CoachBot Video Transcripts-37
The "Simple-Converts" Framework
All right guys. This is the first video if you planning on using your existing website. All right, it's called the Simple Converts Framework. Now, going to the checklist, this first section right here, follow the Simple Converts Framework. You want to click on that and open that up. Alright, this is what the document looks like. We're going to walk through this together. Now before we get started, very, very important point here. If you're not using one of our already proven high converting templates and you're using your existing website, here's the position you're probably going to be in the website that you're using. You probably spent a lot of money or a lot of time building it, and it's probably pretty extensive. There's probably tabs at the top or on the side that talk about your gym, your services, maybe a merchandise store, talks about your story and your history, how you got started.
Maybe a class schedule, maybe a signup for, maybe a portal for your members to edit their member information. There's going to be all these different paths that somebody can go through on the website, and that's great from a website perspective. But here's what's so important when it comes to a gym, the only thing that really matters at the end of the day is getting and keeping members. So the website, whether it's good for reputation and has a lot of information out there for people to read all about you, that website typically doesn't produce much, if anything at all. Okay? So what we're going to do through these steps is we're going to take your website, which I'm sure you like, but maybe is not producing a whole lot of leads for you. And we're going to deliberately make it simpler and at certain times, uglier in order for it to produce more leads.
Here's the strategy, the more paths that a lead can take, and the more questions they can have answered, the less they need to pursue you as a business. If they're curious about something, they read a little bit about you, and there's really no clear call to action or a place that they can opt in or next steps, they're going to read about you a little bit and then they're going to wander somewhere else or be redirected off the page. So we're going to simplify it. We're going to reduce all the different paths that they can go through, and we're going to make it act more as a landing page so that it's more likely if somebody lands on your website, they're going to follow one path that leads directly to opting in their information so that you can work them and get them in the doors because that's all that really matters.
And then once they're in your doors and they start building a relationship with you and your team, they start coming to classes, they see what you guys are all about, that's where the brand and the reputation really kicks in. So if we can make this website optimized for conversions alone, and then you internally and your team provide a fantastic experience, your brand's not going to get hurt at all, and you're going to get way more leads from your website. Alright? So as long as that's clear, as long as you're okay simplifying your website, then we're going to move forward. Now, I want to be clear too that it will be reversible. Okay? So the steps that we take here is, as you can see, this first step here is to duplicate your website. So almost all hosting platforms will be able to have your existing website and simply make a clone and a duplicate of that website so that you have two one's going to be published and one's going to be live and one's going to be not published.
And in draft. That one that's live is going to stay live and it's going to stay not touched, right? And that new one that's going to be a clone is the one that we're going to make all the changes on. So worst case scenario, we make all the changes and you either don't like it or it doesn't work. You can easily revert back to your existing website and no harm, no foul, you haven't lost anything. Okay? So that's going to be the most important thing. One, making sure you're okay with the steps that we're going to do moving forward, which is simplifying and making it uglier, four higher conversions, and two, duplicating your website before you make any changes so that if you ever need to go back, you can. Alright, so step one, we're going to remove all or most tabs, alright? We do not want to redirect away from the one main page that you have.
Alright? So that means removing the contact us page, removing the story page, removing the meet the team page, removing merchandise links. Unless there's something that is already proven to be highly producing, get rid of it. Okay? Do a full overhaul and simplify the page. Step two is add clear, bold buttons with a call to action claim. My free class now, okay, free class is the offer that we have found works the best for conversions, alright? It's different enough than the typical opt-in for your transformation program. If somebody didn't do that, that means they're not interested in weight loss or they're afraid of the commitment or they don't want to be transformed for whatever reason. So they're typically more of a gym goer or somebody that just wants to check out the vibes. And if that's the case, then a free class is exactly what they need.
Low commitment, low barrier entry to offer, and it'll resonate with that population that's not doing anything with you right now. Okay? Side note, you don't need to offer a free class, we'll get to that down the road, but the offer should be free class. So clear, bold buttons. You want buttons in multiple places along the page. A very clear offer is the button is very bold, that if somebody is interested in taking the next steps with you, they know exactly where to go. Okay? Multiple buttons per page, that all link to one popup or one page that will host the opt-in form. Alright? Step three at urgency and scarcity, where possible. Alright, so on that main page you're going to have countdowns timers, eight spots left, 20 vouchers available, anything that'll show that there's limited time and limited slots available for this offer. Okay? That's only going to drive up the pressure for somebody to actually opt in. Step four include a Google Maps image and address. Alright? So you want to make sure the address is very clear on your page and you want to use a Google Maps image. So really quickly, if I go to Google Maps and then say I search a gym,
This is what it's typically going to look like. As long as you're registered with Google Business Profiles, you're going to see something like this that's going to be linked, that has all your business information on it. If you don't see that, no worries, we're going to get to that down the road. But we found this works really well that if you zoom out and zoom out just far enough that you can see major highways and if somebody is unfamiliar with the area, they'll know exactly where that gym is. All you need to do is hover your mouse over the pin and you're going to have a little popup there and then take a screenshot. So control or shift four depending on macro pc and then simply screenshotting, something like that. Alright? And then what that looks like is this. So then this can be an image on your website and there's a bunch of things that this accomplishes.
