(EVERGREEN FUNNEL)
(EVERGREEN FUNNEL)
Let’s set the stage…
Whether it’s 1:1 or in small or large group settings…
You’re already an accomplished Expert who currently makes 6-figures, multiple 6-figures or better…
In front of rooms, on stages and in engagements, primarily delivering your services LIVE…
Let’s be clear, marketing isn’t a challenge for you at this point…
Whether it’s from a large online community that you’ve built…
Industry events where you’re invited to speak from stage…
Podcast episodes where you’re an Expert guest…
A constant stream of warm referrals from past clients…
Or good old fashioned paid ads that are working well…
You and your team are already getting consistent leads inbound for your coaching, training, speaking or consulting programs and services…
You wanted to leverage your expertise to create more income and free up more time…
So as a compliment to your primary coaching, training, speaking or consulting business…
You’ve already created one or more additional streams of income by selling that same expertise online…
To a segment of your audience in the form of an online course…
Or a training-focused membership subscription…
Or an online challenge…
Or a bootcamp, etc…
And people are actually buying it!
So what’s the problem?
Maaaaan if we had a dollar for every Expert in our network who spoke those words!
You started selling your expertise online to create more flexibility and space, not to create another JOB for yourself!
You’re at the point where your online business is cannibalizing your TIME away from your primary business…
How did this happen?
You’ve now realized that to scale the online education offer you’ve been successfully selling…
WITHOUT creating another time sucking job for yourself…
You need a consistent system for SELLING that program to interested prospects who are already contacting you inbound.
This was supposed to make your life EASIER, not HARDER…
By now, you’ve realized that you only have 3 possible choices…
OPTION 1: DO IT YOURSELF AND GIVE UP YOUR TIME
You’ve already been doing this, personally answering all those DMs, responding to all those emails, taking all those sales calls, and delivering all those sales presentations YOURSELF.
OPTION 2: HIRE AND TRAIN A SALES TEAM
“Just hire a sales team…” they say. They promise the world…but after spending multiple 4- or maybe even 5-figures on a few failed attemps at bringing on an individual contractor or a sales agency to handle all the selling for you…
The sobering reality sets in that this is just as much, if not more work than doing it yourself.
You realize that for this to actually work, you’ll need to proactively train them, manage them and constantly inspect their activity…
To ensure that they are speaking accurately about your program…
Effectively selling your offer (without making promises that can get you chargebacks or in legal trouble with the FTC)…
And ultimately that their communications with prospects are not generally undermining the personal brand that you’ve spent your entire career building…
Because they are quite willing to literally say anything it takes to “make the sale” and get their commission by any means necessary…
And if you don’t proactively manage those sales conversations, that’s exactly what they’ll do.
Yay…having fun yet?
Wondering when we get to that whole time freedom and mental space thing?
Fire yourself (and your sales team), and give SOFTWARE the job…
So that brings us to our last option…
OPTION 3: AUTOMATE YOUR SALES PROCESS
Wait…what?
Yeah – just automate the ENTIRE sales process.
Ok, let’s recap…
Your organic or paid MARKETING process is already working (and if it’s not, we can have a separate convo about that)…
So marketing isn’t the issue, you’re already out in front of people all day, every day in your primary business and you love that part…
Prospects are already contacting you inbound, so that’s working too…
What we’re really talking about with your online program is how do you GET THE SALES…
And how do you COLLECT THE MONEY…
And how do you MANAGE THE PROGRAM DELIVERY…
All in a way that is 100% AUTOMATED…
And creates passive income for you all day, every day, while requiring LESS THAN 5 HOURS OF YOUR TIME MONTHLY TO MANAGE AND MAINTAIN.
CONSULTANTS, CONTRACTORS, AGENCIES: $100,000+
- Ad Management, Email Copywriting, Social Media Management, Operations, etc etc etc
HARD COSTS: $100,000+
- Ad Cost, etc
***TOP LEVEL MASTERMINDS: $100,000+
- *The masterminds were useful, so they count toward $300K+ spent, but not the $250K+ wasted
I know what it feels like to buy all these broken promises, because I’ve spent well over $350,000 over 7 years to crack this code…
Maybe you’ve tried to do it in the past yourself…
Or even hired a contractor or agency and paid them top dollar to do it for you with lack luster results…
$25,000 masterminds, $10,000 VIP Days, $10,000/mo sales teams, $5000 group trainings, $5000/mo coaches, $2500 online courses…
I’ve done it all. Hundreds of thousands spent over close to a decade, because I desperately just wanted someone to tell me EXACTLY what to do…
Or even better, JUST DO IT FOR ME!
