44:17Análisis del proceso de entrega de servicio (fulfillment) que permite vender consultoría de alto valor por más de 20,000 dólares.
So, we're going to go over the second presentation. This is going to be all about scaling. To basically break it down, this definition of scaling is all about doing activities that have the least amount of work for the most result. That, that is the definition of scaling. Because the truth is there are millions of things you can do to scale. Millions, right?
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So, we're going to go over the second presentation. This is going to be all about scaling. To basically break it down, this definition of scaling is all about doing activities that have the least amount of work for the most result. That, that is the definition of scaling. Because the truth is there are millions of things you can do to scale. Millions, right? You can film better content, you can run more ads, you can do affiliate marketing, you can set up a referral system, but there's one thing that beats everything else that will make you the most amount of money, and it's increasing your prices. It's increasing your prices, okay? In the last six months, I've basically been able to go from charging $3,000 to charging over $20,000 for my consulting services. And as you guys can see, these are a few payments that we've got. We've hit a 30k day, and the reason why is because if you can have better fulfillment, you will increase client LTV which will make scaling 10x easier. It is the one lever you can pull that requires the least amount of work that will lead to the most amount of result. And so, your question you should always be asking in your head is how can I charge more? How can I charge more? And that should be the main question you're asking yourself. And so, I want to put this in, put this in real use, okay? A lot of you guys are charging around $4,000 right here. $4,000. Let's say you book 30 calls, you close 10 deals, your upfront assuming that you collect half, is around $20,000, and your cash collected after six months is around $40,000. That's not bad, right? A lot of you are charging around 4k, and your question is: How can I charge more? On the other hand, my average LTV is around 16k right now, so we've calculated this across the board. Out of the 60 clients that we've dealt with, average LTV's 16k. Let's say we booked the exact same amount of calls, the exact same amount of closed deals. The upfront is only twice. It's only double. $40,000, right? Assuming that it's half. But the cash collected after six months is $160,000 compared to $40,000. You may not see the return immediately, but in a six-month time span or a year time span, it'll be the biggest difference in the world. You know, with the same amount of input to book in the call, to close the sale, and all of this, we are profiting 4x the person that's, has a average LTV of 4k. So, I'll be going over the basically the two things that I focused on in order to charge over $20,000 for my services, and the goal of this presentation is to get you to add an extra 2k on top of your current offer. So, let's say you're charging 6k, how can we charge 8k? Let's say you're charging 10k, how can we charge 12k? You know, how can we charge more and bump up that price? And the two things I'm going to cover: the first one is marketing strategy to attract higher-ticket clients, and the second one is the complete fulfillment system in order to actually deliver results so that you can charge this amount, okay? So, here's what you'll be able to experience when you charge more: First of all, you make more money obviously, you get more profit. It's pretty simple. You attract higher quality clients. There's a, there's a saying when it comes to like dealing with actual service-based businesses: The person that pays $500 is going to be 100 times more hard to fulfill than the person that pays $10,000. Every single fucking time. Because the person that pays $10,000 understands that your time is valuable. You know, I've hopped on a few 1-on-1 calls where before I even start talking, these guys are thanking me for their time. And I knew I was doing the right thing when I hopped on a client call, and the guy was just like, "Dude, thank you so much, man. You, you're hopping on a 1-on-1 with me." And I'm like, "Bro, you paid for this." Like, what do you mean, you know? Like, you literally paid for this. And so, so many times, like, it's just the quality of client that you attract when you charge a higher ticket is just ridiculously, it's so much better, okay? And then the third one is spending more on talent and ad. Okay? So, before I even dive into that, I want to touch on this point: If you're making 4x what your competitors are making, you can outspend them in every aspect. You can hire better closers, you can hire better setters, you can hire better editors, you can hire better people to fulfill for your clients. Every aspect of the business, you can basically just outspend your competitors to attract better talent. And at this point, you guys probably know how important talent is. That's the main driver of scaling, you know, of growth. And so, now we're going to go into the marketing strategy. I basically found out, let me just stop telling people what I can do for them, and let me just start showing it. And so, what we did was, my number one priority these past six months have been to make the best product, provide the most account, provide the most accountability, and get the most case studies. Accountability: basically we're tracking every single client and holding them accountable even if it's their fault. Even if it's their fault and even if they paid us tens of thousands of dollars, we're going to still hold you accountable because you paid us. And so, we came up with accountability bot. You guys, some of you guys are using it, right? Which is great. One thing we also do, that you