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CoachBot Video Transcripts- 23

Tech Overview - Workflow and Campaign

What's going on guys? Let's talk about the tech side of the 28 day spring shred challenge. All right? So if you're using our high level, there's going to be a bunch of kind of done for you assets, tools at your disposal. So first things first, we've got to download the active members list from whatever CRM you're using all, and then we're going to make sure it's accurate, right? We're going to clean it up and then upload it into high level. So first things first, you want to download and clean up your active members list, and since every single CRM out there is different, then we're not going to shoot videos for all of the different software systems out there. So go ahead and just go ahead and get that. If you need to hit up their support, go for that. But once you do have your full members list, all right, follow our tech videos to clean upload, and then go ahead and communicate with them appropriately.

All right? Remember, the target is we want every single active member to know about this and sign up for the free members only challenge. All right? So let's kind of dive into some of the things available for you. Alright, using our high level build. So you'll see that under the marketing tab over here on the left, under campaigns, all, when you hit campaigns, you'll see that we've actually loaded in a new promotion, 28 day spring shred. So what this is, is this is an eight day promotion across texts and email, all right? So it's going to span eight days. This is day number one, and then all of the timing has actually already been loaded in. So I would suggest going in here and actually editing every single message in here so that it's your own voice, your own brand, double checking that it's exactly what you want to say.

And of course, swapping out the links, making sure that your links are accurate, the names are accurate, everything. Just because this is loaded in does not mean it's ready to go. This is a starting point. Inspiration and follow the tech videos to really learn how to put the links in and all that stuff. So again, this is an eight day sequence. All right? So you want to start this eight days before your first nutrition consultation. So if you're going to have the consultations, we recommend three straight days, a Monday, a Tuesday, and a Wednesday being your consultation, your nutrition sales, where you're sitting with your members, going over the nutrition, selling the supplements. Then what you would want to do is if day one of those is going to be on a Monday, then this should start on a Sunday, not the day before, but two Sundays before that Monday. Alright? So that's actually all on the promotional calendar, but I just wanted to really stress that. All right? Alright, cool. So now let's jump over to another tool you have at your disposal, the referral funnel. So after the consultations with the members are kind of wrapping up, you have a period of time between the consultations and the actual challenge starting because we're going to wait for those supplements to get delivered, and we're going to use a week to promote

Our friends and family deal. Now, we're making it super simple this time because basically what we're telling our members is, Hey, if you've got friends and family that want in on this, I have a secret link that they can sign up and they can get in for some crazy deal, right? Like $49 or $99, something in that range, they get the entire spring shred 28 day challenge. Now, if your members are hyped about this challenge and you make it super simple for them to refer, you will get their friends and family opting into this secret link. Okay? So let's go ahead and look at this. This is the desktop version. There's a mobile version as well. You can dive into the tech videos to learn how to edit it and all that stuff, but basically what's going to happen is someone's friend, they get the text from their friend, from the member of your gym, and they're like, yeah, sweet.

I'm going to go ahead to learn more. They drop their information in here, and what's going to happen is that referral is actually going to end up right inside your new pipeline. So in your opportunity section, all right, over here on the left, you're now going to see that you have a new pipeline, 28 day spring shred. Okay? So you're going to click on 28 day spring shred and boom, if you get a referral, it will drop right in here. Okay? Now, follow the tech videos to again, edit the funnel itself, and of course, learn how to edit messaging and things like that associated with it. You'll also be able to test your funnel before it's used. Okay? So again, we've got the first target, get your list, clean it up, and then go through the tech videos so that you can really know how to edit your campaigns. Make sure you're communicating effectively on the timeline that we suggest and leveraging that referral funnel. All right, guys. Go crush it.

 

Creating your Calendar

All right. I wanted to film a quick video showing you how to set up a calendar from scratch and integrate it into your spring shred play. So sometimes whenever snapshots carry over, the calendar doesn't carry over with it. So if you were watching any of the previous videos and you saw that there was a nutrition orientation calendar and it is no longer there, we're going to go ahead and go through and teach you how to set that calendar up from scratch. So the first thing you'll want to do is on the left hand side, scroll down to where it says settings, and then you'll want to go to team management. Now you'll want to make sure that your team is in here, whoever's going to be taking the sales appointments are in here. If you need to add employees, you can go ahead and just click add employee up here.

You can give them the first name, last name, email, and then just go ahead and put in a password for them. You can also assign permissions if needed. If you don't want them to be responsible for certain things, you can set them as a user or admin depending on the role. And now the most important thing is that you set up the user availability. So under user availability, make sure that there are kind of set times that that person can take. This availability is important for what actually shows on the calendar, and we will go through that in just a moment once we go through setting up the calendar. So once you've added someone, they will look like this. So you see, here's an example of Jake Dalton. You can go ahead and edit on there. You can see the availability. We can also configure calendars If we need to select their specific Google calendar, we can do that in here.

Once you have your employees inside of here, you will want to go over to teams and you'll want to make sure you have a sales team set up. Now this is where you will add anybody who is going to be taking appointments. What happens sometimes is if you have certain people who take nutrition consultations, certain people who take sales, you can make more than one team depending on who needs to be taking what appointments. So as an example, we'll go ahead and add a team, and we will call this coaching team, maybe only your coaches take nutrition orientations. And then we can add from the list of employees whoever needs to be added to that calendar. So maybe only Jacob and Jake take those. So we will add just the two of them and we'll go ahead and hit save.

