Small Batch System: Agent Onboarding, Done-For-You Campaigns & Scaling Up with Go High Level
Live Webinar with Vanessa Roberts
(Raw transcription; not proofed for grammar or spelling.)
Click here for Google Doc of the transcript.
[0:14] I didn't hear.
[0:21] Usually there's a welcome to the webinar.
[0:23] So let me know in the chat if you can hear me.
[0:29] Can you hear me?
[0:31] Yes, awesome. Paul says yes, okay. I was having such audio trouble last week. Let me get a screen up, everyone. Yep, sorry for the trouble last week. I had a last-minute — I got called in to some ERTC legal conversations with some lawyers, at the very last minute, and it took over my morning.
NDA & Agent Onboarding Overview
[0:59] Let's see, here we go, does everybody see the Small Batch System Facebook group? I want to make sure my screen is showing — excellent, okay, fabulous, fabulous, fabulous. Okay, so we have been rocking and rolling with Q&A, leaving it up to y'all to tell me what you need me to focus on. I am getting a lot of questions about the NDA agent onboarding process. So if you don't mind me taking some time this morning to just simply walk through where we are at with the agent onboarding. If everybody here received your NDAs, if you signed your NDAs, if you didn't and you don't want to participate, let me know. Let me just get the temperature of the room so I know what we can talk about. I won't go into anything confidential, of course, but I do want to keep it topical and relevant to what we're talking about.
[2:03] Paul's asking — okay, so if you warmed up an email but then didn't use it for about a month, you want to warm it up again? Yeah, sure, that's absolutely fine. Just send in another done-for-you email warmup account. Is that done for you? That's a done-for-you request — we'll take care of that for you, Paul. That's a great question.
[2:18] All right, Britt does want us to review it. I got mine and signed it. Excellent, Adele, sounds good. Oh, okay, Amy already has the FinTitan Nexus, fabulous. I would like the status of the NDA program, great. Your mic sounds shaky — thank you for letting me know. There's a driver issue. I've updated it and restarted it about a million times. If it gets bad, please let me know. I will call in from the phone. It's a juggle, but if I need to make that improvement, I will, so I'll be watching for your feedback.
[2:47] All right, so, sign the NDA — is the clock ticking? Okay, I will review. All right, so, the first step was signing the NDA, and this is what it looks like in PandaDoc, right? Once you sign the NDA — okay, the audio's still bad. Kevin says, does everybody agree audio's bad? Okay, all right, then thank you for your patience. So give me one second to call in from my phone. There will be some dead air for just a moment, but then we'll be good to go. Hold on one sec.
[4:08] Are we in? We're in — better. Okay, fantastic. Fabulous, fabulous, fabulous. All right, let me catch up. Yep, just signed in through the phone.
Agent Agreement & FinTitan Onboarding Process
[4:21] Okay, so everybody signs the NDA. The trigger for receiving the agent agreement was a signed NDA. There was about a week delay in between signing the NDA and getting the agent agreement. The agent agreement did outline that once the agent agreement was executed, there was a 90-day probationary period for remaining a FinTitan agent to refer business to FinTitan. I have to measure my words to make sure I'm not spilling anything because this is a recorded call. Then there were questions about marketing materials. So the marketing materials are delivered to you securely through the FinTitan agent dashboard. So those are there — that is, they exist. There's a link on your dashboard for that content.
[5:16] So it goes: sign the NDA, we receive your signed NDA, that triggered an agent agreement. You sign the agent agreement. You got another email that had a secure link to establish your FinTitan agent account — your username, password — this generated your personal referral link that tracks your deals, that takes you to the landing page, and it also was you establishing your username and password to get into the portal where you will track your deals and where you will receive all of the marketing materials that are there now, yes.
[5:52] And we rolled out agent calls — just like this, like your Small Batch calls — on Mondays at noon. Wednesdays at 11 a.m. Eastern, we will have agent meetings with Brian Anderson and myself and, you know, guest speakers and trainers and marketing experts, etc. And we will talk about marketing the FinTitan program. The recordings of those calls will be available through that same marketing material link inside your FinTitan agent dashboard portal. So any questions about that?