guys, if you guys want to charge more, these are things that you can do to actually increase your client results, we're tracking each client and the amount of calls they attended and the amount of calls they missed. And at the end of every single week, we come together, all our coaches, and we pinpoint the person that joins the most group calls and we give them more 1-on-1 support. Because we know that that person is way more likely to succeed than the person that joined zero. Correct? That's what it is. We also track how many times you post on social media. So, if we tell you to post a YouTube video once every five days and you post once every two weeks, we know that our time is not best spent with you. We know that our time is best spent with someone that actually listens and does post once every five days. We track all of this, right? This is especially important for you guys, especially if you launched a "done-with-you." Because the most important thing in marketing, especially in a sophisticated market, is proof. How can you show more? That's the most important thing. And so, the ultimate goal and the, the only way that you charge more, charge 10, 20, 30, 10, 20, 30k, is you have a fuckton of case studies. You have so much proof that it's undeniable that they, they need to work with you. That is the best way, okay? And here's what every single one of you told me: "Compared to previous programs, you're so much better in every aspect." Um, and it's not even close, right? I've worked so hard on the fulfillment. Some programs you guys have joined, I'm not going to name any names, but there's absolutely no community. There's no group calls. It's just outdated video modules. They throw you some videos and they throw you a CSM, and they call it a day. And their entire focus is all marketing, no fulfillment. It works. That model works, but I promise you it's short term. And eventually, the people that get burned by those people will eventually band up together and all kind of start this whole crazy like, you know, social media rant. I'm sure you guys have heard about, I'm not going to say his name, but there's a lot of, a lot of shit going on about that guy, right? Um, it's, it's not, it's not, like that's going to happen, and so eventually, the truth will always come out. If you guys have a bad product, it will come out. Because enough people are going to know about it to where, you know, like, they, they're just not going to, they're just not going to fall for your marketing anymore, right? And so, what this does is it creates a marketing moat. Because nobody else is focused on fulfillment, everyone's focused on the marketing, right? Everyone's focused on the marketing. If you double down on the fulfillment, you're going to have a moat that people can't replicate. Because if people want to charge the same amount as you, they don't have hundreds of case studies that they can leverage, so they can't charge as much as you, right? On our sales calls, what we do is we just literally show the wins chat, and because it's so up-to-date, people are just like, "Oh my goodness, like, I've never seen anything like this." And it's because of the fulfillment, right? So, people can't fake testimonials, which is why you focus on it. And while your competition focuses on the next paid ad that they're going to run, the next story sequence, the new funnel, they fail to understand that eventually marketing runs out and people will always go to the person with the most proof, the most data, and the most testimonials. If you understand this right now, it'll pay off for you so much in a year time span, I can't stress this enough. And especially in a market where everyone is getting more sophisticated, it's being, it's getting harder to sell, this is the way you stand out. It's the number one way you stand out, okay? Last month, we did a record $224k a month. We posted six client interviews that no one knew about. Six client interviews, and it's not a coincidence, right? So, this is the five stages of awareness, I want you guys to understand this chart. There's Unaware, there's Problem Aware, there's Solution Aware, Product Aware, and Most Aware. Unaware is that they're basically unaware of their desire, I wouldn't even focu- I wouldn't even focus on this, not, not of you guys are at this point yet. Problem Aware is that they know if they have a problem to solve, but they aren't aware of any specific solutions. Again, this doesn't apply to most of you. Solution Aware: they know there is a solution to their problem, but they don't know any specific products to solve it. Majority of your clients are in this boat, right? Uh, Product Aware as well, um, they know your products exist, but aren't completely aware of all it does, and they aren't convinced of how well it does. How well it actually helps them. Now, if you are dealing with a sophisticated market, 70% of your prospects get stuck here. 70%. They know you have a product, they know you have a solution, but they just don't know if it can help them. And then we got the Most Aware: they know of your product, and they know what it does, but they haven't gotten around to purchasing it yet. Your goal is to take people from Product Aware to Most Aware. That is your goal. And a lot of you are too concerned with focusing on the unaware people and the problem aware people, but the problem with that is that there's too many stages to go through. And too many of you forget that these guys are one step away from buying your service, that you don't focus on them. You don't show them what they can actually do, right? Too many of you guys are trying to just focus on the unaware people, but it's like that buying process is just extremely long, and so if you focus on the people that are closest to buying your service, that's when you make the most amount of money, and that's what we did in, in, in September. Client interviews are the number one sales asset in 