Convert, & Retain Your Ideal Clients. Make More Money When ... · Once you have done the work, you should be more insightful about your business, organized and confident to take the

Make More Money When You Create

a Signature Customer Service Experience for Your

Clients & Streamline Your Business to Attract,

Convert, & Retain Your Ideal Clients.

PROFIT PLANNER 2.0. BUSINESS PLAYBOOKfor Service Based Professionals & Entreprenuers

www.wendynicoleanderson.comWendy Nicole Anderson

Congrats, You Made It.Now Let’s Get Down To Business

COPYRIGHT 2016 ALL RIGHTS RESERVED www.wendynicoleanderson.com

In business, you want to create products, services, and a customer service

experience that speaks to your client’s ambition, solves their problems, makes

them feel valued and at ease.

Content is king in business, and your marketing strategy is what gets you seen,

heard, and paid. Structure will provide a framework for you to create without

limitations.

This profit planner serves as a framework to help you think about the WHY behind

the WHY and provide you with business growth strategies to ultimately reach your

money goals.

Anyone can make a sale, but a profitable business owner is clear on why they are

doing what they are doing and defines how they want to serve a specific

demographic (audience).

If you are talking to everyone in the marketplace, then you are talking to NO one.

When you can answer these questions without flinching or second guessing

yourself, then you are ready to build a profitable business.

You must take the time to understand your genius and the people you want to

serve. Being detailed oriented is the best way to build a sustainable business. A

profitable business is not built on shooting blanks and guessing. It’s built on what

makes sense to you and your ideal clients.

I will later reference them as your client avatar. As you go through this planner, it

will strike up many emotions. You will not want to think things through. You will

want to censor yourself. You will want to wait to answer some questions and you

will want to wait to take action.

Don’t fall for the okie doke. Do the work. Don’t skip over anything. You don’t have

to do things in order, but you must complete everything. Certain questions are

designed to inspire you to come up with additional ideas and action items to grow

your business and questions that you need to ask yourself and your audience.

Confidence and clarity will come as you answer the questions. Your first answers

may not be satisfactory. That is ok. You must start somewhere.

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Being a perfectionist will not make you money. Execution and clarity will. This

planner was created to help you eliminate the “I Don’t Know Factor.”

Once you have done the work, you should be more insightful about your

business, organized and confident to take the next steps to grow your business.

Remember a website, product, and services cannot be created, defined,

marketed and sold without content and a plan.

So let’s get you clear and and concise so you can experience never ending

payment notifications lighting up your inbox and smart phone. After you take the

time to go through this planner, you might find that you are not sure what your

next steps should be.

Go to http://bit.ly/30minfreesession and book your complimentary session so that

we can talk about what’s next for you.

Success Requires 4 Things1

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3

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Decision Success does not happen by default. Success is a planned event that

you decide to achieve.

ClarityTaking the time to understand the Why behind the Why will allow you to

develop a blueprint complied of action items to pursue your goals.

Time Success takes up space. Make room for it.

Resources Tech tools, information, and accountability.

How to get the best use of this Profit PlannerRelease all or nothing, pie in the sky goals. Get specific and intentional. Allow

yourself to make progress, not perfection. Move the needle to create sustained

change.

“Stop waiting for the perfect time to pursue your goals. Success is Messy.Deal with it or live a life of regret.”-Wendy Nicole Anderson

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What To Expect In The Profit Planner 2.0Table of Contents


Brand Clarity

Client Avatar

Profitable Website

Editorial Calendar + Copy

Money Makers

Signature Customer Service Experience

Business Growth Stratgies

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Brand Clarity


(The why behind your inspiration and your message to your client avatar)

It is important that you take the time to understand what you believe and define

your desires. Doing this exercise will help you to craft your signature messages to

communicate with your client avatar and help you to eliminate blocks and create

in a manner that is progressive. Let’s dig into the core of who you are and what

you want. Fill in the blanks.

How do you want to feel?

In your health

In your finances

In your relationships

In your business

In your overall sense of self confidence

Sometimes we need to let go of or clean out what’s no longer serving us to make

room for what we want to attract. In cleaning out or releasing the old, we make

room for the new. This could be your closet, your inbox, negative

thoughts/people/environments, forgiving a grudge, your desk, etc. Everything is

energy, so you need to let go of the old you are energetically making room for

new and better results to find you.

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What do you need to let go of or clean up in your life?

What will you gain when you let go of these things?

What is your story? Who are you? Note: In business clients are curious about the

mastermind behind the brand. Introduce yourself. Let them know that you are

human. Share what is relevant. No need to get too personal unless that is what

you desire, but share in a way that you position yourself as a subject matter

expert, be personable and relatable. All communication should always serve a

purpose. (Hint) Speak to their ambitions and/or problems. Let them know that

they are not alone and that you get it. Remember a person is coming to you, your

website or storefront because they believe that you have a solution. People buy

solutions.

