gives you the actual spend. So, I'm going to go through some math here just so you kind
of understand how to calculate your ad spend. For simplicity, these examples is pretty much the only customer
acquisition cost is the ad spend. So, this is if you didn't have like a closer setter compensation that you have to go
as well. Um, but this example is strict on purpose based on the ideal KPIs. Okay, it goes solely off frontend gross
profit. So, let's say you collect $2,000 up front and ignore all the backend. So, how much money you make from them as
clients, which might be like 2 to 3k a month or whatever. This examples are solely based on being extremely
profitable upfront. So you have client client finance acquisition because the point is is like if we have
acquisition or ads that pay for themselves on day one cash if the upfront covers the cost to get a client
and the next one you can scale without ever running out of money. That's client finance acquisition. So the backward
calculation for this is as follows. Let's say you charge 2K up front and have 80% margins. That means on the
front end you make $1,600. If we divide that by three, which is the 3 to1 floor because we want at least a 3
to1, you know, LTGP to CAC, but by the way, this is upfront. So, like the metrics are going to be a little bit
skewed here. That means we can pay $533 max upfront to make 3 to1 back on our ad spend immediately with the close rate
that we should have in KPI, $130 per cost, you know, per shown call. Um, show rate as well, max per book call, max
cost per lead. These are basically the KPIs that we mentioned like the ideal dream metrics, right? You know, with the
landing page conversion rate. Basically, these are the math. This is the math that you need to have a perfect 3 to one
back. So, like you basically spend $1, make three back, $3 back immediately, which is basically an infinite money
glitch because then you can just increase ad spend every two to three days and just make a ton of money. This
is how it'll find your ceilings based on your idea ideal KPIs. to start off with how much you charge up front and go
through the margins with a three to one floor based on the metrics that you have to see what's going on and to calculate
exactly like what your metric should be at in order to justify getting a 3 to1 floor. So the forward calculation is the
other one. This is how to figure out how much ad spend you should have based on your ideal KPIs. Your ceilings tell you
what you can't exceed, but to find out what to like what you can actually spend, you want to start from a goal and
walk through the same funnel forward. So, let's say your goal is $20,000 a month and collected cash. And remember,
this is front-end cash. This is not recurring revenue off of the pay per shown appointment, or whatever payment
structure, pricing model you use for your agency. This is literally upfront cash. If you want to make $20,000 a
month in upfront cash and you collect 2K upfront per client, you need 10 clients a month to make $20,000 a month in
complete new cash. At 10 closes with a 25% close rate, you need 40 shown calls for $20,000 a month
in upfront cash. This, by the way, next month this will be 40 to $60,000 in recurring revenue from those clients
fulfill like the fulfill fulfillment. So, I'm just going off of the forward calculation um and the front-end cache
to show you like the best case scenario on like how you could scale extremely fast with this business with 40 shown
appointments and a show rate of 50%. You need 80 booked calls. Um you need 89 qualified leads to get 80 booked calls
if everything's a KPI. And so for that, you need 1500 landing page vis visitors with the clickthrough rate and the ads.
You need 100,000 impressions um with a $30 CPM, which is quite low. And that's roughly $3,000 a month or $100 a day in
ads. So to make $20,000 in upfront cash, you need to spend around $3,000 a month in ads. Um, and that's a very high
rorowaz because these are all the dreamy metrics. These are like the KPIs on like what we're looking for.
But so like this is possible, but I want to give you a bit more of like an accurate and realistic example on what
you might actually see yourself. If you want to make 20k a month of just upfront cash and you, you know, collect 2k up
front per client, once again, you need 10 clients a month. If you have a 20% close rate, which is lower than the
ideal KPI, 25%, you need 50 shown calls. If your show rate is 53%, which is actually more accurate, 50% here is
quite low. Um, you need 94 booked calls. If you have 94 booked calls and a 75% book rate, you need 126 leads, lower
than the 90% that we said earlier. out of 126 leads at a lower landing page conversion rate, which is more accurate,
about half, 3.4K visitors with a 1.4% CTR, so decent ads. We need a 243,000 impressions. That at a $30 CPM is 7.3K a
month. So, we need to spend eight 7 to 7 to 8K basically a month on ads to collect 20K up front with these. You
know, these metrics are like something that you can actually expect. Maybe your book rate will be a little
bit lower. Maybe your shower rate would be a little bit lower. Maybe your closer will be lower because you're charging
more up front. Whatever it is, at the end of the day, if you have the 3:1 LTGP to CAC and you can collect enough money
up front to have client finance acquisition, you can scale extremely fast. And the only way to do that is
through the methods of this video of running successful ads. So once again, 7.3K divided by 10
clients is 730 CAC, which is over that 533 frontend ceiling. So what's interesting is that like at these
realistic rates, this doesn't clear the three to one. Like you don't make three to one back on your money right away.
And that's why the backend cash matters so much too because technically you can make one to one back on your ads. Like
you can spend a,000 bucks to get a customer and that pays you a,000 bucks. So you broke it even on the front end
and you'll still be profitable because the client will pay you on the back end with the fulfillment. But keep in mind
that like you won't be able to scale as fast if that's true. So that's why the back end matters. But
you do have to, you know, if you consider fulfillment revenue and the LGP as well, then you will clear the LT L
the 3 to1 LGP to CAC by a mile, right? Because you make like thousands of dollars a month off of a client. So if
you need winning ad examples um as well, here's a swipe file that's in the description of this video. But just to
recap, we went through ad philosophy and mindset. more, better, new, general flow about like what ads are, how to run
them, audience, ad components, offer basically, you know, creative, video creatives, picture creatives, actually
making them as well. Um, copywriting, destination funnel or lead forms, targeting, an actual live campaign
buildout, so you can see how this stuff actually works from start to finish, scaling with data, how to make decisions
and scale ads, media buying and testing cadence, ad math, budgeting, and then finally, winning ad examples. So, I hope
you enjoyed this video and um yeah, this was a loaded one and I will see you in the next one. Hey everyone, it's Owen
Rensland and welcome to Niche Horizons, otherwise known as selecting a niche. This video is created to allow you to
decide on a niche and show you how to basically pick the best possible niche to allow you to succeed as fast as
possible. Now, keep in mind that with niches, you're not by no means are you ever
married to a niche. You could always switch the difference between contractor type and contractor type, whether
they're doing, you know, home building or whether they're doing like concrete, right? Like it's not that big of a
difference. These guys are the same. They're the same people. It's all in the home improvement industry. Um, so keep
that in mind. You could always just bounce around in terms of microniches if you're in the same industry as me, which
that's what I recommend. Um, also keep in mind that um, real estate, dentists, doctors, home improvement, like those
are not niches. Those are industries. So, we are working with a niche inside of an industry. And I would recommend
doing home improvement if I were you because that's what I'm in, right? So, it's easier. Now, in the beginning,
obviously, like everyone has different opinions and beliefs that they learn about picking niches because there's
like probably a billion YouTube videos like how to pick a niche and all this stuff, whatever it is. But some of these
common beliefs I've seen is like, "My niche is saturated. My niche has no money. I need to find the perfect niche.
My niche doesn't seem big enough." Like all this BS. This is common. I've had these same limiting beliefs when I
started as well. Let me just handle them. Number one, my niche is saturated. I'm just going to say it flat out right
here, right now. It's probably not the reason why you're failing. Okay? There's people succeeding in every single niche
out there and even in the hardest ones and make millions of dollars doing so, right? That's not the reason why. It's
usually an input error. It's your problem. Probably the reason why you're not succeeding or you don't know enough.
Um, but keep in mind it this can, you know, affect how fast you get results because
if you go into roofing right now, for example, like you are going to probably get crushed. There's so many people in
roofing. I'm in roofing. Like everyone's in roofing. But if you go into some really small micro niche like some weird
part of some house like decking or like patio built like all these weird small subniches, artificial grass, whatever it
is, these are much easier to dominate because they're such smaller industries that there's much less competitors and
it's easier to book appointments with them and it's easier to close clients on them. Okay, so I would definitely
recommend pick picking a subniche or a microniche inside of a broader industry like home improvement and I'll have you
do that today. Number two, my niche has no money. Now, this has some merit to it because like if you're working with
gyms, for example, you're just going to have a hard time signing clients and collecting a decent amount of cash
because they just don't make that much money. Um, but how much money they make doesn't really have that much to do with
the ticket size of whatever they're offering. It just doesn't, right? There's people that sell, you know, $100
window cleaning services and make millions of millions of dollars a year. So, please keep in mind it's not always
about money. It's about need and it's about the problem. If someone truly needs what you're selling, they are
going to figure out how to buy it. I mean, just think about drugs and homeless people. Um, if they objectively
like literally don't have a lot of money, uh, then yes, you should consider switching to a different niche. But, if
it's a successful home improvement company, they'll have money, okay? So, don't worry about it. I need to find the
perfect niche before I start. Um, don't marry it. You'll change your niche often. Um there's really no problems
especially bouncing between home improvement. Each niche also has their own problems and um sometimes you know
you find out the right one by choosing the wrong one. My niche doesn't seem big enough for me. It definitely is. Okay.
Successful people like Sam Ovens started with um plumbers like not even plumbers a small subset of specific plumbing.
Okay. Okay, if you want to make 30K a month, you need 15 to 30 people in a niche that need your solution paying 1K
a month each, which honestly most of my clients pay 2 to 4K a month. So half this in half. So take this in half, like
15 people. Think about how many home improvement contractors there are. Just the US alone,
6 million. Do you think that you can get 15 out of six? I that's not even a real number of the
population of the market. You're fine. Such a ridiculous thing. Crazy. If they make money, you can help them make more
money. I don't know enough to enter this niche. I mean, how are you going to learn without going into it? Like, you
can't you got to learn. You got to learn by doing, right? And I would recommend doing some market research. Yes. Go on
Google. Go on claw. ask them um questions about uh the niche so you know more about like what the job is, what
they want, probably what they you know their language types and just different things about their market. That's you
know it's honestly recommended. So then you will appear like you are more knowledgeable on the sales calls.
I need to have unique idea for my niche to work. I don't know why so many people in business have this weird belief that
like they need some kind of magical business idea to make a lot of money. It's just not true.
like you don't need some magical unique idea. Chick-fil-A, for example, they didn't really reinvent the wheel in fast
food, right? Um, but they do stand out effectively against competitors because they do what their competitors do, but a
little bit better. And that's all you have to do to make a millions of dollars. Apparently, according to Alexi,
you don't need, you know, some unique magical business idea, startup crazy, fancy idea. Like, you literally just
need to get good results and you can make a good amount of money. I don't have the skills to serve this niche.
That might be true. Um, but honestly, if there's a problem to solve and you think you can learn the
skill, then there's no reason why you shouldn't be able to. You will acquire the skills through doing it, right? And
through experience and through time and getting more first-party data and also through me. So, I've got lots of
experience running ads for companies and so does everyone else in the program that's in here for the people that have
clients. So, you'll learn fast. So, don't worry about it. If I pick a niche, I'll be stuck with it forever. False.
Sele selecting your niche. Okay, so I have this resource here. It's in the description of this video as well.
Here's a list of good niches. These are the main ones that I've approved that I think you can definitely succeed and do
really good numbers in. So, I have all these right here in a random order. So, you can kind of just pick one and go
with it and just try it out. Try to stick away from the busier ones. You know, bathroom remodeling, kitchen
remodeling, roofing. Um, what else is really busy? Those are the three most busy ones on this list. And if you do
one of these like roofing, kitchen remodeling, bathroom remodeling, I would recommend doing that in like a different
market then if you're doing those. So maybe in like the UK market or just a different market. If you're just doing
general US, like USA, go with one of the smaller ones. Fencing, concrete, home builders, landscaping, HV, HVAC,
hardscaping, all these like little subniches and microniches. Just pick one. Go with it. Don't overthink it.
Now, I also have a little checklist for you. Um, and this right here, make sure these yellow questions can be answered.
This is very important. Um, and if they can't be answered, then don't pick that niche. And here are some extra things
that will help. Um, so yeah, if you want to pick a niche and then put it through the checklist. That's what you should be
doing. And remember, don't be attached to a niche. It matters, but it's not a marriage, okay? You'll change it
probably at some point. And if you don't, I'll be surprised. I've very maybe even early on. I've yet to see
people that just stick in one niche for their entire lives. You know, I've gone around from roofing to remodeling to um
just different niches. And the reason why is like yes, you get paid into your you get paid with your accordance of
your understanding of the market. Yes. But that mostly exists in terms of the industry, right? If you understand the
home improvement industry, you can work with any single of these little verticals and microniches in there and
be just fine. Shiny object syndrome is the tendency to become easily distracted by new and exciting opportunities or
ideas which will often lead you to not see things through, abandon current tasks or goals. And um after picking a
niche, you will experience everything. Okay? You will experience the positives, the negatives, the terrible things about
your niche. And after a while of struggle, like if you've pitched 30 people on and taken 30
sales calls and you still have yet to close people and you really just not vibing with this niche, that might be a
good idea to change, but please do not jump without evidence. You need data. Otherwise, it is shiny object syndrome.
Remember that every single niche has its positives and negatives. So many people are like, "Oh, roofing is so amazing
because the ticket size is so high. All I need to do is get a contractor two jobs and it's an extra 20 $30,000 a
month for them." It's like, yes, but it really doesn't matter, okay?
Because if you look at it, they also have a really long sales cycle and don't get paid for months on end. So, they're
actually technically negative upfront with you, you know, when you run ads for them. So, you know, different niches
have positives and negatives, and you can make every single one of them work if you're good enough at running ads.
Simple enough. Now, you should by now have a niche. If not, pause this video, go into the niche document, and pick one
that you might be interested in. Okay? Okay, then take it through the checklist and then you have one and then come
back. Now, once you're back, let's go ahead and b make an a blueprint or an ideal client avatar resource. So, this
right here, we want to just understand our customer as best as possible because this will help us make better ads. This
will help us take better sales calls and ultimately just get more clients and make more money faster. So, go ahead and
basically fill this out for your ideal client. I've had I've done this for every single time I've, you know,
started to work with a different market and different niche and it's helped every single time, right? truly
understanding your customer, understanding why people are the way they are, what they do outside of work,
where they get their news, how they, you know, what they can, what information they consume. All this stuff can really
help you with your marketing assets and also just like your sales in general. So, fill this out now. Don't wait. Fill
this out now. And then also, you can fill out the day-to-day resource as well. So, like what they will typically
do out of a day. So, if if it's a contractor, they're usually up earlier. So, let's go ahead and do this if I if I
was doing this for a contractor. So 7:30 um say bye to kids if they're going to work or not work but school or whatever.
Then it's usually um homeowner visits. So So it's usually like getting crew ready. Um
that's usually some of it. Then there's like job oversight. So just seeing like being at the jobs while they're getting
them done basically depending on what you know kind of company it is. Then it's usually like meetings or like a
meeting with prospect probably and that's usually like two hours. Um, keep in mind that there's probably like an
hour of driving all throughout this, you know, like that and then you have more job oversight
and then you have more driving and then meeting with prospects, etc. Um, you have lunch at some point in here and
then dinner at some point in here and then usually they're probably home at around 7.
can see their kids about like once before bed. Like, you just get to know more about your ideal client, right? And
by doing so, you understand their pain points. This is a huge pain point to only be able to see your children at
like 7:30 p.m., especially if they're younger and they're going to bed around that time. It's like that's a huge pain
point. And if they can get more jobs, then they don't have to, you know, worry about all this stuff because they're
making more money. They can allocate that money on other people to do job oversight or other people to meet with
prospects in a sales team. like they can spend less their time doing this and more time with their family if they
scale up and make more money because they can delegate properly. So the point is is make sure to fill this out for
your ideal client and get a good understanding about who they are as a person. Opportunities present themselves
as they are sees. You can't see the real mountain until you've climbed the first. This is so true. You know, people try to
see everything all at once, but the truth is is like you won't be able to see everything all at once. You will
only be able to see the current current mountain that you're climbing up. And after you've already seized that one,
then you can see the next one. Right? So, it's very important to stick with a niche for long-term success. I would
just recommend sticking with this market. So, sticking with the industry of home improvement because your income
is directly proportional to your understanding of the market. If you understand a market like a market in and
out and you understand every little thing about like their pain points and why they buy and like what they respond
to best on content, what ads they convert watching and like you will be dominating the industry pretty soon. So,
hope this video helped and um yeah, I'll see you in the next one. Hey everyone, it's Owen Runsland and welcome to GoH
Highle setup. Now, even if you already have a GoHighle account, continue to watch this because there's an
opportunity for you to get access to all the PDFs that are in this video, weekly one-on-one calls with me directly, and
so much more, my snapshots, everything. I'm going to break it all down. And if you've never heard of what I'm talking
about, then no worries. But just know that this software right here is probably the most valuable part of this
entire course. And I'll explain why. Running ads for companies and generating leads for them is one thing, but
converting those leads into appointments and actual customers that pay you, whether it's you and getting clients or
whether it's your clients and getting them more customers, whatever it is, just ads isn't good enough.
Unfortunately, you just can't get a bunch of converted jobs and cash from the ads without something else to
convert the leads. Okay, that is the key to all of this. And this software allows us to do everything. Okay, I've been
paying for this software for like 3 years now. And it's honestly probably one of the sole reasons as to why I've
been able to make so much money online. And again, if you already have Go High Level, continue to watch this because
I'll explain how you can get access to those weekly calls to connect with more agency owners and people that are ahead
of you to help you get to where they are. But just the way that this works, a quick overview, you can host funnels,
websites, just like this testimonial template that I'm going to include in a snapshot that you can get in this video
today. You can manage your leads. You can run automations for all of your clients and prospects. You have
pipelines to manage your leads. You have a calendar so you can actually book appointments, whether that's sales calls
for you to sign more clients or appointments for your customer to get more estimates, whatever you need it
for. You have marketing. You have AI agents that can auto text new leads to convert them into booked appointments.
And I'll show you how to set that up in this video. In addition to that, I will build a winning funnel in front of you.
Once again, if you already have an account, continue to watch this. There's a lot of value here. And just to give
you an example, one of my clients has over $4 million in pipeline value of scheduled appointments right here in
this singular sub account. You can click on all these leads. You can see the contacts. You can see like the
information of those leads. You can see like where they're from. You can even contact them. You can call them, text
them, email them. Like you can manage them in this pipeline. And they all came through on a funnel on here, which is
part of the template that I'm going to give you today. But that is kind of an overview. The point is is you can manage
your customers in here, your clients. You can have a client account in here for each client. So, for example, this
is just one specific client of mine. You can just manage all of them here. You can generate all their leads and put
them all into this platform. Send out automations to all of their leads to help convert them into more schedule
appointments and more closed jobs, which is at the end of the day what we're offering to businesses. So, go highle
setup. This is the best sales and marketing platform that I've personally ever seen and it can be used for you as
a hub for you and your clients. Here's just a short list of things it can do right here. But if you don't have a
GoHighle account yet, here is our affiliate link. I actually partnered up with them. So like if you click on this
link right here, this is a go highle website. Like this isn't even my website, but I did send them some stuff
so that we could give you a ton of stuff if you decide to partner up with them. Because the truth is is that like I've
been paying these guys go high level for like 3 years and they've made me so much money. Like I'm talking like probably an
a,000x return on investment as to how much I've spent with them. And also I've shut down coaching recently. So I wanted
to put all that stuff somewhere. So if you decide to become an affiliate of mine, which basically to be fully
transparent, they will pay me a percentage if you sign up with a 30-day extended free trial under my link right
here, which is in the description of this YouTube video. If you decide to do that, I'm going to send you this email
right here with my snapshots, which by the way have spent years making. And if you don't know what a snapshot is, it's
basically a template with automations, funnels, like everything that you need. So you can just copy and paste from
scratch new clients. And we'll actually be using that in this part of the course to build out the funnel, our entire
business, get our domains, you know, set it everything up. Like we'll be using these snapshots. Two, I will also give
you access in your own personal access to the course portal, which is the original one. So, it's basically
everything that I used to make this YouTube video that you're watching right now. So, just to show you, there's 50
modules in here, including a 10-hour bonus mindset module, which I didn't even include in this YouTube video cuz
it's honestly too long. And also the PDFs. For example, you probably just watched Meta Ads Mastery. And if that's
the case, you can see all of the resources here, all the docs, all the PDFs, all of the docs. Like for example,
the improving CPM is a super valuable one or like the actual PDF for meta ads mastery. If you want to see the PDFs for
every single video that's entire YouTube video, you have the option to do that when you create your custom course
portal login if you decide to become an affiliate. If you already have also a go high level account paying like let's say
the 97 a month version. If you decide to upgrade to the 297 a month plan, which by the way, if you don't know how this
works, like with go high level, if you pay the 97 a month plan, you can only get three sub accounts, which means you
could have two clients and your own agency account. So, if you sign more than two clients, then you need to
upgrade to the 297 a month plan. It's going to happen regardless. And if you're serious about this, then you
might as well just get it now because if you do and you decide to upgrade or just get the 297 a month plan out of the
gate, I will do a private one-on-one call with you. So, it'll be like 15 to 20 minutes long with me and you on a
call and I will basically just like take in your entire situation and I will tell you everything that I think that you
could do to get to the next level and ultimately just give you clarity on your specific situation. So, if you decide to
do with the 297 month plan, that's my special incentive um partnered up with Go High Level to say you will get a
private oneonone kickoff call with me. And if you decide to just become a normal affiliate of mine, you will get
the course, you will get weekly live coaching calls. And that's the third thing is a group call every week on
Saturday which you can hop on completely for free that I'll be on that call every single week to answer your questions and
you can add that call to your calendar in this email that you'll get right after you become an affiliate. Um you'll
get my snapshots. You'll also get a permanent AT verification guide inside of this course portal as well. Um
automations and funnels through my snapshots, live client buildouts because there's like actual me like live
onboarding calls and everything like that in this port in this portal as well. You'll get my systems of bonus
mindset module and then clients like because you will literally get clients because this stuff is so damn good. Like
we've gotten tons and people's results. This guy just had his almost first 10K day started from little zero with me.
10K a month profit from this guy. Like we have so many of these clients and so many of these results. If you just
scroll down a little bit more, you can also see all the Trust Pallet reviews or a couple of them. So it's like this
stuff's really good. If you want to see what anyone else has to say, just feel free to click on any of these videos.
But yeah, so that's everything you get with a 97month plan. And that's everything you get with the 297 a month
plan, which honestly I would recommend just doing the 297 a month plan because you are going to need it at some point
if you sign more than three clients. So if you think you're going to sign more than three clients, you might as well
get it. And um this is a software that I truly I've used my whole like business journey, right? So it's like I don't
mind doing this and partnering up with them to give away a ton of free value like this because they've done so much
for me. So, I really recommend this and you'll get a one-on-one call with me if you decide to do the 297. And then if
not, the 97 a month plan will give you this email. The 297 month plan will give you this email plus a link to book a
one-on-one call with me. So, yep, that's how this works. Now, let's jump in to go highle. So, if I were you right now and
I just signed up right here, filled in all my information, by the way, the email is going to get sent to this email
address, so make sure it's a valid email. Then, you are going to get this email right here. Now, the first thing
that I want you to do is log in with your account with GoHigh Leo. Once you have it, once you have it made, then
import this agency snapshot. Now, if you already are affiliate of mine, like and you've done it in the past, just
upgrade, which is what I would recommend. Um, that'll auto send it to you. But basically, you want to import
the snapshot right here. Select yes, import now. Now, when you log into GoHigh Level for like the first time,
you're going to see something similar to this. What you want to do is create a new sub account. So, if you go to sub
accounts and press create new, create sub account, and then use the imported snapshot that you just got when you just
imported, which is the $30,000 a month agency snapshot. Then, what you can do is simply just press add manually and
add in all of your information for your account. Remember, this is the account for your business. We're going to set up
your funnel today. We're going to set up your automations. We're going to set up your domain. Like, we're going to get
this so well working that like you can literally look up your business online. people can go click on it, learn more
information about you, even see a video about what you do, and then basically have a calendar and book an appointment
with you with automations to get them to show. Like, that's the level that we're going to be building today. Um, so I'm
going to go ahead and just start filling out some of my information here. I'm not going to show this, but I'm basically
going to click this is my own account and then press add sub account once I do that. So, I'm going to fill this out now
and um yeah, I'll catch with you after. Okay. So, once you go ahead and create an account, you need to understand that
there's two levels to this software. Number one is the agency level and you can switch between your sub accounts and
this is like the general settings about everything. And then if you can switch to the sub account, this is inside of
your new sub account. So those are the two different levels. We'll go ahead and break it down now. So I'm actually going
to go ahead and, you know, split screen this for you. And then also, if I were you, I would recommend split screening
this video and your own go high level so we can set this up together as we go. Okay, so the agency level right here.
This is the agency level. Um, you can't really fully see these setting options here, but yeah, this is the agency
level. You'll know you're in the agency level if it says click here to switch. Um, basically, it's got a few things. It
has the dashboard right here, which is just some basic information. This isn't actual val actually valid information
because like I don't even know how to set this up, so it's not important. You have the agency dashboard. You can
connect your Stripe if you want to this. I've never really done that, so it just says zero on here. Um, prospecting as
well. This doesn't really matter. sub accounts. This is where you'll see like all of your sub accounts. So, I'm not
going to click on this because there is client information, but that's where we just created our sub accounts. So, when
we go to select it, we can either click click here to switch or we can click sub accounts here. Then we have snapshots,
which like I said are templates, and you should already have my agency snapshot. You will also import my client snapshot
right here. So, you can go ahead and do that whenever you're ready. So, there's that. The reselling doesn't really
matter. Marketplace, none of this stuff really matters to be honest. It's all just random. The most important ones are
sub accounts and snapshots. Okay, these are the two most important things. Now, keep in mind though, there are some
stuff that we need to complete on the settings side of things. So, in the agency level, so there's no sub account
selected. You need to scroll down, go to settings, and add your information to my profile. So, your first name, last name,
maybe even a picture, email, and your phone number, right? Save that. You can even update your password here to go
highle. Um, and then next is go to company, fill out all this necessary information right here. So, this is just
some old information right here. None of this is even true anymore really, which is quite interesting. So, this stuff
actually doesn't really matter that much. And then inside of team, this is really important. This is where you're
going to add yourself to each sub account so you can access them. Now, I'm obviously not going to show all the
people that are in there because they're all active clients of mine and I want to keep that private. But, um, yeah, you
can add yourself as a team member and make sure your roles and permissions are set to agency owner. Okay, that's the
most important thing. And that means you'll have access to all of the sub accounts, right? And then make sure if
you don't see your sub sub accounts in here to add them as such. So you can click on this button and select the
specific sub accounts that you added. For example, we just made a sub account called what is it? Owen course. So yeah,
we give oursel full permission to be an admin on that sub account. So we can press save. Select the sub account that
we just made. You shouldn't have a bunch of them here, but you press manage client and then click switch to sub
account. Okay. So now we're in the sub account. And you'll know that because it says right here instead of the agency
view, which by the way, we can quickly switch to view the agency view if we wanted to. But now that we're inside of
this, what we can do is go through all the steps. Now, the settings are not too important. They will be for your
clients. For example, if you want to change the name up here to be like one of your clients. Let's say you have a
client called like back roofing or I don't know, whatever it is, you can press save and then it'll show that
right there. And you can set all this information. But most of this stuff actually, believe it or not, doesn't
matter that much to be honest. So, there's that. Integrations is probably the first step that I would say. What
you can do is click manage on Google calendar and add your Google account. But first, we don't have a Google
account yet and we also don't have one, a business name, logo. Maybe you don't have this stuff. Maybe you do. Um, so
let me just quickly break down what you need to build out for that to be good. So, just a couple things that you
probably need if you don't have them already is naming your business. Just do it in 10 minutes, okay? You can uh use
AI to come up with a name or whatever. And then also check if the domain is available on which I would recommend is
GoDaddy. So for example, let's say your business name was like I don't know Owen Owen ran agency or something and then
you look up. Keep it super simple. And then perfect, we see that it's available. So what we
would do now is go ahead and buy that logo and buy and register that domain. And then we could actually create a
Google account with it so we can connect it to this account. Then we have our own business email, all that good stuff. So
now let's go ahead and set that stuff up. Now I'm going to go ahead and just get a domain that I think would be
fitting for this. Owen, what are we doing right now? Owenfreecourse.com. Okay, let's see if that's available.
Perfect. Press get it. It's going to cost like maybe 10 bucks, I think. Something like that. We click view cart.
We can make sure we get it only for one year protection wise because it doesn't matter. Um, there [snorts] we go. $12.
Great. Great. We now bought a domain for our business. This is a great first step. Now that's pretty much done. We
have step one. We have the name of our business. Hopefully, you've come up with that if you haven't already. We
registered our domain. And now we can set up the business email just so we can email and use it as an email for goh
highle as well, which will help a lot. So to do that, all what I would recommend doing first is going to go and
then I would actually recommend going to Cloudflare. So cloudflare.com. Um I believe that steps right here. Yeah,
Cloudflare. So, the reason why we do this is to protect the domain. So, here are the exact steps, but I'm just going
to walk you through it now. Basically, you want to sign in and create an account. And then all you have to do is
go ahead and add a domain. So, if you go to domains overview and press add domain, you can go ahead and connect a
new domain. So, what you want to do is do the domain that you just bought. So, if you go here into GoDaddy, and we go
to your domains, which I believe is in my products, I probably have a decent amount of
domains on this account. Okay. owenfreecourse.com. Perfect. So, we go ahead and type that
in here. Continue. And then also what we have to do is click the DNS records inside of GoDaddy and we're going to
change the name server. So, you go to name servers and if you use a different provider for your domain, then you'll
have to do that and figure out where that is. But the reason why we do this and why it's so important is because
like if you look up this website after we have it set up with go high level, we just connect it to directly to go high
level right now, set up an email, do all this stuff, then it won't be protected, right? So, what I would recommend doing,
and this is free, is just protect it right here with the free plan. You want to add it just like so. And after you do
that, press continue to activation. And then you want to copy and paste these name servers. So, we have the Eleanor
one. We just press change name servers. Choose I'll use my own. There's number one. And there is number two. So, you
want to go ahead and save that. Okay, great. So, now we'll wait. And once we wait, it will be protected and
good to go. Then what we can do is create an email. So we have a Google calendar account. We have a Google email
account. All this stuff and we can even switch our go highle stuff like our settings and stuff to that email. But
more importantly, then we can connect our Google calendar to go highle for the availability reasons so we don't get
conflict bookings. That's right. That's like what we're setting up right now. So let's just refresh this and see if it's
done. It should show like a green check. It's connected. So, we check the name servers now. Okay, looks like it's doing
that. So, in the meantime, you can go ahead and make a logo if you don't have one already. Um, I don't really think
this stuff matters to be honest. Mine looks something like that. You can go to Canva, make it in 5 minutes. And by now,
you should have a name for your business. We registered your domain on GoDaddy. We have a business email to set
up, which we will after the Cloudflare is done. Looks like it's going to wait a little bit. Then, we have the logo.
Registering your company. I actually can't give you legal advice about this. I would use Claude. Okay, Claude will
give you all this. And also, when there's any holes in this entire program of things that like you don't know
specifics on, chances are that they probably cover them better in the actual course, like the full course portal
here. Like for example, the go high level setup video here is a little bit different than the one I'm doing right
now, just because it goes a little bit more into depth. Um, but if you're you have questions, they're either there the
answers or you can ask Claude and figure it out. banking setup. I personally use Chase Bank. Um, but you can use
Revolute, which is a good online one. Payment processing as well. I would just set up a simple Stripe account. Um, so
you can collect payments for your business. is also a pretty decent one and it has really good UI. So, you
can ask the AI to make you a special payment link and it'll do that. Um, but Stripe is super simple. So, I would just
sign up, create an account. You don't need legal business information to create a Stripe account. You just won't
be able to like take the money out of Stripe without a business bank account. So, and you can always do this under
someone else's name if you need to for now, but I would recommend making a Stripe account and setting up your legal
business information. You could use a trusted provider like Legal Zoom. That's what I did when I started. Or you can
just ask Claude. Um, but basically, you want to just get these eight steps solved first. This is just simple stuff
to start your business, right? So, we just refresh this page right here. And believe it or not, like starting your
business is not hard. So, like that's why this part is so short. Cool. Your domain is now protected by Cloudflare.
So now if we can look up Google Workspace, we can set up the email. This is also super super simple to do
this. If we click get started and we choose our business name, which I don't know is like course own course or
something. Um go to next. Take in our current email address. Set up your existing domain. And we already have
this domain. It's protected with Cloudflare. So if we click next, we can set our name in front of it. So
we can do like your name atyoudommain.com whatever your business name is. So let me go ahead and type in
my password. Perfect. So once that's done then we are good to go and we can create our email and then we can connect
our calendar our Google calendar our new one to go highle. So it's going to charge a little bit of money. Um you can
actually start a trial for the $20 a month plan and then also like downgrade it to the $12 a month plan. I think a
lot of people do that. Um, but just for now, I'm going to go ahead and get this 14-day free trial. This is probably the
go highle costs. This cost, the domain getting costs are probably the main business cost. I don't think there's
really going to be much else other than that. So, I'm going to go ahead and pay for this now and then I'll see you after
I'm done. Great. So, we'll skip for now and not add any new users or anything like that. But now we should have a new
account. So, we'll go ahead and verify our domain. Now, you'll know this has worked if it says sign into Cloudflare
right here. That means the connection worked properly. So we can go ahead and sign into Cloudflare. It will go ahead
and analyze it and add everything that's needed to be added. So what we can do now is authorize this with Cloudflare.
And while it does this as well, we can go actually into the domain settings of go highle and add there this new domain
that we just got. So we can authorize it here. It's owenfreecourse.com or is it owensfreecourse.com?
owenfreecourse.com. Okay. So we can go ahead and funnel that. And this would be the name of your business, whatever it
is, and connect that to go high level now. So you want to go to settings into your new agency account here and then go
to domains and URL redirects. And then we can simply just add connect a domain. And this will be the domain here. So we
can actually build up the funnel and set it up to a website. So just like that, we can press activate Gmail. And now we
have this email. Pretty cool, right? Namegmail.com, right? So we can sign into Cloudflare
once again here. Sorry, we're kind of doing like two things at once. Um,
authorized with Cloudflare and then, uh, yeah, we can also add that. We can authorize this
course.com. Okay, great. So now we have a Gmail. So we can actually add that now to go high
level. So it says AAA record for conflicts. So if you see this when you try to connect it to go high level, all
you have to do is go to Cloudflare, click on it, go to DNS records and then find A records. So if you see any A
records right here, you can go ahead and just delete those. So there's two there. Perfect. Now we can close out of this
and then we can go ahead and refresh this and try it again. And basically all we're doing right now is setting up a
Google account so that we can, you know, have a hub for our business where we're going to like set up our calendar. Um,
and also in the course portal, if you, you know, sign up for my affiliate in 1.1 lifemastery, this will set you like
to teach you how to set up your calendar everyone >> so that you have like perfect
availability and you can basically set up your calendar for, you know, as the best productivity as possible. Like I
can show you a little bit of like what it would look like set up. And that would be under your business email,
which is exactly what we're setting up right here. So if I refresh this page, I imagine we're done. Yeah. Cool. So now,
what's cool about this is that we can go ahead and open up like a new incognito window for now and go to our email and
then log in with this new email that we just made. Now, our password.
There we go. Welcome to your new account. Pretty cool. So, now we have our business email, which is awesome.
Um, we're not going to be doing too much cold email or anything, but it does help to see like where bookings come in when
you get them. So, there's that. And then also on this account, you should have a Google calendar as well, which let's see
if we can find it. Calendar.google.com. Perfect. This is our fresh calendar right here that we have our new one.
Great. So now that that's done, we can connect go highle to this. And what we can do is set the availability daily for
this calendar. So like let's say you don't want to get bookings with potential prospects from like, you know,
midnight to 9:00 a.m. every day. You could just set that to be daily. And then also, let's say you don't want
bookings 6 p.m. onwards as well or something, whatever that might look like for you. Then you can go ahead and
repeat that daily as well. And then go high level will only book appointments for you or like give people the
availability on the calendar to book appointments in between these two times. So it's pretty handy. Now what we have
to do now is authorize this to add our domain to go high level once again. Let's go ahead and do that. So first
things first, let's actually we'll go back to the domain in a second here and add it to go high level later. For now,
let's go ahead and add our Google calendar that we have right here just connected. So, let's So, all you have to
do is click on you as a staff member and press add new and then connect your new Google calendar. So, I went ahead and
just selected the one that we just made and then basically collect select yes and there you go. You should be good to
go. So, you can actually add this as a linked calendar um just like so. And then also a conflict calendar so that it
will check conflicts and it won't book for example at these times that are blocked off. And also as a bonus, you
can even add your other calendar as well. So if you click add and subscribe to another calendar, you can subscribe
to your personal calendar and make your um business calendar not get any bookings. Also, that's pretty much all
you need to do when it comes to connections here. Google calendar is by far the most important one. And if you
see as well, if we go to the calendar section now and your account, you should see your new Google calendar on here. So
if we check it right here, yeah, so you can see this time got marked as nonavailable. It's pretty cool how that
stuff works. So, now that that's done, let's add our domain. So, if we go to domain services,
we go to domains and URL redirects. We can connect the domain we got as well here.
So, let's go ahead and do that. Now, we removed the A records. So, it should work now. Perfect. Authorized domain.
And this is where we're going to hook up our funnel to and everything. So, owensfreecourse.com. So, this is going
to load and then connect the domain to go highle. Um, and what's cool is also we can send the automated emails from
this new email that we made as well, which is pretty cool. Okay, perfect. So, now that the domain is linked, we can
actually go ahead and link that domain with the agency website. So, we'll hook that up to home and then the error 404
page will also be home and we can proceed to finish. And um, now we already have like a live website. So, we
have a live email, live calendar, and a live website, which by the way, we need to make a lot of edits to. Um, but for
now, let's continue on with the video. So, you should have all eight of these things done. Your name for the business,
registering your domain, a business email setup, which we already did, logo, which doesn't really matter that much to
be honest, registering your company, which is something that you can do later. Um, banking setup as well later,
and payment processing setup. Just make a Stripe account just like that. Super easy. You can even make a payment link
as well. And I'll show you what I mean on Stripe. If you go to payment links, you can press create payment link and
then add a new product and then call it the name of whatever your business is and whatever you want to charge up
front. You can add an image, which would normally be your logo. And you could choose a one-off, choose a price. Let's
say you charge, you know, 1,500 bucks up front and your services is Owen's free course or whatever your business name
is. Mine's not that. I'm just for the video example. And also, you can actually save payment details for future
use down here in additional options, which is really great. So if you want to manually charge customers, if you do
some kind of pay per result offer later down later down the line, you know, where you get them 50 leads and you want
to charge for 50 leads, you can manually charge their card because this payment link puts it on file. So you can create
link and then you have a payment link you can use on sales calls when a client decides to go with you. All you have to
do is send it to them during the call and they can pay you. So pretty cool. Now that that's done and you have these
basic steps done roughly 1 through 7, let's continue down with the software setup. So, if we go back down to the
agency level and click switch out to [snorts] agency level, which is a button right here once you're inside of your,
you know, sub account, we could actually add our website and domains as well to the actual like gohighle website. So,
instead of doing app.go.com, you can do app.youbus.com. So, the way you would do that is go to
settings and company and then simply go to white label and you can add your specific domain right here. So you can
just quickly just app you can quickly just add the domain that you've already added in here and it will be app
whatever your domain is.com and that's for now how you're going to be going on go highle. So there's that as well. Now
to kind of just break down like everything that's available to you with this just to kind of go through the rest
of settings. We've kind of covered everything down here. We did the integrations and we did the domains and
all of this extra stuff is just unnecessary to be honest. But the next one up that's important is custom
values. Right? What we can actually do and what I would recommend you do is put in all of your information here by
clicking edit and adding your values. So for example, your phone number, whatever that phone number is, you can just add
it here. Your postbooking page will be your doommain.com/bookooked I think. Let me check. If we go to the
site section, we can see actually. Great. So Owen runs. Yeah. Yeah. Your domain.com/bookked. That's going to be
the link. If we go back to settings and custom values, you want to just type all this stuff in because you could
basically use custom values to add custom elements to pages and it'll be universal across all the pages. So
instead of typing your number on a page like every single time or something or like a link to something, it will
automatically just put it there because this custom value is placed on the funnel instead. So privacy policy page
and strategy call calendar. Um privacy policy page is super simple as well. And the sites you'll have that here. So,
yourlink.com/privacy policy. So, if I just go ahead and go through and custom values, edit that.
Perfect. And let's see if that link actually works, by the way. Yeah, privacy policy, which I like. We'll
change the logo. We'll change the stuff here to make sure that it's all good. And see, like, for example, it doesn't
say it says like nothing understands that your privacy is important to you. But normally, what you would do is that
would be this link right here. So, your agency name, let's say your agency name is like Owen's course or something. and
um it'll show up on the privacy page. The point is that's exactly how these custom values work. You can also add
your email which mine was owen owenfreecourse.com I think something like that. And let's see what other
stuff we have to do. The strategy call calendar as well. So if we go to calendars, you actually have your own
calendar here um which is included inside of the snapshot as well. This calendar is how you'll actually book
appointments with potential prospects because that's how client acquisition works, right? You reach out to
companies, get them to book appointments with you, and then sit down on the call and explain your services on some kind
of Zoom call and then get them to agree to go with you and then you give them this payment link and then they pay you.
And that's when the client relationship begins. And obviously, we're going to explain everything about client
fulfillment here. But yeah, if we go in the calendar view, we can go into calendar settings and you should see
your calendars here, right? You should have just one called strategy call right here. And what you want to do first is
activate it, right? So, click activate. And it should no longer say inactive there. And this calendar right here is
your calendar. So, for now, this is the actual invitation, you know, name that's going to be gone. And it says custom
values your agency name, right? This will autofill with your actual specific agency name, right? Same with this right
here. That's what I mean by custom values. The staff and location, you want to add yourself as a staff member and
then do high priority so you get all the bookings. And then also change it to Google Meet. that is probably where
you'll be taking the calls. If not, you could do Zoom if that's what you provide. But you will have to connect
your Zoom account. You can also set up your availability, which if I were you, actually, I would recommend to customize
your schedule to be from 12 to 12, just like that, or 11:55, and then copy that to all. And then what you can do is then
your calendar will go solely off of the availability of your Google calendar instead. So, we can press save here.
That's how that'll work. And then make sure the time zone set properly. Also, booking rules, meeting interval, I
recommend 15 minutes. Duration, 30 to 45 minutes. I've actually been recently taking calls with just 30 minutes cuz I
don't really think I need more than 30 minutes with a company, but maybe you want more. The date range of how far
people can schedule to the future is only 3 days. Minimum scheduling notice, I actually like to have this on like 4
hours, so then I don't get bookings like out of nowhere, you know, like in an hour from now. Um, so that's all the
options there. Everything else doesn't matter. You can actually turn on, you know, look a certain percentage busy to
see like, you know, make sure you're not like fully available with spaces. Um, so that's there as well. And then the form
that they use when they fill it out and the notifications that they get as well. So, okay. So, I believe the video cut
out for a little bit there. So, I apologize, but in custom values, all I did was I added the calendar. We now
have the calendar availability set up properly. And I went to settings to make sure that the time zone was correct cuz
before it was on central, now it's on Eastern as it should. But what we did is basically inside of calendars, we could
see that our availability for everyday bookings is from roughly 9 to 5, right? And then we go into the calendar right
here, it's from 9 to 5. So it's perfectly so it's perfectly done. And then we took the link to go on the
calendar and added it to the custom values right here by clicking edit just like we did with the other things. Um
the same with terms and conditions, the same as the other ones. So don't worry about that. VSSL link. Um, and what's
good about like this is why you're putting the reason why you're putting this stuff in to the custom values in
this way is if like we go onto the website that you already have right now. Like if you look up your domain right
now, it'll show something like this, right? It'll show you like your logo here, a basic template, and down here we
put in privacy policy. Now, it's going to open up your custommade privacy policy, which by the way, we will. And
it should already say your business name as well, but we do have to change the logo. And then also, I haven't put in
terms yet, so it doesn't go to it. All right. Now, this is what I mean by the custom values is that we're just filling
the stuff in so we can build this out as fast and easy as possible. So, let's go back to the terms here in sites and
let's go ahead and add it. So, we go ahead and copy this, add this to the custom values as well.
Terms and conditions. Perfect. And then website in this format right here. This one right here is literally just
domain.com. Okay. And then your first name. Mine is Owen.
Perfect. So, that's pretty much it for the most part when it comes to custom values. That's all you have to do for
now. We will create a VSSL and I'm also going to show you how to which is basically a video to explain like what
you do. So, it's either going to be on the front of your page or on your slashooked when people book a call with
you just like this. If you've thrown a ton of money at Angie Leads or Home Adviser, you know, a video that looks
just like this basically. So, that's just an idea about like what you might be building similar to. So, custom
fields, don't worry about it for now. Now, if we continue to go up settings here in the phone system, this is where
you can buy phone numbers. Now, I personally don't recommend using GoHigh Leo for phone numbers. I recommend using
Twilio, which is a service outside of GoHigh Le. And that's actually the tutorial that the ATP will be, which
will be like shortly after this video. Um, you are only going to see the ATP video if you are on the course portal,
but the go the ATP video will be in this software video or I believe where is it? Yeah, it will be one of these videos in
the software setup. You should see AT2P verification like right here. Um, and it'll explain how to get verified with
Twilio, which means you can get verified permanently and not have to deal with go highle phone number rejections
basically. So, you'll see that in there, but otherwise, you can buy phone numbers here. You just can't use you can't use
SMS and send SMS messages until you actually have ATP verification. And if you use Twilio and connect the Twilio
phone number to a high level, it's easier to set up. So, there's that. And then also in terms of the messaging,
you'll also start to send number like start to send text messages and you'll see reply stop to unsubscribe for all of
your messages. You will have to go ahead and turn these off, but you can only do it after around 2 weeks of having your
sub account. So unfortunate, just true. But yeah, so you can get local numbers or you can get toll-free numbers. So
like 88 numbers or like wherever location you are. Um, so what I would recommend you do is take whatever local
location you are. And for example, like I'm in South Florida, which I believe is like 303 or something like that. And
what you would do is you would buy a phone number either on Twilio or go high level. And you would click phone
numbers, add number, and then you could basically search up with the filter specific areas. I'm not sure if this is
go high level, but let's or if this is South Florida. Yeah, I don't even remember. But then you'd proceed to buy
a phone number like that. And then you could call right away by even clicking this and use a phone number that you
just bought to call. Um, but we will set up SMS and make sure that we can send SMS messages by getting ATB by getting
ATB verified with this document right here. But once you are verified, once you go through this video part in the
program, which you can do right after, um, you can send SMS, but when you do so, it'll look like this. Like I said,
you'll have to turn that off inside of messaging here. And you can do that there. So, that's pretty much all you
need to know when it comes to phone numbers for DAO. Um, another thing that you can do once you buy a phone number.
So, like let's say I were to buy a phone number and I'll just do that right now to show you. Let's say I was based out
of Tiffan, Georgia. Sometimes you'll have to verify your ID, um, which is completely fine. Doesn't matter if
you're out of country or whatever. And once you and after you do that, you can add a forwarding number to the go high
level using this instruction here and basically make it so if someone were to call that number, then it'll go directly
to your personal phone, right? So, super handy. Now another thing you could do is out of email services which is the next
part above that in settings you can create a dedicated domain for um better deliverability. So you can do like
mail.youdommain.com. So mine's like owenfreecourse.com right? You could do something like that.
You can add and verify that and um that's pretty easy right there. You can continue to add that to Cloudflare.
It'll automatically do it for you. Okay. Authorized domain. And this will basically make it so the automated
emails that you send through go high level will have a better deliverability because chances are like it'll send from
the lead connector one which is what go high level uses and the deliverability isn't perfect. So we'll go ahead and
we'll make those good to go and then we'll just kind of go through the rest of the settings go through the rest of
the base rest of the stuff that you'll actually need to set up and then we'll actually build a live funnel together
and test it out and make sure it's all good. So once that's done it should look something like this inside of here. All
you would normally have to do is go ahead and set headers. So you can add your from name. So whatever name it is.
And then the actual email which will be your name at mail.youdommain.com. So owenfreecourse.com.
Okay. Just like that. And that is the email you're going to be sending emails now from now on. But you would go ahead
and basically verify it now. So it's good to go here. Then once you do that inside of here, set headers. Once again,
make sure that's good to go. So let me go ahead and just verify this now to show you how to do it. So you would go
ahead and click autoconfigure DNS. Press authorize domain. Now inside of Cloudflare, we'll go ahead
and authorize all these changes to make sure that we can send from this new domain. Okay. So let's try again.
Let that refresh and then we should be good to go there. Let's go ahead and let this do its thing. Perfect. So once
that's done, this is now verified and SSL issued. That's good to go. Now let's make sure the S the headers are set good
with the new domain. This will look a little less goofy as well once you have like like an actual business. It just
says my name twice. It'll be like your name at mail.youdommain.com. And then all you have to do now is I
believe go to domain configuration and select it for all of them. Now all the emails are going to get sent from this
new domain and the deliverability will be much better. So we'll set all these just like so. Now that's all you really
have to do here. You can warm up your email as well which it'll have you do here um as you send more and more. But
that's pretty much it. We just did all these steps and now your email deliverability is way better. So
congratulations. So another thing you can do as well is if you go to my staff, which is kind of like the last area of
the settings, you already have yourself in here as well. But if you want, you can go ahead and add make sure you can
select your calendar here that you set. You can even add an email signature as well. So something that's similar to
this um Owen free course. And this will be at the bottom of every single email. Then you can change your email here as
well. owenfreecourse.com. owen
owenfreecourse.com. I can't believe I chose that. And then your phone number, which whatever it is. Let's say it's
like this. Perfect. And then city, state. I am currently in Fort Lauderdale, Florida.
There we go. So, you can basically set up a signature just like that. And then you already have full permissions. This
is just saving it. And um yeah, obviously make sure you're setting the time the correct time zone as well. So
if you go to like um if you go through all this user availability, just make sure you're in the correct time zone
here, which I believe this is the correct time zone. Let me just check. Yeah, it is the it's the right time
zone. Perfect. Yep. So you would just check that and then we already set up our availability. Um and we have our
conflict calendars already set up here. It's already good to go. And um yeah, that's pretty much it there. So also
inside of calendars, if we go outside of settings now, we can go outside into the normal part um outside of settings
because we kind of covered pretty much everything there is to cover in settings. The main things being the
integrations to collect the you know connect the calendar, connecting our domains, the custom values, um the phone
system and a little bit of like information on like how the phone system works. Um email services to set up our
you know deliverability make it way better. the calendar section as well, which we've covered most of it already.
Um, the my staff to make sure like everything's dialed in and set good. Um, and then obviously we go out of
settings. Yeah, we already set up the calendar. We have the availability here. And we already have our calendar here as
well. So, you can add your logo, which honestly if I were you, I'd recommend adding either your logo or an image of
your face, which you can do here. Um, and then also everything else. Billing, no action needed. My profile, no action
needed. Um, business profile is important. Just make sure once again you're in the right time zone. That's
the most important thing, which I believe is like towards the bottom. But once again, this page like doesn't
really matter, okay? Like you don't need to fill this stuff out for the agency account, but I would recommend filling
it out for your client's account just in case they click on settings and they see all their information. That's what they
want to see. So, we're done with settings. Um, like I said, instead of payments, you will basically add
document and contract templates. You should already have one in here. If you don't, then I do have a ton of legal and
agreement templates in this program. So, we have a bunch of agreement templates in here that you can use. Um, just like
this one right here. So, this is will show you like how to fill it out. Basically, you could send this to AI and
then go through and then fill in all the information that you need to fill in. And, um, yeah, we have agreement
templates and what you would do is basically add those to go high level and just like this. So, you would upload a
new agreement, press new, upload existing PDF of a PDF that you already have. So you can download those as PDFs.
Once you go ahead and do that, you can open up the actual agreement and add in all the fillable information that you
need to get, you know, information. And for example, like with fillable fields, you would just add like a text field. If
you need them to type in their company name, then you could just write company name, just like that. And then if you
need their signature, you can go ahead and do that there. And then if you need their full name, you can go ahead and
just type in full name. Perfect. And um you can do any other places that you need to. I wouldn't recommend having any
of this. My templates don't have that. And then you could add it maybe here or there, wherever you need it. Um, and
then you could save this. You could click use template when you need to send an an agreement to clients. And you
could just basically type in a contact and add a contact to it and it'll send the agreement to them. So you can click
literally click a client that you want to send it to and click send and they'll sign an agreement. That's literally it.
So super simple. No use for docuign anymore or anything like that. So there's the options there. Next down the
list, I believe, is opportunities is a pipeline of like where you can manage your leads. They'll all go here. Um, all
the automations already set up for this. And then in the payment section, we already just went through that.
Everything else is kind of unnecessary. Uh, AI agents, we can actually set up a conversational AI agent for our clients,
which there's more details on this in the course portal. Um, but it's super simple. Like you can just create a bot
and do a bot just like this and appointment booking. And you can activate it by just choosing active and
it will literally just book people into appointments. So, super simple. Um, and you can give it more information about
like your company and what you do inside of marketing as well. There's trigger links and there's a lot of things that
you can do that are pretty valuable, but nothing that we'll touch on today. Uh, automation.
Automation is really powerful. Okay? Like I have the best automations in here for your clients. Like a ton of stuff,
right? Like if you go in here to like the snapshot, like it is the most powerful snapshot ever. Even just the
appointment book stuff is just like the best reminders two days before SMS like all all of this stuff. Appointment
surveys as well like with trigger links to see like what happened to the appointment so you can get the data
because a lot of people are like, "Oh, how do we track if there's shown appointments for our clients?" Well,
they will fill out a survey that looks just like this, right? So all those systems are here inside of the snapshot.
all the new lead notifications when a new lead comes in for our clients. Um, all the stuff that's like, oh, here, um,
we'll get you like, what do you need from the service? Like, what do you need from the company? Um, emails, thanks for
showing interest. Like, all this stuff is already built out, okay? You don't even need to worry about it and touch
it. It's taken me years to build this stuff, but obviously it's free. Um, if you get this bonus here. So, yep, the
automations are super powerful. There's, you know, triggers and actions. So, the triggers are at the top just like this.
So, when a survey is submitted, someone becomes a lead, which I'll break down the survey soon. And then there's the
lead uh automations here. And this is for your clients. And then if you go to the agency one that we have set up,
which is actually called owned course, um these are what you should have in here already right now.
So, to set these up, you want to make sure that it's in the right calendar, which it is, but it'll basically say um
notifications and SMS messages to your clients in the automations. The only one that you need to edit out of all of
them, out of all these automations, there's one message. This trust email right here says complete yourself. Um,
why should I trust why should I trust you? Well, you shouldn't. And then explain your story. Okay. Everything
else is completely good. Like a message that says good to hop on at 43 minutes. And then it sends them the meeting link,
right? And the meeting link is auto set with the calendar. So like all this stuff is built out for you. All these
automations. All you have to do to change them is do that one email and then that's pretty much it. Like that's
pretty much it and you're good to go. Now in under automations we have the sites. So this is where we have the
funnels. Now we have a Facebook ads funnel template. Um this is a template that's worked really well for me. Um,
you can put your survey here and testimonials when you run ads for yourself and put the traffic to this
page or which what I'm going to set up with you right now is a funnel that you can use right now. So, let's go ahead
and start editing this. Basically, you would put your logo here. So, you could press this button here and add your
specific logo and upload it. And you can basically type in whatever copy or information you want. Apply now. Now,
you can either have this go to a survey. Right now we have this going to the next step which the next step in this is the
calendar. So what we can actually do is have this be an open popup and this will basically open this popup that looks
just like this. Book your call um with you know your name to see if we can help you scale your business on a zero risk
basis. And then this could be simply just put the calendar in right here that we already have
just like that. And that's like a good example of like how we can kind of use this. And then we can have it be um and
make sure also to change the SEO data. So if I were to full screen this for a second, you can add your social proof
under here if you have any. Um if not, you can make a video about like what you do and how you offer it, which also I
have a video on like how to set up a VSSL, which I'll probably put in this um in this video. And um yeah, you could
basically set up these pages to look how you want. Like I've got um for example I've got one that looks just like this.
Uh I believe it's like Owen. What is it? Yeah. Homewise. Owen runs. So like you
can set up you can set up your pages to look however you want them with testimonials and whatever it is.
>> Um this is through levelable but I would recommend doing it high level now because it's much simpler for you
especially in the beginning. So you would add your logo, add a headline that looks convincing, and obviously use the
stuff from Meta Ads Mastery like improving landing page CTR to improve your landing page and make it as good as
possible. Right? So there's that page, there's the strategy call calendar page, um, which you can change the wording
here if you want. Um, you'd put the calendar here and then use action from calendar builder. What's cool is that
the custom value has it set to the slashbook page, right? All right. And the SL booked page will be a bit page
ideally with proof um about you, information about you, and you will basically build these out to look um
like your company and your information to get people interested about booking a call. Then what happens is like whether
you book it with cold SMS or cold calling, whatever it is, most people will see this /ooked page. Okay? And if
you decide to book someone in, then they'll see this page and decide whether or not they want to show up to the call.
So, that's how these kind of funnels work and why they're extremely important and you need to start going in
customizing, having some fun with it, build it out, maybe even speak to GHL support if you need some help with it.
Um, you can always start a Zoom call with them. They're really good about that. And, um, yeah, then you also have
the testimonials page as well. All of you that have my snapshot have this page of just like testimonials of job wins.
Um, and you can make stuff similar to this. And as you see, our email is up here from the custom values and your
logo. You can also add it here as well. your SEO data as well is something that you want to think about because the
agency website for example, if you click on these buttons up here, just go through all these to make sure they're
good. But right here, if we click on SEO, this is what our page is going to be called. Right? Right now, it's going
to be called whatever we set our custom value agency name to be, which is just fine. But also, you might want to add a
logo um and change it to be something else so it doesn't say your logo here when someone looks you up on Google. Um,
but yeah, you want to just go through, fix these funnels up, make them yours, and uh, yeah, super simple. So, that's
kind of the overall process. Now, if I were a lead, um, I would basically click on this page, see your logo, your
headlines, your stuff, maybe even a video about what you do. If not, no worries. And then they'll basically
apply now. They can book an appointment with you if you're interested about your services. Type in their information. Um,
right, just like this. yearly turnover revenue. Perfect. So, they can go ahead and schedule an
appointment and then they'll get redirected to the postbooking page to see like more about what your company
does. I would make your page look a little bit better. For example, mine right now looks like this, I believe.
Um, pre-recall, I think it's called. Yeah, learn how companies are closing an extra x amount of jobs. And then just a
bunch of proof. So, that's what I have set up currently. So, you can copy this, mimic it however you'd like. This is the
template that you get when you get my snapshot with a bunch of there is proof here as well. Um, and yeah, that's
that's that. It's good to go. It's super simple. And that is how it works. So, it got redirected to this page. And now, if
we check as well, the automation's probably triggered. And it probably sent one a message to Owen saying, "Hey, as a
reminder, your call is set for this time. Watch this page for proof. Here's the meeting link to join." And then add
it to your calendar here. So you can literally add the meeting to your calendar just like that. Pretty cool.
All this stuff is already built out. There's a link to the page which is the Google Meet link that we set up. And if
you look at like the [email protected] or whatever link, you know, email that we booked it with, it also gets sent to
their email. So action required just like that. Obviously the email I sent it to you doesn't exist. So that's not
real. Um same with the phone number. So um and also this message would normally not send through SMS if we don't have it
ATP verified yet. But if you want to learn how to get ATP verified, you can watch the resource that's in this course
portal which should be around 1.3 here. So yeah, that's pretty much majority of the go highle setup. Um I appreciate you
that hopefully this was like enough fundamental information. If you want to know how to like change the forms and
stuff of like how you know when someone booked an appointment that is in this form right here. So you can check it
out. Strategy call form. This is the one that we use. So you can change this to say like, you know, ask whatever you
want. And this is where the custom values come into play. This is a custom field right here. So if you decide you
want to add, you know, a special question, you could just add a special question. Um, you could do like a
multiple drop down or a radio question or a select. There's a lot to figure out here, but this is where I mean like this
is the learning curve, right? This is what you have to figure out. So yeah, just a quick overview. We have the
conversations calendars. Um, you should now have a funnel set up. You should have a name. You should have like a
logo, a domain, a Google calendar, uh my gosh, what else? Like I feel like everything automation setup, custom
value setup, trust pilot, like like proof even like everything, right? So, I hope you enjoyed the go high level
video. If you want more information on go highle, uh I have plenty of other videos on my channel and also there's a
lot of information specifically here. If you want to see how I make a winning VSSL, it's also it'll be in this video.
And um yeah, once again, if you want access to all this stuff and all this bonus, as I said, feel free to start an
extended free trial or upgrade your current trial to get access to this stuff, even a one-on-one call if you
upgrade. Um, and you'll get an email to explain how that works. So, yep, I appreciate you for watching the Go Hilo
video and I will see you in the next one. Hey everyone, it's Owen Resund and welcome to this short video on how to
make a winning VSSL. This could be a pre-all VSSL or a homepage VSSL, either or. Now, currently on my landing page,
it might look different in the future. I currently have a homepage VSSL that looks something like this. I'll play it
for you in a second. And then also a pre-all VSSL that looks like this. So, I'm going to quickly show you how to
make these, but first, let me go ahead and play them for you so you can see like what we're trying to accomplish
here. If you run a roofing, HVAC, painting, concrete, or any other kind of home improvement business, and you've
thrown tons of money at Angie, Home Advisor, expecting to get more jobs ultimately been burned, or you've thrown
tons of money at an agency that disappeared after a couple months, this video is for you. I'm going to show you
how you can get tons of jobs booked onto your calendar where you literally only pay when you sit down with a homeowner
at the kitchen table. Okay? No retainers, no ad spend, no paying for every lead that ghosts you. I literally
take all of the risk. And before I say anything else, I want to show you three real contractors with real numbers. And
yes, you can call every single one of them yourself. Number one is Brian at SEC Roofing in Savannah, Georgia. Yes,
you can literally look up the company. Over the last 2 years, we've gotten them more than 900 qualified leads. And yes,
you can call them and ask about Owen. Number two is SURL at StormPros VA and Mo. In 14 months, we took them from 135K
a year to 300K a year with the same business, same crew. We just got the right homeowners in front of them.
Number three, DJK Restoration in Atlanta. Another long-term partner that we've been with for years. Notice none
of those are one month flings, okay? I've worked with these guys for two plus years, and that's the whole point. I'm
not looking for a quick win. In fact, I'm looking for one company in your area that I can grow with for the long haul.
Here's a quick background because you honestly should know who you might be working with. My name's Owen. Um, I'm a
pretty cool guy. I'm 20. I dropped out of school to build this and I've literally spent every waking moment of
the last 2 years getting good at one thing and one thing only. Running ads for local businesses. I am so damn good
at getting your business in front of homeowners that actually want to buy. I'll run the ads myself. I'll do all the
research. I'll figure out what's working in your area specifically. And like I will make sure that we can work together
for a long-term partnership and it's profitable for both of us. I take every call myself. There's no account manager,
no call center BS, no offshore team that has Indian accents. like it's literally just me. Now, here's the thing that most
contractors get wrong. You don't need more leads. You've had enough leads. You need sitdown conversations with
homeowners at the kitchen table where you can tell them about your services. So, here's how I work and why it's so
different. Now, I front the ad spend and take all of the risk. I run all the campaigns on my end and my system
qualifies every single person before they ever have a chance to hit your calendar. So, by the time that you
actually see their contact information and give them a call to confirm the appointment, they already know who you
are. They know what you sell, and more importantly, they're warmed up and ready for the appointment. And once again, you
only pay when they actually show up. But I'll be straight up and honest with you, okay? I'm not the cheapest option out
there. There are guys who will run ads for a few hundred bucks for you and then just disappear in a couple months. And
the truth is that that's not me. You know, I charge what I charge because I've done this for years. I have the
social proof backing it up and yes, you can literally call the companies and ask about me. My clients stay for years and
I only win when you win. And think about that for a second. Like, if I only get paid when a real homeowner shows up to
your table. My incentive is exactly the same as yours, right? I don't make a dime sending you junk. I make money
filling your calendar with people who are actually ready to buy. And look, I get it. You've probably heard 100
pitches just like this. You know, in some agency, promised the world, took your 3K a month retainer or however much
they charged you, ghosted you the second that the check cleared. You've been burnt, okay? Maybe more than once. And
that's exactly why I put my clients real numbers in front of you for you to call them. I'm not asking you to trust me.
I'm asking you to verify me. So, all I want for you is to book a call down below. And this is not a sales pitch by
any means, okay? It's literally just a conversation to see if it's a good fit to work together. Okay? I'm going to
look at your market, your service area, your numbers, and I'll tell you whether or not I think I can actually help you.
If I can't, I'll say so on the call, and we won't waste any of each other's time. But if we can, then we'll move together.
And honestly, like if you want references, I'll hand you over my client's numbers right there on the
call. So to book, just fill out the form down below and grab a time. And that's pretty much it. So business owner to
business owner, let's uh let's see if this is a good fit. So we'll talk soon. So that is right there um the VSSL for
the homepage. Now, let me show you the VSSL for the pre-all. And the pre-all VSSL is usually a little bit different.
It's usually more proof oriented, more personal, and has a little bit more information about like what you do. And
I will show you how to make both of these in this video today. Here's how home improvement contractors are closing
hundreds of thousands of dollars of new cash solely from my system from getting more sitdown appointments with the right
types of homeowners. Brian from Asc Roofing, 24 months working with us. 923 qualified leads generated. Here's the
exact proof. Sirill from Storm Pros VA went from 135K a year to 380K a year in 14 months, even in a competitive market.
And on the call, I will put you on the phone with any of them. Okay? I'm not asking for you to trust me. I'm asking
for you to verify me. Now, here are some more screenshots from client results as well as client pipelines. Okay, tons of
results, lots of good screenshots, all that. Now, here is also the average calendar on what most of my clients
calendars look like. Okay, completely full of roof inspections and estimates and only getting charged when they
actually sit down with a homeowner at the kitchen table. Now, it's very nice to meet you. Like I said in the other
video, I'm 20 years old. I dropped out of school to build this. I love burgers. I love American food, unfortunately. Um,
I'm very handsome as you can tell. More importantly though, I do a lot of research for these calls, okay? Like I
will do at least an hour of research into your company into what you guys are currently doing and just like learn as
much as I can about what you guys are doing online as it is. And you know, I do a lot of research, so please show up.
It's kind of annoying when I get a lot of these guys booking these calls and don't show up after I put in, you know,
an hour already of research and I prepared something for you. So yeah, just please show up to the call and um
honor your words. So, I built a paper shown model because the retainer model that I ran felt crooked. I used to run,
you know, the typical REM retainer agency when my product wasn't that good a while ago. And the truth is is that
the contractor should never carry the risk in the situation because I'm the one making the claims. Okay? So, I
should be carrying all the risk and that is why I pay for ad spend and only charge when you sit down with a prospect
at the kitchen table. Now, to actually break down how this works, we will get buyers on your calendar and not leads in
a spreadsheet. We will run all of the ads on our own accounts that are already warmed up and ready to go or we can run
them on your profile if you want to boost your engagement and also improve your brand awareness. Two, we will
qualify them with a customuilt form to go through the entire process. All you have to do is to call and confirm the
actual appointment and you will just quote them and close them. It's as easy as that. Now, you only pay when a
homeowner actually shows up. Okay? There's no retainers, there's no ad spend, and there's no shared leads
whatsoever. Everything is exclusive to your company. And by the way, this call is not some kind of sales call or pitch,
okay? It's simply just a 20 to 30 minute call where we're simply going to see if it's a good fit for us to work together.
If it's not, I'll tell you, and if it is, then I will extend you some kind of partnership offer. So, here's how to
actually join the call and make sure that it's actually confirmed. So, if you just scroll down on this page that
you're on right now, you can confirm the call in two steps. Number one, open up the confirmation email from Owen Rens.
You should see your meeting confirmation, dear, your name. Thanks for taking your time to sit down.
including it will also include the link to the page that you're currently on right now and some more details about
what we do. We'll send some automated reminders to you as well as some more information about our company, what
we've done, and more importantly some social proof as well so you can show up to the call prepared. Number two, accept
the Google calendar invite. So you will get a separate Google calendar invite that says add to calendar and it says
invitation blah blah blah strategy call, whatever it is. All you have to do is click add to calendar and click yes, you
will be attending and that is how you will confirm. And you can also respond yes in all caps to our text messages
that we send you as well. How to join. Like I said, the Google Meet will be in there. And if you need to reschedule,
feel free to reach out to the number that I texted you. You should have gotten a text that looks something like
this. Hey, your appointment is booked. It's nice to meet you. Let me send you some more information about what we do.
So that's the text message you should have gotten. Again, join the meeting by using the Google Meet link that you get
within the emails as well as the text messages. I'll just stay in contact with you, send a bunch of reminders to make
sure you're good to go. And yeah, I look forward to meeting you and I will see you on the call. So that was the pre-all
VSSL. The front page VSSL is optional obviously, but because I had a lot of information in the front page VSSL, I
made the pre-all VSSL a little bit shorter and simpler. Uh, so this is what I made. Now, if you need any help with
this type of stuff, you can just do a test booking as if you were you screenshot it and send it to Lovable and
just tell it to make it for you. It's super super simple. And other than that, we have a winning VSSL script I have for
you that's in the description of this video. This is the script that I used in this video. Exactly. change the proof,
change the social proof because this obviously isn't your social proof. And this is the exact script that I used.
You can use it, make a copy of it, and make something of your own. Then once you actually have the script and you can
just talk to Claude on making it better, whatever it is, that's what I did. You just simply need to record it. You can
record it with your phone in any kind of environment. Super simple. And once it's recorded and you have it recorded and
it's all good to go, open up some kind of editing software. And I use Da Vinci Resolve. Here's a little bit of the
backend scenes of like how this looks. My footage naturally with my camera comes in like this. It comes in an S-
log. It looks like that. So, I go ahead and do the honor of color grading it to make it look a little better using a L
that I paid for. Um, I'm assuming you don't have an expensive camera, so you don't need to worry about this type of
stuff. But, basically, I added a little bit of a dynamic zoom in the beginning. So, to do that, I turn on dynamic zoom
in this clip. See how it's turned off here? Turned on here. And I made the ease in and out. And then I set dynamics
to zoom up here. So, basically, it does this. If you want to roof that little dynamic zoom, it's optional. Um I have
cutting here and there. So like throughout throughout the video you can whatever you can splice it which I do
like commandB and it splits it and then you can you know remove sections that you don't want to be in the video. Um
here right here of jobs booked on how you can get tons of jobs booked onto your calendar. Super simple. I just go
through the video yourself. Number one is these right here are just screenshots that loable made. So I just gave it like
information and it basically made these proof slideshows. It's super simple. I just screenshotted it and then I put it
the screenshot right here in the video. And once again, you only pay when they act that that's not me. You know, I
charge when I and these clean cuts are throughout it. And then that's it. So once this is done and it's all edited
together, make sure you have a clean background, ideally not your bed in the background. Then what you could do is
export this. And then what I did is I put this into Cap Cut in Cap Cut. And then basically all I did
for the VSSL is say captions and I clicked on the templates and then I clicked on the glowy yellow one which
was I mean you don't have to have the exact same captions as me. Like it truly doesn't matter just as long as it's
engaging in some way. Yeah, I don't see the one that I picked but it was just like a glowy yellow one. So and I just
click click the caption and click generate. And that's all I did. And then I download it and my VSSL is done. So
what I did to host it is I put it into Vidalytics. So, Vidalytics is an analytics software that you can do to
host your VSSLs. Um, it looks just like this. So, I have control radius pretty low. Um, opacity levels pretty low.
Controls, these are the settings. Seek bar. These I have the rapid engage seek bar. So, it like speeds up throughout
and then slows down towards the end. So, it looks like it's going through it faster than it actually is, which is
smart. Then I have the classic look playback um all view settings. And then marketing, I have it as a video here.
So, I went ahead and just embed and share that, copy this code and send it to Lovable. So, it's the same thing for
the pre-all VSSL um as the normal VSSL. So, obviously we have the normal one here and then we have the pre-all over
here. So, the pre-call VSSL is literally just me. It's a clipping mask on me. You could do a loom video if you want or
just crop yourself in the corner. >> And then it's all it is is a screen recording of me going through a
slideshow. If you want the exact slideshow that I use in this video, you can go to homeweis.enzle.com/bsl,
onzel.com/vsl which I'll also put in the resource section of this video. Then here is the
slideshow. All you have to do is literally screenshot this and ask it to remake something similar. You can um I
would definitely not recommend doing the exact same. Don't do the exact color schemes. Make it your own. Okay,
copycats or just they're going to die. You know, it's like over the long term you need to learn how to iterate and
learn how to do this stuff yourself. So this is what I made. I have some proof on here. Super simple. And you do the
same thing with Da Vinci there editing wise for the pre-all VSSL. Um, it's literally just me going through a
slideshow. Okay, that's all it is. And I cut it to using my phone. Something like this.
>> Okay, so it's just a full screen instead. And then you can just export this. Once again, you could have
captions for this. I chose to not have captions because it's a slideshow. And then once you're done with that, you can
upload it to Vidalytics as well and do the same exact thing as you did with the other one. Same exact settings. I'm
actually going to make the opacity level a little bit higher because it's kind of hard to see. There we go. And then you
can just simply embed this again similar to the other one and put it into lovable. Ask it and be like, "Here's the
VSSLs. Plop them in." Okay, that is how you record a profitable good VSSL um that I've gotten major success with. Do
as best as you can on camera. I know it's probably new for some of you. That's just fine. If you need the VSSL
script or the links to my funnels, um they are in the resource resource section in this video. So, I hope you
enjoyed and I will see you in the next one. Hey everyone, it's On Rensland and welcome to Facebook page setup and
account warm-up. Now, if you already have a Facebook page for your business or even for your clients, still watch
this video because I'm going to show you how to do an engagement campaign to warm up your account and get thousands of
followers insanely fast. So, first things first is you need to create a business page if you plan on ever
running ads or even just to have a better brand. What I would recommend doing is obviously you would make a page
off of your account because that's what this is. This is a business page, not an account. You would go to
facebook.com/pages and create a new page. Now, be careful that you don't create an ad account right after you
make this page um or, you know, after you make a business portfolio under this page because, you know, they'll get
restricted if you make things too quickly. What I would actually recommend is I would make it a personal name. Now,
this is something that I've done because it works really well in my niche, and this is largely dependent on your niche,
right? If you're working in the medical space, in the medical industry, like you probably want to be seen as a bigger
company, so you probably don't want to do this. But if you're working in home improvement like I am, you can create a
page that looks something like this. This is a business page with my first name and last name. Okay. Now, the
reason why I do this is because I can run ads and it'll be under this page. So, they'll see Owen Rensland and a
picture of me smiling. Obviously, it's AI created. It looks kind of hideous, but they will basically trust you more
because instead of being a giant company that, you know, has worked with a bunch of agencies, you're just a one-man band.
And honestly, for some reason, contractors tend to trust that more because they want to work with a person
and not a company, right? They want to partner in this. Um, but this is largely dependent obviously on the niche that
you're in. So, keep that in mind. This might not work. You might want to make this your agency name, okay? And logos,
pictures everywhere. I should do more posts in the in my niche, but I'm not. It's just fine. But I do have a good
amount of followers and I could increase this at any time if I want. But it's just enough to be, you know, fine. Now,
I do recommend posting content, etc., but make a business page to run your ads. Either your agency name with your
logo or personal like I have here. I have both of them set up. So, the client business page is something that you can
create as well. A good example is Home SolutionsUSA. So, this is an account that I have to basically run some
clients ads off of. And obviously this is a test account for this video and for the last couple of weeks of me, you
know, doing a challenge. But besides the point, um, this is an example about what you want to create. Don't copy it, okay?
Don't call it yours Home Solutions USA and do a picture of, you know, USA Colors. Be creative, you know, make it
unique. Go on to Claude and ask it different names. You could do like you could literally call it connecting
homeowners or you can call it home improvement or you can call it, you know, jobs for jobs for homeowners or,
you know, just something like that. You can really just make it super simple. Um, and make it just basic like this.
Don't worry about this post. It was just a test. Um, this right here is some basic channel art that's made with
Claude as well or not Claude, but Higsfield as well as this logo. Super basic. And this is where you can run
clients ads off of. But more importantly, you want to do this because I've made pa Facebook pages for clients
on their behalfs and didn't do engagement campaigns. And yes, the ads did okay, but they didn't do insane.
They did, you know, decent. And the truth is is that if you warm up these engagement, like these Facebook pages
with the engagement campaign I'm about to show you, like you will get so much better results because Facebook will
push out your stuff, you'll get lower CPMs and you'll ultimately just get better results. So, what I would
recommend you do is run an engagement campaign that looks just like this. Okay, this looks crazy. So before you,
you know, um, call me insane, this works extremely well. And let me break down the campaign and show you how I built
it. Okay, so this right here is the engagement campaign that I made. Now, the when you create it, it is an
engagement campaign. All right, it's not leads. It's not audience or awareness or whatever it is. It's engagement. And I
have it set to auction engagement. Okay. Adset budget. Super simple. And I have each adset running at what? $5 a day.
Yes. I have the conversion location set to Instagram or Facebook. maximize number of page likes as well as the
Facebook page that we're trying to boost. Okay, $ five dollars a day. And I personally have it set to US and Canada,
but if you want even more followers, like a ridiculous amount, you could do a place like Colombia, you could do um
Pakistan even. You could do any other as well. Um I don't really know whether or not Facebook targets the ads um
differently if you have a different follower base. I'm pretty sure it doesn't. So, um, but just in case, I did
Canada and US, which I still got fine results, good enough results. So, it's up to you which one you use. 29 to 64.
So, in our age demographic of like who we're trying to reach for contractors as well as our clients, you know, that work
with the contractors or whatever niche we're with, that is the ad setup. So, super basic. And then the ad is
literally just the Facebook page once again, picture of a dog saying, "My name is dog. Follow to watch me grow up." And
it's literally just a picture of it running, which I made in Hicksfield. So that's it. And then the other one is a
different one. My name is Biscuit. They're both getting around the same results. Biscuit's doing a little bit
better. So good on him. But um I have this one on my personal page. And then this one on my, you know, B TOC page or
business to customer page, and this one's on my B2B page or my business to business page. So that's a simple
engagement campaign. $5 a day in each ad set. And that right there will get you hundreds of followers. And if you want
even more followers, you can do Pakistan or, you know, Colombia or a different area, South America, and you will get
way more followers for much less because people in the US, you know, people in other countries will just bam this. So
yeah, that right there is the engagement campaign. That is everything you need to know about setting up your Facebook page
um and getting your account warm. Keep in mind that like this stuff is not that important like about like you know
what's in your bio and how much you post and all this stuff. At the end of the day, the ads are going to do the most
needlemoving work, right? That's where all the leverage is. But getting this stuff set up on the back end can
definitely help lower your CPMs and get you better cost, better results for your ads in general. So, it's definitely
worth doing. So, I hope you enjoy this video and I will see you in the next one. Hey everyone, it's Owen Rensland
and welcome to crafting a winning offer. Now, this video is going to be extremely valuable, so don't miss it. We're going
to go into a lot of detail about create crafting a winning offer. If you already have an offer, please still watch this
because we go over the unit economics of like how to basically run your shown model, whether you're doing paper lead,
paper shown, paper qualified, whatever it is, right? We go through all the unit economics to make sure that like it's
profitable on both ends and you are where you should be. And also just strengthening your offer in general,
building one at the end. We'll often we'll even have you create an offer today if you don't already have one, as
well as wording and just a bunch of really valuable things that you need to know if you want to win in this game.
Now, an offer is the clear value you promise to deliver a client in exchange for money. Your offer by far, and this
is 100% true, is the single highest leverage possible thing in your entire business. Okay? Not your ads, not your
funnel, not literally anything else. If you're struggling to land clients after tons and tons of sales calls, nine times
out of 10, it's not your sales ability. It's a weak offer. And no amount of sales training will fix that. Every
offer lives between two points, right? Where your prospect is now and where they want to be. and the offer is the
bridge across for them. So, this is a nice visual to represent that every client that comes with that comes
through and books a sales call with you is in a current state at the moment, right? So, let's say that's a roofer
doing 30K a month, living on referrals and door knockocking, worrying about every slow week, and is ultimately only
doing word of mouth. Now, your offer right there is what takes their current state to the desired state, or at least
that's how you need to position it. The desired state might be they're booked out. They have crews running full,
predictable jobs every single week. And your job is to make that bridge look so safe that crossing it feels like the
only possible option that they can do. That is what a good offer does. So it's a little bit better than just like a,
you know, a promise to deliver a client value. It's quite literally you can literally transform someone's life with
the right offer. So the value equation right here, and we did already cover this, so I'm not going to go over it,
but this is what makes up value. And here's a little recap and a reminder as to what that is. Now, offer power. So,
to demonstrate the power of an offer, I want to go through the three main aspects of success when it comes to
business in general. Now, it goes market, offer strength, and persuasion. Okay, so here's how this works. At any
point, eventually, if you're having a hard time getting sales after tons and tons of calls, there's a chance it isn't
because of your sales abilities. Maybe you're good enough at sales. It could be the strength of your offer. And if it's
not that, then it's because you're in an unviable market. So that's how you kind of want to think about this
chronologically, right? You basically exist, you're selling inside and you're you're
basically selling an offer and that offer exists within the market because the offer is basically like what you how
you position because your offer is basically how you portray whatever you do, right? It's how you convey your
value. And um don't be mistaken, right? nine out of ten times like the problem as to why you're not growing in the way
you want to is very rarely because of the market. Okay? Unless you're in like some dying industry like the newspaper
industry or some you know market that's literally dying, it really doesn't matter. Most of us are in a normal
market. Like home improvement is a normal market. It's completely fine. Um but this is the power of your offer,
right? And I want to go ahead and explain some situational examples so you can get an idea about like how this
works chronologically here. Now let's say for example you have a normal market, right? you're in home
improvement and you have a normal offer. To become successful with whatever business that is, you need to be very
good and exceptionally good at sales to make up for the fact that you're in a normal market and have a normal offer,
right? So, that is the only way to succeed in this situation, right? And this is unfortunately the bucket that
most agency owners I see are stuck in, right? They have a basic commoditized offer because they're copying everyone
else and they're working in a normal market, whether that's home improvement or real estate or whatever that is. And
the problem here is that like it they have to become very good at sales. You have to be very good at appointment
booking and very good at just like high ticket sales to make that work. Yes, you can make that work, but most people are
not willing to go what it takes to become good at sales in this way to make up for these two things that are just
normal. Now, conversely, let's say you're in a great market. Here's another situation. Let's say you are in a great
market, but have a bad offer and bad sales. You could still succeed, but it's very rare to have a great market. Now, a
really good example of this is let's say you are a fried chicken shop that is open till 4:00 a.m. right outside of a
college bar. Now, no matter what you do, as long as the lights are on, you are going to sell out. Okay? Doesn't matter
if you have bad sales, bad persuasion, you're not even like you have barely good chicken. Um you have a bad offer
and your chicken's super expensive, whatever it is, it's like it doesn't matter because you're in such a good
market that you're going to succeed no matter what. Right? Now, here's another example. Normal market plus good offer
plus bad sales equals success. So, chances are when you start out, your skills aren't going to be incredibly
developed yet when it comes to sales. Now, that's completely fine, completely normal, and most of us are in an old
market, right? So, all you need to do to succeed and sign a bunch of clients is to just have a good offer, right? Now,
that's what we could do. And so, here's what we can do to actually apply this knowledge to our situation. Now, we're
currently working in a normal market, right? If you're in home improvement, then you are in a normal market. But if
you work in a small micro niche, so I'm talking like some small subset of home improvement. So not roofing or not
roofing or remodeling or some big thing in home improvement or home building. I mean like some small thing like
driveways or artificial turf or security systems or these really small microniches
that can give us some similar results as working in a great market because there's such there's not very many
competitors in these tiny little microniches. So because of that, we could succeed much much sooner and much
faster. In addition to that, we could have a good offer, you know, with that's the point of this video and get better
and better at sales and we will experience incredible results. I mean, unfathomable results. You will get so
many clients. You will make so much money and that is exactly the point of this video. So, let me go ahead and
break down the components of what an offer actually consists of. Now, here's an example of a really strong offer. Pay
us for every single shown appointment. No retainers or anything else, just cover ad spend. I'll generate your leads
and call them for you, and you only pay me if they actually show up. I'll guarantee you six jobs in the first
month, or you get the next month free. Now, this offer is extremely valuable, but what is it actually composed of?
So, a winning offer is composed of six things. A dream outcome, time frame, method, safety net, pricing, and
qualification. This is what strips back like if we go back to the fundamentals of like what an
offer is. This is what it is. There is a desired situation of the market or which is similar to the desired state. Same
thing. And that could be six roofing jobs in this case, right? Or 20k in new monthly revenue, appointments, get a
girlfriend, lose 20 pounds, whatever it is, right? That's the dream outcome. That is the desired state. The time
frame. Now, I don't think I have a time frame in here necessarily, but a time frame is also common in most offers. you
know, we'll get you 20 clients in 30 days, you know, whatever it is, right? Method is special methods in order to
get the desired situation to kind of fill the gaps. So whether you're generating leads and calling them using
our in-house sales reps or secrets basically that are unique to get people the results that they want. Okay, so
that is what a you know the methods are inside of here. So right here, I'll generate your leads and call them for
you. Now, this could be stronger and say like I'll generate you appointments and confirm them for you or whatever it is.
you know, if the further you go down the rabbit hole of doing leads versus appointments versus jobs. These guys
want appointments and jobs. They don't care as much about leads. So, you want to mention that more. But anyways,
safety net. We have some form of risk reversal here whereby you only pay me if they actually show and I'll guarantee
you six jobs in the month or you, you know, in the first month you get your next month free. Guarantees have their
place in a strong offer. I won't lie, but sometimes when you have a pay per result offer that's like this, you know,
you're charging per appointment or whatever, per shown appointment, having a guarantee almost seems a little bit
too much that it shows that you're not even confident in your services. That's how I see it sometimes. So, just be
mindful of that. But safety nets could be guarantees doing paper results, you know, paper lead, paper shown, etc. And
that is the safety net. Paper shown appointment. Now pricing. Now pricing is a part of an offer. We typically don't
have it up here you know in your typical offer because you usually you know you drop the price at the end whatever it
is. But um it also is the pricing method. So whether it's performance based commission based on one-time fees
or retainers these are the four. Now what we are going to be doing is performance-based because in the
beginning you don't want to be charging a ton of a ton of onetime fees and payment pay in fulls or piffs to people
when you don't have as much experience as you should have. Now, if you have tons of experience, then by all means,
charge pips, but we are not going to be doing that. We are going to be building out a performance-based offer, which is
better for beginners, which is better for LTV and also beginners qualification. So, this is also just
removing people that aren't a good fit. Now, there isn't everything in here looks like to this is like the best
offer ever, but um whether it's for agency owners or established companies only only or roofers doing 500k a year,
whatever it is. Now, I want you to read through these offer examples. Now, this is something that I really recommend you
do, okay? I would recommend just pausing this video, opening up the document under the description of this video, and
just reading through each and every one of these offers, okay? Because these are all offers that are working very well
for people in the program or I've used them in the past or they're just extremely proven and strong offers. Now,
I'm going to leave these here because this is really good inspiration that you'll use to make your offer at the end
of this video. But, uh, yeah, go ahead, pause and read through these just so you could truly understand what we do and
how we position our offer. Now, the apprentice trap. So, before we talk about the price and setting up, you
know, how much you should charge and all this stuff, let me just go through a very common mistake that I feel like
every beginner makes, and I was one of them. Starting with a huge upfront fee because it sounds good. Now, picture a
roofing crew that just hired a brand new apprentice. It's their first day on the job. And now, the owner of the business
hands the key, the kid the keys to a $40,000 commission re- roof solo, saying, "Good luck. You got this. Go do
this $40,000 re- roof." Now, that company is charging that client a premium for it. And unfortunately, the
kid seems to mess it up, right? It leaks in the first storm, and the client just demands a refund, which is expected. Now
the company eats the loss, loses the money and the apprentice is done before he even got a chance to start. That is
exactly what happens when a beginner charges four to 5k upfront. Okay? And you are the beginner in this situation
taking the premium job on day one. So here's what will happen if you charge too much money up front. One, you will
get refunds. You'll charge 4K. You'll mess up one onboarding step because you don't have enough experience. And then
the client thinks you have no experience. First impression completely gone. and you'll get a charge back
before you've literally had any time to run any ads at all. Two, you will get caught in a huge lie to justify a big
number with no track record charging that much money up front. You will inflate it with crazy fake case studies,
borrowed proof, promises you can't keep. It works for a month. It does, but it doesn't end well. Now, this is the
importance of paper results. We can use borrowed proof. It's fine because you do it through me and you learn from me and
I have proof. But it's one thing to use borrowed proof to have a pay-per- offer. It's another
thing to use borrowed proof to charge 5K upfront saying, "We did all this. We can do this for you, too. We're charging 5K
now." No skin in the game. Their cash and is in your account, right? You're going to be getting paid from them and
the c the cash is now already in your account. You have all the money. So, you usually don't have that strong of a
desire or at least, you know, you don't have enough pressure to deliver and because of that, the results will
suffer. won't feel like, "Oh my god, I need to figure this out as soon as humanly possible." Because you already
have their money, right? And results will suffer because of that. Charging a lot of money is not smart as a beginner.
It's a move that you can justify, right, after you get a ton of real results and you have a bunch of proof. But for now,
I wouldn't worry about it. And I'll show you how to build your offer today. So, skin of the game. Now, if you're not
doing a big upfront fee, what what are you doing? Well, when you're starting out, you are not in your earning season
yet. You are in your learning season. In fact, I should probably emphasize that because that's a very important thing to
realize. You are in your learning season. Okay? Everyone has different seasons in life. And right now in
entrepreneurship, you are in your learning season, not your earning. You did join this program to learn how to
earn. But after all, you are learning. So, it is going to take time. Learning skills does take time and experience.
And your offer in this phase should line up with those incentives. So you only win with a when a client wins, right? So
that is why we're doing pay per results or pay, you know, performance-based pricing. So you only pay when it works.
One kills their biggest fear and their perceived likelihood shoots up. So it's, you know, perceived as more valuable.
Two, if you do pay results, it forces you to learn as fast as possible because your pay is tied to a result, right? You
have to find a way. Three, the authenticity closes. This is something that I do a lot. My sales style is
pretty authentic and pretty natural and pretty like rapport heavy. But I will say if you do a paper as all offer
that's very, you know, a very strong and well-built offer as we will make in this video, you don't need to fake being a
giant agency, okay? You're just a smart solo business owner that's confident enough to bet on yourself, right? And
that honesty works on sales calls like very well. I would however recommend having a small setup fee. Have it be
anywhere from low hundreds to, you know, about $1,500. It gets rid of tire kickers because a
lot of the companies that won't pay anything up front are just probably going to be tire kickers. And also, it
gets the client invested enough to actually take you seriously, which is honestly a big thing. And also, it gets
them to, you know, follow up with leads and actually put work in because they're committed to you and they've shown that
by paying. And also, it lets you practice selling without a crazy, you know, scary price tag. I know as a
beginner or someone that hasn't made a ton of money online, not sure your background, whatever it is. Um, charging
5K in a call just out of the gate is crazy when you have no experience. I mean, some people can make it work if
they can, you know, force themselves to believe a different thing that they can, you know, not scam them and not
ultimately fail. But, um, [clears throat] charging a lower amount up front from a
couple hundred bucks to about 1,500 is just enough to get a commitment and to get their card on file as well for the
paper offer and also to get enough commitment where they take you seriously. And you know, if it's free,
they won't take you seriously and they'll ghost you. That's happened to me literally like five times when I
started. So the performance ladder, these are the different options for charging a performance basis for this
model. Now there's pay per lead, pay per qualified lead, pay appointment, pay shown appointment, and pay close deal.
Payer lead is pretty simple, right? But a lead just comes in and you charge for it. Now, the problem is is it's not
perceived as that valuable of a service because they get every single tire kicker and obviously the tire kickers
are probably going to outweigh the qualified leads, at least in their eyes. So, it's not great for retention or
keeping clients for a long time. Paperqualified lead only leads that fit the budget, location, and readiness.
This is just fine, right? It's not that bad. But the difference between a qualified lead and a, you know,
appointment or shown appointment is not that much. So, you might as well just go up one. Payer appointment is when a
meeting lands on the calendar, you charge for it. Now, paper shown an appointment is they only pay when a
prospect actually shows up. This, in my opinion, is the sweet spot when it comes to all five of these. Okay, the fifth
one, paper close deal, is maximum alignment. Okay, you only eat and make money when they make money. Sometimes I
recommend doing this depending on your service and how good it is and the market size and market area, but I've
done every single one of these. Okay, I've got clients on paper lead. I've got clients on paper appointment. I've never
done paper qualified lead paper shown appointment I have and then I have paper closed deals I've done just about
everything other than number two and I do have really you know a lot of experience with paper close as well and
it's like if you want to make the most money and have the most accountability from your clients then payer shown
appointment is the best way to do that. Now what if they lie? Well you charge for every single appointment that comes
through on the calendar as you would with paper paper appointment. Then the only difference between payer
appointment and paper showed appointment is, you know, maybe 15% of them don't show up. And for those ones, you just
credit on future appointments and don't charge for those basically when they don't show. And you can get them to give
you that information if you automatically send them a form after each appointment on what happened there.
And you can prevent them from lying on that form by having it in the agreement where if they do, then it's a $900
charge. And you can see it on go high level um in the conversation section to check. So, paper shown an appointment,
do it. It's the best out of all of these, 100%. And as you make more money, you increase that upfront fee and
ultimately you could go into just charging pay in fulls or you charge, you know, couple thousand bucks for a couple
months, right? Whatever it is, once you have enough proof and enough experience, experience is the biggest thing, the
pricing math. So, in this section, I'm going to go ahead and help you price your services and your offer based on
your niche and the client's ROI or return on investment. We're going to cover whether or not you should cover ad
spend and how to price either situation. Now, let's just put a number on it, okay? We're going to reverse engineer
from a CL client's ROI. The floor is your client making at least a 5x return on every dollar they spend on this. And
by by meaning like spend on this, I mean spending on whether it's ads or you or the service in general, right? On the
agency, if they are not making at least a 5x return on every dollar that they spend, then it's going to be very hard
to keep them. If it's above 5x, they stay happy. If it's below 5x, they cancel. By the way, here is a quick
breakdown of what that looks like in practice. Now, the meh zone 0 to 5x. Basically, they will be leaving you.
They will be, you know, one bad week away from cancelling, a couple bad leads away from cancelling, and definitely not
going to leave a review. The solid zone is 5 to 10x, right? This is completely fine and solid. They're happy. You can
ask for a testimonial. you can get one and you know they stick around and will always pay on time 10x.
This is nuts. This is so far ahead of your service and the market that like they will ask you to take a ref review.
