Transcript
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The speaker introduces the updated AI agency course, explains his background, and outlines what the full training will cover. He also explains the giveaway challenge, community access, and the module roadmap.
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 marketin 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 4 years now.From when I first started my agency at 16 years old, signing real estate agents as clients and spending 6 months not closing a single deal and not knowing what to do.
I was lost for like 6 months.Okay, I had no clue how to get clients 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 instore for me ahead.This video is going to show it all.I'm going to 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, and 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 going to 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 $5 to $10,000 upfront for the service that you're going to 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, their 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 going to 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 online 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 want to spend my time, which is one of the biggest luxuries I could possibly think of.I'm not tied down to an office job or working 9 to5 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 Godzi, Patrick Medav, etc.And I can tell you guys, I'm going to 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, Valerant, Rust, CS:GO, you name it.I played all these games.But I 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 at 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 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, bought a Datejust when I was 18 years old.This was around $15,000.It's what I'm wearing right here.Then, when I turned 19 years old, I went crazy and I bought a PC 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.It's 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 0 to $60,000 in cash collected with a brand new AI agency where I documented everything livejust to prove to you guys that everything 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 uh 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 cuz 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 going to give you inside this video.And just to make it interesting, I'm going to be running a 60-day live challenge and 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 going to win cool things.The first person is going to win a Rolex Submariner in a few days in Seattle with me.Okay?I'm going to 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 AirPod 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, $1,000, $2,000, $3,000, $10,000.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 $10,000 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 the 60-day event, where maybe you're watching this at the start of 2027, cuz this is probably going to come out around October or November of 2026, there's no worries becauseI 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 GoHigh Level.You get 30 days completely for free plus all of the mentorship resources and everything I'm going to just tell you in just a second.And this is where you're going to 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 going to 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 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 a snapshot that you will import asyou 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 directlyto 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 GoHigh Lee.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 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 then 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 Gohigh Level and get 30 days completely for free.It's going to look something alongside this.Obviously, this site here is kind of the 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 free to DM me on Instagram.My Instagram is just Carson Reed and I'll help you out there if you run into any issues.
So, with that being said, the next steps is let's head into the second part of module one, and I'll see you guys inside.
This section compares AI agencies to other online business models and explains why the speaker believes AI agencies are the best option. It also covers mindset, goal-setting, speed, and common beginner mistakes to avoid.
All righty.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 it'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.
Um, so startup cost, it's not too much, okay?It may cost $100 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 chatbt to do it for them.And the deal type is oneoff 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, chatbt or claude is literally making it so you can just prompt, you know, open AAI or chatbt 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, right?
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 andpush 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 5 to 15%.I mean, obviously it's a little bit harder to judge this, but if you're using profit firms, obviously they take a cut and also just profit margin in general is like just depends on like the trading volume you're usingand 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 is in my opinion of F on the tier list.Uh 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 drop shipping.So, drop shipping is obviously a very very big one that's been around for a very long time.Startup costs going to be$1 to $2,000 testing products, running ads, etc.Uh, profit margins 10 to 40%.I know a lot of big ecom 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 can 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.Um, 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 Gohigh Level's own AI chatbot.Pretty much do all of the building for you around building AI callers and voice receptionist which I'll talk about inside the offer section of this video.Lastly, deal type.Okay, you're getting oneoff plus recurring, meaning people are going to pay you let's say 3 to 5 $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 cost, profit margin, fulfillment, and deal type.And AI is changing everything, guys.Like AI will contribute to 19.9 trillion dollars 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 trends.If we look at the past trends in history, we'll look at the internet boom in the 1990s to the early web businesses that took off in the early 2010s.E-commerce, mobile apps, and Shopify and app developers scaled super super quick, leaving a ton of them to become multi-millionaires.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 watched my channel over the past couple 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 2 months will hopefully lead to clients that pay you in 2 3 4 5 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 3 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 wantto 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 start 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 reallysits 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 and 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 ratethan you, but at least you can spot the good talent because you've done the work before.
Next is focusing on being a 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 adviser, 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 wrongactions.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 going to have to go in 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 the 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 3 to 6 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 going to 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.But 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.
The speaker explains how to choose a niche, build a compelling offer, and set pricing for an AI agency. He also breaks down blue ocean versus red ocean markets and recommends simple, focused packaging.
All right, guys.Welcome inside of module 2.This is where we're going to be talking about choosing your niche, offer, and your pricing.Okay, so really what we're going to be covering is number one, how to pick the niche or market of clients you want to work with.So, a specific market, whether it be realtors, HVAC companies, dentists, it doesn't matter.Like, we're going to 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 going to 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?Um, and then that along with of course setting your pricing and payment terms.So, how do you price your service at which time length, etc.
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 want to go serve.Number two, 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 going to go after like I'm going to give a crazy example, hedge fund managers, right?Cuz like they might, if that's your 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 close 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 at least a million dollar 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 okayand this is something you need to set a long-term time horizon for as in you're going to do this for 3 to 6 months at minimum okay um one niche that you are familiar with this is the nextthing I always talk about which is choose is 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.Um, 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, and just real estate agents.I knew they were everywhere.I knew there was a lot of them.So, I 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.It's 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 and the offer part, but let's say as an AI agency, the big service we're probably going to beoffering 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 caller.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.Um, you'll make ads designed around that.And then you have this AI caller set up on standby that's built within GoHigh Leo that calls all these new leads and 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 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 over complicate 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 um 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 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 caller alongside it.
You make it clear that's 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 responsibilitiesis it's like a 50/50 relationship.A lot of people think as an agency you take 100% of the blame and 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.
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 AIsystem.Like 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.Um, but just know it's 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 time frame let's say your you know service is 90 days long.You have to measure what is success and talk with your client around expectations around what would be successful at the end of these 90 days.Super simple stuff guys but I know this shouldn't be going without being said but it it 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 going to 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 going to 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 if I boil it all down in 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 clients 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.Um, you know, all these things, all those things that humans have, right?Vacation, uh, 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 a saying I always have to 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 long term.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 2 months, 3 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 services.This is like the retainer, right?So, let's just say client signs for 3 months.We're going to charge $1,500 a month, 3 months, that comes out to $4,500.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 won't understand this.This could be like um this is a lot of what I do in my agency today.A lot of my big uh medical clinic clients, I have a pay per patient sort of basis.So, we just take revshare 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 a day on 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.Um, these are like the real big three ways to charge here, but you want to price the work clearly.Okay.You don't want to like keep an open-ended or anything like that.And, um, 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, 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, $100,000 a year depending on your lead flow um of missed business because you guys just aren't on the phones like you should be, you know.Um next, I'm going to cover PIFF versus split payments.I'm going to get to like what I recommend here in just a moment, but PIFF is essentially short for pay in full.Okay?So, this is like a 90-day service where you pay 5K upfront.That is like an example of a PIFF.Like, oh, we just closed a 5K PIFF.
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 $2,000 a month.So, this is how we anchor rate on some of our sales calls or how it used to a ton was like, okay, we have a three-monthlong service.It's $5,000 upfront if you pay today.Or you can split it up.It's going to be 2K a month.So, you'll end up paying 6K over the 90 days.Um, or you can just save $1,000 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 in business is like air.You have more air to breathe where you can go hire better people, hire better mentors, um go more 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 PIFF, for example, explain like what they save and why they should pay that.You know what I mean?Um 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 ifyou 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 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 um you know, like wedding venue companies.Like, yeah, there's a lot out there.I'm sure there's 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 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 ofthe park because there's just not much competition in there.So, this is like I guess high risk, high reward.Now, if you guys want to 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 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 greatreward.So honestly, like if I was starting from today, I probably would go after Red Ocean Market.Like one of the big ones that you name in your head.Like you could open up quad or chatbt and ask it like give me the top 10 niches out there for starting an AI agency.
It'll give them to you.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.Um important.Stick with your niche for at least 3 to 6 months.Start with what you know.Um the TAM or total addressable 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 to 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.um like Canada, UK, etc.Now, as far as niches go, there's so many different ones you can pick from.Med spa, real estate agents, uh 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 could pick any of these.If you stick within it for at least, say, 12 months minimum, you'll make 10K 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 was I heard someone say and itwas 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 10K 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.Um, and like I also have this right here, which is like easiest, medium, hardest, um, as just like a quick, I guess, reference or glance.But, um, honestly, I'd say real estate agents is probably in the easy bucket as well.So, um, 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 our offer and pricing to go a little bit deeper.Like I mentioned, we have three different sort of uh I guess like pricing models you can go for.
Number one is retainers, performance, PIFF.Um 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 up front, which covers all three months.You'll do all their meta ads, so Facebook and Instagram ads.Um, and then AI caller buildout.So, you'll do that.Call up all their leads.Client always pays ads friends separate.This kind of goes without being said.Now, you're going to recommend them to spend a certain amount of money out 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 $100 a day.Obviously, I'm in the medical sector, stem cell clinics.For you guys, this is going to 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 uh I think it's white collar would be like all those industries.Um you maybe 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.
Um you know 20 to4 $50 a day in that range is generally pretty good to start out with.Next is I always say there's a couple check boxes I want you guys to check uh 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 going to 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 bitof 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 was starting 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 if this is 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 PIFF pricing which is 3 to 5K upfront.
We have retainers where it's like 1 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 3 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 is 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 meta 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 long 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 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 cuz 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 pay 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 resultsmodel, which is like look, it's free upfront.All you do is cover ad spend and we'll just get like a cut of a deal that we bring you or close like most least resistance, lowest barrier of entry 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 if I if I heard this when I was starting 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, you know, 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 going to do is that's not only going to give you testimonials.It's going to give you conviction behind what you do, but that's all going to 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 $3 $500 for 3 week services, whatever to go charging 3,5 $10,000 for three monthlong 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 Highle and you guys leave the group obviously cuz you stop using it, you get kicked, then I don't get paid.
So everything I tell you guys here is really out of like my best interest cuz like to an extent if you win and you continue to use soft like a software like high level, which means you're probably runningyour agency or doing well, then I win at the same time.So just so you guys understand the incentive is like really what I say here cuz this is just me shooting the straight honest truth with y'all.But next steps guys, head over into module 3 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 3.
This chapter walks through the GoHighLevel setup, including importing snapshots, understanding the agency and sub-account structure, and configuring pipelines and automations. It also covers the calendar and booking system setup.
All righty.So, welcome inside module 3.This is going to be setting up your agency inside of GoHigh Level, 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 going to 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 going to be covering inside this lesson specifically is why Gohigh Lee is going to replace 10 plus other tools that you'd have to pay for otherwise.Um the cost comparison versus multiple platforms if you were going to go just use every other platform that pretty much go High Level 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, uh website builders, surveys, calendar hosting, automations, appointment reminders, everything
that go high level hosts, if you're going to do it off platform, it's going to cost probably 1.6 6 to $2,800 a month.In that range, it's going to cost thousands of dollars a month.Now, with GoHigh Level, there are some different plans you can use.There is a 97 plan, a 297, and a 497 plan.My personal recommendation is use the 297 or the 497 plan.I use the 497 plan cuz 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 cuz 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 allthat 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 uh new contacts and leads you're getting them, the appointments, everything's going to be hosted inside their own little go highle sub account that's under your entire kind
of like main umbrella agency account, which I'm going to 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 going to host everything you need and you'll still get access to all the bonuses and stuff um 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, 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, um the community, everything like that.
