 Friday, I love Fridays, how are you? Oh man, hey bro, it's hard for me to work on Fridays to tell you the truth, man. I bet, especially with the weather so nice, man. Yes, bro, yes. I love San Diego, bro. Right, right, normally in my earlier days, Friday afternoons, I'd be at happy hour by now. Like I'd be at happy hour just enjoying the beach, enjoying the freaking sunny San Diego weather right now and just chilling out, man. I just love, I'm so thankful. But you're hustling right now. You're hustling, gotta put in the work, man. I hear you, bro. I hear you, man. How's the family? How's the, how's the- Oh, bro, it's starting to work out. It's starting to work out. The very first day we came home, which was on Saturday, so today's Friday, came home last Saturday. Sunday, Monday, it's like shit, dude. Having two babies crying at the same time and freaking, now my daughter getting jealous cause her boob is getting taken away by a little monster that just all of a sudden came into our family. That's how it was in the first few days. But now it's like, dude, now my little daughter's kissing on the little baby, hugging on the little baby, like it's just a beautiful thing, man. That's great. It's just a beautiful thing. So, and my little boy, he's like now, now he's, well, yeah, he's a week old now. So now he's a little bigger. So now I don't feel like I'm, you know, I don't feel like I'm gonna break him, you know what I mean? So it's all good, man. It's all good. He's gaining weight, so. Great, that's fantastic. That's great, man. Wifey and I, we're about to pull our hair out and freaking kill each other though in the first few days, man. But now we're freaking, I think we're calm down now. Now it's like, now it's all good. It never stops, it never stops. Right, it never stops, man. It never stops. What are you up to, man? Just, man, it's been a busy week for me so far. Yeah, you know, business is good. With regard to the business, but you know, I wanna start my own, you know, my own thing, man. And I'm just trying to, you know, just trying to get that up and running. I set up my thank you page. I was able to set up my thank you page, like you recommended with the video. I'd love to show you what that video looks like. Share the screen. Okay. Heck yeah, bro. Video, I got that video going now. We got that video going, there you go, E. Why don't you get that video out, bro? I'm telling you, it's a checkmate, man. Checkmate. Yeah, I mean, it's just one of the first steps, man. You know, I mean, I got a lot more steps to go, but you know, I mean- Bro, I'm telling you, dude. I'm telling you, bro. All this other stuff, all this other stuff. All the details, all the technicalities, all the how-tos, all that stuff is gonna come. That's the learning curve. Yes, we gotta put in the work to make that happen. But the fact that you actually have your mug on video now, bro. I'm telling you, you're ahead of 99% of people, bro. Because this is the part that they fear. Which screen, which screen, can you see this one? Yeah, but you gotta, you're gonna have to, go ahead and hit the green button, hit publish live. Just publish it live. No one's gonna see it anyway. It's just publish it live. And then just grab the link and then open it up in a new tab. Let's look at the actual page. Like, we could play the video that way. So yeah, grab that link. Hey guys, my name is EG and I just wanted to say thank you so much for downloading your free report on how to retire with confidence. I've been in the financial services industry now for 20 years and I've helped many clients achieve their financial and retirement goals and I wanna help you do the same. In this report, you're going to learn some- Crushed it, bro. Crushed it. Crushed it. Woo! And how to overcome these obstacles. Ain't ready, E. Or even advance your current lifestyle. They are not ready. So go check your inbox because I just emailed you the report. And more importantly, make sure to look out for my future emails because I've got a lot of valuable information that I wanna share with you. Oh, and don't forget to click that button below. Wow. I'm on my phone and answer any questions and even start planning for your future retirement so you can have more money, more protection and more importantly, more confidence in retirement. Chat with you soon. Thank you. Bro, you nailed it, bro. So I'll just tell you, man, I played sports all my life and played football when I was little, high school and even got a scholarship to play football at D1AA school. And I'll tell you, man, I'm a good, I can follow directions really well. As long as I have a good mentor, if I have a good teacher that can tell me what to do. And literally when I watched your video or the replay of our video from last time we talked, you stepped it up. You were like, all right, this is what you need to do. Here are your four points. Make sure you cover these four points. And then that's what I did. I was like, all right, let me do an intro. Let me say thank you. Let me tell them a little bit about what they're gonna get, get them accustomed to looking at their inbox, making sure they're accustomed to doing that and making sure to click the link on the bottom. So I love it, man. I mean, if I could follow, I just need to follow your direction because you're the one that's mentoring me and that's what I need. Bro, I'm saying this humbly, bro. I'm keeping it 100 with you. I'm very proud of you, man. Like you did a great job on that. I don't know how many takes you took, but at the same time, don't even matter. You didn't have any. There could be a couple shots. There could be a couple shots, but hey. You nailed it. That's what it takes, but I mean, as I get more comfortable doing videos, it's just gonna come natural because that's what people want. Is anyone that natural? That guy, he's not being produced. There's no talk about this right now. He's just a normal dude. So I love that, man. That's what you want to do, bro. And then now from this point on, from this point on, now that lead is on a list, right? They're on a list. And then they're also tied to a sequence. So you want to make sure that you have that email sequence set up, okay? Now in the sequence, this is what I was talking about with my boy Scott earlier, is the fact that in that sequence, those emails that go out, every email is gonna refer back to that guide, right? So now we're setting out email number two, email number three and number four. And we're taking pieces of the