CoachBot Video Transcripts- 24
Steps to LAUNCH
What's going on guys? In this video we're going to go through specific steps on how to actually launch this play. Alright? So this is a video that you're going to want to pause and actually do the things that I'm doing so you don't miss any steps. And at the end of this video, when you're fully done with it, you should be live, ready to go and you won't have to touch it again until the play runs through. Alright? So step one is you just want to do a little quality assurance here to make sure that you edited everything that you need to. Okay? So first and foremost, the SMS email campaign. You want to make sure that you go through that. So again, you go to automations here and then you want to search the gym, launch internal plays, alright? SMS email campaign. Again, you want to make sure that you first of all select the event, start time where that first teaser gets sent out, and then go through all of these times and all of these text messages and make sure that this is the cadence that you want the texts and emails to be sent out.
And that inside the texts and emails you include exactly what you want to say. Alright? It's on brand, there's no typos and everything's good there. Once that's ready to go, you can go ahead and switch this over from draft to publish and hit save. Nothing's going to happen yet until we enroll some contacts into this workflow, but we can turn this on if it's edited. Alright, step two is you want to go through this and you want to turn this on. Easy way to do it is hit these little three dots over here and publish workflow, confirm. And then you're going to see this has been now published. And then this last one is going to be three total workflows here. Three dots publish, confirm. Alright, so what this does is this moves the opportunity inside of the pipeline from replied to archived and it removes them from the campaign.
If somebody replies stop or no, any kind of negative intent at all, go high level will recognize that and stop sending them texts so you don't have to worry about pulling them from the campaign. And then this one is just an easy way for you guys to catch the hot leads as soon as somebody does reply. If it's not negative intent, they'll be placed in a replies stage and you'll be able to follow up with those leads to make it a little bit clearer. If you go into opportunities here and you go to black card play, these are just the simple steps, the simple stages that they go through. As soon as we enroll all of your members into this workflow, they're all going to pile here. Anybody that replies with positive intent or even just replies in general, is going to be placed in here so you'll know to follow up with them and then purchased, you'll be able to move the opportunity from replies to purchase once they actually complete the transaction.
And then archived will be for everybody else. All right? Just for you to have an easy way to stay organized. Alright, so now that these automations are all set up, then it's going to be a matter of you finding a CSV file that has all of your members in it. Alright, so all of these three are published. Now you want to go and you want to use your CR M or whatever system you have. If you want to use go high level, do that and pull a list of all the members' contact information that you want to enroll in this sequence. Alright? Really, really simple. All you need to do is use first name, last name, phone number, and email. Those are the four pieces of data that you want to capture for all of your members. And then simply save this as a CSV file specifically.
Alright? So title it whatever you want. So we'll do test data import and then file format here. You want to make sure that it is CSV. Alright, save that to where you're going to find it. So I'm going to do it on my desktop, boom, it's going to be saved. And then I will show you guys how to import. Alright? So remember, as long as this SMS email campaign has the event start time, a specific date in the future that you want this play to go active, you can enroll your contacts now if it's a week or two or three in advance and nothing will happen, their opportunities will be created in the pipeline, but then they will never get that first email until this event start time. Alright? So no worries there. You can do the work and get everything set and then forget it until it actually runs.
So now once you have your CSV file, all you need to do is go into contacts here and then there's going to be a little up arrow here that this is going to be an import contacts button. Alright? You can hit that and then you can either search for your file or you can drag it. I have it on my desktop here, so I'm going to drag it over and place it in here. You're going to see the file there. Hit next. And then this is going to be a matter of mapping the data together just to tell go high level what is what, right? So we have the column header from the file first name. This is the actual data that was included. So if you have Sally Johnson, it's going to say Sally here, and then it's going to say Johnson here. Okay?
Contact field. So this is go high level saying what are these things? So you just want to match first name to first name. It usually does a pretty good job recognizing it automatically, but you just want to double check that this is the first name, this is the last name, this is the phone number, and this is the email. Once that's all set and you're good to go there, you can hit next import name. So I would import this something like black card Play 2023, whatever will make sense to you. So if you need to go back and look at that list again, you can do that. Alright, next you have advanced. So I would recommend finding existing contacts based on primary email and then add a second preference. That is phone number. Alright? So what that's going to do is if these people already, if these contacts are already in your go high level database, it's going to look for matching emails and update that contact or look for matching phone numbers and update that contact.
Alright? If you don't do this step, then it might create duplicates and that'll just cause confusion down the road. And then lastly, if you want to throw in a tag, by all means do that. If you want to do black card 2023 and tag them all, or if it's an updated member list, maybe you might want to do member like November, 2023 just so you can tag all these contacts as members, you don't have to. And then this is the most important part, this is add new contacts to workflow. So everybody that's included in this upload is going to be enrolled in a certain campaign. You want that on. And then you want to pick the campaign that is the black card play SMS email campaign. That's going to be the most important one for you. Now once that's all set, we're going to go ahead and hit submit. And then depending on how big your member list is, it might take a couple minutes, it might be immediate. Either way, you can click here and you can see the progress. And usually it's pretty immediate. The status is already complete here. So now I'll show you what this looks like so that you can just QA anything that might have gone wrong or just make sure have a peace of mind that everything's set up properly. If you go into automations here,
Then you should be able to see the members sitting in here. So you can see here, total enrolled, we have one active enrolled, we have one, right? So however large your list was, you should see all the contacts sitting inside of this campaign because that's where we just put them. And then if you open it up, you should see that they are all sitting right here.
