Transcripts
1. Program Intro: Hey, I want to welcome you
to our EZ AI agency program. My name is San, and I am recording this video
from Medige in Colombia. So I'm going to show
you the kind of business model that is working
for me where I'm able to travel anywhere I want
and still be able to make money as I'm traveling. Alright, so let's get into it. First of all, I just
want to say, welcome. You made such a great investment for yourself, for your future, and for your family because this thing that I'm going to be teaching is going to be the
thing that is helping me psi, be able to get
back to my family, be able to travel
wherever I want, be able to buy whatever I want. So I'm going to give you the roadmap and accountability
for you to be able to build a highly profitable
online business where you're starting all the way from $0 to $10,000 a month and beyond. For those of you who
don't know who I am, my name is San, and I have a background in
management consulting. I've been a consultant
for the last ten years, worked at Accenture and Dei. Basically, I consulted
with fortune 500 companies where I helped them build
digital marketing systems. So back in 2018 was
where I first started my own consulting business
because I figured, Okay, I have this background. So why don't I start
my own business? Because that's the only way
for me to make a lot of money but also be able to
get the freedom, right? But, unfortunately,
that's not what happened. I essentially traded one
boss for multiple bosses, where I had to manage so
many different clients, and I just didn't have
time to do anything else besides just the
business that I'm in. And so I met a mentor
where I learned about the power of recurring
revenue and automation. And he told me to implement this in the business as soon as possible because that's
the only way for you to be able to get back the
time and the freedom. So what I did was I went
back to the drawing board, and then I built a
business where it's software and service based so that I can get
recurrent revenue. And since then, I've
been able to get over 124 customers paying
me every single month. This also helped me win the
SASCO Award from high level, and you can see
the picture of me getting the award on
the right side here. So at this point,
my entire business is either automated
or delegated. And so I want to help you build a business just like this one. So why this program and why now? The reason why I
created this program is to present an opportunity
of a lifetime. And we all know that the AI is coming and taking
over everything. It's transforming businesses,
and it's going to be creating the largest wealth
transfer in modern history. So the way I see it is when you combine AI and automation, you're going to
be able to create systems that work for you 247 without having to have
a human being present. So in the near future,
the demand for AI Power Solutions is going
to just keep increasing. So who is this program for? It's really for anyone who is stuck in their
nine no five or a stagnant business
who wants a way out and be able to create
additional revenue stream. Maybe you want to replace
your current 905 or your current business with
a scalable side hustle. It can also be for agency
owners who are looking for a new business model that is superior than the
traditional model. So one way to stand out in the SMMA niche is to
offer AI Power Solutions. And so by taking this program, you'll be able to do
exactly just that. Maybe you're agency owner, but you don't want a large team and you want to keep it lean. I'm going to be showing
you how to build a lean business where everything is either
automated or delegated. So this is for you
if you want that. And it's also for
non techies that are just curious about
AI and automation, but just don't know
where to start. So maybe you are working
in a career where you'll need to know about AI and automation sooner or later. So this program will help future proof your career with in demand
automation skills. And lastly, it's really
for anyone who wants to gain financial freedom and
have a predictable income. So if you want to make
money with AI and automation before the
market gets flooded, before the trend peaks, this is exactly for you. And you don't need to be
a tech expert at this. There's no need for any kind
of technical skills because I'm going to be showing
you how to use no code, local tools to be able
to build systems. I just want you to
have an open mind and have the drive
to take Alright, without all being said, let me set some
expectations for you. This isn't a get rich quick
type of business, right? Just like anything else
that is worth doing, it does take time and effort. And more than
likely, you will run into roadblocks and
friction points. And so my goal for
you is to remove as many friction
points and any of the road blocks
that you will face while you're going
through this program. And everyone starts off
at a different point. Meaning you might
already be running an agency business or maybe you are completely
starting from scratch. You don't know anything about starting an
online business. So this program will
still be useful, whether you already have business or whether you're
just starting from scratch. Lastly, going 0-1 is
going to be the hardest. Just think about the
first time that you try to go to the gym and
you start working out. It's very difficult,
right, because you've never worked
out in your life, and this is the first time
that you're doing it. So it's going to be pretty
painful in the beginning. But I promise you, it is, so worth it once you get there, and you're just going to
be cruising from then on. So I'm going to help you
do exactly just that. I want to give you
some perspective here. If you were to be
going to college, you're going to be spending
about four years there, and you'll have to
pay tuition as well. When I went to
college, it was about $10,000 every year
that I'm spending. And the goal is typically to
get entry level job, right, at 50 to 80 K entry
level salary, right? And so if that's something that you are more interested in, please go ahead and do that. But what I'm going
to be teaching you takes a lot less
initial investment, and it's also not
going to be taking you four years to get
to 50,000 $80,000. Another thing is
investment properties. So if you were to be getting
into that kind of business, you need to be putting
up at least 150 to $200,000 upfront. And if you go to a traditional brick and business mortar business
and you ask them, like, how much money they spent, they'll have to spend money
on leasing a location, hiring employees, dealing with payroll, dealing
with healthcare. And not only that,
they'll have to make sure that they're getting
customers through the door. Alright, so what is
this opportunity? What is this business bottle? So basically, what we're going
to be doing is identifying small businesses
that are looking to increase revenue
or to cut costs. And then what we're
going to do is build a simple AI automation system, and that should be solving
a very specific problem for that business so that they can either make more money
or save more money. And then we're going to
offer that system at 300 to $500 every single month. Now, the pricing can be adjusted based on the types of businesses that
you're working with, but I like to start
at this price point as a starting point. And then we're going
to be leveraging AI automations and
repeatable templates for fulfillment so that you can
run this business without requiring a lot of resources or having to hire
a lot of people. Let me just tell you a
little bit about what the current service providers
are doing at the moment. So examples of current
service providers are paid as services, social media management, SEO, website design, so those
types of agencies. And what they have going on right now is they have a lot of overhead because
they have people on payroll and they
could have an office. And so, because of
the high overhead, they're having to charge
a lot for their service. And so at a very minimum,
they're charging 1,500 to $2,000
every single month. To these businesses.
And so because of that, a lot of small businesses
cannot afford to keep them on. And so there's such a high turn. At least 20 to 30% is the industry standard for these types of
service providers. So here's why our business
model is superior. Number one, we have
lower overheads. You can start this business as a one person business because we're going to be leveraging
AI and automation. A lot of the things are
going to be automated, or it's going to be leveraging
AI so that it looks like we have people on payroll that are doing
this type of work, but it's actually AI or automation that are carrying
out a lot of the tasks. Second thing is, we'll be
able to make return revenue? It's baked into the
business model, and so this is how you're
going to be able to achieve financial stability
and financial freedom. So imagine if clients never left you and just
kept paying you, for example, 200 $300
every single month, just like electricity bill. You'll be able to build
a very strong business because you're making money every single month predictably. And third reason
is we're offering our services at a
lower price point. And so these businesses
will be more likely to work with you because
of the lower price point. And you can always upsell high
ticket services later on. And this is one thing
you should know. Time builds relationship
and long term business. By getting your foot
in the door and then starting this relationship
with these businesses, you become the trust advisor. And so when you do have
these other services that you want to sell later on, they're more likely to go with you than just some other agency. So here's what you'll be walking away with by taking
this program. At the end of this
course, you'll be able to have a step by step roadmap so that you can launch your AI Power business. You'll have the tools
that you'll need to create automated AI systems. You'll also be getting my
exact strategies on generating predictable returning income
and the strategies to attract and retain clients without having to have
a big team in place. And then finally, you'll have
the confidence that you'll need to position yourself
as an AI business expert. And lastly, I just want
to leave you with this. You want to be at a
place where you have so many recurring clients that even if you
stop freelancing, stopped running ads or had to
fire all of your employees, you'll still be making five
to six figures a month from the previous effort
that you put in today. All right? Think about
how many businesses that can't even do this. If they stop
marketing or if they stop getting more
work or contracts, they'll go bankrupt and they'll have to live
off of their savings. We don't want to
build a business where if we stop
getting new customers, then we stop getting paid. We want to build a business
from the start where these businesses are
going to be paying us every single month
for our services. So with that being said, I'm excited for you to get started. So let's dive right in.
2. Why Starting an Agency Business is a Smart Move: So in this video, I'm
going to tell you why starting an agency
business is a smart move, especially if you're a beginner. So it doesn't take any upfront
cost for you to start. You can start with zero money, okay? There's zero risk. So only your time is
required initially, and we're going to build
systems around that, and we're also going to use
AI so that you can start taking back more of your time as we start building
this business. And this is the only
business where you get to keep 100% of the profit. So again, zero upfront cost, zero risk, and you get to
keep 100% of the profit. No, I don't know any
other business model that has that ability. So I want to tell you a little
story about my experience. I started my entrepreneurship
journey with E Commerce, specifically selling
Amazon products through their Amazon
private label program, and I spent tens and thousands
of dollars buying these, like, art socks, and I didn't know if this
was going to sell. It seemed like it
was going to sell based on all of the time and effort I spent on researching and seeing if this is something
that people would want. And I didn't know
there was uncertainty that I would actually going
to sell these art socks. And so I spent a lot of money upfront to get socks from China, and I have to do marketing. I have to pay for someone
to build my website, set up all my Amazon listings. And so there's so
much financial risk. And again, it didn't work out. Maybe if I kept going at it, maybe if I spent more money,
it probably would have. But at that point, I've already spent over 20 grand
on this venture, and I was just like,
You know what? No, I don't think this is for. A lot of people who
are killing it with this Amazon ecommerce
business model, but this wasn't for me. I wanted one where I
have the minimal risk, less upfront cost in
starting a business, and I also want to
keep all of my profit. So with the agency business
model, it's pretty simple. So all you're doing
is finding clients and finding out what kind
of services that they need, and this is where you're
going to fill in that gap, and you're going to
assign them because you're going to help
solve a problem for them. And so after that, you provide that service
and you get paid. So the process for this
business model is quite simple. Now, of course,
there are a lot of caveats to this process. So that's what this course
is going to be about. I'm going to tell you
exactly how to go through every one of these steps in
the simplest effective way. But this is pretty
much all you have to do to be successful
in this business. Lastly, this is such a great
beginner friendly model because there's low
barrier to entry, so you can get
started immediately, and all you need is just a laptop and Internet connection. Now, some people see
this as a negative thing because they think that the market is going
to be saturated. But with the types
of services that we're going to be
providing and with AI, you're already ahead of a lot of the other agencies and the services that
they're providing. And so you're going to be
able to beat out 99.9% of all the other agencies
and the competition that's out there.
Also minimal risk. Again, very minimal financial loss if this doesn't
work out for you. And this business
model is scalable because we're going to be
doing everything online, and we're going to
be standardizing a lot of the processes. And so whether you get five
clients or ten or 50 clients, we're going to put them
through the same system. And so it's very scalable, and this is how you're
going to be able to gain financial freedom.
3. What Makes a Service Scalable : All right, so at this stage, it's really important
for us to understand a few fundamental concepts when it comes to building
a scalable business, and more specifically, what
makes a service scalable. So let me tell you why
it's important. All right. Let's take a step back and
look at the big picture here. So the big picture
goal for many of us here is to build a
scalable business model where you help
small businesses by implementing various AI
systems and automation. More specifically. And this
was the goal that I had, and it might be
your goal as well. But the goal is to build up some passive income,
free up some spare time, spend time with your loved ones, and have some spare
disposable income, whatever it may be, right? And the overall goal is to build that monthly
recurring revenue, build up your additional income, and be able to help your
clients all while doing so. So in order for us to
achieve that goal, we first need to understand the services that
we'll be offering, and more specifically,
making sure that those specific services
are actually scalable. In that we can
actually grow them without them having
to take up so much of our time and then
us having to get caught up in the hamster wheel where we work with one client, and then all of a sudden,
you're just stuck in film it and you can't
bring on more clients, and then suddenly
you're just stuck and your business can't grow. So we want to avoid all of that. So the point of this video is really to understand the
three core concepts of what constitutes
scalability when it comes to the specific services that you're
going to be providing. So with that being said,
the first core concept that you need to
understand is that your service needs to have a strong demand offer
and recurring revenue. So there needs to be
something that people already know and that there's
already a demand for, meaning there's already
a need for that service. People should actually
be able to wrap their head around
what that service is, and it doesn't require
much education for you to sell that service. So, the more you have to
educate your prospects and your customers on what it is that you're
actually offering, the more costly it's going to
be able for you to do that, and harder it is for
you to actually sell. We want to make
sure that there's already a really
strong demand in place and a really strong need for the services that
you're offering. And in doing so, that leads
me to the next point, which is short sale cycle. So we don't want to
be in a position where we're reaching
out to clients, and then this is
the first time that they're hearing about
us or our business, and then it takes a year or two years for them to
actually become a customer. We want to make that sale
cycle as short as possible. In an ideal world
from the point where someone hears about you
and then knows about you and what you offer
to potentially closing them as a client and then having them become
a paid customer, it should just be
within a few days. So that's the ideal goal here. And the next thing is
reoccurring revenue. So, you guys are going to
hear me talk more about reoccurring revenue
in this program because it is so
freaking important. Current revenue
is going to be de oxygen the lifeblood
of your business. Being able to have a
business model and offer service where you could
provide as an ongoing service, where your clients and
customers are paying you on a monthly basis
every single month in a recurring way
is going to be the foundation of scalability
in your business. So I'm going to go into more
details definitely later, but just understand
the importance of recurring revenue when
it comes to scalability. So the next factor here is
having a high margins service. So this is meaning that your
cost of fulfillment and actually delivering the service isn't going to be too high. Where you're offering
services at a certain price, where your cost and expense
for delivering those services are low enough to the point where you have a
healthy profit margin. And typically speaking, we're
going to be shooting for a target gross
margin of 65% plus. Just know that this is where
we're going to depend on AI and automation systems to be
able to cut the cost down. And it's super, super
important for us to have this wiggle
room in space for us to take profit
and potentially reinvest it into the growth
of our own business. So that's potentially reinvesting
into sales, marketing, maybe acquiring more customers, ultimately growing
your business quicker, faster, and outpacing
your competition. So the ultimate goal is to continuing to have those
super high profit margin, where, again, that's going
to be the lifeblood, the oxygen of your business. All of us here, it's going to be the income that we'll be able to generate from the profit margins of the services that
you're offering. And then finally,
we want to offer a service that is high leverage. So what does it mean? It means
that we want to be able to leverage AI and automation
wherever possible. So again, this is where we want to be breaking
from that time to value chain where we're not selling our time for money. We can do this by leveraging AI systems, automation systems, where we'll be focusing
on providing access and assets instead of
labor for our clients. What I mean by that is in a traditional done for
you agency model, where you're basically
trading time for money, and you're basically
doing a lot of custom work, where,
in this case, we're going to be focusing on services where we can prebuild a lot of the assets and systems that we're essentially
selling access to. And in doing so, we
can leverage software. We can leverage automation, AI, and other systems and
assets that we've built and be able to do a
lot of the legwork upfront. Each and then for each
additional client or customer that we
bring basically just adding on to the
profit margin and then the overall growth and
scalability of that business. So keep these three
factors in mind, and as we go through it, think about the
different services that we're going to be offering and just know that we want to match all three of
these criterias. This is super, super important. Alright, see
you in the next one.
