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AI AGENCY FULL COURSE 20 HOURS (2026)

20:05:11EnglishBy Owen RenslandTranscribed Jul 27, 2026
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0:00

My name is Owen Rensland and I currently

0:01

run a business that makes me just under

0:03

half a million dollars a year helping

0:05

local businesses get more customers with

0:07

social media ads and AI. And since I

0:09

started that business, I've helped more

0:10

than 30 strangers build the exact same

0:12

thing. Some of them are even at 20 or

0:14

$30,000 a month.

0:15

>> In less than 2 months, I've went from

0:17

making $0 in 7 months to now making

0:20

thousands of dollars. I've signed

0:21

multiple clients. This is the best

0:22

program in the market.

0:23

>> And every single one of them learned it

0:25

from the exact series of videos that you

0:27

are about to watch. There are a lot of

0:29

people that have paid over $7,000 for

0:31

this stuff, but today you're getting it

0:32

all completely for free. And here's the

0:34

reason why. I quit charging money to

0:36

teach this because this industry is full

0:38

of [ __ ] of people renting lifestyles,

0:40

selling a dream about a business that

0:41

they don't even run. And honestly, I'd

0:43

rather just put this entire thing on

0:45

YouTube than share a category with that.

0:47

For full transparency, I make all of my

0:49

money from my agency where I help local

0:51

businesses. I make a little bit of money

0:53

from a software that I use as an

0:54

affiliate, but I make nothing from you.

0:56

There is no course link below or

0:58

coaching below. Like this is the course.

1:00

My promise from me to you is that this

1:02

will undeniably be the most valuable

1:04

video that you have probably ever

1:06

watched on the entire internet. And if

1:08

you actually execute this, I mean not

1:09

just in like an hour or two, like the

1:11

entire thing from start to finish, you

1:13

will have everything that the people

1:15

that paid $7,000 had. What they did with

1:17

it was on them, and what you do with it

1:19

is on you. I just ask one thing. Please

1:22

use this information to actually help

1:24

businesses. This can completely change

1:26

your life. It can replace your job. It

1:27

can change your life like it did for me

1:29

and all the others that I've helped. But

1:31

only if you show up with good

1:32

intentions. And just so you understand

1:34

the scope of this, this information

1:35

alone allowed me to go from a broke car

1:38

wash employee making minimum wage to

1:40

making just under half a million a year

1:42

at 20. And I'm currently living my dream

1:44

life. Like I literally this is

1:45

everything I've wanted ever since I was

1:46

a kid. And honestly, this video would

1:48

have saved me years of constant

1:51

failures. So please enjoy it. In this

1:53

video, we're going to cover a ton of

1:54

stuff. First, we're going to go through

1:55

a couple minutes of just background

1:57

stuff, and then quickly jump into

1:59

exactly how to run meta ads and all of

2:01

those fundamental skills. Shortly after,

2:03

we'll do an in-depth breakdown of how

2:04

the software works to convert their

2:06

leads into more jobs and customers. And

2:08

just to give you an example, one of my

2:10

clients has over $4 million in pipeline

2:12

value of scheduled appointments right

2:14

here in this singular sub account. And

2:15

during that, I'll have you build out

2:16

your business, literally split screen on

2:18

the side with me. Then we'll go through

2:20

your niche, your offer, and then some

2:21

fundamentals. And we'll go straight into

2:23

the actual service. Because before we

2:25

actually can understand how to sell this

2:27

service and get clients, you need to

2:29

first understand what you're selling.

2:30

Shortly after that, I'm going to teach

2:31

you everything that I know about getting

2:33

clients, and then you will have

2:35

basically everything you need to get

2:36

this business off the ground. How to get

2:38

clients, how to offer the service, and

2:40

an in-depth breakdown of me doing it

2:41

live in front of you. and most

2:43

importantly, how to also scale and get

2:46

to the next level, make 10, 20, even

2:47

$30,000 a month by helping businesses in

2:49

this way. So, before anything else, let

2:51

me just explain exactly what this

2:52

business actually is. Local businesses

2:55

such as home improvement contractors

2:56

make a ton of money, like 10 to 50K

2:59

every time that someone hires them for a

3:00

job. Literally, one job. And their

3:03

biggest problem is not doing the work.

3:05

Okay? It's getting more work. To keep it

3:07

simple, that's exactly what I sell. I

3:09

sell sitdown appointments with

3:10

homeowners that are actually looking for

3:12

a contractor's service. I'll run the

3:14

company's ads on social media like

3:16

Facebook and Instagram. And with the

3:17

main software we use, we convert a lot

3:19

of those leads that come in from the ads

3:21

to appointments and more importantly

3:23

close jobs for these companies. With

3:25

this business, I don't charge some kind

3:26

of monthly fee for companies to work

3:28

with me. I charge for every shown

3:30

appointment that I get a company. So, a

3:32

sitdown appointment. So, our incentives

3:34

are exactly aligned. And think about

3:35

what that means for the business owner's

3:37

side. He pays a couple hundred bucks for

3:39

an appointment with a homeowner that's

3:40

actually looking for his services. That

3:42

appointment might turn into a $10 to

3:44

$30,000 job. I mean, he would do that

3:46

trade every single day for the rest of

3:48

his life. And that's why I've had

3:50

companies pay me for this service for

3:51

years straight. I mean, I've had

3:53

individual companies pay me over $50,000

3:56

in profit for the time that we've worked

3:58

together. And it's because instead of

3:59

them having to rely on referrals and

4:01

just getting calls, we can get them

4:03

predictable jobs booked onto their

4:05

calendars and make them more money and

4:07

charge a percentage of it. Most

4:08

companies I sign on pay anywhere between

4:10

$2 and $4,000 every single month just

4:13

for these results. Now, here's why this

4:15

works so stupidly well right now. Think

4:17

about the everyday business owner,

4:18

right? Think about some decking company

4:20

that relies completely on referrals,

4:21

yard signs, doortodoor, just getting

4:24

calls, hoping that people are going to

4:25

call. Like my system that runs primarily

4:28

on AI can get them predictable jobs

4:30

month over month and every local

4:32

business in your area has that same

4:34

problem or at least some version of it.

4:36

Like they're just not making enough

4:37

money utilizing social media and AI and

4:40

they know it too. They just have no idea

4:42

on how to fix it. That gap between I

4:44

know I need this and I don't know how is

4:46

the business. By running this business,

4:47

you are the bridge. And the version of

4:49

the bridge that I run, the one in this

4:51

video, is running ads for them on social

4:53

media using AI to help them get more

4:55

appointments because appointments are

4:57

the one thing these guys will pay for

4:58

forever. What's insane though is that AI

5:01

does most of the heavy lifting for this

5:03

business. I mean, it creates the ads,

5:04

the qualifying, the follow-up, the

5:05

appointment booking. Like, all of that

5:07

gets handled by AI. Now, zoom out for a

5:09

second because timing here matters. In

5:11

1998, the internet blew up and most

5:13

people looked at it and thought it was

5:15

some kind of fad. It's a toy. I'll pass.

5:17

it doesn't really mean anything. And

5:19

they watched from the sidelines as the

5:21

people who took it seriously made a crap

5:23

ton of money. And not because those

5:24

people were smarter, just because they

5:26

were bouncing on the right opportunity

5:27

at the right time. I know it, you know

5:29

it. That is where AI is right now. And

5:31

if you look on YouTube or anywhere to

5:32

start some kind of business and make

5:34

some kind of money online, whatever it

5:35

is, it's like see trading, drop

5:36

shipping, Tik Tok shop, but like what

5:38

actually makes sense? Trying to trade

5:40

and essentially gamble your way to

5:42

success or selling products that aren't

5:44

even yours. And with this, you learned

5:46

valuable skills, running ads, marketing,

5:48

sales, client fulfillment, utilizing AI,

5:50

and you'll genuinely build something

5:52

real by solving an actual problem. And

5:54

you have the advantage that these people

5:56

don't, right? Most contractors are 35,

5:58

45, 55, whatever it is. Like, they

6:00

didn't grow up online. Unfortunately,

6:01

most of them can't tell AI from

6:03

autocorrect, but you likely did grow up

6:05

online. Like, they don't understand this

6:07

stuff like me and you do. With this,

6:08

there's no product to buy like drop

6:10

shipping. There's no spending a ton of

6:11

money to try to deliver the service and

6:13

for shipping, whatever it is. The client

6:15

funds just about everything here. And

6:17

your customers are not broke. They

6:19

already make millions of dollars. They

6:20

just need someone to help them amplify

6:22

that. So, that's the model. That's why I

6:24

bet everything on it over the last 2

6:26

years. Now, here's exactly how it

6:28

actually works. So, we run meta ads on

6:30

Facebook and Instagram for companies

6:31

that look just like this. I'll show this

6:33

in a second. convert all of those leads

6:35

that come through on that ad into booked

6:38

appointments using a software called

6:39

HighLevel using the AI systems that they

6:42

offer and then you get crazy results.

6:44

You'll get hundreds or even thousands of

6:47

leads for these companies and it'll

6:48

result in recurring revenue month over

6:50

month. And here's a clip of the actual

6:51

impact that this can have on the

6:52

contracting business.

6:53

>> Sweet. So, just to recap again, just to

6:54

kind of summarize things, we launched

6:56

ads one week ago. We've gotten four

6:57

booked appointments, two shown, one

6:58

closed. It'll click around 37,000 and

6:59

then maybe another one comes through at

7:00

around like 40ome as well in a week.

7:01

>> Yeah. Yeah. The other one I'm not I

7:02

can't really pinpoint when they're going

7:03

to when they would pull the trigger.

7:04

When they move forward and going to go

7:05

with us because it's so complex and I I

7:06

was able to pump their problem out um

7:08

what they need done. We got two more

7:09

appointments we got to see. So

7:10

>> great. That's awesome.

7:10

>> If we can continue to get leads of this

7:12

quality, then we'll be just fine because

7:14

I know at least one of every four of

7:15

these type of leads I'm going to sell

7:16

regard uh there's no doubt

7:17

>> you'll get no leads that aren't this

7:18

quality because we have the

7:19

qualifications so so perfectly set.

7:20

>> Right. Right. Yeah. Listen, as long as

7:22

the customer can afford what we're

7:22

doing, that's that's all we asked for.

7:24

So, uh it's a little bit of a luxury

7:26

product. These two points I saw now uh

7:28

there was no doubt that uh they can

7:29

afford what we're offering. That's

7:30

that's all you can ask for. As long as

7:32

they can afford it, we have the

7:33

opportunity to sell it.

7:34

>> So, that right there is an example of

7:35

one of the clients that I recently just

7:36

started working with, which is a decking

7:38

company. And the thing is is that I've

7:39

worked with companies for the last like

7:41

2 to three years making them literally

7:42

millions of dollars in contract to job

7:45

value. And it's like all from ads that

7:46

look exactly like this.

7:48

>> Getting debt quotes near Hampton Roads.

7:49

Before you sign anything, check three

7:50

things. One, are they a class A

7:52

contractor? Two, are they A+ rated with

7:54

the BBB? Three, are they actually

7:55

certified by the manufacturer like Trex

7:56

Pro Platinum? Miss Even one and you're

7:58

gambling with your biggest outdoor

7:59

investment. We check all three and few

8:00

builders in Virginia can say that. Our

8:01

decks are built to last decades, not a

8:03

few years. With backed materials, backed

8:04

workmanship, and a company that will

8:05

still answer the phone in 10 years. We

8:07

cover every deck project from the Outer

8:08

Banks to Richmond. And every military

8:09

family gets a discount as a thank you.

8:11

Click learn more below and get your free

8:12

no pressure estimate today.

8:13

>> Not only are you going to learn how to

8:15

make ads like that, you are going to

8:16

learn how to convert their leads into

8:17

more customers, how to get clients, how

8:20

to get companies to pay you money for

8:21

this, and ultimately how to scale one of

8:22

these businesses to make anywhere

8:24

between$ 10 and $30,000 a month, just

8:25

like the people that I've already

8:26

helped. So, I'm just recording this

8:27

quick video to explain that you have

8:29

everything that you need to win. Please

8:31

understand that the videos are insane.

8:34

Okay? You do have all of the tools and

8:36

resources in these videos. Okay? It's

8:38

just simply about working, working

8:40

harder, working more, doing more, being

8:43

faster, failing fast, being relentless

8:45

in pursuit of this goal. Because like

8:47

I've accomplished a lot by my age. I'm

8:49

just turned 20, not as much as I'd want

8:50

to, but whatever the point is, it's like

8:52

it's mostly because of my speed and work

8:54

ethic. I can't force you to work hard,

8:56

but if you implement fast and you fail

8:59

fast, so you know, you find out

9:01

something doesn't work, you immediately

9:02

change it and don't look back. And don't

9:04

make the same mistake twice. Please, if

9:06

you learn something, do not make the

9:08

same mistake twice. That's the

9:10

definition of learning. You have to be

9:12

very careful about that. Oh, something

9:14

didn't work. Learn from it and never it

9:16

should should never be an issue ever

9:18

again. But the idea is like you need to

9:20

do way more than what's required. Okay?

9:22

Like you might think you know what's

9:23

required but you don't. Okay, there is a

9:26

reason why it took me so long in the

9:28

beginning to sign my first couple of

9:30

clients to make any money. It literally

9:31

took me like almost about two years to

9:34

make any money online and I had access

9:36

to really good courses but like I wasn't

9:39

fast enough. I wasn't working hard

9:40

enough. I wasn't doing near enough. So

9:42

do way more than what you think is

9:44

required. So that's this video. See you

9:46

the next one. So, in this short video, I

9:47

want to explain to you signal versus

9:49

noise. When you're trying to start one

9:51

of these businesses or, you know, even

9:52

trying to make money online, most people

9:54

are reading books or like watching a

9:56

bunch of short form content, watching,

9:58

you know, a bunch of reels, watching a

9:59

bunch of YouTube videos, just trying to

10:00

figure out like what business model they

10:01

want to go with, what they want to, you

10:03

know, make work, trying to find the

10:04

perfect thing. And that right there is a

10:07

lot of noise, right? That's a ton of

10:09

noise. And by buying this program, by

10:12

being a part of this group, you now have

10:15

a set signal, right? And it's your

10:17

responsibility to put blinders on as if

10:20

you were a horse racing and remove all

10:22

of that noise as you get more firstparty

10:25

data. And what I mean by that is as you

10:27

go grow the business, as you know what's

10:30

working, know what's not, you just have

10:31

more experience by doing it. That's

10:34

first party data. You know, experience

10:36

through doing. The noise should almost

10:38

go to zero. You're not consuming

10:41

business videos online. You're not

10:42

consuming Instagram reels about

10:44

business. You're not doing any of that

10:45

because you're doing the thing, right?

10:47

And the only time that you should be

10:48

experiencing noise is if you need to

10:51

solve a specific problem. But even then,

10:54

you come to me and we solve it. I need

10:56

you to be very careful about this from

10:57

now on. Okay? Because there's infinite

10:59

amounts of noise in so many

11:01

distractions. But from now on, you will

11:04

now focus on the signal and focus on

11:07

building the business and failing by

11:08

doing it and learning based on your

11:10

experience. If you need outside help to

11:12

solve some kind of specific problem,

11:14

you're going to reach out to me or

11:15

you're going to go to the videos in the

11:16

program first and then reach out to me

11:17

after if you can't find it. As you make

11:19

more money, as you, you know, further

11:22

advance your skills of being a business

11:23

owner, the signal goes stronger and the

11:27

noise grows quieter. You know,

11:29

eventually you don't really consume

11:31

content. You don't really listen to

11:33

content. You don't really do anything

11:35

other than what's right next in front of

11:37

you for the business. And that's how it

11:39

should be. So many people continue to

11:42

consume noise. It distracts them. It

11:45

causes them to have shiny object

11:46

syndrome. When the truth is is you need

11:48

to focus on that signal, right? You need

11:51

that first party data. You need to learn

11:54

more by failing. And that's the only way

11:57

that you'll make this work. And another

11:59

thing I want to explain is like how when

12:02

horses are racing, they have blinders

12:04

on, right? For the next 12 weeks, I want

12:06

you to put the blinders on. Okay? You

12:09

know, they the reason why they have

12:11

these blinders on is because like they

12:12

only can see the finish line in the

12:14

race, right? It's the same thing with

12:16

this. Do the same thing with this

12:17

program specifically. For the next 12

12:18

weeks, the only source of non-fiction

12:22

material that you should consume is in

12:24

this program. Okay? No other YouTube

12:26

videos, no Instagram videos, nothing.

12:29

Okay? Let go of everything that you

12:31

think you know already about business,

12:33

you know, unless you're already

12:34

successful. Unsubscribe from all the

12:36

email lists. Close all of the books

12:38

you've been reading. It's just a waste

12:39

of time right now. Remove all the

12:41

videos, podcasts, any other educational

12:44

material from your life. I'm asking you

12:45

to do this. And you know, I truly mean

12:48

it when I say this though, but like

12:49

everything that you need to start your

12:51

business and get your first couple

12:52

clients, scale, get, you know, good

12:53

fulfillment in the door, do all of it is

12:55

in this program, okay? You don't need

12:57

anything else. So, why would you go to

12:59

anything else right now? The way that I

13:00

made a bunch of money is by picking one

13:03

singular mentor, listening to only them

13:05

until I was making that much money. You

13:07

do you truly don't need anything else.

13:08

You don't need anyone else. It doesn't

13:10

mean that like everyone else is wrong by

13:12

any means. There's so many people out

13:13

there with amazing information. I'm just

13:15

saying that like this will work if you

13:18

listen to it, okay? So, don't cross your

13:21

wires with the thousand other opinions

13:22

of other people right now. Just focus,

13:26

okay? Because the signal will get

13:28

stronger with time. You will get less

13:31

urges to doom scroll and figure out, you

13:33

know, find other solutions to things and

13:35

like watch more businessy content of,

13:37

you know, shiny objects. It's like that

13:40

will go away. All of that noise will

13:41

suppress as the signal grows stronger.

13:44

And the only way the single can grow

13:45

stronger is if you get more first-party

13:47

data by doing more, learning more,

13:49

failing more, experiencing more by doing

13:52

it. That's it. So many people never

13:54

understand this because they, you know,

13:57

fail to build in the first place, but

13:59

that's what you're doing by being in

14:00

this program. So, hope you enjoyed and

14:02

I'll see you in the next one. Hey

14:02

everyone, welcome to this short video.

14:04

And today I'm going to break down the

14:05

more better new decision-making

14:07

framework and ultimately like way of

14:09

looking at growth because this has

14:11

completely changed my entire life. I

14:12

mean, my entire way of looking at the

14:14

world is honestly different from this

14:16

framework, which is crazy to say because

14:18

it sounds so simple, but so many people

14:20

forget to understand it. Now, this is

14:22

from Alexi. I can't take credit for

14:24

this, from his $100 million leads book,

14:26

and it's that there's three ways to pull

14:28

the lever of growth, right? If you want

14:30

more customers, if you want to get

14:31

better client results, if you want to

14:33

make more money, these are all different

14:34

forms of growth. Now, to get that

14:37

growth, there's three things you can do.

14:38

You could either do more of something,

14:39

you could do something better, or you

14:41

could do something completely new.

14:42

Something weird about your brain just

14:44

fails to see the simple solution of just

14:46

doing either more or doing something

14:48

better. If you're booking a good amount

14:51

of calls and you're profitable on your

14:53

ads for client acquisition for the

14:56

agency,

14:57

so many people look to do something new.

14:59

It' be like, "Oh, let me do cold email,

15:00

too. Let me do cold calling, too." Or

15:02

like, "Let me do like outbound as well."

15:04

It's like, no, just do more of what

15:06

you're doing or do it better. For

15:08

companies that are at zero to $1 million

15:11

a year, yes, and I fall in that category

15:12

right now as well. It's like you will

15:16

always either do more or better. Very

15:18

rarely will you do something completely

15:19

new. Okay? And honestly, you need to

15:23

really think about this when you want to

15:25

pull any kind of lever for growth. The

15:27

first question you should be asking

15:28

yourself if you're trying to improve

15:29

results of something or fix some kind of

15:31

constraint which at the end of the day

15:32

as entrepreneurs all we do is solve

15:33

problems right so when you look to solve

15:35

a problem ask yourself will doing more

15:38

help and solve this problem and if the

15:40

answer is yes then forget every thought

15:42

about changing your landing page and

15:43

changing your things and changing the

15:45

way you book appointments and doing a

15:46

new niche. It's like forget it. Just do

15:48

more of what you've already been doing

15:50

that's working. So many people see some

15:52

success and start to panic because

15:56

they're seeing success. A good example

15:57

is say someone signs their first client

16:00

for an agency or maybe their first

16:01

couple of clients. Now what they'll do

16:03

is because they're panicking in their

16:05

head, they're like, "Oh my god, I want

16:06

to make sure that these guys get good

16:08

results, so I'm going to stop doing what

16:09

I did to get these customers and just

16:11

focus on client results and do something

16:12

different." Don't do that. Do more of

16:15

what you did to get those customers.

16:18

It's like

16:20

every time that you're looking to grow

16:22

something or looking to fix something or

16:24

looking to fix an ad or any kind of

16:26

thing like that, just do more of what

16:28

works or do it better. Very, very rarely

16:31

do something new. Okay? Every time you

16:34

should be asking yourself, why can't I

16:35

do more? Because volume is 90% of the

16:38

issue. You want to scale. You want to

16:41

make more money. Let's say you're

16:42

running ads and they're profitable.

16:44

Don't do something new. Don't change

16:46

your landing page to get a higher

16:47

conversion rate and a better

16:48

qualification rate. No, if it's working,

16:50

just do more. Literally just double and

16:53

like I wouldn't double it at once

16:54

obviously, but like increase your ad

16:56

spend. Scale your ad spend. If your

16:59

client results are working well, don't

17:02

do something completely new. dude like

17:04

oh my gosh the amount of times I've seen

17:06

someone that's gotten like pretty solid

17:08

client results for one of their clients

17:09

running ads for them and they're like

17:11

primarily on like met ads or whatever

17:13

say like that and they will basically

17:15

think like oh my gosh okay these ads are

17:16

doing great that's great that's handled

17:18

now let me go ahead and do like a Google

17:19

review campaign and like do Google for

17:21

them as well it's like dude why don't

17:23

you just increase the ad spend I mean

17:24

you could literally spend thousands of

17:25

dollars a day in a singular ad sp ads

17:28

set and scale their company up truly so

17:31

many entrepreneurs fail to understand

17:32

more better, new. If you're looking to

17:34

pull a lever for growth and make someone

17:36

more money, make yourself more money,

17:37

whatever it is, solve some kind of

17:38

constraint problem, always ask yourself,

17:41

will just doing more volume or doing

17:43

more solve it? The answer is almost 100%

17:46

of the time, yes. If it's not, then do

17:48

whatever you're doing better. And almost

17:50

never go to new, okay? Just more or

17:53

better. If you're running ads and

17:55

they're working, do more spend. You

17:57

know, if they're not working, do them

17:58

better and then do more spend. Don't

18:01

completely change how you offer things,

18:03

okay? Like more or better. Don't focus

18:07

on new. Use this thinking philosophy for

18:09

making decisions about growth and

18:11

ultimately just making more money and

18:12

becoming more successful. Okay? Once you

18:14

find signal, double down on it. Do more

18:16

of what you did to find success. And

18:18

that's all you have to do as an

18:19

entrepreneur. It's it's simple. It

18:21

sounds simple, but it's like people will

18:22

look for these shiny little objects and

18:24

shiny things and be like, "Oh my god,

18:25

this niche is really good right now. Oh,

18:26

let me jump into this niche." But it's

18:27

like, dude, you're profitable. just do

18:30

more.

18:32

Like what? So, I hope you enjoyed. I'll

18:34

see you in the next one. So, I want to

18:35

record this quick video to explain the

18:36

common pitfalls as to what happens, why

18:39

people fail. Now, here's the thing. It's

18:42

almost never the case that the model

18:44

doesn't work. That's almost never the

18:46

case. It's always because of some

18:47

avoidable mistake. And in this video,

18:50

I'm just going to go over a couple of

18:51

them. First things first is they manage

18:53

ads emotionally. Now, obviously, we are

18:56

running an ad agency. You know, there's

18:58

AI and they're incorporated as well and

18:59

will use AI for pretty much everything.

19:01

But mostly this business is built on

19:03

running ads for yourself, for your

19:04

clients, whatever it is, right? A lot of

19:05

people will sit in Ads Manager and will

19:07

constantly refresh it 10 times a day and

19:09

they'll kill campaigns before they've

19:10

even had time to spend out of emotion.

19:13

You need to let the ads breathe. You

19:15

need to give them time. You need to let

19:17

them run. Okay. Number two, they ignore

19:19

the data. Okay? Instead of following the

19:22

metrics and making decisions off of data

19:24

as you know what's going on, they do it

19:26

based off of feelings, instincts,

19:28

emotions, all that stuff. Like you can't

19:32

act on feelings. You have to act on

19:33

metrics. Otherwise, you're just

19:34

guessing. And if you just guess, you're

19:35

never going to get there. So that's two

19:37

pretty big ones right there. Another one

19:39

is that a lot of people try to stay in

19:41

whatever niche that they're working in.

19:42

So some people have come into the

19:44

program in, you know, roofing for

19:46

example, because that's what I succeeded

19:48

in when I started. Now, the state of the

19:50

market is very different now. You know,

19:52

if you go into roofing right now, it's

19:53

going to be very hard for you to

19:55

succeed. Not because the niche is hard

19:57

necessarily, but because it's so

19:58

competitive. Results are great. You're

19:59

going to get great results over a long

20:00

period of time. It's fine. But if you

20:02

want fast results, then you need to

20:05

niche down. You need to work with some

20:06

kind of micro niche. You need to work

20:08

with a small subset of people inside a

20:10

general larger industry. Like, for

20:12

example, I would say if you're in this

20:14

program, be in home improvement because

20:15

I've been in home improvement for two

20:16

plus years. I've made all my money in

20:18

home improvement, but pick a smaller

20:20

subniche inside of home improvement,

20:21

whether that's landscaping or garage

20:23

doors or home security systems or like

20:25

these small little subniches. If you can

20:27

just take control of one of those small

20:29

industries, you will dominate it so much

20:30

faster and you'll make so much more

20:32

money sooner. Number three, I think

20:34

that's number three, maybe four. They

20:36

overcomplicate delivery. Now, believe it

20:39

or not, it's pretty simple to get good

20:41

client results for your clients. Okay?

20:43

Beginners will try to do everything at

20:44

once and they will completely drown in

20:46

it. So, just follow the basic

20:49

step-by-step delivery process that I

20:50

have in this program. Okay, simple wins

20:52

here. Now, by far the biggest reason as

20:54

to why most people fail is because they

20:56

quit too early. Now, meta ads in the

20:59

beginning are not easy. Getting clients

21:01

isn't easy. None of this is easy because

21:03

honestly, you need to learn marketing,

21:04

sales, fulfillment, client success,

21:06

potential, like all of these different

21:07

skills. And that's a lot especially from

21:10

coming from someone that maybe doesn't

21:11

have as like all of them you know so

21:15

it's just the reality though you know

21:16

the people that you know work at it and

21:19

you know hand off the work too early

21:21

don't succeed so be comfortable going

21:23

through the ugly phase you know collect

21:25

enough data to win and don't quit okay

21:28

because if you quit you'll never get

21:29

there you'll never even get close to

21:30

getting there you know another thing is

21:32

technical failures so making sure that

21:35

the pages are loading properly funnels

21:36

are loading properly inconsistency

21:38

within your ads and funnels as well.

21:39

Like that's a big issue I've seen a lot

21:41

as well. Um service delivery areas. So

21:44

like rushing client results too quickly,

21:46

making mistakes in target areas and all

21:47

this good stuff. Running from sales,

21:49

that's a huge one. It's like if you want

21:50

to grow, you have to get really good at

21:52

sales. You have to build your own sales

21:54

process based on your selling style

21:55

because everyone sells differently and

21:57

you have to call leads consistently, no

21:58

excuses. Make sure you're really adamant

22:00

with follow-up. It's like you can't run

22:03

from these things, okay? You can't run

22:04

also from confrontation on sales calls.

22:06

That's a big one. That's about it. And

22:08

honestly, like this model works well,

22:10

okay? And most failure comes down to

22:11

commitment and just individual drive and

22:15

how much you're willing to do discipline

22:16

with data and understanding like that

22:18

things take time to see real data and

22:21

not cutting corners and really just

22:23

going through the ugly phase. So, I hope

22:25

you enjoyed and I'll see you the next

22:26

one. Now, just a couple things before we

22:27

really dive in here. Please share this

22:29

video with other people that you think

22:31

it would benefit. Of course, only if you

22:32

find it valuable. Also, if you find it

22:34

valuable, leave a like down below,

22:36

subscribe, and maybe even comment your

22:37

thoughts. And also follow me on

22:39

Instagram, which will be in the

22:40

description of this video. And number

22:41

three, please understand that I'm

22:43

releasing this video because I quit

22:44

coaching and I have nowhere else to put

22:46

this information. So, instead of keeping

22:48

this course secret, I'd rather have it

22:49

reach as many people as possible and

22:51

help as many people as it can. Once

22:52

again, I personally make all of my money

22:54

from the agency and not you. Once again,

22:56

is not a link to buy a course in the

22:58

description or coaching or anything like

22:59

this is the course. But keep in mind, I

23:01

do however have an affiliation with the

23:03

software I use. So I will be giving you

23:05

some bonuses if you decide to become my

23:06

affiliate for that. But I don't really

23:08

make that much money from this. It's

23:09

mostly from the actual agency itself.

23:11

I'm just being fully transparent here.

23:12

Hey everyone, it's Onland and welcome to

23:14

Meta Admy.

23:16

This video is the all-encompassing guide

23:17

to running successful meta ads. You

23:20

definitely will watch this video

23:21

multiple times. I would be shocked if

23:23

you didn't. Now running ads is a

23:25

lifetime skill that will pay you

23:26

millions of dollars. Thankfully, I have

23:28

tons of information, years of

23:29

experience, and hundreds of thousands of

23:31

dollars worth of ad metrics to help you

23:32

learn as fast as humanly possible. Now,

23:35

remember that one ad, literally just one

23:37

winning ad, can completely change your

23:39

life. All it takes is one winning ad for

23:42

your clients to pay you 3K a month for

23:44

two plus years. All it takes is one ad

23:47

to make a ton of money and succeed

23:49

massively and completely solve client

23:52

acquisition and get tons of clients.

23:54

This will be the most valuable video you

23:57

have ever seen for running metads. Even

24:00

if you think that you are an absolute

24:01

legend at running metads, that you've

24:03

have, you know, tons of spend, more

24:04

spend than me, still watch this video

24:07

because I guarantee you that this video

24:09

has things that you don't know about

24:10

that could make you way more money. Now,

24:13

for context, this one resource and video

24:16

has taken me more than six months to put

24:19

together. It is 26 pages and that does

24:22

not include any of the resources that it

24:24

includes which are often times 10 pages

24:27

plus. Now you need to understand that

24:30

this video alone is likely worth more

24:32

than the cost of the program altogether.

24:34

This is the combined information from

24:36

everything that I've ever learned from

24:38

to masterminds that I've privately

24:40

attended to specific ad campaigns to

24:44

just like other programs that I've paid

24:46

tens of thousands of dollars for that

24:47

like some 5k a month plus. Like this has

24:50

everything and it's all updated and it's

24:53

all new and all of the information is

24:55

based on the market right now. So in

24:57

this video we will cover ad philosophy

25:00

and mindset, general flow, audience, ad

25:03

components, offer creative, video

25:05

creatives, picture creatives,

25:06

copywriting, destination, funnel/ lead

25:08

form, targeting, live campaign

25:09

buildouts. Yes, we will build a live

25:10

campaign for you. Scaling with data.

25:12

This is going to be the most valuable

25:14

section. All of this stuff is important

25:16

and crucial. Yes, obviously the creative

25:18

section as well. But if you take

25:21

anything from this video, take away

25:24

scaling with data so you understand how

25:27

to track, how to make decisions off of

25:29

data, how to scale campaigns in the

25:32

effective way without breaking things,

25:34

media buying and testing cadence, ad

25:36

math and budgeting, and then winning ad

25:37

examples. Like I said, this will be

25:40

insanely thorough, insanely valuable.

25:42

So, I hope you enjoy and um yeah, let's

25:44

get into it. Ad philosophy and mindset,

25:47

more better new. This is a framework

25:49

from Alex Herozi and it's a philosophy

25:51

that you need to adopt for general

25:53

business and more importantly though

25:54

running ads. It's more better new. So at

25:58

the end of the day there's three levers

25:59

that you can pull for growth. The first

26:02

lever is more. I won't lie 90% of

26:05

business owners fail to realize that

26:07

sometimes there isn't any magical change

26:08

that they need to make to improve things

26:11

but literally just doing more of what

26:12

you're already doing. You know, so many

26:14

people fail to realize that if you have

26:15

a winning campaign and you're signing

26:16

clients, a lot of people add more

26:18

creatives and change things. It's like

26:19

no, just scale. So, a good example is

26:22

let's say you're in KPI and you're, you

26:24

know, which is key performance

26:25

indicators. So, your metrics are good.

26:26

Like, for example, let's say you book,

26:28

you know, three appointments every 100

26:29

messages that you send for something,

26:31

you know, they're doing like outbound or

26:32

something. Now, mo most people do,

26:36

believe it or not, is just change the

26:37

system and be like, "Oh, what if I get

26:39

5%? I get more bang for my buck." But

26:41

the first lever that you want to pull is

26:44

just doing more. If it's already in KPI,

26:46

just do more. Now, whether that's

26:48

spending more on ads, hiring more

26:49

people, whatever it is. Now, the second

26:52

lever you can pull is doing something

26:53

better. So, doing what you're currently

26:55

doing, but making improvements to make

26:56

it better. And the goal here is to get

26:58

more output from the same input before

27:00

you increase the input by doing more.

27:03

So, the idea here is like let's say

27:04

you're running an ad campaign, okay? and

27:06

you're getting a result, but you're not

27:07

getting a good enough result in

27:08

accordance to the metrics that you set,

27:10

right? Because before we run an ad

27:12

campaign, it's important that we set

27:13

metrics and benchmarks of what we should

27:17

be going for. Because without this, then

27:19

we're we're pretty much just running a

27:21

campaign blind. So, if your data is

27:24

worse than the target metrics that we

27:27

set, then the goal, we don't do

27:30

something new. We don't change niches.

27:31

We don't change,

27:34

you know, all this stuff. We make

27:36

specific changes though to improve the

27:38

metrics that are bad you know because

27:40

oftentimes there's one or two things

27:41

that we can pull a thread on and two to

27:43

3x our entire output and that is doing

27:46

better you know making you know pulling

27:48

that lever of doing something better

27:50

before um you know doing more because

27:54

after you pull it and you know it's

27:55

better and your magics are better and

27:56

they're KPI whatever it is and you're

27:58

seeing what you want to see then you

28:00

scale ad spend and then you make more

28:01

money very rarely will you do something

28:05

you. That is the third and the most rare

28:08

lever to pull. This is launching an

28:10

entirely new offer, a new niche, a new

28:12

traffic source. The only time you will

28:15

pull this lever to grow your business is

28:16

if you've completely exhausted more and

28:18

better, which 99% of time isn't done.

28:21

I'll give you a good example. Now, when

28:24

you're running a system, for example,

28:25

like paid ads or I guess like um a good

28:30

example is like YouTube, you know, like

28:31

I currently, you know, record YouTube

28:34

videos to get more clients. Now, for me,

28:39

YouTube has worked tremendously well. If

28:42

you're watching this video, maybe you've

28:43

came from YouTube, maybe you've come for

28:44

something else. And the truth is is a

28:48

lot of people will start to do well on a

28:50

platform and their brain for some reason

28:52

shifts them and be like, "Uh, you should

28:54

probably start focused on Instagram,

28:56

too. You're already taking advantage of

28:56

YouTube. Might as well do Instagram,

28:57

too." It's like, no, do not do something

29:00

new completely separate and add more

29:02

complexity. Just do more of what you're

29:04

currently doing that's working. I don't

29:06

understand why more entrepreneurs can't

29:08

take this approach and actually think

29:09

for themselves with things. When you're

29:11

running an ad campaign and you find

29:13

something that's working well, don't

29:15

keep trying a bunch of crazy new

29:16

formats. Double down on it and do more

29:17

of what you're doing.

29:19

You know, you really need this mindset

29:21

when it comes to business. Okay? When

29:23

you run ads, when you do any kind of

29:24

marketing whatsoever, this has to be

29:27

drilled into your head at all times.

29:29

There should never be a question of what

29:31

else can I do to get more business. It

29:33

should be what can I do? Like why can't

29:35

I do more?

29:37

Okay, I have to do something better.

29:38

Okay, why can't I make it better? and

29:41

then do more. It's always these two.

29:43

It'll never be new. Okay? Only situation

29:47

where it makes sense to do new is if

29:48

you're doing cold SMS or cold calling

29:51

because you don't have the budget for

29:52

ads and then you switch to new. Not

29:54

because you've exhausted cold, but

29:56

because it's just literally it's a new

29:59

system that's better and more scalable.

30:00

So, that's kind of the, you know, little

30:02

caveat or whatever, but more better.

30:05

Very rarely do new. Exhaust more. If you

30:07

if more doesn't work and it's not good

30:09

enough the system, then do better and

30:10

then do more. Okay, that's the

30:12

philosophy you need to do marketing in

30:13

general. General flow. So the general

30:15

flow for running ads is there's an

30:16

audience which is your target market or

30:18

your niche, whatever it is. Then you

30:20

have ad components and then you have

30:22

conversion. So super simple. Your

30:24

audience is the starting part of the

30:26

starting part of the entire advertising

30:28

process. Okay? Every component of your

30:30

ad is aligned or affected by the

30:32

audience. It has to be built around who

30:35

you're speaking to. And it's typically a

30:38

niche, which the definition of a niche

30:40

is literally just a specific subset of

30:41

people you need to buy a shared

30:42

identity, desire, problem, and belief

30:43

system. So, who they want to be, what

30:45

outcome they want, what's stopping them

30:46

from getting there, how they interpret

30:48

the world, otherwise known as like their

30:49

paradigm. Now, before you consider your

30:52

offer or preparing creatives, why

30:53

writing copy or anything else in the

30:54

process, you first need to understand

30:56

your audience and who you're actually

30:58

trying to reach out to and also

30:59

awareness levels. So it's very

31:02

important. This is where everything

31:04

comes from. This is the barrel. So the

31:07

better you understand this part of it,

31:10

everything else gets you know gets much

31:12

and much easier.

31:14

If you understand your audience

31:16

properly, you will never fail to write

31:17

winning ads. You will never fail to

31:19

write winning copy or you know winning

31:21

landing pages, funnels, anything, sales

31:25

even. Like if you try truly understand

31:27

your audience like you're pretty much

31:28

unstoppable. So, when considering to run

31:31

any kind of paid ads, take some time and

31:33

complete this resource. Please trust me,

31:36

when you understand your audience better

31:38

with as much detail as possible. It is

31:41

so much easier to run successful

31:44

campaigns, okay? If you know your

31:46

audience, you will never struggle to run

31:47

successful ad campaigns ever again. Now,

31:50

this resource looks like this. It's

31:52

simply one page of questions and you

31:54

want to answer this in full and this

31:57

will also help you build out your ad

31:59

offer and script out your ads later that

32:01

we have you do in this video if you

32:03

decide to run video ads. But even if

32:05

you're running picture ads, whatever it

32:06

is, like please go into the resource

32:09

section of this video and complete this

32:11

now. Pause the video, come back to it

32:13

after, finish this now. You need to

32:16

understand your audience as best as

32:18

possible if you want any chance at

32:20

getting a good cost per result with

32:21

running ads. The better you understand

32:24

your audience, the better everything is

32:26

from then onwards.

32:28

Audience awareness. So once you

32:30

understand who your audience is and who

32:31

they want to be, the outcome that they

32:33

want, what's stopping them from getting

32:34

there, how they interpret the world, now

32:36

we need to plan out their level of

32:38

awareness so we can kind of decide how

32:41

we're going to offer what we're going to

32:42

offer inside of the ad. So awareness

32:44

determines how you communicate because

32:46

someone who doesn't even realize they

32:48

have a problem will not respond to the

32:49

same message as someone who's ready to

32:51

buy. In other words, your ad should meet

32:53

them where they are in their thinking to

32:55

best get them to make the decision that

32:57

you need them to. So if they're

32:59

completely unaware, right, they have no

33:01

clue that they have a problem or that a

33:03

solution exists. So which is very rarely

33:07

the case with contractors, lead with

33:09

curiosity, story or pattern interrupt.

33:11

focus on getting attention and not

33:13

selling. Okay, this is kind of how you

33:16

want to communicate it if their

33:17

awareness level is completely unaware.

33:19

Now, if they're problem aware, otherwise

33:21

known as if they feel the pain but don't

33:22

know how to fix it, which this is the

33:24

situation that most home improvement

33:26

contractors are in, agitate the pain.

33:28

Show that you understand it better than

33:30

they do. So, you need to hint that a

33:32

solution exists.

33:35

Okay, solution aware. They know

33:37

solutions exist, but don't know which

33:39

vehicle or method is best. Okay, this is

33:41

if they're solution aware. Position your

33:43

method as the breakthrough or you the

33:44

unique mechanism or framework that can

33:46

get them what they want. Product aware.

33:48

They know the type of solution. You

33:49

know, for example, an agency, a course,

33:51

software, but they don't know you're the

33:53

one. So, differentiate here. Show why

33:55

your approach or your offer is superior.

33:58

Use proof, comparison, results. Be

33:59

authentic in your marketing. Be

34:01

different. Differentiate. This is

34:03

important. Most they know you and just

34:06

need the deal or reason to act now. So

34:08

use urgency, scarcity, bonuses, and

34:10

guarantees to close. Um or just results.

34:14

Focus on reducing friction, not

34:15

education. So this completely determines

34:19

how you market to them. Everyone will be

34:22

inside of one of these awareness levels.

34:25

For most of you, it's probably going to

34:26

be in the problem aware, solution aware,

34:28

or product aware. Definitely probably

34:30

not most aware. The reason why, you

34:32

know, personal brands are so

34:36

good is because everyone is most aware.

34:39

They know who you are. They just need a

34:41

reason to act now, right? And that's why

34:43

in the ads we'll start here in terms of

34:45

profitability.

34:47

It is harder to get someone to buy if

34:49

they're completely unaware because you

34:51

have to leave with curiosity, story, if

34:52

the pattern interrupt like the goal is

34:54

to get attention and through that sell.

34:57

But it's hard. ads will end here and be

35:00

less profitable. So the goal is to be as

35:05

close to this pinnacle at the bottom as

35:07

possible given our market. Now we can't

35:11

really do most aware unless you build

35:12

some kind of big home improvement

35:13

personal brand which will take a long

35:15

time. It's doable but will take a long

35:17

time. Product aware they know that the

35:19

solution is out there. Now this actually

35:22

is very few to be honest. But typically

35:27

what happens is the bigger companies

35:30

that we want to be working with. So the

35:32

companies that are making millions a

35:33

year are typically somewhere in between

35:35

solution aware and product aware. Okay?

35:39

They know that solutions exist but don't

35:40

know which vehicle or method is the

35:42

best. They might be already looking for

35:43

some kind of agency. So they know the

35:44

type of solution that they're looking

35:45

for but don't know that you're the pick.

35:47

They are typically between these two.

35:50

Now the companies that are doing a

35:51

little bit less in revenue typically are

35:53

problem aware where they feel the pain

35:55

but they don't know how to fix it. You

35:57

know they don't know how that they need

35:58

to do paid marketing for example. This

36:00

is typically with the older contractors

36:02

and people that don't have you know

36:03

bigger companies. Bigger companies will

36:06

know that the solution is out there and

36:07

also know what they need you know to get

36:10

to the next level. So what I would

36:12

recommend you do in your advertising and

36:13

when you run ads, especially B2B, is

36:16

think in between these two, okay? You

36:20

want to position your method as a

36:21

breakthrough, you know, and unique by

36:23

also differentiating yourself and

36:25

showing why you're better, more proof,

36:27

you know, differentiating yourself by

36:28

showing you're authentic, whatever it

36:29

is, right? So you can use this chart for

36:33

any kind of ads that you run. Okay? I'm

36:35

just giving an example about B2B ads,

36:37

but you can also run the same example

36:39

for B TOC. Right? If someone needs a

36:43

roof replacement,

36:45

they are going to be solution aware.

36:49

Actually, no, they're going to be

36:50

product aware, right? Because they need

36:52

a roofer. They know they need a roofer

36:54

to come, but they don't know that you're

36:56

the pick. So, when you're running B2C

36:57

ads for your clients, differentiate.

37:01

Show why your offer is superior. Most

37:03

people do this through price, which is

37:05

fine. It works. It's proven. But you

37:07

could use proof. You could use

37:08

comparison. You could use results.

37:10

outcomes like there are ways to

37:12

differentiate yourself and we'll show

37:13

you how to do that throughout this video

37:14

as well. So understand how ads start and

37:18

end here from profitable to unprofitable

37:20

based on awareness levels of the

37:22

audience.

37:24

Okay, ad components. So what is an ad?

37:28

An ad is just a form of package

37:30

communication designed to influence a

37:32

specific audience to take a certain

37:33

action. It's based on psychology, latent

37:36

conditioning, pain points, emotional

37:37

triggers of the target audience. The

37:39

actual components of an ad are an offer,

37:42

a creative, a copy, and destination.

37:46

Offer is just the exchange that you

37:48

propose in the ad. So, it's like what

37:49

you're offering to them basically.

37:50

Creative is the actual image or video of

37:53

the ad, like what the ad actually is.

37:55

Copy is the text associated with the

37:57

creative, right? There's usually a

37:59

primary text that goes along with the ad

38:00

telling them to do to do something in

38:02

addition to the actual video or image

38:04

that the ad is. And then finally, a

38:06

destination, which is where you send the

38:07

traffic, you know, to convert them from

38:10

cold to leads, appointments, clients,

38:13

whatever it is. So, an ad offer, like I

38:16

said, is the promise or exchange

38:17

proposed in an ad that captures

38:18

attention, sparks desires, and motivates

38:20

a c a motivates a potential customer to

38:23

take action. In Agency Genesis, we

38:25

learned how to build a winning offer,

38:27

you know, to sell your services. The

38:29

difference between that offer and an ad

38:31

offer is that an ad offer, you're not

38:34

trying to sell them as clients in your

38:36

services, but you are trying to sell the

38:38

next immediate step. I'm going to add

38:40

immediate here.

38:42

Whether that be booking a call, opting

38:44

in, you know, providing their

38:46

information, applying, whatever it is,

38:48

that is the sole goal of an ad offer.

38:51

Okay? The goal is not to sell the total

38:53

dream and have them become clients off

38:54

of ads. The goal is to have them go to

38:56

the next step. Think about it like this.

38:58

Your business offer is what you deliver

39:00

and your ad offer is how you get people

39:01

excited enough to learn more about it.

39:04

So a good ad consists of a dream

39:05

outcome, likelihood of achievement, time

39:08

delay, and then optionally effort and

39:10

sacrifice. Now obviously this is just

39:12

what value is, right? So this is what a

39:14

good ad offer consists of. It's the same

39:16

thing as a normal offer. Um

39:19

but again the only job of a successful

39:22

ad offer is to make someone stop

39:23

scrolling and think, "Oh, I want that.

39:25

How do I get it?" Add offer examples. So

39:29

each offer clearly communicates all the

39:31

aspects of value in one simple sentence.

39:34

We help contractors add 50K a month and

39:35

book jobs or you don't pay.

39:37

Chiropractors fill your calendar with 20

39:38

new patients in 30 days guaranteed.

39:40

Roofers get six new installs in 30 days.

39:42

Only pay per result. Solar companies 40

39:44

60 qualified leads in 45 etc. Like an ad

39:47

offer is literally just like a mini

39:49

version of like what you do in a

39:51

simplified way to display your value to

39:54

the public to show what you do.

39:57

Creative. Creative is everything. Okay?

40:01

This is the bridge between your offer

40:02

and your audience. This is the highest

40:05

leverage thing when it comes to running

40:07

ads. If you have a good creative, then

40:10

you are going to crush it. Your target,

40:14

your targeting, your landing page, your

40:15

copy, literally not none of it matters

40:18

if your creative doesn't make someone

40:20

stop scrolling and, you know, get

40:21

someone to be interested in your

40:22

services.

40:24

The best media buyers are not ad expert.

40:26

A media buyer is just someone who tests

40:27

creative and improves ad performance.

40:30

They work in the ad manager. They're not

40:33

ad experts, okay? They're just

40:35

scientists. They're good at testing and

40:36

they're good at numbers and good at

40:37

analyzing metrics and analytics. Your

40:40

creative determines whether people

40:42

notice you, whether they believe you,

40:43

and whether they take action, which is

40:45

the most pivotal things to running ads.

40:47

So, to get a better CTR or a

40:48

click-through rate or the percentage of

40:50

how many people see your ad versus click

40:51

on it, you will use this resource. Now,

40:54

I will break down this resource later on

40:56

in the video when we go about metrics,

40:58

but this is a very in-depth guide to

41:00

increasing your CTR or just overall

41:03

improving the strength of your ad.

41:06

So, creative research to find examples

41:08

of what creatives to use for your ad

41:10

campaigns, whether it's for your clients

41:11

or you or anything else, use the

41:13

Facebook ads library. So to do this, go

41:15

to facebook.com/ads library. And what

41:18

you can do is on this ad library, you

41:21

can simply look up ads. So if you know a

41:25

good example is like if I want to find

41:26

roofing ads, you know, to get

41:28

inspiration, I can look up roofers and,

41:31

you know, see service delivery ads, you

41:34

know, see people doing I I can basically

41:36

just see ads. And as you'll see, these

41:39

were all launched like February 4th,

41:41

February 4th, March 7th at random times.

41:43

So, what we can actually do is sort this

41:45

and, you know, work with this a little

41:47

bit. And we can go ahead and change the

41:50

filters to be

41:54

active ads from a long time ago to a

41:56

couple months back because if an act,

41:58

you know, an ad has been running for

42:00

four plus months, chances are it's

42:02

probably going to be some kind of

42:04

winner. Okay, so we can see lots of

42:07

examples here that have been add, you

42:08

know, been running for a long time.

42:11

So, we have some, you know, good good

42:14

ads here for clients. We have some ads

42:16

here for client acquisition as well. And

42:20

the point is is like you can do tons and

42:23

tons of research, get tons of

42:24

information about like what kind of ads

42:25

people are running and what's been

42:27

working for people. It's quite easy to

42:29

find winning ads because all you have to

42:31

do is scroll back, right? And that is

42:34

what I mean by creative research is like

42:36

if you are looking to run ads for

42:38

something, whether it's your clients or

42:39

yourself, the easiest way by far to get

42:42

even just a glimpse of an idea about

42:44

what you should be running is just to

42:46

find something

42:48

that's working.

42:50

To do that, find ones that have been

42:52

running for a long enough time. For

42:53

example, this example right here. I know

42:55

this is a winner. This isn't one of my

42:57

clients exactly, but I 1,000% know that

43:00

this is a winning ad because one of my

43:02

best ads for roofing is literally just a

43:04

guy, a bunch of Mexican guys on a roof,

43:07

right, with a price related offer that's

43:08

similar to this one. And in the landing

43:10

page, you know, we can find the winning

43:13

survey. Like this this is good service

43:14

delivery. Like this is what works. I

43:16

mean, it's not as high converting

43:17

obviously because this doesn't have much

43:18

detail, but it does have the same exact

43:19

survey that I use. So it's like an

43:22

agency is running this and it's been

43:23

running for a while, so it's been

43:24

getting a good cost per lead. So, I have

43:25

an idea about like, okay, so this has

43:27

been working. I could probably just make

43:28

a creative similar to this and test it

43:30

out. Same with this one. I've been 20

43:33

years as a roofer. It's been running for

43:34

a while. It's been working well. It's

43:35

just a picture of the the owner. Similar

43:38

looking, you know, landing page. So, the

43:41

idea this is a roofer.

43:43

>> Attention roofers who have been screwed

43:45

over by marketers. You have a list of

43:48

crappy leads that some marketer or

43:50

Angie's list rep sold you that never

43:53

made you any money. me and my highly

43:55

trained USA based call center. We're

43:57

going to call through your old lead list

43:59

and set inperson appointment.

44:01

>> Yeah. So, it's like this is a nice

44:03

looking ad. Landing page is not loading,

44:04

which is a red flag. But we can see that

44:07

the ad is running. So, there has to be

44:08

something working about it. And um yeah,

44:11

like this is what I mean by creative

44:12

research. You can do this for any niche,

44:14

any any kind of ad, you know. I mean, I

44:17

did this for my ATP verification niche

44:19

um because I'm doing a little side offer

44:20

right now to do it, you know, just

44:22

testing it out. And I looked up ATP

44:24

verification, found some examples on

44:25

like what some people are kind of

44:26

running for that process and gave me

44:29

some inspiration and ideas into what I

44:31

should run, you know, like and to give

44:33

you guys an example about what I'm

44:35

running on my personal account, which

44:37

this is not my B2B account, which you

44:39

know, I have that this one. I've got

44:40

some other ones as well, but this

44:42

account right here for ATP verification,

44:44

I'm running, you know, these ads, some

44:45

basic static video ads. I'm running some

44:48

profile visit ads as well. And this is

44:49

all just personal stuff. This is the

44:50

side of the agency, a side of my

44:52

clients, side of all of that stuff. That

44:53

is what I mean by creative research.

44:55

More often than not, ads that have been

44:56

active for more than 6 months are

44:58

winners. If they're not winners, then

44:59

the marketer that has kept them up is

45:00

stupid. Um, proof capturing SOP.

45:04

So, proof is extremely important when it

45:06

comes to marketing and overall growth.

45:08

Okay, I want to quickly break down how

45:10

to collect as much proof as humanly

45:11

possible. I have a simple SOP here for

45:14

you and basically it breaks down how to

45:18

collect as much proof as possible. the

45:20

rules as to what makes proof stronger.

45:23

Proof that's raw over polished is

45:24

better. Proof that's live over recorded

45:26

is better. Showing instead of telling,

45:29

showing lots of mini testimonials is

45:31

better than one huge one like me or

45:34

generic, you know, people trust people

45:35

that look like them. Third party versus

45:37

self-proclaimed reviews. So, you know,

45:40

brand push or whatever you use. Um, and

45:42

if it's real, raw or recent, you know,

45:44

it wins. So, proof capture system, you

45:47

need a system that can basically

45:48

automatically collect proof. I

45:49

recommend, you know, creating some kind

45:50

of Google Drive folder to collect your

45:52

proof because this is really strong in

45:54

ads, you know, to use proof. Um, it will

45:58

always give you new creative ideas and

46:00

differentiate yourself from competitors.

46:02

So, what I would do every single week is

46:04

set a 30-minute block, harvest all video

46:06

testimonials, ask for them, chat, you

46:08

know, messages or Slack wins, so text

46:10

like, "I got my first lead, whatever."

46:11

Five star reviews on Trustpilot. You can

46:14

even set up a go high level automation

46:15

to send Trust Pilot review invites. Um,

46:17

all you got to do is create a Trustpilot

46:19

account, click on the invite, um, you

46:22

know, people to review and then you can

46:24

simply just add that to your automations

46:25

inside of Go High Level. Ask Claude if

46:26

you have any questions, screenshots of

46:28

leads, appointments, book jobs, all of

46:30

that. You want to just continuously add

46:32

to your proof vault. Uh, another thing

46:34

that a lot of people don't do is at the

46:36

start of a client relationship, record

46:37

where they're at, how many jobs they're

46:39

getting right now, what their average

46:40

revenue looks like, what's not working

46:41

for them right now. A lot of this will

46:43

be in the sales call as well, but I

46:45

would actually have you recommend them,

46:47

you know, to do record it separately in

46:49

some kind of selfie form video just that

46:51

you have that access. So whenever they

46:53

hit a milestone, ask right away now

46:55

because when they hit a milestone,

46:57

they're going to be at, you know, some

46:58

kind of emotional high. What a lot of

46:59

people do is they think that only, you

47:01

know, they can only get testimonials

47:02

from clients once they've completely

47:03

changed their life and done like 150k a

47:06

month to a million a month or, you know,

47:08

some crazy crazy results. And the truth

47:10

is is that whenever they get some small

47:12

milestone, their first appointment,

47:14

their first job, their first profitable

47:16

month, whatever it is, hey, can you grab

47:19

your phone? Just record a quick 30

47:20

second win. Just record what's happened.

47:22

You know, like if you do this often for

47:24

each and every one of your clients, you

47:26

will have a pool of proof about the

47:28

entire client journey. You'll have

47:29

videos about when they started the

47:30

relationship, when they get their first

47:32

wins, when they actually scale as

47:34

sitdown ones. And then like that is the

47:36

most heavy, you know, most powerful

47:38

marketing that you have because you can

47:40

turn that into ads. And for

47:42

testimonials, here are some questions

47:43

that you can ask them. What happened

47:45

before you joined? What made you join?

47:46

What happened after? What results did

47:47

you see? How do you feel now? And what

47:49

would you recommend this to or who? Use

47:51

this for ads, emails, processes, pre-all

47:54

videos, landing pages, automations, show

47:57

up processes, like everything. You can

47:59

use this proof everywhere. Okay, just

48:01

front it everywhere.

48:03

Okay, so video creatives. Now, creative

48:08

consists of three pillars. Hook, body,

48:10

CTA. All right. Now, to demonstrate the

48:13

importance of these three pillars, here

48:15

is the time distribution and importance

48:16

distribution. Now, most ads and we're

48:20

starting with video ads right here,

48:21

right? Are around 2 minutes long. You

48:23

know, that's the typical amount. Some of

48:25

them are longer, some can be shorter,

48:26

whatever it is, right? But that's the

48:28

average. Now, the first 0 to 5 seconds

48:31

should most likely always be the hook.

48:34

Okay, that's always the first thing.

48:36

After that, it's the body. Then it's,

48:38

you know, the CTA. You can even sprinkle

48:40

CTAs throughout. Now, importance

48:42

distribution, 80% on the hook, 20% in

48:46

the body, and basically nothing. 0% on

48:49

the CTA. Okay?

48:52

Now, when you make ads, especially video

48:55

ads, this needs to be what you think

48:57

about this importance distribution. You

48:59

should spend 80% of your time on hooks,

49:02

20% in the body. The hook is by far the

49:05

most important part of any ad, whether

49:06

it's B2B, B T B T B T B T B T B T B T B

49:07

T B T B TOC, whatever it is, right?

49:08

Especially video ads. The hook is the

49:11

main determining factor of success. 95%

49:13

of people who look at an ad or video on

49:15

social media. It takes literally 0.1

49:18

seconds to decide whether or not they're

49:19

going to watch it. Think about when you

49:21

scroll if you do or if you're not,

49:23

whatever it is, like people do, right?

49:24

And when they do, they scroll fast. No,

49:27

they constantly go from video to video

49:28

to video. Attention span now is at an

49:30

all-time low, especially because of

49:32

social media culture. So that is why the

49:34

hook is by far the most important part

49:36

of any ad. you the only goal of the hook

49:39

is just to get them to watch the next

49:40

couple seconds. Like convince them to

49:42

watch the next couple of seconds.

49:44

Realistically, all you get is one to

49:47

three seconds to completely earn

49:48

attention. So, just please do not

49:51

understand the importance of not only

49:52

having a good hook, but more

49:54

importantly, testing a bunch of hooks. I

49:57

mean, that's probably the most common

49:58

problem people face when attempting to

49:59

run successful like video ads. They just

50:01

don't test enough hooks. And yes, in

50:03

this video we will talk about how to

50:05

test hooks, how how to budget each one,

50:06

how to structure it out in the campaign,

50:08

everything. Making decisions like how to

50:10

actually determine which one is a

50:11

winning hook, how to double down on it,

50:12

how to make ad changes, how to scale

50:14

that, everything in this video. Hook

50:17

psychology. So hooks work because they

50:19

trigger one of these, you know, one or

50:21

more of these psychological levers.

50:23

Curiosity, so there's a gap between what

50:25

they know now and what they, you know,

50:26

want to know. Relevance, it feels

50:29

personal. If you're a roofer, roofers,

50:31

you know, whatever it is, got like

50:33

flashbacks and saying roofers. Emotion,

50:36

desire, fear, pain, anger, pride,

50:39

surprise, proof, immediate credibility.

50:41

We added X amount to, you know, in 30

50:43

days to a company. Novelty. It feels new

50:45

or different, not like everyone else.

50:49

Everything, you know, everyone in this

50:50

space, everyone that runs some kind of

50:51

agency or, you know, run ads, like, you

50:54

know, oftentimes there's a lot of

50:55

competitors, right? They're usually

50:56

promising the same thing. Your hook

51:00

should repackage the familiar in a

51:02

fresh, emotionally charged way. Okay? If

51:05

you ever need a hook idea, try one of

51:07

these. I will talk, you know, through

51:09

specific examples based on awareness

51:11

levels, but stick to novelty with hooks.

51:15

Okay? All of these are great and

51:17

amazing, but novelty is by far the

51:20

highest lever, highest performing lever

51:23

that you can pull here. Okay? people

51:26

just go crazy about the emotion, but

51:28

with home improvement contractors,

51:31

you know, that's what this is tailored

51:33

for. Obviously, you can change depending

51:34

on what who you're working with, but

51:37

oftent times proof and novelty is where

51:40

you want to stick in for, you know, have

51:42

your hook be for ads.

51:44

So, hook examples and awareness. Like I

51:47

said above with the offer awareness,

51:48

it's the same thing with hooks. You

51:50

know, I want to break through and break

51:53

down every single one of these. The same

51:54

goes for body, the same goes for

51:55

everything. Um, it's important that you

51:57

understand that it should change

51:58

depending on like your awareness level.

52:01

So hopefully for your ads, for your

52:02

niche, you've determined an awareness

52:04

level. Oftent times it's usually between

52:05

solution aware and product aware. So

52:07

that's where we'll stick to for the

52:08

hooks as well. But once again, if they

52:11

have no clue that a problem or solution

52:12

exists, good examples of how you can use

52:15

this in ads. One of our contractors went

52:17

from being knocking 10 hours knocking

52:18

doors 10 hours a day to being booked out

52:20

six weeks in advance using X system.

52:22

Problem aware. They feel the pain but

52:23

don't know how to fix it. If you're

52:24

still relying on referrals, that's why

52:26

your schedule's empty. If you're buying

52:27

leads from Home Adviser and Angie,

52:29

you're being robbed. Here's why. Now,

52:31

the thing is is like these aren't that

52:33

strong.

52:35

They just aren't that strong. And it

52:37

goes back to that pyramid of strength

52:39

here.

52:41

It doesn't make hopefully this can give

52:43

you clarity on like how to make your ads

52:45

and structure your hooks and script

52:46

these out if you're doing video ads.

52:47

Because you know if you're doing hooks

52:50

that are completely aware or problem

52:51

aware it's like you won't get as good a

52:52

performance if you're doing solution

52:53

aware and product aware. And this is why

52:54

it's so important to understand your

52:56

audience. So solution aware and they

52:58

know the solution exists but don't know

52:59

which vehicle or method is best. Forget

53:02

chasing shared leads. Forget relying on

53:05

word of mouth. Our ad system will bring

53:07

you book jobs directly to your phone.

53:09

They understand paid ads probably for

53:11

the most part especially bigger

53:12

companies. So you'd probably more be in

53:14

the product aware section. Okay. Okay.

53:16

And this is where you stick to proof and

53:18

novelty,

53:20

you know. And a good example of this is

53:22

we help roofers add $50,000 a month just

53:25

like Tim and book jobs or we literally

53:27

work for free until we do. Most

53:30

contractors rely solely on referral, but

53:32

our clients get book jobs directly from

53:34

ads and we guarantee it. You know,

53:35

whatever it is, right? Product aware

53:37

hooks, novelty, and proof is what you

53:40

want to stick with for home improvement.

53:43

Most aware oftentimes they don't know

53:45

who you are. So, this probably won't

53:46

work. Um, but if you have a personal

53:48

brand, this would work well like last

53:49

call to claim your area. Once we onboard

53:51

a roof in your city, we won't accept

53:52

anyone else. Um, this is more typically

53:55

used when people are most aware when

53:57

they know who you are. Um, you know,

54:00

right here, they know who you are. They

54:01

just need to know a deal, reason to act.

54:03

Now, this is why what you want to stick

54:05

with for personal brands already know

54:06

you have a product solution, you know.

54:08

Okay. Body. So, the body is the meat of

54:12

your ad. It's the part that connects

54:14

your viewers's pain to your solution.

54:16

And if the hook sells attention, the

54:18

body sells logic, proof, and

54:19

possibility. Like obviously the hook is

54:21

to sell the attention to get them to

54:23

watch more, right? But the body sells

54:25

the logic, proof, and possibility

54:27

actually, you know, showing interest in

54:29

this. So for the, you know, the entire

54:30

goal for the body is to identify the

54:32

pain clearly, name their situation

54:33

better than they can. So you understand

54:35

them. This is why understanding your

54:36

market and your audience and your niche

54:38

is important. Two, introduce the

54:40

mechanism or system. You know, show how

54:41

it works simply. you know, keep it

54:43

outcome oriented and then prove it's

54:45

real. Use data, stories, case studies,

54:46

examples that make it believable.

54:49

Understand that you don't need to

54:50

explain how your system works. You just

54:52

need to show what it does and why it

54:53

works for people like them. Okay? I

54:55

think people fall into the trap often

54:57

times where they explain so much about

54:58

the process and it doesn't do any good

55:01

for them. You know, that could do well

55:03

for the technical audience, but if

55:05

you're selling to 60-year-old home

55:07

improvement contractors that have been

55:08

business for ages, they don't care about

55:10

your AI caller.

55:13

They care about how many jobs am I going

55:15

to be able to get? Has someone gotten

55:17

jobs before that's been like me in my

55:19

market and will it work for me? You

55:22

know, you really need to make ads in the

55:24

eyes of your audience.

55:27

Body structure. Not everybody is built

55:30

the same way, but everybody will have

55:32

these four aspects in some order way.

55:35

One, pain or a problem. Relation. Talk

55:38

about the struggles your ideal customer

55:40

faces. Reframing. solution. Explain

55:42

what's actually wrong and what fixes it.

55:45

Revealing or proof. Show a specific

55:46

example, stat, or story that makes it

55:48

believable. And then remind or action.

55:50

Tell them what to do next and what

55:52

happens when they do. Now, here are some

55:54

body examples. I'll read through a

55:55

couple. Relate. If you own a decking

55:58

company, you know the worst part isn't

56:00

the work. It's the feast or famine

56:02

cycle. It's being slammed all summer,

56:03

then dead quiet the second that weather

56:04

turns around. Scraping for jobs off

56:07

referrals and the occasional Angie lead

56:08

that 10 other builders already called.

56:10

Okay, that's the relation. They feel

56:12

heard. They feel like you understand

56:14

their situation better than they even

56:15

do. Reframe. This right here is the

56:18

solution. Now, here's what's actually

56:21

wrong. You're relying on leads instead

56:23

of booked appointments. A lead is just a

56:25

name. We run the ads, qualify the

56:27

homeowners on project size and budget,

56:28

and you and only drop them on your

56:30

calendar once they've agreed to sit down

56:32

for an estimate. So, you're not chasing

56:34

anyone. You're showing up to people

56:35

ready to build. Okay, that's the

56:37

reframe. After that is reveal or the

56:40

proof. This is a calendar of a deck

56:41

builder we work with. 11 qualified

56:43

estimates booked in two weeks. Everyone

56:46

is a homeowner that's serious about a

56:48

new project and literally in the middle

56:49

of the slow season.

56:52

So this is when you show your proof and

56:54

show that it's actually possible for

56:55

them. And then action. So what's going

56:57

to happen when they you know book a call

56:58

or you know you know what to do next. So

57:00

instead of praying for referrals, you've

57:02

got a steady stream of real estimates on

57:03

the books year round and you only pay

57:05

when the homeowners actually show up.

57:07

tap below to see if your area is still

57:08

available. That is a great example of a

57:10

body. So you would basically lay the

57:12

hook behind this right, you know, before

57:14

it and then the CTA after which um this

57:17

is the CTA right here. So super simple.

57:20

That is how to make a winning body. If

57:22

you want another example, you can see

57:24

the roofing example there just like

57:25

this. So CTA is just the call to action.

57:29

You know, obviously it's not important,

57:31

so we're not going to take time on it.

57:32

Book a call, apply down below, get an

57:34

estimate, etc.

57:36

So, now that you understand everything

57:38

that you need to know about creating

57:39

successful video ads, it's now time to

57:41

write your first batch of ads if that's

57:43

what you're looking to do. Let's get

57:44

past this part if you don't want to

57:46

worry about video ads and you can go

57:47

through creating your ads. But, um,

57:49

similar to most things in business, you

57:51

learn and improve by doing it. My first

57:52

ever video ads are terrible comparison

57:55

to what they are now. Writing your ads

57:58

resource. Okay, honestly, I would

58:01

recommend scripting out your ads. That's

58:03

the first step to any successful ad

58:05

campaign. So, the purpose of this

58:07

document is to provide you with copy and

58:09

paste systems that you can use to

58:11

basically write your ad script. The goal

58:13

is to get a 5x ROI on these ads in 60

58:16

minutes or less.

58:18

So, this worksheet will require some

58:20

deep thinking, but it will give you the

58:21

framework that you need to speak

58:22

directly to your most ideal clients. You

58:24

could use this in accommodation to chat

58:27

or claude. That's what I would

58:28

recommend. So, all you have to do is use

58:31

the audience resource that you might

58:33

have already filled out. Just copy and

58:34

paste it here. Two, worry about the

58:37

offer resource. So, this is your

58:39

specific offer. But the truth is is that

58:41

like it's probably quite easy to make

58:43

your offer, it's probably pretty

58:44

one-sizefits-all. And what I mean by

58:46

that is if you go to the awareness

58:47

levels aspect of the offer, we're

58:49

between solution aware and pro product

58:50

aware. So, you can just make something

58:52

along those lines similar to there based

58:54

on the examples that we already have in

58:56

the offer section, which look just like

58:57

this. Super simple. And then once that's

59:00

done, then you can basically do the hook

59:03

creation, which gives you examples of

59:05

like hook awareness levels and stuff,

59:07

which you're probably in between

59:08

solution aware and product aware for the

59:10

most part. With hook creation, you can

59:12

use the hook examples resource. So I

59:14

have six hooks or six ideas of winning

59:16

hooks. One, two, three, four, five.

59:18

Okay, five. Ask a question. Make a big

59:20

promise bold, you know, claim. Call out

59:23

your ideal customer or profile. Qualify,

59:26

disqualify, act on the problem. You can

59:28

use this resource to help you craft out

59:30

a winning hook and then write I would

59:33

write hooks for your specific audience

59:36

awareness level whatever that is. Most

59:38

of you guys will be in the solution

59:39

aware um problem aware area um product

59:42

aware whatever it is. So I would write

59:44

out your winning hooks here. Don't be

59:46

lazy about this because like I said

59:48

hooks are 80% of the effort here. Step

59:51

four is to craft your body/cta. So once

59:54

again we have all the four aspects that

59:56

you should cover and we have the body

59:58

examples resource. So you can use this

59:59

to you know create your body with two

1:00:01

examples of mine. So you can copy and

1:00:03

paste them here and then once it's done

1:00:05

basic CTAs and then you have your bodies

1:00:08

too one and two and then you could write

1:00:10

your copy which honestly I'd recommend

1:00:11

using chatbt and yes we will cover copy

1:00:13

soon. You could use AI to make that.

1:00:16

Then you have your ad script. So you can

1:00:18

put all of the hooks that you have, as

1:00:19

many hooks as you want, the body CTAs,

1:00:22

because in the beginning, if you're

1:00:23

running video ads, I would recommend

1:00:24

testing 20 or so hooks and two or so

1:00:26

bodies. And a lot of them will stand out

1:00:28

to you specifically, and we will explain

1:00:30

how to actually test this, how to budget

1:00:32

it properly, how to set your budget

1:00:34

based on like what your goals are. We're

1:00:36

going to cover everything. Creating your

1:00:38

ads. By now, you have your ads scripted

1:00:40

out and ready to record if you're doing

1:00:41

video ads. If not, don't worry, just

1:00:43

wait because we're going to talk about

1:00:44

picture ads and different kinds soon. If

1:00:46

you're just watching to learn, then keep

1:00:47

watching. Anyways, here are a couple

1:00:49

recommendations for filming and stuff.

1:00:51

So, I personally have an Aperture Light

1:00:53

Dome 3 with a Sony FX3 and a E1.1 um 11

1:00:57

millimeter Sony lens. Probably about

1:00:59

3ish K total for this setup. 3.6K,

1:01:01

whatever it is, um with a Sure SM7B for

1:01:04

my mic. So, that's what I have. Um it's

1:01:07

kind of the guru setup, if you will. But

1:01:09

if you're bootstrapping it, just get a

1:01:11

simple tripod for your phone. Okay? It

1:01:13

could be simple just like this. Make

1:01:15

sure, by the way, when you're running

1:01:16

ads, you're running them native to the

1:01:17

platform. So, you'd probably record, you

1:01:19

know, upright videos. In addition to

1:01:22

that, you can get a simple tripod, a

1:01:24

teleprompter app. On the iPhone, you can

1:01:27

get this one or the other one, I

1:01:29

believe, is just called teleprompter.

1:01:31

And this is overpowered because you can

1:01:34

Yeah, this is the one that I use

1:01:35

personally that's on my phone is that

1:01:37

you can record videos with 4K just like

1:01:39

as you would normally with text that

1:01:40

goes on the screen so you can read it.

1:01:42

So you can really script record ads.

1:01:43

This is really good for handheld stuff

1:01:45

and also stuff that's on a tripod. Okay,

1:01:48

audio as well. This links directly to

1:01:50

your phone because having good audio is

1:01:51

very important when you record ads.

1:01:52

Okay, you don't want just the basic

1:01:54

audio. I personally use my mic. And then

1:01:56

I also have a Digi Pocket microphone

1:01:59

which I believe is what is that? Digi.

1:02:02

Yeah, I have these ones right here. Um,

1:02:05

so you can get those as well. Those are

1:02:06

the better ones. And then this is like a

1:02:08

solid setup if you're pretty if you're

1:02:09

more serious about this. This is the

1:02:11

best entry camera for, you know,

1:02:14

content. It's the one that has the most

1:02:16

like basic colors that work really well

1:02:18

for calls and everything. And this is

1:02:20

the typical camera that most people get.

1:02:22

If you look at think about a guru, they

1:02:24

probably have this camera. I like

1:02:25

filming and, you know, cinematography,

1:02:27

so I have a little bit of a better

1:02:28

camera, but it's not required. So, just

1:02:31

some tips for recording. Look your best.

1:02:33

People judge you in a split second. So,

1:02:35

if you're recording ads, shower, shave,

1:02:36

hair, makeup, brush teeth, clean your

1:02:39

[snorts] background, feel good about

1:02:40

yourself. Test filming at different

1:02:42

times of the day as well, just to see

1:02:43

when you're best. I find for some reason

1:02:45

that, you know, that's why I'm recording

1:02:47

this video at night. I find that I'm

1:02:49

better at recording at night. you know,

1:02:50

I just am not sure why. I just always

1:02:52

have the most energy at night. I'm kind

1:02:54

of a night owl. Um, comfort. Get very

1:02:56

comfortable with your setup. Commit to

1:02:59

finishing every video. You will likely

1:03:01

feel like it's total [ __ ] in the moment,

1:03:02

like recording, especially if it's your

1:03:04

first couple times, you know, in front

1:03:05

of the camera. This is completely normal

1:03:07

feeling. Okay, now you have the final

1:03:10

cut and you are in charge of what you

1:03:12

post at the end of the day. Okay, so if

1:03:13

you're not happy with it, that's fine.

1:03:14

You can just re-record the next day.

1:03:16

Always test before you film. Take an

1:03:18

extra 15 minutes, save yourself, test

1:03:21

the audio, test the camera, test the

1:03:23

recording. Because like, for example,

1:03:25

I've been recording this video for

1:03:26

almost an hour, and if it didn't go

1:03:28

well, I would not be a happy person.

1:03:31

Focus on giving. Okay? Make this about

1:03:33

them. If your goal is service, don't be

1:03:35

selfish when it comes to making ads.

1:03:37

Lighten up. If you focus on getting it

1:03:39

right, it will make you look pissed,

1:03:41

stressed out, stressful, all the bad

1:03:43

things. Have some fun and smile. Okay?

1:03:47

It's really not that high of a pressure

1:03:48

thing to do. It's pretty easy to make a

1:03:50

successful ad campaign. Number one, pick

1:03:52

a location to film. Ideally, in a

1:03:54

setting that's comfortable, you're

1:03:55

comfortable with that has natural

1:03:56

lighting with minimal background noise.

1:03:58

And keep in mind that this is very

1:04:01

important where you actually record your

1:04:03

ads. Okay? If you're working with a home

1:04:06

improvement contractor, you need to

1:04:07

record in a place that's familiar with

1:04:08

them. Whether that's your home or on the

1:04:11

job site or outside, walking, whatever

1:04:13

it is. Do not take some extremely

1:04:16

expensive high-end studio and expect

1:04:19

business owner like or expect

1:04:21

contractors to resonate with that. Okay?

1:04:24

You're going to get a lower cost. You're

1:04:26

going to get a lower clickthrough rate.

1:04:27

And I did explain that, you know, in the

1:04:28

clickthrough rate doc that we'll go

1:04:29

through. If you're doing complete B2B

1:04:31

ads and reaching out to founders doing a

1:04:32

million plus a year, it makes sense to

1:04:34

have a high, you know, nice recorded

1:04:35

studio. If you're reaching out, if

1:04:37

you're if you're doing client ads, like

1:04:38

BTOC ads for, you know, your basically

1:04:41

your home improvement company's clients,

1:04:44

then and you're having them record ads.

1:04:46

If they're doing video ads, like have

1:04:47

them record it in a neighborhood or

1:04:49

something, right? It's very important

1:04:51

that it's in congruent to your goals.

1:04:54

Don't use a crazy high-end studio to try

1:04:56

to reach contractors. You think it makes

1:04:58

you look higher authority because it

1:04:59

looks good to you, but it looks good to

1:05:01

you because that's what you know. It

1:05:03

they don't know it. It don't doesn't

1:05:04

look good to them. Set up your equipment

1:05:06

and do a dry run. Watch the footage.

1:05:08

Listen back to make sure everything

1:05:09

looks good and sounds good. And it's

1:05:11

time to record. So, keep your energy

1:05:12

high, smile, and breathe. Now, in terms

1:05:15

of post-prouction, I recommend hiring a

1:05:18

professional editor. I do edit most of

1:05:20

my stuff myself, to be honest, because

1:05:22

I've always grown up doing it, and I

1:05:24

like having that level of control. Maybe

1:05:26

it's just limiting belief on my end, but

1:05:28

my best ads have captions, subtitles,

1:05:30

B-roll, motion graphics, to keep people

1:05:32

engaged, background music, sound

1:05:33

effects. Please don't over complicate

1:05:34

this stuff. They don't have to be

1:05:36

perfect. They just have to be engaging

1:05:37

and they have to make sense. Display

1:05:39

your offer right and um do all the other

1:05:42

things right. Good script matters more.

1:05:44

U visuals are also really important. So

1:05:47

picture creatives,

1:05:49

picture creatives are by far the most

1:05:51

scalable and simple method in my opinion

1:05:53

to run successful meta campaigns. Okay,

1:05:54

if you're new to running meta ads, just

1:05:56

start with pictures, okay? They're so

1:05:58

easy, high performing, and these two ads

1:06:02

are some of the most profitable

1:06:03

creatives that I have ever used for

1:06:07

service delivery and for client

1:06:09

acquisition. I have gotten 100 plus

1:06:11

booked appointments, $20,000 a month in

1:06:14

cash collected from this singular ad.

1:06:16

Just this ad. And I should change this

1:06:19

because this is 900 plus leads from this

1:06:22

one ad.

1:06:25

It has 600 impressions,

1:06:29

500 comments. Like, like people don't

1:06:31

understand how much this is true, that

1:06:34

one ad can change your life. This one ad

1:06:37

that I found by testing

1:06:40

is literally

1:06:43

the sole reason why I make, you know,

1:06:45

around 20 to $30,000 a month in this

1:06:47

agency. One ad.

1:06:50

until you find that winner. It's hard,

1:06:53

but once you do, man, it's crazy.

1:06:56

Picture ads are awesome. They are really

1:07:00

good. You get a cheaper everything takes

1:07:03

it's faster to learn for meta because

1:07:05

they want to push it out. It's native to

1:07:06

the platform having pictures on there

1:07:08

and there's much less room for error.

1:07:11

And that's why I recommend beginners

1:07:13

start with picture creatives. So, to

1:07:15

create picture creatives, I'm going to

1:07:17

do this with you as well. um use

1:07:20

Higsfield or Claude or some kind of AI

1:07:22

image gen. Okay? Don't do them yourself.

1:07:25

It's not worth it. What you want to do

1:07:27

in this current state of the market, and

1:07:29

this could change with time, and if it

1:07:30

does change with time and we use a

1:07:31

different platform, whatever it is, go

1:07:33

into the resource section of this video

1:07:35

in the PDF for this video and just see

1:07:38

which one that we have in here listed

1:07:39

because that'll stay updated. Create a

1:07:41

new account, go to images, tell it

1:07:42

exactly what you're looking for. I'm

1:07:44

going to do it with you. Um, but yeah, I

1:07:46

like to use Claude to make good

1:07:47

Higsfield prompts. So, like, Claude,

1:07:49

make me a Higfield prompt that says

1:07:51

roofers main text, whatever it is. So,

1:07:53

I'm going to go ahead and do this with

1:07:53

you now and just show you like my

1:07:55

typical process to make good winning

1:07:56

picture ads.

1:07:59

Like I said, like I said, I'll go on

1:08:01

Claude and Higsfield, go to image, and

1:08:03

these are also super cheap to make. Um,

1:08:05

obviously I have lots of different

1:08:06

images and ads that I've been cooking up

1:08:08

here um on here, but I can go ahead and

1:08:11

just give you guys an example about like

1:08:13

how I would typically go about making a

1:08:14

picture ad. So, let's say I wanted to do

1:08:16

like 500 by 500 and like mimic this

1:08:18

winning ad. Now, the reason why I know

1:08:20

that this is winning is because one,

1:08:22

it's been running for two plus years.

1:08:24

So, if I go on meta ad library and find,

1:08:26

you know, similar ads and I know they're

1:08:29

winning and let's say I wanted to mimic

1:08:30

them. I could either one literally go

1:08:33

like this, send this to Higsfield and be

1:08:36

like,

1:08:38

remake this picture but different people

1:08:41

in a different location.

1:08:45

And that's it. Like that's that's

1:08:46

literally all you have to do to make a

1:08:47

winning ad. Okay. Another example, if

1:08:50

you want to be a little bit more

1:08:50

creative with it, be like, "Write me a

1:08:55

Higsfield prompt."

1:08:59

That is a

1:09:01

winning ad for I don't know let's say

1:09:05

um home let's go roofers

1:09:09

and have

1:09:12

it be a basic white creative

1:09:16

with the headline roofers. Let's go

1:09:19

ahead and like act like we were

1:09:20

mimicking one of these

1:09:24

and then a line under it

1:09:27

saying we will get you

1:09:32

six to eight jobs

1:09:35

on a pay per close or pay result basis.

1:09:38

Pay per result basis.

1:09:43

only pay for shown appointments

1:09:46

and then some benefits as well

1:09:48

associated with it which would be like

1:09:50

yeah so let's just say that

1:09:54

feel free to change this based on what

1:09:57

you think will perform better

1:10:00

and make it look good and cohesive

1:10:04

and high performing

1:10:07

but make the prompt okay so in the

1:10:11

meantime look at that this ad would

1:10:13

crush in a tropical area, especially

1:10:15

like a Florida or whatever. And the

1:10:17

point is is like it's so easy. Um, what

1:10:19

I would actually recommend doing is like

1:10:21

taking this, clicking the reference

1:10:22

button, you know, because this is how

1:10:23

you kind of work with it a little bit

1:10:25

and saying make this

1:10:30

a normal suburban neighborhood.

1:10:36

And the idea here is like obviously this

1:10:38

is our creative, right? And so, like I

1:10:41

said about recording video ads in the

1:10:42

location that makes the most sense for

1:10:43

your target audience. The same goes with

1:10:45

picture creatives, right? Especially if

1:10:46

you're doing real life picture

1:10:47

creatives. Um, so I just go ahead and

1:10:49

remake that. And then I also have the

1:10:51

prompt here.

1:10:53

And I can go ahead and pop this into

1:10:55

here as well. And we can go ahead and do

1:10:57

this with the auto size because it says

1:10:59

four to five. Generate.

1:11:02

And this is why it's actually better to

1:11:03

do four to five um like this aspect

1:11:06

ratio versus, you know, 1 one is because

1:11:08

it's more native to the platform. That's

1:11:10

kind of how you'll make that decision.

1:11:12

But, um, yeah, I'm going to go ahead and

1:11:14

just show you like what I come up with

1:11:15

here in this picture creative. And then,

1:11:18

um, you can see, yeah, so this one right

1:11:20

here, this would crush in Florida, like

1:11:22

this ad right here. And the point is is

1:11:24

like it's so easy to make fulfillment

1:11:26

ads. You know, another winning

1:11:28

fulfillment ad that I've seen a lot is

1:11:31

I'll go ahead and like plan it out so

1:11:32

you can see how I go about generating

1:11:34

it. Write me a prompt for a ad split in

1:11:40

four ways that shows four different

1:11:46

pictures of a deck or no four pictures

1:11:50

of houses

1:11:53

with new roofs. And one of the pictures

1:11:59

is a picture of a small family holding

1:12:04

a sign saying

1:12:07

roofs starting at,

1:12:11

you know, 6997.

1:12:15

Make it like a 4x4

1:12:19

grid

1:12:21

with

1:12:22

um

1:12:25

Yeah, let's just try that. So, this is a

1:12:27

winning concept concept you use for any

1:12:29

different fulfillment ads. Um, kind of

1:12:32

the just the like authenticity of having

1:12:34

a small family holding a sign with the

1:12:36

main offer. And you'll know like what

1:12:38

your winning offer is based on like

1:12:39

what's working right now in the market.

1:12:41

And it's obviously your job to figure

1:12:42

that out. But for the most part, I can

1:12:43

just tell you right now, it's probably

1:12:44

going to be price related. And you can

1:12:46

ask Claw to figure out exactly what that

1:12:47

price is for your specific niche. Yeah.

1:12:50

Like this is a simple ad and I would

1:12:52

honestly get rid of some of this stuff

1:12:53

on the bottom and maybe add some proof

1:12:55

on here to make it a little bit

1:12:56

stronger. But this is what I mean. It's

1:12:58

like it's this easy to make simple ads.

1:13:01

So let's try another one. Let's try the

1:13:02

B TOC ad or client fulfillment ad that

1:13:04

we just created with Claude. Okay, so

1:13:06

here's exactly what I mean. Like the

1:13:08

this ad will absolutely crush in just

1:13:10

about any home improvement niche.

