Greg’s Update:

Fails:

  • Didn’t write this week
  • Didn’t finish all the campaigns I wanted to finish building
    • Onboarding/discovery campaigns (after talks with the team we shifted strategies a bit which derailed that progress)
  • Setting up a web chat tool (I’m thinking of purechat but not sure yet as I haven’t started research yet)

Results:  

  • Month to Date Revenue
    • Feb One Time: $0
    • EMRR: $14,579
  • 2 sales calls
  • 2 new client kickoff calls
  • 2 client strategy sessions
  • An 80 minute couples massage with Sarah
  • A product demo of a Infusionsoft to Xero connection
  • A nice call with Richard Patey from funnel engine (previously Bootstrap Duel Podcast)
  • Got interviewed for the Create Your Own Life Podcast and MicScience podcast
  • Sent email introducing Morgan our new team member to our clients
  • Most of this week has been cleaning up our FreshDesk and Wrike apps to make the migration to Teamwork and Teamwork Desk
    • Started migrating some stuff but later today we are doing a full export from FD to TWD
  • Hopefully closing the other folks we’ve been chatting with.
  • Getting interviewed on a podcast – Create Your Own Life Podcast
  • Call with the founder of FunnelDash – The Fastest, Easiest And Most Accurate Way To Gain Clarity And Control Over Your Marketing Funnel Metrics. got cancelled.
  • Start working on my presentation for ICON
  • Got the customer nurture campaign created with the first 3 months of emails and that starts going out next week
  • I started a 6 month coaching program with Dan Martell and we had our first call yesterday and it was really good and there is homework which i’m excited about diving into and I mentioned to our Insiders I’ll be sharing this journey with them and even challenging them with some of the homework assignments SO if you want a sneak peak into that you’ll just have to join our Insiders group at zerotoscale.com/join
  • Spoke with a consultant who is going to be helping us build out our membership area so happy to have delegated that.
  • I switched my personal blog from ConvertKit to Active Campaign to get more experience with that and launched a client’s first AC campaign so excited to start watching that
    • It’s already interesting to learn the differences between AC and Infusionsoft and Drip

Plans:

  • I’m in SD for Traffic and Conversion Monday through Saturday so not much will get done but there are a few things on my list.
    • 1 to 2 blog posts
    • Get some internal work done on the campaigns I’ve failed on
    • Keep up coordination with the team as we have plenty of work for our clients. (side note, how do you define difference between client vs customer?)
  • I have some good meetings already booked to meet with folks at T&C and then will be spending 2 days with JLD and Kate post conference to hang with good friends.

Justin’s Update:

Fails:

  • FAIL – Go through the Advanced Marketing Course – it was down when I set aside time to get into it. All fixed now, so I’ll have to dive in this upcoming week.
  • FAIL – Did not get new website design finished as by Wednesday we had to work through new designs for the UI. Some of the original things just weren’t going to work well from a UX perspective. In addition, we’re sneaking in a couple more features.

Results:

  • $8.8k MRR with the software and $32.5k overall
  • Had a lot of clarity this past week after feeling a little stuck in the mud for the last month and a half.
    • Started with me figuring out how exactly we are going to structure sales and support.
    • Finalized what the next two hires will be for (customer support and sales)
    • Mapped out our entire internal backend to account for sales and support structure. Up until now it had been just commission tracking software. I also got this project setup in Github and Zenhub so that I can focus on this and keep tabs of progress.
  • So we realized we made the new pricing functionality behind the scenes WAY too complicated. I was trying to prevent a bunch of charges on the same day if a user signed up then 5 days later added like 8 users. I was concerned banks would block so many. But really, this is such an outlier situation that I shouldn’t have worried about.
    • We reverted back to a much easier process that would basically batch those 8 subscriptions together so it wouldn’t matter anyway.
    • The super unfortunate thing is, if we went this route from the beginning we would have not spent NEARLY the amount of time on this that we did. Very frustrating and I’m sure way more so for Dominic and Amna after we were banging our heads against the wall on this. Serious mistake on my part and we probably lost 3 weeks of progress here. Tough pill to swallow.
  • Hired two developers on Upwork and had them perform the same task which was to take an open source script and then modify it.
    • Plan was to use the code in our platform as it’s part of our overall backend.
    • I wanted to hire whichever one of them did the best.
    • However, by Wednesday I had gotten one developer to give me an ETA that was 3 weeks and the other hadn’t responded.
    • During this time, I had a developer that also had some design experience apply and I also offered him a test project.
    • I was looking to see how well they communicate, how quickly they jump at the opportunity, and how fast they can get it done. So I ended the contract with the first two guys ($0 out of pocket expense) and then hired the last guy based on how well the conversations and progress went.
    • We are going to be bringing someone on as a guest here soon that will be able to walk through this process more in-depth as well since he trains new developers and gets them placed into companies.
  • Mocked up what was needed for our new website and spent a lot of time reviewing and going over design tweaks. As I mentioned, we didn’t get the designs finished, but we do have 7 or so pages complete and I have someone working on those now to convert to html/css. I will then take the html/css and get it converted into a custom WordPress theme.
  • Invested quite a bit in a camera, green screen, lighting, and a mobile whiteboard this week. Really going to focus on putting together some quality videos going forward. I will basically have a whole studio setup in my home office.
  • I spent time Wednesday and Thursday just diving into the webinar world. Watched a webinar on how to do webinars by Amy Porterfield, started the LeadPages webinar course, and just made note of some tips for presenting and made a monster document in my Evernote to keep track of all my notes.
  • Got to walk through the new app. It is looking awesome, but I definitely uncovered a lot of UX issues which I made note of and we began fixing. It was fun even being able to play with it though.
    • I am really trying to account for a user’s first time experience and so this is driving the majority of the tweaks within the app.
    • I ended up needing to mock up three of the pages to make them easier to understand as well as create a new page which will essentially serve as a dashboard with onboarding steps to complete.
  • Fired up some facebook ads for our page. Set a $5 per day budget. Currently just have 62 likes on there. Going to run it through the end of March and see where things are at and see what happens in general with discussions, signups, etc. I’ll update everyone on how this goes.
  • Went back and forth with the designer from my agency on our new LeadFuze logo. The logo we have currently was something I threw together in 20 minutes and isn’t professional enough IMO.
    • So with version 2, we’re going all out on design and polish and want a professional logo.
    • We finalized the concept and I shared it with the team as well as my two mastermind groups and even with our Zero to Scale Insiders to get feedback.
  • I wanted to get back to writing more and managed to finish up two blog posts.
    • One is documenting how we went from $0 to $30k MRR in 12 months. It will be a guest blog somewhere… I need to look for the right home for it. If anyone has any contacts at Forbes or Huffington Post let me know.
    • The other is a guest blog for Pagely documenting some of the cold emails we used to grow LeadFuze. Sean Tierney from Pagely asked me to put it together.
    • Waiting until version 2 goes live to get these posted.
  • Dominic and I spent some time talking through the next phase of our prospecting capabilities and we have that mapped out now.
    • So excited for this as it will basically automate the prospecting.
    • It’s nice when we have one game changing release coming in the next few weeks and already have the next game changing feature planned out behind it.

Plans:

  • FROM LAST WEEK – Go through Advanced Marketing Course
  • FROM LAST WEEK – Finalize website page designs
  • Finalize the new designs within the app and have them sliced up into html/css
  • Take the finalized web page designs and get them sliced up into html/css
  • Begin taking the html/css of the website and get that converted into a WordPress theme using our newest developer in charge of internal projects
  • Create some content for the new Knowledge Base so we can get it ready for version 2.
  • Complete the webinar I’ve been talking about
  • Start planning the affiliate marketing program once the webinar is complete
  • Finalize new LeadFuze logo
  • Doing an email announcement swap with the owner of FoundersGrid – a weekly curated newsletter with Founder related news.
    • We are going to promote a product he has been working on to our list which has business contacts for 5k of the faster growing tech companies and he will be sending an email to his list with our announcement of version 2 as well as a special project I’m working on which I think could be a nice lead gen strategy for LeadFuze. More on this when I have it launched.

Resources Mentioned:

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