I didn’t intend to be here, having built this myself…
I didn’t intend to be here, offering this to Experts like you…
I just never found the solution I needed, so I built it myself…
And unfortunately, a bunch of Experts in the online education space are still struggling with the same problem I was…
But the difference is, I’m not asking for you trust…
Every single aspect of our entire Income On Autopilot sales automation system, and of our process to build an IOA system for you is DOCUMENTED BELOW.
I’ve been in the highest level masterminds, and I’ve NEVER seen another person, company or agency that operates with the level of documentation or specificity that we do.
If our 100% DONE FOR YOU sales automation system build that we’ve documented below makes sense and feels aligned to you, reach out and let’s discuss…
Otherwise, good luck.
Pillar 2 of 4 of the Copy>Paste>Sell Expert Framework for automated income is Qualified List Building. Our focus is always on collecting 1st party data with qualified lead capture and Instant Lead Segmentation™ on the sales site.
We use dynamic lead capture forms to train our prospects on our offers, while simultaneously qualifying them for the offer before even exposing them to the master class. This reduces the number of opt-ins from unqualified prospects and creates higher intent leads, which ultimately results in shorter sales cycles and higher conversion rates.
Our master class registration page, built on our fully customized WordPress sales site, contains a custom script that automatically resets and updates the date of the master class weekly on the same day, at a defined time.
This is a 90-minute, 100% automated Zoom master class designed to sell the primary offer in a particular funnel, which in this case is a 5-Day Group Training Program.
The master class can be attended 1 time for free, and after that the system flags contacts who have registered more than once, and presents them with a $497 checkout page if they want to attend again.
Our Milestone Stages™ framework is a method for turning prospects into qualified leads, by segmenting them into very specific categories immediately upon entering the database. We do this based on having them self-select where they currently are on their customer journey, inside of the SME’s defined framework. This immediately flags which products and communication tracks are most appropriate for the immediate, short term and long term needs they have on their customer journey.
TAGS (what the prospect did)
As prospects move through the funnel, a series of well-defined TAGS tracks their steps (footprints) in each stage of the funnel (what actions they took).
Using a LIST CENTRIC approach, if subscribers unsubscribe from one list, you run the risk of them unsubscribing from MULTIPLE product lists that they may have purchased a product to get on, and should remain on. For this reason, we use a TAG CENTRIC approach.
CUSTOM FIELDS (when the prospect did it)
DATE-BASED CUSTOM FIELDS
- We use CUSTOM FIELDS to timestamp every single measurable action prospects take in each stage of the funnel (where they were and when they were there)
GENERAL CUSTOM FIELDS
- Any additional information we collect along the way, time-stamped
Beyond general “tags,” the opportunity of custom fields is to create context specific communications at the individual contact level. ie…
- Things we track, on every form submission and purchase:
- Date/Time master class registration was submitted…
- # days since master class registration was submitted…
- How this allows us to segment at the individual user acount level…
- “If # days since [master class registration] was submitted is [greater than 2] and [purchase tag does not exist], [send _____________ (insert email)]
The master class automation flows exist for applying tags, populating custom fields and delivering context specific email communications at every stage of the funnel, based on what actions the prospect has and hasn’t taken. Entry and completion of automations exists on the contact record.
The “Cash Machine” master class that sells our $1497 primary program (5-Day ATM) takes place automatically on Zoom every single Thursday at 1:00pm CST.
I can still step in and lead it live if I want to, but if I don’t do a thing but send prospects to it, this master class happens like clockwork every single week without needing to be managed at all.
For backup and proper system planning, all scripts for all emails across all stages of the funnel are first documented in Google Docs scripts before being copy>pasted into automation flows in the CRM.
High value upsells are integrated into the master class funnel after registration, to create the opportunity to generate revenue from every single registrant, before they ever even get to the master class.
These upsell pages have REAL deadline timer software embedded that limits the opportunity for prospects to access the page or buy the offer at that price point for that offer, beyond the stated deadline on the countdown timer.
Juuuuust in case the prospect thinks it’s a fake tactic, and leaves the page without buying, the 2nd upsell page makes it crystal clear that this company and this offer are distinct from everyone else in the industry using fake scarcity. The offer really is limited, and it really does go away and not come back if they miss it.
