3 Steps To Consistent Collaborations | Jodi Graham | Skillshare

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3 Steps To Consistent Collaborations

teacher avatar Jodi Graham, Productivity Coach

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Taught by industry leaders & working professionals
Topics include illustration, design, photography, and more

Watch this class and thousands more

Get unlimited access to every class
Taught by industry leaders & working professionals
Topics include illustration, design, photography, and more

Lessons in This Class

    • 1.

      Introduction

      4:25

    • 2.

      Why Collaborate

      7:57

    • 3.

      Step 1: Goals & Intentions

      12:36

    • 4.

      Step 2: Search & Organize

      16:06

    • 5.

      Step 3: Engagement & Outreach

      7:26

    • 6.

      How To Manage Your Time

      6:16

    • 7.

      Bonus Tips For Collaborating

      9:24

    • 8.

      Conclusion

      1:58

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About This Class

In this course you’ll learn my 3 step streamlined process to finding and joining a consistent pipeline of online collaborations and partnerships so that you can grow your influence, you audience and your business.

This course is for you if:

---> You sell digital products and offers in your business and…

---> You’ve never joined an online collab before but heard how great they are and have been wanting to get started or…

---> You’ve been part of one, two or a few collabs in the past and have been meaning to get consistent with it again.

And you'll want to get in on this course if you’ve ever heard others rave about the business growth they’ve experienced through collaborations, but…

---> You’ve never been part of a collab before and don’t even know where to start

---> It sounds like a lot of work and you ain’t got time to add any more to your plate

---> You’ve collabed with others in the past but got off track and can’t get consistent again

---> When you did collabs in the past it was kinda a chaotic mess on your end

---> You worry you’ll get sucked into weird and misaligned partnerships you can’t get out of

By the end of this course you’ll:

---> Have a ton of thought starters and ideas about where to search for and find collab opportunities

---> Be able to clarify your intentions so you’re joining only those collaborations that align with your business values and goals

---> Have an action plan for connecting with and reaching out to hosts and partners (because “cold calls” are gross)

---> Know what to track and how to organize all of the information and data you’ll collect during your search

---> Learn how to say “no” to those collabs that just don’t jive with what you’re working to achieve

---> Get so much momentum going that hosts are reaching out to you for partnerships

---> Have discovered tips for how to manage your time before, during and after collaborations (because collabs are important for business but shouldn’t take over your life!)

Meet Your Teacher

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Jodi Graham

Productivity Coach

Teacher

Hey There! I'm Jodi, a Productivity Coach hooked on getting things done *high five*!

I work with online business owners and solopreneurs who are stuck in inaction due to confusion and overwhelm. During our work together you discover how to translate your to-do lists, projects and goals into doable and actionable steps so that you can create a consistent pipeline of clients and income. 

I’ve guided my clients from frustrated, confused, stuck and spinning their wheels to focused, making progress and taking action on the most important stuff. They’re getting more done in a shorter period of time and feel a renewed sense of motivation.

Some have shifted from a mindset of “I never do what I say I will, so why bother trying?” to ... See full profile