So you can see right here that if you click the amount of members that you had on that list, we'll have the number here. Alright? You can hit this little person icon here with the number and open it up and you can see the list of contacts here. So this is the one that I imported is waiting to go live. Alright, you have the event start time, that was the November 17th, and then you have this wait step that is going to wait for that event time to start. Alright? So they're going to sit here until that time and then boom, email one teaser will be sent out and then they'll be on the cadence of the wait steps for that week following up to Black Friday. Alright, so this, as long as that is there, everything was correct and they're not getting any texts and emails, they're going to sit there until that event start time.
Alright? Now, after you do that import, you can also double check opportunities here. And you can see enrolled in workflow. All of your members, even though nothing has been sent out yet, will be here as opportunities. So you have a long list of cards that are going to be stacked right here. And then again, as soon as they reply, whether it's at any point in the sequence from the teaser until Black Friday, they're going to be automatically moved over to this reply section so you'll know those are your hottest leads, those are your most engaged members, and those are the ones that if you don't hear from on Black Friday, you want to do a manual reach out and you want to ask them like, Hey, I didn't hear from you yet. Gift cards are almost gone. How many do you want? Just really press them because they responded sometime in the last week. And then again, if they have any negative intent, you're not going to see them on this list. They're going to move right over to archived.
And then we have this purchased that on Black Friday, as you are transacting and you're charging cards of the members for those gift cards, you can just stay organized and you can manually move that member over to purchase once that transaction's complete and everything's taken care of. Alright? And then this is going to be your follow-up list to hit up on. Come January. You're going to make sure that all these members gave out the gift cards and that those referrals were all followed up with in January. Alright, so that pretty much concludes the go high level builds and how to actually launch everything. Once you follow all these steps, you're good to go. You don't need to do anything else until you actually have to start posting the videos on social media and get that engagement and get that energy going. Get everybody looking forward to Black Friday, and then going through the sales, getting those front end cash for the PIF options on Black Friday. And then collect those gift cards so you can stockpile all those leads come January.
Black Friday Tracker
Hey, what's up guys? Just want to go over quick, really quickly over the Black Friday sales tracker. Now this tracker's pretty awesome because it's going to give you access, being able to chart and track everything that you're doing with this Black Friday play. Now this thing works whether you're going digital or whether you're not going digital. This is an awesome tracker to be able to use. Now there are a couple things to go over on this first sheet and then we'll go over the paid in full sheet as well. On this first sheet, this is going to be for your gift cards, so it's going to track the total number of members who buy. You don't have to do anything because all of these spots that are up here, they're all automatically populated. So they have total normal members. You have total number of cards sold, total cash collected, and then the total number of referrals.
Now as we're going over here, you want to go ahead and make sure that you put in your payment date. So the payment date is whatever day, obviously that're selling. So this would be the day after. So this would be however you have a listed, you could do two year and two dates. So 11, 27, 20. Alright, the next part, member name. So we want to put in Alex Mo as a member. Alright, the next thing is that Alex bought 20 cards, and then that means that you collected $200. Now if you look as we're continuing to go, it actually will take it and then it's going to populate those things as we're going. Now, as we're looking at this, what we want to do is that as we're getting this referral, is that we just want to make sure that we have the referral, their email and their name that goes there because we want to know who are we contacting in regards to doing this, or who are we contacting in regards to the card.
This will give us the ability to go in and to pull that information directly from them. And so it makes it super simple for you guys to prove forward with that. The next slide on the paid in full calculator. Now this paid in full calculator works pretty simple because it goes along the same lines of everything else, is that it's going to, again, you have the total number here of sales, which is just the total number of members we bought. You've got the total value and then you've got the total cash that was collected. Now, total value is over the course of the total value of cash that's collected for all monies that you intend on collecting now and in the future. Now, I'll get to that future part in a second. The next part is, is that you've got total cash. The total cash is what's collected on the day of the sale.
Alright, so then I hope that makes sense. So first thing over here is that you would go to the date, the member's name, then the total payment. So let's say that the total payment was $2,000. Just for simple math. The cash collected today was 1500, which means they paid you 1500 today. And then the next payment, which the next payment has to be within 30 days, it's $500. Alright? And then that gives you those things. So then that lets you know that you collected that, and then that makes it easy. Now, what's also awesome over here is that you're going to have the average value per client. So you're going to have the average value of money that's collected per client to be able to make this thing even simpler for you guys. And that way you can look at the average number or the average cost that you used, accepted per client who set you up on the offer.
BONUS - Selling Black Friday Cards with Trainerize
Hey, what's up guys? And let's talk about how we're going to add this into my accountability account to make this thing even easier. So you can sell it directly to your online clients or anybody who's in my accountability program. Now, the first thing that we want to do is that once you log into my accountability program is that you want to hit payments, right? Once you hit payments, we're going to go to products. And then once we go to products, what'll happen is that we want to create a product. Now we want to create a product, and that product is going to be called Black Friday cards. Now, once you create this Black Friday gift card product, we want to open it up. When we open it up, we're going to create it. So you type in the product name. If you have a image, that's great.
Go ahead and put an image there, maybe like an image of a gift card. You want to put a description in the description. This is just going to be what's involved in the card, the basics of what it is, and then that way it makes it easier. Next is that we want to call it an add-on the reason why that we want to make an add-on, because we remember that you can only have one core product alive at one time right now, but you can have as many of these as you want to. So what that means is, is that now you can sell as many of these cards to anybody that you want to be mindful of the fact that I have it set up for 30 days, but when you set yours up, you want to look at basically the time that it takes from X date or from the day Black Friday, all the way, and it's alive all the way until February the 15th.
