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Automated Consultant
1
How much revenue did you make last quarter?
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Not sure? Take last year's revenue and divide by 4. Just getting started? Just put what you're anticipating. Ballpark is ok.
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2
How many clients or customers did you serve last quarter to make that revenue?
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Same drill - ballpark is okay, we just want realistic numbers to work with.
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3
Cool, so this is about what you made for each client or customer last quarter:
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4
Okay, think about the administrative stuff you do when you're acquiring a new customer. Check those that apply to you.
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(In parenthesis is about how long each of these takes for you to do. You might take less or more time, but don't sweat it - it's not really rocket science, we're just looking for some realistic numbers.)
Write an email to somebody who fills out a form on our website (5 minutes)
Work with a prospect to schedule a discussion (5 minutes)
Facilitate a phone or in-person survey, intake or assessment to get to know their needs (30 minutes)
Input them into a proposal (2 minutes)
Send a followup email (3 minutes)
Input them into invoicing software (2 minutes)
Invite them into a project management app (2 minutes)
Input them into your time-tracking app (2 minutes)
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5
Fun fact - this is about how many
hours
you're spending onboarding new customers a year.
Not valuable consultation, usually not even billable time - just boring administrative stuff! Surprised? Hey, the little stuff adds up. If it'll make you feel better go back and change stuff
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6
This is about your hourly rate
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7
This is how much it's costing you!
Whaaaat? Hang on that can't be right. Carry the two...square root of 19...multiply by pi... Actually, figure 2080 working hours a year. Divide your annual revenue by 2080 to get your hourly wage, then multiply that by the hours you're spending onboarding new customers.
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8
But here's what you could bring that cost down to!
How? By learning how to AUTOMATE YOUR PROCESSES. And it's not hard to do! I guesstimate this is a minimum - you can save at least 75% of your time.
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9
I'm going to show you how.
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Shoot me your email address and I'm going to send you a FREE 5-email course that walks you through what you need to know, think and do to start automating some of your time consuming, money-sucking processes. Zero BS - this is the stuff I practice myself that saves me thousands of dollars a year.
example@example.com
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10
Last step, what's your first name?
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