5 Day Challenge Work Flow
The things you will actively do are highlighted in yellow
1. PROMOTE YOUR CHALLENGE at a presentation or when you speak to someone - share the 5 day challenge info. link or QR code
2. The Lead (person interested) Goes To Your Challenge Opt In Page either by clicking on the link or scanning the QR code
3. The Lead Registers For Your Challenge by entering their name and email address on the challenge landing page (we might occasionally call registering for your challenge "opting in for challenge" and we might occasionally call your challenge landing page "the challenge opt in page" ... those are just different terms we use interchangeably)
4. A Confirmation / Welcome Email Is Automatically Sent to them after they input their name and email address confirming their registering for the challenge and encouraging them to book a call #1 with you. Additionally, after they input their name and email address, they are automatically redirected to the Thank You Page where we encourage them to book a call with you.
5. You Check Your Registrants Periodically in CBP to determine who has both registered for the challenge AND booked a call #1 with you and those who have registered BUT HAVE NOT booked a call #1 with you. It's a good idea to follow up with the people who have registered but not booked a call with you. Mallorie can show you how to do this on the Thursday Funnel Call.
Note: You will NOT receive an email, text, etc if someone registers for the challenge. But you WILL receive an email and text if someone books a call #1 with you. The reason for this is, if you do a speaking gig in front of 50 people and 40 people register for your challenge, you would be inundated with emails and texts letting you know about your challenge registrants which can get very overwhelming FAST....But we know not everyone who registers is going to book a call #1 with you so we reserve those email and text reminders that go to you for the people who do actually book a call #1 with you.
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6. The Lead Books A Call #1 With You ๐ฅณ๐
At the time of booking, a confirmation email is automatically sent to the lead with the zoom link for the call. The zoom link is automatically generated in the confirmation email. There is nothing you have to do there. At the time of booking YOU will get a text and email confirmation letting you know someone booked a call #1 with you.
(we will talk about where to find the zoom link for your call below)
7. You Have The Call #1 With The Lead
(leading up to the call #1 the lead will be getting a text and email reminder for the call with you 24 hrs, 1 hr, and 10 mins before the call)
When you are ready to start the call #1 with the lead, simply open up your Zoom (either in your web browser or via the Zoom app (easiest) ) and click โstart new meetingโ. Zoom will let you know at the top of the screen when someone has entered your zoom waiting room and you click โadmitโ to let them into the meeting.
Alternatively you could: open up your calendar in CBP, click on the appointment, and click "join meeting". See the Screenshots below...also Mallorie can show you this on the weekly funnel call as well.
You won't go to your email to find the zoom link, just open up your zoom and start a new meeting or go to your calendar and open up the appointment and there will be a button that says join meeting. Click that to start the meeting ๐
7a. On The Call #1 With The Lead Send Them The Link To Join Your FB Group
...up until this point they haven't seen anything about your Facebook Group yet so now is the perfect time to share that with them. Get them excited about joining the challenge and joining the group. Your excitement and enthusiasm will get them excited! If you need pointers for how to do a Call #1 as it relates to the challenge, ask Dr. Shaunna on the Monday Sales Clinic Call or ask Mallorie on the weekly funnel call OR here in basecamp in the community question board.
7b. Towards The End of Call #1 BOOK THE CALL #2 For After The Challenge
...Ideally the call #2 would be booked the week after the challenge when their schedule allows. If you aren't sure how to book a call #2 on your calendar, have Mallorie show you on the weekly funnel call. When you book that call #2 with them while you are on call #1, you both will get a text and email confirmation automatically sent to you. The lead's confirmation email will have the zoom link for the call. The lead will also get a 24 hr, 1 hr, and 10 min reminder texts and emails before the call #2 with you.
8. The Lead Participates In The Challenge
The lead will automatically get one email daily letting them know what to do for that particular day of the challenge. During the challenge week, there is nothing you HAVE to do. However, an optional thing you could do is post in your Facebook group to keep the conversation going around your challenge and just touch base with challenge participants and encourage excitement around the challenge. If you need ideas for what to post in your Facebook group during your challenge, Mallorie can assist with this as well. But remember, that is optional and not required on your part.
9. You Have The Call #2 With The Lead After The Challenge
(leading up to the call #2 the lead will be getting a text and email reminder for the call with you 24 hrs, 1 hr, and 10 mins before the call)
When you are ready to start the call #2 with the lead, simply open up your calendar in CBP, click on the appointment, and click "join meeting". See the previous screenshots above ...also Mallorie can show you this on the weekly funnel call as well. You won't go to your email to find the zoom link, just go to your calendar and open up the appointment and there will be a button that says join meeting. Click that to start the meeting ๐ Go through the call #2 process and either they become a client or you part as friends ๐ฅณ๐
That's it! Easy peasy! All you have to do is:
promote your challenge
follow up with challenge registrants who haven't booked a call #1 encouraging them to book a call with you
do your call #1s with those who bookedย
let your challenge run on autopilot
do your call #2sย