2025 because what it does is it pushes people from Product Aware to Most Aware. That's what it does. I can basically just point out that every single one of you don't film enough client interviews. You guys have dealt with dozens of clients, have amazing case studies, amazing testimonials, but none of you guys are actually focused on showing that, right? And so, what we did was we just started showing it. I was like, let, let me just stop telling people what I can do, let me just start showing people what I can do. And so, we created this, and keep in mind these don't get crazy views. We got 3,000 views here, 4,000, 300, 1.8k, 500, 1.7, nothing crazy, right? And we just posted a ridiculous amount of client interviews. And that's when we made the money. That's when we made the most amount of cash, that's when we hit the record month, and it wasn't a coincidence, okay? The reason why I love client retreats, in-person meetups, is because I get to sit down with the client, celebrate their success, they get to tell their story and how it feels to actually make this amount of money. And for a lot of people, that's what people want. Nobody actually wants the outcome, everybody wants the outc- the resul- the, the feelings that are associated with the outcome. If you make 100k a month today, your lifestyle would not change. The only thing that would change is your feelings, how, how much better you feel about yourself. Because every single one of you are high achievers, you want to achieve your potential. The only thing that changes is your perception of yourself. You won't live a different lifestyle. A lot of you are already living your dream lifestyle. You're traveling whenever you want, you have nice clothes, you have a car, you have a nice apartment. Nothing changes. But it's the perception of yourself that changes, it's the feeling of success and feeling of fulfillment that changes, okay? So, that's what you show. But here's the problem: client interviews are fucking boring, nobody wants to watch them. Uh, it feels like a sales pitch, right? And very, very few people actually want to watch them, so here's how to make them compelling: You don't position it as a client interview. You don't position it as a client interview. You position it as: "Here's what he did differently to allow him to scale." They should not know it's a client interview until halfway in the video, and that's when they're already trapped, you know? Like, they should not know that it's a client interview, straight up, okay? Um, this is the title that worked really well for us: "He makes 137k a month with his consulting business, here's how." This looks like a podcast, if anything. It doesn't feel like a interview, that's how you want to position it as. Because the moment that you guys get these people to click, it's wraps, if they watch this video, they are so nurtured. And here's what you want to talk about: You want to talk about how he felt, you want to talk about the dream, and you want to talk about the transformation. That's what you want to talk about. And here's the structure that you'll follow: You need to have a hook that has a desired outcome that these people want. And so, in my scenario, it was 137k a month consulting business. For you guys, it may be how he generated millions of views, right? Um, for someone like Issin or Leo, you guys are selling sales coaching, it could be how this guy made 20k a month in two months of trying online sales, right? It has to spark curiosity and you have to have the desired outcome to spark that curiosity. Example would be: "How he built 113k a month consulting business and became an industry leader." Hyper-specific. If you are, you know, making around 30-50k a month, you're thinking to, in your head, "I want to be an industry leader. How can I become that? How can I do more?" right? That's what you're thinking. And then the middle is the emotional payoff and the why behind it all. That's what you want to start with. Before you even dive into a client interview and ask him how, how it was like working with you, ask him: "How does it feel?" Because that's what people care about. Nobody gives a shit that you scaled him. But everyone gives a shit about how the person feels, and everyone wants to feel that way as well, right? And so, the end is when you talk about the product. You don't talk about your product in the beginning or the middle, you talk about it at the end. And then you ask what he'd say to someone on the fence. So, this is the exact questions that I have in my phone or my laptop, depending on what I have. You guys can take a screenshot or a photo if you want. This is what I use. It's extremely intentional in the way that I designed it, and essentially, it focuses on problems, or how it feels, on feelings and emotion at the start, and then it goes into, you know, like, "What was your first impression?" all that type of stuff, okay? That's what you guys do and it should have, it shouldn't be like a script. The first thing I say is: fucking free flow, you know? Like, it, it shouldn't feel like you're asking a question and then he's getting an answer and then like, no, it should feel like a conversation. The best client interviews are the ones that feel like a podcast, right? So, this is just a framework you can follow that'll help you guys out. Another thing that I want to say is setting the expectation is much more important than getting the client the result. And what I will say is like when, this is a onboarding trick for you guys. There's clients that have joined me that have went from 5k to over $20,000-$30,000 a month. And their goal, or what they thought they could achieve, was 50k a month. And they were extremely unhappy. They were extremely unhappy, even though that we four, five, six x their business, they achieved record months, they're extremely unhappy, and I was like, "Okay, I did everything that we could to help this person scale, and