CoachBot Video Transcripts-32

Steps to LAUNCH

What's going on guys? Welcome to the launch video. So this is going to be the most important video. This is going to be the video that you should be watching when you're ready to launch this thing, okay? This is step-by-step instructions of how to upload the list, how to enroll them in the campaign and have them be active from this point on. Okay? So if you are not ready yet to launch, I would stop watching this video, go back to training and deploying the materials and getting prepared, and then come back this video when you're ready to actually launch. Alright? Now when you're ready to launch, open up your go high level. Okay? At this point you should have a lead list ready to go.

This is an example, okay? So this is what it should look like. You should have it in a spreadsheet. You should have simply first name, last name, phone number, and email. It doesn't have to be exactly in the order or in this format, but you should have this information. And then you should have your lead list that is hundreds to thousands of names long. I have one example here for you, so I'll show you exactly how to import this, but just make sure that you have the file and then it is also saved as a CSV file. Okay? So I'm going to put in here, go high level test and then right here, file format, we're going to make sure that we have CSV. Save it somewhere. You're where you can reference. Alright? Now, once you have that file, what you want to do is you want to go into contacts, lemme back up. I want to make sure you turn everything on. Okay? So go into automations here and then find the file Gym launch reactivation plays. You can also search in the search bar up here, find it. All of these should be drafted.

At this point, you should have went through the SMS and email campaign to make sure it's exactly what you want to be sent out. And the free class voucher image is attached. Okay? Once that is ready to go, just verify and make sure that the windows are also exactly what you want. So right here, time window, you want them to be sent out between nine 30 and one Monday through Friday or whatever you set it to. Okay? So at the time of watching this video, if you are sitting down on a Saturday, you can upload this and you can go through the steps and they will not send, the first batch will not send until Monday at nine 30. Okay? You're doing this early in the morning or late at night. Again, it will pause everything automatically until this window time. So you're good there. Once you are confident that all of these flows are working exactly as you want them to, go ahead and turn everything on. So hit the three dots, publish workflow, confirm, you're going to see it turn green right here. Same thing with this one, and same thing with this one.

Okay? So once those are all set, your workflows are turned on and you're ready to upload your list. So then you can go into contacts, you can hit import contacts, it's a little up arrow. Upload a file so you can hit a little hyperlink here and then it's going to bring up your files. This is the one that we just saved.

Hit next. And then it's a matter of mapping the fields. So pretty simple. You have your column header from the file. Alright, so what your file header said, you have what the information is on that first row and then you have what go high level is going to treat it as okay. So it usually does a pretty good job as long as your headers are accurate and clear. So we have first name to first name, last name to last name, phone to phone, and email to email. And then you can see go high level is going to treat this information as a first name. Yep. Test first, last name. Yep. Test. Last phone number is the phone number. Email's, email. So we're all good there, right? You want to make sure that that all looks good. If it does hit next import name, you're going to have to put something in here, make it something that you understand. So I would put in, for example, maybe the date and then do free class reactivation. It will save that as a list if you choose to do so. So you can have a separate list of contacts created from the import. That's if you want to reference it in the future.

Next, you want to go through these steps. So what do you want to do with the contacts in the CSV file? I recommend having it be add new and update existing contact records. The majority of you will have a lot of duplicates in your list, most of which you're probably pulling directly from go high level or that it have existed in go high level in the past. So you do not want to add just new contacts if that's the case. So go ahead and add new and existing, find existing contacts based on email and at a second preference phone number. So it's going to look for duplicate contacts by both the email and the phone number fields. Okay? You can leave this checked tags, I would put in free dash class and then add new contacts to workflow. So you want to actually, I'm just double checking, you want to make sure that you keep this off. Okay, so you want to add the tag free class so we can make sure that we can find these contacts later because there's going to be a second step to this. So add the tag, but do not enroll them in any workflow.

Hit submit file's being processed. You can click here to view progress depending on how large your list, it might take a little bit of time, but you'll be able to check here under smart lists of what the status is. So you can see here what I put in for the file since it was only one contact is complete. So we're good there. So now we're ready to go, ready to actually begin this thing. So now we go back into all contacts and what you can do is you can add a filter. Alright, so we're going to search all of the contacts that we have in here by looking for the tag that we just added.

So we can hit here and go to tags. And we want to search for all the contacts that have the tag free class. We do that. We can click out of this and we can see all of these contacts, which we only have one for the example, but you should have all of your records. So if you had a list of 2000 people, then there should be a record of give or take 2000 depending on duplicates and bad info. But once all of them are identified and you have all the contacts on one page, you can hit this little checkbox to select all the records. Again, this total record should match about the list that you imported. Once you have them all selected, then you can hit here, add campaign workflow.

Okay, proceed. And then here we go. So this is the most important part. So we have all the contacts added. We're going to look for the free class reactivation, SMS email campaign, this one. And then depending on your list, if your list is only a handful and you want to do it all at once, by all means go for it. If you want to add it at a scheduled time, you can do that as well. If it's a Monday during business hours and you want to have it started on Wednesday, then you can schedule it for the future. But then most of you guys should hit add and drip mode.

