WEBVTT 1 00:00:50.015 --> 00:00:50.835 Hey, everybody. 2 00:00:51.614 --> 00:00:54.355 Welcome to this special workshop edition. 3 00:00:55.900 --> 00:00:57.680 Today, we're going over 4 00:00:57.980 --> 00:00:59.680 deals and pipelines. 5 00:01:00.700 --> 00:01:05.200 Hey. How's it going, Mads? Hey, Sandy, Benny, Kathy. What's going on, gang? 6 00:01:05.900 --> 00:01:06.400 Welcome. 7 00:01:07.420 --> 00:01:12.285 So if you've never been to one of these before, they're a bit different than our regular implementation 8 00:01:12.665 --> 00:01:20.205 calls. We are going to solely focus on one feature set, and that is the deals and pipelines feature. 9 00:01:20.810 --> 00:01:25.869 Now this is gonna be recorded. So any of you watching it in the future, hello to you all. 10 00:01:26.729 --> 00:01:27.790 A quick caveat. 11 00:01:28.329 --> 00:01:32.270 This particular feature is only for Skyrocket 12 00:01:33.049 --> 00:01:33.549 plans. 13 00:01:34.335 --> 00:01:40.175 That doesn't mean you shouldn't stick around and kinda see how it works if you got the time, but I just wanted to let everyone know that. 14 00:01:40.175 --> 00:01:41.875 So if you're trying to follow along 15 00:01:42.175 --> 00:01:45.075 and you're running into issues, that's probably why. 16 00:01:45.775 --> 00:01:57.380 But, also, this may be not something that you want to follow along with necessarily and maybe something you'd rather do later because this is going to be kind of intense. 17 00:01:58.719 --> 00:02:02.259 Cool, Mads. No problem. This is this is not your typical 18 00:02:02.560 --> 00:02:07.015 kind of feature set workshop. This is literally building a sales pipeline. 19 00:02:07.634 --> 00:02:12.855 And the goal of this is to create a sales pipeline that you can specifically 20 00:02:13.155 --> 00:02:13.655 track, 21 00:02:14.515 --> 00:02:17.974 like, opt in to book sales calls to sales conversion. 22 00:02:18.540 --> 00:02:24.080 Right? But the overarching goal is to show you guys the feature deals and pipelines 23 00:02:24.620 --> 00:02:32.480 so you can copy what I did if that fits your business niche, or if not, use the feature for what your use case is. 24 00:02:32.940 --> 00:02:34.995 It's a sales, you know, pipeline 25 00:02:35.775 --> 00:02:36.275 visualization 26 00:02:37.107 --> 00:02:38.755 Calvin system. So 27 00:02:39.615 --> 00:02:43.855 we're gonna get into it. I will probably pause a few times and see if there's any questions. 28 00:02:43.855 --> 00:02:45.135 I'll keep checking the chat. 29 00:02:46.680 --> 00:02:48.360 So I'll do that as well. 30 00:02:48.360 --> 00:02:55.580 But just know we're gonna do a bigger q and a at the end if you guys have questions about what we're doing, but I'm mostly gonna be talking and working 31 00:02:56.040 --> 00:03:00.055 and playing through and building out the system. And, hopefully, you learn something too. 32 00:03:00.055 --> 00:03:05.975 Like, even if it's not deals and pipelines, you can kind of you'll learn how some of these things connect to each other. 33 00:03:05.975 --> 00:03:06.475 So 34 00:03:07.175 --> 00:03:08.555 without further ado, 35 00:03:09.095 --> 00:03:13.035 let's get rolling. I'm gonna start here by sharing my screen. 36 00:03:15.360 --> 00:03:16.420 And here we are. 37 00:03:16.959 --> 00:03:21.540 There's Zoom. Close that. Move you guys. Get everything out of the way. 38 00:03:21.760 --> 00:03:23.160 We are inside of our Simplero 39 00:03:23.680 --> 00:03:24.180 support 40 00:03:24.560 --> 00:03:27.299 site. Right? This is just our test dummy site. 41 00:03:27.519 --> 00:03:32.045 This is where we just test all kinds of stuff, and this is the perfect place to do this. So 42 00:03:32.425 --> 00:03:34.205 first things first, I'm gonna go find 43 00:03:34.665 --> 00:03:38.205 the pipelines feature, and it is up here on this gear icon. 44 00:03:38.425 --> 00:03:41.970 And I'm gonna go under the account and then go to pipelines. 45 00:03:42.989 --> 00:03:49.650 Now I will make a new one today for this particular workshop. We're just gonna call it pipe 46 00:03:50.430 --> 00:03:51.650 one workshop. 47 00:03:52.430 --> 00:03:56.355 That's what we're gonna label most of these things. We're gonna create a new label too. 48 00:03:56.355 --> 00:03:59.094 Labels are good. It's a way where you guys can 49 00:03:59.474 --> 00:04:03.415 organize pieces together, like your automation, your product, your funnel, 50 00:04:03.954 --> 00:04:06.295 pipeline, your, you know, list, 51 00:04:06.754 --> 00:04:10.355 all kinds of things can be labeled. So we're gonna start here. We'll give it a label. 52 00:04:10.355 --> 00:04:11.950 We'll call it pipeline 53 00:04:13.570 --> 00:04:14.070 workshop. 54 00:04:15.690 --> 00:04:16.190 Yo. 55 00:04:16.890 --> 00:04:18.110 It's my favorite color. 56 00:04:18.890 --> 00:04:22.270 So and this is going to be a deal. You can use 57 00:04:22.650 --> 00:04:23.390 this system 58 00:04:23.930 --> 00:04:29.125 as a ticket support system as well if you wanted to. Right? Like, this Kanban system 59 00:04:29.505 --> 00:04:34.485 is also used for your support tickets, but we're gonna use it for a deal. 60 00:04:35.425 --> 00:04:36.324 Got the label. 61 00:04:36.785 --> 00:04:38.085 Cool. We're gonna create 62 00:04:39.585 --> 00:04:40.884 it. So now it's built. 63 00:04:41.300 --> 00:04:46.600 And the first thing I'm gonna do is I am going to add all of the particular stages 64 00:04:46.980 --> 00:04:47.960 for this pipeline. 65 00:04:48.260 --> 00:04:51.880 And I have a bunch of them, but we're going to do them 1 x 1. 66 00:04:52.580 --> 00:04:53.080 And 67 00:04:53.540 --> 00:04:56.200 first stage we're gonna do is we're gonna call it lead. 68 00:04:57.275 --> 00:04:59.215 So we have a lead coming in. 69 00:04:59.835 --> 00:05:01.855 So go in there. I'm gonna check 70 00:05:02.315 --> 00:05:02.975 the settings. 71 00:05:04.555 --> 00:05:08.895 I'm gonna you can give them different colors if you like to add colors and track stuff. 72 00:05:09.515 --> 00:05:14.560 Let's just do that anyway. Start left to right. It's a nice little pink here. Tool tip, 73 00:05:15.100 --> 00:05:18.080 sales lead. This should give me a little bit of an idea. 74 00:05:18.380 --> 00:05:23.919 Open. This is the status. It's an open lead. It's not won. It's not lost. It's not abandoned. 75 00:05:24.139 --> 00:05:24.960 It's open. 76 00:05:25.500 --> 00:05:26.560 Haven't bought yet. 77 00:05:27.345 --> 00:05:31.345 Win probability. Now this is going to be up to you. You get to decide whatever this means. 78 00:05:31.345 --> 00:05:32.865 I'm just gonna add 10% in here. 79 00:05:32.865 --> 00:05:37.105 So 10% of the like, there may be data down the road where you can adjust this. 80 00:05:37.105 --> 00:05:41.045 Like, if I know I'm getting into sales lead, then, you know, stuff you 81 00:05:42.140 --> 00:05:47.040 So that's how that's gonna work there. And oops. Let me just close this. 82 00:05:48.300 --> 00:05:51.280 And then automations, there is no automations 83 00:05:52.300 --> 00:05:56.295 that are gonna be affected yet once they start this particular thing. 84 00:05:56.695 --> 00:05:58.635 So we'll go ahead and save the changes. 85 00:06:00.375 --> 00:06:00.875 Alright. 86 00:06:03.495 --> 00:06:07.415 Sandy, great question. I'll just do that right now. Diagrams that show the past to follow. 87 00:06:07.415 --> 00:06:09.755 Big picture first before you drill down the instructions. 88 00:06:10.470 --> 00:06:14.330 Great idea. I would love to start doing a bunch of cool swim lanes. 89 00:06:14.710 --> 00:06:20.890 So maybe we can I'll bring that back to the team, and there'll be, like, a library of them that we can put on the community site or something. 90 00:06:21.430 --> 00:06:22.410 That's a good idea. 91 00:06:22.950 --> 00:06:28.875 Alright. And then I saw Trina came. Good to see you. Long time. Good to see you. 92 00:06:28.935 --> 00:06:31.675 We're just getting going. So I've I've kinda went over, 93 00:06:32.615 --> 00:06:37.755 how to start the pipeline, and we're just starting to now add the stages to the pipeline. 94 00:06:39.169 --> 00:06:42.070 So first one is lead. We're gonna add another state 95 00:06:42.449 --> 00:06:45.830 add a stage. And the next one, we are going to call 96 00:06:46.610 --> 00:06:47.350 call booked. 97 00:06:48.370 --> 00:06:52.870 Because, again, the goal of this is to get them on a sales call. That's this particular 98 00:06:55.224 --> 00:06:59.085 pipeline use case. We'll just keep going adding these colors. They're nice. 99 00:06:59.865 --> 00:07:00.845 They're not mean. 100 00:07:01.305 --> 00:07:01.805 So 101 00:07:02.264 --> 00:07:05.324 call booked through scheduling link. 102 00:07:09.310 --> 00:07:10.370 Status open. 103 00:07:10.830 --> 00:07:11.730 Win probability. 104 00:07:12.270 --> 00:07:13.730 Let's go 20%. 105 00:07:14.030 --> 00:07:18.110 They booked a call. They they made it through my opt in. They booked a call. 106 00:07:18.110 --> 00:07:20.210 So that's this pipeline stage. 