4. Shifting Your Mindset for a Scalable Business: In this video, we're going
to be covering some of the core principles of
a scalable business and some of the key mindset
shifts that you guys are going to have to make when it comes to thinking like
a business owner. So with that being said, the first mindset shift that
we're going to have to make is going from selling
time to selling value. We must break the
time to value chain. Now, I know we've talked
about this before, but I'm going to have to drill
this over and over again. This is the very fundamental key mindset shift
that we need to make. So I want to help you
change the way we think about selling
our time for money. First of all, that's not
where value truly comes from. Actually going to be able
to create value through pre built systems that we're going to be
providing access to. And so that's
ultimately going to be the foundation of building
a scalable business. Next mindset shift is
thinking about providing custom work only to
providing access and assets. Now, when I say custom services, I'm really talking about
the traditional done for you agency type of service where you're providing a custom
work for a client. When we think of professional
service providers like accountants, lawyers, you can see that
those business models are very difficult to scale up because they're basically stuck on
a hamster wheel, that time value chain. So I'm going to call this out. Professional
services are a trap. You'll actually end up just having another job
with multiple bosses. And so we don't want that. It's a very difficult
chain to break. So as a business owner, we need to think a
little bit differently. The way we approach our
business model, again, is access to assets and
access to the systems, as opposed to trading
our time for money. Next, we need to go from
thinking of a mindset of, I can do that to
is this scalable? It's very, very tempting, especially in the
beginning of your business when you're just trying to
get your first few clients to basically satisfy
your clients whenever they ask you,
Hey, can you do this? Can you do that, right? And they want so many things from you, and it's going to be very
tempting for you to say, Oh, yeah, yeah, I can do that,
too. I can do everything. But in reality, if
you start trying to compromise and start
trying to do everything, you're actually
going to be stuck on that hamster wheel of constantly just being
stuck with fulfillment, being stuck with delivery of the service and being stuck
doing a lot of custom work. And so, ultimately,
that's what's going to be killing the scalability
of your business. So we need to think
no custom work only building new systems. So if you're going
to do the work, don't opt for doing custom work. Opt for building systems so that that system
can be reused again and that processes within that system
can be repeatable. So it is possible that maybe when a client
makes a suggestion to you and that you're hearing that same suggestion from
other clients as well, and maybe in that case, it might be worth while
to start thinking, Okay, hearing this a lot, and so can we actually create a new system for this kind of
request that I'm getting a lot from
these types of clients? So maybe you've identified a certain pain
point that is very common in the marketplace
where you're serving. And so, in which case, it's totally fine to build
out a new system for that. But remember, you have to
avoid the temptation of doing custom work for each and every client whenever they request something new from you. This is just a
simple mindset shift that we have to go from. Can I do this to Can I do
this in a scalable way? Alright, the next mindset
shift that we need to make is going from more is
more to less is more. Everything breaks
when you scale. And so every successful
scalable business do less so that things
don't break as much. And remember, the more complexity that you
put into the system, the more it's going to
be easier to break. This is kind of along
the same lines as I was mentioning in
the previous slides, where we can't just
think from a mindset of, I can do everything
for everyone. We need to be able to focus on who we're serving and
what we're doing. And so the more focused we
can be in what we're doing, the better of a job
we can do at it. And ultimately, the
bigger we can scale our business while providing amazing results for our clients, that's our ultimate goal.
That's what we're working with. So again, shifting
from the mindset of more is more to less is more. I'm not saying
that you should do less work or work less harder. I'm saying that
the whole point of this mindset shift is to
be more focused on what you do and not
become the jack of all trades and just doing
everything for everyone. Alright? So again, less is more. So next, we're
going to be making a mindset shift
from depending on results to providing access,
assets and activities. So what I mean by that is don't have the value proposition
of your business and your services be solely dependent on delivering
one specific results. And if you can't
achieve that result, then ultimately that value that you're providing is
just not there, right? And so why would the
client be paying for that? So we want to make sure that the value that we're
offering is very much dependent on the
assets that we're providing and then the
access to those assets, and then the specific activities that we're performing for them. That way, they can't just
point to one specific result that we promise and then hinge our entire
business to say, Hey, I'm not achieving
this result. And so therefore, you're
not doing your job. We want to be able to provide their whole structure
to their system. So ultimately, that system is going to help them
achieve their results. But the value proposition
of our business should not solely depend
on that specific result. And like I mentioned
here, you cannot and should not build
their business for them. Still want you to get
results for your clients, but it should not be dependent on just getting
them the results. So hopefully, this makes
sense in that, obviously, we want to make sure that we're providing great results
for our clients. But the mindset shift here
is that we're not dependent on providing or promising
one specific result. We're more providing the value by accessing the assets
that we've built out. So you'll hear me
say this a lot, but this is going to be
the core principle and foundation of the scalability
of your business. So the next mindset shift here
is going from the customer is always right to the right
customer is always right. Here, boundaries help
create scalability. So we're going to have
to define what is included within
the services that we're providing and what's not included in the services
that we're providing. Trust me, when I
say this, you're going to be in situations where your clients are going to be wanting to push
those boundaries, and they're going to
be asking for more, and they're going to want to
ask for services or things that are just outside the scope of what you're
initially offering. And again, that goes back to
one of our previous slides. In the way that we
have to think about what the client is asking me, can that be done scalably? You can't just assume
that you have to do whatever the client is asking for you have to do
every single thing that they're asking you of and
that they're always right. And you're also going
to be speaking with a lot of prospects
and a lot of leads, where maybe you can
help them in a lot of different ways and that they're
really needing your help, but you really have to respect the boundaries that you've
created within your business, and you have to make sure
that you're super clear about those boundaries
with your clients and that they should be
respecting those boundaries. And this is really all about
setting good expectations and being good at communicating
with your clients. So as long as you set up
those boundaries and that you're very good about
communicating with your clients, then we should be pretty aligned
with this mindset shift. So these are just some
of the core fundamentals of a scalable business and just some of the key
mindset shifts that you need to make for being
a business owner. And I want you to
really think about all of these going into the rest of this program and when you're building your business. Alright.
See you in the next one.
5. Types of Agency Business to Start: Talk about what type of agency business that you could start. All right? So my recommendation is starting with your strengths. So first, find out
what you're good at. Okay? Everyone have different
types of skill sets, and so the best thing to do is to turn that
skill set into a service that you can provide for the businesses.
That's the easiest all right. You can also
do market research. You can see what other agency
businesses are offering, and you can try to
replicate the process. For example, if you are really
good at writing copies, you can be a copywriter, and you can turn that
into an agency service, and you could use
AI to help you with the copywriting process so that you can take
on more clients, and AI is going to help you fulfill those services faster. So here is just some of the popular agency services
that are out there, and just know that you can use AI for every one
of these services. So that way, your
fulfillment gets easier. So we have social
media management, graphic design, web design, email marketing, video editing. If you just want to provide AI based services, you
could do that, too. So you could provide service
for AI receptionist. You could have an AI be an
outbound caller for you. And this was one that I started out as doing
marketing automation. So this is primarily helping businesses automate their
entire marketing system. You can also provide
lead generation services like Cool Outreach
or Facebook ads. There are so many
types of agency services that you could offer. One pro tip is going to Upwork and look at the categories that they have. This is upwork.com. This is a place where you
can hire freelance workers, and they have so many
different categories. So let's just click
on one of them. So if I click on
Sales and Marketing, you can see here that there
are different categories, different types of freelance workers offering their services. So some of the ones I've
already mentioned in here, but you can take a look at all of the categories
that they have. Recommend starting
with sales and marketing because the businesses can see a direct ROI that's
associated with your service. But if you just
want to, let's say, provide AI services,
you can do that, too. You can look at some of the categories that
are in the AI space.
6. How Artificial Intelligence (AI) is Used in Businesses and Marketing: So if you're going to be selling AI services to businesses, then we need to first
know about what AI is and how it relates to business
sales and marketing. So what is artificial
intelligence or AI? So imagine if you could create a super smart robot friend
that could think like a human, learn new things
incredibly fast, help solve tricky problems, and get better at task, the more practices it has. So that's what AI
is kind of like. Understand a lot of information. It could make smart choices. It could learn from mistakes. And most importantly, and this is probably a
little bit scary, but it could copy how
human brains work. So why would businesses want AI? It's what I consider the
ultimate efficiency machine. It can do boring repetitive
jobs super quickly. It works 24 hours, seven days a week,
without getting tired. It doesn't need any benefits or you don't have to deal with
HR or anything like that. Makes fewer mistakes
than human beings would, and it helps workers focus on more managerial or
creative tasks. So, for example, at Amazon, AI sorts millions of
packages every single day. It uses robots in giant
warehouses to pick up items and pack them faster than hundreds of
human being workers. So here are some benefits of
AI in sales and marketing. So it can predict what customers want before they even know it. It can talk to hundreds of
people at the same time. It can create personalized
messages for every individual, and it can help businesses make more money with less work. So let's drill into
every one of those. The first thing is predicting
customer behavior. So think of AI, like a mind reading detective that could look at past
customer behavior, guess what kind of
products they will want, and then create personalized
recommendations. So this is helping
businesses sell exactly what customers
would want and love. So another example
would be Amazon using AI to suggest products
that you might want. So if you go to amazon.com
and you're logged in, you can see some of
the products that are recommended to you based on what you've purchased
in the past. So it's basically trying to figure out what you're thinking
that you might want next. So that's AI magic at work. That's how the AI at Amazon is able to help cross
sell different products. So you're going to keep wanting to buy different
things because, for example, if you
bought running shoes, then they know that
you're someone who's going to be
starting to work out, starting to run, and
so you might need other things like workout
clothes or fitness trackers. Second thing is scaling personalized customer
communication. So think of it like a
call center, right, where you have hundreds
of workers working at this one location that could answer customer
questions instantly. Again, it can work 247
without getting tired. It can also speak in
multiple languages, which is huge because
if you hire a person, they might be bilingual,
trilingual, right? But this AI would be able to speak in
hundreds of languages. It would already know what
languages to speak in. And lastly, it can
provide personalized, friendly messages to people. So it's not just like your
typical answering machine, or when you call some
customer service line, these days, you have some
pre recorded message. So now with AI, it can provide personalized
conversations, and it's as if you're talking
to a friend or a colleague. So an example is, if you go to safora.com, there's a chat bot that helps customers find
the perfect makeup by asking specific questions and then giving personalized
recommendations. Basically like having a makeup
expert in your pocket 247. The third thing is it can create high converting
marketing messages. So think of it like
a marketing wizard that could write
personalized emails, create social media posts, and test out which
messages work best. And ultimately, it can help businesses sound more human and friendly because a lot of the times people buy
from other people, not just some brand
or some business. So AI is ultimately helping these businesses become more
personable and more human. The last thing is it can
predict and maximize sales. So think of it like having
a sales crystal ball that can predict which customer
might want to buy something. Could estimate how much
money a business would make, and it could also help sales team focus on
best opportunities, right, because you only
have so much time. So you want to be focusing on what's going to be
closest to the money. And lastly, AI can help reduce
wasted time and effort. So all in all, AI is
what I consider to be the ultimate efficiency machine that can help businesses
sell smarter, faster and more personally. All right. See you
in the next one.
7. Creating Your Business Logo: All right, so to make your logo, we're going to use this free logo generator
from Namecheap. All you're going to have to
do is just put in your name. Easy AI Club. Alright. They said
they're going to be able to get it done
under 5 minutes. So let's see if we'll do that. I'm going to click AOL. Alright. Continue. Okay, so it's just
gonna ask me a couple of questions here based on the
preference that I have. I like serif. I like modern, more
bold, playful. Mm organic looks
good. This is good. Then I want to get more of a
yellow, red vibe, continue. Alright, so you can choose
your three favorite icons. So I like something
has to do with AI, so let's see if you have
anything regarding AI. Uh, it's okay. Let's see, like robot. Okay. Let's go ahead and choose T one. And then let's do Easy. Let's see if they have
something for easy. Oh, okay. Alright,
I like this one. Alright, so I'll
just choose two, and now it's gonna
help me come up with all the different
options that I've chosen. Easy Eye club. Yep, they look good. Oh, I kind of like this one. I probably should
have capitalized each word, but it's okay. This is just for the demo. So let's say that I do like this one, I'm going
to click on it. It's going to ask me if I
want to purchase the domain. I already have the
domain purchased, so I don't need to do this, but I'm just going to click
on Download when it's done. And then from
there, I'm going to have all the files for the logo. All right here. All right. It's pretty simple.
