 Hi, I sure can how are you? Hey Gerald How you doing Gerald? Good morning. Good morning. How are you? Not too bad at all. Good. Good. Good. Thank you for reaching out. How can I help you guys? It's brought in early here this morning, so uh Yes, I I I saw that in the in the email in the Philippines, huh? You guys are out there in the Philippines Yes, yes in Manila Wow I actually grew up on Filipino food and I continue to eat Filipino food maybe twice a week Oh, right. Okay. Yeah, which uh, what's the favorite? I have well, I love it all. I love Chicken adobo. I love Ponset. I love lumpia I mean I I um right here where I grew up my whole life my parents. They still live there here in San Diego We are Two minutes away from one of the most popular Filipino restaurants in all of San Diego Oh, nice. Yeah, it's called Thitas So we go there maybe I take my little boy. I have a 12 year old son And he just loves the barbecue chicken and and we go there Maybe two times a week And and we just love it man. We love it And I've never been to Philippines. That's for sure. I've never been there No, you'll need to make the trip one day. It's worth the trip Particularly if you if you got a son, you know, there's although not at the moment, but uh, but certainly, uh I guess by 2021 the holidays here will be cheap. I imagine I hope so man. I hope so Thank you so much for reaching out. What are you guys working on? Um, just to give you a little bit of background. I uh, and the reason why we're even at this stage I obviously coronavirus has affected lots of different businesses and and mine no different. I've got an outsourcing company But I haven't really sort of been doing a lot of work with the actual outsourcing company I've got some people working on it and doing a couple of small, you know, good gigs Particularly one with an insurance company Where we're doing some back office work But for the last probably three years, I've had a couple of projects going One was with some and and really for the last 20 years, you know, we've done we've been sort of doing outsourcing A lot of the times to telcos doing sales and customer service accounts But mostly with people who who knew us or whatever Yeah, we've never been in a situation where we really had to go out and chase work It's just come our way and for the last three years. I've worked on two separate projects one was I built an advertising company which was quite a company in Australia who had who was Putting tv screens in small supermarkets Uh, and then we were selling advertising on those screens So we're building sort of cheap videos and they were pretty cheap. They were just photo videos not proper videos For them and and then running them on the on the on the screen So when people were standing at the counters getting served they were watching video of local businesses and so on which was going very well but the problem was And I was the face my company which was ad smart media became the face of the sale Because I was the sales arm customer service and billing They were just the infrastructure but the problem was the infrastructure failed So their videos weren't getting streamed all the time and it became a customer service nightmare. So In the end rather than me sort of copying The flak for something I had no control over I ended up just pulling the pin on it. So Uh, which it was going good. You know if the infrastructure held up It would be a brilliant business, you know the trailing commissions people were paying anywhere from 40 to 100 dollars a week Constantly for this advertising. So in theory it was an under fault in practice It didn't work out not for everyone, but I couldn't take the risk that you know the for the few that were getting I was giving my video Yeah, I'm all the time so Then started in a project then Five star hotels doing loyalty programs. So again built that up over the last year and a half And again that that was a good money spinner Uh and and something that we could grow on the worldwide stage, but that industry is now dead And it's going to be dead It started dying about Four weeks out from any shutdowns corona virus was starting to hit the rest of the world people were getting nervous They stopped buying and spending any money on tourism type Products so that we saw the writing on the wall coming and now it's just completely dead Then that'll be it If every, you know, if ever it gets going or if ever we decide to get into it again That'll be minimum a year from now or longer So the so that the reality is i'm going back to doing to going back to my outsourcing company because I was in that business with some other partners So i'm going back to my outsourcing company. We're just getting the website updated and uh and Looking now to grow that so we started doing And and janine here she works in the travel industry as well. She works for a travel agent. So that that's dead as well so so to sort of assist my business moving forward and to give her a job as well during these times so we bought some courses and so on and uh and Uh and trying to now get our name the name of outsourcing alliance out there into the marketplace and um and try and win some business So that we're just at the start of of that process of actually putting our first ads out there Awesome, really really good. Who's your ideal client? um anyone really but any any small to medium business who Can you know what can possibly outsource their back office work? So i'm looking for a bit. I mean i've always done sales