So this is how you can kind of create different teams. Oh, it might ask. Okay, cool. We'll call this coaching team. This is for coaches and we'll call this coaching and we'll go ahead and hit save. So from here it will create a team. As you'll see now, it's like I have a coaching team and I have a sales team. So hypothetically maybe some of my salespeople did not take nutrition orientations. There you go. You can set up two different teams. Now you'll want to go into calendars and you will see each one of your teams in here. So you will need to identify kind of which team needs to be taking what appointments. So for this example, if we were setting up, maybe this is like a sales calendar, this is a nutrition orientation. So we talk a little bit more about nutrition. We can go ahead and click add new calendar, and then we can give it a name. So we'll call this nutrition orientation. We can say nutrition consults and we can enter the slug. You can also write something here like we are going to dive deep one-on-one to see how we can help with your goals, those kinds of things. For the sake of this, since we're just testing, I'm just going to say nutrition consults, and then we can go ahead and enter a slug. So we can just say nutrition,

And then we can go onto availability here. Now you can optimize for equal distribution or you can set to low priority. My recommendation would be to keep these on low priority whenever you optimize for equal distribution. The only thing I do not like about this is that if one person takes off for a week and then comes back on, all of the appointments will flow to the person who is off because it will try to balance out equal distribution for the time that they were gone. So typically I just said it's a low priority like this and we just optimize for availability. After that, we can go ahead and click on availability up here and we can set kind of the recommended settings. So we can do slot duration 30. Most people do slot interval at 30, meaning that times are showed every 30 minutes.

Editing Your Promotional Texts & Emails

Alright guys, here it is the Spring Shred Challenge. So this is going to be an eight day campaign. Just below this video is going to be a download for this document in which we're going to utilize that to cross-reference what needs to be edited within the campaign. So just like the fast cash play and reactivation, we have everything templated out for you. So all that needs to be done is go in here, edit what's indicated, and all the highlights do carry over for the emails. The only place that it does not is going to be in the text messages, so I highly suggest we pay a little bit of extra attention there to make sure that we edit what needs to be edited within the text messages. Once you have gone through each stage of the sequence and sent yourself a test, you'll be ready to go. And in the next video we're going to show how to update and import your current member list and then send out this campaign.

 

Cleaning and Importing your Member List

In this video, I just want to cover what it's going to look like. If for some reason our import list populates all into one column instead of separated columns. Now we're going to go through how we clean this up and make a nice clean list to import properly into go high level. So first thing we want to do is select the entire column, then we'll move to data. We'll click on our text to columns and choose delimited here. And then we're going to select how we want it to be separated. So for us here, everything has a comma in between each section of information. So this makes it a little bit easier for us, but if we wanted to separate it just on spaces, it can do the same thing. We'll say comma for this one and we will hit next. And then it's going to show us an example of what is going, the final product's going to look like. And there we have it. And once we have everything separated, we're just going to remove the information that we don't need. So that way it's a cleaner import for go high level. So we're just going to remove

These sections here. We want to keep our email list, so we'll select here and we don't need these locations until we have it. So first name, last name, phone, and email. Next thing we'll want to do is select our column and we'll say insert. And we're just going to shift cells down. And in here we can put in first name and we'll do this across the board. Dunno why it wants to keep doing that. And just to tidy this up, we can actually just select our entire column. We'll say cut and we'll bring it back over to our A and kind of get everything tidied up. Alright? And once we're done it should look just like this. And what we're going to do is we are going to go and we are going to save this file as choose downloads. We're going to say CSV, delimited tip in our name. Alright, once that's all done, we'll just navigate back to go high level. We'll choose to upload our file and this is our file here. We'll say open and we should see everything nice and clean. We don't even have to match the fields. We already did that in the columns. And we'll just want to tag these

Active members and submit. And if you want to see what's going on here, we can just click on that and we'll see the progress and see how much of our contacts actually uploaded. And if any aired out, it looks like it's all done. So we'll just navigate back to our list and we can see here everything imported cleanly.

 

Importing List and Assigning Campaign

Guys. So in this video we are going to walk through importing and updating our current members list and starting our campaign. So for anyone that's been using Go high level, we've run the fast Cash play Reactivation, accountability. This is all going to be super familiar. It's the same exact process, so don't fret, just new campaign, that's all. So first off, we're going to look at, okay, we have 30 records in here that are current members with this tag. So we know potentially, Hey, I've definitely gotten new current members or new members since the time that these records were created. Right? Let me go and update that or import anyone else that might be missing. Okay, so we see 30 here.

We're going to import our file, grab our contact list, check that everything looks good, let it know that we don't want any of these empty unmatched columns. And we're going to see this choice here. Add new and update existing contact records. So anyone that's in here that doesn't have a current member tag, that is a current member is just going to be updated with that tag. And anyone that is not already in our go high level contact list will be imported with that tag. So it is a double purpose or dual purpose and we just want to make sure that when we're going through, we're staying on top of tags to make sure that we keep our go high level as clean and organized as possible. So we can see here 20 new contacts were created and 30 of them were updated. So that means there are 20 new records and 30 got the current members tag added to them.

So once we're done with that, we're going to go find our current members again. Now we see all 50. Great. We're going to select all records, go to add to campaign workflow and we will can set to start of the scheduled time. So if we're working on this on a Friday or Saturday and we know that we want it to go out on a Sunday at 9:00 AM let's say 9:15 AM great action start campaign and we'll choose our 28 day spring shred and add to campaign workflow. Too easy. We've done it a couple of times already. The process is exactly the same and that's it.

 

How to Set Up the Referral Funnel

All right, and now we are going to go over the referral funnel. So the first thing that we need to do is we need to set the referral funnel up so that we can go ahead and start using it. So the viewer inside of Go high level, which we're going to want to do is log in and scroll down to where it says funnels. So we'll go ahead and click on Funnels and then you should see a couple of different funnels inside of here. You might not have all of these, this is one of my test accounts, but you should see one that says Referral Funnel Example. So let's go ahead and click into the referral funnel example and it should bring up a page that looks like this. So the very first thing that we're going to want to do is set this up to be usable.

