WEBVTT

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Hey, everybody.

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Welcome. Welcome.

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Give a couple minutes for everyone to kind of come on in.

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Today, we are working on a very specific thing. We are working on

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onboarding

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that activates.

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Right? And this may seem obvious to some of you, maybe not. But the point of tonight's workshop

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is creating onboarding flows and systems that

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are

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actually efficient and effective

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post sale or post sign up for whatever it is. Right?

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Are you directing people in the right manner to take the next step, to get activated, to go all in, to consume your content,

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whether that's a freebie or a purchased thing?

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So we're gonna go through that. I'm gonna put on a little presentation.

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And if you haven't been to one of these workshops, it's very specifically focused on one particular thing.

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Today is onboarding.

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And, at the end, we'll have a a q and a, and we'll we'll wrap it up. So thank you all for joining.

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I will check the chat as we go through.

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I'll try and get to any questions that I can as we're working through the stuff.

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But after the the workshop, there will be a q and a.

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So the first part of this is just a presentation,

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and I'm gonna talk about best practices and kind of what onboarding truly means and looks like and why we do it.

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And then the second piece, I'm going to demo

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kind of two, three ish, two and a half ish different types of scenarios where onboarding is gonna be really important and strategies that you can use.

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Again, it's gonna be really simple. These strategies can get very convoluted

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and complicated if you want them to, right, depending on what your product is, your niche, how, you know, how you deliver it in the back end.

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But the core concepts are gonna be the same.

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So without further ado, I'm gonna share my screen, and we are gonna get started.

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Alright. So this is a clean dashboard here, but we're not gonna start there.

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We're gonna start with a little presentation,

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just talking about onboarding in general. So we're gonna go

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here. We got this thing built for you guys,

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and

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let's go.

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Cool. So from onboarding to activation,

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building real momentum in the customer journey. So we're gonna start activating our users.

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And this little quote here, success isn't measured by the first email sent.

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It's measured by the first meaningful action taken.

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Right? There are lots of people that buy things

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and do nothing with them. So that's good and bad. Right? Maybe you made the sale,

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but they didn't make the change. They didn't make the outcome of the breakthrough.

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They're not gonna tell their friends because

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they got nervous or busy, and they just didn't do the thing.

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So that's what we're gonna try and avoid with tonight's talk.

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Why onboarding often fails? So some

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strategic pitfalls that people run into when they're trying to onboard or when you'd like them to onboard into your product or your thing.

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Information overload is huge. Providing everything at once leads to paralysis.

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So that's the first big no no. Don't try and tell them everything all at once with your follow ups.

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Right?

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Future focus. Highlighting technical access instead of user

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progress. Right? Like, you're you're talking about the thing, like, the the very specific

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step in the next part of your process of getting them onboarded instead of the progress side, the win.

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Right? People shut their minds off if things get too technical.

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Lack of direction, assuming users will find their own way without a clear next step.

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They probably won't. Right?

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And then some human factors, fear and confusion,

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ignoring the natural anxiety users feel when starting something new. That's gonna be big.

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People just, you know, deer in the headlights. I'm ready for this huge program.

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I don't even know what to do. I don't even know if I'm ready. Right?

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That can also lead to cancellation.

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Right? So we gotta be careful there. Like, get rid of that fear and confusion.

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And then distraction, failing to account for the noise of daily life and competing priorities.

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So that's big.

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So week onboarding is welcome. Here's everything we have. Where strong onboarding is welcome.

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Here's what to do first, and you'll see that come up a lot.

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Give them one next step after they have made your purchase.

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Cool. The activation point. Onboarding is successful only when a user takes a meaningful

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action that signals true engagement.

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Right? What is that action? What is that first meaningful action that says they have started?

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Is it booking the call? Right?

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Transitioning this is probably on the sales side, transitioning from interest to a scheduled commitment.

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That could be for, you know, sales calls.

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Completing a lesson. Logging in and completing a training module or lesson. That's a big one.

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Like, they have to start that first lesson of your course. Or it could be joining a community,

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making that first post or introduction.

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These are just a few examples, but this is what I really want you guys to think about.

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What is that first meaningful action that they must take when they buy your product?

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So here's where we're gonna talk about that. Finding your activation target.

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So finish the sentence for yourself and your business.

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My onboarding is successful when a new person does blank.

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What does that mean for you? Is it when they go and complete that first course lesson?

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Is it when they go introduce themselves into the community?

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Is it when they show up for the live webinar that they registered for?

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So what exactly are people buying from you?

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What is the first and meaningful action they must take,

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And why does this specific action matter for their success?

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And then what are the primary obstacles preventing them from taking that action?

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So everybody should be able to answer this question for themselves.

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Now onboarding is successful when a new person does blank.

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So think about the rest of this talk from that frame. What is it that they need to do first?

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Now we're gonna map this journey. So mapping the first step journey

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involves first the join. Right? The sign up, the purchase, the opt in, the event.

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Like, how did they get into your world? They joined via something.

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Order forms, landing pages,

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event registration,

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they joined.

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The second step is gonna be to orient them. So a clear confirmation

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and then set immediate expectations. This can come via emails. Right?

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The next step in a funnel, like,

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this is probably gonna be with email, though. Right? They join.

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We're gonna immediately tell them something somehow.

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And then step three would be direct, pointing them towards a single most important action.

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This is gonna, you know, be the key part of this whole talk here.

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Step four would be reinforcing them using reminders to maintain momentum and focus, reinforcing the thing that they just signed up for and said they were gonna do.

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Make sure they know what's coming, when it's coming, how it's gonna come, reinforce that same information.

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Step five is activate. This is the action.

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They took the action.

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You did all of the work in the back end, getting them to join, orienting them in the right direction, directing to them exactly what they need to do, reminding them that it's happening, and then they take the action.

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Cool.

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Now the last piece is the transition. What happens after they activate?

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So all of these things are involved with onboarding,

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and we'll kind of touch on all of it briefly later when we, go into the Simplero dashboard.

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So once the activation point is clear, the onboarding should be reverse engineered around it.

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So that's that's the that's a huge point. That's the key point.

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So figure out what that point is, and then we reverse engineer

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backwards and figure out how they get to that first clear win.

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So journey examples. So we're gonna do these two examples tonight.

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But just so we can put this

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on paper and you can kind of see what this looks like.

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If you had a free workshop sign up, for example, this is not say post sale.

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This is post freebie sign up or opt in or lead magnet type of thing.

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So they would join via a welcome email.

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They would get oriented with the workshop details. They would be reinforced with a reminder nudge.

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They would attend the workshop,

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and then the transition would be the follow-up offer to your big sale post

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workshop attendance.

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So that's a good way to onboard

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for the freebie side, right, or just in general for a workshop sign up.

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Example number two would be a paid course purchase. That's what we have. We're also gonna do that.

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They have the access email post sale. Right? They clicked on your order form. Boom.

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They got an access email that has username, password, link to content.

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The orient is gonna be the start here guide or email. Right? The reinforce is the login reminder.

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The activation is the lesson Simplero,

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and then the transition is the module two or lesson two unlock, which is great.

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Simplero does most of that automated. Right? With our dripping feature or locking feature,

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you can do all that stuff. We'll kind of talk about that.

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So those are two good examples we're gonna go through later, but you may have other examples.

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Let's say that you just sell one on one coaching. Right? They're gonna buy your thing.

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They're gonna be given the calendar to schedule with you, and you need to make sure they do it.

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Right?

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So they would have an automation email sequence, for example, post sign up, giving them the information and the link to schedule.

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You could we'll see this you'll see this come up a lot. You could add a tag

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once they've signed up based on a trigger, and then an automated email that looks for that tag after a certain time period.

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It says, did they sign up or not? If they didn't, send them an email to remind.

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We're gonna go through that.

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So a short onboarding sequence can be incredibly powerful if every step is aligned with the activation point.

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This doesn't have to be big, but you would be so surprised. I've done hundreds of audits.

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People miss this very simple part. Right? They either make it too complex, too complicated,

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and deer in the headlights happens, or they just say, cool. Here's your course,

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and then people never hear from them again. So you gotta find a balance in between the two.

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Alright. So entry and orientation.

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We touched on this a bit, but the entry points are things like an opt in page, a checkout from your product, an event registration.

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It could be just a form, or you could manually add someone to a flow.

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So what comes is the welcome and confirmation.

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The validation, they're gonna con you are going to confirm exactly what they joined to build immediate trust.

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Right? Maybe even tell a quick story. Like, they need to know why they're there.

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Set expectations,

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clearly state what's happens next so they aren't left guessing,

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and then define that first Calvin,

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an immediate action, what they should do right now to maintain the momentum.

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Primary goal, remove all ambiguity

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immediately

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upon entry to prevent early drop off. Right?

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Take all the confusion out of the way so they don't have any questions.

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They just know what to do next. One foot from the other.

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The power of one clear Calvin.

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Eliminate the choice for eliminates the choice paralysis. Right?

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If if, let's say, your customer gets access to your course, you don't tell them what to do, but every single lesson and module is published.

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It's not a bad thing. It's not a bad strategy. Like, they can see all your content at once.

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But if they have no context, they're not really gonna know, like, where to start necessarily. Yeah.

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Lesson one seems obvious, but you'd be surprised. Like, people don't know exactly

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what they need to do and when to do it. So what you should be doing is

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taking away that choice paralysis and doing things like dripping content so they can't see everything or making sure it's very clear in your onboarding email that for first or second one they receive,

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that the first step they should do is complete lesson one.

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Make it clear. Clarity wins. If they have to guess, you've already lost them.

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So some examples, like book your strategy call, watch watch the quick start video, complete the first module.

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Reducing friction. Super important. So here's the common roadblocks.

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Too many links are competing calls to action.

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Right? That's something that we don't want to do. That first email should not be full of, like,

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all the PDF downloads and,

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you know, you do lesson one, but also join the community and also at the same time watch these three recordings that I have set just for you, like, too much.

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Give them one thing to do.

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Unclear instructions or technical jargon.

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Talk to them like you, you know, assume that they don't know anything about you or your product.

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Is always a good thing to do, like, make it very clear.

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Excess excessive text or wall of words and emails.

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I don't know about you guys, but we all read probably lots of emails all day every day. I know I do.

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And if I see a massive wall, I'm

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less likely to

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spend the time to figure out what's truly going on. I might scan it, might miss something,

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keep it nice, clean, and lean.

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No clear start here button or entry point.

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Start here buttons are super important. People just click them. Right?

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You can add them in any email sequence and automation inside of Simplero.