What experiences that you have had in your life will help you relate to your

clients? Think about stories of overcoming adversity; your first jobs, travels,

family, relationships…what will make people feel comfortable doing business with

you?

Identify what you do best. Brainstorm and make a list. Think in terms of how you

can be an asset to your client avatar.

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What do you want to be known for in the marketplace?

Because you are an entrepreneur, you should understand the core of what your

client needs and desires. So make a list of their most pressing concerns and then

identify what service or product that you offer could help them to solve their

problem. Perhaps this exercise will inspire you to create a new offer. The bottom

line is you should be able to match their needs/desires with a feature and benefit

that your service/product offers.

List 10 ways your service or product can help your client. Define exactly how it

enhances the quality of their lives. Define why they need it. This exercise will help

you with sales copy, talking points, call to actions and social media promotions.

Why is it important to you to become a profitable entrepreneur? How will your life

change when your business starts bringing in the cash?

How do you describe what you do to clients? What is your message or elevator

pitch? It’s time to create one. Three essential parts to a pitch: Who are you? What

do you do? How do you help people?

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What will you do with the income that your business generates?

Money comes to you on assignment. It is important that you have an established

goal in mind of how you will use the money once you earn it. This method helps

you to stay focused on the prize. What is your MONEY GOAL for this year?

What inspired your business idea?

What is your slogan? What does it mean? How would you explain it to your client

avatar? If you don’t have a slogan then what do you want to be known for? What

is your vision for your business? What is your BIG picture? Don’t limit yourself or

worry about the HowTo’s just write freely and honor your desires.

Do you have multiple business ideas? Yes or No. List them in order of interest.

And lastly, only PICK ONE to develop right now. Sorry multipassionate

entrepreneur you must stay focused. Writing them out will help you to streamline

your efforts later.

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What problem do you solve for your clients? (How do you help them?) Example:

(1) I help my clients streamline and automate their business to attract, convert,

and retain clients. (2) Monetize Their Ideas (3) Create multiple streams of passive

income.

You have determined how you help your client avatar now what is the process

you take your clients through to reach the solution that you provide? List the

steps. Don’t skip this.

Regardless of what your competition is doing or whether or not it has been done

yet in the marketplace, what makes sense to you in your business? What do you

want to achieve and why? Write out your business goals? What experience do

you want to create for your clients?

How will your products and services differ from your competition? Take 3 hours

and really evaluate three (3) competitors. You need to understand what they offer.

If a potential client informs you that they are considering working with your

competitor, then you need to know how you differ from what they offer, not to

bash, but to educate and empower your client. Based on what you know about

her/him then you need to lead with the appropriate recommendations.

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What are your strengths, skills, passions, and values? (For better words, what

comes easy to you and what is important to you?)

How many hours are you committed to working on your business? How many

hours do you WORK your business now? Be Honest. What will you focus on in

those hours?

What is the process to evaluate areas of opportunities in your business?

(Meaning how do you determine what is NOT working?)

Who will keep you accountable to implement your business strategies?

How do you determine if you are productive or not? Decide that now, so that you

don’t waste time when you are supposed to working on a project and need to

meet a deadline. And yes, as an entrepreneur all of your GOALS should have

deadlines.

How do you define productivity? I am not looking for you to look up the word.

What results would make your feel productive? What action steps do you need to

take to accomplish those results?

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Client Avatar


(What you need to know about your client so that you can make money?)

Clients are only looking for answers to their questions. Peak your client avatar’s

interest first, then move them towards a sale. You have to understand what your

client is looking for.

By targeting them instead of the world, you will save yourself a lot of time and

money. Client Avatar is a profile that you create from an existing set of desires

and facts. It's a combination of a real person and someone who you would like to

work with.

Think in terms of who you are best equipped to work with (your ideal customer)

and dig deep to consider the mindset, emotions, and behaviors of your client

avatar.

I can not stress this enough your Client Avatar is also a REAL person. You should

seek to connect with persons who exemplify what you are looking for. Taking time

to understand what motivates their buying habits will give you insight into your

ideal client’s needs, wants, fears, and desires.

To some extent, you are a version of your client avatar. Humans only relate to

what they understand. If you can understand a person, then you are equipped to

help them. If you cannot answer the following questions with ease, then I

recommend that you hold 10 to 15 free sessions with perspective clients and get

to know their needs and desires so that you can create solutions to help them in

the future.

Think in regards of personality, lifestyle, income bracket, A type, freethinker,

educated, culture, etc. Take the time to understand the language that your client

avatar uses. Understanding their decisionmaking patterns is critical to your

business. In some regard you mirror your client avatar, you can properly serve

them because you understand their core.

