Transcripts
1. The AI Revolution is Here...: You know what's here.
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competitive advantage with AI? The answer is simple.
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from cold calling to social media to ads.
And let me tell you. Because of AI, finding and
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today. Let me show you. We'll start by
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Apollo or Clay, you'll be able to find
ideal prospects in seconds. Then we'll completely
automate our outreach. I'll give you copy
pastable templates that have gotten me more sales
calls than I can count. Not only that, but I'll
show you how to use AI to personalize your
outreach to the next level, which will skyrocket
your conversions. We'll also cover multi
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social media outreach. All automated and personalized
with AI, of course. We'll look at sales call scripts and how to optimize them more than you ever thought possible
with vanguard AI tools. But we won't just stick
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2. Master Lead Sourcing With Apollo: Easily, one of the most tedious
and time consuming tasks when it comes to
marketing is actually finding the people that we want to reach out to because
we want to make sure that we find people
that actually match our ICP. So our marketing efforts
aren't just in vain. So oftentimes that
leads us to look in places where our ICPs
are often hanging out. And these can be many places. It can be online
through social media, or it can be in person
at some events. Now, when searching for
leads through this way, we can find people that
match our ICP quite well, but it takes a lot of time to actually reach out and
make these connections. Now taking this a step
further by looking at individuals
online or in person, we can go to places online
that make them our leads. Now, we can take this
method a step further. Now, instead of doing this work ourselves and manually looking for the people and
qualifying them and making sure that
they fit our ICP, we can use a software
to help us with this. And that software is Apollo dot. Apollo is phenomenal for finding leads and accounts
that perfectly meet our ICP because we're able to filter our ICP
within the software. Features that Apollo gives us
are actually kind of crazy. But let me actually
show you how you can do this and use it yourself to form a Target account
list or even to get individuals within the
accounts to reach out to. Alright, so we're
here in Apollo doo, and the software is
completely free. You can upgrade and get some more features
with paid plans, which I'll show you what you
can use with those as well. But with the basic
features, it's free. So you can go ahead and
download and create an account right now.
This isn't sponsored. Alright. So first thing that we want to do
when we're here, you can either go to
companies or people. And in our case, I'm just going to go ahead and click Companies, because when we're looking at individuals within accounts
within these companies, it's oftentimes that their
positions can change. And if we are compiling
basically a CRM, a lead list, then we want to stick
with the accounts themselves because those
are never going to change. We're going to
have our accounts, the companies that will
always forever meet our ICP as long as it
stays the same definition. So, now that we're here in the
companies, what can we do? How can we filter
this to actually get those accounts
that meet our ICP? So there are so many ways for us to actually go
ahead and filter this. One of the first ones
here, account location. So if you're working
in a specific demographic or a specific
geographic area, then you can have that
right here as a filter. Then you also have a number of employees so as you
see right here, there's so many that
you can filter this. And if none of these predefined
ranges work for you, then you can go ahead and
put in a custom range. So as we are doing this, we get to see basically how many accounts are going
to be in our filter range. So right now with simply
just an employee's filter, if we do one to ten employees, that means we are
now narrowed down to 13.9 million accounts. So let's just go ahead and stick with this one to
ten and move on. So the way that Apollo
works is that it has its database of
accounts and individuals, and it's linked with LinkedIn. So basically, most of its
searching is going to be done by applying their
filters to LinkedIn. And therefore, it's
going to be filtering down all the people
on LinkedIn with their accounts or individuals that basically fit the data that you are putting
into the software. So now going on from employees, we have industry and keywords. So if we click down here, we have so many industries that we can then
filter this down. There's really so many that you can choose
from just this list, and then you can also
type in if you have a specific industry that
you're working with. Here, I'm just going to put information technology
and services. And then you can also do some keywords that are going to be associated
with the account. So if they work in kind of a specific subsector of whatever industry that
you're working in, then you can put in
that keyword there. But for now, for our sake, examples purposes,
I'm just going to go ahead and keep that empty. Now, these next ones
are especially cool. You have a buying
intent filter here, which is obviously going to
be something that can be quite useful to
you because if you want to have people with
high buying intent, that's probably going to be
helping your efforts a lot. This one isn't going to be
integrated with Apollo. You're going to have
to go through an external means to do this, but buying intent is
an interesting one, to say the least. And moving on from that,
we have website visitors. And this one is also
quite a fun one because you can integrate
your website with Apollo, and basically, it's going to be telling you who's
visiting your website. And if you're going
to be getting a lot of viewers
to your website, then you can then
filter it and see only the accounts that are the ones that are
viewing your website. So this is going to
essentially help you prioritize those accounts in your TAL to see who are at the top of your list that you should be paying the
most attention to. There's really so many filters
have technologies here. If you want to go ahead and put in something specific that works basically along with
what it is that your offer is, then you can put that in here. You have revenue, which is
another really fun one, because if you're working
at a certain price point and you know that you
need your accounts, your ICP has to be making between some kind
of revenue range, then you can be
putting that in here. I'm going to put in
500,000 to 5 million. There's even a funding filter
that you can put in here. So you can see what stage
in their business are they. You can have SDS. You can have Angels, Adventure, Series A, B, C, D E. It's so much filter. And if your offer potentially replaces some kind of
individual within an account, then you can even put that
here with the job posting. And that's not the
only example that you can use to use this job
posting to filter down. And scrolling down,
we have signals, which is another really fun
one because these are stuff that you don't have to track yourself that you
can see with Apollo. So if they have a
new partnership, new awards, cutting
costs, as you can see, this can help you in your
marketing and targeting them, but it could also help you in your personalization
when it comes to actually speaking to them and reaching out to them and
creating a personal connection. So with this signal,
I'm going to put in rapid growth. Right
here at the bottom. And now let's look at
how many accounts this has actually generated for
me with all these filters. I have rapid growth. I have the revenue
500000-5 million. And then we have
the industry is IT, and the number of employees
are just one to ten. So this is going to be
small companies that are basically experiencing
rapid growth and are making quite
a bit of money. And if we look down
here at the bottom, we see that there's 521
accounts that fit our list. This wasn't the most specific filtering I could have done, but it also wasn't
extremely broad. And it still resulted
us in 521 accounts. That's quite significant, and that's something
that we could do a lot. What we're able to do with
all of these accounts is actually click on them
and get more information. Now, within this account, we get to see all
this information. So we have to see a overview, so basically keywords, what essentially it is
that they're working in. We could also click on them and go to their LinkedIn page. But one thing that is going to be especially helpful with us is seeing all the individuals within this account on LinkedIn. So what we're able to
do is then look through this list and see the
people who is going to be best fit for us to reach
out with and actually gain a connection to within that account so
they can champ now, the next thing I
want to show you is actually going
through and searching for individual people instead of the companies or accounts. As I said, I recommend
that you go for the accounts and then look for the people
within the accounts. But if this is something that you want to go ahead and
look and explore yourself, then I want to
show you basically a few things that I think are going to be quite useful for us. So, like it was before, we can still basically
filter them with, you know, a number of
employees and even save my search from
the companies. We have one to ten employees. IT within 500,005 million
of annual revenue, and the signal here is
still rapid growth. But now that we are looking
at the individual people, there's a couple more
filters that we can then implement to help
us in the search. So the first one I want to show you is email status because we want to make sure
that we are actually getting people that have
some verified email, so we're not going to
be wasting our time and wasting our efforts endless. So prior to selecting
this email status, we see down here that 3,089 people are basically
fitting in our search. So if we now select
verified emails, then that number
goes down to 1,657. Luckily, it didn't
cut down too much. So the next thing
that we can then do from this is go to job titles. So here, basically, if you want to reach any
specific person, say, head of marketing
or the founder, the CEO, then you can go
ahead and do that here. So if you're looking
for a CEO or a founder, you can just type that in here. CEO. And now from that list, we have went down to 151. And if you're going
to be looking for, like, you know, the
CEOs and founders, I would be putting
in more basically names here that could
basically mean the same thing, because it's going
to be looking for these exact words in
their LinkedIn profile. And someone could
be a founder but not have CEO, or they
could have both. But basically, if we put this, then we get to see
how that increased. It went from about 150. Now I put founder to 277. So essentially, including in the most words here that can
describe who your ICP is, who that person that
you want to reach out to is going to help you. But there you go. This was a
quick overview of Apollo and one software that I think can be extremely helpful in
your ABM efforts.
3. How to Find Verified Emails With Hunter: This lesson, we're going to
be going over hunter dot IO. Now, Hunter is a great software for scraping emails
from domains. Now, as we get
into the software, you're going to see a
lot of overlap with other software that we
use, such as Apollo. And another part about
Hunter, which is great, is that a lot of these basic
features and personally, the features that I
find to be the most useful are going to be
free with their free plan. So let's go ahead and actually get right into the software, so we can take a look around and you can see what
benefits you personally. So, once you create
your account, you're going to be brought
into your dashboard. Now, the first thing
that we see on this dashboard is find
leads and email addresses. This is the first thing that
kind of gives us to use. Now, if we come over here, clicking this button
is going to take us to the same place as this tab
right here, which is Discover. Now, if you look at
this Discover page, you can see that it's
very similar to Apollo. Because of that, I'm
not going to spend any time on this tab right here, because it really is essentially the exact same
thing that you get with them. So if you want to kind of consolidate all of your
software uses in Hunter, you can go ahead and look at
that Apollo lesson to see how we can go ahead and
use this tab right here. But now I want to go
ahead and move on is show you the more hunter specific feature
in their finder. Now that we're here
on their finder, we get to see that we
have this domain search. Now, this domain search is actually something
that has been invaluable for me because what we're able to do is
grab any website. So any business that we want to go ahead and target
with our marketing, we could go ahead
and put their domain into this domain search and then find a list of people that are at their company with that
domain in their email. So for example purposes, let's just go ahead and use Hunter's own domain
with hunter dot IO. So as you can see, as
we type in a domain, it should autofill right here, and we can go ahead
and click it. And then as we see now, we have 27 results. Now, this domain search feature is integrated with LinkedIn. So we know, at least
to some extent that it has this kind of credibility
associated with it, because as it links
in with LinkedIn, what we're also able to see is not only their name and email them being part
of this company, but we also get to see their specific position
within that company. So now, of course, this
is going to educate our decisions into who we are going to be
reaching out to. So if we want to reach out
to a founder of a company, then we have right here, Matthew Thorpe, as the
chief executive officer, the CEO of Hunter. But instead, if we want to go ahead and reach out to
someone that's say, on the marketing team,
then we could go ahead and search through
until we find them. Now, alternatively,
what we're also able to do is filter by
departments right here. So let's go ahead and filter by marketing and then
click Apply Filters. So as we can see in Hunter, we have one result for
a content manager. So there's only one person here that we see within their
marketing department. And then additionally to
this department filtering, what we could also do is show only results with
either phone number, position, full name, or, you know, we could
search all of these. Now, let's go ahead and
search up a bigger company. Let's go ahead and say nike.com. So now with just
putting in Nike, we see that we have
a couple of results. We first have nike.com. So this is going to be
the big overarching Nike. But then below
these, we get to see some dot Bars dot jptHK. So these ones are going to
be subdivisions of Nike. So with this one, I'd
assume the.br is Britain. With this one, I'd
assume it's Japan, and here we have Hong Kong. So if you're marketing within a specific region and you want to reach out to
these bigger brands, then looking for their
subsections and either, you know, dot BR in Britain or dot Japan, these can all be something that can be very useful to you. So let's go ahead and
select Nike right here. Now, I still have the
marketing filter selected, and as we can see, we have a couple more marketing
results right here for us. Now, another thing
that I want to show you is that we have these percentages associated
with each of these emails. Now, these percentages
essentially tell us how valid each of
these emails are. Now, when we're working
with big companies like Nike or even Hunter, we're going to assume
that the ones that are populated here are all
going to be valid emails. But if you are going to
be working with, say, a VA or you're scraping
your emails from, let's say, a source
that you know isn't going to be 100% reliable, then you can't be
necessarily certain that all the emails that you
receive are going to be now, this is important because we don't want to be
sending out emails to invalid emails because that
can hurt our reliability. And therefore, if we're
going to be sending out these emails that are never actually going to be
reaching someone's inbox, then that means that
the emails that we do send out to our actual people
that are going to be real, they're going to have a slightly higher chance of landing in spam inboxes or are emails just going to get flagged
and possibly even banned. So making sure that the emails that we actually have
and that we're marketing towards are valid
emails is going to be something that is going to be an important thing
that we have to look out. Now, that leads us into the
next feature of Hunter, which is their email verifier. So here, what we're able to do is enter in email addresses, and we get to verify if they are going to
be valid or not. Now, obviously, you're
probably not going to be doing this with each
individual emails. So what it gives us the
option to do is upload a list and it can go ahead and verify that
entire list for us. So let's say you go
ahead and fill out all of this and you go
ahead and upload your CSV, let's say from a VA that
you hired off of Upwork. Well, once you go ahead
and upload these, then it's going to
populate here in our ETS. So once we go ahead and
upload these into our leads, we get to see a few
different statistics here. First, we get to see
verification status. So there's three
different badges that Hunter associates
with these emails. First, we have valid. So valid is, that's good. All good to go. You can
send out emails to this. Invalid is that the email
is no longer existing. The email maybe had never
existed in the first place. And lastly, we also have the accept all
verification status. Now, this except all
verification status is a little bit
more complicated, but essentially it's
saying that the domain right here aenprat.com. It's going to accept all messages that are
going to be sent to it, but these also could lead to a little bit
higher bounce rates. So essentially, with
these accept all, you're still going to be
good to market towards them, but you have to kind of be
a little bit wary in that you're not always
going to actually get to the person that
you hope to get to. And as we scroll up here, we also get to see a
little bit more stats about the leads that we have
imported within Hunter. So we get to see
country breakdown here, and we also get to see
verification status. There is actually two more
verification statuses that we do not see right here, and those two are going to
be disposable and unknown. Now, disposable emails are
kind of what they sound like. They're essentially emails
that are temporary. And therefore, because
they're temporary, they're probably not
going to last long, and you shouldn't be sending
out any marketing messages. Then lastly, is the
unknown status. So that is saying
that Hunter just wasn't able to verify
or not verify them. So here is, again, one that you're probably
going to have to approach with some
kind of caution. And then as we go down
the list right here, we also have bulks. Now, this is just a
quick little thing. What we're able to do
is upload a list of websites or companies to
then do this domain search. We can also do a list of individuals to then
find their emails, and we can also upload a list of emails to
then verify them. So this is essentially everything that we
went over already, but just in bulk
form and in one tab. Yeah. Now, lastly,
what I want to show you is Hunter's
Chrome extension. So now we're here within
the Chrome web store, and what we're able to do is come over here into extensions. And type in Hunter. And then once we add
this to our chrome, what we're able to do is instead
of actually going within Hunter and the website and
inputting our domains, we could simply just go to whatever website that
we want to scrape these emails from and then use their extension
to then click it, and then it will
scrape the emails while we are there
on the website. So now let me show you just how easy it is for us to
go ahead and do this. So first, we have to sign into our Hunter account to have
access to our extension. So here I have a dental office. So let's say that we
have an agency and we're marketing to dental
offices in our area. Now, what I would
do, how I'd use Hunter is we'd go ahead
and go on this website, and we'd scroll down to
see who's in charge. So who do I actually
want the emails of? So first, we see right here, we have these two doctors. So it looks like these
guys are the owners. So therefore, these
are going to be the people that we want to
go ahead and reach out to. So next, what we
want to do is go ahead and employ Hunter
to scrape this website. So I can come over here
into my extensions, and I can click Pin right here, so we always have
it right there, and then I'm going to
click the extension. And as we can see, we have these two
doctors right here. We see their names
matching up right here, and we have their emails. So if we want to go ahead
and reach out to them, we have that right here. And what we can also do is
we can click Save on these. So we can save
these individuals, and then as you can see, it saves the leads in my lead list. So now let's actually go and see these results
on Hunter IO. So we can see sometimes a little bit more
information here, but we can also see that I
save them in Adam's leads. So I can come over here and
I have them right here. Right now, because I didn't add any more information and
because if we go back to this, we see that they don't
have names associated with their emails in Hunter
being able to find this. So if I were to add this and I want to
also add their names, I can come here I can click their name and
I can click Edit, and then I can add their first
and last name right here. And because they're
listed right here, it would be super easy for me to do so. So there you have it. This was our overview
of hunter dot IO. Now, as you can see
through this lesson, we can get so much
from the software. But I think the bare
minimum is if you're never actually going to come
into the dashboard itself, I think you should always have this extension
right here to use just kind of whenever you're going about
and searching online. Because as we can see, just
from a simple click of this, you see that it just ran
it on its own website. We're able to get all
this information, and it's something
that really should be a great tool for you to
have in your email marketing.
4. Use Clay to Find, Enrich and Organize Leads: Time to welcome you to
what is going to be your absolute best friend
when it comes to legen. And that's clay.com. Now, clay.com uses
over 100 databases to help us find both
leads and accounts. And it doesn't just stop there. We're able to get
so much detail on the individuals and
the accounts that we are going to be running
and finding through Clay. And another great
thing about Clay is the AI integration that it
has within the software. But this is enough talking
about the software. Let's actually go ahead and get in so I can show you
what I'm talking about. So when you first
create your account, you're going to be
brought to this homepage. Now, from here, we have a couple options that I want
to bring your attention to. First, we have different folders and workbooks that
we can create. So let's go ahead and
create a folder right here, and we can name it
email marketing. So I'm going to go ahead
and create this folder. And now that we have this
email marketing folder, we can create individual
workbooks within that folder. Now, you might be wondering why am I doing email marketing? Well, when we are able to find and enrich leads
within this platform, we're able to filter it
to such a high degree. That means that we're
able to find a bunch of people that fit this
exact criteria, this very specific criteria that we are searching
for in clay. Now we are then going to be able to send
marketing messages, email marketing messages
to these people with their very specific
demographic in mind. So let me show you
how we do this. Now, first, what
we're going to want to do is add in our source. In our case, because
we're going to be finding individuals
to email market to, I'm going to do find
and enriched people. But you could also do jobs, local businesses, and accounts. And accounts are
just another word for businesses, essentially. So let's go ahead and
go with this one. No, the layout here is going to be something similar to Apollo. But where Apollo is more of an all in one software
where you can find leads, and you can also work them into a CRM all based
on that platform, Clay is very much more focused
on this enriching leads. So let's go ahead and
create this demographic. Let's go ahead and
filter this to find a certain kind of person. Well, the first thing
that I want to do is come over here into job title. Now, let's say that we
want to filter this to people that are
working in marketing. So we can go ahead and scroll down to then find marketing and public
relations right here. I can have that selected. And then I want to make
sure that I'm only reaching the top level
people within the company. So I can put owner, partner, C suite, and I'll do head. So I have now five
levels of seniority. If I also wanted to include
more specific positions, then I could right here,
and I also could exclude. Now let's go ahead and move on. To let's say location. Location here, I can just filter it down to be
the United States, and I will include
Canada as well. Now, let's go ahead
and scroll down. Now, let's say that
I also want to filter by a specific school. Let's say I'm going to
do Princeton University. Now I can go ahead and create Princeton University right here. Now let's come back
up to experience, and let's say that the
months in current role is going to be a
minimum 24 months. So someone that's been in their current role for
at least two years. Okay, so now I have this
entire thing filtered down. So I have Princeton University graduates that have been in their current role for
at least two years. And who are in a marketing
or public relations position where they're either the
owner partner C suite, meaning CEO, CMO, things
like that, or the head. And additionally, I have that their current location is in
the United States or Canada. Now, we can come back
and filter this to let's say something a little bit more specific, maybe New York. But for now, let's go ahead and preview what this list
is going to look like. Okay, so now we see
that we are able to see 50 out of 190 total results. So now to just filter this
in a little bit more, what I'm going to do is I'm going to come back
to the location, and I'm going to exclude
United States and Canada, and I am going to put in New York City
right here in cities. And now let's preview. So now we went down
from that, what was it? 190 to now 18. So we see in this basic search, what we have now been
given is a name, the company, their title, where they are located and
their LinkedIn profile. Okay, now, this is all great, but what if we want a little
bit more information here? Well, I'm going to go
ahead and click Next. And now what we're able to
do is enrich this data. So what I'm going to
do is go ahead and select summarize
LinkedIn profile, which it does with AI, and I'm going to select
their work email. So I'm going to click
Save and run ten rows. And now we also get
to see over here, we get extra options
for enrichment. But for now, I'm going to
go ahead and close these, and we are going to
move over to this. So, the first thing that
I kind of want to bring your attention to here
is this waterfall. So we see that the find work
email is what I selected. But we also see find
Work email two, three, four, five, six. And if I scroll over, we also see that we have
one more option right here. Now, this isn't going to give
us six different emails, but the purpose of
having all of these find work email functions is
if in the first database, they weren't able
to find an email, then they're going to run
into the second database. And if they can't find
it in the second one, then they'll move on to the
third, fourth, and so on. So now let's go ahead and click on each of these,
and we can see. So we can see with
this first lead, it's generated their
email right here. Now, if I click on the second
one, it was able to get it. Third, the same is the case. But now on this fourth one, we get to see that it wasn't found in
this first database, so it went on to the second one, and it was able to find it. And let's go ahead and do that for the rest of these, as well. Now, we get to see for
this lead right here, their email wasn't found
on the first, second, or third, but it was finally
found on the fourth one. So as you can see, having all of these databases
that are integrated with clay is something that
is enormously helpful for us. Now, let's go ahead and
look back at the summaries. So we get to see a
short little summary on each of these individuals. And not only that,
but we're able to click on the enrichment
of each individual, and we're able to see
not only a summary of their LinkedIn profile, but we're also
able to see all of this other information
that is related to them. So we can look at
their education. We can look at
their job count and any other thing that is
going to be of use to you. So now let me go ahead
and run out the rest of these for our remaining
18 individuals. So now let me go ahead
and run out the rest of these automations
for the remaining of our 18 individuals. Right, so now all of these
are done, and as we can see, there have been quite
a couple instances where the emails weren't
found on the first go. But what we can also do
here is we can close this waterfall and we can see how of the emails that
were able to be found, they're all collected
in this one column. So now, this is going to be
something that's going to be very useful for us when we are going to go ahead
and export this and say, put into our email
software like mlst. So we have everything
organized in one column for all of our leads. And from this point,
if we want to go ahead and add in another column, could go ahead and add
an enrichment here, and we can load more, or we can view all enrichments. And as you can see, there are a lot of enrichments that we could
go ahead and use here. Now, what we're also able
to do is use AI in these. So say that we wanted to filter our data right here and say
separate into two columns. So right here, we can
see an example prompt. For the company domain, find out whether it's a B to B company or a B to C company. So this can help if
you want to have a subdivision of two
email sequences, and your copy for each
is going to depend on whether they're
going to be a B to C company or a B to B company. Now that we have this entire
lead list constructed, if we want to go
ahead and export it, it's as simple as coming
up here into actions, export, and then we can
either put it directly into our CRM or we could go
ahead and download the CSV. Now, for the most
part, what I always do is I just download the CSV and import it directly
in myself to make sure that there isn't
any issues or problems, but we can go ahead
and download this. And now, as we can see, we have the CSV downloaded
and it's ready for our use. Let's go ahead and go back
into the Clay dashboard. And one other thing
that I want to show you here is that we also don't have to use clay
to simply find the people. We could also import a CSV ourself and then use
Clay's enrichment tool and it's AI to then help us get a little bit more information
on the leads that we have. So, for example,
let's say that we only have the emails
to all of our leads. We can then import them into
clay through a CSV file, and then use its enrichment tool to get their first
name, last name, their LinkedIn profile, and any other information that essentially we want that
is going to be available. So you can continue
creating folders of extremely specific
searches for your leads, and then this can go
ahead and inform all of the copy that you
are then going to be using to target each
of these leads. And because we can get
so specific in clay, our targeting can also be something that is extremely
personalized to them. Alright, so that is it for
using clay for legion.