You will get so many referrals and they will completely do the marketing for you. Like you don't even have to worry
about it. We want to aim for somewhere in the solid zone and at least five. Five is like a good benchmark. If you
can get 5x return on their ROI on how much money they spend with you, like that's great. Now, step one to figure
out how much you should charge, you need to figure out the average revenue per closed job. So, if this is, you know,
pool installation or artificial turf or painting or whatever it is, I would recommend going to Claude or Google
basically and figuring out what an average sized job is that you're going to be getting them. So obviously there's
different types of jobs that you can be getting them, but this is where it comes from market research and understanding
your market and just knowing like for example uh for roofing contractors, a lot of them do siding and roofing, but
roofing is the higher ticket choice and there's more people that need roofs. So roofing is the optional like roofing is
the optimal choice you know in decking there's patios, there's decks and there's you know maybe some outdoor
furniture, whatever it is, right? It's like it's very important you understand your market and talk to them enough and
see what kind of jobs they actually want and that they're more profitable off. And if you don't know that, you can
always reach out directly to your market by calling people and asking like, "Hey, what's going on? Uh, my name is Owen.
I'm doing a school project." And just learning, doing some more research about your guys's business. I was just curious
like if you were to get any type of job right now, like what would it be and what jobs are you more profitable off
of? That is how you would find out. So, next, you want to figure out the profit per closed job. And yes, I have some
data down here about like the average profit um that you can experience from most of your clients. And if not, you
can just look it up, right? You can look up the average profit for a roofer. It'll be pretty simple, pretty simple on
Google. So, on average, a roofer makes around four 5K to 6K per close. Now, if we divide that profit by five, which the
reason why is because we're looking for a 5x return minimum, this number is how much they can justify
spending to get a roofing job and be completely profitable and happy with a 5x return.
Understand that this number will, you know, we will get them good results. We could give them way more than a 5x, you
know, 5, 7x, 8x, whatever it is. But this is the floor. This is the most that a client can spend with you for a closed
deal. And this right here, this money that they can spend will go to either you or the ads. Basically, this is your
agency fee, whatever you charge and their ad spend. So, this is your room for margin. This is where you can get
money and get paid for every single job you get them. Now, if you go ahead and subtract your ad costs, so the reason
why I know this is, by the way, like if you go to step eight, you can basically learn how to figure out, you know, how
much it costs on average for your niche to get a job. For my niche, for roofing on average, it's about 500ish bucks per
closed deal. Um, that is roughly like 500 to 650. That's roughly how much it costs an ad spend for a roofer to get a
closed deal. Sometimes it's more depending on the market. Sometimes it's less. And yes, this does have to do with
how much it's worth and everything like that, but if you take how much they can justify paying minus how much it costs
on the ad side of things, then that's $480, which rounds to around 490. And that's the max that you can charge as an
agency fee to get them at least a 5x ROI. So, I'm hoping you understand how I'm doing this math, right? Basically,
we're figuring out how much profit they get from a job from each job. Figuring out what they can spend to get a 5x
return on their investment and then subtracting the ad cost of what it costs to get that job, which by the way, this
number you will learn with time, right? But step eight goes over how to calculate it. And then like this is how
much you're paying Meta to get a roofing job, right? And then you are seeing how much money is in there for you. money
that's that you're going to make essentially. So, if we break this down in this, you know, conversion to deal
percentage in this billing chart, per closed deal is $490. That's if you charge payer close, then you will charge
around $500 per close. If you do pay per shown appointment, you will charge around $147. If you do pay per
appointment, you will do $88. Perqualified lead 58. Pay per lead 14. But keep in mind, this is just the money
that goes to you because we already subtracted the ad spend. So basically, this is how much money that you will be
making when they close a deal depending on your niche, not including ad spend. So if that doesn't make sense, just keep
watching and it will. So should the client pay ad spend separately or do you include it into your fee? So I'm going
to show you two different charts here and this is my setup. So this is a real roofing client that I have and the
metrics from them. Right now, I'm spending $1,800 a month on their ads. And I won't lie, they are spending that
money. I am not spending that ad spend. They are $60 a day. The cost per lead is around $60, which believe it or not,
it's actually around 40. Um, so it's even better than this. Cost per appointment is around 90. It's actually
around 80. So, it's a little bit better. So, these metrics are a little bit, you know, pessimistic. The show rates around
60%. So, basically, we get them 12 shown appointments a month for $1,800. Um, and the close rate from those shown
appointments is 30% on average for most home improvement businesses. That's usually the average close rate. They'll
close every one in three shown appointments. So, basically, we're spending $1,800 a month to get them four
jobs per month at an average re- roof of 14K with a 35% margin. Obviously, they get 4.9K profit per close. We already
explained that. So, and we mentioned that it's 490 per closed deal or 147 per show and appointment here. So, across
four closes, this system, and I guess I could say that, but like that that campaign makes the roofer
$19,600 in monthly profit. So, here is the actual difference, okay, versus whether
or not you pay ad spend or your client pays ad spend. I know this math is a little bit
complicated and you can rewatch this if you need to, but basically all we did is just calculate roughly how much we can
charge them for them to get a 5x return and how much that they have to pay meta and how much they can justify paying to
actually get a job and get a decent return. So if the client pays ad spend the pon fee is 147 like we mentioned,
right? And we're doing pay per shown appointment. That's the best. And their ad budget is 1,800 bucks which is on
their card. They're paying for it. So, every single month, your client's going to be paying around 3.6K a month. And
the monthly profit from that will be roughly 20K. Now, keep in mind that roofing does have a so slow sales cycle.
They won't get paid this much every month directly. It'll be like a couple months from them. So, you need to make
sure you're working with bigger companies that can handle that initial bite. Now, the ROI is 5.5x, which is in,
you know, within the helpy the the solid zone as I call it. And your revenue from that is 1764. And that's your net
because you have zero ad spend. They're paying the ad spend. Okay. So, you're gonna make roughly 2K a month if these
metrics hold true, which I'm not even going to lie, the metrics are probably better than that. Much better than that
because I'm getting a lower cost per lead. I'm getting a lower cost per appointment for my clients. Um, and
ultimately the show rates higher as well. It's like 80%. So, that right there is probably about 20 showing
appointments a month. And so, I'm getting petting around 2.5ishk. So anywhere between like 1,500 to 3K a
month per client basically. So this is just an example to help you understand the math. Now that's if your client pays
ad spend. If you pay ad spend then the per shown fee, so how much you could charge per shown. This is basically
doing done the math as like the ads are included here in the fee. It's 297 per shown appointment. Zero ads budget
because obviously you pay it yourself. And so your client still pays the same amount on a month-to-month basis. same,
you know, same results, same profit, same revenue, except now you have double the revenue and double the and like more
ad cost basically. So, you're paying this ad spend and you're making more revenue, but you end up with the same
net profit. [snorts] So, [clears throat] a couple things to keep in mind here is like when you build an offer, obviously
we're going to build out like, you know, have your offer and position it and do all that stuff, right? But something
that's important to understand is like how your pricing model works. And I would actually recommend going with
you pay ad spend. But let me go ahead and break down why. So three things to see in the table is first obviously the
monthly cost for your client is basically the same. And in addition to that, they make the same ROI, right?
They make the same from the same spend. So nothing's really changed there. Third, your net per client, so how much
profit you make per client, whether they pay ad spend or you pay ad spend is similar, right? So, the math doesn't
really necessarily indicate a winner and like there'sn't one that's better than the other because at the end of the day,
the ads are still the ads. Um, but the difference is the cash flow, the positioning, and the sales resistance.
So, should you cover ad spend then? That's the question. Well, since profit's similar, the decision comes
down to three things. How much working capital you have, how premium you want the offer to feel, and how the cash flow
timing works. And also all these things. So the client pays ad spend. Obviously you don't need any working capital to
onboard clients. So it's better in the beginning. You have a clean P&L so you don't have any crazy ad expenses on your
books. You will get more more sales resistance on sales calls because you say that they have to pay ad spend which
because it's perceived resistance. They'll you know they'll see it as more resistance even if it is the same math
on their end. Um, this is the best option when you have less than 5K in reserves for capital of
just like allocation on clients and obviously there's less perceived risk as the agency because you're not worried
about losing ad costs. So, let's say you you pay the ad spend. There is one clean number, right? It's
super simple. 297 per show appointment and that's all you pay. And then maybe there's a setup fee. So, when you do
client pays the ad spend, you got to be like, oh, it's 500 bucks to get started. you got to pay 147 per appointment and
you have to pay ad spend too. So it sounds way more expensive. So it's perceived way more money even though
it's the same. So it's that's very important to keep in mind. You know when you talk about sales resistance one bill
per client. So super b super basic basically um trade-off. You will basically be spending 1,500 to
3k a month per client per month. So, there's a couple things. There is going to be, if there's not already,
there is a module in the program that could basically, you know, in a bonus, whatever that allows you to understand
how to use your AMX points to travel the most and make, you know, the most out of them. But what's powerful is that if you
do, you know, if you pay ad spend, you profit the same for your clients, but you have flexibility in terms of scaling
because you don't have to ask for their permission to increase the ad budget. can just do it yourself. So then you can
make them more money. All you have to ask is like, "Are, hey guys, are you ready for more jobs?" Great. Let's
increase the ads. And you just go ahead and increase the ads on your side. And because of that, they make more money
and you make more money, too. The only difference between making $1,700 a month and like 3.5K a month or whatever is
just kind of increasing the ad spend and getting better ad results, etc. But basically, if you have at least 5K in
reserves and you can allocate around 5K and you're safe, you know, got at least 5K ready, I would pay ad spend. You get
less resistance on sales calls. So, your customer acquisition cost or how much you pay to get a client will be much
lower. You'll have a quicker and simpler onboarding process because you could just duplicate the campaign and run it
off of the same credit card. So, you don't have to like connect their credit card. And then also keep in mind you
will be negative for a couple days before being profitable, which is just fine. Usually it's like a day or two or
three days before you actually turn a profit off of the shown appointments. Um because obviously you are charging for
every single time that they get a booking. So you will be profitable quite quickly. If you pay ad spend, you get
unlimited AX points and you will never have to pay for a flight ever again. Um you will be spending more money, but you
will also have more skin in the game. it'll be much less, you know, there'll be much less resistance on sales calls.
So, sales will be much easier to close um because there's less perceived resistance there and it'll be much
easier to sign and onboard clients and scale that. If you have the funds, pay ad spend. Now, if you don't have the
client pay ad spend, right? This is less perceived risk on your end in the beginning. Obviously, there really is no
risk if you're good at running ads, but you are going to have a harder time signing clients. So, you might want to
justify that with lowering your price or whatever that is. So, that is kind of the math on whether or not you should
cover ads spin. Hopefully, you have an answer. But, yeah, let's go ahead and break down um basically how much it
costs for your clients to get a job. So this is really important math to understand because this number up here
that we made that we used this um number right here that we subtracted from this $500 saying like you know saying it's
like5 to $650ish on the ad spend side to get your customer a like you know a client. That is what we're figuring out
right now. So basically it's around 150 bucks per shown appointment and that's roofing specific. Your number will be
completely different and you get it from your cost per appointment and your show rate for your niche. If I were you, I
would recommend using this chart to figure out what niche. I have a bunch of common niches in here, and you could
figure out which one yours is similar to if it's not in here. These are the cost per appointment averages for these
niches and the show rates. So, if you want to figure out on average, you know, how much it's going to cost for a shown
appointment for roofing, then basically you would go here, roofing is between 80 and 150. Let's say it's 90. You divide
it by the show rate for the niche, which is around 60%. then you get 150 per shown appointment. This is how much
money is going to go to Meta to get a shown appointment for roofing. And you can assume that most contractors will
have around a 30% close rate. I know they all say they have like a 90% close rate, but the truth is is that they
don't. And because of that, it's 150 per own. So, it's going to be around 450ish bucks
to close a deal, which I pessimistically said 500 to 650ish, but that's how you get that number for you. So for your own
niche, that's how you'd get it. Basically, if you're doing painting, painting is mid-t. So let's say $70 cost
per appointment at $60 show 60% show rate, that's 117 um cost per shown. And so the cost per job for painting would
probably be around $3400ish dollars. And then you could do the math from there to see all this information, right? To see
like how much your agency can charge and how much, you know, whether you or they pay ad spend. And I'll have a, you know,
I have a worksheet for you at the end of this video to help, you know, accommodate this. But also, you can just
screenshot this document or upload this as a PDF into Claude and basically say, "Hey, I want to do this niche. What What
are my best prices to be as profitable as possible?" And that'll probably do it all for you. Bathroom modeling, same
thing. 120 cost per appointment at a 55% show rate is around 218 for cost per showing appointments. And let's say it
takes them three to close, it'll be around $600 to $700 for a job for bathroom remodeling. Now, this is pretty
accurate, but keep in mind this is not perfect as I am not in all these niches. These are just estimates as to what I've
seen over the years. Um, obviously, after 30 days of having run ads and live campaigns for your clients,
replace the numbers with your actual data that you have, right, of how much the cost per appointment is for your
client and recalculate the optimal pricing for how much you should be charging. your ads, your funnel and lead
conversion systems have a, you know, a huge impact on these results. You know, for example, if you're doing lead forms
versus landing page, that's a huge difference in your cost per appointment, right? And obviously, it does take
testing because different things work in different markets and for different niches as well. But here's some like
quick examples so you can kind of like see what your pricing model can look like. For example, client pays ad spend
$500 for onetime setup and you guys and they pay ad spend. And the way you'd position that in the sales call is like
you'd say, "Hey, do you know how ad spend works?" And then you go through that and be like, "Okay, great. That's
what goes to Meta. That doesn't go to me." Now, to actually get started, it's going to be 500 bucks to get started.
And then we're going to charge 147 for every Sean appointment. And that's how you bring it up. Another example is that
they, you know, you personally cover ad spend, and you just say, "It's 500 bucks one time, I pay ad spend, and 297, $297
for every single time that you have a shown appointment." So, basically, if you haven't already,
go ahead and plug in your own nich's numbers and figure out your pricing if you haven't done so yet. This is the
only proven way to figure out your pricing based on math and based on ROI. So, this is the exact way to do it.
Again, if you have any questions on how to do this specifically and you're not good at math, whatever it is, screenshot
this or attach it to Claude and have it do it for you, okay? It's going to be so much easier, so much faster, and have it
give you a range. Now, wording the offer. So, you have the structure, you have the numbers now, and honestly, I
will have you go through at the end and build out all this yourself if you haven't done it already. Um, basically,
we need to talk about wording your offer. The thing is is perceived value is interesting.
Earlier, we mentioned the value chart, right? Makes sense, pretty straightforward. Believe it or not, how
people perceive your offer is more important than how valuable it actually is when it
comes to sales. So, what I mean by that is how it's worded often times completely completely dictate whether or
not someone goes with you, even if it's the same offer. And a great example of this is let's say that your offer is
this. we'll get you 50 leads in third 50 leads in 90 days versus we're going to get you six to eight jobs on a pay-per
result basis. Like wording can mean everything because perceived value is a big deal. Perception is everything. So
lead with the result that they actually want. That's very important. Never the mechanism. Nobody says we'll run your
Facebook ads. You know, nobody buys that or nobody buys we'll implement an AI bot. They just don't. But they do buy
jobs um from those things because obviously Facebook ads will produce jobs. And it's
kind of the same reason that nobody books a flight for the flight. They book it for the palm trees. So you want to
sell the palm trees here and explain not that oh my gosh, we're going to run your Facebook ads. That's not the outcome.
The outcome is we're going to get you a bunch of jobs. Okay. So for home improvement, the main desire is simple.
More jobs, more revenue, more profit. can keep the team going. So, tie the offer straight to jobs. Um, keep in mind
that a lead is just a name and a number, so it's easy to seem like it's kind of a waste. A qualified lead is warmer, but
still iffy. A booked appointment is real and someone that's on the calendar. A closed job is exactly what they want,
though. It's impossible to argue with. All of these you can argue with them if they're a part of your offer. And your
offer is like, we're going to get you 30 leads every like on a 30 leads in three months or whatever. It's like one that's
kind of ambiguous. Like, what does a lead even mean? Is it a name and a number? or is it someone that's actually
interested? So basically, it's impossible to argue with we will get you this many closed jobs. Okay, so that's
how you want to position your offer when it comes to wording and the dream outcome. Now, perceived likelihood, your
safety net is already baked into the paper results structure because you're doing paper results. That's probably the
most safety net you'll ever need. Okay? Like, you really don't need some strong guarantee. You could already have one.
you could have one as well, but the truth is is that like a separate written guarantee on top of paper results in my
opinion is just overcompensating. Like you don't it's almost like you don't really fully trust your own model in my
eyes. It's like one time a a guy was taking a sales call and he said, "Oh, if this doesn't work, you can get a
refund." And that's the sales guy said that and it was an agency selling a service. It's like in the eyes of a
prospect, would you ever want to hear that? Like it sounds appealing in our eyes, but like that is not appealing at
all. Like truthfully, that is not what we want to hear. We don't want to hear
there's going to be a refund. We want to hear, okay, we're going to get the outcome. That's all that matters. So let
the pricing structure do the safety network for you. You don't really need a strong guarantee here. Time delay. You
can optionally add one if you want within like a 90-day time frame, but never overpromise and under underdel.
That's the biggest thing. Effort and sacrifice. This is the last lever and it's basically how little they have to
do to get the dream outcome. So if the problem is not enough jobs, you're running ads. You don't they don't have
to do anything. Leads coming in but nobody's calling them, maybe hire someone or use AI. It'll make it more
valuable. The owner doesn't know how to run the system, streamline it with automation so they don't have to do
anything. Junk leads slipping through, add more qualifications built into the funnel. So you can basically add things
to your val you, you know, to your offer, make it more valuable and more perceived value by decreasing the effort
sacrifice required. Use all these levers and for wording and you'll have a winning offer. Now we are going to cover
some pricing stuff and then after that you're set. You're free to go build your offer out in the way that you want to.
Price to value discrepancy. So why does someone buy something in the first place? Purchasing decisions are made
solely because the value is superior to price. Super simple. And the point of cancellation is when the value is no
longer superior than price. they will continue to buy from you until obviously there's a discrepancy there. That's how
this works. So basically the point where the value matches or dips below the point of cancellation is the point of no
returns or this is the point of cancellation. This is where you start to lose money and people cancel because
they're not perceiving and seeing the value anymore. And interesting enough, most businesses that you see are below
this line. And if you understand this properly, that means that their product isn't good enough. So they keep having
to look for more and more and more customers because they, you know, they perceive the value isn't there enough.
So they cancel on them. So then they have to keep getting new new customers to keep repeating the cycle.
And the raw truth is that you'll see people that, you know, say that they're good at what they do. And the reality is
is that like they probably just aren't that good at what they do if you know they keep having to look for more and
more and more customers. So in terms of metrics, here's what that means right here. this point of cancellation. If
you're below this line, that means that your retention rate or the percentage of clients that stay within a given month
is lower than your churn rate, which is the percentage of clients that leave in a month. If your churn rate is lower
than your referral rate, then you're always going to be looking for more and more customers. And the issue here is
that with an agency, naturally, this is just how the business model is, right? your referral rate, it will probably be
less than your churn rate. You'll be losing more clients than you're gaining organically, just like through inbound
and word of mouth. And because of that, you will constantly have to look for more and more customers. And that's the
reason why we have to run paid ads. I just want you to understand this if you go into any future business models or
just for this one as well, just to understand how important it is to have a really solid retention rate and a good
product and a good offer and a lot of value. Otherwise, you're going to have to keep looking for more and more
customers, which is more expensive than just keeping them. So to improve this discrepancy in your value, you can do
two things and you can tell me which one sounds better. One, lower your price and fail or two, increase your value and
succeed. These are the two options if you're having this issue. So remember here that like you can only go down to
zero, but you can go to affinity here in terms of value. Now our goal in SMMA or you know running an agency, an AI
agency, whatever it is, is to sell dollars at a discount and make it stupid for someone to say no. That's the whole
goal here. for making companies more money. Value optimization. So, as time goes on, we want to always improve our
offer as our product improves. So, to do this, just I would list out all the solutions every so often that you offer
and aspects of your product. I would rate each one on a scale from 1 to three on how valuable they are and then deem
the cost of each one from one to three and remove everything that's not a three in value regardless of the cost. The
idea here is like this is a good analysis that we could do every so often to make sure that we're as valuable as
we can be and we're not basically, you know, doing something that's taking up our
time and costing us, that's not that valuable. So, let me give you an example. If you're doing Google ads for
companies and you're doing Facebook ads for companies and you get most your results from Facebook ads, but Google
ads takes you a lot of effort, it sounds like it's more valuable to the customer because you're doing both. But the truth
is is because the cost, you know, it's costing you a lot of time and money to do Google ads and they're not working as
well as Facebook ads and they're not a three, then just remove it entirely. The idea is we want to be streamlined here.
The cycle of price. So the cycle of price is extremely important and it's the reason why premium pricing matters
so much. If you increase your prices, you increase the value. That's it. which sounds insane, but people did this
within a wine study once where they had three wines next to each other that were all the same wine and basically charged,
you know, saying one was a $1 wine, one was hundred, one was a thousand. Every single person said the $1,000 wine was
the best wine even though they were all the same. It's crazy how this works, but if you just increase your prices, you
will increase the value. And here's what most people do, especially in the agency space. They will look at competitors,
see what everyone's offering. Take the average, go slightly be before, you know, slightly below them to be
competitive on pricing and just provide what your competitor does but a little bit more. This is what most people do.
So, what's going to happen is people are going to offer a little more for a little less in this process. And over
enough time, it's going to happen again and again and again. What's going to happen is you're commoditizing yourself
and ultimately you're going to be racing to the ground. Things get cheaper as time goes on because there becomes more
competitors and more competition. And instead, what you want to do is the opposite. Charge a premium. The higher
price forces you to deliver a premium service which justifies the price which then lets you reinvest in better
systems, better support, better people, which gets you better results. Basically, all you need to understand
here is if you increase your prices, you increase your value. And you should really look at this. Pause this video.
Understand this. How if you decrease your price, the emotional investment goes down, right? People are don't care
about it enough. If you decrease your price, your results go down. If you decrease your price, your profit go like
literally if you increase your price, you win. You just have to back it up with more value. Now, I hope you now
understand the fundamentals of what building an offer actually looks like. Let's actually create one. But one rule
before you start, never build your offer around your product as it is. Instead, build your product around your offer.
Most people cap their promise at what they currently know how to do, saying, "Okay, I can only get this guy like one
or two jobs a month." Do not do this. Start with a bold claim that scares you a little bit. It should make you a
little uncomfortable. And then you can build the product that backs it up by increasing the value and making it
better. Your skills will rise to meet the promise. And so, it should make you feel, you know, a little uncomfortable.
And that's how you know it's right. Obviously, your skill set will naturally increase with time and energy. You will
get better at running ads. You will be better over time, so it should make you a little uncomfortable. So, go ahead and
open this winning offer worksheet and work through it section by section. It maps out exactly what you just learned.
So, you fill in the prompts and you will end up with a version one offer that you can use today. Don't over complicate
this process. Just get it done, ship it, and refine it. This is in the description of this video. And um let me
go ahead and open up and show you what it means. Basically on this document, you need to define your customer and
their dream outcome, which it's going to be some specific micro niche probably in home improvement. Obviously, they want
more jobs. Super simple. So, you have to basically get that outcome in. It's good to know what the outcome was worth to
them in dollars as well. And then the method and timeline. So, basically like whether you're done with you or done for
you. And if you're done for you, you do everything for them. You call their leads for them. You have all that done
or you have people to call their leads for them. Also, these are like methodologies of like how you do, you
know, what you do for them. So, like maybe you're running ads and generating leads um and turning those into
appointments, whatever it is. If you need more inspiration as well, remember we do have examples of offers and they
are at the bottom of this as well. So, these are good examples that you could use while when you build this um pricing
math. This is going to be the complicated section about like how you're going to basically
determine how you're going to make them like an ROI as well as how to price fairly so your profit margins are safe.
What you would basically do is get your average revenue per closed deal in your niche. So for roofing for example,
that's $14,000 and the profit margin is around 35% and you could look this up on Google as
well. So basically all you want to do here is the profit margin times the revenue. So 14,000 times the profit
margin which is 0.35. That equals the profit per closed job which was I believe like $4, what $900 or something.
Then you take that profit right here and you basically divide it by five which is the max multiplier of like what
we want ROI wise so we can justify how much they would willing be willing to pay to get a job which ended up being
you know whatever it was $900 some dollars whatever it is. And then from there, you basically subtract the ad
cost per closed deal, which is how much it cost on Meta to get a job, right? And you won't know this 100% yet, but if you
go to step eight in pricing math, you can basically calculate it by choosing, you know, one of their cost per
appointments and their show rates, dividing them for the cost per shown appointment, and then dividing that by
three or I guess multiplying it by three to see exactly like roughly how much at a 30% close rate a job would be costing
them to get on Meta. So, you subtract this number that was divided by five, which I believe is 900ish, and then you
minus the ad cost per closed deal. how much it cost on Meta to get a closed roofing job or whatever you know job it
is which you can roughly do the math on step eight. That results in around 400ish bucks, $490 per closed deal,
which is how much money that your max agency fee per closed deal would be. And then you would go ahead and multiply the
shown to close percentage, which is in here. So shown to close percentage, we have 30% here. So 30% of whatever that
number is is how much that we can charge as our agency fee. So you can figure out your agency fee just like that. Then
once that's done, which mine is 147 per shown appointment for roofing, um it's going to be pretty similar for most
things in home improvement, but it's good to figure it out specifically. And that's not including ad spend.
Obviously, the ad spend is here. You take your CPA or cost per appointment, which for most niches, it's right here,
your average here. and then you divide it by the show rate for your industry and that will give you obviously how
much it's going to cost roughly for a shown appointment for your niche. Then basically from there you can decide
whether or not you want you the client to pay ad spend or you to pay the ad spend. So you choose it and then
basically take the agency fee that you took before right here and then add it to the ad cost which is going to be
right here. And right there you do how much it costs to be allin if you're doing per shown. So this is basically
like how you would do the math and go about this process. If you have any questions or confusion confusion with
this process, I'm telling you, download this as a PDF file, download PDF file, download PDF, send it to Claude, say,
"Help me build my winning offer and my pricing model depending on my niche to be as profitable as possible given the
averages." And it's going to do it better than I could ever do it and probably you too. Qualification and
name. So, revenue, license, team size, location, established roofers only is a good example, you know, or plumbing
companies with at least two trucks running. So these are some different, you know, qualification factors that you
can do to determine who you're going to work with. Um, and basically you can turn that and write that here. And then
your full offer. So your dream outcome that you decided on the time frame and you already answered all of these
throughout this doc. You just put them all here, copy and paste them. And then basically you have your final offer. You
can make it, you know, a little bit more pretty like these ones and, you know, do some refinement and there you go. You
have your V1 winning offer, your pricing model, and your unit economics to make sure that you're profitable, your
clients are profitable, and that you have an average net per client that you're going to be making every month,
given that you do good on the ad side of things and conversion wise for your actual campaign and system for them. So,
I hope you enjoyed this video. I hope you learned a thing or two about just offers in general and also just learn
how to structure yours and make a winning one. This video is extremely valuable and honestly, there's a lot of
really good and detailed information in here. So, I hope you enjoyed. If you need this resource, it's obviously in
the resource section of the video so you can get this PDF as well as the link to the worksheet as well. So, I hope you
enjoyed and um yeah, I'll see you next one. Hopefully, your offer absolutely crushes. Hey everyone, it's Owen
Rensland and welcome to Fundamental Flow. In this video, it's going to be a rather long one, but for good reason.
We're going to go over virtually everything that you need to understand in order to properly grow and iterate
and learn from a fundamental standpoint. Now, if you took away all of my scripts, all of my
everything, all of the courses I've seen, everything like all of my knowledge, but you kept the
fundamentals, then I still no matter what would be able to succeed. And that's the point of
this video is that we're going to cover some of those fundamentals. And remember, like the more you don't the
more you think you don't need the theory, the more you need it. So here's what we're going to cover.
Fundamental flow, copycats, decay and renewal, churn and burn, multi-disiplinary thinking,
entrepreneurs toolbox, learning fundamentals, paradigm intro, scientific thinking, discipline one, scientific
method, building hypothesis, testing hypothesis, observing feedback, iterating hypothesis,
systems, discipline two, inputs, process, output, feedback, environment, feedback extended, where we talk a lot
about metrics, My paradigm scale scaling sequences micro/mro
operational complexity operational pressure proof of concept client acquisition product time scaling
conditions scaling steps leverage and asymmetries throughput and bottleneck and finally post wins. So, this will
arguably this will arguably be the longest video in all of the program, at least for now.
But again, welcome to fundamental flow. This video is the key to long-term success. Like I said previously, like if
you took away everything I have, all of the scripts, all the ad copy, all the systems, all the processes, like I know
I would still crush it and succeed insane amounts just because I understand the fundamentals. So that is the point
of this video. Honestly, re-watch this video as often as you possibly can because your
understanding of this information will compound. And the more you learn and the more you get the theory and the more you
like instill all of this knowledge into your head, the more you'll use it without even realizing it and you'll
succeed so much more because of it. I do want everyone in this program to understand that like you can succeed in
every single business model, okay? Whether it's drop shipping, whether it's organic drop shipping, whether it's
SMMA, whether it's building any kind of agency really, or any service-based business online. And
like there's no really limit like you can succeed in every single business model as long as you have the right
fundamentals. Okay? The one thing that successful entrepreneurs do is that they learn these fundamentals
and that allows them to succeed in every single business venture and model that they go into. If I were to jump ships
right now and start e-commerce, I would crush it. And the reason why I know that is because I understand the material
that's in this video. So, the actual material that's in this video, however, will make you, you know,
way more well-rounded, well-rounded as an entrepreneur. It will guarantee that you're not really a copycat, but if you
are, you use it in the right way. But in this video and in this program in general, you need to first learn how to
see and think, then how to build, and then how to track and grow. So in this video we're going to show you how to see
and think and how to track and how to grow and how to build will be in the um up and cominging modules. So
fundamental flow when you build successful systems whether it's client acquisition systems, client service
delivery systems or any kind of system there is three things there is strategy, stimuli and fundamentals.
Okay. So every all three are necessary in order to sign clients, in order to get good results for clients, etc. Now,
I like to think of this like a pyramid. So in order to make successful systems, which obviously we'll cover what systems
are in this video, being client acquisition systems, client fulfillment systems, the only way to do
that is to have the proper strategy and stimuli. And that can only come from the
fundamentals. So basically, in order to get the systems that work, you have to have the right fundamentals.
And that's the true purpose of this video. Like honestly, long-term, this video is probably the most valuable one
I have and will probably ever make. And that's the reason for the length. So bear with me.
It might be a bit of a wax on, wax off type situation like Karate Kid, but this video will make you millions of dollars.
So, let's go over what strategy is. So, first of all, strategy is a way of building systems and creating methods
essentially. Like, for example, a strategy could be a no-show follow-up workflow. So, call once they book, build
urgency, confirm meeting accessibility, pre-all video reminders, call 2 hours before, additional reminders, call when
the meeting begins. It's basically like a workflow, so to speak. That's what a strategy is. It's just a way of doing
something. Now, stimuli are what triggers actions. So, for example, a YouTube thumbnail would trigger someone
to click on my video. A cold SMS script triggers someone to reply. A landing page triggers someone to become a lead.
A sales script triggers someone to become a paying customer. That is all a stimuli is. So basically
systems are built on strategy combined with stimuli right if you take a strategy use the
proper stimuli for example the pre-all video would be some form of stimuli because it triggers them to you know
confirm the call or show up etc. Then essentially that is what would build you know a no-show prevention system for
example. Fundamentals however are ideas, concepts that you build stimuli and strategy
from. For example, principles, ideas, concepts, foundations, theories, horistics. All of these things
are what we need to learn in order to build the proper stimuli and strategy to build the correct systems that will give
us the results that we want. Now, in this program, I will have the working strategy and stimuli for you. Okay, if
you copy and paste my systems, they are built off of successful strategy and stimuli that have been constructed from
proper fundamentals, right? And but long term, these things will fade and I'll show you what I mean
by that. So it's important that you understand that to build successful client acquisition systems, to build
successful client delivery systems, you have to understand the fundamentals so you can build the right strategy and
stimuli. So like if this is making sense so far, building like a bad client, you know, service delivery system, so like
not really providing good results for your clients obviously comes from strategy and stimuli.
But if it's bad, then chances are that you don't understand the fundamentals. So you built bad strategy and stimuli.
So then you have a bad client acquisition system or client service delivery system. So like basically if
you don't understand this your clients won't succeed, you won't get clients in the first place and your business will
certainly not succeed. So that's why we have to cover the fundamentals. And the same goes vice versa. Like building a
good service delivery system comes from good fundamentals. And the same goes with building every single system in our
business which is you know constructed of hundreds of systems. And we will cover this further on in the video when
we talk about systems. But I want to give you all the fundamentals you need to succeed in this program. So no matter
what you decide to do as an entrepreneur in the future or in the next 2 months, you understand that the fundamentals are
the most important thing. And then you can always become successful because you know what they are. So in systems, I
will cover what systems are later on in this video. But for now, let's cover copycats. It is extremely easy to copy
someone and build the exact same system that they have in order to quickly get the results.
And so many people do this in this space and it will make you plenty of cash
shortterm. I'm talking, you know, 50 to 100K even. But what happens when the system stops working?
the system will break and you no longer have a way to build a new one without copying someone else. So
like this is what happens to people that don't understand the fundamentals. They
constantly will seek the newest and best strategy and stimuli from other people and constantly fight a losing battle.
It's like trying to sail to an island when your ship is sinking. like you we we have to avoid
this and that's the importance of fundamentals. However, in this program I will give you copy and paste systems
that are updated with working stimuli strategy so you can get quick results but also keep in mind the power of a
fundamental understanding. Like your ability to build extremely successful systems from stimuli and
strategy will pay you the most in the future. And most programs and like mentorships
and everything will only teach you the current working stimuli and strategy so you can get some insane results fast.
For example, zero to 10K a month in two weeks. I'm sure you've you've seen this like hundreds of times. And the reason
is is because they just throw the working stimuli strategy straight at them and the the successful systems
and that's it. They don't teach them how to build their own. So, if you don't want to have to rely on a mentorship
constantly or what I call strategy hunter programs to continue to succeed, like you've come
to the right place because in this video, I'm going to teach you how to think for yourself in order to build
systems that are successful on their own. Decay and renewal. Over time, every system will die. You know this is
obviously in nature and apparent when it comes to systems in business to constantly grow our business and have
working systems. We need to understand that all systems die. And the reason why all systems will die is because what a
system is built on obviously is strategy and stimuli. And these will become less effective with time and that will
crumble the top, right? And the reason why that happens is because of conditioning in the online business
world. Like it's super typical for someone to have a bad experience and the conditioning can numb humans. This is
similar to just classical conditioning which we will cover in a future video. But over enough time and exposure like
people will become numb to the strategy and stimuli. Like you no longer will get the open rate.
You will no longer get the appointment booking rate. the response that you need from the
stimuli, you won't get. And this is typically known as ad fatigue in business. The idea that over time your
audience will see your ads more and more and more and become less responsive to them, which increased the costs, lowers
conversion rates. So, for example, I can even think of one of my clients. I've ran the same ads for him for about seven
months now, and now they're still they're actually starting to fatigue. The cost per lead is getting higher.
we're getting less leads in the door, etc. For or for example, your cold SMS script stops getting the replies it used
to. The email copy you use stops getting the replies it did. Clients ad creative stops getting clicks, etc. Like this is
painfully apparent in every system of our business and it is the reason why the copycats will suffer a slow and
painful death. Okay? And we don't want to be grouped into that. So this is how a graph works here. Now,
what's great about this though is that it's very, very cyclical. And what I mean by that is that let's say there's
not a lot of exposure, right? The effectiveness is going to be extremely high, right? It's going to be
in this range, but after more exposure comes, it's going to shoot down and go super slow. But after it becomes
overexposed, time will pass and all of a sudden it becomes super effective again. And if you understand this properly,
then basically you can run for example ads for someone and they become overexposed
and then you wait, you know, like a like like eight months to one year
and you run those original ads again and they just do really really well, right? And that's what's interesting about
this. And over time, people forget that they've been like burned and affected
negatively. And it's the reason why like systems that are currently no longer working
will be working in one to two years from now. Like it is extremely cyclical, which you can take to your advantage.
And what you'll find is that like these copycats will copy and paste the systems that are working the best for everyone,
expect them to work forever, but then they stop working. then they do not know what to do but to buy another program or
mentorship with a different working system. And we do not want to be part of this
constant loop of failure. Like this is not where we want to be. So how do we stay out of it? Fundamentals.
People are culprits to the shiny object syndrome. They jump from shiny system to shiny system. Like keep in mind that 90%
or more of agency owners are just copycats doing the same thing to attract clients and to succeed and we can
leverage that when building our own systems. Something that's kind of interesting is that like the best way we
can take advantage of this is just to do the opposite of what everyone else is doing. And to do that is to not copy and
paste systems and to create them using our own understanding of fundamentals. Like if you can think critically and do
this, you'll find that like no matter what, you will always have consistent results and you would get and you get
clients good results and all of it feels extremely easy. And keep in mind that like you don't need to totally come up
with a groundbreaking new strategy, a whole new system for client acquisition or anything. like just take something
that works, use your own critical thinking and fundamentals and your understanding of them just to make it
your own. That's that's all you have to do to keep things fresh and successful. And when you look at working systems,
you know, get in the habit of like asking yourself, what fundamentals is this system built from? Okay, this is a
great question to constantly be asking yourself. you see, you know, let's say you're on YouTube and you see some cold
SMS system that's booking like 12 meetings a day, just ask yourself like what fundamentals is this system built
from? And I know that as of right now, you don't exactly know what fundamentals are. We'll cover that later in this
video, but essentially the goal is to create systems that are effective for a long time because they're pretty much
created from our own knowledge. And the only way to do this obviously is to create them ourselves with a fundamental
understanding. So I hope you understand the importance of this now and how if you don't take
this seriously, you'll suffer a slow and painful death. Sure, you can copy and paste your way to 10K a month in 2
weeks, but if you want to succeed massively and have a career, then you need to understand that this matters
more. And I'm not saying that this won't happen because this can 100% happen with
the copy and paste systems that I have. But there will be a time when those copy and paste systems stop working. I'll do
my best to update them. But you're better off just taking something that works, using your own experience and
knowledge to improve it and succeeding more. Then churn and burn. Churn is when clients leave us. burn is
getting clients a sour taste after working with us. In this space, it is the probably the
most common thing ever to build an agency solely based on client acquisition,
especially with all the programs out there that just teach client acquisition. There's a reason why very
few programs teach, you know, service delivery extremely well in client fulfillment. And the reason is is
because there's not that many people out there that actually have successful agencies that aren't churn and burn
agencies, right? It's really important that I make you guys well-rounded and have really solid fulfillment so we
don't have to build an agency completely based on client acquisition. And what I mean by like an agency based on client
acquisition is that it's what happens when you focus all of your efforts on just signing clients. So
you focus on booking appointments, you focus on closing deals, but you just don't even have a product. And in the
beginning, I recommend this just so you can get your foot in the door sort of. But you have to work on the, you know,
you have to work on the product. You can't just do this forever. And the thing is is that
you will spend so much money on client acquisition. You'll spend so much money on appointment setters and ads and sales
teams and all these things that all your effort will go to getting the clients instead of actually keeping the clients
happy and profitable, which is arguably more important because it is so much easier to make more from a
client that stays with you than to sign a whole new one. And this is what happens when you overpromise and
underdel. You will never keep your clients. Your LTV will be extremely low. And we'll cover this further on in this
video. And so, as a family member of this program, you cannot do this,
okay? We're going to combat the churn and burn mentorships that give you short-term cash, 0 to 10k, 0 to 20k in
three week, whatever, and unhappy clients and help you build a real successful business that actually lasts.
We will help you build a real business that doesn't overpromise and underdel. One that provides a real
ROI for you and your clients, and one where people actually want to refer you to others. I got a referral literally
like two days ago. And this will take more time. So, I do need you to be patient and remember that
we're doing things the right way. You're able to make quick cash with this program. It's true. But you're also able
to make long-term exponential cash, and that's the most important thing to me. So, we've covered a little bit about
like the importance of fundamentals, but we've never really covered what they actually are. Multi-disiplinary
thinking. What are what are fundamentals? Fundamentals are principles, theories or concepts that
help us as entrepreneurs understand reality. Fundamentals are all derived from disciplines. Here's an example of
what I mean by disciplines and fundamentals. A discipline might be psychology. A fundamental might be
classical conditioning. A discipline might be evolutionary biology. A fundamental might be natural selection.
So essentially these fundamentals are concepts, ideologies, theories, principles that all come from basically
a discipline. Psychology, evolutionary biology, economics, etc. Like we'll cover all the disciplines later on in
this video of what you need to succeed. But if you want to be able to think in disciplines and multidisciplinary think,
so to speak, here is how to begin to multi-disiplinary think. So the first thing you want to be is more curious.
So, always be open to different ideas and concepts and be curious about like a lot
of different subjects and fields. You know, the way people go wrong with this is that they think like, "Oh, science is
BS. I'm an entrepreneur. Math is stupid. I was in school. Math is stupid." But psychology is BS. It's like history.
Okay, all of this stuff, these beliefs and these thought patterns will crush you because a lot of the things that
allow us to succeed like the strategy and stimuli that build the successful systems
come from these disciplines. How do you think that we know to test and iterate? Where do you think that comes from? It
comes from the discipline of scientific thinking. We need to be curious and we need to pursue interdisciplinary
learning. So like try to always be learning everywhere you go, everywhere you are. Find more opportunities to
learn. Take courses, read books and subjects. I actually have books about EV. I literally have a book about
obviously both of these, but a lot more. And the reason is is because if you never stop learning
then you can continue to continue to multi-disiplinary think and it will really pay you a lot of money. The third
thing you do is understand. So like look for connections between different fields. Identify concepts that can be
applied across disciplines. Fourth thing is read. Read more. Like literally read more. Bible books articles research
papers from a bunch of disciplines. Dialogue. So seek out conversations with people from different fields. You know
this is why I love the concept of school and not only you know Sam Oven school but I mean like actual school. You
expose yourself to so many different ideas and viewpoints and maybe not too many alternative
viewpoints. They're all kind of on the same, you know, wavelength there. But if you seek out conversations with people
from different fields like it will open your mind to new ideas and you'll be able to start to see through some
disciplines like this. So another thing that I love to do is attending masterminds.
So this would be you know conferences, masterminds, seminars, things that cover topics like beyond your primary area of
interest. like you know I'll even attend like live calls and masterminds from you know sales groups um which obviously
this is a big focus of mine but even things that aren't like for example in D Daniel Dalen's school group I've
attended e-commerce you know chats and masterminds just to try to understand like how they think where a lot of their
ideas and fundamentals are and what they are what disciplines they come from just to develop myself as a better thinker
basically number seven is develop systems thinking We will cover this discipline in this video. Systems
thinking is one of the most important disciplines that we'll cover. Understand? So just looking for
connections between these different fields, you know, but more or less just becoming good at, you know, taking in
information. So you know identifying principles, methodologies, theories, just looking
for those fundamentals. And then the last thing is creativity. like stop copycatting,
stop, you know, following suit and just start thinking outside of the box, you know? I think that's really important.
But yeah, like this is not the end all be all, but it's really important to begin
to try to multi-disiplinary think just so you can start to see things from multiple angles because like over enough
time, if you can learn to kind of think in this way, think through disciplines and fundamentals and find connections
and just constantly be learning more and more and more, you'll find that growing as an entrepreneur will become that much
easier. Entrepreneurs toolbox. So as entrepreneurs we use fundamentals like Legos. Our business is made of systems
and we use fundamentals to build these systems by developing stimuli and strategy right and we have to learn to
think multi-disiplinary and think in disciplines. Okay so like there is you know two major
types of fundamentals. Shout out same ovens universal fundamentals and cognitive fundamentals. So, so strategy
basically comes from universal fundamentals and stimuli comes from cognitive. So, in universal
fundamentals, these are disciplines like physics, chemistry, natural and evolutionary
biology, economics, etc. And these are what allow us to make effective strategies.
Okay? So, strategies come from these disciplines. and stimuli. So basically triggering someone to do something comes
from cognitive fundamentals. So that's like you know psych disciplines like psychology, reason, cognition
and those are what allow us to make effective stimuli. If we combine the two,
understand these disciplines and these disciplines were able to make effective strategy and stimuli.
Okay, which will in turn allow us to create a successful system.
This sounds crazy and it should because to b to get clients essentially we have to learn these things and to
learn these things we have to learn these things. So let's talk about learning fundamentals. Learning
fundamentals is not to be over complicated. Um I don't want to over complicate this because it shouldn't be.
You know in grade school and college we learn a ton of fundamentals and but we never really realize the value of them.
You know the main way is through studying. You know it's you know similar to grade school and college like we
learn fundamentals by studying them. So like anything else studying and learning is a skill we can improve at. I've
actually took the time to learn the best ways possible to study um that I want to give to you guys
because if you start doing this stuff man like you will crush everyone and the first way to study effectively
is using spaced repetition and the second is active recall. Like this seems extra, you know, like this is a course
on how to build an agency, not a course on how to succeed in school. But if you can effectively learn how to study,
remember, learn, and do all of this in the hopes of learning more fundamentals, you will crush it.
Like you will literally be at like 200k a month and you'll be like, "Oh." And it'll it'll be like three years from now
and you after focusing on fundamentals and you'll be like oh I'm at 250k a month thanks own. You know it's like
it's just how it works. So I will teach you some disciplines in this video now that you guys understand that
disciplines are like psychology reason cognition physics chemistry natural selection or not natural selection
natural evolutionary biology etc. Um even like systems thinking is a discipline as well. Um,
scientific thinking is also discipline. I will cover those in this video, but we will save some of the universal
fundamentals and also a few cognitive ones for a future video. To actually use these methods, here's how to do it. But
before we go over that, I just want to make sure you guys know that like this will pay you millions of dollars.
Like I promise if you stay consistent with this and you constantly iterate, you constantly learn, you constantly
grow over enough time, this information that's in this video right now will pay you millions of dollars. I promise. So
the first one here of learning how to study better is spaced repetition. Now it's a learning technique that basically
helps you retain information from a longer term by reviewing material at like increasing intervals. So like
basically reinforcing the knowledge instead of just cramming a bunch in. So what this means is
reviewing difficult terms today and easier ones next week instead of cramming them all at once. So what's
good like for example if you were to use this in this program for example and you take notes on all these videos then you
would basically have lists of basically terms and concepts and ideas and essentially you'd
ask yourself like do I know this do I not do I know this or not and then you just do that for every single thing and
it's like if I already know this stuff like really really well then I'm going to go over in like 4 days from now you
know throw it in war map for 4 days from now. But for now, I don't really remember this and understand this. So,
I'm going to study and work on that now. Okay. So, that is what space repetition is. An
active recall is, you know, deliberately retrieving information such as answering open-ended questions instead of just
like passively reviewing. So, the best way to improve your memory and retention through certain concepts
and learning them is to like instead of just re-watching these videos and scrolling through the PDFs or scrolling
through your notes is to write down on a blank piece of paper everything that you remember from your memory and then check
your notes for accuracy. And there's a reason why so many entrepreneurs are obsessed with whiteboards. And I think
that this is the reason why is because we will go ahead and watch a video on a concept or understanding, take all the
key points from it, remember them, and then throw them all down on a whiteboard essentially without like watching the
video or going over any resources. And this will just really reinforce what we know. For example, what most teachers
preach when studying for a big test or exam is to go on a whiteboard, like a giant whiteboard, and just write down
everything that you know. And it's the same way here. Although we're not studying for a test, we're
making millions of dollars. So now, let's cover material. Now, you're probably under like thinking
right about now like where do we learn these disciplines? Where do we find these fundamentals? and we do it through
books, textbooks, classes, courses, videos, etc. This sounds crazy to someone that doesn't understand
fundamentals, but when I wanted to improve at building like solid stimuli, especially for cold email, I had to
understand better how the mind works. Like I literally started studying, and this was
literally like two years ago. I began studying the cognitive bias co codecs. Like I had it
bookmarked and every day after school I would just like go through a ton of horistics just so I could understand why
people do things. And because of that and because of learning all those horistics like I was able to easily make
stimuli that had really really good open rates and really really good appointment booking rates. I mean it sounds insane
but this is where this stuff comes from. Another example, when I wanted to improve at making just better decisions
in general and building effective strategy and iterating properly, like I bought this book and I just read
a bunch of it. It's a giant book. I've not read all of it. Just to take and skim and take the most, you know,
important ideas and fundamental concepts and theories u from natural selection just by learning and studying parts of
this book. While I took this picture, I was literally sitting in the library reading it. Paradigm intro. So early in
this video, I mentioned that I need, you know, I need to teach you how to see and think and how to build and how to track
and grow. Paradigm is the key to seeing. This is the first aspect of all of these parts. And the rest of this video is,
you know, dedicated to teaching key disciplines for how to think and how to build. And towards the end, I go over
scaling. So like how to track and how to grow um especially through systems and feedback. But let's start off with how
to see. So what is a paradigm? I'm sure you've heard this video and if you haven't, this is probably one of the
most important words ever. Paradigm is the lens through which we see. It's basically how we see something. And
this is and will be one of the most important ideas in all of business. And most people don't even know what it
means. People see business and SMMA as like a discipline, which it is not. It's a makeup of many different disciplines,
and this is how you need to see it. If you're struggling to grow your agency and you're finding that it's not really
growing with ease, you're not really getting the results you need to get, then chances are that your paradigm
needs some work. And we will cover how to improve your paradigm in the mindset module. But
for now, I just wanted to introduce you guys to what a paradigm is. Like you should have an idea of a of of what my
paradigm consists of just by like going through this these parts right here about disciplines. But I will reveal it
at the end of this video. But for now, we need to understand some key disciplines. You know, trust the
process. All of these disciplines and fundamentals will pay you millions. I promise. But we're going to go over some
disciplines. So the first discipline we're going to go over is scientific thinking. So the first discipline I want
to teach you guys is scientific thinking. Just so we can go over more on how to think. Now when we make
decisions, we have to think like a scientist. Nothing you do when building an agency
should ever feel like a guess. And the goal for this discipline is to just teach you
how to test effectively, how to iterate properly, so no matter what decisions you make, you can constantly grow and
eventually yield exponential growth in results. So what is scientific thinking?
Right? A long time ago, pre 500 B.CE, humans used, you know, use trial and error to survive. um such as figuring
out what plants were edible, how to hunt, how to predict, how to predict the seasons, etc. And the Greeks, especially
Aristotle, introduced logical reasoning, but true experimentation came about during the Islamic Golden Age in the
Renaissance. And the scientific method was then refined by Galileo um emphasizing empirical testing. Newman
cemented the scientific method as a predictable system and um ever since it has been proven to be reliable and today
scientific thinking like pretty much drives all datadriven decisions you know in every field
whether it's business, medicine, engineering, technology, policy etc. Scientific thinking allows us to
predictably build a successful business. So like it would be pretty silly for us to not take full advantage of it. You
know what I mean? And here's what the scientific method actually looks like. Step one is you build an hypothesis
or like an educated guess. And step two is you test it. Step three is you observe the feedback. And then step
four, you iterate the hypothesis and build a new one. Right? This is the scientific method. Now before you even
think to use the scientific method, you have to make an observation and identify an straight problem right you
can't really build an hypothesis to you know fix something or improve something if you don't even have a thing. So the
first step again building hypothesis. So it's essentially just making an informed guess on which variables will achieve
the ideal outcome, right? And then when you test it, you simply just turn those variables into stimuli and you expose
this to a bunch of humans in your niche. Step three, observing feedback. You simply just collect the data and observe
the effectiveness of all those variables that made up the stimuli. And then step four, you simply reiterate the
hypothesis. So you use the feedback and data that you've gotten to adjust and slightly change the variables and make
another informed guess and then repeat. If you do this over and over and over and over and over again in everything in
your life, you will succeed in all aspects of your life. It's pretty cool. And
like even like content, even YouTube, even health, even fitness, like relationships, just every aspect of your
life, if you take this scientific approach to it, you will have no choice but to succeed insane amounts.
This is how the greats think. And if you don't believe me, like I use this in every aspect of my life, you know, my
health, my content, my relationships, not just my business. If you keep doing this process, you'll succeed in
outreach, you'll succeed in your funnels, you'll succeed in your content, you'll succeed in your client results,
you'll succeed in pretty much everywhere. And so, um, I just want to preface though that I
won't just leave you with, you know, a list of things to keep in mind. So, then you have to constantly rewatch the
aspects of this video when, you know, making tests and using the scientific method. I'm going to give you a resource
after we go over the rest of this discipline that can help you conduct tests. So every time you create a new
hypothesis and you test it, you observe and you iterate, basically you can use the resource below
and organize them. So then you can keep track of the constant growth. It's super super valuable and I wish I had this
when I was building mine. Now what's cool about this is I use this and you do this naturally without even
um without even thinking about the steps. For example, I record a shot of, you know, me running on a treadmill for
a video and I basically test out how it looks. I observe [snorts] that, you know, it didn't do that well. So, I
reiterate and I do it again. And I do this again and again and again, especially with color grading. And so, I
went from making content look like this to looking like this. And
that's what's so cool is that you can use this in every aspect of your life. Like for example, I've done the same
thing with making hypothesis about cold SMS scripts. And by reiterating and improving, you know, and making another
hypothesis and another hypothesis, I was able to constantly improve my ABR from 0.6%
to 4.5% over the course of three months. And I don't know, you guys might not understand how cold SMS works yet, but
you can send like a thousand a day. You know what I mean? So that's the power of the scientific
method. So let's go into more depth about each part of these processes because they are a little bit more
in-depth. Again, remember that I will give you a resource towards the end of this video that will help you, you know,
conduct these tests and use this effectively because for now it might seem like I'm just throwing a
bunch of information at you, but just know that that's not the case. So again, step one, building your
hypothesis. So the definition of a hypothesis is basically an educated guess. And there
is a way to do this that you know pretty much eliminates guesswork as much as possible which is our goal. And the way
to do that is to first identify the main variables. So the variables that we identify determine the stimuli that we
use. So we need to determine the one or two key variables that make up the stimuli that we're testing. So for
example, if we are testing the stimuli of a cold calling script, then the variables could
be like the pitch and the opener, right? And so that's what we're testing. So we just need to first identify what
variables can like actually make up that stimuli. If you're doing cold email, then it would be um the subject line
as well as, you know, the header, the body, right? Or if you're doing paid ads, then it
will be, you know, the hook and the body and the CTA. And so you just need to identify the main variables first.
Then when you build that hypothesis, you also need to set clear metrics and KPIs. So figure out like the primary and
secondary metrics in order to measure the performance. So the primary metric being like the direct metrics and the
secondary being the offspring. So for example, let's say you're running a cold calling test. you're trying to make, you
know, your ABR a little bit higher and you have variables such as your script determined, but you need to set clear
metrics. So, you conclude that your pitch rate or PR KPI is 10%. Which let's say that's the primary metric and
because it happens first and then the second metric in this, you know, in this example would be your ABR. That's your
secondary offspring metric, your point booking rate. And so you might be asking yourself like why is ABR considered
secondary if that's usually the most important metric? It's because if the second metric is in KPI then you do not
worry about the primary metric. Okay, the primary metric is always usually first and the secondary is what comes
from the result. And if you have, you know, a 3% ABR or
whatever is considered KPI, you know, the key performance indicator, then no matter what your pitch rate is, it
doesn't matter. You don't have to touch your pitch rate. And we'll go into more decision-making
processes soon. The next thing you need to do when you build a hypothesis is to determine your sample size and your test
duration. Once again, let me just remind you guys that this is all going to be in a
resource that's really easy to understand so you can effectively make tests.
But before we determine our sample size and test duration, you need to understand the fundamental regression of
the mean, which is a fundamental that is rooted in the discipline of statistics,
a concept that a lot of people in school take and think it's pointless. Regression of the mean is the tendency
of results that are extreme by chance on the first few measurements. If that doesn't make any sense, basically
the results from the test are either extremely high or extremely low compared to on average.
And the only way to move closer to the actual average is to measure the test more frequently. So let's go through
some examples. But regression the mean can work for you or against you. Like let's say you take 25 sales calls and
you expect that your close rate is you know 20%. But you've taken 25 sales calls and you
haven't closed a single one. Regression to the mean states because that's extremely low than compared to what
you're what you expect the average to be which is about 20%. But regression the mean states that like you could close
the next five in a row and that would accurately reflect your close rate. That's what's so crazy, you know, about
this process of building an agency and building a business is that regression to the mean discourages people and
they'll have this happen where they take, you know, like 24 sales calls and then they just they quit and it's like
they're just too impatient to understand that like until you take 30, which is the rule for sales calls to understand
your clo to like actually have a valid close rate. Like you don't know. You could close the next five or six. Like
you just don't know. Another example of this is like if you close your first two sales calls, you assume that you have a
100% close rate, right? False. You have to wait until you've taken 30
calls to determine your close rate. Now, for outbound and client acquisition, there's pretty much two numbers that we
need to keep in mind. It's 30 and then 300. 300 is for outbound and then 30 is for sales calls. to actually have a
valid metric that has gone through the process of regression to mean you need to have enough volume.
For example, if you have if you've taken 10 sales calls and you've closed one, your close rate is not 10%. You will
only know your close rate once you've taken 30 calls. And it's the same way goes with outbound
and metrics like that. So, for example, if you book zero appointments and 100 cold calls, it could still be regression
to the mean. Or if you call 300, you could book five to 10 and be in KPI. So, I hope that this is making sense so far.
But what's most important is that you have a big enough sample size in a test for it to be a valid test.
Like otherwise, you'll do 50 cold calls in a day. You'll say, "Fuck this. I didn't even book any appointments."
which is complete BS and irrationality because you haven't even conducted a full test, which would be 300 cold
calls. So, we have to prevent this. You don't have to do this on a day-to-day basis. You can always split it up and do
50 a day, but just know that it will take six full days for you to complete one test. And you could have a test that
doesn't do well and you your ABR could go down. And so, that's why I recommend that high volume approach. so so much.
That's the reason why cold SMS is so overpowered because you can easily send 300 cold SMS a day and do a test every
single day. But we will cover more about irrationality later in this program, not in this video specifically. So sample
size, once again, we have to determine our sample size for whatever test we're conducting. And we're still, by the way,
we're still on the stage of building a hypothesis. For outbound, you have to have at least
300 touches for a successful test. Uh for sales, you have had to at least conduct had 30 conducted calls, not 30
bookings, 30 conducted calls. And that's pretty much the only type of tests that you'll need to conduct for now. So those
will be your sample sizes. So once you determined whether you're doing a sales test or some kind of outbound, we have
to determine the test duration. You know, some processes need time and that's why this is so important to give
them enough time. For example, like if you send 300 cold SMS and you track your metrics right away and you don't really
allow proper time for like people to actually respond and follow-ups to come through, like that means you didn't give
the test um enough time and duration. So with every single system in test there is latency
which is essentially the time you wait to get the result. So it's crucial that you allow proper time for each test and
you make sure each variable is accounted for. Like do not judge test results prematurely directly after finishing the
test but when the set test duration has been completed. So, for example, like let's say you send 300
cold emails over the course of 3 days, right? You do 100 a day for 3 days. And right after you're done sending the 300,
you track your metrics and you've gotten five positive replies, one appointment has been booked. But then in your actual
outbound process, there's seven follow-ups that go to each person over the course of the next 2 and 1/2 weeks.
The proper way to do this test is to have the test duration be set for 2 to 3 weeks or however long it takes for the
follow-ups to come through. Then at the end of all of that, track your metrics and that would be considered a
successful test because you've had a proper sample size. You've sent 300 emails. You've had a
proper test duration. So, it's had enough time to go through all the process. And that's how it's done. Just
remember to not judge test results directly after. Just make sure you give things time. So, the last portion of
building your hypothesis, which is the first step of the scientific method, is to make sure the test is focusing on,
you know, the variable you're assessing. What I mean by that is just making sure the test is airtight. You have to focus
on a certain variable that you're assessing. Like simply just ask yourself like what could go wrong here and fix
everything that could possibly go wrong and influence bad results in the test. Like if your funnel isn't protected,
there's a chance that people will click on it from ads and go to convert, but the website won't even load for them. If
your booking calendar has a website element blocking the schedule button, people won't be able to book
appointments no matter what you do. This happened to me. It was rough. I spent probably 5k on ads before I even
realized. But yeah, just make sure that the test is solely focused on the variable you're assessing,
you know, and in statistics like there's a lot about this, you know, making sure that your tests are conducted properly,
but constants are essentially the aspects that affect the test results that we have to keep the same so we can
test a certain variable. Like I said, the last thing is to ensure that you're focusing like
specifically on the variable you're assessing, right? The variable, the one thing. And constants are things that
don't change in a test. So, we can test something that will change. For example, like if you're doing cold SMS and you're
testing out some scripts, your phone number should not change. But what would change there? because you're not
because you're trying to test it would be your script. So basically what I mean is that we have to make sure that
everything stays the same except one variable and that way we can actually deem cause and effect like there are
constants in every single test. So we have to define them here in the building hypothesis stage. Otherwise we won't
even know what caused what in the test. Like the only way to actually have cause and effect is for everything other than
what we are testing the specific thing is to remain the same. Like how can we know what caused what if multiple things
changed. We have to keep everything the same. And so like you can never iterate more
than one variable at a time. You know good decisions in business come from good data. If you iterate more than
one variable at a time, then like the data is and you have to start over.
So like the key here is that if we want to constantly grow, improve our booking rates, close rates, and all kinds of
other metrics, we have to constantly listen to the scientific method. And again, the only way to do that is to
define the constants that we do not change in the test. So for example
to help you understand if we are sending cold emails testing email copy right that's what
we're testing is email copy so you know the words that are in the actual email we cannot send 300 emails you know
conduct the test 300 emails is enough you know for the sample size so we did that correct but then after we send 300
emails we didn't get good results so we changed our profile picture our domain our email copy our headline like you
change so many things that you will 100% have to start over. I hope this makes sense now. Like you can set the right
sample size, you can set the right test duration, but if you don't define what your constants are and you change
multiple things at once, then you never know what caused what. You could have had an open rate of like
5% through these 300 emails and then because you changed all this stuff, your
open rate could be like 1%. And you don't even know what caused what and so you can't even iterate and make a
new hypothesis based off those test results. That is the key. Like that is why having
constants is so necessary. Once again, test one aspect at a time and have everything else remain the
same. Set version in this step of the process. Set a version as well to, you know,
simply add like a V1 or V of X. Um, so like V1, V2, V3 to keep track of the test. So
before we go through the rest of the scientific method, I want to show you the testing database just so you can
understand how this would actually look. So when you're actually conducting these tests through the scientific method,
this is a spreadsheet that I've created to basically help you do this. So essentially, you choose the subject, you
set the test version, like we mentioned here. We establish the variables that make up the
stimuli. We establish the constants that aren't going to change. We go over the primary metric, which is the initial
metric of what's going to happen from doing this test. the secondary metric which is like the actual ultimate goal,
the sample size, the test duration, um launched completed and the result. And if it's in KPI or close to KPI, then
it's considered scalable and you don't have to connect another test. All you do is increase volume. Okay? Okay. And if
you think like this like a scientist and you do this for every single subject and test and you get to
the point where you're at like V15 or something and you have like an insane ABR that's like, you know, 5% and
scalable, it's like this is how you succeed. But we'll cover over um scalability more soon.
Um but I just wanted to bring this about to you guys. So now that we've covered building your hypothesis, let's go over
actually just testing your hypothesis, which is pretty simple. So let's go to the green. So actually test your
hypothesis. Like you've created it, right? You have it in the database and now it's time to actually test it out.
Running the test is a lot simpler to understand than creating it. Maybe not as easy to do, but simpler to understand
for sure. So all you do is launch your test and let it run without touching it. Launch those ads, send the messages,
send the emails, make the calls, do the action required to test the hypothesis. And do not touch it until it's done. Do
not make some irrational change out of emotion. Don't stop because you don't feel like
it. Fully finish the test, okay? And don't get 275 cold calls in and stop
the test because you understand that regression of the mean could mean you could book the last 15. You don't know.
So you have to fully complete the test. You want to collect and track all of the data. So every single day, track all of
your metrics. Make sure you do it correctly. Let the test run its course and consistently track the metrics.
Okay? Do not wait to do it all at once at the end of the test. Otherwise, it will become overwhelming and you won't
want to do it. So, track your metrics consistently throughout every day. And no matter how emotionally convincing
like it seems to make some change, some irrational change early on, please refrain from doing this. Just let
it complete. Otherwise, you'll have to start over. So, that is the second step in the scientific method. And the third
one is observing the feedback. Now, similar to the last step, it is not as complicated as building the original
hypothesis. But to know whether or not a test is actually completed, you have to go
through this checkbox um sequence here. So the first thing is that like nothing
serious went wrong, right? If you can check that off, then you can move on to the next one. The second one is that you
didn't touch it. So you didn't affect anything. You didn't ruin the consistency. you didn't alter and make
any irrational changes in the beginning. The third thing in the checklist is that you logged every day with accuracy all
of your metrics and make sure you actually double check it. The fourth thing is that you didn't change the
constants. So the things that you decided that weren't going to change, you didn't. And the final thing is that
you allowed the test to fully finish. You let the duration and the latency go on long enough where like the actual
test was completely complete. Right? All right, if you can check all these five things off, then that's how you know
you're done with the test. Now, you're probably thinking right about now, like, oh my gosh, we need to devise strategy
stimuli. We need to create systems. We need to actually test the systems, make them working, and then then we need to
actually cold call to run the systems and test and like actually make the test and do all this It's like yes, but
once you find the working stimuli strategy and build a proper system, then you simply just outsource it. remove
yourself from the process and continuously make and improve and iterate and that's how you compound like
that's how you grow exponentially. So now that you know that everything is accurately tracked and the test is
actually complete, we can compare the results against like the KPI metrics like what you set when you built the
hypothesis to see if the hypothesis holds true. So you can ask yourself like what were the metrics? what are the KPIs
for the metrics? So if we were to open up the database once again and when we actually create the test
before we launch it and complete it, you will have a KPI that is the ideal um primary and met primary and secondary
metric, right? And the test result will result in a metric, right? And so it's important here that you keep in
mind like what were the metrics right where were the test results and then what were the KPIs for the metrics right
and always focus on the secondary metric because if it's slightly below KPI or a KPI just scale it you know just increase
volume that's all you have to do so if you do a cold SMS test and it's V1 and you use the scripts that I give you and
you go through you fill in the things that don't change like s for example the you know the phone number the follow-up
message the calling script and
um you go through and you add the variables and you set your you know your KPIs and your metrics to be like you
know 3% ABR and you do 300 cold SMS messages. You let the test go for, you know, 48 hours to let the follow-up
messages send and people to reply and you launch it. You send the 300 cold SMS. You call, you let the test actually
go out through the duration. You don't change the constants. You focus on the variable. So like let's say you change
your variable as like the cold SMS script which cons consists of like you know an opener type like a pitch message
um um a bit of a CTA or whatever the case may be. And this would be like your positive reply rate, which let's say
it's like 10% your goal is. Okay, so that's it. You made a test for cold SMS and you launched it and you did it and
you hover over here and you check off all the list of the things that I just went over and everything went well. Then
you take it, you you know it's completed and then you take the average and the the secondary metric and you put it into
here. Let's say you got 3.5% ABR. Okay, then scale it. Okay, and what I mean by
that is don't conduct another chest. Don't change a single thing. Do exactly what you did again, but send it to more
people. So tomorrow instead of sending, you know, 300 cold SMS or 150 or whatever you did to complete the test,
double it, triple it, quadruple it, do whatever you can because if it's scalable, then simply just check it and
send more. Like that is all you have to do and before you know it you'll have 20 appointments a day, right? Like it is
that easy and people don't understand this. So this is the power of the scientific method. The reason why you
want to increase volume so rapidly and insanely and that's the reason why cold calling is kind of low leverage if
you're doing it yourself is that you can you have like a limit to what your volume can be with cold email and cold
SMS. Like there is no limit to your volume really. You can send out as much as you want. And if you think there's a
limit because go high level set a limit for you, make 10 more sub accounts. Make 20 more sub accounts. And there, trust
me, there is no limit if you work hard enough. And also, just to preface, like let's say your KPI is 3% and you get
like 2.5%. That's good enough. Just scale it. Just take advantage of the working, you know, stimuli strategy
because like it won't last forever. you know, if you find that like you run the system and you you know, throw like
10,000 leads through it and you know, the ABR stands still for like the whole time and stays pretty consistently good.
Like that is a huge win because you don't have to constantly make changes and always fight the losing battle of
finding a winning system. Like instead you have one so use it and take advantage of it. So make sure you
allow enough time though. for example, you know, um, let the test fully run its course. And some people don't think you
can scale unless you have like a 5% ABR in cold calling. But like you can get to six figures a year with a 2% ABR and 100
cold calls a day. And if you don't believe me, listen to this. But first of all, just
keep in mind that consistency is everything. So, like if you do the math and you do a 100 cold calls a day, a 2%
ABR for 22 days of the month, which isn't even every day of the month, and that will get you 44 bookings roughly.
It's two appointments a day. And let's say you have a 50% show rate, which is like pretty average. That'll give you 24
appointments in a month that you can actually take, which isn't enough to actually probably see your, you know,
your close rate. It'll probably take a month and a week or two. But let's say you have a 10% close rate. That'll give
you 2.4 clients a month. Do that every month for the year and you have more than 30 clients.
Like that is at least $30,000 a month recurring. So like
like oh my gosh like it's just so easy. But if the answer is yes whether it's scalable or not then just increase
volume and scale. And if no then be mindful that like if it's not criminally below KPI then it's usually pretty
scalable. But remember to not be emotionally attached to the metrics. Remember that if it's below KPI you're
getting closer and closer to the truth which is a great thing. And if you're troubleshooting this properly, you start
with a V1. You know, you got an okay test result, but not the best. And you do V2, but it goes down, right? And
you're like, shoot, goes down. So, what you want to do is make another V2 regress back to this original test and
change something different because obviously going from this to this made things worse.
And so, you don't want to go from this to this because things might get even worse. So, we need to start, we need to
go from this and make a new one here based off of the original V1 and test something out. And then you find you did
really well and that it's scalable and then you just scale it up. That is how this works. This works with ads. This
works with cold SMS. This works with DMs. This works with emails, everything. So, the fourth and final step in the
scientific method is to actually just reiterate. Right now this is also super simple in comparison
to building me hypothesis. That is pretty much the longest thing in this and actually you know completing the um
test itself. But what you want to do is just adjust you know the the high leverage variables
based on your results. So analyze all the variables. Just pick one to change like and pick ideally the one that you
think will move the needle the most. But keep in mind like like the bigger the change, the less affinity to the
original test will make it harder to iterate. So you don't want to change like the biggest thing ever, you know?
So I would recommend to constantly improve is to make smaller/mediumsiz changes to just one of the variables at
a time. Then keeping the rest of the variables as constants so we can find actual cause and effect. And if we do
this over and over and over again, then we can simply just reiterate constantly and eventually have a super high metric
of, you know, a scalable metric that we can use to scale and grow. So after you go ahead and implement the
changes, save the changes, make the uh make the actual changes can continue, and then just simply just repeat step
one of this process by creating a new hypothesis. Um, like I explained earlier, if the V1 ABR was 1.4% and V2
was 0.9%. Instead of changing V2 and trying to make a V3 and improved that, like there's a chance that it'll go
back, it'll go down even more, right? And so instead of changing and affecting V2 and make V3, I would just go back to
V1 and make an original change based off of V1 to make another V2. I know that sounds confusing, but I hope that that
makes sense. So here's again the resource that I have designed. I would recommend you know
creating um making a copy of this obviously and then booking marking bookmarking it and tab extend. You can
really use this resource in just about every aspect of your life that you want to consistently improve at. So, always
keep this on hand and every time you make a new test for whether like an outbound method or some kind of ads or
anything even like content type, even videos, even just like fitness, health, diet, like whatever it is, whatever you
need guaranteed growth with, use this and you will get it. So, that's all that there is about
scientific thinking. I hope this was able to help you kind of think a little bit. Um, this is how to make sure that
you're not guessing. And this feeds a lot into systems and that's what we're next going to cover
which is essentially how to build because all your business is is you know an amalgamation of systems. So if we can
properly cover systems thinking then we can guarantee like throughout our entire business predictability which will allow
us to get the results that we're like the system is designed for. So that is the second discipline that we're going
to cover. The first one was scientific thinking. The second one is systems. So what is a system? A system is a group
of processes that work together in order to achieve an outcome. So here is my diagram of a system. an input
gone through a process turning to an output yielding feedback all inside of an environment. Now, I
know that this kind of has a similar vibe to the scientific method, but it's completely different, right? We test to
find working processes so that we can use them in a system. Okay? So again, the inputs are the
materials that you put into the system. The process is what converts those materials into an end result. Think of
it like a factory. The output is the end result. The feedback is the information you get from the end result that is used
to improve the inputs and processes to get a better output. And the environment is where the system operates in.
So a system is predictability but not an automation. You know, it's a function
but not an intention. And so what I mean by that is that like you may intend to sign hundreds or even thousands of
clients with a client acquisition system but you might make the function of the system not entail that result.
Your system does not succeed to the intention that it the int the intention of the desired
outcome but the function that it's designed for. So you might think that you've designed the best system you know
with the intention of sign like to cook a perfect steak for example. Let's say you think you've divi designed like the
best system for this and that's the intention right the intention is to make a perfect steak with the system but the
function of the system is to make a bad steak. So here's how this actually looks. Your input is a cheap shitty you
know bad cut of steak salt pepper and butter. The process is simply just a step-by-step recipe instructions of how
to cook the steak. And the output is like an okay steak, you know, nothing crazy, nothing that good. And you find
that like the feedback, so you taste it, right? The feedback is that like it's undercooked, doesn't taste very good,
doesn't smell that great, it's too salty, etc. But like all of these things are feedback. And all of this happens in
the kitchen, right? So this is how you can view like a system is everything. It's not just
business. It's literally everything. And so while we intended to have the perfect stake, the function of the
system was actually designed to just make a decent one. And this is why understanding systems is so important.
Let's understand some hypothetical situations. Let's say you have a bad cut of steak, right? It's super thin and
super cheap. No matter what your process is, even if you're like reverse searing your but your, you know, butter basting
and you're doing all these things, piping hot and cast iron, like just because you have a bad cut of
steak, it's pretty safe to assume that like no matter what that process is, it will not be very perfect,
you know? And that just indicates the importance of a proper input. So, like let's say you have a bad
recipe, but you have like an A5 Japanese Wagu. You have the best input ever, but your process is terrible. It's like you
may not get the output that you're intending to get no matter what. And you'll know that by the feedback. And
so, let's understand this in business systems in business. Now, this could be quite simple.
And so, let's go over systems like that we'll need on a extremely macro scale. Right? For example, a client acquisition
system. We take people in our niche, which is the input. We take them through subsystems, they become a client, and
then we use metrics and do the same thing. And this all exists in the market. Now, this is what a client
acquisition systems look like from like a 30,000 foot view, right? If we go into more into depth, for example, let's look
at a client fulfillment system. We take the client right as the input. We go take them more through more subsystems
as the process. And now we have a client with money. And we use metrics and feedback to do the same. And on a macro
level like these systems look super super simple and achievable, but like each system is made up of plenty and
plenty and plenty of subsystems. So once again, let's go through inputs so you can better understand them. They
are like the raw materials that go into a system. So like if we want the intended result, right, the intention,
we have to have the right type of input for the system. Like there's a saying that like what you what you get in what
you put in is what you get out. And this is completely true in systems thinking. Like you could have the best processes
in the entire world, the best ad copy, the best scripts, the best everything. But if you have garbage leads or bad
input, like no matter what happens, you will not get anything other than the function of the system.
Okay, let me rephrase. You will never get anything other than what the system is designed to produce. Even with the
best pizza chef in the world, bad ingredients will guarantee the pizza is not going to be that great. Another
example, even with the best cold SMS method, using saturated leads that have all seen the same messaging like can
guarantee the system will not work. Okay, I want you to understand the importance of inputs.
And another thing like don't blame your shortcomings though on inputs like especially in sales because sales people
will constantly blame their prospects for not being a good fit and good enough because they keep throwing like so many
objections on sales calls but you need to have some form of accountability. You know chances are that like this
might be a hard truth this while you might just not be good at sales. So keep this in mind. It's not always
the input for the reason of your failure. Process. So processes are the chain of actions that utilize stimuli
and strategies in order to get a certain outcome. So in macro systems like above these subsystems and the like because
this is the process, right? The blue part um it usually consists of like tens or even hundreds of subsystems in order
to get the outcome. like this is what I mean. Hundreds of systems just to get the like
intended outcome, right? And so here's a macro system including every subsystem needed to turn a residential roofer into
a closed client using cold calling. I know that this is probably not you can't see this, but I'll read it to you.
Residential roofers, lead list, clear out phone, higher quality leads, remove landline numbers. Like you take that
output, put in the input like you just like all throughout the entire process all to get a closed client. This is all
client acquisition for roofing, right? And people don't see things like this,
but once you start to see things like this, each one of these feedback is completely dictated by a metric. This is
pickup rate. This is res resonation rate. This is pitch rate. This is point booking rate. This is show up rate. This
is DQ rate. This is conversion rate. Like it's all just a game of numbers and
systems. It's all it is. And like if you were to zoom in, most of
these subsystems um required to you know go from a fresh
residential roofer into a closed client is through like multiple macro systems. For example, like in here I have like
cold calling system or sales system, right? And here is just it's just sales processes. But that right there in
itself is more subsystems, you know, going through the entire sales process. And so this is how it works.
And this is how you need to think of it like. And if we can build proper systems where the function aligns with the
actual intention, then we will have a predictable scalable way to achieve our goals. 10k a month, 20, 30, 40, 50, 60,
70, 100, 150, 200, 250. There is very very little luck in this. Okay. Virtually all it is
is well-designed systems and ways to produce consistent and predictable outcomes. Right? That's all
this is. And remember that your system will only produce the result that it's designed to
produce and not the intended um result. So let's go through outputs. We have inputs. We understand processes and how
they actually look on a macro and sort of micro level. The output again is like the end result.
So it's what the system is designed to produce, not intended to produce. So in a client acquisition system like the
output for example is getting closed clients. And for an appointment booking system, the output is getting booked
appointments, right? Etc. The feedback is what you get from the output
and it provides it's basically what we learn from getting the functional output of the
system not the intended output. Again healthy systems like if they're a healthy system they should have a form
of feedback and feedback will tell us how we can improve the processes and inputs to get
better outputs. So like in client acquisition and client fulfillment systems feedback is usually
measured in metrics and this is the case for most business and we measure these metrics in
accordance or against with the actual KPIs which are the key performance indicators that you guys should now
understand or at least have a fundamental understanding of. So for example our ABR from the cold calling
system might be 4%. So we book four appointments from 100 calls and we measure that. But remember like this
doesn't count. Like this isn't a 4% ABR. It's a 4% ABR if we book 12 appointments in 300 calls because of the sample size.
But now you should know you should understand that now. And so I I think I should probably actually change that as
well. And um we could measure that feedback against
like a typical a KPI for cold calling which could be like you know 5%. And the better way to the way to do that is to
improve the inputs, you know, change the processes of the system in order to improve the output
more appointments. And the way we actually do that is through that testing process that we've covered
right now. The environment is what's interesting here. This all exists inside of an environment, which in business
tends to be the market. Now every system has an environment and they are not directly part of the actual
system but very much influence it in a major way and it's really important to build a
system where the environment is conducive to the intended output. Now what's interesting is that a system is
just a system. For example, you could make a stake and have the same system every time and make a great stake every
time. However, your environment, where you cook it at can completely determine the quality of the steak. Whether the
pans are rusty, whether the the kitchen is like not up to par. What I mean by that is that
if you have a system in business, for example, like a client fulfillment system or a client acquisition system,
the market can completely dictate how it goes even without changing anything. And that's how systems die over time. Like
we mentioned earlier with the decay and renewal, it's it's usually based off of the
market um or at least the you know the overexposure to the actual process itself.
Um obviously we'll go into troubleshooting especially when looking to scale. But
just understand that like the market can completely change the systems output and results and feedback even if you keep
everything the same over enough time. Because overexposure happens at the market level, right? That's everyone
sees this. Everyone sees these ads online and the market gets influenced by it and so the system starts performing a
little worse. You really have to just constantly understand the environment and understand the market so you can
work with it or around it. Right? Feedback extended. So we know what feedback is now, but let's actually dive
into what this feedback looks like in a business context. Metrics. So for systems that have to do
with client acquisition, client success, and all that good stuff, metrics are the main source of feedback. So it's
important that we understand the most important metrics to track in order to scale and test effectively to centralize
tracking and guarantee that we know exactly what's going on. We'll track plenty of metrics through Google Sheets
and have them automatically imported into a CEO dashboard. This will be set up eventually in future modules, but
here's a list of metrics that I believe you should know when building an agency. And yes, I came up with all of these off
the top of my head. P R P U R P R R A R R S U R S C R DQR NR R C R NSR C O R OR CP POM O ROAZ ROI MR LGTP to CAC LG This
is such a tongue twitch. This is such a tongue twister. LTGP, CAC, LTV, CPM, CTRL, CTR link, CPL, CTL, CBBC, CPP,
CPS. [laughter] That is really really hard to say five times fast. But these are just some metrics that I recommend
just like reading through and uh keeping in mind. Now over the course of your you know your whole journey of building an
agency you'll pretty much know all of these by the end. Um which is pretty incredible. But
basically we use a CEO dashboard to track um basically the health of our business. This is like the ultimate
source of feedback. Right? If we took our business on a huge macro system level and we took you know
people in niche results like the the most basic like our business like the most basic macro of our system that's
our like entire business. We would measure the feedback typically with a CEO dashboard to gauge the health of our
business. Now, this spreadsheet right here will be your CEO dashboard. So, go to file and make a copy so that we can
use this in the future. As of right now, we won't use it because it's quite complicated as to what we have set up
right now in the program. But in this spreadsheet, the first output like the first column right here will be like
what your goals are. Now, by no means will you hit all of these goals. You probably won't. And because some of this
stuff is pretty hard to achieve, especially like a 10 to1 LTGP to CAC, um especially with this agency model, um
you know, 12 new clients a month. A lot of these will be achievable though, and you'll find that out. But this will be
the central hub to all your most important metrics. So, for example, you would bookmark this as the CEO dashboard
and you'd always be on here kind of analyzing things and just getting a macro view of all the feedback in all
the systems of your business. So, let's go through like all of these metrics here so you can understand them because
a lot of these I'm sure look pretty foreign to you. So, LTGP to CAC is essentially the most important metric.
Like that is why it gets the target emoji. Um, when you want to grow an agency, you have to make sure that the
lifetime gross profit from a client is more than the cost it takes to actually acquire the customer.
So, what this means like if it's 10 to one, your LTGP to CAC is 10 to1, that means, for example, in this example, it
costed you $1,000 to sign the client and you made $10,000 profit from the client. Okay, so that's what that looks and LTGP
to CAC is by far the most important metric. Obviously, profit as well, but it's very important. So
again, this is the ratio between the amount of profit you get from a customer and the cost to acquire that customer.
And you're probably asking like, why does it cost money to acquire customers if we're cold calling and doing cold
SMS? And it's like when you scale an agency, especially past a certain mark, you don't do cold calling. You can you
can have appointment setters, you can have cold SMS and all this stuff, but you typically just scale with paid ads
because it's much much simpler, whether those are YouTube ads, Facebook ads, Google ads, whatever the case may be,
typically Facebook ads, but you dictate basically all of your metrics based off of these two things. Like this is the
most important thing. So, I hope that this makes sense. Now, this is different than the lifetime gross revenue,
um, which is usually considered the LTV. So, we want to make sure that we profit, you
know, at least three to one from signing a client. Like, if we sign a client for $1,000 because that's how much it costs
via ads and we only make three, you know, only make one like 1.5K from them, then our LTGP to CAC would be 1.5 to
one. And that is bad. And that's what happens when you don't have a good product and you don't have retention. So
if you guys are understanding this video and the flow of this video properly, then you'll understand by now that the
churn and burn agencies will typically have a one to one or at least a 2:1 LTGP to CAC because they
sign a client and they leave in one to two months, right? And that's what we don't want.
That's not healthy because then we're constantly having to get more and more customers to fuel our
business. So number two is profit. So profit's really important. It's really simple.
It's just amount the amount amount of profit you make. It's that's pretty much it. Um this goes to a month-to-month. So
the goal here is 30,000 profit in a given month. So January 30, February 30, March 30, April 30, etc.
And if you go through that process for the whole year, you have a good year. Um
360K. So yeah, now cash is just the amount of cash collected in a given month. Now again,
most of these turnurn agencies will completely scale based off of cash collected. So,
if you ask someone that says they're at 100K a month, ask them and see how much money that is
cash collected or CC cash collected. And if you know 50K of it is just from new cash
collected and paying FOS, then they are not at 100K a month. Not in the slightest. Because if you
sign a painful, which is a PIFF, PI if it's 3 months of service and for like 4K or something, then you didn't add 4K in
monthly recurring revenue to your income. You added 4K divided by three to your monthly recurring income. And
people just forget that. So ad spend is essentially how much you spend on ads in a given month. Super simple. The goal is
to spend around 9K a month on ads. That's healthy for an agency. That's around how much I was spending. I was
spending roughly 200 to 250 a day. Um, and that adds up to around like, you know, 7 8K or something. So, that's a
healthy amount. The CAC or the CAC is the customer acquisition cost. And now, we covered this and it's completely
determined by a bunch of metrics. It is a very important metric in any business. If you're with a business owner and he
thinks he knows what he's talking about, yet he doesn't know how much it costs to acquire a customer, chances are he does
not he's not really like as serious as he might seem. A lot of people can grow really well in organic and you know a
lot of different models like home improvement um which is great, but if you want to get to the you know
multi-million dollars a year, you need to know this stuff. You have to. Alexi preaches knowing this a lot. So
for example, like if we want to know our CAC um and we are running Facebook ads, then
our cost per booked call is about 100. Let's say it's about $100. And we know this because Facebook tells us based on
our ad spend and our show rate, like let's say it's 60%. So that means our cost per show is 166 because you divide
these. So, it cost us $166 for a shown appointment. And on average, it's about
six appointments per close, you know, given our close rates and conversion rates. Meaning that to acquire to
actually acquire a new customer, it's about a,000 bucks, right? This is how much it costs. What's great is that if
we spam appointment setters and spam cold SMS and cold calling and cold DMs and Facebook groups and emails and all
these things, then we can get, you know, pretty much pretty much a super high LTGP to CAC ratio because
like it didn't cost us anything to actually get those customers, right? You know, if you're doing cold SMS and you
pay your appointment setters 250 per close and the LTV is worth like, you know, $4,000,
then that means right there, um, your LTGP to CAC is technically 16 to1,
right? Even though it's on a lower scale, right? And that's why a lot of these
agencies, these newcomers are succeeding so much is because they're spamming those free and paid those free methods
and combining them with paid ads and pretty much just getting piffs and making, you know, 50k in a month and now
they're a 50k a month agency. But, you know, in actuality they're not because it's pretty much turn and burn and piffs
only. So, LTGP, once again, we covered this slightly, is the lifetime gross profit. This is how much money you
profit from each customer on average over their lif lifetime with you. So lifetime gross profit, right? If your
average retention, so how long someone stays with you is 6 months and you're charging, you know, an average of $1,000
a month retainer. Then your LTV, so your lifetime value is roughly 6K. That's your LTV. So your
lifetime value which is basically your revenue from a given client. So six time you know because six times um a th000 6
months for a th000 a month is 6k. Now once you factor in your expenses and subtract those from your LTV that is
your LTGP which is what we need to focus on in order to scale properly. Your average
monthly retainer is essentially just the average monthly retainer you get from each client. you know, it's typical to
sign clients on PIFFs, you know, pay in full where, you know, they pay for three to six months at once, uh, for, you
know, a discounted rate or even, you know, some pay on results type of, um, offer. But like regardless of the
payment model, if you properly use the billing and tracking sheets that I will give you um, in later modules,
then you will know the average amount of money you get paid from each client on a given month-to-month basis,
right? it will tell you that and that is how you get the average monthly retainer which is also right there. Now the net
profit percentage is the percentage of profits from revenue left over after all expenses are paid. I know this sounds
really confusing but if you make like let's say you make 20k in a month and then you spend $11,500
on some stupid your net profit would be 42.5%. That's your net profit. This is
different than your gross profit and the percentage of revenue that remains after only deducting the cost of the goods
being sold. So when people say they're like insanely profitable, they say they have high
growth gross profit, which the agency model has very very good gross profit. So because you don't when you when you
calculate gross profit percentage, you don't account tax, interest, and operating expenses. So, like if you make
20k in a month and you only spend money on go high level for like 297, your gross profit is 98.5%.
Right? But what we want to focus on is your net profit because spending all of your money like a dumbass
will not guarantee that you succeed long term. So yeah, net cash growth is pretty much
how much readily a cash you have available on a given month. It's always good to have at least, you know, 20K
ready to be spent and um save. That's what most business people recommend. Now,
um it depends. I recommend like anywhere between 10 and 20 just to have on hand. Um
it's a good rule of thumb to have three months of expenses. So, let's say you're spending 9K a month
on ads and, you know, 1K a month on software. It's probably good to have around 30,000 saved up as a run rate.
You know, you have three months of run run rate ready. That's usually a good rule of thumb. Um, but you know, 10 to
30 around there is good. And then after that, it's I'm not saying spend any of it, but use it to learn more or use it
to invest. Um, and yeah, you'll be way more successful. So, the net crash growth percentage. So this is pretty
much the percentage increase in your cash balance compared to the beginning of the month. So like if you start the
month with 40k in cash and you end with 60k your net cash growth percent your net cash growth dollar amount is you
know 20k. So that's what you would track here and but your actual like growth
percentage is 50%. Because you go from you know 40k to 60k which is 50%. increase. So LTV once again is the
lifetime value of a customer. So this is calculated by taking the average monthly retainer and multiplying it by the
retention length. So if your retention is 6.6 months, your average retainer is, you know, 1250, then your LTV would be
8250. And this metric is really important because like every time you sign a
client on average, this is how much revenue you can expect to earn from them. So just just signing a client just
you know booking 20 meetings closing one of them if you know your LTV you can be like you
could you could technically say on the sales call that you closed like 10k you know my LTV for my roofing agency is
pretty damn high and that's why in a recent YouTube video on my own runs business channel I said I just closed a
$10,150 SMA client and the reason why I know that is because he's paid me that much which it's more now but
That's the power of LTV. Now, churn percentage. So, this is super important to know and a lot of people don't even
know what this is. This is the percentage of clients that leave you in a given month. So, this sounds kind of
complicated, but like let's say you have 20 active clients and then five leave you in
um let's say February. February, then your churn for that month is 25%.
because you lost 25% of your customers in one month. Sounds scary, but you need to get the lowest churn rate possible.
The lower your churn rate, your churn percentage is like the better the um the more money you make because like
the LTV for each customer increases. Like typically your churn is measured like more on a monthly basis. So,
and then it's averaged out over the course of like a few months. So like for example so let's say in January
um before January started you had 20 clients and then in at the by the end of January you had 10 clients that means
your churn for January was 50%. So you would put 50%. And then essentially in February let's say you started the month
with 10 clients and you only lost one that means your return is 10%. And you basically just average average this out
for a long enough time and you could start to see your average turn
which would be like 1 2 3 4 5 6 7. So you would basically just simply average this out right? So 110 divided by five
7. So your churn is 15%. Right? So that is how churn works.
Now remember that like if your churn's lower that means less people leave you that
means more people will pay you more money and your LTV will increase. So the goal churn for an agency is 10%. Now
it's completely possible to scale effectively with a churn of 25 30% but if it's above like 45 then that's how
you know you have some things to work on in your product. It's usually a good rule of thumb to have a higher referral
rate than churn rate, right? And agencies have a hard time doing this, but usually in like course
creators and other mentorships and things, it's completely the other way around.
And that's just because of the time of how things are right now, especially in 2025. But like for example, let's say
your churn rate is 10% but your referral rate is 15%. And so like on a given month there's a
15% chance that you'll get a referral and then there's a 10% chance that a client will leave you. Then that means
if you stop working and stop actively growing and doing paid ads, you're like you will keep growing as a business
because less clients are leaving you and more coming to you naturally. So a good rule of thumb is is if your turn rate is
higher than your referral rate then you need to spend more time working on your product.
So the client rorowes or the revenue is the metric um of your client's return on ad spend. So this is pretty hard to
track, but we will show you how to do it in future modules um especially automated as well. But there are ways to
track exactly how much money your clients make off of your ad spend. So the closing process is so much easier.
If you could tell someone and show them the actual data that like on average each client of yours makes 20 times what
they spend on you for ads, then you're going to have an easy time closing. So for example, if you're like
if on average every client you sign generates $20 for every dollar they spent on ads, then there would be a 20x
roz. if they spend 1,500 on, you know, on if they spend $1,500 in the month of January and they have a 20x rorowaz or
that's your average client rorowaz, then they can expect to get 30k that month, right? Not too bad.
So then you can charge like 2 or 3k, right? Or 2,800. So 15, number of new clients. This is
simply just how many new clients you get in a given month. um sales close rate. Basically, once you take 30 calls, you
can divide the amount of closed clients by the number of total sales calls you've taken, and that's how you get
your close rate. It has to be 30. Let me bold that. If it's 25, it's irrational. If it's 35, then it's fine. If it's 29,
it's even irrational. So, show rate percentage, this is how many people show up to a booking. So once again, similar
to the close rate, this metric is only valid once you've booked 30 meetings. And it's pretty dependent on the niche,
too. Like I know in some industries it's typical to have like a 65% show rate, but for
example, in home improvement, it tends to be a little bit lower because of people out on jobs. So whether that's
like 45 to 50%. And so example like if you book 45 meetings, 25 of them show up, then your
show rate is 62.5%. CPS is your cost per show. So this is essentially how much it cost you to get
someone to show up. This is calculated by your cost per booked call divided by your actual show rate. So like we said
in the example earlier when we were calculating our you know LTV and actually our LTGP
um the cost per book call was 100 show rate was 62.5 and so the cost per show is around 160 right
CPA or cost per booked call is essentially the um cost per booked call right pretty
simple so if you do manual outreach um it's typically zero dollars But if you do paid ads, which you will, um, this
will be a very important metric. So this is the appointments per close. So on average, how many shown appointments it
takes for you to close someone. This is calculated based off your close rate. And remember, we can automate every
single one of these metrics for you, right? This will take time to build out all these systems to build out this
agency in such such a way where it's automated so fully. But once you do this, you could scale. so high
and it's going to be amazing. So now that we've gone through a bunch of basic knowledge, some disciplines like systems
thinking, testing, the scientific method, all of these metrics, feedback that was just a part of systems thinking
because we were going through feedback and this is what typical feedback looks like. Let's go through my paradigm. We
went through the intro to paradigm, but this is my paradigm. Like like we mentioned earlier though, like how we
see things is literally everything. I see client acquisition, client success, building an successful agency overall
through a ton of different lenses. Remember, these are what disciplines are. Fundamentals are theories, concept,
or ideas that come from each discipline. SMA is not a discipline and it's not a fundamental but it's an amalgamation of
a bunch of different disciplines. This is how you need to view it. If you view building an agency through scientific
thinking, systems, evolutionary biology, psychology, network science, like all of these different disciplines,
you will not fail and even s you will like build a super successful agency with ease.
