Streamline Your Document Signing Process with Consumer Sales Funnel in Onboarding Forms

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hey guys can you hear me can you type in the chat if you can hear me in microsoft teams and then please also go to the facebook live i'm gonna paste the link here of the facebook live and then let me know if you can hear me there it's not showing all right so you can hear me in microsoft teams i'm just going to check in facebook hey dave good morning uh can you comment in facebook guys uh artur marvik allen niku i can hear myself in facebook but want to make sure that everyone can hear me because last week we had some issues there's a delay so okay i cannot see the comments all right all right guys all right good evening guys good evening happy first saturday of the month it's june 4 today and next week is the start of the five-day world cup so that's going to be from june 6 to june 10 and i'm so happy and grateful for those who join us you know if you are here i can see actually deya tristan marvik art and dave are are here watching the live and they are also the the members of the of the bootcamp so it's just so excited uh there's a lot of things that are happening based on what i want so not just about the bootcamp i'm going to actually on board a big client next week it was supposed to be this week but he's kind of busy um but that's already a close deal two weeks ago so it's going to be exciting and it's going to be um challenging as well because you know i'm a one one team i mean they is assisting me uh helping me and my my uh 16 year old va is busy with her studies so i cannot really uh you know asked to answer delegate some of my work so i'm doing most of the admin work for the past few days uh for the bootcamp members and even today actually before i went live i'm fixing the things in the back end and giving access to a few people so and that's basically about our topic for tonight you know like i'm gonna share with you about onboarding funnel or um not just onboarding funnel but overall onboarding and it's it's ironic because i'm teaching this and i don't have an onboarding process for the boot cut members uh again that's an idea that i developed a few weeks ago i tested it out and then uh it was actually friday uh last week yeah that's friday last week is where i announced the the early bird and then i was so surprised friday saturday sunday monday tuesday almost every day uh someone is joining and then sorry uh not not on the wrong uh kind of from may 27 until 28 29 30 31 and then after 31 that's that's that ended so i don't really have the time to to go through the onboarding process my focus is more of sales and marketing and that's what i want you guys to to understand right away and um if you can have a takeaway from from this call or from this live video it's on boarding is the gap between sales and customer success onboarding is the gap between sales and client success onboarding is the gap between sales and customer experience so the same way that it used to be that um marketing and sales are separate before before i continue let me just check if the microsoft teams is recording okay it's recording it used to be that marketing and sales is separate before and company like i think it was hubspot who educated the mass that marketing sales is not separate it should be actually combined and the gap between marketing and sales is what actually confuses people even until now i thought that was solved a few years ago but i'm i'm following this guy in lincoln uh he's doing this called demand generation and he's he's kind of like educating people that if you're let's say if you're always b2b uh what's that called appointment center let's say appointment center what's your goal marketing or sales can anyone chime in like if if i say appointment center if you're familiar with the appointment center of course if not then just don't answer if you're familiar between um sorry for affordment center what's the what what department it belongs on board uh marketing or sales for those in in microsoft teams can you guys go to the facebook live and engage there just so that um you know like the facebook page will be boosted in algorithm so i'm seeing answers from microsoft team but if you can ask you guys in in facebook live i'll appreciate that there's just a delay of course so marvix says marketing um let's wait for for some of uh they i says marketing dave said sales who else i think i think i think i think i saw someone like uh it was michelle who answered in microsoft themes can you also comment in facebook live michelle tristan said sales okay michelle said sales brian said sales sales so i'm not the one who said this okay i'm just trying to like um re re-share what i've uh what i'm seeing from that person i forget his name um he said that any activities that will lead someone to buying that's sales if any activities that need someone to for awareness branding attention that's marketing so for those who answer the sales yeah sales appointment center is sales because while you're booking an appointment you know that's an activity that will drive sales right before someone booked an appointment they got they probably got something like a bait to join a facebook group joining a facebook group that's marketing you know um signing up for for a workshop that's marketing you're trying to get their attention so you know even you guys um i'm not sure how how long have you been in this in this space but even those who's been like 10 years they don't know the difference between marketing and sales how much more okay how