5. Hire and Train a VA to Scrape Leads: Lesson, we're going
to be going over how to hire a VA. Now, a VA, if you don't know, is a virtual assistant. So they're essentially somebody, a freelancer that you can
then hire to do the tasks for your business that
you either don't have the time to do or maybe you
don't have the expertise. Now, using a platform
like Upwork, this benefits us
because we're able to hire from people
across the globe. And across the globe, depending on where you live
and where you're hiring, the cost of living is different, and therefore, the amount
that we have to pay a reasonable wage for our freelancers is also
going to be different. Now, let's say, for example, that we want to go ahead and outsource the creation
of a lead list for us. Now, if we want to hire a
freelancer from the US, then we're probably going
to pay $1-5 per lead. But if we were to hire
someone from, say, India, then their cost of living
is lower, and therefore, we're able to pay
them a lower rate, let's say, between $0.50 to $1. The possibilities are
really endless as to what you can hire people to do
through platforms like Upwork. Or alternatively, you
could also use Fiber. So now, let me show you how
we can go ahead and post a job that we can then
have freelancers apply to. So first, once you
create your account, you're going to want
to come over here and click Post AOB. Now, to speed up this process, Upwork has AI integration to help us then create
these job posts. So let's go ahead and click
Get Started using AI. So here we can enter in a quick little description of what we need a
freelancer for. So here, I'm just going
to say that I need a Facebook ads manager to
help me promote coaches. Now, we're here to the
point where we get to set an hourly or fixed price. So this is obviously going to depend on what you are
putting a post for. But for the most part, I
usually just set a fixed price. And here, you don't have to stick to the price that
you set because you're going to have individual
conversations with all of the freelancers that
apply to your job post. But we can go ahead and
put in a budget of $300. So now we can go ahead
and click Continue. So now using AI, what it was able to do
is create our job title. It created a description,
our category, skills, scope, and even
our location preferences. Now, if we didn't use AI, we would go ahead and put
all of this in manually. So in just a few seconds, Upwork was able to have
us create this post, and now it's just
one click away from having a bunch of
freelancers applied to us, and we could go
ahead and screen. But we are not done
because one insight that I kind of garnered
in hiring many, many freelancers on
Upwork is that we want to have them qualify themselves in their application
to our job post, because many times you're
just going to have a bunch of freelancers that use some generic hachPT thing
to apply to your job post. Depending on what you're
making a post for, you might be getting tens of
applications to deal with. So it kind of makes this
process easier if we are very clear in our description as to how we want
them to respond. So, for example, if we were
working with a lead list, then I would ask them in
the job description to then send an example
lead list of ten leads. Now, here that we
are working with a Facebook ads manager, what I will add to this
job description is that I want them to say
their experience in running Facebook ads. So your qualification statement
that you're asking of them can be as simple
as one single sentence. Now, this one right here
was all created by AI, and I just went ahead and
typed in this, and I said, please attach a portfolio
of your work with meta Ads. Now, of course, as you can see, we can also have up change
this up right here. We can shorten it, rewrite it, add more details, make it
casual, or make it formal. But right here for this example, I think this is fine. So now I'm going to go ahead
and click Save Changes. And now I want us to go over each of these parts
of our job posts. Now, right here in category, it says career coaching. Now here I actually
want to change this because that's not
exactly what I'm hiring for. This is more of my ICP, my target audience, which
are business coaches. But I'm hiring a
Facebook ads manager, so I want to go ahead and
change this category. So we can go ahead and change the category to
sales and marketing, and then the specialist, I can do campaign management. Now I'm going to go
ahead and click Apply. Now, looking at the skills,
they look pretty fine, but I want to go ahead and show you how easy it is
that we can edit them. So we have popular
skills right here, so we could go ahead and add in social media advertising, marketing strategy, retargeting. We can do any one of these. And once we're done with all
that, we can then hit Save. And then moving on to scope, we have a medium,
large or small. Now, medium scope is probably going to be good
for this job post, but you could also put in the job description
that if they do well, then you can hire them for
a longer period of time. It could be a contract
to hire opportunity. And that's something that
a lot of these freelancers love to see because they're
doing these one off jobs, but if they can be
offered a contract for something that is long
term and more secure, then this is going
to be something that will be of benefit of them, and it can be a benefit to you because they have
this job security, which means that
you can then pay them little less
than you would for, say, one off projects. And our location preferences, we can also keep
these worldwide, so we can get talent
from across the world. But we could also make it
region specific, as well. Our budget, we
already set that one, and then we can also add in
these screening questions. Let's say that we want to
go ahead and add these in. Again, we want to
mitigate our freelancers just to be sending us
chat GPT job posts. So these kind of
help us at least a little bit in getting them to put in a little bit more effort, and hopefully something that is going to be a little
bit more specific that can actually help us in knowing that they
are a good hire. So after this, that is
essentially all that you need. We can then go ahead
and post this job, and then you're going
to be having tens of freelancers that are going
to be applying to your job. Now, one thing to
note is when you have freelancers that are going to be applying
to your job, it's going to be very easy
for you to go ahead and pick that first person that seems qualified just to kind of get this whole
process over with. But I really do warn
you against doing that. I think that you should do your due diligence
in this because the person that you're
going to be hiring is going to be someone that
is a part of your team. So this can be something that potentially could be especially valuable down the line if they become someone that
is a long term member. But there you have it. This is how we can
create a job post on Upwork to hire these freelancers
and to hire these VA.
6. Use HubSpot and Automate Your Workflow: Let's talk about one of
the most powerful tools for growing any business, and that's a CRM. Now, a CRM is a customer
relationship manager. And if you've ever
lost track of a lead, forgotten to follow
up or felt like that your sales process
is all over the place, then this lesson is for. HubSpot CRM allows us to do
is organize our contacts, track every interaction, and it allows us to
automate the boring stuff. So you can close more deals and build better
relationships faster. So the first step in using
this CRM is going to be actually having some customers that we can manage our
relationships with. So what we have to do is first
import in our lead lists. So from the Import button, we are now going
to come to import a file and then start Import. Now, I'm going to be
importing in a lead list, so I'm going to
select right here what kind of data is in
your file, it's contacts. So now I'm going to hit next, and then it's time
to upload our file. Alright, so now I have
uploaded my lead list, and now we're going
to click next and move on to mapping the list. So what mapping means is that essentially
we upload a list, and this list has its own
columns with its own names. But HubSpot as a software, it also has its own variables and its own way of
organizing leads. So what we have to do is
essentially connect the two. And for some of these processes, it's going to be super easy. For example, right here, the column header
from the file was company name and HubSpot
property is company name. This one was able to map easily. And this is going to be the
same thing for first name, last name, phone numbers,
emails, and websites. But Hubspot doesn't
have the properties of these following things
that are in our lead list, like Instagram, Facebook, LinkedIn, and
coaching specialty. Now, I don't really care about our Instagram and Facebook and
LinkedIn values right now, but I do care about our
coaching specialty. So what I want to do
here is obviously in the default in the default
properties that HubSpot has, they're not going to have
coaching specialty as one of them because this
is something that was specific to this industry. So what I can do is click
this button down here, and then I can click down here, which is create a new property which is coaching specialty. The property type is
a single line text. This is All Good. It was essentially
able to do this with its AI feature and
creating it for me in a second without me
having to actually create this label or the
property type itself. So its AI features are
great in helping us optimize and be a little bit more efficient
in our processes. We're going to show
a little bit more about its AI automation
later in this lesson. So stay tuned for that one. So, now what we're
going to do is click review property details, and we want to make sure
all of this is good. Again, as I said, it kind of did this all for me, and it's all good. So I'm going to click Create. And now, if we scroll down here, we will see coaching specialty, and we have it in the Hubspot
property line as well. So now what I'm going to do is I am going to check
this box right here, which says, Don't import
data in unmapped columns. So it's going to
ignore all of the data from my other columns
that aren't checked. So I want that to be the case. So I can go ahead
and click next, and now it's time
to create a name. So I'm just going
to name it HubSpot. And I also want to check
these two boxes right here, and you should do the same. And then we are going
to finish our import. So now we have all 19 imported. So next what we want to
do is come over here to our CRM and come to Contacts
to view all of them. Okay, so now we are
here in our CRM, and there's a couple of things that we want
to notice here. So first, we have the names of all the individuals
that were imported. So with this customer relationship
manager with this CRM, what we're kind of getting the most benefit out of
is organizing everything. So we're going to
have everything here that is in
regards or in relation to each individual lead among their profile
here that we can see. So what do I mean by this? Let's go ahead and go over here and to this contacts profile. So, as you can see, we have this entire profile that is dedicated to this
one individual. So what we can do is say that we had a call with this person, and what we want to do is
we want to create a note here and essentially list the important things
from the call. Now, in a later lesson, I'm going to be going
over an AI note taker where this is going to be a great integration
where you can put those notes from that AI
note taker from your call. Right into here. So let's
say a different member of your team is going to go ahead and interact with them on, say, a later sales call or for whatever means
it's going to be for, they're going to have all of their notes right
here that they need. Now, another kind
of easy integration here is also with email. So what we can do is
click this email, and then in just a few clicks, you can go ahead and
connect your own inbox, so you don't have
to leave HubSpot to interact with and send an email to any
one of your leads. So let's go ahead and do this, and I can show you
how easy it is. So once you put in your email, all you have to
do is click Next, and then it's going to
detect who it's hosted by. And then we can click Connect
to Gmail and then agree. So now it should just
establish this connection here and do its own thing
in just a couple seconds. We can now see that our email is now connected into HubSpot. So now I can email any of my
leads directly from HubSpot. This can be something that any of your team members can do. So as you can see right here, the email integration
pops up right here, and then I can just send
them any email, say, I'm going to be
reminding them about a meeting or I'm going to be following up on
one of our calls. It's a super simple
process right here. So now let's go ahead and back out and go back into the CRM. Now, there are a couple ways that we can organize
our leads here. Now, having a CRM, one of the biggest
benefits of them is the fact that you can
organize all of your leads. So the first way that
we can organize them is through these
tabs here up on top. So if you have different
audiences that you know that you're going
to kind of have different levels of
attention towards, then you could create
these tabs for them. So right here, for example, you could have
newsletter subscribers, and you could have
all customers, all contacts, or you
could have, you know, people that signed up
through a lead magnet, so someone that you're
going to have to be following up with
email automations. So you can create these tabs
super easily right here, and they can be beneficial. Now, another thing
that we can look at right here is
the lead status. So within any kind of
bunch of your contacts, you can have these
lead statuses. So let's go ahead
and click on one, and we can see that there are a couple of kind of labels that we can assign to any one of these given leads. And if we want to, we can
also create our own label. So being able to label
each one of these leads is kind of self explanatory and the benefit
that it gives us. So, let's say that we want to
tag this one as a new lead. Now, what we are also
able to do within HubSpot is we're able to automate some email campaigns and
do things like that. Now, we're also able to have landing pages as well that
are hosted by HubSpot. Now, all of this is not
going to be things that I'm going to be going
over in this lesson because throughout this course, we'll discuss
dedicated softwares that do this much better
than HubSpot does. But one thing that I do want to show you right
now in this lesson, is the automation overview. So one thing that I thought of when I first used
HubSpot was that I wanted to assign all of my leads that I import in a specific
column in my contacts. I wanted to assign all of them the status of new because
it's going to be annoying to go ahead and type
these in right here. So what we can do
is actually set up an automation that does this for us when we
can import in leads. So let's go ahead and come over here into this
automation overview. And the beauty of this
is that all we have to do is describe the
action in words, and then Hub Spots AI
will create it for us. So let me go ahead and do that. Okay, right here, I
added in my prompt. I said, When contacts are added, assign them the lead status new. So all I have to do now is
click Create automation, and then we just have to wait a few seconds for the AI to run, and then we'll see
what it comes up with. Okay, so we see that
your workflow named New contact lead status
assignment workflow was successfully created. So now let's just go ahead and click on this so it
brings us to it. So simply looking
at this automation, it looks all good. We see that the trigger
is a record created. So this is a contact created, and then it leads to
set lead status to New. So, this looks all good, and I can go ahead and
review and publish, and all of these
settings are all good. I can click Next, and I can just go ahead
and skip to turn on. So we see here what this description was an AI
description right here. It sets the lead status to New when a contact
record is created. So this essentially
gives us a little bit of confirmation because it puts us what it did right
here in words. This wasn't exactly the
prompt that I put into, but I can see just
by looking at it that it's going to do the
thing that I wanted to do. So that is kind of just a
feel good moment right there. So, you know, if you don't understand
what's happening here, that at least this is
doing what you said. So now we can go ahead and
turn on this workflow. So now let's go ahead and
go back to our contacts and upload a new set so we can see if this
actually worked. So what I'm going to do
now is I'm going to use the same exact lead list that I used in the beginning
of this lesson. I'm going to re
upload it and see if all of this lead
status is set to new. So first, I'm just going to go ahead and delete all of these, and then we can try again. Okay, so I'm going to go through the same process as before. I'm going to import,
import a file, start Import contacts, and then I'm going to
upload the file right here. I'm going to click next, and then I can go ahead
and skip over this part. I don't have to
remap any of that. And let's name it new leads. So now I'm going to
click Finish Import. And now we see that the
import has been complete. And now for the moment of truth, hopefully this all works. We're going to go to
contacts. And let's see. Alright, we see all of these leads have
this status as new. So the automation that we just typed in in just a few words was able to listen to us to do this function. It's amazing. So, as you can see,
there's so much that we can do with
the CRM and organizing specific preferences or
just information about our leads to help us in actually getting them
down our sales pipeline. So, you can go ahead and
create your own account on HubSpot CRM completely
for free to start having better
organization and kind of just a more
professional workflow for your business if you
don't already have one.
7. Launch a Smart Campaign With Lemlist: Now, to start off this section, I want to introduce to those
of you who don't know mlst. Now, if you don't know, Mlist is a cold email outreach tool. And throughout this
course, we're going to be using this software a lot. So what I want to do in this
lesson is to kind of have an overview of mlist and the more kind of broad
important tools. And then as we continue
on through this course, I'll be going more into the specifics of
the functionality. So let's go ahead and
create an example campaign. Let's see how we
actually are going to be able to get people within Lemlis and then how we can go ahead and create an email
sequence to send to. The first step of
this is going to be going over to contacts. So now, once you're here
on your contact page, what you're going to
want to do is come over here and to import new contacts. Now, Lumles has three
functionalities that we are going to be able to import
contacts within the software. Now, this first one here
is called a People search. And looking right here, this should look relatively
familiar to you. Now, this is because this essentially matches
the same kind of layout that we'll see with Apolo and clay. We're going
to come back to this. But first, I want to show you that we also have a CSV input. So this can be either
a lead list that you compile yourself or something
that a VA provides you. And we also have
a LinkedIn Import that we can use via
Lem list extension. Now, this is going to
be something that I'll come back to later
in this course. So for now, let's go back
to this People search. So now, since this kind of layout is something that's
already familiar to you, I'm going to go ahead and
input a search myself, and then we can look over it. So I went ahead and used
this People search, which searches on
LinkedIn profiles, and I put keyword in profile
as Utomi instructor. And for Regions, I narrowed it down to Europe
and North America. Now, this is because one of these email sequences that
I'm going to be showing you is going to
be one where I am targeting to meet
instructors specifically. And this is one way that I
find my leads in emailing. So let me go ahead and add
in the top ten results. So right now I have
ten contacts selected. And now we can come down here. So here, I'm going
to make sure that we have this selected here and
finding verified emails. I'm going to unselect
phone numbers because I'm not going to be
worried about that right now. And what I'm going to
do is I'm going to create a new list. So instead of going into
all of my contacts, I'm going to send
it to this new list just so we can see that
these have all reached. Okay, so now that
process should be done. So now I'm going to back
out and from this point, I'm going to come here
from all contact, and I'm going to go to this
new list that was created. And now we can see that
there has been ten people, ten contacts that
have been added. Now, with these two, we see that the emails are
not done being scraped. So as we can see, there are seven different providers that Lemst is using to
find these emails. It was able to find
them for all of these, except for this one
person right here. Now we see this search has been completed and wasn't
able to find any emails, and now we can wait a couple
more seconds for this one. And as we can see now,
no email was found. So just like the other softwares that we are going to be used, like Apollo, they're not
always going to find them. But as I found to be the
most consistent, it's clay. Clay is usually the one that
I found to be kind of having the highest rates of
actually connecting emails to individuals on LinkedIn. But mls right here, it's super convenient because it's all integrated within this. Now what I'm going to
do is I'm going to go ahead and create a new campaign, so we can go ahead and
email these individuals. To create a new campaign, we're going to come over here,
click Create New campaign. And we're going to keep this
email sequence super simple. What we're going to do is
we're going to start off with an automatic
email, and right here, we are able to see that we can input email
content right here, so this is going to be the body and this is going
to be the subject, and we can also adjust when
this is going to be sent. Now, for the most
part, I'm always going to have this to be
sent immediately. Now, before we actually go
ahead and write an email, I want to show us that we
can also add more steps. So I'm going to hit
this plus button, and I'm going to send
another automatic email. Now, as we can see, there's also another wait
time right here. And typically, from my first
email to my second one, depending on what the email is, I usually have the
wait time to be at least one to two days. So let's go ahead and say that this first email is going
to be a welcome email. And the second email is going
to be pitching something. Now, one thing that
I want to know in regards to these
email sequences is that you're probably
wondering how many are going to be the idea that you should probably be
sending out to Leeds. Now, typically, studies have shown that the ideal number of emails that you
should be sending out are going to be
about six to ten. Now, this isn't to
say that you need to have six to ten in all of the
sequences that you created, because as I will show you, I actually found that a
four email sequence is what worked best for me in one of the email sequences
that I was running. So, again, this is just another thing that you
should keep in mind. Again, later, we are
going to be going over super specific sequences
that I've run myself. So here, I'm not going to
put too much effort here. I just kind of want to show you what we are able to do
with this software. So the first and most
important thing that I want to show you
here is variables. So what is a variable? Well, I'm going to show you
here in the subject line. What I'm going to type
here is welcome name. So now I have Welcome typed out, and what I want to do is I
want this sequence to greet each individual
that is going to be receiving this email
by their name. So to do so, what I'm
going to do is I'm going to type in this
bracket right here. And as we can see, just
typing in this bracket, we have all the variables
that are available to us. So I'm going to go ahead
and put first name. So their first name is going
to be listed right here. And then we can do this
the same way within our email body by putting in
personalization right here. So the most basic
one is, of course, going to be this first
name, so we can input it. And again, I'm going
to be going over personalization in
more detail later on. But this is kind of
just the basics. So from here, what we're
also going to want to make sure is that
we select a sender. So this is going to be the email that you
created the account with or a different
email that you want to be sending out
these marketing messages. One thing to keep in
mind here is that you don't want to use
a brand new email to be sending out these
marketing messages, because if you do, then it's likely that your
email is going to get flagged and it could
potentially get banned, but more importantly, it's just not going to be getting
to the recipients. So we talk a little bit about
this in our em worm lesson, but this is kind of
just something for you to keep in mind
at this stage. Once you go ahead and have
an email typed in here, we also have some
AI functionality here and being able to help
you with your grammar, to shorten it, and to
even change your tone. Next, what we're
also able to have is not just emails
in the sequence. Again, these are all
going to be things that will go over
in more detail, but we have all of
these options as well. So we have LinkedIn integration, so we can send messages
within LinkedIn. We can even send voice
messages on LinkedIn, and this is all going to be things that will be automated. Now, what we can also
do is set conditions. So if they have
an email address, if they have LinkedIn URL, if we have a phone number for our leads or we can even
sell custom conditions. We can also clicked
on Lincoln Email. This is also a big condition that I use within my sequences, and we can even sent opened
emails as a condition. So if they open an email, then that would lead
to the yes condition, and then we can
respond accordingly. We can send them one email, maybe thinking then if
they don't open the email, then we can send them an email following up and
saying whatever. Now, if LinkedIn integration is something that
particularly interests you, you can go ahead and skip a couple lessons where I
discuss how we can use mls to automate our LinkedIn
outreach with the specific technique
that I use that gets me hundreds of sales calls. Okay, now, from this point,
what we're going to do, once you have your entire
sequence created, again, for the most part,
if you're just going to be using simple emails, then it's very simple. It's very straightforward. We click on the
email that we want, and we're able to write
our email content, our subject line,
and we can even set the days of waiting in
between each sequence. Now, what we have to
do is actually select the leads that we want to go ahead and send
these emails to. So I'm going to go ahead
and move on to next step. And right now, there's zero
leads imported within this. So I can click Import new
leads into this sequence. And as you can see, we have the same search that we did in the beginning
of this lesson. Right here, we have
3.2 million people. But if I want to go
ahead and limit this to the people that I already
imported within my contacts, we can then come here
to contact list. I can add this and then I can come up to here
to select contact list, and the new list that I
created, I click Include there. And then now we see it's limited to these
ten individuals. So what I can do is
select all of them, and then I can go ahead and click Push Ten
leads to campaign. And then I can go ahead and push these ten leads
into our campaign. So there we go have
these ten leads added. Now, remember, not
all these ten leads had emails associated with them. So we should see this right
here in our next step that these three right here aren't
going to have any emails. So we can grab them, and then what we
can do over here is delete them
from the campaign. So now we are on to
the launch stage, which is the final
step before we can actually send
out these emails. So again, before we were
here at the lead list, and now we can come
over here to launch. So as you can see, with
each of these emails, we're able to preview how
they are going to look. So we can see that
before where it said welcome first name,
and hello first name, it is now being auto filled with the first name of all of
our contacts right here. So we get to essentially just preview how it's going to
look when they receive it. So now, all that we have to do is make sure that
these are all good. We can select all of them, and then we get to
launch the leads. So there you have it. This
was our quick overview in intro into Lemlst
email marketing software.
8. Fix Your Subject Lines With AI: Everyone is tired of you
and your subject lines. Okay, that's a little dramatic, but I wanted to get your
attention for this one. Let's talk about
funneling for a second. Imagine you have the
ultimate cold email. It's amazing, and
it converts great. 25% of the people who read it schedule a call with
you. I kid you not. That would be worth
an incalculable amount for absolutely
any company. Now, let's say that you followed every other lesson in
this course seamlessly, and you have a perfect list of prospects who match your
ideal client profile. But let's say that your email is open by only 1% of people. Out of 100, no one would
end up scheduling a call. And out of 1,000,
only four people. And that's what the
ultimate cold email and the perfect list. Now, hopefully you see
what I'm getting at. It's that subject
lines are crucial. They're the first step of
the funneling process, and we want to make sure that we can keep as many people from the list following
every single step as the funnel continues. So basically, the more
people that open the email, the higher chances of success. We want volume, and we
get this through solid, catchy and sticky subject lines. So what exactly makes
a good subject line? Well, there are many, many copywriting principles
that could be pertinent here, but I'll cover some of the most effective
ones in this lesson. Let's go back to the
beginning of this lesson. Everyone is tired of
you and your subject. Whether you felt attacked, thought I was funny or started to wonder why you
bought this course, that comment likely elicited
some kind of reaction. And that's exactly what we want. Copyrighting is about getting
those emotional reactions which get you to stick around for just a
little bit longer. And that's the goal
of a subject line. It's to elicit a reaction that's strong enough for it to spark curiosity and want you to open
up that email. That's all. So what are these principles
that I hinted at? Well, the beginning
of the lesson embodies one of the
principles of copywriting, which can be extremely useful
for writing subject lines. And that's framing
something in the negative. So instead of saying
something like five ways to get fit
and healthy in the gym, instead, you could frame it as five ways to stop being so fat. Because the first one we're
used to, it's expected, and it's how most
of the world makes statements and even how most of the marketing
world operates. It's a promise about
something that's desired. However, the second
one is triggering. It makes you see yourself
in a light that you don't appreciate
and want to change. It might even make you dislike
whoever is saying that, but that's fine
because it elicits an emotional reaction and
keeps your attention. The only goal is to get
them to the next step, and we'll deal with
everything else there. Naturally, there are
degrees to this. So depending on your
audience and your message, you'll be able to take this
to something more extreme. But keep in mind that
it's a fine line. If you go too aggressive, then the dislike might trump the curiosity and your
email won't be open. Here are some examples of
varying degrees of aggression. Why your sales strategy
isn't working? The real reason your
business isn't growing. Stop losing customers like a. You're wasting
money on nonsense. Are you making these
mistakes on your ads? The next copyrighting concept is something that you guys
have probably fallen for, and really, you will
not believe what it is. Okay, see what I did there? I'm having a little
too much fun, but the concept is
sparking curiosity. If our goal is to get people
to click and open the email, then sparking curiosity is one of the strongest
things that we can do. And there are countless ways
that we can go ahead and do. There are many ways
that we can talk about, but the most obvious
one is referring to the content of the email
in some appealing way. Things like you won't
believe what we discovered makes you curious
as to what the discovery is, and if you're convinced
that it'll be relevant to you, you'll
likely open that. In this example,
there's some sort of secret that no one else knows, and you're about to
be a part of it if you open this
little magic email. Now, this concept
can be squeezed out more by emphasizing the
secretive element to it. So you could say
something like what they don't tell you about
running ads in 2025. Or if you want to combine it
with the previous concept, you could say something like why your competitors are
laughing at you. Basically, these sort
of subject lines make you want to find out
what all the fuss is about. And another way to do this is by apparently giving
something away for free. Now, as you're going to see
in the following lessons, one of my most
successful subject lines was name, you're invited. People love stuff for free. And even though
people are growing increasingly skeptical
about free stuff online, opening an email takes very little effort to
find out what it is, and it has no risk, so it's a good strategy. Of course, you want to make
sure that the content is at least somewhat congruent
with your subject line. In my case, I invited my prospects to a 15
minute demo call, so it kind of made sense. The other day, I was actually captivated by one of
these subject lines. The subject line read
all expense paid Bali trip I knew deep down I
was falling for something, but I couldn't resist
it. I had to open it. Of course, it ended up being a great case study of one
of this woman's clients who followed her
method and was able to pay for her trip with
very few hours of work. Anyways, by the time that
I read through the email, which I did in its entirety, I had already forgotten
about the subject line. But it was, of
course, all congruent and I wasn't promised
something that I didn't get. And I ended up dropping
almost $10,000 on this woman's program recently after being on her email
list for four years. So she knows what she Alright, so this is going to be
your last chance to get this next concept because I'm gonna get rid of
this lesson soon. Okay, I need to stop.