campaigns and customer service and you know the back office and stuff like that It's just easy stuff. And it's what we're doing for the insurance company It's very very easy to do. It's consistent and when they see the job that you do when we do a very good job They just don't know it because I don't know who I am um Then you know, they'll keep going, you know, so Uh, we could be targeting insurance companies that in one angle Uh for the company that we're we're going for now or or any small business for that matter So then you have you have an insurance client now or are you used to an insurance client based in new zealand? I would leverage that, you know, depending if you want to stay in that industry But that that would be a good leverage point um And I always recommend staying within one industry Although you may want to try to be a jack a jack of all trades and go after everyone I would highly recommend going after one niche So whether it's insurance or whether we we pick another one. I would recommend one One because what you can do especially from an online marketing um Strategy you can just simply use that as your as your as your case study You can leverage their success you can leverage what you've done for them And you can show that via video and run ads on that to attract more insurance companies Yeah, so it's it's it's being able to use the case study. It's being able to use their testimonial It's been it's being able to use that and and just take one cookie cutter system and just multiply it multiply it multiply it through ads Attracting that type of business owner into your funnel Like I I would do that. That's why when when I started going after businesses I started going after real estate agents back in 2016 And helping them with my with with social media marketing and and facebook advertising but leveraging My background because I came from it. I came from real estate and mortgages So I I use that to this day as my as my leverage when i'm communicating with them when i'm Working with them and and and i'm able to to use the same verbiage and terminology It really helps me get get their business And and the fact that I can take one real estate agent Whether I create a funnel for them whether I create different landing pages or whether I run different advertising campaigns I can use that one and just duplicate it over and over and over and over And just keep going after different clients all in that same industry and it just makes my job 10 times easier Yeah, okay, so Whether it's insurance or video is what do you use what do you do with your videos? So when you're saying you set up videos, how are you doing that as far as like to attract more clients or yeah Like whatever I do for the client. So for example, whatever you're doing for them I would turn that into a simple test or I would turn that into a simple tutorial video. So for example If I run a if I set up a facebook ad for for a real estate agent Whether let's say we're we're selling a house. They have a listing and we want to run a facebook ad to sell the house all record myself Setting up the ad all record Looking at the back end of the ads manager and looking at the analytics and saying hey guys Look what I was able to do for this client. This was a real estate agent out in texas And we were able to get her, you know 15 leads at a dollar a piece and this is how I set up the ad If you want to show if you want me to teach you how to do the same thing Click the button below It'll take you straight to my page where you can enter your basic information a scheduled call And I can't wait to talk to you because I truly believe these same results anybody could be doing Talk to you soon like simple random videos On your cell phone even here that you guys are right now on your computer simple video like this Hey guys, this is gerald. Just want to show you what we did for this other insurance agent We were able to really outsource and help them with their customer service helping with this helping with that Let me show you how we did it And those are simple videos that you can one minute two minute videos that you can then run facebook ads on And get them to this page Yeah, so I would I would leverage facebook advertising I would leverage video and I would I would I would do tutorials So rather than some hypey commercial type of video I would I would Yeah, in many cases you would probably With the strategy i'm talking about your face would still probably be the brand and I don't know if you want that But but but but at the same time, I truly believe It wouldn't hurt it can only it can only build your business like if you just remain that person Or or have another person, you know do the tutorial video, but nothing Crazy professional The more raw and uncut you can make it the better And and that's why I truly believe my my youtube channel Has really brought me a lot of people brought me a lot of business because my youtube channel the videos are very basic They're tutorial. There's nothing fancy about them. I'm screen sharing. I'm teaching people Right, there's nothing selzy about it Yeah, and and that that's social media and that's that's marketing in today's facebook advertising platform It's as raw and as uncut as possible And and I truly believe most people miss that most people try to make it too perfect They try to get the perfect image the perfect video the perfect backdrop everything has to be perfect when it doesn't Number one it doesn't and number two it slows people down Yeah, I