Signnow leads to conversion in onboarding forms

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effective appointment setting is a vital part of  every agency offering a lead generation service   but with so many people getting this wrong  I wanted to record this video to reveal my   system so you can go out there and Implement an  appointment setting system yourself in your agency   today in fact this is actually one of the highest  requested videos I've had in a very long time on   this channel with tens of you requesting this in  the last couple of weeks alone so we'll waste no   time we'll get straight into this because it's  going to be a chunky video today so we're going   to be going through our exact workflow okay so  every single step of this system the tools that   we use to implement appointment setting dos and  don'ts and finally if we' got time we'll touch on   some teamwork flows and hiring processes as well  now this is predominantly for appointment setting   on behalf of your clients so when you generate  leads you want to make sure that you're actually   converting those leads but you can use the theosis  the systems that we're going through today on   your own agency to get more clients and set more  appointments for your business okay so let's get   into it I I want to start off by just by giving  you a little bit of an overview or just having a   reminder of an overview of the agency service  okay so let's presume we've already signed up   a client what we're typically going to do if  we're a lead generation agency and that means   we're working with businesses that need leads so  this isn't really e-commerce agencies where we're   generating direct sales these are companies like  aestheticians okay who work with an agency because   they want to get more people booked into their  calendar paying for their services so we sign up   the client the first thing we do is we're going  to run some kind of a lead okay so this could   be a lead form but it could also be a landing  page okay with a lead form on it it doesn't   really matter either will work the same typically  speaking what we used to do here is as an agency   we would generate a bunch of leads for our client  and we would send them over on a CSV okay so when   I first started we would simply give our clients  a big list of CSV list of leads and say Hey There   we go you can go call them up and go and close  them now what actually ended up happening with so   many of these clients is they would have a really  [ __ ] sales system and so you get a call at the   end of the month from the client and they'd say oh  you gave me 20 leads but I only converted two of   them and then the agency owners left their puzzle  thinking why has this business has not closed more   leads because I know the ads are good and it all  boils down to a bad appointment setting system   on the side of the client and you've got to give  them bit of slack right they're out there running   their business they've got bigger fish to fry okay  you're just this new agency that's come along told   them you're going to make loads of money they're  not investing the time into these leads as they   should be and so the solution here is for you to  take the appointment setting side away from the   client and so now the industry standard is that  agency owners will appointment set on behalf of   their clients so when we generate leads it doesn't  just stop there we no longer send over a list on   a CSV instead we will use systems like go high  level okay which is simply a CRM okay high level   is what I would recommend for the majority of  agency owners if you haven't used CRM systems   before it's the easiest thing that you can use  it's built for agency owners I've used a lot   over the years you can use clothes you can use  HubSpot you can use pipe drive but high level   is a great place to start for those of you that  don't have experience in the sales industry but   ultimately you can use whatever you want okay and  from that CRM we're then go to appointment set   okay pretty simple you get the idea so what I'm  going to be showing you today is the CRM system   I'm also going to be showing you this appointment  setting system we'll start off with the CRM and   we'll kind of flip between the TR the two as we  progress through this video so the CRM we use   is called go high level this is an all-in-one  management system for agency owners uh you'll   see I've got a logo here called just close they  allow you to wh label the software so our white   label version is just closed but you would see  a high level logo in the top corner here okay   now you don't just use this for your clients you  can use this for your agency you can build your   website on this you can set up your automations  you can send your invoices blah blah blah I can   create another video on High level in the future  if you want me to let me know in the comments down   below but for the purpose of this video what I  want to show you is the opportunities tab okay   so the opportunities tab on High level gives us a  view of what is called a pipeline and a pipeline   is simply a series of buckets or stages in which  a potential customer is in it's basically the   stages of their sales Journey okay their customer  Journey so here we have new lead conversations   ghosting appointment set no Show cancellation  negotiation clients closed and nurturing okay   and you can edit these pipeline stages by going  over to Pipeline and we can hit this pencil so we   can change these stages and you want to make sure  these are relevant to your client okay depending   