This could be a description of a free class reactivation drip. And then I would do November to December, 2023, whatever makes sense to you. Start on, say it's today, say it's today, and then at the time batch quantity. So remembering from the last video, what is the amount that you want dripped? Again, I would not recommend over 200. So let's just say one 50, repeat after. How often do you want to batch one 50? So I would do one day. So every day, Monday through Friday, it would do another 150 until I shut it off. Process hours. So again, in the workflow, it already has it set from nine 30 to one, but if you want to double up, you can also put in here nine 30 to one. All right, and then add to campaign and workflow. So let's schedule it for one more minute later. There we go. And then it's going to process all the contacts, it's going to spread everything out and schedule it all out. And then once that is all set, then you can double check by going into automations going into that campaign. I will pause this for a second and revisit it back when that time hits in a couple minutes. Alright, so that has launched. Now we can see in here if we look at the SS and email campaign, total enrolled, we have one because that was the only contact that was added in there. If you did drip 150, then you should see 150. Okay.

And then you can triple check by going to opportunities here and going to free class reactivation play. And looking here and seeing who has been enrolled. This will only show the people that have gotten the first text. So depending on how you set out the scheduling window and whatnot, you might not see this here yet. But if they are getting texts, they're going to be in this row. And then as soon as this person responds, they're going to be moved automatically to replies. If they responded no or anything negative, they will automatically moved out of here and into archived. And then your list of people to follow up with will obviously be in conversations, but then also we'll be here in replies. And then from that point on, you guys have the full freedom to schedule them however you'd like to and keep track of your shows and no-shows and sold. And then go through the checklist steps to make sure they have a fantastic experience from when they walk in the door, before the class, during the class, after the class, and then ultimately get them sold to start changing their life. So that concludes everything. Hope you guys are able to crush this play. Bye.

Intro to the 60-Day LTV System

What's going on guys? My name's Brent and welcome to the 60 day LTV system. Let's start with the introduction. So this system was in development for 15 plus months and it was proven to cut, turn in almost half, double the lifetime value of the customer, increase referrals, get better in team engagement, increase positive reviews, and turn chaos into order. This is a simple, repeatable system to solve the ongoing abstract problem of creating community and culture in your gym permanently. It balances familiarity and freshness, disguising repetition so that your members are always engaged while the team is always under control. Most of you have already or will soon install what we call the six horsemen of retention into your gym. Things like weekly attendance, reach outs, handwritten cards, internal challenges, social events, and exit interviews. This 60 day A LTV system is an entirely new dimension.

The six square minute of retention is tasks for each client during their individual journeys. 60 LTV system is for tasks for the community as a whole. Two sides of the same retention coin. Now let's look at the calendar. Let's look at this system. So you have a calendar from January to December, 2024. What we do is we're going to break up cycles. So one cycle consists of two months. So cycle one is January and February cycle two is March and April and so on and so on and so on. So there's six cycles across the entire year, two months per cycle. So let's dive into one of the cycles You have, January and February. January is going to be an on challenge month. February is going to be an off challenge month. Okay, we're going to call this month A for January and month B for February, month A is on challenge month B is off challenge.

Alright, now let's look at month A framework. Each challenge each month a should be four weeks long. You should choose between either a free offer or a free with supplements offer. Each of these challenges should have a certain theme or wrapper, the season, the holiday. You should have alternating individual and team structures and have multiple ways to get points and win. So weekly challenges, pop-up challenges. Throughout this challenge you should include challenge prizes and giveaways. And at the end of it, you should have a challenge party. Alright? Now you should do this six times a year, which with each challenge being slightly different, you can see red carpet challenge in January, March madness in March, bingo in May. Some are slam in July and so on and so on.

Then every month a following that framework, simply switch out the specifics and run it again in 30 days. Alright? Now what about the B months? These are the off challenge months. B month framework looks like this. You have social posting contests, you have theme weeks, you have paid specialty classes, social events, 14 day hype leading up to the next internal challenge and a seven day referral blitz leading up to the next internal challenge. Alright, now that might sound like a lot month A, all of those list of things, month B, all of those list of things and to level with you, it absolutely is a lot. But the good news is that we've already paved the way for you with this 60 LTP system. Lemme show you what it looks like. So here's the calendar. This is the calendar for June, 2024. What we do is we lay it out for you already, right?

So social media contests should always be the first week of the month, the first full week because following the last internal play, okay? So we're going to call it selfie sweaty sweepstakes. The next one, week two, you have a theme week. So we're going to call this summer theme week, and we're going to already lay out all the individual days. You have musical Monday, tie dye, Tuesday, wacky Wednesday, throw back Thursday, Hawaiian Friday, and Sparkle Saturday. Alright, we're going to throw in the chaos class. So that paid specialty class, we're going to put it on the 15th. We're going to plan out the July internal play hype week where you can get promo out to your members and then also schedule out the referral blitz the last week of June leading up to July. Alright? And then we're going to throw in a meetup event is strategically placed on the 22nd, which is right in between the hype week and that referral blitz so that when you get plus ones to the event, you can sell them in the referral blitz and get them signed up for the next challenge.