So you'll want to go into settings here. So go into settings and then go ahead into domains and find the domain that is linked to your Go high level account. If you do not have a domain hooked to your Go high level account, we will put a link below that will show you the go high level setup process and how to get this domain in there. So you'll need to take a quick detour and make sure that you have a domain inside of your go high level. Once you have that domain, you can go ahead and select the domain and go ahead and hit save. And that will save and link this domain to your funnel. So after that, it will take you back to this page. And what you'll want to do is what we call cleaning the pathways, which is just making these URLs a little bit cleaner so we can hit this little cog right here, hit this little cog.

And then on setup path, we'll want to delete everything outside of the forward slash and then we'll want to just make this something simple. I like start, or you can do start now. It all just depends. So we'll do start, go ahead and update that. And then we need to go down to this little cog here and we need to update it here as well. So you'll see I copy and pasted it so that it is the same path in both locations. It might add some numbers to the end. That's fine. The only thing that matters is when you launch it here, you want to make sure that it is a clean URL up here. It'll say Forward slash start. So that looks good. And then we'll just want to migrate down to the thank you page and do the same exact thing. So once we are in the thank you page, you can see we can come down here, we can delete out all this stuff here, and we can just say forward slash thank dash U and we can copy that. One thing to note is that you cannot have duplicate paths. So if you have another funnel that is thank dash U, you will have to think of something different. You can do testimonial dash page or something to that nature. But the only thing that matters is that it's not duplicated. If it's duplicated, it will add the numbers on this menu, URL, and you don't want that. So we can do something like testimonials,

And this is just because we're dumping them on a testimonial page. So we'll do that and we'll hit update and we'll see if it saves properly. Now. So if you see those numbers, just know that's probably what it is, is you're using a duplicate page. So that might be another duplicate page of mine, but there's a couple different options. You can make this ending whatever you want, if you want to put your gym name, different things like that, but you just want to make sure that you update it in both spots again. So you can see I would come down here, update it here as well. And then you should be good. You can launch it. It still has the numbers, but it's fine in there. You see it loads exactly like that. So once you have cleaned both pathways, you should be good to move on to the next step. Now we're going to go ahead and start actually setting up this funnel.

 

Editing your Referral Funnel

All right, and now we're going to go over kind of the general overview of editing this referral funnel. So the first step is just a simple opt-in page. So we'll go ahead and click this edit button underneath our funnel step and we'll go to edit funnel page. So from here you'll kind of be able to read through and look at this funnel page. If you need to change any of the wording, you'll be able to click on it directly and change any of the wording for any of this stuff, but we typically don't recommend that. So here is what you will want to focus on. As soon as you open up your page, you'll want to click on the form. So you'll want to click on this form here, scroll down to the bottom right, and you will want to make sure you have your referral form selected.

So you should see a referral form that was also imported into your go high levels. So you'll just want to make sure that is the form that is selected. And then the redirect action is go-to next step. Those are the things that you will want to make sure on this page, you'll want to read through all of this. If you are giving any sort of free item away meal plans, anything like that on this nutrition consultation, you can go ahead and update that text here or you can just delete this out. But this is one area that will need to be updated right here. So once again, you can just click on it, backspace, and you can type anything that you need.

So that is one area that you will need to update. Then you will come down here. We have included some testimonials inside of here for you. However, if you would like to remove these and put your own, all you would need to do is click on the image and then scroll down on this left-hand side, and you'll see an image option where it has images. You will click the little square here, and then you will click upload file, and then you will find your file inside of here. So once you find that file inside of here, you will upload it. It will come in like these testimonials here, and you'll just click on the testimonial. You should be able to just double click on the testimonial and it will upload that testimonial. So I'm not going to upload any of these because there's already a set in there, but you'll want to go through and kind of do that for all of these and change them to fit your facility.

After that, you should be able to scroll all the way down to the bottom, and there is an insert logo area. So you will do the same exact thing. You will click on the insert logo, click on the images tab here, and then you can upload any sort of logo. We'll use this as an example. So if we click that, you'll see it will upload the logo inside of there. After you've uploaded a logo, you will want to update this little text down here where it says gym name. You'll just want to make sure that you put your gym name there. So once again, you can just highlight it and you can just write your gym name. After

That, we would be done with the opt-in page, so you can hit save. And then I always like to save it and preview it. One thing I would also do is make sure you go into the mobile view. Make sure you check everything out, make sure it looks good, make sure it looks clean. Most people use this on their phone, so I always like to make sure I'm optimizing for the mobile view. And then once it's good, you can hit save and we can go back and we will look at the thank you page. So there is no action on the thank you page. We are not having them book a call right afterwards. Since this is referrals, what we are going to do on the thank you page is actually just dump them on a wall of testimonials. We have this built out for you right now.

However, you might want to go in here. If you have a ton of really good testimonials, you might want to update your own, but you'll see this is just a wall, so it's a very simple page. It just says, thank you for claiming your offer. One of our coaches will be in touch within 24 hours to schedule your appointment, real people, real results. And then it's just got a ton of testimonials. So if you want to go in here and edit your testimonials, you can. So once again, all you have to do is click on it, scroll down on the left hand side, click this image button, and you'll be able to upload any images you see fit. Once you are done with that, you can go ahead and click save up here and your funnels should be ready to go. And now we can move on to an overview of what the pipelines will look like.

Lead Nurture for Referrals

All right, and now we are going to go over the referral funnel. So the first thing that we need to do is we need to set the referral funnel up so that we can go ahead and start using it. So the viewer inside of Go high level, which we're going to want to do is log in and scroll down to where it says funnels. So we'll go ahead and click on Funnels and then you should see a couple of different funnels inside of here. You might not have all of these, this is one of my test accounts, but you should see one that says Referral Funnel Example. So let's go ahead and click into the referral funnel example and it should bring up a page that looks like this. So the very first thing that we're going to want to do is set this up to be usable.