I'll literally just pull my screen to show you guys, but it'll 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 um for Carson's Iguess I'm just calling it like the AI agency challenge or AI agency event.So, um yeah, that being said, for your homework inside this lesson is make sure you sign up to High Level because we're about to cover all of the in like in-depth details in just a moment.So, once you sign up with High Level, 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."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, uh 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.Um next, I always say like don't go overboard on unneeded softwares and expenses.Like if you guys are playing for Claude, Chachu BT, all this stuff, like literally just keep it down to few simple tools.It's going to be probably CHT 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 I it's like just saying it's 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 cuz um yeah, go high level will be one that actually you need.
So next step is going to be heading into 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 section 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 modules, 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 because 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 speedrun 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 with a page that probably looks like this.All you have to do cuz you've already started your trial.You've already signed up for Highle 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, Carson's free snapshot.You're going to say yes, import now.
Okay, now once you've imported that, now I've already imported obviously because I created it.Um, you're going to head over into this is probably what High Lee 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 how how go High Level works because 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 trulyunderstand it.There's the overall umbrella, which is your agency view, which is what I'm looking at right here.And then you have what's called sub accounts in here.Okay, this is just a spare highle account I use to just create like these snapshots and these things.I have a way bigger agency account that's on a separate highle account I use.
I pay for like a few.And you guys don't have to do that, by the way.That'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 researchjust going to have your own agency account that you operate everything in inside the agency view.Nothing's 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 2027 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, whatever.Like doesn't 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 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 and 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, um, 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 um that you're trying to close on your obviously your your
services.Um, calendars.This is important.So, this is where you can track all of your new appointments cuz we're going to be booking people on this calendar here.Contacts.This is also important because now we can actually organize everyone in here.Like they'll essentially just be listed as like line items.So, 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 new lead, disqualified lead, booked appointments.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 going to populate as likecards in here that you can move from each section.So, what this is going to do is just really going to organize yourself.So you can track how many booked appointments you have that are upcoming, how many people just no-ish showed the appointment, how many people canceled, how many you have in follow-up, how many people you just couldn't close, and thenhow 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, you know, more deal flow and you follow this video, it all makes sense.Um, 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 like, you 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 like what's your show rate, what's your close rate, etc.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.Like we'll talk about this later in the video.This will be mainly used for client fulfillment.So um 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 going to make your life very, very easy.
It's already all built and templated for you.So, the first thing, and I'm going to get into this very ind depth when I get to the automation section, but I have a 10 email nurturing sequence.So, 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 going to get 10 days worth of emails until they book a call.Okay?Um, 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 um as you keep watching, it's going to make more sense.
Um 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 uh workflow, which they get confirmation texts, they get confirmation emails, 24-hour reminders over email and text, uh 1 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 uh 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.Uh 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 pre-built these funnels for you guys where um 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-all video page in here as well.Um which makes things very easy.Again, do not worry about this stuff right now.Now, I'm going to go way more in depth on this when I get into kind of the funnels website uh 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.Um that should be pretty much it.Memberships, nope.Media storage, reputation, reporting, app, marketplace, mobile app, you don't have to worry about any of this.And then, um 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 opportunities.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 him.Let's just like this.Okay, let's put him right uh 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 niche, HVAC niche, you're going to have all these different business owners kind of piling up in here and you can move them uh based on their actual outcome.
Okay?So, if they're disqualified, cool.That once they booked the appointment here, um you know, all 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 the 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 in here.If you go to the backend system setup, obviously I'm going to 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&A calls if you guys ever have questions um and all this stuff.And again, this is completely for free.You guys get by just signing up with the go high level 30 days for free in the link in 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 and live.So you can 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 HighLE.
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'll 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, you know, sales pipelines, websites, everything like that is going tobe 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 inside 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 5, 10, 20K 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 youhave 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 into 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 uh 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 Reed.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 highle account is completely around your business details.I'm going to get into choosing your business name, your logo, all of that very 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.
The speaker shows how to configure calendars, connect Google and Zoom, and set booking rules. He then explains how to connect a domain, build the funnel pages, and set up phone numbers and email sending.
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 your own potential clients and your niche, these business owners that want your service, when they book calls with you, everything is set up properly from your Zoomaccount 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 cuz 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/you 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.All righty.So once you load up your sub account as so right here, again, if you always need to get to your sub account, you just click up here in the top left.Um, 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.
It's 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 going to do is going to click on the edit calendar button right here.Now, so I always like to say when you edit your calendar and you make sure it's 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 salesunnel, right?And 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 guarantee 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 um 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 um this is a quick you know 15 to 30 minute call that will cover everything we do to help many realtors over the US scale using our AI systems andget 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 clott 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 could 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 makes 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 uh 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 going to 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 oursel 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.Um, and again, if you guys ever have questions, you guys can just ask inside the school community about this cuz 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.Um, 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.Um, you could try with the same email you use to create this entire highle 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 this really matters.Everything's already default.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.Um, 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 right here.Carson R.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 8 to 5.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 um 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 not available at 2 am.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 3 days, you make it six days and somebody books for next week.The problem is most people forget.Okay, 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.Um, and everything else is pretty good as normal here.Lastly, advanced rules.You're going to click on here.Default form should be fine.Um, consent checkbox.I personally turn this off because I feel like people consent as is when they give you their name, email, phone number.Uh, again, I'm not a legal adviser, so do what you want.
Um, 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 enabled like so.This is super helpful.This is just going to give them a quick reminder like a booking appointment reminder when they actually book a call uh 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've clicked save changes in the top left, um 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 accountwe 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 going to go to my profile in 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 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.Um, but if you want to use Google, you just prefer that.
I know a lot of people that use Google Calendar.So, 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 seeing like work hours, I couldn't like really adjust it for your own personal hours, you can always adjust it to like 6 to 10 p.m., you know, 6:00 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.Um 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 uh calendar settings right here.
Click on calendars over here.Click on edit right here.Go down to uh staff and location.Boom.Priority 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 issuesas well, plus use highle support, too, because they'll help you out a ton there.So, that's pretty much the entire calendar setup goes.Um, I'm just going to switch back to my main account now.Um, 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-all confirmation email.um 24-hour reminders, uh 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 highle section.But 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.Um, 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 um, really after those two things are done, you can head right into lesson four cuz we're going to cover a lot more there.And um, yeah, that's really all we had to cover so far inside of high level.So I'll see you guys in there.
This section covers choosing a business name, generating a logo, and publishing the booking funnel. It also explains the pre-call page, how to improve show rates, and how to set up payment processing.
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, what 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, cuz 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 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.Um, and you get better terms when you use a certain link that I'm going to give you.
So, that being said, um 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 a domain, or connect a domain.You can use tools like GoDaddy, Squarespace.I used to use all these different kind of like uh email domain or not email but like domain hosting platforms you could buy domains from.It's all in 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 is 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 chatubt 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.All 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 neededly.I ne ee d y in needley.In my in my 16-year-old brain, I was like rationalizing it.I was like, well, if I say a needly, this kind of means like people are in need of me.The dumbest you've ever heard in your entire life.And I still made like well I made multi6 figures with that agency in revenue um with that horrible name.So, don't worry about it.But here are 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 or 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 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 ListingFlow AI, you can just take this right here.Head back in a high level.Let's just see if this is available.Listing flowai.com.Okay?Or like what would be nice is just like listingflow.ai would be kind of cool.I know they're like different prices.Um, listingflow.org.Uh, looks like it's kind of taken, but you obviously could do listing aai.com.What about like um I like let's see listing engine AI is kind of good.
Let's 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 uh let's say my business name is ListingFlowi.Make me a good company logo.This is just with Chad Trip, guys.I think Chad Jubet 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 uh trajectory.I probably spelled that wrong, but let's just see what it generates and I'll show you guys this as an example cuz I personally just use chatbt 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 Chad can change it.You guys do what you want.All right, like I'm not going to I I can't make your guys' logo and business name for you, but you get the point I'm trying to make here.So, um 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 just say you bought like this right here, listing flowi.com.Cool.Buy it $11 a year and it's going to immediately integrate and directly uh go into your highle 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, um we're going to head over into the funnels.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, cuz I didn't understand what a funnel was when I was starting my business, which is kind of funny looking back, but essentiallywhat 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-all 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?With 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 going to do is you're going to 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 going to click edit and it's the most simple website editor out there.I've used web flow.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 in trying to make your website look all fancy.Like, um, 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 I've just seen ugly actually convert better.And that's like a meme in the marketing space, which uh has became pretty true.So, all you're going to 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.Um, and then it's going to be like get X outcome in 90 days.I did not mean to do that.Uh, 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 patience.We will get you x amount of deals.We will get you x amount of whatever.Don't I 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 uh whatever your niche painoint is, right?So like get 10 listing appointments in 90 days if you're talking with realtors without uh you know door knockocking or without cold calling because that's something realtors hate doing.Um or without relying on referrals, right?That's another one.Um 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 specifically.I saw a guy go from zero to $30,000 a month in 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 ideahow the fulfillment would work.And I 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 of the 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.U 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-all page and we're going to build this page out.So, once you guys have finished this page right here, go to the pre-all page and you're going to click edit on this.
And to give you guys some context what this pre-all 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 them 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, realtor deals or whatever.Like, be specific and have a tangible offer here uh using our AI systems.
And then you're going to have right here what's called your pre-all video.So, this is a 3 to 5 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.All righty.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 scheduled 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 Wi-Fi, baby scream in the back, in the car, we're not going to do
any of that.You know, we're going to respect your time.Um, 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 likeyourself in the same industry.So, um, 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, uh, 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 going to be this this like this thing right here.
Uh, 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 cuz it's just not needed.Um, and then step two, this is a really, really good one, which is called, these are called breakout videos.So, 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 going to show up to the call with objections, which just means they're going to complain about the cost.They're going to complain about how long it takes to get results, how does it work, how are 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, 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 going to 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-all 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, um, honestly, because you got to film this video.You got to look professional.Maybe script it 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.Um, 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 cuz 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, um, just head into Cap Cut because Cap Cut should be super super easy from there.
The speaker explains how to configure phone and email systems, then walks through the automation workflows for lead nurturing, appointment reminders, and closed-client follow-up. He also shows how to customize key values like the pre-call video link.
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, thepre-all page is actually how to collect payments with Okay, now I'm going to quickly pay play some B-roll over this as I'm looking at the slide here of how to sign up with but I have a specific linkthat 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 um 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 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 3 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 Stripe 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, 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, um they're not going 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 um 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 um you get an extra like perk with support bonuses and I think some lower fees as well whenyou 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 salesunnel and customize it based on your offer, niche, pricing angle, all that stuff.
