The Ultimate Outbound Machine | GoHighLevel Prospecting Snapshot Explained - [Walkthrough]

Summary

In this comprehensive tutorial, Rico guides viewers on setting up a prospecting snapshot, a system to streamline appointment setting and sales closing. He covers community engagement, campaign strategies with tested reply rates, and actionable steps focusing on appointment setting and closing. The video offers a detailed walkthrough of the snapshot's complex system, including hiring processes, list acquisition, and training for appointment setters, all aimed at increasing monthly revenue efficiently.

Takeaways

• 📚 The video provides a detailed walkthrough on setting up a 'prospecting snapshot', a system designed to streamline the process of finding and securing clients.
• 💼 The presenter emphasizes the importance of joining a community and engaging on social platforms like Facebook and LinkedIn for networking and support.
• 🔍 The 'prospecting snapshot' includes various campaigns with high reply rates, tested to ensure effectiveness in client engagement.
• 📈 The system is complex and involves several steps, including housekeeping, connecting the dots, and turning on the machine, which refers to implementing the system.
• 📝 The video mentions the significance of setting appointments and closing deals as the two main pillars for those looking to increase their revenue, especially for those earning under a certain threshold.
• 📝 The presenter discusses the use of Google Docs and a help desk for booking appointments and managing personal calendars.
• 📨 The '56-day email after website opt-in' campaign is highlighted as a method for nurturing leads over an extended period, spaced out effectively to avoid overwhelming prospects.
• 📱 A 70-day SMS campaign is mentioned for non-buying leads, designed to re-engage potential clients after a significant period of time has passed.
• 📑 The video script includes a step-by-step guide on setting up various campaigns, triggers, and funnels within a CRM system to automate and systematize the prospecting process.
• 👤 The importance of hiring appointment setters is stressed, and a strategy for recruiting and training them is provided, including the use of scripts and job posting tactics.
• 🚀 The presenter offers additional training resources for improving sales skills and closing techniques, suggesting that a comprehensive approach to sales training can significantly impact revenue.

Q & A

What is the main topic of Rico's video?

The main topic of Rico's video is to demonstrate how to set up a 'prospecting snapshot', a system designed to streamline the process of lead generation and appointment setting.

Why is it recommended to join Rico's Facebook group and connect on LinkedIn?

Joining the Facebook group and connecting on LinkedIn is recommended because it allows viewers to become part of a community, engage with Rico, and receive further support and resources related to the video content.

What are the three main components Rico plans to cover in the video?

The three main components Rico plans to cover are housekeeping tasks, connecting the dots to understand the campaigns within the snapshot, and turning on the machine to start using the system for appointment setting and closing.

What is the purpose of the 'prospecting snapshot'?

The purpose of the 'prospecting snapshot' is to provide a tested and efficient system for businesses to manage their lead generation, nurturing, and conversion processes, ultimately aiming to increase appointment settings and closures.

How does the '56-day email after website opt-in' campaign work?

The '56-day email after website opt-in' campaign is a sequence of emails spaced out over 56 days, designed to nurture leads that have opted in through the website without overwhelming them with constant communication.

What is the significance of the '70-day SMS dripping campaign' mentioned in the script?

The '70-day SMS dripping campaign' is a strategy to re-engage non-buying leads after a significant period of time (70 days), potentially increasing the chances of converting them into customers when they are more receptive.

How does Rico suggest handling the nurturing email campaign before a sales call?

Rico suggests sending a maximum of two nurturing emails before a sales call, spaced 24 to 48 hours apart, to keep the communication timely and relevant without overwhelming the prospect.

What is the importance of the 'social proof campaign' in the sales process?

The 'social proof campaign' is important as it warms up prospects before a demo or closing call, increasing the chances of a successful sale by building trust and credibility through testimonials and case studies.

Why does Rico emphasize the importance of hiring appointment setters?

Rico emphasizes hiring appointment setters because they are crucial for consistently filling the sales pipeline. This allows the business to focus on converting appointments into sales rather than spending time on initial lead outreach.

What is the role of the 'onboarding campaign' in the script?

The 'onboarding campaign' is used after successfully closing a client. It is a series of communications aimed at integrating the new client into the system, providing them with necessary information like software login details, user guides, etc.

How does the 'pipeline' system in the snapshot help manage leads?

The 'pipeline' system helps manage leads by organizing them into different stages such as first contact, second contact, non-buying, and successful. This allows for targeted marketing efforts and appropriate follow-up actions based on the lead's status.

What is the strategy behind the 'non-buyer' and 'lost' lead campaigns?

The strategy is to differentiate between leads who are receptive but not ready to buy (non-buyer) and those who are unresponsive or not interested (lost). This allows for more effective communication and potential re-engagement with leads who may become interested in the future.

What are the actionable steps Rico suggests to start using the prospecting snapshot?