So when I ask you to answer selfreflection questions, it’s purpose is to help you

take a deep dive and discover that you are equipped to help your client achieve

their goals.

When we go into business for ourselves, we automatically want to create an

experience that doesn’t exist. Whether it’s a service or product what you create is

unique to your perspective.

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Who is my product or service NOT for?

What do you worry about? What keeps you up at night? What does your client

avatar worry about?

What stresses you out on a regular basis?

What stresses out your client avatar?

What do you secretly fear? What does your client avatar secretly fear?

What is your client avatar’s thought process? Imagine what the conversation

sounds like in their head when they are processing information to make a

decision or forming an opinion. What does your client avatar value? What makes

your client avatar happy?

In business, what makes sense to your client avatar? In other words, in what

format would your client prefer to conduct business? In person or online and what

does that look like? Define it. What’s the worst case scenario that could happen if

your fears come to life?

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Shift your focus from shit hitting the fan to “the controllables” Focus on what you

can control and what you want to achieve. Fact: SHIT WILL HIT THE FAN. That

is business. How you decide to respond to an unforeseen incident will determine

how fast you regroup and move forward.

What do you secretly wish that would change about your life?

If you had a problem, would you be willing to pay for a solution? What would that

solution look like? In other words, what would motivate you to pay for a solution?

Now I am going to go deep with this one….I asked you this question because I

need for you to create your copy, services, and products from this perspective

with your ideal client in mind.

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Branding + Client Attraction ChecklistWhen it comes to connecting with you ideal client, it can be hard to know where to

start. After working with hundreds of emerging entrepreneurs to increase visibility,

results and revenue, I understand how overwhelming it can be to launch a new

business. This handy checklist will help you make easy adjustments to get clear and

concise on your brand message and position yourself to attract your ideal clients

1. Establish a clear and concise brand message. The message should identify who

are you, what do you do, who you serve and client outcomes. As a bonus, you can

add why you do what you do.

2. Create a value proposition. It summarizes why a consumer should buy a product

or service from you. This will identify to the consumer that you understand their

needs and desires and that you have created an experience that meets their needs.


3. Does your brand message use the language that your prospective clients use?

4. Are you confident when you share your brand message? If not, write down

what you think is missing.

5. Is your brand message short, simple, and clear? If someone was to ask you

what your brand message meant, can you articulate how you will help them?

6. Does your brand message resonate with your target market? Share your brand

message with three people and ask them for their honest feedback. You are

looking to see if they understand what you do and how your brand helps impacts

the lives of the consumer.

7. Is your brand message authentic and original? Is it attention grabbing where it

inspires people to ask questions?

8. Do you have a unique selling proposition? Example: What do you offer that

your competitor doesn’t? What is our competing edge and do you have social

proof (case studies or testimonials) to prove you know your stuff.

9. A client won’t buy from you if they don’t know or understand that you are the

solution to what they need. Are your messages inspiring and educating your ideal

clients? If people are responding to your messages, that is an indicator that you

are on the right path. If you are posting your messages and you are not getting

high engagement, then that is a red flag.

10. Do you close with a call to action (CTA)? Does your prospective client know

what to do after they read your marketing messages? Your call to action should

ask them to do only one thing. (Example: Sign up for my newsletter, Register for

my free webinar, or click the link for more information)

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Profitable Website


(Essential elements to attract and convert leads)

It is mandatory that you understand how to write effective, compelling and

persuasive copy. If don’t want to deal with learning how to write copy then I highly

suggest that you hire a copywriter.

Copy is the words aka language you use to communicate with your ideal client.

Note: When creating copy on your website, think about what responses you want

your client avatar to have.

You want them to be able to relate and nod their head in agreeance as they surf

through your site. Create your value proposition for your website (Example: I

teach service based professionals and entrepreneurs how to monetize their ideas.

Get clear and concise on who they are, what they do and how to manage and

grow a business.)

Create your headliner. What is the end benefit you’re offering? A person should

know be able to identify what your website is about within the first 30 seconds of

landing on your website. Create your subheadline. Explain what you do or offer,

who it’s for and why it is useful. (Example: Teach service based professionals

how to streamline their business to attract, convert, and retain their ideal clients)

Decide on an image that reinforces your main message. I suggest making your

website personable and relateable. Your goal is to get your ideal client to know,

like and trust you so that they buy from you.

Posting a picture of you with a strong message and call to action would do the

trick to invite them in and give them permission to check out what you have to

offer. Your website should have the following: Lots of clean white space.

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Homepage


Want to increase your conversions? Use the upside down homepage method.

Place your menu at the bottom.

Step 1: Above the Fold. Make your call to action the first thing people see. This is

your optin. Place it above the fold. Not the sidebar and not in the footer. It needs

to be the very first thing your visitors see.