Now, there's also promo that goes with all of these, so we've scheduled all that out for you as well. So those are all the events in promo leading up to the chaos class, we have all the posts leading up to the sweaty selfie sweepstakes. We have everything for the theme week, everything leading up to the meetup at the social event, and then all the hype and the referral bls, as well as everything else that you need to get promo out there right now. This looks like a lot as well, right? This is how in the world am I going to get all this done? Here's the secret in this calendar, this is built in a spreadsheet. Every single one of these posts, texts, emails, announcements, you simply click on it and it opens up an entire template document of that specific category. So for example, that green is free cash.

Fridays, you run that every Friday. You don't need to think about what the post is. We have it all built out for you. So every announcement, text post are already written and they're completely ready to be copy and pasted and customized. So we have free cash Fridays, we have chaos class, we have theme week, we have sweaty selfie sweepstakes, social events, in class announcements, and Sunday morning newspaper. Alright? We're going to go into depth into all of these different categories, but I want to put this together, this training for you to understand that we already built the calendar, scheduled everything out, and also wrote every post and every

Announcement. It's all done for you. And here's what to look forward to, depending on when you're watching this video. 6, 5, 24. We're going to release cycle four for June and July, July and August. Okay? The next month we're going to release cycle five, which is September and October. The next two months we're going to release the next two months and so on and so on and so on. Okay? So depending on when you're watching this video, we might have already released some of these or all of these, or maybe you just caught us in the beginning. Either way, know that you'll have an entire year laid out for you so you don't have to worry about it. You could rest assured doing the things in your gym that you have an army behind you that is already tackling the next 60 days. So here's the next steps.

Watch the training. Watch the sections called Communication Channels and understanding the elements. Then you need to skip to the training on whatever specific month you're preparing for. If you're watching this in June, then look at the July and August training. If it's January, look at the February and March training and so on. Alright? Just dive into that specific calendar so that you're ready and prepped for when that comes up. Alright? Follow the system consistently and watch as your members stay for longer and longer, creating social media content for you. Testimonials and tour afterpics and driving referrals.

Setup( Communication Channel)

All right guys, let's go over the communication channels that are necessary for the 60 day lifetime value system. Alright, this system's going to have two main communication channels, a k, a ways to get word out to your members about what's happening. You have one, a private Facebook group, two in gym communication. Alright? First, if you don't have a private Facebook group set up yet, don't worry. In the next video, we're going to go over that in depth. It's going to be absolutely critical to get that set up. Second, you're going to need to set up your system for in gym communication. This isn't tech heavy at all. It's not going to use high level, it's not going to use automations. It's not even rarely going to use text message or email. It's old school, but it's extremely effective. You're going to need six things for this.

First, you're going to need two calendar dry erase boards, $27 each on Amazon. The links below this, or you can go to your local store and buy it for cheaper. Okay? Here's the key thing. We're going to get two calendar dry erase boards. One is going to be used for this month, one's going to be used for next month. So as you schedule out all of these different events and weeks and competitions and challenges, you're going to have a physical whiteboard somewhere that's very high traffic area, right in your lobby, right in your main workout area, somewhere where most of the eyeballs of your members are going to see these. Okay? If it's not there every day, it's not going to be real to them. Alright? The main person you want to communicate this to are the people that are actually coming to class. Okay?

Those are your cheerleaders. So I know it's old school. I know it might not be enticing to people. Maybe you have bad handwriting, maybe you're not super creative, but this is absolutely critical to get two of these whiteboards and then have yourself or have somebody else at the beginning of the month. Write all of it out. Use fancy colors, be fun, get creative, and make it look crazy so that anytime a member is walking into your gym, they see man, they have a bunch of stuff going on this month and oh look, even next month they have a bunch of stuff going on so that when one month is over, you can simply take that calendar off the wall, you can erase it, and then you can write all the stuff down for the next month. So at any given time, there's always this month and next month up on the wall full of events.

Second thing is a dry erase easel. This should be standing, this should be some kind of easel, so it's on the floor that you can move around. You want this to be, again, in a high traffic area in the lobby, and this is going to be updated weekly. So you have your calendar system where it's going to have the next 60 days laid out for somebody, but you also want to have a little bit more of a snippet of what's up and coming for the next seven days. What's right around the corner. They need to keep top of mind. You want to have that for that specific purpose. Alright? So you can grab that on Amazon for 50 bucks or again, I'm sure you can get it for cheaper at your local store. Alright? And the last thing you need are three clipboards. Alright? There's an Amazon link below for a six pack. For 11 bucks

I, there's three different purposes you need these clipboards for. And again, we're going old school, we're going physical, it's going to be in the gym. Alright? Super easy to use. Clipboard one is going to be for in-class announcements. Alright? So we're going to go into more depth in a future video, but you're going to have a physical clipboard in your workout space that you or your coaches, whoever's teaching class is going to get in the habit of looking at that clipboard before and after every single class that they do and physically say to the class the different announcements that are going on. Okay? That's going to be absolutely critical. Second thing is have a clipboard in the lobby for member referrals. This is going to be a critical step in the free class. Friday plays free cash, Friday plays. Again, we're going to go into more depth in a future video about that, but that's going to be critical to have on the wall somewhere in the lobby that if I'm a member and I want to refer, the easiest way for me to do that is to go on that clipboard, write their name down in the phone number, alright?