Rico suggests setting up the system as demonstrated, hiring appointment setters, getting a list of leads, posting job ads, and using the nurturing and prospecting snapshot to convert appointments into sales.

How can viewers access additional training and support for the prospecting snapshot?

Viewers can access additional training and support by visiting the help desk, signing up for the provided training, and engaging with the community on social media platforms like Facebook, LinkedIn, and Instagram.

Outlines

00:00

📚 Introduction to Prospecting Snapshot Tutorial

Rico introduces a comprehensive tutorial video on setting up the 'Prospecting Snapshot,' a tool designed to streamline the prospecting process. He acknowledges the active community and encourages viewers to join their Facebook group and connect on LinkedIn. The video promises to cover three main aspects: housekeeping tasks, connecting the dots between campaigns and funnels, and turning on the machine for prospecting. Rico apologizes in advance for any potential mishaps due to the complex nature of the system and emphasizes the importance of focusing on setting and closing appointments for businesses under a certain revenue threshold.

05:03

🔍 Overview of Prospecting Snapshot Campaigns and Strategies

This paragraph delves into the specifics of the Prospecting Snapshot, detailing the various campaigns such as request booking, mobile-only appointment campaigns, and their high reply rates. Rico explains the significance of testing campaigns and the importance of the 56-day email sequence post website opt-in. He outlines the structure of the video, which includes housekeeping, campaign walkthroughs, and actionable steps for setting appointments and closing deals. The paragraph also touches on the importance of the content strategy and its implementation for running an agency effectively.

10:04

🛠️ Setting Up and Utilizing the Prospecting Pipeline

Rico provides a detailed walkthrough of the prospecting pipeline, explaining the stages from appointment setting to successful closure. He discusses the importance of the 70-day SMS campaign for non-buyers and the strategy behind it, emphasizing not to overwhelm prospects with too many messages. The paragraph also covers the nurturing campaign for leads received through Facebook, the process of appointment setup, and the use of triggers within the pipeline system to manage prospects effectively.

15:06

📝 Detailed Explanation of Campaigns and Triggers

This section provides a deeper dive into the specific campaigns and triggers within the Prospecting Snapshot. Rico explains the purpose of each campaign, such as the appointment setup funnel, website campaign, and the strategy for dealing with no-shows and lost leads. He also discusses the importance of manual intervention over automation in certain scenarios to tailor the approach to different prospects and situations.

20:08

📈 Implementing the Prospecting Snapshot for Business Growth

Rico shifts focus to the implementation of the Prospecting Snapshot, emphasizing the need to take action and apply the strategies discussed. He outlines the importance of hiring appointment setters and provides a script for job posts that have proven successful in attracting candidates. The paragraph also covers the process of getting a list for prospecting, training appointment setters, and using the nurturing and prospecting snapshot to convert appointments into closed deals.

25:09

📌 Final Walkthrough and Support for Prospecting Snapshot

In the concluding part of the script, Rico offers a final walkthrough of the Prospecting Snapshot and encourages viewers to reach out with any questions. He provides guidance on where to find additional training and support, including a help desk link for further resources. Rico reiterates the effectiveness of the snapshot in increasing monthly revenue and achieving business growth through systematic and automated processes.

Keywords

💡Prospecting Snapshot

The 'Prospecting Snapshot' is the central tool or system discussed in the video, designed to streamline the process of identifying and engaging potential clients. It is a complex system that integrates various campaigns and funnels to automate and enhance the prospecting process. The script mentions setting up and walking through the Prospecting Snapshot, indicating its significance in the video's theme of sales and marketing automation.

💡Campaigns

In the context of the video, 'campaigns' refer to specific strategic efforts within the Prospecting Snapshot aimed at different stages of engaging potential clients, such as 'Request Booking,' 'Mobile Only Appointment,' and 'Facebook Lead Nurturing.' These campaigns are designed to elicit responses and are mentioned as having been tested for effectiveness, with reply rates between 50 to 70 percent.

💡Funnel

A 'funnel' in the video represents a series of steps designed to guide potential clients from initial contact to becoming customers. The term is used to describe the process of nurturing leads and moving them through various stages of engagement, such as 'Appointment Setup Funnel' and 'Onboarding Campaign,' which are part of the Prospecting Snapshot's strategy.

💡Appointment Setting

'Appointment Setting' is a key action within the Prospecting Snapshot system, where the focus is on scheduling meetings with potential clients. The script emphasizes the importance of this step, suggesting it as a pillar for those looking to grow their business, especially for those doing under 10k or 20k, indicating its fundamental role in the sales process.

💡Automation

The term 'automation' is central to the video's discussion of the Prospecting Snapshot, referring to the use of technology to automatically perform tasks within the sales and marketing process. The script mentions automation in the context of campaigns and triggers, suggesting a move towards efficiency and reduced manual effort in lead management.