So you'll want to go into settings here. So go into settings and then go ahead into domains and find the domain that is linked to your Go high level account. If you do not have a domain hooked to your Go high level account, we will put a link below that will show you the go high level setup process and how to get this domain in there. So you'll need to take a quick detour and make sure that you have a domain inside of your go high level. Once you have that domain, you can go ahead and select the domain and go ahead and hit save. And that will save and link this domain to your funnel. So after that, it will take you back to this page. And what you'll want to do is what we call cleaning the pathways, which is just making these URLs a little bit cleaner so we can hit this little cog right here, hit this little cog.

And then on setup path, we'll want to delete everything outside of the forward slash and then we'll want to just make this something simple. I like start, or you can do start now. It all just depends. So we'll do start, go ahead and update that. And then we need to go down to this little cog here and we need to update it here as well. So you'll see I copy and pasted it so that it is the same path in both locations. It might add some numbers to the end. That's fine. The only thing that matters is when you launch it here, you want to make sure that it is a clean URL up here. It'll say Forward slash start. So that looks good. And then we'll just want to migrate down to the thank you page and do the same exact thing. So once we are in the thank you page, you can see we can come down here, we can delete out all this stuff here, and we can just say forward slash thank dash U and we can copy that. One thing to note is that you cannot have duplicate paths. So if you have another funnel that is thank dash U, you will have to think of something different. You can do testimonial dash page or something to that nature. But the only thing that matters is that it's not duplicated. If it's duplicated, it will add the numbers on this menu, URL, and you don't want that. So we can do something like testimonials,

And this is just because we're dumping them on a testimonial page. So we'll do that and we'll hit update and we'll see if it saves properly. Now. So if you see those numbers, just know that's probably what it is, is you're using a duplicate page. So that might be another duplicate page of mine, but there's a couple different options. You can make this ending whatever you want, if you want to put your gym name, different things like that, but you just want to make sure that you update it in both spots again. So you can see I would come down here, update it here as well. And then you should be good. You can launch it. It still has the numbers, but it's fine in there. You see it loads exactly like that. So once you have cleaned both pathways, you should be good to move on to the next step. Now we're going to go ahead and start actually setting up this funnel.

 

Pipeline Overview / Testing the System

All right, so now we can go ahead and do a general overview of our pipeline. So let's go to the top left and go to opportunities and then we will want to drop down and make sure we are in the 28 day spring shred. So the first thing we are going to want to do is test out all of our triggers. So we want to make sure that our scheduling and our new leads that our referrals are coming through. So the first thing that we are actually going to want to do is go ahead and grab our scheduling link. So we can go into settings down here and we can go into calendars and go to our nutrition orientation and go ahead and launch that. So the email sequence that will be sent out for the 28 day shred will have this URL inside of it, URL that you set up for your nutrition orientation. So we'll be able to grab there, grab an appointment, and just test this to make sure everything works. So we'll do test tester, do test, make tester phone number. We have to make unique from all of my other tests.

And then it will do testing shred. Cool, we'll say NA side of here. And then we will go ahead and schedule this appointment. So once we go through and schedule this appointment, it'll say the meeting has been scheduled, we can go back to our opportunities tab and we will see that it has been put into our scheduling pipeline, which is cool. So the next thing that we're going to want to do is actually click into this contact and it will show us everything that we need from this contact. So once you click in, you'll be able to send SMSs or emails. You'll be able to see your entire email history as well as one thing I like to kind of check is I like to scroll down on this left-hand side and click this active workflows campaign. So it looks like they have been put into the scheduler confirmation message sequence.

So that is active. It hasn't sent out yet because this is on a five minute delay, but it does look like that message was sent, which is good. One thing to check is make sure d and d is actually not on. If it is for whatever reason, you will want to make sure d and d will opt them out of any marketing campaign stuff. So if for whatever reason that is on a contact, you'll want to make sure that is off unless they are in the disqualified column. But we'll go over that a little bit later. So that looks good. So this updated, we know that the automated campaign sequence is firing, so all you'd want to do from there is kind of pick up the contact and drag it as you move them down the pipeline. So if they're a no-show, you could drag them to no-show.

If they cancel, if they become a challenger, but they do not buy supplements, you can put them in here. If they're a challenger with supplements, you can put them in here, so on and so forth. So this will be anybody who responds to your automated email sequence that you put them in. Now the next thing we are going to want to test is the funnel to make sure that lead the referral funnel works. So we're going to go into funnels and click referral funnel. And now we can go ahead and launch this and send a test through. We'll see.

We'll go ahead and send this through. So we'll go ahead and say I am ready. It should drop you at a testimonial wall. So here you go. It's just a wall of different testimonials we talked about before and now we'll be able to go back to our opportunities and you will see that Jake Tester testing funnels account here. It also is tagged referral and did tell us that it came in off the referral form. This one told us it came in off the nutrition orientation. So let's go ahead and click in here. DD did not activate, which is good. So everything looks good there. And then I would just click into this active campaign. Be careful. Sometimes it's closed like this, so it might look like it's not in an active campaign. So you might think something's wrong. Just make sure you click it open opt-in notification looks good. So all of our triggers fired correctly. So from there you can message this client and then eventually get them scheduled or move them down the line as you see fit.

The only other thing that I would like to touch on is that if for whatever reason you move anyone to the disqualified section, when you move them to disqualified, it will automatically enable that D and D. So just be careful whenever you do that. Make sure you actually want them to have this DD on. So you can see it enabled the DD. This means that even if you put them in automated texting sequences, the texting sequences will not go out. So only DQ people that you are 100% sure you do not want as part of your community will never be someone who comes to your facility. Those are the only people that you should be queuing. That way it cleans your list. Don't delete them off afterwards either. You want to make sure they stay in their list because it will make your list clean. But other than that, that is an overview of how to operate this pipeline, how things will be put into the pipeline and where you should move them. Alright, I hope this helped.