on the industry that you're in depending on the  niche you're reaching out too but these would   really there's quite a lot of buckets I like to  keep things very granular okay so if you don't   know me by the way guys there's the first video  stumbled across me I own a seven figure agency   we used to work in lead generation uh now we work  with e-commerce I've literally closed millions of   new Revenue in the agency industry and I've uh  probably made over 100,000 coal calls over the   years in various different sales companies that  I've worked for so I know a thing or two when it   comes about sales and managing pipelines and these  buckets okay are like a one-size fit s you could   use these for any business some agencies would  like to maybe have only five buckets and make this   less granular I like to really boil things down  on a on a molecular level so I can understand the   exact stage of the potential customer at on the  journey it's completely your choice the way you   do this so okay so we go back on this pipeline  if we click on any of these we can look at all   of their details and this will be the same on any  CRM tool so we can see their name we can see which   pipeline they're on most importantly we can see  notes okay and this is where we're going to enter   any details of any conversation that we're having  with any potential customer right we'll come back   to this in a moment but I wanted to give you this  brief understanding of a pipeline but first of all   I want to run you through through the overall  workflow when it comes to appointment setting   with your lead so I built this out on figma for  our private community in the affl academy but   I'm going to give this to you guys today so you  can get a good idea of this system because it's   so important to me that if so many agencies out  there are starting if so many people want to go   out there and start these businesses okay you  go out there and deliver a really good service   I don't want you to go out there sign up clients  using the information from my YouTube channel and   not be able to deliver an incredible service  cuz what you're going to do is you're going to   damage the reputation of all other agents people  are going to get burnt they're not going to make   money and we're just not living in a nice world  when that isn't happening okay so I want you to   guys to focus on improving your service over  time okay so we start off with our two inputs   we have either lead form or a conversion ad  to landing page okay now for those of you that   really are starting fresh let me just show you  what a Facebook lead form looks like if you're   watching this before you've even got started with  your agency Facebook lead form ad is a simple ad   you simply click on it and you you fill in your  information okay it's just simple lead form okay   and it has spoke questions on there to qualify  you and then your information gets sent over   to whoever created the ad to the company right  and then we also have a landing page but I would   always recommend you starting off of a lead form  it's a general rule of fun if it doesn't work on   a lead form it's not going to work on a landing  page landing page will get higher quality leads   but it will get less leads okay so start off with  a lead form then move over to a landing page um   with the uh unless it's a highte business okay  and they're selling a service needs a lot of EXP   and you can't just explain it on one simple U lead  form when you are running a lead form always add   one to three questions though make sure you are  pre-qualifying the prospect okay so let's say it's   Home Improvements and they it's for extensions  for example you might ask how long have you been   looking to get an extension you might ask tell  us a bit about your project you might ask let us   know what budget you have in mind okay and these  questions will allow you to get a higher quality   lead straight off the bat without you even having  to contact the lead but bear in mind with every   additional question you will get drop offs so you  want to minimize the questions and have a maximum   of three additional uh on your lead form so these  are our inputs and the first step that we have in   this appointment setting system is a go high  level workflow now when somebody fills in this   lead form or fills in a form on our landing page  it's going to trigger our lead notification flow   and a workflow is simply an automation Ono high  level let me show you this if I click automations   got a bunch set up and these are really simple to  set up uh this is a workflow and automation which   is triggered when somebody submits the Facebook  lead form okay now what that then does is it   creates an opportunity on the pipeline okay so in  the paid ads Pipeline and it's going to add a a   lead in new lead pipeline stage the opportunity  name is going to be the company name and the   opportunity source is going to be Facebook ads  it's then going to add the tag Facebook ads CU   i' like to track where everyone's coming from  on tags as well and we send an SMS to the team   this is really important this is either going to  be sent to yourself or to your team depending on   the size of your agency but initially it's going  to be sent to yourself you want to get notified   as soon as a lead fills in a form on behalf of  one of your clients so you can contact that lead   as soon as possible because all the same sales  rules apply the lead is at their hottest okay   so at their most Keen when they fill in the  form they're going to get colder with every   hour that goes along