much more about onboarding because onboarding is actually a the topic in terms of onboarding is it's not really new i can only tell you fleeing talk about a lot because most people talk about sales and marketing that's the thing you know so that's why i wanna i want to um educate you about onboarding and this in this session a few things access sales and customer experience sales and customer support sales and client success like how can you bridge the gap using onboarding so onboarding guys um there's a there's a report that says uh i can link the report here but there's a report that says the number one reason that new customers are churning so the word churn means they bought a product or service and they did not continue that stern like you know that that that ex boyfriend or girlfriend that that left you like that's churn basically that's the best analogy i can think of um and onboarding is the number one reason so there's a few reasons so in this in my screen um you're seeing a a chart here actually it's so it's double but i'm basically uh so let me remove this one so there's this called in the subspace this there's called pirate metrics a-a-r-r-r like that's that's why i'm not sure what why is but i mean that i think the reason why it's called pirate matrix is because of the our not sure i think that's a a term or a shot in in the pirate um in the pirate era i'm not sure what uh if what's really the the reason but it's called pirate metrics acquisition activation your referral that's the usual uh journey you know and this is this is not this is called the user journey this is and this is another thing you know buy your journey and customer journeys is different so most people or most even marketing gurus or even gurus no not just marketing most of them are not really clarifying the difference between buyer journey and customer journey they they are refer referring customer journey to buy a journey as if it's the same buyer journey in customer journey is different you know buyer journey from the world itself is when they make a purchase customer journey or sorry buyer journey is before they make a purchase so to become a buyer they are yet the customer customer journey is from the from the moment they make a purchase that's the time they become a customer okay that's if that makes sense so there's also a gap like that so my journey that where's marketing and sales happens customer journey that's where onboarding incline customer success happens so you bridge the gap between marketing and sales and then um onboarding in client success customer success that's basically the the gap between them between by joining customer journey and user journey is different user journey is more of the combination of buyer joining customer journey so it depends on the on the industry um we are i mean right now i'm in the internet marketing space probably all of us here if you're offering freelancing service uh or you're doing agency you're in the internet marketing space basically you're in the making money niche right sas is also under let's say they're actually under money making each um and they're under internet marketing space but that not the typical uh online marketing like online course coaches uh agency sas is very different so user journey so user journey is so is the activation acquisition that's marketing and sales no that's the buyer that's where the buyer journey happens activation onwards that's customer journey so just think about it you know just the four metrics in the sas space activation retention revenue referral it's all about customer journey only one metric is about buyer journey which is acquisition and because they give so much importance in the customer journey more than the buyer journey versus if you are in the coaching space you're in the online course space you know how many gurus or how many um influencers or how many people have you bought um something because you're hype or because uh they're so good at marketing they're so good at sales a lot right a lot and that's because their focus is on the buyer journey but how many of them how many of them are have provided a really stellar onboarding experience a stellar customer experience stellar product like you know this if you bought a lot of products before online you know that there's a lot of gurus that are really good at marketing and selling but their product or their their coaching their course is it's it's useless or you know it's it's trash it's not updated it's not i don't i don't want to call it names but i know because i bought a few of them before like there's this guy in the marketing space like he's a million dollar guy he's in the inc 5000 list but and they they keep on selling they keep on doing acquisition right and but when i once i start fundamentally them so i can see what happens after i purchase all of the horses that they're selling are like years ago 2019 2018 it's not working anymore like it's how to run facebook ads to like okay do this targeting like come on man it's 2022 2021 you know and they're selling it like seven uh how much did i bought it it's 30 it's 31 or 29 i forgot right okay so marvin can relate because he bought she bought a lot right so they're really they're really good at that marketing in sales but almost like one percent one out of ten or one out of 100 are those who's really good at providing customer experience you know like uh actually i uh we closed a big client last january and i i said to the idea let's buy a gift to that client so i look for what's the right gift and there's this guy who's really good at marketing and sales he has a