Super easy. It's not intuitive, it's just there in your face that nobody has to be tech savvy to do. And then third, have a clipboard at the front desk for members to sign up. There's going to be different events, different classes, different challenges that people are going to have to sign up for. And again, you want to make extremely easy and frictionless for them to sign up. No better way to do that than a pen and paper at the front desk where they go over there and they write their name down. Alright? So click on the Amazon links below, go to your local store to pick them up asap. All the events in the system won't matter if none of your members know about them.

Set up a fb group

All right, let's dive into the Facebook group setup. So before we get into the challenge itself, one thing that we're going to want to make sure that you have is a Facebook group because it makes it easier for you to be able to contact your clients, get their attention as well as your prospects. So here's what we're going to cover as we go through this. We're going to talk about why you need a Facebook group and then how to create one in this video. So everyone is fighting for your clients and prospect's attention. And the company that is able to capture more of it will win now and forever, as long as you're in business. And Facebook groups are a free and easy way to capture and maintain your client and prospect's attention. In a very busy world, we have, I know for myself and my gym, we use this.

I know countless gyms in our million dollar gyms and our most successful ones have groups where they manage the attention of their clients and they cultivate a better community within that group. So here's a couple stats that should make this decision very easy for you. If you don't have one already, there are 2.9, 2.09 billion daily active users on Facebook across this is worldwide, 2.09 billion. Most social platforms are trying to get to a billion total users, and Facebook has doubled that in daily active users. And here's a crazy stat for those of you in America, 70% of the total population of America is on Facebook. That's huge. That is massive. So you walk into a room, there's 10 people in the room, seven of 'em on average will be on Facebook. And the other thing is it's free. It's a part of everyone's everyday life. That is why having one group for both your clients and prospects is an incredibly effective way to build a stronger community and get free leads and referrals.

So I highly suggest it. Now, it takes work to maintain it, but I guarantee you it will not only help your business grow, but it will help your business, your clients, be able to have better access to more information, stay on top of stuff and help you capture their attention. So how do we create a Facebook group? Well, if you have no idea how to do this, let's walk through this real quick. You're going to log into your Facebook account and you're going to click the button with the nine dots, like the keypad looking thing. You're going to click on that. Then you're going to click the group under create. So you're going to go there, click group, and then you're going to pick your group name. You can choose your gym name. You can choose what you call your clients like. In the past, we've had a Facebook group called Gym Lords.

You can use that whatever identity you have, or you can go with something more broad, like whatever your city's name is, like our city here. Where I'm at currently is St. Augustine. It could be St. Augustine's Best Gym FitFam. It could be St. Augustine's Best Fitness Tips. It could be St. Augustine's Best Fitness Transformations. It could be like Mike Ferrera on our team, his is Glastonbury Kickboxing. FitFam. You can do a whole bunch of different things, but the biggest thing here is just choose a name that's going to attract number one, it's going to be easy to find and it's going to be easy for people to be able to understand what it's alright. Next, you're going to pick your privacy setting. Either option works, you can do public or private. It's really up to you. I prefer private personally because you want to get people

To join the group. So it's not a public group. So I personally prefer private like this one here. This is Glastonbury Kickboxing. FitFam. This is a private group. They have 2,500 members in here. That's a ton of members. They allow prospects and clients to be in this. So on the next step, you're going to create a group banner Pick. You can use Canva for this. So just go into Canva. They have templates already. You can just create one. You can use text, you can use pictures, you can use testimonials. I'm a big fan of using your logo and testimonials, but honestly, at the end of the day, it doesn't really matter because you don't want it to be crazy, salesy or anything like that. It's a group. It's for your group, so it doesn't have to be anything crazy. Then you're going to write your description.

Here's an example of a description that is on the Glastonbury Kickboxing FitFam page. So welcome to Glastonbury Kickboxing FitFam. Dig in our gym and want to say thank you. Add your local friends to this group. Again, asking for referrals. We believe strongly in building and uplifting, positive and inspiring community. We pride ourselves in our welcoming and supportive atmosphere where everyone feels like family. This is a place to get after your goals. Surround yourself with positive, inspiring people. Get support in a judgment-free environment. Receive motivational tips and tools. Hear from coaches, posts and live videos and so much more. Know somebody who wants to join the fam and rock out in class with us. Send them here to get a free class on us. So now you're automatically, again, you're giving them a free option. They can go to glass and bury kickboxing.com. You put your website in and they're asking for referrals as well as more referrals.

They get a free class, okay? So have that in your description. And now that you have a Facebook group and you've invited a couple people, you're set. If you didn't have one before, you'll use a red carpet challenge to get your clients into the group. So you'll look at the emails, you can adjust the emails if you need to, but you'll add your Facebook link into the emails, your Facebook group, link into the emails, and now you're going to use this to get all of your clients in there. And then from there, every new client and prospect should be added to this group. So if you're working them or doing anything, they get added to this group. And then encourage them to add their friends and family and all this stuff. And to get the most out of this group, just make sure you're consistently posting in the group and making sure that your members and prospects are kept up to date with what's happening in your facility.