CRM Tags, Leads & Sales Team Tracking
[6:35] Reading the questions, one quick minute. I've just started a campaign. I noticed that tags have changed. I noticed in Go High Level that some tags have changed to “hot” and “engaged 30” — excellent. Does that mean your salespeople are already talking to them now? Chris, the only way to tell if a deal is being spoken to by a sales team is to look in your FinTitan dashboard portal and track your deal there. Your CRM does not connect with any sales or meeting interface with FinTitan. Your CRM only manages the activity that your CRM is controlling, right? Sending emails, opened emails, replied emails, etc. So, no, it's not telling you that our sales team is talking to them. Your CRM will tell you that they have opened, clicked, etc., in your CRM.
[7:35] Now, let me say — congratulations on getting that engagement. That's fantastic. But you will need to monitor your FinTitan agent portal to check the status of deals. Right — two separate worlds working together.
[7:49] I also need to ask — we have marketing assets now. Yes, we do. I submitted a CAN-SPAM analysis already. Not sure if they are compliant, Amy — I wrote the emails. They are compliant. So you're good to go.
Agent Program: Wednesday Calls & Confidential Materials
[8:00] Will we receive call scripts in the marketing materials? Let me tell you — let's take all of the questions about the actual program for the agents onto the Wednesday calls, okay? Because now we're going to start tapping into that edge of the NDA — what I can and can't talk about. All right, so any questions about anything that's not emails, right? So we can talk about running the provided campaigns in Small Batch, but I can't talk about the other marketing stuff. Okay, but we will absolutely talk about it on Wednesday.
[8:37] I never got a link for the dashboard. Steve, please send us a ticket at getsupport.biz so we can help you.
[8:42] Sorry to ask, but I've been sick — is there a price to join monthly? No, Connie. As a Small Batch System member, you actually have exclusive access to promote the FinTitan offer. So you were sent an NDA to sign, which kicks off the whole onboarding process. And if you don't see it, you can send us a ticket and I can get it out to you. I'm so sorry you've been sick.
[9:05] The only other folks besides Small Batch members that are able to promote are right now the Platinum Agents from ERTC. So it is a very, very, very small community — a very small list of folks who are able to share this opportunity. Like Brian said, it's the nuclear offer.
[9:24] Kat, the 90 days starts the day you sign your agent agreement. I cannot adjust that date — it is hard-coded into your signature in your PandaDoc.
[9:36] I still have time to sign the agent agreement — and in the, yes, right, if you are missing the NDA or the agent agreement, anything, you absolutely, we can still get that started. If you need me to resend it to you, I absolutely will. Just send us a ticket at getsupport.biz. I can get you — if you're having trouble actually receiving the email, I can get you just the direct link. So we'll do whatever you need — we'll get it to you. So just send us a ticket.
[10:00] When will the meetings with the agency be? That's Wednesdays at 11 a.m. So after you sign your agent agreement, you are registered for those calls and you're given a confidential join meeting link.
[10:15] Let's see, I didn't get the agent account email — Eric, yep, please send us a support ticket. Adele, I can't tell — you've sent me a follow-up request but I don't know. Let's see.
[10:35] So I assume that you will be sending out — okay, so Walt says, I assume you'll be sending out the campaigns for us to use in Small Batch. No. The campaigns are available to you inside your agent dashboard. This is for confidentiality purposes. You can then use them in the done-for-you campaign request by choosing the option, “I have my own email campaign.”
[10:58] We are not publishing it in the Small Batch System because not everybody in Small Batch signed the NDA. So all marketing materials that exist now and that are going to be created in the future will be delivered through logging into your FinTitan agent dashboard so that we can control the application. What is the ticket link? www.getsupport.biz.
Done-For-You Campaign Setup & List Management
[11:33] Thanks, Britt. That's fantastic. I am confused on what to submit for Done For You. When I get my daily list of leads, I have been running them through an email verifier. I then parse that list and submit. Is that correct, or should I just submit the raw data? Okay, Chris, that's a fantastic question.
[11:49] I would like to remind everybody — let me jump over here so I can update my screen and point to what I want you to look at: smallbatchsystem.com. All right. So if you're confused about running any of the done-for-you services, Chris — I am going to answer your question, but I do want to front-load this information. We talk about it on every single call and I will continue to do so because it is so important. When you log in to the Small Batch System membership, the very first thing we ask you to do is go through the done-for-you system walkthrough. It's an hour-long call where I go through every single Done-For-You service we offer and we talk through it and answer all the common questions. This, I have found, will answer 99% of every question every member has ever had about Done For You.