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So start here buttons are good, especially in communities, things like that,

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and the lack of urgency or compelling reason to act.

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You gotta build in some sort of urgency. Right? Like,

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remind them why they signed up, why it's super important.

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Or if it's a cohort based thing, tell you know, make it time sensitive, things like that.

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Give them some sort of urgency

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or reason to act. So here's a friction checklist. Is there a single prominent start here link?

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Good. Have we removed all nonessential

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decisions?

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Is the why clearly stated before the how?

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That's big. Tell them why before you tell them how to do it.

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And then can the first step be completed in under two minutes? Is it literally open email?

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Welcome. Hey. Cool. Amazing. This is what I want you to do first.

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Can they read all of that and understand what they're doing in the first few minutes?

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And is the path activation visually distinct? Can they see it, you know, with big buttons and stuff?

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Simplification

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is the ultimate sophistication.

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Remove every obstacle between the user and the active point or activation point.

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Cool. So there's the next piece, reminder and reinforcement.

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This is the the reality of the distraction.

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Right?

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You'd be surprised. People are very, very distracted.

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Even if they bought your thing and they've, you know, been mulling it over for months and they finally click purchase, like, something's gonna come up guaranteed.

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People rarely act immediately.

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Life notifications and competing priorities often get in the way of the activation point.

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Good onboarding doesn't just welcome, it persists

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until the goal is met.

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We're not gonna be that annoying tonight, but you're gonna be able to see ways that you can become really annoying.

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Right? When we look at the dashboard

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through automations, we can make sure that we keep checking to see if they've done the first thing.

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So automated nudges, automations are gonna be big, triggered emails

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precisely,

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healthy urgency,

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deadline or timing, something you can always add, and then always keep reinforcing the value.

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Why are they doing it?

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And then transitioning beyond activation. After they finally activate, do the thing you said.

231
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So there's a bunch of different paths here. Right?

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If it's a nurture sequence, they got the long term value,

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community integration, and then regular check ins.

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That's a path that people might do for you know, we're talking just about nurture.

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Progression.

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Next module unlock, advanced training path, or milestone re rewards. This is after activation.

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What's happening? Or the conversion path, like the sales follow-up.

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They bought they did your lead magnet.

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Like, did you get them on a sales call?

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Were you able to follow-up with them, give them upsell opportunities, and then keep checking in?

241
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So never leave them wondering what now

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after they have taken that step to activate.

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Right?

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Have in mind what's next.

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Cool. This is kind of a recap. Right? We'll we'll touch back to this.

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But the point is

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that first activation point should be clearly stated in your mind, and then we need to reverse engineer it and figure out how to get people there.

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So now we're gonna take a look at

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a dashboard, and we're gonna talk about a couple of these examples.

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I am going to just pause, though, for a second

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and make sure

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that everyone

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is here, hasn't fallen asleep listening. Just checked you guys out.

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Good to see all your beautiful shiny faces. Thumbs up.

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Heather,

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love it. Daniel,

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you're the man. It's good to see you always.

258
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Alright. So

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we kinda walked through why it was super important. I built that flashy little,

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you know,

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PowerPoint presentation

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to to kind of push this idea home that people need to be onboarded correctly.

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Now there's so many ways to do this in Simplero, but I wanna make it, you know, simple for you to take the action.

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So we're not gonna demo all of them, but I want you to understand that this will translate no matter what your product is, what that end thing is.

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Right? Some of you just do coaching. Some of you just do events. Some of you just do community.

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Some of you do sites and courses. It shouldn't matter.

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There's always going to be some sort of follow-up

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post product purchase or list sign up.

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So first things first, let's take a look at an event.

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Like, if you were to just do a live event, it can be paid or free.

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The point is you're creating an event, and you're creating a registration for that event.

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How do we make sure people show up for it, and then what do we do after they show up?

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So I'm gonna go into this event here. I made this event called Silas test event,

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and we're gonna just take a look at it.

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So this is just a normal once off occurring event. It's happening

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this coming

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today

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to it already happened two hours

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ago. That doesn't matter. I built it out. It's fine.

280
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So we're going here, and we're gonna take a look at the settings.

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Now it's just a regular event.

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One of the handy things that this particular event has, which I recommend all of you do for all of your live events, is it's integrated with Zoom.

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Now if you integrate with Zoom, what it'll allow you to do is check to see if that person signed up and if they actually attended.

284
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When they join the event, we can see that Zoom action, and now you can

285
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do things with that action. You can add triggers, and then you can send emails.

286
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So if you knew if someone joined, you can also tell if someone didn't join.

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So here's our regular event.

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It has automatic approval, and this is gonna be the first step in making sure they're onboarded correctly.

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As soon as they are in or as soon as they sign up, they're gonna be sent an email automatically from Simplero.

290
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And it says you are registered for the event, and it's the event title, description, and location.

291
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You can update this and edit it if you want, but it's just built in. This is for you.

292
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This is the first touch. It's a touch, and it's just saying, hey. Here you are.

293
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They can reference it later.

294
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Now this is what's important.

295
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There's this trigger, like we just talked about, that says when they join an event, we're gonna add the tag.

296
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You can call the tag whatever you want. You can call it peanut butter falcon if you want.

297
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But this says event joined. So we're looking for that particular

298
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tag when they join an event, and this is gonna come in handy

299
00:19:55.745 --> 00:19:56.245
in

300
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this automation.

301
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So all events

302
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have an automations tab.

303
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And inside of this, you're gonna see that whole piece that we were talking about that we are going to give them that reminder sequence.

304
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This is built into all of our automations. This is actually defaulted into your accounts.

305
00:20:14.715 --> 00:20:16.495
And if it's not, you can talk to me

306
00:20:16.795 --> 00:20:19.755
after this, and we'll make sure that we set this up for you.

307
00:20:19.755 --> 00:20:24.895
And the newer accounts, it has this event reminder that goes off one day, one hour, and ten minutes before.

308
00:20:25.200 --> 00:20:26.100
So that's fulfilling

309
00:20:26.799 --> 00:20:28.980
the remind part of our onboarding.

310
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So this is here.

311
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As you can see, one day before the event starts,

312
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one hour before, and ten minutes before, we're gonna send them different emails that just give them access.

313
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Not gonna dig into these emails too much.

314
00:20:43.785 --> 00:20:47.405
You can definitely edit them, do whatever you want with them. But if you look at them here,

315
00:20:47.945 --> 00:20:51.545
we default some text in here. It's like, hey. What's your name?

316
00:20:51.545 --> 00:20:54.365
This event is coming up at this time. Here's the details.

317
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Make it prettier. Make it funner if you like. Add some gifts. It's all good.

318
00:20:59.230 --> 00:21:03.570
But this is built for you. So that's the first part. That's the reminder part of our,

319
00:21:04.830 --> 00:21:05.810
onboarding sequence.

320
00:21:06.750 --> 00:21:08.690
Let me just get this out of the way.

321
00:21:11.605 --> 00:21:13.225
Cool. So that's the remind.

322
00:21:13.525 --> 00:21:18.165
The next piece would be the event nurture. Right? Like, cool.

323
00:21:18.165 --> 00:21:21.990
They sign up for your event, and you got a reminder sequence telling them when it's gonna start.

324
00:21:22.470 --> 00:21:28.650
What probably would be more important for this particular event, especially if it's some sort of sales call or webinar,

325
00:21:29.110 --> 00:21:35.050
would be to do the important pieces, the welcome, the orient, the direct, and the activate.

326
00:21:35.775 --> 00:21:40.895
Right? So this first email you're gonna send post sign up is a welcome. Welcome into your world.

327
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Give some information about who you are and what you do.

328
00:21:44.415 --> 00:21:47.315
You can also have a link to the events. There's redundancy

329
00:21:47.695 --> 00:21:49.635
there. They can always find the event.

330
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We're gonna wait a day. We're gonna send them another email. We're gonna orient them.

331
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We're gonna tell them what's happening, help them understand what this call, this webinar, this workshop is gonna be about.

332
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Orient to them via this email.

333
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Wait another day, and then direct them.

334
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This is gonna make sure they understand that this is the very next step you need to do.

335
00:22:09.914 --> 00:22:13.615
This call is coming up, and you need to be ready for it with

336
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x number of

337
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things for the call, whether that's notebooks, whatever.

338
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Just give them what they need to do to get on that call. It's the direct.

339
00:22:23.310 --> 00:22:29.650
So that fulfills the rest of those things. Right? Then the last piece is the activate side.

340
00:22:30.110 --> 00:22:32.370
Right? So this is going to be

341
00:22:32.715 --> 00:22:33.215
a

342
00:22:34.475 --> 00:22:38.255
a email that goes out that's looking for that event joint tag.

343
00:22:38.635 --> 00:22:41.695
Right? So after they made it to the event,

344
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this is where you're gonna do that last piece. You can put in there your offer.

345
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So they came to your webinar. They maybe got your sales pitch at the end.

346
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They did the thing.

347
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So the last piece would be to send them the email to encourage them to buy our product.

348
00:22:58.870 --> 00:23:00.735
So this is all built out.

349
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This tag, if I remind you, was inside of the settings on the event.

350
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Looking for them to join,

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00:23:08.735 --> 00:23:14.035
tag was added. After the event ends is the wait step, send them the link to buy your product.

352
00:23:15.040 --> 00:23:17.860
We fulfilled all of it. They activated because they made it.

353
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And then afterwards,

354
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we reinforce what they were going to get or what they should do afterwards,

355
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and they're going to transition into a buyer.

356
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Now one piece that we missed here is the follow-up.

357
00:23:31.265 --> 00:23:32.885
So let's say they registered

358
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for the event, and then they didn't join. They came they they did all the work.

359
00:23:37.585 --> 00:23:40.245
They got your nurture sequence, and then they did not join.

360
00:23:40.625 --> 00:23:44.440
We're gonna wait in this little step one hour after the event ends.

361
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We're gonna send them that reinforced email that tells them what the webinar was about.

362
00:23:49.780 --> 00:23:52.920
And if we go in here and look, we're even gonna do something handy.

363
00:23:53.060 --> 00:23:56.025
We're gonna send them the recording to the webinar they missed.

364
00:23:56.025 --> 00:24:00.285
So they still don't completely miss out on the sales pitch and the thing that they signed up for.

365
00:24:01.385 --> 00:24:02.445
So, again, guys,

366
00:24:02.905 --> 00:24:03.805
this is not

367
00:24:04.345 --> 00:24:09.550
dogma. This isn't anything that anyone has to do exactly. These are this is just conceptual

368
00:24:09.929 --> 00:24:12.110
ideas on how you could create

369
00:24:12.490 --> 00:24:15.150
a a a useful and productive onboarding

370
00:24:15.770 --> 00:24:18.590
sequence for something like a live webinar,

371
00:24:19.050 --> 00:24:20.670
whether that's paid or free.