So then that gives your people the ability to give these cards out, and then they have the expiration date, and then it also makes it as to where it's super simple for you to be able to have the information directly with you. Now, one cool thing to think about is that every time that a person purchases a card from you, or every time a person comes in, they have to purchase a card. So if they want to purchase multiple cards, they're going to have to hit the link and go to the link multiple times. Now, what's great about this is that with all the information that we've given you from the text messages to the Facebook posting and all those pieces, is that when you put them there is, instead of even having the link to come and sit down with you, all you have to do is take this link here, you'll come over to the link button, you hit the link, you hit checkout link.
Now, once you hit copy checkout link, that's the link that you're going to insert into all the material that we've already given you. Now this, what's great about this is that this will allow you to directly go in and directly have all the, they can sign up directly there. Now they just have to sign up and just remind them that, hey, you have to sign up for each individual. Now, this comes into play big time on the backside of this because there's some cool features that we added directly to this for you to make it even easier for you guys to be able to do this. Now, if you come over here, if you look at the information that we have, I've actually set up a Zap for you guys to be able to directly use post-purchase. So what'll happen is that each time an individual purchases a gift card from you, they're going to get an email and then they're also going to get a trainer message. Now, this is important,
I'll explain why in a minute. But what happens is, is that with this Zap is that you'll come in and then as you're looking at it, it's triggered by a new purchase, alright? So you make sure that the train rise portion is there, you make sure that that part is there for you, alright? And then you make sure that it says new purchase. The next thing is that we want to make sure that our account is in there, alright? Next part is that we want to make sure that it has the right product because this is the product you're going to select is that Black Friday card that you just created and then the find data. So this is what's going to allow it to be able to find data because it's going to pull up the information that's directly from there based off your email address essentially to get started.
Alright? Next is that this will essentially take it to the email portion. So you want to make sure that you have the Gmail is selected, that it says send an email. Alright? And then after that we want to make sure that we have the correct email account that we want it to send from. Alright? And then we got our custom email. Now this is going to send the email address that purchased it. Alright? It's going to come from you. So this would be what you would change here. It's going to have your information that's there. You want to change the name. It's not going to be from Coach David, it's going to be from you. And then you can keep the subject line or change it. Now in this information it goes over and it talks about what the card is and then the parameters behind the card.
The other cool piece behind this is that there's actually a link to the gift card that we've attached for you. So the link to the gift card is right here. So that person can print off that gift card and go directly from there. Or if they have a slow computer or whatever the situation is, they can actually just click right here. And it doesn't like it, right? It doesn't like it here, but this link is a hyperlink. And so when they get the email, it's going to show up as a hyperlink. They just click on it, bang, and that card will open up. All they have to do is print it out and bring it in directly to you. The next part is that this is that after is 30 minutes after I have it set up. So it's going to delay it. So what that means is 30 minutes after they initially buy it, so the email goes out immediately and then 30 minutes after they buy it, what's going to happen is that they will get, alright, a text, a message inside a train rise.
Now we want to make sure again, that our train rise accounts are set up, everything is linked the way it's supposed to be. We want to make sure we have the right account and then we want to make sure our message is here. So this message is more so about just letting them know, Hey, congrats on picking up your Black Friday card, just to keep it safe for everyone and so that we can be sure that we know who we're looking for. Can you do me a favor and tell me the name and phone number of the person that you're giving the card to or if they plan on keeping themselves for the total transformation program? Because remember, these cards can be used either for them, them to be able to give away to friends and family because $10 for a hundred dollars off of any program or what they can do is they can take this and they can use it towards our total transformation program that will be coming in January to kick the year off, which is
Something that you guys haven't seen before. Now the beautiful part behind this is that this will allow you to be able to get a name and a phone number. So if that person, if you haven't seen that person or they haven't come in, then now you have a list of names and phone numbers that you guys can be contacting to be able to get them in and just saying, Hey, I understand you have your card, but they have a hundred dollars off of your service. And so that makes it easier for you guys to be able to call and talk to them to be able to get them activated and to be able to get that card activated. Or they may just tell you, Hey, I want to use it for myself for this total transformation program, which is great. If they do that, it's a hundred dollars off of that program. And that's more information that'll come on that next. Alright, so that's how you're going to sell using my accountability.
28 Day Summer Slimdown-OVERVIEW
What's up Jim Lords? Let's talk about the 28 day summer slim down. So this is the overview video of the play. So I want to go through a couple different things. Number one, what type of play it is, how you're going to market the play, the promotion calendar that we're going to give you and how you're going to roll it out, how you're going to be scheduling appointments, the monetization structures and the options that you have with it. And that what we suggest and what we actually don't suggest, but you can run it this way. We're going to talk a little bit about fulfillment and then some prizes. Obviously underneath these videos, there is a download section where you can download all of the documents. That will be in the next video. And then we also, I'm going to break down in detail a little bit more detail, the lead generation strategy behind it, the sales portion, both the front end sale as well as the ascension sale.
And then we're going to talk a little bit about fulfillment, break down the nutrition piece, et cetera. So type of play, it's simple. It's an internal play. You can do it in person and online. It can be a combo of both. How to market this. What we're going to do is we're going to be giving you five emails. These will start 10 days out. There are two follow-up emails as well that are involved. So I'll break those down. In the lead gen section of how you're going to use those. There are five Facebook posts. Those start 10 days out, five texts start 10 days out as well. And there's also a signup sheet that you can use and edit on your own in Canva. So super simple. Here's a promo calendar. This is an example, so you can obviously change it and adjust it to the dates that you want to start.
