THE PLAYBOOK
Learn how the Success Formula works and how we can help you get those ideal clients on your list.
Here's how we do it and how we'll make it happen.
What is the Success Formula Club Model and why does it work?
The Success Formula Club is a boutique Digital Marketing Agency, along with coaching support, focussing on one thing: to get you a rhythmic acquisition of ideal clients coming into your business on a regular basis. You see, the biggest problem we see time and time again with business owners is: “How do I get more clients, and how do I get them consistently?”.
There are plenty of systems available out there that promise to get you more customers, but there is a big issue with the majority of these processes. Wastage. Lots and lots of wastage (especially Ads!). And here’s the thing. You don’t need a flood of customers coming through your doors whilst spending thousands on ads every month. In fact, just a few ‘ideal’ customers would be a good start - and a rhythmic acquisition of these ideal clients would actually be a better, more sensible and a less wasteful option.
When you take into account the lifetime value of your ideal prospects - how much they could be worth to you for weeks, months and even years to come - as well as the opportunity for these lovely people to refer more ideal clients your way, you might see why it is so important to focus on getting these ‘high quality, high value’ clients into your business.
This is where we come in. At Success Formula Club, we use a ‘Hyper-Targeted Client Acquisition System’ to identify your ideal target and… well, go get ‘em! Yup, we use a tried and tested method of linking to your ideal clients using a common-shared interest. And finding this common thread is where the magic happens.
We will ask you for all of your own likes and dislikes, hobbies and interests, right down to the teams that you follow and the books you read, and then get you to fill in an ‘avatar’ questionnaire to get an idea of your ideal client’s likes and dislikes.
Then you simply give us names of people who you think would make an ideal client for your business, and we will use our research tools to discover which of these ten names share common likes and interests with you.
We then build you a hyper-targeted funnel (in Kartra) that will go directly to this person using this common thread… But first… we make sure that you become visible to this person using useful, interactive and specific content on social platforms, so that not only do they get to know, like and trust you as someone who is similar to them, but also confirm their own ‘suspicions’ that you are someone to keep on their radar.
When you do finally reach out to them, they will feel like they already know you, and may even share something in common with you. Plus, we add in a little sparkle and spice to make your business look really lovely before you are set to make the initial connection.
It’s kind of like business dating done right, because once you make initial ‘eye-contact’ (we also identify when, where and how your prospect interacts and where you can ‘wink’ at them) and they see that you are the real deal, with an interest in common… We hand the reins over to you to make your own magic happen using your bespoke funnel.
Now, crucially, you get to keep these targeted funnels (you can create loads of them, but more on these later), so you can use them time and time again to get more of what matters… ideal clients coming into your business on a rhythmic basis, so you can grow steadily without the hassle of finding new clients and having peaks and troughs in your cash flow.
Don’t worry if this sounds complicated, we make it simple for you by outlining all of the steps in the following videos so you know exactly what is happening and when and with whom, and can keep a track of the process yourself to make sure it is working for you throughout.
Because we don’t want you wasting more time, effort and most importantly, money on something that is not working.
Our motto is simple: You Grow - We Grow!
How do we find ‘your’ interests?
Before we match you with your perfect client, we will need to find out a bit more about you.
We will send you a Google form asking about your own interests and likes, hobbies and behaviours (don’t worry, this is totally confidential and secure).
Once you fill this in, go to the next step (all included in your membership).
How do we find ‘your’ perfect client?
We want you to imagine who your ideal client is in your mind’s eye and think about them as an actual person - and then fill in the Google form that we'll send to you as a part of your membership. This will allow us to get to know your ideal client by understanding their interests and likes.
You may not know a specific answer - but we would like you to guess-timate! Be creative. Or you could even ask someone who is already a client to help you. They’d love to be described as your ideal client, so why not ask?