Step 2: Social Proof. This section indicates that you are someone to be trusted,

based on the sites you have been featured in and companies and clients you

have worked with.

Step 3: Your Road Map. This gives your readers a glance at the path you are to

walk them down as they get to know you. You can highlight three of your services

in this section. Example. I help my clients monetize their ideas, streamline their

business, and create passive income streams. Each option can give them more

information about each topic.

Step 4: Navigation: You move the menu bar to the bottom to increase your

audiences focus and conversions.

Example 1 of Upside Down Home Page www.videofruit.com

Example 2 of Upside Down Home Page www.michaelhyatt.com

Example 3 of Upside Down Home Page www.elleandcompanydesign.com

If you are not going to use the upside down home page method here are some

additional guidelines to follow.

Your home page is your prime real estate. It must guide the reader to explore

additional website pages; have two separate optin areas that use different

language to inspire your client avatar to leave their name and email to get some

goodies. You should include a welcome video to add a personal touch. It should

also include upcoming events and a personal note from you.

Don’t forget about your logo. Note: Your optins are the beginning to your sales

funnels. Do NOT neglect this. Make sure your call to action buttons color is

different from your brand colors so that they stand out.

Make sure your call to action verbiage is not standard such as “subscribe or sign

up.” Try using verbs that indicate the outcome of the action such as “ Yes, I want

Clarity”, “Give Me The Video Training,” or “Send Me The Free Guide.”

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WORK with Me or Services Page


Outlines in grave detail exactly how you will help your client avatar reach their

goals. Use creative copy to give your client avatar an opportunity to see if you are

going to be a good fit for them. This page list services and products with their

prices.

Communicate the end result each service or product will help your prospect

achieve. Always offer your client avatar an option to pay and book appointments

to work with you via an online scheduler that will send you realtime updates. It is

ideal to have testimonies on this page as well.

BlogYou should use keywords that will allow clients to find your content if they are

doing a random search on the web. Your blog should highlight the three or four

topics you help your clients with the most.

Contact Page

Meet Me Page

Your client avatar needs a way to communicate with you to submit their

requests or concerns. List your email and provide a comment box for them to

leave a message.

Introduce yourself, define how you can help your client avatar. Tell your

professional story and give them insights into your life and intellect. Give them

some history on why you launched your business and share your professional

wins.

At the bottom, you can list your professional bio, but don’t lead with it. That is

boring. Meet Me should feel like a oneonone conversation with you and the

reader. Give them a chance to get to know you.

Speak to them not at them. Tell your story as it relates to your ability to help

them achieve their goals. Share your journey with how you got to where you

are today and share your vision for the future.

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Press Page


If you are a service provider such as speaker, consultant, workshop hosts this is a

great page to have. It mainly consist of downloadable highresolution pictures. If

you host or cohost multiple events this page makes it easy for people to pull

approved pictures of you to use in their promotions that you will be partaking in.

Above the Fold Opt-INIt is designed to capture leads. Prospects will sign up to either get your

newsletter, free mp3 down load, eBook, or webinar recording. Also place and opt

in at the footer.

About Page Highlights your company’s vision, mission and or motto. You define how you

can help your client avatar. Give a preview of what it is like to work with you.

This is also another space when you can upload a video whether it be animated

or of you. Get creative. This is your chance to really connect with your audience.

Your About Page Should Communicate these key areas:

1. Here is what I do

2. Share your belief system and how it aligns with your ideal buyer

3. Here is how I got started share a story of your humble beginnings

4.Here is why you should trust me. Share client success stories, case studies,

press coverage, and or testimonials

5.Here is what you need to do to take this relationship forward. This is where

you list a CTA (Call To Action)

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Profitable Website Checklist


1. Does it identify who you work with?

2. Does it define what you do and how you help your clients?

3. Does it overwhelm the reader when they arrive? Is it busy and all over the

place. Ask three people to review it and ask them what their first response is

when they first see it. You are looking to see if people feel connected to your site.

4. Does your welcome video have high energy?

5. Does your welcome video have too many call to actions? Is it clear what next

steps the prospective client should take?

6. Does the welcome video answer the following questions: What do your clients

want? What do your clients need? What are your clients hoping for? What are

your clients missing?

7. Does it clearly define what services you offer and list the investment?

8. Does it give the prospect the option to pay and book online?

9. Does it have at least two optins?

10. Does your copy make the buyer feel like “I can do this” it is possible for me?

11. Does your site look cheap, offputting, cluttered, or unprofessional?

12. Does your site have any grammar or spelling issues?

13. Does your site capture and convert? Make sure you’re tracking your optin

conversions using a free tool like Google Analytics to evaluate how good you are

at capturing and converting leads.

