A five-hour free course on selling Meta ads plus an AI voice caller to local businesses, built around one GoHighLevel stack and a live $15,000 sales call.
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3 days ago
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educational
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Big Idea
The argument in one line.
A beginner can build an AI agency by selling one simple outcome to one niche, Meta ads that create leads plus an AI caller that books them, and by booking their own sales calls with paid ads.
Who This Is For
Read if. Skip if.
READ IF YOU ARE…
A complete beginner with $1,000 to $2,000 set aside who wants a step-by-step path to a first agency client.
Someone who already knows an industry, such as roofing, real estate or med spas, and wants a service to sell into it.
A new agency owner stuck on cold outreach who wants to see how a paid-ads booking funnel is wired end to end.
Anyone who wants to hear a real high-ticket agency sales call, including the financing close, with commentary.
SKIP IF…
You want neutral tool advice: the course is built on GoHighLevel and the creator earns an affiliate commission on it.
You already run a profitable agency; most of the five hours is setup and beginner mindset.
You want an AI automation or software-building business; the creator argues against that model.
TL;DR
The full version, fast.
The course argues that an AI agency is the best beginner business because it costs about $97 to $300 to start, keeps 70-80% margins, and pairs upfront fees with monthly retainers. The offer is Meta ads that generate leads plus a GoHighLevel AI voice caller that phones and books them, sold as a concrete outcome with a deadline and risk reversal. Pick one niche you know and stay three to six months. Most beginners should open with a cheap three-week trial to earn conviction, then book their own calls with paid ads, run discovery-demo-close on Zoom, onboard within a day, and set expectations low enough to beat them. Hire the back end first.
Free for members
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Four years of agency results framed as proof, the course outline, and a 60-day leaderboard challenge where points come from cash collected, not signups.
02:04 – 15:53
02 · Why an AI agency beats the other models
Day trading, AI automation, freelance brand scaling and dropshipping are scored on startup cost, margin, fulfillment and deal type; the AI agency (Meta ads plus an AI caller) wins on all four.
15:53 – 21:49
03 · Expectations and the beginner traps
Marathon not sprint: 60 to 90 days to a first client is normal. Six traps: website, fulfillment, outsourcing, LLC paperwork and testimonials before clients, and quitting too early.
21:49 – 35:00
04 · Picking one niche and writing the offer
Clear problem, valuable outcome, reachable owner. Pick one niche you already know, sell the outcome not the tools, and package simply: Core (Meta ads) or Growth (ads plus AI caller).
35:00 – 45:10
05 · Pricing: red oceans, PIF and the beginner trial
Saturation means proven. Retainer, performance or paid-in-full pricing, plus a five-box self-check that steers most beginners to a cheap three-week ads-only trial.
45:10 – 1:11:43
06 · GoHighLevel: snapshot, pipeline and calendar
Agency view versus sub-accounts, importing the pre-built snapshot, the booked-appointment pipeline, and calendar setup with a 2-3 day booking window and 45-minute calls.
1:11:43 – 1:50:15
07 · Domain, funnel, payments, phone and automations
Buy the domain inside GHL, edit the booking page and pre-call page, collect payments off Stripe, buy a number and get A2P verified, set a sending subdomain, fill two custom values.
1:50:15 – 2:14:50
08 · Choosing an acquisition channel
Outreach costs time, content costs months, ads cost money. Start with your own network, then go all-in on one channel; with $1,000-2,000 to spare, skip straight to paid ads.
2:14:50 – 2:53:32
09 · Running your own paid ads
Competitor research in the Ads Library, ArcAds video and Ideogram image creatives, a leads campaign on ABO at about $50/day broad, one ad per $10 of daily spend, and a Schedule pixel on the pre-call page.
2:53:32 – 3:23:34
10 · Sales calls and a live $15K close
Frame, discovery, demo, close. Discovery is 80% of the sale. A recorded stem-cell clinic call shows price-up-front, pain priming and a financing close: $10K now, $5K after $50K in patient revenue.
3:23:34 – 3:31:20
11 · Objections and finishing the call
Push for payment on the same call, review contracts live instead of sending them, take a deposit if needed, and book onboarding within a day to kill cold feet. Practice with mock calls.
3:31:20 – 3:52:20
12 · Client onboarding and expectations
A five-step onboarding funnel, a mailed gift, the kickoff call treated as a second sales call, launch by day seven, weekly check-ins in month one, Monday Loom reports. Expectations are 70% of fulfillment.
3:52:20 – 4:12:32
13 · Client ad access, funnels and reporting
Get full access in the client's Business Manager, match the funnel to the offer (instant form vs booking page), judge ads on spend, cost per result, count and lead quality, and upsell at kickoff or after a win.
4:12:32 – 4:27:10
14 · AI caller: GoHighLevel Voice
Retell is now native inside GoHighLevel, so voice agents run off the same number and workflows. Build a knowledge base, prompt it, trigger outbound calls from a booking, then snapshot it for every future client.
4:27:10 – 4:38:51
15 · Scaling client acquisition
Scale anything above 3x ROAS, test creatives and audiences (broad, interest, lookalike from a scraped list), use content to nurture booked calls, pay 25% referral fees, and stay on acquisition until $20-30K/month.
4:38:51 – 4:49:35
16 · Hiring the team
Hire the back end first (onboarding VA, media buyer, then client success manager) before setters and closers. Do the job yourself first, use test tasks, and interview ten people per hire.
4:49:35 – 4:56:15
17 · Operator to CEO
Delegate and actually let go, buy systems help, plan growth by working the math backward, and decide whether the agency is a vehicle to scale or to sustain.
4:56:15 – 5:00:40
18 · Next steps and the giveaway pitch
Final pitch for the free community unlocked by a GoHighLevel affiliate trial, and the Rolex, MacBook and AirPods Max prizes.
Atomic Insights
Lines worth screenshotting.
Saturation is just another word for proven, so a crowded niche like real estate agents is the lower-risk starting point.
Business owners do not buy AI; they buy booked appointments, so the offer should never lead with the technology.
If you have $1,000 to $2,000, skip cold outreach entirely and put it into ads that book your own sales calls.
The creator worked at McDonald's for two weeks and used the paycheck on ads to close a client, as a public challenge.
A booking calendar should only show the next two or three days, because prospects who book further out stop showing up.
One ad per $10 of daily spend, capped at 25 ads, is the rule used to decide how many creatives to test.
Judge an ad by how much it has spent, not how long it has been live: $100 in one day equals $10 a day for ten days.
Discovery is about 80% of whether a sales call closes; skip it and the pitch has nothing to attach to.
When a prospect says 'let's talk next week', it means no about 95% of the time.
Pitching price at the start of a high-ticket call keeps educated buyers listening instead of waiting for the number.
Since Meta's Andromeda update, the ad copy itself does the targeting, so agencies launch 40 to 80 new ads a month.
Promise five appointments and deliver eight, and the client is happy; promise ten and deliver eight, and they are angry.
About 80% of kickoff calls produced a $2,000 to $5,000 upsell once they were treated as a second sales call.
Expect 20% of clients to win, 60% to be middling and 20% to lose, even when you do the work well.
Hire the back end first, because a bad closer can take revenue to zero while you are buried in fulfillment.
Lifestyle barely improves past about $30,000 a month in profit, according to the creator, so decide whether to scale or sustain.
Takeaway
One niche, one outcome offer, your own ads
WHAT TO LEARN
The path rests on picking one niche, selling a concrete outcome instead of AI, booking your own calls with ads, and setting client expectations low enough to beat.
02Why an AI agency beats the other models
An AI agency costs roughly $97 to $300 to start, mostly the CRM, while day trading and dropshipping need thousands in capital or ad tests.
AI automation builds are getting commoditized because owners can ask ChatGPT or Claude to do the same task themselves.
The pitch pairs two services: Meta ads that create leads and an AI voice caller that phones each lead and books it.
03Expectations and the beginner traps
Expect 60 to 90 days before a first client and commit to three to six months in one niche regardless of early revenue.
Skip the website, logo, LLC paperwork and fulfillment planning until someone has paid you, because none of it closes deals.
You cannot judge fulfillment from one client; it takes many clients and case studies to know whether your delivery works.
04Picking one niche and writing the offer
A good niche has a clear problem, a valuable outcome you can deliver, and an owner who can say yes without a board.
Pick an industry you already have a connection to, because knowing the lingo is the only edge a beginner usually has.
Sell a tangible outcome with a timeline and risk reversal, such as five jobs in 90 days or you do not pay.
Keep the package to one or two tiers; the client always pays ad spend separately from your fee.
05Pricing: red oceans, PIF and the beginner trial
A saturated red-ocean niche is lower risk because saturation just means other agencies already proved it works.
If you lack two or more of sales experience, niche experience, confidence, a mature look and fluent English, start with a cheap trial.
A three-week, ads-only trial for a few hundred dollars gets the first clients in the door and buys you conviction and case studies.
Paid in full beats split payments because upfront cash funds hires, mentors and ad spend.
06GoHighLevel: snapshot, pipeline and calendar
GoHighLevel uses one agency account with a sub-account per client, plus one sub-account for your own agency.
Limit the booking window to two or three days out, because prospects who book a week ahead forget why they booked.
A pipeline with booked, no-show, cancelled, follow-up and closed stages gives you show rate and close rate data.
07Domain, funnel, payments, phone and automations
The booking page should state a niche, an outcome, a timeframe and a pain removed, never 'use our AI systems'.
A pre-call page with a short expectations video and one-minute objection videos raises show rate and call quality.
Text messaging from GHL requires A2P registration, and email should send from a dedicated subdomain so it avoids spam.
Stripe can freeze high-ticket agency revenue in reserves; the creator lost access to about $30,000 for 90 days.
08Choosing an acquisition channel
Your existing network of friends and family in the niche is the fastest first-client source, even at a discount or free.
Pick one channel and go all-in, because splitting between cold calls, DMs and ads rarely works for beginners.
Cold SMS to purchased lists is non-compliant and has driven agency owners to bankruptcy over fines.
Organic content takes months; put the niche name in every title and add a mid-video and end-of-video call to action.
09Running your own paid ads
Before spending, study competitors' long-running ads in the Facebook Ads Library, since ads still live after months are likely profitable.
Video ad scripts follow hook, body, call to action, and the hook names the niche directly.
Run one ad per $10 of daily ad-set spend, capped at 25, and judge ads by amount spent rather than days live.
Optimize the campaign for a Schedule event fired on the pre-call page, since only people who booked ever reach it.
10Sales calls and a live $15K close
Open with small talk and set the agenda yourself so you, not the prospect, hold the frame of the call.
Discovery is about 80% of the close: gather pain points as ammunition, then tie every part of the demo back to them.
Explain how the outcome happens in plain terms; prospects do not care about tool names or response times.
Financing or split payments can rescue a deal when the prospect says yes to the offer but not to the lump sum.
11Objections and finishing the call
'Let's talk next week' is a smoke screen about 95% of the time, so push for payment on the same call.
When a prospect wants to review the contract, send it and review it together while still on the call.
Book onboarding for the next day, since a week-long gap after payment invites cold feet and refund requests.
12Client onboarding and expectations
Expectation setting decides most of fulfillment: promise five appointments and deliver eight, never the reverse.
An onboarding funnel with videos and an intake form gets most clients to grant ad access before the kickoff call.
Treating the kickoff call as a second sales call surfaces gaps like SEO, reviews or reactivation that sell as add-ons.
Fast replies and a small mailed gift keep breakeven clients from asking for refunds, because most agencies communicate poorly.
13Client ad access, funnels and reporting
Ask clients for full access in Business Manager rather than partner access to avoid repeated permission calls.
Client offers need to be concrete, such as a free home evaluation, not 'click to buy or sell a home'.
Track spend, cost per result, result count and lead quality; a pricier qualified lead beats a cheap junk one.
Be blunt in weekly reports about what is not working, and push back when the client is fumbling the appointments.
14AI caller: GoHighLevel Voice
GoHighLevel's native voice agent runs on Retell, so callers use the same number and workflows as your texts.
Feed the agent a knowledge base scraped from the client's public info, then test it by calling it until it sounds right.
Once one client's caller works, snapshot the sub-account and reuse it for every new client in that niche.
15Scaling client acquisition
Scale any campaign at or above 3x return on ad spend, and treat customer acquisition cost against lifetime value as the core metric.
Lookalike audiences built from an uploaded list of target businesses work well once B2B spend passes about $150 a day.
Expect roughly 20% of clients to win big, 60% to be middling and 20% to lose, even with sound delivery.
Offer a 25% referral fee and ask happy clients for introductions outside their own service area.
16Hiring the team
Hire the back end first, an onboarding VA and a media buyer, so a bad sales hire cannot zero out revenue.
Do the fulfillment yourself for the first three to five clients so you can spot real talent later.
For sales roles, recruiters and high-ticket sales trainers outperform Upwork, OnlineJobs and LinkedIn.
Give candidates a test task or mock call, and interview at least ten people for every hire.
17Operator to CEO
The shift from operator to CEO only makes sense around $50K to $100K a month; below that, stay in the trenches.
Delegation fails unless you trust the hire enough to stay out of the work you handed over.
Plan growth by working the math backward from the revenue target to the hires and ad spend it requires.
Glossary
Terms worth knowing.
GoHighLevel (GHL)
An all-in-one marketing CRM for agencies with funnels, calendars, texting, email, automations and AI voice agents. Each client gets a separate sub-account under the agency account.
Snapshot
A GoHighLevel export of a configured sub-account, including funnels, workflows, calendars and custom values, that can be imported into another account in one step.
Sub-account
A self-contained GoHighLevel workspace for one business. Agencies create one per client plus one for their own operations.
A2P 10DLC registration
The US carrier verification a business must complete before sending application-to-person text messages from a local number. Unregistered texts get blocked.
PIF (paid in full)
A client pays the whole engagement fee upfront, often at a discount compared with splitting it into monthly payments.
Pre-call page
The page a prospect lands on after booking a sales call, with videos that set expectations and answer common objections to raise show rate.
Meta pixel / dataset
Tracking code on your own web pages that reports actions like page views or bookings back to Meta, so its ad algorithm can find more people who convert.
ABO (ad set budget optimization)
A Meta ads setting where the daily budget is controlled at the ad set level rather than spread automatically across the campaign.
ROAS
Return on ad spend: revenue generated divided by money spent on ads. A 3x ROAS means $3 back for every $1 spent.
CAC vs LTV
Customer acquisition cost compared with the total revenue a customer brings over the relationship. A healthy agency keeps LTV well above CAC.
Lookalike audience
A Meta targeting option that finds new people resembling a list you upload, such as a scraped list of businesses in your niche.
Two-call close
A sales process where a short qualifying call with a setter comes first and a separate demo-and-close call with a closer follows.
Smoke screen
A vague objection, like 'let me think about it', that a prospect uses to exit the call rather than state the real concern.
CSM (client success manager)
An agency role that runs onboarding, check-in calls and day-to-day client communication, working with the media buyer.
“You're not apple.com and nobody cares about it. So stop focusing on it.”
blunt, funny, no setup needed→ TikTok hook↗ Tweet quote
19:10
“This is like worrying about what color my private jet is when I have $1 in my bank account.”
vivid image for a common beginner mistake→ IG reel cold open↗ Tweet quote
31:30
“Simple scales, fancy fails.”
four-word rule, no setup needed→ TikTok hook↗ Tweet quote
35:00
“Saturation is just another word for proven.”
reframes a common fear in six words→ newsletter pull-quote↗ Tweet quote
1:16:20
“The most high converting websites and funnels that I've seen work are actually the most boring looking ones.”
hot take against AI-built sites→ IG reel cold open↗ Tweet quote
1:58:10
“You're so much better working a job making minimum wage, taking that money and throwing it into ads, than sitting around for six months trying to do outreach.”
strong opinion with a personal story behind it→ TikTok hook↗ Tweet quote
3:26:10
“When somebody tells you, let's speak again in a week, that's another word for 95% of the time, I don't want to speak to you again.”
every salesperson recognizes it→ IG reel cold open↗ Tweet quote
4:27:20
“I'd rather have five qualified leads than a hundred trash donkeys that opt in through my funnel.”
funny phrasing on a real metric→ TikTok hook↗ Tweet quote
The Script
Word for word.
Read-along
Don't just watch it. Burn it in.
See every word as it's spoken — crank it to 2× and still catch all of it. The same dual-channel trick behind Amazon's Kindle + Audible.
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metaphoranalogystory
Almost a year ago, I released a free 10 hour course showing you exactly how to start an AI agency. And it became one of my most viewed videos ever while helping over 100 ,000 people start businesses in the fastest market in the entire world, which is AI or artificial intelligence. But a lot has changed since then.
AI has moved so fast. And if I was starting from scratch today, I would take a completely different approach. So that's why I've spent the past few months rebuilding this course here to show you exactly what I do to make my first $100 ,000 all over again.
And look, I know me saying I've made over a million dollars in profit by the age of 19 years old may come across like I'm flexing or i'm bragging but because this video is about making money i think it's completely relevant you know the person you're about to learn from has actually done it before and at this point i've been running online businesses for the past four years now from when i first started my agency at 16 years old signing real estate agents as clients and spending six months not closing a single deal and not knowing what to do i was lost to then going on to make $3 ,000, $5 ,000, $10 ,000, $30 ,000, and even over $100 ,000 a month while building an amazing team around me and helping hundreds of people along the way.
And I can truly say now that I've achieved every financial goal I had set out for myself when I was just a 15 -year -old working for $15 an hour at a golf course, having no clue what life had in store for me ahead. This video is gonna show it all. I'm gonna take you through the entire process from choosing what service to sell, where to find paying clients, closing live deals inside of my own agency, delivering a service that business owners will pay you monthly for while ai does 90 of the work and to make this video just a little bit more interesting i'm going to be giving away this 10 000 rolex to one lucky person that watches this entire video and competes in a set of challenges and i'm going to fly you out to seattle washington where i'm based and give it to you live in person and there's tons more bonuses throughout this video as well But more on that in just a minute.
So I'm so happy to finally be able to release this video to the public. And this is truly the video that I wish younger Carson would have saw when I was first starting my business at 16, because I'd be so much further ahead if I had this. So without further ado, let's jump into module one.
All right, so welcome inside the official 2027 AI agency free course. In this video, I'm gonna be covering number one, how to start and set up your AI business the right way. Number two, actually building and creating offers that is desirable for the market that business owners will pay you money for.
Number three, how to actually find these clients that will pay you anywhere from five to $10 ,000 upfront for the service that you're gonna provide for them. Number four, how to deliver and fulfill on these clients that you close to make sure number one, they're happy, they're satisfied, they refer you, they're friends, and to actually make sure you just do a good job.
And then lastly, how to actually turn these one -off clients into recurring revenue every single month and build a team around this so they handle all the work for you. And I'm gonna be walking you through each of these step -by -step. And this is coming from somebody who has done this over the last four years very publicly.
All the line from a laptop in my bedroom. This is where I started out below when I was 16 years old. Just a dream in my bedroom, honestly, of making some stuff happen.
Fast forward a few years, obviously a lot has happened, okay? It's really given me the freedom of number one, my time, okay? In my days, I really choose how I wanna spend my time, which is one of the biggest luxuries.
could possibly think of i'm not tied down to an office job or working nine to five or going to school anything like that number two is my location i can travel or do anything i want like vacations in the world and it not really affect my income or my business and then lastly is having freedom over my income okay i'm not capped at a certain amount i can make as much money as i truly want assuming i put the work in and obviously it's been able to you know really just change my life take care of myself but also the people around me the loved ones so you're probably wondering carson why are you giving this away for free it's probably what's going off in your head right now and the truth is most online courses out there are complete scams that cost way too much money, okay?
I've seen them all. They're taught by people who have never actually run the business that they're preaching you to do. So I've spent over $100 ,000 on courses and mentorships myself from guys like Jordan Welch, Iman Gadzi, Patrick Meddavid, et cetera.
And I can tell you guys, I'm gonna be putting everything I've learned from all this money I've spent on mentors in this video here so you don't have to, okay? And for context, this is everything that took me from a broke 16 -year -old in high school to a 20 -year -old millionaire. And I know that 20 -year -old millionaire saying might have kind of a bad, taste in your mouth, but I think it's relevant to the topic.
We're talking about how to make money here. So I'd hope the guy you're learning from actually has money aside, invested, and is doing well for himself. You know what I mean?
And you're probably wondering who is Carson Reed. If you have no clue who I am, let me give you a quick context. So I grew up in Seattle, Washington inside the United States, and I had an obsession for video games and even made my first money online streaming on Twitch at 13 years old.
Okay. I was really good at video games, Fortnite, Valorant, Rust, CSGO, you name it. I played all these games, but I eventually Eventually got so addicted to them.
I hit a rock bottom. Okay. And I knew I had to change something.
So this is right around where I started working in a golf course at 15 years old to start saving some money to start my first business. And then in late 2022, I bought a course on how to start a social media marketing agency. And that is truly where it all started.
Okay. I built an agency that helped the real estate agents. And this allowed me to make three, five, 10, even $20 ,000 in a singular month as a 17 year old still going to school.
And this is while I documented everything live on this YouTube channel, which is so cool. You guys can go back and see the entire journey. And just for some material possessions are kind of like little trophies that obviously I've accomplished is number one, I've bought my first watch at 18 years old.
I'm into watches. It's kind of my thing. So about a date, just when I was 18 years old, this was around $15 ,000.
That's what I'm wearing right here. Then when I turned 19 years old, I went crazy and I bought a Patek Philippe, which was $60 ,000 when I bought it. I can't even believe I'm saying this.
It's worth $90 ,000 almost today. Yes. A singular watch with a rubber strap.
worth 90k which is nuts i've also been able to buy some rolexes for my mom and dad for christmas as kind of gifts back to them and then lastly i was able to buy my dream supercar at 20 which was a porsche gt3 which i always wanted since i was a kid and to prove to you guys it's not luck and everything i'm saying in this video i've done before and tested it i did a 30 -day challenge just not even a year ago where i went from zero and in just 30 days went from zero to sixty thousand dollars in cash collected with a brand new ai agency where i documented everything live just to prove to you guys that every i'm going to be sharing inside this video i have actually done and tested myself and today i'm scaling up my own ai agency working in the medical sector where i primarily work with stem cell clinics which is a very specific niche i work with obviously i have a youtube channel where i'm really trying to grow this i have a little around 45 000 subscribers right now as i'm filming this maybe when you're watching this i have much more who knows and um i also help people for free inside of my ai agency mentorship group which i'll talk about in just a second because i don't charge 5 10k for a course um everything i do is pretty much for free so overall my point is if i can achieve
all these results as a teenager, I'm sure that you can too by following these steps I'm gonna give you inside this video. And just to make it interesting, I'm gonna be running a 60 -day live challenge, an event that's going to go alongside this course right as it drops. So as you watch this video, you follow the modules and you start landing clients.
You can log your wins to have the chance of winning some crazy items, okay? Three people are gonna win cool things. The first person is going to win a Rolex Submariner in a few days in Seattle with me, okay?
I'm gonna fly you out to me. I've got the box right here with the watch in here. I literally have it.
I don't know if the camera can truly show it, but I've got the watch in my hands right here that one of you guys are going to be winning just through watching this video here. Second place is going to win $1 ,500 towards a MacBook they can buy. And third place is going to get new air.
pod maxes and the way it's going to work is points are going to come from money collected not sign up so new clients that you close for say a thousand dollars two thousand three thousand dollars ten thousand dollars that's all going to be logged on a leaderboard and you have 60 days to actually make it happen and whoever makes the most amount of money will win and just to make it fair i'm not allowing anyone who's making over ten thousand dollars a month to join this challenge because that would be just obviously super unfair so it gives a lot of you guys who are watching this video right now who are complete beginners a true chance at winning some super cool bonuses now if you're watching this at the end of this 60 -day event where maybe you're watching this at the start of 2027 because this is probably going to come out around October or November of 2026.
There's no worries because I still run new bonuses every single month inside of my free mentorship group that you can still win. But I will probably never do a giveaway like this ever again. So to follow along and actually get access to try and win these challenges and get in the leaderboard, you can join my private school community completely for free in the top link in the description below.
And the way you actually access it and join it is you sign up with a tool and software called GoHighLevel. You get 30 days completely for free, plus all of the mentorship resources and everything I'm gonna just tell you in just a second.
And this is where you're gonna get access to actually submit your progress and jump on the leaderboard. And you don't have to pay even a penny today. So if you don't like it over these next 30 days, you don't like what I have to give you and everything inside, you can cancel at no extra cost.
But once you're inside, you get monthly Q &A calls every single week with me. You get websites, the funnels, everything I'm gonna be showing inside this video, the sales scripts, the automations, the calendars and reminder workflows, the sales call recordings from my agency of closing big 10 to 15 ,000, dollar clients sops resources and more all of it once you sign up using my link and you'll check your email and you'll get an email directly from me right as you sign up that will include what's called the snapshot that you will import as you start watching this video which holds all these things from the websites the automations and the templates that you'll follow alongside in this video and then you're also going to get a second email that will invite you directly to my school community where everything is hosted inside and there's countless people winning too where you can get to meet them you can get to meet them on the calls and overall just be in an awesome community with like
minded people. So to quickly cover the table of contents for what I'm going to be covering inside this video, obviously this is module one where it's really just getting started with an AI agency. Module two is going to be choosing your niche and your offer and your pricing.
Module three is actually setting up your agency inside of GoHighLevel. So this is really where you're going to utilize that snapshot I was just referencing. Module four is actually covering how to get clients.
Module five is sales call mastery to make sure once you start having sales calls, you know how to go about them correctly and start closing at a high rate. Module six is client fulfillment to get your clients good results. Module seven is scaling and high hiring a team that actually handles a lot of the work for you.
So you're not working 12 hours a day. You can just work a couple hours a day and make sure your team is doing the right work. And the module eight is going to be covering next steps.
And just for context, guys, you're going to find the top link in the description below to actually sign up with GoHighLevel and get 30 days completely for free. It's going to look something alongside this. Obviously, this site here is kind of the blank testing site that I have right now.
But as you sign up, you'll be able to go right here and actually join the challenge like so. So once you're signed up here, you've got 30 days for free. You'll have access to everything.
And if you have any issues, just feel the DM me on Instagram. Instagram is just at Carson Reed and I'll help you out there if you run into any issues. So that being said, the next steps is let's head into the second part of module one and I'll see you guys inside.
Alrighty. So welcome to the second part inside of module one, which is going to be, is starting an AI agency right for you? Okay.
And I think there's a valid question because like anything, I'd like to let you guys know if this is a business model, you should start. or not before we actually jump into it so let's compare all the different business models that you're probably thinking of starting out there online okay top business models out there are probably number one day trading ai automation smma drop shipping ecom and then also an ai agency which of course this video is on so what's the difference between each of these now i'm going to be dividing these up by startup cost profit margin fulfillment and deal type So let's start with AI automation, which the startup cost is fairly similar.
And AI automation is really where you just go to other businesses, tell them you'll help them build AI automation tools like NAN tools or things to like make their business a little bit more simpler and easier. So startup costs, it's not too much. Okay.
It may cost a hundred to $500 upfront to start, which isn't that bad. Profit margin is 80 to 90%, which is super good. The fulfillment is a medium, okay?
It's kind of easy to do, but the problem is it's becoming more and more commoditized with AI honestly being able to do a lot of the AI automation for you. Meaning these business owners probably just don't need to hire you at this point because they can just ask their own AI like ChachiBT to do it for them. And the deal type is one -off plus recurring, which is decent.
Meaning they get upfront amount payments and they also should get some monthly recurring payments. And to conclude on AI automation, the reason I just don't think is it's the right business model to start is because AI is literally, as it progresses, it's making it more commoditized. Because all these new AI tools that are coming out, ChachiBT or Claude is literally making it so you can just prompt OpenAI or ChachiBT to do this for you.
And it will do it. You don't have to have some tech developer and these business owners know this where they just don't have to hire someone like this to do a simple task like that. And they can just honestly do it themselves.
Next is day trading. So day trading, the startup cost is probably thousands of dollars. Contrary to what everyone will tell you online about day trading, I first started trying to make money with day trading.
What nobody's going to tell you is you have to spend a ton of money either on prop firm accounts that you're probably not going to pass or with your own money with live trading. And I think the stat is 0 .02 % of traders actually pass their first, you know, or just like their prop firm accounts, which should just show you guys the success rate.
Like honestly, day trading is just one of the worst business models for beginners to start out with. I know it's very hype. I know it's very popular, but trust me guys, like every one of my friends who makes a lot of money and they're like in the space and they know some of the big day trading creators that tell and push this stuff, they all laugh about the same stuff.
Meaning it's kind of like the worst pipe dream to ever try to go down. Profit margins, five to 15%. I mean, obviously it's a little bit harder to judge this, but if you're using prop firms, obviously they take a cut.
And also just profit margin in general is like, just depends on like the trading volume you're using and how much capital you're using. Fulfillment, obviously there's no fulfillment for day trading. You're just kind of trading the markets and you collect any profits or lose any money.
And the deal type is also NA. So honestly, day trading's, in my opinion, on a F on the tier list. Out of all the day trading people you see on the internet, I'll guarantee you maybe one or two you've actually seen are profitable.
All the rest are not. And they're just... selling a course on it.
Next is freelance brand scaling. Okay. So this has gotten very popular.
This is kind of the same thing as SMMA, which is what I started with. So I have a lot of context on like. Actually, does this work or not?
Number one, the startup cost is about $250 to $1 ,000. Not that bad. The profit margin is 60 to 75%, which is super good.
The fulfillment is medium because a lot of the times just running ads for businesses, while it does work and while you can get some good clients in through the door, it's not new, okay? We've heard the same offer since 2016 when Tai Lopez told everyone to start running an SMMA. And the deal type, which is recurring, which is also pretty good, but honestly, I just think it's outdated and it's kind of a hype trend that's probably not worth pursuing.
Next is dropshipping. So dropshipping is obviously a very, very big one that's been around for a very long time. Startup costs gonna be one to $2 ,000, testing products, running ads, et cetera.
Profit margins, 10 to 40%. I know a lot of big e -com guys and their profit margins are actually sub 10%, meaning if they have a bad month where their ads just don't convert as well, they are literally in the hole or negative. So you could only imagine with these experienced people facing that, how bad it is for beginners.
The fulfillment I'd say is pretty easy, obviously, because you can kind of just like have suppliers just do it for you and you just really just pay. them a cut of whatever you got paid up. People do not come back to your store and buy more products because a lot of it is from China and it's just low quality.
Lastly is AI agency. Okay. The startup cost is anywhere from $97 to $300.
All you really need is go high level to start this. So that's why I say it's pretty good. Profit margin is 70, 80%.
Okay. Honestly, like your profit margin should stay very, very high. Assuming all you're paying for is some softwares and maybe some ads.
Fulfillment is very easy. In my opinion, you just set up all the ads using AI and then you can have go high levels own a high chat bot pretty much. do all of the building for you around building AI callers and voice receptionist, which I'll talk about inside of the offer section of this video.
Lastly, deal type. Okay. You're getting one -off plus recurring, meaning people are going to pay you, let's say three to five, $10 ,000 upfront.
And you'll also get a monthly maintenance fee for one to $2 ,000 usually on average. So obviously AI agency, in my opinion, is the absolute winner here. It beats everything out in startup costs, profit margin, fulfillment, and deal type.
And AI is changing everything, guys. Like AI will contribute to $19 .9 trillion to the global economy through 2030. Businesses everywhere are asking, how do we use AI?
Which leads to huge demand and huge opportunity. And I always say the fastest way to make the most amount of money is ride big trend. If we look at the past trends in history, we look at the internet boom in the 1990s to the early web businesses that took off.
And then early 2010s, e -commerce, mobile apps, and Shopify and app developers scaled super, super quick. leaving a ton of them to become multimillionaires. And then in 2020s, we've reached the AI revolution, which is going to be one of the biggest trends, if not the biggest trend in our entire lifetime, where adoption is accelerating faster than all previous waves combined.
And the cool part about this is AI sells itself, okay? Clients are already curious about AI. AI creates instant credibility in conversations because you sound like you're up to date and you know what you're talking about.
It's easier to win clients over compared to the other models that are just honestly have been around for a long time. They've heard the same offer a billion times. You come to the table with something unique.
But the one thing I want to tell you guys to keep in mind throughout this video is it's a marathon, not a sprint, okay? This is something if you guys watch my channel over the past couple of years, you know I'm notorious for this saying. I tell my team this all the time.
If you expect to make $100 ,000 a month in two weeks, this is not for you, okay? Click off this video. And I know this is hurting my retention technically in the YouTube standpoint things, but I'm telling you guys, it's a long game.
You should not expect to get rich. overnight because anyone selling you that dream is probably lying to you. Real success compounds over years and months.
And I like to say patience plus consistency equals predictable growth. So you need to learn before you earn. Okay.
Meaning knowledge first and money comes later. Success is a lagging indicator of learning plus implementation. Meaning the actions you guys take today by watching this video and executing what I say over the next month or two months will hopefully lead to clients that pay you in two, three, four, five months from now.
And every skill that you build now becomes an income multiplier later. Take this from the guy who has literally seen this firsthand. So what I want you to do is set clear goals down on a piece of paper, okay?
People with written goals are far more likely to achieve them than the people who don't write them down. And clarity drives focus and focus almost always drives results. So write down where you want to be in 90 days from now, one year from now, in three years from now, and get super specific.
Talk about what house do you want to be in or what apartment you want to be in, what car you want to drive, what watch you want to have on your wrist, the people and the friends you want to have around you, what clothes you want to be wearing, how much you want to be making financially that can hopefully help all the people around you.
Write all these things down, guys. And I know this sounds corny, mindset BS, but trust me, these are things I did early on that set me apart from everyone else around me that have probably either quit or have a net worth that's less than 10 % of mine today. And I don't say that out of ego.
I say that out of just, honestly, I took the right actions and I executed on them. So write your goals down and have a long -term vision to this stuff. Seriously, if you're not going to watch this video and execute what I tell you over the next couple months, at least, then you should not watch this video.
It normally can take 60 to 90 days for someone to even close their first client. But there's a saying that says once it rains, it pours. And I've seen once you sign your first client, it feels like all the other clients are falling down on you too.
And yes, there's the rare scenarios of I've seen people come in and just in 30 days, they start making 10, 20 grand a month. But I'm going to be probably one of the first real guys on the internet to actually give you some proper expectations here. So take it to heart.
Next thing I want to cover is money loves speed. Okay. Opportunities don't wait.
So act quickly. Speed of execution separates winners from talkers and learn fast, implement fast and adjust fast. In the world of AI, everything is moving so quick.
Okay. And if you stop taking action and you really don't. chip away at the stone every single day and you're not consistent, you will be left behind and you will not make as much money as the guy who really sits every single day at his desk and tries to learn and implement.
So move quick. Now, next I want to cover the biggest beginner traps that you're going to probably come into as you're starting your first business. And I say this out of love guys, because I see the same beginners run into the same exact issues.
So I want to steer you away from them. First thing is worrying about your website before having clients. You don't need a website.
You don't need to spend all day using Claude or all these cool tools to make a cool website for you. To keep it a buck with you, nobody's looking up your website. You're not apple .com and nobody cares about it.
So stop focusing on it. It's not required to make money or close clients. Next is worrying about client fulfillment before having clients.
If you worry about your fulfillment and what you're going to actually provide on before you have clients, this is like worrying about what color my private jet is when I have $1 in my bank account. Make the money first, then worry about the color of your private jet. Get clients first, then worry about your fulfillment.
I know it sounds backwards, guys, but you truly have to understand that you're not going to get good at your client fulfillment until you have multiple clients anyways. One client that does good or bad isn't enough data to tell you you have good client fulfillment. You need lots of clients.
lots of case studies to prove that so worry about things correctly in order next is trying to outsource the work before you understand it yourself this is like me trying to teach someone how to ice skate but i've only watched youtube videos on how to properly ice skate like guys you're not going to be able to outsource the work if you've never done it yourself before at least to a somewhat of a decent degree so just know you're probably going to be a one -man team for your first few clients and that's fine because you're going to learn everything that then you can have people come in and do it at a better rate than you but at least you can spot the good talent because you've done the work before next is focusing on being what's called, I like to call a legal LLC warrior before making any money.
Guess what? You probably don't owe money in taxes if you've never made a dollar before. So don't worry about all this official, crazy, legal, complicated setup before making any money.
I'm going to preface this. I'm not a legal advisor, but I see people spend way too much time on being all official and they just end up not actually getting anything from the business anyways, because they spent all their time on the wrong actions. Focus on making money and closing clients first.
then worry about what comes after next is being too worried about testimonials before getting clients if you don't have any clients how are you supposed to get testimonials just know you're gonna have to go in an order of operations it's okay not to have testimonials when you first start out nobody does but you can get them as you start getting your clients good results which comes back to my point again which means you need clients first and then lastly but probably the most important thing is quitting too early if you're starting to watch this video and you're not committing yourself to at least three to six months of running this business regardless of how much money you make you are not going to succeed.
Look, like I've said, I'm gonna be really upfront with you guys in this video as most people are going to sugarcoat things online and tell you things that are just completely not true. I will tell you guys, this is a grind and it takes weeks, if not months. Commit yourself to the long -term because guess what?
If I only went five months and I quit on month five, I wouldn't have seen that first client that I closed on month six. Fast forward a few years later, I literally live a dream life that I couldn't even possibly imagine when I first started. And I say this out of true authenticity and love, guys.
Like, I want the same for you, you have to be willing to stick it through the hard times. If everyone could be 20 years old, drive around with supercars and have hundreds of thousands of dollars in watches, and it was just super easy, everyone would have it.
You have to go through the hard times first to get the prize at the end. So don't quit too early. Again, it's going to come back to my saying, which is it's a marathon and not a sprint.
So that being said, guys, I hope you enjoyed this module and I hope this was insightful. Next step is going to be heading directly into module two. We're going to cover a lot of important things inside of there around your offer, pricing, and niche.
So I'll see you guys in there.
All right, guys, welcome inside of module two. This is where we're gonna be talking about choosing your niche, offer, and your pricing, okay? So really what we're gonna be covering is number one, how to pick the niche or market of clients you wanna work with.
So a specific market, whether it be realtors, HVAC companies, dentists, it doesn't matter. Like we're gonna talk about what, in my opinion, the best niches are today, how I'd go about choosing it, and really just like what would be your best pick. Next is gonna be building an offer that sells.