Hey, you get the point. The next concept is something that everyone that's
heard the word copyrighting probably knows
about, and that's urgency. No one likes missing
out on great deals, offers or one in a
lifetime opportunities. So, if this is done right,
it's a very powerful tool. But, of course, we
all know about it. So it has to be done right in order for it not to be corny, cringy or just plainly
not easiest way to go about this is for the sense of urgency to come
from a real place. So instead of thinking, Oh, I'm going to use that
copywriting technique that was taught to
me in the course, you should think, W
is a natural point in my sequence to highlight the
fact that this is urgent? Maybe you're actually
running an offer or maybe you only have room for
so many clients at once, so you only have one
or two spots left. As you'll see in
the next lessons, what I found success with was mentioning urgency
in my last emails because this was when the
sequence was about to be over and I was actually
going to stop emailing them. So here are some examples
of subject lines that can inspire urgency just to get
your brain juices flowing. Last Chance, only
a few hours left. Your invitation
expires in 37 minutes. This is available to the
first 50 respondents. Last call. Are you joining me? In parentheses? Two spots left. Do you have more
time to waste name? Okay, now it's time to
supercharge these with AI. So far, you've got three
powerful techniques, negative framing,
curiosity and urgency. But what if you
could come up with 20 subject lines like
this in under a minute? Well, that's where
Chat GPT comes. There's a lot of ways
to get this wrong and end up with absolutely
terrible subject lines. That's where your
knowledge of copywriting that I just gave you is
going to come in handy. But let me also give you some specific prompts to make
this a whole lot easier. The first prompt
that you can use is write ten subject lines
that use negative framing. My offer help agencies
reduce churn. The next one, give me seven curiosity based
subject lines for an email about a free
audit for SAS startup. Other one is create five urgent subject lines for a limited time calm
the call offer. You could even give it an idea and have Chat EPT rewrite it. So something like rewrite this subject line to
be more provocative. Grow your LinkedIn with AI. Or you could even
use the prompt. Give me subject lines that mimic the tone of Alex Hermosi. Another way that we can
do this is that you can paste in your best performing
emails and then say, based on this email, generate ten subject lines using
curiosity and urgency. Or, here's my sequence, suggest subject lines
for each email that build curiosity and
urgency progressively. Now, of course, you don't
have to use all of them, but using AI to generate and refine options gives you
a powerful head start. I usually like to get
ten to 15 examples and then mix and match
them to then make my own. So we covered three massive
subject line strategies, framing in the
negative, sparking curiosity and creating urgency. And now you have the AI tools to generate dozens of options
using those principles. This is going to
be the first step in your cold outreach funnel, and it might be the
most important. If they don't open
up your email, then nothing else matters. So take these principles, fire up Cha GPT, test your lines,
and start turning strangers into leads.
Alright, let's move on.
9. Craft an Elegant Email Signature: Lesson, I want to speak about a small addition
that we can have to our emails that can really help increase not
only our credibility, but in turn our conversion rate. And of course, as you can see
on the screen right here, I'm speaking about
email signatures. Now, email signatures are
something that are very sparingly talked about when
it comes to email marketing. But they're also something
that really takes only a few seconds of
effort on your end, and it's something
that's going to stick with you from
that point on. Now, in terms of
actually creating one of these for ourselves, I'm going to go over two
ways that we can do this. First, with logo ai.com, they have their own email
signature generator, and secondly, with CAVA. Both of these options kind
of offer their own benefits. With logo ai.com, it's a little
bit more straightforward, but on the other end of this, it's not as editable. So on Canva, what we're able to do is choose from a
bunch of templates. We can move things
around, add images, change the font, all
this other stuff. On Logo AI, it's something
that is a little bit more pre built and something
that we have to kind of stick to
its own templates. But on the positive
end of that spectrum, their templates are
honestly very good, and they're something that I honestly wouldn't change myself. So we have a few different
templates to use. And here, we even have some
statistics about kind of the importance of having an email signature and the
better that it can do us. If we come down here, we have a few templates
to choose from. Now, for me, my personal
favorite one here, I'd probably go
with this template. And as you can see,
we're brought down here. Now, in terms of kind of stylistic choices when it
comes to our email signatures, one thing that I would kind of stick with as just a rule of thumb is less is better because as we're going to go ahead and look on Canva, we could definitely find
some extremely complicated, complex and kind of
flashy email signatures. But with our email
signature, and of course, this is going to be kind of
dependent on your niche, for the most part, you just want to keep it simple and clear. So now that I chose
this template, let's go ahead and work with it. Let me put in my information, and we can see how
this is going to look. First step of doing
that is I'm going to go ahead and input my
own photo here. So I went ahead and
input my photo here. I was just able to click
change and do that. But now I want to crop it
to make it more square. So what I can do is
I can come in here, I can pull this from
the top and bottom, and now have it fit
a little better. And also, what I can
do is kind of pull it in to zoom into my face
a little bit more. So let's have it like that, and I'll just do one
more tiny adjustment and bring it a little bit lower. So, something like
that works well. Now what I want to do
is I want to kind of get rid of this shadow
that we have behind it. So I'm going to come over
here into border style, and we can go ahead
and click through the different borders that
they have offered for us. Now, personally, my favorite one is probably going to be this one right here
with the rounded corners. So we don't have any shadow
going on, and it's simple. So let's go ahead
and stick with this. Now I'm going to
go ahead and enter in my information here, and we can see how it looks. So now I went ahead and put in a little bit
of information, but one thing that I
also want to show you is how this kind of reacts to the information
that we put in. So let's go ahead and get rid of this example phone number. As I get rid of it, we also see that the icon
disappears as well. Now, let's go ahead and
get rid of the address. We see it disappear from there. Now let's go ahead
and put a position. So let me go ahead and
say found it right here. If I put that in,
we see that my name moved up right here and made
room for this, as well. Now, if I get rid of it, we
see that this comes down. Okay, now, from this point, let us go ahead and move
into the style of this. So I can select a theme color. So this is going to
be something that is kind of going to be consistent
with your brand image. So if you have a website and you have a primary color there, you can go ahead and
select that here. Let's go ahead and
go with this purple. Yeah, I think that looks nice. And I can go ahead and select
a link color right here, and this is going
to be associated with the socials
links right here. So I can also have it as purple. I can have it as white
and make them disappear, or I can just set
it back to black. Now, what if you don't want to include any
of these socials? Well, you can come over
here, and from this point, what we're able to do is either
add in some more socials, or we can go ahead and remove
all of them if we want. And another option that
we're also able to do from this point is an ad banner. So this can be
some kind of link. So let's say that you have some sale going
on in your website. Then you can go ahead and
put that in right here, put in a little bit
of a description, and then you can put
in a Link URL as well. Let's go ahead and go
back to our style. So here, what we're
able to do is change the font from these preset fonts that
they have right here. Again, it's not too much
that we get to choose from. But for the most part, this
Vrdana font is going to be something that I would
personally stick with because it's something
that isn't doing too much. It's minimal, simple,
and clear, above all. But if you want to go
ahead and change it, we also have all of
these different fonts. I can also change the font size, make this extremely
large, or make it small. And from this point, when
we like what we have, what we can do is click
Generate my signature. And then what we're
able to do is copy the signature and it gives you a little bit of instruction, a little tutorial if you
are going to be adding these on whatever specific email provider
you're going to use. For example, let's go
ahead and look at Gmail. So now, following
these instructions, let's say you have Outlook, we have these as
well or Apple Mail, you can go ahead and add
these in to your own email. Now, let's say that most of you are going
to be using Gmail. I can go ahead and show
you exactly how we can input this into our
Gmail signature. So first, let's go ahead
and hop onto Gmail. Okay, so now we are here
on our Gmail settings. And again, to access this, what you can do is come over
here into this gear icon. And what we want to
do is go ahead and scroll down all the
way to our signatures. So from here, we can just click Create New and I can
name it signature. We'll click Create. And then from here, I can
just paste in this signature. And then what you're
going to want to do is come down right here, and you want to make sure
that you actually have this selected for your new email use. Otherwise, it's just
going to sit here, and then you'll have to add it manually to each
one of your emails. But if you're going to be using, let's say, mls to
send out your emails, then you're going
to want to make sure that for new email use, you're going to
have this selected. And if you want, you
can also have it selected on your
reply or forward. Okay, now, that was pretty
simple and straightforward. But now let's go ahead and look at how we can do this with Cava. So when you're here on Cava, we can just click
Create email signature, and we are given all of these template options to
go ahead and work with. So, as you can see,
like I said before, a lot of these are kind
of doing a lot for us, and other ones are honestly quite nice and
how simple they are. But as you can see, I think this one is a little bit cool of the use
of a signature, especially given
that most emails are going to be received
on a white background. This signature kind of stands out with this drop
shadow right here. So I think this is nice. Again, it's depending on your niche and the
style that, you know, your audience and your leads would probably appreciate that's going to really educate the kind of email signature
that you should use. I'm going to go ahead and just select this one right here. Again, we have a lot of other Timbits that we
can go ahead and use, but I like kind of how
simple this one is. It's minimal and it's
straightforward. Now, to edit the
information here on Canva, it's also relatively
straightforward. So I can go ahead and select
this and input my name. And with Canva, we're given a little bit more
creative freedom here. So one thing that I see here is that the letters are spaced
quite significantly. So this could be something
that you like or don't like. Regardless, to be
able to edit this, we can come over
here into spacing, and then you can go ahead and change the
letter spacing here. So if you want them
to be a little bit more closer or further, we have this option right here. And then with any one of
these given elements, what we're able to do is select it and we can move it
to wherever we want. So, again, it gives us a little bit more
creative freedom than what we had with Logo AI. So let me go ahead and
change this right here. I'll put Digital Skills Academy. And now I'm going
to go ahead and input my picture right here. So I'm going to get rid of all of these things right here, and then I can go ahead
and drag in my picture. So I have my picture
off screen here, and now I'm dragging it on. Now what I can do is
drag it here into place, and I have a few options as
to how I want to format this. So I can really either keep
it as it is right now. I can select it I
can come over here, I can round the corners. So let's say I want
to have it like this. I can also crop it, so I can pull it in. Let's say I want to make
it a little bit more squared off and adjusted here. I can do it as such
and click Done, and I can drag it to be a
little bit larger as I please. I personally liked
how this one looked. So from here, what we're able to do once you like everything, we can then go ahead
and click Share, then we can download it and
you can download it as a PNG. That's fine. We can
click Download. And now I want to
move back into Gmail. So now that we are
back here on Gmail, what I want to do is
create a new signature, and I'll name this one Canva. So I can click Create, and now I'm going to come
over here into Insert Image, and then I'm going to
grab the downloaded file. And now, as you can see, I have the uploaded
signature right here. Now, another kind of
option that you have when it comes to these uploaded
images, let's say, from Canva, what you
can do is also select them and you can change
the size of these. So you could send a few
test emails, let's say, to yourself, and you can see how each of
these sizes look. You can set it to be a small, you can set it to be a medium, large, or the original size. Because sometimes
here in this preview, it's not actually completely clear as to how it would
look in the email. So that's one test that I would always
recommend that you do. Honestly, even if it's just a text piece
that you just pasted in as we did with logo.ai.
So there you have it. This is how we can add in
these email signatures as a quick and easy kind
of boost to our emails.
10. Breaking Down a Successful Campaign (1/3): The backbone of
cold emailing and really any marketing strategy through email is
your email sequence. When you receive emails from all the companies that
you're signed up to, that's not them pressing
send individually to you. They're being sent in mass. And not only that, but
you're often getting emails for the first few
weeks and many times longer that were written months or years ago and are simply part of
their email sequence. The point is your email
sequence is a huge asset. If you get it right once, then you'll be able to
capitalize on it for a while. Our case, we're
going to be using a sequence of four emails. You can use many more. In fact, statistics show that six to ten is usually
the ideal number, and we'll break down one of
my longer sequences next. However, this is what
I found quite a bit of success with after
testing multiple sequences. So it's the one that I'm
going to show you for this specific a quick note
on integrating AI here, tools like HGBT can give you pretty solid outlines
that you can then rework. And notice how I
say outlines here. You should never
just really copy and paste what HGPT gives you because oftentimes you can do some additional reworking
that can benefit you. Especially if you access the transcribed version
of this lesson, you can then copy my sequence or even just the entire lesson
and ask HGPT something like, give me a four email sequence
for coaches based on a free demo offer using the sort of approach
described in this lesson. Then you can tweak it using everything that you've
learned in this course. The principles in this course, you'll be able to test
your own sequences, test different amounts, and find the one
that works for you. So no stress. Alright, let's
hop into the word by word of the first cold email
from my sequence and go through all the principles that you
need to keep in mind. So, as you know, my
first subject line is name you're invited. That one we've talked
about already. And then the email starts after that with Hello first name. Alright, so this one is crucial, and it's going to take me a little while to
explain. Just kidding. This one is pretty
self explanatory. Another quick AI comment here, if you're going to be using
AI to personalize scale, then you can autofill
this kind of humor into intros with tools like
replic or a TratGPT script. Something like make the
intro to this email warm, casual, and a bit playful
using the name first name. Now, names are usually not
the best way to do this because you might get corny wordplays or things like that, but we're going to
cover more specific versions in the coming lessons. So next up in this
first email is, I found your profile on ICF, and I was wondering
if you're able to take on more
clients at the moment. So here's the first
principle to keep in mind. Everything your prospect
reads has to be designed to buy you the next few seconds
of their attention. It's no secret that
the Internet is like a competition for
people's attention. All copywriting is one of the arts designed to
captivate that attention. So the process is
the subject line buys you enough time to
read the next few words. The next words buy you
the next sentence, the next sentence, the rest
of the email, and so on. This case, my wording is a
little sneaky because so far, I'm making it seem like I
could be a potential client, so naturally, they are
going to keep reading. But notice, however, it's not incongruent with
what I'm saying. I'm not simply
manipulating them. At the end of the day, it's
important for me to know whether or not that they can take on new clients
at the moment. One last thing to note here is that the ICF reference is true. It's the database where
I would find my leads, and it's also a step
of personalizing this. So if you're using
a lead database or enrichment tool like Clay, then you can feed that info into Chachi BT with a
prompt like this. Generate a personalized
first line for a coach found on ICF. Assume that they help clients
with business mindset. Now, we'll talk a lot
about personalization, but basically, it makes your emails look less
like a sequence, more tailored and more likely
to get a reply because it feels like you're messaging
them, not just a list. Just imagine if someone
reached out describing your exact specific situation in life with names and details. You'd likely be a little scared, but also you'd be more
likely to believe that they can help you spec
now on to the next line. I say, My name is Adam, and I actually used
to be a coach myself, and now I run an agency for coaches who help their
clients with wealth, health, relationships,
or anything similar. Now, this part
introduces Niching down. We've talked about
it. You get it. If you niche down, you become an authority in the
smaller segment. Fewer people, but those
people like you much more. In this case, it works
great because I'm showing that not only do
I specialize in coaches, but I used to be a coach myself. So I've seen both
sides of the equation. And this is actually true,
and I encourage you to find some sort of framing that works for your
product or service. If you're trying to
create familiarity, and you want to strengthen
your expertise. Now on to the next part
where I say, Okay, I know what you're
thinking, but before you describe this email as
spam or some sales spitch, let me say that I'm so
confident in my skills to market coaches
specifically that I'm willing to offer you a guarantee
of ten qualified leads in 30 days or you do
not pay me a petty. But I'm getting ahead of myself. Alright, so this admittedly is a pretty bold thing to
include in your cold email, but it's my style of outreach. I made it seem at first
that I could be a client, so I may as well address
the elephant in the room. I'm doing this for
a few reasons. Number one, it's self aware. I'm showing I
understand that I'm being that guy in their inbox. And second, it introduces the guarantee, which
helps to buy time. They don't immediately tune out because the money
risk seems removed. And lastly, it emphasizes
the niche and expertise. I'm the guy that
markets coaches. Overall, this is a
polarizing aspect of the email, which is good. Some people will immediately
click away. That's fine. But the ones who stay are way more likely to keep
reading and then convert. The rest of the email is
pretty straightforward, but I'll highlight some parts. While I was looking
into your brand, I noticed that you aren't running any Facebook
ads at the moment. So this is a lot. Yep, it sucks. I love to go through
every prospect and write a fully
tailored email, but I simply do
not have the time. Instead, I say something that is probably true for most of my leads and which almost definitely needs to be true in order for us
to work together. Next, I write Honestly, as cliche as it sounds, you might be leaving
money on the table. So here I introduce a painful idea that you're
leaving money on the table. And then I back it
up with reasoning. And here, ideally, I'd
show graphs and examples, but there's no time for that. But I plant the seed and
we'll build on it later. Now skipping ahead, I say, I'm not sure if you've
tried ads in the past, but through expert Facebook ads, we help coaches target the exact sort of
clients that they want without any need to rely on referrals or
other volatile methods. Here, this introduces
the solution briefly, and again, it's just
planting the seed. And this is where niche
knowledge comes in handy. I've spoken with
hundreds of coaches, and I know most of them
rely on referrals. I understand the problem
and I present how my solution is both
stronger and more reliable. And then I say, I'd love to show you how all of this
works more specifically. How about we hop on a 15
minute free demo call to see if we can help you
capitalize on this opportunity. Now, this here is
the call to action. I frame the call as a low
investment but high reward. Then I continue to
frame it and say, worst case scenario, you'll walk away with some new ideas. Oh, it's no pressure
and just value. So, this is the first email. It's crucial to do
a few things here. Number one, make it
feel personalized. Number two, get as many people as possible to read
as much as possible. Number three, position
yourself as an expert, and number four, plant the seed of their problem
and your solution. Alright, now, we'll see where to go from there and
the next lesson.
11. Breaking Down a Successful Campaign (2/3): In the last lesson, we
planted some seeds that are going to make our future
emails more effective. As I said, I'm going to cover the four email sequence that I used consistently to book
meetings in my agency. So in this video, I'll walk you through the second
and third emails. Now, the second email we
can call the Gentle Nutch. It's pretty straightforward,
and you should send it about 24 to 48 hours after your first email.
Let me read it to you. I say, Hey, first name, quickly following up
on our last email. As I said, I'd love to see if I can help grow
your coaching brand. Again, I'd guarantee you at least ten qualified leads in 30 days or you wouldn't
pay me anything. I'll leave the link here again. Speak soon. Now, this
email does a few things. First and perhaps most
importantly, it's a little nuch. As I've said before, most of your prospects who eventually become clients won't be an
ecstatic yes from the start. Instead, they'll be
somewhere between the absolutely nuts and the
Please Take my money ASAP. So when they read
the first email, many of them will be interested, but they're not going
to act immediately. Maybe they'll check
out our website, maybe they'll think about it, or maybe they'll say,
M, I'll do it later. Now, this email is
for those people. It's just a few sentences, and I synthesize
the core elements of my offer in a very
straightforward, non flashy, non salesy way. Now, if you want Chachi
BD to do this for you, then you can feed it your
first email and try this. Write a short, warm follow up email summarizing this
offer in three lines. Emphasize the no risk
nature of the guarantee. Now, the second purpose of this email is to
summarize our first eil. Lot of people don't read
the full first email, no matter how hard we try, and that's just how it is. So this one acts as a
compressed reminder. For some people, it will lead them back to the original email, and for a few, this one
alone is going to be enough. And one last sneaky tactic here, don't use a new subject line. Send it as a reply
to the first email. This one makes it look like
it's an ongoing threat. And in the inbox,
it now looks like a reply to something that
they might have responded to, which makes it way more
likely to be opened. You likely do this all
the time when you open your the messages that look like replies or threads are the
ones that you check first. It's not super complicated, just a few smart principles
to keep in mind. Now it's time to get
into the third email. And the subject line here is ready to let it be
easy first name. Now, I stole this from
an email that got. When I read it, I felt
this wave of relief. Like, I could just hand off
my problems to someone else. I didn't buy the thing. It
wasn't really relevant to me, but that line stuck with me. And you can do that, too. When you get emails,
read websites, or scroll through post, you want to steal
the good phrasing. And you can collect
these phrases that work on you and test them
for your audience. Now, this subject line
is strong because it inspires curiosity and paints
the solution as effortless. Now onto the body of the email, which I send two days
after the previous. I say, I just
realized I didn't add any sort of proof of what
we do in my last emails. Here is a screenshot of
one of our campaigns. Now, here we introduce proof, some form of results, evidence,
screenshots, whatever. But we do it in a way that
keeps the personal tone. It doesn't sound like
a polished sequence. It sounds like we're writing this one email now
specifically to them. And, of course, if you
want to defer to AI, you can always try
something like write an email that
shares a screenshot from a successful campaign. Make it sound casual and human, like I just remember to send it. Now, this type of framing boosts response rates because it
breaks the mass email illusion. We frame it as Oops. I forgot to include
this earlier. This makes it feel more
personal and gives you another excuse to land
in their inbox again. And it also germinates the
seed from our earlier emails. We already introduced
the idea that coaches are generally
bad at acts. And now we're finally
showing them, Hey, we actually get results. And in case these numbers are confusing, here are
the highlights. And then I follow
this screenshot up by in case these numbers are confusing, here are
the highlights. 1475 leads generated over
the course of four months, an average cost per
lead of $16.24. And in parentheses, the
average price per lead in the coaching industry
is $55 per lead. Here we break it down in plain
English. That's important. Don't assume people
will understand raw metrics or they'll even
look at that screenshot. It just has to be
there. Also, we make the numbers look amazing
compared to the industry. Now, this is quite
an important step for which I 100% use AI, because the idea here is to stand out compared
to the industry. It's great because you can just pick whatever
metric you want. This is what people like Iman
gaz do when they show how the thing that they
are selling is so much better than the
other alternatives. Pick the metrics in
which their offer wins and they don't include the countless other metrics in which it doesn't something
that you can do is paste your screenshot results
into hat UPT and then ask, write a short paragraph
explaining why these results are great compared
to industry benchmarks. Make sure to include
actual statistics and give me ten examples. This proof does a few things. Firstly, it shows that we've
actually done this secondly, it provides social proof. We're not pitching in a vacuum. Next, it validates the seed of the problem that you're
leaving money on the table. And lastly, it creates Fomo. Your competitors who are doing ads right now are
gaining ground on you. So now moving into
the next part of the email, I say, now, I know the numbers
here are quite high, but doesn't mean that
you have to spend thousands of dollars
on ads to get results. No. This happened
to be a company with a big team and a budget
which could afford this, and we scaled the ad
spend as we saw success. Instead, you can start
with a very humble budget. And the best part,
I'll guarantee you at least ten qualified
leads within 30 days, or you won't pay us a cent. The offer is bold because we
have the results to back it. Now, this part
does a few things. First, it establishes
credibility, that you work with big clients. Next, it acknowledges
a potential objection that they don't have a
big budget to work with. Third, it reinforces
the risk free offer, and it uses a subtle
mental jujitsu. The offer is bold because
we have results to back it. Now, let's be honest. It's not the boldest
offer in the world, but the way it's phrased,
it feels powerful. So you show the proof, repeat the offer,
make that connection. And it works. And of course, we wrap up with a CTA to book
a call or reply directly. So that's the second and
third email in the sequence. The second email
is a gentle notch. It summarizes the core offer, feels like a part of
a real conversation, and it's great for friend
sitters or forgetters. Now, the third email adds proof. It reframes the outreach
as personal and connects results to your guarantee and
builds trust and momentum. So you want to keep your emails concise, personal,
and persuasive. Use screenshots, add proof, and reiterate your value. And you can use AI to
test variations fast. Now, we'll tackle the
final email next.