107 00:07:21.310 --> 00:07:23.810 Let's keep going here. We're gonna keep adding them. 108 00:07:26.245 --> 00:07:28.745 This one is for call rescheduled. 109 00:07:34.324 --> 00:07:38.264 Cool. So this is if they reschedule a call, it's just gonna you're gonna see it inside, 110 00:07:38.710 --> 00:07:40.490 you know, this pipeline that they rescheduled. 111 00:07:42.150 --> 00:07:44.009 Let's do the same with the tooltip. 112 00:07:44.310 --> 00:07:45.210 Still open. 113 00:07:46.069 --> 00:07:47.129 Bring that probability. 114 00:07:47.430 --> 00:07:50.729 Keeping that at 20. Why not? Okay. Pipeline stage there. 115 00:07:52.585 --> 00:07:56.205 And we're gonna keep jamming. We got another one called call canceled. 116 00:07:56.824 --> 00:07:57.324 Alright. 117 00:08:02.025 --> 00:08:03.085 This isn't a problem 118 00:08:03.544 --> 00:08:04.044 necessarily, 119 00:08:04.990 --> 00:08:09.409 but this means that they tried to book a call with you, and they canceled the call. 120 00:08:10.430 --> 00:08:16.110 So we're bringing this back down to 10%. Sure. It's still open. It's not a completely lost thing. 121 00:08:16.110 --> 00:08:19.409 There's things that we can do later, and I'll show you what that means. 122 00:08:19.595 --> 00:08:21.375 So create that pipeline stage there. 123 00:08:23.515 --> 00:08:25.775 And then the next one is gonna be 124 00:08:26.395 --> 00:08:26.895 sold, 125 00:08:27.515 --> 00:08:31.055 so that's cool. We they they bought it. Right? We won. 126 00:08:31.560 --> 00:08:36.360 And we'll just make this a bright green. Just make that green. They we won. 127 00:08:36.360 --> 00:08:37.820 We got the made the deal. 128 00:08:41.240 --> 00:08:41.740 Cool. 129 00:08:42.840 --> 00:08:46.540 So you can also do move here when match your purchase is made. 130 00:08:47.585 --> 00:08:50.165 This will automatically look for the purchase, 131 00:08:51.665 --> 00:08:53.265 based on, you know, what's in there. 132 00:08:53.265 --> 00:08:57.365 But I I'm gonna do it with the trigger later, so don't worry about it right now. 133 00:08:58.545 --> 00:08:59.925 And we'll create a pipeline 134 00:09:00.385 --> 00:09:01.445 stage there. 135 00:09:03.600 --> 00:09:07.376 Cool. Now we got some other stuff that we're gonna add just so we can keep it in the Calvin. 136 00:09:07.600 --> 00:09:12.340 We want all of this here. One's gonna be called not a good fit. 137 00:09:14.480 --> 00:09:15.620 Make that reddish. 138 00:09:16.320 --> 00:09:19.465 Make that a red color. So that's a it's a lost 139 00:09:20.165 --> 00:09:20.665 deal, 140 00:09:21.125 --> 00:09:23.225 and we'll just give this not a good fit. 141 00:09:24.565 --> 00:09:25.065 Booked. 142 00:09:27.285 --> 00:09:30.265 Got on a Calvin. Got on a call. Turned. 143 00:09:31.139 --> 00:09:32.839 Out. It would not be it. 144 00:09:34.660 --> 00:09:40.040 So that's after you had a call with them, you realize they're just not the right avatar, not the right person for your business. 145 00:09:40.100 --> 00:09:41.639 So we'll go ahead and do that. 146 00:09:44.025 --> 00:09:44.765 And then 147 00:09:45.145 --> 00:09:46.125 didn't buy. 148 00:09:46.505 --> 00:09:47.885 There's a reason for this. 149 00:09:49.305 --> 00:09:50.445 We'll just go here. 150 00:09:50.905 --> 00:09:51.405 Didn't 151 00:09:53.145 --> 00:09:53.645 buy. 152 00:09:54.105 --> 00:09:55.145 And we're doing this 153 00:09:55.990 --> 00:09:58.890 This is not bad. We'll just call it an orange. 154 00:09:59.990 --> 00:10:00.810 They didn't 155 00:10:01.510 --> 00:10:03.610 buy during the call. 156 00:10:04.790 --> 00:10:08.550 So it's still open. Probability is pretty low that you're gonna win that one. 157 00:10:08.550 --> 00:10:12.345 But they got on a call with you. They booked with you. You guys had a wonderful conversation. 158 00:10:12.485 --> 00:10:15.605 They were a fit, but you couldn't get them to pull a trigger on the call. 159 00:10:15.605 --> 00:10:17.705 We'll just create that pipeline stage there. 160 00:10:18.325 --> 00:10:21.464 And then the last one that we're gonna add is 161 00:10:22.005 --> 00:10:22.505 not 162 00:10:22.964 --> 00:10:23.464 interested. 163 00:10:26.139 --> 00:10:28.560 So that's also gonna be, like, correct. 164 00:10:29.339 --> 00:10:29.839 So 165 00:10:30.699 --> 00:10:32.320 they aren't interested. 166 00:10:35.740 --> 00:10:37.360 Cool. That's also lost. 167 00:10:38.705 --> 00:10:43.685 Now we have the the pipeline built. Right? It's this the stages are set. 168 00:10:44.385 --> 00:10:48.145 Now we there's no deals, so we're not gonna be able to view those deals yet. 169 00:10:48.145 --> 00:10:50.725 So if I go here, there's no deals at all. 170 00:10:51.620 --> 00:10:55.540 So I can create a deal, and I'm gonna do that just so you guys can see the data. 171 00:10:55.540 --> 00:10:56.980 So I'm gonna assign it to myself. 172 00:10:56.980 --> 00:11:02.600 You can assign this to different sales agents if you have multiple admins or people inside of your account. 173 00:11:02.820 --> 00:11:06.519 And I'm gonna call this contact. I'll create a new contact just for 174 00:11:07.215 --> 00:11:08.915 s as in s as in silos. 175 00:11:10.335 --> 00:11:11.635 Workshop test. 176 00:11:12.815 --> 00:11:13.215 I'm gonna do 177 00:11:15.375 --> 00:11:16.195 come on. 178 00:11:17.535 --> 00:11:21.715 I probably used this before..com. 179 00:11:22.850 --> 00:11:27.410 So I'm creating a new lead in here just so you have data. You guys can see what it looks like. 180 00:11:27.410 --> 00:11:29.829 I'm putting in the initial stage as lead. 181 00:11:30.209 --> 00:11:34.389 Right? And then the product, this is where that other thing came into play, like, which product. 182 00:11:34.690 --> 00:11:36.310 So we'll just do create deal. 183 00:11:37.505 --> 00:11:38.565 No products yet. 184 00:11:39.425 --> 00:11:41.205 And there you go. Now 185 00:11:41.585 --> 00:11:45.125 this is our Calvin. It's all built and set up, and you can see 186 00:11:45.745 --> 00:11:46.645 all the stages. 187 00:11:46.945 --> 00:11:52.660 And now we are gonna create some things that will automate a process throughout this. So 188 00:11:53.120 --> 00:11:56.560 here's this person. I can get some information about this guy. 189 00:11:56.560 --> 00:11:59.700 This is my lead, and I can see it here in my Canva. 190 00:12:00.880 --> 00:12:01.940 So that's pipeline. 191 00:12:02.615 --> 00:12:07.194 So the next thing that we're gonna do is we're gonna create the list for this campaign. 192 00:12:07.334 --> 00:12:11.595 You don't have to create a new list. You can add triggers to a current list, but just for, 193 00:12:12.774 --> 00:12:14.154 all intents and purposes, 194 00:12:14.535 --> 00:12:18.010 we are going to create a new list for this pipeline. 195 00:12:18.010 --> 00:12:20.250 So I'm gonna just try and open up new tabs here. 196 00:12:20.250 --> 00:12:25.070 It's gonna get kinda full, but at least I won't have to click around too much if I do this correctly. 197 00:12:25.370 --> 00:12:28.670 But we're gonna go to lists, and I'm gonna create a new list. I'm gonna call it 198 00:12:29.130 --> 00:12:29.630 pipeline 199 00:12:30.410 --> 00:12:30.910 workshop. 200 00:12:33.195 --> 00:12:34.334 Let people in. 201 00:12:35.915 --> 00:12:37.135 Spelled correctly. 202 00:12:40.475 --> 00:12:41.695 So there's my list. 203 00:12:42.635 --> 00:12:44.095 Actually, I'm gonna do this. 204 00:12:44.714 --> 00:12:45.935 Make it all the same. 205 00:12:49.280 --> 00:12:53.860 Okay. So I'm gonna take double opt in opt in off right away. Just get rid of that thing. 206 00:12:54.560 --> 00:12:55.060 So 207 00:12:55.600 --> 00:12:58.100 this is gonna be our list 208 00:12:58.720 --> 00:13:00.660 for this particular campaign. 209 00:13:00.800 --> 00:13:06.815 And one of the most important pieces of this list, and you'll see later, we gotta give them their freebie. 210 00:13:06.815 --> 00:13:12.195 We gotta give them their opt in. So I can do that right away. So I'm gonna grab this list, 211 00:13:12.495 --> 00:13:12.995 and 212 00:13:13.535 --> 00:13:18.100 I am going to go to the automation tab, which is new and cool and beautiful. 213 00:13:18.100 --> 00:13:22.020 If you take a look at this, it's maybe something you haven't seen yet. Maybe you've clicked here. 214 00:13:22.020 --> 00:13:25.080 Maybe you're using auto responses. We just cleaned this up a bit. 215 00:13:25.380 --> 00:13:28.545 But I'm going to just send an email. Right? 216 00:13:28.545 --> 00:13:34.165 You can make this a full blown nurture sequence if you want with five or six or seven emails 217 00:13:34.465 --> 00:13:38.305 followed by wait steps, which I highly recommend you do after the sign up. 218 00:13:38.305 --> 00:13:40.245 Just, you know, one of the key marketing 219 00:13:40.945 --> 00:13:41.445 tactics. 