💡Triggers

'Triggers' in the video are actions or events that initiate automated processes within the Prospecting Snapshot. For example, when a form is submitted or a stage in the pipeline is reached, triggers can add leads to specific campaigns or send notifications, showcasing the video's theme of automating sales processes.

💡Pipeline

The 'pipeline' refers to the sequence of stages that a sales prospect moves through, from initial contact to potential closure. The script describes a 'prospecting pipeline' with stages like 'Appointment Set,' 'No Show,' and 'Successful,' illustrating the systematic approach to managing sales opportunities.

💡Opt-in

'Opt-in' is a term used when a potential client voluntarily provides their contact information, expressing interest in a product or service. In the script, the 'website opt-in' is a point where visitors to a website are encouraged to provide their email addresses, initiating their involvement with the Prospecting Snapshot's email campaigns.

💡Lead Nurturing

The concept of 'Lead Nurturing' involves engaging with potential clients over time to build relationships and trust, with the aim of progressing them toward a sale. The script discusses a 'Facebook Lead Nurturing Campaign' as part of the Prospecting Snapshot, highlighting the importance of ongoing communication in the sales process.

💡Job Posting

A 'Job Posting' is a public notice of a job vacancy, and in the video, it is used as a strategy to hire 'appointment sellers' who will help set up meetings with potential clients. The script provides examples of successful job posts that generated a high number of responses, indicating the video's focus on effective hiring strategies.

💡Sales Training

'Sales Training' in the video refers to the process of equipping individuals with the skills and knowledge needed to effectively sell products or services. The script mentions a 'Sales Training' component within the Prospecting Snapshot, emphasizing the importance of training for those involved in the sales process, including appointment setters and closers.

💡CRM

CRM stands for 'Customer Relationship Management,' and in the video, it is the system used to manage interactions with current and potential customers. The script discusses embedding training into the CRM, indicating the integration of sales support tools within the Prospecting Snapshot for more effective customer management.

Highlights

Introduction to setting up the Prospecting Snapshot, a system designed to streamline and enhance the process of lead generation and appointment setting.

Emphasis on engaging with the community through Facebook groups and LinkedIn for networking and support.

Outline of the video's content, including housekeeping, connecting the dots, and turning on the machine for a comprehensive understanding of the Prospecting Snapshot.

Explanation of the importance of setting appointments and closing deals as key pillars for businesses aiming for growth.

Introduction to the use of Google Docs for initial setup and sharing of personal calendars for booking appointments.

Discussion on the effectiveness of campaigns within the snapshot, with a focus on high reply rates from tested strategies.

Description of the 56-day email opt-in strategy following website sign-ups for nurturing leads over an extended period.

Details on the 16-7 day training program to help new hires or affiliates get past the learning curve and become effective quickly.

Overview of the full funnel process, including the appointment setup funnel and various campaigns for lead nurturing and management.

Insight into the seven stages of the prospecting pipeline, from initial contact to successful closure, with strategies for each stage.

Discussion on the importance of not over-automating processes, and the value of manual intervention based on conversation outcomes.

Introduction to the Facebook lead nurturing campaign and its role in managing incoming leads from Facebook ads.

Explanation of the appointment setup process, including the use of triggers and campaigns to manage and convert leads.

Highlight of the effectiveness of the social proof campaign in warming up leads before a demo or closing call.

Details on the no-show follow-up strategy and its focus on eliciting a response rather than directly rescheduling appointments.

Description of the onboarding campaign process for new clients, including information on software access and initial setup.

Final walkthrough of the website campaign setup, focusing on capturing leads through a well-designed opt-in page.

Introduction to the hiring funnel and its significance in the Prospecting Snapshot for streamlining the recruitment process.

Discussion on the strategy for turning on the machine, including hiring appointment sellers, getting a list, and training them effectively.

Emphasis on the importance of taking action and implementing the strategies discussed in the video for real-world results.

