WEBVTT

1
00:00:00.960 --> 00:00:03.411
What's up? And welcome again to Simplero.

2
00:00:03.439 --> 00:00:09.220
I wanted to give you a quick tour of everything that you can do here, or not, but the most important things.

3
00:00:09.360 --> 00:00:12.099
Because Simplera does a lot of different stuff.

4
00:00:12.240 --> 00:00:15.305
And so it's helpful to have the right kind of framework to understand it.

5
00:00:15.305 --> 00:00:18.665
And we have a wonderful member called Ingrid.

6
00:00:18.665 --> 00:00:21.404
Her name is Ingrid, and she makes these beautiful illustrations.

7
00:00:21.945 --> 00:00:23.725
And so I asked her to make an illustration

8
00:00:24.105 --> 00:00:29.920
of Simplero and all the pieces so that you get this overview, you understand how it all works.

9
00:00:30.940 --> 00:00:33.340
And that's what we have here. So let me walk you through it.

10
00:00:33.340 --> 00:00:41.140
So to start with, we've got we've we divide things into three main categories, and you'll see that in the menu up top inside Simplero.

11
00:00:41.855 --> 00:00:44.595
There's marketing, there's sales, and there's content.

12
00:00:45.375 --> 00:00:48.675
So marketing is the part where we attract people,

13
00:00:49.215 --> 00:00:50.835
and then we turn them into

14
00:00:51.135 --> 00:00:51.635
leads,

15
00:00:52.095 --> 00:00:55.250
meaning we get their contact information, and now we

16
00:00:55.630 --> 00:01:00.350
can continue to have a conversation with them. And then at some point, they're gonna buy.

17
00:01:00.350 --> 00:01:04.910
So that process of about of getting people to buy or inviting people to die

18
00:01:05.390 --> 00:01:06.290
die, buy,

19
00:01:06.830 --> 00:01:09.525
is all about I don't know why it says marketing down there.

20
00:01:10.485 --> 00:01:11.465
Is all about

21
00:01:11.845 --> 00:01:12.345
sales.

22
00:01:13.365 --> 00:01:14.585
That's the sales part.

23
00:01:14.725 --> 00:01:20.745
And then finally, once they buy, they usually get content in some form in this type of business.

24
00:01:22.140 --> 00:01:24.000
So that's why content.

25
00:01:24.940 --> 00:01:32.480
Now it's not a perfect delineation because Simplero has a bunch of different tools and you can use the same tools in different aspects.

26
00:01:33.020 --> 00:01:34.400
But generally speaking,

27
00:01:34.780 --> 00:01:36.880
this is how it breaks down. So

28
00:01:37.635 --> 00:01:42.455
you'll see down at the bottom here, we have a bunch of tools that are that are kinda

29
00:01:43.155 --> 00:01:47.495
broad general tools like surveys, scheduling links, triggers, automations,

30
00:01:48.195 --> 00:01:50.295
auto responses, tasks, and worksheets.

31
00:01:51.260 --> 00:01:56.799
So those are tools that can be used across the board for different things, and then they're tools that we are more

32
00:01:57.340 --> 00:02:01.360
around marketing, more around sales, more more around content, and so they are here.

33
00:02:01.659 --> 00:02:10.935
So the journey is basically someone comes to your your website or your funnels or your landing pages or somehow into your universe, and they're like, what's this?

34
00:02:11.155 --> 00:02:14.055
Alright. There's something interesting here. Right? They go to your website

35
00:02:14.435 --> 00:02:16.215
or they visit a funnel,

36
00:02:17.315 --> 00:02:20.000
or a landing page, and then they take some action.

37
00:02:20.300 --> 00:02:20.800
Now

38
00:02:21.260 --> 00:02:22.880
your website we all know the website.

39
00:02:23.820 --> 00:02:28.400
The funnel what a funnel is is really a series of steps of

40
00:02:28.700 --> 00:02:36.534
separate landing pages that, yeah, that you visit one at a time, and each page has a specific action that we want people to take.

41
00:02:36.834 --> 00:02:41.954
So the first one can be an opt in, like, hey. Go get my thing. Right? Like, hey.

42
00:02:41.954 --> 00:02:46.430
Get my PDF about blah blah blah or my checklist for lists or my

43
00:02:46.890 --> 00:02:51.790
my mini course or my audio or, like, a guided meditation, whatever.

44
00:02:52.170 --> 00:02:57.050
Yeah. So they're like, yes. I want that. Great. Here's my name and email and phone number, whatever.

45
00:02:57.050 --> 00:02:58.270
And then, okay. Cool.