1:13:12

Picture of a small family with a sign

1:13:14

like a yard sign type of thing. You can

1:13:15

even add the brand of the company that

1:13:16

you're working with on there as well as

1:13:18

pictures of fresh jobs and social proof.

1:13:20

It's like these are the type of ads that

1:13:22

will crush and it literally took less

1:13:24

than 5 minutes to make them. So that is

1:13:27

how you make ads for fulfillment and

1:13:28

that's just how you make picture ads in

1:13:30

general. Use some kind of generator like

1:13:31

Higsfield and these are cheap

1:13:33

creditwise. Like I didn't even put a

1:13:34

dent in my credits. Um so that's how I

1:13:37

make picture creatives. Now when it

1:13:40

comes to copywriting, copy is important

1:13:42

but creative is everything right? You

1:13:44

should be focusing like

1:13:47

99% of your energy on creative, okay?

1:13:49

And never really test out copy. In my

1:13:52

opinion, you should probably just use

1:13:54

copy, like one copy for just about

1:13:55

everyone. So, a general framework for

1:13:57

copy is having a call out. So, roofers

1:14:00

or, you know, area homeowners with a

1:14:03

nice emoji. Keep it whatever your

1:14:05

audience is, pain points, offer and

1:14:08

benefits, and then CTA. So, call out.

1:14:12

This is right here. pain points,

1:14:14

offer/benefits,

1:14:17

and you know, learn more scarcity, etc.

1:14:21

If you want to just simply crank out

1:14:23

some winning copy for whether it's you

1:14:25

or your clients, whatever it is, for

1:14:27

service delivery, use this prompt here.

1:14:29

And for client acquisition, use this

1:14:31

prompt here. So, the way you'd actually

1:14:33

go about using this is super simple. You

1:14:35

could literally just go ahead and say,

1:14:38

you know, copy this in full,

1:14:40

send this to Claude, and it's going to

1:14:43

basically tell you everything that you

1:14:44

need to know to make winning copy. Once

1:14:46

you make a winning copy, like I

1:14:48

recommend just keeping with it. And more

1:14:50

importantly as well, like you can create

1:14:52

your own copy for client, you know,

1:14:53

delivery, whatever. But I would also

1:14:56

recommend looking at what other people

1:14:57

are running that have been running it

1:14:58

for a year plus. And that's usually like

1:15:01

the most proven tactics. So, if I go

1:15:03

back to Facebook ads library here and

1:15:05

just look up like

1:15:07

um neighbors or I guess like because

1:15:09

typically like the copy that I usually

1:15:11

have people make has some kind of call

1:15:12

out and that's what we're kind of

1:15:13

looking for with city area offer. Um so

1:15:17

let's do like roof starting at

1:15:20

roof starting. That'll probably give us

1:15:22

good example like what roofing ads are

1:15:24

working based on the copy. Um

1:15:28

yeah. So this is like the winning

1:15:30

winning copy for roofing that's always

1:15:31

been around like this is the roofing ad

1:15:33

that's been working really well for a

1:15:34

lot of people. So something similar to

1:15:37

that. Now it's easy to find this type of

1:15:40

stuff. You know another thing you can do

1:15:42

is write like homeowners

1:15:44

and then go ahead and do way back. So

1:15:48

like a year or more in terms of timeline

1:15:51

just see exactly what people have been

1:15:53

running for a long period of time. So if

1:15:55

we do, you know, a year back for example

1:16:00

with homeowners, we could find lots of

1:16:02

winning examples of copy because if the

1:16:04

ads been long like running for a year

1:16:06

plus,

1:16:08

chances are that they're doing quite

1:16:10

well,

1:16:13

right? So

1:16:17

yeah, that's just kind of a good idea

1:16:18

here. It it really doesn't matter to be

1:16:20

honest.

1:16:21

Copy is usually just not that big of a

1:16:23

needle mover in comparison to creative.

1:16:26

But this, like I said, yeah, like you

1:16:28

could throw this in the cloud. You could

1:16:29

tell the information that you need to

1:16:30

actually make the copy and just have AI

1:16:32

do it for you. Like it's really not that

1:16:34

complicated. You can lay it out similar

1:16:36

to how everyone else does it with like

1:16:37

the spaces and everything. Just like

1:16:38

this great example of copy. Okay, look

1:16:41

at this. Call out, painoint, benefits,

1:16:45

CTA. It's exactly what I just told you

1:16:48

and it's been running for, you know,

1:16:49

more than a year.

1:16:51

So, that's how to make copy with AI. You

1:16:54

can do one for the service delivery

1:16:55

prompt and one for the client

1:16:56

acquisition prompt. Once again, the PDF

1:16:58

for this resource is in the description

1:16:59

of this video. So, in terms of copy as

1:17:03

well, there is a vault I have of winning

1:17:05

copy that I've used over the years. Um,

1:17:07

mostly of this is for B2B client

1:17:09

acquisition. So, this is copy that I've

1:17:11

used and tried and also like had clients

1:17:14

use and different niches, different, you

1:17:16

know, examples of what you could be

1:17:17

running.

1:17:19

Um, so you can use that as well. Now,

1:17:22

destination, funnel or lead form. The

1:17:26

best destination by far for optimal

1:17:28

conversion is either a funnel or lead

1:17:30

form. These are the two main options.

1:17:32

The funnel or lead form needs to align

1:17:34

well with the ad creative and perform

1:17:36

well. Otherwise, it won't matter how

1:17:37

good your ads are. They will never

1:17:38

convert into anything. You could get a

1:17:40

high click-through rate on your ads.

1:17:41

Lots of people are clicking the ads and

1:17:44

being and interested, but have a bad or

1:17:46

poor performing funnel or lead form and

1:17:48

not convert literally anyone. So,

1:17:52

there's a couple things that you need to

1:17:53

understand here. Number one is

1:17:54

alignment. Once again, it's very

1:17:56

important that your ads align with your

1:17:57

funnel. If you're running ads that look

1:17:58

super high, professional, performing,

1:18:00

then you better have something to match

1:18:02

it. And, you know, on the back end, a

1:18:04

good example is this right here. This

1:18:06

one is for gravel

1:18:10

on time.

1:18:12

Okay, get your quote, whatever it is,

1:18:14

and then get quote. You click it, you go

1:18:16

to some kind of survey. Looks exactly

1:18:19

like the ad. Okay, and this is the

1:18:21

congruency I'm talking about. Now, this

1:18:22

is a weak funnel because there's so many

1:18:23

different things you can click on. so

1:18:25

many different ways you can get

1:18:26

distracted and ultimately like it's not

1:18:29

going to be that high converting but you

1:18:31

know obviously you can tell like this is

1:18:32

probably a nice video ad probably

1:18:34

performing quite well because it's been

1:18:35

running for so long and the congruency

1:18:37

is there though which is very important

1:18:39

that's the first step so alignment you

1:18:43

know same wording if you have bad

1:18:44

wording that's different than your ad

1:18:46

you might find a big drop off you know

1:18:47

people might click on the ad and go to

1:18:49

the page and just click off because they

1:18:51

don't think it's the same thing I've

1:18:52

dealt with this problem in the past

1:18:54

Another thing is friction. So as a

1:18:56

funnelmaker we have full creative

1:18:58

freedom to manipulate the lead quality

1:19:00

through friction. So naturally as people

1:19:02

move forward through the you know the

1:19:04

whole process of throughput right where

1:19:05

they go from you know seeing the offer

1:19:07

the audience the creative the funnel the

1:19:09

conversion there's going to be a natural

1:19:11

drop off right because there's more

1:19:13

steps that you know the process has to

1:19:15

go through. So with a working creative

1:19:17

and an offer in the front and you know

1:19:19

in front of the correct audience there

1:19:20

will be lots of clicks onto the funnel.

1:19:21

And we can visualize this with a drop of

1:19:24

water. With more qualifying questions

1:19:27

and details in the funnel, we add

1:19:29

additional pipes or friction to the

1:19:31

pipeline, which naturally makes, you

1:19:33

know, people who aren't as interested,

1:19:35

they won't even bother with it, right?

1:19:36

So, we'll just naturally get a higher

1:19:38

quality lead, but we'll get less leads.

1:19:41

And this is how you want to view funnels

1:19:43

or just the entire system in general.

1:19:45

You will only get a certain amount of

1:19:47

clicks onto the website, onto the funnel

1:19:48

or lead form, whatever it is. And as you

1:19:51

add more questions and more frictions

1:19:53

and more friction and more things in the

1:19:55

funnel, you know, for example, this page

1:19:57

has a lot of friction. There's lots of

1:19:59

air like things that we can do, extra

1:20:01

areas, you know, we enter a zip code.

1:20:03

Let's say we actually do this. It's my

1:20:05

old zip code. Um, get pricing. Okay, we

1:20:08

have all these different questions and

1:20:10

different things. And again, we have to

1:20:12

enter this. This is additional friction.

1:20:14

But now they, you know, autofill this,

1:20:15

which is less friction. So the point is

1:20:17

is like you want to make it as little

1:20:20

friction as possible in the beginning

1:20:23

but if you over time once you get lead

1:20:25

you know throughput and you get results

1:20:26

out of the pipeline then you want to add

1:20:29

friction to find a healthy balance of

1:20:32

getting a good cost per lead in addition

1:20:34

to that getting a good quality lead.

1:20:38

So like I said, whether it's you or your

1:20:40

client, start with minimal friction,

1:20:41

make sure the prospect prospects, make

1:20:44

sure the process is actually working and

1:20:45

getting conversions.

1:20:47

Then only if you have too many leads and

1:20:49

appointments coming through and your

1:20:50

quality isn't good enough, then you

1:20:51

would add friction to decrease the lead

1:20:53

flow and improve the quality of each

1:20:54

individual lead or appointment. This is

1:20:57

how you want to think about a funnel.

1:20:59

Okay, so that's how friction works. Lead

1:21:00

forms. Lead forms are Meta's native way

1:21:03

to convert people from ads. Lead forms

1:21:05

are the lowest friction possible. And

1:21:07

because of that, they are the worst,

1:21:09

right? They're not great. Everybody just

1:21:12

seems to fill them out without much

1:21:14

thought. And you know, and the reason

1:21:16

why is because it's native on the

1:21:17

platform. Everyone uses lead forms. And

1:21:19

because of that, they often don't even

1:21:20

register that they did it. I mean, a

1:21:22

good example is like when's the last

1:21:23

time that you filled out, you know, you

1:21:27

fil like you went on, you were scrolling

1:21:28

and you like remember the last couple

1:21:30

videos that you did. Like that's how

1:21:31

people view lead forms because you don't

1:21:33

like go outside of the platform. You

1:21:35

just fill out a native lead form, but I

1:21:37

have used it very successfully in the

1:21:38

past. And here's how I've done that for

1:21:40

service delivery and also for client

1:21:42

acquisition as well, which let me just

1:21:43

quickly update this. So, basically, I've

1:21:47

spent around $20,000 on this single lead

1:21:49

form. And that lead form is this exact

1:21:51

setup right here with these two

1:21:52

questions with conditional logic. Um,

1:21:55

adding a little bit of friction just to

1:21:56

have it in there, but it is native to

1:21:58

the platform. Um, you know, with how I

1:22:00

set it up and the integration as well.

1:22:02

So, it's important that you understand

1:22:03

that there's no perfect way to set up

1:22:05

lead forms. In my experience, like lead

1:22:08

forms are good, but the quality is just

1:22:12

so bad that if you're just you're better

1:22:14

off doing a landing page unless you

1:22:15

don't have much budget to work with. The

1:22:17

questions that you might ask that you'll

1:22:19

ask in the lead form are also just like

1:22:20

the qualifications that you want to make

1:22:21

sure your clients check before you

1:22:24

potentially speak to them or prospects.

1:22:26

Um, this is the lowest friction method

1:22:28

you could use, but keep in mind like you

1:22:32

won't really be using much pixel and

1:22:33

stuff and so there isn't that much data.

1:22:36

It's not as accurate.

1:22:38

So, this is the actual lead form setup.

1:22:40

It's a more volume lead form that is set

1:22:42

to optimize and you can basically go

1:22:44

through all of this and use this

1:22:45

resource to build out your own lead

1:22:47

form. Conditional logic in the top right

1:22:49

set on all these set to Q2, which is

1:22:52

basically a question saying, would you

1:22:53

be willing to spend 3.2K 2K a month to

1:22:55

meet a minimum of 10 qualified home

1:22:56

owners each month. If they're not making

1:22:57

that much money in revenue because these

1:22:59

are DQs to us in the first place, but if

1:23:01

they're willing to spend enough, then

1:23:02

it's fine. Some of them are just lower,

1:23:04

you know, companies not doing as much

1:23:06

money in revenue, but ultimately like

1:23:08

have a lot of money because they've made

1:23:09

businesses in the past or whatever and

1:23:11

they could be still good clients. Um,

1:23:14

yeah. So, we have basic logic that says,

1:23:16

are you the owner and partner of the

1:23:17

company, which is question two, um, or

1:23:20

three and basically that is the logic

1:23:22

that I have set up. the contact

1:23:24

information in order to see if your

1:23:25

market's still available. Please fill

1:23:26

your info as well as the ending page,

1:23:29

which is step two to two. See if your

1:23:31

area is available. Tap secure now with a

1:23:33

go to website. And the link is a booking

1:23:35

page, which I'm going break down once we

1:23:37

break down the landing page setup. So,

1:23:40

that's an example of basically how to

1:23:42

set up this lead form. And if you want

1:23:43

to see like the actual specific

1:23:44

screenshots on this lead form, what it

1:23:46

actually looks like, the actual setup

1:23:48

specifically, here are the exact

1:23:50

screenshots and setup for this. So you

1:23:53

can use this in full to set up your lead

1:23:56

form exactly like mine. Exact settings,

1:23:58

exact everything just like that. Now to

1:24:02

integrate this with go high level to do

1:24:04

it all you have to do is go to settings

1:24:06

go to integrations connect whatever

1:24:08

Facebook account is associated to the

1:24:09

lead form select tab on Facebook form

1:24:12

fields mapping and then basically map

1:24:15

the name okay so map the name of the

1:24:18

form and then you would go ahead and map

1:24:20

the fields so you would add email is

1:24:22

email phone number is phone number full

1:24:24

name is full name state is state city is

1:24:25

city and you have often times you have

1:24:28

custom questions what you can do is go

1:24:30

to settings and go highlight level and

1:24:31

go to custom fields. Create single line

1:24:34

custom fields which oftentimes my

1:24:37

snapshots usually already have them. You

1:24:39

know I have for example Q1, Q2, Q3, then

1:24:42

you can apply those to um automations

1:24:46

and things. So if you don't have

1:24:48

anything like Q1, Q2, Q3, you can

1:24:51

literally go to settings and I could do

1:24:52

this with you really fast. Like let's

1:24:54

say you're inside of go high level right

1:24:55

here and you want to do this. You would

1:24:57

go to settings. You would go to custom

1:24:59

fields

1:25:01

and then all you would do is create a

1:25:02

new field, a single line field contact

1:25:05

and then the field name would be

1:25:07

something similar to the questions. Like

1:25:08

let's say one of the questions in the

1:25:09

lead form is what was your revenue last

1:25:11

year? You can make that the field name

1:25:13

and then create it. Okay. Well, folder

1:25:16

name as well, contact. Okay, create it.

1:25:18

Now you have that. When you integrate

1:25:20

the lead form, you go to settings, like

1:25:22

I said, integrations, and you would

1:25:23

basically integrate a lead form by doing

1:25:25

form field mapping, and you would choose

1:25:27

whatever lead form that you just made.

1:25:29

So, let's say it was this one. Then,

1:25:31

this question would be mapped to what we

1:25:33

just made, that custom field, which by

1:25:36

the way, it's not loading, but if we go

1:25:38

and find it, which I believe it's like

1:25:40

revenue, is it? What is your current?

1:25:43

What was your revenue last year? So if

1:25:44

we go to custom fields and check on it

1:25:46

really quickly,

1:25:48

what was your revenue last year? So this

1:25:50

is what we want to find. Okay, we copy

1:25:52

that. Then we go to settings and

1:25:53

integrations back to the Facebook form

1:25:56

field mapping and then simply set

1:26:00

that field and that question to what we

1:26:03

just mapped. Then we can use it inside

1:26:05

of automations, send it to our clients.

1:26:07

And that's how you basically map it. So

1:26:09

you press confirm and then what you can

1:26:11

do is add this as an automation trigger.

1:26:13

Then if you have a new lead automation,

1:26:14

you could sync that to the lead form. So

1:26:16

like so let's say we had a new lead

1:26:17

automation and we wanted to sync this.

1:26:19

You get them in the snapshot probably,

1:26:20

but if you don't, then you can make one.

1:26:22

Then you could just change the trigger

1:26:24

to Facebook form lead form submitted and

1:26:26

then just choose the specific lead form

1:26:28

by going add filters is form

1:26:32

or form is and then choose the specific

1:26:34

form that you have mapped and they'll

1:26:35

show up here once you have them mapped.

1:26:37

So, that's how to get it integrated with

1:26:39

go high level. Um, which is basically

1:26:41

all of this that we just walked through.

1:26:43

So, that is everything you need to know

1:26:45

about lead forms. If I were you, I

1:26:48

wouldn't recommend using them to be

1:26:49

honest because they aren't that good. I

1:26:52

would recommend using landing pages. And

1:26:53

when you build out this lead form and

1:26:54

actually go through these screenshots

1:26:56

and do it, make sure to do it inside of

1:26:58

the actual ads manager instead of the

1:27:00

business settings because you will get

1:27:01

more options as to like how you can set

1:27:04

it up because sometimes some people

1:27:05

don't see conditional logic. That's

1:27:07

because they're not building it out

1:27:08

inside of the proper place, which should

1:27:09

be the ad set. So, funnels, funnels are

1:27:14

the optimal way to have a successful ad

1:27:16

campaign. Funnels give you more

1:27:18

flexibility, how much friction you want

1:27:20

to test, what headlines you want to

1:27:21

test, more accurate tracking with data.

1:27:24

And funnels typically consist of a

1:27:26

couple of things. A call out, a headline

1:27:29

or subline or get out X outcome without

1:27:32

Y pain. either a VSSL or a resource of

1:27:35

some kind to, you know, give them more

1:27:36

information about what you do, call to

1:27:38

actions,

1:27:40

information about you offer, so social

1:27:41

proof, the process, etc. A way to

1:27:43

collect and qualify prospects to turn

1:27:45

them into leads or a survey or form. And

1:27:47

a way to book appointments, which is

1:27:48

just a booking calendar. A good example

1:27:50

of a winning funnel is this. And this

1:27:52

funnel by no means is perfect, okay? But

1:27:54

it has been working for me. Um, there

1:27:56

are improvements I'll show you that I

1:27:58

need to make to this based on this

1:28:00

document here. But here's a good

1:28:02

example. We have a call out. Home

1:28:04

improvement contractors. Yes, this might

1:28:05

be bigger. It should be bigger. And keep

1:28:07

in mind, by the way, this should be

1:28:08

native to the phone. Okay, so build it

1:28:10

out with niveness to the phone. Only pay

1:28:14

when a homeowner sits down for an

1:28:15

estimate. Exclusive pre-qualified

1:28:17

appointments that delivered straight to

1:28:18

your calendar. You know, we have the CTA

1:28:21

here with the form/servey. At the end of

1:28:23

this is a booking calendar. So, we have

1:28:26

the form here. Let's say we were to fill

1:28:27

this out with random information right

1:28:29

now

1:28:31

that has the booking calendar right

1:28:33

here. After the funnel, we have a

1:28:35

pre-all page which looks just like this

1:28:41

with a pre-call how to join the call and

1:28:44

proof. So, that is an example of a

1:28:47

winning funnel of mine. As you can see,

1:28:49

this funnel has all of this information,

1:28:51

but here are some common mistakes I've

1:28:52

seen. one is not mirroring the promise

1:28:55

of the ad in the funnel. So if you're,

1:28:58

you know, you need to make sure that the

1:29:00

funnel headline is something similar to

1:29:01

this so that people see the congruency

1:29:03

as well as this looks like the visual of

1:29:04

the actual ad. Two, not having, you

1:29:07

know, a good fast loading time on the

1:29:09

page. And you can actually check this

1:29:10

and I'll show you how to do this in this

1:29:11

document when we go through it later on

1:29:13

in the video when we talk about

1:29:14

analyzing metrics. Um, not optimizing

1:29:16

the funnel for mobile phone usage.

1:29:18

That's another problem I commonly see is

1:29:20

like this looks great on you know

1:29:22

computer but has a look on the phone.

1:29:23

That's the way you want to check. Asking

1:29:26

unnecessary questions. So you need to

1:29:28

have as little friction as you can. Not

1:29:30

having consistent visuals. So no like

1:29:32

jargon and BS and all you know random

1:29:34

stuff. Just keeping it you know looking

1:29:36

good. And then having ways for the lead

1:29:38

to go places outside of the funnel. So

1:29:40

tabs about like my product and offer and

1:29:42

proof and like all this BS that takes

1:29:45

people out of the closed funnel. So do

1:29:47

not have them. You know, it's just a way

1:29:50

to fail basically. So to improve this

1:29:53

funnel, you can use this resource. This

1:29:54

is a resource to give you, you know,

1:29:56

better loading speed, how to test it

1:29:58

out, branding and visual credibility,

1:30:00

just like everything that you need to

1:30:01

improve your landing page conversion

1:30:03

rate or the percentage of people that

1:30:05

convert from the landing page. Um, mine

1:30:08

isn't perfect. By no means is it

1:30:09

perfect, but these are all the

1:30:10

improvements that you can make to make

1:30:12

it as high converting as humanly

1:30:13

possible. And by the way, we will go

1:30:15

over this later in this video. Now, to

1:30:17

build a funnel, we do have a video in

1:30:18

the program called livefunnel buildout,

1:30:20

which you probably have seen by now, but

1:30:22

all you should do to be honest is go on

1:30:24

to lovable.com and literally take

1:30:26

screenshots of a winning funnel that you

1:30:28

want to emulate

1:30:30

>> or just ask it what you want. Ask it

1:30:33

give it these instructions. Literally

1:30:35

give it this document. Say what you

1:30:37

want. I want a funnel that looks like

1:30:38

this. I want a funnel that looks like

1:30:40

this. Go find competitors in ads library

1:30:42

that you think have a winning funnel

1:30:43

based on these different aspects.

1:30:45

Screenshot it by literally doing this.

1:30:48

Drag this screenshot, send it into

1:30:50

lovable and say recreate this.

1:30:54

That's it. Okay, building a funnel has

1:30:55

never been easier. And you can connect

1:30:56

your domain to it as well. But if you

1:30:59

need more help on live funnel buildout,

1:31:01

you can go ahead and see other areas of

1:31:03

the past modules of how to build winning

1:31:05

money funnels.

1:31:07

So speed to lead. Now, speed to lead is

1:31:10

something that's very, very important

1:31:11

that a lot of people don't take

1:31:12

seriously enough. Some industry data

1:31:15

suggests that the time it takes your

1:31:17

business to respond to an inbound

1:31:18

inquiry is crucial because lead interest

1:31:20

is highly perishable. Industry data

1:31:22

shows that up to 78% of customers buy

1:31:25

from the first, you know, company that

1:31:26

responds, especially homeowners, right?

1:31:30

So, waiting longer than five minutes

1:31:31

drops your chances at qualifying a lead

1:31:33

by 80%. So if we look at leverage in

1:31:35

ways we can improve our service you know

1:31:37

say for our clients for example one

1:31:39

thing we can do is make sure whether

1:31:41

it's them or someone else or whoever

1:31:43

calls them that they have a really fast

1:31:45

speed to lead. This could quite

1:31:47

literally improve your guys's ad results

1:31:50

by five to 10 times.

1:31:53

That is a high leverage change that you

1:31:54

could do to improve your results for

1:31:55

your clients immediately.

1:31:58

Now targeting in 2026 targeting is an

1:32:00

absolute joke. Okay. Targeting is solely

1:32:03

based on the creative nowadays. There is

1:32:06

really no need to target anything

1:32:07

yourself on Meta. The creative will do

1:32:10

the targeting. However, I do recommend

1:32:12

changing the target age range if there

1:32:14

is one and the gender. So, for example,

1:32:17

B2B contractors would be like 29 to 64

1:32:20

age and men specifically, not women. So,

1:32:23

you would go ahead and change this

1:32:25

specifically on the targeting. And I

1:32:27

also recommend setting up placements to

1:32:29

only be Facebook and Instagram to lower

1:32:31

CPMs. Remember, we are going to be

1:32:33

building a live campaign in front of

1:32:34

you. So, I'm just explaining this stuff

1:32:36

now. You can always refer to it later

1:32:38

and see it in action when we build it

1:32:40

together, which will be quite soon here,

1:32:41

right after this, actually. Retargeting.

1:32:44

Retargeting has changed quite a bit. The

1:32:46

old way, which is just basically having

1:32:47

like a separate cold campaign um and a

1:32:50

separate retargeting campaign, so two

1:32:52

separate doesn't really work that well

1:32:53

anymore. So to give you the best

1:32:55

possible understanding with the current

1:32:56

market, use this video right here. I

1:32:58

have this video attached. If it changes

1:33:00

and I find a better video, I will put it

1:33:01

there. But this has a very good

1:33:03

information about how to run targeting

1:33:04

and retargeting and set it up properly.

1:33:07

I don't have that much experience in

1:33:08

retargeting, so it's not like I can

1:33:09

teach it that often teach it in that

1:33:12

much detail. But here's what you need in

1:33:14

place after watching this video.

1:33:15

Conversion API setup. Um, you need

1:33:18

basically warm custom audience built.

1:33:21

So, you need to build a couple warm

1:33:22

audiences that you can use, even one

1:33:24

that has an customer/lead list. Um,

1:33:28

and then audience segments defined as

1:33:31

well. So, these are a couple things that

1:33:32

you'll have set up through watching this

1:33:34

video. If you need to do retargeting, I

1:33:36

recommend it. I think it's beneficial,

1:33:37

but I honestly have not done it much and

1:33:39

achieved a lot. And I have achieved a

1:33:41

lot, so it's not required. Hey everyone,

1:33:43

welcome to building a campaign live.

1:33:45

We're going to keep this super super

1:33:46

simple here and just start creating a

1:33:48

campaign. So, you want to go with the

1:33:49

leads here. Um, basically campaign

1:33:52

budget or adset budget. I would actually

1:33:54

actually recommend doing adset budget.

1:33:56

Um, and then that's pretty much it for

1:33:57

the campaign. You can have a naming

1:33:58

scheme if you want, but it really

1:33:59

doesn't matter. Um, new leads, adsets.

1:34:02

So, conversion location, we would do

1:34:04

always single. Now, either website or

1:34:06

instant forms. These are the two

1:34:08

options. I'm going to go ahead and set

1:34:09

up a website um because it is the

1:34:11

highest converting and it's honestly the

1:34:13

best. And then basically, we would use

1:34:15

the pixel that we have set up in the

1:34:17

data set conversion location to show up

1:34:19

in here. So, for just example, I'm going

1:34:21

to go ahead and optimize for a schedule.

1:34:23

If you're doing a B2B campaign, like for

1:34:24

client acquisition, you should do

1:34:26

scheduling if you have enough budget. If

1:34:27

you don't have that much budget, like

1:34:29

$50 to $100 a day, do lead. If you have

1:34:31

more than $100 a day, I would use

1:34:32

schedule. Remember, don't edit one

1:34:34

that's existing, but we'll explain how

1:34:35

to make changes later in this video.

1:34:37

Basically, this would be the data set

1:34:38

pixel that you've already set up when

1:34:40

you set up the tracking systems um just

1:34:41

a minute ago. And then, diamond

1:34:43

creative, we're going to keep that off.

1:34:44

Daily budget, this is per adset. We are

1:34:46

just going to go with one adset for now,

1:34:48

okay? because we're only testing out

1:34:49

like one targeting method and we want to

1:34:50

keep the signal here. We're going to

1:34:52

start off the ad campaign with no less

1:34:54

than $50 a day. Um, that's the minimum,

1:34:57

but I'm going to go ahead and start off

1:34:58

with $100 a day. So, there's that.

1:35:01

Audience-wise, we're reaching home

1:35:03

improvement contractors. So, minimum

1:35:04

age, we're going to select 25 here. And

1:35:06

then go ahead and further the limit

1:35:08

reach of our ads so that we can

1:35:10

specifically target an age range from 29

1:35:13

to 64, which is going to be home

1:35:15

improvement contractors, right? Most of

1:35:17

them are in this age range. Location,

1:35:19

we're just going to go general in the

1:35:20

US. And then gender, we're going to go

1:35:21

with men. Now, optionally, you can use

1:35:25

detailed targeting by typing in things

1:35:27

like home improvement, um, general

1:35:29

contractor, roofing contractor, roofing

1:35:32

material, um, I think I spelled that

1:35:35

wrong.

1:35:37

Yeah, home improvement, home and

1:35:38

gardens. You could do general

1:35:40

contractor. The point is is like you can

1:35:43

add this and this will help it find its

1:35:45

target audience faster. and just add a

1:35:47

couple of these. So, roofing contractor

1:35:49

if you're doing roofing or whichever

1:35:51

niche you could always do roofing

1:35:52

materials, which that would be like gaff

1:35:55

and stuff. Um, you could do what else?

1:35:59

Page Facebook page admins is a good one

1:36:01

as well. We go. So, this helps you kind

1:36:04

of just figure out like telling meta

1:36:07

like a little bit more about like what

1:36:08

you're going for. So, this is B2B ads.

1:36:10

Um, I am going to go ahead and set a

1:36:11

cost per result goal just to make sure

1:36:13

it knows like where I'm trying to bid.

1:36:14

Um, the way that that looks is like this

1:36:16

is B2B ads, right? We're spending $100 a

1:36:18

day. Our and we're optimizing for

1:36:20

schedules. So, uh, cost per employment

1:36:23

KPI for me would probably be like around

1:36:25

$100, $150. And you'll know this by like

1:36:27

being in your niche for longer. Um, or

1:36:29

you could do the reverse math towards

1:36:30

the end of this video. So, you could in

1:36:32

the adset level add a cost per result

1:36:34

goal right here and make that be like

1:36:37

$150ish dollars.

1:36:39

Here we go. Then, diet creative off.

1:36:42

Budget is fine. Audience now is set. We

1:36:44

have detailed targeting which is

1:36:45

optional. You don't have to do that. And

1:36:47

placements. Let's go ahead and show more

1:36:49

settings. And platforms only changes to

1:36:50

Facebook and Instagram. Just to keep our

1:36:52

CPMs lower. Perfect. Good to go. Now,

1:36:57

with that, we go into the ad level. We

1:36:59

would choose our specific Facebook page

1:37:00

and Instagram page that's in congruent

1:37:02

with our um you know, where we want to

1:37:05

be running the ads essentially. So, we

1:37:07

have them converting in website with

1:37:09

schedule as the event. And then if we go

1:37:11

to the ad level, you would choose the

1:37:13

Facebook pages here. So um for now, for

1:37:15

example, like I'm just going to choose

1:37:18

um let's just go with this page for now.

1:37:20

And then the Instagram profile with that

1:37:23

um branding blah blah blah. This is

1:37:25

fine. Single image ad multi-car

1:37:27

advertiser ads. I turn that off just

1:37:29

because you're going to be around so

1:37:30

many competitors. Destination. This

1:37:32

would be your landing page. So the one

1:37:33

that's hooked up to the pixel. So for

1:37:35

example, it' be like this one or

1:37:36

whatever. And the pixel should be set up

1:37:38

for this. And then the display link,

1:37:41

doesn't matter. Browser add-ons, I turn

1:37:43

this off. And then add creative. So when

1:37:46

you set up an image ad, you add image.

1:37:47

When you add video ad, you press video.

1:37:49

So let's say we're going to go ahead and

1:37:50

build off of a winning ad that I've

1:37:52

built in the past for deck builders. So

1:37:54

we're not going to do any of this and

1:37:56

deal with any of this. Primary text.

1:37:58

Basically, we would just throw in our

1:38:00

copy here. So copy goes here. Headline.

1:38:03

Make sure the headline is congruent with

1:38:05

the top of the funnel. Um, and we'll

1:38:08

break down more about like how to set

1:38:09

this up properly. And the description

1:38:11

doesn't really matter. This doesn't

1:38:12

really show up, but you can add like

1:38:13

stars for that. I like to do learn more.

1:38:16

And obviously, you would actually put

1:38:17

the values in here.

1:38:20

Basically, you skip and continue. Turn

1:38:21

off add music. Make sure that's turned

1:38:23

off. Everything else to be off as well.

1:38:26

Translation, you can keep off if you

1:38:27

don't want any out of, you know,

1:38:28

language people. Upload media. So, this

1:38:32

is how one ad would look. One ad instead

1:38:33

of one ad. Okay, simple. Keep it simple.

1:38:35

And then after that, you have the copy,

1:38:37

primary text, description, and the call

1:38:39

to action. The um yeah, you want to keep

1:38:42

these off if possible, but they really

1:38:44

don't have that big of an impact. Um

1:38:47

tracking, you have the pixel setup, and

1:38:49

that's it. So, that's how you set up an

1:38:51

ad. Um basically, if you're running a

1:38:53

$100 a day ad campaign, obviously, like

1:38:55

in the ads mastery settings,

1:38:59

in the ad mastery um document here, we

1:39:01

can kind of see our testing volume. $100

1:39:03

a day, five to six hooks, which is

1:39:05

roughly five to six creatives. So, we

1:39:07

could probably roll with um five or six

1:39:09

creatives at once and just give that,

1:39:12

you know, duplicate all these.

1:39:15

And then all you would do is duplicate.

1:39:16

So, there's six of them and then add one

1:39:19

different creative in each one. Okay?

1:39:21

You can put pictures inside of the same

1:39:23

adset as videos or it really doesn't

1:39:25

matter that much. Some people like to

1:39:27

separate it because they're not sure,

1:39:29

but with Andromeda, it's pretty much the

1:39:31

same. So just put creatives, six

1:39:33

creatives in here um based on how much

1:39:35

you can spend. So five to six hooks,

1:39:36

five to six creatives, one, two, three,

1:39:38

four, five. That'd be good. And then one

1:39:40

creative in each one of these. And make

1:39:42

sure to launch it at midnight. That

1:39:44

helps. So if you set it for the next

1:39:46

day, midnight or the current midnight,

1:39:48

then that's probably the best thing you

1:39:49

can do there. And um overall, that is

1:39:52

pretty much how you build out a live

1:39:53

campaign. So it's quite simple. There's

1:39:54

really nothing to it. Um you want to do

1:39:58

the pre-checklist to make sure, but

1:40:00

yeah. So then after that, you can go

1:40:02

ahead and use the pre-launch checklist

1:40:03

to make sure everything is good to go.

1:40:05

So make sure Metapixel is firing, make

1:40:07

sure the conversion events are working

1:40:08

so you can test it out inside of the

1:40:10

pixel, which if you don't know how to do

1:40:11

that, you can do it in this document

1:40:13

here. So make sure that's set up as

1:40:14

well. Make sure the marketing tracker is

1:40:16

also set up and ready to go. Looks just

1:40:18

like this. Um, funnel desolation, make

1:40:21

sure all this is correct and it's mobile

1:40:23

first. Headline mirrors the ad promise

1:40:25

the headline. Book and kill instinct, no

1:40:28

dead ends, no ramp offs or no off ramps.

1:40:31

Survey and application with minimal

1:40:33

friction. Speed to lead is all ready to

1:40:35

go and you have automations set up for

1:40:36

that. Offer and creative is all tight

1:40:38

and ready to go. Batch of hooks or

1:40:40

creatives is ready to test. So with

1:40:43

picture ads, it would be just a couple

1:40:45

different ads, different pictures. So

1:40:47

one example could be something like

1:40:48

this. Another example could be something

1:40:49

like this. Um yeah, we have one media in

1:40:52

each one. And I have this related media.

1:40:54

This should be off. And then we should

1:40:56

just have one one per thing. So that's

1:40:59

what I would do. So yeah, your cost per

1:41:00

result, target cost per result is set up

1:41:02

if you want to use that, which is

1:41:04

optional. Your campaign setup, which can

1:41:06

help CPMs if you are correct there. Um,

1:41:08

campaign setup, you can improve CPM by

1:41:09

using this. Uh, for placements set to

1:41:12

Instagram, face, Instagram only,

1:41:14

Instagram, Facebook only, agent gender

1:41:15

set, targeting otherwise broad or

1:41:17

detailed targeting is optional as well.

1:41:18

Daily budget supports your hook count,

1:41:20

so $10 to $20 per ad. We're doing $100 a

1:41:22

day, so we have five ads, so that's

1:41:24

good. And then mindset. You've committed

1:41:26

to touching it for the first 5 to seven

1:41:28

days just to see what happens. So fix

1:41:30

everything that's anything that's broken

1:41:32

obviously, especially with the funnel

1:41:34

and everything, but just do a test run

1:41:35

to make sure that that's good to go. And

1:41:37

uh that's pretty much everything there

1:41:39

is to building out a live ad campaign.

1:41:41

So I appreciate you for watching this

1:41:42

and uh let's keep going. Scaling with

1:41:44

data, okay, tracking and metrics. The

1:41:47

biggest reason why most people fail to

1:41:49

run a successful ad campaign ever is

1:41:52

because they make decisions with

1:41:54

feelings instead of data.

1:41:56

Using this ad tracker daily is the best

1:41:59

way to prevent making decisions from

1:42:01

feelings. Okay, I have a company

1:42:03

tracking sheet for you. Basically, what

1:42:05

you do is you log every day everything

1:42:07

in white and you can basically set up

1:42:09

your Facebook columns to accommodate

1:42:10

this and I'll show you what I mean by

1:42:12

that. So to do that all you would do is

1:42:13

go to the ad set level roughly and then

1:42:15

go to columns and then customize columns

1:42:17

and set them up in this order. Right? So

1:42:19

if we go ahead and remove everything

1:42:20

here we can go ahead and keep amount

1:42:21

spent because that's the going to be the

1:42:23

next one after this. And then all we

1:42:24

have to do is go amount spent sp spent

1:42:27

frequency which is going to be this

1:42:29

right here. And then we have

1:42:30

impressions.

1:42:33

Okay impressions. And then we have

1:42:35

clicks all

1:42:39

which is going to be clicks all. And

1:42:40

then we have link clicks, which I do

1:42:42

unique link clicks. New leads. So we

1:42:45

have leads if it's set up with pixel,

1:42:47

which it should be. Total and cost per

1:42:49

lead. Then we have the demos booked or

1:42:52

sales calls booked. Same thing.

1:42:53

Appointments booked, whatever it is. I

1:42:55

can actually change this. Appointments

1:42:57

booked should show up here. Total and

1:42:59

cost. And then obviously everything else

1:43:02

here is up to you to know. Okay. And

1:43:05

just for more information, all you have

1:43:07

to do is press save.

1:43:10

But yeah, basically let's say you have

1:43:11

data. You would basically go about

1:43:12

logging this um start to finish. So

1:43:14

let's just go ahead and set max because

1:43:15

I don't remember when I ran this

1:43:16

specific adset. Let's say yesterday's

1:43:18

data was this 50 like $570 spent in ads,

1:43:22

which is kind of a lot to be in one day.

1:43:24

You would basically track yesterday's

1:43:26

data today. So like actually this would

1:43:28

be yesterday. Um and then you go from

1:43:30

there and onwards. And then today is the

1:43:32

8th. So you would track yesterday's data

1:43:34

just to make sure it has enough time to

1:43:35

actually go through the spending. So

1:43:36

actually for this you would choose

1:43:38

yesterday and you would fill in the

1:43:40

data. So let's say it would be 570 you

1:43:43

know.44 44 whatever it is frequency 2.1

1:43:47

impressions you know 2557

1:43:51

clicks all 461

1:43:56

link clicks would be 231

1:43:59

new leads would be 25 and then I didn't

1:44:02

actually set up the pixel for this one

1:44:04

so appointments booked would be separate

1:44:05

from go high level and let's say you got

1:44:07

six qualified leads um couple DQs from

1:44:10

that and a couple sales contracted

1:44:12

revenue so this is how much revenue

1:44:13

that's predicted over their lifetime.

1:44:15

Um, if it's paper results, I would just

1:44:17

do the upfront whatever you did. So,

1:44:18

let's say you collect 2K up front from

1:44:20

that client and your new MR is roughly

1:44:22

$3,000 a month from like what they are

1:44:25

expected to pay you or $2,000 a month,

1:44:26

whatever it is. You get your, you know,

1:44:29

all of these information about your

1:44:30

ROAZ, your cost per qualified lead, your

1:44:33

qualified percentage, your, you know,

1:44:35

cost per acquisition or your CAC as

1:44:38

well, which is your customer acquisition

1:44:40

cost. basically how much it cost for you

1:44:41

to get a new client in ads. Obviously,

1:44:44

it's not, you know, going to be this

1:44:45

low. And if honestly you were collecting

1:44:47

this much money off of, you know, $500

1:44:50

in spend, 2K cash, actually that's

1:44:52

pretty realistic and that's pretty

1:44:53

healthy. You know, 3.51 back rorowaz and

1:44:56

obviously if rorowaz is positive, we

1:44:58

scale and I'll explain that in this

1:44:59

section as well. But this is how you

1:45:01

track your data. Daily checks. This is

1:45:04

an extra sheet that I have from a mentor

1:45:06

of mine that it's not required. You can

1:45:08

figure out how to use it to be honest. I

1:45:09

don't use it, so I don't even know. But

1:45:11

it does have some basic information

1:45:13

about like what your metrics could be,

1:45:15

you know, to know what to do. But I

1:45:17

would just stay on this, make decisions

1:45:19

off data, and go based on your seven

1:45:21

days, you know, last seven days or last

1:45:22

30 days. And what's nice is that it'll

1:45:24

do that properly and propagate up there

1:45:26

for you to make bet good decisions. Um,

1:45:29

so that's how you track your ads. um in

1:45:32

ter in terms of pixel and conversions

1:45:34

API when meta tracks what's considered a

1:45:38

lead right if you're using lead forms

1:45:40

it'll automatically track leads right if

1:45:42

you're using a landing page though how

1:45:43

is meta going to know what happens you

1:45:45

know when a prospect fills out their

1:45:48

information or becomes a lead that is

1:45:50

where pixel comes in pixel is something

1:45:53

that you can install into a landing page

1:45:55

to basically set up and tell meta

1:45:58

whereby if they click a certain you know

1:46:00

button so for example and Homewise. Um,

1:46:03

on this landing page right here, when

1:46:05

someone fills out this information,

1:46:07

>> HVAC, painting, concrete,

1:46:09

>> when someone fills out this information

1:46:11

and they click submit, Meta knows to

1:46:14

consider that to be a lead or

1:46:17

furthermore, when they book a call, Meta

1:46:20

will know that it's a schedule. And so,

1:46:21

you'll see how many appointments you

1:46:22

have scheduled and your cost per

1:46:24

appointment.

1:46:25

Now the reason why this is important is

1:46:27

not only for this tracking like yes it

1:46:29

helps it's helpful but more importantly

1:46:32

so meta can learn properly

1:46:35

in the actual adset which we should have

1:46:38

broken down a little bit when we built

1:46:40

out the ad campaign the live campaign

1:46:41

buildout is you have a performance goal

1:46:44

here right and if you're running you

1:46:47

know specifically lead forms it will

1:46:49

probably just be maximize number of

1:46:50

leads but if you're running pixel you

1:46:54

want to do schedule or leads. If you're

1:46:56

doing lead genen, I would do for like

1:46:59

your performance goal should be leads.

1:47:01

If you're doing book a call funnel, so

1:47:03

you know, getting clients through paid

1:47:05

ads basically by, you know, doing a book

1:47:07

a call funnel similar to how I probably

1:47:09

got you to join the program, you would

1:47:11

maximize number of schedules, right? So,

1:47:14

it really depends on your goal, but that

1:47:17

will help Meta

1:47:19

learn and get more of what you want. And

1:47:22

after like 20 to 50 conversion events,

1:47:24

it will get much better. Your cost per

1:47:26

result will go down a lot and ultimately

1:47:28

you'll make way more money because Meta

1:47:29

has time to learn what you're looking

1:47:32

for and it'll optimize for whatever you

1:47:34

set it to, right? To actually set this

1:47:37

up, I have a live video of me setting it

1:47:39

up in a pixel tutorial here. Hey

1:47:41

everyone, it's Owen Rensland and welcome

1:47:43

to setting up Meta Pixel and this is

1:47:45

also conversions API. Just everything

1:47:47

that you need to track accurate data for

1:47:50

meta. So in ads manager when you're

1:47:52

running ads for yourself right you

1:47:55

basically if you're using a lead form

1:47:57

then obviously meta is going to know

1:47:58

like when a lead becomes a lead. So you

1:48:00

have your cost per lead in your data and

1:48:02

you have all that information. But if

1:48:04

you use your own custom landing page and

1:48:07

I can show you what that looks like. Um

1:48:10

>> if you run a

1:48:10

>> you know this landing page just like

1:48:12

this or something similar from ads. Then

1:48:15

the issue is that how would Meta know

1:48:18

what elite is or a booking is? So, in

1:48:21

this video, what I'm going to do is show

1:48:22

you how to set it up so Meta knows what

1:48:25

a lead and a booking is so we can

1:48:27

attract and look for more people that

1:48:29

booked or became leads. The way that

1:48:31

this works is very, very simple. Lovable

1:48:34

or whatever website provider you use. I

1:48:36

would recommend using Lovable because

1:48:37

you don't have to do any of this work

1:48:38

yourself manually. Like, you can pretty

1:48:40

much just have Lovable set it up

1:48:41

immediately for you. So, Lovable will

1:48:43

basically send the data to Meta and then

1:48:46

we'll also have Go Highle send the data

1:48:48

to Meta 2. So we have the most accurate

1:48:50

tracking possible without paying for an

1:48:52

outside pro provider. The first thing

1:48:54

you need to do is go into your ads

1:48:56

manager account in the ad account that

1:48:58

you're going to be running the ads.

1:49:00

Next, click connect data under the data

1:49:02

set section. So if you go to all tools

1:49:04

and you go to events manager, that's

1:49:06

where you need to be. Then click connect

1:49:08

data. Click web next. And then go ahead

1:49:11

and create a new data set. We can call

1:49:12

this whatever we'd like. I would

1:49:14

recommend calling it something along

1:49:15

like what you're offering. So, Homewise,

1:49:17

B2B pixel. Now that that's done, make

1:49:20

sure to select the ad account you're

1:49:21

going to be running the ads on and go

1:49:23

ahead and press set up Metapixel.

1:49:26

Other ways to set up add Metapixel to

1:49:29

the website yourself. Click next. Copy

1:49:33

this code and be like add ask lovable.

1:49:36

Add this Metapixel to the website.

1:49:41

have it fire a new lead when someone

1:49:44

goes through the survey

1:49:47

and is qualified.

1:49:49

So greater than 500k a year in revenue

1:49:53

which we already set up in the form and

1:49:57

a schedule fire

1:49:59

when they book an appointment with the

1:50:03

go highle calendar

1:50:06

and get sent to the preall page.

1:50:10

Looks like my screen froze froze. There

1:50:12

we go. So we just tell it that

1:50:16

and it's going to do pretty much

1:50:17

everything. So much so that that's like

1:50:19

literally 50% of it done. Okay, so now

1:50:23

we need to wait. So that's pretty much

1:50:25

all we need to do inside of the pixel

1:50:27

for now. Now we just need to cool it and

1:50:29

let lovable do its thing. Okay, it's

1:50:31

going to implement all the code and do

1:50:32

everything into the website to fire the

1:50:35

proper data when the proper things

1:50:36

happen. Now um we will also set up

1:50:40

conversions API, but that was the pixel

1:50:42

part of it. Let's go ahead and wait for

1:50:43

this to finish and then we'll press

1:50:45

publish and update and then we'll test

1:50:46

it out. Okay, so the pixel ID now is

1:50:48

updated and the lead events fire when

1:50:50

the survey is completed and the revenue

1:50:52

is more than 500K as well as the

1:50:55

schedule event which is when they go

1:50:57

onto the pre-all page.

1:50:59

So let's go ahead and test it out. So

1:51:01

let's go ahead and publish and update

1:51:03

and let this publish a second. Great. So

1:51:04

now it says up to date. We can go ahead

1:51:06

and refresh events manager.

1:51:10

And what we need to do now is go on to

1:51:12

the pixel that we made, home wise B2B

1:51:14

pixel. Click test events.

1:51:18

Go to website.

1:51:20

And now choose confirm that your events

1:51:22

are set up correctly. And then type in

1:51:23

the URL that we are using for the page.

1:51:26

Now while we open this page up, we

1:51:28

should go back and see page view. Let's

1:51:31

see if it loads. Page view. Perfect. Now

1:51:34

let's see if it processes a lead

1:51:35

properly. So we go through as if we were

1:51:38

a company and we have more than 500k per

1:51:40

year in revenue. So we would be

1:51:41

qualified as a lead. Yes. One to four

1:51:44

reps. and you put in your information.

1:51:47

So, let's just do Owen testgmail.com.

1:51:53

Now, that should count as a lead.

1:51:56

Yep. Qualified lead and lead. Perfect.

1:51:59

Next, we can go ahead and book an

1:52:01

appointment.

1:52:03

Okay,

1:52:05

go. I'm going to actually remove this

1:52:07

question as well, but schedule or check

1:52:09

schedule.

1:52:11

There we go. So, now home improvement

1:52:14

account.

1:52:15

>> This should count as a schedule.

1:52:17

Schedule. Okay, perfect.

1:52:22

I believe that's everything. Now,

1:52:24

hopefully this didn't double, you know,

1:52:28

double process. Um, I believe it

1:52:31

dduplicates it if it does double process

1:52:34

like that. So, it should be just fine.

1:52:39

Um, let's see. So, it has a value on

1:52:41

there. Okay. Okay, I don't want any

1:52:42

value in there, but it looks like it

1:52:43

says it just fixed it. Um,

1:52:47

perfect.

1:52:49

So, it should be good to go. We can

1:52:51

publish it and update now. And now it's

1:52:52

fixed. And that's pretty much it. So,

1:52:55

what's going to happen now is an

1:52:57

overview, you aren't going to see any

1:52:58

events for a little while down here. But

1:53:01

if you wait around 30 minutes, 40

1:53:03

minutes or so, 45 minutes, see it says

1:53:05

it right here, you will see a page view

1:53:08

event here, a lead event here, and a

1:53:09

schedule event here. So, it's been like

1:53:10

24 hours. Um, it took like 30 or so

1:53:13

minutes for the events to actually show

1:53:14

up under here. Um, and I actually

1:53:16

started running the ads. So, it's kind

1:53:17

of getting a grasp on like what's going

1:53:18

on event wise. And if you could see in

1:53:20

the actual campaign as well, what I went

1:53:22

ahead and did is in the ad set level, I

1:53:26

set the conversion up to be the data set

1:53:28

and then the conversion event being the

1:53:30

lead. Um, and in addition to that, at

1:53:32

the bottom of the actual ads, if you go

1:53:35

all the way to the bottom, you'll see

1:53:38

that I have the tracking events set on

1:53:40

right here with the website events

1:53:41

checked. So, that's like the final steps

1:53:44

once you wait that 30 minutes. Okay. So,

1:53:46

now we are going to break down how to

1:53:47

set up copy as well or conversions API

1:53:51

um to increase the quality of our data.

1:53:54

Now to do this, go back to the events

1:53:57

manager and what we want to do is go to

1:54:00

setup conversions API. So this should

1:54:03

give you an option to do it here. If it

1:54:06

doesn't, you can go to settings and you

1:54:09

can basically just scroll down. Okay,

1:54:10

conversions API setup with data set

1:54:13

quality API. Okay, generate access token

1:54:18

and make sure you're choosing the

1:54:19

correct data set, which is this one

1:54:22

right here, I believe. Perfect. So now

1:54:24

that that's done there, you generate the

1:54:26

access token. You now have that. Copy it

1:54:29

immediately and save it somewhere safe.

1:54:30

So if we go into Google Docs, we can

1:54:32

just go ahead and copy our access token.

1:54:34

Okay, now that that's done, we can go to

1:54:37

go high level and connect Meta to GHL,

1:54:40

which we probably already have done at

1:54:41

this point. If you don't, go to

1:54:42

settings, integrations, and go ahead and

1:54:45

connect Facebook here. Okay, should be

1:54:47

good. We now want to add conversions API

1:54:50

action to the workflow. So we have two

1:54:53

workflows here. We have the new lead and

1:54:55

strategy call booked. We are now going

1:54:57

to add it to the lead one first.

1:55:01

Basically in the first step you want to

1:55:03

add meta conversions API. Okay. And we

1:55:07

have this right here. Now for this we

1:55:10

want to add the data set ID which is the

1:55:13

data set ID which is right here and copy

1:55:15

at the top of the pixel. data set ID,

1:55:18

the access token that I talked about

1:55:20

right here. Make sure that's good. Okay,

1:55:24

so this is going to be a funnel event,

1:55:26

and Facebook lead. Zero value, zero USD,

1:55:30

nothing there. Okay, that is pretty much

1:55:34

all you need to do for that. So, we go

1:55:38

ahead and press save.

1:55:40

It is now going to send the data

1:55:43

um to Meta when you get a lead.

1:55:47

Okay, next we are going to do that for

1:55:48

the strategy called booked automation as

1:55:50

well.

1:55:51

So we do meta conversions API here.

1:55:54

Funnel event access token is the same

1:55:57

one.

1:55:59

Data set ID is the same one.

1:56:03

Facebook event name is going to be

1:56:04

schedule

1:56:06

value nothing. And then save.

1:56:10

Okay, there you go. Now we need to test

1:56:14

it. So to do that, let's go ahead and

1:56:17

submit the survey with your real name

1:56:19

and phone number and go to events and

1:56:20

just go to the test browser. So if we go

1:56:22

to the test

1:56:25

um let's go ahead and make sure this is

1:56:26

published and updated as well. Okay, so

1:56:28

now that this is updated, let's go ahead

1:56:30

and do a test. So if we go to test

1:56:32

events, we can go to the correct pixel,

1:56:34

click website, and do one final test.

1:56:37

Let's go ahead and clear activity and go

1:56:40

ahead and do the second one and put in

1:56:43

our funnel link

1:56:47

test events and go through as if we were

1:56:50

as if we are a lead. So let's do this

1:56:53

one million year. Yes. One to four reps.

1:56:56

Let's say my name is Owen Jenkins and

1:56:58

I'm submit.

1:57:00

Okay. Let's go ahead and also book a

1:57:02

call. Okay. So let's see what data we

1:57:05

have that's accurately tracked.

1:57:09

>> We have page view lead schedule.

1:57:14

Boom. So that right there is everything

1:57:17

that you need to know. Now like I said

1:57:19

in you know the start of the video that

1:57:22

in overview you will see no events for

1:57:25

like 30 to 45 minutes. Then you will see

1:57:26

page view, lead and schedule here. Now,

1:57:29

once that's done and it's active here,

1:57:31

all you have to do is add it to the, you

1:57:33

know, to the adset and you're pretty

1:57:35

much done. So, that is how to set up

1:57:37

pixel. I hope you enjoyed this video and

1:57:39

um yeah, I'll see you next one. Scaling

1:57:40

philosophy.

1:57:42

If your rorowaz is positive, so your

1:57:44

return on ad spend, so like let's say

1:57:46

you spend $1 in ads and you return $3

1:57:48

back, that's your rorowaz, and it's

1:57:49

positive, you want to scale your spend.

1:57:52

To scale your spend, scale spend by 20

1:57:55

to 30% every two to three days to avoid

1:57:57

breaking it. If you're currently

1:57:58

spending $100 a day in ads and you jump

1:58:01

it up to $200 a day in ads, you are

1:58:03

going to completely break everything and

1:58:04

get back into the learning phase and it

1:58:07

is not going to be it's going to break

1:58:09

your campaign. Like you won't get good

1:58:10

results. So, there's three different

1:58:12

levels of

1:58:16

making decisions off of data here and

1:58:17

metrics when running ads. Now, I

1:58:21

recommend using this philosophy to kind

1:58:23

of help guide you. And it's kind of a

1:58:25

funny meme, I know, but basically it

1:58:28

says

1:58:29

to not really focus on these nerd level

1:58:32

three metrics. They honestly aren't that

1:58:33

big of a deal. They don't matter. And

1:58:34

the only reason they matter is if

1:58:36

there's a problem with the two because

1:58:37

it's a hierarchal like hierarchy of a

1:58:39

system. So like let's say rorowaz is

1:58:41

bad. Then often times there's a problem

1:58:44

with one of these metrics. And this is

1:58:46

kind of how you want to think about it.

1:58:47

If there's a problem one of these

1:58:48

metrics like cost per call for example,

1:58:51

there's a couple things that impact cost

1:58:52

per call. all of these, you know, a

1:58:55

couple things here.

1:58:57

So, the point is is like there's certain

1:59:01

things that impact these level two

1:59:03

metrics. So, if your rorowaz is bad and

1:59:05

you're not getting the return on ad

1:59:06

spend that you need to and you know your

1:59:08

rorowaz from the tracker, it should be

1:59:09

at the end of this. If your rorowaz is

1:59:11

not positive, then you have to change

1:59:14

something.

1:59:16

Okay? It's very very important. And the

1:59:18

way you would do that and think about

1:59:20

this is starting with your level one

1:59:21

metrics. If your os is bad, going to

1:59:23

level two, figuring out which ones

1:59:25

impact level two with claude or whatever

1:59:26

it is. You know, you can ask out of

1:59:28

these metrics claude, which one affects

1:59:30

my cost per shot, cost per call, and

1:59:31

it'll tell you exactly. And that's kind

1:59:33

of how you want to think about going

1:59:34

through this. So, here are your actual

1:59:37

benchmarks.

1:59:39

Now,

1:59:41

in terms of CPM, you want your CPM to be

1:59:44

anywhere between, you know, 30 and 40,

1:59:47

like around $40 to $100.

1:59:51

It should be lower for B to see, but

1:59:52

like I would honestly say anywhere

1:59:54

between 40 and $100. So I'm just going

1:59:56

to like quickly change this be like 40

1:59:59

to, you know, roughly 100. That is a

2:00:01

healthy CPM. Anything above that, it's

2:00:03

like you have a problem with your ads.

2:00:04

And I do have, you know, a lot of

2:00:07

information on improving your CPM right

2:00:08

here.

2:00:10

This is basically how much it costs Meta

2:00:12

to push your your ad out to a,000

2:00:14

people, right? your cost per cost per

2:00:17

millie, I guess it's called, which like

2:00:19

your cost per thousand impressions, how

2:00:20

much it costs on Meta to push your ad

2:00:22

out. Yes, I've seen people with $400

2:00:24

CPMs because their ads are bad. So, Meta

2:00:27

just doesn't want to push it out. CTR,

2:00:28

unique outbound link. This is the

2:00:30

click-through rate, right? This is what

2:00:31

we mentioned below or before.

2:00:34

Now, once again, I have a resource to

2:00:36

help you, you know, fix this. But your

2:00:39

target is at least 1.5%. And the actual

2:00:41

specific metric here, um, it should be

2:00:43

in your metric tracking, right? It

2:00:45

should be right here. CTR and CTR link.

2:00:49

Your CTR link should be 1.5% or better.

2:00:53

That is a healthy ad. So, I'm seeing

2:00:55

this right now. Like, I'm looking at

2:00:56

this and this is one of my ads. I'm I'm

2:00:57

seeing this right now that there is a

2:00:58

problem with my CTR link. So, then I

2:01:01

would go through and go to the document

2:01:03

that I have for you and I'm proving that

2:01:05

CTR to get better performing ads, you

2:01:07

know, to eventually improve my metrics

2:01:10

and make my rows better. But um that's

2:01:14

CTR should be at least 1.5%. Hook rate

2:01:18

is basically

2:01:20

whatever one you can get that's the

2:01:21

highest in your batch. That's what you

2:01:23

need to know. So it's just the first 3

2:01:25

seconds divided by the impressions. And

2:01:27

then frequency you want um roughly

2:01:30

anywhere between like 1 and 2.5ish

2:01:34

roughly. Frequency is just how many

2:01:37

times one each person has seen your ad

2:01:40

um that's been targeted by it. So, if

2:01:42

someone's seen your ad like six times,

2:01:43

like, oh my gosh, like yes, you need to

2:01:45

probably change something. Um, but this

2:01:47

isn't really that important to be

2:01:48

honest. Like, it's not going to really

2:01:50

impact the metrics as like much. The

2:01:52

biggest ones that are going to impact

2:01:53

performance are these two CPMs and CTR

2:01:57

in terms of conversion. So, this right

2:01:59

here is all about traffic. this

2:02:01

conversion like or these metrics in

2:02:03

terms of conversion. So basically

2:02:05

someone clicking on your ad to becoming

2:02:06

a lead. Landing page clickthrough rate

2:02:08

or landing page conversion rate is going

2:02:10

to be your highest leverage needle mover

2:02:14

to basically improve um results. VSSL

2:02:17

play rate also has a strong impact. Um

2:02:19

survey and form submission rate should

2:02:20

be around 45%. Page load speed should be

2:02:23

you know less than 2.5 seconds. And

2:02:25

obviously I do have a resource to help

2:02:26

you improve all these things. But the

2:02:28

landing page conversion rate, so

2:02:30

basically you know details on how to

2:02:32

actually like how that metric works and

2:02:33

what that is. It's basically like

2:02:36

however many unique landing page

2:02:38

visitors, how many qualified leads came

2:02:40

out of that. Okay, that percentage

2:02:42

should be 5 to 10%. A lot of people have

2:02:45

a constraint here. So there's a lot of

2:02:47

things that we can do to kind of pull

2:02:48

the needle and improve that metric,

2:02:50

which we'll get into. But um just know

2:02:53

that your KPI, your ideal target metric

2:02:55

for that is 5 to 10%. VSSL play target

2:02:58

20% survey/form submission rate which

2:03:01

you could track by using some kind of

2:03:03

better form software. So for example, a

2:03:06

lot of people inside of their funnels,

2:03:08

they will use you know a different kind

2:03:10

of form like

2:03:13

um type forms or you know lovable is

2:03:17

what I use because it's just better. So

2:03:18

for example, my survey looks like this

2:03:20

instead of the go high level one because

2:03:22

we can get specific data on how many

2:03:24

people and what percentage of people are

2:03:26

filling out that form to see whether or

2:03:27

not it's in KPI to see how our friction

2:03:29

is. You see it's all numbers game here.

2:03:32

Page load speed um 2.5 seconds or less

2:03:35

on mobile. Test this out and time it.

2:03:38

And then booking and sales. So basically

2:03:40

going from a lead to an appointment to a

2:03:41

close. Here is your target KPIs or

2:03:44

target metrics for what you should be

2:03:46

looking for or key performance

2:03:47

indicators. So 4 to 6% um should be your

2:03:51

booking rate. Otherwise known as 90% of

2:03:54

the people who apply should book. And

2:03:57

what I mean by apply are people that go

2:03:59

through the survey that are qualified.

2:04:01

90% of those people should book. That is

2:04:04

another reason why I decreased a little

2:04:05

bit of friction by putting my booking

2:04:06

page for example at the end of this

2:04:10

form. I'll show you submit. I have the

2:04:13

booking page right here. So there's not

2:04:14

like an extra page. Load speed less than

2:04:16

2.5 seconds on this page as well, which

2:04:18

is good. And we have a booking page. I

2:04:20

don't have that much availability. So,

2:04:21

this is something that I could do to

2:04:22

improve. Well, actually kind of do to be

2:04:24

honest. And then also it autofills the

2:04:27

information from, you know, the the last

2:04:30

page. So, that's another thing.

2:04:31

Actually, I'm not sure it does. It might

2:04:32

just be because I've filled this out so

2:04:33

many times, but that's another thing you

2:04:35

can do to improve um, you know, decrease

2:04:37

friction and improve the metrics. Uh,

2:04:39

but the point is these are your KPIs. 5

2:04:42

to 10% should turn into, you know, of

2:04:44

people that are qualified applicants

2:04:45

should turn into bookings. Um,

2:04:49

and yeah, so that's your booking rate.

2:04:51

Your show rate should be around 50%.

2:04:53

Anywhere between 40 and 60% is your

2:04:55

target uh for B2B calls. For like my

2:04:58

program, for example, the, you know, KPI

2:05:00

is 80%. So all these metrics depend

2:05:02

heavily on like what you're actually

2:05:04

selling and what you're doing. to find

2:05:06

out exactly what's accurate. You could

2:05:07

either just be in, you know, have more

2:05:09

experience or um ask Claude, you know,

2:05:12

situationally, but um your close rate

2:05:14

should be ideally around 25%. So 20% is

2:05:17

more realistic there, but ideally 25% or

2:05:20

better. Speed to lead under 5 minutes.

2:05:22

So if you can hit all these targets,

2:05:24

you'll be extremely profitable and

2:05:25

you'll make a lot of money. Now the

2:05:27

keystone metrics which are the only

2:05:29

metrics out of all these that actually

2:05:30

matter are the front-end rorowaz LTGP to

2:05:33

CAC cost per result and the kill

2:05:35

threshold. So frontend rorowaz is like I

2:05:39

mentioned in this tracking sheet is how

2:05:41

much money we make up front off of our

2:05:43

ads after having spent ad spend. Now KPI

2:05:48

if it's 2x time to scale it. Okay if

2:05:52

it's 1x break even it could be even fine

2:05:54

right? If we spend $1,000 in ads and

2:05:56

make $1,000 back up front, that's just

2:05:58

fine because chances are we have backend

2:06:00

cash to make up for it, right? We have

2:06:02

recurring revenue from every single

2:06:04

client.

2:06:06

Um, LTGPAC,

2:06:08

you want 3:1. I will explain everything

2:06:11

about this soon. Basically, for every

2:06:15

dollar we spend on acquiring a new

2:06:17

client, we need to make at least $3 back

2:06:20

for that $1 over the lifetime value,

2:06:22

lifetime profit of a client. That is the

2:06:24

health of our business and this is the

2:06:27

floor. I'll explain this later as well.

2:06:29

Cost per result. Um yeah, this depends

2:06:33

on your what you're offering basically

2:06:35

and like your comp like completely

2:06:37

depend on your offer, right? If you're

2:06:38

doing $100 upfront and pay per results

2:06:40

like your target for your cost customer

2:06:42

acquisition cost or your cost per

2:06:43

results is going to be like $100 $250,

2:06:46

right? Um the point is like as long as

2:06:48

your front end rorowes is good like this

2:06:50

is the only metric that matters here.

2:06:52

kill threshold or otherwise like when to

2:06:54

kill an ad. If it's too extra target,

2:06:56

then kill it. And I will explain all

2:06:58

these more in detail. It's just it's

2:07:00

important that you know that these are

2:07:01

your KPI benchmarks. Okay, these are

2:07:03

what you're looking for ads. You have

2:07:04

any question about what's going wrong

2:07:06

with your ad. You will perform a

2:07:08

bottleneck analysis, which I'll explain

2:07:11

to basically cross-check your ads and

2:07:13

your metrics with these KPIs and to see

2:07:16

what you need to fix so you can make a

2:07:17

decision off of data and not feelings.

2:07:20

So to use this table when your rorowaz

2:07:23

is off walk through this from top to

2:07:25

bottom.

2:07:26

Okay. And basically find what you can

2:07:31

easily two to 5x to improve all

2:07:34

everything else.

2:07:37

You know the thing is is like

2:07:41

this game of testing and improving with

2:07:44

data. A lot of it has to do with

2:07:46

experience. But what I recommend is

2:07:49

giving Claude this entire PDF on how to

2:07:52

run ads saying only refer to this

2:07:54

resource and help me make decisions on

2:07:56

what I should do and then give it your

2:07:57

metrics so that you can make the

2:08:00

decision yourself. Test it out yourself.

2:08:02

Figure out like what decision you think

2:08:03

you should make. You know, like let's

2:08:05

say you have all of your metrics in a

2:08:07

similar looking graph and you're like,

2:08:09

"Okay, my clickthrough rate is a little

2:08:10

bit low. My CPM is a little high. My

2:08:13

landing page conversion rate is a little

2:08:14

bit low." You can ask claw and be like,

2:08:16

"What is the highest leverage thing that

2:08:18

will, you know, give me a two to threex

2:08:19

results on that change to make me more

2:08:22

money and get you better cost per

2:08:24

results?"

2:08:26

Keep in mind these target metrics and

2:08:29

KPIs are not perfectly accurate because

2:08:32

they are dependent solely on your niche.

2:08:35

Okay? But these are in general healthy

2:08:37

numbers for most offers and you can use

2:08:39

these kind of as a rule of thumb as a

2:08:40

floor when making decisions. Scaling

2:08:43

rules. If my front-end rorowes is below

2:08:45

break even or below 1x, I pull back my

2:08:47

spend 20% and run a bottleneck analysis.

2:08:50

So when you run ads, it's important that

2:08:53

you set some scaling rules for yourself

2:08:56

about rorowaz because obviously this is

2:08:58

the keystone metric. If my front end

2:09:00

rorowaz is between break even, so it's

2:09:01

between one and two, then you run a

2:09:03

bottleneck analysis to see where the

2:09:04

bottleneck is. You know, you dive into

2:09:06

those level two metrics like I mentioned

2:09:08

and you solve and you keep spending, you

2:09:10

know, the same thing. So this is just

2:09:13

the general rule of thumb what you

2:09:14

should do if your rorowise is one even

2:09:16

break even um you could either pull back

2:09:19

spend by 20% and run a bottleneck

2:09:20

analysis or if it's fine and you have

2:09:24

enough backend cash to justify it then

2:09:26

you could just keep it the same and you

2:09:28

know keep your spend the same. If your

2:09:30

front end row is between 2 and 3x then

2:09:32

increase your spend by 15 to 20% every 2

2:09:34

to 3 days depending on the aggression

2:09:36

and sales velocity. Yes, I will explain

2:09:38

how to actually do this. If your front

2:09:41

row is above 3x then scale 20 to 30%

2:09:43

every two to three days. Um once again

2:09:45

depending on aggression and sales

2:09:47

velocity and like what your sales team

2:09:48

or who you know if you're running your

2:09:49

sales team like what you can actually

2:09:51

manage with your calendar bottleneck

2:09:52

analysis. So if you have an issue the

2:09:56

goal is to figure out you know which

2:09:58

bottleneck is bottlenecking the overall

2:09:59

performance because oftent times

2:10:03

there is usually one or two things that

2:10:04

you can fix to like two to 3x your

2:10:06

entire results. And keep in mind this is

2:10:08

a hierarchy right? So, you want to start

2:10:10

by looking at the level two metrics,

2:10:13

seeing what the biggest issue is, which

2:10:16

for most people it's probably going to

2:10:18

be the cost per call, but sometimes it's

2:10:20

something else. You know, if it's your

2:10:22

qualified rate, it's how you're

2:10:23

positioning yourself and how you're

2:10:24

running your ads and you not knowing

2:10:26

your audience well enough, your target

2:10:28

audience. If it's your close rate, you

2:10:30

know, it's your sales ability or your

2:10:31

sales team ability. So, you want to

2:10:32

train them better, you know, you know,

2:10:34

become better at closing. If it's your

2:10:36

show rate, your pre-all processes need

2:10:37

to get better and you know your triaging

2:10:39

whatever it is. If your cost per call is

2:10:41

the problem, then we can handle some of

2:10:43

these ad metrics to improve your ad

2:10:44

results. That's how we kind of want to

2:10:47

think about these things. So if your row

2:10:49

isn't good, just initiate one of these

2:10:51

analysis like a bottleneck analysis and

2:10:53

compare your seven or 14 day stats with

2:10:55

your original KPIs to see what you can

2:10:57

two to 5x. So the way that you do this

2:10:59

is you go into your track ad tracking

2:11:01

compare your 7-day data, you know, to

2:11:03

start with the ad tracking sheet and

2:11:05

basically from there you would use that

2:11:08

and compare it to your KPIs or what

2:11:10

you're going for. So let's say it's

2:11:11

these data, this data points right here,

2:11:13

which honestly you should have your own

2:11:15

KPI benchmarks for your own specific

2:11:16

niche. But you go based off your target,

2:11:18

compare it to your current tracking.

2:11:20

Let's say your unique link clickthrough

2:11:22

rate is 1.12%. And your KPI is 1.5%.

2:11:25

Okay, that is room to, you know, flag

2:11:28

that and keep that in mind. Let's say

2:11:30

your CPM is a little bit high and mine's

2:11:33

28 here, so it's no problem there. Let's

2:11:36

say your landing page conversion rate is

2:11:37

a little bit low. Like, you need to

2:11:39

basically do an analysis and see where

2:11:40

your constraints are. Okay, honestly, I

2:11:44

don't really have any constraints here

2:11:45

because this is a healthy rorowaz. So,

2:11:47

then I would just scale the spend. And

2:11:49

that's kind of how you want to think

2:11:50

about these things, right? And what's

2:11:53

good is that once you have a proven

2:11:54

offer and ad structure and campaign and

2:11:56

landing page and you have all this stuff

2:11:58

figured out, you don't have to

2:11:59

individually track for each and every

2:12:00

one of your clients, you just kind of

2:12:02

have a winning system that you could use

2:12:03

for every single client that's

2:12:04

repeatable. But often times you will

2:12:07

have to do this multiple times to figure

2:12:08

out like what's working and what's not.

2:12:10

Can't we just copy and paste it? So

2:12:13

yeah, just see what you can two to 5x.

2:12:15

Believe it or not, like this is so fun

2:12:17

to me like looking at this data because

2:12:19

like you know if you're looking at your

2:12:21

data and you find that you have a clear

2:12:23

constraint like your clickthrough rate

2:12:25

you your unique link clickthrough rate

2:12:27

is like 0.8 like all you have to do is

2:12:30

change your ads using the sheet that I

2:12:32

have to help you with it and like double

2:12:35

your results and half your cost per

2:12:37

lead. Like it's literally that crazy how

2:12:40

one one of these metrics can completely

2:12:42

determine how much money you make. you

2:12:43

can make double the amount of money. And

2:12:45

let me remind you again, all it takes is

2:12:47

one winning ad to make a ton of money.

2:12:50

Like, I literally have made $50,000 plus

2:12:52

off of individual clients from one

2:12:54

picture ad that you can make in 5

2:12:56

seconds with Hicksfield.

2:12:58

All it takes is one winning ad. So,

2:13:02

that's if you know how to actually scale

2:13:03

the ad and not just, you know, get

2:13:05

caught in the the loop that most people

2:13:06

do. But yeah, if we find that one of the

2:13:09

level two metrics are the bottleneck,

2:13:10

then we start messing with the level

2:13:11

three nerd metrics and most of most of

2:13:14

the time like your cost per call is

2:13:16

going to be the constraint because

2:13:17

people are just like struggle with

2:13:19

running successful ads especially, you

2:13:20

know, in the current state of the

2:13:21

market. If you want to get a cheaper

2:13:25

traffic cost, CPM, CTR, like these

2:13:27

things, I have documents to help with

2:13:29

that. Better, you know, click to optin

2:13:31

rate, lead to appointment booking rate.

2:13:33

These are all the metrics that you know

2:13:36

have to do with, you know, getting

2:13:38

cheaper clicks from meta and getting

2:13:42

more clicks on the ads, you know,

2:13:44

clickthrough rate. And then these are

2:13:45

the metrics that are affected by like

2:13:47

going from click to getting more leads,

2:13:50

getting more leads per click. And then

2:13:51

these are the ones on getting more

2:13:53

bookings per lead. I went ahead and

2:13:56

grayed out the metrics that don't

2:13:57

actually have that big of an impact here

2:13:58

and bolded and gave you resources to

2:14:01

help you solve the more important ones,

2:14:03

the keystone ones. This is extremely

2:14:05

valuable. You should bookmark this

2:14:06

because you'll use this often to improve

2:14:09

CPM, which is basically like how much it

2:14:12

cost to give your ads to a thousand

2:14:14

people from meta.

2:14:18

It generally means that your ads suck.

2:14:20

Like that's the highest leverage thing.

2:14:21

So, what you could probably do to

2:14:23

improve your CPMs is just have better

2:14:24

ads. But if you're dealing with high

2:14:26

CPMs, use this checklist to lower it.

2:14:28

Number one is the bidding strategy. So,

2:14:30

when you run ads on Meta, you're simply

2:14:32

just competing against other

2:14:34

advertisers, right? So, this is what

2:14:37

happens when you put no cost caps or

2:14:39

cost per result goals. So, inside of

2:14:42

Meta, inside of an ad, you can basically

2:14:44

set a cost per result goal. So, bidding

2:14:47

strategy right here, you could do cost

2:14:49

per result goal and set an active cost

2:14:53

per result goal of like what you're

2:14:54

going for in terms of ads. Now, let's

2:14:57

say it's cost per result goal, which is

2:14:59

the average cost per lead. For concrete,

2:15:00

let's say it's, you know, it's B toC, so

2:15:02

let's say you're going for like a $30

2:15:03

cost per lead. You would set that as the

2:15:06

goal. And basically what happens when

2:15:08

you do that is you kind of give Meta

2:15:14

insights as to what it's what you're

2:15:16

willing to auction in because all of

2:15:17

this is just a bidding auction,

2:15:20

right? Without telling Meta this bidding

2:15:23

auction will do whatever Meta chooses

2:15:24

and you know which includes being a part

2:15:27

of more expensive auctions,

2:15:29

right? So here's what I mean

2:15:33

by setting a cost per goal. So let's say

2:15:35

$100 for cost per booked appointment or

2:15:37

schedule event inside of Meta, which

2:15:39

would be the cost per result that we'd

2:15:40

be targeting with, you know, B2B ads.

2:15:43

Your if your CPM shoot up after doing

2:15:45

that, then it's likely meta telling you

2:15:47

that given your current optimization

2:15:48

event, your creative optimization, your

2:15:50

creative v visuals, like what your ad

2:15:51

actually is, your account history, all

2:15:53

this stuff, you just aren't possibly

2:15:55

able to hit that cost per result goal.

2:15:57

So you'll have to change one of these

2:15:59

things.

2:16:00

This will basically give you insight as

2:16:02

to if your ad or your process is good

2:16:04

enough given the state of the market and

2:16:06

what you're going for, what metrics you

2:16:08

actually want. So, bidding strategy is

2:16:10

something you can do to improve your

2:16:11

CPM. Um, it will improve your CPM if

2:16:15

it's fit and this is just fine.

2:16:18

Optimization event, you can simply, you

2:16:20

know, choose the event that you want at

2:16:21

the adset level. I would recommend, you

2:16:24

know, because like if you go from lead

2:16:26

optimizing for leads, like if I show you

2:16:27

in the adset here and you optimize here

2:16:29

for maximize number of leads and why

2:16:31

don't I go into another campaign that's

2:16:33

like not doing a lead form so you can

2:16:34

get a good example of this. If I go into

2:16:37

an typical ad set, you can maximize

2:16:39

number of leads and use a conversion

2:16:40

event that's either schedule or lead

2:16:42

here, right? If you switch from lead to

2:16:44

schedule, your CPMs are going to go, you

2:16:46

know, this will change them a lot. So

2:16:50

you should always optimize campaigns

2:16:53

around the furthest bottom of the funnel

2:16:55

event that you have enough volume for.

2:16:57

That is the key. So the bottom of the

2:17:00

funnel event for lead genen would be

2:17:03

probably a booked appointment for most

2:17:05

people, right? For call funnels, that's

2:17:07

why you want to do schedule. Um for lead

2:17:10

genen, I recommend you do lead actually

2:17:12

because all this really just matters.

2:17:14

It's a matter of like how much volume

2:17:16

you have. If you choose schedule and you

2:17:18

don't have that much volume, it's going

2:17:20

to take Meta a long time to optimize and

2:17:22

it's not going to ever really get out of

2:17:23

the learning stage. You know, if you're

2:17:25

spending $50 a day and you're optimizing

2:17:27

for schedules, that's going to happen

2:17:28

because you don't have enough budget to

2:17:30

get enough schedules in to optimize. So,

2:17:32

you want to lead in that situation with

2:17:34

a lower budget. That's why it says

2:17:35

learning limited because my budget here

2:17:37

is only like $150 a day or what is it

2:17:39

like$1 $135 a day.

2:17:42

That's not enough given the ad creative

2:17:44

and process I'm running to get enough

2:17:46

schedules. So the learning is limited.

2:17:49

So here you'd want to go and do a lead.

2:17:51

But my solution here is just to increase

2:17:54

the budget and not worry about it

2:17:56

because um I want more accurate tracking

2:17:58

and I'm actually collecting leads for

2:17:59

this offer. Whatever it is. So basically

2:18:02

like I said this is how to know what

2:18:04

schedule and optim what event you should

2:18:06

basically optimize for. Placements. So

2:18:09

placements can give you very cheap CPMs

2:18:11

but bad traffic. So what I would

2:18:13

recommend you do is in the adset level,

2:18:15

choose only Facebook, Instagram, okay?

2:18:17

By choosing Messenger, audience,

2:18:18

network, and threads. These three give

2:18:20

you really cheap CPMs and get you in

2:18:22

front of a lot of people, but it's not

2:18:23

good traffic. So just stick to Facebook

2:18:25

and Instagram. That's something you can

2:18:26

do to improve your CPMs. Time of year,

2:18:29

holidays, and things have an impact. And

2:18:31

a good example is like my cost per lead

2:18:33

for my roofing clients doubles in the

2:18:34

winter time. And that's literally just

2:18:36

because most people don't get roofs done

2:18:37

in the winter. Another thing is weak

2:18:39

creative visuals. This is the most high

2:18:41

leverage thing. Meta wants to push good

2:18:44

ads. So if your ad is visually appealing

2:18:46

and native to the platform, it will push

2:18:48

it much more. If you use visual hooks,

2:18:50

you know, and you use like wide like,

2:18:52

you know, a whiteboard in your ads or a

2:18:54

ladder, you're holding a ladder,

2:18:55

whatever it is. Like cool and fun ads

2:18:57

scale heavily. And if your visuals look

2:18:59

bad, then you would just get higher

2:19:00

CPMs. This is an example from a video I

2:19:03

watched at a mastermind. This guy was

2:19:05

getting $300 to $500 CPMs because the

2:19:09

ads looked so bad.

2:19:13

It truly has a big impact. If you

2:19:16

literally have a bad looking ad versus a

2:19:17

good-look ad, you get 10 times the

2:19:20

better results.

2:19:22

Keep that in mind. So, make sure you

2:19:23

look the part. If you're selling to

2:19:25

high-end business owners and founders

2:19:26

doing like millions of millions of

2:19:28

dollars a year, you should be in a

2:19:29

higherend studio. If you're selling to

2:19:31

contractors, be out on a job site, be

2:19:33

outside, be walking, be in a car,

2:19:34

whatever it is. Clean audio and video is

2:19:36

very important as well. So, make sure to

2:19:38

add in visual hooks. Props help. You

2:19:40

know, for example, if you're recording

2:19:42

an ad for roofing, literally record it

2:19:44

on a roof. If you're recording general

2:19:46

ads for contractors, hold a ladder, have

2:19:48

a construction hat. Just like be fun

2:19:50

with it. This is a, you know, an ad I

2:19:52

made when I started running paid ads of

2:19:54

me literally recording on my roof for

2:19:56

roofers. Weak messaging. If you have

2:19:59

weak messaging, Meta won't push it as

2:20:01

well. This means that what you're saying

2:20:03

isn't actually speaking to your ICP and

2:20:05

it's not resonating with them because

2:20:07

right now in terms of the market, like

2:20:09

for Meta, messaging is targeting. What

2:20:11

you say will put you in front of the

2:20:13

right audience. So, make sure you say

2:20:15

the right thing to the right ICP.

2:20:19

Non-native ad, make sure your ad is

2:20:21

native to the platform. So, if you're

2:20:23

running video ads, make sure that it's

2:20:25

not like a black screen, like a blank

2:20:26

screen with a YouTube video format for

2:20:28

the ad. Keep it native to the platform.

2:20:32

Um, so if you're running Instagram ads

2:20:34

or meta ads, you want to have ads that

2:20:36

look like they're just basic videos on

2:20:38

meta, just like this, formatted

2:20:40

properly, handheld kind of vibe. Um, and

2:20:44

honestly, this is a little high like

2:20:46

quality, but I am targeting business

2:20:47

owners. That's the reason why. So,

2:20:50

that's something. And by the way, I want

2:20:52

to just mention that the line between

2:20:53

organic and paid ads is almost one to

2:20:56

one nowadays. And what I mean by that is

2:20:58

like you can basically post content

2:21:00

that's organic content and if it does

2:21:02

well, post that as an ad and run it as a

2:21:05

paid ad and it's one to one. So like

2:21:08

it'll work really well. So keep that in

2:21:10

mind. Inactive Instagram and Facebook

2:21:13

page. If you haven't already, watch 1.35

2:21:16

in the program to learn how to warm up

2:21:18

your Facebook and Instagram account.

2:21:19

It's very important if you're running

2:21:21

any kind of ads for yourself or your

2:21:22

clients or whatever it is. If you don't

2:21:24

have an active account and like an

2:21:26

engaged with account, this can majorly

2:21:29

affect your C your CPMs.

2:21:32

Obviously, like having proof on your

2:21:33

account will help conversion, but the

2:21:34

biggest thing is CPMs, right? If you

2:21:36

have an inactive fresh page that's just

2:21:38

gotten created with no followers, no

2:21:40

engagement, no posts, your CPMs could be

2:21:43

double of what they would normally be.

2:21:44

And that would literally double your ad

2:21:45

result, like your cost per result, which

2:21:48

is sometimes the difference between

2:21:49

profitability and not. Create a format.

2:21:52

Try new formats. Okay, here are just a

2:21:54

few formats that are crushing you right

2:21:56

now. Static ads have always crushed it.

2:21:58

You know, like one of my best performing

2:21:59

ads um is just that simple ad that I

2:22:02

showed you earlier in the video. It's

2:22:04

just a static ad. For example, this

2:22:05

one's crushing it as well for me right

2:22:07

now as well. Just a picture of a red

2:22:08

creative with white text. Uh split

2:22:11

screen videos with visuals on the bottom

2:22:12

half. A lot of people are doing that.

2:22:14

Um, so like going through a mirror

2:22:16

board, for example. Instagram style Q&A

2:22:18

videos are crushing it right now. So,

2:22:21

yep, I might rip some of these for

2:22:22

contractors. YouTube style educational

2:22:24

videos have been working well.

2:22:26

Whiteboard this or that. Viral hooks,

2:22:28

direct camera. So, you know, my messing

2:22:32

with what a viral hook is, like a viral

2:22:33

video, and then basically switching that

2:22:35

to a direct cam direct direct camera ad,

2:22:37

which is basically you just talking to

2:22:38

the camera. AI hooks, skit style ads,

2:22:41

selfie videos, driving or walking. These

2:22:43

are all things that are crushing it. Um,

2:22:46

try new formats if you want to increase

2:22:47

or, you know, decrease your CPMs and

2:22:49

make them better. Another thing that

2:22:51

people mess mess up on here is having no

2:22:53

creative divers diversification.