[13:02] Then, on the individual pages up here under Done For You — if we come up here to Done-For-You Campaign Setup — what you're also going to see is a short-form video, only three minutes, where we walk through not all of the done-for-you services but this specific Done For You. Okay, so if you don't have time for the whole hour, I recommend you definitely watch that at least one time. But if you ever need a refresher, on every single page for every single Done-For-You service we do have a tutorial on how to use that done-for-you system.
[13:32] Okay, now I will answer your question. The way a done-for-you campaign setup works — you receive a list. You can request a list every single day, any industry, any geographical location in the entire world, and we'll give you a list. That could be 1,000 names, that could be 5,000 names, it could be 250 names, it could be 18 names. The way it works is we scour the internet for businesses — think of the business industry type that you request as a keyword — so businesses using that keyword market themselves servicing the area that you have requested.
[14:12] Okay, so if you request five cities in Georgia, if there is an HVAC company that says on the internet that they service Atlanta and you request HVAC contacts in Atlanta, that is how you're going to get that listing. Okay, it is not the physical location, the address of the business — so you get a much wider, much longer list, a much wider net you're casting. Okay, so let's say every single day you get a list of a thousand — well, with the Small Batch methodology, you're going to send no more than 50 cold emails a day from a sender address. Well, you've got a thousand emails, raw scrapes from the internet, right? So how do we manage that? Okay, you do not have to incur the expense of cleaning that list. That is a service that is provided to you as part of your Small Batch membership. We try really, really hard to not add expenses when we are providing this done-for-you service because there is an expense to this membership — we understand it — and we try to provide all of the services that you need so that you're not going into your wallet for more, right?
[15:35] So can you clean your list? You absolutely can. This is your data. You can do whatever you want — it's yours. But if you're using our service, you don't need to do it twice because we are going to do it. So for your Done-For-You campaign, we ask that you take your list of 1,000, 5,000, 10,000 email addresses and you pick 100 — 75 to 100, 75 minimum, 100 maximum — that you provide right here: your contact list. I will load a CSV with 75 to 100 emails. Or if you already have some loaded in your CRM and you have tagged them to identify them — for example, if you have hot leads and you want to send an email to all your hot leads, you could choose this. But for this conversation, we're talking about you giving us a list of 75 to 100 emails.
[16:32] When you select that, we give you some more information just to make sure you understand the process. We take your list of 75 to 100 and we clean them through our email verifier — again, we incur this expense, we cover this for you. We then load the clean contacts into your CRM for you. We then add those identified and cleaned contacts into the campaign that you tell us you want them to receive.
[17:09] So all you have to do — say you have a list of a thousand names — break it up into ten little sub-lists, and you can request ten campaigns, a list of a hundred each. Set it up, you can set the date. You could request them all be set up — you could do all the work today, right? The earliest date you want this to go — so you could set up one to start on the 16th, do another request with another list to start on the 23rd, another request with another list to start on the 30th, okay? So one list of 1,000 will give you 10 done-for-you campaigns ready to rock and roll. All you have to do is break them out into sub-lists.
[17:53] Okay, Chris, any questions about how to manage and allow us to clean your list for you and how to manage a Done-For-You campaign? I don't want to rush it. I want to make sure everybody understands. And if anything I said has caused a new question to come up, let me know. I'd really love to dig deep, dive down, and make sure everybody understands.
Specifying Email Sequence Timing
[18:15] When submitting a Done-For-You campaign, should we specify email sequence timing since these campaigns aren't in the existing template? Yes. So when you submit “I have my own email campaign,” kindly make sure your email template has undergone our done-for-you content. All you do is choose your file to upload. Okay, so when you pull a campaign from another source — including the FinTitan marketing, or you write your own, or an affiliate that you're partnering with, or an affiliate program is giving you a swipe — yes, you have to tell us the timing. You have to say, “I want one email per day,” “I want one email every other day,” “I want an email every single day for 30 days but not weekends.” Whatever you want, we're going to do it for you. You can either include it in the Word document that you're uploading or put it in your notes. Okay, we work really, really hard to work with you and give you what you want.
[19:18] Susan, she's asking about money for commissions for FinTitan. It's not set up yet, but more details will come on the confidential calls on Wednesday.
[19:31] When submitting a done-for-you campaign, should we specify — oh, I already read that. Yes, please do. Please tell us how frequently you want to send. I'm a big advocate of every weekday, especially if you're contacting businesses.
Warm & Hot Leads — Tracking & Smart Lists
[19:43] How can we see how many warm contacts we have? Then we compile a fresh list to send without limits. Kevin, inside your Small Batch CRM — which I'm going to presume is what you're referring to — you can look at your tags and then sort by everyone who has a tag “warm” and/or “hot.” And it's all right there. And remember, those hot and warm tags get applied automatically based on engagement when you've got the Engagement Amplifier activated.