youtube channel he has interviewed a lot of successful people and he has this checklist so i want to buy the checklist to our client uh plus a magazine and we paid 500 for that so the amount of the client that uh the amount that the client paid to us we could uh remove 500 out of that we bought the magazine and the checklist and we sent it to the client and then uh unfortunately there was uh like it was a subscription and there was uh i think charge for the next subscription but that's not what really bought and she keeps on sending them an email and nobody's replying like i said nobody so i'm assuming that person has no va and i'm assuming that person is not opening emails for a 500 product so you know we we haven't bought any again from him actually i'm planning to join that subscription actually because there's a lot of sas founders in in that so part of the subscription is you're going to get access to a slack community of sas founders like the founder of click up the founder of this uh the founder of zoom like all of the big sas companies are there but you know if someone is not replying to an e to support email why would we join like that's you know like how would i say this nowadays it's not anymore how good the product is that there is the reason why people are joining or buying the reason is because they they know that if they have a question they will be answered they will be supported right would you agree would you agree with me guys like for those who here who joined the bootcamp why did you join the bootcamp i'm going i'm waiting for your comments guys why did you join the bootcamp they've said to learn how to deliver a stellar onboarding experience for our customers yeah that's one of the things that i'm going to teach you minimize turn i mean onboarding is part of it not really it's not just a button boarding marvik said top skill helps solve my client's problem in sales and onboarding her buyers okay thanks for the comments guys so okay i kind of ranted for the past 20 minutes so let me continue on my topic uh let me show you this guys so this is a chart from the a book called product onboarding product led on boarding i think that's the name of the book and there's a chart called uh so value over time so the the higher the value the longer the period right so the first um the lowest um first stage here is ah i get how this product can help me that's acquisition right you you saw the sales page you saw the the blog you saw on the webinar and you told yourself to tell yourself yeah i'm gonna buy this product because this product can help me and once you make a purchase so that's this is activation aha i've tried the product out and it's useful so it's either a free trial so you haven't really paid anything and by the way guys in the sas space acquisition doesn't mean a customer acquisition means actually you got an email address that's an acquisition for them um so and then let's say free trial i tried the product out and it's useful or you joined the bootcamp you tried it out and it's really useful and then the next stage is aha i adopt i adopted this product to my workflow and it saved me a ton of time so this is more on how frequent the customer is using your product or service and the more they use it the more they realize that it's helping them it's saving a lot of time or saving them a lot of money or making them a lot of money and then the last stage here is uh referral so uh-huh i invited my colleagues and we're working better together so for those who who's part of the bootcamp you know guys that i invited you to coda tomiro uh to microsoft teams and um what's the other software i invited you uh codamiro and microsoft teams which are all new so those three software are are new to my tech stack before i'm using whimsical as you can see i'm using musical here i just haven't i created all of them to mirror um i'm using click up so i'm going to show you my click up uh later a music leak up since 2018 by the way and then um microsoft teams i tried telegram i tried uh facebook messenger i tried slack and uh i decided i made a big research and microsoft teams is the perfect for for the community for the paid members and that's where i started inviting you right so i already at this stage it took me a few months to code uh mirror and actually microsoft teams before i even invited anyone i tested it a lot but i'm on the stage already right so let me show you guys uh this one so there's uh three key onboarding success milestones based on the chart above so the first is a moment of value perception this is when the user first visualize how a product in the context of their situation for the initial onboarding of new users the mvp usually occurs before signing up so this is what what i really um one of the takeaways i've learned from that from this book product led onboarding onboarding doesn't start when when the customer made the purchase onboarding start before they even sign up again sales onboarding is the gap between sales and sorry the bridge between sales and uh customer experience so if if if onboarding is a bridge between that two departments so it means that there is a free on boarding you know and that happens on the sales and marketing so the author of the book was the book it's titled customer education in the book he said that onboarding you can even track on boarding from the moment they made us a google search so and the more sas companies are are born today the more billion dollar companies are born and the the experts are studying them you know it seems like the secret to to those success whether that's financial or customer