Um, 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.Um, run a test payment through So, once you open up an account, maybe run like a $10 payment through it just to make sure you can actually uh run that through your bank account and all good.And once you guys sign up with that link, and then the last thing we'll 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 is set up, your business logo, name, it's all of that is good.And um please don't spend seven days working about this stuff, guys.Like this is like something you need to spend a couple 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 going to be covering how to actually set up your phone number inside of your GoHigh 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 going to 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 going to 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 going to 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.All righty.So, once you're in your sub account, you're going to click on settings in the bottom left and you're going to head all the way over to phone numbers right here.Okay.Um, 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, um, we just have to actually enable it right here.Right here, you have to click.Okay, so I just had actually realized I had to do this, but you guys are going to have to do this too.You're going to have to click on this little thing and it's going to say right here link to lead connector.Make sure it's actually linked and then it's actually able to click uh enabled on.So, um, this kind of a new setting I think they launched.So, just make sure this is good.All you have to have is uh 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, 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 uh 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.Um, the one quick tip though I would do is bring this number before you actually select here and click proceed to buy.
It's like a dollar.Um, 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 uh 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, 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.Um, 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.Um, 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.Um, you need to get all this verified inside your sub account to actually send text messages.
So, long story short, I'm not going to spend this video going through this here because I have a very very in-depth um in here.If I go to backend system setup, um 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 uh the guy who actually runs the phone department at High Level and we he did a full breakdown of getting ATP verified, gave me a ton of resources thatI kind of hand down to you guys inside of here.So again, this will be in the school community once you sign up with go high level and top link in the description below.All of it will be in there.So then you guys can just follow this video in here and all these resources and get approved cuz 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 A2P 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 and 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 AT2B 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 uh registers to this number.And you can also make this like um 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.Um 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 going to 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 appointment reminders, confirmations, it's going to send off this number that we just bought and this email domain sending that we're setting up rightnow.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 Highle 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 want to do is you want to click on dedicated domain and IP.And you're going to want to again when you have your domain inside of high level, you can do it off this.
Let me log into another sub account.I'll show you guys what I mean cuz again in this sub account specifically, I didn't buy a domain, but um 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 going to click on dedicated domain and IP and then you're going to click add domain.And if you don't already have this, if it obviously I have one set up right here.um 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 subdomain.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 uh what was this domain?
Listing flow AI or whatever.Like let's just say you got listingflow-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 mlisting flowi.Doesn't matter.It's just a subdomain 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're going to 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.Okay.All right.We're going to click add and verify.
Almost there.Verifying records.Cool.And then connect your domain.We'll 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 verify.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 run into issues with this stuff, guys, use High 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 of 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 going to 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 highle support if you need any help with this stuff um inside of my schoolcommunity to get all this approved.
Once that's done, set up your dedicated domain and your email, the subdomain like I just showed you so you're ready to actually get sending and then head directly into lesson six and I'll see you guys in there.All right, guys.Welcome into lesson six inside of module 3.This is the last lesson.We've got workflows and full system setup.So, this is going to 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 youdon'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 going to talk about is the lead c uh capture and nurture text and emails, the appointment confirmation reminders, emails, texts, all that.
um and making sure those are actually sending properly with your like email, domain, all that stuff being sent along with it.Um along with your niche and offer cuz there's a couple 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 me 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 uh nurturing sequence.So the way this works guys is when people are put 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 bookon 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.Um 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 and our email domain settings um that I just showed prior that you guys should have followed.Next is going to be like the subject.So 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.Um and it all should be good there.From there you can have Claude Chad BT 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 101 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 going to do is they're going to get sent to this, which is going to 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 toget them on your calendar and book a call.But again, if they book a call with us, we don't want to keep sending them those emails, you know.So, um, 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 it's going to do, it's going to remove them from that workflow there.Then, it's immediately going to add them into the booked uh booked appointment uh 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 uh flow is it's going to put them as a card right here in this sowe can keep things organized and then based on how the call goes, you guys can move them to no showed, cancelled, followup, or closed, right?Depending on where they're at with things, right?You just move them around.Um, so it'll automatically add them into that little pipeline.And then the next thing it will do is it's going to wait 30 seconds and it's going to send them what's called the pre-all 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-all page you made with that video of you andlike 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 booking that call with you, they dip.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 as 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-all 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 customvalue right here.Okay.Um, and it's again it's already all automatically populated.Appointment start time, appointment 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 as empty right now cuz we haven't programmed that.So, what we're going to do is we're going to head back over to here.We're going to click on settings in the bottom left and we're going to 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 highle 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-all video link.This right here.Okay, we need to click on this right here.Click edit.And then we just need to literally put in our pre-all 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 uh or sites.You would go click here a salesunnel and then you go to pre-all 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-all 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.Anytime 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.Um, 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 custom values company name is like the person like sending the email or whatever um orit'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 literally anything else you guys have to do here.Yeah, you guys just company name and uh pre-all 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 um automatically inside all these emails cuz I think there's other times where I've said like yeah company name there will say your
company name, right?So you don't have to like go into every single email and do it automatic or like uh manually yourself.It's like automatically filled throughout the entire thing.Um you don't have to worry about meeting location, first name, assigned user, anything like that.Highle automatically will do that for you.Um, this is a pre-all 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'll automatically populate here.U, we have 24-hour appointment 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.Um, 1 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.
Um, 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 um that I give to you.And this is just to make sure people show up to the call, obviously.Uh 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 client.So, all that would look like is let's say you closed a client.Okay?in here they're let's just say this is their contact you're just going to click here um in right here you're going to click uh let's see add tags right here you're just going to say closed right and then
you're just going to add 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 umit 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 cankind 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.Um, 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 appointment reminders, follow-ups, onboarding, uh, run one test lead through that entire system.
This chapter introduces the three main client acquisition methods: outreach, organic content, and paid ads. The speaker recommends paid ads for most people and explains how to set weekly activity goals.
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 disposal.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 anyquestions you have.Not to mention the school community, the 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 So, I just want to make sure you guys are fully
supported.And um that being said, head into module 4 and I'll see you guys in there.All right, guys.Welcome inside module 4.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 and 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 going to 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 going to 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 going to start making YouTube videos and Instagram content and 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 reeland go book a call directly with our team to have it 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 um to get all of the clients for 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.Um and I'm going to talk about why in just a moment.And then yeah, go into 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 longterm, but there's like one or two on here thatI 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'retrying 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?I was too scared to go say, "I'm going to go run your ads and I'm going to 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 Ihave um working with people just like you."And I was a 16-year-old.So, like, it's not like they're going to 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 inthis 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 it'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 going to say like most likely they're probably not going to say no if you say I'm going to do this for free, right?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 gorilla tactics, like guerilla warfare.Okay?You need to 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?At a at a bare minimum, right?And then ideally have them do some sort of like uh 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 going to 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 wonder 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 down to two key factors.Are you willing to put money on the line?And then 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 $1,000 US 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 going to show you guys how to do.
And you can literally get booked sales calls while you sleep within the next 3 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 going to 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 2 3 4K a month initially with outreach.I can tell you guys it's the worst 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 2 weeks and closed a client with that money and 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 than sitting around for 6 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 2 months, it could take 6 months, it could take 12 months.Right?For me, it took six months.Uh, by month seven, when I started my agency, by month seven of me kind of growing and documenting on this YouTube channel, I think I was making like one to maybe 3K a month.Okay?But keep in mind, at month six, I was making $0 a month.So, that was like when I kind of hit my uh my 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 of 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 going to put money on the line, which is going to force you to stay invested in this game.Okay?And the last thing I'm going to say on this whole slide is it's all going to 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, but 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?Where 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 cuz 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.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 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 um 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 um 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 gorun two miles.That was my rule.Okay, so it 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-m 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 1, day 2, day three, day four, day 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 met each other inside 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 going to cover a lot inside this module as it's probably the one of the most important modules throughout this entire video um 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.
The speaker covers cold email, cold calling, and direct messaging, along with the tools and scripts he recommends. He also warns against cold SMS and emphasizes choosing one outreach method and sticking to it.
Let's go.All right guys, welcome to lesson two inside of module 4.In this one, we're going to be talking about how to do outreach.So specifically cold calls, cold emails, cold DMs, all the best recommendation and best tips I 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.Uh, 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, you guys probably just heard me say this, but you have to do if you're going to go this path and you're not going to go do paid ads, and you'vemade 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 liked by Meta or whatever.That takes like a day or two.Um, like if you want to 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 and go all in on it, right?
And I I think this is the same even with outreach.Like don't do cold emails, uh cold calls, and cold DMs.Choose one and double down on it.Okay?That's personally like a super super big uh lever you guys should be tapping into and making sure you actually do in order to increase your chances of success.Um expectations wise, guys, this is going to take at least 3 to six months to see a client.Okay?Honestly, I have seen people come in cold calls and they get to like 5 10K 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 3 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, 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, 3 to 6 months, absolute bare minimum.I should probably be saying 12.Um, but for me, it took 6 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 cuz I have a bunch of resources in there that you guys can just use.And honestly, it'll skip a lot of time.I'm going to kind of like be yapping here and uh we can jump into that.All right.So once you guys are in my community right here as so again if you're not in this community you guys need to sign up with go high level 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 um that are winning all these crazywins.Absolutely insane.This dude hit 50k in the last 30 days.
Um 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 going to be how to book sales calls.And then right here I'm going to 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 everything, the psychology of it, the introduction, fourstep email prospecting framework, um, and so on.Okay.
Okay.And then also with cold calling, I think this is a great way of doing it.Um, tactical empathy.We go through kind of the psychology of it and how you should be going about cold calls because there's a couple routes.I know some people that do it.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, uh, Rachel gave me your number and looks like you don't have a any ads live right now and I was just checking your business.So, um, 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.Um I don't do it myself obviously because I don't co call.But um 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.Um 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 going to 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 highle 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 2069999999
or something like whatever the number is, right?Like you just entered in here and then you literally can call from here.Like see out going call it's ringing.Yeah, you guys get the point.Um, so that's kind of like how this works as a whole.I think that this is the best way to do cold calling cuz 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 highle module.Um, 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 highle as well because obviously you guys have your email domain set up, etc.
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 emails.So, you can connect like five, 10 different email addresses.Like, if you want to 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 Chacha BT or Claude to actually scrape leads.So like let's say you were working with um you know real estate agents for example or like roofers whatever you guys could literally have Claude or Chachi go on Google and scrape these emails, phone numbers, etc.Um and go from there.Now again make sure it's all within compliance.Like there's some things and some gray areas I'm not fully sure on.But just make sure like if you're going to email someone or you're going to 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.Um the problem with this is it's completely illegal.Okay?Like unless you're getting these message uh 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 like 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 going to see it and probably you're going to get a lot of responses.You're also going to get a lot of pissed-off people, but it's just not scalable.It's expensive um due to like highle 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, um, 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 going to head back over to the slides real fast.Overall, I don't want to spend 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 a punishment if you don't hit that is super important.Um, 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 whenyou 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.
This section explains how to use YouTube and Instagram to attract clients through educational content. The speaker covers expectations, content strategy, and how to track results from organic traffic.
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 um that I've helped with this stuff actually get crazy results and close clients through literally posting oneither 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 in 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 yap 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.