can probably get the uh my contact person at the insurance company to do some sort of Quick testimony or video as well a quick testimony and say hey john You mind just a you know a 60 second clip of what we were able to do for you Would you mind just sending me a quick video like that because what I want to do is I'm really building my business I'm looking for more clients and I want to use you as a testimonial Would you mind just maybe doing something and if anything I'll throw in a free service or even I'll you know Send you 50 bucks or whatever it may be You know I in times like this, you know, I I really want to build my business and I'm reaching out to you Because I know we've done a good job I know you guys are happy with us and I really want to keep you around long term But I want to use this success as a blueprint to go help me build my business and find more clients Would you mind a 30 second video just showing me how much you know our business has changed yours Yeah, the it's an interesting situation with these people over there because again I came as a referral The girl who's the senior manager in that in that particular insurance company Um, I I had actually employed her husband many years ago as a GM here when I first came here nine years ago Um, he again he long gone and back in New Zealand now and they've just got married and fun enough. They've just She's just had a child. So she's not working right now um But they have because he's been in the outsourcing business and he knows me and what I do That's how the work came my way anyway and and uh Likewise with the with the hotel work because that was who he was working for previously So he recommended me again. So this is the second sort of time outside of employing him that the work has come my way because of it now The third part to this story is they want to do business with me She's she's been in the insurance and finance game over there in New Zealand for quite some time and has a lot of contacts So we're we're going to be setting up some A contract the deal of some kind particularly for the New Zealand market anyway Where where they will try and attract companies over to us and then we do a p&l You know, we go 50 50 on a p&l with them So that's the sort of deal that we're looking at at the moment. So I guess this angle is It's ideal for those types of customers and every whether it's a testimonial from them or not The 99 of the content that you could that you could possibly create for your facebook advertising because that's really all it's about It's about it's about an ad. What can we put out for an ad to get people to this page? That's that's all that matters is how do we get people to this page? And i'm i'm saying that that it has to be an ad. It's either going to be a facebook ad An instagram ad a linkedin ad a youtube ad. I would suggest maybe start with facebook first Learn that ad platform and then move on to other ones Um, but my point is is the fact that 99 of your content can be very simple video Where all you're doing is explaining what you did for the insurance company So so it's it's now proof it's not it's not it's not theory. It's not what we want to do for you It's not a pitch. Hey guys Let me just show you what we've been able to do for this company because all you're targeting are insurance agents anyways So the majority of the people that are seeing your ad they're not random people on social media who are not in the industry They are people that we're specifically targeting. So we're talk we're talking their verbiage And and and we're relating to them and we're showing up another client. It's a case study So i'm just showing you different parts of of what we've done for this specific company And if you want us to do the same thing for yours click the button below It'll take you straight to our page where you can download your free guide That will walk you through the ins and outs of what exactly we can do for you Click learn more. I'll see you on the next page So videos like that jerald Yeah, as the as so you saying the video should be the front line video But i don't have you been through our facebook stuff yet the links of what we've actually started doing I've seen all this and and this is this is good stuff. I mean it it is good, but but the moment I see this it's an ad It isn't that correct. Yes. Yeah, you know, it's it's an ad and that's fine ad advertising is advertising But at the same time advertising on social media Is a little different in my professional opinion where simple raw video If you don't want to do video, that's fine then then then then we need to for sure pivot to image But if video is somewhat A possibility that's what i'm saying. You should be doing it's simple video Of of of you walking us through a tutorial or a case study of what you've done for another company So that's what I would have Okay, so And the interesting thing about this here is that page one that you you've got up there And we were just in we've literally rolled this out for the first time. So we're only been playing with it for the last handful of days And but we have got in those handful of days We have got 15 people to go to our landing page. They're just not filling out only one person filled out the details And and then nobody set up a call which I don't expect that to happen a lot but the fact that 15 people have actually Looked at and gone to the landing page is I guess An indication that there is a need out there, you know, they wouldn't be doing it if