But 10 days out, you're going to send your teaser nine days, literally the next day you're going to send them to eat as much as you want. Email, Facebook, and text. Five days out, you're going to send 'em the next thing. Two days out, you're going to send 'em the 48 hour notice, one day out last chance, and then you have your start date. Now you can adjust depending on your start date, just depends on what you got. Scheduling appointments. Highly suggest you're going to start taking appointments right away. The reason for that is because from a monetization structure, we highly suggest it's free to sign up, but you're going to sell them supplements. And so because of that, you want to start taking appointments right away simply because you want them to be able to get their supplements in time for the challenge. Alright, so you're going to use Acuity.
You're going to create a calendar for it, a separate calendar, just make sure it's integrated or whatever calendar you want. Just use Acuity because it sends reminders to them. It should be one-on-one appointments, not group. You should not do group because you're selling supplements. Don't do group. Trust me, use this. Okay, appointments should be 30 minutes long. That's it. Super simple. Alright, monetization structure. We highly recommend doing option one, which is free to sign up. You're going to monetize off of supplements, so you're going to sell them supplements. The referral add-on would be if they referred someone, the person that they referred could do this challenge for anywhere between 49 and $99. So you're going to give them a massive discount from your normal pricing. And the reason for that is you want to get them in. And what I highly suggest is that you have it where it rolls right into EFT immediately after.
And so they do the challenge rolls right into EFT. You treat all the referrals like they're doing a 28 day challenge and you're going to meet with them at day 14, et cetera. So their customer journey should mimic the exact process of a 28 day challenge. Your internal members are just going to be doing it. You're going to meet with them in the beginning and the end, and that's it. Okay? Option number two, for those of you that want to run a paid option, the price point would be that we suggest would be 99 to 199 for your members. With one caveat, if they refer a friend, they get it for free and the friend will pay 1 49 to 2 49. That's what you should charge for this for the friend. And you're also going to obviously do supplement sales. The reason why it's not recommended is you're not going to get a hundred percent buy-in and participation, which is the biggest goal is you really just want participation and you can make a ton of money off supplement sales and the supplement sales allows you to be able to get people into the program, which then allows you to ascend them into a higher pay program very easily.
So again, numbers game, if you get a hundred percent of your members to do it, you sell 70% of them on supplements, you're going to make a good amount of money from there. But with a hundred percent participation, that means a hundred percent of your members will be meeting with you in an exit interview on day 28 or within that timeframe where you have the opportunity to upsell them into semi-private, hybrid, whatever it might be. Fulfillment. They're going to be getting workouts. So the workout piece is just your regular workout. So we're not going to do anything different there. We're not adding anything into that. That's just your regular workouts that they're doing. But we are giving you a 28 day AB core routine, which is three times a week. That will be in trainer eyes, it's fulfilled through trainer eyes, and you can also download the workouts.
I'll have a PDF for you guys in the fulfillment section. Now there is no messaging that's included with this core workout, so you just need to make sure they should already have another program they're already on that they should get their messaging from that. The messaging is not included in this program. The reason for that is because you should already be messaging them anyway, and they probably are already in another one and you don't want them just cross pollinating and causing a whole bunch of mix ups. Okay? On the nutrition side, they're going to be doing the calibration diet. So this is used by Dr. Trevor Cashie for pretty much every single person that joins his coaching program. If you've done his coaching program, you'll understand it. It's super simple. The reason why we're going this one is because there's no measuring. They just eat off the plan.
They just have to eat the foods on the plan. There's no measuring. They don't have to worry about it. It reduces bloating, reduces irritability. It's used for people with IBS. So you don't ever have to worry about someone getting irritated with this because it's a low FODMAP style diet. Highly suggested. Again, this is what Dr. Trevor Cashi has all of his people start off with for the first two weeks. They're going to be doing it for 28 days. Okay? On the tracking piece, they're going to weigh in day one and day 28. You can also have them do it weekly. I built it out inside the deck. The slide deck for the sales portion where they do it weekly. You can adjust that to whatever you want, okay? You are going to want to make sure that you get before and after pictures. You're going to use those for marketing and then prizes. Best male and female transformation, I would highly do it. I would suggest doing it off of picks or maybe sizes, their size difference, like their measurements. You could also do prizes for weight or body fat lost. And then prize examples would include things like you could do
Custom, you could do custom jerseys, custom bathing suits, custom swag, hats, shirts, custom supplement pack, whatever it is that you want. You can do that as well. Those are examples that I would suggest that you do. Okay, so this is the overview. The next video, we'll walk you through all the downloads that we have involved with this, as well as there's a checklist down below this video. You'll see there's an overview document and there's also a checklist. So we made the checklist for you so that you understand exactly what you're going through and you can just check, mark it off, and understand the steps that you need to take, et cetera. So there are two documents underneath this. Download them both and utilize those both.
Assets
All right, what's up, Jim Lawrences. Let's go through the downloads here in this section right below this video, I'm just going to walk you through exactly how to do it. You're just going to click on each link and each link is going to open up into a Google Doc, which you can then download or just make a copy of, and then you can have it and you can play around with it and do whatever it's that you need to. Most of these that will be client facing are unbranded, which means that you can add your own brand as well as we created templates for the meal plans and templates for the poster that you can use, and you can just brand or adjust as needed. So on this, you've got your slim down emails. You'll notice over here you've got your five different emails as well as letting you know when they should go out, so when to schedule them.