So when you go to this market, how do you present them with a service and an offer that you can sell them and they actually want, right? And then that along with, of course, setting your pricing and payment terms. So how do you price your service?
At which time length, et cetera, okay? So number one, the question you guys are probably asking, who should you help, okay? And I always like to say it comes down to a few factors.
Number one, there needs to be a clear problem in that market you wanna go serve. Number two, it needs to be actually a valuable outcome that you can deliver. Number three, it needs to be a reachable owner.
And I always say this is someone who can say yes. So for example, it's a little bit harder if you're gonna go after like, I'm gonna give a crazy example, hedge fund managers, right? Because like they might, if that's, niche as hedge fund managers they might have a board of directors they might have all of these different factors for you to actually get a close and while if you do get that closed with a hedge fund let's say as a client it'd be great um the chances of you getting that close are much smaller because the owner is not as reachable okay so step one which is going to be Pick one business and go all in on it.
Okay. I really can't tell you guys clear enough. Like the amount of people, this is kind of rule one when it comes to picking your niche out there.
Do not try to have the idea of like, all right, I'm going to split test. I'm going to do roofing and HVAC or I'm going to do med spa and HVAC. Like guys, every industry works.
Okay. Like I have, I heard a saying once, I think it's super true. You can start a business and get it to almost at least a million dollars a year, which is $88 ,000 a month for context.
Or I think it's 83 ,000, 88 ,000, one of the two. Um, and you can do it in one market, one service, very simply, if not make 10 million a year in it, if you do it really well. Okay.
So it doesn't matter the niche you choose, but pick one and go all in on it. Okay. And this is something you need to set a long -term time horizon for as in, you're going to do this for three to six months at minimum.
Okay. One niche that you are familiar with. This is the next thing I always talk about, which is choose an industry you have some sort of background with, right?
Like use your competitive edge as much as possible. So for me, I can kind of just speak from my own experience. When I was starting out at 16 years old, I had nothing going for me, right?
I was a 16 year old who had no skills. I was overweight. I didn't know how to speak properly.
And I was like, I had everything against me, right? I got bad grades, wasn't a smart kid, just played video games all day, quite frankly. But what I did have was I did know some real estate agents that were local to me, like family, friends.
just real estate agents i knew they were everywhere i knew there was a lot of them so just screw it let me just go work with realtors and that for me was what worked because guess what i knew something i was kind of familiar with so in this case for you it could be like your dad is a roofer right and you understand the lingo because you've obviously grown up with your father and you've seen kind of what he's gone through or you know whatever it is right it doesn't matter just like if you're getting a law degree maybe go after lawyers or if you you know have some sort of relationship to an industry go after them okay next is going to be sell the result not the actual like service, if that makes sense.
Like you are going to sell the service, but I always say like sell the outcome, not the features. Nobody cares about the features. So in this case, for example, let's say our service, and I'm going to get to this in a moment and the offer part, but let's say as an AI agency, the big service we're probably going to be offering is two key things.
It's going to be marketing. So social media ads for a client that we work with along with an AI color. So the social media ads will go get these new leads of interested customers who want, you know, a new roof, right?
With, from this roofing company client you have, you'll make ads designed. around that. And then you have this AI caller set up on standby that's built within go high level that calls all these new leads in automatically qualifies them over the phone.
Sounds like a human and then books them into your client's calendar. Your client doesn't care about all that stuff. Okay.
Like your client just wants to know, okay, what's the outcome you're getting me? And kind of, how are you doing it at a basic understanding? That's all I care about.
So in that case, it'd be like, look, we're going to get you five jobs in the next 90 days for your roofing business, or you don't pay us a dollar. And the way we're going to do that is by setting up a bunch of ads using our AI system. We have have a bunch of ads we're going to launch for you on Meta.
And then we'll also set up an AI voice receptionist caller to do all the work for you. So all you do is just open up your calendar to see booked appointments on there. That's it.
Okay. Like guys, don't overcomplicate this stuff. They don't care about the little nitty gritty details of like, what's the response rate?
Is it like a 0 .1 second? Or is it, you know, how do you make the ads specifically? Is it using this new AI tool?
Like, sure. one in every hundred people will ask these questions but like don't worry about that okay business owners don't buy ai they buy book more booked appointments like i was just saying okay so sell the outcome not the tools next is write your offer okay so this is clear deliverables so the way we like to go about this and i'm going to kind of just go through all this here clear deliverables client responsibilities and how we measure the success so clear deliverables is kind of the main ai agency offer service like i was just saying is let's just say just marketing okay and then you have the ai color alongside it you make it clear that what you're doing for them okay because you don't want to just say like oh we're going to get you more booked appointments but you don't explain how like you should give them an understanding of course that's what they're buying from you like that's kind of a given um and the next is the client responsibilities so really what this comes down to is like i always say as an agency and as an ai agency as this is kind of the ai business i'm talking about throughout this video it doesn't matter like your responsibilities is it's like a 50 50 relationship
A lot of people think as an agency, you take 100 % of the blame in the ownership. So let's say you get your client a bunch of leads, but the client just can't convert these leads or these appointments and they blame you for it. And now it's all your fault and you're looking at yourself like, shoot, I'm so bad as an agency.
My fulfillment sucks, blah, blah, blah. But at the end of the day, you have to understand this is a partnership. You're going to essentially hand the baton off to them at some point one way or another, and they have to take it to the finish line.
Whether it be you get them more leads and they take that lead, they have the appointment that they get them on, and then they actually close the appointment. Or if you get them more appointments right through this AI system. Every business owner needs more sales appointments.
So that's why this is so good. And that's why this kind of like business model works for any industry out there pretty much. But just know it's a 50 -50 relationship.
It's not just one or the other. And a lot of client results and good client success stories will come down to both sides actually doing well. Lastly is actually tracking how do you measure success?
Okay, so within X amount of timeframe, let's say your service is 90 days long, you have to measure what is success and talk with your client around expectations or what would be successful at the end of these 90 days. Super simple stuff, guys. And I know this shouldn't be going without being said, but it should be said.
And then lastly is what's not included. So obviously give them a rundown of like anything that they may think is like included in your service. That's really not.
Maybe it's just like something super small. Like, I don't know, maybe it's like SEO, you know, if you're not doing SEO for them and you're not ranking them on Google, maybe let them know, you know, if they have that lingering concern, whatever you kind of feel on the sales call. Next is keep your packaging simple.
All right. So the core offer, like I've been talking about, this is really where we're going to go into AI agency offer here. The core is meta ads, Facebook and Instagram ads that you run.
There's a daily amount of ad spend that has, to be put in to keep these ads live for your client, client will always pay for the ad spend out of their own pocket, okay? And this is completely separate to your service fee.
So I'm gonna get into pricing in a moment, but let's say you're charging $5 ,000 for 90 days, okay? That $5 ,000 is completely separate to the 30, 50, or $100 a day that your client is gonna go put into meta ads. You're not a part of that, that's them, okay?
Now, when it comes to the actual core service here, meta ads, the reason it's the core service is because lead generation and getting more potential customers is what every business needs at its core foundation pretty much, right? Like there's the rare few businesses that just have referrals that come in and they don't want more clients, but I could guarantee you 90 % of business owners out there are going to say, yeah, I want to make more money.
Okay. So in order to do that, we have to have more lead flow. Therefore.
We need some sort of service that's going to actually go find new customers. And this is what we help people with at the end of the day, right? Like if I boil it all down into this video, this entire free course at its very simple form, we essentially are helping other business owners make more money through customers that we drive through social media.
Again, I'm not giving the details on how we do it. Obviously, you guys understand it. We're running meta ads, Facebook and Instagram ads for our clients.
We use AI callers, take these new leads. talk with them. The AI caller is going to call them up immediately as they opt in and book them, qualify them into our client's calendar.
But at the end of the day, we really just help bring more revenue for businesses and clients we work with. Now the growth kind of package here is where you do both. So the core is meta ads.
And then if you want to add more on top of it, you add the AI caller aspect. Okay. Now the reason this is cool is because what I've seen over running an agency over the past few years is initially it was only paid ads we could do, right?
Like I didn't have like the technology just wasn't quite frankly good enough or ready. to have AI callers be calling up my new leads for my clients when I was 16 years old. But once I turned like, I think I was like 18 years old when I really started getting into this stuff.
And obviously I'm 20 now, like it's been a few years since this tech has been out. And obviously I'm at the forefront of it for a lot of the clients I work with. It's great stuff, guys.
Honestly, like I used to have to go pay humans and have what's called like ISAs or appointment setters that I pay separately to call up all my clients' leads that were humans, that were slow, they take vacation, you know, all these things, all those things that humans have, right? vacation they got to go to the bathroom they have lunch breaks they go to sleep none of this stuff is a problem with ai right so there's two options here one clear difference it's just what you offer okay so don't add extra stuff to just look bigger this is the saying i always have to a lot of the people i help when they start agencies which is like don't have your offer be like nine different packages.
Okay. You're better off having one package or two packages and leaving it at that than doing like ads, SEO, reactivation, a new website. Don't do all that crap.
Okay. Do one thing and do it really well. You will make way more money in the longterm and also simple scales, fancy fails.
That's a saying I've heard of for the past years, pretty much when I started my business and I truly didn't understand it until I started talking with people who are starting and I realized everyone kind of overcomplicates things in their head. Do the simple thing, not the crazy thing. Uh, but just know there's two offers you can run with here the core which is just meta ads or growth which is paid ads plus the ai caller so i'm going to get into this in a moment next when it comes to pricing there's three ways to actually charge for this service okay so number one you can do like a setup fee okay so this is like a one time to build this system and let's say this setup fee is going to cover two months three months or even just like 30 days or a few weeks right if you want to do kind of like a trial period right this would just be very straight up okay it could be $2 ,000 for three months.
It could be $5 ,000 for three months. It could be $500 for three weeks, whatever you're comfortable with, right? Next is going to be monthly service.
This is like the retainer, right? So let's just say client signs for three months. We're going to charge 1500 a month.
three months that comes out to forty five hundred dollars okay um that's to run it and then lastly is the performance sort of base pricing okay so like pay on result so that you have to define the result or else your client will understand this but this could be like um this is a lot of what i do in my agency today a lot of my big medical clinic clients i have a pay per patient sort of basis so we just take rev share on all the patients we bring to them But keep in mind, I'm at the point now where my clients spend thousands of dollars down ads, okay?
Like each of them. And I don't work with like 10, 20, 30, 50 clients. I have a few select clients that are really, really big and I make a ton of money off my rev share.
But that being said, for you guys starting out, it may be like pay per appointment or pay per lead or pay per new job we bring you, okay? These are like the real big three ways to charge here. But you wanna price the work clearly, okay?
You don't wanna like keep it open -ended or anything like that. And the way I like to, put this is like, if you can help, like, for example, on the left here, I have an example where like if a lead calls a, let's say a roofing company or whatever, right.
They could miss a $10 ,000 job if they just don't pick up the phone, which is super stupid. Right. But if you have an AI receptionist built in for them.
this could save the $10 ,000 job that can make them an extra, like an additional $10 ,000 with such a simple act, right? So on your sales calls, you're going to anchor to them. Like how much is this worth for you to not have in your business?
And this could be, you may lose 20, 30, 50, a hundred thousand dollars a year, depending on your lead flow, um, of miss business, because you guys just aren't on the phones. Like you should be, you know, um, next I'm going to cover PIF versus split payments. I'm going to get to like what I recommend here in just a moment, but PIF is essentially short for paying full.
Okay. So this is like a 90 day service. where you pay 5k upfront that is like an example of a pif like oh we just closed a 5k pif okay now the way i like to split these up is like a split payment is like kind of like retainers just for example so like let's say a split up payment is like let's say it's two thousand dollars a month so this is how we anchor it on some of our sales calls or how it used to a ton was like okay we have a three month long service it's five thousand dollars upfront if you pay today or you can split it up it's gonna be 2k a month so you'll let end up paying 6k over the 90 days.
Um, or you can just save a thousand dollars if you pay the whole thing up front today. Now, the reason that's better to get more cash up front is because you have more cash. And in my opinion, like money and business is like air.
You have more air to breathe where you can go hire better people, hire better mentors, um, go more and invest more into your business, your ads, whatever it is. And that allows you to scale quicker. Okay.
Always clarify what's included and what costs extra. This is another thing, like just be simple around this stuff, guys. Like, um, you know, if you're going to do PIF, for example, explain like, what they save and why they should pay that.
You know what I mean? Clear terms equals no surprises should go without being said. Next steps is have your niche chosen, have your offer drafted up with clear deliverables and have your pricing model laid out with a competitive upfront model.
And right before I end this module, I'm actually going to go over to a lucid chart where I've broken down kind of these three different pricing and offer points. So you guys can have some context on like, if you just chose your niche, what you should be doing. All right, guys.
So I've got this chart up here where I'm going to kind of quickly break down a picking your niche and your offer and pricing. If I just went a little bit more in depth, like talking to you guys. directly in your situation.
So when it comes to picking your niche, obviously, like I said, pick something you're familiar with, pick one and go all in on it. But if I go a little bit deeper, there's two different, I guess, buckets of markets out there that you can select from. Number one is a blue ocean market.
And then the second is a red ocean market. Now, what does this mean? Well, a blue ocean market is a niche that's like super low competition, but there's also a lot less businesses in there.
So the example I could give here is like, let's say you're going to go after like I don't know, pool builders or like, you know, like wedding venue companies. Like, yeah, there's a lot out there.
I'm sure there's a decent amount out there, but compared to real estate agents or HVAC companies, there's much less. It's a much smaller market, which in return is kind of what I call a blue ocean market, right? Where there's less proof of concept of other businesses like us, like other agencies that are in there succeeding.
But if you go in there into this blue ocean market and you crush it, you'll crush it out of the park because there's just not much competition in there. So this is like. I guess, high risk, high reward.
Now, if you guys wanna go with something a little bit more proven when it comes to picking your market, go for what's called a red ocean market, which is just a saturated niche, okay? And a lot of people say like, oh, saturation is a bad thing. Don't go after a saturated market.
But guys, you have to understand that saturation is just another word for proven, okay? I went in real estate agents when I started out. That's probably the most saturated niche in the entire like market, okay?
Like there's like 2 million licensed real estate agents in the US, but guess what? I was still able to make 10, 20 grand a month and I made my first $100 ,000 in profit at 17 years old through that. business model.
So like while it is saturated, you can also make it work because there's just more proof of concept and there's lower, it's lower risk, which means it could be a little bit harder to scale, but there's still great reward. So honestly, like if I was starting from today, I probably would go after a red ocean market. Like one of the big ones that you name in your head, like you could open up Claude or ChachiBT and ask it like, give me the top 10 niches out there for starting an AI agency.
It'll give them to, there's so many out there, right? And I've kind of got a list here that I'll go through in just a second. Important, stick with your niche for at least three to six months.
Start with what you know. The TAM or total address, market should be at least like 10 to 20 ,000 businesses within the country that you're trying to go after and then pick only one or two countries.
Okay. So if you're going to go work with us clients, work with us clients, don't work with any other markets like Canada, UK, et cetera. Now, as far as niches go, there's so many different ones you can pick from med spa, real estate agents, loan officers, you know, roofers, HVAC, lawyer, dentist, home care facilities, kitchen, remodeling companies, wedding companies, pool building, solar doctors, gyms, and the list goes on.
Okay. I guarantee you, you can pick any of these. If you stick within it for at least say, 12 months minimum, you'll make 10 K a month.
Okay. Or at least just 24 months. Like I heard a saying that actually really motivated me when I started my agency, which is part of the reason I stuck through it so long.
And I ended up seeing success because I heard someone say, and it was like an early mentor of mine. I've never seen somebody go two years of trying every day in one market and really giving it their all. And they're in the agency business model and not hit 10 K a month.
So in my mind, I was like, all right, well, I'm 16 years old. If I just go two years. Like I'll make 10K a month when I'm 18, right?
Obviously I hit that goal much faster, but that's like a mindset I'd adopt here. Like you will hit $10 ,000 a month given time in any of these markets. There's people I know in all of these right here that make well over that, okay?
If not six figures a month. So great kind of list right there. And like, I also have this right here, which is like easiest, medium, hardest as just like a quick.
I guess, reference or glance, but honestly, I'd say real estate agents is probably in the easy bucket as well. So it's all relative based on what you know. So that's really what it comes to picking your niche.
So follow these things I told you guys here. Next is when it comes to crafting or offering pricing to go a little bit deeper. Like I mentioned, we have three different sort of, I guess, like pricing models you can go for.
Number one is retainers, performance, PIF. And that's kind of like the three big ones you could call out. Next is going to be.
of course, like your offer outline. So let's just say like you have a three month offer. This is the standard agency offer once you're scaled up usually, which is like, it's three months, it's 5k upfront, which covers all three months.
You'll do all their meta ads. So Facebook and Instagram ads, and then AI caller build out. So you'll do that, call up all their leads.
Client always pays ad spend separate. This kind of goes with that being said. Now you're going to recommend them to spend a certain amount of money a day on ads.
So I always say this is relative to the market. So like for real estate agents, they genuinely do not want to be spending more than 20 to $30 a day.
But in my agency today, I have clients that spend thousands a day, you know? Um, and like when we onboard new clients, we have them spend a minimum of a hundred dollars a day. Obviously I'm the medical sector of stem cell clinics.
For you guys, this is gonna be relative. Like I honestly, I wouldn't be too concerned about this number that you diagnose and you recommend on the sales call for what your client to spend. Just have it be reasonable in the market you're going after.
So if it's like lawyers, dentists, one of these like, I think it's white collar would be like all those industries. It may be recommend them 50 to $100 a day of ad spend that they must spend to work with you, right? When you're working with like blue collar, like people who just don't make as much money on average, like industries like that, you know, 20 to 40, $50 a day in that.
range is generally pretty good to start out with. Next is, I always say there's a couple of check boxes I want you guys to check when you do some self kind of like reflection before you actually choose what pricing model you should go with. And I want you guys to check boxes.
these boxes right here based on where you're at in life and there's no shame here okay so i'm gonna go through each of these one by one and i want you to check if you have these things and if you don't because based on this it's going to i guess factor a little bit of like you know what you charge first thing is do you have sales experience yes or no next do you have experience within the market or niche you're trying to go after third are you confident i know it's a broad question but like genuinely it will show and if you think deep down that you're not confident It's okay.
Say that. Like I wasn't, like I was very, very open about that. Like I was not a confident dude, you know, when I started out.
Right. So that's again, say yes or no there. Fourth is do you look above 20 years old?
I did not when I was starting out. Okay. I probably looked 14.
So for you. Ask yourself this, your question, because this actually will impact your sales. Okay.
Like genuinely guys being younger, as much as it's an advantage because we understand the tech, blah, blah, blah. When it comes to sales environments, people need trust. And that's truly what it comes down to.
So you have to ask yourself, do you look to over 20? Do you have good English and do you talk mature? Okay.
So if you checked. like as if you are more than let's say or if you you did not check okay so you aren't at least two of these okay so as in like let's just say you don't have sales experience and you don't have example or uh experience within the niche you're going after right if you don't have at least two or more of these then i would not go for the uh pif pricing okay or retainer honestly i think a lot of you guys probably 95 of the guys watching this video right here you guys should go with this offer right here And this is the offer you start out with.
This is the offer I start out with. Okay. So what this is, is essentially we have these three different models where we have PIF pricing, which is three to 5k upfront.
We have retainers where it's like one to 2k a month. And then we have what's called a trial with upfront dollar amount, whatever that dollar amount is you choose for three week service of only doing their meta ads. You guys remember how I said, there's like a core offer, which is the meta ads.
I think you only do that. And you actually don't even do the AI caller. If you don't check a lot of these boxes and you're not like you don't like if you have sales experience, if you have experience.
If you check all these boxes and you're all good, yeah, go with one of these. But if you don't, then truthfully, I think your chances of seeing success and closing clients faster is with this right here, okay? So what this is, it's just like.
let's say I was trying to close you on a service, right? Like I'm just talking over the camera here. I would say, yeah, look, John.
So like what we're going to do for you is we're going to run all of your minute ads. We're going to get you more leads. So all these interested customers, we're going to hand off directly to you.
And then you can take them from there, convert them into a real appointment in person or on phone, zoom, whatever you prefer. And then all this is going to cost you is just $300 for three week trial period. Every other agency out there, honestly, probably going to lock you in some three to six month on agreement.
We're just going to do quick three week trial periods. If you like, us great.
If no, you didn't lose much in the process. And we also require you to spend $20 on ads. That's the pitch.
Okay. It's very low resistance. It's easy to get your foot in the door.
And even if you really wanted, you could do a fully free trial and not get anything up front. But I think it's sometimes good to get some money up front just because that's like some good motivation. Um, but you guys can kind of see all this here.
Like this is all kind of makes sense. Right. And then lastly is like the pan results model, which is like if you really like if you let's say you have like 10 sales calls where you can't close anyone this stuff i'd say go on the pan results model which is like look it's free up front all you do is cover ads in and we'll just get like a cut of a deal that we bring you or close like most least resistance lowest barrier venture offer just to get clients in through the door because um the last big lesson i'm going to give you guys on this sort of module is and if i if i heard this when i started out man i'd be so much further understand for your first few clients it's not about the money I don't care if you get $10 ,000, $20 ,000 per client you close for your first three clients of running an agency.
Obviously, probably no one's getting that. Probably everyone's getting free trials or a few thousand bucks here and there. I don't care about the money.
All I care about is are you getting the experience and the conviction that your service works and you know what you're doing? Because what that's gonna do is that's not only gonna give you testimonials, it's gonna give you conviction behind what you do, but that's all gonna translate into your sales calls when you have future sales calls, which allows you to go from charging these quick upfront trial period amounts for only three, $500 for three week services, whatever, to go charging three, five, $10 ,000 for three month long service, okay?
That's what's needed for it. And most of you guys just do not check these boxes here. like I didn't, right?
So start with something that's a little bit lower barrier of entry. Okay. I know this is what nobody's going to say on YouTube guys.
This is the actual truth. Okay. Like I, I have a very vested interest in you guys winning because I don't have some 5 ,000, $10 ,000 course to sell you guys.
Right. I sell you guys on using a software, which is go high level. And I give you everything for free from the group prizes, Rolex giveaways, all this stuff inside access to talk with me every week.
But if you guys stop using high level and you guys leave the group, obviously, cause you stopped using it and you get kicked, then I don't get paid. So everything I tell you guys here is really out of like my best interest. Cause like to an extent, if you win and you continue to use soft, like a software, like high level, which means you're probably running your agency or doing well, then I win at the same time.
So just you guys understand the incentives, like really what I say here, because this is just me shooting the straight honest truth with y 'all. But next steps, guys, head over into module three, as we got a lot to cover in there. And that's pretty much it for module two.
And I'll see you guys inside module three.
All righty, so welcome inside module three. This is going to be setting up your agency inside of GoHighLevel, which is probably the most important tool throughout this entire video and throughout building your business in general because you really can't do it without it, okay? So lesson one, I'm gonna cover really what the tool is, how it compares to other tools, how much it costs, and all the resources you should get with it.
So really what we're gonna be covering inside this lesson specifically is why GoHighLevel is going to replace 10 plus other tools that you would have to pay for otherwise. The cost comparison, comparison versus multiple platforms.
If you were going to go just use every other platform that pretty much GoHighLevel all has in one. And then we'll start with that. So really what it comes down to, and if this is like kind of like a chart you guys can look at, but if we look at like CRM management, website builders, surveys, calendar hosting, automations, appointment reminders, everything that GoHighLevel hosts, if you're going to do it off platform, it's going to cost probably $1 .6 to $2 ,800 a month.
In that range, it's going to cost thousands of dollars a month. Now with GoHighLevel, there are some different plans you can use. There is a 97 plan, 297 in a 497 plan.
My personal recommendation is use the 297 or the 497 plan. I use the 497 plan because it just allows me to easily onboard every single client I have. So if you're looking at scaling fast, I personally would recommend that one because it allows you to create all of your client accounts, pretty much all of like, think of when you set up a new client, there's all that work you have to do to make sure they're inside of the CRM.
They can view all the ad metrics, everything like that, all their new contacts and leads you're getting them, the appointments, everything's going to be hosted inside their own little go high level sub account that's under your entire. kind of like main umbrella agency account, which I'm gonna get into in a minute if that sounds confusing.
But on the 497 plan, it automates all that. Now, if you don't have as much, like if you don't have the capital for spending almost 500 bucks a month, I would just do the 297 a month plan. It's gonna host everything you need and you'll still get access to all the bonuses and stuff in general.
So first way to sign up, and this is going to be throughout this entire video, you guys need this to pretty much keep going from now on and just really make it all work, is actually signing up with my link in the top link in the description below. So I'm going to have a 30 day trial link. So you guys can actually just use this for 30 days and you're going to get access to everything from the snapshots, which I'm going to cover in just a second.
The community, everything like that. I'll literally just pull up my screen and show you guys, but it also enroll you inside of the actual leaderboard for the Rolex giveaway. Okay.
That I'm doing inside this video for the first 60 day event for Carson's, I guess I'm just calling it like the AI agency challenge or AI agency event. So yeah, that being said for your homework inside this lesson is make sure you're signed up to high level because we're about to cover. all of the in -depth details in just a moment.
So once you sign up with HighLevel, you're going to get a email from me directly. You're going to get two key emails. You're going to get an email that says, here's your snapshot.
And you're going to get a second email that says, here's an invite to the school community, okay? And the school community is where everything's really hosted as a whole from the community, the wins, the five weekly Q &A calls, really, really in -depth trainings and all like the snapshots resources. But the snapshot email is what you're going to import and you're going to kind of use to follow this module to set up your own agency sub account, okay?
Next, I always say like, don't go overboard on unneeded softwares and expenses. Like if you guys are playing for Claude, ChatGPT, all this stuff, like literally just keep it down to a few simple tools. It's going to be probably ChatGPT or Claude, whatever you prefer.
Go high level. And then like, that's it. All right.
Like there's really no other softwares you're going to have to pay for. Keep it simple because it's like, this thing is like death by like, I think like a thousand like needles or something like that. And that's true.
Like, honestly, like you're going to lose a lot of money if you're subscribed to all these different softwares that you really don't need. So just actually audit your expenses because yeah. go high level will be one that actually you need so next step is gonna be heading to lesson two i'll see you guys in there all right guys welcome inside lesson two this is going to be covering how to actually import and use the snapshot that i'm going to be going through throughout this entire module and section for setting up your own agency and also i have pretty much snapshots in every other industry as well so whatever niche you're in when you onboard clients i probably already have the entire setup for them so it doesn't matter what industry you're in i probably have it all set up so i'll show you guys that and then also the pipeline setup which is kind of the first step and stage i'm going to be showing throughout this deck to kind of show you guys how high level works and of course we'll get gradually more and more into it as we go so first thing is you need to import your snapshot now i have some examples here of like all the different snapshots i'm giving you there's like 26 of them actually which is crazy to say out loud but the big thing is once you sign up with high level you're going to get two emails if i didn't already explain this earlier one's a school community email so you're going to get an invite essentially directly into the school community which i'm going to show you guys in just a second because everything's hosted in there from q a calls with me every single week all the mods
the trainings, the links, the resources, the community, the wins, all of that is in there. And then also tracking the leaderboard for whoever wins the Rolex throughout this video, because obviously that's going to be in there. And then the other thing is going to email from me around actually just like, it'll say like, you know, welcome to your 2027 AI agency course plus snapshot link or snapshot access.
And there's going to be a link in there. Okay. And that's the key link you need to import to build your own agency.
Cause I've made a link and a snapshot, which essentially holds everything you need. That's already templatized. I've done all the work for yourself.
Now we have all the client ones as well, regardless of what industry you're in. Like I'm showing you guys. on screen right here.
gym accounting firm landscaper doesn't matter i probably have your industry i've spent like 10 grand plus collecting snapshots from every single successful like agency owner i know in different niches so essentially that's going to speed run all the time when it comes to client onboarding and fulfillment um but yeah the big thing is we need to import our own snapshot next thing is going to be customizing it for your business and then lastly is going to be building your sales pipeline um which is kind of just going to keep all your deals organized as you start closing clients okay um inside your sub account so let me quickly open up high level and i'll show you guys what the snapshot import link is all right so once you've actually clicked on that link that says import your snapshot from that email you should have received once signing up with my link in the description below in this video it'll prompt you the page that probably looks like this all you have to do because you've already started your trial you've already signed up for high level is you just click up here where it says log into the app okay you're just going to log in and then it should just prompt you to import this snapshot okay so if i show you guys right here it'll probably say something like do you want to import the 2027 free uh core snapshot you know
Now, once you've imported that now I've already imported, obviously, cause I created it. Um, you're going to head over until this is probably what high level looks like. Once you initially sign up, it's going to look something like this.
And we are inside what's called our agency view. So just to give you guys a rundown of high, how go high level works. Cause it's going to seem very confusing at the start, but once you get familiar with it, like a week or two in, you'll truly understand it.
There's the overall umbrella, which is your agency view, which is what I'm looking at right here. And then you have. called sub accounts in here okay this is just a spare high level account i use to just create like these snapshots and these things i have a way bigger agency account that's on a separate high level account i use i pay for like a few and you guys don't have to do that by the way it's just me because it keeps me more organized but i have like hundreds of sub accounts for all the clients i've had throughout my agency um so there's like hundreds of little sub accounts i have here each one resents uh represents my own or like own clients but you're also just gonna have your own agency account that you operate everything in inside the agency view now things really done here okay other than like really organizing your sub account so if you click here on sub accounts right here all you're going to do is you're going to click create sub account like so you're going to click on imported snapshot and then you're going to click select and continue on the snapshot you just imported directly from me obviously because i own the snapshot i'm going to click on my snapshots and then click uh 20 27 free course boom and then it's going to look like this right here we're going to click add manually and then just select all your details like so like i'm just going to say test test test whatever like
matter um you guys go through and do this manually yourself um and then once you have that done you're essentially going to click add sub account as so and you'll be good to go all right so once you've got that done it should look like something like this right here and you're just going to click on the top right and click switch to sub account okay now we are inside what's called the sub account view so again the agency view is what we were just in and you can always get back to that by just clicking right here and click switch to agency view but now we're in our sub account so our own agency in our own business where we're going to make our own funnels websites everything you're going to follow throughout this video and i've already like given you guys is going to be in here okay now so the next really big thing is we are going to quickly just kind of give you guys a rundown like I'm just going to go through each category.
I'll show you guys what you should worry about and what you don't need to worry about. So Launchpad or like Ask AI, honestly, don't worry about these two. Dashboard, you don't really have to worry about this.
Conversations, this is going to be helpful. This is where you're actually going to be communicating through with all of your clients and your potential new clients or leads that you have for your own business that you're trying to close on your, obviously, your services. Calendars, this is important.
So this is where you can track all of your new appointments because we're going to be booking people on this calendar here. Contacts, this is also important because the we can actually organize everyone in here like they'll essentially just be listed as like line items to like contact name phone number email etc on this section here opportunities so this is where the pipeline is so this is where i'm going to kind of cover in depth uh i can just cover right now really what it is is we have one pipeline i've already made for you guys so because you imported my snapshot you're getting access to everything i've already built for you so like newly disqualified lead book deployments i've already booked i've already made all this for you okay so you guys don't have to worry about this um assuming you imported my snapshot but essentially what this is is essentially as every single new booked appointment or new lead you get for your business of new clients you're trying to close, they're gonna populate as like cards in here that you can move from each section.
So what this is gonna do is just really gonna organize yourself. So you can track how many booked appointments you have that are upcoming, how many people just no -showed the appointment, how many people canceled, how many you haven't follow up, how many people you just couldn't close, and then how many people you've also closed on deals.
And you'll just move their cards as they populate in here and as you start getting more deal flow. follow this video, it all makes sense. They're all going to populate in here so you can keep yourself organized.
And this is good because this is tracking what's called sales data. So you always want to know, if we really look at the data, how many appointments have we booked? How many no -shows?
How many canceled? So you can kind of do the math on what's your show rate? What's your close rate?
Et cetera, right? Like as any sales. Payments, don't worry about this.
AI studio, don't worry about this. AI agents, don't worry about this right now. We'll talk about this later in the video.
This will be mainly used for client fulfillment. So as far as building the AI callers in here. but don't worry about it.
Marketing, don't worry about this. Automation, we will talk about this. So again, once you guys imported my snapshot, I've already built everything out for you.
So I've given you three key automations that I've already made that is gonna make your life very, very easy. It's already all built and templated for you. So the first thing, and I'm gonna get into this very in -depth when I get to the automation section, but I have a 10 email nurturing sequence.
Essentially, I've already made this for you guys. So over 10 days when someone gets put in the new lead pipeline in here. So when somebody populates as a new lead, they're gonna get 10 days worth of emails until they book a call, okay?
That's essentially just nurturing them and trying to get them on your calendar, right? So it's just like nurturing emails, sales emails that I've already built for you guys. Next is the appointment confirmation plus reminders.
This is really important. So essentially how this works is, again, I've already built this for you guys, but as you keep watching, it's gonna make more sense. There's a booked appointment section in the calendar.
right here. So essentially when people book appointments with you, it's immediately going to put them down this workflow, which they get confirmation texts, they get confirmation emails, 24 hour reminders over email and text, one hour reminders and 10 minute reminders. All of this is going to help people show up to the call and they get reminders before it.
So I've already built it out and I've already like done all like the wording and stuff in here for you guys. And it's very, very easy. All you're going to have to do is just like wait until I talk about the automation section in whole and it all makes sense.
Lastly is a closed client workflow. So once people are, they have this tag where it says closed client, it's going to wait 30 seconds and then it's going to immediately send them a text saying, welcome to the family. Super excited to have you on board, blah, blah, blah, blah, blah.
Right? So that being said, that's really all this is here. So once you close clients, they'll immediately get a text and an email that kind of welcomes them in, you know?
Next is sites. This is also, we're going to worry about, this is important. You actually don't have to worry about websites, stores, webinars.
really anything else up here. Only thing you're going to worry about is funnels. And this is where we're actually going to be booking our sales calls.
This is how we are going to book sales calls. And I've already prebuilt these funnels for you guys, where I've already taken some winning formats that's working inside my agency. And I pretty much just gave them to you guys.
So this page right here, as simple as it looks, we have the headline, everything here, it's all templated. You guys can quickly go in here and make it for yourself with your own niche and your own offer. And then we have what's called the pre -call video page in here as well, which makes things very easy.
Again, do not worry about this stuff right now. I'm going to go way more in depth on this when I get into kind of the funnels websites section.
And then the last thing is I also have a client onboarding funnel, which is very useful. Once you start onboarding a lot of clients, you can pretty much automate all the onboarding process yourself. That should be pretty much it.
Memberships, no media storage, reputation reporting app, marketplace, mobile app. You don't have to worry about any of this. And then settings, again, you don't have to worry about that really as well.
So really the only key thing here, guys, is I want to recap inside this lesson is opportunity. This is your pipelines. This is where you're going to track all of your people.
Okay. So like if I add an opportunity real fast, let's just say, um, I add a new contact. His name is a, let's create them.
Let's just like this. Okay. Let's put them right here.
If he actually gets in. Okay. Here he is.
Okay. So let's just say like, this is our new contact. So these people will populate and show up for you as you start to get booked calls and new people, obviously wanting your service.
Like it'll eventually be whatever your real estate, if you're in the real estate niche, HVAC niche, you're going to have all all these different business owners kind of piling up in here and you can move them based on their actual outcome. Okay.
So if they're disqualified, cool. Then once they booked the appointment here, you know, all of these things, you can move them across all the way. And then essentially you can keep everything organized and you can track how many people are in each.
That's really all this is for. That's kind of a very simple setup. But again, recapping this lesson as the entry into high level, make sure you've imported your snapshot, which is this right here.
Again, you're going to get this link in an email from me. Also, when you go into my school community, you guys go in. here.
Obviously this is what you get access to when you sign up with my link in the description below, you're going to get access to the community. Like, so everything in here, there's a crazy amount of wins. I mean, this is all within the past like day or two.
Um, and obviously the community like -minded of people we have in the classroom and here, if you go to the backend system setup, obviously I'm gonna have to blur some stuff. The snapshot link is always going to be right here in the bottom of these videos. You guys can import it yourself.
And then also there's five weekly Q and a calls. If you guys ever have questions, um, and all this stuff. And again, this is completely for, for you guys.
it by just signing up with a go high level 30 days for free and link the description below plus access to the Rolex giveaway and everything. That's going to be a lot more public by the time this is actually posted in live. So you could always import this link here.
And then just remember once you're inside of your sub account, there's two different views. Always as you use high level, there's the agency view where you can always add new sub accounts and create new people. You're going to have sub accounts for all your clients as you start to close them.
which will keep everything organized. But then you also have your own main sub account that is going to be for your own business, your own agency, host your own automations, host your own sales pipelines, websites, everything like that is going to be held in your own single. separate sub account.
Okay. Um, and all your clients will have their own as well. So that's really all this is for you guys.
Don't have to worry about anything else in here. Um, hopefully this made sense. And the last thing I'm going to mention inside of this quick lesson is if you guys ever run into issues with high level, obviously you can ask questions at the group.
I'm always responding in here. There's tons of other people who are also replying in here, you know, that are already making five, 10, 20 K a month that are also just wanting to help people who are getting started. You can always make a post inside of here, inside the group.
But if you really want direct help from high level at any time you ever need it, you just go up here in the very top right, click on this little need help checkbox. And then boom, right here you have, you can book a call with them. You can start a sale, like an actual chat and literally just join a zoom call right then now.
So if you ever run an issue, you're just confused. You can just do that. And also, as you initially sign up to go high level, you can get access to what's called a kickoff call.
And you should get that in my emails and texts that I send you as well. And then it will also be linked in the classroom here when you guys go into the welcome section. We have right here join your kickoff call right here as you guys sign up you can join this call here You'll have a direct representative that works at high level walk you through the entire platform Whenever you have questions and you can explain you're from Carson read you're trying to import a snapshot If you ran into any issues or didn't understand anything in here, this is always here, which is super super helpful So guys that being said that is really it for this lesson and your homework after watching this lesson is make sure you import this Snapshot and you update your business details to make sure your high -level account is completely around your business details I'm gonna get into choosing your business name your logo all of that shortly so you know if you don't have any of that yet you can just make it your name and then just change it to your business name later if you want build out your ghl sales pipeline which is again already done if you guys imported the snapshot so that's really the only thing join the school community if you haven't already obviously and then the next thing will be head into lesson three so that being said i'll see you guys in lesson three and let's go all right guys welcome to lesson three this is where we're going to be covering how to actually use and set up your calendar inside of your own go high level sub account and the booking system so everything makes sure when people book calls with you whether it's all your own potential clients in your niche these
business owners that want your service. When they book calls with you, everything is set up properly from your Zoom account being connected to it syncing on your Google calendar. I'm going to cover all that here.