It's just a matter of utilizing this stuff. And in this video, we cover these two. And in the next video, we'll cover
these two as well, as well as this. And then maybe network science as well. U maybe a little bit of cognition in there
as well, tied in with the psychology stuff there. Maybe a little bit of genetic stuff tied in with the
evolutionary biology. Maybe a little bit economics too, but it's pretty straightforward. So like
if you view client acquisition, if you view CS or client success with all this, you know, with these lenses,
it is impossible to fail. It is actually impossible to fail. And this is the reason why I can
guarantee I'll always succeed is because I understand these concepts and disciplines. So once again, if you need
a reminder on how to learn these disciplines, um I have a section about that as well as how to study them. Um
but that that will pay you so much in the future. So let's um go to scale. Now scale in business is simply an increase
in size. Now this might blow your mind but people misunderstand the concept of sale in its entirety. Like people think
that they need to scale but in actuality they just need to find a delivery system that works.
Like if you've only served like four clients or like three clients with like okay results, no you you do not need to
scale. Trust me, you need to add more value to your product and deliver it better or just like you know find a
proof of concept and there is a general flow to you know and sequence to scaling
and this is how the process works. So in order to scale which is to increase the volume and you could scale on like a
you know micro level you know you can increase like what I was talking about earlier in this video today like scale
you know your your volume and outreach like that's different that means just increase it right but if we want to
scale the agency there is a general flow and sequence to this and this is how it works we have to
first have a way to deliver a valuable product to at least 20 clients Now, some programs and mentorships say
30. I say 20 because the most important thing is the LTGP TAC. Um, you need to have a real system for consistent client
acquisition. You need to increase the volume and then put infrastructure in place to accommodate the scale. This is
it. This is how you scale. So, just to preface like if you have not provided value product like a valuable product to
at least 20 clients, you cannot scale. You just can't you can in the short term and because
you'll see these you know turn and bury agencies scale to like 75k a month like you know in 30 days and it's like you
can scale in the short term but if you haven't found a way to deliver a valuable product to at least 20 clients,
you're going to get chargebacks, you're going to get refund requests, you're going to get disputes like everywhere
once people realize that like oh this product is not that valuable and then also things will just start to
break. So, and I'll explain that more, but to get to 20 clients, we just got to find a proof of concept. Like that is
the goal first of all. The goal is to find a proof of concept, which is this, which takes time. But the reason why we
need to find a proof of concept and get 20 clients is because of micro and macro. The reason why we need 20 clients
is because what holds true for the m what holds true for the micro also holds true for the macro. So like what I mean
is that if you can sign 20 clients with the same KPIs for success, appointments, shows, sales, etc. according to the laws
of scale, you can sign a thousand because all that increases is the size and infrastructure.
And the reason why this holds true is because like everyone in your niche has an affinity to one another. Similar
common interests, similar goals, similar understandings, similar businesses in general. So this is why your focus has
to be finding proof of concept. And then you are truly able to scale in this program right now. For me, I'm
still finding a proof of concept. I'm increasing the value of my product and getting people in here and iterating
through the scientific method constantly just making it better and better and better, looking for that proof of
concept before I even consider scaling. That's why it bothers me when people reach out and they're like, "Yo, I'll
scale your business." It's like, I don't even have a proof of concept yet.
And before we cover actually how to find that proof of concept, let's um go over some fundamental ideas that I think you
should keep in mind. Operational complexity. So
this is a really cool idea and when looking to scale, we need to make sure our business is super super
simple. The more complex our business is, the harder it will be to scale.
You know, there's a reason why no one really becomes rich and successful off of like five different things. Usually,
it's just one thing done well. And if it is, you know, four to five things, it's usually after one thing has already
been, you know, doing well. So, this is why we have to make sure our operational complexity in the business is as low as
humanly possible just so we can scale efficiently. This is why like you have to stick with one niche. Like this is
the fundamental reason behind sticking with one niche. And the reason why is because
operational complexity compounds and if the you know if our like quote unquote operational complexity score is
lower the more scalable our business is. So for example, if like you have one offer, one niche, one sales script, one
email account, one CRM account, one set of SOPs, one client ad tracker, one B2B ad tracker, one agreement, one payment
plan, one pricing strategy, one pre-all via cell, one follow-up process, one training boot camp, etc. This is 1* 1*
1* 1* 1* 1* 1* 1* 1* 1* 1* 1* 1, which equals one. So it's 14 aspects, but an operational complexity score of one. If
you're in two niches, you have to have two of almost every single one of these. And your score
becomes 16,384. I didn't do this, but imagine if you had two offers,
two niches, two sales scripts, five email accounts, four CRM accounts, three sets of SOPs, four pre-all VSSLs, three
like three payment plans, five training boot camps. Like this number would be like 5 million. Like you
are not going to scale if this, you know, if it's that complex. I'm sorry. So, now that you understand
that in order to scale, you need, you know, a pretty low operational complexity. You need things to be simple
and streamlined, let's go over operational pressure. So, another reason why you can't really
scale unless you have that micro, that 20 clients is because of operational pressure. Like, as you increase the size
of your business, all of your issues and problems will be amplified by at least the multiplier of two.
Okay. So like for example, if you have a problem, let's say like with media buying or client communication and you
scale the business by three times, that problem will increase by six times. And a real world example of this is that
like a slight increase in ocean temperature doesn't seem like very alarming, but over time it causes
complete coral death, construction, complete ecosystem collapse. Like this is how pressure works.
And you can also think of it like a windshield, right? If you have a slight
crack in the windshield and you have a problem, right? And then you start driving in extreme conditions, you know,
you know, simulating scale, then that windshield crack is going to get really, really big and eventually break, right?
These are real world. These are real world examples. And so in business, you just need to make sure that things are
simple and that you've had served 20 clients before looking to effectively scale. Okay,
proof of concept 20. So what I call getting proof of concept is to have about 20 clients. Now during the first 6
to 12 months of being in this program and being an agency owner, you will most likely be in the range from 0 to 20
paying clients. So, I want to make sure we focus a lot of our energy, especially in this program, teaching you how to
build that proof of concept. You know, going from 0 to 20 is much easier than people put it out to be. It just takes
time and consistency. Like, in the early stages, when you're looking to build a proof of concept, all
you have to do is focus on three aspects: client acquisition, product, and time. Client acquisition should
never really be your problem. Like especially as a member of this program, especially with just like this video
alone, just your understanding of iteration, systems thinking, scientific the scientific method,
you know, com like coupled with my proper client acquisition systems and appointment booking systems and sales
training like you should never struggle to get clients. Appoint booking is mastered, you know, typically through
paid ads, but all methods are great. Um, but if we want serious predictable client acquisition as soon as we have
enough cash where we're comfortable losing, you know, $50 to $100 a day in ads, this is when we want to run paid
ads. But for now, we need to simply just find a winning system or two, get them in KPI through scientific testing and
iteration, which we covered, and then just scale that right on a micro level. And sales is a skill we'll work on
pretty much forever, like literally the rest of our lives. So, I don't believe mastering sales is ever really possible
as it is a lifelong skill, but we will cover sales in its entirety in the sales module, right? We will have a really,
really good program built off of the best minds just for sales. Now, the second thing is your product. So, your
product is like literally your business, right? It is the most important part of your business, like obviously. And
because you're in this program, I prefer you to call it your product instead of quote unquote service delivery. Um, the
reason why people in this space call it service delivery is because it seems almost secondary,
right? The delivery of service. It's like no It's like most colors and mo most core sellers and gurus like sell
that all you need to do is get appointments and get clients and close them and your problems will be solved.
But in actuality, I thought this too at least and then I joined a mentorship all a sudden I had
10 new clients that after you know going through some mindset shifts after going through some mindset shifts and
increasing my volume of you know outbound but then I was like oh wait those 10 new clients didn't make that
much money for my services and then I had a dispute a refund request. I had like two disputes. It's like thankfully
it's easier to solve these problems with some cash which was nice. Um and we will cover these uh problems in future
modules of you know your actual building your product. The third thing is time. People don't account for time like
take it seriously like the typical client turnaround is 3 to six months. Like what I mean by that is that it
takes three to six months to gauge how successful your product is to a client. Like you have to be patient.
I mean thankfully like hitting 10K a month takes like literally 5 to 10 clients which is a joke which is barely
half of what we need to do to find like even just a proof of concept before we even consider scaling. So I hope now you
can kind of gauge how easy 10k a month should be to hit. All it is is iteration using the scientific method and building
some systems increasing the scale of outbound and that's it. Just getting better at sales. It's like the beginning
stage before the beginning stage, right? And in summary, like we need to make sure that we allow enough time so we can
find a proper proof of concept before we seriously scale. So have at least 10 to 20 clients have gone
through the full 3 to six months process to make sure that they could have a proper turnaround and get the results
that you promised that they'd get at least. And those three aspects are what build
you that proof of concept. And now we can talk about actually scaling. So diving into scaling we are going to
start with scaling conditions. Now, scaling is very conditional, right? We've gone through a lot of, you know,
great information in this video up to this point. Um, but I do recommend watching the scaling portion just to
help you understand even if you know that you're not really here yet and you just kind of need to focus on building a
proof of concept, which is most likely the case. But scaling is completely conditional,
right? So, like whether or not you're ready to scale is based on a few certain conditions. First of all, have you
serviced at least 20 clients with a 85% success rate? If the answer is no, you're not going to scale. Second of
all, does your offer resonate with the market? If it doesn't, you're not going to scale. Third, do you have a
predictable appointment booking system? If the answer is no, then you cannot scale. Uh fourth, do you have a
predictable sales process that converts strangers into paying clients? If you don't have this, you cannot scale.
Finally, do you have a 3:1 LTGP to CAC ratio? Basically, do you make 3:1 u money of lifetime gross profit, gross
profit of your customer acquisition cost essentially, which we covered earlier. You should understand this by now. Um,
if you can check off all five of these boxes, it's time to scale. Okay? And I mean not just scaling, I mean like
scaling, right? And the most, you know, important conditions
out of all these are probably the last one. Um, I think that this is by far the most important one as well as the first
one. So, these are the two most important conditions. Um, you can get away with scaling in
some aspect without some of the well, I guess not without them, but without a bigger like a bigger emphasis on them.
The first and the last one are by far the most important though. So let's understand some scaling steps now. So
how do we actually scale? Right? And remember you can't scale unless you have these conditions. So if you have these
conditions in check then you can scale. And now we can actually understand how to scale. So you might be like very very
surprised but it's extremely simple to scale. Like it is literally just a matter of conditions and that's usually
the most challenging part is to get to these conditions and you know if they aren't met these conditions and you try
to scale things will begin to break. Remember operational complexity and pressure. So here's the four-step
process to scale. First of all hit ideal conditions. Hit these conditions. Increase the volume of inputs through
the system. build more infrastructure to handle all of the more inputs optimization and management and that's
it. Like that is literally the road map to building in 100k a month consistently agency. Like that's it. It's it's it's
crazy. But let's run through a little bit more detail. So again, these are the conditions. We already covered these.
The second step is the increase in inputs. Now to scale
you just increase the inputs. If you are running ads you increase the ad spend. If you in are doing outbound you just
increase the outbound volume. Um if you're doing organic with posting you just increase the posting. And
where a lot of people go wrong is that they have a trouble with scaling. They reach they either don't reach the
conditions and they try to scale. So they fail due to operational complexity and pressure or they actually get to
this point but then their you know their outbound isn't really as scalable because it's manually manually done. And
so the ideal scenario is to get to, you know, five to 10 clients pretty much naturally on, you know, more of a payin
results type basis and, you know, developing your product along the way constantly through the scientific
method. And then eventually when you have like, you know, 10 to 20 and you're comfortable losing like $50 to $100 a
day in ads, start to run ads. Get 20 clients and let them run through the process of like, you know, two to four
or three to six months. And then once you have that, you could probably check off all of these. And then from there,
literally take your ad spend and quadruple it. [laughter] That's it. It sounds way too easy, but
like the hard part was just finding these conditions. Okay. But now that that's done, all we
have to do is hire more setters, increase the ad spend, post more and yeah, etc. Like like the reason why you
need to know like to build infrastructure like let me guess. Ask yourself could you handle 50 extra
clients right now? Chances are it's a no. And the reason why is because we don't have infrastructure built for
that. And so that's why step three is building infrastructure. Now we'll go through this process and
actually build this and the more fulfillment side of things. But now that we understand that scale is you know
pretty much based off of pressure and that systems will break to prevent operational pressure we need to build
infrastructure as we go. So like ideally the fastest way to scale is to increase the volume of inputs so much that the
system starts to break. So like if you're looking to scale and you have your system right um looks probably
looks looks something like this to be honest and you get more roofers in you know increase your ad spend you increase
the inputs a ton you'll find that something in the process will break. Yeah, we'll we'll understand throughput
soon so you can see like actually see where those things break and find where to build that infrastructure but things
will break in the system and that is what you need to like build more infrastructure and optimize and improve
so then you can get more of the output right that's all it is is just an increase in inputs
so you know some of the infrastructure that we will be building is like automatic
tracking systems proper media buying procedures, hiring everything out, you know, actual hiring infrastructure, so
like managing teams and all that good stuff. And that takes us to step four, which is optimization and management.
So, as you scale, you'll find that most of your personal shortcomings and shortcomings in general with building an
agency and scaling it will be pretty much in your ability to manage people. um
building and managing successful teams becomes your main focus whether that's CSMS whether that's media buyers whether
that's ISAs like that will be your main focus um once you get to this point and so you have to have proper systems in
place and think of your business like a pipeline and we will cover this towards the end of the video today um but you
want to find bottlenecks and a lack of throughput so you can optimize your systems to increase the cash flow So
that is what optimization and management looks like and we will cover that in this video. Um it's a really great thing
to understand and think like um just to kind of show you how to think again. But let's go through leverage and
asymmetries. So leverage when I was starting out with entrepreneurship I didn't really even
know what leverage meant. I would hear it all the time in reals and YouTube videos but I never knew what it meant.
And in this section, I want to cover leverage and asymmetries just so you can understand why people succeed so much
faster than others. You know, aside from like, you know, ideas and of focus and whatnot. So
people progress so much more than other people by doing less. Let me explain. Leverage derives from the words lever
age. So lever comes from like an old French lever meaning just to lift or to raise which traces back to Latin. Um
thanks to Chad GBT for that and age is a suffix that basically means action. So lever and action. So in its fundamental
definition it basically means using a small force or a lever to achieve a greater effect
or advantage or outcome. So that's what leverage is. So now that you understand leverage, we need to understand where we
should place our energies and time and focus to hit our goals. And this is where asymmetries come into play. So
when thinking about leverage, like think about a lever, right? If you had a lever,
I don't know why, but I'm picturing like a Minecraft lever. If you have a lever in front of you and you flip it and all
of your dreams come true, then you have a ton of leverage because like all it takes to get all of that result is just
to flip a lever. It's easy. You know, if you flip a lever and it doesn't do anything, you have no leverage. So, this
is what I mean when people are cold calling and it's like cold calling is not bad in the beginning because you
learn skills and a lot of there's a lot of beneficial things you can get from that. But if you continuously cold call
for months on end, like I mean you're spending all of your focus, which is your energy and time, you know,
constantly pulling the lever to try to get more appointments, but that action of pulling the lever is not getting you
very much because you're pretty much held back by what you can achieve by yourself.
And that's why delegation is so important when scaling. Like that's kind of the key to dele the the key to
scaling in business is just delegation. Because if you have 10 people cold calling for you, you have a lot of
leverage. You don't do a whole lot and you get a lot in return. So I hope that makes sense. Now let's understand
asymmetries. So asymmetries are things in your business in which you can work on to
achieve the intended output of the system whereby the focus energy and time required for the input is
disproportionately low. Basically, asymmetries are places where you don't have to focus very much and put much
effort in, but you get a lot of results. Essentially, anti-ymmetries are the other way around.
So, things that you spend a lot of energy and time to get the the attended output, but like
the focus required to get that is like disproportionately high. So here's like a visual representation I drew in Mero
for this. Basically, if you have asymmetric leverage, you put in not a ton of input, you know,
you can this is much lighter because it's so much longer here. And because you you focus on the right things so
that to get the actual intended output or the result, it's much less effort. Right? In this example, the rock is the
intended output, you know, which is actually cash flow and growth in our agency. And pushing down that lever
represents the input or the effort required and sacrificed, which is what we do on a day-to-day basis in order to
get that rock up, right? And the fulcrum is where we focus. So, it's how we spend our energy and time on a day-to-day
basis. And this example like it appears that pushing down to lever pushing down the lever using our leverage to raise
the rock is you know pretty easy just due to the length of the lever from the placement of the actual focus in fulcrum
and this is completely based on where we spend our energy and time. So for example, let's say you post one YouTube
video. This is the input. The focus is the YouTube video. The goal and the intended output is to get appointments.
And just posting one gets you 30 appointments over its lifetime. That is a high asymmetric leverage activity.
Another example, hiring one appointment setters that books 20 appointments a month. Learning the skill of paid ads to
forever solve appointment booking. Automatically sending 300 cold SMS to book four appointments. Hiring one CSM
to manage 30 clients. Client success manager. Hiring one media buyer to get successful ad results for every client
you have. Learning and developing a proper hiring and team management system to properly delegate. Like these are
high asymmetric leverage activities because you're only doing like one thing or just learning one thing and
developing one thing to get a ton out of the intended output. Right? So that is the power of asymmetric leverage. So, if
you're ever wondering why people succeed faster than other people, it's because they spend their focus, which is their
energy and time, on things that have more leverage, right? It's like the thing, it's like the reason why if you
take a guy that's focusing only on cold calling and you take a guy that's only focusing on hiring cold callers, like
the guy that's hiring them is going to make way more money. you know, I guess that's a pretty, you know, specific type
example, but yeah, it's just it's just really about where you spend your energy and time.
And this works vice versa with anti-asymmetric leverage. And again, pushing down the lever to raise the
rock, this situation is very, very difficult just because of the placement of the fulcrum or otherwise known as how
we spend our energy and time. So an example of this is like spending four hours cold calling to get two
appointments. Tons of input, bad focus, barely get an barely get the intended
output. Another input, living a crazy lifestyle, bad focus for the quote unquote mindset shift in order to scale.
Mindset shifts can come from, you know, seeing what's out there, but more often than not, it's not required in order to
scale. Another input building a building a website. I could actually change this into spending two days.
Another example, spending two days building a website to grow the business. Switching and messing around with
different software to make work more quote unquote efficient and aesthetic. Rebranding with a new logo to improve
the company image. Like these are things that take a lot of input and won't get you
Like complete anti-asymmetric leverage activities and they will waste your time. They'll waste your potential. And
so like if you ever question what you should be focusing on on a given day, you just need to have an ultimate goal,
right? And the intended output or the result. Like this is why I don't set outcomebased goals.
Um because usually you want to focus on like your actual input and where you spend your focus and like where you
spend your energy and time. But for scaling like when you're considering scaling your you know you have the
conditions set. It's a good thought to just like have a number in mind because scaling to 50k a month is a little bit
different than scaling to 200k a month. So and also anytime you don't really know
what to focus on just ask yourself one question. Does this take me closer to my goal? And you can pretty much use your
knowledge on asymmetries to make sure that the things you're doing make sense or not. But like if you're spending four
hours a day cold calling to get two appointments, like this does this might take you closer to
your goal, but not compared to like hiring one appointment set that books 20 appointments a month. You know what I
mean? And this is what differentiates people that become super successful and people that just kind of get by. And
it's really just how they use their leverage, right? Because everyone has the same 24 hours in a day. It's just
about how you spend that focus in order to get your intended output or result. All right, throughput and bottleneck. So
throughout this whole video, we've pretty much gone over a lot of the fundamental ideas that we need as well
as copycats, turn and burn, you know, how to learn fundamentals, paradigm intro, everything on scientific
thinking, which is really, really beneficial as well as how to actually do that, resources to help you do that. And
then systems thinking, how systems work, how subsystems work, um feedback, the metrics you need to track, the CEO
dashboard that you'll use for growth, how to scale, micro macro, getting proof of concept,
conditions of scale, asymmetrics and anti-ymmetric leverage, and now let's go over throughput and bottleneck. So when
looking to properly scale, we want to think of our business like a pipeline. Now, I've created this multiple times
when looking to scale even just any type of business that I've, you know, been in been a part of. So, for example, this is
my um roofing agency with paid ads. Um that is this pipeline right here. I have other pipelines for like even like my
old window cleaning business, for the gym agency I had, for cold calling, for pipelines for this program actually.
like basically it really really helps to um visualize your business as a pipeline. Now what
I'm going to actually do right here is link the miro for this. So when you guys check this resource there should be a
mirror link so you can view this. Um but throughput is basically how value flows through each stage of your business.
So if I were to zoom in a little bit and visualize this, this the barrel can be considered as the
essentially like the market or whatever. But basically the value is the water. So people go from paid ads into a growth
call, book a demo call, show, set frame, go through the sales process, close, success call, onboarding form, docu
sign, adding to Slack, the thread, um um a success call, like an onboarding call, launch call, actually the launching
them, um having get their leads called for them, inspections, closed jobs, communication, time, results, success
and review, and then money, right? So when you think about it like this, this is what throughput looks like, right? So
if we were to look at this in a different perspective, this let's check out throughput through like the first
few pipes, right? Just to help you understand. So throughput like we know now is the flow
of value from system to system. Okay? So from system to system to system. Typically each pipe is some sort of
system, you know, like a show system, reminder system, growth call system. like each one of them is typically some
sort of system or some form of subsystem and the water here is considered the value. Now think of each pipe as a
system inevitably leave like yielding a small result right like throughout this entire process the water will slowly
filter out and fall out of cracks etc and leave you with like an end yield or result right which is the purple bar
here and on a macro level there's a few major systems we need to properly scale an agency and these are those systems we
need an appointment booking system a sales sales system, a service system, and then that's how we make money,
right? And now just keep in mind that like this is an extremely macro point of view. This is like looking down from
space. Like you're in a rocket and you're looking at Earth. Like this is how far up this view is. And the first,
you know, system we need to succeed is an appointment booking system. That's why we typically build that first. The
second system we need is a sales system that converts. And then the third system is a value delivery system. So we can
provide a proper service and yield is what we actually get. Keep in mind that when we get money after the sales
process, we don't have that money yet. That is I mean we have it in the bank or whatever, but don't consider it your
money until they've gotten the results that you said they were going to get. This change in view can really really
help and especially you to be a little bit more patient as well. But let's look at some other systems. So for example,
an appointment booking system. We take attention, interest, booking appointments and shown sales calls. A
sales system, frame and qualification, pitching, handling objections, and then closing. A service or a value delivery
system, onboarding, expectations, lead generation, appointment booking, support and communication, and then results.
Right? These are some other systems that we can look at in the you know the view of throughput.
Now, this even exists for like very micro systems such as no show pres such as no
show prevention, follow-ups, the onboarding process, the launch call process, client communication. Like, you
could basically make this for everything. You know what I mean? Because this is essentially the same
kind of idea as a system. So like again here is my entire roofing agency just so you can understand it. And I want you to
start to vis visualize your business as a pipeline. And when you do this this giant barrel is the market and the
clients are what's flowing through the pipeline. And this is how a business works and how we can actually provide
value. Right? It's pretty apparent in the examples above that like the yield becomes smaller and smaller as it goes,
right? And the reason why that happens is because of bottlenecks. So when we scale continuously, we will optimize our
business like it's a pipeline fixing pipes and fixing leaks so we can get more yield at the end. That's how I want
you to think about it. Like so for example, bottlenecks. Bottlenecks are specific points in the pipeline whereby
the throughput is slowed down and eventually yielding less in return. So to help you understand this, check out
this visual visualization. So if we have the start of the actual whole entire business and pipeline,
let's say we have good, you know, paid ads, you know, we have reminders, we have growth calls coming in, we book
demo calls booked, we have reminders going out, but like try to guess where our bottleneck is here. All a sudden we
go from having all of this throughput to very little, right? We have this entire pipes full and then all a sudden it's
very like it's not there is not as much flowing through, right? So try to guess like what our bottleneck is here. And
obviously our bottleneck is our show rate. And this is why visualizing as a pipe is so valuable is because if you
have a blockage right here in the pipe and you go all the way down, by the time you get to the end, there's going to be
like nothing. There's going to be no money, no yield, no results, no anything. So your job as an entrepreneur
and you know to handle the scale and build infrastructure and optimize for growth is to constantly fix these pipes
where it matters most to allow the throughput of value and clients to go through the system so you can inevitably
make more money. Now in order to find bottlenecks such as this we use metrics right if you
remember earlier like we set favorable KPIs when we set the initial stages of building the hypothesis and the actual
testing and those are the KPIs in which we measure the metrics against to determine whether or not there's a
bottleneck. So, for example, if your show rate is 20%, then you have a bottleneck because when you set the
original test for the show rate reminders and everything and the different methods you do to, you know,
improve it, your goal KPI might be 55 or 65%. Yet, you find out after, you know, 30
meetings or whatever to, you know, because that's the sample size, you find out that like, oh my god, my show's 20%.
Like, that is a very clear bottleneck. And not only is it a bottleneck, it's a bad one, too, because it's so early on
in the process. And that's why we need to focus on the metrics that have the most leverage. Because keep in mind that
like your highle metrics are typically your secondary metrics, right? Like you're not really going to care about
your positive reply rate if your appointment booking rate is in KPI. So, we want to make sure that you focus on
the secondary metric and in all and like overall just the metrics that have the most leverage. If one of your key
metrics in the whole process is out of KPI and it's like glaringly out of KPI, then that's how you know you have a
really bad bottleneck that you need to fix. It's good though because once you realize you have one then you know what
to work on and where to focus and spend your energy and time and uh have more you know asymmetry essentially.
Um but yeah so now that you understand that the pipe is like you know basically a
system and that we have conversion rates kind of for each pipe not for everyone but typically for a lot of them.
Obviously, there are some systems that we can't exactly track like whether or not this, you know, whether or not the
client's like doing what he's supposed to be doing with his time. Um, but once again, just make sure to focus
on the actual metrics with the most leverage. And you should understand that now. And
let's say we were like analyzing, you know, bottlenecks in an appointment booking system, right? We take this down
into more of a micro view of just the appointment booking system. and let's say it uses cold calling. So we would
first want to monitor the secondary metric which is the ABR. And to determine whether or not there's a
bottleneck, we just focus on fixing that. And let's say the ABR is not in in KPI. Then we move down to the primary
metric, fix that, and then see if that metric being fixed influences the ABR to be in KPI. Then that's how you know
we're good, right? But basically continuously work down the you know the pipeline of metrics. So
like let's say you are trying to fix your ABR right and you find out and that's a bottleneck and it's really bad.
So you would basically go back in order of the other ones before then. So you go like your pitch rate. All right I fixed
my pitch rate. What's now? Let's go behind that. The pitch rate before that it's like resonation rate or whatever.
Whatever the order is. It doesn't, you know, it depends, but basically you just keep working downstream
and to the, you know, the secondary metric, the third match, fourth metric. You just keep going until you find the
actual problem. Okay? And then do this for enough systems then before you know it, you'll have pretty solid throughput
all throughout this whole thing. And that's how you know it's really time to start getting some more results.
But keep in mind though that like a conversion rate could be completely in KPI but still have a lack of throughput
if like a previous pipe is bottlenecked. Um but more importantly keep in mind that if
the high leverage metric is in KPI then do not I mean it do not touch it. You cannot touch it. You can't afford to
touch it. Like the only way to guarantee that the successful system and throughput continuously works and keeps
flowing through is to just not do anything to it. Like optimization more often times than not
can lead to just destruction. Like sometimes it can lead to more efficiency, but usually it's just
destruction. Like I have a friend for example that believed his bottleneck was the quality of his meetings. So his like
DQ rate. So he tried to fix the bottleneck of um
appointment booking like he thought his problem wasn't appointment booking. He thought that the way he was attracting
the quality of the meetings was appointment booking and that was the problem and when in actuality like
nothing was going wrong in his appointment booking. So he tried to fix the quality of his meetings by, you
know, changing the outbound scripts and doing all this and that and he managed to lower his appointment booking rate
from 3.5% in cold SMS to lower than 1%. And sure, he got some better quality
meetings, but now he was getting no meetings. And it's like that is how you up.
And so that's why when you have something that's working and you have a successful secondary, you know, metric
like ABR that's three and a half percent that's well in KPI, you do not want to touch a thing. Instead, here's how to
actually fix bottlenecks. So, you know, first of all, we have to build successful systems in the first
place. And this will be easy with this program because I have them for you. But every system we have for you is pretty
much a successful system that will constantly improve over time. Now, the second thing you need to do is
that once you're in KPI, you need to stay in KPI. And once again, the only way to do that
is to not touch it. So, watch it closely kind of like a hawk. Make small changes to combat the cycl cyclicalness, but do
not mess with it. And I mean it, please. You will just regress. The reason why systems break over time
because like even though although we're doing the same thing in the system is because the environment changes, right?
Like I mentioned earlier when we talked about systems. And third of all like systems will break. You know what I
mean? They will break. Like they are inevitably going to break. So how do you fix those bottlenecks and rejuvenate
them? First thing you want to do is search for anomalies. Go through the inputs. Go through the
process and then go through the environment. Right. So essentially
three of these steps resides in you know analyzing the actual system itself. But the first thing is that like before you
even look at the system like look for some anomalies. What I mean by that is like there's there could be some crazy
extraneous circumstances that could be causing what's happening to be happening. Like if your ABR you know is
like 0.4% 4% but then you find out that your calls aren't even going through at all because of ATP verification.
You don't need to worry about the inputs or the process. You need to fix the anomaly.
You know what I mean? Another example is that your setters could be booking much less appointments and you might be
wondering like why why is this happening? But then you find out that they're literally on vacation. You know
what I mean? So the first thing you want to do to fix bottlenecks is to search for anomalies. And the second thing and
the third and fourth as well are all catered towards looking actually into the system itself. Inputs are the next
step to fixing bottlenecks. So if it isn't an anomaly of any kind, then now we can move on to actually analyzing the
system itself. So the second step is to take a look at the inputs. Right? If the system was in KPI before and it's
falling out slowly, see what's changed because I guarantee you something has changed. like with that example of my
friend um right here, he was confused. He's like, "How did my ABR drop so much? It must be some like
like the method isn't working as well and the the market." He was blaming the market, but it's like it wasn't the
market. You just didn't really realize that you changed what you changed, right?
So, the second step is to look at the inputs. If it's not an anomaly, chances
are it might be the inputs. Now, there's always a good chance that the inputs has have changed and you want to
fix this because most likely it is the issue once you've determined that there's no anomalies. So, like for
example, I started doing cold email a super long time ago with the gym niche and I was diagnosing the system because
like my ABR was like 0.3%. Really bad. And then I came to find out that, you know, there was no strange anomalies.
Like there was kind of an anomaly and it was because of my delivery rate. And once I fixed that, then I still had a
bad ABR and I was like, "Okay, maybe it's my inputs." And it was I found out that the leads, the lead sourcer I was
using, the guy that was sourcing my leads was barely even getting gyms. Like it was like studios, right? So that's
the second way of solving a bottleneck. The third is going through the process. So now at this point, we're pretty much
just going through the actual system, right? We're starting with the input. Now we're going to analyze the process.
So we can get the output and we'll know by the feedback, but then the environment will also analyze as well
because that affects it. So the third thing is the process. If there's no anomalies, if there's no
errors with the input, it's most likely the process itself. And just make sure to determine whether
or not you've changed something to break it, right? For example, my friend broke it by changing his script. And the way
you can do this is by breaking it down to a bunch of variables. So, for example, having like an opener, a pitch,
like a CTA. um if you're talking about a script and then just figure out what micro changes
you've made that could have affect affected it to you know essentially break and you want to continuously test
and just make sure to not drift away from what works. Okay, the whole point of the scientific testing thing is to
make sure that you can never really regress. So if it's not any of these three things
right here, then there is most likely 100% chance that it is the environment, you know. over enough time like chances
are if there's no bottlenecks in the systems and the system is working you know really damn well it could you know
it will start like gradually or suddenly start functioning very poorly and it's very very likely that's due to the
change in the actual environment or the market. So the way to combat this is to use your knowledge of the market. Figure
out first of all what might have changed, you know, for the for the market's lack
of performance. And to fix this, just use the scientific method that we covered earlier in this video to iterate
better and, you know, change processes until you find something that's working or just copy someone. You know, it's
different than being a copycat because you're copying a system that you know is working well. Now, don't just copy
everything word for word or whatever. Um, but you can always copy someone or a
system that's working really really well in the current state of the market and then you can use that and iterate from
that, make it your own and make it even better. So, this video has been pretty loaded. I was kind of expecting the
recording to be another hour than it was. Um, but the last thing I have for you guys is to post your wins. To recap,
we went through fundamental flow, understand the basics of fundamentals and strategy, strategy, stimuli and
systems. Went through copycats, decay and renewal about how stimuli becomes, you know, effective and also
non-effective over overexposure. Churn and burn, how most agency owners are currently running their agencies,
how to not be that. Multi-disiplinary thinking, thinking through disciplines, the entrepreneurs toolbox, how we use
discip disciplines and fundamentals like Legos, actually learning the fundamentals by,
you know, buying the books and studying them. Paradigm intro, this the introduction to how to see and then
essentially scientific thinking where we understood how to build the hypothesis, test it,
observe the feedback, iterate and the actual database for doing that. systems the second discipline where we
want to inputs process output feedback environment and then the metrics that we need and then finally my paradigm so
that you guys can see through how I see things basically just to help you understand that there is no guesswork
really and it's all just seeing through disciplines scale and how to essentially scale the
sequences to scale micro and macro operational complexity operational pressure, the proof of concept you need,
how to get the proof of concept, the conditions you need to scale, the actual steps you need to scale, how leverage
and asymmetries work, how throughput and bottlenecks work, and then finally posting your wins. So, I hope you guys
enjoyed this video. So, this was a bit of a longer one to make, but I think the value is definitely here. And I would
have paid thousands for this information when I was starting out. Just remember that like the more you think you don't
need the theory, the more you need it. Same with the mindset stuff. And I want you guys to crush it. So, I thank
you very much for watching this video and sticking to the end. um re-watch the video, this video as much as you can
because a lot of this information is really, really valuable. It's kind of just a big jam-packed, you know, block
of information. Um the timestamps will always be in the school description for you to, you know, visit specific points,
concepts, theories, fundamentals. But in the next video, we're going to go over some more key disciplines. Like we
mentioned, um this is how I see client acquisition as well as building an agency as well as CS. So now that we
have this covered and this covered um the next video you can expect to see evolutionary biology, psychology,
network science, natural biology, genetics, economics, you you can expect to see some of these as well. Um because
once we have these fundamentals, let me preface once we have these disciplines and fundamentals
installed into our brain, there is zero there's a 0% chance of failing. All right, so that's how it works.
Anyways, I will see you guys in the next video. Thank you for watching and uh best of luck. So, I've hope you've
enjoyed so far into this video. Just a couple of things really quickly. Number one, if you haven't already, leave a
like, comment, share this video with people that you think it would be helpful for, subscribe, and also check
out my Instagram down below. Drop me a follow if you haven't yet so far. I'm asking this because I'm assuming you
found it valuable if you're still watching it. And now before we talk about how to actually get clients for
this business and grow it, first you need to understand the service from start to finish. How to build the
service, how to provide the service, and everything associated with what we're actually doing for our customers. It
wouldn't make too much sense to talk about getting clients when you don't even know what you're helping them with.
So, we're going to now go over everything client fulfillment. So, I hope you enjoy and um yeah, we'll talk
soon. Hey everyone, it's Owen Rensland and welcome to the client fulfillment module. So before I go through any of
this material, you need to watch just a quick overview of what we are about to build and set up. So most people I've
seen rush client fulfillment and skip around just to see like what they need and implement it. But most people fail
to like understand what they're actually delivering. Hence, most people have average service delivery and average
results. So watch this video first. It's short on purpose. Okay, this video is like a couple minutes long. So here's
the entire client journey for this model and like getting them results. they pay and the second the payment clears the
relationship begins right there's no there should be no dead time obviously if we want to reduce buyers remorse
after that there's an onboarding call so one 30 to 45 minute call and get them fully set up resell them as well so
they're they're more excited than when they paid the building phase is usually 1 to three days um you can build out the
entire thing behind the scenes and it'll probably take like 30 minutes to be honest but promise that it's going to
take like three to five working days for them and deliver it in like 1 to two I usually do like one launch ads go live,
which is the slowest stretch by far. Please be careful about expectation setting and set this clearly as an
expectation that it's going to be slow early on and celebrate the wins when they come. But when you do have a
winning pixel and you're running it on off your own page, like the results will be faster sooner.
So this slow stretch will be not as painful. Optimize, read the data, kill what's
losing, scale what's winning. just optimize the ads and actually scale them up and then retaining them. So, keeping
them paying for months and years. So, like this is the typical timeline of a client. And the cycle that this exists
within is you get attention, you get leads for them, they have impeccable speed to lead.
The leads will book, show, and close. So, you're going to run high performing ads that get attention of the client's
local area to get them, you know, people interested in their services. someone will fill out the form from the ad and
this does not mean anything has happened yet. Just because they're getting a lead that is not good or that doesn't really
mean anything yet. Speed to lead is probably the biggest most important part. And I don't have, you know, a part
of the module about speed to lead because I the way I have it set up is most companies I'm working with are big
enough where they have like their own sales teams. And because of that, they're already pretty versed and well
versed on speed to lead, right? they already if they're doing like three to five million a year oftent times these
guys will be they'll be pretty quick to respond to leads and call leads up but the lead any lead that they get must be
contacted within 5 minutes this will make or break everything okay if you have amazing service delivery
amazing you know retention amazing client success like all of it's good but speed to lead's bad you won't get good
results okay I'm not sure the exact math math on this about like how important it is, but like I can even look it up.
Yeah, 78% of B2B and B TOC customers buy from the vendor that responds first.
That is the power of speed to lead. Our automations already send messages to them first, but the faster that the
company can call, the better the results are. So, you need to make sure that this is dialed in. Okay? like it's got to be
impeccable. So, confirm it on their end. I mean, they probably have a team to deal with this and a sales team. If not,
the owner is going to be calling your leads at the beginning. Um, and you need to have them call through the platform.
So, we can actually see how fast their speed to lead is. And there is ways also we can automatically track speed to lead
booked. So, the leads will turn into booked appointments and they agree to an appointment and it lands on their
calendar. Shown, the appointment actually happens. The prospect shows up and then close. That's when the client
actually makes money off of our services, right? Getting a company a bunch of leads doesn't matter. Okay?
Getting even a company a bunch of booked appointments doesn't matter. But getting a company shown appointments, that's
what matters. Okay? Keep in mind, every system that you build, every automation, every check-in exists purely just to
push people through this cycle and stop people from leaking out of it. When something feels confusing later or like
you're not sure whether or not you should add this to your service, just ask [snorts] what part of this process
it helps. And there's always an answer. Just think of this like a pipeline of like water flowing down a pipe. And
there will be natural leaks at each step. And the me the least amount of leaks you can have, the better your
service is going to be. And that optimization looks like having better ads, having better landing page, having
better you know speed to lead. So just calling having the client call faster or reach out faster. um having a higher
converting booking page, having a better show up process, and then them having a better sales process, right? All we can
control is everything here. We can't control down here. Um this is even a little bit out of our
control if we have uh we don't have like people to call their clients leads for them, which most companies actually in
home improvement don't want that, believe it or not. So that's why I actually like got rid of all the people
that I had to call my clients leads is because most companies that are bigger already have these systems as like
dialed in in place and they don't want to have some outsider try to do you know lead follow-up when they already have a
working system. So fulfillment versus the sale. Keep in mind that selling the client and fulfilling for the client are
two completely different types of jobs for you and skills that you have to learn as well. The sale is just getting
them to say yes. Fulfillment is everything after building a service, getting it live, and turning leads into
shown appointments that they pay for. Most people are nervous about fulfillment because they've never
actually seen it live in front of you, you know, and you don't know if it's like real and how well it actually works
because you haven't like actually been in a client relationship if you haven't had clients yet. But you will see the
full picture in this program. You will see it built out live as well as the results from a winning campaign, etc.
Um, but here's the truth that should calm you down. Fulfillment is very repeatable. Okay? It's way more
repeatable than the sale. The sale changes with every prospect. There's different kinds of people you're selling
to and everything like that. Fulfillment is pretty much the same every single time, okay? Because we're going to be
running the ads on our own accounts, our own pages. There's no logging into their Facebook, no waiting on an ad account to
warm up, no permiss permission mess. Like, you control all of it. And that's why you can get a result like a client
fully live in under 30 minutes and get them amazing results. Just remember that like you're not
having to learn a hundred different things. All you're doing is learning to be able to perfect one system and then
just repeating it over and over and over again for all your clients. Obviously, like some stuff will vary client to
client, you know, like not all clients going to be running the same ads, same offer prices, same ad offers, same
creative, like things are going to vary. Like things are going to vary per client, but the amount of variation is
pretty small. So that like we're basically just building out the same service every time for each client.
the two tracks. So when you build this stuff out, two things will happen at the same time and you have to manage both,
your track and their track. So behind the scenes, you have the actual build, you have the sub account build out, you
have the automations, the creative, the funnel, the campaign. Um, this is all quiet and invisible to them and takes
around 30 to 60 minutes of work once you have it dialed in and actually actually like know what you're doing. Um, if you
only do this and only build this up behind the scenes, like yes, they will get decent results, but they won't be
happy. Okay? So, you need to understand that this is like a two-part system. The second part is their track and this is
what the client actually feels and experiences. So, the the experience through updates,
voice notes, proof of work photos, like texting them, talking to them, calling them, they need to feel as if someone
smart is working on it. And this stuff takes minimal time every single day, but it requires lots of
consistency. You know, I think a lot of people lose clients over time by not consistently
reaching out to them and like making sure that they actually have a good experience because if you only do this,
you'll get a happy client, but you won't get much results, right? And you need both of these to make this work. The
client cannot see your work. They have no idea really how hard you work unless you show them. So, pretty much the rule
from day one is just make the invisible work visible. Whether that's a photo of your screen open on their campaign or
like uh a voice note of you working and so they can hear your voice, a video of you breaking something down. Keep in
mind that these two tracks happen at once and you need to be good at both of them. Just one isn't enough. What
onboarding collects, read this first. So, every live setup/building video after this, because we have a lot of
live videos of me building things, they all assume that you already have certain things from your client. You want to
collect all of it on an onboarding form and an onboarding call, which I will explain very very soon. So, if you have
any questions about this, see the onboarding and launch video, which is the one right after this. Here's the
information you need from your clients. You need to know where to send the lead and appointment notifications, the
service area, so location, mile radius, uh the numbers, so like what the average ticket sizes for them, their crew
capacity, their target demographic, what type of jobs they're looking for, their legal name, address, website, social
hours, when they actually want to get appointments, calendar access, connected live on the call, you know, a calendar
integration, assets, so photos of them on the job optionally, um pictures of their jobs in the past, and then also
the people who's going to like the person who's in charge of contacting no leads. These are all information like
things that you're going to have to get from your client before you can actually build the stuff out. But I'll explain
that in the next video. I just want to prepare you for that. And um yeah, I hope you enjoy this module. It's really
really strong, really powerful, probably the best I've ever seen personally in the market. Um and it's allowed me to
have clients that have paid me well over $50,000 in profit over their lifetime. So, it works well. Um just follow the
stuff. Think for yourself. Don't follow it blindly. And um yeah, hope you enjoy. Hey everyone, it's
Owen and welcome to onboarding and launch. So once a client has agreed to go with you, the client-f facing
onboarding has to be seamless. That's what this video is about, the client-f facing onboarding.
That is obviously the whole point of running ads on our own accounts and our own pages because we're not logging into
their Facebook. We're not dealing with all that BS. We're not having to get permissions. We're not waiting for their
ad account to warm up or the pixel to get better. We control all of it and it's already set up. And that's why we
can get a client fully set up in live under 30 minutes without, you know, the mess most agencies have to put people
through. So, one onboarding call does everything that we need to do pretty well. Um, there isn't really that much,
I'll be honest, but the main things are, you know, setting up an agreement, setting up go high level, getting them
integrated, and then a couple days later, they will wake up to leads and appointments and think you're a wizard.
And this has happened for pretty much all of my clients. I mean, I just had a client sign with me literally two days
ago, launched their ads yesterday, and they already got a show an appointment. So, that's the power of having your
systems be native and just really nailing this whole onboarding process and launch process. So, the second the
payment goes through, everything starts. There's no dead time between when they say yes and the onboarding because the
dead time is where people start second guessing whether or not they just like, you know, the buyer remorse sets in and
they second guess what they just paid for. 80% or more of that buyers remorse happens within the first 24 hours of
buying. So um if you can you want to get wins as fast as possible. So we can automate this
process to speed it up. So to collect payment all you have to do and get card on file is just send the payment link in
the meeting chat right there on the call and let them fill it out. Um the most important thing here that matters is
turning on save payment details for future use or if it's just asking me AI to create a payment link for you. So,
the way that this actually works is if I go into um and click on this little AI bot right here, I can ask make me a
payment link for I don't know 3K um which saves payment details for
future use for the product Homewise and has a redirect link to homewiseervices.comwelcome.
You can ask it this and it will literally do it for you. Okay, it'll take like a minute, but you'll have a
payment link for however much you want. You can also do custom payment plans with this AI as well. Like it's very
powerful. So that's how I would go about doing it. Okay, that save card is what lets you bill per result later. So once
they actually bill, you can just, you know, charge them pay per result, whatever it is through You can just
charge the customer. Um once you go to dashboard and go to customers, you can actually just click on a customer and
manually charge them with a saved payment like you know payment information on file. Um you can automate
this process of you know doing paper results. I would recommend just once a week though just doing it manually. I've
done that for years for clients and every Friday so tomorrow I just go through and charge all my clients and
that's what I would recommend you do because one it's enjoyable and two it makes sure that there's no errors and
that you do it correctly because sometimes if you know the the first you know the first time that they see a bill
from you that they don't recognize that's incorrect that is when they start thinking oh my god is this guy like a
scam or what what's wrong like why is why am I getting charged for things I didn't pay for and things just you know
go off the rails So, I would recommend just doing it manually through here um through or through something like
this. And um yeah, so it just made a payment link right here for the product and basically
they can fill it out, save the payment details on file. Um and yeah, so that's how you can make payment links and send
them. Um if they need financing, Stripe, CLA, um there's a lot of different kinds of financing you can have. So like when
they will fill out this checkout link basically um you would go through the process fill
out the card information and there would be some options on here as to like what financing options you can use. So,
Clara, Afterpay, you can also allow them. Be like, "Hey, can you allow Clara and Afterpay?" And it will allow those.
If they're, you know, if you're 18 plus with a 650 plus credit score, um, they can basically type in a card
information, a credit card in there and finance it and pay like $300 a month, 0% APR for a while. So, it means there's no
interest. Um, but you get there's a fee for you, right? All right. So, if you collect like $1,000, let's say, you're
probably going to collect actually like $830 because of the fee um for using that, but you collect the whole amount
up front, right? So, if they finance like a $4,000 PIFF and they pay $500 a month for a certain amount of months, if
they don't pay it, it messes up their credit score and you collect the full amount at, you know, like the pay in
full. Um, but you collect less because of the fee that the financing provider will take. So, the best payment
processors are by far Stripe fan bases. I recommend to be honest, but I do have the most cash collected
personally on Stripe over the lifetime, but they don't favor the agency in disputes or the agency at all. And they
won't hesitate to shut your account down as well. Like, if there is just like a little bit of disputes, um, they'll shut
your account down. So, I recommend It's just a much better platform, much better for like what we're trying to do
here. And, um, this also is really helpful with the AI and everything. It's just much more reliable in my
opinion. They give you alerts as well as like if impending disputes are, you know, are to happen, it'll give you
alerts. So, is by far the best. And if you do use Stripe though, however, keep in mind that your Stripe account
health is based on the percentage of disputes to successful purchases. So, what that means is let's say you have a
thousand successful purchases and one dispute. That means your account is very healthy, right? It's very low percentage
of disputes. Um, so what you can do to increase the amount of successful payments you have
because the actual amount of the payment doesn't matter. So if you're catching my drift, you can have a payment link on
Stripe that's recurring every single day. That's $1. And you could buy it twice yourself and then get two
successful payments into Stripe every single day. And every year that's like 700 successful payments and that will
make it so your account is pretty much bulletproof in Stripe. So if you don't have that set up, get that set up. So,
in terms of the agreement, it's very important that you have an agreement with clients to protect each other. It's
just a simple PDF template that you can upload and go high level under payments, documents, and contracts. You'll just
pick it and add it to go high level. So, I'm going to go ahead and show you how to do that right now. I'm just going to
use a an agency account. It's just fine. So, if you go to payments and you go to documents and contracts, you can click
templates and you can basically go based off whatever model you're using. Um, or you can just ask Claude to make a new
one. Here is the template. So, it basically has the fields that you have to complete. Um, all the ones that are
in bold there and all this. So, once this is all complete and filled in, then you're pretty much good to go there.
When you want to add your signature as well at the bottom, um, what I would recommend do because you have the
signature on behalf of the customer. So, you're going to fill these fields in with go high level. And then for you on
behalf of supplier legal name, for me, it would be own agency LLC. the signature. What I would recommend
you do is just go ahead and go to insert and go to drawing new and then do the freehand which is
the scribble and then just just do like a good old signature something like that. Um go ahead and just do that one
more time or whatever it is, right? And you can make that small and that's how you would put your own signature in
there as well. And then also I'd recommend just making it a little bit thicker as well just so it can be seen
better. Perfect. So that's how you would add yours. Um, and obviously you need to fill out all this information that's at
the top here. But once that's done and you can remove this page just like that, then you have the whole agreement and it
should be set to go and ready based on your offering. Make sure to read it through and have Claude check it. Then
you would just download it as a PDF. So for example, let's say we're doing that and this is all proper information. It
should already be filled out. We just download as a PDF. And what we can do is go into go high level, add new and
documents and contracts. And this would be in your agency level. Upload an existing PDF. um the one that we just
downloaded just now and we just need to simply fill in the gaps. So, it's going to process
and then we can go through and fill in all the gaps and put some check marks and then we'll just be able to send it
to to contacts and go basically. Uh so, the way this is going to look is date of the agreement we want to simply just put
date. Okay. And then the customer, this is also information they're going to have
to fill out. So for business name you want to do um not initials you want to do just text
um text field and then you can just do enter value. You can do business name.
Perfect. Copy it. And then you can do full name. And you can even do address which isn't
required to be honest but it definitely helps. And so those are good. And then at the
bottom of the agreement as well, the last one is going to be this this one right here. So you could have the
customer's signature. Once again, the customer's full name. And then once again, the date.
And in addition to that, you would have your signature here. You'd have your name here. And then in the date, just
put um once again another date fill. So they have to fill in all these boxes to basically sign the agreement. So you
could save that and then when you want to use it, you can add it to an automation or you can click use template
and all you have to do is select a contact to send it to and it will send an SMS and an email to them. So you can
basically just choose contact and press send and it'll send this agreement and they have to fill out all these boxes
and then you'll have a signed agreement. So that is how agreements work. Um I have some examples of ones right here.
Onboarding form. So set up a redirect link from the payment link to some kind of postale or onboarding form. Earlier I
mentioned my homeweiservices.com/welcome. That is mine right now. It's a simple
page that just has a go highle survey in here basically that has all this information. Name, phone number, email.
There are hundreds of agencies. Why choose us specifically? So I can actually show you this right here.
So there are hundreds of agencies. Why choose Owen specifically? Um what were your biggest hesitations before working
together? And then what are the most valuable parts of the services that you didn't realize were included until the
call? So here's a couple questions. Um preferred email to receive lead notifications pre preferred cell phone.
Like you want to get them to fill this out. Um and then you can also auto send the agreement. So you could send a
simple automation up inside of go high level as well. And I can just show you how this would look. Um let me go to my
home wise one because I think I already have this set up. Okay. So basically you go to automations
and what you would do is just create a new workflow which would be like new customer or something similar. Yeah, I
have a draft right now and then you'd have the survey is the post sale form which is the survey that you know you
have all this information in here which is this one here. And then once that's done it sends documents and contracts
and you choose the specific template that you have from yourself and you send it through email and SMS. So that way
once they fill out this form and you get their information and then also sends them the agreement automatically. So
here are the examples of like what kind of questions you want to ask. So I can just walk you through the survey um this
is all important information. Have you booked a launch call? This should actually be an onboarding call. Um then
you have a link to actually book that call with a separate booking calendar right here. Launch call or onboarding
call, whatever you use. I'm just using onboarding call. This is a little bit outdated. Image sharing. So optionally
they can share some images about jobs and stuff they've done. Past customer list. I usually get that from their
Facebook and website though to be honest. And then past customer list as well, like if they have one that you
want to do a review campaign for, then they submit it and then they get sent the um they get sent the document
contract as well. Client communication. So to effectively communicate with your clients, you can either use Slack,
iMessage, WhatsApp, any of the above. Um I personally in the beginning recommend just using iMessage. Okay? It's so
simple just to write iMessage and write client in parenthesis. I contact most people personally in my personal life
and everything else on WhatsApp. So, whenever I get an iMessage message, it's either um it's usually from a client. Um
but if you want to simplify things with better systems, you could always use Slack. That's like the more scalable
way. You'll just make a channel and then, you know, call their company and then invite them as a guest to it. Just
keep in mind though, your ICP because honestly, like if you're working with contractors, it's better to use iMessage
or something native like most of them don't have WhatsApp and most of them don't have Slack. So, iMessage is
probably going to be the best your best bet. um because they want they're not going to respond to you as fast. They're
just not used to it. So, the onboarding call is the only sit down meeting that you need before closing them and then
launching them. It's usually about 30 minutes long, 30 minutes to an hour, and it does two things at once. Get them
fully set up and resell them so that they're way more excited to work with you than they were when they paid. Do
this on Zoom so you can have them screen share and take over their screen for the calendar integration stuff. And just
make sure also that they filled out the onboarding form before the call and sign the agreement. If not, you can go ahead
and walk through the agreement. That's the first part of the call. Um, just be sure to invite the person as well that's
in charge of contacting the leads. So, if it's like a head of sales or whatever it is, here's a rough onboarding script
that you can use. Um, so introduce yourself, you know, build the client profile, lay out the pathway to achieve
their goals. So, this is you pitching them again pretty much. Um because keep in mind every single call that you have,
whether it's an onboarding call or a launch call or client, you know, follow-up call, whatever it is, it's
like your job is to sell them again. So, confirm the agreement. So, if they haven't signed it, then confirm it. Walk
them through it and make sure that they sign it and then set them up on go high level. So, here are the steps. Log them
into it um on their screen. Connect their Google calendar. Confirm where leads go. Make sure all that's good. And
then confirm like the service area and zip, starting price, average ticket size, target demographic, group
capacity, all the stuff that you should have had with your your customer profile. Just confirm all that stuff.
Number five is show them what they actually do. So you want to explain to them how to have the best speed to lead
possible, how to contact leads, how to work, go high level, pipeline management, opportunity management, all
that stuff. It's very important that they understand how to use it. You can give them a rule as well of like when to
log on. Optionally, you can ask for some content or marketing resources that they have that they want to use in the ads.
Number seven is reselling them. This is probably the most important part of the entire call. Um, everything up to here
was getting them excited, you know, and getting them set up. This is where you actually lock them in. Okay, you sold
them once, now sell them again. Except this time, you're selling the timeline and the certainty that they'll get good
results so they don't panic and churn. So, show proof. Pull up real current client results live at the screen. Um,
this is a client that we onboarded a few weeks back. Here's what's happened. Paint a realistic picture as well. So,
based on your area and your price point. Um, here's what I expect. Just make sure you know that you set
realistic expectations. If it does start slow, here's exactly what we can do. Google review campaign,
Google My Business, new website, whatever it is. The whole point is like by the time they hang up on this
onboarding call, they've got a really crystal clear picture of what's going to happen. They know the best case. They
know the worst case. And they know that you've already thought through what happens if it's slow. We want to just
kind of minimize the amount of panic messages that we get. Is this even working? Because they'll question you in
the beginning, right? But a client who knows, you know, what to expect doesn't churn, especially not as fast. Set the
next touch points. So, introduce them to the referral program um as well. You want to bring this up every single time
you talk to them check-in call-wise. Like every two weeks, mention the referral program. You could send like
500 to 1K to a current client of yours if they refer you to another company and that company pays. Um
but yeah, set the next touch points in the onboarding call. Make sure you have the bi-weekly call, the next one
scheduled out, one two weeks out, one four weeks out. skipping by weekly calls is probably one of the biggest reason
why companies turn. So do not do that. Number nine, send them off pumped. So set expectations for the build and um
end on proof again between now and going live might feel a little quiet. We're going to send some frequent updates but
no results for a bit. I can't I can't get you 100 jobs overnight. Um and yes, we have a messaging framework as well.
Like here is the matching framework that you can use um as well. Right here, right under this. Um
yeah, let's see here. If you ever wonder where we're at, message me. I hear back as fast as I
can. I'll drop updates as well. I'd be surprised if you get an appointment in the first three to five days. Be honest.
This line is crucial because if you say this, you'd be like, "Oh, I I doubt we'll get appointments this fast." and
then they get an appointment, they're going to be thrilled. And I can give you an example about like
how this daily messaging framework works with one of my active clients, but this is the experience that a client feels in
the first couple days. The first seven days matters so much more than the actual early results. It's really
important about communication, okay? That's the biggest thing. So, send voice notes or pictures of you working or
videos of you working or videos of you explaining stuff. So, here's an example messaging sequence of something that
I've done. When they go live, what you want to say. um celebrating all the results. That's very important as well.
You want to celebrate things first booking, review request, if they're under reporting, get ahead of
it, etc. So, that's how you do the messaging framework and the onboarding call. Um there is going to be a live
onboarding call now. Um it's either under this video that you can watch separately or it's going to be a part of
this video. Either or you can watch that. Um and let me just show you as well how this actually looks for your
client. Hey, it's Owen. Um, basically I sent him a picture day one. So I signed him on
Monday. I said, "What's up?" Tuesday I sent a picture working on finalizing the CRM. He said, "Okay, great." Next day,
picture of working on ads. Okay, sounds good. A video breakdown of what I built for them. Looks good. Got them more
excited. And the day after launching ads, which was yesterday, Christina called from the office. Appointment is
confirmed. I'll running it myself, so I'll get you feedback immediately. No worries, that was fast. We'll iron out
the specifics today. Are you getting some faith in Facebook now? They answered, confirmed tomorrow morning.
So, so far so good. Great. This is much faster than I was expecting. And then I gave them some more insights on how to
see more information about the leads. So, it's like this is the type of client communication that you want to have,
right? Constant communication. Um, especially handheld handholding them in the beginning just to make sure they
understand like how to actually run the system and get the best results off of it. But if you don't do some kind of
similar messaging sequence when you sign a client, then you're going to have a much harder time keeping them. Okay? So,
I'd recommend using this exact messaging sequence, and that was a live example of me doing that. So, I hope you enjoyed
this video. Um, feel free to watch the actual live onboarding call to see like how I got the information from them and
how it actually went. And, um, yeah, hope you enjoyed and we'll talk soon. Hey everyone, it's Owen Rensland and
welcome to GoH High Leup. This is going to be a breakdown and live build for a real client of mine that I just signed
for the agency. Um, and I'm basically just going to show you like how to do this from start to finish as if you were
from scratch. Now, first things first that you need to understand is the we will have one sub account for every
single one of our clients that we have. And the reason for that is because we want to send direct automations to the
companies as well as have the company be able to contact leads through the gole platform so the phone number integrates
properly and we can actually track what goes on. Now, this is going to be a shorter video because there isn't
actually too much to this process, but I do want to make sure you understand it in full. Now, this is a sub account that
I have just made for a new client of mine. I called it their business name. And basically, the first thing you want
to do is go ahead and have a sub account that's pre-atp verified. So, if you haven't yet already, go to 1.32 in the
program, the ATP verification video, and get verified through Twilio. And once you do that, you can basically remove
lead connector from a go highle account from an already verified campaign and pre-verify all of your sub accounts on
the go high level support call. You can just be like, "Hey, can you do this for all these sub accounts?" And then just
buy like 10 numbers on Twilio and then apply each one to each sub account. I believe that this case, this client
right here is just a normal ATP verified number. Yeah, just normal one. It doesn't really matter. As long as the
sub account is HP verified, that's all that matters. Make sure they're preverified. And to do that, once again,
use 1.32 the video with the Twilio method and your account will be preverified. Okay, it's very important
that you start off with this so you don't have to wait and there'll be a delay between launch um between the
onboarding call and the launch just because of HP verification. There should never be a delay because of that. So
this account is verified, so it's good to go. The next thing you need to worry about is the snapshot. Now I have a
brand new snapshot for you that has everything like the best of everything in it. And this account already has it
um in there and you'll know that by the automation section. and it'll show, you know, all these four folders right here.
But to add the snapshot to your account, what you want to do is go into the link in the description of this video in the
resource and it should say client snapshot. So, what you want to do is open it up. Just open up the link and
what it'll have you do is click import now. So, let's let this load and you'll basically sign in to your go highle
account. So, if I just go ahead and do that now, it's probably going to have me verify my
phone number. Maybe not. Yep. So we will import the client snapshot and yes select yes import now. Then after you
import it you need to go to the agency level inside of go high level just like this. Go to sub accounts find the sub
account that you want to apply to and click manage. So I have some like test client accounts that are ready here. So
like let's say it's this one that you want to have it set up for. You click manage client. You click actions load
snapshot and you choose the one that you went ahead and just imported. So if you look up agency link you can find agency
link client snapshot the one that we just imported. So then you want to proceed and just push everything, select
all, and just import every single part of the snapshot. And then if you go back on to the sub account that you had
before, you will have, and you have to wait a couple minutes, you'll have the automations. You should see them here.
You'll have a funnel example. You'll have two calendars. You should have you should have a reschedule calendar as
well as a, you know, as a as well as an estimate calendar as well. Um, I do have a staff member already on here because I
already attended the onboarding call, which you'll see in a couple of videos from now. But just for now, this is just
the setup for go high level. That's all this video is about. Okay. Everything that's in this video is the go high
level setup and then everything else later on the service delivery, which is the live campaign buildout, you know,
actually connecting the campaign, building the survey, building the funnel, all that stuff. That is all in
the video after this. But for now, let's just go through everything we need to do to set up go high level. Now that the
snapshot is in the sub account, what we want to do is go to the calendars first. So what I like to do for this process is
just from start go from start to finish. So go through all of these and then go into settings and then go through all of
these. That's what I like to do. Now to actually do that, we want to go to calendars first. We will choose the
first one here, which is reschedule calendar. And just make sure all the invitation like information is correct.
Right? Add the client eventually. This is how you would do it in the onboarding call which I have explained in a future
video. Uh availability, you know, just like this. And we basically have this set based on our client's preference.
You know, all this is already set and good to go. And the biggest thing is like looking to see if you have to
change anything niche-wise. Right now, the sub account is built. It's based on just general home improvement. That's
why it's free on-site estimates. It's not like roofing inspection or anything like that. Schedule relax no pressure
on-site visit. Our specialists will walk you through your project, evaluate everything in detail, and make sure you
have the knowledge to make a confident informed decision for your home. So, this is for a home improvement
contractor. So, if you have any different niche, you'll have to change some of this text specifically, as well
as like the on-site estimate. Um, you'll add the staff as well eventually once you go ahead and onboard them. Um, so
all this information is correct. So, the calendars are good to go. Make sure they're active and alive and good to go.
You'll actually embed these into the survey that we build out soon. Um, but more specifically, calendars seems good.
So contacts, you shouldn't see any past contacts. We have a test one in here that I was just testing out. Uh in
addition to that, we have so that's pretty much going to go opportunities. We have a basic pipeline that we use and
have our client use. It's called main pipeline and it's actually, you know, based on the automations as well. It
works very well. So there's the pipeline. Nothing needs to change here. And inside of marketing, really nothing
needs to change here. If you want to see the email templates that we have that are built into some of the automations,
you can check them out here. And we do have double of them right here because I've imported stuff into the sub account
in the snapshot twice. But um if you want to check out the actual internal notifications that come when a new
appointment comes and stuff, you can check these out here. These are built into the automations. All of them are
based on either custom values or um you know custom fields as well. So like for example the three questions that I have
asking in this um in this snapshot are like what building type when do they want the project done
and how are they paying which is like three typical questions that I've seen before for service delivery that you ask
on a survey or a lead form whatever it is. Um, and I have basic Q1, like basic custom fields mapping for that. But if
you want to change all these, I recommend it specifically because, for example, for a decking client that I
just signed. Um, I'm going to go ahead and update these to the questions that he actually wants, which I'll do in a
second, but I'm just walking you through everything now. So, these are the internal notifications and the email
templates that get sent through the automations. I know a lot of people asking like how to actually update those
because they see them in the automations, but don't know how to actually change them. Inside of the
automations, here's how this actually works. when a new lead comes. Basically, we we currently have it set to when this
survey gets filled out. Now, I'm going to change this to be a lovable survey. So, there is going to be a web hook
here, an inbound web hook, and it's going to be like this. But for now, until then, the survey is fine. Um,
we'll make sure the trigger is correct based on whatever funnel you use. If you use a lead form, then this is going to
be lead form submitted. Uh, or Facebook be like Facebook lead form submitted. and you'll choose a specific lead form.
Um, if you use the go high level survey, then it'll be the survey here that we have for you. Um, you can update it as
you need or if you use lovable, it'll be an inbound web hook and you'll be able to like add the contact field here,
which I'll show you how to do soon. So, basically what happens in this automation, the new lead automation, is
um if they're in the appointment booked automation, then obviously like they're going to get removed from this one
because they have an appointment booked. They don't need to get like nurturing. Um, first it gets added to the new lead
alert, which is basically the notifications for you and your client. Email one, uh, which is a thanks for
showing interest, accurate estimate. All of this is general and specific. So, there are custom values that you'll need
to fill out when you onboard a new client. And I'll show you those um, when I actually go about doing this live, but
I'm just kind of breaking you down once again like the actual automations. We have the first SMS message that gets
sent. So, this will have to be updated if you, you know, are in a different niche, but keep in mind that this is
general, right? So, got your request. what's the main project you're looking to get done. Right? So, that's like a
very gen a very general um question so that you could probably not even edit any of this and use it for your niche.
Short-term merger is if they responded but didn't book or you know you attempted to contact them which you know
basically got triggered in the one right before this. Um and this is like you know you reached out about a project but
I noticed you haven't picked a time for your free estimate. So this is if they didn't book yet and the days two through
five lead nurturing, right? I would go through this, confirm this, make sure it's correct. We will fill in the custom
values with the the correct information soon um when I actually live build this out for a client. But once again, just
walking you through it. And then once they go through this process of short-term measure and don't respond,
then they go into the main the you know the long-term merger and the settings stops on response for all these, right?
So like if someone if a client's lead responds to one of these questions or something like they're going to go ahead
and not get sent a bunch more automations. Long-term nurture, same thing. It's just long-term nurture for
all these like cobalt as well. Wanted to check in still based on custom values and all this is customized so that it's
general home improvement, right? So you can use this for pretty much any niche that you have inspections for and home
estimates. Appointment booked. This is what happens when they book an appointment which the appointment status
can be updated specifically by the on-site estimate calendar. This will send um the actual data to Meta. So
we'll have to fill out this information inside of custom values also. And um basically we will remove them from all
nurture workflows. So the short-term, medium-term, long-term nurture, all that stuff. And they booked an appointment.
And then um you know remove the old appointment if it's a reschedule. And basically we have the you have new you
have a new appointment that gets sent to the owner. So the sales rep, which by the way, we'll have to put in the
correct one for the custom values. Internal notification. So this is for your client where the owner gets the
information. So once again, you'll have to likely update these depending on what questions you ask in their survey for
their funnel. um which is super basic. I'll show you how to do that because I'll do it in
front of you. As well as like notes, um they've booked an appointment, all that good stuff. Confirmation email. So, this
is going to be what gets sent to the actual customer. So, your appointment has been confirmed. Super basic look.
You can even change color schemes if you want in the templates. And it only gets sent if it's between 9:00 a.m. and 9:00
p.m. So, you can actually add this also um before all this. So then your client if they only want to get notifications
during a certain time of the day, that's another thing. Um but yeah, we have just simple reminders. Your appointment is in
24 hours, it's in one hour, um friendly reminder that your appointment's in 1 hour. And then importantly here, right
after one hour after the appointment, your client will get an email that indicates how the appointment actually
went. And I'll show you how to set up a tracking system whereby you basically like get the information on all the new
appointments and everything. Keep in mind, usually when you change this, click on it and click off of it. it'll
change the from name and from email just based on what the template is set to. So keep that in mind. Just make sure
everything's just verify everything, make sure it's all good. Um, but yeah, we'll have an autotracking system in the
sixth part of this module that or the optimization and scaling part of this module um to make sure that we can bill
for things properly, actually get this information because like obviously they filled this out and you have to make it
so they fill it out if you're charging especially per shown appointment or whatever. And also we have trigger links
set. So like basically it'll change the pipeline based on what happened like what they clicked right. So if they
showed and got an estimate then they moved to got estimate follow-up. If they you know no showed then they move to the
no automation right? So it's like we have all these triggers set up intentionally. So based on the
appointment we have different situational things. Appointment cancelled is a super basic automation.
Um you can go through and check this out as well. We have appointment no-show. Appointment rescheduled. So, if they
reschedule, which by the way to reschedule it's either the appointment gets rescheduled just gets moved inside
of the calendar or um if they book a new appointment in the reschedule calendar because someone wants to reschedule
that's how you do it properly so they don't get all the notifications again. Um then that's how that works. What
else? Got estimate and then close sale. So, super simple, just adding tags and
keeping it simple. Keep in mind that like all these don't even need to be touched. They don't even need to be
changed because they're so um evergreen. Like you can use these for any home improving company. As long as it's like
an estimate on like an in onsite estimate for a homeowner, they'll work. Okay? There's no roofing specific like
words in here. Like this is all evergreen. So two is the alert workflows. So like when they get a new
lead, you can customize this. I have it so if it's between 9:00 a.m. and 9:00 p.m. then they'll get these new lead
automate like notifications. Um, so you have a new lead, you have a new lead just like this. Um, once again, the
information on like what the lead actually is. And I would recommend having a link to contact as well. That's
something that I've seen a lot of value in. And if you want to see how to do that, um, I can go ahead and pull that
up now. So, if you want to add some kind of specific direct link to contact, let me just show you how to do that as well,
just so you have it. and the new lead alert. Um, for the client, you'll basically have a link that says, you
know, direct link to contact and then you'll have a link that looks just like this. So, this is the working link for
that. Um, direct link to contact just like that. And this will be the
direct link that'll go like bring them to the app and everything. That's just app.gov.comv2 goal.com/v2
location, location ID, contact details, um contact ID, etc. So that's how to do the direct link to contact. Uh so some
people want that. It's very important. And these will be like the web hooks to actually set up the tracking sheet and
everything, which we'll talk about later, but yeah, that's a new lead alert automation. And then the SMS response
automation. So if the customer replied, then it removes them from the nurture workflows as well, just to make sure. We
have stop and response for most of them turned on. So that usually doesn't matter but it is helpful just in case.
Uh remove from workflows. So basically when they need to be removed from all the nurture workflows and they book an
appointment or something or reschedule then this has them doing that all right here. Um that gets triggered sometimes
as well. And then miscellaneous stuff is like you know after 24 hours move hot lead to D books plus follow-up. So this
is basically just like pipeline management. If the lead rescheduled, it'll basically not like it'll cancel
the old appointment to make sure that the old appointment doesn't like refire because sometimes when you move an
appointment and reschedule it, it like refires the old one and so the reschedule automations get fired as well
as the old ones. Um, if the lead's disqualified, add notes. This one um is optional. Review request is set up so
like after the appointment or after it closed a couple months after, you could set the specific time like how long it
waits before it asks for a review. of a client call gets completed. This one basically like removes them from the
workflow as well. So if there's like if your client calls um a lead, then it removes them from the nurture workflow.
Um spam deletion as well. So if it's any like the Facebook Messenger stuff, so like suspended your account is warning
support team fraudulent like all that BS from Meta, this will delete all that. Um as well as the lost opportunity remove
workflow. So if it's lost, then it just removes it. So this is like the breakdown and like all the automations
that you need to have set up. All of them are already launched. All of them are published. There isn't really much
we need to do here to be honest. I just want to, you know, give you a walk through and I'll show you like what I
actually do for this client. Um site section. We have a client funnel template just for inspiration. It's a
high converting funnel and it's worked pretty well for a lot of people, but unfortunately it's not that good. Okay.
Like there's it it loads kind of slow. The survey is kind of small. Like you know, not too much information about the
company and the page and you know ultimately it's a it's a pretty average funnel. You know, pretty low conversion
rates. Um, but it's a good inspiration of like what you should be trying to accomplish and make with a funnel, which
we'll do with lovable and we'll make it so much higher converting. So, we'll do that soon um in the next video. But for
now, uh there's a scheduling page as well with the free on-site estimates or inspection with the calendar and you can
change the colorways as well. It shows the location name at the bottom, the copyright sign as well. um the thank you
page also which is like a customcoded thank you page which also once again looks ugly but is just an inspiration of
like what you could do. So um we'll build all this out a custom landing page with lovable that's higher converting
than this in the next video. So that's pretty much everything that you need to do like walkthrough wise of like what's
going on. Obviously we have um the appointment booking form that goes with uh when the client will book an
appointment or the you know the lead of the client. Super basic. And then we also have that survey that's in the um
you know landing page right here. So we have all the custom questions, the labels as well. Um but let's go ahead
and actually build this out for this client because that was a good walkthrough just to kind of like help
you understand what goes on. Um but here's how to actually set it up so live. So, for context, um I
have a client of mine [snorts] and um I'm basically setting this up live so that we can launch ads um
tonight. Basically, uh first things first is what we want to do is just verify everything. Now, like I said, the
calendar calendar section is completely good to go and there's really not much I want to do. I do want to check on the
rescheduling link um and the meeting interval and availability. So, I do have some information about my specific
client in a doc. I have information about like when they want to basically take these appointments and all this
stuff. So, I'm going to go ahead and pull that up just so I can open it up and um get information on like their
preferred availability. So, first things first is they want 10 to 6 on weekdays. So, for the
appointment booking calendar, we have right now it's set to 8 to 5 for their booking availability. Let's edit the
schedule to be 10 to 6 on weekdays. Um well I believe yeah 10 to 6 on weekdays.
Okay. So we'll copy to all and then on Sundays we don't want any bookings. That's what they said. And
then Saturdays they want 9 to 5. Now I don't mind doing this for clients. It's technically there'll be more friction
because there's less time to book. But it's very important to me that they're happy. And let me just make sure as well
Virginia Beach time zone. That's where this client is based out of. Eastern, so we don't have to worry about that. It's
good. Let's go ahead and save that. Okay. So, we'll also do that with the reschedule calendar also. Um, and then
booking rules. Meeting intervals every 15 minutes. They're going to be around 60 minutes long. Minimum schedule
houring is four. That's fine. We don't want to look busy. It's okay. Um, and let's go ahead and make sure the
redirect is good. Also, redirect URL. Um, that is going to be the custom value. So, we'll update that. And then
let's go ahead and save changes and do this also for the rescheduled calendar. So booking we'll do five 15 we'll do
four hours and then we'll set the availability for him also which looks like it's already set. Cool.
So now that that's done um I'm going to do some color work also because I believe like if we go to here it's like
is it orange or let's see widget appearance. Yeah it's orange. So, this company is called Composite Guys and
it's in Virginia Beach and they Let me see their brand. Um,
yeah. So, it looks like it's blue and orange. Um, so this actually kind of fits quite well, but let's go ahead and
take this blue. So, we can just go to color picker and then just plop it in there. Take that
blue color and then just plop it into the calendar also. Perfect. Looks good. So, save changes,
schedule appointments, and then we preview the the calendar. Now, it looks good. Cool. Looks clean. Now
that that's done, let's do that for the reschedule calendar also. So, we'll just pop that in there.
Perfect. Now that that's done, um the calendar section is completely updated and good
to go. After that, we now want to update the automations. The automations are already set to go. The only thing that
we will have to do is change the trigger link for the new appointment booked and make this the inbound web hook that's
specifically from the loable survey, which we'll do in another video, so I'm not going to worry about now. So, we'll
we will change that. But for now, the automations are set up. They're just fine. There's really nothing that needs
to happen. Okay. So in terms of sites, we again don't need to worry about this because we'll be doing it inside
Lovable. So there's no worry there. Um the next step is settings, business profile. This information doesn't
actually matter. None of this really matters. U make sure all the the contact time zones are correct. Um and
everything like that is good. Disable contact time zone. It's basically just like disabling the contact having a time
zone and putting it in the time zone of the place. These are physical inerson businesses and most of them are in like
one specific place. So it's usually fine, but this information doesn't really matter. I like to change the name
of the address so they have like, you know, they can see that it's their account when they're logging in. Now,
like I said, I already have them added here as staff members. I have the owner and then also I will add the p person
who's in charge of their leads and assign all the automations to them as well. But for now, that's just just fine
here. I explain how to do this later in the uh onboarding part of this module. So, don't worry about this for now. Um,
email services, we want to send from their domain, something similar to theirs, but you're going to use the lead
connector one because it's fine. Uh, phone system, we already have the numbers, but we do want to buy a number
that's in their local area. So, Virginia Beach, phone number.
So, it looks like they're 757. And that's actually his number as well. So, I'm going to, you know, do something
similar. So, we just do filter first number. And if you do this to the Twilio method, which is what you should do,
you'll do this on Twilio and then just apply the number. But for me, I'm going to just do this um because this account
is already verified through go high level. So let's just see. I know I want to run ads for these guys
mainly in Chesapeake, Williamsburg, Virginia Beach, Suffolk. I'm just trying to find one that is one of those places.
Norfolk, that's pretty close. So we just want something that's close to here. So suffoc will be good.
Give 757 which is the number that they want. And then we'll go ahead and edit this configuration. Make sure the calls
go to him for now. Um I have it in my doc. We want call redirects to go actually to the office number. So, what
I am going to do is basically set it to call forwarding and set it to external um phone number
here. This is their office number. So, when they get this phone number called, it's going to go to this number. That's
the first thing. And then we want to have the recording set up as well. So, we save this call recording on, checked
off for the message. Okay, good to go. So, now it will be from this phone number and this is going to be their
phone number in here. It's where all the SMS will be sent from as well. It's already HP verified obviously. Now that
the no phone number is set up, the next step inside of settings is um the custom fields and custom values. Now, we will
set up these fields later. We're going to have a couple questions that we'll ask um inside of the survey like we are
going to ask them, do you have a deck question mark because this is a decking client. And we're going to ask if so,
how big and how old? If they answer yes. If they answer no to that first question, what size are they looking to
build? and the time frame also like the deck. Those are the questions that we're going to ask and we're going to actually
add those as custom fields here. So a single line custom fields and basically like let's say we did the first question
and mapped it. It would be do you have a deck and the description and this would be the contact information and we just
create custom field and then we will apply that to the um the automations. So I'm going to show you how to do that
now. Um, and we'll ask this specifically, but if you were to do this um, yourself, what you would do is in
the actual automation section when you have the web hook that comes in from lovable, that's what we'll probably use
in the new lead automation, you'll have the web hook here, you'll have a create contact here. So you'll have create
contact and you'll add the fields and these fields will be from basically from the web hook and then you set do you
have a deck and then this will be the inbound web hook request which will be like do you have a deck or whatever it
shows up that's how it will kind of look and then you'll add the obviously like the name as well. So you'll add like you
know full name and this will be like name or you know this is how it will look when you map it. We'll actually go
through this specifically in the next video when we create the survey, but this is just an idea about like how
we're going to do that. And then also what we will do after that is go into the marketing
and the emails and go into the specific email templates and make sure that we change all of
them. So for example, the new appointment notification to put that information here. So for example, this
would be like um do they have a deck? And in the contact key1 instead of being contact Q1 it is going to be is there a
button I can just easily press the contact. I don't think there is. Well, basically
the way that would look is like you duplicate the tab or whatever go into the custom fields tab that we just in
which is in settings automations here custom fields and the one that we just made. Do you have a deck? we copy the
field name or copy the key and then paste it in here and then that will show the information after you have it
mapped. So that's what we'll actually go out and do once we have the loable survey and everything mapped in here. So
also the last things that we need to do is the custom values is the most important. So I'm going to do this with
you. This will also like fill in all the automations and fill in all the information on the pages and do
everything there. So your email, your agency email for notifications to you. I'm just going to do my main email,
which is bowenhomewise. Oops.com. And then my agency name. So, I'll just
call it homewise. And then this is A for agency, C for client, email for lead notifications. So
after our onboarding call, I figured out that they wanted, you know, the email for lead notifications to be his
personal for the first couple ones as well as um
yeah, yes, correct. So for now it's going to be this email and you'll get this
information from them as well on the onboarding survey that you will that you'll basically build out. Um but
Here we go. So, this is the email for lead notifications for now. And Facebook Pixel, we can go ahead and put that in
also. I don't have the campaign built out, but you'll basically put that in also once it's built out. The Google
review link to do this. Their company name is the composite guys right here. All you want to do is it
looks like they have which one is the right one? They look like the same one.
They have two locations. I know he wants to double down on this location. So, what we're going to do is we're just
going to do Google view link generator and then we're going to type in the
business and it's going to be the Virginia Beach one.
submit and then you'll get a review link for them. So this right here when we search this up it will redirect them to
leave a review just like that. Now the review link set up we can go back into go highle and we can add that to the
custom fields right here. The next one is the client cell phone for lead notifications. I know for now
that he wants to just use his. After that, the reschedule calendar. To get that link, we'll basically go to
calendars, go to calendar settings, choose the reschedule calendar, and do share. Troubleshoot share permanent
link. Copy. Go back to custom values. So, this will fill into the automations.
So if they need to reschedule then it will put it and hyperlink it inside of the automations correctly. So we have
the reschedule calendar and then we have the color one. This fills out somewhere some places here and
there. I'm not going to even do this because it doesn't really matter but sometimes um in like the survey for
example in the sites we have it so it changes the color but um honestly we're going to build it throughable so this
doesn't matter. the company calendar. This is going to be once again here in the calendar settings, but we press
share on the on-site estimate permanent link custom values. Company calendar.
After this, we have the company email. So, this is where the email automations for the new
appointments are going to be set from. So, for that, we are going to do just his main email.
which I'm actually wanting to check if he has like a set email that he has for the company like a help or help at or
info at. So, let's just check if it's at the bottom or if we have anything similar to that at the bottom.
Um, call us about pretty outdated site as well. I might even make a new website for them to be
honest. Just provide some extra value. It's super easy. Yeah. So, it looks like his email is the main one. So, we're
going to go ahead and put that as like where the emails and automations get sent from. So right here and the company
name we have the composite guys obviously. So we'll just copy and paste that from here
it lets us do it composite guys. Oops.
Okay. And then the company owner name. This is going to be just the first name of the owner. So for company owner,
looks like it's not working. Let me refresh. Okay, this is just going to be Todd
and then the company phone. This is going to be the company's phone. So like the office number,
which um I have in here as well in my document. Important that you format these right.
also. Okay. The company website, we have that as well,
which I believe is we just click on this on this. Yeah, it's just the compositeguys.com,
right? Take that, put that in here also.
the confirmation URL. So, this is going to be the like the URL that we use after we make the funnel of like saying the
appointment is confirmed. So, we'll put that in here after that's done. Same with the Facebook token. Instagram page
URL. I'm actually pretty sure these guys don't have an Instagram, but let me check. So, we go to Facebook. We'll see
it if it's in here. Oh, they do. So, we can take the Instagram URL also. Looks like they just made it. Okay. Now all
the custom values are set and that's it. Like that's pretty much all you have to do. If you want to do lead forms as
well, you have to set up the Facebook integration. Um I have him not set up with the Google calendar availability
which I would recommend. He didn't want it for now because he can take all the volume. So you can take appointments at
any time as long as they're between that time frame. So keep that in mind. Um but that's basically everything that you
have to set up for them. The final thing that you'd want to do is go ahead and do some kind of test just to make sure
things are working. So, if we take um if we open up the calendar, we can go ahead and just test out an
appointment. Um I'm not going to do it yet because it's not like going to know the information of the contact because
we don't have those custom fields mapped. Like what I mean by that is like in the survey we're going to have
questions like do you have a deck and do you have these things and since I don't have that built out yet when it sends an
automation to them it's not going to fire properly. Not going to say that information. So I'm not going to test it
out right now at the moment. But um yeah, just keep that in mind. And um yeah, I mean that's everything there is
to onboarding someone on go high level. I covered everything literally making sure you have pre ATP verified sub
accounts, snapshot import, um automations, making sure you have them all set up. Um I had the meta
integration. So you want to set up the lead forms. If you're doing lead forms, then you would go to integrations. You
would go to Facebook connect your Facebook account, whichever one the page is connected to. Um because obviously
you need connection to your Facebook page and this would be your account as well and then you just connect it and
once it's connected you can basically just press Facebook field form mapping and then you would map the custom value
custom fields to the questions in the Facebook lead form and then you can add that to the trigger to the automation
the domain as well we'll cover in when we'll do the funnel and then that's pretty much it. So I hope you guys
enjoyed this is that was literally me doing this live for a client. So everything's now good to go for him.
Now, we're going to move on to the service delivery part, which is going to be, you know, setting up the offer for
the client, the creative production, the copy, the funnel build, the meta campaign, um the pre-launch checklist,
making sure that this is all good, verified, and tested, which um we'll get into now. So, hope you enjoyed and I
will see you in the next one. Hey everyone, it's Owen and welcome to service delivery. So, this video is
about providing a world-class service to your clients so that we can keep them for years and years, paying us thousands
every month. I currently have clients that have paid me over $50,000 profit over their lifetime.
And this doc is the key to doing that. Keep in mind that this doesn't retach anything that's already in Meta Ads
Mastery. So anything about running ads is in this video. And any live buildouts or resources that help aid Meta Ads
Mastery are either added to the document, the new like this document, so you can check it out or they are going
to be like right below the video inside of the actual video modules inside of the program.
So, it does however teach you how to build the service though through strategy and live buildouts. So, listed
under this video will include multiple live buildouts where I create winning creatives, winning funnels, winning
campaigns, and launch a real client from start to finish. So, you know everything we need to know about service delivery.
In this video, we'll cover native service delivery, finding your or finalizing your customer profile, your
ad offer and price anchoring, creative and copy, funnel and destination, campaign buildout and naming pre-launch
checklist launch and in the first seven days after launch. So native service delivery is the biggest unlock to
improving your service delivery and it's that you build it out natively internally.
So the slow way to do this is to onboard a client into their ad account. So their, you know, Facebook account, get
into their ad account, add yourself as a partner or whatever. Build out their page, set up their pixel, warm up their
account, build their funnel. Like onboarding just takes so long and your first impression will always look shaky
on them and a little scammy as well because like, you know, there's always so many headaches that come with trying
to get access to their Facebook. So, and also you just spent like a bunch of time and money building someone else's
business, which doesn't make any sense. If they churn, you keep nothing. They keep everything. and every client just
starts on a fresh pixel which takes a long time for every client to learn and get the results that you want them to.
The faster way is to build it out natively. So per niche you run one branded identity, one
page, right? For example, Decking Solutions USA or mine right now is Home Solutions USA.
One optimized pixel for every single one of your clients and optimized funnels as well. So, here's why this works so well.
If you have one page that you run all your clients accounts on, you have instant onboarding, so you have no shaky
setup call, no waiting to get anything added to anything. You have a seasoned pixel, so you already have a working
pixel, so Meta already knows exactly what you want out of the gate. So, there's no cold start. You get fast wins
for your client because if your accounts already are working and generating leads, you can just hand a brand new
client an estimate the morning that they pay so that, you know, they don't have any doubt. And then also you can spend
from your own business card. You get points and cash back on every dollar you spend. There'll be a module or a
separate video in this module somewhere or in this program on how to like use your points back to travel forever. Like
you can basically never pay for a flight ever again. Um but the point is is like this is the fastest way to do it. Okay.
The layout is having one meta page, one Facebook page, business page called like something general. So like Decking
Solutions USA or Home Solutions USA or like Homepro USA or something like that and you run all of your clients ads on
that one account and then you have different funnels and for every single you have the same ad
account, same pixel. The only difference is you have different campaigns for different clients and different funnels
for different clients that hook up to individual goal sub accounts. And keep in mind for people that, you know, that
are watching this video that don't have this built out yet, you won't have, you know, a seasoned account or a pixel, you
know, seasoned pixel on client number one. And that's fine. Just start building this stuff fast. You know, your
pixel, your funnels from day one, just so that like by client three, you already are taking advantage of it. And
everywhere below where I say build this funnel or set up this pixel, keep in mind that I meant for your own
infrastructure, okay? Not for every single client. The only thing that you're going to do is like build a
funnel live today with me. But it's important that you understand that from here onwards like you'll just copy and
paste that funnel. You'll just duplicate it with a different domain, different subdomain, same root domain and then
you'll use the same pixel and you'll understand the setup after you see me do it.
So yeah, you will have to set all of this up like this entire document up individually for every single client. If
you have native service delivery, you can use just a pretty much a similar process for everyone that you sign. So
step one, finalize your customer profile. On the onboarding call, you will need to collect this information.
And keep in mind this all will be in a later video in the module like the onboarding call script and live
onboarding calls. You can see how like me actually collecting this information. Um, but you cannot write an offer or set
a price for a business for their ads if you don't understand them. So you need their average job value, their price
range, their service area, their radius, the services offered, what they do and what they don't do, what they actually
want, what they don't want, their ideal customers, so age range, higher end, location, particular job that pays them
the best, and then existing proof, job photos, reviews, like you need all of this stuff. And you get this all on the
onboarding call. So every time you have an onboarding call, I recommend making a customer profile. Like I have one for
this client that I signed right here, just like this. Um, so super simple. It doesn't have to be anything crazy. Just
um some kind of, you know, client profile or custom profile that you can use to help build out the ad campaigns,
which by the way, in this video, you will see me build out the ad campaigns for that specific client in front of
you. Um, the radius matters, you know, for where they want the ads to be ran because it tells you a lot about their
tan. It's very important that if you deed like if you have a larger TAM or a total
addressable market um you can afford a landing page because there's you know more friction is just better quality and
there's more people and more clicks and you can still get a decent amount of volume. if there's a small town and
there's just not that many people because sometimes if you do like a 25 mile radius around an area it's like 80k
people right in a small rural area but if you do around a city there'll be like a million or two million people and so
it's very important that you keep it in a healthy range of like 500 to 1 mil 500 to 1.5 mil roughly
and if that's the case you can afford using a landing page sometimes people put too much friction on your service
delivery on your ads and use a there's like a small addressable market size and because of that they just don't have
enough volume to justify everything. So they use you know lead forms for that. Um if you have any questions on the
logic behind this friction and why this is the case just watch meta ads mastery once again and um it'll explain it. The
customer profile tells you what you need to know about building the rest of your service. The average job value the range
your price anchor which is you know what we're going to set up now. The radius tam so your destination services and
ideal customer like you need this information. This information is what fuels your campaign.
Step two, add offer and price anchoring. So, utilize meta ads mastery for information on ad offers, but for
service delivery, just stick to price related offers. It's the most proven. It's been working for me for the longest
period of time. Um, a price anchor is simply the number that you put into an ad where a prospect thinks, "Oh, that's
pretty reasonable." And for local home services, the number is the offer. Okay? Like how much your price anchor is is
your offer. and you will get it from the customer profile job range, right? Take their average job value, go a little bit
under it. Um, and that's typically usually going to be your price anchor. So, rules for this price price anchor is
you need to anchor inside of their job range. So, for example, this client that I just signed, their lowest job they'll
accept is 3.5K. The average job size is 20K. So, because of that, I made the price anchor 9.5K, which is high. you
know, some people would do much lower than that, but just because of the the market and the average job size. That's
how I knew. It's just a little bit more than the floor, right? Ideally, I might even want to be a little bit lower and I
might try lowering it to like 7.5, but I understand that this client wants quality and so I'm not going to be the
one that like prevents them from getting quality just because I want to get a better cost per lead. You know what I
mean? So, that's what I would recommend. Um, don't go below their floor. keep it reasonable, a little bit above their
floor and um understand that if you have a little bit lower, it'll get you more leads but less quality. If you have a
little bit higher, get you a little bit higher quality. Also, never use round numbers. Never use 5K or 8K or 7K or
10K. The reason why is because it sounds like marketing. So, use some kind of odd specific numbers like 5.5K, 7.5K. Um
that helps in the homeowner's eyes as not seeming like marketing. Comma versus no comma starting at or for less than.
If you say starting at 5.5K, it'll get you higher quality. If you say four less than 5.5K, it'll get you lower quality,
etc. Also with a no comm, so you can kind of manipulate these in your ads to just like influence how much volume
you're going to have through. Um, and I'll go through like the scripts and stuff that I use for this, but um, the
6040 rule as well, like run roughly 60% of your creatives towards volume and 40% towards quality. That's what I would
say. Um, you want enough volume to feed the pipeline, but enough quality to protect the close rate and the average
order value. It depends on the client and depends what they want, depends on the area,
depends on a lot of things. Um, so keep that in mind, but this is a good rule of thumb. Also, handle the price
objection inside of the ad. So, if your anchor sits well below what the market expects, you know, like a 5.5 deck when
people assume 10K, the prospect's first thought is like, why is it so cheap? What's the catch? So, you want to
pre-handle that in the ad by explaining a little overhead. You know, same materials as the big crews. We just, you
know, don't pay for a fleet of trucks and a wall of billboards and whatever it is. Like, we don't pay for this extra
stuff so we can afford, you know, charging less than the bigger guys. Um, step three is creative and copy. So,
creative is 80% of the result and by far the most important aspect of service delivery. For a live example, below this
video, click service delivery, um, which is the video that you're watching right now. Under this video, you should see
live creative creation. Okay? Okay, it's a video of me literally just making creative um a winning video ad as well
as a winning couple picture of ads. So, also just a couple winning picture ads. So, you can check that out right below
this video. Um I also go through scripts, prompts, all that good stuff. So, check that out below this video. Um
and for more details about creative copy, just see this video, right? And the resources that are under this video.
This video also will change over time. Um the video will stay the same, but the resource will change. So, if anything
got added to it, you can always just scroll through and check. And for inspiration on what you should add for
your specific niche, use this winning swipe file of ads. Keep in mind, we only have one niche in here for right now,
but I'm in the process of adding pretty much all of your niches. Uh, so when you check this, there should be more.
Another thing here is an ad vault as well. This is something that I've used in the past that's been very helpful for
me. So, you could have a creative vault with all your different types of creatives and numbers for them so you
can organize them. Copy vault. Um, you can have all of your different copies here as well with the headline,
description, category, what type it is, the offer vault. So, like, you know, for example, this new campaign I'm running
for my guy is the offer price 9.5K starting at for decks. Um, and a cate category, it's a price related offer.
