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16/10/2023

Summary

We had a meeting where everyone got to meet each other and had a good time. We shared things that worked well, things that needed improvement, and strategies on how to improve these things.

Individual Feedback

Danny

Biggest Win: This recent sale with the lady whom Oprah sponsored. Nice!
WWW - What worked well
Qualifying hard on the triage, especially with things like budget
Framing Lucas as the prize - not booking the sales call on the triage. Instead, framing it as we have to get Lucas on board with the idea first and then book the next call.
EBI - Even Better If...
More info on key questions, such as:
Course integration with payments
Coda vs Kajabi (and other platforms)
Ad Spend
What’s the take-home for the client after the 20% rev share?
Credibility drivers. For example, a “Trust Packet”, such as a landing page where we collect screenshots of wins, testimonials, funnel examples that are doing well, etc.

Jackson

Biggest Win: $100k in rev last month. Wow!
WWW - What worked well
Getting more familiar with the product and better at explaining it
EBI - Even Better If...
The “Google-ability” of the company, such as:
Getting more PR out there so we rank higher.
Fixing LinkedIn - had a client that found Lucas's LinkedIn and complained, saying he looked like he had just gone surfing or something 😂
Just making sure when people complete their Due Diligence, they see all the good things about us.
Show rates on Triages the last few weeks

Jake

Biggest Win: PIF THE PUFFY DRAGON 🐉 🔥🔥
WWW - What worked well
Marketing is excellent. The leads coming through are mostly good.
Getting better at product knowledge, the different avatars we can help, and how to speak to them.
EBI - Even Better If...
Better sales communication with the sales team - what’s working across the board, using the same script, etc.
Working on the sales process together, training and breaking down successful recordings, or just getting access to them.

Mukul

Biggest Win: Alex Henderson, his first sale. Get ‘em!
WWW - What worked well
Getting better at the process like triaging and sales. Constant training and review to improve.
EBI - Even Better If...
Qualifying harder on the triage
Higher show rates on the sales call

What’s next?

Improve company credibility through PR and testimonials.
Create a landing page or “Trust Packet”.
Work on our triage process and access to recordings

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