Okay. So firstly, what we're going to cover is actually setting up your calendar because once you import my snapshot, you have to actually activate the calendar. It imports essentially disabled.
So I'm going to talk about how to activate it. Next is going to be integrating with your Google calendar slash your Zoom account. And then next is going to be automating the confirmations and reminders.
So people actually show up, meaning if somebody books a sales call with you two days from now, they get a confirmation. email, confirmation text, reminders, and everything they need so they actually show up to the call. So let me quickly open up my high level and I'll show you guys inside.
Alrighty. So once you load up your sub account as so right here, again, if you always need to get your sub account, you just click up here on the top left. Make sure you're not in the agency view.
You've actually clicked on the sub account you created with my snapshot. You're going to head over to calendars right here on the left, and then you're going to click on calendar settings at the very top. And then what it's going to look like is this right here.
Okay. So I've already made this calendar for you guys just called demo calendar. But what you're going to do is you're going to firstly, it's going to have this little three dots and you're going to click activate calendar, right?
So obviously I have it active. So it says deactivate calendar for me if i wanted to do that but make sure you activate it because as you guys import the snapshot it's going to come deactivated so make sure you activate it so it actually shows up and then what you're gonna do is gonna click on the edit calendar button right here now so i always like to say when you edit your calendar and you make sure this is just really what it looks like when people see your calendar what it looks like make sure it's kind of like a sales funnel right it's very like it's like convincing them to book a call if that makes sense so instead of call i just like called it demo calendar to just put as a placeholder but for you guys what it could be is like talk about your gear or your offer, right?
So let's just say like, you know, you're helping real estate agents get more listings, okay? Be specific with your offer. So like, you know, like 10 listing appointments in 90 days or free, right?
Let's just say it's that. And then you could give the description of like, this is a quick, you know, 15 to 30 minute call. that will cover everything we do to help many realtors over the u .s scale using our ai systems and get more deals on autopilot right that's an example like you can have chat with your cloud make it way better than what i just did here um but that being said like this is like an offer obviously 10 listing appointments in 90 days or it's free so we have our offer we have our timeline and we have our risk reversal something like this you can ask claude or chat to bt depending on your niche your offer whatever um because this will become a lot more relevant once we're in the actual how to get client section because that's like where we're going to be talking about how to structure your offer on like a marketing angle but just for this case you guys can make something super simple it can be 10 jobs if you're working with roofers or 10 patients if you're working with med spas but make sure that number that 10 is actually like
make sense to your niche. Like don't just say like a hundred patients in 90 days, if that means they make a million dollars, like that's probably not reasonable, right? Make something that's actually reasonable.
Next is going to be go to staff and location right here. You're going to actually assign yourself. So right here, as you can see, I'm not assigned.
So there's a very tricky system that we need to do to make sure we can actually assign ourselves. And I'm going to show you guys how to do that. We're going to skip this for a second.
We're gonna do this last. Next is availability. Well, actually I have to add myself as a staff first.
So what we're going to do is we're going to, in order to add ourself here. We can just click save changes in the top right.
So we save what we did right here. And then we are going to go right up here and select back to agency view. Okay.
Once we're in the agency view here, we're going to click on the settings in the bottom left. And then we're going to go to where it says team on the very left. And obviously I'm going to have to blur people in here.
I have people on my own team. You're going to click add user like so, and you're going to add yourself a second time. So maybe your name was like, again, I'm just going to call my name, Carson Reed.
I obviously am a user right now. And my main kind of like overarching admin account is named Carson Reed. We essentially need to add an employee Carson Reed.
That will be the one that's like responsible for taking these calls. I know it's a stupid setup. I hate how they did this as well.
And again, if you guys ever have questions. guys can just ask inside the school community about this because I've had this pop up a few times, but it's pretty simple. And if you ever run into more issues, you can just jump on with high level and they'll pretty much do it for you.
But you're going to do something where it's just like Carson R. So for your name, maybe do your full name and then just like your last kind of like initial. And then your email you're going to invite is a secondary email you have.
So if you have like a Gmail, a Hotmail, whatever, use your secondary email. Like again, I know not everyone has two emails, so this kind of makes it annoying. You could try with the same email you use to create this.
entire high level account, but I would do a secondary email. And invite that person in here. Okay.
And then as far as roles and permission goes, you're going to click account and then you're going to click admin right here. And then you're going to click on that sub account that you created. So for most of you guys, it's probably only this one sub account.
And then you're just going to make sure everything's checked as so like, oh, this really matters. Everything's already default. And you'll just click save at the bottom, right?
Okay. And that's really all you have to do. Again, this isn't going to save for me because I didn't put in all the info right here.
But that's what you'll do once you put in the email here and then you'll do that. all right once you've done that it says user updated successfully right here you should get an invite or an email invite from that email you should just have put it in there that secondary email you're going to literally log into that account that just created it gave you probably a password a link to join everything and then once you're in there you're going to click back here and jump back into that sub account you created okay we're going to go back over here to calendars and then we're going to click on calendar settings right here and then we're going to click edit calendar staff and location and then boom we show up up right here Carson are okay now meeting location we want to do zoom but we don't have a zoom account connected to it yet so just leave it as blank right here we'll get to that shortly now as far as our availability we can change this make sure this is like available with whatever you're open to so you could do like you know like uh click schedule boom work hours you could do that um or you can edit it and get very specific like around like when you're available honestly it's going to give you default eight to five for most of you that's probably fine you can click save if not
I'll show you how to change it in just a moment. But then you can also do what's called booking rules. So this is pretty important as you guys follow this.
Make sure your meeting intervals are 30 minutes. The meeting durations are, I do 45 minutes, okay? And then the scheduling notice, this is just like the notice that people have to give you before booking.
So like, let's say someone wanted to book right now and it's like 4 p .m. They would have to give me 12 hours at least until... they can book a call.
So in that sense, the next times that would be available is tomorrow, not later today, right? I need at least 12 hours and obviously I'm unavailable at 2 a .m. Next is date range.
This is super important. Make sure this is only like two to three days max. I don't think you guys should go more than that.
The reason this is is because as potential clients book on your calls with you and as they book sales calls with you, if you book them out too far and let's say you make this instead of three days, you make it six days and somebody books for next week, the problem is most people forget. Even with the automations, the reminders, the intent just went to zero and they have no reason to show up because they don't really remember booking a call.
And everything else is pretty good as normal here. Lastly, advanced rules. You're going to click on here.
Default form should be fine. Consent checkbox. I personally turn this off because I feel like people consent as is when they give you their name, email, phone number.
Again, I'm a legal advisor, so do what you want. And then payments, nope, you don't really have to have that. And then right here, turn this on.
So turn on email, you can click enable like so. This is super helpful. This is just gonna give them a quick reminder, like a booking appointment reminder when they actually book a call for the calendar invite, which is super, super helpful.
And then next right here, assign contacts to respective, have this on, and then everything else is pretty much easy like so. Nothing else really you need to do here. So that's pretty much it there.
Now, the next thing, once you click save changes in the top left, you're going to go right here and you're going to go up to. this very top right profile and we're going to log into this account we just made so carson r which is right here we're going to log into this account and now we are essentially inside of our account as here right this is how you can log into all your like employees that you add so i know this is kind of confusing it's stupid that they set it up this way but this is just how you have to connect your account you're gonna go to my profile on the top left right here And then what you're going to do is you're going to scroll down to where it says calendars.
Okay. So number one, connect to your Google calendar. For most of you guys that use Google calendar, do this here.
Just click add new, connect Google calendar, boom. And then that'll be. all you have to do there.
At the very bottom, video conferencing, I recommend using Zoom. But if you want to use Google, you just prefer that. I know a lot of people that use Google Calendar or Google Meets.
So connect whatever you need to here. Once you've connected both and all of that is good, what you're going to do, and by the way, you can always adjust your schedule right here like so. If you guys were saying like work hours, I couldn't like really adjust it.
For your own personal hours, you can always adjust it to like six to... 10 p .m you know 6 a .m to 10 p .m or whatever like if you guys want to open or customize your hours because this is what the calendar will allow people to book in within because they're with you so make these hours like honestly as open as possible and then have the calendar settings filter from there around when people can book but what you're going to do is you're just going to head back over once you've connected those two things to the actual calendar settings right here click on calendars over here click on edit right here go down to staff and location boom priority It doesn't matter.
You can put medium in the meeting location. You're going to put zoom. Okay.
Obviously I didn't connect it for sake of this video, but you guys can do it in there. And then also if you guys want like way longer trainings on how to do this, I'm pretty sure I have like a crazy in -depth guide in here inside the school group. So check that if you have any issues as well, plus use high level support too, because they'll help you out a ton there.
So that's pretty much the entire calendar setup goes. I'm just going to switch back to my main account now. So that's really all you had to do.
And then the last thing I want to do is I'm going to cover this in the automation section, but I want to explain it. is inside the actual automation in the workflows, we have our own separate automation here for when people actually book calls, okay? So we have our trigger right here, which is when in -customer books a demo call.
inside of this demo calendar obviously this name might be a little bit different after you change it should auto update it's going to immediately put them through this entire pipeline right here it's going to send them a pre -call confirmation email um 24 hour reminders one hour reminders and then also 10 minute reminders i'm going to get more in depth into how this all works inside of that lesson inside of this high level section hopefully this makes sense because that's really all we had to cover in here so that being said really finishing off this lesson your guys homework after this one is building and setting up your calendar ready to take calls via zoom and google meets whatever you prefer i prefer zoom if you guys want to use google meets that works too so just connect your accounts as so and if you run into issues Ask high -level support or ask inside the school community because we're all down to answer questions.
Nobody's really stingy in there. Everyone's super cool. And really, after those two things are done, you can head right into lesson four.
We're going to cover a lot more there. And yeah, that's really all we had to cover so far inside of high -level. So I'll see you guys in there.
All right, guys, welcome to lesson four. This is where we're going to be covering how to set up your funnel, your domain, and your payment processing system, okay? Because I personally do not recommend Stripe, okay?
I use something else. So that being said, let's jump into it. So we're going to be covering is number one.
connecting a domain and I'm going to tie in with this one, actually like setting up your business domain and your logo. Cause that's going to go tie in with your domain. Next is going to be publishing your first funnel.
So just using the templates that I give inside my snapshot and then also collecting payments with WAP. Okay. WAP is the processor I recommend and I use, and I give a ton of stuff out again, kind of like, again, for free correlated.
And you get better terms when you use a certain link that I'm going to give you. So that being said, the first thing we're going to cover is connecting your domain. So let me head into my high level sub account and I'll show you.
guys. All right. So once we're in our sub account, like here, we're going to click on settings in the bottom left, and then we're going to head all the way down to where it says domains and URL redirects.
So what it looks like probably for you guys here is just like this purchase a domain, transfer to domain or connected domain. You can use tools like GoDaddy, Squarespace. I used to use all these different kind of like email domain or not email, but like domain hosting platforms you could buy domains from.
It's all on high level now. Like they've already figured out a way to make it cheaper in here. So they essentially find the, I guess the seller who is selling the exact domain you want.
So it could be like apple .com. Obviously that one's taken, but you know, they find like whoever's selling it at the cheapest cost and they give you that here, which is super, super nice and cool. So this is what your business.
like website and domain is really going to be. So make sure you actually like it. Now, this is kind of a good segue into actually like, how do you choose your business name and your domain?
So the easiest way I like to do this guys is go to chat to BT right here. All we're going to say is like, look, I, uh, run an agency, for example, with real estate agents. Okay.
And help them get more listings with my AI system. I can't spell give me. 10 business names that I can choose from.
So this is literally how I recommend making your business name today, guys. And for context, your business name does not matter that much, right? Like I know a lot of people have in their head this idea that like, if their business name is chosen wrong, they'll make no money.
Like, no guys, my business name was a needly. I -N -E -E -D -L -Y, Ineedly. In my 16 year old brain, I was like rationalizing and I was like, well, if I say Ineedly, this kind of means like people are in need of me.
The dumbest shit you've ever heard in your entire life. And I still made it like, well, I made multi six figures with that agency and revenue with that horrible name. So don't worry about it.
But here's some cool names like Listing Flow AI or Agent Lead AI, List More AI. Choose one you like, okay? And there's two different types of names you can go with.
You can go with niche specific names. you can go with like um you know like generalized uh names so like apple is a very generalized domain right like that's not like that's a business name that kind of would appeal to anyone if you say listing flow ai obviously that's going to make no sense if you go to a roofer right because a roofer is talking about jobs realtors talk about listings my personal preference is do something that you have a relationship with in the niche so like for example my business name today is scale your clinic okay that's obviously very very specific on who i work with so for you i personally like the more niche specific domain domains but if you're 50 50 on your niche and you're kind of like i don't know if i want to work with these people or whatever then like i guess go a little bit more generalized but at the same time i wouldn't be 50 50 on niche i would choose one now and go all in with it like for the next like half a year to 12 months um even if you make zero dollars in six months from now you're still trying to make it work just like i was six months into my agency okay so for example right here we have like let's just say listing flow ai you can just take this right here head back in a high level let's just see if this is available listing flow ai .com okay or like
would be nice is just like listingflow .ai would be kind of cool. I know they're like different prices. Listingflow .org, looks like it's kind of taken, but you obviously could do listingai .com.
What about like, I like, let's see, Listing Engine AI is kind of good. Just get it here. Boom, search.
See, Listing Engine AI. I kind of like the first one we looked up, but this is just, again, you guys do this for your own business, your own niche. And by the way, when it comes to your logo, like all you do is say.
Let's say my business name is Listing Flow AI. Make me a good company logo. This is just for the ChatGPT, guys.
I think ChatGPT is a bit better at image creation than Claude. But all we'll say is make me a good company logo and have it be related to a home with a upward chart trajectory. I probably spelled that wrong.
But let's just see what it generates. And I'll show you guys this as an example because I personally just use ChatGPT. for all my graphic design today.
All right. We got a logo right here. Boom.
Listing flow AI. Like if you like this, if you don't like the colors, whatever, obviously you can change it. You guys do what you want.
All right. Like I'm not going to, I can't make your guys' logo and business name for you, but you get the point I'm trying to make here. So let's just say like, this was our business name right here, listing flow AI.
And let's just say you bought that first domain. I was showing you guys at the top, right? Where it's just like this, like, so right here, I did not mean to add the comma at the end, but let's say you bought like this right here, listing flow AI doc.
Cool. Buy it $11 a year and it's going to immediately integrate and directly go into your high level account so you can connect it to your funnel, which is really the next step I'm going to talk about. So yeah, that being said, once you've chosen your business name, your logo, your domain, you've gotten that all down.
We're going to head over into the funnel. So click, go back here on the top left, go down to sites as so right here, and then we're going to go into the sales booking funnel. So just so you guys understand really what this booking funnel is and what a funnel is, because I didn't understand what a funnel was when I was starting my business.
which is kind of funny looking back. But essentially what a funnel is, is like... I mean, it's, it's, it's in the word, right?
Where it's like, you're going to funnel people through different websites to get an outcome. So in this case, it's going to be, we're going to funnel people through landing them on a page that just looks like this, which is a booking page. And then once they land and complete this booking calendar right here, and they select a time, they're going to get sent to this page right here, which is what's called a pre -call page.
So this page is used as essentially education and nurturing and increasing our show rate and our call quality rate, I guess, of the calls that we have. Okay. the control that we do have so the way we're going to go this out and if you guys have never edited a website anything it's very very simple first thing you're going to do is click on the settings right here you're going to choose the domain that you just bought right here in this list obviously i didn't buy it but when you guys buy it it's going to show up right here boom select that and then click save at the bottom right What you're gonna do is you're gonna click over here and again You guys imported this from my snapshot just using my link in the description of this big free course in this video So you guys will have these exact same websites that I'm showing right here that I've already like proven and tested You're gonna click edit and it's the most simple website editor out there.
I've used webflow I've used all these other tools and yes AI can do a lot of this for you guys but honestly like don't get caught up and trying to make your website look all fancy like It's very counterintuitive, but the most high converting websites and funnels that I've seen work are actually the most boring looking ones.
All these AI templated websites, people use Claude and whatever for, like they actually perform the worst, believe it or not. Like hot take, but I've just seen ugly actually convert better. And that's like a meme in the marketing space, which has became pretty true.
So all you're gonna do right here, and you can even have the AI, Ask AI here on the left, like probably edit it for you if you're really lazy. But all you can do right here is just literally edit it. Put your niche right here.
So real estate agents, dot, dot, dot, or real estate agents. And then it's going to be like get X outcome in 90 days. I did not mean to do that.
Get X outcome in 90 days or 30 days or whatever, like whatever your offer is, you're going to put it on here. So just make sure you have a clear offer and outcome. Do not do this.
And this is like the biggest red flag I see in funnels. Do not say use our AI systems to get more business. Nobody knows what that means.
You need to give them a tangible outcome, meaning we will get you X amount of patients. We will get you X amount of deals. We will get you X amount of whatever.
And I also wouldn't say leads because leads nobody really cares about. Like a name, email, phone number is irrelevant unless they actually convert into an appointment or into a deal. So give a tangible outcome for your market in here.
And then you could be like without whatever your niche pain point is, right? So like get 10 listing appointments in 90 days if you're talking with realtors without, you know, doorknob. or without cold calling because that's something realtors hate doing or without relying on referrals right that's another one And then all you're just going to make sure the calendar is like here, like so.
And then also on this redirect action, when you select this calendar right here, make sure it is go to next step. That's a very, very important one. And then really that's it for the entire site.
You could put your logo at the top right here, but guys, honestly, like again, another hot take, nobody cares about your logo either. Like I've seen, I've seen a dude actually, like this is the most like mind -breaking thing I've seen throughout my entire kind of like business journey in the agency specifically. I saw a guy go from zero to $30 ,000 a month and literally three weeks because he had a bunch of experience prior in running agencies.
And he literally did not have a logo and he didn't have any idea how the fulfillment would work. And again, I know that sounds bad, but it's just to prove a point that like. all the fancy stuff all these beginners spend time doing um is most time completely irrelevant so don't worry about like your business name being all official here because literally if you guys just copy and use this exact same one it'll look good and you can also adjust it for tablet mode so tablet mode mobile mode i've already optimized it for you guys so it should look good but if you want to change the font you can change the font right here background color all this stuff on the right padding of like how it all looks so like boom boom boom you guys get it cool next is we're going to click back just i'm not going to save anything because I'm not really doing it we're going to edit the pre -call page and we're gonna build this page out so once you guys have finished this page right here go to the pre -call page and you're gonna click edit on this and to give you guys some context what this pre -call page is is essentially this is the page that people go to once they book a call with you and the whole goal with this page is we want to educate
our prospect that just booked a call with us that's hopefully going to turn into a client we want them to show up to our call and we want them to show up in a good quiet environment and then just have a little bit more trust in our company so what i mean by this is like it's going to have the page at the top your application call has been scheduled uh you know watch this quick video to see how we generate whatever your offer guarantee is 10 appointments or uh deals uh realtor deals or whatever like be specific and have a tangible offer here uh using our ai systems and then you're gonna have right here what's called your pre -call video So this is a three to five minute video.
I have examples and I should over in the classroom here inside of the backend systems, both of these modules, I should have some examples in here on this of ones that like we actively use today. But what this video really is, is this is just going to be something that you just film, have it be in a professional like background environment, whatever good sounding mic.
And it's just going to go something like this. And I'm going to just like kind of react it with you guys right here. Alrighty.
So thank you so much for booking a call directly with. xyz company in this quick video i want to just run you through the exact expectations before this call to make sure we maximize the time out of it and a few things you must know before going into it so then you actually can get the most out of it so first thing is make sure you actually accept the appointment confirmation and the calendar invite that we should have just sent your way for the time you booked for it should be directly to the email that you schedule the call with us so open up your inbox open up your calendar and quickly click accept on that because we will just honestly cancel your appointment if you don't do so prior so just make sure you do that Number two is make sure you show up to this call in a quiet environment.
Okay. I know this should go without being said, but like we just are not going to tolerate taking calls. If you're, you know, have bad wifi, baby screaming in the back, in the car, we're not going to do any of that.
You know, we're going to respect your time just as we expect on your end as well. So make sure show up. pen notepad paper ready because we're going to be running through a lot of big things that are actually going to hopefully help your business and things that we do for many people just like yourself in the same industry so just make sure you show up a quiet environment good wi -fi at your desk and ready to write some things down and then you could like keep going on if you really want to guys but that's like a quick rundown of like what's in this video here it's really just saying show up in a quiet environment um we're excited for the call make sure you accept the calendar invite and blah blah blah that's it really Next is gonna be this thing right here.
Replace this image below, guys, when you guys import this entire funnel with my snapshot. This is like mine, so I just don't want you guys to copy this because it's just not needed. In step two, this is a really, really good one, which is called, these are called breakout videos.
This is something I learned early on inside of like, I guess, just like my agency journey, but also just with like sales psychology. A lot of people are gonna show up to the call with objections, which just means they're gonna complain about the cost. They're gonna complain about how long it takes to get results.
How does it work? were you different? If you can answer all these quick little questions in like one to two minute videos that you put on this page that people see after booking a call with you that they see before the call with you, it's going to increase the intent so much and your show rate will be higher and you don't actually have to give away your price.
Like it's not like you're sitting on this video here saying, Hey guys, yeah, it's $5 ,000. No, right? Like be like, yeah so you know as we work with a bunch of realtors like yourself we value you know the idea of us giving custom plans based on your situation okay i'm not going to give you a price point for something you simply don't need so we're going to jump on this call we're going to figure out what your business is really struggling with and then from there we're going to find a pricing package that'll actually work for you based on your needs spin it like that guys like it's you can you can get kind of creative with this stuff right um and then you can kind of pre -handle these questions before the call now the last thing is and by the way you guys just upload the video here you can upload through custom embed a youtube video if you wanted or just host a video which just you literally upload right here which is super simple last thing is you could have this step right here or you could just delete it um if you want like this is really where you're just gonna say like check out our success stories our client testimonials if you don't have client testimonials obviously don't worry about it um and you should be good to go from there so that's really this entire page you'll click save publish in the top right make sure it'll say you're like your domain or whatever right here that you connected prior and then that's really it as far as the funnel goes guys
And just so you understand. We're going to be pushing traffic to this page right here, which eventually people will get redirected to this pre -call page here. And the way we're going to do that is depending on how you guys want to get clients inside the how to get clients module.
But it's most likely going to be through running our own ads for our agency. It's what I do today. It's what I recommend everyone does.
And it's the best way to get clients hands down. So that being said, once you guys have filled out these pages here, you've done this. This may take like a day or two, honestly, because you've got to film this video.
You've got to look professional. Maybe script that out a little bit. Don't look like you're reading off a script.
but write down some bullet points that you go off of. And the last thing I'll say on this kind of like page here is don't worry if you sound bad on camera, guys. Like, oh my gosh, the amount of times I hear inside this community, and I love you guys, okay, inside this whole group, like we've got tons of guys killing it, all right?
Don't get me wrong. The group is amazing. But sometimes I hear questions like, I mean, obviously it's different.
Like this guy hit 55K in the last 30 days and many other crazy results in here. But some of the questions you guys are like, I don't want to film my pre -call video because I sound bad on camera. It's like, guys, how else are you supposed to get?
good on camera okay it's by doing it so it's just like understand we all start somewhere and just do what you can to look professional in the moment if you have to buy a $20 olive tree that's fake that goes in your background to make you look a little bit more professional do that okay you don't have to have the crazy mic set up the camera set up the all this stuff like it just do what you can in your own situation everyone starts differently but know that you're going to get better on camera as with time you know it's not going to happen overnight so um you just eventually have to just accept that this video is going to be how it is and if you want to cut it up or quickly edit it.
If you make any mistakes, just head into CapCut because CapCut should be super, super easy from there. Now, the last thing I want to cover with you guys, now that we got the domain set up, our business name, logo, all that done. And then also the funnel that we set up from the calendar page, the pre -call page is actually how to collect payments with WAP.
Okay. Now I'm going to quickly play some B -roll over this as I'm looking at the slide here of how to sign up with WAP, but I have a specific link that you guys will find and I'll just go to it right now. Once you guys are in my school community and you click on classroom right here, you're going to go to the welcome module.
And there's going to be this module right here that says sign up for these three tools. There's going to be WAP right here. Okay.
And this link right here, you guys are going to use to sign up and this is what you're going to collect all of your payments through. Okay. This is where pretty much everyone I know collects payments through now because WAP has made it super, super fast and easy to make sure that payments actually get accepted.
They get approved and it gets sent to your bank really fast with pretty low fees. I think it's like three or 4 % and they will not shut you down. Okay.
Here's the thing about running an online business is you will get shut down on strike. with time, okay? With running businesses like we do, because we charge thousands of dollars for our service, most of us, right?
Or at least if you're not yet, you will eventually with time. And the thing is, is Stripe is made for like low ticket e -commerce stores that have like 50, $20 payments, whatever. We're charging like thousands of dollars.
It's good as an alternative if you really have to have it as backup. But I'm telling you, WAP is made for businesses like agencies that charge a lot of money. And if you ever get a refund or a dispute, which eventually sometimes happens, they're not gonna - to shut you down over it or place like a crazy reserve on your account, which has happened to me with Stripe.
I lost like $30 ,000 at one point for 90 days because they were just holding it in my reserve on Stripe. And that's ever since I pretty much switched off of it. So make sure you sign up with this link I have inside this module right here inside this welcome module.
because you get an extra like perk with support bonuses. And I think some lower fees as well when you sign up with it. So you may as well, once you guys are inside the group, like so.
That being said, guys, that is really all of this for this lesson. Your homework is to build out, make sure your sales funnel and customize it based on your offer, niche, pricing angle, all that stuff. I guess pricing angle doesn't matter as much, but mainly your niche and your offer is all good on those landing pages and those funnels.
I just showed you right there. Write a test payment through WAP. So once you open up an account, maybe run like a $10 payment through it just to make sure.
can actually run that through your bank account and all good. And once you guys sign up with that link, and then the last thing will be head into lesson five. Okay.
And then I guess the last little homework I should have mentioned on here as well is make sure your domain to set up your business logo name. It's all of that is good. And please don't spend seven days working about this stuff, guys.
Like this is like something you need to spend a couple of minutes on or like max an hour and you just run with it. Okay. Because I'm telling you right now.
nobody cares so um yeah that being said i'll see you guys in lesson five let's go all right guys welcome inside lesson five inside this lesson we're gonna be covering how to actually set up your phone number inside of your go high level sub account and your email so you can send emails phone numbers all of that in that conversations tab so pretty much everything is hosted in there so first thing we're gonna cover is actually buying a phone number plus getting you a2p verified okay if you don't know what this is it's going to become a big thing that you're gonna have to understand in just a moment that you actually have to get verified before you can place text messages And this just comes down to making sure you're compliant and that you're a real business, whatever.
And I give like a bunch of, I guess like resources on getting approved here within just like the next day or two on this. So make sure you racked on this fast. Next is gonna be setting up your email domain and having the correct settings.
And last is sending a test email and a test. And last is going to be sending a test. And last is going to be sending a test email and a text.
So that being said, let me open up my sub account and let's jump into it. Alrighty, so once you're in your sub account, you're going to click on settings in the bottom left and you're gonna head all the way over to phone numbers right here, okay? Now you're going to say like your phone number system requires configuration, open up the phone settings, whatever it is.
If you have to do this, sometimes you just have to enable it on the actual sub account. So we just have to actually enable it right here. Right here, you have to click.
Okay, so I just had actually realized how to do this, but you guys are gonna have to do this too. You're gonna have to click on this little thing and it's gonna say right here, link to lead connector, make sure it's actually linked and then it's actually able to click enabled on. So this is kind of a new setting I think they launched.
So just make sure this is good. All you have to have is a number intelligence verified, and then you head back over into your account, back into the phone number settings. And that should allow us to buy the phone number we want.
So that being said right here, click add number in the top right, and then you're going to click add phone number, right? Now, what I would like to do is I would filter this and then verify and get a... actual number based on your area code okay so let's say you are you know i'm good first part of the number let's say you're based in seattle washington the area code is 206 okay so at the start of all of your numbers it's going to be from a 206 area code unless they just don't have any phone number um checking right here maybe they don't yeah that's weird let me see if they have a different one Okay.
Well, I don't know why they don't have 206 numbers, but they have 425 numbers, which is close and kind of like Seattle area. So again, you guys look up whatever area code you want to be based in. It could be Miami.
It could be Austin, Texas, New York. The one quick tip that I would do is bring this number before you actually select here and click proceed to buy. It's like a dollar.
Make sure you go on a new browser and you just import it like so. And you should be able to click or just like type up like phone number. a verifier spam spam checker maybe do like one of these links like here just click boom select here and then just search it and it should let you know yeah positive user reputation and you should be good no flags so just do this before because i've seen people in the past like buy a number but then when you make your first call off it says like potential spam which you don't want obviously so you're just going to click proceed to buy like so and then you'll be good to go from there Then it should show up in here like so.
And then you can just like click like the three dots or whatever and just say like make default number. But this is where it comes into actually getting yourself A2P verified, okay? So this is where you go up to the trust center up here on the very top and you click A2P messaging right here and you're going to click start registration.
All right, these other verifications don't matter as much. This is like mainly if you're like doing a lot of calling, cold calling or whatever, but you do need to do this to do texting, okay? So SMS, click start registration.
And essentially this is where it's going to put you through a line items worth of questioning on your business. And if you don't have a business, you're like a sole proprietor, like, I didn't have a business when I first started like an LLC.
So I was like a sole proprietor, just like my ID. You need to get all this verified inside your sub account to actually send text messages. Long story short, I'm not going to spend this video going through this here because I have a very, very in -depth in here.
If I go to backend system setup, obviously I'm going to have to blur some stuff, but A2P phone verification guide. I have a ton of links and guides right here. I had a call that I had with directly with the guy who actually runs the phone department at high level.
He did a full breakdown of getting A2P verified, gave me a ton of resources that I kind of hand down to you guys inside of here. So again, this will be in the school community once you sign up with GoHighLevel and top link in the description below. it will be in there so then you guys can just follow this video in here and all these resources and get approved because this is a like two -day process to get approved usually from what i've seen so you just want to make sure you do it right okay so that being said that's getting a to be verified and then your phone number should show up as positive once you go to phone numbers right here um i'll actually log into a sub account real fast i'll show you guys what it looks like once you are verified all right so this is a different sub account of mine this is what it looks like when you have your phone number in here and then you have a to be verified just make sure you click on these three dots click select to A2P campaign link once you're verified, and then just click this here.
So then it actually registers to this number. And you can also make this like, you know, like edit configuration, make sure this is like your default number. Like I have right here.
Once you go over to the trust center, this is what it should look like right here, approved and approved. And you just follow again, all these videos in here. And that's how I got this approved like so.
All right, the next thing is actually getting your email set up in here. Okay, so just for some context, getting this phone number and email set up in here, it's gonna populate all the conversations. inside of here once done so just so you fully understand like all these texts and automations that are in our point reminders confirmations it's going to send off this number that we just bought and this email domain sending that we're setting up right now so you're going to click on settings in the bottom left and you're going to click on email services like here like so Oh, and by the way, I probably should have mentioned you guys, but if you run into issues with any of this stuff, obviously you can ask in the group, but please use high -level support here in the top right.
Like they will do it for you. And I've seen people like jump on a Zoom call with high -level. High -level just does the entire thing for them.
So then they don't even have to like do all this crazy complicated stuff. So if you run into issues with any of this stuff, guys, please jump on with their support. They're super helpful.
And you can jump on a Zoom call as I'm speaking right now over it, which is kind of cool. But this is the default lead connector email system setup that they give you. I personally don't think it's reliable or good.
I think it actually, everything lands in the spam. So what you wanna do is you wanna click on dedicated domain and IP, and you're gonna wanna, again, when you have your domain inside a high level, you can do it off this. Let me log into another sub account.
I'll show you guys what I mean, because again, in this sub account specifically, I didn't buy a domain, but obviously you guys have, so give me one second. All right, so when I'm in a new sub account like this and you have your domain, you're gonna click on dedicated domain and IP, and then you're gonna click add domain.
And if you don't already have this, if it, obviously I have one set up right here, it's all approved and everything, but if you don't have this, click. on add domain right here and then what you're going to do is you're going to add what's called a sub domain so again it doesn't matter what you put here it could put like reply dot and then your domain so let's just say you got this like what was this domain listing flow ai or whatever like let's just say you got listing flow dash ai .com okay like this is your domain or whatever your domain is right here you put whatever you want it doesn't matter you could put like reply you could put um like one letter it could just be like m dot listing flow ai it doesn't matter it's just a sub domain that we're going to be sending our emails off of inside a high level and a high level will optimize this so it doesn't actually land into spam which is super super helpful then you click add and verify um let me do this with the domain i actually own in the sub account so i can show you guys an example all right so for this one i'm going to do like just like uh just em okay for email dot seller .com okay all right we're gonna click add and verify almost there verifying records
Cool. And then connect to your domain. click continue and then just make sure it's this domain you already have registered in high level because it should be able to automatically sync and then boom it says your domain is already authorized click on the add records and complete setup so we'll click add records like so and then again we have to have all this verified so sometimes this does take a few minutes guys to actually verify we'll click verify we'll see if it went through in the bottom right one of it has but the others haven't so generally you just have to wait like 10 15 minutes sometimes um to let it go through so yeah it usually says like say 60 seconds to propagate and again if you're running issues this stuff guys use level support their email team is really good for this stuff but eventually it should be at the point where all of these are green and verified on the right so maybe i'll just refresh and try again i literally refresh it and they all got verified so that's that that's why buying the domain inside a high level guys will save you so much time click verify domain and then you should be all good cool you see right here and then the last step in here is you're going to click on these little three dots that you set up you're going to click set headers okay right here and you're going to select your name so all of your emails and everything you send off this domain
will automatically be from this. So you're gonna do like Carson Reed, for example, and then let's just take this email domain right here, and we're going to go set headers. We'll say Carson Reed is the sender, and then the actual email sender will be like Carson at, and then em .seller, and then now every single email will immediately by default send off of this.
So we don't have to like go into each automation and change it. Like this is like the centralized place for all this, and then click save. And then once you have done that, everything should be set up like so, configuration updated successfully, and then you're pretty much All good to go.
So everything now sends off this and you've got your phone number set up as well. So wrapping up this lesson, guys, your homework after this is buy a phone number and use the H2P resources I gave you and also high -level support if you need any help with this stuff inside of my school community to get all this approved. Once that's done, set up your dedicated domain in your email, the subdomain like I just showed you, so you're ready to actually get sending and then head directly into Lesson 6.
I'll see you guys in there. All right, guys, welcome into lesson six. Inside of module three, this is the last lesson.
We've got workflows and full system setups. This is gonna be primarily talking about how to use the automations and how to set up a couple quick things because, again, the snapshot I gave you pretty much automated all the work for you so you don't actually have to do much, but there's a couple small tweaks you will need to make to make sure it's all functioning.
So first thing we're gonna talk about is the lead capture and nurture, text and emails, the appointment confirmation reminders, emails, texts, all that, and making sure those are actually you're sending properly with your like email domain, all that stuff being sent along with it, along with your niche and offer. Cause there's a couple of quick, like, I guess, blank spots inside of all the messages I made for you guys that you need to make sure you fill in.
And then last thing is actually making sure you test it and everything actually works. So that being said, let's quickly jump to the sub account and we'll knock it out. All right.
So when we head into the bottom left, we'll go to automations like here, and then we'll just start with a 10 email lead shirt, a nurturing sequence. So the way this works guys is when people are put in, into a pipeline stage, just the new lead stage.
So essentially when you get a new lead, it'll immediately go through this entire workflow of sending 10 emails. Now I want to preface, this probably isn't actually going to be used for 90 % of you because this is really only useful if you're getting in opt -ins, but they aren't booking a call. But the big thing I'm telling you guys to do throughout this whole video is you guys send directly to a calendar page where the only thing is for these potential businesses to actually become clients of yours and book.
on your calendar is through booking a call. It's not like they're selecting an opt -in form and then they just don't book a call from there. But again, the way it's set up is very simple.
Like if you wanted to edit anything like here, I've already done a lot of the work for you. So you just go in, go into the email. The actual header from the name and from email now does not matter.
You guys, I put username, so it's already kind of set up, but it doesn't matter because we overrided it with setting those headers in our email domain settings that I just showed prior that you guys should have followed. Next is going to be like the subject. Obviously you guys will like make this depending on your niche.
So looking for more X, I've already templatized it. You guys just put in whatever like your niche offer desirable would want. Make sure all the emails look good themselves.
According to your niche, same thing. Just go through each one like so. And it all should be good there from there.
You can have Claude, Chad, JPT kind of help you with all these. I've already given like the rough outline for them from there. But what really matters is the appointment confirmation and reminders.
This is like the basic one -on -one stuff you have to have set up correctly. So let me show you. So when people book a call here, it's immediately.
the first thing it's gonna do is they're gonna get sent to this, which is gonna remove them from that 10 email lead nurturing sequence workflow. Because that workflow, I was just showing you guys, the whole goal of all these 10 emails that are in here that go over the span of, I believe, 10 days, just once a day for 10 days, is to get them on your calendar and book a call.
But again, if they book a call with us, we don't wanna keep sending them those emails. And again, I think 99 % of you guys, honestly, do not worry about this automation. You won't need to worry about it.
The only real one you have to actually be concerned about is this right here. This one, the appointment confirmation reminder to make sure people show up. So what's going to do, it's going to remove them from that workflow there, and it's immediately going to add them into the booked appointment section in the pipeline.
And actually, I don't know why it says new lead right here. So I'm going to just make it booked appointment. All right.
So the way that works is essentially the second people hit this little thing right here, it'll automatically go down this kind of like a flow is it's going to put them as a card right here in this. So we can keep things organized. And then based on how the call goes, you guys can move them to no show canceled, follow up or closed, right?