[20:08] Can you explain the use of smart list usage? I use it to upload. Okay, Amy, this is an in-depth technical application for a Go High Level functionality that I am not going to teach. Basically, a smart list — and I'm not going to get too deep into it because it is complex, but I am going to tell you how you could learn about it so I won't leave you unsatisfied.
[20:33] So a smart list, for everyone who's wondering — you tell a campaign to start to run, and you say, “I want to use a smart list.” And a smart list would be: you give it criteria — everyone who has this tag, call it, oh my gosh, I don't know, “HVAC hot,” right? Everybody who has the tag “HVAC hot.” Or two tags — “HVAC” and “hot.” So you can do like an “if this, then that” combination. You can get everybody that is hot and also is an HVAC contact, however you're tracking your list, right? Now, if I were to pull that list today, I want to know every HVAC — every contact in my CRM that has the tag “HVAC,” and every one that has “HVAC” that also has a “hot” tag. That could be 15 contacts today, but let's say tomorrow an HVAC contact — or a contact who has the tag “HVAC” — becomes a hot contact because they engage tomorrow.
[21:41] If I pulled a static list today, then tomorrow they're not on that list, right? But with a smart list, every time an email comes up in a campaign that is pre-scheduled, every single time a new email comes up — so tomorrow when it comes time to send this email, instead of looking at the original static list that was set up the day the campaign was started, it looks at and reevaluates all the tags on all the contacts in real time. So it adds and removes people based on the tags at the time the email gets sent. Does that make sense — what a smart list is? Okay, that's what that is.
[22:34] Now, using a smart list — that is an advanced skill inside of Go High Level. I am functional in Go High Level. Rose is our resident expert, but for true, really incredible great training, Go High Level is the expert I want to refer you to, right? It's their bread and butter. It's their everyday existence, right? This is the world they live in. No one is going to teach you this better than the Go High Level instructors, right? The creators, the coders, the experts.
Go High Level Academy & Free Trial Training
[23:27] So what we've got set up here under the Small Batch System CRM — we've got CRM tech training. Does everybody see this on my page? What I have here is instructions on how you can participate in the Go High Level Academy for two weeks without ever paying anything, if that's what you want to do. The trick is they will train you on absolutely everything. They will get on Zoom calls with you, answer your one-on-one instruction — it is Chef's Kiss the best onboarding training experience I have ever had with any product I've ever purchased. But they want you to pay for it, right?
[24:13] Well, Go High Level offers a two-week trial period for their Pro accounts. Now, you might not be ready to upgrade your Small Batch System CRM to Pro. When you're ready to scale up, we encourage you to do this so that you can send unlimited emails to your hot list — that's the goal. But that will require a Pro account at some point. I am not rushing you. So I wanted to make it clear that you absolutely can take advantage of the training by signing up for this trial. Just be sure you cancel before the trial is over, right?
[24:52] And it may happen that within this 14-day trial you decide you absolutely want these advanced features, you're ready to scale up, etc. So to make sure that you start your trial in such a way that — if you choose to continue and keep the account — we are still able to provide you the done-for-you services and migrate your Small Batch account over into the Pro account, we do have to make sure that you use the links to start your trial from this page.
[25:23] Okay, so when you start your 14-day Pro trial, up here you'll see that you're referred by the AMA Family LLC 6-2. By starting your trial through here, this ensures that we are able to continue to provide the done-for-you email campaigns, load them into your account, manage things for you — your Engagement Amplifier, methodology, system, automation — all of it still works. We just have to keep that referral connection intact. But yep, start your free 14-day trial today, use the same email address, etc. And then we've got the Access the Go High Level Academy. So once you've started your trial, then you can access and have unlimited access to their training for how to use the advanced features of your CRM if you want to go far beyond and wider than the done-for-you system.
List Cleaning, Campaigns & Managing Large Lists
[26:25] All right, so do we get that answered adequately? Okay, so this does not make sense for an unclean list. If I give you a list of 100 and 85 are bad, then it is a wasted day. If I give you a clean list of 100, there's a good chance 50 will go out. Yep, Chris, if you want to do it that way, you absolutely can. We like to set it up in a way that you don't have to have that expense. We have found that providing a list of 100, we very solidly get 50 usable email addresses. That's why we selected those numbers. But you absolutely 100% can clean your email first. That is totally fine.