Transcripts

hey hey hey what's going on guys it's

rico's here

in today's video i'm going to show you

how to actually set up

our amazing prospecting snapshot i've

been getting a lot of questions and a

lot of requests about this

finally we actually have the time to

actually walk you through it so this is

this is going to be a fair bit of a

video

gonna be you know quite a long video so

better grab your cup of coffee

and sit down okay so before we move

forward let's just

acknowledge that we do have an amazing

community down below and

in in the description so make sure that

you uh join our facebook group below

and actually connect with me through

linkedin facebook and other platform

okay so let's get to it

what are we going to go through in this

video so a couple of things right

um we want to go through

three things housekeeping you know go

through a couple of checklists

connect the dot and turn on the machine

right

so to connect the dot i'm going to walk

you through in detail

what each of the campaigns gonna do in

the snapshot and how it's gonna help you

how to assemble all of the funnel and

how to put the trigger together um with

the campaign

and the funnel okay so this is quite a

complex system so i might trip along the

way

so do apologize in advance um

and uh number three is we're gonna turn

on the machine

so to take by you know we're gonna tell

you exactly

um actionable step what actionable step

you can take

and we wanna want you to actually focus

on the two pillars setting appointment

and closing appointment that's all you

need to know if you looking at this

and you're doing six seven figure you

probably can disregard my advice

um but if you under 10k or maybe under

20k

this is the only thing you should care

about setting appointment and closing

appointment right

so i'm gonna we're gonna give you

actionable step and how you can use the

prospecting snapshot

to make that two pillar two process a

lot easier

for your life and for your agency so

let's get start to it so we want to

start off with this um google docs right

you normally get something like this

this is the first thing i shoot with you

and i'll go ahead and watch that video i

have like big

watch me video so go ahead and watch

that and uh what you want to do is

actually

in that video as well i said come here

into

our help desk okay with the help desk

you can

book an appointment with me um anytime

you have my own personal calendar

and i might change that to my account

manager calendar sometime in the future

but right now you still have my calendar

um as part of our signee okay

so um again i'm not gonna go through

this i have went through this on the

video but i'm gonna come back to this so

you wanna have this very handy at all

times just link this

page okay so um second of all we're

gonna do some house

housekeeping i'm gonna go through all of

that and we have to find it in the

snapshot

and uh this is the reference youtube

video that you know you probably saw

before you actually sign up

uh to the snapshot but i just want to

show you um the actual result first okay

um sorry about uh speaking of it too

fast but i'm just

this is just a habit of me speaking but

so our snapshot um the campaign each one

of the campaign and the snapshot have

been tested right so

what you see here the request booking

mobile only appointment

campaign is at least 70 percent reply

rate

right i mean like people response to

that campaign so it's not just something

that

some guys just right out they've been

tested before and you know

all our campaign get anywhere between at

least 50

to 70 reply rate so um

just want to let you know that you know

the campaign that you actually

having right now have been tested proven

and actually you know been on trial

before right so this is just a couple of

snapshots

just to make sure that um everything is

legit here

and um we're gonna come back to that but

uh

let's just go to housekeeping real quick

okay so

the 56 day email after website opt-in

right so um what we want to do here

is this is going to be your prospecting

snapshot this is what you're going to

see in the campaign

what i mean by the website opt-in is

obviously that one

okay um a lot of people have

asked me about this uh but when i say uh

56 day email opt-in is is

counted by day right you know if you add

two plus five plus seven plus seven plus

seven plus seven

that's that's the thing but it's still a

lot of email regardless and

this is um when people opt in to your

website you know you can't really

email them every day it's just not

effective

like you we pretty much email them like

creep

like frequently frequently within the

first few days

and then uh it just dropped that's what

the whole european

uh um campaign me okay

so let's go to bullet point number two

167 day on how to

ghl okay so that would be

um this bonus training right so you can

use this to actually um if you're using

it as

a uh selling selling it as a sauce you

can use that

how you know use this campaign to trip

to teach them how to get past the

learning curve or you can use it to

recruit your own affiliate in the future

so what's that do is um it have all of

this email

um you know again if you plus at the day

two plus two plus two plus three plus

two

all that is gonna go to at least

four and a half months because i i added

before okay

so um all that email i'm telling people

how to use the platform effectively day

by day step by step

okay so um the full funnel

we're gonna go here the checklist here

come to um funnel

i don't know how to move this thing

hopefully i don't quit the video but

uh you got appointment setup funnel

which looks something like this i'm

gonna go through that in a second

uh website my website campaign

uh proposal campaign hiring we're gonna

go through all that uh

in uh connecting the dot uh facebook

lead you know

nurturing campaign how to find that is

um in here

campaign that is our lead campaign

just so you know uh we got quite quite a

very good result on that so you know we

get at least 60 to 70

reply rate with our facebook so this you

use that

just as a reference you use that um when

you run

ad for yourself or for your client uh

when the lead come in

you sort of nurture the leads through

this campaign okay

um last thing let's just go through here

uh seven stage of prospecting pipeline

uh so this is what the prospecting

pipeline is

appointment set no show first first

contact

second contact follow-up non-trooping

non-bio-tripping and successful right so

that's in the opportunity section

and appointment campaign which is going

to come back and campaign here

in appointment is gonna be cancel uh

