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Alright, gang. Let's dive right into it. Welcome to webinar Thursday, actually, today.

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Thanks for joining us, tips to grow your online

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community.

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If this is your first time joining us, welcome.

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I'm Jason there on the left, and we're lucky to be joined by Rick and David today in today's webinar.

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Rick is one of the the support specialists here at Brilliant Directories.

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Many of you have probably emailed or have done phone training with Rick.

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Rick, thanks to you for joining the webinar.

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Hey, Jason. Hello. Hello, guys. Happy to be here again. Looking forward to this webinar.

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Awesome. And David is, the digital strategist here at Brilliant Directories.

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He's helps a lot of, our users helping setting up their online communities

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as well as helping us here at Brilliant Directories to,

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put on these webinars and getting the webinar replays,

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back to you in the Facebook group and in the community.

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So, Dave, thanks for joining us here as well. Thanks, Jason.

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Thanks, everyone, for joining us on this webinar Thursday, and happy opening day to all you baseball fans out there.

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Yeah.

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Alright.

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I always like to mention if you're not already a member of our Facebook group, we invite you to join us there.

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You can go to brilliantdirectories.com/Facebook,

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and you can click on the join link.

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I'm gonna assume most of us here are already part of that Facebook group.

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It's a great place to continue the conversations in between

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webinars.

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I participate in there myself.

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There's some great questions in there and a lot of support from the BD,

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community. So feel free to go to brilliantdirectories.com/facebook

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and join us there after the webinars.

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And I always like to mention for those of you joining us for the first time, welcome.

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It's great to be with you here today.

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Webinar Wednesday is a great venue and a great place to sharpen our marketing skills to grow

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our membership community. So some of the topics we like to discuss

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in webinar Wednesdays,

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are ideas to convert website visitors into maybe free or paying members,

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finding ways to increase your website traffic. We've covered,

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SEO quite a bit in the webinars, how to add keywords to your homepage and other internal pages of your site and other strategies that you can employ.

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Some fun things are identifying revenue opportunities,

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even identifying who your audiences are and what type of content you should be,

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displaying for them. So those all go into

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marketing your site and packaging your site to be a nice product

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for the niche and the target market that you're

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serving.

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So if you have questions about your site, maybe you're in the setup phase, maybe your site has been online and you've plateaued and you're looking for new ideas,

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please save those questions. We'll be getting to them soon.

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And Patrick, joins us very often in the webinars. He is not, in in the webinar

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today, but there was a lot of buildup, and,

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they finally released their free master class,

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training. I think it's a three or four part series,

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and,

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we invite you all to check it out. It's it's a free master class.

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It's amazing tips on how to really define what the product is that you're selling,

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in the market you're trying to target. I'm gonna go to the directorygurus.com

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website just so we can kinda check it out a bit.

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And, David, you actually,

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joined in and watched, the master class that they offered.

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Can you tell us a little bit about what it included?

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Yeah. It's,

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so the master class video, it's available for free. It's, I think it was thirty six minutes.

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It was I think it was five parts.

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And they really hammered home the entire process from

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first initially defining your product all the way through,

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running campaigns

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and really growing your membership

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community and generating additional revenue

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through,

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other avenues.

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So I figured I'd since Patrick's not with us, I would just run through those,

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those sections real quick.

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The first part, defining your product, they really hammered home the point that you gotta determine what your target audience is first.

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And then from there, it's usually not a bad idea to actually cut that target audience down in size a little bit to really hone in on the supply demand element of your business and finding the true niche that you're gonna be filling.

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From there, you move on to a proof of concept.

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So you get, you know, just a bare bones general

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foundation of a website live.

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You can reach out to some of those people in the target audience to get their feedback.

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And then from there, based on that feedback, you can decide whether or not you're ready to actually move forward and and go to market with your website

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or if you need to revisit your proof of concept

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based on the feedback that you received,

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maybe edit a few things, change some things up,

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and then you can go back into the getting feedback stage and

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kind of repeat that cycle until you're ready to go to market.

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After that, the business structure,

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one of the great points they they really bring to light in this this video

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is when you're starting a directory website,

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for 99%

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of you, you know, it's a business. Your goal is to is to make some money with this thing.

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So you gotta think of it as a business. And so they go through the business structure

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of Bruce's website, Yoga Alliance Professionals.

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You know, he's generated over 7 figures now with, his Brilliant Directories site, which is a directory for yoga professionals.

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And so with the business structure element of of this video, they talk about the different tasks that need to be handled by your team.

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Or if you're just an individual entrepreneur running your site, then, like all entrepreneurs,

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they talk about the different hats that you're gonna need to wear,

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in in terms of managing the day to day elements of the directory as well as growing the directory.

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Dave, I have I have a question for you.

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The proof of concept stage, that's basically getting your initial idea online. Right?

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Yeah. Just the bare bones foundational website.

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Nothing too fancy,

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but getting just getting the essentials out there

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and then allowing

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members of your target audience, reaching out to them, telling them about your website, and then getting their feedback, letting them know that, you know, it's not ready to go to market yet.

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But if they have any feedback, you know, we'd greatly appreciate it. And based on that feedback,

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you can,

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you can kind of chisel out any additional features or or elements of the website that that need to be corrected.

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Interesting. Because I see when people are first setting up their site, they actually, like,

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spend a lot of time hoping that everything is, like, picture and pixel perfect and and that they've anything that that they could ever think of for the business and the website is is set up first before they kinda, like, release it to

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the public. So I'm I'm assuming

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that with the and I haven't watched this yet, but with the proof of concept, it's kind of the opposite.

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You wanna get something up that's presentable, but it's still it's it's online quickly.

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So rather than investing so much time, you just get something basic online and then use the feedback to to continue to make more changes rather than trying to assume everything that needs to be set up from the start.

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Yeah. Exactly. Because the goal of this proof of concept is to get that feedback.

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So all you want is just enough to

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to let the people testing your proof of concept

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understand really what the website's meant for, what they're supposed to be getting out of it.

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And if they want to get anything else out of it, that's already not included. So

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by getting this proof of concept going and getting the feedback, instead of hoping you have all of the right elements on your website before you launch,

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you're

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almost guaranteeing that you do have all of the essential elements of your website ready at launch.

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You know, it's and I just want one more point about that.

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It's almost like a soft opening for a website. You know, like, restaurants have grand openings.

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Well, before that grand opening, they did a soft opening,

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you know, to kinda stress test the things, get get feedback on the menu, and then before they finalize it with a big, you know, with a big marketing push.

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So, I like this.

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So it's it's teach it's kind of recommending to be quick and nimble rather than going all in when you're when you're doing the initial setup of your site.

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Yeah. Exactly. Soft opening is the perfect example or the perfect analogy for it.

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And, actually, what I found really interesting

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is

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Bruce talked about in the video

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a little bit of how they used this entire six point timeline or formula,

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for the directory gurus.

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And he delved in a little bit to the directory guru's initial proof of concept and then how they got feedback from all of you who are with us in the webinar,

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got all your feedback, what you wanted to get out of the course.

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And from there, they actually needed to go back to the drawing board a little bit, recreate this series.

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And so that's how they knew when, it was time for them to launch, they had all of those essential elements

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put in place that their target audience, you, the directory website owners,

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wanted to receive out of this.

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That's really good.

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That's a really smart way to kind of approach it, especially when you're first setting up your site.

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You know, what is the what do they mean by the directory equation?

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What do they cover in that section?

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They used a really good example in there is in that all directory websites for the most part have

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two users,

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essentially. You have the

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professionals, and then you also have just the general users. It's like with Yelp.

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You have the business owners, and then you have the customers. So it's a so it's like a marketplace.

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Like, Uber has the drivers and the riders.

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Exactly. And so a lot of times, people aren't sure

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how to get started. They don't know which one of those two groups

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to go after first. Do you go after the customer?

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Do you go after the business owner or the professional?

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And

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Bruce dives into it a little bit more in in the video, but, essentially, you just gotta pick one.

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You gotta roll out, you know, maybe one or two,

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simple marketing campaigns or email campaigns ideally.

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Get them on board. And then once

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they're on board,

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the other half of that equation

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should

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naturally follow suit.

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I've I've noticed through the years when people are starting their directories, they they kinda get they freeze a little bit.

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They're like, well, why are people gonna come to my site if I don't have any members?

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Why are members gonna, like, join my site, like professionals, if I don't have any visitors coming to my site?

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And it's just this

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this conversation of what came first, the chicken or the egg.

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But I I think that's a great I mean, he probably talks about it in more detail, but just picking one and getting it established,

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and then the other side of the marketplace will follow in a secondary,

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marketing campaign.

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Yeah. Well, I mean, even the the proof of concept

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element of this plays into that directory equation also because Gotcha.

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Part of that proof of concept is getting the feedback.

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And so if you're receiving feedback or at least if you're reaching out to people for feedback,

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you already have some people who

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ideally

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might be interested in joining your website.

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So those might be the people that you wanna reach out to first

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once you're past the proof of concept phase and you're ready to launch and go to market with the site.

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Gotcha. What are the last two just, real quick, campaigns and the blueprint?

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Yeah. So campaigns,

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they talk they basically ran through the basics

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of how to run marketing campaigns

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to grow your membership community and continue generating revenue.

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So they talked about some email templates,

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landing pages,

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all that sort of essential stuff that goes into running a successful marketing campaign.

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So kinda like actionable.

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I don't like actionable steps that people should take to to actually get the ball rolling in in Outreach.

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Yeah. They didn't go they didn't go into

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too much detail about specifics for for, like, email campaigns or landing pages.

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They didn't give any examples, but they did discuss it.

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And then I believe they I'm sure they have some other resources on their site that go into that element of this

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entire blueprint.

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And that goes into the six point.

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The blueprint is basically just this entire process put into I think it was like a nine point

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timeline. And you kinda just run through it, check off all of those things.

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And so like I mentioned, you know, it starts off with defining the product, initially figuring out who your target audience is, and then it goes all the way through to the end, which is

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rolling out marketing campaigns to continue

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to grow your membership community and then to generate additional revenue

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through different avenues

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that you may not have initially,

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included with your site or maybe that you didn't even think of, and it was your members, your target audience, who actually brought those potential revenue generation opportunities to you.

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So they they really cover all the bases.

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You know, I've worked with hundreds of directory sites now, and I was impressed.

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I I picked up, one or two really good useful tips from them.

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So I highly recommend it, and it's free. It's thirty six minutes.

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You can sit down and you know, before bed or something and and watch Bruce guide you through the whole process.

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Alright. Well, thanks for that, synopsis and summary of, the video.

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You guys can go to directorygurus.com.

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I think you just gotta put your email in, and then you get direct access,

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to the entire,

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free video series that they have right now. That's correct.

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Alright. And we always wanted to keep this slide in,

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the webinars. Just a reminder, don't get stuck on the hamster wheel.

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And I think with that six step program that we just outlined is a great example of how to continuously

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move through different steps

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of growing and operating your business, whether it's research and development or, email marketing or getting feedback from your users or even designing your site.

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Just make sure that you're giving an equal amount of time to the different,

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elements that are required to keep your business growing to always, create traction

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and forward progress and movement.

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So just always remember to keep moving and don't get stuck on one aspect

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of the business.

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Alright. We were able to fit this on one slide. We were thinking about,

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doing two slides, but we have some BD Lab updates to share with you guys today.

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A lot of these are just settings based, so we're gonna show you where some new settings are, and I'll actually start at the bottom here.

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We have some add ons coming soon.

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The bookmark counter, it will actually show how many, likes or bookmarks a specific post or member profile has received.

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So, you know, if, somebody has liked a blog post 20 times or well, I mean, if if a blog post has received 20 bookmarks,

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from various visitors on your site, it'll show that count, very similar to how Facebook shows how many,

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likes a discussion or comment has received.

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So that's a great way to show more activity on your site.

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Report this page.

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We covered that in the previous webinar with a demo that should be coming out shortly, allowing people to flag

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pages on your site that might have inappropriate content.

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And this one's been going back and forth in QA a few times.

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We're just trying to make sure we get it right. The ability to sell digital downloads,

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basically, it's a way to sell products that are not membership levels on your site.

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So, you don't have to create a membership level product to sell an alternative product on your site.

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So maybe you have additional services or you wanna make a a product so people can buy banner ad space or SEO services or whatever else you wanna sell to people that are non membership levels.

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This add on is going to allow you to do that and also nicely organize who's buying which products as well.

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So we'll start at the top here now and move back up,

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show you some of these,

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lab updates. We'll start with the one for more control

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for member post limits. So there is an add on where you can set the limit of how many free posts,

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your members can publish. So

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you can if you

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are allowing your members to publish coupons, for example, you can limit

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it to, let's say, five, and then the member won't be able to publish more than five.

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There are some new additional settings around this right now, and I'll show you exactly where they are.

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So if you go on over to your dashboard,

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and we're gonna go to the finance tab,

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manage products,

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and this is related to post publishing settings.

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So we'll we'll edit this silver plan here as a as a sample, and we'll toggle on over to post publishing.

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Now here, because we have the post limit,

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add on enabled, we now have this nifty drop down here.

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And I'll show you, I'll explain exactly what these three options do.

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I'll start at the bottom here again. So there's three options here.

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Let's talk about community articles. So

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you can set this so these members

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only get to publish free posts and no paid posts. So why is that valuable?

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Well, if it's set to zero, they can publish unlimited

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posts, so there's no limit as to how many, in this example, community articles they can publish.

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But if we set this to five,

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now they can only publish,

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five free posts

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total, and even if they wanted to pay for posts for additional posts, they won't be able to to do so.

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They're just limited to five total free posts. So if you really want to,

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just contain the amount of content, this membership level can produce,

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this is a good way to do it. Let's go to the next one, which is only paid posts,

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no free posts.

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So, the member's not gonna be able to publish any free posts,

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or in this case, community articles, and you can set the price,

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per post that they want to publish. So even the first post here will be $10,

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second post will be $10,

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and so on and so forth. There are no,

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free ways to publish posts on a site, with this setting.

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And then the top option here are free and paid posts.

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So this is gonna be like a hybrid of the two.

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So, for example, maybe you wanna allow the members to publish

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three free posts

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first, and then any posts after that will be paid posts. So, the fourth post would be $10,

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and then the fifth post would be 10 another $10 and so on. So, the member gets,

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a certain number of free posts, and then they have to pay for extra posts.

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So this is nice, little options here to give you more control

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over how members,

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can publish content.

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This is a a simple one here. It's the ability to hide

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and actually choose the pagination you want,

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on on your search results. Let me see if I can get an example for you here.

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So let's go to the search results here,

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and

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this is just some experimental stuff we're working on. We might talk about that.

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So pagination is this.

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So in this case, we're using the InstaLoad search results, which is this button,

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and you can click to get more results. This is awesome

293
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for when people are on mobile devices so that it doesn't have to reload

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the and go to, like, page two and page three. So this is one of the options.

295
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Now let me show you in the settings that we just talked about,

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where you can hide and control what type of pagination you'd like to use.

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So for this, we'll go to content

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and edit post settings,

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and we can have different rules for different types of posts.

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In this case, let's stick with the member search results. So I'll go to the the listings.

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Click on edit,

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and the option for this is gonna be in the search results design tab.

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And it's right over here. So as you know, you can choose how many results per page you wanna show.

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In this case, we're showing nine results per page, and then you have to click to go to to view more results with the InstaLoad search results.

305
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Or let me put the standard pagination back. This is the one we're all used to.

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This is the option here, pagination display options. There's three options here.

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I'm gonna set it to standard,

308
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and this is what we're all familiar with. I'll go ahead and refresh the search results page.

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Scroll all the way back

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up. Let's do another open search here.

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Alright. So now if I scroll down so now this is what we're used to. This is the numbers here. One,

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two,

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and so forth, three and four.

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And

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the instalload, we just saw an example of that's when you get the button and rather than going to page one, two, three, and four, it just on that same page

316
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displays more results. In this case, it would be nine results at a time would get,

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displayed every time you click that button. Now this is the the one that's more new.

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It's hiding the pagination, and this is there's a rare cases where you'll want to do this.

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Most likely, you don't wanna do this,

320
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but let's click on search here now,

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and what happens is there is no pagination.

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And what we've seen is when when people want to do this,

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maybe you have a best of site, so, like, top 100 lawyers or, like, top 15 restaurants in a certain category.

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So although you might have more,

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you know, let's say you have a thousand,

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lawyers or a thousand restaurants,

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the visitor of your site would will only see

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the top 15

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based on their search. So that would be based on the membership level,

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search priority,

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or it could be how they're sorting,

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you know, by most reviews,

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and things like that.

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And what I've seen a lot of people do by hiding the pagination is you kinda limit the results,

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and a small customization, nothing nothing major is they'll add their lead form at the end of the short results.

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So maybe they provide three or five results, and as a strategy, they wanna capture and generate leads, and they'll say, want to get matched with more professionals?

337
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Fill out the form below.

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So you provide them with a little teaser of results, and then you put the lead form,

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there or a button to your to your lead landing page,

340
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and it's a strategy to, to gather and capture,

341
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more leads on your website.

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So those are some fun options there. Just giving you a little bit more design control over,

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kind of the functionality of your site in the search results.

344
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Alright. This is a nice one. It's now we have the ability to enable

345
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and disable banner ads when a member is logged in to their dashboard.

346
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And let me show you exactly what that's referring to.

347
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I'm logged into here as this member. Let me just click on edit listing.

348
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So as you can see, this member is now logged into

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their dashboard area, and it's nice and clean. It's not cluttered with banner ads.

350
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Now you have the ability to enable or disable banner ads here

351
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specifically, and let me show you where you can do that.

352
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So let me go back to the dashboard area.