One where you are two, your reputation, which is usually good. If it's not, I wouldn't recommend having it. Three, it looks like a real business. There's pictures, there's images, there's the address, there's the website, the phone number, the business of the hours of operation, all of this. And it's a lot more social proof that the business is legit, it exists and I'll be more likely to go there. Alright? So a pro tip there, you want to have that included on your main page next to your address. Alright? And then last step, you want to add a call now button to the top of the page. Alright? If somebody is unlikely to respond through text or they have a specific question or they're a very hot lead that wants to do something right now, you don't want to delay that. You want to have a path for them to act as quickly as possible.
And while opt-ins will cover the majority, there's going to be people or members that need to contact you sooner rather than later. So you want to have a very clear at the top of the page, right at the top of the header, a call now button that links directly to your business phone number, whether it's go high level or your business landline. Alright? So those are the five steps. Again, you're using your existing website, so you're on your own with the exactly how to do these steps. Reach out to the support or your IT person or the support on your website hosting page and they should be able to help you. There's how to help self-help articles and videos on most platforms. Now, common mistakes you should not do these one include links that redirect away from the website. Alright? So pulling from the website to YouTube or the website to your social media or the website to a merchandise store, all those are taking a portion of the leads that would've otherwise opted in with you.
We want to keep everybody on the website. That website is the last place people go. So we want everywhere else to redirect to the website and the website to keep the lead. Okay? Trying to be clever. If you're ever trying to be clever, it's usually confusing and you want to be clear instead of clever. Alright? Using stock photos. If you are a gym that uses stock, I would highly suggest putting in the work, hiring some people, gathering some members to take some custom pictures. Alright? It's worth, worth the pain of doing that. Same thing with testimonials. If you're just starting out or you don't have any testimonials, feel free to use fake, but it's usually pretty clear and the community is getting more and more sensitive to fake content. So gather real testimonials when you can. Do not use the word submit on a call to action button.
Use the thing they're actually claiming only having call to actions in one to two places. We need call to actions in multiple pages, multiple places. Every step where there's new information, there's going to be another call to action button, new information, another call to action button. And then last one, using video testimonials. While they are more emotional and you think they're higher quality, usually it's a distraction. People are watching a video, they're watching something, it's taking a long time, then they might be distracting and go somewhere else. So stick with photos, with written words if possible. Have an image of the person, have the words of their testimonial written out and then have that as an image. It's much faster for a lead to go through and scan and get the buy-in and read the testimonial and still be on that page to be able to opt in. Alright? Now to make things a little bit clearer and simpler for you to actually move forward with your existing website, here is an example of one of our templates that actually this is a live website of what it looks like.
So this is step-by-step. You have your main page and this is what the maid page looks like. So you can see at the top here the header, it has the logo, has the address claim, my free class pass now. And then button for calling next section. So this is all one page. You have your main description, you have a good picture here of friendly, happy people. You have transformation, which matches the ad. They must have seen scarcity and urgency, location. Down further, you have value stack. So what are you all about? Fitness, nutrition, accountability, some descriptions there of each call to action. Again, next one. So there's the Google Maps image offer, address, another call to action, how to get started. Checklist, another call to action testimonials. So you can see here images, you have the words, you have the person, you have the stars, another call to action.
And then at the bottom you have your privacy policy. Alright? Privacy policy you should already be using on your landing page for your paid ads. Alright? So I would just go on that landing page and grab that privacy policy that you would've already added in there and just use it for your website. Make sure that's in there. Once they opt into any of these buttons, they're going to go to an opt-in page. So this is only the second page that they get. This is what the website, this is what the opt-in page looks like. Very simple claim, your free class voucher. Now, value stack, opt-in form. All right? You can get fancy with it if you want. First name, last name, phone number, and email is really all that you need. And then they have here your fitness goals. Okay? So they want to know what your goal is, but they don't have it required.
And then claim your free class voucher again, doesn't say submit scarcity urgency again. And then more testimonials, more social proof. And then last, after they opt in, they get a third and final page, which is a thank you page offer claimed. Just tying everything together and summarizing. And then again, more testimonials. Some people look at the testimonials on the first page. Some people will go directly to opting in and then look at the testimonials. Some people will on that third and final page because there's something left to do. Look at the testimonials. So it's important to have it in all three places. Alright, and that's it. Alright, so again, there's no tabs at the top. You could see here, it doesn't redirect 'em anywhere. The only thing they can do is scroll down and keep reading the page or call or opt in. That's it.
So that's how you maximize conversions. Alright? Follow this framework, follow it to the best of your ability. Reach out to WordPress, Wix, Squarespace, any of the other ones for support on how to do this. If you're not sure, or if at this point you're overwhelmed and you don't think that you'll be able to accomplish this, then you can absolutely use one of our templates all. It's not too late. Or if you're just not bought into this at all and you want to use your existing website and not make any changes, totally fine, but just do not expect it to have high conversions or produce many leads. Alright, in the next video we're going to cover after you complete these steps, how to actually install that high level opt-in form so that anybody who opts into that page will be pulled directly into high level.