220 00:13:41.780 --> 00:13:47.480 But we'll just go ahead and send an email and just so you guys can kind of grasp what I'm trying to do here. 221 00:13:48.100 --> 00:13:50.760 So post list sign up, make it come to me. 222 00:13:56.595 --> 00:13:59.095 Subject here is your freebie. 223 00:14:02.675 --> 00:14:03.735 Here's your freebie. 224 00:14:03.875 --> 00:14:07.815 And now there's two places to do this, but, you know, you can just attach to an email. 225 00:14:08.115 --> 00:14:16.930 I'm not gonna even do that just but you would know that if you had a PDF or a link to an event or anything, you would add it to this email somewhere here. 226 00:14:17.710 --> 00:14:19.410 So that's gonna go out right away. 227 00:14:20.670 --> 00:14:25.125 This is our list. It's built. The next thing we're gonna do is we're gonna add some triggers. 228 00:14:25.425 --> 00:14:27.764 Let's see. We're going to 229 00:14:28.144 --> 00:14:29.524 go back to the summary. 230 00:14:36.065 --> 00:14:37.764 Hold on one second. So 231 00:14:39.320 --> 00:14:41.500 just wanna make sure this is correct. 232 00:14:42.360 --> 00:14:43.340 So content, 233 00:14:43.720 --> 00:14:44.620 good to go. 234 00:14:45.800 --> 00:14:47.100 Alright. The subscription. 235 00:14:49.320 --> 00:14:52.440 Cool. And then we are gonna go add some triggers to this. 236 00:14:52.440 --> 00:14:56.275 So the first thing we're gonna do is if the subscription is activated, we are going 237 00:14:56.815 --> 00:14:58.595 to create a deal in the pipeline. 238 00:14:59.375 --> 00:15:01.395 And we're going to make this 239 00:15:01.775 --> 00:15:04.515 once I find this pipeline, pipeline workshop right here, 240 00:15:04.895 --> 00:15:06.755 I'm going to click on that, 241 00:15:07.569 --> 00:15:08.389 and then 242 00:15:09.490 --> 00:15:10.870 I am going to 243 00:15:13.649 --> 00:15:16.690 deal name. We can give them their first name. 244 00:15:16.690 --> 00:15:20.209 It's something that you should probably do or full name. So that's just gonna 245 00:15:21.135 --> 00:15:26.435 when they come in, it's gonna pull that name that they used for their opt in and make a deal with that name. 246 00:15:26.655 --> 00:15:28.815 And you don't have to add a description at all, but you can. 247 00:15:28.815 --> 00:15:33.315 I'll just put some data in here so you guys can see where it shows up, and that's the trigger. 248 00:15:33.750 --> 00:15:37.990 So as soon as they subscribe, we're gonna create a deal on the pipeline, pipeline workshop. 249 00:15:37.990 --> 00:15:39.450 It's gonna go into that first 250 00:15:40.070 --> 00:15:40.570 stage. 251 00:15:41.830 --> 00:15:46.815 And then we're also gonna do something here just for fun. This is always kinda good to do. 252 00:15:46.895 --> 00:15:49.795 You might use it later, but we're gonna go subscription activated, 253 00:15:50.175 --> 00:15:51.875 and we're gonna create a trigger 254 00:15:53.375 --> 00:15:55.795 or or a tag. I'm sorry. So we'll add a tag, 255 00:15:57.295 --> 00:15:58.755 and we will go 256 00:15:59.455 --> 00:16:01.555 create a new one right from here. 257 00:16:02.019 --> 00:16:03.000 We'll call it 258 00:16:03.540 --> 00:16:04.040 pipeline 259 00:16:06.100 --> 00:16:06.600 workshop. 260 00:16:11.140 --> 00:16:13.000 Let's actually do this. Enter. 261 00:16:17.075 --> 00:16:19.735 So now we got our list set up. We got a couple triggers. 262 00:16:20.675 --> 00:16:22.855 It didn't save. Hold on a second. 263 00:16:24.995 --> 00:16:26.295 It hit save at the bottom. 264 00:16:33.980 --> 00:16:38.300 So when they activate, they get this tag. When they deactivate, it automatically pulls that tag. 265 00:16:38.300 --> 00:16:39.760 When subscription is activated, 266 00:16:40.300 --> 00:16:43.440 we go ahead and add them to the pipeline workshop, 267 00:16:45.500 --> 00:16:46.000 pipeline. 268 00:16:46.884 --> 00:16:49.704 Alright. So added the freebie and the auto response. We did that already. 269 00:16:50.084 --> 00:16:50.584 Now 270 00:16:50.964 --> 00:16:55.365 this is the whole point. They enter this. They get tagged. They get entered into the pipeline. 271 00:16:55.365 --> 00:16:58.024 They're on your list. Right? Just a Simplero list. 272 00:16:58.980 --> 00:17:08.440 Again, if you have this as your main list, like your newsletter, that may not be a great idea because there might be multiple channels where they're entering into that newsletter list. 273 00:17:08.579 --> 00:17:12.359 This is specifically for different campaigns. And remember, you can always 274 00:17:12.664 --> 00:17:18.265 add someone to this very specific pipeline list and also at the same time trigger to add them to your newsletter. 275 00:17:18.265 --> 00:17:21.404 Just a quick tip. Just so you can keep all the data in one place. 276 00:17:22.744 --> 00:17:23.944 Alright. Next thing. 277 00:17:23.944 --> 00:17:28.500 The next piece of this is the scheduling link that's going to work with this pipeline. 278 00:17:28.500 --> 00:17:30.040 So they're getting on your list. 279 00:17:30.260 --> 00:17:34.500 We're gonna show you later, but we're gonna try and entice them to book a sales call. 280 00:17:34.500 --> 00:17:37.480 So next things we're gonna do is we're gonna actually create 281 00:17:37.940 --> 00:17:40.280 that scheduling link. So this 282 00:17:40.820 --> 00:17:41.800 and new tab. 283 00:17:45.275 --> 00:17:48.975 Alright. So I'm actually gonna can I delete that from here? Nope. 284 00:17:49.115 --> 00:17:52.575 So that was my old one that I was testing with, but I'll just create a new one. 285 00:17:52.795 --> 00:17:54.095 Try not to get confused. 286 00:17:55.115 --> 00:17:56.095 We'll call it 287 00:18:00.690 --> 00:18:02.070 just like everything else. 288 00:18:02.530 --> 00:18:03.030 Test. 289 00:18:04.370 --> 00:18:09.090 Again, if you wanna learn all about scheduling links, we have a workshop for that. 290 00:18:09.090 --> 00:18:10.309 I'm not gonna cover 291 00:18:10.745 --> 00:18:14.505 these in-depth today, but, it is a piece of what we're doing. 292 00:18:14.505 --> 00:18:18.285 So just know that you can get supported by checking out that other workshop. 293 00:18:19.625 --> 00:18:22.125 Just gonna leave it standard. Duration twenty five minutes. 294 00:18:22.505 --> 00:18:26.280 Like, you can mess with this later as well. You don't have to worry about it right now. 295 00:18:26.520 --> 00:18:27.980 But let's go there. 296 00:18:29.720 --> 00:18:31.340 And then this link is for me. 297 00:18:31.800 --> 00:18:33.260 So we're inside here. 298 00:18:37.720 --> 00:18:38.220 Cool. 299 00:18:38.535 --> 00:18:41.275 So here's my here's my workshop. 300 00:18:41.575 --> 00:18:46.535 I'm only gonna do one thing. I'm gonna make it so they can't book miles in the future. 301 00:18:46.535 --> 00:18:48.555 This kinda helps keep everything tight, 302 00:18:49.655 --> 00:18:53.035 and you'll see why later. But we will go to 303 00:18:55.830 --> 00:18:59.850 on far in the future, someone can book, and we'll just call it seven days. 304 00:19:01.830 --> 00:19:03.129 Let's save these changes. 305 00:19:03.669 --> 00:19:05.690 And here is my scheduling link. 306 00:19:06.405 --> 00:19:11.465 Now I am gonna add some triggers to this link. So I'm gonna go back 307 00:19:11.845 --> 00:19:18.505 to my scheduling links, and I am going to this is the one we just made, the pipeline workshop, and I'm gonna add some triggers. 308 00:19:19.110 --> 00:19:20.730 So when the event is scheduled, 309 00:19:21.590 --> 00:19:22.570 I'm going to 310 00:19:23.510 --> 00:19:26.490 create a deal in a pipe or move to a deal in a pipeline stage. 311 00:19:28.390 --> 00:19:31.370 And the stage inside of pipeline workshop 312 00:19:31.670 --> 00:19:32.170 is 313 00:19:33.585 --> 00:19:34.325 call booked. 314 00:19:35.505 --> 00:19:40.325 So event is scheduled. The stage that they enter into the pipeline is they booked the call. 315 00:19:41.345 --> 00:19:42.885 So we'll create that trigger, 316 00:19:44.784 --> 00:19:46.565 and then we'll do another one. 317 00:19:49.110 --> 00:19:50.330 Event is scheduled. 318 00:19:50.870 --> 00:19:53.610 Sorry. We're gonna go rescheduled. Event is rescheduled. 319 00:19:53.910 --> 00:19:55.130 We are going to 320 00:19:55.430 --> 00:19:56.890 search for pipeline again, 321 00:19:57.350 --> 00:19:59.290 move to a deal on a pipeline stage, 322 00:20:01.030 --> 00:20:02.570 and pipeline workshop, 323 00:20:03.544 --> 00:20:04.684 and call reschedule. 324 00:20:04.745 --> 00:20:08.905 This is just so you can see, like, where this lead is and what's happening at a glance. Right? 325 00:20:08.905 --> 00:20:11.725 It's the trigger is gonna move them around based on their action. 326 00:20:12.745 --> 00:20:15.005 And then the last one we're gonna do is 327 00:20:19.039 --> 00:20:19.940 event is canceled. 328 00:20:21.440 --> 00:20:23.220 You guessed it. Pipeline stage. 329 00:20:25.760 --> 00:20:28.179 And we're gonna go pipeline workshop 330 00:20:30.794 --> 00:20:32.015 and call cancel. 331 00:20:35.755 --> 00:20:36.335 Cool. Awesome. 