2:22:56

You really want if you want healthy CPMs

2:22:58

and you want meta to push out your

2:22:59

stuff, just test out more different

2:23:00

kinds of creatives. So, if you want

2:23:03

details on mastering the Andromeda

2:23:05

update, this is a resource from sell

2:23:07

more online. And I can't give take any

2:23:09

credit for this um from Evan Sichch

2:23:11

which is you know one of the founders of

2:23:12

like how I look at ads basically. So

2:23:15

here's a bunch of details a 54page

2:23:17

document about Andromeda ads. If you

2:23:20

want to learn more about that you can do

2:23:21

that here. If you have slow page load

2:23:23

speed so and by the way this is common

2:23:25

with go high level sites. That's why I

2:23:27

have most people use lovable. This can

2:23:29

negatively impact CPMs. So these are all

2:23:31

the needle moving things that you can do

2:23:33

if you have high CPMs. I know it's kind

2:23:35

of detailed, um, but it's very important

2:23:37

that I cover this because that's one of

2:23:38

the most important things, right? If

2:23:40

your meta is not pushing out your stuff

2:23:41

and you're getting a $100 CPM, like you

2:23:44

got to change something. Otherwise,

2:23:46

you're not going to be able to get any

2:23:47

good ad results, regardless if your ad,

2:23:49

regardless of your landing page,

2:23:51

regardless of your sales process. So,

2:23:53

we'll start there. Number two, if your C

2:23:56

your CTR is the issue and it's not 1.5%

2:23:59

your unique link clickthrough rate on

2:24:01

meta, then here are things you can do to

2:24:03

improve your CTR.

2:24:05

Once again, CTR is the, you know, the

2:24:08

click-through rate of your ads. So, it's

2:24:09

the amount of people that click onto

2:24:10

your landing page or destination from

2:24:12

your ad.

2:24:14

The actual accurate metric from Ads

2:24:17

Manager is unique outbound link CTR

2:24:19

percentage. Okay. So, if you want to see

2:24:20

what it is specifically there and I

2:24:23

actually have this auto calculate to

2:24:26

make sure that it's completely correct

2:24:27

in the gray here. So, then you also have

2:24:29

to fill in less data on your end. So, by

2:24:32

just putting in your link clicks um your

2:24:34

clicks all and your impressions, it will

2:24:35

give you the correct calculation which

2:24:37

is just link clicks minus impressions or

2:24:39

divided by impressions. So, that'll be

2:24:41

your clickthrough rate. Now, target is

2:24:45

1.5%. if it's less. This generally means

2:24:48

that your ad offer or your messaging

2:24:50

just wasn't good enough. So the first

2:24:53

thing that we can kind of pull here, the

2:24:54

first thread that we can pull to improve

2:24:56

this is your messaging quality. So this

2:24:58

is just how much your audience resonates

2:25:00

with your message. Whether it's a

2:25:01

picture ad or video ad, it doesn't

2:25:03

matter. Is what you're saying speaking

2:25:05

to your audience's pain points, desires,

2:25:07

circumstances, results, um, or needs, or

2:25:10

is it just weak and broad? The questions

2:25:13

you want to ask yourself to improve your

2:25:15

messaging quality is, are you being

2:25:17

direct enough in your CTA or your call

2:25:19

to action? Is it clear what the prospect

2:25:21

needs to do next, is the offer clearly

2:25:23

articulated and tangible enough? Is your

2:25:25

hook strong enough? Did I use too much

2:25:27

jargon and BS? Is the ad too long? Is

2:25:30

the ad too short and lacks context? Did

2:25:33

I show any proof? If it's too broad or

2:25:36

something like

2:25:38

they don't want it, okay, they won't

2:25:39

click. it has to remove logistical

2:25:42

intensity. So, as a bonus, you can use

2:25:45

this resource to help understand your

2:25:46

audience better, which will help with

2:25:47

your messaging quality. Um, like I said

2:25:49

earlier on in this video,

2:25:51

now emotional urgency. Having more emot

2:25:54

emotional urgency can help your CCR by

2:25:56

putting the prospect into a state of

2:25:57

pain. The goal here is to get the

2:25:59

prospect out of scroll mode, to take

2:26:01

them out of the mode that they're in.

2:26:03

Because if they're on meta, they're on

2:26:04

Instagram or Facebook, they're likely

2:26:05

scrolling. For example, ad one is if you

2:26:09

own a local business, you should be

2:26:10

doing online marketing to get more leads

2:26:11

and grow. We help we can help you get

2:26:13

more customers, book a call with us

2:26:14

today. Ad, if you're a roofing

2:26:17

contractor in city and you're tired of

2:26:18

buying share leads that four other guys

2:26:20

already called, we help homeowners or we

2:26:23

book homeowners onto your calendar for

2:26:25

quotes and you only pay when they show

2:26:26

up. Ado is a billion times better

2:26:31

because it resonates so much more with

2:26:33

your target demographic. like you're

2:26:34

going through a painoint. It has life.

2:26:36

It feels real.

2:26:38

So like this is the the the importance

2:26:41

of having some emotional urgency and

2:26:43

really knowing your audience. That can

2:26:46

mostly like have the biggest impact on

2:26:48

your CTR.

2:26:50

Good visuals and good messaging mean

2:26:52

high CTR

2:26:54

offer. Even if your ad is great, if your

2:26:56

offer is not good enough or not

2:26:58

something people actually want, then the

2:27:00

ad won't perform and you will get a low

2:27:02

CR. It could be something that people

2:27:04

want but the way you articulate it is

2:27:07

the problem because remember like your

2:27:09

offer is not you know theiding the

2:27:11

deciding factor here. It's your

2:27:12

perceived offer. It's like what they

2:27:14

actually hear from you. So again this is

2:27:16

why you need to understand your audience

2:27:17

and your ICP. It's very important.

2:27:20

Changing this will also influ influence

2:27:22

every other metric. So like if CTR is

2:27:24

low like please don't just change your

2:27:26

ad offer your complete offer like don't

2:27:28

do that but this can be an impact and

2:27:30

something to look at. Resonation. Now,

2:27:33

your ad must resonate with your target

2:27:35

audience. So, this includes the ad

2:27:36

visuals such as what you wear, the

2:27:38

environment, the actual ad itself, and

2:27:40

also the message as well. So, how you

2:27:42

grab attention, how you articulate

2:27:43

everything. This is really important.

2:27:46

Like, if you're reaching out to a

2:27:47

high-end business owner, you know,

2:27:49

million dollars a month plus, you need

2:27:51

to be extremely articulate in your

2:27:52

words. You need to be concise. You need

2:27:53

to understand like you have to talk a

2:27:56

certain way to these types of people. If

2:27:57

you're reaching out to a local

2:27:58

contractor, you're like, "Here's how we

2:28:00

can get you guys some more jobs on, you

2:28:02

know, where you only pay with a

2:28:03

homeowner if they sit down." Like the

2:28:05

language difference between those two

2:28:06

things is sometimes, you know, the

2:28:10

deciding factor into how much they

2:28:12

resonate with you. Ad length. Some ICPs

2:28:15

resonate more with longer ads and some

2:28:17

with shorter ads. So, test both and see

2:28:19

how they perform in your specific niche.

2:28:21

Now, weak messaging is a big thing as

2:28:23

well. If you have weak messaging, Meta

2:28:24

won't really push it. And once again,

2:28:27

that's literally just that you aren't

2:28:28

actually speaking to your ICP and it's

2:28:30

not resonating with them. Messaging once

2:28:32

again is targeting. A non-native ad

2:28:34

once, make sure it's native to the

2:28:36

platform. It's very important. Like this

2:28:38

is all things that are in the CPM's part

2:28:39

as well. Inactive Instagram, Facebook

2:28:41

page. I won't really go through this

2:28:42

again. Creative format once again try

2:28:44

new formats. No creative diversification

2:28:47

as well as page load speed. So these are

2:28:48

all things that can improve CTR or, you

2:28:50

know, hurt CTR as well. Um, but these

2:28:53

are kind of the biggest things.

2:28:55

Honestly, the highest leverage thing you

2:28:56

can do here is just your messaging,

2:28:58

asking yourself these questions,

2:29:00

understanding your audience better,

2:29:02

having more emotional urgency, and

2:29:05

making sure that your offer is good,

2:29:06

that you're resonating with them, and

2:29:07

you have good visuals. A lot of things

2:29:09

to check, but this is what you can do to

2:29:11

improve your CTR.

2:29:13

So, th that's pretty much what you can

2:29:15

do to get a cheaper, you know, cheaper

2:29:18

to get the click or to get more people

2:29:20

to click. Now, once they actually click,

2:29:23

how do we make sure they turn into leads

2:29:25

or booked appointments? To figure this

2:29:28

out, we need to learn about landing page

2:29:31

conversion rate. This metric is the

2:29:33

amount of new qualified leads that come

2:29:34

in divided by the unique landing page

2:29:37

visitors. So, how many total visitors

2:29:39

there are on landing page. For example,

2:29:41

let's say you have 500 landing page

2:29:43

visitors and you get 40 qualified leads.

2:29:45

That is a good example.

2:29:48

There's a couple things that we can do

2:29:49

to improve our target landing page

2:29:51

conversion rate, which our target is 5

2:29:53

to 10%, but there's a lot of things we

2:29:55

can do to improve these metrics and get

2:29:57

them to this point. Number one is the

2:29:59

page load speed. This is a very, very

2:30:02

important and not many people think

2:30:03

about it. Use a Google page speed test.

2:30:07

You can literally look up like I can do

2:30:08

it with you, Google page speed test, and

2:30:13

literally just see your actual page

2:30:15

speed test. Okay, if your page is slow,

2:30:19

host it on Cloudflare and turn on all

2:30:21

the speed optimization settings and

2:30:23

compress images, etc.

2:30:25

Number two, branding and visual

2:30:27

credibility. It is crucial that you have

2:30:30

visual credibility. Now, I'm going to

2:30:32

ask you this. Which one of these looks

2:30:35

more credible?

2:30:37

Okay,

2:30:41

now the thing is is like I would use AI

2:30:47

or you know lovable to do this for you

2:30:49

or pay for it to be done professionally.

2:30:51

Keep in mind it must be mobile first.

2:30:53

Okay, so you need to fix the mobile view

2:30:55

on the funnel. Make sure that it's built

2:30:58

for mobile you know and not the

2:31:01

computer. It's very important. Um,

2:31:04

messaging congruency. The landing page

2:31:06

must be congruent to what ad that they

2:31:07

clicked on. If the ad says one thing and

2:31:09

the landing page says another, people

2:31:10

will click off. So, in my opinion, the

2:31:13

best strategy to go about doing this is

2:31:15

like test out ads, see what ad performs

2:31:18

the best, then because you know that

2:31:20

it's resonating with your target ICP,

2:31:22

then change the landing page headline to

2:31:24

match the ad. So, we're not guessing

2:31:26

headlines. You can take it one step

2:31:28

further, by the way. If you find a

2:31:29

winning message on the ad and use it in

2:31:32

your confirmation emails, pre-all

2:31:33

content, appointment reminders, all

2:31:35

these things to improve your congruency

2:31:37

to be way more congruent and to get way

2:31:39

better conversion rates across the

2:31:40

board. Remember the more better new

2:31:42

framework page experience and

2:31:44

information. It's important that your

2:31:47

page is easy to use, that it looks good,

2:31:48

has important information above the

2:31:50

fold, right? So like before people

2:31:52

scroll, that's what above above the fold

2:31:54

means. It's not like unresponsive. When

2:31:56

looking to optimize for page experience,

2:31:58

do so by asking yourself what's stopping

2:32:00

someone from taking action on the page.

2:32:02

You know, is the copy confusing? Do they

2:32:04

have to scroll to click the CTA? Is the

2:32:06

application survey or form smooth and

2:32:09

well integrated? You know, is there too

2:32:11

much information on the page? There's

2:32:12

like an information overload. Your page

2:32:15

must answer all these questions. What is

2:32:17

this? What results can I get? Can I

2:32:18

trust these people? What do I have to do

2:32:20

next? What problem does this solve? What

2:32:22

do I need to do on my end to make this

2:32:24

work? What you can do once again is file

2:32:27

download this as a PDF.

2:32:30

It's in the resource section below and

2:32:32

send this to Lovable to make sure that

2:32:34

it checks all the boxes. Sections must

2:32:37

include social proof, FAQ, but no fluff.

2:32:39

And if it's cold traffic, just make sure

2:32:41

they have enough information about like

2:32:42

you and what you do to book a call or

2:32:44

apply. This is why I like using a VSSL

2:32:47

for cold traffic, especially like B2B

2:32:49

ads. And that's why I have one built out

2:32:51

here is just for the sole reason that

2:32:53

like people don't have enough

2:32:54

information about who I am, what I do

2:32:56

and proof. So I like to fill them in

2:32:58

with this information here so they know

2:32:59

more about me to, you know, apply or

2:33:01

book a call. Application questions.

2:33:05

These questions will largely impact the

2:33:07

friction. So don't start off with a lot

2:33:09

of questions. Like I said, start with

2:33:10

minimal minimal questions. See the

2:33:12

quality that comes through and then add

2:33:13

friction if needed.

2:33:16

As agency owners, we need to know the

2:33:17

revenue of our prospects as well. and to

2:33:19

do this in the most friction

2:33:21

frictionless way possible. So if you ask

2:33:23

for revenue, say something in the

2:33:25

description below the question like we

2:33:27

ask for monthly revenue so we can tailor

2:33:29

our best strate like our strategy to

2:33:30

your budget. So for example, what

2:33:33

revenue range is your business currently

2:33:34

at per month? We only ask this to make

2:33:37

sure we can offer you the right services

2:33:39

for your specific business. Or if you

2:33:41

want people to tell you their actual

2:33:43

revenue at higher rates, what is your

2:33:45

target revenue in the next six months?

2:33:47

Cool. X to X. Now, what is your current

2:33:49

monthly revenue? Okay, so for your

2:33:52

application questions for your funnel

2:33:54

structure to improve your landing page

2:33:56

conversion rate, always do some kind of

2:33:57

non-revenue qualifier. So, for me, it's

2:34:00

usually like what's your company size or

2:34:02

like are you the owner of the company, a

2:34:04

revenue qualifier, you know, with a

2:34:06

justification statement, like I said

2:34:07

earlier, to basically make sure that

2:34:09

they make enough money to deem to be

2:34:10

qualified to work with you and to

2:34:12

consider themselves as a lead to you.

2:34:14

Contact details. If it's B2B, add a

2:34:17

website so you can basically get their

2:34:18

website as well. And then partial

2:34:20

submit, turn that on and make sure that

2:34:22

whatever survey or form provider you

2:34:23

use, whether it's tight form or level,

2:34:25

has an option to partially submit. So

2:34:27

you can get their information even

2:34:28

though they don't fill out the form

2:34:29

completely and submit it. Some people

2:34:31

just forget. Additional questions used

2:34:33

to increase friction or aid in the sales

2:34:35

process. Okay. So in the beginning with

2:34:38

your ads, you want to get as much

2:34:39

throughput in as possible to feed the

2:34:41

pixel without being too heavy on

2:34:42

qualification. So, be a little loose

2:34:44

when you first launch your ads. Maybe

2:34:46

don't have all of these qualifying

2:34:47

questions in here and additional

2:34:48

questions. Um, literally just have the

2:34:52

most important ones because the survey

2:34:54

submission rate KPI is around 45%. And

2:34:57

anything lower than that, there's likely

2:34:59

question causing major drop off. If

2:35:01

that's the case, what I would recommend

2:35:03

you do is start using type form to track

2:35:06

specific question drop off. And lovable

2:35:10

can do this for you. you can just ask it

2:35:12

application user experience. So make

2:35:15

sure that the application is full on

2:35:16

screen, full screen on mobile when they

2:35:18

fill it out. This is another little

2:35:19

thing just to improve the survey, you

2:35:22

know, submission rate. Um, what I

2:35:24

recommend you do is have a pop-up form.

2:35:27

That's what I have. So, I have a pop-up

2:35:28

form that pops up and you just need to

2:35:30

make sure that this is full screen on

2:35:32

mobile because it can be kind of a

2:35:33

nightmare to fill out a small

2:35:34

application like this that it looks

2:35:36

great on the computer, but on mobile,

2:35:38

you know, if you have to type certain

2:35:39

stuff in and select these options, it's

2:35:41

kind of a nightmare. Think about also

2:35:43

your ICP if they're a little bit older.

2:35:45

The text field size also should be 14 to

2:35:47

16 pixels. Otherwise, it will make the

2:35:49

phone zoom in when you put in the

2:35:50

information. So, like let's say you put

2:35:52

in the information right here, when you

2:35:53

start typing it in, it is going to zoom

2:35:55

in um on mobile. So, it's like very

2:35:58

important um that it's the right size

2:36:01

and people should not have to fill out

2:36:02

their information twice in order to book

2:36:04

a call. Okay? So, like if you have a

2:36:05

survey with full name, phone number, and

2:36:07

and email, this should carry over to the

2:36:10

calendar. And if you need help doing

2:36:12

that, contact use lovable, use custom

2:36:15

fields, UTM parameters whereby they fill

2:36:17

this out, click submit, it adds us to

2:36:19

the, you know, your URL of like a

2:36:21

question um eel equals it'll be

2:36:23

something along these lines or

2:36:24

slashquest eel or whatever equals and

2:36:27

then they'll be like the first name

2:36:28

whatever and it'll take that

2:36:30

information, put it onto the calendar

2:36:31

just so they don't have that added

2:36:32

friction of filling out their

2:36:33

information again. Um, as far as VSSL as

2:36:36

well, make sure the play rate and

2:36:38

engagement levels are as at least six

2:36:39

like 20%. And if you want to increase

2:36:41

this, use Vidalytics. You can add a

2:36:43

video thumbnail to increase the play

2:36:45

rate, rewrite the page headline as well

2:36:47

to increase the curiosity about the

2:36:49

VSSL. Um, you can use some kind of

2:36:51

visual aid in the VSSL to make it more

2:36:52

interesting as well, you know, to be

2:36:54

clicked on. For example, I use a

2:36:56

slideshow, so there's some visual

2:36:58

elements so people are more interested

2:36:59

to click on it as well as these nice

2:37:01

captions. So, these are just all

2:37:03

improvements that you can make to

2:37:04

improve your landing page conversion

2:37:05

rate to hit that target 5 to 10%. This

2:37:08

applies for B2B and B TOC. Okay.

2:37:12

Now, if you want to get more bookings

2:37:14

from your leads, here's exactly what you

2:37:17

can do to improve your booking rate.

2:37:19

Okay. Obviously, this is the amount of

2:37:21

new appointments that get booked from

2:37:23

the unique landing page visitors. So, if

2:37:25

you have 500 unique landing page

2:37:26

visitors and you get seven appointments

2:37:28

booked, then that is your booking rate.

2:37:30

Target booking rate for you or your

2:37:32

clients is 4 to 6%. That's a healthy

2:37:34

funnel.

2:37:36

Your booking rate should be similar to

2:37:38

the landing page conversion rate. But

2:37:40

two things that can impact this is call

2:37:42

availability. So making sure that you

2:37:44

have enough availability on the

2:37:45

calendar. So you know the more flexible

2:37:46

you are with your calendar availability,

2:37:48

the lower the cost per booking will be.

2:37:50

But keep in mind this will also impact

2:37:52

show rate. You know you want to be more

2:37:55

flexible so people have options as to

2:37:56

when they can book. Something that helps

2:37:58

with this is using 15-inute increments

2:38:00

so people can book at, you know, 10:15,

2:38:02

10:30, 10:45, etc. And then user

2:38:05

experience as well. You know, make sure

2:38:07

to pass the details from the application

2:38:09

to the calendar step. If you use

2:38:10

lovable, they can do it for you. Um,

2:38:14

another thing that impacts performance

2:38:15

here, your booking rate is having

2:38:19

separate pages for your form and your

2:38:22

calendar. Um, you want to combine the

2:38:24

two in the same funnel or survey. And

2:38:26

that's why I put the booking calendar

2:38:28

page at the end of the pop-up survey

2:38:30

instead of a separate page altogether.

2:38:31

These are like more limiting factors of

2:38:33

why you shouldn't use go high level for

2:38:35

stuff like this and for funnels. You

2:38:37

should probably use lovable or something

2:38:38

that's a little bit more native to the

2:38:39

actual platform. Okay, so now I'm going

2:38:41

to go ahead and do a live bottleneck

2:38:42

analysis to kind of like break down how

2:38:44

this actually goes on the day-to-day

2:38:46

process. Let's go ahead and do a live

2:38:48

bottleneck analysis. This is a real

2:38:50

campaign of mine and it is a bait and

2:38:53

switch campaign. Um, and I can actually

2:38:56

show you the creatives that this

2:38:58

campaign has. Majority of the spend,

2:39:01

it's a lot of ads, um, but majority of

2:39:03

the spend, I'll show you what it comes

2:39:05

from specifically, it's mostly from ads

2:39:08

that look something like this. This

2:39:10

account is disabled, so this is an old

2:39:12

account, but um, most of the ads look

2:39:15

something like this. So, basic

2:39:18

creatives, similar to ones that we

2:39:19

showed you earlier, and this is one

2:39:22

month of data. Now, this is enough data

2:39:25

to get some actual signal to know like

2:39:28

whether or not these ads are good and

2:39:30

stuff. So, that's why I'm using this um

2:39:32

data. I have new ads, obviously, newer

2:39:33

ads, but this one has a decent amount of

2:39:35

data for the singular ads that are in

2:39:37

here. Yeah, let's just go ahead and do a

2:39:38

bit of a bottleneck analysis. So, first

2:39:40

thing I'm going to do is send my KPI

2:39:42

benchmarks um to Claude. Now, keep in

2:39:45

mind these aren't like exact metrics,

2:39:47

but I do want to give Claude at least

2:39:49

something to go off of just kind of help

2:39:50

me make this decision. So it's not

2:39:52

completely based off of my you know me

2:39:55

basically. So let's go ahead and attach

2:39:57

these say attaching KPI benchmarks

2:40:01

roughly not exact because that is for

2:40:06

home improvement overall and this is ads

2:40:10

for roofing.

2:40:12

Okay.

2:40:14

run a bottleneck

2:40:17

analysis

2:40:19

based on these metrics and what my

2:40:22

constraint is.

2:40:24

Okay. And then basically what you do is

2:40:26

just give it your data.

2:40:29

So there's the first part of data there

2:40:32

and then the second part of data right

2:40:34

here.

2:40:35

Now we can basically give it our data

2:40:40

just like so.

2:40:43

attach it all and just have it start

2:40:45

running it. Okay, so that is what we're

2:40:46

going to do and while that happens,

2:40:47

we're going to do it ourselves. Okay, so

2:40:49

let's go ahead and take a look at it

2:40:50

ourselves while Claude is doing the work

2:40:52

on the back end. So first things first,

2:40:54

this is a real campaign obviously. So we

2:40:56

are going to go ahead and see the

2:40:58

keystone metrics first because obviously

2:40:59

like the keystone metrics is rorowaz,

2:41:02

LTGP to CAC, cost per result, kill

2:41:04

threshold. So let's look at the rorowaz.

2:41:06

That's the first thing. First things

2:41:07

first, the upfront rorowz is 2.49 and

2:41:09

the revenue rorowes based on lifetime

2:41:11

value is five. So, this is a healthy

2:41:15

campaign, okay? Not much needs to change

2:41:18

to be honest. My CAC is $84 and my

2:41:21

average upfront cash is around $2,000

2:41:23

because I have six sales, $12,000 total

2:41:26

in upfront cash. Um, so right off the

2:41:29

bat, this campaign is scalable. This is

2:41:31

a live campaign of mine. I'm just good

2:41:32

at running ads, so like it's hard for me

2:41:33

to find like a failing campaign to like

2:41:35

con show you the constraints and stuff.

2:41:37

But I will say like we there's so many

2:41:39

improvements we can make to increase

2:41:40

this upfront row as to be much higher

2:41:42

and make it much better as well. Um so

2:41:45

just to take a look at things in

2:41:47

perspective just like every single

2:41:48

metric all of these are in normal CPMs

2:41:51

are in KPI that's fine 20 to 80 is good.

2:41:54

Um CTR all and then C unique CTR is

2:41:57

0.69% for the whole campaign that's very

2:42:00

low on average. So this is a huge

2:42:03

constraint like this should be double to

2:42:05

be honest. Okay, landing page conversion

2:42:07

rate is insanely high. So that's how we

2:42:09

kind of make up for it. And the reason

2:42:10

why is because we're losing lead forms

2:42:11

here. That's why it's so high. Gosh

2:42:14

bleeds good. Basically, the CTR on

2:42:16

average is quite low. But if we take a

2:42:18

look at all the ads individually, the

2:42:19

unique CTR for some of them is high and

2:42:21

good and the rest of them it's lower.

2:42:23

Um, so 1.22 is actually pretty good. So

2:42:26

we would basically double down on this

2:42:27

ad specifically. This seems to be the

2:42:29

winner here based on metrics and we do

2:42:32

have enough spend to kind of justify

2:42:33

that. Um, and obviously we are running

2:42:35

lead form for this. Um, so and the see

2:42:38

here now with the booking page at the

2:42:39

end. So next up is qualified leads

2:42:41

disqualified. I actually don't have this

2:42:42

data cuz this campaign was a little

2:42:43

while ago, but I do have the no-show. I

2:42:46

was getting I got 31 no-shows out of 71,

2:42:50

which means my show rate was roughly

2:42:52

44%.

2:42:53

That is low. Okay, that is a constraint.

2:42:55

My close rate is good because I got six

2:42:58

closes out of, you know, however many

2:43:00

shows, 40-ish. Um, that's pretty good.

2:43:03

that's within KPI. So everything like is

2:43:06

fine. My CAC is $84, but I collect an

2:43:09

upfront cash of 2K. So it means I have

2:43:11

clients client finance acquisition. So I

2:43:12

can scale pretty aggressively here. Um

2:43:16

so what I would do if this was actually

2:43:18

my campaign is I would just scale it. I

2:43:20

would literally wait, you know, I would

2:43:22

scale it 20 30 20 to 30% every two to

2:43:24

three days until something breaks

2:43:26

because my upfront row is good and my

2:43:27

revenue res or my LGP to CAC is high as

2:43:30

well based on the contracted revenue.

2:43:32

So, it's good. Like, it's healthy and

2:43:35

it's scalable. Now, there are

2:43:36

improvements that we could could make.

2:43:38

Like, we could increase the CTR link by

2:43:40

doubling down on only that specific ad

2:43:42

and getting rid of all the losers. That,

2:43:43

right, that alone would probably get me

2:43:46

like way more leads and appointments.

2:43:48

Um, and then I would also prefer to

2:43:50

actually use a landing page instead of a

2:43:51

lead form just so this drop off isn't as

2:43:53

high. So basically, if you were to fix

2:43:55

something here, just kind of like to

2:43:57

give you an example about how you would

2:43:58

look at these constraints is you would

2:43:59

duplicate the ad set and only use the

2:44:01

winner, the best ad that had the best

2:44:03

unique CTR to improve that. And in

2:44:06

addition to that, I would switch to a

2:44:07

landing page to prevent this huge drop

2:44:09

off. And um yeah, and then also improve

2:44:13

your show up rate as well. So there's

2:44:15

obviously there's levers you could pull

2:44:16

for that in the sales module if you want

2:44:17

to know. And but other than that, like

2:44:19

you actually don't even need to do

2:44:20

anything with this scam because it's

2:44:21

winning. So I would just scale it. But

2:44:22

let's see what um let's see what Claude

2:44:26

says. Yeah. So, appointment booked to

2:44:28

show um I actually gave it the date the

2:44:29

wrong data. So, obviously my constraint

2:44:31

it's like 44% actually not 35.2 but

2:44:34

still the constraints is basically show

2:44:38

up rate like I said link click-through

2:44:41

rate is under and

2:44:44

um yeah lead to appointment booked is

2:44:47

okay. Yeah. Yeah. So, in my opinion,

2:44:48

this should be higher, but according to

2:44:50

Claude, like our biggest constraints are

2:44:52

our our show rate and our CTR. Um, I did

2:44:55

give it the wrong data for this, so it's

2:44:56

a little bit low. It should be like 44%.

2:44:58

So, it is still under. So, but these two

2:45:00

are by far the lowest things. But the

2:45:02

thing is is like it explains that like I

2:45:04

don't even need to fix it because it's

2:45:06

good. So, it's really no like there's

2:45:10

not like any crazy changes or anything

2:45:11

that we need to make here because like

2:45:12

we are already in KPI. But that's how

2:45:14

you would typically go about like

2:45:15

analyzing metrics is give it to AI, see

2:45:17

what AI thinks based on your data. Um,

2:45:20

and then basically go into pulling the

2:45:22

the thread. Now, what I would do to fix

2:45:24

this see like this link clickthrough

2:45:26

rate because it's very low. Like, you

2:45:28

know, if we're getting that many clicks

2:45:30

versus, you know, that many impressions

2:45:32

and that many link clicks, like

2:45:34

obviously that's quite low. It should be

2:45:35

about double that. The change I would

2:45:37

make is take the winning creative and

2:45:39

just double down on that because this

2:45:40

one has a 1.22%. and then I would just

2:45:42

turn everything else off um if it has

2:45:44

enough spend and it's not getting the

2:45:46

result I want it to. But the truth is

2:45:48

like this ad is doing well. And if you

2:45:50

wanted to get more high performing ads

2:45:52

with a similar CTR, like what we would

2:45:53

do is basically take this ad and then

2:45:54

double down on it and make some more ads

2:45:56

that are similar to this. Um maybe some

2:45:58

different slightly different wording but

2:45:59

same vibe. And that's how we would kind

2:46:01

of double down and test a new ad set. So

2:46:03

we duplicate this ad set. Then we

2:46:05

basically put that winning ad in there

2:46:07

and then made some variations like it

2:46:09

and then scale up that ad. Um, and yeah,

2:46:12

so like this is how we would kind of go

2:46:14

about analyzing constraints and

2:46:15

bottlenecks based on the KPIs. This was

2:46:17

just an example obviously like I'm not

2:46:19

like live doing it technically, but I am

2:46:22

doing it kind of in front of you. But

2:46:23

the truth is is that like if you do good

2:46:25

and if you make a good campaign with

2:46:27

good ads and you do right the first

2:46:28

time, then your revenue row as an

2:46:30

upfront like all these data points and

2:46:32

numbers and yes, I might like change

2:46:34

some of these to make them align more

2:46:35

with the the you know the document based

2:46:38

on like these names and things, but the

2:46:41

point is it's like if you do it right

2:46:42

the the first time like you might not

2:46:45

even have a constraint and your

2:46:46

constraint is not spending enough money.

2:46:47

So yeah, that was um kind of breaking

2:46:51

down um a bottleneck in a way or just

2:46:55

kind of showing you how I would go

2:46:56

about, you know, live doing this in

2:46:58

front of you. So I hope you enjoyed and

2:47:01

um yeah, let's keep going. Media buying

2:47:03

and testing cadence. So media buying in

2:47:05

2026 or just getting better ad results

2:47:08

basically is about feeding it signal.

2:47:09

Okay, it's about testing creative at

2:47:11

volume and getting out, you know, out of

2:47:13

its way pretty much. The people who are

2:47:15

kind of, you know, who lose when it

2:47:17

comes to ads are the people who change

2:47:21

things too often. And the people who win

2:47:24

build a system and just let it do its

2:47:26

thing. Let it run.

2:47:28

Signal based buying. Meta's algorithm is

2:47:31

smarter than you. Okay? So, your only

2:47:33

job is to give it a clean signal and

2:47:35

enough budget to find the people that

2:47:37

actually convert.

2:47:39

Every time that you make some kind of

2:47:40

meaningful edit, you will scramble that

2:47:42

signal and send the adset back into the

2:47:45

learning phase where performance is

2:47:46

unstable and costs fluctuate. Things

2:47:48

change. So you have to consolidate,

2:47:52

simplify, and stop touching things. To

2:47:55

do this, consolidate by going with fewer

2:47:57

campaigns, fewer adsets, and more budget

2:47:59

per adset or ad. Because if you split

2:48:02

$100 a day across five different adsets,

2:48:05

like it doesn't give Meta much data.

2:48:07

Like yes, the Andromeda update is good

2:48:08

and we can test more ads at once and

2:48:10

it'll allocate it properly

2:48:13

versus if you have one adset at $100 a

2:48:16

day, there's so much more signal there.

2:48:18

So don't spread your ads so thin where

2:48:20

they can never exit that learning phase

2:48:22

and just give meta enough data to find

2:48:24

signal. In terms of testing volume, the

2:48:28

number one people why people the number

2:48:29

one reason why people fail at ads is not

2:48:31

necessarily because of a bad strategy.

2:48:34

It's because they don't test enough

2:48:35

creative, specifically not testing

2:48:37

enough hooks. See the hook section for

2:48:40

that. Most people run three ads, watch

2:48:42

them flop, and then conclude, "Oh, ads

2:48:44

don't work for my niche, so let me

2:48:45

switch my niche."

2:48:47

They tested three things, okay? Winners

2:48:49

come from volume. The mindset here is

2:48:52

that like you're not trying to find one

2:48:53

perfect ad. Yes, one ad can change your

2:48:55

life, but you are running a search for

2:48:58

the winner. Okay? And the only way to

2:49:00

find it faster is more attempts, right?

2:49:02

and just assume one in five to one in 10

2:49:05

creativesish will be a real winner.

2:49:07

Okay,

2:49:08

so if you want two winners, you need to

2:49:10

probably test around 10 to 20 ads. Hook

2:49:12

testing. So ideally, you want to test 10

2:49:14

to 20 hooks if you're doing video ads.

2:49:16

And the way that this looks at picture

2:49:18

creatives is like you want to test 10 to

2:49:20

20 pictures, but how you test them

2:49:23

decides whether you want to actually

2:49:24

find a winner or kind of just like

2:49:26

starve a ton of ads because we want to

2:49:29

make sure we give enough signal. So for

2:49:31

hook testing volume, the constraint is

2:49:34

never like how many hooks you want to

2:49:35

test. It's how much budget each one

2:49:37

needs to give meta real signal and

2:49:39

enough data. An adset based off of

2:49:42

meta's like actual T and like terms is

2:49:46

that an adset needs around 50

2:49:48

optimization events before you know the

2:49:50

numbers actually mean anything to exit

2:49:52

the learning phase completely.

2:49:54

So if you split your budget across too

2:49:56

many ads and none of them ever get

2:49:58

enough to spend like enough spend to

2:50:00

properly test it's going to be hard

2:50:03

right that's why we need to be careful

2:50:04

about how we allocate our budget in the

2:50:05

beginning. Now this is one of the

2:50:08

different ways or also like 5 to

2:50:09

sevenish days um can also give us enough

2:50:12

signal there. Budgeting rule every ad

2:50:15

that you run needs to have roughly $10

2:50:18

to $20 a day of its own spend to test

2:50:21

fairly.

2:50:22

This is the rule of thumb.

2:50:25

Now, remember this for your client's

2:50:27

ads, for your ads, for all of them. So,

2:50:29

if you're running $60 a day, do not test

2:50:31

100 creatives. It won't work. You will

2:50:34

never find a winner. It will take you a

2:50:36

year. So, work backwards from your

2:50:38

budget and not forwards. And the way I

2:50:40

mean by that is like if you're doing $20

2:50:42

a day per adset, that's one to two

2:50:44

hooks, okay? Not 15 or one to two

2:50:46

picture creators, whatever that is. $50

2:50:48

a day, three to four hooks, $100 a day,

2:50:50

five to six hooks, $200 a day, the full,

2:50:52

you know, 10 hook batch. Run the test

2:50:55

based on the above. Find the winner,

2:50:58

remove the loser, and then feed the next

2:51:00

two in. So, when you have bad ads after

2:51:02

a while, like if you find out you've

2:51:04

been running it for a while, you have,

2:51:05

you know, thousandish dollars and spend

2:51:06

much enough conversion events as well,

2:51:08

enough leads, and you find out that the

2:51:10

unique outbound CTR is very low, you can

2:51:12

kill it. Um, and once again, this is why

2:51:16

picture creatives are great because

2:51:17

they're cheap to produce. They're easy

2:51:18

to make them so you can keep conveying,

2:51:20

keep the conveyor moving without burning

2:51:21

money or time on production and video

2:51:23

ads.

2:51:25

Um, I will also tell you on how to kill

2:51:27

ads sooner and to kind of spot a loser

2:51:30

fast, but to launch, duplicate at the

2:51:32

adset, the ad level, swap in the new

2:51:35

hook or new picture creative, keep

2:51:37

everything else the same, and then

2:51:38

launch the batch into one ad set and let

2:51:40

it spend. Do not judge until each ad has

2:51:43

at least 5 to seven days or 50 events,

2:51:46

50 leads, 50 appointments, whatever you

2:51:48

have it scheduled to. And if you want to

2:51:49

know how to make that work, see how to

2:51:51

make changes, which is going to be um

2:51:54

later down in this document. It's very

2:51:57

important that we keep everything else

2:51:58

the same here that you know the same

2:52:00

body, same offer, same audience and the

2:52:02

only difference is the actual picture

2:52:04

creative or the hook because

2:52:07

then we can truly isolate the variable

2:52:08

and actually see the impact and not

2:52:11

change multiple things at once. So we

2:52:12

don't know like what's going on.

2:52:14

So hook rate which is the 3 second video

2:52:17

views divided by impressions. A low hook

2:52:19

rate means the first one to three

2:52:20

seconds to earn attention. This is the

2:52:22

first thing to check. Once you find out,

2:52:24

iterate. Once you find a winner, just

2:52:25

iterate. Make five to 10 variations of

2:52:26

the winning hook. So to figure this out,

2:52:28

go to 3se second video plays, which is

2:52:31

this right here.

2:52:33

You can even all see you can even check

2:52:35

out all three of these metrics and see

2:52:37

the percentages and that's how you

2:52:38

basically get the hook rate. Um but

2:52:41

yeah, once you find a winner, just make

2:52:43

iterations off of the winning hook.

2:52:44

remember more better new um you know new

2:52:49

opening line, new visual, new first

2:52:51

frame basically but the same idea and

2:52:53

test those next because winners make

2:52:55

more winners.

2:52:56

Now the creative engine is something

2:52:58

that I've gotten from an entrepreneur

2:53:00

that I look up to in the e-com space

2:53:01

that does about

2:53:04

more than hund00 million a year. And the

2:53:06

creative engine is kind of a method you

2:53:07

can use to constantly make new creatives

2:53:09

so you always have new things to test

2:53:11

and a bunch of winners or a bunch of

2:53:13

winners to scale and it runs on a bit of

2:53:15

a loop. So ideation pull hooks and angle

2:53:19

ideas from Facebook ads library and

2:53:21

winners. So these are ads running six

2:53:23

plus months or your own winning ads. The

2:53:26

hook psychology levers as well. So

2:53:28

curiosity, relevance, emotion, proof,

2:53:29

novelty and then batch produce. So don't

2:53:32

just make one ad. Okay, make a batch.

2:53:34

same body, five to 10 different hooks is

2:53:36

the highest leverage test that you can

2:53:37

do or five to 10 just picture creatives

2:53:40

because they're easy to produce. Then

2:53:41

test. So launch the batch, let it get

2:53:44

signal, and do not judge early. Okay?

2:53:46

And you will see the cadence below.

2:53:49

Now cut and scale, kill the clear

2:53:51

losers, keep the clear winners, and

2:53:54

iterate. So just take what's working and

2:53:56

make five to 10 variations of it. Just

2:53:58

do more. The goal is to just never run

2:54:00

out of creative to test. Okay? That is

2:54:02

when a campaign dies is when you don't

2:54:04

test new creatives.

2:54:06

Obviously, not for a single bad ad.

2:54:09

When to kill, keep, or scale. Kill the

2:54:12

losers, keep the winners useless advice

2:54:15

when you have like don't have clarity.

2:54:17

So, in the beginning, most people just

2:54:19

can't see clearly yet. So, here are the

2:54:22

actual thresholds on when to keep or

2:54:24

when to scale. Don't judge anything too

2:54:27

early. Okay? Before any of these

2:54:29

thresholds apply, an ad needs enough

2:54:32

data. Okay, the ad set that we were just

2:54:35

looking at did not have enough data to

2:54:37

make decisions yet. So, we have to keep

2:54:38

it going until it does. Enough data is

2:54:42

always 30 to 50 optimization events or 5

2:54:46

to 7 days, whichever comes first. Once

2:54:49

again, see how to make changes, which is

2:54:51

a section coming up. Removing an ad at

2:54:53

$15 in spend and three leads is not

2:54:56

discipline, it's emotion. Let the ad do

2:54:58

its thing. Let it run. Let it spend.

2:55:02

Kill threshold. Once an ad has real

2:55:05

data, compare its cost per result, which

2:55:07

cost per lead or cost per schedule,

2:55:08

depending on what you're optimizing for,

2:55:10

against your target KPI, or the max cost

2:55:12

per shown call or per lead that you

2:55:15

calculated in reverse budgeting earlier.

2:55:17

If your cost per result is 2x your

2:55:19

target or worse, kill it. If your cost

2:55:21

per result is at or under target, keep

2:55:23

it. And if your cost per result is

2:55:25

between 1 and 2x of the target, the

2:55:27

messy middle, don't remove it. Don't

2:55:29

scale. Either let it gather more data or

2:55:31

run some kind of analysis. So like is it

2:55:33

the hook, is it the funnel? Fix the

2:55:35

constraint before deciding. Now, the way

2:55:38

that this looks like, let's say your

2:55:39

cost per result and cost per appointment

2:55:41

goal is like $100. Okay? If it's $200 or

2:55:45

worse, kill it. Okay? If your cost per

2:55:48

appointment for the ad is at or under

2:55:52

target, so 100 or less, keep it. Okay,

2:55:55

it's pretty simple. But the thing that

2:55:57

most people like make mistakes on in

2:55:59

this stage is not giving an ad enough

2:56:03

data to truly know what the cost per

2:56:05

result is.

2:56:07

If you think about these companies that

2:56:08

are testing ads and they're running an

2:56:10

ad, you know, truly testing out if it

2:56:12

works and they have, you know, one to

2:56:15

$10,000 of amount spent on a singular

2:56:17

ad. That is enough data to know and

2:56:20

obviously it is right because they're

2:56:21

spending at higher amounts. So it's like

2:56:22

how can we emulate that with a lower

2:56:24

budget by just unfortunately letting it

2:56:26

have more time and being more picky

2:56:28

about what creatives we actually test

2:56:29

and how often we do that.

2:56:32

The 2x rule exists because if the cost

2:56:34

per result, you know, it's noise. You

2:56:36

know, it's noisy early. It changes.

2:56:38

Something at a 1.3x target might just

2:56:40

need more data, but something at 2x plus

2:56:42

is telling you clearly that people, you

2:56:43

know, it's reaching it doesn't convert

2:56:45

to.

2:56:47

Now, I will say that you don't always

2:56:50

have to wait for, you know, full results

2:56:53

to spot a dead ad. Okay? If an ad has

2:56:55

burned through real spend, you know,

2:56:57

like 2 to 3x your target cost per

2:56:59

result. So, for example, if my target

2:57:01

result for this campaign is $150 per

2:57:04

cost per appointment, if an ad has spent

2:57:06

$450

2:57:07

and hasn't gotten any conversions,

2:57:10

that's the threshold where you can kill

2:57:12

it. If not, do not kill it. So, that's

2:57:16

kind of what you need to know. If

2:57:17

there's no leads on triple the budget,

2:57:19

it's not bad luck. It's just a broken ad

2:57:20

that's not working. And this kind of

2:57:22

saves you from feeding money into the

2:57:24

obvious losers while still giving the

2:57:25

normal ads time to prove out. Because

2:57:27

keep in mind like a lot of people what

2:57:28

they'll do is they'll look at this ad

2:57:30

set right here, these, you know, these

2:57:32

ads and see, oh, these haven't gotten

2:57:35

leads or appointments

2:57:37

and haven't had spent yet, so let's turn

2:57:38

them off because they're not winners.

2:57:40

No, that's wrong. Keep them going

2:57:45

because they haven't spent enough yet to

2:57:46

know. If one of them spends $450, which

2:57:49

is three times our cost per appointment

2:57:51

goal, then yeah, we'll kill it because

2:57:54

it's a bad ad. But we don't know yet.

2:57:57

Now, understanding why so you can

2:57:59

iterate and not just delete. When you

2:58:01

have a loser and a bad ad, it's data. So

2:58:06

before you toss it, check where it's

2:58:09

broke. Figure out why it's not working

2:58:11

and what metrics are at a KPI so that

2:58:13

you can prevent this in the future.

2:58:16

Okay. Now, scale threshold. A keeper

2:58:19

isn't automatically a scaler. Just

2:58:21

because you want to keep it because your

2:58:23

cost per results fine, doesn't mean

2:58:24

you're going to be able to scale it.

2:58:27

Scaling is a campaign level decision

2:58:30

driven by rowats. That is what

2:58:32

determines whether or not you scale. If

2:58:35

you have any questions, see scaling

2:58:36

rules,

2:58:38

not an individual ad decision.

2:58:41

When an ad is winning, you know, on cost

2:58:44

per result, it's doing fine. You're

2:58:45

going to get a good cost per lead or

2:58:46

cost per appointment depending on what

2:58:47

your KPI is. To scale it the right way,

2:58:51

you can duplicate the winner at a higher

2:58:53

budget.

2:58:55

I would very much restrain from just

2:58:57

cranking the budget on the original.

2:59:01

You can do that. Like you can do that.

2:59:03

Like I've done that with this ad and got

2:59:04

good results. And what that looks like

2:59:06

is I click edit on this ad. It's

2:59:08

winning. It's a winning ad. It's doing

2:59:09

fine. And I want to scale it. I go to

2:59:11

the adset level or wherever you kind of

2:59:13

handle the budget and I increase it by

2:59:16

anywhere between 10 and 20%. So 20% of

2:59:19

135

2:59:22

27. So 135 plus 27

2:59:26

162. So you increase this to add it to

2:59:29

162 and press publish. You can do that

2:59:31

but if you do any more than 20% it will

2:59:33

go back to the learning phase. So the

2:59:37

better way to do this is to duplicate

2:59:40

the winner at a higher budget. So if

2:59:42

you're doing ads set, you know, budget

2:59:44

or campaign budget, I that's why I

2:59:46

recommend doing adset budget because you

2:59:47

can like duplicate the adset right here

2:59:49

and then you can put allocate all the

2:59:52

budget into the winning ad and just

2:59:53

scale that one ad up because you know

2:59:55

it's a winning ad. That's what I would

2:59:58

recommend. Or if you're doing campaign

2:59:59

budget like I am, I could just increase

3:00:00

it by 20% here.

3:00:03

So, yep. But do 20 to 30% every two to

3:00:06

three days. That's the cadence. Do not

3:00:08

do anymore. So, how to make changes.

3:00:10

Okay, this is probably the most valuable

3:00:12

part of this whole video.

3:00:14

This is where most people have problems.

3:00:17

Okay, they see one slow day, they panic

3:00:19

and start editing, which resets learning

3:00:21

and guarantees bad days.

3:00:25

Rules:

3:00:27

Don't judge or edit inside the learning

3:00:31

phase.

3:00:33

Don't even consider the results unless

3:00:36

they're 3x, you know, your cost per

3:00:38

result and then in that case you can

3:00:39

turn off the ad, whatever. It's a, you

3:00:40

know, dead ad. But give an ad 40 to 50

3:00:43

optimization events or 5 to 7 days

3:00:45

before you decide anything. Most ads

3:00:48

were killed before they had a chance.

3:00:50

And that's the reason why nobody ever

3:00:52

succeeds running ads is because they

3:00:53

don't give it enough time and

3:00:56

optimization events.

3:00:59

Big edits reset learning.

3:01:02

So if you change the budget over 20%,

3:01:05

you know, like 30%, 40%, 50%, whatever

3:01:06

it is, or swap the optimization vent

3:01:08

while an ad running is an ad is running

3:01:11

or editing creative at the ad set level,

3:01:13

all restart it and change it. So keep

3:01:16

that in mind. Ads learn at the ad set

3:01:18

level. So if you want to, you know, not

3:01:22

affect your learning negatively, you can

3:01:24

either duplicate an ad in an already

3:01:26

existing adset. fine, but it will make

3:01:28

it have to learn more because they

3:01:30

optimize at the adset level. So, what

3:01:32

you really want to do if you want to

3:01:33

test out new ads, just quickly duplicate

3:01:35

the adset and test out the ads. Test out

3:01:38

a new ad, whatever it is. Um, that's

3:01:40

what you can do to prevent breaking the

3:01:42

adset that's already running.

3:01:45

Never edit a live ad or an live ad set

3:01:48

ever,

3:01:50

ever. This is the most fatal mistake

3:01:53

that you can make if you run ads. If you

3:01:55

have an adset and it's running, so for

3:01:58

example, this one has spent around

3:01:59

$1,200 and I edit it.

3:02:03

If I change the website link and hit

3:02:06

publish, my ad results going to be

3:02:08

screwed. Like that's it. It's done. The

3:02:11

ad's done. By changing even just like a

3:02:14

couple of words in here and publishing

3:02:16

again, it will completely destroy the

3:02:18

ad. Never edit an existing running ad.

3:02:23

Never edit an existing running ads set.

3:02:26

If you want to make changes, you need to

3:02:29

quickly or just duplicate the adset and

3:02:31

do it in a new one.

3:02:34

If you need to make targeting changes or

3:02:35

ads set level changes, so if you want to

3:02:37

change from like a lead form to a

3:02:38

landing page or you want to change the

3:02:40

placements or you want to change the

3:02:42

budgeting strategy or the conversion

3:02:44

location, you have to duplicate this and

3:02:46

do a new adset.

3:02:48

Never edit it. The final rule, change

3:02:51

one thing at a time. Okay. So, if you

3:02:53

change the hook, the audience, and the

3:02:54

budget all at the same time and it

3:02:56

improves, you really have no idea why.

3:02:58

You're just guessing. You're not

3:02:59

actually testing. Now, the whole

3:03:01

philosophy here is like make decisions

3:03:03

based on your data, not feelings. Give

3:03:06

the algorithm signal and time to spend

3:03:08

to actually see what's going on and only

3:03:10

ever change one variable at a time to

3:03:12

see what improvements you're making. Ad

3:03:15

math and budgeting. Most of the section

3:03:17

is from Alex Ramoszi and this is the

3:03:19

section that separates people from you

3:03:20

know who just run ads from people who

3:03:22

build a real business with ads. If you

3:03:25

don't know your numbers you're gambling

3:03:26

and if you do scaling is extremely easy.

3:03:29

Earlier I mentioned the importance of

3:03:30

this metric. It's a keystone metric like

3:03:33

rorowaz LTGP to CAC. It's very crucial

3:03:37

that your business has a 3:1 LTGP to

3:03:40

CAC. What that means is the ratio of

3:03:44

lifetime gross profit of a customer to

3:03:47

your customer acquisition cost or the

3:03:50

cost to acquire that customer. It's the

3:03:52

only number that you can have as a

3:03:54

business owner that tells you whether or

3:03:55

not your business is truly healthy. LTGP

3:03:58

is the total gross profit a customer

3:04:00

generates over their lifetime for you.

3:04:02

So the revenue that you make minus the

3:04:04

cost of delivery summed across

3:04:06

everything that they've ever paid you.

3:04:10

That is lifetime gross profit per

3:04:12

customer. So if a customer pays you in

3:04:14

profit over their entire lifetime,

3:04:16

$1,000, then that's your LGBT

3:04:18

CAC, everything that you spent to get

3:04:21

them. So the ad spend plus the closer

3:04:24

and setter commission, whatever that may

3:04:26

be. So for example, this would be the ad

3:04:28

spend. Like let's say you, you know, you

3:04:30

were running ads from $100 a day and you

3:04:32

booked a bunch of appointments and your

3:04:34

cost per appointment was like, you know,

3:04:36

75 bucks. So, you you spent $300 on ads,

3:04:38

you book a couple appointments, and you

3:04:39

close someone. And let's say you spent

3:04:42

like $3ish $100 to sign a client. Now,

3:04:46

you better make at least three to one

3:04:48

back on that. At least $1,000 over the

3:04:50

lifetime of the customer for it to be

3:04:52

healthy because you spent 300 to get

3:04:54

that customer. And so, you better have

3:04:56

at least a 3 to1 LTGP to CAC. Otherwise,

3:04:58

your business is not healthy and you

3:04:59

cannot scale it.

3:05:02

Rowz is kind of like the more granite

3:05:04

thing to affect the CAC. And LTGP is

3:05:06

also based on like your fulfillment. So

3:05:08

this goes like a level above the rorowaz

3:05:09

in terms of importance in terms of your

3:05:11

business as well. But the floor is three

3:05:14

to one. Okay? For every $1 you spend

3:05:16

acquiring a customer, you want at least

3:05:18

$3 of gross profit back over their

3:05:20

lifetime. If you're below 3:1, you

3:05:23

cannot scale your business.

3:05:26

You just can't because one bad week of

3:05:28

ads or some kind of refund or, you know,

3:05:31

cancellation and you're literally

3:05:32

screwed and you're out of money. But at

3:05:34

3:1 you have the margins to reinvest,

3:05:36

absorb the variance in like terms of the

3:05:39

metrics. So there's enough time for

3:05:41

regression to the mean to set in. And

3:05:43

this allows you to scale aggressively.

3:05:45

Healthy businesses are at 3:1 or much

3:05:47

higher. This is why Alex Rosie is so

3:05:49

interested in different kinds of

3:05:50

businesses and why he helps so many

3:05:52

different companies scale is because

3:05:54

some weird nail salon business in the

3:05:57

middle of nowhere has a 10 to1 LGP to

3:06:00

CAC. That is literally like Mr. crabs

3:06:04

with money in his eyes.

3:06:06

Client finance acquisition. So client

3:06:09

finance acquisition means the cash that

3:06:11

a new customer pays you in the first 30

3:06:13

days covers the cost of acquiring them

3:06:15

plus the cost of acquiring the next one.

3:06:18

if you want to scale fast because like

3:06:20

you can scale with a 3 to1 LTP account

3:06:22

like you can scale but if you want to

3:06:24

scale fast and make a lot of more money

3:06:26

faster which obviously as you know from

3:06:27

the fundamentals video um if you've seen

3:06:31

that already you should have you

3:06:33

understand that scale is just increase

3:06:34

in volume right and if you want to scale

3:06:36

fast

3:06:38

um you need client financed acquisition.

3:06:42

If this is true and you have clients,

3:06:45

client finance acquisition, you are no

3:06:48

longer spending money to grow because

3:06:50

the customers are buying the next

3:06:53

customer.

3:06:54

And all you have to do is scale until

3:06:56

something breaks and you will never run

3:06:58

out of cash.

3:07:00

This is the reason why you want to

3:07:02

collect as much money upfront as

3:07:05

possible because the faster the cash

3:07:07

comes back, the faster you can recycle

3:07:08

it into more ad spend and the faster you

3:07:11

grow without going broke and losing your

3:07:13

money. So if you have a 3:1 LTP to CAC

3:07:17

that collects slowly, grows slowly,

3:07:21

this 3:1 business is fine. It's healthy.

3:07:24

But if you have a 3 to1 business that

3:07:26

collects more money upfront,

3:07:28

let's say almost all of this upfront,

3:07:32

you can scale it so much faster

3:07:35

because if it cost you like, you know,

3:07:36

you know, $1,000, let's say, to get a

3:07:38

customer and you charge $1,000 upfront,

3:07:42

but then on average you make 3K back

3:07:44

over their lifetime, that's a 3 to1 LG

3:07:45

LG LTGP to CAC, right? That's healthy.

3:07:48

It's a healthy business. But

3:07:50

because you only make one one to one

3:07:52

when you sign that client, you don't

3:07:55

have extra cash to allocate into more

3:07:57

ads and scale the actual spend.

3:07:59

So scaling is so much slower versus if

3:08:02

you collect $3,000 upfront. So collect a

3:08:05

pay in full for the whole time length

3:08:07

and it cost you $1,000 for the customer.

3:08:10

You have so much more cash to put back

3:08:13

into ads because that just paid for the

3:08:14

next two customers if it's $1,000 to get

3:08:17

one. It's kind of an unrealistic expect.

3:08:20

Like most businesses, especially most

3:08:21

agencies don't have this. Info offers do

3:08:24

and coaching programs do. That's why

3:08:25

coaching is so appealing to most people.

3:08:28

Right now my LTGP to CAC is like

3:08:30

ridiculous. It's so insane because like

3:08:33

I don't pay anything to get customers.

3:08:34

So my constraint is something else. But

3:08:36

beside the point,

3:08:38

this is why you want to increase your

3:08:39

upfront cost as you get more social

3:08:40

proof and ultimately get more

3:08:42

experience.

3:08:43

It doesn't make sense to continue to

3:08:45

commoditize yourself and low, you know,

3:08:46

have a low upfront offer and do just pay

3:08:49

per results if

3:08:52

you have social proof and you have

3:08:54

results and experience and confidence.

3:08:57

If you have those things, just increase

3:08:58

your upfront. Like you just get more

3:09:01

money faster, you scale quicker.

3:09:04

Reverse budgeting. So if we want to

3:09:07

determine a daily ad budget to run our

3:09:09

ads by, do not pick a number out of thin

3:09:11

air. Okay? Use reverse budgeting. Start

3:09:14

from your goal and your KPIs and let the

3:09:16

math give you the right budget.

3:09:18

So reverse budgeting works in two

3:09:20

different directions, backwards and

3:09:21

forwards. So, if you go backwards, you

3:09:23

basically go from profit per client to

3:09:25

the max you can pay for every step of

3:09:26

the funnel. Forward is from a revenue

3:09:28

goal to the leads, clicks, and

3:09:30

impressions you need, which gives you

3:09:31

the actual spend. So, I'm going to go

3:09:33

through some math here just so you kind

3:09:35

of understand how to calculate your ad

3:09:36

spend. For simplicity, these examples is

3:09:39

pretty much the only customer

3:09:40

acquisition cost is the ad spend. So,

3:09:42

this is if you didn't have like a closer

3:09:43

setter compensation that you have to go

3:09:45

as well. Um, but this example is strict

3:09:48

on purpose based on the ideal KPIs.

3:09:50

Okay, it goes solely off frontend gross

3:09:54

profit. So, let's say you collect $2,000

3:09:56

up front and ignore all the backend. So,

3:09:58

how much money you make from them as

3:10:00

clients, which might be like 2 to 3k a

3:10:02

month or whatever. This examples are

3:10:05

solely based on being extremely

3:10:07

profitable upfront. So you have client

3:10:10

client finance acquisition

3:10:12

because the point is is like if we have

3:10:14

acquisition or ads that pay for

3:10:17

themselves on day one cash if the

3:10:19

upfront covers the cost to get a client

3:10:21

and the next one you can scale without

3:10:23

ever running out of money. That's client

3:10:25

finance acquisition. So the backward

3:10:28

calculation for this is as follows.

3:10:31

Let's say you charge 2K up front and

3:10:33

have 80% margins. That means on the

3:10:34

front end you make $1,600.

3:10:37

If we divide that by three, which is the

3:10:39

3 to1 floor because we want at least a 3

3:10:41

to1, you know, LTGP to CAC, but by the

3:10:44

way, this is upfront. So, like the

3:10:45

metrics are going to be a little bit

3:10:46

skewed here. That means we can pay $533

3:10:50

max upfront to make 3 to1 back on our ad

3:10:53

spend immediately with the close rate

3:10:56

that we should have in KPI, $130 per

3:10:59

cost, you know, per shown call. Um, show

3:11:02

rate as well, max per book call, max

3:11:04

cost per lead. These are basically the

3:11:05

KPIs that we mentioned like the ideal

3:11:07

dream metrics, right? You know, with the

3:11:11

landing page conversion rate. Basically,

3:11:13

these are the math. This is the math

3:11:14

that you need to have a perfect 3 to one

3:11:16

back. So, like you basically spend $1,

3:11:18

make three back, $3 back immediately,

3:11:20

which is basically an infinite money

3:11:22

glitch because then you can just

3:11:23

increase ad spend every two to three

3:11:24

days and just make a ton of money. This

3:11:26

is how it'll find your ceilings based on

3:11:28

your idea ideal KPIs. to start off with

3:11:31

how much you charge up front and go

3:11:33

through the margins with a three to one

3:11:35

floor based on the metrics that you have

3:11:38

to see what's going on and to calculate

3:11:40

exactly like what your metric should be

3:11:42

at in order to justify getting a 3 to1

3:11:44

floor. So the forward calculation is the

3:11:47

other one. This is how to figure out how

3:11:48

much ad spend you should have based on

3:11:50

your ideal KPIs. Your ceilings tell you

3:11:53

what you can't exceed, but to find out

3:11:55

what to like what you can actually

3:11:57

spend, you want to start from a goal and

3:11:58

walk through the same funnel forward.

3:12:01

So, let's say your goal is $20,000 a

3:12:03

month and collected cash. And remember,

3:12:05

this is front-end cash. This is not

3:12:07

recurring revenue off of the pay per

3:12:09

shown appointment, or whatever payment

3:12:10

structure, pricing model you use for

3:12:12

your agency. This is literally upfront

3:12:14

cash. If you want to make $20,000 a

3:12:17

month in upfront cash and you collect 2K

3:12:19

upfront per client, you need 10 clients

3:12:22

a month to make $20,000 a month in

3:12:24

complete new cash.

3:12:27

At 10 closes with a 25% close rate, you

3:12:31

need 40 shown calls for $20,000 a month

3:12:33

in upfront cash. This, by the way, next

3:12:36

month this will be 40 to $60,000 in

3:12:39

recurring revenue from those clients

3:12:40

fulfill like the fulfill fulfillment.

3:12:42

So, I'm just going off of the forward

3:12:44

calculation um and the front-end cache

3:12:47

to show you like the best case scenario

3:12:49

on like how you could scale extremely

3:12:50

fast with this business with 40 shown

3:12:52

appointments and a show rate of 50%. You

3:12:54

need 80 booked calls. Um you need 89

3:12:58

qualified leads to get 80 booked calls

3:12:59

if everything's a KPI. And so for that,

3:13:02

you need 1500 landing page vis visitors

3:13:04

with the clickthrough rate and the ads.

3:13:05

You need 100,000 impressions um with a

3:13:08

$30 CPM, which is quite low. And that's

3:13:11

roughly $3,000 a month or $100 a day in

3:13:13

ads. So to make $20,000 in upfront cash,

3:13:18

you need to spend around $3,000 a month

3:13:19

in ads. Um, and that's a very high

3:13:22

rorowaz because these are all the dreamy

3:13:24

metrics. These are like the KPIs on like

3:13:26

what we're looking for.

3:13:28

But so like this is possible, but I want

3:13:31

to give you a bit more of like an

3:13:32

accurate and realistic example on what

3:13:34

you might actually see yourself. If you

3:13:36

want to make 20k a month of just upfront

3:13:38

cash and you, you know, collect 2k up

3:13:41

front per client, once again, you need

3:13:43

10 clients a month. If you have a 20%

3:13:45

close rate, which is lower than the

3:13:46

ideal KPI, 25%, you need 50 shown calls.

3:13:49

If your show rate is 53%, which is

3:13:51

actually more accurate, 50% here is

3:13:53

quite low. Um, you need 94 booked calls.

3:13:57

If you have 94 booked calls and a 75%

3:13:59

book rate, you need 126 leads, lower

3:14:01

than the 90% that we said earlier. out

3:14:03

of 126 leads at a lower landing page

3:14:06

conversion rate, which is more accurate,

3:14:08

about half, 3.4K visitors with a 1.4%

3:14:12

CTR, so decent ads. We need a 243,000

3:14:16

impressions. That at a $30 CPM is 7.3K a

3:14:20

month. So, we need to spend eight 7 to 7

3:14:23

to 8K basically a month on ads to

3:14:25

collect 20K up front with these. You

3:14:27

know, these metrics are like something

3:14:29

that you can actually expect.

3:14:31

Maybe your book rate will be a little

3:14:32

bit lower. Maybe your shower rate would

3:14:33

be a little bit lower. Maybe your closer

3:14:34

will be lower because you're charging

3:14:35

more up front. Whatever it is, at the

3:14:38

end of the day, if you have the 3:1 LTGP

3:14:41

to CAC and you can collect enough money

3:14:44

up front to have client finance

3:14:45

acquisition, you can scale extremely

3:14:47

fast. And the only way to do that is

3:14:49

through the methods of this video of

3:14:51

running successful ads.

3:14:54

So once again, 7.3K divided by 10

3:14:56

clients is 730 CAC, which is over that

3:14:59

533 frontend ceiling. So

3:15:03

what's interesting is that like at these

3:15:05

realistic rates, this doesn't clear the

3:15:08

three to one. Like you don't make three

3:15:10

to one back on your money right away.

3:15:13

And that's why the backend cash matters

3:15:15

so much too because technically you can

3:15:17

make one to one back on your ads. Like

3:15:19

you can spend a,000 bucks to get a

3:15:20

customer and that pays you a,000 bucks.

3:15:23

So you broke it even on the front end

3:15:26

and you'll still be profitable because

3:15:27

the client will pay you on the back end

3:15:28

with the fulfillment. But keep in mind

3:15:31

that like you won't be able to scale as

3:15:33

fast if that's true.

3:15:35

So that's why the back end matters. But

3:15:38

you do have to, you know, if you

3:15:40

consider fulfillment revenue and the LGP

3:15:42

as well, then you will clear the LT L

3:15:44

the 3 to1 LGP to CAC by a mile, right?

3:15:46

Because you make like thousands of

3:15:48

dollars a month off of a client. So if

3:15:50

you need winning ad examples um as well,

3:15:53

here's a swipe file that's in the

3:15:54

description of this video. But just to

3:15:56

recap, we went through ad philosophy and

3:15:58

mindset. more, better, new, general flow

3:16:00

about like what ads are, how to run

3:16:01

them, audience, ad components, offer

3:16:05

basically, you know, creative, video

3:16:07

creatives, picture creatives, actually

3:16:08

making them as well. Um, copywriting,

3:16:12

destination funnel or lead forms,

3:16:13

targeting, an actual live campaign

3:16:15

buildout, so you can see how this stuff

3:16:17

actually works from start to finish,

3:16:18

scaling with data, how to make decisions

3:16:20

and scale ads, media buying and testing

3:16:23

cadence, ad math, budgeting, and then

3:16:25

finally, winning ad examples. So, I hope

3:16:28

you enjoyed this video and um yeah, this

3:16:30

was a loaded one and I will see you in

3:16:32

the next one. Hey everyone, it's Owen

3:16:33

Rensland and welcome to Niche Horizons,

3:16:35

otherwise known as selecting a niche.

3:16:37

This video is created to allow you to

3:16:39

decide on a niche and show you how to

3:16:41

basically pick the best possible niche

3:16:43

to allow you to succeed as fast as

3:16:44

possible. Now, keep in mind that with

3:16:47

niches,

3:16:49

you're not by no means are you ever

3:16:51

married to a niche. You could always

3:16:52

switch the difference between contractor

3:16:54

type and contractor type, whether

3:16:56

they're doing, you know, home building

3:16:58

or whether they're doing like concrete,

3:17:02

right? Like it's not that big of a

3:17:04

difference. These guys are the same.

3:17:05

They're the same people. It's all in the

3:17:06

home improvement industry. Um, so keep

3:17:08

that in mind. You could always just

3:17:09

bounce around in terms of microniches if

3:17:11

you're in the same industry as me, which

3:17:13

that's what I recommend. Um, also keep

3:17:16

in mind that um, real estate, dentists,

3:17:20

doctors, home improvement, like those

3:17:22

are not niches. Those are industries.

3:17:24

So, we are working with a niche inside

3:17:27

of an industry. And I would recommend

3:17:29

doing home improvement if I were you

3:17:30

because that's what I'm in, right? So,

3:17:31

it's easier. Now, in the beginning,

3:17:33

obviously, like everyone has different

3:17:35

opinions and beliefs that they learn

3:17:36

about picking niches because there's

3:17:37

like probably a billion YouTube videos

3:17:39

like how to pick a niche and all this

3:17:40

stuff, whatever it is. But some of these

3:17:42

common beliefs I've seen is like, "My

3:17:43

niche is saturated. My niche has no

3:17:45

money. I need to find the perfect niche.

3:17:46

My niche doesn't seem big enough." Like

3:17:48

all this BS. This is common. I've had

3:17:51

these same limiting beliefs when I

3:17:52

started as well. Let me just handle

3:17:54

them. Number one, my niche is saturated.

3:17:57

I'm just going to say it flat out right

3:17:58

here, right now. It's probably not the

3:18:00

reason why you're failing. Okay? There's

3:18:02

people succeeding in every single niche

3:18:03

out there and even in the hardest ones

3:18:06

and make millions of dollars doing so,

3:18:08

right? That's not the reason why. It's

3:18:10

usually an input error. It's your

3:18:12

problem. Probably the reason why you're

3:18:13

not succeeding or you don't know enough.

3:18:15

Um, but keep in mind it this can, you

3:18:18

know,

3:18:20

affect how fast you get results because

3:18:22

if you go into roofing right now, for

3:18:24

example, like you are going to probably

3:18:25

get crushed. There's so many people in

3:18:26

roofing. I'm in roofing. Like everyone's

3:18:27

in roofing. But if you go into some

3:18:29

really small micro niche like some weird

3:18:32

part of some house like decking or like

3:18:35

patio built like all these weird small

3:18:37

subniches, artificial grass, whatever it

3:18:39

is, these are much easier to dominate

3:18:42

because they're such smaller industries

3:18:44

that there's much less competitors and

3:18:45

it's easier to book appointments with

3:18:47

them and it's easier to close clients on

3:18:49

them. Okay, so I would definitely

3:18:51

recommend pick picking a subniche or a

3:18:53

microniche inside of a broader industry

3:18:54

like home improvement and I'll have you

3:18:56

do that today. Number two, my niche has

3:18:57

no money. Now, this has some merit to it

3:19:00

because like if you're working with

3:19:01

gyms, for example, you're just going to

3:19:03

have a hard time signing clients and

3:19:04

collecting a decent amount of cash

3:19:06

because they just don't make that much

3:19:07

money. Um, but how much money they make

3:19:10

doesn't really have that much to do with

3:19:12

the ticket size of whatever they're

3:19:14

offering. It just doesn't, right?

3:19:15

There's people that sell, you know, $100

3:19:19

window cleaning services and make

3:19:21

millions of millions of dollars a year.

3:19:23

So, please keep in mind it's not always

3:19:26

about money. It's about need and it's

3:19:28

about the problem. If someone truly

3:19:30

needs what you're selling, they are

3:19:31

going to figure out how to buy it. I

3:19:32

mean, just think about drugs and

3:19:33

homeless people. Um, if they objectively

3:19:37

like literally don't have a lot of

3:19:38

money, uh, then yes, you should consider

3:19:41

switching to a different niche. But, if

3:19:44

it's a successful home improvement

3:19:45

company, they'll have money, okay? So,

3:19:47

don't worry about it. I need to find the

3:19:49

perfect niche before I start. Um, don't

3:19:51

marry it. You'll change your niche

3:19:52

often. Um there's really no problems

3:19:54

especially bouncing between home

3:19:55

improvement. Each niche also has their

3:19:57

own problems and um sometimes you know

3:20:00

you find out the right one by choosing

3:20:01

the wrong one. My niche doesn't seem big

3:20:04

enough for me. It definitely is. Okay.

3:20:08

Successful people like Sam Ovens started

3:20:10

with um plumbers like not even plumbers

3:20:12

a small subset of specific plumbing.

3:20:15

Okay. Okay, if you want to make 30K a

3:20:16

month, you need 15 to 30 people in a

3:20:19

niche that need your solution paying 1K

3:20:21

a month each, which honestly most of my

3:20:22

clients pay 2 to 4K a month. So half

3:20:25

this in half. So take this in half, like

3:20:27

15 people. Think about how many home

3:20:29

improvement contractors there are.

3:20:35

Just the US alone,

3:20:38

6 million. Do you think that you can get

3:20:40

15 out of six?

3:20:43

I that's not even a real number of the

3:20:46

population of the market. You're fine.

3:20:49

Such a ridiculous thing. Crazy. If they

3:20:52

make money, you can help them make more

3:20:54

money. I don't know enough to enter this

3:20:56

niche. I mean, how are you going to

3:20:58

learn without going into it? Like, you

3:21:01

can't you got to learn. You got to learn

3:21:02

by doing, right? And I would recommend

3:21:04

doing some market research. Yes. Go on

3:21:06

Google. Go on claw. ask them um

3:21:08

questions about uh the niche so you know

3:21:11

more about like what the job is, what

3:21:12

they want, probably what they you know

3:21:14

their language types and just different

3:21:15

things about their market. That's you

3:21:16

know it's honestly recommended. So then

3:21:18

you will appear like you are more

3:21:19

knowledgeable on the sales calls.

3:21:22

I need to have unique idea for my niche

3:21:24

to work. I don't know why so many people

3:21:26

in business have this weird belief that

3:21:28

like they need some kind of magical

3:21:29

business idea to make a lot of money.

3:21:32

It's just not true.

3:21:34

like you don't need some magical unique

3:21:37

idea. Chick-fil-A, for example, they

3:21:38

didn't really reinvent the wheel in fast

3:21:40

food, right? Um, but they do stand out

3:21:43

effectively against competitors because

3:21:45

they do what their competitors do, but a

3:21:46

little bit better. And that's all you

3:21:48

have to do to make a millions of

3:21:49

dollars. Apparently, according to Alexi,

3:21:52

you don't need, you know, some unique

3:21:53

magical business idea, startup crazy,

3:21:56

fancy idea. Like, you literally just

3:21:57

need to get good results and you can

3:21:58

make a good amount of money. I don't

3:22:00

have the skills to serve this niche.

3:22:03

That might be true.

3:22:04

Um, but honestly, if there's a problem

3:22:07

to solve and you think you can learn the

3:22:09

skill, then there's no reason why you

3:22:11

shouldn't be able to. You will acquire

3:22:13

the skills through doing it, right? And

3:22:15

through experience and through time and

3:22:17

getting more first-party data and also

3:22:19

through me. So, I've got lots of

3:22:21

experience running ads for companies and

3:22:22

so does everyone else in the program

3:22:23

that's in here for the people that have

3:22:25

clients. So, you'll learn fast. So,

3:22:28

don't worry about it. If I pick a niche,

3:22:29

I'll be stuck with it forever. False.

3:22:32

Sele selecting your niche. Okay, so I

3:22:34

have this resource here. It's in the

3:22:36

description of this video as well.

3:22:37

Here's a list of good niches. These are

3:22:39

the main ones that I've approved that I

3:22:41

think you can definitely succeed and do

3:22:42

really good numbers in. So, I have all

3:22:44

these right here in a random order. So,

3:22:47

you can kind of just pick one and go

3:22:48

with it and just try it out. Try to

3:22:50

stick away from the busier ones. You

3:22:51

know, bathroom remodeling, kitchen

3:22:52

remodeling, roofing. Um, what else is

3:22:54

really busy? Those are the three most

3:22:56

busy ones on this list. And if you do

3:22:58

one of these like roofing, kitchen

3:22:59

remodeling, bathroom remodeling, I would

3:23:00

recommend doing that in like a different

3:23:02

market then if you're doing those. So

3:23:03

maybe in like the UK market or just a

3:23:05

different market. If you're just doing

3:23:06

general US, like USA, go with one of the

3:23:09

smaller ones. Fencing, concrete, home

3:23:11

builders, landscaping, HV, HVAC,

3:23:13

hardscaping, all these like little

3:23:15

subniches and microniches. Just pick

3:23:17

one. Go with it. Don't overthink it.

3:23:18

Now, I also have a little checklist for

3:23:20

you. Um, and this right here, make sure

3:23:23

these yellow questions can be answered.

3:23:26

This is very important. Um, and if they

3:23:29

can't be answered, then don't pick that

3:23:30

niche. And here are some extra things

3:23:33

that will help. Um, so yeah, if you want

3:23:36

to pick a niche and then put it through

3:23:38

the checklist. That's what you should be

3:23:40

doing. And remember, don't be attached

3:23:43

to a niche. It matters, but it's not a

3:23:45

marriage, okay? You'll change it

3:23:47

probably at some point. And if you

3:23:49

don't, I'll be surprised. I've very

3:23:51

maybe even early on. I've yet to see

3:23:53

people that just stick in one niche for

3:23:55

their entire lives. You know, I've gone

3:23:56

around from roofing to remodeling to um

3:24:00

just different niches. And the reason

3:24:02

why is like yes, you get paid into your

3:24:05

you get paid with your accordance of

3:24:06

your understanding of the market. Yes.

3:24:09

But that mostly exists in terms of the

3:24:14

industry, right? If you understand the

3:24:16

home improvement industry, you can work

3:24:17

with any single of these little

3:24:18

verticals and microniches in there and

3:24:20

be just fine. Shiny object syndrome is

3:24:22

the tendency to become easily distracted

3:24:23

by new and exciting opportunities or

3:24:25

ideas which will often lead you to not

3:24:27

see things through, abandon current

3:24:29

tasks or goals. And um after picking a

3:24:32

niche, you will experience everything.

3:24:34

Okay? You will experience the positives,

3:24:36

the negatives, the terrible things about

3:24:37

your niche.

3:24:39

And after a while of struggle, like if

3:24:41

you've pitched 30 people on and taken 30

3:24:44

sales calls and you still have yet to

3:24:45

close people and you really just not

3:24:47

vibing with this niche, that might be a

3:24:49

good idea to change, but please do not

3:24:52

jump without evidence. You need data.

3:24:54

Otherwise, it is shiny object syndrome.

3:24:56

Remember that every single niche has its

3:24:58

positives and negatives. So many people

3:25:01

are like, "Oh, roofing is so amazing

3:25:02

because the ticket size is so high. All

3:25:04

I need to do is get a contractor two

3:25:05

jobs and it's an extra 20 $30,000 a

3:25:08

month for them." It's like,

3:25:10

yes,

3:25:11

but it really doesn't matter, okay?

3:25:13

Because if you look at it, they also

3:25:16

have a really long sales cycle and don't

3:25:18

get paid for months on end. So, they're

3:25:20

actually technically negative upfront

3:25:21

with you, you know, when you run ads for

3:25:22

them. So, you know, different niches

3:25:25

have positives and negatives, and you

3:25:26

can make every single one of them work

3:25:27

if you're good enough at running ads.

3:25:29

Simple enough. Now, you should by now

3:25:32

have a niche. If not, pause this video,

3:25:33

go into the niche document, and pick one

3:25:35

that you might be interested in. Okay?

3:25:36

Okay, then take it through the checklist

3:25:37

and then you have one and then come

3:25:38

back. Now, once you're back, let's go

3:25:41

ahead and b make an a blueprint or an

3:25:43

ideal client avatar resource. So, this

3:25:46

right here, we want to just understand

3:25:47

our customer as best as possible because

3:25:49

this will help us make better ads. This

3:25:50

will help us take better sales calls and

3:25:52

ultimately just get more clients and

3:25:53

make more money faster. So, go ahead and

3:25:56

basically fill this out for your ideal

3:25:58

client. I've had I've done this for

3:26:00

every single time I've, you know,

3:26:01

started to work with a different market

3:26:02

and different niche and it's helped

3:26:03

every single time, right? truly

3:26:05

understanding your customer,

3:26:06

understanding why people are the way

3:26:07

they are, what they do outside of work,

3:26:09

where they get their news, how they, you

3:26:11

know, what they can, what information

3:26:12

they consume. All this stuff can really

3:26:14

help you with your marketing assets and

3:26:16

also just like your sales in general.

3:26:18

So, fill this out now. Don't wait. Fill

3:26:20

this out now. And then also, you can

3:26:22

fill out the day-to-day resource as

3:26:23

well. So, like what they will typically

3:26:24

do out of a day. So, if if it's a

3:26:26

contractor, they're usually up earlier.

3:26:28

So, let's go ahead and do this if I if I

3:26:31

was doing this for a contractor. So 7:30

3:26:33

um say bye to kids if they're going to

3:26:36

work or not work but school or whatever.

3:26:40

Then it's usually um homeowner visits.

3:26:43

So So it's usually like getting crew

3:26:45

ready. Um

3:26:49

that's usually some of it. Then there's

3:26:50

like job oversight. So just seeing like

3:26:53

being at the jobs while they're getting

3:26:54

them done basically depending on what

3:26:57

you know kind of company it is. Then

3:26:58

it's usually like meetings or like a

3:27:00

meeting with prospect probably and

3:27:03

that's usually like two hours. Um, keep

3:27:06

in mind that there's probably like an

3:27:07

hour of driving all throughout this, you

3:27:10

know, like that and then you have more

3:27:12

job oversight

3:27:14

and then you have more driving and then

3:27:17

meeting with prospects, etc. Um, you

3:27:20

have lunch at some point in here and

3:27:21

then dinner at some point in here and

3:27:22

then usually they're probably home at

3:27:23

around 7.

3:27:26

can see their kids about like once

3:27:28

before bed. Like, you just get to know

3:27:30

more about your ideal client, right? And

3:27:32

by doing so, you understand their pain

3:27:34

points. This is a huge pain point to

3:27:36

only be able to see your children at

3:27:37

like 7:30 p.m., especially if they're

3:27:38

younger and they're going to bed around

3:27:39

that time. It's like that's a huge pain

3:27:41

point. And if they can get more jobs,

3:27:43

then they don't have to, you know, worry

3:27:45

about all this stuff because they're

3:27:47

making more money. They can allocate

3:27:48

that money on other people to do job

3:27:50

oversight or other people to meet with

3:27:52

prospects in a sales team. like they can

3:27:54

spend less their time doing this and

3:27:55

more time with their family if they

3:27:57

scale up and make more money because

3:27:58

they can delegate properly. So the point

3:28:00

is is make sure to fill this out for

3:28:02

your ideal client and get a good

3:28:05

understanding about who they are as a

3:28:06

person. Opportunities present themselves

3:28:09

as they are sees. You can't see the real

3:28:10

mountain until you've climbed the first.

3:28:12

This is so true. You know, people try to

3:28:14

see everything all at once, but the

3:28:16

truth is is like you won't be able to

3:28:17

see everything all at once. You will

3:28:18

only be able to see the current current

3:28:20

mountain that you're climbing up. And

3:28:21

after you've already seized that one,

3:28:22

then you can see the next one. Right?

3:28:24

So, it's very important to stick with a

3:28:26

niche for long-term success. I would

3:28:28

just recommend sticking with this

3:28:29

market. So, sticking with the industry

3:28:30

of home improvement because your income

3:28:33

is directly proportional to your

3:28:34

understanding of the market. If you

3:28:35

understand a market like a market in and

3:28:37

out and you understand every little

3:28:38

thing about like their pain points and

3:28:39

why they buy and like what they respond

3:28:42

to best on content, what ads they

3:28:44

convert watching and like you will be

3:28:47

dominating the industry pretty soon. So,

3:28:50

hope this video helped and um yeah, I'll

3:28:52

see you in the next one. Hey everyone,

3:28:53

it's Owen Runsland and welcome to GoH

3:28:54

Highle setup. Now, even if you already

3:28:57

have a GoHighle account, continue to

3:28:59

watch this because there's an

3:29:00

opportunity for you to get access to all

3:29:02

the PDFs that are in this video, weekly

3:29:04

one-on-one calls with me directly, and

3:29:06

so much more, my snapshots, everything.

3:29:09

I'm going to break it all down. And if

3:29:10

you've never heard of what I'm talking

3:29:11

about, then no worries. But just know

3:29:13

that this software right here is

3:29:15

probably the most valuable part of this

3:29:17

entire course. And I'll explain why.

3:29:19

Running ads for companies and generating

3:29:21

leads for them is one thing, but

3:29:22

converting those leads into appointments

3:29:25

and actual customers that pay you,

3:29:27

whether it's you and getting clients or

3:29:29

whether it's your clients and getting

3:29:30

them more customers, whatever it is,

3:29:33

just ads isn't good enough.

3:29:35

Unfortunately, you just can't get a

3:29:38

bunch of converted jobs and cash from

3:29:41

the ads without something else to

3:29:42

convert the leads. Okay, that is the key

3:29:45

to all of this. And this software allows

3:29:47

us to do everything. Okay, I've been

3:29:49

paying for this software for like 3

3:29:51

years now. And it's honestly probably

3:29:53

one of the sole reasons as to why I've

3:29:55

been able to make so much money online.

3:29:56

And again, if you already have Go High

3:29:57

Level, continue to watch this because

3:29:58

I'll explain how you can get access to

3:30:00

those weekly calls to connect with more

3:30:02

agency owners and people that are ahead

3:30:04

of you to help you get to where they

3:30:06

are. But just the way that this works, a

3:30:08

quick overview, you can host funnels,

3:30:10

websites, just like this testimonial

3:30:12

template that I'm going to include in a

3:30:13

snapshot that you can get in this video

3:30:15

today. You can manage your leads. You

3:30:16

can run automations for all of your

3:30:18

clients and prospects. You have

3:30:20

pipelines to manage your leads. You have

3:30:22

a calendar so you can actually book

3:30:23

appointments, whether that's sales calls

3:30:25

for you to sign more clients or

3:30:27

appointments for your customer to get

3:30:29

more estimates, whatever you need it

3:30:31

for. You have marketing. You have AI

3:30:33

agents that can auto text new leads to

3:30:36

convert them into booked appointments.

3:30:37

And I'll show you how to set that up in

3:30:38

this video. In addition to that, I will

3:30:40

build a winning funnel in front of you.

3:30:42

Once again, if you already have an

3:30:43

account, continue to watch this. There's

3:30:44

a lot of value here. And just to give

3:30:45

you an example, one of my clients has

3:30:47

over $4 million in pipeline value of

3:30:49

scheduled appointments right here in

3:30:51

this singular sub account. You can click

3:30:52

on all these leads. You can see the

3:30:54

contacts. You can see like the

3:30:56

information of those leads. You can see

3:30:58

like where they're from. You can even

3:30:59

contact them. You can call them, text

3:31:01

them, email them. Like you can manage

3:31:03

them in this pipeline. And they all came

3:31:05

through on a funnel on here, which is

3:31:06

part of the template that I'm going to

3:31:08

give you today. But that is kind of an

3:31:10

overview. The point is is you can manage

3:31:12

your customers in here, your clients.

3:31:14

You can have a client account in here

3:31:16

for each client. So, for example, this

3:31:17

is just one specific client of mine. You

3:31:19

can just manage all of them here. You

3:31:21

can generate all their leads and put

3:31:22

them all into this platform. Send out

3:31:24

automations to all of their leads to

3:31:26

help convert them into more schedule

3:31:27

appointments and more closed jobs, which

3:31:30

is at the end of the day what we're

3:31:31

offering to businesses. So, go highle

3:31:33

setup. This is the best sales and

3:31:36

marketing platform that I've personally

3:31:38

ever seen and it can be used for you as

3:31:41

a hub for you and your clients. Here's

3:31:43

just a short list of things it can do

3:31:45

right here. But if you don't have a

3:31:47

GoHighle account yet, here is our

3:31:49

affiliate link. I actually partnered up

3:31:50

with them. So like if you click on this

3:31:51

link right here, this is a go highle

3:31:53

website. Like this isn't even my

3:31:54

website, but I did send them some stuff

3:31:56

so that we could give you a ton of stuff

3:31:58

if you decide to partner up with them.