this guy achieved, still a great case study, I mean he still 5x the business, why is he not happy?" The problem was I set the expectation wrong. He thought that was the norm, and even though that was, you know, like a, a good result, four, five xing your business should not be the norm, you know? And then I had this other person, I set the expectation the right way, he went from 5k to 7k or 5k to 10k, right? And, you know, it was only his first month in his program, and then we asked him like, "Are you happy with the program so far?" He's like, "Dude, I fucking love it." The guy made an extra 5k, right? He made an extra 5k, but he was so happy, and the reason why is because we set the expectation right. A lot of you are promising the world, and there's no pro- there's no fulfillment that can actually deliver on that at scale. So, the one thing that I recommend you guys to do is just dial back your expectation setting and get your clients to set the expectation for themselves. Do not set it for them. And so, if you realize we don't sell with a guarantee. We don't sell with a result, we don't say that we can take you to 50k a month or 100k a month. We've helped people get to that point, but when you join, you get to decide what result you get. That's the most important thing when it comes to fulfillment. It's never about the results, it's about setting the expectation, okay? So, most coaches focus on the new marketing strategies, better VSLs, more paid ads. I focus on higher conviction, better fulfillment, and more proof. And everything good comes from charging more, right? That's why fulfillment is key, and so, fulfillment: Why should you focus on fulfillment? I mean, I shouldn't really have to convince you guys, but here are a few reasons: You get more case studies, and you imagine like your prospect coming across your page, if he can look at over 100 client interviews, why the fuck would he not buy? And think about how many people in your industry even have 10, 20 client interviews up. Nobody. You know, you look at the biggest industry leaders, there's a reason why they're industry leaders because on the backend, they have a second channel or maybe another channel where they post a shit-ton of interviews and a bunch of proof. Uh, I can name one guy off the top of my head, Denofazio, Client Ascension. He runs a company that does over a mil a month. He posts client interviews twice a month, and he's been doing that for the last year. So, you can imagine that, that sole activity alone just compounds over time, right? More case studies, more conviction, right? When I have more case studies, I can talk with more conviction in my marketing, in my content, even this presentation right here, right? It also leads to higher prices. When you can actually charge, when you can actually deliver better results, people will pay you more for it. And so, when I helped Alec go from, you know, five, like 500 or zero to 130k a month, bro, let me jack up my shit. Let me jack up my prices. Like, that, that, that's pure proof and results, and I'm not jacking, jacking up my price because something crazy changed in my fulfillment, I jacked up my prices because the result I delivered was much more than what I was charging, okay? It also attracts better clients, right? And so, here are the four systems that allow me to charge 25k: Accountability & Monitoring. For me, and you guys are going to have to note this down, if you work with sophisticated prospects, we all assume that they don't need accountability. "Oh, you know, like, they're already hard-working, they're already making multiple five figures a month." I assumed that people making multiple five figures a month would do everything I tell them, and I was so fucking wrong. I was so fucking wrong. Um, a lot of you still need that extra push, a lot of these business owners and these sophisticated coaches that you think are very competent, they need that extra push, right? And so, we built all of these systems in order to track everything they're doing so that they're happy, right? You have to account for people that are completely lazy. Because not everyone is like you. A lot of times, what we do is we serve, like, we think, "Okay, what do we need?" But not everyone is like you, if that makes sense. Not everyone can get shit done when they say they want to get shit done. A lot of people got to this point by kind of half-assing it, so you have to account for that type of person. And here's what you need to do if you want like 70-80% of your clients to get results, which is a good benchmark: You need accountability systems to keep them actually doing what they need to do. Being part of a winning community, right? The wins chat is the highest lever you can pull, and what we're going to start implementing in November is we're going to have a weekly wins channel. Every single week, we're going to celebrate the top three biggest winners, and we're going to launch a leaderboard campaign where the top three people get a prize. An aspect that will get more people posting in the wins chat, because when you see a guy that joined that has the same offer as you, that is not as qualified as, as you, hit a 10k day, what are you going to think in your head? That's going to fucking push you. That, that accountability that you need. And so, when other people are doing better than you, and they joined and they're maybe not as qualified, that's going to push you. That's part of the reason why Andrew scaled. Andrew saw Alec and Sheldon hit 100k a month, he was like, "Fuck, man. Why, why am I, why am I not there yet?" That's what got him to push. So, sometimes it's not about the strategy, it's just about holding them accountable, okay? Another thing is, I don't want to spend 5 to 10 minutes on every single 1-on-1 asking: "What did you do? What's the data? What are the metrics?" No, right? I just look at your dashboard, the KPI dashboard that you fill out, I pinpoint