Level: Beginner

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Transcripts

1. Introduction: Hello and welcome to three steps to consistent collaborations. In this class, I'm going to take you through my three-step process to finding and joining a consistent pipeline of online collaborations and partnerships so that you can grow your influence and your audience and your business. So before we get started, I just want to tell you a little bit about myself. I'm Jodie, I'm a productivity coach working with online business owners and solo printers who are stuck in an action due to confusion and overwhelmed. I help them to get clear and to feel motivated and to take quick action and make quicker progress on their goals. And what I love most in the world is yoga, reading, traveling the world, and also in my own backyard and all things. Woo-woo. That's about me. So this class is for you. If you sell digital products and offers in your business and you've never joined an online collaboration before, but have heard how great they are from others, maybe your fellow colleagues. And you've been wanting to get started or even part of one or two or a few collaborations yourself in the past and have been meaning to get more consistent with IT. Side note about Digital offers, It's not always the case that you need a digital offering or product to participate in a collaboration, you can of course definitely contribute or pitch one-to-one services and things like that. It's just that in my experience in most instances, a digital offer is really ideal and sometimes often the only option in order to participate. Namely for things like bundles and giveaways and things like that. And even if you are pitching services, having a free resource or download like a lead magnet is often an ideal way to attract people into your world, right? To attract that audience, to give them that online offering as a starting point to working with you. So if you're looking to join a variety of collaborations, having a digital offer is pretty much essential. This class is not for you if you're not willing to put in the work up front to create a process and system for yourself. Because yes, there is a bit of legwork upfront to get this process in place and streamlined and to get yourself organized. Once it's in place, you will have created momentum and will need to spend very little time or much less time on this process moving forward. This class also isn't for you if you already have an easy and efficient process for finding and securing partnerships and collapse. And it's enough for you if you're happy with the amount of partnerships and collaborations you already have in your calendar. And also this class won't be for you if you're looking for marketing or sales and, or hosting events advice, this masterclass is focused on finding, taking action on joining and being consistent with those collaborations. And disclaimers. I want to mention about this class. Again, we will be talking about how to find, take action on join and be consistent with partnerships and collaborations. The focus here will be on planning, getting organized, and managing your time, and being consistent. Of course, as mentioned, we will not be talking about marketing strategies or sales funnels or client nurture sequences, or how to effectively follow up with your new contacts that you make during any events or collaborations are part of a sales or marketing expert. I'm at productivity coach, so I'm here to help you get motivated and consistent and take action. So all of the information and providing in this class, as well as based on my own personal experience with collaborations and participating in various online events. And by the end of this class, you will know how to easily find collaboration opportunities and recognize which one's are a good fit for you. So you're not just joining any and all random collaborations. You'll be able to set goals and create a plan that allows you to quickly take action so that you can have a consistent pipeline, that consistent pipeline of collaborations booked in your calendar. And by the end of the class, you will also have a strategy to get organized and manage your time when it comes to creating that collaboration pipelines. So it doesn't take over your life. 2. Why Collaborate: Let's talk about why collaborate and all the benefits of collaborating with others. Second slide. These reasons may already be obvious to you, but in case they're not, I wanted to show them out. So the first one is grow your business visibility by getting in front of a new audience. Collaborations are amazing because they grow your general following and your e-mail list or whatever social platform or other online platform you are focused on growing collaborations, showcase your expertise so that people can get to know you better, get to know your vibe, what you offer, how you work, if you are the right one to help them. This also helps you to build that all-important know like trust factor, your professional credibility and your authority. And last, collaborations give you an opportunity to expand your network and meet new people in general, not just new clients, but also new colleagues and online connections. So right off the top, Here's a list of some of the most common types of collaborations and partnerships. In order to plant some ideas in your mind of what's out there for you and what's possible. So keep these in mind as we go through all of the modules in the class so you can start thinking of more ideas and thinking of specific examples and opportunities you want to take advantage of. So there are giveaways and bundles. This is where several business owners contribute a digital product or offer into the bundle or giveaway, and attendees can access everything there, all the offers that everyone's contributed. There's also online summits, which are very, very popular these days. It's basically just online, either pre-recorded or live interviews and presentations that you can watch and theirs roundups. This is like a blog post or even just an e-mail or landing page that lists several different products or offers within a certain niche or category. Roundup blog posts are very popular where people will do that. There's also workshops and trainings which can be like a joint venture or co-hosted with someone else or a group of people. There's also online conferences very similar to in conferences. There's also a guest blog posting, podcasts and interviews. Either you can be a guest of someone on their podcast and be interviewed by them on their platform. Or you can swap roles of hosting guests for each other if you have your own podcast. There's also takeovers, meaning e.g. you and a partner will choose a day or a time on which you will each host or present to their audience, you will host their Facebook group, e.g. are present to their audience multiple times throughout the day, maybe on Instagram, you'll take over their Instagram feed and stories and you become the host of that group or membership or social platform. Swaps and cross promotions, meaning you and someone else present your own content to the other person's audience. So very similar to the takeover, you could swap blog posts or IG posts or freebies and send each other's freebies, your e-mail lists. Facebook lives is another example. There's also features view can be featured in various ways in places such as networking groups, Facebook groups or mastermind groups. Other ideas are micro audio Summit, which are, as the name suggests, their audio only and they're like an online summit, but microbes, so just a little smaller and not as long term, just shorter time period, just a little bit of a smaller version. Book compilations, also being part of a panel or contributing to advent calendars, which I noticed this past year became very popular in December, running a clubhouse room with someone. These are just the tip of the iceberg. These ideas, there are so many other ways to partner and collaborate with people out there. So I hope you're already feeling a spark of motivation and excitement with these ideas right here, again, just the tip of the iceberg. So here's a summary of my own experience with collaborations. Since I started setting specific goals last year and implementing this process, I'm going to take you through my personal goal was to have two collaborations per month. Why Y2? So I wasn't personally overwhelmed. I had been part of collaborations in the past and I know how much prep and work they can be in terms of getting ready for the collaboration and promoting it and all that stuff. So I didn't want to overwhelm myself. I started with a conservative number of two per month, and I also didn't want to overwhelm my email list and my audience with event promos in addition to all of my own content. Because you do often, almost always have to promote the collaboration. It's a part of the package, part of the deal, and it's the right thing to do. You do want to highlight to your audience when you're part of something and allow them to join in. So April was when I got started with this goal. And from April to December, I have been or what? I was part of 19 collaborations and partnerships total, which is an average of about two per month, which slightly exceeds my goal by just one collaboration. 