14. Testimonials offer social credibility. Do you have at least 5 to 7 testimonials

per product or service listed? It is ideal to use your client’s pictures and full names

so that the world doesn’t think you just made it up. If you work with other

entrepreneurs, it’s a great practice to list their website along side their name.

15. Is your navigation bar clear, direct, and free from confusing terms?

16. Is there a clear, direct path to buy your products or services?

17. Is your site sticky and free from links sending traffic away to social media or

other sites? Social media icons are great as an additional tool clients can use to

connect with you, but you don’t want to direct your client’s away from your

website.

18. Are you consistent with using your brand colors throughout your website and

social media platforms?

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4 Examples of Extraordinary Websites


My personal favorites. Don’t copy their style, but take a look to be inspired and

get some ideas about how you want to create or enhance your website.

I would suggest that you get on all of their lists, that means sign up for their

freebies via optin. They know what they are talking about.

Four different formats, but all every effective.

1. www.marieforleo.com

2. www.socialtriggers.com

3. www.daniellelaporte.com

4. www.themiddlefingerproject.org

After visiting their websites take note on what you liked and didn’t like and how

you can design a website that speaks to your client avatar.

What are the top 5 goals of your website? Write them down in order below.

Now evaluate your site. (If you don’t have a website yet, this is a great checklist to

consider) Is your content and strategy clearly aligned with those top five goals? If

not, write down the specific changes you must make below.

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http://www.marieforleo.com/

Website Action Plan


1. List web problems. Check all links to see if they are live and connected to the

correct source.

2. Create Action Steps

3. Establish Deadlines. When will you complete these?

4. Schedule a professional photo shoot. Make sure your take several pictures that

are personable, relatable and can be used on a wide range of promotional items.

Have the background removed on the pictures that you like the most and make

sure you request png files.

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http://www.marieforleo.com/

Editorial Calendar


(Communication and relationship building with your client avatar)

Brainstorm at least 100 Topic Ideas. In your journal, take 30 minutes to 1 hour to

come up with different topics for your newsletter/blog. Then group the topics

together according to reoccurring themes and place the topics onto your calendar.

What do you want to talk about, teach, and share?

What do you find valuable, interesting, worthy of a deeper conversation? What

information could you share with your client’s that would change their perspective

and help them in one way or another? Think about your client avatar and what her

wants, needs, desires, fears, and ambitions are. What does your client need that

she does not know what to ask for? There is always a solution or experience that

a person needs, but does not know that it exists.

What are your client’s fears about working with you? What are her fears about

your products or services? What point of view can you share that will position you

to be the expert and give her the opportunity to know, like and trust you? What is

your client avatar confused about?

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Determine Your Editorial Schedule


How often will you publish content? On what day(s) and what time do you want to

publish content? Use Google calendar to organize your topics. Example on

Tuesdays, I want to send out a freebie or a challenge. On Thursdays, I want to

promote a service. On Sundays, I like to send out my newsletter.

Make sure the content that you are sharing is coherent with your client’s avatar’s

needs and interest. If you are teaching something, make sure you post in

chronological order. Example: If you desire to post every Sunday make sure that

your content is created by Saturday night and ready to go. Having an editorial

calendar will save you from writers block.

You can take the entire week to build your next post if you know what you are

writing about. This will prompt you to look for inspiration to guide you to

greatness. What purpose does your newsletter serve? Does it have a theme?

What can your client avatar expect from your newsletter weekly? How will you

client avatar feel when she read your newsletter?

List 4 things you want her to feel after reading your newsletter. What items,

events, or topics do you want to keep prospects updated on? Ideas include new

products, speaking engagements, your travel, partnerships, tips, courses, etc.

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Determine Your Editorial Schedule


What items, events, or topics do you want to keep prospects updated on? Ideas

include new products, speaking engagements, your travel, partnerships, tips,

courses, etc. How will you promote your business and make offers in your

newsletters?

How will you use your newsletter to sale?

Exercise: Sign up for three freebies from entrepreneurs that you admire. Watch

how they use email marketing to connect with you and sale their products. You

are not limited to newsletters. You can create video training series, introduce a

new webinar each week, etc. You are only limited to your imagination.

Content Creator Checklist Are you communicating ONE core thought, idea or principle?

Do you tell a story or convey emotion through the elements of a promise,

secret, prediction, problem or solution?

Are you providing a clear, takeaway benefit to your reader?

Have you used examples to illustrate your point?

Are there additional resources that you could share?

Have you challenged your potential client to take action?

Have you asked the reader to share this content with others?

Have you clearly told the reader how to put the idea or concept into action so

she can get results now?

Have you asked the reader/viewer to share their results with you?

What constitutes amazing content? Content that helps your customers get

what they most want. It’s useful, entertaining, or inspiring. Ideally, it’s a

combination of all three.