they Although what I'm what we're saying there is pretty obvious times are tough, you know, so Um, I'm just trying to understand if 15 people If we were to get 15 leads, that's a lot for this industry, you know, because you know one customer could bring you 10 people You know, that's you don't need to get a lot of customers in outsourcing to To get a lot of a lot of good business. You don't know Who could be looking at it and there's whatever size they might be, you know, yeah Some customers can bring 100 people on board, you know, which is huge So here's the mill and our question So what we kind of covered First is is just strategy ideas of of advertising ideas of ads I'm just I'm just convinced that video out out does everything obviously I'm just convinced that showing proof of what you did for a previous company That out does everything as well. So so that's what we kind of cover. That's kind of my two cents. That's what I would recommend From my personal, you know professional opinion video and case studies of what you've done for other companies That right there would make a lot of people click So that's number one and then number two Is the million dollar question Is which objective here Are you running Traffic So this is where the call is going to be worth a million dollars for you guys. This is going to be worth your time It's not traffic. The objective you're going for is conversions Oh That right there just completely made your year It's conversions Now there's a setup process in order to really make that successful Um, you have to set up your custom audiences and you have to set up your custom conversion So, okay, so that that's where we need to we need to really set some time because that's going to be like more of a That'll be more of an hour call Oh, because you have the pixels on your pages, right? Yes. Yeah, so the picks in fact, I could just I could just Give you a shortcut and and and you guys I know you guys can definitely figure it out Here's here's how you here's how you have to set up the cost the the conversion Custom audiences are one thing And and and there's there's mainly three custom audiences just when it comes to the basics There's three custom audiences that you want to set up. So number one is this landing page And that's how you know, you can you can look you can you can figure out, okay 15 people landed here Those 15 people should be in a custom audience Okay, so if if you have a custom audience set up, it's around this page That's one audience There's going to be three audiences that i'm going to share with you one audience are the folks who land here Because those 15 people they did not fill out the form They're in a custom audience which we're going to leverage and retarget with ad number two Because just just as jerald said yes, there was an interest. Why would they click learn more if there was no interest? The ad was obviously somewhat appealing where they actually click learn more They came over to the page, but for whatever reason they didn't fill it out But there was an interest there. I need to know that audience And now i'm not going to know name and phone number, you know, it's not a lead Facebook's not going to give me their information like that But but with your custom audience facebook is going to start Uh curating this data of people who are actually landing on certain pages And you're going to be able to leverage that to run future ads too So custom audience number one are the people who land on this page Custom audience number two Are the people Let me just um Fill this out and this is just a dummy A dummy lead But you'll see this come through Custom audience number two are the people who land on this page Okay, so this is custom audience number two people who land on the thank you page And the reason why that's so important is because we got to be able to segment these people We have to be able to and and we're going to be able to to use that to our advantage when we go run future ads So if you're running ads like this and you keep running ads like this You want to be able to exclude the people who already opted in Okay Because I don't want to keep showing them future ads if they've already opted in And I can only know that if I bucket if if if I put everything everyone in a bucket Which is what facebook calls a custom audience? So as I go and set up my next ad I can exclude these people from seeing any other ads And that's super important because if you keep hitting the same people with the same ad and they've already opted in number one They're going to be pissed off number two They're going to they're going to they're going to complain to facebook and number three You're going to be paying way more cost per lead because you're you're advertising to everyone still when you don't need to be Advertising to everyone still You need to be advertising to only those who have not landed here Yeah So so that's custom audience number two the people who land here and then custom audience number three Are the people who land on your thank you for scheduling page? So as a person comes here and they enter their their their best time And they click the green one and they come over here and they fill out this information. There's that information. Let's just put in Six seven seven seven six four. Okay, so let's put that in book your free call As a person books that call and they come to this success page This is your third custom audience And again I don't want to keep running ads to these people because