 What is up you guys? I am just in the freaking zone and I am just in the Batcave. I Just thought I should just share this with you. This is this is the actual email. This is this is my whole onboarding Process so when I bring on a social media client normally, it's me. It's me Starting small with them right starting on on something simple whether it's whether it's optimized in all their social media links Or running a simple Facebook ad for them just to kind of boost their page or be it or maybe maybe boost a Video an actual video of them introducing themselves running that as a Facebook ad simple first fundamental videos Facebook ads that all run for clients right it's normally how I onboard it's normally how I bring them on I start them small And then scale up into a monthly retaining client. That's kind of been my strategy since day one So all I'm doing here is just updating and and kind of kind of Restructure a restructuring my onboarding process and I want to kind of just walk you through I just thought I'd kind of jump on here and walk you through my thought process and why I do it this way There's a couple reasons and and I'll kind of walk you through it as I set them up And this is gonna be more of a boring video. This is literally a just a day in the life This is stuff I had to do and so I just I just thought I'd share it with you So here's kind of how I do it. Here's how I do it When I onboard a client and and and I end up Bringing them on right grabbing the credit card processing the payment This is the second email that goes out the first email that goes to them as a receipt for the actual Transaction right I grab their visa their master card Whatever I grabbed it ran it ran the card on my end through stripe and then and then stripe emails them their receipt Right, so that's that's one email that they get and I always notify that I'll always always give them a heads up I'll say hey, you're gonna get two emails. You're gonna get one email that says that that's your receipt That's your confirmation. That's your your you know your your record for your for the transaction And then the second email is gonna be an email titled. It was great speaking with you And it's actually and they end up getting three emails because here's how I end up doing it This is an email that I'll just manually Sent to them, right? This is not part of my email auto responder It's an email that I sent home. So right when I'm speaking to them. We're done boom I bring them aboard. This is the email that they get and so when I do my my my Presentations when I'm speaking to social media clients, it's not a phone call It's a zoom call just like this where I visually share my screen. So we're looking at their Facebook page We're looking at their Instagram. We're looking at their their ads manager and going over different Facebook ads And so what I end up doing is I end up Screen sharing them just like this and then because my face is not on camera, right? Because I'm not I'm not on webcam like I'll tell the client I'll say hey, we're gonna we're gonna do zoom, but it's not it's not video It's just voice and you'll see my screen and I tell that to them in the email that I send them When I'm booking the appointment. So they'll they'll know that it's not even a video. So Ten out of ten times my clients won't even see me like this They won't even visually see my face not like my YouTube videos where I'm showing my whole face, right? It's like this and all it is is my voice So what I do to really break the ice after I bring them aboard is I actually send them a video of me and so I'll manually send them this email and then I'll hyperlink it So let me hyperlink it and I'm gonna be sending them to this page right here So I'll tell you what that page consists of but Two reasons why I do it. So here's what it is. So it was great speaking with you. Thank you Stacy for your time Click here to start step one. So let me all I'm doing is I'm saving that I'm sending it to myself so I can save it over here and now now I can save it right there So this is the email, right? This is the email. Okay, so it was great speaking with you Thank you. Thank you Stacy for your time. Click here to start step one So that's what I'm doing is while I'm on the phone with them while I'm grabbing that credit card I say, okay, great What we're gonna do is we're gonna focus on step one and step two Which is my onboarding process as I'm saying I start them small and then we scale up to step three step four step five And all step three is is future is is daily Facebook ads step four is landing page And that's when I bring cartridge into the mix And then step five is the email auto responder as we're capturing leads on the internet as we're capturing leads through Facebook or Instagram Advertising right as we're capturing leads those leads are going into a CRM Those leads are going to an e going into an email auto responder and that's step five. That's Cartra again, so When I bring them on for step one and two they'll end up clicking on this right here And it takes them straight to a one pager All set up through Cartra. So there's a 14-day trial you guys can play around with the software It's for my landing pages and my email auto responder and my calendar. So And my membership course and my video hosting and my affiliate marketing damn profit with Cartra online There's a 14-day trial right below But this page was built through Cartra and all I do is now they get to see me now It's a video of David right and all I'm doing on this video