Shouldn't take you more than 5 minutes
to get everything set up. Alright, see you
in the next one.
8. Choosing Your Business Name and Domain: Back guys. So in this video, we're going to choose your business name and then
register your domain name. Now, let me preface by saying
that if you already have a business name and you already have the
domain already set up, then you don't need to
go over this video. You can just skip
ahead. But if you don't already have
these pieces in place, then this training is for you. So this is where
we start getting into the implementation
piece of it. So be sure to implement and follow along as we're going
through all the steps. So with that being said,
let's get right into it. In terms of choosing
your business name, I have a few tips and
guidelines for you. Alright, so the first
tip is going to be to avoid hard to spell names. And the rule of thumb here is that you really
shouldn't have to be having to explain how to spell the name when you're
telling someone, right? And so, example, you might be thinking about replacing an I or slightly misspelling
something and having really long names that
are just hard to spell out. So I want to give
you an example. I ran an ecommerce store, and it was called Archandise and it was supposed to
be a combination of art and merchandise, but when I was picking
out my domain, I made a spelling mistake. So you can see here, merchandise is spelled with A, right? And I accidentally put E. So
I was pretty much surprised, like, when that
domain was available. And then, like, I
bought the domain, and I got everything set up. And when I started marketing and started
telling people about it, and they were like, Oh,
okay, how do you spell that? Because I couldn't find it. And I had to, like, let people know like,
Oh, it's with an E, like ARTCH E, and
dis.com, right? And, it was pretty embarrassing, like, the fact that
I made that mistake. But yeah, from the Geo, try to choose a name
that's going to be easy to spell and let alone, try not to make that mistake of misspelling it when you're
choosing the domain name. Alright, so my next tip here is to get the.com domain name. And the reason for
that is that you want to really increase your
perceived credibility. And a lot of the times
dotcom just sounds better. I know that there are
all these new ones like dotio.ai dots. If you can, try to
go after the ones that have the
word.com at the end. Also, a lot of people
will just assume that your business has a.com
with your domain. And so if they just hear
the name of your business, they might just type in the
name of your business and then put.com at the end if
they want to look you up. So overall, there are a
lot of reasons why you should on and choose the.com, and later in the video, I'm sure exactly how you can go about finding those domains. All right. My next tip here is to use a name that actually
conveys a meaning. So you want your name to be intuitive and to reflect
some of your value. So maybe it's a reflection
of what you do a company, maybe it's a reflection
of who you serve. If we just look at some
examples of some of the big popular company names, like Salesforce, for example,
it's very intuitive. You know that they provide
software that enables sales team to manage their
entire sales process. If you look at Click
Funnels, for example, there are a software
solution that builds funnels and generates
more clicks. Another one is
closed.com, right? They are software that
help you close more deal. Look at Shopify. They help
people start online websites. With our name Easy AI Club. The reason why I chose EZ AI was because I wanted to
help people understand AI as easy as possible and
for them to really use AI tools to make money and to really live the type of life that
they want to live. So that's why I
chose the word E AI. There are so many
other examples, but really the idea here is
that if we take a step back and think about what we're doing here as AI agency owners, we're really helping
our clients implement various AI systems and
software solutions so that we could help them increase efficiency
within their business, right, help them save more time, help them grow their business, increase the
profitability, right? So we might want
to start thinking about some of the
keywords that we can be using in the name of our business that
would reflect some of the ideas and some of these values while
also being intuitive. So the next tip here
is that make sure that the name sounds good when
you're saying it out loud. So, apparently, Jeff
Bezo when he was first thinking about the business,
Amazon, apparently, one of the initial
original ideas was that the name would be called
Cadabra like Abra Cadabra. But apparently what
was happening was that when he was telling
his lawyer about it, they were hearing Cadabre, so he had to keep
correcting them. Even though they went
with that name initially, Bezo decided to change it again and this time it
would be called Amazon. Which I think a lot
of people would argue was probably
a better choice. So just some of the
things to think about, and there are ways
that maybe you can incorporate alliteration
in your name. So if we think of
companies like Coca cola, for example, the name rolls
off the tongue really easily. We're using that iteration with the same letter
and the same sound between the different words. Or maybe you want to think about incorporating rhyme
into the name. So when we think about names
like StubHub or jelly belly, right, they're very
memorable because there's some rhyming going on. So with that being said,
my last point here for you guys is really not
to overthink about this. I know that a lot
of people spend way more time than they should
be with this process. And so trying to think of a name to make sure it's perfect and just getting
into that paralysis, it's just not worth it. So my biggest advice here
is do not overthink it. You can always change
the name later on. The goal right now
is to just choose a name and get this
business started. It's definitely not the
most important make or breaker in your business. I promise you, in the
grand scheme of things, the name of your business isn't going to be the most important. All reality. So, again, this process should not take
you more than 20 minutes. Just start doing
some brainstorming and just follow some of the basic guidelines
and tips that I gave you, and we
should be fine. All right. So with
that being said, we could use this TPT to help
you brainstorm some ideas. So open up the link that
I'm going to give you, and then you're just going to tell it about your business. So, for example, I teach people how to start an
AI agency business. All right? Just let
it know what you do, and it'll start giving you
some names here, okay? AI Novo, AI Genius. This, at least, yeah, I
will not choose that one. Summit, not bad. Okay, these are
not bad, not bad. I good start. So I want to
have the word easy, right? So I want to make
AI easy for people. So that's one of my goals. So let's see what we would say. Perable name. Easy,
AI. There we go. So this was the name that
I did ultimately choose. But yeah, there are other
good ones simply AI. Not bad. This might be
a little bit difficult, right, because some people
might use the word I, but some people might
use the word Y. So try to avoid that.
Bright AI, that's okay. Easy AI. Yeah, okay. Skill flow. So go ahead and use this GPT
to brainstorm some ideas. Once you have a few
names picked out, let's go to an Domain search and see if that
domain is available. So, for example, if I
like the word Easy AI, I just put into
this search bar and then it will give me different domains
that are available. So Esiblog ZI world. Alright, so I like this
one here, Easy AI. So if I want to see
if it's available, I just click.com, and then
it says that it's available. So I can go ahead
and purchase it. I would recommend
buying it from places like Namecheap or Cloudflare. I usually buy all of my
domains in Cloudflare just because they provide the extra protection
with domains. So if you want to
purchase it here, you will just come under
domain registration, register domains,
and then just search for the one that was
available easi.com. Alright. So I'm going
to purchase it. And then you're just
going to put in your contact info and
payment information. And then when you're
done with that, you just click purchase, and then you would
own the domain. Alright, so you in the next one.
9. Creating Business Email: Going to be running a
legitimate business, you're going to need
a business email. So I recommend using Google Workspace to set
up your business email. Now they have
affordable options. So you have the starter
standard plus enterprise plans. I recommend just going
with the starter plan. I don't think you're
going to need the other plans
in the beginning, at least for now. If you use this
link and this code, then you do get 10% off
for the first year, so it's going to be a little bit cheaper than
what's listed on here. So when you are ready
to get started, you're just going to fill
out your information, starting with the business name, how many employees you have, and then your region. So let's just put test, then it's going to ask you for your name here and your address. So I will put your
personal address here. So I'm just going to
put test at a.com, and then it's going to ask
you whether you want to create a new domain or set
up your existing domain. If you already
purchase your domain, then you want to click setup
using existing domain. So I'm going to click that,
and then you're going to do a search. Of your domain. Alright, so this is a section
where you're going to connect your domain
that already exists. So this is one of the
domain that I already own, try Oreach and it's going to then ask you to
set up the domain. Basically, what you want to do next is you want to
create a username. So I recommend just put in your first name at
your domain.com, and then you want to
put in your pass code, check off this
box, and then you. Alright. When you're done
with that, you're going to be taken to this page here, which is going to confirm
the plan that you've chosen, and it's going to give
you a 14 day free trial before you click this button, make sure to put in
the promo code here. So I'm going to copy this, put that in here so that I
could get an additional 10%. And then it's going to ask
you to put in your name, address, and your
payment method. And then when you're done,
click agree and continue. All right, so when
you're done with that, you're going to be taken to different onboarding steps so you could connect your domain. But if you did not see that, then what you can do is click on this icon here and go to Admin. It's going to open
up this window, and what you can do here is
you can connect your domain, make sure that it
gets verified so that you could activate the GM. Okay. Just follow the
instructions. It's pretty simple. So all you have to do is
just add some DNS records. And basically, the
way it works is wherever you purchased
the domain from, you'll be able to
add DNS records. For example, I purchased this
domain using Cloudflare, and within this dashboard
here under DNS, I can add new records. And so for Gmail specifically, it's going to tell you
to add these ones. Obviously, these are going
to be specific for me, but make sure to just add
whatever they tell you to add. Okay. And then from there,
once you're done with that, then you'll just have
to verify the setup, and then when you're done, it'll say verify and it'll say Gmail activated. All
right. Hope that.
10. Getting Started with the Software: Alright, so this is where the rubber really hits the road. So for today's training, and in the following videos, we're going to get everything
set up with the software. And really, this is going to be the implementation
piece of this course. This is going to
be the new system that we're going
to set up that's going to allow you to generate that monthly recurring income, where you're going to get
paid every single month. And this software is
a huge component. Software we're going to be
using is called high level. It's a very complete robust all in one sales and
marketing suite. You can see here that
we're basically combining 15 plus different software tools into one cohesive
software system. So that's basically
going to allow you to automate everything that you
need within your business. It can do so many
different things, and this is going to help make your life and your
client's life much easier. So what's beautiful about
this software specifically? Well, it's really that
it aggregates a lot of the different features and functionalities that you
would need in the software. You can see here, it's got CRM, it's got sales funnels, website builder,
email marketing, SMS, courses,
reputation, communities. I won't get into all of them, but there's a lot of
different features and benefits that this
software can provide. And for me, even
just speaking from a personal experience and
in my previous business, in order to do everything
that this software can do, paying well over $5,000 a month, probably even closer
to ten grand if you add up all the
other functionalities. And this one software can do everything that I was paying
thousands of dollars for. So you guys so you guys are
getting a massive sugar here, just by being able to
learn this one tool to help both grow your business and your
client's business in one cohesive system. And you're going to have
access to all of this, and you're going to
have complete control over how everything works. And you can basically license
this out to your client. So that's what we
call sub accounts, and you can provide those
sub accounts to your client and be able to upcharge them at whatever
price that you like. This is one of those
high leverage activities and knowledge that's going
to help you build a very, very high income
stream for yourself. It's going to make you extremely valuable in the marketplace, knowing how to do these things, and this software is going to be able to
help you with that. So I'm excited. So this is where everything
gets exciting. Let's strap in. This is going to be a super exciting journey. So on their main site, they give you a 14
day free trial, and it's just access
to the software. But if you use MyLink, you're going to be able to
get a 30 day free trial, and you're also going
to get a one on one training and setup from
their high level team. So I recommend using this
link so that you can get that 30 day free trial plus
a free live boot camp. This is basically
where they have a dedicated support person that's going to be helping
you get everything set up. So all you're going to
have to do is just fill out the name of your
company, the name, email and phone number, and then just put
your credit card on file. Alright?
That's pretty much it. And then they'll
send you all the details to get you onboard. Alright, so that's
basically it in terms of getting started with signing
up for the software. In the next video, we'll go over how to actually start
setting up the software, and I'll give you a full walk through of all the
different features and functionalities of the software and how to navigate
through everything. Alright, guys, I'm
super excited. This is really where the
rubber meets the road, and we're really going
to start getting our hands dirty
with the software. So hopefully, that
process was clear. Make sure you go ahead and use the link to sign up and
get your account set up. Please do not proceed until
you've completed this step, and I will see you guys
in the next video.