353
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And the benefit for this is maybe your free members, you kinda annoy them with some of those banner ads, and then your paying members have a nice clean sanitary environment,

354
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in their member dashboard without,

355
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any banner ads. Maybe for general users, they have banner ads in their member dashboard area.

356
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And then also it's just an additional place to to display more banner ads.

357
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So now you have that control.

358
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So where you enable and disable that is also gonna be a manage products settings.

359
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So we'll go to manage products,

360
00:23:40.080 --> 00:23:47.765
and we wanna edit one of the membership levels and select the rule for if banner ads show in their dashboard or not.

361
00:23:47.825 --> 00:23:51.664
So we're gonna do the basic membership level for right now. I think that's the member we're editing.

362
00:23:51.664 --> 00:23:53.284
Yep. They're a basic level.

363
00:23:54.225 --> 00:23:57.845
And we're gonna toggle on over to additional settings,

364
00:23:59.560 --> 00:24:03.660
and this will be one of the member dashboard settings. So we just scroll down here,

365
00:24:04.200 --> 00:24:07.900
and here's the option here, show banner ads in dashboard.

366
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I'll just go ahead and set this to yes,

367
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and I'll save the

368
00:24:13.894 --> 00:24:14.394
changes.

369
00:24:15.894 --> 00:24:16.715
K. Great.

370
00:24:17.575 --> 00:24:20.855
So this is set to yes. So now if I refresh the page here

371
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So we can see now at the top here, the the member has a banner ad and probably at the footer.

372
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So wherever you've added banner ads in your design settings,

373
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they'll kinda show up here in the member's dashboard area. So, again, a good strategy here is,

374
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potentially your your paying members.

375
00:24:40.684 --> 00:24:46.865
You don't wanna bombard them with ads in their dashboard and maybe general users or free members if you want.

376
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You can display ads there.

377
00:24:49.565 --> 00:24:52.945
And also don't forget, they don't have to be these kind of Google Ads.

378
00:24:53.610 --> 00:24:57.390
They can be ads that kind of promote other aspects of your website.

379
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They could be upgrade banner ads or learn about what what comes with the pro, like a pro level or higher tiered membership level on your site.

380
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So they don't have to be annoying banner ads.

381
00:25:06.970 --> 00:25:13.365
They could be proactive ones that kind of encourage more engagement from users on your site.

382
00:25:14.385 --> 00:25:16.325
Alright. Keep things moving here.

383
00:25:16.625 --> 00:25:17.445
This one,

384
00:25:17.745 --> 00:25:21.445
the fourth option here, no tabs on member profile

385
00:25:22.110 --> 00:25:27.550
pages. This actually was a webinar Wednesday request, and a lot of people were talking about it,

386
00:25:27.870 --> 00:25:32.450
in the Facebook group. It's now a simple design setting, and I'll show you exactly

387
00:25:32.750 --> 00:25:33.650
how it works.

388
00:25:34.705 --> 00:25:38.164
So let's actually go to, this person's profile,

389
00:25:40.304 --> 00:25:42.565
and I think I've already enabled it.

390
00:25:44.065 --> 00:25:45.044
Yes. Let's

391
00:25:45.745 --> 00:25:47.205
disable the setting first.

392
00:25:47.610 --> 00:25:50.970
So I'll show you where you can turn this on and off, and also what I'm referring to right now.

393
00:25:50.970 --> 00:25:53.950
I have it in in the in the don't show tabs,

394
00:25:55.290 --> 00:25:57.470
position. So let me revert that back

395
00:25:57.929 --> 00:26:01.790
to what we're all used to. So you can go to your design settings,

396
00:26:02.265 --> 00:26:04.765
and I believe it's under additional design settings,

397
00:26:05.065 --> 00:26:08.365
and there is a new option here, member profile tabs.

398
00:26:08.905 --> 00:26:13.085
So I'll just set it to the default here, show content in separate tabs,

399
00:26:14.480 --> 00:26:15.920
and that's what we're all familiar with.

400
00:26:15.920 --> 00:26:20.580
When we come to the member's profile page, we kind of see the different sections here.

401
00:26:21.360 --> 00:26:27.525
In this case, this member has two tabs, so they have their overview tab and their blog articles tab,

402
00:26:27.925 --> 00:26:30.185
and it's nice. It's nicely separated.

403
00:26:30.965 --> 00:26:33.145
There is a small SEO value

404
00:26:33.685 --> 00:26:34.185
to

405
00:26:35.045 --> 00:26:39.305
displaying all the content at once. That's where the benefit of this

406
00:26:39.950 --> 00:26:40.430
comes in.

407
00:26:40.430 --> 00:26:46.830
Also, it just depends on exactly what's on the profile pages and kinda what the design and flow of your website is.

408
00:26:46.830 --> 00:26:49.010
Maybe the you don't like to use the tabs.

409
00:26:49.309 --> 00:26:58.805
But what this setting does is it, it eliminates the tabs, and instead of the, in this case, blog articles being in its own tab, it'll be below

410
00:26:59.345 --> 00:27:03.185
the last part of, for example, the content in this overview tab.

411
00:27:03.185 --> 00:27:07.365
So it'll come after, again, in this example, company details. So let's

412
00:27:07.940 --> 00:27:11.960
reenable this with the new setting, show all content without tabs.

413
00:27:12.980 --> 00:27:14.200
And we'll save the changes,

414
00:27:19.300 --> 00:27:20.840
and I'll refresh the page.

415
00:27:22.445 --> 00:27:26.145
So now what we've done is we've removed the tabs, here at the top,

416
00:27:26.765 --> 00:27:30.765
and it actually saves a few pixels. There are probably about 50 pixels of height there.

417
00:27:30.765 --> 00:27:32.305
And as we scroll down,

418
00:27:33.485 --> 00:27:37.265
remember the company details, and now here are the blog articles,

419
00:27:37.990 --> 00:27:39.750
for this member here.

420
00:27:39.750 --> 00:27:47.830
So maybe it might be reviews or other types of content, but you can then see all the content by scrolling rather than going into tabs.

421
00:27:47.830 --> 00:27:49.929
And, again, the SEO value here is,

422
00:27:50.789 --> 00:27:52.809
ideally or or theoretically, Google,

423
00:27:53.175 --> 00:27:56.235
doesn't necessarily like hitting content. It's it's not a,

424
00:27:57.575 --> 00:28:06.610
it's not an absolute thing, but it can it can tick the needle just a little bit if all the content is, displaying all at once on on the page.

425
00:28:06.610 --> 00:28:10.290
Now if your pages are ranking well, it it probably won't make a difference.

426
00:28:10.290 --> 00:28:18.370
Or if the pages have good content in the overview tab, that should suffice also, and and you you don't have to worry about using the tabs or not using them.

427
00:28:18.610 --> 00:28:19.669
So I think more,

428
00:28:20.145 --> 00:28:25.285
than the small SEO benefit is is is the aesthetic of how you like your pages, everything,

429
00:28:25.745 --> 00:28:29.285
nicely organized or allowing the visitor to just continuously

430
00:28:29.585 --> 00:28:38.390
scroll, which also could be a benefit on some mobile devices as well, just continuing to scroll to see the content rather than switching between

431
00:28:39.090 --> 00:28:39.750
the tabs.

432
00:28:40.770 --> 00:28:45.030
If let's see if Jeff is in the webinar here.

433
00:28:45.730 --> 00:28:46.710
Jeff from Australia.

434
00:28:47.105 --> 00:28:51.205
Jeff, do you mind if I unmute your microphone? I know that you did this on your site.

435
00:28:51.825 --> 00:28:56.005
I know I kinda just I called him out of the blue here. There you go. How are you doing, Jeff?

436
00:28:56.625 --> 00:28:57.445
Good. Thanks.

437
00:28:57.825 --> 00:28:59.025
Do you mind if I share your site?

438
00:28:59.025 --> 00:29:04.299
Because because you were kind of the inspiration for creating this simple setting because I know you kinda Not not a problem.

439
00:29:04.600 --> 00:29:06.919
Good. Good. Mysouthwest.com.au.

440
00:29:06.919 --> 00:29:08.440
Yeah. I'm using this this,

441
00:29:08.760 --> 00:29:11.100
test site. It's not very aesthetically pleasing,

442
00:29:12.039 --> 00:29:17.019
but, your site's a bit more colorful. And where would I find this? Just any of the profile pages?

443
00:29:17.615 --> 00:29:18.975
Yeah. The I've,

444
00:29:20.015 --> 00:29:23.315
done the I don't like the pictures until you scroll on these.

445
00:29:23.775 --> 00:29:24.275
Okay.

446
00:29:26.255 --> 00:29:29.070
So here's, like, the top section of the overview tab,

447
00:29:29.549 --> 00:29:31.409
And then as we scroll, we have

448
00:29:33.309 --> 00:29:36.769
other sections here. Here's your services section here as well.

449
00:29:37.549 --> 00:29:41.730
That would normally go into the specialties tab that you've now included here. Yeah.

450
00:29:42.265 --> 00:29:46.684
Okay. And If you go to if you go to just search for my Southwest,

451
00:29:51.705 --> 00:29:54.905
here at the bottom one, if you go into that, I've got a lot of content there.

452
00:29:54.905 --> 00:29:56.605
You can at least see that one.

453
00:29:58.110 --> 00:30:02.450
Just keep scrolling here. So you have a a frequently asked questions

454
00:30:04.910 --> 00:30:05.410
and,

455
00:30:06.110 --> 00:30:06.610
reviews?

456
00:30:07.870 --> 00:30:08.370
Yep.

457
00:30:10.605 --> 00:30:14.945
Very nice. And in this case, you've done a small, like, customization. You're you're kind of,

458
00:30:15.325 --> 00:30:20.305
putting darker backgrounds to separate the the titles of the sections. That's a nice touch as well.

459
00:30:21.245 --> 00:30:25.185
And I've done blogs and articles and and stuff like that. So

460
00:30:26.630 --> 00:30:27.130
Great.

461
00:30:27.909 --> 00:30:32.549
There's probably a bit much on this one, but certainly it shows it for sure. Yeah.

462
00:30:32.549 --> 00:30:36.309
This is a a great example of, having the content without the tabs. Alright.

463
00:30:36.309 --> 00:30:37.529
Thanks for sharing, Jeff.

464
00:30:38.115 --> 00:30:38.855
Not a problem.

465
00:30:39.395 --> 00:30:43.175
Alright. Let's keep moving here. So that setting is now available to you guys.

466
00:30:43.795 --> 00:30:47.575
This is this is actually a a really good one. It's a

467
00:30:48.035 --> 00:30:53.095
the ability to now collect all your past due payments. You know, members' cards sometimes,

468
00:30:53.460 --> 00:30:55.860
they don't work on a day. They they reach their spending limit.

469
00:30:55.860 --> 00:30:58.520
Maybe their card is expired and they simply need to update,

470
00:30:58.980 --> 00:31:03.240
their card on file. Let me show you this example of how the one click

471
00:31:03.620 --> 00:31:05.559
to collect all past due payments,

472
00:31:05.940 --> 00:31:07.880
works. Just give me a second here.

473
00:31:08.684 --> 00:31:09.904
Okay. Great. So,

474
00:31:11.164 --> 00:31:14.384
where you can go is into your transaction history tab.

475
00:31:14.605 --> 00:31:21.105
And if you have members, it's gonna happen when it's when it when you have membership subscriptions over time.

476
00:31:21.510 --> 00:31:25.770
Their monthly payments are not gonna be able to to hit on the day that they're due.

477
00:31:25.830 --> 00:31:27.430
It could be their annual payments.

478
00:31:27.430 --> 00:31:31.770
For some reason, it could be that on the day they were due, the card wasn't valid,

479
00:31:32.150 --> 00:31:37.885
but if you you can attempt to bill it again the next day, it can potentially process the payment.

480
00:31:38.185 --> 00:31:39.725
So prior to this update,

481
00:31:40.105 --> 00:31:47.725
you could see your past dues and under the actions link, you could it will attempt to collect the payment, which is super helpful.

482
00:31:48.100 --> 00:31:56.340
It's easy to identify how many past due invoices you have, what the total amount is, and how to how to be proactive to collect that,

483
00:31:57.700 --> 00:32:00.495
those funds before too much time goes by.

484
00:32:00.895 --> 00:32:05.235
So before the process was fine, it was just a little manual. You had to go 1 x 1,

485
00:32:05.615 --> 00:32:08.835
to each actions drop down and click on collect this payment.

486
00:32:09.215 --> 00:32:11.475
Now there's this nifty checkbox here,

487
00:32:12.095 --> 00:32:17.920
and you can check all the, options that you want, and then you can just click this blue,

488
00:32:18.460 --> 00:32:23.120
button here, and it will just start running a process and attempting to collect,

489
00:32:24.060 --> 00:32:26.160
all the transactions that you've checked.

490
00:32:27.020 --> 00:32:29.280
At the end after it's done processing,

491
00:32:29.765 --> 00:32:38.985
it'll give you a summary of how many successful payments it was able to collect, how many still remain past due, and the sum of the total,

492
00:32:39.765 --> 00:32:42.345
amount that was collected from all the successful,

493
00:32:43.045 --> 00:32:45.210
past due payments that were collected.

494
00:32:45.210 --> 00:32:56.070
So, this is just more of a quality of life feature to make things a little easier to do rather than going, 1 x 1, especially if you have dozens and dozens of potential members that could be,

495
00:32:56.370 --> 00:33:01.455
past due. This is a great way to just quickly try to attempt, and collect all the valid ones.

496
00:33:01.755 --> 00:33:05.515
And then the ones that are still past due, you can then take additional action.

497
00:33:05.515 --> 00:33:07.455
Maybe you wanna call or email the members.

498
00:33:07.595 --> 00:33:14.580
It's always a great reason to engage with your members and and find out if there's other services that you can assist them with on your website.

499
00:33:14.580 --> 00:33:15.960
So you just wanna turn,

500
00:33:16.740 --> 00:33:19.620
a problem into an opportunity, and it's a great way to,

501
00:33:20.100 --> 00:33:21.559
build more better relationships

502
00:33:21.860 --> 00:33:23.080
with your members.

503
00:33:23.700 --> 00:33:25.160
So that's the one click,

504
00:33:25.539 --> 00:33:27.160
collect all past due button.

505
00:33:27.620 --> 00:33:28.919
Super convenient there.

506
00:33:29.575 --> 00:33:35.515
And then this one, the ability the last one I'm gonna cover here in the lab updates is the ability to sort posts,

507
00:33:36.135 --> 00:33:40.155
by their published status, and we've seen a lot in the Facebook group

508
00:33:40.535 --> 00:33:41.035
that,

509
00:33:41.600 --> 00:33:49.380
the website owners wanna moderate all the posts that are published, the coupons, the articles, everything of the that the members are publishing.

510
00:33:50.160 --> 00:33:53.140
The website owner wants to have the ultimate decision

511
00:33:53.440 --> 00:33:57.065
which ones get published and which ones remain unpublished.

512
00:33:58.485 --> 00:34:09.225
And you can do that there that we talk about it a lot in the Facebook group about how to by default anytime a member saves a post it's automatically set to a draft mode it's not published

513
00:34:09.760 --> 00:34:11.540
but it's always been a little tedious,

514
00:34:12.080 --> 00:34:12.980
to kind of

515
00:34:13.360 --> 00:34:14.100
come into

516
00:34:14.480 --> 00:34:15.620
the admin area,

517
00:34:16.560 --> 00:34:18.900
and this is there's no posts here. Let me,

518
00:34:19.360 --> 00:34:22.340
toggle over somewhere where we do have some example posts.

519
00:34:23.085 --> 00:34:27.824
And when you go into the manage content manage posts area, and I'm gonna get there right now,

520
00:34:28.205 --> 00:34:37.264
being able to quickly sort which posts are published status and which ones are unpublished status, and those are the ones in draft mode

521
00:34:37.569 --> 00:34:38.869
that you can then,

522
00:34:39.569 --> 00:34:44.869
manually moderate and decide if you want to publish them or not. So we're in the content

523
00:34:45.250 --> 00:34:46.710
manage posts area,

524
00:34:47.250 --> 00:34:51.670
and we see a filter by status here. So let's go to member articles,

525
00:34:52.885 --> 00:34:55.545
and let's filter by not published.

526
00:34:56.325 --> 00:34:59.465
Okay. In this case, everything is in a published state.

527
00:35:00.165 --> 00:35:03.225
Let's actually set one let's set two of them to unpublished.

528
00:35:03.685 --> 00:35:05.545
We can do a bulk update here.

529
00:35:07.780 --> 00:35:08.680
K. Great.

530
00:35:09.059 --> 00:35:11.000
I'm just gonna refresh the page.

531
00:35:11.540 --> 00:35:17.640
And if we click back to member articles, so here we see all of them listed, the unpublished and the published ones.

532
00:35:17.859 --> 00:35:23.215
Let us look for the ones that are not published only, and we can see that these two are here.

533
00:35:23.675 --> 00:35:26.575
I can view the live page or I can edit it,

534
00:35:26.955 --> 00:35:29.775
and as the website owner then I can just like I did,

535
00:35:30.075 --> 00:35:34.655
once I wanna approve them, I can go ahead and do a bulk action and set them to published.

536
00:35:35.070 --> 00:35:39.170
If I don't like what the the post is, I can go ahead and delete it here,

537
00:35:39.710 --> 00:35:42.530
and thereby providing an easy way to filter

538
00:35:42.910 --> 00:35:51.484
posts that are in draft mode and publish mode, and then you as the website owner can take the actions that you'd like to take, to set to change the status.

539
00:35:53.785 --> 00:35:58.125
There were more lab updates. I'm gonna save them for another webinar. I know that was a mouthful.