372
00:24:20.985 --> 00:24:24.125
So just to recap, we have the event reminders.

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We have the event nurture,

374
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and then we have the follow-up for those that didn't actually

375
00:24:29.785 --> 00:24:34.920
activate and make it to the thing that we asked them to do. Right? Follow-up needs to be included.

376
00:24:34.920 --> 00:24:37.260
They did not activate. What are we doing?

377
00:24:38.520 --> 00:24:39.900
I'm gonna stop right there.

378
00:24:39.960 --> 00:24:45.480
Just I would love to hear if you guys have any questions about this specifically if this becomes super important for your business.

379
00:24:45.480 --> 00:24:46.700
You do lots of events.

380
00:24:46.840 --> 00:24:52.075
Is there any questions that you have about this particular onboarding for a live event?

381
00:24:54.935 --> 00:24:57.835
Don't be shy, and that's fine. We can talk later too.

382
00:24:59.095 --> 00:25:01.890
This is pretty clear. Silas, thanks for this.

383
00:25:03.090 --> 00:25:04.950
I think the question that

384
00:25:05.570 --> 00:25:07.350
comes to me in

385
00:25:07.650 --> 00:25:08.790
this is,

386
00:25:10.610 --> 00:25:13.510
like, how to keep all of these,

387
00:25:14.495 --> 00:25:18.115
like, in the various kinds of onboarding I'm gonna be,

388
00:25:18.895 --> 00:25:23.875
you know, needing to do and and do better with my people and the prospects.

389
00:25:24.495 --> 00:25:29.710
You know, there could potentially be a whole bunch of automations out there, right, for

390
00:25:30.090 --> 00:25:31.130
different for different,

391
00:25:31.850 --> 00:25:33.150
pieces of the journey.

392
00:25:34.330 --> 00:25:35.310
Mhmm. Do you have,

393
00:25:36.330 --> 00:25:36.830
recommendations?

394
00:25:37.290 --> 00:25:38.750
Do you have any sort of,

395
00:25:40.490 --> 00:25:41.630
system for

396
00:25:42.010 --> 00:25:42.510
tagging

397
00:25:43.414 --> 00:25:45.355
that can help to keep

398
00:25:45.655 --> 00:25:46.554
all everything,

399
00:25:46.855 --> 00:25:48.395
like, in some sort

400
00:25:48.735 --> 00:25:49.235
of

401
00:25:49.895 --> 00:25:53.515
Sure. I'm I'm picking up what you're putting down. Yeah. Yeah.

402
00:25:53.735 --> 00:25:59.330
So let's let's think about that for a second. The the goal the end goal would be to not have

403
00:26:00.110 --> 00:26:00.929
all of these

404
00:26:01.950 --> 00:26:02.450
automations

405
00:26:02.750 --> 00:26:09.090
everywhere that we're not exactly sure where they came from or what they do or how they're connected to the main system.

406
00:26:09.625 --> 00:26:17.325
And something Simplero has done recently that kind of makes this a little bit easier is we've added relative automations to the object itself.

407
00:26:17.945 --> 00:26:22.365
Like, these automations are literally just attached to this particular event.

408
00:26:23.090 --> 00:26:25.510
Right? This event reminder automation

409
00:26:25.970 --> 00:26:26.950
can be reused.

410
00:26:27.330 --> 00:26:30.150
It sits here under marketing and then automations,

411
00:26:30.530 --> 00:26:33.110
but it's literally just connected to this event.

412
00:26:33.890 --> 00:26:40.024
So there are things that, you know, I built that are only in here. The follow-up and event nurture,

413
00:26:40.404 --> 00:26:44.105
they're just gonna be attached to this event. They're gonna go live

414
00:26:44.485 --> 00:26:45.385
here eventually,

415
00:26:45.765 --> 00:26:49.465
but, like, you're just calling upon them. Right? You're calling them forward.

416
00:26:49.470 --> 00:26:54.530
So you don't have to be worried about them firing in weird places because it's all about the trigger.

417
00:26:55.309 --> 00:26:58.270
And so I don't know if this answers your question very well.

418
00:26:58.270 --> 00:27:02.210
There's no way to kind of tag the events themselves. You could tag people.

419
00:27:02.615 --> 00:27:08.795
Like, if you wanted to make sure you always knew, like, for example, that they had been through the onboarding sequence

420
00:27:09.335 --> 00:27:10.395
of your blah,

421
00:27:10.775 --> 00:27:15.180
you could definitely add a step immediately in here that just adds a tag.

422
00:27:15.260 --> 00:27:18.000
That's something that'd be relevant for you, like onboarding

423
00:27:18.540 --> 00:27:19.580
initialized or whatever.

424
00:27:19.580 --> 00:27:24.080
They probably wouldn't use that word, but, like, this is how you would know that they made it in here.

425
00:27:24.380 --> 00:27:28.160
So that's a way you could tag the person to know that the event or that the automation,

426
00:27:29.180 --> 00:27:30.894
they ran through it. But, also,

427
00:27:31.195 --> 00:27:32.975
just to my previous point, like,

428
00:27:33.514 --> 00:27:34.495
inside products,

429
00:27:34.955 --> 00:27:35.455
lists,

430
00:27:35.835 --> 00:27:38.575
events, any automations attached to them,

431
00:27:38.955 --> 00:27:43.135
they're gonna be listed here, which means they're relative to that particular,

432
00:27:45.059 --> 00:27:50.120
object. They're gonna be also listed under automation so you can see them at a glance.

433
00:27:50.340 --> 00:27:54.020
But the trigger is the main point. They're not just gonna fire whenever they want.

434
00:27:54.020 --> 00:27:57.400
They have to have the correct trigger, so it's listening for that trigger.

435
00:27:59.285 --> 00:28:03.545
Is that helpful, or was that two words? Yeah. That's good. That that's good information.

436
00:28:04.325 --> 00:28:05.865
I think I think the

437
00:28:07.445 --> 00:28:09.365
the the main thing is I I,

438
00:28:11.850 --> 00:28:16.590
like, people are we're gonna be adding tags to people, and I guess the

439
00:28:19.049 --> 00:28:27.309
it's it's sort of a it might be just kind of a a meta question, but it's like is there a is there a do you have a system for how to tag

440
00:28:28.625 --> 00:28:30.085
how to apply tags

441
00:28:30.385 --> 00:28:34.784
so that you can keep so that your tags make sense when you look at them?

442
00:28:34.784 --> 00:28:36.645
You can kind of, you know, you can

443
00:28:37.664 --> 00:28:41.365
they're organized. Like, all of your tags are in some sort of a hierarchical

444
00:28:41.910 --> 00:28:44.250
tree structure of some sort so that

445
00:28:45.190 --> 00:28:45.930
you know?

446
00:28:46.870 --> 00:28:50.490
So, like, a best practices for tags. Yeah. Yeah. I would say

447
00:28:51.750 --> 00:28:53.370
we don't. We don't have necessarily,

448
00:28:55.154 --> 00:28:56.855
like, kind of, like, that that meta

449
00:28:57.235 --> 00:29:02.054
best practice that you're talking about because everyone likes to do tagging differently.

450
00:29:02.434 --> 00:29:06.054
They all have kind of different systems in place. But I would say that

451
00:29:06.355 --> 00:29:07.335
what makes it

452
00:29:07.970 --> 00:29:09.590
kind of easier or helpful

453
00:29:09.970 --> 00:29:15.990
is that when you're trying to figure out what happened to people or what people have been through or what they've done,

454
00:29:16.290 --> 00:29:23.045
this contacts tab is super helpful because you can just drill down and filter based on things like tags.

455
00:29:23.345 --> 00:29:25.685
Yeah. So that's also a way, like,

456
00:29:25.985 --> 00:29:28.565
people throwing out tags left and right. They

457
00:29:28.945 --> 00:29:32.965
start triggers. They start automations. They just organize people.

458
00:29:33.550 --> 00:29:40.210
But a way to kind of know what happened to to certain groups of people would be to just filter them inside the contacts

459
00:29:40.510 --> 00:29:41.010
section.

460
00:29:41.390 --> 00:29:45.870
Okay. That's that's good. I wish I had a better answer. Like, I kinda I I know what you're saying.

461
00:29:45.870 --> 00:29:46.245
Like,

462
00:29:47.205 --> 00:29:50.265
but, again, because Simplero allows for so much flexibility,

463
00:29:50.805 --> 00:29:55.205
people build their own systems and be like, I only tag people that do blah.

464
00:29:55.205 --> 00:29:59.125
Like, that's all I'm gonna do. And then they they kind of can keep track of that.

465
00:29:59.125 --> 00:30:05.809
We'll just provide an avenue for you to to aggregate those people and Makes sense. Yeah. Cool. Yeah.

466
00:30:05.870 --> 00:30:07.650
Another thing that might help is

467
00:30:08.030 --> 00:30:09.970
labels. People sleep on labels.

468
00:30:10.510 --> 00:30:12.290
So let's say you were to build

469
00:30:13.150 --> 00:30:16.929
a particular campaign that had an event. It had a list.

470
00:30:17.284 --> 00:30:18.184
That had a funnel,

471
00:30:18.485 --> 00:30:24.585
that had nurture sequence emails, like this thing, this kind of system that you built just for this particular offer.

472
00:30:24.725 --> 00:30:28.265
You don't want it to be mixed with this offer that you did a year ago.

473
00:30:28.565 --> 00:30:33.669
You can label those objects, and then you can always reference them based on their label.

474
00:30:34.210 --> 00:30:37.909
So think of that as like a folder almost, and that might also be helpful.

475
00:30:38.610 --> 00:30:39.110
Cool.

476
00:30:40.370 --> 00:30:45.105
Cool. Awesome. Thanks thanks for the question. Yeah. Hopefully, that was yeah. Yeah. That's all.

477
00:30:45.105 --> 00:30:47.845
If you have any follow ups, just let me know. Okay.

478
00:30:48.785 --> 00:30:53.125
Alright. Heather, I'm gonna check this chat real quick. Appreciate the session. Cool. Learning lots.

479
00:30:53.185 --> 00:30:54.805
Weekly live course you do.

480
00:30:54.865 --> 00:30:58.380
Will this be necessary for attendants that join weekly to your live event?