so set up some kind of a  notification that basically says hey we got a   new Facebook lead this is their name this is their  company name this is their phone number and any   other relevant information based on the companies  you're working with okay this we're going through   this broad right now you'll have to tailor this to  your individual client and one other thing that i'   would like to do which I think is important is  I will also add an additional step within here   now this is a dummy account so we don't have  this to add a note to the contact okay because   we want to allow space to add notes based on  the information that somebody has filled in   on the lead form for those custom questions so  it's one to three qualification questions that   we just went through okay so how do we add input  into this note area well first of all we need to   actually integrate our Facebook account so you go  down to settings and we hit Integrations okay we   hit connect Facebook account okay so you hit that  connect button you're going to log in on Facebook   and it's going to allow you to connect a Facebook  ad account okay you're going to assign it to your   client's account the next step is you want to go  on Facebook form Fields mapping and what it would   automatically do is recognize Facebook forms that  you have on that ad account okay and all of the   questions the custom questions that you have there  okay there is a resource here I'll put it in your   description in the description but it'll give you  an idea of what this looks like got these custom   fields on the left hand side here we can name  them and we're essentially just giving them a   key okay so this is basically how we identify the  information in go high level okay and we can add   custom Fields off the back of this okay so I'll  put a link in the description if you get stuck on   this but it is very self-explanatory and you're  literally just going to go for a step-by-step   instruction so then when you do come to setting up  your notification flow you're very simply going to   hit add to notes you're going to hit here custom  values contact Custom fields at the bottom you're   going to add those additional questions and then  what that is going to do when you've got a new   lead coming through into your pipeline under  notes you're going to have all of the custom   questions or your qualification questions pulled  in straight from Facebook straight onto the lead   so you can identify before you even contact  the lead whether they are qualified or not   and that is the next step okay the next step is  identifying on initial look based on the questions   that they answered is this lead qualified or  are they unqualified are they suitable or are   they unsuitable okay so let's just say they  are unqualified well the simple next step is   we're going to move that lead to the unqualified  stage on the pipeline we're going to put them in   that bucket okay and then as a manual action okay  we could send them an SMS or a WhatsApp rejection   message you could of course automate this as well  okay I like to recommend manually doing everything   to start off with okay that's why I have manual  actions written here but all of these kind of   things in blue you can automate through different  workflows in go high level but I always think as   with coold calling as with delivering results for  your clients as an agency owner or any business   owner for that matter it's more important you  do things manually yourself so you can actually   understand them if you automate everything in your  business if you hire team members to do everything   for you on your behalf you're never truly going  to understand how it all works then are you ever   truly going to be able to sell it to the best of  your ability if you don't understand it you're   going to be too reliant on other team members  you're going to be too reliant on software and   your skill set isn't going to be growing so do  this manually for a couple of weeks to start off   with and then automate it and get the benefit of  these down the line but after you understand the   whole process okay so let's say we have looked at  one of these leads and they are qualified what's   going to happen then we're going to move them to  the qualified stage on the pipeline okay so we're   going to Chuck them over to the next bucket  it's not even the next bucket it is that's   an Outreach pipeline it's the qualified bucket  okay so for the purpose of this we can create an opportunity cool fine H there's already that you already exist okay  let's just add this person here so they're created   we're going to Chuck them in to the qualified  bucket right what happens next well manual action   you're going to send an SMS or a WhatsApp message  okay straight over to this lead so you would go   on here okay you can see this contact and now  all we want to do is is if we come off here   actually we can send them a message so we go view  conversations and we can engage in a conversation   with Kyle okay so now this is an email right now  okay but we can send an SMS we just don't have a   mobile number but if I put a mobile number in  here there you go then we can send them a text SMS   instead okay so if we refresh this page we can  now send an SMS and we're speaking broadly for   all Nisha here I'm going to give you away basic  format for the first welcome or acknowledgement   message that you're going to send over to a lead  so we're gonna have greeting and the next step is   going to be able to zoom in next up is going to be  acknowledgement butcher that no I have there