is I'm thanking them. Let me let me see if you guys can hear it I'm thanking them and then I'm telling them what to expect I'm introducing myself because they haven't seen me on video yet unless they've watched other YouTube videos, but This is when they finally okay great. He just he just processed my credit card This is the second email that I'm getting now. I finally get to see the face, right? So now I'm really creating that bond. I'm building that relationship And I'm really breaking that ice with a simple intro video and then telling them what to expect in the next, you know Few emails, so I'll just play a few of a short clip for you guys Now it's time to start step one and get the ball rolling We'll be focused on step one and step two. So what I want you to do is you're gonna click the link below It's gonna take you to a simple form You know social media platforms that I'll need access to okay, but make sure please make sure that the passwords and the information is correct Because it just ends up slowing us down If we cannot log in and linked in or if we cannot log in a Pinterest because the password isn't correct See you guys and then they click on this and then right away. Let's hack it real quick. I'll show you what So Dave and then I'll just put And then game time and then so boom right when they opt in so here's the deal they landed on that video page, right? I Facebook pixeled them They enter their name and email They they came to a thank you page. I Facebook pixeled them and I also put them in a custom audience Where now Facebook is reading their IP and that person is a legit Standard event. I guess you can call it in my custom audience. I I Optimize it under purchase. That's the custom conversion. So I'm able to track all this you guys I might be able to track all this and before I wasn't doing it I wasn't doing it this way and a lot of times a lot of you guys will simply take that info Right, you bring aboard a client and then you'll just maybe manually input it into a CRM or whatever do we want to be able To track it like for example And that's tracking it through Facebook, I should say let me let me rephrase that let me make that very clear It's tracking it through Facebook when they land on this page. I emailed them then this they click on the link Facebook is now tracking their end, right? So Facebook. I got my pixel tracking their activity They land on this page and then boom right when they opt in they land on this page, okay? And again, that's the whole reason man I bring them here so I can Facebook pixel them and I can build that custom audience So when I go run future Facebook ads for this specific for these specific reasons I can exclude them from ever seen an ad because they're already a client. They're already a client So why why do I you need to show us them, right? So that right there you guys is something super basic super super simple And that's the process of onboarding a client because that Facebook tracking that activity is is is the data You want to start building custom audiences and excluding or including them and you're targeting when you're running Facebook ads So that right there you guys I truly believe that Simplicity of what I just showed you right there can can really help you in in your data Okay, and again running running super effective Facebook ads to the right people So that's what I wanted to share with you guys and then and then once once I send that one out Manually and they opt in then the email auto responder now Info needed now. This is the email right here that I that I was telling the client to expect And then also in that video I'm also telling them what to expect over the next few days because now that Lead that just came in let me show you so now let's go to sync with let's go to sequences That lead that opted in they're now on a very specific email list Right there on a very specific email list and it's going to be this one right here This is a new sequence that I just put up and that's why as I'm doing all this stuff You guys are gonna be able to you you're seeing you're seeing me in the in action. So this is the one right here So I'm just I'm just revamping this entire onboarding process And so again that lead hits my landing page on Facebook pics on them because they opened up the email on their end, right? And then and then I'm tracking them through a custom audience because they're lying on that Thank You page and then that lead goes into a sequence and over the next few weeks That person is going to get an email and that's what I was getting ready to set up So as I come in here to this sequence, okay, so let's hit communications several over communications go to sequences This is what I wanted to show you guys. Okay, so let's close out this one. Let's go back Let's go back to the sequence and it's going to be this right here. So what I'm gonna do is I'm gonna edit So this is a brand new sequence that I just set up and I want to kind of show you guys my whole process So again, this is this is my bread and butter man This is what I've been building as far as my daytime income my daytime hustle my social media agency since 2016 this is and and and all all I'm trying to do man is is is leverage software and and and He's up my process right make it as simple and as and as automated as possible Because these are clients of mine. These are people that I literally just onboarded This is not something I just you know a random product I sold online. These are people that I just spoke to now all of a sudden They're in