11. White-labeling the Software: What we call an
agency dashboard. So you only see this as
an agency owner, okay? Your clients won't
be seeing this. So this is where you're
going to be able to manage all of the
different sub accounts. You'll be able to import
and create snapshots, resell different services,
a bunch more, okay? So the way to
differentiate between the agency dashboard and a sub dashboard is you'll
see if I click on this here, you'll see that these
are going to be the accounts that are
in this agency account. All right. So for example, if I go to this
sub account here, which is a demo account, this is going to be the
sub account dashboard. So this is what your client
will have access to, okay? And then for you, you can
jump in and out between the different sub
accounts dashboards and basically see everything
that they're seeing. And when you want to when you're ready to switch
to an agency dashboard, then you just click on this. Here are a few ways for
you to get support. So the first is
through the boot camp. So if you use my link and you
sign up for the boot camp, you can go to the
live Bootcamp call. It happens every day at
12:00 P.M. Eastern Time. So you'll spend about an hour with the team to get
everything set up, including all of
the software setup. Okay? The other way is for you to book a one
on one kickoff call. So I'll put the link
in the description. It's basically a Zoom call
where you'll have one of the high level
support team member who will get on
the call with you, and then they'll help you
get everything set up. The other way is
for you to click on this question mark icon on
the top right hand corner, and then you can start a Zoom call with them or you
can start a chat with them. I would say those are
the best ways for you to get in front of someone, especially if you
have an urgent issue. You can also raise a ticket, but I recommend just starting a quick chat or
a Zoom call. All right. So the next step,
we're going to start to white label this
for your business. What that means is we're
basically going to use your own
branding and domain. And so here's how we're going to get everything
set up. All right. So first of all, I want to go through there are two
kinds of dashboards. So I already have most
of my stuff set up, but I'm going to basically
show you what you'll need to make sure to set up on. So we're going to go to settings and then we're
going to go to company. And then you want
to make sure to have the company name, email. If you have the phone
number, put it in here. You want your website
to be in here, and then make sure to choose these categories
and the niche y. So all the ones that are in red, those are going to be the
required information, so make sure to have those in. And then here is where you
can white label the domain. So right now, the domain is
under app dog high level.com. So if I want to
use my own domain, then I can easily do it by
just adding my own subdomain. To set that up is
very, very simple. So all you have to do is add in your domain and
then in front of it, put the name, whatever name
you want in front of it, and then end it with a period. So I recommend just
using app.youdmain.com. Okay? So, something like
that, you can do that. And when you're ready to add it, you'll just click on the button, and then it'll show
you exactly how to do. Okay? Once you have your
white label Link setup, you can easily access the software using
your white label Link. So basically, it'll
have your own branding. So you can see here
I have my logo, and then I'm using my own
domain for the software. So it's going to look very
professional because you have your own logo and you have your own domain
for the software. Also white label all of the domains that this
software will produce. So what that means
is, for example, if you have a calendar ink, right now, if you
don't white label it, it'll say leconnector.com
slash A, right? But you can make it
your own domain. So I would just put
link dotdmain.com. And then it's the same process, connect it to your hosting site, and then you'll have the two
domains Whitlabel, okay? Make sure to also have your logo here so
that it changes here. Otherwise, the go high
level logo will be the one that is going to be showing
up on the top left, right? Now, the next thing
we want to do is we want to make sure to have the
address and the time zone. This is super, super important because we want to
make sure that it's the right time zone
or else all of the messaging and the emails, they're
going to get messed up. So this is very applicable for not just the agency
but also each sub account. So when you're setting
it up for your clients, make sure to put in
the correct time zone. Otherwise, the
automations, the emails, those are going to be
triggering at the wrong time. Leave the rest the way it is, but I would just copy
what I have here and just check off the ones that you need to
check off. All right?
12. Team Access: Next up, we're going
to add team members. So we come to settings
under Agency account, and we're going to come to team. And this is where you're
going to have all of the users that are
inside the software. So that includes
your agency users as well as the sub
account users. So subaccounts are going to
be where your clients are. You'll be able to see all of
those users in here as well. Now, I'm going to tell you about the different types of roles
that we have as a user. So you have the agency type
and the account type, okay? And then within the role, you have user admin, and owner. There can only be one owner, and that's going to be
the account that you set up when you sign up for
the high level software. And when you are adding admins, you can add admins for your agency or you can add
admins for specific accounts. So when you add agency
admin accounts, those accounts can access all of the sub accounts that you'll
have in your software. And then when you
add account admin, those accounts are
only going to have the admin access to a
specific sub account. Okay? So let me give
you an example. So I have my team
member here who has access to all of
the sub accounts. So if they need to troubleshoot within a specific
clients account, then they can go in
and they can do it. Okay? Now, if I go
to account admins, those are typically going to be the admins for that
specific sub account. So if you want to give your if you want to give your
client an admin privilege, then you add them
as account admin. So here's how you'll
add a new user. You're just going to
click on Ad employee. You're going to fill
out their name, their email, phone
number, all of that. Here's where you can update
their roles and permissions, and you can give them agency access or you can
give them account access. Now, you can also
give them access to specific features
of the account. So if let's say that I hired a website builder and I want to give them access to this
specific sub account, but I don't want
them to get access on anything else except
for the website stuff. So I can turn all these off and just keep all
the website stuff. So maybe I'll give them blogs. I'll turn these off.
And then I'll give them access to
funnels and medias. Okay? So that way, this person who's going
to be going in to the account will
only have access to these features
and nothing else. Alright, that's pretty much it. If you have any questions regarding users roles
and permissions, then refer to the high
level support document, or you can get in
touch with them via a Zoom call or a live chat.
All right. See you next one.
13. Setting Up Business Phone: Alright, we are now going
to set up our phone. So I'm going to go down to settings under
phone integration. It's going to give
you two options. It's going to ask
you if you want to use Lee Connector or Twilio. I recommend using Lee Connector because this is
native to high level, and you could use Twilio, but I found that it's
pretty difficult to set up everything because you'll have to create
a Tilio account, and then you have to bring over, like, some of the
configurations from Tulio. It's just quite a mess. So I usually just stick
with k connector. Okay. So once you
opt in to Connector, you are pretty much
good to go from there. And every new sub account
that is being created, it's also going to
use Lee Connector. So make sure this
is enable as well. Alright, so when you're
done setting this up, we're now going to purchase a phone number and help you
get that phone number set up. So we're going to come over
to one of the sub accounts, and then we're going to go to settings under phone numbers. We're going to purchase
a phone number. So you can see here that I
already have a phone number, and when you're ready to
purchase a phone number, you just click Add
number, add phone number, and then it's going to do a search for the different
numbers that are available. I usually like using
the local number, but you can also do toll
free. It's really up to you. You can also search for numbers that are in a
specific area code. So I like two oh two because that's where
Washington DC is, and that's where my
business is located. So I do a search. Oh, you want to make sure that it's going to be the
first part of the number. And these are all
the Washington DC phone numbers that
I could purchase. Okay? Now, this is the
next important thing. We have to get ATP compliant. This is basically
a compliance thing within the United States where hall numbers have to be approved if you want
to send text messages. So the account doesn't
have the ATP compliance, then you're not going to be
able to send text messages. Will still be able
to make phone calls, but you can't send
text messages. So to get the approval
for the ATP registration, we're going to come
to Trust Center, and then we're just
going to go through the process of filling in
your business information. So just go through these steps. I also have a guide here
that you can refer to, make sure that all of the
information is correct, or else they will reject it, and you'll have to
resubmit it again. Okay. So you'll have
to make sure to do it for the brand as
well as the campaign. Okay? So just go
through the steps. It's pretty
straightforward. Once you got those two things approved, then you'll be able to
start sending out SMS text.
14. Setting Up Business Email: Alright, it's time to
set up your email. So we'll start with
the agency setting. I'm going to go to setting, and I'm going to go
to email services. So this is where
we're going to set up a dedicated domain
to send emails from. So you can see here, I've
already have one setup. You can create multiple
dedicated domains if you like. Basically, the way it works is you're going to click this, and then you're going to
add a domain, right here. And what you'll do is you'll
have your root domain, so that could be goreach.com. And then the subdomain, you're going to add a
subdomain in front of it, which would just be you
could say something like email and
then put a period. So this is what we
call a subdomain. You have a word here. And then ending with a period
and then your roof domain. Okay? So when you're
done with that, you're just going to
click at and Verify. And then what it's going
to do is it's going to connect the DNS records. So we'll just click Continue. And right now it's finding
the provider details. I bought this domain
from Cloudflare. It's automatically going to
connect it to Cloudflare. All I have to do is click
on authorized domain, and I have to first log
into the Cloudflare first. So when I'm done logging in, so now it's going to ask me to authorize adding
these DNS records, and all I have to do
is click Authorize. And then it'll get
automatically added, and then I would just come back here and you can
also do it manually, of course, if it doesn't
automatically do it. And once you're done with
that, you'll verify it. And then when it's active, it'll say that the share IP is active and the SSL
will be issued. Okay? So that's how we set
up the dedicated domain. Now we're going to set up the
emails for the sub account. So I'm now here
in a sub account, and I'm going to go to settings. I'm going to come over
to email services. So by default, whatever dedicated domain that you've set up in your agency account, is going to be what shows
up as a default provider. So what that means is, if you have additional clients
that you're bringing on, this will be the
default provider unless they add their
own dedicated domain. So keep that in mind, okay? So again, it's the same process. You're just going to add the dedicated domain here
under the sub account. Alright. So if we want to
connect Gmail or outlook, what we'll have to do
is log in as a user. So right now I am an admin. You won't see this menu
called My profile. So I'm going to log in
as a user. All right. So once you're
logged in as a user, you'll see this new menu in the settings
called My Profile, and what you'll be able to do is then connect your
Gmail or outlook. So under my profile, you just click on let's
say you have Gmail, you just click on GML
and then click Connect, and then it's going
to ask you to connect to a Gmail account. And that's the same process
for outlook as well. All right, that is it for
setting up your emails.
15. Importing Your Agency Snapshot (Website + Automation): So one of the beautiful things
about being in this group is that you don't really have
to build out your websites, missions, emails, all of that. We've already done
that work for you. So all you have to do
is just import it. Okay? So this is for if you have your own high level agency
account or the SAS account, you can easily just import
it into your account. So basically, all you have to
do is click into the link, and then another
window will open up, and it will ask me if I want
to import the snapshot. And then all I have to
do is just click, yes. And then from there, once
you're done with that, then you will go into
your sub account of where you want that
snapshot to be installed into. So, for example, if I want to add it into
this account here, I will just click into it, and then I'm going to wait for this action menu up here on
the top right hand corner, and then I'll just click
on those snapshot, and then you would just
find that snapshot that was previously
imported. Okay. That's pretty
simple. Now, if you have an account with us, meaning if you have a sub
account with us and you don't have the agency level
account with high level, this snapshot would
have already been installed for you
inside of your account. So all of the website,
emails, automations, all of that should already
be in your sub account. All right? But if it isn't, feel free to reach out and
we'll get that sorted out.
16. Connecting Domain: Alright, this is going
to be a quick one. Once you are ready to publish
your website or funnel, you're going to connect
it to your domain. Okay? So to do that, we
want to come to sites, and then we want to click
this gear icon up here. And we're going to add our
domain in here. All right. So make sure that you have
your domain purchased, and if you still need to
purchase your domain, you can do it here
or you can use other sites like
Namecheap or Cloudflare. All right, so I'm going to add my domain here, goreach.com. And then it's going
to ask me if I also want to add the
www dot. I will say. And then I can add
the records manually, or I can have it
add automatically. So I purchased this
domain on Cloudflare, so it's going to ask me
to authorize the domain. That way, I don't
have to manually add all of the DNS records, and it's going to look
something like this, and all I have to do is
just click Authorize. And then once I do that, it's going to populate
in this area here. So here is an example of when
you have the domain added, you'll see that I have both easiclub.com and www
dot, easiclub.com. Both of them are
linked. And if I want to change the default
page, I can do that here. I can change it to any of the
funnels that are in here. And the other part
is the XML side map. You know, I wouldn't
mess with it right now, but you can also update the side map in
here as well, okay? Other than that, you can also
update the default 44 page. You don't really need to, but you could update
this if you want. And then you could add
the robots dot TXT code. I don't know much about this,
so I wouldn't mess with it. I would just leave it as it is. All right. See you
in the next one.
17. Picking your PERFECT Niche: Alright, you might
have heard the phrase the riches are in the niches. So in this video,
I'm going to show you how to pick
your perfect niche. Alright, here's what
we're going to cover. First, I'm going to tell
you why this is one of the most important decisions that you'll need to
make in your business. And then we're going to
cover the one thing you'll need to know before
picking the perfect niche. Then I'm going to give
you the proven framework for when you are
picking your niche. And then I'll also give you
some examples on some of the easy and difficult
niches so that you have a pretty good idea of which ones to go after
and which ones to avoid. Then we'll go over where
to find the niche data. So basically, this
data would have all the information
about the business, including the
contact information so that you can reach
the decision maker. And then lastly, when you are deciding to make a
switch in the niche, I'll tell you when you should do it and when you should not. All right, let's dp
write it. All right. So choosing your
niche is probably one of the most important
decisions you can make. Here's one of my other videos, I talked about how it's so easy to start an agency and
it's speaking friendly. So one of the
problems about having such a low barrier to entry is you're going to have
a lot of competitors. Working with a specific niche helps set yourself apart
from your competitors. Here's why. The longer you
work in a specific niche, the more you'll understand it. And so this depth
of knowledge will help you get better
results for your clients, which means more
clients for them, more money for you,
and more referrals. Are going to be able to
speak their language, which also means that
you're going to be able to become
their go to expert, and that's going to allow
you to charge for more. So think about this.