cancel confirmation and actually booking

requests right so booking request is

also part of the appointment one

uh request booking means someone that is

no show

and you request the booking said hey you

know uh

we missed the appointment let's rebook

so that's actually part of the

appointment but it's obviously part of

uh part of the prospecting as well so

it's actually three

this is actually an appointment campaign

getting them to rebook an appointment

with you

okay just so there's no confusion here

even though you see two campaign

70 day what's up sms dripping campaign

sorry um we actually accidentally paused

the video but uh 70 day

is the european campaign for non-buyer

so um you know an email go into that and

actually wait for 66 days

again this is based on the number of

days that's why it's called a tripping

campaign

right you don't send 70 sms to people

you will annoy the hell out of them okay

don't do that

okay so if you add uh you know the first

day we said

look sorry now it's not the best time to

do business with you

and we wait on 66th day and um

we send them our business and then uh

hey jenny how's your business

and then we come back to them okay so

this is what the

uh 70-day sms is all about but look the

the content is one thing

and the strategy the information

implementation

is really is the thing that um

getting you off the ground here and

making this platform up that that

making this platform uh you know make

going

gonna be running your agency with this

platform more effectively

sorry um i get word off my mouse here

but yeah let's um actually walk through

everything uh

in detail okay

yeah so let's just start off with

campaign right

we want to keep this video you know

you're very watching this uh if you're

watching at 2x speed

this is how i'll normally watch my video

i'm just gonna

go through things very fast um

this is how this is the facebook lead

campaign

it's not much to go through in here but

just to just to let you know this is

when the lead come in

you let uh you know facebook lead coming

you know children through this campaign

and you get book appointment by by this

campaign okay

and uh appointment when someone put an

appointment with you you remind them

hey you got a point with discount with

this uh with this time with this guy

at this place right so cancellation is

the opposite of that okay so go in there

and uh fixing some stuff um yourself

right take some time to fix yourself

this training is to recruit your own

affiliate

or um getting someone to use this

platform as your sauce

right as your um white label sauce okay

and uh the thing we want to go here is

uh the request booking

is when someone actually uh not showing

up to your appointment

you move them to a notion column and uh

send them to this campaign

and uh the sending proposal let's just

go through them but one by one it's

really really that simple

um what i used to do is that um i don't

we don't actually do this anymore

but just to cut costs and not using um

any uh third-party uh

you know third-party um proposal website

like panadox or anything like that

we um i used to be actually build a uh

proposal funnel

in the funnel builder and actually just

said i'm super excited to work with you

here

here's my proposal um so this is what we

used to do

but now we actually use uh sign requests

for our um

agency so we we actually don't really

send repo so if we actually focus on

getting on sale

like getting selling close people

without sending a proposal

right so i i would just not too worried

about this one focus on closing people

without sending proposal

like if you um ask any agency like

who at like the six zone figure mark

they hardly see any proposal when they

close right

um the the sign and the agreement come

after the close not before the close

okay so um

this is the nurturing email uh

we actually have just two emails going

out before the sales call i mean like

the initial conversation uh you know

with your uh

intro call which is call one and a call

to this is where the email

go to okay so between that first corner

second

second call there should be only like 24

hour 48

hour apart if you have like three or

five day apart

it'd be too long i don't recommend you

do that so that's all that's why there's

only two emails going out right now but

um

what we have as well is the social proof

campaign and this

what gonna make you a lot of money

because this is gonna be an email that

warm people up

before that um demo call we call that

call to

which is a closing call whatever you

want to call it that final call that

email is going to go out there

so um that is a lot of emails just

you know appointment sets all that stuff

um and they you as you can see they're

very close to each other just four hours

six hours six hours six hours six hours

10 hours 12 hours so this email going

very close together so

what what you should do here is to

actually um this nurturing email

you want to set the next campaign to be

a social proof email or you can send

them assignments here

simultaneously together if

uh you know you know if you don't have

enough time if the next call is like

48 hours 24 hours you want them to get

into the social proof

uh email okay so um we're gonna

talk about that in the trigger but um

this

nurturing email and the social proof

email should be connecting

together right so um again

uh the no show follow-up that one is

really to get a response

not asking them to book an appointment

or anything like that

um really just ask them to get a

response a request booking one

is a similar thing to the no-show one

but it's really more to get them to get

them to book an appointment okay

so one is to get a response just to see

if they're receptive

right and one is to actually get an

appointment and onboarding campaign is

actually

um when you close

the client and you're actually uh

sending them

more information um on how to log into

the software

the username and the password and stuff

right so

um uh this video not gonna go through

anything about onboarding because the

whole set up

about the prospecting is so long so big

so complex itself

we can't get you mixed up in this video

um um

we can make another video about the

onboarding one okay but we're just gonna

leave

that campaign alone for now right the

website campaign

uh again i'll show you this uh when

someone opt in to the website

so you just finish uh campaign let's

just do final walkthrough okay see if

anything on the website so final

walkthrough here

is i'm gonna start off with the last one

on that one so our website campaign

is um really a four-step campaign