 

How to Message List / Active Challengers / Manually Booking Clients

In this video, we're going to cover how to message specific groups within our contact list and manually booking our clients. It's always going to be more effective to manually book than it is to send a scheduler link and rely on that individual to follow through, right? So Andrew Test here is in our spring showed workflow. Great. Awesome. We get a confirmation that he wants to schedule with us instead of waiting for him to get that schedule link. What we'll do is we will communicate a time here, and then we'll go down to the bottom right here. We'll see book appointment, and we'll wait for this to populate. And we're going to be working out of our sales calendars and it's going to be our nutrition orientation calendar. And we'll just identify our time, our time and date, book that appointment. All right, appointment booked. Now what we can do is we can go over to our opportunities and we'll see Andrew test has shown up here.

So next step we meet with Andrew. Awesome. Things go great. He's going to buy in. We're in the challenge. He's going to get some subs. Awesome. Once we maneuver him here, we're just going to want to make sure that we drop in that challenger tag so he can be part of the group here. And now we want to talk about how we're going to message and fulfill on our challenge and communicate with our challenges here. So what we'll do is we'll navigate to the contacts and we're just going to search for that challenger tag. And everybody that is tagged with this particular tag will populate here. And we're just going to select everybody and send them either an SMS text, like, Hey, awesome first week, great job. Or we'll send an email. And that's pretty much going to be the flow of things. If we want to message current members that don't have that challenger tag, all we need to do is type in current. We'll go and kind of find down this filter here. We'll say that the tag is current members, and then we'll add another, it's going to say is not a challenger. And we'll see all our current members that are not currently in the challenge. I.

 

Full Release Call Recording

What's up everybody? Michael Ferrera. Dude, you're in a different room every day.

I'm finally settled in. Where are you

In the basement or the attic now? Where are you?

Yeah, so they were doing a construction in my basement, so we just laid a new floor down here, so now it just echoes, but yeah, this is going to be basically my whole new office.

Let's go. Is it the basement or attic? Which one is it?

This is the basement. We're just finished.

Okay. Alright, sweet.

I'm never in the attic.

I don't know, dude. It just has attic feels. I'm not going to lie. I don't know if it's the angle of the camera and how dark it is. I don't know.

I mean, literally we just laid the floor, half the sheet rocks done, so we're doing some construction.

Sounds like my life right now. I just got a picture of plywood going over my living room floor right now in the other house, so frigging nuts. The joys of mold, finding mold in a house you just bought.

Yeah,

It's great times. How's everybody doing today? Everybody doing well? Everybody having a good week changing some lives. I like it. That's what it's all about. We'll get started hearing about three to four minutes. We'll let everybody hop on. Ooh, Keith Kern is in the house. Dude, I love your tiktoks, by the way.

Thank you.

They're amazing. I love how you incorporate your daughter in them too. Oh yeah. She might be more famous than you. Oh,

She's way more famous.

I like your tiktoks too, and your daughter's definitely more famous than

You. Oh

Yeah. Yeah, I know. That's the problem. Anytime I do something by myself, it's like, cool. Where's Lucy?

It's like you do one and it's like a hundred views or a thousand views and then one with your daughter where you're doing a voiceover or something. It's like a hundred thousand views. Yeah,

I know.

Perfect example of the market always decides who's a winner and who's not.

Kids always win. What can you say? Kids always win.

Yes, they do. Hard to hate on a kid. Keith, have you run into this? I have found that TikTok originally, it's kind of slowed down a little bit, but TikTok, it's way more hateful app than Facebook or Instagram.

I think it might have to do with maybe because of your original content. I found the exact opposite from the beginning.

That's cool

When I put it out there, but this was a year and a half ago when I started it, when it was a little more wild west on there and less suppressed, but I had so much love on TikTok from the beginning. It was 