46
00:02:59.115 --> 00:03:03.755
Now we got their attention, and so we can ask them some questions like, okay. Like, what is your

47
00:03:04.475 --> 00:03:09.855
where are you currently at or something. Or maybe we make them an offer. The offer could be,

48
00:03:10.155 --> 00:03:14.160
jump on a call with me and we'll talk about your situation, or it can be

49
00:03:14.640 --> 00:03:16.880
buy my program or something. Right?

50
00:03:16.880 --> 00:03:20.100
And that out of that is gonna come this idea that they're either,

51
00:03:20.400 --> 00:03:23.700
yes, I'm interested, or maybe they're ready to buy right now,

52
00:03:24.080 --> 00:03:27.395
or they're interested but they're not ready to buy quite yet.

53
00:03:27.935 --> 00:03:31.395
So if they're interested but not quite ready to buy, then

54
00:03:31.855 --> 00:03:35.215
this is where all of the stuff, like, a lot of the stuff comes in.

55
00:03:35.215 --> 00:03:38.175
So we have all these different contacts in your system.

56
00:03:38.175 --> 00:03:41.500
So all the all the people that have come into your universe.

57
00:03:41.960 --> 00:03:45.580
We can assign them different tags. We can put them into different segments.

58
00:03:45.640 --> 00:03:48.860
We can we can have them they can subscribe to lists.

59
00:03:49.480 --> 00:03:55.260
We can manage them with deals, which is a way to, like, to to track a sales process if you're doing

60
00:03:55.595 --> 00:03:57.775
you know, sales calls and things of that nature.

61
00:03:58.395 --> 00:03:59.935
That's what deals are for.

62
00:04:00.635 --> 00:04:03.935
We can send them emails. We can send them texts. We can send them newsletters.

63
00:04:03.995 --> 00:04:08.015
So it's all about sort of organizing and nurturing all of your leads.

64
00:04:08.599 --> 00:04:10.620
And these contacts are not just

65
00:04:11.239 --> 00:04:14.459
they include people who have bought, who are your customers today.

66
00:04:14.920 --> 00:04:17.959
And just because they bought one thing doesn't mean that they won't buy another. Right?

67
00:04:17.959 --> 00:04:19.740
That's actually on the contrary.

68
00:04:19.800 --> 00:04:24.224
We want to have people come back and buy again and again and buy more things or buy other things

69
00:04:24.525 --> 00:04:30.205
because it's once you acquire a customer, you know that this is someone who's willing to spend money with you.

70
00:04:30.205 --> 00:04:33.025
That's a good thing. And so once they purchase,

71
00:04:33.805 --> 00:04:36.680
great. What they purchase, we call a product,

72
00:04:37.220 --> 00:04:44.200
and that then gives you access to different content such as a membership site where you can have courses and communities and other stuff.

73
00:04:44.260 --> 00:04:51.765
It can also just be downloads like an audio or video or an ebook or something, or it could be a Zoom call, a coaching call or something else.

74
00:04:52.085 --> 00:04:55.945
Right? And so that's where that's all the content piece.

75
00:04:56.405 --> 00:04:59.845
And then at the end of the day, they get the result that they're after.

76
00:04:59.845 --> 00:05:02.265
They lose the weight or they build a magnificent

77
00:05:02.645 --> 00:05:03.865
business or they

78
00:05:04.220 --> 00:05:07.520
like, whatever it is that you help people with. They write a hit song.

79
00:05:08.220 --> 00:05:12.000
Whatever it is, they get really good at yoga. They have a perfect relationship,

80
00:05:12.460 --> 00:05:13.440
etcetera etcetera.

81
00:05:14.060 --> 00:05:16.320
So that's what that is. So website

82
00:05:16.664 --> 00:05:17.164
funnels,

83
00:05:17.465 --> 00:05:19.544
landing pages, these are all kind of pages.

84
00:05:19.544 --> 00:05:24.525
You can use them anywhere in the in this in the process, obviously, but they're mostly in this piece.

85
00:05:25.065 --> 00:05:26.284
Contacts, lists,

86
00:05:27.305 --> 00:05:37.210
tags, where you kinda just put a label on different contacts, and you can create segments of people based on geography or when they signed up or all kinds of things.

87
00:05:37.830 --> 00:05:40.890
Deals again is where you move people through stages.

88
00:05:41.350 --> 00:05:45.715
It can be like, hey, they booked a call, they showed up for the call.

89
00:05:45.715 --> 00:05:50.115
They didn't show up for the call. They bought. They didn't buy. They wanna be followed up with.

90
00:05:50.115 --> 00:05:51.635
They're not a fit for my offers.

91
00:05:51.635 --> 00:05:57.015
You can have these different stages, and you can track people and move them through those different stages.

92
00:05:59.150 --> 00:06:03.790
Something we don't have here, actually, which we should have is the is the help tech tickets.