18 collaborations would have been two per month exactly. I was in nine summits, part of two podcasts in five bundles, one giveaway. I did one advent calendar and one Instagram joint post slash carousel. So the results that I achieved were about 100 to 200 new email subscribers during each mid-sized to large size event, which was most of them. For the very small events, I got about 40 new email subscribers. And then the most successful event that I was part of, which was one of the summit. I got over 1,000 new email subscribers just from that one summit. And I was shocked in a very, very good and happy way. And on top of that, I had about a 2.5 to 4.5 conversion rate on my trip wire offers. So when I had promoted my freebie lead magnet download, I have a trip wire offers, so I made some sales on that attitude, 0.5 to 4.5% conversion rate. Which was great. And that's when I had one. And I really advise that you do have trip wire offers for your freebies and downloads. It's just an extra added value offer for your audience. It's a win-win for everyone. And of course they don't have to get it if they don't want to. I'm not a marketing expert again, but as a business owner, I can see the difference it makes in the sales they make. And a 2.5 to 4.5% conversion rate is actually quite good. And I really saw how I lost out on an opportunity there when I didn't have a trip wire. So the steps that I took in order to reach my goal, I thought through, first of all, I thought through and set goals, clear goals and intentions. Step two, I started to search and compile and organized a database as a spreadsheet of all the events and opportunities I found in people's names, people who were hosting, etc. So just all the data. I put it into a spreadsheet to collect it. Step three was about engagement and outreach. So I was connecting with hosts and attending events and choosing wants to apply for and just doing a little bit more deeper research. As I mentioned, this is a lot of work upfront, but now that I've done that, that legwork, the momentum has built and opportunities now appear all over the place for me and I don't have to go searching for them. They literally like up here in front of me and it takes just a few minutes here and there. Add an event and information to my database and just do some outreach and apply for the ones that are right for me. 3. Step 1: Goals & Intentions: So let's get into step one, goals and intentions. This is about what to do. Before you start your collaboration search. You want to set goals because even though you have little to no control over the outcome of events and collaborations that others are hosting. Being clear with your own goals makes it easier for you to find collaborations and events that help you achieve whatever goals you do have in your business. And you want to set intentions because you want to ensure you set boundaries for yourself so you don't get carried away applying for all the collaborations out there, which will lead to overwhelm and being in front of misaligned audiences and doing things that you are comfortable doing in some cases. And so you're not contributing all your products and constantly creating new products or submitting the wrong products. And also so it's easier to recognize when and collaborations just a good fit for you. And ultimately this means you'll be much less overwhelmed in the process. And it will help you later on, once you've joined some collaborations in terms of deciding what kinds of content you want to present and the freebies you want to offer to attendees. And any trip wires and upsells you want to include. It'll just help you. That's just to say it'll help you tweak and refine your process and your offerings for these collaborations. So first let's talk about setting goals for what you want to achieve through collaborations. So ask yourself, what ultimate outcome are you looking for from the collaborations? Why is the collaboration important for you and your business? Some general examples would be to increase your email list, to grow your e-mail list for a specific reason, whatever strategic business reason you have for doing that, or growing your income, making more sales, to get more clients, to network and just meet new friends and make new contacts. Those are just overarching general examples, but that's the direction we're going in here. Like how does joining collaborations help you meet your business goals? Also, ask yourself what specific niches, audiences, and subject categories are you looking for and can you contribute to and makes sense for you to collaborate on? You want to make sure that the audience of the person you're collaborating with or the business you're collaborating with a lines with yours and with your ideal clients and customers. And obviously you'll want to be speaking about subject matters that you're an expert in and that relate to your business and that you're contributing content that's within your realm of expertise. So the subject, the content and categories included with any, within any collaboration should fit what you have to offer. And third, ask yourself, how many collaborations Do you want to be a part of? You can set goals monthly, quarterly, or annually, whatever works for you. When setting your goals, remember that it does still take time and energy to be part of and participate within collaborations once you've joined. And there's a lot of things that need to get done, like the application process, filling out the intake form, which is in other words, sending to host all of your materials and your bio and your headshot and all that stuff so they can set it up on their end. It also involves any updates or tweaks that you would need to make to a product or offer that you are contributing to the collaboration, e.g. if you have to create a landing page, our setup, a new sales funnel or an email automation. Even if you just have to tweak those things, maybe you actually need to create a new product or create a trip wire, set up a thank you page, or a promo code. There's a lot of things to consider, so if any of that has to be done, it obviously takes time. Also, reading through all the collaboration information rules and guidelines. Good hosts of events and collaborations will provide that. And it just takes some time to read it and understand it and follow the rules. And there's also reading and signing the contract that the host would send you, creating and sending and posting promotions for the event to your own audience. Also, potentially participation during an event, e.g. in a Facebook group that's dedicated to the events are going live somewhere answering attendee questions. Some events will have networking sessions, Q&A sessions, co-working sessions. Obviously this doesn't apply to all collaborations. This is just something that happens in some of them as extras for the attendees. A lot of this sort of thing is optional, but ideally, you'll want to be engaged in as visible as possible in order to make the most of the collaborations you are part of. The hosts usually do want their contributors to give as much as they can as well during the event, which is a reasonable expectation they want to provide as much value to the attendees and audience as possible. And that's why they set up these events. So something to consider that will take time. With all of this, I personally found that two collaborations per month was more than enough time and energy-wise. So next is setting intentions or in other words, your boundaries. What boundaries do you want to set for yourself around collaborations? So some things to think about. What rules are you willing to accept and not willing to accept, e.g. are you willing to pay money to participate as a contributor? In a collaboration or it will, you will need to free opportunities. So a lot of people have a lot of different opinions about paying or not to be a part of a collaboration. I have personally been burned by a paid collaboration, and that was because I randomly found the opportunity, did not know the host, did not ask for any details from the host about their past events and collaborations and events successes. And as a result, I received basically zero new email subscribers, which is my main goal and collaborations to grow my email list. And this host was just MIA afterwards as well. When I did start asking questions about attendance for the event and conversion numbers and all that stuff. But I've also had great success with a paid collaboration that went really smoothly. So this is just a note to ensure you do your research and your due diligence. Get to know the host, understand why it's a paid collaboration is super-important. E.g. are they putting the money into marketing efforts for the event? Or they donating the money to irrelevant charity or something else equally important that makes sense to collect money from the contributors. It's just a note to do your research and get an understanding of why it's a paid collaboration. And I've seen people ask and Facebook groups of hosts like why is this pain? Why are you making? Why are you requesting contributors pay? So it's okay to ask, also in terms of setting