If you've gone through our other trainings in the past and you looked at the additional resources in Mighty Networks and you've looked at things like the free, I think it's free Cash or Free Sweat Mondays or something like that, or Friday, sorry, the Free Cash Fridays, this is something that Mike Ferre and his team do. They do it inside their Facebook group every Friday. They go live and they give cash away to members who referred someone. So that's another reason why you can do it, and you can keep 'em up to date on exactly what's happening, what your challenges are going on, and it's just another channel that you can communicate with your clients on. So make sure you get this set up. It's a huge value add for you and your business and will help you grow. And the next one we'll talk about what is the red Carpet Ready six week challenge?

In-Class Announcements

All right guys. Let's talk about the in-class announcements for the 60 day LTV system. Below this video, there's going to be a link to a document that looks like this. Go ahead and click that link. It's going to prompt you to create your own copy. Go ahead and do that, and you're going to have this document in front of you. Alright, in-class announcements is probably the most important thing that you can do in this entire system. If your coaches are not clearly communicating to the members that are physically in your class about what's coming up tomorrow, the next day and the weekend, nobody's going to have any idea what's going on and nobody's going to sign up. Okay? You need to make sure whether it's yourself or another coach, every day, every class before class, and at the end of class is reviewing this document and saying the words they need to say to the members. It needs to be part of your culture. It needs to be absolutely checked on, spot checked and expected from every single one of your coaches.

The rule is to announce all the items on this two minutes before the start of class, and two minutes before the end of class. They're doing it twice because you know you're going to have some people that are trailing in late that missed the first announcements, and there's going to be a call to action. A lot of the times, oh, go sign up for this thing. Oh, put your name down on the clipboard for this. Oh, drop a referral here. You need to give that call to action at the end of class, right? Because their class is over. They're walking out, going past the lobby and going out the door. So if you have something at the lobby right before they exit of that thing to do, it's going to make it that much more effective. The coach says it, they take a couple steps and then they do the thing versus trying to remember 30 minutes, 45 minutes, 60 minutes after class to do the thing.

They're not going to, okay? So you got to preface it before class, and you have to have the call to action after class. Do it every class, every day, okay? Now, this document is going to have every single day, depending on when you're watching this video, every day, listed out for you of what the class announcement should be, and these are going to be tandem with the calendar that we're going to be going over. Okay? So for example, on a Friday, it's going to have new highlighted here. If it's a brand new announcement, we're close enough to the thing happening in the future that it's time to announce it, right? So it says new here when it's for the first time on this in class announcement sheet. For example, you have sweaty yourself, you sweepstakes here, and then you have the dates, you have chaos class, and then you have the date.

You have a call to action of sign up at the front desk. Free Clash Fridays. This is every Friday, had referrals on the clipboard. This is a very boiled down version you can absolutely add to this. I would encourage you to put in the specifics, put in anything that makes it unique, makes it special, that's specific to your gym, locations, times, anything else that you want the coach to announce. This is a great communication channel for you to add things into, okay? And it should be absolutely expected. The coach does this every single time. Now, if there is, for example, free cash Fridays, you're going to first announce it here, and then you're going to see

It probably for the next seven days or so on this schedule to announce, to get members to remember it's happening, it's happening, it's happening. Then it fades out a little bit, and then it's really sprinkled in there from this point forward. Alright? So I encourage you, you could either print this out and put it on the clipboard, or you can have this be your wire frame, and you can physically write it on the paper, on the clipboard for your coaches to seep it. Either way, this information in some capacity needs to be there every single day without fail. So the coaches get in the habit of saying the words.

Sunday morning Newspaper

Using HighLevel To Send Weekly Texts (Optional)