332 00:20:36.875 --> 00:20:37.595 That's done. 333 00:20:37.595 --> 00:20:41.755 I'm actually gonna delete this so I don't get confused later, but this is the other one I was using. 334 00:20:41.755 --> 00:20:42.975 Delete that old link. 335 00:20:45.210 --> 00:20:48.590 So pipeline workshop, here we go. This is what's happening here. 336 00:20:49.530 --> 00:20:54.830 And what we want to do with this now, this is the next step. We've created the scheduling link. 337 00:20:55.049 --> 00:20:56.270 We are going to 338 00:20:56.730 --> 00:21:01.925 create the product. Right? So we got the list. We got the pipeline. We got the scheduling link. 339 00:21:01.925 --> 00:21:05.605 The next is gonna be the product. You can use an existing product. Right? 340 00:21:05.605 --> 00:21:09.865 It doesn't have to be a new one, but we're just gonna make one just for this particular 341 00:21:10.165 --> 00:21:12.505 call. So I'm gonna go into sales, products, 342 00:21:13.605 --> 00:21:15.145 open this in a new tab, 343 00:21:16.710 --> 00:21:17.770 and create this 344 00:21:18.950 --> 00:21:20.570 product. Now we're gonna call it 345 00:21:21.510 --> 00:21:22.010 pipeline 346 00:21:23.030 --> 00:21:23.530 workshop, 347 00:21:25.430 --> 00:21:26.410 and that's it. 348 00:21:27.670 --> 00:21:28.815 That's all I I really need to do. 349 00:21:28.815 --> 00:21:32.275 I'm not worried about categories or facets or anything like that right now, 350 00:21:32.655 --> 00:21:34.434 and I can create this product. 351 00:21:36.735 --> 00:21:40.275 Now that's here, I'm gonna give it a couple prices, and you'll see why. 352 00:21:40.735 --> 00:21:41.794 New single payment. 353 00:21:42.174 --> 00:21:43.395 Really simple stuff. 354 00:21:44.320 --> 00:21:46.880 We're just gonna make it published. $99 355 00:21:46.880 --> 00:21:48.740 is fine. We'll just leave it there. 356 00:21:50.400 --> 00:21:53.780 And then I'm also going to let me turn that on. 357 00:21:54.560 --> 00:21:58.340 I am going to add another price, and we're gonna call it secret. 358 00:21:58.934 --> 00:21:59.835 Secret price, 359 00:22:00.375 --> 00:22:01.195 $50. 360 00:22:02.774 --> 00:22:03.995 50% off. 361 00:22:06.615 --> 00:22:07.514 Save changes. 362 00:22:09.255 --> 00:22:11.755 And there we go. Got a couple of prices on this product. 363 00:22:13.040 --> 00:22:17.140 And the next thing we're gonna do is we're gonna add a trigger to this particular product. 364 00:22:18.960 --> 00:22:20.020 And this trigger 365 00:22:20.960 --> 00:22:22.100 is going to 366 00:22:23.120 --> 00:22:24.020 just been activated. 367 00:22:24.080 --> 00:22:31.345 You can use a couple of these, first time only, purchase exceeded, all kinds of things that can be true at the same time. 368 00:22:31.645 --> 00:22:36.065 We could do participant activated is fine or first time only. I'll just do this one. 369 00:22:36.765 --> 00:22:38.545 And what we're gonna do is 370 00:22:39.889 --> 00:22:45.169 move to a deal to a pipeline stage. And what we're gonna do, obviously, is now 371 00:22:45.649 --> 00:22:48.710 this is what we want everyone to do they bought. 372 00:22:49.330 --> 00:22:49.830 Cool. 373 00:22:50.850 --> 00:22:51.830 So that's it. 374 00:22:52.255 --> 00:22:55.475 That's the product. I think that's all we needed to do there. 375 00:22:59.775 --> 00:23:00.275 Awesome. 376 00:23:01.294 --> 00:23:04.270 So there's a secret price here, and we'll talk about it in a little bit. 377 00:23:04.270 --> 00:23:08.370 But it's may just I'll give you a I'll foreshadow it a little bit. We're gonna create an automation 378 00:23:08.830 --> 00:23:11.330 for people that didn't buy right away 379 00:23:11.630 --> 00:23:13.410 either after the call or 380 00:23:14.590 --> 00:23:15.309 or not. 381 00:23:15.309 --> 00:23:20.235 Like, they just didn't purchase, and we're gonna send them a deal, like, with the with the secret price 382 00:23:20.615 --> 00:23:23.035 via an automation based on the pipeline stage. 383 00:23:24.615 --> 00:23:25.515 Next piece. 384 00:23:25.815 --> 00:23:28.475 Now we're gonna build a funnel. And, again, 385 00:23:28.775 --> 00:23:33.710 I'm gonna just slam through the stuff. Funnels are a big deal, and there's a lot to them. 386 00:23:33.710 --> 00:23:34.929 There or there can 387 00:23:35.230 --> 00:23:41.890 be. But a lot of what's inside funnels is just, you know, editing landing pages and stuff. So don't 388 00:23:42.350 --> 00:23:43.890 stress too much about it. 389 00:23:44.525 --> 00:23:49.885 Again, right now, I'm just gonna bring in templates and not change any of the sales copy. 390 00:23:49.885 --> 00:23:51.664 Just focus on the things that are important. 391 00:23:51.965 --> 00:23:53.985 So try and focus on the key pieces, 392 00:23:54.765 --> 00:23:59.340 to what I'm doing here. So first thing we do, we're gonna do a funnel. We're gonna call it pipeline 393 00:24:00.920 --> 00:24:01.420 workshop, 394 00:24:05.640 --> 00:24:10.220 and it's gonna have three parts. It's gonna have an opt in. It's gonna have a thank you page. 395 00:24:10.924 --> 00:24:17.105 And on that thank you page, it's going to push it to the final step in the funnel, which is a scheduling link. 396 00:24:17.164 --> 00:24:20.945 So the whole purpose is to opt them into your list and give them your freebie. 397 00:24:21.485 --> 00:24:28.490 And then after they've opted in, if they make it to that next step, it's gonna give them a thank you page thanking them for opting in. 398 00:24:28.870 --> 00:24:32.650 And, also, the goal is to give them more information about your business, 399 00:24:33.110 --> 00:24:36.070 entice them to say it up, like, buy with some sales copy. 400 00:24:36.070 --> 00:24:43.035 You could even add a, you know, a video a sales video in there and a button to book a call with you. 401 00:24:43.035 --> 00:24:47.455 That's the two main pieces for this funnel, and then the final piece is the call itself. 402 00:24:48.475 --> 00:24:50.895 So first thing we're gonna do is we're gonna add that page, 403 00:24:52.890 --> 00:24:56.910 and we're gonna go to I think we're gonna do yeah. We're gonna do bourbon lights. 404 00:25:04.945 --> 00:25:09.605 Oh, opt in. That's what I wanted. Urban light opt in. I'm going to select it, and I'm gonna just say 405 00:25:16.545 --> 00:25:17.685 complete that step. 406 00:25:20.480 --> 00:25:21.779 Gonna add another page. 407 00:25:25.279 --> 00:25:27.940 We're gonna call it the thank you page, and we'll do the bourbon 408 00:25:28.639 --> 00:25:30.580 light thank you page. Select. 409 00:25:41.805 --> 00:25:49.630 I'm I'm literally naming these landing pages so I can reference them later too, guys, just so you understand, like, what it is that I'm doing and the reason behind it. 410 00:25:49.630 --> 00:25:53.410 I'm gonna check this chat real quick. I see we got some new questions. 411 00:25:55.390 --> 00:25:56.290 Kathy says 412 00:25:57.150 --> 00:25:59.150 good time to stop, guys. I appreciate you. 413 00:25:59.950 --> 00:26:03.855 Kathy says, I'm not clear. Is this the general process you expect to follow? 414 00:26:04.335 --> 00:26:07.075 There are a million ways to skin a cat, but 415 00:26:07.455 --> 00:26:10.915 you can always use our workshops as a general process. 416 00:26:11.054 --> 00:26:15.315 This very specific thing that we're doing with this pipeline flow, 417 00:26:16.095 --> 00:26:18.995 you could build this and copy this, or you could take 418 00:26:19.429 --> 00:26:20.890 pieces from it and 419 00:26:21.350 --> 00:26:23.130 bring it into your specific, 420 00:26:23.590 --> 00:26:26.809 you know, marketing campaign or sales flow. So 421 00:26:27.350 --> 00:26:28.890 there there is 422 00:26:29.429 --> 00:26:34.215 lots of different ways, and people attack things in from different places for sure. 423 00:26:34.215 --> 00:26:41.034 My goal is to just give you a way and help clear up what this whole deals and pipelines feature does. 424 00:26:44.135 --> 00:26:49.950 So this is, like, Pipedrive, HubSpot, and some platform. Correct? Yes, Mads. Very similar for sure. 425 00:26:50.570 --> 00:26:51.630 Yep. And 426 00:26:52.330 --> 00:26:54.590 out of the American outline. Cool. Yep. 427 00:26:55.929 --> 00:26:56.429 Awesome. 428 00:26:58.250 --> 00:27:01.850 Oh, thanks. Thanks. I appreciate that, Penny. Okay. Super interesting. Thanks a lot. 429 00:27:01.850 --> 00:27:07.105 Mads had to leave. Cool. Enjoy, Matt. We'll see you in the future. Okay. So back to this. 430 00:27:07.105 --> 00:27:09.345 We got the opt in, the thank you. 431 00:27:09.345 --> 00:27:12.885 We're gonna add one more step, and we're gonna do that scheduling link. 432 00:27:13.745 --> 00:27:18.830 Now I'm going to pick the one I just made, the pipeline workshop scheduling link. So there it is. 433 00:27:19.130 --> 00:27:22.669 Now gotta go into these pages and edit them a little bit. 434 00:27:22.890 --> 00:27:25.950 So I'm gonna start with the opt in, and we're gonna edit that page. 435 00:27:27.370 --> 00:27:30.190 Most important piece is the opt in part. 436 00:27:30.785 --> 00:27:34.804 This particular landing page has no inputs. It's a clue, guys. 437 00:27:35.745 --> 00:27:36.485 This button 438 00:27:37.105 --> 00:27:38.725 is going to open 439 00:27:39.025 --> 00:27:45.105 the pop up. Right? So this button, its action is open page pop up. This is a template. 