Opt-In Form
All right guys, this is the second step if you plan on using your existing website. Alright? This is going to be how to install the opt-in form from high level and embed it directly in your existing website so that all new leads that opt-in will be redirected directly into high level for you to have a much easier and simplified and organized way to work these leads. Alright, so first you're going to need to pull up your go high level account, make sure you're logged in and then you want to go to sites. And then at the top here, you're going to have forms. You want to go to Form Builder.
From here you're going to have what's called the website opt-in form. Alright? And here it's going to be a very, very simple form. That is a simple four fields, first name, last name, email, and phone number, and a button that says Claim my free class voucher. I won't get into it into detail, but if you do want to make any edits or add any more fields, if something's important to you or maybe you don't want email, you can definitely do that by clicking on this plus icon. And then there's all these fields here, address text, anything that you'd want to add in here, you can just drag over.
But to embed this into your website, all you need to do is hit Integrate at the top here. If you make any edits, make sure you hit save first and then integrate. And you're going to have different options of how you want it to act. Alright? Do you want it to be a sticky sidebar where it will stay stuck to the left hand side of your website? Even if you scroll, it'll stay there. Do you want it to slide in? Do you want it to be a popup or do you want it to be in line? Usually if you have an existing website, you're going to have all those buttons redirect to a second page, and then that second page is going to have a blank spot for your form to be embedded into. So if that's the case, then inline will be the best option for you.
If you want it to pop up, if you have your main page and then you don't want them to be redirected to another page, you just want another window to pop up when they click on claim, my free class, then you can have popup. Alright? Either way, pick whatever one you want and then just read through these options. Do you want it to be triggered after a certain amount of time and just have all these settings the same? If it's in line, you don't have to touch anything. Alright, two options here. So one form link. So this means that if they click on the button, it'll, there'll be redirected to a brand new website that is just going to host this link. Okay? If you want them to stay on your website, then I would highly recommend
Use the copy embed code. So you do that, it'll have a long code. So just to show you guys what it looks like, it's long, it's an iframe code. So what that means is in most places, there's going to be an option for you to pull up a section in your website that asks for a custom code that's going to be iframe format. Go ahead and just copy this embed code and then paste it into that section on your website. And as soon as you hit save, you should see this form as it looks right here on your website. It's really that easy. It's just copy and pasting the code. Alright? And then if you need to make any changes to how the form looks, any of the colors, if you want to change the color or any of the fields or the words, you could do all of that inside of high level.
And then when you save it, it will save it automatically on your website. Alright? So once you do that, every opt-in that goes on your website and fills out that form will be created automatically as a lead inside of high level. And in the future videos. When we get into the high level section, you're going to see where those leads go and what you need to do to work them. Where the pipeline is, where the calendar is, and all of those things where, but for right now, that's good to be able to get the leads directly into high level.
Choosing Your High-Converting Website Template
All right guys, so this is the first step if you have chosen to use one of our high converting website templates. So the first step here is simply choosing your website. We have four different templates to choose from, and it'll be completely your preference, which one you want. They've all been tested and they all convert really well. So it'll be totally up to which one you think is the most on-brand for yourself, and which one will take the least amount of work to customize to be in line with how you want it to look. Okay, now, before we get started in here, in high level, I want to be very clear that these websites are deliberately very simple and arguably ugly, and that's for a reason. A lot of the time, gym owners make a mistake of when they develop a website or create a website, they make it very complicated.
They put all this information out there, they have tabs like Meet Our Team, our History. They have a merchandise store that you can be redirected to. They have your social media pages, you have YouTube content, you have all these different things. That's great from an informational perspective, but actually terrible from a lead conversion standpoint. As a gym, the only thing that really matters at the end of the day is keeping leads, keeping members, and getting more members. That's it. The website should support getting more members. So the website's only job is to produce leads. So these templates are very deliberately simple, because if you think about it, the more paths, the more things that people have to interact with and to click on, the further they're going to get away from the main place you want 'em to go. It's hard to account for optimizations.
So if we have a simple page that everywhere they go goes to the same spot, which is opting in for a free class, then you're going to maximize those conversions. They're not going to be redirected elsewhere, they're not going to go anywhere else. They're going to stay exactly where you want them and have a straight line directly to providing information so that we can work them, get them in the doors, sell 'em, and keep them, right? So that's the point. So if we go into high level and we go into sites on the left hand side here, and then we hit the tab up top, it says websites. There's going to be four websites that you can choose from. They've all been tested. Again, totally just your preference. They all have different background colors, different layouts, but they all follow the same strategy, which is simple and multiple call to action buttons, enough reputation, enough, brand enough, buy-in and social proof to get people to take action, but not too much to get them distracted. So we can see the four here. The parentes is really what makes them different. A popup means that it utilizes a popup feature that when somebody clicks to claim their free class, it has a popup that has their information. Three pages is simply, they click on the class, they get redirected to a second
Page that has the opt-in, and then a third page that has a thank you page. And then these two are just a very, very simple version that is a light background. And then a simple version is a dark background. So if you want to preview these super easy, just click on them. And then all you need to do is on that first page, hit this little preview link button, and then it will open it up inside of high level for what it'll look like. Okay. So you can see here, it has a video background. It has certain sections. You can see there's no menu at the top, and we will take the next step in this video. The next step in this training portal is going to be how to customize this. So you're not going to be stuck with the color scheme, the videos, the pictures, or anything like that.