staying is on boarding so on board is not just the reason for churn it's also the reason for customers staying and they've tracked it that the the customers that are staying they like they they did a survey they asked them where did you find us we find you on google search if we sign up on your webinar we we someone referred to you so it means that onboarding goes back to marketing goes back to branding goes back to awareness and most us most successful sas companies what they're doing is they're they're doing a research survey on their most uh like long-term customers and they are asking them where they found them and what made them decide to to sign up to buy so and then what the what they're doing all those data that they're gathering they are passing that to the marketing sales team how many marketing gurus do you think guys have done that i don't know anyone to be honest with you i only know i only found that out in the sas space and never uh there's a lot of marketing gurus teaching how to do webinars how to do facebook groups how to do chat bots how to do facebook ads have you ever talked uh have you ever have you ever heard some one of them talk about yeah we do this uh the reason why we do this in marketing and sales is because this is the reason why customers stay with us this is one of our secrets to our onboarding no one i have i've never heard no one no one yeah no one in my memory so that's why this minimum value perception is really important because that's the first stage and then the second stage is minimum by moment of value realization when user first experience a product's value and achieve their desired outcome with the product for the first time so for example uh let's say you sign up to um to twitter twitter has this onboarding uh kpi that they should follow at least five people so so that when you sign up to twitter i'm not sure if this is still the same now the first thing that they would ask you is to follow by people and that's one moment of value realization is they already achieved their desired outcome which is following influencers or following uh people that they want to keep in touch with because twitter is like a a news site already not just a social media so it's a combination of social media news site so that's an example and then um adapt minimum of minimum sorry moment of value adoption mva is when users start using a product regularly and integrate into their life or workflows so for example whimsical the software i'm using i've been using it since 2019 and i already adapted it to my to my uh work to my life in workflow and i built a lot of um flow charts here and the only reason why i'm leaving them is because uh they haven't i'd say they haven't uh integrated or they haven't they're on boarding experience compared to mirrors totally different like miro has a mirror verse uh they have this kind of community the mirror verse alone actually musical doesn't have that so when you're when you when you're going to start a new flowchart you have to start from scratch mirror has thousands of templates from from miro employees and also from euro users so that's important for me so and even also even i'm using click uh whimsical for for three years and i just started using mirror film a few months ago it's a no-brainer for me to pay to pay for miro actually i actually up upgraded to miro um i think last week same same with coda so i'm i've been using liquor since 2018 i'm already at this stage you know that i'm integrated into my life in workflow the problem is you know the more i i build something in click up the more it's becoming overwhelming the more it's not i mean i i we built a lot of i mean i built a lot of uh processes there but no one is using it my client that i work for the past seven months have really built something spectacular in click but he's the only one who's using it so like what's the what's the value of that you know and click click up is not for personal click up is for uh team purposes not for personal use so and i found coda a few weeks ago and it was a no-brainer for me because coda is uh is the combination of docs sheets and app click up is just a combination actually it's not really combination it's an online productivity and that's a problem with them they're trying to become the all-in-one productivity software and because of that um most of their features are average it's not spectacular and their onboarding process is kind of average as well and the customer support right now is not really good um when some sometimes some days is good sometimes it's not but if i compare the onboarding of code and onboarding of click up it's there's there's so much difference and i think i was sold without boarding so not just that code is better than click up so let me show you guys the slack milestone so slap their moment of value perception is when uh a user starts using slab to communicate that's the value perception the value realization is when a user sends their first message to a colleague using slack and then the the value adoption is when the user send 2 000 messages so they track it that's their uh onboarding success milestone so there's actually those value perception value realization and value adoption is actually a loop you know it's a loop it's a never-ending loop actually so this is only like one stage uh if i scroll down here you would see that the higher the value the higher the longer the time is so from the initial onboarding for new users that's already that's one loop of value perception value realization value adoption and then um on boarding them to an advanced product capabilities