Would a surgeon make more money than
a general doctor? The answer is yes, of course. Why? Because they're
specialized. And lastly, this is probably
the most important thing. It's going to help you
productize your business. So how we're going to
do that is we're going to build it once
and we're going to replicate it using snapshots
for each of the clients, which means that you
don't need to start from scratch for every new
client coming in. And that's how
you're going to be able to scale your business. For example, if you're building
websites for contractors, you're going to be able
to know exactly what the purpose of their
website is, right? So with contractors, they
want more book estimates. They want people reaching out to them for their
contracting services. So I know that when we
put their phone number on the top of the website, in large, it helps them. It also helps them when we put a form uptop nice and large, and I know what kind of verbiage to use on
the contact form. Also know how to build the
layout of the website. So you want to be able
to build everything just once and replicates the funnels
and workflows, websites, et cetera for each client, all you have to do is
figure out the systems, the workflows, and
text messages, emails one time and use that
for all of your client. So for example, when you sign on a chiropractor and
then a law firm, and then a cupboard cleaner, and then a plumber,
then every time you bring on new client
into your business, you're having to redo
their entire workflow. So contractors go to people's
homes and do estimates. Whereas for dentists,
people come to the office. That's a different type
of workflow, right? So every automation, every text message
is going to be different for each business, and what you're
going to have to do is just rebuild
that for everyone. So that's why we want to
productize and pick one niche. So what works better
is let's say that you pick kitchen remodeler and let's say that you understand
that they have to go to the person's property to make an assessment and then
give them an estimate. Now, on the website, you will know how to speak as a kitchen remodeler and then you
will know what to say in, let's say, the emails
and the text message. See for one kitchen
remodeling company that the funnel, the workflow, and the things that work well
for that specific company, you can also cross
pollinate and then take that and implement
it for another company. For example, when we added
appointment booking, we added literally
just a calendar in a funnel for clients. And when we did that
for one client, it was working so
well. So, guess what? I implemented it for a
bunch of other clients. I told the client, Hey, we
already have this process. This system that we built out, can we just plug it
into your business? So again, this allows you to productize your business
as best as possible, and it's relatively
copy and paste. Of course, there are some small
tweaks and you'll want to make it as closely as possible
to the business itself, but you don't have to
start from scratch, and you don't have
to ask clients a bunch of questions
about their business. Now, I'm going to tell you
the one thing that you need to know before picking
your perfect niche. And that is, if you
are just starting out, you shouldn't niche
down just yet. Most people don't
know what type of businesses they're
going to like working. One of the biggest
reasons why I say you shouldn't niche down
yet is because people, when they're first starting out, they really don't understand or know what type of businesses that they
like to work with. And a lot of the times, this will happen when
you're just coming into the digital marketing world and you'll start your agency, you'll start working
with clients, and then you'll start to
see what you'll like you'll find that you'll
like working with the construction industry
a lot more than, let's say you are with
chiropractors, right? Knowing the differences between white collar and
blue collar will help you understand which ones you might gravitate
towards the boost. So with white collar niches, you're typically going
after working with doctors, attorneys, accountants,
anybody that typically has to go to school or get some kind of
specialized training. Now, with blue collar niches, these guys are going to be a
lot easier to get on board. They're going to
be easier for you to be able to get them results. They're going to be
a lot more mellow, a lot more straightforward
and be direct. These are typically folks
who are very hardworking. They've had their
businesses for years. They probably built
everything from scratch. And so these folks are going to be a lot
easier to work with, a lot easier to get results for. And so you have to decide
what most resonates with you. You might find that working with a blue collar
business owner like Rufer might not be the type of client that you
want to be working with. So maybe you might resonate more with working
with accountants. Oh, that's just and so this
is just an example for me to tell you that you
might not want to niche down completely
right away. And what you want to do is try out two to three
different niches, more than likely within
the particular industry. And so that's where you're
going to be able to get the best types of results,
feedback and data. And then you'll be able
to figure out, Oh, hey, I enjoy working with
this type of niche, this type of business,
and then you can go ahead and
start niching down. So, again, if you are
just starting out, I do not recommend niching out. So, again, if you are
just starting out, I do not recommend niche down. I recommend working with at least two to three
different types of niches so that you can get a better understanding and then be able to select which one you resonate with the most when you start getting
more and more clients. There is no perfect
niche because every niche has
the good and bad. So, for example,
in my experience, I've worked with
solar businesses, and it's relatively easy to
get appointments with them, but they're really
hard to work with. Most of them have
sales background, and so they can see that you're trying to
sell them something. And so they give you a pretty hard time when you're trying to pitch
them a solution. Also pretty impatient and it just wasn't a good time
trying to work with them. I also worked with lawyers. Now, they are harder to get in front of because they're
usually very busy, but they do have the money, and when you have an AI solution that would help their business, then you can charge
for more money. Now, plumbers and roofers, these people could benefit
from your services the most because they're just typically like a one man person. They're usually out on the job. And they're usually very busy, but you need to be able to speak their language. You
can't confuse them. You need to get to the
point and you need to let them know why your AI solution makes most sense for them without using all the
technical jargons. So my recommendation
with this is play to who you are and
your competitive advantage. So what I mean by that is, so let's say that you worked in sales in a roofing business. So then you want to go after roofing businesses because you understand the
business quite well. Let's say you take a
lot of dance classes, then maybe you want to
work with dance studios. It doesn't have to be hard.
You're actually talking to a lot of business
owners all the time. For example, if you go
get a haircut, right, you're seeing the
barber, and a lot of the times the barber
is the business owner. Let's say you get your
haircut every two weeks. And so you're seeing how
that business works. And so it's pretty
easy for you to get a good understanding
of the business just by paying for their
service and using. Ahead and think about what
kind of businesses you're constantly in contact with
and then make a list of them. Those are going to be
the types of businesses that you probably know
really, really well. And so you can start to
see what kind of gaps and what kind of shortcomings that they have within
their business, and that's where you're
going to come in and you're going to be
able to implement systems that are going to fill
in those gaps so that they're able to make more
money or save money. So one of the things
you should try to understand is industries, niches and sub niches. Be within the industry so when we look at the
different industries, these are going to be the top level industries
like healthcare, home services,
legal, real estate, construction, entertainment, automotive, and then there's a bunch of other
industries, right? But for the most part,
this is the type of business that we're going to be targeting in the local space. Now, look at the right
hand side over here. When you see that the
industry is at the top, and it goes down to
niche and sub niche. And then sub niche. And so
and so within the industry, we have specific niches. In the healthcare space, we have pain doctors, chiropractor,
dentists, right? And so these are the types
of businesses we can target. And then we can
go to sub niches. That's where we can get
even more specific. Let's say we want to go
after cosmetic dentists, which is going to be
very specific already, and it's a specific Let's say we want
to go let's say we wanted to go after
cosmetic dentist, which is very specific and it's a very precise
type of clients. So it's under the
healthcare industry, and it's under the
niche of dentist. And then the sub niche
is cosmetic dentist. So this is the best way for us to target different
businesses by going after very specific
services or sub niche. Instead of targeting just all of the attorneys or any
attorneys that are out there, we say, Hey, let's focus
on divorce attorneys. And let's say with real estate, instead of focusing on agents, we can work with real
estate investors. We can work with
mortgage brokers, right? So in the home
services industry, we can work with
clients that work with chimney repair,
kitchen remodel, home remodel, landscaping, and then in the
automotive space, we can work with car dealers, auto body shops,
mechanics, right? So understanding the hierarchy here where we have
different industries, we have a specific niche
under that industry, and then we have the sub we can work with specific businesses
like cosmetic dentists, divorce attorneys, right,
or real estate investors. That's when you're able to
really differentiate yourself and be able to set yourself
apart from the competition. So let's look at the easy, moderate and difficult niches. So these are going to be some of the easiest niches to
target accountants, dentists, personal trainers, insurance, appliance repairs. Anything that revolved around the local space that is easy
for us to get results for. And then you have
the moderate niches that are going to be
like pain doctors, attorneys, massage
therapists, et cetera. Just think about at each
level of difficulty, the level of
sophistication increases. So, for example,
when someone that has an appliance repair company, more removal company or
construction company, they're going to be
easy to get results for because their business
is pretty straightforward. Now, the reason why these
are easy niches is because the services that they provide are super easy to understand. As far as being able
to get them new leads, new opportunities, it's
pretty straightforward. So let's say someone is looking for a personal trainer, right? They can immediately get
that person on a call, have that person come
in for a free trial, and then same thing
with appliance. One is looking to get their
appliance fixed, right? It's pretty straightforward.
For the modern niches, this is typically where you're going to have longer
sales cycles, like, for example,
with real estate. It's fairly easy to generate
leads for these guys. However, the sale
cycle is pretty long. Let's say someone is
looking to buy a home, they may not actually want
to buy the house for three, four, six months down the road. And so as these niches
become more difficult, that's where you're going to
have longer sales cycles, higher levels of sophistication. So when we go into
the difficult niches, we have coaches, course
creators, ecommerce. This is where you're
going to have to really understand sales funnels
very, very well. It takes somebody that really
understands and knows how to create these specific types of funnels in order
to get them results. And so what we want
to do is we want to go after the easy or
the moderate niches, because we're able to
sign in very quickly and then be able to get them
results in their business. You'll find that
a lot of the home service businesses
are some of the easiest to work with and are easiest to sign
on as clients. Get results for,
because oftentimes these people are already looking for these types of services. So, for example, you can
do advertising for them, and that's the best way to be able to get these
guys results very, very quickly because
we're able to put ads in front of people that are looking for their
kind of service. So with that all being said, how do we actually go
about choosing a niche? So I want you to
consider these things. First is if they
actually group together. You are thinking about working with someone in that niche, are they actually raising
their hand and saying, Yes, I belong in this
group or a niche, right? So earlier we talked
about industries. Maybe you want to work within the healthcare industry, right? Maybe within that
healthcare industry, maybe you want to
work with a dentist. So a dentist would raise
their hand and say, Yes, I am a dentist. But they might not raise
their hand and say, Yes, I am in
healthcare industry. So they will probably
associate themselves as a subgroup within
that larger industry, and we call that i Alright, so this next one is
very, very important. You've got to consider
if they actually have the ability to invest in the services that you're
going to be offering. So a big indicator of this
is understanding what the lifetime value
of the customers or clients of your
potential niche is. And when I say lifetime value, I'm meaning what does your clients customer
actually pay them, right? Do they actually have a high
ticket product or service? So let's try to compare
two different businesses. Maybe one of them is a florist, and their typical
average order value may be relatively small in comparison to a plastic as opposed to maybe
a plastic surgeon, where their average value of the customer is
much, much higher. So you want to be thinking about this when it comes
to something like, if I can help my clients bring on a few more
of their customers, then I can add significant
more amount of value as opposed to maybe a type of client that has low ticket
product or service. So it is going to be much, much easier for you if you're working with clients
that actually have the ability to invest
and the budget to work with you and pay
you on a monthly basis. So definitely keep that
in mind. Super important. The next thing to consider is if there are enough of them. Now, while it is important to be specific in who
you're targeting, I recommend doing a bit
of a market research to see what the market size is
and how many businesses are so that's how you're
going to be able to see if this niche will actually support the growth and scalability
of your business. We do want to be specific in the niche that
we're targeting, but not too specific or not pick a niche where there's not
enough businesses to work with. Alright, so the next one to
consider is if there are industry associations within
your particular niche. This is pretty important
because, again, this is an indication of
if they group together. Raise their hand and say that they are in a particular group, it's going to be much
easier for you to identify them and then potentially getting out in front
of those people. So what I would recommend is joining these types
of groups if you can. And so it's going to be
the best way for you to get in front of the people
in your target market, and this is a very high
leverage way to do that. You could potentially
figure this out by going on LinkedIn and maybe type in the name of your
industry and seeing if there are potential
associations that pop up, different groups that pop up, and you could do the same
thing within Facebook, and then you can even
join these groups. So, for example, I'm
on Facebook right now. And I can just
search for dentists. And I would just
filter by groups. And you can see
here that there are so many different types
of groups that I could join that are specifically
for dentists, networking for dentists
in California, dentists and dental
folks, right? And some of these groups
have thousands of members. Like, this one has over
11,000 members, right? This one has over
49,000 members, right? So try to join these groups, and you can then get in front of these dentists who are
also business owners. Those are potentially
going to be the people that could become your
clients. Alright, let's back. So this next one
is figuring out if they have periodic events in
which they come together. So this can be achieved by doing a little bit of Googling
in the name of your niche, see if any events pop up. And again, this is another
high leverage way that you could see if there are digital events or
in person events. And these could be ones that you could potentially
be joining, doing a bit of networking, and then getting out in front of the people in a
very high leverage. So this last one, in my opinion, is probably the
most important one because you want to
make sure that you have some level of
understanding about that niche and also if
you like that niche. These are going to be
the businesses that you're going to be working
with day in and day out. So you want to make sure that
it's something that you're actually interested if you have a background in this space, maybe you work in
this industry before, this is going to really give
you a leg up when it comes to understanding how
that business works. This is going to help
you be relatable to them when you're speaking
their tribal language. And that's going to be
the key point here. So definitely keep that in
mind and start thinking, Okay, what have I done in
the past? Who do I know? Who am I interested in? You're picking a
niche that is well aligned with what
you're interested in or your background
or your experience, it's going to be much, much
easier for you to be able to work with the business
owners that are in that space. So with that all being
said, we've actually gone ahead and done a lot
of the heavy lifting in terms of creating a list of niche ideas that match almost, if not all of the criteria. So we've included them in here. I'll be sure to link this
resource in the description. But if you go ahead
and look into it, I believe we have
I believe we have about 150 different niche
ideas and examples. And again, I mentioned
almost all of the niches on this list are going to match
pretty much all of the criterias that I've
outlined in the previous slide. So what I would recommend is spending a bit of
time going through this list and figuring out
which ones resonate with you, which ones that
you're interested in, or have a background or affinity in and maybe some experience, and then make a short list, maybe highlighting some of the ones that you're
really interested in, and then ultimately just
narrowing that down to one or two options that you think will make
the most sense. So do your research,
do your Googling, look up stuff, go to Facebook
groups, look up LinkedIn, look up the different
groups there are out there, and join them, figure out the market
sizes of the industry, figure out how many businesses in that niche are out there. And assuming that you
pick a niche that checks out and match
all of the criteria, let's go ahead and
commit to that niche. So hopefully, this was
helpful in providing a little bit of light in
terms of picking a niche. I will see you guys
in the next video.