3:31:59

Because the truth is is that like I've

3:32:00

been paying these guys go high level for

3:32:02

like 3 years and they've made me so much

3:32:05

money. Like I'm talking like probably an

3:32:06

a,000x return on investment as to how

3:32:09

much I've spent with them. And also I've

3:32:11

shut down coaching recently. So I wanted

3:32:13

to put all that stuff somewhere. So if

3:32:16

you decide to become an affiliate of

3:32:18

mine, which basically to be fully

3:32:20

transparent, they will pay me a

3:32:21

percentage if you sign up with a 30-day

3:32:23

extended free trial under my link right

3:32:25

here, which is in the description of

3:32:27

this YouTube video. If you decide to do

3:32:29

that, I'm going to send you this email

3:32:31

right here with my snapshots, which by

3:32:33

the way have spent years making. And if

3:32:36

you don't know what a snapshot is, it's

3:32:37

basically a template with automations,

3:32:39

funnels, like everything that you need.

3:32:42

So you can just copy and paste from

3:32:44

scratch new clients. And we'll actually

3:32:46

be using that in this part of the course

3:32:47

to build out the funnel, our entire

3:32:50

business, get our domains, you know, set

3:32:52

it everything up. Like we'll be using

3:32:53

these snapshots. Two, I will also give

3:32:56

you access in your own personal access

3:32:58

to the course portal, which is the

3:32:59

original one. So, it's basically

3:33:01

everything that I used to make this

3:33:03

YouTube video that you're watching right

3:33:05

now. So, just to show you, there's 50

3:33:07

modules in here, including a 10-hour

3:33:10

bonus mindset module, which I didn't

3:33:11

even include in this YouTube video cuz

3:33:12

it's honestly too long. And also the

3:33:14

PDFs. For example, you probably just

3:33:16

watched Meta Ads Mastery. And if that's

3:33:17

the case, you can see all of the

3:33:19

resources here, all the docs, all the

3:33:21

PDFs, all of the docs. Like for example,

3:33:23

the improving CPM is a super valuable

3:33:24

one or like the actual PDF for meta ads

3:33:27

mastery. If you want to see the PDFs for

3:33:29

every single video that's entire YouTube

3:33:30

video, you have the option to do that

3:33:32

when you create your custom course

3:33:33

portal login if you decide to become an

3:33:35

affiliate. If you already have also a go

3:33:38

high level account paying like let's say

3:33:39

the 97 a month version. If you decide to

3:33:42

upgrade to the 297 a month plan, which

3:33:44

by the way, if you don't know how this

3:33:46

works, like with go high level, if you

3:33:47

pay the 97 a month plan, you can only

3:33:49

get three sub accounts, which means you

3:33:51

could have two clients and your own

3:33:52

agency account. So, if you sign more

3:33:54

than two clients, then you need to

3:33:55

upgrade to the 297 a month plan. It's

3:33:57

going to happen regardless. And if

3:33:58

you're serious about this, then you

3:34:00

might as well just get it now because if

3:34:02

you do and you decide to upgrade or just

3:34:05

get the 297 a month plan out of the

3:34:06

gate, I will do a private one-on-one

3:34:08

call with you. So, it'll be like 15 to

3:34:10

20 minutes long with me and you on a

3:34:12

call and I will basically just like take

3:34:13

in your entire situation and I will tell

3:34:16

you everything that I think that you

3:34:17

could do to get to the next level and

3:34:19

ultimately just give you clarity on your

3:34:20

specific situation. So, if you decide to

3:34:22

do with the 297 month plan, that's my

3:34:24

special incentive um partnered up with

3:34:26

Go High Level to say you will get a

3:34:28

private oneonone kickoff call with me.

3:34:30

And if you decide to just become a

3:34:31

normal affiliate of mine, you will get

3:34:33

the course, you will get weekly live

3:34:35

coaching calls. And that's the third

3:34:36

thing is a group call every week on

3:34:38

Saturday which you can hop on completely

3:34:40

for free that I'll be on that call every

3:34:42

single week to answer your questions and

3:34:44

you can add that call to your calendar

3:34:45

in this email that you'll get right

3:34:47

after you become an affiliate. Um you'll

3:34:48

get my snapshots. You'll also get a

3:34:50

permanent AT verification guide inside

3:34:52

of this course portal as well. Um

3:34:54

automations and funnels through my

3:34:55

snapshots, live client buildouts because

3:34:57

there's like actual me like live

3:34:59

onboarding calls and everything like

3:35:00

that in this port in this portal as

3:35:02

well. You'll get my systems of bonus

3:35:05

mindset module and then clients like

3:35:06

because you will literally get clients

3:35:08

because this stuff is so damn good. Like

3:35:09

we've gotten tons and people's results.

3:35:12

This guy just had his almost first 10K

3:35:13

day started from little zero with me.

3:35:15

10K a month profit from this guy. Like

3:35:18

we have so many of these clients and so

3:35:20

many of these results. If you just

3:35:21

scroll down a little bit more, you can

3:35:22

also see all the Trust Pallet reviews or

3:35:23

a couple of them. So it's like this

3:35:25

stuff's really good. If you want to see

3:35:26

what anyone else has to say, just feel

3:35:27

free to click on any of these videos.

3:35:29

But yeah, so that's everything you get

3:35:31

with a 97month plan. And that's

3:35:33

everything you get with the 297 a month

3:35:35

plan, which honestly I would recommend

3:35:36

just doing the 297 a month plan because

3:35:38

you are going to need it at some point

3:35:40

if you sign more than three clients. So

3:35:42

if you think you're going to sign more

3:35:43

than three clients, you might as well

3:35:44

get it. And um this is a software that I

3:35:47

truly I've used my whole like business

3:35:50

journey, right? So it's like I don't

3:35:52

mind doing this and partnering up with

3:35:54

them to give away a ton of free value

3:35:55

like this because they've done so much

3:35:57

for me. So, I really recommend this and

3:35:59

you'll get a one-on-one call with me if

3:36:01

you decide to do the 297. And then if

3:36:03

not, the 97 a month plan will give you

3:36:05

this email. The 297 month plan will give

3:36:07

you this email plus a link to book a

3:36:09

one-on-one call with me. So, yep, that's

3:36:11

how this works. Now, let's jump in to go

3:36:14

highle. So, if I were you right now and

3:36:16

I just signed up right here, filled in

3:36:18

all my information, by the way, the

3:36:20

email is going to get sent to this email

3:36:21

address, so make sure it's a valid

3:36:22

email. Then, you are going to get this

3:36:25

email right here. Now, the first thing

3:36:27

that I want you to do is log in with

3:36:29

your account with GoHigh Leo. Once you

3:36:31

have it, once you have it made, then

3:36:33

import this agency snapshot. Now, if you

3:36:36

already are affiliate of mine, like and

3:36:38

you've done it in the past, just

3:36:39

upgrade, which is what I would

3:36:41

recommend. Um, that'll auto send it to

3:36:42

you. But basically, you want to import

3:36:45

the snapshot right here. Select yes,

3:36:47

import now. Now, when you log into

3:36:49

GoHigh Level for like the first time,

3:36:50

you're going to see something similar to

3:36:52

this. What you want to do is create a

3:36:54

new sub account. So, if you go to sub

3:36:55

accounts and press create new, create

3:36:57

sub account, and then use the imported

3:36:59

snapshot that you just got when you just

3:37:01

imported, which is the $30,000 a month

3:37:02

agency snapshot. Then, what you can do

3:37:04

is simply just press add manually and

3:37:07

add in all of your information for your

3:37:08

account. Remember, this is the account

3:37:10

for your business. We're going to set up

3:37:11

your funnel today. We're going to set up

3:37:13

your automations. We're going to set up

3:37:15

your domain. Like, we're going to get

3:37:16

this so well working that like you can

3:37:19

literally look up your business online.

3:37:21

people can go click on it, learn more

3:37:23

information about you, even see a video

3:37:24

about what you do, and then basically

3:37:26

have a calendar and book an appointment

3:37:28

with you with automations to get them to

3:37:30

show. Like, that's the level that we're

3:37:32

going to be building today. Um, so I'm

3:37:34

going to go ahead and just start filling

3:37:35

out some of my information here. I'm not

3:37:36

going to show this, but I'm basically

3:37:38

going to click this is my own account

3:37:40

and then press add sub account once I do

3:37:41

that. So, I'm going to fill this out now

3:37:43

and um yeah, I'll catch with you after.

3:37:45

Okay. So, once you go ahead and create

3:37:46

an account, you need to understand that

3:37:48

there's two levels to this software.

3:37:49

Number one is the agency level and you

3:37:51

can switch between your sub accounts and

3:37:52

this is like the general settings about

3:37:54

everything. And then if you can switch

3:37:56

to the sub account, this is inside of

3:37:58

your new sub account. So those are the

3:38:00

two different levels. We'll go ahead and

3:38:01

break it down now. So I'm actually going

3:38:03

to go ahead and, you know, split screen

3:38:05

this for you. And then also, if I were

3:38:07

you, I would recommend split screening

3:38:08

this video and your own go high level so

3:38:10

we can set this up together as we go.

3:38:12

Okay, so the agency level right here.

3:38:14

This is the agency level. Um, you can't

3:38:16

really fully see these setting options

3:38:18

here, but yeah, this is the agency

3:38:19

level. You'll know you're in the agency

3:38:20

level if it says click here to switch.

3:38:23

Um, basically, it's got a few things. It

3:38:26

has the dashboard right here, which is

3:38:28

just some basic information. This isn't

3:38:29

actual val actually valid information

3:38:31

because like I don't even know how to

3:38:33

set this up, so it's not important. You

3:38:35

have the agency dashboard. You can

3:38:36

connect your Stripe if you want to this.

3:38:38

I've never really done that, so it just

3:38:39

says zero on here. Um, prospecting as

3:38:42

well. This doesn't really matter. sub

3:38:44

accounts. This is where you'll see like

3:38:46

all of your sub accounts. So, I'm not

3:38:47

going to click on this because there is

3:38:48

client information, but that's where we

3:38:50

just created our sub accounts. So, when

3:38:51

we go to select it, we can either click

3:38:53

click here to switch or we can click sub

3:38:54

accounts here. Then we have snapshots,

3:38:57

which like I said are templates, and you

3:38:59

should already have my agency snapshot.

3:39:00

You will also import my client snapshot

3:39:03

right here. So, you can go ahead and do

3:39:04

that whenever you're ready. So, there's

3:39:06

that. The reselling doesn't really

3:39:08

matter. Marketplace, none of this stuff

3:39:10

really matters to be honest. It's all

3:39:11

just random. The most important ones are

3:39:13

sub accounts and snapshots. Okay, these

3:39:15

are the two most important things. Now,

3:39:16

keep in mind though, there are some

3:39:17

stuff that we need to complete on the

3:39:18

settings side of things. So, in the

3:39:20

agency level, so there's no sub account

3:39:22

selected. You need to scroll down, go to

3:39:24

settings, and add your information to my

3:39:26

profile. So, your first name, last name,

3:39:28

maybe even a picture, email, and your

3:39:29

phone number, right? Save that. You can

3:39:31

even update your password here to go

3:39:33

highle. Um, and then next is go to

3:39:35

company, fill out all this necessary

3:39:37

information right here. So, this is just

3:39:38

some old information right here. None of

3:39:40

this is even true anymore really, which

3:39:42

is quite interesting. So, this stuff

3:39:43

actually doesn't really matter that

3:39:44

much. And then inside of team, this is

3:39:47

really important. This is where you're

3:39:48

going to add yourself to each sub

3:39:49

account so you can access them. Now, I'm

3:39:51

obviously not going to show all the

3:39:52

people that are in there because they're

3:39:53

all active clients of mine and I want to

3:39:55

keep that private. But, um, yeah, you

3:39:57

can add yourself as a team member and

3:39:58

make sure your roles and permissions are

3:40:00

set to agency owner. Okay, that's the

3:40:02

most important thing. And that means

3:40:04

you'll have access to all of the sub

3:40:05

accounts, right? And then make sure if

3:40:07

you don't see your sub sub accounts in

3:40:09

here to add them as such. So you can

3:40:11

click on this button and select the

3:40:12

specific sub accounts that you added.

3:40:14

For example, we just made a sub account

3:40:16

called what is it? Owen course. So yeah,

3:40:19

we give oursel full permission to be an

3:40:21

admin on that sub account. So we can

3:40:22

press save. Select the sub account that

3:40:24

we just made. You shouldn't have a bunch

3:40:25

of them here, but you press manage

3:40:27

client and then click switch to sub

3:40:29

account. Okay. So now we're in the sub

3:40:30

account. And you'll know that because it

3:40:32

says right here instead of the agency

3:40:34

view, which by the way, we can quickly

3:40:35

switch to view the agency view if we

3:40:37

wanted to. But now that we're inside of

3:40:39

this, what we can do is go through all

3:40:41

the steps. Now, the settings are not too

3:40:44

important. They will be for your

3:40:45

clients. For example, if you want to

3:40:47

change the name up here to be like one

3:40:48

of your clients. Let's say you have a

3:40:49

client called like back roofing or I

3:40:52

don't know, whatever it is, you can

3:40:53

press save and then it'll show that

3:40:54

right there. And you can set all this

3:40:56

information. But most of this stuff

3:40:57

actually, believe it or not, doesn't

3:40:58

matter that much to be honest. So,

3:41:00

there's that. Integrations is probably

3:41:02

the first step that I would say. What

3:41:04

you can do is click manage on Google

3:41:06

calendar and add your Google account.

3:41:09

But first, we don't have a Google

3:41:11

account yet and we also don't have one,

3:41:12

a business name, logo. Maybe you don't

3:41:14

have this stuff. Maybe you do. Um, so

3:41:16

let me just quickly break down what you

3:41:18

need to build out for that to be good.

3:41:20

So, just a couple things that you

3:41:21

probably need if you don't have them

3:41:22

already is naming your business. Just do

3:41:24

it in 10 minutes, okay? You can uh use

3:41:27

AI to come up with a name or whatever.

3:41:28

And then also check if the domain is

3:41:31

available on which I would recommend is

3:41:33

GoDaddy. So for example, let's say your

3:41:35

business name was like I don't know Owen

3:41:38

Owen ran agency or something and then

3:41:42

you look up.

3:41:44

Keep it super simple. And then perfect,

3:41:46

we see that it's available. So what we

3:41:49

would do now is go ahead and buy that

3:41:51

logo and buy and register that domain.

3:41:52

And then we could actually create a

3:41:53

Google account with it so we can connect

3:41:55

it to this account. Then we have our own

3:41:57

business email, all that good stuff. So

3:41:59

now let's go ahead and set that stuff

3:42:01

up. Now I'm going to go ahead and just

3:42:03

get a domain that I think would be

3:42:04

fitting for this. Owen, what are we

3:42:06

doing right now? Owenfreecourse.com.

3:42:11

Okay, let's see if that's available.

3:42:13

Perfect. Press get it. It's going to

3:42:15

cost like maybe 10 bucks, I think.

3:42:16

Something like that. We click view cart.

3:42:19

We can make sure we get it only for one

3:42:20

year protection wise because it doesn't

3:42:22

matter. Um, there [snorts] we go. $12.

3:42:24

Great. Great. We now bought a domain for

3:42:26

our business. This is a great first

3:42:28

step. Now that's pretty much done. We

3:42:30

have step one. We have the name of our

3:42:31

business. Hopefully, you've come up with

3:42:33

that if you haven't already. We

3:42:34

registered our domain. And now we can

3:42:36

set up the business email just so we can

3:42:38

email and use it as an email for goh

3:42:41

highle as well, which will help a lot.

3:42:43

So to do that, all what I would

3:42:44

recommend doing first is going to go and

3:42:47

then I would actually recommend going to

3:42:48

Cloudflare. So cloudflare.com. Um I

3:42:51

believe that steps right here. Yeah,

3:42:53

Cloudflare. So, the reason why we do

3:42:55

this is to protect the domain. So, here

3:42:57

are the exact steps, but I'm just going

3:42:58

to walk you through it now. Basically,

3:43:00

you want to sign in and create an

3:43:02

account. And then all you have to do is

3:43:03

go ahead and add a domain. So, if you go

3:43:05

to domains overview and press add

3:43:08

domain, you can go ahead and connect a

3:43:10

new domain. So, what you want to do is

3:43:12

do the domain that you just bought. So,

3:43:14

if you go here into GoDaddy, and we go

3:43:16

to your domains, which I believe is in

3:43:18

my products,

3:43:20

I probably have a decent amount of

3:43:21

domains on this account. Okay.

3:43:24

owenfreecourse.com.

3:43:26

Perfect. So, we go ahead and type that

3:43:28

in here. Continue. And then also what we

3:43:30

have to do is click the DNS records

3:43:32

inside of GoDaddy and we're going to

3:43:33

change the name server. So, you go to

3:43:34

name servers and if you use a different

3:43:36

provider for your domain, then you'll

3:43:37

have to do that and figure out where

3:43:39

that is. But the reason why we do this

3:43:40

and why it's so important is because

3:43:42

like if you look up this website after

3:43:44

we have it set up with go high level, we

3:43:46

just connect it to directly to go high

3:43:48

level right now, set up an email, do all

3:43:49

this stuff, then it won't be protected,

3:43:52

right? So, what I would recommend doing,

3:43:54

and this is free, is just protect it

3:43:56

right here with the free plan. You want

3:43:58

to add it just like so. And after you do

3:44:00

that, press continue to activation. And

3:44:03

then you want to copy and paste these

3:44:04

name servers. So, we have the Eleanor

3:44:06

one. We just press change name servers.

3:44:09

Choose I'll use my own. There's number

3:44:11

one. And there is number two. So, you

3:44:14

want to go ahead and save that.

3:44:18

Okay, great. So, now we'll wait. And

3:44:20

once we wait, it will be protected and

3:44:23

good to go. Then what we can do is

3:44:25

create an email. So we have a Google

3:44:28

calendar account. We have a Google email

3:44:30

account. All this stuff and we can even

3:44:32

switch our go highle stuff like our

3:44:34

settings and stuff to that email. But

3:44:36

more importantly, then we can connect

3:44:37

our Google calendar to go highle for the

3:44:39

availability reasons so we don't get

3:44:41

conflict bookings. That's right. That's

3:44:42

like what we're setting up right now. So

3:44:44

let's just refresh this and see if it's

3:44:46

done. It should show like a green check.

3:44:48

It's connected. So, we check the name

3:44:50

servers now. Okay, looks like it's doing

3:44:52

that. So, in the meantime, you can go

3:44:54

ahead and make a logo if you don't have

3:44:55

one already. Um, I don't really think

3:44:57

this stuff matters to be honest. Mine

3:45:00

looks something like that. You can go to

3:45:02

Canva, make it in 5 minutes. And by now,

3:45:05

you should have a name for your

3:45:07

business. We registered your domain on

3:45:08

GoDaddy. We have a business email to set

3:45:11

up, which we will after the Cloudflare

3:45:13

is done. Looks like it's going to wait a

3:45:14

little bit. Then, we have the logo.

3:45:16

Registering your company. I actually

3:45:18

can't give you legal advice about this.

3:45:19

I would use Claude. Okay, Claude will

3:45:21

give you all this. And also, when

3:45:23

there's any holes in this entire program

3:45:25

of things that like you don't know

3:45:26

specifics on, chances are that they

3:45:28

probably cover them better in the actual

3:45:30

course, like the full course portal

3:45:32

here. Like for example, the go high

3:45:33

level setup video here is a little bit

3:45:35

different than the one I'm doing right

3:45:36

now, just because it goes a little bit

3:45:37

more into depth. Um, but if you're you

3:45:41

have questions, they're either there the

3:45:43

answers or you can ask Claude and figure

3:45:45

it out. banking setup. I personally use

3:45:47

Chase Bank. Um, but you can use

3:45:50

Revolute, which is a good online one.

3:45:52

Payment processing as well. I would just

3:45:53

set up a simple Stripe account. Um, so

3:45:55

you can collect payments for your

3:45:57

business. [ __ ] is also a pretty decent

3:46:00

one and it has really good UI. So, you

3:46:02

can ask the AI to make you a special

3:46:03

payment link and it'll do that. Um, but

3:46:05

Stripe is super simple. So, I would just

3:46:07

sign up, create an account. You don't

3:46:08

need legal business information to

3:46:10

create a Stripe account. You just won't

3:46:12

be able to like take the money out of

3:46:13

Stripe without a business bank account.

3:46:15

So, and you can always do this under

3:46:17

someone else's name if you need to for

3:46:18

now, but I would recommend making a

3:46:20

Stripe account and setting up your legal

3:46:22

business information. You could use a

3:46:23

trusted provider like Legal Zoom. That's

3:46:24

what I did when I started. Or you can

3:46:26

just ask Claude. Um, but basically, you

3:46:29

want to just get these eight steps

3:46:31

solved first. This is just simple stuff

3:46:33

to start your business, right? So, we

3:46:35

just refresh this page right here. And

3:46:37

believe it or not, like starting your

3:46:38

business is not hard. So, like that's

3:46:40

why this part is so short. Cool. Your

3:46:43

domain is now protected by Cloudflare.

3:46:44

So now if we can look up Google

3:46:46

Workspace, we can set up the email.

3:46:48

This is also super super simple to do

3:46:51

this. If we click get started and we

3:46:53

choose our business name, which I don't

3:46:55

know is like course own course or

3:46:56

something. Um go to next. Take in our

3:47:00

current email address. Set up your

3:47:02

existing domain. And we already have

3:47:04

this domain. It's protected with

3:47:05

Cloudflare. So if we click next,

3:47:09

we can set our name in front of it. So

3:47:10

we can do like your name

3:47:12

atyoudommain.com whatever your business

3:47:14

name is. So let me go ahead and type in

3:47:16

my password. Perfect. So once that's

3:47:18

done then we are good to go and we can

3:47:20

create our email and then we can connect

3:47:22

our calendar our Google calendar our new

3:47:24

one to go highle. So it's going to

3:47:27

charge a little bit of money. Um you can

3:47:29

actually start a trial for the $20 a

3:47:31

month plan and then also like downgrade

3:47:33

it to the $12 a month plan. I think a

3:47:35

lot of people do that. Um, but just for

3:47:37

now, I'm going to go ahead and get this

3:47:39

14-day free trial. This is probably the

3:47:43

go highle costs. This cost, the domain

3:47:47

getting costs are probably the main

3:47:49

business cost. I don't think there's

3:47:50

really going to be much else other than

3:47:51

that. So, I'm going to go ahead and pay

3:47:53

for this now and then I'll see you after

3:47:54

I'm done. Great. So, we'll skip for now

3:47:56

and not add any new users or anything

3:47:57

like that. But now we should have a new

3:48:00

account. So, we'll go ahead and verify

3:48:02

our domain. Now, you'll know this has

3:48:03

worked if it says sign into Cloudflare

3:48:05

right here. That means the connection

3:48:06

worked properly. So we can go ahead and

3:48:09

sign into Cloudflare. It will go ahead

3:48:10

and analyze it and add everything that's

3:48:12

needed to be added. So what we can do

3:48:14

now is authorize this with Cloudflare.

3:48:16

And while it does this as well, we can

3:48:18

go actually into the domain settings of

3:48:20

go highle and add there this new domain

3:48:24

that we just got. So we can authorize it

3:48:26

here. It's owenfreecourse.com or is it

3:48:28

owensfreecourse.com?

3:48:30

owenfreecourse.com. Okay. So we can go

3:48:33

ahead and funnel that. And this would be

3:48:35

the name of your business, whatever it

3:48:36

is, and connect that to go high level

3:48:38

now. So you want to go to settings into

3:48:40

your new agency account here and then go

3:48:42

to domains and URL redirects. And then

3:48:44

we can simply just add connect a domain.

3:48:47

And this will be the domain here. So we

3:48:48

can actually build up the funnel and set

3:48:50

it up to a website. So just like that,

3:48:53

we can press activate Gmail. And now we

3:48:56

have this email. Pretty cool, right?

3:48:59

Namegmail.com,

3:49:00

right? So we can sign into Cloudflare

3:49:02

once again here.

3:49:05

Sorry, we're kind of doing like two

3:49:06

things at once. Um,

3:49:09

authorized with Cloudflare and then, uh,

3:49:11

yeah, we can also add that. We can

3:49:13

authorize this

3:49:17

course.com.

3:49:21

Okay, great. So now we have a Gmail. So

3:49:26

we can actually add that now to go high

3:49:29

level. So it says AAA record for

3:49:30

conflicts. So if you see this when you

3:49:32

try to connect it to go high level, all

3:49:33

you have to do is go to Cloudflare,

3:49:35

click on it, go to DNS records and then

3:49:37

find A records. So if you see any A

3:49:40

records right here, you can go ahead and

3:49:42

just delete those. So there's two there.

3:49:46

Perfect. Now we can close out of this

3:49:48

and then we can go ahead and refresh

3:49:50

this and try it again. And basically all

3:49:52

we're doing right now is setting up a

3:49:53

Google account so that we can, you know,

3:49:55

have a hub for our business where we're

3:49:57

going to like set up our calendar. Um,

3:49:59

and also in the course portal, if you,

3:50:01

you know, sign up for my affiliate in

3:50:03

1.1 lifemastery, this will set you like

3:50:05

to teach you how to set up your calendar

3:50:07

everyone

3:50:08

>> so that you have like perfect

3:50:10

availability and you can basically set

3:50:12

up your calendar for, you know, as the

3:50:14

best productivity as possible. Like I

3:50:17

can show you a little bit of like what

3:50:18

it would look like set up. And that

3:50:20

would be under your business email,

3:50:21

which is exactly what we're setting up

3:50:22

right here. So if I refresh this page, I

3:50:25

imagine we're done. Yeah. Cool. So now,

3:50:29

what's cool about this is that we can go

3:50:30

ahead and open up like a new incognito

3:50:32

window for now and go to our email and

3:50:35

then log in with this new email that we

3:50:39

just made.

3:50:41

Now, our password.

3:50:43

There we go. Welcome to your new

3:50:44

account. Pretty cool. So, now we have

3:50:47

our business email, which is awesome.

3:50:49

Um, we're not going to be doing too much

3:50:50

cold email or anything, but it does help

3:50:51

to see like where bookings come in when

3:50:53

you get them. So, there's that. And then

3:50:55

also on this account, you should have a

3:50:58

Google calendar as well, which let's see

3:51:00

if we can find it. Calendar.google.com.

3:51:03

Perfect. This is our fresh calendar

3:51:04

right here that we have our new one.

3:51:07

Great. So now that that's done, we can

3:51:09

connect go highle to this. And what we

3:51:11

can do is set the availability daily for

3:51:13

this calendar. So like let's say you

3:51:14

don't want to get bookings with

3:51:15

potential prospects from like, you know,

3:51:18

midnight to 9:00 a.m. every day. You

3:51:20

could just set that to be daily. And

3:51:23

then also, let's say you don't want

3:51:24

bookings 6 p.m. onwards as well or

3:51:26

something, whatever that might look like

3:51:28

for you. Then you can go ahead and

3:51:30

repeat that daily as well. And then go

3:51:32

high level will only book appointments

3:51:34

for you or like give people the

3:51:36

availability on the calendar to book

3:51:37

appointments in between these two times.

3:51:39

So it's pretty handy. Now what we have

3:51:42

to do now is authorize this to add our

3:51:44

domain to go high level once again.

3:51:46

Let's go ahead and do that. So first

3:51:47

things first, let's actually we'll go

3:51:49

back to the domain in a second here and

3:51:50

add it to go high level later. For now,

3:51:52

let's go ahead and add our Google

3:51:53

calendar that we have right here just

3:51:55

connected. So, let's So, all you have to

3:51:57

do is click on you as a staff member and

3:51:59

press add new and then connect your new

3:52:01

Google calendar. So, I went ahead and

3:52:02

just selected the one that we just made

3:52:04

and then basically collect select yes

3:52:07

and there you go. You should be good to

3:52:09

go. So, you can actually add this as a

3:52:11

linked calendar um just like so. And

3:52:13

then also a conflict calendar so that it

3:52:16

will check conflicts and it won't book

3:52:18

for example at these times that are

3:52:19

blocked off. And also as a bonus, you

3:52:21

can even add your other calendar as

3:52:23

well. So if you click add and subscribe

3:52:24

to another calendar, you can subscribe

3:52:26

to your personal calendar and make your

3:52:29

um business calendar not get any

3:52:30

bookings. Also, that's pretty much all

3:52:32

you need to do when it comes to

3:52:34

connections here. Google calendar is by

3:52:36

far the most important one. And if you

3:52:38

see as well, if we go to the calendar

3:52:39

section now and your account, you should

3:52:42

see your new Google calendar on here. So

3:52:45

if we check it right here, yeah, so you

3:52:46

can see this time got marked as

3:52:48

nonavailable. It's pretty cool how that

3:52:50

stuff works. So, now that that's done,

3:52:53

let's add our domain. So, if we go to

3:52:55

domain services,

3:52:57

we go to domains and URL redirects. We

3:52:59

can connect the domain we got as well

3:53:01

here.

3:53:02

So, let's go ahead and do that. Now, we

3:53:04

removed the A records. So, it should

3:53:06

work now. Perfect. Authorized domain.

3:53:08

And this is where we're going to hook up

3:53:09

our funnel to and everything. So,

3:53:11

owensfreecourse.com. So, this is going

3:53:13

to load and then connect the domain to

3:53:15

go highle. Um, and what's cool is also

3:53:18

we can send the automated emails from

3:53:21

this new email that we made as well,

3:53:22

which is pretty cool. Okay, perfect. So,

3:53:25

now that the domain is linked, we can

3:53:26

actually go ahead and link that domain

3:53:28

with the agency website. So, we'll hook

3:53:30

that up to home and then the error 404

3:53:32

page will also be home and we can

3:53:34

proceed to finish. And um, now we

3:53:38

already have like a live website. So, we

3:53:40

have a live email, live calendar, and a

3:53:41

live website, which by the way, we need

3:53:43

to make a lot of edits to. Um, but for

3:53:45

now, let's continue on with the video.

3:53:48

So, you should have all eight of these

3:53:50

things done. Your name for the business,

3:53:52

registering your domain, a business

3:53:53

email setup, which we already did, logo,

3:53:55

which doesn't really matter that much to

3:53:57

be honest, registering your company,

3:53:59

which is something that you can do

3:54:00

later. Um, banking setup as well later,

3:54:02

and payment processing setup. Just make

3:54:03

a Stripe account just like that. Super

3:54:05

easy. You can even make a payment link

3:54:07

as well. And I'll show you what I mean

3:54:08

on Stripe. If you go to payment links,

3:54:10

you can press create payment link and

3:54:11

then add a new product and then call it

3:54:13

the name of whatever your business is

3:54:14

and whatever you want to charge up

3:54:16

front. You can add an image, which would

3:54:17

normally be your logo. And you could

3:54:19

choose a one-off, choose a price. Let's

3:54:21

say you charge, you know, 1,500 bucks up

3:54:22

front and your services is Owen's free

3:54:25

course or whatever your business name

3:54:26

is. Mine's not that. I'm just for the

3:54:29

video example. And also, you can

3:54:30

actually save payment details for future

3:54:32

use down here in additional options,

3:54:34

which is really great. So if you want to

3:54:36

manually charge customers, if you do

3:54:38

some kind of pay per result offer later

3:54:40

down later down the line, you know,

3:54:42

where you get them 50 leads and you want

3:54:43

to charge for 50 leads, you can manually

3:54:45

charge their card because this payment

3:54:46

link puts it on file. So you can create

3:54:48

link and then you have a payment link

3:54:50

you can use on sales calls when a client

3:54:53

decides to go with you. All you have to

3:54:54

do is send it to them during the call

3:54:56

and they can pay you. So pretty cool.

3:54:58

Now that that's done and you have these

3:55:00

basic steps done roughly 1 through 7,

3:55:03

let's continue down with the software

3:55:05

setup. So, if we go back down to the

3:55:06

agency level and click switch out to

3:55:08

[snorts] agency level, which is a button

3:55:10

right here once you're inside of your,

3:55:11

you know, sub account, we could actually

3:55:13

add our website and domains as well to

3:55:16

the actual like gohighle website. So,

3:55:19

instead of doing app.go.com, you can do

3:55:21

app.youbus.com.

3:55:23

So, the way you would do that is go to

3:55:25

settings and company and then simply go

3:55:27

to white label and you can add your

3:55:29

specific domain right here. So you can

3:55:31

just quickly just app you can quickly

3:55:33

just add the domain that you've already

3:55:35

added in here and it will be app

3:55:37

whatever your domain is.com and that's

3:55:39

for now how you're going to be going on

3:55:41

go highle. So there's that as well. Now

3:55:44

to kind of just break down like

3:55:45

everything that's available to you with

3:55:47

this just to kind of go through the rest

3:55:49

of settings. We've kind of covered

3:55:50

everything down here. We did the

3:55:51

integrations and we did the domains and

3:55:53

all of this extra stuff is just

3:55:54

unnecessary to be honest. But the next

3:55:56

one up that's important is custom

3:55:57

values. Right? What we can actually do

3:55:59

and what I would recommend you do is put

3:56:01

in all of your information here by

3:56:02

clicking edit and adding your values. So

3:56:04

for example, your phone number, whatever

3:56:06

that phone number is, you can just add

3:56:07

it here. Your postbooking page will be

3:56:10

your doommain.com/bookooked

3:56:13

I think. Let me check. If we go to the

3:56:14

site section, we can see actually.

3:56:16

Great. So Owen runs. Yeah. Yeah. Your

3:56:18

domain.com/bookked. That's going to be

3:56:19

the link. If we go back to settings and

3:56:21

custom values, you want to just type all

3:56:22

this stuff in because you could

3:56:24

basically use custom values to add

3:56:27

custom elements to pages and it'll be

3:56:29

universal across all the pages. So

3:56:30

instead of typing your number on a page

3:56:32

like every single time or something or

3:56:34

like a link to something, it will

3:56:36

automatically just put it there because

3:56:38

this custom value is placed on the

3:56:40

funnel instead. So privacy policy page

3:56:42

and strategy call calendar. Um privacy

3:56:44

policy page is super simple as well. And

3:56:47

the sites you'll have that here. So,

3:56:49

yourlink.com/privacy

3:56:51

policy. So, if I just go ahead and go

3:56:53

through and custom values, edit that.

3:56:56

Perfect. And let's see if that link

3:56:59

actually works, by the way. Yeah,

3:57:01

privacy policy, which I like. We'll

3:57:02

change the logo. We'll change the stuff

3:57:04

here to make sure that it's all good.

3:57:05

And see, like, for example, it doesn't

3:57:06

say it says like nothing understands

3:57:08

that your privacy is important to you.

3:57:10

But normally, what you would do is that

3:57:12

would be this link right here. So, your

3:57:14

agency name, let's say your agency name

3:57:15

is like Owen's course or something. and

3:57:17

um it'll show up on the privacy page.

3:57:20

The point is that's exactly how these

3:57:22

custom values work. You can also add

3:57:24

your email which mine was owen

3:57:26

owenfreecourse.com I think something

3:57:29

like that. And let's see what other

3:57:31

stuff we have to do. The strategy call

3:57:33

calendar as well. So if we go to

3:57:35

calendars, you actually have your own

3:57:36

calendar here um which is included

3:57:39

inside of the snapshot as well. This

3:57:41

calendar is how you'll actually book

3:57:43

appointments with potential prospects

3:57:45

because that's how client acquisition

3:57:46

works, right? You reach out to

3:57:48

companies, get them to book appointments

3:57:49

with you, and then sit down on the call

3:57:51

and explain your services on some kind

3:57:52

of Zoom call and then get them to agree

3:57:54

to go with you and then you give them

3:57:56

this payment link and then they pay you.

3:57:57

And that's when the client relationship

3:57:59

begins. And obviously, we're going to

3:58:00

explain everything about client

3:58:01

fulfillment here. But yeah, if we go in

3:58:02

the calendar view, we can go into

3:58:04

calendar settings and you should see

3:58:05

your calendars here, right? You should

3:58:07

have just one called strategy call right

3:58:09

here. And what you want to do first is

3:58:11

activate it, right? So, click activate.

3:58:13

And it should no longer say inactive

3:58:15

there. And this calendar right here is

3:58:18

your calendar. So, for now, this is the

3:58:20

actual invitation, you know, name that's

3:58:22

going to be gone. And it says custom

3:58:24

values your agency name, right? This

3:58:26

will autofill with your actual specific

3:58:27

agency name, right? Same with this right

3:58:29

here. That's what I mean by custom

3:58:31

values. The staff and location, you want

3:58:32

to add yourself as a staff member and

3:58:34

then do high priority so you get all the

3:58:36

bookings. And then also change it to

3:58:38

Google Meet. that is probably where

3:58:40

you'll be taking the calls. If not, you

3:58:41

could do Zoom if that's what you

3:58:43

provide. But you will have to connect

3:58:44

your Zoom account. You can also set up

3:58:46

your availability, which if I were you,

3:58:48

actually, I would recommend to customize

3:58:49

your schedule to be from 12 to 12, just

3:58:53

like that, or 11:55, and then copy that

3:58:55

to all. And then what you can do is then

3:58:57

your calendar will go solely off of the

3:58:59

availability of your Google calendar

3:59:02

instead. So, we can press save here.

3:59:04

That's how that'll work. And then make

3:59:06

sure the time zone set properly. Also,

3:59:08

booking rules, meeting interval, I

3:59:10

recommend 15 minutes. Duration, 30 to 45

3:59:12

minutes. I've actually been recently

3:59:14

taking calls with just 30 minutes cuz I

3:59:16

don't really think I need more than 30

3:59:17

minutes with a company, but maybe you

3:59:19

want more. The date range of how far

3:59:21

people can schedule to the future is

3:59:22

only 3 days. Minimum scheduling notice,

3:59:24

I actually like to have this on like 4

3:59:26

hours, so then I don't get bookings like

3:59:27

out of nowhere, you know, like in an

3:59:29

hour from now. Um, so that's all the

3:59:31

options there. Everything else doesn't

3:59:32

matter. You can actually turn on, you

3:59:34

know, look a certain percentage busy to

3:59:36

see like, you know, make sure you're not

3:59:37

like fully available with spaces. Um, so

3:59:42

that's there as well. And then the form

3:59:44

that they use when they fill it out and

3:59:46

the notifications that they get as well.

3:59:47

So, okay. So, I believe the video cut

3:59:49

out for a little bit there. So, I

3:59:50

apologize, but in custom values, all I

3:59:52

did was I added the calendar. We now

3:59:54

have the calendar availability set up

3:59:56

properly. And I went to settings to make

3:59:58

sure that the time zone was correct cuz

3:59:59

before it was on central, now it's on

4:00:01

Eastern as it should. But what we did is

4:00:03

basically inside of calendars, we could

4:00:05

see that our availability for everyday

4:00:07

bookings is from roughly 9 to 5, right?

4:00:10

And then we go into the calendar right

4:00:12

here, it's from 9 to 5. So it's

4:00:15

perfectly so it's perfectly done. And

4:00:16

then we took the link to go on the

4:00:18

calendar and added it to the custom

4:00:19

values right here by clicking edit just

4:00:21

like we did with the other things. Um

4:00:23

the same with terms and conditions, the

4:00:25

same as the other ones. So don't worry

4:00:26

about that. VSSL link. Um, and what's

4:00:29

good about like this is why you're

4:00:30

putting the reason why you're putting

4:00:32

this stuff in to the custom values in

4:00:33

this way is if like we go onto the

4:00:35

website that you already have right now.

4:00:36

Like if you look up your domain right

4:00:38

now, it'll show something like this,

4:00:40

right? It'll show you like your logo

4:00:41

here, a basic template, and down here we

4:00:44

put in privacy policy. Now, it's going

4:00:46

to open up your custommade privacy

4:00:48

policy, which by the way, we will. And

4:00:50

it should already say your business name

4:00:51

as well, but we do have to change the

4:00:53

logo. And then also, I haven't put in

4:00:55

terms yet, so it doesn't go to it. All

4:00:56

right. Now, this is what I mean by the

4:00:58

custom values is that we're just filling

4:00:59

the stuff in so we can build this out as

4:01:01

fast and easy as possible. So, let's go

4:01:03

back to the terms here in sites and

4:01:06

let's go ahead and add it. So, we go

4:01:08

ahead and copy this, add this to the

4:01:10

custom values as well.

4:01:13

Terms and conditions. Perfect. And then

4:01:16

website in this format right here. This

4:01:18

one right here is literally just

4:01:19

domain.com.

4:01:21

Okay. And then your first name. Mine is

4:01:24

Owen.

4:01:26

Perfect. So, that's pretty much it for

4:01:27

the most part when it comes to custom

4:01:29

values. That's all you have to do for

4:01:30

now. We will create a VSSL and I'm also

4:01:32

going to show you how to which is

4:01:33

basically a video to explain like what

4:01:35

you do. So, it's either going to be on

4:01:37

the front of your page or on your

4:01:39

slashooked when people book a call with

4:01:42

you just like this. If you've thrown a

4:01:45

ton of money at Angie Leads or Home

4:01:46

Adviser, you know, a video that looks

4:01:48

just like this basically. So, that's

4:01:50

just an idea about like what you might

4:01:52

be building similar to. So, custom

4:01:55

fields, don't worry about it for now.

4:01:56

Now, if we continue to go up settings

4:01:58

here in the phone system, this is where

4:02:00

you can buy phone numbers. Now, I

4:02:02

personally don't recommend using GoHigh

4:02:04

Leo for phone numbers. I recommend using

4:02:05

Twilio, which is a service outside of

4:02:07

GoHigh Le. And that's actually the

4:02:09

tutorial that the ATP will be, which

4:02:11

will be like shortly after this video.

4:02:13

Um, you are only going to see the ATP

4:02:15

video if you are on the course portal,

4:02:17

but the go the ATP video will be in this

4:02:19

software video or I believe where is it?

4:02:21

Yeah, it will be one of these videos in

4:02:23

the software setup. You should see AT2P

4:02:24

verification like right here. Um, and

4:02:27

it'll explain how to get verified with

4:02:28

Twilio, which means you can get verified

4:02:30

permanently and not have to deal with go

4:02:32

highle phone number rejections

4:02:34

basically. So, you'll see that in there,

4:02:36

but otherwise, you can buy phone numbers

4:02:38

here. You just can't use you can't use

4:02:40

SMS and send SMS messages until you

4:02:43

actually have ATP verification. And if

4:02:45

you use Twilio and connect the Twilio

4:02:47

phone number to a high level, it's

4:02:48

easier to set up. So, there's that. And

4:02:51

then also in terms of the messaging,

4:02:53

you'll also start to send number like

4:02:55

start to send text messages and you'll

4:02:57

see reply stop to unsubscribe for all of

4:02:59

your messages. You will have to go ahead

4:03:01

and turn these off, but you can only do

4:03:03

it after around 2 weeks of having your

4:03:04

sub account. So unfortunate, just true.

4:03:06

But yeah, so you can get local numbers

4:03:08

or you can get toll-free numbers. So

4:03:10

like 88 numbers or like wherever

4:03:12

location you are. Um, so what I would

4:03:14

recommend you do is take whatever local

4:03:16

location you are. And for example, like

4:03:17

I'm in South Florida, which I believe is

4:03:19

like 303 or something like that. And

4:03:22

what you would do is you would buy a

4:03:24

phone number either on Twilio or go high

4:03:26

level. And you would click phone

4:03:27

numbers, add number, and then you could

4:03:29

basically search up with the filter

4:03:31

specific areas. I'm not sure if this is

4:03:34

go high level, but let's or if this is

4:03:35

South Florida. Yeah, I don't even

4:03:37

remember. But then you'd proceed to buy

4:03:39

a phone number like that. And then you

4:03:40

could call right away by even clicking

4:03:41

this and use a phone number that you

4:03:43

just bought to call. Um, but we will set

4:03:45

up SMS and make sure that we can send

4:03:47

SMS messages by getting ATB by getting

4:03:49

ATB verified with this document right

4:03:51

here. But once you are verified, once

4:03:53

you go through this video part in the

4:03:55

program, which you can do right after,

4:03:57

um, you can send SMS, but when you do

4:03:59

so, it'll look like this. Like I said,

4:04:01

you'll have to turn that off inside of

4:04:03

messaging here. And you can do that

4:04:05

there. So, that's pretty much all you

4:04:08

need to know when it comes to phone

4:04:09

numbers for DAO. Um, another thing that

4:04:12

you can do once you buy a phone number.

4:04:14

So, like let's say I were to buy a phone

4:04:15

number and I'll just do that right now

4:04:16

to show you. Let's say I was based out

4:04:18

of Tiffan, Georgia. Sometimes you'll

4:04:20

have to verify your ID, um, which is

4:04:22

completely fine. Doesn't matter if

4:04:24

you're out of country or whatever. And

4:04:25

once you and after you do that, you can

4:04:27

add a forwarding number to the go high

4:04:29

level using this instruction here and

4:04:31

basically make it so if someone were to

4:04:33

call that number, then it'll go directly

4:04:35

to your personal phone, right? So, super

4:04:38

handy. Now another thing you could do is

4:04:40

out of email services which is the next

4:04:42

part above that in settings you can

4:04:44

create a dedicated domain for um better

4:04:47

deliverability. So you can do like

4:04:49

mail.youdommain.com.

4:04:51

So mine's like owenfreecourse.com

4:04:53

right? You could do something like that.

4:04:55

You can add and verify that and um

4:04:59

that's pretty easy right there. You can

4:05:00

continue to add that to Cloudflare.

4:05:02

It'll automatically do it for you. Okay.

4:05:04

Authorized domain. And this will

4:05:07

basically make it so the automated

4:05:08

emails that you send through go high

4:05:09

level will have a better deliverability

4:05:11

because chances are like it'll send from

4:05:12

the lead connector one which is what go

4:05:14

high level uses and the deliverability

4:05:16

isn't perfect. So we'll go ahead and

4:05:18

we'll make those good to go and then

4:05:21

we'll just kind of go through the rest

4:05:22

of the settings go through the rest of

4:05:23

the base rest of the stuff that you'll

4:05:25

actually need to set up and then we'll

4:05:26

actually build a live funnel together

4:05:28

and test it out and make sure it's all

4:05:29

good. So once that's done it should look

4:05:31

something like this inside of here. All

4:05:33

you would normally have to do is go

4:05:34

ahead and set headers. So you can add

4:05:37

your from name. So whatever name it is.

4:05:39

And then the actual email which will be

4:05:40

your name at mail.youdommain.com.

4:05:43

So owenfreecourse.com.

4:05:46

Okay. Just like that. And that is the

4:05:48

email you're going to be sending emails

4:05:49

now from now on. But you would go ahead

4:05:51

and basically verify it now. So it's

4:05:52

good to go here. Then once you do that

4:05:54

inside of here, set headers. Once again,

4:05:56

make sure that's good to go. So let me

4:05:58

go ahead and just verify this now to

4:05:59

show you how to do it. So you would go

4:06:01

ahead and click autoconfigure DNS. Press

4:06:03

authorize domain.

4:06:06

Now inside of Cloudflare, we'll go ahead

4:06:08

and authorize all these changes

4:06:10

to make sure that we can send from this

4:06:12

new domain. Okay. So let's try again.

4:06:15

Let that refresh and then we should be

4:06:17

good to go there. Let's go ahead and let

4:06:18

this do its thing. Perfect. So once

4:06:20

that's done, this is now verified and

4:06:22

SSL issued. That's good to go. Now let's

4:06:24

make sure the S the headers are set good

4:06:27

with the new domain. This will look a

4:06:29

little less goofy as well once you have

4:06:31

like like an actual business. It just

4:06:32

says my name twice. It'll be like your

4:06:34

name at mail.youdommain.com.

4:06:37

And then all you have to do now is I

4:06:39

believe go to domain configuration and

4:06:41

select it for all of them. Now all the

4:06:43

emails are going to get sent from this

4:06:44

new domain and the deliverability will

4:06:46

be much better. So we'll set all these

4:06:48

just like so. Now that's all you really

4:06:51

have to do here. You can warm up your

4:06:52

email as well which it'll have you do

4:06:54

here um as you send more and more. But

4:06:57

that's pretty much it. We just did all

4:06:58

these steps and now your email

4:06:59

deliverability is way better. So

4:07:01

congratulations. So another thing you

4:07:03

can do as well is if you go to my staff,

4:07:05

which is kind of like the last area of

4:07:06

the settings, you already have yourself

4:07:08

in here as well. But if you want, you

4:07:10

can go ahead and add make sure you can

4:07:12

select your calendar here that you set.

4:07:14

You can even add an email signature as

4:07:15

well. So something that's similar to

4:07:17

this um Owen free course. And this will

4:07:20

be at the bottom of every single email.

4:07:22

Then you can change your email here as

4:07:23

well.

4:07:26

owenfreecourse.com.

4:07:29

owen

4:07:30

owenfreecourse.com. I can't believe I

4:07:32

chose that. And then your phone number,

4:07:34

which whatever it is. Let's say it's

4:07:36

like this.

4:07:39

Perfect. And then city, state. I am

4:07:42

currently in Fort Lauderdale, Florida.

4:07:45

There we go. So, you can basically set

4:07:47

up a signature just like that. And then

4:07:49

you already have full permissions. This

4:07:50

is just saving it. And um yeah,

4:07:53

obviously make sure you're setting the

4:07:54

time the correct time zone as well. So

4:07:56

if you go to like um if you go through

4:07:58

all this user availability, just make

4:08:00

sure you're in the correct time zone

4:08:01

here, which I believe this is the

4:08:03

correct time zone. Let me just check.

4:08:06

Yeah, it is the it's the right time

4:08:08

zone. Perfect. Yep. So you would just

4:08:09

check that and then we already set up

4:08:11

our availability. Um and we have our

4:08:13

conflict calendars already set up here.

4:08:14

It's already good to go. And um yeah,

4:08:16

that's pretty much it there. So also

4:08:18

inside of calendars, if we go outside of

4:08:21

settings now, we can go outside into the

4:08:23

normal part um outside of settings

4:08:26

because we kind of covered pretty much

4:08:27

everything there is to cover in

4:08:28

settings. The main things being the

4:08:30

integrations to collect the you know

4:08:31

connect the calendar, connecting our

4:08:33

domains, the custom values, um the phone

4:08:37

system and a little bit of like

4:08:38

information on like how the phone system

4:08:40

works. Um email services to set up our

4:08:42

you know deliverability make it way

4:08:44

better. the calendar section as well,

4:08:46

which we've covered most of it already.

4:08:48

Um, the my staff to make sure like

4:08:50

everything's dialed in and set good. Um,

4:08:52

and then obviously we go out of

4:08:54

settings. Yeah, we already set up the

4:08:56

calendar. We have the availability here.

4:08:57

And we already have our calendar here as

4:09:00

well. So, you can add your logo, which

4:09:02

honestly if I were you, I'd recommend

4:09:03

adding either your logo or an image of

4:09:05

your face, which you can do here. Um,

4:09:07

and then also everything else. Billing,

4:09:10

no action needed. My profile, no action

4:09:12

needed. Um, business profile is

4:09:14

important. Just make sure once again

4:09:16

you're in the right time zone. That's

4:09:17

the most important thing, which I

4:09:18

believe is like towards the bottom. But

4:09:21

once again, this page like doesn't

4:09:22

really matter, okay? Like you don't need

4:09:23

to fill this stuff out for the agency

4:09:25

account, but I would recommend filling

4:09:26

it out for your client's account just in

4:09:28

case they click on settings and they see

4:09:29

all their information. That's what they

4:09:30

want to see. So, we're done with

4:09:32

settings. Um, like I said, instead of

4:09:35

payments, you will basically add

4:09:37

document and contract templates. You

4:09:40

should already have one in here. If you

4:09:42

don't, then I do have a ton of legal and

4:09:44

agreement templates in this program. So,

4:09:47

we have a bunch of agreement templates

4:09:48

in here that you can use. Um, just like

4:09:50

this one right here. So, this is will

4:09:52

show you like how to fill it out.

4:09:53

Basically, you could send this to AI and

4:09:55

then go through and then fill in all the

4:09:57

information that you need to fill in.

4:09:58

And, um, yeah, we have agreement

4:10:00

templates and what you would do is

4:10:01

basically add those to go high level and

4:10:04

just like this. So, you would upload a

4:10:06

new agreement, press new, upload

4:10:08

existing PDF of a PDF that you already

4:10:09

have. So you can download those as PDFs.

4:10:11

Once you go ahead and do that, you can

4:10:13

open up the actual agreement and add in

4:10:16

all the fillable information that you

4:10:17

need to get, you know, information. And

4:10:20

for example, like with fillable fields,

4:10:21

you would just add like a text field. If

4:10:23

you need them to type in their company

4:10:25

name, then you could just write company

4:10:26

name, just like that. And then if you

4:10:28

need their signature, you can go ahead

4:10:30

and do that there. And then if you need

4:10:31

their full name, you can go ahead and

4:10:33

just type in full name. Perfect. And um

4:10:36

you can do any other places that you

4:10:38

need to. I wouldn't recommend having any

4:10:39

of this. My templates don't have that.

4:10:41

And then you could add it maybe here or

4:10:43

there, wherever you need it. Um, and

4:10:45

then you could save this. You could

4:10:47

click use template when you need to send

4:10:49

an an agreement to clients. And you

4:10:51

could just basically type in a contact

4:10:53

and add a contact to it and it'll send

4:10:55

the agreement to them. So you can click

4:10:56

literally click a client that you want

4:10:58

to send it to and click send and they'll

4:11:00

sign an agreement. That's literally it.

4:11:02

So super simple. No use for docuign

4:11:04

anymore or anything like that. So

4:11:06

there's the options there. Next down the

4:11:08

list, I believe, is opportunities is a

4:11:11

pipeline of like where you can manage

4:11:12

your leads. They'll all go here. Um, all

4:11:14

the automations already set up for this.

4:11:16

And then in the payment section, we

4:11:18

already just went through that.

4:11:19

Everything else is kind of unnecessary.

4:11:22

Uh, AI agents, we can actually set up a

4:11:23

conversational AI agent for our clients,

4:11:26

which there's more details on this in

4:11:27

the course portal. Um, but it's super

4:11:30

simple. Like you can just create a bot

4:11:32

and do a bot just like this and

4:11:34

appointment booking. And you can

4:11:36

activate it by just choosing active and

4:11:38

it will literally just book people into

4:11:40

appointments. So, super simple. Um, and

4:11:43

you can give it more information about

4:11:45

like your company and what you do inside

4:11:46

of marketing as well. There's trigger

4:11:49

links and there's a lot of things that

4:11:50

you can do that are pretty valuable, but

4:11:51

nothing that we'll touch on today. Uh,

4:11:54

automation.

4:11:56

Automation is really powerful. Okay?

4:11:57

Like I have the best automations in here

4:12:00

for your clients. Like a ton of stuff,

4:12:02

right? Like if you go in here to like

4:12:04

the snapshot, like it is the most

4:12:07

powerful snapshot ever. Even just the

4:12:09

appointment book stuff is just like the

4:12:11

best reminders two days before SMS like

4:12:14

all all of this stuff. Appointment

4:12:16

surveys as well like with trigger links

4:12:19

to see like what happened to the

4:12:20

appointment so you can get the data

4:12:21

because a lot of people are like, "Oh,

4:12:23

how do we track if there's shown

4:12:24

appointments for our clients?" Well,

4:12:26

they will fill out a survey that looks

4:12:27

just like this, right? So all those

4:12:29

systems are here inside of the snapshot.

4:12:31

all the new lead notifications when a

4:12:32

new lead comes in for our clients. Um,

4:12:35

all the stuff that's like, oh, here, um,

4:12:37

we'll get you like, what do you need

4:12:39

from the service? Like, what do you need

4:12:40

from the company? Um, emails, thanks for

4:12:44

showing interest. Like, all this stuff

4:12:45

is already built out, okay? You don't

4:12:46

even need to worry about it and touch

4:12:47

it. It's taken me years to build this

4:12:49

stuff, but obviously it's free. Um, if

4:12:51

you get this bonus here. So, yep, the

4:12:54

automations are super powerful. There's,

4:12:56

you know, triggers and actions. So, the

4:12:58

triggers are at the top just like this.

4:13:00

So, when a survey is submitted, someone

4:13:02

becomes a lead, which I'll break down

4:13:03

the survey soon. And then there's the

4:13:05

lead uh automations here. And this is

4:13:07

for your clients. And then if you go to

4:13:09

the agency one that we have set up,

4:13:10

which is actually called owned course,

4:13:13

um these are what you should have in

4:13:15

here already right now.

4:13:17

So, to set these up, you want to make

4:13:19

sure that it's in the right calendar,

4:13:21

which it is, but it'll basically say um

4:13:24

notifications and SMS messages to your

4:13:26

clients in the automations. The only one

4:13:29

that you need to edit out of all of

4:13:30

them, out of all these automations,

4:13:32

there's one message. This trust email

4:13:34

right here says complete yourself. Um,

4:13:37

why should I trust why should I trust

4:13:38

you? Well, you shouldn't. And then

4:13:40

explain your story. Okay. Everything

4:13:42

else is completely good. Like a message

4:13:44

that says good to hop on at 43 minutes.

4:13:46

And then it sends them the meeting link,

4:13:48

right? And the meeting link is auto set

4:13:50

with the calendar. So like all this

4:13:52

stuff is built out for you. All these

4:13:53

automations. All you have to do to

4:13:55

change them is do that one email and

4:13:58

then that's pretty much it. Like that's

4:14:00

pretty much it and you're good to go.

4:14:02

Now in under automations we have the

4:14:04

sites. So this is where we have the

4:14:05

funnels. Now we have a Facebook ads

4:14:07

funnel template. Um this is a template

4:14:10

that's worked really well for me. Um,

4:14:12

you can put your survey here and

4:14:13

testimonials when you run ads for

4:14:15

yourself and put the traffic to this

4:14:16

page or which what I'm going to set up

4:14:19

with you right now is a funnel that you

4:14:22

can use right now. So, let's go ahead

4:14:25

and start editing this. Basically, you

4:14:27

would put your logo here. So, you could

4:14:29

press this button here and add your

4:14:30

specific logo and upload it. And you can

4:14:33

basically type in whatever copy or

4:14:34

information you want. Apply now. Now,

4:14:37

you can either have this go to a survey.

4:14:39

Right now we have this going to the next

4:14:42

step which the next step in this is the

4:14:44

calendar. So what we can actually do is

4:14:46

have this be an open popup and this will

4:14:49

basically open this popup that looks

4:14:50

just like this. Book your call um with

4:14:54

you know your name to see if we can help

4:14:56

you scale your business on a zero risk

4:14:58

basis. And then this could be simply

4:15:00

just put the calendar in right here that

4:15:02

we already have

4:15:04

just like that. And that's like a good

4:15:07

example of like how we can kind of use

4:15:08

this. And then we can have it be um and

4:15:11

make sure also to change the SEO data.

4:15:13

So if I were to full screen this for a

4:15:14

second, you can add your social proof

4:15:17

under here if you have any. Um if not,

4:15:19

you can make a video about like what you

4:15:21

do and how you offer it, which also I

4:15:23

have a video on like how to set up a

4:15:24

VSSL, which I'll probably put in this um

4:15:27

in this video. And um yeah, you could

4:15:30

basically set up these pages to look how

4:15:32

you want. Like I've got um for example

4:15:34

I've got one that looks just like this.

4:15:36

Uh I believe it's like Owen.

4:15:39

What is it?

4:15:42

Yeah. Homewise. Owen runs. So like you

4:15:44

can set up you can set up your pages to

4:15:46

look however you want them with

4:15:47

testimonials and whatever it is.

4:15:49

>> Um this is through levelable but I would

4:15:51

recommend doing it high level now

4:15:53

because it's much simpler for you

4:15:55

especially in the beginning. So you

4:15:56

would add your logo, add a headline that

4:15:58

looks convincing, and obviously use the

4:16:00

stuff from Meta Ads Mastery like

4:16:01

improving landing page CTR to improve

4:16:04

your landing page and make it as good as

4:16:05

possible. Right? So there's that page,

4:16:08

there's the strategy call calendar page,

4:16:10

um, which you can change the wording

4:16:11

here if you want. Um, you'd put the

4:16:14

calendar here and then use action from

4:16:16

calendar builder. What's cool is that

4:16:18

the custom value has it set to the

4:16:20

slashbook page, right? All right. And

4:16:22

the SL booked page will be a bit page

4:16:24

ideally with proof um about you,

4:16:27

information about you, and you will

4:16:28

basically build these out to look um

4:16:30

like your company and your information

4:16:32

to get people interested about booking a

4:16:34

call. Then what happens is like whether

4:16:36

you book it with cold SMS or cold

4:16:38

calling, whatever it is, most people

4:16:40

will see this /ooked page. Okay? And if

4:16:43

you decide to book someone in, then

4:16:45

they'll see this page and decide whether

4:16:46

or not they want to show up to the call.

4:16:48

So, that's how these kind of funnels

4:16:50

work and why they're extremely important

4:16:52

and you need to start going in

4:16:54

customizing, having some fun with it,

4:16:55

build it out, maybe even speak to GHL

4:16:57

support if you need some help with it.

4:16:58

Um, you can always start a Zoom call

4:16:59

with them. They're really good about

4:17:00

that. And, um, yeah, then you also have

4:17:02

the testimonials page as well. All of

4:17:04

you that have my snapshot have this page

4:17:06

of just like testimonials of job wins.

4:17:08

Um, and you can make stuff similar to

4:17:11

this. And as you see, our email is up

4:17:12

here from the custom values and your

4:17:14

logo. You can also add it here as well.

4:17:17

your SEO data as well is something that

4:17:19

you want to think about because the

4:17:20

agency website for example, if you click

4:17:23

on these buttons up here, just go

4:17:24

through all these to make sure they're

4:17:26

good. But right here, if we click on

4:17:28

SEO, this is what our page is going to

4:17:30

be called. Right? Right now, it's going

4:17:32

to be called whatever we set our custom

4:17:33

value agency name to be, which is just

4:17:35

fine. But also, you might want to add a

4:17:37

logo um and change it to be something

4:17:39

else so it doesn't say your logo here

4:17:41

when someone looks you up on Google. Um,

4:17:44

but yeah, you want to just go through,

4:17:45

fix these funnels up, make them yours,

4:17:48

and uh, yeah, super simple. So, that's

4:17:52

kind of the overall process. Now, if I

4:17:53

were a lead, um, I would basically click

4:17:56

on this page, see your logo, your

4:17:58

headlines, your stuff, maybe even a

4:18:00

video about what you do. If not, no

4:18:01

worries. And then they'll basically

4:18:03

apply now. They can book an appointment

4:18:04

with you if you're interested about your

4:18:06

services. Type in their information. Um,

4:18:11

right, just like this.

4:18:15

yearly turnover revenue. Perfect. So,

4:18:17

they can go ahead and schedule an

4:18:19

appointment and then they'll get

4:18:20

redirected to the postbooking page to

4:18:22

see like more about what your company

4:18:24

does. I would make your page look a

4:18:26

little bit better. For example, mine

4:18:28

right now looks like this, I believe.

4:18:31

Um, pre-recall, I think it's called.

4:18:35

Yeah, learn how companies are closing an

4:18:36

extra x amount of jobs. And then just a

4:18:39

bunch of proof. So, that's what I have

4:18:41

set up currently. So, you can copy this,

4:18:43

mimic it however you'd like. This is the

4:18:45

template that you get when you get my

4:18:46

snapshot with a bunch of there is proof

4:18:48

here as well. Um, and yeah, that's

4:18:52

that's that. It's good to go. It's super

4:18:54

simple. And that is how it works. So, it

4:18:56

got redirected to this page. And now, if

4:18:58

we check as well, the automation's

4:18:59

probably triggered. And it probably sent

4:19:02

one a message to Owen saying, "Hey, as a

4:19:04

reminder, your call is set for this

4:19:05

time. Watch this page for proof. Here's

4:19:08

the meeting link to join." And then add

4:19:10

it to your calendar here. So you can

4:19:12

literally add the meeting to your

4:19:13

calendar just like that. Pretty cool.

4:19:16

All this stuff is already built out.

4:19:17

There's a link to the page which is the

4:19:19

Google Meet link that we set up. And if

4:19:20

you look at like the owen@gmail.com or

4:19:22

whatever link, you know, email that we

4:19:24

booked it with, it also gets sent to

4:19:25

their email. So action required just

4:19:28

like that. Obviously the email I sent it

4:19:30

to you doesn't exist. So that's not

4:19:32

real. Um same with the phone number. So

4:19:35

um and also this message would normally

4:19:37

not send through SMS if we don't have it

4:19:39

ATP verified yet. But if you want to

4:19:42

learn how to get ATP verified, you can

4:19:43

watch the resource that's in this course

4:19:45

portal which should be around 1.3 here.

4:19:48

So yeah, that's pretty much majority of

4:19:50

the go highle setup. Um I appreciate you

4:19:53

that hopefully this was like enough

4:19:54

fundamental information. If you want to

4:19:56

know how to like change the forms and

4:19:57

stuff of like how you know when someone

4:19:58

booked an appointment that is in this

4:20:00

form right here. So you can check it

4:20:02

out. Strategy call form. This is the one

4:20:04

that we use. So you can change this to

4:20:06

say like, you know, ask whatever you

4:20:08

want. And this is where the custom

4:20:09

values come into play. This is a custom

4:20:11

field right here. So if you decide you

4:20:13

want to add, you know, a special

4:20:15

question, you could just add a special

4:20:16

question. Um, you could do like a

4:20:18

multiple drop down or a radio question

4:20:20

or a select. There's a lot to figure out

4:20:22

here, but this is where I mean like this

4:20:23

is the learning curve, right? This is

4:20:24

what you have to figure out. So yeah,

4:20:27

just a quick overview. We have the

4:20:29

conversations calendars. Um, you should

4:20:31

now have a funnel set up. You should

4:20:32

have a name. You should have like a

4:20:34

logo, a domain, a Google calendar, uh my

4:20:37

gosh, what else? Like I feel like

4:20:38

everything automation setup, custom

4:20:40

value setup, trust pilot, like like

4:20:43

proof even like everything, right? So, I

4:20:45

hope you enjoyed the go high level

4:20:47

video. If you want more information on

4:20:48

go highle, uh I have plenty of other

4:20:50

videos on my channel and also there's a

4:20:52

lot of information specifically here. If

4:20:54

you want to see how I make a winning

4:20:55

VSSL, it's also it'll be in this video.

4:20:57

And um yeah, once again, if you want

4:21:00

access to all this stuff and all this

4:21:01

bonus, as I said, feel free to start an

4:21:04

extended free trial or upgrade your

4:21:06

current trial to get access to this

4:21:08

stuff, even a one-on-one call if you

4:21:10

upgrade. Um, and you'll get an email to

4:21:13

explain how that works. So, yep, I

4:21:15

appreciate you for watching the Go Hilo

4:21:16

video and I will see you in the next

4:21:18

one. Hey everyone, it's Owen Resund and

4:21:20

welcome to this short video on how to

4:21:22

make a winning VSSL. This could be a

4:21:24

pre-all VSSL or a homepage VSSL, either

4:21:26

or. Now, currently on my landing page,

4:21:28

it might look different in the future. I

4:21:29

currently have a homepage VSSL that

4:21:31

looks something like this. I'll play it

4:21:32

for you in a second. And then also a

4:21:34

pre-all VSSL that looks like this.

4:21:39

So, I'm going to quickly show you how to

4:21:41

make these, but first, let me go ahead

4:21:42

and play them for you so you can see

4:21:44

like what we're trying to accomplish

4:21:45

here. If you run a roofing, HVAC,

4:21:47

painting, concrete, or any other kind of

4:21:49

home improvement business, and you've

4:21:50

thrown tons of money at Angie, Home

4:21:52

Advisor, expecting to get more jobs

4:21:54

ultimately been burned, or you've thrown

4:21:56

tons of money at an agency that

4:21:57

disappeared after a couple months, this

4:21:59

video is for you. I'm going to show you

4:22:01

how you can get tons of jobs booked onto

4:22:03

your calendar where you literally only

4:22:05

pay when you sit down with a homeowner

4:22:07

at the kitchen table. Okay? No

4:22:09

retainers, no ad spend, no paying for

4:22:11

every lead that ghosts you. I literally

4:22:13

take all of the risk. And before I say

4:22:15

anything else, I want to show you three

4:22:17

real contractors with real numbers. And

4:22:19

yes, you can call every single one of

4:22:21

them yourself. Number one is Brian at

4:22:23

SEC Roofing in Savannah, Georgia. Yes,

4:22:26

you can literally look up the company.

4:22:27

Over the last 2 years, we've gotten them

4:22:28

more than 900 qualified leads. And yes,

4:22:31

you can call them and ask about Owen.

4:22:33

Number two is SURL at StormPros VA and

4:22:35

Mo. In 14 months, we took them from 135K

4:22:38

a year to 300K a year with the same

4:22:40

business, same crew. We just got the

4:22:42

right homeowners in front of them.

4:22:43

Number three, DJK Restoration in

4:22:44

Atlanta. Another long-term partner that

4:22:46

we've been with for years. Notice none

4:22:48

of those are one month flings, okay?

4:22:50

I've worked with these guys for two plus

4:22:51

years, and that's the whole point. I'm

4:22:53

not looking for a quick win. In fact,

4:22:55

I'm looking for one company in your area

4:22:57

that I can grow with for the long haul.

4:22:59

Here's a quick background because you

4:23:00

honestly should know who you might be

4:23:02

working with. My name's Owen. Um, I'm a

4:23:04

pretty cool guy. I'm 20. I dropped out

4:23:06

of school to build this and I've

4:23:08

literally spent every waking moment of

4:23:09

the last 2 years getting good at one

4:23:11

thing and one thing only. Running ads

4:23:13

for local businesses. I am so damn good

4:23:16

at getting your business in front of

4:23:18

homeowners that actually want to buy.

4:23:19

I'll run the ads myself. I'll do all the

4:23:21

research. I'll figure out what's working

4:23:22

in your area specifically. And like I

4:23:25

will make sure that we can work together

4:23:26

for a long-term partnership and it's

4:23:28

profitable for both of us. I take every

4:23:30

call myself. There's no account manager,

4:23:31

no call center BS, no offshore team that

4:23:34

has Indian accents. like it's literally

4:23:35

just me. Now, here's the thing that most

4:23:37

contractors get wrong. You don't need

4:23:39

more leads. You've had enough leads. You

4:23:42

need sitdown conversations with

4:23:44

homeowners at the kitchen table where

4:23:46

you can tell them about your services.

4:23:48

So, here's how I work and why it's so

4:23:50

different. Now, I front the ad spend and

4:23:51

take all of the risk. I run all the

4:23:53

campaigns on my end and my system

4:23:54

qualifies every single person before

4:23:56

they ever have a chance to hit your

4:23:58

calendar. So, by the time that you

4:24:00

actually see their contact information

4:24:01

and give them a call to confirm the

4:24:03

appointment, they already know who you

4:24:04

are. They know what you sell, and more

4:24:06

importantly, they're warmed up and ready

4:24:07

for the appointment. And once again, you

4:24:09

only pay when they actually show up. But

4:24:11

I'll be straight up and honest with you,

4:24:12

okay? I'm not the cheapest option out

4:24:13

there. There are guys who will run ads

4:24:15

for a few hundred bucks for you and then

4:24:16

just disappear in a couple months. And

4:24:18

the truth is that that's not me. You

4:24:20

know, I charge what I charge because

4:24:21

I've done this for years. I have the

4:24:23

social proof backing it up and yes, you

4:24:24

can literally call the companies and ask

4:24:25

about me. My clients stay for years and

4:24:27

I only win when you win. And think about

4:24:29

that for a second. Like, if I only get

4:24:31

paid when a real homeowner shows up to

4:24:33

your table. My incentive is exactly the

4:24:35

same as yours, right? I don't make a

4:24:37

dime sending you junk. I make money

4:24:39

filling your calendar with people who

4:24:41

are actually ready to buy. And look, I

4:24:43

get it. You've probably heard 100

4:24:44

pitches just like this. You know, in

4:24:45

some agency, promised the world, took

4:24:47

your 3K a month retainer or however much

4:24:49

they charged you, ghosted you the second

4:24:51

that the check cleared. You've been

4:24:52

burnt, okay? Maybe more than once. And

4:24:54

that's exactly why I put my clients real

4:24:57

numbers in front of you for you to call

4:24:59

them. I'm not asking you to trust me.

4:25:01

I'm asking you to verify me. So, all I

4:25:02

want for you is to book a call down

4:25:04

below. And this is not a sales pitch by

4:25:06

any means, okay? It's literally just a

4:25:07

conversation to see if it's a good fit

4:25:09

to work together. Okay? I'm going to

4:25:10

look at your market, your service area,

4:25:11

your numbers, and I'll tell you whether

4:25:13

or not I think I can actually help you.

4:25:15

If I can't, I'll say so on the call, and

4:25:17

we won't waste any of each other's time.

4:25:18

But if we can, then we'll move together.

4:25:20

And honestly, like if you want

4:25:21

references, I'll hand you over my

4:25:23

client's numbers right there on the

4:25:24

call. So to book, just fill out the form

4:25:25

down below and grab a time. And that's

4:25:28

pretty much it. So business owner to

4:25:29

business owner, let's uh let's see if

4:25:31

this is a good fit. So we'll talk soon.

4:25:32

So that is right there um the VSSL for

4:25:36

the homepage. Now, let me show you the

4:25:37

VSSL for the pre-all. And the pre-all

4:25:39

VSSL is usually a little bit different.

4:25:40

It's usually more proof oriented, more

4:25:42

personal, and has a little bit more

4:25:43

information about like what you do. And

4:25:45

I will show you how to make both of

4:25:46

these in this video today. Here's how

4:25:47

home improvement contractors are closing

4:25:49

hundreds of thousands of dollars of new

4:25:50

cash solely from my system from getting

4:25:53

more sitdown appointments with the right

4:25:55

types of homeowners. Brian from Asc

4:25:57

Roofing, 24 months working with us. 923

4:26:00

qualified leads generated. Here's the

4:26:01

exact proof. Sirill from Storm Pros VA

4:26:04

went from 135K a year to 380K a year in

4:26:07

14 months, even in a competitive market.

4:26:10

And on the call, I will put you on the

4:26:11

phone with any of them. Okay? I'm not

4:26:13

asking for you to trust me. I'm asking

4:26:14

for you to verify me. Now, here are some

4:26:16

more screenshots from client results as

4:26:18

well as client pipelines. Okay, tons of

4:26:21

results, lots of good screenshots, all

4:26:23

that. Now, here is also the average

4:26:25

calendar on what most of my clients

4:26:27

calendars look like. Okay, completely

4:26:30

full of roof inspections and estimates

4:26:32

and only getting charged when they

4:26:33

actually sit down with a homeowner at

4:26:34

the kitchen table. Now, it's very nice

4:26:36

to meet you. Like I said in the other

4:26:38

video, I'm 20 years old. I dropped out

4:26:40

of school to build this. I love burgers.

4:26:42

I love American food, unfortunately. Um,

4:26:45

I'm very handsome as you can tell. More

4:26:47

importantly though, I do a lot of

4:26:48

research for these calls, okay? Like I

4:26:49

will do at least an hour of research

4:26:51

into your company into what you guys are

4:26:52

currently doing and just like learn as

4:26:54

much as I can about what you guys are

4:26:55

doing online as it is. And you know, I

4:26:58

do a lot of research, so please show up.

4:27:00

It's kind of annoying when I get a lot

4:27:01

of these guys booking these calls and

4:27:04

don't show up after I put in, you know,

4:27:06

an hour already of research and I

4:27:07

prepared something for you. So yeah,

4:27:10

just please show up to the call and um

4:27:12

honor your words. So, I built a paper

4:27:14

shown model because the retainer model

4:27:15

that I ran felt crooked. I used to run,

4:27:17

you know, the typical REM retainer

4:27:19

agency when my product wasn't that good

4:27:20

a while ago. And the truth is is that

4:27:23

the contractor should never carry the

4:27:24

risk in the situation because I'm the

4:27:26

one making the claims. Okay? So, I

4:27:27

should be carrying all the risk and that

4:27:29

is why I pay for ad spend and only

4:27:30

charge when you sit down with a prospect

4:27:32

at the kitchen table. Now, to actually

4:27:34

break down how this works, we will get

4:27:35

buyers on your calendar and not leads in

4:27:37

a spreadsheet. We will run all of the

4:27:38

ads on our own accounts that are already

4:27:40

warmed up and ready to go or we can run

4:27:42

them on your profile if you want to

4:27:43

boost your engagement and also improve

4:27:45

your brand awareness. Two, we will

4:27:47

qualify them with a customuilt form to

4:27:49

go through the entire process. All you

4:27:51

have to do is to call and confirm the

4:27:52

actual appointment and you will just

4:27:54

quote them and close them. It's as easy

4:27:55

as that. Now, you only pay when a

4:27:58

homeowner actually shows up. Okay?

4:27:59

There's no retainers, there's no ad

4:28:00

spend, and there's no shared leads

4:28:02

whatsoever. Everything is exclusive to

4:28:03

your company. And by the way, this call

4:28:05

is not some kind of sales call or pitch,

4:28:07

okay? It's simply just a 20 to 30 minute

4:28:09

call where we're simply going to see if

4:28:11

it's a good fit for us to work together.

4:28:12

If it's not, I'll tell you, and if it

4:28:14

is, then I will extend you some kind of

4:28:16

partnership offer. So, here's how to

4:28:17

actually join the call and make sure

4:28:18

that it's actually confirmed. So, if you

4:28:21

just scroll down on this page that

4:28:22

you're on right now, you can confirm the

4:28:23

call in two steps. Number one, open up

4:28:25

the confirmation email from Owen Rens.

4:28:27

You should see your meeting

4:28:28

confirmation, dear, your name. Thanks

4:28:29

for taking your time to sit down.

4:28:31

including it will also include the link

4:28:32

to the page that you're currently on

4:28:34

right now and some more details about

4:28:35

what we do. We'll send some automated

4:28:37

reminders to you as well as some more

4:28:38

information about our company, what

4:28:39

we've done, and more importantly some

4:28:41

social proof as well so you can show up

4:28:42

to the call prepared. Number two, accept

4:28:44

the Google calendar invite. So you will

4:28:45

get a separate Google calendar invite

4:28:47

that says add to calendar and it says

4:28:49

invitation blah blah blah strategy call,

4:28:51

whatever it is. All you have to do is

4:28:52

click add to calendar and click yes, you

4:28:54

will be attending and that is how you

4:28:56

will confirm. And you can also respond

4:28:58

yes in all caps to our text messages

4:29:00

that we send you as well. How to join.

4:29:01

Like I said, the Google Meet will be in

4:29:03

there. And if you need to reschedule,

4:29:04

feel free to reach out to the number

4:29:05

that I texted you. You should have

4:29:06

gotten a text that looks something like

4:29:08

this. Hey, your appointment is booked.

4:29:09

It's nice to meet you. Let me send you

4:29:10

some more information about what we do.

4:29:11

So that's the text message you should

4:29:12

have gotten. Again, join the meeting by

4:29:14

using the Google Meet link that you get

4:29:16

within the emails as well as the text

4:29:18

messages. I'll just stay in contact with

4:29:19

you, send a bunch of reminders to make

4:29:20

sure you're good to go. And yeah, I look

4:29:22

forward to meeting you and I will see

4:29:23

you on the call. So that was the pre-all

4:29:25

VSSL. The front page VSSL is optional

4:29:27

obviously, but because I had a lot of

4:29:29

information in the front page VSSL, I

4:29:30

made the pre-all VSSL a little bit

4:29:32

shorter and simpler. Uh, so this is what

4:29:35

I made. Now, if you need any help with

4:29:37

this type of stuff, you can just do a

4:29:38

test booking as if you were you

4:29:39

screenshot it and send it to Lovable and

4:29:41

just tell it to make it for you. It's

4:29:43

super super simple. And other than that,

4:29:46

we have a winning VSSL script I have for

4:29:48

you that's in the description of this

4:29:50

video. This is the script that I used in

4:29:53

this video. Exactly. change the proof,

4:29:55

change the social proof because this

4:29:56

obviously isn't your social proof. And

4:29:59

this is the exact script that I used.

4:30:00

You can use it, make a copy of it, and

4:30:02

make something of your own. Then once

4:30:04

you actually have the script and you can

4:30:06

just talk to Claude on making it better,

4:30:07

whatever it is, that's what I did. You

4:30:09

just simply need to record it. You can

4:30:10

record it with your phone in any kind of

4:30:12

environment. Super simple. And once it's

4:30:15

recorded and you have it recorded and

4:30:16

it's all good to go, open up some kind

4:30:18

of editing software. And I use Da Vinci

4:30:20

Resolve. Here's a little bit of the

4:30:21

backend scenes of like how this looks.

4:30:23

My footage naturally with my camera

4:30:25

comes in like this. It comes in an S-

4:30:27

log. It looks like that. So, I go ahead

4:30:29

and do the honor of color grading it to

4:30:31

make it look a little better using a L

4:30:32

that I paid for. Um, I'm assuming you

4:30:34

don't have an expensive camera, so you

4:30:35

don't need to worry about this type of

4:30:36

stuff. But, basically, I added a little

4:30:37

bit of a dynamic zoom in the beginning.

4:30:39

So, to do that, I turn on dynamic zoom

4:30:41

in this clip. See how it's turned off

4:30:42

here? Turned on here. And I made the

4:30:44

ease in and out. And then I set dynamics

4:30:45

to zoom up here. So, basically, it does

4:30:47

this. If you want to roof that little

4:30:49

dynamic zoom, it's optional. Um I have

4:30:52

cutting here and there. So like

4:30:53

throughout throughout the video you can

4:30:55

whatever you can splice it which I do

4:30:56

like commandB and it splits it and then

4:30:59

you can you know remove sections that

4:31:00

you don't want to be in the video. Um

4:31:04

here right here of jobs booked on how

4:31:06

you can get tons of jobs booked onto

4:31:08

your calendar. Super simple. I just go

4:31:10

through the video yourself. Number one

4:31:12

is these right here are just screenshots

4:31:14

that loable made. So I just gave it like

4:31:16

information and it basically made these

4:31:18

proof slideshows. It's super simple. I

4:31:20

just screenshotted it and then I put it

4:31:21

the screenshot right here in the video.

4:31:24

And once again, you only pay when they

4:31:25

act that that's not me. You know, I

4:31:27

charge when I and these clean cuts are

4:31:29

throughout it. And then that's it. So

4:31:31

once this is done and it's all edited

4:31:33

together, make sure you have a clean

4:31:34

background, ideally not your bed in the

4:31:35

background. Then what you could do is

4:31:37

export this. And then what I did is I

4:31:39

put this into Cap Cut

4:31:42

in Cap Cut. And then basically all I did

4:31:44

for the VSSL is say captions and I

4:31:48

clicked on the templates and then I

4:31:50

clicked on the glowy yellow one which

4:31:52

was I mean you don't have to have the

4:31:54

exact same captions as me. Like it truly

4:31:56

doesn't matter just as long as it's

4:31:57

engaging in some way. Yeah, I don't see

4:31:59

the one that I picked but it was just

4:32:00

like a glowy yellow one. So and I just

4:32:03

click click the caption and click

4:32:04

generate. And that's all I did. And then

4:32:05

I download it and my VSSL is done. So

4:32:07

what I did to host it is I put it into

4:32:09

Vidalytics. So, Vidalytics is an

4:32:11

analytics software that you can do to

4:32:13

host your VSSLs. Um, it looks just like

4:32:15

this. So, I have control radius pretty

4:32:17

low. Um, opacity levels pretty low.

4:32:20

Controls, these are the settings. Seek

4:32:23

bar. These I have the rapid engage seek

4:32:25

bar. So, it like speeds up throughout

4:32:26

and then slows down towards the end. So,

4:32:28

it looks like it's going through it

4:32:29

faster than it actually is, which is

4:32:30

smart. Then I have the classic look

4:32:33

playback um all view settings. And then

4:32:35

marketing, I have it as a video here.

4:32:37

So, I went ahead and just embed and

4:32:38

share that, copy this code and send it

4:32:40

to Lovable. So, it's the same thing for

4:32:42

the pre-all VSSL um as the normal VSSL.

4:32:44

So, obviously we have the normal one

4:32:46

here and then we have the pre-all over

4:32:48

here. So, the pre-call VSSL is literally

4:32:50

just me. It's a clipping mask on me. You

4:32:52

could do a loom video if you want or

4:32:54

just crop yourself in the corner.

4:32:57

>> And then it's all it is is a screen

4:32:58

recording of me going through a

4:32:59

slideshow. If you want the exact

4:33:01

slideshow that I use in this video, you

4:33:03

can go to homeweis.enzle.com/bsl,

4:33:04

onzel.com/vsl

4:33:06

which I'll also put in the resource

4:33:07

section of this video. Then here is the

4:33:10

slideshow. All you have to do is

4:33:11

literally screenshot this and ask it to

4:33:13

remake something similar. You can um I

4:33:16

would definitely not recommend doing the

4:33:17

exact same. Don't do the exact color

4:33:18

schemes. Make it your own. Okay,

4:33:20

copycats or just they're going to die.

4:33:22

You know, it's like over the long term

4:33:24

you need to learn how to iterate and

4:33:25

learn how to do this stuff yourself. So

4:33:27

this is what I made. I have some proof

4:33:28

on here. Super simple. And you do the

4:33:31

same thing with Da Vinci there editing

4:33:33

wise for the pre-all VSSL. Um, it's

4:33:36

literally just me going through a

4:33:37

slideshow. Okay, that's all it is. And I

4:33:41

cut it to using my phone.

4:33:44

Something like this.

4:33:45

>> Okay, so it's just a full screen

4:33:46

instead. And then you can just export

4:33:48

this. Once again, you could have

4:33:49

captions for this. I chose to not have

4:33:51

captions because it's a slideshow. And

4:33:53

then once you're done with that, you can

4:33:54

upload it to Vidalytics as well and do

4:33:56

the same exact thing as you did with the

4:33:57

other one. Same exact settings. I'm

4:33:59

actually going to make the opacity level

4:34:00

a little bit higher because it's kind of

4:34:03

hard to see. There we go. And then you

4:34:05

can just simply embed this again similar

4:34:07

to the other one and put it into

4:34:08

lovable. Ask it and be like, "Here's the

4:34:09

VSSLs. Plop them in." Okay, that is how

4:34:12

you record a profitable good VSSL um

4:34:15

that I've gotten major success with. Do

4:34:18

as best as you can on camera. I know

4:34:19

it's probably new for some of you.

4:34:21

That's just fine. If you need the VSSL

4:34:22

script or the links to my funnels, um

4:34:24

they are in the resource resource

4:34:26

section in this video. So, I hope you

4:34:28

enjoyed and I will see you in the next

4:34:29

one. Hey everyone, it's On Rensland and

4:34:31

welcome to Facebook page setup and

4:34:33

account warm-up. Now, if you already

4:34:35

have a Facebook page for your business

4:34:37

or even for your clients, still watch

4:34:39

this video because I'm going to show you

4:34:40

how to do an engagement campaign to warm

4:34:42

up your account and get thousands of

4:34:43

followers insanely fast. So, first

4:34:46

things first is you need to create a

4:34:48

business page if you plan on ever

4:34:49

running ads or even just to have a

4:34:51

better brand. What I would recommend

4:34:53

doing is obviously you would make a page

4:34:56

off of your account because that's what

4:34:57

this is. This is a business page, not an

4:34:59

account. You would go to

4:35:00

facebook.com/pages and create a new

4:35:01

page. Now, be careful that you don't

4:35:03

create an ad account right after you

4:35:05

make this page um or, you know, after

4:35:07

you make a business portfolio under this

4:35:08

page because, you know, they'll get

4:35:10

restricted if you make things too

4:35:11

quickly. What I would actually recommend

4:35:13

is I would make it a personal name. Now,

4:35:17

this is something that I've done because

4:35:18

it works really well in my niche, and

4:35:20

this is largely dependent on your niche,

4:35:21

right? If you're working in the medical

4:35:22

space, in the medical industry, like you

4:35:24

probably want to be seen as a bigger

4:35:26

company, so you probably don't want to

4:35:27

do this. But if you're working in home

4:35:29

improvement like I am, you can create a

4:35:31

page that looks something like this.