And then the copy vault is I have the copy in there, which I can actually go ahead and just show you. Yeah, this was
the copy that I use in the video. So, like for example, like let's say um I want to log this and like actually track
it to see if it works well. You would just put it in here. Headline. My headline for that copy was I believe
this one right here or something similar. Um and then the description
I did something like this. And I believe I actually changed it later on to match the headline of the landing page better,
which you also see me build live in this video. The point is is you can put your creative in here, put your files in
here, um, just so you have it in here in one certain place. Then you can also have a naming scheme for all them so you
can track what works and what doesn't. And right now it's for each one. So I would recommend using that also. So step
four is funnel and destination. Um, if you want to see me build out a w live funnel and more specifically this funnel
right here, this winning funnel right here that I built for a client of mine, um, you could check that out in the
description of this video as well. It's called live funnel buildout. So just watch me build this from scratch. And
then also just for a refresh from meta ads mastery lead forms native to meta lower friction cheapest and high volume
of leads lowest quality. This is good for a small TAM and with a book booking page. Here's the actual setup for that
landing page. More friction pricier but you know a better CAC which matters the most for bigger companies especially.
You know you want their customer acquisition cost to be as low as possible. um and your average order
value and stuff. So like that's why I have a decent amount of friction on here and why this page is, you know, so heavy
is just because we have a higher TAM and we also want just really quality leads. Step five is campaign buildout and
naming. So under this video as well, you'll see me building out a campaign live. It's called live campaign
buildout. A lot of this module is just me saying go watch this live video. Um but you'll watch me build the campaign
live uh with all the meta settings, all the placements, go high level integration, all that stuff. So, if you
want to watch people build the funnel, I would recommend watching that to see how I integrate it with pixel and making
sure that's accurate. And then also the live campaign buildout. Um, also that's under this video. Naming convention is
optional. This is not required, but sometimes it helps, you know, to get a better idea. And if you can have certain
names for your creatives as well, that's where you can kind of come up with those in the mark in this uh ad vault here.
Just like that. Um, yeah. Yeah. And then when you duplicate the adset to iterate, you can just bump it to V1 or V2,
whatever it is. Step six is the pre-launch checklist. We'll go through this in this live campaign launch video.
Just going through all of these checklist things that you need to check off before you can actually launch
someone's ads. I will say like the most expensive mistakes come from rushing this process. So many people rush this
process and just want to get ads live as soon as possible, you know, but sometimes there's a price mismatch.
sometimes, you know, there's an error in the captions or the wrong CTA or just like some stupid small error um or like
the pixel's not working, whatever it is. So, use this checklist for every single time that you launch new clients um just
to minimize that chance. So, go through all this and I go through all this live in front of you in this
video under um under this video right here that you're watching called live campaign launch. So go ahead and click
that, watch that video, and you'll see me go through all these all this this whole checklist as well as the checklist
in here just to make sure that everything is as high converting as possible so we can get the best results
for our clients. U I will say also that the main thing that matters after publishing is getting
the client a first win fast. Okay, you want to get, you know, you want to get them a fast win, especially if they're
fronting ad spend. So your only job in week one is just get them their first booked estimate, ideally their first
shown booked estimate. Buyers remorse usually sets in 24 hours after purchasing something. So see what
you can do to get wins as fast as possible. Whether it's like a Google review campaign, database reactivation,
whatever it is, um just bumping up the ad spend more in the beginning, whatever you can do to get fast results will help
your clients um feel a little bit less buyers remorse. So, the first seven days after launch,
now that you're live, do not mess it up. Okay? So, don't mess it up by changing things. Most campaigns fail because
people mess with them too much. It's not because the system's bad or the ads are wrong or the tracking is not right.
Like, it's usually because people just change things too often. Do not make decisions until an ad has spent at least
three times the target cost per result. For example, if your goal is a cost per lead of $40 and a singular ad has spent
$120 and the metrics are looking questionable, that might be when it's
time to change things. And if this is completely unfamiliar to you, rewatch Meta Ads Mastery for accurate decision-m
from data. It's very important that you understand this. Things to keep in mind is that leads
come in waves. the algorithm delivers in clusters sometimes because it's testing out different audiences like you can get
zero leads for five days and then get four in one day. So don't panic if you have fine metrics and also keep in mind
regression to the mean like over enough time things will stabilize especially over enough spend. External factors can
influence lead flow as well like Sundays are slower big economic news days um you know ducking obviously in the
winter it's super slow and depends on you know the niche. So do your research about what niche you're in and make sure
you understand like the seasons and the seasonality um that influences it. Audience pool exhaustion as well. So
after a strong week or two, meta works through the pool and goes hunting for the next batch. So sometimes you just
have to give that a time to find the next type of like the next audience that would be interested in whatever the ad's
offering. If leads fully stop though for three to five days straight and you've ruled everything else out, just manually
restart the campaign. But make sure to diagnose and go through the metrics first. Once again, if you want to
understand like the scale thresholds for killing and keeping ads, you know, analyzing bottlenecks based off metrics
and scaling them, use metadata ads mastery. Once again, more specifically the section scaling with data and media
buying and testing cadence. Bonus advanced retention tactic. When you're controlling the spend, you know, with
native service delivery, you can spend faster to hit a goal sooner, especially if you're confident in what you do. A
client spending at $50 a day versus $100 a day, like you'll literally get double the results in the same amount of time.
So, just keep in mind that faster cash will counteract all their buyers remorse and keep them happier in the beginning,
which helps retention. However, there is some risk if you're covering ad spend, you're fronting more ad spend there,
right? If they're paying ad spend and they pay you in like ad reserves or whatever, like how I have it built out,
then there is really no worry. But on a paper result model, make sure you protect it in your agreement as well.
And a faster result, you know, a faster first result especially is almost always worth it. So if you can get faster
results for them by increasing the budget, being a little bit more ballsy, do it if you have a proven system.
There's no reason why not. So to recap, native service delivery, build this out. Finalizing your customer profile. I'll
go through the actual onboarding processes later in a video in this module later. Offer and price anchoring,
how to build out your offer. Um, I would literally talk to Claude and do it based on your customer profile, how
you should structure the offer and price anchor. You can literally send it the PDF with this creative and copy as well
as a live buildout of me doing it below this video. You can check out funnel and destination as well as a live build out
of me doing that as well. Building a funnel for you live and linking it to go high level. Uh, campaign buildout and
naming. So, optional and a live video of me building out campaign under this video. pre-launch checklist, things you
need to make sure you do before you launch. Go through this literally every time. I would save it and SLP it
yourself. And then step seven, launch and a video of me live launching a client campaign in the description of
this video as well. Um, and then finally, the seven days after launch. So, I hope you enjoyed this video and
um, yeah, if you have any questions, feel free to reach out and I'll see you in the next one.
Hey everyone, it's Owen Resund and welcome to live creative creation. So, in this video, we are going to be making
some AI video ads as well as AI image ads. And these are going to be pretty much all the creatives that you want to
run for your clients. Obviously, like don't copy this exactly, okay? Change it depending on what niche you are, um,
what script you use and different angles. And this is just what's working right now. So, this will change. So,
keep in mind I am however going to make an AI video with you guys um on Cap Cut as well as an AI image ad or two on
Higsfield. So, I'll put the prompts in here as well. For now, I have the AI video scripts in here. Um I will also
make some um AI image ad prompts and I'll just put them in this doc and put this doc under this video as well. Uh
but just for now, just so you guys know, what we're going to be doing is using a price related ad offer that we made
inside of the um service delivery video. So if you're coming from that video, that's where you should be coming from.
Um but if you go to the ad offers ad offer section, we do cover um creating some kind of offer that's similar to
this. Yeah. So a pricing anchor um offer depending on what service. Now, I used my customer profile, which is right
here, to kind of determine where I should price anchor. I went with 9,500 because the average job size on where
these guys are working is like 20,000. Um, so I think 9.5K is a solid low range where it's like half of it. It's should
be a good price anchor within the ads to explain that like, hey, we have good services. We have the same materials as
the older, you know, as the more expensive guys, the bigger companies, but we just have low overheads. That's
why we can charge less. And that's going to be the, you know, the offer in the ads. It's the winning offer. So, there
are some things we can do, comma versus no comm, um, starting at for less than. I want to go with the starting at
probably for most of these. Um, I guess starting at would be much lower. Yeah. Or we we could go 9.5K like four
9.5K or starting at 7.5. I just don't want to keep it too low to be honest. But let's go ahead and ask Claude.
That's what I've been doing to be honest. Um should I use 7.5 or 9.5?
And then also what I had went ahead and do did is I went to Pigsfield into the video section in Seed Dance 2.0 know uh
with 916 and 720p and 5second videos of just basic B-roll videos. So this one was a create an ultra realistic video of
a crew making a deck in super fast mode just like this. I'll probably use this one um for the start of the ad. Then we
have one of a crew. We have one of like a giant company. We have one of just good materials getting placed in. We
have one of a finalized finished deck um which looks great. and we also wanted one of their area. We decided to like,
you know, push that into the ads as well. Um, so let's see what this said in regards to that should be good. So,
basically the first thing we're going to do is we have a bunch of B-roll and I am going to make some more B-roll really
quickly. Um, job being completed. So, we're just making some simple B-roll
with 5second videos. These are going to be somewhat shorter ads because we don't really need them to be too long. And how
we're going to actually go about and make these is using Cap Cut. So, I'm going to open up Cap Cut as well. I
usually use Da Vinci to be fully transparent with you. But CapKa has a lot of good options, especially for like
um what we're trying to do here with it, you know, when it comes to sound effects, when it comes to transitions
and a lot of stuff like that. So, let's go ahead and just open this up here. So, I got the ultra wide monitor. Um, okay.
So, first things first, we're going to go ahead and just import all this B-roll.
So, I'm going to go ahead and just download it first. Okay.
And we have one new one coming in as well. What we'll do is just import all this um all these videos.
Yeah, not quite. Okay. And now that we have that, we have the general order of like how I want to build this, which is
like I want to do the fastmo one first because I did some research on Facebook and this is something you can do with
your own niche. I looked up on Facebook the just like decking replacements, deck replacements, deck jobs, and I can show
you what I'm talking about here. If you look up deck replacement or your niche or whatever on um
on Facebook, you'll see uh you'll see like outliers of videos and videos with like
thousands and thousands and thousands of likes and comments. And a working concept that I've seen for all of
contracting is like the really sped up videos. I saw a couple videos and I think I might have saved them somewhere.
Um, but I saw a couple videos that had just like an insane amount of views and likes. And honestly, like it's very
important that we get good reach on these ads. That's the reason why I kind of cater towards that. Um,
yeah. So, that's even a great idea right there, too. That's a really great idea. This is more for like decking materials,
though. Um, Let's see what else we can just find. I just I'm just looking on what organic was because the line
between organic and paid is like one, right? There's no difference in performance between organic and paid
when it comes to like um yeah, so see this one is this good one as well. Um it's just a sped up video, right?
That's like something that's working really well format. So that's what I'm using for the first part of this.
Um and none of these are really like huge outliers. Like I'm looking just a couple hundred likes on each one. I
would like to see ones that have, you know, crazy outlier potential, but for now, I
think we're just going to go with what we have. Okay.
And call it good. So, let's go ahead and take the other video as well from Hfield if it's done yet. Doesn't look like it
is, so no worries. So, we're just going to basically plop this. Obviously, there's a ton of VS sound
effects that we can turn off. Um, and the way that this is going to work is we have this script and we can basically
use this to create a voice over. It has 11 labs on this. So, that's pretty much all you have to do. Um, this is for the
specific voice. Um, let's go ahead and do 11 labs here and hear the different voices. Okay. So,
we're going to just throw one of the scripts in here and just have it u basically voice it over. So, I'm
thinking for this one, we'll just do one of each for now, just so we have some options. But, we'll probably just do the
general one because this is the general one right here. >> Steady, warm, and seasoned with a bit of
southern heart. I am Sloan. >> I love diving into the why behind the how your body was once a star. I'm Zoe.
>> Okay. >> I love diving into the why. >> Yeah, Zoe is really good. That's that's
great. Let's go ahead and do that. Okay, let's generate that and then we'll throw it in cap cut and continue
for now. Let's also check the other one as well. Should be done by now.
[music] Okay, let's see. There's the audio. Let's grab it and then throw a cat.
Okay, because it's much shorter. It's just much faster with speaker, which is good.
a brand new deck for $9,500 near Hampton Roads. We're locally owned and operated, so we're not a big Hampton Roads.
>> Okay. And then we'll just do a lot of cutting here with the audio to make sure it's clean. So, right here, we'll just
do a splits here. We'll do a splits. And then we'll go ahead and
all this audio. Hampton Road [music]
for $9,500 near a big
company. We don't have 20 offices, 50 trucks, or 100 billboards. We run our business like machine.
>> Okay. Okay. So, we'll generate a few more of those and then we'll probably use glare um a glare uh transition
between these clips as well. So, probably do let's look these up. Glare probably the normal glare is pretty
good. Let's see. >> Dollars near Hampton dollars near
Hampton Roads. We're locally owned and operated. So, we're not a big company. >> Yeah.
>> We don't have 20 offices, 50 trucks, >> or 100 billboards. We run our business like a lean
machine, which means we have a small team, run our own crews, so less over ultimately
prices for you. All of this while still using the same high quality materials these other contractors use. Okay.
>> Audio sound effects, mouse click. I actually like this. And we can take this and make it much
quieter. >> Hampton Roads. >> Yeah, it looks great. And I do a little
bit louder to be honest. 13. Just line up once for each transition. >> Cool. Check it out.
>> A brand new deck. $,500 near Hampton Road. $9,500 near Hampton Road.
>> Okay, let's add some music. [music] [music]
>> [music] [music] >> owned a brand new deck for $9,500
near Hampton Roads. We're locally owned. So, we're not a big company. We don't have 20 offices, 50 trucks, or 100
billboards. We run our business as a lean mean machine, which means we have a small team, run our own crews, so less
overhead for us and ultimately better prices for you. All of this while still using the same highquality materials
these other contractors use, but charge three times more. Want a fair price for your deck? Click the learn more button
below to get a free estimate. >> So for captions, I like to go to templates and find one that's like glowy
and big um and a little bit more, you know, noticeable. So let's see what we have
here. This one's pretty good here. I like that one. >> I don't know if it's good enough to be
honest. >> A brand new deck for 9,500 near Hampton Road.
>> Okay, this is much better. Let's go ahead and increase the font size slightly and then move it um the Y axis
just a little bit. So, we'll just move it up um probably about to the middle bottom
three. So, 750 maybeish. Let's see. That's probably pretty good. >> A brand new deck for $9. A brand new
deck for $9,500 near Hampton Roads. We're locally owned and operated, so we're not a big
company. We don't have 20 offices, 50 trucks, or 100 billboards. We run our business like a lean mean machine, which
means we have a small team, run our own crews, so less overhead for us, and ultimately better prices for you. All of
this while still using the same highquality materials that other contractors use, but charge three times
more for. Want a fair price for your deck? Click the learn more button below to get a free estimate.
>> Okay, so now let's make some image ads. Um, I'm going to show you some winning ads that I've used in the past for my uh
roofing clients and other clients as well, just to kind of give you some inspiration like how we're going to be
doing this. The authentic selfie has been very high performing for me. So, that's been working really well. This
style as well has been working well for me. So, the starting at price with the the ad offer here um and yeah, selfies
and stuff. So, we're going to go ahead and make something similar to this and simil similar to this. So, for the
prompts for that, we're going to use 1:1 um aspect ratio at 2K in Pro and just say make me I'm just going to tell Claw
what I want. So, make me a Higsfield prompt to make an ad like this but for decking
instead. Make this starting at price 9,500. Okay. So, we're going to go ahead and do
that. So, I know this guy's target market pretty well, and I know that they want um you know, some kind of military
push in the ads. So, I'm going to go ahead and just use these prompts in Hicksfield.
Just like that. That's going to be one. It's also important to keep in mind the area as well because I just got one that
just generated this and it's in like a cold environment and I want to make sure it's in the correct location. So, we're
going to go ahead and make sure it's in this area and regenerate it. So, for the 22 grid one, I'm also going to make sure
that it's in the right area as well. Um, once again, we generate some pretty good looking creatives, but a lot of the area
like this house is not going to be the target demographic to be honest. Um, these are pretty good actually. This is
pretty good. I do like it. Um, just in case though, let's go ahead and make a couple more of them. Okay, this ad is
awesome. So, I'm going to go ahead and download this. Yeah, these ads look great. Um, I'm going to go ahead and run
these. I like this one a lot because it has proud to offer military discounts. So, we'll probably go with this one as
well as this one because this is probably the ideal demographic. Um, so we'll go ahead and download these
two and those will be the creatives. So, I hope you enjoy this video and I will see you in the next one. Hey everyone,
it's Owen Rensland and welcome to LiveFunnel Buildout. So, in this short video, we are going to be building a w
winning funnel from scratch. Um, this is going to be a one-sizefits-all for all of your clients that you can use. But
the way that I would recommend doing this is you make the funnel once in lovable. And then all you do when you
sign a new client is just duplicate the project inside of Lovable and then change the domain. But first things
first, let's go ahead and go into the agency or a client sub account that we have just to give you an example about
like what we're going to be building here. Inside of the snapshot uh that we have for client fulfillment, you will
see a client funnel template here that is inspiration that looks something just like this. This funnel is old and slow
and not that well converting and not that prettyl looking. So, what we're going to do is make an entirely new one
from scratch. And I'm just going to go through and work through this live in front of you and just show you like how
I would go about building one of these funnels. First thing we're going to do is ask what we want. Now, this funnel,
the criteria for it is everything that's on this page right here that's in meta ads mastery. So, we're going to use this
to help us build this page. I'm going to go ahead and download this as a PDF and then give it to Lovable as detail.
So let's go ahead and attach this as a file. Help me create
a high converting landing page for home improvement company. Home improvement
companies. They will be coming from ads like the ones I attached.
We're going to attach some ads as well just so the congruency is there. Um it'll be stuff like this, stuff like
this. um stuff like this. If it can load a video
the page to have a high converting and mobile first survey that asks these questions in this order.
So the questions that my client wanted to have asked are basically do you have a deck as the first question
and if the answer is yes then the follow-up question is put and here because we're
doing this through a blanket page like Home Solutions USA um some companies want the information known that it's
like through their company uh So, we can do that by adding the company name in this landing page, but to keep it
simple, we just want to make sure that they understand the most important parts of this funnel to make it stronger. So,
I want a spot to show lots of reviews. I want no hidden fees, showing licensed and insured,
military discount op supported. This is really important because of the market area that we're
doing it in. Um, we also want um, yeah, make this a really strong and high
converting page. Minimal friction, super simple iPhone first
and then a booking calendar for the estimate which is a go highle calendar at the end of the survey.
no specific qualifications like they'll work with anyone. Calendar at the end of thing is going to be connected to this
sub account. So we can go ahead and just embed that calendar in there as well. So we'll do the on-site estimate share
copy permanent link. Actually we'll do the embed code. There's the calendar to embed at the end
of the survey to book a free estimate. Okay. Um, yeah. So, this is all great. If we
actually look at the website of the company that we're about to we're building this for,
I believe it's this right here. This website. Yep.
So, it actually looks like their website isn't even loading to be honest, which is a little concerning.
There we go. So, it's pretty outdated, pretty old. So, their color scheme, I'll just give them the the look of their
page. I attached the look of their current page. Don't take any inspiration
other than some slight color inspiration just so it looks on brand. [clears throat] And also, okay,
display the social proof as well as a like carousel that cycles
of like where it says class A contractor, etc.
And then let's see, these are actual job jobs that they've done. So, we could actually take some of
these. We don't want too much friction, to be honest, on this page. We're going to
keep it as simple as we can, though. So, I'm not going to put any of this into the landing page. Um,
yeah. So, let's just give it this information. The current calendar that they have for conversion is like pretty,
you know, it's it's pretty crazy. Like, obviously, there's a lot of friction here. There's lots of places that they
can click on and all this stuff. Um, and then we are going to also put their logo as well. So, I'm going to download that,
throw it into Lovable there. Okay.
So, let's just see what it pops out with. Um, this is going to be the fundamentals of
what we're going to be building. And obviously, it's going to be iPhone first. So, we're going to let this start
building it. And um yeah, once this is done though, we will edit it, make sure it looks good, make
sure it's high converting. We'll connect the funnel to go high level. So we'll actually go into the automation of the
sub account and connect it because obviously like the survey and the lovable funnel is going to be connected
to go high level through web hooks. So the way that that'll look is like we'll put an inbound web hook here and we'll
send loable this information and add a contact here and then choose the fields. So, I'll show you how we do that. Um,
and then yeah, we need a this is going to be a question as well, which I forgot to add. Um,
cl the contact. Make sure add a question in the form with the contact information
like name, email, phone number, address and then forward that to the booking calendar at the end as well. So there's
minimal friction. That's something as well that you need to have in place that's a part of this
um conversion rate doc. Is there anything else? Page load speed we'll fix at the end. um congruency and visual
credibility. We'll make sure that that looks good. We can add some social proof under it as well. Um message congruency.
This is one thing we haven't actually built out the ad campaign yet. So, we'll have to mess with this. The way that
this will typically look though is the winning messaging is just, you know, job starting at 9.5K or or whatever like the
offer is that we're going with. So, we can write that here as the headline at the top of the the lovable funnel as
well. Um, so we'll watch this build it and then
other than that, we'll make sure the copy, we'll make sure the page can actually answer all
these questions and that it's high, you know, high page speed loading, um, user experience. So, yeah, let's see what it
builds and then we can go from there. These guys do have a pretty strong Google page presence. Like, I'm not
going to lie, when you look up their company on Google, it's got tons of reviews. It's got lots of information on
there. And I'd love to showcase that in the page at some point somehow. So
yeah, we can go ahead and give it that information as well. Okay, let's go ahead and refresh it and see what we've
got so far. Okay, so for the phone right now, this is way way way too much going on.
Okay, we're going to tell it to remove some of this information because yes, it's got some good information. It's got
some proof and it's got some stuff, but like this is way too much going on. Like you click on this, you don't know where
to call. You don't know where to click this. You don't know where to click that, click these. Like you really don't
know what the hell to do. So, we'll reduce all the friction. Remove everything that doesn't need to be
there. And this is the survey that has you filling out right now. Do you already have a deck? Um, yes, I have a
deck. How big is your current deck? um their minimum size is at least 180 square foot and above. So
we'll actually change that to be 180. This is survey to be under 180 square foot
instead of 200. And then roughly how old is it? Project done.
property address and see available times. Yep. So, they fill in this information.
Let's test out if it autofills. Let's do owend [email protected]. Yeah. So, that autofills properly. The
full name doesn't autofill. Um location. Okay. So, we're going to have to mess with this form a little bit
and set up a high level, which is just fine. I believe the form it has set up for
right now is the appointment booking form. Yep. So, if we Okay. Yeah, it looks much
better now. Way, way simpler. Get a free instant quote. Take 60 seconds. No phone calls until you book. Um, Google rating.
The Google My Business link. I don't really want it to be clickable. That's correct, right? 4.2 78 Google
reviews. Um, radar 78 Google reviews. So, I'm
actually going to click on this share
and it's fine. Make the Google rating redirect to this. Get a free instant quote
quality. Let's see. No hidden fees. Make sure this is optimized for mobile. discount as well. I don't really like
the idea of having this take it takes 60 seconds because it has it right here and here
and I just don't want it at all to be honest. The calling CTA as well. This is something that we could keep. Um
I don't like this. I want All right. Licensed looks good. Um this looks pretty simple.
Oh yeah, that's great. Perfect. Okay. Yeah, this is this [laughter] is going to be super
high converting. Um yeah, so this is our inspiration. We don't have any prepare like call here.
So, I'm just going to remove that. So, we'll have it remove that. All right. This This is a pretty high
converting looking landing page. Like, I'm not going to lie. This is going to print. Cool. So, let's go ahead and just
save this. And we want to test it out as well. So, let's go ahead and fill it out. How big is your current deck? Um,
[snorts] let's do one. Let's do Let's do No, I want a new one built.
What size deck are you looking to build? um 180 to 400 1 to 3 months.
Send your estimate to [email protected] to see if it saves properly. An address.
We actually don't want the address to be Yeah, we do. Okay, it's fine. Okay. See available times.
Okay. And then if someone was to book an estimate,
they can book one in. And here's the first issue.
This survey and form does not look good. So, let's just fix it. And then we'll also have to add the custom values in as
well, but we'll do that in the pre-launch video.
So, we're going to add a custom domain to this also. So, let's test it out. Yes, I have a deck. This is a lot of
friction. I'm not going to lie. Like this is a ton of friction. If the TAM the total addressable market is smaller
for this company, I'm going to reduce the friction by a lot. But this is the information that this guy wants. Pick a
good time calendar. Okay. So all this autofills other than the full name. So we'll have to fix
that. So for the thank you page, the inspiration that we have for the thank you page inside of the funnel template
is like a customcoded one that looks decent, but again it doesn't look congruent at all. Um, expect our call
soon. So, I'm going to screenshot this and then send it to Lovable and say this is like an idea about what I want to
see. See a similar layout for the thank you page, but actually make it look like it
belongs in the funnel. Add social proof, everything they need to get confidence
in the company. I also want to embed their Google My Business profile as well which
is right here. So we can press share which is that um
okay so let's just press next and this is going to be the page make it slashthank you
okay so let's see if that worked They pick a time.
They still get the location option here. And I'm pretty sure that this has to be a problem with the M go high level
somewhere. Oh, obviously it's this right here. Um, so this information right here is going
to be their address, right? Whoever enters in the address. So that's going to be the contact full address.
So just to verify I see this, you know, jobs they have done in the post booking page.
I'm going to include some screenshots of jobs that they've done which are on their website. They've got a lot of a
lot of testimonials and pictures and things. Wow. Yeah, they got a lot of stuff on
here. I'm just going to take it all. Give it all to Lovable and see what level does with it to be honest. Yep.
Contact full address is going to be correct there. So, we have that set. We have this at high priority because he's
going to be the one taking the appointments right now. Save changes. There we go. So, that'll fix that. Um,
next thing we need to fix is screenshots of these jobs. There's so many of them.
I'm just going to like include all of these. Let's do one, two, three, four. I am
just sending you tons of stuff for examples. Okay, [snorts] cool. Looks good.
Now, when we fill this out, boom, perfect. They can book. Then after they book, let's just make sure this works,
which actually I'm not going to do because I don't want the my client to get notifications quite yet because we
don't have the custom value set up on like what the job type is and all this stuff, which we do need to set, which
we'll also do in this video. Uh the thank you page. Thank you for choosing us. Expect our call soon. And see,
notice how I'm building all this on a mobile. Mobile first. Go high level wise. All we need to set up is the
automation and then the custom values. I do want reviews to be higher up though on this page because that's probably the
best thing. Social. So that's doing that. Uh once that's done, then we can go ahead and connect
it to go high level, connect the automations, everything else. Um okay. So now let's go ahead and connect the
survey to go high level. We're going to go ahead and add it to the 1.1 new lead automation. That's all we have to
change. Everything else is already set. Now we already have it set. So when someone books an appointment, they will
get removed by getting added to this workflow from all lead nurturing workflows. So what that means is all we
have to do is just trigger this as a normal new lead as we would with the survey typically, but instead of the
survey, we're going to be using an inbound web hook from Lovable. So the first thing we have to do is ask tell
Lovable. Basically, I all I did is like say, okay, make it so a survey submission
is a new lead inside of GHL with a inbound web hook. So, all you have to do is tell it that
and it's going to ask for the URL, which we just got here. So, you copy that. Okay, drop the URL.
So you send it. Once that's done, it's going to tell you like how to map it and also you're going
to ask it to basically make a payload reference which is right here. So let that do its thing.
By the way, this looks really good. Like I think this is going to convert very very well. The headline will change
depending on what we actually decide to go with. I think we're going to do like the the veteran approach for the actual
ads just because that works really well in their area. Okay, says check new requests. There's the payload. If it
doesn't send you this right away, just ask for it. Just be like take a screenshot. It says no results. Attach a
mapping reference. So save this as a trigger. Create contact and you'll add the fields. You could start off with the
basic fields. Um, but if you need the exact ones as like what to build, um, you can ask Lovable, but it should send
you, you can ask it for like stuff like this, like what it wants you to map basically. So, first things first is
just the full name. Um, actually, let's just do first name, last name, and then that's going to be
the trigger from here. first name, last name, and then we'll do email.
Email. Do phone number. Phone number. And then we'll do address.
Okay. So now we have to make a couple of them. So we need what we need project type has existing deck current deck size
deck age. Um so all of this information to make in custom fields. So let's just go ahead
and go to settings go to custom fields create single line contact and then chooses us the names. So project type
project type do another one we'll do has existing deck
and then we'll do current deck Guys, okay, create that deck age.
Again, this is a lot of friction. Like I'll probably remove friction depending on their market size, but I have a
feeling the market size is actually pretty big, so it might be okay. deck age
and then desired deck size and timeline. Okay, so now that we have all that done,
we can go back to the automation and map out those fields as well. First things first, we're going to go
ahead and map out u the project type which is what we just made there.
And that is going to be project type here. Then we are going to map out has
existing deck. Oops. And then the current deck size.
deck age, desired deck size, and then finally
timeline. Okay, there we go. So, it's going to give us all that information in there.
Um just as a bonus feature all you can uh you can basically add this as well to the information. So for example this
actually nothing needs to change here. Um but we do have to change the automation that has the notifications.
So if we go to the alert workflow and the new lead automation the internal notification this is going to be going
to the company email. We can basically change this information here. Email template not found.
So this is the internal lead notification. So new lead internal notification.
Okay. And then about the lead. This is where we'll have this new information that we just put in. So what we can do
is actually duplicate this tab and then just put all the new information in here that we have inside of lovable. So we
have project type just just all this information basically. Um we already have the address and all that down
there. We just need this information. So, we can do project type. Okay. And that's all the
information that they want about the lead. It's a lot of information. Um, but uh yeah, so this could be 18. And
then for this, we're going to put in all these contact fields. So, there's no good way to do this now other than just
copy and pasting it from the automation. So, I would recommend just going to the new lead automation
and then getting it all from here. So we have the project type. Um or we could just do the actual
project type custom field because it has it mapped to it now. So the way we do that is go to settings custom fields or
I guess custom. Yeah, custom fields. Um timeline you just copy and paste it here. So timeline.
There we go. Let's add a space. And then desired deck size. And then again, the friction will
probably change. So, we'll probably remove some of these in the future. Um, we'll see
project type. Okay, perfect. So, we'll just copy and paste all that and save it because we are going to have to put this
information inside of all the the notifications. So, sometimes when you edit them, um, it goes back to the
original snapshot of like what it looked like. So, make sure you change the name to be the correct name and everything.
So, let's save this. Um, okay. So be from name from Owen Rensland,
company email to company email, all the information.
Okay. As well as here, just copy and paste it here. Project type, timeline, just all that
good information. And then we'll also do the same thing with the employment workflow.
So this one's just going to be the internal notification here. All we have to do is
do this. I actually like the look a lot more where it's cleaner and smaller like this. So I'm going to change that with
the original one also. So this is all correct. And then here as well.
And then we'll do the new lead alert as well. We'll just update it
so it looks a little bit cleaner. Okay. There we go. So, that's pretty much it.
Sometimes it has a weird habit of doing that. So, we'll need to fix that. And then make sure it looks good in the
appointment one more time. Looks good. Great.
All right. Looks good. So now we can actually run a test to see if all this is working.
Um, we can get that going. And then also what we need to do inside of the custom
fields, custom values as well, is add the information. We'll add this in the pre-launch video. Um, color we won't
worry about. And then the confirmation page URL is going to be the new URL that we have here. So, if we look this up, it
should be opening up now. I believe it's SL. Thank you. Yeah. Oh, yeah. This looks amazing.
Heck yeah. Perfect. Cool. So, we'll put that in here. And that's pretty much it. In the
pre-launch video, we'll set up the pixel. Um, just a hint, all we'll do is ask it add pixel to this and it'll
pretty much do it for us. Um, but yeah, that's the page. It's super high converting. We can even test out a
booked lead and appointment right now. You know, the the mini thing works there as well because level is amazing. So, we
can search this up. Yes, I have a deck 20 to 400. I want the project on ASAP.
test leadgmail.com. Okay, you're set. Oh, and pick a time.
Schedule appointment. Thank you for choosing us page. And we'll remove this edit with loable as
well. There we go. And now
let's check it out. Allow that. Yeah, this looks great as well. Um, did I get the SMS message? I did. Looks
great. So, that's good to go. Now, let's see if our client also got the notification.
Owen has booked an appointment. Um, now we're seeing some information.
You have a new appointment. The information in there. So, all of this does look good as well,
but I'm noticing that these this information isn't showing properly. So, let's first check the contact.
Yeah. Yeah. It's looking like none of this actually showed up. So, let's go ahead
and fix that. So, I'm assuming what that means is that this web hook didn't fire properly.
Let's tell it. The contact was created well and works well. The email deliverability is bad.
So, what we'll do is we'll actually just like go ahead and overhaul that quickly. Um, all you have to do to do that is go
to email services. Um, create a dedicated domain. There we go. Now, he has the information
as to the book deployment. This gets sent to his number. And then this is the person that, you
know, it obviously sent to, which is an actual contact. Okay. So, we'll do one final test pre-launch just to make sure
everything's good. But that's the entire landing page set up live in front of you. Um, this is a super high converting
page and I have no idea, no doubt this is going to crush. Um, so thank you for watching and I will see you in the next
one. Hey everyone, it's Owen Run and welcome to live campaign buildout. In this video, what we're going to do is
use the creatives that we've made in the past and basically build out a campaign also with the landing page we built as
well. Now, in preparation for this video, I went ahead and did some research on ad library and seen, you
know, has kind of been working. Um, this concept has seemed to be run a lot, so I'm assuming it's probably a winning
concept. Um, so I'm adding the company's guy's name in here. Um, and then this is the option two, which has worked from
for very well for some of my ads. So this is an option as well. And then the headline options and the description
options. This is what we're going to be using to build up the campaign. So first things first, let's go ahead and just
create a new campaign. This is going to be under an ad account. That's a general ad account. you can have just one um for
every single client that you have. So, I'm just going to build out this one for this client. So, in the service delivery
video, I do have a naming scheme if you want to use it. Um I should probably use it just for, you know, just to be a good
example. This is the company name. This is the niche. Um and then this is the date. So, it's 617 right here. Auction
lead, campaign budget. We want to do adset budget so we have more control over what the ads, you know, spend at.
Um, and that's pretty much it. I'm going I'm not really going to set a campaign objective here. Normally, you'd want to
add like a you know, a spending um object like, you know, objective. Um, I believe that that's the
normally you want to have an objective set so it doesn't spend more so it knows like what auctions to bid at. But for
now, I'm just going to go ahead and call the campaign that. Um, and what's nice is that you can just duplicate campaigns
for new clients as well. It's super simple. and use the same pixel. For the ads set, we're going to go adset
advantage plus the age range. Believe it or not, this company wants to go 40 to 65 plus because the age is a little bit
older. So, we're going to do 40 to 65 plus. And then we're going to set this as just Hampton Roads, which is like a
general area as to where we're going to be running the ads. We want it to be a single destination and a website. the
landing page that we made, maximize number of leads, and we will set up the pixel as well. So, let's go ahead and do
that now. Um, it's a super simple process, but all we have to do is go to lovable first and then also go to events
manager. This is the same pixel you're going to be using for all of your clients. Help me set up
the pixel so that the lead gets tracked accurately and so does the schedule event.
So, click connect data. This is going to be the pixel that you use for all of your clients, okay? For every single
landing page. Um, it learns after like 30 or so events and we can actually use the same pixel um for all
of it, right? And we can just connect it all through Lable. So basically to do this we have a web and then we can
create a new data set and we can just call it like service delivery pretty much
because we're going to be using it for everyone. We're going to create it and say meta. Here it is meta but I am going
to use the same pixel for every single one of my clients. We are going to be in different lovable
projects that have the same pixel setup so that we have one congruent pixel
for everyone. Help me set this up. Okay, pixel ID is going to be here. So, we have that set to the right ad account
that we're running the ads in. set up Metapixel and then we'll do add it to yourself and the base code. So, we're
going to skip this for now and just send the base code and then it'll go from there
because we don't have that much volume and this is lead generation and not a point booking. I mean, we are doing a
point booking but like honestly not that high of a volume yet. So, I would just optimize for leads. So, we'll do that
inside of the campaign once this is all set up. But this is pretty much most of the process. We do have it inside of go
high level as well with we you know we fire certain things with conversions API. So if I go here you can actually
see um their account in the automation section. We have it. So in the new lead
automation it'll send um actually it doesn't have it here. Just the appointment push automation. And
we're going to actually turn this off and remove this because we don't need the conversions API with lovable. It
does it for us. So we're good to go there. Okay. So basically
Pixel is wired up. So we have this right here. Um
let's just do next. Next. Turn on advanced matching. Okay. And we just refresh this.
Go to our new pixel. All right. Set up Metapixel. So, we'll test it. It looks like it's already
done. Works exactly as intended. So, now that that's done, all we have to do is wait on the overview section 30 minutes
for these two to become events and then we're going to go there. In the meantime, let's go to the campaign and
continue to set it up. So, we set up which one? Where is it? This one right here. Okay, we have
leads, adset budget on the adset level, conversion location. We have website. Um, we'll use the service delivery one
here. And we'll choose lead once it becomes an active event. It'll take around 30 minutes or so. Uh, so that's
good to go. We're not going to worry about any of these cost results for now. Um, dyn like daily budget for this
client. I'm going to go ahead start them off. I've got like forest creative, so I'm going to start off around like $80 a
day in ads. Chesapeake, Suffulk, Virginia Beach. I know they primarily want jobs in this area starting off. And
then they also wanted to add Suffulk as well later on. They didn't want to count that out. So we'll also add a small pin
on suffk. And we will now like actually set a solid radius for these. So the first one
is Ches Peak. Um let's make this a little bit smaller. We don't want a little bit bigger than that. Maybe
like 15ish. Then Virginia Beach
that's fine. And Port Mouth 15 as well. So estimated audience size is 946. And if you
remember in our service delivery parts in terms of TAM, it is a large TAM which um that's what I
would indicate it as because it's 80,000 people. Um
because that TAM is pretty big, I don't mind having this extra friction. Um and I believe that's correct.
I don't want it to be in a norolk city. So we are going to do one small circle here
that looks just like maybe a little bit smaller than that. And then this is going to be an
exclusion. So you have areas of suffk
the suff bubble is like I prefer it to be a little bit over actually.
Yeah, basically the ads will be running in this general area and this is like where they want jobs. Um they don't want
the downtown city jobs obviously because they're just a little bit broker. They want a lot of these Virginia Beach ones
though. So we'll call that good for now for targeting as far as location goes.
And minimum age, we are going to set this to 25. Um, keep in mind this is an older demographic for this client.
Because of that, we're going to further the limit reach of our ads and only specifically go from 40
to 65 plus and then choose all genders for now. And that's going to be that placement
controls. We are going to change the placements and only go Facebook and Instagram.
This is only to have better CPMs. Okay, cool. All right, so that's pretty much the adset level. Obviously, we'll
have the conversion event in here once it loads. And now we'll go to the ad level.
Just to stay congruent, we should probably have the naming scheme. Uh, in total for this client, I'm
thinking I'm going to test around four ads because we're doing around $80 a day in adset or an ad spend. So, we'll
probably do video um video one. So, this is the first video business page that we're running these ads off
of. That's warmed up already. Uh in addition to that, multi-advertiser ads. We'll turn that off. Destination. This
is where we're going to put the funnel. So, this is going to be this link right here.
Okay. All right. No browser add-ons. And then for the creative, this one's going to be a video ad. So, we're going to go
ahead and add a new video ad. It's going to be this one right here, which is this. Let's just make sure this
is all correct. Um, my name is T blah blah blah blah. Great. For the headline
and then for the description, we will do the review option or I like this one.
Okay. Learn more. Perfect. Languages. Spanish. I'm going to turn
this off because this is kind of a, you know, it's in West in Virginia. So,
okay. So, turn that off. Um, we'll select none of these. Okay. Okay, perfect. And let me just
make sure the CTA is correct in the primary text and everything. We'll just throw that back on there.
Primary text headline. And it's very important that you have
all this stuff in like an ad vault, which I have in the service delivery video, just because you can easily just
copy and paste it back and forth kind of like I'm doing now. It just saves so much time.
Okay, perfect. And then we'll do learn more. There we go. So, video touch-ups is
fine. Um, that's all fine. I would actually usually prefer to turn all these off
for the most part. Perfect. Okay. So, we'll add website events and on for
the pixel we'll choose the service delivery one as we set. And let's see if also this is like in here now. Okay. So,
we'll check that on check on that in a second. So, that's one. Now, we're going to we're going to do an image ad next.
So, this is going to be image um selfie.
So, this image ad is going to be a basic ad. We're going to remove the creative. Add
an image. And for this image ad, I believe I have a couple different options. I'm probably going to use this
one. I think this one will be the highest converting. So, branding off. Just make sure it's
all off. I would actually recommend keeping it the same for the most part, but I'm gonna go ahead and
for me, I'm personally going to just like do something like this.
This is all proven. These are all winning options. Image generation off, off, off.
All this off, off. Okay, perfect. Yeah,
this looks great. So, we'll do that. Best prices blah blah blah website events. We'll turn this on
as well with the service delivery. And that's another ad done. Okay. So, we'll do another one. This one is going
to be a 2x two grid. So, we're just going to call this grid.
And for the image ad, we're going to do um I have two good options. Let's up
bubble both of them to see like what they look like. Okay, definitely this one. This one's much better.
Yeah, we'll do this one. Okay, so for this one, we're going to go with the other copy and creative just because it
aligns better with the creative headline. We'll keep the same headline to be honest. That looks fine as well.
All this is off. Great. Looks good. All right.
Perfect. So, this one's done as well. Let's go ahead and make sure website events is checked on as well. We'll
quickly duplicate this as well. And then we'll just do one last ad. Um, I believe this last one is just going to be
actually, do I have another ad? Let me check. No, I don't have another ad that I want to run. I think we're just going
to go with these three for now. So, that's it. That's a built campaign. Um, let's quickly go ahead and check the
events manager to see if it's firing properly in the way that we set it to. So, we should see an event here. And
after that happens, you go to campaigns, composite, guys, and the adset. and we change the
objective to make sure that it matches that part of the pixel which is right here.
So, this should be service delivery and it should show lead as an active event. Okay, it'll take around 30 minutes or
so. Um, I believe it's been like 20 minutes, so it should be like another 10 or so minutes. So, I hope you guys
enjoyed and um, yeah, I'll see you in the next one. Hey everyone, it's Owen and welcome to campaign launch. So, in
this short video, we are basically going to go through a checklist that's in the service delivery module to launch.
So, this is the pre-launch checklist right here. Um, we're going to be using it with the campaign that we just made,
the service delivery one that we just made for this new client. Uh, I just refreshed the events manager and the
pixel we set up, and the events are firing properly. You can see them active here.
So inside of the campaign, I'll show you all we have to do is add the events to the ads set.
So right here, service delivery and conversion event is going to be lead. In addition to that, all of the ads at
the bottom, make sure they're set up for website events and the correct pixel. Okay,
this right here means that I believe it's setting Yeah, this has the option. So, we'll just end there. Okay, so we're
pretty much good to go. We have everything pretty much built out. Now, let's go through the checklist just to
make sure everything's good. I want to do a final test as well. Um, but price match the copy price exactly is what?
9.5K. a brand new deck for 9 >> 9.5K 9.5K. Yeah, I think that this fi
this is fine. Um I would like it to be lower to be honest, but we're just going to see how it goes. If I need to make it
lower, I will. So, all of the copy is correct and updated. Looks good. Descriptions and headlines
are good. Call to actions are good. Um same there. So, check captions are visible. Yep. Numbers are digits. Yep.
Aspect ratio 1 to1 square for image ads. Yep. Yep. Video ad is 10 by 1920. Yep.
Multi-advertiser ads is unchecked. CTA learn more. Good. So tracking destination the correct pixel pixel and
event is already set up. We already tested that. That's good. But just to test it again, you would go to events
manager and you would click on the specific event. And then you would just click test
events website. And as you can see, lead and schedule process once. That's all that matters. So that's good. Landing
page link works and checks these boxes. So let's open it up. Super fast load speed.
Um page load speed check. Bringing visual credibility definitely there. Has proof as well. Same brand as the
company. messaging congruency, free instant decking quote. The actual ads say best deck prices.
So, this could align better to be honest. And I think I'm actually going to go
ahead and align this a little bit better by changing the headline and then change this to what was here
before. So, we'll change that to that and then have this be the headline.
Okay. And we'll do that for all the ads. We just want it to be aligned. That's the
biggest thing. So, we have the description. We'll do that for this one as well.
And then here. Okay. Now, this [clears throat] aligns perfectly with that one. And they're all reupdated and
active. Okay. Next. Page experience is great. Super simple. Let me see on their phone.
They they don't have to scroll to see the CTA because it's right here. Um the survey is smooth and fast. There's not
too much information on the page. It's super simple. What is this? I can quote. What results
can I get? Somewhere down here. Can I trust these people? Social proof, trust, BUB accredited.
What do I have to do next? Survey. What problem does it solve? Not having a deck or a good one. What do I need to do
in my end to make this work? Go through this. Simple enough. Application questions.
So, this is the biggest thing that we're going to have to monitor. I usually wouldn't start a campaign with
this much friction. This is a lot of friction. But the only reason why I'm okay with this right now
is because this is a bigger company and I know they need qualified leads. Like they don't care just for any lead. They
want good ones, right? And they're paying me accordingly. I mean, these guys are paying like 250 bucks per show
appointment and 3K in ad reserve. And they're so they're paying ad spend, too. So, I don't mind having it heavier
friction. And also, if you check out in the ads set the location, the estimated audience size. Yeah. So the actual
audience size is actually quite low to be honest. Um so we could find that we get a little
bit lagging results. I say like 800k plus um can justify all of that friction. I
think 500k is roughly enough. Um and we'll test it out. We'll just see. I think the biggest reason why the
estimated age range is like the audience size is so low is because of this age range. So we could go down a little bit
to like 38. Um that helps a little bit. We'll go all genders. Um, and this is going to be our targeting. So, that's
good. That's set. What's next? Application questions. We'll keep them for now. Okay. We might change them.
We'll see. Application user experience is good. Um, yeah, I tested out on the phone as well. ESL play rate. We don't
have ESL. So, those are all checked. So, that's good. Billing verified and prepared. So, make sure the card is set
and you know the bank is verified if you haven't, you know, used the billing account yet, but if you have, then it's
fine. Campaign built with ads pointing to the formlanding page. And if you don't know how to actually like to set
that up, you just go to the billing settings right here. Billing and payments. Um, campaign built with ads
pointing to the form landing page. Good. Client sub account building go high level and meta integrated if needed. Go
high level automations triggered, set, and published. And now it's time to launch. So, basically,
um, that's pretty much it. All we're going to do now is go ahead and schedule the ads to launch on midnight. That is
the plan. So, so we select this campaign, select this ad set, and go ahead and edit them and publish it with
the set date. So, just to make sure all this is good as well, start date. Um, we're going to do today at midnight.
So that's going to be or 2359. Okay. So we'll launch those now and we'll go ahead and hit publish
and then we should be good to go. All right. So here we go. We have this going. We have this going. We have these
three going. And then we press edit just to make sure. Scheduled to launch today at midnight
roughly. That's what you want to do for the most part. Locations are all set. Not too defined, but I think it's going
to be okay. We'll make changes if need be. And we have the three winning ads. Okay, looks good. So, that was launching
the ads. Um, they're going to go ahead and get started, get processed, and hope you enjoyed. Um, if you have any
problems with the ads or changing things, just use Met Ads Mastery, and you should be good to go. So, hope you
enjoyed, and I will see you in the next one. >> Hey everyone, it's Owen Resund and
welcome to Client Retention Mastery. This is the all-encompassing guide to keeping your clients, collecting
recurring revenue for years and years, and saving clients before they churn. Signing a client is a skill. Keeping a
client is a business. Remember this. Everyone obsesses over client acquisition, how to get the best cost
per lead, what run, what ads to run, what landing page to run. But nobody builds a real client retention system.
And that's exactly why most agencies stay stuck signing a client, losing a client, signing another client just to
be in the same income, you know, a couple months down the line. If you can fix retention, every single client that
you signed from this point on stacks on top of the last one and you could truly scale your income. This is by far one of
the most valuable videos inside of the entire program because even if your clients are getting results,
um, watch this video because results do not keep clients, okay? And you'll see exactly why soon.
Okay? This is what we're going to cover. Let's get into it. Retention philosophy and mindset. Now remember the more
better new framework. Before you spend more money on acquiring new clients, pull the better lever on the clients you
already have because it costs roughly nine times more to acquire a new client than to keep an existing one. And the
clients you already have already trust you. They already decided to move forward with you. Like selling to them
takes zero additional sales effort, right? And the math is simple here, right? A client who stays 12 months or
more is worth four to six times more what a client who stays three months is worth. Right? Each client should be
worth at least $10,000 in LTV. That's the KPI. But I personally, because I have this stuff dialed down, I have
clients worth over $50,000 plus to this day. Service delivery versus client success.
Most agency owners have nearly identical service delivery. You know, similar ads, similar funnels, similar go high level
automations. What actually separates the 10K month agencies from the 40K a month and beyond is typically client success.
Service delivery is the service you provide. Client success is the experience your client has being in the
relationship. You can run the exact same campaigns as another agency and keep clients three times longer purely
because of how the partnership feels from your client. And that's what this entire video is about. So, first we need
to understand why clients actually leave and churn. And before you can fix churn, you need to understand like what causes
it. Most agency owners assume clients leave because of bad results. Sometimes that could be true, but in most cases,
especially in the first 60 to 90 days, clients leave for a completely different reason. They stopped feeling like anyone
was paying attention to them and helping them. I mean, just think about the last client that you lost, if you've lost
one. Did they leave because the results were objectively bad or because communication dried up, updates got
infrequent, and the silence started to kind of feel like they were paying for nothing? Because in their head, silence
is a scam. Roughly 65 to 70% of clients who cancel say they felt not valued or ignored.
Only roughly 10 to 15% cancel purely because of poor results. You know, most owners, most agency owners assume that
this number is 90%. And also it's nine times more expensive to acquire new clients and to than to retain an
existing one. And three months is the average point where most agencies stop proactively communicating with their
clients. This is all data based on my past clients. Obviously, all of it's rough data, but it just gives you a
scope of understanding about like how this stuff actually works. So roughly 14% leave purely because of the results.
Oftentimes, you can get a pretty easy return on investment because running local service ads is pretty easy, right?
But, you know, during a tough start, a tough stretch, like a tough market, slow season, whatever. Um, it's really hard
to keep clients unless they feel valued, right? And, uh, you probably felt this in your own agency as well. Like, month
three hits, the client seems so happy, so you're fine. So, you stop checking in because like you assume that
everything's fine that they don't need it. But that assumption is what causes churn.
Now the real three the three real churn driver drivers um perceived abandonment is where you go quiet and the client has
no visibility into what's actually going on within their business. That is the number one turn driver especially in the
first couple of months. So you you must do as much as you can to minimize this. Two is result disappointment.
Expectations were set too high on the sales call and reality falls short. The client feels misled. This is something
that you can work on in the onboarding calls to dial back expectations to make sure that this doesn't happen. But this
is very common anytime the promises are pretty much unrealistic in the sales process or the timelines or the numbers.
You know, you tell the client, "Oh, I'm going to get you 20 jobs in the first month if you don't pay." Yes, they're
going to go with you and that's not going to happen. Then they're going to get result disappointment and they're
going to turn. The third one is trust erosion. This is where the small things kind of stack up. So, billing confusion
as well. Like this is the reason why I recommend manually charging your client every week instead of having it be
automatic. When you have just one payment that they don't recognize, that is trust erosion
starting. You know, they're going to be a little confused like what's what's happening. And you know, if you don't
return a message or if you don't give them a call back, like it'll just build and build and build until they leave.
So, you must do everything you can to remove these. But just a warning on result
disappointment. This gets worse the moment you hire closers as well because closers will do anything and say
anything to close the deal because they're paying on commission. So they're incentivized to promise whatever the
deal, you know, just whatever can get the deal closed. Um, make sure they understand that, you know, they can't
overpromise and underdel. And honestly, they can use that as a sales strategy as well because like these companies are so
used to being overpromised to and underdelled that by saying, "Oh, we're not going to get you this many leads,
but we are going to do this. I don't want to overpromise and underdel." Just by saying that line, that's a very, very
effective sales strategy. But the key takeaway, perceived abandonment is 100% what you control. And it doesn't need
any better results. You don't need extra any extra ad spend. You don't need any new skills.
You just need consistent, proactive communication. Okay? And if you can nail that and the
client feels, you know, looked after, those clients will stay with you for a long time. You know, if you have clients
that feel as though you've forgotten about them, they'll leave. Even with a winning campaign, even if they're
getting good ad results, it's not enough. Like, you have to communicate with these guys and make sure to prevent
perceived abandonment. The communication system. So, there are two types of client management. There's reactive,
which is when the client asks a question and you answer it. You know, they'll raise a simple concern and you address
it and then they'll go quiet, you go quiet. This is default for most agencies. And this really hurts your
retention. Proactive is a way of flipping it. You reach out before they ask. You send
updates before they wonder. You share wins before they go looking. Almost no business communicates like this. And
it's exactly why it works. When your client gets a check-in text on a, you know, a Monday morning or a Sunday
evening, their brain registers one thing and that it's that this guy actually cares about my business. That shift is
massive because the client stops feeling like a customer, you know, chasing some kind of
lead vendor or appointment vendor or like a marketing agency and starts feeling like a business owner with
someone who actually wants to help grow it. And they'll they'll feel that intention. You know, in the um
the other video, I showed an example of me communicating with a client in the onboarding video. Um I'm not sure if
that video is before this or after this, whatever it is. I think it's before. You should have seen the level of care and
attention and the level of communication that goes into making sure your client relationships are set, right? These guys
can pay you like5 to $10,000 a month individually. I mean, why wouldn't you try to communicate with them to maximize
that perceived effort? The perception of effort matters as much as the effort itself. This is something that's going
to be kind of shocking to a lot of people. It's a bit of a paradigm shift for a lot of people. You can deliver
great results and complete silence and still lose the client. You can deliver average results with very good
communication and keep them for years. That is what I've done and that's the key. over time, you know, the market
changes, things change, and you can't get them always spectacular ad results.
Um, or fulfillment, like there's always something that's going on, you know? So, it's like, but what you can control is
your communication. If you want clients that'll stay for years, communication is the key. Now,
yes, I've had clients for years that some of them of which I've never even talked to. Like, I've talked to them
like eight months ago. But it really depends on the relationship and what they need as well. It's not about
deceiving anyone. You know, you're doing the work either way. You're working to get them good results, but it's about
making the work actually visible because humans trust people who show that they're thinking about them. If a client
gets a photo of your screen open on their campaign, they don't have to like double check and double take whether or
not you're working, right? they'll register. Oh, he's working and my business is on his mind to succeed. That
single photo is worth way more than any dashboard or any text or anything like that. So, that's the first thing I would
recommend to keep your clients. The proofof work photo. This is the single highest leverage retention habit there
is and it takes literally 10 seconds. I can show you an example of a client of mine. Keeping them updated with off like
pictures of videos of what you do. This is what gets them excited because it differentiates you from all the other
agencies. you know, so open your laptop, ads manager, go high level sub account, take a quick photo of the screen. Um,
early morning is the best by far, but say you can send it with one line morning going through your campaign
right now. Numbers look solid, we'll update you later. If you do this a couple weeks, you know, a couple times
per week per client, this will improve your retention and make them so much more excited about working with you
because they're so used to paying agencies that just don't contact them like at all. So, if you do this two to
three times per week per client, like they'll crush. And you can do it often for the first couple weeks for new
clients. You know, for this client, I signed them just a couple days back. So, I'm contacting them, communicating them
when, you know, once a day. Um, but the common mistake that I see most of the time is just inconsistency.
If you give them a detailed update on week one and then nothing week two, one line week three, 10 days of silence,
like that is bad. Okay, their confidence in you will swing up and down every week, but the only way to, you know,
prevent that from happening is just having consistent outreach and communication.
Here are a few different ways you can go ahead and communicate with them. A proof of work photo, um, weekly performance
update, lead notifications, monthly summary, two, three times. This is basically when you want to communicate
with them. So, have that proof of work photo a couple times per week. Weekly performance update at least, you know,
every Monday or Tuesday. That's what I do. Lead notifications. They get that every time there's a new lead. Monthly
summary. Problem alert. Call or voice note. Send voice notes. They're very effective. They want to hear your voice.
Casual check-in with just SMS. By weekly check-in, Google meet. You'll have a sit down meeting every two weeks to make
sure that they like are happy and we can diagnose the problems. You will first address the elephant in the room. Then
you'll walk through the numbers, reset the goals, celebrate wins, and dangle the next carrot in front of them or the
next milestone. Um, and this is kind of the overall communication cadence that we want to live by.
If you want a full structure on how the actual Google meet by week Google meets are ran, this is a guide for you.
Basically, it goes over the preparation, the introduction, um outlining calls, setting the frame in the call, progress
review, making sure you, you know, hit the elephant in the room and homework. So, this is basically the exact Google
Meet guide. I recommend bookmarking this for when you have your next bi-weekly Google Meet.
Um, this is a big needle mover for having good retention. So voice notes are, you know, really
powerful. Texts are easy to ignore, but a 30 to 60 second voice note or a little video isn't. The client will hear your
voice. They'll hear the energy. They'll feel like they have a person inside of a service. You know, the biggest thing I
say I teach people is like when you're helping home improvement companies, they've gotten burned by so many big
companies, Angie Leads, Home Advisor, all these different, you know, big lead companies. And if you just position
yourself as a real person, this is the exact reason why my B2B ad page uses a profile picture of me handshaking, you
know, a contractor instead of, you know, a picture of a cool company logo. It's because they want to work with a person,
not some big company, right? And by sending voice notes often, that's how you can, you know, have that effect
yourself. Send at least one voice note a week. Walk them through one insight or an optimization or one thing that you're
testing on their account. Just record it while you're walking or making coffee. like takes 60 seconds. A lot of these
client retention strategies are usually based on communication and a lot of that communication is just small effort and
little bits and bobs here and there of like having consistent communication through um just making sure you're
communicating with them often. You know what I mean? Like it's usually going to be a couple minutes of your day every
day, but it's very important because like a lot of people skip these types of things and because of that they just
lose a ton of clients that they could keep. Then they have to pay a ton more money to sign new clients and then
they're not profitable. So the four habits of showing you care. Remember the personal details. If they mention, you
know, the kids tournament. I think this client of mine mentioned their kids graduation. So I would mention it in the
onboarding call, etc. You might have seen the onboarding call. Um, how did that big commercial job end up doing? It
costs nothing to show you care. And it really helps build the relationship because these are clients, right? And at
the end of the day, like yes, they're here for the service, they're here for the outcome, but they're also here for,
you know, the communication and the people part of it. So also share wins before they ask. Every time a record
breaks, so they get the best lead week they've ever gotten, lowest cost per lead, biggest job close, message them
within the hour. Don't save it for some kind of monthly report. Win and celebrate every single win you can.
That's the biggest thing. For example, just hit your best week yet. 22 leads at $31 a lead. This thing is moving. Three,
spot problems first and own them. Always address the elephant in the room. Pause the campaign. If the cost per lead's
spiking, you know, tell them, you know, heads up, cost something in your account this morning and already fixed it.
here's what happened and here's what I did. Okay, if you can find a problem, you know, I mean, if they find a problem
first that loses tons of trust and starts um going through that trust erosion phase and then, you know, some
kind of billing problem happens and then some kind of like all these things happen and they just decrease and
decrease the amount of trust that they have for you. Number four, invest real time into the relationship. Get on calls
with no agenda. Talk about their business. Talk to them often. Just, you know, give them a weekly call at least
just to see how they're doing. um you know, anything that you can help them with, help them with, right? Because if
clients can see you as like a partner and a growth partner, they'll refer they'll refer you to other companies
that they know and also just stay with you as clients for years. The eight pillars of retention. So,
every client relationship moves through the same eight stages roughly and churn happens whenever one gets skipped. These
pillars do come from the book Never Lose Customer Again, which I highly recommend you read. It's also assigned reading
when ramping up CSMs for that position. But read this book if you want to improve your skills and keeping clients.
Number one is assess. So the prospect is already deciding whether to do business with you. Let them see what they to
expect post purchase. So this is having a smooth post sale process, having a smooth post sale form, um smooth
onboarding booking, and just like getting everything done after they pay to make sure it's a smooth onboarding
process. Admit they buy because they believe you can solve their problem. So you want to celebrate this new
relationship. Um be excited about it. You know, these are two things that happen right out of the gate. Affirm the
buyer's remorse will set in. Allay their fears and reaffirm their reasons for buying. Send them as many, you know,
wins early on as you can. Do a Google review campaign. Do a Google audit. Sometimes what I like to do with clients
is hop on an onboarding call, look up, you know, painting companies near, you know, wherever they're based out of. um
and then show them where they rank in terms of like Google SEO and what we can do to get them to be one of the higher
businesses ranking here just based on review counts and based on like their optimization. So like just providing
free value where you can early on can really help that buyer's remorse. Um or you could just get fast results from ads
by spending more and that's that's what I usually do. Activate so create a great first impression during the major the
first major post sale interaction. Um, that is going to be on the onboarding call. Just making sure you nail the
onboarding call. Uh, acclimate. So, the client is learning how things work. Make sure to handhold them through your, you
know, through using your solution. Make sure they understand exactly like how to use go high level, how to contact the
leads, notifications are all set up properly. Like everything makes sense and is clear to them and hold their
hand. I'm noticing right now like the client I just signed yesterday, like I'm not doing the best of job of this. So,
I'm going to do a little I'm going to give him a quick call today and make sure to finalize things. Accomplish. Set
clear objectives on your bi-weekly calls and metrics so you know whether or not they hit their goals. You have to set
goals before you can hit them. Celebrate with them. This is very important. Constantly celebrate with them. Okay? If
you are if all you're doing is like talking about problems like obviously they're going to turn eventually. You
know what I mean? So obviously the way that business owners mind works it's all just finding the constraint and solving
it, right? That's how a business is made, right? You just solve a problem. Um but we can't do this when it comes to
client relationships. We have to celebrate constantly. If you constantly are talking about the problem, then like
they're just going to view you as problematic and they're just going to leave. So, constantly celebrate with
them. Every time that there's a new lead, new appointment, whatever it is, celebrate with them. Um, and don't, you
know, you you will increase your standards, but don't forget to celebrate. The client braces your brand
eventually um and takes the initiative to deepen the relationship. And this is like the scaling process. and advocate,
you know, make it simple and rewarding to refer your service, pay them money, so then you can have referrals. Now, the
first four happen right before and after the sale covered in other modules or other videos in this module. This video
is about five through eight. So, acclimate, accomplish, adopt, and advocate. When it comes to acclimate,
um, the client is live and leads are starting to flow, hold their hand as much as possible. Make sure they know
exactly what's expected of them and how to handle the increased lead flow. constant communication, calls, updates,
helping them run the system with you. This needs to feel seamless and valuable by having a system. It helps, especially
one that's well built, and that's why my snapshots are so good. But, um, this is very important. So, hold their hand in
that beginning stage until they get a grip of things accomplish. Be clear about metrics. Now, the client needs to
see where we are in the process. More importantly, how like what we're on track to do. Um, if they lose track of
their goals, they'll leave you even like while you're generating leads. So spend lots of time celebrating wins, small and
big. They need to feel like they're accomplishing and winning. So constantly dangle the carrot in front of them. Be
like, "Hey, we're going to f we're going to do this and it's going to get x result or whatever it is." Just
constantly dangle the carrot in front of them. That's the key um to making sure your clients are always happy. And then
adopt after a few weeks um of celebrating wins, deepen the relationship by joining, you know, the
bi-weekly calls. Do optimization through iteration. And um that's where the real loyalty will form and they won't want to
work with other companies. agencies that skip the calls and the bi-weekly calls. And I know it's easy to like I've done
it before for sure, but nowadays it's just you can't do it. You know, if you don't celebrate wins with them, if you
don't, you know, if you don't attend those bi-weekly calls, you'll never really reach this level um in the client
process. And because of that, you'll never get referrals. Advocate, always mention the referral program and the
bonus every single time that you speak in one of those bi-weekly calls. The more you mention it, the more they
mention you. Um, a lot of people just forget to ask for referrals and so referrals are just like really rare and
elusive and they just can't really get any. It's because they don't ask enough. That's the only reason why.
Expectation management. Under promise and overd deliver. Every cancellation has a cause that comes before the
cancellation itself obviously and it almost always traces back to one thing which is the gap between what was
promised and what was delivered. Okay, that's the biggest thing. And remember like what you're actually
selling because you're not selling leads or appointments. You're selling the end results and that's what closes deals at
the end of the day. But it's also what the client now expects. So if you oversell on the front end, say you're
going to get x amount of jobs this fast, you start the partnership already behind. For example, a client is
promised 60 leads a month who gets 35 is unhappy. A client who's told to expect 20 to 25 who gets 35 is a fan. This is
all perception. It's the same 35 leads but a completely different outcome when it comes to client results and client
retention. The results the same but the expectation dictates the outcome. So if you're doing a turn and burn agency and
you're overpromising, you will sell with aggressive projections to close the deal saying like, "Oh, we're going to get you
tons of jobs every single week and we're going to start getting your jobs like as soon as tomorrow." Month one, you get
some results maybe but below what was promised. The client is pretty disappointed um despite reasonable
performance because you overpromised so much. Month two, the client is shopping around or leaving you already. Month
three um is when they'll probably cancel, so maybe even a bad review. If you underpromise though, focus on
underpromising. You sell with conservative, clearly caveed projections to make sure that they know that like
you don't want to oversell and underdel and you make that very clear on the call. Month one will meet their criteria
for like what they deem to be as decent results or it will beat the um conservative number. So, they'll be
impressed. They got more than they expected. And that's why like I even messaged this client today that got an
appointment yesterday. This is much faster than I was expecting. I'm always dialing back expectations um and
celebrating. Month two, your client's telling other contractors about you. Month three, you have, you know, happy
client referrals coming in and you can scale. So, this is the difference between expectation management when you
underpromise and overd deliver versus overpromise and underdel. So early in every partnership, say
something along these lines. This is what I usually say and this is how to set expectations. I want to I want to be
straight honest with you. Like I'm not going to oversell you guys, okay? Like I've run this system for a lot of
contractors for so many times and I know how this plays out. So let me just give you some realistic expectations. So this
goes one of three ways. Some clients close their first job in the first week. Some take two or three weeks before the
first one lands. And some need a full month before everything clicks, before they're even getting jobs. I can't tell
you which one you'll be, and anyone who says they can is lying to you. But what I can tell you is that this system works
and we make decisions off of data rather than emotions. You know, I've watched clients panic week two, you know, make
emotional calls and break a campaign that was about to take off, right? That's just what happens. So, here's the
deal. I'm here the entire time. If anything ever feels off, you bring it to me immediately, okay? instead of just
letting it sit and boil. Every time that you see a problem or something, I want to see it as well. Everything I see,
I'll share with you. We'll run this as a team and build something longterm. So, this does two things. First, it makes a
slow start completely survivable because you predicted it, you know. Second, the client adopts your mentality. When week
one or week two is quiet, they'll say to you first, I know, I know it's slow. We'll let it run and make a data driven
decision. We want to get them on the same head like, you know, wavelength as us. Keep in mind, these guys are not
marketers. It's like yes, they might think they know a little bit about marketing, but they don't know how to
make market like marketing truly successful, and that's why they're reaching out to us. Billing and the
rebuild conversation. So, every time you ask a client to renew, you force them to redecide whether or not you're worth it.
So, you know, they'll pause, they'll tally the cost every time that you ask to rebuild. Um, they wonder if they
could chop around and find something better. You created that doubt just by asking for another payment. It also puts
you in the wrong position because you become the vendor that's requesting payment and they become the judge
deciding whether or not to grant it. Those are the wrong dynam dynamics. You want to be their partner and the billing
should happen quietly in the background between their card and your payment processor. Payment should feel like a
utility bill, right? It runs. They understand it runs and the only question is whether or not you delivered enough
value for them to never think about it. So just understand that a client
who asks to be asked for money every month is a client who re reevaluates you every single month. A client on a
semi-auto billing or auto billilling only evaluates you when something causes friction. And when that happens, you can
handle the friction directly instead of sweating a renewal conversation every 30 days. So what I would recommend you do
is set up some kind of manual or auto billing. And to do that, simply just add their card on file and then bill them.
Um, and make sure they expect it. Auto billing is very helpful for this reason, you know, because obviously like, and
this isn't aggressive. This isn't an aggressive strategy or anything. It's how every subscription on Earth works.
Like Netflix doesn't email you an renewal invoice. Um, so in your payment processor, make sure you save their
payment details for future use. If you're on some kind of paper offer, this is how you bill per shown appointment.
You'll do it every single week. You'll count up how many shown appointments that they've gotten. stay, you know,
make sure you communicate with them often and bill for it. You want to give notice before most of the charges. Um,
so I would do like three nights before, three days before, the night before, and the morning of just for the first couple
of billing sequences, and after a couple weeks, you could pretty much just keep billing them continuously. So even with
auto billing, some moments do need a real conversation, however. So when there's a term renew renewal, a failed
card, a budget increase, or the client is ring raising some kind of concern about value, the worst version is
transactional. You ask for money and they decide. The best version makes the payment feel like, you know, a natural
ending to a conversation. So the structure to take this, you know, to the next level for the rebuilds and these
bigger conversations is open, deliver, and close. Open. Start genuine and conversational. Ask about the business,
not the campaign, not the situation, you know? It works be you know it works because they feel like a partner and not
some kind of just account deliver. Walk them through the exact value that they've received. Show an appointments
job closed. Revenue generated. Um anchors the payment to numbers that they can see and count and then close. Ask an
alignment question, not a money question. Um so for example, hey man, how's the week been? Sweet. Anything you
guys need for me? Okay, perfect. So I pulled your numbers uh before this call. We've sent you guys 20 shown
appointments this month. You've closed 10 of them if I'm not mistaken. And off of what you told me, that's roughly
however much in revenue. Okay. I'm so pumped to keep this going. This is great. That's working out so well for
you. Just quick heads up, your rebuild um runs in about 3 to 4 days. So, there's nothing you need to do. I just
want to always let you know and, you know, want you to be aware before anything hits your card. So, notice what
happened. One, the numbers did the selling. We got rid of all the surprises. And the choice was between
two yeses. One more rule here is that we don't handle objections inside of rebuild
conversations. We keep delivering until there is no objections. It's an important part of being a
service provider. Warning signs and the save call. So churn almost never comes out of nowhere. Clients will telegraph
it weeks in advance through small shifts in tone and behavior. Um here are some signals that you can look for. You can
always look at this doc and look at them and specific responses of like what you can do to prevent them. Now, if the
rebuild is coming up and you know the campaign has been underperforming, don't wait for them to bring it up. Okay? Once
again, you must bring the stuff up first. You'll call them and you come in hotter about the problem that they are.
Listen, I'm looking at your campaign right now and I'll be honest with you, like I'm annoyed. Okay? I'm meeting with
my team tonight, my ad team, and we're going to get to the bottom of like what's going on wrong here because like
I don't accept this standard in my business. If you call them and say that and match their frustration and go like
even one notch past it, you're now on the same side of the table and they can't be mad at you because you're
already mad for them. And then you could just stack the commitments, you know, saying you're going to have immediate
action. You have skin in the game. You could optionally say like, "Oh, I'm going to add some of, you know, add some
more ad spend of your of my own budget and scale their budget, you know, or whatever it is." You can put your skin
in the game. You can extend the rebuild. That rebuild is due in 7 days. Forget about it. Okay, we're going to keep
running until you're profitable. Free value. You can throw in a rebuilt funnel. I like to re like throw in a
fresh website because sometimes their websites are really outdated. And the whole goal here though is just extreme
ownership. Okay? The client does not want excuses about the market and the season or the leads. Even if they
sometimes bring those up, they want to see someone in control that takes responsibility for everything, even if
it isn't your responsibility. Often times, this is why it takes a lot of patience to own one of these businesses
is because a lot of these clients will come in with blaming some kind of circumstance that you can't fully
control. Why am I not getting good leads? You know, there's like 50 other marketers in their area running similar
ads. It's like you need to position that as your fault and your responsibility. It's very important. Even if it's not
responsibility technically, you have to position it that way. The reset call. So this the save call is
for accounts in danger and this is what you want to do. Um if you're having some issues with potential churn, um the
reset call is for clients that are annoying. Okay? If you have clients that are texting you constantly, blaming you
for their own sales problems, or clearly just don't understand what they signed up for,
a difficult client isn't a bad client. Usually, they're just nervous and missing clear expectations. So, here's
when to have some kind of reset call. If the client is texting you constantly with minor complaints or they're blaming
you for their own sales conversion problems or you know they seem like they're building a case to cancel or
they're asking questions that show they don't understand what they actually bought.
Open up and send them one of these calls. Go ahead and do one of these reset calls. So open and take control.
Hey name, I call because I want to get in front of this before our next update. I've noticed a few messages coming
through and I want to just make sure that we're completely aligned. So walk me through exactly what's worrying you
right now. Listen and do not defend. Let them empty the tank. Let them talk about their life and their problems. No
interrupting, no defending, and just notes. 90% of the time, their actual concern is way smaller than the text
made it look. People like to overexaggerate when it comes to texts, especially when this client
relationships. Reframe with the numbers. Okay, let me just reflect back to what I'm hearing. You had 15 appointments in
the last 30 days and acts are sitting in your pipeline right now. The specific thing I want to address is and their
actual concern. Here's what I'm seeing on my side. always start, you know, with the numbers
and reframe with the numbers first and then you want to reset the expectations going forward. Here's what to expect.
Here's what I need from you and here's my commitment to you. Does that work? Difficult clients almost always become
your most loyal clients after one of these reset calls because nobody has ever taken control of the relationship
like that before. I mean, these guys have worked with agencies before and have never had someone challenge them
and reset expectations and realign them. Like, this is some highle Okay, this will create loyalty,
renewals, referrals, and upsells. So, renewals should never be some kind of specific event. If you've communicated
well, celebrated the wins, and walked the numbers on your check-in calls, the renewal is just another check-in call
pretty much before you dangle the next term. Remember, constantly dangle the carrot in front of them. Hey, I want to
map out the next six months with you guys. Here's what I'm thinking. Always be pointing at the next milestone so
there's always a reason to stay. And for the exact renewal conversation, I have a resource for you as well you can use.
Um, use this exact script to guarantee a renewal. Okay. Referrals. Happy clients are your cheapest form of acquisition,
but only if you ask. People will not refer you unless you ask. Ask consistently, even way more than you
think you have to. Because the way that referrals work is there will be a situation that come up in their life
where they're like, you know, they have a company that they're in contact with that's having a similar problem or some
weird specific um situation and they won't think about you and won't even have the thought of, oh, should I rever
refer him unless like you've asked so many times that it's ingrained in their brain.
So, every single check-in call, mention it. the more they me the more you mention it, the more they mention you.
Literally, all it takes is one good client because like they know ton of other a ton of other companies nearby or
in the same niche that own businesses exactly like them because they've gotten to where they've gotten to, you know, by
connecting with other business owners. Um, so ask. You never know. I mean, you can offer 500 bucks to 1K per referral
and that client referral could be worth 3 to 5K a month for you. Like it's it's extremely worth it to ask. reviews. When
a client is on a hot streak and doing really well, really, really well, that's the moment you want to capture proof. I
have a proof capturing SOP for you for this. Um, but you want to be asking for reviews quite often. Okay? If someone's
getting like a result quickly, have them record a selfie video of explaining like what happens so fast. So go through the
proof capturing SOP, the rules on like what makes proof strong or not, the different options for proof collection,
how you can basically document the client journey, what you need to ask someone for testimonials, as well as a
client testimonial framework. So like when you're asking for testimonials, and like a video sit down testimonial,
here's exactly the right questions you want to ask to basically maximize that testimonial. But remember that raw proof
is always better. So if you can get trust power reviews, those are good. Ask for them when the results are fresh and
the positive and you know the experience is positive. Um you can always ask for multiple as well through the client
journey. Upsells to increase LTV upsell your clients. Here are is a resource with some upsells. So you can do a
Google review campaign. Here's a resource to explain how to do that. Yes, I have a lot of stuff built out for this
database reactivation campaign, web chat widgets, new campaign. So there's lots of different ways you can go about doing
these things and just reselling upselling your clients to make more money off of them. So, the exit call and
churn, even with all of this in place, like you will still have clients that decide to leave. And prevention is
obviously the best cure. And um but when prevention wasn't enough, first just make sure your agreement includes a
clause charge as well of saying like you'll charge them $1,500 if they refuse to do an exit interview. You need that
final conversation to learn what went wrong so then you can prevent it next time. So the exit call is that final
touch point moment with your client that has two possible outcomes. Um, one, you extract every piece of feedback possible
so the next client never turns. Two, you keep them and run it properly and outcome two happens far more often than
you expect to be honest. Like sometimes you'll run these exit calls and you just keep the clients and it's always cheaper
than replacing them even if you don't like it and it's uncomfortable. Now, the thing you need to understand about an
exit call is that the two possible outcomes that it can have are both extremely good. One, you learn and don't
make the same mistake twice. Two, you keep them and make more money. So, have an exit call. And here's the exact exit
call script script you can use. And then when they still turn, um, respect the agreement. I will say having a contract
is full of protective clauses doesn't mean you should weaponize them. If a client genuinely got nothing and wants
their money back, just give it back. your reputation in a local niche, especially like a local local service
niche like decking or home improvement of any kind, it travels fast and it's worth more than just one refund. You
know, if they've made a solid profit, you know, and want a refund anyway over a technicality, that's when your clauses
exist and you could use that. I've had that happen to me before. And in every case, a clean refund is always better
than a dispute and a risk to your payment processor. So, to finalize this, retention is not
about the results, okay? It's about whether your client believes someone intelligent and dedicated is looking
after their business. Results will feed that belief. So do proof of work photos, voice notes, problem alerts before they
notice. Record a week. Go through celebrations often. Give them free value when things dip. You know, simplify the
rebuild conversations and have the numbers do the talking. Your client's perception is their reality. So make
sure what they perceive as someone who generally cares about their business because the moment that they stop
perceiving that, it's over and you will lose them. So to recap, we covered the mindset, the
more better knew about having, you know, keeping your clients is way cheaper than getting new ones. Um, why clients
actually leave, what causes churn, what drives it, the communication system, so how to communicate with them
effectively, the eight pillars of retention, so basically the client journey and what they'll experience
throughout it, expectation management, um, billing and rebuild conversations, warning signs and the save call. If you
need these warning signs, you can always look at them. and the save call and reset call, renewals, referrals and
upsells, exit call and churn, and once again the retention playbook. So, I hope you guys enjoyed this video and um if
you have any questions, feel free to reach out and I will see you in the next one. So, that was all about client
fulfillment. Now, getting clients is extremely easy and growing this business is simple. We need to one book
appointments, so like a Zoom call or a Google Meet with business owners that need more customers. Speak to them to
see if we can help them and then simply collect payment on a call. The second that that payment clears is the second
that you have a client. We will first go over how to book appointments and then go through all of my sales training live
sales call recordings as well. And then once you sign someone, you could simply just refer back to the client
fulfillment module that you just watched. So, if you have at least $2,000 or more to put into this business, then
I would recommend starting with meta ads as your main primary source of client acquisition or booking appointments. If
that's the case, refer back to the beginning of this video when we talked through meta ad mastery. Now, if you
have between $500 and $2,000 of budget, so somewhere in that range to grow this business and get customers, I would
watch this next immediate section right after this little clip right here that goes over cold SMS in its entirety. Now,
if you have anywhere between 0 and $500 or less than $500 of budget, obviously, most of that is going to go to go high
level around 97 a month of that. But the cheapest possible way to grow this business and get customers is simply
just to cold call. If that's you, then watch the section right after cold SMS. You can skip a little bit into the video
and go over the cold calling section to learn exactly how to reach out to businesses through cold calling.
Remember that everything in the fundamental video applies to this entire business. How to actually scale it
throughput all of these things. Building a system, building a client acquisition system. All of it is based on that
fundamental information. If you want my winning B2B paid ad system, then go back to Meta Ads Mastery. And if you want to
learn specifically on like how to cold SMS or how to do cold calling, that'll be right after this clip. So, I hope you
enjoy and let's get into learning how to get clients. Hey everyone, it's Owen Renson and welcome to the daily workflow
required to go from zero to 20K month. Now, this resource is an in-depth overview of the best possible ways to
spend your time to maximize your leverage and your input to output ratio, especially input to outcome ratio. In
the beginning, the highest possible leverage thing that you can do to grow your business and go from zero to 10 to
20 to 30, whatever it is, is sell. Spend all of your time selling. It's really that simple. Like it's
actually so easy. All you have to do is wake up at a reasonable time, start outbound, set appointments, and close
appointments the entire day, and then spend the last couple of hours of the day on your fil your product and
fulfillment. And a good analogy I have for you is that like when a plane is taking off, it exerts 90% of its fuel
when it's actually taking off, right? Not when it's in the air, when it's coasting, when it's already flying, and
when it's already when it already has momentum. It's the same thing with this business, right? Believe it or not,
you'd think that you should spend all your time on your fulfillment and product and then some time on setting
appointments and closing appointments. But at the end of the day, it doesn't matter how good your product is if you
have no one to give you feedback on it, right? We understand from systems thinking from fundamental flow that like
you have to have feedback in order to make your product better. Like you literally don't know how good it is
until you have clients that are actively using it and telling you, right? Yes, you can make assumptions and
make, you know, improvements based off of what you think is better and or worse because sometimes it's pretty simple.
But the truth is is that like you have to set appointments and close appointments. This is the day. This is
your every day for this business. It's not supposed to be easy, but making some insane change like this, there's a
reason why like 99% of people can't make money online, like zero dollars, like which is insane, you know, saying that
on for me for example, like that's nuts. making no money online. Like like it's nuts. And if you want to break
through that, you have to do this every single day for 90 days straight. Set appointments, close appointments the
entire day. Yes, you can eat for, you know, an hour in here and go to the gym for, you know, two hours in here. And
like this right here will guarantee that you hit this goal extremely extremely fast,
right? Like this is the daily schedule. There's no yes obviously like you can work on your identity packet and you can
do that in the morning you know for 5 minutes and then you can you know do your fancy cold shower or whatever which
obviously is not required um you know affirmations and all that like yes it's important to you know instill the right
beliefs but at the end of the day you will get the right beliefs over enough time by doing the right inputs and
actually getting the outcome right so I want you to remember that the most important thing you can possibly do set
appointments close appointments to go from 0 to 20. If you're not at 20 yet, keep doing this every single day
until you are. That's it. So simple, right? Remember from ad fundamentals, the more better news system like you're
probably not even doing the wrong thing. So you don't need to have something new or better. You just need to do more.
It's always just more, right? And if you actually exhaust this doing as much outbound as you possibly can then maybe
you can improve the system and then you can go to something like you know something that's more high leverage you
know after you're at 20 or 10 and that might be you know delegating interviews hiring removing yourself from the
process so you can actually scale further like that might be a reasonable next step once you're already at this
point but if you aren't at 10 to 20 yet then just do this just do this literally every day like
and you will get there. It's it's that simple, right? There's no magic here. I hope this can be like a somewhat of a
paradigm shift or something for you because like people think there's some magical method that if they don't do
certain things in a day like wake up and cold plunge and like you know work out at a certain time and like do gateways
before sleep. But yes, these things can maybe help you and make you feel more motivated and also just like start to
hope you know start to change your beliefs in a certain way to make this stuff feel easier. But at the end of the
day, if you want it, you have to do this. I mean, this is the this is the raw truth, right? This is what it takes.
So, this is your daily workflow from now on for the next 90 days. After these 90 days, I promise you everything's going
to change. You're going to have this, right? Remember, like you will have that. That will be your reality.
So, I hope this was valuable. I hope this was helpful. It's a simple video, but I think a lot of people need to hear
this. You should at least be spending an hour a day on your product. One hour to, you know, maybe two hours a day. Um,
but likely all of your day should be spent setting appointments and closing appointments.
So, yep. I hope you enjoyed and I will see you in the next one. This video is going to go over my entire cold SMS
system in its entirety and install it into your business as well. So, here's what we're going to cover. The general
flow of my cold cold SMS system. Plug and play, when we'll actually place this snapshot into your sub account that we
created earlier. Fuel for the fire. We're going to go over the best possible ways to get leads in 2025.
HPF or script configuration. We're basically going to configure your scripts for cold SMS. Actually running
the system. This is going to be a portion of the video where I run you through me actually doing the system and
everything that you need to know. calling, everything about calling, as well as the scripts I recommend using.
Booking sequences, basically how to book people in removing yourself. This document will be in pretty much every
Outbound video, so I'm not actually going to cover it, but you can open up the document and be able to remove
yourself entirely from the process, and I recommend doing that as soon as you possibly can. And finally, SOPs are
standard operating procedures. basically everything you need to know to never watch this video again and be able to
run the system forever. So, let's jump in again. Welcome to Cold SMS Surge. So, this video is created to
be able to pretty much plug and play everything about cold SMS into your highle sub account that we also
know there's not too much theory or concepts here. We just want to get you to be able to send SMS as soon as
humanly possible. And just so you guys know, this system alone, okay, so not cold calling, no cold email, nothing
else. This system took me to 20K a month. No paid ads. Only this system took me to 20K a month. So there's no no
reason why you can't do this, too. So here's the general flow. It looks super simple because it really is. All that
happens is we scrape leads from a niche. We add the leads into go high level. We add those contacts that we added into go
high level to a workflow. Create a drip campaign from that. We send five contacts. The SMS message every 5
minutes. You basically just call whenever you get a notification. You book the appointment in showup sequences
will make sure they show up as well as watch the pre-all video that we created in the uh other module.
calling two hours before just to make sure the frame is set and that they're going to show and that there's urgency
and that you remind them of it even. And then finally, the sales process, which we'll go over in another module, but for
now, I just want you guys to know that this is super simple. Like, I don't want to over complicate this video, but this
is exactly what happens in this process. Okay, so let's get started. Plug and play. So before we can actually start
sending SMS and booking appointments, we need to first import my cold SMS snapshot into the agency sub account
that we created in software synergy. So to do this, just go ahead and click on this link and you will be prompted to
either log in or just say yes, import now. And once you're actually in the agency level in high level, just go to
sub accounts, select manage client, select actions, and select load snapshot.
And remember this is in the agency level, not the sub account level. So go into the agency level, go to all of your
sub accounts, manage client under the sub account that we created in software synergy, select actions, and then load a
snapshot. Okay. And then go to imported and select this snapshot that you just pressed yes to import.
So here is a quick run through of the actual snapshot. So now we are in the snapshot. It is super simple. Remember,
this is an addition to your current snapshot. So, all this is going to do is add a pipeline for you. So, if you go to
opportunities, all righty. So, the one thing you'll notice about this is that this snapshot isn't an entire sub
account. All it is is just an additional snapshot to your current sub account. So, what you'll see is a new pipeline in
opportunities. So, you can go in here and this will be pretty much usable. So when you import leads into cold SMS,
they can show up here. The pitched will show up here. The ones that respond to the pitched will show up here. And then
the rest is pretty much up to you. Now you can put into everything will automatically be go into booked if they
are booked. And then if they no-show, you can drag it manually and then go to the no-show automations.
And then the rest is pretty much for you to use. Now, let's go over the automations that come with this uh new
snapshot. So, you should see a new folder in here called cold SMS. Two automations, one called Q/ Pitch SMS and
one called SMS notification. So, the Q/ Pitch SMS is a super super simple workflow. All that happens, all that you
need to understand is that when you add contacts to this automation in the drip campaign the way that we we're going to,
they're going to become a cold SMS lead in the pipeline and then they're going to get sent the hook. I have you guys
making this later in the video as well as a wait step. And if they positively reply to that hook, then
basically they'll it'll send a pitch message, which I also have for you guys in this video. It'll make an opportunity
called pitched in the pipeline and then it'll wait to you for apply from that and a lot of people won't reply to that.
So what we have to help that is a follow-up. So it's a simple follow-up just if they don't reply to that initial
message. And then if they do reply to that message then all that's going to happen is that it's going to become a
new lead and you're also going to get a a notification. So the notification is super simple.
when it becomes a new lead, you just get a notification via SMS via the phone number that you put in your custom
values. Now, eventually, if you'd like, you can put this in a Slack channel as well. All you have to go do is go to
settings, integrations, connect your Slack, and then change this to be a Slack,
just like that. And then if you connect it, it'll just be like a simple, you just choose the channel, and then choose
the message. So, this is the message that I have for you guys right now. New lead call within 5 minutes. All the
information. and then as well as the link to actually just contact that lead directly because every time you get a
notification and someone responds positively to that pitch, you're going to want to call them up. Yeah, guys,
that is the entire snapshot. It is so so simple. Don't over complicate this process. It's super easy. So, let's keep
moving. Fuel for the fire. So, there's so many ways we can go about getting leads. And
as of right now, here are my main favorite methods. Like this is dependent on where you can find the information of
your, you know, potential customers in your niche and these are pretty much dedicated for niches that are found on
Google Maps and BBB. So if that's you, you can use this resource. If not, just critically think about it. You know, you
can either buy leads on bulk off Fiverr or just use pretty much any other tag to get them. Don't over complicate this.
Just and don't spend too much time scraping leads. Like don't do it yourself. There's so many methods out
there. It's a low leverage activity. Um, but this is for the people that can't find the leads they need to on
Google Maps or BBB. Now, I'm actually not going to go through this because I'm going to let you guys do it yourselves.
Now, this video, this resource right here has a ton of different methods of getting leads and they are the best
ways. And there's there's also step by steps on how to do each one exactly as well as video tutorials on there as
well. So, all you need to do is just determine whether whether or not this is on Google Maps and BBB work for your
niche. And if they do, choose which one specifically and then just go with a method on here. It's a pretty
descriptive resource that should help you go ahead and pick a method of getting leads and u make sure you're
never scraping leads ever again. So, once you actually have your leads, let's use this master lead list I have
for you here. So, this right here is the master lead list. Now, it's a super super simple spreadsheet. So, all you
have to do if you have lead scrapers, you can put their emails in here. This is all the states in the United States.
And there's status options. So, if you have a state where you have too many clients or you have a state that's just
not good. For example, Texas is not very good for roofing, you can go ahead and block that.
Now, also, you can go ahead and select each state's sheet. they will also be down here. So, if you want like a quick
way of getting into like Michigan or something just like that. Now, also I recommend getting leads in there's
going to be like you'll understand how to get leads once you go through the process and watch the tutorials, but I
recommend keeping each state pretty organized and clean just so you have a giant amount of leads, you know, from
the whole history of your business. So if you ever need more, you can never just you can always just come back
because with getting leads, a lot of people think that you might like run out of leads. Now, this is ridiculous
because you can take the same like I've done this. You can take the same list of leads that you got eight se six to eight
months ago and completely do the same outreach or same method or same system towards them and they will forget
completely that it happened in the first place. So, what I mean by that is leads are infinite basically. And I just want
you guys to make sure that you know that and that there's no way you'll ever run out. Okay? I mean, I'm just saying like
unless you're going for like giant companies or you're going for like really really really niche specific
things, which hopefully you picked a good niche after watching that video so that you don't really have that problem.
But all you need to do to fill this out because of the formatting is fill out the website/bb link. the company name.
Now, with the BBB, for whatever reason, it formats company names in a pretty interesting way, like all the scrapers
do as well. What I mean by that is like like let's say it's like that. This will basically get rid of that. So, when
you're importing into go high level, you can just take this column instead of this one so it looks less like
suspicious. If you're reaching out like is this Owen roofing question mark, they're not going to be like, is this
Owen Roofing LLC? Like, it's just, you know what I mean? Now, the other thing you need to fill out is the phone
number, the email, and then with the full name as well from BBB. This is what the full name will look like. Now,
what's great is I have a way of splitting it up just like that. But, like I said, I really, really recommend
going through the process, getting the leads, and making sure they're all in here organized.
There are infinite amount of leads, but it's super easy to just copy and paste. And I don't mean like do not type out
the information, okay? you're going to get spreadsheets. A lot of the lead methods have you creating like random
sheets, um, random spreadsheets where just have a ton of information. And what I mean is that like make sure whenever
you get like a giant list of company names, a giant list of phone numbers, giant list of emails, giant list of
websites, just copy and paste them all in. It's super super simple. And if you're wondering how my infinite
scroll is working, you can check out a setup video I have on my YouTube that I posted a few weeks ago. Now,
another great thing about this is that for every single one of these sheets, there's um a duplicate checker on the
phone number because I don't want you guys to have like duplicates of phone numbers on here. So, if you have like
any duplicates, like 1 2 3 1 2 3, it'll just show up like that. And that's the same for every single
sheet down here. And we're going to run through exactly how to use this once we go through me going through the whole
system. But I just want you guys to make a file, make a copy of this, call your company name master lead list, and then
you have a solid lead list of every state in the US. Now, if your services are dedicated to a place that's not in
the US, you can always just reformat this to whatever it is, whether it's provinces or whatever. Now, let's keep
running through the documents. [snorts] HPF script configuration. So before we
go over the entire highle process in gray, we need to configure some scripts first. So this is where we are on the
process. If you guys remember, this is the chart. Now we know how to scrape leads. We know how to get leads. We know
how to format them. And I will show you how to actually use them uh once we go through and go to the go highle stuff.
But first, let's go ahead configure some scripts. So there's three messages that we need for this specifically, and
that's why it's called HPF. We need a hook, a pitch, and a follow-up. Okay, the reason why we're only using three
messages and not like 25 follow-ups is because SMS costs money on go high level. It's
cheap. Don't worry about it, but just make sure you know what you're spending. Because if you have like 20 follow-ups
and you send 5,000, that will end up spending a lot of money on cold SMS. So, hook, this is super simple. It could be
a question or a message just to qualify people or just engage them, get them to reply, etc. Like, do you guys do roof
replacements? Do you guys do ceramic coatings? Is this owner name? Something like that.
You need a pitch. You need a pitch. So, like a simple message that used to is basically used to convey your offer, but
more in like a damified way. You know, we don't want to use our medium form offer here. So, like, nice, this is
Owen. I saw you off Google with some good reviews. I was just wondering if you'd be open to like a little
partnership or something. I think I got like five or eight people that need a roof replacement. Are you open to this
or whatever? Follow up. A simple message. Don't overthink this message because a lot of the people that go
through the process of cold SMS with you are going to reply to the hook but then not reply to the pitch. So, the
follow-up can prevent that. So, like this is company name, right? You want to chat about it? No worries either way.
So, here's a simple configuration resource so you can figure this script out. So, just go through this process
and create your hook, pitch, and followup. And this will show you how to actually add it into the automation
itself. Running the system. So, I'm going to go through the entire process of me actually running the system as if
I were to send cold cool SMS right now on Friday at 7:34 p.m. All righty, you guys. So, let's say you just got your
first, you know, 6,000 leads right here, right? Let me just reset this from the example earlier.
So, let's say you didn't your scraper didn't give you the email or the full name or any of that stuff, but you
realize like you don't really need that stuff to uh actually send SMS to them because you don't have any full name or
name in the automations or any emails or anything. So, all you need to do now, now that you have a list of, you know,
thousands of leads, mark off exactly how many you want to send. So, like, let's say there's like 5,000 here, go ahead
and mark off like I'm going to send 34 today. So, simply just mark that off, right?