18. Designing Your Service Package: All right, so I want to talk
about how you can design your service packages and what you can start
offering today. So as I mentioned in some of
my other previous videos, there are so many services and things that you can
actually offer to clients. And so just keep
in mind that there may be some crossover with regards to specific
functionalities for features or benefits. So there's pretty much
an unlimited number of different combinations
on ways that you can package the
services and price. So over the course of
this program, of course, I'm going to give you
specific examples of ways that you can take some of these
services and package them with the right pricing
and start offering them. Just know that what we're
offering and what we're showing you guys are just
some of the examples. Their templates, the
frameworks, the structures. You guys can treat them
as a starting point. And then, depending
on the business and the clients that
you're working with, you may want to restructure or repackage these offer
in different ways. So keep that in
mind in this video. First go over some of the core principles that you guys should keep in mind when creating your different service packages. So with all of that in mind, there are a few core
characteristics that each of your service
packages should follow. And the first one here is
having a single focus. So each service should solve
a clearly defined problem. The second one is
having a set price. So each service should
have a set price, and the only way to really deviate from this is if you sign up for more services or have longer contracts
with the client. So the pricing should
be something that you display on your
website so people can easily find it and know exactly what it is and
what they're getting. Transparency here, and
we're pricing this in such a way that we're taking all of those factors
in consideration. You know, pricing according
to the target market, who the buyer is, what our services are, the
value that we're adding. So we have a clear set price
that is clearly defined. Next, we have set each
deliverables for each service. Each service has specific
set deliverables with defined boundaries. Anything out of the scope is either decline or you can
bill it as additional work. So we want to make
sure that our clients know that for that set
price that they're paying, they know exactly what they're getting and also what
they're not getting. So we're clearly defining
those boundaries. And finally, for this last one, we're not trying to
trade time for money. So services cannot be
based on time value chain. We discussed this before
and we'll discuss it again. Goal here is to create
scalable business model. So in order to do that, we need to break the
time value chain and to make sure
that our services are not trading time for money. So please keep that in mind. There are a few key steps
that we need to follow when we're creating our
various service packages. So the first one
here is to name it. Maybe giving you
specific examples and services that
you could start offering and their named in such a way that is
universally recognizable. But in order for you to
have success with it, I challenge you to make
it unique to yourself. Maybe you want to change the name of the different
services that you're offering or the
different packages based on your own
business, your own values. It depends on what your theme
is and who you're serving. So come up with unique
names that differentiates your business and services from everyone else
on the market, so that you're not
compared to anyone else. You don't want to come
off as a commodity. What you have is unique, it's proprietary, and
it's your own making. So next, you want to describe your service by single purpose, exactly what it does
and what the outcome is that is being achieved
by your service. Next, you want to
define exactly what is being offered
with your service, along with defining what
is not being offered. So, again, we're setting
those boundaries and from defining what is
actually going to happen, and if the client
wants something outside of that boundary, then you want to build
them the extra amount for something that is excess
or outside the scope, and you want to
define exactly what happens when they
want to do that. And this last step
here is to price it. So again, there are going
to be some key factors that come into play when
we're thinking about pricing, which we've touched on
a little bit before, we'll continue to touch on those factors throughout the
duration of the program. We want to keep our
ideal target customer and our target buyer in mind. So we want to remember
that we're targeting the system's buyer that is in the middle
segment of the market. So those are going to
be the individuals who need help with the system. And they have some
money to spend on this. They don't have a ton of time,
and they need someone to implement a relatively
customized system for them. And it's going to be
done in a scalable way. We'll also touch on a few
factors that come into play on how we actually
price our services. So if you go to the offer
vault section of this program, I'm going to give
you some examples of specific packages that you could start offering right away. These are services that a lot of other agencies are offering, but our unique spin
on this is we're going to automate a
lot of the processes, and we're going to use AI to help us with
fulfillment as well. So the last thing I
want to leave you guys is with this quote
from Elan Musk. He says that you get paid in direct proportion
to the difficulty of the problem that
you're solving. So, the more value you
bring to the table, to the clients that you serve, the more value you're going
to be able to generate for yourself in the
form of income, in the form of earning potential,
in the form of freedom. So, the more that you can
increase your expertise, the more that you can actually implement what you're learning and execute everything that we're teaching in this program, the more value
you're going to be able to generate
for your clients, and the more value you'll ultimately
generate for yourself, which ultimately
is going to amount to the increase in how
much you're getting paid. So the way that this relates to maybe your pricing
when you're thinking about your service packages is in the beginning might
want to start out by offering your services at a slightly
lower introductory rates just because you're
just getting started. But the more experience
that you gain, the more you become an
expert in the field, in the service that
you're providing, and the people that
you're providing it to, the more value you're
going to be able to add, and therefore, the more you're going
to be able to charge. That's when you'll
be able to increase your prices and you'll be able
to offer even more value. So hopefully this
all makes sense. Just be sure to keep these
different characteristics and principles in mind as we think about
how we're going to structure our different
service packages. And if you go to the
offer volt section, I'm going to be
providing you with some specific
examples of ways in which you can get
started on some of the service packages
that we recommend. But again, everything is
just a starting point, so feel free to create your own, name it the way you want
it to, and make it unique. You can take certain elements of the different services and package them in different ways, price them in a different way. It's really your business, so you're free to package
it however you like. Ultimately, you want
to make it your own, and this is going to be what
leads you to your success. So thanks for
watching this video, and I'll see you
in the next one.
19. OFFER VAULT: Website as a Service: All right. In this video, we're going to be discussing how you guys can offer
websites as a service. I truly believe this is absolutely wonderful service to start offering to your clients
for a number of reasons. Alright, let's get into
it. So why sell websites? First of all, every
business needs one. Every business owner
that you talk to are aware that they
need a website. So it's really hard
to argue about this. It's essentially a hub for a businesses online
presence, and identity. The first place that people go to when they first look
up a business online. It's basically the epicenter of what the business
is doing online. It's really only a piece of Internet that you really own
and have full control over. So you may hear some people say, Hey, I don't really
need a website. I have my Facebook page, I
have my Instagram page, right? But the reality of the
fact is that they have no ownership over those
profiles and those pages. I've seen so many people get their social media accounts shut down for one reason or another, and you're absolutely at the
whim of those companies. Let you have a profile
on their platform. And then if for whatever
reason, at any given time, they can decide to shut down your account or make
changes to the platform. And so there's always
a chance that you no longer have access
to that profile. So it's super important
that a business has their own website that they
actually have control over. So as I mentioned, the website
is typically going to be the first thing
that people look up when they first want to
learn about a business. So, for example,
if you're talking to someone and they
want to look you up, the first thing they're
going to do is go to your website to learn more about your products or services, right, to learn
about who you are, about your business, and so on. So it's super
important to have one. But your first
impression matters, and the website provides that
first impression presence. And so having a good
website provides a first good impression
on your online. The next thing, and this
is super important, a website can act as a foundation
for client acquisition. So this is great for
us because we can offer websites as a
foot in the door offer. And when you set up an amazing
high converting website that ties into a more
robust, complete system, we can also tie it into some of the other
services that we can easily upsell once you have a website
built for someone. It's a perfect subway
to lead them into maybe some of the other services that we can offer as well. The next thing is that websites are fast and easy to deliver. So the beauty of the software system
that we're working with is that there's a very robust
website builder in there, and it's super quick and easy to actually build
out all these websites. You can do it based on templates specific to your industries. You can build it with AI, and all you'll have
to do is really just swap out a few images
and some texts and some logos and you'll
be able to deliver a fully built out website in
a very short span of time. Other amazing thing
about this is that we can actually structure
our packages and pricing in such a way
that we can offer very attractive prices that will allow us to have a
really high margin. And then finally, this
is also really amazing. And then finally, this
is also really amazing. Website clients typically stay
with you for a long time. So website clients
are very sticky, and they almost will always
view this as a utility bill. So think of the last
time. So think of the last time that
you switched up your Internet provider or, you know, your electricity
power provider. Not very often,
right? And you're paying that bill
every single month. You don't really
even think about it. So it's really the
same ways that your website clients
view the bills with a monthly
subscription that they're willing to pay for to
access to the website. And so it's basically
just like a utility bill. They're going to be
paying for it month after month, year after year. They know that they
really need that website, and they're not going to be
thinking twice about whether they should stop paying you or switch over to somewhere else. So overall, websites are really attractive service
that you could offer to your clients from
their perspective and from the perspective of
you as a business owner. So with all that in mind, let's dive into the value
proposition here. First of all, 40% of SMBs, small to medium
sized businesses, don't have a website at all. So there's a large
segment of the market that's out there that are
operating their business, and they don't even
have a website. And also, 95% of those people that actually have a
website are basically just having a static
billboard on the web and not really a system for attracting new clients
or new customers. So the one big distinction
you should know is that some people think that having a good website is just
about looking pretty. But one of the primary purposes
of a website is actually the capturing of
lead and convert them into new customers.
And so think about it. A large segment of the market first doesn't even
have a website, and the ones that do
don't have a website that actually is supposed to capture leads and convert
them into clients. So this is where we come
in and add value, right? So here's the value proposition. Going to say, our conversion
optimized website attracts more customers
to your business, which serves as a foundation of an X attraction system designed specifically
for your industry. Now, we call it X
Attraction system. We want to make this a unique
name because it's going to be your unique
proprietary system. So it could be client
attraction system, it could be patient
attraction system. So we just want to
make that name unique. Now, your website is going to be the first base that your
prospects and customers go. You now we have a system for capitalizing the
first impression that your website will make to anyone who's looking
up your business. Otherwise, you're
going to risk losing business to your competitors. What we'll do is we'll set up an entire system for you fast and start helping you capture more customers for
a monthly fee. This is where we can
let them know that it's not an expensive project or or there's no
slow design process. You guys might be familiar
with the website design, website creation industry that in general, the
service providers, these service providers
are offering it at a really expensive
kind of upfront fee, like 10,000, $50,000 for
the website project. And then the design process
is also really slow. And so the amount of
time that it takes for this project to really get
executed and get delivered, it's sometimes
painstakingly slow. So throughout this process, so throughout the process
that we're teaching you here, you're going to be able to turn around these websites very, very fast in a matter of days, not weeks, not months, and we're switching up
our pricing structure so that rather than charging
a huge amount upfront, we're splitting that
into monthly fees. We're splitting that up
into flat monthly fees. With a flat monthly fee model, we can offer it we can offer it at a really
attractive price point. And again, this will be a high
profit margin play for us. So overall, just note that
when you're comparing this service with what the
industry is currently doing, what we're offering here is a very attractive
fiery proposition for a lot of the customers and the clients that we're
going to be working with. So moving on to how we're
going to package it. Number one, we're going to
create a website for you based on proven best
practices in the industry. Customized this site will be optimized with
systems to attract, capture and convert prospects
into opportunities. We'll also optimize
it for search engine rankings so that when someone
is Googling your business, you're going to be the
first one to show up. Also host it, update it,
and maintain it for you. We'll give you access to a CMS, so you can make updates
to the content. So if you're not familiar
with the term CMS, that just means
content management. In other words, a
website builder. So this is actually
something that you can give your clients access to
the website builder, so that way, they can
go in and they can make tweets and updates
whenever they want. And this service will start
as low as 97 to 297 a month. So with this, I would probably recommend charging some
form of upfront fee. So maybe in the range of
500 to $1,000 upfront, especially when you're
first just getting started, this upfront fee is going to help with you getting
some cash upfront. And then from there,
there's going to be some ongoing maintenance fee or hosting fee somewhere
between the range of 97 to 297 a month. So again, as I mentioned
in the previous videos, the amount that you're going to be able to charge is going to be dependent on the
number of factors. Like, for example, the type of clients
that you're going to be serving and some clients are going to have
a higher budget. They might have a higher
lifetime value client. And in addition, I
mentioned a lot that when it comes down to how much
value you're adding, it really comes down
to the experience. It really comes down
to your experience, your expertise,
your body of work. So the more that you know, the more that you start
practicing with this, the more experience you'll get, the more case
studies you'll get. And then from there,
you're going to be able to create a kind of
portfolio that's going to be a lot
easier for you to be able to charge
higher price points. Alright, so now I'm
going to show you how to fulfill this service
in a fast, easy way. Alright, we're going to go to this AI automation software, and we're going to
create a website within just a few seconds. So we can start from scratch, but we can also choose from thousands of templates
that they already have. For example, if I
type in plumbing, I can already see that
there are plumbing websites that I can deploy
for the client. And you can see here
all of the layouts, all of the colors, all of
them are already built out. I just have to update
the text, right? I can also use AI so
that it comes up with a fully built out website
with all the text in it, right? So here's how it works. Going to choose to put in
the name of the company. Let's just say plumbing bros, and I'm going to pick an
industry which is plumber, and I'm going to use it so
that it generates more leads, and it's going to be
a persuasive one. Alright? Let's see what it comes to act with. So check this out. This AI has built me a
full blown website, right? And all of the copies have
already been written out, and I can always
choose to update the images because they're
not super relevant. But again, look at
all the coloring, all of the layouts that's been
built out for you, right? Even the testimonial
section, right, and the FAQ. Once I make a few
changes to this website, I can provide this website for this plumbing business
that doesn't have a website. Think about how much value
you're already providing. So, all in all, I think
offering websites as a service is an amazing
service for you to offer, and I've given you so many
reasons in this video. I just wanted to give you
a high level overview of what this service is, how it works, and then give you some guidelines on how to
price it, how to package it. So hopefully, this was helpful, and I will see you guys
in the next video.