You'll be able to edit it, but definitely review all four and choose the one that's the closest to what you want, and then there'll be less steps to make it custom for yourself. Okay, so skim through this. They're all going to be the similar layout, but slightly different features and designs. You're going to see pictures and everything. You'll be able to edit all these pictures, and you'll be able to expand on the words, on and on and on all the way down to the bottom. And then you can click on the button and then you can see where does it get redirected to. So here you could see the form that'll be embedded directly into high level. So when they fill out this information, it'll be sent directly into high level. You're going to have all the testimonials and the before and after pictures that you'll be able to customize.
And then if you really want to go all the way through, you can opt in your information here, nothing's going to happen. And then hit the button and you'll be redirected to a thank you page. Alright? So you could follow those steps with all four templates and see which one you like, right? I won't go through all of 'em just for the sake of time, but that was the first one. Second one, similar. This simple one is a lot more stagnant and simple, a lot less movement. You don't have that background moving. So the simple is definitely going to be a lot easier to customize. So totally up to you. Again, you'll be able to make all these changes in edits. It'll be able to change the logo and the color and the images. So read through all of those. Go ahead and choose which one you want. And then in the next video, we're going to go through whatever one you pick, how to make your customizations to make it your own. I.
Customizing Your Template
All right, so you've chosen a high converting template already and now you're ready to customize. So getting into this video, you want to make sure that you already have prepared all the content that you want. So you've already gathered some custom images, you've maybe gathered some custom videos if you really want to use those custom before and after pictures, testimonials, any of the assets that you need to make the website your own, you should already have going into this. Alright? It's only going to make it that much easier for you to be able to upload as we go through this together. So at the end of watching this video, you've had everything customized. Alright, so opening up high level here, I'm not sure what template you chose, but I'm going to wait for it to load wrong spot here and here I'm going to choose one of these simple ones just to make it easier.
So I'm going to choose simple light and open that up. And here you can see the three pages. You have your homepage, which is going to have most of the information. You're going to have your second page, which is going to host the website, the lead form, and then the third page, which is going to be a thank you page after they submit the information, right? This first page is going to be the most work. Alright, and disclaimer here, this video is probably going to be the most complicated and the least straightforward because I don't know what you want to accomplish. I don't know where you want pictures, I don't know what you want to change. So I'm going to go through in simple steps of the bare minimum of just switching out pictures and how to edit some text and maybe some colors. But the more fancy you get, the harder it's going to be to make those changes, especially if you're not tech savvy.
So just take it with a grain of salt, do what you want to. I'll show you the foundation of how to do most things, but if you need more help, support is here for you. Or you could also Google it, look it up on YouTube. High level has fantastic support on YouTube with user uploaded content. Alright, so going into here, if you hit the little edit button and open it up, you're going to have the edited version of the website so you can see whatever I hover over any of these elements. It highlights it and it's pretty straightforward. All you need to do is just click on it and then it will open up the information. So for example, right here, this is going to be a logo. I'm going to want to change that out with my logo. So it's simply clicking on the logo. It's going to open up a bar on the left hand side. We just scroll down until we see image options. And then there's going to be an image right here.
If we click on this button, it's going to bring up your media library. If you've never used it before, it might be completely blank from here. If you want to upload a file from your computer, all you need to do is upload file here and then it's going to bring up your file, find the files that you want, and then import them into this library. And then these libraries you can use for the website content. Alright, so get them all uploaded and then if you want to use something, all you need to do is double click. Okay. So for example, if I double click this now, it's going to change it to that. And then you also have the height and the width. So if you want to make it bigger, you can put in more pixels and it'll make it bigger and it'll max out. Depending on the size, you can go a lot smaller with it, but if you try to go big, it'll just block off like that. Okay, next one, claim my free class. So you could just simply click on that. This is a button. As you could see here, element name is a button. If you want to change the background color, you can. If you want to change
The words text options down here, you can change what it says, right? If I remove this, it'll remove it there. And then button actions, you can see that it's going to go to the next page, which is the free class form. Okay? Address, pretty straightforward. Click on the address and then you're going to have, you'll be able to edit it right inside here. So if it's a headline or a text element and it's not like a button or something fancy, then right inside of here, you can delete this and then change the text right there. Jim, phone number. So here's another button, but here you can see it's a little bit different. If you scroll down, you can see that the button action here is not to be redirected to the second page. It's to actually call. So all you need to do with this phone number button here is just add your phone number, either your go high level number or your landline. And then when the lead clicks that button, it'll automatically load the phone number into their phone and they'll be able to call. If you want to switch out an image, same thing as the logo, just click on the image and then go to image options down here and just hit this little button. It'll open up your library and then you could double click on whatever image you want to replace it.