Um 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 the one thing I'll tell you is don't care about views because you guys are going to 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/personal name and business name.So, like for me, it would be like like my YouTube name or Instagram name would be like Carson Reed-Scale Clinic or Carson Reed-Needly.
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 than 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, um I would kind of follow those best practices where your uh 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 L0 uh Loom 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 Lucid Chart breakdowns are really good.Um you guys saw me break down a Lucid Chart earlier.It's actually what we break down on all of our sales calls in the agency as well, which you guys will see um 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 um on your browser called Vid IQ.Now, what Vid IQ 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,000 subscribers or 100 subscribers and they have a video that hits 100,000 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 achance 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.um great guy.I've kind of built a pretty good relationship with him and that was something he told me that uh helped a ton early on.Okay.Um and that's all I would say and the last thing I'll say as far you as YouTube goes is make sure you have a midCTA and an NCTA in your videos.
So if you're breaking down a lucid chart on like specific strategies on how roofers should be using AI callers or how roofers can use AI to get more business, have like a CTA in the middle of the videoand 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 thedescription below and you can book a call directly with me or my team.We'll help you out, make sure we can get this implemented for you if it's like 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 cuz 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.Um, 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 generalize cuz then it's not going to hit the right people.All right?Like straight up.So, make sure you do that.And then, um, 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 in high level um 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 thisrather 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 in the description below in this video.I'm happy to uh or the comments below.I'll happy to answer them cuz organic 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 100 views of the right views to
book a call with you and then you sell them on your service.Um but of course that's like, you know, that's the end goal, but sometimes that 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.um 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 guysin there.
The speaker gives a detailed walkthrough of using paid ads to get clients, including competitor research, ad creation, business account setup, and campaign structure. He also explains pixel tracking, optimization, and budget strategy.
All righty guys, welcome inside lesson four.This is going to be 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 uh 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?Um expectations as far as budgeting goes.So like how much do you have to have set aside capital-wise and money to really make it work?Um depending on your market.Next, we're going to be going through the business uh meta business portfolio and ad account setup to make sure you actually have your business account set up because meta you never open a Meta account before 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.Um next is going to be creating video ads, image ads, and ad copy.So how I recommend doing it and next will be connecting your ad account.um 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 up my lucid chart because I prepared something for this that I'm going to go really really deep with you guys to break it all down so it actually makes sense.All righty.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 got to 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 um instead of uh go high level with the snapshot I gave you guys.Um 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.Like um I'm not going to go into it again, but there's way too much in here.You you're going to be missing out on if you're not.Um next is going to be booked calls.So again, it's going to go from the ad you're let's say again, we'll just go with a hypo 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 clients.Okay.Um and this is literally a payment screenshot from my agency right here.You can see 10,000 20,000 um 10,000 10,000 5,000 10,000 15,000.There's so many payments.So, um 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.Now, the reason I say this is because there's something like you can 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 their stuff and make ityour 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 could 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 um you could do this with the 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?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 uh lead genen or real uh 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.Uh, all right.So, we found one right here.Like this is one example, Meascula, right?Real estate agents and brokers.Uh 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.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?U Mascula.So, if I look them up, Mascula 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 going to get your stuff shut down or you're going to 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 are agencies offering very similar stuff.
And I'm sure you guys could ask Chad GBT 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 going to be creating ads.All right.And there's two big tools I like to use for creating ads.One is Arc Ads and one is Ideal.Okay.So Arc Ads is really, really good for videos.And I'm going to cover how to use this in just a moment.Um this is what Arcads looks like right here.For context, it essentially all you do is give it a prompt.So you give it like a 30 to 45 second ad script that Claude or Chad Batique can generate for you and then you give it to this you choose whatever humanl looking AI actor you want to essentially saywhat 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 Ideal.Okay, so ideal is good because it's essentially an image ad generation tool and it actually is now Chad GBT kind of directly competes with this.Now, I see a lot of people actually using chatbt instead of ideoggram, but it still serves the same purpose, right?You just give it a prompt like here.Um, 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 going to 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.Um, 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 uh sign up for these three tools.You guys should see this right here.Make sure you signed 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 going to get some extra bonus and perks for, so it's a little bit cheaper.Um, and you get some better support.So, make sure to actually use this link right here before you sign up for Arc Ads, 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 um 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 going to 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 going to 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 going to 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, you know, you have restrictions, whatever.You don't want to 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.Um, now you're going to go over here to pages in the bottom left and you're going to click on add pages in the top right.Again, I have pages here.I'm going to have to blur them.You're going to click create new Facebook page right here.Now, this is creating your business page.So, what you're going to do is you're going to probably call this page your business name.
So, let's just like listing flow AI for example, right?category.You can click uh 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 going to click accept.Boom.And you're going to 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 going to say at the top.It's going to be like your page.So, you want to make sure it's not like a blank profile picture cuz that just doesn't look trustworthy.Um, so you're going to 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 going to 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.Then what you're going to do is you're going to click on your profile like so.Or actually on the bottom left, you 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.Um I think it helps cuz people might click on your page and see like what you actually have to offer.Uh 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.We're going to click this.Go everything.Click assign.Done.And then we're going to head over to add accounts here on the left.Okay.Now I might be maxed out as far as my accounts go because I've already created a few.Uh 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 add account one.So like listing flow for example uh ad 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 cuz 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 um once you fully understand it.
So, thing second thing is we're gonna 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 $6 per video that you generate.Um, 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 Arcads.I'm one of the natural
Hey you, welcome to Arcads.I'm one of the natural
Hey you, welcome to Archads.I'm one of the natural AI actors.
Hey you, welcome to Arcads.
Hey you, welcome to Arcads.I'm one of the natural AI actors you can use for your
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 there's a setup that works andthere'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.Um, we're now 2027 pretty much.Um, but the way it should go in the way all video ads should go is this format right here.It goes hook body CTA.Okay?And this is almost the same for image ads as well, but it means your hook.
So call out your the people you're wanting to talk to and it you should get them hooked, right?So for example, real estate agents, if you're wanting to close more listing appointments in 2026, listen up.Boom.That's the hook.Okay?Then the body would be talking about what you do and how you help them, okay?And how you use AI to actually get them more deals or whatever, right?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 so you can actually figure out how the systemworks.Something like that, right?Like that was obviously super rough.Um but that's really how these all should look.So I'll show you guys an example right here um 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.
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 my team and I are helping over 100 agents like yourself make more money for less work and less time needed than ever before using AI in 2025.No need to use Zillow, referrals or cold call ever again.Here's how it works.We will implement our AI marketing system.We'll do all the heavy lifting for you.It will get you the seller leads.
You get the point, right?That's kind of how they sound.And then 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 Cap Cut thatyou guys can download for free and just clip it up, right?Because when the AI takes like breaths in and breaths out, kind of sounds a little bit weird.You know what I mean?So like maybe polish that part um 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.And I 100% recommend this.We're actually using a lot of ARC ads, majority for my clients today.Uh my clients, they 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 Ideal.Um I actually there's three tools I use for image ads today.There's Ideal Graham, there's Canva, and then there's like, you know, chatbt, which ideal and chatbt kind of give the same outcome.Um, 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 Chad PT and say, "Hey, give me a prompt.Here's my offer um, 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 boom 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.Um, 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 per up uh paying upfront, right?Pay per close only.Only pay when a deal closes.Click learn more below.You see how clear that is?Like imagine that compared 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 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 demonstration when I actually set up the ad campaign.Um because that is really all we do for all the image generation.All right.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 cuz you guys follow the highle section inside of the highle part.But if you guys go down here over into sites right here, we have sales booking funnel like so.Boom.Um it should be very very very simple.Obviously you guys set this all up here and you set up your pre-all page as well.So we're going to direct all of our traffic from our ads to this page right here.Um as you guys can see and then it will link directly with the pre-all 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?Um, 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 going to do right here is you're going to click create campaign here in the top left roof.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 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 adsets and then there's ads, right?So, if we look at it's like a sandwich, right?The campaign is like the overarching umbrella that holds the ads set and the ads.The ads sit under the adsets and then the adsets sit under the campaign.Okay, that's really how it all works.And if I could really describe this for you guys um 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.Um, 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 want to target if your ad is actually clear enough.So we're going to call this adset number one.And then we're going to change this from uh 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.Um, 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.Um, 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 I always switch this down to adset budget optimization or otherwise known as Meaning you'll control how much you're spending a day in the adset 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?Um 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 um or whatever country you're going after.Uh 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.Uh Englishes or languages, I always put English.All cool.And then essentially that is all I'm going to do for the entire adset portion.Very simple.Obviously we'll edit this in a moment.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 going to call this ad number one to make it super simple.
And then we will scroll down.We're going to turn off multi-advertiser ads.Um 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 going to click website.And then you're going to 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 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, 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, um 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 beat a good image ad.That's just how it works because the quality is generally a lot better on a video cuz you can say and explain who you want to talk to in a longer period of time rather than some like limited digitalreal estate essentially um 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.So, we're just going to click this right here.Uh, make sure this is all off.And then we're going to click next.
And then we're going to 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.Okay?Like we spoke about earlier in this video, like your offer is going to be a tangible result that people can see in a certain time frame 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 want to 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 with medical clinics, it's going to be pay patient.If it's, you know, working with real estate agents, it's going to be pay uh, you know, deal, paper listing, right?That's what they're called.Um, or if you're in like the HVAC, you know, uh, blueco collar like kind of space, home remodeling stuff, it'll be pay job for roofers, remodelers, etc.
Put this here because I'm telling you, like even if your offer is like a quick 3we trial period just trying to get your foot in the door, you're going to get way more booked calls for a cheaper costdoing this payon 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, uh, 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.Then our primary text.I'm going to actually grab some primary text that's 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 chatbt 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.
U 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.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.Um Facebook page, that's the one you made for your business.Right here, we have uh 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 pay result.Click learn more.Boom.And that's really the entire ad.Okay.And then the last thing you guys are going to do here, and this is like one of the last things, um, turn all this stuff off, by the way.
Um, is you're going to turn these off right here because they sometimes add these little enhancements, as you can see right here.Boom.Relevant 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 want to 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.Um, I'm going to have to blur this stuff for obvious reasons.Um, click on this link that's going to be in the description of this paid ads video inside of module 4 here.And I want you to go to this entire paid ads master class.
I've done a big master class 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 going to 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 going to do is you're going to 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 going to place it right here.This is going to 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 highle media buyer thing, but like a very highle ad thing when you're just starting out that's super helpful and it'll save you and make you probably alot 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 adset, right?Like I'm going to label this broad, okay?because 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 adet and an interest ads set at each like $30 a day each.So 60-day total.What you do right here is you click this, you click detail targeting and you add like three to five interests and you can ask like Chad BT or like Claude or whatever give you like the best interest stacksfor 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.Um and then the only way so like around budget what I was saying this is one of the last things is when the way I decide how many ads I have is based on how many ads I haveinside the adset is how much spend am I spending per adset.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 going to cover that.