Depending on where they're at with things, right? You just move them around. So it'll automatically add them into that little pipeline.
And then the next thing that we'll do is it's going to wait 30 seconds and it's going to send them what's called the. pre -call confirmation email. Okay.
So what's super important about this is when people book calls with you, there's going to be about, I'd say 30 to 40 % of people that get sent to that pre -call page you made with that video of you and like making sure they, you know, confirm the appointment on their calendar, all that stuff. 30 to 40 % of people will not watch those videos and will not look at that page.
They'll just leave the page. They'll just, after looking at call with you, they did. Now we need them to go through that page and actually watch it and go through it before the call, right?
Because it's going to increase how much they understand about what we do. an agency how we can help people like them and the importance of them showing up to the call which is obviously probably the most important so i've built out this email here that you guys can kind of just follow in you guys literally have to make no edits to this which is kind of cool all you have to do is like i already have it like here's a super important video for you to watch that'll get sent to them you have to update a few custom values okay let me show you what i mean by this and this is going to affect when you add this custom value of this pre -call link um there's a custom values field where you just add in what happens when this like actual like custom tag or custom field is put in to where it always sends this same link when you have this little custom value right here okay um and it's getting it's already all automatically populated appointment start time point username all this will automatically populate without you guys having to edit anything assuming you've followed what i've done so far but this will send us empty right now because we haven't programmed that so what we're gonna do is we're gonna head back over to here we're gonna click on settings in the bottom left and we're gonna go to custom values like here there's only a few things we actually have to import right here to make sure we're fully set up the first thing and you guys should have all these tags when
importing my snapshot, uh, using the go high level link in the description below. But the first thing we have to do is we have right here. If we find it, we have pre -call video link this right here.
Okay. We need to click on this right here, click edit. And we just need to literally put in our pre -call video domain link right here.
That's all we have to do. So this is the value. So what this would mean is you would go right over here, but go back.
You would go to settings or sites. You'd go click here, a sales funnel, and then you go to pre -call page. And then again, I didn't connect the domain, so I don't have a domain here, but it will.
show up as like a domain or a link right here. Okay. That you will have once you followed what I've told you to do, you're going to take this link.
So like, I'll just preview the page and take this link. For example, um, I'm going to head back into sites, custom values, boom. And then I'm going to go to pre -call video link right here.
Boom. I'm going to click edit. Boom.
And then we're just going to enter that link in right here like so and click update. Once you do that, it's going to update any time we have an email or a text or anything that includes that pre -call video link. It'll send that link essentially as like the replacement of like the custom value, if that makes sense.
Next is we're going to edit the company name. So right here, make sure you actually put your company name here. So let's just say it's like.
Do that here because there's a few times in a couple of the emails that I have like a custom values company name is like the person like sending the email or whatever, or it's said within the email. So you want to make sure it's actually sending from you. And then that should be pretty much it.
I don't think there's really anything else you guys have to do here. Yeah. You guys just company name and a pre -call video link.
That's all you have to worry about. Just editing those two. Then you're going to head back over into automation right here.
Click on this like this. And then now what will happen is if we click right here, once you've updated it, when you actually. send emails to people that book calls with you, again, company value name.
So it's going to automatically populate with what you put in that little thing right there. So it'll be like listing flow AI. We'll replace this right here.
So it'll say like with listing flow AI, and then it'll also send with your pre -call video link, right? So now it's sent there. So you just had to update it in the custom value section and it will automatically populate automatically inside all these emails.
Cause I think there's other times where I've said like, yeah, company name. there it will say your company name, right? So you don't have to like go into every single email and do it automatic or like manually yourself.
It's like automatically filled throughout the entire thing. You don't have to worry about meeting location, first name, assigned user, anything like that. High level automatically will do that for you.
This is a pre -call SMS. So it'll like include that pre -call video link right there that again, you don't even have to touch after you put it in that custom value because it will automatically populate here. We have 24 hour point reminders, which again, I don't think after making those two things, you don't even have to edit anything here.
Like everything's already done for you. One hour, same thing here. And then it will go all the way down to 10 minutes.
And then once that's done, everything's really done guys. Like you don't have to do much because I've made this so templatized. Like that was the - entire thing.
And this will automatically send to anyone who books a call with you. Okay. Which is super, super, super cool.
So that being said, that's really the only thing you guys had to worry about as far as automations goes that I give to you. And this is just to make sure people show up to the call, obviously. And I think that's really it guys.
Like the closed client workflow is cool. I already kind of showed this, but this is only going to matter once you actually close a client and then you add the tag on their contact of closed clients. So all that would look like is let's say you close the client.
Okay. And here there, let's just say this is their contact, you're just going to click here in right here.
You're going to click, let's see, add tags right here. You're just going to say closed, right? And then you're just going to add a client close tag, like here, add tag.
And once you do that, like so if i even just show you it should like send them through even though there's no email or anything attached um it would send them through this automation like so you know so enrollment history boom it just sent right there okay right now um so see it's right here boom it's in this little waiting 30 seconds and you can kind of watch it move through the whole thing and it'll send them a text and email obviously this is an example i'm showing you guys but you get the point so um and even if your name from name and from email is blank here it doesn't matter because again we overrided it in our email settings when we set that up so that's pretty much all the automation setup guys i try to make this as simple as possible where you don't need anything extra like last year's free course or the previous free course I made.
It was super like in -depth, kind of confusing. And like, just honestly, a little bit of a headache. I try to make it as simple as possible for this year for you guys, where it's like, you just plug and play, which is kind of cool.
So let me head back over to the slides and then we'll wrap it up. All right. So your homework for this module, wrapping up module three is build out all of your automations, workflows for point reminders, follow -ups, onboarding, run one test, lead through that entire system.
So try to go through your funnel, book a call with yourself, make sure the Zoom link populates, pretty much test everything we did here throughout this entire. module to make sure everything's running and that'll be really it and you'll be able to head into module four again i can't reiterate enough anything systems technical related i know it seems like a very big uh like challenge like if you've never done this stuff before guys use your resources at your disposable like high level is always there for you 24 7 when you want to jump on a zoom call with literally one of their support developer who will show you how to do whatever you want to do or answer any questions you have not to mention the school community that all the calls throughout the week that i give you guys calls with me every week like please just utilize this stuff because a lot of people get stumped here and it's a lot easier with time, but initially it's kind of a lot, you know?
So I just want to make sure you guys are fully supported. And that being said, head into module four and I'll see you guys in there.
All right, guys, welcome inside module four. In this module, we're going to be talking about how to get clients, which is the golden question. Everyone wants to know when they start out, what is the best way to get clients?
So in this first lesson, I'm going to be covering what are the three main acquisition methods. out there to get clients because there's many different ways you can get clients i'm going to talk about in my opinion what the three most predictable and best are long term and a couple others you guys probably haven't heard of as well that i know people have made literally tens of thousands of dollars with that's kind of like low -key so what we're going to cover in this video is number one outreach organic content paid ads and the pros and cons of each deciding which path is best and overall my personal thoughts and recommendations so i want to spend this first lesson just me kind of talking to you guys about my experience doing all three of these because These three methods are the main ways people get clients, okay, from outreach.
So this is like anything from cold calling, cold DMs, cold emails, all of these methods kind of fall within outreach. which is where you trade your time for money, okay? This is where you're gonna spend your own time to outreach to business owners and try to get them on a call with you.
Organic content is essentially where you're gonna make YouTube videos or Instagram reels literally just like this, but targeted to your specific niche. So I'll give you guys an example. Let's say I was in the real estate niche.
I'm gonna start making YouTube videos and Instagram content reels about how AI is changing the real estate sector. and how real estate agents need to be using ai inside of their business and then you can kind of have a small slight pitch of your offer of you know book a call with me below on this video or go to my bio on instagram you know as you're watching this reel and go book a call directly with our team to have us implement all these ai systems for you and that's kind of like where you get traffic um so really just posting content it's free to post obviously doesn't cost money to post on youtube or instagram next is paid ads so this is really where you're going to go spend your own money on your own advertisements on most likely meta.
So Facebook and Instagram, and you're kind of practicing what you preach to an extent. And this is what I do today to get all of the clients from my agency and all of my friends who make tens of thousands, if not hundreds of thousands of dollars a month, they all do paid ads. And I'm going to talk about why in just a moment.
And then yeah, going to the pros and cons of each. So let me first start with some outreach methods that are not on here because these are the three most, I guess, like the three best ones you can do long -term, but there's like one or two on here that I haven't included that are actually really good as well.
And that is going to be network, people you know, referrals, friends and family, okay? So when you're starting in any business, okay, the easiest thing to do to get momentum is hit your actual network of family, friends you have, or people you know that might be a good fit for what you're trying to do. So let's say you know real estate agents, just like I did when I was 16 years old.
What you should do is you could literally go to those, this is what I did, right? too scared to go say i'm gonna go run your ads and i'm gonna put your money on the line so what i did was with the family friend real estate agent i have i just said hey look can i sit down with you for 30 minutes grab coffee and i'll just run you through my business plan i have um working with people just like you and i was a 16 year old so like it's not like they're gonna say no i did that and i learned a ton from their perspective because i'm trying to sell to people like this um just this family friend i had who was a realtor i learned a ton from that conversation and i didn't charge like they didn't charge me money for it i didn't like try to pitch them on a service i was just getting their their take on what i was doing, what they liked, what they didn't like.
And I could use that data as data points for when I want to go pitch it to business owners. But if you want to take it a step further and you're confident and you like, just are like, look, I just want to make something work. I recommend you hit your network of people, you know, ideally in the industry, you're trying to go target of anyone, you know, that's in that industry and you pitch them on your service, like what we've talked about in this video so far.
So it could be advertising along with AI caller, or it could just be advertising to just get them leads. And what you're going to do is you're going to aim to get experience. Okay.
So you like, this comes from anyone who's probably pitching friends or family. You don't want to have them lose money. That's like a very scary thought.
And that's the reason why most people don't do this method. But I can tell you guys lower your price, make it super cheap. Maybe do a free trial.
okay like they're not gonna say like most likely they're probably not gonna say no if you say i'm gonna do this free for free right and the only thing you have to pay for is the ad costs or the ad spend for daily in the meta right like a lot of people probably like okay i'm willing to give it a shot like he's kind of just doing this work for free and that will get you experience so much faster than trying to do one of these three methods on the screen right here okay obviously these are the best and i recommend these long term but when you're first starting out you need to take what you can get okay it's like guerrilla tactics like guerrilla warfare okay you need it take what you can get and grab everything you can from the current edge you have.
And that edge could be knowing people inside your industry you're trying to target. Okay. So that's firstly, what I think you should do if you're starting out today is hit your friends, family network, anyone that would want this service and talk with them.
Okay, but at a bare minimum, right? And then ideally have them do some sort of like discounted service or maybe free trial service, whatever you're comfortable with. All right, so let me go into each of these and obviously I'm gonna have videos on each of these, but really my personal thoughts and recommendation as I go through this section here, guys, is everyone wonders what is the golden way to get clients?
Okay, like I always wondered that, like what's the best way to get clients? Like how do I get clients in my agency? Guys.
The real reality of this is it comes in a two key factors. Are you willing to put money on the line? And if you're not, are you willing to put time on the line for long enough?
Okay. So what I mean by that is if you have money to your name and I mean a thousand us dollars, at least to $2 ,000, let's say in that range. Okay.
If you have that amount of money set aside to, for investing in this business, I would skip outreach. I would skip organic content and I'd go straight to paid ads because what you can do is you can leverage that money, give it to meta. run ads like I'm gonna show you guys how to do, and you can literally get booked sales calls while you sleep within the next three days of watching this video right here, if not sooner if you set everything up fast, okay?
Meaning as you're watching this right now, you could have sales calls in literally 72 hours or less, right? So that's my personal preference is paid ads 100 % of the time. I would skip outreach.
I would skip organic content. Everyone on YouTube tells you to do cold calling, cold emails, cold DMs, all this crap. Guys, I'm gonna be the most straight up real guy on the internet to you guys.
That's all why people quit. Okay. And I'm just being real is someone who got to like two, three, 4k a month initially with outreach.
I can tell you guys it's the worst shit on earth. Okay. Like it is genuinely, you are competing with every other person in their mom.
That's sending the same cold calls, same DMS, same everything as you, when you could literally just go work a job at McDonald's just how I did. Okay. Because this video should be out, uh, after the McDonald's video came out.
If you guys saw, I literally worked at McDonald's for two weeks and closed a client with that money in that paycheck I got from McDonald's using paid ads, just to show you guys. this ain't a joke right i know what i'm doing and you're so much better working a job making minimum wage taking that money and throwing it into ads then sitting around for six months like i did trying to do outreach and then barely closing anyone okay um do people see success fast like in their first week or two of cold calling sure okay like anything there's the outliers but to be real the reason 99 of people quit online business is genuinely because outreach actually sucks to get clients and it's really really hard if you're willing to power through it like i said if you have time and you do it for long enough you will see some sort of results and success with it okay it could take two months it could take six months it could take 12 months right for me it took six months uh by month seven when i started my agency and by month seven of me kind of growing and documenting on this youtube channel i think i was making like one two maybe three k a month okay but keep mine at month six i was making zero dollars a month so i was like when i kind of hit my um my growth right there so i would personally go straight to paid ads if i'm you guys and if you don't have money go get a job the only reason you guys should not be able to get a job is if you're in a country where it's very very hard to make any substantial money in us dollar currency or you're underage and you can't
make it work but keep in mind i was mowing lawns at 13 years old to you know for neighbors and pitching like flyers and stuff to make money so i could afford my 1 000 gaming computer that's how bad i wanted it so it comes down to how bad you guys want it genuinely okay so honest older brother advice even though some of you guys probably most you guys are a lot older than me here i would tell you guys go straight to paid ads you'll see way more success faster and it's gonna put money on the line which is gonna force you to stay invested in this game okay and the last thing i'm gonna say on this whole slide is it's all gonna come down to the time you spend.
Meaning if you do paid ads, if you do outreach, if you do organic content, if you guys are in this game for less than three months, you should just quit now. Leave this video, all right? I said this at the start of the video in the mindset section.
You guys have to stick with this stuff for long enough. I know everyone says it on YouTube, but I'm telling you right now, I would not be where I'm at if I quit on month five. And then I closed that first client on month six, right?
There's a version of Carson who quit on month five today and is currently in school right now, just like everybody else. Not that I'm putting that down, but the other version of Carson, that stuck with it, the Carson that you're looking at today is miles ahead.
Like I'm more ahead now than I thought I would be at 40 or 50 years old. And that just came down to me sticking with the boring stuff that sometimes feel like it doesn't work in the moment for long enough. Okay.
That's the truth for you guys. And you have to be willing to stick with this through the months that are hard because they're going to happen. This is not an easy game.
And I've told you guys this from this whole video, I'm going to be the only real guy on the internet to tell you this is not get rich quick. And this is hard. Okay.
So that being said, guys, your homework is to choose the path you want to take. Okay. If you don't have money to your name and you can't get a job, outreach or organic content is probably the method for you.
All right. All of you guys should probably hit up your network first of people, friends, family, you know, because that's just the easiest like pool of potential clients you can tap into. Okay.
Next is going to be set a weekly activity goal so you can actually hit this. Meaning if you're going to go do outreach, for example, or you're going to do organic content, you have to set what's called KPIs, key performance indicators. Meaning you need to hit, x target of dms or cold calls a day for x amount of days until you see results or there's a punishment so for me it was like i can relate this to like when i was doing cold calls when i first started out i had to do at least 100 cold calls a day or i had to go run two miles that was my rule Okay.
So it'd be like, if I'm either going to see results in the business or I'm going to see results in fitness. And I didn't want to do the two mile run, obviously. So it was kind of like, um, setting a KPI.
Right. And then you have some sort of like goal you must hit every day and write this down in a journal guys. Like, as I say things in this video, you guys should be documenting your journey in the description or in the comments in this video.
Like you guys should be putting day one, day two, day three, day four to five. We're just updating every single week or every single month, how you guys are doing. Right.
You guys can network inside of my school community of other people in there. So many friend groups of kind of like different people that mesh well have already. met each other inside of there, business partnerships have been formed in there.
Get yourself accountable, okay? Don't do this alone. And then the last thing is head into lesson two because we're gonna cover a lot inside this module as it's probably one of the most important modules throughout this entire video, as you guys could expect it.
But that being said, hope you guys enjoyed this video and I'll see you guys inside lesson two, let's go. All right guys, welcome to lesson two inside of module four. In this one, we're gonna be talking about how to do outreach.
So specifically cold calls, cold emails, cold DMs, all the best recommendation and best tips I have. have for this right here. Okay.
So what we're going to talk about in this video is going to be outreach 101 and expectations, building a relevant lead list. So understanding how to find the right businesses, how to scrape their name, email, phone numbers, uh, compliantly. And then next is going to be talking about how to use email outreach, cold calling, uh, Instagram, Facebook, LinkedIn, DM, direct messaging, and so on.
So what I'm going to do is I'm going to talk for a second, and then I'm going to show you guys some of the resources I give to you around all these things. So when it comes to outreach, like I said, and you guys probably just heard me say this, You have to do, if you're gonna go this path and you're not gonna go do paid ads and you've made that decision here.
Oh, by the way, guys, don't do both. Like I personally am not a fan of like trying to do cold calls, cold DMs and doing paid ads. Like you're either all in or you're all out type of thing.
And I don't think it's bad to do some cold calling in your spare time if you're waiting for your ads to get like perved by meta or whatever that takes like a day or two. Like if you wanna get resourceful, that's fine. But like, I wouldn't try to do all at once.
I've just, I've not seen people be successful with that. Choose one to go all in on it, right? And I think this is the same even with outreach.
Don't do cold emails, cold calls, and cold DMs. Choose one and double down on it, okay? That's personally like a super, super big lever you guys should be tapping into and making sure you actually do in order to increase your chances of success.
Expectations -wise, guys, this is gonna take at least three to six months to see a client. Okay. Honestly, I have seen people come in cold calls and they get to like five, 10 K a month within actually like 30, 60 days.
But again, those are outliers. And I don't want to set that expectation for you guys. Like if you really want to see results, set yourself a three to six months, absolute minimum that you're going to do outreach for.
Okay. You're just going to use high level. You're going to use my community.
You're going to use my calls every single week that I have in there. Use me for help for this. If you're going down this path, but just know you're taking the hard route.
All right. Just honestly. Okay.
Again, I'm going to be the only guy on like on YouTube that's actually real about this stuff. This stuff sucks. There's a better alternative.
It costs money and you guys should get a job if you don't have money. But if you. literally cannot physically make money then this is going to be the path you're going to use high level and you're going to use the community and then you're going to do everything i'm telling you right here all right so expectations wise three to six months absolute bare minimum i should probably be saying 12 um but for me it took six months all right next is going to be let's talk about email outreach cold calling and uh dm messaging so let me quickly open up the school community because i have a bunch of resources in there that you guys can just use and honestly they'll skip a lot of time i'm gonna kind of like be yapping here and uh we can jump to that all right so once you guys are in my community right here as so So again, if you're not in this community, you guys need to sign up with GoHighLevel.
Top link in the description below. You'll get entered in the Rolex challenge to compete for it. And then you'll also get access to this entire school community of all these different people that are probably just like yourself that are winning all these crazy wins.
Absolutely insane. This dude hit 50K in the last 30 days. We got the classroom of all the modules here.
And then we also have five weekly Q &A calls. And you guys can ask me questions on my Friday calls. But big thing is, is head over into module four, which is gonna be how to book sales calls.
And then right here, I'm gonna have to blur this, obviously. you guys will find this when you're in here, is cold email outreach script right here. Boom, I'll open this.
And then also cold calling script. Both of this is already made based on what I've seen work best throughout a lot of people I know that do a lot of cold emails and have seen success with it. So the whole script is right here.
You guys can kind of look at everything, the psychology of it, the introduction, four -step email prospecting framework, and so on, okay? And then also with cold calling, I think this is a great way of doing it. Tactical empathy, we go through kind of the psychology of it and how you should be going about cold calling.
because there's a couple routes I know some people that do like this intro is kind of cool I've seen a lot of people do this on YouTube which is like you know you start off your cold call you know you're just on Google Maps whatever just calling up businesses and you say like hey you know like this person you know Rachel give me your number and it looks like you don't have a any ads live right now and I was just checking your business so I thought I was reach out to you and see what we could get going here or something like that it's a little bit of a white lie so again based on your morals Choose if you want to do it or not.
I've seen it convert decently well. I don't do it myself, obviously, because I don't cold call. But it's like where you like say someone else told you to call them and then you're like calling about that reason.
Gets them kind of interested, you know. But I also have some other angles, multiple different scripts you guys can see on here. And also some objection handling here at the bottom.
right here so we have like i'm not interested uh send me an email we don't have the budget i have responses for all of those based off of what i've seen work best um so for cold calling you guys are literally just gonna use high level so let me actually quickly pull that up real fast all right so once you guys are in your high level sub account obviously you guys have followed the high level module inside this video so you should have your own phone number now within your sub account all you have to do to cold call or do anything like this is you just head over to this like uh blue looking kind of calling i guess emoji at the very top and then you just enable your system so you can actually uh call and then you just click this and then you can type in whatever number you want, right?
So let's say I was calling 206 -999 -9999 or something like that, whatever the number is, right? Like you just entered in here and then you literally can call from here, like see outgoing call. Yeah, you guys get the point.
So that's kind of like how this works as a whole. I think that this is the best way to do cold calling because again, it's going to get annoying if you're picking up your personal phone and you're trying to like call off it and everything like that. Like it's just going to be a headache, right?
So I think this is the best way to do cold calling. And again, make sure you guys' phone number is set up correctly like what I talked about in the high level module. But if you guys are going to be doing cold emails, okay, you should use a tool called Instantly.
Okay, I think you can do cold emails inside of high level as well. because obviously you guys have your email domain set up, et cetera. But what Instantly does, it's really, really good.
It's a platform that I used to use actually back in the day. This is how I got my first few clients is I pretty much set up a campaign and it also warms up your email. So you can connect like five, 10 different email addresses.
Like if you wanna go buy email addresses, you can go buy them or even just like. import a couple that you have one or two um and then it'll essentially warm up your email address by just sending and opening like emails back and forth like automated to each other so it like has a good sending reputation and then what it's going to do is it's going to allow you to put in a script import your leads list and literally just blast as many emails as you want um as far as scraping leads go there is a couple tools you guys can use you guys can use apollo Apollo is a pretty expensive tool though.
I think you can use Chachapiti or Claude to actually scrape leads. So like, let's say we're working with, you know, real estate agents, for example, or like roofers, whatever. You guys could literally have Claude or Chachapiti go on Google and scrape these emails, phone numbers, et cetera, and go from there.
Now, again, make sure it's all within compliance. Like there's some things in some gray areas I'm not fully sure on, but just make sure like. if you're gonna email someone or you're gonna text somebody or call somebody make sure they're not on like a do not call list or like a do not email list uh whatever just to make sure you're fully in the green and then the last thing i'll also say as far as outreach goes um because i don't want to spend too much time on this like i already have videos inside of here inside the group you guys can watch if you want inside it um but the last thing i'm going to talk about is when it comes to another kind of like method of outreach which is cold sms i do not recommend it it's kind of a trendy thing a lot of people talk about it inside the agency space it's essentially where you have this phone number inside of your high -level sub account you import let's say a thousand contacts and you just send them all text messages the problem with this is it's completely illegal okay like unless you're getting these message these contacts from people who have directly opted in to your company if you get a legal letter or if you get like sued
by one of those people, the fines are insane. And I actually know a couple people that have filed bankruptcy because they've done cold SMS completely non -compliantly. They close clients through it because you're essentially just blasting text messages to like thousands of people's phone, right?
Like they're gonna see it and probably you're gonna get a lot of responses. You're also gonna get a lot of pissed off people, but it's just not scalable. It's expensive due to like high level texting like fees.
Like there's a, you pay a small fee every time you send a SMS text. It's very small, but it will add. up if you're sending thousands of messages and overall guys it's just not compliant at all so i just don't recommend it i don't think you guys should do it um it's not worth the headache of going through you know all this crap especially if you're not covered under like a business or an llc or something like that that's a really really bad place to be in if you get hit personally so just from a compliance standpoint can't recommend that but cold call script right here for you guys cold email script in here it's all going to be held inside this community if you guys want it um and other than that i'm gonna head back over the slides real fast overall i don't want to too much of this video talking about outreach because it's not something i personally actively do today like it's just i want to only talk about things i'm currently doing in my own agency that i'm doing well because that's really the best things i can hand down to you guys but that being said i have tons of modules tons of bonuses um and tons of scripts and resources inside the school community you guys have probably joined um to leverage for this sort of like outreach section if you guys want to do outreach so that being said your homework inside this video is make sure to pick one way to outreach cold emails uh you know cold calls dms whatever
Choose that and go all in on it. Don't flip flop. Decide how many you're going to send each day and stick to it.
Because again, setting daily KPIs and like kind of like a discipline or like a punishment if you don't hit that is super important. Keep every lead tracked inside of your pipeline. So if you have a bunch of people that you're having follow -ups with or have booked calls with you or they no -showed, whatever, keep all this organized because this is going to help you later down the road when you always want to make sure you're following up correctly with people.
And then the last thing will be head into lesson three inside this module. I'll see you guys in there. Let's go.
all right guys welcome to lesson three this is we're going to be talking about organic content to get clients okay so this is a super big one um i would say i'm pretty knowledgeable in this space because i've grown a youtube channel i obviously have some followers and i've actually done this for my agency as well and i've seen a lot of people that have helped with this stuff actually get crazy results and close clients through literally posting on either youtube or instagram which again costs no money to do so it's like whatever clients you close from these platforms it's essentially all profit unless you have like team members or you know whatever so what we're going to be covering this video is organic content 101 expectations and creating youtube content i'm also going to talk about turning an instagram account into kind of like um a content haven so it's like you can repurpose youtube videos as instagram content which is pretty good and uh you know just posting and tracking what matters replies calls etc okay so
I'm just going to kind of gap as I do this here. But guys, the biggest thing I can tell you on YouTube, and I'm sure I'll put like B -roll over this so you guys can see it. If you're going to do, I guess, let me start with expectations.
If you're going to do organic content, this is the biggest snowball you're going to push up the hill. Okay. This is like probably more than outreach because you're essentially going to go post on YouTube or Instagram and like it could get no views for genuinely months, even if you're posting once a week, for example.
Okay. But that's just, you have to be okay with that. Like guys, my YouTube videos, obviously you guys see me with all these subscribers now.
Guys, I literally posted for like. months and I got no views. Like they did horrible.
They all flopped, but that's just like a part of the game. That is what it is. You know, like you have to understand that content is a big snowball.
Once you push it, it gets easier and easier to grow, but it's super hard to get it going at the start. Okay. That's really the best way I can describe it.
As far as expectation goes, the one thing I'll tell you is don't care about views because you guys are gonna be making what's called agency accounts or agency organic content accounts. So this is like an agency YouTube channel or an agency Instagram account. I would do this all under either your business name slash personal name and business name.
So like for me, it would be like my YouTube name or Instagram name would be like Carson Reed dash scale your clinic or Carson Reed dash and neatly, whatever it is, have both in there. So it's like people can put a name and a face to a company. I think that's better.
just doing it off a company logo. There's a saying that people buy from people. They don't buy from logos unless you're like Apple.
So I would kind of follow those best practices where your profiles are kind of actually including your face as your profile picture and your name plus your content or sorry, your agency name. So that's that. And now when it comes to creating YouTube content, really easy guys, when it comes to just download a, I guess like video hosting platform, not video hosting platform, but like a recording platform called Loom.
L -O -O -M. And you guys can just record your screen, record your face off it, very similar to what you see here. And you can just click record and record whatever you need to do.
I think the Lucidchart breakdowns are really good. You guys saw me break down a Lucidchart earlier. It's actually what we break down on all of our sales calls in the agency as well, which you guys will see very shortly.
So I think like... If you just break down concepts, kind of how I do on this YouTube channel, but do it for your niche and do it very targeted, that'll be really good. The next big tip I can give you guys is download this extension.
It's free on your browser called vidIQ. Now, what vidIQ is going to do is it's going to essentially tell you an outlier score on every single YouTube video there is out there. So like an outlier would be like a channel that has a thousand subscribers or a hundred subscribers, and they have a video that hits a hundred thousand views.
That's an outlier compared to what that channel's average views are per video. Okay. And there's a saying that says like organic content, if it works once here, it's generally going to work again here.
So like, for example, if a YouTube video does really, really well for somebody else in this market, if you bring it and take your own inspiration of it, maybe make it better and post on your channel, there's a chance of it doing very well because it was, you're just copying outliers. Okay. Now.
That's really some like YouTube game sauce that I learned from a guy named Jordan Welch. He has 2 million subscribers on YouTube. Great guy.
I've kind of built a pretty good relationship with him. And that was something he told me that helped a ton early on. Okay.
And that's all I would say. And the last thing I'll say as far as YouTube goes is make sure you have a mid CTA and an end CTA in your videos. So if you're breaking down a lucid chart on like specific strategies on how roofers should be using AI colors or how roofers can use AI to get more business, have like a CTA in the middle of it.
the video and have a CTA at the end of the video, meaning a call to action. So something that would look like maybe like, all right guys, so if you're really thinking you want to implement this for your business and you don't want to have to go through all the hassle of doing it and learning it yourself, you can click the top link in the description below and you can book a call directly with me or my team and we'll help you out and make sure we can get this implemented for you if it's all a fit.
Something like that. Like that was super rough obviously, but you can put that in the middle of the video and the end of the video because you sometimes need to tell people what to do and what you want them to do, which is obviously. booking a call with you so you can sell them.
And then the last thing as far as YouTube goes is make sure because it's going to be talking about a certain niche, have that industry in the title. So if you're talking to real estate agents, have real estate agents in the title. If you're talking to roofers, have roofers in the title.
Don't do the thing where you're trying to go broad and generalized because then it's not going to hit the right people. All right, like straight up. So make sure you do that.
And then as far as Instagram goes, you can literally just clip up your YouTube videos if you want and post them on Instagram or like post individual Instagram content. I don't think Instagram is the most effective, honestly, for this. You can make it effective, but I'm just not the biggest fan.
And then again, just make sure you track how many calls you get from your YouTube. So maybe duplicate your funnel and high level that where people book calls with you and label it like organic content funnel or something like that at the top. So you can see which person actually books through this.
rather than like maybe ads if you're running ads or whatever and that is that guys so if you guys have questions on this one feel free to comment the description below in this video i'm happy to uh or the comments below i'll happy to answer them because again a content i'm kind of like i really enjoy doing actually um and yeah that being said that's pretty much it for this method again it's going to take many many months most likely to see any results and you're just trying to get people very few people, maybe like 50 views on the YouTube video or a hundred views of the right views to book a call with you.
And then you sell them on your service. But of course that's like, you know, that's the end goal, but sometimes it takes some time to actually get those right people watching. So that being said, guys, go make your YouTube channel.
If you're going to go do this, go make your Instagram account, do all the things, the best practices I told you here. And we'll head into the next lesson, which is actually covering paid ads, which is something I'm going to go pretty in depth on. And I'll see you guys in there.
Alrighty guys, welcome inside lesson four. This is going to be talk. talking about how to run your own paid ads to get clients.
It's my number one recommended way to get clients. Absolutely hands down, it's what I do in my agency today. And I'm telling you guys, this is so much easier than doing all the outreach crap that people tell you to do.
So what we're going to be covering in this video is paid ads 101. Really, what is it? How do we do it?
Expectations as far as budgeting goes. So like how much you have to have set aside capital wise and money to really make it work, depending on your market. Next, we're going to be going through the business, meta business portfolio and ad account setup to sure you actually have your business account set up because meta you never opened a meta account before a business account before it's going to seem very confusing trust me it's a lot simpler once you just get in the weeds of it next going to be creating video ads image ads and ad copy so how i recommend doing it and next we'll be connecting your ad account to your funnel and your calendar and then also setting up your pixel and tracking which is super super important and then the last thing is going to be launching ads and optimizing them and understanding what do you do once you've launched the ads to make sure you maximize the results so let me actually pull my lucid chart because i've prepared something for this that i'm gonna go really really deep with you guys to break it all down so it actually makes sense already so right here to make it very simple for you guys the real goal is we want to book sales calls from our own ads okay this is very simple it doesn't matter if you're doing outreach if you're doing organic content all the other methods out there the whole thing is in order to close clients we need to take our sales calls okay aka we gotta book sales calls first then we take sales calls we close them on the sales call then our they're our client and they've ideally paid us right so the way i see a lot of beginners
going from like zero to booking like three to five sales calls a day is through this exact setup right here. So it all starts with using AI to make an advertisement. Okay, that's step one.
Step two is we need to make sure we have our landing page set up, which should already be done. We already did that in the high level section instead of go high level with the snapshot I gave you guys. Again, if you don't have this.
You need to sign up for the link in the description below for high level. You get access to this community and everything like that. I'm not going to go into it again, but there's way too much in here you're going to be missing out on if you're not.
Next is going to be booked calls. So again, it's going to go from the ad. Let's say, again, we'll just go with a hypothetical scenario.
You're working with real estate agents. Real estate agents are going to see this AI ad you made. They're going to click learn more and go to this landing page you made with your calendar on it.
Then they're going to book a call. It's going to land on your calendar. Then you're going to take the call and then you're going to close them as client.
Okay. And this is literally a payment screenshot from my agency right here. You can see 10 ,000, 20 ,000, 10 ,000, 10 ,000, 5 ,000, 10 ,000, 15 ,000.
There's so many payments. So regardless, that's the kind of whole goal and flow of what we want to be doing here. So to kind of break it down, step one, when it comes to running ads is you should actually do competitor research.
So there's a really good tool out there. It's called the Facebook ads library. And we want to find our biggest competitors before we even make our own ads first.
Okay. That's like step one. I say this is because there's something like you can spend your own money and test your own dollars on ads that maybe don't work, right?
Or you can just go and find the data from people who are already running ads in your same market, same niche, same everything and are succeeding with it. And you can just rip their stuff and make it your own. So it's not like you're copying and you have a higher chance of success.
This is going to save you a lot of money, a lot of time, and a lot of headache on stuff that just doesn't work. So let me open up the Facebook ads library and I'll show you guys what I mean. All right, so when you look it up, it'll look something like this right here.
Just click ad library like so. And essentially we can from here, see every single person's ads live that we wanted. So like, let's say we want to look up like Apple.
Okay, we can see all of Apple's ads that they have live right now. And we can filter this sort by recent. So if we want, we can see that they have 180 active ads right now that are live.
We could scroll all the way down and we can see the ads that they've had launched for the longest amount of time. Okay, I know this is kind of like a rare example, which is Apple, but you could do this with this. smaller agencies that are also in your niche as well that are technically your competition we can see this ad right here has been live since August 3rd okay which means if they're still putting spend behind this ad it says active right here right here then there's a good chance that this is a winning format and we can even check their landing page that they're sending this traffic to we can see the exact details of this ad so we can see the whole copy right we can see the CTA we can see everything the headline all of it right so you just need to do this instead of looking at Apple find competitors in your market that are also doing the same thing.
So like we could start this with like realtor marketing lead gen or real marketing leads, okay? Just look up that as like a keyword, right? And then we should start finding hopefully people who are in our market that are offering this stuff.
So like we could just keep scrolling until I find one. All right, so we found one right here. Like this is one example, Mescula, right?
Real estate agents and brokers, if we guaranteed you'll get listings or you don't pay us, would that be of interest, right? So this is obviously a competitor in the real estate market. You guys can do the same research I'm doing here.
All I did was look up real estate agent listing appointments and you can click like see details right here, for example, and you can see their entire funnel. Okay. So like you can see what they're sending all this traffic to.
And if you even look, just look this company up, right? Mescula. So if I look them up, Mescula right here.
if we go all the way down we can see all of their active ads right we can see what they've had live and we can see everything if we just filter by most recent and we can scroll all the way down and we see okay these ads have been active since may okay you can do this with any company in any niche right like i'm not saying i actually know the guy who runs this company great guy they do a lot of great work um but like the the whole point is is like you guys can go to any market out there and pretty much find winners without having to go spend your own dollars and you can take inspiration from them.
That doesn't mean you go copy them though, right? Like if you go copy them, like you're probably gonna get your stuff shut down or you're gonna run into issues because you're just straight up copying another company. Make it your own, be unique to an extent, but copy the same formats that are winning, okay?
You can do this roofers, HVAC, doesn't matter the industry, you should be able to do it, okay? That's really step one. So find some competitors and I want you to list down three to five of the biggest competitors in your market that our agencies offer.
very similar stuff. And I'm sure you guys could ask ChachiBT the same thing, like find me three to five competitors and you could go from there, right? Write these competitors down.
Now, step two is actually gonna be creating ads, all right? And there's two big tools I like to use for creating ads. One is ArcAds and one is Ideogram, okay?
So ArcAds is really, really good for videos. And I'm gonna cover how to use this in just a moment. This is what ArcAds looks like right here.
For context, essentially all you do is give it a prompt. So you give it like a 30 to 45 second ad script that Clot or ChachiBT can generate for you. And then you give it to this.
You choose whatever human looking AI actor you want to essentially say what you gave it. And it will spit it out to you in under like 10 minutes. It's crazy technology and this stuff is super, super, super good.
And the next is Ideogram. Okay, so Ideogram is good because it's essentially an image AI generation tool. And it actually is, now ChatGPT kind of directly competes with this now.
I see a lot of people actually using ChatGPT instead of Ideogram, but it still serves the same purpose, right? You just give it a prompt like here. I think you get a bunch of free credits when you sign up as well.
So you don't have to actually spend your own money initially. And what you're gonna do, is you're going to essentially just in here, give it a prompt for like, hey, generate me an image ad that says this on it.
And it will give you multiple variations like here I've generated in the past. You guys can see these are all created by it in a matter of seconds. And I'll do one live with you guys in a moment, okay?
Now, when it comes to actually signing up for these tools though, go into my school community. You guys are obviously probably in here, assuming you signed up for high level. Go to the classroom, go to the welcome start here, and then go to sign up for these three tools.
You guys should see this right here. Make sure you sign up to WAP for your payment processing already. That's obviously a given.