Then it's really just repeating those steps over and over again. So any of the text you want to change, if you want to change the colors, they're all right there. If you want to change this text, you can. If you want to change this, you can as well. You could change the colors, you can change the text, make sure they all match. I wouldn't get too crazy with actually deleting entire sections. That's where it's probably going to be best to just use another template. If you're making actual foundational changes, really just stick with the theme that we have for each section and just make it your own. Change out this picture. Change the colors. If you want to add in more pictures, definitely change out the before and after pictures with your own. And then here's the privacy policy. So you should already have a privacy policy that you're using on your landing page for your paid ads, which we call the sizzle page, which is the self scheduler from Facebook. And Instagram should already have terms and conditions and privacy policy in there. So just make sure that this link redirects to
Whatever document you're using for your privacy policy, okay? You're going to want to make sure that is on all three pages just to protect yourself legally. Once you've made all the changes and you're happy with how it looks up here, you can toggle between desktop and mobile. Go high level does a pretty decent job of automatically formatting for mobile, but you're going to want to just do a once over and double check. So it's going to be default to desktop, but as we know, most users are going to look at this on their cell phone. So if you click on this, then it's going to show what it'll look like on a cell phone. So again, all the customizations of changing pictures and colors and text will carry over. But if formatting wise, if you want to picture to look bigger or smaller, or as you could see here like this and this are a little bit too close together, you can pull those apart a little bit and then just make sure that nothing is super off.
Then you go back and forth and just make sure that they both look good. Once they're good, go ahead and hit save and then move on to the next page. Now I'll be very clear too, I'm not going to hit save, but when you do, this sidebar is going to come up. It's going to say SEO data. In the next video, we're going to go over how to edit all of this to make it your own. But for right now, just hit update, SEO meta and save it again, just so it actually saves. Alright, and then you want to rinse and repeat those steps on all the pages. So this dropdown right here is going to open up all three pages that we have. So once you've saved your first page, you can go ahead and open up the second page, and then this will be the opt-in form. And if you're using a different template, all the steps are going to be exactly the same. It's the same tool, the same platform for all four templates. So how to switch out your pictures and your colors and all of that will be very, very similar. Alright, so here you can see a placeholder for business name, edit that and change it to gym name.
Here's the form that we have embedded automatically for you guys. And then again, you can change the timer, switch out your before and after pictures, and then again, make sure you have that link for your privacy policy. And then third is the thank you page. So again, same steps,
Make it your own, make sure everything's on brand and follows the same theme as the first two. And this is just where they land as a final thank you for after they opt in their information. And then again, make sure your privacy policy is at the bottom of the page. Alright, now if you want to add in any additional elements, if there's any other pictures or anything, if maybe I want to add in three pictures here instead of two. This little plus icon here will open up elements and then you can actually drag any elements that you want to wherever you want. So if I wanted to add another image here, you can see an image element. If I take it and drag it over, I can add another image here. But the more you add, you're going to have to reformat to make sure that things are in line and they look okay and they're simple. So just take that with a grain of salt. You can add whatever you want to. You can remove whatever you want to, but once you start removing sections, things will start moving and it might get away from you a little bit. So just be aware of that.
Now that is everything as far as how to edit, take your time, change only what you need to, and then as you get more and more comfortable, you can get more and more fancy. In the next video we're going to go over how to edit your SEO data here.
Customizing Your SEO Meta Data
All right, in this video we're going to go over how to customize your SEO metadata inside of high level if you're using one of our high converting templates. So in high level, if you are using a template, you're going to be in here and you're going to be customizing it. You would have tried to save it. And then you'll get this automatic popup that says SEO metadata. If you already closed this out, just open up your template again, and then again, hit that icon of SEO metadata at the top here. This is going to be what comes up automatically from SEO. When this website populates on Google or any kind of search engine, it's going to be templated in default information. We want to be custom to you. So this is a preview of what it could look like. As you can see here, very generic and not on brand at all.
So let's open up content and then we're just going to go through, this is going to be super simple and we're just going to change everywhere that it's in caps, right? So city and state, we want to make sure we change that. So if I'm in Kingston, Pennsylvania, I'm going to change Kingston and then change my gym name to my gym name. Alright. There's rules here that if you get carried away, there is the limit to characters and we need to make sure that the characters are unique. Okay? Description. So this is going to be the more long description. We have most of this built out for you. But again, you want to switch out the city and the state, switch out your gym name, and if you want to add anything else here, feel free to keywords. So this is going to be keywords for SEO to link your website to where people are searching.