there in a sequence and I want to be able to automate this part So rather than me physically emailing them every few many, you know every every few days, you know shut up to Mary but she was like David. I don't get this whole entire process. I want to just email the people as they come in That is not what you do like that's not what you do This whole entire thing is is meant for automation as that lead comes to your landing page and they opt in Right they come over here to your landing page Whether you're giving out a buyer guide or whether you're giving out a seller guide or whether you're giving out some type of free PDF a free Download whatever they opt in they come to a thank-you page. You need to track that person All right, that's again what I've been talking about But then also that lead is now in an email auto responder that is designed to to automatically send these emails out This is how you nurture that list So you should be able to automate the entire thing from the facebook ad to the landing page to the email automation That's what it's all about And so the person who can win is the person who can advertise the most to fill up the funnel on the top end Right it's all about getting people to that ad first of all It's all about getting people to that ad and all about getting people to opt in right and that's why on the thank-you page This right here needs to be optimized as well, especially if you're running facebook ads Custom conversions need to be need to be need to be you know on this page for sure But let's go back to this. This is what I really wanted to focus on was that this this email auto responder Is what I wanted to show you so This is what I've always had in place and and again all I'm trying to do is get better, man This is my full-time hustle All I want to do is try to bring as much value to my clients And at the same time automate and leverage as much as possible. So I don't have to you know Bang my head against the wall trying to manually and physically do all this stuff myself Like anyone got anyone got time for all that right? We want to automate it all So In these emails you guys I want to kind of just share share a little bit about my about my my thought process in these emails Okay, the starting rules. Let's look at the starting rules real quick. So again, you got the email list When that person opts in they go to a very specific email list And then That list is tied to an email sequence. Okay, and that's your email auto responder So those are all the handful of emails that you have pre-written That you want to dump into here and just and just Set What days or what hours you want it to go out? So the starting rules is where it all starts lead fills in this form Which is this opt-in page right here. So I have this form named, you know tsre a clients And then the tag is also the same. So just as a backup I'm also, you know, telling the system anyone who has this tag Make sure that they receive these emails as well. Okay, so Right when I onboarded that client, okay Right when I onboarded the client. I sent them the email first, right? It was great speaking with you, right? Thank you. Thank you stacey for your time Okay Then that person got pixeled and then now five and then they got and then they got another email Which was which was this one over here, right? Which was info needed. So they got that one, right? And then that one right there was the first of the auto responder That went out five days later. They're going to get this one. Okay So five days later All I'm doing man. All I'm doing is staying top of mind. All I'm doing is communicating with my client. Okay This is for those of you that are that are freelancers That are bringing aboard clients to do marketing service or services or social media marketing services If you're building an agency when you onboard a client, there needs to be a handful of emails that go out That's the whole purpose of this video. Okay, there needs there needs to be a handful of emails that go out emails that go out and so in my case I can choose the delay, right? I can choose four days later one day later. I can choose all that I can even choose what days they go out This is the title of the actual email, right? Or not the subject line, but it's just an internal Title just wanted to say hello and then this right here. It's coming from that email the recipients Subscribe to that list. Okay. I want to make sure that they're subscribed to that list for sure And then this is the actual content So five days later, they're going to get this email five days later They're going to get another email five days later. They're going to get another email and each email there's Intention and there's specific reasons why they're going out. Okay, so this one right here Just wanted to say hello and let you know our ad is live and running great We'll reach our goal and we'll reach our goal in goal in no time. Please feel free to reach out If you need anything as mentioned on our previous call, this is step one and two So I'm just telling them what's going on, right? I'm telling them what's going on I have some great video training is coming your way. So look for my emails coming up, right? oh, and if you if you ever need a oh, and if you If you ever need to schedule the strategy call click here So I'm just really giving out my info I'm extending my gratitude. I'm extending my my my My open door policy, right? I'm just saying hello, man Check your emails if you ever need to schedule a strategy call click here. And so that that