And then ArcAds, I have a link right here. You guys are gonna get some extra bonus and perks for, so it's a little bit cheaper and you get some better support. So make sure to actually use this link right here before you sign up for ArcAds, okay?
It'll save you money. It'll save you time. And obviously I get benefit in the process.
So it's a win -win for everyone. So that being said, that's really going to be how we're actually creating these ads is with these kind of two key tools. Now, before we do this, I actually want to create our business portfolio and Facebook profile first.
So what we're going to look up is we're just going to go to Google and we're going to say, look up Facebook business account right here. Okay. And all we're going to do is we're going to look up actually create Facebook This right here, you guys need to look up like so.
You're gonna click on this link right here and then you're going to actually go through and sign up with an account, okay? Now, the way Meta works is you have to have a personal profile that's connected to your business profile. So if you don't have a personal profile, make a personal profile.
It'll link directly to your business portfolio. And essentially, once you get into the settings, and I'm sure you could follow like how the AI tells you to do it here, it's pretty simple. Once you've made your account, it's gonna look something like this once you get to the actual settings in the very bottom left.
Obviously, I've got a lot of people on my team, so I'm gonna have to blur some of this stuff. but it should look like this. It might look very empty, but this is what it will look like, okay?
Now, once this is actually set up and you're inside of here, there's a couple quick things you need to do. Very top left, there's gonna be business information. Go here and go fill everything out, okay?
Like fill out your name, email address, everything. Give Facebook essentially trust that you're a real human and give it information, okay? Because there's a tendency that Meta has to just like, kind of just like knock your account off the map, just like whatever they want to essentially, and you can't log into it or you have restrictions, whatever.
You don't wanna deal with that, okay? So just give it as much information as possible. So it's actually real, like you're an actual person using their platform and you're not just some like ghost, okay?
So it'll increase your chances of just being secure. Now you're gonna go over here to pages in the bottom left and you're gonna click on add pages in the top right. Again, I have pages here, I'm gonna have to blur them.
You're gonna click create new Facebook page right here. Now this is creating your business page. So what you're gonna do is you're gonna probably call this page your business name.
So let's just like listing flow AI, for example, right? Category, you can click. Marketing agency, marketing.
agency boom and you don't need a bio so let's just say this is like what i'm running with here you're gonna click accept boom and you're gonna click create page and then all you have to really do here on your page is just change the profile picture because again this is what the ads are gonna say at the top it's gonna be like your page so you wanna make sure it's not like a blank profile picture because that just doesn't look trustworthy um so you're gonna quickly log into this page that you create change the logo and then you'll be pretty much good to go from there so i'll show you guys how this would look is you're gonna go right here boom and then You're going to click here on the top right view on Facebook, and then it should pop up right here.
And what you're going to do is you're going to click on your profile like so, or actually in the bottom left, do to click switch first. So I actually switch into the admin essentially of this account. Boom, we'll click use page.
And then you're going to click right here, choose profile picture, upload photo. And then you, of course, upload the photo from there. And then you make sure it's all centered.
And that's really all you have to do. Like technically, you really don't have to fill this page out with much posts or like a bio or anything. I think it helps because people might click on your page and see like what you actually have.
offer, but it is not mandatory. Once you have that done, you're going to just make sure you're assigned to it. So you're just going to click assign people, just make sure yourself is assigned here like so.
So if I just have me, boom, I'm going to click this, go everything, click assign, done. And then we're going to have over to ad accounts here on the left. Okay.
Now I might be maxed out as far as my ad accounts go, because I've already created a few. But if you click create ad account here in the top right, you guys should be able to create one, call this ad account, whatever your thing is. So just like your business name, like ad account one.
So like listing, flow, for example, add. account one right you'll click next for my business next and then you'll confirm boom create ad account like so okay and then once it's created essentially you have everything you need set up for the next steps um and what we're going to do is we're actually going to just open this ad account in a new browser so like let me see if i can just open this one up like here because i don't think i've made any ads in here cool yeah i've never used this ad account before so this is kind of like a good example of what it's going to look like i'm just going to delete this campaign because we don't actually have it so this is what a brand new ad account looks like and this is where you're actually going to create launch and optimize your ads in this manager right here i know from the outside in this looks super confusing trust me i'll boil it down because it's actually really not that confusing once you fully understand it so the second thing is we're going to actually create these ads so let's start with arc ads okay you guys should look them up use that link in my school community right here to actually sign up with it inside of this module right here and once you're actually signed up with this you will have i think a few credits that you can use but you'll want to pay i think it's like six dollars per video that you generate
Let me quickly log into my account and I'll show you guys what it looks like inside. All right, once you're inside of Arc Ads, it should look something like this. Obviously, this is kind of like a blank canvas I'm showing you guys right here.
All you'll have to do is you can see, just get familiar with it, right? So we have new project here on the left. We have ad script right here.
We're using talking actors. So when you click add actors like so, essentially we have all these different actors to choose from. Like guys, there are so many on this page.
I don't even think I could scroll through them all, but they're all human looking people that you can make ads with that look and sound like humans, which is crazy with any script you give it. And I'll play some examples right here so you guys can actually hear how it sounds. Hey, you, welcome to our CADs.
I'm one of the natural. Hey, you, welcome to our CADs. I'm one of the natural.
Hey, you, welcome to our CADs. I'm one of the natural AI actors. Hey you, welcome to our CADs.
Hey you, welcome to our CADs. I'm one of the natural AI actors you can use for your - It's crazy, right? It's absolutely insane.
So essentially you can have any of these actors reenact your script that you're going to give it, okay? So obviously the way we want to do these scripts, especially for video ads, because I'm going to kind of cover video ads here first, is when it comes to video ads, there's a setup that works and there's a setup that doesn't.
What most people do is they just give it a script and it's like, you know - If you want more listings in 2025, click the link below or something like that. Some horrible script.
And I said 2025, that's funny. But I mean 2026. We're now in 2027 pretty much.
But the way it should go and the way all video ads should go is this format right here. It goes hook, body, CTA. And this is almost the same for image ads as well, but it means you're hooked.
So call out the people you're wanting to talk to and you should get them hooked. So for example, real estate agents, if you wanted to close more listing appointments in 2026, listen up. Boom, that's the hook.
And then the body would be talking about what you do and how you help them and how you use AI to actually get them more deals or whatever. And then the very end would be the CTA. So this would be like.
And if you're interested in implementing this exact system for your business or just learning more, click the top link, learn more button below. And so you can actually figure out how the system works. Something like that, right?
Like that was obviously super rough, but that's really how these all should look. So I'll show you guys an example right here that I've generated in the past. And this is just with a few different actors of the script.
You guys can kind of hear it.
You get the point, right? That's kind of how they sound, and I'll even play this one as well. Are you a real estate agent who is still struggling to get more listings in 2025?
Are you a real estate agent who is still struggling to get more listings in 2025? In the next 60 seconds, I am going to show you. So you guys, you guys understand how this works, right?
So these are all video ads you can use, you can take. And essentially the way I recommend you do this is you get generate them from arc ads and you take them into a tool called CapCut that you guys can download for free and just clip it up, right? Because when the AI takes like breaths in and breaths out, it kind of sounds a little bit weird.
You know what I mean? So like maybe polish that part and cut in and out where needed, but that's really all the video setup. And that's all you guys have to do with arc ads.
100 % recommend this. We're actually using a lot of arc ads, majority for my clients today. My clients, the ads have been crushing and I'll talk about this in the client fulfillment section.
I might show some of my client ad accounts as well, where we spend like thousands of dollars a day, if not multiple thousands of dollars a day. And arc ads is actually what's been crushing recently. So that's really how you can make video ads.
And then when it comes to image ads, I recommend Ideogram. I actually, there's three tools I use for image ads today. There's Ideogram, there's Canva, and then there's like, you know, ChatGPT, which Ideogram and ChatGPT kind of give the same outcome.
But you guys can see right here, these are all ads that we made from it. So like, all you do is you just go to ChatGPT and say, hey, give me a prompt. Here's my offer, you know, to give to my AI image generating tool.
And I want it to be clear that we're going to talk to our niche at the top. our offer below and then like a cta at the bottom so like how this would look is like we have a prompt right here from it this one i gave it right here so if i actually just regenerate this on how it looks like create a bold square social media ad whatever like this boom we'll click go and essentially it will generate in this queue and it will generate four at a time so we can actually split test different variations it gives us of kind of the same ad that you guys get to see here um and it's pretty quick as well like you guys will watch it load um like boom doom it just did it so that's like super super fast you guys get the point right looks pretty good And you can kind of split test these different variations to see which ones actually perform the best.
So really comes down to like, guys, if I could just tell you guys one thing, it's not about your targeting. It's not about all the stuff to get performing ads. It's how clear your offer is presented and your niche call out is clear.
You guys see how clear this is? Real estate agents get more listings without paying up front, right? Pay per close only.
Only pay when a deal closes. Click learn more below. You see how clear that is?
Like imagine that. to an ad that says like scale your ai business or scale your business like nobody cares about that they just want to see the outcome okay nobody cares about the the features right i told you guys this earlier they only care about the outcomes so be clear on your niche be clear on your offer and be clear on a cta and that's going to pretty much guarantee that your ads actually perform so i'll download these four real fast to just show you guys or three to just kind of do some like a demonstration when i actually set up the ad campaign um because that is really all we do for all the image generation All right.
And then once this step is done, the next step will be obviously creating a funnel. So you guys probably already did this because you guys follow the high level section inside of the high level part. If you guys go down here over into sites right here, we have sales booking funnel like so.
Boom. It should be very, very, very simple. Obviously you guys set this all up here and you set up your pre -call page as well.
So we're going to direct all of our traffic from our ads to this page right here, as you guys can see, and then it will link directly with the pre -call page. So it'll go from this page here to this page here. Okay.
And that's kind of the whole goal. Obviously this is just me kind of like, this is templatized. So you guys have it inside my snapshot when you guys sign up with my high level link in the description below.
This isn't me giving this like, I'm not going to run it looking like this, obviously. Right. So that being said, I just wanted to show that as an example.
Now, once you have this entire page set up, pretty much the real next step is actually setting up the ad campaign inside of Facebook. So if I quickly open it up, I'll show you guys actually how we do it. So what you're gonna do right here is going to click create campaign here in the top ref.
So we're going to be setting up the campaign and I'll kind of walk you guys through how to do it. So you're going to click create here in the top left and you're going to click on leads. Okay.
Leads is the best one for it. And you'll click continue. Once this is done, you're going to click campaign.
I just always call it campaign number one. And just so you guys have the understanding of how this like, I guess, uh, you know, ad campaign manager, all this actually works. There's three modes.
Okay. There's campaigns, there's ad sets, and then there's ads, right? So if we look at it, it's like a sandwich, right?
The campaign is like the overarching umbrella that holds the ad set and the ads, the ads. sit under the ad sets and then the ad sets sit under the campaign. Okay.
That's really how it all works. And if I could really describe this for you guys in like a simple way, all I would be doing is if you have, let's say, $1 ,000, $2 ,000 set aside, start spending like 30, $50 a day, maybe max 75 to 100 a day.
I personally think that's like a little bit aggressive though if you've never ran ads before. So what I'd be doing is I'd start off with this and I'd spend like $50 a day. And I honestly would keep it super broad and I wouldn't do much targeting or detailed like really specific media buying because in my opinion, the Facebook and meta algorithm is so good today, it knows who you wanna target if your ad is actually clear enough.
So we're gonna call this ad set number one. And then we're going to change this from a conversion location to website because we're sending people to a funnel.
Okay. And then when it comes to data set ID, this is where the pixel setup comes into play. And I'll explain this in a minute.
Essentially what a pixel is for you guys that understand this or don't understand it is we are going to be sending people to our own page, right? We're sending people to our own domain that you guys have connected. This is our own page.
Facebook doesn't control this, which means Facebook doesn't know if somebody books a call or doesn't book a call unless we install what's called a pixel. on the back of these pages, okay? It's a little piece of code that's a tracking code.
So essentially when somebody books a call, it'll tell Facebook, hey, this person right here xyz john that lives in this state or whatever converted let's find more people like john okay it's essentially all for data reasons okay so we'll set up the data set at the very end but we'll keep scrolling down all of this looks good just make sure you have your budget actually set so what you want to do in the campaign setting is always switch just down to ad set budget optimization or otherwise known as abo meaning you'll control how much you're spending a day in the ad set level.
And this just for future, once you start spending, I feel like makes it a little bit easier. Let's say we're spending $50 a day, right? We'll keep scrolling down here.
We'll see more settings, see if there's anything we really want to control. Make sure you're hitting United States or whatever country you're going after. Minimum age.
I kind of like to make this like 23. Sometimes a lot of the people who are like 23 and below just don't have any money for a service. Englishes or languages, I always put English.
All cool. And then essentially that is all I'm gonna do for the entire ad set portion. Very simple.
Obviously we'll edit this in a moment. And then we actually head into the ad. So this is really where we create the advertisement and this should all be super clear like so.
So we're just gonna call this ad number one to make it super simple. And then we will scroll down. We're gonna turn off multi -advertiser ads.
Just, you guys can kind of follow what I'm doing here. It might be a little bit different as you watch this. We're gonna click website and then you're gonna place the URL for this page you have right here, this booking page.
Take this domain URL right here and import it. So again, I haven't connected the domain because this is all an example I'm doing for you guys. But let's just go right here.
Boom. We'll just connect that right there. It's like a preview link.
So you guys have it and you guys can just see how it looks. Okay. Next, I'm going to be setting up the actual ad creative, which is super important.
So we're going to click right here and we're going to click image ad or video ad based on whatever you guys are wanting to run. So I think honestly, here's my distinction between videos and images. Images are easier for the average person to succeed with and find good results and see a return on their advertisements.
But a good video ad is always going to be a good image ad. That's just how it works because the quality is generally a lot better on a video because you can say and explain who you want to talk to in a longer period of time rather than some like limited digital real estate essentially of like text that you can put on an image ad, right?
So what we're going to do is for this example, I recommend most people honestly when they're starting out, just go with image ads. this right here uh make sure this is all off and then we're gonna click next and then we're gonna upload these three ads that we actually made so let me actually grab them real fast cool we got three right here so we'll take this right here click next and then we have this all good like so click next and then this is where we're actually going to click our copy by the way i probably should have explained this a little bit better make sure this is always cropped properly like we don't want this to look like this okay like this is not going to convert everything's cut off so make sure the whole ad of what you want being shown is included in here um don't worry if it gives you these little kind of like warnings then when it comes to primary text this is what's called our ad copy so we have our headline description and cta so the cta i always have is learn more headline be very
clear, just have it be your offer. Like we spoke about earlier in this video, your offer is going to be a tangible result that people can see in a certain timeframe with a risk reversal. So this could be get 10 jobs the next 90 days or you don't pay.
or get deals on a pay -per -result basis. Whatever you wanna front on your ads, put this here, and I personally think if you're starting out and you have no clients, do a pay -per -result type model. So if you're in the clinics, if you work in medical clinics, it's gonna be pay -per -patient.
If it's working with real estate agents, it's gonna be pay -per -deal, pay -per -listing, right? That's what they're called. or if you're in like the HVAC, you know, blue collar, like kind of space, home remodeling stuff, it'll be pay per job for roofers, remodelers, et cetera.
Put this here because I'm telling you, like, even if your offer is like a quick three week trial period, just trying to get your foot in the door, you're going to get way more booked calls for a cheaper cost doing this pay on results stuff on your front end than you would be doing even a guarantee. let alone a super horrible headline and offer that says like, you know, boost your marketing with AI.
Like nobody wants to hear that. Nobody's going to convert off that. So we'll just say like, for example, pay per deal.
Okay. Just to make it super simple. And then our primary text, I'm going to actually grab some primary texts that have converted for me in the past.
And you guys can get an example of how it looks. all right this is some copy that's worked really well for me in the past you guys should be able to see this here so it's like real estate agents get more listing opportunities blah blah blah you could probably just give this whole thing to your like chat gpt and make it for your own niche like so i've seen this very similar style work well for other people too so you see this how it all looks learn more paper deal or whatever your offer is right there and then you have your entire text that kind of just is like what people will see on the ad then we'll click next and then we're going to make sure all of these are off i don't like these ai ads that facebook gives um they're just annoying turn off any optimization Facebook gives you I've not seen them to help at all and definitely turn off any translations this is the one of the worst features I've ever seen meta do they're constantly updating it if this
ads manager looks a little bit different than when you guys are watching this it just is what it is honestly like it's just they keep changing it but here you can see on the right like this is how it looks okay so like your facebook page that you created should be right here okay and that's what's connected and then again you would connect right up here at the top facebook page that's the one you made for your business right here we have if i expand this real fast we can see learn more we can see the whole ad so when people see it we see real estate agents paying result Click learn more, boom.
And that's really the entire ad, okay? And then the last thing you guys are gonna do here, and this is like one of the last things, turn all this stuff off, by the way, is you're gonna turn these off right here, because they sometimes add these little enhancements, as you can see right here, boom. I love in comments, turn this off.
I just don't like having any of these on. Click save, and then scroll down a little bit more. And this is some advanced stuff, so I just don't wanna go into it much.
But if you guys are in my school community, what I want you to do is I want you to go directly into the classroom. I want you to go to the acquisition section right here. Go to paid ads.
I'm going to have to blur this stuff for obvious reasons. Click on this link that's gonna be in the description of this paid ads video inside of module four here. And I want you to go to this entire paid ads masterclass.
I've done a big masterclass inside of the whole school community I did on one of my calls that I do every single week. And essentially, I broke down all of the metrics of ads that are working well in my agency and just like the really in -depth stuff I'm doing at a high level, spending like, again, thousands of dollars a day.
It's gonna be applicable, but just on a smaller scale to anyone who's just starting out, but it will help increase the odds. What you're gonna do is you're gonna copy and paste what's called URL parameters, okay? It's just this little URL parameter that you're going to put right here in your ads manager.
You're gonna place it right here. This is gonna keep... accurate tracking so you can see inside of high level when people book calls with you you can see the exact ad they came from the exact campaign everything like that and the reason that's important is because we want good tracking okay we don't want people to be booking calls with us but we don't know what ad they come from and that is what's going to cause bad tracking losing money on ads when you don't need to and overall this is like if i knew this earlier guys i'd be genuinely hundreds of thousands of dollars richer i don't even know this is a thing you could do and this is like a really i don't want to say a high level media buyer thing but like a very high level ad thing When you're just starting out, that's super helpful and it'll save you and make you probably a lot more money because you can double down and spend more on the ads that are actually making you money rather than the ads you think are making you money, but it's not actually true.
Okay. That's really the entire ad setup here. And then all you have to do is my rule of thumb is for your budget.
If you're going to spend in one ad set, let's say this is like our broad ad set, right? Like I'm going to label this broad. Okay.
Cause there's no targeting we're doing on here to add targeting. If you ever want to, if you want to like test like a broad ad set and an interest ad set at each, like $30 a day each. So 60 day total, what you do right here is you click this and you click detailed targeting and you add like three to five interests.
And you can ask like Chad, your BT or like Claude or whatever, give you like the best interest stacks for your niche. So like, let's say you're just real estate agents. We could add this interest right here, like real estate agent, um, industry or real estate agent, salesperson, job titles, interest.
Boom. We could just like, Put that here and that'll start helping our essentially optimization, okay?
But again, I think broad is honestly best to start with if you've never ran ads before. And then the only way, so like around budget, what I was saying, this is one of the last things, is the way I decide how many ads I have is based on how many ads I have inside the ad set is how much spend am I spending per ad set. So for example, right here, we're spending $50 a day, okay?
In this $50 a day, I would have five ads. I have one ad for every $10 in spend up to 25 ads. And then I cap it at 25 ads.
So that would be like $250 a day per ad set, for example. Probably a lot of you guys aren't spending that, so I'm not gonna cover that. But just for this case, so I'm spending 50 here, I'm gonna make five different ads that I'm gonna split test, okay?
And all you have to do to do that is you just click quickly duplicate, turn this off, boom. We're gonna have a copy right here. We'll just duplicate this again.
And we'll just do this four more times or three more times until we have five. And then all you have to do is quickly go in and replace the actual ad. Keep everything else the same, the exact same, because we wanna have an equal split test, okay?
So as you see right here, we have five ads. All I would do here is I would just go to copy number one right here. I'm gonna label it ad number two.
And then all I'm gonna do is I'm gonna scroll all the way down to where it says the media. We're gonna delete this media right here, ad image, click next. We're gonna just take the other ad that we uploaded with this that will split test alongside it.
make sure this is all good next all the copies should already be here and usual because we duplicated the other one click next boom make sure nothing is on turn this off and then next and then next and then that's pretty much it and then you just do that for all the ads and all the different ads you want to split test up to based on whatever your budget is and that's really the entire ad campaign setup and then the last setup process you need to do is create the pixel okay so all you're going to do to do this is you're going to click create data set right here when you go on data sets you're going to click this they call it uh data set it's same thing as pixel i call it pixel because that's what it was called back in the day we'll just call this testing uh pixel and i'll just call it like sept um september whatever 2026 because that's when i'm filming this Cool.
We'll click next. And then we will click start sending events to Meta. We're going to click see other ways to set up.
Set up Metapixel. Boom. Click see other ways to set up.
Add Metapixel code. Manulate yourself. Boom.
Click this. We're going to copy this code and we're going to head directly over into our booking page. This is super important.
You guys follow this, right? I'm showing you right here is the last setup for your ad campaign setup. So we can track when people book calls.
Again, if you guys are confused with anything I'm saying here, please show up to my weekly calls. I go through this stuff because. When I first started, I was super confused on this stuff.
Show up to my calls. I do every single week and also go through these videos I have in here because they go a lot more in depth on this stuff. But I'm trying to show you guys as much possible in this quick video here.
We're not quick video, but in -depth video, but just without going complete overboard and boarding you guys with all the small little details. You're going to grab this code right here. You're going to head back in your high level and you're going to go to your booking page.
You're going to click edit. Okay. And then what you're going to do is you're going to go into the very top left right here where it says tracking code.
You're going to place this code like so, and you're going to leave it as is. not going to touch it you're going to click save and then you're going to click publish in the top left okay obviously i'm not doing that here i don't know if it just saved or didn't but what you're gonna do next is you're going to click on pre -call page right here after you've saved that code in the booking page you're gonna click edit on the pre -call page and then you're going to click tracking code at the very top left you're going to place this code here you're going to copy line 12 which is the actual track so this is only tracking page views right now and we want to also track schedule so you're just going to do this it should look exactly like this with your own code okay you're going to click save right here you're gonna click publish okay and then once you're gonna do once that's done is you're gonna head back over to meta you're gonna click next okay i'm gonna click next turn on advanced matchmaking turn this on and then you're gonna click done okay you're gonna click continue and then it should load properly
uh other ways to set up set up manually uh conversion api no you don't need to set that up okay so we have this test pixel that we just created right here september 2026 and it's going to say this data set you've selected doesn't have any conversion events it can take 24 hours to propagate so just understand that it might say this and that just is normal and then what you're going to do is you're going to type in schedule as our conversion event we want to optimize for and we're going to click good and this is the entire setup that's all you had to do and the reason we're optimizing for schedule is because on this page right here, on this pre -call page, you guys should have put that little schedule code on line 12 or whatever it was next to the page view code.
And think about it, right? What is the only way that people are getting to this pre -call page right here? It's through booking a call, meaning Facebook is going to know who's booking a call based on them going to this booking page, tracking the page view, and then also going to this pre -call page, meaning they've booked the call and it went to the next step.
And they're going to optimize for more people like this. And it's going to strengthen the algorithm. So the more you spend and the more calls you get, the better your tracking and your overall, I guess, ads will hopefully perform as the goal.
So make sure this is set up properly, guys. I don't say this stuff for no reason. I've had times where I've set up my pixel incorrectly.
or what I just showed you guys right there, and I wasted thousands of dollars, if not tens of thousands of dollars. So make sure you do this properly, okay? And that's really the entire setup.
Once you have all this done here, you've done everything needed. You're just going to click publish in the bottom right, and you're pretty much ready to go and launch your ads. Okay.
That's like the entire process as a whole. And that's, you know, all your different ads, you're going to split test. You're running on broad, which probably most of you are going to do at the start.
And you followed all my best practices around making image and video ads, depending on what you want. And that's pretty much all you had to do here. So let's head back over to the slides and we'll wrap up this module.
So that's going over paid ads 101 and expectations around budgeting. Again, you can get results super fast with this stuff. You will need to test some ads at the start, most likely.
And I recommend that's why you go find competitors who have already been running ads. You take similar formats that worked well for them. And overall, when it comes to budgeting, like I would start at $50 a day or less.
And just know, depending on your industry, your cost per call will be higher in your offer. Those are the big two key factors that are going to dictate your cost per result or your cost per booked call, meaning how much you're going to go spend on ads to get it. sales call that then you go try and close.
So if you're working with doctors and you're doing a guarantee, for example, it's going to be expensive. It's going to be maybe a hundred dollars, $200 cost per call, because you're going for a very high wealthy type person. And you're also going with a guarantee offer, which isn't as appealing as a pay on result offer, obviously.
Right. But an example of like, a super easy kind of offer that'll get a cheaper cost per call is let's say you're working with real estate agents there's two million i believe that are licensed in the united states there's a big tam or total adjustable market you're doing a pay per listing or paper result offer and you're running image ads that's going to get you 20, 30, $40 cost per call.
And it's going to be a lot cheaper than the other industries. Does that mean it's better? No, it's just preference on what you want because you're going to get higher quality with probably the doctors, you know, or whatever industry you're going after.
So just know that's how it should look. And if you spend a lot of money on one ad, like you spent $200 on one ad and you're like tracking the metrics and it's not booking calls, then shut it off. Okay.
Or show up to my weekly Friday calls inside the school community and ask me directly because I'm happy to like review your ads, review your metrics. I do that every single week. for everyone that's inside the group, okay?
Next is business portfolio and ad account setup. Super simple, we did that. Creating video ads, image ads, and ad copy.
I show you guys how to use ArcAds, Ideogram, ChatGPT, and kind of all the ad copy setup. Next was connecting your ad to your funnel and your calendar. So we did all that, making sure the domain is actually the one we're sending our traffic to for that booking page.
and also the pixel slash data sent event setup. And then the last thing is launching ads, which I showed you guys, you just click publish in the bottom right, and then optimizations. So when it comes to optimizations, the biggest things is you want to just keep an eye on the spend.
It doesn't matter, and this is how I would look at ads. It doesn't matter how long an ad has been live. All that matters is how much spend it's gotten, okay?
The way I'll put it is you're gonna get the same amount of data as if you spend $100 in one day, as if you spent $10 over 10 days, right? Each spent $100, you're gonna - to end up with very similar data at the end.
So the only thing that you should really be looking at is amount spent, not how long something has been live. Okay. And then you should keep an eye on the metrics and make sure things are performing within reason.
Right. And you want to just ask yourself this question every single time you run ads, which is if this keeps running at this current rate, will I be profitable or will I hit that result that I want? And if the answer is no, you might need to switch up your ads.
Okay. Or you might need to make your offer a little bit more appealing. All these things will come into play.
And I guess like uh equal whatever your result is like your cost per result so that's really it there you guys homework if you're watching this set up your ads and launch them okay must go through the entire sales section too as you guys watch this video and go to the next module please before you actually like take sales calls because i want you guys to understand how this works next is going to be bookmark this timestamp in this video if you ever get confused and please use the school community for questions you guys can make posts in there show up to calls with me ask me if you get confused because i don't want you to go spend money on something and you just burn the money because you'd said it up incorrectly, right?
Like come to me again, you guys have a high level for free for at least 30 days. Okay. Like you guys can come to me, ask me questions.
I answer them all week. And like, I've been doing this stuff for years. So I have an eye for what I think will work and what doesn't.
And the last thing will be head into module five. So that'll be the sales section. Hope you guys enjoyed this module and I'll see you guys in there.
All right, guys, welcome inside module five. In this module, we're gonna be covering sales call mastery and overall just how to master your sales calls so when you jump on them, they're not like you're burning them or you're wasting them and you actually show up confident, prepared, and you're ready to close somebody because this is really where you take that baton to the finish line and you actually get a client, okay?
Like, you're not gonna get clients through just texting them on Instagram and saying like, hey, you know, like, are you ready to work with me? Like, no, you're gonna have to have a sales call and this call is gonna be probably over Zoom or Google Meets where you really ask, actually go through questions with them and you follow a framework that has been proven that I'm going to show you guys in this video here.
So we're going to be covering in this lesson, which is number one is the actual sales process you should be following. So specifically how these calls should be going. So first goes discovery, then it goes demo, and then it goes to the close framework.
So this is the discovery. Like I just, I would say like overall sales call process that I've been using for four years. And that's what I learned from mentors who have been selling for 10, 20, 30 plus years.
Okay. Which is, All calls start out with the discovery.
So most likely all of you guys watching this video here, if you're starting out, you're going to do what's called a one call close. So there's two different, I guess, call structures you can have. You can have a one call close or you can have a two call close.
A one call close is where people are just booking on your calendar on Zoom. You jump on a Zoom call with them and you go through the questions with them on that call. You go through your pitch of what you do.
You share your screen, talk about your service, and then you pitch your price and try to close them at the very end, all on that one Zoom call. Pretty much probably the first time you're meeting this person. That's what I recommend most of you guys to be doing.
Now, there's a little bit more of an advanced structure that's called the two -call close, where you essentially, when you book people in for their initial sales call with you, like if you're running ads and they book a call on your funnel, the first call you have with them is like a 15 -minute phone call. And that's just going to be what's called a discovery call.
And then you have your demo call, which is the Zoom call that you schedule in if they're qualified, a day or two after that discovery or even sooner. And that's kind of what's called a two -call structure. So you kind of have two touch points rather than one.
I think one is a lot less, one -call closes are just less complexity and are just better for most of you guys, beginners watching this video here. But the way the calls will go, it's gonna start off with you asking them questions. And this is gonna be like, 10 to 15 minutes.
And I have like a framework and I have a bunch of sales calls examples inside of my school community. I'm going to show you guys in a moment and I'll actually show you guys the exact presentation I'd probably be running with. And I've used in my own agency and I've actually used inside some challenges I've done as well that have just worked really well.
But when it comes to the start of the call, you're going to spend the first like 10 ish, 15, 20 minutes going through just questions about this person and their business. Okay.
Meaning this is how the call goes. And you have to number one, what comes before discovery is taking what's called frame. So you need to like have some small talk.
Like if somebody joins the zoom call, I'll be like, Hey man, you know, really, Hey John, good to meet you, man. Like, where are you calling in from? Oh, is the weather good over there?
Okay, cool, man. Or like if there's a sports team, right? Like if it's like, I don't know, some really well -known sports team in this, uh, the state they live in, like ask them about that.
Like, do you watch that sports team or whatever? If you're into sports, like do it. you can get some small talk in that's generally going to be about like a minute or two you know just like have some good vibes with this person because you've never met them before then once you're done with a little small talk you're just going to be like well cool john man so like you know obviously what had you interested on jumping on this call here today and he's going to be like oh well you know i wanted to book a call with you guys i'm trying to close more business right now blah blah blah and then all you're going to do is you're going to actually set expectations for the call and again this is all done before the discovery so you're going to say something like yeah gotcha man john that completely makes sense and And obviously that's what we're here for.
So the way I usually like to go about these calls, man, is really just ask you some questions initially and just see if there's a fit between us. Okay. You know, 10, 15 minutes worth of questions, just really understanding what your business is doing well, what it's not doing so well.
See if I can really come in and help in any way possible. And if not, I'll let you know. And I'll try to, you know, just like point you the right direction.
But if I do think I can help, I'll pull up my screen. I'll show you the nuts and bolts of what we do. And then we can go from there.
Does that sound good? And it's gonna be like, yeah, man, that sounds fine. And the way I like to also frame it as well is like, Like the last thing I'd want to do is go throughout this entire call and waste your time talking about a service that might not be applicable.
So that's why I have to understand like really what's going well and what's going wrong for you first, because I don't want to like, you know, give you some, I guess like a cookie cutter, like offer that we give a bunch of other people. All of our offers and our services are all custom made and generated. So we want to make sure that this is actually a fit for both of us.
Like the whole point of what I just did there, guys, and like that example I gave you, you'll see this as far as examples I'm going to show in this video of sales calls I've had. is we just want to set frame so the call is actually organized because the last thing you want is them taking frame of the call and it's like them leading the call when it's like them asking you questions and it's like they're kind of like the owner of the call you always want to be like the dominant one on the sales call because you're the person who's trying to sell them and probably get something out of them like money or whatever right that's kind of how it goes and then it's gonna go into the demo so after you've understood their pain points the discovery everything's done in that discovery process, you're gonna open up your screen and you're gonna show them the demo, which is really like, what do you do?
How do you help them? And you're gonna try to explain it as simply as possible because again, like I've said throughout this video, people care about the outcomes, not the features, but they wanna know how you're gonna get the outcome. So like, for example, I'm gonna tell somebody, yeah, we use AI callers and we are gonna call up all your leads automatically and book them into your calendar.
But I'm not gonna go say, we use this tool, this is the response rate, this is the script prompt. They don't care. Okay.
They don't care. Like 99 % of them just want to hear, what are you getting me as far as an outcome result? And then how are you going to do it on a simple term?
Right. So that's kind of what you're going to be presenting. And then the last thing I want to say, as far as like the discovery to demo and all this goes is understand that, like, I always say that 80 % of your close, if you close a call is going to probably stem from that discovery.
Okay. The discovery is the most important part. And if you like half -ass it, and if you don't do a great job in your discovery, the chances of you closing them are almost like literally almost goes to zero.
And the reason this is, is because like in the discovery, I like to describe it as like, you're getting ammo. Okay. You want as much ammo and you want to get as many pain points.
And like, you want to understand as much about their business as possible. So that by the time you pull up your screen and you talk about what you do, you start relating it back to all their problems that you now are solving. And it's like you're the only solution or you're the best solution for them.
And that's the best way to go about it. And then the last frame of mind, I'm going to tell you guys before I show you the demo portion, is show up to sales calls with the intention of how do I help this person? Don't show up to these calls asking, how can I get this guy's last dollar?
Or how can I make a thousand dollars off this call? Obviously that we have an incentive. We want as much money as possible.
Okay. Like I'm not going to like virtue signal to you guys. The whole point of the sales call is so we can make money.
Okay. And obviously help this person. But if you can think of it as more of like, really, let me jump on this call.
Let me see if I can truly help this person. And if I can, I'm going to try to provide them the best solution and service possible that I can do. If you show up with that framework rather than the money first, I guarantee you your closing percent will go higher.
Your chances of getting results in general go higher. And overall, I would just say like you're an easier person to talk to. And it's also just a lot easier to like flow throughout the call.
Because like people can sniff out what's called commission breath. Where it's like you can kind of hear under your voice that you're kind of wanting just money, you know. Next, as far as demo goes.
So this is an example right here. I'm going to give this exact one away where I use Lucidchart for all this. So let me actually just pull this up real fast.
I'll show you guys it. All right, so the way I break a ton of stuff down on sales calls is exactly using an app just called Lucidchart. You guys can look it up on Google.
But I'll give you guys this exact same chart. Obviously, this is very real estate specific, like home sellers, home whatever, like if you're trying to work with real estate agents. But I'll give like a more of like a templatized, generalized one you guys can use.
And essentially, when you've gone through your discovery and you're pulling up your screen on Zoom, I always recommend just breaking down a chart that just looks like this, okay? Talk about what you do. You have a three pillar system and then you just go over the price.
the length, and that's it. And you make sure they're actually confident that this system will work. And I'm gonna show you guys an example of a sales call in my agency where we close a client for like, I think 10 or $15 ,000 inside this module as well, just to kind of help and give a little bit more context.
But that being said, this is really how I'd go about it. And yeah, I'll give this out for you guys. So when you go into the school community, obviously, if you guys aren't in here.
Sign up with High Level in the top link in the description below. You'll get entered in. Just go to the sales call mastery section.
There's a ton of like sales call resources, bonuses, and stuff in here. And I will include a link to a template in one of this so you guys can just make a copy of it and make it for yourself on your own sales call so it's super easy and good to go. But other than that, that's really it for this lesson, guys.
So hopefully that all made sense in your homework after watching this video is take notes and remember this process, okay? Discovery. Talk about what you do and then they need to decide on the price, okay?
So it goes discovery, demo, close. That's like the three -step framework that you should be following on all your sales calls and you will have some people that jump on calls that are kind of rude to you or maybe they try to take over, they talk over you. Like you need a whole frame at all times and you need to like essentially like if someone's trying to kind of walk over you, which has happened to me on calls, you have to regain control or you have to like tell them like, look man, so like I jumped on this call, I thought you were interested in this.
Are you or are you not? And you want to be upfront with people. Okay.
You don't want to be like a, kind of like a pushover. I've not seen that work well in a sales environment. So that's it.
That being said, I'll see you guys in lesson two and let's jump in there. All right, guys, welcome to lesson two inside of the sales call mastery module. In this video specifically, in this lesson, I'm gonna be reviewing a live sales call inside of my own AI agency that closed for over $10 ,000 upfront.
Yes, I'm in a different stage of my journey where I charge a lot of money, but you guys can take inspiration from this because I think this call is gonna be directly me reacting to my closer. Obviously, I have sales people on my team today. I have a whole team behind me, but when I was starting out back in the day, guys, it was just me taking sales calls.
And I have a lot of examples on my channel of me taking my own calls. sales calls, et cetera. But my closer is quite frankly better than I am.
So I think he's a good guy to show you guys on here. So I'm gonna show you guys a recording of this. Hopefully this is insightful.
We follow the exact three -step framework I just talked to you guys about so you guys can see how it's actually done in real practice. And with that being said, let's jump into it. All right, guys, inside this video, I'm gonna reviewing a live $10 ,000 sales call deal that was closed inside of my AI agency.
Actually, I believe it was a $15 ,000 deal. We collected $10 ,000 upfront though. So with that being said, not gonna waste any more time.
I'm gonna jump into the sales call. I think there's some pretty good objections too. So you guys can kind of hear how we go through questions and how I've trained up my team to really go through questions.
This is a little bit ago. And then also, you know, how we go through the pitch and then obviously handling objections towards the end as well. So that being said, let's get.
it going um i uh spoke to ethan a little bit he told me about your situation um said you're you you have a two clinics uh for stem cells one of them's in columbia you're just kind of doing sort of mouth right now and that you're really only getting like three to four patients a month right now is that correct Okay. I mean - All right.