540
00:35:58.744 --> 00:36:00.665
Feel free to have fun with some of these settings.

541
00:36:00.665 --> 00:36:06.529
Remember, these are I think these are pretty friendly and easy settings because you can easily enable them and disable them on your site.

542
00:36:06.529 --> 00:36:11.829
So you can kinda test out and see what type of functionality you wanna add to your site now that these features,

543
00:36:12.450 --> 00:36:13.170
are available.

544
00:36:13.170 --> 00:36:18.575
And as soon as we have more info on the add ons that are coming soon, I think in the next webinar, we'll have a ton to share.

545
00:36:18.575 --> 00:36:20.655
I will be sure to cover them there.

546
00:36:20.655 --> 00:36:24.675
So thanks for, joining us in the segment for BD Lab updates, guys.

547
00:36:25.535 --> 00:36:30.275
Alright. We have a great segment today in Rick's Corner, simple solutions for common

548
00:36:30.680 --> 00:36:35.880
Questions. And, Rick, we have a special guest with us today again, Sherilyn. Welcome. Yes. We do.

549
00:36:35.880 --> 00:36:36.940
Yes. We do, Jason.

550
00:36:37.400 --> 00:36:43.020
So, yes, welcome, Sherilyn. Super happy to have you again. I'm super happy to be here. Hi, Rick.

551
00:36:43.885 --> 00:36:44.625
Hello. Hello.

552
00:36:45.085 --> 00:36:47.825
Alright. So, yeah, we're gonna go over,

553
00:36:48.925 --> 00:36:50.145
a a very useful

554
00:36:51.005 --> 00:36:55.105
piece of, we call this, like, real estate that you can go ahead and edit.

555
00:36:55.565 --> 00:36:56.065
Again,

556
00:36:56.605 --> 00:36:59.105
the idea behind Rick's Corner is always

557
00:36:59.589 --> 00:37:01.849
show you guys what's available for you to edit.

558
00:37:02.950 --> 00:37:04.630
As we always mentioned,

559
00:37:05.109 --> 00:37:05.609
BD

560
00:37:05.910 --> 00:37:08.630
comes with a bunch of stuff already set up for you guys.

561
00:37:08.630 --> 00:37:17.095
But if you wanna take it one step further, this is the type of things that you can you can go ahead and do to give it a little bit more of your own unique feeling to your website.

562
00:37:17.475 --> 00:37:19.335
So what Sherlyn is gonna do,

563
00:37:19.715 --> 00:37:24.535
today is she's gonna show us how to go over the, email signature.

564
00:37:26.090 --> 00:37:28.970
So whenever you're ready, Sherlyn, please go ahead. Yeah. Yeah.

565
00:37:28.970 --> 00:37:31.070
We're gonna be going over the default,

566
00:37:31.690 --> 00:37:35.230
website signature. So the one that the system email send out.

567
00:37:35.610 --> 00:37:39.070
Alright. And, yeah, we could see your screen very nicely here.

568
00:37:39.684 --> 00:37:43.785
Perfect. Okay. And in order to get to the setting, we need to go into the settings,

569
00:37:45.525 --> 00:37:48.424
excuse me, inside the general settings.

570
00:37:50.085 --> 00:37:53.065
And then we just have to scroll down a little bit,

571
00:37:54.060 --> 00:37:56.560
and then you'll see it right here, the default email signature.

572
00:37:57.740 --> 00:38:00.160
So I'm gonna just show you guys a quick example

573
00:38:00.540 --> 00:38:02.720
of a default website email.

574
00:38:03.020 --> 00:38:07.120
And this is just like all the websites come like this, and I'm gonna use the

575
00:38:07.914 --> 00:38:09.934
welcome email. So this is what you get.

576
00:38:10.555 --> 00:38:12.335
You know? And this is the signature.

577
00:38:12.555 --> 00:38:16.335
This part right here is the signature that comes included with all of the default emails.

578
00:38:17.115 --> 00:38:21.500
I think we can definitely spice it up, make it a little more fun, more personal,

579
00:38:22.760 --> 00:38:22.840
get user engagement.

580
00:38:22.840 --> 00:38:27.560
So I I think this is a great feature that a lot of people overlook, but you can do so much with it.

581
00:38:28.440 --> 00:38:30.060
I love that you can upload photos.

582
00:38:30.520 --> 00:38:31.900
You can add links.

583
00:38:32.680 --> 00:38:36.200
I was saying that earlier you can use the space as banner, add space as well.

584
00:38:36.200 --> 00:38:46.215
You You can tell your members, hey, for, you know, this month, you can I can go ahead and feature a banner for your business, for your listing, and it'll be sent out with certain

585
00:38:46.595 --> 00:38:47.415
system emails?

586
00:38:48.435 --> 00:38:50.535
So we're gonna go over how to

587
00:38:50.940 --> 00:38:54.720
go ahead and end that. So we're gonna go ahead and start here

588
00:38:55.180 --> 00:38:55.680
and

589
00:38:56.140 --> 00:38:59.280
I'm gonna start by adding my my image,

590
00:38:59.980 --> 00:39:01.020
my personal picture.

591
00:39:01.020 --> 00:39:05.325
So I already I already went ahead and uploaded all of these images into the media manager.

592
00:39:05.545 --> 00:39:10.525
So you wanna make sure to go ahead and do that. So I'm gonna go ahead here and my image is huge.

593
00:39:12.025 --> 00:39:12.775
It's small.

594
00:39:16.390 --> 00:39:17.670
So it's that simple.

595
00:39:17.670 --> 00:39:21.530
You go ahead and click it, opens up the media manager, and you select the add button.

596
00:39:21.670 --> 00:39:23.369
Let me go ahead and add my name.

597
00:39:24.710 --> 00:39:31.925
A good tip is if you're going to be using images in any email, whether it's your signature or, an image that's part of the email,

598
00:39:32.545 --> 00:39:33.425
try to use,

599
00:39:33.905 --> 00:39:39.925
600 pixels or less or the actual image size that you wanna use rather than shrinking the image down.

600
00:39:40.625 --> 00:39:45.045
That way you know that you're you have an image that doesn't have a lot of,

601
00:39:45.770 --> 00:39:49.130
is is gonna load quickly and and doesn't take a lot of memory.

602
00:39:49.130 --> 00:39:52.109
So we're just hopefully, we're just talking about a few kilobytes

603
00:39:52.490 --> 00:40:00.829
rather than an image that's like three or four or five megabytes, which would take a long time to load if someone is opening this email on their on their smartphone, for example.

604
00:40:01.795 --> 00:40:03.315
Yeah. And that's a great point.

605
00:40:03.315 --> 00:40:06.915
So, you know, I've got my plain text here, but you can do so much more with it.

606
00:40:06.915 --> 00:40:09.575
So I'm gonna go ahead and increase the size,

607
00:40:09.955 --> 00:40:11.175
make it a little more visible,

608
00:40:12.035 --> 00:40:13.095
make this 18.

609
00:40:15.300 --> 00:40:16.600
This one can stay

610
00:40:17.300 --> 00:40:17.800
14.

611
00:40:19.060 --> 00:40:20.600
I'll go ahead and leave this here.

612
00:40:20.900 --> 00:40:23.460
And I wanna make it more fun, so I'm gonna add some color.

613
00:40:23.460 --> 00:40:25.560
And then you just click on the little drop here,

614
00:40:26.020 --> 00:40:27.160
opens up the colors.

615
00:40:27.785 --> 00:40:28.685
So I'm gonna pick,

616
00:40:29.305 --> 00:40:30.125
like, orange.

617
00:40:31.385 --> 00:40:34.285
So we have the I've had some color.

618
00:40:35.225 --> 00:40:38.205
I'm gonna go ahead and change the text as well, you know.

619
00:40:38.985 --> 00:40:40.685
Text font size. Perfect.

620
00:40:40.825 --> 00:40:46.420
And then below that, I'm gonna go ahead and use this space to promote let's say you guys have a Facebook group

621
00:40:46.880 --> 00:40:51.460
or, you know, a separate website where you do certain things. I'm gonna go ahead

622
00:40:53.359 --> 00:40:55.140
and add this little image here

623
00:40:55.760 --> 00:41:00.945
so people are aware, you know, right when they're signing up, you know, we have a Facebook page available.

624
00:41:01.165 --> 00:41:03.425
It's for you guys. It's all about the website,

625
00:41:04.285 --> 00:41:07.345
you know, so that they know there's other resources than the site itself.

626
00:41:08.205 --> 00:41:11.085
So I'm gonna go ahead and show you guys how to add a little link here.

627
00:41:11.085 --> 00:41:12.785
You have the little link button.

628
00:41:13.450 --> 00:41:15.070
Go ahead and add my link here.

629
00:41:19.450 --> 00:41:21.310
I'm gonna add a little call to action.

630
00:41:23.370 --> 00:41:25.550
I'm gonna select open in a new tab.

631
00:41:28.355 --> 00:41:30.215
And I'm also gonna make this a little bigger,

632
00:41:30.595 --> 00:41:31.415
get some attention.

633
00:41:33.315 --> 00:41:34.855
Yeah. The elements that you're mentioning

634
00:41:35.635 --> 00:41:36.935
do play a big role,

635
00:41:37.395 --> 00:41:42.215
and, it's it's important for the person that's receiving this type of communication to have easy access

636
00:41:42.730 --> 00:41:44.350
to this type of information. Right?

637
00:41:45.130 --> 00:41:45.690
Exactly. Yeah.

638
00:41:45.690 --> 00:41:52.030
So you want them to be aware of these things when they're receiving, like, you know, crucial email, like, the member, you know, account activation.

639
00:41:52.650 --> 00:41:55.790
So, you know, it's pretty simple. You can include anything else here.

640
00:41:56.705 --> 00:42:01.605
And for the more advanced users, you know, who are, you know, familiar with HTML and CSS,

641
00:42:02.065 --> 00:42:06.565
you can go ahead and use the code view to, you know, really, you know, take this and,

642
00:42:07.745 --> 00:42:11.125
you know, take it to the next level. So we're gonna go ahead and save this.

643
00:42:17.570 --> 00:42:21.750
And then, I do wanna mention that you do have to go into the email and set

644
00:42:22.369 --> 00:42:25.990
inside the email for it to display the email signatures. So

645
00:42:26.655 --> 00:42:28.355
here, I'm inside the emails,

646
00:42:28.735 --> 00:42:29.555
email templates,

647
00:42:30.015 --> 00:42:34.115
and I've already customized the one we're gonna use. So it's gonna appear under custom templates.

648
00:42:35.135 --> 00:42:36.595
Come here and select edit.

649
00:42:37.455 --> 00:42:43.849
And if it's the first time you're doing this, you're gonna come same thing, actions drop down, but instead you're gonna select customize.

650
00:42:44.230 --> 00:42:45.849
So it's gonna open that up

651
00:42:46.950 --> 00:42:50.650
into the same way, the edit will for a custom template.

652
00:42:51.670 --> 00:42:55.349
So here we go. I've already done some work to the template itself.

653
00:42:55.349 --> 00:43:00.005
I've already, you know, made it my own and I'll show you guys the finished product at the end.

654
00:43:01.185 --> 00:43:03.765
But here so we go into this little sidebar

655
00:43:04.145 --> 00:43:08.005
where it says include signature. By default, it comes with no.

656
00:43:08.465 --> 00:43:12.085
But we wanna go ahead, switch this over to yes.

657
00:43:13.339 --> 00:43:15.000
You know, we can save it.

658
00:43:16.819 --> 00:43:18.740
Include website logo, that's also a great option.

659
00:43:18.740 --> 00:43:24.099
You know, if you wanna include the logo, typically, when you select this, it'll include the logo at the top of the email.

660
00:43:24.099 --> 00:43:29.195
But if you wanna add the logo in a different place, like, let's say, at the bottom of the email, you can go ahead and select that to no.

661
00:43:29.495 --> 00:43:31.035
So you have so much flexibility

662
00:43:31.575 --> 00:43:35.835
to just really make it into, you know, the design you want it to look.

663
00:43:36.215 --> 00:43:38.795
So in in this in this case, you don't have to

664
00:43:39.255 --> 00:43:40.455
copy your signature.

665
00:43:40.455 --> 00:43:46.609
You just just stop the email where you want it to end and select the include signature option there.

666
00:43:46.609 --> 00:43:49.829
So it'll kind of automatically insert the default

667
00:43:50.369 --> 00:43:51.430
website signature

668
00:43:52.130 --> 00:43:53.990
at the end of this email, for example.

669
00:43:54.770 --> 00:43:58.755
Exactly. So you don't have to worry about going into the templates, copying and pasting anything.

670
00:43:58.755 --> 00:44:02.135
The system's taking care of this for you. So it makes it super easy,

671
00:44:02.515 --> 00:44:03.654
super user friendly.

672
00:44:05.234 --> 00:44:07.714
And so let's just revisit really quickly the default.

673
00:44:07.714 --> 00:44:11.795
This is the one though the website comes with, and this was the default signature on the

674
00:44:12.869 --> 00:44:14.329
all of these. And then

675
00:44:15.029 --> 00:44:18.069
here, I'm gonna show you guys once it's been customized a little bit.

676
00:44:18.069 --> 00:44:19.849
You know, I've added custom text.

677
00:44:20.230 --> 00:44:24.009
This is what where the logo appears by default when it's selected to yes at the top.

678
00:44:24.869 --> 00:44:27.369
I've added my my own text, added some colors.

679
00:44:28.845 --> 00:44:30.545
And then once we you know, I've changed

680
00:44:30.845 --> 00:44:31.345
the

681
00:44:32.045 --> 00:44:33.025
the font families.

682
00:44:34.125 --> 00:44:36.145
And then below here, we can see the signature.

683
00:44:36.525 --> 00:44:38.685
Got it. And in my opinion, I don't know.

684
00:44:38.685 --> 00:44:45.060
I just feel like if I was to get this email, it feels like it's coming from a real person, a real website, plenty of things to interact with.

685
00:44:45.060 --> 00:44:47.240
You know, you're getting to know who you're dealing with.

686
00:44:48.420 --> 00:44:51.480
I think that's I I I love that. It says, like, website managers.

687
00:44:51.540 --> 00:45:00.085
It's even if if a free member is signing up and, you know, there's a person welcoming them rather than just, like, the the team you know, it says, like, the team.

688
00:45:00.224 --> 00:45:02.244
Thank you, my new website team.

689
00:45:03.505 --> 00:45:08.244
It adds it's definitely more more fun and playful, and and it adds a personal touch,

690
00:45:09.025 --> 00:45:13.045
and also a stronger connection because now you I I feel like if I got this from you,

691
00:45:13.619 --> 00:45:15.539
I mean, we're using your image as an example.

692
00:45:15.539 --> 00:45:23.079
There's other things to do, but I feel like you're my, like, account manager there, and I feel even more invested and connected to the company that just contacted me.

693
00:45:23.220 --> 00:45:25.059
Exactly. You just feel like you're a part of it.

694
00:45:25.059 --> 00:45:29.505
You're you're getting to know who you're working with. It does feel like a like a member community.

695
00:45:30.045 --> 00:45:33.744
That's right. That's that's great. Alright, Sherilyn. Thank you very much for that.

696
00:45:34.125 --> 00:45:37.585
That's all I really have for you guys this, this week.

697
00:45:37.725 --> 00:45:40.385
Sherilyn, once again, thank you very much for joining us.

698
00:45:40.820 --> 00:45:42.040
Awesome, guys. Thank you.

699
00:45:42.340 --> 00:45:43.720
Thank you. Absolutely.

700
00:45:44.500 --> 00:45:45.480
It was my pleasure.

701
00:45:46.100 --> 00:45:47.560
Okay? In the previous

702
00:45:48.020 --> 00:45:51.240
last two webinars or or so, I think we did cover,

703
00:45:51.940 --> 00:45:59.805
how to edit, welcome emails or or how to welcome new members, And we talked about customizing some of the the welcome emails that people receive

704
00:46:00.105 --> 00:46:02.924
or even the emails, like, after someone fills out a newsletter,

705
00:46:03.464 --> 00:46:07.865
a sign up form, and something like that. This is a great way to add a personal touch.

706
00:46:07.865 --> 00:46:14.560
So you could you could add a you can custom build the signature right into the email template and not use the default,

707
00:46:15.260 --> 00:46:21.740
website email signature, but that makes it really convenient to just have that default signature in your back pocket.

708
00:46:21.740 --> 00:46:25.635
So if you are editing and customizing a lot a lot of email templates,

709
00:46:26.415 --> 00:46:28.415
you can just update the one signature.

710
00:46:28.415 --> 00:46:36.255
And, you know, maybe one month you're promoting your Facebook group and another month you wanna promote something else, you only have to make the update in one place.

711
00:46:36.255 --> 00:46:38.915
You don't have to go to 30 different email templates

712
00:46:39.350 --> 00:46:43.770
and, and change them 1 x 1. So there's definitely a convenience factor,

713
00:46:44.310 --> 00:46:47.290
having utilizing that default website email address,

714
00:46:47.590 --> 00:46:56.145
and also using it not just as a sign off, but as a marketing tool to again further engage people into using other aspects of your site.

715
00:46:56.204 --> 00:46:59.984
So I think this was a great topic, to cover this week, guys, so thanks for that.

716
00:47:00.365 --> 00:47:02.765
And let's just quickly see, let me lower anyone's hand.

717
00:47:02.765 --> 00:47:06.305
Does anyone have a question about the email signatures out there in the audience?

718
00:47:07.180 --> 00:47:11.020
Yeah. If you're gonna use, images in your emails, one, try not to overdo it.