guide and that's our email. But in the email, not only am I just writing out a few things, but I'm also linking them to another video. So now that's when he's gonna come back on video and say, hey, guys, let me explain this. And it could be a one minute video, two minute video. It doesn't need to be long at all. But whatever you're imagining to talk about in email number two, which I'm telling you to talk about the PDF, pick something out. Like for example, how many pages of the PDF? I believe it was 16 pages. Okay, perfect. So from email number two and on, we're literally just doing like a book report. We're taking little pieces of, not necessarily each page, because then now it'd be 16 emails. But if you're taking a little bit out of maybe page three, a little bit out of page five, but going in order. Yeah. Each email, email number two, is talking about what's on page three. Email number four is talking about what's on page seven. Email number five is talking about what's on page nine. Right. So I'm going down, right? I'm going down. Those emails that go out in the sequence, I highly, highly, highly encourage you to make it a video. Okay. So right here, right word says work. When do we save? That's email number four. Hey, John, check it out. I just did a video and this is the email. I just did a video about page nine, about page two, about when do we save? A lot of my clients is a big deal to them. And this is what I wanted to kind of break down with you. And you can explain that, bro, in 30 seconds. You can explain that in 60 seconds. But just the fact that it's video and the fact that now I'm getting an email and it's video and two days later, I'm going to get another email and it's eback on video. That's the game changer. So keeping it right there where you're at with that simple wall, that background and keeping it that basic is powerful, man. Okay. So what a lot of people would do is they'll just email. And that's it. You separate yourself from everybody else by having your video on the thank you page. Now we're going to separate ourselves from even the one percenters by putting ourself on video on every email. Gotcha. Because I also got, I also got like email templates that I already have made up. And all I got to do is kind of... Copy and paste it. Copy, paste it and let me just show you what these templates look like really quick if I can find it. You can grab that text and use that as the text of email number two, three, four, whatever. But then also throw a video in there as well. Throw a video in there. Throw a video in there as well. Yeah. And that video is going to be on a page. So it's not going to link them to a YouTube channel. It could link them to a YouTube video, but that video is on a page. Gotcha. Yeah, yeah, yeah. So let me show you an example. Let me show you an example real quick before you get into this one. Because this is super basic and this is super, super important. Can you see my page? No, I can. You can now? Yep. Okay, cool. This is a simple example, like exactly what I'm talking about. This email went out and there's the text. So whatever you got, copy, paste it. There's the text, but then here's the link to the video. So when they click on that link, click here to watch. It brings them to a cartridge page where it's me on video. So in each email, I'm taking them to a page. And the reason for it, three reasons why. Why I'm not just taking them to my YouTube channel, for example. Although it is a YouTube video, but I'm taking them to a cartridge page. Three reasons. Reason number one, so I can Facebook pixel them. I need that data. I need to create that audience. I need a custom audience through Facebook. I need to start tracking these people who are landing on my pages. That's number one. Number two, so I can keep their attention on my video. If I link them straight to YouTube, three seconds later, they're watching videos on OJ. You know what I mean? They're on some other trip two seconds later because when you're looking at YouTube, there's all these videos on the right hand side before you know it, they're looking at car chases. You know what I mean? And so that's number two, I can keep their attention. But number three, so I can have a call to action. So here's what you're gonna do. And these emails that are going out via sequence, via the sequence, quick little education on page three. There's E on video. And at the end of that video, just like you did on the thank you page, at the end of every single video. And by the way, guys, if you'd like to even dive deeper into this, or you'd like to get started now, whatever that call to action could be, whatever that verbage you want it to be, but the whole call to action is to get them to click the button to schedule the call. Hey guys, and by the way, if you want more information, if you wanna dive in and get more details, click the button below. It'll take you straight to my calendar where you can schedule your best time. And by the way, don't forget, tomorrow I'm gonna bring out another fire-based email. You're not gonna wanna miss that one. See you guys there. You know what I mean? So now- That's exactly what I want. Yeah, bro. In each email, there's that call to action with a, because at the end of the day, I need someone on the phone, bro. Like I'm doing all this to get your ass on the phone. Yeah, yeah, no doubt. So it's the value, value, value, value, video, video, value, value, value, but then call to action at the end of everything, at the end of every video. Right, right, got to. So 16 pages, I would set up eight emails. And each email, I'm talking about that 16 page PDF with a video, with a video. And to tell you the truth, I would have the video up, I would do the video, and I would do it just like this screen share, and I'd be on page nine. Hey, John, let me talk about real quick what's on page nine. In fact, let me pull up the PDF, let's look at page nine together. Do you see where it says this, freaking retirement? Let me talk to you real quick about this. Let me show you what this means. So now you got the PDF running in front of my freaking face, you're breaking it down via video, and you're getting me to schedule a call. Yeah, no doubt. Yeah, so you would do a screen share, record the screen share of you pulling up the PDF and talking about it. Heck yeah, bro, heck yeah. Did you do that thank you video on your cell phone? Yeah. Yeah, do it. So in this case, we do it on your computer. Yep, yeah, I would do it on, I've got a Zoom