12. Breaking Down a Successful Campaign (3/3): Alright, it is time to move on to the last email
of our sequence. It's actually going to be quite short and straightforward, but I didn't want to make the
previous lesson too long. So just to recap, so far, we made an initial email
that set us up as experts, introduced the problem,
and positioned our solution as
unique and untapped. We also nudged prospects with a concise summary of our
offer, dropped proof, reinforced our risk
free guarantee, and emphasized why this matters in their
niche. All right. Now, how do we close this
cycle? Well, let's look. Our subject line is
last chance first name. This is one of the
subject line principles that we already
covered, urgency. It's also vague enough
to spark some curiosity. Last chance for what?
So I open up by saying, This is going to
be my last email to you, and I'll be quick. Just like the first
email, you're buying a few seconds
of attention. This line is clean, fast, and it makes a promise
of conciseness, something that most
people appreciate. Also, it fulfills the
subject line immediately. This is the last chance. It tells them that
the sequence is over, and psychologically,
it works great for anyone who is waiting
to see what comes next. Spoiler alert. There is no next. Then I say, I run a marketing
agency specialized in running extremely
high performing Facebook ads for
coaches like you. Now we restate the
highlights, no fluff. We remind them
that we specialize in their niche coaching. We re emphasize that
we've done this before, and we lean on the results
from the previous emails. The truth is that by not
running Facebook ads, you're not using a competitive advantage that you
have in the industry. Now, this line reiterates the pain points and
missed the opportunity. By this point, we've backed
it up with stats and proof. So here, a clean statement works better than
more explanation. I, however, guarantee you at least ten qualified
leads within 30 days, or you won't pay
us a single cent. Now, this is your risk reversal, and it should shine
in your final email. No one wants to book a call with a risk associated with it. So we say it again
clearly and powerfully. All it takes is a
click on your side to schedule a free demo call
with us. Schedule it here. I hope this won't be my
last email after all. It's a short CTA, clean framing and
a little bit of emotional closure.
You're not being pushy. You're giving them one
last easy decision. Now, that's the sequence. In our first email, it
introduces you the niche, the problem, and your offer. The second one nudges them with a quick summary and no pressure. The third shows proof and
reinforces the guarantee, and the fourth repeats the core message and closes
strong with urgency. You don't need more
than this to start. But of course, AI
can help you extend the sequence if you want to test longer funnels. You
can try this prompt. Based on this four
email sequence, write three more emails that add storytelling and
testimonials without repeating the same pitch. I give you this prompt because the one thing that we don't have in this sequence is story
the next sequence of mine, I'm going to show you
how we hit the marks of creating emotional connection through stories quite clearly. It's very effective,
but I felt like it didn't flow with this
bold offer type sequence. But feel free to test it. You can also feed Cha EBT your best performing
emails and ask this. What elements are
repeated most often? Which lines drive action? This gives you actual patterns that you can double down on. This is actually one
of the best ways to integrate AI
with split testing. We'll see later on
with our sales calls, feeding AI as much
information on what your customers respond to
as possible is amazing. CGBT will able to recognize patterns and then double
down on what's working. So the key to this sequence
is that it's first concise. Second, it's personalized, or at least it feels like it is. And we'll talk about ways to
personalize much, much more. Not. Next, it's layered. Each email builds on the last. And finally, it ends with a clear offer and a final notch. Remember these few key things. You can make your
own sequence longer. You can add testimonials. You can tell stories. You can provide value instead
of just pitching. Again, in this sequence, we're leaning on our
bold offer a lot. There are hundreds of
ways to do this well. I'm just showing
you the one that worked consistently for me. So when you write yours,
do not overthink it. Use what feels natural
and then test, tweak, and then test again. We split tested dozens of versions before
landing on this one. That's why I put these lessons at the
beginning of the course. So you can get a
working framework immediately while learning the deeper AI stuff
that's coming next. So once you build your
own version of this, you'll refine it
based on results, conversations, replies,
and intuition. Again, let's move on
to another sequence, and this one, I'll
just break down in one lesson now that
you know the basics.
13. Optimize the Right Metrics With AI: So you've got your
sequence bill. You've got a list, and
you're ready to hit Send. But how do you actually know
if your outreach is working? Well, that's where
metrics come in. This lesson will walk you
through the main metrics that you should be tracking in your cold outreach campaigns. So what counts is good and what to do if things
aren't looking so hot. So first, we have open rate. So this is going to be the
percentage of people who opened your email out of the total number
who received it. So the formula here
is opens divided by emails delivered times 100. Now, for what's considered good, the average open rate in email marketing is
about 15% to 25%. Now, if you have a
great lead list, solid personalized subject lines and clever relatable copy, then you can see your
numbers hit over 40%, as we've had on some
of our campaigns. If it's below 15%, then we might have problems. Now, you might be doing
everything within your control right and
still have low open rates. And this might be
because of your niche. So for example, my open
rates in this campaign were noticeably lower than
other campaigns of mine, as we can see right here. That's because my lead list was weaker due to
the niche itself. Utomi instructor emails
are hard to find. So a lot of the emails on my
list either don't belong to instructors are old or
they straight up bowel. So all of that put together diminishes the open
rate like crazy. However, the campaign itself still works quite well because the conversion rate
for the people who do open the email is quite high. Now, if your open rate is low, then your subject
lines could use some copy tweaking
or personalizing. The email that you're
using to send out these emails might not be warmed up and they could not
even be being delivered. You might be landing in spam
or promotions tab of emails. Or, lastly, your list just
might not be that great. Now the next thing is the
reply rate, a response rate. Now, this is the percentage of people who respond
to your email, whether it's positive
or negative. Now the formula for this
one is going to be replies divided by emails
delivered all times 100. Now, one to 5% is about average, and 5% and above
is quite strong, but below 1%, we might
need to do some tweaking. Now, keep in mind this
includes all replies, even the ones that
say unsubscribed. But still, it means
that they noticed you, read something, and hit reply. That's already a win
in cold email land. Now, if your reply rate is low, your copy probably doesn't
feel human or specific. You might be too
vague or too pitchy, or you might be boring. It's harsh. I know. Next, we
have response per open rate, which is your engagement, right? Now, sometimes the response
rate may be misleading because it takes in responses regardless of the open rate. However, if people aren't
opening your emails, then the response
rate is affected. So I actually think a
better way to gauge this level of your sequence
is to do the percentage of people who replied
after opening so the formula would be replies
divided by opens times 100. And this matters
because it shows how effective your actual copy is
once people open the email. Now, for what's
considered good here, it's hard to tell because people don't really
measure these as much, but I'd say 5% is
probably the average. About 5% is great, and then less than 3%
something is probably up. Now, this metric is
helpful because it isolates one specific
step in the funnel. What happens after
they open your? Your open rate is good, but your response per open is low, then your subject line
is doing its job, but your copy isn't
pulling its weight. So it's time to tweak. For example, on the sequence
that I mentioned earlier, the open rate is very low, but once they do open, our response rate and calls booked are actually quite high. Almost one out of every
ten people who read our email are booking a call with us or asking about
more information. Fourth is the call booked rate, AKA, your conversion rate. Now, this is going to
be the percentage of people who scheduled a call from your campaign or did whatever desired action of
your campaign is. So the formula here in terms of calls booked is calls booked, divided by emails
delivered all times 100. Now, this is the number
that really matters. It tells you how many
people went from stranger to actual
potential lead. This is actually one of the
biggest incentives to use Lem Cal because you can track the actual number
of calls booked, not just the number of
people who are clicking on your E. If the number is low, but your replies are high, then you might be engaging them but just not closing them. Or you might be getting
a lot of people who are asking to unsubscribe or
citing the CT Spam Act. Hush, again, I know. So here you want to check your
CTA, your call to action. Check your guarantee
and check if you're making it feel
easy and risk free. Now for some extra metrics, if you want to get fancy. First, we have our bounce rates, which is the percentage of emails that couldn't
be delivered. This one should be under 5%. Otherwise, you should try
to clean up your list. Next, we have the
positive reply rate, which is the
percentage of people that replied with
something actually good and not just uns want this to be half or more of
your total replies. If most replies are negative, then your targeting or
offer is probably off. And if you're not
a numbers person, then you can take
a screenshot of your mless dashboard and
then upload it directly into Ja QBT and then say something like this.
You're a data analyst. Look at these numbers for
my cold email campaign and tell me what's working
and what I should improve. And you can also add this
science backed element to the prompt to give you
a more objective answer. Answer as a well
informed first person, deep search of the web. Then critique as a
third person analyst. And then in parentheses, say expert on the matter. Finally, merge both to
share your conclusion. And as we've mentioned before, you can also paste the script for this lesson into Chachi PT, so it has contexts, and it can evaluate it
based on what we discussed. Good metrics help you stop
guessing and start optimizing. If you're getting opens but no replies, fix your email body. If you're not getting
opens at all, then fix your subject
lines and deliverability. And if you're getting
replies, but no calls, fix your CTA and offer framing. And remember, you do not
need to guess anymore. AI can be your copy editor, your brainstorming partner,
and your data analyst. You just have to feed it the right inputs.
Let's keep going.
14. Simplest LinkedIn Campaign That Works: This lesson, I'm
going to put you onto a LinkedIn automation sequence that can get you
calls like crazy. Now, when we first
went over Lemlst, I showed you here in
the contacts tab. How we were able to add new contacts with this People
search or a CSV Import. And I said we'd come back
to this Linktn Import. Well, now it's time to go over this LinkedIn Import to
start out this lesson. So the first step of
this is that you're going to have to download
the EmlessEtension. Now, this is super simple. If we just come here to
the Chrome Web Store, you can just go
ahead and add it. So now, once you have
this downloaded, we are now going to go in
LinkedIn to actually use this. So now I'm here in LinkedIn, and I have my
EmlessEtension right here. So the way that we're
going to do this is first, we are going to input
a search query. Now, here I put Udemy
and instructor. And as you can see, this and
right here is in all caps, and this is what we call
a Boolean search que. So what this means
is that it is only going to give me
LinkedIn profiles that have the terms Eudimi and instructor within
their profiles. And other ways that we can use these Boolean search terms
is if you have not or O. So for example, I
could put Udemy, not instructor so that gives me all the profiles
that have Utomi, but they do not have
instructor in them. So this could be like people that work at the company Utomi. And then the or term would
give me any profile that has either or Utomi
or instructor, and it will also provide
profiles that have both. So now I'm here at the search results of
Utomi and instructor. Now, to put this into mls, what we have to do is first
come over to the People tab. Now, if I scroll down you
can see that there are 100 pages here with
ten profiles per page. So there are 1,000 profiles
that fit this search query. So now what we want
to do is push all of these profiles into Mlist. So to do this, I can just come down
here to this drop bar, and then I can push
profiles from all pages. So if we come up to this, we get to see that all of the profiles are
going to be imported. Now, this is going to
be nearly 1,000 leads that are going to
be imported into mls with just a
click of a button. But right now, I don't have a campaign that I've created
to actually push them into. And I could put them
into my contacts, but I want to keep
it a little bit more organized and put them
all into one campaign. So let's go ahead
and move back into Lemlst and I'm going to go ahead and create a new
campaign to do this. And the start of the
campaign is going to be to send a connection request
or invitation on LinkedIn. So now that I have this created, I'm going to name this
LinkedIn automation. So now that I have
the first step of the sequence here
and it's created, I can go back here, and now I can come select the specific LinkedIn
automation campaign. And then I can click Enrich
Lead and add to campaign. Now it says leads will soon be imported into your LinkedIn
automation campaign. Now if we come back here
and come to lead list, in a couple seconds,
we're going to see all of the leads
import into here. So now, as we see
these leads are being imported and the
numbers only going up. But now before we continue, I also want to show
you here within Linktn that I could select these
enrichment tools right here. So I could find their verified emails or
their phone numbers if I want to do a multi
platform campaign. Since that's unnecessary for this campaign that I'm
running, I'm not doing it. But in the next lesson,
we're going to go over these multi
platform campaigns. So stay tuned for that. Okay, so now I'm going to come
back here into mls. Now that we have all of
our leads, 816 imported, I'm going to come back here and we're going to start
with the fun stuff, and that's actually
creating the sequence. Now, the first step
of this is going to be sending the
invitation right here. And I'm going to have it set
so it's sent immediately. And what we're going to do
is then add the next step, and it's going to be a
conditional statement, and that's going to
be accepted Invite. And I'm going to click it, and I'm going to change this to wait until they
accepted an invite. And then once they
accepted the invite, once they accepted that
connection request, we're going to move on to
the next step of this, which is finally
going to be sending our first message to
them on LinkedIn. Now, a mistake that a lot
of people make on Linktn is that once they connect with someone and they accept
that connection request, their first message to
them is their pitch. It's a whole paragraph or even multiple paragraphs about whatever it is that
their offer is. Now, I could go on a ramble about why this is not optimal, but you should just
take my word when I say that people
are not going to be receptive to your sales pitch immediately after
you connect with them when they do
not know you at all. So because of this, our first message to
kind of warm our leads up is going to be
something very simple. And it's going to be a gift. Now, you might be questioning
where I'm going with this, but let me go ahead
and add the gift to this message, and then
we'll talk about it. Alright, so I went ahead
and added in my gift. So to do this, you just
come over here into images, and then you can
upload your gift. Now, right here, you can see that this gift is
something specific. It's a gift of me saying
hello to these leads. Now, yeah, this is
a little silly, but that's kind of
the point of it because we want this
to help in warming our leads because we
want to kind of come in with this soft and
happy kind of intro. And it's something that we just are hoping that
they are going to respond with in a positive
fashion because in doing so, it indicates that
these are warm leads. Another comment to this is that this gift and what I'm
doing here isn't something that's just random
because this is something that is speaking to
my niche directly, because I'm working
with Utomi instructors, and Utomi is an online
course platform. So what I did here is I went to a classroom
with a chalkboard. And I went ahead and wrote hello because I'm working with
online instructors. So this is something
that's relevant to them. So if you're working in a
niche, let's say, finance, then you can go ahead and do
this with computers behind you that are showing stocks
or something similar, and you can just
be waving there. So you can kind of tailor
this to your niche, which is going to then increase your
conversions with these. What I want to do is create a message associated with this. So we're going to send the gift, and we're going to say awesome to connect with you first name. So now I went ahead and
wrote this message out. Awesome to connect with you,
and then we can go ahead and add in first
name just like that. In terms of the
automation, this is it. This is the entire sequence
that we're working with. Now, you might be asking, how am I supposed
to schedule calls from this point with just saying awesome
to connect with you? Well, that's because
what makes this sequence so special and so effective is how
personalized it would be. So following this message, what we want them to
do is we want them to respond with some
emotional response. We want them to give
something more than just a thumbs up
or a simple hello. We want them to say, ha ha, it's great or we want to see some investment from
them to indicate that these are then
warm leads for us to move into our next step, which is going to be sending
a personalized video. Now, I've been running
this campaign for months. So let me just go ahead and show you one of the campaigns
that I have ran with this so you can kind of get an idea of how these personalized
videos should look like. Alright, so now we are here in one of my LinkedIn
messages where I did this. So we can see that I
have my gift right here saying hello and awesome
to connect with you Lucas, we see this guy's
name is Lucas Hal. Then we can see
that he responded with an emotional response here. He said, Thanks for connecting. I see that we're both
doing online education. This indicates that he's
warm, and therefore, it tells me that I need to go ahead and send him a
personalized video. Now I don't want
you to kind of get over your head here and
start worrying about this personalized
video because all it really needs to
be is 60 seconds. It should be no longer
than 60 seconds, definitely not longer than 90 seconds because people
aren't going to go ahead and watch these super long
videos that you're going to send to
them just as if they are going to read like long paragraphs that
you're going to be sending them if you're gonna
be doing these pitches. So, it should be a
concise, little video, and now I'll show you the
video that I sent this guy. Lucas, you're right. We are both doing
online education and I actually have your
Utomi profile pulled up here, and I think it's awesome
that you have all of these students with just three
courses to your profile. Um, right now, I actually help instructors grow
their Utomi profiles. But I'm in the process of creating this community
that's going to be more tailored to the
individual experiences of the instructors on Utomi. So as a pathway to
creating this community, I'm trying to get on calls
with as many instructors as I can to just see what
their experiences, what your experiences
on the platform. And while we're at it, I can share my own insights as to the accounts and profiles
I've run myself on Utomi. So hopefully we can get on a call and we can discuss
and chat about this stuff. It would be super helpful. So, as you can see, it was a simple video that
I sent to him. It was under 60 seconds long. And I was concise in what
I was asking for him. I wasn't trying to
sell him anything. All I was asking
for was to get on a call with him because I'm
building this community, and I essentially want to learn more about my target audience, which is to Instructor. I also did offer him some value in saying that I've ran a
lot of accounts myself, so I can give him a little bit of my insight on
the call, as well. So again, I'm calling
him out by name, and I'm also mentioning not only what we went
over in this chat, but also what I see
in his Utomi profile. This is something
that I researched. So this is something
that's hyper personalized. Now, another thing
that we have to is also add in this
question right here, and how does that sound? Because oftentimes people can see these videos and they
might not watch them, but they have to watch them if I'm asking, how
does that sound? So if they're going to respond, they need to see
exactly what I said. So now let's go ahead and look at the
end of this message. It's as simple as this. He said, Sure, give
me your calendar. And then I said,
Awesome. Here it is. And then I sent
him my Cundi link. And this video that I sent him literally took me
minutes to make. It was super simple. Now, although it is true
that this sequence I was using in creating research calls and trying to get people on research calls, they weren't sales
calls, essentially. Everyone that I'm
getting on these research calls, number one, I'm learning more
about my audience, which makes me better
able to market to them. And number two, are all people that I'm going
to reach out to and also are going to
be people that are likely to buy my community, to buy into my community
once I actually release it. So the last thing
that you should do is think that
this is wasteful because I'm not directly selling them anything in the call
that we have scheduled. Now I'm back here within
mls because we're not fully done with this
automation quite yet, because one thing that we have a limit on and one
thing that we have to pay attention is to the
amount of invitations or connection requests
that LinkedIn allows us to send per week. And that number is limited
to 200 connections. So I'm going to
come over here to my lead list, and as we can see, I have 816 leads imported, which is much higher than
the 200 weekly limit. Oh, now what we're
going to have to do is come over here into
the launch sequence. So now we have all
of these leads, 816 that we want to eventually
receive this sequence. So now, in order
to send out all of these connection requests
and not run into any issues, to be able to limit this
to only 200 per week, what we have to do
is come over here. We're going to click
Launch for 816 leads, and now we are at our
campaign launch recap. So what we need to
do here is we need to edit the time
between each lead. So let's go ahead and come
over here into edit settings, and then we're going to
come over into schedules. And here, what we want to
do is we want to go ahead and either modify a schedule or we can create a new schedule. We have to do here is essentially have a
schedule that's set up where we are not going to be sending more than 200 per week. So it depends if you have
Sunday and Saturday. It depends how many days of the week that
you have selected, but let's say that we have five days of
the week selected. That means that we
would have to reach out to 40 new leads per day in order to
reach this 200 CAP, because five times 40
is going to be 200. In my case, what I can
do is I can actually decrease reaching out to a new lead every certain
amount of minutes. So here I have it set to 39, which is going to
be perfectly fine. It's a little bit under the cap. So giving me a little
bit of leeway here. And I can go ahead and
add this schedule. So now that we are left
with just this schedule, what we can do is
come back here. And now we see that the time between each lead is 14 minutes. So now all I have to do is
click this button right here, and then our campaign
has started. So there you go. This
is how you can set up, automate and run the simplest and most effective LinkedIn
outreach strategy.
15. Automated Multi-Channel Campaign: Lesson, we're going to
be going over how we can create a multi
platform campaign. So this essentially is
going to be a campaign that integrates both LinkedIn
outreach and email outreach. Plus, we can even throw
in cold calling, as well. Now, the first step of
this campaign is going to be visiting somebody's
profile on LinkedIn. This isn't something that's
absolutely necessary. It's kind of just a small
addition that we can add into this campaign that can
benefit us at least slightly. Because if they
see us on Linktn, if they see our name on
Linktn viewing their profile, and then following this, they see an email from us, then they're probably
going to be just that bit more likely to be open to what it is
that we have to say. Now, having said that,
the next step of this is going to be sending
them an email. So now for this first email, what I want to do here is just simply introduce myself and
give some kind of value. So right here for the subject, I'm just going to put value. Of course, if I was actually
sending this email out, my subject line would
be something different. But this is kind of
just for your idea, just so you can visualize what
each email should contain. Now what we can do is
have a split condition. So this condition can be if they clicked a
link on the email, then we'll send them one email, and then if not, then we'll
send them another email. We're going to go
over this kind of split conditional statement in the mlssPersonalization
lesson. But for here, what I'm
essentially going to be doing is in this email,
this value email, let's say I have some
kind of lead magnet or just whatever that I'm giving my leads to give
them some kind of value. If they went ahead and
checked out the link, then what I'm going to do now
is send them another email. And then in this email, it's just going to be
following up and essentially asking how they like the lead magnet if they
got any value from it. And along with
that, I can drop in some other case studies
or testimonials, just essentially
increasing my credibility. So right here, I put in the subject line so
we can see this. If they click the link, then
we're going to send them some case study and
credibility, essentially. And right here, what I do clicked on Link in
Email within one day. I want to change
this to, let's say, three days because we never know what people
have on their plate. So I just want to
give them a little bit more time to actually
respond to this. Now what we can do for
the no side of this, if they didn't click
on Link in the email, then I can send them a
message on LinkedIn. So I just went ahead and typed
in this example message. So I said, Hey, first name, I see that we're
both in industry, and I sent you an email a couple of days
ago about valuable topic within this industry. I would love to hear
what you think about. So, something that's super
short, super simple, we don't want to be blowing up their LinkedIn messages with
a long paragraph or two. So I just went ahead and
wrote this quick message. I said, Hey, First Lane, I see that we're
both in industry, and I sent you an email
a couple of days ago about valuable topic
within industry, and I wasn't sure if that was the best
place to reach you. Let me know if you're
open to chatting. So it's something that's
super quick, super simple. We're not going to
be sending them a huge paragraph or two within their LinkedIn
messages because that is just never going to
come what we're going to do is add in another
step right here. After these two,
we're also going to have another
email sent to them, and we can look at this one, like the breakup email. So I can go ahead and subject
line this as breakup. Again, this isn't actually what I would have as my
subject line here, but this is just for you guys to kind of see the
format of this. And here, we can
essentially say that, this is the last time I'm
going to reach out to you and essentially talk
more about your credibility, like what you do, and
then you can leave your scheduling link there at the end to then hop
on a sales call. Let's say that we had
this scheduling link also within this
email right here, and they did schedule it. Well, if they did
schedule a call with us, then we don't want
them receiving this final breakup
email right here. So what I would do here then is add another
conditional statement, and then I would put on
click On Linked in email. And then if they did
not click on the link, then what I can do is
duplicate this right here, and then I can drag it in to
the no position right here. And then I can move this email to this
position right here. So now it looks a little
bit more complicated, but you essentially get
the detail right here. So essentially, what
we have here is if they do click the
link on this email, then they're not
going to receive any more messages from us. If they don't they'll
receive this breakup email. And here, regardless of
the action that they take, they are going to
receive this email one day after I send them
that message on LinkedIn. Now, of course, I
could also duplicate this email right here and maybe change up the
copy a little bit, given that they didn't click on the lead magnet in this
first one right here. But I could have this
one then also have it followed by this breakup
email right here. So the case study and
credibility right here, and then the breakup
email right here. And as you can see, there's essentially infinite
ways that we can integrate both LinkedIn and our email outreach
in these campaigns. And that's not the only
thing because we can also add in manual tasks. So, for example,
after all of these, after this sequence is done, we could potentially add in a manual task of calling them. So we could call these leads. Essentially, it's a cold call. We can say whatever we want, but it's going to be a cold
call at the end of all this, knowing that we sent them
all of this information. So with this campaign, we've integrated both email, LinkedIn and cold calling throughout this entire sequence. So in regards to
these manual tasks, so for creating a call for someone to have to actually
go ahead and call the lead, you can assign the call task
to anyone within your mls. So if you're the only
one operating your mls, then you can assign
it to yourself, and then Lemls is
going to notify you when you have
to make this call. And you can also
a priority here. If you don't have multiple
priorities within your mlss then the priority
doesn't matter here, but it's nice that mls is going to be reaching out to you and essentially
telling you that, Hey, this is something that needs to happen, so do it ASAP. Alright, well,
there you have it. This is essentially
how we can run these multi platform
campaigns with cold calling, email, and Linktn
all within mlst. So this is something
that obviously you can kind of change
depending on your niche, and you can do
different kinds of steps because we have so
many options to integrate, especially with Linktn how we can go about creating
these sequences. So, you should definitely go ahead and give it a test trial. What works for your kind
of niche specifically. And there's definitely
one way that you can integrate both
LinkedIn and email to kind of have more optimized and higher conversion rates
within your sequence.