719
00:47:11.020 --> 00:47:20.640
The more images, the longer it takes to to open the email, and someone might just you know, if it's taking a long time, they'll just click out of the email and go to their next one, in their inbox.

720
00:47:21.805 --> 00:47:26.065
Alright. We got, another question here from Debbie. Debbie, how are you today?

721
00:47:27.005 --> 00:47:30.785
I'm fine. I have a question about when you send an email,

722
00:47:31.725 --> 00:47:33.665
is there a place where we can,

723
00:47:34.370 --> 00:47:37.350
see the history of the emails that we've sent out to everyone?

724
00:47:38.370 --> 00:47:39.830
Believe let me just quickly

725
00:47:40.610 --> 00:47:41.750
check one thing.

726
00:47:42.610 --> 00:47:46.150
I do believe in the website activity log,

727
00:47:47.845 --> 00:47:48.745
there is,

728
00:47:50.085 --> 00:47:53.065
an email here. Yeah. You can filter by

729
00:47:55.285 --> 00:47:55.785
email,

730
00:47:56.245 --> 00:47:59.225
and I think this is emails that the website has

731
00:47:59.780 --> 00:48:03.480
has sent out. Is that correct, Rick? Welcome emails and such?

732
00:48:04.020 --> 00:48:07.160
Yes. That should be correct. Okay. Alternatively,

733
00:48:08.740 --> 00:48:09.240
Debbie,

734
00:48:09.700 --> 00:48:13.880
the admin of the site and let let me explain what I mean by the admin of the site.

735
00:48:15.285 --> 00:48:18.105
This email here, the default website email,

736
00:48:18.964 --> 00:48:20.984
does get a cc copy,

737
00:48:21.845 --> 00:48:25.605
of all the emails that are being sent. So if you've set up,

738
00:48:26.085 --> 00:48:28.185
a default website email address,

739
00:48:29.420 --> 00:48:31.680
you you can access it from,

740
00:48:32.460 --> 00:48:33.280
your webmail.

741
00:48:33.580 --> 00:48:39.120
You can also have these forwarded to, like, your personal email and create, like, a folder or a label.

742
00:48:39.500 --> 00:48:42.540
So any emails here kinda they don't clutter your inbox.

743
00:48:42.540 --> 00:48:47.555
It's It's just something you can check on once in a while. So So it's like an email blast. Right?

744
00:48:47.555 --> 00:48:52.855
If we send out an email blast to all the members, it would at least get one email copy to my

745
00:48:53.155 --> 00:48:57.089
personal email that I've directed it to go to. So if you're doing,

746
00:48:57.490 --> 00:48:59.990
in a new as a newsletter campaign,

747
00:49:00.609 --> 00:49:05.270
I believe you do get a a very basic and simple report, and it does include,

748
00:49:06.529 --> 00:49:06.690
who,

749
00:49:07.775 --> 00:49:11.935
who was actually who had a valid email address and who the email was sent to.

750
00:49:11.935 --> 00:49:18.255
So I think when you're sending the newsletters, you do get a basic report of, who the the email was actually sent to.

751
00:49:18.255 --> 00:49:25.550
That would be a little bit different than those one off automated emails that are going off, like, every time someone joins your site or subscribes to a newsletter

752
00:49:26.010 --> 00:49:33.195
or fills out, like, your contact us form and they get, like, a a the the email that says thank you for for filling out the contact us form.

753
00:49:33.755 --> 00:49:38.575
Those one off emails, I believe the admin is cc'd here, this default website email.

754
00:49:38.795 --> 00:49:43.535
And if you needed to, you could actually access this and see all the cc'd emails.

755
00:49:43.915 --> 00:49:49.040
You can also set up an email forwarder if you want to kinda capture them in another location.

756
00:49:49.740 --> 00:49:55.200
And that's all done at the actual email accounts. Right? Yes. So you can go to email accounts and,

757
00:49:56.060 --> 00:49:57.660
well, it's gonna ask me to yeah.

758
00:49:57.660 --> 00:50:01.680
It's gonna ask me to connect a live domain, but in your case, you could set up an email forwarder.

759
00:50:01.955 --> 00:50:04.295
What you wanna do, and I see this kinda mistake,

760
00:50:04.675 --> 00:50:05.575
a couple times,

761
00:50:06.115 --> 00:50:09.495
are are two things. Like, you this could be whatever you want, you know, no reply

762
00:50:09.955 --> 00:50:11.495
or, you know, support,

763
00:50:12.035 --> 00:50:15.815
but what you wanna make sure is that you've gone to your email accounts,

764
00:50:17.040 --> 00:50:21.060
under email accounts and actually created that name. You can create unlimited

765
00:50:21.360 --> 00:50:25.780
email accounts. You could do debbie at, you know, your website, jason at Right. No reply.

766
00:50:26.000 --> 00:50:29.540
Set that up, and then alternatively set up an email forwarder

767
00:50:30.105 --> 00:50:32.685
now that this email is registered and exists.

768
00:50:33.225 --> 00:50:38.205
That way you can make sure that, you know, the the cc's of all these emails are are being captured,

769
00:50:38.905 --> 00:50:39.405
somewhere.

770
00:50:39.465 --> 00:50:47.010
Or you could again, once you set this up, you do have the ability to log in to the web mail and and see all the emails, for this

771
00:50:47.390 --> 00:50:51.010
address here. K. Sounds good. That's super important.

772
00:50:51.230 --> 00:51:02.275
The fact that the account needs to be created first before using it or setting it up on that field is super important because if the account doesn't exist, the system will block that the, that specific email address.

773
00:51:02.494 --> 00:51:10.175
So if you add it there before creating the account and you try it out, like, you test this out, the system will block that account that doesn't exist.

774
00:51:10.175 --> 00:51:13.470
And then when you try to create it, it's not going that's not going to work.

775
00:51:13.710 --> 00:51:15.890
So it's important to respect that process.

776
00:51:16.190 --> 00:51:18.690
First, create the account and then add it to the field.

777
00:51:19.070 --> 00:51:24.270
Gotcha. You just gave me you know, we're working to kind of reduce user errors in this section here.

778
00:51:24.349 --> 00:51:26.369
You just gave me a a great idea,

779
00:51:26.830 --> 00:51:28.050
for that, Rick. So,

780
00:51:28.575 --> 00:51:30.655
that's thanks for sharing that tip. Alright.

781
00:51:30.655 --> 00:51:34.915
Let's take one more question about emails from our good friend, Colette. How are you today, Colette?

782
00:51:35.695 --> 00:51:39.315
Hi, Jason. Good. And you? Excellent. Thanks for joining us today. Good.

783
00:51:39.855 --> 00:51:43.155
I'm setting up an email template to send out to,

784
00:51:43.560 --> 00:51:44.300
my database,

785
00:51:44.920 --> 00:51:48.300
but I noticed when there's two issues. Firstly,

786
00:51:48.920 --> 00:51:49.580
the default

787
00:51:50.360 --> 00:51:50.860
email

788
00:51:51.400 --> 00:51:52.460
signature picture

789
00:51:53.160 --> 00:51:55.740
tends to come out very big when sent

790
00:51:56.475 --> 00:51:57.935
via the test email.

791
00:51:58.395 --> 00:52:01.615
Can we troubleshoot it real quick on your site? I'm I'm interested to see myself.

792
00:52:02.715 --> 00:52:07.375
What's your site, again? Site is salonconnect.c0.nzed.

793
00:52:07.755 --> 00:52:12.170
That's right. Yeah. Might as well just take a second to look at it. Let's go to your email templates

794
00:52:13.910 --> 00:52:14.410
here.

795
00:52:15.990 --> 00:52:20.250
And what's an example? Birthday one on on the right called birthday.

796
00:52:20.630 --> 00:52:21.130
Okay.

797
00:52:23.095 --> 00:52:26.795
And let me just edit it. Let's see what you've what you've done here, set up here.

798
00:52:29.895 --> 00:52:32.455
Okay. So, okay, this this one's not showing,

799
00:52:32.775 --> 00:52:35.115
so you're saying you have the image in the signature?

800
00:52:36.369 --> 00:52:41.030
In the signature. Yes. Okay. So this is good. Nice straightforward email here. Good text.

801
00:52:41.250 --> 00:52:42.790
Let's check out the email signature.

802
00:52:48.050 --> 00:52:48.550
Okay.

803
00:52:49.730 --> 00:52:50.230
And

804
00:52:51.744 --> 00:52:54.885
I would like to just check something here in the code.

805
00:52:56.625 --> 00:52:58.165
I'll check this image out.

806
00:53:01.985 --> 00:53:03.045
Okay. So,

807
00:53:03.585 --> 00:53:06.325
this is this is a very large image here.

808
00:53:07.269 --> 00:53:11.450
What I would recommend is 600 is a good size. That's generally

809
00:53:12.150 --> 00:53:13.130
the the viewport,

810
00:53:13.750 --> 00:53:15.130
the recommended viewport,

811
00:53:15.589 --> 00:53:18.089
for emails most of the time.

812
00:53:19.269 --> 00:53:21.269
What I would recommend doing in this case

813
00:53:22.265 --> 00:53:24.585
and there's other tools that you can use.

814
00:53:24.905 --> 00:53:26.125
I I use Photoshop.

815
00:53:26.505 --> 00:53:31.005
I'm just gonna reduce this so the original size is that 600 pixel

816
00:53:31.385 --> 00:53:32.605
target that we want.

817
00:53:35.065 --> 00:53:37.065
Alternatively, what you can do also

818
00:53:38.480 --> 00:53:40.579
so I'm just gonna go image size.

819
00:53:41.440 --> 00:53:45.200
So this the the natural width of this image is is 1,400

820
00:53:45.200 --> 00:53:47.380
pixels, basically, almost 1,500.

821
00:53:47.839 --> 00:53:50.819
So I'm just gonna reduce it. It's gonna keep the proportions.

822
00:53:51.195 --> 00:53:56.175
So this is our, image shell, and I I like what you've done here, you know, the owner and things like that.

823
00:53:56.635 --> 00:53:58.175
Gonna go ahead and save this,

824
00:54:01.435 --> 00:54:04.795
and we'll save it as a JPEG. And, generally speaking,

825
00:54:06.090 --> 00:54:08.110
let's see the size difference. Yep.

826
00:54:09.290 --> 00:54:13.690
So it's showing me this month how much the memory the size is gonna be.

827
00:54:13.690 --> 00:54:16.990
I think, with this one, we can do a high is is fine,

828
00:54:17.610 --> 00:54:18.890
and we'll just call it,

829
00:54:19.530 --> 00:54:22.085
signature email short two.

830
00:54:23.185 --> 00:54:24.484
Go ahead and save that.

831
00:54:24.865 --> 00:54:27.525
Now let's go back to your site. And

832
00:54:28.465 --> 00:54:34.645
as, Sherilyn recommended, let's go to your media manager and add the image to your media manager.

833
00:54:39.810 --> 00:54:40.310
K.

834
00:54:40.770 --> 00:54:43.670
So now we know it'll never be more than 600 because

835
00:54:43.970 --> 00:54:47.109
that's that's the original size of the image.

836
00:54:47.490 --> 00:54:50.070
So if we come back to your signature here,

837
00:54:51.855 --> 00:54:56.275
and what I'll do is, well, I could just change this to two, I guess.

838
00:54:58.575 --> 00:54:59.395
There we go.

839
00:55:00.575 --> 00:55:02.595
And let's save the changes.

840
00:55:08.080 --> 00:55:10.500
And let's go back, and let's send a

841
00:55:12.000 --> 00:55:13.460
a test email here.

842
00:55:17.775 --> 00:55:23.474
And we could just send this to events@brilliantdirectories.com.

843
00:55:24.494 --> 00:55:28.994
And I see here we are including the the website signature, and here it is here.

844
00:55:29.130 --> 00:55:32.829
So this looks this looks correct here. This looks about 600

845
00:55:33.130 --> 00:55:33.869
in the

846
00:55:34.250 --> 00:55:36.349
pre and let's look at a preview email.

847
00:55:39.529 --> 00:55:41.470
So that looks about right as well.

848
00:55:41.875 --> 00:55:44.035
And we could look at the image info here.

849
00:55:44.035 --> 00:55:49.175
Oh, I don't think I'm gonna get a reading on it, but this does look to be the the 600 pixels that we're

850
00:55:49.475 --> 00:55:51.235
looking for. So let's actually,

851
00:55:52.195 --> 00:55:53.175
send this out.

852
00:55:55.920 --> 00:55:56.420
Oops.

853
00:55:57.440 --> 00:55:59.700
I think I need to push enter. There we go.

854
00:56:00.560 --> 00:56:01.940
Yeah. We'll send that out.

855
00:56:05.040 --> 00:56:07.700
Alright. We got the notification that it was sent,

856
00:56:08.505 --> 00:56:11.404
and let's just, see how that email gets received.

857
00:56:11.944 --> 00:56:13.644
Yeah. That looks great. That's

858
00:56:14.184 --> 00:56:16.204
that's what I was wanting, that size.

859
00:56:17.385 --> 00:56:20.664
Okay. Yeah. That that does look nice. So that was a good tip for everyone.

860
00:56:20.664 --> 00:56:22.684
Again, try to make your image sizes

861
00:56:23.140 --> 00:56:24.900
the the exact proportions you want.

862
00:56:24.900 --> 00:56:28.280
Potentially, you could go a little smaller than six hundred here if you wanted to.

863
00:56:28.980 --> 00:56:35.355
But I think this looks appropriate, and we know that we're using the minimum kilobytes for that image size.

864
00:56:36.075 --> 00:56:40.415
Also, Colette, one quick tip, to make that image size even smaller.

865
00:56:41.035 --> 00:56:52.390
What you could do is your contact info on there, you could put that in just as regular text and then use some CSS to style it, you know, if you wanna change, like, the font of your name or something like that.

866
00:56:52.690 --> 00:56:53.910
And that way, the only

867
00:56:54.210 --> 00:56:56.069
image in your signature

868
00:56:56.369 --> 00:57:00.550
would just be your logo, and then that would also reduce the file size a little bit.

869
00:57:01.329 --> 00:57:02.950
Okay. Good tip there.

870
00:57:03.924 --> 00:57:07.545
Okay. Super. Thanks for your time. Yeah. Thanks for showing us this.

871
00:57:08.005 --> 00:57:11.224
Alright. Good stuff there from Colette. Always nice to have you,

872
00:57:11.525 --> 00:57:13.305
in on the webinars with us.

873
00:57:13.924 --> 00:57:14.325
Alright.

874
00:57:14.724 --> 00:57:18.184
Let's keep things moving here. Thanks for that segment, Rick and Sherilyn.

875
00:57:19.470 --> 00:57:22.290
And we do have a website showcase,

876
00:57:22.670 --> 00:57:23.170
today.

877
00:57:23.869 --> 00:57:26.610
Correct me if I'm wrong. Is it Lois or Luis?

878
00:57:27.150 --> 00:57:30.290
Let me unmute your microphone here. How are you doing today?

879
00:57:31.175 --> 00:57:36.075
I'm good. It's Louise. Louise. Alright. And, where where are you calling in from?

880
00:57:37.015 --> 00:57:37.515
Beechburg,

881
00:57:37.815 --> 00:57:38.315
Ontario.

882
00:57:38.935 --> 00:57:44.795
Okay. Well, we definitely love Canada here at Brilliant Directories, so, thanks for joining us.

883
00:57:45.090 --> 00:57:48.950
And your site is, bookkeepersdirectory.com.

884
00:57:49.650 --> 00:57:52.390
Yes. It is. And are you a bookkeeper yourself?

885
00:57:53.570 --> 00:57:54.290
Yes. I am.

886
00:57:54.290 --> 00:58:00.535
I've been a bookkeeper for a number of years, and this year I decided I needed to scale things up a bit.

887
00:58:01.075 --> 00:58:05.335
So I connected with other bookkeepers for ideas, and through these connections,

888
00:58:05.635 --> 00:58:09.815
I found out about a lot of amazing industry specific tools and resources,

889
00:58:11.470 --> 00:58:15.010
but they were hard to find online with doing searches and that it was just word-of-mouth.

890
00:58:15.550 --> 00:58:16.450
So I thought

891
00:58:16.830 --> 00:58:21.730
this is a perfect opportunity for a directory is to get them all in one location and

892
00:58:22.190 --> 00:58:24.770
and also give a place for bookkeepers to

893
00:58:25.164 --> 00:58:26.785
to promote themselves as well.

894
00:58:27.724 --> 00:58:30.704
Alright. I'm gonna open up my notepad here.

895
00:58:31.325 --> 00:58:34.305
So you brought up a a few interesting points here. So,

896
00:58:34.924 --> 00:58:36.464
you wanna create a resource

897
00:58:37.964 --> 00:58:39.105
where bookkeepers

898
00:58:41.960 --> 00:58:42.619
can find

899
00:58:43.240 --> 00:58:46.380
tools and and training and things like that. Right?

900
00:58:46.760 --> 00:58:47.740
Yes. Yes.

901
00:58:49.559 --> 00:58:52.140
And then as we always talk about different audiences,

902
00:58:52.760 --> 00:58:57.744
then you'd also like, you know, business owners to be able to find bookkeepers

903
00:58:58.125 --> 00:58:59.265
on this directory.

904
00:59:00.444 --> 00:59:04.145
Yes. Originally, it was just going to be a bookkeeper's directory,

905
00:59:04.605 --> 00:59:05.105
but,

906
00:59:05.645 --> 00:59:07.825
I found it was really difficult to

907
00:59:08.510 --> 00:59:11.890
locate tools and resources for bookkeepers, so I thought

908
00:59:12.349 --> 00:59:13.970
the two would go hand in hand.