account as well too, and I could do it on that. Okay. Awesome, give me one second, bro. Yep. My bad, bro, this little one wants to learn freaking landing pages and stuff. Oh, hey, baby! You're knocking at my door crying, I had to open it up. Ah, baby! Hey, what's up, E? That's Uncle E right there. What's up, big girl? Hey, E, I'm gonna keep it real, man. I don't have life insurance yet, bro. So we're gonna have to chop it up. No doubt. We're gonna have to chop it up. Now I don't have 20 grand to throw down at something, but I do need to start at something basic. Yo, you can get a $250,000 policy for like pennies, man. Bro, I need you to hook me up with that. So we'll set up another call for that. I need that. Yeah, no doubt. I'll send you a link for, you can run the quote yourself, but I'll let's do another call. It'll be real quick, man. Yeah, for sure, for sure. I'll go through you. I'll go through and we'll get it started. No doubt. Yes, man. Okay, so here's my question. How do I set up my sequences now that I have my thank you page? Cause when they're going to, you know. Share your screen. Okay, let me share my screen. Yeah, so all that is gonna be tied to, well, there's multiple ways you could tie a sequence, but the way I'm gonna teach you is through the form. So anyone who fills out this form is added to this sequence. So here's where it starts. It starts with, it starts with my communication. So let's go back to my communications. It starts there and then hover over communications and click on sequences. And then let's open it up from here. So whatever sequence, do you have one up already or you got to create one? No, I think what I thought I did was copy. So I copied your, so not that one. I think this is the Kaiser Consulting Campaign. Oh, this is the one that's tied to the page, the landing page that I copied from you. Okay, you can delete that one. Delete it? Yeah, delete it. You don't need that one. As long as you have. I don't have a sequence tied yet to this page when they opt in. Do you have a form? So if I click on that yellow button, did you set up the form? No. Okay, let's do that then. Okay, so go to my forms. And then, so now let's get rid of a few over here. Get rid of the DC ones. Because this is your first funnel, right? The first campaign, first everything, right? This is my first. Yeah, so we could delete a lot of the stuff. Let's delete. I was just trying to test some stuff out. Just I was just playing around and you know. Good, man. Good, good. Good. I could take this out. So remember, every landing page has a form. And so this is where you would set up a form. Now, the form also has to be tied to a thank you page. So the moment, so Karcher, they need to know, okay, what's the landing page? Where do we put the form? But when that person fills out the form and they click submit, where do they go next? That's the thank you page. So you wanna have the landing page and the thank you page up first and then you come and set up the form. Okay, okay. So these other two, which ones do you know? I think this is the one that, so look, like let me show you, right? So first they go here, you click on download now, right? And they get to that form where they enter in their name and email address, right? So here, let's just take a look real quick. Hit cancel, actually, yeah, yeah, get out of there real quick. Just click on the three dots and get the link. Get code or link, the top one. So let's just see where it's taking us now. So it says download now, right? Okay, so we need to tie a form to that. Okay, cool. So let's go back to, go back to the, actually go back to the forms. So yeah, go back to Karcher real quick. And then let's go to, yeah, close that one out. Let's go, what pages do you not need? You have the KZ landing page test, thank you. Try to keep this part clean if you can. Like just get rid of all these other ones. But if you're testing and playing around with them, then that's all good, it's all good. But if you, this is our first one, let's... Let's keep it simple. Let's keep it simple. Let's have a landing page, thank you page. And then that's it. And the confirmed, you can keep that one because that's the calendar one. But... I don't think I need this one, I don't think I need that one. Yeah, you could, you can get rid of that one because you have the test, thank you, which you could, you can keep that one. Reservation page. Yeah, you could delete that one. Okay, perfect. Booking, calendar booking. I don't think I need that one yet. Okay, cool. So, and then the open house one, you can... Get rid of these ones? No, actually that one you can keep because that's the confirmation page when they schedule an appointment. Right, right, right. Right, so you can edit that one, but keep it so you can at least edit it. But that one right there, I don't think you need that one. No, that's the one I copied. Okay, perfect. So now you got this, so now we're good. And then also, you wanna start categorizing everything as well. As you start to set up different funnels for different products of yours, start putting everything in categories. So when you hit that all categories, that dropdown up there, you hit that dropdown, you'll see different categories that you'll wanna kind of start managing. And start organizing. Start organizing, yeah, it just makes it easier to know where everything is at. Okay, so real quick, just for practice. So when they come onto the landing page, they click download now. So let's go ahead and, we might have to set up the form first, but let's see if we can. I had a form, I copied, cause that funnel had the form. Oh man, I must have deleted that. No, go ahead and hit the edit from right there. Hit the edit, the pent up right there. Yeah, hit that. And this is where you would see it. Carter's a little slow right now. Yeah. Cause there's probably mad people on it. Mm-hmm. Okay. Okay. So yeah, so hit that dropdown right there, form, select opt-in form. Okay, so you saved a few of them. So actually- Whoa, whoa, whoa, what happened? Come on. Okay, form. There we go. So those are the three that you had under my form. So what you can keep- I just deleted, I just deleted, I must have deleted the one that you already, that you already had. It's all good. It's all good. We could, this is quick. We could set up this, any of those would work. And we'll just make sure you rename it. Landing page test. I think it's that one. Yeah, there's the one. There's the one. Perfect. Okay, so hit the button at