16. Avoid Spam With AI (Lemwarm): Now, this is going to be a quicker yet still
very important lesson when it comes to your
email marketing. So we're going to be
going over emworm here. Now, emWorm is all about increasing your
email deliverbility. Now, what do I mean by that? What is email deliverability? Well, email deliverability
is essentially how well your emails reach
your recipients inboxes. And this is opposed to either bouncing or going into
their spam folder. Now, it may not seem like it, but this is actually huge
aspect in email marketing, because if we're
going to be sending out all these emails and we're going to be sending out
large marketing messages, then if most of them are going to be ending up in
people's spam folders, then this isn't going to
be doing us any good, and it's obviously going
to be doing the opposite, and it's going to be hindering
our results greatly. That's where emWorm comes in. So essentially, the way
that emWorm works is that it sends out emails to
their own email recipients. And if any of your emails
land in their spam folders, then the software automatically is going to pull those emails from the spam folder into
the inbox of those emails, and that essentially
is going to be telling the email software that you are someone to be trusted and
you're not just sending spam. The software is super simple, and if you have a LEM
list email Pro plan, then LMWorm is going to
come for free with that. But if you don't,
emWorm is going to cost $29 a month if you're going
to be paying month by month. So one thing, if
this is going to be, something that you are unsure of actually
spending the money on, they have a deliverability test, and this one here is going to be great to actually
test how your email is. If you're unsure
about that price tag, and maybe you're
just curious to see what your deliverability
is right now, what you can do is come up here, we're at lemworm.com, and they actually have a
deliverability test. So what we can do is send an email from the email that
we're going to be using to send out our marketing emails to this email that is now
going to load in right here, and then you can click
Show My Results, and it's going to
show us how well our deliverability is with the email that we
sent the email. Now I'm going to go ahead
and copy this email, and then I'm going
to go to my email, and then I'm going to
send out an email, test email to this one, and then we're going to see my results on my deliverability. All right, so I've
now sent the email. I'm going to check this box
and click Show MRsults. All right, so we see
my results right here. My deliverability score
is 95 out of 100. So this is very good. And we see a little
breakdown right here. 9% of your emails
could land in spam. And then we get to see
all the technical metrics that it goes and
measures for us here. We have all this, and
this is something that's familiar to
you, then that's good. But we can see essentially
what needs work on. And if something isn't all good, then it's going to tell
us how we can improve it. Okay, now, if you have
an email P plan with Lemlist or you've decided that you want to spend the
money on Lem Worm, let's actually get into
the software itself, and I can show you around, and honestly, it's super simple. There's really not
much to do there. It's very straightforward
and helping us. Okay, so now I am here in
another account that I created. So as we can see, we have our current
deliverability score right here, and we have a detailed report
as to how it's all doing. So looking at this
detailed report, it essentially gives
us a few things. It tells us how many
emails were sent and then how many were landed in
either inbox or Spam. So today, only one was sent. Now, if this one landed in spam, then this would be red. And as we can see, it's green, so that means it landed in box. But now let's go
ahead and move into the warm up section
to see how we can change these amount of emails that are going
to be sent out every day. Alright, so now we are here
in the warm up section, and we get to see a few things. First, we have warm up. And warm up is
essentially the amount of emails that Lem Worm is
going to send out each day. And obviously, all of these emails that they are
going to be sending out is going to be helping us to increase our
deliverbility. But we also see a
ramp up increment. Now, this is because it's not immediately going
to be sending out all ten of these emails on the
first day that you activate your account because this can essentially hurt
your deliverability. So instead, what it's doing is ramping up to this
warm up amount. So it's going to be increasing the emails by one
every single day. So let's go back into our
dashboard to look at this. So as we can see here, we see this is a
linear increase. Right here, we have one
email that's being sent out. And we see tomorrow there's going to be two emails
to be sent out. Then three, four, five, six, seven, eight, nine,
and then ten. And then every day after this, it's going to stay at ten. But as we saw, we can change this in
our warm up settings. So we can come over here and
increase our warm up emails. If we want to send out
more than ten at the max. Now, it maxes us
out at 40 emails. So if you're going
to be sending out massive amounts of
emails every single day, then you probably want your warm up level to be
higher than the basic ten. And with this, if you're
going to be scaling this up, then you should also be scaling up your ramp up increment, because it depends if
you're going to be someone that you have
your marketing messages, and you're going to
be ready to send them out as soon as possible, then you want to kind of
speed this process up. But if you do have a little
bit of time on your hands, then it is better to
keep it at one per day. But you could honestly go up
all the way to about five. And that's essentially
it for emworm. As I said, it's a super simple and
straightforward software. It is extremely specialized
in doing one thing, and that is increasing your
email deliverability score.
17. How to Actually Use Calendly: Alright, now it is time
to go over Calendy. Now, if you don't know, calendar is essentially
just a scheduling software. Now, when I put it like that, it doesn't sound that special, but Calendly can really
help us actually increase our efficiency and increase our conversions from actually
getting people on to calls. Now, firstly, this
happens because we have all of our booking
consolidated in one place. Now, that alone isn't
all that special, but what Calendly also
is able to do is send follow up reminders about our
meetings that we scheduled. These reminders can
do you wonders in terms of actually getting
people to the calls. Now, let's actually
get into calendar, and I'll walk you through
it all. All right. Now, the first thing
that we're going to do is create a new event. This is going to be the
specific purpose of each call. So let's go ahead and
click Create here, and we have a few
different options. But for us, what I'm
going to do is go ahead and select a one on one call. Here we're able to
do a few things. First off, we can
change the name. Let's say we're
going to make this a 15 minute discovery call. Now, this name is going to be something that all of your
prospects are going to see, make sure that the
name is according. Then we can change
the duration here. Now that I said 15 minutes, I can change that here, but we can also do a custom
time if we want. Then next we have location. If we want to do it on Zoom, then what we'll have to do
is connect a Zoom account, and then when
somebody schedules, then they'll automatically
be sent this Zoom link. So it's super efficient
and optimized in this. But we also have a couple
of different options here. We can do a phone call, and then this is going
to require that we actually get the phone number when they're going to
be scheduling the call. So this is just something
to kind of keep in mind. Depending who you're
sending these out to, this obviously is
going to require a little bit more ask
of your prospects, and it's going to be a
little bit more friction if you're going to be asking
for their phone number. So just something to
keep in mind there. And then we also have in person, but we also have Google Mets, Microsoft Teams, and you can even do a custom
location right here. This is just going to be if you have something
that you're going to type in specifically for
them, then you can use this. But for the most part, I always recommend just
linking in your Zoom account because it
makes the process so much easier for both
you and your prospects. Next, we have our availability. Now, if we go over here
into our availability, what I'm going to
do is click here, and then we can set
different schedules. These can be presets of your
time that you are available. And then for each
event that you create, you can just import this preset that you have
created right here. And as you can see, it's
super easy to edit. You can duplicate
and copy these time. So right now, I'm
unavailable on Sunday. But I could apply it
here and now I am, but I could also remove
this right here. Also if you want to be
free for, let's say, 9-12, but then you want to
give yourself a 1 hour break. 12-1, you're going to
be on lunch, let's say, you can then add an interval, and then you can continue
again right here. So that I'll be
again free 1-330. And now that we're back here
and creating our event, we select our availability, and we're also able to
change it right here. So if we want to set,
let's say, a custom hours, then we're able
to change it just as we are here in availability. Once we're all done with
that and we select our host, which is going to be ourselves, we can then click Create. So now we're taken here
to a preview of how this booking is going to look like when they click the link
that we share with them. Now, from this point,
what we can do is come over here and click
more options, and then we're also able to add all of these options right here. So we can do a
confirmation page. We can ask for
payment, and this is going to require us
to connect a stripe. We can have free busy rules, limits and buffers and one nice thing that
we can add right here is going to
be a description. So, right here, I just put in
a quick little description. So I said this is
going to be a free, quick chat to see if we would be a good fit
to work together. Worst case, you'd leave with a few new ideas
for your business. Alright, so from here, we
can just click Save Changes. Okay, so now we're able
to exit out of this. And from this point,
one addition that we can make to our
booking page to make it look a little bit
more put together and more professional is
we can add our logo. Now, to do that, what we want
to do is come over here. We're going to click
this drop down, and then we're going to
go over to branding, and then you can
upload in your logo. So I'm going to go ahead and do that and then we'll come
back to each other. So I have the logo
right here and now I can click Apply
and save changes. Now I'm going to
go back to home, and then I'm going to go back and view the booking page
that we just created. So as you can see, we
have the logo right here. Now, if I were to
actually be sending these out to anyone and
I was using this logo, I probably would have a
white background to it just so it merges a little bit
better with this entire UI. But in the beginning
of this lesson, I told you that Candi was a little bit more than just
the scheduling software. I said that we could have
automated follow ups. Now, this is true, and
everything that I've shown you up to this point is going to be available
for you for free. But if we want to have
this extra functionality, then you'll have to upgrade
to a standard plan. All right, so now that I got that disclaimer out of the way, to send these follow up emails, we're going to come over
here into workflows. Now, as you see, we
have a couple workflows right here from the get go. And if we click C A workflows, then we can see all of these preset workflows
that Kunde offers us. Now, to show you
just how easy it is to set up any given
one of these, I'm going to just show
you how we can send an email reminder
to our invitee. Now, as you can see,
you can also send an email reminder to
yourself or the host. So if you have a larger team and everyone is going to be taking
different kinds of calls, then the host of that call is going to get a reminder
if you do this one. But let's go ahead and set
this reminder to Invite. So the first thing that we
see here is a workflow name. Now, this one differs
from the event name because our invitees aren't
going to be seeing this name. So this is all internal, so you can name
this whatever you want without kind of
having to worry about it. But for now, we'll just
keep this one the same, and then we're going
to select which events this applies to. And for me, I'm going to do this 15 minute discovery
call that we just created. And now we get to choose
when this happens. So when are they going to
receive this reminder? So we can go ahead
and edit this. So instead of being 24 hours
before the event starts, so we can go ahead
and edit this. So instead of being 24 hours
before the event starts, let's say that we want to set it at 2 hours before
the event starts. Now, we also have the option
to do days and minutes here. So that's just something
to keep in mind. And then another option
that we have is changing the relationship of this time to when it actually happens. So, right here, we have it sent 2 hours before
the event starts. But instead, we could send it, say, when it is booked. So let's say we're
going to send it 2 hours after an
event is booked, or it could be when the event starts or event is rescheduled. You have all these options,
but for the most part, you probably want to
stick with this before event starts because you're kind of minimizing the
variables in this. So let's go ahead and stick with this and we can click Done. And now the action is going
to be send email to invitee. Now, let's go ahead and click Edit so we can look at this. Now, as we can see, Caldi has this template for us for
this reminder email. So we can see everything
with a great box is essentially going to be something
that's going to be auto filled with our
personal information. So right here, it
says event name. This one is going
to be autofilled with 15 minute discovery call. And then with event
organizer name, that's going to be Adam Taylor. And then at event time, so whatever time it is that
they scheduled this on, and the same thing
goes for the date. And right here with
the invitee full name, this is obviously going
to be the name that they inserted when they went ahead
and signed up for this. As you can see, you
get the gist of this. All this is going to be
filled in information. What they call them on
Calendly are variables. So if you want to go ahead
and edit any of this, edit the copy and add maybe some kind of
specific variables, then you can do so in clicking this and
then scrolling down, and you see all
the different kind of presets that they have. And a lot of them
are going to be based on the information
that you're asking of your invitees when they are going to be
signing up for these calls. And also, one thing to
note here is that we can change our template
because right now it was set at reminder, but they have a different couple of them that we can
go ahead and use. And then also this email address is going to be coming from Cody. So it's not going
to be coming from the email that you use to sign up for your Cowley account. So that's just one thing
to kind of keep in mind, and we're also able to
change it to a no reply. So the no reply, if they do reply to it,
we're never going to see it. But if they replied to this
one, notifications at Cody, then all those replies
are going to go to you and the account that you created when you signed
up for your County. So let's go ahead
and click Done. Alright, so this is
essentially all good to go. We could just click Save, and then this automation
will run by itself. But before we do that, I
want to show you that we can actually add more
actions to this. So this is still going to be following under this
time right here. And right now, it's 24 hours
before the event starts. I can then add another action. So this one we have is
send email to invitee, but I can add another
action that says, let's say, send email to host. I can click Next,
and then I can just have this as anything
because this is going to be an email that
is just going to be sent to us or another member of your team that's going
to be taking this call. So the copy isn't
going to be important. So from this point, what we
can do then is click Save, and then there we go. This workflow is now in works. Now, for the very last thing, before we wrap up, I want to show you
that we can use this scheduling page in a
variety of different locations. Now, for the most part, you're probably going to
be using this link. So we can send this
link to anyone, and then they are
going to be brought to this booking page
that we have right here. Now, alternatively, let's
go ahead and click Share. If we go ahead and come over
here and to add to website, then we're able to, let's say, click this Inline Embed. We're able to grab
this code here and insert it directly into
our website to have all of our prospects
be able to book a call directly right there
with our call to action. Now, if this is something that
you're not familiar with, it immediately sounds extremely complicated because I'm
talking about code. But for the most part, in these no code websites
like WIC or Squarespace, you're able to add this
super easily and just having an HTML code block that we just put
onto our website. So let me just give
you an example to show you just
how easy this is. So we can come over
here, click Copy code. And I pulled up a
Squarespace site right here, and I'm going to go ahead
and get rid of this button. I'm going to click
Add Block right here and click Add Block, and then we're going
to click Embed. Now, from here, I'm going
to embed a code snippet, and then we're going
to click Embed data, and then I'm just going to paste in the code. I'll click back. And then we are going
to grab this and we can move it to be centered
here on our screen. Right now, we're
not going to see anything because the
code itself isn't going to come into action until we
actually see it on a site. So right now because I'm just editing the site, it's
not going to show up. But I can go ahead and
preview this site, and then we should
be able to see it. From here, I'm just going
to click Save Changes. And then from here,
I can click Preview. And as we scroll down to
the bottom of this page, we should then see our
inline embedded county. So as you can see, they
can just click right here. Select any time, let's say 1:00 P.M. And they input all of
their details right here, their name and their email, and then they click schedule. So there you have it. This is how simple and easy
and effective Cally can be in getting people from scheduling a call to
actually showing up to.
18. The Best Way to Book Calls?: So in the last lesson, we talked about Calendly as a scheduler for scheduling
meetings with our leads. Now, in terms of schedulers, Calendly is kind of the
biggest one in this space. But in terms of ecosystem and what we've discussed
throughout this course, I wanted to talk about Lem cow. Now, Lem Cal is great because it integrates extremely
well with Lemls. So if we're going to
be using Lemls to send out this cold
email marketing, we can use Lem C in
tandem with Lemlst to get a little bit more
data because if somebody schedules a meeting
with us through Lem Cal, we're able to get statistics on that within our Lemls dashboard. So it's kind of nice to
have everything just in one place because we get a little bit more data
when it comes to this. And also an added
benefit to this is that the UI here is extremely similar to what
we have in Calendar. Right here we have
our availability, for example, and just
as it is in calendar, we're able to edit it. We can even have
different presets. So I can close
this one and I can add in a new schedule here, and I can duplicate and copy these hours to
other days of the week, and I can change
them super easily, and I can also turn off and turn on my availability
for any given day. Now, in terms of
creating an event that our leads can actually go ahead and schedule
themselves with, we can come over here into meeting types and we can create
a new meeting right here. We have three options
here. I'm going to go ahead and just
select regular meeting. And just as before, we can name it 15 minute Discovery
call. All right. And then once we're
done creating this, we're going to have
our link right here, and we can go ahead and
click Create meeting type. So next, what we have to
do is go ahead and add in a little bit more detail about what this discovery
call is going to be. So we can go ahead and put
in a description right here. We're able to change
the duration. So let's change
this 30-15 minutes. We also have the hours here. And I don't want
to be a little bit too redundant here because we went over a lot of
this in the Calde lesson. But we can also have
this other kind of personalization right here
and changing the color. So if you have some kind of brand color and you want to
keep it consistent with that, you can go ahead and
change that right here. For me, let's go ahead
and select a blue page. And again, just as Caldy had it, we're also able to set
the event location. So if I hit a plus right there, I can then select any of these locations to go
ahead and have the event. Now, if I want to
have it on Zoom, Skype or Microsoft Teams, then I have to then
connect my account. Because I logged in
with a Google account, the Google Me option here is highlighted, so
I'm able to do it. But with these three,
I would have to then connect my
accounts for them. So, again, I definitely
recommend that you go ahead and do this because I
mostly work on Zoom. So it's just super easy
for all your prospects to then get that email directly
when they schedule it. So they have confirmation that this Zoom was created and that this meeting
is going to happen. So for now, I'll just go
ahead and select Google Meet. And from here, what we can do is preview this booking page. So now on this page,
what we're able to do is edit a few more things. So this is essentially
what people are going to see when they
are given our link. Now, from this point,
what they're able to do is choose the
type of meeting. Now, because when
I created this, I didn't get rid of that first 30 minute meeting,
it's right here. But we can see that
the one that we just created is right here. So first, they can click right here and they're able to
see the availability. And from here,
it's super simple. All they're going to do is
select a date and time. They're going to put in
their name, their email, and any additional
information that they want, and then they are
going to be send, in this case, a
Google Meet link. Now, as you can see right here, there's all of this blank space. And if someone is going to
click our booking page, then they're going to see this. Now, we have two options that we can go ahead
and do from this point. Now, the first one is going
to be to edit this layout. So instead of seeing
this empty space, we do this, and then this
is going to be centered. Now, this is going to be
the easier option here. But alternatively,
what we can also do is come back to this layout, and then we can add
some widgets to you. And you can go ahead and
put in your socials. But one thing that's nice about this is that you
don't necessarily have to put in any kind of
directing links out of here. You can even put
in just a picture. Or you could even put
in a testimonial. So if you connect this Senja
widget with your em cow, then you're able to
put in testimonials directly here into
your sign up page. Now, this is kind
of a nice addition, but if someone were
to come all the way to this point to
schedule a call, for the most part, most
people are going to do so. But if you want, you can
add in these testimonials, and there'll be nice little kind of social proof right there at the end to maybe make them a little bit more
excited for your call. Alright, so let's go ahead
and exit out of here. And one last thing
to mention about this booking page
is that if we want, you can also go ahead and change the background
right here. So we can have it as any of these kind of default
images that they have, or you can even put in a color or some default
gradients that they have. So let's go ahead and select
this one. And exit out. Now, I also want
to show you if we switch this layout to
this centered one, then we'll also retain
this background here. And if you want, you can also
import a manual background. So if you have something with your business logo or any other kind of image that
you want to show on this, then you can import it here. Okay, now let's go ahead
and go back into Lemcw. So I essentially just showed you the kind of
default way that we can use this cause once you go ahead and create
your meeting, you can then copy
this link and put it directly into
all of your emails. But just like Calendly, we also have some extra
features to look at. So let's go ahead
and go back into our 15 minute discovery call, and we see a couple more tabs here that we can go
ahead and work with. And honestly, we don't just
have what we had on Calendly, but we also have a
little bit more. So, for example, the first thing that I want to show us and probably the most useful
option here is our reminders. Now, our reminders are something that we have to pay
with with Calendar, but here on Lemcw
it's completely free. So the first thing that we see
here is that it's going to remind our lead a specific
time before the meeting. And, of course, we are
able to edit this, so I can have it as 2 hours. Or I can have it as two days. You can essentially change
this to whatever you want. I'm going to keep
it here at 2 hours. We first see this subject line. It's a reminder of
our upcoming meeting, and just as we are
able to do on enlist, we are able to add
in variables here. So as you can see, there are all these variables that you
can go ahead and use here. Now, if we move on to the body, we see that I've
already done that. So I entered in this
attendee name variable. So first, the template was like this where we didn't have any
attendee first name here. But to add this in our selves, what we're able to do is
first hit a space there, click Meeting variables,
and then we can go ahead and select attendee
name right here. Then let's go ahead
and reformat this, and then you have it right
there, super simple. Now, as you can see here, I also did the same thing. So it says, I just
wanted to send a quick reminder about
our schedule meeting at, and then it will auto fill
with the meeting start time. So just as I did before, we can go ahead
and exit this out. I can come here into
meeting variables and then put in
the meeting start. And again, let's just
reformat it right there. Now, another thing
that you can go ahead and do is add another
step to this. So let's say that this was actually set two days
before the meeting. Another thing you can
do is click This plus. I can click Show More. And now we can do
another reminder email. So here, let's say I'll
set it to 2 hours. So the first one is going to send two days
before the meeting. This one is going to
send 2 hours before. So you can go ahead
and change in the body here to be a little different from this first
one to make it look like it's not just the
same thing back to back. Now, another
functionality of Lem Cal, which I think is pretty
cool is these questions. So this is going to
be something that is very useful to you or it might be something
that you gloss over. But regardless, it's
something that is super easy to go ahead and add
within the scheduling process. So what we can do
is come here into this Questions tab and then
click Add a New Question, and we can write our
question here, super simple. And we also have the option to either make it mandatory or not. Now, down here, we also
have the option of the kind of question that
we can have them respond. So right here, we have
a one line response. We can set it to several lines. We can set it to a
multiple choice. So then we're going
to have to go ahead and put in the choices that they can go ahead
and choose from or we could do a unique choice, which essentially makes them
only able to choose one. With multiple choices,
they're able to select multiple of the
options that you set. Lastly, what I want
to mention here in this question
section is actually a great benefit of having Lemcal in the
kind of ecosystem. And that is that if somebody doesn't go ahead and
complete the scheduling, let's say they came
to the questions and then they for whatever reason, exited out before actually
making that confirmation. What we can then
do is send them to a endless campaign that is designed specifically for them. So of course, you're
going to have to go ahead and make this
lemless campaign yourself. But once you do,
you could go ahead and select it from
this drop down. And for whoever bounces out
of the scheduling process, they can then be retargeted. Now the next thing that
I want to show us is in tandem with reminders,
we have follow ups. Now, with follow ups, we have the same functionality
as before, but instead of being
before the meeting, we see here that it's
after the meeting. Now, for the most part, this isn't something that I would go ahead and use myself
because in the follow ups, I want to make them
hyper personalized, and it's honestly just a little bit lazy in my opinion
to go ahead and do this. I think it shows in
some good effort. You can put some specific stuff that you discuss on the call. Follow ups are just typically something that I wouldn't
automate myself. But as we are able to do before, we can also add in
other steps right here. Now, the last thing that
I want to show you, which is something that
you may or may not use is the paid
booking feature here. Now, if you want to go
ahead and upgrade to Pro, you're then able to connect
your stripe account, and then you could set a
price for booking this call. So if you have any
dollar amount that you want your leads to pay to
actually speak to you, then you could go ahead
and do this right here. But that's essentially all that I have for you in
this Lem cow lesson. So, as you can see, it's something that
can really benefit us because not only can
it give us extra data, but it also kind of makes
our lives a little bit easier and not having to pay for a plan to send
these follow ups, and it kind of just works well in this ecosystem
that we're operating.