boundaries, ask yourself how many promotions are you willing to send your audience? They're often rules and guidelines from hosts about the minimum number of emails you must send to your list. Including dedicated e-mails, meaning emails focus solely on the collaboration, not just I mentioned in the footer. And they'll often have a minimum number of social posts as well, not always some hosts and collaborations, you'd still have no requirement. They just say do what feels comfortable and write to you. But there's often rules like that. So know what you're okay with doing. Also, what if applicable, is the minimum email this size, this is often not requested and doesn't matter to the host. But sometimes it is, it is a request and to have a certain amount of people on your email list. So this is just a note to be aware of what you can and can't commit to. And if your list size is less than what the host is asking for. But you really want to partner with this host, this event and feel like it's a great fit. You could position your listing agent if it's really high or other impressive and valuable metrics to the host, you never know how flexible they'll be and what they're willing to bend on. But don't just flat-out ask and just say, hey, can I do this anyway? Showcase what else you can bring to the table such as like, I don t know, 80% open rate, which would be like, Wow, that's really great. That's a really engaged list, even though it's smaller than they wanted, we can showcase It's really engaged. The next boundary is that what sort of participation Are you comfortable with? E.g. are you okay Going live or being interviewed live or do you prefer to do pre-recorded audio and, or video? Are you cool with doing audio and or video in the first place as the one you prefer one you don't want to do, or do you prefer no audio or video and only want to submit digital products? Also, are you willing to go live in a Facebook group for attendees when this is requested? Just writing a post in the Facebook group is often an alternative option or something you could ask about. Are you willing to use the hosts graphics for your promotions so they may not be the colors are images that are on-brand for you, but you almost always need to use them as is. You need to use the promotion graphics. Almost always as the host provides them. So just know what you're okay with. And sometimes there are events such as ask the expert, networking, co-working, things like that, that are part of a collaboration like a summit. How okay are you with those sorts of things? Just know that upfront. And last Here is what products or offers are you willing to contribute? So do you want to use your current products and offers, or would you rather create a new product dedicated for an exclusive to collaborations? It's sometimes a rule for collaborations such as bundles and giveaways that you can't include one-to-one services like consultations and coaching. And that your product must be digital. And this is because services in one-to-one sessions are time limited and you can only do so many of them by their very nature. So it's possible to run into a situation where you have a huge wait-list or a backlog of clients waiting to work with you. And people want their gifts and whatever offers and products they grabbed in this collaboration event. They want them sooner, they want them now, rather than later on. They want instant access. They don't want to wait, right? So if you get a backlog of clients and they have to wait six months to work with you. It's not ideal. So that's kind of the reasoning behind not including one-to-one services. Also, hosts usually want to promote something free to their audience and products are most often free for attendees in things like, again, bundles and giveaways. Some bundles are paid. There's a lot of free ones though. And giveaways are just that giveaways. They're free. So because either the event is free or when it is paid, the attendee pays one heavily discounted price to access all the products within the bundle. So just know if you're okay allowing others to access certain products and offers you have for free or at no charge? Well, products are usually free. The minimum value of products is often defined by the host. So know how much your product's value is as well. If you do dedicate something to collaborations have $1 value for it, because that's usually transparent within the collaboration. And the ranges I've seen requested most often are $29-100. I mean, that's just a guideline. It definitely varies depending on the collaboration. Sometimes there are extra rules and guidelines about the products they'll accept as well, such as it can't be offered for free anywhere else, or that it can't be sold outside of the event. So think about things like that and you'll learn as you go, obviously, the different rules that people come up with and what's most commonly requested. So just know and think about what you're okay with and not okay with. Lastly, are you willing to contribute additional offers and products like extras such as game and bingo prizes or an all access bonus. Because often e.g. for a bundle or summit, there will be an all access pass which people can pay extra for and then they get extra bonuses and things like that. So some things to consider ahead of time to prepare yourself and know what you're okay with and not okay. 4. Step 2: Search & Organize: Step two is search and organize your collaborations. So this is about finding and compiling opportunities. Here are some ideas right here for where to search for those opportunities. Facebook groups, you're already in. Facebook is a great resource and if you're not, you're not already on Facebook. I would recommend joining Facebook for the sole purpose of searching for and finding collaboration opportunities. It has a plethora of resources and groups and connections you can make there. So if you're not on Facebook, I'd recommend getting on just for this purpose. You can use the handy search feature at the top of each Facebook group. And search for keywords such as collaboration summit bundle podcasts, or even phrases such as looking for speakers. Need a guest, things like that. Anything someone would post to write up in a post looking for contributors and partners. Not all the results you get will be for collaborations and partnerships, but it is very easy to scroll through the results you get and scan for those that are because of course you're just searching for keywords that are very common in posts that are about finding collaboration opportunities. Some won't be, some people obviously just use those words for other, other purposes. But it's very easy to scan the results and see which ones are opportunities you want to take advantage of. Also, there are Facebook groups dedicated solely to speaking and collaboration opportunities. And you can use the general Facebook search bar to find groups like these to join and use the same keywords as you would in a specific group. Things like collaboration summit speakers, to pull up a list of groups based on those keywords. Again, keep in mind some of the results won't be exactly what you're looking for. A lot of the results will probably be for private Facebook groups that are dedicated to specific events there for attendees to join because they've signed up for a specific event. So obviously you don't want to join those groups unless you are attending the event. But again, it'll be very easy to scan through and see which groups are just open for people looking for opportunities. And once you are in a Facebook group, I suggest turning on all notifications for those groups so you see every single post and you don't miss a single opportunity, especially when you're just getting started and doing your research. Since most of the posts and groups like this will be for opportunities and people searching for partners and collaborators. So to do that, as of today in Facebook, this may change at any moment, but I know right now as of today, when I'm in a Facebook group, on the top left corner, there's a button. It'll, there'll be a button somewhere at the top for you that says joined. And there's a pull-down menu there where you can choose manage notifications. And that's where you can choose to turn on all notifications. So you are notified by Facebook of every single post and then you can always change that later once you're done seeing every single post. So let me skip ahead one slide. This is a list of Facebook to get you started. So feel free to take a screenshot of this or come back to the lesson later when you're ready to start your search and get into those Facebook groups. This is a great comprehensive list of groups that I'm in. Most of these groups that are dedicated to collaborating and finding opportunities. So let's go back to one side. There's also the Facebook events area. So you can use this area to find events already happening or that are already scheduled. You can add them to your database and or attend them yourself so you can check them out and start to get to know the host and the vibe of the whole event and see if it's something you want to look at in the future. If it happens again, the event that is just utilize a search bar within