481
00:30:58.540 --> 00:31:00.800
Benny, I would say at a bare minimum,

482
00:31:01.180 --> 00:31:06.800
I think that the event reminder is super important. And if it's a weekly event,

483
00:31:07.340 --> 00:31:15.475
maybe you don't want to have it, like, the one day, one hour, and ten minutes before, but at least, like, the one hour before or maybe you could adjust it to be, like, twelve minutes before.

484
00:31:15.475 --> 00:31:18.375
I would make sure you have some sort of event reminder.

485
00:31:18.915 --> 00:31:23.175
I would definitely do that. Make sure like, that's the low hanging fruit for sure, Benny.

486
00:31:24.760 --> 00:31:29.179
And if you have any follow-up questions, let me know there, but I think that that would be

487
00:31:29.559 --> 00:31:30.460
the bare minimum.

488
00:31:32.679 --> 00:31:33.000
Okay.

489
00:31:33.000 --> 00:31:41.615
So Heather says, will your follow-up and event nurture automations be available as templates we can add to our automation in the future, or you'd have to create your own or would you have to create your own?

490
00:31:41.615 --> 00:31:45.554
You would have to create your own with these. And if you look at them, they're very rudimentary.

491
00:31:45.855 --> 00:31:49.955
Like, you just gotta kinda dig it in into automations and not be afraid of them.

492
00:31:50.015 --> 00:31:56.010
But I all I did was pick a very particular wait step an hour after the event ends, and then I added an email.

493
00:31:56.310 --> 00:32:00.250
Right? This is an event nurture. It was just a sequence of

494
00:32:00.790 --> 00:32:05.610
emails and wait steps, and that's all it is. Wait, email. Wait, email. Wait, email.

495
00:32:06.095 --> 00:32:10.915
The hard part would be making it fit everyone's particular context.

496
00:32:11.135 --> 00:32:13.875
That's why, you know, we would love to make

497
00:32:14.175 --> 00:32:15.235
defaulted automations

498
00:32:15.535 --> 00:32:21.539
that everyone could use, but we also don't wanna clutter accounts with things that maybe isn't useful for everybody.

499
00:32:22.080 --> 00:32:28.899
So that's why this event reminder one is defaulted in, but, like, this follow-up and event nurture one, I created just for this workshop.

500
00:32:29.440 --> 00:32:32.659
But it took me just a couple of minutes. So, hopefully, that was helpful.

501
00:32:34.585 --> 00:32:35.085
Cool.

502
00:32:36.345 --> 00:32:39.645
Alright, guys. We're gonna move on to the next

503
00:32:39.945 --> 00:32:45.305
piece. Now let's say you were giving access to a course. You had a site with a course.

504
00:32:45.305 --> 00:32:46.605
That was your product.

505
00:32:47.305 --> 00:32:48.365
So and

506
00:32:49.150 --> 00:32:52.030
by way of sight, there might also be a community there.

507
00:32:52.030 --> 00:32:55.410
So we're gonna touch on those two things too because these are extremely common.

508
00:32:56.030 --> 00:32:59.230
So next thing is we're gonna go look to at the product first.

509
00:32:59.230 --> 00:33:03.890
We're gonna go check this thing out, and I created this product called Silas test course.

510
00:33:04.534 --> 00:33:06.635
And inside of it, it's got some stuff.

511
00:33:07.335 --> 00:33:08.875
So we're gonna look at that first.

512
00:33:10.375 --> 00:33:15.495
So if I go to the product itself, just Simplero product. It's unlisted on my catalog.

513
00:33:15.495 --> 00:33:18.955
If you don't know what that means, don't worry about it. You can leave things unlisted.

514
00:33:19.654 --> 00:33:25.090
But there's nothing in here except for on the content tab, it gives access

515
00:33:26.590 --> 00:33:30.690
to the site and the course. Silas's workshop site, spelled incorrectly,

516
00:33:31.070 --> 00:33:34.610
of course, and then Silas's test course. Both of those things

517
00:33:35.150 --> 00:33:38.485
are being given access via the content tab.

518
00:33:39.265 --> 00:33:41.105
Now this is basic Simplero stuff.

519
00:33:41.105 --> 00:33:48.965
If you're if you're still unsure about that, we got a bunch of great workshops you can watch about literally just kind of mapping out access.

520
00:33:49.630 --> 00:33:50.130
But

521
00:33:50.510 --> 00:33:54.210
for the purposes of this workshop, just know that this product

522
00:33:54.669 --> 00:33:58.450
in the content tab gives access to this site and this workshop.

523
00:33:59.710 --> 00:34:04.929
So I wanna open those things as well at the same time. So we're gonna go ahead and open the site,

524
00:34:05.335 --> 00:34:07.995
and we'll even open the course just to kinda look at it.

525
00:34:08.935 --> 00:34:12.554
So there's a few things we're gonna do. The main goal is to get them to

526
00:34:13.415 --> 00:34:17.495
go to the first lesson of our course after they sign up. Right?

527
00:34:17.495 --> 00:34:21.969
And so what we want them to do, they bought the thing. We need them to go watch,

528
00:34:22.510 --> 00:34:24.289
consume, complete the first lesson.

529
00:34:24.670 --> 00:34:29.469
And that first lesson could be, what do you do here? Or, like, how do you do things here?

530
00:34:29.469 --> 00:34:32.829
It could be their first real introduction to your site.

531
00:34:32.829 --> 00:34:37.284
And, again, we don't wanna add too many steps to that either. Try and think,

532
00:34:37.665 --> 00:34:39.585
you know, a few steps outside of that too.

533
00:34:39.585 --> 00:34:43.824
Like, maybe that lesson just gives them their next step inside of your site.

534
00:34:43.824 --> 00:34:48.179
But the bare minimum, we need them getting access to your site and consuming the first lesson.

535
00:34:48.339 --> 00:34:49.639
So that's the goal here.

536
00:34:50.659 --> 00:34:55.400
If we look at this site, here's the site that it's connected to, Silas' workshop site.

537
00:34:55.859 --> 00:34:58.920
And we'll go to the configure tab and just look at that real quick.

538
00:35:00.020 --> 00:35:03.720
It's private, of course. I'm gonna skim by a lot of these,

539
00:35:04.315 --> 00:35:08.415
settings because they're not important, but just look at what we got going on here.

540
00:35:08.635 --> 00:35:09.935
This is the site itself.

541
00:35:11.435 --> 00:35:15.295
Just regular old plain Jane. Nothing nothing too crazy. Right?

542
00:35:15.595 --> 00:35:19.295
So this is the site. And if we go into the course,

543
00:35:19.690 --> 00:35:22.910
this is where we're gonna see some setting changes that are important.

544
00:35:23.770 --> 00:35:26.430
So the course lives on the site. That's how it works in.

545
00:35:27.530 --> 00:35:29.470
This is my, you know, woodworking

546
00:35:29.770 --> 00:35:30.270
course.

547
00:35:30.890 --> 00:35:32.270
The wall always wins.

548
00:35:32.970 --> 00:35:36.915
And we will go scroll down because this is what I want you to see.

549
00:35:37.455 --> 00:35:38.735
Now this is personal preference.

550
00:35:38.735 --> 00:35:43.955
What I did here is I said require lesson to be completed before continuing to the next lesson.

551
00:35:44.575 --> 00:35:49.730
This is going to be course wide. Right? This is a setting that you can choose to have or not.

552
00:35:49.730 --> 00:35:55.410
There's no real, you know, pluses or minuses. There's pros and cons to doing it either way.

553
00:35:55.410 --> 00:36:00.070
But what this is gonna do is it's gonna make sure that they can't move down

554
00:36:00.605 --> 00:36:01.105
my,

555
00:36:01.645 --> 00:36:04.365
course lessons until they've completed the previous one.

556
00:36:04.365 --> 00:36:07.585
And it's just a personal choice I made, but it's also gonna prevent them

557
00:36:07.885 --> 00:36:11.244
from being overwhelmed and being able to kind of click around.

558
00:36:11.244 --> 00:36:13.585
We want them to complete lessons as they go.

559
00:36:13.964 --> 00:36:15.810
So that's one setting that I set there.

560
00:36:16.370 --> 00:36:19.110
And then the next piece is if I go to

561
00:36:19.890 --> 00:36:20.870
inside here,

562
00:36:21.410 --> 00:36:25.603
we're gonna go to the lesson, the lesson that I want them to Simplero.

563
00:36:26.050 --> 00:36:29.775
I did something. So inside of this lesson, if we scroll down,

564
00:36:30.335 --> 00:36:32.674
I can see that I added a trigger.

565
00:36:33.214 --> 00:36:35.795
And the trigger is when lesson is completed,

566
00:36:36.095 --> 00:36:40.575
we're gonna use tags again. We're gonna add the tag completed lesson one.

567
00:36:40.575 --> 00:36:45.540
Now this is gonna become super important during our onboarding sequence because just like the event, we want them to take

568
00:36:46.260 --> 00:36:49.640
the action. And this is the Calvin. So now we can track the action.

569
00:36:51.540 --> 00:36:54.660
So there's the site. There's the course. Doesn't matter what's on it.

570
00:36:54.660 --> 00:36:57.460
Doesn't matter how many lessons, modules. It really doesn't matter.

571
00:36:57.460 --> 00:37:03.265
We want them to take that first step. So what we're gonna do is we're gonna go back to our

572
00:37:03.965 --> 00:37:07.585
product, and we're gonna go to the automation step.

573
00:37:08.685 --> 00:37:09.185
So

574
00:37:09.885 --> 00:37:14.119
this is it should be a given no matter what you're doing. If you're selling

575
00:37:14.500 --> 00:37:15.400
a product,

576
00:37:16.180 --> 00:37:18.359
you should be sending them something

577
00:37:18.660 --> 00:37:19.480
post product

578
00:37:20.339 --> 00:37:24.680
purchase. Simplero gonna do it. Right? Like, in this content tab, we'll look again.

579
00:37:24.819 --> 00:37:26.905
If you put anything here, like

580
00:37:27.365 --> 00:37:29.385
the content file, like a PDF,

581
00:37:29.845 --> 00:37:32.724
access to groups, courses, we're still gonna send them an email.

582
00:37:32.724 --> 00:37:35.338
It's gonna be a system email straight from Simplero

583
00:37:36.085 --> 00:37:39.365
giving them access to the thing that you bought. You don't really have a choice.

584
00:37:39.365 --> 00:37:41.370
We wanna make sure that that gets delivered.

585
00:37:41.930 --> 00:37:49.850
But you definitely should be also sending them a follow-up email from you in your tone with your signature saying something.

586
00:37:49.850 --> 00:37:51.390
That's the very bare minimum.