So off the bat, just so you guys have a little bit of context, the way my agency works is we have what's called a two -call close. So today, a lot of my clients are actually on RevShare. So when I was going really hard on ads, two -call close is what I ran with.
And what this means is essentially when somebody, or for example, I'm in the stem cell clinic niche, right? So very specific, very high ticket, very expensive. Doesn't matter what niche you're in, real estate, roofing, whatever.
This just means you have a setter or you take a phone call that's like 10 to 15 minutes, which is the first call people book with you. And essentially that call is just going to be going through questions with the prospect and making sure they're a fit in your service.
And then you're going to book them into the second call. So I have a setter who is separate to this call here. And then my closer, as you're watching right now, he's obviously going to take the call through the finish line and that's the whole goal.
So it's kind of like a baton handoff between the two. Honestly, I don't recommend a two call close until you're already pretty, I guess, experienced and already running a pretty high level agency. But regardless, just to give a little bit of context, because this guy has already spoken with our team.
before. In terms of how long that's been going on for, how long have you guys been at that mark?
Like eight months. Eight months. Is that like the whole time the business has been open?
Yeah, because we tried different aspects. I mean, we tried some ads on Meta and they just moved a lot of tire kickers. We didn't really have anybody that...
That was really serious. I mean, yeah, asking questions, but nobody that was ready. I mean, so once they got, you know, I mean, we have a good closing ratio.
So if we get somebody that's interested, somebody that really wants to play ball, we close them 85 % of the time, unless something comes up in their life, you know, that really puts a monkey wrench on things. But other than that, it's just really we need more leads. We need more people that are interested.
We need more people that have been qualified. you know we've definitely been disappointed on to the different types of things that we put out there like like meta ads um we've sent mailers out um you know some google stuff but uh maybe nothing you know i guess we've gone through the you know the least expensive you know kind of general marketing companies that are maybe used to marketing other products and when you're marketing something health related when you're marketing stem cells that requires a little more expertise so uh maybe that was the case um but you know either way we're definitely looking for um we even moved locations i mean we were in one location in miami and we found that although on paper it just it sounds great um there's a lot of different issues right okay so with with the marketing that you guys have done right just kind of like an aggregated number say you get i don't know 100 leads how many of those actually end up coming in and converting i don't even get 100 if i may get 30 30 that's it yeah i'll tell you your ratio itself is
Pretty good. So the ratio itself is decent. All right, so you guys see what's happening right here?
So essentially what we're doing is we're priming, we're like priming the pain point, okay? Like this whole point of the call, like obviously if you guys know sales, you guys know agency sales calls. This is how it should go where initially it's just really discovery, recapping what's going wrong in the business.
Step two is going through the pitch, pulling up our screen, showing what we do. Step three is the close. So in this discovery, what we're really aiming for is understanding what he's doing well, what he's doing wrong and really honing in when he's doing wrong and what he's missing.
And then we present that as like a bandaid inside of the pitch, which is step two. And the way I like to put this before I go back into this is the discovery is like. 80 of the reason you would close a sale or not like if you do a bad discovery your chances of closing someone is very little because they just didn't get enough pain they don't even feel like you understand their problems enough to really help them now in your discovery you want to essentially get as much like i call it like ammunition like ammo is possible so then you can deploy that ammo inside of your pitch to to hit their sales pro uh points to hit their sales points pain points uh as if like you're like a band -aid for example like let's say off of facebook because you know you put an ad out on Facebook, so many people see it, so many people put in their information.
You know, if you have to give me like a percentage -wise out of the amount of people who put in their information versus the amount of people who actually come into the clinic, what does that look like?
I mean, I don't know how many people are viewing it, so I don't have that analytic. But I'm telling you, like, it hasn't been really... Dude, we've gotten 80 leads in those last six months.
It's too much. right okay it's low it's almost like i'm almost i'm almost you know and obviously i don't have enough data to make this this this comment but just from the little bit of information that i have you know i'm almost thinking that this meta may not be the right format for us to be able to uh to market this you know because i mean where do i have and obviously this is old school and i mean obviously i'm an old school guy in certain ways but like where we've had the most success in bringing in patients is to actually go do physical networking events going out there talking to people they're asking questions they see us they come over to the clinic they ask more questions and then you know they ask for a proposal they get it we close them they do it they're happy that's been the most successful part so i was you know after a while i was thinking like is that really where i should be spending my money just you know obviously that's more wear and tear on me that's more time that i gotta do i can't scale that way um you know um but in the end i need to put i need to have at least you know 10 15 patients for stem cells every single month
I mean, that's really a, for that, you know, from there we can build upon that because then those 15 will tell their friends, will tell their family members, they'll come back six months later, a year later and do something else. They'll come back and do IVs. You know, that's when we can actually start growing.
But with the two to four that we're having every month, I mean, it's going to take me three years to get to the, I want to get to. For sure. So you're trying to reach, you know, 15 to 20 a month.
You're like three to four now. What kind of revenue gap is that? That's bringing in $50 ,000, $40 ,000.
Off of the three or four? Okay, so $15 ,000, $20 ,000 gets you roughly $200 ,000. Yeah, probably an average of like $8 ,000 per patient.
Okay, so I mean, what kind of made you look into something else now rather than just doubling down? what you did right like what's actually changed it's just it just wasn't working you know it wasn't working you know to be honest with you it just i don't want to double down on something that i know is not working you know i'm like i really have to see was it just like not the exact returns you wanted because like if you're putting in a dollar and you're getting out too sure that might not be the greatest roi in terms of advertising i've actually to be honest with you i put down over twelve thousand dollars and i did not get one dollar back in in advertising no that's just the ad spend right yes all right Okay.
And you said that's pretty dismal. I'm not going to double down on that and then be 20, $30 ,000. It's just, I got two issues.
So one issue is the amount of people that are coming. I don't have enough leads coming in to even work the leads. That's number one.
And the number two is I, the system, you know, like I have a go high level is what I use. And, and what I've found is that the current company and they're very, you know, they're, they're, when I tell them to do something, they do it and all that stuff. But I need a company that's already, dealing with the regenerative medicine market and can program the goal high level exactly how i want it how i don't even know how i want it how it's the right way to do it but i don't want to keep learning it because then i'm just learning and i'm not building the company right you're working in it rather than on it exactly the company's not really working for me i'm working for it i'm just another employee and i'm i'm i'm every employee i'm the one that does everything right Yeah.
And so, I mean, I can't step away for one minute because if I do, something doesn't get done. So I need to go high level to be, meaning that somebody calls. All right.
You guys seen the issues and the pain points come up and immediately there's two key things. Number one, he doesn't believe meta advertising works because he spent $12 ,000 probably with another company that sucked and they didn't give him a return. Number two, he has bad systems.
Okay. So this is actually pretty intertwined. Like I could guarantee part of the reason those $12 ,000 went to waste was because he probably didn't have a defined system inside of his high level account, which funny enough, he already uses high level which obviously we use as well and what every agent sooner uses so it's kind of convenient um but yeah i mean this should just show to you guys like how important it is to start really picking up in these pain points early on in the call because imagine if you pitch price you pitch your service he brings this up after like you're not closing this deal.
So, and if I'm correct, this guy really did, he actually did close on this call. So yeah, we'll watch to see what happens. Very similar to what we do.
I mean, just the automations that you went through, they're not as in -depth as what you'll see with what we kind of do with the clinics we work with, because it's obviously very different with a business owner as opposed to a consumer. So it's very different in that sense. But say you get all that in place, right?
You know, you get the marketing, you don't have to work on it so much rather than on it, right? We kind of take care of it for you. You get to 200K, right?
What kind of happens then? What's the difference in the business?
the biggest great question obviously that's that's what i'm looking for i mean enough money so the business can run without me so then i can do other things because i'm looking at expansion you know what you're saying when you're talking about tampa orlando i already have somebody who wants to partner up with me in orlando have somebody wants to partner up with me in uh in in the tampa area yeah so yeah we're in medellin and um but you know i'm talking to a group in venezuela they want to open up in venezuela I'm talking to another group in Mexico.
So I need to be at these meetings. I need to have these meetings in order for us to see how we can grow. But I can't because I'm stuck with getting more patients in the door here.
Everything works. It doesn't matter which way you go. It all works.
It just depends on how much time you put into it. It's kind of when you put it this way. This is kind of how I like to explain it.
Say somebody's house is on fire. They're not going to wait a little bit to go find a fire extinguisher or call a fireman. their house is on fire.
They're going to pay $10 ,000, $20 ,000, $30 ,000 to save their half a million, million dollar house, right? The biggest thing is when it comes to stem cells and regenerative is people aren't fully aware of what's going on and they don't really see enough of a pain in their life, how it's affecting them, pains, problems, stuff they've tried in the past and they don't see that gap.
They're never going to buy, right? Like with you guys, the ads that you did, did it end up going to like a funnel where it taught them and sent them education and then it nurtured them before they even got on a call? Or was it just like booking a call and call it?
yeah it was just like okay yeah if you're interested click here get on the calendar and then and then you know book the call right okay do you think that maybe if people were a little more educated around it that you would have gotten better results i mean we tried like on the last couple months we tried to like asking him specific questions just to avoid the tire kickers hey like you know what made you be you know what give you the interest in stem cells oh okay and they have to pull down is it because of pain is it because of longevity anything else so there was a series of questions that we had them go through you've had education pieces in there like let's say somebody clicks through and the first thing is not booking in on the calendar but more so teaching them about stem cells specifically and the mechanisms behind it rather than just getting them on a call okay good point did you do anything like that no no i did not i did not okay if you if you did have pre -educated people do you think the quality would be higher
bingo yeah yeah i mean we always have you know i mean i always click on our website in our website there's a lot of information um but it wasn't delivered in the way that you're talking about right okay and then in terms of this is just kind of last thing i want to cover because we are premium i'll tell you right now our program is fifteen thousand dollars it's fifteen thousand dollars but you said you're mainly focused on the money do you mind if i offer just a little bit of perspective around that sure like do you view money as a problem or a symptom of the problem It was a symptom of a problem.
Right. Because if you had the right marketing in place, what else would you get more of? Right.
No, no, definitely. I just, I need to start. Totally.
I get your point. But what I'm trying to get to is like, nobody really comes to us with a full amount down. Like it's maybe 10 % of people come with the full amount.
Right. But we're more so worried about is, are you committed to make a change? Assuming this was the right thing, kind of once we go through everything.
And there's always ways to get around the money. We're not going to let us not be able to help somebody just over money. The same way that you guys might have something like a charity or care credit to finance the actual treatment for the patient.
We have something like that for you guys. What we care about is just the commitment. Like, are you actually committed to getting something done?
Or is this just like a, hey, tell me. No, I'm committed to making something done. I just need to know like, okay, if we do this down the line, or let's say you have some type of.
Payment structure. Great. I think it's a good time to pause it.
So part of the reason we pitch price up front, and this is what I like, this is in my agency. Honestly, for most of you guys, I don't recommend doing this right now. Like you should probably hold off and do price at the end because the pricing up front, really what it does is with these higher level, smarter, like we're talking with doctors here, clinic owners, like these are pretty well -educated people.
A lot of times people will go to the, like they'll go listen to your entire presentation, your pitch, but they'll have their ears essentially turned off because they're just waiting for the price, right? When you give them price upfront before they even start the presentation, essentially what that does, that clears the air, clears the noise.
So then they're like, okay, it's $15 ,000. Once you head into your pitch and your pricing, then they're sitting there and they're listening. And that's like really what you want because you're essentially going to reach the value of whatever you probably told them as far as the price point, rather than sitting through the entire presentation, ears off, and then they're just waiting for the price at the end.
So it's really like an intention thing. Awesome. We're going to go down with it.
What are the actual expectations? What can you tell me? There's a document that you said, hey, when we did this company, this is what we did.
Right. I need to see exactly what would that, because I haven't seen anything. I'm like the most skeptical one.
You sent me like 20 emails with like over 200 testimonials, man. Did you not look at any of them? What would that look like?
I'll show you the process and you kind of tell me if this is what you're looking for, right? I'm not going to get you something that you don't know what it is, right? I want to make sure this is what you're looking for.
So the first 90 days, it's 15 ,000, right? And then after that, it goes to 2 ,000 a month, just because once the system's built, it's built, it's easier to run. So there's three main pillars.
It's the lead generation. It's the appointment setting and the sales. So the lead generation, the way this functions and where most people have gone wrong with Facebook is with the new Andromeda update.
Have you heard of Andromeda? I've heard of it, but I don't know anything about it. So where most companies kind of fucked up in the last year, excuse my German there, but where most of them fucked up is Facebook changed in a completely different way to where you don't do the targeting manually anymore.
Facebook automatically has groups of people that are pre -made based off of their interests. And the way that they do the targeting is the actual words and the copywriting that you put in the ad. So the only way you can optimize is by changing the words in the ad itself.
Now, back in the day, you used to be able to launch four or five ads every single month, change the targeting. You get a boatload of people coming through. What's different now is you have to launch a good 40, 50, 60 new advertisements every single month just to constantly be testing and optimizing the actual words in the ads.
So the creatives themselves don't have to change in a crazy amount. But these small words can change the algorithm in a way to where you're getting, you know, 30, 40, 50, 60 % more people coming through at twice the qualification criteria. So what we do is every single month, we're launching between 40 to 80 ads just to constantly keep testing this.
And obviously we pay for all the actors. We have companies on retainer as well as AI models that we're going to kind of integrate into this. And then we script them out.
We send them to you for approval and then we launch them. Does that all make sense? Yes.
Right. Like with the company that you guys were, working with were they launching a lot of ads or was it just like every now and then kind of thing well a lot you know a lot of ads you know it was a not 80 definitely not 80 you know not not like 20 not even 20 you know maybe 12 right you know and intensity so i guess it was a small sample right so there's the first thing and then there's kind of the second pillar there's a little bit of a background for if you want to put it this way it's the education because the education is spread out through the entire funnel so the ads the actual funnel itself and then throughout the sales calls there's going to be education placed in there so once they go through the lead generation part they're going to land on the funnel and in the funnel there's going to be a video it's going to be about a 20 25 minute video this is what we want you guys recording because the first thing that somebody's going to do once they click on an ad is they're going to look you up and then they're going to see the people who work there see the reviews and then they want to see the people on the educational video we're the same people at the actual clinic so this video is going to be 70 static where it's going to be the same content but then 30 of it is going to have variables with their procedure
Okay. And I guess if you get anything like, oh, I'd like to talk to somebody, you guys have sent some information to us for us to call them in some way. Absolutely.
But what we do is everything that we do is we frame it as a, we frame it as if we work for you, right? So let's say it's a referral, right? If it's a referral, we'll send them directly to you.
But if it's anything off of cold traffic, they go through the funnel first. If I have the money, right? If I had the money in the bank right now, we would sell, I would sign with you right now.
Okay. It's free. No, I'm kidding, man.
I wish I could do that for you. Oh, man. You're just like, oh.
Take 15 % of everything we sell until we can come up with the 15 ,000. And then, you know, we drop down to, I mean, I would do that. I actually do have something similar to that.
I can show you. So we got confirmation that obviously if he had the money today, he's 100 % moving forward. He thinks the system's for him.
He thinks everything's a fit. now obviously the biggest part is actually getting the finances over to us um however we can so if we did have options because here's the thing like i said most people don't come to us with the full amount like if we could finance this in a way and you know break it down to where it was extremely manageable like very manageable but is that something you want to explore i yeah dude okay i mean in terms of what we can do for you because i get it cash flow is like the most important thing when it comes to right now yeah especially right now right now yeah so um What if we do this?
So we have internal finance and partners. What we can do is we can do 10 ,000 financed. And then once we generate you 50 ,000 in revenue, you pay the additional 5 ,000.
So the 10 ,000 financed, you can break it down over three, six, 12 months, which if you broke it down over 12 months to pay it off, works out to 833 a month, plus a little bit of interest. So about 900 bucks a month. Is that reasonable?
Does that fall within the constraints? More reasonable, yes. You think it can get more reasonable than that, man?
What do you want me to do? Take my wallet while you're at it. No, that's reasonable.
That's reasonable. And when would the $3 ,000 in ad spend would need to start? Three weeks.
Three weeks. And there's no actual payments today if you were to go through with it. Your first payment for that would be a month down the line.
But then the actual 90 days doesn't start until ads are up. So the onboarding is free if you want to call it. And then the actual 90 days starts once we launch.
So now, when would I have to give you that first payment? We would just look at the financing now. We would get you approved and your first payment on it wouldn't be until a month later.
Okay. Here, I'll send that over and I'll guide you through it. All right.
Well, that was pretty much the close, guys. So obviously, you guys saw a bunch of objections at the start. You saw price pitch before.
even going into the actual presentation of what we do. And then you also got to see really how we go about objection handling at the end. And this is also one thing a lot of big agencies do have on standby if they ever have to use it, which is financing.
which can be super helpful to break up the payments. I mean, you can just do it yourself, right? Like if you're charging five grand in your agency, instead of charging five grand up front, maybe you charge 1500 a month for three months or whatever it is.
Like it's the same thing here, which is really what we're doing. Except with our financing partners we have, we get like, for example, $10 ,000 up front for them putting $900 down, you know? So that's really how we close this deal here.
This is a $15 ,000 deal. So 10 ,000 was paid up front and then 5 ,000 was paid once we generated $50 ,000 in. revenue and patient revenue, which is roughly about six to eight patients or so for this guy.
So yeah, that's pretty much the entire sales call. I hope you guys enjoyed this video. If you guys want a bunch of free stuff from me, I'll have the top link description below.
No explanation needed. You guys can go down there and check it all out. I've got more than anyone else on the internet for literally free for using GoHighLevel.
So I don't got a paid programmer course to sell you guys for five, 10 grand. Like it's all for free. You guys can take it.
And yeah, not seeing many people post these crazy expensive deals, sales calls on YouTube. So hope you guys enjoy more of these. If you guys want them, let me know in the comments.
And as usual, I love you guys. And I'll see you guys inside the next video. Peace.
All right, guys, welcome inside lesson three. Inside lesson three, we're gonna be going through the objection handling and closing framework that I go through. So we're gonna be covering is number one, the most common objections.
So how do we handle people that have price objection, time objections, skepticism, et cetera, because this is gonna happen on sales calls. Next is gonna be how do you respond without pressure, right? Because it's very annoying to hear somebody on a call like be kind of aggressive and like want you to like force you to pay on call, like it's kind of annoying and you just don't wanna be that guy where it comes across like.
weird or rude. Third is going to be the scripts and resources. So really everything I give away for this inside of my group.
And then lastly is finishing the call properly as far as how do you go around the agreement, the payment, how do you schedule the onboarding call, et cetera. So I'm going to start with that last one first, and I'm going to show you guys because everything else is pretty much inside of the school community, which I'll show you guys how to find because I have a bunch of docs and stuff you guys can use for that.
But when it comes to the call framework, okay, here's how it goes. If you guys need help with as far as like agreements go, I recommend all of you guys sign agreements with your clients. And this is going to come more into hand in the client fulfillment section.
But you're going to sometimes have people that jump on your sales call that are ready to move forward, but they have to sign an agreement before they start. And you have to respect that because honestly, like I don't blame them. Now you can use AI, like again, I'm going to preface, I'm not a legal advisor, but I do think AI is at the point where Chachapiti or Claude can give you some pretty good legal agreements.
All right. I don't know if it's fully worth to go spend all this money on a lawyer to go make you an agreement when Chachapati can kind of do the basics for you, okay? Again, not an advisor, but you guys do what you wish.
If you're trying to save some money, I don't think it's a bad alternative. So the way I like to do this is if somebody's pushing for a contract on call, you will have them review it and sign it on the sales call to get payment, okay? Payment is always going to be pushed for on same call.
Yes, we've had... instances in the past where clients come to us, you know, the first call, they are not ready to pay, but they come back a week later or we follow up and they do pay then. But I'm telling you that is a, like a 5 % of the time that actually happens.
When somebody tells you, let's speak again in a week. That's another words for 95 % of the time. If not more, they're saying, I don't want to speak to again.
This is an objection. So I can leave this call. Right?
So you have to understand that a lot of people are going to throw at what's called smoke screens at you, which is kind of where they just like throw objections to try to just get out of the situation. And the best thing I can say is if you have an agreement on standby, just on a Google Doc or whatever, all the contracts and signing it, again, I'm gonna talk about this in the fulfillment section, but this is all done inside a high level.
So you guys can literally just go to the agreement section inside a high level and get it all done there. But really, when it comes to the agreement, this should be something that's done in the onboarding call. So the way this looks in an ideal scenario is you have the sales call and then you say, yep, our price is $3 ,000 at the end of the call.
They're willing to move forward with it. You handle any objections or questions needed. then they pay on that call.
What you're going to do from there is going to schedule an onboarding call literally for the next day, if not the day after. You just want to schedule this onboarding call for as soon as humanly possible so they don't have cold feet and they don't regret their decision because we've had times where we schedule an onboarding call out after someone's paid us for like a week later by mistake and that person asks for a refund three days later because they just had cold feet.
So you want to condense that gap of them questioning that decision in their head as much as humanly possible so you can get them that result quicker. whatever your service is getting to them, which is probably just getting them more business, advertisements, the AI setup, the whole nine yards. Now, there will be some people, like I said, who need the agreement just on the sales call.
Review it with them. Have them on call do it with you. Don't have it be a thing where it's like, yeah, send me the contract.
I'll review it. Be like, all right, man. Well, I'll send you the agreement right now.
Like, is there anything else you would want to cover other than this before making a decision here? He's like, nah, I just need to review the agreement. Okay, cool.
Well, what I'll do right now is I'll just get you the agreement right here. You can review it while we're on call and I can answer any questions that you have with it here. And then we can go from there, right?
Like you need to put them in their place a little bit because people are going to do whatever they can to kind of get out of the situation. and scurry away. And you need to kind of just like hold them in without being rude, right?
Like without having pressure. So that's how it should look in the kickoff call, onboarding call should happen as soon as possible after they've been closed, okay? The worst comes to worst is like if they aren't gonna pay the full amount on the sales call, just get a deposit.
You know, like if someone's like, oh, you know, I don't get money until two days from now, but I really wanna move forward. Okay, no worries. Like we'll just do a, you know, a 10 % deposit now of what you would be paying overall.
And we'll just get this deposit. We'll schedule an onboarding call. we'll lock everything in and then you can pay the rest then something like that just like low commitment and everything like that now when it comes to the scripts objection handling everything like that let me jump into the school community you guys are all in because i have all of this already in there for you guys so let me jump in there All right.
So once you guys are in the group here, just literally go down to where it says sales call mastery, like here, and then you have sales script right here. So an actual sales call script of you guys, you guys can follow for your sales call very long. I have all the objection handling on here as well around tonality.
I need to think about it, et cetera. We have sales call process. So like how this should actually look on the sales call of like really what's the frame and the format you guys should be following.
Cause a lot of this is helpful to be actually going through. And then there's also a bunch of other resources from like a sales process, live call review. reviews, sales masterclass recordings.
All of this is all in here, guys. So please jump in here and fully dive into everything that's in this group because I'm telling you, all of this has already been done. You guys just need to go use everything I have in here.
So that being said, that's really it. And that's going to be all the sales objection handling scripts you guys should follow. I'm just going to put them in here so I don't have to go spend 45 minutes covering with you guys here.
So that being said, that's really it here. And I'll head back over into the slides. Alrighty, so your homework after going through this entire module is make a copy of my script and then make it yourself.
Make sure you've kind of followed everything I've said in this module. So you've made a copy of the Lucidchart that you're gonna show on your demo, on your sales call, and what you're gonna share your screen with. Make it yourself and for your own self.
Record a private practice call. So here's a really big piece of advice I want you guys to take to heart. Inside the school community, there are hundreds of different people just like you who are probably very similar to you with like -minded goals who also want results but are still trying to figure it out.
Okay. The easiest thing to do, and I've already seen a bunch of guys in the group do this and they've already all, a lot of them close clients because of this do what's called mock sales calls. Okay.
Use people inside the school group, reach out to them, meet them on the weekly calls and connect with them after my calls that I host every single week. That's the biggest, like the network is one of the biggest value ads inside the entire group. And that's why I give it to you guys for free, literally for just using go high level, which you have to use for anyways.
So like meet other people in the group and do demo calls with them and practice calls before you actually have your recent real sales calls that you probably. we had to spend a lot of time or money to actually get, okay? Like that is hands down one of the biggest things I did in my early days is I had a few close friends that were also in the agency game and I just constantly practiced with them, right?
Like I was always on sales calls with them just like practicing. And we got really good really fast because of that. And you don't have to go burn your actual calls that you have trying to get good and get experience, okay?
So like super big piece of advice, do it. There's so many guys in the group who I already know right now are doing it literally as I speak right now. So you should get a part of that group.
Jump on my weekly calls and you'll meet. them all there lastly we'll be heading to module six because that is really it for the sales section hopefully this all made sense and i'll see you guys in there Alrighty guys, welcome inside module six.
Inside this module, we're going to be talking about everything related to client fulfillment, okay? So the second that you close somebody on your AI agency service, you need to obviously fulfill for them, okay? And after fulfilling for many, many clients, myself and my agency, probably well over a million dollars worth of clients, I've learned some cool tips and tricks that are really going to help not only get your clients better results, but small things you can do that nobody actually talks about on YouTube.
I've not heard anyone on YouTube really talk about some like small little strategies you can do to improve your fulfillment like crazy and make sure that your clients are happy sometimes even if they don't get the best results which is super good so I'm really just talking about the biggest lessons I've learned through fulfilling all of the clients I have so this lesson specifically in lesson one we're gonna be talking about how to onboard clients and setting the right expectations okay is a really important module.
This is probably going to be one of the most important. This isn't going to be as technical, I'd say. There's a little bit of setup I'm going to show you guys in what we cover.
But as far as expectation goes for clients, that's the number one way to make sure your fulfillment is actually good, believe it or not. So I'll get into that in just a moment. So what we're going to be covering inside this video is how to set up a client onboarding funnel inside of GoHighLevel.
So again, you guys have gotten to this point. You should already use my snapshot. You guys should be in my free school community.
I gave you guys inside that snapshot a client onboarding that's already pre -made for you. So I'm going to kind of show you how it all works because it's going to save you many, many hours worth of trying to onboard clients manually yourself.
And it's like, I'm at the point today in my agency where obviously I have team members, but even hypothetically, if it was just me running the one -man show, if I had my backend system set up like I do today, it would take very little time for me to onboard clients because of the systems I'm going to show you guys that I've already given you.
Next is going to be step -by -step walkthrough of the client fulfillment process and just the onboarding process in general. So I'm going to actually talk a lot about what I do in my agency because you guys can take inspiration from that however you want. Like I'll just talk about what works really well for me in my niche and you guys can take that into your niche as well.
Next is going to be best practices to follow immediately after the sales call. automating forms contracts welcome emails kickoff calls etc like the order of operations of when things should happen because a lot of people ask me like carson do i need to get the contract signed with my client on the sales call or is it on the onboarding call when is it like you know i'm going to really talk about like when i guess on like a time order standpoint when things should be done you know because there is a right and wrong way to doing that um next is going to be be clear on deliverables timeline and communication and lastly under promise, then over deliver.
That's the name of the game when it comes to fulfillment. So we'll start with the client onboarding funnel instead of high level. Let's start with that.
So, all right. So once you guys are inside of here, you've obviously imported my snapshot up to this point already. You're going to go down to sites in the bottom left, and then we have what's called this client onboarding funnel that I've already made for you guys.
So what's super cool about this is I've already made this super templatized. So all this is, is there's a five -step funnel that you're going to send to clients the second they close. So let me give you an example.
Let's say you close a client. and you're on the sales call with them and you're just kind of wrapping up. You got the payment or whatever.
You got everything needed. You just scheduled your onboarding call. Here's what you're going to tell them.
You're going to say, well, look, John, awesome conversation today. I'm super excited to work with you. I'm going to send you a link to kind of our onboarding intake process that I want you to go through before this onboarding call that we have tomorrow at 3 p .m.
EST or whatever the time the onboarding call is. Tell them. This is super crucial you go for this because it's going to speed run all the time we'd have to spend on this onboarding call of going through some technical stuff, connecting the Facebook account, going through kind of our CRM and everything.
You can do this all on your own time before this call. So please make sure you go through it. And if you have any questions, just let me know.
And then what you do is you set up in this automation that I've already set up for you guys. When you just add tags onto new clients that you close, they're going to get automatically inputted into this client onboarding workflow. So what you can do here is the second a client is closed, you can add this funnel link, this link right here to this onboarding funnel I've given you guys inside this email here.
Okay. And what that's going to do is the second people are closed and you've got put them through this automation that kind of welcomes them over text and email, probably right after the sales call happens, then they also have that link in there that they can start going through the onboarding process. And this is going to save you so much time when it comes to actually jumping on the onboarding call.
But essentially the way this looks is you're just going to upload quick videos for like, I think three or four of these steps. One of them is just like an intake form right here. But the way this is going to look is like, it's like you making kind of like, almost like, think of it like making a YouTube video.
Like you're going to make a YouTube video talking about the expectations right here. That's going to be like maybe two to five minutes long. If you want to make it longer, you could, but just like what it's like working with you, what they should be note, what they should know before working with you and what like your successful clients do that they should also replicate.
So this would be, for example, you know, replying to us on time using our, our Slack channel or whatever you communicate with them on over text message, email, whatever it is, right. That should all kind of be in here and just like set the proper expectations.
And this is going to relate to probably one of the most important parts throughout the fulfillment process, which is setting expectations. If, if guys, I understood when I started my agency that like, I'd say about 70 % of client fulfillment is going to come down to your expectation setting. I'd be so much like, I'd have so much more money than I do today because for the first like year or two, I didn't fully understand that.
Like sometimes when you set wrong expectations, when you kind of over promise a little bit, like As humans, when we're in our sales environment, like this is natural, right? We're going to sometimes promise things that like we almost are a little bit like, can we fully back that up?
And you're kind of stretching yourself. Understand when you set expectations for a client on the onboarding call and the second you close them, every word you say matters because they are going to take that to heart. If you tell them, I'm going to get you 10 leads in the next 90 days or it's free.
If you get them. eight leads okay they're gonna get pissed right but if you said you're gonna get them five leads then or five appointments whatever and you get them eight they're gonna be happy so it all comes down to the expectations that you set for your clients and please like i'm gonna spend a little bit more time later probably in this lesson talking about this but it's just super important um essentially the way this funnel is designed is you guys can kind of just go through exactly like this like i've already set it up all you have to do is like the steps are in order this is kind of like the exact steps i do in my agency today which is you have an expectations video you have a video that quickly shows them how to connect their Facebook to you.
So I'm going to show this in probably the next lesson, how to specifically do this, but you want them to connect to their Facebook business manager account two years. So you get the invite for it before the onboarding call, because you're going to find out that like 30 to 40 % of people that you close, like just can't actually get through this step because they're confused and you can make.
clear in this video. It's like, Hey, if you run into issues, just we'll do this on our onboarding call. But like, ideally you do this before.
So essentially you should have like 60 to 70 % of all the clients who close give you access to their Facebook before you even have that onboarding call. The whole point of this onboarding funnel guys, just to streamline the process. It's just going to make it quicker, easier, and less of a headache for you.
Cause they already go through the stuff that you've put in essentially as digital assets, rather than having to manually explain on an onboarding call. Next is going to be the CRM overview. So they're going to get their own high level sub account.
And this is why it's important when you guys use it. go high level. You're on the $297 a month plan or the 497 plan like I use, because you're going to want to make each of your clients sub accounts.
And obviously the limits with the 97 plan with the 297 plan or the 497 plan, you can have all of your clients like have their own sub accounts. Like I think in my agency, like we probably have like, I total at this point, like maybe like 120 sub accounts or something like that. So yeah, that's just like, for example, so you guys understand, like you're going to make them a quick video showing them everything they need to know about using high level of a platform, just like they have.
we have our own sub account here. They're going to have their own sub account that you make for them and you fill out. And they should maybe just understand how to use the calendar tab, maybe the conversations and contacts, just so they can like see the messages that are happening in here, see the appointments on the calendar, and maybe see like all of the leads, right?
Just super simple. Next would be an intake form. So I've already kind of set this up for you guys, I believe.
So right here, you're going to add all the questions you want in here. This is just through a form. So if you guys go up to forms in the very top right, client intake form right here.
This is very, very, very simple. So you can just add all the questions you want onto this form. So you just like click add object fields, boom, click this.
And then you could do like single line and then you could write your question here. So like, where should we target all of the ads? And then just be like location.
And then they'll kind of write in whatever, like you could add this as a, I don't know, contact boom, create custom field. And then if you throw that in here, right, we go right here, then boom. That's like essentially a question you can make.
You can just make as many custom questions as you want and add them in here. And you should just add as many questions as you want. So it's like things like, you know, what radius should we be running the ads in?
Kind of like how I just showed there. Or, you know, like what specific. advantages do you have over your competition in your area for your business right so like this is a really good question if you guys want um it'd be super helpful to watch as well i have a video on my youtube channel of me onboarding a client that paid me fifteen thousand dollars and normally it's my team that onboards it but i wanted to do one for a youtube video and i really go through like a whole list of questions over a survey where like i broke a lot of stuff down with him i'm like asking him a ton of questions about his physical business where it's located so we can have the new people we book on his calendar understand how to drive there like we go pretty in depth.
And I think that's like a separate video you guys will find on my channel if you just like look up Carson Reed client onboarding call or something. But really the last step here is like step five is just you're going to make a video on like all the next steps, right? So they understand kind of everything around really just like what it's like working with you, what it's like before this onboarding call, et cetera, because they should go through all of these steps within 24 hours, ideally, of getting closed on the call.
You want to force them to do this as quick as possible. So that being said, that's really all of this as far as the onboarding funnel goes and then in the school community as well. guys are in here.
I have a lot more resources in the actual AI fulfillment training on how to use this stuff and how to like really go in depth and like, I guess, specify all the funnels and everything. But like, honestly, it's very self -explanatory. If you got in this point in the video, you probably have already made your own funnel right here.
So this is just doing the same thing you did for yourself, but essentially for when you send clients that closed. So yeah, let me head back into the slides and we'll go through the rest. All right, so that's exactly how to set up the client onboarding funnel instead of high level.
Next is the step -by -step walkthrough of the client onboarding process. So I actually made a loose. chart for this, where I talk about my specific onboarding process that I think would be super helpful for you guys.
And you guys can take inspiration from it. So let me open that up. All right.
So if you guys see here, I have kind of like a whole chart here of like what the first 48 hours look like, seven days, seven to 10 days, month one, month two, month three, because I work on 90 day agreements with all my clients. And then I also have some like live client results and client journey and stuff like that. But this is the actual client journey itself.
So those are the way it looks. So a client is closed on the sales call. Boom.
This is step one. Okay. Now within the 48 hours client completes the onboarding steps, right?
Like I just showed you guys. And then which, what I also do, and this is something super unique in my agency that I do. And I've seen really, really good that I've seen nobody else do is I ship a personal gift to their house.
So one of the questions I asked on that intake form that you guys saw just like right here on step four, I believe it was, um, right here. as I ask them on this form, I say, what's your personal address? Because something I do is I send them like chocolates or a gift or something to where they can like, literally after getting onboarded with us, they already have a gift to their house.
And like, if you guys want to know the psychology behind this, like, let's think about it, right? Let's say you work with a company and you've worked with like five marketing agencies in the past and four have been horrible. But the one you worked with as of recent, they maybe got like typical results.
Like it maybe wasn't. It was like a breakeven, right? Maybe let's just say it was a breakeven.
Like it wasn't the best service you got, but they sent you a gift to their house. They were always really fast to reply. Like that's going to make it.
So not only does someone not like want a refund or not like ever dispute the payment that they paid you, but they almost might continue because they see the work you're putting in. And this is like a huge lesson I wish I understood when I started, which is like, I'm telling you guys, 50 % of the game when it comes to fulfillment is just being quick with communication and showing that you care because the competition, as far as agencies go out there is.
so bad. Like you're going to find out that a lot of other agencies in your niche literally don't care about their clients. They don't reply to them like for days on end.
It's a horror, like this is why the marketing agency space kind of has a bad rep. So this is something I do and you can find like so many websites, like edible arrangements or whatever. Like there's so many websites that you can do this for like 30, 40, 50 bucks and you can just send it to their address.
Next is the kickoff call slash onboarding call. So what we do on here is we sign the agreement on this call. Okay.
Like I explained the sales module, ideally you get this agreement signed on the kickoff slash onboarding call, which is the first call that happens after the sales call. But some clients are going to be super like picky or particular and they need to see the contract before they end up paying you and they close. So that in that case, you would essentially move this agreement and do it on the actual sales call itself.
Completely your, you know, call though. So from here we get Facebook access. So again, you kind of have this all.
automatically set up once you set up these videos properly here. I'll probably show in the next lesson how to specifically have them add you as a user inside their account. For me, this is stuff I do in my agency.
So again, I don't want you guys to worry about this, but we have a lot of like, we do a lot of extra stuff for our clients because we charge a lot of money. And a lot of my clients today are on RevShare where they spend a lot of money and I get a percentage of essentially revenue that we bring to them. Meaning like I have a few clients, but they pay me a ton of money each, right?
Rather than like working with like a hundred clients at once, but we like script their BSLs their ad scripts We send to them they film it in person And then this is I'm gonna talk about this as well because this is kind of some game for y 'all onboarding calls and this maybe is a little bit different when you're a beginner okay if you guys are a beginner you can just take this as inspiration and you guys can take this as like when you get better down the road you can do this but if you've got like balls and you want to just go swing fast and you guys want to do this we treat every onboarding call slash kickoff call as a second sales call and the reason we do this is because there's a saying that's like the easiest people to buy from you or to have buy from you are people that have already bought from you in the past it's very true so when we jump on this onboarding call or what my team does i have a specific person my team who actually does all this stuff.
I don't do it today. He looks up 30 minutes before this call, their name, their website, everything about their business. He sees, do they have a good website?
Do they have good SEO? Do they have a user list of all their contacts? Have they reactivated recently?
