's Business Profile

On a scale of 1 to 10 (with 10 being the ‘best), how would you rate your current ENERGY levels in terms of your own mindset, focus, momentum and action?

When you started with us, did you have a personal brand, a company brand or both?

Has this changed since then and what is it now, a personal brand, a company brand or both?

Do you think your logo is legible and professional?

If you have a website, does the URL exactly match your company name?

What is the URL?

Do you have a professional email signature?

Do you have a professional email address, in other words, not a gmail email address as an example?

What is your work title (I am a Conversion Optimisation Specialist)?

Have you always used this title or is it new since joining us?

What is your purpose?

What is your Vision?

To help families protect all their assets and leave a legacy for generations to come

What is your 1st Primary Goal?

Peace of mind

What is your 1st Objective for this Goal?

Make sure that your assets do not fall into the wrong hands

What is your 2nd Objective for this Goal?

Make sure your wishes gets carried out

What is your 3rd Objective for this Goal?

Don't leave it till it is too late

What is your 2nd Primary Goal?

Leave a legacy

What is your 1st Objective for this Goal?

Make sure your hard earn money you work so hard for is not in vain

What is your 2nd Objective for this Goal?

Make sure your family is still living the same lifestyle they are used to

What is your 3rd Objective for this Goal?

Don't leave them without money because you didn't plan better

What is your 3rd Primary Goal?

Ensure a better future for your generations to come

What is your 1st Objective for this Goal?

Create a situation where you are remembered as a person who planned for their family's needs

What is your 2nd Objective for this Goal?

That the next generation will be better of than the previous

What is your 3rd Objective for this Goal?

That your children don't have to start all over in life because of a lack of planning

Write your Value Proposition below as per the formula in Principle 4

I help families protect all their assets for generations to come without having to worry about the future

Do you believe it is appealing? And why so?

Do you believe it is exclusive? And why so?

Do you believe it is clear and simple to understand? And why so?

Do you believe it is credible? And why so?

List all the ‘Elements of Value’ your product offers

Peace of mind
Protection of family assets
Unique solutions to exorbitant fees associated with dying
Preserve your children’s inheritance in their own Trust for their sole benefit
Appointment of capable, professional, and accountable persons to execute your deceased estate

Write one case study of something you have achieved with a customer

On the morning of 2 October 2018, my Fiance left the house to never return as he was killed in a horrible motorcycle accident. It was all over in 20 minutes and I wasn’t even able to say goodbye.

He didn’t get around to updating his will with disastrous consequences for me. His brother removed our house keys, wallet, and cell phone from the accident scene and I was never granted access to our house again.

After that, I made sure that my will is up to date and that my wishes are written down. If something should happen to me now I know my family will be taken care of and they won’t be liable for unnecessary death costs.

What features does your product have?

We offer services in respect of Wills, Estates, and Trusts.

We offer a world-class solution to help you protect your legacy by indemnifying the professional fees associated with the cost of dying.

Insure yourself, your Family, and your Parents from the need for immediate liquidity upon death with a seamless extension of cover.

Protect your family from the complex funding problems of short and medium-term Estate overheads.

Ensure that your loved ones can fill the financial gap created by the death of the last surviving Spouse and are free from the burden of Inheritance Taxes and other costs.

What benefits does you product offer?

Last Will & Testament
Secure Custody
Executor Appointments
Trustee Appointments
Deceased Estate Administration
Other Assets Administration
Estate Property Transfers
Indemnity Plan
Immediate Liquidity Benefits
Estate Overhead Protector Benefits
Estate Gap Cover Benefits

List 3 objections you get to your product and the 3 answers to these objections

I don’t have time – It is imperative that you make time to get your matters in order
I don’t want to see a consultant at my house – We can assist you telephonically as well

Name one of your products

We have a plan that indemnifies the professional fees associated with the cost of dying

List 3 problems you believe your prospects have, related to your solutions

Not making the time
Not realizing the consequences of not having a will
Not realizing that they can reduce their death costs with our very affordable product

List your 3 solutions to their problems above

Make the time
Read up on some real-life stories of when things did go wrong
Any of our consultants across SA will be able to assist you with a product that indemnifies the professional fees associated with the cost of dying

Write a detailed spec on your ideal customer (as much info as possible as per the Prospect Principle)

My ideal customer has a family who wants to protect his / her family, children, and all assets according to his / her wishes

What is their true deep desire?

To be remembered for leaving a legacy for his / her generations to come

Have you optimised your pricing according to the pricing tactics and strategies and what is your pricing for your services or products?

Our products are tailored to the individual’s needs

Where do you currently do paid for advertising, list all the platforms or channels e.g. facebook, local newspaper etc

I do not pay for advertising currently

How much do you typically spend on advertising per month?

R0

Do you belong to any business network e.g. BNI, Chamber of Commerce?

Rafiki

What metrics are you measuring monthly?

I need about 100 new prospects in a month (20 a week / 4 a day) – with a very conservative closing ratio of 20%

What KPIs do you have for yourself?

I want to help 5 families a week – i.e. 20 a month

What is your Average Order Value (AOV)

R3000

What is your Customer Lifetime Value (Average Lifetime Order Value)

On average I would say R100 000

What is your Cost of Acquisition (COA)

R1000 pm – only data and electricity

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Marketing Level

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