it's you know just when when you do

prospecting

reaching out to people you know you want

to have

a page where people said you know when

people look you up

they see that website and um

we just do all of the work for you you

don't have to be anything from scratch

right come in here edit the page um

you know put your transparent photo in

here

you'll put a bit of description have

your case study in here

and have your team photo in here have a

few testimonials here

and all that click to an email often and

then when these people opt in

they go into their website opt-in

campaign very simple

right so um want to keep it as weight

and you know as simple as possible keep

it lean um

you know because unless you're running

at anything like that this website is

just there to actually

more for social proof online creation

sort of thing and it's gonna be your vsl

um you know watch my video and maybe

learn from it or make make your own

videos from that

but um the prospecting method that we're

gonna do here

is literally um not too much

involved on your website i mean like it

does involve on the vsl a bit

but you know watch my vsl learn from it

and actually uh

model from it right so the proposal um

funnel

is the one that i mentioned okay all of

this thing

like the contract agreement and stuff is

in here like i was being

when i was starting out i was being like

so so tight with budget and i want to

keep everything so lean

i just put all the scoop of work and all

that stuff

in here and you can just model it it's

literally um instead of just paying

penal dots or anything like that

uh just send people this thing and

when they click to it they can pay on

they can check

out on the next page so this is

different from the website one the

website is to opt-in get the information

this one is to uh send them the proposal

case study and all that stuff

scuba work testimonial all that stuff

then they can pay on the second page

and it's gonna be a thank you page so

it's going to be like an online check

out

really um why pay panda docs and all

that stuff

right um yeah so um

let's just talk about the hiring funnel

and the appointment setup funnel because

that

is what the snapshot is all about this

thing

what i show you so far is just bonus

that's all just bonus like it's good to

have

but what's going to make a snapshot a

prospecting snapshot

gonna be coming to this right but

um let me just check on my schedule all

right so

before i skip that i'll come back to

that too

in a second but we're to go to trigger

first because i don't want to miss this

because that's quite important right the

facebook trigger

um make sure that when you're setting up

you want to name stuff

as neatly as possible because you're

going to have a lot trigger in the

future you want to keep things very neat

right so when a form is submit you

obviously have your in

facebook integration ready um you know

all that stuff have your facebook

integration ready uh

add them to a facebook campaign easy

simple i'm not gonna go through that

okay

notify your client all that stuff um i

want to actually

focus so this is the proposal funnel

so when the form is submit you add them

tag when someone check out your proposal

or when someone uh opt into your website

you add them to a different tag

different place different opportunity so

go through that

um everything is set up for you already

but um let's just talk about

the pipeline right so um when

the card

moves to um when

the card in pipeline when option

pipeline stage and throughput system

so when the card moves to uh first

contact

right you add them to a nurturing

campaign right nurturing before sales

call

and um what you can do as well is

uh you add them to a social proof right

i mean like

the whole point here is not to automate

stuff okay

so um if let's say

let's say the strategy here is to have a

talk with this prospect

recall recall test and you know yada

yada you have a phone talk

um and then you move him

say look this is a good fit we'll talk

to you next next thursday you move them

here

and um the system automatically

will put this card into a no string

campaign

right not sure before self as you can

see no um

with the trigger we're gonna set to a

nurture campaign but what i normally do

for my own business is i don't want to

over automate everything

everyone is different every situation is

different there's no way to set an

automation

based on every circumstances right so um

what you want to do is like

based on how i feel about the

conversation i would add them manually

on a social

uh social proof campaign see if they

need it right

like that and then it just gets sent out

to them okay

so um keep in mind that the campaign

is there and you can add them manually

nothing has to be automated

in fact um when you try to over automate

things a lot of things can go wrong

along the way just you know my two cents

here

okay so obviously there's many more

steps that you can add here you can

notify yourself team notify your staff

notify yourself

whatever send a web hook add save here

a lot of things right so and when people

move to second contact

uh you want to send that them that

proposal link again

if you know how to close it depending on

what kind of closing tactic

you are using right now um you don't

need to uh send proposal

right again that funnel that ling was

there just

for you to actually use but you don't

have to use it okay

um and then i'll just send a

notification to myself okay

so again if just to be clear i do this

again

throughput system in pipeline that

that's it and then just click save

it literally can't be any easier than

this

okay um again

if you set this up right now you better

you know know that you actually

changed the writing on all of that

campaign right

so when this is what i do a bit

differently okay

so when someone um

here in throughput uh move to a

non-buying campaign

we add them to a dripping campaign so

that tripping campaign is involved at

sms as well right remember it's a 70-day

sms

but what i also do as well is i also add

them to my website out then

so even though that they don't opt into

my website it sort of gives them

both sms and email okay

both sms and email so we want to add

them to a campaign

and add them to a website opt-in

campaign

right so now they would get

um sms say hey i'm not a good you we're

not a good fit right now or it's not the

right time right now

but the sms will come back to them in

two months which is 70 day or 60 days

something like that

but in that meantime they also get a

dripping email from us as well so we're

going to get sms and email

okay all right