you   go and finally it's going to be a call to action  okay so let's follow suit let's say we're doing   home improvements and it's for extension like a  home extension we might say hey Kyle thanks for   applying for a design consultation or free  design consultation depending on the offer   are you free for a quick call today to discuss  details thanks or you could say Jordan company   name you can say regards okay keep it simple if  this was for an esthetician for example and it's   for Botox could be thanks for applying for r two  for one Botox uh or yeah Botox offer are you free   for a quick call to arrange a clinic visit or to  arrange an appointment you get the idea greeting   acknowledgement call to action but it's a soft  call to action okay you don't want to just send   a link like here's a link to book a call okay  you're not going to get as many conversions as   being human here just like when we're doing  Outreach emails to our potential clients if   you say if someone says yeah I'd like to have a  meeting with you and you're like sure here's my   calendar book in a call you're not going to be  able to book in as many calls you want to have   that human element within there so we've sent  an SMS what's the next thing that we're going   to do we've sent this message and we can automate  this again we can set up a workflow we've got all   these workflows all automated all set up already  integrated into our high level and all of our   members in the Academy have access to that as well  but I would recommend doing it man need to start   off with for you guys right but you can of course  automate action next step is going to be given   them a call and I don't care if you just sent this  SMS or if you automate this SMS it's just gone out   the lead's just filled in the form give them a  call as quickly as possible a call will always   convert the best it's the easiest way to get hold  of someone and book in a meeting with them you   might have to have five back and forth exchanges  via email or SMS and even then they'll read your   message and ghost you and say they're going to  respond to you later something comes up they got   busy they never respond you don't get hold of them  and this is the biggest mistake that the majority   of agency owners make when it comes to appointment  setting they rely on automation workflows on SMS   or email God forbid AI chat Bots okay which do  have their place and I'll talk about them later   and they refuse to call call these leads well not  even cold call it's a warm call because they're   lazy because it takes up time does take up time  but if you want to get the best best results for   your clients you need to be calling these leads  and appointment Ting them and later down the line   you can Outsource this to a team member who can  call them on your behalf but you will drop at   least 50% conversion rate if you rely on messaging  alone so what does this Co format actually look   like I'm going to give you a base format here and  I'm going to write it down this say they actually   answer I'm going to give you that base format  again and it's very similar it's a greeting   okay and it's going to be acknowledgement wish me  [ __ ] up that spelling again again and then it's   going to be qualification and then it's going to  be call to action so it's pretty much the same   format as what we're going through in that SMS  that we sent out in that email or SMS you can do   both by the way you can send an email as well  depending on the client it's the same format   but we're adding this set of qualification and the  qualification step is just going to be making sure   that they've got budget making sure that they're  serious okay now this might be what their budget   is it might be how long they've been looking  for this service and therefore how serious they   are and you want to validate the questions  that you've already asked in the Facebook   lead form to make sure they're correct and most  importantly ask your client ask your client what   a qualified lead is to them how did they Define a  qualified lead and therefore that's going to give   you the ability to come up with some very basic  questions that qualify leads on these calls and   don't be nervous about these okay you're literally  speaking to someone that's already raised their   hand they're already interested in this product  or service so this is simply a customer service   call open up be friendly with them ask them some  questions about themselves and about the service   and then you can hand them off over to decline  or book them in for a meeting in fact instead of   me going in with uh more theory around this  I'm going to show you some live appointment   setting calls that I did only a few weeks ago  and these calls were for a kitchen and bathroom fitter hello hi hi Jordan calling from how  are you doing yes good thank you good have I   caught you at a good time for a couple minutes  yeah yeah I'm not sure if um I thought when I   replied to your thing on Facebook that you did  kind of refer in painting kitchen that but you   don't you you um offer a whole refet service  don't you we do yeah I mean what what was it   specifically you're looking to get done so  I've put um put a secondhand kitchen for a   better quality than what I've got I'm looking  to have that kind of adapted and put my kitchen   okay that may be something we would be able to do  um what I would want to do those I just want to   speak to the team and just check first and if it  is we can give you I can give you a call back um   and then we can go through it so you've already  got so