587
00:37:52.010 --> 00:37:53.230
But what we have here

588
00:37:53.675 --> 00:37:58.415
is we are going to send them some emails that says five email sequence, but

589
00:37:58.875 --> 00:38:02.655
disregard that. We are sending them an email sequence based on them

590
00:38:03.035 --> 00:38:05.855
activating into this product. Here's the trigger

591
00:38:06.155 --> 00:38:09.215
under the automations tab, the name of the automation,

592
00:38:09.860 --> 00:38:11.160
and what's gonna happen.

593
00:38:11.460 --> 00:38:15.400
So as you can see, as soon as they activate, we're gonna send them a welcome email.

594
00:38:15.620 --> 00:38:17.560
It's gonna be a welcome to the product.

595
00:38:18.100 --> 00:38:20.920
We're gonna orient them. We're gonna help them understand

596
00:38:21.380 --> 00:38:25.714
why they're here, give them the big why, and then we're gonna direct

597
00:38:26.095 --> 00:38:26.595
them

598
00:38:27.055 --> 00:38:30.115
to the first step. Right? This is where you're gonna

599
00:38:30.575 --> 00:38:35.474
tell them click on this button here and go to your lesson and do it.

600
00:38:35.855 --> 00:38:38.674
So we look at this lesson or this email here.

601
00:38:39.270 --> 00:38:43.610
Again, I didn't put anything, but let's just play with it so you guys can see. Hey. Welcome.

602
00:38:46.550 --> 00:38:47.770
Big stuff.

603
00:38:49.190 --> 00:38:50.410
Make you happy

604
00:38:50.790 --> 00:38:51.290
here.

605
00:38:52.710 --> 00:38:53.450
And then

606
00:38:54.150 --> 00:38:54.650
complete

607
00:38:55.805 --> 00:38:56.625
first lesson.

608
00:38:58.045 --> 00:39:01.105
Now I can take this, and I can make it a link.

609
00:39:02.444 --> 00:39:02.944
Right?

610
00:39:03.484 --> 00:39:07.724
And I can give them literally a link to that lesson if I wanted to.

611
00:39:07.724 --> 00:39:10.450
I'm just gonna do, like, lesson.com.

612
00:39:10.450 --> 00:39:13.670
You can grab the link to the lesson, grab the link to the site.

613
00:39:14.049 --> 00:39:16.950
If they aren't logged in at this point,

614
00:39:17.329 --> 00:39:19.750
it it will just take them to the login first.

615
00:39:21.045 --> 00:39:25.945
But you just give them the link to the lesson itself. You can insert this, and now it's a button.

616
00:39:26.484 --> 00:39:29.065
So we got the welcome, the orientation,

617
00:39:29.685 --> 00:39:32.025
and then the ask for the first step.

618
00:39:32.565 --> 00:39:33.545
Save those changes.

619
00:39:35.170 --> 00:39:36.710
Now you could make this

620
00:39:37.330 --> 00:39:41.910
be, like, multiple emails. Right? This is just for the sake of this workshop.

621
00:39:42.370 --> 00:39:47.410
This first email is gonna have these three things in it. It's probably the good thing to do. Right?

622
00:39:47.410 --> 00:39:49.545
We wanna welcome them, orient them, and direct them.

623
00:39:50.744 --> 00:39:57.545
Now you can send more emails after that, just giving some more background, but we don't wanna convolute or confuse the message.

624
00:39:57.545 --> 00:40:02.125
Right? What is the next thing that they're supposed to do, and we need to keep checking for it?

625
00:40:02.750 --> 00:40:03.950
So that's where this comes in.

626
00:40:03.950 --> 00:40:08.849
We're gonna wait a day after we told them what we want them to do, that first step.

627
00:40:09.069 --> 00:40:11.490
Wait a day, and then we're gonna send them an email

628
00:40:11.790 --> 00:40:16.130
to reinforce the thing they're supposed to do. Did they complete lesson one?

629
00:40:16.349 --> 00:40:17.970
Now as you can see, it says,

630
00:40:18.345 --> 00:40:21.725
is not tagged. What we have here is a conditional statement

631
00:40:22.105 --> 00:40:22.845
that's saying,

632
00:40:23.145 --> 00:40:28.605
it's not tagged with completed lesson one. That means they didn't do it. So this email

633
00:40:29.145 --> 00:40:30.845
is going to remind them

634
00:40:32.810 --> 00:40:33.470
you didn't

635
00:40:35.530 --> 00:40:36.910
complete the lesson.

636
00:40:37.930 --> 00:40:40.270
Here is the link. Same thing.

637
00:40:40.810 --> 00:40:42.110
Make it super easy.

638
00:40:43.050 --> 00:40:44.910
Right? Display it as a button.

639
00:40:48.734 --> 00:40:50.994
And there it is. Right? So,

640
00:40:51.295 --> 00:40:55.555
obviously, put it in your language, but you wanna keep driving them back to do the

641
00:40:57.055 --> 00:41:00.175
thing. Made it super simple. Right? You can make this longer.

642
00:41:00.175 --> 00:41:04.600
You can have other wait steps depending on context, but the goal is to get them

643
00:41:04.900 --> 00:41:07.240
onto your site and consuming that first lesson.

644
00:41:07.780 --> 00:41:11.860
Now the next piece would be to add an email. We can just do this together.

645
00:41:11.860 --> 00:41:13.800
We can do also wait a day,

646
00:41:14.500 --> 00:41:16.840
and then we can say send email.

647
00:41:17.825 --> 00:41:20.565
And it's only gonna look for them. It's gonna say, cool.

648
00:41:21.425 --> 00:41:22.645
You did lesson one.

649
00:41:23.425 --> 00:41:23.925
Lesson

650
00:41:25.025 --> 00:41:25.925
one complete.

651
00:41:26.785 --> 00:41:28.165
Here's what's next.

652
00:41:29.760 --> 00:41:32.080
And it shouldn't necessarily say do lesson two.

653
00:41:32.080 --> 00:41:36.100
It can be whatever you want now, but you got them to get in, made the change.

654
00:41:36.160 --> 00:41:39.460
They did the first step. They're more bought in. They're ready to go.

655
00:41:39.680 --> 00:41:41.460
So this is now where you're going to

656
00:41:41.760 --> 00:41:42.660
remind them

657
00:41:42.960 --> 00:41:44.500
what they you know, post

658
00:41:45.115 --> 00:41:46.895
activation, what's coming.

659
00:41:47.275 --> 00:41:50.415
Now what you can do is send it only

660
00:41:51.995 --> 00:41:52.815
if contact

661
00:41:53.995 --> 00:41:57.775
has tagged or is tagged completed lesson one.

662
00:41:58.809 --> 00:42:01.869
So these folks here that still didn't complete lesson one,

663
00:42:02.250 --> 00:42:04.730
they're not gonna get this email. It says, cool.

664
00:42:04.730 --> 00:42:07.869
Here's the next thing because of this conditional statement.

665
00:42:08.329 --> 00:42:10.250
It's just gonna skip past them. Right?

666
00:42:10.250 --> 00:42:14.515
These people that made it to here, they're gonna finish out here, basically.

667
00:42:14.974 --> 00:42:17.067
And then if you add more steps, Simplero

668
00:42:18.255 --> 00:42:21.714
will look for what they qualify for and enter them into the next

669
00:42:22.095 --> 00:42:26.035
step in the automation. And they obviously do not make it into this one.

670
00:42:26.210 --> 00:42:28.130
So maybe you wanna remind these guys again.

671
00:42:28.130 --> 00:42:33.430
Maybe you wanna tell these guys again what to do, but you can easily do that with the automations and wait steps.

672
00:42:33.890 --> 00:42:35.589
Just wanted to make that kinda clear.

673
00:42:35.730 --> 00:42:42.785
And if this is still just, like, super overwhelming, we do have other workshops just on automation so you can get more context about

674
00:42:43.165 --> 00:42:45.905
them and how they work. But don't be afraid of them.

675
00:42:46.285 --> 00:42:47.185
Build a flow.

676
00:42:47.565 --> 00:42:48.945
Run someone through a test.

677
00:42:49.245 --> 00:42:51.165
Change the wait steps. This is a hot tip.

678
00:42:51.165 --> 00:42:57.180
Change the wait steps to, like, one minute and enter yourself into it, and you can see all of the things that happened.

679
00:42:57.640 --> 00:43:00.299
You can make a ticket with Simplero support

680
00:43:00.680 --> 00:43:05.980
using this widget here, and we'll look at it for you and say this will work or this will not work.

681
00:43:06.119 --> 00:43:08.380
Right? Hot tip. Don't forget to do that.

682
00:43:09.075 --> 00:43:11.415
But that's how you would get someone to specifically

683
00:43:12.275 --> 00:43:16.375
watch the first lesson or consume the first lesson inside of your course.

684
00:43:18.355 --> 00:43:18.855
Cool.

685
00:43:19.635 --> 00:43:20.790
Thoughts. Thoughts.

686
00:43:20.790 --> 00:43:25.210
I'm gonna move to the last piece, but I would love some thoughts of because I know lots of people do courses.

687
00:43:25.670 --> 00:43:29.850
Do you have any questions about, like, getting people activated into your course

688
00:43:30.150 --> 00:43:30.970
via that

689
00:43:31.510 --> 00:43:34.010
kind of very rudimentary onboarding?

690
00:43:34.994 --> 00:43:35.494
Kristen,

691
00:43:35.795 --> 00:43:36.454
go ahead.

692
00:43:37.635 --> 00:43:38.454
Hands up.

693
00:43:39.234 --> 00:43:40.055
On mute.

694
00:43:40.434 --> 00:43:41.394
Yes. Hi.

695
00:43:42.275 --> 00:43:49.859
I understand what Daniel was asking about in in the previous round because I have the same thing with the tags.

696
00:43:49.859 --> 00:43:53.000
I haven't been using them much. So I'm not sure,

697
00:43:53.619 --> 00:43:57.960
and but I have a lot of courses. So I'm going to go back and and find,

698
00:43:58.819 --> 00:44:01.720
some kind of logic inside. But that also means

699
00:44:02.155 --> 00:44:06.075
the example that you just did Simplero lesson one, I would

700
00:44:06.795 --> 00:44:08.495
in order for me to have

701
00:44:08.875 --> 00:44:09.535
a logical

702
00:44:10.635 --> 00:44:13.535
tag, I would also have to

703
00:44:14.315 --> 00:44:14.795
kind of,

704
00:44:16.010 --> 00:44:19.230
I think I would need to to use the tag

705
00:44:19.930 --> 00:44:24.349
the course name in the tag to start my Sure. Yeah. Yeah. Absolutely.