the events area and look for similar keywords. Again, like Summit Conference, podcasts, things like that. You can filter for online events and for in-person events if that's something you want to specify, if you're interested in just in-person events or just online events, be sure to check out the professional networking category as well that is very relevant to collaborating and partnerships. Also look within the discover events area or use the discover events option. This is where Facebook will filter suggestions for you based on your location, I believe, and your interests and things like that. It just filters events that it thinks you're interested in. So just click around in the events area, explore and see what you can find them. Next, you can join collaboration and speaking directories in your search over all, you will naturally come across directories like these. And you just set up a profile within that directory as a person looking for collaborating opportunities and speaking opportunities. And you include your business details, your bio, your area of expertise, and all that stuff, all that information so that hosts of events or people looking for guests on their podcast or speakers can go into these directories and search for certain niches or areas of expertise. They'll reach out to you and ask you to contribute to their event or podcast or whatever. And often on these directories, you do need to include a list of previous collaborations or events that you've been part of. So no need to rush into this option. If you don't have anything under your belt yet, any events under your belt, maybe get a few collaborations on your belt first and then come back so you can include it in your profile. You can always set up a profile upfront, but having those examples is very beneficial. And you'll see at the bottom left-hand side of the screen, I've included virtual summit search.com, which is a really great directory and a really good place to get started with that. So another option, networking and simply talking about what you're looking for. So this sounds really basic and obvious, but we so often forget to talk about and say aloud and to others what we need and what we're looking for. So you'll feel like a broken record after awhile as you start to talk about it a lot with people and mention it to those you're speaking with, but that's a really good sign. It means you're talking about it. You're letting people know what you're looking for. So just share with them what you have to offer, the types of collaborations you're looking for, and the audience that you're looking to speak to. So just having a quick snippet or blurb that communicates these things makes it so much easier for people to recognize when an opportunity is a good fit for you and to bring it to you to recommend you. I've actually seen a lot of people ask for speakers and partners at networking groups that I've been part of just as we chitchat and networks. So opportunities may come up for you there too. You can outright post about what you're looking for online. So similar to talking to people one-on-one about it, you can just put it out into the online social world by writing it down as well. Again, like with networking, be super specific so that you're not getting misaligned or weird offers that don't make sense for you. Let people know what you're looking for. You can also create a contact me about collaborations here section on your contact page, on your website. Because you never know who's landing on your website. A really efficient way to communicate your intentions to others, lets them know you're open to collaborating. It makes it really easy for them to just get in touch with you if they seem like a good fit for them. And bonus points if you include specifics about what you have to offer and what you're looking for. Again, so you're only getting people reaching out to you who are a good fit and are aligned. Then last on this page I have Poly work and LinkedIn. So these are two great sites to utilize. Pali work is a collaboration network and really great for things like podcasting and content creation opportunities. I've personally seen a ton of those sorts of opportunities on Poly work, but I'm sure there are a ton more. It's a huge network, online network dedicated just to finding collaborations and partnerships. And you can also utilize LinkedIn, a great resource to find very various opportunities and to connect with potential partners. Again, just searching around. On the platform, you'll find plenty there. So you definitely also want to make the most of your emails and watch the email newsletters that you're already subscribed to very closely. Look for what I call a call for speakers. Other business owners will often tell their e-mail list when they're looking for collaborators, when they're having an event, and when they are looking for collaborators. Once I started looking for this in my own emails, I saw them everywhere. Once. It was kinda crazy one, I just set the intention and thought, Okay, I'm going to start looking at my emails. They were everywhere, whereas before I just didn't even notice them. So they're often at the very bottom of the emails as well. Not always, but often they will be at the bottom as a footnote. Just look at the emails closely all the way to the end to see those opportunities. Also be on the lookout for collaborations that your friends and colleagues are part of. This was also used for me once I actually started intentionally looking and noticing and compiling all the info. So often, your friends and colleagues, if their parts, part of an event or collaboration, they will promote it. So that's why you'll see it in their emails. And it will be something that's already scheduled are happening, but it's good to have as reference and add to your database for the future. Because if someone's hosting one event, they're likely going to host another event. Or if they're having a podcast guests, they are likely going to want more podcast guests down the road. So it's great to compile that information. And also you can follow the hosts that coordinate these collaborations and events, the ones that you're very interested in joining and participating in. And you can join their email list if you're not already, not already on there and or sign up for their events. So you can benefit from the event itself as an attendee. And so you can continue to follow the host and look for those call for speakers and other opportunities in their e-mail newsletter. So all of this email business, this will create some congestion in your inbox if you do start signing up for a lot of newsletters. So I wanted to touch base on how you can keep this organized in your Gmail inbox with a dedicated label or folder. So I'm using Gmail. I'm going to reference Gmail and the process to set that up in Gmail. I'm sure all other email platforms have something similar if you're on another platform. So I would, yeah, it'll probably be similar to this. But I'm going to speak to Gmail. So first you'll want to create a folder called collaborations. Events, summits or whatever makes sense to you. A folder dedicated to just these e-mails that you will be keeping an eye on for opportunities. So as these collaboration related e-mails start to arrive in your inbox, you will want to move them to this folder right away. To keep them from congesting and filling up your inbox. You'll choose the three dots in the top right-hand corner of the email. So there's a little menu pull-down from the three dots in the top right-hand corner. You choose those. You choose filter messages like these. And you're going to create a filter based on the sender's e-mail address. So you click Create filter, then you choose the rules. You can choose Apply label. This is where you will choose the folder that you set up specifically for these collaboration emails. And then you just choose skip the inbox. And this will send e-mails from that email address directly to that folder you set up automatically, they'll move their out of your inbox into the folder. They won't delete, they will just be filtered into that folder. So they don't congest your inbox and you can refer to them later all at once when you're ready. Just, I recommend scheduling some time, setting aside some time so you don't forget about them. To go through that folder and all the e-mails. And you can edit or adjust that filter anytime, of course, in your settings under filters and blocked addresses. And probably, probably the most important part of all of this is to keep all of this info and data you're gathering organized in a spreadsheet. So this will relieve a lot of stress and overwhelm as it's easier for you to find and keep track of all this information. You'll be able to reference collaborations you've participated in the past so you can promote them and highlight them two hosts of upcoming collaborations when you need to, you can keep track of your upcoming collaborations and you'll have that quick reference of dates that the collaborations live and when the promotion dates ours. So you'll know at a glance if you're open or not to accepting other collaborations at any given time. It will also help you easily see if you're meeting your