the top. So to the left, to the left. No, actually right there. Yeah, right there, it says button. Perfect, hit that. And then just type something in. Download now. Cause that's what you had on the first one. Yeah. Perfect, bam. Okay, cool. So now, hit done. Yeah, hit the done first, and then save progress. And then publish live. So now what we gotta do is we gotta just configure that form. So let's publish live and then let's return to dashboard. And then also, I don't know what you have in the tab, but let's check it real quick. Go ahead and close that out. Click on, yeah, close that. Click on settings to the left. This is the first thing that I normally check is that SEO parameters. I'll check the title of that tab. See how it says open house 444? Yeah. Always wanna check that title to make sure it says what you want it to say, because when you come and create a page, you name it one thing, but then that title could be something different. Right. When you name a page, it's internally, it's what you see, but sometimes it's right there as well. Yeah. And so if I name this internally, opt-in page, I don't want the title, because that's what they see in the tab, I don't want it to say opt-in page, you know what I mean? Right. So I'll put something catchy right there in the title of the tab. Retire with perfect. Perfect. So that's what they see at the top. Yeah. So go ahead and scroll down. And then also one thing, what's super important as well is, and this is really primarily for landing pages, not for any other page, not for the thank you page, not for any of the pages that I'm teaching you how to do through the email sequence. None of those pages really, really matter. It's really the landing page, because if anyone shares, especially because you have the links at the bottom. So if you scroll down, you have those social links, you have those share, share on Facebook, Twitter, you know, share on LinkedIn. Right. As a person does share, because people will share. And even as you, as you take your link and you go share it on social media, as you post on Facebook, as you post on LinkedIn, as you post on Twitter, and I think that's it. I really think it's just those three where when you post a link, something follows, an image, a description. Like if you post anything on Facebook, there's that description and that image that pulls. Right. This is where it pulls from. So click on settings. So if anyone shares this page, you want it to be a cool image, and that's where all that stuff goes. So the description, the title and the image. So that image, right now it's the image of that house. Maybe we have a different image. Maybe you have that image of them chilling on the beach. You know, put that image. So if anyone shares it, yeah, perfect. So watch and we'll test it. We'll share the link and you'll see what I'm talking about. So select it, hit confirm and put something in the description. Put right there in the author, put your name, you know, put right at the top, you know, write something out on the top in that description. Write their page meta description. Yeah, write something right there. Just something basic. You know what I mean? Crazy, just download your free brochure or something like that or how to retire with confidence. And then put some keywords, put life insurance, retirement programs, and then put a comma after each one, life insurance, comma, and then whatever keywords in your industry. Investments, investing, life insurance agent, life insurance, broker, and maybe just insurance. Yeah. Okay, so you got that. I can come back and put some more in there. The more the better, right? Yeah, yeah, the keywords, but you don't need to get too crazy with that because at the end of the day, I mean, you're gonna be running Facebook ads. Right. So it's not really keyword needed, but it's cool to put a few for sure. Okay. And then you click to apply and then so we're good. So hit the green button, hit save. So again, that's step one, that's in the settings, that is normally on a landing page. You want it to be the description, the keywords, you want all that shit to look good, the picture, all that for sharing purposes. Got it. Did you publish live already? No, no, yeah. Okay, publish live. And then copy that link. In a few minutes, we're gonna test it. Yeah, so just copy it for the heck, yeah, keep it copied. And then now let's get out of it and let's go back to, and you don't need to share it now. Let's give it a few minutes, but just leave it up. Yeah, leave it up. So close this one out, close this page, the builder out. Let's go back to, let's go to forms. So let's, no, you gotta, yeah, you save progress and now we return a dashboard. Perfect. And then click on my forms and let's make sure that that form is ready to go. So, and then let's also rename it. So click on the three dots and then just go in and click on edit and then go to name it something else. Or you can just take out test, take out, I don't know if you want KZ with everything, but you can even take out that. And maybe name the form. And what I try to do also is I try to keep everything consistent, like as far as uniform, as far as under the same name. So if this is my life insurance funnel, then I'm gonna name the page, the landing page, life insurance opt-in. I'm gonna name the thank you page, life insurance thank you page. I'm gonna name the form, life insurance opt-in form. So on everything to be the same, I want everything to be matching just so I don't drive myself crazy trying to figure out which form is which. Yeah, yeah, KZ. If you're going with KZ, that goes for everything then. Yep, yeah, because I've got KZ landing page and now this is my KZ opt-in form. Perfect, perfect. Keep everything KZ. And we want a category under KZ as well if you don't have one already. Yeah. And the category for the pages. So for my pages, we want a KZ category. Right. So we'll set that up too. So hit save and next. Yeah, and also real quick, hit back. A lot of people, depending on your industry or whatever, they'll try to ask for so much information up front and you kind of, you don't want to do that. You don't want to do that. Name and email is kind of all you want to ask for. Yeah, if anything. Yeah, if anything. Really? Because you can hit change and you can ask for a bunch of shit, but I don't advise that, I don't recommend it. So hit save and next. And then the connection, single opt-in, and then the thank you page. So boom, we'll rename that thank you page, but it's