Now send us your ‘shopping list’ of 10 names who you think would make a perfect client
OK, so now is the time to think about your ideal customer’s ‘avatar’ that you’ve been thinking about and who might fit into this mould (or they could be similar - it doesn’t have to be a male or female for instance) - but someone who is as close to perfect as possible.
You don’t have to know this person personally but they cannot already be a current client. The idea here is ‘a wish list’ of your top ten ideal clients. We will then research them and find the common interests between you.
If you know anything else about them, like their Facebook profile or Linkedin profile, location or job title - please add this so we don’t identify the wrong person!
When your list is ready (you'll receive the Google form when you join the Club) you can send it to us (don't worry, this is totally confidential and secure) and we'll get to work for you!
Research time!
We will now research your list and identify those who share common interests and likes with you, using specific tools. Using this common interest, we will build a specific funnel in Kartra (hyper-targeted client acquisition funnel) for you to reach out and connect with them directly.
We will now set our super-sleuths to work to find out more about them, what they like and dislike and crucially, the common interests that you both share. This will be your initial ‘point of contact’.
But before you can just jump in there and share your common interest, we need to prepare the ground first. For starters, you’ll need to get something ready for them to take action before you reach out. We need to build the hyper-targeted client acquisition funnel in Kartra first. And specifically, a lead page!
Business in a Box: What is Kartra?
Kartra is awesome! It’s the only piece of software you need. Each funnel you create for a specific client acts like an individual website. Kind of like the spokes on a wheel with you as the hub in the middle. You can use the same funnel multiple times or duplicate each one and make them bespoke. Both are so easy to do and we can even show you how to do it in a couple of clicks. Don’t forget, we’ll coach you through this whole process so you are doing it right and you get your questions answered and you are doing it right!
Let me quickly show you how powerful Kartra is:
Kartra Pages
Kartra has an amazing drag-and-drop page builder with hundreds of professionally designed templates. Ultimate flexibility and 100% mobile optimized. You simply add a page, choose a template and voila, it’s ready to use!
Learn more
Kartra Leads
Build your leads, prospects and customers database. Organize them in theme groups via lists and custom tags.
Learn more
Kartra Funnels & Campaigns
Engineer a multi-page funnel flow to convert visitors into leads, leads into customers, and customers into recurrent clients!
Learn more
Kartra Mail
Create live or automated email/SMS marketing campaigns to communicate and engage with your user base.
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Kartra Memberships
Deliver your content, course or training material with our professionally designed, drag-and-drop membership portal builder.
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Kartra Surveys & Quizzes
Identify the best way to provide quality products and services using lead segmentation and analytics to fulfill your customers' needs.
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Kartra Videos
Video marketers rejoice! Pop offers mid-way through your video, inject lead capture forms, multi-video playlists and much more.
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Kartra Helpdesks
Helpdesk portal with support ticketing and live chat. Fully integrated with Kartra Checkouts to also provide billing support.
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Kartra Calendars
Register and organize your one-to-one scheduled sessions with your customers, all from within one integrated dashboard.
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Custom Domains
Kartra gives you the option to create entire websites that are hosted natively in Kartra (and therefore lightning fast) or host the pages in your own website. You can even register your custom domain within Kartra so it looks like your Kartra site is your custom domain URL.
Kartra Forms
Gorgeous lead capture forms. Create your own custom fields with powerful tagging and automation rules.
Learn more
Kartra Checkouts
Sell products or services online through our secure and gorgeous checkout forms for both credit card and Paypal payments.
Learn more
Plus Affiliates, Agency, Marketplace, Integrations & API and more!
Crucially, YOU own it, not us… you will only need to pay $99 per month after your initial 30-day free trial to keep using all of these awesome features.
Introducing the Strategy Call funnel template
Now the greatest thing about Kartra is the fact that we already have the templates ready for you to use, and all we need to do for you to be able to use them in your own Kartra account is to create a unique funnel share code and upload it into your account.