We have this already custom here. Gym. Gym near me. Fitness, fitness classes near me, fitness classes, fitness studio. You can totally add it. If you're a kickboxing facility or you're a boxing or MMA facility, feel free to add in any categories that you'd like to there. Author, put your gym name there. And then social image, we have blank, but if you want an image to appear here, if you have a nice picture of the outside of your building or the inside of your building or a group picture of all of your members or coaches, you can absolutely following the same rules as changing the pictures inside of the template. Just click on this button, it's going to open up your library. Go ahead and upload a file of whatever you'd like. And then once it's there, just double click on the picture. And then you can see here it's going to have a link, and then you can be able to see the preview right there. Okay. And then you don't have to worry about anything else right now unless you want to switch out the language. From there, you can hit update, SEO metadata, and then unfortunately, you will have to rinse and repeat that on every page. So once you do that on one, make sure you save that and then go into the second page.
Click on that icon. Again, it's going to be a little bit of a different variation, but you're still going to want to update the city state
Gym name and image as well. So you could see here SEO metadata, you're going to see slightly different. The description's going to be claiming your free class. Now it's a different page, but again, you can add those keywords if you've added anything extra, the gym name, and then you can keep the same social image if you'd like. Update that. And then again, one more time on the last page, again, slightly different. Change what you need to save that. And then your preview for SEO will be custom to your gym.
Website Pipeline
All right. Now let's get into high level. So let's go over your new pipeline called your Free Class Sales Pipeline directly for your website. Okay, so open up, high level, and then we want to go into opportunities on the left. From here, you might have a bunch of different pipelines. We want to find the one that's called Website Pipeline. From here I'm going to go through all of these stages so that you understand how to use this pipeline. Now disclaimer, in the next video we're going to go over all the different workflows that are associated with this and all the different automations, so the SMS campaigns, the voicemail drops, the calendar, all of those things we're going to get into later for this is going to be a high level overview of the pipeline itself. When a lead ops into the website, they're going to place automatically and directly into this new lead pipeline as you can see here.
Then the SMS campaigns will be triggered. The initial SMS, the free class voucher, the conversational follow up, we're going to be sending them text after text after text until they get a response. As soon as they respond, they're going to move automatically into hot leads. So you're going to know anybody that you should be working and paying attention to that It should be having as top priority is going to be in hot leads. Okay? From here you have the option to drop voicemails to them. Alright, so again, in the future video we're going to go over how to record that and how you need to do that. But this is going to be a feature that if this person hasn't responded or I called them, maybe they're on day two, day three and I'm not getting them, I can drop a voicemail automatically into their voicemail box. So once I set that up properly, all I need to do is drag them over to voicemail and boom, they're going to get a voicemail dropped automatically and then a couple seconds later they're going to get a follow-up text automatically. Then they're in there. Maybe I call 'em for a couple more days and then I want to leave them a second and different voicemail with a different text. I can then drop them over to voicemail too. It's going to send a different recording and follow up a couple seconds later with a different text message.
From there, that's going to be the lead nurture portion From that portion, the goal is going to be to get them on the calendar. So if they text or responds, if they answer your call, if they call you back from voicemail, you want to schedule them for a free class on the calendar. The calendar is going to be explained in a future video, but for right now you schedule 'em on the calendar. This lead will automatically move over once that appointment's created to free class scheduled. From there, it's going to automatically have a countdown that once that lead is 24 hours away from their appointment, it's going to move that lead into here reminding you that you're going to need to call to confirm that appointment. Alright? If somebody opts in, you schedule them from maybe four days out. Then three days later right before their
Appointment, you're going to get a notification that you need to confirm them. Then it's going to be your to-do that. Once you call them and say, Hey, just want to make sure you're good for tomorrow at five o'clock and you complete that step, then crossing off your to-do list is simply moving them from needs confirmation to confirmation attempted. So you or your team actually attempted to reach out to them from there. If they at any point say they want to cancel or they want to reschedule, it'll automatically move them into canceled and they will get text message sequences automatically asking them to reschedule. As soon as the appointment happens and we're at the time of the appointment and they haven't canceled yet, they'll automatically move into unmarked appointments. This is your to-do to update the appointment with what the outcome was, right? So as soon as the appointment is completed, it'll move here and then you'll be able to update them that if they no showed, move them to no-show and we'll start another sequence that they no-showed.
If they showed and you sold them, put them here and if they showed and you lost them and you didn't sell them, then put them here. If at any point along the way somebody is being disrespectful saying, take me off your list, say, I don't ever want to hear from you guys again. You can move them over to Disqualified or DND. Even if they show and for whatever reason you or your team needs to disqualify them because they were not an actual lead, then you can move them into disqualified. It will DND, the contact. So they do not get any more texts or calls ever again, or you can move them inactive, which means it's a lot gentler saying that, let's remove you from all workflows right now, but we're not going to DND you. So if we are going to reactivate you or send another text or call at a future date, we can.
Okay? So very clear distinction there. This stage, if you move anybody there, they will never be reached out to by high level ever again. It's irreversible. This one. Let's pause everything for now, but in the future if we want to reactivate them, then we still have the option to do so. Alright, so those are all the stages. In the next video we're going to walk through the automation so you can customize and make sure all the texts that are being sent out are appropriate and customized to yourself, and you can understand how this all works.