Black Friday- Black Card Overview

All right guys, let's jump in. Welcome to our Black Friday internal play. This is a super simple but extremely effective way to get new members in the door over the next couple months. And also get some cash in your pocket on Black Friday itself. This is the Black Friday Black Card play. All right, so this is your overview video. Want to make sure that you're super clear on exactly what this is, what is the offer, how does it work, how much work goes into this. And then the tactical videos come up next. So after you get a feel for what this all is, then you can jump into the tactical videos and start executing. Alright, so number one thing about this is it's been proven year over year over year as super effective. So I went back from Alex's post five years ago, and you can see just the volume of purchases on this offer.
So he's saying, Hey, how many referral cards did you guys sell? And you can see you got 38 here, 56 here, a hundred twenty five, a hundred thirty eight cards sold. And then in addition, some of these guys opted to also offer the pif, and you've got 5,000 in their pocket, 3000 in their pocket. So this is a twofold offer. So number one is going to be a gift card play where your current clients can buy a gift card and then they can give that out to friends and family that gets people in the door. And then the second side of it is a PIF offer, super scarce that a handful of your members can purchase that day only and that gets your cash in your pocket. All right, why Black Friday? This is really important. If you're not offering some kind of offer on Black Friday, you're really missing out because one in three adults plan on spending money on Black Friday anyway.
So it's a super simple ask to just put something out there because people will spend money. So here's how the Black Friday deal works. On Black Friday, only your members can get a $100 gift card and they only have to spend $10 to get it. So for one day, only 10 bucks equals a hundred dollars. Alright? And leading up to it, you do all kind of funny and different kinds of thing to get people's attention and do the hype, but it's really just, it's a one day offer. So on that one day, we're going to limit five per person. If you have a larger member base, you can either kind of stick with this or maybe bring it down to three. It's up to you. But the structure of this is really just one week of hype and funny posts, and then just one day on Black Friday of sales itself.
Now, in addition to selling the black card, alright, they buy it for $10, it's worth 100 when they give it to their family or friends to come into the gym and spend it on a front end program, a challenge or a membership, that's the gift card. In addition to that, what we're going to do is on Black Friday, anything that goes out, emails, texts, announcements, whatever it is, we're going to include a PS for one, pif offer one offer, and there'll be say, six or eight, maybe five spots. All right? So six or less here, but depending on the size of your gym, you got to make that call. But it's got to be extreme scarcity. What I want to do is recommend that your PIF offer is worth at least $2,000. And what it is, is them prepaying for 12 months of service. So again, there's two parts to the offer.
Part number one, gift cards that are worth $100, that only cost 10 to purchase, and there's a limit of five. So I can buy it for my mom, my cousin, my best friend, and I can get these and we can give them and put them in their hands so they can come into the gym, join me, and I can give the gift of transformation to those that I love. It makes me look amazing because it's worth a hundred dollars. It's a real card that you can hold, and I only spent 10 bucks on it. The other thing is, as a client, I see that I can prepay for 12 months of service. You can choose the level and I get a discount. Don't discount it too months. Something like 20% is fine. So if you have a $49 a week program, and it generally costs $2,500 for that, you could offer six spots only at 1997, just under 2000, okay?
And that'll get you some cash in your pocket. So those are the two offers that we recommend in this play. Why do we do this is a simple, easy play. We get referrals, which are the best customers, easiest to sell through the card, and then we get a cash injection on Black Friday itself. So we can take that and roll it into ad spend and crush the new year. So just to recap how it works, your clients buy a $100 gift card for a friend or a family member. This is good towards any front end program and expires 1 31. Okay? So here's some quick math. Let's say you sell 40 cards at $10 each. That's $400, not much, but at least it's self liquidating on the cards itself. Of the 40 cards, 60% of individuals redeem the card. They come in for a consultation to listen to the options so that they can of course apply their a hundred dollars discount.
Let's say we close 70% because they're referrals of your friends and family. So that should be a no-brainer up sale on your 24 consults. That means you get 17 new clients over the next, let's say 30 to 60 days from this play, and the 17 new clients got a hundred dollars off. So instead of charging 5 99 for your challenge, let's say you charge 4 99, it brings you to $8,000 from those individuals. What's great is it costs you nothing to acquire them, which is massive, right? Because usually acquiring 17 new clients would be three $4,000 right? Now, in addition to this, let's say we offered that PIF option at about 2000 bucks and six of your clients take the PIF option in addition to buying some cards. So that's 11 grand there. Alright? So this is how we can easily make an additional $20,000 on this one week of work and really a single day of offering the black card and PIF option.
Alright, recap the week before Thanksgiving. You want to tease that you'll have an insane deal also that their friends and family will love it. So they know, oh, there's something coming from my friends and family. So the way it works is the week leading up to Black Friday, you're really just going to show all ridiculous ways that they could spend 10 bucks. There's a screaming goat and a house shaped tissue box and a grill scrubber. These were just ideas. And once you get into the tactical videos, you guys can kind of run with it. But the more that you get silly and funny with what you could spend $10 on it really that contrast of how ridiculous this is versus what you can actually get for the black card.
It's a good sales T leading up to it. And then on the deal itself, you're going to give the gift of health and transformation to their friends and family. So you're going to give an actual black card. This is a really simple version printed within the gym, but what we did is we actually went and built Canva templates for you. You can actually build out really sharp ones, but the concept is this, right? It's for new members, only one per person, and it must be applied to a Challenger membership. Okay? So one key detail, what you want to do is you want to hand write the expiration date on the back of the card. So the one that I just showed you doesn't have that, but people keep things with handwriting on them. So that actually matters. Make sure you go ahead and do that.
Again, going into the tactical stuff in the other videos for all the details, I just wanted to make sure I put that in your head on one little detail to make sure this works. Next steps, just go through the trainings, use the resources as inspiration and edit to your liking. What's really cool is in this play, we've actually gone ahead and built a Canva template for you. So you can use the Canva template to design and order your own gift cards. So this one here is something that you can just edit. You can change the colors, do whatever you want. We've even had people in the past make one that looks like a American Express black card and fake credit card numbers and then their gym name on it so you can get fun with it. We gave you some resources to be inspired by and use so you can move a little faster. Alright, cool. So next steps is just go hard for one week. Obviously in the week before Thanksgiving, what you do want to do is you want to dive into the trainings immediately. Know exactly what do I do, what are the resources,
Grab the different kind of done for you stuff and edit it to your liking. That way you're kind of prepared and you're not rushing. And then if you do want to order up actual cards, do that immediately because they may take a week or two weeks to come in, and so you don't want to be scrambling at the last minute. So watch all of the videos, write down your game plan, get the resources, edit to your liking, order the cards, and that way you can just execute quick and crush it. All right? Talk to your coach for any kind of specific questions on the play. Go crush you guys. I.

Hype Week

What's going on guys? In this video, what we're going to do is we're going to tackle the black card play, alright? This is specifically going to tackle Hype Week, which is the week leading up to Black Friday, on how you can get your community involved to get excited about buying this $100 gift card on Black Friday. Alright, so here is the deal. People like to be entertained more than they like to be educated. So when you're doing this, when you're going through this, you want this to be very fun, very lighthearted, very easy to watch. You want it to be entertaining, don't stress too much about the overall presentation. You want it to be fun. And in doing that, you capture attention, you get everybody excited about it, they like to watch your things, and then they all get driven to buying the gift cards on Black Friday.