goals, your monthly, quarterly, annual collaboration goals, e.g. if you have a goal of two per month, are you meeting that you'll be able to quickly see that with a clean spreadsheet, you can keep track of those promotion dates. As I mentioned, you can stay on top of all your collab to-dos and deadlines with a checklist on my own tracker, I color code. The collaboration is based on if they are collaborations and part of and they're coming up or their collaboration is a part of and they're happening right now. Or they're a collaboration I applied to and I'm just waiting to hear if I'm accepted. And then those collaborations that I'm thinking about applying to, but I'm not sure yet. I keep those color-coded. So again, at a glance I can see the status of all of them. And on this slide, this is just a screenshot of my own collaboration tracker that I created in Google Sheets. So what sort of data just listed a bunch of data that you'll want to keep on this tracker, this spreadsheet. But to have a more comprehensive list, you'll also want to be sure you have the product or offer that you contributed. So you can be sure to mix it up once in awhile. And so you can track the results for specific products or offers. Plus, it can just get really confusing what you have and haven't contributed once you start doing a lot of collaborations on a regular basis. And even once you apply for collaboration, between the time you apply, it happens, you will sometimes forget honestly, what product you said you would contribute. So it's nice to have that all in black and white. And as I mentioned, you can keep track of your collaboration live dates. When is it actually happening? The promotion dates, when is the promotion window that you need to do your own promotion? General collaboration details like any Facebook group or a Slack group that's part of the collaboration. The sales page for it, a link to your intake form, a signed contract. It's nice to keep a copy of that. The hosts contact info in case you need to get a hold of them for any reason so you don't have to search everywhere for their contact info. Also your to-do list and action items and everything you need to get done because there are a lot of moving pieces with promotion, various events if those are happening, the intake forms, contracts and other preparations. Also, if it's something that people are paying to attend, you'll maybe have the opportunity to be an affiliate and make some income off affiliate sales. So you'll want to keep your affiliate info like your app, link, your dashboard, track your stats, all that stuff. Also any rules or guidelines that you want to remember or keep top of mind for the collaboration. Also your total income and payouts which can include affiliate income and also any sales of your trip wires are upsells that you do have and your final results of the collaboration is something else to include. So whatever your metric of successes, the number, total number of new email subscribers you got from the collaboration, conversion rate on your trip wire number of new clients, or simply just the number of new contexts you made, whatever your metric is, it's nice to have that again in black and white and laid out. 5. Step 3: Engagement & Outreach: Step three, engagement and outreach. So it is time to take action and choose your collaborations. This step is super easy now that you have clarified your goals and intentions and have a spreadsheet tracker and database for all the collaborations and opportunities that you have fact. So first of all, you want to be checking out the collaborations themselves. So this can include checking out the application forms for collaboration, details for contributing on the application page, checking out the sales pages for a collaboration already scheduled and for which applications are closed that maybe you want to come back to you in the future if it happens again, ask yourself, does it help you meet your goals? Does this collaboration have the potential to help you meet your goals? Is it aligned with your intentions and boundaries? What kind of content and or offers can be contributed? And do you have what they're looking for? Can you meet those expectations? And what are the rules for participation? Are you okay with them? Can you adhere to them also? Do have any questions about them. Is there anything missing? Do you do the live dates work for you when this event is happening in live? Does that work with your schedule? Promotion dates also work for you and your own content calendar, or do they overlap with any other launches or promotions you have? Also, you'll want to check out the hosts, checkout and connect with the hosts if you're aligned and impressed with what you see and what they have to offer, or your audience's aligned and, or complimentary. Do you share similar business and or personal values? Have they hosted collaborations or events before? First-time hosting is definitely not a reason to decline or avoid an opportunity. It's just a nice to know that you have some expectation of how it's gonna go and how secure they are with leading the event. It's just a nice to know. Also, follow and engage with them on social, join their newsletters. We talked about as I track collaborations, I often see online colleagues as speakers at events that are already scheduled. So I will reach out to them and ask their experience with that collaboration and with that host, if it's something I'm thinking about, joining in the future are applying for in the future. Also do generally get a good vibe from this host. Do not underestimate the value of a gut feeling. Ignoring that gut feeling can result in a lot of trouble and wasted time if you ignore it and plow ahead anyway. There are a lot of other events and collaborations out there. There are a lot of opportunities. So if something does not feel right, it's okay, there will be plenty, plenty more efficient. And C is they say, bonus tips for connecting with these hosts. Get to know your potential hosts, the partners better, or about pages or meet the whole sections of their event sales pages. If you're looking at an event sales page and there's no website, I like to find, you know, their social sites and their website. Check out more about them if they don't have that because it is a sales page, so it's often a missing. They want people to focus on joining the event. Check the FAQ at the bottom of the page. There's usually a FAQ at the bottom. We've got more questions. So the very last one is usually, Hey, do you Is your question not answered here? Do you need something else? And they'll have an e-mail address in there. So that domain, after the at sign in their email is almost Always their main website domain, right? It's their domain. So take that domain after the at sign.com and see if that works or search for it and Google, it might be like a.ca, dot.uk or whatever. Another cool resource is Hunter IO. So this is a website I found where you can search any business and it will give you back contact information for that business. So it sounds a little creepy, but it's really just a search engine and the information, this contact information is somewhere on the web. Hunter IO is just finding it on the web for you in a much quicker way than it would take you to try and find it and sift through hundreds of pages trying to get it. Hunter IO is a great resource for that. Optionally, you can ask them the host for stats of previous collaborations or events that they've had. Only or further podcasts or whatever, only once you've connected and gotten to know them and, or your at the application process, right? This can help you decide if the collaborations meet your goals, are, can help you meet your goals and give you an idea of the results you might end up seeing. Again, it's kinda out of your control when someone else is hosting the event and it's hard to predict exactly what kind of results you'll get, but it can help you have a general understanding when you know, sort of stats and the audience and conversion rates and things from the past. But like I mentioned, only once you've connected with this host or you're at the application stage, I wouldn't just reach out cold and the Hagen your stats, That's kind of weird, right? Wait for that stage. But note some of the host's get so many applications and are so busy with that. They may or may not have the bandwidth and time to send it to you. And that's totally understandable. It's not something I've ever done. I don't think I've asked after an event what were the results of the event, but I've never personally asked before I joined an event. And it's something I intend to do in future. So that's a choice you have to make for yourself. I think it goes without saying be genuine in your engagement and connections with them, and never asked for a favor or a collaboration of someone who doesn't know you reach out, get to know one another first and don't just outright ask, like I mentioned, for all their stats and previous clubs or whatever. And don't just ask what they can do for you. Come to the table with your value and what you have to offer. In my experience with collaborations, they've been absolutely amazing experiences in general and super successful. And it's possible it won't always be a window. So be ready to say no sometimes, especially when posting outright looking for opportunities, like putting it on your contact page or telling other people to refer you or whatever. Or if you're joining directories, which is when people will then be initiating contact with you and asking you directly, Hey, do you want to join my event or collaborate with me? There can be that feeling of pressure to say yes when someone asks you. So remember, it's okay to say no. And some very aligned and reasonable reasons to say no can include your audiences aren't aligned, or you've already committed to too many other collaborations or events during the same time period. Or you can't fulfill one or more of their rules or requirements or their event infringes on one of your boundaries, e.g. they're only doing live videos, but you prefer to do prerecorded. So those are some, again, just very legitimate and authentic ways to say no. Honestly. 