or another use case that's another loop and then onboarding power users under product line that's uh under loop and i think this is where clicker failed you know because i'm a power user already i can probably do anything in click up right now and they they are so focused on new users and i think most companies are like this you know not just click up most companies are focused only on acquiring new customers the thing is they did not on board me as a power user to their to all of their features they onboarded me before to the to the to the features that they have and the way they announce new features is this announcement that's it or a webinar that's it but it's not really like there's no value perception there's no value relationship involved adoption that happened for me in my in my experience okay so this is really important if you're doing onboarding before i even show you guys the things that i'm going to show you okay so let me go to this click up uh temp uh list so this is a client onboarding template that i got years ago so i attended uh i watched a lot of lick ups webinars when i was starting out it was helpful and one of the speakers there shared this template and for anyone watching here if you want a copy of this template let me know in the comments and i'll share the link so you can copy it in your click up template and this is a client onboarding template right and actually i haven't used this uh because this is for agent uh like if you're if you have an agency and i don't have it on boarding i don't have any boarding basically before when i was closing deals so i'm not really using it so when i started offering onboarding as a service i went back to it and modeled some of these stars and moved them to my onboarding software and i'm gonna show you this um like you see the difference right just three pieces at the top with a few tasks below versus here like you see here there's uh 13 tasks here this one does has four sub does inside three sub dash three sub tasks and like there's there's this kind of uh waiting on dependency here there's this uh blocking dependency here you will see the time estimate here in the role here right and you have to click on each task to see if i click create internal slack then this time i will see the subtest the checklist here the four the four checklist and you will see that the dependencies here it's you know when you when you're first starting it click click up you will be so overwhelmed and when you're using click up long longer the problem is still there actually you still have you still have to click a lot of stuff actually for those commenting want a copy of the template and you're you're part of the bootcamp i don't actually suggest guys uh using click up anymore okay i'm going to give you the enemies uh but i don't really suggest using link up a coda is much better a lot a lot i'll speak to you later and i haven't really modeled um i haven't really modeled this in code i'm gonna show you actually let me show you this because i'm doing uh i spent like four hours today going through my fulfillment sop because i'm preparing to onboard the big client right and i'm i went through all my full sop and i started first with my onboarding and so you see here this is click up right let me show you what i've what i'm how i'm doing it in encoder so this is my onboarding sop but this is not for client and boarding this is more for customer onboarding for go high level uh onboarding right so you will see that uh this is the overview so this is the onboarding call and this is more of the implementation for website um and other things that you have to do for for go high level and then uh this overview and then you see here that this is the done for you set up here then there's a few uh pages here about training so there's the videos there then there's the calendar set up there with with um with the table there and then there's the done done by client um table there there's the questionnaires there so there's the um questionnaire for the whole funnel lead magnet funnel worship funnel etc so this is more for the closer and boarding for high level not like really kind of boarding but you see that there's a big difference between coda and click up in terms of simplicity okay simplicity like i can actually and also another thing is click up what you see what you get right so you can only use the features that you can see there example this this is a table view but can you like can you add a formula here um coda has a formula actually and like so as a power user i'm wanting more wanting more of from from the table feature like this from the list feature it's actually a list picture but it's it's also like a table so when i found coda like it's so simple and it's so powerful that's what i'm wanting from a project management software so that's why it's a no-brainer for me to to shift from flick up to coda right so going back to this client onboarding template so that's how uh hits it's building click up this is how i built in in my software so there is uh of three stages here so you would see that um i have this under the first space embark i only have three tasks here log into the label and then they have to select the services that i'm selling to them and i'm gonna confirm the payment uh the client will um i'm gonna confirm that the client sign the contract signature and you see this yellow uh yellow means uh this is private like when i share this to client this is what they see and this is another thing why i was so convinced now so if anyone watching here you're a project management uh guru you're a project management