706
00:44:25.130 --> 00:44:28.089
Yeah. When I have it's no good for me to

707
00:44:29.315 --> 00:44:35.175
it doesn't help me to know that they have completed lesson one unless I also know which course it is.

708
00:44:35.555 --> 00:44:40.135
For sure. Yeah. Sorry. I don't mean to make this very simple, but I'm I'm making it universal.

709
00:44:40.275 --> 00:44:45.470
But, of course, when you guys yeah. When you build your tags, make them specific to the information.

710
00:44:45.610 --> 00:44:49.870
Okay. Yep. Absolutely. Yeah. Okay. So so there's no problem

711
00:44:50.330 --> 00:44:51.230
in doing that?

712
00:44:51.610 --> 00:44:53.850
No. Tags can be anything you want.

713
00:44:53.850 --> 00:44:57.630
Like I mentioned, you could you could make the tag peanut butter falcon.

714
00:44:58.105 --> 00:45:02.985
Yeah. It doesn't matter. As long as it, like, cues you into what the the thing is trying to do.

715
00:45:02.985 --> 00:45:05.805
Right? The tag is just a name. Yeah. So that's a great idea.

716
00:45:06.025 --> 00:45:11.559
Like, completed, you know, lesson one course blah or whatever you wanna do. Yep. Yeah. Okay.

717
00:45:11.559 --> 00:45:15.900
Absolutely. But I I I also have a question. You you mentioned the labels.

718
00:45:16.280 --> 00:45:20.760
Mhmm. Could you just repeat that? Because I don't think I quite understood. Or Sure.

719
00:45:21.000 --> 00:45:22.140
Show me an example.

720
00:45:22.599 --> 00:45:27.935
Yeah. Let's let's let's make this an example. Right? So this is a product, this test course product.

721
00:45:27.935 --> 00:45:30.355
I'm gonna give it a label. I'm gonna call it

722
00:45:31.055 --> 00:45:33.155
add a label, or we're gonna just say

723
00:45:33.935 --> 00:45:38.755
we're let's call it woodworking product. So I'm gonna create a new label

724
00:45:39.320 --> 00:45:41.180
and say woodworking product,

725
00:45:44.760 --> 00:45:47.420
and let's just make it, you know, brown

726
00:45:47.960 --> 00:45:48.940
because it's wood.

727
00:45:49.720 --> 00:45:52.975
And that's the label that this has now. Right?

728
00:45:53.355 --> 00:45:56.735
So we're just gonna go ahead and add that label,

729
00:45:58.395 --> 00:46:02.715
and then we're gonna do it to the site. I still have this tab open.

730
00:46:02.715 --> 00:46:05.295
I'm going to these three dots here. I'm gonna add the label,

731
00:46:06.320 --> 00:46:07.860
and I am going to

732
00:46:08.560 --> 00:46:09.700
woodworking product.

733
00:46:10.960 --> 00:46:12.260
Add that label there,

734
00:46:13.120 --> 00:46:18.960
and we'll do it last but not least to the course. So we can do that

735
00:46:19.995 --> 00:46:22.175
See. I think I need to go to the settings here.

736
00:46:22.635 --> 00:46:23.935
We're gonna go in here,

737
00:46:24.635 --> 00:46:25.775
and we can

738
00:46:26.955 --> 00:46:27.695
add labels

739
00:46:28.075 --> 00:46:29.215
to the course itself.

740
00:46:30.075 --> 00:46:33.375
And I'm gonna give it all that same label, woodworking product.

741
00:46:34.619 --> 00:46:36.240
Now this becomes important

742
00:46:36.940 --> 00:46:42.079
just for referencing all the things that may be connected. Maybe there's even a funnel

743
00:46:42.539 --> 00:46:44.240
for this particular woodworking

744
00:46:44.619 --> 00:46:52.095
product or a list with an opt in. Like, what drove them to finally buy this thing?

745
00:46:52.474 --> 00:46:55.935
Include that as well. So you have an entire campaign built

746
00:46:56.315 --> 00:46:58.335
for this very specific product.

747
00:46:58.955 --> 00:47:04.680
So I've added I don't have those other things to show you, but what I did show you is how I added them to these three objects.

748
00:47:05.220 --> 00:47:08.360
Now if I go to labels, I'm gonna open this in a new tab,

749
00:47:09.620 --> 00:47:11.400
I can see all the labels I've created.

750
00:47:11.460 --> 00:47:18.615
Like, you may have fifteen, twenty, a 100 labels here, but it's a label that is telling you what objects are a part of it.

751
00:47:18.935 --> 00:47:23.275
And for me, I use them so I can reference what things are connected.

752
00:47:23.735 --> 00:47:28.635
And objects can have multiple labels too. So it could sit in this bucket, but also in this bucket.

753
00:47:28.935 --> 00:47:37.430
But if you wanted to kind of visualize and structure how a campaign is built, you could label everything and then go to labels and then reference it.

754
00:47:37.430 --> 00:47:40.329
So this is what we're getting product. If I click on objects,

755
00:47:40.630 --> 00:47:45.675
it's gonna take me directly to all three of those objects, the product, the site, and the course.

756
00:47:45.835 --> 00:47:48.655
And I can open them all up from here, can do whatever I want.

757
00:47:48.955 --> 00:47:52.475
Doesn't do anything other than that, though. It's just an organization tool.

758
00:47:52.475 --> 00:47:54.495
So now I can see all of them at a glance.

759
00:47:55.915 --> 00:47:58.335
Thank you. Got it. Yeah. Thank you.

760
00:47:58.839 --> 00:47:59.339
Cool.

761
00:48:00.520 --> 00:48:05.640
Alright, gang. So let's bring us back real quick. We're gonna go over one more scenario.

762
00:48:05.640 --> 00:48:06.540
And let's say

763
00:48:07.240 --> 00:48:12.059
this this can be a scenario where, like, you have the membership site and a course,

764
00:48:12.599 --> 00:48:15.055
and on that membership site lives the course.

765
00:48:15.055 --> 00:48:19.075
But let's say there's a community and you want them to introduce themselves.

766
00:48:19.135 --> 00:48:23.875
Like, you want them to become involved. The first step is introduce yourself to the community.

767
00:48:24.015 --> 00:48:26.760
Very common thing now. Communities are getting huge.

768
00:48:26.920 --> 00:48:30.860
We're gonna just touch on that quickly because this one's actually really simple to do as well.

769
00:48:31.400 --> 00:48:33.820
So we're back here in our product.

770
00:48:34.280 --> 00:48:36.940
Right? It's called test course. Don't be confused.

771
00:48:37.400 --> 00:48:42.694
It's just the product. I could call it stylus test woodworking, but there is a course involved.

772
00:48:42.915 --> 00:48:47.315
Just the name I gave it. But I did something else here. There's the automations tab.

773
00:48:47.315 --> 00:48:50.115
We didn't touch on this one yet. It's called introduce yourself.

774
00:48:50.115 --> 00:48:52.880
Just named it, made it up myself, just added a couple

775
00:48:53.660 --> 00:48:56.400
steps. But you're gonna you're gonna kinda see a pattern here.

776
00:48:56.859 --> 00:48:58.799
When this participant is activated,

777
00:48:59.420 --> 00:49:02.720
we're gonna send them an email that says, don't forget to say hi

778
00:49:03.020 --> 00:49:04.640
if it's not tagged

779
00:49:05.025 --> 00:49:05.765
first post.

780
00:49:06.464 --> 00:49:08.244
So if that particular person

781
00:49:08.865 --> 00:49:11.285
did not get tagged with first post,

782
00:49:11.664 --> 00:49:14.484
we're gonna send him an email. I made this tag

783
00:49:14.785 --> 00:49:19.045
to show that I did that they did what? They made their first post in the community.

784
00:49:19.539 --> 00:49:23.799
And I waited one day because in my email sequence,

785
00:49:24.260 --> 00:49:26.279
I gave them the direction

786
00:49:27.220 --> 00:49:32.119
to introduce themselves to the community. That was the first thing I asked them to do.

787
00:49:32.595 --> 00:49:33.255
For example.

788
00:49:33.715 --> 00:49:34.675
They didn't do it.

789
00:49:34.675 --> 00:49:40.375
We're gonna wait a day, and we're gonna go ahead and send them an email saying, make sure you go do that thing.

790
00:49:40.835 --> 00:49:43.494
So this is the automation on the product side.

791
00:49:44.355 --> 00:49:48.060
And now if I were to go I'll show you where I was able to do that.

792
00:49:48.540 --> 00:49:51.680
Inside of sites, if I go to the site itself

793
00:49:52.140 --> 00:49:55.200
and I go down here to the configure tab,

794
00:49:56.060 --> 00:49:57.360
and there is a trigger

795
00:49:57.740 --> 00:49:58.480
on sites.

796
00:49:58.700 --> 00:50:05.184
Should always look for these trigger sections and tool tips because there's very specific triggers that work with objects.

797
00:50:05.325 --> 00:50:05.984
For example,

798
00:50:06.365 --> 00:50:09.105
this membership site trigger has stuff

799
00:50:10.285 --> 00:50:17.160
about what members do when they join, when they log in, when they upload photos, when they create their first post, or when they're absent.

800
00:50:17.940 --> 00:50:20.440
This one says member creates post,

801
00:50:20.980 --> 00:50:22.840
add a tag, first post.

802
00:50:23.300 --> 00:50:26.475
So, again, reverse the logic. We want them to create a post.

803
00:50:26.875 --> 00:50:28.735
They're getting a tag once they do.

804
00:50:28.955 --> 00:50:33.135
This particular automation waits a day, checks to see if they have.

805
00:50:33.355 --> 00:50:39.595
If they haven't, is not tagged, we're gonna send them an email. Says, don't forget to say hi.

806
00:50:39.595 --> 00:50:46.500
And then in the email, obviously, we're gonna link to the membership site to the forum where they can make their first post.

807
00:50:48.320 --> 00:50:49.540
Onboarding that activates.

808
00:50:52.560 --> 00:50:53.060
Cool.

809
00:50:54.000 --> 00:50:57.755
That's all I got. Go ahead, Daniel. Rock and roll. It's battle test

810
00:50:59.494 --> 00:51:03.895
this. This is this is great. I this is just so good. I'm glad I came to to this today.

811
00:51:03.895 --> 00:51:06.075
I really need to work on this stuff.