I recommend highlighting it like a like gray or something, just so you know that these leads have been sent SMS already.
Now, what you want to do is copy all the information, create a temporary new sheet, and and
paste it all there. Okay. Now, these sheets right here are going to be pretty much deleted after you use them. But all
you need to do once you copy and paste the info, you simply just download it as a CSV. And then we can go ahead and
delete this sheet now. So, now let's go into our go high level. All we want to do to import it is to go ahead and go
into contacts and press import contacts. Okay. Now we're going to upload the file that we just downloaded. Select next.
Go ahead and map out all the information. So the BBB link I usually put as the website. Make sure to do the
second one because the second one is the formatted company name. Map out the phone number and then
unmatch the don't import the unmatched column. So for example, this one is not matched. So just don't import it. Press
next. Now naming these are really important. I recommend doing this so you can keep track of what day it is and how
to easily contact all these leads. Now what I do is typically the amount of leads I'm sending. So let's say I'm
sending 34 now as well as the date. So now you've done that. All you need to do is create a list of contacts from the
import. Super important. Don't worry about the advanced. Confirm. and then submit.
So now it's going to go ahead and process and it'll you'll see it there. And now if I click on it, you probably
won't see the leads. And there we go. Now we have 34 leads. Now one thing that's great about go high level is that
it won't actually import all of the duplicates. So I put in here as a duplicate to test and as you can see we
imported about 32 and it removed the duplicate and made it 31. Okay. It's really, really smart and
intuitive. And when you want to send the send the actual SMS, all you have to do is select all records. Add to
automation. Choose the Q/Pish SMS. Add in drip mode. I recommend calling
this just like cold SMS. It doesn't really matter. And start it a few minutes from now. So,
let's say I was sending it. I'm not going to send it at 7:50 p.m., but 7:53 p.m. And then you want to send five SMS
every 5 minutes. Okay? And press add to automation. That's all you have to do. Okay? And then once that time hits, once
753 hits, it's going to send five SMSs to five of these contacts. Wait five minutes, send five more, wait five
minutes, send five more. It's going to do that all way all until it's out. That's why every morning I recommend
doing like setting it up at 8 and setting like 500 leads to go and then basically the entire day it'll just send
SMS and just basically work all day and then at every time you get a notification it is going to basically be
crucial that you call and book that an appointment in. But what's great about this system is
that it kind of runs in the background. Like you can work on so many other things whether it's watching more videos
of this program or whatever it may be. You can work in so many ways in the background and it'll just send over
thousands of messages and every time you get a positive reply, which you will, you'll get a lot. Just go ahead and give
them a call and book them in. Super super simple. Just be in the conversations tab and kind of watch the
SMS be sent to make sure it's delivering properly. If not, you may need to troubleshoot some things. And you will
have a limit as well, your SMS limit. If you go to the agency level and view your actual sub account, you'll be able to
see your sending limits. Your sending limits do ramp up, however. So, for right now, I believe it starts at 100,
but once you break that, it'll give you like a 24-hour waiting period, and it'll be like 150, then 250, then 350, then
500, etc. Um, if you're impatient, just create multiple sub accounts, get them get their phone numbers verified, which
like 15 bucks, and just send off a multiple like multiple sub accounts. That's what I recommend. But for that
you do need the 500 a month or 297 a month go high level plan as well. But yeah when you actually get that
notification whether it's on your phone or Slack you just click that link or go to the con the conversation because that
link takes you to the conversations tab select the actual contact and then just give them a ring and book them in also
double down. So that is pretty much the system in its entirety. It's super super simple this way. It's organized as well.
So you probably after you should have thousands of leads. You can always add, you know, thousands and thousands of
more columns if you want. And the formatting process is super simple. Uh I recommend getting one of these mouses as
well cuz the infinite scroll is super nice. But yeah, let's continue. So calling, you know, I don't want to
really repeat content. And if you're watching this, there's a chance you either watch the cold calling module be
cold calling video before this or you haven't yet. And if you haven't yet, go back and watch it because there's a lot
you need to know about calling prospects, whether it's framing, urgency, rapport. There's so many things
that we need to make sure we nail. And so, in addition to the previous video, like I'm just going to recap on two
quick things. Just make sure with the cold SMS system, because you're not directly cold calling them, they're like
engaging first, giving you a positive response, and essentially like diving into your products a little bit. The
framing is there already, but you need to make sure every time you're in contacts with them, contact with them,
you reset that framing and make sure they know that they're there to look at you and what you're selling and not the
other way around, right? We don't need them as clients, but they need our services. That's how it needs to be
framed. And then also remember, we just want to build urgency on the call because you
can have all the show rate automations in the world, like everything. But if there's no urgency, then there's no
reason why they would want to even step on the call in the first place. You know what I mean? If they don't want what
you're selling, there's no value, they just don't think there's going to be any value, then they're not going to show.
You know what I mean? Saying that like you can just provide some free value to help them out is not enough urgency. you
know, you need to build build urgency. So, here are two scripts I have for you for cold SMS. One script when calling
them is to basically call them when you get that notification in and book them in. And the other one is calling
prospects 2 hours before the meeting. So, go ahead and open this up. This is the calling script. Super simple. I have
some tips as well on the side just so you can make sure you internalize things. Everything in the dark is
changeable. Everything in the light is something that they would say, etc. So, here's
where we are now. We know how to scrape leads, add them to go high level. We know how to add contacts to the
workflow, the drip campaign. We know how to send five every 5 minutes. We know how to call when you get a notification.
And we have the scripts for that, the call 2 hours before. And lastly, we need to know the appointment booking stuff
and the show up sequences. Now, the appointment booking stuff is super super simple. Um, all you need to
do, I'm I'm not even going to read any of this. All you need to do is while you're on the call with the prospect,
just go to your dod domain.comstrategycal. Hopefully, you book this, bookmark this,
and tab extend, but if you haven't, do it. And simply just fill their information in because go highle creates
contacts based off of phone numbers. So the reason and the reason why I say that and the reason why I have
duplicates highlighted in the spreadsheet is because in go highle you saw that when we imported the leads and
there was a duplicate it removed it and it merged as one contact. It will do the same thing with booking
and that's why instead of just like booking in the contact directly like by clicking on the contact and go highle
because that's a little bit annoying. we can just book them in on the calendar and as long as you have the same phone
number as long as they want to book in the same phone number, which I'm assuming because you're on the phone
with them while you booked them in, it will be the same phone number, just go ahead and book them in while you're on
the call. But yeah, and also side note, just because like they're not booking in
themselves, they don't really see the slash booked page that we created with the pre-all via cell and the
confirmation. So, just make sure they complete the steps on the slash booked page while you're on the call with them.
Okay? And this this is in the script, by the way. So, really quickly, I want to run you guys through the showup
sequences. So, the automations that I use to make sure they show. So, when someone books an appointment with you,
this is what they get. Okay? They're going to get a message that says, "As a reminder for your call, confirm."
Okay? As well as the meet link, etc. So just make sure that you know that this is the first message that they get. So
you ask them be like did you get a text message on your phone said like reminder reminder reminder reminder reminder
reminder reminder reminder reminder reminder reminder reminder reminder reminder reminder reminder reminder
reminder reminder reminder reminder something yes confirm this is the email that they get
okay with the VSSL the post booking page and test this out. So I recommend booking in yourself just making sure all
this looks good and all of it's branded properly. It should be if you filled out the custom values enough, but there's a
few things you just want to make sure 100%. So, just just go through fine-tune, make
sure all these automations look good. The two hour before notification,
good to hop on a 43 minal VSSL if you haven't yet. And then, uh, yeah, should be good. So,
that is all the show up sequences. Now, the last thing that I have for you guys in this video is if you want to remove
yourself, which you need to, okay, I recommend running the system for a little bit, maybe get to like 5K a month
with it or 10K a month, which should just take, you know, not very long to be honest. Like, it's pretty fast with
this. Um, you can remove yourself completely by going through this resource. This
will be this resource will be in every single outbound video I have on here. But there's tactics that you need to use
that you can implement and structures that you can implement like literally as soon as tomorrow. And I want you guys to
go through that and at least start putting out job applications. Start getting people on your team. Start
building them up. Start training them because over enough time you're going to get like 30 or 40 people that are
interested in being appointment setters for you. But there's going to be like three or four
that are really damn good at what they do and they will basically just feed you with appointments. Like you'll have 10
appointments a day on complete autopilot where we don't even see anything and all you do is sit on calls all day every
day, right? And this is the reality of scaling, right? But it's what we want. And then the final thing is the SOPs. So
these are SOPs of everything that I went through today and actually just running the system yourself. So hopefully with
that, you don't have to actually watch this video ever again. You can just look at the SOPs just for reminders. But
yeah, just to recap, this is everything we went through. I'm not going to go through it again because there's nothing
to really understand here. Just make sure you go through everything in this video, all the processes. Uh remember
the lead source right here, the fuel for the fire resource will be constantly updated. So, chances are if there is a
method in there and it looks complicated and hard to set up, it works because it's still in there. Otherwise, I would
have been notified and to remove it. So, yeah, I will speak to you guys soon. Thank you so much for watching. I hope
you enjoyed this video and I hope you crush it with this system because I know you can and it's such a great system to
book in appointments. And real quick, just a side note, test things out, okay? Don't be irrational. Don't make script
changes after 50 messages are sent. What's great with this system is that you can easily send 500 messages. So,
you can completely test out a new script every single day if you send 500 a day. But the, you know, the the the number
you want to look for is 300. All right, we're going to go we you should have a basic understanding of metrics and how
they work already at this point. But just be realistic and I guarantee you it's because of your messaging. Like if
you're not getting a lot of appointments, we can always work through it. Yeah, this system is killer. This
should give you so many appointments and get in the habit of doing it every single day. All right, so I'll see you
guys soon in the next video. And remember, if you haven't watched the cold call video yet, do it now because
there's a lot of fundamentals that I need you to go through to make sure that you're not, you know, missing out on any
appointments just because you don't understand fully how to call people like this. So once that's done, you can come
back, build the system, imple implement it in your business, which shouldn't take longer than 20 minutes. And once
you do that, you can start scraping leads, getting appointments, and closing deals. So, all right you guys, I will
speak to you soon. Thank you so much for watching, and uh good luck. Hey everyone, it's Owen Rensland, and
welcome to Cold Calling Catalyst. This video is going to take you from start to finish on the my entire cold calling
process. Cold calling is really fundamental, and I really recommend watching this video. Even if you don't
plan on cold calling directly, still watch up to a certain point because there's a lot of fundamentals about just
calling business owners and conversational stuff that I really think would be beneficial for you to learn.
So, let's jump right in. Here's what we're going to cover. We're going to go over mindset and belief shattering right
off the bat, just so we can make sure that your mindset's built and ready for cold calling. tonality, frame, urgency,
objections or lack thereof, rational reverse engineering, plugandplay, fuel for the fire, booking sequences, running
the system, removing yourself, and then SOPs. Now, if you aren't planning on cold calling, I recommend you do. What
you want to do is watch this entire video all up till plugin play. So that's what I would recommend because a lot of
the uh a lot of the fundamentals are in the beginning of the video and we want to make sure we cover those because no
matter what outbound method we have we use it usually will include calling at some point. So it's really important
that we go through this because this could also be used as like a little fundamental sales lesson
especially when we talk about frame and stuff. So let's jump right in. So once again welcome to cold calling catalyst.
This video will not only go over a very crucial and important step in your entrepreneurial entrepreneurial journey,
but also teach you the fundamental skills you need to scale an agency. So, cold calling is really, really good in
the beginning. It can get you a bunch of meetings and especially building cold calling teams could help you scale super
super fast. But it's not necessary to scale to six or seven figures. There are better and easier methods like cold SMS.
However, cold calling is very very important just for the like the fundamentals and the learning skills
that you get from calling the prospects. So, that's why I recommend cold calling in the beginning. But if you aren't
planning on doing it, once again, just watch up until plug-andplay just so that you can get the most important
fundamentals from the video. But, uh, let's jump right in. Mindset and belief shattering. So, the first and arguably
most important topic in all of this is your mindset. So if we can't nail this in the beginning, then you will have and
you'll find that cold calling will never do what you needed to do and you like will never be able to cold call, right?
Our mind literally plays tricks on us because our subconscious rules all because all humans try to move away from
pain. So let's cover some crucial ideas because like it's really about how we view it. Cold calling is not bad and
until you see that, you're going to have a hard time doing it. So, we want to change how our mind in its entirety. So,
subconscious and conscious views cold calling. So, I have a few tips here that we can go through really quickly just to
help you right off the bat cuz I bet you if you've cold called before, you have some of these instilled beliefs in you
that we need to break. Tip number one is value. So, cold calling is literally just a value exchange. Like nothing
more, nothing less. You have to train your brain to view cold calling as enjoyable as possible. All it is is two
humans exchanging value for each other's businesses. Like that's all it is. It's just one person with a proposition and
the other person has a business and then you can merge together, grow together, and exchange value. Like it's that
simple. So I recommend viewing it like that. Tip number two is positivity. So regardless of how they see it or not,
you have to program your mind so that every time you think of cold calling, you feel good about it, right? Think
about it positively that you're helping change people's lives because you are like genuinely like if you get them on
the phone, you book a meeting with them and you go through the sales process and they
become a partner of yours, then you can then you can actually change their life completely with your product. So always
be nice and kind like so never hang up abruptly or prematurely. Always have positive interactions and actual full
conversations because that will train your mind to appreciate these conversations and you'll enjoy it more.
Right off the bat, these are super simple. Tip number three is pretty interesting. We can look at it like a
prank call. So, I never really did this, but I heard it from one of my mentors. And if you do prank calls before the
actual cold calling session, just to prime your brain and get used to the nervousness of calling someone of the
blue, it can really help. But feeding into that more is tip number four, which is that nobody's real. Like, you need to
have the mindset when cold calling that everyone is literally a robot and nobody's a real person because they kind
of like aren't. I mean, genuinely, how many people like do you think you'll actually see in real life that you'll
cold call? Like, probably never. Like, ever. So, you don't want to treat rejection and put a bunch of weight on
it, right? Because it's it doesn't matter. It's it's not real because these people aren't real to you. They're not
in your life. They're not people closest to you. Like you'll never see them in your entire life. So you need to have
the mindset that like nobody is real. That will really really help especially when you get rejected. Further on in
rejection is tip number five. So every time you experience rejection, say you love it. Like constantly train your
brain every single time to say that you love rejection. Like you love it, you love it. That means I'm getting closer,
right? because otherwise if you don't do this, if you don't train that part of your brain to love rejection, then it
will eat you alive. So tip number six is incentives. Now, we will do this later on in the video, but we can reverse
engineer how much we make from each individual cold call. We'll go over this later in the video, but basically you
can equivalate every single cold call you do to be like $10 to $40. Like that's not too damn bad when you think
about it like that, but you want to incentivize yourself. So like this may this might not be how it works like
systematically but kind of is. And so you say like the more nos I get like I'm getting so many nos
and rejections the closer I'm getting to a yes. Right? If you think about it like that it can truly truly help cuz when
you're actually cold calling it feels like that. Remember during these calls you're getting sales skills you're
getting confidence builders. You're losing the fear of rejection in its entirety which is amazing. you're
gaining self-respect and like a ton of skills when cold calling. So, there is a lot of upside to cold calling, right?
And this this outreach method is arguably the best in the game just for personal development, character
building. So, like if that isn't an incentive, like I just I don't know what is, right? Tip number seven is
gamification. This really really helped me in the process. And you need to think of cold calling like a game. So, there's
a lot of ways you can make it seem more like a game. Something that I always did was tally my calls, pitches,
resonations, and appointments on a whiteboard. So, like I would have a whiteboard in front of me with a marker
and I would just tally everything and just think about it like a game. Every time you get an appointment, you just
like mark off the points and it feels like you're gaining points in a game. Like it makes it so much easier. And I
know that sounds crazy, but I really really recommend it because you just constantly want to get more and more and
more points, right? Tip number eight is mirroring. So what's interesting is that business problems are usually not
business problems like but life problems showing up in their business which is the concept of mirroring. So the thing
is with mirroring is that you have to treat other people cold calling you with respect and you want to act how you
would want a prospect to act right when you call them. Now, the thing is is that if we get cold calls and we treat them
like and we just like hang up right away and we you know what I mean, then that will show up in our actual cold
calling process, which sounds absurd, but like your subconscious will truly thank you for this if you treat every
single cold call you get with respect. And you know, all these tips are designed to just like help you see
differently. Now, let's go over some fundamentals to actually understand how to call prospects and how you should be
acting on these calls. Tonality. Tonality is arguably one of the most important aspects when it comes to
calling prospects and sales just in general. Like, it's super super overlooked, but it's really important.
There are four main aspects of tonality. Confidence and clarity, warmth and friendliness, energy and enthusiasm, and
then adaptability. So these four aspects right here are really really crucial when learning to properly communicate
over the phone. So let's go over confidence and clarity. So like we mentioned earlier, like these calls are
all about value, right? So it's important that the prospect thinks that this call is worth their time. This is
why you have to be confident. And there's a few ways to be more confident, but let's say you pick up the
phone and it's someone trying to sell you something and they're like, uh, so like we could probably get you more
customers. Um, like I think that it would probably work out verse we can get you five to six roof
replacements completely risk-f free. Like I've done this so many damn times. Like the difference between those are
astonishing. And in order to be more confident on the phone, you have to speak clearly. And this is uh really
important as well. If you have an accent that's not like a typical American accent and you're calling American
businesses or something, then mention it in the beginning. So you can always make a joke about it in the beginning or say
like I do have an accent. I know. I know. Maybe don't say that but like just make sure that you bring like awareness
to it, right? Don't act like it doesn't exist because obviously it exists and your prospect knows that. So in order to
seem more confident as well, avoid filler words like um like you know just filler words like that. And then just
act confident like just feel good about yourself. feel like you know what you're doing because you got you you do like if
you have this program and you've been through the material like you know what you're doing. So those are what you need
to do to act more confident and be more clear on that call. Now the next thing is warmth and friendliness. So
positivity is really important and not only does it set the relationship off right like with the prospect or the
potential client but it also helps our mind and how we think about cold calling. If we're friendly on the phone,
then our mind will be more like positively inclined to give it a positive spot in the mind. To enjoy cold
calling more and want to do it more subconsciously, we just have to be more friendly and warm on the actual call.
So, a really, really, really good tip for this is to smile while you're on the call. Like, think about this. Like,
listen to my voice here. I went to the store to get bread. I went to the store to get bread. Like,
those two, you could probably tell which one was smiling, right? And so when you're on the phone with these prospects
and you're cold calling, just smile while on the call because what's crazy is that people can tell whether or not
you're smiling like just by the sound of your voice. And you know, they can't see it. But trust me, it helps a lot.
Another thing you want to do and where a lot of people go wrong is that they end the call on a bad note. Like they hang
up abruptly or they do something like that. And you never want to do this because if you hang up abruptly and you
end the call on a bad note every single time or you say something mean, then over enough time, your subconscious will
be trained to think of cold calling as a negative experience. If you're constantly ending calls on bad notes, so
be playful. Don't end the call like on a bad note and don't end it abruptly. And this should help you out a lot. So
another aspect of tonality is your energy and enthusiasm. Like we don't want to have car salesman energy and be
like I will get you 10 to five jobsah blah blah blah. Like you don't want to act like that. But you want some energy
in our tone. So you don't want to be like oh we'll get you like three to five jobs but you also don't want to be like
oh we'll get you three. Like you know what I mean? You need to have balance. But it's really important that you have
some energy and enthus enthusiasm because having, you know, like having your pitch be monotone and comes off as
pretty boring. So to show genuine interest, we want to vary our pitch and just try not to sound monotone. Like
tone is something that you'll learn a lot in sales. But it's really important that we master this early on or start
working on it early on because like for example my voice right now like I am constantly changing my tone like I am
constantly changing my tone to different pitches and different like energies and that makes it sound a lot more
listenable. And if you're on these calls and you're monotone, like imagine if I made these program
video. Imagine if I made these program videos and I only appeared in one tone. Show generate interest by understanding
their problems and helping them by varying your pitch and like it's so damn boring. You know what I mean?
So in order to have some more energy and enthusiasm, we want to, you know, vary our pitch, show interest because
remember like we can we're understanding their problems and we're helping them. So adaptability. So, like this is a
skill I learned when doing door-to-d dooror sales growing up. It's really, really important that we match our
prospect's tone so we can build some more rapport. And if we can do this properly, then our prospect will feel
more of a connection with us. They'll be way more inclined to resonate with what we say and also maybe book an
appointment and even become a close client. And to apply this to be more adaptable
and match their tone, you have to just kind of listen to what they sound like. Listen to how they act.
Listen to how they talk and match it. If they drop a swear word randomly in like the call at some point, do the same. Or
like if they sound more formal and they sound like they're probably just like in an office in a business, then do the
same thing. Sound formal, professional, like you know what you're doing. And vice versa, like if they sound casual,
then have more of a relaxed tone. Like all of these things, being more adaptable on the phone will allow you to
build way more rapport and you can get way more success. So, make sure to couple all these four main aspects in
your calls and you'll get way way better results, right? Confidence and clarity, warmth and friendliness, energy and
enthusiasm, and adaptability. All these things will majorly help your tonality and allow you to book way more meetings.
I hope you guys can see that cold calling is a lot more than just saying a script. You know, there's a lot more to
it that makes you successful or not. And all of this stuff doesn't just like affect your booking rate. Like, this
affects your show rate. This affects your close rate. Like it's really important that you nail everything in
the most fundamental level. Otherwise, you're going to struggle like you're going to struggle a lot later on. So,
now that we went over tonality, let's go over frame. So, the definition of frame is the
perspective, context, or lens through which a situation, conversation, or idea is presented and interpreted. Like, it
establishes the boundaries and meaning of an interaction, shaping how others perceive and respond to it. So, for
example, to help you understand this, like if a prospect is focused on price, you can reframe the discussion to
emphasize value and long-term benefits instead. So, it's like kind of a change in perspective,
right? Perception is key in sales because it completely determines why people do things. Like, if someone
perceives something as super super valuable, then they're going to go with you and pay you money. You know what I
mean? Another example is setting frame at the beginning of a sales call like to guide the conversation so you could
focus on your value establish yourself as the authority on the call like in the beginning of the call saying
hey I appreciate you for taking the time today in this call we're going to go over some question I'm going to go ahead
and ask you some questions and see if you're a good fit for this product if not worries like etc like we want to
frame the call so then the perspective is shifted so we have the authority And that will shape how others perceive
and respond to it so we can able so we're able to actually like book appointments or like guide them through
the process that we want them to. And you know whether it's a cold call or like a more detailed sales call. The
ultimate goal is often to either like book an appointment or secure a new client. If we can properly utilize frame
and authority, it will allow us to lead the conversation, highlight specific value we want them to see and address
concerns in a way that aligns with our goals. So, so like frame is the key when setting appointments and closing deals.
And the only way we can actually establish frame on these calls is set expectations, ask the questions, and
positioning yourself as the expert, right? We have to have control. Otherwise, we're going to get walked all
over. So, when setting appointments through like outbound, like cold calling, it's really crucial that we
reframe the conversation. So, like frame it so that they are coming to you and need your services and you aren't coming
to them. like even though technically you are and so like you don't really need them as a client because if they
feel as if they need you and you don't need them, they'll be more likely to go with you. I don't know how this works
with the law of attraction, but if you come off across on a cold call like you really need a client, like I need you as
a client so badly I don't have any clients, they're not going to go with you. But if you come across as like, I
don't really care what happens on this call. Like I just offering my services because the people that get them are
super benefit from them a lot. So if you want to go with me, you can. If not, no worries. Like that is way more
attractive for some reason than the than the other way around. So that's the thing with outbound though is like it's
already framed in the wrong way because we're calling them. So like for example when you run paid
ads on Facebook the prospect clicks on your ad coming directly to you fill out your form so the frame is completely set
in the right way like they are coming directly to you. However in a cold call you are calling them. So like during the
actual call you want to reframe them so that it seems like they're coming to you for your services and you're not coming
for them to be your client. And this is the reason why I preach cold SMS so much. It's because you're texting them
first to kind of break the barrier and then they give you a call. So, it frames them as if they're calling you for your
services, which will ultimately help you book more appointments because the frame is set better, right? If you couple that
with tonality, a solid script, and a bit of urgency, like there's no reason why you can't get them on a call and close
them for at least, you know, 1 to 5K urgency. So now that we understand the frame, we need to build urgency on these
calls and reframe their mind to instill a sense of importance. So the prospect actually shows up for the call. Now
people don't understand the concept of urgency because urgency is different than scarcity. People on cold calls and
other outbound appointment setting calls will always have the mindset that like this can wait, like this isn't that
important. Like why don't we just do it next week or whatever? And it's really important that on this call, we change
their mindset from this can wait to this matters now. Otherwise, if we don't change the urgency and increase it, like
they won't even show up in the first place. So maybe you book a meeting and they agree to it for tomorrow, but
because there's no urgency in their mind for this actual call, they're not going to hop on. They're just not going to
show up. Like most programs you see online will teach booking appointments with cold calling and you can get like
you know five to 10 meetings a day with ease but nobody teaches these fundamentals
like urgency which is the key like if there's no urgency like honestly there is no reason to even show up in the call
in the first place and how I used to go about building urgency is I would say on the cold call um I can share some free
value in our meetings so at the very least you can implement the things I use if you'd like yourself. That's how I
used to build urgency and it worked okay. But in order to build more urgency, here's an urgency equation I
created. So you know the Alex from value equation. This is my version but for urgency.
So it's perceived cost of delay time sensitivity divided by perceived risk of missing out or FOMO times desire for
immediate benefit. For all the examples coming up, I want to make sure that you guys understand that you shouldn't
directly say these examples in calls, but only if it flows well with the scenario. Like remember this isn't
binary. It's not about whether or not you have built up urgency. Like it's not like yes or no. Yes, there's urgency or
no there's not. It's about how much you have built. So you want to just build more and more urgency so the chances
that they show up to the call is greater. And you know, if people think that the call is going to change their
lives and you had enough confidence, then there will already be enough urgency to hop on that call. But here's
some extra bonus features that we can do to actually increase the urgency because like over time, that's why this is why I
preach cold calling so much early on is because you can master these three things. Like you can master tonality,
frame, and urgency, which will really help you in the sales process later on. But over time, you'll
improve at this and it'll it'll immensely improve your show up rate. So, perceived cost of delay. You're probably
asking like, "What the hell does any of this mean?" The perceived cost of delay represents the consequences or missed
opportunities if they wait or delay their decision. So, for example, like let's say you were to say on the call
like if you wait to hop on a call with me, like I don't want to be that guy, but you kind of risk falling behind your
competitors because I'm already working with so many guys that are getting leads online and the longer you wait like the
harder it'll be to catch up. So, it's really important that we hop on a call as soon as possible. So, your business
and I've seen your business online like it's qualified. It's just about taking the extra step like that is really
really good to build urgency because like by not hopping on a call with you as soon as possible you mentioned that
they're falling behind to their competitors like nobody wants to hear that time sensitivity so there has to be
some aspect of time sensitivity in the potential meeting like like mentioned like I don't want to waste time and I
don't want and I want people to take this opportunity seriously because like we're completely filling up with clients
in the US as we speak and so we need to get on a call within the next 24 to 40 hours or just there has to be some form
of time sensitivity like otherwise people will just want to hop on like two weeks from now or like after the
season's over like at the end of the month and it's like I'm sorry but no, you [laughter] know
what I mean? So you need to somehow on that call just think about it and build up that time sensitivity.
Now there's ways you can configure this into your actual script. The script I have for you guys in this video isn't
too complicated. It's a pretty barebones script. So you guys can work on adding some of this stuff. But the reason why a
lot of this isn't directly in that script is because I want you guys to be like learn these skills naturally
because in sales when you're actually on the sales calls with these guys, you're going to need to be able to build build
urgency fast. And the best way to do that is to develop the skills fundamentally so that when you hop on
the call, you don't have to just read from a script and hope that it'll work because trust me from experience it
won't. So in the equation, we divide that by the perceived risk of missing out and the desire for immediate
benefit. The perceived risk of missing out, otherwise known as FOMO is that they're going to miss out on this
opportunity. So like for example, several of your competitors have already signed on with us. They're seeing an
average of 40 extra leads every single month. And so like that's the main reason why I want to hop on a call and
go over everything in more detail because your business is a perfect fit for this desire for immediate benefit.
So, another great way of building more urgency is to mention what can happen if you take action fast or if they take
action fast. For example, we can have your campaign up and running in literally just a week. So, you'll start
seeing results almost immediately. So, I look forward to speaking with you. Like, this is a way to just like slightly
build some urgency in the call. Say it at the end of the call or something. And a combination of all four of these isn't
necessary every single call, but the more urgency we have in the actual call, the better chance that these guys are
going to actually show up. A lot of people think our your show rate is affected by automations and reminders.
And it is to an extent, like especially just making sure that they know how to hop on in the first place, but actually
it's more about building urgency. And if you can't build urgency in the call, then there's not going to your show rate
is going to be like 20%. Instead of 60 or 75 like it should be. Objections. So, if not fully understood yet, an
objection is a concern, hesitation, or resistance expressed by a prospect during a conversation, which is like
kind of a potential barrier to moving forward with something. So, for example, what's the price? How does it work? Can
we conduct the call now? Let's do it next week. I already have too much work. I'll check out your website and get back
to you. Let me think about it. Like these are all objections. Now, I will have an entire video on objections
that's got to be more than two hours long in the sales module. But for now, let's go over some key understandings
about objections and cold calling because it is a little bit different than in sales. Contrary to popular
belief, like we don't really want to handle objections and cold calling. And the reason why I say that is because if
they're not if they're like throwing a ton of objections at you just for hopping on a simple little Zoom call,
then chances are they are not going to be the best fit. And I've seen it like hundreds of times. And if they have
plenty of objections on the initial cold call, like there is a worse show up rate, a lower close rate, and they also
are just not the type of people you want to work with in the first place, which is really really important for churn.
Like obviously show rate and close rate are really important metrics, but we want to focus on people actually staying
with us because just one person paying us one time is not worth it, right? A lot of this program is going to be
teaching you guys how to maintain clients and it's really important that we actually master that. But the first
thing we can do to prevent it is to see it actually on the cold call. And when people throw just a ton of objections at
you for no reason to even hop on a call, that's how you know they might not be a good fit for you. Like if you feel if
you have a feeling that they might be a good fit, what you want to do is just ignore the objection and ask a question.
Like almost fully interrupt them, but not completely. Now, like if someone says, "How does it work?" question mark,
you pretty much just ignore it and be like, "How long have you been in business for?" Like like right while
he's saying it. This is a really good way of doing it because they're almost just throwing out smoke. Like they're
literally throwing smoke at you, just just BS. And the better the better you can cut through it earlier on, the
better you can kind of manage it and move past it. Here are some typical objections that are super common when
cold calling and some responses I recommend. So, these responses are responses that pretty much hold frame
pretty strongly. So, I recommend using them. But if they just throw like objection after objection, just just get
off the call. It's not worth your time. So, what I recommend doing is actually just writing these down in some kind of
vault or something so that when you're cold calling and you don't really know the response right off the top of your
head, you can just pull this out and use them. Now, I'm not going to go through every single one of these objections on
this video, but it's really important that you go and understand and look through this because when you're on a
cold call and you hear one of these responses, you are going to have to say something along these lines. So, these
are really, really good responses, but remember that objections just like it's not mandatory that you handle them.
Like, more often than not, they're pretty much just a waste of time on cold calls. Sales calls, it's a different
story. So, it's better off to just ignore them on the cold call. Maybe ask them a question and just move on. But
handling objections is great practice, though. So, I recommend using the responses above in cold calls right
here. just if you feel like the prospect might be a good fit. Like if not, leave it
alone. Hop off the call. Don't place too much projected importance on it. All right, rational reverse engineering. So,
this is super fun. Let's simply reverse engineer our goals on a mirrorboard so we can understand our goals a little bit
better and also run through dialing efficiency. So, when dialing, there's a lot of ways we
can be more efficient. But if we don't want to spend 5 hours a day dialing, then it's really important that we do a
few things right with efficiency. I recommend just removing your phone completely from the room for 3 hours and
just locking yourself in the room and making yourself dial. That's really, really helpful. But we will be using a
power dialer in this video. So, it's much easier to use and be efficient because it does it for us. It's super
normal to have a conversation or to wait for like at least 30 seconds for them to pick up. You know what I mean? So, if
it's taking us one minute every single dial, it's taking us 10 to 20 seconds to get the new lead or whatever, like
that will take us 60 minutes for 60 dials, which is not good. Like, you can dial 200 people in like two hours if you
do this right. So, it's just really important that you spend the time and efficiency, right? And it really helps
having a power dialer. And we will go through that. But for now, let's go through and reverse engineer your goals.
So, let's say you want to hit $10,000 a month in revenue. Now, actually getting to $10,000 a month in cash collected is
super super easy, but once you're there, it's people have a hard time maintaining that. And what I mean by that is you can
collect 10K of cash, right? That's just like five closed clients. But it's really important that we keep that so
our income actually exponentially grows. Now, besides the point, let's say we want to make $10,000 cash collected on a
given month. So, if each client is worth around 2,000, then that means we need five clients in a given month. Okay? So,
that's I mean that's really really easy. And if our close rate is around 20%, which is pretty typical, then that means
we need 25 meetings or 25 showed up meetings. Let's say our let's say our show rate is pretty bad. It's like 50%.
Right? Then we need 50 meetings. So it's going to take 50 meetings booked on a given month to hit $10,000 cash
collected. So we need 50 meetings. Let's say our appointment booking rate is 3% with cold calling.
That means we need to do 1,666 cold calls in the month. Right? If we divide that by 30 days, that's 55 cold
calls a day. Like that's nothing. So let's say let's say you don't cold call every day though. Let's say you
cold call for like 20 days in the month because weekends, holidays,
etc. Okay, 20 days. That means you need to do 83 cold calls a day to hit $10,000 cash collected if you have a 20% close
rate and a 50% show rate. Now, I would just double this and then guarantee that you hit that mark. But what's super
interesting is that we can take this first number right here and divide it by our dials per day or
even our dials per month. And then we can actually see how much money we make for a dial.
So every single dial you do, you make $6. So, what's really cool about this is
that when you're dialing in a given day, you get $6 for every single dial you make. And all you have to do is 83 83
dials for 20 days in the month to hit this goal.
Like, it's so so damn simple. Like, I don't know why people don't understand this. So, what I recommend you do is
figure out your goals. Figure out how much dials you want to do a day. Double it. And then you'll guarantee that you
hit that point because it's literally a science. Like the more dials you do, the more inputs and dials that you do, more
tallies that you do, like that just equivalates to more money. It's just so simple, right? That's how to reverse
engineer your goals to make it a little bit more fun. In the actual metric trackers, I do have it. So, it says how
much money you make per each dial, which is pretty cool. But now, let's go ahead and set this up. So, before we can start
cold calling and actually booking appointments, we have to first set up a power dialer. So, a power dialer is just
a way to track your calls. Um, a way to increase the input so you can just like do more calls faster and make calling
way easier. You can either pay $59 a month for the wave power dialer, which I recommend. It's really, really good, or
just use the go highle one. Now, I'm not going to go into depth on the wave one because I don't use it and I've never
used it, but I do recommend the go highle one because I have it set up. So, go high level has a power dialer and
I'll I'll actually run you guys through like what it looks like. Now, go ahead and get this snapshot now and import it
into your agency sub account. It should be called Bridgelink Media Appointments Coal Calling. And here's an example of
the actual sub account snapshot. So, it's really, really simple. All it comes with is its own pipeline. So when you
start the actual power dialing campaign, all the leads are going to get put into this column here. And basically, you're
going to call them up and they're going to put get put automatically in here. And when you call them the second second
time, the next day, they're going to get put in here and then third time here. And then every single time you go
through a call, it's going to ask you how the call went. And it's either you need to follow up with the guy, they're
not interested, or they're interested. And basically these the people will automatically be put into these columns
based on the response. And I'll show you what I mean. So what's key in this snapshot is the actual automations you
get. So number one is the power dialog campaign and then also the appointment tag. So the power dialog campaign looks
complicated as hell, but it's not that complicated. Basically, when we add leads to this,
they're going to become they're going to go into the pipeline that we showed you in the beginning, and
then they're going to get added to here. All of the people are going to wait here, and then you're going to dial them
all in a row. Like, this is how the power dial works. Now, once you dial them and they actually like go through
the process of a manual call, they go into the pipeline stage of call one actually updates the contact field to
one. So, like it automatically tracks how many times you call them. And if the tag includes appointment booked, like if
you booked an appointment with them, which this is automatic, this automatically happens. If you just do it
through the booking calendar with the same phone number, then they get removed from the automation. And if not, if the
call result is follow up, it'll add a task to follow up with them in 5 days. And if it's not interested, they'll get
removed from workflow or added to the pipeline stage not interested. And if there's interested, then they'll be in
that pipeline stage. And then if they didn't answer or if none of these conditions are met then simply it will
just wait a day and the same exact process will happen again. So it's really really simple.
Appointment tag simply just adds when so there's an appointment booked it will go ahead and add that tag so they can get
removed from this workflow. So I know that that looks a little complicated and it sort of is but not once you get the
hang of it. It's a super easy system to use. I'll run through it in a little bit with you guys, but for now, let's go
through my script. So, here is my actual cold calling catalyst script. Now, it's nothing crazy. Um, the reason why it's
pretty bare bones is because I want you guys to be able to iterate on it and make it better based off of what you
learned from this video about framing, urgency, tonality, etc. You don't want to follow it exactly every single time,
but a good framework similar to this is always good. Now, if you want access to that, it should be in the description in
the resources section in school fuel for the fire. So, there is a lot of ways we can go about getting leads and as of
right now, like these are my favorite methods. So, this these methods are pretty dependent on where you can find
the information of your niche. Now, if you can find the information of your niche on Google Maps or PBB, then these
are going to be great. And if your niche is found elsewhere, just like think about it, like it's probably so simple.
You can either buy leads off of Fiverr or like just pretty much use any tactic to get them. So, just make sure you
don't spend too much time scraping leads. Like, you know, it's pretty low leverage and there's a lot of methods
out there. But, here are my main methods. So, in this sheet right here, I walk you guys through um through video
guides about exactly these different methods of getting leads. So, when you want to go through and get leads or even
get owner names, it's super super simple. Just go ahead and watch this first and then go through the process
and choose a method. There's a few options. And that's how you are going to want to get leads. And then once you
have your leads, you can use the master lead list I have for you. I can quickly run through it, but this goes by state
and then who you scrapes by. You can put emails in here. Um the progress and then when you even click on one of these, you
can actually click on the sheet. Super simple. And these are the actual information that I have in here. So put
the website VBB link company name. What's cool is that when you copy and paste from a BBB, it'll say like company
name LLC and that will actually reformat it for your goal high level import. Same with the full name. Let's say it's like
Mr. Owen Jangle Rensland. This will actually split it up so you can also format it
just like that. All right, booking sequences. So, there's a few ways we can go about booking appointments. It's
really really crucial that we book the appointments like while we're actually still on the call with the prospect.
Like it's super super important important. And so this way like when you're on the call with them on the
original cold call, you can ask them be like, "Hey, did you see that in your email? Can you accept it? Put it in your
calendar and uh try joining etc. And did you did you see the pre-all video?" Like you can ask these questions
while on the cold call. So, you want to book them in while you're actually on the phone. And go High Level creates
contacts. Because we're cold calling on GoHigh Level, it creates contacts and updates them solely by phone number. So,
if if you simply just import the leads, you can go ahead and use your booking calendar to book them in that we set up
in software synergy. So, like while you're still on the call, just go to yourdomain.com/strategycal.
And I recommend booking that in tab extend if you haven't already. And then you can fill in their
information. Just make sure that the phone number is the one that you called them with so it aligns with the go
highle contact and you can book them in. This will automatically also mark them as interested in the pipeline. So super
simple, but there's a lot of steps that we usually have them complete on the slashooked page. So we really want to
make sure that they complete the steps on the slooked page because they don't see it this time. Like since we're the
one booking them in, they don't actually see that page. So, just make sure they go through all the steps on the SLbook
page while you're still on the phone with them. I know this could be a lengthy call, but it's better to be safe
than sorry. So, now that you guys understand some fundamentals about calling, you know how to build urgency,
frame, tonality, all that good stuff. You understand how to reverse engineer your goals, so you know how much dials
you need to do to get what you want. Um, we have everything set up. You have the power dialer snapshot in. You understand
the script. you understand how to get leads, how to book people in that you need to do that during the call. Let's
run through the system. So, I'm going to go through the system really fast on a mirror board just so you can get the
general flow of the system, but we're going to go through the SOPs. So, then we can actually understand it a little
bit more in depth. So, to make this simple and easy to understand, I'm not going to over complicate this. What we
do is we get leads through the methods listed in the fuel for the fire. We format those leads with clear out phone
to remove landline numbers. And then we go ahead and take those and put those in the master lead list. So we have an
organized list of leads. And then we basically after we have the master lead list fill, we just import those into go
highle. And then we add them to the automation. And then from there all we have to do is just dial. This is how the
process process works. Now I will run through the whole process with the actual SOPs because it's more
complicated than just this obviously. But in short, we grab the leads, we format with clear out phone. So we copy
and paste and download the CSV, upload to a new sheet, basically download that CSV, put it into clear out phone, open
that in another sheet, and then sort by a toz to remove the fixed line numbers and we copy and paste them, format it
into the master lead list, add them to go high level, add them to the automation, and then just start dialing.
Okay, once you get the hang of this with the SOPs, it's super simple. So let's go through it now.
So to scrape leads, it's super simple. We already kind of went through that you need to go into the fuel of fire to
understand this, but this is exactly what you want to do to go ahead and get your leads, right? So scrape your leads
using a method from this document. Download the CSV from the method, append it to a random Google sheet. If you want
to make a random Google sheet, I recommend just doing sheet new. Okay, that'll make you a random one. And from
there, you want to go ahead and take the original lead information and append it. So then you'll have like a bunch of
information here. And it's really important that you have a labeling row. So like let's say you have a list of
phone numbers that's like you know that not saying that's a phone number, but like you have a list of phone numbers
just like that. What you want to do is add a row on top and label it phone numbers.
Okay? Just phone numbers. You don't need to worry about the link, the websites, the
business names, or any other information that you might have. And yeah, label the phone numbers. And
the reason why you do that is because you want to import it into Clear Out Phone. And Clear Out phone needs to know
what the phone numbers actually are. So go ahead and use this link to set up Clear Out Phone. You can create an
account and buy credits. It's super super cheap, but you run a diagnosis and then you'll get a bunch of results. So
when you import, so now you should have a CSV and then you should have this old sheet here. I recommend just using the
same one, deleting all the information on the actual sheet and importing the clear out phone results. I'm just using
an old one here. You can append to the current sheet and you'll get all this information from clear out phone. Okay,
so it looks like a lot, but what you want to do is simply just click on the one that says mobile fixed line or
tollfree and you sort A to Z and then take all the fixed lines and just delete them. Okay, so now you
have no more landline numbers and these are all good, valid leads and phone numbers. So you can delete all the
information you don't need simply. See, I did the phone numbers thing here as well. And then you can take this
information and simply copy and paste it even either column by column or you can just copy all and paste it into the
master lead list here. Right? So let's say these were Alabama leads. Then we would simply take all the
information and copy and paste it just like so. See, it reformats it automatically for
you. And then the phone numbers. Now, if there's a duplicate, we'll know because it'll highlight red,
but plop that in there just like so. So, we didn't really get owner names, and that's fine. You don't
need them. But now, we have a bunch of good leads with valid phone numbers in the lead list. I recommend organizing
this by state and keeping track of this helps. But now that we have this, let's see
what's next. So, we want to use the leads now. We want to create a temporary new sheet just like it says.
Copy all the leads you want to use and highlight them gray. So, let's say we want to use all these leads.
Copy and paste, highlight them gray into the sheet. Now, we have a bunch of clean leads in
here. So, next we just download as a CSV and then we delete the temporary sheet. download as a CSV and then delete the
temporary sheet. Super simple, right? This is all in the SOPs. Now, if you want to keep it
organized and make it look pretty and highlight to there. There we go. Now, we want now we have a
CSV of leads that are ready to be imported to go high level. So, to actually do this, let's go to the cold
calling SOP. So to import the leads into go high level we want to go to go to the contact
section import the contact list and name the import. So let's go ahead and do that. Basically we go to the contact
section press import contacts. Simply just use the list that we just downloaded. Select create contacts
and then we need to map the information. So this would be the website. This would be the actual company name
or the business name. And this will be the phone. It will say don't import data and unmatched columns
here if there's extra columns here. So make sure to check that and then press next.
Create a smart list. And so you can name it. So I recommend naming it number of leads and then date.
I don't really remember how many leads I did, but let's just say it's like 25 25. And then the date is
1825. Okay. So there we go. We create a smart list. We consent and then we just start the bulk import. So now it's going
to go ahead and import those leads. And we'll see it up here in a smart list. So this is just a list of a few leads that
we have. And we let's say we want to cold call these, right? We want to do this every day about how many you want
to cold call. So like copy and paste the leads that we want and then from there we just add them to the workflow.
So, simply go to contacts, select all of the ones in the import, just like that, and then we want to add to automation,
and then choose the power dialer campaign and add all at once. So, we can name that whatever you
want. And there we go. So, all the leads are now in the campaign started. So, they're
all they are is just waiting to be dialed now. So to actually start dialing, what we want to do is go to the
convers conversation section and go to manual actions. And then from here, you just press let's
start. Now you just need to press this phone number. Simply like that. And then it'll allow you to go to next lead. Once
you're done with the call, it'll give you a little popup that says four things that how how the call could have gone.
All you want to do is press complete. Right. And now while it's loading until the next lead, you want to scroll down
and go to additional information and change the cold call result to what happened in the cold call.
This will influence the automations. So just put in the outcome and then it'll automatically switch you to the
next lead and then you just dial again. And you just keep doing that process over and over again. And this will
actually change the automation. So, simply just choose how the call went before it switches to the next one
because it'll automatically move to the next lead. And basically, it's going to say you can't save it because you want
to save it every time. And it's going to not going to let you save it unless you put the actual first name. So, if you're
not sc if you're not using owner names here, then in the actual import of the leads, you want to use the company name.
And then that way you can just press save and then it'll move on. And then I mark that one as interested. And after
you call them, it will say one. It'll auto update to one, two, or three. But yeah, that's all it is, right? You just
want to continue until you're out of leads for that day. And when you're actually calling, you want to utilize
this script and then book them in with the sequences that we showed you before. So remember to book an appointment. Just
go to the strategy session link. Remember to book in with the same phone number you're contacting them with. And
then that's it. You'll go through all the leads. And once you're done calling all the leads, they'll be put into the
call one here. And the next day, what you want to do is call them again and then call two and
then call three the following day. So like basically you're weeding them out into these different columns from these
calls and then you keep adding more and more to the campaign. So then this way you can get through as many leads as you
want. And yes, when you are cold calling you can also double dial them as well with the green phone number. Um I would
recommend that as well. So the next step in the process now that you know how to run the system and you know how to
actually cold call in here we want to go ahead and set up tracking. So you have to track metrics like when you run the
system like because if you are having issues booking as many appointments as you should be your ABR is like super low
and you're not really booking much then we have to correctly figure out what's going on and the only way to do that is
to track metrics. So, every single time after cold calling, you have to fill this out. So, here is a simple simple
cold calling tracker. And make sure to actually hover over each one of these blue boxes to actually get all the
information you need. But every single day, let's say you did like let's say I don't know what's today 18th. Let's say
I just did 34 dials, which don't ever do 34 dials any day. Do like 100 at least. I pitched like three guy four guys.
Three people resonated with it. like they appreciated the offer. Resonations are someone resonated with it. I got one
booking. Um I took zero sales calls, made zero sales, made zero money. Right? Just do that and over enough time your
metrics will show and you'll actually be able to understand what's wrong with the system if something's wrong. Now, when
looking to remove yourself from the entire system, which I recommend doing sooner than later, open up removing
yourself outbound and just scroll all the way down to the cold calling part. it is pretty far down because it starts
with cold SMS and that should help you with removing yourself and hiring and outsourcing this entire process. But
yeah, so here are the SOPs as well that I used earlier on in the video to help you have guidance when cold calling and
making sure everything's good. But just to recap, we went through the mindset and the belief shattering. If you're
ever having issues cold calling and you think it's because your mindset, which it probably is, go ahead and rewatch
this. But we went through some tonality tips, some framing tips, urgency, how to build more urgency in your calls,
objections, and how like you don't really even need to handle them. Maybe just asking a question or ignoring, but
the responses as well, reverse engineering your goals so you can kind of understand that cold calling is not
that bad, right? If you make $10 a cold call, that's a little bit better than making $10 an hour. Uh, plugandplay,
super simple. um actually just importing that snapshot, how to get leads, how to book appointments, um running the
system, so the actual dialing process, removing yourself, and then also the SOPs to help you in the uh to run the
whole process. So, I hope you guys enjoyed this video. It was a shorter one for sure, but I hope that everything
makes sense. Now, if you ever have any questions, make sure to revert first of all back to the SOPs because this will
go through the entire process with you start to finish so you can actually do this yourself. And
yeah, if you have any other questions, then we have the uh coaching calls for that. So, all right, I will see you guys
soon. Hey everyone, it's Owen Rensland and welcome to sales fundamentals. This is the first video of all of the
videos in the sales module and I just wanted to welcome you first of all. But second of all, I just want you to know
that this module will completely change your life. Okay, these videos are very very very very insightful and they have
a lot of information for you and but I just want you guys to realize that sales isn't one of those things that you can
just kind of watch a few videos at and be good at. Okay, sure this, you know, these videos will help you. They will
guide you. But becoming good at sales does not come from watching these videos. It comes from you, right? It
comes from you choosing and telling yourself that you are going to be a good sales rep and
intending to become that higher version of yourself. But also repetition because you can watch these videos all
day. You can watch these videos hundred times. You can know the information but never have the skills
because you didn't put in the hours. So, I just want you to know that sales is about repetition. Okay? The more sales
calls you take, the more money you make. Simple enough. So, here's what we're going to cover. Welcome to high ticket
sales, neuroscience-driven foundation, why people buy, the four parts of communication, presence and truth, the
three levels of conversation, state management, identity based selling, and then roadmap.
So, welcome to high ticket sales. If you are new to high ticket sales, then welcome. If you are not, then still
welcome. This video will cover a lot of the foundations and fundamentals that I believe you need in order to sell. But
more importantly, once again, I just want to remind you that sales is nothing without repetition. Okay? You have to be
comfortable throwing yourself in the deep end, literally just taking your body, flinging it into the
Pacific Ocean so you can start working and getting better at sales. High ticket sales is a very common skill among ultra
successful individuals, right? If you can sell, like if you properly learn how to sell, you will quite literally never
be without work for the rest of your life as long as you find something to sell. You know, this is something I was
telling my parents a lot when I was dropping out. And it was just that like, listen, mom and dad, I will always be
able to sell no matter what I do. And so, I will never be without work, right? There'll be times where my income's low.
There will be times where my income's high. But it's like I will always be able to sell. So there is no reason why
I should ever be without work. And high ticket sales is just pretty much the art of turning a prospect or interested
potential buyer into a client for a product that usually costs a larger sum of money. That's why it's high ticket.
You know, I wouldn't say high ticket is like, you know, $1,000. I don't think that considers that's that doesn't
really count. I would say 2,000 and up for a product is usually considered high ticket. But I guess this kind of depends
on your preference and you know depends on the industry as well. But high ticket sales is conducted through usually one
online video call. Okay, just one call. And I will explain later on in this video today why it's just one call. But
keep in mind that like it's one call, okay? Okay, it's entirely possible to close prospects on one call.
Close hundreds of people. Like Brandon can attest to this. It's just like it's one call. All right. And usually
it's one video call and where the prospect pays at least 1.5K on that call, right? So not right after the
call, not next week, not you know a month after, like literally on that call with you on there.
And these calls are usually labeled strategy sessions, discovery calls, appointments, sales calls, you know,
etc. There's so many different names for them nowadays. And they are usually hosted on Zoom or Google Meet, right?
They last anywhere between 30 and 70 minutes. These meetings are the fuel for your business. These are what drives
growth. Without sales meetings, without appointments, your business dies. And in order to successfully grow this
business, sign clients, improve your product, iterate, just like all that good stuff, you need hundreds of these
calls every single month. Hundred hundreds of these appointments. Everyone asks the question, why am I not at 10K a
month yet? Like, it's insanely common. And this is complete wrong question. You should be asking yourself, how many
sales calls have I taken so far? Because let me tell you on average for most beginner entrepreneurs that are building
some kind of product online whether it's a marketing agency whether it's just like a a SAS info product whatever it is
right it usually takes an average of a 100 conducted meetings to hit 10K a month okay this is like a safe average
to assume and this is high for most people like it you know quite literally took me half but it's a good rule of
thumb it's like if you ask yourself okay why am I not 10k a month yet the The easy answer is like how many t how many
sales calls have you taken? And and if it's more than 100, then like yeah, okay, maybe you should be concerned with
what you've been doing. But if it's less than 100, then you have nothing to do but book appointments and keep selling.
And I'm not talking about like a 100 bookings. Yeah, I mean a 100 conducted sales calls, like a 100 times where you
sit down with a business owner or two and sell your services. So, the number of sales calls it takes to hit your
financial goals, it well, yeah, obviously it depends on your goals. It depends on your experience, depends on
pretty much everything else. But it's very, very apparent why someone isn't successful if they haven't taken lots
and lots of these calls. You must take hundreds of these calls in order to be successful.
Okay? It's not complicated. It's not rocket science to book appointments. You don't need this magical system. You just
need to, you know, pretty much just start selling to people. But I do have some magical systems for you, which is
great. But I went back to my old recordings, you guys, and they were in like a big Google Drive file. And it
took me exactly 50 sales calls to hit my first $10,000 month, right? And I just want to mention that
like 25 the first 25 were all nos. And it's super easy to just like cut yourself out and be like, "Oh, I'm
failing. I'm failing." You know, I'm not going to do this. I'm not going to succeed. But look where I am today and
imagine if I quit on the 24th no or the 25 the 25th no. Like what if I quit on one of those nos instead of
pushing toward like to that 26th call where I got my first yes and I finally made some money, you know?
And it's just like this happens to everyone, you know? It it takes time because like dude, you you can't just
watch this sales module and just expect to just close everyone you talk to. If you expect that, then you are going to
be disappointed because it's not going to happen. You know, you need to prepare yourself to be like said no at least 30
times, at least 25 times. Like especially when you're in the beginning stages like like this is just kind of
how it goes. And what's crazy about this is I had like, you know, a whole year of doortodoor experience before this as
well. And the people that don't even have any any experience, you know, it's it's completely standard for you to take
like, you know, 30 40 sales calls without, you know, signing your first client. But I'm telling you, if you
actually take this seriously, go through this module multiple times, take notes on your bad sales calls, use all the
tips we have for you in the coaching and everything else, you will close someone much quicker.
However, this module coupled with ruthless execution, insane practice, constant
effort, it will turn you into an absolute beast at sales. And I don't want you guys to expect to
hit 10K a month, 20K a month, or 100K a month, or whatever the number is without, you know, learning to be great
at sales, especially high ticket sales. So, this video specifically will teach you a lot. We're going to go through a
lot of information and the expectation is pretty much that you watch this video multiple times. All right. A lot of the
stuff we're going to cover is, you know, stuff that needs to be reiterated and like constantly reminded
in your head so you can actually practice it as well because it's super easy to watch a module like this or a
video like this and then just simply forget about it because you're busy doing something else. So it's so
important and crucial that you you know constantly practice through repetition and execution and take calls, do mock
calls, set appointments, get more sales calls in the calendar. Like you do all these things, right? In addition to
watching these videos multiple times so you can constantly just reinforce the information in your head and um become
successful. So take notes on it, practice it, you watch these videos, everything. I need
this information to quite literally be internalized. So not only, you know, will you succeed in the coming months,
but like also in the coming years as well. So the first lesson kind of that I have for you guys is that in life,
everyone is different, right? And in sales, it's no different. Everyone
is different. And you know, most people will be like, "Oh, what do you mean everyone everyone in
your niche has affinity to each other?" It's like, yes, everyone in your niche does have affinity to one another. But
there is no two people that are the same. Okay? Different energy, different lives, different family, different
expectations, different experiences, different trauma, different levels of buyin. Like the list goes on. Different
everything. And the first thing I want to teach you is that with high ticket sales, there is
no such thing as a one-sizefits-all solution. It does not exist. There is no magic framework or special sales script
that can close any prospect. And the reason is that because everyone is different.
Okay? for a certain personality type and certain level of buying. Some people
might buy very very quickly with, you know, very minimal of a process, but for others, it's the complete opposite. And
it really just depends. So, I want you guys to kind of just take in at an early stage my philosophy for
sales in this program. And it's that to sell scriptless, leverage neuroscience, use presence, and utilize truth in order
to drive the transformation. That is my philosophy for the sales module. The goal of a salesperson is not to just
sell something or convince someone to do something. It's like it's to facilitate the transfer of
energy. All right? Taking someone that's at a low buyin stage right now and giving them your energy of who they have
to become and help them become who they need to be in order to get the outcome they want.
Right? That is what we're doing on these calls. So, another crucial concept that I need
you to be able to take from away from this video is that sales is one big continuum.
Like I said, that every prospect isn't the same. Sales is just a huge continuum. It's a giant spectrum and
it's not binary at all. There's no magic sales script that's going to make you good at sales. There's no
the same type of prospect doesn't ever exist. Like, it's not binary.
You'll have conversations that are very light-hearted where you guys are laughing and making jokes, having a
great time, telling stories even, and then they instantly buy from you afterwards, right? That'll be some
conversations, but others will have you challenging the prospect to the breaking point where they
literally start crying and rethinking their entire identity. This is the thing.
It's a spectrum. It depends. There's sides to this. It's there's polls, right? These are both pretty extreme
sides of the polls. Most conversations will be, you know, in between these two, but some of them will be like far past
them, you know? And I guess the lesson here is that like it's it's not binary. It's a continuum. It's a spectrum.
And I want you to know that you can sell in any way, right? There's no like restriction to how you can sell. You
know, I've had I've had friends that, you know, have a pretty okay close rate, like literally
having 10 minute, you know, discovery calls and then quite literally just showing them the ads manager with a lot
of confidence and then just getting them to buy. It's like there's definitely ways there's there's so many ways you
can sell, you guys. I want you to remember there's no there's no one method that works the best. I mean,
obviously there's methods that we think that work quite literally the best, but those methods are like, you know,
selling a script list and, you know, having more experience, like obviously those are going to sell better, but
I just want you to know that you can sell in any way. So, there's no process that's like quote unquote very wrong. It
just might be different. But we can give you insights to how effective a process might be or a
situation based off of the, you know, the prospect's energy type and based on who they are, based on who you are,
based on like what we're selling. There are things that we can improve on, right? To get you to a point where your
close rates higher. And what works for you just might not work for other people, you know, and
what works for other people might not work for you. It really depends. And so once again, sales is not binary.
You quite literally cannot expect a predictable outcome from using the same script or framework for everyone. You
just can't. Like it's impossible. If everyone was the same, then yeah, it would be very, very predictable. But
everyone is not the same. So, a good kind of indicator of whether or
not you're actually good at sales is if you can sell to any type of person and ha and maintain a consistent close rate
because like regardless of this like little affinity that each person in the niche has to one another, everyone is
extremely different and has different levels of buying. So, this is how you can kind of separate
a good rep from a great rep. And it's like, can can the good rep sell to everybody? take anybody that's on the
call and facilitate that transformation. And chances are, you know, they can't because it's hard, right? There's so
many different kinds of people out there. You have to have a lot of experience to do this. And that's kind
of the key here. Experience and reps. So, before we dive in, let's quickly cover some misconceptions about sales.
Number one, you have to be super high energy like a car salesman to be good at selling. Oh, yeah. You can get this car
for $29.99. It's going to be a brand new car. No. It's better to be calm, collected,
silent, and sophisticated and maintaining your energy in the middle throughout the whole call. What I mean
by that is if you join the call and you're like, "Hey, how's it going, Mr. Prospect? How are you doing? Yeah, I
just wanted to ask you a couple qu like you maintain that high energy, then you'll only be able to go down from
there and you'll bring the prospect's energy down with you. If you start in the in the bottom, you'll be like,
"Hello, hey, how's it going?" Yeah, in this call, I just want to kind of ask you a couple questions. Like, you start
low, low low energy, and the prospect will meet you there, right? And that's why it's really important on these calls
to, you know, stay in the middle. Have your energy levels stay and fluctuate from the middle so then you can utilize
tone to your advantage. So, in the beginning, you can be like, "Hey, how's it going?" So yeah, in this call like I
just really wanted to cover a few things and kind of figure out where you're at and where you want to go and you know
how I'm like in the middle right now. And this allows you to fluctuate and be like, "Oh, wow. I'm really sorry about
that." Like, or like get, you know, go down to that tone, but also allows you to go to the, you know, the higher
levels and be like, "Awesome. Yeah, I'm super super excited." Right? It like allows you to fluctuate. So that's what
I mean by staying in the middle. The best the best sales people are extroverts. False. Introverted people
are very very good at sales because like they listen more. They speak with intention.
Um, sales is a lot about listening, right? That's a lot of the process. Next. Followup is what closes deals.
False. Followup is for people that can't close. Great sales people are just born with it. False. Great sales people have
simply sold more and have taken more calls. You need to sound professional and polished in sales. False. You have
to sound genuine like a real person. Scripts can make my close rate predictable. False. Everyone is
different and one script can't guarantee a certain close rate. I must close as many clients as humanly
possible. False. Only close the people that you can actually help. If you find someone that you can help, be ruthless
in pursuit of the close. Business owners don't like being on sales calls. False. Business owners
appreciate a good salesperson and will pay you thousands and thousands of dollars to get their problems fixed.
People won't pay me 2 to 5K on one 45minute meeting. False. If they believe in the transformation, they will justify
the cost. Even if it's 5k plus, price only becomes an issue when your belief is weak and you lack confidence.
Nearoscience driven foundation. Sales is all about energy and sales is simply the transference of energy, right? We're
bringing someone into the identity of who they need to become in order to actually, you know, achieve their goals.
Most people just think sales, you know, about just convincing someone to do something, right? That's all sales is.
I'm just convincing someone to, you know, make a decision. But it's actually about facilitating a transformation, but
more importantly, calibrating who you are to where someone is. You were helping them see a better version of
themselves clearly enough to want it, right? This is what you do. If you can like
almost show them that better version of themselves, they will want it and they will do what
they can to get there. Sales is the transference of energy, identity, belief and certainty. Based on neuroscience,
people buy with the lyic system. Okay, which is the emotional brain first and then afterwards they justify their
decision with logic. So what you can learn from this is that like decision-m is almost all subconscious and all
emotion, right? And what's crucial to be able to close any prospect is have emotional
momentum. And if you don't have just one call, right? If you have like two or three call co close, it will be very
very hard to maintain emotional momentum because like there's so much time separated and doubt will grow, right?
But basically it's about 80 to 90% emotion, you know, from the liyic system and 10 to 20%
actual logic. So just remember this and most bad sales people try to basically logic someone
into a decision that was never even made logically like they will try to logic someone into a decision but they're you
know the other person's making that decision out of emotion right whether or not they like to admit it or not and
it's just interesting but neuroscience tells us that sales is all about trust story and identity shifts so we'll cover
more about neuroscience in the future with sales. But for all I guess all you need to know is that like sales is the
transference of energy or basically showing the other person who they need to become in order to get what they
want. And that's why you know sales is all about trust story and then more importantly identity shifts. So the
action that I'm going to include you guys in this video will definitely help with this
understanding but uh let's keep going. So why do people buy in the first place? Why are these people on the sales calls
with you? What happens on these sales calls? And more importantly, why are they giving you money for, you know,
your services? So what is the founding principle of sales? Like why do people buy?
The reason why people buy from you is because of purpose. And a common misconception is that
people buy because of pain. But people don't buy something directly because of the pain they feel. People
buy because the purpose is to escape the pain and move towards an identity that they emotionally crave. People do quite
literally anything to escape pain. You know, everyone fights to stay comfortable. And it's like, and I guess
I want you to like think about this for a second. The last time that you made a big purchase, right? I'm talking a
purchase above $1,000. Why did you make that purchase? And a good example is that like I bought a
coaching program for about 5K. And the reason I bought it wasn't because, you know, I was in insane amounts of pain.
It was because I wanted to move towards the identity of being a more successful entrepreneur and also escaped the pain
of not being as successful as I know I could be. Right? So that was kind of the purpose. Like that was why I bought it.
Right? And here's what happens. So you get these guys in a meeting, right? And just
for an example really quickly before I explain what happens on the call, let's quickly explain what happens with your
current agitated self. So let's say this is you, okay? And you know, you go on YouTube, you go on Instagram, you talk
to friends, you talk to family, and you begin to notice how your life could look, right? is you now have this
awareness of a problem and that your life is not as good as it could be or this opportunity
that your life could change and you then live with the current situation. Okay? Because you have like at that point once
you realize what your life could look like you have an agitation because you're not where you want to be
and you live with that in addition to the awareness that things could be better. Right? So
through you know social media, through experiences, through co-workers, through family, through however, right? You then
begin to have this agitated current situation that you're not happy where you are
and you have this awareness that things could be better. The same thing happens with your prospects. The agitated
current situation being they don't get to spend enough time with their family because they're stuck spending time on
lowpaying jobs. And the awareness of a better possibility might have come from like other businesses in the area,
social media, friends that like they could get jobs that are highpaying on autopilot so they have more time to
spend with their family, right? This could be an example of your client or like a prospect that you're about to
sell to, right? And what's powerful about this is that this happens to everyone, right? It's it's it's happened
to everyone. It's like it's the reason why you are in this program is because you had some sort of agitated current
situation whether in you're in your parents' basement, whether you stuck in high school and you understood that like
it's possible for you to drop out. It's possible for you to succeed. It's possible for you to live on your own and
make your own money and that's why you're in this program, right? But what actually happened? Because like it's
great that you had this agitated situation and you understand that everyone else does as well in regards
to, you know, work and other things and more importantly an awareness of something that's better. But what
actually happens for you to buy something like this program or have your client buy something like your product?
It's the call. The call is what happens before the call. Here's how this looks. So we have the call, we have the
agitation, and then we have the awareness that things could be better. And during the call, what happens is
that we define where they currently are. Okay? So we ask questions through a discovery process of defining where they
are and figuring out what's the problem and what's going on and how we can actually maybe help and see if we're
like even going to be a good fit together, right? And when you do that on the call, you slowly distance
that awareness away. But by now you now have a pretty solid and clear understanding of where they are
and you now know where they want to be all through this solid discovery process
where you're asking questions on the sales call. And what that does is you'll notice it does something pretty
interesting. It creates this gap. Okay? And as you'll notice, there is a
clear gap separating from where they currently are and where they want to be. And this is painful, you know, and they
want to typically avoid that pain and escape that pain. And that's typically the purpose of why
they're, you know, still going to be on that call with you at that point. And then from there, it's cake. It's easy to
sell them. But it's very important that like this gap is everything. Okay? And the key is that you have to
position yourself as the bridge between the gap in order for the prospect to get where they want to be. Right? And that's
what I mean when sales is like a, you know, transference of energy and a facilitation of a transformation where
you're like showing them who they could be, giving them a glimpse to who they know that they could be and who they
could change into, and then helping them see that you are that path in order for them to do that.
Right? That's the key. So, a good visual here is that like you, your service, and your offer
will bridge the prospect from where they currently are in their agitated situation
and a clear understanding of where they currently are to where they want to be. That is what you do on these sales
calls. You ask a ton of questions. You dig deep into them. You ask why. You figure out. you dive into levels of the
conversation that we'll cover later in this video. And in doing so, you create this gap and this distance between where
they are and where they want to be. And only then can you position yourself as the bridge between those two gaps. So
they believe and truly believe that you are going to take them from where they are right now to where they want to
be. And that's when they'll buy. So the four parts of communication, there's four ways that we can
communicate on these actual calls. And one is the words, right? Like the actual words of what you say, right? Two is
tonality, so how you say what you say. Number three is intention. So what you want for them in the first place. And
then number four is your self-image or who you believe you are. So these four parts of communication are really really
important to understand because if I were to ask you which of the you know which of the four is the most important
like right now pause the video or whatever answer the question which one of these four is the most important that
you think on the call and you'll probably say oh it's probably the words right it's probably like what
you say that's probably the most important right wrong very wrong the words you actually
say is only 7% of It it doesn't usually matter the words that you say,
you know. And when I heard this, I was actually like shocked, but it began to make sense. According to
Maharabian's rule, I don't know if I'm pronouncing that right. 7% is verbal language, right? Or the actual words you
say. 38% is the vocal language, right? The sound. And then 55% is the body language or the motions. So, what's
interesting is that the words you say is 7%. So, 7% of how you communicate on these
sales calls is literally what you say. That's crazy. So, you should never really care about saying the right thing
or having the, you know, the right comeback or the right phrase because it's only 7% of it. Like, it doesn't
matter that much. And it's interesting that that's like the literal content of your message, you
know, while it's only a small fraction of what actually drives trust and conversion. Because if we were to look
at what actually drives trust and conversion, it's not what you say. But please do not overfocus on these perfect
lines and rebuttals and these perfect ways of wording things. It's like a decent phrase. That's the reason why I
don't really care about like how I talk and what I say on these videos. It's more about my tone and it's more about
like how I see myself and how I see the process. And it's like just don't overfocus on these like little perfect
lines and rebuttals and these little things because a decent phrase, okay, just a decent phrase with a great energy
and confidence will demolish a perfect line with hesitation every single time.
Number two, tonality. How you say it. So how you say what you say is 38% of it, right? That's a huge percentage.
Okay, that's a giant giant percentage of this. And tonality is something that comes
naturally with experience, but it is extremely crucial. It can destroy your show rate. It can destroy your close
rate. And you have to convey authority, warmth. You need to be certain. You need to be curious. You know, there's a lot
of different tips on tonality that you can use, but honestly, if your tonality is really really bad, it doesn't, you
know, it makes sense to find like some kind of vocal coach or find someone that actually like is trained in this art. I
learned my, you know, my tonality skills from, you know, door knockocking, go doing doortodoor sales and just overall
selling more. And that's how most people learn. But in practice, like if you're giving more of a downward
tone, you're like, "Okay, here's what we're going to cover. We are going to cover like blah blah blah blah blah
blah. Um, I'm going to help you do this, XYZ, and it's going to be great." Like that downward tone that can indicate
certainty. More upward tone indicates curiosity. So like if you're curious about
something, if you're like, "Yeah, okay. Yeah, that makes sense. Yeah, totally." So like how is that going for you? like,
you know what I mean? Just these little inflections, whether it's downward or upward, can kind of
drive trust and conversion. And a neutral tone in in the middle, you know, is just simple and safe and
reliable. It's like these aspects of tone that I'm covering are crucial and like they really really
drive the sale. But a lot of people don't see that because like when you're in the moment, you know, when you're
actually talking to the prospect, you don't really realize these things. These are things that you realize once you
watch the call back afterwards. But just know that like overexaggerating your tone is usually always a good idea,
especially on the phone call. Use silence to create gravity and pain. Silence is very, very powerful.
I would recommend using it much much more. And the main reason why 38% of you know
the equation is tonality is because it shapes how your message is received. Like I want to quickly talk through some
examples with you. So let's say that like we're telling someone to go take out the
trash. Okay? Let's say it's like I don't know a family member. Let's say it's your mom and you want her to go take out
the trash. Let's say you say, "Mom, go take out the trash." Verse, "Hey, mom, can you go take out the trash?"
The difference between those two, one of them, they might say, "Fuck you." and ground you. And the other one, they're
like, "Yeah, yeah, no problem, honey." That is like a very, very light example of tone.
Another example is like let's say you're talking to a friend and you're like I hate you so much verse
I hate you so much the difference between those two tonalities like one indicates that you
actually hate your friend the other one is that like they did something that's making you
laugh that's funny that like it's kind of annoying you know what I mean like the difference like that is the
difference between tonality You know, and if you open up a call and you be like, "Hey, uh, hey, John, how's
it going?" Awesome. Awesome to hear that. Yeah. How's your day? Verse. Hey, John. How
you doing? It's nice to meet you. Like, you wonder like how did you, you know, develop this
skill? And the answer is just having more experience and doing more reps and actually just taking notes and finding
these errors and usually overexaggerating your tone until it becomes habit and instinct. But the
thing is is that like people fail to see this and their close rate suffers. You know, if you're asking a hard
question, then you need to have a tone that reflects it. It'll completely dictate
the type of answer you get and the type of emotional depth as well. And it'll indicate the speed of the emotional
momentum in the call as well. Like if you have an inability to, you know, match your tone to certain questions and
like actually use it to progress the conversation, then you'll find to have like a much much harder experience on
these calls closing people. And that's why tonality is so damn important.
Number three, intention. So believe it or not, intention is a big big part of this, okay? And intention is actually,
you know, what you want for them. So in the rule, right, the last 55% or whatever was body um I I believe it was
like body language, right? Or whatever. But I believe that intention is 27.5% of it. And the reason why is because
intention is the invisible force behind your words. People sense it. People can feel it. And if your intention is
flawed, then they will notice it. They will find it. They will see it. They will find, you know, that inconsistency
because they will subconsciously kind of detect if you're just, you know, trying to close them for your gain or that you
actually care about them and want to help them. You know, intention is really, really
important because like if you're doing, you know, sales, if you're booking appointments through, I don't know, cold
calls, cold SMS, whatever it is, right? and your intention is just to get a name on a calendar,
then I guarantee you they probably won't show up to the meeting. And it's really strange,
you know? You're like, "Wait, why? Why? I got I got the appointment in the calendar. Why is he not showing up?" But
if you have the intention of I actually want to help them and see what we can do for them,
then you'll find that they'll show up to the meeting. And it's like it just comes across in
how you ask your questions, how you pitch the meeting, how you actually go about doing the process. Like it changes
everything. It's the same thing when you're like, let's say you're on a sales call and your intention is I just want
their client's money. I just want cash upfront and I'm not even going to service for them, right? I'm not even
going to provide service. I just want their money. Like you will never close someone like that.
You honestly just can't. like it just won't work for you. And so that's why intention is so important
because like if you have the intention that you want to help them and you want to see if that it's a good fit, then
before you know it, you just, you know, your close rates 30%, you're making tens of thousands of dollars up
front on the call. And the reason why is because your intention is in in alignment. Intention is really, really
important. And you can figure this out by like asking yourself what you actually want
for them. Like, do you even care about these prospects? Do you even care about them succeeding?
Because I can tell you that like I do. I want my clients to succeed. I'll do everything I can to make sure they
succeed. You know, I have that intention and that's how I know they will. But it's very easy to be caught in the loop
of like, oh, I don't I just want cash, right? I just want money up front. Because when
you do that, you find that like, oh shoot, I attracted the wrong type of person.
So, I might have some cash now, but over the long term, I made a bad play because these guys these guys might not succeed.
You know what I mean? And if you have the intention once again, just to just take their money and
run, you'll never get it. So before the call, I want you guys to ask yourself before sales calls. Ask yourself, why am
I really doing this? And you have to convince yourself and literally brainwash yourself to convince yourself
that you want the outcome for them more than you want the outcome and sale for yourself. And if you can do that, you'll
begin to start closing deals like a maniac because it'll, you know, you'll align with the questions that you need
to ask to actually get the close. Only reason those will actually come to you is like you have the intention and they
can feel that like it's just a whole it's a whole flywheel. So when you have a set clear intention,
the call just feels much more smooth, feels much better, right? And you must kind of make a mental shift. You must go
from like how could I close this prospect to what's the truth they need to see right now?
What is the truth they need to see in order to actually succeed? Right? This is the power of intention. So if you're
doing math in your head, you'll know that there's about 27.5% left. And this is the self-image,
otherwise known as who you believe you are. You know, with your intention and your self-image, these will show in your
body language. And this will show like how you show up to the call, how you ask ask questions, um how you answer, how
you pitch, how you, you know, present your offer. Like literally how you do everything is all determined based off
your tonality, self-image and intention. And self-image is honestly I think the most important one. It's who you believe
you are because like I like I would honestly say that self-image is 99% of the entire communication,
you know, and 1% is everything else. But unfortunately there is no room left in the 100%. Right? 27.5 is all that we got
left. But if you see yourself as some beginner, right? If you see yourself as, you know, not the best and you see
yourself without much business experience and you see yourself as the type that's like not very good at this,
you will probably never ever be able to close anyone. You know, you just won't.
And I'm sorry, but the truth is is that like if you want to be great, you have to see yourself as that.
If you want to close deals, if you want to be the type that can, you know, succeed and crush it, you have to
genuinely believe that you are the type of person to do so. If you see yourself as an expert on
advertising, that you're the best, you're the go to advertising, you're insanely good at sales, and you're
pretty much the best in the world there is, like that will come across on the call and your close rate will
jump. But only if your self-belief is good enough. You know, because your
self-belief, your self-image, all this stuff, it comes across with your conviction, your posture, your pauses,
your breath, your questions, your responses, your conviction, like literally everything.
It is everything. You know, the buyers will feel, the prospects will feel how you see yourself
on the call. When the buyer's thinking like, "Do I do I trust this person with my
future and my money?" The answer really depends on your state more than the words you say. You could
say you could say all these words and be like, "Oh, you're going to do amazing. Everything's going to be amazing. You're
going to crush it. You're going to sign 30 deals in the first 30 days." It's like, but your tonality sucks. Your
intention isn't real and your self-image isn't there. It's like this person's not going to trust you with their money.
They they just won't, you know. So, it's a very very crucial that you nail this self-image thing down. You see yourself
as the best there is at sales, the best there is at marketing, and the best there is that these guys could actually
go with. Like quite literally believing that there is no better way. That is what will guarantee that you
succeed. People don't buy from who you think you are. They buy from how you carry who you are. And how you carry who
you are comes from who you think you are. So if you genuinely think that like you are the best and you are great at
sales, you're super confident, you're going to, you know, give them the best results ever, there's no one else in the
market that can do it as well as you, then that will show up in how you carry yourself, which will then show up with
how they think you are, right? So they'll buy from you in that case. And it's like it's very, very important. The
self-image is everything. Just remember that like it's not about the words. It's about the tonality.
It's about your self-image and it's about your intention for them and the intention for the call
presence and truth. So, one thing that you guys will see, and if you're already in the market and you've
already seen so many of these calls, like you you you probably already understand this, like there is so many
overused scripts, AI robotic pitches, like there is no authenticity in the market anymore, you know, because
everyone's using quote unquote this is the best method to do this or that. And because of that, there is no
authenticity. No, there's nobody being genuine. And if you're able to be authentic, be
present, you will succeed so much more. Being authentic is literally everything
nowadays. That's that's all business owners want to see on a call with you. They want to see you be all your
authentic, confident self that you can provide the result that you say you can. And if you're able to be fully present,
that means you must be able to give the conversation your full attention. You must be speaking and listening and doing
everything you can to be present in the moment from your core values. Presence and truth are very very
important in sales calls. Like it's the reason why I'm giving it an entire section
is because naturally by getting the truth out of your out of your prospects, you will separate them from where they
are and where they want to be. But more importantly, when you're present on the call and you're not somewhere else and
your headsp space is not somewhere else, then you'll naturally just kind of know how to progress the call.
It'll just happen naturally without thinking about what what next to ask and what next to do. It's like you'll just
know because you're with them. You can hear them. And if you guys want more trust, like
everyone thinks, "Oh, if I have a ton of testimonials, I'll have amazing amounts of trust." It's like you'll have
more trust for sure, but like you won't have enough because real trust comes from authenticity.
It's what sets you apart in the market. And on calls, you must be fully fully present. You must be in the moment with
them. No multitasking, no glancing at frameworks, no reading scripts, no searching things up on Google, no note
takingaking. Like, focus both eyes and your whole mind on the prospect. Genuinely listen. Actively listen, lean
in. Maintain eye contact. Hear what they're saying. all of these things that you know the
prospect's telling you during the call. That's where your fuel is, right? That's where you're going to know how to take
the call and what direction to take it in. And if you're not present in the moment, you can't really pick up on
those things because your head's somewhere else. You know, mirror their body language,
match their tone, gestures, breathing, everything. Just feel what they feel and create a subconscious sense of harmony
and trust. Because like I'm telling you, if if you're authentic, if you're genuine on these calls, if you're
listening, if you're present with them, if you're fighting to get the truth out of them, like
they will trust you. You know what everyone fails to do is they like
they're just rushing and thinking about like, well, what's the next question I should ask? What's the next question?
And they're stuck in their head. But if you just listen for meaning and you listen to what they say and let their
words sink in, you will build a ton of trust. You'll know what questions to ask them.
You'll make them feel understood. They'll feel heard. Like it's everything.
Like those right questions that you're looking for that you're thinking about trying to figure out what to ask, you're
like, "Oh, I don't know what to ask. I don't know what to ask." It's like if you just listen and stay present with
them on the call, the right questions will come to you. You know,
I'm going to be honest, like I'm teaching you guys how to sell scriptless in this module.
How to sell without a script right in front of you. Because like I said, if you're there to
facilitate the transfer of transfers of energy and you want to actually help them, you know, see who they can, you
know, become in order to get what they want, it's like it's going to be very difficult to do that with a script
because you're not with them in the moment. If you just go down a list of questions
and you ask them a list of questions that supposedly dig out all the pain or whatever you're trying to do, it's like
they're going to give you points. They're going to give you fuel in the responses.
And if you fail to see where you should be digging on and where you should be, you know, continuing the conversation
just because you want to ask the next question in the list, it's like you will never get that far in the call. Your
close rate will suffer. It'll never get past like 10 15%. And the reason is is because
you're not present with them. You're not in the moment. You don't know what the right questions are because your head's
stuck in completely somewhere else. You know, everyone says sales is about asking the
right questions. It's like, yeah, it definitely is. And but people need to understand that it's
not about having the right questions. It's about like being with them in the conversation.
And those questions just seem to come to you, you know, naturally. People think trust is all about
testimonials and proof and social proof, but I'm going to be honest you guys. A lot of the situations, it's really about
how you show up to the call, how you view yourself, the presence, getting them to, you know, say the truth.
And you want to stay calm on these calls. Breathe slowly, mirror their pace, allow them to open up more easily
because the deeper you can get in these calls, the better. But a big part of these calls is getting them to be
truthful. You know, especially with like contractors, you know, I'm not sure, you
know, depending on what niche you are in, right? But prospects will lie to you about numbers or maybe not even fully
lie. Maybe just like a bend the truth a little bit, but they'll semi- lie. And when that happens, you know, when they
lie about their numbers a little bit or they, you know, they're not fully truthful about their situation,
it completely incentivizes them to not be real with you. So the call actually doesn't progress anywhere and eventually
just lie their way off the call, you know. And so one of the most important parts of these calls, like I said, is
obviously presence, but more importantly is challenging for the truth. Where you sense BS, catch it.
Ask about it. You know, figure out the truth. Don't just let it slide
because eventually you'll find out that they'll just, you know, lie their way off the call. And it's like
the truth and the pain and that separation and creating that gap is usually done through figuring out the
truth of what's actually going on because we want to figure out the truth of, you know, their current situation.
You know, we have to clearly define it. And if we can't even get the truth of their current situation, then we're
going to have a really hard time building that gap and truly getting them to a place where
they would actually like be interested in buying. So, let's go over a tale of two calls, right? We have one call and
we have two calls. Okay, let's go over them. So, sit back, relax, get some popcorn. Maybe not actually, but we're
going to just go over some, you know, two examples of calls. And we're not actually going to watch these calls, but
I'm just going to kind of tell you a story. So, so the first call is a contractor, right? So, this more
specifically, we are going to go with a roofing contractor. Okay? And this is you. You are in your gray suit. You are
on the sales call. You're feeling all formal. You're feeling amazing. You know, you just booked this sales call
and from a cold call, you're doing amazing. And the roofer's on the other side thinking like, "Oh god, what the
did I just get myself into?" and you open up the call with your script and you're saying, "Hey, how is it
going?" Awesome. Awesome. It's nice to meet you. Yeah, just want to jump in here. Uh, everything that we do is
customized, so I'm just going to go ahead and see if this is a good fit. And if it's a good fit, we can move forward.
If not, no worries. Does that sound good? Roofing contractor says, "Uh, yeah." And then you say, "Okay, what's
the biggest problem in the business right now?" And they're like, "Uh, lead flow." And then you're like, "Okay,
got you. So, how many leads per month are you getting right now?" And then the guy's like, "Uh, like six
to eight." And the and you were like, "Okay, how many jobs is that?" And the guy's like, "Uh, it's like one
to two." And you're like, "Got it. So, what type of jobs are these usually, you know, are you usually
doing?" And the point is is that you're asking all of these questions and you think
you're just, you know, deepening the level of conversation, but in actuality, you're just not listening. There's no
presence and truth because you're just reading off a list of questions. That's the reason why this guy's staring
at a script. It's like if you do this, if you just like ask them all these meaningless questions
after one another, it's like they will never ever buy from you.
And this is what I want you to see is not because because like okay, sure, some scripts will miraculously work on
some people because of who they are. interview if you like well you execute it well but for most situations
if you're just asking the same blanket set of questions to everyone they will not
they will not buy from you and more importantly like what did we learn in this section presence and truth
if you ask them how many leads they're getting and there's they say like oh six to eight that's not truthful
was it six or was it eight So when you get ranges and stuff and you get people that are like not completely,
you know, giving you the truth, it's like, okay, wait, 6 to 8, what does that mean? Last month, how many was that? And
they're like, oh, I don't know, 7 to 10. You're like, okay, what do you mean 7 to 10? Seven or 10? How many leads did you
get last month exactly? And this battle to find the truth, like you're figuring out the truth. You're,
you know, you're asking them to figure out what the actual true number is. And by figuring out this truth, you are
quite literally like causing a ton of indirect pain and you're separating the distance. Like
you're creating that gap much much more effectively. And another way to do this is like figuring out the truth about
their revenue and that their job like how many jobs they complete. You know, if the guy's asking if you if you asked
him how many jobs they complete, he said, "Oh, we're doing like one to two a month." Then you ask them, it's like,
okay, you're doing one to two a month. How many did you get done so far this month? Zero. Okay, what about last
month? One. What about the month before that? Zero. What about the month before that? Two. It's like if you get these
exact numbers, these specific things, then that will be a lot of pain, like a lot of purpose, a lot of, you know,
separation between where they are right now and where they want to be. And if you, you know, strive for this
presence and strive for this truth, but you're using a script, it just kind of won't work
because you're constantly just staying at the surface level and you're never actually digging down into anything. You
know, the next session, the next section of this, you know, video is about getting more, you know, in depth into
the conversations and getting deeper deeper into meeting. And if you say it with a script, you forever just stay at
surface level. You know, number two, so let's say that you're a
G. You're an absolute G. You have your little watch on. You have your glasses and your headphones on and your and your
yellow bike in the background. And you hop on the sales call with a prospect and you're like, "Hey, what's going on?
Where are you calling out of? Is that a is that a Detroit Lions flag behind you?" And you, first of all, open up the
conversation naturally. You kind of notice something about their environment or their location, and they're like,
"Oh, yeah, yeah, yeah. I love them. I'm from uh I'm from Michigan." and you're like, "Oh, cool. Yeah, I actually grew
up in Michigan. So, how are you doing today?" You ask them how they're doing. You do a
bit of a loose frame set and then you eventually start diving into questions, you know, because you want to learn more
about their business. And what's great is that like when you don't use a script, when you
have an open book and it's just a conversation of one person to one person, notice the eye contact versus
this. Like you're staring at the script. You know, on the call, you'd be more like staring at your screen and like
reading from line to line. And in this one, you are speaking directly to the prospect. You are looking directly at
them. You are listening to them. You are talking to them. They feel like they're being listened to. They feel like
they're being heard. And this is naturally giving you the right
questions to ask, you know, and you're you're you know, you're
you're digging into all these different aspects on the on the call. And it's like if you had just a script and you
were just, you know, answering a gloss like asking a glossery of questions to them, like they're never actually going
to go into depth about any of those answers because in those answers, you will find things that you want to cover.
You will find things that you want to push. You know, if he mentions at some point
that he got in a in a divorce or something because of how much time he spent working,
the sales the script guy would be like, "Okay, so how long have you been working for?"
Or like some Just ask some questions that is completely off a tangent. It's not even not even close to
what they just said. But this guy will say, "Wait, what do you mean? You got into a divorce because of work? Like,
how did that h what? I'm confused." And the difference between these two is that this one doesn't close and this one
does. You know, because they're understanding their prospect. They're actually
listening to what they're saying. They're digging into all these pain points. They're finding outlets because
they actually have the right intention. They know that they're confident, their ability, their posture is upright.
They're they're showing up to these calls in a certain way. And in reality, it's like this guy thinks
that he's doing all he can and doing the best he can because he's like saying the correct words. Like he's literally
saying every little thing, right? Because he's just reading off of the script. But the Chad
has realiz like realized this and like, oh, what I what I say is only 7% of it. It's more like how I say, how I show up,
my intention, how I see myself. and he sees himself as the expert. He his intention to see if his, you know,
prospect would be a good fit to work with him. And he shows up to the call like a Chad, like a beast. And
he just closes the deal because he can actually be present and be there and be truthful with his prospect. and his
prospect can actually like feel like he's being heard because this guy's listening and this guy's digging
into those points, you know, and you know, building the emotional momentum. And
that is kind of the biggest difference that I want you guys to understand. The three levels of conversation. So, I kept
this kind of glacier themed because it's literally like a glacier visual and I'll show you what I mean. But the three
levels of conversation is something that you should never be thinking about during a sales call. Okay? They should
never be, you know, going across your head. You really should be on the sales call just trying to figure out what's
going on, right? Defining their situation, figuring out where they actually want to go, seeing if you'd be
a good fit. That's literally the only focus, right? And so that's why I be careful, right? But I
just want you guys to know what these are so that when you review when you reviewing calls, when you're seeing what
happened, you can kind of see what level these guys were at and have like a little bit of a a specific identifying
system so you can see basically how to get into a deeper level of conversation where there's more emotional buyin. So
there are three levels of conversation and to close any deals, you must you must reach level two or level three. You
have to. And if you've closed any deals in the past, that means you have reached level two or level three because let me
tell you something, it's like a glacier, okay? And ideally, I like the middle section
to be a little bit smaller and the bottom section to be a little bit bigger. But for the agency reason, like
I think that this actually perfectly replicates things because you really doesn't take a masterful sales guy to
get to like you know, a 30% close rate. It really just takes, you know, a solid level two, deep down
discovery, understanding where they're at. And the first level is the service level. Okay, so this is level one. This
is above the water. I want more leads. I need more work. This is what the prospect is saying to you. And at this
level, it's very, very simple, right? There's no like deep discovery yet. There's no like special questions or
anything like that because all the answers are are just like, you know, one-word answers, you know, some simple
simple stuff. And that's level one. Level one is the surface level. So, these contain, you know, this level
contains questions like how many jobs did you guys do last month or what's your biggest constraint in the business?
Or how many leads did you get last month? And in the surface level, there is no urgency, there's no trust, there's
binary answers. A prospect is usually emotionally detached from the whole call and you sound like everyone else. So if
you stay in the surface level on the call, which if you listen, you know, go through a glossery of sales questions
and in a sales script, like you will stay at the surface level, they walk away feeling like nothing even happened
in the call at all, regardless of what they tell you at the end. So, what's weird is that the people that get stuck
in their like head, like they're just kind of like stuck in their head trying to figure out what to
ask and what to do, like those are the people that just are stuck in level one always.
And so, when you're thinking, "What question should I ask next?" instead of being present in the moment, listening
to what they're saying, you are asking questions. Yes. you know, especially if you're going on your sales script like
looking for questions and asking them, but you aren't creating any emotional momentum whatsoever.
And emotional momentum is like the compounding of emotional energy and weight that builds throughout a sales
call. So, what's powerful is that like throughout the sales call, you were digging into
all these points. you are digging into this, you know, all these pain points and all of these little aspects of their
lives of, you know, trying to define why what they're doing isn't working for them, right? And this progressive
emotional momentum, it's just being built and built and built. It's increasing their emotional buyin and
it's kind of like the alignment between how they feel and who they want to become, right? And this emotional
momentum is created. They're getting deeper with you. They're feeling more comfortable and opening up to you. And
if you go on two or three separate calls, like you won't have any emotional momentum because like in between calls
when they're not talking to you, doubt is building inside of their head. Like you can think about this, like as soon
as they hop off the sales call with you, there's a plant that gets seated in their brain and it's slowly growing from
that point onwards and it's doubt. It's doubt that you can actually do what you say you can do, right? And that's why
it's really important to get the payment and actually close these guys on one call because if you have three calls or
four calls, you have all this time between each call and you have all this doubt built up that inevitably they
probably just won't go with you. And so that's why high ticket sales is typically on one sales call, right? And
if you close a deal at level one, like congratulations because I think it's pretty much impossible, especially for
an agency where you just ask like no questions. Um because like these guys don't have
that high level of a buy in in the beginning. Like if someone comes in the call with the most insane level of buyin
where they're like, "Oh, I've wanted this service forever." You know, it's kind of like going to Best Buy and like
asking them for, you know, or like going even buying a computer. It's like you might have been wanting a computer for a
long ass time. So, your emotional buy in is so high that like you will buy it no matter what, you know, and there's very
few prospects that will get on a call with you with that, you know, level of emotional buyin where they literally
just like know of who you are and what you do, so they'll just like want to pay you money. Um, but most of them will
just like come in with a pretty low level of emotional buy in, not really have much. And it's your job to just
increase that and take them from a state that, you know, it's like a low emotional buying stage to a high
emotional buying stage with the energy that you have in order to show them who they could become in order to actually
achieve their goals and who they want to become, you know. So, but like I said though, the buyin for our product is,
you know, it's generally quite low just because of like the sheer amount of people that are offering leads and
appointments and lead genen and all this stuff. There's a ton of agencies out there. But this is totally fine. Like
there's nothing wrong with this. There's no bad thing about that or anything. Like we just have to be better at sales.
That's the key. And this section is all about surface level awareness, right? So it's all about like asking them
questions about just like collecting data like that is pretty much all surface level is you know made to do in
that initial call like or like in that first in in that sales call right where you're asking them questions and you're
you know trying to create and increase that gap just to figure out where they are and where they want to be and if
they'd even be a good fit for you. You're asking first of all you're in the level one right? You start in level one.