All right guys, so in this video we're going to go over high level and how to use high level as a tool to send the text messages in the 60 day LTV system to all your members on Sunday morning. Alright? Now, disclaimer here, if you already want to do it manually and you want to send out texts with your personal cell phone to all of your members, totally fine. If you have a way to automatically send texts to all of your members using maybe your gym CRM, outside of high level, that's totally fine too. Use the templates, send the texts every Sunday and you'll be perfect. If you have too many members that you don't want to send it manually or you don't have a way to automate it in a different CRM, then this video is for you. Okay? If you have another way to do it, you could totally skip this video.
Alright? If you want to use high level to send the messages, follow these steps. First thing you want to do is you want to export a list of your members from your CRM. Okay? If you only have a few members, you can do this manually if you'd like to, but either way, we're going to need a file that has the names, phone numbers, and emails of all of your active members, okay? If you're using a CRM, like push press, zen plan, or mindbody, they're all going to have self-help articles on how to find a report for all of your active members, be able to export them with the contact information. It's a pretty standard report. Either way you want to find that and then export it, okay? It's probably going to have a bunch of extra information so you can go ahead and take a little bit of time to clean it up.
Anything that's extra, if there's contact IDs or locations or addresses, you could just delete out those columns altogether. Just highlight the entire column, right click and then delete column. You want to have it look simple like this where it has either the first and last name together in a cell. That's fine. Where you have the full name in one block or you have it separated like this where it has first name and then it has last name. Want to make sure you have phone number that's nice and clean in all the same formats, and then email, that's all nice and clean as well. Okay? Once that's there, you want to make sure it's in a CSV file, okay? So you can either save it, like save as CSV or you can export it to CSV. Either way, make sure that there's a file on your computer that looks like this in a CSV file.
Make sure you save it on your computer in a place where you're going to be able to find it in about 30 seconds, and then we're going to go into high level. Alright? In high level, we're going to import this contact list and we're going to tell high level that all of these contacts are members. Now here's the thing, you should probably do this every single time you send a text on a Sunday, every Sunday morning, you should be updating this list with your active member list because in the next seven days, a couple people will leave and a couple people will sign up. So if you don't update this, then the same people that might have canceled a couple of days ago will also get the texts. It's not the worst thing in the world, but you definitely don't want to miss the brand new signups that you got.
Okay? So at a bare minimum, I would recommend every Sunday before this text goes out, running that report again with all the members and repeating these steps, importing that list into high level and tagging them all like we're going to here. That way all the new members will be included and anybody that cancels will also be included, and that's just going to be another way that they will see everything they're missing out on. You shouldn't be kicking them out of their Facebook group either, because again, they should see everything they're missing out on. So a lot of them will most likely reply stop after they cancel and they're getting those texts. But if people are still getting it and they're not replying stop and they're still reading it, there's a much higher chance they're going to actually resign up, which isn't a terrible thing. Okay?
So we're going to focus on just adding all the new members to this report and never taking anybody away. Okay? So once you have that report, we're going to go ahead and go into contacts. On the left hand side, we're going to hit this little up arrow that says import contacts, and then we're going to upload the file. So you can click that hyperlink and then you're going to find right here that you have a CSV file named whatever you'd want and saved wherever made sense for you. If you're having trouble and you can't click on it because maybe it's grayed out, that just means the file type that it is is not a CSV file and high level likes CSV files, so if you can't click on it, go back re-save it and make sure it's a CSV. You can double click on it and then you're going to see this little green outline.
That means it's good to go ahead and hit next. And then this is telling high level how to treat these pieces of information. So you have the column header. If you did have a column with the information, you have preview of like this is the information that was under each of these columns. So you're just telling high level, okay, this is a first name, this is the last name, this is phone number. This is an email. If high level happens to mislabel these, you can absolutely tell it, okay? This is not an email, it's a phone number. So you can go in and you can tell high level, okay, treat it as a phone number and then just double check that all of these pieces of information all makes sense From there, you go ahead. In next import name, since you will suggested to do this every week, I would probably leave that import name as is, so you can see the date and the time that you imported it Advanced. What do you want to do with contacts? You want to make sure that it's add new and update existing contact records. Here you want to find existing contact records based on email and click on this based on phone number. So it looks up both pieces of information and then we're going to tag them to
Member and then maybe put in a date you want to have it something unique. I would not recommend just member because we might use that in other places. So maybe member dash LTV. So that is going to be the tag. When you go to send this text, you're going to send it to everybody with this tag. So it doesn't have to be exactly that, but you're going to want to remember what you use as the tag.
And then we don't need to worry about this right now. Just go ahead and tag everybody that you're importing. I confirm that all contacts are consented to hear from us. There should be nobody in your high level that has not consented especially of the members, and then go ahead, hit submit. I'm not going to do that right now just because this is an example, but go ahead, hit submit, and then you're going to have all those contacts. Might take a couple minutes depending on how large of a list you have, but within five, 10 minutes, that should be done. Okay? If you ever want to check on the progress, you can go to bulk actions here and you can see what the name of that import was and if it's completed or not, or if it's in progress or if it has any kind of errors. You can see it all right here under bulk actions. Okay? Now, once that list is completed and all of those contacts are tagged and created, then you're going to want to create the text message, and this is extremely easy. Go into automations,
You,
You're going to create a workflow and you're going to create it from scratch. From here, you want to title it something that makes sense. For example, Sunday one 60 day LTV, and then all you're going to do is hit this little plus search SMS, and you're going to find that template of what is the text message you want to send. So here's a template. Here's template one. I'm going to take this, copy it and paste it right in this message box. Make sure that you adjust everything that's in parentheses and highlighted. So for example, member name, you're going to want to make this a custom value, okay? So you're going to remove member name, you're going to hit custom values. You're going to go into contact and add the first name. So this is telling high level to auto-Fill this code with whatever their first name is automatically, okay? And then gym owner name, obviously switch that out with your name and then make sure you include that link to the post or the Facebook group at a minimum there, okay? You want this text to be perfect, exactly how you want it to be sent.
Once that's done, you can save it. You can also include a picture if you want to. You can upload a file and add an attachment to send a picture with this text. Once that's done, go ahead and save that step and that it's really that simple, okay? From here, you want to make sure that you publish this, that it's published and then save it. Once that's done, you can just double check by going back and looking at the workflows. Again, it's probably going to be toward the bottom because you just recently added it, so it's probably going to be on the last page at the bottom of the page and you're going to see here it should be green and should be published and it should be ready to rock. Alright, so now high level has your contact list of all the members and has the text message ready to be sent. Now we just need to tell it to send it, okay? So only do this step. If you are ready to send the text, you can also schedule it out. Okay? So either I'm going to show you both options. You're going to go into contacts and you're going to search by filtering all the contacts with that tag.
So you're going to add the filter, you're going to search tag, and you're going to say, okay, I want everybody in the contacts list to be shown if they have a tag and then whatever you tag them. So remember, I think I did LTV. Now I didn't actually import the list, so I'm not going to see anything. But if you use the tag and that tag is the same, you should see it in the dropdown here. So you can go ahead and click that. Once you click that and you have that tag selected, go ahead and hit apply. And then once it's applied, you should have your entire member list visible here. So make sure that all of your members are listed here. Once you have all your members listed here and everybody who has that tag is visible, you're going to go ahead and hit select, which is the first, the top header checkbox, and then hit select all records.
That number select all records. That number should match your total members. Okay? That's everybody that's going to be sent the text. So you can double check and look through the list. Yes, yes, yes, yes, yes. That's everybody. Once all records are selected, you're going to enroll them in the campaign you just created. So hit add to automation. It's going to say, okay, we're going to be including everybody in this automation. Yes, what is the automation called? So you go ahead and search for whatever you titled that automation. Mine was Sunday one, and then this is where you can tell it how to send and how often to send and what time to send it. Do you want to do it all at once, which you can absolutely do. They would all be sent right now at this time to everybody at once. If you're at a newer account and maybe you have less than two weeks of text message, your account might get throttled back and you might have some undelivered texts.
So in order to be safe there, if this is the first time you're doing it and you're a pretty a new account and you don't have a lot of experience in sending texts, you can add to a drip mode. And this is just saying that every so often it'll send it to a batch of people. So you can title the action whatever you'd like to Sunday. One, again, when do you want the text to start sending you pick your date. How many do you want to be sent? Depending on how long your list is, if it's 500 names, you can say, I want to send 50 at a time and repeat it every one hour, then just do some math. It's going to take, if you have 500, it's going to take 10 hours to send everybody. So make sure you just think through, how big is my list? Slowly do I want to drip this, but if you have a couple hundred members and you have more than one to two weeks of text message history, you should be fine sending the text to everybody.
If you want to be safe, go ahead and do 50 or a hundred every hour or so. And then if you have a list that's very long and you need to spread it out over multiple days, then you can tell high level only. Send it on certain days and only send it between 8:00 AM and 8:00 PM. So fill all this out. And then when you hit add to automation, it's going to enroll all those contacts in that sequence, and it's going to follow the rules that you laid out, whether it's send it to everybody at once right now, or drip it over a certain amount of time. Okay? So go through that, add to automation, and then that text message will be sent out. Okay? So to recap the strategy here, you're going to repeat this you every Sunday you're going to pull your member list, you're going to tag them all, but after you import them, you're going to tag them all, and then you're going to enroll them in a new workflow with a new text message.
You should have a template, one text message and a template, two text message, and then just do that every Sunday, okay? You follow those steps. Every new member will be included, and every person that cancels a membership will also be included until they either opt out by replying stop, or you remove that tag. So I figured that would be simpler than having to go in every Sunday and remove manually all the people that canceled. Okay? So I just leave them in there, send them the text anyway, and then they can opt out whenever they want to. But you want to keep them as involved in the community, even if they leave as possible, so you have that much higher of a chance of having them re-sign up.