Choose how you deliver content based on your strengths.

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Rule of thumb, post once a week on the same day around the same time.

Share relevant material that helps them get what they most want.

Your content does not need to be long. Short and to the point works. Be

mindful of your target market’s hope, dreams, fears and frustrations are.

Speak to those points specifically.

The better connection you have with your target market, the more impact

you’ll have on their lives and the more money you’ll make.

Having a highquality, highly responsive email list is one of the most valuable

assets in your business.

When creating content, be conversational. Get over wanting everyone to like

you. Write from the heart, be authentic. Let the world hear your voice.

Whether to Blog, Podcast or Vlog: Are you a good writer? Blog posts may be

perfect for you. Love being in front of the camera? Create video content. Can

you talk about a subject to no end? Podcasting may be the best fit for you.

The key is to create interesting and valuable content on a consistent basis.

Money Makers People love practical information that speaks to their ambitions

What products and services do you offer to your clients and list the price(s)? What

method do you use to price your products or services? Let’s dig deeper. How did

you decide what price you would assign your products and services? Why that

number?

Are you pricing your products and services based on how much you want to earn

or did you realistically consider how your client avatar would evaluate the

investment?

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When creating products and services, it is essential that you consider everything.

Take the time to define your goals and visualize what the light at the end of the

tunnel looks like. Consider how you want to feel once the product or service has

been created and delivered to your client avatar. What responses do you want to

receive from your client after they have experienced your service or products?

How do you want them to feel?

16 Ways to Package Your Expertise to Sell1. Write A Book

2. Host a Webinar and then offer a upsell to your service or program

3. Create an Audio CD, DVD or MP3 Download

4. Conduct a Workshop based on your Book or topic within your expertise

5. Offer an ecourse or online course

6. Host a Retreat

7. Keynote Presenter

8. One –onOne Coaching Sessions

9. Training Program

10. Contract ServiceRetainer Agreement

11. Group Program

12. Virtual Event

13. Done For You Services

14. Done With You Services

15. Do It Your Self Offers

16. In Person or Virtual Workshop

Write out three money making ideas per category. Example list three potential e

course topics you would present to your client avatar. Define three different ways

you could help your client avatar in a oneonone coaching session. Think in terms

of features and benefits. List the offering and then define how a client avatar would

benefit from it. A person is always interested in the end result, and they want to

know HOW you are going to help them.

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24 Ways to Promote Your Book


1. Identify your target market. Online and off. Write down three benefits your

target audience will get once they read your book and communicate that in your

everyday conversations

2. Create a landing page about your book (sales page) Add chapter preview

3. Create a marketing plan. Design a launch strategy that works. Build

anticipation. Host a seminar and unveil your book

4. Host a launch party to promote your book (this can be inperson or virtual)

5. Plan a book review

6. Start a book club on meetup.com

7. Create and Tell Your Author Brand Story Why you wrote the book and juicy

details about yourself Let them know how writing this book made you feel

8. Write out 5 to 10 quotes from your book, create memes to promote. Also, take

situations from your book and generate questions to spark engagement and then

at the end say if you want to know how this turned out in get my book. The more

a person sees your information to more likely they feel that they need what you

are offering. Share these tidbits live on Blab, Periscope, and Youtube

9. Send your book to popular bloggers who cater to your target and them to read

and review it so that their readers can know you exist. You can also submit your

book to www.goodreads.com

10. Format your book to digital format

11. Publish your press release about your book on prnewswire.com feebased 12.

Create a promo kit to send to media and bloggers. It should consist of flyers,

website links

13. Bundle your books to offer for sale

14. Offer a prelaunch bonus

15. Do online book readings. Google Hangout or Skype

16. Create your own movie trailer for your book. Animoto.com

17. Promote your book via your speaking engagements

18. Writers Digest

19. Craft a Signature TalkCreating a Speaking Platform using your Books Core

Message

20. FB Ads

21. Create Social Media Flyers aka Memes showcasing your book, you holding

your book, your readers holding your book, etc.

22. Create a speakers page on your website

23. Craft 1 to 3minute reel talking about your book and share it to social media.

You can also create a video FB ad to market your book

24. Reach out to Huffington Post to pitch your story

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Signature Customer Service Experience


As you go through this exercise, I want you to first think about how you think and

respond before making a purchase whether you are at the grocery store, at a

restaurant, or at the Apple store positioning yourself to spend hundreds of dollars

or a few dollars.

We all have figured out ways our experience with a vendor could have gone. With

this in mind, think about your ideal customer service experience and then be

mindful of what your client avatar would want to experience. Try to be objective.

Customer service starts before the first conversation with your client avatar.