going to the right one, so that's good. Save and next. And then here, right here. So there's two places where this welcome email can go out too. You can either have one go out or you don't need to go one out. You don't need to have one go out, but in your case, you're going to have one go out. That is the welcome email. That is the first email. So the moment they opt in, boom, that email of the PDF is going out right away. Okay. So it can go out here through the form or it can be the first one that goes out in the sequence. Oh, gotcha. Yeah, let's do it right away as soon as. No, either way is going to be right away. So whether I put that email to go out here in my form or whether I have email number one go out right away through the sequence. I'm just telling you, those are the two places you could have it go out. What I would do to really keep it even more easier is on all your forms. And it's just a good habit to get in. On every form that you create from this point on, I would just have it where the welcome message does not go out here. Does not go out here. Because in every campaign that you most likely build from this point on, whether it's for life insurance, whether it's homeowners insurance, whatever, any different funnel, it's going to have its own individual form. And I'm hoping that you also have a sequence that goes out as well. Right. So if I'm down on your PDF or if I'm opting in for whatever reason, there needs to be a sequence. Don't just have me opt in and never email me again. Like happy. And also don't physically go and email me either. Have a sequence, have a handful of automated emails that are already set to go out. So what I do is I want to teach you in a way where that welcome email, it goes out in the sequence. So therefore all we got to do is focus on the sequence rather than trying to put one email here and then now put one in the sequence. Let's just keep everything in the sequence. Email number one, it starts from the sequence. Yep, makes sense. So saving next, let's always put do not send from there. And then the list, so boom, that KZ list people opt in, they're on that list right away. And then from right here, subscribe to sequence. I have that off as well. So I don't set the sequence there. I set the sequence in sequences. Gotcha. So let's keep all that off. So save and next. And then the form design, you can hit change, but it's already by default, it'll be a cartridge design. So that's fine. So right there, I will use a form in another cartridge asset. So we'll leave that, that's fine, save. And then save and next, and then boom, you're good. So now here's what we're gonna do. We're gonna go to the landing page. Everything should be set up. In fact, you know what? Let's do this real quick. Let's hit all categories. Let's make sure we have a KZ category. Okay, we don't. So let's do this. So each page, all three of them, this is gonna be a little, this will probably take a few minutes, but it's worth it. Each one, we're gonna click on the three dots. So first one, let's click on the three dots. Let's hit edit. And then right here, let's take out the test. Let's get really clean with it. So KZ landing page, and that's TY, thank you, perfect. And then what you're gonna do is you're gonna hit, yeah, no, hit manage, hit manage categories, right then the blue, manage my categories, and we gotta set up a category. So let's delete, delete what, delete, actually. Yeah, you could delete shared funnels. You don't need that category. Delete that one. And then the consulting campaign, delete that one. And then if anything, just edit that one and just name that one KZ or whatever. Perfect. So now, okay, now we hit the done. And then now you're gonna hit the dropdown and go to KZ. And now everything in this funnel goes into that category. And so now we have to go into the builder and then we gotta just come back out. So again, this is the thank you page. So let's check the settings real quick. Let's check the settings, make sure the settings, the title of the tab. What I would do, look, it says 444. So here's what I would do in the title. Let's put a call to action. Schedule your call now. Perfect. So that's what they'll see in the tab. And the description, the image, I don't need none of that because no one's sharing the thank you page. And I even hide it from search engines. So that's why that's toggled like that. Search engines don't need to find it. Right. Perfect. So the tracking code, our next steps need to be Facebook ads, bro. How gangster are you with Facebook ads yet? I mean, all I did was that like campaign. Okay, bro. I'm gonna have to put you up on Facebook ads. Like that's a whole nother call. But that's where those pixels start going. Yeah, I'm excited about that. I saw your videos about that and setting up the pixels and setting up the conversion pixel, right? Or something like that. Yes, I have videos on all that, bro. So you can definitely refer back to those videos if you want for sure. I will. I really just wanted to set up my cartra, my landing page, the often page, the thank you page, and then the sequence. So once I get that all set up, yes, yes, perfect, perfect, perfect. Right there in the tracking code, that's where your pixel would go. That's this page is where you would also create a custom conversion. Yeah. So as you go and run Facebook ads, we're telling Facebook, I am looking to get people here. Right. Like I'm not necessarily looking to get people to my landing page. Yes, the landing page is a given. For sure, I want to get people there. But my ultimate goal Facebook is to get people here. So Facebook needs to know about this page and that's when you set up a custom audience and a custom conversion. Gotcha. Okay, so let's... Okay, so we're good here. So save, progress, publish live, return to dashboard. And really the whole thing here was to put it in that category and to change the title of the tab. So we did that. So in fact, watch, go to... Yes, let's return to dashboard. Go up to that tab at the top, you see 4443rd app. Go to that tab real quick. Very, very top, the tab that you have. Yeah, refresh that page. Boom. Bam. Love it. Yeah, dude. That's really cool. Okay, cool. Now, actually, you know what? Do you have that button tied to a calendar? Go back to the tab real quick. Click on the yellow button. Where's it taking you? Is it taking you to my calendar? Oh, look at you, bro. Ha ha ha. Hell yeah. I got my picture on there. That's an old picture, but... Oh, dude, that's