4:35:33

This is a business page with my first

4:35:34

name and last name. Okay. Now, the

4:35:38

reason why I do this is because I can

4:35:39

run ads and it'll be under this page.

4:35:41

So, they'll see Owen Rensland and a

4:35:43

picture of me smiling. Obviously, it's

4:35:45

AI created. It looks kind of hideous,

4:35:47

but they will basically trust you more

4:35:49

because instead of being a giant company

4:35:51

that, you know, has worked with a bunch

4:35:52

of agencies, you're just a one-man band.

4:35:54

And honestly, for some reason,

4:35:56

contractors tend to trust that more

4:35:57

because they want to work with a person

4:35:59

and not a company, right? They want to

4:36:00

partner in this. Um, but this is largely

4:36:03

dependent obviously on the niche that

4:36:04

you're in. So, keep that in mind. This

4:36:05

might not work. You might want to make

4:36:07

this your agency name, okay? And logos,

4:36:09

pictures everywhere. I should do more

4:36:10

posts in the in my niche, but I'm not.

4:36:13

It's just fine. But I do have a good

4:36:14

amount of followers and I could increase

4:36:16

this at any time if I want. But it's

4:36:18

just enough to be, you know, fine. Now,

4:36:21

I do recommend posting content, etc.,

4:36:23

but make a business page to run your

4:36:25

ads. Either your agency name with your

4:36:27

logo or personal like I have here. I

4:36:29

have both of them set up. So, the client

4:36:31

business page is something that you can

4:36:33

create as well. A good example is Home

4:36:35

SolutionsUSA. So, this is an account

4:36:36

that I have to basically run some

4:36:38

clients ads off of. And obviously this

4:36:40

is a test account for this video and for

4:36:41

the last couple of weeks of me, you

4:36:43

know, doing a challenge. But besides the

4:36:45

point, um, this is an example about what

4:36:47

you want to create. Don't copy it, okay?

4:36:49

Don't call it yours Home Solutions USA

4:36:51

and do a picture of, you know, USA

4:36:52

Colors. Be creative, you know, make it

4:36:55

unique. Go on to Claude and ask it

4:36:58

different names. You could do like you

4:36:59

could literally call it connecting

4:37:00

homeowners or you can call it home

4:37:02

improvement or you can call it, you

4:37:05

know, jobs for jobs for homeowners or,

4:37:08

you know, just something like that. You

4:37:10

can really just make it super simple.

4:37:12

Um, and make it just basic like this.

4:37:14

Don't worry about this post. It was just

4:37:16

a test. Um, this right here is some

4:37:18

basic channel art that's made with

4:37:19

Claude as well or not Claude, but

4:37:21

Higsfield as well as this logo. Super

4:37:23

basic. And this is where you can run

4:37:24

clients ads off of. But more

4:37:26

importantly, you want to do this because

4:37:28

I've made pa Facebook pages for clients

4:37:30

on their behalfs and didn't do

4:37:31

engagement campaigns. And yes, the ads

4:37:33

did okay, but they didn't do insane.

4:37:36

They did, you know, decent. And the

4:37:38

truth is is that if you warm up these

4:37:39

engagement, like these Facebook pages

4:37:41

with the engagement campaign I'm about

4:37:42

to show you, like you will get so much

4:37:44

better results because Facebook will

4:37:45

push out your stuff, you'll get lower

4:37:46

CPMs and you'll ultimately just get

4:37:48

better results. So, what I would

4:37:49

recommend you do is run an engagement

4:37:51

campaign that looks just like this.

4:37:54

Okay, this looks crazy. So before you,

4:37:56

you know, um, call me insane, this works

4:38:00

extremely well. And let me break down

4:38:01

the campaign and show you how I built

4:38:02

it. Okay, so this right here is the

4:38:04

engagement campaign that I made. Now,

4:38:06

the when you create it, it is an

4:38:08

engagement campaign. All right, it's not

4:38:10

leads. It's not audience or awareness or

4:38:12

whatever it is. It's engagement. And I

4:38:14

have it set to auction engagement. Okay.

4:38:17

Adset budget. Super simple. And I have

4:38:18

each adset running at what? $5 a day.

4:38:21

Yes. I have the conversion location set

4:38:23

to Instagram or Facebook. maximize

4:38:25

number of page likes as well as the

4:38:27

Facebook page that we're trying to

4:38:28

boost. Okay, $ five dollars a day. And I

4:38:31

personally have it set to US and Canada,

4:38:33

but if you want even more followers,

4:38:36

like a ridiculous amount, you could do a

4:38:38

place like Colombia, you could do um

4:38:42

Pakistan even. You could do any other as

4:38:45

well. Um I don't really know whether or

4:38:48

not Facebook targets the ads um

4:38:51

differently if you have a different

4:38:52

follower base. I'm pretty sure it

4:38:54

doesn't. So, um, but just in case, I did

4:38:56

Canada and US, which I still got fine

4:38:58

results, good enough results. So, it's

4:39:00

up to you which one you use. 29 to 64.

4:39:02

So, in our age demographic of like who

4:39:04

we're trying to reach for contractors as

4:39:05

well as our clients, you know, that work

4:39:08

with the contractors or whatever niche

4:39:10

we're with, that is the ad setup. So,

4:39:12

super basic. And then the ad is

4:39:14

literally just the Facebook page once

4:39:16

again, picture of a dog saying, "My name

4:39:18

is dog. Follow to watch me grow up." And

4:39:20

it's literally just a picture of it

4:39:22

running, which I made in Hicksfield. So

4:39:24

that's it. And then the other one is a

4:39:26

different one. My name is Biscuit.

4:39:28

They're both getting around the same

4:39:29

results. Biscuit's doing a little bit

4:39:31

better. So good on him. But um I have

4:39:33

this one on my personal page. And then

4:39:34

this one on my, you know, B TOC page or

4:39:37

business to customer page, and this

4:39:38

one's on my B2B page or my business to

4:39:40

business page. So that's a simple

4:39:42

engagement campaign. $5 a day in each ad

4:39:44

set. And that right there will get you

4:39:45

hundreds of followers. And if you want

4:39:47

even more followers, you can do Pakistan

4:39:48

or, you know, Colombia or a different

4:39:50

area, South America, and you will get

4:39:52

way more followers for much less because

4:39:54

people in the US, you know, people in

4:39:58

other countries will just bam this. So

4:40:00

yeah, that right there is the engagement

4:40:02

campaign. That is everything you need to

4:40:03

know about setting up your Facebook page

4:40:05

um and getting your account warm. Keep

4:40:07

in mind that like this stuff is not that

4:40:09

important like about like you know

4:40:11

what's in your bio and how much you post

4:40:13

and all this stuff. At the end of the

4:40:14

day, the ads are going to do the most

4:40:16

needlemoving work, right? That's where

4:40:17

all the leverage is. But getting this

4:40:19

stuff set up on the back end can

4:40:20

definitely help lower your CPMs and get

4:40:22

you better cost, better results for your

4:40:24

ads in general. So, it's definitely

4:40:25

worth doing. So, I hope you enjoy this

4:40:27

video and I will see you in the next

4:40:28

one. Hey everyone, it's Owen Rensland

4:40:29

and welcome to crafting a winning offer.

4:40:32

Now, this video is going to be extremely

4:40:34

valuable, so don't miss it. We're going

4:40:35

to go into a lot of detail about create

4:40:37

crafting a winning offer. If you already

4:40:39

have an offer, please still watch this

4:40:40

because we go over the unit economics of

4:40:42

like how to basically run your shown

4:40:45

model, whether you're doing paper lead,

4:40:46

paper shown, paper qualified, whatever

4:40:48

it is, right? We go through all the unit

4:40:50

economics to make sure that like it's

4:40:51

profitable on both ends and you are

4:40:53

where you should be. And also just

4:40:55

strengthening your offer in general,

4:40:56

building one at the end. We'll often

4:40:57

we'll even have you create an offer

4:40:59

today if you don't already have one, as

4:41:01

well as wording and just a bunch of

4:41:02

really valuable things that you need to

4:41:05

know if you want to win in this game.

4:41:07

Now, an offer is the clear value you

4:41:09

promise to deliver a client in exchange

4:41:11

for money. Your offer by far, and this

4:41:14

is 100% true, is the single highest

4:41:17

leverage possible thing in your entire

4:41:18

business. Okay? Not your ads, not your

4:41:20

funnel, not literally anything else. If

4:41:22

you're struggling to land clients after

4:41:24

tons and tons of sales calls, nine times

4:41:26

out of 10, it's not your sales ability.

4:41:28

It's a weak offer. And no amount of

4:41:30

sales training will fix that. Every

4:41:32

offer lives between two points, right?

4:41:33

Where your prospect is now and where

4:41:35

they want to be. and the offer is the

4:41:36

bridge across for them. So, this is a

4:41:38

nice visual to represent that every

4:41:40

client that comes with that comes

4:41:41

through and books a sales call with you

4:41:43

is in a current state at the moment,

4:41:44

right? So, let's say that's a roofer

4:41:46

doing 30K a month, living on referrals

4:41:47

and door knockocking, worrying about

4:41:48

every slow week, and is ultimately only

4:41:50

doing word of mouth. Now, your offer

4:41:53

right there is what takes their current

4:41:55

state to the desired state, or at least

4:41:57

that's how you need to position it. The

4:41:58

desired state might be they're booked

4:42:00

out. They have crews running full,

4:42:01

predictable jobs every single week. And

4:42:03

your job is to make that bridge look so

4:42:05

safe that crossing it feels like the

4:42:07

only possible option that they can do.

4:42:09

That is what a good offer does. So it's

4:42:12

a little bit better than just like a,

4:42:13

you know, a promise to deliver a client

4:42:15

value. It's quite literally you can

4:42:18

literally transform someone's life with

4:42:19

the right offer. So the value equation

4:42:22

right here, and we did already cover

4:42:23

this, so I'm not going to go over it,

4:42:24

but this is what makes up value. And

4:42:27

here's a little recap and a reminder as

4:42:28

to what that is. Now, offer power. So,

4:42:32

to demonstrate the power of an offer, I

4:42:33

want to go through the three main

4:42:34

aspects of success when it comes to

4:42:36

business in general. Now, it goes

4:42:38

market, offer strength, and persuasion.

4:42:40

Okay, so here's how this works. At any

4:42:44

point, eventually, if you're having a

4:42:45

hard time getting sales after tons and

4:42:47

tons of calls, there's a chance it isn't

4:42:48

because of your sales abilities. Maybe

4:42:50

you're good enough at sales. It could be

4:42:52

the strength of your offer. And if it's

4:42:54

not that, then it's because you're in an

4:42:56

unviable market. So that's how you kind

4:42:58

of want to think about this

4:42:59

chronologically,

4:43:01

right? You basically exist, you're

4:43:03

selling inside and you're you're

4:43:05

basically selling an offer and that

4:43:06

offer exists within the market because

4:43:08

the offer is basically like what you how

4:43:10

you position because your offer is

4:43:14

basically how you portray whatever you

4:43:16

do, right? It's how you convey your

4:43:18

value. And um don't be mistaken, right?

4:43:20

nine out of ten times like the problem

4:43:22

as to why you're not growing in the way

4:43:24

you want to is very rarely because of

4:43:25

the market. Okay? Unless you're in like

4:43:27

some dying industry like the newspaper

4:43:29

industry or some you know market that's

4:43:32

literally dying, it really doesn't

4:43:34

matter. Most of us are in a normal

4:43:35

market. Like home improvement is a

4:43:36

normal market. It's completely fine. Um

4:43:38

but this is the power of your offer,

4:43:40

right? And I want to go ahead and

4:43:41

explain some situational examples so you

4:43:43

can get an idea about like how this

4:43:44

works chronologically here. Now let's

4:43:47

say for example you have a normal

4:43:48

market, right? you're in home

4:43:49

improvement and you have a normal offer.

4:43:51

To become successful with whatever

4:43:54

business that is, you need to be very

4:43:56

good and exceptionally good at sales to

4:43:58

make up for the fact that you're in a

4:43:59

normal market and have a normal offer,

4:44:01

right? So, that is the only way to

4:44:03

succeed in this situation, right? And

4:44:05

this is unfortunately the bucket that

4:44:07

most agency owners I see are stuck in,

4:44:09

right? They have a basic commoditized

4:44:10

offer because they're copying everyone

4:44:12

else and they're working in a normal

4:44:13

market, whether that's home improvement

4:44:14

or real estate or whatever that is. And

4:44:16

the problem here is that like it they

4:44:18

have to become very good at sales. You

4:44:20

have to be very good at appointment

4:44:21

booking and very good at just like high

4:44:23

ticket sales to make that work. Yes, you

4:44:25

can make that work, but most people are

4:44:27

not willing to go what it takes to

4:44:28

become good at sales in this way to make

4:44:31

up for these two things that are just

4:44:32

normal. Now, conversely, let's say

4:44:34

you're in a great market. Here's another

4:44:36

situation. Let's say you are in a great

4:44:38

market, but have a bad offer and bad

4:44:40

sales. You could still succeed, but it's

4:44:41

very rare to have a great market. Now, a

4:44:44

really good example of this is let's say

4:44:45

you are a fried chicken shop that is

4:44:47

open till 4:00 a.m. right outside of a

4:44:49

college bar. Now, no matter what you do,

4:44:52

as long as the lights are on, you are

4:44:53

going to sell out. Okay? Doesn't matter

4:44:55

if you have bad sales, bad persuasion,

4:44:57

you're not even like you have barely

4:44:58

good chicken. Um you have a bad offer

4:45:00

and your chicken's super expensive,

4:45:02

whatever it is, it's like it doesn't

4:45:03

matter because you're in such a good

4:45:04

market that you're going to succeed no

4:45:05

matter what. Right? Now, here's another

4:45:08

example. Normal market plus good offer

4:45:11

plus bad sales equals success. So,

4:45:14

chances are when you start out, your

4:45:16

skills aren't going to be incredibly

4:45:17

developed yet when it comes to sales.

4:45:19

Now, that's completely fine, completely

4:45:21

normal, and most of us are in an old

4:45:22

market, right? So, all you need to do to

4:45:26

succeed and sign a bunch of clients is

4:45:27

to just have a good offer, right? Now,

4:45:31

that's what we could do. And so, here's

4:45:32

what we can do to actually apply this

4:45:34

knowledge to our situation. Now, we're

4:45:36

currently working in a normal market,

4:45:38

right? If you're in home improvement,

4:45:39

then you are in a normal market. But if

4:45:42

you work in a small micro niche, so I'm

4:45:45

talking like some small subset of home

4:45:47

improvement. So not roofing or not

4:45:49

roofing or remodeling or some big thing

4:45:51

in home improvement or home building. I

4:45:53

mean like some small thing like

4:45:55

driveways or artificial turf or security

4:45:58

systems or these really small

4:45:59

microniches

4:46:01

that can give us some similar results as

4:46:03

working in a great market because

4:46:05

there's such there's not very many

4:46:07

competitors in these tiny little

4:46:08

microniches. So because of that, we

4:46:11

could succeed much much sooner and much

4:46:13

faster. In addition to that, we could

4:46:15

have a good offer, you know, with that's

4:46:17

the point of this video and get better

4:46:19

and better at sales and we will

4:46:22

experience incredible results. I mean,

4:46:23

unfathomable results. You will get so

4:46:25

many clients. You will make so much

4:46:26

money and that is exactly the point of

4:46:28

this video. So, let me go ahead and

4:46:30

break down the components of what an

4:46:31

offer actually consists of. Now, here's

4:46:34

an example of a really strong offer. Pay

4:46:36

us for every single shown appointment.

4:46:38

No retainers or anything else, just

4:46:40

cover ad spend. I'll generate your leads

4:46:42

and call them for you, and you only pay

4:46:43

me if they actually show up. I'll

4:46:45

guarantee you six jobs in the first

4:46:47

month, or you get the next month free.

4:46:49

Now, this offer is extremely valuable,

4:46:54

but what is it actually composed of?

4:46:59

So, a winning offer is composed of six

4:47:01

things. A dream outcome, time frame,

4:47:03

method, safety net, pricing, and

4:47:04

qualification.

4:47:06

This is what strips back like if we go

4:47:08

back to the fundamentals of like what an

4:47:10

offer is. This is what it is. There is a

4:47:12

desired situation of the market or which

4:47:14

is similar to the desired state. Same

4:47:16

thing. And that could be six roofing

4:47:18

jobs in this case, right? Or 20k in new

4:47:21

monthly revenue, appointments, get a

4:47:23

girlfriend, lose 20 pounds, whatever it

4:47:24

is, right? That's the dream outcome.

4:47:25

That is the desired state. The time

4:47:28

frame. Now, I don't think I have a time

4:47:29

frame in here necessarily, but a time

4:47:31

frame is also common in most offers. you

4:47:34

know, we'll get you 20 clients in 30

4:47:35

days, you know, whatever it is, right?

4:47:37

Method is special methods in order to

4:47:39

get the desired situation to kind of

4:47:40

fill the gaps. So whether you're

4:47:42

generating leads and calling them using

4:47:43

our in-house sales reps or secrets

4:47:45

basically that are unique to get people

4:47:47

the results that they want. Okay, so

4:47:49

that is what a you know the methods are

4:47:52

inside of here. So right here, I'll

4:47:53

generate your leads and call them for

4:47:55

you. Now, this could be stronger and say

4:47:57

like I'll generate you appointments and

4:47:59

confirm them for you or whatever it is.

4:48:00

you know, if the further you go down the

4:48:02

rabbit hole of doing leads versus

4:48:03

appointments versus jobs. These guys

4:48:05

want appointments and jobs. They don't

4:48:06

care as much about leads. So, you want

4:48:07

to mention that more. But anyways,

4:48:09

safety net. We have some form of risk

4:48:11

reversal here whereby you only pay me if

4:48:13

they actually show and I'll guarantee

4:48:15

you six jobs in the month or you, you

4:48:16

know, in the first month you get your

4:48:17

next month free. Guarantees have their

4:48:20

place in a strong offer. I won't lie,

4:48:22

but sometimes when you have a pay per

4:48:24

result offer that's like this, you know,

4:48:26

you're charging per appointment or

4:48:27

whatever, per shown appointment, having

4:48:30

a guarantee almost seems a little bit

4:48:32

too much that it shows that you're not

4:48:34

even confident in your services. That's

4:48:36

how I see it sometimes. So, just be

4:48:37

mindful of that. But safety nets could

4:48:39

be guarantees doing paper results, you

4:48:41

know, paper lead, paper shown, etc. And

4:48:45

that is the safety net. Paper shown

4:48:49

appointment. Now pricing. Now pricing is

4:48:52

a part of an offer. We typically don't

4:48:54

have it up here you know in your typical

4:48:56

offer because you usually you know you

4:48:57

drop the price at the end whatever it

4:48:58

is. But um it also is the pricing

4:49:01

method. So whether it's performance

4:49:02

based commission based on one-time fees

4:49:04

or retainers these are the four. Now

4:49:06

what we are going to be doing is

4:49:08

performance-based because in the

4:49:10

beginning you don't want to be charging

4:49:11

a ton of a ton of onetime fees and

4:49:13

payment pay in fulls or piffs to people

4:49:15

when you don't have as much experience

4:49:17

as you should have. Now, if you have

4:49:18

tons of experience, then by all means,

4:49:21

charge pips, but we are not going to be

4:49:22

doing that. We are going to be building

4:49:23

out a performance-based offer, which is

4:49:25

better for beginners, which is better

4:49:27

for LTV and also beginners

4:49:29

qualification. So, this is also just

4:49:30

removing people that aren't a good fit.

4:49:32

Now, there isn't everything in here

4:49:34

looks like to this is like the best

4:49:36

offer ever, but um whether it's for

4:49:39

agency owners or established companies

4:49:40

only only or roofers doing 500k a year,

4:49:43

whatever it is. Now, I want you to read

4:49:45

through these offer examples. Now, this

4:49:47

is something that I really recommend you

4:49:49

do, okay? I would recommend just pausing

4:49:50

this video, opening up the document

4:49:52

under the description of this video, and

4:49:55

just reading through each and every one

4:49:57

of these offers, okay? Because these are

4:50:00

all offers that are working very well

4:50:02

for people in the program or I've used

4:50:05

them in the past or they're just

4:50:06

extremely proven and strong offers. Now,

4:50:10

I'm going to leave these here because

4:50:11

this is really good inspiration that

4:50:12

you'll use to make your offer at the end

4:50:14

of this video. But, uh, yeah, go ahead,

4:50:16

pause and read through these just so you

4:50:17

could truly understand what we do and

4:50:19

how we position our offer. Now, the

4:50:22

apprentice trap. So, before we talk

4:50:24

about the price and setting up, you

4:50:26

know, how much you should charge and all

4:50:27

this stuff, let me just go through a

4:50:28

very common mistake that I feel like

4:50:30

every beginner makes, and I was one of

4:50:33

them. Starting with a huge upfront fee

4:50:35

because it sounds good. Now, picture a

4:50:38

roofing crew that just hired a brand new

4:50:40

apprentice. It's their first day on the

4:50:42

job. And now, the owner of the business

4:50:45

hands the key, the kid the keys to a

4:50:47

$40,000 commission re- roof solo,

4:50:50

saying, "Good luck. You got this. Go do

4:50:52

this $40,000 re- roof." Now, that

4:50:55

company is charging that client a

4:50:57

premium for it. And unfortunately, the

4:50:59

kid seems to mess it up, right? It leaks

4:51:01

in the first storm, and the client just

4:51:03

demands a refund, which is expected. Now

4:51:05

the company eats the loss, loses the

4:51:07

money and the apprentice is done before

4:51:09

he even got a chance to start. That is

4:51:12

exactly what happens when a beginner

4:51:13

charges four to 5k upfront. Okay? And

4:51:16

you are the beginner in this situation

4:51:17

taking the premium job on day one. So

4:51:20

here's what will happen if you charge

4:51:21

too much money up front. One, you will

4:51:23

get refunds. You'll charge 4K. You'll

4:51:26

mess up one onboarding step because you

4:51:27

don't have enough experience. And then

4:51:29

the client thinks you have no

4:51:30

experience. First impression completely

4:51:32

gone. and you'll get a charge back

4:51:33

before you've literally had any time to

4:51:35

run any ads at all. Two, you will get

4:51:38

caught in a huge lie to justify a big

4:51:40

number with no track record charging

4:51:41

that much money up front. You will

4:51:42

inflate it with crazy fake case studies,

4:51:44

borrowed proof, promises you can't keep.

4:51:46

It works for a month. It does, but it

4:51:48

doesn't end well. Now, this is the

4:51:50

importance of paper results. We can use

4:51:53

borrowed proof. It's fine because you do

4:51:55

it through me and you learn from me and

4:51:57

I have proof. But

4:52:00

it's one thing to use borrowed proof to

4:52:02

have a pay-per- offer. It's another

4:52:04

thing to use borrowed proof to charge 5K

4:52:06

upfront saying, "We did all this. We can

4:52:08

do this for you, too. We're charging 5K

4:52:09

now." No skin in the game. Their cash

4:52:12

and is in your account, right? You're

4:52:14

going to be getting paid from them and

4:52:16

the c the cash is now already in your

4:52:17

account. You have all the money. So, you

4:52:19

usually don't have that strong of a

4:52:21

desire or at least, you know, you don't

4:52:23

have enough pressure to deliver and

4:52:25

because of that, the results will

4:52:26

suffer. won't feel like, "Oh my god, I

4:52:28

need to figure this out as soon as

4:52:29

humanly possible." Because you already

4:52:30

have their money, right? And results

4:52:32

will suffer because of that. Charging a

4:52:34

lot of money is not smart as a beginner.

4:52:36

It's a move that you can justify, right,

4:52:38

after you get a ton of real results and

4:52:40

you have a bunch of proof. But for now,

4:52:42

I wouldn't worry about it. And I'll show

4:52:44

you how to build your offer today. So,

4:52:46

skin of the game. Now, if you're not

4:52:48

doing a big upfront fee, what what are

4:52:51

you doing? Well, when you're starting

4:52:53

out, you are not in your earning season

4:52:55

yet. You are in your learning season. In

4:52:57

fact, I should probably emphasize that

4:52:59

because that's a very important thing to

4:53:01

realize. You are in your learning

4:53:04

season. Okay? Everyone has different

4:53:06

seasons in life. And right now in

4:53:09

entrepreneurship, you are in your

4:53:10

learning season, not your earning. You

4:53:12

did join this program to learn how to

4:53:14

earn. But after all, you are learning.

4:53:18

So, it is going to take time. Learning

4:53:19

skills does take time and experience.

4:53:21

And your offer in this phase should line

4:53:23

up with those incentives. So you only

4:53:25

win with a when a client wins, right? So

4:53:28

that is why we're doing pay per results

4:53:30

or pay, you know, performance-based

4:53:32

pricing. So you only pay when it works.

4:53:34

One kills their biggest fear and their

4:53:36

perceived likelihood shoots up. So it's,

4:53:37

you know, perceived as more valuable.

4:53:39

Two, if you do pay results, it forces

4:53:41

you to learn as fast as possible because

4:53:43

your pay is tied to a result, right? You

4:53:46

have to find a way. Three, the

4:53:48

authenticity closes. This is something

4:53:49

that I do a lot. My sales style is

4:53:51

pretty authentic and pretty natural and

4:53:53

pretty like rapport heavy. But I will

4:53:55

say if you do a paper as all offer

4:53:58

that's very, you know, a very strong and

4:54:00

well-built offer as we will make in this

4:54:02

video, you don't need to fake being a

4:54:03

giant agency, okay? You're just a smart

4:54:06

solo business owner that's confident

4:54:07

enough to bet on yourself, right? And

4:54:08

that honesty works on sales calls like

4:54:11

very well. I would however recommend

4:54:13

having a small setup fee. Have it be

4:54:15

anywhere from low hundreds to, you know,

4:54:17

about $1,500.

4:54:18

It gets rid of tire kickers because a

4:54:21

lot of the companies that won't pay

4:54:22

anything up front are just probably

4:54:23

going to be tire kickers. And also, it

4:54:25

gets the client invested enough to

4:54:27

actually take you seriously, which is

4:54:28

honestly a big thing. And also, it gets

4:54:32

them to, you know, follow up with leads

4:54:34

and actually put work in because they're

4:54:36

committed to you and they've shown that

4:54:38

by paying. And also, it lets you

4:54:40

practice selling without a crazy, you

4:54:41

know, scary price tag. I know as a

4:54:43

beginner or someone that hasn't made a

4:54:44

ton of money online, not sure your

4:54:46

background, whatever it is. Um, charging

4:54:48

5K in a call just out of the gate is

4:54:50

crazy when you have no experience. I

4:54:52

mean, some people can make it work if

4:54:54

they can, you know, force themselves to

4:54:56

believe a different thing that they can,

4:54:57

you know, not scam them and not

4:54:59

ultimately fail. But, um,

4:55:02

[clears throat]

4:55:03

charging a lower amount up front from a

4:55:04

couple hundred bucks to about 1,500 is

4:55:06

just enough to get a commitment and to

4:55:08

get their card on file as well for the

4:55:10

paper offer and also to get enough

4:55:12

commitment where they take you

4:55:13

seriously. And you know, if it's free,

4:55:15

they won't take you seriously and

4:55:16

they'll ghost you. That's happened to me

4:55:18

literally like five times when I

4:55:19

started. So the performance ladder,

4:55:23

these are the different options for

4:55:25

charging a performance basis for this

4:55:27

model. Now there's pay per lead, pay per

4:55:29

qualified lead, pay appointment, pay

4:55:31

shown appointment, and pay close deal.

4:55:33

Payer lead is pretty simple, right? But

4:55:35

a lead just comes in and you charge for

4:55:36

it. Now, the problem is is it's not

4:55:39

perceived as that valuable of a service

4:55:41

because they get every single tire

4:55:42

kicker and obviously the tire kickers

4:55:44

are probably going to outweigh the

4:55:46

qualified leads, at least in their eyes.

4:55:48

So, it's not great for retention or

4:55:50

keeping clients for a long time.

4:55:52

Paperqualified lead only leads that fit

4:55:54

the budget, location, and readiness.

4:55:56

This is just fine, right? It's not that

4:55:58

bad. But the difference between a

4:55:59

qualified lead and a, you know,

4:56:00

appointment or shown appointment is not

4:56:02

that much. So, you might as well just go

4:56:03

up one. Payer appointment is when a

4:56:05

meeting lands on the calendar, you

4:56:06

charge for it. Now, paper shown an

4:56:09

appointment is they only pay when a

4:56:10

prospect actually shows up. This, in my

4:56:13

opinion, is the sweet spot when it comes

4:56:15

to all five of these. Okay, the fifth

4:56:17

one, paper close deal, is maximum

4:56:19

alignment. Okay, you only eat and make

4:56:20

money when they make money. Sometimes I

4:56:23

recommend doing this depending on your

4:56:25

service and how good it is and the

4:56:26

market size and market area, but I've

4:56:29

done every single one of these. Okay,

4:56:30

I've got clients on paper lead. I've got

4:56:31

clients on paper appointment. I've never

4:56:32

done paper qualified lead paper shown

4:56:34

appointment I have and then I have paper

4:56:35

closed deals I've done just about

4:56:37

everything other than number two and I

4:56:39

do have really you know a lot of

4:56:41

experience with paper close as well and

4:56:42

it's like if you want to make the most

4:56:44

money and have the most accountability

4:56:46

from your clients then payer shown

4:56:47

appointment is the best way to do that.

4:56:49

Now what if they lie? Well you charge

4:56:52

for every single appointment that comes

4:56:53

through on the calendar as you would

4:56:54

with paper paper appointment. Then the

4:56:57

only difference between payer

4:56:58

appointment and paper showed appointment

4:56:59

is, you know, maybe 15% of them don't

4:57:01

show up. And for those ones, you just

4:57:03

credit on future appointments and don't

4:57:05

charge for those basically when they

4:57:07

don't show. And you can get them to give

4:57:10

you that information if you

4:57:11

automatically send them a form after

4:57:13

each appointment on what happened there.

4:57:15

And you can prevent them from lying on

4:57:16

that form by having it in the agreement

4:57:18

where if they do, then it's a $900

4:57:20

charge. And you can see it on go high

4:57:21

level um in the conversation section to

4:57:23

check. So, paper shown an appointment,

4:57:26

do it. It's the best out of all of

4:57:28

these, 100%. And as you make more money,

4:57:31

you increase that upfront fee and

4:57:32

ultimately you could go into just

4:57:34

charging pay in fulls or you charge, you

4:57:36

know, couple thousand bucks for a couple

4:57:38

months, right? Whatever it is, once you

4:57:40

have enough proof and enough experience,

4:57:42

experience is the biggest thing, the

4:57:44

pricing math. So, in this section, I'm

4:57:47

going to go ahead and help you price

4:57:48

your services and your offer based on

4:57:50

your niche and the client's ROI or

4:57:53

return on investment. We're going to

4:57:55

cover whether or not you should cover ad

4:57:56

spend and how to price either situation.

4:57:59

Now, let's just put a number on it,

4:58:00

okay? We're going to reverse engineer

4:58:02

from a CL client's ROI. The floor is

4:58:05

your client making at least a 5x return

4:58:08

on every dollar they spend on this. And

4:58:10

by by meaning like spend on this, I mean

4:58:12

spending on whether it's ads or you or

4:58:14

the service in general, right? On the

4:58:16

agency, if they are not making at least

4:58:18

a 5x return on every dollar that they

4:58:20

spend, then it's going to be very hard

4:58:22

to keep them. If it's above 5x, they

4:58:24

stay happy. If it's below 5x, they

4:58:26

cancel. By the way, here is a quick

4:58:28

breakdown of what that looks like in

4:58:29

practice. Now, the meh zone 0 to 5x.

4:58:33

Basically, they will be leaving you.

4:58:36

They will be, you know, one bad week

4:58:38

away from cancelling, a couple bad leads

4:58:40

away from cancelling, and definitely not

4:58:41

going to leave a review. The solid zone

4:58:43

is 5 to 10x, right? This is completely

4:58:46

fine and solid. They're happy. You can

4:58:48

ask for a testimonial. you can get one

4:58:50

and you know they stick around and will

4:58:52

always pay on time 10x.

4:58:55

This is nuts. This is so far ahead of

4:58:58

your service and the market that like

4:59:01

they will ask you to take a ref review.

4:59:04

You will get so many referrals and they

4:59:07

will completely do the marketing for

4:59:08

you. Like you don't even have to worry

4:59:09

about it. We want to aim for somewhere

4:59:11

in the solid zone and at least five.

4:59:13

Five is like a good benchmark. If you

4:59:15

can get 5x return on their ROI on how

4:59:18

much money they spend with you, like

4:59:19

that's great. Now, step one to figure

4:59:22

out how much you should charge, you need

4:59:24

to figure out the average revenue per

4:59:26

closed job. So, if this is, you know,

4:59:28

pool installation or artificial turf or

4:59:30

painting or whatever it is, I would

4:59:32

recommend going to Claude or Google

4:59:34

basically and figuring out what an

4:59:36

average sized job is that you're going

4:59:39

to be getting them. So obviously there's

4:59:41

different types of jobs that you can be

4:59:43

getting them, but this is where it comes

4:59:45

from market research and understanding

4:59:46

your market and just knowing like for

4:59:48

example uh for roofing contractors, a

4:59:50

lot of them do siding and roofing, but

4:59:51

roofing is the higher ticket choice and

4:59:53

there's more people that need roofs. So

4:59:54

roofing is the optional like roofing is

4:59:57

the optimal choice you know in decking

4:59:59

there's patios, there's decks and

5:00:01

there's you know maybe some outdoor

5:00:02

furniture, whatever it is, right? It's

5:00:04

like it's very important you understand

5:00:05

your market and talk to them enough and

5:00:07

see what kind of jobs they actually want

5:00:09

and that they're more profitable off.

5:00:10

And if you don't know that, you can

5:00:11

always reach out directly to your market

5:00:13

by calling people and asking like, "Hey,

5:00:15

what's going on? Uh, my name is Owen.

5:00:17

I'm doing a school project." And just

5:00:18

learning, doing some more research about

5:00:20

your guys's business. I was just curious

5:00:22

like if you were to get any type of job

5:00:24

right now, like what would it be and

5:00:25

what jobs are you more profitable off

5:00:26

of? That is how you would find out. So,

5:00:29

next, you want to figure out the profit

5:00:30

per closed job. And yes, I have some

5:00:32

data down here about like the average

5:00:34

profit um that you can experience from

5:00:38

most of your clients. And if not, you

5:00:39

can just look it up, right? You can look

5:00:40

up the average profit for a roofer.

5:00:42

It'll be pretty simple, pretty simple on

5:00:44

Google. So, on average, a roofer makes

5:00:47

around four 5K to 6K per close. Now, if

5:00:52

we divide that profit by five, which the

5:00:55

reason why is because we're looking for

5:00:58

a 5x return minimum,

5:01:01

this number is how much they can justify

5:01:04

spending to get a roofing job and be

5:01:07

completely profitable and happy with a

5:01:09

5x return.

5:01:11

Understand that this number will, you

5:01:14

know, we will get them good results. We

5:01:17

could give them way more than a 5x, you

5:01:18

know, 5, 7x, 8x, whatever it is. But

5:01:21

this is the floor. This is the most that

5:01:24

a client can spend with you for a closed

5:01:27

deal. And this right here, this money

5:01:31

that they can spend will go to either

5:01:33

you or the ads. Basically, this is your

5:01:36

agency fee, whatever you charge and

5:01:38

their ad spend. So, this is your room

5:01:40

for margin. This is where you can get

5:01:41

money and get paid for every single job

5:01:43

you get them. Now, if you go ahead and

5:01:45

subtract your ad costs, so the reason

5:01:48

why I know this is, by the way, like if

5:01:49

you go to step eight, you can basically

5:01:51

learn how to figure out, you know, how

5:01:53

much it costs on average for your niche

5:01:56

to get a job. For my niche, for roofing

5:01:59

on average, it's about 500ish bucks per

5:02:01

closed deal. Um, that is roughly like

5:02:04

500 to 650. That's roughly how much it

5:02:06

costs an ad spend for a roofer to get a

5:02:08

closed deal. Sometimes it's more

5:02:09

depending on the market. Sometimes it's

5:02:10

less. And yes, this does have to do with

5:02:12

how much it's worth and everything like

5:02:14

that, but if you take how much they can

5:02:17

justify paying minus how much it costs

5:02:19

on the ad side of things, then that's

5:02:22

$480, which rounds to around 490. And

5:02:25

that's the max that you can charge as an

5:02:28

agency fee to get them at least a 5x

5:02:29

ROI. So, I'm hoping you understand how

5:02:31

I'm doing this math, right? Basically,

5:02:34

we're figuring out how much profit they

5:02:36

get from a job from each job. Figuring

5:02:39

out what they can spend to get a 5x

5:02:42

return on their investment and then

5:02:43

subtracting the ad cost of what it costs

5:02:45

to get that job, which by the way, this

5:02:48

number you will learn with time, right?

5:02:51

But step eight goes over how to

5:02:53

calculate it. And then like this is how

5:02:55

much you're paying Meta to get a roofing

5:02:57

job, right? And then you are seeing how

5:02:59

much money is in there for you. money

5:03:02

that's that you're going to make

5:03:04

essentially. So, if we break this down

5:03:05

in this, you know, conversion to deal

5:03:07

percentage in this billing chart, per

5:03:09

closed deal is $490. That's if you

5:03:12

charge payer close, then you will charge

5:03:14

around $500 per close. If you do pay per

5:03:16

shown appointment, you will charge

5:03:17

around $147. If you do pay per

5:03:19

appointment, you will do $88.

5:03:22

Perqualified lead 58. Pay per lead 14.

5:03:25

But keep in mind, this is just the money

5:03:28

that goes to you because we already

5:03:29

subtracted the ad spend. So basically,

5:03:34

this is how much money that you will be

5:03:36

making when they close a deal depending

5:03:38

on your niche, not including ad spend.

5:03:42

So if that doesn't make sense, just keep

5:03:44

watching and it will. So should the

5:03:46

client pay ad spend separately or do you

5:03:48

include it into your fee? So I'm going

5:03:50

to show you two different charts here

5:03:52

and this is my setup. So this is a real

5:03:55

roofing client that I have and the

5:03:56

metrics from them. Right now, I'm

5:03:58

spending $1,800 a month on their ads.

5:04:01

And I won't lie, they are spending that

5:04:02

money. I am not spending that ad spend.

5:04:04

They are $60 a day. The cost per lead is

5:04:06

around $60, which believe it or not,

5:04:08

it's actually around 40. Um, so it's

5:04:10

even better than this. Cost per

5:04:11

appointment is around 90. It's actually

5:04:13

around 80. So, it's a little bit better.

5:04:15

So, these metrics are a little bit, you

5:04:17

know, pessimistic. The show rates around

5:04:19

60%. So, basically, we get them 12 shown

5:04:22

appointments a month for $1,800.

5:04:24

Um, and the close rate from those shown

5:04:27

appointments is 30% on average for most

5:04:29

home improvement businesses. That's

5:04:30

usually the average close rate. They'll

5:04:31

close every one in three shown

5:04:33

appointments. So, basically, we're

5:04:35

spending $1,800 a month to get them four

5:04:37

jobs per month at an average re- roof of

5:04:40

14K with a 35% margin. Obviously, they

5:04:43

get 4.9K profit per close. We already

5:04:45

explained that. So, and we mentioned

5:04:48

that it's 490 per closed deal or 147 per

5:04:52

show and appointment here. So, across

5:04:54

four closes, this system, and I guess I

5:04:58

could say that, but like that that

5:04:59

campaign makes the roofer

5:05:03

$19,600

5:05:05

in monthly profit. So, here is the

5:05:08

actual difference, okay, versus whether

5:05:11

or not you pay ad spend or your client

5:05:12

pays ad spend.

5:05:14

I know this math is a little bit

5:05:16

complicated and you can rewatch this if

5:05:18

you need to, but basically all we did is

5:05:20

just calculate roughly how much we can

5:05:22

charge them for them to get a 5x return

5:05:24

and how much that they have to pay meta

5:05:26

and how much they can justify paying to

5:05:28

actually get a job and get a decent

5:05:30

return. So if the client pays ad spend

5:05:34

the pon fee is 147 like we mentioned,

5:05:36

right? And we're doing pay per shown

5:05:37

appointment. That's the best. And their

5:05:39

ad budget is 1,800 bucks which is on

5:05:41

their card. They're paying for it. So,

5:05:42

every single month, your client's going

5:05:44

to be paying around 3.6K a month. And

5:05:46

the monthly profit from that will be

5:05:48

roughly 20K. Now, keep in mind that

5:05:50

roofing does have a so slow sales cycle.

5:05:52

They won't get paid this much every

5:05:55

month directly. It'll be like a couple

5:05:56

months from them. So, you need to make

5:05:58

sure you're working with bigger

5:05:58

companies that can handle that initial

5:06:00

bite. Now, the ROI is 5.5x, which is in,

5:06:04

you know, within the helpy the the solid

5:06:06

zone as I call it. And your revenue from

5:06:08

that is 1764. And that's your net

5:06:11

because you have zero ad spend. They're

5:06:12

paying the ad spend. Okay. So, you're

5:06:14

gonna make roughly 2K a month if these

5:06:17

metrics hold true, which I'm not even

5:06:18

going to lie, the metrics are probably

5:06:21

better than that. Much better than that

5:06:23

because I'm getting a lower cost per

5:06:24

lead. I'm getting a lower cost per

5:06:26

appointment for my clients. Um, and

5:06:29

ultimately the show rates higher as

5:06:30

well. It's like 80%. So, that right

5:06:33

there is probably about 20 showing

5:06:34

appointments a month. And so, I'm

5:06:36

getting petting around 2.5ishk. So

5:06:38

anywhere between like 1,500 to 3K a

5:06:39

month per client basically. So this is

5:06:42

just an example to help you understand

5:06:43

the math. Now that's if your client pays

5:06:46

ad spend. If you pay ad spend then the

5:06:49

per shown fee, so how much you could

5:06:51

charge per shown. This is basically

5:06:52

doing done the math as like the ads are

5:06:54

included here in the fee. It's 297 per

5:06:57

shown appointment. Zero ads budget

5:06:59

because obviously you pay it yourself.

5:07:01

And so your client still pays the same

5:07:03

amount on a month-to-month basis. same,

5:07:06

you know, same results, same profit,

5:07:08

same revenue, except now you have double

5:07:11

the revenue and double the and like more

5:07:13

ad cost basically. So, you're paying

5:07:14

this ad spend and you're making more

5:07:16

revenue, but you end up with the same

5:07:18

net profit. [snorts] So, [clears throat]

5:07:20

a couple things to keep in mind here is

5:07:22

like when you build an offer, obviously

5:07:24

we're going to build out like, you know,

5:07:26

have your offer and position it and do

5:07:27

all that stuff, right? But something

5:07:29

that's important to understand is like

5:07:30

how your pricing model works. And

5:07:34

I would actually recommend going with

5:07:36

you pay ad spend. But let me go ahead

5:07:38

and break down why. So three things to

5:07:40

see in the table is first obviously the

5:07:42

monthly cost for your client is

5:07:44

basically the same. And in addition to

5:07:46

that, they make the same ROI, right?

5:07:49

They make the same from the same spend.

5:07:52

So nothing's really changed there.

5:07:55

Third, your net per client, so how much

5:07:58

profit you make per client, whether they

5:07:59

pay ad spend or you pay ad spend is

5:08:00

similar, right? So, the math doesn't

5:08:03

really necessarily indicate a winner and

5:08:04

like there'sn't one that's better than

5:08:06

the other because at the end of the day,

5:08:07

the ads are still the ads. Um, but the

5:08:10

difference is the cash flow, the

5:08:12

positioning, and the sales resistance.

5:08:16

So, should you cover ad spend then?

5:08:18

That's the question. Well, since

5:08:20

profit's similar, the decision comes

5:08:22

down to three things. How much working

5:08:23

capital you have, how premium you want

5:08:25

the offer to feel, and how the cash flow

5:08:27

timing works. And also all these things.

5:08:30

So the client pays ad spend. Obviously

5:08:32

you don't need any working capital to

5:08:33

onboard clients. So it's better in the

5:08:35

beginning. You have a clean P&L so you

5:08:37

don't have any crazy ad expenses on your

5:08:38

books. You will get more more sales

5:08:40

resistance on sales calls because you

5:08:42

say that they have to pay ad spend which

5:08:44

because it's perceived resistance.

5:08:47

They'll you know they'll see it as more

5:08:48

resistance even if it is the same math

5:08:50

on their end. Um,

5:08:53

this is the best option when you have

5:08:54

less than 5K in reserves for capital of

5:08:56

just like allocation on clients and

5:08:59

obviously there's less perceived risk as

5:09:00

the agency because you're not worried

5:09:01

about losing ad costs.

5:09:04

So, let's say you you pay the ad spend.

5:09:08

There is one clean number, right? It's

5:09:09

super simple. 297 per show appointment

5:09:12

and that's all you pay. And then maybe

5:09:14

there's a setup fee. So, when you do

5:09:15

client pays the ad spend, you got to be

5:09:17

like, oh, it's 500 bucks to get started.

5:09:19

you got to pay 147 per appointment and

5:09:21

you have to pay ad spend too. So it

5:09:23

sounds way more expensive. So it's

5:09:25

perceived way more money even though

5:09:27

it's the same. So it's that's very

5:09:30

important to keep in mind. You know when

5:09:31

you talk about sales resistance one bill

5:09:33

per client. So super b super basic

5:09:35

basically um trade-off.

5:09:38

You will basically be spending 1,500 to

5:09:41

3k a month per client per month.

5:09:45

So, there's a couple things. There is

5:09:48

going to be, if there's not already,

5:09:49

there is a module in the program that

5:09:51

could basically, you know, in a bonus,

5:09:52

whatever that allows you to understand

5:09:54

how to use your AMX points to travel the

5:09:56

most and make, you know, the most out of

5:09:57

them. But what's powerful is that if you

5:10:00

do, you know, if you pay ad spend, you

5:10:02

profit the same for your clients, but

5:10:05

you have flexibility in terms of scaling

5:10:09

because you don't have to ask for their

5:10:11

permission to increase the ad budget.

5:10:12

can just do it yourself. So then you can

5:10:15

make them more money. All you have to

5:10:16

ask is like, "Are, hey guys, are you

5:10:17

ready for more jobs?" Great. Let's

5:10:19

increase the ads. And you just go ahead

5:10:21

and increase the ads on your side. And

5:10:23

because of that, they make more money

5:10:25

and you make more money, too. The only

5:10:27

difference between making $1,700 a month

5:10:29

and like 3.5K a month or whatever is

5:10:31

just kind of increasing the ad spend and

5:10:33

getting better ad results, etc. But

5:10:35

basically, if you have at least 5K in

5:10:38

reserves and you can allocate around 5K

5:10:40

and you're safe, you know, got at least

5:10:42

5K ready, I would pay ad spend. You get

5:10:46

less resistance on sales calls. So, your

5:10:48

customer acquisition cost or how much

5:10:49

you pay to get a client will be much

5:10:51

lower. You'll have a quicker and simpler

5:10:53

onboarding process because you could

5:10:54

just duplicate the campaign and run it

5:10:56

off of the same credit card. So, you

5:10:57

don't have to like connect their credit

5:10:59

card. And then also keep in mind you

5:11:02

will be negative for a couple days

5:11:03

before being profitable, which is just

5:11:04

fine. Usually it's like a day or two or

5:11:06

three days before you actually turn a

5:11:08

profit off of the shown appointments. Um

5:11:11

because obviously you are charging for

5:11:12

every single time that they get a

5:11:13

booking. So you will be profitable quite

5:11:14

quickly. If you pay ad spend, you get

5:11:17

unlimited AX points and you will never

5:11:19

have to pay for a flight ever again. Um

5:11:22

you will be spending more money, but you

5:11:24

will also have more skin in the game.

5:11:25

it'll be much less, you know, there'll

5:11:28

be much less resistance on sales calls.

5:11:30

So, sales will be much easier to close

5:11:33

um because there's less perceived

5:11:35

resistance there and it'll be much

5:11:36

easier to sign and onboard clients and

5:11:38

scale that. If you have the funds, pay

5:11:40

ad spend. Now, if you don't have the

5:11:44

client pay ad spend, right? This is less

5:11:46

perceived risk on your end in the

5:11:47

beginning. Obviously, there really is no

5:11:48

risk if you're good at running ads, but

5:11:51

you are going to have a harder time

5:11:52

signing clients. So, you might want to

5:11:54

justify that with lowering your price or

5:11:55

whatever that is. So, that is kind of

5:11:58

the math on whether or not you should

5:11:59

cover ads spin. Hopefully, you have an

5:12:01

answer. But, yeah, let's go ahead and

5:12:02

break down um basically how much it

5:12:05

costs for your clients to get a job. So

5:12:09

this is really important math to

5:12:11

understand because this number up here

5:12:12

that we made that we used this um number

5:12:15

right here that we subtracted from this

5:12:17

$500 saying like you know saying it's

5:12:18

like5 to $650ish on the ad spend side to

5:12:22

get your customer a like you know a

5:12:23

client. That is what we're figuring out

5:12:26

right now. So basically it's around 150

5:12:29

bucks per shown appointment and that's

5:12:31

roofing specific. Your number will be

5:12:33

completely different and you get it from

5:12:35

your cost per appointment and your show

5:12:36

rate for your niche. If I were you, I

5:12:39

would recommend using this chart to

5:12:41

figure out what niche. I have a bunch of

5:12:42

common niches in here, and you could

5:12:44

figure out which one yours is similar to

5:12:46

if it's not in here. These are the cost

5:12:48

per appointment averages for these

5:12:49

niches and the show rates. So, if you

5:12:52

want to figure out on average, you know,

5:12:54

how much it's going to cost for a shown

5:12:56

appointment for roofing, then basically

5:12:59

you would go here, roofing is between 80

5:13:01

and 150. Let's say it's 90. You divide

5:13:04

it by the show rate for the niche, which

5:13:05

is around 60%. then you get 150 per

5:13:08

shown appointment. This is how much

5:13:09

money is going to go to Meta to get a

5:13:12

shown appointment for roofing. And you

5:13:13

can assume that most contractors will

5:13:15

have around a 30% close rate. I know

5:13:17

they all say they have like a 90% close

5:13:18

rate, but the truth is is that they

5:13:20

don't. And because of that, it's 150 per

5:13:23

own.

5:13:26

So, it's going to be around 450ish bucks

5:13:28

to close a deal, which I pessimistically

5:13:31

said 500 to 650ish, but that's how you

5:13:33

get that number for you. So for your own

5:13:35

niche, that's how you'd get it.

5:13:36

Basically, if you're doing painting,

5:13:38

painting is mid-t. So let's say $70 cost

5:13:41

per appointment at $60 show 60% show

5:13:43

rate, that's 117 um cost per shown. And

5:13:46

so the cost per job for painting would

5:13:48

probably be around $3400ish dollars. And

5:13:51

then you could do the math from there to

5:13:53

see all this information, right? To see

5:13:56

like how much your agency can charge and

5:13:59

how much, you know, whether you or they

5:14:01

pay ad spend. And I'll have a, you know,

5:14:02

I have a worksheet for you at the end of

5:14:03

this video to help, you know,

5:14:04

accommodate this. But also, you can just

5:14:06

screenshot this document or upload this

5:14:08

as a PDF into Claude and basically say,

5:14:10

"Hey, I want to do this niche. What What

5:14:12

are my best prices to be as profitable

5:14:15

as possible?" And that'll probably do it

5:14:16

all for you. Bathroom modeling, same

5:14:18

thing. 120 cost per appointment at a 55%

5:14:20

show rate is around 218 for cost per

5:14:22

showing appointments. And let's say it

5:14:24

takes them three to close, it'll be

5:14:25

around $600 to $700 for a job for

5:14:28

bathroom remodeling. Now, this is pretty

5:14:30

accurate, but keep in mind this is not

5:14:32

perfect as I am not in all these niches.

5:14:34

These are just estimates as to what I've

5:14:36

seen over the years. Um,

5:14:39

obviously, after 30 days of having run

5:14:41

ads and live campaigns for your clients,

5:14:44

replace the numbers with your actual

5:14:45

data that you have, right, of how much

5:14:47

the cost per appointment is for your

5:14:49

client and recalculate the optimal

5:14:51

pricing for how much you should be

5:14:52

charging. your ads, your funnel and lead

5:14:55

conversion systems have a, you know, a

5:14:57

huge impact on these results. You know,

5:14:59

for example, if you're doing lead forms

5:15:01

versus landing page, that's a huge

5:15:03

difference in your cost per appointment,

5:15:04

right? And obviously, it does take

5:15:05

testing because different things work in

5:15:07

different markets and for different

5:15:08

niches as well. But here's some like

5:15:10

quick examples so you can kind of like

5:15:12

see what your pricing model can look

5:15:13

like. For example, client pays ad spend

5:15:16

$500 for onetime setup and you guys and

5:15:19

they pay ad spend. And the way you'd

5:15:20

position that in the sales call is like

5:15:22

you'd say, "Hey, do you know how ad

5:15:23

spend works?" And then you go through

5:15:24

that and be like, "Okay, great. That's

5:15:25

what goes to Meta. That doesn't go to

5:15:26

me." Now, to actually get started, it's

5:15:28

going to be 500 bucks to get started.

5:15:30

And then we're going to charge 147 for

5:15:32

every Sean appointment. And that's how

5:15:33

you bring it up. Another example is that

5:15:36

they, you know, you personally cover ad

5:15:37

spend, and you just say, "It's 500 bucks

5:15:39

one time, I pay ad spend, and 297, $297

5:15:43

for every single time that you have a

5:15:45

shown appointment."

5:15:47

So, basically, if you haven't already,

5:15:49

go ahead and plug in your own nich's

5:15:50

numbers and figure out your pricing if

5:15:52

you haven't done so yet. This is the

5:15:54

only proven way to figure out your

5:15:55

pricing based on math and based on ROI.

5:15:58

So, this is the exact way to do it.

5:16:00

Again, if you have any questions on how

5:16:02

to do this specifically and you're not

5:16:03

good at math, whatever it is, screenshot

5:16:05

this or attach it to Claude and have it

5:16:07

do it for you, okay? It's going to be so

5:16:08

much easier, so much faster, and have it

5:16:10

give you a range. Now, wording the

5:16:12

offer. So, you have the structure, you

5:16:15

have the numbers now, and honestly, I

5:16:17

will have you go through at the end and

5:16:18

build out all this yourself if you

5:16:20

haven't done it already. Um, basically,

5:16:23

we need to talk about wording your

5:16:25

offer. The thing is is perceived value

5:16:29

is interesting.

5:16:31

Earlier, we mentioned the value chart,

5:16:33

right? Makes sense, pretty

5:16:35

straightforward. Believe it or not, how

5:16:38

people perceive your offer is more

5:16:41

important

5:16:43

than how valuable it actually is when it

5:16:45

comes to sales. So, what I mean by that

5:16:48

is how it's worded often times

5:16:50

completely completely dictate whether or

5:16:52

not someone goes with you, even if it's

5:16:54

the same offer. And a great example of

5:16:56

this is let's say that your offer is

5:16:59

this. we'll get you 50 leads in third 50

5:17:02

leads in 90 days versus we're going to

5:17:05

get you six to eight jobs on a pay-per

5:17:07

result basis. Like wording can mean

5:17:10

everything because perceived value is a

5:17:12

big deal. Perception is everything. So

5:17:15

lead with the result that they actually

5:17:17

want. That's very important. Never the

5:17:18

mechanism. Nobody says we'll run your

5:17:20

Facebook ads. You know, nobody buys that

5:17:23

or nobody buys we'll implement an AI

5:17:26

bot. They just don't. But they do buy

5:17:29

jobs

5:17:31

um from those things because obviously

5:17:34

Facebook ads will produce jobs. And it's

5:17:36

kind of the same reason that nobody

5:17:37

books a flight for the flight. They book

5:17:40

it for the palm trees. So you want to

5:17:42

sell the palm trees here and explain not

5:17:45

that oh my gosh, we're going to run your

5:17:46

Facebook ads. That's not the outcome.

5:17:48

The outcome is we're going to get you a

5:17:50

bunch of jobs. Okay. So for home

5:17:52

improvement, the main desire is simple.

5:17:54

More jobs, more revenue, more profit.

5:17:56

can keep the team going. So, tie the

5:17:59

offer straight to jobs. Um, keep in mind

5:18:02

that a lead is just a name and a number,

5:18:04

so it's easy to seem like it's kind of a

5:18:05

waste. A qualified lead is warmer, but

5:18:07

still iffy. A booked appointment is real

5:18:08

and someone that's on the calendar. A

5:18:10

closed job is exactly what they want,

5:18:12

though. It's impossible to argue with.

5:18:13

All of these you can argue with them if

5:18:15

they're a part of your offer. And your

5:18:16

offer is like, we're going to get you 30

5:18:18

leads every like on a 30 leads in three

5:18:20

months or whatever. It's like one that's

5:18:22

kind of ambiguous. Like, what does a

5:18:23

lead even mean? Is it a name and a

5:18:25

number? or is it someone that's actually

5:18:26

interested? So basically, it's

5:18:29

impossible to argue with we will get you

5:18:31

this many closed jobs. Okay, so that's

5:18:34

how you want to position your offer when

5:18:35

it comes to wording and the dream

5:18:36

outcome. Now, perceived likelihood, your

5:18:39

safety net is already baked into the

5:18:41

paper results structure because you're

5:18:43

doing paper results. That's probably the

5:18:45

most safety net you'll ever need. Okay?

5:18:47

Like, you really don't need some strong

5:18:48

guarantee. You could already have one.

5:18:50

you could have one as well, but the

5:18:52

truth is is that like a separate written

5:18:54

guarantee on top of paper results in my

5:18:56

opinion is just overcompensating. Like

5:18:58

you don't it's almost like you don't

5:19:00

really fully trust your own model in my

5:19:02

eyes. It's like one time a a guy was

5:19:06

taking a sales call and he said, "Oh, if

5:19:08

this doesn't work, you can get a

5:19:10

refund." And that's the sales guy said

5:19:12

that and it was an agency selling a

5:19:13

service. It's like in the eyes of a

5:19:16

prospect, would you ever want to hear

5:19:17

that? Like it sounds appealing in our

5:19:20

eyes, but like that is not appealing at

5:19:24

all.

5:19:26

Like truthfully, that is not what we

5:19:29

want to hear. We don't want to hear

5:19:30

there's going to be a refund. We want to

5:19:32

hear, okay, we're going to get the

5:19:32

outcome. That's all that matters. So let

5:19:35

the pricing structure do the safety

5:19:37

network for you. You don't really need a

5:19:38

strong guarantee here. Time delay. You

5:19:40

can optionally add one if you want

5:19:42

within like a 90-day time frame, but

5:19:44

never overpromise and under underdel.

5:19:46

That's the biggest thing. Effort and

5:19:47

sacrifice. This is the last lever and

5:19:49

it's basically how little they have to

5:19:50

do to get the dream outcome. So if the

5:19:53

problem is not enough jobs, you're

5:19:55

running ads. You don't they don't have

5:19:56

to do anything. Leads coming in but

5:19:57

nobody's calling them, maybe hire

5:19:59

someone or use AI. It'll make it more

5:20:00

valuable. The owner doesn't know how to

5:20:02

run the system, streamline it with

5:20:04

automation so they don't have to do

5:20:05

anything. Junk leads slipping through,

5:20:06

add more qualifications built into the

5:20:08

funnel. So you can basically add things

5:20:10

to your val you, you know, to your

5:20:12

offer, make it more valuable and more

5:20:13

perceived value by decreasing the effort

5:20:15

sacrifice required. Use all these levers

5:20:18

and for wording and you'll have a

5:20:19

winning offer. Now we are going to cover

5:20:22

some pricing stuff and then after that

5:20:24

you're set. You're free to go build your

5:20:26

offer out in the way that you want to.

5:20:29

Price to value discrepancy. So why does

5:20:31

someone buy something in the first

5:20:32

place? Purchasing decisions are made

5:20:34

solely because the value is superior to

5:20:38

price. Super simple. And the point of

5:20:41

cancellation is when the value is no

5:20:44

longer superior than price. they will

5:20:46

continue to buy from you until obviously

5:20:48

there's a discrepancy there. That's how

5:20:50

this works. So basically the point where

5:20:55

the value matches or dips below the

5:20:57

point of cancellation is the point of no

5:20:59

returns or this is the point of

5:21:00

cancellation. This is where you start to

5:21:03

lose money and people cancel because

5:21:05

they're not perceiving and seeing the

5:21:06

value anymore. And interesting enough,

5:21:08

most businesses that you see are below

5:21:10

this line. And if you understand this

5:21:13

properly, that means that their product

5:21:14

isn't good enough. So they keep having

5:21:16

to look for more and more and more

5:21:18

customers because they, you know, they

5:21:20

perceive the value isn't there enough.

5:21:21

So they cancel on them. So then they

5:21:23

have to keep getting new new customers

5:21:24

to keep repeating the cycle.

5:21:27

And the raw truth is that you'll see

5:21:28

people that, you know, say that they're

5:21:30

good at what they do. And the reality is

5:21:32

is that like they probably just aren't

5:21:33

that good at what they do if you know

5:21:35

they keep having to look for more and

5:21:36

more and more customers. So in terms of

5:21:38

metrics, here's what that means right

5:21:40

here. this point of cancellation. If

5:21:42

you're below this line, that means that

5:21:44

your retention rate or the percentage of

5:21:47

clients that stay within a given month

5:21:49

is lower than your churn rate, which is

5:21:51

the percentage of clients that leave in

5:21:53

a month. If your churn rate is lower

5:21:57

than your referral rate, then you're

5:22:00

always going to be looking for more and

5:22:01

more customers. And the issue here is

5:22:02

that with an agency, naturally, this is

5:22:05

just how the business model is, right?

5:22:07

your referral rate, it will probably be

5:22:09

less than your churn rate. You'll be

5:22:11

losing more clients than you're gaining

5:22:12

organically, just like through inbound

5:22:14

and word of mouth. And because of that,

5:22:17

you will constantly have to look for

5:22:18

more and more customers. And that's the

5:22:19

reason why we have to run paid ads. I

5:22:20

just want you to understand this if you

5:22:22

go into any future business models or

5:22:23

just for this one as well, just to

5:22:24

understand how important it is to have a

5:22:26

really solid retention rate and a good

5:22:28

product and a good offer and a lot of

5:22:30

value. Otherwise, you're going to have

5:22:32

to keep looking for more and more

5:22:33

customers, which is more expensive than

5:22:35

just keeping them. So to improve this

5:22:37

discrepancy in your value, you can do

5:22:40

two things and you can tell me which one

5:22:42

sounds better. One, lower your price and

5:22:45

fail or two, increase your value and

5:22:47

succeed. These are the two options if

5:22:49

you're having this issue. So remember

5:22:51

here that like you can only go down to

5:22:52

zero, but you can go to affinity here in

5:22:55

terms of value. Now our goal in SMMA or

5:22:58

you know running an agency, an AI

5:23:00

agency, whatever it is, is to sell

5:23:01

dollars at a discount and make it stupid

5:23:02

for someone to say no. That's the whole

5:23:04

goal here. for making companies more

5:23:05

money. Value optimization. So, as time

5:23:08

goes on, we want to always improve our

5:23:10

offer as our product improves. So, to do

5:23:12

this, just I would list out all the

5:23:14

solutions every so often that you offer

5:23:16

and aspects of your product. I would

5:23:18

rate each one on a scale from 1 to three

5:23:20

on how valuable they are and then deem

5:23:23

the cost of each one from one to three

5:23:26

and remove everything that's not a three

5:23:28

in value regardless of the cost. The

5:23:31

idea here is like this is a good

5:23:33

analysis that we could do every so often

5:23:34

to make sure that we're as valuable as

5:23:36

we can be and we're not basically, you

5:23:38

know,

5:23:40

doing something that's taking up our

5:23:43

time and costing us, that's not that

5:23:45

valuable. So, let me give you an

5:23:46

example. If you're doing Google ads for

5:23:49

companies and you're doing Facebook ads

5:23:50

for companies and you get most your

5:23:52

results from Facebook ads, but Google

5:23:54

ads takes you a lot of effort, it sounds

5:23:56

like it's more valuable to the customer

5:23:58

because you're doing both. But the truth

5:23:59

is is because the cost, you know, it's

5:24:01

costing you a lot of time and money to

5:24:03

do Google ads and they're not working as

5:24:04

well as Facebook ads and they're not a

5:24:06

three, then just remove it entirely. The

5:24:09

idea is we want to be streamlined here.

5:24:11

The cycle of price. So the cycle of

5:24:14

price is extremely important and it's

5:24:15

the reason why premium pricing matters

5:24:17

so much. If you increase your prices,

5:24:20

you increase the value. That's it. which

5:24:22

sounds insane, but people did this

5:24:25

within a wine study once where they had

5:24:28

three wines next to each other that were

5:24:30

all the same wine and basically charged,

5:24:33

you know, saying one was a $1 wine, one

5:24:35

was hundred, one was a thousand. Every

5:24:37

single person said the $1,000 wine was

5:24:39

the best wine even though they were all

5:24:40

the same. It's crazy how this works, but

5:24:43

if you just increase your prices, you

5:24:45

will increase the value. And here's what

5:24:46

most people do, especially in the agency

5:24:48

space. They will look at competitors,

5:24:50

see what everyone's offering. Take the

5:24:52

average, go slightly be before, you

5:24:54

know, slightly below them to be

5:24:55

competitive on pricing and just provide

5:24:58

what your competitor does but a little

5:25:00

bit more. This is what most people do.

5:25:02

So, what's going to happen is people are

5:25:04

going to offer a little more for a

5:25:06

little less in this process. And over

5:25:08

enough time, it's going to happen again

5:25:09

and again and again. What's going to

5:25:11

happen is you're commoditizing yourself

5:25:13

and ultimately you're going to be racing

5:25:15

to the ground. Things get cheaper as

5:25:17

time goes on because there becomes more

5:25:18

competitors and more competition. And

5:25:20

instead, what you want to do is the

5:25:22

opposite. Charge a premium. The higher

5:25:24

price forces you to deliver a premium

5:25:26

service which justifies the price which

5:25:28

then lets you reinvest in better

5:25:29

systems, better support, better people,

5:25:31

which gets you better results.

5:25:33

Basically, all you need to understand

5:25:34

here is if you increase your prices, you

5:25:39

increase your value. And you should

5:25:40

really look at this. Pause this video.

5:25:43

Understand this. How if you decrease

5:25:45

your price, the emotional investment

5:25:47

goes down, right? People are don't care

5:25:49

about it enough. If you decrease your

5:25:50

price, your results go down. If you

5:25:53

decrease your price, your profit go like

5:25:56

literally if you increase your price,

5:25:59

you win. You just have to back it up

5:26:01

with more value. Now, I hope you now

5:26:05

understand the fundamentals of what

5:26:06

building an offer actually looks like.

5:26:08

Let's actually create one. But one rule

5:26:10

before you start, never build your offer

5:26:12

around your product as it is. Instead,

5:26:15

build your product around your offer.

5:26:17

Most people cap their promise at what

5:26:18

they currently know how to do, saying,

5:26:20

"Okay, I can only get this guy like one

5:26:22

or two jobs a month." Do not do this.

5:26:26

Start with a bold claim that scares you

5:26:27

a little bit. It should make you a

5:26:28

little uncomfortable. And then you can

5:26:29

build the product that backs it up by

5:26:31

increasing the value and making it

5:26:32

better. Your skills will rise to meet

5:26:35

the promise. And so, it should make you

5:26:37

feel, you know, a little uncomfortable.

5:26:39

And that's how you know it's right.

5:26:41

Obviously, your skill set will naturally

5:26:43

increase with time and energy. You will

5:26:44

get better at running ads. You will be

5:26:45

better over time, so it should make you

5:26:47

a little uncomfortable. So, go ahead and

5:26:48

open this winning offer worksheet and

5:26:50

work through it section by section. It

5:26:52

maps out exactly what you just learned.

5:26:53

So, you fill in the prompts and you will

5:26:55

end up with a version one offer that you

5:26:56

can use today. Don't over complicate

5:26:58

this process. Just get it done, ship it,

5:27:00

and refine it. This is in the

5:27:01

description of this video. And um let me

5:27:03

go ahead and open up and show you what

5:27:04

it means. Basically on this document,

5:27:08

you need to define your customer and

5:27:09

their dream outcome, which it's going to

5:27:11

be some specific micro niche probably in

5:27:13

home improvement. Obviously, they want

5:27:15

more jobs. Super simple. So, you have to

5:27:18

basically get that outcome in. It's good

5:27:19

to know what the outcome was worth to

5:27:20

them in dollars as well. And then the

5:27:22

method and timeline. So, basically like

5:27:24

whether you're done with you or done for

5:27:26

you. And if you're done for you, you do

5:27:28

everything for them. You call their

5:27:29

leads for them. You have all that done

5:27:30

or you have people to call their leads

5:27:31

for them. Also, these are like

5:27:33

methodologies of like how you do, you

5:27:34

know, what you do for them. So, like

5:27:36

maybe you're running ads and generating

5:27:37

leads um and turning those into

5:27:39

appointments, whatever it is. If you

5:27:41

need more inspiration as well, remember

5:27:43

we do have examples of offers and they

5:27:45

are at the bottom of this as well. So,

5:27:47

these are good examples that you could

5:27:48

use while when you build this um pricing

5:27:50

math. This is going to be the

5:27:52

complicated section about like how

5:27:54

you're going to basically

5:27:56

determine how you're going to make them

5:27:58

like an ROI as well as how to price

5:28:00

fairly so your profit margins are safe.

5:28:02

What you would basically do is get your

5:28:04

average revenue per closed deal in your

5:28:06

niche. So for roofing for example,

5:28:07

that's $14,000

5:28:09

and the profit margin is around 35% and

5:28:12

you could look this up on Google as

5:28:14

well. So basically all you want to do

5:28:16

here is the profit margin times the

5:28:17

revenue. So 14,000 times the profit

5:28:20

margin which is 0.35. That equals the

5:28:22

profit per closed job which was I

5:28:24

believe like $4, what $900 or something.

5:28:27

Then you take that profit right here

5:28:30

and you basically divide it by five

5:28:32

which is the max multiplier of like what

5:28:35

we want ROI wise so we can justify how

5:28:37

much they would willing be willing to

5:28:38

pay to get a job which ended up being

5:28:42

you know whatever it was $900 some

5:28:44

dollars whatever it is. And then from

5:28:47

there, you basically subtract the ad

5:28:49

cost per closed deal, which is how much

5:28:51

it cost on Meta to get a job, right? And

5:28:54

you won't know this 100% yet, but if you

5:28:57

go to step eight in pricing math, you

5:28:59

can basically calculate it by choosing,

5:29:01

you know, one of their cost per

5:29:03

appointments and their show rates,

5:29:04

dividing them for the cost per shown

5:29:06

appointment, and then dividing that by

5:29:08

three or I guess multiplying it by three

5:29:10

to see exactly like roughly how much at

5:29:12

a 30% close rate a job would be costing

5:29:14

them to get on Meta. So, you subtract

5:29:16

this number that was divided by five,

5:29:18

which I believe is 900ish, and then you

5:29:20

minus the ad cost per closed deal. how

5:29:22

much it cost on Meta to get a closed

5:29:24

roofing job or whatever you know job it

5:29:26

is which you can roughly do the math on

5:29:28

step eight. That results in around

5:29:30

400ish bucks, $490 per closed deal,

5:29:33

which is how much money that your max

5:29:35

agency fee per closed deal would be. And

5:29:38

then you would go ahead and multiply the

5:29:40

shown to close percentage, which is in

5:29:42

here. So shown to close percentage, we

5:29:45

have 30% here. So 30% of whatever that

5:29:49

number is is how much that we can charge

5:29:51

as our agency fee. So you can figure out

5:29:53

your agency fee just like that. Then

5:29:56

once that's done, which mine is 147 per

5:29:59

shown appointment for roofing, um it's

5:30:02

going to be pretty similar for most

5:30:03

things in home improvement, but it's

5:30:05

good to figure it out specifically. And

5:30:07

that's not including ad spend.

5:30:08

Obviously, the ad spend is here. You

5:30:10

take your CPA or cost per appointment,

5:30:12

which for most niches, it's right here,

5:30:15

your average here. and then you divide

5:30:17

it by the show rate for your industry

5:30:19

and that will give you obviously how

5:30:21

much it's going to cost roughly for a

5:30:22

shown appointment for your niche. Then

5:30:26

basically from there you can decide

5:30:28

whether or not you want you the client

5:30:29

to pay ad spend or you to pay the ad

5:30:31

spend. So you choose it and then

5:30:33

basically take the agency fee that you

5:30:35

took before right here and then add it

5:30:37

to the ad cost which is going to be

5:30:39

right here. And right there you do how

5:30:43

much it costs to be allin if you're

5:30:45

doing per shown. So this is basically

5:30:48

like how you would do the math and go

5:30:49

about this process. If you have any

5:30:51

questions or confusion confusion with

5:30:53

this process, I'm telling you, download

5:30:55

this as a PDF file, download PDF file,

5:30:57

download PDF, send it to Claude, say,

5:30:59

"Help me build my winning offer and my

5:31:01

pricing model depending on my niche to

5:31:02

be as profitable as possible given the

5:31:04

averages." And it's going to do it

5:31:06

better than I could ever do it and

5:31:07

probably you too. Qualification and

5:31:09

name. So, revenue, license, team size,

5:31:13

location, established roofers only is a

5:31:15

good example, you know, or plumbing

5:31:17

companies with at least two trucks

5:31:18

running. So these are some different,

5:31:19

you know, qualification factors that you

5:31:21

can do to determine who you're going to

5:31:22

work with. Um, and basically you can

5:31:25

turn that and write that here. And then

5:31:27

your full offer. So your dream outcome

5:31:29

that you decided on the time frame and

5:31:30

you already answered all of these

5:31:31

throughout this doc. You just put them

5:31:33

all here, copy and paste them. And then

5:31:35

basically you have your final offer. You

5:31:37

can make it, you know, a little bit more

5:31:39

pretty like these ones and, you know, do

5:31:41

some refinement and there you go. You

5:31:43

have your V1 winning offer, your pricing

5:31:45

model, and your unit economics to make

5:31:48

sure that you're profitable, your

5:31:49

clients are profitable, and that you

5:31:51

have an average net per client that

5:31:52

you're going to be making every month,

5:31:53

given that you do good on the ad side of

5:31:56

things and conversion wise for your

5:31:57

actual campaign and system for them. So,

5:31:59

I hope you enjoyed this video. I hope

5:32:01

you learned a thing or two about just

5:32:02

offers in general and also just learn

5:32:04

how to structure yours and make a

5:32:05

winning one. This video is extremely

5:32:06

valuable and honestly, there's a lot of

5:32:08

really good and detailed information in

5:32:09

here. So, I hope you enjoyed. If you

5:32:11

need this resource, it's obviously in

5:32:12

the resource section of the video so you

5:32:15

can get this PDF as well as the link to

5:32:18

the worksheet as well. So, I hope you

5:32:21

enjoyed and um yeah, I'll see you next

5:32:23

one. Hopefully, your offer absolutely

5:32:25

crushes. Hey everyone, it's Owen

5:32:26

Rensland and welcome to Fundamental

5:32:28

Flow. In this video, it's going to be a

5:32:32

rather long one, but for good reason.

5:32:34

We're going to go over virtually

5:32:37

everything that you need to understand

5:32:40

in order to properly grow and iterate

5:32:43

and learn from a fundamental standpoint.

5:32:46

Now, if you took away all of my scripts,

5:32:50

all of my

5:32:52

everything, all of the courses I've

5:32:54

seen, everything like all of my

5:32:56

knowledge, but you kept the

5:32:58

fundamentals,

5:32:59

then I still no matter what would be

5:33:02

able to succeed. And that's the point of

5:33:04

this video is that we're going to cover

5:33:05

some of those fundamentals. And

5:33:07

remember, like the more you don't the

5:33:10

more you think you don't need the

5:33:11

theory, the more you need it. So here's

5:33:14

what we're going to cover.

5:33:16

Fundamental flow, copycats, decay and

5:33:19

renewal, churn and burn,

5:33:21

multi-disiplinary thinking,

5:33:23

entrepreneurs toolbox, learning

5:33:24

fundamentals, paradigm intro, scientific

5:33:27

thinking, discipline one, scientific

5:33:30

method, building hypothesis, testing

5:33:32

hypothesis, observing feedback,

5:33:35

iterating hypothesis,

5:33:37

systems, discipline two, inputs,

5:33:40

process, output, feedback, environment,

5:33:42

feedback extended, where we talk a lot

5:33:44

about metrics,

5:33:46

My paradigm scale scaling sequences

5:33:50

micro/mro

5:33:52

operational complexity operational

5:33:54

pressure proof of concept client

5:33:57

acquisition product time scaling

5:34:01

conditions scaling steps leverage and

5:34:04

asymmetries throughput and bottleneck

5:34:06

and finally post wins. So, this will

5:34:09

arguably this will arguably be the

5:34:11

longest video in all of the program, at

5:34:14

least for now.

5:34:17

But again, welcome to fundamental flow.

5:34:20

This video is the key to long-term

5:34:22

success. Like I said previously, like if

5:34:24

you took away everything I have, all of

5:34:27

the scripts, all the ad copy, all the

5:34:29

systems, all the processes, like I know

5:34:32

I would still crush it and succeed

5:34:35

insane amounts just because I understand

5:34:37

the fundamentals. So that is the point

5:34:39

of this video.

5:34:41

Honestly, re-watch this video as often

5:34:45

as you possibly can because your

5:34:47

understanding of this information will

5:34:48

compound. And the more you learn and the

5:34:51

more you get the theory and the more you

5:34:53

like instill all of this knowledge into

5:34:55

your head, the more you'll use it

5:34:58

without even realizing it and you'll

5:35:00

succeed so much more because of it.

5:35:04

I do want everyone in this program to

5:35:06

understand that like you can succeed in

5:35:08

every single business model, okay?

5:35:11

Whether it's drop shipping, whether it's

5:35:12

organic drop shipping, whether it's

5:35:14

SMMA, whether it's

5:35:17

building any kind of agency really, or

5:35:19

any service-based business online. And

5:35:23

like there's no really limit like you

5:35:25

can succeed in every single business

5:35:27

model as long as you have the right

5:35:29

fundamentals. Okay? The one thing that

5:35:34

successful entrepreneurs

5:35:37

do is that they learn these fundamentals

5:35:40

and that allows them to succeed in every

5:35:42

single business venture and model that

5:35:44

they go into. If I were to jump ships

5:35:46

right now and start e-commerce, I would

5:35:49

crush it. And the reason why I know that

5:35:52

is because I understand the material

5:35:54

that's in this video.

5:35:58

So, the actual material that's in this

5:36:00

video, however, will make you, you know,

5:36:02

way more well-rounded, well-rounded as

5:36:04

an entrepreneur. It will guarantee that

5:36:07

you're not really a copycat, but if you

5:36:09

are, you use it in the right way.

5:36:12

But in this video and in this program in

5:36:15

general, you need to first learn how to

5:36:17

see and think, then how to build, and

5:36:20

then how to track and grow. So in this

5:36:21

video we're going to show you how to see

5:36:23

and think and how to track and how to

5:36:26

grow and how to build will be in the

5:36:30

um up and cominging modules. So

5:36:33

fundamental flow when you build

5:36:35

successful systems whether it's client

5:36:37

acquisition systems, client service

5:36:39

delivery systems or any kind of system

5:36:43

there is three things there is strategy,

5:36:45

stimuli and fundamentals.

5:36:48

Okay. So every all three are necessary

5:36:51

in order to sign clients, in order to

5:36:53

get good results for clients, etc. Now,

5:36:55

I like to think of this like a pyramid.

5:36:58

So in order to make successful systems,

5:37:00

which obviously we'll cover what systems

5:37:02

are in this video,

5:37:04

being client acquisition systems, client

5:37:06

fulfillment systems, the only way to do

5:37:08

that is to have the proper strategy and

5:37:12

stimuli.

5:37:14

And that can only come from the

5:37:16

fundamentals. So basically, in order to

5:37:19

get the systems that work, you have to

5:37:21

have the right fundamentals.

5:37:23

And that's the true purpose of this

5:37:25

video. Like honestly, long-term, this

5:37:30

video is probably the most valuable one

5:37:32

I have and will probably ever make. And

5:37:36

that's the reason for the length. So

5:37:38

bear with me.

5:37:41

It might be a bit of a wax on, wax off

5:37:43

type situation like Karate Kid, but this

5:37:45

video will make you millions of dollars.

5:37:48

So, let's go over what strategy is.

5:37:51

So, first of all, strategy is a way of

5:37:53

building systems and creating methods

5:37:55

essentially. Like, for example, a

5:37:57

strategy could be a no-show follow-up

5:37:58

workflow. So, call once they book, build

5:38:01

urgency, confirm meeting accessibility,

5:38:04

pre-all video reminders, call 2 hours

5:38:06

before, additional reminders, call when

5:38:07

the meeting begins. It's basically like

5:38:09

a workflow, so to speak. That's what a

5:38:11

strategy is. It's just a way of doing

5:38:13

something. Now, stimuli are what

5:38:16

triggers actions. So, for example, a

5:38:19

YouTube thumbnail would trigger someone

5:38:20

to click on my video. A cold SMS script

5:38:23

triggers someone to reply. A landing

5:38:25

page triggers someone to become a lead.

5:38:27

A sales script triggers someone to

5:38:28

become a paying customer.

5:38:31

That is all a stimuli is. So basically

5:38:35

systems are built on strategy combined

5:38:38

with stimuli

5:38:40

right if you take a strategy use the

5:38:44

proper stimuli for example the pre-all

5:38:46

video would be some form of stimuli

5:38:48

because it triggers them to you know

5:38:50

confirm the call or show up etc. Then

5:38:54

essentially that is what would build you

5:38:56

know a no-show prevention system for

5:38:58

example.

5:39:00

Fundamentals however are ideas, concepts

5:39:03

that you build stimuli and strategy

5:39:05

from. For example, principles, ideas,

5:39:08

concepts, foundations, theories,

5:39:10

horistics. All of these things

5:39:13

are what we need to learn in order to

5:39:15

build the proper stimuli and strategy to

5:39:19

build the correct systems that will give

5:39:20

us the results that we want. Now, in

5:39:23

this program, I will have the working

5:39:26

strategy and stimuli for you. Okay, if

5:39:30

you copy and paste my systems, they are

5:39:34

built off of successful strategy and

5:39:36

stimuli that have been constructed from

5:39:38

proper fundamentals,

5:39:40

right? And but long term, these things

5:39:45

will fade and I'll show you what I mean

5:39:47

by that. So it's important that you

5:39:48

understand that to build successful

5:39:50

client acquisition systems, to build

5:39:52

successful client delivery systems, you

5:39:55

have to understand the fundamentals

5:39:57

so you can build the right strategy and

5:39:59

stimuli. So like if this is making sense

5:40:02

so far, building like a bad client, you

5:40:05

know, service delivery system, so like

5:40:07

not really providing good results for

5:40:10

your clients obviously comes from

5:40:12

strategy and stimuli.

5:40:14

But if it's bad, then chances are that

5:40:17

you don't understand the fundamentals.

5:40:19

So you built bad strategy and stimuli.

5:40:21

So then you have a bad client

5:40:22

acquisition system or client service

5:40:24

delivery system. So like basically if

5:40:26

you don't understand this your clients

5:40:29

won't succeed, you won't get clients in

5:40:31

the first place and your business will

5:40:34

certainly not succeed. So that's why we

5:40:36

have to cover the fundamentals. And the

5:40:38

same goes vice versa. Like building a

5:40:40

good service delivery system comes from

5:40:42

good fundamentals. And the same goes

5:40:44

with building every single system in our

5:40:45

business which is you know constructed

5:40:47

of hundreds of systems. And we will

5:40:50

cover this further on in the video when

5:40:52

we talk about systems. But I want to

5:40:55

give you all the fundamentals you need

5:40:57

to succeed in this program. So no matter

5:40:58

what you decide to do as an entrepreneur

5:41:00

in the future or in the next 2 months,

5:41:03

you understand that the fundamentals are

5:41:06

the most important thing. And then you

5:41:07

can always become successful because you

5:41:09

know what they are. So in systems, I

5:41:13

will cover what systems are later on in

5:41:15

this video. But for now, let's cover

5:41:17

copycats. It is extremely easy to copy

5:41:22

someone and build the exact same system

5:41:24

that they have in order to quickly get

5:41:26

the results.

5:41:28

And

5:41:29

so many people do this in this space

5:41:34

and it will make you plenty of cash

5:41:36

shortterm. I'm talking, you know, 50 to

5:41:38

100K even. But what happens when the

5:41:42

system stops working?

5:41:45

the system will break and

5:41:48

you no longer have a way to build a new

5:41:50

one without copying someone else. So

5:41:53

like

5:41:56

this is what happens to people that

5:41:58

don't understand the fundamentals. They

5:42:01

constantly will seek the newest and best

5:42:03

strategy and stimuli from other people

5:42:05

and constantly fight a losing battle.

5:42:10

It's like trying to

5:42:12

sail to an island when your ship is

5:42:14

sinking. like you we we have to avoid

5:42:17

this and that's the importance of

5:42:19

fundamentals. However, in this program I

5:42:21

will give you copy and paste systems

5:42:23

that are updated with working stimuli

5:42:25

strategy so you can get quick results

5:42:27

but also keep in mind the power of a

5:42:29

fundamental understanding.

5:42:31

Like your ability to build extremely

5:42:33

successful systems from stimuli and

5:42:35

strategy will pay you the most in the

5:42:37

future.

5:42:39

And most programs and like mentorships

5:42:41

and everything will only teach you the

5:42:43

current working stimuli and strategy so

5:42:45

you can get some insane results fast.

5:42:47

For example, zero to 10K a month in two

5:42:50

weeks. I'm sure you've you've seen this

5:42:53

like hundreds of times. And the reason

5:42:55

is is because they just throw the

5:42:57

working stimuli strategy straight at

5:42:59

them and the the successful systems

5:43:02

and that's it. They don't teach them how

5:43:04

to build their own. So, if you don't

5:43:07

want to have to rely on a mentorship

5:43:09

constantly

5:43:11

or what I call strategy hunter programs

5:43:13

to continue to succeed, like you've come

5:43:16

to the right place because in this

5:43:17

video, I'm going to teach you how to

5:43:19

think for yourself in order to build

5:43:21

systems that are successful on their

5:43:22

own. Decay and renewal. Over time, every

5:43:26

system will die. You know this is

5:43:29

obviously in nature and apparent when it

5:43:31

comes to systems in business to

5:43:33

constantly grow our business and have

5:43:35

working systems. We need to understand

5:43:37

that all systems die. And the reason why

5:43:40

all systems will die is because what a

5:43:43

system is built on obviously is strategy

5:43:45

and stimuli. And these will become less

5:43:47

effective with time and that will

5:43:50

crumble the top, right? And the reason

5:43:53

why that happens is because of

5:43:55

conditioning in the online business

5:43:57

world. Like it's super typical for

5:43:59

someone to have a bad experience and the

5:44:01

conditioning can numb humans. This is

5:44:04

similar to just classical conditioning

5:44:06

which we will cover in a future video.