expert you're a obm or what whatnot like sorry to say that i was i'm convinced and i'm not just convinced i i'm going to i'm willing to debate actually uh on this there's no project management software that's fit for onboarding okay so as you can see this is a client onboarding template they're using click up asana trello and other stuff but there's no project management software for onboarding especially for client facing onboarding so imagine you giving access to i mean when you're on boarding a client and if you're using asana click up what you have to give them access right so in click up you can actually give access to a list example um in this list i can make it private and only uh give access to a few people right and you have to pay for every people that join that joins the click up quota you only pay for one person the owner that the rest editors are uh are free in click you have you have to pay for every user whether that's the owner or editor so that's uh one thing another thing is a client customer facing so like imagine giving a straight line and they see this is that is that a stellar onboarding experience based on what we discussed a while ago here right this is for software but like we can actually uh integrate this in in agency like what do you think will be their first first impression aha i get how this product can overwhelm me that's their first impression i get how this product can easily overwhelm me and i can tell you because i work with clients 60 plus years old uh when i was working full time as customer us has that customer education like most of them are not non-tech savvy and when when we show them click up they they did not know they brain they brain bleed it if there's a thing like that you know it's too overwhelming for them and what happens as well is when you give them access and they don't have an account what do you think will happen click up asana trello or whatnot we'll keep on promoting keep on sending them emails you know so that they will upgrade to as a paid user uh promote all the features to them that's their own boarding you know in in this software that i'm using there's still nothing like that so i'm gonna give them access and when they get access this is what they see that's what they see they are not going to receive any promotional emails they're not going to receive anything that's why this is my this is our offer right now on boarding as a service it would just be the specific that we onboard uh so go high level assassin users that's selling us and they have a high ticket offer like 1000 and above and we on board their clients for 30 to 90 days so how we have a hundred day period of onboarding actually including implementation so it's that it's not just one uh one like an onboarding call no it's more than that and um this is what they see so this is not just for our clients but also for the customers of our clients so once once we start onboarding them so this is for clients this is what this is what we use for customers so it's more there's more paces because there's implementation but the first three stages that you see here is somehow similar so collect activate setup that's the the three basis for uh go high-level users or go high-level customers of our client for our client there's uh only uh two-piece embark and kick-off the hand up is private the studies as you see verify client deal so we're gonna move them to the onboarding pipeline we're gonna announce the new client to the team we create internal slack channels so for for clients unfortunately we have used luck because not it's almost no one who's using microsoft teams actually and then um we introduce our myself and the team to the client and we send them a hundred and welcome note these are like these are hand of thing so the client doesn't see anything any tasks here but they are you know so when we when we introduce ourselves to them so they're part of that when we send them a handwritten note they're part of that but they don't see this once we give them access this is the only thing that they see that they have to uh select the services they have to make a payment they have to sign a signature they have to book a scheduling uh onboarding call they have to give us the login credentials of the platforms that we need what we need to use and then they have to show up on the kickoff call like versus this so are you guys have you guys like i haven't showed you guys all the features of this software but i'm because i'm not really promoting the software this is a 300 per month software by the way most uh most particular software are ten dollars twelve dollars per month um click up is top dollars for the business plan uh i'm not sure about asana but i think it's asana is more expensive than leak up trailer is free um others are i'm not i don't think there's a 20 per month as the minimum as the minimum subscription you know most is mostly ten dollar range right this one is three hundred dollar because they require us to this is actually fifty nine dollars for user but the require the correct requires to pay for pi people so and this is not just uh like they are on boarding software plus project management software that's why i'm so convinced that there's the project management software that is for customer facing client facing customer facing onboarding you know i already did some research there's a few competitors that i tried but this one stands among the rest so let me check the comment uh yeah so if your client is changing from one pm to one to another pm software mavic and your client wants to have a better onboarding experience for the