what's up. I got a... That looks really good, man. You know, I mean, I like the way you have it. Like, I think you have a picture up here of yourself or something. No, bro, I like the way you have it. Like, I think I'm gonna clean mine up like yours. It's clean, right? I mean, I... Yeah, dude, I like that way better. Right? Okay. Way, way better. Oh, I love it. Okay, okay, I see you. Okay, let's go back to cartridge real quick. Okay, so now let's just... I mean, okay, so refresh this real quick. So now what you can do is those other two pages, we gotta put it in that category. So drop down, bam, there it is there. And take away that test. Oh, yeah. So let's clean that up. Okay, perfect. Cool. And then this is the landing page. So the setting, the tab, we've already got that, right? Yeah, I think we did. I'm pretty sure we did. Yep. Perfect, perfect. Okay, cool. So now, here's what I wanna do. So let's get out of here. So we're good here. And when you don't do anything to the page, you don't have to say progress or published life. You should be able to just return to dashboard. Okay. Perfect, so knock out that confirmed real quick. Actually, you know what? That doesn't go in the KZ because that's just your standard confirmation page for your calendar. Oh, so when they book the appointment, when they actually go on there and book the appointment, this is just what they're gonna see. Yeah, they should go to that confirmation page. Gotcha, gotcha. Yeah, which we gotta check your calendar. We gotta check your calendars to make sure that that's the page. But it should be going there. And then also in my forms, go back to my forms real quick, you need a form for the calendar. Oh yeah. Which is that one right there. So you got one, you got one. Perfect, so you're good. That consulting reservation, what is that? Give it to that one. Yeah, let's just clean it up. Okay, so here's what I wanna show you real quick. Go to your landing page. So if you need to, or I don't know if you have the tab open, actually you have the tab open. Go to that tab at the very top, schedule your, yeah. Okay, actually no, that's your thank you page. Go to the, yeah, just go back to Cartra and grab the link for your landing page. So just hit the three dots and click on get code or link. Yeah, perfect. Okay, cool, now grab that link. And what you can do also, man, is hit the pencil and you can, why don't you customize that link just a little bit? Rather than two, three, Q, three, eight, four at the end of it, like why don't you put something? Like, and it could be maybe the title of the page, like what's the title of the page again? Retire of Confidence. Yeah, that could be it right there. Yeah, so the beginning, until you actually integrate a domain, then you could just use the Cartra default one, but just, you know, clean up the back end of it. Yeah, and I do want to do that eventually, because I do have domains. Yeah, you will, perfect. So now grab that link, grab that link, and then that's the link, copy that. Now let's see if it's live. Sometimes it takes a few minutes, but let's see if it's live. Go to Facebook. Let's see if Facebook is pulling it live. I should say that, because sometimes Facebook takes a few minutes. So paste that link into Facebook and let's see what it looks like. Hit Enter. Okay, so it's taking, okay, so here's what I want you to do real quick. X out of this, click on your name at the top. Let's just leave this part, leave. Now go to Google, open up a new tab, go to Google, and Google Facebook debugger, D-E-B-U-G-G, debugger, face. Actually, I guess you could do it there, but you could do it in the middle. Yeah, right, that should be, that should be perfect. Click on that first one. Okay, paste that link into that top right there and then hit debug. So the landing page link, yeah, that one. Okay, hit debug, bam. Okay, cool, so now go back to Facebook and then hit home and see if you could paste it now. And then, bam, wow. Look how legit that looks, dude. And it's gonna look like that on LinkedIn. It's gonna look like that on Twitter. Put that right there. See how, okay, so now you're looking at it. That's what follows, so retire with confidence, how to retire with confidence. So that right there is what shows. So sometimes if you gotta go back to the settings and maybe just tweak it a little bit, because that's what shows. So now we know what shows. So you can always add to it or whatever, you know? And then also, when you post links, you paste it, you hit enter, and then that pulled, right? But now I could delete that. Yeah, now you can delete that link and then write whatever you want. Yeah, whatever, yeah, okay, gotcha, gotcha. Got it, I love that, man. And what you can do too, what might be cool, is if you used an image that you actually, like watch, go back to it, do it again. You see how you have all that open space, like do it again, yeah, right there. You see how you have that open space in the sky? Although that's a beautiful ass image, when it comes to this, maybe write something in there. Maybe write something like, download your free PDF today or something like that, because there's so much space right there, where it's like, it might be cool to write something right there in bold letters, but it's up to you, but it looks cool. Yeah, I hear what you're saying. So I'll change that image and I'll edit that image in like GIMP or something like that, just to add the lettering up there, okay? Yeah, I use Canva for everything too. Oh yeah, Canva, yeah, Canva puts too. Yeah, download your free PDF today, or download your free retirement guide today. Cool, love it. You know, yeah, dude, so that looks really good, man. Okay, cool. That looks really good. Let's get back, okay, so we... The sequence. The categories, yeah, okay, so we got the category there, we got the category there. Should I check my calendar real quick to see if... Yeah, check your calendar real quick. Yeah, check your calendar. It's either gonna be in the calendar or it's gonna be in my forms, but... Like I just wanna make sure that when they click on, when they click my calendar or schedule a calendar... Click on that change, yes, we gotta make sure this, and this is where it's at, it's either gonna be right here, it's gonna be in my forms, but we'll do both. Click on, no, hit save right there, hit save, hit the green one, and then click on change on the bottom one, the time zone. What I do right here is let your users select there. Yeah, do that one, and hit save, the