19. Automate Personalization Inside Lemlist: This lesson, we are going to be going over mlss personalization. Now, in terms of
email marketing, personalization is key
because so many people are receiving hundreds
and thousands of emails to their inbox. So somehow, we have to
stand out among all of this large pool and oceans of email marketing
that everyone is receiving. A way to do this is
to make our messages, our marketing messages
feel like they're not just sent out to a
large email list. Instead, we want to make
them feel like they're personalized directly for
the individual themselves. There are many ways that
we can do this with mls. Let's go ahead and first
create a new campaign to get right into this and we'll start this campaign
with an email. Now, one thing that
you've seen throughout this course are variables. I can go ahead and type
in this bracket right here and we have all of these
variables to work with. Now, one thing that I
have yet to show you is where these variables
actually come from. So let's go ahead and
go into our settings. So to go ahead and
add new variables, what we have to do is come over here into our contacts tab, and then we can scroll over and come over here
to this plus icon. Now, it shows us the
default fields here, but if we know that
we are going to be importing some lead list and it has an extra custom field that is not a default
one here on Lm list, then what we can do is scroll down and click Add Custom field. And then for the lead list that I'm going to be uploading, it's going to be
Coaching specialty. And I just have to
select the data type. So it's a text, it's
not a number or a date. So I have that selected,
and now I can click Save. So now what we're going
to do is we're going to come here and to
Import new contacts, and then I'm going to come
over here into CSV Import. And then I'm going to upload
my example lead list. Okay, so now I have the lead
list imported right here. And as we can see, we have a couple basic
ones right here, first name, last name, even company, email and website. Now, these are all
pulled directly from the CSV from the
lead list itself. So the columns within the lead list are
named these things. Now, with contacts field, this is where we are going
to link those columns in the CSV with the
variables within Lemlist. So for company name right here, what I can do is select a field, come here and scroll down go down to company fields
and then select name. So now we see that
contacts field is company name, and it's
linked right here. I have a couple other things in the CSV that aren't
linked right here. Now, something that
would be relevant to mlss would be
Linked in right here, but there's actually nothing in that column within the CSV, as we can see right here, so I don't actually
have to link that. But one thing that
is filled within the CSV is this
coaching specialty. And of course, this wouldn't be a default field within mlss. This is something
that I had to create. And lucky for us,
we have created it. And if I just scroll down, we see it right here
under coaching specialty, and then I can click Continue. Then if we want from this point, we could also enrich the data. So I can find
verified emails for the emails that are not
present in the CSV, but in that CSV, I have all
the emails right there. I can also find phone numbers
and LinkedIn profiles. This is something that is
already familiar for you guys. So I can go ahead and
push to contacts, and now we're going to
do is we're going to go back into the
campaign that we just created in the beginning
of this lesson to see some of this
personalization in action. Now, the basics of
personalization that we already are familiar with are the
variables such as first name. So I can put here first
name, you're invited. Now, this is essentially the
basics of personalization. Now, having these merged tags and these variables
that auto fill with someone's name aren't something that is essentially
very complicated, and they're not even necessarily very new to the email
personalization game. So I can go ahead and just
type in coaching specialty, and we now have this filled in for all the leads that
it would apply to. But there's one thing that I
want to show you that takes these variables a
little step further. Right now with this
coaching specialty, this is something
that I had to put in manually in the lead list. So I have to see what kind of specialty each one of these
coaches was working in. What was their industry? And
I typed this all myself. But with LNlst, we
have some AI features that are going to make this
a little bit easier for us. So, first off, what we have to do is we have to
import some leads into this campaign that are going to make these
AI variables for us. So let's go over
here into contacts. And then what I want to do is I want to grab all of
the contacts here. Let's say, I'll grab
these three people right here because they
have a LinkedIn profile, and this is going to be kind of essential in creating
these AI variables. So I'm going to go ahead and
add them to my campaign. I'll push them to my
personalization campaign, and now I'm going to
go ahead and come back here and open
this campaign, and then we're
going to go over to the lead list tab of this. So from here, what we're able
to do is just like before, how we were able to add
in the custom variable of coaching specialty, we're
going to come over here. We're going to click Add, and instead of just create a
column as we did before, we're going to
create an AI column. And we can say the variable for this one is going
to be named Hook. So I'm going to go
ahead and click Save. Now what we're given is this AI variable tab where
we're going to go ahead and input a prompt and
then we are going to see the prompt output
for each of our leads. We could preview
them if we want to. So before I go ahead and
type in this prompt, let's go ahead and look at the templates that
they have for us. So first here within
this prompt library, we can search prompts based on specific kind of things that
we want to achieve here. So if we want to have
it for social proof, for behavioral signals,
anything like this, or what you could do is
just go ahead and scroll through and see which prompts kind of fit what
you're trying to go for. So I think what I'm going to use is this recent market
reports published. So I'm going to click
Use This prompt, and then we can see
it be autofiled. So we can see the
prompt right here, and we also get to see a little description about
this prompt as well. So there are tens of these templates that
we can go ahead and use to really have our personalization
game on another level. So I'm going to go ahead
and copy this prompt, and then I'm going
to close this out, and I'm going to add in
the prompt right here. And now what we can do is preview for this specific lead
and see what it comes out. So right now we have this prompt developed for this
lead specifically, but it's not very personalized, and that's because if we
look here in our lead list, we get to see that
their LinkedI is here, but we don't have any
other information, their company name or
anything like this. So what we need to do then
is enrich these four leads, and then what we're going to do is run these prompts again, and then we're going
to see how they're going to be a little
bit more specific. So immediately, we now see that we have company
names right here. And their LinkedIn
is going to be something that is now
imported within mtlss. So they're actually now going
to be able to access it. So as we scroll over, we get to see our hook
variable right here, and we can go ahead and click on this right here and we
can be able to edit it. Now, also a kind
of downside about this prompt is that this kind of assumes that the company data is going to be something
that is widely available. So if you are going
to be working with smaller individuals working in their own small businesses, then this might not be the best prompt for you
to go ahead and use. So, in that case, I actually want to
change up this prompt, and let's go ahead and choose something else
that's going to be a little bit easier to create something
that is more personalized. Okay, so let's go ahead
and use this prompt. It's going to be a ice breaker
from company description. So this is going to
be something that is going to be really easy for mls to go ahead and scrape
from their LinkedIn profile, and it can give us a good little intro to kind of break the ice and warm
up our leads a little more, so we're not just starting off with any kind of cold cell. Here I can go ahead and
input the prompt right here, and now let's go ahead and
preview it for this lead. So, bam, we see this right here. This is a super concise and personalized statement
that I was on your site, and I noticed that you help low income communities
with utility assistance. Now, of course, if this is going to be a lead that fits your ICP, then these personalized
statements can be super powerful
in starting off your emails because
it makes it clear that you're not just
sending out mass emails. It makes it feel like that
you actually looked into them specifically and are intentional in
reaching out to them. So let's go ahead and generate this icebreaker hook for
four leads for all of them. So now we can also preview
them for these leads, and we're also able
to edit them as well. So, if you want to
go ahead and get rid of these numbers and the NA, this isn't going to show up in any of the emails that
you actually send out, so you don't have to
worry about those. So, as you can see,
these are very simple. They're not complicated. But they go a long way in
how simple that they are. And typically, if
this is going to be something that's done
for all of your ICP, then you're able to have this and then have
whatever follows it. If everyone's going to
be in the same industry, then all of these hooks are going to kind of get
at a similar thing. So you don't really have
to worry about what your marketing
messages are going to follow all of these sentences
because for the most part, it should fit in pretty well. So now if we want
to go ahead and add this hook into our sequence, then we can come back
to the sequence. And then if we click right
here and add personalization, we get to see the AI
variable and hook created. So this could follow as
kind of the first sentence. So we could say, Hey, first name, then I noticed blah, blah, blah, blah, blah, period. And then following this, I actually have been working
in blah, blah, blah. So you can see a
follow up like this. I actually, because this one isn't to say I was on your site, and I noticed that you do
blah, blah, blah, blah, blah. Then if you follow it
by saying what you do, then it kind of doesn't have to address directly what
it is that they do. So this can be a
natural follow up, no matter what this
initial hook is. So AI variables are huge. They're able to make you
personalize to a different level that was not able to do
before AI came on the scene. Now, another way that we
can personalize is through our sequence themselves in
our conditional statements. Well, I kind of introduced these conditional
statements before, but one thing that is huge
in this is if we are able to know their behavior exactly in responding
to our emails, then we can then send out next messages that have this kind of educated
statistics behind them, and it makes it look like
that we were looking at these exact individuals behavior
and responding to that. Like, for example, one time I was checking out this
product by Iman Gazi, it was one of his courses
that he was selling. And what I did on his site is I went all the way
to the checkout page, but I never ended up
actually buying the product. Following this, I actually
got a text message. I said it was from a person
on their team, and they said, Hey, I noticed that you didn't actually end up going
through with this. Can I offer you this, this, and this to make your
decision a little bit easier? And I think the things that they offered was like one month free. I think it was also
a payment plan and then one other
option as well. But, like, this wasn't actually someone reaching
out directly to me. This was most likely just
an automated message, but it made me feel like, Wow, they actually paid
attention to what I'm doing and they essentially care about me to
be able to reach out and do these messages. So this is essentially
what we're kind of able to do with these conditional
statements on Lemlist. Let me actually show you one of the sequences where I use
this conditional statement to actually help me figure out a big problem in one
of my sequences. For a long time ago, I was
running this sequence, and I found that a
lot of people in my sequence were clicking
on the link in my email, but many of them were not scheduling a call
for me for some reason. And as you can see right here, I have this conditional
statement, which is, click on the Link
within one day, and if that is true, then
they'll get this email. I saw you clicked our link, but you didn't end up
scheduling a call. Was there an issue
with our availability, or is there something
else that I can help now, you might be wondering,
what about all the people that clicked on the link
and schedule to call? Did they still
receive this email? Well, the answer to that is no, because the settings I had on this campaign was I had this book a Lem cow
meeting enabled, which would stop
the campaign for people that would book
this Lem C meeting. So if they actually
booked the meeting, then the sequence would stop and they wouldn't
receive this. But if they didn't
book the meeting, then it would continue. So that means for
everyone that clicked on the Link in my email
didn't book a call, then they would
receive this email. And I found out that actually the reason why a lot
of people weren't scheduling a call is
because a lot of the leads on this list that I was working
with were in Australia. And because of that, there was a large time difference
from me being in America, and none of the times
I had worked for them. So because I had this
conditional statement here, and I was able to reach
out directly to them, I got a very high reply rate, and I was then able to fix this, and I was able to
schedule a bunch more calls after
making this tweak. In this scenario, I use the conditional statement to
fix a problem that I had. But of course, we can also use these conditional statements
to be proactive and kind of anticipate the decision
making and anticipate the kind of approach that our leads are going to be
taking on our campaigns. So now that we're back
in this campaign, we can also see that there are more conditional
statements to work with. We don't just have the
clicked ink on email. Um, if they have a LinkedIn URL, then we can set this
conditional statement, and if the answer is
yes, then, for example, we could send them a
message on LinkedIn. And because that we're
working on LinkedIn, we can then set an
AI variable that has something to do with pulling some information directly
from their LinkedIn profile. And if not, then we can do another step here that
doesn't involve Linkedn. Let's say it's another
email that we're sending. And then also we have more
conditional statements here. So if they booked a meeting, we can then send them
some email confirmation. If they opened an email, and then we see that they didn't take action to end the campaign. So let's say they opened
this email and this was one of our final
emails, right? Let's say it's our second
to last in our sequence. And if we go to our settings, we have stopped the campaign for people that reply by email, linked in message or Whatsapp or clicked on Link or
whatever it may be. Let's say it's clicked on Link. So they clicked on a specific
link in my sequence, and then I can go
ahead and put in the specific link for
this email, right? If they if they did
not click that link, then we know that they
opened the email. They didn't click the link, then I can send them another
very personalized email, knowing the exact
decisions that they made to then be able to get to this point where they
would receive this email. So you can just imagine how personalized we could get in these messaging to our leads. Alright, so there you have it. This is limbless
personalization. And as you can see
from this lesson, the possibilities are endless.
20. Hyper-Personalized Intros With RepliQ: This lesson, we're going
to be going over replic. Now, replic is a super unique and
specialized software that essentially helps us send super personalized emails
to our lead lists. Now, it is able to do this
because within our lead list, what it requires is the
websites to our leads. So it's our emails
and the websites. And what it does is
it's essentially going to overlay a video
of us speaking, and it's going to be inputting
a scrolling version, a scrolling view of
that leads website. So essentially, we would record a video that is
saying, Hey, you know, I'm here on your website, and I work with
businesses just like you to help them do X Y Z. Obviously, in the video that you're going to
be recording for this, you're not going to
say anything too specific to any
individual's business, but you also don't
want to make it seem like it's something that
is extremely broad, because what they're
going to see is they're going to see you and they're
going to see their website. So that's just to say that that should educate the
kind of script that you're going to go
ahead and record to be associated with these emails that are going
to be sent out. So let's go ahead and get right into the software and
I can show you around. Okay, so now that we're
here on the dashboard, we get to see that
replic gives us a few different options
within their software. Now, in this lesson, I'm going to be going over the video function
because I think that this is what replic gives us that has the
most value for us. So let's go ahead
and select video. And here, we're able to
choose our video background. So this essentially is going to entail us choosing
a specific thing of our leads that we are
going to be including in our lead list when we're going to be uploading
this into replica. So in the beginning
of this lesson, I told you that we are going
to mainly be using websites. So this is mainly because
this is probably what would be the most kind
of universal thing that all of you would be. So you could alternatively, use their LinkedIn page. You could use their Facebook. You could use their Instagram, their YouTube, or you could use other things that
they have here as well. But again, for the most part, I think the website
functionality is what gives us the
most value here. So let's go ahead
and select websites. So now, from this point, what we're going to do is choose personalized video background. Now, this one here personalizes the greeting
and the video background. So the difference
between the two is that it's going to use AI to essentially mimic your voice and say hello to that person's
name specifically. Now, you can go
ahead and try this. So maybe with the specific
voice that you have, it will work better or worse. But for the most part, from what I've seen, it
doesn't seem very refined, and it really is a little bit obvious that this
is an AI voice that is, like, cloning you essentially
to make these greetings. So you can go ahead and
try it out yourself, but the safer option here is to just choose this personalized
video background. Now it's time to add
in our video here. So again, kind of like
what I said before, we don't want to be
too specific in this. You can have some greeting. You don't want to mention
a name because this is going to be sent out
to multiple people, but you want to be as specific as possible
without kind of outing yourself that
this is going to be a generic video used across
a bunch of people's pages. Obviously, it's going
to be best to have your lead lists be as
specific to a niche as possible because then
you could talk about broader specific
pinpoints that then apply to your business and the niche that
you're working with. So, think back to the sequence that I
was doing with Lemls. In that, I said that I noticed that they weren't running
Facebook ads at the moment. Again, as we went
over in that lesson, that wasn't necessarily true. I was just saying that I
was making that statement, and for some people, it applied, and for others, it didn't that's kind of a strategy that you could employ here. But obviously, the kind
of best way to do this is to actually go on to people's websites and
do it individually, like we talked about in the LinkedIn
personalization lesson. So you have three options here. You can either upload
your video yourself, you can record it right now. Or we can use this demo one. I'm going to go ahead
and use this demo video right now just so we can make this a little bit
quicker for us. Now, we had that
same option here in either importing a file yourself or using
this example one. Now, for this, I'm
going to go ahead and use our example list. But when you're
going to go ahead and import your only list here, you just want to
make sure that it's concise and it's very organized. Now, this isn't going
to be a problem. If you're going to be uploading a lead list here that you're going to be using on
other softwares as well, then it's probably
going to be fine. So we can then just go
ahead and hit Next now. To now be able to edit how these videos
are going to look. So the first thing that we see here are the options and how we are going to have our video appear with their landing page. Now, here I would, for
the most part just always stick with the small bubble
because as you can see, if we select this big bubble, we see how it comes
up right here in the middle and
with full screen, how it kind of changes
into being this. Now, what we really
want to do here is make it seem as natural as possible. Now, with all this movement here with going from
small to large, you have to think
in the perspective of your leads and the
perspective of your prospects. This is going to be some kind of editing feature that made
you be able to do this. Now, if you're going
to be sending them just this quick 32nd video, you're probably not going to be putting in this
effort to edit it, and something like this would
look much more natural. So we should go ahead and
select this one right here, and then we are able to edit
a bunch of things here. So we can edit the title, we can edit the
video description. You can input a Calendly link or a em coal link right here. We get to change the
position of the video, so we can put it in
the bottom right, top right, whatever we please. I would probably keep it in the bottom right
for the most part. Then we can also change
the video shape. So we can make it
square, circle. This is going to be all
up to your preference. For the most part,
I would probably just keep it as a circle, but we're also able to
change color options here. So let's go ahead
and make this blue. We could change the
background color. Let's say, we're
going to make it red. All these colors are actually
going to show up when they go ahead and click the
link and they see the video. We're not able to see them right here, but for the most part, I would probably
just keep everything basic or you could input your
brand colors here as well. Next, we have our button text. So our button text is essentially just going
to be a CTA button. So you could go ahead and
put this in for, let's say, booking a call with
you, and then you could put in your link here for
your scheduling page. You could put it
to your website. You could put it
to whatever action it is that you want
your prospect to take. So let's say I'm going
to put book a call. And then we have
two more options here in scrolling
up or staying down. So this right here, we could change it
to go up and down, or we could change
the preview of the website to only go down, or I can uncheck this, and then we're only going to stay at the top
of their website. Now, honestly, just
having this top of the website might be something that would be a
little bit more natural, but you could also go ahead and do the scrolling function
here as well, which is fine. And then we also have display
moving or static mouse. So as you can see, right here, it's super small on the screen that it'll essentially move from left to right to up here
and maybe down here. Now the movement
of the mouse is a little bit too smooth
for my liking. It doesn't look very natural because as you can see
when I'm talking here, my mouse is moving in not these smooth patterns
that we have right here. It's kind of just
moving as I'm talking. So I'd probably take off
this display moving mouse. So now that we're all done, we can start our video creation. But first, I have to go ahead and put in a
link right here. So I'm going to go ahead
and put in a Lem cow link. Okay, so now our file
has been uploaded, and we can click
Show me the videos, and then it's going to take a second for these to populate. Okay, now that these are done, we can go ahead
and preview them. The video is to make
your prospector feel that you know him or
his company buys. We can see this demo video and the preview site going
down right here. We can also choose the
salesforce.com one. Let's go ahead and
listen to this. The goal of the video is to make your prospector feel
that you know him. So, as you can see, like this is quite convincing. If you have a good script on you and it's going to be
relevant to your niche, then these can be
super converting. So now let's go
ahead and back out of here and take a look
at the integrations. So as you can see, we have lmless integration
along with HubSpot. And all of these other
softwares, as well. We have Apollo right here. This is going to be something
that's familiar to us. So what we're able to
do is link these in, for example, to our
endless campaigns. So instead of having
them click a link, it will be a video
that is going to be integrated directly
within our campaign. So as you can see,
the possibilities for converting and using replica to the MAX potential
is absolutely great. So if you're unsure how well an approach like this
would work for your niche, you can go ahead and use
your free trial credits to run a test campaign and see how your prospects
respond to it. All right. Well, that's it. For this lesson, I'll
see you in the next one.
21. Run a Demo Call to Get Prospects Excited: Now it's time to discuss
how we can convert clients when we get
them on sales calls. So now, at this point, there's cause for celebration. Yay. You're now on a call with
someone who not long ago, probably didn't know
much about your brand. And now they're just so close
to becoming your client. So how can we go about
actually converting them? Well, today, we're going
to be breaking down one of the most important parts of the client acquisition system, and that is going to
be your first call. Now, this is going
to be the first of a two call sales model. It's going to be about
15 minutes long. And while this might seem
casual or introductory, it's actually one of the
most strategic things that you'll do in your
entire sales process. And that's because the
goal here is not to pitch, nor is it to explain your offer, and it's definitely not to convince anyone of
anything, really. Rather, this call is
about positioning. It's about establishing
yourself as an authority, building a genuine connection. And here's the key framing the conversation so that you
are the one qualifying them, not the other way around. So, let's go ahead
and break it down. Now, I'm going to be
going over the script that I use in my own agency, and don't worry, you
don't have to take notes because I'll attach
it in the resources. Now, right at the top of the call, you need
to take control. So one of the first lines
from the script is, let me give you some clarity
on how our 15 minute calls. First, I'll tell you a
little bit about how my agency operates and who we work with and
what matters to us. Then I'll ask you some questions to understand your
business a little better, and then from there,
we'll decide whether it makes sense to set up
a longer format call. Now, I want you to
notice what this does. First, it sets the agenda. It shows that you've
done this before, and it gently implies that not everyone gets
to the next stage. Now, this is crucial. You're not selling
here, you're curating. Now, I'm not telling you that the second they get on the call, you want to go ahead
and start with this first line from the script. Quite the contrary,
because one part of this is that we really do
want to build a connection. So even if small talk
isn't your thing, you can always have
a little bit of that in the beginning
of your call just to kind of set this stage and make them feel comfortable in
going into this call. Now, going back to
that first line, that one sentence tells them that this person knows
what they're doing. Whether you run an agency, local service or
some other business, this exact framing
will likely work. You just swap the word agency for whatever your
business type is. Now, the next part is where you give your story, but briefly. And this is not just any story. It's a biography. It's strategic storytelling. So you want to hit why
you started the business, who exactly you typically help, what results you get,
and what kinds of clients don't tend to be
a fit for your business. So from my script, I said that we're generally looking
for clients that are already running a coaching brand successfully and
they want to scale. So the point here is that you're pre framing
your ideal client. You're telling them, again, without being aggressive, that there's a standard
that you work with. You only work with
certain kinds of people, and if they're not that, then maybe it's just not a good fit. But this is also a
kind of sneaky tactic, if you want to look
at it one way, because at the end of the day, who would want to
label themselves as running an
unsuccessful business? Almost everyone is going to put themselves in the
place of running a successful business or they're going to feel like they have
the potential to do so. Now, another thing that we
should be honest about is that every small business owner should be doing this
because really, you don't actually want
to work with every. You want to work with
the people who are likely to succeed
with what you offer. So this part does two things. First, it builds credibility, and second, it acts as a filter. Now, once you've
positioned yourself, it's time to hand the
mic over to them. Now, again, this is
from the script. So before we jump
into the specifics, how about you tell me what inspired you to
start your business? Now, this is where
the human side. You're giving them a chance to share their why, their story. You're building
rapport here, not just because it feels good, but because it sets the emotional tone for the
rest of the conversation. And people love speaking
about their business. Oftentimes, it's something that they're extremely
passionate about. So we're really just
putting them in a great position to then
continue the rest of this call. Now, right after this,
we're asking you took time out of your busy
schedule to have this call. Why is that? Now, this is gold because you're
asking them to voice their pain or their desire
to tell you why they're here and what they're hoping
to change or achieve. Now, this creates
emotional investment. They're no longer just
hearing about your offer. They're telling you why
they might need it. Now it's the time in the
script where we want to switch gears from rapport to diagnosis. This is where you ask
targeted strategic questions. Who do you serve? What's
your price point? How do you currently
get customers? What are you doing
in monthly revenue, and what would you like to
be doing 12 months from now? Now, these aren't just getting
to know you questions. You're identifying whether
they're truly a good fit, whether they're ready
for what you offer, and if they have enough pain or ambition to make
this worth pursuing. For example, asking, what's
your process of turning a stranger into a client
isn't just about gen. It's about understanding if
they even have a process. If they say, Well, it's mostly referrals
and word of mouth, then that gives you a gap. Pain point. And it's
the same with revenue. Yes, people might hesitate. But remember, you can just
respond with something like, think of me like a
financial advisor. I need to know your numbers to then give you your
best pass forward. Here, you're being
respectful and firm. And again, you're the
expert in the room. And you can even ask them if
they've ever used a service or some other offer that is similar to
what you're offering. It's not to sell them yet, but it's just to understand
their experience and their expectations
going into your offer. This call is essentially like a doctor diagnosing a patient. You're not recommending
surgery yet. You're just checking
the symptoms. Now, here's how you wrap up. Well, after our brief
discussion today, I have a high level of certainty that we can get your results, and I think it's worth a
longer 45 minute discussion. Open up my calendar, and
let's pencil on a time. Now, notice here that you're
not pitching your offer, you're not diving into
prices or deliverables. You're just selling
the next step. And you're doing it
with confidence. You're showing
leadership and you're staying in control
of this process. This works because you've
already built trust. You've filtered them
and shown them that you're not just another
service provider. You're a partner who
understands their business. So to recap, the 15 minute
call is not about selling. It's about framing.