you've already got everything all of all   the furnishings and so on for the kitchen you  need someone to fit it for you basically yeah   we I need to be kind of cut about and fit but  I've got lots and lots of this new kitchen and   only quite a small kitchen so um so yeah you  know there's lots of stuff there but I'll just   need to kind of be which bits need to be fitted  wear and stuff like that okay not a problem at   all okay and so what I'll do is I'll speak to  the team and then um I will uh give you a call   back and just have a conversation so just so I'm  aware though why I come out and have a look at   the stuff Eve all being well and we can come  out and do a quote what's your availability   like next week um for us to come have a  look um next week um Monday afternoon on3 okay I've got um Tuesday's not too bad yeah  Wednesday morning isn't looking too bad Thursday   and Friday are pretty stacked out okay not a  problem at all and then um just so I know would it   be similar availability for the week after or are  you pretty clear for the week after week after I'm   on anual leave so very clear okay amazing um okay  leave it with me then and I will speak to the team   and then I'll give you a call back than take care  cheers bye bye bye hello hi it's Jordan calling   from how are you doing oh okay yeah I'm fine thank  you good have I caught you at a good time for a   couple minutes um yeah yeah at the moment of time  okay no problem I saw you filled in our Facebook   form I just wanted to speak to you about your  kitchen that needs refitting I know you mentioned   that you only need the left side doing so I just  wanted to find out a little bit more about that   yeah um yeah what it is we moved into the about  four years ago um or just over four years ago and   it appears that it was halfway through uh the  lady suddenly passed away and it was halfway   through a kitchen new board um they done the right  hand side with the electrics everything the cups   it's absolutely f okay um but the left hand side  where it would be like the um the sink and the   cooker and and things like that is is s as it  was okay so um that's what we were looking at   is for someone to fit to and also because it's um  because of the fittings of everything um and the   W the shape of the kitchen as well it was sort of  um we were unsure on how to sort of do the kitchen   so I said with um get someone in professional to  have a look and give us a a plan to to do it fine   no that makes sense yeah we can we can definitely  do that then do you is the flooring and everything   done sorry is the flooring and everything already  done no the flooring will be doing as well okay   absolutely W to get the flooring down before  you know I mean we wer which yeah AB no that's   absolutely fine or what what I what I want to do  or what I think would be best is when when when   people get in the uh back in today after because  everyone's out on doing jobs at the moment I'll   have a conversation with the team and I'll see uh  when we're available to come out and do a quote   and then I'll get someone to give you a call  within the next 24 but just so I know um for   next week what is your availability like I work  Monday to Friday so anytime after 5:00 or yeah   or weekends okay so weekends preferably okay  if possible prefer weekends that's absolutely   fine and and with the same it would be the same  availability for the week after basically so if if   if for whatever reason we couldn't come out next  week would it be the same availability for the   week after as well yeah yeah that' be fine okay  absolutely fine there's no r at the moment I'm   just I'm waiting for the money to be transferred  anyway so that's going to take a while okay not   a problem do you know do you have a timeline on  that or um not it should be I was told would be   four six weeks it should be less than that yeah  yeah no worries okay right then well I'll speak   to the team and I'll get someone to give you a  call within the next 24 hours just to arrange a   question okay that' be great thank you very thanks  so much take care have a good one cheers byebye   bye okay so that'll give you an idea of course  tailor it to your own clients so we've had a   conversation with a client they answered okay it's  gone positively they're qualified what do we do   now well the ultimate goal is a booked meeting  okay or an appointment okay hence appointment   setting okay and this isn't always you booking  this appointment for example you noticed on those   calls I didn't book the appointment directly the  client actually wanted me to hand over the details   of a qualified lead straight to the them so they  can call them up and arrange a home visit okay   contractors typically work on very sporadic Tim  taes they don't really know when they're going   to be free they might finish earlier today and  therefore they can go visit someone's home and   so they want to call them up and see if they're  free so they can go and do that visit so that was   the arrangement I had with that client but let's  say you're working with a hair transplant clinic   okay a hair transplant clinic they're going to  want you to book in appointments straight onto   their calendar okay so you might have access  to their calendar or you could do this on go   high level or you can do this on their own system  whatever calendar system system they're using it   might be Google Calendars but you'll be able to  speak to those leads on the phone and actually   book them in straight to the availability hence  appointment setting and at this point your job is   