909
00:59:15.470 --> 00:59:20.450
Okay. Well, you're you're first of all, you're on a really good track here.

910
00:59:21.414 --> 00:59:29.115
Just quickly looking at the site, it looks like you are in the the beginning stages of of kinda setting this up here, which is just perfectly fine.

911
00:59:30.295 --> 00:59:33.035
But it's good it's good that we're on the call here. So

912
00:59:33.700 --> 00:59:37.060
what you know, when when Matt and I, he's on the the call here too.

913
00:59:37.060 --> 00:59:43.160
When we were creating our first directory about a decade ago or so, it was a directory for interior designers.

914
00:59:43.940 --> 00:59:44.440
And

915
00:59:45.220 --> 00:59:46.755
what we learned is

916
00:59:47.075 --> 00:59:50.134
rather than only being a directory for interior designers,

917
00:59:50.835 --> 00:59:53.255
and and consumers can find designers,

918
00:59:54.275 --> 00:59:55.734
one method for

919
00:59:56.115 --> 00:59:56.615
acquiring,

920
00:59:57.474 --> 01:00:01.580
designers that wanted to be members on the site is providing with the for them

921
01:00:01.880 --> 01:00:04.540
resources that help them be better at their business.

922
01:00:05.960 --> 01:00:10.860
So it's a great way to attract the talent of the professional members to your site.

923
01:00:11.160 --> 01:00:19.455
And the phrase we use is that your website becomes can become, and I don't wanna spell bacon here, I don't know if there's a beacon of information,

924
01:00:20.715 --> 01:00:21.535
and value

925
01:00:22.155 --> 01:00:23.295
for the professionals.

926
01:00:24.555 --> 01:00:25.055
Yes.

927
01:00:26.795 --> 01:00:34.180
And and so what you what you have these tools and resources that are gonna help bookkeepers be better bookkeepers, more efficient bookkeepers.

928
01:00:35.360 --> 01:00:38.960
And and you said they're hard to find, and you're trying to put them all in one place.

929
01:00:39.120 --> 01:00:40.180
So that's fantastic.

930
01:00:41.934 --> 01:00:47.155
Exactly. I was surprised at how many tools and coaches there were out there it for this industry.

931
01:00:47.694 --> 01:00:52.115
And like I said, they're they're very difficult to find online. Alright. So you're curating,

932
01:00:52.734 --> 01:00:56.680
again, these these tools and making them readily available for the professionals.

933
01:00:56.680 --> 01:00:58.060
So there's definitely value,

934
01:00:58.920 --> 01:01:03.180
value there. And, again, that allows you to become a beacon of information,

935
01:01:04.280 --> 01:01:05.100
in the industry.

936
01:01:05.640 --> 01:01:07.420
It also allows you to,

937
01:01:08.280 --> 01:01:09.420
gain some authority

938
01:01:12.155 --> 01:01:14.335
because through the value you're you're providing.

939
01:01:20.075 --> 01:01:20.575
Now,

940
01:01:21.675 --> 01:01:25.695
also looking at this site, we always when we're doing kind of the website reviews,

941
01:01:27.599 --> 01:01:29.380
we always wanna make sure that

942
01:01:30.559 --> 01:01:32.660
although you're catering to both audiences,

943
01:01:33.200 --> 01:01:41.700
for example, the you're trying to get the the bookkeeper's attention, but you also want people who are looking for bookkeeper's attention, you don't want to commingle

944
01:01:43.435 --> 01:01:46.335
though those things. You kinda wanna keep them separate,

945
01:01:47.115 --> 01:01:52.635
because it it dilutes the focus of, the site. It kinda confuses people when they come to the site.

946
01:01:52.635 --> 01:01:53.535
They don't know

947
01:01:53.994 --> 01:01:56.494
what the core focus is of the site.

948
01:01:57.830 --> 01:01:59.690
And as David mentioned

949
01:02:00.150 --> 01:02:07.610
at the in the beginning of this webinar when we're talking about the proof of concept, which is, I guess, what the the I I would recommend everyone, including,

950
01:02:08.230 --> 01:02:08.730
yourself,

951
01:02:09.265 --> 01:02:19.365
watch that video from the directory gurus and see exactly what they're talking about proof of concept and also which audience that we want to go after first because your site's gonna have multiple audiences.

952
01:02:19.825 --> 01:02:27.750
And and as when we're just starting out, we have to choose one, and then we can branch off once we're doing a good job, with acquisition

953
01:02:28.050 --> 01:02:29.990
of the first type of audience.

954
01:02:32.850 --> 01:02:38.375
So for me, what I'm seeing here is it it would be easy to just create a book keeper's directory,

955
01:02:38.995 --> 01:02:49.395
but there really isn't too much incentive for bookkeepers to start joining your site because, well, you you can tell them, oh, promote your business, you know, get more online visibility, and that's pretty much it.

956
01:02:49.395 --> 01:02:52.855
You don't really have anything tangible that they could benefit from.

957
01:02:53.550 --> 01:02:55.810
And that's where the resources come in,

958
01:02:56.590 --> 01:02:57.650
to get the bookkeepers

959
01:02:58.830 --> 01:03:01.710
to for the bookkeepers to get access to the resource. So,

960
01:03:02.030 --> 01:03:06.130
what I'm also thinking, and, again, I'm just this is a stream of consciousness as I'm talking,

961
01:03:06.430 --> 01:03:06.930
is

962
01:03:07.665 --> 01:03:11.125
I think it would warrant to get access to these resources

963
01:03:11.745 --> 01:03:15.045
that the bookkeepers at least need to register a free account

964
01:03:15.505 --> 01:03:16.485
on your site

965
01:03:16.785 --> 01:03:17.525
to unlock

966
01:03:17.985 --> 01:03:18.485
access,

967
01:03:19.665 --> 01:03:21.205
to the tools and resources.

968
01:03:22.089 --> 01:03:22.589
Okay.

969
01:03:23.450 --> 01:03:26.190
Would does that kinda kinda make sense at all?

970
01:03:26.810 --> 01:03:28.089
Yes. It does. Yeah.

971
01:03:28.089 --> 01:03:32.510
I was wondering which angle to take because I wasn't sure whether to focus on bookkeepers

972
01:03:32.890 --> 01:03:33.869
or the resources.

973
01:03:36.315 --> 01:03:40.895
But, yeah, that that does make sense. Going into this kind of plan that you put together,

974
01:03:41.275 --> 01:03:49.960
I'm with you, and I think it would be best to gear the front end of the website towards the customer, the business owner, who's looking for a bookkeeper.

975
01:03:50.260 --> 01:03:55.480
Since, ultimately, this is the bookkeeper's directory, it's gonna be the business owners who are looking for bookkeepers.

976
01:03:55.700 --> 01:04:02.520
So something like the the public articles on the site that you may want are how to find a good bookkeeper, what makes a good bookkeeper,

977
01:04:03.765 --> 01:04:05.145
how can you trust the bookkeeper

978
01:04:05.684 --> 01:04:09.365
with, your financial information, you know, articles like that.

979
01:04:09.365 --> 01:04:12.184
And then kind of on the back end, you can incentivize

980
01:04:13.045 --> 01:04:13.545
bookkeepers

981
01:04:13.924 --> 01:04:18.105
to register on your site by telling them that you'll provide them with these additional

982
01:04:18.780 --> 01:04:19.280
resources

983
01:04:19.580 --> 01:04:22.640
to help them with their bookkeeping business.

984
01:04:22.940 --> 01:04:25.920
But you can make all those pages private and only accessible

985
01:04:26.300 --> 01:04:27.120
to the bookkeeping

986
01:04:27.980 --> 01:04:28.480
members.

987
01:04:28.860 --> 01:04:31.840
And then you could, like, link to those resources or those pages

988
01:04:32.165 --> 01:04:34.905
in their member dashboard or something like that.

989
01:04:35.445 --> 01:04:35.945
Okay.

990
01:04:36.244 --> 01:04:43.545
That way, it keeps, it keeps the whole front end of your site very clean and simple for the business owner, the the customer to navigate.

991
01:04:44.005 --> 01:04:48.100
And then also it it kind of it segments the two audiences

992
01:04:48.560 --> 01:04:49.860
pretty neatly, I think.

993
01:04:50.320 --> 01:04:51.860
Yeah. That would for sure.

994
01:04:52.560 --> 01:04:55.620
And, you know, I was checking out some some websites,

995
01:04:56.800 --> 01:04:57.540
not necessarily

996
01:04:58.320 --> 01:04:59.460
identical to yours.

997
01:05:00.305 --> 01:05:01.845
I was looking at, for example,

998
01:05:02.545 --> 01:05:03.045
LendingTree,

999
01:05:04.625 --> 01:05:06.305
and I was also looking at

1000
01:05:07.185 --> 01:05:11.365
I think it was H and R Block because they're tax specialists. Right?

1001
01:05:12.990 --> 01:05:23.010
I I wasn't necessarily looking for bookkeeper directories, but I was looking at what's the process they're using to kinda get because it's about the businesses that need to connect with these services.

1002
01:05:24.350 --> 01:05:28.994
So what I what I felt is and it's not necessarily an an app, but it's very,

1003
01:05:29.375 --> 01:05:32.255
like the options for the user are very simple here.

1004
01:05:32.255 --> 01:05:35.075
You know, you you come to this is the H and R Block website.

1005
01:05:35.295 --> 01:05:38.915
You basically have a couple options to start filing with a tax pro

1006
01:05:39.215 --> 01:05:44.260
or file online, and then, you know, there's some supportive text about why you should use the services.

1007
01:05:45.200 --> 01:05:49.060
You know, say hello to, you know, better bookkeepers, you could say. Right?

1008
01:05:50.480 --> 01:05:53.680
You know, it's just supportive text, but this the actions are the same.

1009
01:05:53.680 --> 01:05:57.205
See, as I scroll down the page, I'm just presented with two options.

1010
01:05:57.585 --> 01:06:03.925
When I went to, for example, LendingTree and, again, if he has that, like, app like feel because all the user is doing is pressing buttons

1011
01:06:04.625 --> 01:06:08.965
to continue the process. I guess that's what it is. It's just creating a system where,

1012
01:06:09.620 --> 01:06:14.680
until the user is actually putting in their name and and email address, they're just pushing buttons,

1013
01:06:15.540 --> 01:06:16.600
attractive buttons

1014
01:06:16.980 --> 01:06:20.520
to get to the different sections of the site that are gonna help them achieve,

1015
01:06:21.380 --> 01:06:25.694
some goal, at the end of the rainbow there. So this is, LendingTree's here.

1016
01:06:25.694 --> 01:06:28.654
You know, they're they're kinda asking you, like, what do you wanna do exactly?

1017
01:06:28.654 --> 01:06:30.515
I'm looking for credit cards, insurance,

1018
01:06:30.894 --> 01:06:33.234
and so forth. So when we come back,

1019
01:06:33.775 --> 01:06:34.755
to your site,

1020
01:06:35.775 --> 01:06:40.589
and, again, because you're in the big beginning stages, you really don't have many places to direct,

1021
01:06:41.210 --> 01:06:43.150
potential website visitors to.

1022
01:06:43.530 --> 01:06:45.630
And David and I were actually chatting,

1023
01:06:46.089 --> 01:06:48.109
and we thought, and we've used this before,

1024
01:06:48.730 --> 01:06:52.990
is maybe using the style that we use on the classified ads

1025
01:06:53.465 --> 01:06:53.965
theme,

1026
01:06:54.345 --> 01:07:02.125
which we use this, this, on lots of different, concepts when we talk about sites, is basically the two buttons on the home page.

1027
01:07:03.385 --> 01:07:08.810
Because what we're trying to do is funnel the the website visitor down a path to success.

1028
01:07:08.810 --> 01:07:10.990
So whether we want them to

1029
01:07:11.690 --> 01:07:12.670
find a bookkeeper

1030
01:07:13.130 --> 01:07:13.630
or

1031
01:07:14.010 --> 01:07:15.710
list their bookkeeping services,

1032
01:07:16.090 --> 01:07:19.310
those are basically two paths we want a website visitor,

1033
01:07:20.165 --> 01:07:20.984
to go down.

1034
01:07:22.565 --> 01:07:28.665
So as we were looking at your site and, again, because it's in the beginning stages, we thought that two buttons on the homepage

1035
01:07:29.045 --> 01:07:31.145
would probably be a little bit more value,

1036
01:07:31.845 --> 01:07:36.160
than having people search because right now, you know, you don't really have too many options.

1037
01:07:36.160 --> 01:07:39.860
You're just kinda testing around and figuring out, you know, what,

1038
01:07:40.160 --> 01:07:44.020
you know, what direction you're gonna do for customer acquisition and things like that.

1039
01:07:44.480 --> 01:07:45.620
Right. Right.

1040
01:07:46.320 --> 01:07:48.260
So if you wanted to, we could do,

1041
01:07:49.115 --> 01:07:54.895
I don't wanna get too I don't wanna spend too much time on it, but what I'd like to do is just kinda put some of the building blocks in place,

1042
01:07:55.515 --> 01:07:57.694
to kind of more it's more conceptual

1043
01:07:58.075 --> 01:08:01.855
so you can start thinking about your site in in this type of format,

1044
01:08:02.280 --> 01:08:08.860
and it'll give you some direction to move forward in, and and hopefully, it'll crystallize more ideas for you as well.

1045
01:08:10.040 --> 01:08:10.860
That's great.

1046
01:08:12.120 --> 01:08:16.300
If you don't mind, I can kinda just dive right in here and and and make a few, changes.

1047
01:08:17.125 --> 01:08:19.145
Yeah. Go for it, please. Okay.

1048
01:08:19.764 --> 01:08:23.364
And David, if if please and Rick, if you guys have some ideas, just shout them out.

1049
01:08:23.364 --> 01:08:27.224
I'm gonna do just some quick things here, and we can see,

1050
01:08:28.005 --> 01:08:29.284
where where this will take us.

1051
01:08:29.284 --> 01:08:33.989
So so, Dave, you're recommending to still keep the, like, the homepage of the site,

1052
01:08:35.489 --> 01:08:38.550
focused on the the company, right, looking for bookkeeper's

1053
01:08:38.930 --> 01:08:39.430
services.

1054
01:08:40.050 --> 01:08:42.870
Right. So, like, the tools and the resources,

1055
01:08:44.130 --> 01:08:48.675
menu links probably wouldn't be best because that might confuse those business owners Okay.

1056
01:08:48.835 --> 01:08:51.555
Since ultimately those resources wouldn't be for them. Got you.

1057
01:08:51.555 --> 01:08:59.495
We we can have, like, one one button or one call to action for the bookkeepers, the professionals, but everything else geared towards the

1058
01:08:59.940 --> 01:09:04.200
the we'll call them the consumer, the the person looking for the professional. Alright.

1059
01:09:04.979 --> 01:09:08.920
Let's do this. I'm just gonna start with the getting the two buttons on there.

1060
01:09:08.979 --> 01:09:11.000
So that's gonna be in the design settings

1061
01:09:12.100 --> 01:09:13.640
here, and it's always fun,

1062
01:09:14.100 --> 01:09:14.745
to kinda

1063
01:09:15.145 --> 01:09:16.925
go down this path here.

1064
01:09:18.425 --> 01:09:20.985
And that lagged a little bit, but that's okay.

1065
01:09:20.985 --> 01:09:23.225
So we're gonna go to the design settings home page layout.

1066
01:09:23.225 --> 01:09:26.445
I'm gonna work it just a little bit quickly just for the sake of time here.

1067
01:09:26.745 --> 01:09:30.740
And we'll scroll down, and we're not gonna use a search. We're going to use

1068
01:09:31.120 --> 01:09:32.740
the hero message with link.

1069
01:09:34.880 --> 01:09:43.540
And those two buttons, we're lucky because we have a quick link, where you can kinda copy the code for those two buttons, and there's some takes you to our support center with some

1070
01:09:44.194 --> 01:09:46.534
screenshots. So I'll just copy the code here.

1071
01:09:53.154 --> 01:09:53.654
And

1072
01:09:54.835 --> 01:09:55.974
do you have a slogan?

1073
01:09:57.474 --> 01:09:58.295
Not yet.

1074
01:09:58.650 --> 01:09:59.150
Okay.

1075
01:10:00.650 --> 01:10:01.470
Any ideas?

1076
01:10:02.090 --> 01:10:06.030
Yeah. You know, it's good that so so who who's looking for bookkeepers?

1077
01:10:06.170 --> 01:10:08.110
Businesses or companies or individuals?

1078
01:10:09.210 --> 01:10:11.150
Who's the that target audience?

1079
01:10:12.105 --> 01:10:13.805
Usually businesses and companies.

1080
01:10:14.345 --> 01:10:14.845
Okay.

1081
01:10:14.905 --> 01:10:19.485
And what's a problem they might be facing where they need to look for a new bookkeeper right now?

1082
01:10:19.785 --> 01:10:20.285
Overwhelm.

1083
01:10:21.945 --> 01:10:25.805
A lot of small businesses have tried to do it themselves for too long, and they're

1084
01:10:26.179 --> 01:10:28.600
they're busy with their own business. So

1085
01:10:29.460 --> 01:10:30.840
they tend to find fall

1086
01:10:31.540 --> 01:10:34.280
sometimes several months behind, even years behind.

1087
01:10:35.699 --> 01:10:37.159
I got a buddy, and

1088
01:10:37.699 --> 01:10:42.385
he I don't know why, but something about his business, he has a lot of turnover with bookkeepers.