You're setting the tone. You're diagnosing their business.
You're qualifying them. And if everything aligns, you're moving them forward. Now, that second call,
the longer 45 minute one is where you'll actually
dive into the nitty gritty, your offers, pricing,
and timelines. But you won't get there if you don't nail the
first conversation. So treat it like an
audition, not just for them, but for you because
high quality clients don't want a desperate
salesperson. They want a confident guide, and that's what this
call is all about. And that's what you now
know how to deliver. Alright, now on to the
longer 45 minute call.
22. Follow this Sales Call Script: All right. Welcome back. In
the last lesson, we talked about the
15 minute intro call. It was a powerful way
to build rapport, set the frame, and
qualify your leads. This lesson is about the
next and final step, your 45 minute call. Now, this is where you're
going to zoom out and zoom in. You're zooming out to
show the big vision of how your service changes
their business or life, and you're zooming in
to talk specifics, build belief, and
close the sale. Let's break it down
section by section. Now, you're not going
to start this call by jumping into
features or offers. Instead, you're going to
reconnect with their why and get them emotionally invested from the
first few minutes. So directly from the script,
you're already successful. So let me ask why do
you want to scale? Why do you want
high ticket clients in a more hands off way. Now, this does two things. It reminds them that
they're here for a reason, and it elevates the
conversation to strategy and not
just transactions. Then we're going to go ahead
and recap the first call. So just to summarize, we talked about X, Y, and Z, and we agreed that more
high quality leads is the key to making
this happen, right? Now, this alignment matters. It confirms that they said
that this was a problem. Now you're here
to help solve it. Now we're going to move
into the next section, which is going to be
establishing the alternative. Now, this is where
you create contrast. It's where the client
needs to feel that your approach is clearly
the smartest way forward. So you list out
the other options. In my case, I was
running Facebook ads. So I said, run a billboard ad. That's no feedback and little
ROI or you can run a TV ad, which also has zero
feedback and little ROI. Now, your other
option is running measurable targeted
digital ads that track every single dollar in and
every single lead out. Now, would you agree that
that's a better route? Even if you're not
selling Facebook ads, the point is universal. You're framing your service as the logical solution
in a sea of noise. This is a key persuasion move. You're going to show them the
inefficient status quo and then offer your method as
the intelligent alternative. Okay, so now that
the path is clear, you're going to lay
out exactly how you. This part is going
to vary by business, but the structure works for
any service based business. So in my case, the
process was simple. First, we are going to clarify
the value of their offer. Then we're going to
build a funnel or a system that
amplifies that offer. We're going to follow this
by using traffic strategies, ads, SEO, and outreach to
drive people into that funnel. And then finally,
we'll qualify leads, follow up and now, in my agency, when I was working with coaches, one way that I commonly started out my funnel was
creating a quiz. So whether it's a
quiz, an eBook, a challenge or a webinar, you want to explain the
mechanism in simple terms. We're going to create
something free and valuable that draws and leads, and we trade that
for their email. Then we're going to guide
them to book a call. Here, we're going to filter out the noise and get you talking only to people who are genuinely interested
and qualified. So here, we're just
emphasizing ease and leverage. The business owner
wants to scale, but they don't want
to spend 10 hours a week taking calls with
unqualified prospects. Now, again, before we get
too far into this lesson, I want to let you know that just as I did with the
15 minute call, you can access the full 45
minute call script that I use in my agency and the
resources of this lesson. Now we're moving on
to the next section, and this is one of the most
powerful parts of the call. And it's all about vision. Let's talk worst case first. Maybe we're going to get a
few leads and a couple of calls a month and maybe
a few clients from that. It's not nothing,
but it's modest. Now let's talk about best case. We create you a machine. You're talking to ideal clients every you're filtering
out the noise, you're building up
your authority, and you're scaling your
income and even using that extra traffic to grow passive income streams like
a book or a course of yours. Now, this is when people buy, when they see themselves
in that future. You want to make it real and you want to make
it feel possible. You can also tie it back to earlier things
that they said, their goals, their
frustrations, their dreams. And this is all where
it comes together. Now, before the close, there's one more filter, and it is powerful. You're going to say
something along the lines of Let's shift
years for a second. I want to talk
about culture fit. Then you speak from your
heart, your business values, what kind of clients
you enjoy working with, and what kind of working
relationships that you want. For example, we
love working with clients who genuinely
care about what they do. We value honesty, transparency, and long term impact. Then you asked, does that
sound like a good fit to you? This does three
things. First, it repositions the sale
as a mutual decision. Second, it builds
emotional safety. People want to work with
people that they vibe with. And third, it makes the
sale feel like it's a shared commitment and not
just a simple transaction. Finally, we've
approached the close. If you've done this
right, by now, they trust you. They
want the income. They feel aligned
with your values, and they understand
how the system works. Now you ask, would you like
our help to implement this? And then directly, you're
going to say, great. So based on everything
I've outlined, does $2,000 a month seem
unreasonable to you? This framing is important. You're not just asking
if they want to buy. You're asking if it
sounds unreasonable, which flips the default. It gives them space to say yes or to ask questions
without feeling pressure. Then you simply
guide them through payment and logistics,
and that's it. Now, this second call is
where everything clicks. It's not about showing
off your offer. It's about doing a
couple of things. Leading the
conversation, helping the prospect envision
their next level, positioning your service as the natural next step
and closing confidently, as a partner, not a
pushy salesperson. If the first call was
about qualifying them, then this one is about showing them that you're
the obvious choice. And when done right, it
doesn't feel like selling. It feels like alignment.
23. Fathom + AI to Improve Your Calls: This lesson, we are going
to be going over fathom. Can see right here,
it's fathom dot video. And what Fathom is an AI note taker that you can have
on all of your sales calls. Now, this is actually
something that I found relatively recently. Now, this is because I was
on a call with somebody, and after the call, they sent me in these notes from Fathom. And they were super valuable because
everything that we were going over in the call was
all new information to me, and it was something that I was getting a
lot of value from. So seeing these notes after the fact was something that
I greatly appreciated. So since then, I've
implemented it for myself, and all of my prospects
have loved it. One thing that's probably one of the biggest and most
useful use cases for this AI note taker is being able to input all of our
transcripts into Chat GPT, and then we can
essentially get a very, very deep understanding of our audience and
their pain points, what they need, how we
want to target them. So this can essentially
educate the copy that we're going to
be sending out in our other marketing messages, and essentially gives us just such a deep
understanding of them, and this is going to
help us with everything. This is something that
I do not want you to overlook because this gives us such a competitive advantage because data is
honestly everything. And if we have this data, we have this raw
data through all of the meetings with
your sales calls, discovery calls or
whatever it may be. Why not use this extra data? Why not put these transcripts
into ChaiBT and leverage the power of AI to help us gain a deeper
understanding of our audience? Alright, but that's
enough talking. Let's actually get into the software, and I
can show you around. Alright, so the first step is going to be creating
our account. So let's go ahead and do that. And then right here, you can
set it up as you please. I'm going to have it set at
all meetings on my calendar, and then summary in
recording as well. Sometimes you might
just want the summary, but I'm going to have
summary in recording. So I'll click Continue.
And then here, you can just tell
them a little bit about yourself and
then click Continue. Now, from this point,
we're going to have to download the app for this. So let's go ahead and do that. Okay, so now we have it downloaded and we are in
the dashboard of Fathom. Now what I want to do is start this test call to show you
how this function works. So let's go ahead
and click this, and we're going to have
to first connect to Zoom. So you can go ahead and select this box right
here and click AAO. And then let's go ahead
and start this tutorial. Now we can go ahead
and join this call. And as you can see,
we'll always have a fathom note taker
join our call. Now, typically, we'd have
somebody join this call, and I think it's actually supposed to have the
tutorial person join, but it's okay because typically, what you would do is
once someone joins, you're then going to be able to start recording right here. But now that nobody's joining, let's go ahead and click Skip
and start recording now. Recording in progress. So, as you heard there, we now have this recording
in progress taking place. So what now is happening is that Fathom is recording
this meeting. So essentially it's
getting a transcript and it's recording everything that's happening on the screen. But not only that, we are also able to highlight certain
parts of our meeting. So at the end of this, it's going to give us a summary of what happened
in this meeting. But if we know that something right now is happening
that's very important, we can click this
highlight button, and then it's going to highlight
this within the notes, and it's going to take a
little bit more priority in kind of describing
this section. And then accompanying
this highlight, we also have this
drop down here. Which gives us a little
bit more kind of specific reaction as to why this section should
be highlighted, right? So we have a positive reaction. We have this section
needs review, or this is going to be where we're going
to give some feedback. And additionally to this, we also have some pausing section, so we're able to
pause the recording. So as you can see,
now, this is paused. I click resume, so then
it's back to being resumed. And we also have an end here. So when we're done with
this entire meeting, we can then click end. So now let's go ahead and
do that. Recording stopped. So now it gives us a little bit of a kind
of overview of this. So because I was the only
one in the meeting and I'm the only one whose
audio is being recorded, we can see that there's
one monologue detected. So this is saying
that you talked for a very long time here, and it also gives me the
talk time percentage. So because yet again, I was the only one
in this meeting, I talked for 100%
of the recording. So now let's go ahead and
view recording in summary. Okay, so now we are here
within our summary. So first thing that we could
do start recording that. This meeting is being recorded. We can go ahead and listen
back to this recording. But because this is essentially what I just went over with
you, we don't need to do that. Now, if we look down, this is the more
interesting part. We get to see the
summary of this meeting. Now, of course, there's
also a transcript, but you have all that. Now, in this summary right here, what we're able to
do is first see the main key topics of
what I discussed, right? Now, because this is a
fathom walk through, it's all about fathom. Right? So, also, what we're
able to do here is we can click any one of these given bullet
points. Very important. And I'm going to
click this highlight. We are going to be
taken to the point in the meeting where each one of these bullet points
was then discussed. Now, you get to see
this in real time, because this is everything that I kind of just went
over with you. And looking at this, I think it did a quite good job of capturing nearly
everything that I said. So not only do we have
the specific topics here, but we also have key takeaways and an overall meeting purpose. But if for whatever reason, you don't really like this kind of default setup
that they have here, what you're able to
do is come over here and you can change
the kind of call it was so it can then
kind of be more educated into creating the
best summary possible. Over here, I think
this general one fits quite well
because yet again, I think it did a quite good
job at capturing this. But also what we're able to do is come here to
this gear icon, and we can click Customize, and we can then use AI here, give it a little prompt. As you can see right here, we
could increase the detail. We can just essentially give it little pointers of how we want these summaries
to be formatted, a little bit more to our liking. Now, let's go ahead
and exit out of here. And one more thing that I
do want to mention here is, first off, we are able to copy this summary
to a Google Doc. So if you want to
compile these anywhere, then you can go
ahead and do that. But one thing that
Fathom also has, which is very helpful
in doing this is that they have this search
functionality right here. So first, let's go ahead and back out to the Fathom homepage. Now, as you can see, right here, it is going to compile all of the calls that we have ever
recorded using Fathom. But taking that a step further, we can use this search
bar to search for specific keywords or events
or topics or whatever. If what we search is going to be within any of these
meeting transcripts, summaries, recordings, whatever, then it will show
up here in our search bar. So if you have one call
that went over, let's say, specific KPIs for your business or for the client that
you're working with, then you can come in
here and search in some keyword or some specific
thing that was said in the call that you know
is going to be on the transcript go
ahead and put that in and then you're
going to be brought exactly to that point
within the call. So once you finish your
call with someone and you want to go ahead and send
them these meeting notes, you have a couple of ways
that you can do this. First, what we can do is come here and we can copy
the share link. And then you can
go ahead and email it over to whoever was
attending your call. And another way that
we can do this is actually go into
the call itself. Now, being back in here, what we're able to do is again, come here to this share icon. And then what we can do
instead of sending them a link we can then add
their email right here, so it's going to be formatted a little bit better for them. So we're not just sending them one random link that they're then going to have to click
to access the summary. If we just put in their
email right here, they're going to be
emailed the full summary, and it's going to be
right there for them. All right. Now that is essentially a full walk
through of fathom. Now, one extra thing that
I do want to mention is if we come over here
into our settings, first, we get to see that Zoom
is fully enabled here, but we can also add Google Meet and Microsoft
Teams, as well. But if we scroll
down a little bit, we get to see a little
bit more integrations. For example, if you want to
integrate this with Hubspot, and you could assign essentially
summaries and values to individuals that are in your Hubspot with the calls
that you just had with them, then you could do that with
a Hubspot integration. So there you have it. This is how we can use Fathom to record, transcribe, and summarize all of our Zoom meetings
that we have. Plus, it's all for free.
24. Understand the Power of Warm Lead Generation: Alright, we've talked about
cold outreach extensively. We've hunted, chased
and politely, or not so politely,
slid into inboxes. But now we're
flipping the script. Instead of going after
leads, they come to you. Welcome to Warm Lead Generation. This section is all about building systems that attract your ideal clients organically, while you sleep while you
eat while you rewatch. Succession for the third time. Now for a quick distinction, with cold leads, you
start the conversation. They weren't expecting you. You've got to work
for their attention. Now, with warm leads,
they found you. They already have some level
of interest or awareness. Now, your job is just
to not screw it up. Warm leads convert better. They respect your
positioning more, and honestly, they're
just nicer to talk to. Basically, there's four ways to generate leads cold outbound, organic ads and affiliates. The beauty of outbound is
that you have full control, and we've covered
that extensively. Beauty of organic is
that you invest the time upfront and then reap the rewards perennially,
if done right. So here's what we'll be covering
in this section and why. How to build simple high converting landing
pages with Mailchimp. And yes, we'll use AI to
do it in literal seconds. How to use lead magnets,
like video lessons, eBooks, or quizzes to actually give people
a reason to sign up. Cool tools that help you
build lead magnets with AI, like Magic write and
Canva and lead quizzes. How do you use blogs and SEO to grow your
list organically, even if you haven't written
since your dear diary. To find search traffic
opportunities using SEM Rush and how to send that traffic to
your lead magnets, and how to find gaps
in the market in YouTube and get evergreen
traffic who become leads. Also, how to automate back end sequences segmentation
and mail chimp automation that builds trust while you're doing literally
anything else. By the end of this section,
you'll have the tools and AI prompts to attract leads who are already
looking for your solution, convert them with
compelling offers, and nurture them automatically
with real value. Alright, let's build a
machine that brings in leads without you having to send
another cold DM or email.
25. Leverage AI to Build a Landing Page: Alright, so in this lesson, we are going to be
going over durable.co. And as you can see right
here in their USP, it's an AI that builds
a website for you, and it literally just
takes a few seconds for us to build a website
that is wholly usable. Now, there are many AIs
that offer this kind of same value proposition that they can build websites for us. And I've looked at
many and many of them, and I found that
durable.co is the best. Okay, so let's go
ahead and get into it. Let's go ahead and
click this button right here, start for free. And now we just have to
describe our business. Alright, so I went ahead and typed in a prompt right here. All I said was that
my business is a social media marketing
agency for orthodontists. So now we can click Next. And now it asks us, where is our business located? Because it's going to
create the copy around our website and being
a local business. So let's go ahead and enter
in the location here, and I can put in Washington, DC. Now I'm going to click next. Now we have to enter the
name of our business. And now, just because
I made this up, what I can do is see some
suggestions right here. So personally, I think
this one would work fine. And I can even just get rid
of this last part right here. And now it just
needs to load up, and here we go. This website is now
being generated, and our website is ready. So now, all we have to do
is create our account to actually be able to access the website and do some changes. So I'm going to go
ahead and do that. Okay, so here we are. This is now our website.
We can scroll down. And as you can see, this is pretty solid
for just having input a couple of words
and coming up to this. So we can see that the copy
is tailored for Washington, DC, the location that I put in. We see that there's nice kind of transitions in between
the sections right here. And also, and maybe,
most importantly, what we're able to do is change literally
anything that we see. But they give us a phenomenal
foundation to work with. And now, if I want to
change the font of, say, everything on the page, I can come up to here,
and I can come to fonts, and then I can change the font with the specific
parts of the page. So if I want to have a
different heading font, then I can do so. And if I want to have a
different body text font, I can do so. Then we can also change
the size of the headings. So we see that right here. And I can go ahead and max
this out and come up to here and remove the success from the name, so I
can come right here. But another great thing
about this is that we also have AI in all of this
editing process as well. So if we want to generate a tag line right
here, we can do so. So as you can see right now, I had this just generate. I can click rewrite, and then it'll change
something again. And we can also come up here and just make little
adjustments to the text. Next, we also have all of these images right here
that are being created. Now, let's say I want
to change this one because it's not really
communicating much. I can regenerate this, and then in just a second, we'll see another image that
was just created by AI. Now, these ones
are pretty solid. This one I could
probably regenerate again because this
is a little funny, and I don't know if
that's the exact vibe that I'm going for in this. But still, as you can see, it's super easy to just click
these and then we're able to have new elements to our
landing page in just seconds. And then if we ever want to add any sections or remove them, then we can also do so with
just a click of a button. If I want to add this section, I can add in a client
testimonial right here, and now we can see
that it has generated. So right here, it has three separate testimonials
that it just created. Now, if this was us, we should actually replace these
with some real ones. But as you can see, the formatting here is
great and it's super easy for us to just come
in here and edit anything. We could change this image
for something real and we can change the text right
here. And change the person. So all of this editing
is super easy, but the most impressive
thing is just the fact that this foundation was created
for us in literal seconds. So if we want to
change other things of the overall style of this, then we can do so. If we come up to customize,
we can change the colors. Let's say, instead of this
green kind of color palette, what I wanted is, let's say, a lighter blue, and we can
say something like this. I can come back into customize, come back into the colors, adjust this to then
have the accent color, let's say, be a purple. Yeah, we can make it like a
darker purple right here. I can click Done.
And then we can see that we have
all of the buttons, which are accent
colors now changing. Now, right here, if any of them are for whatever
reason, not changing, then we can also come here into the colors and then
select it right here. Now, this is actually
because this was part of a separate set of
the color palette, so we can adjust really
everything here. So if I come here, I can
make this one black. And they have these different
color palettes just so everything on your page isn't just going to be in one color. It's going to be separate and transitioning. So here we go. This was a pretty solid page to just have been designed
so quickly for us and the fact that we're able to
essentially change anything and also add all of
these things to it. So say you want to go ahead and put in
your Calendly link, you can use this
custom code here and then input this
embedded code, and then you can
select it and then paste in a Calendly link, and then you can have your
calendar show up right here. Now let's go ahead and
get rid of this section. I can come here, click
these three dots, click Delete, and now
I can click Save. Now the website has been saved. We can come up here
and to publish, and now we get to see the
different plans that they have. So they have a starter plan
billed at $12 a month if you are going to be paying by year and at $20 per month,
also billed by year. Now if we change it
to monthly billing, we can see it goes
up to 15 and 25. You can see the features
that are listed for each of these
plans right here. Now, for most people,
I would assume the starter pack would be fine because you get to get
your own custom domain. You get unlimited pages. So if you're working
as an agency, digital media agency
and you want to create websites for a
bunch of your clients, then you can do so with
these unlimited pages. And yeah, with here, we get a little bit more
kind of work on the AI side. So we get unlimited invoices, social post generators,
Google ad generators, and we get to have more users. So if you have a larger team, that you need everyone on kind of separate accounts
doing their own thing, then the business plan would
probably be right for you. But if you are solo or
you have a smaller team, then the starter
plan should be fine. Alright, that is it
for this lesson. So this is how we can
build a landing page in just seconds with using
ai and durable.co.
26. Add an AI Chatbot With Manychat: Lesson, we're going to
be going over lsite.com. Now, si, the benefit that this gives us is
that we're able to add a chat bot to our website completely for free
and without any code. Now, there actually is going
to be one step of code, and this is going to be
inputting the code that it gives us on LLSte into our
website builder. So if you use Squarespace,
if you use WIX, then you're able to
go ahead and paste this directly into your website, and then the chatbot
will appear. Just as we see one right here. So once you go onto Osit, you can then create an
account completely for free, and then we can scroll down here until we see
this AI chat bot. So we'll click it,
and then we get to choose from a couple different
templates right here. So, as you can see, we have all of these
templates to choose from. And for the most
part, we're going to be able to essentially
change this entire thing. To get it to whatever we want. So this intro message, the options here, the colors, and we can change
that entire thing. So I'm going to go
ahead and stick with this first template, and then I'm going to click
Continue with template. Now, it's going to ask
us for our website URL. So essentially, what it does
is it scrapes our website, so it gets a basic level of knowledge about what it is
that our business is about, so it can create this basic
foundational chatbot. And then after this, we
can go ahead and input more information to
make this a little bit more advanced and a little bit more helpful
to our customer. Now I went ahead and pasted
in an example website. Now I'm going to go
ahead and click Analyze. And then right now,
it's going to take just a couple seconds to go ahead and analyze
the website details. And now it's done
analyzing my website. So we can see how this
virtual assistant has now automatically
just changed. It says, welcome to
Digital Skills Academy. How can I help you improve
your marketing skills today? And then there's three
questions right here. What courses do you offer? Can I get personalized support, and how can I access
the free course? So now if we go ahead and click, how can I access
the free course, we can see that it's now going to wait before giving
us a response. Now we see that it
says I couldn't find any specific
information on how to access the free course in
the provided documents. So this is all on us right now. We have to provide all of the details, the
files, and whatever. Now, also, this free course
that it's referring to, it's from an example
website that I created. So there's actually no
free course that exists, but it's still cool to see
how this all operates. To train the
assistant, you can go ahead and put files
about your business. You can add in Q&As, so FAQs that you know that your leads and prospects are potentially going to
ask your chat bot. And you can also just input direct text blocks of you
just training the AI. So another thing that
we can do is come over here and adjust the
automatic greeting. So if we go back
to the beginning, we remember that we had
these three quick replies to this first welcome message. Edit this message
here, it's super easy. We just have this text box
right here that we can go ahead and change anything
that we want here. We can do simple text edits
like bold and italicizing, and we can also put in a link right here within the
first welcome message. In terms of these
quick replies, well, whatever you put in here that you want your prospects
to go ahead and click, then you can also input either in text
blocks or in files, like the direct
answers to these. So the chat bot can
directly answer them, and there's no
issue that arises. And of course, you can also lead these quick replies to either have them fill out a
form on your website, or you could even ask them to input their information
directly here. So you're collecting
lead information. Now, next, we also
have the theme. So we can go ahead and change
how this looks right here. I personally like this white
on white look right here. And then the accent color, you can make it whatever
it is on your website. But we can go ahead and stick with this pink one right here. Then we're also able
to change the font. Now, once you have
all of this done, all you have to do is
then click Publish. Then have to select a plan. Now, if this is the only
widget that you're going to be using on this
website on ALF Site, then you can go ahead and
select the free plan. And then now, all we have
to do is copy this code and then paste it directly onto our website and then
bam, that's it. We now have an AI chat
bot on our website. Super simple, super easy. So as you can see right now, these are almost all of the platforms that
integrate with ALF Site. And I'm going to show you
now just how quickly we can do this on an example
Squarespace website. So, first step of this is
going to be copying the code, and then now I'm going to
move over into Squarespace. So I'm here in this example
Squarespace website. Now, what I can do
is add a block to this section and then
put code right here, and then I select the code, make sure it's set to HTML. And then all I have to
do is paste in the code. And then as I click off
of this and hit Save, I then have to click exit, and then we should see
right here we have our AI chat bot present
right here on the website. So all it took was
a couple minutes, and we were able to create this virtual assistant
for our website. Something that seems super complicated just became a
couple minute task for us. So I definitely recommend that you guys go over to ELF site and go ahead and embed this on your website because it's
really a no brainer. It takes a couple seconds, and it's just super easy and super helpful,
honestly, as well.