the exact problem, then I tell you how to fix it. My 1-on-1 time is only spent telling you what to do and how to do it. I don't want to spend 1-on-1 time asking you questions and asking about how the business is going. I should already know how the business is going, right? That's how you build fulfillment for scale. The 50/50 rule: This is extremely important because we're in the service-based business. If there's someone that can't wake up at 12 p.m. for a call, and there's someone that stays up at 3 a.m. on the call, they deserve different amounts of attention because they have different potential. This guy, he's not worth the additional attention. He like, I'm still obviously going to provide the service that we gave him, but we're not going to give him extra support because he is not showing that he wants it. The guy on the other hand that's staying up at 3 a.m. that's in Australia, that's showing up to these calls every single week and is on time, is worth more attention. This guy is so much more likely to get the result than the 12 p.m. guy. And again, your goal with fulfillment is to get the fattest case studies possible. The fattest case studies possible, right? Because the more you can get, the more mind-blowing transformations you can have, the more conviction, the more trust people will have of you. So, here's what I track without telling you: We track your call attendance, we track your IG and YouTube posting report. And if I tell you to post on YouTube and you don't post, why would I hop on another call if you don't even implement it? Right? It's all these details, and so you got to look at your client base. You can probably think of one guy that's your amazing, the best client ever, listens to everything you guys say. And on the other guy, you tell him everything, and the guy has just ghosted for two, three weeks, and then they ask you for a 1-on-1 out of the blue. You have to set the expectation that you don't need them, they need you. And that's when they dial in fulfillment, that's when they actually try. Your ability to track what your client does without you seeing is extremely important. So, the number two thing is the support. There's the exposure principle, I, I went over this in the last presentation, right? If your clients are constantly surrounded by winners, they become winners. So, me showing all of these wins, this guy making 70k cash collected, um, and then this Tae joining and just making 30k in the first 30 days, like, you know, this is the stuff that'll build the authority and build the accountability. And it's not even the strategy you give them, it's the level of support, it's the level of community. I keep telling you guys, it's never about the strategy. The best thing you can do for your clients is to give them more exposure, more of a reason of wanting to work harder, okay? Um, this is a perfect example, right? I think Jake, Jake joined, he absolutely fucking crushed it. I think he did, he went from 20k to damn near 50k in, in a month, right? And then he made 10k in a day, all this type of stuff. He was posting great, great content, and then Hoko got inspired and then Hoko posted some of his content. This direct, this, this level of community runs without me. Not everything should run through you in this service-based business because when it runs through you, you eventually get capped out. And so, you got to ask yourself how can you still deliver on the result that your clients want without everything going through you? And in a situation like this, if Jake makes a 10k day after two weeks of joining, and they post this reel and everyone gets inspired from it, it's going to inspire other people to create similar type of content, and everyone benefits from that. And I am not involved in that process, that's the key thing. I am not involved, okay? It will do more than any strategy you can give them, right? So, my rule, personally in my community, is I need more than 50% of people in my community making at least five figures a month. Because when you join, I want you to be the smallest fish. So, if I exceed that cap, I'm just not accepting more clients. I'm just not accepting clients below 10k a month. There's no reason. Like, there's a reason why I love hosting these masterminds, everyone here is advanced. Everyone here is already at 10k a month, you know? So, now it comes to the support systems. Every single person gets 1-on-1 direct support channel. You guys should implement this as well. Every single person, okay? Um, this is all sorted, we have loom support and 1-on-1 check-ins. So, if someone does need additional support, they can actually submit a loom and ask for help on a specific aspect, right? And then one person on our team will film a loom going back. If they still need 1-on-1 support, cool, we'll hop on a 1-on-1 call. But this also removes the need for repetitive 1-on-1s that it's hard to schedule and it's like, there's no need for that, you know? We also track the amount of check-ins we do with each client. So, if you guys see like, if you're not sho- if you're not replying in the Discord, we will check in with you. And we track, I track what my CSM does on a day-to-day basis in order to make sure that these clients are accountable. The group calls: What you guys don't realize is when you put your clients all together and you start it off by getting your clients to say their wins, that inspires the fuck out of people. That inspires the fuck out of people. I don't care if you do "done-for-you," "done-with-you," host group calls. It's an additional bonus which will get your clients to respect you more and it's more fame, and it's more scalable. Okay? We have different ones, so Monday's obviously sales, setting management, mastermind, Friday is a Q&A, we also have Josh doing, um, content on Thursdays, and then we have appointment setting for appointment setters. And so, what the fuck else do you need? You know, if you