Um but just for this case I'm spending 50 here.I'm going to make five different ads that I'm going to split test.Okay.And all you have to do to do that is you just click quickly duplicate.Turn this off.Boom.We're going to 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 want to have an equal split test.Okay.Um, so as you see right here, we have five ads.Um, all I would do here is I would just go to copy number one right here.I'm going to label it ad number two.And then all I'm going to do is I'm going to scroll all the way down to where it says the media.
We're going to delete this media right here.Add image.Click next.We're going to just take the other ad that we uploaded with this that we'll split test alongside it.Make sure this is all good.Next.All the copies should already be here unusual 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 um 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 I call it pixel because that's what it was called back in the day.We'll just call this testing uh pixel and then I'll just call it like sept um September whatever 2026 cuz that's when I'm filming this.Cool.Um we'll click next and then we will click um 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 manually 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 here right here.This is the last setup for your ad campaign setup so we can track when people book calls.Um, again, if you guys are confused with anything I'm saying here, please show up to my weekly calls.
I go through this stuff cuz 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 cuz I 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.uh or not quick video, but in-depth video, but just without going completely overboard and boring you guys with all the small little details.You're going to grab this code right here.You're going to head back into 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.You're 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 going to do next is you're going to click on pre-all page right here.After you've saved that code in the booking page, you're going to click edit on the pre-all 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 going to click publish.Okay?And then what you're going to do once that's done is you're going to head back over to meta.You're going to click next.Okay.You're going to click next.Turn on advanced matchmaking.Turn this on.And then you're going to click done.Okay.You're going to click continue.And then it should load properly.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-all page, you guys should have put that little schedule code on um you know, line 12 or whatever it was next to thepage view code.And think about it, right?H what is the only way that people are getting to this pre-all 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 it also going to this pre-all page, meaning they've booked the call and it went tothe next step.And we're just 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 like um I guess like ads will hopefully perform is the goal.
Um so make sure this is set up properly, guys.Like 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 f 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.Um, 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 and you take similar formats that worked well for them.Um, 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 and 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 a booked 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 $100, $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 2 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 pay per 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 cuz 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 spend $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 arc ads, ideoggram, chatbt, and kind of all the ad copy setup.Um, 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/datacente event setup.And then the last thing is launching ads, which I showed you guys.You just click b 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 that 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 going to get the same amount of data as if you spend $100 in one day as if you spent uh $10 over 10 days.Right?each spent $100, you're going 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 cuz 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 then you just burn the money because you'd set it up incorrectly, right?Like come to me.Again, you guys have 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 heading into module 5.So that'll be the sales section.Hope you guys enjoyed this module and I'll see you guys in there.
This chapter teaches the discovery-demo-close framework for sales calls and explains one-call versus two-call closes. The speaker emphasizes framing, asking good questions, and leading the conversation confidently.
All right, guys.Welcome inside module 5.In this module, we're going to 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 going to 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 going to have to have a sales call and this call is going to be probably over Zoom or Google Meets where you really actually go through questions with them and you follow a framework that hasbeen proven that I'm going to show you guys in this video here.
So, what 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, it first goes discovery, then it goes demo, and then it goes 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 it'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 a 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 acall on your funnel.The first call you have with them is like a 15-minute phone call.Okay?And that's just going to be what's called the 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.
Okay?And that's kind of what's called a two two call structure.So, you kind of have two touch points um rather than one.I think one is a lot less uh 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 is going to start off with you asking them questions.And this is going to 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 10ish, 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 dowhatever you can get some small talk in that's generally going to be about like a minute or two you know just like get have some good vibes with this person cuz 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 then he's going to be like ohwell 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, got you, man, John.That completely makes sense."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?Um, 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 he's just gonna be like, "Yeah, man.That sounds fine."And um the way I like to also frame it as well is 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 wegive a bunch of other people.
All of our offers and our services are all custom uh 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, and you'll see this as far as examples I'm going to show in this video of sales calls I've had is wejust 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'slike they're kind of like the owner of the call.You always want to be like the dominant one on the sales call cuz 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.Um, and then it's going to go into the demo.So, after you've understood their pain points, the discovery, everything's done in that discovery process, you're going to open up your screen and you're going to show them the demo.Uh, which is really like what do you do?How do you help them?And you're going to try to explain it as simply as possible because um, again, like I've said throughout this video, people care about the outcomes, not the features, but they want to know how you're going to get theoutcome.So, like for example, I'm going to tell somebody, "Yeah, we use AI callers and we are going to call up all your leads automatically and book them into your calendar."But I'm not going to 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.Um, 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 isgoing to probably stem from that discovery.Okay, the discovery is the most important part.And if you like halfass 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 youtalk about what you do, you start relating it back to all their problems that you now are solving, right?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.Okay?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?How can I make $1,000 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 cansniff out what's called commission breath um where it's like there you can kind of hear under your voice that you're kind of wanting just money you know um 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 Lucid Chart for all this so let me actually just pull this up real fast so I'll show you guys it all right so the way Ibreak a ton of stuff down on sales calls is exactly using an app just called Lucid Chart you guys can look it up on Google.Um, 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.Um, 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 going to 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 givea little bit more context.Uh 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.Um there's a ton of like sales call resources, bonuses, and stuff in here.
And I will include a link to a templated one of this so you guys can just make a copy of it and make it for yourself on your own sales calls.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.And 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 this stock uh talk over you like you need to hold frame at all times andyou need to like essentially like if 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.
The speaker reviews a real high-ticket sales call and explains how the closer handled discovery, objections, pricing, and financing. He uses the example to show how pain points and value are uncovered during the call.
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 going to 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 in my journey where I charge a lot of money, but you guys can take inspiration from this because I think this call is going to be directly me reacting to uh my closer.Obviously, I have sales people on my team today.I have uh a whole team behind me, but like when I was starting out back in the day, guys, it was just me, you know, taking sales calls.And I have a lot of examples on my channel of me taking my own calls, sales calls, etc.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 going to 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 um with that being said, let's jump into it.All right, guys.Inside this video, I'm going to 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.Um, we collected $10,000 upfront though.So, with that being said, not going to waste any more time.I'm going to 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.
Um, this is a little bit ago and then also um, 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, what's up, man?
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 Colombia, but you're just kind of doing word of mouth right now and that you're really only getting like three to four patientsa 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, um 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, um two call close is what I ran with.And what this means is essentially when somebody or you know for example I'm in the stem cell clinic niche right so very specific very high ticket very expensive let's doesn't matter what niche you're in real estate roofing whateverthis 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 questionswith 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.Um, and then my closer, as you're watching right now, um, 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.Um, honestly, I don't recommend two call close until you're already, you know, pretty, I guess, uh, experienced and already running a pretty high level agency.But, um, regardless, just to give a little bit of context because this guy has already spoken with our team, uh, before.
In terms of, you know, how long that's been going on for, how long have you guys been at that mark,
dude?Um like 8 months.
Eight months.And is that like
Wow.Yeah.
Is that like the whole time the business has been open or
um Yeah, because we tried different different uh aspects.I mean we tried some ads on Meta and um they just a lot of tire kickers.Um we didn't really have anybody that that was really serious.I mean yeah asking questions and but nobody that was ready.I mean so um once 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, I we close them 85% of the time, unless something comes up in their life, you know, that that really, you know, puts a monkey wrenchon things.But other than that, um it's just really we need more leads.We need more people that are interested.We need more people that have been qualified.Yes.
You know, we 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 to the le you know the least expensive you know kind of general marketing companies that are maybe used to marketing other products andwhen 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 Imean 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 done, right?Just a 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 get 100 leads.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.I'm saying you guys see what's happening right here.So essentially what we're doing is we're priming we're like priming the 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 steptwo 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 reallyhoning in why he's doing wrong and what he's missing and then we present that as like the band-aid 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 as 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 as if like you're like a band-aid for example.
Like let's say off of off of Facebook cuz 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 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 that analytic
purely like it hasn't been really um dude, if we've gotten 80 leads in those in the last six months, it's too much,
right?Okay.
Low.It's almost like I'm I'm almost, you know, and obviously I don't have enough data to make this this this this comment, but just from the little bit of information that I have, you know, I'm almost thinking that justmeta 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 schoolguy 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 got to 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 that's really a a a for that um you know from there we can build upon that because then those those 15 will tell their friends we'll tell their family members they'll come back six months latera 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 methree years to get to the
right
to 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 what kind of revenue gap is that
that's bringing in uh 50,000 40,000
off of the three or four.Okay.So 15 20 gets you you know roughly 200,000 maybe.
Yeah.I mean 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 you know doubling down on what you did right like what's actually changed?
Just it just wasn't working.You know it wasn't working you know to be honest with you.just I don't want to double down on something that I know is not working, you know?Like I really have to see
it just like not the exact returns you wanted cuz like if you're putting in a dollar and you're getting out two, sure that might not be the greatest ROI in terms of advertising.
I've actually to be honest with you, I put out over $12,000 and I did not get $1 back
in in advertising.
No, that's just the ad spend, right?
Yes.
Right.Okay.And you said this
Oh, that's pretty dismal.I'm not going to double down on that and then be 20 $30,000.But it's just um 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 found is that the current company and they're very, you know, 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 go 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 eight.I'm just another employee and I'm I'm 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 go high level to be meaning that
somebody call.
All right.You guys seen the issues and the pain points coming up 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 Highle account, which funny enough he already uses High Level, which obviously we use aswell and what every agent center 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 and you pitchyour service, he brings this up after like you're not closing this deal.
So, um, and if I'm correct, this guy really did, he actually did close on this call.So, um, 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 asopposed 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's what kind of happens then?What's what's the difference in the business?the biggest impact.
Great question.
Obviously, that's that's what I'm looking for.
$200,000.
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, when you're saying when you're talking about Tampa, Orlando, I already I have somebody who wants to partner up with me in Orlando.I have somebody wants to partner up with me in uh in in the Tampa area.
Yeah.So, yeah, we're in Medí and um but you know, I'm talking to a group in Venezuela.They want to open up in Venezuela.Then I'm talking to another group in in Mexico.So, I need to be at these meetings.I need to have these these uh these meetings in order for us to see how we can grow.But I can't because I'm stuck with, you know, getting more patience in the door here.
Everything works.Doesn't matter which way you go.It all works.It just depends on how much time you put into it, right?It's it's kind of when you put it this way that this is kind of how I like to explain it.Say, you know, somebody's house is on fire, right?They're not going to wait a little bit to go find a fire extinguisher or call a fireman, right?Their house is on fire.They're going to pay 10, 20, $30,000 to save their half a million million dollar house, right?
Right.The biggest thing is when it comes to stem cells and regenerative is if 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 wasit just like booking a call and calling?Um, 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 like asking him specific questions just to avoid the tire kickers.Hey, like, you know, what made you be, you know, what gave you the interest in in stem cells?Oh, okay.Then they had 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 had education pieces in there like let's say somebody clicks through and the first thing is not booking in an offic calendar but more so teaching them about stem cells specifically and the mechanisms behind it rather than justgetting them on a call.
Okay, good point.
Did you 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 that 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 the last thing I want to cover because we are premium.I'll tell you right now, our program is $15,000.It's $15,000.
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?