email just wanted to reach out Just wanted just wanted to reach out just wanted to say hello Let's let's put that just wanted to just wanted to say hello Okay, and then I click on edit And that email goes out five days later you guys, okay? That email goes out five days later And then I just have a handful of emails without going into all of them and boring you guys This next one is just is is a mini upsell I'm just saying hey we ran we ran the ad look look this is going out 10 days later Okay, so again five days later and then five days after that so a total of 10 days later I'm throwing them a mini upsell I'm offering them a mini upsell should we go up and that would be up in views of a facebook ad or that'd be Go up in likes of a facebook ad so i'm throwing a little upsell on them and saying hey, man Should we add more fuel to the flame? Should we should we add more budget to the ad so i'm taking them through a mini upsell right here? Which which works phenomenal and then five days later? Time to catch local leads. So here is this email This whole email is going to be designed to Schedule a call now in my case what i'm moving to is i'm moving to courses I'm moving to teaching people how to fish. That's my whole thing in 2020 Is to teach my clients how to fish not how not how to fish for them anymore like Before prior to let's just say shit. Let's just call it today prior from prior prior from today um This email was designed to to get them to schedule a call with me So now it's time now. It's time time to capture local leads this whole email. Let me let me pull it up And if it's still written that way, i'm gonna i'm gonna change it right here in real time Because now i want this whole i'm gonna have this whole thing. Okay now That we got step one and two out of the way. It's time to have some local funds step three is all about Local lead capture. This is when we start targeting your local area with facebook ads to capture buyer and seller elites Here's a video of me explaining how powerful effective this can be watch here And this is going to be a video you guys where I take them to a culture page so I can facebook pixel them Right and then it's going to be a video of me explaining what the next step is and i'm just going to be walking them through What and so they click here There'll also be an image right here where they can click on the image and go straight to the page All it is is a page like this. That's all it is. It's going to be a page like this with a video on it That's all it is and then down here will be a button a call to action button And the call to action button is going to be to either schedule a call Or to register for a webinar that i'm going to be putting together. So now i'm really automating I want to start teaching people to do this themselves and that's going to be all through my course. So This email is set up. Um This is what I need to finalize so i'll finish that. Um, I'm just kind of walking you through what I got going on you guys and so These emails that go out again were designed and are designed to get them to to to throw a little upsell a little mini upsell Um, and that was that was uh, this one right actually that was should we go up? So 10 days later i'm trying to upsell them and then and then 15 days a total of 15 days later I'm going to be getting them onto a webinar. Okay getting them onto a webinar And then this one right here how to capture leads on social media. This one right here Is i'll be explaining landing pages and and getting them maybe on the cartridge software, right? That's where my affiliate link would be placed or it'd be it'd be again getting them to register for a webinar Which I believe that's what it's going to be. So, um This will be an email that i'll have to write out so I still need to write out this one, which I will I have a ton of great and this so that that email. This is how this is how you capture leads Okay, so this email This is going out 20 days later after that client opted in right this is not your normal lead, right? I'm telling you this is this is a client that i'm onboarding. This is my social media clients These are my social media clients. So, um It's that one right there and then I got to write out um This one What happens after you capture the lead so now now we're talking about email automation So there's going to be an email that I put together um And I'm going to have I'm going to have them going to going to a webinar So that's going to be this one right here And what I'm going to do is I'm going to call them out by their first name So I copy that ctrl v on a pc Jack here's what happens And it might be long. Here's what happens after you capture the lead Jack here's what happens after you capture the lead. Okay, perfect. And then I got to write this email out And what I'm going to be doing again is driving them to a webinar Driving them to a webinar where I end up Offering them my actual training course Okay, so these are emails you guys that I got to write out that I'm putting together And I just thought I'd share this part with you. Um, this is just one aspect of it and then right here. Let's chat um and I'm going to change that to Instead of let's chat Because I'm not trying to get them back on the phone anymore What I'm and that's the thing you guys um You know this right here is how so those of you that that are trying to get people on the phone Right, you're trying to get your client to schedule an appointment to maybe upsell them or offer them even more services um This is the process