812
00:51:08.135 --> 00:51:13.580
One of the things that sort of intimidates me about setting up onboarding is because I just imagine all the different,

813
00:51:13.980 --> 00:51:17.420
contingencies, you know, the different things that people will sort of get hung up on.

814
00:51:17.420 --> 00:51:24.960
It just seems like I have to create these long lists of, like, multiple emails for every little possible, you know, bump in the road.

815
00:51:25.425 --> 00:51:28.405
Sure. Is there is there, like,

816
00:51:29.505 --> 00:51:39.205
a, a procedure that you like to use that is is something like, you know, you send them this reminder email, and then they wait for a week, and then they don't still haven't done the thing.

817
00:51:39.460 --> 00:51:41.080
And, like, if a week passes,

818
00:51:41.780 --> 00:51:42.280
then

819
00:51:42.660 --> 00:51:47.220
you'd you do a go to and, like, resend them the email that you sent them last week.

820
00:51:47.220 --> 00:51:50.760
And so you you don't have to, like, send set up 10 different

821
00:51:51.060 --> 00:51:53.140
follow-up emails. You just send them the thing that

822
00:51:54.365 --> 00:51:57.505
Yeah. So what you can do actually would make more sense is

823
00:51:58.444 --> 00:52:01.025
you could have that conditional

824
00:52:01.565 --> 00:52:07.269
start another automation and have that secondary automation just do the thing. Should be like, hey.

825
00:52:07.269 --> 00:52:12.010
Here's the reminder. Here's the reminder. Here's the reminder. So they don't actually leave

826
00:52:12.549 --> 00:52:14.329
the the main automation.

827
00:52:14.470 --> 00:52:19.349
They're just, you know, getting reentered into that reminder sequence one and washing out of it.

828
00:52:19.349 --> 00:52:22.685
Because they can be in two to three things at the same time. Right?

829
00:52:22.685 --> 00:52:30.765
So something like that could is is a better option as other than building this massive automation that's looking for conditionals the whole time.

830
00:52:30.765 --> 00:52:31.265
Yeah.

831
00:52:31.725 --> 00:52:35.400
Uh-huh. Okay. I think I understand. Could you say that again and just

832
00:52:35.880 --> 00:52:40.539
and and say how that would what that would look like? You'd set up a Sure. Yeah.

833
00:52:40.599 --> 00:52:45.720
So so, like, in let's say that they let's see if we can kinda play with this a little bit.

834
00:52:45.720 --> 00:52:49.579
So if we were to add let's add another step here.

835
00:52:50.555 --> 00:52:52.095
Let's send email

836
00:52:52.715 --> 00:52:55.215
or maybe that's not the best way to do it. So

837
00:52:56.075 --> 00:53:01.675
we need to look at the conditionals that people have. Right? So let's just do let's do another hand.

838
00:53:01.675 --> 00:53:02.895
So if they didn't

839
00:53:03.195 --> 00:53:04.015
do a thing

840
00:53:11.109 --> 00:53:12.410
let's start. Cool.

841
00:53:13.030 --> 00:53:13.530
So

842
00:53:14.309 --> 00:53:15.609
if I wanted to

843
00:53:15.910 --> 00:53:17.930
reenter them into another automation,

844
00:53:18.869 --> 00:53:19.609
I could

845
00:53:21.125 --> 00:53:24.265
create another action that says start automation.

846
00:53:25.125 --> 00:53:28.484
Now this secondary automation would just be we're just gonna call it sorry.

847
00:53:28.484 --> 00:53:31.385
I didn't mean to confuse you in the first part. Reminder automation.

848
00:53:36.730 --> 00:53:37.230
And

849
00:53:38.490 --> 00:53:39.470
here we go.

850
00:53:40.970 --> 00:53:42.350
Your automation step.

851
00:53:43.850 --> 00:53:45.310
So on that contact,

852
00:53:45.610 --> 00:53:52.525
it's gonna look for the thing they did or didn't do or you wanted to just the action that will bring them in here.

853
00:53:52.525 --> 00:53:52.925
Mhmm.

854
00:53:52.925 --> 00:53:59.345
And if you don't add a conditional here, everyone's just gonna, you know, get to that point, and it's gonna start the automation.

855
00:53:59.645 --> 00:54:03.645
But what you wanna do is decide what it is that creates that conditional statement.

856
00:54:03.645 --> 00:54:07.660
Only if they didn't do what. And it's mostly gonna be due to tags

857
00:54:08.359 --> 00:54:11.240
or emails that they've opened or not opened. Right?

858
00:54:11.240 --> 00:54:14.680
Like because that's the only things that we can kind of look for.

859
00:54:14.680 --> 00:54:18.859
So a number of emails in this automation clicked, a number of emails in this automation opened.

860
00:54:19.079 --> 00:54:25.205
If the conditional doesn't meet, then they would be entered into that reminder automation, the next Okay.

861
00:54:25.405 --> 00:54:26.305
You know, one.

862
00:54:26.845 --> 00:54:32.305
And then they would make it through that they would fulfill that step, and they would just keep going in your main kind of

863
00:54:32.685 --> 00:54:33.825
automation flow.

864
00:54:34.445 --> 00:54:34.945
Okay.

865
00:54:35.410 --> 00:54:40.690
If you can get, like, more contacts specific, we Calvin definitely, like, build it out via support ticket too.

866
00:54:40.690 --> 00:54:41.910
Like, give you, like

867
00:54:42.450 --> 00:54:44.770
yeah. Okay. That that that makes sense.

868
00:54:44.770 --> 00:54:48.550
So just so think in terms of that, like, set up setting up these little

869
00:54:48.875 --> 00:54:49.515
these little,

870
00:54:49.915 --> 00:54:52.575
side side stream. Lanes. Yeah.

871
00:54:52.875 --> 00:54:56.555
Side quests. Yeah. Yeah. Because those can be reused. Right?

872
00:54:56.555 --> 00:55:04.710
Like, they're just they're just there listening for that very specific thing, and they're super useful if it's the same email, like, you didn't check-in or you didn't blah blah blah.

873
00:55:04.710 --> 00:55:06.730
Right? Something that can be repeated.

874
00:55:06.790 --> 00:55:16.515
So look for those things that you anything in your your business that you have to do more than twice, you should definitely automate it, and Simplero will give you a way to do that.

875
00:55:16.674 --> 00:55:17.974
Awesome. But yeah.

876
00:55:18.994 --> 00:55:19.494
Cool.

877
00:55:19.875 --> 00:55:20.375
Question?

878
00:55:20.994 --> 00:55:21.494
Yes.

879
00:55:22.674 --> 00:55:23.174
Hello.

880
00:55:23.875 --> 00:55:24.775
Hi. Late.

881
00:55:25.555 --> 00:55:29.815
How's it going? And I I was retired, so I'm lying down. I feel very nice.

882
00:55:30.355 --> 00:55:33.730
Love it. Love it. I'm gonna do that after. Yeah.

883
00:55:34.030 --> 00:55:34.350
I,

884
00:55:35.230 --> 00:55:39.390
I have you know, in my courses, I have this thing that you recommend to

885
00:55:40.109 --> 00:55:44.609
I say the first thing you should do and then go there, you know, but I don't have the

886
00:55:45.095 --> 00:55:46.555
the didn't do it thing.

887
00:55:47.174 --> 00:55:51.515
But I also don't want to make the

888
00:55:52.214 --> 00:55:52.714
lessons,

889
00:55:53.015 --> 00:55:54.694
like, finished because I,

890
00:55:55.174 --> 00:55:59.319
I encourage them to do them many times, and you can do, like Sure.

891
00:55:59.640 --> 00:56:06.220
Many, many times, like, every day. You know? Yeah. So, then what, is there another way I Calvin sort

892
00:56:07.480 --> 00:56:09.339
of, tag it? Do you have another

893
00:56:10.040 --> 00:56:11.240
So let's think about that.

894
00:56:11.240 --> 00:56:15.615
Like, you don't have to make them invisible, and you don't have to require completion.

895
00:56:15.995 --> 00:56:18.335
No. Both of those things don't have to be options.

896
00:56:18.395 --> 00:56:22.655
All they have to do, though, is just click the button at the end of the lesson that says mark as complete.

897
00:56:23.195 --> 00:56:27.135
Like, they won't know to not do that. They're gonna go through it and just click that button

898
00:56:27.595 --> 00:56:29.130
Yeah. If that makes sense.

899
00:56:29.130 --> 00:56:36.569
Like, the other part that I said, like, hiding them or making sure the next one's not available, you can leave everything nice and available.

900
00:56:36.569 --> 00:56:41.069
But the only action would be that, yeah, they have to click the button at the end of the lesson.

901
00:56:41.465 --> 00:56:45.245
Yeah. They they usually don't do that. I know this or some people do, but

902
00:56:45.625 --> 00:56:51.065
usually, they don't do that until they sort of maybe they've done it, like, fifteen, twenty times or something.

903
00:56:51.065 --> 00:56:54.150
And then Sure. Now I haven't really finished with this.

904
00:56:54.150 --> 00:56:57.849
That could be after half a year or something. You know? Right. Right.

905
00:56:58.869 --> 00:57:04.010
Let's just go let's let's look. There might be another trigger that's not based on full completion.

906
00:57:04.069 --> 00:57:07.270
Because it's you know, my course is is like practicing things.

907
00:57:07.270 --> 00:57:13.455
It's not not like doing one step, and then next is like going back and practicing more and deepening.

908
00:57:13.675 --> 00:57:19.535
Sure. Yeah. Sure. So this is another one. So if we go back to the actual trigger itself,

909
00:57:20.075 --> 00:57:23.135
inside the lesson, it there's also this viewed.

910
00:57:23.730 --> 00:57:26.770
So viewed just means they opened it and looked at it.

911
00:57:26.770 --> 00:57:30.230
So the viewed could be the trigger that starts an automation

912
00:57:30.850 --> 00:57:32.390
that has a wait step. Like

913
00:57:32.770 --> 00:57:34.470
so they viewed it. We're waiting

914
00:57:34.770 --> 00:57:38.175
four hours, and then we're gonna say something or do something. Right?

915
00:57:38.175 --> 00:57:42.095
So I think that might be better. As opposed to completed, it would be just viewed.

916
00:57:42.095 --> 00:57:46.675
And it's just gonna add a tag as soon as they viewed the thing. Yeah. Does that make sense?

917
00:57:46.975 --> 00:57:48.895
Yeah. Makes sense. Yeah. Yeah.

918
00:57:48.895 --> 00:57:55.970
So now you'll know when they go back and view it and, like, every time they click on something, you know, again, it'll count as a view,

919
00:57:56.350 --> 00:58:00.530
and then we can fire automations and and do stuff with it.