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 and totally I get your point.Obviously,
but what I'm trying to get to is like nobody really comes to us with the full amount down like it's maybe 10% of people come with the full amount, right?What 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 then 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 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 a 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.
All right.I think it's a good time to pause.So part of the reason we pitch price upfront 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 cuz the pricing up front really what it does is with these higher level smarter like we're we're talking with doctors here clinic owners like these are prettywell educated people like 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 whenyou 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 like reach the value of whatever you probably told them as far as the price point rather than them sitting through the entire presentation, ears off, and thenthey're just waiting for the price at the end.Um, so it's really like an intention thing.
Awesome.We're going to go down with it.
What what what are the actual expectations?You know, what what can you tell me?There's document that you said, "Hey, when we did this company, this is what we did."
Right.We I can
I need to see exactly what would that because I haven't I haven't seen anything to see this.I'm I'm like the most skeptical email.
Huh?
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?You know,
I'll show you the pros 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 like about it.
So where most companies kind of up in the last year, excuse my German there, but where most of them up is Facebook changed in a completely different way to where you don't do the targeting manual 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 thequalification 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 with the company that you guys were working with, were they launching a lot of ads or was it just like a every now and then kind of thing?Well, a lot, you know, a lot of ads, you know, was a not 80, definitely not 80, you know, not not not like 20, not even 20, you know, maybe 12, right?
You know, and test I guess 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 pillar 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 workthere, see the reviews and then they want to see the people on the educational video who are 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 different
their procedure.Okay.And um I guess if you get anything like oh I'd like to talk to somebody you guys send 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 um 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 had the money right if I had the money in the bank right now, we would we would sell I would 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, here's the thing.15% of everything we sell until we can come up with the 15,000 and then you know we drop down to I mean that would do that have something similar to that we can I can show you like ifif
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 usum however we can so
if we did have options where 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 break it down to where itwas extremely manageable, like very manageable.But is that something you want to explore?
I Yeah, dude.
Okay.I mean,
in in terms of what we can do for you, cuz I I get it.Cash flow is like the most important thing when it comes to
Especially right now.Yeah.Especially right now.
Especially right now.Yeah.So, what if we do this?So, we have internal financing 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 finance, you can break it down over 3, 6, 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 like the constraints?
More reasonable.Yes.
You think it can get more reasonable than that, man?
You want me to do take my wallet while you're at it?
Uh, right.Right.
Um, no.That's that's reasonable.That's reasonable.Um,
and when would the $3,000 in ad spend would need to start when I need to start doing that?
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 Yeah.
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.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.Um, 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 your agency, instead of charging five grand up front, maybe you charge 1,500 a month for three months or whatever it is.like it's the same thing here, which is really what we're doing.Um, except with our financing partners we have, we get like, for example, $10,000 upfront for them putting $900 down, you know.
Um, 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, um, 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.Um, 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 GoHigh Lee.So, um, I don't got a paid pro program or course to sell you guys for 5 10 grand.Like, it's all for free.You guys can take it.And, um, 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 um as usual, I love you guys and I'll see you guys inside the next video.Peace.
This section focuses on handling objections, agreements, and payment timing without pressure. The speaker also shares scripts and recommends practicing mock sales calls with others in the community.
All right, guys.Welcome inside lesson three.Inside lesson three, we're going to be going through the objection handling and closing framework that I go through.So, we're going to be covering is number one, the most common objections.So, how do we handle people that have price objection, time objections, skepticism, etc.Because this is going to happen on sales calls.Next is going to 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 want to be thatguy where it comes across like weird or rude.Um 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 like the agreement, the payment, how do you schedule the onboarding call, etc.
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 um because I havea 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 agreementbefore 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 adviser, but I do think AI is at the point where Chad 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 Chachet can kind of do the basics for you.Okay?Again, not an adviser, but you guys do what you wish.Um, if you 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 in other words, for 95% of the time, if not more, they're saying, "I don't want to speak to you 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.Um, and the best thing I can say is if if you like have an agreement on standby just on like a Google doc or whatever, um, all the contracts and like signing it.Again, I'm going to talk about this in the fulfillment section, but this is all done inside of High Le.
So you guys can literally just like go to the agreement sections at a high level and get it all done there.Um, 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 and then they pay on that call.What you're going to do from there is you're 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 like by mistake and that person asks for a refund 3 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 of whatever your service is getting to them which is probably justgetting them more business advertisements the AI setup the whole nine yards.Um, 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, "No, 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 likehold them in without being rude, right?Like without having pressure.So that's how it should look in the kickoff call onboarded call should happen as soon as possible after they've been closed.Okay.Um the worst comes to worse is like if they aren't going to 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 2 days from now, but I really want to 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 restthen 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 cuz I have allof 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 thenyou 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, etc.Um, 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.Um, because a lot of this is helpful to be actually going through.And then there's also a bunch of other resources from like uh sales process, live call reviews, sales masterass recordings.All of this is all in here, guys.So, please like jump in here and fully dive into everything that's in this group cuz 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 uh objection handling scripts you guys should follow.
I'm just going to put them in here so I don't have to go spend, you know, 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.All righty.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 Lucid chart that you're going to show on your demo, on your sales call, and what you're going to share your screen with.Make it yourself um and for your own self.Record a private uh 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.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 re real sales calls that you probably had to spend a lot of time or money to actuallyget.
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.Um, 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 uh module six because that is really it for the sales section.
Hopefully, this all made sense and um I'll see you guys in there.
The speaker explains how to onboard clients using a funnel, set expectations, and streamline the first 48 hours after a sale. He also covers communication habits, contracts, and how to avoid overpromising.
All righty, 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 um not only get your clients betterresults, but small things you can do that nobody actually talks about on YouTube.I've not heard anyone uh 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 bestresults.Um 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, um, this lesson, specifically in lesson one, we're going to be talking about how to onboard clients and setting the right expectations.Okay, it's a really important module.This is probably going to be the one of the most important.This isn't going to be as technical, I'd say.Um, like there's a little bit of setup I'm going to show you guys and what we cover, but like as far as expectation goes for clients, that's the number one way to make sure your uh fulfillment is actuallygood, 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 GoHigh Level.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 funnel 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 at the 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 oneman show, if I had my back backend system set up like I do today, it would take very little time for me to onboard clients.Um, because the 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 cuz you guys can take inspiration from that however you want.
Like, I'll just talk about what 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.Cuz 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, uh, underpromise then overd deliver.That's the name of the game when it comes to fulfillment.
So, we'll start with the client onboarding funnel inside 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 know 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 that onboarding call is.um tell them this is super crucial you go for this because like it's going to speedrun all the time we'd have to spend on this onboarding call of going through some technical stuff connecting the Facebook account like goingthrough kind of our CRM and everything like 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 thenwhat 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 uh inputed into this client uh
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 um probably right after the sales call happens.Then they also have that link in there that they can start going through the onboarding process.Um 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.Um one of them is just like an intake form right here.But um 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 2 to 5 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 know, 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 uh 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 overpromise a little bit like as humans when we're in our sales environmentlike it this is natural, right?We're going to sometimes promise things that like we almost are a little bit like ah 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 going to get pissed, right?But if you said you're going to get them five leads then or five appointments, whatever, and you get them eight, they're going to be happy.
So, it all comes down to the expectations that you set for your clients.And please, like, I'm going to 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 their Facebook business manager account to yours 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 cuz 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, is just to streamline the process.It's just going to make it quicker, easier, and less of a headache for you because 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 highle sub account.
And this is why it's important when you guys use uh 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 subaccounts.And obviously, there 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 um yeah, that's just like four examples 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 the platform just like they have we haveour 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.Um, 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.Um, 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.Um click this and then you could do like single line and then you could write your question here.So like uh 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.Um, 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 um, 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 $15,000.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 um the 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, etc.Cuz 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.Um, and then in the school community as well.When you guys are in here, I have a lot more resources in the um, actual AI fulfillment training on how to use this stuff and how to like really go in depth and like I guess specify all thefunnels and everything.But like honestly, it's very self-explanatory.If you gotten 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.Um, 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 Lucid chart for this where I talk about my specific um 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, 7 days, 7 to 10 days, month 1, month two, and month three because I workon 90-day agreements with all my clients.Um 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 ask 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 break even, right?Maybe let's just let's just say it was a break even.Like it wasn't the best service you got, but they sent you a gift to their house.they were always really uh fast to reply.Like that's going to make it so not only does someone not like want to 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 youcare.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 hor like this is why the marketing agency space kind of has a bad rep.Um so this is something I do and you can find like um 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 canjust send it to their address.Next is the kickoff call/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/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.Um I'll probably show in the next lesson how to specifically have them add you as a user um 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 ofmoney and I get a percentage of essentially revenue that we bring to them.U like I have a few clients but they pay me a ton of money each, right?
Rather than like working with like a 100 clients at once.Um but we like script their VSSLs, their ad scripts, we send to them, they film it in person.Um and then this is I'm going to 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/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 when my team does, I have a specific person on 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 they used their list of all their contacts?Have they reactivated it recently?Do they have reviews on Google?We find every little little pain point that we our service doesn't solve initially that we closed 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 their 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 end up making an extra two to five grand.
Um and it's just like we treat this call as a second sales call which is really really really important.Um get access to retail account.So this has changed a little bit today because we just do everything inside a high level.Team goes through kickoff form connect Google calendar and sync get align expectations and next steps.Um, this is probably not applicable for you guys.Don't worry about this.Neither is honestly upsells if you're like brand brand new.Um, all of this stuff is probably not applicable for most of you guys if you're just signing your first client.Um, this is just stuff you can do as you look at it and getting more advanced.But aligning expectations, next steps is probably the most important thing on this entire list.Onboarding calls, you must anchor expectations.Okay?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 all this millions of dollars, you have to like you have
to have what's called an alignment, right?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 just 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.Okay?So, that's like uh a bigger problem and a bigger issue, but I I thought I'd mention it.Um, and then over seven days, we try to get everything launched and delivered.So, we have our AI 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 going to be all you that's doing this stuff.Um, and I'm going to talk about how to do this.And then we have video editor edits 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 set up 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 at line 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 3-week trial service, do weekly check-in calls, too.I just recommend for 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 check-in 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've probably worked with other agencies in the past, like I said earlier, who are really slow.
Um, we also do Loom campaign reports every Monday.So this is like every single Monday they'll get an 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 uh recaps things.So I have somebody on my team that does that for their current stats.Month two, same thing uh except we just moved this to bi-weekly check-in calls and then same thing with month three.So that's how it really looks.That's the whole client like journey as a I guess as a whole.Hopefully this like made it a little bit more simple.Um so yeah, let me head back into the slides.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 undelivered 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 you want a mutually beneficial relationship.And it's like put yourself in their shoes.If some if you just paid somebody $5,000 for a 90-day service and they're not replying to you, you know, and it's taken them a long time to reply, you're going to get cold feet super fast.So, just know it's super important to be responsive.Um, as that should go with that being said, um, automating forms.
So, we've 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 uh in that onboarding funnel, but I want to quickly show you guys how to use the contracts featurebecause you don't have to use like docuign or some other like panda do other thirdparty platforms to get their contract signed.You can just do it inside of 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, uh agreements that are completed, archived and draft, whatever.