Free Cash Fridays / Referral Clip Boarrd

All right guys, it's getting into free cash Fridays. So what this is, is it's going to be done every single Friday without fail. It's going to be used a couple different ways, alright? During eight months, B months on challenge off challenge months, every Friday we're going to get this done. Alright? This is going to be a simple go live video done every Friday, preferably at the same time, maybe around noon, where you're going to go live in your Facebook group and you're going to announce everybody that referred somebody. Now, this might be a struggle in the beginning because maybe it's brand new, maybe your members don't know about it, but if you really promote this and you hype this up in class, in the text, in your Facebook group, especially for one week before it's scheduled out in the system, then you should get referrals for that first or maybe second or third week, alright?

Once that happens, and you can go live on the Facebook group and you say, Hey, 25 bucks to this person, Hey, 50 bucks to this person. It doesn't have to be much, but enough for you to talk about it. And what you're going to do is you're going to go live, you're going to tag that member in that post. So we get some recognition from the member and then we say that that member wants some money. They could do it a couple ways. You can either give them cash so it feels good, but it's a little bit inconvenient for you as a gym owner to have cash laying around the front desk. So we can also do, if you want to be a little bit more secure and a little bit more convenient, but it doesn't feel as good, is to send them an Amazon gift card.

Alright? You can email them an Amazon gift card and then you can actually see when they redeem it, and then sometimes they might not even redeem it. So you actually could luck out in couple of times. Being able to celebrate you gave them money and not actually ever happening to spend it because they never used it. So the way that the templates work is that first post zero is going to be that first post, and it's going to go in depth on what we're doing, why we're doing it, and how much we're going to give and what they need to do. The whole point of all of this is to basically tell the members that they can win free cash and how to do it. You should be relying on that physical clipboard in the lobby or the front desk to simply have members, if they have somebody top of mind, write their name down and write their phone number down, and then you or your team is responsible for looking at that list and contacting those leads and treating them like a lead from anywhere else.