440 00:27:45.105 --> 00:27:46.110 We created it. 441 00:27:46.590 --> 00:27:48.370 You can use it to your advantage. 442 00:27:48.910 --> 00:27:54.530 But what it does is opens a pop up. And inside this pop up is where they're going to see 443 00:27:55.070 --> 00:27:57.570 their inputs so they can sign up for your list. 444 00:27:58.030 --> 00:28:02.595 So this is the pop up they're gonna get. This landing page again can be shared 445 00:28:03.135 --> 00:28:05.075 anywhere, social media, emails, 446 00:28:05.455 --> 00:28:06.514 anything you want. 447 00:28:06.815 --> 00:28:09.075 So I'm gonna go to this button here. 448 00:28:09.615 --> 00:28:10.894 This is the important piece. 449 00:28:10.894 --> 00:28:16.350 The first thing it's gonna do or what it's going to do is it is going to opt in, 450 00:28:16.809 --> 00:28:21.390 and we're gonna opt into the list we've already created, this pipeline workshop list. 451 00:28:22.090 --> 00:28:24.490 So that's it right there. I'm gonna save those changes. 452 00:28:24.490 --> 00:28:29.369 That's literally all I'm doing with this page. I'm not changing sales copy. I'm not doing anything. 453 00:28:29.369 --> 00:28:32.927 You guys would definitely need to do that, just to be clear. 454 00:28:32.927 --> 00:28:37.078 So if someone comes to this landing page, they opt in to your list. 455 00:28:37.078 --> 00:28:41.789 It's gonna take them to the next step and then drop your email with the freebie 456 00:28:42.169 --> 00:28:43.950 into their email behind the scenes. 457 00:28:45.850 --> 00:28:46.830 Go back here. 458 00:28:47.289 --> 00:28:50.510 Let's go to this thank you page so we can see what to do here. 459 00:28:53.335 --> 00:28:58.375 Now, again, we have sales pages that may fit this idea better that have more spaces for content. 460 00:28:58.375 --> 00:29:05.495 I just didn't want to clutter your brain with a bunch of sections and, you know, columns and rows and just stuff. 461 00:29:05.495 --> 00:29:05.995 Right? 462 00:29:06.320 --> 00:29:09.620 This is a thank you, and it also says thank you for purchasing. 463 00:29:10.320 --> 00:29:13.920 They didn't purchase. They opted in. So you Calvin change all of this copy. 464 00:29:13.920 --> 00:29:16.179 Again, this is not anything that you need to 465 00:29:16.640 --> 00:29:22.925 set and forget. You definitely wanna go in and make this your own, but it's just a template outline. 466 00:29:23.865 --> 00:29:25.645 So there's one button here. 467 00:29:26.185 --> 00:29:29.405 We're gonna add something else too just so you guys can see it. But 468 00:29:29.705 --> 00:29:33.549 this is the button that says view Calvin, and what it's doing is opting in again. 469 00:29:33.549 --> 00:29:38.370 You don't have to do that. What we're gonna do is we are going to go to next funnel step. 470 00:29:38.990 --> 00:29:41.330 So it's literally gonna take them to the next step. 471 00:29:41.710 --> 00:29:48.355 Now what you may want to do, and we can do this. You should do this anyway on your thank you pages. 472 00:29:48.355 --> 00:29:52.595 You should give people a place to immediately purchase your thing. They opted in. 473 00:29:52.595 --> 00:29:56.855 They wanted the freebie. They're a warm lead at that moment even though it was like a click. 474 00:29:57.315 --> 00:30:01.395 So they learned enough about you. They saw your Instagram post 27,000 475 00:30:01.395 --> 00:30:02.730 times. They finally said, okay. 476 00:30:02.730 --> 00:30:09.950 I really need that diet guide or that dumbbell weight lifting guide or whatever it is that you're giving them as a freebie. 477 00:30:10.010 --> 00:30:12.590 They finally decided they're gonna give you their email. 478 00:30:12.810 --> 00:30:17.485 Now is the time to possibly try and sell to them too. So that's a tangent, but it's a quick tip. 479 00:30:17.785 --> 00:30:23.645 So what we're gonna do is we're gonna just add can add a row below here. We'll do one column. 480 00:30:25.065 --> 00:30:27.645 And inside this row, we're gonna add a 481 00:30:28.185 --> 00:30:29.005 order form. 482 00:30:32.800 --> 00:30:36.480 And, again, strategy here is they've already said yes. 483 00:30:36.480 --> 00:30:40.960 Give them a place to buy or a place to learn more. Do both. This is gonna look ugly. 484 00:30:40.960 --> 00:30:46.065 You don't have to do it like this, but I'm just trying to help you guys understand the strategy here. 485 00:30:46.925 --> 00:30:51.265 So there's a order form. It's cool. It's here. Awesome. It's just loading. 486 00:30:52.125 --> 00:30:52.865 This button 487 00:30:53.165 --> 00:30:55.745 is going to the next pipeline step. 488 00:30:56.070 --> 00:30:59.909 So they come to your thank you page. They're gonna have a chance to book a call with you. 489 00:30:59.909 --> 00:31:03.529 Or if they're warm enough, they might just buy from you right then and there. 490 00:31:03.669 --> 00:31:05.130 That's the whole purpose of this. 491 00:31:06.390 --> 00:31:08.330 So we're gonna go ahead and publish that, 492 00:31:08.815 --> 00:31:12.355 make sure I'm not missing anything, check back my notes a little bit. 493 00:31:16.095 --> 00:31:17.155 Yep. Cool. 494 00:31:19.055 --> 00:31:20.115 Edited that. 495 00:31:21.135 --> 00:31:21.635 Sweet. 496 00:31:25.539 --> 00:31:26.039 Awesome. 497 00:31:28.020 --> 00:31:28.520 Cool. 498 00:31:29.220 --> 00:31:32.820 So we're almost there. Right? We got our funnel. We got our product. We got our list. 499 00:31:32.820 --> 00:31:34.360 We got our pipeline. We got 500 00:31:34.900 --> 00:31:36.360 everything except for 501 00:31:36.775 --> 00:31:40.155 this automation that we're gonna do, just the main follow-up automation. 502 00:31:40.295 --> 00:31:46.475 So we're gonna go ahead and build that right now, and then we're gonna test all of it just to kinda see a little bit how it flows. 503 00:31:47.335 --> 00:31:52.220 So I'm gonna I'm gonna go back to this here just so you can see the the funnel 504 00:31:52.679 --> 00:31:53.740 itself. So we got 505 00:31:54.040 --> 00:31:54.700 the pipeline. 506 00:31:55.559 --> 00:32:00.299 This is our list. We got our scheduling link. We got our product. 507 00:32:01.240 --> 00:32:03.740 All of it's here, and now here is our funnel. 508 00:32:04.225 --> 00:32:05.445 Let's close this calendar. 509 00:32:05.904 --> 00:32:10.164 So next piece, we are going to add the automation. So we'll go here, 510 00:32:10.544 --> 00:32:13.605 and we'll go here. Open, make it a new tab. 511 00:32:15.424 --> 00:32:16.784 So I'm gonna create an automation. 512 00:32:16.784 --> 00:32:19.764 We're gonna add triggers to it later, but we're gonna make it flexible. 513 00:32:20.110 --> 00:32:21.169 We need to do that. 514 00:32:22.029 --> 00:32:22.529 Pipeline 515 00:32:23.389 --> 00:32:23.889 workshop. 516 00:32:25.549 --> 00:32:29.649 Let's that's actually because there was one made automatically. We'll call it pipeline, 517 00:32:32.110 --> 00:32:33.090 cold lead. 518 00:32:34.054 --> 00:32:40.215 When we created our prod or our list, it made an automation automatically called pipeline workshop is the way I titled it. 519 00:32:40.215 --> 00:32:44.775 So that automation is just to deliver the email. We're gonna give this a different name. 520 00:32:44.775 --> 00:32:45.835 So create automation. 521 00:32:48.740 --> 00:32:50.760 Now the goal of this is to 522 00:32:51.220 --> 00:32:54.600 entice people to buy that didn't buy during your call 523 00:32:55.140 --> 00:32:58.920 or didn't buy later. So this is what we wanna do. 524 00:32:59.460 --> 00:33:00.120 They canceled. 525 00:33:00.420 --> 00:33:04.565 Right? Like, if they canceled that call, they're just dust or they didn't buy on the call. 526 00:33:04.565 --> 00:33:05.625 That's the two purposes. 527 00:33:06.245 --> 00:33:06.745 So 528 00:33:07.045 --> 00:33:08.825 what we're gonna do is we're gonna wait 529 00:33:09.765 --> 00:33:10.805 at a wait step. 530 00:33:10.805 --> 00:33:16.105 So if either of those actions happened, they canceled your call, we're gonna wait two weeks. 