Review your marketing and evaluate the language that you are using

Language ChecklistDoes it inspire your client avatar to ask questions and to take action?

Is it conversational?

Does it tell the client avatar who you are and how you can help them?

Does it have a call to action?

Does the client avatar know what to do next after they read your marketing

messages? Does it flow? Meaning are your marketing messages an

interruption to your client’s avatar’s day or will they read it and automatically

feel that you have something of value that will help them achieve their goals or

make their life easier?

Do you have a new client onboarding process where you take time to gather

information from them, understand their needs, set up their services, take

payment, educate them, get the proper signatures and information needed to

conduct business? Write out your onboarding process. If you don’t have one, I

suggest that you create it.

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Automate Your Client intake process


Create an electronic questionnaire via www.typeform.com, www.wufoo.com, or

use Google Forms. This questionnaire should be designed so that the client tells

you exactly what you need to know in order to best serve them. Ask openended

questions vs. closed ended questions. Stay away from questions that will result in

a Yes or No answer unless you have additional follow up questions prepared to

ask them once you speak with them. What is your followup process with the

client? Don’t have one? It’s time to create it now. Define your audience’s

shopping experience. How will it be different than any other service or product

provider?

What is your followup process with the client? Don’t have one? It’s time to create

it now. Define your audience’s shopping experience. How will it be different than

any other service or product provider?

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List the systems and processes you use to manage your client roster. Not sure

what I mean whey I say systems and processes? Example: What is the language

you use in every first time meeting with the client? Create a script to follow when

interacting with prospects.

What tools are you using to grow and manage your biz?

List step by step the formula you follow to help your clients reach their goals? I

need you to stop and think about everything you do on a daily basis to manage

your business and document it. Then evaluate it to see if it is effective.

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Break down your customer experience into before/during/after the purchase

and consciously design a signature customer experience at each phase.

Forget how everyone else is doing it. How do you want to craft and execute a

winning customer experience? This exercise will help you to think about your

desired result for your client and reverse engineer a plan to meet them where

they are and wow them. What is the mindset of your client avatar before they

purchase your product or service?

How can you remove fear, frustration, doubt or concern? How can you exceed

your client avatar’s expectations before they buy anything?

How can you exceed your client avatar’s expectations before they buy

anything? What would your client avatar appreciate during the purchasing

time, while actively experiences or using your product or service? How can

you enhance their experience? How can you satisfy your client avatar after

the sale has been made?

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Do you offer added bonuses? If so, what are they and how are they in

alignment with nature of the product or service provided? In other words, why

would the bonus make sense and add value?

Call to Actions. Don’t assume that your client will know what to do. Tell them

kindly what action you want them to take. For example, Free Coaching

Session, Click the link to schedule your appointment today, free offer ends

Friday) Always tell your client how to do something and where to find the

information to do it. Example, if you enjoyed this week’s newsletter, email me

back and let me know what did you like best and go ahead and share it on your

social media platforms.

Take the time to acknowledge every client that messages you.

How will you follow up with clients to get feedback after your product or service

has been delivered? Will you give them a personal phone call and ask them 20

questions or will you send out a survey? What does that process look like for

you and your business?

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Business Growth Strategies(You must be seen in order to be considered)

Marketing should be authentic, engaging, and highly personalized

1. Connect with 20 or more new people on social media every week. Make sure

that you are always finding a way to communicate with prospective client avatars

about who you are. After rapport has been built, ask them do they know of

anyone who could benefit from your products or services. Do not ask them

directly. Lead with, who do you know? A person is more inclined to speak up if

they don’t feel pressured.

2. Craft and schedule marketing messages on your social media pages using

www.meetedgar.com on average post 3 to 4 times per day. 70% inspirational,

20% Informational, and 10% promotions. Use www.canva.com to design your

picture posts. When posting online make sure to always provide your website at

the end of each message. It makes it easy for your client avatar to connect with

you. Always type out the message that is imbedded in the picture. Example, if

you are posting a picture quote, make sure to write out the picture quote and

then list your website.

3. Having a Facebook business page or any social media account is great, but

having a website is essential to the sustainability of your business. Social Media

changes daily. The time you take to build your fans and followings on your social

media site won’t mean anything if all of a sudden you lose access to your social

media pages. The leads you generate from your optins on your website are your

property because you control your website. You don’t have any control over a

social media platform decisions. Now, using www.leadpages.net or

http://bit.ly/tryconvertkit to attract and generate optins for a product or service

you are promoting while on your Facebook business page is a game changer.

Pay to promote your business by investing in Facebook ads. When you decide to

use any (landing page) keep in mind that they all need to be integrated with your

email provider (i.e. MailChimp, Convertkit, Aweber, Get Response, Ontraport,

and or Infusionsoft to name a few)

4. Send out surveys to your potential client avatars and clients who you have

already done business with. Pay close attention to the language that they use

when responding to you. Use their language to design future products and

services. Ask them what their burning questions are and request that are candid

when responding to how they felt about the customer service experience.