they've already booked appointments So I don't need it. I don't need them to keep seeing future ads, right? So so now I'm going to create a custom audience and I'm going to exclude them from ever seeing another ad Super important super super important. Okay. So now those are three custom audiences landing page. Thank you page and success Page Okay, those are your three custom audiences Now let's go back to I'm going to opt in one more time This is where the magic happens the magic is on And in fact what I'm going to do is I'm actually going to ask you the question. I'm going to ask you a question Facebook they the way the way the way the objectives work. Okay over here We choose objective. We choose which one which one we want You went with traffic because you're Thinking and it's and it's the most logical way to think You're thinking that you want to get people to this page Right, that's a traffic campaign a traffic campaign is is to get people here. Which is your goal That is your goal, right? Your goal is to get them here The question I have for you and the question Facebook has for you Is what is your ultimate goal? Conversion that's right To what? Conversions of COVID obviously. Yeah, we want them signing up Are exactly and the only way that they can ever sign up Is if they land On this page Yeah, so Facebook they don't want to know your goal Your goal is to get to get them to the landing page. What is your ultimate goal? Your ultimate goal is to get them to the thank you page Yeah, so I need to tell facebook about this page Now I told them about this page in the custom audience But I also need to tell them about it in a custom conversion So this link up here What you're going to do is you're going to grab everything other than the HTTPS You don't need you don't need the HTTPS semi calling forward slash forward slash you grab everything after that Okay, so this is Number one. This is the golden goose. This is where all the magic happens. This is where your money's at It's setting up a custom conversion. This is going to make those 15 people be 15 leads Okay, here's what we're going to do this up here. We're going to copy this And we're going to come into our ads manager We're going to click on the three lines So so again to do the audiences you click on the three lines you come down to audiences And you take the the link of each one So I was going to show you custom conversions, but let me just back up and show you the custom audiences um The three custom audiences. So all you're going to do is take the link. This is the custom audience for the thank you page The other one is the custom audience for each page Yeah, for each page. So that's those are the three custom audiences But let me just show you how to set it up just in case And then we'll set up a custom conversion so in when you click on on on on the The events manager and you click on actually no when you just hit the three lines and you click on audiences It's going to bring you here And all you're going to do is click on create audience And custom audience and if you can't find that anywhere by clicking around just go to the actual um Um search bar. So as you're in your ads manager, let me go back to the to the beginning As you're in the ads manager, you can simply type it in you could just type in up here search business You could just type in custom audience Custom audience And It'll bring you to the custom audience Yeah And then you'll see it over here to the right and then you could just you could just type you could just custom audiences from a custom list Website custom audiences you can click on that and then you can get to there By simply searching But the way I did it is I simply I simply just hit the three lines in the top left And I clicked on audiences So let me just let me just do it again So up here the three lines i'm going to click on that i'm going to come down And i'm going to look for audiences. So i'm going to click on audiences So this right here is is is step one is making sure your pixel is on all the pages that's step one And then step two is simply setting up these custom audiences So as i'm in here now, all i'm going to do is click on the blue dot or the blue button custom audiences And This is the thank you page right here. So You want one for the landing page you want one for the thank you page and the thank you for scheduling page So all i'm going to do is i'm going to copy that i'm going to bring it over here and it's going to be website So website is where i'll be Click on website And i'm going to click on All website visitors. I'm going to go down to people who visited specific web pages And i'm going to simply paste in That url And i'm going to name And i'm recording this by the way, Gerald so you don't I'm Yes, no, no worries. No worries We'll name the audience and this is going to be very specific specific It's going to be very obvious who who is this audience this audience are leads. These are people who visit the thank you page So so i would name the audience, you know, um Um, well, this is thank you for your interest, but i would if i wasn't doing it if i was doing an audience for that it would simply be Scheduled appointments That's the audience because those are people who landed on actually this is the thank you for this That's the thank you that's that's the thank you page. So they they opted in and then they're here So what i would do on the audience is i would name it leads That's what it is. Those are people who landed on the thank you page