27. Drive Traffic With Blogs, SEO, & AI Articles: We've covered how to build
an enticing page that includes a lead magnet your prospects will
want to kill for. Now I'm going to give you
some ways to drive traffic to S site and actually get
those juicy warm leads. Of course, with a
little help from AI. The two ways we'll
be covering are the two ways that I think
are the most systemizable. Logging and YouTube. And which one are
we starting with? Well, the text
based channel that feels like it should be
wearing skinny jeans. Blogs. And yeah, I know that the word blogs sounds
like it's 2012, and we're all typing away on
my space. But hear me out. Blogging done right is still
one of the most organic, evergreen and scalable ways
to grow your email list. It's not a trend.
Instead, it's a system. If you've seen any
of my other stuff, then you know that I'm a
broken record on this. Know your niche and
know your ICUP, your ideal customer profile. That person, your ICP, is out there googling the exact problem that you solve right now.
And guess what? If you write about that
problem strategically, then your blog posts
can show up on Google. They'll find it, they read it, and now you've got
their attention. And unlike cold
traffic on social, this one is intent
based traffic. It's people that are actively
looking for what you offer. Your job? Put the solution where they're looking. So
what do you write about? It's going to be
the same idea as YouTube content, which
we'll cover later. You want to answer
specific questions with specific answers. So if your niche is burnout
for remote workers, then don't write five tips for working remotely.
That's fluff. Instead, post how to avoid
burnout as a remote software. Or remote work routines
for introverts. Or why remote workers feel
isolated and how to fix it. Of course, you can use AI
here with prompts like, give me ten blog post
ideas for helping ICP with pinpoint using
search friendly phrasing. You can also paste in a
newsletter issue and say, rewrite this as an SEO
friendly blog post and suggest three stronger titles based on high search intent. Now this lets you repurpose your content while also
optimizing it for reach. This will all make
more sense once we cover SEMRush in
the next lesson, which will actually tell you exactly what keywords are hot. Now, here's the mindset shift. You're not just
writing to write. You're writing to fill
a gap in the market. So causally, you want to find
where there's unmet demand. And to find that demand,
we're going to use SEO, search engine optimization. Again, we're going to break down SEMRush in the next lesson, but here's the big
picture strategy. You want to start with a
broad topic from your niche. So for example, we
have gut health or productivity for creators
or Linkedn content. Then you can use a
tool like SEMRush or Ubersuggest to find
all these things. Keywords, people are searching, how many people are
searching them, and how hard they
are to rink for. Now, the sweet spot here is going to be high search volume, low to medium difficulty, and directly tied to your offer. Now, those are your
opportunity gaps. High demand, low competition. Now, here's how to make your
blog posts SEO friendly without turning into
an SEO your title tag, you want to include
your main keyword here. So, for example, 15 minute workouts for busy professionals. And for your meta description, you want to keep it as a short, clear summary of
what it's about. So, for example, you
can put quick workouts that you can do from
home. No gym required. For the URL, you want to keep
it clean and keyword rich. So, for example, youdomain.com, backslash 15 Minute Workouts. Now, your first hundred
words are very important. Here you want to focus on using as many
keywords as you can, but prioritize
keeping it natural. Now, in terms of formatting
for our headings, you want to use H
one for the title. This is going to be the
biggest one and then H twos and H three is for the structure and the body of your article. You want to make sure
that you're also going to be utilizing Alt text. This is going to be the
descriptive text on images. This one helps both
SEO and accessibility. Next, you want to pay
attention to internal links. So if you link to
other relevant posts and pages that are
also credible, then this can help you
rank with your SEO. And also, one thing
that you want to note here is you want to make sure that all of your links
are working and not broken. Because if you put
in broken links, then this is going to harm
your SEO score significantly. Then you want to make
sure that you have a CTA, a strong call to
action at the end. So something like what
more tips like this, Join 7,000 plus freelancers and get new articles every week. Of course, our good old Cha
chiPT can help with a prompt. You can say something
like review this blog post and suggest
improvements for on page SEO, including a better title
and meta description. This is actually the kind
of thing that I tell Cha HIPT to optimize
my courses for SEO, which may be how you found me. It's so meta, right? Now, here's where it all comes together. Your blog equals
a content engine, and Mailchimp equals your
back end sales machine. Now, to connect the
two, you want to embed a sign up form at the
end of every post. Even better if it's
contextual and offers something extra,
like a lead magnet. And along with this,
you can also add inline CTAs mid article. So something like on the full morning routine
template, drop your email here. And you want to make
your blog homepage act as if it's a landing page. One big call to action, a Mil chimp powered form
and minimal distractions. And next, you want to make your value proposition
irresistible. For example, no fluff, no spam. Just the most useful
insights that I've learned building a
seven figure agency. We've covered lead
magnets already. This is where they shine. If someone just
read your article about freelancer stress, then offer them download our seven day freelancer
stress detox plan. They sign up boom. They're now in Mailchimp,
tagged and segmented. And from that point,
you can set up an automated welcome sequence, start nurturing
that relationship, and you've now got
a system that turns searchers into
subscribers, into lets. And worry not, we're
about to cover how to do all of that
later in this section. Now, here's the big takeaway. You don't need to
be a blogger here. You just need to be
strategic, right? Content that meets real demand and use AI to brainstorm ideas, write faster and
optimize smarter. You turn readers into
subscribers with clean CTAs and good design and let Mailchimp
automate that follow up. This is one of the
most evergreen list growth methods out there. You'll be writing
once, you'll be ranking for months
and even years, and you'll just be letting your content continue
to pull Let in. Next up, I'll show you exactly
how I use SEMRush to find high potential
keywords and build a content strategy that
actually gets results.
28. Gain a Competitive SEO Advantage: Now it's time to discuss how
we can get our newsletters and blogs to be seen organically
through search engines. Now, the process that
makes our content discoverable is called SEO. Now, we went over
this in the course. SEO stands for search
engine optimization, and one of the key ways that
we can do this is going to be with our keywords and the types of articles that
we are going to be writing. Now, SEMRush is probably the best software
out there that has everything that we need
to do when it comes to optimizing for SEO
in our newsletters. And now we are in the software. So as you can see, right here at the top, it's smrush.com. Now, if I'm being frank,
I could honestly probably create an entire course that
is solely dedicated to SMR. We have so many tools here that do a whole lot of
different things. Now, one thing that I definitely recommend to you when
you're coming into SEMRush is having a blog or a newsletter website
that's already created. Now, so much of the benefit that we get from using
SEMRush is going to be coming from actually
going ahead and putting in our own domain
here, our own website. Because what it does
is it analyzes it with everything that
has to do with SEO. As you can see right here, these are all going to be
relevant kind of subjects that are going to kind of help us in improving our own
website SEO ranking. So SEO is a huge umbrella. There is so much
to cover here in terms of optimizing for SEO. So what I want to do in this
lesson is kind of give you a quick overview that covers the most
important parts for you. Now, starting with
this analysis, the first thing of
SEMRush that you should definitely
go ahead and do if you have a website or if
you don't have a website is go ahead and go over to
the keyword research section. So let's go ahead and go
into the keyword overview. So as you can see we
don't have to actually put in our domain to search
in for any keywords. We can right here below, put in our website if we want, and then it'll tell us kind of how our keywords that
we're entering are going to relate to our website in terms of difficulty
and stats like this. Now, these keywords are the top of the iceberg
when it comes to SEO, because keywords kind
of lay the foundation. It's the easiest thing for
you to go ahead and implement that can also have the biggest
impact on your ranking. So let's go ahead and
put in AI as a keyword. So as we can see with AI, we have a very high
search volume. This is 1 million
within the US alone, but the keyword
difficulty is 100%. So this is the hardest kind of keyword that we could
potentially rank for. So what we want to use SEMRush
for is to kind of take this broad keyword of AI
and give us some ideas, as you can see here, for
some more specific things that aren't going to be as difficult to go ahead and enter. So let's go ahead and look
at keyword variations here. We're going to view
all of these keywords. So now we're here in
this view of looking of all these keywords
that are related to AI, and we see a bunch of different metrics here that
I'm now going to explain. First, we have intent. Now, on SEMRush, there is four different
intent categories. Now, as we can see here, these four are
listed right here. There's informational,
navigational, commercial, and transactional. So transactional is basically
going to be those searches that people are
going to be putting in with the intent of buying. Now, commercial is going to be the kind of a step
before transactional, where they want to kind of
go ahead and learn about the things or services
that they hope to buy, maybe at a future date, but that exact search
that they're putting in, which is a commercial search
intent is not going to be something that will
lead directly to a purchase as transactional now, navigational is
essentially going to be a search that helps an
individual get to a website. So this can be Subaru
website, for example. And lastly, we have
informational, which is just going to be
how individuals are going to get more information
on a topic. So this can be just a
very broad question of what's a good place to eat. So this can be a
very broad search, something like
what's a good car. Now that we have
these intents down, let's go ahead and
come back here. And next we're going
to look at volume. So volume is essentially
as we see here, it's the average number of monthly searches for a
keyword over the past year. So looking at this top keyword
right here, character AI, we see that there's been
an average of about 3,350,000 times
that character AI has been searched every single month within
the past year. Next, we have KD, which stands for
keyword difficulty. So this one is pretty
straightforward. The higher the number,
the harder it is for you to rank highly within
this specific topic. So right now, looking at volume and KD
keyword difficulty, what we want to look
for is something that has a very high volume, but also a low
keyword difficulty. So it's not going to be as difficult for us to
rank highly for these. So looking at this, we have this volume now put
from highest to lowest. So this is a good way for you to have this structured
because as I said before, we want to find things that
have very high search volume. Then what I would do
is probably just go ahead and look through this
keyword difficulty and scroll down and find ones that
look viable that we could possibly create
content on that can then boost us in
that specific topic. I can go ahead and scroll
down here and I can see different
keyword difficulties with their respective volume. Now what I can
also do is come up here and select this filter, which is low hanging fruit, and these ones are usually just trending opportunities
that are probably going to be good for you to
go ahead and get in because they're not going to be too difficult to go ahead
and capitalize on. Now, in the realm of AI, what tends to have pretty
good keyword difficulty with respective high volume is
usually specific AI generators. So as we can see here, we have a few. We have MUA. We have novel AI, brainy, we have runway down here, and these ones are all going
to be specific softwares. So if I had a
newsletter that was specifically going
to be dedicated to AI and tech in general, what I could do is create newsletter topics on each one of these AI softwares
and then have them on my blog and create more
in depth articles on them. And this will likely
have me ranked very high when people
search these things. So once you have
these decided and you've gotten some
insight from here, next, what I would recommend you
to do is come up here to the competitive research tab and then come here
into Keyword Gap. Now, the way that we use keyword Gap is
going to be putting in our website versus
our competitors website. And we can go ahead and add up to four of
our competitors, and we can see where they are ranking on specific
keywords where we aren't. So those are going to be some spaces that we need
to go ahead and fill, hence the name of the section, Keyword G. So once you
do this and you have a good set of keywords
that you want to go ahead and create
some content on, the next tool that
I want to show you is going to be down here, we're going to go over
into content marketing, and then we're going to go
with SEO writing Assistant. So we can go ahead and
select Analyze my text. Then once you have your keywords and you've
decided that you're going to be making an article around
a specific set of keywords, you can then put in that article 0R newsletter or
blog post into here, and then it's going
to tell you how well you rank for SEO. I'm going to go ahead
and put Runway AI. Then I can just go ahead and
click Get recommendations. On this point, I can
go ahead and type in a few kind of sentences that are going to be summarizing what I'm going
to be speaking about, and then I can go ahead
and click Compose. And then SEMRush is going
to kind of expand it into something that is going
to be very SEO optimized. Now, the next thing to
discuss when it comes to SEO is going to be backlinks. So backlinks is
obviously as it sounds, it's going to be on the
back end of our website. Binks and SEO work in
two separate ways. First, you're going to have backlinks that are
going to be on your website that
are going to be linking to websites
outside of your website. So this, for example, can be you talking about
some product and you have an affiliate link attached
to a word as a hyperlink. And then people can select it, and then they're going to
be taken off of your page. So here, in this context, what we want to make
sure of and what we want to make sure that is okay, so our SEO is not going to be harmed by this
is that we want to make sure all of the
links that we have within our website are not broken
and they in fact work. So if we have any broken
links within our website, then this is going to
harm our SEO ranking. The search engines know this. They know if we have broken or correct links
within our website. Now, another way to increase
your ranking based on these back links is
for you to go ahead and link reputable sources. So say that you have a newsletter that is
talking about politics. You want to make sure that when you're going to be
discussing things, if you can link to some
reputable news organization in context of whatever it is that you are
discussing to maybe give some more information about a specific part of
your newsletter, then you should go ahead and do that because this will give you a little bit more
credibility when these SEO engines are going
to be scraping your website. On the other side of a coin
of a back link is going to be when other websites are going to be linking to your website. So again, in these cases, we want to make sure that all of those links that are
going to be linking to your website are going to be correct and not broken links. Depending on when people are referencing your website
or newsletter or blog, these are going to
be a little bit harder to kind of track and kind of maintain because
sometimes you don't have control over
the people that are going to be talking
about your website. But if you can control this, then you want to make
sure that these are all going to be good links and nothing is
going to be broken. Now, do this, to
check this here, we have a couple
ways to do this. Here in Link Building, we have Blink analytics. So of course, here, what
you're going to have to do is go ahead and put
in your own website. Let's go ahead and check
this world wildlife.org, and we can go ahead and see
what it is that is here. So the backlinks from May
2024 to April 2025 here. We can see that across time, they have decreased
significantly. Now, I can't say
the exact reason for this as to why
this happened, but one thing that I can say is that looking here at
their authority score, you can see that although
they've had this decrease, it doesn't seem to have
impacted their authority score, so kind of how they rank in terms of their
backlinks in SEO. So their authority score
has remained consistent. So the decrease in backlinks
hasn't been a problem. So this goes to show that the more back links
that you have on your website doesn't necessarily mean the higher you're
going to rank in SEO. So if this is something that
you're concerned about, I wouldn't be too stressed
out about for me, I would just recommend that all the links that you
have that are going to be in your control to make
sure that all of them are going to be not broken and they're all going
to be functional. So now, lastly, what I want to show you and
bring your attention to is to go ahead and put your domain within
this domain overview. Right now, we see
that it's stuck with this world wildlife.org, and we get to see so
much information here. Now, typically, if your website isn't going to be as
large as this one, it's immediately going to
give you some tips that you can go ahead and implement
to increase your SEO score. And these ones are always going to be good things for
you to actually keep in mind and take action on because oftentimes
they are going to be simple little tweaks
that you can make to your website that are going
to pay off in big dividends. Now, speaking of paying
off in these dividends, we can also see
the effects of all of our changes right
here within SEMRush. So right here with
worldwildlife.org, we can look at this
organic traffic in comparison to
this paid traffic. So it doesn't matter if you're only going
to be working with paid traffic or if you're only going to be working
with organic traffic. What we can see regardless
is the number of traffic that is going to
be given to our website. So how many people are
going to be visiting our website at any
given date and time. So over time, as you make these small tweaks
and adjustments, you can come back
and you can look at this traffic data
and you can see what's working and what's
not and what's working, you can double down on and
what isn't can just forget. Now, like I told you in the
beginning of this lesson, SEMRush has so much stuff that we can go over
and we can analyze. Now, what I did in this lesson was give
you a quick overview. That is going to be able
to get you started with the most important things
that are going to give you, honestly, the most
improvements to your page. Alright, so that's
it for SEMRush. Now, this might be
something that is going to be a few steps ahead of
where you're currently at, but I don't want this to
be something that you forget about because SEO is going to be a pivotal part in your newsletter or your blog or whatever content that you
are going to be posting. Do not ignore SEO because
it can really pay you dividends and it can
give you crazy gains.
29. Use AI to Win the YouTube Game (VidIQ): Is somewhere within your
funnel or marketing strategy, then there's one
software that you cannot ignore, and that's VDIQ. Posting on YouTube
and not using VDIQ is honestly like playing
darts with a blindfold on. If you don't have
much experience with YouTube and the
strategy that entails, vidIQ is what it's going to give you that
significant advantage. But let's go ahead and get right into it and hop
into the software, so I can show you how you can leverage it to upgrade
your YouTube game. So the first step is you're
going to want to come to app.vidiq.com, as
you see up here. And you can create your
account in just a few seconds, and then you're going to
be led to this homepage. Now, if you already have a
YouTube channel that you're posting on and there's a lot of content to kind of analyze, then I would 100% recommend that you go ahead
and connect your channel because a lot of the
benefits that we get from VDIQ come from it being
able to see our page. But I'm going to assume
that we have nothing. There's no YouTube channel, and we want to start from
jumps here using the software. So there's a couple of things
that we can go ahead and look at here on the platform that's going to
help us in YouTube. The most basic functionality of VDIQ is their ability to
find trending keywords. This is kind of what they built
up their software around. And since then,
they've expanded it. As you can see, we're able
to create thumbnails, find trending videos, and
generate video content. And we're going to go
through all of this. So you'll have a good grasp of the software by the
end of this lesson. So let's go ahead and start here with the fine
trending keywords. So again, here, if you
have a channel to connect, then you should go
ahead and do that. So it already has
some information and you don't have
to start from zero. But as we see here, we have some trending keywords
from just this month. We can change it to this week, we can change it to today. And if we click View
All rising keywords, we get to see an
expansion of this. So before we saw the search
volume and volume change, but here in expanding it, we also get to see
the competition. So obviously, a low competition is going to be better
than something that's very high because it's
going to be easier for the content that
you're making to rank highly within
these searches. Now, let's go ahead
and go back here, and we can search up some specific keywords
related to your niche. So let's say that
we are going to be working within the AI realm. So I'm going to just
go ahead and do the most broad search
possible and just put AI. So as we can see, we see that the search volume here is going to be very high. So this one is
going to be a given given the thing that I
put in which just AI, and there's so much
on AI nowadays. And kind of with this, we also see that the
competition is very high. 95.36, you really can't
get much higher than that. But the reason I
do this is because when I put in this
kind of broad keyword, what we're able to do is see related keywords.
So I have it here. And I can also click up here, and we get to see all of
these keywords that are now stemming from my
original keyword of AI. And we can just go ahead and search through this
and we can find things that seem like they're good opportunities
to make videos on. So looking at this list, what we're able to do is also filter it based on these
search categories. So number of words,
the overall score. This is VDIQ score. So it takes in things
like the search volume. It takes into account
the competition. So this is what this
overall score means. And let's go ahead and filter
this from high to low. And we can see How AI is the highest rated overall score within this kind of AI realm. So one thing that we notice from these top scores is that
Hollow AI mid journey, I see runway here, and these ones are all
specific AI softwares. And as we can see, they have pretty significant
search volume, and the competition to them
is all relatively low. So all of this
takes into account into creating their
high overall score. I had a personal brand
that was based around AI, then it would be probably a pretty good idea for
me to go ahead and make videos on all of these softwares that are
kind of just walk throughs. And from this, what we can
do is also click here, and we get to see
more information that is related to this keyword. So we have a full overview here. An extension of this is as we see that this is a
very high overall score, we want to know how are we going to make videos
regarding this and how can we kind of take advantage of this high overall score
and low competition? Well, what this does in VDIQ what it gives us
is these questions. So as you can see here, we see what is most
popular in using this halo AI as a
keyword in our search. So we see that this highest
overall search right here, this question is
how to use Halo AI. So we might want to go
ahead and click on this, and now we are brought to this specific overview
of how to use AI, and we can go ahead and make our video
starting from this. So this is going to take me into the next part of it IQ
that I want to show you. So I'm going to go
ahead and copy this, and we are going to come
back here to this homepage, and we're going to
generate a video idea. So here, right here,
just on the Some page, I'm going to go
ahead and post this, how to use Halo AI, and
we're going to hit search. So now, with their feature, what we're able to
see is a title, a description, tags, a kind
of generated thumbnail here. These ones aren't the best, typically, but they're kind
of good for inspiration. And we also get to see a hook and an outline for this video all based on this
one little statement of just five words, how to use Halo AI. So from just a couple minutes of looking at the keyword
search within VDIQ, we're then able to grab this
one that ranked pretty well. Bring it into this function
within VDIQ and then it goes ahead and makes us this entire outline for
our YouTube video. And, of course, we're able to go ahead and adjust
things within here. So let's look at this
title right here. Halo AI Made Easy. I can go ahead and refine and I can just change
it as I please. So we see right now
that it's a 55 score. So let's go ahead and
click Make Longer. We see that this one has
a higher score, a 63. We can go ahead and click
this and click Apply. We can also refine and say, let's go ahead change tone. And say educational. And we see this one here,
Halo AI explains simply. So we can go ahead
and apply this one. And we can do the same thing
at each one of these steps. So we can refine
the description. We can go ahead
and add some tags, and we can see the thumbnails, the hook, outline,
and we're able to edit all of this within IDIQ. Okay, now let's go
ahead and move on. Now the next thing I
want to show you is out. So outliers are essentially videos that we can see that
are posted by channels, and for whatever reason, they serve as an outlier
on that YouTube channel is in that they perform way better than everything
else on that page. So we see this 82 X
right here that I hate the Render Pack
collection 750 powers more. We see this 82 X represents
that it performed 82 times better than the average video
posted on this page. And we can go ahead and
search in any topic queue. So let's go ahead and put in fitness and see
what we here we see outliers here that
they have performed over 100 times better than the averages on
each one of these pages. So it's always a good
idea for you to go ahead and search in these
outliers to see these videos and see kind of a pattern if something
there is that you can discern about why
these performed so much better than everything
else on their page. And then you can
take those learnings and apply it to
your own channel. There's especially a
lot of functionality that comes in this when you do connect your YouTube channel. So this is all going
to be very specific to your own experiences and your own kind of brand
and your YouTube channel. So this is something that I
would recommend that you do, and you can go ahead and walk around this kind of software and see how it can
benefit you and see the tips that it gives you
because a lot of the time, what it is going to
be telling you is going to be stuff
that is very valuable and actionable for you to
go ahead and implement on your page to make your YouTube
that much more efficient. But the main thing that
I would take away from VID IQ is these
trending keywords. This keyword search is honestly invaluable because it
really lets you get a step ahead of everyone else within your niche
that isn't using tools like this because
you're able to see data that nobody else
can kind of conceive. This is data that only
people can know about if they're actively looking for it on platforms like this. If people are just going to be posting kind of
whatever they want, then they're going to be way disadvantaged
compared to you using a tool like this that enables
you to see so Alright, so my actionable step for you after this lesson is
you should go ahead and create this vidIQ account and then put in a
keyword of your niche. Honestly, you could just put in your niche itself
and then go through, go down this rabbit
hole of keywords within here and find yourself the next video that
you should create. And once you do, once you find that exact
keyword that you want, then you can come
back here and you can put it in here and to
generate a video idea, and this can give you
some inspiration and some guidance as to where you
should go with your video.