6. How To Manage Your Time: Now, for some tips for managing your time and staying organized on top of what we've already talked about. So here's some tips. Set aside time and block off time in your calendar each day or week to search for opportunities. Go through the Facebook groups, check your emails in that filtered folder, all that stuff, set up the process and block off the time. Start with a small number of collaborations as well and a conservative goals so you can get an idea of what you can handle and what you enjoy doing without getting overwhelmed and in too deep and over your head. As I mentioned in a previous lesson, I set a goal that I thought was conservative of two collaborations per month. And it turned out to be my absolute maximum, at least for the time being. Of course, use a spreadsheet, as we discussed in a previous lesson as well to track all that information and all of those details are going to be compiling. And save templates and swipe files for yourself, including things like blurbs about your products and offers that you'll be contributing because they'll, the host will request a summary or a quick snippet of that describes your offer so they can copy and paste it on their end. Your bio include a short version of your bio and a long version of your bio that's often requested as well. A promo copy. I mean, you'll get swipe copy and have different copy for each collaboration you're part of. But having a template and outline can be really helpful and help you save time each time you have to put those together. Also have two or three products or offers ready to go exclusively for collaborations. I have found having products and presentations dedicated solely to collaborations made the whole process so much easier for me. I did not have to decide each time what to contribute, and didn't have to worry about any potential rules about not offering the product elsewhere. And I didn't have to create anything new. I had a little library of offers that are just for collaborations that I could choose from and it made everything so much quicker and easier for me. Also test your sales funnels and payment process and the whole client journey. Host of events will often test your product, download funnel, all of that to make sure that it works. But you should definitely do it yourself upfront. Because that makes you look professional when everything just works right away for the host. When they go to test it, you will lose leads if the hosts don't happen to check it themselves or no one realizes there's a glitch. It makes it easier and saves time for the host and it makes it easier and saves time for you. Because when something isn't working, it's a huge time suck that happens on the back-end with not just figuring out what's wrong and fixing it, but all the back-and-forth communication that has to happen between you and the host as you troubleshoot and fix the problem. So to save yourself tons of time also, you should have a general to-do list or checklist and a promo to-do list or checklist. On the general to-do list, there would be things like reading through the rules and requirements and expectations from the host, completing their intake form, reading and signing the contract. Anything that needs to be done for your product or sales process, like creating the product or writing a blurb or description about it. Creating a promotion code needs to be 100% off. You may need to create a code for that. Landing page creation. A thank you or direct Page Setup, setting up the sales funnel itself and the e-mail automation. If any of that is missing or if all that's missing, that's a lot of time. Each of those things takes time, so just make sure you have all of that on your checklist and that you can ensure it's all done and you have enough time to tweak or set up whatever you need to. Any participation also that's happening during the event, like in a Facebook group or Slack group going live, answering attendee questions, networking sessions. A lot of that stuff is optional. But do remember to include things that you will be doing on your to-do list. You want to be engaged and you want to be visible to make the most of those collaborations you're in. And the host will want their contributors to give as much as they possibly can as well for the benefit and value of the attendees and the audience. On the promotion list, there will be things like writing and scheduling your emails, letting people know, letting your audience know about this collaboration. I use a general template and obviously it needs to be updated for each collaboration because there's different information for each collaboration. But it's a great time-saver to have just a formula or an outline to follow each time. So e.g. I. First talk about the highlights and then I talked a little bit about the host. And then in my e-mails on certain graphic, I will list some other contributors that I would like to highlight to my audience who I think my audience will most likely to check out. Then I'll put a summary of the details like the date and where it will be happening and all that stuff. So I have a formula and outline that I can follow each time that just saves a lot of time and it makes it so much easier to write up the promos. So also create and schedule social media posts. So I take portions of my emails, I write the email first and I take a portion of that and put it on Facebook and Instagram. That makes that process so much easier rather than just starting from scratch on Facebook and Instagram. Sometimes I pinned my social posts, so that's something else to add. Adding it to your blog sidebar, adding it to an upcoming events section on your website, adding it to your link tree on Instagram, sometimes I'll add a cover image to a Facebook business page. Ig stories going live to talk about it. I might promo it in Facebook groups I'm in where that is allowed. I make a list, as I mentioned, of other contributors and participants that I want to highlight and shout out to my audience who I think my audience will most likely to checkout. So there's all that stuff and of course include any other social platforms, anything you plan to do to promote this event, writing blog posts, TikTok, clubhouse, Pinterest, whatever. All of this is, by the way, included also to be included in your collaboration tracker and database. 7. Bonus Tips For Collaborating: Now for a few bonus tips for participating in your collaborations and partnerships. So another disclaimer, I am not offering sales or marketing advice. These, this is some best practices that I have learned through my experience with collaborations. And always be sure to check the rules and guidelines for each collaboration for this kind of stuff that I'm going to go through, make sure it's allowed and appropriate. So the first thing is you could create a sales page or landing page dedicated to that particular collaboration you're part of. I have only done this once myself and have seen many, many other people do it so that you can personalize the page a little bit more. I mentioned the specific collaboration and details about the collaboration. So it's only meant for people, only meant to be seen by people who are, have joined this collaboration, who are attendees or participants. Plus it makes it easier to track the results of the collaboration because you can track links, clicks to that specific link, to that specific sales page and the conversion rate and all that sort of thing. So having a dedicated sales or landing page can be very helpful, not necessarily just helpful. You can optionally add your own bonuses for anyone who signs up with your affiliate link for those collaborations that attendees paid to be part of. So this can really only makes sense for those higher ticket items and events where people might need an extra incentive to join. But it can be really fun to say, hey, sign up through my link and you'll get this bonus for me, a free offer that's worth whatever 40, $50 or whatever. I'm just throwing random numbers out there. So having a bonus is also an option. Some people also recommend temporarily turning off your email automation that attendees will enter into. Just push it back a little bit in terms of dates or stretch it out for a few days at least, because