So all you do here okay is you click new and you click uh 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 um any sort of conditional guarantees that you want to have right aroundwhat 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 emailaddress.Now, I know some of you guys are asking like, "Carison, like I want like contract uh templates or whatever."Like, again, I'm going to preface it.I'm not a legal legal adviser.AI does a pretty good job of this stuff.
So, Traclaw, it can give you good like outlines for your agreements.Um, but we also have some agreements right in here that you guys can like use as templates uh 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, uh over like I would overcommunicate rather than undercommunicate.Like it's just better and 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 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, underpromise and then overd deliver.This should be your whole idea of business.Okay?Like when you work with people, you don't want to over like overpromise 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 overpromise 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 underpromising than overd 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 uh great with like also making just an agreement and a contract for yourself um and your in your business.But just really write down everything that you're going to do for your clients within a certain time frame 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 figureure agency.So, like obviously there's going to be some stuff that's different for me that you guys might just like do uh like at a smaller scale, I guess, cuz you guys are start starting out, but you're still going tobe better than that guy who isn't watching this video, who's starting out, who's just kind of free-for-alling 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.
This chapter shows how to get access to a client's Facebook assets, choose the right funnel type, and build ads for their offer. It also covers reporting, optimization, and upsells during fulfillment.
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 than 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 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 I know it'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 client 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 and 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, they're 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.Uh, next is confirming permissions before you actually launch the campaigns.Match the funnel type to the client's offer.So, lead genen, booking, purchase, etc.Um, and then keeping the funnel simple.Okay, so that's really going to be the main things we're going to cover here.And I will actually just go directly into my Facebook uh business manager to show you guys how they would give you access.
And then the last thing we'll 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 this screen.Um, like the easiest thing to do, guys, is when in your onboarding funnel, if you guys go down here, um, 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 haveit.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.Um but I personally just think it's a lot easier in people.You're going to go to people uh 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 what they would do is they click invite people right here and then they would enter in your email address that you have registered with your own business company portfolio.
So um that's the email address you would ideally put like down here that they can copy and paste.Uh so let's just say it's a live.com, right?Just as like an example.Okay.Um 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.Um, 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, I 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 in 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.Um they actually don't even have to select the profile of theirs, but they can if they'd like.
Um because you have full control anyways.You can still assign yourself access.They would just click next.And then boom, they would click invite.Uh 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 the to their own Facebook page and their ad account like so.Um 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.Um 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.Um, 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.So, 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 closed 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 or they want more jobs.What do you recommend funnel type I end up doing?and I'll try to give you like 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 callif that makes sense.So, as far as campaign setup, writing ad copy, um 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 uh roofer leads or whatever, right?
Instead of using a funnel, which is what you make to for them inside their own sub account inside a high level, you make them like a lead form.Okay?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 um it's a very simple form that you can make inside of like if you guysactually 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 autofill 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 going to probably have to blur some stuff on the screen right here.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 client's offer on there.So, like you're going to 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 homeevaluation.Like, all Seattle homeowners, uh, get your home evaluation, right?Because who's going to opt into an ad like that?People that want to know the value of their home because they may want to end up selling it.
Okay?So, it's like figure out an offer that is appealing in all of your different markets because 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 BT like what would be the best offer based on your situation and your clients.Um, 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 have 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 the opposite end of the spectrum for realtors, which is instead of home sellers, they may want home buyers, maybe do a free buyer list, right?So give them a free homes list of all the homes that are like in this certain area that they want to buy in.
And then boom, you go from there.Like that's going to appeal to somebody who's in market, right?Rather than some blanket statement like do you want a realtor, right?Like nobody nobody wants to see that.That's not an offer and it's not going to convert.But what it could look like is like if you're not doing lead forms and you're running just like a VSSL 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 VSSL for our clients.So like a lot of you guys just replace this VSSL 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.
Um but you just send them to a calendar page.People would book a call and you'd probably make a pre-all page, right?like this is all appointments that are going to be going on your client's calendar and um you could even set up the actual AI caller to confirm these appointments the second they book which I think I'm going tobe talking about in the next lesson.Um so you set up pre-all page cool and then you book you know consults or whatever.There's actually a direct uh these like two or three appointments we booked in one day for one of our clients in our Slack channel.But um yeah regardless and these are some ad results I think as well here we have like a few thousand dollar spent in just like 20 days um 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, Claude, CHBT.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 checkout 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 B TOC 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.Um 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 um that I referenced actually in the previous lesson as well.But let's talk about connecting leads with your AI caller.So, um 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 GoHigh level.It was tools like retail, Vappy, um there was a Simflow like these are all different AI caller 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 instead of high level.So, like if you guys are not a techs 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 andyou can make an AI caller in probably under 20 minutes.Okay?Because it's all inside a high level, which is cool, but I'll get to that soon.Uh, basic B TOC advice for scaling client ad campaigns.Um, start small, okay?So, if your client's budget like is 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 they close a deal and they're like really profitable, have a call with them, what's called the check-in call, and justtell them, "Hey, look, you're at a like a 5x profit right now.
So like we put a dollar in on ads, you make $5 back, where it's like you put a dollar in, you make $3 back.Let's scale this campaign instead of spending $50 a day.Let's spend $100 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 is 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 etc umI really don't look at like the small little metrics as deep like click-through rate uh 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 time frame and the time frame really is irrelevant but let's just say time frame to have in there so how much have I spent time frame what's the cost per result and how many results results havewe 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 vettingthrough 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 um to an extent is a vanity metric.So, like your cost per lead, having a much higher quality cost per lead at $100 is, in my opinion, a lot better than a cost per lead at $50 that's like horrible quality, if that makes sense.
Um, next is sending automated weekly reports with key metrics and results.So, we use actually Claude um for to help with this stuff.And we also use some stuff with CHPT.Honestly, I have my dev that does this for me.just essentially we have a system that's pulled in where we pull our ad metrics data um just every single week on Mondays that essentially gets directed to our team and our team will make a like my media buyerwill make a loom covering all the metrics and stuff for you guys though it's very simple like if it's your first month month working with a client like just jump on a call every single week once a weekand review all the metrics with them um 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 know down the line in the conversation they're asking about these things that you just didn't want to uhtalk about you know next is highlighting the actual wins itself like make sure you do that you know like if you have a win around like even just getting their ad campaign set up or um you know gettingthings up early or getting a lead through the funnel like have this communication with them so it's like you have documentation of you fulfilling and succeeding with your service okay cuz just know it's a two-way partnership when youwork of 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 suck at sales, okay?
So, you can get them a 100 leads or 100 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 the 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 make 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, 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, um, if it's compliant and everything like that, like we 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 uh extra services.One is the onboarding call, the kickoff call because it's the easiest time to, you know, quickly be like, "Hey, you have all these gaps in your business.We're going to help solve the the lead issue and obviously the 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 upand 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 um 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 a check-in call um 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?U maximize the cash or the LTV when clients you have.Okay.Um the whole metric in the agency game is cact meaning how much do you spend to acquire a customer on your own B2B ads verse how much are they worth right so like if a client is worth onaverage over a 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 um so like examples SEO and you can find people that do all these things on Fiverr Upwork all these you know platforms but yeah like uh new website if they need it.SEO, if their SEO is really bad, um 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 likea 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.You'll book a ton of quick results for that, you know, and that's actually the quickest way to get results um is through like quick little surfaces 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 because 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.My gosh, you know, we're going to get all this stuff done.You know, I'm so excited to fill 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, hm, 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.Like quite frankly, and I tell you guys it 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 like give you one perfect path to follow is show up to my weekly call.call I host in the school community and maybe ask me.
The speaker compares AI voice platforms and recommends the native GoHighLevel voice setup. He then walks through building, testing, and deploying an AI caller workflow for client leads.
That's like probably the best thing I can tell you guys.Um, 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 themsome updates, etc., etc.to keep that really strong communication.Um, lastly, heading to lesson three is we're going to talk about, I believe, AI caller comparisons and really how to all set it up and so on.So, that being said, I'll see you guys in there.All righty, 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.
Um, 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 couple years at least.Um, 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 because last year it was kind of it was very technical.Um, so this comparison will be based on speed, stability, pricing, ease of use, and works inside of GoHigh 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.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 free courses I've done on this uh just on my channel is every single time there's like some weird connector Zapier backend crazy automation systemsetup you got to use for it.Now it's so much easier because it just all works and syncs inside of Goh 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.Um, you know, it's fast communication, everything on results.It's on on calls.It's really good.It sounds really good.It's probably one of the best sounding AI callers.No monthly or platform fees.So, it's only pay as you go, which is really nice.Um, 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.Um, and it's very cheap as well.So, it's like 7% or 7 cents on the minute.
So, um, 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 uh per at a time interruption response isn't that instant and then other platforms outside to manage in high level.So the big thing I'm trying to make as far as a point here goes guys is retail AI is actually now partnered with go high level.So this is 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 High Level and they've made a partnership when you make an AI voice agent inside of Goh High Level, 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 highle 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.Um so, kind of like as a summary, these are all the different platforms out there.11 Labs, Sinflow, Bland, Vappy, Retail, and Go High Level Voice.Um, 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 Highle 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.Um, 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 Leo 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 go high level voice which is
super cool.Um 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.Uh interviewed the founder Jordan.Great guy.They have an amazing product as well.Um there's just a couple things where I think retail does beat him.Obviously now it's inside at a high level.So retail go high level is the best AI voice agent on the market right now.Hands down.So, let me actually go through live setup with you guys.It'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 uh for your clients, you want information.And you could probably even use an AI out there like chatbt to literally scrape your client's business public data um 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 um 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 OpenAI account that is specifically for AI callers.And I've built this off a ton of training um 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 easyum which is dope.So, next is going to be 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 um you know logging call results inside of your pipeline, reviewing scripts, resources, etc.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 to have a human there.So let me jump this out a high level and I'll show you guys everything.So once you're in your highle sub account as so and this is probably going to be for your client.So again, to like reiterate here, um I'm going to switch to agency view just to 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 guys this right now.I already showed it earlier, but I'm going to 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, um restaurants, chiropractors, uh bookkeeper, mechanic, dental, electrician, gym, uh accounting firm, landscaper, life insurance, mortgage, med spa, personal trainer, plumber, like yoga studio, bankruptcy alert.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.Um, but if you guys run into issues with it, you can just show up to my weekly call and ask me there as well.So um, 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.Um, so once that's done and you actually switch over into it, um, 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're gonna
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?Um, not only on Facebook but also Instagram.And as leads come through, you call them up, qualify them, and book them directly into my GoHigh level calendar.
Got it.You're looking to have leads from Facebook and Instagram contacted right away, qualified, and then book straight into your GoHighle 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, etc., etc.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 um there's like a ton of stuff you guys can look up from different agents like HVAC, I saw this um real estate services, etc.Honestly, that's best just create from scratch is the best thing.And then you want to just click um flow.Well, actually probably for a lot of you guys 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 going to 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.Um, 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 foryour 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, etc.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 um upload through a ton of different stuff as well which is kind of dope.So that's we're going to 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 uh what 4 seconds on the minute uh or 4 cents on the minute.If you guys want a little bit more expensive, higher quality stuff, obviously like Luna up here is pretty good.Um I think a lot of our clients right now are on 5.5 5.1.Um so yeah, take with that as you is.