5:44:09

But over enough time and exposure like

5:44:12

people will become numb to the strategy

5:44:14

and stimuli. Like

5:44:17

you no longer will get the open rate.

5:44:20

You will no longer get the appointment

5:44:21

booking rate.

5:44:22

the response that you need from the

5:44:24

stimuli, you won't get. And this is

5:44:28

typically known as ad fatigue in

5:44:29

business. The idea that over time your

5:44:32

audience will see your ads more and more

5:44:34

and more and become less responsive to

5:44:36

them, which increased the costs, lowers

5:44:39

conversion rates. So, for example, I can

5:44:41

even think of one of my clients. I've

5:44:43

ran the same ads for him for about seven

5:44:45

months now, and now they're still

5:44:47

they're actually starting to fatigue.

5:44:49

The cost per lead is getting higher.

5:44:50

we're getting less leads in the door,

5:44:52

etc. For or for example, your cold SMS

5:44:56

script stops getting the replies it used

5:44:57

to. The email copy you use stops getting

5:45:00

the replies it did. Clients ad creative

5:45:02

stops getting clicks, etc. Like this is

5:45:06

painfully apparent in every system of

5:45:08

our business and it is the reason why

5:45:10

the copycats will suffer a slow and

5:45:12

painful death. Okay? And we don't want

5:45:15

to be grouped into that.

5:45:18

So this is how a graph works here. Now,

5:45:20

what's great about this though is that

5:45:21

it's very, very cyclical. And what I

5:45:24

mean by that is that let's say there's

5:45:29

not a lot of exposure, right?

5:45:33

The effectiveness is going to be

5:45:34

extremely high, right? It's going to be

5:45:36

in this range, but after more exposure

5:45:39

comes, it's going to shoot down and go

5:45:42

super slow. But after it becomes

5:45:44

overexposed, time will pass and all of a

5:45:48

sudden it becomes super effective again.

5:45:50

And if you understand this properly,

5:45:53

then basically you can run for example

5:45:56

ads for someone and they become

5:45:58

overexposed

5:46:01

and then you wait,

5:46:03

you know, like a like like eight months

5:46:05

to one year

5:46:07

and you run those original ads again and

5:46:10

they just do really really well, right?

5:46:13

And that's what's interesting about

5:46:14

this.

5:46:17

And over time, people forget that

5:46:19

they've been like burned and affected

5:46:21

negatively.

5:46:23

And it's the reason why like systems

5:46:25

that are currently no longer working

5:46:27

will be working in one to two years from

5:46:28

now. Like it is extremely cyclical,

5:46:30

which you can take to your advantage.

5:46:33

And what you'll find is that like these

5:46:35

copycats will copy and paste the systems

5:46:38

that are working the best for everyone,

5:46:40

expect them to work forever, but then

5:46:42

they stop working. then they do not know

5:46:44

what to do but to buy another program or

5:46:47

mentorship with a different working

5:46:48

system.

5:46:50

And we do not want to be part of this

5:46:53

constant loop of failure. Like this

5:46:57

is not where we want to be. So how do we

5:47:00

stay out of it? Fundamentals.

5:47:03

People are culprits to the shiny object

5:47:05

syndrome. They jump from shiny system to

5:47:07

shiny system. Like keep in mind that 90%

5:47:11

or more of agency owners are just

5:47:13

copycats doing the same thing to attract

5:47:15

clients and to succeed and we can

5:47:17

leverage that when building our own

5:47:18

systems. Something that's kind of

5:47:19

interesting is that like the best way we

5:47:21

can take advantage of this is just to do

5:47:22

the opposite of what everyone else is

5:47:24

doing. And to do that is to not copy and

5:47:27

paste systems and to create them using

5:47:29

our own understanding of fundamentals.

5:47:32

Like if you can think critically and do

5:47:34

this, you'll find that like no matter

5:47:36

what, you will always have consistent

5:47:39

results and you would get and you get

5:47:41

clients good results and all of it feels

5:47:44

extremely easy. And keep in mind that

5:47:46

like you don't need to totally come up

5:47:48

with a groundbreaking new strategy, a

5:47:51

whole new system for client acquisition

5:47:53

or anything. like just take something

5:47:55

that works, use your own critical

5:47:58

thinking and fundamentals and your

5:48:00

understanding of them just to make it

5:48:01

your own. That's that's all you have to

5:48:03

do to keep things fresh and successful.

5:48:06

And when you look at working systems,

5:48:08

you know, get in the habit of like

5:48:10

asking yourself, what fundamentals is

5:48:12

this system built from? Okay, this is a

5:48:15

great question to constantly be asking

5:48:16

yourself. you see, you know, let's say

5:48:19

you're on YouTube and you see some cold

5:48:21

SMS system that's booking like 12

5:48:22

meetings a day, just ask yourself like

5:48:26

what fundamentals is this system built

5:48:28

from? And I know that as of right now,

5:48:31

you don't exactly know what fundamentals

5:48:33

are. We'll cover that later in this

5:48:35

video, but essentially the goal is to

5:48:38

create systems that are effective for a

5:48:40

long time because they're pretty much

5:48:42

created from our own knowledge. And the

5:48:46

only way to do this obviously is to

5:48:48

create them ourselves with a fundamental

5:48:50

understanding.

5:48:52

So I hope you understand the importance

5:48:54

of this now and how if you don't take

5:48:57

this seriously, you'll suffer a slow and

5:48:59

painful death. Sure, you can copy and

5:49:01

paste your way to 10K a month in 2

5:49:04

weeks, but if you want to succeed

5:49:06

massively and have a career, then you

5:49:09

need to understand that this matters

5:49:12

more.

5:49:13

And I'm not saying that this won't

5:49:15

happen because this can 100% happen with

5:49:17

the copy and paste systems that I have.

5:49:20

But there will be a time when those copy

5:49:22

and paste systems stop working. I'll do

5:49:24

my best to update them. But you're

5:49:26

better off just taking something that

5:49:28

works, using your own experience and

5:49:31

knowledge to improve it and succeeding

5:49:33

more. Then churn and burn.

5:49:38

Churn is when clients leave us. burn is

5:49:40

getting clients a sour taste after

5:49:43

working with us.

5:49:45

In this space, it is the probably the

5:49:48

most common thing ever to build an

5:49:50

agency solely based on client

5:49:52

acquisition,

5:49:54

especially with all the programs out

5:49:56

there that just teach client

5:49:57

acquisition. There's a reason why very

5:49:59

few programs teach, you know, service

5:50:01

delivery extremely well in client

5:50:03

fulfillment. And the reason is is

5:50:05

because there's not that many people out

5:50:07

there that actually have successful

5:50:09

agencies that aren't churn and burn

5:50:11

agencies, right? It's really important

5:50:13

that I make you guys well-rounded

5:50:17

and have really solid fulfillment so we

5:50:19

don't have to build an agency completely

5:50:22

based on client acquisition. And what I

5:50:24

mean by like an agency based on client

5:50:26

acquisition is that

5:50:30

it's what happens when you focus all of

5:50:32

your efforts on just signing clients. So

5:50:35

you focus on booking appointments, you

5:50:37

focus on closing deals, but you just

5:50:40

don't even have a product. And in the

5:50:42

beginning, I recommend this just so you

5:50:44

can get your foot in the door sort of.

5:50:48

But you have to work on the, you know,

5:50:50

you have to work on the product. You

5:50:52

can't just do this forever.

5:50:54

And the thing is is that

5:50:57

you will spend so much money on client

5:50:59

acquisition. You'll spend so much money

5:51:02

on appointment setters and ads and sales

5:51:04

teams and all these things that all your

5:51:08

effort will go to getting the clients

5:51:09

instead of actually keeping the clients

5:51:11

happy and profitable,

5:51:14

which is arguably more important because

5:51:16

it is so much easier to make more from a

5:51:19

client that stays with you than to sign

5:51:20

a whole new one. And this is what

5:51:22

happens when you overpromise and

5:51:24

underdel. You will never keep your

5:51:26

clients. Your LTV will be extremely low.

5:51:29

And we'll cover this further on in this

5:51:31

video. And so, as a family member of

5:51:34

this program,

5:51:36

you cannot do this,

5:51:38

okay? We're going to combat the churn

5:51:40

and burn mentorships that give you

5:51:42

short-term cash, 0 to 10k, 0 to 20k in

5:51:46

three week, whatever, and unhappy

5:51:48

clients and help you build a real

5:51:50

successful business that actually lasts.

5:51:52

We will help you build a real business

5:51:54

that doesn't overpromise

5:51:56

and underdel. One that provides a real

5:51:58

ROI for you and your clients, and one

5:52:01

where people actually want to refer you

5:52:03

to others. I got a referral literally

5:52:06

like two days ago.

5:52:09

And this will take more time. So, I do

5:52:11

need you to be patient and remember that

5:52:14

we're doing things the right way.

5:52:17

You're able to make quick cash with this

5:52:18

program. It's true. But you're also able

5:52:22

to make long-term exponential cash, and

5:52:26

that's the most important thing to me.

5:52:28

So, we've covered a little bit about

5:52:30

like the importance of fundamentals, but

5:52:32

we've never really covered what they

5:52:33

actually are. Multi-disiplinary

5:52:36

thinking. What are what are

5:52:38

fundamentals? Fundamentals are

5:52:40

principles, theories or concepts that

5:52:42

help us as entrepreneurs understand

5:52:44

reality. Fundamentals are all derived

5:52:47

from disciplines. Here's an example of

5:52:48

what I mean by disciplines and

5:52:50

fundamentals. A discipline might be

5:52:52

psychology. A fundamental might be

5:52:54

classical conditioning. A discipline

5:52:56

might be evolutionary biology. A

5:52:58

fundamental might be natural selection.

5:53:01

So essentially these fundamentals are

5:53:04

concepts, ideologies, theories,

5:53:07

principles that all come from basically

5:53:09

a discipline. Psychology, evolutionary

5:53:12

biology, economics, etc. Like we'll

5:53:15

cover all the disciplines later on in

5:53:16

this video of what you need to succeed.

5:53:18

But if you want to be able to think in

5:53:20

disciplines and multidisciplinary think,

5:53:23

so to speak, here is how to begin to

5:53:25

multi-disiplinary think. So the first

5:53:28

thing you want to be is more curious.

5:53:29

So,

5:53:31

always be open to different ideas and

5:53:34

concepts and be curious about like a lot

5:53:36

of different subjects and fields. You

5:53:38

know, the way people go wrong with this

5:53:40

is that they think like, "Oh, science is

5:53:42

BS. I'm an entrepreneur. Math is stupid.

5:53:46

I was in school. Math is stupid." But

5:53:49

psychology is BS. It's like history.

5:53:51

Okay, all of this stuff, these beliefs

5:53:54

and these thought patterns will crush

5:53:55

you because a lot of the things that

5:53:58

allow us to succeed like the strategy

5:54:00

and stimuli that build the successful

5:54:02

systems

5:54:03

come from these disciplines. How do you

5:54:06

think that we know to test and iterate?

5:54:09

Where do you think that comes from? It

5:54:10

comes from the discipline of scientific

5:54:12

thinking. We need to be curious and we

5:54:15

need to pursue interdisciplinary

5:54:16

learning. So like try to always be

5:54:19

learning everywhere you go, everywhere

5:54:22

you are. Find more opportunities to

5:54:24

learn. Take courses, read books and

5:54:27

subjects. I actually have books

5:54:30

about EV. I literally have a book about

5:54:33

obviously both of these, but a lot more.

5:54:36

And the reason is is because if you

5:54:39

never stop learning

5:54:41

then you can continue to continue to

5:54:44

multi-disiplinary think and it will

5:54:45

really pay you a lot of money. The third

5:54:47

thing you do is understand. So like look

5:54:49

for connections between different

5:54:50

fields. Identify concepts that can be

5:54:52

applied across disciplines. Fourth thing

5:54:55

is read. Read more. Like literally read

5:54:57

more. Bible books articles research

5:54:59

papers from a bunch of disciplines.

5:55:02

Dialogue. So seek out conversations with

5:55:04

people from different fields. You know

5:55:07

this is why I love the concept of school

5:55:09

and not only you know Sam Oven school

5:55:12

but I mean like actual school. You

5:55:15

expose yourself to so many different

5:55:17

ideas and viewpoints

5:55:19

and maybe not too many alternative

5:55:22

viewpoints. They're all kind of on the

5:55:23

same, you know, wavelength there. But if

5:55:27

you seek out conversations with people

5:55:28

from different fields like it will open

5:55:32

your mind to new ideas and you'll be

5:55:34

able to start to see through some

5:55:36

disciplines like this. So another thing

5:55:39

that I love to do is attending

5:55:41

masterminds.

5:55:43

So this would be you know conferences,

5:55:45

masterminds, seminars, things that cover

5:55:48

topics like beyond your primary area of

5:55:52

interest. like you know I'll even attend

5:55:54

like live calls and masterminds from you

5:55:56

know sales groups um which obviously

5:55:59

this is a big focus of mine but even

5:56:01

things that aren't like for example in D

5:56:03

Daniel Dalen's school group I've

5:56:05

attended e-commerce you know chats and

5:56:07

masterminds just to try to understand

5:56:09

like how they think where a lot of their

5:56:13

ideas and fundamentals are and what they

5:56:15

are what disciplines they come from just

5:56:17

to develop myself as a better thinker

5:56:20

basically number seven is develop

5:56:21

systems thinking We will cover this

5:56:23

discipline in this video. Systems

5:56:24

thinking is one of the most important

5:56:26

disciplines that we'll cover.

5:56:28

Understand? So just looking for

5:56:30

connections between these different

5:56:32

fields, you know, but more or less just

5:56:34

becoming good at, you know, taking in

5:56:36

information.

5:56:38

So you know identifying principles,

5:56:40

methodologies, theories, just looking

5:56:42

for those fundamentals. And then the

5:56:43

last thing is creativity. like stop

5:56:45

copycatting,

5:56:46

stop, you know, following suit and just

5:56:50

start thinking outside of the box, you

5:56:52

know? I think that's really important.

5:56:54

But yeah, like this is not the end all

5:56:57

be all, but it's really important to

5:56:58

begin

5:57:00

to try to multi-disiplinary think just

5:57:02

so you can start to see things from

5:57:04

multiple angles because like over enough

5:57:06

time, if you can learn to kind of think

5:57:08

in this way, think through disciplines

5:57:11

and fundamentals and find connections

5:57:13

and just constantly be learning more and

5:57:16

more and more, you'll find that growing

5:57:18

as an entrepreneur will become that much

5:57:20

easier. Entrepreneurs toolbox. So as

5:57:23

entrepreneurs we use fundamentals like

5:57:25

Legos. Our business is made of systems

5:57:28

and we use fundamentals to build these

5:57:30

systems by developing stimuli and

5:57:32

strategy right and we have to learn to

5:57:35

think multi-disiplinary and think in

5:57:37

disciplines.

5:57:38

Okay so like there is you know two major

5:57:40

types of fundamentals. Shout out same

5:57:42

ovens universal fundamentals and

5:57:44

cognitive fundamentals. So, so strategy

5:57:48

basically comes from universal

5:57:50

fundamentals and stimuli comes from

5:57:52

cognitive. So, in universal

5:57:54

fundamentals,

5:57:55

these are disciplines like physics,

5:57:57

chemistry, natural and evolutionary

5:58:00

biology, economics, etc. And these are

5:58:04

what allow us to make effective

5:58:05

strategies.

5:58:07

Okay? So, strategies come from these

5:58:09

disciplines. and stimuli. So basically

5:58:12

triggering someone to do something comes

5:58:15

from cognitive fundamentals. So that's

5:58:17

like you know psych disciplines like

5:58:20

psychology, reason, cognition

5:58:23

and those are what allow us to make

5:58:26

effective stimuli. If we combine the

5:58:28

two,

5:58:29

understand these disciplines and these

5:58:32

disciplines were able to make effective

5:58:34

strategy and stimuli.

5:58:37

Okay,

5:58:39

which will in turn allow us to create a

5:58:42

successful system.

5:58:45

This sounds crazy and it should

5:58:49

because to b to get clients essentially

5:58:53

we have to learn these things and to

5:58:55

learn these things we have to learn

5:58:57

these things. So let's talk about

5:58:59

learning fundamentals. Learning

5:59:01

fundamentals is not to be over

5:59:03

complicated. Um I don't want to over

5:59:06

complicate this because it shouldn't be.

5:59:09

You know in grade school and college we

5:59:11

learn a ton of fundamentals and but we

5:59:14

never really realize the value of them.

5:59:16

You know the main way is through

5:59:19

studying. You know it's you know similar

5:59:22

to grade school and college like we

5:59:23

learn fundamentals by studying them. So

5:59:26

like anything else studying and learning

5:59:28

is a skill we can improve at. I've

5:59:30

actually took the time to learn the best

5:59:32

ways possible to study

5:59:35

um that I want to give to you guys

5:59:38

because if you start doing this stuff

5:59:39

man like you will crush everyone

5:59:43

and the first way to study effectively

5:59:45

is using spaced repetition and the

5:59:47

second is active recall. Like this seems

5:59:50

extra, you know, like this is a course

5:59:52

on how to build an agency, not a course

5:59:54

on how to succeed in school. But if you

5:59:57

can effectively learn how to study,

6:00:00

remember, learn, and do all of this

6:00:05

in the hopes of learning more

6:00:06

fundamentals, you will crush it.

6:00:10

Like you will literally be at like 200k

6:00:13

a month and you'll be like, "Oh." And

6:00:15

it'll it'll be like three years from now

6:00:16

and you after focusing on fundamentals

6:00:18

and you'll be like oh I'm at 250k a

6:00:20

month thanks own. You know it's like

6:00:23

it's just how it works. So I will teach

6:00:26

you some disciplines in this video now

6:00:28

that you guys understand that

6:00:29

disciplines are like psychology reason

6:00:31

cognition physics chemistry natural

6:00:32

selection or not natural selection

6:00:35

natural evolutionary biology etc. Um

6:00:38

even like systems thinking is a

6:00:39

discipline as well. Um,

6:00:42

scientific thinking is also discipline.

6:00:45

I will cover those in this video, but we

6:00:48

will save some of the universal

6:00:51

fundamentals and also a few cognitive

6:00:53

ones for a future video. To actually use

6:00:55

these methods, here's how to do it. But

6:00:57

before we go over that, I just want to

6:00:59

make sure you guys know that like this

6:01:02

will pay you millions of dollars.

6:01:05

Like I promise if you stay consistent

6:01:09

with this and you constantly iterate,

6:01:12

you constantly learn, you constantly

6:01:13

grow over enough time, this information

6:01:17

that's in this video right now will pay

6:01:20

you millions of dollars. I promise. So

6:01:24

the first one here of learning how to

6:01:26

study better is spaced repetition. Now

6:01:29

it's a learning technique that basically

6:01:31

helps you retain information from a

6:01:34

longer term by reviewing material at

6:01:35

like increasing intervals. So like

6:01:38

basically reinforcing the knowledge

6:01:40

instead of just cramming a bunch in. So

6:01:44

what this means is

6:01:47

reviewing difficult terms today and

6:01:50

easier ones next week instead of

6:01:51

cramming them all at once. So what's

6:01:55

good like for example if you were to use

6:01:57

this in this program for example and you

6:01:58

take notes on all these videos then you

6:02:01

would basically

6:02:03

have lists of basically terms and

6:02:07

concepts and ideas and essentially you'd

6:02:09

ask yourself like do I know this do I

6:02:12

not do I know this or not and then you

6:02:13

just do that for every single thing and

6:02:15

it's like if I already know this stuff

6:02:17

like really really well then I'm going

6:02:20

to go over in like 4 days from now you

6:02:22

know throw it in war map for 4 days from

6:02:24

now. But for now, I don't really

6:02:26

remember this and understand this. So,

6:02:28

I'm going to study and work on that now.

6:02:30

Okay.

6:02:31

So, that is what space repetition is. An

6:02:33

active recall is, you know, deliberately

6:02:35

retrieving information such as answering

6:02:37

open-ended questions instead of just

6:02:39

like passively reviewing.

6:02:42

So, the best way to improve your memory

6:02:44

and retention through certain concepts

6:02:46

and learning them is to like instead of

6:02:50

just re-watching these videos and

6:02:52

scrolling through the PDFs or scrolling

6:02:54

through your notes is to write down on a

6:02:57

blank piece of paper everything that you

6:02:59

remember from your memory and then check

6:03:02

your notes for accuracy. And there's a

6:03:05

reason why so many entrepreneurs are

6:03:06

obsessed with whiteboards. And I think

6:03:08

that this is the reason why is because

6:03:11

we will go ahead and watch a video on a

6:03:14

concept or understanding, take all the

6:03:16

key points from it, remember them, and

6:03:19

then throw them all down on a whiteboard

6:03:23

essentially without like watching the

6:03:25

video or going over any resources. And

6:03:28

this will just really reinforce what we

6:03:30

know. For example, what most teachers

6:03:31

preach when studying for a big test or

6:03:34

exam is to go on a whiteboard, like a

6:03:36

giant whiteboard, and just write down

6:03:38

everything that you know.

6:03:40

And it's the same way here. Although

6:03:43

we're not studying for a test, we're

6:03:45

making millions of dollars. So now,

6:03:47

let's cover material.

6:03:49

Now, you're probably under like thinking

6:03:51

right about now like where do we learn

6:03:53

these disciplines? Where do we find

6:03:55

these fundamentals? and we do it through

6:03:58

books, textbooks, classes, courses,

6:04:02

videos, etc. This sounds crazy to

6:04:05

someone that doesn't understand

6:04:06

fundamentals, but when I wanted to

6:04:09

improve at building like solid stimuli,

6:04:11

especially for cold email, I had to

6:04:14

understand

6:04:15

better how the mind works. Like I

6:04:18

literally started studying, and this was

6:04:20

literally like

6:04:22

two years ago. I began studying the

6:04:25

cognitive bias co codecs. Like I had it

6:04:28

bookmarked and every day after school I

6:04:31

would just like go through a ton of

6:04:33

horistics just so I could understand why

6:04:37

people do things. And because of that

6:04:40

and because of learning all those

6:04:42

horistics like I was able to easily make

6:04:44

stimuli that had really really good open

6:04:46

rates and really really good appointment

6:04:48

booking rates. I mean it sounds insane

6:04:50

but this is where this stuff comes from.

6:04:53

Another example, when I wanted to

6:04:54

improve at making just better decisions

6:04:56

in general and building effective

6:04:58

strategy and iterating properly, like I

6:05:01

bought this [ __ ] book and I just read

6:05:05

a bunch of it. It's a giant book. I've

6:05:07

not read all of it. Just to take and

6:05:09

skim and take the most, you know,

6:05:11

important ideas and fundamental concepts

6:05:13

and theories u from natural selection

6:05:16

just by learning and studying parts of

6:05:19

this book. While I took this picture, I

6:05:20

was literally sitting in the library

6:05:22

reading it. Paradigm intro. So early in

6:05:26

this video, I mentioned that I need, you

6:05:28

know, I need to teach you how to see and

6:05:30

think and how to build and how to track

6:05:32

and grow. Paradigm is the key to seeing.

6:05:36

This is the first aspect of all of these

6:05:38

parts. And the rest of this video is,

6:05:41

you know, dedicated to teaching key

6:05:42

disciplines for how to think and how to

6:05:45

build. And towards the end, I go over

6:05:47

scaling. So like how to track and how to

6:05:49

grow um especially through systems and

6:05:52

feedback. But let's start off with how

6:05:55

to see. So what is a paradigm? I'm sure

6:05:58

you've heard this video and if you

6:05:59

haven't, this is probably one of the

6:06:01

most important words ever. Paradigm is

6:06:04

the lens through which we see. It's

6:06:06

basically how we see something. And

6:06:09

this is and will be one of the most

6:06:12

important ideas in all of business. And

6:06:14

most people don't even know what it

6:06:16

means. People see business and SMMA as

6:06:19

like a discipline, which it is not. It's

6:06:23

a makeup of many different disciplines,

6:06:25

and this is how you need to see it. If

6:06:27

you're struggling to grow your agency

6:06:29

and you're finding that it's not really

6:06:31

growing with ease, you're not really

6:06:33

getting the results you need to get,

6:06:35

then chances are that your paradigm

6:06:37

needs some work.

6:06:40

And we will cover how to improve your

6:06:42

paradigm in the mindset module. But

6:06:47

for now, I just wanted to introduce you

6:06:49

guys to what a paradigm is. Like you

6:06:52

should have an idea of a of of what my

6:06:54

paradigm consists of just by like going

6:06:57

through this these parts right here

6:06:58

about disciplines. But I will reveal it

6:07:01

at the end of this video. But for now,

6:07:03

we need to understand some key

6:07:05

disciplines. You know, trust the

6:07:06

process. All of these disciplines and

6:07:08

fundamentals will pay you millions. I

6:07:10

promise. But we're going to go over some

6:07:13

disciplines. So the first discipline

6:07:14

we're going to go over is scientific

6:07:16

thinking. So the first discipline I want

6:07:18

to teach you guys is scientific

6:07:20

thinking. Just so we can go over more on

6:07:22

how to think. Now when we make

6:07:24

decisions, we have to think like a

6:07:26

scientist.

6:07:28

Nothing you do when building an agency

6:07:31

should ever feel like a guess. And the

6:07:34

goal for this discipline is to just

6:07:36

teach you

6:07:38

how to test effectively, how to iterate

6:07:41

properly, so no matter what decisions

6:07:43

you make, you can constantly grow and

6:07:47

eventually yield exponential growth in

6:07:49

results.

6:07:50

So what is scientific thinking?

6:07:53

Right? A long time ago, pre 500 B.CE,

6:07:56

humans used, you know, use trial and

6:07:58

error to survive. um such as figuring

6:08:01

out what plants were edible, how to

6:08:02

hunt, how to predict, how to predict the

6:08:04

seasons, etc. And the Greeks, especially

6:08:08

Aristotle, introduced logical reasoning,

6:08:11

but true experimentation came about

6:08:14

during the Islamic Golden Age in the

6:08:15

Renaissance. And the scientific method

6:08:18

was then refined by Galileo

6:08:21

um emphasizing empirical testing. Newman

6:08:23

cemented the scientific method as a

6:08:25

predictable system and um ever since it

6:08:29

has been proven to be reliable and today

6:08:31

scientific thinking like

6:08:34

pretty much drives all datadriven

6:08:36

decisions you know in every field

6:08:38

whether it's business, medicine,

6:08:39

engineering, technology, policy etc.

6:08:42

Scientific thinking allows us to

6:08:44

predictably build a successful business.

6:08:46

So like it would be pretty silly for us

6:08:50

to not take full advantage of it. You

6:08:52

know what I mean? And here's what the

6:08:54

scientific method actually looks like.

6:08:57

Step one is you build an hypothesis

6:09:00

or like an educated guess. And step two

6:09:03

is you test it. Step three is you

6:09:06

observe the feedback. And then step

6:09:07

four, you iterate the hypothesis and

6:09:09

build a new one. Right? This is the

6:09:12

scientific method. Now before you even

6:09:16

think to use the scientific method,

6:09:19

you have to make an observation and

6:09:20

identify an straight problem right you

6:09:24

can't really build an hypothesis to you

6:09:26

know fix something or improve something

6:09:28

if you don't even have a thing. So the

6:09:31

first step again building hypothesis. So

6:09:33

it's essentially just making an informed

6:09:35

guess on which variables will achieve

6:09:36

the ideal outcome, right? And then when

6:09:39

you test it, you simply just turn those

6:09:41

variables into stimuli and you expose

6:09:44

this to a bunch of humans in your niche.

6:09:47

Step three, observing feedback. You

6:09:49

simply just collect the data and observe

6:09:51

the effectiveness of all those variables

6:09:53

that made up the stimuli. And then step

6:09:55

four, you simply reiterate the

6:09:56

hypothesis. So you use the feedback and

6:09:59

data that you've gotten to adjust and

6:10:02

slightly change the variables and make

6:10:04

another informed guess and then repeat.

6:10:07

If you do this over and over and over

6:10:09

and over and over again in everything in

6:10:11

your life, you will succeed in all

6:10:13

aspects of your life. It's pretty cool.

6:10:16

And

6:10:18

like even like content, even YouTube,

6:10:20

even health, even fitness, like

6:10:23

relationships, just every aspect of your

6:10:26

life, if you take this scientific

6:10:29

approach to it, you will have no choice

6:10:32

but to succeed insane amounts.

6:10:35

This is how the greats think. And if you

6:10:38

don't believe me, like I use this in

6:10:40

every aspect of my life, you know, my

6:10:42

health, my content, my relationships,

6:10:44

not just my business. If you keep doing

6:10:46

this process, you'll succeed in

6:10:47

outreach, you'll succeed in your

6:10:48

funnels, you'll succeed in your content,

6:10:50

you'll succeed in your client results,

6:10:52

you'll succeed in pretty much

6:10:53

everywhere. And so,

6:10:55

um, I just want to preface though that I

6:10:57

won't just leave you with, you know, a

6:10:59

list of things to keep in mind. So, then

6:11:01

you have to constantly rewatch the

6:11:03

aspects of this video when, you know,

6:11:05

making tests and using the scientific

6:11:06

method. I'm going to give you a resource

6:11:08

after we go over the rest of this

6:11:10

discipline that can help you conduct

6:11:12

tests. So every time you create a new

6:11:16

hypothesis and you test it, you observe

6:11:18

and you iterate,

6:11:20

basically you can use the resource below

6:11:23

and organize them. So then you can keep

6:11:24

track of the constant growth. It's super

6:11:27

super valuable and I wish I had this

6:11:29

when I was building mine. Now what's

6:11:32

cool about this is I use this and you do

6:11:35

this naturally without even

6:11:38

um without even thinking about the

6:11:39

steps. For example, I record a shot of,

6:11:45

you know, me running on a treadmill for

6:11:46

a video and I basically test out how it

6:11:50

looks. I observe [snorts] that, you

6:11:52

know, it didn't do that well. So, I

6:11:54

reiterate and I do it again. And I do

6:11:57

this again and again and again,

6:11:58

especially with color grading. And so, I

6:12:00

went from making content look like this

6:12:03

to looking like this.

6:12:06

And

6:12:09

that's what's so cool is that you can

6:12:10

use this in every aspect of your life.

6:12:12

Like for example, I've done the same

6:12:14

thing with making hypothesis about cold

6:12:17

SMS scripts. And by reiterating and

6:12:21

improving, you know, and making another

6:12:23

hypothesis and another hypothesis, I was

6:12:25

able to constantly improve my ABR from

6:12:28

0.6%

6:12:30

to 4.5% over the course of three months.

6:12:34

And I don't know, you guys might not

6:12:37

understand how cold SMS works yet, but

6:12:39

you can send like a thousand a day. You

6:12:42

know what I mean?

6:12:44

So that's the power of the scientific

6:12:46

method. So let's go into more depth

6:12:49

about each part of these processes

6:12:51

because they are a little bit more

6:12:52

in-depth. Again, remember that I will

6:12:55

give you a resource towards the end of

6:12:57

this video that will help you, you know,

6:13:00

conduct these tests and

6:13:03

use this effectively because for now it

6:13:05

might seem like I'm just throwing a

6:13:07

bunch of information at you, but just

6:13:08

know that that's not the case.

6:13:11

So again, step one, building your

6:13:13

hypothesis.

6:13:15

So the definition of a hypothesis is

6:13:17

basically an educated guess. And there

6:13:21

is a way to do this that you know pretty

6:13:23

much eliminates guesswork as much as

6:13:26

possible which is our goal. And the way

6:13:29

to do that is to first identify the main

6:13:31

variables. So the variables that we

6:13:34

identify determine the stimuli that we

6:13:36

use. So we need to determine the one or

6:13:39

two key variables that make up the

6:13:41

stimuli that we're testing. So for

6:13:44

example,

6:13:45

if we are testing the stimuli of a cold

6:13:49

calling script, then the variables could

6:13:51

be like the pitch and the opener, right?

6:13:54

And so that's what we're testing. So we

6:13:56

just need to first identify what

6:13:57

variables can like actually make up that

6:14:00

stimuli. If you're doing cold email,

6:14:01

then it would be um the subject line

6:14:05

as well as,

6:14:08

you know, the header, the body, right?

6:14:10

Or if you're doing paid ads, then it

6:14:13

will be, you know, the hook and the body

6:14:15

and the CTA. And so you just need to

6:14:18

identify the main variables first.

6:14:21

Then when you build that hypothesis, you

6:14:23

also need to set clear metrics and KPIs.

6:14:26

So figure out like the primary and

6:14:28

secondary metrics in order to measure

6:14:30

the performance. So the primary metric

6:14:33

being like the direct metrics and the

6:14:35

secondary being the offspring. So for

6:14:36

example, let's say you're running a cold

6:14:38

calling test. you're trying to make, you

6:14:40

know, your ABR a little bit higher and

6:14:42

you have variables such as your script

6:14:43

determined, but you need to set clear

6:14:45

metrics. So, you conclude that your

6:14:47

pitch rate or PR KPI is 10%. Which let's

6:14:52

say that's the primary metric and

6:14:55

because it happens first and then the

6:14:57

second metric in this, you know, in this

6:14:59

example would be your ABR. That's your

6:15:01

secondary offspring metric, your point

6:15:03

booking rate. And so you might be asking

6:15:05

yourself like why is ABR considered

6:15:07

secondary if that's usually the most

6:15:09

important metric? It's because if the

6:15:12

second metric is in KPI then you do not

6:15:16

worry about the primary metric. Okay,

6:15:18

the primary metric is always usually

6:15:20

first and the secondary is what comes

6:15:22

from the result.

6:15:24

And

6:15:26

if you have, you know, a 3% ABR or

6:15:29

whatever is considered KPI, you know,

6:15:31

the key performance indicator, then no

6:15:34

matter what your pitch rate is, it

6:15:38

doesn't matter.

6:15:41

You don't have to touch your pitch rate.

6:15:43

And we'll go into more decision-making

6:15:46

processes soon. The next thing you need

6:15:47

to do when you build a hypothesis is to

6:15:50

determine your sample size and your test

6:15:52

duration.

6:15:55

Once again, let me just remind you guys

6:15:56

that this is all going to be in a

6:15:58

resource that's really easy to

6:16:00

understand so you can effectively make

6:16:02

tests.

6:16:04

But before we determine our sample size

6:16:06

and test duration, you need to

6:16:07

understand the fundamental regression of

6:16:09

the mean,

6:16:10

which is a fundamental that is rooted in

6:16:12

the discipline of statistics,

6:16:15

a concept that a lot of people in school

6:16:16

take and think it's pointless.

6:16:18

Regression of the mean is the tendency

6:16:20

of results that are extreme by chance on

6:16:22

the first few measurements. If that

6:16:24

doesn't make any sense, basically

6:16:29

the results from the test

6:16:33

are either extremely high or extremely

6:16:35

low compared to on average.

6:16:39

And the only way to move closer to the

6:16:42

actual average is to measure the test

6:16:45

more frequently. So let's go through

6:16:47

some examples. But regression the mean

6:16:49

can work for you or against you. Like

6:16:50

let's say you take 25 sales calls and

6:16:54

you expect that your close rate is you

6:16:56

know 20%.

6:16:58

But you've taken 25 sales calls and you

6:17:00

haven't closed a single one. Regression

6:17:03

to the mean states because that's

6:17:06

extremely low than compared to what

6:17:08

you're what you expect the average to be

6:17:10

which is about 20%. But regression the

6:17:12

mean states that like you could close

6:17:14

the next five in a row and that would

6:17:17

accurately reflect your close rate.

6:17:20

That's what's so crazy, you know, about

6:17:22

this process of building an agency and

6:17:24

building a business is that regression

6:17:26

to the mean discourages people and

6:17:29

they'll have this happen where they

6:17:30

take, you know, like 24 sales calls and

6:17:33

then they just they quit and it's like

6:17:36

they're just too impatient to understand

6:17:38

that like until you take 30, which is

6:17:42

the rule for sales calls to understand

6:17:44

your clo to like actually have a valid

6:17:46

close rate. Like you don't know. You

6:17:49

could close the next five or six. Like

6:17:51

you just don't know. Another example of

6:17:53

this is like if you close your first two

6:17:56

sales calls, you assume that you have a

6:17:58

100% close rate, right?

6:18:01

False.

6:18:02

You have to wait until you've taken 30

6:18:04

calls to determine your close rate. Now,

6:18:06

for outbound and client acquisition,

6:18:08

there's pretty much two numbers that we

6:18:09

need to keep in mind. It's 30 and then

6:18:12

300. 300 is for outbound and then 30 is

6:18:16

for sales calls. to actually have a

6:18:18

valid metric that has gone through the

6:18:21

process of regression to mean you need

6:18:23

to have enough volume.

6:18:25

For example, if you have if you've taken

6:18:27

10 sales calls and you've closed one,

6:18:30

your close rate is not 10%. You will

6:18:33

only know your close rate once you've

6:18:35

taken 30 calls.

6:18:37

And it's the same way goes with outbound

6:18:39

and metrics like that. So, for example,

6:18:41

if you book zero appointments and 100

6:18:43

cold calls, it could still be regression

6:18:46

to the mean. Or if you call 300, you

6:18:49

could book five to 10 and be in KPI. So,

6:18:51

I hope that this is making sense so far.

6:18:54

But what's most important is that you

6:18:55

have a big enough sample size in a test

6:18:58

for it to be a valid test.

6:19:01

Like otherwise, you'll do 50 cold calls

6:19:03

in a day. You'll say, "Fuck this. I

6:19:05

didn't even book any appointments."

6:19:06

which is complete BS and irrationality

6:19:08

because you haven't even conducted a

6:19:10

full test, which would be 300 cold

6:19:12

calls. So, we have to prevent this. You

6:19:16

don't have to do this on a day-to-day

6:19:17

basis. You can always split it up and do

6:19:20

50 a day, but just know that it will

6:19:22

take six full days for you to complete

6:19:26

one test. And you could have a test that

6:19:29

doesn't do well and you your ABR could

6:19:30

go down. And so, that's why I recommend

6:19:33

that high volume approach. so so much.

6:19:37

That's the reason why cold SMS is so

6:19:39

overpowered because you can easily send

6:19:41

300 cold SMS a day and do a test every

6:19:43

single day. But we will cover more about

6:19:46

irrationality later in this program, not

6:19:48

in this video specifically. So sample

6:19:51

size, once again, we have to determine

6:19:53

our sample size for whatever test we're

6:19:55

conducting. And we're still, by the way,

6:19:57

we're still on the stage of building a

6:19:58

hypothesis.

6:20:00

For outbound, you have to have at least

6:20:02

300 touches for a successful test. Uh

6:20:06

for sales, you have had to at least

6:20:08

conduct had 30 conducted calls, not 30

6:20:10

bookings, 30 conducted calls. And that's

6:20:14

pretty much the only type of tests that

6:20:15

you'll need to conduct for now. So those

6:20:18

will be your sample sizes. So once you

6:20:22

determined whether you're doing a sales

6:20:23

test or some kind of outbound, we have

6:20:26

to determine the test duration. You

6:20:28

know, some processes need time and

6:20:30

that's why this is so important to give

6:20:32

them enough time. For example, like if

6:20:34

you send 300 cold SMS and you track your

6:20:37

metrics right away and you don't really

6:20:39

allow proper time for like people to

6:20:41

actually respond and follow-ups to come

6:20:43

through, like that means you didn't give

6:20:45

the test um enough time and duration. So

6:20:50

with every single system in test

6:20:53

there is latency

6:20:55

which is essentially the time you wait

6:20:57

to get the result. So it's crucial that

6:20:58

you allow proper time for each test and

6:21:01

you make sure each variable is accounted

6:21:03

for. Like do not judge test results

6:21:06

prematurely directly after finishing the

6:21:09

test but when the set test duration has

6:21:13

been completed. So,

6:21:16

for example, like let's say you send 300

6:21:19

cold emails over the course of 3 days,

6:21:22

right? You do 100 a day for 3 days. And

6:21:26

right after you're done sending the 300,

6:21:29

you track your metrics and you've gotten

6:21:32

five positive replies, one appointment

6:21:34

has been booked. But then in your actual

6:21:38

outbound process, there's seven

6:21:40

follow-ups that go to each person over

6:21:42

the course of the next 2 and 1/2 weeks.

6:21:45

The proper way to do this test is to

6:21:47

have the test duration be set for 2 to 3

6:21:51

weeks or however long it takes for the

6:21:52

follow-ups to come through. Then at the

6:21:55

end of all of that, track your metrics

6:21:58

and that would be considered a

6:22:00

successful test

6:22:03

because you've had a proper sample size.

6:22:05

You've sent 300 emails. You've had a

6:22:08

proper test duration. So, it's had

6:22:09

enough time to go through all the

6:22:10

process. And that's how it's done. Just

6:22:14

remember to not judge test results

6:22:15

directly after. Just make sure you give

6:22:18

things time. So, the last portion of

6:22:20

building your hypothesis, which is the

6:22:22

first step of the scientific method,

6:22:24

is to make sure the test is focusing on,

6:22:27

you know, the variable you're assessing.

6:22:32

What I mean by that is just making sure

6:22:33

the test is airtight. You have to focus

6:22:36

on a certain variable that you're

6:22:38

assessing. Like simply just ask yourself

6:22:40

like what could go wrong here and fix

6:22:43

everything that could possibly go wrong

6:22:44

and influence bad results in the test.

6:22:46

Like if your funnel isn't protected,

6:22:48

there's a chance that people will click

6:22:49

on it from ads and go to convert, but

6:22:50

the website won't even load for them. If

6:22:52

your booking calendar has a website

6:22:53

element blocking the schedule button,

6:22:55

people won't be able to book

6:22:56

appointments no matter what you do. This

6:22:58

happened to me. It was rough. I spent

6:23:01

probably 5k on ads before I even

6:23:02

realized. But yeah, just make sure that

6:23:05

the test is solely focused on the

6:23:07

variable you're assessing,

6:23:10

you know, and in statistics like there's

6:23:12

a lot about this, you know, making sure

6:23:16

that your tests are conducted properly,

6:23:19

but constants are essentially the

6:23:22

aspects that affect the test results

6:23:24

that we have to keep the same so we can

6:23:26

test a certain variable. Like I said,

6:23:28

the last thing is to

6:23:32

ensure that you're focusing like

6:23:34

specifically on the variable you're

6:23:35

assessing, right? The variable, the one

6:23:38

thing. And constants are things that

6:23:42

don't change in a test. So, we can test

6:23:45

something that will change. For example,

6:23:47

like if you're doing cold SMS and you're

6:23:49

testing out some scripts, your phone

6:23:52

number should not change. But what would

6:23:54

change there? because you're not

6:23:57

because you're trying to test it would

6:23:58

be your script. So basically what I mean

6:24:01

is that we have to make sure that

6:24:03

everything stays the same except one

6:24:05

variable and that way we can actually

6:24:08

deem cause and effect like there are

6:24:11

constants in every single test. So we

6:24:13

have to define them here in the building

6:24:15

hypothesis stage. Otherwise we won't

6:24:18

even know what caused what in the test.

6:24:20

Like the only way to actually have cause

6:24:23

and effect is for everything other than

6:24:25

what we are testing the specific thing

6:24:27

is to remain the same. Like how can we

6:24:29

know what caused what if multiple things

6:24:31

changed.

6:24:33

We have to keep everything the same.

6:24:36

And so like you can never iterate more

6:24:39

than one variable at a time.

6:24:42

You know good decisions in business come

6:24:44

from good data. If you iterate more than

6:24:46

one variable at a time, then like the

6:24:47

data is [ __ ] and you have to start

6:24:50

over.

6:24:52

So like the key here is that if we want

6:24:54

to constantly grow, improve our booking

6:24:56

rates, close rates, and all kinds of

6:24:58

other metrics, we have to constantly

6:25:00

listen to the scientific method. And

6:25:04

again, the only way to do that is to

6:25:06

define the constants that we do not

6:25:08

change in the test.

6:25:10

So for example

6:25:13

to help you understand if we are sending

6:25:15

cold emails

6:25:17

testing email copy right that's what

6:25:20

we're testing is email copy so you know

6:25:23

the words that are in the actual email

6:25:25

we cannot send 300 emails you know

6:25:28

conduct the test 300 emails is enough

6:25:30

you know for the sample size so we did

6:25:32

that correct but then after we send 300

6:25:34

emails we didn't get good results so we

6:25:36

changed our profile picture our domain

6:25:38

our email copy our headline like you

6:25:41

change so many things that you will 100%

6:25:44

have to start over. I hope this makes

6:25:46

sense now. Like you can set the right

6:25:50

sample size, you can set the right test

6:25:51

duration, but if you don't define what

6:25:54

your constants are and you change

6:25:56

multiple things at once, then you never

6:25:57

know what caused what.

6:26:00

You could have had an open rate of like

6:26:02

5%

6:26:04

through these 300 emails and then

6:26:06

because you changed all this stuff, your

6:26:09

open rate could be like 1%.

6:26:12

And you don't even know what caused what

6:26:15

and so you can't even iterate and make a

6:26:17

new hypothesis based off those test

6:26:19

results.

6:26:21

That is the key. Like that is why having

6:26:23

constants is so necessary.

6:26:26

Once again, test one aspect at a time

6:26:29

and have everything else remain the

6:26:32

same.

6:26:34

Set version in this step of the process.

6:26:36

Set a version as well to, you know,

6:26:38

simply add like a V1 or V of X. Um, so

6:26:41

like V1, V2, V3 to keep track of the

6:26:43

test. So

6:26:46

before we go through the rest of the

6:26:48

scientific method, I want to show you

6:26:50

the testing database just so you can

6:26:51

understand how this would actually look.

6:26:54

So when you're actually conducting these

6:26:55

tests through the scientific method,

6:26:57

this is a spreadsheet that I've created

6:26:59

to basically help you do this. So

6:27:01

essentially, you choose the subject, you

6:27:04

set the test version, like we mentioned

6:27:05

here. We

6:27:09

establish the variables that make up the

6:27:11

stimuli. We establish the constants that

6:27:14

aren't going to change. We go over the

6:27:17

primary metric, which is the initial

6:27:18

metric of what's going to happen from

6:27:20

doing this test. the secondary metric

6:27:22

which is like the actual ultimate goal,

6:27:24

the sample size, the test duration,

6:27:27

um launched completed and the result.

6:27:30

And if it's in KPI or close to KPI, then

6:27:34

it's considered scalable and you don't

6:27:35

have to connect another test. All you do

6:27:37

is increase volume. Okay? Okay. And if

6:27:39

you think like this like a [ __ ]

6:27:40

scientist and you do this for every

6:27:43

single subject and test and you get to

6:27:45

the point where you're at like V15 or

6:27:47

something and you have like an insane

6:27:49

ABR that's like, you know, 5% and

6:27:51

scalable, it's like this is how you

6:27:54

succeed. But we'll cover over um

6:27:57

scalability more soon.

6:28:00

Um but I just wanted to bring this about

6:28:02

to you guys. So now that we've covered

6:28:05

building your hypothesis, let's go over

6:28:08

actually just testing your hypothesis,

6:28:09

which is pretty simple. So let's go to

6:28:12

the green. So actually test your

6:28:15

hypothesis. Like you've created it,

6:28:18

right? You have it in the database and

6:28:20

now it's time to actually test it out.

6:28:23

Running the test is a lot simpler to

6:28:25

understand than creating it. Maybe not

6:28:27

as easy to do, but simpler to understand

6:28:29

for sure. So all you do is launch your

6:28:32

test and let it run without touching it.

6:28:34

Launch those ads, send the messages,

6:28:36

send the emails, make the calls, do the

6:28:39

action required to test the hypothesis.

6:28:42

And do not touch it until it's done. Do

6:28:45

not make some irrational change out of

6:28:47

emotion.

6:28:49

Don't stop because you don't feel like

6:28:50

it. Fully finish the test,

6:28:55

okay?

6:28:56

And don't get 275 cold calls in and stop

6:29:00

the test because you understand that

6:29:01

regression of the mean could mean you

6:29:03

could book the last 15. You don't know.

6:29:07

So you have to fully complete the test.

6:29:10

You want to collect and track all of the

6:29:12

data. So every single day, track all of

6:29:15

your metrics. Make sure you do it

6:29:16

correctly. Let the test run its course

6:29:19

and consistently track the metrics.

6:29:21

Okay? Do not wait to do it all at once

6:29:25

at the end of the test. Otherwise, it

6:29:26

will become overwhelming and you won't

6:29:28

want to do it. So, track your metrics

6:29:30

consistently throughout every day.

6:29:32

And no matter how emotionally convincing

6:29:35

like it seems to make some change, some

6:29:38

irrational change early on,

6:29:41

please refrain from doing this. Just let

6:29:43

it complete. Otherwise, you'll have to

6:29:46

start over. So, that is the second step

6:29:49

in the scientific method. And the third

6:29:52

one is observing the feedback. Now,

6:29:55

similar to the last step, it is not as

6:29:58

complicated as building the original

6:30:00

hypothesis.

6:30:02

But to know whether or not a test is

6:30:04

actually completed, you have to go

6:30:05

through this checkbox um sequence here.

6:30:08

So

6:30:10

the first thing is that like nothing

6:30:12

serious went wrong, right? If you can

6:30:14

check that off, then you can move on to

6:30:16

the next one. The second one is that you

6:30:17

didn't touch it. So you didn't affect

6:30:19

anything. You didn't ruin the

6:30:20

consistency. you didn't alter and make

6:30:22

any irrational changes in the beginning.

6:30:24

The third thing in the checklist is that

6:30:26

you logged every day with accuracy all

6:30:28

of your metrics and make sure you

6:30:30

actually double check it. The fourth

6:30:32

thing is that you didn't change the

6:30:34

constants. So the things that you

6:30:35

decided that weren't going to change,

6:30:37

you didn't. And the final thing is that

6:30:40

you allowed the test to fully finish.

6:30:42

You let the duration and the latency go

6:30:44

on long enough where like the actual

6:30:46

test was completely complete. Right? All

6:30:48

right, if you can check all these five

6:30:49

things off, then that's how you know

6:30:51

you're done with the test. Now, you're

6:30:53

probably thinking right about now, like,

6:30:55

oh my gosh, we need to devise strategy

6:30:57

stimuli. We need to create systems. We

6:30:59

need to actually test the systems, make

6:31:01

them working, and then then we need to

6:31:04

actually cold call to run the systems

6:31:06

and test and like actually make the test

6:31:07

and do all this [ __ ] It's like yes, but

6:31:11

once you find the working stimuli

6:31:13

strategy and build a proper system, then

6:31:15

you simply just outsource it. remove

6:31:18

yourself from the process and

6:31:20

continuously make and improve and

6:31:22

iterate and that's how you compound like

6:31:24

that's how you grow exponentially.

6:31:27

So now that you know that everything is

6:31:31

accurately tracked and the test is

6:31:33

actually complete, we can compare the

6:31:36

results against like the KPI metrics

6:31:38

like what you set when you built the

6:31:39

hypothesis to see if the hypothesis

6:31:42

holds true. So you can ask yourself like

6:31:44

what were the metrics? what are the KPIs

6:31:46

for the metrics? So if we were to open

6:31:48

up the database once again

6:31:51

and when we actually create the test

6:31:53

before we launch it and complete it, you

6:31:56

will have a KPI that is the ideal um

6:32:01

primary and met primary and secondary

6:32:03

metric, right? And the test result will

6:32:06

result in a metric, right? And so

6:32:11

it's important here that you keep in

6:32:13

mind like what were the metrics right

6:32:15

where were the test results and then

6:32:16

what were the KPIs for the metrics right

6:32:20

and always focus on the secondary metric

6:32:23

because if it's slightly below KPI or a

6:32:26

KPI just scale it you know just increase

6:32:28

volume that's all you have to do so if

6:32:31

you do a cold SMS test and it's V1 and

6:32:34

you use the scripts that I give you and

6:32:36

you go through you fill in the things

6:32:37

that don't change like s for example the

6:32:40

you know the phone number the follow-up

6:32:43

message

6:32:45

the calling script

6:32:49

and

6:32:51

um you go through and you add the

6:32:53

variables and you set your you know your

6:32:55

KPIs and your metrics to be like you

6:32:58

know 3% ABR and you do 300 cold SMS

6:33:03

messages. You let the test go for, you

6:33:05

know, 48 hours to let the follow-up

6:33:07

messages send and people to reply and

6:33:10

you launch it. You send the 300 cold

6:33:12

SMS. You call, you let the test actually

6:33:14

go out through the duration. You don't

6:33:16

change the constants. You focus on the

6:33:18

variable. So like let's say you change

6:33:19

your variable as like the cold SMS

6:33:21

script which cons consists of like you

6:33:25

know an opener type like a pitch message

6:33:28

um um a bit of a CTA or whatever the

6:33:31

case may be. And this would be like your

6:33:35

positive reply rate, which let's say

6:33:37

it's like 10% your goal is. Okay, so

6:33:39

that's it. You made a test for cold SMS

6:33:41

and you launched it and you did it and

6:33:44

you hover over here and you check off

6:33:46

all the list of the things that I just

6:33:47

went over and everything went well. Then

6:33:50

you take it, you you know it's completed

6:33:52

and then you take the average and the

6:33:55

the secondary metric and you put it into

6:33:57

here. Let's say you got 3.5% ABR.

6:34:01

Okay,

6:34:03

then scale it. Okay, and what I mean by

6:34:05

that is don't conduct another chest.

6:34:07

Don't change a single thing. Do exactly

6:34:10

what you did again, but send it to more

6:34:12

people. So tomorrow instead of sending,

6:34:15

you know, 300 cold SMS or 150 or

6:34:17

whatever you did to complete the test,

6:34:20

double it, triple it, quadruple it, do

6:34:23

whatever you can because if it's

6:34:24

scalable, then simply just check it and

6:34:26

send more. Like that is all you have to

6:34:30

do and before you know it you'll have 20

6:34:32

appointments a day, right? Like it is

6:34:35

that easy and people don't understand

6:34:37

this. So this is the power of the

6:34:40

scientific method. The reason why you

6:34:41

want to increase volume so rapidly and

6:34:43

insanely and that's the reason why cold

6:34:45

calling is kind of low leverage if

6:34:46

you're doing it yourself is that you can

6:34:48

you have like a limit to what your

6:34:50

volume can be with cold email and cold

6:34:52

SMS. Like there is no limit to your

6:34:54

volume really. You can send out as much

6:34:56

as you want. And if you think there's a

6:34:58

limit because go high level set a limit

6:35:00

for you, make 10 more sub accounts. Make

6:35:04

20 more sub accounts. And there, trust

6:35:07

me, there is no limit if you work hard

6:35:08

enough. And also, just to preface, like

6:35:10

let's say your KPI is 3% and you get

6:35:12

like 2.5%. That's good enough. Just

6:35:15

scale it. Just take advantage of the

6:35:17

working, you know, stimuli strategy

6:35:18

because like it won't last forever. you

6:35:21

know, if you find that like you run the

6:35:23

system and you you know, throw like

6:35:26

10,000 leads through it and you know,

6:35:28

the ABR stands still for like the whole

6:35:31

time and stays pretty consistently good.

6:35:34

Like that is a huge win because you

6:35:37

don't have to constantly make changes

6:35:38

and always fight the losing battle of

6:35:40

finding a winning system.

6:35:42

Like instead you have one so use it and

6:35:45

take advantage of it. So make sure you

6:35:47

allow enough time though. for example,

6:35:49

you know, um, let the test fully run its

6:35:51

course. And some people don't think you

6:35:53

can scale unless you have like a 5% ABR

6:35:56

in cold calling. But like you can get to

6:35:59

six figures a year with a 2% ABR and 100

6:36:01

cold calls a day. And if you don't

6:36:03

believe me,

6:36:05

listen to this. But first of all, just

6:36:06

keep in mind that consistency is

6:36:08

everything. So, like if you do the math

6:36:10

and you do a 100 cold calls a day, a 2%

6:36:13

ABR for 22 days of the month, which

6:36:17

isn't even every day of the month, and

6:36:20

that will get you 44 bookings roughly.

6:36:23

It's two appointments a day. And let's

6:36:25

say you have a 50% show rate, which is

6:36:27

like pretty average. That'll give you 24

6:36:30

appointments in a month that you can

6:36:33

actually take, which isn't enough to

6:36:35

actually probably see your, you know,

6:36:37

your close rate. It'll probably take a

6:36:39

month and a week or two. But let's say

6:36:41

you have a 10% close rate. That'll give

6:36:44

you 2.4 clients a month. Do that every

6:36:47

month for the year and you have more

6:36:51

than 30 clients.

6:36:54

Like that is at least $30,000 a month

6:36:57

recurring.

6:36:58

So like

6:37:01

like oh my gosh like it's just so easy.

6:37:04

But if the answer is yes whether it's

6:37:06

scalable or not then just increase

6:37:08

volume and scale. And if no then be

6:37:10

mindful that like if it's not criminally

6:37:12

below KPI then it's usually pretty

6:37:15

scalable. But remember to not be

6:37:17

emotionally attached to the metrics.

6:37:19

Remember that if it's below KPI you're

6:37:21

getting closer and closer to the truth

6:37:22

which is a great thing. And if you're

6:37:25

troubleshooting this properly, you start

6:37:26

with a V1. You know, you got an okay

6:37:29

test result, but not the best. And you

6:37:31

do V2, but it goes down, right? And

6:37:33

you're like, shoot, goes down. So, what

6:37:35

you want to do is make another V2

6:37:39

regress back to this original test and

6:37:41

change something different

6:37:43

because obviously going from this to

6:37:45

this made things worse.

6:37:48

And so, you don't want to go from this

6:37:50

to this because things might get even

6:37:53

worse. So, we need to start, we need to

6:37:54

go from this and make a new one here

6:37:57

based off of the original V1 and test

6:38:00

something out. And then you find you did

6:38:01

really well and that it's scalable and

6:38:03

then you just scale it up. That is how

6:38:05

this works. This works with ads. This

6:38:07

works with cold SMS. This works with

6:38:08

DMs. This works with emails, everything.

6:38:10

So, the fourth and final step in the

6:38:12

scientific method is to actually just

6:38:15

reiterate. Right now

6:38:20

this is also super simple in comparison

6:38:22

to building me hypothesis. That is

6:38:24

pretty much the longest thing in this

6:38:26

and actually you know completing the um

6:38:29

test itself.

6:38:31

But what you want to do is just adjust

6:38:34

you know the the high leverage variables

6:38:37

based on your results. So analyze all

6:38:39

the variables. Just pick one to change

6:38:43

like and pick ideally the one that you

6:38:45

think will move the needle the most. But

6:38:47

keep in mind like like the bigger the

6:38:48

change, the less affinity to the

6:38:50

original test will make it harder to

6:38:51

iterate. So you don't want to change

6:38:53

like the biggest thing ever, you know?

6:38:56

So I would recommend to constantly

6:38:59

improve is to make smaller/mediumsiz

6:39:02

changes to just one of the variables at

6:39:04

a time. Then keeping the rest of the

6:39:06

variables as constants so we can find

6:39:09

actual cause and effect. And if we do

6:39:12

this over and over and over again, then

6:39:15

we can simply just reiterate constantly

6:39:17

and eventually have a super high metric

6:39:21

of, you know, a scalable metric that we

6:39:24

can use to scale and grow.

6:39:27

So after you go ahead and implement the

6:39:30

changes, save the changes, make the uh

6:39:32

make the actual changes can continue,

6:39:34

and then just simply just repeat step

6:39:36

one of this process by creating a new

6:39:38

hypothesis. Um, like I explained

6:39:41

earlier, if the V1 ABR was 1.4% and V2

6:39:44

was 0.9%. Instead of changing V2 and

6:39:47

trying to make a V3 and improved that,

6:39:50

like there's a chance that it'll go

6:39:52

back, it'll go down even more, right?

6:39:54

And so instead of changing and affecting

6:39:56

V2 and make V3, I would just go back to

6:39:59

V1 and make an original change based off

6:40:02

of V1 to make another V2. I know that

6:40:05

sounds confusing, but I hope that that

6:40:06

makes sense.

6:40:09

So here's again the resource that I have

6:40:12

designed. I would recommend you know

6:40:14

creating um making a copy of this

6:40:16

obviously and then booking marking

6:40:18

bookmarking it and tab extend. You can

6:40:20

really use this resource in just about

6:40:22

every aspect of your life that you want

6:40:24

to consistently improve at. So, always

6:40:28

keep this on hand and every time you

6:40:31

make a new test for whether like an

6:40:32

outbound method or some kind of ads or

6:40:37

anything even like content type, even

6:40:40

videos, even just like fitness, health,

6:40:43

diet, like whatever it is, whatever you

6:40:45

need guaranteed growth with, use this

6:40:49

and you will get it.

6:40:51

So, that's all that there is about

6:40:53

scientific thinking. I hope this was

6:40:55

able to help you kind of think a little

6:40:58

bit. Um, this is how to make sure that

6:41:03

you're not guessing.

6:41:06

And this feeds a lot into systems and

6:41:09

that's what we're next going to cover

6:41:10

which is essentially how to build

6:41:13

because all your business is is you know

6:41:16

an amalgamation of systems. So if we can

6:41:19

properly cover systems thinking then we

6:41:22

can guarantee like throughout our entire

6:41:25

business predictability which will allow

6:41:27

us to get the results that we're like

6:41:29

the system is designed for. So that is

6:41:32

the second discipline that we're going

6:41:33

to cover. The first one was scientific

6:41:35

thinking. The second one is systems.

6:41:38

So what is a system? A system is a group

6:41:41

of processes that work together in order

6:41:43

to achieve an outcome. So here is my

6:41:46

diagram of a system. an input

6:41:50

gone through a process turning to an

6:41:52

output yielding feedback

6:41:55

all inside of an environment. Now, I

6:41:58

know that this kind of has a similar

6:42:00

vibe to the scientific method, but it's

6:42:03

completely different, right? We test to

6:42:06

find working processes

6:42:09

so that we can use them in a system.

6:42:12

Okay? So again, the inputs are the

6:42:16

materials that you put into the system.

6:42:18

The process is what converts those

6:42:20

materials into an end result. Think of

6:42:22

it like a factory. The output is the end

6:42:25

result. The feedback is the information

6:42:27

you get from the end result that is used

6:42:31

to improve the inputs and processes to

6:42:33

get a better output. And the environment

6:42:36

is where the system operates in.

6:42:40

So

6:42:42

a system is predictability but not an

6:42:44

automation. You know, it's a function

6:42:47

but not an intention. And so what I mean

6:42:49

by that is that like you may intend to

6:42:53

sign hundreds or even thousands of

6:42:55

clients with a client acquisition system

6:42:57

but you might make the function of the

6:42:59

system not entail that result.

6:43:02

Your system

6:43:05

does not succeed to the intention that

6:43:08

it the int the intention of the desired

6:43:11

outcome but the function that it's

6:43:13

designed for. So you might think that

6:43:15

you've designed the best system you know

6:43:17

with the intention of sign like to cook

6:43:19

a perfect steak for example. Let's say

6:43:21

you think you've divi designed like the

6:43:23

best system for this and that's the

6:43:27

intention right the intention is to make

6:43:29

a perfect steak with the system but the

6:43:31

function of the system is to make a bad

6:43:32

steak. So here's how this actually

6:43:34

looks. Your input is a cheap shitty you

6:43:37

know bad cut of steak salt pepper and

6:43:40

butter. The process is simply just a

6:43:43

step-by-step recipe instructions of how

6:43:45

to cook the steak. And the output is

6:43:47

like an okay steak, you know, nothing

6:43:50

crazy, nothing that good. And you find

6:43:53

that like the feedback, so you taste it,

6:43:55

right? The feedback is that like it's

6:43:58

undercooked, doesn't taste very good,

6:44:01

doesn't smell that great, it's too

6:44:03

salty, etc. But like all of these things

6:44:05

are feedback. And all of this happens in

6:44:07

the kitchen,

6:44:09

right? So this is how you can view like

6:44:11

a system is everything. It's not just

6:44:13

business. It's literally everything.

6:44:17

And so while we intended to have the

6:44:19

perfect stake, the function of the

6:44:21

system was actually designed to just

6:44:22

make a decent one. And this is why

6:44:25

understanding systems is so important.

6:44:27

Let's understand some hypothetical

6:44:29

situations. Let's say you have a bad cut

6:44:31

of steak, right? It's super thin and

6:44:34

super cheap. No matter what your process

6:44:36

is, even if you're like reverse searing

6:44:39

your but your, you know, butter basting

6:44:41

and you're doing all these things,

6:44:42

piping hot and cast iron,

6:44:45

like just because you have a bad cut of

6:44:47

steak, it's pretty safe to assume that

6:44:50

like no matter what that process is, it

6:44:52

will not be very perfect,

6:44:55

you know? And that just indicates the

6:44:56

importance of a proper input.

6:45:00

So, like let's say you have a bad

6:45:01

recipe, but you have like an A5 Japanese

6:45:04

Wagu. You have the best input ever, but

6:45:07

your process is terrible. It's like you

6:45:10

may not get the output that you're

6:45:12

intending to get no matter what. And

6:45:13

you'll know that by the feedback. And

6:45:15

so, let's understand this in business

6:45:18

systems in business. Now, this could be

6:45:20

quite simple.

6:45:23

And so, let's go over systems like that

6:45:25

we'll need on a extremely macro scale.

6:45:29

Right? For example, a client acquisition

6:45:31

system. We take people in our niche,

6:45:33

which is the input. We take them through

6:45:35

subsystems, they become a client, and

6:45:38

then we use metrics and do the same

6:45:39

thing. And this all exists in the

6:45:41

market. Now, this is what a client

6:45:44

acquisition systems look like from like

6:45:46

a 30,000 foot view, right? If we go into

6:45:50

more into depth, for example, let's look

6:45:53

at a client fulfillment system. We take

6:45:55

the client right as the input. We go

6:45:59

take them more through more subsystems

6:46:01

as the process. And now we have a client

6:46:04

with money. And we use metrics and

6:46:06

feedback to do the same. And on a macro

6:46:09

level like these systems look super

6:46:11

super simple and achievable, but like

6:46:13

each system is made up of plenty and

6:46:15

plenty and plenty of subsystems.

6:46:18

So once again, let's go through inputs

6:46:21

so you can better understand them. They

6:46:23

are like the raw materials that go into

6:46:25

a system. So like if we want the

6:46:27

intended result, right, the intention,

6:46:30

we have to have the right type of input

6:46:32

for the system. Like there's a saying

6:46:35

that like what you what you get in what

6:46:36

you put in is what you get out. And this

6:46:38

is completely true in systems thinking.

6:46:40

Like you could have the best processes

6:46:42

in the entire world, the best ad copy,

6:46:44

the best scripts, the best everything.

6:46:46

But if you have garbage leads or bad

6:46:49

input, like no matter what happens, you

6:46:52

will not get anything other than the

6:46:54

function of the system.

6:46:57

Okay, let me rephrase. You will never

6:47:00

get anything other than what the system

6:47:03

is designed to produce. Even with the

6:47:06

best pizza chef in the world, bad

6:47:08

ingredients will guarantee the pizza is

6:47:10

not going to be that great. Another

6:47:12

example, even with the best cold SMS

6:47:14

method, using saturated leads that have

6:47:17

all seen the same messaging like can

6:47:19

guarantee the system will not work.

6:47:23

Okay, I want you to understand the

6:47:25

importance of inputs.

6:47:27

And another thing like don't blame your

6:47:29

shortcomings though on inputs like

6:47:32

especially in sales because sales people

6:47:34

will constantly blame their prospects

6:47:36

for not being a good fit and good enough

6:47:38

because they keep throwing like so many

6:47:40

objections on sales calls but you need

6:47:43

to have some form of accountability.

6:47:46

You know chances are that like this

6:47:48

might be a hard truth this while you

6:47:50

might just not be good at sales.

6:47:52

So keep this in mind. It's not always

6:47:54

the input for the reason of your

6:47:57

failure. Process. So processes are the

6:48:00

chain of actions that utilize stimuli

6:48:01

and strategies in order to get a certain

6:48:03

outcome. So in macro systems like above

6:48:07

these subsystems and the like because

6:48:09

this is the process, right? The blue

6:48:10

part um it usually consists of like tens

6:48:14

or even hundreds of subsystems in order

6:48:16

to get the outcome. like this is what I

6:48:17

mean.

6:48:20

Hundreds of systems just to get the like

6:48:23

intended outcome, right? And so here's a

6:48:26

macro system including every subsystem

6:48:29

needed to turn a residential roofer into

6:48:31

a closed client using cold calling. I

6:48:34

know that this is probably not you can't

6:48:36

see this, but I'll read it to you.

6:48:37

Residential roofers, lead list, clear

6:48:39

out phone, higher quality leads, remove

6:48:41

landline numbers. Like you take that

6:48:44

output, put in the input like you just

6:48:46

like all throughout the entire process

6:48:48

all to get a closed client. This is all

6:48:50

client acquisition for roofing,

6:48:53

right?

6:48:54

And people don't see things like this,

6:48:56

but once you start to see things like

6:48:57

this, each one of these feedback is

6:49:00

completely dictated by a metric. This is

6:49:03

pickup rate. This is res resonation

6:49:05

rate. This is pitch rate. This is point

6:49:07

booking rate. This is show up rate. This

6:49:09

is DQ rate. This is conversion rate.

6:49:12

Like

6:49:14

it's all just a game of numbers and

6:49:17

systems.

6:49:18

It's all it is.

6:49:21

And like if you were to zoom in, most of

6:49:24

these subsystems

6:49:27

um

6:49:29

required to you know go from a fresh

6:49:30

residential roofer into a closed client

6:49:33

is through like multiple macro systems.

6:49:35

For example, like in here I have like

6:49:37

cold calling system or sales system,

6:49:40

right? And here is just it's just sales

6:49:41

processes. But that right there in

6:49:43

itself is more subsystems,

6:49:46

you know, going through the entire sales

6:49:47

process. And so this is how it works.

6:49:51

And this is how you need to think of it

6:49:52

like. And if we can build proper systems

6:49:55

where the function aligns with the

6:49:57

actual intention, then we will have a

6:50:00

predictable scalable way to achieve our

6:50:02

goals. 10k a month, 20, 30, 40, 50, 60,

6:50:05

70, 100, 150, 200, 250. There is very

6:50:09

very little luck in this. Okay.

6:50:14

Virtually all it is

6:50:17

is well-designed systems

6:50:19

and ways to produce consistent and

6:50:22

predictable outcomes. Right? That's all

6:50:24

this is.

6:50:26

And remember that your system will only

6:50:28

produce the result that it's designed to

6:50:29

produce and not the intended um result.

6:50:32

So let's go through outputs. We have

6:50:35

inputs. We understand processes and how

6:50:36

they actually look on a macro and sort

6:50:39

of micro level.

6:50:41

The output again is like the end result.

6:50:43

So it's what the system is designed to

6:50:46

produce, not intended to produce. So in

6:50:48

a client acquisition system like the

6:50:50

output for example is getting closed

6:50:51

clients. And for an appointment booking

6:50:54

system, the output is getting booked

6:50:55

appointments,

6:50:57

right? Etc. The feedback is what you get

6:51:00

from the output

6:51:04

and it provides

6:51:07

it's basically what we learn from

6:51:08

getting the functional output of the

6:51:10

system not the intended output. Again

6:51:11

healthy systems like if they're a

6:51:13

healthy system they should have a form

6:51:15

of feedback

6:51:16

and feedback will tell us how we can

6:51:18

improve the processes and inputs to get

6:51:20

better outputs.

6:51:23

So like in client acquisition and client

6:51:24

fulfillment systems feedback is usually

6:51:26

measured in metrics and this is the case

6:51:28

for most business

6:51:31

and we measure these metrics in

6:51:33

accordance or against with the actual

6:51:36

KPIs which are the key performance

6:51:38

indicators that you guys should now

6:51:39

understand or at least have a

6:51:41

fundamental understanding of. So for

6:51:43

example our ABR from the cold calling

6:51:45

system might be 4%. So we book four

6:51:47

appointments from 100 calls and we

6:51:50

measure that. But remember like this

6:51:52

doesn't count. Like this isn't a 4% ABR.

6:51:55

It's a 4% ABR if we book 12 appointments

6:51:58

in 300 calls because of the sample size.

6:52:00

But now you should know you should

6:52:01

understand that now. And so I I think I

6:52:05

should probably actually change that as

6:52:06

well.

6:52:09

And um

6:52:11

we could measure that feedback against

6:52:12

like a typical a KPI for cold calling

6:52:14

which could be like you know 5%. And the

6:52:17

better way to the way to do that is to

6:52:20

improve the inputs,

6:52:23

you know, change the processes of the

6:52:25

system in order to improve the output

6:52:28

more appointments. And the way we

6:52:29

actually do that is through that testing

6:52:31

process that we've covered

6:52:34

right now. The environment is what's

6:52:36

interesting here. This all exists inside

6:52:39

of an environment, which in business

6:52:41

tends to be the market. Now

6:52:45

every system has an environment and they

6:52:48

are not directly part of the actual

6:52:50

system but

6:52:52

very much influence it in a major way

6:52:56

and it's really important to build a

6:52:57

system where the environment is

6:52:58

conducive to the intended output. Now

6:53:02

what's interesting is that a system is

6:53:04

just a system. For example, you could

6:53:07

make a stake and have the same system

6:53:08

every time and make a great stake every

6:53:10

time. However, your environment, where

6:53:13

you cook it at can completely determine

6:53:16

the quality of the steak. Whether the

6:53:18

pans are rusty, whether the the kitchen

6:53:20

is like not up to par. What I mean by

6:53:23

that is that

6:53:26

if you have a system in business, for

6:53:28

example, like a client fulfillment

6:53:29

system or a client acquisition system,

6:53:32

the market can completely dictate how it

6:53:36

goes even without changing anything. And

6:53:38

that's how systems die over time. Like

6:53:40

we mentioned earlier with the decay and

6:53:41

renewal,

6:53:43

it's it's usually based off of the

6:53:46

market um or at least the you know the

6:53:49

overexposure to the actual process

6:53:51

itself.

6:53:53

Um obviously we'll go into

6:53:54

troubleshooting

6:53:57

especially when looking to scale. But

6:53:58

just understand that like the market can

6:54:01

completely change the systems output and

6:54:04

results and feedback even if you keep

6:54:07

everything the same over enough time.

6:54:09

Because overexposure happens at the

6:54:11

market level, right? That's everyone

6:54:12

sees this. Everyone sees these ads

6:54:14

online and the market gets influenced by

6:54:17

it and so the system starts performing a

6:54:19

little worse. You really have to just

6:54:20

constantly understand the environment

6:54:22

and understand the market so you can

6:54:23

work with it or around it. Right?

6:54:25

Feedback extended. So we know what

6:54:28

feedback is now, but let's actually dive

6:54:30

into what this feedback looks like in a

6:54:32

business context.

6:54:35

Metrics. So for systems that have to do

6:54:37

with client acquisition, client success,

6:54:39

and all that good stuff, metrics are the

6:54:40

main source of feedback. So it's

6:54:42

important that we understand the most

6:54:44

important metrics to track in order to

6:54:46

scale and test effectively to centralize

6:54:48

tracking and guarantee that we know

6:54:50

exactly what's going on. We'll track

6:54:52

plenty of metrics through Google Sheets

6:54:54

and have them automatically imported

6:54:56

into a CEO dashboard. This will be set

6:54:58

up eventually in future modules, but

6:55:00

here's a list of metrics that I believe

6:55:02

you should know when building an agency.

6:55:05

And yes, I came up with all of these off

6:55:06

the top of my head. P R P U R P R R A R

6:55:09

R S U R S C R DQR NR R C R NSR C O R OR

6:55:15

CP POM O ROAZ ROI MR LGTP to CAC LG This

6:55:22

is such a tongue twitch. This is such a

6:55:24

tongue twister. LTGP, CAC, LTV, CPM,

6:55:28

CTRL, CTR link, CPL, CTL, CBBC, CPP,

6:55:33

CPS. [laughter] That is really really

6:55:36

hard to say five times fast. But these

6:55:40

are just some metrics that I recommend

6:55:41

just like reading through and uh keeping

6:55:44

in mind. Now over the course of your you

6:55:46

know your whole journey of building an

6:55:48

agency you'll pretty much know all of

6:55:50

these by the end. Um which is pretty

6:55:54

incredible. But

6:55:57

basically we use a CEO dashboard to

6:56:00

track um basically the health of our

6:56:03

business. This is like the ultimate

6:56:05

source of feedback. Right? If we took

6:56:07

our business on a huge macro system

6:56:09

level and we took you know

6:56:13

people in niche results like the the

6:56:16

most basic like our business like the

6:56:19

most basic macro of our system that's

6:56:21

our like entire business. We would

6:56:23

measure the feedback typically with a

6:56:26

CEO dashboard to gauge the health of our

6:56:29

business. Now, this spreadsheet right

6:56:31

here will be your CEO dashboard. So, go

6:56:33

to file and make a copy so that we can

6:56:35

use this in the future. As of right now,

6:56:38

we won't use it because it's quite

6:56:40

complicated as to what we have set up

6:56:42

right now in the program. But in this

6:56:44

spreadsheet, the first output like the

6:56:47

first column right here will be like

6:56:48

what your goals are. Now, by no means

6:56:52

will you hit all of these goals. You

6:56:54

probably won't. And because some of this

6:56:57

stuff is pretty hard to achieve,

6:56:59

especially like a 10 to1 LTGP to CAC, um

6:57:03

especially with this agency model, um

6:57:05

you know, 12 new clients a month. A lot

6:57:08

of these will be achievable though, and

6:57:09

you'll find that out. But this will be

6:57:12

the central hub to all your most

6:57:13

important metrics. So, for example, you

6:57:15

would bookmark this as the CEO dashboard

6:57:17

and you'd always be on here kind of

6:57:19

analyzing things and just getting a

6:57:22

macro view of all the feedback in all

6:57:24

the systems of your business. So, let's

6:57:26

go through like all of these metrics

6:57:28

here so you can understand them because

6:57:29

a lot of these I'm sure look pretty

6:57:31

foreign to you. So, LTGP to CAC is

6:57:35

essentially the most important metric.

6:57:38

Like that is why it gets the target

6:57:39

emoji. Um, when you want to grow an

6:57:42

agency, you have to make sure that the

6:57:45

lifetime gross profit from a client

6:57:50

is more than the cost it takes to

6:57:53

actually acquire the customer.

6:57:55

So, what this means like if it's 10 to

6:57:57

one, your LTGP to CAC is 10 to1, that

6:58:00

means, for example, in this example, it

6:58:02

costed you $1,000 to sign the client and

6:58:06

you made $10,000 profit from the client.

6:58:10

Okay, so that's what that looks and LTGP

6:58:14

to CAC is by far the most important

6:58:16

metric. Obviously, profit as well, but

6:58:20

it's very important. So

6:58:22

again, this is the ratio between the

6:58:24

amount of profit you get from a customer

6:58:25

and the cost to acquire that customer.

6:58:27

And you're probably asking like, why

6:58:29

does it cost money to acquire customers

6:58:31

if we're cold calling and doing cold

6:58:32

SMS? And it's like when you scale an

6:58:35

agency, especially past a certain mark,

6:58:37

you don't do cold calling. You can you

6:58:40

can have appointment setters, you can

6:58:41

have cold SMS and all this stuff, but

6:58:44

you typically just scale with paid ads

6:58:46

because it's much much simpler, whether

6:58:48

those are YouTube ads, Facebook ads,

6:58:50

Google ads, whatever the case may be,

6:58:53

typically Facebook ads, but you dictate

6:58:57

basically all of your metrics based off

6:58:59

of these two things. Like this is the

6:59:01

most important thing. So, I hope that

6:59:03

this makes sense. Now, this is different

6:59:05

than the lifetime gross revenue,

6:59:08

um, which is usually considered the LTV.

6:59:11

So,

6:59:13

we want to make sure that we profit, you

6:59:15

know, at least three to one from signing

6:59:18

a client. Like, if we sign a client for

6:59:20

$1,000 because that's how much it costs

6:59:22

via ads and we only make three, you

6:59:25

know, only make one like 1.5K from them,

6:59:28

then our LTGP to CAC would be 1.5 to

6:59:30

one. And that is bad. And that's what

6:59:33

happens when you don't have a good

6:59:35

product and you don't have retention. So

6:59:37

if you guys are understanding this video

6:59:38

and the flow of this video properly,

6:59:40

then you'll understand by now that the

6:59:43

churn and burn agencies

6:59:45

will typically have a one to one or at

6:59:49

least a 2:1 LTGP to CAC because they

6:59:51

sign a client and they leave in one to

6:59:53

two months,

6:59:55

right? And that's what we don't want.

6:59:57

That's not healthy

6:59:59

because then we're constantly having to

7:00:01

get more and more customers to fuel our

7:00:03

business.

7:00:05

So number two is profit. So profit's

7:00:08

really important. It's really simple.

7:00:09

It's just amount the amount amount of

7:00:10

profit you make. It's that's pretty much

7:00:12

it. Um this goes to a month-to-month. So

7:00:15

the goal here is 30,000 profit in a

7:00:17

given month. So January 30, February 30,

7:00:20

March 30, April 30, etc.

7:00:22

And

7:00:24

if you go through that process for the

7:00:26

whole year, you have a good year. Um

7:00:28

360K. So yeah,

7:00:31

now cash is just the amount of cash

7:00:33

collected in a given month. Now again,

7:00:35

most of these turnurn agencies will

7:00:39

completely scale based off of cash

7:00:40

collected. So,

7:00:43

if you ask someone that says they're at

7:00:45

100K a month,

7:00:47

ask them and see how much money that is

7:00:50

cash collected

7:00:52

or CC cash collected. And if

7:00:57

you know 50K of it is just from new cash

7:00:59

collected and paying FOS, then they are

7:01:01

not at 100K a month.

7:01:04

Not in the slightest. Because if you

7:01:07

sign a painful, which is a PIFF, PI if

7:01:11

it's 3 months of service and for like 4K

7:01:14

or something, then you didn't add 4K in

7:01:18

monthly recurring revenue to your

7:01:20

income. You added 4K divided by three to

7:01:24

your monthly recurring income. And

7:01:26

people just forget that. So ad spend is

7:01:30

essentially how much you spend on ads in

7:01:32

a given month. Super simple. The goal is

7:01:34

to spend around 9K a month on ads.

7:01:36

That's healthy for an agency. That's

7:01:38

around how much I was spending. I was

7:01:40

spending roughly 200 to 250 a day. Um,

7:01:46

and that adds up to around like, you

7:01:47

know, 7 8K or something. So, that's a

7:01:49

healthy amount. The CAC or the CAC is

7:01:52

the customer acquisition cost. And now,

7:01:54

we covered this and it's completely

7:01:57

determined by a bunch of metrics. It is

7:01:59

a very important metric in any business.

7:02:01

If you're with a business owner and he

7:02:03

thinks he knows what he's talking about,

7:02:04

yet he doesn't know how much it costs to

7:02:06

acquire a customer, chances are he does

7:02:09

not he's not really like as serious as

7:02:13

he might seem. A lot of people can grow

7:02:15

really well in organic and you know a

7:02:17

lot of different models like home

7:02:18

improvement um which is great, but if

7:02:22

you want to get to the you know

7:02:24

multi-million dollars a year, you need

7:02:26

to know this stuff. You have to.

7:02:30

Alexi preaches knowing this a lot. So

7:02:34

for example, like if we want to know our

7:02:36

CAC

7:02:37

um and we are running Facebook ads, then

7:02:40

our cost per booked call is about 100.

7:02:43

Let's say it's about $100. And we know

7:02:44

this because Facebook tells us based on

7:02:47

our ad spend and our show rate, like

7:02:50

let's say it's 60%. So that means our

7:02:52

cost per show is 166 because you divide

7:02:55

these.

7:02:56

So, it cost us $166 for a shown

7:02:59

appointment. And on average, it's about

7:03:02

six appointments per close, you know,

7:03:04

given our close rates and conversion

7:03:06

rates. Meaning that to acquire to

7:03:09

actually acquire a new customer, it's

7:03:10

about a,000 bucks, right? This is how

7:03:13

much it costs. What's great is that if

7:03:16

we spam appointment setters and spam

7:03:19

cold SMS and cold calling and cold DMs

7:03:23

and Facebook groups and emails and all

7:03:26

these things, then we can get,

7:03:30

you know, pretty much pretty much a

7:03:32

super high LTGP to CAC ratio because

7:03:35

like it didn't cost us anything to

7:03:37

actually get those customers, right? You

7:03:40

know, if you're doing cold SMS and you

7:03:42

pay your appointment setters 250 per

7:03:44

close and the LTV is worth like, you

7:03:46

know, $4,000,

7:03:49

then that means right there,

7:03:52

um,

7:03:54

your LTGP to CAC is technically 16 to1,

7:03:58

right? Even though it's on a lower

7:04:00

scale,

7:04:01

right? And that's why a lot of these

7:04:03

agencies, these newcomers are succeeding

7:04:05

so much is because they're spamming

7:04:06

those free and paid those free methods

7:04:09

and combining them with paid ads and

7:04:12

pretty much just getting piffs and

7:04:14

making, you know, 50k in a month and now

7:04:18

they're a 50k a month agency. But, you

7:04:20

know, in actuality they're not because

7:04:21

it's pretty much turn and burn and piffs

7:04:24

only. So, LTGP, once again, we covered

7:04:28

this slightly, is the lifetime gross

7:04:30

profit. This is how much money you

7:04:32

profit from each customer on average

7:04:33

over their lif lifetime with you. So

7:04:36

lifetime gross profit, right? If your

7:04:38

average retention, so how long someone

7:04:41

stays with you is 6 months and you're

7:04:44

charging, you know, an average of $1,000

7:04:46

a month retainer.

7:04:48

Then your LTV, so your lifetime value

7:04:53

is roughly 6K. That's your LTV. So your

7:04:56

lifetime value which is basically your

7:04:58

revenue from a given client. So six time

7:05:02

you know because six times um a th000 6

7:05:05

months for a th000 a month is 6k. Now

7:05:08

once you factor in your expenses

7:05:11

and subtract those from your LTV that is

7:05:13

your LTGP

7:05:15

which is what we need to focus on in

7:05:17

order to scale properly. Your average

7:05:19

monthly retainer is essentially just the

7:05:22

average monthly retainer you get from

7:05:23

each client. you know, it's typical to

7:05:25

sign clients on PIFFs, you know, pay in

7:05:27

full where, you know, they pay for three

7:05:29

to six months at once, uh, for, you

7:05:31

know, a discounted rate or even, you

7:05:33

know, some pay on results type of, um,

7:05:35

offer. But like regardless of the

7:05:37

payment model, if you properly use the

7:05:40

billing and tracking sheets that I will

7:05:42

give you um, in later modules,

7:05:45

then you will know the average amount of

7:05:47

money you get paid from each client on a

7:05:49

given month-to-month basis,

7:05:52

right? it will tell you that and that is

7:05:55

how you get the average monthly retainer

7:05:57

which is also right there. Now the net

7:06:00

profit percentage is the percentage of

7:06:02

profits from revenue left over after all

7:06:05

expenses are paid. I know this sounds

7:06:07

really confusing but if you make like

7:06:09

let's say you make 20k in a month and

7:06:11

then you spend $11,500

7:06:13

on some stupid [ __ ] your net profit

7:06:16

would be 42.5%.