1089
01:10:42.445 --> 01:10:46.385
But when he doesn't have one, he's not as productive because he's having to,

1090
01:10:46.845 --> 01:10:56.670
you know, send out the accounts receivables and payables and and and balancing all the, you know, all the all the numbers at the end of the day when, you know, he's just this basically needs to do sales,

1091
01:10:57.710 --> 01:11:00.610
himself. So sounds like get the help you need

1092
01:11:01.310 --> 01:11:01.810
Yes.

1093
01:11:04.110 --> 01:11:06.370
From, like, trusted bookkeepers. Right?

1094
01:11:06.990 --> 01:11:07.490
Yes.

1095
01:11:10.185 --> 01:11:14.204
You good with that, Dave? Yeah. Yeah. It sounds good to me. Alright.

1096
01:11:14.665 --> 01:11:15.165
Now

1097
01:11:16.025 --> 01:11:17.405
what we're doing here

1098
01:11:18.025 --> 01:11:19.804
is and and this is a strategy

1099
01:11:20.505 --> 01:11:24.204
is and I always I always see this. You don't want to

1100
01:11:25.110 --> 01:11:32.250
you don't wanna have a title, and, again, I'm not I know that you're in the beginning stages of your site, but you don't wanna have a title where it's just like find

1101
01:11:32.710 --> 01:11:33.210
bookkeepers.

1102
01:11:34.150 --> 01:11:40.005
You want to if you're gonna really connect, you need to strike an emotional cord with a potential audience.

1103
01:11:40.005 --> 01:11:41.705
So this goes to strategy, guys.

1104
01:11:42.485 --> 01:11:50.885
Find a way to make an emotional connection with the problem your potential customer or, you know, the person who's gonna use your site might be facing.

1105
01:11:50.885 --> 01:11:52.345
So I was asking questions,

1106
01:11:52.850 --> 01:11:58.710
like, what why would why would a bookkeeper wanna you I mean, a a business wanna use this site, and look how emotional,

1107
01:11:59.010 --> 01:12:00.630
we got here. So they're overwhelmed.

1108
01:12:01.330 --> 01:12:03.990
They don't wanna do it themselves. So time is a problem.

1109
01:12:04.370 --> 01:12:07.665
So, obviously, that comes down to kind of getting the help you need.

1110
01:12:07.665 --> 01:12:10.244
So the more you can strike on an emotional cord,

1111
01:12:10.705 --> 01:12:17.925
the more the audience will know that you've you understand their pain, and they're in the right place to find help and a solution.

1112
01:12:18.545 --> 01:12:19.605
You know what, Jason?

1113
01:12:19.905 --> 01:12:28.320
Actually, playing off of that with the the slogan of the website, instead of getting the help you need, how about save money with trusted bookkeepers?

1114
01:12:28.460 --> 01:12:32.140
Ultimately, the last thing you want is for bookkeepers to cost your business money.

1115
01:12:32.140 --> 01:12:34.895
And some businesses who are looking for bookkeepers,

1116
01:12:35.755 --> 01:12:40.335
maybe they're looking because they have one who's not doing their job too well. Gotcha.

1117
01:12:40.795 --> 01:12:44.735
So there you go. We can we can no. That's a great suggestion. So we can continue with

1118
01:12:45.250 --> 01:12:48.530
figuring out what the right combination of emotional words are.

1119
01:12:48.530 --> 01:12:52.230
So I just added work smarter and save money with trusted bookkeepers.

1120
01:12:53.570 --> 01:12:58.950
So this is H and R Block, and they're saying filing feels better with with upfront pricing.

1121
01:13:00.195 --> 01:13:02.135
So they're they're promoting convenience.

1122
01:13:03.555 --> 01:13:07.735
No surprise. Just tax prep the way it should be. So they're they're really making

1123
01:13:08.115 --> 01:13:12.675
you feel like this process is simple, and it's gonna be affordable at the same time.

1124
01:13:12.915 --> 01:13:14.220
So that's generally the

1125
01:13:15.180 --> 01:13:18.720
the pain point for most people when they're doing their taxes, obviously.

1126
01:13:19.340 --> 01:13:20.400
So let's do this.

1127
01:13:21.900 --> 01:13:23.680
Let's add the main title,

1128
01:13:25.820 --> 01:13:26.320
and

1129
01:13:27.020 --> 01:13:29.280
we'll do the two buttons. We'll do, like,

1130
01:13:29.670 --> 01:13:30.165
find

1131
01:13:33.845 --> 01:13:34.345
bookkeepers,

1132
01:13:34.725 --> 01:13:36.665
and then the second one would be,

1133
01:13:38.805 --> 01:13:39.305
bookkeepers,

1134
01:13:42.340 --> 01:13:43.320
kinda, like, lists

1135
01:13:44.260 --> 01:13:45.000
your services

1136
01:13:46.900 --> 01:13:47.640
in a way.

1137
01:13:48.660 --> 01:13:51.480
Let me just quickly save this and see where we're at.

1138
01:13:54.825 --> 01:13:59.005
And I'll do I'll keep the old site open so we can do, like, a before,

1139
01:13:59.705 --> 01:14:03.785
an after situation. So you can even continue using this woman here.

1140
01:14:03.945 --> 01:14:06.445
She's obviously, you know, wearing, like, corporate professional

1141
01:14:07.099 --> 01:14:09.440
attire. She could potentially be a bookkeeper.

1142
01:14:10.860 --> 01:14:14.400
Let me just, make this a little nicer with the colors,

1143
01:14:16.699 --> 01:14:18.480
and we'll do a few other modifications,

1144
01:14:18.860 --> 01:14:20.239
and we'll be well

1145
01:14:20.699 --> 01:14:22.079
on our way.

1146
01:14:23.795 --> 01:14:25.574
Let me just open this up here.

1147
01:14:27.315 --> 01:14:33.574
So, Jason, I was going to mention the, to don't forget to include the Google Analytics so you can start tracking

1148
01:14:34.114 --> 01:14:35.495
how your website is doing.

1149
01:14:36.010 --> 01:14:39.389
On the initial stages of your website, it's super important to set this up.

1150
01:14:39.449 --> 01:14:42.989
You don't wanna forget later on and waste all that time.

1151
01:14:43.449 --> 01:14:43.949
So

1152
01:14:44.250 --> 01:14:45.790
definitely keep that in mind.

1153
01:14:47.130 --> 01:14:53.114
Yes. Have you set up, Google Analytics on the site by chance? Yes. I have. Okay. Good.

1154
01:14:53.495 --> 01:14:57.114
It's always good to do those those basic things, nice and early.

1155
01:14:57.495 --> 01:14:57.995
Alright.

1156
01:14:58.375 --> 01:14:59.995
We're gonna add some more padding

1157
01:15:00.855 --> 01:15:01.835
here at the bottom

1158
01:15:03.610 --> 01:15:04.750
and at the top.

1159
01:15:06.490 --> 01:15:07.870
And I'm just gonna go

1160
01:15:09.210 --> 01:15:11.310
wild here. I'm gonna increase the

1161
01:15:12.810 --> 01:15:16.805
font size to 60 just as a dramatic effect.

1162
01:15:17.345 --> 01:15:19.045
Alright. Let's see what this looks like.

1163
01:15:25.105 --> 01:15:25.605
Oops.

1164
01:15:27.585 --> 01:15:28.565
Here we go.

1165
01:15:32.440 --> 01:15:33.980
And then we have this here.

1166
01:15:40.200 --> 01:15:44.300
Alright. We can kinda get rid of the subheading here. Don't need it too much.

1167
01:15:47.275 --> 01:15:50.094
And, again, we can work on finding the right word combinations.

1168
01:15:50.635 --> 01:15:53.775
Let it's implied that it's for bookkeepers. I would recommend adding

1169
01:15:54.235 --> 01:16:00.474
the word bookkeepers back or something like that, but I'm just gonna say list your services just so we can have the effect of the the,

1170
01:16:02.130 --> 01:16:04.870
the two the two, funnels that we wanna,

1171
01:16:05.250 --> 01:16:06.390
drive people down

1172
01:16:07.170 --> 01:16:12.530
and just so we get the buttons here on a on a nice line. So work smarter and save money,

1173
01:16:12.850 --> 01:16:14.390
with trusted bookkeepers.

1174
01:16:15.489 --> 01:16:16.305
This is just

1175
01:16:16.865 --> 01:16:20.785
something fun I'd like to do is maybe get trusted bookkeepers on one line.

1176
01:16:20.785 --> 01:16:22.725
I'm just gonna add a line break there.

1177
01:16:24.705 --> 01:16:27.045
And another thing I'd like to do

1178
01:16:27.825 --> 01:16:28.075
is,

1179
01:16:29.450 --> 01:16:33.150
just the style now. Sometimes instead of using these rounded corners,

1180
01:16:33.450 --> 01:16:37.450
it's like fashion. It's it's in one ear. It's out one ear. It's out the other.

1181
01:16:37.450 --> 01:16:41.070
I'm gonna just make these, square corners rather than rounded corners.

1182
01:16:41.290 --> 01:16:44.865
It'll add a little bit more of a sharp feel, to the site as well.

1183
01:16:45.265 --> 01:16:50.005
So that's gonna be under design settings, and then it's over here in the additional settings.

1184
01:16:50.305 --> 01:16:51.845
We'll go with square corners.

1185
01:16:52.465 --> 01:16:52.965
And

1186
01:16:54.145 --> 01:16:54.805
are you

1187
01:16:57.620 --> 01:17:00.760
are you attached to the colors scheme that you've selected?

1188
01:17:01.780 --> 01:17:05.080
No. Okay. Not that I can't remember. Okay.

1189
01:17:05.860 --> 01:17:06.360
And

1190
01:17:06.980 --> 01:17:09.960
this is the logo maker that you created with this. Right?

1191
01:17:10.744 --> 01:17:16.525
Yes. Okay. Let's let's, let's change let's just use another premade color set to start.

1192
01:17:17.625 --> 01:17:22.764
Obviously, you can modify this further. These are just great starting points, to get some,

1193
01:17:23.545 --> 01:17:25.165
types of colors on your site.

1194
01:17:25.950 --> 01:17:31.469
Let's go with, let's go with this one here. It's called smart consumer. Just nice,

1195
01:17:32.190 --> 01:17:33.250
primary colors.

1196
01:17:36.750 --> 01:17:39.570
And we'll refresh the page here. Just give it a second.

1197
01:17:43.645 --> 01:17:44.145
Alright.

1198
01:17:45.245 --> 01:17:45.745
And

1199
01:17:51.005 --> 01:17:54.705
let's do your logo, and then I'm gonna dive into your main menu here

1200
01:17:55.350 --> 01:17:57.930
And then up up here this section as well.

1201
01:18:00.070 --> 01:18:02.250
Alright. So let's go to

1202
01:18:02.630 --> 01:18:03.370
your logo.

1203
01:18:10.125 --> 01:18:13.505
And as I just refresh this page, I had two tabs open.

1204
01:18:17.645 --> 01:18:21.105
Your site is bookkeepersdirectory.com.

1205
01:18:29.810 --> 01:18:33.990
Let's add let's add the icon here. Let's do a leaf, actually.

1206
01:18:34.955 --> 01:18:38.415
Again, you're you're probably gonna get a professional logo made at some point.

1207
01:18:39.275 --> 01:18:41.295
And we can go a little smaller here.

1208
01:18:43.195 --> 01:18:44.895
Here's a small tip for people.

1209
01:18:46.075 --> 01:18:48.190
If you do these small brackets,

1210
01:18:48.570 --> 01:18:50.590
small, you can do the .com.

1211
01:18:52.250 --> 01:18:55.610
It kinda it makes it a little smaller, it's more of a stylistic thing.

1212
01:18:55.610 --> 01:19:00.430
And what do you think a good slogan would be, David or Rick, for the something a little different

1213
01:19:00.875 --> 01:19:02.735
than, what we put on the main

1214
01:19:03.915 --> 01:19:04.415
page.

1215
01:19:08.395 --> 01:19:09.535
Let's keep it simple.

1216
01:19:09.915 --> 01:19:11.695
Save money with top rated,

1217
01:19:12.955 --> 01:19:13.455
bookkeepers.

1218
01:19:16.200 --> 01:19:16.440
Yeah.

1219
01:19:16.440 --> 01:19:23.719
I was just going to say something along the lines of the of the wording that you are like, the words that you wanna rank for.

1220
01:19:23.719 --> 01:19:24.840
Keep that in mind.

1221
01:19:24.840 --> 01:19:30.460
Like, you can use this also geared towards, like, the SEO if you have a specific campaign,

1222
01:19:30.905 --> 01:19:34.265
some keywords that you maybe wanna rank for, stuff like that. Yep.

1223
01:19:34.265 --> 01:19:39.005
These are until you upload, like, an image logo, I think we covered this in another webinar.

1224
01:19:39.385 --> 01:19:40.845
This is a great way to,

1225
01:19:42.505 --> 01:19:46.830
add, add keywords that you're kinda look you're looking to rank for.

1226
01:19:47.370 --> 01:19:48.430
Alright. So,

1227
01:19:50.970 --> 01:19:54.970
see, this.com is actually a little smaller than the other texts. It's hard to see, though.

1228
01:19:54.970 --> 01:19:56.510
Save money with top rated

1229
01:19:57.130 --> 01:19:57.630
bookkeepers.

1230
01:20:00.155 --> 01:20:02.335
Let's also do one more thing.

1231
01:20:06.155 --> 01:20:06.655
Let's,

1232
01:20:07.195 --> 01:20:09.375
change the background of this green

1233
01:20:11.690 --> 01:20:12.190
to

1234
01:20:12.730 --> 01:20:17.390
a, another color because the the green on green is is hard to see this this button here.

1235
01:20:17.450 --> 01:20:20.430
So let's just change that. Homepage section order.

1236
01:20:21.690 --> 01:20:23.790
Search background, let's just go with

1237
01:20:25.835 --> 01:20:27.215
more of a black color.

1238
01:20:28.955 --> 01:20:30.895
I like the a little opacity.

1239
01:20:44.699 --> 01:20:46.880
That goes. That goes. That go. Let's refresh.

1240
01:20:48.699 --> 01:20:50.320
Oh, I didn't select it.

1241
01:20:51.260 --> 01:20:52.719
How about there we go.

1242
01:21:01.815 --> 01:21:04.155
Take that darker color. There we go.

1243
01:21:04.614 --> 01:21:05.114
Alright.

1244
01:21:06.534 --> 01:21:09.994
Alright. Now let's work on your main menu.

1245
01:21:10.350 --> 01:21:14.050
Now the thing about the main menu is just like these two buttons,

1246
01:21:14.429 --> 01:21:16.210
we do wanna keep it relatively,

1247
01:21:17.389 --> 01:21:17.889
simple.

1248
01:21:20.750 --> 01:21:25.645
The advertise with us, are you ready to start taking advertisers right now, Lois?

1249
01:21:26.025 --> 01:21:31.725
No. Not yet. No. Alright. So let's kinda eliminate some things that we don't need off the bat.

1250
01:21:32.185 --> 01:21:35.565
Because, also, understand, the more main menu links you add,

1251
01:21:36.665 --> 01:21:41.730
inherently, you're adding more pressure on yourself to kind of build out those pages,

1252
01:21:42.670 --> 01:21:49.090
get the forms working, and and you have there's a you know, every section you add to your site, it's just it's just more work

1253
01:21:49.470 --> 01:21:50.750
and more things to manage.

1254
01:21:50.750 --> 01:21:56.435
So the more we can edit out and stick to the foundational proof of concept elements,

1255
01:21:57.055 --> 01:22:08.835
the easier it's gonna be to get this off the ground and get users and then get that that very valuable feedback so we can then make decisions on maybe people are asking that they wanna advertise, we can build out that section.

1256
01:22:09.150 --> 01:22:11.970
So go ahead and, go to the main menu here.

1257
01:22:13.470 --> 01:22:17.870
And, it looks like this this was from the demo site that got copied over.

1258
01:22:17.870 --> 01:22:19.890
I'll just kinda delete these links here

1259
01:22:20.910 --> 01:22:21.970
using those pages.

1260
01:22:24.594 --> 01:22:25.815
Still wanna clone that.

1261
01:22:28.514 --> 01:22:29.014
Alright.

1262
01:22:29.315 --> 01:22:31.175
Advertise with us is gone.

1263
01:22:32.435 --> 01:22:33.895
I'm gonna get rid of these.

1264
01:22:36.330 --> 01:22:38.990
I'm gonna create one link that says tools

1265
01:22:39.450 --> 01:22:40.270
for bookkeepers,

1266
01:22:40.970 --> 01:22:42.670
and we're gonna do something clever.

1267
01:22:43.290 --> 01:22:45.550
The tools for bookkeepers link

1268
01:22:46.410 --> 01:22:48.830
is actually gonna link to the sign up page

1269
01:22:49.185 --> 01:22:52.645
where they have to sign up to get access to the tools.

1270
01:22:53.025 --> 01:22:57.605
You could create a little landing page and says, hey. Don't miss out on these important tools.

1271
01:22:57.744 --> 01:22:58.965
By also registering,

1272
01:22:59.985 --> 01:23:03.764
we'll also, you know, feature your business in our bookkeeper directory.

1273
01:23:04.100 --> 01:23:06.440
So now you're just giving them super value

1274
01:23:06.980 --> 01:23:09.800
just for that the free sign up registration.

1275
01:23:11.300 --> 01:23:13.800
Again, because that will help you more rapidly

1276
01:23:14.340 --> 01:23:15.380
acquire customers.

1277
01:23:15.380 --> 01:23:22.665
And and if everyone anyone watches Shark Tank, customer acquisition cost is is what makes or breaks, most businesses.

1278
01:23:23.285 --> 01:23:24.025
And we're

1279
01:23:24.485 --> 01:23:27.385
we're also going to do you watch Shark Tank by any chance?