You're asking these surface level questions. You're collecting data. You're figuring out how many jobs
they're doing, how much revenue they're making, how many leads they're getting, how many clients they have. Like all of
these questions that's just kind of collecting data. It's not really doing anything. It's just giving you a little
bit more information. But when they give you those answers, you can begin to start breaking down into the action
level or level two. And level two looks like I want more work so I don't have to worry about
money or I want to lose weight to be more confident in my life. Now level two is action level. So these are questions
like what are you doing to solve this right now? What have you tried so far? How long has this been happening? So
when they answer and they're like oh well things have been really slow. I've only gotten like you know six leads in
the last month. you're like, "Oh my god." You might say,
"Oh, shoot. Okay, well, how long has this been happening?" You know, and that's how you like kind of know that
you're getting into the level two. And you realize like like what I said there is like the prospect said things are
getting slow. Th that way of saying that like things are getting slow. That's a container
word and I'll explain more what that means soon. But the goal for this section of the call is to begin to
agitate the gap between the effort and the outcome so they can like to like slowly begin to separate those two
diamonds, right, that you remember, the red and the green one. And where a lot of people go wrong is in
sales calls, they ask a bunch of discovery questions and they're like, "Question, okay, question, okay,
question." and they go through their sales script, but at the end of the call when they're about to pitch that red
triangle or I mean that red diamond and the green diamond are still in the exact same place in the beginning because they
never actually went into depth or level went to like level two or level three, you know, that's the problem. So with
your set calls, so like setting appointments, so booking appointments, you know, with appointment booking
systems and cold calling and cold SMS, like ideally you want to get to level two, you know, there's more emotional
buy and they'll want to show more. Most decent sales people just kind of live in this section and, you know, stay in
level two. And that's fine because you'll you'll build some tension, you'll build some accountability, especially if
you're pushing for the truth. like you'll definitely get some people that are, you know, closer to the point where
they wanted to they want to start buying from you, but more importantly, like you are uncovering what they've been doing
and where it's broken. So, the way that you'll know whether or not you're in this section and in this
level two is if you and your prospect are using container words. Okay? And what container words are words that
simply have more meaning. So there are words that have meaning packed within them. For example, burning
desire, needed help, light bulb moment, like work is slow. Like saying work is slow. That has a meaning, right? That
means something. And by using those container words, that's how you kind of know that we're in level two
in that, you know, that Y stage or the action level, if you will. And so how this would actually look in the
conversation is what made you realize you needed this or like how does that make you feel?
What would that mean for you? What's the reason behind that? And the goal of this level two is to look for specifics. So
specific numbers, we want specific metrics because in surface level one, we kind of just like got some data, some
general data. And what's important about level two is that we're like exposing the truth behind that data to find
specific numbers, specific details, specific revenue numbers, and using that to kind of like using the truth to kind
of figure out what's actually going wrong and finding these areas that we can push on. Because yeah, level one
was, you know, about making them feel surface level awareness of their situation, right? So they kind of have a
solid awareness of their situation. They kind of understand where they are. But level two is about making them feel
emotional awareness. It's about making them have responsibility for where they are.
And you have to be the person to quite literally hold up the mirror so they can see where they are and see their
situation and see the emotional weight of their situation as well. And so when you're going through this
discovery process on every single call and get to this action level, you know, you begin to start asking deeper
questions and you begin to start hearing container words from your prospects, write them down as well. You know, if
your prospect says that work has been slow, write down work has been slow on, you know, your notes because like I
don't preach taking notes too much because it takes you away from the call. For some people, notes actually just
like only hurt than help because they take because they hurt the presence that you have on the call. But it's always
good to write down the container words. So then you can use them against them, right? And you can be like, I thought
you said work has been slow. You know, you can catch them in these like not full of truths. And the reason
why you can do that is if you have those container words known. These container words
are doors, you know, that you can quite literally use to progress the emotional momentum of the call and also the
emotional buy in. You know, they're very very important. You know, they push push the sale
ultimately. And the discovery process, we can, you know, it's it's very easy to get into the habit of just like going
question, next question, okay, next question, okay, next question, okay, next question. It's very easy to do
that. You know, and a lot of a lot of sales programs actually preach that, but I recommend being very intentional with
these questions, you know, and a way you can do that is by preframe preframing each question. So pre-framing isn't
actually like an actual word in the English language, but it's a very very helpful tool that you can use on these
calls because like if you're going through this deep discovery process, right, and you're just going question,
you're going okay, question, okay, question, okay, question, it can feel a lot like an interview, right? And I can
tell you like if your prospect feels like they're being interviewed, they're not going to open up to you. And
more importantly, it won't feel like a conversation, right? It'll just feel like an interview. And if you want to
get deeper with a prospect and you want to find out like and get to this action level and get to this like
transformative level which is level three, you have to be very intentional with your questions.
And a great way to do that is by preframing them. Prefrraming is a way of transitioning through questions. So like
think about it like this. If you're asking a question, you be like, "How many leads are you guys getting?"
Instead of being like, "Okay, how many leads did you get last month?" like instead of just being like okay and
saying okay in between every single question, it's a way of just like prefring the next question based off of
their answer so it feels more conversational. So it's really all about just making the conversation flow
smoother, making them more importantly feel more heard. And a great example is that like Okay, cool. So we've had a
chance to kind of like look at what you guys are doing right now. Now I want to understand what that's actually doing to
you. Okay? Because like it's all great to go over the, you know, the shiny numbers and all that stuff, but I really
want to understand how this is actually affecting you. So, how is all of this affecting you? Like especially like how
you show up to the job site by saying all of that instead of just saying like you answer you ask you ask a question
then you're like, "Okay, how is all this affecting how you show up to the job site?" It's a very easy thing to be
like, "Oh, wow. That's a very salesy question. How is all this affecting how you show up to the job site?" Right? But
by prefraraming the question and being like, "Yeah, so we've had a look to kind of had a chance to look at how things
have been going and um I kind of just want to understand a little bit more like how is all this affecting, you
know, how you actually show up to the job site? Like is there an actual effect there or not?" And by prefraring that
question in that way, we're able to dig much deeper into the prospect's eyes and just like actually get a real answer
because like I can tell you a lot of the time it's very hard for the conversation to like not feel like a
interview if you're not pre-framing questions properly. You know, it's very very important to do that otherwise the
prospect will just not open up to you properly and it won't even feel like a conversation in the first place. Number
three is the transformational level. Okay. So, this in the process is the deepest part of a call, right? This is
when you're trying to like get to that identity level, right? Because we've had the surface level. We've collected data,
you know, we've gotten to the emotional awareness level. So, what's the third thing, right? The first one's
surface level awareness. The second one's emotional awareness. And what's the third one?
A good example is like I want work so I don't have to worry about money so I can provide for my children and be a role
model. If I had that extra money I can actually pursue my passions and be more fulfilled in life. You know level three
is the transformational level and it's also known as the identity level. So level one is surface awareness, level
two is emotional awareness and level three is identity awareness. The goal of level three is to build
emotional leverage by letting them see a truer version of themselves. What I mean by facilitating that
transference of energy and like actually facilitating a transformation for them is by helping them see a better version
of themselves. And a great example of this is that like when I was getting into that one coaching program, the
sales rep was a very very good, you know, good he was great at sales. And I actually, you know, I was listening to
the sales call process and you know, it's typical for a business owner to go on a sales call and be like,
"Oh, I know what's going on. I know what's happening." But in actuality, like it worked so well on me. I
didn't even realize it because like he let me see like who I could become. He kind of made me like almost visualize
and feel this version of myself that's like an entrepreneur, that's successful, that travels, that isn't
friends with his current friends, that's doing all these things that like are really special. And he allowed like he
he he basically gave me the ability to see that version of myself. And with his energy,
he allowed me to step into that version of myself and in doing so close the deal and make me pay a ton of money.
Right? That is the transformational level. And at this stage, you are quite
literally showing them who they need to be in order to hit their goals. You know, because a lot of these people,
whether you're on like a call with, you know, a 50-y old business owner that doesn't know much about ads or whatever,
it's like they are not right now in their current state, they are not the type of person that is good enough to
just kind of run their own ads, figure out how to market, and, you know, make a bunch of money through social media
platforms, right? They are not, that's just not who they are yet. And if you can show them that that's who they need
to become, then they will buy from you because like it's all about expansion.
Right? So, if there's one word I could use to describe this level, this level three, it's expansion.
Right? You're expanding on what they've currently said to you and you transition from like what they're doing to who they
believe they are. So, all of this is done through expansion. So like basically in the discovery process some
good words you want to use and just kind of think about the discovery process as is just like presence, truth and
expansion. Okay? And by doing these things you will kind of naturally just, you know, get to at
least level two and maybe even level three. But you are expanding on everything they're giving you and
deepening the process process by taking it to an identity level because it's not anymore a process of like what they're
doing. It's about who they are. And a great great way to transition, you know, like first of all, a good way to
transition from level one to level two is by asking why. Why are you doing that? Or how is that affecting you? But
a great way to transition from level two to level three is how would that change how you view
yourself? Because we're slowly seeping in and getting into that identity level. And so
another gateway to level three is also by seeing how other people perceive them like their family, their friends, their
employees, their peers. And at this point, we have data from surface level one. We have emotional
momentum because they're like into the process. And now all we need to do is expand on it. Okay. So questions you
might ask at the stage might sound like, how would that change how you see yourself? What would this unlock for the
way you show up? And I mean, not just here, but like in life in general. A great great way to think about this is
that like in level one, all you're doing is asking some surface level questions, collecting data, right? Level two,
you're holding up a mirror for them so they can start to see themselves and have emotional awareness for what's
going on. And level three, you are quite literally creating a mirror for them to look at with their future self on that
mirror so they can begin to see who they need to become and step into that higher version of
themselves to actually end up getting the result that they know they want. You know, level two, the key indicator
was container words. So level one was just, you know, data. Level two, we're starting to hear container words or, you
know, words that have meaning. And the key to know whether or not you're in level three,
you will hear the prospect say the words I am. Okay? So, level two, container words,
level three, I am. So, you'll begin to hear the prospect say like, "Oh, I'm not the type of
person to do this, like or I'm not the type of person to do that." Like that is how you know that you're getting towards
the sale or you're getting ready to almost start pitching because like you're getting into that transformative
level, but it's just really important that you expand. So I am is that key indicator for level
three. And in this stage, they'll start to sprinkle it in here and there, and you'll start to notice it. And that's
kind of how you know that you're on the right track. But if their identity and how they see themselves is in line with
the outcome we want, then it is game over. Think about the example of me going into that coaching program. My
identity, the type of person I was, I saw myself as the type of person to succeed and the type of person to make
money online and be a successful entrepreneur, right? And that's how I saw myself, right? And
what that sales rep did is he put up a mirror. He created a mirror and made me realize that I'm exactly who I need to
be to hit the goal. I just don't yet have the right information to do so and to actually get the result. I have to
step into the higher version of myself and be become the type of person to actually go through with things in order
to actually get the result. And I went through the process. I bought the program. I got the result and I was
in a 10 times better situation. You know, and this realization has to come from you. There's a reason why like
you're creating a mirror so they can see themselves instead of like creating a new version of them, right? Because that
realization has to come from them. They need to realize that they need to step into that higher version of themselves.
And that has to come from them. However, you can cast identities out to them, you know, by like noticing certain things.
So that sales rep, I'm just like thinking about this while I'm explaining this to you guys and everything that I'm
telling you, he did to did to me, which just it's it's hilarious. But we can cast identities out to them. So Mr.
Prospect, I I noticed you're more into pushing yourself and being more like growthminded.
Um like it seems like you kind of thought this out. Have you always been like that?
And by casting these identities, they agree with them and they associate these things with their identity. And that
like association with their identity kind of just strengthens it because like if they already see themselves as the
you know the type of person that they need to to actually get the result then the thing is is that like they're
already going to buy you know and because and the reason for this is because like the most powerful human
force is to remain consistent with your identity. Like everyone is always just remaining consistent with your identity
because changing your identity is so it's difficult. Those are going to be the calls where you're breaking people
and they're crying and they're questioning their whole identity and reality. But the people that are already
growthminded and that already have the identity of what they need to succeed. Like those are the types of people that
will buy without a question because they're already in that state, right? So once you are in level three, this is
also where you pre-handle objections. So at the end of the sales call, you're going to get something called
objections. And these are going to be like the typical like let me think about it or let me talk to my wife about it or
let me go through this and get back to you. Like there's so many different objections you can get or like it's too
much money like all these things, right? And when you're in level three, the emotional momentum is so heavy and
there's so much buy in at this point that you can handle these objections in the discovery process. Because let me
tell you something. I'll cover more about objections, right, in the framework video, but I'm not going to
make a whole video on objection handling because you shouldn't have that many objections if you're good enough. I want
you to remember that handling objections comes from a having a better discovery. That's pretty much it. So, these are
some objections that you can expect to get. And uh once timing, oh, I don't think that this would work out timing
wise right now. I need to wait, you know, a few months. finances. I don't have enough money. Spouse my I need to
make sure my wife's okay with it and I'm bored. There has to be a cost of an action, right? So, there's like a reason
why like it's more expensive basically to stay where they are right now than to actually make a decision. Um being
qualified, being the decision maker, you know, because you could go through this whole
process on a call with a sales rep that's not even the company owner and then at the end find out, well, oh, I'm
not actually the company owner, so I can't make a decision. You know what I mean? So, you must be
able to handle all of these things at that level. But we'll cover more about objections in
the future. But just understand that like once again, you should not have that many objections. Okay? You should
have almost none. Always none. And the reason why is because you have a good enough discovery process because you're
actually digging into these pain points, right? And covering each and every one, you know? And a lot of like these come
from like for example, right? Let's say we're going with the spouse objection, right? And at this point, we're in the
transformative level. So, we're asking them questions and we're digging into concepts and we're asking why that is,
what's going on, what's actually going on, and how is that affecting how you show up on a day-to-day basis? And how
is that affecting how you act and all this stuff? It's like, okay, let me let me ask you this. Like,
would your wife be on board with you doing something like this? Like, I'm just kind of curious.
And so you could dig in and be like, "Wow." So this really shows up. This it really shows up in how you, you know,
show up to your family as well. So you're I'm I'm assuming your wife would be on board with this then.
I mean, obviously. Yeah. Especially if she gets to spend more time with you and stuff. Like you just slowly like you dig
more into these aspects, right? And at the end of the call, if he says, "Oh, I want to talk to my wife about it."
You're like, "Didn't you imagine on the call that like your wife would be on board with
this?" And you can go deep into that objection, right? You can handle the out of
the objection and make them like think that they're not the the man of the household and all the there's there's a
bag for objection handling, right? But all you need to understand is that if you have a good enough discovery
process, objections isn't going to be your problem. Okay? Because no one has objection
handling issues. Usually, it's just they're not good enough at discovery. And that's fine. You just need to do
more mock calls and take more calls in general, right? Do more discoveries. And the best way to handle objections is to
basically have a deeper and more meaningful and overall better discovery process, you know, cuz it's so much
easier to pre-handle objections than to just like actually upfront handle them at the end of the call. So much easier.
And the only way you do that is by having a better discovery. So, another crucial point is that before
you pitch, before you present your offer, before you share your screen or do any of this stuff or present your
price, like you have to get to level three. It takes a lot of experience to know when someone's ready to buy.
But you kind of just get this like feeling that they're almost at this point where they're ready to buy. But I
let me tell you something, like if you're just asking service level questions, they are not going to be
ready to buy. Like you have to dig really deep into this and you have to, you know, get
these deep pain points and cover all these things and get it to an identity level and even cover these objections.
And like once you do that, then you pitch, you know, after you know have that cost
of an action covered, then before you know it, like you got another client. You just got paid 4K, right? So before
you pitch, before you present your offer, get to level three first. State management.
So I believe this is one of the last sections of the video. State management is incredibly important. And I actually
didn't realize that many people struggle with it because I've always been so good at it. But in sales, your state is
simply the condition you're in. So this consists of your mood, your body, your thoughts, your posture, your emotions,
your mindset. Like if you're feeling bummed out and you're feeling like rough and angry and all this stuff like that's
your state, right? And once again, it's basically how you are in that specific moment. So if you are
taking the call in a negative state, you will find yourself self-sabotaging, underperforming. But in contrast, if you
have like a high energy or kind of in like a flow state, you kind of just seem to close every single person you talk
to. And what's interesting is that this is all about state management. state matters so much because like I said
earlier buying is 80 to 90% emotional right it's not purely logical so what's interesting is that neuroscience states
that mirror neurons in your brain literally cause people to catch your feelings people will quite literally
reflect how you feel on the call so if you come into the call upbeat confident and excited the prospect's brain
literally mirrors it like they will be confident they will be excited they'll be upbeat but
vice versa If you come to the call depressed, sad, anxious, and worried, like the the prospect will have the same
exact feelings and they they won't buy from you, right? So, the art of state management is all about handling your
emotions, being a stoic, if you will. And if you have negative selft talk before a call,
it will distract you, tank your call, self-sabotage. And uh this kind of like inner chatter
is what you know controls most of your state most the time you know and it's really important to have you know a good
levelheaded state just like in all areas of life and having that emotional baseline because let me let me tell you
something like let's say you don't have an emotional baseline right let's say you're always
all over the place and you're driving right let's say you're driving to I don't know a friend's house and you get
this bad driver in front of you that almost, you know, almost rear ends you and does all this stuff and swerves and
like pisses you off and they put their middle finger up and now your state's right? You're you're out of your
emotional baseline. You're angry. You're upset like and then that shows up how you show
up to the sales calls later that day and how you book appointments and your client success calls and like like
everything. literally everything. The people that can't control their emotional state,
the people that don't have a solid emotional baseline are much more likely to fail. Because
let me tell you, like, let's say that happened to me. Let's say someone was flipping me off in the car. I
would just like be like, "All right, [laughter] move on." And I just wouldn't even think about it. That's that's
literally the last thought I would ever have. And for some people, it would piss them off and make them angry and get
them in a bad state. It's like I didn't realize that that's like a skill to be honest, but it is. You have to learn to
be have like you have to learn to be at an emotional baseline to not be changed by certain things that happen to
you because like I can tell you something that like that does not matter. It doesn't matter.
It's the same thing with your setting calls. It's like let's say you're doing cold calling and you're doing like I
don't know two or 300 dials and your fifth call you get you just get into dialing. Your fifth call someone says
you. Never call me again. Go die. For emotional babies and sensitive people that can't control their
emotional baseline and state be like, "Oh, I'm so upset. I can't do this anymore. Oh, I have I can't take
any more calls. It hurt too much. Too too painful." It's like, bro, how the hell are you ever going to
succeed if you can't handle rejection from a random person you don't even know who they are?
Like, if your mom to you, if your mom says go die, like I that's a fair reason to be like fairly upset about yourself,
right? Because that has a lot of, you know, emotional weight to it. It's your mom. But if it's some random some random
roofing contractor that's on the other side of the planet, like, what are you doing getting upset about that?
Like what the are you doing? Like why does that matter? Are you going to meet do you know them? Are you going to
talk to them ever again in your entire life? No. So why does it why are you allowing them to take that much
emotional drain from you and like get you into such a negative flow state? I don't understand.
And your state, this kind of state that you're in underpins your presence, your intention, your identity, how you see
yourself on these calls, which are, you know, obviously those are like the key aspects of communication like we covered
earlier. And it will really just like completely dictate how the calls go and how effective the conversation is. So,
it's very very important to master this. And if your mindset is off in the distance, you will not able to be
present on the call ever really. You know, if you're thinking about that guy that, you know, flipped you off
in the road and you're on a sales call, it's like you will never be able to be present on the call. You won't be able
to ask the right questions. You won't actually like progress the emotional momentum. You won't you won't close them
because your mind's somewhere else. And this is the power of managing your state because this happens on sales calls,
setting calls, catchup calls, everything. And without proper state management, if you have one bad sales
call, then chances are every single call the rest of that day will be iffy. And that is not something you can
afford. Because let me tell you, the key to having a consistent close rate isn't about having a consistent script and
using a similar process. It's about being consistent within your state and allowing yourself to show up with 100%
presence and being, you know, having all and showing up with all of your effort into every single call you take.
I will cover some tactics to kind of help manage that state. But you got to understand that that like
there's a lot of thoughts and habits that you have that are pretty much state killers. And there's a lot of different
ways, you know, to do this. But like honestly just you need to become good at killing thoughts. Like if you have a bad
thought that doesn't you know serve you just kill it. Be like okay I did not have that thought that didn't even
exist. You need to learn to be good at that. But anyways saying I really need the sale or what if they say no or
saying gh this prospect sucks like this critical selft talk saying I suck or they're better than me or when you're
overthinking like oh what if they say no or this won't even this won't even work even if I do sign them. It's like or
feeling unprepared and saying, "Oh, I really hope I remember everything on this call and or just like physically
neglecting your own needs by not eating, not sleeping, having too much caffeine." All of which just builds anxiety,
up your state. Like as humans, we do have a built-in negativity bias, right? So like every single positive thought we
have, our brain seems to throw out about three negatives. What's incredibly interesting about this is that like it's
all designed to keep us in survival mode, right? So, you'll get these worst case scenario thoughts, right? They'll
flood into your system and that'll give you cortisol and adrenaline triggering this like fightor-flight response and
the result is, you know, you have like a faster heartbeat, shaky hands, a racing mind, you know, because you're thinking
of the worst case scenarios all the time because every time you have a positive thought, you have about three negatives
and all of this stuff, right? these these these negative thoughts that are just like these worst case scenarios
that are flooding into your system and giving you this adrenaline and triggering triggering this response like
and giving you a faster you know faster heart and all this stuff. It's like destroying your ability to sell. And
it's very interesting biologically why this happens. And the reason is because humans are built to survive. We are
built to be in survival mode, right? We're not built to thrive and expand and be creative and do all these things and
succeed. We are built to survive, right? That's why that's what we are built to do. And so it makes sense that
this is a thing because if you're in the African jungle and it's like I don't know, however many however many
years BC and you need to survive. So you get you get meat from like one animal and you survive and you're like, "Oh,
this meat's delicious. I'm glad I got this meat. I need to cook it now." And then you get four more negative
thoughts. It's like, but I could die any moment. There's there there could be a killer stalking
me right now. There's there's more animals I need to kill before they kill me. It's like you get all these negative
worst case scenario thoughts that sound crazy to you right now because we're in the 21st century. But like, if you think
about that for a second, that makes sense biologically to have these negativity bias where we think of the
worst case scenarios because we're geared to survive. We are not geared to thrive.
That's not how we're built. If humans didn't have this, bro, everyone would probably be rich and like rich famous
millionaires. But the problem is that like if everyone was like that, then there would be no value in it, right?
But you, this all comes from really mastering your state. So you need to actively interrupt these flaw patterns
and be better than that. You need to control your emotional state and control that emotional baseline. And to do so,
it will honestly take pretty much more reps than anything else. Like that'll be the biggest needle moving thing for you
is just taking more calls, doing more practice, booking more meetings, and practicing being in that state. However,
I do have some helpful, you know, action items that you can kind of utilize. So, right now, literally while watching this
video, I don't know if you need to pause it or whatever, or if you have a paper near you, but go grab a piece of paper
and go ahead and draw a line down the middle to create two columns. Once that's done, once you got two
columns in the paper, in the left column, write down the reasons why you lose sales and lose bookings. And if you
haven't done like any, you know, too much sales yet or too much, you should have already at this point. Like, um, I
don't think I'm really accepting too many like fresh beginners into this program. But the chance that I am, then,
you know, I guess write down the traits of people that you think would lose, you know, sales and, you know, lose bookings
and all that stuff. those the traits of those people. And in the right column, write things or words that bring you or
remind you of being in that successful state where things just kind of seem to flow where you got the result or even
just like the qualities of people that operate at higher frequencies than you, right? If you write those qualities down
on the right side, then here's what you need to do. Once you have a list of, you know, 20 to 30
words, and I would recommend just pausing this, doing this now, writing all these words down, go through those
words and find three words that stand out to you. And I'm assuming you guys haven't seen the show called Severance,
but there's a show where basically like these workers are there's actually a chip in their brain,
so they actually can't remember what goes on at work. But what they do is they, you know, use this computer and
they choose these numbers that basically feel something. They have a feeling. So they're on this little computer screen
and they, you know, choose these numbers that have this feeling to them. And they do that and that's their whole job. And
so go through this list of paper like go through these like these words and just there's going to be like three or four
words, maybe two or three words that just stand out to you that just that make you feel some type of way. And you
need to find those words and then write them down. And these will be your three anchor words. These will be the words
for you to set your state for success. So like and maintain that state as well. So what's great is that
you can write these words on a piece of paper. And honestly, I would recommend putting it out on your wall. So like
taping down these words to the wall. But um an example of these words could be like
grounded, curious, and challenging, right? And you should either print these three words out, hang them up on the
wall right across or above your computer so you can see them every day or set them as your background.
And what's great about these words is that like before and after every single sales call or every single co like um
maybe not cold call, but like maybe like a warm setting call or something, you will take three deep breaths and then
say these three anchor words. So, let's say you have a sales call like right now it's I don't know let's say it's 2:55,
right? You're getting into the process. You're about to take a sales call at 3. And before the sales call, what you want
to do is take three deep breaths. Feel like, grounded,
curious, challenging, and you just want to stay grounded by saying those three words, thinking about those words,
meaning those words. And if you do this, it will help you get into the state you need to be. You know, by taking those
deep breaths, it'll just kind of clear your mind and prepare you. Because like if you do this
for every call after every sales call, let's say you have a bad sales call and you get off the call and you're like
you deep, you know, three deep breaths and you're like grounded, curious, challenging and then you just feel like
it just doesn't seem as bad. You're like, I had another I had a bad sales call, but I need to stay grounded,
curious, and keep challenging. And you do that for every single call, it will slowly reinforce your state and
your identity and create like a habit of being those traits. So, it's very very overpowered and over
enough calls like it'll really seep into your identity because like eventually it'll become habit, it'll eventually
become instinct and then it'll be a basically just be a part of you. you'll start to be the type of person that's
grounded or be the type of person that's curious and like that's how you'll see yourself and that's how you'll start to
close more deals. So, this is a good tip to help manage your state on these calls. Another thing you can do is in
the morning just when you wake up tell yourself today is going to be a good day, right? Just tell yourself that in
the morning anchor your state in the morning be calm, collected, just tell yourself it's going to be a good day.
And I would also recommend listing out what you're grateful for. So, I have a journal for this that I like to use. um
was actually a journal from uh one of my girlfriends in the past that got it from Italy. Um it's beautiful journal and I
basically write down what I'm grateful in uh for in it. Um I do that pretty often.
But if you want to focus mainly on your state for sales performance in general, what you want to do is one, you can
watch a good sales call that you've had in the morning to kind of set you in the right mood and state because you're
going to have a day of calls, right? So it'll kind of like get you in anchor your state in the you know get you in
the mood for all these calls because like if you watch one good call from you and you're not like oh this is a
terrible call then you'll actually be quite proud of yourself and be like wow this is great and
the rest of the day it'll be much much better right in addition to the the three words and the deep breaths but and
also before bed watch a bad sales call before bed okay because like you can get feedback and like learn about what you
did wrong. But that's after you've taken all the calls for the day. Because what's interesting about being an agency
owner is that you have to take so many calls every day in the beginning when you're going from like zero to 20K a
month. And it's very important that you can manage your state throughout the whole day of calls. And the best way to
do that is by setting yourself in the beginning in the morning just being like here's a great call. Let's watch it.
Let's see how it was, how it felt to be there, how it felt to, you know, operate at that higher frequency. And then
toward towards the end of the day, like you watch a bad call because that's what you actually learn, right? That's what
we're actually learning. Tackling the painful task of watching a bad call, but that's where we learn the most.
But every single call, you will reinforce these words and they will eventually become instinct and they will
seep into your identity. So just please remember that state management is a skill and you will improve at it. But if
you can't even manage your state about like simple things in life that happen to you, then you're probably not you
you're probably you're probably pretty So you have a lot of work to do because like if you're a victim to your
state, you know, things will just get to you and you will never be able to succeed.
So you cannot be a victim to your state. You have to control your reality. It's the same thing with, you know, the
bending reality and the mindset module. It's like you will never change your reality if you're a victim to it. If you
think that everything is happening and you can't control it, it's like if you're a victim to your reality, your
reality won't change. It's the same thing with your state. If you're a victim to your state won't change. Like
you control this and you have to control it otherwise you're not going to perform very well. Just having that emotional
baseline is everything. The people that operate at just like a better frequency that are just like usually more
successful always simple they they always seem to have very very good state management. nothing affects them other
than things that actually truly have meaning. Right? That's a trait of, you know, super successful people that I've
found and I've seen that among my friends as well. Identity based selling. So, who you are off the call is who you
are on the call. Let me repeat that. Who you are off the call is who you are on the call. If you want to be better at
sales, you have to be better off the call. your identity seeps into your sales
calls, you know, because whatever you think, whatever you believe, it really will influence all of your results.
Similar to the mindset module, you must quite literally take some time define who it's going to take to actually hit
your goal and then become that person. It's the same thing with sales. And you have to change your identity
because like if you can consistently like act in a way right consistently have the thoughts
and consistently build these habits that eventually it will become instinct right over like you know 60 to 90 days and
then that will seep into your identity and eventually you'll be good at sales because right now you might not see
yourself as like the best sales rep right because you don't have like that much experience. Um, but first of all,
focusing on your current ability is, you know, flawed and we'll I'll explain that soon. But the thing is is that like be
very careful about who you think you and who you see yourself as, you know, but in short, just have the intention at
becoming the best. And over enough time, over enough action and enough like calls taken, you will genuinely think that you
are the best. And that only comes from building habits, you know, doing things repeatedly for 30 days straight and then
60 to 90 days for the instinct and then eventually it seeps into your identity and then you see yourself as the type
that's very very good at sales and that's crushing it and doing all this and that. But every time that you have a
thought that doesn't serve you, kill it. Like it's the same thing in the mindset module. If you have like a broke
thought, you know, or a low frequency thought and you're thinking about like doing this something that you know
that's not in congruence to your goal and that doesn't serve you, you need to learn how to kill that thought,
kill that idea. You know, it's so because we can't always control our thoughts, right?
Because our thoughts create our beliefs, our beliefs create our reality, um, etc. And we'll get thoughts and they'll be
like, I should have closed this. I'm not very good at sales. Like that thought, it doesn't serve you. So kill it.
Like that should rem be removed from your brain instantly. And you need to be good and you know learn to just remove
thoughts that aren't good for you, you know? And I've been doing this very recently with like drinking for example.
Like for example, I was walking home on a Friday night after a workout at like 11 p.m. and I was like, "Oh wow, I kind
of want to go out and drink and you know, hang out with some friends." Instantly, I killed that thought. That
wasn't even a thought that existed in my head after that moment because it doesn't serve me.
So, something that's really, really powerful is that sales isn't really something you do. It's kind of who you
become. And sales really takes a lot of training. It takes a lot of effort and, you know, repetition to get good at. But
it's not something that you just kind of do. It's it's it's truly who you become. You need to become the type of person
that you know crushes it in sales. So I want you guys to remember this. Never focus on your ability. It doesn't
matter whatsoever how good you are at sales right now. I don't care if you have a ton of experience. I don't care
about any of it. It doesn't matter. Okay? Because if you only focus on your current ability, it will always entrap
you. Like if you co constantly focus on your current sales ability, whether it's
really good or really bad, you will never be able to grow from that. Because if you already think that you're the
best there is at sales, you won't be able to grow from that. If you already think that you're the worst at sales,
you won't be able to grow. You'll always be insecure. You'll always feel like You'll ever you'll always never be
confident. It's like you won't you won't succeed. So never focus on your current ability
in sales. Okay? Instead, focus on intention. Focus on intention, you guys. Intention will give
you forward momentum. It'll like it's it's it's what you intend to do. It's what who you intend to be. You know,
like if you focus on your current ability in sales, like it'll sound like in your head, you'll be like, "I've
never closed a deal before. It's not my ability to close." That's what you'll, you know, think and that's what you will
feel as in that's feel that's your ability, right? But it's like obviously if you're focusing on that then you're
never you're not going to close anyone you know anytime soon because you think you're bad at sales. It's going to
affect how you show up, your present, your intention, your like literally everything. But if you focus on
intention, it sounds like I want to be this person that is great at sales and I intend to step into that higher version
of myself. And if you constantly have that intention, then like it's infinite. You can always
improve. you always will take the action to figure out how to grow because you intend on becoming just better,
right? You're not focusing on your current ability. Ability traps you. Intention is infinite. And when you
actually show up fully to these calls, you're confident in yourself. You're aligned. You're certain. You're
emotionally present. You're active. You're looking for the truth. You're being truthful.
You're no longer just like selling. You're leading and facilitating a change in their life through a transformation
by letting them see the version of themselves that they need to in order to hit the goal that they want. And so a
good salesman sells a product. A great salesman sells a future or a transformation. People don't buy
products, they buy feelings, status, identity, and results. So I hope you guys enjoyed that. Now
we're going to go into the road map of just like kind of how this module is going to go from now on. By now in the
process you have a solid fundamental understanding of sales, right? You understand a little bit about it and in
the next few videos we will cover setting in the next one. How to take calls, operations, everything else that
you need to close at a high percentage and then also eventually build teams to remove yourself from the process. But if
you feel a little bit lost, don't worry. It's completely normal. Just know that everything will make sense in the coming
videos. The expectation though for everyone in this program is to watch this video alongside every other video
in the sales module multiple times so you can truly internalize all this information that I'm telling you and
also more importantly apply it through actual reps and execution because keep in mind that you cannot become a great
sales rep overnight. You just can't. You can't just watch this module and instantly be good at sales. The best
sales reps have taken hundreds or even thousands of meetings and have used coaching and materials to constantly
grow because they intended on becoming the best and not focused on their current ability. Right? So you won't
simply just again watch this module and close at 30%. It's just it won't happen. But it will take reps. That's okay.
So if you think that you aren't great at sales or you aren't capable of closing huge deals, I want you to first of all
stop focusing on your current ability and focus on intention then second of all take 30 sales calls, watch this
module two to three times throughout that time and come back and I guarantee you won't have that thought even in your
brain. At the end of the day, I can give you all the sales training in the world. I
can give you all the modules, all the best information, all the best coaching. But it is your job to constantly do
repetitions and to do, you know, relentless effort and execution because that is what will truly separate you
from all of the unsuccessful people in the space. But once again, sales is, you know, one
of those skills that come comes from experience, repetition, coaching as well. Like these
videos will help a lot, right? But they won't be what takes you from a beginner to an expert. Hundreds of reps,
relentless effort, constant grind, constant hunger. That is what will make you great at sales. The most inspiring
person is the one overcoming the fear of doing something, not the person who is excellent at it. So, I'm going to leave
you guys with a crazy action item. This will really, really test your commitment to not only this program, but also to
your own growth. So, I just want to keep that in mind. Um, and it's the second one. But the first one is complete five
MC calls. So, with M calls, it's like basically uh a practice call with someone else in the program. So, I went
ahead and included a resource in the description of this video, so you can go ahead and check it out. And basically,
it'll explain to you how to conduct these MC calls with people. But what you want to do is find someone that's better
than you, take a M call with them, and have them explain to you like a little bit more about the discovery process and
how it should go. um and you know actually just see what it looks like because right now you have no knowledge
on you know the framework and you don't even know how these calls should look and how you know and that's fine right
but you understand some fundamentals of why people buy you understand like how you need to have a good intention and
you you understand all these things about neuroscience about its emotion which is great so what I want you to do
is find someone that's better than you in sales and complete five mock calls so book five spots in the calendar ideally
five different people and just basically complete these five mock calls and learn everything you can from these guys
because obviously they're going to be ahead. They're going to be further ahead than you. Don't just do this with
someone that's, you know, as a beginner as you. Just do someone that has a, you know, you're at your skill level or
better ideally. But, uh, yeah, complete five mock calls. You must do that. Um, and then the second thing is buy the
book called Neuroselling by Jeff Bloomfield. So, this is a great great book that has a really like a ton of
insanely good information about, you know, neuroscience and selling in general. And I went ahead and included
the link to Amazon and I guess the US one in the description, although I'm not even in the US right now. Um, but go
ahead if you are truly committed to becoming a great sales rep that I can't recommend this book more. You must and
you know there's a difference between reading a book just to read it and just to gloss over it and also just like
internalizing it and taking notes on everything. Treat it like it's one of these videos in the program. Take notes
on it. Write sticky notes. Write summaries. Just do everything you can to learn because I'm telling you guys, if
you can become a killer at sales, then you can quite literally like half the amount of time it takes to get, you
know, to where you want to go. So, I hope you guys can understand that. But I hope you enjoyed this video. More
importantly, next one is about setting. So, I'll see you there. Um, have a good rest of your day and thanks for
watching. Hey everyone, it's Owen Rensland and welcome to setting mastery. So, this video is going to go over
setting in its entirety. We're going to go over how to set, why setting, what's important about setting, well, how to
actually like, you know, handle these conversations in a better way and get the result that you're actually looking
for, right? Because setting is very, very important. Setting is the art and act of booking appointments, right?
That's another way to put it. And the people that can set and the people that can't set it is a very very large
indicator as to why someone can't succeed and they can't set. Right? So where someone learns fundamentals with
setting depends on you know their experiences in the past and everything like that. But a lot of these like
theories, fundamentals, philosophies, and kind of just methods in general are, you know, there's not too many of them.
It's just about like how well you can recognize them and like when to use which one and just kind of like it
really just comes more from experience. And that's the reason why this video is designed to be watched more than five
times, right? You should be at least watching this video three to five times coupled with, you know, insane
execution, solid practice, good effort because if you can do that, you will be so much better at setting appointments
and this will speedrun the whole progress of your agency because setting is very very important you guys. This is
like extremely important. It affects quite literally everything that you do in the business, especially in the
beginning, right? And you know, I spent like six to 12 months doing door-to-d dooror sales before I even got into like
online business. And those skills of being able to just like mirror people and like frame things in a way that
leads towards a sale and like, you know, acting confident and just having a good tone so they don't, you know, actually
like physically slam their door on me, right? Like those are the things that I developed during that time. And
oftentimes I wondered because I had a friend that had no prior experience and just got into booking appointments and
you know cold calling and doing all this stuff and I was able to book like a ton of appointments and do super super well.
My show rate was like 80 or 90%. Yet my friend would have a hard time even booking one a day and then if he did get
one it wouldn't even show, right? So it's like I asked myself like what could be the difference?
And honestly, if I were to answer that question today, the difference is how much time he spent versus me actually
like selling. You just need to sell more. You know, you need to be uncomfortable more. You need to talk to
more prospects. You need to practice and execute more. And that really is the difference between someone that's
terrible and someone that's an A player, right? So, I hope that I can really instill that in you and just make sure
that you can watch this video three to five times alongside practice and execution because the more you practice,
the more you actually execute on the stuff that's in this video and the more you actually watch this video in the
first place, the better you'll become at setting and inevitably you'll be able to, you know, train your team better,
ramp up setters in a more efficient way, create that and uh basically succeed more just in general, right? Okay, this
will also help on your sales calls. Everything will be good from this, right? So, let's jump in. Here's what
we're going to cover. Mindset/ identity, who you are on the call. Communication, how you interact on the call.
Conversation, what you actually do on the call. Objection handling. And finally, effortless execution.
Thankfully, setting calls are, you know, they're pretty simple. They're not crazy long. They're not crazy complicated.
There's no cameras involved. It's usually, you know, there's only a few different sources. There's only a few
usually different types of people that you'll run into, especially, you know, building an agency. And it's it's not
that complicated. So, I want to make sure you guys understand that like, you know, the bag does go much deeper,
right? This gets way more complicated. It gets way more harder for, you know, higher level setting. But if you just
want to hit like a measly 20k a month, 10k a month, like with a, you know, 70 to 90% show rate with, you know, a five%
ABR, like if you want to do these things, then this should be enough. And I'm not just saying watching this video
once. This watching this video once won't give you those results. But watching this video three to five times
alongside, you know, ruthless execution and practice iteration, it will. Right?
Keep in mind that almost everything that you guys learned in the last video or sales fundamentals largely applies to
setting as well. If the material of the last video has become foggy to you in any way, shape or form, please just go
back and rewatch it. Okay? It's not worth it to just like risk being foggy and not really knowing, oh wait, is that
how I should do it or is what what are the four types of communication? Like you should know this stuff, right? And
that's the point of these videos. It's not so you can watch them once and maybe, you know, make some changes. It's
so you can watch them multiple times and really internalize the information. So if the material has become foggy in any
way, just go back and rewatch it. Okay? You have 24 hours in a day. The videos are only, you know, an hour to three
hours long each and it's really really it it's really really impactful. It really helps. So
this sales module is incredibly powerful, right? And I expect you to watch it multiple times. Once again, I'm
going to say this again, in addition to constant practice in order for you to internalize it because just learning is
not enough. You know, you can learn pretty much as much as you want, but the problem is that people are afraid to
execute. People don't execute as frequently as they should. And it shows in their lack of ability.
And you might be saying, Owen, I'm not a setter. I want to be a business owner or I am a business owner. Great. Cool. But
setting is one of the most important skills to have as an agency owner and ultimately a business owner. And it will
strongly determine whether or not your agency is able to succeed like in the first place. It's it's very powerful.
It's very important as well. And you can't just remove yourself like and you might be asking yourself why
because in the beginning setting is the lifeline of your entire business, right? So, like
honestly, you need to be able to set extremely well. You need to be a
world-class setter. And that's so important, right? It'll take time getting over the accident or handling
accidents like or or just like becoming better on like being on the call with these prospects. Like it seems difficult
in the beginning, but like it's very exponential and it's very easy once you get the hang of it, right? And
once you can like you know get a consistent booking rate you know get a consistent show rate like it's pretty
easy to scale. So what is setting? Setting is short for setting or booking appointments. Whether we are an actual
SDR or setter for an agency owner or a business owner in general. If you're in the high ticket space like online,
chances are there's setters being utilized, right? It's very crucial. And SDR, by the way, means sales development
representative. So you could think of a sales rep like a, you know, sales representative and then
this was sales development representative. So it's something that like develops the sale, right? Gets it
to a point where they can get on a call. Every majorly successful high ticket offer you see online has SDRs or
setters, right? And whether you're selling marketing to local businesses, content management to creators, or
basically literally anything that costs, you know, more than a few thousand dollars online that requires sales
calls, there's very high chances that setters are being utilized in a major way.
You know, a lot of scaling issues, dude. You you can take any online consulting, coaching or you know agency
or any online business like that whatsoever info and literally just implement paid ads and setters and you
literally have like a cash printing machine. Unfortunately,
just doing paid ads is not enough. Like you have to have setters. You have to be good at setting. have to be comfortable
with setting frequently and it will majorly impact everything you do.
They're a crucial part of the process, right? Because they are the preparatory step towards the sales call. They're
right before the sales call. So like you could honestly tell whether or not someone's like even going to consider
buying based on that setting call, right? It's got to be very very important. It's the first touch point,
right? So, if you plan on signing plenty of clients, which you should be if you're in this program, you must learn
to be a world-class sutter. Luckily, this video should be all you need to do so given that you watch it five plus
times and more importantly, practice and execute frequently. Not just frequently, as often as you possibly can. A kind of
harsh truth that I don't think a lot of people realize is that when you start an agency,
90% of your job in the beginning is just setting appointments. That's all it is. Because if your business stops setting
appointments and your business isn't growing organically, then like you will you will die out naturally, right? And
here's um how to know whether or not your business is growing organically. Obviously, you probably know, but if
your churn rate, which is the percentage of clients that leave you on a given month, is higher than your referral
rate, which is the percentage of your clients that refer you on a given month, then your business is not growing
organically. And what happens is that means your product isn't good enough. Because a
healthy business, for example, this business that I'm running right now, my referral rate is
much higher than my turn rate. And so my business is growing almost without me. That's because the product's
good, right? So that's why in the beginning because when you don't have that much of
a product and you don't have it built out that much, it's crucial that you continuously set appointments,
you force it to grow because they're the fuel of your business. So we must learn to master the ability to set
appointments and do outreach successfully. So you're probably saying, "Okay, oh,
and I'm, you know, I'm probably just going to outsource it, so it doesn't really matter."
Wrong. You couldn't. In fact, you couldn't be more wrong. Before you can even consider removing yourself from the
process, you have to be good at it. Okay? You you can't I mean, you can hire A
players, right? You can hire people that are very very good past your even past your skill grade, and that's honestly
recommended eventually, but how do you know to recognize an A player without being one? How do you ramp up an A
player that isn't one, that needs to be one? How do you like you just have to be good at it before
you can out like even think about outsourcing it? Well, you know, the people that rush to outsource and don't,
you know, say, "Oh, I'm just going to remove myself in the process." Those are the people that usually fail because
the, you know, the typically the reason why they're outsourcing is because they don't want to do it. If you don't have
that mental resilience, then you're probably not going to do too well, right?
Why? Hiring setters SDRs is all about culture and skill. Yeah. truly like to build a successful team or even just
like one single appointment setter, you have to know the ins and out of setting so you can properly do so. They're going
to be asking questions. They're going to be, you know, expecting training. You know, there there's a lot to it, right?
And you need to be able to give them feedback and tips on improvement. And unfortunately, just watching this video
five times isn't enough, right? You need to actually do it, you know, a lot. So, if you thought that you could just
outsource your way to 30K a month, I want you to reconsider and think again. I don't think you can. Um,
you could get lucky and just hire a really good sales rep that closes at 60%. But
if you want a healthy agency, you build it and scale it, right? Just become a good setter first. Okay?
And so this video applies to pretty much every version of setting, right? Everything. Cold calling, cold SMS, cold
SMS calling, DM setting, paid ad confirmation call, organic inbound, like and there probably more will be more
methods in the program for setting. But like for right now, like it applies to all of this. It's just it's just setting
like the act of setting appointments, right? It's it's it's super general. So basically every outbound, every inbound
method, every almost paid method as well, like everything that just includes talking to a prospect and setting an
appointment or confirming an appointment, right? This video applies to that. So it's an understatement that
you need to learn to be the best possible seller, right? If you want to sign an abundance of clients, if you
want to be super successful, you have to be very, very good at setting. What most people do is try to avoid setting
appointments, try to avoid outreach and just outsource it or remove themsel or just try to immediately immediately
run paid ads. But becoming a great setter is extremely important because like if you're a bad setter, chances are
you're not going to be that great at, you know, at closing. So the most natural step to become the best
closer is to become a good setter first. And so if you want to become the best closer and sales rep, you must learn to
be the best setter first. So let's take a second real quick, right? Let's just consider and think about what setting
could affect, right? Setting could affect your obviously your, you know, pitch rate, your resonation rate, your
booking rate, your show rate, your close rate, your churn rate, your literally everything in your business. Like
setting literally affects everything, you know. First of all, it is the life of your business, right? You need
appointments to grow. Second, if you want to close appointments, they need to actually show, you know, and I want you
guys to remember this. The difference between a good show rate and a bad show rate is the ability of the setter.
Let me read that again. The difference between a good show rate and a bad show rate is the ability of the setter. This
is crucial that you guys understand this because getting just a like a name and an email and a time in the calendar
isn't enough anymore. It's just not. It's clear. And people misunderstand that like their show rate bottleneck,
right? If their show rates, you know, 20%. It's your your show rate. There's almost no niche where your show rate
should be less than 50%. And if it's less than 50% or like 45%, then chances are it's probably your
bottleneck. And it's not because of the lack of reminders or because like they don't
know how to join the meeting, but it's usually just how the appointment was set. Think about it. If you're a
business owner and you're going on a call with some random person that's trying to pitch you a meeting and they
don't do a good job, you don't really see value, then why the are you going to show up to the appointment?
Like everyone in this in this agency space says the goal for outbound or inbound is just to get an email, get
someone to agree to a time, get them in the calendar, and set the appointment, right? But I want to cause a bit of a
paradigm shift. The goal of an outbound message or attempt at booking someone is not to give their name on your calendar.
Okay? It's to actually help them through your services. And this might seem predictable, but
when people do outbound or set appointments, they simply just have the intention of getting a yes and a slot in
the calendar. And that might have been enough in 2010, but nowadays it just isn't quite that
simple. You have to use the tactics in this video and knowledge I have for you to
make them actually want to show up. Because I can tell you when you're sitting there cold calling and you book,
you know, five appointments and you're like, "Nice, I booked five appointments today. It was a great day, but all you
did was have the intention of trying to get an email and then, you know, a name and a time in the calendar and that's
literally all you focused on. I'm willing to bet that almost none none of those people will show up."
And I know that sounds insane because like how could so many people not show up? But nowadays instead of
just like pushing around cold callers or pushing around people that are trying to reach out and do outbound and you know
cursing them out and doing all this and expending all this energy, what most of them do is just mindlessly
say yes because it's so much easier to say yes than no. Think about it. If you were a
business owner, right? you got called by a cold caller and you just, you know, you're getting a call, they were trying
to ask you questions, you were just kind of mindlessly answering the questions because you wanted to just move on with
the call and you didn't want to, you know, rudely hang up. And then the guy's like, "Let's get you on an appointment.
Um, I'll schedule you in for tomorrow if that works and then what time works for you and what's your email?" And the
guy's like, "Oh, email is uh johnnycash [email protected]. Uh, 3 p.m. works." And then he's like,
"Okay, have a good day." Like that's all that happens. And usually the setter will go back in the, you know, the
recording and listen to the email to try to book them in, but it's like they just mindlessly said yes and gave
you an email not because they wanted to show up to the meeting, just because they wanted to get you off the phone.
you know, there's there's so many people reaching out to all these business owners nowadays and that's really just a
common way of rejecting you is actually by accepting you, which is super super interesting, right? That's something
that a lot of people don't really understand. So, in order to become the best setter, you must be comfortable
with the idea of taking on the identity of a great setter. Okay? Like I mentioned previously, appointments are
the fuel for your business, right? So, if you can become absolutely a like lethal as at setting up like super
super good, super good booking rate, super good show rate, you will scale so much faster than everyone around you.
Whether you're running paid ads, whether you're running inbound, whether you're whatever you're doing to get
appointments, like you will scale so much faster. And in the appointment booking module,
whether you decide to use the cold calling methods, the cold SMS, or really any other methods in a module, like it's
crucial that you understand that the people that skip directly to closing or outsourcing without spending significant
amounts of time, you know, setting appointments in the trenches, learning the ropes, those types of people that
don't do those things are typically much worse off. They end up worse at closing. They end up giving up sooner. their
agencies stop because like they aren't comfortable with continuously setting. Like the mental resilience that you
build from setting appointments constantly will train you to be comfortable with feeling through the
pain of growing a business because there's going to be a lot of things that challenge you, right? Let's say you have
a CSM leave you, you have you have your first ever churn, your first ever refund request, like there's a lot of painful
things that can happen, you know? And if you can just at least be comfortable with setting appointments,
then you'll find that like if you can do some painful things in your business, everything else will feel
a little bit easier, right? Because your pain tolerance changes.
So for a quick recap of last video, I'm not going to go too much into depth here, but so remember the three levels,
the surface level, the action level, and then the transformative level. You don't want to just stay in level
one. A lot of people have this misconception that if you build out any pain in the setting call whatsoever,
people aren't going to show. And it's just not true, right? Because we're increasing emotional buyin, like they
will show as long as we just don't piss them off, right? Or go way too unnecessarily deep. So, as a setter, to
be a good setter, to have good emotional momentum, you know, in the sales process, you want to go to level two.
The trap of a setter is staying in level one. So, if you can get to level two to that action level on setting calls,
there's so much more emotional buy and they actually care about the call. They actually want to show up. They're
incentivized to show up because they think it can actually change their lives. And that can only happen if you
get past that surface level. You know, I want to tell you that like if you guys can't get past the surface level on
setting calls, there's probably no way in hell you're going to get past the surface level on closing calls. And this
is why it's so important to become a good setter first. And remember the importance of truth and
presence. You know, on all calls, whether it's a sales call, a setting call, a phone call, whatever it is,
right? With these types of business owners, especially people that are more P and A type energy, you'll find that
like they sometimes conflate the truth. Sometimes they'll mistake things because they'll want to make them sound better
than they actually are. You know, they'll just kind of go through life without presence and they won't really
think about what they're saying. So, by having a solid sense of truth and presence, being able to push them maybe
a little bit just to make sure the truth is right, but not in a way that'll, you know,
push them off the call. But presence is really important. You know, you need to actually listen to what they're saying.
This is why using a script, I don't recommend. In the beginning, you have to start with some kind of script or
framework just to kind of get your bearings. But the natural stage of progression like I mentioned in the last
video should be you know going from a script to going to a framework and then going scriptless and frameworkless right
so I'm going to cover a few major sections in this video which will include you know theories topics
concepts examples fundamentals exciting stuff right and this video is made to be watched more than once once again so if
you combine constant practice watch this video multiple times you will improve exponentially as a setter
Mindset/Identity who you are on the call. So before we cover the actual identity and mindset of
who you need to be on the call to be successful, I want you to understand the following. Who you are off the call is
who you are on the call. Let me repeat that. Who you are off the call is who you are on the call. This is
the same thing with sales, the same thing with setting. It's like if you want to be a good setter or a good
closer or a good, you know, sales representative in any form, you have to be better off the call.
Do you really think that I like to use this example, do you really think that someone that's sitting in their parents'
basement with boxes of pizza everywhere and like greasy laundry all over the floor that's like it's like
everything's all oily and gross? It's like do you think that those people are going to be good at closing or good at
setting? Obviously not because who you are off the call is who you are on the call, right? So you have to be if you
want to be tactical, if you want to be um you know almost pushy but not you if you want to be truthful like you have to
do these things off the call as well because they really show up on the call as well.
So every you know internal belief you have and every narrative, every idea, every intention, they will transmit to
the prospect through your voice, tone, posture, yes, even over the phone. And this will ultimately shape your presence
and your results as well. So if you want to be a great setter instinctually, just remember you must be
able to adapt the identity of a great setter outside of work as well. All of these concepts, ideas
we're going to cover in this video. Basically, they all apply to setting in general, right? So whether it's cold
calling, whether it's, you know, cold SMS calling, whether it's even DM setting, whether it's, you know,
confirmation calls for paid ads, like literally everything, right? It applies to virtually everything.
But this video is catered more directly to like towards business owners. Um, and those people are typically more
P and A type energy. So, we should have covered pace in the last video. So, you can see the four different types of
energy. If they are like an, you know, an S or E, the setting, you know, it'll be a little bit more different. Now, I
want you to keep in mind though that like all of this is, you know, applicable to all setting, right?
But setting to like, you know, a more P or an A type energy is way different than setting to like an S and E, right?
S and E usually just want to be heard. They want to they want emotional validation. They want, you know, and
then P and A is usually just like practicality. They want numbers. They want, you know, results. They want
systems. They want operations. like it's it's very it's a very different vibe, right? But you won't really get business
owners that are surn like it's very very it's very rare. Um they are there, right? I've had
multiple before in the you know in the past. Um but still the stuff that I'm teaching
you in today's video isn't just only PNA, right? This applies to all setting, all calls, all everything. And I
guarantee you if you even take these methods and try them on an SNE, it'll it'll probably work. You know, they're
they're very very good. So, first identity of a setter. So, as a worldclass setter, you don't read a
script. Sorry to break it to you. You just don't. And you also don't just set appointments.
Again, sorry to break it to you. You are literally the first experience that someone has with your brand and your
company in general, right? So, as a great setter, you will sort leads. You will focus on leads that could be a good
fit. You will pursue the leads that might be a good fit. And you don't beg for calendar slots. You award them,
right? And your state, how you show up to the call based on the four types of communication calibrates how or even if
the prospect shows up to the sales call in the first place, right? So, how you're acting, your tone, your
intention, how you see yourself, and what you actually say, right? like these are what determines whether a prospect
shows to the sales call. Okay? It's not the reminders, it's not the automations, it's not the, you know, part of it might
be the obvious though. That's that's a good point. That's very important to me. But
a setting call, even if it is cold, it really should feel like a warm hug. You know, it should feel like a graduation
to the next call. The prospect should feel as if they are being awarded the opportunity to hop on the next call or
get to the next step. You must make a conscious shift. You must constantly tell yourself that you take set calls
frequently and you set appointments great and you're the best there is at setting. You must constantly tell
yourself that every single day. And remember that because again if you see yourself as someone that's bad on set
calls, if someone that you know you see yourself as an accent that can't be you know trusted, if you see yourself as
you know you know not that great of a setter just in general like that will show up on your setting call like a lot,
right? So it's very very important that you make the conscious shift and constantly tell yourself the opposite,
right? Who you are off the call is who you are on the call. But if you can continuously
tell yourself that this will happen, right? If you remember this from the mindset module, which you should if you
haven't seen those videos, if you haven't seen Agency ascension either, go back and watch them now. Okay? But
this will happen. A little feedback loop will happen if you constantly tell yourself because you're changing your
thoughts and your belief. Your thought is that like, oh, I'm a good setter. I'm great at this. I do this often. And
you'll take massive action by doing so many setting calls, so many cold calls, whatever the, you know, whatever the
course may be with those beliefs and you'll get results. You'll get a ton of appointments. You'll be like, "Holy
that belief is valid." And, you know, just by experiencing that feedback of
taking more appointments and getting more shows and like increasing your show rate, you'll find that like this
flywheel just keeps going on and on and before you know it, you think you're the best setter in the world, right?
This is how this stuff works. It's super simple. Okay. Two, intentionality.
Intentionality is very important, right? Intention is quite literally everything, you know, with setting and closing
calls. Like you have to have a good intention because people can feel and sense your true intention through every
aspect of the call through all four types of communication. So, you have to have a clear intention before you book
anyone, before you even think about setting anyone, you need to set that clear intention in your head.
And if you have the false intention, right? Like if you just want like a yes or you just want, you know, a name in
the calendar or just a slot or just you just want their email, then they probably won't show. And it's the same
that like if you have the intention of just wanting their money on a sales call, you probably won't get it. you
probably never get it. It's all about intention. So on a setting call specifically, you have to have this
intention. Okay? I am simply going to determine whether the prospect needs my agency's help and if they have the
necessary time, budget, and resources to benefit from my services. I'm going to read this one more time. I am simply
going to determine whether the prospect needs my agency's help and if they have the necessary time, budget, and
resources to benefit from my services. This should be your intention on, you know, a setting call. If you can just,
you know, determine if they need your help and have that intention going into the
call, these people will show up to the call. your show rate will probably double because instead of going
from, oh, I just need a I need an email and I need, you know, a calendar slot on my calendar with his name, like to I'm
simply going to determine whether they need my help in the first place, you will see a massive jump in your show
rate. And it's weird how that stuff works, but just having that intention clear before is really, really
important. You know, if you constantly remind yourself of that intention and you even
like write this out, you know, I actually what I am going to do is put a pin up in the resources of
this quote right here. So, you can basically print this out and pin it up on your wall. The reason why I want you
to do this though and pin it up on your wall is because if you're constantly doing setting calls, which you should
be, you should be doing setting calls every single day to book appointments and you constantly look at, you know,
that paper while you're setting the calls, it's like that will seep into your calls and your shower will become
that much better. So, I'm going to go ahead and include this as a resource um down in the uh resources in the
description of this video. So, go ahead, print this pinup out that I have for you, and this should be very, very
helpful for you. You know, because if you can constantly remind yourself of that intention,
you will end up coming across the right way on the call. Your show rate will improve improve significantly. You'll
get more closed deals because people sense that intention. They can feel that intention through the call. You know,
have you ever really like if someone just wanted your money, like you wouldn't probably give it to them,
right? But if someone wanted to help you and you're like, "Oh yeah, I'll give you money." So,
it's because that if you haven't If you have true intentions, you know, instead of just wanting an email and get yes to
the booking, like you can truly inc improve your show, right? You can have, you know, way
better experiences on the call. You can have way more closed clients. And this is why outsourcing in the
beginning is so, you know, silly in my opinion like right away. It's because like you have to train all of these
things. You have to, you know, give your setter all of this information. And if they don't understand this, like even
just this little bit about intention here, they'll find that like maybe their show r's terrible or maybe their like
actual conversion rate from their calls is just actually terrible. And there's so many different metrics that go into
it. But what happens is because like you don't know this stuff, right? So you can't train your setter. And the only
way that this stuff, you know, just like internalizes in your head is by doing it through experience and repeated
exposure, right? That's all you can do. Number three, assuming the sale. So, if you can
internally operate on the belief and the assumption that like they are probably going to move forward with you and
unless like they're disqualified or anything like that, they will benefit massively from my services. I always
believe this, right? you know, every time I book a call, every time I do any setting calls whatsoever, it's like you
just need to think like if these guys, unless they're disqualified, unless they don't have like, you know, the time or
whatever, like they will benefit from my services. They will benefit massively from my services. And you must
internally operate on the belief and assume that like they will benefit massively from your services and also
that like they'll go with you, right? they'll move forward with you unless they're disqualified. Because a lot of
people get psyched out when they don't have a ton of, you know, fulfillment experience and a ton of testimonials and
get kind of entrapped in the belief that like they can't even help the business owner in the first place, right? If you
have that belief, if you have that thought, even first of all, delete that thought from your head every
time you think it, right? You need to be comfortable with just like like you should have this, you know, down from
the identity stuff, right, in the mindset module. But it's like if you have these thoughts, you have to just be
comfortable at just removing them instantly from your head and being like, "Okay, I can't even think that because
it's not it's not a, you know, it's not a thought. It's not a thought I want to think. It's not a thought that I have.
It's not a thought that's a part of me." And if you can get good at removing these thoughts, then you'll find it much
easier to do this. But like a lot of people get psyched out because they don't have this right. But when you have
this belief, no matter what you do, you won't succeed on setting or closing calls. You know, if you can't assume the
sale, if you assume that like you can't even help them in the first place, your intention will be wrong. The way you
come off across on calls will be wrong. Your closing calls will never close. Like because you can't even help them.
But like you need to you need to internally operate in the belief that you can because like you literally can
you know what I mean? Like you you're quite literally changing these people's lives by growing their business in such
a significant way. Now especially with the fulfillment that I have for you guys in this program.
So by underpinning this belief and assuming the sale, you shift from a lack of certainty to like what I like to say
assumptive certainty. So, you're basically assuming that they're going to close, assuming that they're going to
move forward unless something happens and they're disqualified, right? You kind of go from like a if we can be
successful together, right? Because like here's how this could show up on the call, right? If you assume that you
can't really help them, if you don't assume that they're going to move forward with you, if they're qualified,
then on the actual call, you'll say stuff like, "Yeah, if we could hop on a call, if you have time, if we can be
successful, if this actually works out, and you see how my language is verse, yeah, when we're successful, when we're
actually doing this, because we've been doing it for so long. um we'll hop on another call and go and go
through everything and I'll show you how everything works. Like there's just a difference there,
you know, a difference in confidence and you might not realize it when you're actually saying it. You know, you might
not realize this lack that you have, which is very very common, but they will. They will notice. They will notice
you being not very confident. they will notice you saying if oh yeah if we could be successful like if we can hop on a
call like there's no if it's when you know it's it's like it just has a weird way it's like how intention works
like if you have a bad intention like it just kind of naturally shows up in the wrong way on the call
and it's the same way with this and it's the same way with assuming the sale. is that you must always assume the
sale. You know, if you if you can assume the sale, you'll have way better frame control. You'll have a much pleasant
much more pleasant experience on the call in general. And the dynamic on the call will be less like you're reaching
out to me because you need me as a client, not because I need your services, right? Or a typical prospect
might say, you are reaching out to me because you need me as a client, not because I need your services. Like
they'll say some like that, right? But if you can assume the sale then you can kind of prevent this from
happening a little bit. So if you don't have proper frame control which is very very common for a lot [clears throat] of
people cold calling and doing you know setting you have to be seen as you I guess you want to be seen as a premium
service right if the prospect needs your services they see you as a premium service they're begging you to hop on a
call and that you don't need them as a client they are going to close because going with you like and this is all done
on the setting call which is super super interesting. You set that initial frame of how they view you and how they view
your brand, how they view your company, how they view your product. They'll see your service and product like a premium
service that they want to get, right? And they want to feel, you know, qualified to actually go through with
it. And this is what happens when you can properly set and have good frame control and assume the sale and do all
these things and have good intention. Like they'll see you as this premium service and they'll like honestly ask
you and beg you to get on a call. And if that's the case, if you can actually do that,
you know, obviously it helps having paid ads, having them, you know, them actually coming to you, but like if you
can actually do that, even just on a normal cold call or cold SMS call, your close rate, your show rate, everything
is going to be so high. This change of perception happens on the setting call because this is the first
touch point with the company. This is the first time you're interacting with them, right?
And you know this this also happens on the closing call. We'll cover more about frame control more in depth soon. Um,
but it's very important on the cynic call and assuming the sale can give you that perception that you're kind of like
picking or choosing clients instead of just begging for permission because every setter, you know, most bad setters
that I see even that work, you know, good companies, like they just kind of beg for permission,
you know, they beg for a calendar slot, they beg for an email, they beg for the chance to be heard. It's like obviously
you're not going to close someone and if you do it's going to be for like a free trial or some you know
some BS. But yeah, so that's assuming the sale. Number four, authority. Authority is very important on the
setting call because the moment you lose authority and lose frame, you just lose. You know, you got to have a strong
authority on setting call. And it's not about being loud and aggressive and being rude and being abrasive. That's
not what being authoritative means on setting calls. It means just being calm. It means being measured. It means being
commanding. It means knowing when to cut them off. Like you have the ability to interrupt. You can redirect their
tangents, you know, that don't have direction towards the sale. You can hold the frame. You can be the one asking the
questions. You know, this is what having authority looks like. If you find that like they're walking all over you, um
they're answering another call, they're asking you the questions, like you don't have frame, you don't have and you
lose. They probably won't ever agree to an appointment. If they do, they probably won't ever show. And if they
do, then they probably won't ever close. So that frame patrol is important. And having authority comes largely from
how you see yourself, right? And how you show up to the call. And this is why that identity stuff is so important on
the, you know, how you are off the calls, how you are on the call and stuff because on the last video we mentioned
the four different kinds of communication, right? Intention, how you see yourself, um, how you say what you
say, your tone, I guess, and then what you actually say. And what's interesting is that the most
important things out of all those first setting calls is how you see yourself and your tone.
And your intention is pretty important, but like what you actually say is probably the least important. And
people, you know, have this kind of misconstrued. They think, "Oh, what if I say the wrong thing? Oh, I don't want to
be too conversational because what if I, you know, say the wrong thing?" It's like, it doesn't matter about saying the
wrong thing. It's about like how you say it. It's about how you show up. It's about your intention. It's about how you
see yourself. And if you want to have proper fame frame control, proper authority, then
you have to see yourself as someone that's authoritative. You want to see yourself as, you know, this founder,
this business owner that has this amazing product that's gatekeeping it from, you know, the business owners and
they can, if they're qualified, they can maybe see what you offer. Like, if you can have that frame and view of
yourself, then it will be so much easier to have that much more authority on these calls.
Because if you show up with a good posture, you know, good environment, a good state, like you're in a good mental
state, it will show up so heavily on your calls. It will be a big big big difference.
Okay, that was authority. Number five, detachment. So, as we've mentioned so many times in the past modules in this
entire program, you have to be detached completely from outcomes. You have to remove projected importance and you have
to be really good at it. You know, you you can't you can't be attached to a yes or no. You have to be detached
emotionally from a yes and a no. All it is is words, right? It's like if you place too much projected importance on
someone saying no or just on a certain outcome in general, you will create excess potential. Your state will be
thrown out of whack. Your mood will be Your, you know, it'll affect other calls.
You know, if you place too much projection importance on like a certain outcome, you might get like a no, right,
on one setting call. And you know, it was a pretty brutal no. It was a hang up. It was a you, you know, hang
up. And the skill is doing 10 more calls after that and
being able to book them in and being positive, being happy and excited. Having that state management is key. We
talked a lot about state management in the last video and that's something that I learned very very you know well doing
door knocking. It's like when you're doing door-to-door sales for something as simple as like window cleaning, if
you can't handle your state, then all you might get shot [laughter] like you go to a door, right? And let's
say the door gets actually slammed on you, which happened to me hundreds of times. And what I would do is I wouldn't
be upset and be like, "Damn, that guy was a jackass. Oh my god, I ate him." No, I'd just laugh and
be like, "Wow, that's crazy." And then move on to the next one and be exact like positive, excited, happy, have a
good intention like that. I didn't realize it, but that was developing me, you know, into a better closer, better
setter by developing my skill of state management, you know, and you have to be able to
detach yourself from outcomes, from situations, otherwise they'll control you.
And how this actually like shows up in your numbers is that like if you can't have proper state management, then you
won't ever have consistent rates. People have such this like this limited viewpoint of how to get consistent
booking and closing rates. It's like you can't just use one script on everyone, expect it to work, and get a great
closing rate. That's just not how sales works. There's too many different kinds of people, too many different energy
types, too many different situations, too many different live like lives. Like these people are different. You can't
expect the same thing to work on every single one of them. And the key to having a consistent
booking rate, a consistent closing rate is all about having very, very good state management. You need to be
incredible at state management. And it's a skill. The best way to remove this attachment,
you know, and become detached is to kind of adopt the role of an observer. Think of
yourself as an observer. Just simply observing the situation. So, for example, when I was doing the door
knocking and I was getting the door slammed on me, I just kind of observed like, wow, I wonder how that
shows up in that guy's life. I wonder if the reason why he knocked the door or like slammed the door is because like he
slams the door on his own life, right? I wonder if he treats his children like I wonder like how his actual life
situation is given to the fact that he could slam a door on a kid for no reason. It's like you just kind of
observe the situation to be like, "Huh, I'm kind of curious about that." Right? I'm kind of just investigating how that
could actually look. You know, if you can adopt this role and be an observer, be like this curious investigator,
then you could find that like you will not be nearly as attached to the, you know, the outcome.
And it's kind of like when you're on a sales call, right, and you get this fat no, right? He thinks about it for like
a like 60 minutes. It's been a whole hour of just like thinking about it, hailing his objections, working hard
to push him, and at the end he's just like, "Eh, I'm good." And then hops off the call. It would be so easy as a sales
rep to just get angry, get pissed off, have that ruin the rest of your day. But
like you just need to observe and be like, "Okay, that's what happened. Okay, let's move on to the next one." And have
no emotional attachment to it. You have to be good at this because instead of sitting there and
praying and hoping for a for like a yes, which is what most people do, you kind of just like adopt a more curious
mindset kind of just like simply to learn, you know, you just want to learn more about their situation. Kind of
observe what happened in the call and all do this from an outside perspective. And if you can do that,
you will be detached the outcomes of these calls. Another recommendation I have for you is after every brutal
hangup or after you know I guess a virtual door slam before sessions of dialing as well I just recommend three
deep breaths just three times just reanchor your state back to the present moment and really
just positively impact how you show up to these calls. It's the same thing with, you know, actual sales and closing
calls. You know, having that ability to have those three deep breaths and just kind of re-anchor your state back to,
you know, a positive outlook and more of a observing point of view and perspective and and also utilizing those
three words that I had for you in last video as well, right? you you should have created a list and you should have
three words that when you say them that like they allow you to just kind of get into the flow, get into the state that
you need to be in for these calls, right? For the closing calls specifically. And you can use those
three words as well for setting calls to just re-anchor yourself and become more present in the moment and just kind of
get back to the state that you need to be in. Like I also mentioned in the previous video, state management is a
skill, right? You guys understand this. You will improve at it. will become better at managing your state, you know,
your current state. But in the beginning, it gets a lot of people, right? So,
number six, expectation setting. So, we just finished detachment. Let's go into expectation setting. So, on some
calls, I like to use this framework of like an ifhow call. Um, sometimes I do this to set expectations on some calls
if I if I think they they if I think that it'll work with them and I I feel as though they need that, you know, kind
of extra expectation setting. But you can only do this if they're reaching out to you,
you know, so like cold SMS doesn't work. You know, you can't do this in cold SMS. You don't
really ever want to set too much expectations on a setting call, okay?
You want to save that for a closing call. You know, setting calls are not that like you don't want to set frame or
like do this like yes, no, maybe like Like you can't do all this on a setting call. It's supposed to be a
casual conversation between you know some people. So I do however like to use the if f/how
call framework and I'll kind of explain that. So it's kind of saying like on the
setting call like if you say that you're starting if if you kind of feel that you might be starting to kind of lose some
frame then you would say yeah okay cool so by the way this is an if call okay this is just a you know a simple call
just to see if we are a good fit and if it seems like we are then I will transfer you to the how call okay so
I'll show you how this will actually look and be able to be implemented inside of your business,
right? And I do this pretty often. It It works pretty damn well, you know, for most prospects. It doesn't work for
everyone. And that's why, you know, one thing I'll mention is that like all the taxes I'm going to give you in today's
video, they depend on the prospect, right? It depends on the energy type. It depends on when you can actually where
you are in the conversation. And that's what's hard about teaching setting is that like
you have to do it through experience. I can't just like give you the one-stop shop for setting, but I can help you by
teaching you a bunch of tactics and helpful actionable steps, but the only way you'll actually get better and
notice them and actually utilize them is by doing more setting, right? Yeah, like I said, the if thing,
it kind of depends on the prospect. Number seven, challenging. Challenging is very very important in
sales. But given the methods I have for you to set appointments, whether that's cold calling, cold SMS, DM setting, or
whatever, like however you're setting, I actually wouldn't recommend challenging people on a setting call.
Very different than the closing call. You want to challenge them a lot, and I'll show you how, but
on a setting call, it'll just throw these guys off, you know?
It's way more effective to challenge prospects for like B2C setting and closing. So, business to customer
um and in closing calls for a business to business. But like I wouldn't recommend it for a B2B setting, okay?
Like it's just not worth it. The reason why is because like you don't have that much authority in these calls just in
the first place, right? It's always a battle to hold that authority and hold that frame. Um and that's good, but like
you don't have enough authority to actually challenge them because like oftentimes the business owner will see
or hear that you're younger, they'll assume that you have less experience. They'll act like you have less
experience. So, if you just challenge them like that, like you'll just get push back or even just get hung up on,
right? It's it's super simple. And to actually successfully challenge on these setting calls, it takes a
very very good setter. have to be very very experienced and because otherwise they're literally just
going to hang up, right? So you need to make sure that you're very very good. So I wouldn't necessarily recommend um
using the methods we have at least don't challenge them very much. Okay? It's not worth it. Number eight, dropping the
script. So, by the time you have watched this video five times and you have a pretty
solid understanding of a lot of the concepts I'm teaching you today, um, but more importantly, plenty of repetition,
right? You have lots of calls under your belt, you have lots of experience setting, you have to get rid of your
script, okay, and your framework. Like, the problem is with setters is that like
they'll give you emotional cues and you can't really dive into them unless you don't use a script. So, one of my
philosophies for this program in general is I'm very very antiscript when it comes to selling in general, right?
Whether it's setting, whether it's closing, I'm very very antiscript, okay? You should not be using a script.
But the thing is is that like like I said in the last video, to get to that point
where you can scriptless sell, whether it's a closing call or a setting call, you have to start with a script. You
have to start with some kind of script and then eventually move into a framework and then after you have that
framework move into scriptless selling. And the reason why is because they don't seem genuine.
Like especially on closing calls, like if you use a script and you have a serious conversation with someone,
it's like you will basically steer them away from booking a call. And if they do book a call, they definitely won't
show up, you know? And this is why you have to be very very careful. And if you do use a script, you have to
be extremely good at acting like it isn't one. You know, like I have the ability to use
a script. And you know, you guys won't notice like I'm reading a script, but it's very very hard to do that. And so
almost more times than not, I'd recommend just not using one at all. Right? And in sales, presence and truth
is quite literally everything, especially with the more P and A types. You know, you have to be comfortable
with not using exact wording and using exact stuff, but like you should either be using a framework or nothing at all.
And because you'll be on these calls with these guys and you'll find these cues
that they give you, these emotional cues and emotional triggers that you need to dive into and explore. Perhaps people
will reveal these things to you. But then like if you aren't present enough and you don't even, you know, realize
that they said what they said because your head's just stuck and buried in a script, you'll never see them. You'll
never actually get to the real reason why they're on the call. You'll never truly be able to understand them and
ultimately you probably won't close as many people. A lot of these business owners get a lot
of calls. You know, they get a lot of people trying to schedule them in for this that, you know, whatever it is
every single day. So, it's very t typical for the prospect to just mindlessly give you responses. You know,
like I said with the conscious shift and that paradigm shift is that like business owners are, you know,
mindlessly saying yes to get you off the call nowadays. And I want you to remember that like it's very important
to be able to catch this lack of presence, you know, because if you can have presence in the call, you can
prevent this. And I want to give you guys an example. So, let's say you give a business owner a call and say, "Hey,
is this John? It's Owen from Bridgeelink Media's team. Does that ring a bell?" And they might just say, "Yeah, yeah,
yeah." You know, they mindlessly might say that because like that they're just used to saying stuff like that, right?
But or just like the fact that it's easier to say yes than no, but they actually
don't, right? And so, but because most people are like mindlessly going through life,
um it's always good to double check and like slow down, either ask the question again or be like, "Okay, well, do you
know what the call's about?" And they'll be like, "Oh, no." And if it seems hesitant, you know, they
seem hesitant like to like with any answer, it's always good to just repeat the question. Let them realize what
you're actually asking in the first place. Because so many people in this world,
just move throughout their entire lives without presence. They're not present of the moment. They don't realize what's
actually happening. They just do it, you know. And a good, you know, skill to have in sales is to be able to break
through this is to be able to make sure that they can they real make sure that you can re make
the prospect realize what's actually happening and, you know, have presence and truth. It's
it's it's it's quite literally everything because like if the prospect doesn't have presence or is just like
kind of like BSing you. You're not really calling it out on like the closing call for example.
What'll happen is they'll be lying to you, you know, about like maybe their income, maybe how much jobs or leads.
And because like you failed to catch it because your head was in a script, you couldn't challenge them. You couldn't
actually bring truth to the call. then by the end of the call when you're supposed to get like an outcome on
whether or not they're going to, you know, move forward with you or not, they're just going to lie to you again
and you'll never see them again. It's like that's what will happen because like if you've done it once, like it's
super easy to lie and get off the call and that's what a lot of these guys are, you know, are doing. But if you can have
that solid source of presence and truth, then it won't happen to you. Once again, people mindlessly go through
life and don't even realize what's happening to them, right? So, you want to make it seem like you're going
through a list of questions. And it's very important that you make it seem like you're not going through a
list of questions, right? That's not what you're doing. And so, it's really important to drop the script, you know,
because if you're just going through a list of questions and they're kind of incentivized to lie to you and just get
you off the call, it's a waste of their time. That's why you have to have these setting calls be not like interviews,
but more like conversations. Next up, communication. So, how you interact on the call. Now, the first thing I want to
cover is tonality. And before I even dive into this, guys, like tonality is so important.
Tonality can be the difference between getting hung up on and getting said you and closing a deal.
And literally just tonality. Like that's just that's the only difference. And I remember that tonality doesn't come
from watching video like this. It comes from, you know, repeated experience and hard work and like taking what you've
actually seen and like applying it, right? So, and some people are better at tonality than other people, but
like hear the difference between this. I want to book an appointment and see if it's a good fit verse. Yeah, I just want
to book an appointment and see if it's a good fit. Like, bro, the difference between those two people and it doesn't
it doesn't like the first one sounds like there's no way anyone sounds like that ever, right? But you'd be surprised
because people do and they expect to get like a 5% ABR and a good show rate, but it's like
how the hell are you going to get a good show rate and a good appointment booking rate if you sound like that?
Versus the second one, which sounds confident and it sounds reasonable and it sounds matured and it sounds it's
it's everything, you know. Imagine if I went through all of these calls or I guess like all of these, you know,
program videos and I was like, "Yeah, so tonality is very important and um you'll really benefit from it versus tonality
is very important. You will benefit a lot. Like the difference between those is quite literally insane." And
that only comes from experience. Tonality is everything. I think tonality is the most important thing out of all
this this entire video. So you have to come off as curious. That has your tonality has to be curious and
because if you sound like an or you sound like you hate them or you have no inflections in your voice,
your booking rate will be so low, your show rate will be terrible, no one will show. Like and a good example I like to
use is a robot. Do you think that if you were a business owner getting called by a setter that
was trying to book you in for an appointment and he sounded like a robot? Like he was like, "Hey, is this John?
Hey, so we basically help roofers get more roof replacements on a pay results basis. Um, can I ask you some
questions?" Yeah. So, how's business going? How's business going for you right now?
Cool. How has that impacted everything else in the business? Are you getting started with Legen or
are you looking are you looking to get started with Legen or is this something that you've already been dabbling in?
Would you like to hop on an appointment where we can go over the next options? This is an if call. So basically to see
if we're a good fit, I'm going to transfer you over to the how call to see how this will actually implement your
business. Does that sound good? Bro, who the would show up to that? [laughter] I know I wouldn't. You just
can't sound like an and you can't not have inflections. You have to have inflection in your voice. You have
to change pitch. You have to know how to use your voice. And you have to be able to transmit the energy of a warm hug.
But keep in mind that like on this call, you're not pitching the service. If you just pitch the service, they'll probably
just hang up and say, "I'm not interested." All you're doing is pitching to hop on a second call. A lot
of people mistake these setting calls and be like, "Oh yeah, we bring, you know,
six to eight replacements on a on a pay results basis every single month and um we'll get you a ton of leads, ton of
appointments, all this good stuff." And most people would just say, "Oh, I'm not interested." And hang up. And the setter
will be like, "Why the is that happening?" But it's clear. It's because you're not
framing everything right. You're not you're not doing it right. you have to pitch a second call and be like, "Well,
it's super nice to meet you, Mr. Prospect. Yeah, I just kind of want to learn a little bit more in your business
on this quick little call that we're having right now." And just to see if it makes sense to maybe like hop on another
call where we actually like go through and take a deep dive into some things I can show you um what we actually do and
more specific, right? But on a high level overview, we help roofers, you know, bring more work in. But that's
super general. That can mean a hundred things. So the whole point of this call is just kind of see if it would make
sense to hop on another one, right? The difference between those is that one's pitching the service, the other is
pitching the second call. And in a setting call, if the goal obviously is to set the appointment, then you want to
be pitching to hop on a second call, okay? With the intention of trying to help them.
For example, by transmitting this energy of a warm hug. An example of this is like saying, "You're one of us. we
inviting you to the next step. That's how they want to that's how you want to make this be perceived by them, you
know, and if you can make it feel like they made it to the next step, then that's the key. You know, they answer
your questions, you're like, "Okay, so I think I can actually let you go into the next call with the uh founder
of the company." And the reason why I say that, John, is just because like it seems like you would be a good fit for
what we do, right? Not everyone does and that's the reason why I'm inviting you to this call with the founder. Okay? So
he can actually run you through the process and how it actually works. Does that sound good? You know, it's like
making them feel like they made it to the next step is very very important. Kind of general consensus to just kind
of help you improve is that when you tell the prospect something, make it more downward with your tone. Okay? So,
like let's say you're telling I don't know you have like
let's say you have a servant or a minion and you're like go bring me a cup of water
or I don't know you tell your servant to go bring you a cup of water and you say it more downward. You're not like can
you bring me a cup of water? Like you're not you're not using upward inflection there. Like you must be
downward because you're asking, you know, you're you're telling them something.
So when you tell the prospect something on a signing call, use that downwardness.
Be like, "So here's what we do. We will help roofers generate this work by using paid
ads." Like using that downward voice, not like Yeah. So, we help roofers with like paid
ads. Like you don't you don't sound curious about that. Like tone is very logical b like logical and experience
based. Like I feel like some people just don't have that well of a you know background and having good
tone. But if you're asking a question about something about like goals, but like you don't want to you don't want to
sound downward there and be like, "What are you doing to hit your goal?" or like, "What's your what's your goal for
2024?" Like you don't want to be like that. Like yeah, cool. So like what's your
goals for 2024? What are you guys looking to accomplish? Awesome. Yeah. Yeah. Yeah. For sure.
Yeah. Yeah. How is that like impacting everything? Is that good? which these might not be good, you know,
questions to ask or whatever, but like just in general, just giving you the example for tone reasons, you know, see
the difference in tonality between like how much money have you guys made in 2023?
How much money did you guys make in 2023? Like the difference between those two can be literally the difference in
your show rate. Like tonality is so important, you guys. And the only way you can get better on it is to
understand that you must do upward inflections for questions and curiosity, but more downward when you're actually
telling them something. And a good rule of thumb with this is just like come off as if you were talking to a normal
person. Like I'm assuming that you're probably not a dick and you're probably not like
a bad person. So like you can kind of just think of this like as a natural conversation with someone.
I think people sometimes have this connotation that a setting call must be this robotic salesoriented call where
everything's serious because it's about business. But when you're like that, your show rate is terrible. And the
reason is is because these business owners are so used to calls like this that they're almost all robotic and
everyone treats them as like quoteunquote business calls and being more formal. It's like don't do that. Be
natural. Crack jokes. Have a normal tone. Sound like a normal person that you know the business owner would
want to be friends with. And that is what gives you the good show. That's what gives you the good close rate. A
lot of people don't understand that. People kind of get this preconceived connotation about setting appointments,
right? They think everything must be robotic. Everything has to be quote unquote business professional. But this
is not even close to the truth. You can't be robotic. You have to be a normal person. And I I
kind of already went through some examples, but you just cannot be robotic robotic. You have to change your tone.
You have to have inflections in your voice. You can't do the whole call like this.
Otherwise, they're not going to book an appointment. Oh, how was 2024 for you? Cool. Cool. Yeah. Yeah. How was uh what
are you planning on? What what are your goals for this year got you? Do you think that you're
actually like in range of hitting those? What are you currently doing to get new work? How many leads did you get last
month versus like so how many leads did you guys get last month? How much money did you guys make last year? I'm just
kind of curious. What are you guys looking to get done this year?
And by having a tone like that, you're not going to get pushed around. You're just going to like make the
prospect enjoy the call and not make it feel like a interview. like you want to make it feel like a calm,
casual, nice conversation that's also, you know, truthful and present. Frames, labels, and mirrors. So, we covered
tonality. Next up is frames, labels, and mirrors. Now, these are like three little subconcepts that, you know,
you'll find yourself doing on calls. Frames is like taking something someone says and reframing it towards the sale
or the identity of the person who buys. So, let's say someone says, "Oh, I don't need more work. I don't need more work.
Most unskilled setters would be like oh great well sounds like you're doing well and I don't need to do much or actually
without tone they'll be like great great sounds like you are doing pretty well but like great setters will use frames
basically you take what they say right and then you reframe it towards the sale. So you would say something along
the lines of okay well it sounds to me that like you seem to achieve everything there is to achieve there right and it
might be time to move on to something greater. No it's basically just saying exactly what
they're saying in a different way and framing it towards you know a direction that would lead to the sale. And the
second thing so we covered frames. Now labeling is just labeling their identity. So it's usually done through
statements like oh sounds like or feels like and then usually a positive experience right so for example if you
believe that it takes an action taker to you know you know succeed um as a client for you then they might
say something like yeah I've been working every day since like like 6 a.m. I don't don't even see the family.
Obviously, you might want to dig in more about that, but you could say, you know, sounds like you're an action taker,
you know, and by doing this, by labeling them, they associate themselves more with the identity of the person that
will inevitably buy your product, right? The third thing is mirroring. Uh mirrors is they're just like it's a just a way
of saying what they said using upward inflection to get more information. So like for example like if they tell you
I'm drained or I'm suffering or like I'm about to go bankrupt you would just say drained
suffering bankrupt. And by doing this like this little just
one don't say the whole thing like you're going bankrupt because that'll sound defensive, right? That'll sound
like you're pushing them and um it'll be more like hostile, right? So like for example, let's say
they say I'm drained and you would say you're drained. Like see that sounds like you're attacking them. But if they
say I'm drained and you would say drained, then it just allows you to
get more information. and they'll explain more like they'll be like, "Yeah, yeah, well, it's just been really
hard recently." You know, they they'll explain things, right? This is just a way to get more information. So, that's
that. And just be curious. Don't be judgmental. It's very easy to come off as judgmental on these calls. So, it's
very important to be curious. Um, and if you can use these mirrors and stuff, you'll get more information on
their, you know, the current situation. And you'll you'll see this a few times on, you know, maybe like once or twice
every single setting call. and you'll find yourself using it quite frequently and you won't it won't just be like I'm
drained or um I'm suffering. It'll be like more casual stuff like yeah man I'm pretty tired like tired you know you
just kind of you you'll find yourself using it. So it's another thing nonopended questions. So basically avoid
questions that aim towards a yes or no answer. And the reason why is because these
don't really progress anywhere in the call. Like they don't do anything to the call. So, it doesn't progress the
conversation toward the sale. So, like you must ask open-ended questions. So, nonop non-open-ended questions are
questions that are essentially nonopen-ended, right? They have like literally a yes or no, a binary answer.
Like instead of asking is this is the business going well, they're going to say either yes or no.
And they're probably going to say yes verse asking how's the business going. They're not going to say yes. They're
going to say, "Oh, it's it's been going pretty well. We've, you know, we've seen an increase or whatever." Right? So, if
you can stick to asking open questions like, "What are you currently doing for a living? What has you looking into X?"
Or, "I an ideal world, what is your goal with X?" Like, by asking these non-opened questions, they leave it up
to the prospect to give them an actual response that's not, you know, just like a binary yes or no. and it'll actually
lead to, you know, the sale inevitably or like have a direction because like when you ask yes or no oriented
questions like it doesn't really go anywhere. Double commitment questions. These are
amazing. Like these are like candy or like crack to good setters. So it's a question that has two options and they
have they have to commit to a path, right? But both answers lead to you know the direction of the sale. So most
setters will open up their setting calls with a double commitment question. So let's say we're you know a real estate
offer and I like this example because when my sales you know my manager sales manager current sales manager is uh
mentioned this and he's like he's on a real estate offer for Justin Waller and it was very interesting because I was
like okay so how do you open up your calls? He's like hey it's Brandon from uh Justin Waller's team. Does that ring
any bells? Cool. Cool. Yeah. So, are you currently in real estate or are you just kind of
looking to get into it? So, see how the question has two different paths and you know the the prospect has to choose a
path and each one leads directly to the sale. So, that's very very smart. So, another one is like kind of have you
dipped your toes in lead generation or are you kind of just looking to get started?
Double commitment questions are great openers to setting calls, but be very careful if the setting call is cold
because like if you're if you cold call someone and you open the call and say, "Hey, is this John?" and you ask them,
"Have you dipped your toes in lead generation? Are you looking to get started?"
Like, you can't ask that. Like, it doesn't make any sense. It's like, "Are you looking to get started?" Like, they
don't know who the you are. They don't even know. they've never even heard of you. So, you can't ask them are
they looking to get started because they have no there's no affiliation to you and lead generation yet, you know,
because it's a cold call, right? You can um get away with it in cold SMS if you do it the right way. Just be very
cautious, you know? It it's you got to be careful. Usually this works better with like paid
ads or organic. Like if someone comes in on a paid ad and submits a form as a lead and you call them, you're like,
"Hey, it's Owen from Bridgeelike Media. Did you get a you filled out our ad? Does that ring any bells?" Awesome.
Yeah. Yeah. So, are you looking to kind of get into lead generation or are have you already like dipped your toes in it?
Like that makes complete sense, right? These are great openers to setting calls, but again, just be careful if
it's cold. Red flag recognition. There is a lot of red flags I have seen
over the years that indicate a problematic client or a bad sales call. So, I'm going to go ahead and go through
a list of a few red flags just for you to kind of be weary of and be cautious about. So, if you see one, don't
immediately just hang up and give up, right? Just be, you know, be careful. Keep
progressing towards the sale, but do it skeptically, right? because chances are if they're, you know, one of these red
flags, like they're not going to either be a good client or they're not going to you're not going to have a good sales
call with them. Um, but it's not binary. Like it's it depends. Red flags meaning I won't pay upfront no matter what. Or
just people that sound less competent, people who brag about money or ask about prices a lot, people that are absolutely
broke and it's apparent online marketing doesn't work. Like there's a lot of red flags. These are kind of like the main
ones that I've noticed on setting calls. If someone has one of these red flags and they're saying, "Oh, no. I'm not
paying a friend no matter what. You can't. There's nothing you could do." It's like, okay, don't even bother
booking them in. Honestly, it's probably just going to be a waste of your time. But if you do go forward with the
process, do it very, very skeptically, right? Same thing with all the other red flags. Pattern breaking. Pattern
breaking is very, very important. This is this is very important on setting calls, especially cold calling and cold
SMS calling. As agency owners, we got we have to keep in mind that ev literally everyone is calling these
business owners. Everyone and their mom, you know, they're getting five to 10 of these calls every single day. And that's
not a bad thing, right? That's okay. That's actually honestly a good thing because like it's super easy to stand
out. So the intro of the call is very very important, right? It's one of the most important parts of the whole call.
The first like the first usually like five or so seconds is usually where most people
will hang up. So, first of all, you need to properly be able to open up the call.
And I'll teach you properly like how you should open a call just like realistically. But a great thing to
remember is just break the pattern. You know, you can break the pattern with humor, with being unique, with just
acting different. Like anything you can do to break the typical pattern that they're so used to seeing is always
going to help you get, you know, closer closer to the sale. And if you're able to have humor and like get these guys
laughing, like they will join a meeting with you because they like you. You know, if you're a, you know, stagnant
robot that doesn't change and just like, "Oh yeah, we can get you appointments." Like, they're just going
to be bored out of their mind. They can't even sit on a call with you for more than five minutes. You think
they're going to sit on a call with you for 50? So, be very, very good and work on
toward like work towards breaking the pattern. Humor.
Humor is a great way of breaking the pattern. You know, building rapport, building trust, etc. If you can get
these guys laughing, it really, really helps. And most people will, you know, once again, treat these calls as robotic
as possible. And so, if you can be a human, crack a joke here and there, it'll help a lot. Now, I can't really
come up with examples off the top of my head for this because like it's really really natural and depends on the actual
like call and the flow of the call and you kind it kind of just comes to you in the call. But one thing I will say is
just don't have like a restriction for humor. Like it's fine. You could say it, right? You can be funny. You can you can
crack a joke here and there. A good example is like if they give you the objection of like, why are you different
than all the other people that call me today? You can just be like, you honestly like I ask myself that question
every single day about why I'm different and why I'm so good at what I do. And honestly, I can never seem to find the
answer. Like just doesn't seem to come to me. like by just cracking like a little joke here and there by making it
more fun for them like they will be much more incentivized to book right so humor is really really important.
Finally conversation so what you actually do on the call right we've talked about how you should be on the
call like your identity and your mindset towards the call and then how you should you know act on the call but here's what
you should actually do on the call. One thing I want to quickly mention is pain. Pain is very important in sales.
It is quite literally what drives the sale on the closing call. But on setting calls, we don't want too much pain. You
do want to build some pain, right? And you will do so if you enter level two, the action level, right? We have the
surface action and transformative level. If you act if you enter level two, you'll build some pain, right? Just a
little bit. But keep in mind that like these are typically PNA energy dominated individuals, right? They are practical.
They're action-based. And because they are business owners, they are going to be more difficult. They're going to be
less receptive to building pain on these calls. So instead of driving straight into the pain of not being able to see
their kids at night or like you know all these things and deep and meaningful talks, it's like it's better to just
talk about numbers and goals because if you can dive specifically into the numbers and the truth behind the
numbers, it will be more than enough pain. Because what's interesting, like a great
example I like to think about is on closing calls when you ask someone's like how many leads they generate last
month or how many leads they usually generate. Usually they'll say, "Oh, I don't know 10 to 20." And then you find
out that last month was 10, the month before that was eight and the month before that was six. There's been no 20.
