AI AGENCY FULL COURSE 20 HOURS (2026)
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 owen@gmail.com 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