So you've got your subject line, so just make sure that this is your subject. And then you've got name, anything in yellow, just check out. It includes pictures, so you're going to want to include those pictures in there. One thing that's really important with this is just always read this. Always, always read this before you send out to your clients because maybe there's something else that you wanted to include. Maybe there's something that you're like, ah, this doesn't really fit me. Whatever. Just read it, go through it. Just be careful as you go through it. Just make sure these are written just to be honestly fine to go out. However, it's always good to double check, okay? And remember, spelling errors or grammatic errors are okay. That's okay. It just makes it seem more authentic as you go. The next thing will be your follow-up emails.
There are two. What's very important with these is you should be using a system that allows you, as I mentioned in the overview, a system that allows you to, or I'll talk about in the sales piece, or getting the lead gen piece. You need to use a system that allows you to check and see who opened it. And that's really simple. It's something like a MailChimp, AWeber, whatever, in any type of email service that allows you to see who opened the emails. And then what happens is the people that didn't sign up that open the emails is these are the follow up emails that you want to send. So this is the subject line. It looks like you have questions. Let's say your name's John. John. Hey, do you have any questions about the summer slimdown that I just wrote to you about? If so, can I call you now?
Would that be cool? And then you could just call 'em, answer it and get 'em signed up. And then this one last spot is yours. This gives you a chance to do that with a quick rundown of what they're going to get. And then you can obviously add anything else in here if you want to. The next one will be your Facebook posts. These are almost exactly like the emails with pictures and everything, so they're going to get blasted with the same stuff. Read through those as well. We've got your text campaigns here. So 10 days out, nine days out, five days out, two days out, and one day out. Go through those, make sure those are scheduled out. The next thing that you'll find is the meal plans. So on this one, we didn't go crazy on this. This is just a simple FODMAP diet. It's very simple. 28 day meal plan your logo. This is a template inside of Canva. So you can add your logo here. You can also just delete that and just slide this over if you want to. But their name, their date, body Weight, BMI, body Fat. You can adjust these if you want to, but I wanted to give you all the ability to be able to use this as a template and adjust it as yourself. Okay? So as always,
Make sure that when you save it, just make a copy of it so that you save the original and then do all of your edits on the copy. Alright, so your proteins, your fruits, your starches, et cetera. They're going to, I'll go through this in the fulfillment, but they'll have their meals. And then these are the oils and spices that they can use for this meal plan. Alright? And then you've got your weekly weigh-in sheet. Their name will go here, cell phone if you want to. And then their first weigh in week one, week two, week three, week four. If you're tracking it, if you want to track those, it's one sheet you can just double up as you go. And then the last one is the actual signup sheet. And so they just put their name and their cell phone name, cell phone name, cell phone.
You can print out multiples of these and have these ready to go. You can put 'em on a clipboard. Simple, easy way in gym to get people to do it. Now, I noticed I don't have a logo. I didn't go crazy. We did not go crazy on this one, simply because what we found from feedback from everyone is that everyone does the really cool posters, but sometimes you like to have stuff that's branded to you. And so all of these can be, you can add your logo, you can do whatever it is that you want. These are all templates, and so you can just do it that way. Alright, hope this helps. Enjoy, and I'll see you in the next section.
Lead Gen Breakdown
What's up Jim Lords? Let's talk about the lead gen portion of the summer slim down challenge. Alright, so we're going to talk about the emails. There are a couple of follow-up emails in there. We're going to talk about Facebook posts, texts, posters, and trainer best practices. A lot of these are really simple. A lot of these are already done for you. So what you're going to want to do is make sure that you're using an email service similar to MailChimp, AWeber, whatever, that allows you to be able to set up an entire campaign and you want to go ahead and schedule it out no matter what. Now, you also want to use one that tracks opens. The reason why you want to track opens is because you want to see who opened it and didn't sign up. And the reason for that is because you're going to send a follow-up email to every person that opened the email but didn't sign up.
And so there are two follow up emails, one that should happen right away, and then one that should happen literally on the day before the last signup. That's it, okay? Or literally on the last day that they could sign up. And this allows you to hit all those people. Now the money is in the follow up because you want as many people to sign up as possible, and you want this to be as simple as possible, so you want to make sure that you're using a service that allows you to schedule it out, create a campaign, and send follow-up emails to people that don't sign up. All right? Then we've got our Facebook posts. You want to make sure that you schedule them out inside of your group prior to launching, so make sure that they're scheduled out. You're going to want to do this.
People that comment on it or say, yes, I'm in all that stuff, you should DM them immediately, so you should personal message them or have your team do it. Comment, make sure that you're DMing them and that you get them scheduled for their orientation right away. You don't want to just leave it up to chance. What you want to do is just immediately reach out to them. Go ahead and get them signed up. Go ahead and get them on the books and ready to go. You don't want to wait, okay? Always ask for a referral. What I mean by this is when you're in the dms, you always want to make sure that they're scheduled. They're like, great schedule, got you scheduled. Hey, real quick, do you have a friend that would like to do this with you because we're doing it an incredible referral deal with this, and you always want to make sure that you're coupling that with it.
Okay? When we get to the sales section, I'll walk through the referral piece because as I did in the overview, it's very simple. They can either sign up and do this for the 28 days for the referral, can do it for 49 and 99. If you're doing the free option for your members or if you're doing it the paid option, the member can get it completely for free if they refer a friend, and that friend is going to pay anywhere between, I believe, 1 49 to 2 49, and that allows them to do it for free. Okay? So always asking for a referral, making sure that you're getting that. And if you do get the referral, what you want to do is have them go ahead and combine and do a group text, do our hinge method in either group text or group message, and you want them to hinge you so that you can start the conversation.
