- I didn’t get a blog post live but mainly because I’ve been working on copy for the bootcamp
- System.ly Month to Date Revenue –
- MRR: $25,842
- Monday we didn’t work too much and
- Sunday I went for a 4 hour moto ride up into the mountains to an area called switzerland pass and was the second time I had my bike on the dirt and it was fun.
- As you heard, the MRR went up and that is a result of adding 2 more clients to our new Advisor plan and actually also losing one client. The client we lost was one of our earlier clients that we were losing money on but last month we had raised their rates and offered a little discount since they were a long standing customer but they kept going back and forth between their Infusiosoft app and Mailchimp and in many ways kept making things worse so they are now goign to figure out their next move but I know it will free up more of Lisa’s bandwidth as she’s taking on the new Advisor clients.
- I had a kickoff call with two of our new clients (one of them is on a project basis and one is on the Advisor plan)
- I had a two hour brainstorm and planning session with Annie to map out all the deliverables for our bootcamp and apply dates to them and put on the calendar. We’re aiming for June 27th but i’m kind of feeling like we may need to push that back to the second week of July…
- The team put together some new task templates for areas of our onboarding experience which is great.
- Developed the order form and fulfillment campaign for the bootcamp so we can start processing payments as I’ll be mentioning it to my list starting this week.
- I got a fair amount of the copy written for the overview of the program but need to sweep through it again today and Monday
- One of the tasks related to this is deciding where I’m going to store the content. Obviously need to protect it in a members area but not sure if I’ll use ClickFunnels, Kajabi or just WordPress and Memberium for that. Each has its pros and cons. So I need to figure that out
- All the tasks related to the bootcamp as possible
- We have two kickoff calls next week with our 2 new clients
- And we have our first 2 hour implementation session which I want to be on to witness how that goes.
- 2 Strategy sessions with a client
- Getting interviewed for a podcast
- I have 3 sales calls scheduled
- I’ve been restructuring my schedule a bit and as a result i’m setting up more consistent meetings with the team. We currently have our team meeting at 1pm every monday. This is more leadership team. The account management team has a call at 4pm that day as well that i’m not on.
- My assistant and I now have a meeting for 30 mins every monday right after the team meeting and her and I are going to start a daily standup at 10am for 15 mins just me and her. I’d like to get the rest of the team involved but I think it’s more suitable for non client related items right now like our bootcamp.
- We have a few interviews lined up for Z2S as well which should be good.
- I have a coaching call as well.
- Figure out a plan for 401k and health insurance. Going to hold off on this for right now.
- LeadFuze software revenue is $24.4k MRR.
- Worked with a customer through our new IMAP roll-out as he beta tested it for us. Some hurdles there, but we were able to roll out some major integrations like Salesforce, Exchange, Office365, and Zapier. This is going to allow us to appeal to a lot more potential users now.
- Had a backlog of really good sales content from around the web that I saved for later in Feedly and so I put into the Slice of Sales newsletter and have the next four weeks of newsletters planned out.
- Organized an Epic inside of Zenhub. First time I’ve played with their Epic’s feature, but it’s pretty sweet. I mentioned I wanted to organize our weekly development sprint, but an Epic can span several sprint’s if need be, but keeps things together that are related.
- Finalized the training agenda. This went to the very last minute, but it is a full 6 days of training mapped out for every hour.
- Spent all day Wednesday and Thursday training Brittany, our new Customer Success Manager. I’ll be doing it today and through Wednesday as well. Here’s how the training breaks down:
- Wednesday and Thursday we spent the majority of the day in the app. I gave her homework to perform various prospect searches.
- Then on Thursday had her start looking for our ideal customers. I had her create a 5 part cold email sequence as well and we reviewed that together. This morning we’ll actually have outbound emails flowing for her. Her homework Thursday was to go through Intercom chats and the app itself and compile any questions and ideas. Luckily, she had done a lot of that before she even got hired. We had a couple of customer success calls as well.
- Friday we’ll review her feedback from Intercom, do some research on trial users. Today (Friday), we will be going through the demo process, finalizing a script and giving her reading material. Her homework today will be to create some rough demo videos of her going through the app and recording her screen.
- Monday we are going to review the videos together and then get Close.io setup with templates, smart views, etc. Get a good demo and trial process mapped out and setup.
- Tuesday we’ll dive more into the specific onboarding tactics and what needs to happen post paid signup. We’ll be reviewing current help/support documentation and putting together a plan for improvements there. Then we’ll cover how we’re going to attack webinars for free trial users as well as a more advanced webinar for paying customers.
- The last day of training will be Wednesday where she works on support documentation and then does a demo with me where I will roleplay as a potential customer. I’ll give her feedback on that and then cover what a normal work week should look like… then we’ll be wrapped up.
- We’re going to have her come on Zero to Scale to give her feedback about the process, challenges she had, what could be improved, where I suck… so that’ll be fun.
- Think I’ve figured out what I’m doing for an Amazon product on the side. Has to do something in the mental energy and focus category. Working on building out a site and an audience with it first. I hired a couple of content writers to put together some content for it and then I’ll work on building up the library and social presence.
- Finish training
- Going to Vegas
- Keep pushing out content!
- Organize another Epic relating to a user’s first experience in the app to try and fine-tune the onboarding experience.
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