want to scale, we give you the exposure to people that are ahead of you and we give you all this level of support, everything is here. And so, when I'm presenting this on a sales call, can you guys imagine how hard it is to say no? There's a reason why we had a 70% close rate across the board in these last two, three months. Every time we show what we have, it's a no-brainer. Because we don't tell, we just show. That's the main difference, okay? At a certain point, you have to look internally, right? I'm, like, I've had a few people tell me this, like, they've, they've asked themselves this question where it's: "I'm in the same program as everybody else that scaled to six figures a month. Why am I not there yet? Why am I not there yet?" right? And when a client realizes this, and they take accountability for their own fault, that's when fulfillment gets extremely good. Number three, the system number three is Onboarding. The truth is, what you guys do in the first three to five days of a client joining you will determine: how much that client spends with you and whether they are successful. In the first seven days, I can usually tell if a client is going to be a massive case study, or if he's just going to make the same amount, or if he's just going to make a few extra thousand. I can tell, um, but the one thing I will say is: if you onboard someone and they don't know the next step, they will get cold feet and request a refund within hours. Especially a B2C prospect, I've, I've scaled a lot of B2C offers in the past, and a lot of the times the onboarding is not dialed in which is why that's the problem, right? And so, the three things you must do on the call, sales call, at the end of the sales call, you book the onboarding immediately. You don't send them an email and then wait for them to book an onboarding on their own time, no. You book the onboarding immediately. You look at your CSM, or if it's yourself, book in a time with him on that call. You make sure that they receive the onboarding email, and you make sure they know the exact next steps. The first impression is always the most important, always the most fucking important, okay? And if you don't, the chances of a chargeback or even just a good client working with you and listening to you is much less, like it's just not good, right? And so, what we do is we have an onboarding form that people fill out, we get all the information that we need in order to get them to scale up. The database gets updated automatically, we build out a Notion page for each client, this is Zapier, and if you guys want access to this, let Fassi know, he'll send you the template, uh, and the SOP to duplicate it so your VA can do it, or you can do it yourself, okay? We track how many days people have been in the program, how many months people have been in the program. They book in an onboarding call on the call itself, um, and if they need to reschedule, they obviously have the link in, in the email. They get the onboarding email sent, we give them the Notion and GHL systems within five minutes of them joining, they get their progress tracker, they get their own CRM dashboard, they join the Discord community, they get this as well, so they get, in case they didn't get the email, they get it on Discord as well, so like, do you see how much emphasis we've put towards the onboarding? Because it's the first fucking impression, you got to imagine, these guys have put $5,000 with you, especially if they're B2C, that's one, two months of their salary, you know? They're going to be scared, they're going to be so ridiculously scared, and you have to do everything in your power to make sure that they're, they know that they're in the right place, same thing with B2B, you know? We charge 10, 20, 30k, like if they're charg- if they're, if they're spending that amount of money with us, we got to make sure that they know that this is the right place and this is the best decision they could have made. And then we obviously build out their 1-on-1 channels, this is all automated, and then before they even hop on the onboarding call, we're already giving them action steps: Do your offer sheet. And then we obviously review the offer sheet on the call, all that stuff, right? So, that's the onboarding, and the other, the other thing that I'd say as well is the setting expectation. If you set the expectation and make them realize that they get to determine the result, that is the best piece of advice you can do in the onboarding. Because now the pressure's on them. You want to shift the pressure on them and make them realize that your offer and your fulfillment has already generated results, you don't need to prove anything, now it's up to them on whether or not they want to use this program to achieve the result that they want. That's what you do, okay? The fourth one is the 180-day roadmap. So, what I recommend you guys do: create a roadmap for your clients. And a lot of you guys are selling a very simple outcome: become a sales rep, get good at content. It's a streamlined process, so what's the first step? The first step is obviously mindset, right? Fixing that mindset. Um, and then second step is obviously, you know, learning the framework of sales. The third step is actually doing live role-play, the fourth step is actually doing the graduation call, the fifth step is actually landing a role and doing outreach, you can SOP that out into a full-on roadmap that you can repeat over and over and over again, same thing with content, right? Now, for us, B2B, like scaling coaches is a bit harder because they need more of a personal support, which is why we have, we tweaked it, we tweaked the roadmap for every single person. But if you're selling B2C, or you're selling one aspect of B2B like content, that's ridiculously easy. You just build one roadmap one time, you build out SOPs for each thing, that's 70% of your fulfillment done, just like that. Because the