1280
01:23:27.845 --> 01:23:30.185
Oh, yes. Okay. Yeah. Lots of fun.

1281
01:23:31.365 --> 01:23:33.465
So tools for bookkeepers.

1282
01:23:35.020 --> 01:23:38.320
And I'm just gonna do a little style thing here. It's

1283
01:23:39.180 --> 01:23:40.400
a thing I can do,

1284
01:23:41.980 --> 01:23:46.560
button danger. These are just the different button classes that we have that are part of your theme.

1285
01:23:48.460 --> 01:23:48.960
And

1286
01:23:49.295 --> 01:23:50.514
let me save this.

1287
01:23:52.735 --> 01:23:55.554
And You can fix spelling on bookkeepers?

1288
01:23:55.935 --> 01:23:56.435
Yeah.

1289
01:23:58.175 --> 01:24:00.514
Keep put two k's. Right? Okay.

1290
01:24:01.775 --> 01:24:02.275
Okay.

1291
01:24:03.340 --> 01:24:08.080
And with that, what we can do is just remove the the join us link. And, again,

1292
01:24:08.700 --> 01:24:12.300
you know, just keep this in mind, guys. Who are you asking to join your site?

1293
01:24:12.300 --> 01:24:15.280
Are you asking the general consumer? Like, you really need

1294
01:24:16.495 --> 01:24:18.015
a deliberate and and,

1295
01:24:18.735 --> 01:24:20.755
call to action. You gotta know who you're

1296
01:24:21.055 --> 01:24:23.695
speaking to. So just saying join us,

1297
01:24:24.094 --> 01:24:24.835
really doesn't

1298
01:24:25.535 --> 01:24:26.735
mention who you're talking to.

1299
01:24:26.735 --> 01:24:35.409
So if a consumer goes to that, the membership plan page for bookkeepers, they're gonna get confused potentially and think that that they're on a site that's only for bookkeepers.

1300
01:24:36.110 --> 01:24:38.849
So just just kind of, be aware of

1301
01:24:39.150 --> 01:24:41.090
the terminology you're you're using.

1302
01:24:42.135 --> 01:24:48.155
So resources, those are gonna be the ones for the bookkeeper, so I'm just gonna kinda delete that as well.

1303
01:24:50.215 --> 01:24:53.114
Now here's here's here's what you can have

1304
01:24:53.494 --> 01:24:53.895
is,

1305
01:24:54.454 --> 01:24:55.594
you could have a

1306
01:24:58.530 --> 01:24:59.030
bookkeeper

1307
01:24:59.570 --> 01:25:01.990
I like this phrase, like, pro match service.

1308
01:25:03.810 --> 01:25:04.310
K.

1309
01:25:05.010 --> 01:25:07.110
Bookkeeper pro and then you could do, like,

1310
01:25:09.635 --> 01:25:10.135
bookkeeper

1311
01:25:10.995 --> 01:25:11.495
directory.

1312
01:25:12.995 --> 01:25:15.655
And this would go to your get matched page,

1313
01:25:17.635 --> 01:25:19.255
and this can go to

1314
01:25:20.915 --> 01:25:22.855
could go to your categories page.

1315
01:25:27.860 --> 01:25:32.040
We're gonna talk about your categories next, and then we'll we'll look like the before and after.

1316
01:25:33.140 --> 01:25:35.160
So let's refresh this.

1317
01:25:36.485 --> 01:25:37.304
K. So

1318
01:25:37.684 --> 01:25:41.945
if you notice here now I have this in red, the tools for bookkeepers,

1319
01:25:44.405 --> 01:25:44.905
bookkeeper,

1320
01:25:45.445 --> 01:25:48.025
a ProMatch service, and a bookkeeper

1321
01:25:49.530 --> 01:25:50.030
directory.

1322
01:25:50.490 --> 01:25:53.070
So you got just a few main menu links here.

1323
01:25:53.610 --> 01:25:56.190
You really could also get rid of the home link,

1324
01:25:57.210 --> 01:26:00.030
because that's normally implied that the logo

1325
01:26:01.290 --> 01:26:02.750
takes you to the home page.

1326
01:26:05.335 --> 01:26:07.115
And you could even have a page,

1327
01:26:08.535 --> 01:26:10.955
like, you could do the how it works

1328
01:26:12.855 --> 01:26:17.755
and go to your about page. Now I would recommend kind of building out these pages a bit more.

1329
01:26:21.390 --> 01:26:25.010
Alright. And that should fill up your main menu a bit here.

1330
01:26:28.910 --> 01:26:30.050
Yeah. It looks nice.

1331
01:26:33.375 --> 01:26:35.715
Just gonna say bookkeeper matching service.

1332
01:26:36.415 --> 01:26:36.915
Alright.

1333
01:26:41.455 --> 01:26:43.155
So with that said,

1334
01:26:46.489 --> 01:26:50.030
I'm not ready to do the before and after just yet. So find a bookkeeper.

1335
01:26:51.210 --> 01:26:54.510
So this is gonna go to, your get match page.

1336
01:26:55.050 --> 01:26:55.850
We do have

1337
01:26:58.245 --> 01:27:01.865
I'm going to share the link to to create a better landing page here.

1338
01:27:03.205 --> 01:27:05.065
It's in our documentation center.

1339
01:27:06.005 --> 01:27:07.145
I'm just gonna Google

1340
01:27:07.445 --> 01:27:07.945
page.

1341
01:27:12.250 --> 01:27:13.070
Here you go.

1342
01:27:14.170 --> 01:27:17.550
Lead magnet page. So it's gonna allow you to kind of

1343
01:27:18.810 --> 01:27:19.929
create a page like this.

1344
01:27:19.929 --> 01:27:23.469
I don't this wasn't the exact one I was thinking of, but I'm gonna share this link nonetheless.

1345
01:27:23.690 --> 01:27:25.869
It's gonna allow you to just kinda create these,

1346
01:27:26.225 --> 01:27:29.445
like, tools. This would be great, the one for tools for

1347
01:27:30.465 --> 01:27:31.525
tools for bookkeepers,

1348
01:27:31.825 --> 01:27:34.405
and you create a page that looks like this.

1349
01:27:36.465 --> 01:27:39.525
You know, I think it's actually a page that looks like this.

1350
01:27:40.579 --> 01:27:42.739
Scroll down. That was the thank you page.

1351
01:27:42.739 --> 01:27:52.119
So, you know, it's a form or it could be just benefits and links to the sign up page, but it's basically a way to create a landing page that gets people excited about the service.

1352
01:27:52.355 --> 01:27:57.715
And then you you take them to the to the registration page or or the one action that you want them to do.

1353
01:27:57.715 --> 01:27:59.815
And that's gonna help with rapid customer,

1354
01:28:00.355 --> 01:28:04.355
acquisition or member acquisition. Just gonna, put this in the chat here.

1355
01:28:04.355 --> 01:28:05.655
You can read these articles.

1356
01:28:06.195 --> 01:28:12.150
And we also have if you search our Brilliant Directories blog, just search for, like, lead magnet or,

1357
01:28:13.330 --> 01:28:14.230
landing page.

1358
01:28:14.370 --> 01:28:19.170
You'll find more articles on how to kind of spruce up some of these, the pages so they're just,

1359
01:28:19.505 --> 01:28:20.324
a little more

1360
01:28:20.784 --> 01:28:23.764
attractive. So bookkeeper matching service, bookkeeper directory.

1361
01:28:24.304 --> 01:28:27.204
So what I'm doing is I'm linking to your categories page,

1362
01:28:27.505 --> 01:28:28.885
bookkeepers by category,

1363
01:28:29.905 --> 01:28:32.485
and you have some good categories here. What I did notice,

1364
01:28:32.970 --> 01:28:35.470
the webinars and the resources for bookkeepers,

1365
01:28:36.250 --> 01:28:39.870
you set up the categories as as if they were gonna be members.

1366
01:28:40.489 --> 01:28:44.670
These would probably be better as premium posts that only

1367
01:28:45.244 --> 01:28:46.385
registered bookkeepers

1368
01:28:46.925 --> 01:28:48.385
member membership levels,

1369
01:28:48.925 --> 01:28:50.385
would have access to.

1370
01:28:51.085 --> 01:28:54.445
And and Okay. And and for that, you wanna use our,

1371
01:28:55.244 --> 01:29:00.545
the members only content add on, and there's a video on this page. So I'm gonna also share this.

1372
01:29:00.690 --> 01:29:03.030
If you watch the video, you'll understand how you can

1373
01:29:03.570 --> 01:29:05.270
set up the resource pages,

1374
01:29:05.650 --> 01:29:09.190
like the webinars or whatever tools that are only for the bookkeepers,

1375
01:29:10.210 --> 01:29:14.310
and and just limit that content using the members only add on.

1376
01:29:15.735 --> 01:29:17.495
And and the video is right here on the side.

1377
01:29:17.495 --> 01:29:21.355
You could just you could just click it, but I'm gonna share this link here in the chat.

1378
01:29:23.975 --> 01:29:24.375
And,

1379
01:29:25.094 --> 01:29:29.080
so what you can then do further is just really have and you don't need a lot.

1380
01:29:29.080 --> 01:29:31.660
I I I also like to make this page full width.

1381
01:29:32.600 --> 01:29:34.780
I'll go ahead and do that for you. It's a

1382
01:29:35.480 --> 01:29:36.460
personal preference.

1383
01:29:37.400 --> 01:29:39.739
Sorry. No sidebar is what I wanna do, actually.

1384
01:29:45.344 --> 01:29:50.065
A little bit nicer, when you come to this page. And, also, let's let's disable banner ads for now.

1385
01:29:50.065 --> 01:29:51.285
But I do wanna say

1386
01:29:51.665 --> 01:29:57.100
banner ads are great. Imagine if it was a link of the banner ad to your matching service page.

1387
01:29:57.240 --> 01:30:02.200
So then you have, you know, your banner ad assets kinda working for you internally.

1388
01:30:02.200 --> 01:30:05.260
It's not about selling ad space just just yet.

1389
01:30:06.120 --> 01:30:06.620
Okay.

1390
01:30:07.685 --> 01:30:12.025
And, again, you you just have to create the graphics for those, and and you would upload them here

1391
01:30:12.485 --> 01:30:16.565
in the banner ad design section. But just for now, again, we're in the early stages.

1392
01:30:16.565 --> 01:30:20.105
We'll just turn off all the banner ads on your site for now.

1393
01:30:20.910 --> 01:30:22.530
So we have a bookkeeper directory.

1394
01:30:23.710 --> 01:30:26.050
This makes sense to me. Like, cloud bookkeepers,

1395
01:30:26.590 --> 01:30:27.090
QuickBooks

1396
01:30:28.030 --> 01:30:28.530
professionals,

1397
01:30:29.230 --> 01:30:31.969
I I can see how a business would know what they need

1398
01:30:32.670 --> 01:30:33.410
with this.

1399
01:30:35.245 --> 01:30:36.765
So let's keep it that.

1400
01:30:36.765 --> 01:30:43.585
How it works, this is just the standard how it works page, but I would recommend trying to make something awesome using, like, nice graphics and images,

1401
01:30:44.125 --> 01:30:48.785
and things like that. And and just like Sherilyn was adding images to that website signature,

1402
01:30:49.290 --> 01:30:53.710
you can do the same. It's a similar editor to for these for these pages.

1403
01:30:54.409 --> 01:30:56.250
It doesn't get too complicated. It's pretty simple.

1404
01:30:56.250 --> 01:31:03.790
But if you're using good text, you know, some may be using big font for for, like, the title font and the and uploading images accordingly,

1405
01:31:04.409 --> 01:31:04.965
you know,

1406
01:31:05.844 --> 01:31:08.425
the professionalism of the page should take care of itself.

1407
01:31:08.565 --> 01:31:10.505
I don't really need to do anything too fancy.

1408
01:31:11.445 --> 01:31:13.224
And then tools for bookkeepers.

1409
01:31:15.125 --> 01:31:18.744
You know, right now, this is going to the sign up page.

1410
01:31:20.490 --> 01:31:24.510
What I would recommend doing, and and I know Patrick is an advocate for this too,

1411
01:31:24.970 --> 01:31:27.790
is get them to register for free.

1412
01:31:28.410 --> 01:31:34.510
And after they register, that's when the sales process as far as getting them on a paid membership level starts.

1413
01:31:34.905 --> 01:31:37.724
So get them to register for free. Give them the access

1414
01:31:38.344 --> 01:31:42.764
in the welcome email that you can edit. Tell them all the other ways that they can promote

1415
01:31:43.145 --> 01:31:47.965
their services on your website. But at least you've got them registered for free.

1416
01:31:48.060 --> 01:31:55.600
You're reducing the you're eliminating the hurdles, and maybe set yourself a goal, like, maybe after a hundred sign ups,

1417
01:31:56.060 --> 01:32:00.080
then offer a paid option. It's like a spotlight or a featured option

1418
01:32:01.375 --> 01:32:04.035
that that gives those paying members more,

1419
01:32:05.135 --> 01:32:06.655
more visibility on your site.

1420
01:32:06.655 --> 01:32:11.875
So is it would it be okay with you if just for now we limited this down to one option?

1421
01:32:13.135 --> 01:32:16.275
No. Yeah. Sure. Go ahead. Okay. And, again,

1422
01:32:16.580 --> 01:32:19.480
it's just to get your foot in the door. Once they register,

1423
01:32:19.860 --> 01:32:25.960
you know, you can then send them all sorts of materials and media kits on how they can kinda get more involved in the community.

1424
01:32:27.700 --> 01:32:35.455
You know, you could reward them for writing articles like tips like, bookkeeping tips and and have them be the content writers for you, eventually.

1425
01:32:36.075 --> 01:32:37.935
So let's go to your,

1426
01:32:39.195 --> 01:32:40.975
toolbox and menu manager

1427
01:32:42.635 --> 01:32:44.575
and pricing page menu.

1428
01:32:45.990 --> 01:32:50.230
Alright. So I'm just gonna delete these. It's asked me if all sublevels too.

1429
01:32:50.230 --> 01:32:53.770
Those are all like the this is like the parent, and these are like the children

1430
01:32:54.230 --> 01:32:56.730
in here. So we're just gonna delete all that.

1431
01:33:00.755 --> 01:33:03.255
And now is the most important part.

1432
01:33:04.915 --> 01:33:05.895
Now is

1433
01:33:06.355 --> 01:33:07.974
the most important part because,

1434
01:33:10.594 --> 01:33:12.935
again, I recommend making a more, like,

1435
01:33:14.310 --> 01:33:15.210
more official

1436
01:33:15.750 --> 01:33:20.550
landing page that really sells them on registering, but for now, we can use this one sign up form.

1437
01:33:20.550 --> 01:33:22.329
So just to keep things simple,

1438
01:33:24.310 --> 01:33:29.050
now all we have to do is write supportive text that's gonna wanna motivate a bookkeeper

1439
01:33:29.865 --> 01:33:34.205
to go ahead and and create or join join your site. Right?

1440
01:33:34.985 --> 01:33:37.965
Yeah. So let's let's start with the title text here.

1441
01:33:40.185 --> 01:33:42.605
This is a place we also wanna make an emotional

1442
01:33:43.180 --> 01:33:48.880
connection. Like, it would be a good place to say, like, want to give yourself an edge or, you know,

1443
01:33:49.500 --> 01:33:52.960
looking for ways to work be a more efficient bookkeeper,

1444
01:33:53.980 --> 01:33:57.440
you know, access hundreds of bookkeeper tools and and resources.

1445
01:34:05.605 --> 01:34:08.585
Do you know what puffery is? It's a it's a legal term.

1446
01:34:09.605 --> 01:34:14.025
No. Okay. It's like saying, like, we have the best ice cream in the world.

1447
01:34:14.370 --> 01:34:15.910
Like, there's no way to, like,

1448
01:34:17.250 --> 01:34:20.450
qualify that. It's it's it's it's it's called puffery.

1449
01:34:20.770 --> 01:34:23.510
So you could see, like, join the fastest growing

1450
01:34:27.090 --> 01:34:27.590
bookkeeper,

1451
01:34:30.805 --> 01:34:32.585
bookkeeper community. That's fine.

1452
01:34:37.205 --> 01:34:39.225
Alright. Let's just see what that looks like.

1453
01:34:42.510 --> 01:34:46.270
So, again, this is just conceptual. You can obviously go in and change it.

1454
01:34:47.950 --> 01:34:48.450
And

1455
01:34:49.150 --> 01:34:50.850
the idea here is to

1456
01:34:51.310 --> 01:34:55.310
give them give them more it's not just list your business. Right?

1457
01:34:55.310 --> 01:35:06.425
It has to be something more than just list your list your services, list your business because there's a thousand and one there's a million and one websites where a business can put their name, phone number, and link to their website.

1458
01:35:06.565 --> 01:35:08.025
So in order for your

1459
01:35:08.405 --> 01:35:12.380
membership community to stand out, it needs to be a membership community.

1460
01:35:12.380 --> 01:35:16.320
It needs to have a mission. It needs to have something it stands for besides

1461
01:35:16.940 --> 01:35:20.719
giving you a name and a phone number and and a link to your website,

1462
01:35:21.340 --> 01:35:22.080
per se.

1463
01:35:22.699 --> 01:35:24.159
So the next thing is,

1464
01:35:24.965 --> 01:35:29.545
the name of the free account that we wanna that we wanna offer to bookkeeper

1465
01:35:30.005 --> 01:35:30.505
bookkeepers.

1466
01:35:31.284 --> 01:35:32.744
It doesn't have to be anything,

1467
01:35:33.204 --> 01:35:35.545
too fancy. Let's go back to the toolbox,

1468
01:35:36.324 --> 01:35:37.385
the menu manager,

1469
01:35:38.900 --> 01:35:40.200
and the pricing page.