531 00:33:16.789 --> 00:33:17.289 They 532 00:33:17.669 --> 00:33:21.909 were on your Calvin they didn't buy. We're gonna wait a certain amount of time. 533 00:33:21.909 --> 00:33:27.850 That's why we gave that seven day minimum for them to book just so we can catch them while they're still top of mind. 534 00:33:28.885 --> 00:33:32.905 You guys can adjust this to anything that makes sense for your business. So 535 00:33:33.845 --> 00:33:35.304 we'll go custom 536 00:33:37.044 --> 00:33:38.105 fifteen days. 537 00:33:39.684 --> 00:33:40.905 Create a wait step. 538 00:33:41.840 --> 00:33:44.180 Again, this is super basic. You can do this 539 00:33:44.800 --> 00:33:49.060 way more, you know, in-depth. You can add way more wait steps, way more emails, 540 00:33:49.680 --> 00:33:54.660 a full blown nurture sequence here if you wanted to. But just for this, I'm going to. 541 00:34:07.085 --> 00:34:08.145 Are you sure 542 00:34:09.405 --> 00:34:10.625 you didn't wanna buy? 543 00:34:12.690 --> 00:34:13.190 Boom. 544 00:34:16.770 --> 00:34:21.190 Boom. And this is where we would drop that secret price. So I can go back to my product 545 00:34:21.650 --> 00:34:25.349 where I got that thing in. I can grab that link if I wanted to, 546 00:34:26.005 --> 00:34:27.545 and I can just go boom. 547 00:34:27.925 --> 00:34:30.344 Obviously, put it behind the button, make it look cool, 548 00:34:30.804 --> 00:34:35.445 or put it behind a hyperlink of some kind. Don't just throw them that link unless it's your jam. 549 00:34:35.445 --> 00:34:38.264 That's fine too. But we'll just save these changes, 550 00:34:39.179 --> 00:34:44.000 and this is going to go out after certain things happen. So we're gonna add one of the triggers. 551 00:34:45.099 --> 00:34:46.880 So let's see here. 552 00:34:55.074 --> 00:34:57.655 Cool. So I'll just see let's see here. 553 00:34:58.355 --> 00:35:00.915 We can actually do both of these from the pipeline itself. 554 00:35:00.915 --> 00:35:05.015 I think that's probably a better place to do it. So if we go to the pipeline, 555 00:35:06.915 --> 00:35:07.815 go back here, 556 00:35:08.470 --> 00:35:09.290 and we go 557 00:35:10.230 --> 00:35:14.330 to didn't buy. Remember, they got on a call with you, and they didn't buy. 558 00:35:14.710 --> 00:35:16.730 So let's go back out here. 559 00:35:17.270 --> 00:35:18.650 We'll see the list. 560 00:35:19.430 --> 00:35:22.410 Actually, I don't wanna see the deals. I wanna see the pipeline itself. 561 00:35:23.465 --> 00:35:28.365 Here. So here's the pipeline. And if we go didn't buy, we're gonna start that automation. 562 00:35:29.065 --> 00:35:31.325 Pipeline stage entered. They didn't buy. 563 00:35:32.185 --> 00:35:33.325 We're going to 564 00:35:36.450 --> 00:35:37.350 start automation 565 00:35:39.090 --> 00:35:41.270 and cold lead, that guy right there. 566 00:35:41.970 --> 00:35:42.950 Create that trigger, 567 00:35:43.570 --> 00:35:45.430 and then we'll do one more. 568 00:35:45.810 --> 00:35:46.870 We will go to, 569 00:35:47.970 --> 00:35:48.870 call canceled. 570 00:35:52.405 --> 00:35:53.865 Got one stage entered. 571 00:35:58.085 --> 00:35:58.984 Start animation. 572 00:36:11.780 --> 00:36:16.360 Cool. Got it. So here, we are adding that. Let's just go back to our automation. 573 00:36:16.980 --> 00:36:18.360 Where did I put that guy? 574 00:36:20.705 --> 00:36:24.485 I didn't see the page. Let's see here. There it is. Okay. 575 00:36:25.665 --> 00:36:26.885 So refresh that. 576 00:36:27.505 --> 00:36:32.325 And there we go. So we got a couple triggers for this automation. And there's one key piece 577 00:36:32.850 --> 00:36:37.590 that I didn't add and make sure you do this. You don't wanna enter them into this automation 578 00:36:38.050 --> 00:36:38.630 and then 579 00:36:38.930 --> 00:36:43.350 send them the secret link if they bought for some reason within those fifteen days. 580 00:36:43.730 --> 00:36:48.644 So we're gonna go here and edit this step, and we're gonna do a conditional statement. 581 00:36:49.265 --> 00:36:51.125 Right? Only if contact 582 00:36:54.144 --> 00:36:55.924 not purchased product, 583 00:36:57.025 --> 00:36:58.244 and we're gonna go 584 00:36:59.105 --> 00:37:00.085 pipeline workshop. 585 00:37:02.300 --> 00:37:03.119 There it is. 586 00:37:05.660 --> 00:37:08.880 So that gang right there, this is what we need to make sure we do. 587 00:37:09.420 --> 00:37:12.400 This is how we're gonna do it. If they already purchased 588 00:37:12.700 --> 00:37:15.660 that product, you definitely don't want to send them this email. 589 00:37:15.660 --> 00:37:22.214 So So this conditional statement's gonna look at their contract record and make sure that they didn't purchase the product and still send me this email. 590 00:37:24.035 --> 00:37:24.535 Alright. 591 00:37:26.595 --> 00:37:27.335 Got that. 592 00:37:28.160 --> 00:37:32.740 And then we're gonna do one more thing to this automation. We're gonna do another wait step 593 00:37:35.360 --> 00:37:36.980 just to give more time, 594 00:37:38.560 --> 00:37:39.780 and we can do 595 00:37:40.585 --> 00:37:41.405 custom again. 596 00:37:41.785 --> 00:37:46.765 Another fifteen days is fine. So, basically, a month after they enter your world or book the call, 597 00:37:47.465 --> 00:37:49.805 can you create that step? It's just a wait. 598 00:37:50.345 --> 00:37:54.125 And then the last thing we're gonna do is another action. 599 00:37:56.790 --> 00:38:00.150 Hold on. I'll get you to one second, Ryan, after I add this action. 600 00:38:00.150 --> 00:38:02.010 So what we're gonna do is we are going 601 00:38:03.270 --> 00:38:05.210 to move them to another stage in the pipeline. 602 00:38:06.630 --> 00:38:07.130 And 603 00:38:07.430 --> 00:38:07.930 finally, 604 00:38:09.395 --> 00:38:09.895 automatically 605 00:38:10.835 --> 00:38:11.335 automagically, 606 00:38:12.275 --> 00:38:16.214 without you guys doing anything, we're gonna decide that this person 607 00:38:16.835 --> 00:38:17.815 is not interested. 608 00:38:18.994 --> 00:38:23.575 Right? Not not a good fit. Not didn't buy. Like, just they're not interested at all. 609 00:38:23.875 --> 00:38:24.375 So 610 00:38:25.210 --> 00:38:29.630 didn't buy is for post call. Not interested means you've exhausted all efforts. 611 00:38:29.690 --> 00:38:32.350 They're just not interested in your product. So 612 00:38:32.890 --> 00:38:33.710 that's that. 613 00:38:34.250 --> 00:38:36.110 Go ahead, Ryan. What's happening, man? 614 00:38:36.650 --> 00:38:37.290 Yeah. So, 615 00:38:37.850 --> 00:38:39.705 good question. I normally don't, 616 00:38:40.185 --> 00:38:40.905 do the, 617 00:38:41.785 --> 00:38:42.285 step, 618 00:38:43.225 --> 00:38:46.205 triggers and then add a like, an email, 619 00:38:47.145 --> 00:38:47.965 if condition 620 00:38:48.265 --> 00:38:52.265 because that if condition takes care of the filters, if that makes sense. 621 00:38:52.265 --> 00:38:54.285 So, like, in in this instance, 622 00:38:54.970 --> 00:38:56.590 there's no reason to handpick 623 00:38:57.290 --> 00:38:58.570 if Calvin, 624 00:38:58.570 --> 00:39:04.170 canceled or if they didn't buy and then give a thing and then filter out by the, they didn't buy thing. 625 00:39:04.170 --> 00:39:06.190 You could just dump everybody in there 626 00:39:06.730 --> 00:39:10.685 at the very beginning. Don't care which condition they're in, and then it just filters them out. 627 00:39:10.685 --> 00:39:12.125 If they bought, they don't get it. 628 00:39:12.125 --> 00:39:16.605 If they didn't, there are there everybody's in there and then they get it because they didn't buy. 629 00:39:16.605 --> 00:39:21.665 There's no reason that you're filtering them out with the individual triggers and then kinda going back to the filter. 630 00:39:21.805 --> 00:39:24.700 And to me, that that makes the the the triggers 631 00:39:25.079 --> 00:39:26.940 moot unless I'm missing something. 632 00:39:27.400 --> 00:39:31.339 The triggers I think you came a little bit late, but the triggers aren't just for the automation. 633 00:39:31.799 --> 00:39:35.180 Right? Like, they're for the pipeline itself too. 634 00:39:35.480 --> 00:39:37.420 You're talking about the automation triggers? 635 00:39:37.835 --> 00:39:39.674 Oh, right. Right. Yeah. Right. Yeah. Right there. 636 00:39:39.674 --> 00:39:43.934 Like, why why are you picking those to start the automation? Just send everybody 637 00:39:44.555 --> 00:39:50.075 in there, and then they either get the email or they don't based on whether, at that point, they've purchased at that point or not. 638 00:39:50.075 --> 00:39:51.934 It doesn't if they've already bought, 639 00:39:52.960 --> 00:39:54.800 they they won't get it because they've already bought. 640 00:39:54.800 --> 00:40:00.560 It it there's no reason to segment out the bought from not bought or couldn't schedule. It depends. 641 00:40:00.560 --> 00:40:03.920 Like, if they're just a regular lead, you you have a good point. 642 00:40:03.920 --> 00:40:07.485 If you wanna just throw every lead in here, that's fine and give them a secret price. 643 00:40:07.965 --> 00:40:14.625 The point I'm trying to make is if, like, they made the next step to try and book a call with you or you got on a call with them. 644 00:40:14.685 --> 00:40:17.725 That's the whole point. It's not just because they opted into your list. 645 00:40:17.725 --> 00:40:23.119 So the it's just a decision. So that makes sense too. Like Okay. So, I I get it. 646 00:40:23.119 --> 00:40:24.819 So you're saying the people that, 647 00:40:25.520 --> 00:40:28.180 show us the tickets coming to speak with us Yeah. 648 00:40:29.119 --> 00:40:31.220 And then David, you get the secret price? 