green one, and then save and next. Okay, cool, so now click on the change, let's make sure that this is tied to the right form. So you got all that, scroll down, scroll down, scroll down, okay, and then the form right at the bottom, keep going. Okay, KZ opt-in form. So see, so that's not the right form, right? That is, yeah, so now we need the calendar. I don't know if that's the right consulting calendar booking, but we can make it that, because the KZ opt-in form, that's for the landing page. So let's make sure that... So now that's our calendar form, okay? So we'll just update it in my forms after this. So hit save, and then save and next. And then the communications, this is what I do also. So hit change on the email confirmation and reminders. So that email down there needs to be your email. So do you have a dot com, do you have a business email? I don't yet. Okay, so all you gotta do is just get a domain that you wanna use for this. That's what I would do. I would get your own, a whole separate dot com to use for all this stuff. Now, right now those links are tied to the cartridge URL, the default URL, all those pages, right? The three pages, it's cartridge.com, whatever, it's a cartridge URL. But what I would suggest is getting your own dot com, tying all these pages to your own dot com. I do have a dot, I have a site. But you're probably, are you using it for something else already? No, I just created it just this week. It's called egfinancial.com. Shit bro, you need to be using that for this then. Yeah, I mean it's not up, I mean it's, I don't have a website. No, you don't need a website. Where did you get the domain from? GoDaddy. Perfect dude, that's what you're gonna use for all this stuff then. Yeah. Yeah dude, so we gotta integrate that domain and what you need to do is you're gonna need to make a phone call to GoDaddy, but the phone call is really simple. It's like a five minute call. Yeah. And I think they close late and I think they're open on the weekends as well. But you're gonna call them and you're gonna say, hey man, can you just walk me through setting up an email forwarding for my dot com. You got a video on that, don't you? You just posted it. I know how to, I think I know how to do that. Email forwarding, yeah, so egfinancial.com and then you forward it to, what are we forwarding it to? What I would also do is I would forward it to a Gmail. I would forward it to a Gmail because if you don't forward it to a Gmail then GoDaddy is gonna sell you their email account. Oh. And that's like, there's like a monthly fee to that. I got a Gmail set up. I got egfinancial.com. Perfect, so through GoDaddy, you're gonna set up an email forwarding. And I don't think that video was on exactly that. Oh God. It's an internal thing that you gotta do through GoDaddy. Okay. And I don't think that video was on. Oh no, I think that's forwarding it to another website or something like that. Yes, yeah, yeah. Oh, okay, so you're saying like, so what do I wanna say again? So you're gonna reach out to GoDaddy and you're gonna say, hey, GoDaddy, I have this dot com. Can you walk me through setting up an email forwarding? I wanna email, I wanna forward it to my existing Gmail. Gotcha. That's what you wanna do. Okay. And so what you wanna set up is eatyour.com and that is the email that you use for everything. That's the email you use for Cartra. Gotcha. Because that has to be a business email. That cannot be a Gmail right there. Okay, so the reply, the send from and the reply from, reply to, those need to be your, that needs to be your email. So it's gonna be eat, egfinancial.com or support or info or freaking whatever. Yeah, dude, or yeah, yeah. Okay, okay. Yeah, so GoDaddy, I don't, yeah, yeah, GoDaddy can walk you to that part. Okay, yeah. Make sure you send me the recording of the video. For sure, for sure, for sure. For sure. So in this case, just say, so when you do set that up, you're gonna come back here and change the send from and the reply. Got it. That needs to be that new email. In fact, just set it up right now. Put it right now, because it doesn't matter. Whatever you're gonna set up, put it right now. Info at egfinancial. Perfect, perfect. Okay, hit save. And then the booking confirmation, this right here is right when they schedule the call, they get a confirmation right away. And if you hit change, you can edit that email. You can say whatever you want. So yes, send a booking and then you hit the pencil right through the edit and you can write out that email, whatever you want. Hey, John, thank you so much for booking. I got it. Everything is confirmed. I look forward to speaking to you soon. And what I do since this is its own form. So what I'm gonna do, what I'm gonna recommend that you do is you actually ask for the phone number on this form. Because now that we're going, if that's your thing, if you're a phone call type of business, then okay, yeah, I need that phone number. So as they go and schedule an appointment on my calendar, put your damn phone number because it's gonna be a phone call. But in my case, I use zoom. So like just like with this call right here, bro, I set that appointment on my, on my cartridge calendar and an hour before our call. And even right when I scheduled it, you got a confirmation with my zoom link. You didn't, I didn't ask for your phone number. I didn't give you my phone number in the email. It was my zoom link. So if you hit edit, you can put whatever you want right there. So that's the email that you got from me, right? And then an hour before our call today, you got another email, right? So you can edit that, you can change it. And what I always do, I always use their name. So to the left, you see the dynamic variables. I'll copy of that and I'll paste it over and that pulls their name. So I always use their name. I'll either put it in the subject line, I'll put it in the email. I'll always call them by their first name. But in your business, I don't, some business is a little bit more professional. So sometimes it's always Mr. or Mrs. but if you're calling them by their first name, then that's cool right there, you know, paste that in. And so you can always edit that. And then if you click on that blue button at the top, if you shade that to the other side to advanced, they're, and then you click on design templates, there's all these different templates. So if you use full templates, if you click on full templates or you can even design your own, but there's all these