clients let me know and i can um i'm going to share my my onboarding process to your client and if if she likes then we can talk about how can we do that boarding for them um dustin is my first time seeing you here um but uh can you can you confirm what link are you are you uh asking for is that the template link for click up or what what not so so let me go to um follow suite which is my label version of high level this is the onboarding funnel that i built in in high level right and but long long time ago actually this is not this is not you so the moment the client signed an agreement and i'm using a high levels page you know i'm not really using a third party software so this this agreement page has a so i'm using actually i'm using coda so i'm using coda for the for the for my proposal my packages so as you can see here see there this is coda i embedded it in in a high level page and then the reason why you have to use high level is because of this signature so hold up doesn't have that feature so i can they can sign they can fill up this form and they can uh sign here and then after they sign they they go to the onboarding call so you can use like there's a there's third party providers like um hello sign um what's the most famous like hello one of the most famous um i can't it's not on on top of my head but there's a few competitors of hello sign they say that they are more secure um i think i don't think a high level is really secure at the moment but this is this this is basically like enough already uh for you guys now for for for big companies i don't think so but for for small businesses i i think high level is high levels uh form and the signature is already enough so i'm doing that so i don't need stop here basically because that that um already moved to a pipeline and then they go to the onboarding call page so they book a call here then they go to the information page the only thing that's different to my onboarding before because what i'm selling is high ticket funnels high ticket lead magnets my list to be specific right so i create what i what i did is i created five pages or four pages i have one another one for webinar um so opt-in page bsl page calendar page confirmation page so what this is for more of copy because one of the things that i ask from a client is copy right and whenever when i had the done for you final agency before i used to uh hire someone to write the copy so i don't have a questionnaire because they send me a questionnaire i send the question to the client the client answered the questionnaire i sent it back to the copywriter and the copywriter does his uh do their magic right and i realized actually actually i can create a questionnaire out of out of the uh high ticket lead funnel that i'm following so if you remember guys uh i think it was last week or two weeks ago that i shared to you this um i shared this to you guys all right so this is the nikolas snitch funnel and this is what i follow every time i'm building a uh i'll add my funnel so i break down the the pages like this so i break down what what's where's the pre headline what's that what's the headline etc and then after doing that i created a questionnaire out of that and it's in is before it's in click up i move it to coda let me let me just grab it so for example this is my lead magnet questionnaire and for the opt-in page example all right you will see here free headline headline sub headline bottom city testimonial and i have here an example that i uh built for a client for our clients right so all the client needs to do is to answer these questions here based on the content structure and then what i realized wow so i don't need to hire a copywriter and then the client doesn't have to be a really good copywriter as well all they have to do is answer a few questions and the questions are inside this these pages here so let's say if i open the the opt-in page hopefully it's still working because it's been a long time since i built this so the video is not working and the email the server is not working yeah so let me check the survey builder no so there's no survey builder here but basically the question is like actually it's here so for the free headline what type of lead magnet are they going to get so is it is it a uh free like 3d free this is free resource uh a good example is from nicholas cosmic she says free free free ebook and headline what will they get if they opt in for this offer the nine simple steps to master email marketing like these are the questions that they have to answer what is the what is the what are the three benefits can you can you uh elaborate on benefit number one so uh if you describe yourself in one sentence what would it be that's the other sentence can you can you describe the lead magnet in a longer uh in one in a longer sentence this is the answer right um and all the other uh copy here and then we implement that for a client it didn't work so if it worked for one line it's gonna work for other clients and that's basically where i started productizing my high ticket funnel services that turns out you know i created a lot of sop and then uh i discovered go high level and then that's the time i prioritize my sop into high level so that's like the summary of uh how i turn all of my sops into a into a software and uh i combine the software and the sops that i have and now i found this onboarding software and now it makes sense you know like this is the this is the combination of everything right actually to be honest with you guys i don't really think it's still you know the level i wanted it i keep on improving it on a