so um when people move to successful

campaign

uh successful column they get up to

onboarding campaign

right and when someone add to a no show

they

get out to uh uh no show campaign

okay so um everything here is literally

just

like that okay and when someone add to

laws

we remove them from all of the campaign

and we add them to a website

campaign again right shipping campaign

okay so um let me just to clarify one

thing if

um a lot of you may be um

confused right now about the non-buyer

and the lost one

why i have two different triggers for

that too so what's the difference

and this is really for um your reference

okay

so uh with my agency

is that um

in australia the sms is expensive

i will decide whether if someone if they

like receptive they have a legit reason

why why they can't start now i move them

here so we can spend sms marketing

to them as well and just to keep them on

the board i can see them and follow up

with them in the future

um so this is like people who receptive

polite and just not a good time

not a good time right now but for loss

it's like

i don't care like you come back when you

come back

i don't care it's like for people are

not that receptive

they just like mocking around the window

shopping that's what lost

only they get moved all of the campaign

and they get added to an email

campaign which is cost me nothing so the

sms cost me

some some amount of money so i want to

keep people on the board as well

so that's how i do it for my agency i

have you know two different way of

discard uh leads and prospects

um hopefully uh you know if you wanna

model after that it's up to you but if

you just wanna have one thing

to disregard uh people that's fine but i

like to keep people

that is quite receptive on the board and

non-sensitive off the board

so i always have my um thing on open i

never have it on all

just so you know okay

all right let's actually um focus

on the third planner how to actually

turn on the machine

and make this platform the system the

snapshot

work for your agency and your business

and pump

uh finally right so the

the third pillar of the bullet point is

taking action

and implement what i'm about to tell you

from now on

okay so look um come back to the

sheet to the sheet this is where

everything is um

you know uh one one thing is that

uh you know you need to actually

hire appointment seller to set an

appointment for your business this is

what the snapshot is about hire people

to do stuff for you okay and i'm gonna

include

everything you need to know um first of

all we actually want to uh i'll show you

the script that we use

okay and where to actually post uh the

uh the script sorry we'll actually post

a job post

so and like i said everything that i'm

actually giving out here have been

tested already

so the same script here as you can see

um

this post alone got us 253

comments okay and this is a different

post on another facebook group

at the same time uh you know i mean like

you can have the date this might not

have the date but i think i post this

weeks apart like one week apart this is

another 136 comment

right really by this exact same post uh

job script that i actually uh send

like have here you can literally just

copy and paste what work this is what's

amazing

about it and i even tell you where to

post it i give you the link to the group

and i said

you know go to the group join uh join

this group

and actually uh this is just the

facebook alone but you can also use

artwork online job.ph fiverr indeed

and uh many other job posting platforms

but what happened is when you just join

one group facebook gonna suggest

other group that you can join as well

okay so

um this is probably the best group that

got the result for okay

and this is the result for my own

calendar so

let's just go through um

the actual uh strategy right so the

strategy is to

go in make an attractive job post get

people in

with our funnel so um

let's say funnel get people

in with the funnel

okay and the funnel looks something like

this let me just edit the page

well i should really preview it though

um funnel looks something like this

all pre-built for you and when people

click they go to an opt-in email

and they go to a webinar and the webinar

is really

uh just a video of you uh describing

to them what you want them to do in this

job which is to

code calls for you are to prospect for

you right

so i have the orientation video already

you can just use my one or make your own

one

not not a big deal right so first thing

you should do is also add your domain

in here right i'm not gonna go through

how to add a domain in here

um but add a domain here and get this

funnel

ready to go right so um

this is our appointment application form

all that stuff

but really um this is more for

just an overview uh more of a detail

right so when someone opt-in

um you know they fill out the form they

send you a loom video

you get a feel of how they are and then

you you gotta go interview

and uh you know you know get them to

actually

call for you but where do you actually

get the list right

the list is a another job post but it's

gonna be a different post right so it's

gonna be look like this

right so the list is data mining we

gotta get the list

okay so um you can get it from

uh data mining at upwork

d7 lead finder any lead

scraping software for buglers so um

lead carrot headhunter something like

that

um there's just plenty out there on the

internet i actually post

in a click funnel group and people will

just like dm you like crazy

okay this is where you get the list so

first step

hire people get a list and actually

train them to actually call for you

but wait just wait for a second i'm

gonna show you what we have installed

so you can you so you actually don't

have to train

uh people that much okay

okay so this is what this is

what these um appointment seller

training funnel is

full right so this is in the funnel

again

let's say uh here it's in the funnel

it's called appointment setup funnel

keep in mind that i built this funnel

before the membership area was available

so this is what i actually use um you

know all the video is in there

i mean like when you preview it it's not

gonna work

because how it work is that um each

button

here is embed to a link so all you have

to do is add a domain to this funnel

and uh add that link to all i have is

open a new url

um you new new

link with a new tab so that's all a

button do

right and the link how where you get the

link is um

from each of the step of the funnel once

you add a

domain to this funnel it will auto

generate a path

to each thing so this is the link you

just copy it