93
00:06:03.790 --> 00:06:06.690
The the help desk system, the support tickets,

94
00:06:07.630 --> 00:06:08.770
need to add that.

95
00:06:09.150 --> 00:06:13.330
But outside of that, we have things like surveys, which is lets people

96
00:06:13.735 --> 00:06:18.455
answer questions. You can use that in your funnel to qualify people. Like, do you have this problem?

97
00:06:18.455 --> 00:06:20.635
Like, are you at a certain level? Da da da.

98
00:06:21.575 --> 00:06:24.375
You have we have scheduling links, which lets people book.

99
00:06:24.375 --> 00:06:27.930
So, again, you can use it in your funnel here where people can

100
00:06:28.390 --> 00:06:28.890
book

101
00:06:29.270 --> 00:06:32.490
a strategy session to see if they're fit to work with you.

102
00:06:32.630 --> 00:06:35.450
But you can also use it over here when you've

103
00:06:35.910 --> 00:06:41.130
already sold people something. So now they can book their one on one coaching sessions, for example.

104
00:06:41.974 --> 00:06:43.354
Right? Triggers and automations

105
00:06:43.735 --> 00:06:45.435
are ways that you can automate

106
00:06:45.895 --> 00:06:47.835
automate all kinds of things. So

107
00:06:48.534 --> 00:06:49.194
you can,

108
00:06:49.815 --> 00:06:54.715
say when this happens, when they sign up here, when or when they buy this thing, then

109
00:06:55.335 --> 00:06:59.490
do x. And automations are sequences of things that then happen.

110
00:06:59.710 --> 00:07:03.870
Like, we just send this email, and then we went this long, and then we do this, and we send them this text.

111
00:07:03.870 --> 00:07:06.530
And then if it didn't open this, we send blah, blah, blah, blah, blah.

112
00:07:06.830 --> 00:07:11.729
Auto responses, which you can't really see here, is similar, but it's just focused

113
00:07:12.365 --> 00:07:12.925
on emails.

114
00:07:12.925 --> 00:07:24.065
So when they opt in to get your lead magnet, typically, you're gonna have, like, a seven day sequence or fourteen day sequence or thirty day sequence where you send people various emails

115
00:07:24.445 --> 00:07:26.544
over the first period of time.

116
00:07:27.330 --> 00:07:32.390
Tasks are sort of a tool that lets you know that something needs to happen. So for example,

117
00:07:32.850 --> 00:07:34.710
you know, a week after

118
00:07:35.730 --> 00:07:41.745
they get your lead magnet, you can do create a task to just reach out to people manually and follow-up with them.

119
00:07:41.745 --> 00:07:45.105
Or maybe it's, like, a few days after they were on a sales call.

120
00:07:45.105 --> 00:07:52.085
If they're in a follow-up stage, you can create a follow-up task for yourself in three days to remind yourself to follow-up with this person.

121
00:07:52.465 --> 00:07:53.685
So those are tasks.

122
00:07:54.065 --> 00:08:00.920
And worksheets is something that we use inside of your courses and communities where, you know, a lot of people used to do

123
00:08:01.460 --> 00:08:04.500
either PDFs or Google Docs where people could fill stuff out.

124
00:08:04.500 --> 00:08:06.520
Like, with worksheets, you can make that

125
00:08:06.980 --> 00:08:09.040
happen right in Simplero.

126
00:08:10.100 --> 00:08:10.600
So,

127
00:08:11.595 --> 00:08:15.935
lots of features in here as you can see, and this is kinda how they all fit.

128
00:08:16.635 --> 00:08:19.055
And, so I'm hoping this is helpful for you.

129
00:08:19.355 --> 00:08:25.775
I'll make this, available inside the app so you can click on it and find the latest version of this because things are always shifting.

130
00:08:26.199 --> 00:08:29.419
And then you can decide you can sort of understand

131
00:08:30.120 --> 00:08:33.500
where the different features fit in the,

132
00:08:34.120 --> 00:08:35.339
in the system. Yeah?

133
00:08:36.440 --> 00:08:36.919
Super.

134
00:08:37.320 --> 00:08:40.440
So I hope this was helpful. This is the overview, and,

135
00:08:41.015 --> 00:08:42.635
good luck with everything. And,

136
00:08:43.095 --> 00:08:47.195
yeah, welcome too. We really appreciate you and glad that you're here.

137
00:08:47.255 --> 00:08:51.195
And if you have any questions, we're super approachable. If you ever need me, I'm just Calvin.

138
00:08:53.335 --> 00:08:59.249
I'm also super approachable in the community, so easy to get get a hold of me and other people from the team.

139
00:09:00.109 --> 00:09:03.009
Beautiful to see you. Love you. Talk soon. Bye.