It's it's 10 to 20. So if you can be apparent, be truthful and figure that out and just be like, "Okay, so usually
it's more like four to 10." Okay, gotcha. Because if you can just make the truth
apparent to them in the numbers, that is, trust me, that's more than enough pain to get, you know, a solid emotional
buy in. If you go deep on setting calls, it's usually a good idea because of the
emotional momentum towards the sale, but for business owners, I don't think it's the best idea. You don't want to go too
into depth here. You just want to make sure that you know the numbers are clear, the numbers are truthful, and you
kind of everything's understood to them. So like it's painful, right? Like the numbers are often times painful. So
because the problem is that most will get annoyed, most will get defensive, most will hang up, and the call will
typically end pretty bad. So for PNA energy types at least, don't go too into depth. Just go into depth about the
numbers and goals. Number two, why now? So, we covered pain. Now, why now? So, figuring out why they're on the call now
specifically will and can increase urgency, build commitment. A lot of good things come from figuring out like why
they're on the call now. So, but like you got to be careful about this, especially like if it's a cold
call, you can't be asking why did you decide that you, you know, now is the time that you wanted to change. Like you
you can't say that in a cold call because like you called them, you know, that makes quite literally no sense
because like they're just kind of like hearing you out, just kind of like letting you reach out to them and they
didn't actually make like a conscious decision to call you and try to, you know, figure and like if they looked up,
you know, lead generation online, saw your number, and then gave you a call, then it makes sense to ask why did you
decide that now was the time you wanted to reach out and give like and change. But if you're doing a cold call, that
makes no sense, right? So just be careful about that. And so asking like any why now related questions, just
kind of figuring out why they're on the call now. Do this when leads are coming in organically or via paid ads. Do not
do this with cold outbound of any kind. Do not do this with DMs, cold SMS, nothing. Just only do it with organic
and paid ads, you know, because if someone calls you, if someone fills out your form and paid ad and a paid ad and
shows interest, you can call them be like, "Okay, so why now?" Like, "Why have you decided to just fill out one of
these ads?" Now, I'm sure you've been seeing these for months. Like, why now? Specifically, what's changed?
That makes sense. Qualification SL reverse qualification. So, qualification is very, very
important on setting calls. This will determine who you book and who you don't, right? So, this will look at, you
know, a lot of stuff that's all dependent on your niche. But a good rule of thumb is usually like income, time,
job capacity. So, for example, like roofing, like I don't take clients making less than 5
thou 500k a year. I just don't, you know, that's a qualification that I have. And another thing is like if
they're retiring like this year or like they just don't have any time whatsoever, then I wouldn't even bother
scheduling a time in, right? Because like one is that people should always be able to make time, right? So, they say
they don't have time like okay because you're just not willing to make it. But if they're also like retiring or, you
know, selling their business or stepping away from it, it's like it's not their focus, not their priority. It
doesn't really make sense to get them on a call and set them and close them and do all this and that, right?
I also don't take roofers that don't have enough subcontractors to actually handle the jobs or enough sales guys to
go to the appointments I bring them. It's important that like you filter through these leads. Don't just sign and
close everyone that comes to you. You have to be more selective. It's very very important. Otherwise, you'll have
really bad churn. You'll have clients that are nagging on you every single day. And if you want to have a
successful business over a long period of time, you need to get clients that are good, right? And the best way to do
that is by being strict on qualifications. So, you have to figure out these
qualifications. Keep them in mind when you do your setting calls. Um, you or someone from your team will always need
to qualify prospects before sales calls. So just like make a doc or make a SOP your you know keep these qualifications
very very um very specific and keep them in your keep them in your mind just when you go to
set right the other thing reverse qualification so we covered qualification now reverse
qualification is a term that I coined that basically means tactical skepticism so it's like intentional skepticism
And it's like kind of acting like people aren't qualified which makes them want to book in more. So for example, you'd
say, I mean, are you sure you would even have the time to do something like this? Like do you even want to grow the
business in the first place? Like because we only want to work with growthminded individuals. So like I
don't know if we can even help you in the first place. And you might think that you'll get hung
up on by doing this, but and you know, honestly, like if you have a bad tone, you you probably will get hung up on,
but if you have a good tone and correct tone, like people will actually try to convince you why they're qualified, and
they'll try to convince you to go on a call with you and book a call in. And from there, it's so easy. It's
cake. Like, if you try this with a bad tone, it's like, do you even want to grow the business in the first place?
Like we literally only work with growthminded individuals and it doesn't sound like we can even help you. Like if
you have that tone on a call, bro, dude, they're going to hang up. They're going to block you. They're
going to they're going to hate you versus I mean I just I don't know. Do you do are you like looking to grow the
business in the first place? Like the only reason I say that is because we only work with growthminded people. I'm
not saying you're not growthminded. I just want to I just want to make sure we can know if we can even help you in the
first place because I right now I don't know if we can even help you, right? Like that's such a better tone. It all
comes down to tone. And the reason why this works so well, this whole idea of reverse
qualification, is because these guys are so used to having all this authority. You know, they're so used to pushing
these little kids calling them around. But when you break that pattern, when you almost disqualify them before they
disqualify you, they realize that you're you're different. This isn't the same. And that will entice them to want to hop
on a call. So if you haven't mastered your tone or they are easily agitated, they might say
off and hang up. But honestly, who cares? Doesn't matter. Notes. So whether you yourself is taking the
sales call, whether you're closing or whether you're just like handing it off to a closer, it's crucial that you take
notes for each one of these setting calls. And the reason why I say like handing, you know, setting calls off to
a closer is because
oftent times when you're running paid ads, right, or when you just start to run paid ads and you actually have a
closer, you usually want to still do those set calls yourself.
And those set calls from paid ads would be like confirmation type calls. So that's why I kind of mean that there. Um
or like let's say you just like want to be a setter for a company or whatever like whatever you end up doing, right?
It's just very important that you take notes. So notes about their income, their goals, their current situation,
what type of energy they seem to have on the call, just the background information, etc. Just general stuff
about them that you think that the closer would benefit from knowing. Thankfully, go highle notes are super
easy to use, right? So when you go to call the prospect right when the meeting starts, you'll open up go high level and
that's just going to be a natural flow, right? Because you're going to call them and the notes will be right in the
contact. So that's why I recommend taking notes on go high level. You can just take notes for every, you know,
setting call. So it's super simple, right? Taking notes. It's it's important. I would do that for every
single setting call. Um as well as even if you're taking the closing calls, which is probably most the case of you
like most of you in the beginning, right? when you're just like you're setting the calls, you're booking the
appointments, you're closing them, take the notes in the go high level. Don't do it on like a whiteboard like what I used
to do. Um, and the reason why is because like yeah, you just take notes, you put it in the go high level context, then
when you have it, you have it ready for you, you know, readily available for you during the closing call. The reason why
this is like helpful is because when you can get some of that surface level BS out of the way, like the data
collection, you know, like how much they're currently making, how many jobs they're doing, all that good stuff. When
you can get that information out of the way, then on the closing call, you have more time to go into more deep
right? Have time to build more pain and go deeper into the process and level up, right? Going like literally leveling up,
going from the surface level to the action level. And you know, because all of that information is data collection,
right? It's all on the surface level. And if you can have that information already readily to, you know, available
to you in your notes, and it gives you that much more time and a chance to, you know, dig deeper and go into like
hopefully the transformative level where you need to be. on the identity level to get them to buy, right? Which we'll
cover more, you know, later in these videos. But booking tie-down. So, at the end of the call, there's a few different
ways you can do this. And if you want to maximize the chance that they show and inevitably become a client, then you
have to be comfortable tying down the booking. So what I mean by that is usually you
keep them on the phone, you know, for another 3 to five minutes and proceed to book them while still on the phone. So
this is really really important. Usually the biggest reason why people's show rate is so bad is because they don't do
this. I mean obviously it's the the ability of the setter, but like this this comes with the ability of the
setter. Like if you're a good setter, you're doing this, right? And so while you're still actually on the call with
them, you want to book them in on the phone. So like let's say they agree to a meeting and they think it actually makes
sense for their business and you think you can actually help them. Then you get their email, you book them in and most
people hang up the call there and be like, "Okay, cool. I'll see you then." But the problem is is that like they
don't get an email, they don't get a notification until like a few minutes later. They don't even really recognize.
Maybe the email goes to spam. Maybe they don't see the invitation. Like there's so many things that could happen when
you're not talking to them. So, while you're still on the phone with them, be like, "Cool. You got like maybe like
three to five more minutes real or like you got you got like two to three more minutes real quick. I just want to book
you in. Make sure you actually get the email so you know where to join so we can actually help you or at least see if
this would be a good fit." Right? And then while you're still on the phone with them, you would basically, you
know, make sure you get the email clear, actually book them in and go high level while you're still talking to them,
right? You're still talking to them at this moment. And then you can ask them, be like, "Cool. Did you get that email?
Did you get that confirmation? Yes. Sweet. Go ahead and press yes to it. And then you can either ask them to reply to
the email, reply to the text message just to get some kind of form of commitment on there. And it's always a
good idea. This is very important, right? Because like they need to show some form of
commitment that they're going to show and this also helps them, you know, get the VSSL if that's, you know, what
you're sending to them. But also get them to reply yes to confirm the email. And maybe not reply yes, I mean like
press yes the button. Like there's, you know, an option when you send an invitation or an event via Google
calendar, like there's like a yes or no. And make sure they press yes. And um also if you have an SMS that's like
reply yes, otherwise your booking will be cancelled. Like if you have that automation set up, which I don't have it
in my base snapshot, but you can always add it, um then you want to get them to reply to the SMS while still on the
call. I did that as well for a lot of my sets and it helped a lot, especially my show rate. So,
um another thing about this though, if they're driving, don't ask them to reply to the text or reply to the email or
confirm the call. Um, just say something along the lines of, "Cool. Okay, well, I just sent out the invite, so I don't
want to pull, you know, pull up your email and cause a disaster. So, just make sure that you get to it right as
soon as you can, you know, you're pulled over or like, you know, you're parked, you're back at home, back on the job
site, whatever it is, just check your phone, check your email, and you should see it, you know, like confirmation
email. Just press yes to confirm. Otherwise, it's going to get cancelled." And that's not something that's like an
optional thing. It's just like it's mandatory, right? So, and then just follow up with them an
hour later if they haven't done so yet. Just give them another call or a text to make sure they confirm. And
additionally, you can even add them, you know, have them add your contact. Additionally, you can even have them add
your number, your go high level number as a contact in their phone. So, this is like a something that's like a little
bit more niche and not a lot of people know this or do it, but on that, you know, call right, you have, you know,
the booking, the booking gets sent to them. and they see you know SMS automation from go high level that's you
know confirmation about the call and you just ask and be like yeah if you want you can even add this as a contact and
then from there you can know how to reach me and you'll see where the reminders are coming from and you'll
know when to join where the booking link will be and then you can also send in the pre-all via cell an hour before the
meeting on there's a lot of good ways to go about doing this. The biggest reason why people don't show
up to calls is because the setter hangs up, you know, the call before they actually get an email or get anything,
you know, of, you know, substance and they just kind of give up because it's uncomfortable to stay in them, you know,
stay with them on the call for more than like a few minutes after they agree with you, right? It's like, it's very
important to be a good setter. You have to be well-rounded. You have to be good at pretty much everything. So, do this.
It's very important. Tie it on the booking and you'll see better results. It'll show them how to join the call,
how to contact you, pre- call VSL, everything. And another way you can verbally tie
down the booking, which I love to say, is my manager said he's going to beat my ass if someone doesn't show up. So, are
you 100% sure you can make it like just by saying something like this, first of all, you're using humor. Second
of all, you know, you're tying down the booking and your show rate will probably go up exponentially. So, it's like it's
very very good to say stuff like this. Booking tied downs are very important. You cannot be a good setter without
tying down the booking in some way. Getting them to confirm, you know, actually verbally tying it down or um,
you know, showing getting them to, you know, show some form of commitment at the end there. So, those are like the
three sections about how to act on the calls, what to actually do on the calls. Now, most of it's like philosophies and
ideas and like methods and, you know, things you should keep in mind. There is a framework I have for you for, you
know, just setting in general that's in the resource description. So, you can use that framework. Don't use it as a
script. Don't read off the questions because it's not even catered towards, you know, specifically an agency offer.
And the reason why I did that purposefully is because I want you to think for yourself. Either make your own
framework or just don't use one at all. Okay? But let's go into some objection handling because oftent times you're
going to get on calls with these people and they're going to be busy. They're going to not want to talk to you.
They're going to do pretty much anything they can think or do or say to get you off the phone. So objection handling is
very important in setting calls. And I just want to preface that objection handling and setting calls is very very
different than closing calls. Okay, this is going to be very very very different. Um, most of this is surface level,
right? Objection handling on sales calls and closing calls are always deeper. So, let's dive into um let's jump right into
objection handling here and go through it. Objections are extremely common on setting calls. I'm busy right now. I'm
with a client right now. I don't need more work. Give me a call back later. What makes you different? I don't have
time for an appointment, etc., etc., etc. And objections get, you know, like I said, much deeper on closing calls.
But for setting calls, it's usually just a few different things. It's usually like a lack of trust, illusion of the
ego, bad experience in the past, or they don't see the value, defensiveness, bad timing. It's usually just a few, you
know, a few core things. And there's a lot of reasons why someone would object to hop on a call with you or someone
from your team. There is a basic fundamental way to handle almost all objections on setting calls, but the way
you actually execute it depends a lot on your personality. It really depends. The way I'm going with these responses,
you know, to these objections that I'm going to show you are based off of my personality and these are things that I
would say. And as you become more of an experienced setter and you kind of know how to use the framework, it just
becomes kind of natural to handle them, you know, in on the spot when you're under pressure, like it just becomes
easier and you won't exactly like have the perfect exact responses ready to go all the time. You won't it's just that's
not how it works, right? But depends on your personality. And the fundamentals is for objection
handling on setting calls is it's all you do is you basically just do a basic flip and reframe it, right? So you
usually just acknowledge and appreciate what they said and then you usually like flip it around on them and then just
frame it in a way that's different. So here's some examples. I know it probably sounds confusing. Um, and I'm going to
cover about 20 or more common objections here that you will run into on these setting calls. So, I want to I want you
to try to handle them before I actually show you the response. So, how you can go through this section is just by
pausing when every new objection comes up and just figuring out and just actually say to yourself how you would
handle it. Let's say a prospect was saying it to you right now and just like say how you would handle it, right? So,
let's do this. And like I said, I want you to re re-watch this video like three to five times in the future just so you
can like see your improvement, practice these objections, practice setting in general, and start to notice some of
these patterns on the calls, right? Along with practice, I'm busy right now. So, right now, go
ahead and p pause the video and just kind of ask yourself, okay, how would I handle this objection of I'm busy right
now? Do this now. I'm busy right now. The reason for this objection is that it's a pattern brush
off, right? It's like an automatic response that people have to most calls. There's no urgency. They don't even know
what the call is about, but it's just like they're just like an it's basically like an automated pattern brush off that
they're just kind of used to doing because they get so many of these calls or they could actually be busy, right?
Which oftenimes isn't the case. A good response for this could be like, "Yeah, no, for sure. I mean, you got like five
minutes. If you don't have at least five minutes, then I honestly wouldn't even probably be able to help you in the
first place." Number two, I'm busy. Can you call me back in x amount of time? Pause now and
try to respond to this yourself. Do this now. I'm busy. Can you call me back in X
time? The reason is because they're just trying to get rid of you. They're either broke, they're low urgency, it's kind of
just like a polite deflection. And a good response for this is, I totally understand. Just to describe you who I
am and what I do and give them an elevator pitch and then go through and ask your first question immediately,
right? Don't wait for a response. Okay, that elevator pitch is a good thing to write down and have in the back pocket,
right? Like, okay, well, real quick, just describe who I am, what I do. My name's Owen Ren. I've been helping
roofing companies for like two years. I've got like 40 guys across the whole US and we're basically helping them get
more roof replacements on a paper close basis or however that looks, right? How long is this going to take? Pause now
and try to answer this yourself. Do this now. How long is this going to take? The
cause of the reason is because they're not interested. They don't see an outcome. There's a time scarcity. They
don't really want to be in the call with you whatsoever. A good response to that would be like, "Yeah, no. Yeah, it
should be like five, 10 minutes. I mean, do you have time for that or then you just immediately ask your first
question. Don't even wait for a response there." Right? I don't need more work right now. Go ahead and pause
and try to answer this yourself. Let's say the prospect just said, "I don't need more work right now." Act as if
they said that and how you would try to handle it to get them to book an appointment or at least keep the call
going. Do this now. So the cause of the reason is an illusion of the ego. So sometimes
can't handle it because like you know sometimes they actually can't handle more work. Um but the reason is is
because they're used to paying doing lowpaying shitty jobs. So there's always ways to handle this. And a way to a good
response is like if it's a cold call, just hang up. Um if it's not a cold call, be like, "Yeah, I understand. Just
curious like why did you take the why did you take the time to reach out to me or why did you take the time to respond
to me then?" Um, if it's like a cold ass mess or paid ads or all that good stuff, I already have a team for that. Pause.
Now, try to handle it. Do this now. The cause of the reason is they already have a marketing team of sorts, right?
And a good response is if it's a cold call, just hang up. If it's a warm lead, then ask why they said they wanted to
talk and dig a bit more on their team and the results with that team. Because chances are if they're reaching out to
you for, you know, lead genen services or they answered paid ads or they responded to the cold SMS message, if
you know doing getting more work, it's like chances are their team isn't doing too well. So all you want to do is dig
into that. Six. Nothing like this has ever really worked for me. Go ahead, try to answer
this now. Pause the video and see if you can do it yourself. Do this now. So the reason for this is that like
they've been burned before, right? So they need emotional validation and they don't have very much trust. So a good
response would be, "Yeah, totally. I get that." You know, a lot of services are pretty shitty, but like what made you
open up to reaching out about something like this, right? It's a simple just you noticed
it, you know, flipped it, reframed it. Like super simple.
Seven. Why should I listen to you over the 10 other people that called me today? Go ahead, pause it. Try to answer
this. Do this objection yourself. Do this. Now, the reason is that like they feel like
they're being sold to constantly, right? They feel like they're constantly getting these calls. They want truth.
They don't want tactics. They don't want the salesy tactics. They need trust. So, a good response would be like, "Yeah,
honestly, that's a question I pretty much ask myself every single day." And that's a great way to respond to
this. Number eight, just send me an email. Very common. Try to answer it now. Do
this now. The cause of the reason is that there's no urgency and there's no trust. So, a
response is like just give them a little bit of an intro on what you do and usually goes away. So if they say it
again, just be like, "Yeah, that's the point of the how call." Like, "I don't fully know whether or not I can even
help you in the first place." So we want to diagnose whether or not that's possible and how it would look since
everyone has unique needs, right? That's the point of the next call. That's the reason why I'm not going to send you an
email and the reason why I want to hop on a call. I want to figure out what you actually need. So it's like it kind of
makes sense to say, you know, so that's a decent response to this objection. Remember remember these are
like the ways that I would handle it with my personality. And just keep that in mind. Everyone's going to handle
these different, but most of them, you know, most of them have just like a simple
flip and a simple reframing. That's that's what most of them have. Number nine, give me a call back later. All
right, try to answer this now and uh think about how you would respond to this objection. Do this now.
The cause, the reason is that they're not engaged or present and they could actually be busy, right?
Um the response is like yeah totally I understand just to describe who I am and what I do and then go with the elevator
pitch and then ask the first question immediately right same as that other one super simple
number 10 I don't know who you are okay you'll get this a lot try to handle this objection do this now
the cause of the reason is that they're looking for familiarity right there's no trust there's no familiarity built they
don't know who you are and a great response for this is that's totally fair. Yeah, like I wouldn't expect you
to. I mean, my name is Owen Rensland. I like dogs and I work at Bridge Media. We focus on getting X result for Y person,
right? Super simple. 11. Facebook ads don't work. Let's say you dropped that you do Facebook ads at
some point in the pitch by accident in the uh in the setting call by accident or they or they know in the first place,
right? Somehow and they say Facebook ads don't work. So respond to this objection now. Pause the video, do this now.
So the reason is is because they've been burnt in the past and this is a belief that they have now to actually handle
this and respond to it be like, "Oh yeah, I get you 100%. when was the last time you saw a Facebook ad?
So, like, do you think that they work for anyone? And they will typically say it doesn't
work for roofing and then figure out why. And then usually you get to the irrational dumb reason. Yeah, it's it's
super super super easy to handle this, right? Number 12. What makes you different?
Go ahead, pause, handle this objection now. Act as if you were um handling in the setting call. Right? do this. Now,
the reason is that you triggered, you know, some curiosity, you know, but they're testing you, right? They're
testing your frame. They're testing to see if you can control the call. And but you've you good thing about this is that
you've like intrigued them a little bit, right? So, a good response is like, again, honestly, that's a question I ask
myself every single day. Like, you'll get them laughing, they'll be a little bit confused, and they'll be way more
curious and way more willing to hop on a call. It doesn't seem like they would be because there's not as much value, but
like not everything's about value. It's sometimes just about building enough rapport, right?
I don't have time for an appointment. So, go ahead and pause. Act as if they're asking you this question or
telling you this and you have to respond to it and hand the objection. Pause the video. Do this now.
So the cause for this is that like there's no perceived ROI. They have no they don't see any value in hopping on a
call, right? Like that literally it means nothing to them because people can always make time. The response would be
like got you. Yeah. Okay. Well, when's the next time you might have like I don't know 45 minutes. And if you don't
think this can help you, then I honestly don't want to waste time for both of us. Super simple. 14. just book me in.
Believe it or not, when you go through and pitch and cold call some people, like you'll have experiences where
people say, "Oh, just book just book me in. Don't just book me in. Just book me in. Just book me in." And believe it or
not, that's actually an objection. So, go ahead and pause and u act as if you had to handle this objection right
now and just like say it out loud what you would do, right? Do this now. But the reason why they say this is
because like it's just like a it's another brush off. Like they're just kind of saying this to get you off the
call right now, thinking that this is going to like satisfy your needs, but the problem is that they won't actually
show up, right? They're just trying to get you off the call. And it's usually an attempt to feel in control and hold
the frame on the call. So, a good response would be like, to be honest, I don't really know if we can even really
help you in the first place, and we don't take just anyone with a credit card and a pulse. So, I kind of want to
learn a little bit more about you first. Super good response. 15. I don't want to hear your script slash are you reading
off the script? You'll get this a lot, too. And this is actually it's more it's more uncommon, I'll say, but it's
definitely still prevalent. So, go ahead and try to handle this now. Pause the video and uh do it now.
So, the reason why this happened is because of a tone error, right? You sound robotic. you sound, you're not
doing enough inflections in your voice when you're being curious and it's just all over the place, right? And these
guys, all they want is authenticity, you know? And a good response for this would be like, "Look, I don't have a script,
but if you want me to, I can I can pull one out." And then ask your first question like normal. And this kind of
breaks the pattern. It kind of like releases a little bit of the tension, kind of, you know, uses a little bit of
humor as well. This is a good way to handle this. 16. Tell me the price first. You will get so many people
saying this. Tell me the price first before we go on a call, before we schedule something in. So many people.
So, pause the video now. Try to act as if you were handling this. And again, the reason why we're doing this is
because like if you watch this video three to five times and you do this every single time, by the end of
watching this video three to five times, you will be very, very good at handling these objections and you'll be much
better at setting. So, tell me the price first. Go ahead, pause. Do this now. The reason is that they just don't trust
you. They want to be defensive and they want to disqualify you before you can manage to qualify them. So, a response
is be like, "You know just as well as me. I won't drop that price on this call." But to be fair, I honestly don't
know if we can even help you because like unlike most agencies, we don't just take anyone with a pulse and a credit
card. So, and then ask your first question, which usually should be a double
commitment question now that you know what that is, right? Next one. Why are you asking me all
these questions? So, go ahead, pause the video now. Act as if you were trying to handle this objection and what you would
say, do this now. So, the cause of the reason is that you haven't earned the right to go deep yet.
So it feels invasive to them that you're asking these questions because there's no trust and there's no rapport. So a
good response would be like I mean why are you responding to all these questions right? So you could just like
break the, you know, break the pattern there by doing that and just saying, "Yeah, I just want to get the clearest
picture possible of your business. Just kind of see if I can even help you in the first place." Right? That's the
whole point. Or you can use the if call setting like expectation setting frame. Like there's definitely different ways
you can handle this. But um yeah, that's a good way to break the pattern and do it that way. 18. I'm driving. So go
ahead, try to pause the video, handle this yourself, and just see what kind of response you can come up with. do this.
Now, the cause for this is that like, well, obviously they're driving, right? And
this will make them have no urgency, no focus, high resistance. So, the best response you can do is like, yeah, no
problem. I mean, I don't want to distract you too much. So, do you feel like it's fine to have a conversation
down the road? And then go through with the first question. And if they say no, then just
figure out when to call them back, right? Figure out a next touch point, next TP, if you will.
Number 19, I've been burned before. So go ahead, pause the video, act as if you were replying to this and giving a good
response to get them, you know, to keep going through with the call or even book an appointment and they tell you, "I've
been burned before," right? So do this now. They have major trust issues, right? So
all they need is to listen. They need to be listened to. They need compassion about their situation. Need validation
even. And but be careful with validation because it can alleviate pain, right? And a good
response to that could be, "I'm so sorry to hear about that." Some agencies just don't seem to care about their clients
and just try to ring people out for cash. You know what I mean? Can you share like a little bit more about how
that like happened? A little bit more about that experience in general. 20. I'm with a client. So, let's say they're
with a client and you were handling this objection. Go ahead, pause the video, try to come up with a response that you
think would be fit for the situation. Pause and do this now. So the reason for this is well obviously
there's bad timing and they're they're probably totally disengaged in your conversation and the best thing is just
to set up the next touch point, right? So a good response would be like no worries, I'll call you back. This was a
bit of a test one just to see if you're kind of like still paying attention with this process because like if they're
actually with a client, you don't want to try to like handle that and get them on a call, right? So just kind of a
little bit of a test on your end. So hopefully you passed 21. I'm working slash I'm on the job site. So, go ahead,
pretend that they just asked this or said this to you and that you're trying to respond in a way that'll, you know,
keep the call going, even lead toward a a booked appointment. And go ahead, pause, come up with this response, and
do this now. So, usually it's bad timing. They're probably in a bad environment to talk.
So, again, the best thing you can do is probably just setting up another touch point. So, get a response. Yeah, I mean,
you got like five minutes. And if not, if they don't, then just set up another touch point. Super simple.
22. I'm getting a phone call. A lot of people will say they're getting a phone call and they're not actually getting a
phone call. This is very very common. So, go ahead and pause and pretend that they're they're saying they're getting a
phone call, but it's very apparent that they're not actually getting a phone call, right? Try to come up with a
response um that can, you know, either keep them on the keep them on the call with you or even lead towards a sale or
a booked appointment, right? So, do this now. Pause the video and uh yeah, do it now. So, most likely these are lies,
right? To get out of the conversation because like if they were actually getting a call that was important, they
would instantly hang up. So, you didn't hook them in enough or they're actually getting a call, then they're comparing
your call to the other call and the other one's more important. So, for this objection, I see the response. I'd say,
"Oh, look, that's perfect timing." That's what I would just say sarcastic like per that's perfect timing.
And then if and then if they say like, "Yeah, yeah, it's perfect timing. I'll I'll um" or whatever. Like if they just
keep talking to you, then chances are they're probably not actually getting a call. But if they say if you say like,
"Perfect timing," and then they just like actually hang up, then that's how you know they're actually getting a
call, right? Um this one's kind of a challenging one to handle. You know, it's kind of like
one of the only things that someone can say to just like actually get you off the call as soon as possible. So, that
was pretty much all of the objections that I wanted to show you guys. They're pretty much all the most common ones and
pretty solid responses for each one. The reason why this is in this video is not to like give you a resource to basically
help you handle any objection you want, you know, with just one little script that'll work for every prospect because
this won't work for every prospect. Everyone has different energy types. Everyone's different and you can't
expect these all these responses to work on everyone, right? That's the reason why I'm not including these objections
in a resource or anything. I'm solely having these in this video so you can use them to practice. And when you
rewatch this video and we go through this process and you pause for every objection and actually to try to come up
with a response, then hopefully the next time you watch this video, it'll be better than this time. Right? This is a
learning experience. This is a training program. I like to view this program as a training experience. you know to you
know train yourself for to be the best and to execute at the highest level possible right so let's go through
effortless execution finally before we wrap up this video so when we're actually executing these setting calls
right there's a few tips I have for you to just kind of overall increase your metrics and that's the whole point of
this section so if we were to diagnose where things could go wrong in this process from the beginning it all starts
with your phone number and your pickup rate because all these setting calls are calls right so if we want to optimize
the first metric which is pickup rate or PR which I know like I'm not sure you should understand most of these metrics
from agency ascension like I believe with the CEO dashboard and all that stuff like you should understand a lot
of metrics already um but if you don't just keep in mind that like you will understand these better off when you're
actually going through the appointment booking you know videos but to basically optimize PUR which is
pickup rate so the chance that someone picks up when you call them so let's say you call 100 people and three pickup
your pickup rate's 3% right That's terrible. Your pickup rate should be like 75%.
So use Wave or some other spam protection for your go highle numbers and then before purchasing a number you
can look up a spam checker and check the number beforehand. So if you look up on Google uh phone number spam checker then
you can paste your number in there and then see if the you know the number is like counts as spam beforehand because
go high level has to buy the numbers or obtain the numbers somehow, right? Um, and some of them they're not like fresh,
right? So, some of them have like, you know, there's some of them are more spam likely than others. So, you want to find
one that's low risk. This is the first thing you can do. The next thing is don't triple dial on your number. Always
double dial for setting. Always double dial, but don't triple dial. Don't, you know, call the same person three times
in a row because your number will be burned. It'll show up as spam likely. Um, another tip is to use an area code
that coincides with the area the prospect lives in because what's great about ATP is that it stays once you
complete it. So like you can just like buy as many phone numbers and they're all all of them are going to be ATP
compliant on that sub account. No, that does not mean you can like have limits. Limits go per sub account, not per phone
number. But you can simply just buy more numbers. So like on a lot of my sub
accounts I have like you know 30 to 40 numbers of like different states and um people and you can just like choose the
different area code based on the state right that you're outreaching for that day. So yeah like I said always double
dial use send blueue or some other app that integrates with go high level to send blue text messages instead of the
normal green go highle SMS messages. this like this solution right here using you know to get these blue messages it's
very very effective and a very very worthwhile once you can afford it but I believe it's around 500 a month or
something along those lines so just be cautious there and keep that in mind that like right now that isn't necessary
I scaled all the way up to 20k a month just all without even you know send or anything like that only the normal go
highle SMS but that will increase delivery rate response response rate, all metrics when
texting and sending reminders. So, keep that in mind. So, the next metric to focus on is your
ABR or booking rate, right? And to optimize your point booking rate, there's a few things you can do. The
biggest thing is probably watching this video multiple times and having rigorous practice outside of this video, your ABR
should increase a ton because you're becoming way better at setting, right? So, your point booking rate, the
chances that they, you know, you book them per dial. Like you do a 100 dials, you book one person, that's an ABR of
1%. But like honestly, it should be way higher. So like I said though, in addition to the info in this video,
speed to lead is very very important. So if there's a lead that shows interest, you need to contact with them them like
within three to five minutes. Okay? That will majorly improve your booking rate and your pickup rate as well.
And when you have leads that show interest, get used to contacting them eight times. Some something that's
interesting is that like Alexi says this a lot and the more touch points the better obviously, but the sweet spot for
contacting a lead to get them to be a paying customer is eight times. So on average, you need to contact a customer
eight times to get them to purchase from you. And I don't mean just like texting them eight times or calling them eight
times. I mean like, you know, you have an an initial cold SMS message. That's one. You have a a call with them and set
an appointment. That's two. You have a sales call, that's uh or even have like a like a confirmation call before the
call, that's three. You have text reminders before, that's four. You have actual sales call, that's five. Maybe
they actually want to go on another call with their business partner or something or, you know, that's six. And then they
text you a few times back and forth and they actually become a paying customer. The sweet spot is eight. I just want you
to keep that in mind. So, if you can also just manage to double dial these like leads that show interest for like
six to seven or eight days straight, it will give you the best odds of booking them. Um, and if someone shown interest
in like in the past, then be adamant about trying to get them to book in, right? It's better to just like use the
leads that you already have that have shown interest instead of just constantly getting new ones and new ones
and new ones, right? So, after booking rate, we have to focus on show up rate or s. This is pretty
much influenced mainly by your ability to set appointments. But there is some other things we can do to improve it.
So to optimize show up rate, first of all, become a better setter so they actually want to show up and talk to you
or your closer. And make sure the email and SMS automations you use to remind them doesn't spam them, doesn't blast
them constantly and deter them away. A lot of people will become annoyed by that and just decide to not show because
it's been, you know, pissing them off. lower the resistance to hop on the call. And to do that, you can use Google Meet.
So, also give them or tell them clear instructions about like how to actually join the meeting. But by using Google
Meet instead of Zoom, it's much easier to join, right? It's just one click of a button. So, but just make sure you have
an upgraded workspace in Google because like there is a 1 hour meeting limit time. And I believe there's the same
thing for Zoom. So, you need a you need an upgraded Zoom or Google Meet account, just like whatever one you use.
And make the meeting reminders as human as possible. So, like I have a really good one that like I'm like kind of
known for. Um, and 43 minutes before the call, I have an automation that says good to hop on a 43 minute question
mark. And if they show if they if they say yes to that, then like they hop they join. You know, that helps your show
rate so much because they don't think it's like a robot sending that message. They think it's you, right? Another
thing you can do to optimize show up rate is have a very solid pre-all via cell. You can set expectations. You can
show value. You can show social proof. You can eradicate almost all objections by just building a a ton of trust
in this video and that'll improve your show rate as well. Like think about this. If you have a pre-call VSSL,
there's publishings on it. There's like 20 testimonials. You actually go through each one and explain them. and they hop
on the call with you and they saw that pre- call VSSL at the end of the call. They're not going to ask for more
testimonials, they're just not because you already showed so many of them. You know what I
mean? Like, and they'll be much more interested to hop on the call with someone that's like actually serious,
right? So, that'll improve your show rate as well. It's very important. And if people are telling you that they
aren't going to show because the video, you know, wasn't something that they're looking for, that's how you know chances
are you probably need to rework your pre-call VSSL and make a new one. And when people and when booking people,
just please, you cannot book them out more than 24 to 48 hours in advance. Okay? You have to book them within the
next 24 to 48 hours if you want to maximize your show rate. Once again, when booking people, you cannot book
them more than 24 to 40 hours in advance. Book them within that time if you want to maximize show. People will
forget about this meeting. And the 40 hours seems to be the sweet spot. Like right after 40 hours, they seem to just
forget about it, right? So, make sure to book them in within the next day or two. So, under the resource section, I just
dropped a simple setting framework for you guys to use and kind of reference when learning how to set better. I don't
want to give you guys a specific setting script. I do have some for some of the appointment booking modules, but just
for you can so you can kind of practice setting and stuff. I have that framework down below. It's a, you know, it's a
general setting framework for pretty much all different offers and all different niches. Like it's and even
just not even SMMA in general, just like everything else. Um, it's it's a good framework to, you know, keep in mind,
look at kind of notice what's in there, you know, like double commitment questions and all the other stuff that
you learned in today's video. Here's an example of a set for cold SMS. I want to break down real quickly for you guys.
And I know we're almost we're probably approaching the twohour mark or whatever in this video. So, um it's almost done,
but here is an example for a cold SMS set that I want to show you guys. >> Hello.
>> Hey, is this uh Douglas? >> Bob. Yeah, Bobby with Gossip. This is Owen.
>> Yeah. Yeah. Yeah. It's nice to meet you. Um Owen, >> I caught the phone a while ago.
And um it was uh it was like a jingle jingle music. >> Oh, was it really?
>> Yeah. Um when when I answered the first time, it just uh had music, elevated music.
>> So, sorry. I called you I'm calling you right now through a platform and then sometimes has like a few bugs in that
and stuff, >> right? >> Um because obviously this is like an A8
not Murray, you know, one of those type of things. Mhm. >> Yeah, no problem.
>> Cool. So, you own a roofing company, correct? Or is it just a home improvement general?
>> Oh, man. I'm a commercial and residential general contractor. I can I can build a roof. I can install a roof.
I can build a high-rise. I can build a super dome. I can build a school.
>> What's crazy there is that like I didn't even know about double commitment questions when I did this set. And this
is like a guy that actually closed. And what's crazy is I did a double commitment question as my first
question. And I didn't even realize I did it. Are you a roofing? So you're like a roofing company owner or you're
just a general contractor. Like that's a double commitment question. They have to choose one path and both of them lead
towards a sale. Like gosh, it's so interesting to see these methods actually in action, especially when you
don't I didn't even realize that I used them. So let's keep going. >> Build a high-rise.
I can build a super dome. I can build a school. I can build a house. I can build a I can
build anything you want. >> Bob the Builder. >> Bob the Builder.
>> See, just like >> breaking the pattern quick question. >> Uhhuh.
>> Might have to ask you a couple quick questions here. >> Yeah, no problem.
>> Cool. So, how's uh business going for you guys right now? >> Wait, I'm sorry. Oh, you you went low on
me. Say that again. I'm going across the causeway right now. Say that one more time.
>> No worries. How's business going for you guys right now? >> We're I've got a lot of stuff that was
It's about to break. I have um my guys are busy right now. I don't know if you you watch Do you watch football?
>> Do I watch Do I What? >> Uh do you watch football? You get into football? Okay. You familiar with the
Honeybadger? No, I'm not. >> Honey Badger played for LSU and now he's
playing for the Saints. His name's Kyron Matthew. I'm actually doing work at his house over here in uh on the North
Shore. I've been I know him pretty well. I've been working with him for about six months now. That's coming to a temporary
hold or temporary end depending on what you want to call it. I've got a house million dollar house that's about to
break$undred projects that are about to break but slow and I try to my guys busy
>> all the time. Yeah. I I love to keep my guys employed and I'm about to come into a little bit of a slow period because I
have people putting on their brakes here and there, you know, even though permitting is my big thing. Sometimes it
takes six months to get something permitted because you're going through that, you know, that protocol. So,
absolutely, man. Look, we're we're always looking we're always looking for opportunity. For sure.
>> Yeah. So, if you're if you're 100% qualified and everything, um it sounds like I caught you at like the right
time. >> Oh, yeah. It it sounds like, man, look, Proverbs 16:9, man. Everything happens.
He He controls. He controls. Okay. Oh, yeah. So, what does that look like
in terms of jobs? Like how many roof Let's say let's let's just go roofing um there.
>> How many roofing replacements do you guys usually do on like a month-to-month basis?
>> I I may do I may do six to nine a year. It's nothing that we do a lot of because we
do so many things. We do new roofs. We do replacements. I've got guy I've got guys that that's that that's one of
their specialties, but I have cross trainined them to do other things because we try to stay we try to stay
busy. >> Yeah, totally. Because I'm going to be honest, like I can get you like six to
eight roof replacements a month >> and I just want to know handle that. >> Absolutely. We can handle that. There's
no doubt about that. my brother. I've got I've got 13 to 35 guys available to me. It just
depends. >> Okay. >> Depends on when I need them and what I
need them for. >> Good. Okay, cool. So, uh, so far you, uh, crushed my little interview there.
Um, I'm going to be honest though, I don't really work with everybody because I can't like otherwise I'd be competing
against myself. Where are you calling out of right now? I'm calling out out of the New Orleans area. I'm on the
Northshore. >> Reframing it. So calling me, right? He's coming towards me.
>> Louisiana. >> Yes. I'm sorry. Yes. Cington, uh, Mandeville, Madisonville, all of New
Orleans metropolitan area all the way to Baton Rouge. >> Gotcha. Awesome. Okay, cool. So, yeah, I
don't I don't have anyone in uh Louisiana at all, actually. Um, but the reason also why we work with one person
per area is just because like I need people that are ready to go. I want people that are action takers. Like I
want to make sure you're successful because that's the only way I am. You know what I mean?
>> Absolutely. >> Um, so and also I'm looking for people to work with for like a longer term
basis. But like so based on that conversation, you're I mean you seem qualified. You definitely are. You have
the backend to handle these jobs and whatnot. Um, and this kind of is a call to like see if you are qualified and
then if it's a good fit, which it sounds like you are, I would love to connect you over to our like how call type of
thing so I can show you how this would actually look inside of your business. Does that sound like a good plan to you?
>> That that sounds good. Let me let me ask you. Is this uh I've I've worked with Angie. I don't
know if this is Angie on painting >> and I've I had one guy that I I I handed
over the the painting section to these. Yeah, Angie's that didn't work for us.
>> We We should uh on that call I'd like to talk like five 10 minutes about just how terrible Angie is.
>> Oh yeah. I wouldn't mind doing that. >> It is really sad. I'm not going to lie. It's so easy to sell my stuff because
it's so much better than Angie >> and everyone's done Angie. >> Yes.
>> Okay, cool. So, what most like we can book that uh that little how call and just show you what I can actually do in
that screen share. When's the next time you're going to be able to be available like in front of a computer type thing?
>> Uh let's see. I'm heading to the Southshore. It probably won't be until tomorrow morning. I mean,
it'll be late tonight, but I've got >> I made the urgency so well and the framing and like
>> the confidence like it's so well. He wanted to like he wants to talk to me tonight.
>> Notice how he's asking me. He's asking me about >> you guys are central
>> central time. So, are you available at like um
I mean it's hard. I'm pretty booked up tomorrow morning. Maybe like tomorrow at like
noon. >> Let's see. Um morning go afternoon. Uh noon my time,
correct? >> Uh yes. >> Okay. Give me one second. Let me get my
book here. driving, but I'm I'm all right. >> Yes. Tomorrow at noon, I'm fine.
>> That works. >> Yep. >> Okay. Awesome. I'm gonna go ahead and
send you a quick invitation to that. What's a good email? Now I can shoot that over to
>> it's Bobby B O B Y D U G A S Muire M C G U I R E.com. >> Okay, awesome. And what's your full
name? Bobby who? >> Bobby Dugas. >> Okay.
>> I'm the general I'm the general contractor. The Maguire side came from my uh my exfather-in-law. the I've been
doing this 43 years. I'm a pretty young 62 year old. If people can't believe I'm 62. You go to my website. The picture I
have on there is from last year. I don't know if Well, I don't think you've been to my website because you I don't think
you >> I'll check it out. >> Yeah, it's it's on there about us or
about me or about whatever it is. my my son-in-law, one of my son-in-laws, uh, put it on there and I'm I'm supposed to
be putting content, but I put I put a good bit, put it this way, I get a lot of jobs off of my website because I'm
I'm I'm pretty deep in the restoration as well. And um, so it's a it's a really good quality website. But yeah, check
check out my picture. That was last year. I'm Sicilian, bro. Basically, he went on and kind of just kept talking
and I and I finished booking him and it was fine and I said, "I'll talk to you tomorrow." And I made sure that he got
the confirmation, but because he was driving, I don't believe I told him to like confirm or anything. And if you
want to check this out, remember, you can just open up this slideshow in the PDF form and just like, you know, open
it up in the keynote. But yeah, so that's a great example of a very, very good set, right? This was a cold SMS,
right? So all it was is just an you know I just gave him a call. I said hey this is or I gave him a text message a cold
SMS message like hey this is Owen I can bring you some roof replacements etc when you have a chance for a call. And
then I just gave him a call and that's how the call went. Okay. And actually that morning he closed for 4K. Right. So
the point is is that like all of these different methods like you saw hopefully by watching this video a few times
you'll get the ability to start seeing these things in the call. But what's great is that like I didn't even fully
know much about setting then. All I've just done is had so much experience setting at that point. Like I didn't
know any fundamentals or theories or anything that I taught you today in this video. But if I did, then it would
speedrun my progress. But what's crazy is that naturally just by learning how to set by doing it more, I was able to
apply a lot of those things that I mentioned to you guys in today's video without even knowing it. Right? That's
the power of practice and execution. So that's really, really important that I want you guys to keep in mind. But I
went ahead and also attached a folder of the re the resources section of more set calls so you guys can go in and kind of
check and see and you know listen to some more good examples of what set calls are. This isn't required anything
but it's definitely recommended. Um yeah, so that's some inspiration some model calls. So you should see that in
the description under this video. Another crucial thing if you want to execute setting calls properly you have
to be good at tracking. Okay, tracking is extremely important. The only way we can judge our metrics and figure out how
good we are and figure out how bad we are more importantly is by tracking them. So do not forget to track. And I
know that that sounds foreign to you and it should, but just in general tracking metrics is crucial for every outbound
method you do. Whether it's cold SMS, whether it's cold calling, whether it's cold DMs, because that's the only thing
that allows you to know what's going on, right? You got to track your pickup rate, your show up rate, your
appointment booking rate, all these things and measure them in accordance to a KPI or a key performance indicator,
right? A metric that determines whether or not like it's bad or good. You know, if you're booking appointments cold
calling and your ABR is 0.5% or even if it's 1%. So you book every one out of a 100 dials, then the KPI might be 5%. So
that's the goal. You want to get to 5%. 5% is the KPI. That's the goal. So that tells you that something in your process
is going wrong and that you need to figure out how to do it. And if you track pickup rate, if you track pitch
rate, resonation rate, all these little aspects of a cold call, you can actually just like figure out there may be like
maybe it's one or two things, but usually it's like usually just one thing that's out of whack. And then if you fix
that, your ABR goes up, right? So that's just kind of how that works. Hopefully you already understand that after agency
ascension. But do not forget to track. I'm not I don't have a setting, you know, tracking sheet in the description
of this video for you, but I do have them under the appointment booking modules and videos for them. So, make
sure to use those tracking systems. And if they the tracking sheets aren't directly in the descriptions, it should
be in the SOPs, right? So, do not forget to track. Be careful. So, I hope you guys enjoyed this video. This was a very
long one and a very, very informative one as well. If you watch this video like I said three to five times coupled
with practice practicing constant execution um ruthless growth and you just focus on learning and you know
acknowledging patterns and seeing things in calls like you will become a killer setter and you'll do amazing. So after
this video what I want you to do is do 30 mock setting calls with someone else from the program. So that'll allow you
to improve one thing at each time. And the way that that looks is simply just go on a call with someone else from the
program or me or Brandon or whoever and simply just do a mock setting call, right? Pretend that one's calling and
one's picking up the phone. Pretend that one's the business owner and one is, you know, the person in the niche. And then
you simply just and then pretend that one's the agency and the other's the business owner. And then simply just go
ahead and go through the process and act as if you were doing it right. Do that about 30 times. I want you to try to
improve one thing at each time and write it down in a piece of paper and then at the end of it, you'll see very very good
improvement. So in addition to that, I want you guys to continue or finish the book Neuroselling, which I should have
prescribed to you in the last video. So make sure to go through and continue or at least finish that. Um,
and yeah, so I hope you guys enjoyed this video. Um, remember to watch this video back three to five times to become
the best that you can at setting. It'll help so much and it only takes a few hours out of your day every day. And I
will speak to you guys in the next one. Thank you so much for watching and have a great rest of your day. Hey everyone,
it's Owen Rensland and welcome to sales operations. This video is going to go over sales pretty much in its entirety.
Everything that you need to know to actually handle and operate on these calls. And um it's going to be a longer
one today, but um everything in this video is extremely valuable and extremely important. And once you can
understand this and maybe watch this a few times, you should have no problem actually handling and taking these
calls. So obviously with practice as well, but here's what we're going to cover. Sales fundamentals recap, the
sales framework, crafting your scriptless framework, objection handling, execution, practice and
review, road map, and action items. So, we covered the fundamentals of sales. You know, how to become a great
setter. It's time to go over how to operationally take these calls. It's much more simple than you might
think. Sales fundamentals recap. So, first of all, there's no such thing
as a one-sizefits-all solution, right? Like, everyone sells different. Everyone has different selling styles. There's
really no oneizefits-all. What works for you might not work for someone else. What works for someone else might not
work for you. and um sell scriptless utilize presence to drive the transformation sales of the
transference of energy, identity, belief, and certainty. And then people buy with 80% emotion and 20% logic. So I
will say that like there is really no one way to sell. That's why I'm kind of making these videos in the way they are
because everyone has a different, you know, type of energy. Everyone has a different way of, you know, handling
these calls, different past experiences, different memories, different, you know, standpoints on things. And so it's like
there's no really one way or another to sell because everyone has different intangibles as
well. But I will say what you need to do basically is just like study the process,
practice it, and you'll find your selling style over time. If you use the stuff that I'm giving you
in these videos, you will close at a high percentage, right? But there will be a point where
you find that you kind of have a selling style, right? You do things a little bit differently. You kind of use your
intangibles in a certain way. And I can't teach you that, right? Because that comes with experience.
Why do people buy recap? People buy because of purpose. agitated current situation and awareness
of a better possibility. During discovery, we increase the gap and that's where the sale is made. Just
remember that your prospect's current situation and desired situation, you separate them on the call, right? And
you are supposed to bridge that gap. You, your service, and your offer. And that's pretty much the easiest way to
explain why people buy. Now, the four parts of communication. So, remember that words, what you say is literally 7%
of it. Like it literally does not matter really what you say to these guys. It's more about how you say it, what you want
for them, and who you believe you are in the first place. So tonality is 38%, intention 27.5%, self-image 27.5% as
well. So this is really important because a lot of people don't really think this is true, but just remember
that like if you need to practice something, practice how you say it. Don't practice what you say. You know,
the point of Mox and the point of all this practice and actually just execution and these calls is like you're
getting better and better and better, right, through reps. But
if you're simply just practicing a script or practicing what you say specifically,
it's not really going to do all of that, right? You need to focus on how you say it, what you want for them. Because like
if you if you guys actually want to help these people, if you actually have the intention that you want to help them and
change their lives through your service, then your tonality and like what you say will come across that way,
right? It's just a matter of intention. And it's the same way vice versa. If you, you know, if you just want their
money, if you just want, you know, them to be your client, like then chances are they probably won't because of like how
it shows up in your words, your tone, and um your presence on the call. So, it's
really important the three levels of conversation recap. So, obviously, we had service level one, which we will go
into a lot more depth today. Service level two, or I guess action level two, which is more like the why and like the
how and the what. um usually the explanation between usually the explanation behind things and then level
three transformational level. So this is where we go into like more of the identity level and we're kind of you
know expanding on you know the entire process and as well as the objections which we will cover today. Now these are
just a short list of some of the objections that you can run into. I will say these are all the things that you
want to handle during level three. that's why they're the same color. And that would be the goal because like
there's a few things that aren't on there. And um yeah, those are things that are probably
going to show up if you don't handle them. So, and then once again to the left there is a little list of
objections that are usually should be pre-andled in the um in level three. Now, we will cover these today and um
cover how to pre-handle them, but it's just important that you know that um you have to handle them in level three,
right? And all sales are made in level two or level three. There's no sales made in level one. Like, they have no
emotional buy and they really don't even care about the conversation. They honestly could, you know, jump off the
call and forget you ever existed. But once you get down and more into depth in that discovery process, you find that
like there's much more emotional momentum and buy in and they actually have pain and they, you know, they feel
it, right? So once again, surface level one consists of, you know, basic ask
questions just, you know, just collecting data basically. How many jobs did you do last month? How many leads
did you get this month? And the whole purpose of level one is just to give them surface level awareness of their
situation. Level two is all about specifics, right? So this is asking how and sometimes why.
And the purpose of level two is to give them emotional awareness of their situation. The whole point of this level
two and you know discovery is you want to basically hold up a mirror for them, right? And that can be painful. So how
is that going for you? How come? Right? you know, questions like this. And I will say
level two is also once we said last video is like this is where you want to be in setting as well. If you can, you
know, cause some pain, cause a little bit of emotional buy in on the um setting call, it'll actually help your
show rate. A lot of people say that if they have any pain whatsoever, they just won't show up to the call. That sounds
like it makes sense, but in actuality and when you actually care for someone and you have that intention, it shows
through the call, right? So, if you're asking, oh how is that how is that going for you? But I wouldn't I just
wouldn't be afraid of, you know, don't cause too much pain. Don't be don't do too much because they will literally
just hang up on you. But there's a sweet balance, right? Like if you be like don't get to level three on aesthetic
obviously, but transformational level three is about identity awareness. So the like the key word of this level is
the words I am, right? In level two, there's a lot of container words and you know a lot of words with meaning,
right? And level three is all about that identity level. So basically instead of just like holding up a mirror, right,
and letting them see through it and see how painful it is, you're kind of creating a mirror and showing it who
showing them who they need to be. And you're building emotional leverage by letting them see a truer version of
themselves. So you're basically showing them through that mirror that you created who they need to be in order to
hit their goals. And a great word for this exp like this section in discovery is basically
expansion because you're expanding on everything that they're talking about and everything they're saying and you're
really just digging deep deep deep into their identity and deep into how they see themselves. And yeah, once again,
like if you hear the prospect start saying like, I am I'm not the type I'm the person to do this. I'm not the type
of the person to do this, etc., you'll you'll know you're there, right? And what's great about this is that like
if their identity is in line with the outcome we want, then it's pretty much game over, right?
And I I'll give a good example here. When I was um on a sales call going in like I was the I was the prospect,
right? I had a I was getting sold a mentorship for an agency program and
throughout the call it was a pretty normal call. It wasn't, you know, he he script he sold scriptless like he was
really great at great at sales. And it got to a point towards the end where I was like, h
I'm not too sure if I actually want to go through with this. And he got pretty damn deep in the
discovery about my life. I I was playing into it because I wanted the outcome, right? Like these guys will play into
your process if you actually show you care. like I could tell he cared about my situation and he he actually felt
like he could help me. And because of that, it got so deep in the discovery and way into level three, he ended up
like saying, "Do you think the reason why you're not where you want to be is because you're
the type of person to usually say you'll think about it or usually say you'll do this or that or just something along
those lines." And he just really challenged my identity. He literally
he he basically made me see that I have to become and step into a new version of
myself in order to actually hit my goal. Otherwise, it's never going to happen.
And the only way that that happened is because he was really good at sales, got really deep in the discovery and got to
that level three point, right? And like what I mean by this is that his my
identity wasn't in line with the outcome that he wanted. But because he literally created a
mirror and showed me who I needed to become in order to actually hit the goals because he was transferring
basically his energy to me, then I was like, "Okay, I'm in." And I bought. And at this level, when you're
this deep in discovery, this is where you want to pre-handle all the objections, right? There's a lot of
different outcomes you'll get in the call on the calls like, "Oh, let me think about it. Let me talk to my wife.
Let me I don't even know. It's too expensive. Um, I want to see the contract." Like
all these BS things, right, that people say at the end of the call and um you're able to pre-handle them in this section,
in this level. But I will say the most important thing that you need to know about this whole
level, right? About these levels in general is that when you're in discovery, this is right before you
pitch, right? Because you're digging deep into their problems. You're creating that gap before you bridge
yourself to the offer between where they currently are and where they need to be. And you must reach this level before you
present your offer. Like if you're not in level three and you're pitching them and there's not enough buyin, you lose
them. State management recap. So your state controls how you are in the moment and how you act on the call. If you show
up positive, confident, and excited, it will reflect in your prospect. Mirror neurons, right? Sales isn't something
you do, it's who you become. Your state underpins presence, intention, and identity. Really, really important and
huge aspects on the call. One thing that you should keep in mind is that humans are built to survive, not
thrive. We have these fight-or-flight reactions to things and we have three negative thoughts for our positive
thoughts just because we're built to survive, right? Not thrive. So, it's very important to always be able to
control your state and manage it. And another thing you can do is use your three words to anchor your straight
state every single call right before as well as after with three deep breaths. And I will say that if you're a victim
to your state, you will you will basically fail. Like you will succeed because you literally can't do what you
need to do and can't perform in the way you need to. Identity based selling recap. Who you
are off the call is who you are on the call. Every time you have a thought that doesn't serve you, kill it. Remove it
from your head. It didn't it didn't happen. Ability traps you. Intention is infinite. Another thing I didn't really
mention much in the uh sales fundamentals video is that you can kind of use mentors as pathways to your goals
like brick pathways. And when you're comparing yourself, don't compare yourself and like oh um
from scale of 1 to 10, how good am I at sales? Like no, compare yourself to their ability one to whoever the mentor
is. Like ask you can ask yourself would that mentor close that person? And what you know what's good about this
is that you can always rise to the level of your mentor and then just basically you know get new ones over and over
again. Um show up confident in yourself. Align certain and emotionally present to these calls. A good salesman sells a
product. A great salesman sells a transformation. People don't buy products. They buy feelings, status,
identity and results. So that was the recap for sales fundamentals. Now we're going to
go over the sales framework. So, the way I'm going to do this is definitely different than any other
sales program that you've ever seen. But before I give you any frameworks or anything, I want you to understand that
I need you to take your first 30 sales calls without a script. Okay? And I know that this is going to
sound insane, you know, because oh, in sales you need a script. But I promise if you do this properly, you will 5x
your progress. Like you will become that much better at sales in that shorter amount of time. So
the fundamentals of sales, you know, everyone, you know, you can look at my first video, my sales fundamentals
video, and be like, "Oh, these are the fundamentals of sales." But in actuality, you just need to be able to
sell. And the best way to do that is to just just to talk to people and actually do
it right. So that's the first thing I need you to understand is that you are going
to take your first 30 sales calls without any script whatsoever. It shouldn't even be a thing that exists in
your mind. And if you have a script, if you've been using one, delete it.
This will guarantee you will improve at the fastest rate possible and collect a lot of cash. So, the sales framework I'm
going to give you guys is the best, in my opinion, the best high ticket online sales blueprint there is. So, obviously,
there's so many ways to sell, but this is by far the most battle tested and stress- tested method used by all the
best sales people that I know. Drum roll, please. All right, here we go. Boom.
Rapport, frame, discovery, pitch, close. This is this is the master sales framework. I know it sounds silly and
it's very very short. It's literally five words, but this is all you need. And once you can understand this, you
will not have a problem with selling. Rapport. So, it depends on your selling style, right? But rapport is usually,
you know, the first one to four minutes of the call. For me, when I was taking my calls um more frequently, I guess my
rapport was, you know, like four to six minutes because I was usually more a little bit little bit more rapport
heavy. And some people are less like, you know, my sales manager like one minute of rapport max. So, it really
depends. So, I will say, you know, depending on your selling style, it's usually the first, you know, 1 to four
minutes of the call whereby you introduce yourself, you're, you know, just seeing how they're doing. You're
seeing what's going on in their life, you're just being friendly. And it's really, really important because the
first like honestly for most experienced sales guys, you can look at a call and watch the first five minutes and
basically tell or not whether the guy's going to close, right? So that's why the first few minutes are so important and
why you really really need to show up to the call excited and positive. I see so many people in sales go into these, you
know, jump into these calls and be like, "Hey, hey, how's it going? You know, it's nice to meet you. Let's jump right
in. Are you ready to see how I can help you?" Like it's depressing. And the difference between that and like
actually showing up is being like, "Hey, prospect. How you doing?" "Yeah, it's it's super nice to meet you. Yeah, I was
just um You're out of Kansas, right? Yeah. No, cool. Yeah, I was actually thinking about going there. Like I don't
know. But the point is is that it's very very important because these first few minutes of call, this is your first
impression with the prospect basically. I mean, assuming you've probably had a setting call with them, but we mentioned
all these things in the setting call, right? How important tonality is and flections in your voice. And it's the
same thing on the sales call. Those are those are very universal traits. Like you have to be very very good at having
that tonality and actually bringing the prospect into your frame of mind because like when they hop on the call as well
and they're depressed cuz like oh god it's another Zoom call and they go in they don't smile once and then
you're there you're like hey how's it going and you make it like a pleasant conversation that will that will just
like make a huge impact on the outcome. You just have to have the prospect want to open up to you, trust you, and want
to move forward with a conversation. And the only way to do that is to be good at, you know, having rapport.
And all of this is literally done in the first few minutes, right? So just tone, just keep in mind that the tone and
energy that you, you know, show up to the call with is pretty much everything, right? The first four minutes of the
call, you have to start out positive with an excited tone. You know, act like you want to be there, right? Because
you, you know, you should want to be there. and actually care for the prospect, right? Hey, John, how are you
doing today? Awesome. Yeah, it's nice to finally put a name to the face. Where are you calling out of?
No way. How is it there right now? Now, let me try that with a bad bad tone. It's like,
hey, John, how are you doing? Good. Good. It's nice to put the name to the face. Uh, where are you calling out
of today? Cool. No way. How is it there? Like you see the difference between those two.
You have to become good at that. Anyways, in sales there are four different types of energy. So this is
kind of just like a general rule of thumb with people and every single person has every type of energy in them,
some percentage of them, but usually there is a dominant one. So this is called pace. And now this isn't, you
know, necessary to close any deals whatsoever, but it just helps to understand who you might be talking to
in order to like kind of cater how you handle the next parts of the call. Right? So practical, action, social, and
emotional. So for these examples, you can think Elon Musk for practical, Andy Elliott for action. If you don't know
who Andy Elliott is, he's a, you know, one of those guys that stands up and sells to people. um car salesman type
energy. Social, you can think like Dwayne Johnson. Emotional, you can think like
Emma Watson. Most most women are emotional um or more emotionally dominated in like the four energy types.
That's just natural. But most business owners are some of these two, right? So, this is what we're going to focus most
of this entire sales video on as well as the other one. And that's why most of the strategies and tactics that I will
teach you guys are pretty much catered towards these two because in B2B when you're selling to business owners, like
this is who you're going to be talking to, right? You're not going to be very much talking to like a social or
emotional people. Those are going to be more BTOC offers. But in the beginning of the call, you can get a really really
good idea about what type of energy that person is based off of keywords. And just kind of like their overall vibe.
And this can determine a lot of aspects of the call, right? So it's important to kind of like keep this in mind and just
like kind of gauge who they might be typical that they're like P or A. Like if they're practical, they're action
based, like they're a typical business owner. But rarely you might get like an emotional one. You might get like, you
know, a female business owner that just seems more, you know, upset about her situation and she's a little bit more
story driven, kind of wants someone to, you know, listen to them. And it just depends, right? But we're going to cater
this mainly towards PNA, but I just want you to know that there are other types as well. And the PNA have like social
and emotional energy as well, right? There's no binary yes, one's this, not that. It's just a matter of like
percentages and ratios. So, if I were to tell you anything to master this whole rapport process, just
just be friendly. Literally, just go into the call and actually try to and just enjoy being there because you're
meeting someone new. You're learning about their situation. Like, it's pretty cool. So, smile. Go into it with the
frame of mind that you can actually change this person's life because you can.
and experienced sales reps, you know, once again, like they can tell within the first five to 10 minutes of the call
whether the deal closed. So, it's very very important that you master this first part of the call. And um
yeah, super important. So, there is kind of like a three-step process to actually going through this
and building enough rapport on these calls. And number one is just like having a very, you know, friendly and
exciting introduction. smile, make it feel welcoming and exciting that they're on the call with you today. And then
just make an adjustment of your personality to match theirs. So, you want to be a little bit of a chameleon
here, right? So, you'll get hints of their personality type by keywords, whether they're like swearing at you,
you know, you you'll just you'll just get a you'll get a vibe and you'll get hints of their personality through how
they're showing up in the call and whether they're telling jokes or talking about stories. And you want to match
their language, right? But if they're low energy, right? Right? They show up to the call super low energy. They're
like, "Uh, hello." Um, it's very, very important that you, you know, you don't match their
language, right? You want to bring them into your frame of being, you know, in a positive mind. Um,
and kind of bring them into your energy. So, a good quote for this is that the power
plant doesn't have energy, it generates energy, right? So, you have to generate the energy in the other prospect.
Rapport is pretty much all about awareness, right? You just need to be aware of what's going on, aware of their
situation, even like aware of what's going on in the background of their call. When you hop on a call with
someone and let's say they have like a Detroit Lions flag behind them, I'm like, "Oh, big Lions fan, eh?" Or just
something to, you know, lighten the mood and build that rapport and just be like, "We're human. We're humans here talking
to each other." You know what I mean? And you have to be aware of things just to notice things and be able to adapt,
right? You want to be a chameleon. Just remember though that this concept of pace is once again not required to
close deals. Like you could never hurt hear of this entire concept and have a 40% close rate and make millions of
dollars in sales, but it just can help you. It's like one of those little tools that can just kind of help you build
some more rapport early on and uh make your frame set better as well. Because what's cool about this is that based on
the different type of energy, right, whether it's practical, action, social, or emotional, you can kind of cater your
frame set towards them to make it more effective. Because I can tell you right now, if
you're talking to an emotional type and you use, you know, a set that works really well on a practical type, like it
just won't work as well on the emotional. It just won't. And I just want you guys to realize
though that at the end of the day, people just buy from who they like, right?
So, I mean, you have to be comfortable pushing people. You have to be comfortable, you know, taking people to
where they need to go. But I will say it helps for sure if they like who they're talking to, they're enjoying the
conversation. So, the three the third step of building rapport, just start out with a super
cliche question. and then share something about yourself as well. So you can ask like where they're calling out
of or talk about something in their background or like where did you first hear about us and then um yeah it's it
helps if they understand like why they are on the call in the first place though so there's like a bit of a
congruency and intention there especially with this like cold outbound and cold SMS if you can like build a
little bit and establish a little bit of urgency and congruency on them like the beginning of the call so they actually
understand why they're on the call with you it'll help out a So before I get started, just so I can
best help you out, like what are you looking to get out of a call like this? That's like a super basic and cliche
question, but it kind of gives them the illusion of control and allows for a, you know, great segue into the next part
of the call, right? Or the frame, but in this rapport section, just be careful because if you build too much rapport,
it is a bad thing. You will start to lose control of the conversation. Your frame will go into a trash
can. like you need to be be very careful. I was way too rapport heavy when I started out in sales because I
was just generally more like a friendly person. So I would you know do rapport for like 8 to 15 minutes and then I had
no frame on the call and also I was afraid of pushing them towards the end of the call because I was I don't know I
wanted to be their friend right so be careful about having too much rapport. However in the beginning of the call you
might sense that they might be unqualified. Okay. So, you know, there's indications whether, you know, that
might be the case that they're like, "Oh, I just want to hear the price." Or like they're smoking or they're, you
know, they're talking to other people, you know, they're they're not really taking the process seriously and not
really showing up fully, showing up late. But like if you sense that they might be unqualified
instead of like trying to you know have a bunch of rapport in the beginning and you know spend like four to five minutes
doing that or even just like one to three minutes you want to just jump right in and be stronger. So what I mean
by that is like you want to do a mini discovery in the beginning. Okay? Because like the
typical framework for these calls right is rapport frame discovery pitch close. But in the beginning of the call, if you
sense that they might seem unqualified before you go into setting frame in the initial rapport process, you want to do
a little bit of a mini discovery and ask a question and ask some questions to learn a little bit more about them
because if you sense that they might be unqualified, then you don't want to set frame. You know, you don't want to even
continue on with a call unless they are qualified because otherwise you're going to waste an hour of your time. So,
example, you can warn them that it's a four-f figureure investment. Make sure you know they're going to be a good fit.
Just basically try to push them off the call if they don't seem like a good fit. In the beginning, if they seem
unqualified, push them, jump right in in the beginning. Basically, almost skip the rapport and, you know, make sure
they're qualified before you move forward with a frame. You shouldn't really ever accept a lack of respect.
So, if they show up late, their mic isn't working, their camera doesn't work, they're trying to fix start
smoking, just don't accept this. Like, do something to regain frame control. Like, I would literally get up and grab
a water, go to the bathroom, say, "Oh, I'm going to go I'm going to go to the bathroom. Give me one second." Just
something because like or you could mention like respectfully, if you don't think this is worth your time, we are
going to need to rebook because like we need your full focus to see if this is something that will actually help you
out or not. And chances are if they're unqualified and shitty type of prospect, they'll,
you know, keep giving you push back. And if that's the case, say, "Can I be direct? Do you feel like showing up late
without a camera, another person in the room, do you think this distracted energy is causing you to have distracted
results?" And then the last resort here for this little situation, hey, you you have to
fix this. You're showing up unprofessional. Let's have an honest conversation to fix
this because if you keep showing up like this, I don't think you are going to be a good fit. You're just your identity is
just not quite there yet. And this is like the most worst situation like the you know probably the
worst situation for someone that's unqualified that's kind of just giving you more and more push back. But um
towards the end of rapport, make sure that you know if you have if you have which you should you should have a
pre-all process and a video that they should watch beforehand. Make sure they have seen it towards the end of rapport.
Okay. So right now up to this point we have simple in introduction, right? We have matching their energy and tone
based off their energy type as well as, you know, asking some kind of cliche question and if they seem unqualified,
doing a little bit of a mini discovery, asking how much they make. Um, if they're even like good to show up for
this call and actually be present, focus, otherwise you need to reschedu. Um, and you can keep pushing them, they
push back. And then also just making sure that they watch the pre-all process before the end of rapport, right?
But if they haven't seen it, right, if they said that they didn't do the pre-all homework, they didn't watch the
video, they didn't do any of it, then I would honestly just reschedule the call. You know, back in the day, like
sometimes I would literally let it play and go get a coffee or something. I wouldn't recommend this because you're
literally on the call with them. It'll take away from the presence. It'll take away from pretty much everything. But if
they didn't prepare, you shouldn't really accept that. You shouldn't be like, "Oh, okay." And then just move
forward. Like that's that's unacceptable. If they didn't prepare, don't accept it. Reschedule the call
till they are prepared. And keep in mind that while we do have these kind of like four
energy types, assumptions are very dangerous. You know, if we are making all these
assumptions, you know, like for example, let me explain. If you make an assumption that someone won't be a good
fit just because of like their age or their gender or like what you think they are,
you might just lose the sale because of how you run the rest of the call. So, be very very careful about your
assumptions. you know, like if you assume that they won't be a good fit based off of
something, then you do that mini discovery, you know, you get pushed back and then the call just gets like
terrible, right? So, you just just be careful about assumptions. Just keep that in mind. Um,
you don't you never want to assume too much. And, uh, the a good way to go about doing this is like never ask a
question that you don't know the answer to because otherwise you'll be assuming. So,
another thing to keep in mind is be careful with bro energy, okay? Especially with these PNA types and
these business owners. Some of them will like match you with it and be like, "What's up, bro?" Like the business
owner will say that. And if they do that, that's when you want to be a chameleon and be like, "Yeah, yeah, for
sure. Yeah, yeah, yeah." And you know, you kind of just play into that whole bro energy vibe. But for some guys, just
just be careful, right? Not every call is the same, but I will say unless they're doing it, don't do it, okay?
Don't be like, "What's good, bro?" Like to like a 50-year-old businessman that's like,
"Hi, it's nice to meet you." You know what I mean? So, just keep that in mind. But, um, if you just pretty much just
remember to be a chameleon on these calls and especially in the first, you know, few minutes and make that little
snap to match their energy, then you shouldn't really have a problem. Frame. So frame is usually the next few
minutes of the call directly after rapport. And this is kind of like the simple part where you kind of take
control of the call and show them that you're leading it, right? Where you talk about what's going to happen on the
call, the agenda of the call. And it's very important, especially in beginners, and I will say that some people once
they get so damn good at sales, sometimes they cut this part out because they're just so good at handling the
call. Because I will say, if you're the one asking the questions, you have control of the call, right?
And if you're able to cut them off when they're on tangents and just show them that you're in control and that, you
know, you have an agenda for the call, then this isn't the most important thing ever. But for beginners, I think it
really, really helps. So, like I said though, it's basically
establishing the rules, setting the tone, setting the direction of the conversation just so the prospect sees
you as an authority, right? If they see you as an expert, if they see you as someone that they actually want to learn
from and actually offer something to them, then they will be much more likely to go with you, right? If they
see you as some kid that doesn't know anything, then they will never go with you, right?
So, whoever sets frame, whoever's asking the questions leads the call. And you can tell like it's a natural lead in the
conversation. If you are leading the call, you will be able to tell. If they're leading the call, unfortunately,
you will also be able to tell, right? So, especially with the PNA types though, frame is pretty much everything.
Okay? If you can, and I like to honestly, there's some there's some good exercise you can do with frame. and um
literally, you know, hop on a call with a friend and just um set like a topic
and uh have like a bit of an argument and take sides on a topic and then just like argue about that topic and then
whoever just holds frame the strongest and whoever is like able to cut them off and able to be stronger on the
conversation. It's very very good practice. You know, this is something you can do in your free time, but frame
control is pretty much everything on these calls, especially with these PNA types. A great quote to remember is you
are either holding a frame or you're in someone else's. So you must hold your own. And with cold traffic, so like cold
calling, cold SMS, cold emails, cold emails, cold DMs, there is always usually a lack of urgency. So frame is
very, very important. Just keep in mind though that with these business owners, especially with the ones that are, you
know, way older than us, which is most of them, right? They there will be a pretty strong ego. You know, they will
be like, "Oh, you're a kid. What the hell do you know? I've been in business for 45 years. But it's like the best way
to deal with this is just to not be phased. You know, they probably aren't a dick. Like chances are like most people
aren't a dick, right? But most people do have a super strong character, right? And don't take that the wrong
way. Just be unfased by it, right? Handle it with a little bit of, you know,
I don't know, just play with them a little bit. Like lighten the mood a little bit, you That's the best way to
play back into the frame. Just lighten the mood, maybe crack a joke, have charisma, because like a lot of these
guys are probably just challenging you for literally no reason whatsoever, you know, because at the end of the day,
like sales is quite literally just a game. So, have charisma, play back into it, you know, hold that authority.
And um here are some examples of frame sets. So, I'm going to go ahead and read off of each one of these. So right now,
so far in the call, right, we have that little rapport process. It's like, you know, one to four minutes just about
really, really important. And the frame. So here's some examples based off of different energy types. Now, I will say
you can pretty much have a pretty, you know, general frame for most guys, and it's fine. But I will say it does help
to kind of see the differences between what each energy type frame set could look like. you know, because if we're
setting to an emotional type, it's much different than a practical. But keep in mind, right, these are
examples. Do not write them down. Do not copy them and read them out in a sales call. We do not use scripts in this
program. So, the the general set, right, this is like the most common one. Um, not really
catered towards any energy type or anything. Yeah, appreciate you hopping on. Well, just to kind of jump into
things here, um, I've got about 45 minutes carved out for you. So, here's how this will work. I'm gonna ask you a
few questions just to understand where you're at. And if I think that we can help, I'll walk you through what we do
and how that would look like. Fair enough. So, that's a super super simple general
set. Set two is practical. So, this is like your more, you know, PNA like once again are going to be more business
owner types. And you can just tell how like different this is. Awesome. Just to kind of jump in here because I want to
be tactical. This call is really just about understanding what your current process looks like, where you're trying
to go, and seeing if it integrates well with the process that we have here. And I'll give you all the logic and all the
clarity that you need to make an informed decision, and more importantly, help you feel whether or not this is
actually the right next step for you. If it feels like a fit, great. We can talk about next steps. I can get you on
boarded today. Um, if not, totally cool, too. Sound fair enough? So, see, like all these have like kind of the same
general framework. Sound good? Sound fair at the end. appreciate you for jumping in just to kind of jump in. But
we're kind of more like process based, right, with the with the practical types of people because they don't want to,
you know, say like, oh, I want to ask you about your current situation and see how you're, you know, what you're doing
and how it's going, but more about like their current process, you know, and just by that simple switch, it makes
them much more, you know, impacted by this frame set and they will, you know, definitely agree with you much more.
All right, actionbased. So awesome. Just to kind of jump in here, all the work that we do is
completely customized. So instead of just throwing a bunch of ton, you know, hypothetical numbers at you and seeing
what sticks, what I found works best in these calls is just to get some more clarity on you and what's really going
on in the business. So another thing, we don't really work with everyone because we work with qualified people. So it's
not a very copy and paste thing, but if it's a good fit, cool. I can get you onboarded on this call. If it's not a
good fit, we can part ways as friends. No worries. sound good. So, it's it's pretty long. Like, I honestly wouldn't
have a frame that's this long. It doesn't have to be this long. Like, a length that's good is around this
length, but um kind of cater it towards whatever. So, here with that more action based,
we're kind of just playing into the fact that we don't want to throw around hypothetical BS at them because they're
more actionbased, right? They want to just like have a clear-cut path. Does that make sense? So, set four is for
social. So social people are just like the people that just never stop talking, right? So it's really important to be
able to cut them off, but uh you won't get much social and emotional people on these um sales calls for business
owners, but a good example of the set for this would be awesome. Yeah, excited to jump in. So this isn't going to be
one of those like stiff calls or anything. This is kind of just a chance for us to chat, get a feel for each
other, where things are at on your end, and see if it makes sense to explore anything further together. I just want
to get to know what you're currently doing, where things are at, and see if anything we do here could help you. And
if not, that's totally cool, too. I'm happy to point you in the right directions if I can. Sound good? And
then the fifth and final example is the emotional one. As a coach here, what I really try to do
is help you understand where you are right now and where you want to go and understand how you'd get there. So
that's very clear at the end of this conversation and kind of, you know, set up a game plan to make sure that that
makes sense. So, at the end of the call, if you like what you hear and you think that we can help you, we'll make you an
offer. If not, totally fine, too. If you're not really comfortable, you don't really think it's going to be a good
fit, trust me, I'll also let you know if um it's not going to be a good fit, by all means. But at the end of it, if you
like what you hear, we will go ahead and get you started. Sound cool? So, you see what I mean? Like, these are all frames,
right? They're all simple sets. Some of them are a little probably too long for the call. Um,
but they're just like a little bit different. The general one is just pretty basic. This one goes into more of
like the process. This one goes into like not wasting time and getting more clarity. This one's about like, you
know, having a conversation together and seeing if things make sense. Each one's a little bit different, right? And so
you will basically be using like one of these three typically, but because the fact that we don't use scripts, like
every like every set's going to look a little bit different, that's okay. So discovery.
So this is going to be like the pretty much the meat of this entire video because discovery is literally where the
sale is made, right? So up to this point, we have the rapport and then we have the frame set, right? And the next
step in the call is discovery, right? After you say, "Cool if we get started. Sound good?" Then you want to dive into
your first question. And then from there on, you want to ask just a series and line of questioning to get them to a
point where they are wanting to buy from you, right? And I know it sounds scary doing this without a script and not
without a list of questions, but once you understand where you actually need to go with the
conversation, it becomes very very clear. So discovery is where the sale is made. It's where someone goes from an
absolute complete stranger to a paying customer. So, it's the part of the call where you uncover their current
situations, you know, their their pain points, their goals, emotional drivers. You're holding up the mirror. You're
digging into those levels. You're getting from level one to level two to level three, and you're simply just
determining whether or not you can actually help them in the first place, right? That's literally the whole
intention of discovery. And discovery is usually like 15 to 35 minutes, right? It is the it is the
majority of the call. If your discovery is two minutes long, you will never close someone because you're simply just
not deep enough into the conversation. You don't have enough emotional momentum. There probably isn't enough
buy in. And I say this, you know, cautiously because like everyone has a different situation and everyone's kind
of a different prospect. But a good rule of thumb is that it usually lasts between 15 to 35 minutes, right? That's
enough time to go from level one to level two to level three and pre-handle objections. So discovery is where the
sale is made and where this happens. This is when we're asking questions in order to define, you know, their current
situation and just like separating the distance between like where they are and where they want to be. And by now we
have like a clear understanding of where they are and then we need to eventually have a clear understanding of where they
want to be, right? And then by doing that we create that gap you know we're able to position our
service as a bridge like between the gaps with our pitch right or you your service and your offer and um that's how
it's done right so typically discovery it's a conversation you know between you and the prospect whereby you're asking a
bunch of questions and kind of just having a naturally flowing conversation. It's not supposed to feel like a Q&A or
you know a big list of questions. It's supposed to feel like a conversation between two people, right? And just keep
in mind though that in B2B sales just in general, a tactic shown is a tactic blown. So this is why it's very very
important to not have a sales script, especially with PNA types and just to kind of let the conversation flow
naturally and just see if you're going to be a good fit together. So I will say like you might have noticed that I
didn't include the presence intrude section in the recap and the reason is is because I want to cover that in this
portion because that's very very relevant here. I'm going to tell you guys three aspects of discovery that you
need to cover on. Okay. The first one is the most important most important by far and that's presence.
If I were to give you one word to describe the discovery process, it would be presence.
When you are there on the call and you are listening to them and you are there with them and you can hear what they're
saying and hear what they're understanding and be there with them, you will never
forget what to say. You will never stumble. You'll never not know what the next question you must be asking is.
So, you have to have a piercing presence. You have to catch things. You have to find these like fuel points
that they'll just give you fuel and you have to use it. But the only way you can use it is if you're present and you
notice it. But a lot of people think that trust is built with testimonials. Trust is built
with social proof. And it's like, yeah, to an extent, but if you have unwavering presence,
that is literally all the trust that you'll need. That is how you will build the most trust.
And everyone always says like, "I don't know what to ask. I don't know what to do. I don't have a list of questions."
But like the act of being in your head scrambling for the next thing is the reason why you don't know what to ask.
And the reason why that happens is because you're not actually present on the call
because you'll ask questions and the prospect will give you fuel. They'll tell you these things that you have to
push on. And it's your job to dig and separate that current state from where they want
to go. Like that is your job, right? But the problem is if you're not present on that call, you'll miss these points in
the fuel. Like this is the problem with a script, right? Because you'll ask a question and
they'll give you an answer, which you know depends on the prospect, right? Like obviously,
you know, everyone's in a different situation, but they give you an answer. And what the smart salesperson does sits
there and listens to what they say and then asks a question building on that. A person with a script will just
go to the next question in the line which will just basically guarantee that the entire conversation is surface level
and not deeper. And the only way you'll know what to ask is if you were literally present with them on the call.
That's the only way. So, in order to start out your discovery process for every single call, I would
just recommend with the same solid opening question. So, an example of this could be, "What
is the biggest problem in your sales process right now?" Or, "What is the biggest bottleneck in your lead flow
process right now?" Just like a big heavy question that can heavy hit them right at the beginning of the
conversation. And what this will do is we'll, you know, try to maximize the chance that you'll get into level two
into that action level as soon as possible and get past the surface level. Because like for most of these guys on
the setting call, you already have like basic information, right? If you took notes like you should have on the
setting call, you would have, you know, how much money probably they have or how much money they're making. You have, you
know, maybe you have their credit score, maybe you have how many jobs they're doing, how many leads they're getting.
you have all this surface level information and so it doesn't make a ton of sense to you know dig into that on
the call and that's the reason why we start off with a bigger question in the beginning
and if you start off with that bigger question first of all you're perceived as like an expert right and um
there's going to be a few different options as to what you'll get from that question right it's either you'll get a
very very vague response and they'll be like oh I want to make more money oh I want more leads I want more jobs or they
will dive into a lot of good stuff and go into their process and give you a ton of fuel and say what's exactly going
wrong and how they need help and they'll take an ownership of their situation. Right? So those are the two
responses to this first initial question and we're going to cover both responses in this video and the first one is the
vague response. So if they are giving you a vague response to that first question, you have to be a doctor. You
have to just collect a ton of information on them, right? So you want to just like
basically ask them a ton of surface level questions and find find the issue, right? So for example, what they do, how
many leads they get, how many jobs they do, how much they're paid, if they're underpaid, if they have business
partners to split profits with, how much time they're able to spend with their family. If you'll remember like in this
especially with the vague response like you are collecting data right in the surface level this is where you are in
the beginning and there is no responsibility on their situation there's no control they don't have any
ownership of their situation in level one because they haven't actually taken ownership right so
if they don't even know all their numbers also it might be early you know but you can always challenge them I will
say just be careful challenging people too early on. Do you feel like part of the reason your lead generation isn't
where you want to be because you aren't actually aware of what your conversion looks like? So, this is a question that
will literally pretty much instantly take you to level two. But the purpose of this quantification, right, of this,
you know, figuring out exactly what they're doing is to show them that we understand lead
genen more than they do. Because like honestly, you probably do. And even if you don't think you do, you
definitely just do because these guys know nothing about lead genen. They just get their mouth, you know, most of their
jobs through word of mouth or referrals. And it's like they don't know jack squat about lead genen, right? So you need to
position yourself as an expert here. Position yourself as someone that knows more than them about lead generation.
And that's why you want to figure out their exact numbers. What's your close rate?
Oh, okay. So what's your average job worth? what's the LTV of your customers? Like
they don't know these numbers, right? But what you can do is have like a benchmark of KPIs for your niche. And
you can put this in your sales framework or whatever, but basically like what their close rate should be, what their
booking rates should be, um how much their jobs should be worth, how much they should be charging, what their
profit margin should be like. And you can figure this out from chatbt. But um if you have a benchmark of KPIs then you
can kind of just like you know you'll see more like an expert because you'll know what the good what like what the
numbers should be and whether or not they are you know in KPI or not. But once again we're getting a vague
response here right and the goal for this situation if they gave us this vague response to that first big
heavyhitting question is just to get them to like basically unsell the thing that they're currently doing. So, like
convince them that what they're doing isn't the right thing. And if you get to the point where you can
make them think that what they're doing right now isn't an option, then they will take ownership of their shitty
situation. Like, you know, the the people that give you that vague response to that first question that are like,
"Oh, I just want to make more money." They're usually rationalizing, right? And
the most important thing if they give you a vague response, you guys, is just to make sure that you get them to take
ownership of their shitty situation. Okay? And that's the reason why you need to
ask all these like, you know, surface level questions and figure out their specific numbers and why they don't know
them more importantly. But on the call, like at this stage, here's where we're at, right? So, we pretty much are just
at the beginning of the call still and you know, we have some data, which is fine, but you know, you're being
present. You're on the call with them. You're listening to them. You're catching these pain points that you can
push on. And now it's time to start being a little bit more expansive. So, you want to start asking for more
specific answers, more specific questions. Okay, how many leads exactly did you get so far this month? Okay,
what about last month? What about the month before that? And if they give you a range, look for a specific answer.
What specifically have you looked into and that have you tried in the past? How did that go? Why did it not do as good
as you think it would? How long did they give it? So, if you continue with this pace of being underpaid and undervalue,
how long are you going to let it slip by? Like another year. And the goal here is like once they have
this ownership of their situation from that vague response, then the goal is to expand, right? This
is the second part of discovery is expansion. So one, we have presence so we can catch these pain points. Two is
expansion so we can expand on them. So if you're building on these questions, you're expanding on their responses.
You're creating this emotional weight and that's what we need to drive the sale. So like we mentioned in sales
fundamentals like we need them we need them to have emotional awareness for their situation. That's the whole point
of level two right and um to do that you have to be able to hold up that mirror by asking the right questions and now we
are getting into the action level two. So this is more where we're understanding like why things are but I
wouldn't directly just be asking why why why is that you know I will say like it's all about preframing as well but
this is when we're understanding like why they want what they want right we're kind of just giving them you
know holding up that mirror kind of showing them how painful their situation is through the specifics of their
answers and we're not like saying that directly not like oh that's so painful painful
like no no no but you're asking a question that just kind of makes them realize that right they must come to
those realizations themselves but what's important here is that there has to be some level of openness you know the
prospect has to understand that you are going to show them some intense truths and that you're probably going to pierce
their soul but you're doing it because you believe in a better future for them right because otherwise if there's not
that level of openness then they'll just like hop off the call or be pissed off or be defensive. Right? So that's what
you kind of need to have in that in intention and have that intention that you just are doing this and you're
pushing them so they can become a better person and have a better future. It's very important though that they
feel that way because like if they don't understand that there's that level of openness like the call will you know
pretty much go get derailed. So it's very important that you have that intention and they understand that
you're going to show them some truths. Even you can know you can even say like if they give you some push back and be
like listen I'm going to pretty much pierce your soul here. I'm going to give you some truths that you know are pretty
intense but I'm doing this because I want you to get this result. Yeah. Yeah, once again, if you don't have that level
ofness and you hold that mirror up to them and you kind of show them exactly where they are, it will turn into an
argument, especially with the PNA types. So, you must have that level of openness and have that, you know, level of
presence and attentiveness on the call because if you don't and you get to that action level two and you're pushing them
and you're like, six leads, is that enough? and you're holding up
that mirror and you're showing them like what they actually are and like how they actually, you know, basically making
them take emotional awareness for their situation. If there isn't that level of openness, it will turn into an argument,
right? So, you need to be cautious. But I will say it is always better to push them as much as possible and then pull
back than to be a and not push them at all. Always. It's very easy to pull back.
It's very hard to close when there's no friction. It's very It's very important though that you have that undertone
right throughout the whole call that you just are doing it because you want to see a better version of them and
they just need to understand that it, you know, it's in their best interest, you know, cuz otherwise they will attack
you for viewing the truth. So this is why intention is everything, right? Cuz if you go into the call and you actually
just like want to see the person improve and want to see the better version of them, then you will have the best, you
know, their pro the prospect's best interest at heart and naturally it will just happen. You'll have that undertone.
Like literally just give a That's all you have to do. But if you can proper prefra properly preframe
questions and like the context between questions, it's kind of where it shows whether or not you give a So,
a lot of the times when most people do discoveries that aren't, you know, very experienced in sales, they'll just be
like, "Question, okay, question, okay, question, okay, question, okay, and it feels like a scripted interview, you
know, it feels like a Q&A, but if you're able to pre-frame questions
and basically pre-frame questions is basically a way of like talking and kind of just setting up the next question." I
believe I gave an example of pre-framing on the uh sales fundamentals video. Again, if any of that information has
become vloggy, I would literally just rewatch it. But keep in mind that when something is like
quote unquote salesy, right, or way too invasive, it's always just how it comes across, just remember how important tone
is and intention. So, we are now entering that level two, right? We're digging and digging and
digging. We're expanding on the situation. for creating pain, creating gravity, creating emotional momentum,
widening the gap, right? We're about here now in the process. And this is when specificity is crucial, right?
Number of hours spent working, time spent at home, when they get home every day, if they're able to see their kids
at night, how much money they make, exactly whether it's slowed down or not. You
know, it's like, remember, we're still in the vague the vague response. This is that same situation. And I covered the
importance of presence, but I also want to cover the importance of truth with PNAS and you know business owners.
Usually the truth is enough to cause enough pain.
But the only way you can actually like have the truth is if you call out their BS.
You know, a great example I like to, you know, bring up here is like one of his prospects once said that they work like
128 hours a week or something and or I don't remember the exact number, but it was like it was a
number. It was way Like you have to sleep like seven hours a night and spend every single time, you
know, not eating, just working. And it's very important to catch the BS that they give you because they will give you a
lot of BS. They lie about their numbers all the time. So, you have to have a bit of a six sense and be able to just catch
that and call it and call it out, right? And if you're more present on the
call, you will naturally just find more of their BS. But if you can actually bring the truth of the situation, it
will cause so much more emotional weight. Cuz otherwise, if they're just comfortable lying to you about their
numbers and lying to you about their situation, then they will literally just lie to get off the call,
right? But again, for you know, usually more PNA types, the truth is enough to build, you know, some solid emotional
momentum and get them to where you need to be. For example, yeah, here's the exam
example. A business owner might tell you that they work 120 hours a week. A weak sales rep would say, "Okay, wow, that's
a lot. You're working really hard." A good sales rep would say, "So, wait, you're working 17 hours a day? How
exactly does that look? So, you're telling me you sleep seven hours, don't go to the bathroom,
don't eat, and all you do is work 17 hours a day. How much time do you actually work a
day? Right? Just by by by discovering that truth, by calling into their BS, you are
causing inflicting enough pain. Because if we take the truth and we layer it, we create even more emotional
momentum. You know, a good example of this is like, "How much money did you make this month exactly?"
Because like a lot of times when, you know, mid sales reps will ask these guys questions, they'll be like, "How much do
you make a month?" And the guy will be like, "Oh, I don't know. It it it varies." Okay. Well, like what's a
range? And they'll be like, "I don't know, anywhere between like 30k and 70k."
But if you say, "How much money did you make this month exactly?" and they give you the exact number,
not a range. And if they give you a range, you challenge it. Be like, "So, how much
exactly? What about last month? How about the month before that?" And just by getting
this truth out of them and by layering these, by like going back in time and just figuring out exactly what the
numbers were, you are proving to them that like everything is not okay. And they are slowly going to take ownership
for their situation. You know, you can do that with leads, jobs, completed profit, etc. But the
point is that you're stacking. You know, you're creating emotional momentum towards the sale. And that is the third
aspect of discovery, right? We have presence, we have expansion, and then we have emotional momentum. So throughout
the call, you're going towards a direction, right? And the way I like to think about this
is like the two diamonds and the bridge example and like the gap like you're on that line, right? You're you're creating
emotional momentum. You're going towards the sale. Anytime that something isn't like is an off tangent or it's like, you
know, they're taking a phone call or they're like basically going astray from the actual process, the emotional
momentum is getting hurt, right? And so the whole point though is that the emotional momentum is like an energy
transfer, right? With direction. That's what it is. And you can also kind of feel them having these shifts
internally. So this was all like if a prospect gives you a vague response right to that
initial question. That's what all of this was for. Okay? All of this up until now in discovery. Now
let's say they drop a ton of information on you, right? You ask that initial question. You say, "What's the biggest
problem in your lead flow right now? Biggest constraint." And they tell you that like they're underpaid. They're
working too much. they can't see their family, they're only making 60k a month. Like they give you a ton of fuel. You
are not going to do the same thing that like what we explained. You are not going to dive into these specific
examples because they already have ownership. The whole point if they give you a vague response is to make them
have ownership for their shitty situation. But if they drop a ton of information on you, then they already
have a sense of ownership. So you don't need to ask all those beginner questions.
So let's say they drop an info bomb to that response, right? Like they to that question. They literally give you so
much fuel and so many things to push on. What the hell do you do? So if they drop a ton of information,
then chances are they have taken ownership of their shitty situation. They know they need to change, right? So
instead of focusing on pulling up these facts about their life and doing all this data collection, we have to focus
more on the following. And I'll tell you this, like I've done this before. I have tried to you know ask a big question in
the beginning they gave me fuel and then go into like the surface level and facts about their life and they were turned
off and like why are you why do you need to know all these facts about my life I know that I need to change let's dive
into how you can actually do this for me that is what will happen so instead of pulling on these facts
we have to focus on when they came to that realization when they realized that they need more help and that their
situation isn't where they want it to When we ask when that realization happened, it's really important that we
quantify and get exactly how long ago that was. So what have you been doing since then in order to actually
facilitate this change? We want to ask questions around this, right? Like like what question like what exactly they
have done. So like for example, like when they came to this realization, let's say you ask them and they give you
a ton of information. They're like, "Oh, I'm underpaid. I'm, you know, not happy with my work. I'm, you know, I only make
18 an hour. It's it's been really bad. my family's, you know, struggling because of it. You're not going to ask
like, "How many leads did you get last month?" You're going to be like, "Oh, damn. Okay, so when did you come to that
realization?" And if they say like 6 months, then it's always great to quantify it, right? I
always like to take those dates and make them into like a bigger number, be like, "Oh, 180 days ago." So, it's been 180
days. What exactly have you been doing since then in order to actually facilitate this change? And specifics
are important here. Like that's why I kind of like doing the whole two like the you know kind of changing the num
the month name changing the amount of months into days just to make it seem like it's more heavy than it actually
is. But if you can get the specifics that they've done in that time to make that transition and actually you know
facilitate that change then you can dig into like that that that that'll be the pain points right. So, but yeah, once
again, 270 days sounds much more visceral than 90 9 months, right? But it's yeah, that's why I say it's like
pretty good to have a C calculator just ready for calls just for that purpose. But anyways, you said you weren't able
to be present with your partner anymore and it's been 270 days. Why have you let these days pass by?