And then uh 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 of high level, you'll assign it right here.And then if you guys also want to set it up with chat widgets as well, you can.don't re don't recommend that honestly.Um, make sure it's all working hours, so 247.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 you can test it.You can kind of just like keep going through until you really like it.Um, there's some other small settings in here as well.So, if you go like post call, we can see contact news, reporting, uh, outbound settings.
You'll just need to, uh, enable this inside of your agency settings like so.And then you're pretty much good to go.And that's really the entire highle 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 Highle Voice and High Level in general has been one of the leading AI softwares and CRM out there just with what they're releasing because nobody else in the market is makingit this easy to use.um 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.Um 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 f 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 going to be different for all of your clients based on their business information, etc.
Which is super super convenient.So that being said, let me head back over to 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.Um, obviously you can go way more in depth with this stuff and you can always chat with highle support around questions you have for it.But this is what you're going to set up to call 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 the system yourself before you launch this for your client.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've make sure it's good.You've monitored the calls after launch so you see how the conversations are going with your clients leads that you're generating.Do everything.Okay?Okay.And like even you, if you really wanted, you could set up these AI callers to not just call your clients leads, but act as like a whole receptionist for their business.Okay?And that's like I've 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.
Um, 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 when the time you're watching this than when I'm filming this right now.Um, 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 uh different p purposes and use cases and just everything is probably different as far as your goals, but that's like the very basic overly fundamentals of what you shoulddo.
Um, 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 um yeah, I'll see you guys in the next module.
The final section discusses scaling campaigns, improving ROAS, and testing new creatives and audiences. It closes by explaining how better offers and higher-value clients support long-term agency growth.
Let's go.All right, guys.Welcome inside module 7.Inside this module, we're going to be talking about scaling your agency and hiring a team.So, obviously, this module is a little bit more advanced.We're going to 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 want to see what your agency is going to 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 zero dollars a month or maybe a couple grand a month, look at this as inspiration.But again, I'm going to reiterate this just like I did in the client fulfillment module.This isn't 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.All right, number one, scale the campaigns that are already working.So really, this is going to be important um when it comes to actually how to go from, let's say, 10K a month to 50K a month to 100K 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.Uh 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 your rorow ads 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 rorowaz.And that should go without being said, like you want a 5, 10x, 15x row.
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 of back-end revenue.Okay?Because the most expensive time I guess to acquire or the 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 first LTB, like you know, if your cost to acquire a customer is $2,000 and your LTB is $3,000, it's like you're workingon really thin margins.You know what I mean?So, you want to like really double down on anything that's above a 3x row ads, okay?Um, 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 5 to 10x raz 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 raw 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 ideoggram.Prompt it with chatbt, give it to ideoggram, boom, you have four ads, right?And that's just really coming down to your offer and it's very offerentric.But video ads allows you to really speak to your ideal customer.
And the cool part about video ads too is 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 in90 days like a lot.But there's realtors out there who have 10 listing appointments come on their calendar like every two days, every 3 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 dollar 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 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.So, 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 in 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 do well and the clients who just are kind of bad.And a lot of that comes down to like just overall business like um 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, you know, on the verge of bankruptcy.it's just because they're bad business owners and they're lazy.Um, 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 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.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.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.Interests is you make like five to 10 interest stacks that you put in your ad set and you try to target those.And then look alike.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 allthe stem cell clinics that do above a certain amount of revenue.I scrape that list, and I've paid someone $1,000 to do it.Um, 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 lookike 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.Uh especially in the B2B environment when you're running ads to get customers.Um so you kind of like I only think you introduce the lookike audience stuff if you're spending like over$150, $200, $300 a day on ads for your own B2B ads.Um if you're spending below that, stick with broad, stick with interest.I think it's just a little bit easier.Um, 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 want to 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 want to watch live demonstration of you on a Lucid chart breaking down the exact system that's helping people like them.So like you want to you want to 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, you know, writing obviously, it could be listening.
You want to appeal to 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 unlisted 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 talkabout 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 tohopefully 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.Um, 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 can 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, etc.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 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 100 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 like, and 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 going to 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 want to be able to afford those people to actually elevate your business, you've got to 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, 50k 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?Because nobody wants to hit that one big month of you making 50 grand or 100 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 going to be paid ads, okay?Double down on it.Make more creatives, test more, and ultimately just realize that like in order to hit the 5 to 10x rorowaz range where you get the most profitability in your agency, meaning it's the cheapest cost to acquire a customer, it's
going to come through 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 going to what is going to unlock you at scale and you don't want to go without that is what I'm trying to say.Um, 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 6020 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 heading into lesson two.I'll see you guys in there.All right guys, welcome to lesson two.This is going to be hiring within an agency 101.All right.And I have a lot of experience talking about this cuz 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 had my team super bloated atone point.I've been super lean and I'm going to talk about the experience between both.So let's talk about start by hiring the tasks that free up your time first.Um and there's a certain way to hire in the agency game that I think is really important that I'm going to talk about in order of operations what you hire.
Understand the job yourself before you delegate it.Uh 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 start 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.Um use test tasks or trial projects to evaluate real skills before you hire them.Um and lastly, prioritize attitude, reliability, and communication.um 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 so for some context, here are the different roles you would hire.You would 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.Um, you can go to a platform, it's called online jobs 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 1, two, 3, 4K a month in that range depending on how many clients you work with.Um, 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 a CSM.
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 uh relay any data, anything new to the client uh on the ad side.And then really that's kind of like the clientfacing um hires that you would make.And honestly, the VA is not client facing, but it's 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.Um 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.Um now, you're probably asking, Carson, which ones do I hire first?
Let's say I'm making 5, 10, 20K a month.Who do I hire?I always think it's way better to hire the back end out first than the front end.Because if you hire the front end out first and you hire all your sales people, so you hire setters, closers, etc.If 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 back end you're trying to do.You're still in the weeds there.It's like you're you're taking your eyes 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 back end 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.
Um those are going to be the first couple 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 highle account setup, the sub account setup is all done by a VA.You pay like three to 500 bucks a month.Okay.Um 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 3 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, etc., right?And do all kind of like the communication over whatever platform you use.It could be Slack, it could be, you know, WhatsApp.Um, actually my recommendation is depending on your niche.So if you work with like realtors uh or bluecollar, 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.Um, I don't think email is the best.Personally, I don't think it is.If you work with more white collar, I believe is the right term.So, it's like dentists, doctors, lawyers, higher level people, use Slack.Um, 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 back end, the back end runs itself.
You're kind of good.You're just taking like the leadership calls there.Um, you'll eventually go hire the front end.So that means you're going to be in the trenches taking sales calls till you're making 30, 40, 50k a month.Okay?I know guys that take sales calls and they're at 500k a month still.Um, but they've just outsourced their back end.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 100 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 going to be really difficult and you're probably going to 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 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 going to be pretty hard, right?Because it's 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.Um, 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 long term.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 a wrong fit.
Next is look for people who align with the vision and values.Uh these should 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 I think 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 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 mess with them like as long as they can do your job fine just get along with them etc.
You know what I mean?Uh next is hire from specialized platforms based on the role.So um 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, uh, sales gurus, people who sell courses on, um, 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, um, they have the part of their deliverable inside their course for a lot of them is actually placingthis 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.Um I am I share some of the recruiters to people inside my school community if they're like already scaled up high level.Um especially if there's people that I just one-on-one mentor.I kind of give you guys my network around this stuff.So um yeah, just make a post in 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 done all that cuz I do that with a few people inside the group, then yeah, I mean you guysshould 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 someone in the onboarding process, ask them to do the job like before you hire them.
So if it's a salesperson, do a mock roleplay 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 can they know how to make it.Um, but just see what they do.See how creative they are, see what their skills are like, etc.before you hire them.It's the best way to see if they're worth hiring or not before you hire them, you know.Um, and then lastly is prioritize attitude, reliability, communication.This all kind of goes into hand with like um, 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's lazy and takes weekends off like this is going to 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 cuz that's like some absolute sauce and some game I wish I heard whenI was starting.But if this is not at where you're at yet for the future, maybe write this down.
Um, go to job posting sites, post job post for whatever you want.So, it could be like a media buyer, VA, online jobs.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.um regardless if I think the second interview I had for this role was absolutely a killer.Okay, it's just like I have to do this.It's a rule for me.Next thing is head to lesson three.So, I'll see you all in there.All right, guys.Welcome inside lesson three.This one is going to be talking about transitioning from an operator to a CEO, okay?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.Um, 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 watchif you're not here yet, or if you are, it will be helpful.Um, just so you can 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.Um, build systems that run without your constant involvement.This is so key.Uh, spend your time on growth activities.So, this is partnerships, big decision, and scaling.Then, avoid burnout in a high growth agency.
So, set clear work boundaries.Prioritize rest and recovery.Um, 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 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 would 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 like and I I never want to shame anyone for their goals.Like 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.
Like if that's your goal, if you've hit the goals you want, you want to just sustain that, then like optimize your life around that, you know?Like truthfully, guys, like I honestly think um this is like 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 what I'm going to 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 amonth 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 thewatch 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 um so like
just understand what your goals are and like delegate around that.Next thing is delegate execution uh to your team, trust them and 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 um my main actually AI developer could probably do this for you.He's done it.He does this for me to this day still.Uh his name's Emanuel.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 techreated.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 you're going from 100 to 200k amonth, 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.Um, 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.Um, obviously I post on here.Obviously, I've monetized it.Um, 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 cuz I genuinely enjoy it.Like I love doing crazy challenges like working at McDonald's for a couple weeks and like taking that money, starting an agency and seeing success with it cuz like nobody's like doing that and I'm also just like a creativeperson and I genuinely enjoy making content.So, it's like um at a certain point you're gonna have to 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 tojust coast?Like no shame in any of it, but like I've always post on YouTube.
So, it's just easy for me to do it.And that's where I find like honestly my rest, you know, is like posting on YouTube and doing this stuff because my day-to-day actual work I'd say I do is running an agency.Um 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.Um next is choose your next growth move.So fix one constraint, assign one owner, and review weekly.
So um we have, you know, 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 forevery single person.So we review um 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 boulderforward and it's like we assign everyone their own roles.Um and last thing guys is head into module 8 cuz that's really it here.So hope you guys enjoy this one.I'll see you guys in module 8.All righty guys, welcome to module 8.It's the last module inside this entire free course while 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 $5 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 going to 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 supportyou.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 likehonest 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 can join it completely for free, okay?Where the winner 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 will get a new Apple MacBook and third place will 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 GoHigh Level Plus an invitation to my private mentorship group, which again guys, I don'thave a $5 $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 cuz the top link to join will be in the link in the description.Obviously, the winners, you guys are going to win some crazy bonuses and I'm so excited to give away that Rolex.
And thank you for watching this video.This took over 3 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 um 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 cuz 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.