20. OFFER VAULT: Virtual Receptionist as a Service: All right so one
of those specific service packages that you guys can offer right away is called Virtual
Receptionist Service. So at a high level, the Virtual Receptionist
Service includes us implementing a system
for our clients that we're working with to
capture the callers that are calling their business
automatically via voice or SMS. So the goal is to engage with those opportunities
and get them to schedule an appointment
or potentially convert them into happy paying
clients and customers. So the way we do this
is by leveraging the AI voice agent and the conversation AI functionality
within the software. So basically, we set up a smart number for
our clients business, and whenever someone
calls that number, the AI is going to pick up that call or if the person
is texting that number, then the AI agent
will also be able to text back in real
time and be able to respond to any of the messages that are being
sent also be able to set up various automations
on the back end to automatically engage
with them as well. So we can set up sequences to either reactivate
them, recapture them. And again, this is ultimately
helping our clients turn opportunities into more business by leveraging AI and automation. So this is an awesome
service for us to provide because it's relatively
quick and easy to set up. Be able to generate and provide quick wins for our clients
that we're working with. And most importantly, there's a great disproportionate amount of value that we're offering and providing for our clients
in relative to how long or how much work it takes to actually
fulfill on this service. Alright, let's look at
some statistics here. So we can see here that, according to a study done
in cooperation with Google, 68% of phone calls to small
businesses go unanswered. That means that there's
a lot of revenue being left on the table. So
just think about that. So if you guys
ever tried to call a business and it was
during their work hours, but you aren't able
to get ahold of them, it could be pretty
frustrating, right? And sometimes you want to reach them even after the
business hours. So a lot of the time, you
probably won't end up working with that business if you aren't able to get
in touch with them. So that's the same concept
that's going on here. If you look at the sets here, 68% of the phones go unanswered. So that's a huge amount of opportunity that's
being left on table. So we can come in
here and implement this simple system for them and help them recapture a lot of
those opportunities. Research shows that waiting
just 5 minutes to respond to a lead will reduce the likelihood of that
lead by a factor of ten X. So this is the concept
of speed to lead. So the faster that you can
get in contact with the lead, there's a much
likelihood that they're actually going to be able
to do business with you. And 75% of customers actually
skip leaving a voicemail. They won't even give you
an opportunity under normal circumstances to actually
get in touch with them. So what that means is,
if that person calls you and you miss that call and they don't
leave a voicemail, they're pretty
much gone forever. And then you have
here, roughly 85% of the people whose calls that
you miss don't call you back. So once they're gone,
they're gone forever. And about 70% of the
people will stop dealing with a company whose
customer service is weak. More than 60% of them will go on to do business
with a rival company. So not only are these businesses losing out of
potential customers, those potential customers
are actually going to be doing business with their
competitors and their rivals. So this is even a
bigger pain point for those businesses that are not only losing out
on their business, but they're losing them
to the competitors. And that's a huge pain point. Also, according to one survey, 67% of customers cite bad
service as a reason for churn. And so if you're not familiar
with the concept of churn, it basically just means
that your customer will drop off and stop
doing business with you. So with all that
being said, here's going to be our
valid proposition. We're going to say, Hey, Mr. And misses business owner, statistics show
that if you aren't able to help a
potential prospect, you lose them as a client. And so, you know, in this economy and
in this day and age, you really can't afford not
to have a system in place and lose out on all of
these opportunities and these potential customers. So with the virtual
reception and service, we can connect with
those potential customers who are calling you automatically and immediately to get them engaged
with your business. And this is extremely critical, especially if you're
running on a leaner staff. And you're probably not going to be
available all the time. You're busy, you're
running your business, you're wearing multiple hats, and you're most likely just focused on providing
amazing services and products that you
actually don't have the time to be available
to answer these calls, probably especially
during outside of the business hours
and on weekends. There are so many people calling you, trying to get
in touch with you, and the companies
that are accessible ultimately win more business. So what we'll do is we'll go ahead and set up
this entire system for you and start helping you capture more of
those opportunities. So, guys, this is basically
the value proposition and the pitch in a nutshell. And you can see here
that it's really a valuable value proposition, and it's the kind that's really hard to argue and hard to deny. So moving on to packaging. So this is going to
be how we're going to package our service. We'll say, so what we'll do is we'll set you up with
your own Smart number. And then from there,
we're going to use our proprietary campaigns
customized just for you. So, guys, these campaigns
are going to be basically the snapshot that we prebuild
and provide for you. So we'll go over all of those different automations and workflows later in the program, but just know that the
majority of that is already pre built and
ready to go for you guys. We'll also give you access to the desktop and
mobile system, so you can manage conversations
anywhere and anytime. So this is basically
referring to the Universal inbox that
is in the software. So I'll speak about it again, but this is such a huge value add that you guys are
offering to your client. They probably have so
many communications across different channels
and being able to consolidate all of their
communication channels into just one platform that they and their team
can access anywhere. That's another
massive value add. And the service starts
at just $97 a month. Again, guys, this is just going
to be purely a guideline. You guys are free to price it and package it
however you want. Different packages could include certain bundles of
messages and calls, and then from there, you
can delineate the packages. So if they need
additional messages, they could potentially
upgrade to a higher package and so on. Just know that
everything you see here is totally customizable, and I highly urge you guys
to make this unique to yourself all the way from naming to pricing and to packaging. So what I provided for
you here is just an idea. It's a starting point, and you're free to use
this however you want. But again, I highly urge you guys to customize
it, make it your own, make it unique because
it's going to ultimately increase your chances of
success with all of this. So now I'm going to show you
how we're going to set up an AI igent and we're going to focus specifically
on the voice agent. But the conversation agent is
also very similar. Alright? Let's get into it. So what we're going to
do is create a voice AI pigent and you can create
as many agents as you want. So we're going to
create a new one. I'm going to name this one
Dentist receptionist AI. Okay. And the business name
will call it Smile Club. Alright. And then we're able to choose different
types of voices. I will keep Samantha's
voice for now. And then you can choose between inbound call
and Alban call. Alban call is being
developed right now, so we'll just pick inbound call. And then for the initial
message of the agent, we're going to update
the name to smile Club. Next up, we can choose to collect the
contact information, so we can choose
to collect name, email, address,
and contact issue. We can also have it
trigger a workflow, which basically means
that after the call, it can trigger an automation,
which is really powerful. You can also receive email notification to any of
the people that you choose. And then we can choose to have it be linked
to a phone number, and you can also set the
working hours of the agent. I could say they are
available Monday to Friday, 8:00 A.M. To 5:00 P.M. And
then I'm going to save this. Now the next thing
we're gonna do is we're actually going to
test this agent out. So let me put my
phone number in, and we're going to
have it tested out. Hey, you have
reached Smile Club. How can I help you today? Hey, can I make an
appointment for key cleaning? I can help with that. Al, could you please
tell me your name? San. Just to make sure
I've got it right, your name is BAN.
Is that correct? No, it's San SAN. Got it. Your name is MAN. Thanks for clarifying.
Could you please provide your email address
so we can contact you? 443-123-5678. It seems like you might be
giving me a phone number. Could you confirm
if that's correct, or if you'd like to provide
your email address instead? Oh, sorry about that. I mean, the email address is an@aol.com. Thanks for that. Just to
confirm your email address is an@aol.com. Is that right? Yeah. Great. A team member will reach out to
you soon to schedule your teeth cleaning appointment. Is there anything else
I can assist you with? No, that's it. Alright, Sam, thank you
for calling Smile Club. We'll be soon. Have a great day. Thanks. Yeah, overall,
the call went great. The AI handled the
call really well, and this is going to be a game changer because
there's no more need for a human being to take that call that
initial call from P. So hopefully, this was helpful, and I'll see you in the
next video where we'll talk about some of the other services
that you guys can offer.
21. Scaling with Outreach: All right. So in this video
and in the following videos, we're going to be covering
how to get clients and more specifically how
to get clients by implementing a scalable
outreach system. Alright, let's get
right into it. So there are typically
two approaches when it comes to your outreach. The first is going to
be the manual approach, and the second is the
automated approach. Now, there are pros and cons
to each of the approaches, which I'll cover in a
little bit. Both work. However, I do want to note
that automation will allow you to scale and gather data
quickly and easily. And also, for most of you
here in this program, you're probably going
to want to focus on the automated
approach to outreach, and I'll cover why in a second. So when it comes to
manual outreach, here are some pros and cons. So some of the pros are
going to be that there is little to no additional
investment required. It can also be a more
personalized approach when you're sending
out the messages, but the cons here are that it can be quite time intensive. I know that a lot of
you in the program don't have a lot of spare time to allocate to
spending on outreach. So doing some manual outreach could work in the
very beginning. But if you are looking
to really scale, it can get pretty
time intensive. And with that, ultimately, in the long run, it may not be the most scalable approach. Now, on the flip side of that is our automated
approach to outreach. The pros are that it
will require much, much less time on a daily basis. Once we have all of
our systems set up, it's going to be
much more scalable. So if you're in this
program and you want to learn about
AI and automation, I assume that you
are the type of person that wants
to scale listening to generate a significant amount of monthly return revenue. So the automated
approach is going to be the vehicle that's going
to allow you to do that. Now, in terms of cons here
and to be quite transparent, it is going to require
additional investment. And so in either case, you are going to be
paying with something, whether you're paying
with your time or paying with an
additional investment. Now, we're not talking
anything too massive or too huge of an
investment here when you're comparing the costs
and the benefit of how much time you'll be saving versus how much money you'll
need to put into this. Well, in my opinion, it makes so much more
sense to implement this auto another con is that in relative to doing manual
one on one outreach, the automated approach could be considered less personalized
than the manual approach. Now, we are going
to cover ways where you can implement a good
amount of personalization, even if you're doing automation because we're going
to be using it, but I wanted to just highlight some of the pros and cons here. So in either case, whether you're implementing
the manual approach or the automated approach, how you're going to
find those clients is going to be
relatively similar. So the first place I would look at when you're trying
to find clients is absolutely going to be to
leverage your personal network. So think about who
you might know. Maybe it's a friend,
a family member, a colleague, a friend
of a friend, right? Someone in your personal
network that you may know that you could
potentially reach out and start doing
business with. These are going to be the
people that you know. These are going to be people who potentially already
like you, trust you. They're going to be the
ones most likely to be willing to give you a shot and start doing
business with you. So I would say that that's the lowest hanging
fruit that you'll have. And so these are going
to be the group of people that you should
absolutely start with in terms of the first people to reach out and start
doing business with. From there, the next category of businesses that you
may want to consider looking is to contact the
businesses in your local area. So similar to the
businesses that you might already have some kind of personal
connection with, businesses in your local area also share something
in common with you. So at the very least, you know that you're located
in the same area, and so there's a
certain level of trust, knowing that you guys are from
the same geographic area, and maybe you've been a
customer of this business. Maybe you already like the
products and services. Maybe you already know about their business pretty deeply. And so you can make
some suggestions or add some value in that way. So I would say that's definitely another way that you could find and get in touch with businesses that you share something
in common with. From there, you have Google. That's going to be
your best friend. You can absolutely find businesses on Google
based on search terms. So you can search for terms
that are within your niche. Another great resource is taking advantage of directory sites. So maybe you want to
look at sites like, Y, if you're in the
real estate space, you might want to look
at sites like Zillow. You could look at thumbtack if you're in the home
surface space, and so there are so many more, but directory sites provide
a targeted way for you to reach out to a lot
of the businesses that are in the specific
niche or industry. And so definitely
consider taking advantage of some
of those directory. Finally, you can absolutely find businesses on social media. So a lot of the
businesses these days are going to have some kind
of social media presence. So whether that's on Facebook, Instagram, LinkedIn,
YouTube, Tik Tok, Pints, whatever it may be, you need to start thinking
about what is my niche? What is my industry, and where
do they hang out online? It could be a school
community that they hang out at or
Facebook group, right? So you want to start
asking yourself, how can I potentially
get into the minds of my target customer and look for them where they're spending
their time online? And throughout these
training videos, I'm going to provide
some specific tools and processes for you to be
able to prospect at scale. In broad strokes,
these are going to be some of the
primary ways that you guys can go
and actually start finding businesses in
your target market. So with that in mind, for
the sake of this program, these trainings we're
going to primarily focus on will be implementing
scalable outreach systems. We have a few basic steps, and these steps are
going to be around prospecting and actually finding the businesses in
your target market. The process overview for the automated approach is going to follow a few simple steps, and step one is going
to be prospecting. So actually fining businesses
in your target market. Step two is going
to be scraping. So when I say scraping,
what I mean is basically taking whatever
publicly available information is out there and then using certain tools to actually collect and gather that contact information for certain businesses based on certain criteria that we've set. And then what we're
going to do is export that information
onto a spreadsheet. From there, step three is
going to be validating. So what we're going
to do is take that data that we've actually
scraped from step two and then taking that
contact information like emails and phone
numbers and then running them through a specific tool to validate those emails to make sure that they're actually
active so that we can potentially reduce the
number of bounce emails. And the reason why we want to do that is so that we can protect our sending reputation and ultimately prevent our emails from landing in spam folder. So step four is going
to be copywriting. If you're not familiar
with the term copywriting, it's basically just
a fancy word for the text of your sales
and marketing message. So it's what we're
actually saying in our outreach messages when we're actually reaching out to
our prospective clients. And then step five is going to be putting all the
pieces together and actually implementing and launching our automation system. So with all these
steps, depending on what tool that
we're actually using, these steps can
actually be combined because one tool can
actually do them all. And so I'll tell
you exactly what that tool is and how to
use it in later videos. I also want to highlight why automation is going to
be super important and absolutely be the key
to success when it comes to getting clients and really scaling your
business model. So, first, I mentioned
this before, but it's going to save you
massive amount of time. Basically, we can load up
a lot of the work upfront, do the majority of the setup
process ahead of time. And then once we set up
our automation system, we can essentially run this like a machine that's going to be running in the background
like clockwork. It's going to be reaching out to people in your target market, your prospective clients,
day in and day out. So whether you're doing
it manually or not, I know a lot of
you out there have a lot of things going
on in your lives, whether it's your day job or family life or some
other commitment, you're not going to
be able to carve out the time necessary to do your outreach manually every single day and
be consistent with it. I promise you that. I tried it. And so by leveraging automation, we can save you a lot of time. The next thing is by
leveraging automation, we can contact a much higher
volume of business owners. So at the end of
the day, you get out what your outreach produces. What I mean by that is the more people you
can reach out to, the more opens you're
going to have, the more replies you're going to have and ultimately
more clients. And so by leveraging automation, we can really scale
up the number of business owners that we're actually getting
in contact with. So next, we're going to be
able to guarantee consistency, even on days when you're busy with other
responsibilities. So consistency is
going to be one of the most important factors when it comes to
your success here. As I mentioned, maybe you
don't have time to carve out a couple of hours to do outreach every single day and be
consistent with that. So by having an automated
system in place, we can guarantee that
consistency every single day. The next point here is that our follow up messages are actually baked
into the system. So this is really,
really important because the more that
we can follow up, the more that we can stay on top of mine and more that we can increase our chances of having our open
rates to be higher, having our reply
rates to be higher. All the downstream metrics which are going to ultimately
allow us to, again, close more clients
and make more money. So one thing I noticed in my experience is when you're reaching out
to a lot of people, I notice that they actually don't respond to
me until my third, fourth or fifth follow up. And so it's important to
be doing those follow ups. As I saying, right, the
fortune is in the follow up. So by having an automated system in place that does the
follow up for you, it's super important that we're leveraging all
the capabilities. And the follow ups and
the follow ups need to happen whether we're doing it
manually or automatically. Alright, so this next
one is super important. Setting up this automated
outreach system is going to give you the experience of
setting up your own systems. It's going to help
increase your confidence as an AI automation
agency owner. And what you're doing is you're
getting your hands dirty. Setting up a lot of these
systems and software tools, you're going to have a
much deeper understanding of how the process works. And really, like I
said, it's about increasing your confidence so that you know what you're doing, and it can come across that way when you're
talking to clients. And then you have
this last one here, which is pretty
awesome because not only the system is going to
help you get more clients, this system in itself
can be something that you could get paid to implement for
your own clients. Doing this form of
automated outreach, when you're speaking
with prospective clients and they're
telling you that they're struggling
with lead generations or client acquisitions, and that's a huge
pain point for them. Maybe you can set up
this system for them. And so this system
in itself can be something that you could get
paid to implement for them, which is a huge massive value so this is something
that you want to invest your time in really learning and understanding how to
implement this yourself. So for the sake
of this training, make sure you're in
front of your computer, make sure you know quiet place, and be ready to take notes,
write down your questions, write down what you're learning
because the next set of trainings are going to
be very, very important. And I'm very excited to
share all of this now, there are two types of
outbound audiences. The first one is cold, where we're contacting
people who don't know us, and then warm is where you're contacting
people who do know you. Those are going to be
people in your network, your friends list, et cetera. Now, the two types of campaigns
that we're going to be talking about are cold
email and LinkedIn. We're going to
talk about knowing which one to pick
really quickly. So for co email, we might choose it if our market isn't as
active on LinkedIn. So businesses like local
service providers, people like HVAC owners,
plumbers, painters, et cetera, are
usually more easily accessible via email than
they would be on LinkedIn. However, on the flip side,
we would choose LinkedIn if our target market is more
corporate or professional. I mean by that would
be decision makers that work for bigger
corporations, VPs of sales, Ps of marketing, IT departments,
consultants, et cetera. Those folks tend
to have stronger email filters on their emails, so it's going to be a lot harder for your email to
land their inbox. However, they do tend to be
more active on LinkedIn, so it will make more
sense for us to go down that road of LinkedIn to
contact those types of people. Now, you might be wondering, well, what about using both? Now, we suggest you only pick one to start because we're going to be able to pick both once we've maximized the
effectiveness of one. What we want to do is minimize the variables that would need tweaking as you iterate the
messaging and the campaigns. So you can leverage both
to maximize the exposure and the results after you land your marketing
message on one. Okay? So in the later videos, we're going to break down
both Cold email and LinkedIn, so I'll see you in
the next video.