They can begin to push it. They're the ones that should be bringing that person in. Not so much you, but you do want to make sure that they connect you with you so that you can schedule that appointment with the referral text messages. You want to use a texting service, or you can also use your CRM. I know many of them have this availability and you just want to schedule out the texts, have them sent out. If you can't do that, that's fine. Just put a reminder on your calendar to make sure that happens. And you should also be messaging everyone in
Trainer eyes. You should also be doing that as well no matter what. So you can send out a blast, you can put it in your groups, whatever it might be. Just make sure that it's there on the posters. You want to use the Canva template and you want to customize it or change it if you want to. I just did. We just set up a very basic one because from all the feedback that we consistently get for all of our internal plays that we have, you guys love it when we give you guys posters. However, you also want a little bit more freedom to be able to do what you want with it, add your logo, all that stuff. So we created just a basic signup one. It's a simple poster. It's literally a signup poster that you put. So free summer slum down, you could put 'em anywhere and they just sign up, put their name, put their cell phone number, and then it's on your team's job to make sure you reach out, send them a text, get them scheduled for their orientation.
That's it. Okay, so you're going to print them out, you're going to put them everywhere in your gym. You're going to put 'em on the front door so people see it. You're going to put 'em in the bathrooms, women's everywhere. You're going to put it literally right above the toilet on the guy's side, so when they're peeing, you literally are looking at it. It's right there for the women right across from the toilet. You're going to put it next to the mirror. You're going to put it next to the hand towels. You're going to put it all around the gym walls in the gym. You're going to put it in the office anywhere where people will be. You want to print 'em out, put 'em up no matter what. You can also use those signup posters as signup sheets that you can give to your trainers, which is trainer best practices.
What you're going to do is you're going to use those posters, put 'em on a clipboard, and have them ready before every single class that you have, and have your trainers go around the class before as they're welcoming people saying, what's up? How's it going? It's like, Hey, have you signed up for the 28 day summer? No. Okay, let's go ahead and get you signed up. It's totally free. You're going to love it. It's going to be amazing. Get you summer ready. It's going to be awesome. And they should be signing people up. Then after class, they should be doing the same thing, but they should be going to the people that either showed up late or didn't sign up, and so this should be before and after class. Alright, so this is how you're generating the leads. We've got the emails, we've got the Facebook posts, we've got the texts. You've got your posters, and you've got your in-class. Check-ins before and after class to make sure that you're signing people up. It's that simple.
Sales Overview
Welcome back, Jim Lords. Let's talk about the summer slim down sales process. So we're going to go through the meeting structure. We're going to go through option one process plus the math behind it and the option two process. Okay? So meeting structure, it's 30 minute time blocks. They must be one-on-one, and the reason they must be one-on-one is because if you're going to be doing a supplement sale or any type of sale, you have a higher percentage close rate. If you do one-on-ones do not do group. Trust me, it'll be worth your time. I'll get into the money math, it'll be worth your time. But during this 30 minute time block, it's going to be super simple. Quick intro overview with the challenge. You can do nutrition overview and sell the subs. Good news is there's a deck. So there's going to be a sales deck.
It's in the next video. You can download it also in the download section as well as the next video, but it'll break down the sales process and selling what you're selling. Okay, so option one. So this is the different ways to monetize off of it. Option one is free plus sub. So it's no signup fee for the challenge. You're going to get pretty much everyone. So the goal would be everyone participates in the challenge, no signup fee for the challenge, but you're going to monetize by selling supplements, okay? And what you're going to do is you're going to use a deck that's linked below is also in the next video. You can edit that deck, add testimonials, do whatever. It's that you want to it. But what we're suggesting is sell the challenger stack, which is the ultimate stack plus test storm, plus the cleanse plus protein.
I think we might be out of the cleanse, but either way they're going to get everything that they need. And with the fact that we have chocolate protein, it's a no-brainer, right? So this is the accelerator combined with the calibration diet. These two put together, we'll trim them down big time. So it's an awesome opportunity for them. Highly suggest that. Now if they don't take that, you're going to downsell to a four pack and then you can also downsell to a two pack. But your minimum should be a four pack. If they're going to do it, they're going to do a four pack, because that's what everybody does. It's possible part of it. Now your goal is challenger stack. Now let's do some money. Let's talk about referrals real quick. If they bring someone in, what you want to do is you want to reward the person, the new person coming in with a lower rate, make it really stupid simple for them to be able to sign up and join this 28 day slim down and it's 49 or $99 for the challenge.
You can be anywhere between that range. What I would suggest is you have them roll right into EFT afterwards, that's it. And you should treat them those referrals, just like a 28 day challenge. So they should have a day 14 meeting, et cetera. So their client journey should mimic a challenge for your internal people. It should just be simple. They're going to do your way in on day one, way out on day 28. If you want them to weigh out weekly, which is included in the sales deck, you can have them do that. It's totally up to you. Okay? Now let's talk about the money math behind this. So let's say you have a hundred members. You have a hundred signups because a hundred percent participation is free. Everyone should do it. Get everyone signed up right? Now, let's say you sell 50% of them on the challenger stack, which is $421, right? So Challenger Stack, you get 50 of them, you sell 20 of them on the four pack, on a four banger. So you get a total of 70% sales rate on
Supplements, which is what you should be doing if you're doing one-on-ones, this is absolutely possible. You should be selling 40% of them. Everyone does it. It's part of the program. This is part of the challenge. And so by doing that, this is just the example. Your total revenue supplement revenue would be $25,070. Alright? Now, based off of 35% commission rate, you're looking at roughly $8,774 in commission, which is phenomenal. But here's the money math behind this. You spend a total hours of 50 hours meeting with a hundred people because 30 minutes times it's half an hour times a hundred people. You're looking at 50 hours of work right now, 50 hours of work. You're like, man, that's a lot. You obviously have team members, et cetera, but your hour, your money per hour that you're making is $175. It's absolutely worth your time. And that's at a 70% close rate.