649 00:40:31.520 --> 00:40:36.165 Yeah. Yeah. Yeah. Yep. Exactly. I got I I got it. Okay. They're a little bit level warmer. 650 00:40:36.545 --> 00:40:37.505 Cool. Cool. Yeah. 651 00:40:37.505 --> 00:40:46.484 So they're, like, kind of a warm lead, not necessarily just I mean, everybody's warm if they've opted in, but they're warmer than just someone who just got your freebie and dusted you. 652 00:40:46.704 --> 00:40:50.244 So Got it. Okay. Because in theory, you'd probably give that discount 653 00:40:50.600 --> 00:40:54.440 on the call or something if it looked like they're gonna walk away without buying. Right? Yeah. 654 00:40:54.440 --> 00:40:55.020 Yeah. Exactly. 655 00:40:55.560 --> 00:40:56.540 Good point. 656 00:40:57.800 --> 00:40:59.640 Cool. Alright. So we can 657 00:41:00.120 --> 00:41:04.625 this is it. This is the crux of it, guys. Now so what I wanted to do is test it a bit. Right? 658 00:41:04.625 --> 00:41:08.385 We'll just test it, and we can watch the people move through the pipeline stages. 659 00:41:08.385 --> 00:41:09.845 So let's just go to deals. 660 00:41:10.464 --> 00:41:13.125 And what I'm gonna do is I am going to, 661 00:41:15.905 --> 00:41:16.805 take this funnel 662 00:41:17.849 --> 00:41:22.670 and create a link. And I am going to go into an incognito window, 663 00:41:23.210 --> 00:41:28.430 and we're gonna just work through it. And we're gonna watch the person move through the funnel. 664 00:41:29.255 --> 00:41:33.275 So here's the first step. Again, this opt in page is means nothing. 665 00:41:33.655 --> 00:41:37.355 Don't focus too much on it. We'll just do I'm gonna make a new new guy. 666 00:41:37.735 --> 00:41:38.555 So pipe 667 00:41:38.935 --> 00:41:39.435 workshop 668 00:41:40.455 --> 00:41:41.435 and then do 669 00:41:43.640 --> 00:41:46.220 pipe workshop. Making a new contact. 670 00:41:46.360 --> 00:41:51.000 You can make millions of them with this trick if you didn't know it. And then sign up for my list. 671 00:41:51.000 --> 00:41:56.940 Make sure GDPR and opting in stuff. Can you see that check mark? Okay. Send me the freebie. 672 00:41:58.455 --> 00:42:00.235 Cool. So freebie's already going. 673 00:42:00.695 --> 00:42:04.295 Right? It's already going to their inbox. They're already on your list. They opted in. 674 00:42:04.295 --> 00:42:08.235 They got your thing. This is the next thing they're gonna see. Make sure it is 675 00:42:08.775 --> 00:42:09.975 important to you. 676 00:42:09.975 --> 00:42:13.835 Make sure that you're talking about your business, doing whatever you can to encourage. 677 00:42:14.650 --> 00:42:19.130 They might buy here. They might not, but we'll just go view Calvin. 678 00:42:19.130 --> 00:42:20.570 And, of course, we'll just 679 00:42:22.250 --> 00:42:25.390 that's not what the button means, but what we're gonna do is book a call. 680 00:42:25.610 --> 00:42:29.464 So first things first, so let's go back, and we should be able to see 681 00:42:30.325 --> 00:42:31.305 that we have 682 00:42:32.164 --> 00:42:36.984 this guy, Silas pipe workshop. He just was dumped into our 683 00:42:37.285 --> 00:42:37.785 pipeline 684 00:42:38.085 --> 00:42:38.825 just automatically 685 00:42:39.525 --> 00:42:41.545 because he signed up. So 686 00:42:41.990 --> 00:42:45.289 next, we're gonna book a call. Silas is gonna book a call with Silas. 687 00:42:45.990 --> 00:42:49.530 Let's see how that works out. We're gonna go ahead and schedule that guy there. 688 00:42:53.510 --> 00:42:54.010 Cool. 689 00:42:55.109 --> 00:42:56.970 Alright. So there's that. 690 00:42:58.905 --> 00:43:00.285 Let's go back and check. 691 00:43:00.985 --> 00:43:02.445 Let's refresh that guy. 692 00:43:03.145 --> 00:43:04.445 Call booked. Awesome. 693 00:43:05.305 --> 00:43:08.605 Now let's say we have the call. Let's test that automation. 694 00:43:08.905 --> 00:43:09.725 Right? So 695 00:43:10.410 --> 00:43:14.109 not a good fit. Not what I wanna do necessarily, but let's go, 696 00:43:15.049 --> 00:43:16.190 like, didn't buy. 697 00:43:16.809 --> 00:43:21.690 And let's just test that guy. So that's something you're gonna have to manually do. Right? 698 00:43:21.690 --> 00:43:25.585 You're gonna have to manually move them to the didn't buy side. 699 00:43:25.645 --> 00:43:28.704 Post call, you're gonna know immediately that it didn't work out, 700 00:43:29.005 --> 00:43:34.365 and we will go that way. Let's see if we can do it in one screen grab. I don't wanna hit sold. 701 00:43:34.365 --> 00:43:36.944 I'm gonna have to do this manually. So let's see here. 702 00:43:38.609 --> 00:43:39.430 Select action. 703 00:43:39.809 --> 00:43:43.010 Move to a pipeline stage. You can have it auto move, though. Right? 704 00:43:43.010 --> 00:43:50.710 If if as soon as you have the call, if it wasn't rebooked, they just auto moves them that they didn't buy after the call if they didn't purchase, can they? 705 00:43:51.305 --> 00:43:56.605 Yeah. You could have a like, you could create a wait step post call or something like didn't buy. 706 00:43:56.745 --> 00:43:59.245 You could definitely automate that for sure. 707 00:44:00.585 --> 00:44:04.365 Just wanted to keep this as basic as we could could for 708 00:44:04.825 --> 00:44:05.565 for the 709 00:44:06.320 --> 00:44:07.140 the folks. 710 00:44:08.640 --> 00:44:09.140 Okay. 711 00:44:09.520 --> 00:44:10.020 So, 712 00:44:10.480 --> 00:44:12.420 who's that? Oh, he's there. 713 00:44:13.119 --> 00:44:14.500 Cool. He's in. 714 00:44:15.200 --> 00:44:17.060 Awesome. Now this particular 715 00:44:17.440 --> 00:44:17.940 guy, 716 00:44:18.845 --> 00:44:20.464 if I wanted to go back 717 00:44:21.164 --> 00:44:24.065 and let's see if I can go back in this role. 718 00:44:24.444 --> 00:44:24.944 I'm 719 00:44:26.204 --> 00:44:26.944 going to 720 00:44:27.885 --> 00:44:28.385 buy 721 00:44:29.005 --> 00:44:29.505 actually, 722 00:44:30.045 --> 00:44:34.650 I think I can't buy with our fake credit card. Yeah. Maybe they can. Hold on. Except 723 00:44:44.150 --> 00:44:45.370 for everything. 724 00:44:48.335 --> 00:44:51.474 Yeah. It's not oh, region code. Nice. I missed that. 725 00:44:52.015 --> 00:44:53.474 Let's go Western Cape. 726 00:44:56.974 --> 00:45:00.255 I'm gonna have to enter this again. This may not work, guys. I'm in incognito tech. 727 00:45:00.255 --> 00:45:03.470 I can't remember how this fake Stripe card works that we have. 728 00:45:04.490 --> 00:45:09.150 Remember, it's tied to the order form or tied to the actual click. It could be some of the browser. 729 00:45:17.285 --> 00:45:18.664 Sweet. It worked. 730 00:45:21.045 --> 00:45:21.545 Alright. 731 00:45:21.924 --> 00:45:26.424 So it brought me to that next step. But so let's go back here, and we'll look at our pipeline 732 00:45:27.365 --> 00:45:29.145 and give that a refresh. 733 00:45:31.340 --> 00:45:33.280 And what do you know? He's sold. 734 00:45:34.380 --> 00:45:34.880 So 735 00:45:36.940 --> 00:45:37.440 voila. 736 00:45:39.340 --> 00:45:41.440 That's it. That's how it works. 737 00:45:41.580 --> 00:45:45.680 I know that was a lot and very long winded, but this is going to track 738 00:45:46.175 --> 00:45:48.515 your people through their life cycle 739 00:45:48.895 --> 00:45:52.435 of opting in, booking a sales call, and then purchasing. 740 00:45:52.975 --> 00:45:57.395 I'm not gonna wait fifteen days to show you how the email automation goes out. 741 00:45:57.775 --> 00:45:59.555 Just we're not gonna do that. But 742 00:46:00.095 --> 00:46:04.420 this is a basic kind of primer as fast as we could go through 743 00:46:04.720 --> 00:46:05.780 to help you understand, 744 00:46:06.720 --> 00:46:08.900 how to do the stuff. Right? 745 00:46:09.280 --> 00:46:11.859 So let me just go back to Beatrice. She had a question. 746 00:46:12.240 --> 00:46:15.825 Scheduling link, I would imagine the button would say schedule strategy session. Not yes. 747 00:46:15.825 --> 00:46:18.885 So if you missed that earlier part, I didn't edit anything 748 00:46:19.345 --> 00:46:23.685 in those particular landing page templates. You will have to edit all of them 749 00:46:24.225 --> 00:46:29.390 for context. Right? The point was to just kind of show you what the things can do. 750 00:46:29.390 --> 00:46:35.730 But, yes, you would definitely wanna edit that scheduling link button to say something about booking a call. 751 00:46:37.390 --> 00:46:37.890 Okay. 752 00:46:38.190 --> 00:46:40.289 Cool. Go ahead, Ryan. What's happening? 753 00:46:40.750 --> 00:46:41.250 Thoughts. 754 00:46:43.525 --> 00:46:45.845 Oh, sorry. I didn't realize I had my hand raised. 755 00:46:45.845 --> 00:46:48.165 I didn't really have anything, but I'll talk real quick. 