daily basis so hopefully that gives you an idea on onboarding i'm going to actually stop now and uh leave the there's nine minutes more i'm gonna answer a few questions if you have any questions the link to sign up for the recordings ah so you mean about the bootcamp um i'm gonna chat with you after this call let me see if i can message you yeah i'm going to address a friend and then so the recording will be available probably around june 13 to june 17 because i have to make some edits right and the bootcamp is from june 6 to june 10 and this is actually exclusive for go high level specialist to really go high-level users if that makes sense so if you have a team member in your if you have a team member who's basically who you work with to help you with go high level they're the one who needs to watch the recordings and if you don't have one i can provide you i mean i can ask our community and if you want if you want to hire them so they watch the recordings and they implement that for you then that's also another option for you all right guys so i'm going to open the door for question and answer oh my bad so nobody nobody said that i'm not sharing my screen on microsoft teams okay so i thought i'm sharing my screen on microsoft teams so good thing that i asked you to go to facebook my bad still still trying to learn microsoft teams and it says five minutes left i don't see any comments coming in um so i'm thinking it's either you're good guys or [Music] you're afraid to ask questions okay thanks marvik all good hopefully you don't disagree with me because i know you're doing some type of project management i mean it's fine to disagree um you can have a discussion about it but hopefully i was able to iterate why i think project management software are not for client facing onboarding project management managers will will hate me for this because most of them are using project management software and that's the thing project management is different to onboarding project management is implementation you know onboarding is different there's implementation in onboarding it's part of a project management but it should be a separate entity a separate department if that makes sense i was planning to do a actually i'm going to like do a mind mapping uh i'm gonna do a like i'm gonna turn this template in click up or i'm gonna turn this sorry turn this uh client onboarding demo playbook into a flow chart because that's i actually have to do that so why not do that while uh teaching you guys but there's no time anymore it's already 9 57. i have to end the whole at 10. so i'm gonna do that probably in the boot camp i don't see any questions coming from microsoft teams i don't see any questions coming in facebook live so thank you guys for joining i will wait a little bit because b okay i don't really see any other questions yeah i wish i can stay dave but i have to go let me check microsoft teams i'm gonna do a survey in microsoft teams tristan i'm just waiting for everyone to to join because there's a few who 9 is the perfect time to do the live session so last one minute guys i just want to say thank you for those who've been attend who's been attending for the past weeks this is my fourth quick consecutive doing this master class and this is basically helping me to become um you know more consistent on showing up and doing some free trainings and i can say this is the reason why most of you those who join the comp you probably saw my master class my past master class and you were you were um convinced that if i can do this stuff for free how much for per paid right so i bridge the gap from sales to you know giving up a glimpse of the future of how i would deliver my my product and that's probably why you sign up so i'm gonna keep doing this even the bootcamp is going to happen next week i mean after maybe uh next after the bootcamp i'm gonna start uh promoting the next bootcamp and i'm i'm not yet sure if that's going to be the same bootcamp you know high ticket lead married funnel high ticket um funnel or i'm gonna talk about a different type of funnel but um i think it's going to be stay the same that's uh what i'm coming up for now so like you guys who joined is like batch one and then the next uh the next few months will be the same there will be batch two batch three and then if i'm going to release uh if i'm going to do a uh new type of funnel like i still i still haven't done a i mean part of the next funnels i'm going to you is low ticket funnels like the village in funnel um i already did the hackathon before but i want to repeat it and then there's also the so this is usually low ticket and high tickets yeah so i think that's the next one and so what i'm going to do is for those who join the bootcamp it's just that um i think you don't need to like to pay again like that's part of i think i'm gonna use that as one of the benefit is i'm going to do the a new a new training but not in a bootcamp style but more of a like online course style i'm gonna record it and then you will watch it and then you can ask questions in our microsoft teams i think that that's much better so i can actually enhance the onboarding process onboarding experience for those who's going to join the bootcamp so i'm just talking here um to to kill time so i don't see any questions again guys thanks for joining and have a great night for those in the philippines have a great day and for you dave and um justin uh is it just dustin in the u.s if you're in the u.s and happy weekend guys see you again next week for those who are doing a bootcamp see you on monday thank you guys and bye