You do not want to sit down and beat them over the head with, Hey, you need to buy our thing on Black Friday, over and over and over again all week long. You want this to be very fun. Get your coaches involved and follow these steps. So here's the whole goal. You want to find a ridiculous thing that's worth around $10. So you want to find something, go to Amazon, go to a website and find the most ridiculous out there thing worth $10. For example, socks that look like dog Feet. And the whole promo here is that all week leading up to Black Friday, you're using social media content, Facebook Lives, Instagram, video posts, and you're getting your team involved interacting with these crazy, ridiculous items. Alright? So you can have your coach put on these socks and you can start the video with attention on these socks.

Obviously people are going to stop and they're going to watch that because of how ridiculous it is. And the whole message here is, hey, you can buy these socks worth $10, or you can come in Black Friday and you could buy a $100 gift card for $10, right? You can give that to your friend and family and they can come in and transform their life. So there's very clear value discrepancy between these socks that you're probably going to end up throwing away and ever wearing again and get a laugh about it out about it. Or you could put $10 toward being a better you transforming your life, losing those 20, 30, 40 pounds that you've struggled with your whole life, getting more confident, getting that raise, being happier, healthier, living longer, very clearly. If both are worth $10, which one would you rather do? So that's the whole point is you want to have fun with this.

Alright, so here's what we need you guys to do. First, you need to go to Amazon or go to a website and find the most ridiculous eight items worth $10 that you can possibly find, alright? And you want to get your team involved, alright? So if you have a couple coaches, I would recommend giving them a few saying, Hey, here's 20 bucks. Go find two items that you can use for the week leading up to Black Friday. Now, pro tip here is you want to use something that you can actually interact with, alright? Whether it's socks, let me show you some examples. So if you pull off Amazon here,

And if I put in $10 funny gifts, you're going to get a crazy amount of things. So here's the socks. You have all these different items so you can find something for example here, so slingshot, slingshot, rubber chicken, alright, these would be really easy. You need to think if I'm on a Facebook Live and I'm a coach, what would I do in the first three seconds of the video to capture attention? So you these, you can be in the gym, you could take the chicken slingshot and you could just whip it across the gym or something like that, right? That's going to capture attention. People are going to stop scrolling and watch that and then they'll catch your message of like, oh, they're having a 90% off Black Friday special that I could buy a hundred dollars gift card for $10. That's the whole point. So you want to go ahead and go online and find the most ridiculous items you can get your coaches involved.

Now, next, leading up to Black Friday, you want to follow the posting schedule, preferably Monday, Tuesday, Wednesday, Thursday. You want to be posting on social media once or twice a day. So you want them to all be video posts, Facebook lives work really well, you can use Instagram. If you're not that great live and you want to prerecord it, totally fine, but definitely recommend doing videos and using those items. That's the whole point. So I'd recommend on Monday, so Monday before Black Friday, morning and afternoon, do a post. So do a post each, and you want to do it as the gym owner. So you want to lead by example and then am pm on Tuesday. You want your coaches to get involved and start doing it. Wednesday, same thing a morning and an evening post Thursday, you could do a Thursday morning and you could have it themed.

Do something like a Turkey or cranberry sauce or something. Thanksgiving themed. And then Friday. So this is important Friday you want to use actual money. Alright? So you want to do the Facebook Live. Again, at this point, your community should be very used to it. And then Friday morning when your sale is live and you could buy the gift cards, you hop on another Facebook Live one more time and instead of using a silly item, you use money. Okay? So you say, Hey, the Black Friday gift card is live for $10 for only the next couple hours, for only the next couple people that come in to buy the gift card. This $10 bill is worth a hundred dollars. So you can start out with actually waiving the cash during the video. And again, that'll capture attention. That works really well for Black Friday. And then number three, if you're not really sure, if you're not great on camera and you need a little bit more of a framework, there is a script that we've put together that is below this video and it looks like this. So you want to start out again

With an attention grabber. You want to start with focus on the ridiculous item, proverbially interacting with it in some crazy way. You want the headline of the post and the message to be is transforming your friends and family's bodies forever worth more than this item, than a chicken sl shop The body is it better be on Black Friday and Black Friday only from 5:00 AM to 12:00 PM or whatever your hours are. We're going to let you transform your friends and family for less than the price of this item. The offer. A hundred dollars gift cards for only $10 limit five per person. So you got to make sure that you have that limit in there or until we run out. So there's this scarcity and urgency behind it. And then call to action next steps. Just text us back that morning when the promotion goes live and lock in your 90%, a hundred log gift cards.

So that should be relatively the same text in every post and the message in every video, there's a loose outline that you guys can work or give to your coaches to make it that much easier to do those videos. Alright? So as long as you do that, find your items post twice a day leading up to Black Friday, capture attention. Remind them they get 90% off and it's worth way more to transform their friends and family's lives permanently than to buy this ridiculous, cheap item that you're going to end up throwing away. Alright? So if you do that and you do that well and you have fun with it, and you do that holding up to Black Friday, as soon as you release the offer on Black Friday, people should be flooding in to buy these gift cards.

 

SMS/Email Campaign

What's going on guys, in this video we're going to quickly walk through the SMS and the email sequences that you can use to drive traffic for this Black Friday internal play. Alright? Now before we do that, we're going to be using go high level to make the edits to the SMS and the email campaigns. Alright? So if you plan on using a different platform to send out these SMS messages and the emails, you can definitely navigate to below this video. There's going to be links to documents that have the full script for the SMS and the email. You can take that, that's going to be easier for you to copy and paste the scripting into a different platform if you plan on doing that, if you plan on using Go high level to send out the SMS and the emails, which is what I would recommend because it will make it much easier for you.