Calling them, texting them, getting them in for a consultation and getting 'em sold should be a much easier schedule rate, show rate, and close rate from referrals because you already have a cheerleader there that's hagging them on, but still don't drop the ball and don't not work them as hard as anybody else. Then once you start getting some momentum, you go live, you can use some fake money, you can use some real money, you can use a money gun to grab some attention, and then every Friday you're going to go live and you're going to celebrate the members that referred. If there's one, if there's two worst case scenario that week you didn't have any referrals, you should still go live on a Friday and announce all the other a hundred different things that you have going on in the gym. Have your team get in the habit of going live every Friday, and even if they don't have anybody to celebrate, you're still reminding them in a live video that they can win X amount of money if they refer. But then also you have this thing today, you have this thing tomorrow, next week you have these things, so you're still going live announcing every single Friday.

Social Media Contest

Alright guys, let's go over the social media contests below. This video should have a link to this document. Alright, now this is just one example that I'm be showing you over the course of our releases as we build out this whole system. This is just going to be one of many versions of social media contests. Alright? Now, the whole point of all of these is to get your members to motivate your members to post on your behalf with doing something, and then tagging the gym to share the love of their hard work and to ultimately generate referrals and marketing for your gym. Alright, so here's an example. Sweaty Selfie Sweepstakes. This is going to be to enter for a chance to win some cash or prizes by taking a sweaty selfie. It could be in the gym, it could be outside of the gym, it could be an at-home workout, outside, during a hike, whatever.

And here is the post example. So brand new selfie sweepstakes starts today. Tag us in for, it doesn't have to be much cash, but enough to get them interested. And then pulling names. We have it defaulted to pulling a random name on Wednesday and then pulling your favorite on Saturday. But you should have multiple ways to win and not just the one that posts the most, but you should have some randomness in there too. So everybody feels like they have a chance to win. And then you need to remember to remind the client to tag them or check in to the gym so that your business is associated with that. So you get that promotion, alright? And then every day you're just going to share them. You're going to reshare them, you're going to call out that you love certain posts. And then on Wednesday, on Thursday, you're going to celebrate, here's our lucky winner.

You can go live in your Facebook group about it and then continue to share, continue to motivate and continue to do the in-class announcements to remind them that they can just get cash, find a couple posts, save them, post about them, share them. Your coach will be taking pictures as well after each class just to get members to force, members to get involved. That's in one of the in-class announcements. And then post six is to have that member, make sure you tag them in the post so that everything's linked together, and then congratulate them on winning X amount of money. And then include all of the honorable mentions. Okay? So this is just one of the many formats that we'll be releasing, but everything has the same framework of a social media post. Motivating them to do something by randomly raffling them to win either cash or prizes to drive referrals, to drive marketing to your gym.

Theme Week

All right guys, let's talk about theme week. So this week is typically the second week of a B month when you're doing not a challenge, okay? Theme week is going to be an entire week dedicated to members coming in, typically wearing something to class. And just like the social media contest, this is all going to be raffle based and prize based. No way to motivate like cash. So below this video, there's going to be a link to this document. This is going to be our template for all of the posts. You can see here in post zero, this is going to be templated. There's not going to be a specific theme. You can see here that the Color Wars picture is just an example here. This is going to be the one of many ways to run this theme week. You could do colors, you could do superheroes, you could do favorite movies, you could do holidays, summer themes, a bunch of different ones.

But they all follow the same framework where every day, Monday through Saturday, is dedicated to a specific theme where the members know, okay, tomorrow I have to wear this thing to get entered for a chance to win this prize. And then depending on your budget, depending on how much cash you have, how many members you have doing it, you can either pick prizes daily, you can give out small prizes, you can shout out on social media. But all in all, every day, every other day, maybe Wednesday or Saturday, you're selecting everybody that participated and you're entering them in for a chance to win a prize or some kind of cash, right? This is just going to keep things fresh. It's going to keep people interested in between when you have challenges and everything else you have going on. So you have the big announcement of here's the full schedule.

You should be announcing this in class. You should be updating your whiteboard easel in your lobby so they know exactly what they need to do to earn points. And then every day you're taking pictures of everybody that participated posting it on social media. You're shouting out everybody that's doing it. You're keeping tally on everybody that's participating. So when you pull a prize, you know who to select, right? So as long as you take pictures after every class, you should have a record of everybody that participated, and you can simply count or look at who did it the most, and then give them that prize and randomly select somebody for that prize, right? Wednesdays at a bare minimum, Wednesdays, you should randomly Slack a button, somebody that just happened to participate. And Saturday, you should do a big grand prize winner of the person that actually did it the most, right? So either way, you're celebrating the one that worked the hardest, but you're also celebrating the one that maybe was fearful or something happened where they couldn't do it. Okay? So you're going to post every day. You're going to shout out the winner. You're going to post, and you're going to take a bunch of pictures and then celebrate on that Saturday with that grand prize. I.