7:06:18

That's your net profit. This is

7:06:20

different than your gross profit and the

7:06:23

percentage of revenue that remains after

7:06:24

only deducting the cost of the goods

7:06:26

being sold. So

7:06:30

when people say they're like insanely

7:06:32

profitable, they say they have high

7:06:34

growth gross profit, which the agency

7:06:37

model has very very good gross profit.

7:06:40

So because you don't when you when you

7:06:43

calculate gross profit percentage, you

7:06:45

don't account tax, interest, and

7:06:47

operating expenses. So, like if you make

7:06:49

20k in a month and you only spend money

7:06:52

on go high level for like 297, your

7:06:55

gross profit is 98.5%.

7:06:58

Right? But what we want to focus on is

7:07:00

your net profit because spending all of

7:07:02

your money like a dumbass

7:07:05

will not guarantee that you succeed long

7:07:07

term.

7:07:09

So yeah, net cash growth is pretty much

7:07:12

how much readily a cash you have

7:07:14

available on a given month. It's always

7:07:16

good to have at least, you know, 20K

7:07:18

ready to be spent and um save. That's

7:07:21

what most business people recommend.

7:07:23

Now,

7:07:25

um it depends. I recommend like anywhere

7:07:28

between 10 and 20 just to have on hand.

7:07:32

Um

7:07:33

it's a good rule of thumb to have three

7:07:35

months of expenses.

7:07:37

So, let's say you're spending 9K a month

7:07:39

on ads and, you know, 1K a month on

7:07:42

software. It's probably good to have

7:07:43

around 30,000 saved up as a run rate.

7:07:46

You know, you have three months of run

7:07:47

run rate ready. That's usually a good

7:07:49

rule of thumb. Um, but you know, 10 to

7:07:52

30 around there is good. And then after

7:07:55

that, it's I'm not saying spend any of

7:07:59

it, but use it to learn more or use it

7:08:02

to invest. Um, and yeah, you'll be way

7:08:06

more successful. So, the net crash

7:08:09

growth percentage. So this is pretty

7:08:11

much the percentage increase in your

7:08:13

cash balance compared to the beginning

7:08:15

of the month. So like if you start the

7:08:17

month with 40k in cash and you end with

7:08:19

60k your net cash growth percent your

7:08:21

net cash growth dollar amount is you

7:08:23

know 20k. So that's what you would track

7:08:26

here

7:08:28

and but your actual like growth

7:08:30

percentage is 50%. Because you go from

7:08:32

you know 40k to 60k which is 50%.

7:08:36

increase. So LTV once again is the

7:08:39

lifetime value of a customer. So this is

7:08:41

calculated by taking the average monthly

7:08:42

retainer and multiplying it by the

7:08:44

retention length. So if your retention

7:08:46

is 6.6 months, your average retainer is,

7:08:49

you know, 1250, then your LTV would be

7:08:52

8250.

7:08:54

And this metric is really important

7:08:56

because like every time you sign a

7:08:57

client on average, this is how much

7:09:00

revenue you can expect to earn from

7:09:02

them. So just just signing a client just

7:09:05

you know booking 20 meetings closing one

7:09:07

of them

7:09:09

if you know your LTV you can be like you

7:09:12

could you could technically say on the

7:09:14

sales call that you closed like 10k

7:09:16

you know my LTV for my roofing agency is

7:09:18

pretty damn high and that's why in a

7:09:20

recent YouTube video on my own runs

7:09:23

business channel I said I just closed a

7:09:25

$10,150 SMA client and the reason why I

7:09:28

know that is because he's paid me that

7:09:30

much which it's more now but

7:09:33

That's the power of LTV. Now, churn

7:09:35

percentage. So, this is super important

7:09:37

to know and a lot of people don't even

7:09:38

know what this is. This is the

7:09:40

percentage of clients that leave you in

7:09:42

a given month. So, this sounds kind of

7:09:44

complicated, but like let's say you have

7:09:46

20 active clients and then five leave

7:09:49

you in

7:09:52

um let's say February.

7:09:56

February,

7:09:58

then your churn for that month is 25%.

7:10:02

because you lost 25% of your customers

7:10:04

in one month. Sounds scary, but you need

7:10:08

to get the lowest churn rate possible.

7:10:11

The lower your churn rate, your churn

7:10:12

percentage is like the better the

7:10:15

um the more money you make because like

7:10:18

the LTV for each customer increases.

7:10:19

Like typically your churn is measured

7:10:22

like more on a monthly basis. So,

7:10:25

and then it's averaged out over the

7:10:27

course of like a few months. So like for

7:10:28

example so let's say in January

7:10:32

um before January started you had 20

7:10:34

clients and then in at the by the end of

7:10:37

January you had 10 clients that means

7:10:38

your churn for January was 50%. So you

7:10:42

would put 50%. And then essentially in

7:10:46

February let's say you started the month

7:10:48

with 10 clients and you only lost one

7:10:51

that means your return is 10%. And you

7:10:55

basically just average average this out

7:10:57

for a long enough time

7:10:59

and

7:11:01

you could start to see your average turn

7:11:03

which would be like 1 2 3 4 5 6 7. So

7:11:07

you would basically just simply average

7:11:09

this out right? So 110 divided by five

7:11:13

7.

7:11:15

So your churn is 15%.

7:11:18

Right? So that is how churn works.

7:11:24

Now

7:11:25

remember that like if your churn's lower

7:11:28

that means less people leave you that

7:11:29

means more people will pay you more

7:11:31

money and your LTV will increase. So the

7:11:34

goal churn for an agency is 10%. Now

7:11:38

it's completely possible to scale

7:11:39

effectively with a churn of 25 30% but

7:11:42

if it's above like 45 then that's how

7:11:45

you know you have some things to work on

7:11:46

in your product. It's usually a good

7:11:49

rule of thumb to have a higher referral

7:11:52

rate than churn rate,

7:11:55

right? And agencies have a hard time

7:11:58

doing this, but usually in like course

7:12:00

creators and other mentorships and

7:12:02

things, it's completely the other way

7:12:03

around.

7:12:05

And that's just because of the time of

7:12:08

how things are right now, especially in

7:12:09

2025. But like for example, let's say

7:12:12

your churn rate is 10% but your referral

7:12:15

rate is 15%.

7:12:17

And so like on a given month there's a

7:12:19

15% chance that you'll get a referral

7:12:21

and then there's a 10% chance that a

7:12:23

client will leave you. Then that means

7:12:25

if you stop working and stop actively

7:12:27

growing and doing paid ads, you're like

7:12:31

you will keep growing as a business

7:12:33

because less clients are leaving you and

7:12:34

more coming to you naturally. So a good

7:12:38

rule of thumb is is if your turn rate is

7:12:40

higher than your referral rate then you

7:12:41

need to spend more time working on your

7:12:43

product.

7:12:44

So the client rorowes or the revenue is

7:12:47

the metric um of your client's return on

7:12:51

ad spend. So this is pretty hard to

7:12:54

track, but we will show you how to do it

7:12:58

in future modules um especially

7:13:00

automated as well. But there are ways to

7:13:03

track exactly how much money your

7:13:05

clients make off of your ad spend. So

7:13:07

the closing process is so much easier.

7:13:09

If you could tell someone and show them

7:13:11

the actual data that like on average

7:13:14

each client of yours makes 20 times what

7:13:16

they spend on you for ads, then

7:13:20

you're going to have an easy time

7:13:22

closing. So for example, if you're like

7:13:26

if on average every client you sign

7:13:28

generates $20 for every dollar they

7:13:30

spent on ads, then there would be a 20x

7:13:32

roz. if they spend 1,500 on, you know,

7:13:35

on if they spend $1,500 in the month of

7:13:39

January and they have a 20x rorowaz or

7:13:41

that's your average client rorowaz,

7:13:44

then they can expect to get 30k that

7:13:46

month, right? Not too bad.

7:13:50

So then you can charge like 2 or 3k,

7:13:52

right? Or 2,800.

7:13:55

So 15, number of new clients. This is

7:13:58

simply just how many new clients you get

7:13:59

in a given month. um sales close rate.

7:14:02

Basically, once you take 30 calls, you

7:14:04

can divide the amount of closed clients

7:14:06

by the number of total sales calls

7:14:07

you've taken, and that's how you get

7:14:08

your close rate. It has to be 30. Let me

7:14:12

bold that. If it's 25, it's irrational.

7:14:15

If it's 35, then it's fine. If it's 29,

7:14:19

it's even irrational. So, show rate

7:14:22

percentage, this is how many people show

7:14:24

up to a booking. So once again, similar

7:14:28

to the close rate, this metric is only

7:14:30

valid once you've booked 30 meetings.

7:14:33

And it's pretty dependent on the niche,

7:14:35

too. Like

7:14:37

I know in some industries it's typical

7:14:39

to have like a 65% show rate, but for

7:14:42

example, in home improvement, it tends

7:14:44

to be a little bit lower because of

7:14:45

people out on jobs. So whether that's

7:14:47

like 45 to 50%.

7:14:50

And so example like if you book 45

7:14:53

meetings, 25 of them show up, then your

7:14:54

show rate is 62.5%.

7:14:58

CPS is your cost per show. So this is

7:15:01

essentially how much it cost you to get

7:15:03

someone to show up. This is calculated

7:15:05

by your cost per booked call divided by

7:15:07

your actual show rate. So like we said

7:15:11

in the example earlier when we were

7:15:13

calculating our you know LTV and

7:15:15

actually our LTGP

7:15:17

um the cost per book call was 100 show

7:15:19

rate was 62.5 and so the cost per show

7:15:22

is around 160 right

7:15:26

CPA or cost per booked call is

7:15:29

essentially the

7:15:31

um cost per booked call right pretty

7:15:34

simple so if you do manual outreach um

7:15:37

it's typically zero dollars But if you

7:15:41

do paid ads, which you will, um, this

7:15:45

will be a very important metric. So this

7:15:47

is the appointments per close. So on

7:15:49

average, how many shown appointments it

7:15:51

takes for you to close someone. This is

7:15:53

calculated based off your close rate.

7:15:54

And remember, we can automate every

7:15:56

single one of these metrics for you,

7:15:59

right? This will take time to build out

7:16:01

all these systems to build out this

7:16:02

agency in such such a way where it's

7:16:04

automated so fully. But once you do

7:16:07

this, you could scale. so high

7:16:10

and it's going to be amazing. So now

7:16:14

that we've gone through a bunch of basic

7:16:16

knowledge, some disciplines like systems

7:16:19

thinking, testing, the scientific

7:16:22

method, all of these metrics, feedback

7:16:25

that was just a part of systems thinking

7:16:26

because we were going through feedback

7:16:28

and this is what typical feedback looks

7:16:30

like. Let's go through my paradigm. We

7:16:33

went through the intro to paradigm, but

7:16:35

this is my paradigm. Like like we

7:16:38

mentioned earlier though, like how we

7:16:39

see things is literally everything. I

7:16:42

see client acquisition, client success,

7:16:45

building an successful agency overall

7:16:48

through a ton of different lenses.

7:16:50

Remember, these are what disciplines

7:16:52

are. Fundamentals are theories, concept,

7:16:55

or ideas that come from each discipline.

7:16:58

SMA is not a discipline and it's not a

7:17:00

fundamental but it's an amalgamation of

7:17:03

a bunch of different disciplines. This

7:17:05

is how you need to view it. If you view

7:17:09

building an agency through scientific

7:17:11

thinking, systems, evolutionary biology,

7:17:13

psychology, network science, like all of

7:17:16

these different disciplines,

7:17:18

you will not fail and even s you will

7:17:22

like build a super successful agency

7:17:24

with ease.

7:17:26

It's just a matter of utilizing this

7:17:28

stuff. And in this video, we cover these

7:17:31

two. And in the next video, we'll cover

7:17:35

these two as well, as well as this. And

7:17:37

then maybe network science as well. U

7:17:40

maybe a little bit of cognition in there

7:17:41

as well, tied in with the psychology

7:17:43

stuff there. Maybe a little bit of

7:17:44

genetic stuff tied in with the

7:17:45

evolutionary biology. Maybe a little bit

7:17:48

economics too, but it's pretty

7:17:49

straightforward. So like

7:17:52

if you view client acquisition, if you

7:17:54

view CS or client success with all this,

7:17:57

you know, with these lenses,

7:18:00

it is impossible to fail. It is actually

7:18:03

impossible to fail.

7:18:07

And this is the reason why I can

7:18:08

guarantee I'll always succeed is because

7:18:10

I understand these concepts and

7:18:11

disciplines. So once again, if you need

7:18:13

a reminder on how to learn these

7:18:15

disciplines, um I have a section about

7:18:17

that as well as how to study them. Um

7:18:20

but that that will pay you so much in

7:18:22

the future. So let's um go to scale. Now

7:18:26

scale in business is simply an increase

7:18:28

in size. Now this might blow your mind

7:18:31

but people misunderstand the concept of

7:18:33

sale in its entirety. Like people think

7:18:36

that they need to scale

7:18:39

but in actuality they just need to find

7:18:41

a delivery system that works.

7:18:44

Like if you've only served like four

7:18:46

clients or like three clients with like

7:18:49

okay results, no you you do not need to

7:18:52

scale. Trust me, you need to add more

7:18:54

value to your product and deliver it

7:18:56

better or just like you know find a

7:18:58

proof of concept

7:19:01

and there is a general flow to you know

7:19:04

and sequence to scaling

7:19:07

and this is how the process works. So

7:19:11

in order to scale which is to increase

7:19:14

the volume and you could scale on like a

7:19:16

you know micro level you know you can

7:19:18

increase like what I was talking about

7:19:20

earlier in this video today like scale

7:19:22

you know your your volume and outreach

7:19:24

like that's different that means just

7:19:25

increase it right but if we want to

7:19:28

scale the agency

7:19:30

there is a general flow and sequence to

7:19:32

this and this is how it works we have to

7:19:34

first have a way to deliver a valuable

7:19:37

product to at least 20 clients

7:19:39

Now, some programs and mentorships say

7:19:41

30. I say 20 because the most important

7:19:44

thing is the LTGP TAC. Um, you need to

7:19:48

have a real system for consistent client

7:19:50

acquisition. You need to increase the

7:19:53

volume and then put infrastructure in

7:19:55

place to accommodate the scale. This is

7:19:57

it. This is how you scale. So, just to

7:20:01

preface like if you have not provided

7:20:02

value product like a valuable product to

7:20:05

at least 20 clients, you cannot scale.

7:20:08

You just can't

7:20:11

you can in the short term and because

7:20:14

you'll see these you know turn and bury

7:20:15

agencies scale to like 75k a month like

7:20:19

you know in 30 days and it's like you

7:20:21

can scale in the short term but if you

7:20:24

haven't found a way to deliver a

7:20:26

valuable product to at least 20 clients,

7:20:29

you're going to get chargebacks, you're

7:20:30

going to get refund requests, you're

7:20:32

going to get disputes like everywhere

7:20:35

once people realize that like oh [ __ ]

7:20:37

this product is not that valuable and

7:20:40

then also things will just start to

7:20:41

break. So, and I'll explain that more,

7:20:44

but to get to 20 clients, we just got to

7:20:47

find a proof of concept. Like that is

7:20:49

the goal first of all. The goal is to

7:20:52

find a proof of concept, which is this,

7:20:54

which takes time. But the reason why we

7:20:57

need to find a proof of concept and get

7:20:59

20 clients is because of micro and

7:21:01

macro. The reason why we need 20 clients

7:21:04

is because what holds true for the m

7:21:06

what holds true for the micro also holds

7:21:08

true for the macro. So like what I mean

7:21:11

is that if you can sign 20 clients with

7:21:14

the same KPIs for success, appointments,

7:21:16

shows, sales, etc. according to the laws

7:21:20

of scale, you can sign a thousand

7:21:23

because all that increases is the size

7:21:25

and infrastructure.

7:21:28

And the reason why this holds true is

7:21:29

because like everyone in your niche has

7:21:31

an affinity to one another. Similar

7:21:33

common interests, similar goals, similar

7:21:35

understandings, similar businesses in

7:21:37

general. So this is why your focus has

7:21:40

to be finding proof of concept. And then

7:21:43

you are truly able to scale

7:21:45

in this program right now. For me, I'm

7:21:49

still finding a proof of concept. I'm

7:21:52

increasing the value of my product and

7:21:53

getting people in here and iterating

7:21:56

through the scientific method constantly

7:21:57

just making it better and better and

7:21:59

better, looking for that proof of

7:22:01

concept before I even consider scaling.

7:22:05

That's why it bothers me when people

7:22:06

reach out and they're like, "Yo, I'll

7:22:08

scale your business." It's like,

7:22:11

I don't even have a proof of concept

7:22:12

yet.

7:22:14

And before we cover actually how to find

7:22:17

that proof of concept, let's um go over

7:22:20

some fundamental ideas that I think you

7:22:21

should keep in mind. Operational

7:22:23

complexity.

7:22:26

So

7:22:27

this is a really cool idea

7:22:31

and when looking to scale, we need to

7:22:34

make sure our business is super super

7:22:36

simple.

7:22:38

The more complex our business is, the

7:22:40

harder it will be to scale.

7:22:42

You know, there's a reason why no one

7:22:44

really becomes rich and successful off

7:22:45

of like five different things. Usually,

7:22:48

it's just one thing done well. And if it

7:22:51

is, you know, four to five things, it's

7:22:53

usually after one thing has already

7:22:55

been, you know, doing well. So, this is

7:22:57

why we have to make sure our operational

7:22:59

complexity in the business is as low as

7:23:01

humanly possible just so we can scale

7:23:04

efficiently. This is why like you have

7:23:07

to stick with one niche. Like this is

7:23:10

the fundamental reason behind sticking

7:23:11

with one niche.

7:23:13

And the reason why is because

7:23:17

operational complexity compounds

7:23:20

and if the you know if our like quote

7:23:22

unquote operational complexity score is

7:23:24

lower the more scalable our business is.

7:23:26

So for example, if like you have one

7:23:28

offer, one niche, one sales script, one

7:23:30

email account, one CRM account, one set

7:23:32

of SOPs, one client ad tracker, one B2B

7:23:34

ad tracker, one agreement, one payment

7:23:36

plan, one pricing strategy, one pre-all

7:23:38

via cell, one follow-up process, one

7:23:39

training boot camp, etc. This is 1* 1*

7:23:44

1* 1* 1* 1* 1* 1* 1* 1* 1* 1* 1, which

7:23:48

equals one. So it's 14 aspects, but an

7:23:51

operational complexity score of one. If

7:23:54

you're in two niches,

7:23:57

you have to have two of almost every

7:23:58

single one of these. And your score

7:24:01

becomes 16,384.

7:24:06

I didn't do this, but imagine if you had

7:24:09

two offers,

7:24:11

two niches, two sales scripts, five

7:24:14

email accounts, four CRM accounts, three

7:24:17

sets of SOPs, four pre-all VSSLs, three

7:24:21

like three payment plans,

7:24:23

five training boot camps. Like this

7:24:26

number would be like 5 million. Like you

7:24:29

are not going to scale if this, you

7:24:32

know, if it's that complex.

7:24:35

I'm sorry. So, now that you understand

7:24:37

that in order to scale, you need, you

7:24:39

know, a pretty low operational

7:24:40

complexity. You need things to be simple

7:24:42

and streamlined, let's go over

7:24:44

operational pressure.

7:24:46

So, another reason why you can't really

7:24:48

scale unless you have that micro, that

7:24:51

20 clients is because of operational

7:24:53

pressure. Like, as you increase the size

7:24:56

of your business, all of your issues and

7:24:59

problems will be amplified by at least

7:25:02

the multiplier of two.

7:25:04

Okay. So like for example, if you have a

7:25:06

problem, let's say like with media

7:25:07

buying or client communication and you

7:25:10

scale the business by three times, that

7:25:12

problem will increase by six times.

7:25:15

And a real world example of this is that

7:25:17

like a slight increase in ocean

7:25:18

temperature doesn't seem like very

7:25:19

alarming, but over time it causes

7:25:24

complete coral death, construction,

7:25:26

complete ecosystem collapse. Like

7:25:29

this is how pressure works.

7:25:32

And

7:25:34

you can also think of it like a

7:25:35

windshield, right? If you have a slight

7:25:38

crack in the windshield and you have a

7:25:39

problem, right? And then you start

7:25:41

driving in extreme conditions, you know,

7:25:44

you know, simulating scale, then that

7:25:46

windshield crack is going to get really,

7:25:48

really big and eventually break, right?

7:25:50

These are real world. These are real

7:25:52

world examples. And so in business, you

7:25:56

just need to make sure that things are

7:25:57

simple and that you've had served 20

7:26:00

clients before looking to effectively

7:26:02

scale. Okay,

7:26:05

proof of concept 20. So what I call

7:26:08

getting proof of concept is to have

7:26:10

about 20 clients. Now during the first 6

7:26:12

to 12 months of being in this program

7:26:14

and being an agency owner, you will most

7:26:17

likely be in the range from 0 to 20

7:26:19

paying clients. So, I want to make sure

7:26:22

we focus a lot of our energy, especially

7:26:24

in this program, teaching you how to

7:26:26

build that proof of concept. You know,

7:26:28

going from 0 to 20 is much easier than

7:26:30

people put it out to be. It just takes

7:26:33

time and consistency.

7:26:35

Like, in the early stages, when you're

7:26:37

looking to build a proof of concept, all

7:26:39

you have to do is focus on three

7:26:41

aspects: client acquisition, product,

7:26:44

and time. Client acquisition should

7:26:47

never really be your problem. Like

7:26:49

especially as a member of this program,

7:26:51

especially with just like this video

7:26:52

alone, just your understanding of

7:26:54

iteration, systems thinking, scientific

7:26:56

the scientific method,

7:26:59

you know, com like coupled with my

7:27:01

proper client acquisition systems and

7:27:03

appointment booking systems and sales

7:27:05

training like you should never struggle

7:27:07

to get clients. Appoint booking is

7:27:09

mastered, you know, typically through

7:27:11

paid ads, but all methods are great. Um,

7:27:14

but if we want serious predictable

7:27:16

client acquisition as soon as we have

7:27:18

enough cash where we're comfortable

7:27:19

losing, you know, $50 to $100 a day in

7:27:21

ads, this is when we want to run paid

7:27:23

ads. But for now, we need to simply just

7:27:26

find a winning system or two, get them

7:27:28

in KPI through scientific testing and

7:27:30

iteration, which we covered, and then

7:27:33

just scale that right on a micro level.

7:27:36

And sales is a skill we'll work on

7:27:38

pretty much forever, like literally the

7:27:40

rest of our lives. So, I don't believe

7:27:42

mastering sales is ever really possible

7:27:45

as it is a lifelong skill, but we will

7:27:48

cover sales in its entirety in the sales

7:27:50

module, right? We will have a really,

7:27:52

really good program built off of the

7:27:54

best minds just for sales. Now, the

7:27:58

second thing is your product. So, your

7:28:01

product is like literally your business,

7:28:03

right? It is the most important part of

7:28:05

your business, like obviously. And

7:28:07

because you're in this program, I prefer

7:28:09

you to call it your product instead of

7:28:11

quote unquote service delivery. Um, the

7:28:14

reason why people in this space call it

7:28:16

service delivery is because it seems

7:28:17

almost secondary,

7:28:19

right? The delivery of service. It's

7:28:22

like no [ __ ] It's like most colors and

7:28:26

mo most core sellers and gurus like sell

7:28:29

that all you need to do is get

7:28:30

appointments and get clients and close

7:28:32

them and your problems will be solved.

7:28:33

But in actuality,

7:28:35

I thought this too at least and then I

7:28:37

joined a mentorship all a sudden I had

7:28:39

10 new clients that after you know going

7:28:42

through some mindset shifts after going

7:28:45

through some mindset shifts and

7:28:46

increasing my volume of you know

7:28:48

outbound but then I was like oh wait

7:28:51

those 10 new clients didn't make that

7:28:53

much money for my services and then I

7:28:55

had a dispute a refund request. I had

7:28:56

like two disputes. It's like thankfully

7:29:00

it's easier to solve these problems with

7:29:01

some cash which was nice. Um and we will

7:29:05

cover these uh problems in future

7:29:09

modules of you know your actual building

7:29:11

your product. The third thing is time.

7:29:14

People don't account for time like

7:29:18

take it seriously like the typical

7:29:19

client turnaround is 3 to six months.

7:29:23

Like what I mean by that is that it

7:29:25

takes three to six months to gauge how

7:29:27

successful your product is to a client.

7:29:31

Like you have to be patient.

7:29:36

I mean thankfully like hitting 10K a

7:29:37

month takes like literally 5 to 10

7:29:38

clients which is a joke which is barely

7:29:41

half of what we need to do to find like

7:29:42

even just a proof of concept before we

7:29:44

even consider scaling. So I hope now you

7:29:48

can kind of gauge how easy 10k a month

7:29:50

should be to hit. All it is is iteration

7:29:54

using the scientific method and building

7:29:55

some systems increasing the scale of

7:29:57

outbound and that's it. Just getting

7:30:00

better at sales. It's like the beginning

7:30:02

stage before the beginning stage, right?

7:30:05

And in summary, like we need to make

7:30:08

sure that we allow enough time so we can

7:30:10

find a proper proof of concept before we

7:30:12

seriously scale. So

7:30:15

have at least 10 to 20 clients have gone

7:30:18

through the full 3 to six months process

7:30:20

to make sure that they could have a

7:30:22

proper turnaround and get the results

7:30:24

that you promised that they'd get at

7:30:26

least.

7:30:28

And those three aspects are what build

7:30:30

you that proof of concept. And now we

7:30:33

can talk about actually scaling. So

7:30:36

diving into scaling we are going to

7:30:38

start with scaling conditions. Now,

7:30:40

scaling is very conditional, right?

7:30:42

We've gone through a lot of, you know,

7:30:45

great information in this video up to

7:30:46

this point. Um, but I do recommend

7:30:50

watching the scaling portion just to

7:30:52

help you understand even if you know

7:30:53

that you're not really here yet and you

7:30:55

just kind of need to focus on building a

7:30:57

proof of concept, which is most likely

7:30:59

the case. But scaling is completely

7:31:01

conditional,

7:31:03

right? So, like whether or not you're

7:31:04

ready to scale is based on a few certain

7:31:07

conditions. First of all, have you

7:31:10

serviced at least 20 clients with a 85%

7:31:13

success rate? If the answer is no,

7:31:16

you're not going to scale. Second of

7:31:18

all, does your offer resonate with the

7:31:19

market? If it doesn't, you're not going

7:31:21

to scale. Third, do you have a

7:31:23

predictable appointment booking system?

7:31:26

If the answer is no, then you cannot

7:31:28

scale. Uh fourth, do you have a

7:31:30

predictable sales process that converts

7:31:32

strangers into paying clients? If you

7:31:35

don't have this, you cannot scale.

7:31:36

Finally, do you have a 3:1 LTGP to CAC

7:31:39

ratio? Basically, do you make 3:1 u

7:31:42

money of lifetime gross profit, gross

7:31:44

profit of your customer acquisition cost

7:31:47

essentially, which we covered earlier.

7:31:48

You should understand this by now. Um,

7:31:51

if you can check off all five of these

7:31:52

boxes, it's time to scale. Okay? And I

7:31:56

mean not just scaling, I mean like

7:31:58

scaling, right?

7:32:00

And

7:32:02

the most, you know, important conditions

7:32:04

out of all these are probably the last

7:32:06

one. Um, I think that this is by far the

7:32:10

most important one as well as the first

7:32:12

one. So, these are the two most

7:32:15

important conditions.

7:32:17

Um, you can get away with scaling in

7:32:19

some aspect without some of the well, I

7:32:22

guess not without them, but without a

7:32:24

bigger like a bigger emphasis on them.

7:32:26

The first and the last one are by far

7:32:29

the most important though. So let's

7:32:32

understand some scaling steps now. So

7:32:35

how do we actually scale? Right? And

7:32:40

remember you can't scale unless you have

7:32:41

these conditions. So if you have these

7:32:43

conditions in check then you can scale.

7:32:44

And now we can actually understand how

7:32:46

to scale. So you might be like very very

7:32:49

surprised but it's extremely simple to

7:32:54

scale. Like it is literally just a

7:32:57

matter of conditions and that's usually

7:32:59

the most challenging part is to get to

7:33:00

these conditions and you know if they

7:33:04

aren't met these conditions and you try

7:33:07

to scale things will begin to break.

7:33:10

Remember operational complexity and

7:33:11

pressure. So here's the four-step

7:33:14

process to scale. First of all hit ideal

7:33:17

conditions. Hit these conditions.

7:33:20

Increase the volume of inputs through

7:33:21

the system. build more infrastructure to

7:33:24

handle all of the more inputs

7:33:27

optimization and management and that's

7:33:30

it. Like that is literally the road map

7:33:34

to building in 100k a month consistently

7:33:36

agency. Like that's it. It's it's it's

7:33:39

crazy. But let's run through a little

7:33:42

bit more detail. So again, these are the

7:33:43

conditions. We already covered these.

7:33:45

The second step is the increase in

7:33:48

inputs.

7:33:50

Now to scale

7:33:52

you just increase the inputs. If you are

7:33:55

running ads you increase the ad spend.

7:33:58

If you in are doing outbound you just

7:34:00

increase the outbound volume. Um if

7:34:03

you're doing organic with posting you

7:34:04

just increase the posting. And

7:34:07

where a lot of people go wrong is that

7:34:08

they have a trouble with scaling. They

7:34:10

reach they either don't reach the

7:34:12

conditions and they try to scale. So

7:34:13

they fail due to operational complexity

7:34:16

and pressure or they actually get to

7:34:19

this point but then their you know their

7:34:22

outbound isn't really as scalable

7:34:25

because it's manually manually done. And

7:34:28

so the ideal scenario is to get to, you

7:34:32

know, five to 10 clients pretty much

7:34:35

naturally on, you know, more of a payin

7:34:37

results type basis and, you know,

7:34:40

developing your product along the way

7:34:42

constantly through the scientific

7:34:43

method. And then eventually when you

7:34:46

have like, you know, 10 to 20 and you're

7:34:47

comfortable losing like $50 to $100 a

7:34:49

day in ads, start to run ads. Get 20

7:34:52

clients and let them run through the

7:34:55

process of like, you know, two to four

7:34:57

or three to six months. And then once

7:34:59

you have that, you could probably check

7:35:01

off all of these. And then from there,

7:35:04

literally take your ad spend and

7:35:06

quadruple it. [laughter]

7:35:08

That's it. It sounds way too easy, but

7:35:10

like the hard part was just finding

7:35:12

these conditions.

7:35:14

Okay. But now that that's done, all we

7:35:16

have to do is hire more setters,

7:35:17

increase the ad spend, post more and

7:35:22

yeah, etc. Like like the reason why you

7:35:25

need to know like to build

7:35:27

infrastructure like let me guess.

7:35:29

Ask yourself could you handle 50 extra

7:35:32

clients right now? Chances are it's a

7:35:35

no. And the reason why is because we

7:35:37

don't have infrastructure built for

7:35:38

that. And so that's why step three is

7:35:40

building infrastructure.

7:35:42

Now we'll go through this process and

7:35:44

actually build this and the more

7:35:47

fulfillment side of things. But now that

7:35:50

we understand that scale is you know

7:35:52

pretty much based off of pressure and

7:35:54

that systems will break to prevent

7:35:57

operational pressure we need to build

7:35:59

infrastructure as we go. So like ideally

7:36:02

the fastest way to scale is to increase

7:36:05

the volume of inputs so much that the

7:36:08

system starts to break. So like if

7:36:10

you're looking to scale and you have

7:36:13

your system right um looks probably

7:36:15

looks looks something like this to be

7:36:16

honest and you get more roofers in you

7:36:19

know increase your ad spend you increase

7:36:20

the inputs a [ __ ] ton you'll find that

7:36:23

something in the process will break.

7:36:26

Yeah, we'll we'll understand throughput

7:36:28

soon so you can see like actually see

7:36:30

where those things break and find where

7:36:33

to build that infrastructure but things

7:36:35

will break in the system and that is

7:36:38

what you need to like build more

7:36:39

infrastructure and optimize and improve

7:36:42

so then you can get more of the output

7:36:44

right that's all it is is just an

7:36:46

increase in inputs

7:36:48

so

7:36:50

you know some of the infrastructure that

7:36:52

we will be building is like automatic

7:36:54

tracking systems proper media buying

7:36:56

procedures, hiring everything out, you

7:36:59

know, actual hiring infrastructure, so

7:37:00

like managing teams and all that good

7:37:03

stuff. And that takes us to step four,

7:37:05

which is optimization and management.

7:37:08

So, as you scale, you'll find that most

7:37:12

of your personal shortcomings and

7:37:14

shortcomings in general with building an

7:37:16

agency and scaling it will be pretty

7:37:18

much in your ability to manage people.

7:37:21

um

7:37:23

building and managing successful teams

7:37:24

becomes your main focus whether that's

7:37:26

CSMS whether that's media buyers whether

7:37:29

that's ISAs like that will be your main

7:37:32

focus um once you get to this point and

7:37:35

so you have to have proper systems in

7:37:38

place and think of your business like a

7:37:40

pipeline and we will cover this towards

7:37:42

the end of the video today um but you

7:37:45

want to find bottlenecks and a lack of

7:37:47

throughput so you can optimize your

7:37:49

systems to increase the cash flow So

7:37:51

that is what optimization and management

7:37:53

looks like and we will cover that in

7:37:55

this video. Um it's a really great thing

7:37:57

to understand and think like um just to

7:38:00

kind of show you how to think again. But

7:38:02

let's go through leverage and

7:38:03

asymmetries.

7:38:06

So leverage when I was starting out with

7:38:08

entrepreneurship I didn't really even

7:38:10

know what leverage meant. I would hear

7:38:12

it all the time in reals and YouTube

7:38:15

videos but I never knew what it meant.

7:38:17

And in this section, I want to cover

7:38:18

leverage and asymmetries just so you can

7:38:20

understand why people succeed so much

7:38:22

faster than others.

7:38:24

You know, aside from like, you know,

7:38:26

ideas and of focus and whatnot. So

7:38:31

people progress so much more than other

7:38:34

people by doing less. Let me explain.

7:38:37

Leverage derives from the words lever

7:38:39

age. So lever comes from like an old

7:38:41

French lever meaning just to lift or to

7:38:44

raise which traces back to Latin. Um

7:38:48

thanks to Chad GBT for that and age is a

7:38:51

suffix that basically means action. So

7:38:55

lever and action. So in its fundamental

7:38:58

definition

7:39:00

it basically means using a small force

7:39:02

or a lever to achieve a greater effect

7:39:05

or advantage or outcome. So that's what

7:39:08

leverage is. So now that you understand

7:39:10

leverage, we need to understand where we

7:39:12

should place our energies and time and

7:39:14

focus to hit our goals. And this is

7:39:16

where asymmetries come into play. So

7:39:18

when thinking about leverage, like think

7:39:21

about a lever, right? If you had a

7:39:25

lever,

7:39:26

I don't know why, but I'm picturing like

7:39:28

a Minecraft lever. If you have a lever

7:39:29

in front of you and you flip it and all

7:39:32

of your dreams come true, then you have

7:39:34

a ton of leverage because like all it

7:39:37

takes to get all of that result is just

7:39:39

to flip a lever. It's easy. You know, if

7:39:42

you flip a lever and it doesn't do

7:39:44

anything, you have no leverage. So, this

7:39:46

is what I mean when people are cold

7:39:47

calling and it's like cold calling is

7:39:50

not bad in the beginning because you

7:39:51

learn skills and a lot of there's a lot

7:39:54

of beneficial things you can get from

7:39:55

that. But if you continuously cold call

7:39:58

for months on end, like I mean you're

7:40:01

spending all of your focus, which is

7:40:02

your energy and time, you know,

7:40:05

constantly pulling the lever to try to

7:40:06

get more appointments, but that action

7:40:08

of pulling the lever is not getting you

7:40:10

very much because you're pretty much

7:40:13

held back by what you can achieve by

7:40:16

yourself.

7:40:17

And that's why delegation is so

7:40:19

important when scaling. Like that's kind

7:40:20

of the key to dele the the key to

7:40:22

scaling in business is just delegation.

7:40:25

Because if you have 10 people cold

7:40:27

calling for you, you have a lot of

7:40:29

leverage. You don't do a whole lot and

7:40:31

you get a lot in return. So I hope that

7:40:34

makes sense. Now let's understand

7:40:36

asymmetries.

7:40:38

So asymmetries are things in your

7:40:40

business in which you can work on to

7:40:41

achieve the intended output of the

7:40:43

system whereby the focus energy and time

7:40:46

required for the input is

7:40:47

disproportionately low. Basically,

7:40:50

asymmetries are places where you don't

7:40:54

have to focus very much and put much

7:40:56

effort in, but you get a lot of results.

7:40:58

Essentially,

7:41:00

anti-ymmetries are the other way around.

7:41:02

So, things that you spend

7:41:05

a lot of energy and time to get the the

7:41:08

attended output, but like

7:41:12

the focus required to get that is like

7:41:14

disproportionately high. So here's like

7:41:17

a visual representation I drew in Mero

7:41:19

for this. Basically, if you have

7:41:21

asymmetric leverage,

7:41:24

you put in not a ton of input, you know,

7:41:28

you can this is much lighter because

7:41:31

it's so much longer here. And because

7:41:35

you you focus on the right things so

7:41:37

that to get the actual intended output

7:41:39

or the result, it's much less effort.

7:41:43

Right? In this example, the rock is the

7:41:45

intended output, you know, which is

7:41:47

actually cash flow and growth in our

7:41:49

agency. And pushing down that lever

7:41:51

represents the input or the effort

7:41:53

required and sacrificed, which is what

7:41:56

we do on a day-to-day basis in order to

7:41:58

get that rock up, right? And the fulcrum

7:42:02

is where we focus. So, it's how we spend

7:42:05

our energy and time on a day-to-day

7:42:06

basis. And this example like it appears

7:42:10

that pushing down to lever pushing down

7:42:12

the lever using our leverage to raise

7:42:14

the rock is you know pretty easy just

7:42:17

due to the length of the lever from the

7:42:20

placement of the actual focus in fulcrum

7:42:24

and this is completely based on where we

7:42:26

spend our energy and time. So for

7:42:29

example, let's say you post one YouTube

7:42:31

video. This is the input. The focus is

7:42:33

the YouTube video. The goal and the

7:42:35

intended output is to get appointments.

7:42:38

And just posting one gets you 30

7:42:40

appointments over its lifetime. That is

7:42:41

a high asymmetric leverage activity.

7:42:45

Another example, hiring one appointment

7:42:47

setters that books 20 appointments a

7:42:48

month. Learning the skill of paid ads to

7:42:51

forever solve appointment booking.

7:42:53

Automatically sending 300 cold SMS to

7:42:55

book four appointments. Hiring one CSM

7:42:58

to manage 30 clients. Client success

7:43:00

manager. Hiring one media buyer to get

7:43:02

successful ad results for every client

7:43:04

you have. Learning and developing a

7:43:06

proper hiring and team management system

7:43:08

to properly delegate. Like these are

7:43:11

high asymmetric leverage activities

7:43:14

because you're only doing like one thing

7:43:16

or just learning one thing and

7:43:18

developing one thing to get a ton out of

7:43:22

the intended output. Right? So that is

7:43:24

the power of asymmetric leverage. So, if

7:43:27

you're ever wondering why people succeed

7:43:29

faster than other people, it's because

7:43:30

they spend their focus, which is their

7:43:32

energy and time, on things that have

7:43:34

more leverage, right? It's like the

7:43:37

thing, it's like the reason why if you

7:43:40

take a guy that's focusing only on cold

7:43:42

calling and you take a guy that's only

7:43:44

focusing on hiring cold callers, like

7:43:47

the guy that's hiring them is going to

7:43:48

make way more money. you know, I guess

7:43:51

that's a pretty, you know, specific type

7:43:55

example, but yeah, it's just it's just

7:43:58

really about where you spend your energy

7:43:59

and time.

7:44:01

And this works vice versa with

7:44:02

anti-asymmetric leverage. And again,

7:44:06

pushing down the lever to raise the

7:44:08

rock, this situation is very, very

7:44:11

difficult just because of the placement

7:44:12

of the fulcrum or otherwise known as how

7:44:16

we spend our energy and time. So an

7:44:18

example of this is like spending four

7:44:20

hours cold calling to get two

7:44:21

appointments.

7:44:23

Tons of input, bad focus,

7:44:26

barely get an barely get the intended

7:44:28

output. Another input, living a crazy

7:44:31

lifestyle, bad focus for the quote

7:44:34

unquote mindset shift in order to scale.

7:44:36

Mindset shifts can come from, you know,

7:44:40

seeing what's out there, but more often

7:44:42

than not, it's not required in order to

7:44:44

scale. Another input building a building

7:44:47

a website. I could actually change this

7:44:49

into spending two days.

7:44:57

Another example, spending two days

7:44:59

building a website to grow the business.

7:45:03

Switching and messing around with

7:45:04

different software to make work more

7:45:06

quote unquote efficient and aesthetic.

7:45:08

Rebranding with a new logo to improve

7:45:10

the company image. Like these are things

7:45:12

that take a lot of input and won't get

7:45:15

you [ __ ]

7:45:17

Like complete anti-asymmetric leverage

7:45:19

activities and they will waste your

7:45:21

time. They'll waste your potential. And

7:45:23

so like if you ever question what you

7:45:26

should be focusing on on a given day,

7:45:29

you just need to have an ultimate goal,

7:45:32

right? And the intended output or the

7:45:34

result. Like this is why I don't set

7:45:36

outcomebased goals.

7:45:39

Um because usually you want to focus on

7:45:41

like your actual input and where you

7:45:43

spend your focus and like where you

7:45:45

spend your energy and time. But for

7:45:47

scaling like when you're considering

7:45:49

scaling your you know you have the

7:45:50

conditions set. It's a good thought to

7:45:53

just like have a number in mind because

7:45:56

scaling to 50k a month is a little bit

7:45:57

different than scaling to 200k a month.

7:46:00

So

7:46:01

and also anytime you don't really know

7:46:03

what to focus on just ask yourself one

7:46:04

question. Does this take me closer to my

7:46:07

goal? And you can pretty much use your

7:46:10

knowledge on asymmetries to make sure

7:46:12

that the things you're doing make sense

7:46:14

or not. But like if you're spending four

7:46:17

hours a day cold calling to get two

7:46:18

appointments, like

7:46:21

this does this might take you closer to

7:46:24

your goal, but not compared to like

7:46:26

hiring one appointment set that books 20

7:46:28

appointments a month. You know what I

7:46:29

mean? And this is what differentiates

7:46:32

people that become super successful and

7:46:34

people that just kind of get by. And

7:46:37

it's really just how they use their

7:46:39

leverage, right? Because everyone has

7:46:41

the same 24 hours in a day. It's just

7:46:43

about how you spend that focus in order

7:46:45

to get your intended output or result.

7:46:48

All right, throughput and bottleneck. So

7:46:52

throughout this whole video, we've

7:46:54

pretty much gone over a lot of the

7:46:56

fundamental ideas that we need as well

7:46:58

as copycats, turn and burn, you know,

7:47:01

how to learn fundamentals, paradigm

7:47:03

intro, everything on scientific

7:47:06

thinking, which is really, really

7:47:07

beneficial as well as how to actually do

7:47:10

that, resources to help you do that. And

7:47:13

then systems thinking, how systems work,

7:47:15

how subsystems work, um feedback, the

7:47:18

metrics you need to track, the CEO

7:47:20

dashboard that you'll use for growth,

7:47:22

how to scale, micro macro, getting proof

7:47:26

of concept,

7:47:28

conditions of scale, asymmetrics and

7:47:31

anti-ymmetric leverage, and now let's go

7:47:33

over throughput and bottleneck. So when

7:47:35

looking to properly scale, we want to

7:47:38

think of our business like a pipeline.

7:47:40

Now, I've created this multiple times

7:47:42

when looking to scale even just any type

7:47:44

of business that I've, you know, been in

7:47:46

been a part of. So, for example, this is

7:47:49

my um roofing agency with paid ads. Um

7:47:54

that is this pipeline right here. I have

7:47:56

other pipelines for like even like my

7:47:58

old window cleaning business, for the

7:48:01

gym agency I had, for cold calling, for

7:48:06

pipelines for this program actually.

7:48:08

like basically

7:48:11

it really really helps to um visualize

7:48:15

your business as a pipeline. Now what

7:48:18

I'm going to actually do right here is

7:48:21

link the miro for this. So when you guys

7:48:25

check this resource there should be a

7:48:28

mirror link so you can view this. Um but

7:48:31

throughput is basically how value flows

7:48:35

through each stage of your business.

7:48:38

So if I were to zoom in a little bit and

7:48:40

visualize this,

7:48:42

this the barrel can be considered as the

7:48:46

essentially like the market or whatever.

7:48:48

But basically the value is the water. So

7:48:50

people go from paid ads into a growth

7:48:52

call, book a demo call, show, set frame,

7:48:55

go through the sales process, close,

7:48:57

success call, onboarding form, docu

7:48:59

sign, adding to Slack, the thread, um um

7:49:04

a success call, like an onboarding call,

7:49:06

launch call, actually the launching

7:49:08

them, um having get their leads called

7:49:10

for them, inspections, closed jobs,

7:49:13

communication, time, results, success

7:49:15

and review, and then money, right? So

7:49:18

when you think about it like this, this

7:49:19

is what throughput looks like, right? So

7:49:22

if we were to look at this in a

7:49:24

different perspective, this let's check

7:49:26

out throughput through like the first

7:49:28

few pipes, right? Just to help you

7:49:31

understand. So

7:49:33

throughput like we know now is the flow

7:49:36

of value from system to system. Okay? So

7:49:38

from system to system to system.

7:49:40

Typically each pipe is some sort of

7:49:42

system, you know, like a show system,

7:49:43

reminder system, growth call system.

7:49:45

like each one of them is typically some

7:49:47

sort of system or some form of subsystem

7:49:50

and the water here is considered the

7:49:52

value. Now think of each pipe as a

7:49:56

system inevitably leave like yielding a

7:49:59

small result right like throughout this

7:50:03

entire process the water will slowly

7:50:06

filter out and fall out of cracks etc

7:50:09

and leave you with like an end yield or

7:50:12

result right which is the purple bar

7:50:14

here and on a macro level there's a few

7:50:16

major systems we need to properly scale

7:50:19

an agency and these are those systems we

7:50:22

need an appointment booking system a

7:50:23

sales sales system, a service system,

7:50:25

and then that's how we make money,

7:50:27

right? And now just keep in mind that

7:50:29

like this is an extremely macro point of

7:50:32

view. This is like looking down from

7:50:34

space. Like you're in a rocket and

7:50:36

you're looking at Earth. Like this is

7:50:38

how far up this view is. And the first,

7:50:43

you know, system we need to succeed is

7:50:44

an appointment booking system. That's

7:50:46

why we typically build that first. The

7:50:48

second system we need is a sales system

7:50:50

that converts. And then the third system

7:50:52

is a value delivery system. So we can

7:50:55

provide a proper service and yield is

7:50:58

what we actually get. Keep in mind that

7:51:00

when we get money after the sales

7:51:03

process, we don't have that money yet.

7:51:05

That is I mean we have it in the bank or

7:51:07

whatever, but don't consider it your

7:51:09

money until they've gotten the results

7:51:11

that you said they were going to get.

7:51:13

This change in view can really really

7:51:16

help and especially you to be a little

7:51:18

bit more patient as well. But let's look

7:51:20

at some other systems. So for example,

7:51:21

an appointment booking system. We take

7:51:23

attention, interest, booking

7:51:25

appointments and shown sales calls. A

7:51:26

sales system, frame and qualification,

7:51:28

pitching, handling objections, and then

7:51:30

closing. A service or a value delivery

7:51:32

system, onboarding, expectations, lead

7:51:35

generation, appointment booking, support

7:51:36

and communication, and then results.

7:51:38

Right? These are some other systems that

7:51:40

we can look at in the you know the view

7:51:42

of throughput.

7:51:44

Now,

7:51:48

this even exists for like very micro

7:51:51

systems such as no show pres such as no

7:51:54

show prevention, follow-ups, the

7:51:57

onboarding process, the launch call

7:51:58

process, client communication. Like, you

7:52:02

could basically make this for

7:52:03

everything. You know what I mean?

7:52:05

Because this is essentially the same

7:52:08

kind of idea as a system. So like again

7:52:11

here is my entire roofing agency just so

7:52:13

you can understand it. And I want you to

7:52:16

start to vis visualize your business as

7:52:18

a pipeline. And when you do this this

7:52:22

giant barrel is the market and the

7:52:25

clients are what's flowing through the

7:52:26

pipeline. And this is how a business

7:52:29

works and how we can actually provide

7:52:31

value. Right? It's pretty apparent in

7:52:34

the examples above that like the yield

7:52:36

becomes smaller and smaller as it goes,

7:52:39

right? And the reason why that happens

7:52:42

is because of bottlenecks. So when we

7:52:45

scale continuously, we will optimize our

7:52:48

business like it's a pipeline fixing

7:52:51

pipes and fixing leaks so we can get

7:52:53

more yield at the end. That's how I want

7:52:56

you to think about it. Like so for

7:52:58

example, bottlenecks. Bottlenecks are

7:53:00

specific points in the pipeline whereby

7:53:02

the throughput is slowed down and

7:53:04

eventually yielding less in return. So

7:53:06

to help you understand this, check out

7:53:08

this visual visualization.

7:53:10

So if we have the start of the actual

7:53:13

whole entire business and pipeline,

7:53:15

let's say we have good, you know, paid

7:53:17

ads, you know, we have reminders, we

7:53:19

have growth calls coming in, we book

7:53:21

demo calls booked, we have reminders

7:53:23

going out, but like try to guess where

7:53:26

our bottleneck is here. All a sudden we

7:53:29

go from having all of this throughput to

7:53:32

very little, right? We have this entire

7:53:34

pipes full and then all a sudden it's

7:53:37

very like it's not there is not as much

7:53:41

flowing through, right? So try to guess

7:53:44

like what our bottleneck is here. And

7:53:46

obviously our bottleneck is our show

7:53:48

rate. And this is why visualizing as a

7:53:52

pipe is so valuable is because if you

7:53:55

have a blockage right here in the pipe

7:53:57

and you go all the way down, by the time

7:53:59

you get to the end, there's going to be

7:54:00

like nothing. There's going to be no

7:54:02

money, no yield, no results, no

7:54:03

anything. So your job as an entrepreneur

7:54:07

and you know to handle the scale and

7:54:09

build infrastructure and optimize for

7:54:11

growth is to constantly fix these pipes

7:54:14

where it matters most to allow the

7:54:17

throughput of value and clients to go

7:54:19

through the system so you can inevitably

7:54:21

make more money.

7:54:24

Now in order to find bottlenecks such as

7:54:27

this we use metrics right if you

7:54:29

remember earlier like we set favorable

7:54:32

KPIs when we set the initial stages of

7:54:35

building the hypothesis and the actual

7:54:37

testing and those are the KPIs in which

7:54:40

we measure the metrics against to

7:54:41

determine whether or not there's a

7:54:42

bottleneck. So, for example, if your

7:54:46

show rate is 20%, then you have a

7:54:48

bottleneck because when you set the

7:54:50

original test for the show rate

7:54:52

reminders and everything and the

7:54:54

different methods you do to, you know,

7:54:56

improve it, your goal KPI might be 55 or

7:54:59

65%.

7:55:01

Yet, you find out after, you know, 30

7:55:03

meetings or whatever to, you know,

7:55:04

because that's the sample size, you find

7:55:07

out that like, oh my god, my show's 20%.

7:55:09

Like, that is a very clear bottleneck.

7:55:12

And not only is it a bottleneck, it's a

7:55:13

bad one, too, because it's so early on

7:55:15

in the process. And that's why we need

7:55:18

to focus on the metrics that have the

7:55:20

most leverage. Because keep in mind that

7:55:22

like your highle metrics are typically

7:55:24

your secondary metrics, right? Like

7:55:28

you're not really going to care about

7:55:29

your positive reply rate if your

7:55:31

appointment booking rate is in KPI. So,

7:55:35

we want to make sure that you focus on

7:55:37

the secondary metric and in all and like

7:55:41

overall just the metrics that have the

7:55:44

most leverage. If one of your key

7:55:46

metrics in the whole process is out of

7:55:48

KPI and it's like glaringly out of KPI,

7:55:50

then that's how you know you have a

7:55:51

really bad bottleneck that you need to

7:55:53

fix. It's good though because once you

7:55:56

realize you have one then you know what

7:55:58

to work on and where to focus and spend

7:55:59

your energy and time and uh have more

7:56:02

you know asymmetry essentially.

7:56:06

Um

7:56:08

but yeah so now that you understand that

7:56:10

the pipe is like you know basically a

7:56:11

system and that we have conversion rates

7:56:13

kind of for each pipe not for everyone

7:56:15

but typically for a lot of them.

7:56:17

Obviously, there are some systems that

7:56:19

we can't exactly track like whether or

7:56:21

not this, you know, whether or not the

7:56:22

client's like doing what he's supposed

7:56:24

to be doing with his time. Um,

7:56:27

but once again, just make sure to focus

7:56:29

on the actual metrics with the most

7:56:31

leverage.

7:56:33

And you should understand that now. And

7:56:36

let's say we were like analyzing, you

7:56:38

know, bottlenecks in an appointment

7:56:40

booking system, right? We take this down

7:56:42

into more of a micro view of just the

7:56:44

appointment booking system. and let's

7:56:46

say it uses cold calling. So we would

7:56:48

first want to monitor the secondary

7:56:50

metric which is the ABR. And to

7:56:53

determine whether or not there's a

7:56:54

bottleneck, we just focus on fixing

7:56:56

that. And let's say the ABR is not in in

7:57:00

KPI. Then we move down to the primary

7:57:02

metric, fix that, and then see if that

7:57:06

metric being fixed influences the ABR to

7:57:09

be in KPI. Then that's how you know

7:57:11

we're good, right?

7:57:14

But basically continuously work down the

7:57:18

you know the pipeline of metrics. So

7:57:21

like let's say you are trying to fix

7:57:24

your ABR right and you find out and

7:57:26

that's a bottleneck and it's really bad.

7:57:28

So you would basically go back in order

7:57:30

of the other ones before then. So you go

7:57:32

like your pitch rate. All right I fixed

7:57:34

my pitch rate. What's now? Let's go

7:57:35

behind that. The pitch rate before that

7:57:37

it's like resonation rate or whatever.

7:57:39

Whatever the order is. It doesn't, you

7:57:41

know, it depends, but basically you just

7:57:44

keep working downstream

7:57:47

and to the, you know, the secondary

7:57:49

metric, the third match, fourth metric.

7:57:51

You just keep going until you find the

7:57:52

actual problem. Okay? And then do this

7:57:55

for enough systems then before you know

7:57:57

it, you'll have pretty solid throughput

7:57:59

all throughout this whole thing. And

7:58:01

that's how you know it's really time to

7:58:02

start getting some more results.

7:58:06

But keep in mind though that like a

7:58:08

conversion rate could be completely in

7:58:10

KPI but still have a lack of throughput

7:58:12

if like a previous pipe is bottlenecked.

7:58:15

Um but

7:58:18

more importantly keep in mind that if

7:58:20

the high leverage metric is in KPI then

7:58:23

do not I mean it do not touch it.

7:58:28

You cannot touch it. You can't afford to

7:58:31

touch it. Like the only way to guarantee

7:58:34

that the successful system and

7:58:36

throughput continuously works and keeps

7:58:38

flowing through

7:58:41

is to just not do anything to it. Like

7:58:46

optimization more often times than not

7:58:48

can lead to just destruction. Like

7:58:51

sometimes it can lead to more

7:58:52

efficiency, but usually it's just

7:58:54

destruction. Like I have a friend for

7:58:57

example that believed his bottleneck was

7:58:59

the quality of his meetings. So his like

7:59:01

DQ rate. So he tried to fix the

7:59:03

bottleneck of

7:59:05

um

7:59:07

appointment booking like he thought his

7:59:08

problem wasn't appointment booking. He

7:59:09

thought that the way he was attracting

7:59:11

the quality of the meetings was

7:59:15

appointment booking and that was the

7:59:16

problem and when in actuality like

7:59:19

nothing was going wrong in his

7:59:20

appointment booking. So he tried to fix

7:59:22

the quality of his meetings by, you

7:59:24

know, changing the outbound scripts and

7:59:25

doing all this and that and he managed

7:59:27

to lower his appointment booking rate

7:59:29

from 3.5%

7:59:31

in cold SMS to lower than 1%.

7:59:35

And sure, he got some better quality

7:59:36

meetings, but now he was getting no

7:59:38

meetings.

7:59:40

And it's like that is how you [ __ ] up.

7:59:44

And so that's why when you have

7:59:46

something that's working and you have a

7:59:48

successful secondary, you know, metric

7:59:50

like ABR that's three and a half percent

7:59:52

that's well in KPI, you do not want to

7:59:55

touch a thing. Instead, here's how to

7:59:58

actually fix bottlenecks.

8:00:00

So, you know, first of all, we have to

8:00:01

build successful systems in the first

8:00:03

place. And this will be easy with this

8:00:05

program because I have them for you. But

8:00:08

every system we have for you is pretty

8:00:10

much a successful system that will

8:00:12

constantly improve over time.

8:00:14

Now, the second thing you need to do is

8:00:17

that once you're in KPI, you need to

8:00:19

stay in KPI.

8:00:22

And once again, the only way to do that

8:00:24

is to not touch it. So, watch it closely

8:00:28

kind of like a hawk. Make small changes

8:00:30

to combat the cycl cyclicalness, but do

8:00:33

not mess with it. And I mean it, please.

8:00:36

You will just regress.

8:00:39

The reason why systems break over time

8:00:42

because like even though although we're

8:00:43

doing the same thing in the system is

8:00:45

because the environment changes, right?

8:00:47

Like I mentioned earlier when we talked

8:00:48

about systems. And third of all like

8:00:52

systems will break. You know what I

8:00:54

mean? They will break. Like they are

8:00:56

inevitably going to break. So how do you

8:00:58

fix those bottlenecks and rejuvenate

8:01:00

them? First thing you want to do is

8:01:02

search for anomalies.

8:01:05

Go through the inputs. Go through the

8:01:06

process and then go through the

8:01:07

environment.

8:01:09

Right. So essentially

8:01:13

three of these steps resides in you know

8:01:16

analyzing the actual system itself. But

8:01:18

the first thing is that like before you

8:01:22

even look at the system like look for

8:01:24

some anomalies. What I mean by that is

8:01:26

like there's there could be some crazy

8:01:28

extraneous circumstances that could be

8:01:30

causing what's happening to be

8:01:31

happening. Like if your ABR you know is

8:01:35

like 0.4% 4% but then you find out that

8:01:38

your calls aren't even going through at

8:01:39

all because of ATP verification.

8:01:42

You don't need to worry about the inputs

8:01:43

or the process. You need to fix the

8:01:45

anomaly.

8:01:48

You know what I mean? Another example is

8:01:49

that your setters could be booking much

8:01:51

less appointments and you might be

8:01:52

wondering like why why is this

8:01:54

happening? But then you find out that

8:01:56

they're literally on vacation. You know

8:01:58

what I mean? So the first thing you want

8:02:00

to do to fix bottlenecks is to search

8:02:03

for anomalies. And the second thing and

8:02:06

the third and fourth as well are all

8:02:08

catered towards looking actually into

8:02:10

the system itself. Inputs are the next

8:02:13

step to fixing bottlenecks. So if it

8:02:16

isn't an anomaly of any kind, then now

8:02:18

we can move on to actually analyzing the

8:02:21

system itself. So the second step is to

8:02:25

take a look at the inputs. Right? If the

8:02:27

system was in KPI before and it's

8:02:29

falling out slowly, see what's changed

8:02:31

because I guarantee you something has

8:02:33

changed. like with that example of my

8:02:36

friend um right here,

8:02:39

he was confused. He's like, "How did my

8:02:41

ABR drop so much? It must be some like

8:02:43

like the method isn't working as well

8:02:45

and the the market." He was blaming the

8:02:47

market, but it's like it wasn't the

8:02:49

market. You just didn't really realize

8:02:51

that you changed what you changed,

8:02:54

right?

8:02:56

So,

8:02:57

the second step is to look at the

8:02:59

inputs. If it's not an anomaly, chances

8:03:02

are it might be the inputs. Now,

8:03:07

there's always a good chance that the

8:03:09

inputs has have changed and you want to

8:03:12

fix this because most likely it is the

8:03:15

issue once you've determined that

8:03:16

there's no anomalies. So, like for

8:03:18

example, I started doing cold email a

8:03:20

super long time ago with the gym niche

8:03:22

and I was diagnosing the system because

8:03:24

like my ABR was like 0.3%. Really bad.

8:03:27

And then I came to find out that, you

8:03:30

know, there was no strange anomalies.

8:03:32

Like there was kind of an anomaly and it

8:03:33

was because of my delivery rate. And

8:03:36

once I fixed that, then I still had a

8:03:40

bad ABR and I was like, "Okay, maybe

8:03:41

it's my inputs." And it was I found out

8:03:44

that the leads, the lead sourcer I was

8:03:48

using, the guy that was sourcing my

8:03:49

leads was barely even getting gyms. Like

8:03:52

it was like studios, right? So that's

8:03:55

the second way of solving a bottleneck.

8:03:58

The third is going through the process.

8:04:00

So now at this point, we're pretty much

8:04:03

just going through the actual system,

8:04:05

right? We're starting with the input.

8:04:07

Now we're going to analyze the process.

8:04:10

So we can get the output and we'll know

8:04:12

by the feedback, but then the

8:04:13

environment will also analyze as well

8:04:15

because that affects it. So

8:04:18

the third thing is the process. If

8:04:20

there's no anomalies, if there's no

8:04:22

errors with the input, it's most likely

8:04:24

the process itself.

8:04:26

And just make sure to determine whether

8:04:28

or not you've changed something to break

8:04:30

it, right? For example, my friend broke

8:04:32

it by changing his script. And the way

8:04:35

you can do this is by breaking it down

8:04:37

to a bunch of variables. So, for

8:04:39

example, having like an opener, a pitch,

8:04:40

like a CTA.

8:04:42

um if you're talking about a script and

8:04:44

then just figure out what micro changes

8:04:46

you've made that could have affect

8:04:48

affected it to you know essentially

8:04:50

break and you want to continuously test

8:04:53

and just make sure to not drift away

8:04:54

from what works. Okay, the whole point

8:04:57

of the scientific testing thing is to

8:04:58

make sure that you can never really

8:05:00

regress.

8:05:02

So if it's not any of these three things

8:05:05

right here, then there is most likely

8:05:08

100% chance that it is the environment,

8:05:11

you know. over enough time like chances

8:05:14

are if there's no bottlenecks in the

8:05:16

systems and the system is working you

8:05:18

know really damn well it could you know

8:05:20

it will start like gradually or suddenly

8:05:23

start functioning very poorly and it's

8:05:27

very very likely that's due to the

8:05:28

change in the actual environment or the

8:05:30

market. So the way to combat this is to

8:05:34

use your knowledge of the market. Figure

8:05:37

out first of all what might have

8:05:38

changed,

8:05:40

you know, for the for the market's lack

8:05:42

of performance. And to fix this, just

8:05:45

use the scientific method that we

8:05:46

covered earlier in this video to iterate

8:05:48

better and, you know, change processes

8:05:51

until you find something that's working

8:05:53

or just copy someone. You know, it's

8:05:56

different than being a copycat because

8:05:58

you're copying a system that you know is

8:06:00

working well. Now, don't just copy

8:06:02

everything word for word or whatever.

8:06:04

Um,

8:06:06

but you can always copy someone or a

8:06:09

system that's working really really well

8:06:10

in the current state of the market and

8:06:12

then you can use that and iterate from

8:06:15

that, make it your own and make it even

8:06:17

better. So, this video has been pretty

8:06:19

loaded. I was kind of expecting the

8:06:21

recording to be another hour than it

8:06:22

was. Um, but the last thing I have for

8:06:25

you guys is to post your wins. To recap,

8:06:29

we went through fundamental flow,

8:06:30

understand the basics of fundamentals

8:06:33

and strategy, strategy, stimuli and

8:06:36

systems. Went through copycats, decay

8:06:38

and renewal about how stimuli becomes,

8:06:42

you know, effective and also

8:06:43

non-effective over overexposure.

8:06:46

Churn and burn, how most agency owners

8:06:48

are currently running their agencies,

8:06:50

how to not be that. Multi-disiplinary

8:06:52

thinking, thinking through disciplines,

8:06:55

the entrepreneurs toolbox, how we use

8:06:57

discip disciplines and fundamentals like

8:06:59

Legos,

8:07:00

actually learning the fundamentals by,

8:07:02

you know, buying the books and studying

8:07:05

them. Paradigm intro, this the

8:07:07

introduction to how to see and then

8:07:10

essentially

8:07:12

scientific thinking where we understood

8:07:14

how to build the hypothesis, test it,

8:07:16

observe the feedback, iterate and the

8:07:19

actual database for doing that.

8:07:21

systems the second discipline where we

8:07:23

want to inputs process output feedback

8:07:25

environment and then the metrics that we

8:07:28

need and then finally my paradigm so

8:07:31

that you guys can see through how I see

8:07:34

things basically just to help you

8:07:36

understand that there is no guesswork

8:07:39

really and it's all just seeing through

8:07:41

disciplines

8:07:43

scale and how to essentially scale the

8:07:46

sequences to scale micro and macro

8:07:49

operational complexity operational

8:07:51

pressure, the proof of concept you need,

8:07:54

how to get the proof of concept, the

8:07:56

conditions you need to scale, the actual

8:07:58

steps you need to scale, how leverage

8:08:01

and asymmetries work, how throughput and

8:08:03

bottlenecks work, and then finally

8:08:07

posting your wins. So, I hope you guys

8:08:10

enjoyed this video. So, this was a bit

8:08:12

of a longer one to make, but I think the

8:08:15

value is definitely here. And I would

8:08:19

have paid thousands for this information

8:08:21

when I was starting out. Just remember

8:08:23

that like the more you think you don't

8:08:25

need the theory, the more you need it.

8:08:28

Same with the mindset stuff. And

8:08:31

I want you guys to crush it. So, I thank

8:08:34

you very much for watching this video

8:08:36

and sticking to the end. um re-watch the

8:08:39

video, this video as much as you can

8:08:41

because a lot of this information is

8:08:43

really, really valuable. It's kind of

8:08:45

just a big jam-packed, you know, block

8:08:47

of information. Um the timestamps will

8:08:50

always be in the school description for

8:08:51

you to, you know, visit specific points,

8:08:53

concepts, theories, fundamentals. But in

8:08:56

the next video, we're going to go over

8:08:58

some more key disciplines. Like we

8:09:00

mentioned, um this is how I see client

8:09:03

acquisition as well as building an

8:09:05

agency as well as CS. So now that we

8:09:09

have this covered and this covered um

8:09:11

the next video you can expect to see

8:09:13

evolutionary biology, psychology,

8:09:16

network science, natural biology,

8:09:18

genetics, economics, you you can expect

8:09:20

to see some of these as well. Um because

8:09:22

once we have these fundamentals, let me

8:09:25

preface once we have these disciplines

8:09:27

and fundamentals

8:09:29

installed into our brain, there is zero

8:09:33

there's a 0% chance of failing.

8:09:37

All right, so that's how it works.

8:09:40

Anyways, I will see you guys in the next

8:09:42

video. Thank you for watching and uh

8:09:44

best of luck. So, I've hope you've

8:09:45

enjoyed so far into this video. Just a

8:09:47

couple of things really quickly. Number

8:09:49

one, if you haven't already, leave a

8:09:50

like, comment, share this video with

8:09:52

people that you think it would be

8:09:53

helpful for, subscribe, and also check

8:09:55

out my Instagram down below. Drop me a

8:09:57

follow if you haven't yet so far. I'm

8:09:59

asking this because I'm assuming you

8:10:00

found it valuable if you're still

8:10:01

watching it. And now before we talk

8:10:03

about how to actually get clients for

8:10:05

this business and grow it, first you

8:10:07

need to understand the service from

8:10:08

start to finish. How to build the

8:10:10

service, how to provide the service, and

8:10:11

everything associated with what we're

8:10:13

actually doing for our customers. It

8:10:15

wouldn't make too much sense to talk

8:10:16

about getting clients when you don't

8:10:17

even know what you're helping them with.

8:10:19

So, we're going to now go over

8:10:20

everything client fulfillment. So, I

8:10:22

hope you enjoy and um yeah, we'll talk

8:10:24

soon. Hey everyone, it's Owen Rensland

8:10:26

and welcome to the client fulfillment

8:10:28

module. So before I go through any of

8:10:29

this material, you need to watch just a

8:10:31

quick overview of what we are about to

8:10:33

build and set up. So most people I've

8:10:36

seen rush client fulfillment and skip

8:10:38

around just to see like what they need

8:10:39

and implement it. But most people fail

8:10:41

to like understand what they're actually

8:10:43

delivering. Hence, most people have

8:10:46

average service delivery and average

8:10:48

results. So watch this video first. It's

8:10:50

short on purpose. Okay, this video is

8:10:51

like a couple minutes long. So here's

8:10:53

the entire client journey for this model

8:10:54

and like getting them results. they pay

8:10:57

and the second the payment clears the

8:10:59

relationship begins right there's no

8:11:00

there should be no dead time obviously

8:11:03

if we want to reduce buyers remorse

8:11:05

after that there's an onboarding call so

8:11:06

one 30 to 45 minute call and get them

8:11:09

fully set up resell them as well so

8:11:11

they're they're more excited than when

8:11:13

they paid the building phase is usually

8:11:16

1 to three days um you can build out the

8:11:18

entire thing behind the scenes and it'll

8:11:20

probably take like 30 minutes to be

8:11:21

honest but promise that it's going to

8:11:23

take like three to five working days for

8:11:24

them and deliver it in like 1 to two I

8:11:26

usually do like one launch ads go live,

8:11:29

which is the slowest stretch by far.

8:11:32

Please be careful about expectation

8:11:34

setting and set this clearly as an

8:11:36

expectation that it's going to be slow

8:11:37

early on and celebrate the wins when

8:11:39

they come. But when you do have a

8:11:41

winning pixel and you're running it on

8:11:42

off your own page, like the results will

8:11:45

be faster sooner.

8:11:47

So this slow stretch will be not as

8:11:50

painful.

8:11:51

Optimize, read the data, kill what's

8:11:53

losing, scale what's winning. just

8:11:55

optimize the ads and actually scale them

8:11:56

up and then retaining them. So, keeping

8:11:58

them paying for months and years. So,

8:12:00

like this is the typical timeline of a

8:12:01

client. And the cycle that this exists

8:12:04

within is you get attention, you get

8:12:07

leads for them, they have impeccable

8:12:10

speed to lead.

8:12:12

The leads will book, show, and close.

8:12:15

So, you're going to run high performing

8:12:16

ads that get attention of the client's

8:12:18

local area to get them, you know, people

8:12:20

interested in their services. someone

8:12:22

will fill out the form from the ad and

8:12:24

this does not mean anything has happened

8:12:26

yet. Just because they're getting a lead

8:12:27

that is not good or that doesn't really

8:12:30

mean anything yet. Speed to lead is

8:12:33

probably the biggest most important

8:12:35

part. And I don't have, you know, a part

8:12:37

of the module about speed to lead

8:12:39

because I the way I have it set up is

8:12:41

most companies I'm working with are big

8:12:43

enough where they have like their own

8:12:44

sales teams. And because of that,

8:12:46

they're already pretty versed and well

8:12:48

versed on speed to lead, right? they

8:12:49

already if they're doing like three to

8:12:50

five million a year oftent times these

8:12:53

guys will be they'll be pretty quick to

8:12:56

respond to leads and call leads up but

8:12:59

the lead any lead that they get must be

8:13:03

contacted within 5 minutes

8:13:06

this will make or break everything okay

8:13:07

if you have amazing service delivery

8:13:09

amazing you know retention amazing

8:13:11

client success like all of it's good but

8:13:13

speed to lead's bad you won't get good

8:13:15

results okay I'm not sure the exact math

8:13:18

math on this about like how important it

8:13:20

is, but like I can even look it up.

8:13:28

Yeah,

8:13:30

78% of B2B and B TOC customers buy from

8:13:32

the vendor that responds first.

8:13:35

That is the power of speed to lead. Our

8:13:37

automations already send messages to

8:13:39

them first, but the faster that the

8:13:42

company can call, the better the results

8:13:44

are. So, you need to make sure that this

8:13:45

is dialed in. Okay? like it's got to be

8:13:49

impeccable. So, confirm it on their end.

8:13:51

I mean, they probably have a team to

8:13:53

deal with this and a sales team. If not,

8:13:54

the owner is going to be calling your

8:13:55

leads at the beginning. Um, and you need

8:13:57

to have them call through the platform.

8:13:59

So, we can actually see how fast their

8:14:00

speed to lead is. And there is ways also

8:14:02

we can automatically track speed to lead

8:14:05

booked. So, the leads will turn into

8:14:07

booked appointments and they agree to an

8:14:08

appointment and it lands on their

8:14:09

calendar. Shown, the appointment

8:14:12

actually happens. The prospect shows up

8:14:13

and then close. That's when the client

8:14:15

actually makes money off of our

8:14:16

services, right? Getting a company a

8:14:18

bunch of leads doesn't matter. Okay?

8:14:20

Getting even a company a bunch of booked

8:14:22

appointments doesn't matter. But getting

8:14:25

a company shown appointments, that's

8:14:28

what matters. Okay? Keep in mind, every

8:14:31

system that you build, every automation,

8:14:33

every check-in exists purely just to

8:14:35

push people through this cycle and stop

8:14:38

people from leaking out of it. When

8:14:40

something feels confusing later or like

8:14:42

you're not sure whether or not you

8:14:43

should add this to your service, just

8:14:45

ask [snorts] what part of this process

8:14:47

it helps. And there's always an answer.

8:14:49

Just think of this like a pipeline of

8:14:51

like water flowing down a pipe. And

8:14:53

there will be natural leaks at each

8:14:55

step. And the me the least amount of

8:14:57

leaks you can have, the better your

8:14:58

service is going to be. And that

8:14:59

optimization looks like having better

8:15:00

ads, having better landing page, having

8:15:04

better you know speed to lead. So just

8:15:06

calling having the client call faster or

8:15:08

reach out faster. um having a higher

8:15:11

converting booking page, having a better

8:15:13

show up process, and then them having a

8:15:15

better sales process, right? All we can

8:15:17

control is everything here. We can't

8:15:20

control down here. Um

8:15:23

this is even a little bit out of our

8:15:24

control if we have uh we don't have like

8:15:27

people to call their clients leads for

8:15:28

them, which most companies actually in

8:15:30

home improvement don't want that,

8:15:32

believe it or not. So that's why I

8:15:33

actually like got rid of all the people

8:15:34

that I had to call my clients leads is

8:15:37

because most companies that are bigger

8:15:38

already have these systems as like

8:15:39

dialed in in place and they don't want

8:15:41

to have some outsider try to do you know

8:15:44

lead follow-up when they already have a

8:15:45

working system. So fulfillment versus

8:15:49

the sale. Keep in mind that selling the

8:15:51

client and fulfilling for the client are

8:15:52

two completely different types of jobs

8:15:54

for you and skills that you have to

8:15:56

learn as well. The sale is just getting

8:15:58

them to say yes. Fulfillment is

8:15:59

everything after building a service,

8:16:01

getting it live, and turning leads into

8:16:02

shown appointments that they pay for.

8:16:05

Most people are nervous about

8:16:06

fulfillment because they've never

8:16:08

actually seen it live in front of you,

8:16:10

you know, and you don't know if it's

8:16:11

like real and how well it actually works

8:16:13

because you haven't like actually been

8:16:14

in a client relationship if you haven't

8:16:15

had clients yet. But you will see the

8:16:18

full picture in this program. You will

8:16:19

see it built out live as well as the

8:16:20

results from a winning campaign, etc.

8:16:23

Um, but here's the truth that should

8:16:25

calm you down. Fulfillment is very

8:16:27

repeatable. Okay? It's way more

8:16:28

repeatable than the sale. The sale

8:16:30

changes with every prospect. There's

8:16:31

different kinds of people you're selling

8:16:32

to and everything like that. Fulfillment

8:16:34

is pretty much the same every single

8:16:35

time, okay? Because we're going to be

8:16:37

running the ads on our own accounts, our

8:16:38

own pages. There's no logging into their

8:16:40

Facebook, no waiting on an ad account to

8:16:42

warm up, no permiss permission mess.

8:16:44

Like, you control all of it. And that's

8:16:46

why you can get a result like a client

8:16:47

fully live in under 30 minutes and get

8:16:49

them amazing results.

8:16:52

Just remember that like you're not

8:16:53

having to learn a hundred different

8:16:55

things. All you're doing is learning to

8:16:58

be able to perfect one system and then

8:17:00

just repeating it over and over and over

8:17:01

again for all your clients. Obviously,

8:17:04

like some stuff will vary client to

8:17:06

client, you know, like not all clients

8:17:08

going to be running the same ads, same

8:17:10

offer prices, same ad offers, same

8:17:12

creative, like things are going to vary.

8:17:15

Like things are going to vary per

8:17:17

client, but the amount of variation is

8:17:20

pretty small. So that like we're

8:17:22

basically just building out the same

8:17:23

service every time for each client.

8:17:25

the two tracks. So when you build this

8:17:28

stuff out, two things will happen at the

8:17:31

same time and you have to manage both,

8:17:34

your track and their track. So behind

8:17:36

the scenes, you have the actual build,

8:17:38

you have the sub account build out, you

8:17:39

have the automations, the creative, the

8:17:41

funnel, the campaign. Um, this is all

8:17:44

quiet and invisible to them and takes

8:17:45

around 30 to 60 minutes of work once you

8:17:47

have it dialed in and actually actually

8:17:49

like know what you're doing. Um, if you

8:17:53

only do this and only build this up

8:17:54

behind the scenes, like yes, they will

8:17:56

get decent results, but they won't be

8:17:58

happy. Okay? So, you need to understand

8:18:01

that this is like a two-part system. The

8:18:03

second part is their track and this is

8:18:05

what the client actually feels and

8:18:07

experiences.

8:18:08

So, the the experience through updates,

8:18:10

voice notes, proof of work photos, like

8:18:13

texting them, talking to them, calling

8:18:15

them, they need to feel as if someone

8:18:18

smart is working on it.

8:18:20

And this stuff takes minimal time every

8:18:21

single day, but it requires lots of

8:18:23

consistency.

8:18:25

You know, I think a lot of people lose

8:18:27

clients over time by not consistently

8:18:30

reaching out to them and like making

8:18:32

sure that they actually have a good

8:18:33

experience because if you only do this,

8:18:36

you'll get a happy client, but you won't

8:18:38

get much results, right? And you need

8:18:39

both of these to make this work. The

8:18:41

client cannot see your work. They have

8:18:42

no idea really how hard you work unless

8:18:45

you show them. So, pretty much the rule

8:18:47

from day one is just make the invisible

8:18:49

work visible. Whether that's a photo of

8:18:51

your screen open on their campaign or

8:18:53

like uh a voice note of you working and

8:18:55

so they can hear your voice, a video of

8:18:57

you breaking something down. Keep in

8:18:58

mind that these two tracks happen at

8:19:00

once and you need to be good at both of

8:19:02

them. Just one isn't enough. What

8:19:03

onboarding collects, read this first.

8:19:05

So, every live setup/building video

8:19:07

after this, because we have a lot of

8:19:08

live videos of me building things, they

8:19:10

all assume that you already have certain

8:19:12

things from your client. You want to

8:19:14

collect all of it on an onboarding form

8:19:16

and an onboarding call, which I will

8:19:18

explain very very soon. So, if you have

8:19:20

any questions about this, see the

8:19:21

onboarding and launch video, which is

8:19:23

the one right after this. Here's the

8:19:24

information you need from your clients.

8:19:26

You need to know where to send the lead

8:19:28

and appointment notifications, the

8:19:30

service area, so location, mile radius,

8:19:33

uh the numbers, so like what the average

8:19:35

ticket sizes for them, their crew

8:19:37

capacity, their target demographic, what

8:19:38

type of jobs they're looking for, their

8:19:41

legal name, address, website, social

8:19:42

hours, when they actually want to get

8:19:44

appointments, calendar access, connected

8:19:47

live on the call, you know, a calendar

8:19:48

integration, assets, so photos of them

8:19:50

on the job optionally, um pictures of

8:19:52

their jobs in the past, and then also

8:19:54

the people who's going to like the

8:19:56

person who's in charge of contacting no

8:19:57

leads. These are all information like

8:19:59

things that you're going to have to get

8:20:00

from your client before you can actually

8:20:01

build the stuff out. But I'll explain

8:20:02

that in the next video. I just want to

8:20:03

prepare you for that. And um yeah, I

8:20:06

hope you enjoy this module. It's really

8:20:07

really strong, really powerful, probably

8:20:09

the best I've ever seen personally in

8:20:11

the market. Um and it's allowed me to

8:20:14

have clients that have paid me well over

8:20:16

$50,000 in profit over their lifetime.

8:20:18

So, it works well. Um just follow the

8:20:22

stuff. Think for yourself. Don't follow

8:20:24

it blindly. And um

8:20:28

yeah, hope you enjoy. Hey everyone, it's

8:20:29

Owen and welcome to onboarding and

8:20:31

launch. So once a client has agreed to

8:20:34

go with you, the client-f facing

8:20:35

onboarding has to be seamless. That's

8:20:36

what this video is about, the client-f

8:20:38

facing onboarding.

8:20:40

That is obviously the whole point of

8:20:41

running ads on our own accounts and our

8:20:42

own pages because we're not logging into

8:20:44

their Facebook. We're not dealing with

8:20:45

all that BS. We're not having to get

8:20:47

permissions. We're not waiting for their

8:20:49

ad account to warm up or the pixel to

8:20:51

get better. We control all of it and

8:20:53

it's already set up. And that's why we

8:20:55

can get a client fully set up in live

8:20:56

under 30 minutes without, you know, the

8:20:57

mess most agencies have to put people

8:20:59

through. So, one onboarding call does

8:21:02

everything that we need to do pretty

8:21:04

well. Um, there isn't really that much,

8:21:07

I'll be honest, but the main things are,

8:21:09

you know, setting up an agreement,

8:21:10

setting up go high level, getting them

8:21:11

integrated, and then a couple days

8:21:13

later, they will wake up to leads and

8:21:15

appointments and think you're a wizard.

8:21:16

And this has happened for pretty much

8:21:18

all of my clients. I mean, I just had a

8:21:19

client sign with me literally two days

8:21:21

ago, launched their ads yesterday, and

8:21:23

they already got a show an appointment.

8:21:24

So, that's the power of having your

8:21:27

systems be native and just really

8:21:29

nailing this whole onboarding process

8:21:31

and launch process. So, the second the

8:21:33

payment goes through, everything starts.

8:21:35

There's no dead time between when they

8:21:37

say yes and the onboarding because the

8:21:38

dead time is where people start second

8:21:40

guessing whether or not they just like,

8:21:41

you know, the buyer remorse sets in and

8:21:43

they second guess what they just paid

8:21:44

for. 80% or more of that buyers remorse

8:21:47

happens within the first 24 hours of

8:21:49

buying. So um

8:21:52

if you can you want to get wins as fast

8:21:55

as possible. So we can automate this

8:21:56

process to speed it up. So to collect

8:21:58

payment all you have to do and get card

8:21:59

on file is just send the payment link in

8:22:00

the meeting chat right there on the call

8:22:02

and let them fill it out. Um the most

8:22:04

important thing here that matters is

8:22:07

turning on save payment details for

8:22:09

future use or if it's [ __ ] just asking me

8:22:11

AI to create a payment link for you. So,

8:22:13

the way that this actually works is if I

8:22:15

go into [ __ ] um and click on this little

8:22:18

AI bot right here, I can ask make me a

8:22:22

payment link

8:22:23

for I don't know 3K

8:22:26

um which saves payment details for

8:22:30

future use for the product Homewise

8:22:35

and has a redirect link

8:22:38

to homewiseervices.comwelcome.

8:22:43

You can ask it this and it will

8:22:44

literally do it for you. Okay, it'll

8:22:46

take like a minute, but you'll have a

8:22:48

payment link for however much you want.

8:22:49

You can also do custom payment plans

8:22:51

with this AI as well. Like it's very

8:22:52

powerful. So that's how I would go about

8:22:54

doing it. Okay, that save card is what

8:22:57

lets you bill per result later. So once

8:22:59

they actually bill, you can just, you

8:23:01

know, charge them pay per result,

8:23:02

whatever it is through [ __ ] You can just

8:23:04

charge the customer. Um once you go to

8:23:06

dashboard and go to customers, you can

8:23:07

actually just click on a customer and

8:23:08

manually charge them with a saved

8:23:10

payment like you know payment

8:23:11

information on file. Um you can automate

8:23:15

this process of you know doing paper

8:23:17

results. I would recommend just once a

8:23:19

week though just doing it manually. I've

8:23:21

done that for years for clients and

8:23:22

every Friday so tomorrow I just go

8:23:24

through and charge all my clients and

8:23:26

that's what I would recommend you do

8:23:27

because one it's enjoyable and two it

8:23:29

makes sure that there's no errors and

8:23:31

that you do it correctly because

8:23:33

sometimes if you know the the first you

8:23:34

know the first time that they see a bill

8:23:36

from you that they don't recognize

8:23:37

that's incorrect that is when they start

8:23:40

thinking oh my god is this guy like a

8:23:42

scam or what what's wrong like why is

8:23:44

why am I getting charged for things I

8:23:45

didn't pay for and things just you know

8:23:48

go off the rails So, I would recommend

8:23:51

just doing it manually through here um

8:23:52

through [ __ ] or through something like

8:23:54

this. And um

8:23:56

yeah, so it just made a payment link

8:23:58

right here for the product and basically

8:24:00

they can fill it out, save the payment

8:24:02

details on file. Um and yeah, so that's

8:24:07

how you can make payment links and send

8:24:08

them. Um if they need financing, Stripe,

8:24:11

CLA, um there's a lot of different kinds

8:24:13

of financing you can have. So like when

8:24:15

they will fill out this checkout link

8:24:16

basically

8:24:18

um you would go through the process fill

8:24:21

out the card information and there would

8:24:23

be some options on here as to like what

8:24:24

financing options you can use. So,

8:24:26

Clara, Afterpay, you can also allow

8:24:28

them. Be like, "Hey, can you allow Clara

8:24:29

and Afterpay?" And it will allow those.