In our checkout page software, we program in comprehensive behavioral tags for everything, including abandon cart, purchase of offer bumps, purchase of the primary offer, purchase of upsells, card declines, refunds, and everything in between, all integrated directly into the CRM to trigger appropriate automation flows for automated delivery (or revocation) of program access upon purchase, or other purchase status.
The confirmation page for master class registration begins a high touch onboarding process for the registrant, where we demonstrate the level of clarity, service and top notch fulfillment of the promises we make in how we prime them for a master class they didn’t even have to pay to attend.
This level of care and detail in the registration and preparation process contributes to higher master class attendance rates, and higher purchase intent from prospects who attend.
The master class Access Info page provides registrants with a central page to access all logistics information for their upcoming master class, including a countdown timer.
There is a custom script on the page that automatically updates the date and countdown timer for the next master on the same day, at the same time each week.
The replay page for the master class has a deadline timer built in, and only allows for prospects to access to the replay until the next week’s master class goes live.
Consistent with our fundamental approach to adding “Respectful Friction” into the sales process to elevate the way prospects interpret the value of offers, a Participation Request page creates a bit of “respectful” distance between the prospect and their desire to purchase.
This approach has prospects qualify themselves (and close themselves), prior to actually being presented with the offer.
When the commitment level for participation must be high, such as a high-ticket offer, or in this case, a rigorous 5-day program requiring 3-5 hours of work per day for participants, a rigorous registration process frames the expectation for prospects to request participation inside of the proper state of mind.
Our 3rd party checkout software is embedded into the checkout page of our custom WordPress sales site. A limited-time special offer is regulated and limited by a real deadline timer.
The checkout page contains an ebook bump and several upsells to increase average order value for purchasers.
The primary offer Access Info page provides purchasers with a central page to access all logistics information for their upcoming group training, including a countdown timer.
The Zoom call info for each of the 5 days of the group training is accessed by participants on the page.
The Funnel Tracker is a central google sheet created for our online education brands where every single webpage, on every single funnel, across the entire sales system is tracked.
In addition to this, from dynamic forms, to checkout page software, to CRM automations, to meta event pixels, relevant links for any software platforms that are utilized, specific to every single stage in each funnel are tracked.
Our Contact Tracker is a google sheet that is fully integrated with the CRM, and provides the team with real-time updates of every registration, application and purchase connected to any program, product, service or event in any funnel across the entire automated sales system.
The Page Funnel Map displays the sequence of pages that a potential lead can engage with which may or may not request and/or capture information. These pages include:
- Landing pages (opt-in)
- Content pages (overview, sales, verification / review, etc)
- Form submission pages (email list subscription, event registration, program registration, program inquiry, program application, referral form, Q&A form, feedback form, discovery form, quiz, purchase request, participation request, participation agreement, communication agreement, etc)
- Confirmation pages (thank you, access info, etc)
- Checkout pages (purchase)
Each page shown on this map is hyperlinked using the url of the website page to allow for quick and easy access to these pages from within the map.
The “Message Map” details the follow-up structure for leads / contacts in a particular funnel. This structure serves as the blueprint to the in-context messaging experience of users based on where they are in their customer journey on the website at any given time, since the ideal path is for them to convert by way of a page-to-page journey.
The various phases of the email follow-up also serve as a form of segmentation as a contact progresses through.
- Automated Follow-Up = Dynamic flow sequences based on prospect behaviors, tags and custom fields
- Manual = Broadcast (generated by us and not in response to something user did)
The System Map shows all the various software platforms in use. This map along with the Integration map helps ensure the best aligned technology is being utilized for the desired system performance.
Software to be shown includes:
- Landing Pages
- Web Forms
- Outbound Communication
- SMS
- Phone
- Messenger / Bot
- Onsite Chat
- Internal Notification
- Deadline Tracking
- Payment Processing
- Data Storage
- Analytics
Detailed task tracking in our project management platform allows for seamless creation of all elements of each sales funnel, with nothing forgotten or stepped over.
INSTANT TEAM WIDE ALERTS (REGISTRATIONS & PURCHASE ACTIVITY)
For every form submission and product purchase, the sales system sends an alert in real-time to dedicated channels in Slack, with all contact information for each registrant or purchaser, making it easy for a business owner, sales team or customer service team to reach out to new hot prospects or new customers right away, if applicable.