done for the majority of agencies most businesses  are pretty happy at that point you can go further   than this and start managing when the meeting  is attended okay is the client close have they   cancelled have you got a cancellation flow did  they no show and therefore setting up a no show   flow but all these things I'm going to save for  another time in fact we go through this in depth   and the academy so I'm not going to go through  this right now it's more relevant for if you are   getting deep and granular into the backend sales  process of working with your clients which high   level agencies will do and you won't necessarily  will uh until you're established making over 10K   a month um but it is important when it comes to  actually using this process for managing your   own agency because of course you're going to get  no shows you're going to be negotiating you're   going to get cancellations and we have a series  of different workflows that you can set up on   that basis but that's not relevant um for for this  video just keep everything as relevant as possible   what about if someone doesn't answer well this  is simple what we're going to do is we're going   to set a task reminder to call tomorrow but it's  really important if they don't answer first time   round double dial them you always want to double  dial leads what do I mean by that you call them   dial no answer okay called them dial straight  away okay because sometimes people are driving   they don't recognize the number they're a little  bit nervous they don't answer then they answer the   second time because they think it's important  and then you have a positive conversation with   that lead so always make sure that you double  dial if they don't answer then set yourself a   task or a reminder to call them tomorrow okay so  to do that all we need to do we go on the lead   we just called them up we're going to go on task  and we're going to click add we're going to set   ourselves a reminder okay we got the due date  there to call this lead up tomorrow and we're   going to call this lead every day okay we're  going to go around and call them every day if   they don't answer we'll call them every single day  just like we would when we're called calling don't   be afraid to hammer these leads okay they are not  cold leads remember that these leads raise their   hand they've expressed interest in the service  therefore they've given us permission to sell   so them not answering the first time round is not  an indicator that they're not interested it simply   means that they're busy and they can't get to the  phone right now so you need to call these leads   on a daily basis until you get either a yes or a  no and sometimes a no is as good as a yes because   it gives you permission to stop following up with  them and stop wasting time sometimes people just   change their mind that's absolutely okay but but  on a daily basis you're going to be going through   this cycle you're either going to you're going  to call them up you're going to get an answer   then you're going to try and book them in or  you're going to call them up you're going to   get no answer you're going to remind yourself  aord the next day and you're going to go around   on this cycle until you get an answer from each  and every lead until you squeeze a yes or a no now   whilst you are doing these calls you can set up  an automation to be following up with these leads   Via SMS or email or Whatsapp automatically roughly  every 2 days I would recommend following up with   the leads until you get an answer if you get a  positive response then you're going to move that   lead onto the conversations pipeline conversations  tab now this is actually the most important stage   in the pipeline this is the stage that you're  going to check first every single day because   these are the leads you're actively engaging in  conversation with that you haven't yet managed to   book an appointment with so you're going to check  this every day and ultimately try and get them   booked in for a meeting which is our end goal if  we get a negative response from these automations   on SMS or email then we can just simply remove  them from the pipeline we don't need to waste   our time with this contact anymore but they will  be hosted in our contacts tab so we can get their   information if we want to do a reignition campaign  um in the future uh if we've got a new offer that   we're launching for example so we will have those  contacts but we do want to remove them from the   active pipeline if we're calling them daily and  we're sending the these automated messages and   we're not hearing anything from them okay then  we can add them to our the ghosting stage on our   pipeline I like to add them to the ghosting stage  on the pipeline if we haven't heard anything from   the lead in five days so we can automatically add  them to that stage through a workflow that's going   to start what we call the ghosting flow and that  is simply another em/ SMS follow-up sequence which   is a little bit it's kind of different toneal  here it's like hang on you filled in this form   but I haven't heard from you yet what happened  here have you changed your mind Etc there are   a series of different smss and emails that we  would then send over to that lead or leave that   open to your imagination on how you go ahead and  set that up but the most important thing to take   from this workflow is we are plugging the holes  in absolutely all areas okay if we're calling them   up we're sending them SMS if they don't respond  we putting them in a ghosting flow these