And if you can like this at this point, you're widening the gap a bunch, right? because you're like digging into what
they specifically have done in the past, you know, since they made that realization. And usually it's, you know,
pretty much nothing. Um, and you're kind of just making them realize like, oh So what's even driving you in the
first place to make this change? Because like you could always just continue to do what you've been doing. Like I mean,
you've done it for 9 months. It's fine. So like why is it any different now? So was there like a recent event that
caused you to take this a little bit more seriously? What specifically was it?
what do you feel like is missing for you to actually make this transition? And you know, most people will be like,
I don't know, that's the case, you can always challenge and be like, do you feel like
part of the reason why you've been in this situation for 270 days is because you aren't even aware of what you need
in the first place? And by now, you might say some things like they think they need to not be in a
situation. You would say like, if you had those things, would you go all in at that point? because like they have
ownership of the situation, right? So all we need to do, right, when they give you the info bomb response. So all you
need to do is simply just figure out when that realization happened, what they've done since then, why they
haven't doubled down on something, if they had the things like what do they think they've been missing to like make
that actual change and cause pain as far as like how that's affected their life. And then if you
know if they had these things would they go all in? But like you can keep layering it. Do you think people have
made that change in less than 270 days? What are those people doing that you aren't?
Because like if these guys have already taken ownership and are pretty unhappy with their situation, it is your job to
dive into behavior because they haven't taken ownership of fixing the problem themselves.
For someone to facilitate this change just in general, they need to one take ownership of their situation and two
their behavior. And when they give you a vague answer to that first big question, chances are that they haven't yet taken
ownership of their situation. So that's usually the goal in the discovery. And that's usually enough pain to get them
into a buying state. You know, get them to take ownership of the fact that they're, you know,
struggling. But if they give you that info bomb response and they actually like just give you a ton of fuel, then
they already have taken ownership, but they haven't taken ownership of their behavior. And that's what we need to
dive into. And you need to hold them accountable. Make them see that they are the issue, right? Hold up the mirror. In
the first situation with the vague response, we're holding up the mirror and their their, you know, their
situation. We're holding up the mirror and so they can see and take ownership of what's going on in front of their
eyes. But here we are holding up the mirror so they can see that they are the problem
because they haven't made or facilitated that change in the last however many days since they made the realization.
You can continue to just tie it down. So I don't know. I'm just curious like why aren't we talking six months from now?
Like do you want to keep pushing the ball down the road? Like you it's you can always just keep doing what you've
been doing, right? But the point is that we want to keep getting more and more commitment and
make sure things are in the now. That is so important for all discovery is just to make everything in the now.
And a great way to layer this responsibility is just asking more shifting questions, right? Especially
once we get to that like level two, level three range, you tend to be asking a little bit more shifting questions.
So, as we deepen to widen that gap, you know, and approach that level three, this is when the prospect has 100%
responsibility of their situation. And you need to keep in mind that most business owners, they aren't going to be
going from like 0 to 5k a month, but it'll be more like from 50 to 100k a month, right? Do you feel like you're 1
million a year business owner? Do you think you even deserve that? What's even going to change once you hit
1 million a year? Because you could like just keep doing you could just keep making like 600k a
year. Like I get you were in a good position, but we are not in that business. We are in the position of
taking people from good to great. So what does great look like for you? What happened in these appointments that made
you feel like you couldn't move forward and get better results with them? What are the key metrics you're looking for
when it comes to making a decision around this? Like they might not know. And once
again, this is kind of like a similar situation to the vague one. big response be like, "Do you feel like if you pull
the trigger on something like this two months ago, you would be in a better position or a worse one? So, why are you
still continuing to jump on these calls but not commit to anything?" Remember, like if it gets too heated,
you can always just pull back, right? Once again, it is a hundred times better to push very, very hard and pull back
instead of just being a And if you if you're getting a lot of push back and you kind of need to pull
back from the situation, you can always just say like, "Do you even know why I'm having this conversation with you
today?" It's because I actually care and I just want to see you get better results. And
I feel like if you keep doing the same thing you're doing like you just won't get those results,
right? What we're doing in this situation is we're taking we're we're we're making sure they have
accountability and responsibility for their behavior. And we're slowly starting to create this
mirror that is showing them who they need to be and what actions they need to take in
order to actually get the results they want to get. Right? This is at that identity that level three. I hope that
makes sense. Once again, let me just say this for the like for the fourth time. It is so
much better to push intensity a lot and pull off a bit than just a around and skip it. You won't sell without
friction. They need friction. Friction is literally where the sale is made. So keep in mind that they will give you
great great fuel to push on. You know, they'll get to quite an emotional state. And what most bad people's, you know,
bad sales people do is just ask an entirely separate question. So how do we actually widen the gap? How do
we actually cause pain? We have to dive into a topic and dig and expand on it. When you get all of this fuel from your
prospect, you know, they say like, "Oh, I can't spend time with my kids. Oh, I'm not making enough money. Oh, I can't
retire my parents." Like, they're giving you all these things. And a bad sales rep will just simply
just switch to each one and be like, you know, they they'll talk about the kids, then they'll talk about the
retiring, then they'll, you know, but what you want to do instead is just to dig more into the emotional aspects of
just one of those points. Quite literally, think about it like an iceberg. Each singular point that they
give you, each pain point that they have is like a little bit of a mini iceberg. and you have to dig on each one till the
bottom till there's nothing left you can get out of each one. Instead, what most people do is they'll just like dig a
tiny bit on that iceberg and then switch like to an entirely different pain point. And it's like by doing that,
you're not causing more pain. You are just staying on the surface level because you aren't going deeper into the
conversation. So if you want to get them to that emotionally buying state, you have to dig more and more into one
thing. So once again, instead of going into that other thing, just continue the emotional momentum through that current
route and through that current iceberg. So that pretty much sums up discovery. Like I'm not going to lie, like
discovery, it's just basically line of questioning and like a conversation throughout the
call that you're having where you're pre-framing questions and you're like, you know, digging into depth about their
pain points and figuring out like what the hell is going on, why they're unable to change. And if they give you a vague
response, remember that the goal is to get them to take ownership of their situation. They give you an info bomb,
then pretty much they have already taken, you know, ownership of the situation and we need to make them take
ownership of their actual, you know, of their actual behavior. And the whole point is, you know, digging, you know,
going from that surface level one to that action level two where we're like digging more into the pain points and
then eventually, you know, holding up that mirror and action level two so they can see what their current situation is
or who they are currently being and if it's enough. And then in the third level, we're actually showing them who
they need to become in order to hit their goals and um who they need to be and whether or not it's in line with
their identity in the first place. So that is pretty much a summary on, you know, discovery. Discovery is really
important, you guys. And I would honestly recommend watching this video multiple times or even just the
discovery portion of this video just so you can kind of, you know, practice situations. [snorts]
And this is the importance of mock calls as well. If you're doing constant mock calls with people, you were constantly
practicing discovery, practicing what questions you should ask and ask, how to pre-frame, how to actually dig into
these pain points specifically. And this is the power of my calls. But more importantly, this is the power of this
video, right? So I want you to listen to this multiple times, especially this discovery portion. just so you can kind
of see like what general direction you need to go in. And if you have the right intention, if you understand what's
going on on the actual calls and understand why you're asking what you're asking and more importantly not asking a
question you don't know the answer to, then you will crush it in discovery. It's just about practice, iteration, and
understanding what the hell is going on. Just remember being present, expansion, and then emotional momentum that you're
building throughout the call. And you will get much better at discovery, right? Over time, you'll take
you'll have reps, you'll do plenty of calls, you'll do MC calls, but re-watching this video like three times
or more, it will help a lot. So, as we wrap up discovery, and this is when you will naturally transition to the pitch.
So, this isn't really like a big enough part of the call for me to like make a whole section on it, but transitioning
to the pitch, the most important thing and the most, you know, the biggest error I see most people make is that
they pitch when people aren't ready to be pitched. Transition to pitch. So the most important thing to remember
once again is that you have to pitch them once they are ready for it. You know, like this is the biggest problem
because you're pitching. A lot of people just pitch too early when there's not emotion enough emotional buy in. There's
not a strong cost of an action. You haven't pre-handled objections. And I'll cover handling objections later on in
this video when they are ready to buy. And you'll just kind of tell like it's hard to explain this because you'll kind
of just get a sense of feeling that they're ready to buy from you. And if they are at that level, if you are at
that transformational level three and you actually pre-handled objections and they're at that, you know, stage
where they're saying, I am and they know that they can achieve their goals and they go through with you, like they are
ready to be pitched. And a simple way to do this is just like, how would you like to break things down and hear how we can
actually help you get to where you want to go? And I would actually, you know, that's
why I have all these X's and Y's here. The goal for this is just to like use context of the discovery that they give
you, right? I would love to move in and break down all the details for you. You've been
talking a lot about your company and situation. I really appreciate all the context. Awesome. Well, I'm sure just as
you know as much as I do, I am no roofing professional, right? I don't know the best materials to use, how to
properly lay shingles, the best way to get the best materials, and like with that being said, what I do know, John,
is how to grow roofing companies and take them to X or like whatever they gave you in the discovery of like where
they want to go in the future. Right. I've been taking notes. You can take out a pen and paper and take some
as well. Is it all right with you if I just like pretty much dive into everything? Before we jump in, I just
want to ask a quick favor. So, this is really really important you guys like between the discovery and between the
pitch, right? Because so far we have the rapport, we have the frame, the discovery, and then the pitch. Before
you pitch on every single call, it is very very important that you have a yes, no, maybe framework. So what I mean by
that is that like it's just crucial because like the the you know the I think about it
objection is the most probably the most common one and the best thing to handle it early on is to have that yes no maybe
framework to to actually like do this frame. You want to ask them a favor like before we jump in I just John I want to
ask a quick favor. The last thing we want is for you to feel a lack of decisiveness at the end
of the call today. Right? So, you might find at the end of the call like you might love me so much and be like, "Oh,
and I love you so much. Take all my money." But I want to let you know that you can say no to me. It's completely
fine to say no to me at the end of the call. The important thing though is that we only do one call per prospect. The
reason is one that we don't want to be playing email pingpong. Two, we don't want to play follow-up call roulette.
And three, we want partners that are actually committed to us. So, are we able to come to a definite
yes or no by the end of the call today, John? And if they answer too fast and it
almost seems like a mindless yes, then double down and be like, definite yes or no, good to go.
And the point of this is like if they seem to just give you like a mindless answer to that question, then like we
want to ask it again just to make sure that they realize what they just agreed to because then they won't give you the
I think about it objection at the end of the call. But the point of this like yes or no maybe framework is we want to make
sure that they're able to make a decision on the call. And what the most sales people's like the problem that
they'll do is that they'll actually like say this at the beginning of the call and this works for some situations and
for some offers, but with cold outreach and cold outbound, we don't have enough authority in the beginning of the call
to ask this request of them. We just don't. But after we go through the discovery process and get to that
identity level, especially pre-andle some objections, like we have enough emotional weight and buyin at this point
to ask a request like this before we go into the pitch. So it's very very important pitch. So the pitch is where
you're essentially pitching your services, right? This is where you're building that bridge once you've deemed
that they are ready to buy emotionally and they seem like they will be a good fit, but more importantly that there is
enough emotional momentum in the call. So we want to keep the pitch concise and outcome oriented. A lot of like a common
misconception that most people have is that their pitch must be very in-depth and you know very processoriented
especially for more PNA types. But in the truth the truth is is that like you want to keep your pitch very concise,
right? Very like literally like one to four minutes in length on the call. And because the more confusing the pitch is,
the more questions it will bring up, the more like considerations that they'll have to, you know, make before
eventually making a decision. And a super simple and general framework for your pitch is just to like reintroduce
yourself and the company and then the outcome that they can expect to get with you. Then just bottle that down to like
three aspects or three pillars. And the reason why you do this is because three things is really easy to understand,
right? This is why I have like the three words for state management, the three deep breaths after each call. Like the
reason why is because it's just really easy to remember and easy to understand and it's just works great. So three
aspects or three pillars and each part or pillar consists of a method on how we're going to get them x result and
then the benefits associated with that based off of their discovery. So basically based off of what they
actually want and what they told you in the discovery this is how we are going to tell them that the benefits do right.
So, it's pretty common to use like, you know, three pictures or three processes on a mirror or three, you know, or like
three pillars in a slideshow just to kind of represent those three pillars. Um, and it's always good to kind of like
give the prospect something to look at on the pitch so they're not just like watching you kind of read something off
because like I will say like I don't believe in you using a script for you know pretty much anything in the sales
process. But for your pitch because it's so like short and um concise. I recommend practicing practicing it like
a ton. practicing it like honestly like every single day would be very very beneficial for you because if you can
nail like the one to four minute pitch, make it super strong, super confident, and even like go on a call with a friend
and just like pitch to each other over and over again, what you'll find is that you'll get much much better and more
confident at the pitch and you'll able you're able to like string your, you know, words and sentences together so
strongly that you will start to not lose lose people at the pitch, right? But yeah, you can use a bureau here, you can
use a slideshow, you can honestly use nothing. Like it really doesn't matter. There's so many ways to sell. There's no
like a, you know, like we mentioned probably five times over the course of this entire module. There is no
one-sizefits-all to sales. It's pretty much just like it really depends on the prospect, depends on the situation,
depends on the emotional momentum because depends on the buying going into the call. Like there's a lot of factors
that it depends on, right? So, it's also fairly common to lose someone at the pitch as well. This was my bottleneck
for a while because I was making them way too long, way too, you know, processoriented.
But a good rule of thumb, just keep them concise, keep your pitch concise, keep it simple, keep it confident, keep it
high level, and more importantly, keep it impactful and outcome driven. So, I'm going to go ahead and have you guys go
down and into the description of this video and go ahead and complete the resource, crafting your pitch. So, this
will be a pretty simple process. And what I'm going to do is basically go through an example of a pitch of mine.
So it's super super simple. I'm going to give you some ideas for what pillars you can use and how you can like have those
benefits. But a good rule of thumb once again is just to reintroduce yourself, your company, talk about the outcome and
benefit of working with you and then go through the three pillars about how you're going to make that happen, right?
And then benefits associated with their discovery. So go ahead and complete this resource and uh do this now. Close.
So everyone kind of has an action threshold for making decisions especially on a sales call right there's
a point where they decide okay I'm doing this right there is that action threshold
and it's kind of the point where the decisiveness appears in their conscious mind
right up until that action threshold though there is no decisiveness in their mind
they don't that this is why they're going to give you objections and it's like you have to keep in mind that
depending on the process process ect and the emotional buy in going into the call. Some will have a low action
threshold and they don't need much information, they don't need much certainty and they will literally make a
decision. And some people will have a high action threshold like most people where they
need a lot of information. They need a lot of certainty, a lot of confidence to make a decision, right? It really
depends on the prospect. Some people just kind of pull the trigger and some people just have a hard time making
decisions. It really depends. So I want you to understand though that confidence, pain and desire is what
drives decisions. Right? These are the three green factors, right? That's what we can call them. And doubt, comfort,
and stagnation, otherwise known as staying where they are, inhibits decisions.
So what you can kind of take from this is that if you want to get them to a point where they will make decisions
then we have to push them so far with confidence, pain and desire and reduce the amount of doubt, comfort and
stagnation that we kind of inhibit in them. So let's go through this like with a
chart so you guys can understand this. So in this chart we have emotional buyin towards the left as it goes up in the y-
axis and then the x-axis the depth of conversation. Right? So we're going to use green and red here like we have in
the past for confidence, pain, and desire. And then doubt, comfort, and stagnation. Right? So the action
threshold this person, so for this example, this person's action threshold is at 50%. Right? That's where the line
is. So you will basically increase the confidence, pain, and desire in them and decrease the amount of doubt, comfort,
and stagnation there is. And there will be a point where confidence, pain, and desire overtakes
doubt, comfort, stagnation, where the green overtakes the red. And when that happens, there is an action threshold.
And that's where they buy or at least make a decision. And like you have to replace and overtake the red
with the green. That's the key here. And so that action threshold once again is where the
confidence, pain, and desire is stronger than the doubt, comfort, and stagnation. And that example is someone that
requires a 50% action threshold, right? That's exactly in the middle. And everyone is going to be different on
that scale. That yellow line is going to be everywhere for, you know, depending on the person. So let's say someone has
a 25% action threshold. This means that like they will require much less of a depth of conversation. See how far it is
on the bottom x-axis? and they will just kind of buy with much less buy in, right? Because their threshold's so much
lower. And these are faster closes. They don't require that much depth of the conversation. Like you don't have to
just like dig and dig and dig and really just challenge their identity. You know, it's the reason why some conversations
you can have with people are like laughing and fun and then they instantly buy from you, right? Because their
action threshold is so damn low. But with other people, you are quite literally challenging their identity,
making them rethink their entire life and will literally might be like crying on the call.
Very rare with PNA types, but you know, you know what I mean. And that would be someone with a really high action
threshold. And I guess it just depends, you know. So here's 75%. Right? Much more depth
conversation needed, you know, a lot more emotional buyin needed. It's like it really just depends on the
conversation to actually reach that threshold and actually get someone to make a deci decision. You have to just
like have a ton of confidence, pain, and desire. And that's the same same thing with objection handles is that like when
they give you an objection at the end of the call, all you have to do to handle it is literally just have enough
confidence, pain, and desire just to overtake it to get them in that point where they can take that action and, you
know, get to the action threshold. But once again, depending on everything up to this point at the end of the call,
everyone will have a different action threshold. But I will say that if you did pretty much everything right towards
the, you know, this point in the call and you dug really deep in the discovery, you handled objections, you
got to that level three action or that level three transformational level, at the end of the call, like you'll just
drop the price and they will literally just buy, right? They will literally just be like, "Okay, and buy." Like it
it is quite literally that simple when you do the process like that. Well, and it's very very fun. But um yeah, they'll
just say like okay and buy from you, right? Super simple. Alternatively, they will give you an objection, right?
And we will cover this later in the video, but basically like closing someone, it's quite literally this
simple. You literally say okay and uh agree to the price and you just don't say anything and just send the payment
link like awesome, I can't wait to have you. And you send the payment link. And also something you should keep in mind
is that like don't it up. Like if they agree to go with you, don't sell yourself out of the clothes.
Don't explain like don't be like, "Oh, this is going to be the best decision in your life. I can't believe you with me.
It's going to be amazing. We're going to do we're going to do great things together." It's like that is how you get
someone to like literally say, "Oh, never mind. Oh, actually, I think I want to think
about a little bit." But if someone goes with you and say, "Let's do it." Say, "Awesome. I'm going to go ahead and send
the payment link in chat." And then you literally just send it in chat and they pay. And that's it's literally that
simple. Like it is quite literally that simple. That is how to close someone, right? But in the SOP hub that I
attached below, which will be like a sales SOP hub, there is instructions on like how to set up payment links through
Stripe, how to set up financing and fan basis and all this stuff. What's overpowered that a lot of people don't
understand is that like they don't have to pay you like if you're charging 4K for 3 months or something, they don't
have to pay you 4K up front. But with financing, if they can't afford it, right, this is only not not for
everyone, right? Just for some people, um, if they have a good credit score, it's above like, you know, it's above
700, maybe even like 750, they can just like basically finance stuff and pay a little bit of interest. So like for
example, it'd be like 4K for three months, but all they have to pay is like 200 a month or something for a certain
amount of months or like 150, right? And this will make it much more, you know, it's much less of a commitment to step
in it, but if they don't pay it, then their credit score is going to get tanked, right? So, they have to pay it.
And what's great about this is that you get the full amount right at like right up front. You get the whole 4K, even if
they only paid like, you know, 150 or whatever. So, but this only works if they have a
good credit score and you can only do this if you know that financial objection is like actually real. like
they literally don't have enough money. But uh it's yeah, all the SOPs for this is in the description. So you can see
like the post sale next steps, no close follow-ups, um everything up to this point. [clears throat] Like the SOP hub
will literally have everything. So if you go through that, read through it a few times, even create your own. You can
even train your guys with those SOPs. Like they're very, very good. So yeah, I just want to let you know that that's
attached in the description and that can show you everything that you need to know on a more specific and granular
level because I can't really, you know, I don't have time to cover really everything in this video. Crafting your
scriptless framework. So like I said earlier, we don't use scripts, right? As a member of this program, you are not
allowed to use a script. But I will say I do want you to start off with a framework. Okay? And once again, as a
member of this program, you will not use a sales script, right? You're not allowed. But I am going to have you
craft a scriptless framework that you can study before and after calls and use on a call if you actually like get to a
point where you don't even know what's happening and you really need it, right? You get lost. And every great closer has
their own framework, right? This is just the one that I made. So go ahead and go to, you know, description, complete the
resource. You should already have a pitch at this point if you've been, you know, taking the action steps in this
video seriously and been doing them. But if you haven't already, go ahead and complete the resource scriptless
framework. So this is basically going to be an example of a framework that I have created. And it's basically just a bunch
of drop- down arrows. So you can see the types, you know, the process and like parts of the call. And then if you need
more elaboration on what that part consists of, then you just do a drop down and you open it up. And what's good
about this is that like you won't memorize lines. You won't like memorize a script or anything and you'll actually
understand the process and what's going on. But more importantly, you'll have that resource and kind of have that
extra helping hand just in case you need it. Right? So go ahead and complete this now. Make your own scriptless framework.
I made my own and attached it for you guys. Don't copy it. Don't use the same thing. Just make your own. Okay? It's
very very important because every great closer has their own framework and you will develop it over time. Like you will
change things, you'll find things that work, you'll add things, you'll remove things. Make it your own. Make it
special to you because you really get out of it what you put into it. Objection handling. So this this like
part of the process is like it's pretty interesting because like there's no set way to really handle these objections.
And I will say that like if you're good enough in discovery, like if you pre-handle things, you will never get
objections. Like they will be pretty rare, but just because of the cold traffic and stuff, like
they are definitely common. Um, so some people will instantly pay once you drop the price, once you, you
know, you have enough emotional buy in, you pitched at the right time, you had a good pitch, you you were confident
throughout the call, you were excited, like some people will just pretty much instantly pay you. But other people will
give you some objections, right? They'll be like, I need to talk to my wife about it. I need to think about it. It's too
expensive. And every great salesperson is able to handle these objections.
But more importantly, pres prevent them in the first place. Right? That's the most important thing. We just need to
analyze our calls enough and review our calls and be like, what objection did I get? What did I not cover in the process
and discovery that I should have? Right? That's kind of the the mental frame of mind you need to go into when you're
like reviewing these calls. But objections are prevented in the discovery process. And I'm pretty
hesitant to build out this objection handling section a lot because like I feel like if you you should be good
enough and like get good enough at discovery because you're not using a script that like you shouldn't really
get much objections. They should be pretty rare. But I will say the most important thing
is that if you get an objection, you have to handle it. And most people struggle to do so
because of fear. So, we're going to cover some of these irrational BS fears, but fear of losing the sale, fear of
conflict, fear of what other people will think about you. It's just like it's so common. Like, I don't know why people
are so afraid of like handling, you know, these objections and being pushy on people and like
it's just I don't I don't get it. But I hope that this will uh help you understand. So, fear of losing the sale.
So, a lot of people are scared of losing the sale because they're in a scarcity mindset. When you're in a scarcity
mindset, like it'll be harder to be in the discovery process. It'll hard be harder to be present because you'll be
thinking about what to say. You'll be in your head. You'll cherish every single call and don't want to lose, you know,
and don't want to do anything that'll hurt the chance that it doesn't close. Like, if you're in a scarcity mindset,
then you will naturally just be worse at sales, right? And so, when an objection inevitably comes up, they like they
pretty much just let the prospect take control and do what they want. And there will be times where like no matter what,
you can't quite you quite literally can't overcome a certain objection. When this happens, it's a no to you and your
prospect. If you give in to letting them like like think about it, dude, they won't go with you because like when
someone isn't on the call with you, right, there is a latency. Like let's say you have a call with someone on a
Monday and they're pretty emotionally bought in and then they want to schedule up a follow-up for Friday.
When they are not on the call with you, there is a little seed planted in their head. As soon as they jump off the call,
as soon as they press leave call, there is a seed that's planted in their head. And that seed is doubt. And over more
and more time of not talking to you and not hearing your offer and hearing your confidence and hearing you, that doubt
seed will grow into a plant. And soon that doubt seed will grow from a plant to a tree and they will never go
with you. So that is why follow-up calls almost never close. Even like with a deposit, they don't really close because
like the amount of doubt builds up, it's just it's just so heavy. And you have to understand that like
when you have a client, like even when you just close someone, you are constantly still selling to them every
single day. Every single, you know, touch point, every onboarding call, every like catch-up call, whatever it
is, every like tech call, like literally every call with the client, you are still selling to them. That doesn't just
end when you close them. Okay? So, keep that doubt plant in mind. And um that's very very important that you understand
that because like if you're so afraid of losing the sale then you should be terrified of letting
them go and you know just like leave on an objection because like then you just quite literally lost
the sale. You know what I mean? But most untrained sales rep will just kind of take that as a hopeful maybe for the
future and be like oh okay yeah just let me know in the coming days. But if you do this, you are quite literally
building a business on hope and you'll never actually succeed. Like you need a business built off of
strategy. That's very very important. Like your responsibility is to overcome the objection because
like if you did everything up to this point, they should want your objection to be handled.
Like they should want to go forward and like actually change their situation and to become new. But because the human
tendency to stay who you are and to stay in the comfort and to stay in the knowing,
that is kind of where these objections are coming from. And
it's weird how like internally and subconsciously they want you to handle their objections, yet they're still
giving you them, right? But if you don't handle it, it will never be handled. And you can think of it like that. If
they give you an objection and especially like you let them go off the call with it, that doubt seed will grow
much faster with an objection and the chance they go with you becomes even more slim.
So, if you're like truly afraid of losing the sale, you have to do everything you possibly can to handle
that objection on the call to get it closed. Because if you're saying like, "Oh, I
don't want to piss them off." Or, "Oh, I'll lose the sale if I fight for it." or I'll let him think about it just this
once, you're and your close rate will suffer. Fear of conflict. A lot of people are scared of conflict,
right? They walk through life at a state where they don't challenge anyone. They don't speak their mind. They don't tell
anybody like what they really want. So naturally, if that's how you are off the call, on the call, you'll be scared of
what might happen if you challenge the prospect. This is bad, especially when we get into more higher
level of sales. when you're getting into that level two, level three of discovery and you have to start challenging their
BS and actually just like figure out what the truth is and challenge them like you have to be able to do that. You
have to be able to create friction because friction creates a sale. And so if you are having a problem in your life
just in general with you know conflict and speaking and challenging people and speaking your mind on things and telling
people what you really want then start to do that off the call because that'll naturally just kind of show up in your
call as well. Because this fear kind of derives from a fear of upsetting others, right? Like
you don't want to upset others because you hate being upset yourself. This is where the this is where the fear of
conflict comes from. And so keep in mind that this is like pretty much crazy. Like this is a crazy thing to fear
because like we are actually helping them. So like if you're afraid of challenging them to help them, it just
it just it sounds crazy. Like if you don't overcome their objections, they will never get to experience the
outcome that we're promising them. So it's like they're unhappy where they're at. So why would you let a fear of
upsetting them stand in a way of letting them get the result they want? Like if you're afraid of upsetting them,
they're already upset, but you're the only thing that can like let them get what they want. So why
would you be afraid of upsetting them? What if you don't want to cause more conflict
because you're afraid of upsetting yourself? Like, let me ask you this. What is going
to cause more conflict? Challenging people so you can help them or having no clients and no money?
What is going to be cause a bigger conflict in your life? So if you're afraid [laughter] of
conflict, reconsider that and think about this. And also begin to challenge people in
your life. Speak your mind. Tell people what you want. Go out to restaurants and be like be more determined. Like know
what you want. Be more straightforward. And it'll it'll show up in your calls because who you are off the call is who
you are on the call, right? The third fear is the fear of what they will think of you. This is probably the
most BS one of all. You are not what others think of you. So remove the fear of judgment. A common
misconception is that you need the prospect to like you in order to close the deal. Like I used to think this too,
but it could not be further from the truth. Like sure it's true that people like, you know, buy from who they like,
but they don't. At the end of the day, like we're not here to get friends. We're here to get clients.
People buy from who they like, but like you can't let the you can't let the fear of someone not liking you get in the way
of you actually just helping them, right? You have to ruthlessly close the deal because like the fe just just to
remove the fear of judgment from your life completely. This is why I have it in my packet and I, you know, say it to
myself so often is that like if you can remove what other people, you know, think about you, then life becomes so
much better. I promise everything is more better. Everything is so much better.
But once again, just like we're here to get clients. We're here we're not here to make friends.
It's good to be a likable person, but don't let it be don't let it get in the way of, you know, helping them.
And so you can actually ruthlessly close the deal. And also understand that like if you actually try and are good at
handling objections, the prospect will admire you for being skilled and respect you for your sales
skills. and they like they they won't think of you as like some slimy shitty salesman. If you actually challenge them
with their best interest at heart, they will see this intention. And honestly, like if they think you're an for
challenging them, then chances are they're not going to be a good client anyways, right? So, if you have that
intention of helping them and have that, you know, have their best interest at heart, then they'll respect you and like
actually appreciate you for challenging them. But deep down, your prospect wants you
to solve their problem. They want it. They want the outcome. They want the result. So, they're probably hoping you
can overcome their objection, right? So, they can see themselves that their objection is BS. You know, they want
they want that re that, you know, they want to be reaffirmed that like their objection is complete BS and they can
finally make that shift, finally take action on who they want to become and actually get to where they want to go,
right? But like I said earlier in level two and three of discovery like you have to
pre-handle objections. Honestly, if you do that properly, you won't even get any objections at the end of the call and
most will just kind of close with ease with enough confidence. But these are kind of the things that you kind of want
to handle and they're super easy. Like it's so it's so much easier than you might think. Like in the discovery
process, let's say you wanted to handle the timing objection. So let me just quickly define all these objections. So,
for the timing one, at the end of the call, they might say,"Now is not the right time." For finances, they might be
like, "It's too much money or I don't have enough money." Or the spouse objection, I need to talk to my wife
about it. There's no cost of not taking action. Right? There has to be some form of cost that they see. Like, it's more
expensive to stay where they're at right now than to like take action with you. Qualified. That's just really important.
Just make sure they're qualified, right? Decision maker. if they are not the decision maker and they need the
decision maker on the call. So like you can pre-handle pretty much all of these like with ease.
Like literally if you're in the discovery process, you're level three and you're asking about them making that
shift and like who they need to become, you'd be like would you say like now is the right time to actually do this or
like why don't you just like why are we not talking like 6 months from now or 6 months in the past? Like why right now?
And by doing that, by discovering that like why now? We're kind of just like crossing out the timing objection with
the finances surface level one. Just asking how much they make, asking how much they have to spend on
marketing. Spouse, just making sure like the family aspect is covered. Like would your would your
wife support you on this decision? You know, and this is also in the discovery process as well, right? or if
the wife is like, you know, part of the decision-m process in general, like getting her on the call as well, making
sure that they're even qualified in the first place, you know, making sure you actually have
the decision maker before you even go into the call on the call with you. You know, business partners, like like
objections are really really easy to handle, really easy to pre-handle. They're much easier to pre-handle than
they are to handle out out front, right? But I will say they're typically like a vehicle for
limiting beliefs that the prospect has that might not align with your methodology which causes objections,
right? Like they might believe that they need support from their wife or like they might believe that it's not the
right time because of like something in the market just like some limiting belief and it's your job to break that
limiting belief. And but if you get to the identity level, like that level three transformational level, you're
allowed to like like you can quite literally make those shifts in them, right? And break those limiting beliefs
because the key to breaking these objections and like handling them at the end of the call is to first of all
utilize frame and then identity and confidence. So one thing I will say though is that like
80% of all objections are usually smokeokescreen, right? So they simply just cover literally like a lack of
confidence in you, your service or your business. And smoke screens you like I want to talk to my wife like that's a
smoke screen objection, right? That's not the real reason why, right? And
the best way to handle these is just to have more confidence and call out the BS and just the goal is to figure out what
the real objection is behind the smoke screen. You know, cuz they'll they'll throw
something at you at the end of the call. They'll be like, "Oh, I want to think about it."
But the goal is to figure out what the actual objection like what's the actual reason why they want to think about it.
like what is there to think about? And then eventually you find out like, oh, it's too much money or whatever. But
if you aren't able to handle an objection, just keep in mind that the chances are that someone closes on a
follow-up is very, very slim. If they try to walk out of incentive based pricing or walk over you at the end of
the call, you must just say no. And you'll see this in the sales framework, like kind of the incentive based pricing
thing that I have there. Um, this is a good way to kind of like, you know, build that cost of an action a little
bit without actually like doing it in the discovery. But when you're scaling to like a 100 appointments a month,
right, at least even like 100 appointments a week, chasing prospects back and forth and like having all these
follow-up calls is always a waste of hu like a giant waste of time and money because like first of all,
people rarely close on follow-up calls. Like it's almost very rare. Some people don't even like some really good sales
reps don't even book follow-up calls because of that, right? All right. And that's why we say we only do one call
per prospect before we actually pitch them. But when it's only you taking calls in
the beginning, like you only have so much time every single day. So you must fill those precious calendar spaces
with actual calls and not follow-ups because like honestly follow-ups are very very unlikely to close. I used to
have some belief that follow-ups were great and people would close on follow-ups. And so I had this like kind
of unc like just little belief in my head that like I was excited for every follow-up call. And lo and behold, I
didn't really have like almost any follow-up closes just because of mainly that doubt plan
in your head, right? But the reality objections is, you know, they lie on a bed basically of limiting beliefs. And
once again, if we kind of recap on how someone closes and actually meets that action threshold, it's when the
confidence, pain, and desire overtakes the doubt, comfort, and stagnation. So when someone gives you objections, they
just aren't quite yet at that action threshold that we need them to be at. And so all we have to do is bring them
into our frame with confidence, pain, and desire. So let's say we look at this on the
graph, right? We have confidence, pain, and desire. And we have their action thresholds right there. But you'll see
that the intersection right where confidence, pain, and desire overtakes doubt, comfort, and stagnation is not
quite at the action threshold. It's it's close, right? You're almost there, but it's not quite there. And let's say they
give you an objection. Okay? When you handle that objection, let's say there's three, like they give you three
objections. You handle one, you handle the other, and you handle the third one. Then what happens is this.
By utilizing enough confidence, pain and desire with those handles, you move to the action threshold and
they buy from you. Right? So basically, it doesn't really matter
as much what you say in the objection handling process. It's more about having enough confidence, utilizing enough pain
and desire as well to get them to that action threshold. Like confidence is the first word of
that green line because it is key because confidence is literally the only thing that like eradicates doubt
and doubt is inevitably what's going to get them inhibit them from making that decision.
So there's like five actual types of objections, right? We covered like some smoke screens and some other like
objections, but there's five main types and it's money, fear, trust, timing, and partner. So,
every other objection that they give you is pretty much a smoke screen for one of these. And the most important thing that
you understand is that before you go to handle any of them, you have to handle money first.
Because objection handling is like a little bit of an equation. But a simple framework for handling objections you
can use is first just isolating money and then moving on to simply handle the other ones with enough confidence, pain,
and doubt and basically reiterate on the outcome that they can expect to get. Okay? And if you do this enough times,
it'll kind of look like this. Like if you get like I don't know two objections on a call and they're like you know they
give you like the partner objection and like let me think about it as like they say like let me think about it and then
what you do is like you kind of uncover that and figure out what the actual objection behind that is and you figure
out oh it's money and you handle that and be like if I had a duffel bag with $15,000
would you would you would you buy this? like why would you buy this and not something else?
Okay, but like what's the actual reason? Because at this point you like you've already declared that they have enough
money for it, right? You've already done the qualification processes. Otherwise, you wouldn't be on the call
still with them. You would have you would have disqualified them. So once you handle that and it's like, okay, so
it's not really a money thing. What is it? They're like, oh, I want to talk to my wife about it, you know. But the
point is is that like all it is is literally just isolating money and then handling the other ones with
empathy. But be very careful because when you are giving empathy to another person, right? Empathy is a reward. So
do not reward an objection with empathy. Okay? Like by being like I totally I appreciate and I understand that like do
not say that because you are quite literally rewarding that objection. you are
rewarding their BS. Instead, if they give you an objection, be like, "Okay, okay, man." And then
just actually go in and attack it with enough confidence, pain, and desire. So, I went ahead under the uh description of
the video, and I attached a resource on objection handling. So, it's basically a master guide. It kind of goes through
like every single objection that you can kind of experience with more PNA types, especially more like, you know, business
owners. And um I went through like some examples about like how to handle them. But I will say to guys like there is no
way to handle like no specific way to handle objection. There's no best way. It just depends on your sales style and
depends on how comfortable you are with pushing them because the more you push them, the more
you call it their BS. Like really because like there's great ways to handle objections, right? There's
there's it's a spectrum. So, I'll leave some pretty good ones in the description, but at the end of the day,
it really just depends on your sales style. You know, some people are a lot more,
you know, impatient and like less BS. Some people are more like fluffy and kind of, you know,
you know, happy conversation. But you have, first of all, you just have to push them. You have to break it.
You have to realize that, you know, to them that it's and expect that they're going to give you maybe another
one after. And then you just handle that. It's like if you handle one or two objections, you will quite literally,
you know, move that green line up and get it to where it needs to be in order for them to make a decision. That's
literally all it is, right? You just need to keep having more confidence, pain, and desire and keep
eradicating that doubt. So, execution and once again, if you guys need more help specifically on
objection handling, I would recommend just doing mocks with people. And then more importantly the one-on-one coach
the coaching with us and also um using the master resource the description will help as well. So execution
when it comes to actual execution right with these calls we have to be very very intentional and track everything in
these calls. Okay this is very very important that I want you guys to understand. You understand metric
validity at this point like you understand that for things to be considered valid metrics they need
enough volume. And it's no different with sales calls. In order to have valid metrics for sales calls, it's only
possible after taking 30 calls minimum. Okay? So, you don't know your show rate. You don't know your close rate.
You don't know your DQ rate. You don't know your no show. You don't know anything like that until you have taken
30 calls. Not booked 30 calls. Taken 30 calls. If your show raise 50% that means you
have to have booked like 60 booked calls before you know your close rate. Okay. And once again that I mentioned in
sales fundamentals it's like if you haven't hit your goal yet you know with your financial goal or whatever it is.
It's like ask yourself how many sales calls have you actually taken? And if the numbers under 30 then I
wouldn't even ask questions about sales. I would just take more calls. Like you don't need to know all these like
intricacies. You need to just talk to more people. Literally, the more in sales, the more you talk to people, the
more money you make. Like, are you gonna try to argue and say that like if you didn't take a hundred
calls the next few days, you wouldn't become, you know, pretty good at sales and closing deals? Like, obviously you
would. But I'll leave you with the SOP hub and the resources, you know, with the best
methods for tracking sales calls, taking them operationally, going through with trackers, and like all that stuff.
That's all in the description of this video. All right. Do not forget. Go ahead, make a copy. Go down right now.
Set it up. And then you need to track every single sales call. Every time you get a booking, I put it in there. Every
time you take it, right after the call, you update the sales tracker, and then you know and can actually have data for
your performance. So, if you ever have any questions of the actual process, once again, just go
to the SOP hub. It'll give you all the clarity you need. And now, let's go into practice and review.
Practicing is everything in sales. You know, watching your sales calls is very important, especially in order to
improve. And once again, like when I kind of mentioned in sales fundamentals for state management, watching a great
call in the morning and a bad call in the evening is usually a good rule of thumb. But if you rewatch these calls,
you have to, right? Like it's not a negoti like it's it's a non-negotiable. Like you will learn so much from taking
your sales calls and actually learning and improving on them. But one thing I will say is that let's say you, you
know, learn something about, you know, from your sales call and you find something you want to learn and change
and then you only have six calls throughout the next week to test it out on, that is not enough time and calls to
actually solidify that change. If you have one like a person, right, that reviews a sales call with a coach
and finds things to fix, maybe just like one or two major things, and then takes 60 calls or 30 calls in the next week
before the next time he gets coached and learns more, he will have had time to implement that
and to fix that and make it become instinct in the actual process and actually learn from that. The key to
actually learning and improving is to seriously like learn. And I'm telling you, changing one thing
on one call is not enough to learn. Okay? It has to be like 30 to 60 calls. So, this is why call volume is so
important and why I guarantee unless you're booking like 10 to 15 appointments a day, you are not doing
enough. There's no way in hell. So, good rule of thumb once again. Yep. great call in the morning, you know, for state
to kind of get you in the right mood and then a bad call at night. But take notes on these calls, find
things, find areas to improve on and then you actually have to change your behaviors on the next few calls. And not
even just one call, like 60 calls that like I would honestly say it takes like 30 solid calls to solidify a solid
change. But to practice sales, literally just take more calls. Do more m calls. do
practice as much as possible. Literally do like five my calls a day if you're not, you know, doing sales calls because
something that people don't understand is that like I mentioned you need to do a lot of sales calls to make, you know,
something that you learn actually cement in your brain, right? To actually make it become instinct. But those can also
be in mock calls. You know, you can do a ton of mock calls and solidify these changes and like become insanely good at
sales literally in like three to five days or like a few weeks, right? Once again, sales is like one of those skills
that you kind of takes a lifetime to master. I, as well as my sales manager, as well as everyone else that I know
hasn't really gotten even close to mastering it. And um but if you want to hit your goals of like 10, 20, 30, 40,
50k a month, you will have no problem with the resources just kind of doing what we tell you to do, right? But never
stop learning. Keep practicing. Keep learning as much as you can and you should be doing great.
I went ahead and left a resource under this video with call recordings. So, go ahead and listen to this after this
video. So, go down. It's like all the way at the bottom. And you're required to listen to these, right? These are
call recordings of closes and solid examples of the call of these sales calls so you can kind of see what the
process looks like. But another cool like tidbit is that you can use AI tools to review your calls in addition to like
coaching call reviews. um you know that'll give you summaries, that'll give you feedback, things to improve on, and
you can ask it questions. It'll be great. But to become great at sales, you have to be comfortable with sacrifice.
Like at the end of the day, if you're not ready to like remove, you know, negativity and like you're not able to
remove social media and um all of this will really affect your state and your skill set.
But that's the thing, like you have to have state and skill set to be good at sales, right? like you can have a good
skill set, you can be like, you know, constantly be focusing on your skills, but lacking in the state aspect side of
things and like how you show up off the calls as well. And because of that, you will perform much much less in sales. So
remember that growth comes from all of those different aspects and not just being better at sales, right? There's a
lot of things that go into this. Everyone sells differently. Everyone has their own selling styles. It really
depends. But you need to take more calls, get more under your belt so you can improve more and find more of what
works and do less of what doesn't. Roadmap. So from here on out, you need to ruthlessly take calls. Okay? I want
you to become literally addicted to learning. Sacrifice everything. Cut out video games. I don't even if if
you're if you're playing video games and you're in this program, honestly, I should probably kick you out. But
basically, we you need to be comfortable with sacrifice, with social media, with video games, with noise, with all this
stuff because it's like it's really going to hinder yourself. Like you don't realize it, but you think that maybe
sales is all about just your skills, but it's really more about your state and skills and so many other things, how you
show up off the call as well. So, just if you don't believe me, just remember the four types of
communication. So the next videos will go over topics like building sales teams, outsourcing, outsourcing
processes, um culture, management, leadership, just a bunch of, you know, stuff. At this point in the process
though, you have everything you need to have in order to close well. You have the resources, you have literally
everything you need to begin to close at a high level. All you need to do is to work hard and practice more and master
your state and master your skill set. This will take, you know, you might have to watch this video three to five times,
might have to watch the other ones a few times, might have to do hundreds of mock calls, take, you know, 30 to 100 sales
calls. But I promise you, after watching these three videos, if you take, like, not just book, take a
100 sales calls, you will make a lot more than 10K a month. Like, I promise you,
okay? And if you don't message me personally because I will guarantee that you do and that you are like like
there's no way it's it's it's impossible. But also one thing I do want to mention
I kind of forgot to mention is that like the reason why metric validity um with the 30 calls is uh the case is because
like it's very common when you're beginning to take like 25 calls not close anyone and then like the next five
calls you close all five of them right so for regression to the mean to set in you need at least 30 calls because I
will say I didn't close the first like 25 guys right and then I closed like three in
the next five and then I at 10K month at like 50. So, and that's not 50 bookings. That's 50 like taken sales calls where I
sat down and talked to the prospect, right? So, keep that in mind.
Don't really judge your metrics or anything until you've taken 30 calls because that's enough for regression to
mean once again to set in. The metrics are actually valid. So, yeah, but it is your job now to complete hundreds of
reps. Um, continue to learn, be hungry, rise to the level of your mentor, be the best you can be at sales, and uh, yeah.
So, once again, action items for this video. You should have a pitch by now. You should already be done with that.
You should already probably be done with your Scribbles framework, but if not, go complete those two now. And then go
ahead and watch the model calls attached. And if you have any questions, the SOP hub is there for you as well.
So, I hope you guys enjoyed this video. This was a pretty long one, but very, very important and impactful.
Let's crush it. Let's become good at sales and let's hit your goals. >> Not much. You know, I I see a lot of
these, you know, ads and going through I guess I'm just hooked in the painting algorithm for lead generating because
it's been crazy. But I liked I liked your proposal, I guess, in a way. I liked your pitch and you just seem like
a normal dude. I am this the same way. Like I said, we own a cannabis dispensary. were super normal people.
Um, and I just decided in January to open reopening up my pain company um, after about 12 years.
>> Nice. >> Yeah. >> Very cool. Well, it's nice to meet you.
>> Nice to meet you as well. So, I'll let you keep I'll let you have the mic, man. >> Sweet, man. So, I mean, we're not going
to really do anything too crazy. I don't have any crazy like sales strategies. I'm going to try to like
sell you or anything. I just want to like genuinely see if this makes sense. I bite most of the the risk here. Um,
just out the bat, you know that I'm paying ad spend and I'm running paid ads for your company. And I've run ads for
companies for years at this point. So, I know what I'm doing here. I'm just like I want to see if you're a good fit, I
guess, for what I'm offering. And the reason why I'm, you know, kind of steering that direction is because I saw
in your application it said like a 0 to 150 a year in revenue. So, >> I'm assuming the reason for that is
because you're newer here. Like you're just relaunching this again. What were you at kind of before?
>> Probably about a quarter mill. >> Okay. >> That was that was 10 12 years ago, you
know, and we expect that. >> We we're in Florida. We're we're the only painting company on Clear Water
Beach, which is America's best beach. The average income I I can I don't even have to go there. You get it.
>> It's It's pretty crazy. So, >> um there's definitely potential to make a million dollars. I've done that before
in my life, obviously, in the cannabis industry. But, uh, you know, >> if it's not a good fit, then we wait
until it is a good fit. So, again, I don't want to waste too much of your time. I know it's very, uh, valuable,
but I'll let you have the mic. >> Okay, cool. Nice. Well, yeah. So, wait, just why did you, um, if the cannabis
was doing so well, I'm just curious why switch back to painting? >> Yeah. So
we I I create well first of all I had the world's first CBD dispensary and then I created the loophole to the hemp
industry um that really allowed us to have cannabis at a recreational state without
it being recreational um because of the THCA. Um and realistically it's the same as weed. I mean it's the same thing and
it's going away in November. It went away after our government shutdown. Uh that was kind of the fine print that the
hemp the hemp bill was going to be banned and uh by November 11th I believe we're going to have to be out of there.
So I'm going to have to regroup and start my business again. And it I mean I've had a couple nice jobs here, but I
want consistent work. I want to get a bigger team. Um and I do want to hit that quarter million.
>> Okay, cool. Yeah, easy enough. I'm not going to like, you know, do any kind of crazy things here. I just like we can
basically get you a bunch of jobs in the calendar and a consistent like pace here now. I've worked like I said with
companies for a couple years at this point and you're more than welcome to call any of them at this point. Um I
just like basically run ads for companies specifically home improvement companies. So a lot of general
contracting, a lot of roofing, a lot of you know decking, remodeling, some painting here and there. And so like
basically what I do is run a bunch of high quality ads and run it to your local area. And if you said that that's
true, that there's not very many local painters in that area, then we can definitely make a huge impact here when
it comes to running some paid ads. >> Also, also my niche that that really works is we're ecologically friendly,
right? Uh we add essential oils and different organic additives to the paint to create the low voc paint that you can
buy for $80 a gallon. We also put hepailters in all units when we paint. So when you come back to your house, it
smells like sandalwood and not like paint, you know? And and there's no chemicals for up to two years and the
exterior part of it. Um we can paint your home and it'll keep the insects away up to two years.
>> Awesome. Nice. Yeah. Cool. Yeah. It sounds like you guys have your product dialed in there. And I guess how soon
like how recent did you kind of get back into the painting space? Like is it been like just a couple months or
>> Yeah, a couple months. End of January. >> Okay, got you. And what since then around how has it how's it gone for you?
Um as terms of like getting more jobs in the door. Well, I'm calling you. So, uh I honestly I'm still working in the
dispensary and it's quite profitable. But, uh now I'm I'm I'm I'm all in Owen. And um I've done probably six or seven
ex nice size exteriors, you know. Um that's brought in quite a bit of uh revenue, but not that I want. You know,
I would like to have a team of four. I would like to be doing, you know, $50,000 a month. That's what I'd like to
be doing. >> Okay. Yeah. I honestly don't know why we couldn't do that. I mean, at the at the
end of the day, like because I'm paying the ad spend here, um, obviously I have a pretty reasonable rate for most of the
guys and we'll probably go up with time as I increase the spend as well. But we'll likely be spending around like,
you know, between like 60 bucks and $100 a day on my car just to get you in front of homeowners, right? And when you
actually sit down with those homeowners, that is when we'll charge you. So when they book onto your calendar, right? So
that way like both of our setups are kind of aligned there because you know, you see all these people charging like
huge retainers and like doing all this. >> Ridiculous. >> I know. Yeah, it's ridiculous. It's like
are you actually going to be profitable? Like you also don't even know if this is like working yet, you know? So you want
to give it, you know, some time usually, but you're already like $7,000 in, you know, in the hole or whatever the case
may be, right? Yep. >> I already done that already with Thumbtac. That was a waste of time.
>> Yeah, Thumbtac, Angie, all of them were just really bad. >> Yeah, it's a waste of money.
>> 100%. And what's good is like you'll I don't have like a huge team either for this business. Like I'm pretty, you
know, I'm pretty like kind of a oneman band here, which is great for you. >> I love that.
>> Yeah. If you want to reach out for any questions, if you're like, "Okay, oh, I don't like this ad. I want to just like
this isn't working for me right now. Like we need to figure this out." like you can just give me a call and we'll
just figure it out. Yeah. >> Great. >> Cool. So, I'm just going to like keep it
super straight and just kind of show you some results. I think that's probably the easiest thing here.
>> Um, I do charge a little bit of money up front just to get started just because I'm fronting some risk with the ads.
>> Um, so I hope you can like understand that. Now, >> in a, you know, in a perfect world, I
would just have it be, you know, completely free, but >> got to get there somehow.
>> Perfect world, brother. It's not a perfect world. >> Yep.
>> Is what it is. So, let me go ahead and just kind of show you what I've done for some companies here.
>> Sure. >> This is right here is just an ad account. And I'm going to go ahead and
screen share so you can see. >> Um, this right here is an ad account of a company I've been working with for a
couple years. So, like just to kind of show you and give you an idea here, like we've gotten this company over 900
leads. So, like there's proof of concept here. Not only proof of concept, but proof of concept over like a long time
period because I'm looking for long-term partnerships here. >> Yep.
>> It's fun and all. Great. And you know, you know, we'll get you some jobs over the course of the next couple months and
it'll be great. But I want to have someone that I can work with for multiple years to really just like scale
effectively, spend a ton of money on ads, and just really see great results. I mean, they've spent like like I spent
$36,000 on ads, so they better have been profitable. >> Yeah, I would say, man.
>> Yeah, no kidding. So, yeah, we just have tons of ads that we're running for these guys, getting them tons of leads, and we
have some follow-up systems as well with automated messages and automated emails just to help convert those leads and
kind of build that backend system for you to kind of, you know, help you nurture them. We typically work with
bigger companies, right? So that's why like I know like on the application I was a little bit hesitant to like hop on
the call obviously just for that you know initial revenue number but >> yeah then the reason for that is because
like we want to make sure we have sales teams like you [snorts] guys have a sales team in place so like we don't
have to like have AI callers call the leads and you guys can handle that for the most part.
>> Yeah. >> Um but are you pretty like on it when it comes to followup and you're good about
just contacting these people right away? very very very even if even the two review again remember Owen were new but
the two reviews that we have on Google pretty much stated that the personal attention was provided um I followed up
really quickly uh the jobs were done everything that anybody else would want by looking at that lead for their home
uh painter would would be right there so u I think I think really quick at following up I'm also in the music
industry I'm a talent agent so I go over with celebrities and follow them around So, I'm always on the phone. Uh, any
email that pops up, it pops up to my phone. I don't have to look for it. It beeps and there it is. So, again, I plan
on this being a bigger thing. I don't feel um again know if if if it's not quite time yet, it doesn't hurt my
feelings. Um, but I really like your presentation. I like who you are. I like the simplicity of it. I like the, you
know, the track record that you have. So that's just something quite honestly that maybe we'll have to figure out if
we do fit, you know. >> Okay. >> Yeah. No, for sure. I totally I totally
get that. Yeah. And I honestly at the end of the day like if you are already successful because I get a lot of these
calls, right? And a lot of them are like people that aren't making that much revenue but also don't have anything
else going for them, right? So they're just trying to get this business working. So they can't allocate money
and they can't you know >> um for example we'll charge however much we charge per appointment per you know
depending on the client and it's like >> the card doesn't go through you know it's like these little things that are
>> happen with me man. >> Okay cool >> I'm not worried about that at all. I
mean again this is just to kind of have supplemental income as we're transitioning from the cannabis industry
over to the painting industry. Um we don't we're not worried about money for the rest of our lives actually. So,
>> it's amazing. Well, the idea here, yeah, ideally would be like basically we can get ads live for you in, you know,
around 72ish hours. Um, and just start getting some appointments in the door, some leads in the door. Just a proof of
concept. I don't really want to like over, you know, you you see the you see the proof of concept, right? Like
obviously I showed it to you, but like we're not going to get you a ton of leads right out of the gate, right? It's
going to be like a little bit of a gradual process. Um, we're going to start off with lower spend just to see
what ads are working in your market because I'm sure it's beautiful there, but I don't know like what ads are
working yet. >> You can't you don't know until you try. >> Exactly. Right. So, we'll just kind of
see kind of test the waters and then over the course of the next like couple of weeks, we'll scale that ad spin up as
aggressively as you're comfortable going depending on your team size. >> Um, what's great is I find that most
contractors I work with, the issue that they run into is not that they don't get enough leads. it's usually that they
don't have a big enough team to handle them. Um, I mean, that's just what I've seen. So,
>> we'll kind of get to that point when it comes, but I'm going to quickly just show you a little bit like a fun little
pitch deck just kind of give you another idea here and just kind of >> show you my prices and all that so you
can kind of understand how this would work inside of your business. >> Hey, off off hand, do you know how to
take a screenshot in most computers? >> Yeah. Are you a do a Mac or a Windows? >> Windows. Um,
>> I can look it up on Google. I think it's control Windows >> Windows Windows key shifts.
>> Windows key shift. >> And then you just drag it like I think. >> Oh,
okay. >> The visual dragging motion. >> Yeah, it was perfect.
>> Cool. Okay, let me just break this down. I'll show you. You screen sharing my cute face?
>> No, not this time. >> There we go. Dang it. Fire's on the calendar. Not
>> Yes, sir. We got a cute little slideshow. I'm not a big slideshow seller, but like sometimes it's just fun
to pull it out just, you know, to uh >> Yeah, you never know. Anyways, well, this is um a little slideshow for you
just to kind of break down like what we do. Um like I said, in a couple weeks you'll have just a predictable pipeline.
Like that's the most important thing, right? Like if we word of mouth is good, you know, like I've got literally
contractors doing like millions a year just off of word of mouth and referrals. But the truth is is like if you want to
scale predictably, as you know, you need to have some kind of paid ads. You need to like put in I want to put in $20 and
get $60 out. You know, that's that's the idea here. So, um, realistically, we can get you, you know, a known cost per job
as well, just to kind of like know exactly how much we're spending on ads to get you more jobs. And then that way
we can kind of, you know, compare that to the LTV of like your customer and then just pretty much just scale, you
know, increase a ton of ads, get a ton of more jobs in the door. And also this is side of things. Um, I want to do a
campaign for reviews as well. You said you have two Google reviews. I bet you do you have contact information for past
jobs that you did like a long time ago? Um, or has it been too long? >> It's been too long, dude. It's been over
10 years. >> Okay. >> Yeah. Yeah. I Yeah, I was like 10 years
old then. So I I [laughter] get that. Um so we'll go with that. But
yeah, we've worked with lots of people for you know years and years and really great companies and um if you need that
social proof as well, you can always give them a call on our call today. Sartorm is very great guy. Um Don as
well, Atlanta. So worked with lots of guys and we basically just run direct response ads to homeowners. So primarily
using Meta. So, we'll basically run them through Facebook and Instagram. And I typically run them through my own pages
because I have warmed up and engaged, you know, accounts basically that are already trained. So, like we'll get
better results if we run them through my stuff in your location than your own company. But it's up to you, right? If
we want to run it off of your branding, we can. >> Well, I haven't really got into the
socials other than Instagram, which and I haven't put anything into it. So pretty. I mean, nobody's really see I
mean I got like an average of 500 views per video, you know, it's nothing crazy with my Insta. So,
>> okay, cool. So, yeah, we'll probably run it on my stuff then. It'll be nice and simple as well. We can get you launched
sooner. It'll be easier for me as well. Um, yeah, right now we don't have anyone calling our lead like your leads, but I
you can set up like an AI caller if you want. Um, but I would just recommend because you're you you know the the job
sizes are bigger, the market's better, like you need to call. Yeah. >> Yeah. I need to call. I wouldn't I would
elect not to go with the AI thing, but >> 100%. Yeah, it's it's pretty realistic, believe it or not. But like
>> Well, dude, it's only because I have a niche, you know, and if if we are grabbing some leads off that amazing
island, you know, Hulk Hogan's neighbor or something, I want to talk to them because they might know me already, you
know. >> It's a good point. Yeah. Is Clear Water pretty big? Like, is it
>> Well, Clearwater is big. I mean, Clear Water has 125,000 people, but the island the island um is a probably there's
probably 4,000 people on the island. >> And is that where you're looking to run the ads?
>> I would like to just because Yeah, those 4,000 people are most of them have million-dollar houses.
>> Okay. So, yeah, I'm just going to be honest as well, like that's a very small market to run be running ads to.
>> Yeah. >> Um so, >> we can we can run it right across the
bridge, too. I mean, we could run Clear Water and Clear Water Beach. Quite honestly, Clear Water is Clear Water
Beach, so it'll all kind of mend together. >> Okay. I just Yeah. Then I honestly like
we can just basically take like some radius, like a radius of the island and a radius of like the city and just like
plop them both in there and just see what we kind of get from that. And I think that that's probably going to be
the best approach. Um, we can even just do like separate adsets to target and to put different budgets into them as well
just to kind of like, you know, work with it. But yeah, we can get you live in 72 hours hopefully. first sit downs
in three to five days, but I want to be very honest about like expectation setting here, right? Because I'm not
going to get you a job in like three days. I'm just not like it's gonna it's going to more be like a week or two or
like you know >> I'd be surprised we even get like a lead within like the first day or two as
well. Like I just want to make sure you understand that like this is supposed to be a long-term partnership, but luckily
you don't go too into the red. You're not paying me like $10,000 to get started or whatever So, um,
yeah, >> that makes that makes 100%. I don't I don't I don't I don't really want to
take off like crazy. I'm not extremely desperate. I want a long-term partnership. I, you know, come November
when we're done with the dispensary, I would like to have plenty of jobs and rocking and rolling and doing
home shows and all this crazy >> Nice. Yeah, it sounds like ours are kind of aligned there then. Yeah.
>> Yeah, >> for sure. Good. Sweet. And then basically, we have a little bit of a
calculator. We can kind of like run the math. I mean, I'm sure you know, like we'll basically be pretty profitable.
What's your roughly like close rate? And mostly this is probably cold. Um, so it's probably going to be a little lower
um than you know, but >> Well, my close rate right now is about 30 35%.
>> That's pretty Yeah, that's that's realistic. Some dudes some contractors come on these calls like 90%.
>> No, no, you're gonna get to know I'm not like any of those guys. >> Yeah, it it's ridiculous. So, like
basically the cost per Let's see this. So yeah, what's your average job ticket size as well?
>> Um anywhere from like six to 10. >> Okay. Yeah. So I was probably right
around the mark with the eight here. Um yeah, cost book appointment. So we basically charge 147 per per booked
appointment as well, which that's the um kind of booked appointment cost. But basically what you could see like at any
rate here of just like how much booked appointments we give per month per ad spend like you are very profitable. like
these ads that we run are very very good now like >> and the the only like you just need to
know that we've had companies for multiple years and I honestly don't think you can find any other agencies or
like kind of service businesses that do what I do that have can show working with companies for multiple years
especially in home improvement. So >> we run profitable ads and if they're not profitable then we figure it the
out and then they're profitable. So >> I love that brother. >> Cool. Okay, got it. So, that is kind of
the breakdown. Um, basically we'll start you off with probably roughly 10 to 20 booked appointments a month. Um, that's
probably what we'll go with, which will result in probably a couple of closed jobs here and there. Um, but we will all
scale with time to, you know, hit some of those scarier months. Um, but just in the beginning, we'll start off. We'll
get the get some stuff going, get the ball rolling. >> Well, if we get a $10,000 job, I'm just
going to put as much as I can right back into the ads, dude. I that's just it's really simple. Some of these guys are
just like, "Oh, I got to get a new ladder and nothing like that." >> Again, the main thing is to have a
long-term relationship with your with somebody like yourself and by November be ready to be doing $50 to $100,000
months. That's my whole plan. >> 100%. Cool. So, that is kind of the breakdown of the presentation. My
upfront fee, just so you know, totally, I charge 1247 upfront just to get started. you and anybody else.
>> Yeah. The reason why, and I honestly, dude, I don't profit off this at all. Like the onboarding cost and getting the
software set up and getting the ads ran and the credits used to make those like I'm like I maybe make 250. So maybe that
247 at the end of next to the one is probably what you're making, dude. I'm a businessman.
>> Maybe I'll maybe I'll go get a steak dinner tonight. But like that 247 in Fort Lauderdale's got some great food.
But no, yeah, that's what I charge upfront and basically how this next step would look if we decide to move forward.
Um, and it's obviously up to you is we would hop on a call and probably like tomorrow ideally um or maybe even the
day after so I have some time to just build out some stuff to show you as well and then we can get you live on that
next call basically. >> Yeah. Yeah. >> Um I know I know on your introduction
you said to have all spouses with at the you know same time my spouse could not be here.
>> Um so so what I'm going to do I'm very interested Owen. I I've been interested since I saw you. I mean
>> you're you're all over my algorithm. I just can't get rid of you. So >> um I I'm out of all the calls I've taken
in the last seven days probably. >> You're the you're you're the one. you're definitely the one. I have to make sure
that I have all my ducks in line. I need to talk to my partner who's my fiance. I'm sure she's going to say, "Yeah, that
looks great." Um, and then let's schedule a call for tomorrow, maybe the same time. And then we can start rocking
and rolling. >> Let's do it. I love that. Let's go ahead.
>> Time's best for you tomorrow. And >> let's check my calendar, which is getting increasingly more and more full
nowadays. If we can do if we can do before 10:00 a.m. this time, that'd be helpful for us, but not necessity.
>> Okay. Yeah, let's Do you want to Can we just do at maybe 10:00 a.m. instead of where this one was at 11?
>> Yeah, we can. >> Okay, that would be great for me. Let me go ahead and put that in here. 10:00
a.m. tomorrow. I'm just going to move the existing meeting that we have right now booked for tomorrow.
Um, yeah, I'm not going to push like we'll do the same link as well. I'm not going to push like, oh, bro, you got to
show commitment now or anything. Like, I I'm working with long-term, you know, partnerships here, so it's like, if you
want to move forward, we'll move forward. If not, no worries. Um, >> yeah. I mean, again, I'm ready.
>> Recorded. >> Hey, buddy. >> There we go. Hey, Brian.
>> How you doing? This is Paul. >> How you doing, bud? >> Hey, it's nice to meet you. My name's
Owen, founder of Bridge Lake Mania. It is uh great to talk to you guys. Where are you guys calling out of? It's
Georgia, correct? >> Savannah. >> Pennsylvania.
Savannah. Savannah, Georgia. >> Savannah, Georgia. Right. That's on the coast, right?
>> Yes. >> Awesome. I I have one guy in Georgia in Alpharetta, Georgia.
>> Um right up by Atlanta there. So, um real quick, I just want to make sure you guys are business partners, correct?
>> Yes. >> Okay, awesome. So, we're not going to be needed to do any like follow-ups with
other business partners and you guys are your own because I'm just trying to save time here. I have a lot of calls coming
in. Um, so I'm only looking to do like one call per person pretty much straight
straight shooters. That's cool, >> right? >> Awesome. So, why' you guys decide to
take this time with me? >> We we want to see what you have to offer.
>> Oh, yeah. Is that it? Are you guys uh I mean, I don't know. I'm assuming you
see a lot of these ads around. You know what I mean? >> Yeah, we do. We see a lot of them
around. Yeah, I done been with Home Advisors, Angie's, all all that crap. It didn't work out for me.
>> Yeah. Yeah, it's bad. Have you been with Angie before? >> Oh, yeah. Twice. They suckered me twice.
>> Really? >> How did that go? >> Then when I got bought Home Advisor and
Angie bought each other, then there was competition. Then there wasn't. >> Yeah. Now they're like combined.
>> Yep. >> Yep. Okay, cool. So, what are your guys'
goals in general? Like what's what are you looking for out of a partnership that looks like this? Um
yeah, >> I'm trying to figure out what you what you what you what are you doing
different than they did. >> Okay, I got you. What are you guys currently doing right now to get new
work in? >> We're basically word of mouth. >> Okay, so just only only word of mouth,
right? >> Yeah, but we also had a hurricane come through, so we're super
>> Okay. Right. But eventually that's going to slow down. Correct. >> Right.
>> Right. Yeah. That's I was actually in Florida when that happened. I was pretty close to it. I was in Gainesville, so I
had to I had to fly up to Michigan. That's where I'm at right now. Um but just to kind of jump in here. Everything
I do is pretty custom. So I don't really want to throw a bunch of hypothetical numbers at you and see what sticks. Like
I just want to I need to figure out what's going on inside of your guys' business.
um get some more clarity on you guys and then like basically because I don't accept
everyone. I can't I only take two people per state. I already have one person in Georgia. So I got to make sure that you
guys are like straight shooter. You guys are making enough. You guys are crushing it already. Um if it's a good fit,
awesome. I'll show you all my stuff and basically answer all your questions. If not, no worries. But um I'm not looking
to do the let me talk to my dog, my wife, my cat. I just want to look for straight shooters. Um and either you
look if things look good and you guys like what I have to offer, you can even get onboarded on this call today. If
not, we can always part ways as friends. There's no no worries on my end. Um but is it impossible to like come down to
like a solid yes or no by the end of the call today? If you say what I want to hear, yeah,
>> anything's possible. >> Anything is possible. Well, cool. So, you guys are mainly getting word through
word of mouth. Um, why are we on the call today if you guys are getting like more and more busy here?
>> Well, we keep seeing these um ads uh posting about um generating business or whatever the case may be. And but we
don't want to dump a lot of money into something that people are going to just feed to everybody else. You get what I'm
saying? >> So what what's actually going on is you have these companies that are putting
ads out saying that they can generate business or saying [clears throat] that they can pay you per
job or I mean you pay them per job or whatever the case may be and that's fine. But when everybody's getting the
same leads, it's not fine. >> Yeah, totally. Yeah. Yeah. Are you guys You guys have a lot
of experience with that, right? >> Yes. >> Yeah. How How is that like you guys get
people that already have contracts signed, etc.? >> Well, from time to time, you do or you
have five or six different people, five or six different roofing companies going to the same job, you know, about
the same issues. So, I mean, you're not getting any new leads. The leads aren't just being distributed throughout
everything throughout every company in Savannah. >> Yeah. They're pretty much price hunters,
too, as well, >> right? >> Yeah. I get that with a lot of my guys
that have been with Angie and all them. Yeah. I do everything pretty much totally exclusive. So, directly from
your social media accounts. Um, so there's really no way to for me to do that. Like I, like I said, I have one
guy in Georgia, that's it right now. Um, okay. Are you guys aware of like your
cost per acquisition and all these numbers that you kind of need to know or like for example, how much it cost for
you guys to get a new customer? >> That is a different cost. >> Yeah, because you guys are pretty much
word of mouth. So, you don't really have like a like a money like you like for me, for example, for my business, I
spend like $700 to get a new customer essentially. Um, you guys don't have anything like
that yet. >> What do you mean 700? What are you saying?
>> Well, I'm just asking if you guys know how much it cost for you to get a new customer.
>> Don't cost me anything if they call me and I go to their house and sell them a job.
>> Right. Right. >> Okay. Well, how many jobs are you guys doing a month right now?
I mean, well, right now we got four of them this week. So, I mean, you know, it just it's periodically I mean, it's
getting them on schedule at the moment. >> Yeah, totally. Okay. And I like currently month-to-month revenue that's
looking like what? >> 550K. >> Okay. Okay. Month. So, year we can
safely assume it's above, you know, 600 500. >> Yes.
>> Awesome. Cool. And then so like coming into 2024 here or I guess now 2025, what are you guys looking to be at?
Right? Because obviously winter slows down. The election season kind of sucks, but what are you guys looking to be at
um coming into 2025 here? >> That's just kind of like a I want to be as big as I can be. You know what I
mean? >> Yeah. Can you guys take on all that? >> Oh, yeah.
>> Oh, yeah. We can we can Yeah. Awesome. So, you have really no limitation as far as jobs go. You can just take on as much
as come like comes towards you. >> That's right. That's right. >> Okay. Good. Good to know. I understand.
So, all right. Cool. So, how many leads a month are you guys usually getting? I'm
just trying to get a better understanding about you guys really quickly. Um, so far I like what I hear
like you guys are making enough. You guys are doing the right things. You guys are crushing it. seems like.
>> How many leads a month are you guys usually getting just organically, right? >> Well, it's kind of tricky because we got
we work for four or five rental companies, you know what I mean? >> We got we got real estate agents to work
for. They sell something, they buy something, and and that just keeps us busy.
>> Yeah. Contractors. Um >> Yeah. I mean, >> what you need to understand is I used to
own half a roof crafters and then uh I've been in business with PM roofing for six years now and then me and
Brian's open this other company up just so I could we can distribute, you know, what's happening and my son's also got a
company. So, we're kind of like kind of like three companies into one, you know what I mean? So, we're just trying to
we're just >> it's like a hub, I guess. >> Yeah. Yeah, we got like sister
companies. You know what I'm saying? Somebody needs three beds, we got three different roofing companies.
So, I mean that that's basically what we're doing. >> Okay. So,
I'm I'm a little confused then. Like, I guess if you have three if you got multiple sister companies, then like
I mean are you guys distributing the leads to all of you guys or is that how how does that work?
>> Well, one's my son, one's my brother. So, it's it's pretty >> it's just us.
>> Yeah. You know what I mean? >> Yeah. So, >> see, we do we have remodeling as well.
So, we do remodeling, we also do roofing and all of the but all of the companies are kind of merged together.
>> Handle a bunch of different things, but we we handle mostly we handle most of the roofing and then we have another
remodeling thing and um you know, it's just it's a rotating it's a revolving little system that we have. Yeah,
totally get you. >> Okay, that makes sense. All right, so how long ago were you guys with Angie?
Um, and how long were you with them for? >> I was with him for two years, I guess. >> You're with them for two years.
>> How much did you guys make from them? >> Well, the first the first year wasn't bad. I mean, I got some really nice flat
roots out of the deal. You know what I mean? They sent me the people that and then when they merged it got I was with
Home Advisory Any before they merged and then that I would just start getting the same leads this that and the other.
I'm spending $3,000 a month and now I'm not getting anything. Ghost leads, people don't call me back and I just
cancel. >> So that's point. >> Yeah, it's bad. It's hard,
you know, put so much into something and then just to get nothing. Um, okay. Well, I see where you guys are at.
You guys are doing good. Um, it seems like you guys put a decent amount of thought into this.
Um, I guess my question is is that like I mean, because we could have been talking like three months ago when the
hurricane wasn't coming. We could have been talking like three months from now. Like why now specifically? I know you
saw my ad, but like you guys wouldn't be here if you didn't need more work. Correct.
>> This is the thing. This is a new company, me and him open. And he wants >> he want to see what he can get. I mean,
I'm I I think it's all I tell him all the time, don't do that. It ain't It ain't because they always
fail. No matter what we do, they fail. So he's took it upon himself to find you. Find something that don't fail. You
understand what I'm saying? >> Yeah. >> Because you're sitting in Michigan
getting me leaves in my hometown. That that you know what I mean? So that >> I feel that way about it. But he's see
I'm not a computerized guy. I'm horse and buggy. I still write my stuff up on paper. He's going to try to be
computerized. So he's trying to get me into the >> I'm trying to update him.
>> Yeah, he's trying. He's trying to trying [laughter] He Yeah, he's trying to update me like you do your phone. I'm
just setting my ways. I've been doing this for 40 years. >> Listen, this is this is basically the
This is basically it in a nutshell. Okay. When I started roofing, I started roofing with his brother. This I started
at 15 years old. They've been in business long before I ever came into the picture. You know what I'm saying?
So everything that he has going on, he's got going on on word of mouth, on the history of their business and what they
produce for people. Okay? I know that today's generation is all about being on the internet, have helping get leads,
being advertised, being this, being that. And that's just the way things are. You know what I'm saying? So it
what I mean you know and we have a 14y old that's all into computers and d and and I mean you just seeing how much work
these other individuals these new companies are generating and we're trying to figure out how they are
generating all of this extra they're like >> people that we don't even we've never
even heard of in Savannah that are roofing are doing crazy numbers >> and it's before the hurricane. Yeah,
before the hurricane. So, this started this actually started when we opened SEC. We actually opened SEC prior to the
hurricane. It just happened to fall all in line with each other. And so, this is something that I've been searching and I
just I didn't really realize that I was going to put oursel in a situation to where we was going to have a Zoom
meeting today. It was going to happen that quick, but it did. And so, now we're going to take the opportunity to
see what we can get out of it. >> Yeah, no worries. Yeah, you guys definitely came to the right place. my
guys on average in the first 45 days has $60,000. Um, that's what I've seen. So, I mean,
like I said though, you guys have been talking a lot about your stuff, your company. I appreciate all the context. I
just want to preface though that I'm I'm not a roofing professional. Like, I like like you said, like you guys said, you
guys your bread and butter is word of mouth. Your bread and butter is getting those roofs on jobs. You're you know, I
don't know the best jingles. I don't know the best materials. I don't know how to place them. I don't know how to
cut corners. But what I do know is how to market for these companies. >> Okay. Because
>> that's why we calling you. >> That's why that's >> because we don't know
>> me. I'm not I'm not a marketing having a a domain on the all that stuff is just nothing to me.
>> I mean, right now we need additional trucks to help do the work, but what is going on? We're we're ready to to
incorporate all of that into everything. You know what I'm saying? >> So,
>> perfect. So, if everything looked good on today's call, you'd be ready to jump on and like get work.
>> Yeah. >> Awesome. Hell yeah. >> Cool. Okay. Awesome. I took I was I've
been taking a few notes like on the set here. Um you did mention you have like a notepad or something by you, correct?
>> Yes. >> Awesome. Cool. Yeah. So, anything that I say, um, I would recommend writing some
of it down just so you know, like the results of what you guys can expect to get from me, as well as just details.
And at any point, just ask me questions about how things go. Um, or ask me any questions, interrupt me, etc.
>> Context about me when you guys are ready. >> Oh, good. We got loaded on the back of
the dump trailer. We just All right. >> All right. So, context about me really
quickly. Like I said, my name is Owen Renlin. I've been doing this for two and a half years. Did you guys get a chance
to check out the video beforehand? >> No, we did not. We have been We had a lot going on yesterday. And
>> Okay, no worries. I'm going to quickly screen share and show you it just because I like to make sure all the guys
that go through the process of talking to me, you see it. Um,
here's what that looks like. So, basically, it's a video. Um, I'm not going to play the video for you guys all
right now. But essentially, it goes over the fact that my dad is a roofing contractor, etc.
I've budget I've managed over 140,000 of advertising budget. Now, it's about 220,000. Um, I've been seen on the Globe
and Mail, Fox News, Benzingo, Bar Chart, uh, like these articles right here. That's me right there.
Um, and essentially I have just obviously some nice reviews on here, my some guys.
I don't have my Georgia guy on there, but um, it's Don at DJK Restoration. He's in Alfred, Georgia. He's a great
guy. Um, but yeah, so that is just the video I wanted to make sure you guys have seen um or at least just checked
out beforehand. >> Just some social proof to make sure you guys know I'm legit. I've been doing
this for about two and a half years though. Um, like I said, I've been doing it because my dad was a roofing
contractor. He didn't get much work and like you said, I was really good at stuff online stuff and marketing as I
was working with the gym. Um, but basically I can get you guys consistent work, consistent leads coming through.
And I'm going to go ahead and, if it's cool with you, screen share so you guys can actually see my process a little
bit. It's like a three-step process. It's super super super simple.
Let me go ahead and screen share and see if I can Zoom will let me do this here. [clears throat]
Awesome. Okay. So, first things first, what do you guys know about the social media advertising in general?
>> Well, we don't know a whole lot. That's why we're talking to you about this to be honest.
>> That's perfect. Exactly right. Exactly right. Um, first things >> I don't believe in.
>> Once you see how many jobs I can get you, >> the whole world has just revolved into a
social media platform. >> Yeah. And I And he doesn't understand it.
>> I don't get it. >> He got his first Facebook account what, a month ago.
>> Yeah. I mean, I I'm 57 years old and got a Facebook. [laughter]
>> Well, that's why you guys are talking to me, so no worries. Um, okay. First things first, I have three steps in the
process. Okay. The first thing is I do a lot to make sure that these are qualified people that are coming to you.
Okay. So, how that looks is essentially going on Zillow and crossing out the areas that don't
make a lot of money in your area. So, the neighborhoods that don't make a lot of money. And I basically don't target
those specific areas. Okay, that's the first thing. And then the second thing is every time someone
fills out their information on the form, essentially they would have all these text messages just to get them to reply.
The goal is to get them to reply, right? You want a responsive person that's responding to you. Um,
also I take them through a whole qualification process like this, which asks what describes their home.
You get this information, by the way. So even if it's commercial, when they want the project done, how they're hoping to
pay for it, and then then they put their information. So you get all that information obviously about them before
you even contact them at all. The second thing I do is basically I run my ads through Instagram and like you guys
said, Facebook. I'm assuming you guys have seen a lot of ads on Instagram and Facebook. That's
how you me that's how well it works cuz I use it myself. Now you'll see a lot of these ads. This is the third thing by
the way. What I do is I make them video ads instead of picture ads. So you've probably seen a lot of these before
around the area and honestly they look pretty scammy and people don't really click on these. However, people do click
on custommade video ads. So, I will make a 60-second video that has B-roll about basically of companies I've collected
over the years and basically have an offer that says like these guys saved a certain amount of money. Um, since we're
a small company that doesn't have a ton of overhead lugging around, etc. So, what you can expect is essentially
quality leads that actually have the income to spend your stuff getting pushed out on your personal business
pages. So, I'm assuming you guys have a Facebook business page, correct? >> Absolutely not. Not right now.
>> No worries. I actually have a guy a lot of lot of guys that come through and don't have a Facebook page set up yet.
What we do is actually go ahead and set that up for you on another call as well because if you're not capitalizing on
Facebook's like world basically, then there's a lot you're missing out on. >> Yeah, that's what he keeps telling me. I
see all you going, "Man, we got to get we got it. We got a I mean I got guys that work for me got ads on Facebook,
you know what I mean? That used to work for me. They got their own companies. So I've raised a lot of roofers in this
town. >> Nice. Yeah. Yeah. And I I wish that word of mouth and all that was enough now,
but it's just not. So essentially what we would go ahead and do then is get your guys' Facebook
account up and running. obviously get some reviews and testimonials from previous customers
um etc. And once that Facebook is built then I would launch my >> Okay.
>> Now do you guys have any questions about that process? I know that you don't necessarily
>> I'm trying to find out how much does it cost to get the Facebook account started? What normally does it run? How
do we do it? >> Totally. Totally. Totally. Yeah. So I don't charge you guys to get your
Facebook account up and running. Um, I don't mind doing that for free. Now, I do we can run through some of the
logistical things like some of the numbers and everything if that sounds good to you guys. But first of all, like
price aside, elephant shape in the room, whatever the case may be, like is this something that you guys actually are
looking to do? >> Yes, we are. >> Okay, perfect. Okay, awesome. So, first
things first, now is a great time for that little notepad that you guys saw um I saw you guys had. Um
first things first is there is a cost essentially to push that ad out from your Facebook account to your local
area. Okay, this is called ad spend. So basically that ad spend is going to come
out of your cards connected to your Facebook account every few days. And I would start you guys off at 40 bucks a
day in ad spend. Okay? So what this does is like your operating cost or like your material
cost. Like basically like for example for my business I spend $700 a day in ads. Like for you guys I'd
start with $40 a day in ads. It would basically push out to your the radius of your area so people can see your ads.
Does that make sense? >> Yeah. >> I put that much in the machine.
[clears throat] >> Oh yeah. Yeah. It's it's it's not bad at all.
>> I'm playing I'm playing more lottery than that a day. >> As you should. Oh, that's funny. Yeah.
I've That's funny. Okay. Well, anyways. Yeah. 40 bucks a day in ads. That's what I'm going to start you guys off with.
Any questions about ad spend? This isn't money that goes to me. >> Perfect. Okay.
>> Now, for the actual investment with working with us, what I charge is two grand upfront and then 50 bucks per lead
that I get you. So, it's a little bit better than Angie's 350.
Thomas. >> Come with them. Come on. >> You guys know everything you didn't
know. Essentially, what you'll get out of it, though.
>> So, so we start out with we pay you two grand up front. >> Yes.
>> We're going to tie this to one of our business cards, right? >> Yes.
>> Our business account. >> Yeah. I'm just asking. I'm just essentially
I'm giving you two grand then you're going to be $50 for every lead you send me. How many leads do you think you're
going to send me >> out of that that ad budget coming into the winter season? You guys will get 50
leads in three months. >> 15 leads in three months. >> 50.
>> That' be 50. >> Yes. >> Okay.
Okay. >> Yep. >> I'm cool with that.
>> Oh, yeah. >> It's super simple. What we would basically do now is get you on a success
call type of thing, whether that's tomorrow, the day after the setup call. I'm assuming I'll do that with Brian
because he's more of the techy guy. >> Yeah. Not me. I'm I'm I'm the I'm the Roman.
I'm excited because it's going to be funny to see um your reaction to how many leads I can get you online. Um
>> it's going to be awesome. You get them, I'm going to do them. >> That's right.
>> My job is to get them done. Your job is to find them. >> Hold on. Sorry about that.
>> No worries. Can you >> There we go. >> All right. That means all I need from
you guys is essentially a card on file because I'm going to obviously auto bill you for those leads that come through
and I'm going to send you guys um information um as like next steps basically.
So I'm ready when you guys are >> ready. Y >> okay.
>> Um >> I better do this on my not on the paper cuz my my my sheet of paper is like
full. >> Okay. I'mma give you the star number. >> Yeah.
>> But I'm going need you to but I'm going to need you to give me a minute to stop
to this bank. >> Okay. So, you want me to not auto not auto bill you until you let me know?
>> Well, I mean, well, you can do it this afternoon. If you can do it this afternoon after lunch.
>> Oh, yeah. You're I can do it tonight. I can do it like late tonight. That's fine.
>> Yeah, we have to make it to the bank to do some deposits. >> You're good. All good. Don't worry about
it. >> Okay. So, you ready for the card? >> Ready when you are.
>> 4213. >> Okay. Okay. Awesome. So essentially, there's like two things I need from you
right now real quick. When's the next time where you can maybe sit down in front of your computer so we can set
things up? >> Um, damn. Um,
do you work at night? Any >> I work at night, Saturdays, Sundays, holidays.
>> Okay. Which could you do it on like uh can we do it like on a Saturday morning so we can have our uh our secretary sit
down with us and and and we can keep everything all in one computer system. >> Yes, 100%. That would be So you said
Saturday morning, correct? >> Yes. Saturday morning. It's Saturday morning. We don't have anything going on
if you don't >> I also do not. Are you Eastern time if you're in Georgia?
>> I'm Eastern time. Yes. And I'm gonna say if uh how long will this take? >> I would say a safe hour is too safe to
assume. >> Okay. So, would 10 o'clock be too late or too early?
>> 10 o'clock is perfect with me. Yeah, that's awesome. >> Actually, actually, I have a call at
10:45. So, is there we could go like 9:30? Maybe. >> 9:30.
>> Okay. I'm going to put you guys in for 9:30. Um, and then basically I'm also going to
send you a form and then an agreement as well. Okay. So, you're gonna I I'll make sure you guys see that. It'll be in your
email. Let me make sure I have the right email um of you. So,
yeah, a form I need to fill I need that form filled out before that call tomorrow. It'll it'll probably like five
minutes. >> Okay. Um,
let me make sure I have the right email for you guys really quickly though for now. Sammy B 91220005 at Gmail.
>> Yes, we'll update that. We'll update that tomorrow morning, but that's a good that's a good email to write.
>> Okay. Yeah, that's good for now. I will send the form and agreement to that. And then essentially tomorrow what we're
going to mainly do is create that Facebook account and then get me onto it. That's the goal.
>> Okay. >> Okay. Everything makes sense? >> Sounds great.
>> Awesome. I look forward to these next coming months with you. By the way, that everything that 2K and stands for three
months. Um obviously at any point if you guys are finding that like it does it's fine. Like no worries. You
just let me know and we can figure out the logistics with that. But essentially, three months, load you guys
up with leads and then crush it. I'm excited to get you guys online and your online profile built out. So,
>> okay. >> Awesome. >> So, so, so this is a question that I
have. So, after the three months, then we start this process all over again or is it over with or I mean how does the
relationship continue? >> It always continues. I I don't really have guys that leave me ever and because
I I'm just good at what I do. But basically, it would just continue to be that like
that, you know, 50 bucks per lead. Like that's it. So, >> okay. Okay. Awesome. That's awesome. So,
it's just a one time uh I guess family fee, huh? >> Yeah, family fee.
First things first, I want to just say congratulations. Just the fact that you've made it this far in the video is
actually kind of blowing my mind. Um, you are probably going to succeed if it's the case. I'm not going to lie.
Like just having enough willpower to get through a longass video like this, that tells me that you have more than the 90%
of people that don't have what it takes to actually get what they want. You will probably be one of the ones that
actually did it. And honestly, you should feel really proud of yourself because 99.9 probably even more than
that of people will not have gotten this far. Like I genuinely mean that. So now in this video, I want to show you how to
get to 10K or $30,000 a month, anywhere in that range. It's easier than you think, which is great. Most of it's
based on the fundamental videos and having a solid system and booking appointments and closing deals, right?
It's super simple, right? But just for some motivation, here's a screenshot of my first ever $10,000 month, $10,000
month. This was like three years ago, I think. Yeah, 2023, 2024, something like that. As well as my first ever $10,000
week, which was 2024 as well. So, your day-to-day structure to go from 0 to $10,000 a month is literally just
booking appointments every day and continuing to improve at sales, right? It took me roughly 20ish sales calls to
sign my first ever client. So, you need to be very patient with yourself and remember that regression to the me needs
to hit. So, you need at least 30 sales calls or so to see what your clos rate is and to see if there's an issue there.
Now, I'm going to keep this as simple as possible. Book appointments and close deals. That's all you do every single
day. Do whatever you can to book appointments and do whatever you can to close deals. That's from 0 to 10k a
month. Okay? I promise you it's that easy. with the client fulfillment module being as good as it is, like that is all
you have to do to get from $10,000 a month to $30,000 a month. It's all about attacking your specific constraints.
Maybe it's fulfillment. Maybe you don't have a scalable acquisition channel to book more appointments. Maybe you're not
booking enough appointments from your ads. Whatever it is, like you will know your constraint if you pull your
business into metrics and like use the funnel visual that we had in the fundamental flow video and to see
exactly what's holding back most of the water from going through. And oftentimes it's either an appointment booking issue
or it's a sales issue because even $10 to $30,000 a month for this business is not a lot. Once again, if you want some
like actual one-on-one help, I don't offer coaching anymore, but you can become a go high level affiliate to me
and then there's a weekly call that I host with a bunch of people on there. Um, if you want to be a part of those
calls and maybe have a specific constraint that you think I can help solve, then those calls are completely
free. Um, just if you become an affiliate of mine, then you can get access to them. So, you can always hop
on theirs, but continue to refer back to this video for everything um in regards to this business. The fundamentals, how
to scale, how to fulfill, how to run ads, how to sell, whatever it is, just refer back to this video because it
probably had everything. But once again, thank you so much for watching. If you found any value in this video like
whatsoever, like, subscribe. It really doesn't cost anything or take anything from you. Takes maybe a couple seconds
and this video took a long time for me to put together. Share it with others. Like, literally text other people this
video if you genuinely think it can help them. And if you made it this far in the video, comment thanks in all caps
because I'm honestly curious to see like how many people actually get through to this whole thing. And if you want the
resources and documents from this video, um, like bonus-wise, sign up to go high level with my link. And man, that's
pretty much it. So, I appreciate you for watching this video. And yeah, I'll probably just documenting my progress
into scaling my agency. So, I hope you guys enjoyed and I will see you in the next one. So, I hope you have the best
day ever. Good luck. And I'm reading for
This agency model focuses on generating qualified, show-up appointments for local contractors, such as deck builders or plumbers, using Meta (Facebook and Instagram) ads and AI automation. Instead of a monthly retainer, you charge a fee only when a booked appointment actually shows up. This aligns your incentives with the contractor's desire for a predictable flow of high-quality, high-value leads, making it a low-risk, high-value offer for them.
The recommended pricing is 'Pay Per Shown Appointment.' To set your price, first find the contractor's average profit per closed job. Divide that profit by 5 to ensure they get a 5x return on their total investment. Then, subtract your estimated ad cost per closed job. The result is your maximum fee per shown appointment. For example, if a contractor makes $20,000 per job, you'd aim for a fee that provides massive value while being easy for them to justify.
Ad creatives for local contractors should leverage Facebook Ads Library for inspiration, focusing on ads that have been running for 4+ months. For beginners, the most scalable method is using AI tools like Hidesfield to create image ads that mimic winning concepts, such as a grid of before-and-after job photos with a price anchor. For video ads, invest 80% of your effort into the first 1-3 second hook, using psychology like curiosity, relevance, and novelty to stop the scroll.
GoHighLevel is the core software hub for managing leads, automations, and appointments. The key setup steps include: 1) Creating a sub-account (use the provided 'Agency Snapshot'), 2) Connecting your Google Calendar to sync availability, 3) Adding custom values for your agency's info to auto-populate, 4) Setting up a phone system (like Twilio) for SMS, and 5) Building a 'Strategy Call' calendar for booking sales calls. This system allows you to automate follow-ups and AI-driven appointment booking.
The most critical practice is native service delivery: running ads on your own ad accounts and pages, not the client's. This gives you instant onboarding (no waiting for permissions), a seasoned pixel for faster results, and total control to scale spend. The second most important habit is client communication—make your invisible work visible through regular updates, voice notes, and pictures to prevent churn and build trust.
To find potential contractor clients, focus on a micro-niche inside a large industry like home improvement. Avoid saturated niches like roofing; instead, pick smaller ones like fence, concrete, garage doors, or artificial turf. Your primary daily task is to book and close appointments until you have 10-20 clients. Use outbound strategies to schedule 'Strategy Calls' and present your offer of paying per shown appointment.
Scale by pulling the 'More' lever 90% of the time—increase spending on winning campaigns rather than chasing new ideas. Follow strict scaling rules based on ROAS: if ROAS is 2-3x, increase spend by 15-20% every 2-3 days. The key is to never edit a live ad set (duplicate it instead) and only change one thing at a time to know what caused the improvement. As you scale, your role shifts to managing teams and infrastructure to handle the increased volume.
Keep this summary
Save it to LunaNotes and it becomes a real note in your library — editable, searchable, and ready to turn into flashcards or a diagram. Free to start.
Save to LunaNotesOr summarise for another video.
This summary and transcript were automatically generated using AI with the Free YouTube Transcript Summary Tool by LunaNotes.
Related summaries
Start a Marketing Agency: Sell This High-Demand Service to Plumbers & Home Services
Learn how to build a profitable marketing agency by automating lead capture and follow-up for local home service businesses like plumbers, HVAC, and electricians. This step-by-step guide covers market research, AI-powered website building, automated workflows, and pricing strategies to charge $500-$1,500 per month per client.
5 Proven Ways to Get Clients: Personal Branding, Social Media & More
Learn a step-by-step strategy to get clients by building a personal brand, using social media (TikTok, Instagram, Facebook), leveraging LinkedIn, and mastering job platforms like Upwork and Fiverr. This guide covers actionable tips on creating a clear offer, posting daily value content, and turning DMs into paying customers.
7 Profitable AI Businesses to Start This Weekend Without Coding
Discover seven proven AI business ideas you can launch this weekend using free tools like Claude and Zapier—no coding or budget required. From AI workflow consulting to content repurposing, learn how to solve real business problems and land your first paying client with a step-by-step 90-day plan.
How I Made 300K at 22 Selling Digital Products (Simple Step-by-Step Guide)
Learn the exact steps I took to go from a construction worker to generating over $300,000 in digital product sales by age 22. This beginner-friendly guide covers finding your niche, building a no-brainer offer, and scaling without ads or a team.
How We Scaled a Junk Removal Business to $2.5M in 5 Years: Year-by-Year Breakdown & Lessons
Discover the exact journey two brothers took to grow their junk removal company from zero to $2.5 million in sales and 400,000+ followers. This comprehensive breakdown shares the critical lessons learned each year, from first-year hustle strategies to building systems, hiring managers, and optimizing operations. Perfect for aspiring junk removal entrepreneurs and small business owners looking to scale.
Most viewed summaries
A Comprehensive Guide to Using Stable Diffusion Forge UI
Explore the Stable Diffusion Forge UI, customizable settings, models, and more to enhance your image generation experience.
Kolonyalismo at Imperyalismo: Ang Kasaysayan ng Pagsakop sa Pilipinas
Tuklasin ang kasaysayan ng kolonyalismo at imperyalismo sa Pilipinas sa pamamagitan ni Ferdinand Magellan.
Mastering Inpainting with Stable Diffusion: Fix Mistakes and Enhance Your Images
Learn to fix mistakes and enhance images with Stable Diffusion's inpainting features effectively.
Pamamaraan at Patakarang Kolonyal ng mga Espanyol sa Pilipinas
Tuklasin ang mga pamamaraan at patakaran ng mga Espanyol sa Pilipinas, at ang epekto nito sa mga Pilipino.
How to Install and Configure Forge: A New Stable Diffusion Web UI
Learn to install and configure the new Forge web UI for Stable Diffusion, with tips on models and settings.
Found this summary useful?
Take it with you. One click puts it in your own LunaNotes library.
Save to LunaNotes