templates where all you do is drag it over and you, and that's very, very similar to building a page. Oh snap. So you just edit, add some images, you know, all that stuff. So you just click it, drag it over and drop it and boom, you got that email. And what I do is I like to color coordinate everything on my pages and I like to keep my emails the same as well. So what I, what I'll do is I'll create that first email, I'll create that template, that first email. And then at the bottom, I'll hit save and I'll save as template and I'll use that same template over and over and over for every email. Yes. Especially if you notice at the bottom, there was a social media icons. Like I don't want to keep having to link my icons on every damn email, right? I'll use the template and then just edit the text or the image if needed, you know? Yeah, because I see that you do keep it uniform and it's always a picture, that same picture of you and then you always usually add a little image in there or some text saying, thank you or see us or chat soon or something like that. That basic branding, it goes a long way. Okay. All right. So this is, so yeah, play around with that. And again, so you have the button to the left, basic. Basic is just basic text. The moment you click it to advanced, that's when you can start building and playing around with different images and colors and all that. And you can add a button. You can get gangster with it on the advanced side. Okay. But at the same time, try to keep these basic as well, especially in your case here. I mean, branding and having a pretty template is cool, but at the same time, I mean, like you can keep it basic is cool too. Like, shit, you don't need to get too fancy with it, you know? Right, right. So hit edit, hit the green one. That's the confirmation one and then hit save. And then the next one is just the email reminder. You can have that go out an hour before, a day before, two hours before, whatever. That's the same thing. So you can edit that one later. So hit save and next. And then session cancellation, yeah, let them cancel if needed, save and next. And session approval, if that time slot is available, it's available. So I don't need to manually approve an appointment. Like if it's available on the calendar, then book it. You know? Right, yeah. So customer support, you don't need that part, hit save and next. And then right here, do you use Google calendars for everything? Well, for my day job, I use Outlook, but my personal stuff is all Google calendar. Okay. What you can do right here is you can sync it to your new financial Gmail email, that Gmail that you got. Yeah. I would sync it and I would use that as my tracking calendar. But right here. Oh, damn, you already did that? I already did it. Shit, bro. You getting who I'm talking to? I've been playing around, man. Like when I'm just like you said, this is my side hustle. So when I'm done with work during the day, you know, I'm back in my office here at, you know, dinner time, I got my dinner here right in front of me and I'm gonna play around with my side hustle, man. That's what's up, man. I gotta get this up and running, man. I'm telling you, Dave, it's gonna be on. It's on, bro. It's on. I've been helping hundreds and thousands of agents do this and I'm like, man, I could do this myself. Yes, bro. Hit save. And then down to the subscribe to a list. That's the last one you wanna do is subscribe to a list. So anyone that schedules an appointment, subscribe to a list. They need to be on a list. So hit the drop down. You may not have one or maybe you do. Do you have scheduled appointments? No, I don't think I have one yet. No, that's fine. You can create one right here. So just hit the, get out of there and just hit create a list and just put, you know, scheduled appointments or whatever. KZ scheduled appointments. And this one right here, it's not just for KZ. This is gonna be your overall calendar for anything and everything. So it doesn't necessarily have to be KZ, but you could put a public description right there. Thank you for scheduling the call regarding life insurance or retirement insurance or whatever, because that's what they see at the bottom of the email should they ever go and unsubscribe. This is just a reminder of what list they're on. Right. I'm going to spell right now. You're doing a call. That's fine. I think I'm good with that for now. Okay, so we're good. So hit create and then hit add. I actually hit the drop down, hit the drop down. Actually, no, that is it. That's scheduled appointments, perfect. So hit add and then save. And then we're good. So sequence, you don't need a sequence right now. They're appointments, so they don't, they're gonna get the confirmation email automatically and they're gonna get a reminder email automatically. After that, they don't need anything else. Hit save and next. Okay, so we're good with that. I have a call, bro, in like 20 seconds. So where we need to pick up, though, is in my communications under sequences. Yeah, when we set up the sequences, I'll think about all the emails, number one, two, three, four. Yes, dude. Break that part down and that goes in sequences. And I have a ton of videos, but if you need a freaking jump back on, let's jump back on. Yeah, as a matter of, I mean, I'm gonna. I'm gonna call. Yeah, I'm gonna. We could either chat tomorrow or Monday. My calendar is available for tomorrow or Monday. So schedule whatever is best for you. I gotta save. Actually, it might be Tuesday. It might be either open tomorrow and Tuesday. Let's say, yeah, tomorrow or, or I think it's. Not at all. I'm gonna call you tomorrow. Saturday, you gotta be with your family, bro. No, those times, that's when I'm open, bro. Like, that's what I'm saying. Like, create your schedule based on your schedule. And that's when I delegate for these calls. So Saturday morning, bro, we can always jump back on tomorrow. All right, cool. Yeah, I mean, my family is, we don't get up and out until about like 11 o'clock anyway. So yeah. That's good, bro. Let's do it. At nine. Let's do it, man. Let's do it. Thank you. Right on. And then we'll pick up on sequences and then we need to really jump into some Facebook advertising. I need to help you with all that part, man. But that's a whole other side of calls. So let's chat about that tomorrow. Love it, man. Thank you so much, David. Yes, sir, bro. Right on, man. I'll talk to you tomorrow, bro. Have a great Friday. Thank you, you too. Yes, sir. Bye-bye.