number one thing that people lack when they join and the reason why they join is for more clarity, okay? The purpose is to get them familiar with your systems, set expectations, and build confidence. And then they also get access to video modules. This is a cheat code, obviously, um, you build it once and you get to use it over and over and over again. Over here, they book in a warmup call with me, so they understand strategy, I'm personally talking to them, I'm telling them what to work on. So, if you realize like when you guys got onboarded, I wasn't the one running you through all the systems, like, that's Jacob, right? What I was doing was I was looking at your numbers, pinpointing your problem, telling you what to do. That should be the only thing you guys are doing, especially if you want to scale. Accountability, Phase One: sharpening the offer, so the most important for us: sharpening the offer, again, that's the easiest, the lowest effort thing that I can do to generate the highest result, so that's the first thing we're going to do. As soon as we sharpen the offer, we want a quick win, right? We want a quick win, so they go through the offer mastery, all that stuff, they go through the offer sheet, this takes max a day to set up. Immediately after that, cash injection. That's, let's literally kill all their doubt by getting them a record week or a record sale, right? And so what we do, um, a lot of clients, they don't know that past leads are a complete gold mine. So, what we do is we get them to reach out to every single one of their past leads, get them a bunch of quick wins, and when they make 10k in their first day of working with us, guess what? They're going to listen to everything we say in the next four to six months, that leads to better clients, that leads to better results, that leads to a fat case study, that leads to referrals. Jake that joined three weeks ago, I think he's, yeah, he's already at 50k a month, which is amazing, right? He had a 10k day, he already sent two referrals, and his two referrals paid 12k. Off of one client, I got two referrals, so 24k off of referrals and then he personally paid 12 as well, that's $36,000 just because I have good fulfillment and a good onboarding process where I got him a quick win. He's only been in the program for not even a month. But he's already sent two people my way. So, you guys got to understand like, this is the things nobody talks about that lead to the most amount of effort, especially as it compounds, okay? So, we get them video modules to watch in case they don't know what to do. The other thing is optimize their profile, right? Implement the story strategy, market research, all these different things. And then content, content. So, realize how I didn't do content first, cuz content is one of the hardest problems to solve. What is the one thing that will build more conviction with your clients, that'll get them the result that they want, and get them to trust you? And then you do the long-term stuff. So, content is a Phase Three. This takes more time, it's built on the momentum from phases one and two. So, because you already have momentum from the offer and already have a few sales from what we taught you, now you're going to listen to us for the content. Guys, the sales starts the moment that they pay, it doesn't end, you still have to sell them on why they should listen to you, okay? They get the videos obviously, they understand the Notion, they create five scripts, book a 1-on-1 call with Josh, who has helped me set everything up to where it is today, and that's where it is, and then Phase Four: converting leads, the appointment setting, the closing, right? This is not the hard stuff. Um, you improve the closing rate, more revenue per lead. You watch the setting, closing video modules, do all that, you get customized DM scripts, sales scripts, according to your niche, and your tone of voice. So, what we've done is we've trained a Claude, we've fed it our most successful conversations, and I'm talking thousands of screenshots. And then what we did was we put three YouTube videos from the clients and we put them in this Claude bot, and we tell them to restructure a appointment setting script for these, for inbound, outbound post-booking, in their tone of voice. Now, their setter can use that, boom, right? Closing as well. And then Phase Five is building the sales asset, this is the VSL. So, it's a long setup, it takes one to two weeks, and the things that take longer, always, you always want to do that towards the end. You always want to do that, um, not towards the beginning. You want to get them a quick win at the start to build that trust. And because they've already built momentum, because they already have trust with us, now we can actually build the VSL that takes a bit longer, right? And then Phase Six is paid ads. Um, assuming that the client's already profitable, they're already at 20, 30k a month, that's around the perfect time to run ads. Ads modules, create and set up paid ads campaign, and then Phase Seven is hiring an appointment setter. Team building, right? Building a team, scaling beyond yourself, that's the last thing people do. And so, how can you restructure your fulfillment to get them the best win and build the most amount of conviction in the early stages, so that towards the later half they can actually listen to you when it comes to longer-term projects like the VSL? You know, that's the most important thing. Training protocol video modules, CRM, all that type of stuff, and then we have our all SOPs in one place. And obviously, we monitor and keep everyone accountable, we give trackers and dashboards. All of this stuff, we track everything, and then when you track everything, you can double down on your A+ clients, get them better results. We're in the game of service, we're in a service-based business. You need to show people that you have the best results in the