This is another great feature of Kartra, because once you sign up to your 30 day free trial, we can request ‘Agency Access’ and do the heavy lifting for you!
Yup… if you’re scared of the tech, don’t be dismayed… we’ll do it for you. But if you love tweaking and fiddling with the technology, then that’s all good too - we can let you get on with it.
Either way, we’re helping you to grow, which makes us happy!
How do I contact the Success Formula Team to see progress?
Good point! We want to be there for you to help whenever you get stuck or need an answer to a pressing question (although we can’t tell you what the meaning of life is - oh, actually maybe we can… learn heaps, love lots, and pass it on - there you go!)... but The Success Formula Club team want to be able to help whenever you need it.
Even though you will be receiving weekly coaching with us, we also use something called Slack to communicate. Once you join the Club, we’ll send you a unique link with which to sign into Slack and join in the conversation. Don’t worry, it doesn’t cost you a thing and is completely secure.
We currently have a support team in the UK and in Asia and will be adding Americas time zone coverage into the operation soon, so we will have the times covered in case you need us.
How do I monitor the client acquisition status: How to access and use Asana?
Welcome to Asana, which is THE project management tool for companies across the planet. We like it because it's easy to use and really clear and you can join in for no charge to see what’s happening on your account.
We like you to see how we’re helping you grow, but don’t worry if it looks too technical, we can get on with the work and you can check in occasionally to see updates. Or you can get down and dirty and be a part of it. Your choice.
Where do I check the pages in Kartra?
Once you sign up for Kartra, you’ll have your own personal login. This is where you can see your funnels being created. The training in Kartra (The Kartraverse) is also a great source of information if you would like to know how to do things for yourself.
However, whilst you remain a client of The Club, we’ll be on hand to do it for you in case you need us to. Kind of like cars and driving. You don’t have to know what is going on under the hood to drive the car, but some people like to know what’s happening in the engine room.
We’ll share anything you need to know using Loom videos - which are walkthrough videos that you can access at any time.
How do I know if people visit my (landing) pages?
Great example! We’ll record a quick Loom video for you to show you how to access this and keep a track of your stats. You’ll be able to see your own growth in real-time. How exciting!
What do I do once my ideal client reaches out to me directly?
Simple. Be nice to them and share your common interest with them first. Then follow this simple rule: listen twice as much as you speak. No seriously, find out what they need, what their goals are, what the obstacles and challenges are for them and what they’ve done to overcome them already.
Once you find out what they need, repeat this back to them and then ask if they need any help solving it? This simple approach works beautifully and takes away all of the ‘sales’ fears that people have.
Once someone knows, likes and trusts you, (after all, they do share a common interest with you) - they would be happy for you to help them, right? Just make sure they’re a good fit with you and your own services first!
And now what?
Once you have a rhythmic acquisition of ideal customers coming through your doors, we’d like you to take this model and expand it further (as long as you want to).
Your ongoing coaching support will take you through how to maximise the process, as our marketing team use specific targeted social media strategies to ‘expand your brand’ and take your funnels out to more of the same clients using these common interests. We’ll be doing this together, so no need to be a social media expert… we’ve got you covered!
We use advanced analytics to see what is and what is not working and we help you use the right tags to get your message across more effectively to the right people.
The ‘You-Grow-We-Grow’ model
Ideally, your business should be helping more people, and in an ideal world, these people should be your ideal clients. We’re dedicated to making your business grow, so we can grow and help more people just like you*.
We recognise the value and importance of an ideal client. In fact, if you got this invitation and are reading this, you were on our shopping list.
How about that?
*Although we will be capping Club membership at 100 agency clients.
ABOUT US
The Success Formula Club is a Boutique Digital Marketing and Media Creation Agency dedicated to getting RESULTS! We use super cool tools such as Go High Level, Asana, Slack, Hexospark and Vista Social to name but a few. However, our clients get simplicity and transparency and none of the headache of using any of the 'tech', because we do it all for them!
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