So you can make eight grand in commission with no fulfillment on the backend. Roll them into subscribe and save as well, and absolutely crush this. Okay? That's the money math behind that one. Option number two, I'm going to keep this very simple. We don't recommend this simply because you're not getting a hundred percent participation, but if you do want to do this, our suggested signup fee would be $99 to 199, but it's free. If they bring a friend, you're incentivizing 'em to bring a friend so they get it for free and their friend, you should charge them anywhere between 1 49 to 2 49. So the idea would be if you were going to use this as a paid internal challenge and you're charging $99 to your members, your price point for a friend would be anywhere between 1 49 to 1 99. If you're charging it, that 1 99 range for your internal clients, your price point should be in that 2 49 range for friends that they bring in.
And then you're also going to do this upsale. The reason why I'm not really a big fan of this is number one, the numbers behind it. Because you're going to get roughly 20 to 30% of your clients to do this rather than a hundred percent. And while you can get the money, the other issue is you limit the amount of referrals that you can get. The other side of it too, is that you're going to limit your opportunities for ascension because there's an ascension piece at the end of this that I'll show you in video number three. So this is video number one. Then we have the, we'll go through the supplement sale itself and then we'll go into the ascension piece. You're going to limit your opportunities for ascension, which is the whole point of internal place. Whole point of internal place is to give back to your community and give you an opportunity to ascend people into a higher level of service. Alright? So those are two options. It's an overview, super simple. You're going to want to pick, pick which one you want. We recommend the free plus subs option. It's much simpler, much easier. Set your meetings up, monetize off the subs, and then put yourself in a really good position to ascend. People post challenge.
Sales Deck
All right, Jim Lords. Let's talk about the 28 day summer Slimdown deck. So this is kind of, I'm going to give you a brief walkthrough. I'm not going to sell you on it. This is very similar to the exact deck that Ed has given everyone for the supplement sales that you guys should be using, but it's trimmed down. So what you'll see is it's built more for an internal person, but I'm going to do a brief run through. You guys should use this or mimic this. You'll have the opportunity to edit this so you can edit this with your logo, add whatever it is that you want, add more testimonials, et cetera. But here's what it is, right? Someone comes in, be like, congrats on being an action taker. John. Here's the plan you're going to go over today. We're going to go over your 28 day summer slim down nutrition plan.
We're going to understand why this plan is so awesome. We're going to confirm all your check-ins and ab workouts and make sure you got 'em. We're going to answer any questions, et cetera. So we're going to hit them with focus and need a hundred percent attention focus, not multitasking, distracted, et cetera. So if you give me this level of focus right here, right? I promise you're going to crush it. Okay? So then you go into some FAQs. Is it beginner friendly? Yes. What if I just want to get a little bit more lean? This is perfect for you. Can I modify things? Yep. Am I going to be starving? Nope. Et cetera. Hitting those simple rules for the community. Same stuff. Be cool. Share your wins. Reach out when you need help. No negative Nancy's, tell me the reasons for doing this. We want to know why.
Here's what's very important. Always get there why they're doing this. And the reason is, is because you can use this. Take note of this and then use this in the ascension process. How was this able to help you achieve your goal of losing more body fat? Mary, how did this help you de-stress and increase your mental health? How did this help you? Tone and tighten so you can use these later on when you want to try to ascend them, right? So why is this important to you? Okay, so here's my commitment to you. Pinky square. You are going to lose weight. You're going to get leaner and feel incredible as long as you do the following, right? Follow the nutrition plan, do your workouts, ask for help if you get stuck. Fair enough? Awesome. Let's just confirm the tech stuff real fast. Here's where you're going to insert your accountability app right here.
Super simple. The 28 day summer slimdown workouts are going to be shared with you, so it's just 28 day summer in there. Super simple. Inside the app, you're going to share with them, here's what the person, your client will be responsible for weigh in each week. You can change this and adjust this to weigh in at the beginning and at the end. That's totally up to you. And then take measurements and picks today and on day 28, and you can show them how to do that. Okay? Weigh in every week, same day in time after the bathroom naked, ready for the magic fat loss formula. Make muscle sore, refuel the right proteins, carbs, healthy fats and veggies. Rest for recover. Repeat, it's fat loss, not weight loss. There's no crash diets, no starving yourself. No feeling lightheaded, no. Zero carb nonsense. Fat loss means we keep it off. Pop quiz, what is the most important thing? Fitness or nutrition? Nutrition. Obviously we know this. Fitness equals 10% of it. Nutrition, 90% of it. Here's what your nutrition plan is going to look like. It's so stupid simple. All it is is literally just going to eat the foods on here. There's no weighing nothing. You're just going to pick a protein, a fruit, a starch and a grain and a veggie, every single meal, and you're going to have three meals a day. That's it. Super simple, right? Your daily meals are going to look like this.
Very simple, easy. They're going to be the same. You just get to choose what foods you want, and you can eat as much as you'd like in those three meals. But what if I want a snack? Choose a protein for your snack. Why do we do protein snacks instead of fruit or something else? Protein builds lean muscle, which burns fat, protein, curbs, sugar cravings, et cetera. So you guys are familiar with these things. People always ask what subs to take. They're amazing accelerators, but the mistake people always make is buying products that don't match the nutrition plan. So women who want to feel, look, and feel like this, go to GNC and buy junk design for this dude. And so you're just going to follow this. What I highly suggest is you go through this. I put all of this in here. It's super simple.