756 00:46:48.885 --> 00:46:50.505 The one thing I'd add in here, 757 00:46:51.125 --> 00:46:52.005 this is really 758 00:46:52.645 --> 00:46:57.385 these sales pipelines are really built for sales Calvin people, you know, for that have a 759 00:46:57.880 --> 00:47:01.420 a a one line a script or whatever. So I guess what I'd 760 00:47:01.720 --> 00:47:10.365 often not toss out to people is that the the sole thing almost on these is is kinda inconsequential, I think, on these a lot of times because you may have a bunch of different products. 761 00:47:10.365 --> 00:47:14.285 You may have a bunch of different courses, different things, whatever. So if it's sold, sold what. 762 00:47:14.285 --> 00:47:17.645 Right? Or it could have been a small product. You'd want them to upgrade to a bigger product. 763 00:47:17.645 --> 00:47:19.665 So I think a lot of times on these 764 00:47:20.125 --> 00:47:25.490 is that it's it's more of the automation piece of them if they didn't, 765 00:47:26.110 --> 00:47:29.970 book a time or you didn't get the chance to to talk to them or whatever. 766 00:47:30.110 --> 00:47:33.310 I mean, what's automated on those earlier steps or whatever? 767 00:47:33.470 --> 00:47:36.674 Because it could be a myriad of of sales pieces. Right? 768 00:47:36.674 --> 00:47:42.155 It could be a a bunch of automations for different products or if you're new to wanting to buy one of them or all of them. 769 00:47:42.155 --> 00:47:46.255 You know? So Yeah. That's a great point. Yeah. And, to Ryan's point, 770 00:47:46.555 --> 00:47:49.454 again, you guys can use this Kanban, this pipeline, 771 00:47:50.075 --> 00:47:56.970 for anything you want. Like, it can do all kinds of stuff for your particular sales use case. Right? 772 00:47:57.270 --> 00:48:00.869 Works really good for calls, but it could work really good for all types of flows. 773 00:48:00.869 --> 00:48:04.410 What it doesn't really work all that great for is, like, very low ticket, 774 00:48:04.785 --> 00:48:09.045 you know, order form then purchase type of stuff. Like, that's basically inconsequential. 775 00:48:09.984 --> 00:48:11.105 I wouldn't worry about it for that. 776 00:48:11.105 --> 00:48:16.405 But if like, as your system, you know, has more complexity and people go through kind of 777 00:48:16.785 --> 00:48:18.480 the big f funnel. 778 00:48:19.100 --> 00:48:20.480 Right? Not like the Simplero 779 00:48:20.860 --> 00:48:29.520 feature set that we call funnels, but, like, your entire sales funnel itself, this would be a good way to kind of track that life cycle and people that go through it. 780 00:48:31.115 --> 00:48:33.515 Beatrice, could you have a yeah. Please. Yeah. 781 00:48:33.515 --> 00:48:38.315 I think you're already answering the question, but I wasn't there at the beginning of the call. 782 00:48:38.315 --> 00:48:40.895 So can you just remind me where to find the deals? 783 00:48:41.675 --> 00:48:44.550 Yeah. For sure. Yep. We hid them in a silly place. 784 00:48:45.430 --> 00:48:47.210 They're under this settings, 785 00:48:47.670 --> 00:48:50.410 and then you can go to account and then pipelines. 786 00:48:51.350 --> 00:48:52.810 They're here. Right? 787 00:48:52.870 --> 00:48:57.350 And then that's where you're gonna build the pipeline, and then you have to add the deals. Okay. 788 00:48:57.350 --> 00:48:59.690 So this is this is not new. Right? 789 00:49:00.225 --> 00:49:02.725 Not new. Definitely not new. Extremely 790 00:49:03.105 --> 00:49:03.605 underutilized. 791 00:49:04.145 --> 00:49:09.265 I will say that. Yep. And it's also for Skyrocket members only. Right? Yeah. 792 00:49:09.265 --> 00:49:11.925 Just to be completely clear about that. Yeah. Okay. 793 00:49:12.225 --> 00:49:12.725 Yeah. 794 00:49:13.859 --> 00:49:17.000 Cool. Thank you. Thank you. Thanks for coming. 795 00:49:18.819 --> 00:49:21.559 Alright, team. What else? Anybody got anything else? 796 00:49:22.500 --> 00:49:25.880 Did you learn something today, I hope? Sandy, what do you think? 797 00:49:26.214 --> 00:49:26.714 Crazy. 798 00:49:27.255 --> 00:49:28.954 Right? Ziplaro does all these things. 799 00:49:29.974 --> 00:49:30.714 I've been 800 00:49:31.175 --> 00:49:32.714 a member and a paid 801 00:49:33.015 --> 00:49:34.555 supporter of Ziplaro for 802 00:49:35.015 --> 00:49:35.994 over ten years. 803 00:49:36.295 --> 00:49:36.775 Amazing. 804 00:49:36.775 --> 00:49:41.560 Watching it, the growth is phenomenal, and I finally have a client where I can start to utilize this. 805 00:49:41.560 --> 00:49:44.140 So I'm happy it's here, and it's complex. 806 00:49:45.720 --> 00:49:46.940 Great. There's a lot. 807 00:49:47.640 --> 00:49:48.460 Love it. 808 00:49:48.920 --> 00:49:49.740 Love it. 809 00:49:51.025 --> 00:49:54.225 Alright. Anything else from anybody before we we shut her down? 810 00:49:54.225 --> 00:49:57.445 Again, this will get watched hopefully by thousands 811 00:49:58.145 --> 00:50:03.285 of people post call. Everyone was super busy this evening, I'm sure, which is totally fine. 812 00:50:03.505 --> 00:50:05.605 But thank you for joining me today. 813 00:50:06.290 --> 00:50:09.589 And then one more piece, if you know anyone 814 00:50:10.210 --> 00:50:16.310 that's just like you, tell them about Simplero, please, because we love having you, and we would love to have more of you. 815 00:50:16.369 --> 00:50:17.250 I did this morning. 816 00:50:17.250 --> 00:50:23.055 I was at the networking event, and I was like, we were talking about CRMs, and I was, like, listening to what they were saying. 817 00:50:23.055 --> 00:50:25.795 And at some point, I said, well, I have an all in one solution. 818 00:50:26.895 --> 00:50:27.395 Nice. 819 00:50:28.015 --> 00:50:29.215 Love the address. Hey. 820 00:50:29.215 --> 00:50:35.970 If you ever wanna become a partner, you let me know, and we'll we'll make you an affiliate too if that ever became something that was interesting for you. 821 00:50:36.109 --> 00:50:38.069 Yeah. I have a link. I'm with you. Oh, great. 822 00:50:38.190 --> 00:50:43.330 Share it with my clients who use Kajabi, and they find Kajabi very frustrating to use. 823 00:50:43.630 --> 00:50:46.050 I've heard that. I've heard that before. Yeah. 824 00:50:46.425 --> 00:50:49.085 And for the users of Kajabi, it's, 825 00:50:49.865 --> 00:50:50.925 from what I've seen, 826 00:50:51.305 --> 00:50:55.245 it's a little tougher as well. Your platform seems to be better. 827 00:50:55.705 --> 00:50:57.739 We're trying. You you can tell. 828 00:50:57.739 --> 00:51:01.850 Calvin is just, like, on the warpath just trying to simplify as much as possible. 829 00:51:01.850 --> 00:51:06.670 So Actually, can I ask a question real quick? Please. You say stylus or silas? 830 00:51:07.050 --> 00:51:11.150 It's stylus. The rest of the world says silas. You can call me whatever you want. 831 00:51:12.810 --> 00:51:15.115 So the so the person I was talking to, 832 00:51:15.655 --> 00:51:16.234 is actually 833 00:51:16.535 --> 00:51:18.155 a more like a product 834 00:51:19.175 --> 00:51:19.675 entrepreneur. 835 00:51:20.055 --> 00:51:22.075 She like, she's she's doing painting. 836 00:51:22.775 --> 00:51:23.255 Mhmm. 837 00:51:23.655 --> 00:51:27.415 Does that do you have a lot of people who have actual physical 838 00:51:27.910 --> 00:51:33.450 Because this is more service oriented and Sure. Like, coaches and stuff. But does that work also for 839 00:51:34.550 --> 00:51:35.050 actual 840 00:51:35.350 --> 00:51:35.850 items? 841 00:51:36.390 --> 00:51:40.790 It Calvin. But the one caveat is we don't handle inventory well. Yeah. 842 00:51:40.790 --> 00:51:42.870 Like, it's that's the main issue. Right? 843 00:51:42.870 --> 00:51:51.385 Like, you can create with the higher tiered plans unlimited products, but you have to handle, like, all of the the post sale Calvin, like Yeah. 844 00:51:51.505 --> 00:51:54.065 Of the mailing. I told her that. Yeah. Yeah. That makes sense. 845 00:51:54.065 --> 00:52:07.270 So, I mean, we have lots of artists that use it, but they use it to, like, market their business and create side, you know, niche, you know, specific stuff that goes along with the physical art and then a lot of them that do, like, art courses too. 846 00:52:07.330 --> 00:52:11.205 But they can still do CRM. I mean, they can they have the whole yeah. Okay. Cool. 847 00:52:11.205 --> 00:52:15.805 And you can even sell physical art. You just kinda have to, like, you know, keep track. 848 00:52:15.805 --> 00:52:18.625 Because you Calvin say only one is I would say not inventory. 849 00:52:19.005 --> 00:52:20.285 It has inventory there. 850 00:52:20.285 --> 00:52:25.165 You're talking about fulfillment or, like, shipping cost based on size and and drop shipping. 851 00:52:25.165 --> 00:52:25.905 Email us. 852 00:52:26.530 --> 00:52:27.030 Yep. 853 00:52:27.730 --> 00:52:30.150 Yep. Thank you. Awesome. Cool. 854 00:52:31.010 --> 00:52:36.050 Awesome, guys. Well, I appreciate all of you, and I hope you have a wonderful rest of your day. 855 00:52:36.050 --> 00:52:37.910 Thank you. You too. You too, Silas. 856 00:52:38.210 --> 00:52:41.750 Thanks. Thanks, Ryan. Thanks, everybody. Thanks for coming. Bye. Bye.