'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?

Transform the Financial Advice industry

What is your 1st Primary Goal?

Get 3 repeat-buy clients

What is your 1st Objective for this Goal?

Invite 50 'solo' financial planners on LinkedIn

What is your 2nd Objective for this Goal?

Have 15 financial advisers read my LinkedIn published article

What is your 3rd Objective for this Goal?

Have a telephone discussion with 8 advisers who have read my article

What is your 2nd Primary Goal?

Build & implement a functioning and effective marketing campaign

What is your 1st Objective for this Goal?

Build an email drip campaign of 8 - 10 emails

What is your 2nd Objective for this Goal?

Build and maintain an automated social media posts tool

What is your 3rd Objective for this Goal?

Develop free, high quality content for advisors to access & use

What is your 3rd Primary Goal?

Have 10 repeat-buy clients

What is your 1st Objective for this Goal?

Maintain relationships with existing repeat-buy clients

What is your 2nd Objective for this Goal?

Employ competent team member

What is your 3rd Objective for this Goal?

Maintain a culture of active engagement on LinkedIn

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

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

Self-actualisation
Affiliation & belonging
Reduces anxiety
Saves time
Organizes
Reduces effort
Avoid hassles
Reduces cost
Quality
Reduces risk

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

What features does your product have?

What benefits does you product offer?

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

O: Your hourly rate is too high
R: I don’t believe that is true – considering only the quality of service delivered, the time saved and the hassles avoided the rate justifies itself. Add on top of that the emotional benefits that cannot be monetised- joy, serenity, peace, success, etc. – there is really nothing to think about.

O: I could just employe someone
R: Yes, you could and it might be that in your case that is the right course of action. However, the financial planners I work with realised that our services allow them to avoid the headaches and hassles that come in the form of the BCEA and all the other labour legislation that you have to comply with . Not to mention the pressure to ensure that there is sufficient funds to pay the employed person every month and then you haven’t yet dealt with the inevitable ‘my child is sick – I cannot come to work today’ line, or something similar to this.

O: There is too much compliance risk
R:

Name one of your products

Support Services Serious | SS60

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

List your 3 solutions to their problems above

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

What is their true deep desire?

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

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

How much do you typically spend on advertising per month?

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

What metrics are you measuring monthly?

What KPIs do you have for yourself?

What is your Average Order Value (AOV)

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

What is your Cost of Acquisition (COA)

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Marketing Level

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