920
00:58:01.070 --> 00:58:05.810
I haven't checked this lately, but in the beginning when I when I made the course, only

921
00:58:06.414 --> 00:58:11.934
the videos, you could see if they had actually watched it and how many times they'd watch it.

922
00:58:11.934 --> 00:58:16.835
But my lessons are mostly audio. Some are video, but most are audio.

923
00:58:17.295 --> 00:58:19.315
And they didn't register that.

924
00:58:19.700 --> 00:58:20.819
But maybe they register.

925
00:58:21.299 --> 00:58:26.660
Changed that. No. I I will check that. Yeah. I'll check it too for you. I got that. Yeah. Even out.

926
00:58:26.660 --> 00:58:27.160
Mhmm.

927
00:58:28.900 --> 00:58:33.460
Cool. Awesome. Thanks, Ingrid. Great question. So I think viewed will be good. Yeah. Yeah.

928
00:58:33.460 --> 00:58:33.940
So, I mean

929
00:58:34.500 --> 00:58:35.000
Mhmm.

930
00:58:37.095 --> 00:58:38.555
K. What else do we got?

931
00:58:39.255 --> 00:58:39.755
Oh,

932
00:58:40.695 --> 00:58:42.695
where will this lesson be available to you later today?

933
00:58:42.695 --> 00:58:46.075
Benny, we're gonna send you, if I'm not mistaken, a recording

934
00:58:46.535 --> 00:58:50.075
of this, but, also, it's gonna go in our workshops

935
00:58:51.260 --> 00:58:55.599
on our help site. And we'll just I'm gonna look at that real quick so you guys can all see it.

936
00:58:55.740 --> 00:59:01.440
Especially if you've never been here, it's super important to get yourself very familiar with this site

937
00:59:01.819 --> 00:59:03.839
and then also these training workshops.

938
00:59:05.125 --> 00:59:10.185
But this is where this is gonna sit. It'll live in one of these drop downs. It'll probably be under

939
00:59:12.005 --> 00:59:14.105
the content drop down.

940
00:59:14.725 --> 00:59:15.605
But it's gonna live here.

941
00:59:15.605 --> 00:59:19.385
We'll just drop the recording in later today, so you can always reference it there.

942
00:59:24.700 --> 00:59:25.200
Cool.

943
00:59:34.015 --> 00:59:38.734
Kristen, you raised your hand again. Yes. How can we help you? I'm so polite. I raised my hand.

944
00:59:38.734 --> 00:59:41.075
It's amazing. I love it. I love it.

945
00:59:41.855 --> 00:59:44.915
Well, I just wanted to tell you that, I I,

946
00:59:45.215 --> 00:59:48.000
joined one of these workshops just a few weeks ago.

947
00:59:48.000 --> 00:59:51.860
I've been away from Simplero and doing other stuff, and then

948
00:59:52.160 --> 00:59:56.500
I started my courses again. And just the ability to actually

949
00:59:57.200 --> 00:59:58.340
go through things

950
00:59:58.880 --> 01:00:01.140
with a person like this Yeah.

951
01:00:01.775 --> 01:00:06.835
I decided that that would be a good idea for my own courses as well. Even though

952
01:00:07.535 --> 01:00:14.515
I find that my courses are very well explained, and they should be able to just watch the videos and do the stuff.

953
01:00:14.930 --> 01:00:17.670
But it has been a huge success

954
01:00:18.210 --> 01:00:20.070
to invite my course participants

955
01:00:20.850 --> 01:00:21.910
to join me

956
01:00:22.530 --> 01:00:25.190
for, like, workshops, like live events.

957
01:00:25.570 --> 01:00:29.590
And Yeah. I do exactly the same thing that I do in my courses,

958
01:00:30.155 --> 01:00:34.974
but they get an ability or or they get a possibility to to ask questions.

959
01:00:34.994 --> 01:00:38.335
And so that was an idea that I got from,

960
01:00:39.195 --> 01:00:40.875
one of your workshops like this.

961
01:00:40.875 --> 01:00:52.660
And and I thought that's really and and that's something that I really like the change that Simplero has does has done because it wasn't like this, like, a year and a half ago.

962
01:00:52.660 --> 01:00:53.160
So

963
01:00:53.460 --> 01:00:55.140
so I just wanted to say that,

964
01:00:57.055 --> 01:01:02.255
the workshops in Simplero also inspired me to do my own workshops. Beautiful.

965
01:01:02.255 --> 01:01:03.715
It's been really helpful.

966
01:01:04.335 --> 01:01:10.435
I love that. Thanks, Kristen. So real quick. I got a question for you. If you are to do those,

967
01:01:10.790 --> 01:01:11.290
are

968
01:01:11.590 --> 01:01:18.490
you are you considering making it very easy for people to sign up for them by putting an events calendar on your membership site?

969
01:01:19.030 --> 01:01:21.530
I would say that that would be a next step for sure.

970
01:01:21.830 --> 01:01:27.075
Yes. But, that's one thing that I don't know how to do, but I'll probably figure it out.

971
01:01:27.075 --> 01:01:30.695
But I don't know how to put an event calendar on my

972
01:01:31.395 --> 01:01:32.755
on my side. Yeah.

973
01:01:32.755 --> 01:01:37.975
I'm gonna I'll show you really fast because it's actually super Simplero, but let's, I'll show you

974
01:01:38.300 --> 01:01:39.920
the two pieces that are required.

975
01:01:40.140 --> 01:01:43.580
So we'll just run through this quick while I gotcha, and you can watch the recording later.

976
01:01:43.580 --> 01:01:48.640
But we're gonna go to the event. I'm gonna just rip through this real quick, guys.

977
01:01:49.180 --> 01:01:53.760
And there's two things that need to happen. So you need to have the events calendar as a

978
01:01:54.335 --> 01:01:58.994
navigation item in your site, and then you also need to tell the event to go there.

979
01:01:59.214 --> 01:02:03.714
So, like, this Silas test event, I'm gonna go into it, and I'm gonna click on the settings.

980
01:02:04.335 --> 01:02:08.290
And I'm gonna say what site to list it on. So I would

981
01:02:08.750 --> 01:02:10.369
put it on my workshop site.

982
01:02:10.430 --> 01:02:14.750
So now Simplero knows to sit it there, and this goes for reoccurring events.

983
01:02:14.750 --> 01:02:18.050
Any events that you do, just tell us which site to put them on.

984
01:02:18.270 --> 01:02:23.405
And you're gonna see it right here, site listing workshop site. Now if I go to my site itself,

985
01:02:23.785 --> 01:02:27.465
this is a past event. We're not gonna see it, but I'll just give you the idea.

986
01:02:27.465 --> 01:02:32.525
So we go to this workshop site. I've clicked on it. I'm gonna edit layout and navigation.

987
01:02:33.980 --> 01:02:37.119
And now I can add it literally as a,

988
01:02:39.740 --> 01:02:41.839
nav item, the calendar right here.

989
01:02:41.900 --> 01:02:45.099
So they're gonna just see the upcoming events on the event on the calendar.

990
01:02:45.099 --> 01:02:47.200
They can click on them, join them at their leisure.

991
01:02:47.815 --> 01:02:51.755
So real quick overview, but that's all you'd have to do to do that.

992
01:02:52.295 --> 01:02:53.195
Right? So

993
01:02:53.495 --> 01:02:59.595
make sure the event is connected to the site, and then make sure there's a calendar on the site somewhere that they could access it from.

994
01:03:00.160 --> 01:03:02.340
Okay. Just just one last question.

995
01:03:02.800 --> 01:03:05.380
Okay. Because I am experimenting with having

996
01:03:05.760 --> 01:03:10.080
some free events events that anyone can join and some Mhmm.

997
01:03:10.080 --> 01:03:13.700
That way you have to be registered for for specific courses.

998
01:03:14.085 --> 01:03:17.224
But will they all show in in the calendar?

999
01:03:18.165 --> 01:03:22.665
No. So they're only gonna show yep. So this is the other thing. If they're free events,

1000
01:03:23.205 --> 01:03:28.580
that's not gonna be able to be seen on a private site, just so we're clear there. Right?

1001
01:03:28.580 --> 01:03:35.220
So, like, if it's the free p like, free to like, as a lead magnet or something else, that's gonna have to go on your main website.

1002
01:03:35.220 --> 01:03:40.740
You can make those completely free, put an events calendar on your main website through Simplero, and then they can see those.

1003
01:03:40.740 --> 01:03:47.195
So just be gotta be careful what visibility you're gonna provide, whether it's for postpaid or pre,

1004
01:03:47.575 --> 01:03:48.635
you know, lead,

1005
01:03:49.175 --> 01:03:52.635
but either one. Yeah. They both work. Thank you. Thank you.

1006
01:03:53.255 --> 01:03:57.180
Cool. Wanna answer Heather's question real quick. How often do you offer the live sessions?

1007
01:03:57.640 --> 01:04:00.619
So we're working on doing two of these workshops,

1008
01:04:01.240 --> 01:04:01.740
these

1009
01:04:02.200 --> 01:04:05.079
very specific task focused workshops a month.

1010
01:04:05.079 --> 01:04:13.315
We're gonna do two of those, and then we do have four times a week just live implementation calls where you just come and get your your questions answered.

1011
01:04:13.315 --> 01:04:17.075
So these ones are gonna be specific around a topic. Keep a look at our calendar.

1012
01:04:17.075 --> 01:04:19.495
You'll see the ones that are coming up. They're already listed.

1013
01:04:19.795 --> 01:04:23.815
And then, obviously, four days a week, come join us just for a chat.

1014
01:04:25.020 --> 01:04:25.840
So cool.

1015
01:04:26.540 --> 01:04:30.620
Awesome, Heather. Alright, guys. Any other questions about what we went through today?

1016
01:04:30.620 --> 01:04:34.880
Anybody got any questions about their particular kind of onboarding flow or setup?

1017
01:04:35.820 --> 01:04:38.640
Anything that I can help with before we take off?

1018
01:04:42.655 --> 01:04:43.155
Awesome.

1019
01:04:43.855 --> 01:04:48.435
Well, you guys have been great. It's good to see you all. Nice to meet all of you. See you again.

1020
01:04:48.655 --> 01:04:53.315
And, come join us again sometime. Thanks, Daniel. Thanks, Andrea. Thanks, Heather. Thanks, Gabriela.

1021
01:04:53.567 --> 01:04:55.666
Bye, guys. Thank you. Bye bye.

1022
01:04:56.046 --> 01:04:56.712
Take care, y'all.