leads   cannot Escape without giving us some kind of an  answer whether it's a yes or a no and it's is the   same thought process that we're following when  it comes to our own Outreach for our agency okay   we call up every lead on our lead sheet we email  every lead on our lead we send them a DM until we   get an answer out of every single lead if you're  not doing that you are just wasting opportunity   along the road so this is our appointment setting  system and for all of these workflows we've got   them already set up inside of our program The affl  Academy if you are in the academy and you haven't   yet accessed all of these paid ads flows no the  the uh outbound organic flows as well absolutely   every email and SMS that you can send it's already  built for you guys you can access go check out the   high level training inside of the program or  click Link in the description if you haven't   yet checked that out so let's very quickly touch  on teams okay and it's pretty simple okay when it   comes to appointment setting teams okay first  of all you're going to be able to manage as a   solo founder realistically depending on how much  money you're spending from your clients you're   probably going to be able to manage three to six  clients by yourself okay that's what you're truly   going to be able to manage if you are offering an  appointment setting Service as well because you're   realistically going to be generating maybe one or  two leads a day per client and calling them up and   following up those leads Etc three to six clients  is what you're going to be looking at and you're   going to be earning at this point anything from 3K  or even 2K in some cases all the way up to 10K in   other cases realistically akla let's just let's  keep this nice and conservative okay so you got   budget there to spend you've got money money to  blow on building a team okay now you're probably   going to hire somebody in the ads Department okay  so you're going to want to have a media buyer   you're going to want to pay anything from 1K to 2K  for your first media buyer okay for a junior media   buyer starting and this is actually an optional  role you might still want to run the ads yourself   okay at this point that's absolutely fine but I'm  going to just quickly build this out on the basis   of you not wanting to run your ads yourself at  all and just being able to focus on sales CU   you're then going to want to hire an appointment  setter as well the setter is going to be able to   manage the entire workflow that we went through  today you can pay anything from let's say $600   all the way up to 2K but realistically you don't  want to be paying more than 1.5k for your first   appointment set these are entry level roles okay  these are people with limited experience I say   limited experience people have' got experiences  in these roles but they haven't worked for like   tens and tens of different agencies and therefore  you're paying a smaller amount of money for these   people they're going to be perfectly suitable  for the level of agency that you're going to   be running but where you actually going to find  these people okay cuz it's quite specific so I   can create a whole video on on this guys if you  want me to like talk about this in more detail   than we can um but I would hire from LinkedIn jobs  LinkedIn jobs is an amazing talent pool and then   we also have Facebook groups okay and you want to  create like a simple type form okay A type form   interview questionnaire that people can fill in  to apply so you can qualify those individuals so   you don't waste time I'd hire from South Africa  predominantly that's where you're going to get a   lowcost talent pool that's going to be incredibly  high quality perfect spoken English which is very   important when you're dealing with appointment  sets they calling up your your clients in the   UK or the US you want to make sure the English  is perfect or Eastern Europe is another really   great option here South America another really  great option okay and then we do have places like   India and the Philippines okay but these aren't  as suitable these are great for these media buyer   roles okay but not as great for appointment  sets these are more suitable for appointment   Setters because of the perfect spoken English  which is very important when you are speaking   on behalf of clients and that is of course going  to S your profit margins you're probably going   to sack sacrifice like 30 40% of your profit  margins here but you're then going to have the   capacity to scale up okay it does depend on your  industry to scale up to anything from 10 to 15   clients with this infrastructure and be making  anything from 10 to 20K per month plus okay so   now you're make you're a lot more profitable  in your agency you're no longer delivering a   service okay yourself okay you're delivering an  exceptional service getting incredible results   for your clients but you can just focus on the  vision you can focus on scaling the team you can   focus on the sales okay and just continue scaling  the business up now you might want another couple   of teams here like a copywriter or a content  creator for example depending on the clients   that you're working with but this will give you  a basic example you want me to go into this more   detail in another video in the future I will do  drop a comment down below but for now that is   the appointment setting system go implement it  take pride in your service over deliver to each   and every one of your clients and you will scale  your agency infinitely I'll see you soon cheers