22. Setting up Automated Email Outreach: All right. So in this video, I'm going to show you how
we're going to set up our automated outreach
system for email. Okay? So in my previous video, I talked about the
five different steps that you have to go
through prospecting, scraping, validating,
copywriting, and automation in order for you to set up the automated
outreach process. So we're going to use this
tool called Instantly AI, and this is going to be the tool that is going
to help us do all of the different things that are mentioned in the
steps here, okay? Are a lot of tools
out there that you could use to do outreach. I found that this software is the one place where you
could get everything done. So you can get started for free, and the way that they work
is they basically give you unlimited email accounts for you to warm up
inside of instantly. And then they also
have a section where you can get the leads
where you don't need to go to other databases or hire someone to
scrape leads for you. So if you're just starting out, you will probably just
need the growth plan. When you are ready to
start scaling and start uploading more people
to reach out to, then you can start getting into the higher packages. All right? So let's log in and let me show you how to
get everything set up. So let me first give
you an overview of what the technical
setup looks like. So we have to first buy domains and then create
accounts within those domains. And the reason why we want to do that is because we don't want to use our main domain
to send out co emails. Because at some point, there's a chance that your
account might get flagged, and when your account
gets flagged, your domain also gets impacted. And so we want to basically create what we call burner
domains so that we're going to be sending
out emails through those email accounts that
are linked to those domains. Now, we're also going
to have to set up SPF, DKIM, DMark. Don't worry. These are pretty simple to do. And then you're also
going to have to set up custom tracking and then set up your forwarding
to the main domain. Alright? These are the steps that you need to take when you are trying to set up the co
email account on your own. Now, what Instantly does is it basically helps you create all of those process
automatically. So how I'm going to do that is I'm going to go over
to email accounts, and I'm going to start
by clicking A New. And so if you already have
the emails already set up, then you can just connect
to the existing accounts. You can connect to
Gmail, outlook, and if you have some
other providers, you can do it through
IMAP or SMTP. Alright. But they have this
done for you email setup, which makes it super, super easy for you to be able to
get everything set up. So basically, the way it works, is they will buy the domains
for you on your behalf, and then they will automatically set up all of the
things that are needed. So everything that is mentioned in the
technical setup here, they'll be able to do all of
that for you automatically. I'll have this in the
description so that you can go through it yourself if that's something that
you rather do yourself. But I truly recommend for you to go through with the
Done for you email setup, especially if you are just
starting out. All right. So the way it works is we're
going to click on this, and then what it's going
to do is it's going to ask me to either type in the new domain that I want to create or I can also search
from existing domain. So I'll start with
the new domain. If the domain that I want to create should have the
word easy AI in it, suggest different domains
that I could purchase. So you have Word easyAI,
global EasyI, right? And I can also filter
it based on if it has.com, dot co or.org. So I mostly want to use.com, so I'm going to
unchuk the other two, and then I'm going to
have these options, okay? So let's just say that I am good with all
of these domains. I can also search for
more if I want to, right? And then let's just say that
I like these ones here. So now I have one, two, three, four, five, five domains. And the total cost of buying those five domains
is going to be $75. So basically, the way it
works is they charge you $15 for the domain, and this is at an annual price. So you get to keep this
domain for the entire year. So that's usually along the line of what other domain
providers also charges. They're really not making
a lot of money from this. So I recommend
just going through this process here instead
of having to buy it through places like Ninche or get Go Daddy or some
other places like that. Okay. So let's just say
that I want to pick five domains that I want
to purchase. So $75. And then the next thing
that we're going to do is create the email accounts. So normally, you'll
have to create email accounts on your own separately from where you
bought the domain, right? So, for example, if you wanted
to create Gmail accounts, like GSuie accounts,
then you'll have to sign up through
GSuie separately. But here, this process makes
it easy for you to also get the emails directly
from this portal here. So first, we're going to
create the forwarding domain. So this will be to
your main domain. My main domain is email easclub.com. So
that's the main one. And then this is going
to be the name that I use to create my email account. And then I'm just
going to put my name, and then it's going to
ask you if you want to create the emails for all of the domains that we're
going to be purchasing. Let's just say yes. So add. It's going to create all of the Gmail accounts based on all the domains
that I purchased. And the price for that
is five bucks a month. So this is also along the
same lines of if you were to buy through GSuite it's
also around the same price. I think it's $6 right now
if you buy through G Sue. So it's actually a
little bit cheaper. So the domain annual
price is going to be $75, and then the $25 would
be for the emails. So now I would just pay $100
to get everything set up, and they're going to create
all of the accounts for me. They're also going to set up
all of the DNS propagations. Everything's going to
be set up in one place. So this is where I
truly recommend. Instead of having to, like,
set everything up yourself, which could take hours, I would just recommend
going through this process. And once I place order, then I'm going to be
able to see all of my domains in the
account section. So now, once you
have your domains purchased and your
emails accounts set up, we're now going to
create a campaign. So I'm going to come over
to the campaign area, and then I'm going to
create a new campaign. So we'll call this C outreach, and then we can say
this is a AI offer. Alright, so I'm going
to click Continue. So let's first add some
leads into the system. So I'm going to click Add Leads. Now, I can either add
through CSV Upload. I can enter them manually
or I can use Google Sheets. Or if I don't have
any leads to upload, I can also use the
system inside of Instantly to find leads.
And it's super easy. All you're going to
do is simply search for the avatar of who you're
looking to get in front of. So let's say that I want to
work with executive coaches. That have at least
ten employees. It's going to basically just
search for that criteria, and then it's going
to show me all of the people that
are in that space. So you can see here
executive coach, PWC, US Veterans Affair, IBM. You can also see the email
that they're associated with. So obviously, like, this
is not perfect yet, and I want to refine it further. So you could say, I don't
want companies that have over 10,000 people
inside of the company. So now it's going to filter
that down even further. So now we're now getting into
the small business round. So, right, let's just say
that I'm good with this list. If I want to just
select this page, which will have 25 records, I can export just
25 or if I want to export all 4,653 leads, then I can do that,
and I can also automatically add them to
the campaign that I have. So let's go ahead and
upload the first 25 emails. So what I'm going to
do is select this, and then I'm going to
add to a campaign, and then we're going to
select our campaign here. Make sure this is checked off. And then if you want
to enable Evergreen, which basically
means when there are new leads that fit the criteria, based on your search,
then it will continuously add those leads
into the campaign. So for now, I just want
to add those 25 leads. So I'm going to click
Add to Campaign. So now we have those leads added. I'm going to open it up. And then if I go
to the LEADS tab, now I have all of
their information, their email, their names,
the company they work for, their website, title, their
social media profiles, and some other
information that are going to come in handy later when we're trying
to personalize. And it's also verifying all of the emails to make sure
that they are valid emails. So that way, your email
account is protected, and so that's ultimately
what we want. It's going to do all of
that for me automatically. So now I come over
to the sequences, and then these are going to be the different emails that are going to be sent out at
a interval that you set. So let's set up our
first one here. So in my other video, I talk about how you're
going to be able to write the messages that are going to be for
sending code emails. You can also refer to
the template examples so that you can write your
messages. All right? So what I'm going
to do now is just copy over what I have
in the template. And so this will
be my first email. So what we're going
to do here is we're just going to format
it like this, and then I'm going to
basically just put spacing and turn these
into paragraphs. Next we have these
placeholder values. So what we're going to do
is we're just going to replace them with
an actual variable. So I'm going to delete
the first name, and then I'm going to come over to where it says variables. And then I just have to match where it says
first name, okay? And then industry, same thing. I'm going to click variable, and then we'll go
click Industry. And then with signature, we're just going to replace
that with the signature here. And lastly, we're
just going to add their first name in
the subject line. So this makes it more
personalized when they're reading the email. So I'm just going to paste
that in here, right. So now we're good
with the first email. We're going to now add a next step for the
next set of emails. So the first email is
going to get sent out, and then basically, we can
set up different rules. So what this says
is the second email will get sent out after one day. You can leave the subject line to be the same as
the previous one. So I recommend
doing that. You can also change it to a
different subject line. It'll basically send
as a different email. If you just leave it the
same as the previous one, then it'll basically be more of like a reply to that email, that initial email
that you sent. So I will just keep it as it is. Now we're going to bring
over the second email. So I'm going to format this Okay. And then same process, we're going to update
our variables. Okay. Awesome. So we're
just going to then add the rest of
the other emails. And then in terms of setting up when to send out
these sequences, I would recommend just doing every two days for you
to do a follow up, or you could change it 2-3 days. So that way it looks more like someone is actually
taking their time to um, you know, wait it out
before you get a reply. So change 2-3, and
we should be good. All right? I'm going
to say this. You can also create what's
called variance. So this is basically AB
testing the different emails. So if I click on
this, I can basically write out a separate email
that I want to test. Maybe you want to test
out the subject line. So in that case,
I will just keep this to be the same, right? And then you will have a
different subject line. So maybe instead of saying, first name, can I interview you? You could say,
interview request name, right, something like that. And then you can kind
of see, which one has a better open rate. Okay? The next thing we
can do is we can also schedule the emails to be sent out at
certain time frames. So we can say 9:00
A.M. To 6:00 P.M. Eastern Time, Monday
through Friday, right? You can also send
on the weekends. I would recommend just
sending it on the weekdays. So it will look like
you're sending emails during normal business
Alright, and then lastly, when we are ready to
launch this campaign, we want to come over to options, and then we're just
going to choose the accounts that we want
to send these emails from. So I want to just choose these accounts that
I already have set up. They're currently
not active yet, but I'm going to just
have them ready to go. And then I would just
keep this option enabled, where if you get a reply, then it would not send out the other emails. So
keep that enable. You also want to
enable tracking. Now, if you see that
a lot of your emails are either not getting open or they're
getting sent to spam, then I would just disable it. But in the beginning, I
would just enable it, but it's really up to you how
you want to go about this. So delivery optimization,
I will select this. So that way, it's not
using any kind of HTML. And if you're just
sending out if you're sending
emails as text only, then there's a higher chance
of them getting delivered. And we want to keep Daily
limit to be 180. That's fine. And then when you're ready, you're just going
to click Launch. Alright, so that
is pretty much it. I want to congratulate
you for making this far. We have now successfully
created your campaign, and now it's going to be
launched and it's going to start sending out hundreds
of emails every single day. I know this is not a
super simple setup. I try to make it as
easy as possible. But if you're not
a techie person, then I know some of these
things can go over your head. So I'm glad that you've
made it this far, and I'm glad that
you're taking action. Now we are on our way to
sending out hundreds of emails every single day to the people that we
want to work with. And it's going to save
us so much time because all of this process
is being automated, and now we are really
getting closer to achieving our
financial goals. All right. See you
in the next one.