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Captured client problems table

Captured client problems table
0
Client
Problem - Cause, impact and other details
Solution and action items
DOKRI - Dept.,OKR,Init.
1
Nellie
why not sell at $2000
I feel my product is not yet worth it $2000
how does a $2000 program look like
what extra content?
content from 60 day bootcamp - flesh that as a curriculum
goal as 100k at the end of bootcamp → do you really need ??
results testimonials
Sales
Make 100k this year
2
Nellie
not yet able to take time free
working towards - "clockwork" book

3
Nellie
something you hate doing? - social media - very much the one doing the messaging
behind on it
recorded loom videos, SOP messages
check messages twice a day
how is it going? what are the messages
you can start them in messenger but can take them on email
4
Nellie
the only one doing selling and facebook lives
5
Samuele
If I am not working will not get the revenue.

Cause:
find someone to get someone to sell at their conversion rates

→ get someone to sell with a min conversion rate, you sell to those that they don't manage to,
they don't follow the script - they give up, they don't sell and give up on
→ 1 out of 5, out of 6
→ don't give up on sales reps - of they are good, make them close better
tried
what if you have to leave?
6
Samuele
He works a lot I work 15-18 hr days, he thinks he can handle it for 2 more years, not more. Feeling like someone not having the right key to the door - tried 1000 keys.
Loves his life, but would love and be more instead of fix error

Cause:
He is not a leader so he cannot inspire people to get better, to make then align to the mission, to feel motivated
I want them to become - interested in working better than today
inspire them so they become managers instead of executors. gave them resources, coaching calls with them every morning
align the team to a mission
inspire the team
invest more in developing the sales people
7
Samuele
All the clients want to speak with him - NOT a brand
8
Samuele
Hates content production and that he cannot delegate it.

Cause:
because he only has the information, he is in business for 3 years, speaks same language as them. That's why he chose dentist - they don't need his face
9
Samuele
Doesn't want to increase ads because he's afraid to lose money, and would love to find a way to scale -
10
Samuele
would love to get all people results 100% not 86% as now
11
Samuele
The clients that don’t get results, 14%, are not doing the work and blame him that they don't do that kind of work - they say they are not working tried to sell them
12
Sorin
I plan activities and don’t get them done in my estimate even if it was accurate.
13
Sorin
I have a lot of unplanned things to do
14
Sorin
Putting down fires, working in the business instead of on the business
I don’t have an assistant that I can delegate things too
it’s my way of approaching them
it’s not if I should put down the fires, but how can i do it better
delegate, but not now, but after therapy business
it may be you’re not used to it
how many hours worth of work could you delegate now? - 5-7/ week
15
Sorin
I don’t have templates, processes, procedures for this specific type of contracts - they are not available, I have to create them
time is stopping me
just document the current one in. way you can reuse it later - good, detailed structure
16
Sorin
hard to make progress on the new business
i get distracted when doing the tasks
don’t know where to start - how to progress
book block of time and focus on the project at hand
have the KR in mind and work only on what it requires (have the first free coaching session)
have a list of tasks that need to be done to achieve that KR
if you don’t know what task those should be or what order, or how to do any of them, ask your coach - Aris
until you can reach him or he gets back to you, just make a choice and run with that - it really doesn’t matter if it’s the best, what matters is to get something focused done, form individual tasks - raise on FB group
define “this is my question” and “this was my best guess that I ran with it”
17
Casey
18
Marie
How can I have my VA take on more complex tasks that require analysis?
train their VA to take ownership - passing through process not just execution - process of setting OKRs, business workflows
19
Nicolas Hoffmann
There are no rows in this table
Free clients
0
Name
Date
1
Nellie
2
Samuele
3
Sorin
4
Casey
5
Marie
6
Benjamin
7
Nicolas Hoffmann
There are no rows in this table
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