game, and eventually, the market is going to be so sophisticated that the person that has the best fulfillment will always come out on top. Always. It's never going to be the marketing. People are going to see through the marketing, okay? So, when does this apply? This only is helpful if you are already at 10 clients ish. A lot of you are already at 10 clients, so this is very practical for you guys. If you're not at that point yet, don't focus on this, just double down on your marketing, get more clients, actually just generate more sales, all that stuff, and you can get back to this later, okay? This will lead to the most result if you focus on it. Um, it won't get you the most, it won't get you a record month right now, but I promise you, if this is top of mind, in a six-month time span, this is going to be the reason why you guys are at six figures a month, okay? It's a compounding effect. The good word of mouth will compound, your client testimonials will compound, your results will compound, and you will just have the good reputation in the space, and the best reputation, which is on, you can't create through any piece of content, this is just good word of mouth, and that's what you really need to focus on, especially for sophisticated markets in the B2B, right? If you know someone that got a result from joining me, you're automatically going to join me, even if you don't look through the case studies. And so, I had a guy like, the two testimonials that Jake sent over, they haven't watched one piece of content. They're like, "Jake, Jake got the result, I know Jake, he's my boy." Boom, paid 12k. You know, like, that, that, that's pure proof and results, and I'm not jacking, jacking up my price because something crazy changed in my fulfillment, I jacked up my prices because the result I delivered was much more than what I was charging, okay? So, what are your next steps? Implement these five systems to charge premium prices. Accountability: Create a KPI tracker for your niche. How can you track their inputs every single day? This could be tracking how much times they do a live role-play, how many video modules they watched, you know? This could be how many content they posted. What is a KPI tracker that you can create for your niche? Set up a dashboard, track who fills it out, double down on the top 50%. It's very, very easy to see who's actually worth focusing on. Number two: proof. Film three client interviews this month. A lot of you are full-time, y'all are traveling, y'all are hanging out with your clients, but you're not filming client interviews, what are you guys doing, you know? Film some client interviews. Note down your top three best clients right now, send them a message on WhatsApp, schedule a client interview in person. And if you can't do it in person, then do it through Zoom, and then wait till you do it in person, and then re-film it again, okay? Edit for emotion, right? Understand the concept of how to actually structure your client interview, that should be sorted, and make them the center of your marketing. I'm moving away from talking about how much I make to now talking about how much my clients make, that's what I want to do. And when people see that, they see my emphasis is not on me, it's on my clients. Community: set up weekly group calls. If you can, host an in-person client mastermind. I was just talking to Alessio and Brian about this, right? Um, one of the best things you can do is host in-person events to get people together because the biggest thing that you guys struggle with is FOMO. If you can create FOMO in your marketing, that's going to put you in a position that nobody else can replicate, okay? Create a wins channel. Invite guest speakers, protect community quality. So, if someone just isn't a good fit for the community, don't accept them just because they'll pay you. You have to learn how to say no to clients in order to build a community, right? And I promise you, if you say no to upfront money, you'll make more money in the long term. Because you'll protect the community quality and people want to stay in there. If a community gets too diluted, no one will buy your, you know, recurring program, if that makes sense. And then, invite guest speakers. A lot of you have access to people that your clients look up to. Host them, talk about them, it's great, you know? And system number four is onboarding. Map out what each client does from Day One to Day Seven. Get extremely clear on that. And if you guys are clear on that, that will build the most amount of trust ever, okay? You want to implement BAMFAM. BAMFAM stands for Book A Meeting From A Meeting. When you onboard a client, they should always have a call scheduled in the first month. The sales call, after the sales call, book the onboarding call right there. After the onboarding call, book the call with the creative director. After the creative director call, book a call with the sales guy. There always has to be a meeting from a meeting, okay? Um, that's how you build the most amount of conviction because that's how you know that, you know, your clients, like, you feel like your clients actually care for you. Automate the email sequences, set up all systems before client joins. If you guys have a VA, we will send you guys the SOPs on how to run that, okay? Number five is the roadmap. Reorder your phases. What is the quick win that you can generate for your clients right now? Lowest hanging fruit, lowest effort for the highest return. Get client results in Week One, build momentum early. And so, the big question is: "How can I make it so stupid for my clients to not work with me?" Just execute on it and everything will change, okay? Perfect. Let's get, is Josh, if you guys can pull up the chairs, that'd be good, and then we'll run a Q&A with us three. And we'll answer any questions you guys have for fulfillment, okay? Beautiful. How was this presentation for you guys? Good?