Custom Free Class Voucher
All right, next we're going to customize your free class voucher. Alright, so what this means is, in high level, when somebody opts in from your website to claim their free class voucher, the first text that's going to be sent from high level automatically is going to have an attachment of the free class voucher. It's going to make it that much more real immediately that they have gotten this voucher and they can redeem it. Okay? So we want to make sure that voucher is on brand to you. It's customized, it looks good, you feel good about it because every lead is going to get this and it's going to be the main driving factor for them to actually take action, schedule a time with you and show up, or even just walk in. So you want to open up that checklist that you hopefully should have been using through all these videos.
And there's going to be a section about halfway through the first page that says high level, and it's going to say customize your free class voucher. There's going to be a link in this document. There's also going to be that same link below this video where you can open up the templates. Now we have quite literally over 50 templates that you can choose from. Alright? So you can take, just like you do with the website templates, take the one that's the closest to on-brand to make it as easy for yourself to make as few changes as possible so that you can use that. Alright? We do have a broken up into categories. So we have design one, design two, and design three, and then we have broken up into model. So if your kickboxing facility, then you can choose from these CrossFit, generic yoga, et cetera.
So if you're cut kickboxing gym, go ahead and open up this link. Look at that for Design one. If you don't like that, open up Design two under kickboxing and then Design 300 kickboxing. And just to show you an example, we've used Canva to create all the templates. All right? So when you use the template, you're going to have to be logged in to Canva. It's free, register an account through wherever, and then it's going to import those as templates that you can edit it directly inside of Canva. Alright? So you can see here it says Glass and break cake, boxing as a placeholder. Change this to the name of your gym. So really just look through these images, see what you like. You can change the font, you can change the colors, you can change whatever you'd like to. As you can see, they're all the same format, different images, and then the same thing that if you want to look at another one, it's going to be import it. And then again, same colors and placement, different image. Alright? So go ahead and pick whichever one you want. Once you like that one, you can export it as an actual PNG or JPEG file, and then that'll be ready on your computer for the next video. When we go through and we customize all the SMS campaigns, you'll be able to include your custom voucher in that first text to make the schedule rate and show rate that much better. I.
SMS Automations
All right, so this is going to be how to customize your SMS automation. So all the texts that go out when a lead ops in from the initial text to the follow-up text to the appointment reminder text for the free class, all of those, we want to make sure that you review them, they're on brand, they're custom to you. You turn off what you don't want, you turn on what you do want. You include any attachments just so you can feel good that when a lead ops in, they're being taken care of and where you take as much of the work off your plate as possible. Alright, so open up, high level, navigate to automations and then you want to find the folder called free class workflows, right? If you have a bunch, like I'm sure you do in the search bar, just put in free class workflows and you're going to see two there.
One's going to be extra tools. Don't worry about that. You want to click on the one that's simply free class workflows. From here, there's going to be quite a bit of automations. There's actually going to be two pages, but we're not going to go through all of them. The ones that are already published are the ones you don't need to worry about. They're published, they're not going to do anything until you actually publish your website. They're just going to sit dormant and then they will start when we get our first lead. But the ones that are in draft are the ones that you're going to need to look through, customize and then turn on if you want them to be active. So we're going to start with this first one here. Initial auto confirmation. This is where we're going to add the custom voucher. So you haven't done that yet.
Below this video as well, there's going to be a link to the 50 plus custom vouchers that we have that you can customize, export, and then use for this step right here. As soon as somebody opts into the website, they're going to be getting this text. Similar to the automation for the paid ads, slightly different confirmation from it's going to have your gym name information's been received, somebody's going to reach out as after your business hours. This text will go out 24 7 depending when they opt in. So if they opt in at midnight, they'll get it right at midnight. It's framed as obviously an automatic text and then it says, get you scheduled for your first class reply, why this is the best number to reach you. So it gets that positive intent early. And then we want to add an attachment. So this is where we're going to hit the screen button.
It's going to open up the files for your computer and you're going to want to pick the file of the custom voucher that you just created from there, if you want to test it and see what it looks like before a lead gets it, you absolutely can, can put in your phone number, make sure you add a plus one if you're in the US or whatever your country code is. You need to add a plus, put in your phone number, send a text that in a minute or so you'll get a text and it'll look exactly like it will look for a lead. So as long as that looks good, you can make any edits you want to here as well. Save it. And then you can as you go through, publish these. Again, like I said, even though they're published, they're not going to do anything until we actually get our first lead on the website. And the website is not live yet and will not go live until
The final steps of this training. But it's going to be crucial that you remember to publish these workflows. So you can either edit them all and then publish them right before, or it will be safer just to publish them as you go through so that if it's published, you know, already looked at it and if it's in draft, you need to look at it. So that's the initial text. This one we have the conversational follow up. So this is the long text. It's actually an exact replica of the paid ads. So you can go through this and you can see, okay, these texts are going to be sent during business hours and they're going to be sent 12 minutes after that first text. And then it's going to wait, it's going to send another one, it's going to wait, it's going to send another one.