Do they have reviews on Google? We find every little, little pain point that we, our service doesn't solve initially that we close them on here. We find every little possible service that we did not offer in the sales call that they might need because it's just a hole or a gap in there.
business and we try to upsell them on it. So we see like, I'm not even joking, like 80 % of onboarding calls we've had, we actually ended up making an extra two to five grand. And it's just like, we treat this call as a second sales call, which is really, really, really important.
Get access to retail accounts. So this has changed a little bit today because we just do everything inside a high level. Team goes through kickoff form, connect to Google calendar and sync, get aligned expectations and next steps.
This is probably not applicable for you guys. Don't worry about this. Neither is.
honestly upsells if you're like brand, brand new. All of this stuff is probably not applicable for most of you guys if you're just signing your first client. This is just stuff you can do as you look at it and getting more advanced.
But aligning expectations and next steps is probably the most important thing on this entire list. Onboarding calls, you must anchor expectations, okay? If they have the expectation you're going to save their business in the next 30 days and you're going to turn it around and make them all these millions of dollars, you have to have what's called an alignment.
You have to align with them on what is it you're actually doing and what are the results you're going to bring. Because some clients will come through thinking you're going to save their entire business. And I'm telling you right now, those are the worst clients in my experience to have.
Because they have an internal business problem on their end. It's the reason they're unsuccessful. Just because you bring them some leads or some appointments for them, that doesn't solve the actual gap in their business.
So that's a bigger problem and a bigger issue, but I thought I'd mention it. And then over seven days, we try to get everything launched and delivered. So we have our ad dev.
on my team that builds out the AI caller. Media buyer builds out all their ads. Again, if you guys are starting out, this is gonna be all you that's doing this stuff.
And I'm gonna talk about how to do this. And then we have video editor, edit some of the client ads that they film. Again, probably not applicable for most of you.
And then on day seven, so we try to have everything done on day seven. So within a week, we have what's called the launch call, okay? So this launch call is where...
obviously it's in the name, but you launch everything. So you pretty much have the ads ready to go and launched. If you're doing an AI caller setup for them as well, you show them and you show them an example of how it looks and how it sounds so they can even call it and review it themselves.
And then you launch the campaign. And we also say align expectations again, okay? I'm telling you guys right now, you're going to realize that expectation setting is probably the most important thing when it comes to client fulfillment.
Month one is we just do weekly check -in calls, okay? That's just how we work. If you guys are doing like the three -week trial service, do weekly check -in calls.
to i just recommend for the entirely month one i don't care if your agreements are 60 days 90 days or six months okay for your clients that you close do weekly checking calls for the first month, okay? Just get super familiar with them, build that relationship and reply to them quick, okay?
That's why I say here, fast communication. Please be fast to them because they will value that way more because they probably worked with other agencies in the past, like I said earlier, who were really slow. We also do Loom campaign reports every Monday.
So this is like every single Monday, they'll get a message from us. We use Slack, but like you could do it over text too, where you just quickly make a three to five minute video that recaps things. So I have somebody on my team that does that for their current stats.
Month two, same thing, except we just moved this to bi -weekly checking calls. And then same thing with month three. So that's how it really looks.
That's the whole client journey, I guess, as a whole. Hopefully this made it a little bit more simple. So yeah, let me head back into the slides and we'll wrap this one up.
All right. So we've obviously covered step -by -step walkthrough of the whole onboarding process, what I do in my agency. So you guys can take a lot of inspiration from what I do.
Best practices to follow up immediately after the sales call. So really what this is, is just, again, be quick with communication. Like somebody will get cold feet if you leave them on red or you leave them on delivered for too long after they ended up paying you money.
Okay. Even if you have an onboarding call scheduled like a day later or whatever, like just be quick to them and just understand like you're there to help them. Okay.
And you want a mutually beneficial relationship. relationship and it's like put yourself in their shoes if some if you just paid somebody five thousand dollars for a 90 -day service and they're not replying to you you know and it's taking them a long time to reply you're gonna get cold feet super fast so just know it's super important to be responsive as that should go without being said automating forms so we talked about the intake form contracts and welcome emails obviously I already showed the welcome email and the kickoff call kind of set up that you guys will send up in that onboarding funnel but I want to quickly show you guys how to use the contracts feature because you don't have to use like DocuSign or some other like hand a doc, other third party platforms to get their contract signed.
You can just do it inside a high level. So let me quickly show you guys that right now. All right.
So once you're in high level, you're going to go to payments right here on the left, and then you're going to click documents and contracts right here. Okay. And once you've got this right here, you can see like you've got agreements that have been waiting for others to be signed, agreements that are completed, archived and draft, whatever.
So all you do here, okay, is you click new and you click upload existing PDFs. So what I do and we do in our agency is we just make a Google doc of the contract be with your company. all the deliverables, any sort of conditional guarantees that you want to have right around what you do.
And then signatures on both parties at the bottom, you can just upload that Google doc right in here. And then you can add in the empty fields for like name, email, signature, like high level does all of it. And then you just send it to their email address.
Now, I know some of you guys are asking like, Carson, like I want like contract templates or whatever. Like, again, I'm going to preface it. I'm not a legal advisor.
AI does a pretty good job of this stuff. So chat your petite quad. It can give you good like outlines for your agreements.
But we also have some agreements right in here that you guys can like use as templates for your business and here inside the school community. So just go in there, you can find it. And then if you also run into any issues, you can just make a post in here and someone will reply to you super fast.
So that being said, that's really the setup there. And you can just use high level to sign all of the agreements. You're not paying for some third party software.
And then really the last things on this slide is be clear on deliverables, timeline and communication. Again, like I would over communicate rather than under communicate. Like it's just better and that you guys are hearing.
me say this a lot but it's like i truly truly believe clients will be way more happier with you if you just actually show that you care all right and i know that should go without being said but so many people and so many agencies in this space have this idea that they can kind of just like slack off they cannot really care and it's like whatever and it like it ruins the agency reputation as a whole like you guys you'll stand out by just having good communication even if your service itself is like kind of mid you know um which is kind of sad to say and then lastly under promise and then over deliver this should be your whole idea of business okay like when you work with people you don't want to over like over promise things because that leads to like even if you get them and this is a perfect example because I've had this happen before I've had a thing where I over promise for a client and we get them extraordinary results as in they might spend let's say 10 grand on ads with us and we make them $30 ,000 back.
But because I set the, like the anchor expectation that I'd make them $50 ,000 back for an example, they're mad. Okay. Even though they just got a crazy return.
So like you have to understand that it's all like psych, like it's like psychology, right? People are going to get pissed off even if they have good results sometimes. If you didn't do a good job of expectation setting on like under promising than over delivering.
So that should go again with that being said. So your homework after watching this video is make sure to have an expectation doc ready. So write down everything.
And this can go great with like also making just an agreement and a contract for yourself and your business. But just really write down everything that you're going to do for your clients within a certain timeframe. And like, what are all the things you have to do on your end to make sure that's like.
impossible not to get done if that makes sense and just make sure it's like a guarantee um that you can do next is test your onboarding flow to start to finish so this is like literally your onboarding funnel set that up go through everything i showed you guys in this video i gave you guys a ton of sauce and stuff i'm doing today and like my seven figure agency so like obviously there's gonna be some stuff that's different for me that you guys might just like do uh like at a smaller scale i guess because you guys start starting out but you're still gonna be better than that guy who isn't watching this video who's starting out who's just kind of free -frawling it right like you guys are getting kind of like a proven foundation.
And then the next step is heading to lesson two. So that being said, I'll see you guys in there. Hopefully this is valuable.
Let's go. All right, guys, welcome inside lesson two in module six. In this one, we're going to be talking about client ad setup and review.
So we're going to be covering a lot probably in this module of just everything ads related and making sure you can get access to their Facebook account. so on and so forth. And I wanted to say this in lesson one, but I kind of forgot, which is guys, if you're watching this module and you have no clients, like this is cool to watch.
This is cool to understand what you're going to be doing, but please, for the love of God, don't actually spend your time on this. Okay. Like you should spend all of your time trying to acquire clients.
Like I said, at the very start of this entire free course, then sitting around here, trying to figure out your fulfillment when you have no clients. And I know it sounds backwards, uh, guys, it's like, Oh, I'm trying to like sell someone on something. I don't know how to do.
It's like, okay, well, how does it? anyone do anything that's like at all like you know like worthwhile right like how does elon musk put like rockets into space without knowing that rockets are going to get into space like no he has to fail like some of the rockets have to blow up okay and that's a crazy example but like you guys have to understand that you're not going to have good client fulfillment until you have a lot of clients anyways because just because you have one client that gets results or one clients that gets bad results that doesn't mean your fulfillment is good or bad right you don't have enough case studies or test subjects to actually make that statement if that makes sense so um yeah like don't watch this module in like like spend your hours on this stuff.
If you guys don't actually have clients already, it's just like kind of a preface, but we're going to cover a lot in here. So let's firstly cover How to get access to client Facebook account.
So just really talking about how do they add you as a user? So you have admin control over their ad account, their page, their pixel, everything you would need from them. Next is confirming permissions before you actually launch the campaigns.
Match the funnel type to the client's offer. So lead gen, booking, purchase, et cetera. And then keeping the funnel simple.
Okay, so that's really gonna be the main things we're gonna cover here. And I will actually just go directly into my Facebook business manager to show you guys how they would give you access. And then the last thing, also cover here before we get there is writing ad copy that speaks to their audience and pain points.
So we'll cover that as well. All right. So once your client is in their own business portfolio and some clients of yours, like if they're older local business owners, they have no clue how to get to the screen.
Like the easiest thing to do guys is when in your onboarding funnel, if you guys go down here, client onboarding funnel right here or connecting to Facebook, literally on this page that they get to that they go step -by -step on, you have a link below here. That's like a YouTube video showing them how to make their own business.
portfolio if they don't already have it. And then you're also going to have your email address where is registered to your Facebook account below that as well. So they can just copy your email.
What they're going to do is they're going to head right over into people right here. You can do it in partners as well. But I personally just think it's a lot easier in people.
You're going to go to people as in, this is what your client is going to do. So like make sure when you make this video, that's going to go on this page right here. You're kind of showing the same thing I'm showing because this is what your client is going to have to do.
Again, if they run into issues and they're just super not technically savvy. You can do this on the onboarding call with them But this is in my opinion the easiest way so that what they would do is they click invite people right here And then they'd enter in your email address that you have registered with your own business company portfolio.
So that's the email address you would ideally put like down here that they can copy and paste. So let's just say it's a at live .com, right? Just as like an example.
Okay. Once they have your email put in here, they're going to click next and they're going to click full access to everything. Okay.
This is going to give you access to literally everything. Some people like think this is bad because, oh, you have access to like everything. You could technically delete their account.
Obviously, that's not what you're doing. Like if you guys are watching my channel, like we're not doing anything shady here. Like we're just trying to get access to everything we need.
And what's happened to me in the past is when you add yourself or when they add you as what's called a partner over here on the left. essentially they just give you select control to certain assets. But a lot of times what's going to happen is you don't have the actual like control or the, like the access you need over certain things.
So you have to jump on another call with them saying, Hey, I need this. Can you go over here? Can you screen share?
Let me show you how to do it. And it becomes this repetitive process where you just don't have full control. We found it a lot easier.
My agency to literally just have access to everything like over their entire account. So we can do all the things we need without having to like go check in with them every single time to get, you know, more access. So they would just do this here.
They would click. Next, they actually don't even have to select the profile of theirs, but they can if they'd like because you have full control anyways, you can still assign yourself access. They would just click next and then boom, they would click invite.
It doesn't even matter if it says your assets because you're going to have full control. So this is all they would do right here. A good rule of thumb though, is they'd give you access to their own Facebook page and their ad account like so.
And then you can make the pixel for them because they probably don't already have that. And then that being said, they would just invite you from there. So that's really what it looks like when it comes to actually setting your client.
up inside of Facebook as in getting them to give you access to all their stuff. And again, some clients are not going to know how to get to this business portfolio page and you're just going to have to link a YouTube video. There's some super simple ones out there that are like two or three minutes long that just show them how to create this account and get into this view.
And we've had clients before we have to make their Facebook page for them and things like that. That's completely fine, right? Like it's the same setup you guys honestly did for your own agency, which is what you're doing for your clients if they don't already have it.
So yeah. All right, so that's covering how to get access to your client's Facebook account, confirming the permissions, obviously. And then let's talk about the actual funnel type to your client's offer.
Here's the thing. This is going to depend industry to industry. So like if I gave you guys some real true advice here, I would honestly, depending on your industry, when you guys have close clients, show up to my weekly calls in my school community and literally just ask me directly, Hey, my client is in this niche.
This is their budget. This is what they want out of our service. They want more patients.
So they want more jobs. What do you recommend funnel type I end up doing? And I'll try to give you like a, a kind of like a diagnosis of what I would do because there's so many different ways you can run ads for your client.
Okay. But here's the most simple way I can put it because you're going to be running ads almost the same way you ran ads for yourself.
Like I've covered in like the client acquisition section, you're pretty much doing the same thing you did for yourself, but for your client. Okay. Like that's why I give the example of like the best way to get clients in my opinion is by running your own ads.
Because the second they jump on the sales call that they booked through an ad with you, they might ask, Oh, well, how do I know this is really going to work? And you ask them one question back, which is. how did you show up to this call today?
And it's like, oh, through an ad I ran, right? Showing you that I already practiced what I preach. And that's like one of the easiest ways to sell people in my experience because like they just know what, like they know you know what you're talking about because you literally did it to get them on the call, if that makes sense.
So. As far as campaign setup, writing ad copy, making ads, it's literally all the tools I talked about in the client acquisition section, but you just do it for your clients. Like it's the same thing.
The only difference there may be is if you're working with like real estate agents, for example, and you're trying to get like home buyers or you're trying to get like a roofer leads or whatever, right? Instead of using a funnel, which is what you make for them inside their own sub account inside a high level, you make them like a lead form.
Okay. And what a lead form is, is it's like a very simple, and maybe I could throw some B roll over this here, but like it's a very simple, simple form that you can make inside of like, if you guys actually saw when I was setting up my own ads in the client acquisition section, it defaulted and said the like direction you want to send people to or the destination is instant form.
That's what I'm talking about. So instead of sending people to a funnel or like a landing page, for example, with like a calendar on it, you send them to just like a Facebook native form that they fill out. It'll actually auto fill their information.
You can add like two questions below it. That could be multiple choice. And then they submit it from there.
So that's like what you would set up for them. Otherwise, instead of that and i have all this inside of the school like let me just pull it up real fast all of the super in -depth details on this should be in the ai fulfillment training right here actually talking about lead forms like i think i have it in here if i really go through this is like a two and a half hour long video right here um if i show you guys in the ads section there should be right here yep so this is me actually setting it up right here again i'm gonna probably have to blur some stuff on the screen right here but like this on the example on the right is what a lead form should look like so um if you guys want to set that up literally just follow this video here um but some of your clients are just actually going to use the same format you did for yourself so like for my agency today what a fulfillment process and journey looks like is we set up a video or image ad okay that looks like this um it can be video image whatever works and have your clients offer on there so like you're gonna figure out like oh for real estate agents that i work with if they want more home sellers the best offer i can put on an ad is potentially something like get your free home evaluation like all seattle homeowners uh get your home evaluation right because who's gonna opt into an ad like that people
that want to know the value of their home. Cause they may want to end up selling it. Okay.
So it's like figure out an offer that is appealing and all of your different markets. Cause all of you guys watching this video, you guys are in many different niches as I could assume. So it's like, it's going to vary and you could ask Claude or Chad, like what would be the best offer based on your situation and your clients?
But again, like that's just an example of what it would look like. You don't want to go out the gate running ads. Like, you know, if you want to buy or sell a home, click learn more, you know, like nobody wants to hear that.
That's not appealing. That's not really an offer. That's just like a blanket statement.
And that might've worked 10 years ago, but the market is a lot more sophisticated today. So for client fulfillment, you have to come with a clear offer. It's the same way when you run ads to get clients, you can't just say.
Do you want marketing in your business and using AI? Click learn more. Nobody's going to opt into that, right?
People are opting into outcomes. Okay. People want to hear what am I going to get through working with you?
That is appointments. That is more deals. Or if it's your client, right?
And you work with real estate agents, it could be a free home evaluation. That's a really good way to get people in through the door that may want to end up selling their home because they want to know the value of it. Or it's like, if you want home buyers, right?
The opposite end of the spectrum for realtors, which is instead of home sellers, they may want home buyers. Maybe do a free buyers list, right? So give them a free homes list of all the homes that are like in this certain area that they wanna buy in.
And then boom, you go from there. Like that's gonna appeal to somebody who's in market, right? Rather than some blanket statement, like, do you want a realtor, right?
Like nobody wants to see that. That's not an offer and it's not gonna convert. But what it could look like is like, if you're not doing lead forms and you're running just like a VSL kind of opt -in page, this is what we do for our clients.
We send them from this ad. to a page that looks like this. And we actually make a VSL for our clients.
So like a lot of you guys just replace this VSL with a calendar. Like, honestly, like this is a little bit more advanced. This is what I do in my setup today.
And I have like a pretty big team behind me. So I just don't think this is like as applicable for you guys. But you just send them to a calendar page.
People would book a call and you'd probably make a pre -call page, right? Like this is all appointments that are going to be going on your client's calendar. And you could even set up the actual AI caller to confirm these appointments the second they book, which I think I'm going to be talking about in the next lesson.
at a pre -call page. Cool. And then you book, you know, consults or whatever.
There's actually a direct, these like two or three appointments we booked in one day for one of our clients and their Slack channel. But yeah, regardless, and these are some ad results, I think as well here, we have like a few thousand dollars spent in just like 20 days and so on, but that's actually pretty outdated. We have spent a lot more for some of our recent clients.
That was in May. So yeah, that being said, that's really how it's set up. Cool.
And then anything else on this slide, I guess, routing ad copy, again, AI, cloud, chat GPT, look at competitors in the ads library, the same way you'd look. for competitors for yourself look for competitors that your clients may have and actually ask them like hey do you have any competitors top of mind that are maybe running ads that we could check out that we could maybe like one up them or you know try to beat them like that all helps you because you can see what they're running as well um next let's talk about how do we actually connect our leads to our ai caller basic b2c advice for scaling client ad campaigns so like when your clients are running ads how do you optimize them how do you make sure they're good and what results do you really look at how do you send automated weekly reports with key metrics and results.
Actually, AI can do a lot of that now, which is kind of cool. And then lastly, kind of highlight the wins, progress, and next steps clearly. Then also recommend add -on services that solve bigger problems.
And then this is kind of like where I'm talking about upsells that I've referenced actually in the previous lesson as well. But let's talk about connecting leads with your AI caller. So I think the next lesson is really going to talk about this, but I used to use many different tools for AI callers that were third parties, essentially.
Like it wasn't inside of GoHighLevel. It was tools like Retail, Vappy. There was a Simflow.
Like these are all different AI color tools that I used to use. And I'm going to get into the next lesson, like I said, but. everything what's cool today is all native inside a high level.
So like, if you guys are not a tech smart person, just like me, like I'm genuinely not that smart when it comes to tech stuff, like this is perfect for you and you can fulfill for your clients and you can make an AI caller in probably under 20 minutes. Okay. Cause it's all inside a high level, which is cool, but I'll get to that soon.
Basic B2C advice for scaling client ad campaigns. Start small. Okay.
So if your client's budget, like spending $50 a day, spend $50 a day. But as you start to see results and as they start to see some like wins, like let's say the a deal and they're like really profitable have a call with them what's called the check -in call and just tell them hey look you're at a like a 5x profit right now so like we put a dollar on ads you make five dollars back where it's like you put a dollar in you make three dollars back let's scale this campaign instead of spending fifty dollars a day let's spend a hundred dollars a day because it's clearly working like these types of conversations are important to have but you know really it's going to come to like the basic advice i can give you guys it's just going to be a lot of testing like anything and it's the same advice i told you guys when it comes to running ads for yourself pretty much for running your client's ads too.
Like nothing changes. It's all the same kind of foundations, rules, et cetera. I really don't look at like the small little metrics as deep, like click -through rate, cost per click, all these things.
Like the main metrics I look at in the ads manager guys is how much have I spent? What's the timeframe? And the timeframe really is irrelevant, but let's just say timeframe to have in there.
So how much have I spent? Timeframe. What's the cost per result and how many results have we gotten?
That's genuinely all I look for. And then the last big important thing, the fifth thing is the quality behind the result. Okay.
I give the example of like. I'd rather have five qualified leads than a hundred trash donkeys that opt in through my funnel or for my client's funnel. Because why would I want to go spend all this time vetting through these trash cans if I could just optimize for quality, even if it costs more per, you know?
So that's like really like just understand cost per result to an extent is a vanity metric. So like your cost per lead, having a much higher quality cost per lead at a hundred dollars is in my opinion, a lot better than a cost per lead at $50. That's like horrible quality.
If that makes sense. Next. setting automated weekly reports with key metrics and results.
So we use actually Claude to help with this stuff. And we also use some stuff with ChaiGPT. Honestly, I have my dev that does this for me.
It just, since we have a system that's pulled in where we pull our ad metrics data just every single week on Mondays, that essentially gets directed to our team. Then our team will make a, like my media buyer will make a loom covering all the metrics and stuff. For you guys though, it's very simple.
Like if it's your first month working with a client, like just jump on a call every single. a week, once a week, and review all the metrics with them. Highlight what you're doing well, what is actually maybe not going so well, and then how you have a plan to fix it.
Nobody wants to hear the company that's talking about everything they do great, but ignoring all the things they do wrong. And then that ends up coming up later down the line in the conversation. They're asking about these things that you just didn't want to talk about.
Next is highlighting the actual wins itself. Make sure you do that. If you have a win around even just getting their ad campaign set up or getting things up.
early or getting a lead through the funnel, like have this communication with them. So it's like you have documentation of use of fulfilling and succeeding with your service. Okay.
Cause just know it's a two -way partnership when you work with clients. It's not always like, you know, Oh, I gave this person a lead and then they didn't convert. It's all my fault.
Like you're going to figure out a lot of local businesses absolutely stuck at sales. Okay. So you can get them a hundred leads or a hundred booked calls, but if they suck at sales, they're not going to be able to take that baton to the finish line.
And a lot of times they're going to try to blame it on you. So you have to understand when you're right and when you're wrong and when certain things need to be improved or just had a conversation about, okay? Like my thing with my agency today and my team knows this is like, we just have brutal honesty with our clients.
If we may make a mistake, we will tell them. And this happens often, okay? Like we're not a perfect company.
But if a client has a mistake on their end and we just see all these appointments we're bringing to them, they're just fumbling, we'll have a conversation with them. We'll ask them to record these appointments if it's compliant and everything like that. Like we do things to try to really improve it, you know?
And the last thing is recommended add -on services to solve bigger problems. This is really going to come in when you're trying to upsell. So the way this works is we have two kind of big key times we will upsell clients on extra services.
One is the onboarding call, the kickoff call, because it's the easiest time to quickly be like, hey, you have all these gaps in your business. We're going to help solve the lead issue and obviously the ad caller issue, but you have a horrible website or you have horrible SEO or you have all these contacts in your database that you just haven't hit up and you have no reviews.
We get you a bunch of... reviews really fast. Like all these are things we could have them essentially sold on as an upsell.
And the second time we'll do it is if we don't do it on the onboarding call is if they get results. Okay. So we'll have what's called the check -in call or like a kind of like a review call where let's say they're getting good results.
We will try to upsell them on that call on results because they're probably pretty happy with the results. They're like, oh my gosh, this company's crushing it. And then we'll just try to sell them on the next thing, right?
Maximize the cash or the LTV when clients you have. Okay. The whole metric in the agency game is cash.
to Elf TV, meaning how much do you spend to acquire a customer on your own B2B ads versus how much are they worth, right? So like if a client is worth on average over lifetime five grand and your cost to acquire a client is one grand, that's pretty good, right? But like there's times where that margin can really, really shrink, you know?
So that's really the add -on services I do and when we do them. So like examples, SEO, and you can find people that do all these things on Fiverr, Upwork, all these platforms. But yeah, like a new website if they need it, SEO, if their SEO is really bad, if they have a leads list and they have not many Google reviews, or if they do have reviews, maybe they haven't hit that list up to come back in as like a reactivation to really text or email that entire list to say, hey, we're running a special promo discount.
If you guys have wanted your new roof or if you guys have wanted to buy a home in this area recently, running a crazy special promo for it. So book a call here and you'll book a ton of quick results for that, you know, and that's actually the quickest way to get results is through like quick little services like that.
So your homework after this module is either do this for your client that you have, or if you don't have clients, write this stuff down, but like go to the next thing. Like I said, at the start of this lesson, like, please don't burn your time on this module if you don't have clients. Cause this is just like, The best way I can put it guys, it's like mental masturbation.
Okay. It's like looking at all these things. Hmm.
My gosh, you know, we're going to get all this stuff done. You know, I'm so excited to fulfill for clients, but you spend all your time focusing on that rather than getting clients. And then that's why people go three months and they're like, Hmm, I have nothing done.
Okay. I have no clients and I just focus on fulfillment, but I have no one to actually do it on. So I'm going to quit my agency.
This is the biggest, like most embarrassing thing I've seen people do. And it's just a beginner thing. quite frankly and i tell you guys it's straight up like don't do that genuinely like i've seen so many people fall down that trap so don't do it understand what funnel and lead collection process you should use for your ads for your client so again My best recommendation, because you guys are all in different spaces, it's hard for me to give you one perfect path to follow, is show up to my weekly call I host in the school community and maybe ask me.
That's probably the best thing I can tell you guys. And then lastly, have your reporting plan written out so you're actually ready to go. So when you have clients or for your current clients, you know how often you're going to be checking in with them, giving them some updates, et cetera, et cetera, to keep that really strong communication.
Lastly, heading to lesson three is we're going to talk about, I believe, AI color comparisons. really how to all set it up and so on. So that being said, I'll see you guys in there.
Alrighty, everyone, welcome to lesson three inside of module six. In this lesson, we're going to be covering AI color comparison and AI color setup. So how to actually do this for your clients.
Obviously, we've already covered the ad portion by now, and a lot of it is in the school community you guys have access to. So that being said, let's jump into it. So we're going to be covering what is the best AI voice agents on the market right now, because this is ever changing.
And actually every free course I've done that has changed from software to software to software, but I'm pretty happy to announce that I think the software I'm going to be announcing today is going to be the forefront runner for like the next probably a couple of years at least. And actually it's technically the same as last year.
So it's the same, but it's just changed how it's actually now set up. So a lot of beginners, it's a lot easier to use than last year. Cause last year it was kind of, it was very technical.
So this comparison will be based on speed, stability, pricing. ease of use and works inside of go high level. So the big thing here is obviously we want these AI callers that we're going to set up for even ourselves and our clients.
We want them to be fast. We want them to be stable. So they're not always going out.
It needs to be a good price, probably pretty cheap. And then always has to be easy to use. And then inside of high level is the big part because over the past couple of free courses I've done on this, just on my channel is.
every single time there's like some weird connector zapier back and crazy automation system setup you got to use for it now it's so much easier because it just all works and syncs inside of go high level which obviously you guys are using so the first option is retail ai and this is what i recommended last year i actually met the founders in san francisco um they make a ridiculous amount of money and i did a whole trip down there to go meet everyone because obviously i have a lot of clients in my agency who uses them and they're really good okay like the Pros on it, as you can see on the left here, is it's very easy to set up.
You know, it's fast communication, everything on results. It's on calls. It's really good.
It sounds really good. It's probably one of the best sounding AI callers. No monthly or platform fee.
So it's only pay as you go, which is really nice. Only bills you when the call connects. So it's like if you make a call and the person doesn't actually pick up, it's not going to bill you.
And it's very cheap as well. So it's like 7 % or 7 cents on the minute. So sometimes that can change depending on what GPT model and stuff you're using.
But yeah, the cons of course is like some KYC verification, outbound cap of 20 default calls per at a time. Interruption response is in that instant and then other platforms outside to manage at a high level. So the big thing I'm trying to make...
as far as the point here goes, guys, is Retail .ai is actually now partnered with GoHighLevel. So it's kind of this slide here. So last year I was just showing retail and I was showing how to use the platform and we had to use some really kind of confusing connector to get everything through.
But the big part is now is since it's all native inside of HighLevel and they've made a partnership, when you make an AI voice agent inside of GoHighLevel, it's essentially retail, but just so much easier to set up. And it's still all the pros because you don't have to go. through all the KYC process and all that stuff because it's already in high level, right?
So it's just going to sync and call directly off of your high level number, you know, that we've already bought, we've already set up. And it's the same number you're probably texting off of as well. So it's not like you're calling because last year it was kind of weird where it's like, you'd have to buy a number on retail and you'd have a separate number instead of high level.
It's like you're kind of calling and texting your leads off two different numbers. Now it's all centralized. It's very easy to set up.
It's all embedded. It's very easy to in the automations and workflows to make triggers for this. And I would just say overall, it is way easier.
Okay. So kind of like as a summary, these are all the different platforms out there. 11 Lab, Simflow, Bland, Vappy, Retail, and go High Level Voice.
Retail, in my opinion, takes the winning throne. But the fact is, is now that Retail has partnered with High Level, there's absolutely not a doubt that using High Level Voice is definitely the best for yourself, for your clients, because it's the same thing as Retail. It's just all centralized and you don't have to be very technical to connect it all.
Okay. The only reason you'd use the Retail platform separately is if you're like a very technical coder developer and you want like small things tweaked, you could maybe do inside the platform. that just high level doesn't offer, but.
That's like, honestly, so small of a percentage of people watching this video. And it's just like, even in my agency today, all of our clients have now been migrated all over to GoHighLevel Voice, which is super cool. The other platforms though are good.
There's some pros, cons. You guys can see it on the screen here. Vappy, I also met down in San Francisco.
I met their team, was in their office, interviewed the founder, Jordan. Great guy. They have an amazing product as well.
There's just a couple of things where I think retail does beat them. Obviously, now it's inside of HighLevel. So Retail, GoHighLevel is the best AI voice agent on the market right now, hands down.
let me actually go through life setup with you guys. That's probably what you guys want to see. So what we're going to be covering is number one, preparing the business info.
So what I mean by this is if you're setting this AI agent up for your clients, you want information and you could probably even use an AI out there like ChachiBT to literally scrape your client's business public data around like when they're open, FAQs, everything about their brand. And this is what you're going to help feed into the AI caller.
So it already has like a knowledge base off your client's brand, which is super important. We do this for all of our clients. Next is building the conversation using Carson's AI caller GPT.
So I've actually already made a custom GPT you guys can just import into your open AI account that is specifically for AI callers. And I've built this off a ton of trading or training for all of our clients.
And it's just set up to where it literally just questions you based off like what you want to have set up. And then it generates you the entire prompt for your client or for yourself, which is super easy, which is dope. So next is me creating your AI voice agent inside of high level.
You don't have to use a connector. It's very easy to set up triggering AI calls automatically inside of the workflows inside of high level. So if you ever want to set that up and then you know, log in call results inside of your pipeline, reviewing scripts, resources, et cetera, testing and launching your AI caller to make sure it actually all works.
And then reading call results, adding and fixing prompts. And then lastly, what happens when booking fails? Okay.
Always have a human there. So let me jump us at a high level and I'll show you guys everything. So once you're in your high level sub account as so, and this is probably going to be for your client.
So again, to like reiterate here, I'm going to switch to agency. If you just show you guys, you're probably going to be making your own client sub account. This is the value of high level is we're going to have our own sub account for our own agency and our own business to keep our own stuff organized.
But for each client you have, you're going to make them their own sub account. Okay. And you can make a snapshot for them.
Actually, funny enough, I'll show you. you guys this right now. I already showed earlier, but I'm gonna have to blur a lot on the screen as I show this.
But down here, I actually already have every single snapshot for probably every different niche out there. So HVAC, handyman, law firm, real estate agent, restaurants, chiropractors, bookkeeper, mechanic, dental, electrician, gym, accounting firm, landscaper, life insurance, mortgage, med spa, personal trainer, plumber. yoga studio bankruptcy lawyer you guys get the point i have every single niche pretty much a snapshot for them so when you onboard clients you can literally just import the snapshot i've already made that's custom to their entire business and it will get set up so again this is inside my school community so you guys will have to join this to do it like it's just there's no way around this um and it's just way too much value to be giving out obviously just like on a youtube video like technically it's still free anyways because you guys get access to this school community by just using high level with my link in the description But if you guys run into any issues with it, you can just show up to my weekly call and ask me there as well.
So overall, that's really the big thing. You guys want to make sure, number one, you have a sub account created for your client. This is where everything will be synced for them.
So once that's done and you actually switch over into it, you're going to log into it and then you're going to head down to the AI agents section right here on the left. And then you can go to voice AI at the very top. Okay.
This is where you're going to build all of your voice AI agents. And I can even like do a demo with it, I think real fast if I wanted. So like, let me just do this.
You guys can hear it. Hey there, welcome to 2027 free snapshot build account. I'm your AI assistant.
I can book appointments, answer questions and take down details. What would you like to try? Hi, are you able to book appointments pretty much and qualify leads that come in through Facebook ads that I run for my clients, not only on Facebook but also Instagram?
And as leads come through, you call them up, qualify them, and book them directly into my Go High Level calendar? Got it. You're looking to have leads from Facebook and Instagram contacted right away, qualified, and then booked straight into your Go High Level calendar.
I can definitely handle the booking and data capture part, and I can call leads as soon as they come in. So you guys get the point, right? Like that's a quick demo.
You guys can ask it like what it can do, et cetera, et cetera. It's very, very, very good. So there's a lot of templates I think out there as well.
You guys can explore them. So like for different niches, I believe there's like a ton of stuff you guys can look up from different agents like HVAC. I saw this real estate services, et cetera.
Honestly, it's best just create from scratch is the best thing. And then you want to just click flow. Well, actually probably for a lot of you guys, it's just going to be custom agent.
This is a little bit more if you're advanced and you, you know, you want things kind of like a little bit more. specific so it's it's good but custom agent like this should be fine And then we'll wait for it to load.
And then essentially, just so you guys understand how this all works, is this is where their prompt is gonna go on the left. So inside of the school community, you guys go over to classroom here, go into the AI fulfillment training. I will link the actual GPT and it should be in the resource library right here as well.
I will link the GPT you guys can use to actually prompt this because it's just a GPT that I've already made for you guys that will help pretty much prompt your entire AI caller for yourself or for your clients. And it also like help you and kind of assist you when it comes to like, scraping their business information online so you can feed that as a knowledge base that would go in right here, et cetera.
So you can always create a knowledge base for your client. And then essentially you can add everything in that we scraped online from them or any intake information that we got inside the onboarding funnel to put right in here, which is super, super, super nice. And you can upload through a ton of different stuff as well, which is kind of dope.
That's we're gonna put it in here. We have welcome message at the bottom Just make sure it's just like hey first name or hey Is this first name is usually what we start out with you can name the agent at the top You can use different GPT models as you can see all the pricing up here. So this is like super cheap This is what four seconds on the minute or four cents on the minute If you guys want a little bit more expensive higher quality stuff, obviously like Luna up here is pretty good I think a lot of our clients right now are on five point five point one So yeah take with that as you is and then also GPT 4 .1 but once that's done right here you guys can even like deploy it and test it yourself right here so you can like call it yourself number pool assign it a number so the number you guys bought inside a high level you'll sign it right here and then if you guys also want to set it up with chat widgets as well you can don't don't recommend that honestly make sure it's all working hours so 24 7.
And then that's pretty much it. You can even talk with it right here on the right if you'd like. So choose phone call, boom, and it'll just call you.
And then you can test it. You can kind of just like keep going through until you really like it. There's some other small settings in here as well.
So if you go like post call, we can see contact news, reporting, outbound settings. You would just need to enable this inside of your agency settings like so, and then you're pretty much good to go. And that's really the entire.
high -level setup process once you have that done and you've actually set up your agent here you can go into any automation you'd like and then you can click create workflow let's just start from scratch and it could literally be like um let's say somebody add trigger let's say somebody like books an appointment right so let's just say that's it and you could like filter for the calendar you can add right here like ai caller Oh, right here at the bottom, right here.
So voice AI, voice outbound call. So you could literally do this here, connect it to your agent that you just created right here. And then you can select the phone number you want it to call off of.
And then it's just going to call literally the second people book an appointment. You could make and program and prompt this entire AI agent to just qualify and make sure they're going to show up to the call. That's it.
Like that's how easy and good this stuff is. And that's personally why I think like honestly, high level voice and high level in general has been one of the leading AI softwares and CRMs out there just with what they're releasing because... Nobody else in the market is making it this easy to use, which is super, super convenient, super nice.
And you guys can just leverage all the snapshots and stuff I give away inside here as well, which will be good. And there's some more really in -depth trainings on how to actually set up this AI caller in here. But that's the baseline fundamentals of what you have to set up.
It's not a complicated coding process. Like what I'd recommend for all of you guys is when you go into your AI agent, you go into your voice AI right here. You should go to your agent list, go in here, edit your agent and just prompt it based on my GPT and literally just talk to it on the right.
until you think it's perfect for what you like. Just have it keep calling your personal phone number, talk with it and test it until you're fully happy with it. And here's the best part about this, guys.
Once this is done, you can make a snapshot from the sub account of like the first client you fully set up and then you can templatize it and just give that to all of your future clients. So everything's already like templatized and set up. You just have to go in and fix the minor details like the knowledge base that's gonna be different for all of your clients based on their business information, et cetera, which is super, super convenient.
So that being said, let me have. back over the slides and we'll get through this. That's pretty much everything on this entire kind of like page I wanted to cover with you guys here.
Obviously you can go way more in depth of this stuff and you can always chat with high level support around questions you have for it. But this is what you're going to set up to call of your client's leads. So you just make automations.
So it's just like I showed, maybe somebody books an appointment with your client, you have boom, AI caller is going to call and confirm the appointment and qualify. They'll show up like that's how easy it is. And you just prompt that entire AI calling agent based off that outcome.
So that's really the whole thing there. And then also as far as just a couple other things I want to cover here with you guys is your go to live checklist.
So just make sure. You've actually tested this system yourself before you launched this for your clients. So it's actually good.
You like it. The funnel works, whatever the ads are, everything's set up properly. Like make sure everything inside this entire module I've talked to you guys about, you have done what's called the dry run of it.
Okay. So you've tested it yourself. You make sure it's good.
You've monitored the calls after launch. You see how the conversations are going with your client's leads that you're generating. Do everything.