and come back to the first dashboard and

put the link in the button

so hopefully that makes sense okay so

you must be thinking

um you know this this is not the best

looking funnel out there i gotta say to

that

um you know but i have set up all the

video all that thing for you

your appointment setup can just grab it

and just

go from there okay but this is what we

actually have

right now with our new training platform

that we've been using for our permanent

setup

right so it's in the membership area and

um we actually have it embedded into our

crm so if the staff coming to staff

login

actually all right

and this is going to be in our recruit

like our goodman snapshot guys

like check it out i'm going to leave a

link below as well on where you can see

our recruitment snapshot but

our cell training here is going to be

focused on mindset and everything going

to be in the crm it's not going to be

like

another funnel but with the prospecting

snapshot what i would try to achieve

is try to put on the onboarding the

hiring and recruiting and the nurturing

the prospecting in just one

place so you have a little bit of

everything just to get started

right but i want to keep it as lean as

possible i

want to keep it as a minimum viable

product okay

so if you want really more of an

in-depth uh cell training for your

appointment setter and for yourself

and this is not just for your va this is

actually for yourself

and for your closer that's why i put so

much work into this

like um appointments that are coming

here i tell them to go

to watch the foundation get started

and watch the outbound and then they

will get clarity

on um what's going on right

they will get clarity on what you know

the task is because and this is not

niche it's not specific to one niche

it's about them knowing what their role

is for your agency

so um we got linkedin training and this

is

closer training like if you know if you

want to know how to close like learn how

to close sales

or maybe train a closer this is perfect

and this is more than just appointment

setup okay so

um we have a lot of live coding and if

any of you haven't actually known me

um i actually very very passionate about

sales i record all of my calls

and um you're gonna have a lot of life

called me

from my training right live example

you know you know listen to what

actually work

because giving someone a script it's

different from actually show them

how the script works and in real life

okay

so um we're gonna have like all of the

va recording how i train

my va to my you know to reach a standard

to you know to fit with the company

culture and all that stuff

and um we're going to make like a new

lesson about

the prospecting how to actually prospect

better but

um this is going to be in the recruiting

recruiting snapshot but

what this is what you get you just get

the minimum while products

know what work know what doesn't work

and just you know

set up with minimum effort right so what

happened is you

cannot give a domain to this page right

you're going to give a domain to this

funnel which is

let me come back to funnel you're going

to give a domain to this funnel

and um you just put

an sop together you know go to google

docs

and uh give them the script give them

this training

and minus or add other videos that's

relevant to your agency obviously i

don't think all of that video

will be a good fit 100 for any agency

because

it's real literally i made it for my

agency that i just share with you okay

so um you know but we're gonna have a

lot of video there

just to help you get started but um at

and minus based on that but

if you really want to check out our

sales training it's going to be in our

prospecting

sorry in our recruiting snapshot and

that

is going to be like the real deal okay

so what just to recap to turn on the

machine

you know get a list it's not hard to get

a list

um get an appointment set up

agree with them on a price and uh post

post a lot of job posts and uh one when

you do that you should have

consistent appointment for your um

agency and then we use the nurturing

and the prospecting snapshot to actually

convert this appointment to a close

now it's really for you you know you

learn how to close cell up it's up for

your sales skill

and if you want to actually know

anything about sales go

and get our recruiting snapshot again

this is probably the end of the video um

you know if you have any question just

drop in the comment

reach out to me on facebook linkedin and

instagram but

this is a review a walkthrough of our

prospecting snapshot it's a very very

powerful tool

it's going to get you you know at least

you know

you know double or triple what what

you're actually

doing right now if you don't have this

in place if you're just doing like what

if you what you're doing right now is

google sheet

and stuff jp and all that you know

currently and all that stuff

by using this you should be able to like

you know 2x or 3x your monthly revenue

easy because this is a system that works

a system that automated a system that is

efficient

okay so um

it's really simple guys like set this up

the way that i walked you through to

this video

and if you have any training just come

to our help desk so this is when we

actually keep remember when i say keep

this link handy

um i'll help that's handy uh hang on

it's just gone disappear

so let's go to our help desk again right

what you want to do is um come in here

come to the help desk bookmark this page

put your email in here so you get a five

month dripping campaign so the same

campaign i give to you

you're gonna experience yourself right

and um come in here

right come to the training and obviously

uh

once you put your email in here you're

gonna get a lock in a log in

to this training lock into this training

right

this training this is i'm i'm already

logged in so if i like open it in an

incognito window it asks me to log in

so come in here and you're not gonna get

all four of that i think you really get

like one or two of that

so um come to the crm training site

you know watch the video that you need

to watch how to set up a domain for my

agency how to put a funnel together

how to do stuff together i know it's a

lot of work but

take your time do step by step in

increments to

incremental progress and you're gonna

get there okay

if you need any help um there's always

support for you everywhere everywhere to

go okay

so um this is how to set up your own

email smtp

but this is the training right put your

email in here

um you know watch a few setup video

watch how

other people um might have question

about uh the snapshot itself okay

cheers