8:24:31

If they're, you know, if you're 18 plus

8:24:33

with a 650 plus credit score, um, they

8:24:36

can basically type in a card

8:24:37

information, a credit card in there and

8:24:39

finance it and pay like $300 a month, 0%

8:24:43

APR for a while. So, it means there's no

8:24:45

interest. Um, but you get there's a fee

8:24:48

for you, right? All right. So, if you

8:24:49

collect like $1,000, let's say, you're

8:24:51

probably going to collect actually like

8:24:52

$830 because of the fee um for using

8:24:56

that, but you collect the whole amount

8:24:57

up front, right? So, if they finance

8:24:58

like a $4,000 PIFF and they pay $500 a

8:25:02

month for a certain amount of months, if

8:25:03

they don't pay it, it messes up their

8:25:05

credit score and you collect the full

8:25:06

amount at, you know, like the pay in

8:25:08

full. Um, but you collect less because

8:25:10

of the fee that the financing provider

8:25:13

will take. So, the best payment

8:25:16

processors are by far [ __ ] Stripe fan

8:25:18

bases. I recommend [ __ ] to be honest, but

8:25:19

I do have the most cash collected

8:25:21

personally on Stripe over the lifetime,

8:25:23

but they don't favor the agency in

8:25:24

disputes or the agency at all. And they

8:25:27

won't hesitate to shut your account down

8:25:29

as well. Like, if there is just like a

8:25:30

little bit of disputes, um, they'll shut

8:25:32

your account down. So, I recommend [ __ ]

8:25:34

It's just a much better platform, much

8:25:36

better for like what we're trying to do

8:25:37

here. And, um, this also is really

8:25:40

helpful with the AI and everything.

8:25:43

It's just much more reliable in my

8:25:45

opinion. They give you alerts as well as

8:25:46

like if impending disputes are, you

8:25:49

know, are to happen, it'll give you

8:25:50

alerts. So, [ __ ] is by far the best. And

8:25:54

if you do use Stripe though, however,

8:25:55

keep in mind that your Stripe account

8:25:57

health is based on the percentage of

8:26:00

disputes to successful purchases. So,

8:26:04

what that means is let's say you have a

8:26:05

thousand successful purchases and one

8:26:07

dispute. That means your account is very

8:26:09

healthy, right? It's very low percentage

8:26:10

of disputes. Um,

8:26:13

so what you can do to increase the

8:26:15

amount of successful payments you have

8:26:17

because the actual amount of the payment

8:26:18

doesn't matter. So if you're catching my

8:26:20

drift, you can have a payment link on

8:26:23

Stripe that's recurring every single

8:26:25

day. That's $1. And you could buy it

8:26:27

twice yourself and then get two

8:26:30

successful payments into Stripe every

8:26:31

single day. And every year that's like

8:26:34

700 successful payments and that will

8:26:36

make it so your account is pretty much

8:26:37

bulletproof in Stripe. So if you don't

8:26:39

have that set up, get that set up. So,

8:26:41

in terms of the agreement, it's very

8:26:43

important that you have an agreement

8:26:44

with clients to protect each other. It's

8:26:45

just a simple PDF template that you can

8:26:47

upload and go high level under payments,

8:26:48

documents, and contracts. You'll just

8:26:50

pick it and add it to go high level. So,

8:26:52

I'm going to go ahead and show you how

8:26:53

to do that right now. I'm just going to

8:26:56

use a an agency account. It's just fine.

8:27:00

So, if you go to payments and you go to

8:27:03

documents and contracts, you can click

8:27:04

templates and you can basically go based

8:27:06

off whatever model you're using. Um, or

8:27:08

you can just ask Claude to make a new

8:27:10

one. Here is the template. So, it

8:27:12

basically has the fields that you have

8:27:14

to complete. Um, all the ones that are

8:27:17

in bold there and all this. So, once

8:27:19

this is all complete and filled in, then

8:27:21

you're pretty much good to go there.

8:27:22

When you want to add your signature as

8:27:24

well at the bottom, um, what I would

8:27:25

recommend do because you have the

8:27:27

signature on behalf of the customer. So,

8:27:28

you're going to fill these fields in

8:27:30

with go high level. And then for you on

8:27:32

behalf of supplier legal name, for me,

8:27:34

it would be own agency LLC.

8:27:37

the signature. What I would recommend

8:27:38

you do is just go ahead and go to insert

8:27:40

and go to drawing

8:27:43

new and then do the freehand which is

8:27:45

the scribble and then just just do like

8:27:47

a good old signature something like

8:27:50

that. Um go ahead and just do that one

8:27:52

more time or whatever it is, right? And

8:27:55

you can make that small and that's how

8:27:58

you would put your own signature in

8:27:59

there as well. And then also I'd

8:28:00

recommend just making it a little bit

8:28:01

thicker as well just so it can be seen

8:28:03

better. Perfect. So that's how you would

8:28:05

add yours. Um, and obviously you need to

8:28:07

fill out all this information that's at

8:28:08

the top here. But once that's done and

8:28:10

you can remove this page just like that,

8:28:13

then you have the whole agreement and it

8:28:15

should be set to go and ready based on

8:28:16

your offering. Make sure to read it

8:28:17

through and have Claude check it. Then

8:28:18

you would just download it as a PDF. So

8:28:21

for example, let's say we're doing that

8:28:22

and this is all proper information. It

8:28:24

should already be filled out. We just

8:28:25

download as a PDF. And what we can do is

8:28:28

go into go high level, add new and

8:28:30

documents and contracts. And this would

8:28:31

be in your agency level. Upload an

8:28:33

existing PDF. um the one that we just

8:28:35

downloaded

8:28:36

just now and we just need to simply fill

8:28:40

in the gaps. So, it's going to process

8:28:43

and then we can go through and fill in

8:28:45

all the gaps and put some check marks

8:28:47

and then we'll just be able to send it

8:28:48

to to contacts and go basically. Uh so,

8:28:51

the way this is going to look is date of

8:28:53

the agreement we want to simply just put

8:28:55

date.

8:28:59

Okay. And then the customer, this is

8:29:00

also information they're going to have

8:29:01

to fill out. So for business name you

8:29:04

want to do um not initials you want to

8:29:06

do just text

8:29:09

um

8:29:11

text field and then you can just do

8:29:13

enter value. You can do business name.

8:29:18

Perfect.

8:29:20

Copy it. And then you can do full name.

8:29:23

And you can even do address which isn't

8:29:25

required to be honest but it definitely

8:29:26

helps.

8:29:30

And so those are good. And then at the

8:29:31

bottom of the agreement as well, the

8:29:33

last one is going to be this this one

8:29:34

right here. So you could have the

8:29:36

customer's signature.

8:29:41

Once again, the customer's full name.

8:29:47

And then once again, the date.

8:29:50

And in addition to that, you would have

8:29:51

your signature here. You'd have your

8:29:52

name here. And then in the date, just

8:29:54

put um once again another date fill. So

8:29:57

they have to fill in all these boxes to

8:29:58

basically sign the agreement. So you

8:30:00

could save that and then when you want

8:30:02

to use it, you can add it to an

8:30:04

automation or you can click use template

8:30:06

and all you have to do is select a

8:30:07

contact to send it to and it will send

8:30:09

an SMS and an email to them. So you can

8:30:13

basically just choose contact and press

8:30:15

send and it'll send this agreement and

8:30:16

they have to fill out all these boxes

8:30:19

and then you'll have a signed agreement.

8:30:20

So that is how agreements work. Um I

8:30:23

have some examples of ones right here.

8:30:26

Onboarding form. So set up a redirect

8:30:28

link from the payment link to some kind

8:30:29

of postale or onboarding form. Earlier I

8:30:31

mentioned my

8:30:32

homeweiservices.com/welcome.

8:30:34

That is mine right now. It's a simple

8:30:36

page that just has a go highle survey in

8:30:39

here basically that has all this

8:30:40

information. Name, phone number, email.

8:30:42

There are hundreds of agencies. Why

8:30:43

choose us specifically? So I can

8:30:46

actually show you this right here.

8:30:50

So there are hundreds of agencies. Why

8:30:51

choose Owen specifically? Um what were

8:30:53

your biggest hesitations before working

8:30:55

together? And then what are the most

8:30:56

valuable parts of the services that you

8:30:58

didn't realize were included until the

8:30:59

call? So here's a couple questions. Um

8:31:02

preferred email to receive lead

8:31:03

notifications pre preferred cell phone.

8:31:05

Like you want to get them to fill this

8:31:07

out. Um and then you can also auto send

8:31:09

the agreement. So you could send a

8:31:11

simple automation up inside of go high

8:31:13

level as well. And I can just show you

8:31:15

how this would look. Um let me go to my

8:31:17

home wise one because I think I already

8:31:19

have this set up.

8:31:23

Okay. So basically you go to automations

8:31:26

and what you would do is just create a

8:31:28

new workflow which would be like new

8:31:30

customer or something similar. Yeah, I

8:31:31

have a draft right now and then you'd

8:31:33

have the survey is the post sale form

8:31:35

which is the survey that you know you

8:31:36

have all this information in here which

8:31:38

is this one here. And then once that's

8:31:40

done it sends documents and contracts

8:31:42

and you choose the specific template

8:31:44

that you have from yourself and you send

8:31:47

it through email and SMS. So that way

8:31:49

once they fill out this form and you get

8:31:50

their information and then also sends

8:31:52

them the agreement automatically. So

8:31:54

here are the examples of like what kind

8:31:55

of questions you want to ask. So I can

8:31:57

just walk you through the survey um this

8:31:59

is all important information. Have you

8:32:02

booked a launch call? This should

8:32:03

actually be an onboarding call. Um then

8:32:05

you have a link to actually book that

8:32:06

call with a separate booking calendar

8:32:08

right here. Launch call or onboarding

8:32:10

call, whatever you use. I'm just using

8:32:11

onboarding call. This is a little bit

8:32:12

outdated. Image sharing. So optionally

8:32:15

they can share some images about jobs

8:32:16

and stuff they've done. Past customer

8:32:18

list. I usually get that from their

8:32:19

Facebook and website though to be

8:32:20

honest. And then past customer list as

8:32:22

well, like if they have one that you

8:32:23

want to do a review campaign for, then

8:32:25

they submit it and then they get sent

8:32:26

the um they get sent the document

8:32:28

contract as well. Client communication.

8:32:31

So to effectively communicate with your

8:32:32

clients, you can either use Slack,

8:32:33

iMessage, WhatsApp, any of the above. Um

8:32:36

I personally in the beginning recommend

8:32:37

just using iMessage. Okay? It's so

8:32:39

simple just to write iMessage and write

8:32:41

client in parenthesis. I contact most

8:32:43

people personally in my personal life

8:32:45

and everything else on WhatsApp. So,

8:32:47

whenever I get an iMessage message, it's

8:32:49

either um it's usually from a client. Um

8:32:52

but if you want to simplify things with

8:32:54

better systems, you could always use

8:32:55

Slack. That's like the more scalable

8:32:56

way. You'll just make a channel and

8:32:58

then, you know, call their company and

8:32:59

then invite them as a guest to it. Just

8:33:01

keep in mind though, your ICP because

8:33:03

honestly, like if you're working with

8:33:04

contractors, it's better to use iMessage

8:33:07

or something native like most of them

8:33:09

don't have WhatsApp and most of them

8:33:10

don't have Slack. So, iMessage is

8:33:12

probably going to be the best your best

8:33:13

bet. um because they want they're not

8:33:16

going to respond to you as fast. They're

8:33:17

just not used to it. So, the onboarding

8:33:19

call is the only sit down meeting that

8:33:21

you need before closing them and then

8:33:23

launching them. It's usually about 30

8:33:24

minutes long, 30 minutes to an hour, and

8:33:26

it does two things at once. Get them

8:33:27

fully set up and resell them so that

8:33:29

they're way more excited to work with

8:33:31

you than they were when they paid. Do

8:33:33

this on Zoom so you can have them screen

8:33:35

share and take over their screen for the

8:33:36

calendar integration stuff. And just

8:33:39

make sure also that they filled out the

8:33:40

onboarding form before the call and sign

8:33:42

the agreement. If not, you can go ahead

8:33:44

and walk through the agreement. That's

8:33:45

the first part of the call. Um, just be

8:33:48

sure to invite the person as well that's

8:33:50

in charge of contacting the leads. So,

8:33:52

if it's like a head of sales or whatever

8:33:53

it is, here's a rough onboarding script

8:33:55

that you can use. Um, so introduce

8:33:58

yourself, you know, build the client

8:34:01

profile, lay out the pathway to achieve

8:34:03

their goals. So, this is you pitching

8:34:04

them again pretty much. Um because keep

8:34:06

in mind every single call that you have,

8:34:08

whether it's an onboarding call or a

8:34:09

launch call or client, you know,

8:34:10

follow-up call, whatever it is, it's

8:34:12

like your job is to sell them again. So,

8:34:16

confirm the agreement. So, if they

8:34:17

haven't signed it, then confirm it. Walk

8:34:19

them through it and make sure that they

8:34:20

sign it and then set them up on go high

8:34:23

level. So, here are the steps. Log them

8:34:24

into it um on their screen. Connect

8:34:26

their Google calendar. Confirm where

8:34:28

leads go. Make sure all that's good. And

8:34:30

then confirm like the service area and

8:34:31

zip, starting price, average ticket

8:34:32

size, target demographic, group

8:34:34

capacity, all the stuff that you should

8:34:36

have had with your your customer

8:34:37

profile. Just confirm all that stuff.

8:34:39

Number five is show them what they

8:34:41

actually do. So you want to explain to

8:34:43

them how to have the best speed to lead

8:34:45

possible, how to contact leads, how to

8:34:47

work, go high level, pipeline

8:34:48

management, opportunity management, all

8:34:49

that stuff. It's very important that

8:34:52

they understand how to use it. You can

8:34:54

give them a rule as well of like when to

8:34:55

log on. Optionally, you can ask for some

8:34:57

content or marketing resources that they

8:34:59

have that they want to use in the ads.

8:35:01

Number seven is reselling them. This is

8:35:03

probably the most important part of the

8:35:04

entire call. Um, everything up to here

8:35:07

was getting them excited, you know, and

8:35:10

getting them set up. This is where you

8:35:12

actually lock them in. Okay, you sold

8:35:14

them once, now sell them again. Except

8:35:16

this time, you're selling the timeline

8:35:19

and the certainty that they'll get good

8:35:20

results so they don't panic and churn.

8:35:24

So, show proof. Pull up real current

8:35:26

client results live at the screen. Um,

8:35:29

this is a client that we onboarded a few

8:35:30

weeks back. Here's what's happened.

8:35:32

Paint a realistic picture as well. So,

8:35:34

based on your area and your price point.

8:35:36

Um, here's what I expect.

8:35:39

Just make sure you know that you set

8:35:41

realistic expectations.

8:35:43

If it does start slow, here's exactly

8:35:44

what we can do. Google review campaign,

8:35:46

Google My Business, new website,

8:35:48

whatever it is. The whole point is like

8:35:50

by the time they hang up on this

8:35:52

onboarding call, they've got a really

8:35:54

crystal clear picture of what's going to

8:35:56

happen. They know the best case. They

8:35:58

know the worst case. And they know that

8:36:00

you've already thought through what

8:36:02

happens if it's slow. We want to just

8:36:05

kind of minimize the amount of panic

8:36:06

messages that we get. Is this even

8:36:08

working? Because they'll question you in

8:36:10

the beginning, right? But a client who

8:36:13

knows, you know, what to expect doesn't

8:36:14

churn, especially not as fast. Set the

8:36:17

next touch points. So, introduce them to

8:36:19

the referral program um as well. You

8:36:22

want to bring this up every single time

8:36:23

you talk to them check-in call-wise.

8:36:24

Like every two weeks, mention the

8:36:26

referral program. You could send like

8:36:28

500 to 1K to a current client of yours

8:36:30

if they refer you to another company and

8:36:32

that company pays. Um

8:36:35

but yeah, set the next touch points in

8:36:37

the onboarding call. Make sure you have

8:36:38

the bi-weekly call, the next one

8:36:40

scheduled out, one two weeks out, one

8:36:42

four weeks out. skipping by weekly calls

8:36:45

is probably one of the biggest reason

8:36:46

why companies turn. So do not do that.

8:36:50

Number nine, send them off pumped. So

8:36:52

set expectations for the build and um

8:36:54

end on proof again between now and going

8:36:56

live might feel a little quiet. We're

8:36:58

going to send some frequent updates but

8:36:59

no results for a bit. I can't I can't

8:37:01

get you 100 jobs overnight. Um and yes,

8:37:04

we have a messaging framework as well.

8:37:05

Like here is the matching framework that

8:37:07

you can use um as well. Right here,

8:37:10

right under this. Um

8:37:15

yeah, let's see here.

8:37:18

If you ever wonder where we're at,

8:37:19

message me. I hear back as fast as I

8:37:21

can. I'll drop updates as well. I'd be

8:37:23

surprised if you get an appointment in

8:37:24

the first three to five days. Be honest.

8:37:26

This line is crucial because if you say

8:37:28

this, you'd be like, "Oh, I I doubt

8:37:30

we'll get appointments this fast." and

8:37:32

then they get an appointment, they're

8:37:34

going to be thrilled.

8:37:36

And I can give you an example about like

8:37:38

how this daily messaging framework works

8:37:40

with one of my active clients, but this

8:37:42

is the experience that a client feels in

8:37:43

the first couple days. The first seven

8:37:45

days matters so much more than the

8:37:47

actual early results. It's really

8:37:49

important about communication, okay?

8:37:50

That's the biggest thing. So, send voice

8:37:52

notes or pictures of you working or

8:37:54

videos of you working or videos of you

8:37:55

explaining stuff. So, here's an example

8:37:57

messaging sequence of something that

8:37:58

I've done. When they go live, what you

8:38:00

want to say. um celebrating all the

8:38:03

results. That's very important as well.

8:38:05

You want to celebrate things

8:38:08

first booking, review request, if

8:38:10

they're under reporting, get ahead of

8:38:11

it, etc. So, that's how you do the

8:38:12

messaging framework and the onboarding

8:38:14

call. Um there is going to be a live

8:38:16

onboarding call now. Um it's either

8:38:18

under this video that you can watch

8:38:20

separately or it's going to be a part of

8:38:22

this video. Either or you can watch

8:38:24

that. Um and let me just show you as

8:38:27

well how this actually looks for your

8:38:29

client.

8:38:31

Hey, it's Owen. Um, basically I sent him

8:38:34

a picture day one. So I signed him on

8:38:36

Monday. I said, "What's up?" Tuesday I

8:38:39

sent a picture working on finalizing the

8:38:40

CRM. He said, "Okay, great." Next day,

8:38:43

picture of working on ads. Okay, sounds

8:38:46

good. A video breakdown of what I built

8:38:48

for them. Looks good. Got them more

8:38:50

excited. And the day after launching

8:38:53

ads, which was yesterday, Christina

8:38:55

called from the office. Appointment is

8:38:56

confirmed. I'll running it myself, so

8:38:58

I'll get you feedback immediately. No

8:39:00

worries, that was fast. We'll iron out

8:39:02

the specifics today. Are you getting

8:39:03

some faith in Facebook now? They

8:39:05

answered, confirmed tomorrow morning.

8:39:06

So, so far so good. Great. This is much

8:39:08

faster than I was expecting. And then I

8:39:10

gave them some more insights on how to

8:39:11

see more information about the leads.

8:39:12

So, it's like this is the type of client

8:39:14

communication that you want to have,

8:39:17

right? Constant communication. Um,

8:39:20

especially handheld handholding them in

8:39:22

the beginning just to make sure they

8:39:23

understand like how to actually run the

8:39:24

system and get the best results off of

8:39:26

it. But if you don't do some kind of

8:39:28

similar messaging sequence when you sign

8:39:29

a client, then you're going to have a

8:39:31

much harder time keeping them. Okay? So,

8:39:32

I'd recommend using this exact messaging

8:39:34

sequence, and that was a live example of

8:39:36

me doing that. So, I hope you enjoyed

8:39:37

this video. Um, feel free to watch the

8:39:39

actual live onboarding call to see like

8:39:40

how I got the information from them and

8:39:41

how it actually went. And, um, yeah,

8:39:45

hope you enjoyed and we'll talk soon.

8:39:46

Hey everyone, it's Owen Rensland and

8:39:48

welcome to GoH High Leup. This is going

8:39:50

to be a breakdown and live build for a

8:39:52

real client of mine that I just signed

8:39:53

for the agency. Um, and I'm basically

8:39:56

just going to show you like how to do

8:39:57

this from start to finish as if you were

8:39:59

from scratch. Now, first things first

8:40:02

that you need to understand is the we

8:40:03

will have one sub account for every

8:40:05

single one of our clients that we have.

8:40:06

And the reason for that is because we

8:40:07

want to send direct automations to the

8:40:09

companies as well as have the company be

8:40:11

able to contact leads through the gole

8:40:13

platform so the phone number integrates

8:40:14

properly and we can actually track what

8:40:15

goes on. Now, this is going to be a

8:40:18

shorter video because there isn't

8:40:19

actually too much to this process, but I

8:40:21

do want to make sure you understand it

8:40:22

in full. Now, this is a sub account that

8:40:25

I have just made for a new client of

8:40:26

mine. I called it their business name.

8:40:28

And basically, the first thing you want

8:40:30

to do is go ahead and have a sub account

8:40:33

that's pre-atp verified. So, if you

8:40:37

haven't yet already, go to 1.32 in the

8:40:40

program, the ATP verification video, and

8:40:42

get verified through Twilio. And once

8:40:44

you do that, you can basically remove

8:40:46

lead connector from a go highle account

8:40:48

from an already verified campaign and

8:40:50

pre-verify all of your sub accounts on

8:40:52

the go high level support call. You can

8:40:54

just be like, "Hey, can you do this for

8:40:55

all these sub accounts?" And then just

8:40:56

buy like 10 numbers on Twilio and then

8:40:58

apply each one to each sub account. I

8:41:00

believe that this case, this client

8:41:02

right here is just a normal ATP verified

8:41:05

number. Yeah, just normal one. It

8:41:06

doesn't really matter. As long as the

8:41:08

sub account is HP verified, that's all

8:41:09

that matters. Make sure they're

8:41:10

preverified. And to do that, once again,

8:41:12

use 1.32 the video with the Twilio

8:41:14

method and your account will be

8:41:16

preverified. Okay, it's very important

8:41:18

that you start off with this so you

8:41:19

don't have to wait and there'll be a

8:41:20

delay between launch um between the

8:41:23

onboarding call and the launch just

8:41:24

because of HP verification. There should

8:41:25

never be a delay because of that. So

8:41:27

this account is verified, so it's good

8:41:29

to go. The next thing you need to worry

8:41:30

about is the snapshot. Now I have a

8:41:32

brand new snapshot for you that has

8:41:33

everything like the best of everything

8:41:35

in it. And this account already has it

8:41:38

um in there and you'll know that by the

8:41:39

automation section. and it'll show, you

8:41:41

know, all these four folders right here.

8:41:43

But to add the snapshot to your account,

8:41:46

what you want to do is go into the link

8:41:48

in the description of this video in the

8:41:50

resource and it should say client

8:41:51

snapshot. So, what you want to do is

8:41:53

open it up. Just open up the link and

8:41:56

what it'll have you do is click import

8:41:58

now. So, let's let this load and you'll

8:42:01

basically sign in to your go highle

8:42:03

account. So, if I just go ahead and do

8:42:04

that now,

8:42:07

it's probably going to have me verify my

8:42:08

phone number. Maybe not. Yep. So we will

8:42:11

import the client snapshot and yes

8:42:13

select yes import now. Then after you

8:42:16

import it you need to go to the agency

8:42:18

level inside of go high level just like

8:42:19

this. Go to sub accounts find the sub

8:42:22

account that you want to apply to and

8:42:23

click manage. So I have some like test

8:42:25

client accounts that are ready here. So

8:42:27

like let's say it's this one that you

8:42:28

want to have it set up for. You click

8:42:30

manage client. You click actions load

8:42:32

snapshot and you choose the one that you

8:42:33

went ahead and just imported. So if you

8:42:36

look up agency link you can find agency

8:42:37

link client snapshot the one that we

8:42:38

just imported. So then you want to

8:42:40

proceed and just push everything, select

8:42:42

all, and just import every single part

8:42:44

of the snapshot. And then if you go back

8:42:46

on to the sub account that you had

8:42:48

before, you will have, and you have to

8:42:50

wait a couple minutes, you'll have the

8:42:51

automations. You should see them here.

8:42:53

You'll have a funnel example. You'll

8:42:56

have two calendars. You should have you

8:42:58

should have a reschedule calendar as

8:43:00

well as a, you know, as a as well as an

8:43:03

estimate calendar as well. Um, I do have

8:43:07

a staff member already on here because I

8:43:09

already attended the onboarding call,

8:43:10

which you'll see in a couple of videos

8:43:12

from now. But just for now, this is just

8:43:14

the setup for go high level. That's all

8:43:16

this video is about. Okay. Everything

8:43:19

that's in this video is the go high

8:43:20

level setup and then everything else

8:43:21

later on the service delivery, which is

8:43:23

the live campaign buildout, you know,

8:43:25

actually connecting the campaign,

8:43:26

building the survey, building the

8:43:27

funnel, all that stuff. That is all in

8:43:30

the video after this. But for now, let's

8:43:32

just go through everything we need to do

8:43:34

to set up go high level. Now that the

8:43:36

snapshot is in the sub account, what we

8:43:38

want to do is go to the calendars first.

8:43:40

So what I like to do for this process is

8:43:42

just from start go from start to finish.

8:43:44

So go through all of these and then go

8:43:47

into settings and then go through all of

8:43:48

these. That's what I like to do. Now to

8:43:52

actually do that, we want to go to

8:43:53

calendars first. We will choose the

8:43:55

first one here, which is reschedule

8:43:56

calendar. And just make sure all the

8:43:59

invitation like information is correct.

8:44:01

Right? Add the client eventually. This

8:44:04

is how you would do it in the onboarding

8:44:05

call which I have explained in a future

8:44:07

video. Uh availability, you know, just

8:44:10

like this. And we basically have this

8:44:11

set based on our client's preference.

8:44:13

You know, all this is already set and

8:44:15

good to go. And the biggest thing is

8:44:17

like looking to see if you have to

8:44:18

change anything niche-wise. Right now,

8:44:20

the sub account is built. It's based on

8:44:22

just general home improvement. That's

8:44:24

why it's free on-site estimates. It's

8:44:25

not like roofing inspection or anything

8:44:27

like that. Schedule relax no pressure

8:44:28

on-site visit. Our specialists will walk

8:44:30

you through your project, evaluate

8:44:32

everything in detail, and make sure you

8:44:32

have the knowledge to make a confident

8:44:33

informed decision for your home. So,

8:44:35

this is for a home improvement

8:44:37

contractor. So, if you have any

8:44:38

different niche, you'll have to change

8:44:39

some of this text specifically, as well

8:44:41

as like the on-site estimate. Um, you'll

8:44:43

add the staff as well eventually once

8:44:44

you go ahead and onboard them. Um, so

8:44:47

all this information is correct. So, the

8:44:49

calendars are good to go. Make sure

8:44:50

they're active and alive and good to go.

8:44:52

You'll actually embed these into the

8:44:53

survey that we build out soon. Um, but

8:44:56

more specifically, calendars seems good.

8:44:58

So contacts, you shouldn't see any past

8:45:00

contacts. We have a test one in here

8:45:02

that I was just testing out. Uh in

8:45:04

addition to that, we have so that's

8:45:06

pretty much going to go opportunities.

8:45:07

We have a basic pipeline that we use and

8:45:09

have our client use. It's called main

8:45:11

pipeline and it's actually, you know,

8:45:13

based on the automations as well. It

8:45:14

works very well. So there's the

8:45:17

pipeline. Nothing needs to change here.

8:45:19

And inside of marketing, really nothing

8:45:21

needs to change here. If you want to see

8:45:22

the email templates that we have that

8:45:24

are built into some of the automations,

8:45:25

you can check them out here. And we do

8:45:27

have double of them right here because

8:45:28

I've imported stuff into the sub account

8:45:30

in the snapshot twice. But um if you

8:45:32

want to check out the actual internal

8:45:33

notifications that come when a new

8:45:35

appointment comes and stuff, you can

8:45:36

check these out here. These are built

8:45:38

into the automations. All of them are

8:45:39

based on either custom values or um you

8:45:42

know custom fields as well. So like for

8:45:45

example the three questions that I have

8:45:47

asking in this um

8:45:50

in this snapshot are like what building

8:45:52

type when do they want the project done

8:45:53

and how are they paying which is like

8:45:55

three typical questions that I've seen

8:45:57

before for service delivery that you ask

8:45:58

on a survey or a lead form whatever it

8:46:00

is. Um, and I have basic Q1, like basic

8:46:03

custom fields mapping for that. But if

8:46:05

you want to change all these, I

8:46:06

recommend it specifically because, for

8:46:07

example, for a decking client that I

8:46:09

just signed. Um, I'm going to go ahead

8:46:11

and update these to the questions that

8:46:12

he actually wants, which I'll do in a

8:46:14

second, but I'm just walking you through

8:46:15

everything now. So, these are the

8:46:17

internal notifications and the email

8:46:19

templates that get sent through the

8:46:20

automations. I know a lot of people

8:46:21

asking like how to actually update those

8:46:22

because they see them in the

8:46:23

automations, but don't know how to

8:46:24

actually change them. Inside of the

8:46:26

automations, here's how this actually

8:46:27

works. when a new lead comes. Basically,

8:46:31

we we currently have it set to when this

8:46:33

survey gets filled out. Now, I'm going

8:46:35

to change this to be a lovable survey.

8:46:38

So, there is going to be a web hook

8:46:40

here, an inbound web hook, and it's

8:46:43

going to be like this. But for now,

8:46:46

until then, the survey is fine. Um,

8:46:48

we'll make sure the trigger is correct

8:46:49

based on whatever funnel you use. If you

8:46:50

use a lead form, then this is going to

8:46:52

be lead form submitted. Uh, or Facebook

8:46:55

be like Facebook lead form submitted.

8:46:57

and you'll choose a specific lead form.

8:46:59

Um, if you use the go high level survey,

8:47:00

then it'll be the survey here that we

8:47:02

have for you. Um, you can update it as

8:47:04

you need or if you use lovable, it'll be

8:47:06

an inbound web hook and you'll be able

8:47:08

to like add the contact field here,

8:47:09

which I'll show you how to do soon. So,

8:47:11

basically what happens in this

8:47:13

automation, the new lead automation, is

8:47:15

um if they're in the appointment booked

8:47:17

automation, then obviously like they're

8:47:19

going to get removed from this one

8:47:20

because they have an appointment booked.

8:47:22

They don't need to get like nurturing.

8:47:24

Um, first it gets added to the new lead

8:47:26

alert, which is basically the

8:47:27

notifications for you and your client.

8:47:29

Email one, uh, which is a thanks for

8:47:31

showing interest, accurate estimate. All

8:47:33

of this is general and specific. So,

8:47:35

there are custom values that you'll need

8:47:36

to fill out when you onboard a new

8:47:37

client. And I'll show you those um, when

8:47:40

I actually go about doing this live, but

8:47:41

I'm just kind of breaking you down once

8:47:42

again like the actual automations. We

8:47:44

have the first SMS message that gets

8:47:46

sent. So, this will have to be updated

8:47:47

if you, you know, are in a different

8:47:48

niche, but keep in mind that this is

8:47:50

general, right? So, got your request.

8:47:52

what's the main project you're looking

8:47:54

to get done. Right? So, that's like a

8:47:56

very gen a very general um question so

8:47:59

that you could probably not even edit

8:48:00

any of this and use it for your niche.

8:48:02

Short-term merger is if they responded

8:48:04

but didn't book or you know you

8:48:05

attempted to contact them which you know

8:48:08

basically got triggered in the one right

8:48:09

before this. Um and this is like you

8:48:12

know you reached out about a project but

8:48:14

I noticed you haven't picked a time for

8:48:15

your free estimate. So this is if they

8:48:17

didn't book yet and the days two through

8:48:19

five lead nurturing, right? I would go

8:48:22

through this, confirm this, make sure

8:48:24

it's correct. We will fill in the custom

8:48:25

values with the the correct information

8:48:27

soon um when I actually live build this

8:48:29

out for a client. But once again, just

8:48:31

walking you through it. And then once

8:48:33

they go through this process of

8:48:34

short-term measure and don't respond,

8:48:36

then they go into the main the you know

8:48:37

the long-term merger and the settings

8:48:39

stops on response for all these, right?

8:48:40

So like if someone if a client's lead

8:48:43

responds to one of these questions or

8:48:44

something like they're going to go ahead

8:48:45

and not get sent a bunch more

8:48:47

automations. Long-term nurture, same

8:48:49

thing. It's just long-term nurture for

8:48:51

all these like cobalt as well. Wanted to

8:48:53

check in still based on custom values

8:48:55

and all this is customized so that it's

8:48:57

general home improvement, right? So you

8:48:58

can use this for pretty much any niche

8:48:59

that you have inspections for and home

8:49:01

estimates. Appointment booked. This is

8:49:03

what happens when they book an

8:49:04

appointment which the appointment status

8:49:06

can be updated specifically by the

8:49:07

on-site estimate calendar. This will

8:49:10

send um the actual data to Meta. So

8:49:13

we'll have to fill out this information

8:49:14

inside of custom values also. And um

8:49:17

basically we will remove them from all

8:49:19

nurture workflows. So the short-term,

8:49:20

medium-term, long-term nurture, all that

8:49:22

stuff. And they booked an appointment.

8:49:24

And then um you know remove the old

8:49:26

appointment if it's a reschedule. And

8:49:29

basically we have the you have new you

8:49:30

have a new appointment that gets sent to

8:49:32

the owner. So the sales rep, which by

8:49:33

the way, we'll have to put in the

8:49:34

correct one for the custom values.

8:49:36

Internal notification. So this is for

8:49:38

your client where the owner gets the

8:49:40

information. So once again, you'll have

8:49:41

to likely update these depending on what

8:49:43

questions you ask in their survey for

8:49:45

their funnel.

8:49:46

um which is super basic. I'll show you

8:49:48

how to do that because I'll do it in

8:49:49

front of you. As well as like notes, um

8:49:53

they've booked an appointment, all that

8:49:54

good stuff. Confirmation email. So, this

8:49:57

is going to be what gets sent to the

8:49:58

actual customer. So, your appointment

8:50:00

has been confirmed. Super basic look.

8:50:02

You can even change color schemes if you

8:50:03

want in the templates. And it only gets

8:50:06

sent if it's between 9:00 a.m. and 9:00

8:50:08

p.m. So, you can actually add this also

8:50:11

um before all this. So then your client

8:50:15

if they only want to get notifications

8:50:16

during a certain time of the day, that's

8:50:18

another thing. Um but yeah, we have just

8:50:20

simple reminders. Your appointment is in

8:50:22

24 hours, it's in one hour, um friendly

8:50:25

reminder that your appointment's in 1

8:50:26

hour. And then importantly here, right

8:50:28

after one hour after the appointment,

8:50:31

your client will get an email that

8:50:32

indicates how the appointment actually

8:50:34

went. And I'll show you how to set up a

8:50:36

tracking system whereby you basically

8:50:37

like get the information on all the new

8:50:39

appointments and everything. Keep in

8:50:40

mind, usually when you change this,

8:50:42

click on it and click off of it. it'll

8:50:44

change the from name and from email just

8:50:46

based on what the template is set to. So

8:50:48

keep that in mind. Just make sure

8:50:48

everything's just verify everything,

8:50:50

make sure it's all good. Um, but yeah,

8:50:51

we'll have an autotracking system in the

8:50:53

sixth part of this module that or the

8:50:55

optimization and scaling part of this

8:50:56

module um to make sure that we can bill

8:50:58

for things properly, actually get this

8:51:00

information because like obviously they

8:51:01

filled this out and you have to make it

8:51:03

so they fill it out if you're charging

8:51:05

especially per shown appointment or

8:51:06

whatever. And also we have trigger links

8:51:08

set. So like basically it'll change the

8:51:11

pipeline based on what happened like

8:51:14

what they clicked right. So if they

8:51:17

showed and got an estimate then they

8:51:18

moved to got estimate follow-up. If they

8:51:20

you know no showed then they move to the

8:51:22

no automation right? So it's like we

8:51:24

have all these triggers set up

8:51:25

intentionally. So based on the

8:51:26

appointment we have different

8:51:28

situational things. Appointment

8:51:29

cancelled is a super basic automation.

8:51:31

Um you can go through and check this out

8:51:33

as well. We have appointment no-show.

8:51:35

Appointment rescheduled. So, if they

8:51:36

reschedule, which by the way to

8:51:37

reschedule it's either the appointment

8:51:40

gets rescheduled just gets moved inside

8:51:41

of the calendar or um if they book a new

8:51:44

appointment in the reschedule calendar

8:51:46

because someone wants to reschedule

8:51:47

that's how you do it properly so they

8:51:48

don't get all the notifications again.

8:51:50

Um then that's how that works. What

8:51:54

else?

8:51:55

Got estimate and then close sale. So,

8:51:58

super simple, just adding tags and

8:52:00

keeping it simple. Keep in mind that

8:52:02

like all these don't even need to be

8:52:04

touched. They don't even need to be

8:52:06

changed because they're so um evergreen.

8:52:09

Like you can use these for any home

8:52:10

improving company. As long as it's like

8:52:11

an estimate on like an in onsite

8:52:14

estimate for a homeowner, they'll work.

8:52:16

Okay? There's no roofing specific like

8:52:19

words in here. Like this is all

8:52:21

evergreen. So two is the alert

8:52:23

workflows. So like when they get a new

8:52:25

lead, you can customize this. I have it

8:52:26

so if it's between 9:00 a.m. and 9:00

8:52:28

p.m. then they'll get these new lead

8:52:30

automate like notifications. Um, so you

8:52:33

have a new lead, you have a new lead

8:52:36

just like this. Um, once again, the

8:52:37

information on like what the lead

8:52:39

actually is. And I would recommend

8:52:40

having a link to contact as well. That's

8:52:42

something that I've seen a lot of value

8:52:44

in. And if you want to see how to do

8:52:45

that, um, I can go ahead and pull that

8:52:47

up now. So, if you want to add some kind

8:52:49

of specific direct link to contact, let

8:52:51

me just show you how to do that as well,

8:52:52

just so you have it. and the new lead

8:52:54

alert. Um, for the client, you'll

8:52:57

basically have a link that says, you

8:52:59

know, direct link to contact and then

8:53:02

you'll have a link that looks just like

8:53:04

this. So, this is the working link for

8:53:08

that. Um,

8:53:11

direct link to contact

8:53:14

just like that. And this will be the

8:53:16

direct link that'll go like bring them

8:53:18

to the app and everything. That's just

8:53:20

app.gov.comv2 goal.com/v2

8:53:21

location, location ID, contact details,

8:53:25

um contact ID, etc. So that's how to do

8:53:27

the direct link to contact. Uh so some

8:53:29

people want that. It's very important.

8:53:31

And these will be like the web hooks to

8:53:33

actually set up the tracking sheet and

8:53:35

everything, which we'll talk about

8:53:36

later, but yeah, that's a new lead alert

8:53:38

automation. And then the SMS response

8:53:40

automation. So if the customer replied,

8:53:42

then it removes them from the nurture

8:53:43

workflows as well, just to make sure. We

8:53:45

have stop and response for most of them

8:53:47

turned on. So that usually doesn't

8:53:48

matter but it is helpful just in case.

8:53:50

Uh remove from workflows. So basically

8:53:52

when they need to be removed from all

8:53:54

the nurture workflows and they book an

8:53:55

appointment or something or reschedule

8:53:56

then this has them doing that all right

8:53:58

here. Um that gets triggered sometimes

8:54:02

as well. And then miscellaneous stuff is

8:54:04

like you know after 24 hours move hot

8:54:07

lead to D books plus follow-up. So this

8:54:10

is basically just like pipeline

8:54:11

management. If the lead rescheduled,

8:54:13

it'll basically not like it'll cancel

8:54:15

the old appointment to make sure that

8:54:16

the old appointment doesn't like refire

8:54:18

because sometimes when you move an

8:54:19

appointment and reschedule it, it like

8:54:20

refires the old one and so the

8:54:22

reschedule automations get fired as well

8:54:24

as the old ones. Um, if the lead's

8:54:27

disqualified, add notes. This one um is

8:54:30

optional. Review request is set up so

8:54:32

like after the appointment or after it

8:54:34

closed a couple months after, you could

8:54:35

set the specific time like how long it

8:54:37

waits before it asks for a review. of a

8:54:39

client call gets completed. This one

8:54:41

basically like removes them from the

8:54:44

workflow as well. So if there's like if

8:54:45

your client calls um a lead, then it

8:54:47

removes them from the nurture workflow.

8:54:49

Um spam deletion as well. So if it's any

8:54:53

like the Facebook Messenger stuff, so

8:54:54

like suspended your account is warning

8:54:56

support team fraudulent like all that BS

8:54:58

from Meta, this will delete all that. Um

8:55:01

as well as the lost opportunity remove

8:55:02

workflow. So if it's lost, then it just

8:55:04

removes it. So this is like the

8:55:06

breakdown and like all the automations

8:55:07

that you need to have set up. All of

8:55:08

them are already launched. All of them

8:55:09

are published. There isn't really much

8:55:10

we need to do here to be honest. I just

8:55:12

want to, you know, give you a walk

8:55:13

through and I'll show you like what I

8:55:15

actually do for this client. Um site

8:55:17

section. We have a client funnel

8:55:19

template just for inspiration. It's a

8:55:20

high converting funnel and it's worked

8:55:22

pretty well for a lot of people, but

8:55:23

unfortunately it's not that good. Okay.

8:55:25

Like there's it it loads kind of slow.

8:55:27

The survey is kind of small. Like you

8:55:29

know, not too much information about the

8:55:30

company and the page and you know

8:55:32

ultimately it's a it's a pretty average

8:55:33

funnel. You know, pretty low conversion

8:55:35

rates. Um, but it's a good inspiration

8:55:36

of like what you should be trying to

8:55:38

accomplish and make with a funnel, which

8:55:40

we'll do with lovable and we'll make it

8:55:42

so much higher converting. So, we'll do

8:55:43

that soon um in the next video. But for

8:55:45

now, uh there's a scheduling page as

8:55:47

well with the free on-site estimates or

8:55:49

inspection with the calendar and you can

8:55:51

change the colorways as well. It shows

8:55:53

the location name at the bottom, the

8:55:55

copyright sign as well. um the thank you

8:55:57

page also which is like a customcoded

8:56:00

thank you page which also once again

8:56:02

looks ugly but is just an inspiration of

8:56:04

like what you could do. So um we'll

8:56:06

build all this out a custom landing page

8:56:08

with lovable that's higher converting

8:56:10

than this in the next video. So that's

8:56:13

pretty much everything that you need to

8:56:14

do like walkthrough wise of like what's

8:56:16

going on. Obviously we have um the

8:56:18

appointment booking form that goes with

8:56:20

uh when the client will book an

8:56:22

appointment or the you know the lead of

8:56:24

the client. Super basic. And then we

8:56:26

also have that survey that's in the um

8:56:29

you know landing page right here. So we

8:56:31

have all the custom questions, the

8:56:33

labels as well. Um but let's go ahead

8:56:35

and actually build this out for this

8:56:37

client because that was a good

8:56:38

walkthrough just to kind of like help

8:56:39

you understand what goes on. Um but

8:56:41

here's how to actually

8:56:44

set it up so live. So, for context, um I

8:56:48

have a client of mine [snorts]

8:56:50

and um I'm basically setting this up

8:56:52

live so that we can launch ads um

8:56:54

tonight. Basically, uh first things

8:56:57

first is what we want to do is just

8:56:59

verify everything. Now, like I said, the

8:57:02

calendar calendar section is completely

8:57:04

good to go and there's really not much I

8:57:06

want to do. I do want to check on the

8:57:07

rescheduling link um and the meeting

8:57:09

interval and availability. So, I do have

8:57:11

some information about my specific

8:57:12

client in a doc. I have information

8:57:14

about like when they want to basically

8:57:16

take these appointments and all this

8:57:18

stuff. So, I'm going to go ahead and

8:57:18

pull that up just so I can open it up

8:57:21

and um get information on like their

8:57:23

preferred availability.

8:57:25

So, first things first is they want

8:57:30

10 to 6 on weekdays. So, for the

8:57:32

appointment booking calendar, we have

8:57:34

right now it's set to 8 to 5 for their

8:57:36

booking availability. Let's edit the

8:57:38

schedule to be 10 to 6 on weekdays.

8:57:42

Um

8:57:45

well I believe yeah 10 to 6 on weekdays.

8:57:49

Okay. So we'll copy to all

8:57:52

and then on Sundays we don't want any

8:57:54

bookings. That's what they said. And

8:57:56

then Saturdays they want 9 to 5. Now I

8:58:01

don't mind doing this for clients. It's

8:58:02

technically there'll be more friction

8:58:04

because there's less time to book. But

8:58:06

it's very important to me that they're

8:58:07

happy. And let me just make sure as well

8:58:09

Virginia Beach time zone. That's where

8:58:11

this client is based out of. Eastern, so

8:58:12

we don't have to worry about that. It's

8:58:13

good. Let's go ahead and save that.

8:58:17

Okay. So, we'll also do that with the

8:58:18

reschedule calendar also. Um, and then

8:58:20

booking rules. Meeting intervals every

8:58:22

15 minutes. They're going to be around

8:58:23

60 minutes long. Minimum schedule

8:58:25

houring is four. That's fine. We don't

8:58:27

want to look busy. It's okay. Um, and

8:58:30

let's go ahead and make sure the

8:58:31

redirect is good. Also, redirect URL.

8:58:35

Um, that is going to be the custom

8:58:37

value. So, we'll update that. And then

8:58:39

let's go ahead and save changes and do

8:58:41

this also for the rescheduled calendar.

8:58:45

So booking we'll do five 15 we'll do

8:58:48

four hours and then we'll set the

8:58:51

availability for him also which looks

8:58:54

like it's already set. Cool.

8:58:57

So now that that's done um I'm going to

8:58:59

do some color work also because I

8:59:01

believe like if we go to here it's like

8:59:04

is it orange or let's see widget

8:59:06

appearance. Yeah it's orange. So, this

8:59:08

company is called Composite Guys and

8:59:10

it's in Virginia Beach

8:59:14

and they Let me see their brand.

8:59:18

Um,

8:59:22

yeah. So, it looks like it's blue and

8:59:23

orange. Um, so this actually kind of

8:59:25

fits quite well, but let's go ahead and

8:59:26

take this blue.

8:59:29

So, we can just go to color picker and

8:59:30

then just plop it in there. Take that

8:59:32

blue color and then just plop it into

8:59:35

the calendar also.

8:59:41

Perfect. Looks good. So, save changes,

8:59:44

schedule appointments, and then we

8:59:46

preview the the calendar. Now,

8:59:49

it looks good. Cool. Looks clean. Now

8:59:53

that that's done, let's do that for the

8:59:54

reschedule calendar also.

8:59:59

So, we'll just pop that in there.

9:00:03

Perfect.

9:00:04

Now that that's done, um the calendar

9:00:07

section is completely updated and good

9:00:08

to go. After that, we now want to update

9:00:11

the automations. The automations are

9:00:14

already set to go. The only thing that

9:00:15

we will have to do is change the trigger

9:00:17

link for the new appointment booked and

9:00:19

make this the inbound web hook that's

9:00:21

specifically from the loable survey,

9:00:23

which we'll do in another video, so I'm

9:00:24

not going to worry about now. So, we'll

9:00:26

we will change that. But for now, the

9:00:27

automations are set up. They're just

9:00:29

fine. There's really nothing that needs

9:00:30

to happen. Okay. So in terms of sites,

9:00:34

we again don't need to worry about this

9:00:36

because we'll be doing it inside

9:00:37

Lovable. So there's no worry there.

9:00:40

Um the next step is settings, business

9:00:43

profile. This information doesn't

9:00:45

actually matter. None of this really

9:00:46

matters. U make sure all the the contact

9:00:48

time zones are correct. Um and

9:00:50

everything like that is good. Disable

9:00:52

contact time zone. It's basically just

9:00:54

like disabling the contact having a time

9:00:56

zone and putting it in the time zone of

9:00:58

the place. These are physical inerson

9:01:00

businesses and most of them are in like

9:01:02

one specific place. So it's usually

9:01:04

fine, but this information doesn't

9:01:06

really matter. I like to change the name

9:01:07

of the address so they have like, you

9:01:08

know, they can see that it's their

9:01:10

account when they're logging in. Now,

9:01:12

like I said, I already have them added

9:01:13

here as staff members. I have the owner

9:01:16

and then also I will add the p person

9:01:18

who's in charge of their leads and

9:01:19

assign all the automations to them as

9:01:21

well. But for now, that's just just fine

9:01:23

here. I explain how to do this later in

9:01:25

the uh onboarding part of this module.

9:01:27

So, don't worry about this for now. Um,

9:01:30

email services, we want to send from

9:01:32

their domain, something similar to

9:01:34

theirs, but you're going to use the lead

9:01:35

connector one because it's fine. Uh,

9:01:37

phone system, we already have the

9:01:39

numbers, but we do want to buy a number

9:01:41

that's in their local area. So, Virginia

9:01:43

Beach,

9:01:46

phone number.

9:01:48

So, it looks like they're 757. And

9:01:50

that's actually his number as well. So,

9:01:52

I'm going to, you know, do something

9:01:53

similar. So, we just do filter first

9:01:56

number. And if you do this to the Twilio

9:01:57

method, which is what you should do,

9:01:59

you'll do this on Twilio and then just

9:02:00

apply the number. But for me, I'm going

9:02:03

to just do this um because this account

9:02:06

is already verified through go high

9:02:07

level. So let's just see.

9:02:11

I know I want to run ads for these guys

9:02:14

mainly in Chesapeake, Williamsburg,

9:02:16

Virginia Beach, Suffolk. I'm just trying

9:02:18

to find one that is one of those places.

9:02:22

Norfolk, that's pretty close. So we just

9:02:25

want something that's close to here. So

9:02:27

suffoc will be good.

9:02:30

Give 757 which is the number that they

9:02:32

want. And then we'll go ahead and edit

9:02:34

this configuration. Make sure the calls

9:02:36

go to him for now. Um I have it in my

9:02:40

doc. We want call redirects to go

9:02:42

actually to the office number. So, what

9:02:44

I am going to do is basically set it to

9:02:48

call forwarding

9:02:49

and set it to external um phone number

9:02:54

here. This is their office number. So,

9:02:56

when they get this phone number called,

9:02:58

it's going to go to this number. That's

9:02:59

the first thing. And then we want to

9:03:02

have the recording set up as well. So,

9:03:04

we save this call recording on, checked

9:03:07

off for the message. Okay, good to go.

9:03:09

So, now it will be from this phone

9:03:11

number and this is going to be their

9:03:12

phone number in here. It's where all the

9:03:13

SMS will be sent from as well. It's

9:03:14

already HP verified obviously. Now that

9:03:16

the no phone number is set up, the next

9:03:18

step inside of settings is um the custom

9:03:22

fields and custom values. Now, we will

9:03:24

set up these fields later. We're going

9:03:26

to have a couple questions that we'll

9:03:27

ask um inside of the survey like we are

9:03:30

going to ask them, do you have a deck

9:03:33

question mark because this is a decking

9:03:34

client. And we're going to ask if so,

9:03:35

how big and how old? If they answer yes.

9:03:37

If they answer no to that first

9:03:38

question, what size are they looking to

9:03:40

build? and the time frame also like the

9:03:42

deck. Those are the questions that we're

9:03:43

going to ask and we're going to actually

9:03:44

add those as custom fields here. So a

9:03:46

single line custom fields and basically

9:03:48

like let's say we did the first question

9:03:50

and mapped it. It would be do you have a

9:03:52

deck and the description and this would

9:03:54

be the contact information and we just

9:03:56

create custom field and then we will

9:03:58

apply that to the um the automations. So

9:04:02

I'm going to show you how to do that

9:04:03

now. Um, and we'll ask this

9:04:05

specifically, but if you were to do this

9:04:07

um, yourself, what you would do is in

9:04:10

the actual automation section when you

9:04:11

have the web hook that comes in from

9:04:12

lovable, that's what we'll probably use

9:04:14

in the new lead automation, you'll have

9:04:16

the web hook here, you'll have a create

9:04:17

contact here. So you'll have create

9:04:19

contact and you'll add the fields and

9:04:21

these fields will be from basically from

9:04:24

the web hook and then you set do you

9:04:26

have a deck and then this will be the

9:04:27

inbound web hook request which will be

9:04:29

like do you have a deck or whatever it

9:04:33

shows up that's how it will kind of look

9:04:36

and then you'll add the obviously like

9:04:37

the name as well. So you'll add like you

9:04:39

know full name and this will be like

9:04:43

name or you know this is how it will

9:04:45

look when you map it. We'll actually go

9:04:46

through this specifically in the next

9:04:47

video when we create the survey, but

9:04:49

this is just an idea about like how

9:04:50

we're going to do that. And then also

9:04:52

what we will do after that is go into

9:04:54

the marketing

9:04:56

and the emails and go into the specific

9:04:58

email templates

9:05:00

and make sure that we change all of

9:05:02

them. So for example, the new

9:05:04

appointment notification to put that

9:05:05

information here. So for example, this

9:05:08

would be like um do they have a deck?

9:05:13

And in the contact key1 instead of being

9:05:15

contact Q1 it is going to be is there a

9:05:18

button I can just easily press the

9:05:19

contact.

9:05:22

I don't think there is. Well, basically

9:05:24

the way that would look is like you

9:05:25

duplicate the tab or whatever go into

9:05:28

the custom fields tab that we just in

9:05:31

which is in settings automations here

9:05:34

custom fields and the one that we just

9:05:36

made. Do you have a deck? we copy the

9:05:38

field name or copy the key and then

9:05:41

paste it in here and then that will show

9:05:43

the information after you have it

9:05:44

mapped. So that's what we'll actually go

9:05:46

out and do once we have the loable

9:05:48

survey and everything mapped in here. So

9:05:50

also the last things that we need to do

9:05:52

is the custom values is the most

9:05:53

important. So I'm going to do this with

9:05:55

you. This will also like fill in all the

9:05:57

automations and fill in all the

9:05:58

information on the pages and do

9:05:59

everything there. So your email, your

9:06:01

agency email for notifications to you.

9:06:03

I'm just going to do my main email,

9:06:04

which is bowenhomewise.

9:06:07

Oops.com.

9:06:11

And then my agency name. So, I'll just

9:06:13

call it homewise.

9:06:20

And then this is A for agency, C for

9:06:23

client, email for lead notifications. So

9:06:26

after our onboarding call, I figured out

9:06:27

that they wanted, you know, the email

9:06:30

for lead notifications to be his

9:06:31

personal for the first couple ones as

9:06:34

well as

9:06:36

um

9:06:39

yeah,

9:06:42

yes, correct. So for now it's going to

9:06:46

be this email and you'll get this

9:06:47

information from them as well on the

9:06:49

onboarding survey that you will that

9:06:51

you'll basically build out. Um but

9:06:55

Here we go. So, this is the email for

9:06:57

lead notifications for now. And Facebook

9:06:59

Pixel, we can go ahead and put that in

9:07:02

also. I don't have the campaign built

9:07:03

out, but you'll basically put that in

9:07:05

also once it's built out. The Google

9:07:07

review link to do this. Their company

9:07:09

name is the composite guys

9:07:13

right here. All you want to do is it

9:07:15

looks like they have

9:07:18

which one is the right one? They look

9:07:19

like the same one.

9:07:22

They have two locations. I know he wants

9:07:24

to double down on this location.

9:07:26

So, what we're going to do is we're just

9:07:28

going to do Google view link

9:07:31

generator

9:07:36

and then we're going to type in the

9:07:37

business

9:07:45

and it's going to be the Virginia Beach

9:07:48

one.

9:08:01

submit and then you'll get a review link

9:08:04

for them. So this right here when we

9:08:07

search this up it will redirect them to

9:08:11

leave a review just like that. Now the

9:08:13

review link set up we can go back into

9:08:15

go highle and we can add that to the

9:08:17

custom fields right here.

9:08:23

The next one is the client cell phone

9:08:26

for lead notifications. I know for now

9:08:28

that he wants to just use his. After

9:08:30

that, the reschedule calendar. To get

9:08:32

that link, we'll basically go to

9:08:33

calendars, go to calendar settings,

9:08:34

choose the reschedule calendar, and do

9:08:37

share. Troubleshoot share permanent

9:08:40

link. Copy.

9:08:42

Go back to custom values.

9:08:45

So, this will fill into the automations.

9:08:47

So if they need to reschedule then it

9:08:48

will put it and hyperlink it inside of

9:08:50

the automations correctly. So we have

9:08:52

the reschedule calendar

9:08:55

and then we have the color one. This

9:08:57

fills out somewhere some places here and

9:09:00

there. I'm not going to even do this

9:09:01

because it doesn't really matter but

9:09:02

sometimes um in like the survey for

9:09:04

example in the sites we have it so it

9:09:05

changes the color but um honestly we're

9:09:08

going to build it throughable so this

9:09:09

doesn't matter. the company calendar.

9:09:11

This is going to be once again here

9:09:15

in the calendar settings, but we press

9:09:16

share on the on-site estimate permanent

9:09:19

link custom values.

9:09:23

Company calendar.

9:09:26

After this, we have

9:09:29

the company email. So, this is where the

9:09:31

email automations for the new

9:09:33

appointments are going to be set from.

9:09:35

So, for that, we are going to do just

9:09:37

his main email.

9:09:41

which I'm actually wanting to check if

9:09:42

he has like a set email that he has for

9:09:45

the company like a help or help at or

9:09:47

info at. So, let's just check if it's at

9:09:49

the bottom or if we have anything

9:09:51

similar to that at the bottom.

9:09:54

Um, call us about

9:09:57

pretty outdated site as well. I might

9:09:59

even make a new website for them to be

9:10:00

honest. Just provide some extra value.

9:10:02

It's super easy. Yeah. So, it looks like

9:10:03

his email is the main one. So, we're

9:10:05

going to go ahead and put that as like

9:10:06

where the emails and automations get

9:10:08

sent from. So right here and the company

9:10:10

name we have the composite guys

9:10:12

obviously. So we'll just copy and paste

9:10:13

that from here

9:10:17

it lets us do it

9:10:22

composite guys.

9:10:27

Oops.

9:10:31

Okay. And then the company owner name.

9:10:33

This is going to be just the first name

9:10:35

of the owner. So for company owner,

9:10:41

looks like it's not working. Let me

9:10:42

refresh. Okay, this is just going to be

9:10:43

Todd

9:10:46

and then the company phone. This is

9:10:49

going to be the company's phone. So like

9:10:51

the office number,

9:10:53

which um I have in here as well in my

9:10:56

document.

9:11:01

Important that you format these right.

9:11:03

also.

9:11:08

Okay. The company website, we have that

9:11:10

as well,

9:11:13

which I believe is we just click on this

9:11:17

on this.

9:11:21

Yeah, it's just the compositeguys.com,

9:11:23

right?

9:11:26

Take that,

9:11:29

put that in here also.

9:11:33

the confirmation URL. So, this is going

9:11:35

to be the like the URL that we use after

9:11:36

we make the funnel of like saying the

9:11:39

appointment is confirmed. So, we'll put

9:11:41

that in here after that's done. Same

9:11:42

with the Facebook token. Instagram page

9:11:44

URL. I'm actually pretty sure these guys

9:11:46

don't have an Instagram, but let me

9:11:48

check. So, we go to Facebook. We'll see

9:11:51

it if it's in here. Oh, they do. So, we

9:11:55

can take the Instagram URL also. Looks

9:11:57

like they just made it. Okay. Now all

9:11:59

the custom values are set and that's it.

9:12:02

Like that's pretty much all you have to

9:12:03

do. If you want to do lead forms as

9:12:04

well, you have to set up the Facebook

9:12:06

integration. Um I have him not set up

9:12:08

with the Google calendar availability

9:12:10

which I would recommend. He didn't want

9:12:12

it for now because he can take all the

9:12:14

volume. So you can take appointments at

9:12:15

any time as long as they're between that

9:12:16

time frame. So keep that in mind. Um but

9:12:19

that's basically everything that you

9:12:20

have to set up for them. The final thing

9:12:22

that you'd want to do is go ahead and do

9:12:24

some kind of test just to make sure

9:12:25

things are working. So, if we take um if

9:12:28

we open up the calendar,

9:12:31

we can go ahead and just test out an

9:12:33

appointment. Um I'm not going to do it

9:12:35

yet because it's not like going to know

9:12:38

the information of the contact because

9:12:39

we don't have those custom fields

9:12:41

mapped. Like what I mean by that is like

9:12:42

in the survey we're going to have

9:12:44

questions like do you have a deck and do

9:12:46

you have these things and since I don't

9:12:47

have that built out yet when it sends an

9:12:49

automation to them it's not going to

9:12:50

fire properly. Not going to say that

9:12:52

information. So I'm not going to test it

9:12:53

out right now at the moment. But um

9:12:57

yeah, just keep that in mind. And um

9:13:00

yeah, I mean that's everything there is

9:13:01

to onboarding someone on go high level.

9:13:03

I covered everything literally making

9:13:05

sure you have pre ATP verified sub

9:13:07

accounts, snapshot import, um

9:13:09

automations, making sure you have them

9:13:11

all set up. Um I had the meta

9:13:14

integration. So you want to set up the

9:13:15

lead forms. If you're doing lead forms,

9:13:17

then you would go to integrations. You

9:13:19

would go to Facebook connect your

9:13:22

Facebook account, whichever one the page

9:13:23

is connected to. Um because obviously

9:13:25

you need connection to your Facebook

9:13:26

page and this would be your account as

9:13:28

well and then you just connect it and

9:13:30

once it's connected you can basically

9:13:31

just press Facebook field form mapping

9:13:33

and then you would map the custom value

9:13:35

custom fields to the questions in the

9:13:37

Facebook lead form and then you can add

9:13:39

that to the trigger to the automation

9:13:41

the domain as well we'll cover in when

9:13:43

we'll do the funnel and then that's

9:13:46

pretty much it. So I hope you guys

9:13:48

enjoyed this is that was literally me

9:13:49

doing this live for a client. So

9:13:51

everything's now good to go for him.

9:13:53

Now, we're going to move on to the

9:13:54

service delivery part, which is going to

9:13:56

be, you know, setting up the offer for

9:13:57

the client, the creative production, the

9:13:59

copy, the funnel build, the meta

9:14:00

campaign, um the pre-launch checklist,

9:14:03

making sure that this is all good,

9:14:04

verified, and tested, which um we'll get

9:14:06

into now. So, hope you enjoyed and I

9:14:08

will see you in the next one. Hey

9:14:09

everyone, it's Owen and welcome to

9:14:11

service delivery. So, this video is

9:14:12

about providing a world-class service to

9:14:14

your clients so that we can keep them

9:14:15

for years and years, paying us thousands

9:14:17

every month. I currently have clients

9:14:19

that have paid me over $50,000 profit

9:14:21

over their lifetime.

9:14:23

And this doc is the key to doing that.

9:14:25

Keep in mind that this doesn't retach

9:14:27

anything that's already in Meta Ads

9:14:28

Mastery. So anything about running ads

9:14:30

is in this video. And any live buildouts

9:14:33

or resources that help aid Meta Ads

9:14:35

Mastery are either added to the

9:14:37

document, the new like this document, so

9:14:40

you can check it out or they are going

9:14:42

to be like right below the video inside

9:14:44

of the actual video modules inside of

9:14:46

the program.

9:14:47

So, it does however teach you how to

9:14:49

build the service though through

9:14:51

strategy and live buildouts. So, listed

9:14:53

under this video will include multiple

9:14:55

live buildouts where I create winning

9:14:56

creatives, winning funnels, winning

9:14:58

campaigns, and launch a real client from

9:15:00

start to finish. So, you know everything

9:15:02

we need to know about service delivery.

9:15:03

In this video, we'll cover native

9:15:04

service delivery, finding your or

9:15:07

finalizing your customer profile, your

9:15:09

ad offer and price anchoring, creative

9:15:10

and copy, funnel and destination,

9:15:12

campaign buildout and naming pre-launch

9:15:15

checklist launch and in the first seven

9:15:17

days after launch. So native service

9:15:19

delivery is the biggest unlock to

9:15:21

improving your service delivery and it's

9:15:23

that you build it out natively

9:15:25

internally.

9:15:27

So the slow way to do this is to onboard

9:15:29

a client into their ad account. So

9:15:30

their, you know, Facebook account, get

9:15:32

into their ad account, add yourself as a

9:15:34

partner or whatever. Build out their

9:15:36

page, set up their pixel, warm up their

9:15:38

account, build their funnel. Like

9:15:40

onboarding just takes so long and your

9:15:42

first impression will always look shaky

9:15:44

on them and a little scammy as well

9:15:45

because like, you know, there's always

9:15:47

so many headaches that come with trying

9:15:49

to get access to their Facebook. So, and

9:15:51

also you just spent like a bunch of time

9:15:53

and money building someone else's

9:15:54

business, which doesn't make any sense.

9:15:56

If they churn, you keep nothing. They

9:15:58

keep everything. and every client just

9:15:59

starts on a fresh pixel which takes a

9:16:01

long time for every client to learn and

9:16:03

get the results that you want them to.

9:16:05

The faster way is to build it out

9:16:07

natively. So per niche you run one

9:16:10

branded identity, one

9:16:13

page, right? For example, Decking

9:16:16

Solutions USA or mine right now is Home

9:16:19

Solutions USA.

9:16:21

One optimized pixel for every single one

9:16:23

of your clients and optimized funnels as

9:16:25

well. So, here's why this works so well.

9:16:28

If you have one page that you run all

9:16:30

your clients accounts on, you have

9:16:32

instant onboarding, so you have no shaky

9:16:33

setup call, no waiting to get anything

9:16:35

added to anything. You have a seasoned

9:16:37

pixel, so you already have a working

9:16:38

pixel, so Meta already knows exactly

9:16:40

what you want out of the gate. So,

9:16:41

there's no cold start. You get fast wins

9:16:44

for your client because if your accounts

9:16:47

already are working and generating

9:16:48

leads, you can just hand a brand new

9:16:50

client an estimate the morning that they

9:16:51

pay so that, you know, they don't have

9:16:53

any doubt. And then also you can spend

9:16:55

from your own business card. You get

9:16:57

points and cash back on every dollar you

9:16:59

spend. There'll be a module or a

9:17:00

separate video in this module somewhere

9:17:02

or in this program on how to like use

9:17:04

your points back to travel forever. Like

9:17:06

you can basically never pay for a flight

9:17:07

ever again. Um but the point is is like

9:17:12

this is the fastest way to do it. Okay.

9:17:14

The layout is having one meta page, one

9:17:19

Facebook page, business page called like

9:17:21

something general. So like Decking

9:17:22

Solutions USA or Home Solutions USA or

9:17:24

like Homepro USA or something like that

9:17:28

and you run all of your clients ads on

9:17:29

that one account

9:17:32

and then you have different funnels and

9:17:34

for every single you have the same ad

9:17:36

account, same pixel. The only difference

9:17:38

is you have different campaigns for

9:17:39

different clients and different funnels

9:17:40

for different clients that hook up to

9:17:42

individual goal sub accounts. And keep

9:17:44

in mind for people that, you know, that

9:17:46

are watching this video that don't have

9:17:47

this built out yet, you won't have, you

9:17:49

know, a seasoned account or a pixel, you

9:17:51

know, seasoned pixel on client number

9:17:52

one. And that's fine. Just start

9:17:54

building this stuff fast. You know, your

9:17:57

pixel, your funnels from day one, just

9:17:59

so that like by client three, you

9:18:00

already are taking advantage of it. And

9:18:03

everywhere below where I say build this

9:18:04

funnel or set up this pixel, keep in

9:18:05

mind that I meant for your own

9:18:07

infrastructure, okay? Not for every

9:18:08

single client. The only thing that

9:18:10

you're going to do is like build a

9:18:12

funnel live today with me. But it's

9:18:14

important that you understand that from

9:18:16

here onwards like you'll just copy and

9:18:18

paste that funnel. You'll just duplicate

9:18:19

it with a different domain, different

9:18:21

subdomain, same root domain and then

9:18:24

you'll use the same pixel

9:18:28

and you'll understand the setup after

9:18:29

you see me do it.

9:18:32

So yeah, you will have to set all of

9:18:33

this up like this entire document up

9:18:35

individually for every single client. If

9:18:37

you have native service delivery, you

9:18:39

can use just a pretty much a similar

9:18:40

process for everyone that you sign. So

9:18:42

step one, finalize your customer

9:18:44

profile. On the onboarding call, you

9:18:45

will need to collect this information.

9:18:47

And keep in mind this all will be in a

9:18:49

later video in the module like the

9:18:50

onboarding call script and live

9:18:52

onboarding calls. You can see how like

9:18:53

me actually collecting this information.

9:18:55

Um, but you cannot write an offer or set

9:18:58

a price for a business for their ads if

9:19:00

you don't understand them. So you need

9:19:02

their average job value, their price

9:19:04

range, their service area, their radius,

9:19:06

the services offered, what they do and

9:19:08

what they don't do, what they actually

9:19:09

want, what they don't want, their ideal

9:19:11

customers, so age range, higher end,

9:19:14

location, particular job that pays them

9:19:16

the best, and then existing proof, job

9:19:18

photos, reviews, like you need all of

9:19:20

this stuff. And you get this all on the

9:19:22

onboarding call. So every time you have

9:19:25

an onboarding call, I recommend making a

9:19:27

customer profile. Like I have one for

9:19:28

this client that I signed right here,

9:19:30

just like this. Um, so super simple. It

9:19:33

doesn't have to be anything crazy. Just

9:19:35

um some kind of, you know, client

9:19:37

profile or custom profile that you can

9:19:39

use to help build out the ad campaigns,

9:19:41

which by the way, in this video, you

9:19:43

will see me build out the ad campaigns

9:19:45

for that specific client in front of

9:19:47

you. Um, the radius matters, you know,

9:19:52

for where they want the ads to be ran

9:19:54

because it tells you a lot about their

9:19:56

tan.

9:19:58

It's very important that if you deed

9:20:01

like if you have a larger TAM or a total

9:20:03

addressable market um you can afford a

9:20:05

landing page because there's you know

9:20:06

more friction is just better quality and

9:20:08

there's more people and more clicks and

9:20:09

you can still get a decent amount of

9:20:11

volume. if there's a small town and

9:20:12

there's just not that many people

9:20:14

because sometimes if you do like a 25

9:20:15

mile radius around an area it's like 80k

9:20:17

people right in a small rural area but

9:20:20

if you do around a city there'll be like

9:20:21

a million or two million people and so

9:20:23

it's very important that you keep it in

9:20:25

a healthy range of like 500 to 1 mil 500

9:20:28

to 1.5 mil roughly

9:20:31

and if that's the case you can afford

9:20:33

using a landing page sometimes people

9:20:36

put too much friction on your service

9:20:37

delivery on your ads and use a there's

9:20:40

like a small addressable market size and

9:20:42

because of that they just don't have

9:20:43

enough volume to justify everything. So

9:20:45

they use you know lead forms for that.

9:20:48

Um if you have any questions on the

9:20:50

logic behind this friction and why this

9:20:52

is the case just watch meta ads mastery

9:20:54

once again and um it'll explain it. The

9:20:57

customer profile tells you what you need

9:20:59

to know about building the rest of your

9:21:00

service. The average job value the range

9:21:01

your price anchor which is you know what

9:21:03

we're going to set up now. The radius

9:21:05

tam so your destination services and

9:21:06

ideal customer like you need this

9:21:09

information. This information is what

9:21:10

fuels your campaign.

9:21:13

Step two, add offer and price anchoring.

9:21:15

So, utilize meta ads mastery for

9:21:17

information on ad offers, but for

9:21:19

service delivery, just stick to price

9:21:21

related offers. It's the most proven.

9:21:22

It's been working for me for the longest

9:21:25

period of time. Um, a price anchor is

9:21:28

simply the number that you put into an

9:21:29

ad where a prospect thinks, "Oh, that's

9:21:31

pretty reasonable." And for local home

9:21:33

services, the number is the offer. Okay?

9:21:35

Like how much your price anchor is is

9:21:37

your offer. and you will get it from the

9:21:39

customer profile job range, right? Take

9:21:41

their average job value, go a little bit

9:21:43

under it. Um, and that's typically

9:21:46

usually going to be your price anchor.

9:21:48

So, rules for this price price anchor is

9:21:50

you need to anchor inside of their job

9:21:52

range. So, for example, this client that

9:21:55

I just signed, their lowest job they'll

9:21:56

accept is 3.5K. The average job size is

9:22:00

20K. So, because of that, I made the

9:22:03

price anchor 9.5K, which is high. you

9:22:06

know, some people would do much lower

9:22:07

than that, but just because of the the

9:22:09

market and the average job size. That's

9:22:12

how I knew. It's just a little bit more

9:22:14

than the floor, right? Ideally, I might

9:22:17

even want to be a little bit lower and I

9:22:19

might try lowering it to like 7.5, but I

9:22:21

understand that this client wants

9:22:22

quality and so I'm not going to be the

9:22:25

one that like prevents them from getting

9:22:27

quality just because I want to get a

9:22:28

better cost per lead. You know what I

9:22:29

mean? So, that's what I would recommend.

9:22:33

Um, don't go below their floor. keep it

9:22:35

reasonable, a little bit above their

9:22:36

floor and um understand that if you have

9:22:40

a little bit lower, it'll get you more

9:22:42

leads but less quality. If you have a

9:22:43

little bit higher, get you a little bit

9:22:44

higher quality. Also, never use round

9:22:46

numbers. Never use 5K or 8K or 7K or

9:22:49

10K. The reason why is because it sounds

9:22:51

like marketing. So, use some kind of odd

9:22:52

specific numbers like 5.5K, 7.5K. Um

9:22:56

that helps in the homeowner's eyes as

9:22:58

not seeming like marketing. Comma versus

9:23:00

no comma starting at or for less than.

9:23:02

If you say starting at 5.5K, it'll get

9:23:05

you higher quality. If you say four less

9:23:06

than 5.5K, it'll get you lower quality,

9:23:08

etc. Also with a no comm, so you can

9:23:12

kind of manipulate these in your ads to

9:23:13

just like influence how much volume

9:23:16

you're going to have through. Um, and

9:23:18

I'll go through like the scripts and

9:23:19

stuff that I use for this, but um, the

9:23:22

6040 rule as well, like run roughly 60%

9:23:25

of your creatives towards volume and 40%

9:23:27

towards quality. That's what I would

9:23:29

say. Um, you want enough volume to feed

9:23:32

the pipeline, but enough quality to

9:23:33

protect the close rate and the average

9:23:35

order value.

9:23:36

It depends on the client and depends

9:23:38

what they want, depends on the area,

9:23:40

depends on a lot of things. Um,

9:23:42

so keep that in mind, but this is a good

9:23:44

rule of thumb. Also, handle the price

9:23:46

objection inside of the ad. So, if your

9:23:48

anchor sits well below what the market

9:23:49

expects, you know, like a 5.5 deck when

9:23:51

people assume 10K, the prospect's first

9:23:54

thought is like, why is it so cheap?

9:23:55

What's the catch? So, you want to

9:23:56

pre-handle that in the ad by explaining

9:23:59

a little overhead. You know, same

9:24:00

materials as the big crews. We just, you

9:24:02

know, don't pay for a fleet of trucks

9:24:03

and a wall of billboards and whatever it

9:24:05

is. Like, we don't pay for this extra

9:24:06

stuff so we can afford, you know,

9:24:08

charging less than the bigger guys. Um,

9:24:10

step three is creative and copy. So,

9:24:13

creative is 80% of the result and by far

9:24:15

the most important aspect of service

9:24:16

delivery. For a live example, below this

9:24:19

video, click service delivery, um, which

9:24:21

is the video that you're watching right

9:24:22

now. Under this video, you should see

9:24:24

live creative creation. Okay? Okay, it's

9:24:26

a video of me literally just making

9:24:27

creative um a winning video ad as well

9:24:29

as a winning couple picture of ads. So,

9:24:32

also just a couple winning picture ads.

9:24:34

So, you can check that out right below

9:24:36

this video. Um I also go through

9:24:38

scripts, prompts, all that good stuff.

9:24:40

So, check that out below this video. Um

9:24:42

and for more details about creative

9:24:44

copy, just see this video, right? And

9:24:46

the resources that are under this video.

9:24:48

This video also will change over time.

9:24:50

Um the video will stay the same, but the

9:24:53

resource will change. So, if anything

9:24:54

got added to it, you can always just

9:24:55

scroll through and check. And for

9:24:57

inspiration on what you should add for

9:24:59

your specific niche, use this winning

9:25:00

swipe file of ads. Keep in mind, we only

9:25:02

have one niche in here for right now,

9:25:04

but I'm in the process of adding pretty

9:25:05

much all of your niches. Uh, so when you

9:25:08

check this, there should be more.

9:25:11

Another thing here is an ad vault as

9:25:13

well. This is something that I've used

9:25:14

in the past that's been very helpful for

9:25:15

me. So, you could have a creative vault

9:25:17

with all your different types of

9:25:18

creatives and numbers for them so you

9:25:20

can organize them. Copy vault. Um, you

9:25:22

can have all of your different copies

9:25:24

here as well with the headline,

9:25:25

description, category, what type it is,

9:25:27

the offer vault. So, like, you know, for

9:25:29

example, this new campaign I'm running

9:25:31

for my guy is the offer price 9.5K

9:25:33

starting at for decks. Um, and a cate

9:25:37

category, it's a price related offer.

9:25:40

And then the copy vault is I have the

9:25:42

copy in there, which I can actually go

9:25:43

ahead and just show you. Yeah, this was

9:25:46

the copy that I use in the video. So,

9:25:47

like for example, like let's say um I

9:25:51

want to log this and like actually track

9:25:52

it to see if it works well. You would

9:25:54

just put it in here. Headline. My

9:25:56

headline for that copy was I believe

9:26:00

this one right here or something

9:26:02

similar. Um

9:26:05

and then the description

9:26:08

I did something like this. And I believe

9:26:10

I actually changed it later on to match

9:26:11

the headline of the landing page better,

9:26:13

which you also see me build live in this

9:26:14

video. The point is is you can put your

9:26:16

creative in here, put your files in

9:26:18

here, um, just so you have it in here in

9:26:20

one certain place. Then you can also

9:26:22

have a naming scheme for all them so you

9:26:23

can track what works and what doesn't.

9:26:24

And right now it's for each one. So I

9:26:27

would recommend using that also. So step

9:26:30

four is funnel and destination. Um, if

9:26:32

you want to see me build out a w live

9:26:34

funnel and more specifically this funnel

9:26:37

right here, this winning funnel right

9:26:39

here that I built for a client of mine,

9:26:41

um, you could check that out in the

9:26:43

description of this video as well. It's

9:26:44

called live funnel buildout. So just

9:26:45

watch me build this from scratch. And

9:26:47

then also just for a refresh from meta

9:26:49

ads mastery lead forms native to meta

9:26:51

lower friction cheapest and high volume

9:26:53

of leads lowest quality. This is good

9:26:56

for a small TAM and with a book booking

9:26:59

page. Here's the actual setup for that

9:27:01

landing page. More friction pricier but

9:27:04

you know a better CAC which matters the

9:27:06

most for bigger companies especially.

9:27:08

You know you want their customer

9:27:09

acquisition cost to be as low as

9:27:10

possible. um and your average order

9:27:14

value and stuff. So like that's why I

9:27:15

have a decent amount of friction on here

9:27:16

and why this page is, you know, so heavy

9:27:18

is just because we have a higher TAM and

9:27:21

we also want just really quality leads.

9:27:23

Step five is campaign buildout and

9:27:24

naming. So under this video as well,

9:27:27

you'll see me building out a campaign

9:27:29

live. It's called live campaign

9:27:30

buildout. A lot of this module is just

9:27:32

me saying go watch this live video. Um

9:27:35

but you'll watch me build the campaign

9:27:36

live uh with all the meta settings, all

9:27:38

the placements, go high level

9:27:39

integration, all that stuff. So, if you

9:27:41

want to watch people build the funnel, I

9:27:42

would recommend watching that to see how

9:27:44

I integrate it with pixel and making

9:27:45

sure that's accurate. And then also the

9:27:47

live campaign buildout. Um, also that's

9:27:51

under this video. Naming convention is

9:27:54

optional. This is not required, but

9:27:56

sometimes it helps, you know, to get a

9:27:57

better idea. And if you can have certain

9:28:00

names for your creatives as well, that's

9:28:01

where you can kind of come up with those

9:28:03

in the mark in this uh ad vault here.

9:28:06

Just like that. Um, yeah. Yeah. And then

9:28:10

when you duplicate the adset to iterate,

9:28:11

you can just bump it to V1 or V2,

9:28:12

whatever it is. Step six is the

9:28:14

pre-launch checklist. We'll go through

9:28:16

this in this live campaign launch video.

9:28:19

Just going through all of these

9:28:20

checklist things that you need to check

9:28:21

off before you can actually launch

9:28:23

someone's ads. I will say like the most

9:28:25

expensive mistakes come from rushing

9:28:27

this process. So many people rush this

9:28:29

process and just want to get ads live as

9:28:30

soon as possible, you know, but

9:28:32

sometimes there's a price mismatch.

9:28:34

sometimes, you know, there's an error in

9:28:36

the captions or the wrong CTA or just

9:28:37

like some stupid small error um or like

9:28:40

the pixel's not working, whatever it is.

9:28:42

So, use this checklist for every single

9:28:44

time that you launch new clients um just

9:28:47

to minimize that chance.

9:28:49

So, go through all this and I go through

9:28:51

all this live in front of you in this

9:28:53

video under um under this video right

9:28:56

here that you're watching called live

9:28:57

campaign launch. So go ahead and click

9:28:59

that, watch that video, and you'll see

9:29:01

me go through all these all this this

9:29:03

whole checklist as well as the checklist

9:29:04

in here just to make sure that

9:29:06

everything is as high converting as

9:29:07

possible so we can get the best results

9:29:09

for our clients.

9:29:11

U I will say also that the main thing

9:29:13

that matters after publishing is getting

9:29:15

the client a first win fast. Okay, you

9:29:17

want to get, you know, you want to get

9:29:18

them a fast win, especially if they're

9:29:21

fronting ad spend. So your only job in

9:29:24

week one is just get them their first

9:29:25

booked estimate, ideally their first

9:29:27

shown booked estimate.

9:29:29

Buyers remorse usually sets in 24 hours

9:29:32

after purchasing something. So see what

9:29:35

you can do to get wins as fast as

9:29:37

possible. Whether it's like a Google

9:29:38

review campaign, database reactivation,

9:29:39

whatever it is, um just bumping up the

9:29:42

ad spend more in the beginning, whatever

9:29:44

you can do to get fast results will help

9:29:46

your clients um feel a little bit less

9:29:49

buyers remorse.

9:29:51

So, the first seven days after launch,

9:29:53

now that you're live, do not mess it up.

9:29:56

Okay? So, don't mess it up by changing

9:29:57

things. Most campaigns fail because

9:30:00

people mess with them too much. It's not

9:30:02

because the system's bad or the ads are

9:30:03

wrong or the tracking is not right.

9:30:05

Like, it's usually because people just

9:30:06

change things too often. Do not make

9:30:09

decisions until an ad has spent at least

9:30:12

three times the target cost per result.

9:30:15

For example, if your goal is a cost per

9:30:17

lead of $40 and a singular ad has spent

9:30:21

$120

9:30:23

and the metrics are looking

9:30:24

questionable, that might be when it's

9:30:27

time to change things. And if this is

9:30:30

completely unfamiliar to you, rewatch

9:30:32

Meta Ads Mastery for accurate decision-m

9:30:34

from data. It's very important that you

9:30:36

understand this.

9:30:38

Things to keep in mind is that leads

9:30:41

come in waves. the algorithm delivers in

9:30:44

clusters sometimes because it's testing

9:30:46

out different audiences like you can get

9:30:48

zero leads for five days and then get

9:30:49

four in one day. So don't panic if you

9:30:51

have fine metrics and also keep in mind

9:30:53

regression to the mean like over enough

9:30:55

time things will stabilize especially

9:30:57

over enough spend. External factors can

9:31:00

influence lead flow as well like Sundays

9:31:01

are slower big economic news days

9:31:05

um you know ducking obviously in the

9:31:06

winter it's super slow and depends on

9:31:09

you know the niche. So do your research

9:31:11

about what niche you're in and make sure

9:31:12

you understand like the seasons and the

9:31:13

seasonality um that influences it.

9:31:16

Audience pool exhaustion as well. So

9:31:18

after a strong week or two, meta works

9:31:20

through the pool and goes hunting for

9:31:22

the next batch. So sometimes you just

9:31:23

have to give that a time to find the

9:31:25

next type of like the next audience that

9:31:27

would be interested in whatever the ad's

9:31:28

offering. If leads fully stop though for

9:31:31

three to five days straight and you've

9:31:33

ruled everything else out, just manually

9:31:35

restart the campaign. But make sure to

9:31:36

diagnose and go through the metrics

9:31:37

first. Once again, if you want to

9:31:39

understand like the scale thresholds for

9:31:41

killing and keeping ads, you know,

9:31:43

analyzing bottlenecks based off metrics

9:31:44

and scaling them, use metadata ads

9:31:46

mastery. Once again, more specifically

9:31:48

the section scaling with data and media

9:31:49

buying and testing cadence. Bonus

9:31:51

advanced retention tactic. When you're

9:31:54

controlling the spend, you know, with

9:31:55

native service delivery, you can spend

9:31:57

faster to hit a goal sooner, especially

9:31:59

if you're confident in what you do. A

9:32:01

client spending at $50 a day versus $100

9:32:02

a day, like you'll literally get double

9:32:04

the results in the same amount of time.

9:32:05

So, just keep in mind that faster cash

9:32:07

will counteract all their buyers remorse

9:32:09

and keep them happier in the beginning,

9:32:10

which helps retention. However, there is

9:32:13

some risk if you're covering ad spend,

9:32:15

you're fronting more ad spend there,

9:32:17

right? If they're paying ad spend and

9:32:19

they pay you in like ad reserves or

9:32:20

whatever, like how I have it built out,

9:32:21

then there is really no worry. But on a

9:32:25

paper result model, make sure you

9:32:26

protect it in your agreement as well.

9:32:28

And a faster result, you know, a faster

9:32:31

first result especially is almost always

9:32:32

worth it. So if you can get faster

9:32:34

results for them by increasing the

9:32:36

budget, being a little bit more ballsy,

9:32:37

do it if you have a proven system.

9:32:38

There's no reason why not. So to recap,

9:32:42

native service delivery, build this out.

9:32:44

Finalizing your customer profile. I'll

9:32:46

go through the actual onboarding

9:32:47

processes later in a video in this

9:32:49

module later. Offer and price anchoring,

9:32:51

how to build out your offer. Um,

9:32:54

I would literally talk to Claude and do

9:32:56

it based on your customer profile, how

9:32:58

you should structure the offer and price

9:32:59

anchor. You can literally send it the

9:33:00

PDF with this creative and copy as well

9:33:03

as a live buildout of me doing it below

9:33:06

this video. You can check out funnel and

9:33:08

destination as well as a live build out

9:33:10

of me doing that as well. Building a

9:33:11

funnel for you live and linking it to go

9:33:13

high level. Uh, campaign buildout and

9:33:16

naming. So, optional and a live video of