Okay. And like, even you, if you really wanted, you could set up these AI callers to not just call your client's leads, but act as like a whole receptionist for their business. Okay.
And that's like, I know people that have charged literally 10 to $20 ,000 to take over an entire med spa or a dentistry's front desk receptionist just with this AI caller. And the best part is the tech is only getting better as the days go on.
So like, as you guys are watching this here right now, as I'm filming this, it is probably sounding way better with the time you're watching this than when I'm filming this right now, which is how fast this stuff is moving, which is super cool. So your homework after this module is make sure run test calls for every scenario passes.
Again, it's hard for me to get very specific with you guys inside this video here because of the fact that like you guys are all in different industries. You guys are all probably setting up different clients for different purposes and use cases and just everything is probably different as far as your goals.
But that's like the very basic overlying fundamentals of what you should do. Next is check your calling recording data and rules for your client use cases. And the last thing is heading to module seven, baby.
So that's the entire client fulfillment section. And yeah, I'll see you guys in the next module. Let's go.
All right, guys, welcome inside module seven. Inside this module, we're gonna be talking about scaling your agency and hiring a team. So obviously this module is a little bit more advanced.
We're gonna be talking about some things that are more applicable once you're at the 10, 20, 30K a month range. And I think this is good to talk about because you wanna see what your agency is gonna look like at these stages. And if you're watching this and if you're not making, let's say 10, 20, 30 grand a month, and you're just making maybe $0 a month or maybe a couple grand a month, look at this as inspiration.
But again, I'm gonna reiterate this just like I did in the client fulfillment module. something you guys should spend all your time looking at okay you guys need to go back to the modules where i talk about how to get clients how to fulfill for them once you can repeat that and do that enough to get to the point where you need to build a team this module is going to be super important but take this as inspiration and if you're already at these numbers then listen up because i think it's going to be really important as i've learned these things and i'm going to hand down some lessons scaling to these numbers so In this lesson, number one, we're going to be talking about scaling client acquisition.
Number one, scale the campaigns that are already working. So really, this is going to be important when it comes to actually how to go from, let's say, 10K a month to 50K a month to 100K a month. Next is going to be testing new creatives, audiences without changing everything at once because you don't want to do that.
It's just going to go kind of like haywire if you do. Next is going to be building trust with content. This is super important.
And the next is going to be adding referrals and partners. So let's start with the top one, which is scale the campaigns that are already working. All right.
So what I mean by this is like, if you're ROAS, on your ads that you're running for your agency is at like a 3X or above, I think you need to be spending more money, okay? So like that means you spend 3K a month on ads and you make 9K a month back, right?
That's a pretty healthy, good return. Yes, a lot of your marketing budget is going to ads. And I think you should always optimize for the highest ROAS.
And that should go without being said, like you want a 5, 10X, 15X ROAS. I know people that are above that, right? And they're very, very profitable.
And that's how you see the ridiculous profit like from the agency is at those levels. or off backend revenue, okay? Because the most expensive time, I guess, to acquire, or really the thing that's going to kill your margins the most is your own marketing cost.
And if it's kind of expensive to acquire a customer, like it comes back to the CAC versus LTV. Like, you know, if your cost to acquire a customer is $2 ,000 and your LTV is $3 ,000, it's like you're working on really thin margins. You know what I mean?
So you want to like... really double down on anything that's above a three X ROAS. Okay.
Any client, any campaign that you have for yourself. And if you're below that number, I think you need to do, go back to the drawing board and go look at more ads that you can make. Okay.
And that's going to kind of lead into the second point here, which is testing new creatives and audiences is probably going to be the key for you getting to the five to 10 X ROAS range, right? I've seen very few people go off the rip and immediately hit those numbers without a lot of testing and a lot of like almost being creative.
Okay. And I see most, people that are at a 5x rise or above run video ads okay but it's also a higher barrier of entry to make succeed image ads anyone can kind of do them i've showed them throughout this video like it really only takes 10 minutes to make some on ideogram prompt it with chat gbt give it to ideogram boom you have four ads right and that's just really coming down your offer and it's very offer centric but video ads allows you to really speak to your ideal customer and the cool part about video ads too as you scale and this is going to be also very important is you get to start almost quantifying for the quality that you want through your funnel.
What I mean by this is like when you run an ad that says pay per result or real estate agents get 10 listing appointments in 90 days, you are appealing to the person that finds 10 listing appointments in 90 days like a lot. But there's realtors out there who have 10 listing appointments come on their calendar, like every two days, every three days.
And that person is not clicking on your ad because that's such a low bar for them. It's kind of like if you went to the guy who makes a million dollars a year and says, watch how I can make you an extra $10 ,000 a year. He doesn't care about an extra $10 ,000 a year.
Okay. He wants to make an extra million dollars a year. So it's just different.
Like when you say you, when you use certain marketing language, you're going to appeal to a certain person and you're also going to exclude another person. As you scale your campaigns, I personally believe it's better to go up market as you go. And as you get more experience, meaning you work with kind of the, I always say this, the bad clients are going to fund the good clients.
And that's like how it always goes. Like initially you're going to work with clients and your agency at first who probably kind of suck. Okay.
They're probably pretty bad business owners. They're just taking a bet on you. Just like you're taking a bet essentially on them to be a good client.
And they're probably not. But as you get more experience, you're going to start to see commonalities between the clients who do well and the clients who just are kind of bad. And a lot of that comes down to like just.
overall business, like I guess time in the game and also like action that your clients will take. Like I've had clients that literally will not show up to appointments I generate for them. And there's a reason why their business is on the verge of bankruptcy.
It's just because they're bad business owners and they're lazy. And that will happen, right? Like I've said throughout this entire video, as an agency, we work with clients.
It's actually a relationship. It's a 50 -50 relationship. It's almost as if we're going to like a friendship or like a marriage, for example, right?
As crazy as that sounds, because we need both sides to contribute to become successful. We can't be the agency that's generating the appointments, but the client just doesn't show up to the appointments and they blame us for it, right? Like we're doing our job, we're giving them the baton, but they're just dropping it.
So just know that's important to understand. But last point on like the testing creative stuff is audiences. What I mean by this is there's three key audiences I test today and the third one is probably like the most successful for me right now, which is you have broad targeting with your own B2B ads, you have interest targeting, and then you have lookalike audiences.
Now... Interest and broad are self -explanatory. Broad means you have no real targeting setup.
Interest is you make like five to 10 interest stacks that you put in your ad set and you try to target those. And then lookalike, what that is, is what you would do in this situation, and this is what I've done, is like I take a big list of all the clinics out there, all the stem cell clinics I work with or all the stem cell clinics that do above a certain amount of revenue.
I scrape that list and I've paid. someone a thousand dollars to do it. It's very expensive.
You could probably use AI to do it for you. It just might not be as like high quality of a job, but you just essentially upload this big contact list of all these different people in your niche into meta and you make a lookalike audience out of it. Meaning you're going to try to target people that are a lookalike to this type of person.
Meta's algorithm is crazy. I'm not going to explain the details on how it can like trace back to like each of those people and find similar people. It's weird how it works, but that's actually some of the best performing campaigns I've seen work today, especially in the B2B environment when you're running ads to get customers.
I only think you introduce the look like audience stuff if you're spending like over $150, $200, $300 down ads for your own B2B ads. If you're spending below that, stick with broad, stick with interest. I think it's just a little bit easier and so on.
So again, it's just going to come back to testing as you want to scale. Next is building trust with content. So Make an agency YouTube channel, make an agency Instagram account, post content on there, not for the only sole purpose of getting clients, but for nurturing.
Okay. So what I mean by this is when you have somebody book a call with you for your agency, you want to send them resources, assets. And I always like to say.
Different people like appeal to different marketing language. Some people might wanna listen to something like a podcast. Other people like to read.
So they like to read a big long email about what you do. Other people wanna watch live demonstration of you on a lucid chart, breaking down the exact system that's helping people like them. So like you wanna essentially cater to all different types of preference, if that makes sense, of what people consume as far as content.
So it could be reading, it could be writing, obviously. It could be listening. You wanna appeal to all.
all these before they jump on the call with you. Meaning you have emails that sent to them that nurture and educate them. The second they book a call between that time and the time they show up to the call covering all of the ways that people could consume content.
So ideally they click on theirs that they like, and then they go through it and then they actually understand it and making YouTube videos for your niche. You could just have them on lists on YouTube. Like if you really didn't want it to be public, um, is a great way to do this because they get to watch you talk about why you're good or why you're implementing this AI tech into this industry and how it helps them.
So by the time they show up to the call with you, they have more trust in you. This is like pretty high level knowledge stuff that a lot of people don't talk about in the agency space, but making content is building like a moat around your business. And it's stuff you can constantly repurpose and stuff you can add in into your marketing campaigns when you have people book calls with you and it will educate and nurture them before they show up to the call to hopefully build trust to increase your close rate.
Okay. Last thing is adding referrals and partners. So one thing we do for all of our clients is again, we work with, I work with a much smaller client base today.
It's a lot higher quality, but I've actually gotten two of the clients I work with now from referrals from the really good clients I've worked with. And this is mainly giving an incentive for them to refer people. So if you have a client, get really good results.
Some people are like, oh, I don't want to refer my competitors. And that's like fair. But like a lot of times, like if you work with realtors, for example, they can only work within one radius, right?
Because they're only licensed in this state or med spas. Like they can only work with this amount of people in this area because, you know, otherwise people would have to fly to them. So it's like they might have friends or people they know, acquaintances in other locations they can't service.
And you can always give like a 25 % signing, like referral fee to a referral that they bring. So let's say somebody. A current client of mine says, hey, look, you know, I want to refer someone to you.
I have another med spa. That's your niche you work with that wants marketing. And you guys have done a great job for me.
Do I get a referral bonus for doing this? You'd be like, yes, we're going to give you 25 % of whatever they pay us initially. And that goes straight to them.
So if they pay you five grand, you give them 25 % of it, you know? So that's like an easy way of doing it. I think that's like, honestly, a non -negotiable.
You should do it. But you also shouldn't wait for your client that gets good results to like. offer this, you know, or like, say I have a friend that wants this, you should be open about this and you should actually pitch them on the idea of, do you know any friends?
Do you know anyone in your network that wants something like this? Because we'll give you 25 % incentivize them, make sure it's a good fit, et cetera. Right.
And then lastly, when not to scale. So I think people get into a very rough trap in the agency when a few things happen, either number one, they get a couple of clients and they immediately focus all their attention on fulfillment. It's a really big mistake and everyone I've seen even myself makes this mistake, but if you don't make this mistake, you will scale so much faster.
You should be focusing on acquisition as your main priority until you're making 20, 30 grand a month. Plus I've heard people say 50 to a hundred grand a month. I think it's a little bit far, but like 20 to 30 grand a month, all you're doing until then is acquisition.
And you want to know why? Because By the way, I'm not saying you don't fulfill on your clients.
Absolutely fulfill on your clients. But just know you're going to get stretched. Like you're going to hit a point where you're like, I have no more hours in the day.
I'm literally burning myself out. And that's a good thing because. At a certain point, you don't have enough money for good talent yet.
Yes, you could get some VAs in overseas and that's very cheap, fine. But if you really want good talent on your team to actually help you, and I'm gonna talk about this in the hiring section, you have to have a budget, right? You have to have that capital to actually deploy and hire good people because good people don't want 1K a month, 2K a month.
Good people want more. So if you wanna be able to afford those people to actually elevate your business, you've gotta make more money first. So I really do think like you should.
not scale. If you're hitting a point in a bottleneck where you're making 20, 30, 40, 50 K a month, but it's just you doing the whole thing. And it's like, you have clients asking for refunds.
You're like totally stretched out your calendars. Like you're juggling sales calls, this, this, that, like that is horrible. And you need to eventually realize that like, you've hit a little bit of a ceiling.
You have to start introducing people on your team in order to scale to the next point with sustainability, right? Cause nobody wants to hit that one big month of you making 50 grand or a hundred grand, whatever. But then you drop down to 20 grand the next month.
And that's always something I've been aware of and I've actually avoided within my business career, I'd say for the most part. So yeah, that's that. Your homework.
So pick one acquisition channel to scale, right? So a lot of you guys, pretty much 99 % of you guys, it's gonna be paid ads, okay? Double down on it, make more creatives, test more, and ultimately just realize that like in order to hit the five to 10X ROAS range where you get the most profitability in your agency, meaning it's the cheapest.
Cost to acquire a customer it's gonna come for so much testing and trying to do things in your market that other people aren't doing so it could be making some really unique, good video ads and having some funny marketing in there. Or like if you work with med spas, maybe you literally rent out a med spa or a dentistry practice for a day or whatever and you film your ads in there.
I've seen people do that. Like get creative because that's gonna, is gonna unlock you at scale and you don't wanna go without that is what I'm trying to say. Ask your happiest client for one referral.
So again, if you're making... nine grand a month, 10 grand a month plus, you know, in that range, like you should have at least one client that's seeing some results. So, um, just know, by the way, guys, this is something I've heard from someone else out there.
It was actually a kind of like, I guess you could say a business partner of mine. Um, he said, there's something in the agency game known as the 20, 60, 20 rule, meaning 20 % of your clients are going to get horrible results. They're not going to succeed.
60 % are going to get mediocre results. 20 % are going to get really good results. And I think it's pretty true, honestly.
Okay. Like 20 % of your clients are going to crush 20 % of your clients are going to do pretty bad, meaning they're negative on your service 60 maybe at a break even or like a little bit profitable but nothing too crazy just know that as an expectation because that people have the idea the agency space is like 100 of clients are successful or 100 of clients are not successful it's that's not the case like there's a pretty fine line between it um once you have enough clients and that's kind of the data what we've seen next thing i didn't listen to i'll see you guys in there all right guys welcome to lesson two this is gonna be hiring within an agency 101 all right and i have a lot of experience talking about this because there's been points where my payroll was No joke, probably 50 or 60K a month recurring.
I owed every single month at the first of every single month to my team. And I was super not like, I did not need to have it that high. And I've just like, I had my team super bloated at one point.
I've been super lean. And I'm gonna talk about the experience between both. So let's talk about start by hiring the tasks that free up your time first.
And there's a certain way to hire in the agency game that I think is really important that I'm gonna talk about in order of operations, what you hire. Understand the job yourself before you delegate it. Look for people who align with your vision and values, not just experience.
and actually how do you like define that? Because I always heard people say that when I started out in business, I didn't understand what they meant though. Hire from specialized platforms based on the role.
So I'm going to talk about what I've seen work best for each role. Use test tasks or trial projects to evaluate real skills before you hire them. Lastly, prioritize attitude, reliability, and communication, sometimes over the skill.
Because if somebody's not communicating with you well and they're not a fit, then it doesn't matter how good they are. They're just not going to mesh well. So let's start at the top.
So the way you hire an agency, I believe this is the order of operations you guys should hire. And just for some context, here are the different roles you would hire. hire a VA, okay, to do some very basic stuff, onboarding VA, you know, you can pay this person a few hundred bucks a month from the Philippines or something.
You can go to a platform, it's called onlinejobs .com to find people like this. Maybe that's like one of the first hires you make, which is like a VA. Second would be like a media buyer, okay?
So this is someone you pay one, two, three, four K a month in that range, depending on how many clients you work with. They could be part -time, they could be pay per client basis, they could be full -time, whatever it is, how many clients you have. This is someone that's going to manage and run all your clients' ads.
The third thing is what's called the CSA. So this is a client success manager. This is the person that takes all the onboarding calls, all the check -in calls, does all the communication.
So your media buyer would ideally be directly communicating with your CSM at all times. So the CSM can always relay any data, anything new to the client on the ad side. And then really that's kind of like the client facing hires that you would make.
And honestly, the VA is not client facing, but it is because it's going to kind of help you and just streamline some of the process. So you're not in the weeds with some like repetitive tasks. Now, when it comes to the sales end, you're going to have setters, closers, sales managers.
Those are the three big hires you're going to make. Now you're probably asking Carson, which ones do I hire first? Let's say I'm making five, 10, 20K a month.
What do I hire? I always think it's way better to hire the backend out first than the front end. Because if you hire the front end out first and you hire all your salespeople, so you hire setters, closers, et cetera, and they do a bad job, your revenue now goes from let's say 20K a month to $0.
And now you've got all this like client work on the backend you're trying to do. You're still in the weeds there. It's like you're taking your eyes off.
off the front end, which is actually the most important thing in your business up to the seven figure a year range, honestly. So I personally recommend you hire from the backend first, meaning you are going to go hire maybe first a VA and a media buyer. Okay.
That's like an onboarding VA media buyer. Those are going to be the first couple of hires. You can do that all with like a couple grand a month.
And that is going to make sure you're not in the weeds on your client ads. And a lot of the onboarding setup stuff, maybe the high level account setup, the sub account setup is all done by a VA. You pay like three to 500 bucks a month.
Okay. Just find someone who's skilled with high level. And there's actually some people inside my school community who actually do recruiting for this that probably could connect you.
So if you just make a post in there, you'll see it. So that's that. And then eventually once you're making, let's say 20, 30 grand a month, you can hire a CSM, which is someone you'll pay three to like 7k a month in that range who will come in and do all the client facing stuff and actually have checking calls, onboarding calls, et cetera.
Right. And do all kind of like the communication over whatever platform you use. It could be Slack.
It could be. you know, WhatsApp. Actually, my recommendation is depending on your niche.
So if you work with like realtors or blue collar, texting is probably best. So just in your go high level sub account, that's where you're just going to star all their contacts that are all active clients. And that's where you do communication just over text.
I don't think email is the best personally. I don't think it is. If you work with a more white collar, I believe is the right term.
So it's like dentists, doctors, lawyers, higher level people use Slack. We use Slack for all of my clients today. So that's really how I'd be hiring out.
And then eventually once you're kind of like, fully out of the backend, the backend runs itself. You're kind of good.
You're just taking like the leadership calls there. Um, you'll eventually go higher the front end. So that means you're going to be in the trenches taking sales calls until you're making 30, 40, 50 K a month.
Okay. I know guys that take sales calls and they're at 500 K a month still. Um, but they've just outsourced their backend.
Um, but they also charge a lot. So it's like they make a lot per customer. So it's not like they're taking a hundred sales calls a day.
You know what I mean? Um, Next is understand the job before you delegate it.
So this is something that I really struggled with at the start because I never understood how these big fortune 500 companies were hiring all these people that were quote unquote better than them. You know, like you always hear that, which is like, you want to hire someone who's better at the job than you. And that is true, right?
But also at the same time, you can't spot talent initially if you've never done it yourself. And I'll give you guys this example. Let's say somebody comes to you and says, I can run ads for yourself or I can run ads for your clients, right?
If you've never ran ads before, how are you going to know with what they're telling you? is like kind of BS or not. You're not.
Like it's honestly really, it's gonna be really difficult and you're probably gonna make some horrible hires because you can't sniff out if this person's good or not because you've never done it yourself. It's like the example of like, it's like me teaching somebody how to ice skate, right? Like let's say someone's coming to me and I'm like, yeah, I can teach you how to ice skate.
I just watched a few YouTube videos on it and I've never actually done it myself. Well, that's gonna be pretty hard, right? Because it's a completely different thing than...
doing it versus actually just studying it. You know, it's like, there's the example of like the guy who gets in the boxing ring and does one fight will beat the guy who spent 10 hours worth of research on YouTube of how to box. You know, it's just the truth.
Like you're going to learn through experience. So like understand the job before you delegate it. That means the first three, five clients, you close guys in your agency.
do the fulfillment yourself. Okay. I know it's going to suck.
I know it's going to be a headache, but trust me, you're going to make so much money, more money in the longterm. And you're also just going to like save so much headache. If you do this rather than trying to hire people that just are probably wrong fit.
Next is look for people who align with the vision of values. These would be people you mesh with ideally, like my team today they're cool like i literally like we have we we make jokes they're all kind of actually similar to age like the oldest guy on my team is maybe like 32 33 um and like we're all like boys honestly like we're all like a family to an extent you know like a digital family like obviously i've actually met a lot of my team in person but you get the point you know it's just like truthfully i would um i would really look for people who you can mesh with maybe as an exception a va Like if a VA, yeah, like from the Philippines or something, if you don't mesh with them, like as long as they can do your job, fine, just get along with them, et cetera.
You know what I mean? Next is hire from specialized platforms based on the role. So when it comes to sales roles.
I have seen not good talent come from Upwork, online jobs, LinkedIn. I've not seen good talent come from there at all. I've seen the best talent come from network referrals, sales gurus, people who sell courses on Instagram for sales training, high ticket sales.
A lot of good talent comes out of those people. And the cool thing is, is these sales training gurus that sell the courses on how to learn sales or whatever, part of their deliverable inside their course for a lot of them is actually placing this closer that they train or the salesperson they train on. an offer.
So sometimes if you reach out to them, they'll literally place people in your agency for free for you, or they'll charge you like 500 ,000 bucks, whatever. But personally, the best people I've ever seen is from recruiters. And I have recruiters in my network.
I share some of the recruiters to people inside my school community if they're like already scaled up high level, especially if there's people that I just one -on -one mentor, I kind of give you guys my network around this stuff. So yeah, just make a post to my school community. I may give you somebody.
And if you're already like, I guess if you are using me as a one -on -one mentorship, if you've already... like don't know that because they do that with a few people inside the group then yeah i mean you guys should already have access to that next is use test tasks or trial projects to evaluate real skills so really what this means is like when you're hiring somebody onboarding process ask them to do the job like before you hire them so if it's a salesperson do a mock role play call with them before you hire them if it's a media buyer have them make ads for a certain client that you have like and give them some context on everything, of course, so they know how to make it.
But just see what they do, see how creative they are, see what their skills are like, et cetera, before you hire them. It's the best way to see if they're worth hiring or not before you hire them, you know? And then lastly is prioritize attitude, reliability, communication.
This all kind of goes into hand with like, you know, people who kind of just like mesh well with you and align with your vision and values. So just make sure like they are like an upbeat person, right? And like, I personally, I hire workaholics.
I hire people that are like genuinely They love work. They're willing to wake up every single day and want to push for that next goal.
And I, as a leader, I have to try to push that, um, as best as I can, you know? So it's like, for me, that's who I hire. If somebody is lazy and takes weekends off, like this is gonna sound bad, but I probably won't hire you, you know, like a very rare exceptions.
I will. So honestly, I just think this is going to come down to preference and you guys will have to decide that for yourself. So your homework, uh, if you guys are at the stage where you're already making money and you need to hire people, hopefully that helped what I just said.
Cause that's like, Some absolute sauce and some game. I wish I heard when I was starting, but if this is not at where you're at yet for the future, maybe write this down.
Go to job posting sites, post job posts for whatever you want. So it could be like a media buyer, VA, onlinejobs .ph. Go collect applications if you want to go hire a person like this.
Use the minimum of 10 interviews per one hire rule, okay? I will interview 10 people for a certain role before I hire that one role. Regardless, if I think the second interview I had for this role was absolutely killer, okay?
It's just like, I have to do this. It's a rule for me. Next thing is heading to Lesson 3, so I'll see you all in there.
All right, guys, welcome inside Lesson 3. This one is going to be talking about transitioning from an operator to a CEO, which is really how you get out of the day -to -day and you really go for... making the right moves on the chessboard where it's like you actually work a lot less, but your decisions matter a lot more to drive the company forward.
And I'm not going to try to spend too much time yapping about this because I just don't think a lot of you guys are at this point, but I think it's cool to maybe listen to or watch if you're not here yet, or if you are, it will be helpful just so you could future pace a little bit. So let me just go through like a few things here, which is number one, shift your focus from daily tasks to vision, leadership, strategy, delegate and execution with your team and trust them to deliver.
This is a really... hard thing that I had to learn and I had to understand. Build systems that run without your constant involvement.
This is so key. Spend your time on growth activities. This is partnerships, big decision and scaling.
Then avoid burnout in a high growth agency. So set clear work boundaries, prioritize rest and recovery. I'm going to be clear on like what I'm saying here.
Like guys, I probably work more than like majority of people out there. Like I genuinely just love work. It's like, it's like home for me.
I honestly, like, I hate, like, I don't hate saying that. I love saying that, but it's like, it's kind of embarrassing to say for a lot of people. people to hear that it's just like dude what like dude work is like i i just enjoy it i love the game like this is why i do it i i just i wake up every day and i'm like it's like a video game for me you know so it's like other people will treat this differently but i'll start at the top here which is shift your focus from daily tasks to vision leadership and strategy i don't think this is something you can really do until you're honestly at like 50 100k a month so um if you're below this number just understand like you should be in the trenches you should not be trying to do this stuff yet um or if it depends on your guys' goals too like People have different goals.
I never want to shame anyone for their goals. Some people just want to make 10K, 20K, 30K a month. Profit, call it a day.
That's their agency makes it, but they want to go chill on the beach for the rest of the day. If that's your goal, then get to that point, figure out how to sustain it, and then start actually shifting your focus from the daily task to your vision leadership. Because if you want to just sustain where you're at, that's completely fine.
If that's your goal, if you've hit the goals you want, you want to just sustain that, then optimize your life around that. Truthfully, guys, I honestly think this is probably, I don't know, a lot of... people who are making millions of dollars a month or whatever like the you know billionaires would disagree with i'm gonna say here but like just from my perspective i think there's a very small difference between making anything more from like 30k a month to 50 100k a month and more like your life is going to be the best at 30 000 a month profit i think anything after that your life doesn't change that much like you can have the car you want you can have the watch you want you can have the house you want you can live without really looking at the price on most things like um maybe people say that's like bs but that's just what i've seen okay So like just understand what your goals are and like delegate around that.
Next thing is delegate execution to your team, trust them to deliver. The hard part about becoming a CEO, I'd say rather than an operator is transitioning from that is you have to like be willing to like get out of the day to day. You have to be willing to trust this work with somebody you hire and have full conviction that they will actually do it.
Now, yes, you should support them. Yes, you should help them. And yes, you should check in with them, have calls with them and train them to get there.
But you eventually have to just get out of it. Okay. Like you have to just believe that your team is doing it and you have to just have conviction, assuming you have conviction over this person actually letting.
do the job and you don't get in the way it's a hard thing to let go of but it's actually like very very important next build systems that run without your constant involvement one of the best hires i've ever made is actually just a tech specialist to come into my business and i think i paid him like 10 grand um but like he came in he looked at every single way we were working inefficiently in my agency he came in and he just like optimized everything like with all these systems all these crazy systems he uses on the back end like I'm telling you, it saved so much time and headache.
Like this is a great little like hire to make. And I have my main actually ad developer could probably do this for you. He's done it.
He does this for me to this day still. His name is Emmanuel. So you guys will meet him in the school community.
He hosts a weekly call. He's very smart around not only AI callers, but everything AI tech related. So for that, like he'd be a great guy to hire there, but you guys have access to him inside the group.
Next is spend your time on growth activities. So this is really just like big decisions, scaling. When you're at the 50, 100K a month plus range, your goal should be just like, how do we take this current vehicle we have?
And then let's say your goal is like, we're going from 100 to 200K a month, right? Like map down the math on everything of like what needs to be done. Look at the data and see what you have to do or what hires you have to make or what ad spend you got to go throw in to get to that goal.
All of it's going to come down to the math. Like genuinely, when it comes to scaling, it's almost always like. you're able to work the math back on it.
So it's just definitely something to look at. Next is going to be avoiding burnout and high growth agency. So agency business model is I think one of the best business models to get to a few million a year profit.
I think anything beyond that is a headache. Okay. Honestly, I don't think it's worth it.
And I think that's where you have, that's personally why I have found a lot of enjoyment through other ventures like this YouTube channel. Obviously I post on here, obviously I've monetized it. But like I've used to sell a big program that was expensive and everything, but now it's just really through affiliate.
So it's very like you guys get a win -win from it. Like if you guys don't see success with high level, you like. I don't see success with it because you don't pay the platform, AKA I don't get a cut.
But like, honestly, at a certain point, you're going to realize the agency is like, it is where it is. If you want to keep scaling it, it's just like, is the juice worth the squeeze? And that's personally why I focus so much time on YouTube and other stuff today.
Cause I genuinely enjoy it. Like I love doing crazy challenges, like working at McDonald's for a couple of weeks and like taking that money, starting an agency and seeing success with it. Cause like nobody's like doing that.
And I'm also just like a creative person. I genuinely enjoy making content. So it's like, um, at a certain point you're going to have to ask.
ask yourself, do you want to keep doubling down on this vehicle? Or do you want to also do other things alongside it? Or do you want to just coast?
No shame in any of it. But I've always posted on YouTube, so it's just easy for me to do it. And that's where I find honestly my rest, is posting on YouTube and doing this stuff.
Because my day -to -day actual work, I'd say I do, is running an agency. So yeah, take that as you will. But that being said, your homework is build a plan from turning an operator to a CEO by hiring the correct roles for your agency, like I've shown you guys throughout this entire module, how you should be hiring.
And I'd say overall, that's really the biggest things I wanted to say there. Obviously, for most of you guys, I bet you most of you guys watching this. video right now, you aren't at the point where you should be hiring like this.
So just take this as inspiration. Next is choose your next growth move. So fix one constraint, assign one owner and review weekly.
So we have so many, like we have a big Google sheet where we have like for the week, we have big all team Monday calls where the whole team jumps on and we assign tasks for every single person. So we review at the end of the week. If everyone gets these things done, the week was a success.
And that's like a thing we always try to push towards. And it's just like moving this big. bolder forward and it's like we assign everyone their own roles um and last thing guys is head into module 8 because that's really it here so i hope you guys enjoy this one i'll see you guys in Alrighty guys, welcome to module eight.
It's the last module inside this entire free course where I'll be covering the next steps. So by now you guys have everything you need to start and grow your own AI agency in 2027. Okay.
Absolutely everything. And this information alone would be easily worth five to $10 ,000. And I know people that charge this, this information for more than this amount.
Okay. And I've given this away completely for free. And that's not even including the resources I'm providing obviously for you guys that are in the school community.
You guys have everything. It's crazy, okay? And everything in this video is up to date for 2027.
And you can 100 % get results on your own with everything I've given you. But having mentors and a community ahead of you can help you get results faster. Hands down, this has been the reason I am as successful as I am today.
It's because I've been around the right people and I've had the right people in my ear, okay? Which is just to shortcut your learning curve, okay? Because everyone has it.
It's gonna save you weeks, even months of trial and error by focusing on things that have already been proven to work. Like look what I achieved in literally one year, okay? On the left, you guys could see I had zero clients.
And on the right, I was already making 10K a month. And this was when I was still 17 years old, right? And after scaling multiple AI agencies to multiple six and seven figures myself and partnering with over 400 active marketing agencies, I'm looking for something a bit different today.
Something on a more personal level, which is I want a group of people who I can personally go to with new ideas or concepts or business ideas or just different ways and new methods to scale your own business. And I want a like -minded community worth of people that are actually - inside and actively doing the same thing.
I want a group of people who want to build massive AI legacies, whether you're new to this or you're already making over $100 ,000 a month selling AI. You have the opportunity to join. And if you want to see success as an AI agency owner or anyone in the AI space in general, you're far more likely to get there with similar people who have the same vision, who are there to support you.
So for watching this entire free course, I want to give you one last gift. And this same gift is the same gift that has helped so many people inside of my group get wins, just like the ones you're seeing on the screen here, where I have countless case studies, interviews, and just like honest proof that this stuff actually works, which is I am running a big giveaway for anyone watching this video.
And the best part is you could join it completely for free. Okay. Where the winner literally gets a Rolex that I just spent over $10 ,000 to buy.
That's right over here on my right that I'm going to give away. And I'm going to fly out the winner to Seattle where I live to actually receive it. Second, place, we'll get a new Apple MacBook.
And third place, we'll get Apple AirPod Maxes. So the way you start is you click the top link in the description of this video and you get a 30 -day free trial for Go High Level. Plus an invitation to my private mentorship group, which again, guys, I don't have a $5 ,000, $10 ,000 course to sell you.
Everything I give away is completely for free for using a software you'd have to use anyways. And the best part is it's a win -win because if you don't see success in your agency and I don't give you enough to necessarily help you succeed, you cancel the software and I don't make any money. And if you're watching this after the 60 day event, meaning you've watched this after the 60 days of this video being posted, it's still running.
Okay. I still do challenges, events, monthly bonuses, new drops every single month. So just because this challenge ends, the community isn't.
And over the last four years, I've documented literally everything. And this is what I've used and I've given inside of my free group. And I'm 20 years old.
Obviously, you guys know me. And I am just getting started with everything you've seen here. This is just the start of what you're going to see from Carson Reed.
So come inside. Come get to meet me because I'm not this crazy guy that's like gatekeeping. It's like I speak with my viewers and you guys watching this channel all day long inside of there, okay?
And it's literally free to join too. So I'm super excited to see you guys all inside because the top link to join will be in the link in the description. Obviously the winners, you guys are gonna win some crazy bonuses and I'm so excited to give away that Rolex.
And thank you for watching this video. This took over three months plus to make and really put my heart and soul into it. And again, it's completely for free on YouTube.
So you guys can take this information, run with it, or of course go to the next level and join the group. And I get to meet you in there too. So all I ask of you is that you like this video, you comment what you enjoyed about it or what you learned.
Honestly, daily documentation or weekly documentation would be super cool. to see in the comment section below. And overall, subscribe to the YouTube channel because I'd love to hit 100 ,000 subscribers one day as it's been my absolute dream since I was a little kid.
And that being said, I love you guys so much. And I hope this video changed your life just as all this information has changed mine. And I'm so excited to meet a ton of you guys in the group and give away a Rolex and a ton of other crazy stuff as you guys saw.
But that being said, I'll see you guys inside the next video. Make sure to do these three things. And I love you guys.
And I'll see you guys inside the next one. Peace.
The Hook
The bait, then the rug-pull.
The pitch is a rebuilt free course: a 20-year-old agency owner says he would start differently today, then walks through all eight modules from niche choice to hiring. A Rolex giveaway rides on top, and the business model underneath is a GoHighLevel affiliate trial.
Frameworks
Named ideas worth stealing.
10:30model
Business model scorecard
Startup cost
Profit margin
Fulfillment difficulty
Deal type (one-off vs recurring)
Day trading, AI automation, freelance brand scaling, dropshipping and AI agency rated on the same four factors; the AI agency wins on all four.
Steal forany 'which business should I start' comparison
22:10list
Niche filter
Clear problem
Valuable outcome
Reachable owner who can say yes
Three tests a niche must pass before you commit three to six months to it.
Steal forchoosing a B2B market
26:16list
Write your offer
Clear deliverables
Client responsibilities
How success is measured
What is not included
Four parts of an agency offer, framing the engagement as a 50-50 partnership.
Steal forservice proposals and agreements
28:10list
Core vs Growth packages
Core: Meta ads
Growth: Meta ads plus AI caller
Two packages only; client pays ad spend separately. Simple scales, fancy fails.
Steal forpackaging any done-for-you service
31:33list
Three ways to charge
Setup fee
Monthly retainer
Performance (pay per appointment, lead or job)
Plus paid-in-full versus split payments, with PIF preferred for cash on hand.
Steal foragency pricing pages
39:30list
Beginner readiness checklist
Sales experience
Niche experience
Confidence
Look over 20
Good English and mature speech
Missing two or more means starting with a low-cost three-week trial or pay-on-results offer.
Steal forsetting first-offer pricing
1:19:20model
Outcome headline formula
Niche
Get X outcome in X days
Without niche pain point
Or it's free
The template headline on the booking funnel and ads.
Steal forlanding page and ad headlines
2:26:40model
Hook, body, CTA
Hook: call out the niche
Body: what you do and how
CTA: click learn more
The structure for every video ad script, and roughly for image ads.
Steal forshort-form ad scripts
2:44:10concept
Ad count rule
One ad per $10 of daily ad-set spend, capped at 25 ads; judge each by dollars spent, not days live.
Steal forstructuring ad tests
2:54:40list
Discovery, demo, close
Frame and small talk
Discovery: current process, main problem, desired outcome
Demo: their problem mapped to your workflow
Close: scope, price, questions, next step
The three-step sales call, with discovery carrying about 80% of the outcome.
Steal forany consultative sales call
3:17:50list
Three pillars pitch
Lead generation
Appointment setting
Sales
How the closer structures the demo on the recorded $15K call, with education running through every stage.
Steal fordemo slides
3:32:20list
Client journey timeline
Close
48h: onboarding funnel and gift
Kickoff call: agreement, access, upsell
Day 7: launch call
Month 1: weekly check-ins, Monday Loom reports
Months 2-3: biweekly check-ins
The 90-day fulfillment cadence used in the creator's agency.
Steal forclient onboarding SOPs
4:41:40list
Back-end-first hiring order
Onboarding VA
Media buyer
Client success manager
Setters
Closers
Sales manager
Delivery hires come before sales hires so a bad sales hire cannot zero revenue.
Steal foragency org planning
4:43:20concept
20/60/20 rule
About 20% of clients get great results, 60% middling, 20% poor.
Steal forsetting realistic expectations
CTA Breakdown
How they asked for the click.
VERBAL ASK
4:57:10link
“The way you start is you click the top link in the description of this video and you get a 30-day free trial for Go High Level, plus an invitation to my private mentorship group.”
Repeated in nearly every module. The free community, snapshots and Rolex leaderboard are all unlocked only by signing up through the GoHighLevel affiliate link, which the creator discloses as his income source.
Add Modern Creator as a preferred source and Google shows you more of our breakdowns in Search, Top Stories, and AI Overviews. It only changes what you see, and you can undo it in your Google settings anytime.
Add to Preferred SourcesOpens your Google source preferences with us pre-loaded. Tick the box and you're done.
A 100-minute whiteboard walkthrough of a paid live-webinar funnel for high-ticket offers, from test budget and messaging through the close, the sales calls, and the 10-day cleanup that decides whether the money comes back.
A 70-minute A-to-Z blueprint: pick your niche, build the offer, brand the agency live with Claude and GoHighLevel, source leads, cold-call to your first client, deliver with Facebook ads and GHL automation, and scale with the Snapshot Duplication System.
An 18-minute GoHighLevel affiliate tutorial disguised as a business model reveal: build one AI voice agent and resell it to every local business in your area for 299/month.
Ultra's creative and growth lead explains how a nicotine-free pouch hit a $100M run rate in under a year: customer-language angles, a three-part replacement formula, creators as strategists, and constant new footage.
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