1470
01:35:44.580 --> 01:35:47.560
And, you know, you could do things like honorary member.

1471
01:35:47.940 --> 01:35:48.440
Right?

1472
01:35:49.380 --> 01:35:50.660
Honorary member. So

1473
01:35:51.335 --> 01:35:59.675
or or or give give it something more value than you know, basic and platinum and silver and gold, those work fine, I think, more when you're established.

1474
01:35:59.735 --> 01:36:03.570
But, when you're first starting out, you kinda wanna find a way to

1475
01:36:04.130 --> 01:36:07.670
label your membership levels with things that are going to,

1476
01:36:08.050 --> 01:36:10.869
resonate with them. And we see this a lot with nonprofits.

1477
01:36:11.329 --> 01:36:13.909
We have angel investors, diamond investors,

1478
01:36:14.929 --> 01:36:16.070
even even with

1479
01:36:16.755 --> 01:36:20.935
credit card points. Right? What you want to do is kinda make them feel like

1480
01:36:21.395 --> 01:36:24.135
they're getting more than, again, just like a basic listing.

1481
01:36:26.595 --> 01:36:29.395
Let's let's see if we just by calling this honorary member.

1482
01:36:29.395 --> 01:36:31.975
And, again, I just came up with that on my my head.

1483
01:36:33.570 --> 01:36:35.590
So we can actually do even more.

1484
01:36:36.370 --> 01:36:39.429
Let me increase the width of this, not just from four.

1485
01:36:42.370 --> 01:36:44.850
Become an honorary member. Let's just see what that looks like.

1486
01:36:44.850 --> 01:36:48.805
It's more of a statement, like, because it's now it's a call to action here.

1487
01:36:49.425 --> 01:36:51.765
So now we got a little more width here.

1488
01:36:53.185 --> 01:36:57.365
And, again, this is all conceptual, but it's just to give you a little bit of direction.

1489
01:36:58.545 --> 01:37:00.485
So now here, we can list

1490
01:37:01.010 --> 01:37:02.630
what they're gonna get. Right?

1491
01:37:03.810 --> 01:37:07.830
And based on what you said at the beginning of this conversation is you're really keen

1492
01:37:08.370 --> 01:37:09.030
on providing

1493
01:37:12.530 --> 01:37:15.270
resources. So some of those resources are

1494
01:37:18.425 --> 01:37:18.925
bookkeeper,

1495
01:37:20.985 --> 01:37:24.605
software. Obviously, you're gonna be just recommending software lists. Right?

1496
01:37:26.425 --> 01:37:26.925
Efficiency

1497
01:37:27.304 --> 01:37:27.804
softwares,

1498
01:37:32.080 --> 01:37:33.060
accounting software.

1499
01:37:34.880 --> 01:37:37.600
Okay. So those would be the but there would be I get access to

1500
01:37:39.600 --> 01:37:42.500
okay. Let's do exclusive software lists. Right?

1501
01:37:43.175 --> 01:37:47.275
Yes. And then what is the training? Can you tell me a little bit more about this training?

1502
01:37:47.735 --> 01:37:52.475
There's various training webinars on, efficiency systems, on accounting software,

1503
01:37:53.335 --> 01:37:54.715
on industry specific

1504
01:37:56.599 --> 01:38:02.699
books, for example, like, specific to contractors or specific to realtor realtors, that sort of thing?

1505
01:38:03.159 --> 01:38:04.300
Okay. So premium,

1506
01:38:05.719 --> 01:38:06.219
bookkeeper.

1507
01:38:09.925 --> 01:38:12.185
We'll call them just premium training webinars.

1508
01:38:13.685 --> 01:38:18.025
Okay. So I'm not gonna go down the whole list, but I want what I wanna do here, my goal is

1509
01:38:18.645 --> 01:38:21.065
it's not just about third in search results

1510
01:38:21.365 --> 01:38:21.865
and

1511
01:38:22.320 --> 01:38:28.180
and list in one category and the ability to upload your logo and your profile photo.

1512
01:38:28.240 --> 01:38:33.780
You know, those those are kind of okay. What you the the benefits that you wanna those are more

1513
01:38:34.335 --> 01:38:34.835
settings.

1514
01:38:35.295 --> 01:38:40.115
What you wanna show on your pricing pages are the benefits and the features

1515
01:38:40.575 --> 01:38:43.615
of joining. And and the features, I don't again, I don't mean listing.

1516
01:38:43.615 --> 01:38:47.395
Upload your profile photo, upload your logo, upload your phone number, upload,

1517
01:38:47.935 --> 01:38:53.750
coupons, upload deals, this and that. We wanna touch on as many emotional cords as possible.

1518
01:38:53.750 --> 01:38:57.130
We wanna get them excited about the access that they're about

1519
01:38:57.510 --> 01:38:58.329
to receive.

1520
01:38:59.270 --> 01:39:02.250
So I'm just going to put a few of these here

1521
01:39:03.415 --> 01:39:06.795
and excuse the spelling. I'm just kinda doing this a little quick.

1522
01:39:08.455 --> 01:39:12.315
You know, we don't wanna use x's here. We wanna fill them up all the way.

1523
01:39:13.094 --> 01:39:13.594
Okay.

1524
01:39:14.375 --> 01:39:17.355
Because we're not comparing plans. There shouldn't be anything.

1525
01:39:18.960 --> 01:39:22.500
Right. Yeah. So let me just so, again,

1526
01:39:22.800 --> 01:39:26.880
I can't come up with all of them now, but and you can even reduce it. Maybe just have five or six.

1527
01:39:26.880 --> 01:39:29.220
Actually, let's do that. Let's remove half of them.

1528
01:39:30.080 --> 01:39:34.845
You know, you if someone's just signing up for the free benefit, they just need five or six reasons to join,

1529
01:39:36.105 --> 01:39:38.125
for free. They don't need 20.

1530
01:39:39.225 --> 01:39:41.085
In fact, 20 might confuse them.

1531
01:39:43.305 --> 01:39:49.005
When someone's on this on a sign up page, you wanna try to eliminate minimize doubt

1532
01:39:49.420 --> 01:39:50.960
and decision making time.

1533
01:39:51.340 --> 01:39:54.000
And part of that is just having shorter and simpler

1534
01:39:54.460 --> 01:39:58.240
sign up forms. So, look, if you could just come up with maybe two or three more,

1535
01:39:58.620 --> 01:40:02.320
just fill these in here. I think you it'll be a home run.

1536
01:40:02.495 --> 01:40:06.275
And, again, again, you can change the supportive text. So now become a member.

1537
01:40:09.135 --> 01:40:14.355
We just have to just because we changed it there, we actually have to just change this here.

1538
01:40:14.760 --> 01:40:20.140
So, let's change the name of the basic plan to we'll just stick with the theme of honorary member

1539
01:40:20.680 --> 01:40:21.340
right now

1540
01:40:22.840 --> 01:40:25.820
because that's on the sign up page. We actually have to change

1541
01:40:26.280 --> 01:40:27.740
the basic level here.

1542
01:40:33.055 --> 01:40:35.075
I'll I'll just keep it as honorary bookkeeper

1543
01:40:36.095 --> 01:40:38.115
member and save the changes.

1544
01:40:39.135 --> 01:40:42.035
And, something interesting I'm gonna do here,

1545
01:40:43.110 --> 01:40:46.889
A lot of people say, how do I change this create profile here? Right?

1546
01:40:48.389 --> 01:40:51.130
Let me show you how you do that. So couple things.

1547
01:40:53.270 --> 01:40:55.530
You can go here to your content

1548
01:40:56.070 --> 01:40:57.850
and go to SEO templates.

1549
01:40:58.485 --> 01:41:00.565
Template is something that's used over and over again.

1550
01:41:00.565 --> 01:41:03.045
So your sign up pages are used over and over again.

1551
01:41:03.045 --> 01:41:08.425
The only thing that changes is the membership level you're signing up to, so that qualifies it as an SEO template.

1552
01:41:09.525 --> 01:41:12.105
In this case, we wanna go down, oops,

1553
01:41:12.710 --> 01:41:14.409
to your checkout page,

1554
01:41:14.790 --> 01:41:16.810
last one here, and we're gonna edit this.

1555
01:41:17.270 --> 01:41:19.190
And here is your title, create.

1556
01:41:19.190 --> 01:41:22.250
It's using a variable called listing and then the name of the subscription.

1557
01:41:22.550 --> 01:41:25.610
So we're gonna just change this to member registration.

1558
01:41:29.515 --> 01:41:30.255
Alright. Because

1559
01:41:30.555 --> 01:41:32.495
that's really what it is, is member registration.

1560
01:41:33.275 --> 01:41:35.055
And if we refresh this page

1561
01:41:37.115 --> 01:41:38.975
oh, I didn't save the basic level,

1562
01:41:40.315 --> 01:41:41.055
did I?

1563
01:41:42.000 --> 01:41:45.060
I don't think I saved that basic level. Let's go back.

1564
01:41:47.120 --> 01:41:53.300
Oh, I did. Oh, that was a different basic level you have. You had two with the same names. Okay.

1565
01:41:54.320 --> 01:41:55.460
Let's change this.

1566
01:41:59.355 --> 01:42:00.495
So honorary bookkeeper.

1567
01:42:01.195 --> 01:42:02.335
Alright. So now

1568
01:42:05.515 --> 01:42:10.175
number registration, honorary bookkeeper. Now let's do something one one more fun thing here.

1569
01:42:12.500 --> 01:42:15.699
If you recall and I'm just clicking around. I have a lot of tabs.

1570
01:42:15.699 --> 01:42:18.600
Remember, I used those small brackets for your.com?

1571
01:42:19.380 --> 01:42:22.360
Yes. Here's another fun place you can use that

1572
01:42:23.460 --> 01:42:24.840
is for member registration.

1573
01:42:29.185 --> 01:42:34.325
And put it here. Just to close it, you just add a forward slash there, and that kinda

1574
01:42:35.505 --> 01:42:38.165
closes that. And now if we refresh this,

1575
01:42:40.060 --> 01:42:42.560
it's a little more styling here. Member registration,

1576
01:42:42.860 --> 01:42:43.920
honorary bookkeeper.

1577
01:42:44.540 --> 01:42:46.560
So now people are gonna come and register.

1578
01:42:48.860 --> 01:42:52.800
Let's change this. Now we now we know let's change this to tools for bookkeepers,

1579
01:42:53.905 --> 01:42:55.765
and then we're gonna wrap it up here soon.

1580
01:42:57.985 --> 01:42:59.605
So we go to design settings,

1581
01:43:00.865 --> 01:43:04.325
and we know we're gonna send them to this page, the join page.

1582
01:43:08.790 --> 01:43:10.170
Okay. Here's the buttons.

1583
01:43:20.724 --> 01:43:21.764
And insert link.

1584
01:43:21.764 --> 01:43:29.204
This is, like, the most coding we've done here is in this section, but we that that article here, the button example code kinda explains what all this stuff is.

1585
01:43:29.204 --> 01:43:31.304
So, hopefully, it's not too

1586
01:43:31.920 --> 01:43:32.420
intimidating.

1587
01:43:32.720 --> 01:43:37.300
And we'll send the the other one to the categories page again just tentatively for now.

1588
01:43:39.440 --> 01:43:40.980
And we'll go ahead and

1589
01:43:43.600 --> 01:43:46.020
I want this to be dangerous. Well, so

1590
01:43:46.505 --> 01:43:48.605
two red buttons, and we'll save the changes.

1591
01:43:56.744 --> 01:43:57.885
Alright. So,

1592
01:43:59.320 --> 01:44:04.780
I mean, I can go into, like, this section up here also, but just for the sake of time, I'll I'll just pause there.

1593
01:44:07.480 --> 01:44:13.500
So I hope this I know I kinda took over here, but I hope this gives you a little bit more direction, but more importantly, simplifies

1594
01:44:14.275 --> 01:44:15.495
some things for you.

1595
01:44:16.195 --> 01:44:19.095
Yeah. It does. It's mostly the direction I was

1596
01:44:19.635 --> 01:44:21.735
was kind of confused as far as

1597
01:44:22.195 --> 01:44:26.295
which direction to take with it, whether to go to resources or bookkeepers or

1598
01:44:27.240 --> 01:44:29.320
but, yeah, I like the way it looks there now and,

1599
01:44:30.200 --> 01:44:35.180
it makes sense. Really, what you're the only real challenge is these few pages that we're keeping,

1600
01:44:36.280 --> 01:44:37.880
you just have to make them look awesome.

1601
01:44:37.880 --> 01:44:42.060
So maybe again, this it looks like this is, like, one of your first project with Brilliant Directories.

1602
01:44:42.185 --> 01:44:44.925
We do have documentation to create nice landing pages.

1603
01:44:45.145 --> 01:44:48.845
You know, if you just put a little bit of of time into just these few pages

1604
01:44:49.305 --> 01:44:54.120
and making sure everything is a nice flow, and I I like how you already started putting things on the home page.

1605
01:44:54.760 --> 01:45:00.700
You're you definitely got the right direction, but I think the where we want people to go is a little clearer now.

1606
01:45:01.160 --> 01:45:02.780
I think we could look at the

1607
01:45:03.560 --> 01:45:05.660
original site as as we were here.

1608
01:45:07.685 --> 01:45:13.545
And now, again, I we can even play with the colors more and things like that, but we've definitely simplified,

1609
01:45:14.245 --> 01:45:15.785
some of the things that are here.

1610
01:45:16.405 --> 01:45:17.385
Yes. Yeah.

1611
01:45:18.325 --> 01:45:20.280
Yeah. It looks good. Alright.

1612
01:45:21.540 --> 01:45:25.940
That did go a little longer than than I wanted to, but I just wanted to make sure it was kinda thorough for you.

1613
01:45:25.940 --> 01:45:27.480
So I really appreciate you,

1614
01:45:27.780 --> 01:45:29.400
sharing your site with us here today.

1615
01:45:30.020 --> 01:45:32.680
Well, thank you very much. I really appreciate your help.

1616
01:45:33.035 --> 01:45:35.355
Alright. Our pleasure. Thank you. Alright, guys.

1617
01:45:35.675 --> 01:45:39.535
So, yeah, just just lesson here is try to keep things simple.

1618
01:45:39.595 --> 01:45:44.975
You know, I really didn't do anything complicated with with coding and and things like that, just those two buttons there.

1619
01:45:45.200 --> 01:45:52.640
And if I just had more time, like, we could really just make this look like just with with the colors is making it look like a million dollar website almost.

1620
01:45:52.640 --> 01:45:53.140
And,

1621
01:45:53.840 --> 01:45:55.520
you know, her task now is very simple.

1622
01:45:55.520 --> 01:46:00.784
It's just a few pages that we're gonna keep is making sure they're awesome using high quality images,

1623
01:46:01.164 --> 01:46:03.664
really good and smart supportive text.

1624
01:46:03.965 --> 01:46:06.304
We always wanna strike an emotional cord,

1625
01:46:06.605 --> 01:46:08.684
with our potential members, and it should be genuine.

1626
01:46:08.684 --> 01:46:15.460
You should have a genuine mission to wanna help both the visitors of your site and the professional members that are trying to list their services,

1627
01:46:16.080 --> 01:46:20.320
in your site. So I hope we all learned a little bit here with with this really nice example.

1628
01:46:20.320 --> 01:46:23.200
And, again, thank you, Lois, for, sharing your site with us here.

1629
01:46:23.200 --> 01:46:25.760
You have a great domain name, bookkeepers directory.

1630
01:46:25.760 --> 01:46:28.260
It's just gonna be a matter of time before Google,

1631
01:46:28.885 --> 01:46:33.304
picks all that up. Yeah. And going real quick back to, Patrick and Bruce's,

1632
01:46:33.764 --> 01:46:37.545
first part in their directory gurus thing, if you all noticed,

1633
01:46:37.925 --> 01:46:40.985
if you once you first have that target audience

1634
01:46:41.350 --> 01:46:45.830
figured out, it really makes the whole website design process a lot easier.

1635
01:46:45.830 --> 01:46:52.550
Once you know who you're speaking to, you can get the correct pages up, the correct text up, all that stuff.

1636
01:46:52.550 --> 01:46:57.050
Everything kinda starts to fall into place once you have that initial target audience figured out.

1637
01:46:57.245 --> 01:46:59.725
And and part of that is just having a conversation with yourself.

1638
01:46:59.725 --> 01:47:02.945
You saw those few questions that we were asking in the beginning, David.

1639
01:47:03.965 --> 01:47:15.570
You know, it just just answering a few few honest questions to yourself can really help guide you in what the the fundamental building blocks of your site should be that you should include in your, initial proof of concept.

1640
01:47:16.430 --> 01:47:16.930
Absolutely.

1641
01:47:17.710 --> 01:47:19.730
Alright, guys. Well, on behalf of myself,

1642
01:47:20.430 --> 01:47:20.930
Sherilyn,

1643
01:47:21.870 --> 01:47:26.530
David, and Rick, thank you guys so much for joining us on this webinar Thursday.

1644
01:47:26.995 --> 01:47:31.655
We'll be back to our normal Wednesday schedule in two weeks. We'll be back to webinar Wednesdays.

1645
01:47:32.355 --> 01:47:34.995
And if you haven't already done so, please join our Facebook group.

1646
01:47:34.995 --> 01:47:37.909
You can go to brilliantdirectories.com/

1647
01:47:37.909 --> 01:47:43.029
Facebook, and we can continue the conversations there. Have a great and productive week, guys.

1648
01:47:43.029 --> 01:47:44.089
Catch you next time.