Just plug and play. Then follow these steps. So first what you need to do is open up your gym launch, go high level and then navigate to automations. Alright? There's going to be a folder called Gym Launch Internal Plays here. Now you might have a bunch of different workflows, alright? There might be a whole list of here with multiple pages. If you just hit the search bar and then type in internal plays, then that should pull up to the top and you should be able to easily find it. Alright? Once you do find it, click on it and there's going to be three workflows in here, two of which we're going to get to later in another video. The one I want you guys to focus on here is SMS email campaign. So we're going to open up that one. Alright, now there is no trigger.

Alright? Once you guys identify a list of contacts that you want to hit up for this play, then it's just going to be a matter of following the steps in the future training video in this portal for you to be able to pull those lists, whether it's Ingo High level already or from somewhere else. And then enroll all these contacts into this workflow. Now know that you can enroll ahead of time. It will not automatically start sending out texts and emails. We have a set event start time step in here. So nothing will happen until this event start time. So if you open it up, it is defaulted to be November 17th at 12 when the first email actually gets sent out. So that's one week before Black Friday for 2023. You guys can edit this if you'd like to. If you want to have that first teaser sent out earlier or later or change the time, by all means do that and then this workflow will start at that time.

Alright? The only thing it will do before that is it'll create an opportunity inside of the Black Friday pipeline under the enrollment stage. So you guys will see all the contacts that were enrolled into the sequence before the first teaser even gets sent out. So you can make any adjustments if you happen to make any mistakes. So go ahead and change the event start time if you'd like to, but we have it defaulted to the Friday before now we have a teaser email, so I'm not going to go through and read all of these. You definitely take the time to brand it as your own. Alright? These scripts, all of these texts and emails are tried and true that we've used for a long time and we've had a lot of gym owners have massive success with this play. So I would recommend keeping the framework relatively similar.

But if you want to change some of the style and tone and make sure that it's on brand with your gym, by all means do that. But just know it is tried and true. So email one gets sent out the Friday before. It's just a simple teaser that we're going to be unveiling something next week and to keep your eye out for it. The only thing to bring attention to here is that we have some custom values. So we have a signature at the bottom of each email that is pulling from custom values. So we have gym owner name and the gym name team. Alright? So if you know that there's a custom value already in there, this is something, this is a custom value that we use for quite a few workflows. Most of you should already have this filled out. If you're not sure, you can navigate to settings and go high level and go to custom values and see if gym owner name and gym name are in there and it's filled out.

And if it is, it'll pull it in here automatically so you don't have to worry about editing it. If you want to just change this code to your actual gym name and gym owner name, by all means just edit the text. Either way it'll work. And then a PS here just saying that it makes zero business sense and that it makes sense for everybody to take up the gym for all that we got. So that's the teaser that gets sent out on Friday and then it waits until Monday. So Monday at 10 30, the Monday before Black Friday. If again, if you want to edit this, if you want it to be Tuesday or a different time, by all means do that. You can change it here and then hit save action.

First SMS that gets sent out is letting 'em know that you're going to be sending a countdown of the insane Black Friday special. And also it has a PS prepaid discounts. Alright, so again, here's your multiple angles. You have the Black Friday gift card offer and then you can grab a little bit of cash with saying that we could do prepaid yearly discounts. Alright, so that's SMS one. SMS two, again reiterates the same thing gets sent out at the same time going through the details of the offer. The only thing here to bring attention to is that you're going to be driving traffic to the Facebook page. You're going to be doing some crazy videos for promo to get a lot of engagement and and you want to send any traffic to that Facebook page. Alright? So make sure you change this insert link to Facebook group to the page that you're going to be posting the videos just to drive some traffic there. Now for Monday, it'll wait until Wednesday at

  1. So you can see that there's a little variety of morning times. We have 10 30 and then 1115. So on Wednesday at 11 it'll get sent out. So text message two and email three will be sent out. Again, pretty similar, just reminding them they're 48 hours away from the biggest discount ever. And then an email, again reiterating what the offer is and letting 'em know all the details. Alright? So again, feel read through all of this and change it to make sure it's on brand for you. And again, if you're changing the gym owner name and the gym name, you can change that here.

Now Thursday, so this is going to be Thanksgiving Day. We want it to be a little bit later. We don't want to interrupt family and friends while they're actually having Thanksgiving dinner. So it's later seven 30, which usually seems to be late enough. Text three gets sent out letting 'em know that hey, they're 12 hours away. Alright, so this is the final reminder to look out for the text. And then 7:00 AM So this is going to be first thing, Friday morning early. We're going to send out a text. It's a little bit too early. I'm sorry to send out an email because it's a little bit too early to send out a text message at seven. So we go email first saying five hours left. Black Friday is live. So this is the call to action right here. So feel free to read through all of that.

And again, another reminder that there's the prepaid discount. So make sure that this is details of exactly what your offer is. Is it 12 months? Is it unlimited classes? And then change the price and the savings. Let's definitely adjust that. And then we have, so that's the email. It gets sent out at 7:00 AM and then at 9:00 AM So now it's a little bit later in the day. Now we can send out our text. So there are two different versions here because this is going to be the most important text get sent out. This is where you're going to be driving responses. So we have Text One Black Friday, 90% off months for friends and family are live right now go three hours or first 30 vouchers sold. So we have scarcity and urgency in here, plus yearly discounts per members to drive some cash. So that's text one.

Text two is Hi of Merry Early Christmas shopping. Get $100 gifts for friends and family for only $10. Emojis. Contact first name, best stocking, suffer in existence. Give the gift of sexy. So you guys make adjustments here. If you're going to make any edits, I would recommend spending the most time here. Make sure this is exactly what you want. And then choosing this one or this one. Alright, and that is that. So I would just go through and edit all of these, make sure all the details are correct and that the timing, that is exactly what you want. And then you don't have to publish this yet or actually launch anything. Future videos will show step-by-step of how you're going to enroll the contacts and what does the pipeline and all the other workflows do. So you could say organized, going through actually working these contacts.