So about two a day for the first seven days. So feel free to go through these, edit these however you'd like. I deliberately did not remind them of a free class just in case you guys aren't offering that. I don't want to remind the lead what they opted into In a future video. When we get to the sales, you guys will be able to choose between actually doing a free class with your lead or just having them come in for a consultation. So we'll get to that when we get to that. But for right now, it's going to be your choice, what kind of text you want to send to the lead. Alright? If you want to keep it as is, totally fine, you don't actually have to change anything. You can just publish it or you can go through and you can customize it.
You can include the free class, you can change whatever you'd like to see if you get better results. Alright? So again, once you customize all that, go ahead and publish that one. Now these are going to be the voicemail stages. So just like I went over in the pipeline, these are going to be the automatic voicemail drops and the follow-up text. So this is where voicemail right here, it's going to wait 10 seconds after you change the stage. And then this MP three file is going to be what drops in the voicemail box of whoever the lead is, right? So you can simply Google the free MP three recorder and you can use whatever platform you want to. There's a lot of free out there. You could use an app on your phone, do a very generic voicemail, don't say the lead's name because then that lead's name will be included in every lead.
So keep it very generic. Don't say the lead's name, don't say the time of the appointment and make sure that you just say who you are while you're calling, and for them to either respond through text or give you a call back. You want to record that, upload it here again, save the file to your computer and then find that file here, upload. And then two minutes later it's going to send this text, Hey, try to call you. When's better to connect here tomorrow. This is a really good text. It's very to the point, very simple, and it does a pretty good job getting a response. And then you're going to rinse and repeat that same step
For stage two. So this is a way for you to have a slightly different version of the voicemail and the text so that if you're dropping leads from one pipeline to the other or the one stage to the other, you can go back and forth and it's not going to be the same text and the same voicemail over and over again. It's going to be a variation, it's going to make it seem real. So again, right here you can upload another file with a different recording, slightly different. Maybe saying something like, Hey, I tried to give you a call before I didn't hear from you, so I thought I'd give you a call again, something like that. And then say to call or text back. And then here is again, different variation drops the lead name, Hey, try to call you. Is morning or evening better for you to connect?
So same thing, different way. Once that's done, you can publish that as well. Then we can cruise right down to, there's a cancellation work automations, and then there's a no-show automation. Okay? So again, you can go through these texts and you can make sure they're on brand and that it says what you want it to say. The cancellation is actually two different versions. So just like the voicemail, if somebody cancels once and then you get them back on the books and they cancel again, they're going to get a different version of that campaign because we know if somebody proactively cancels, they're more likely to schedule and show because they were that respectful to at least tell you that they weren't coming. A no-show is less likely to schedule again. So we want to be that much more caring with a cancellation. So again, you can go through all these, don't worry about the wait steps and don't worry about the tags.
Just anywhere it says SMS, you can click on it, you can read the text, and then if you like it or you want to edit it, you can and then you can save. Alright? Once you save that, you can publish it. And then for the sake of making this video as short as possible, same thing for the No-show. Go in there, change the text messages and make sure they're on with what you want. Then the majority of these workflows in the second page are all published already. You can see here there's going to be notifications that are automatically included. So when an appointment is scheduled on the calendar, you're going to get a text message notification automatically saying the appointment's been scheduled.
If a confirmation is due that it's 24 hours before an appointment, then you'll get a notification there as well. When there's a new lead, a new lead that opts into the website, you'll get a notification and then if somebody cancels the appointment, you'll get a notification. So these four are all notifications that are automatically on. If any of those will annoy you or you're going to ignore them or you don't think it's worth having them on, by all means, just hit the three dots here and draft the workflow and you won't get them. And then last and final simple free class reminder campaign. So this is going to be when somebody lands on the schedule, if you've already booked them for a free class, this is going to be a very simple version of the appointment reminders.
It's going to have the Google Maps image in here. It's going to have where and directions. If you're not using any of these custom values, if you've never put in a directions link for the custom value, then I would recommend just deleting that. If you're unsure, I would recommend sending a text to yourself. And if these are not auto-filled, then you're not using them and you need to delete them. Alright? The appointment start time is always going to be not auto-filled because if you're sending a test to yourself, you didn't schedule an appointment, so it's not going to know what the appointment time is. But for these, send a test and if they auto-fill, you're using them. If they're not, then delete them.
And then you can add a Google Maps image just like we did for the website in this text message to make it that much easier for the lead to find you. Then we have a 24 hour reminder, and then we have a show magnet. So this is going to be the 24 hours before. This is going to be your ethical bribe as we called it before, or show magnet. So if you do free T-shirts, if do free water bottles, if gift cards, you can customize this free T-shirt with whatever you use. And then you can take a picture and have that picture be included in here as well. And then about an hour before the appointment parking lot image. So here's custom value locations blurb and gym address. So again, if you're unsure if you're using these, send a text to yourself and if they don't auto-fill, I would just recommend deleting them out. And then if you want to add an image of the parking lot of the outside of the building to make it that much easier for the leads to know what the building looks like, then absolutely add that in and save it. So that'll be automatic when an appointment hits the calendar of the free class. Once that's all done, make sure that all of these are published that you want to be published. Make sure they're all customized and you've reviewed them all and then you are ready to go to the next step.