Those are leads So that would be my audience. I would name that Leads and and then i would be a little bit more specific of course like if you have other projects going on You know try to make that as specific as possible as far as what type of lead that was But that's what you would do name the audience contains um Put that put that that url in create audience And now i have a custom audience and that's right there leads Now again, why is that important because i want to be able to when i go set up the ad ad number two Let's say when i go set up ad number two ad number three ad number four ad number five I want to exclude those people They don't need to see any more ads. Okay, they're already a lead Yeah, so and and and and let me let me also say this If there was an ad that I actually want to run To my leads Well, there it is there Now I can include That audience and run an ad to maybe only them I can do an ad I can do a video. Hey guys This is david. I know you guys opted in a couple weeks ago. Hey, thank you so much Guess what we have some other services that you guys may want to look into Right and I can do a simple ad and target those specific people because that's an audience that I created And those are all people who landed on this page Okay, so they sit just sit in your custom audience They just sit on my custom audience that audience keeps accumulating keeps accumulating the more ads i'm running the more leads i'm gathering Facebook is going to keep Increasing this this this this quantity So that just sits in so so to ever find them in the future. They're just sitting in a file basically Yes, they're they're now you're not going to it's not leads. So you're not actually in this case It's just audience. So you're not going to see name and phone number You're going to see name and phone number and email in your car to account You're not going to see it here Now once you set up the custom conversion, then you could see the lead count You'll start to see okay. We spent 50 bucks and we got 37 leads. You'll be able to see the quantity But you're not going to see name and number name and number is inside your crm name and number is inside your cartra Okay, but this facebook is just simply populating that data because of the pixel It's the facebook pixel that is tracking all this So when you say name and number inside cartra, what what are we saying there? Well, when they go to your landing page, whatever information you're asking for on the landing page Oh, okay. So the information that they send to us. Yeah, okay. Yeah. Yeah. Yes. So when they fill in the form, okay Yeah, they fill out the name. Okay. So you're asking for name last name company name email That's what you're gonna see inside of cartra. You're not gonna see that inside of facebook. Yeah Okay, that's right. So there's no way of ever knowing that there's no software that can bring down those details No, because that's that's now you're dipping into privacy policy and these are people that did not give up your They didn't give up their information to begin with so facebook has that information internally Yeah, they're not going to share that but nor do I need them to share that these are people That that I already have the name and number, right? They're in my crm But but I'm able to leverage that data to show future ads to or to not show future ads to Okay, so three audiences leads People who land on the landing page and people who land on the thank you for scheduling page Those are your three audiences. That's how you're going to set it up over here Now the last one you we need is custom conversion. We need to set up a custom conversion and here's how here's how we're going to do it We're going to simply click on the three lines or again in the top you can type in and search custom conversions But in this case, I click on the three lines and I'm going to events manager And the events manager is going to take me to custom conversions Where I'm going to simply click right here custom conversions And all I'm going to do is get the url. I'm going to get the link For the thank you page. Remember here is the actual landing page Facebook wants to know what the thank you page is That's our custom conversion. That's our custom audience And it's our custom conversion two different things, but both of them are just as equally as important So for this case of running an ad we're going to run a conversions ad. We want to capture leads We need to tell facebook. This is the page we want to get people to So we copy that we come over here to custom conversions. We create custom conversion And it's going to be the same thing all we're going to do is simply come over here Contains we paste in that url. We give it a name We can name them Whatever your campaign may be outsourcing It could be outsourcing Thank you page And then the category would be lead And if we get kicked off you guys just log back on we click on lead we click on create And there is our custom conversion It's right there Now we exit of that Now as we come over here, we come and set up the ads manager You're going to the objective is now conversions and you're going to choose that in the ad set You're going to choose you'll see them the drop down. You're going to choose that conversion Okay, okay. So again, we may be cut off here in a few seconds But if we get cut off just log back on But all I'm going to do is I'm going to click on create now. I can go set up an ad I'm going to click on create. I'm going to click on conversions