This is really just pulled from eds just paired down to exactly what you need in this process. As you go through, just run through it so you have it and you understand it. If you've never done this before, you're going to want to run through it multiple times. For those of you that have used this before, this is going to be a cinch. It's just literally the exact same process. Super easy, and you can edit this and adjust this as you need to. Okay? So that is the walkthrough on this. It's very easy, very simple. Utilize this deck as you go through. You should use this on the one-on-ones. You can also teach your team to do this if you want, so it takes some recordings, and then teach your team. This is an awesome opportunity if you have team members that have never done this to walk them through this and begin to scale your team.
Ascension Process
All right, Jim Lords. So if you want to make money off of internal plays, this will be the fastest, quickest, but most important video that you watch. All of you have the skill sets that are needed in order to ascend your current members into higher levels of service. The secret sauce behind it is how can you do it via internal plays? Because the whole point of running an internal play, there are two actually. Number one is to increase retention, right? So decrease attrition, keep people longer because people love challenges, internal events, et cetera. But the other main piece, and this is the main driver behind doing this, is to ascend the clients into higher levels of service. And so I'm going to walk you through a very simple one meeting process. It's one slide. It's very simple because each of you already understands how to sell people.
What you really need to do is just take this extremely seriously. So here's how this works. You are going to set up a day 28 exit meeting with every single person. Now, that doesn't obviously mean that it's going to happen on day 28, simply because that means you would have a whole bunch of one day meetings with everyone on the same day. But you need to do an exit meeting with everyone. You need to plan that out. What I highly suggest is if you are planning on doing this, and you should do this, if you like money and you don't hate money, and you'd like to make more and provide a better service for your clients, is schedule this exit meeting on the day that they sign up, say, cool, we're going to do a closeout a final meeting on day 28 or day 29 or whatever.
And the reason I want to do that is I want to recap the program for you. I also want to get your feedback on the program because we're always looking for customer feedback. I want to know what you liked, what you didn't like, so we can improve on the next challenge. So you're going to do this, you're going to recap the program with them. You're going to go through, you're going to ask them simple questions of like, cool, let's walk through your progress. Let's see where you started, where you ended up great. Now you did amazing at this. Where did you struggle? Find some things that they struggled remembering why they ultimately started up. You're going to get customer feedback. So you're going to ask them, cool, what did you like? What didn't you? What do you think could have made it better? Et cetera.
And then what you're going to do is you're going to roll right into a diagnostic sales process to upsell them into a higher level program. Now, this part's super simple. You need to make sure, the reason why I don't have scripts, and I don't have anything else on this, and why we shouldn't provide these is because this has to be an organic, authentic approach to your current clients. But you need to treat it like a sale because it a hundred percent is a sale, right? Because you're going to recap the program, you're going to get customer feedback to ensure that you improve on the process later on. But you're also going to grab nuggets from what they're going to give you that's going to give you an opportunity to sell them into a higher level program. So schedule these exit meetings at the time when you sign them up. So you're going to obviously go through orientation, go through that, and during orientation, schedule their final meeting. So you're going to look at your calendar, go 28 days out, schedule a time with them. It should be a 30 minute meeting because you want to give yourself time. And then what you're going to do is you're going to take the highlights of this program and why they liked it, how they got amazing results, and be able to move them into,
Cool, would it make sense? Would you be opposed to doing this for another six months and getting you to your ultimate goal and doing things like that so that you can move them into semi-private or hybrid or whatever it might be that you have at your disposal. Maybe it's personal training, but if you don't do this, if you don't do these exit meetings and you don't ask your clients for more money, I guarantee you, you will make no extra money. However, if you have these meetings and you put yourself in a position to ask them for more money, you'll be shocked at how many are willing to hand you more money and want you to provide a higher level service. So set up the meetings, recap the program, get their feedback on the actual program, and then use that information that you gather to use a diagnostic sales approach to upsell them into a higher level program. It's that simple.
Fulfillment Overview
All right, Jim Moores. Let's talk about the fulfillment overview. So this is going to be really quick. I'm about to go into a little bit more detail on the nutrition and all this stuff, as well as where to find stuff in the inside trainer eyes for the workouts. But let's break it down into fitness, nutrition, and accountability. So on the fitness side, they're going to be getting an additional 12 apps slash core workouts that they could do, whether it's in the gym or at home. So they need to do these three, and then that will be delivered via trainer eyes and or a document. So you can have your document download that you'll see that will be provided. It's in the downloads as well as it's in this section right here. So it's right below. So that's it. So they should be doing their normal workouts with you.
Nothing changes on that. They're just getting additional workouts included. And then on the nutrition side, they're going to be doing the calibration diet. In the next video, I'll do a walkthrough of the diet itself and why it's so simple, why it's super easy to do. But that is the nutrition piece. And then on the accountability, here's what the accountability piece will be. They're going to have the weigh-ins. So it's your choice. Do you want to do weekly weigh-ins or do you want to just do a weigh-in at the beginning, weigh in at the end, and then they're also going to have an exit meeting. So they're going to have the nutrition orientation, and then they're going to have their one-on-one exit meeting. So post challenge meeting. So let's just say it's a post challenge meeting or post challenge recap. Let's do that. And then they're going to have a post challenge party. Highly suggest a party. Highly suggest everyone loves a party, especially post covid. Everyone loves that. So if you're in a state that allows that, definitely utilize that and have a post challenge party. Highly suggest making that party a potluck or some sort of awesome cookout, whatever it might be, so that everyone can come together and celebrate. And that is where you would announce prizes. So when you do your prizes and your winners, that's where you announce your winners, your top male and female transformations. And that's it. Super simple.