5. Always ask what could you do to make the experience better whether they had

a positive or negative experience.

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6. Make sure that your website is userfriendly. Provide a way for your client

avatar to book an appointment with you and make payments online. This

will limit the number of interactions it takes for a client avatar to get their

question answered or needs met.

7. Set up an email auto responder to communicate with your optins (client

avatars) Send them an email every 3 to 5 days with a new message and

always close with a clear call to action (offer)

8. Decide which two social media platforms you will invest most of your time

on. (Facebook, Twitter, Instagram, Pinterest, Google Plus, Periscope, Blab,

or LinkedIn)

9. Establish social media goals and purpose (i.e. increase social media

presence in 3 months, generate 5 new paying clients per month, etc.)

10. Choose clear and simple domain names. Example:

www.wendynicoleanderson.com

11. Promote your social media pages. Make sure your twitter, Facebook

page, Pinterest, etc, are all connected and have links to your social media

profiles. When people like you, they will want to connect with all of you.

12. Create a sales presentation (The PROCESS) Steps outlining the secret

formula to selling your webinar, product or service.

• ValidateRemind people why they showed up

• WHY Explain why you do what you do

• End Incentive. The free gift you will give if your client avatar stays until the

end of the webinar

• Your StoryExplain your journey to being qualified. Make sure this story

has your ideal client in mind and primes the prospective client to be open to

the offer at the end of the presentation

• Core Content Your system of how you make it happen (The Presentation)

• BridgeRemind them why they showed up

• Close the DealMake your offer

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3 High-Level Techniques to convert prospectsinto paying clients using Social Media

Follow threads the respond to peoples questions consistently. You will be known

for a subject matter expert. People will automatically start inboxing you questions

and want to connect with you.

1. Position Yourself as an expert in FB groups

2. Explore Twitter, Instagram and FB Profiles

• You are looking for the following things. Website….go to their website and learn

more about them. Look through their feed to see if they have posted questions or

concerns.

• Identify opportunities that you can specifically help them with.

• Send them a private message. Introduce yourself and tell them exactly why you

are contacting them right away. Disclose to them that what you like about what

you have found out about them and them share with them one to three areas of

opportunities that you can help them improve upon.

• Note: When they identify that you are an expert in your field and that you

understand their big picture without having to talk with them one on one they will

immediately identify that you are not spam and be open to learning more.

• Offer them an opportunity to speak with you over the phone for 15 to 30

minutes. Build rapport. Create and follow a script so that you can better

understand who they are, define their needs then align what they say to you to

your services or products

• Note: Don’t send people generic pitches. Be personable and specific. This

technique also works if you want to just send an email to perspective clients.

People like it when you just cut to the chase, let them know that you see them

and that you have something of value to offer.

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3. Tailor your copy to inspire and provokeinteraction with your ideal target market

It is true that social media is a visually driven marketplace, but there is also

room for you to share your message. It is important that your prospects

understand what you are offering and how it can be a benefit to their life and

business. Don’t talk at your prospects, but talk to them. Identify who your

messages are for and desired outcomes you help your clients achieve and

close with a strong call to action.

When people are interested in what you have to share they also like directives

so don’t leave money on the table by not asking for the sale. Sometimes

asking for the sale is telling the prospect what to do next, for example, sign up

for your webinar, newsletter, or click a link to get more information. Make sure

that your messages are personable, clear and concise. When you learn to

speak to the needs and desires of your ideal client that is only half the battle.

The bottom line is, people need to know like and trust you before they buy

from you. People will respect you more when you remove the fluff, be

authentic, and help them shorten their learning curve and achieve their

desired results fast.

Position yourself as an expert on social media only after showcasing your

skillset and have attracted more than a handful of people to participate and

you’ve responded, and they have given you positive feedback. Then give

them your optin details to invite them to play with you. Make sure your

content is consistent with what you’ve already demonstrated emails, sales

page, about page, etc.

People buy results. Key Take away. Be of service and look for opportunities

that are in alignment with your products and services that you already offer.

Establish rapport with your prospective client, nurture the relationship and

then ask for the sale. Dedicate five hours to this activity each week and watch

your bottom line increase and your business expertise go viral.

35


Let's Stay Connected

36

I know a place where the cool kids hang out

It's called the entrepreneur marketplace

I'm the head thought leader

http://bit.ly/entrepreneurmarketplace

Thank You ForYour Business!

http://bit.ly/entrepreneurmarketplace

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Convert, & Retain Your Ideal Clients. Make More Money When ... · Once you have done the work, you should be more insightful about your business, organized and confident to take the