for larger events like a bundle where there's maybe 100 people, which happens at part of the bundle and contributing to the bundle. It's a good idea since the attendees will be entering numerous email automations as they sign up for a whole bunch of offers, right? So your email may get lost in them. So it could be a good idea to just temporarily turn off your e-mail for a short period of time until the event is over, and then get back into their email inbox once their inboxes hopefully quieted down. Also use your own words when writing promotion materials. So you can reference swipe copy, which is often provided by hosts. For things like bundles summits, most collaboration's. But don't just copy and paste it. Add your personality to it so it doesn't sound like everyone else. And include your own perspective and your own stories like make it interesting for people instead of just copying and pasting, because it can be kind of obvious when it's copy and pasted, it can sound kind of bland. And what do you call that? But just repetitive, like just not unique people on your list, maybe getting emails from other contributors in the same collaboration. So you'll want to sound like yourself. You don't want to have your email look exactly like someone else's are really similar to someone else's. And you don't want to sound like a robot who's just copy and pasted someone else's words, make the most of your affiliate link as well. And remember to use it for those collaborations where affiliate sales are possible. You can make money this way and keep an eye on as well, the sign-ups and the payouts like who signs up through your affiliate link and the money you're making through affiliate sales and the payouts. One of my patients was missed once just because of a glitch and I only noticed it because I was tracking it and had it written in my calendar as, you know, on this date, I'm getting my payout and I noticed I didn't get it, so just keep an eye on that. You never known a glitch will happen. Also, you can follow up with hosts to check the status of the applications and acceptance. If you've applied for the collaboration, you're waiting for a response. But note that a lot of hosts will provide a date by which they'll reply to you or they'll ask you not to follow up. Mostly because they just get so many applications they can't possibly reply to everyone individually. So be sure to check those details and respect them. When you do apply for things. Don't follow up or check and before the date they've given. If they have given one and just again, respect any rules they have around that. But the date has passed. If they said they'd get back to you by a certain date about your application. You haven't heard from them. It makes total sense to follow up and check in. And sometimes there will be less than ideal outcomes and results. So as I mentioned in a previous lesson, I had a couple of bad experiences, only a couple in the past. Example one, I had almost no sign-ups are basically no sign-ups. I think I'd like to on my email list from that collaboration specifically. So I asked the host for attendees stats. I asked twice to no avail. It didn't engage with us this host and engage with us contributors much at all. One of the only one promo graphic was provided, and this was a collaboration I paid for, so it was just not a good experience. Example two, there was the host was completely MIA leading up to the event. And I didn't have any details. I didn't have graphics, I didn't have swipe copy in preparation so I could attend myself. I was missing information for attendance and it was missing information that I needed to pass onto my audience so I could prepare and deadlines were very, very close. So I eventually just backed out of that collaboration and I was very upfront about why I just said I need to plan ahead. I've emailed you two or three times, so I'm just going to pass. So all this to say, you're pretty much never going to be able to tell the outcome ahead of time. So you just live in Learn 99% of the time and 99% of my experiences of collaborations have been absolutely amazing. So if you have a solid reason for doing so, I just want to let you know too. It's okay to back out if it's a solid reason and you're just really uncomfortable, It's a very rare circumstance, but it happens. Also, make your offer or product super specific. And each this will help you to stand out in a crowd for any collaborations that are again like a big group of people and there's, the attendees are looking at a lot of offers. So make it super specific in nature. That's always just a generally good business rule to make your products appealing and relevant to people and also to help you stand out in these bigger collaborations. Also ensure that you have a client journey or path in place for post collaboration, the collaboration isn't a dead end. You want them, these people to find you in these collaborations and then stick with you, right on your email list or through your sales funnel or whatever path or journey you have set up for them. Last, I suggest having different and separate products and offers for free events versus paint events. This just avoids any potential resentment or misunderstanding. Those that paid to access your product in one collaboration when they see that same product being offered for free and another collaboration that can be a bit awkward. So I recommend having different offers for those for free versus paid. I mean, it happens, it's a thing. I just feel comfortable offering certain things for free and then certain things for non-free. Paid posts collaboration, as I've said, I'm not a sales or marketing expert, but I do know that you need to have sales and marketing strategy in place for new sign-ups that come to you through these collaborations that come to you anywhere. But don't forget about those that come to you through collaborations like a trip wire, sales funnel, etc. Be sure to nurture them and guide them on that journey with you. Also do a post collaboration analysis. You get your stats. You can get your stats from the host, like the total number of attendees or the conversion rate. They sometimes have the number of views for your offers specifically that some sometimes a thing they can provide. But otherwise just look at your own stats on your on your software and platforms. How many clicks or views were there? How many people purchase a trip wire? What was that conversion rate? How many email sign-ups did you get and do an analysis? Would you want to work with this host again or do a similar collaboration? Did it meet your goals or help you meet your goals? What did you get out of it And did you enjoy ourselves? Most importantly, wasn't a fun experience where you're comfortable with it. And would you like to do something similar again, reach out also to other participants and contributors that you met with and connected with during the collaboration. There's no need to have that, again, as a dead end. Continue to build on those relationships. Reach out to the host as well, just to thank them for everything they did for providing you with the opportunity to share your feedback and thoughts and ask how you can support them. That's always a nice thing. Do you just offer how you can work together in the future? 8. Conclusion: Congratulations, you have completed the three steps to consistent collaborations class. So just by following the simple strategies that we went through in this class, you will create the exact momentum, system and habits you need to get that consistent pipeline but partnerships so that you can grow your audience, you're following and in turn your business. Next steps. Complete the workbook in the projects and resources section. It includes prompts and questions to help you process each of the steps you learned in this class. And it's got plenty of space for you to brainstorm and plan, organize, and map out your next steps when it comes to finding, booking your collaborations and partnerships. So share with us your next steps that you plan to take in the Create a Project section. And if you're feeling like it, some fun photos of you with your completed workbook pages. I would love to see them. They're also leave a comment in the discussion area with any a-ha moments you had during the class, any new ideas that came up for you and, or your favorite insights from the class. And last, I love if you could share your thoughts and feedback about your experience with this class. In the review section, you can grab your own copy of the collaboration tracker Google sheet that I had mentioned in a previous module so that you can stay organized and on top of all those moving pieces of each of your collaborations, the URL to grab that is in the bottom right-hand corner of the screen is a Jody ground.com, forward slash product, forward slash collab tracker, templates. And be sure to connect with me online for all things productivity and making the most of your time you can find me on Facebook and Instagram at Jody gram coach, all one word. My website is Jodi gram.com and I have Notion templates on my Etsy shop at saving time designs. So many congrats, again for completing the course, you did amazing and I will see you soon. Bye for now.