and in your email there'll be a link to your calendar That's where my cartridge calendar comes in handy because at this point in the series. Look We're already 25 days. Look, this is the last email. So we went from the starting rule That was day one and then five days later 10 15 20 25 30 days later, right? I touched them already that many times I've touched them one I first when I when they opt in that's first of all I'm touching them when I'm speaking to them, right? That's one quote unquote Touch when it comes to marketing that's one touch, right when I was speaking to them The second touch is when they're seeing me on video. I'm emailing them The third touch is when they get the email of info needed right away And then I'm touching them four five six seven eight nine I'm touching them nine times in a 30 day period I already took them for a few hundred or whatever right that small initial startup, right? And I'm closing a lot of clients like that per week. That's what allows me to keep keep the wheels going, right? And then at the end of the month What I would always end up doing is is when these emails are going out I'd have I'd have clients at that point scheduling appointments ready for the next step And so that's how I how I did it 2017 actually well 2018 2019 And so all I'm saying now is that this one is not going to be a chat anymore I don't want to chat anymore. I want to help you. I want to help you and take you to the next level and that's going to help And the way I I truly believe that's going to happen is by teaching you how to fish, right? teaching you how to fish and and and and Showing you how to do it all yourself. Okay, so this is not going to be let's chat ASAP Let's name this one because again the whole purpose is to get them to watch my webinar And and again you guys let me let me let me make this clear. This is one Organic I should say Method of me getting people to my webinar where all the traffic is going to be coming for the webinar is through Paid traffic Facebook ads Instagram ads YouTube ads But this is just the handful of clients that I get that I on board weekly This is the process I take them through. This is the email series that I take them through. Okay Um, and again for the last year or so My whole objective was to get them back on the phone And then get them as a monthly retaining client at that point, but that's going to be changing. That's going to be changing Um, I want to I want to get people to the webinar. So this one's going to instead of let's chat ASAP. This is going to be um Watch this video ASAP Okay, watch this video ASAP And again, that's just the title. That's an internal Name of that email. It's not the subject line. It could be the subject line. See how it's just an internal title watch this video ASAP under communications, but I can also I can also make that the subject line. This is the subject line right here. So What I'm going to do is I'm going to make the title the same And I'm going to go first name watch Let's go You know what I'm going to do I'm going to go video watch ASAP Okay, and then I got to write this out Okay, so let's copy this Let's put this over here And then I'm going to write I got to write this out. So click here to schedule strategy call. This is going to be click here To register click here to register Click here to register. Okay, and then edit and that's going to be an email that I got to write out. So That's what I'm doing you guys. That's what I'm doing. That's what I'm doing again When I went on board a client, I start them small And then and then my whole Business model was to take them through this email sequence which worked phenomenal To get to get them back on the phone so I can bring them on as monthly clients, which is the next step But again in this case, I'm kind of moving my business model around where I want to get them to register for a webinar Okay, so I'm going to so so this is how I'm going to do it I'm going to bring value bring value bring value bring value get them to get them to register So that's how I have it set up you guys and the software I use is cartridge. I use cartridge for all of it Profit with cartridge dot online. There's a 14-day trial below But I use it for my digital products to sell my products My email autoresponder, which is my communications my pages my forms my membership courses My video hosting my calendar affiliate marketing. So I do I use it for so many things man online. So 14-day trial try it out, but just Automate your process man automate your onboarding process automate Your business, you know, that's what it's all about in 2020 man. The automation starts at the facebook ad That's the beauty of running paid traffic is that while you're sleeping or or while you're out on vacation or while you're out with your family Or while you're while you're out at the movie theater with your chick, whatever the hell you do You got facebook ads running All damn day people are clicking on your ads people are going to your landing page They're opting in that email is then in a sequence Which are which which those people are receiving those leads are receiving Emails on automation on your behalf while you're Doing what you do. So Don't think you can email these people yourself. You guys don't think you can grab a lead and then email that person yourself Heck no, that is crazy. You don't want to be doing that. You got to automate it And so cartridge is the software for it all. All right guys. So hope you found value. I'll see you guys on the next video over now