BUZZWORDS/PHRASES:

• Accountability to implementation
• Like-minded firm owners
• Use of you’re vs you are and there is = there’s
• Let’s highlight vacations cause most in the industry can’t take one cause there is always an emergency for clients or they have to run payroll, etc. while we want you to take an unplugged vacation (very enticing)
• Use the Notion page Breakthrough Course Outline page to see everything we are teaching... this is the exact stuff we will be covering
• Instead of the word course, let’s call it program since it’s a group coaching program not a group coaching course
• Include more scarcity because we are only taking 100 students and make that known everywhere so they know they have to take action
• I feel like a lot of this is talking about hiring but not more than that... let’s add info about systems, KPIs, structure, optimized offers, removable CEO and much more
  • Follow the POWER series to hit each point
• Include more information about the dates... not just the start date because we want to say we start 1/19 and end 1/21 (obvi with the start time and end time)
• I had a chat with Natalie who was interested in the retreat and the program and I wrote down every pain point she mentioned what she is struggling with:
  • Managing the team
  • Creating a team culture
  • How to step into a CEO roll in her own company and let go of being an “employee” because she’s doing it all
  • Struggling with her mindset of letting go of doing it all and being the contact for her clients
  • Reviewing and creating processes - she wants someone else to come in an fine tune them and make sure they are up to date
  • Streamlining all systems and things she’s implemented (and wants to implement)
  • She wants to ensure she’s creating the best service and experience for her clients (aka create client systems) and wants to keep that quality across the board with everyone on her team
  • She wants to implement Notion but has no idea where to start
  • Pricing and increasing rates - doesn’t know how to determine what clients need the increase and how to have this conversation, she also doesn’t know if she’s even profitable with each client
  • She wants to add on CFO and Advisory Services but she can’t because she’s stuck doing a lot of the work and can’t find the time to add them on and educate herself on these new services (she knows these services have the ability to charge extremely high so she feels like she’s leaving money on the table)
  • Lack of a sales systems - not sure what’s working because she’s not tracking the data, no real plan and just winging it and hoping it works, she doesn’t want to have to do prospect follow ups and instead wants to automate a lot of this and wants to know how to train others to do the sales calls for her
  • Doesn’t know where to start when capturing information - what video software, why film it and not just document it, how to bring it all together, how to get all her decisions passed along to others, how to use these same tools to add value for her clients
  • She doesn’t know how to measure the success of the company and team (KPIs)
  • Mindset issues - letting go, bringing on the right people, knowing her worth
  • How to run team meetings

DATA:

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