[27:13] Okay, I've got some questions that are kind of like half sentences and so I've lost context. So if I'm not answering your questions, just please give me a full question so I know what you're asking and I can answer it.
[27:26] Where is the link for the Wednesday session? Scott is asking about the FinTitan agent links. Those are confidential and sent to you directly through GoToWebinar and also through the confirmation email that I sent after you signed up. It is not publicly available because it is only available to people who both signed the NDA and set up an agent agreement. So there is not a publicly available link for the Wednesday call. If you don't have yours, you can send a ticket at getsupport.biz. We will help you after we validate that all of those agreements have been executed.
[28:02] I thought we could only send one done-for-you campaign, like a 21-day one, and then I have to wait until that 21-day campaign is over before I can submit another — okay? That's a great question, and I'll help clarify. You can't run two campaigns at once because if you're using the Small Batch CRM, you only have one email sender. What you can do is set them up and schedule them. So if you have a 21-day campaign and you start the first one on Wednesday the 1st, then that's set up. You can come in and request another campaign to start on the 22nd. You can submit your request to get them scheduled. You don't have to wait to do that. We will set up five campaigns at a time for you. You just have to make sure that you have the bandwidth with your sender address so that they don't overlap. Does that make sense? All right, let me know if that's not clear. We can get back down into it.
[29:16] Okay, I sent one campaign — a 10-day campaign. I sent a campaign for the next day and it was a 10-day campaign as well. I'm confused. So, Chris, what you would do there is if you wanted to start a campaign for 10 days to 50 people from a single sender, you would select the start date to be the first. And then, when you schedule the second campaign that will start when the first campaign ends — which will go to different contacts — you would schedule that start date to be after the finish of the first. So if the first campaign runs from Wednesday the 1st to Friday the 10th, you could then theoretically start another campaign scheduled for Monday the 13th to run through Thursday the 23rd. Then you could have a third campaign that started on the 24th and ran through, etc., etc. Okay, you're just bookending them instead of stacking them, right? Back-to-back, so there's a consistent flow rather than putting them on top of each other.
[30:27] Cindy asks: say you've segmented your large batch list of a thousand into ten, but there's a duplicate name. I would definitely recommend running your deduplication in your spreadsheet. There are tools in Excel and Google, etc., that allow you to check the entire document for duplicates — I think they have to be on the same sheet, though. So just check it for duplicates before you segment. A list that we give you shouldn't have duplicates unless you're combining multiple lists, but all of that to say — when we load lists, once we clean them and load them into your account, if there are duplicates, we merge them. So yes, there are instances where maybe if you had a duplicate come across, it could be in multiple campaigns, but if you're only running one at a time, it's okay. It has not been an issue, but yes, I would always run your deduplication prior to segmenting your list.
[31:37] Connie says, when I came in, you were talking about some kind of deadline — would you repeat the deadline info? Yes, Connie. The agent agreement for the FinTitan agent does stipulate that there is a 90-day probationary period for agents, so that is covered inside the agent agreement, so be sure to check that out.
Click-to-Call Metrics & Campaign Scheduling
[31:56] I've located the marketing materials — fantastic. Where can I find the click-to-call metrics? The team has been enabling that on my phone numbers in the email. Kevin, I don't know — are you using the Small Batch CRM and you put your phone number in the email, and you saw that the emails that are being sent use a click-to-call metric? Are you using a tracking number? Otherwise, it's just a click — it wouldn't be that you're tracking the phone calls. It would just register as a click in the email. If you want to know the people who are calling you, you're going to need to use a call-tracking phone number. If I understand your question, that's the answer. Let me know if I didn't understand it.
[32:46] Kat, the Wednesday calls begin this Wednesday. I haven't started yet, so two days.
[32:52] How long is the nuclear offer email series so I can schedule campaigns appropriately? There's more than one in the members area — I'm sorry, inside your portal dashboard — so that we have varying lengths.
[33:03] I will never get through my contact list at your pace, Chris. That is a possibility. Remember, your Small Batch CRM with one sender is your training wheels account, right? This CRM — the Small Batch System CRM with a single sender account — is intended to get you trained, get you functional, get you using the system, right? And when you're ready to scale up and add additional sender addresses so that you could run 10 campaigns at 50 each per day — bumping you from 50 to 500 very quickly — you just have to upgrade your account to Pro.
[33:47] But again, we want to make sure that you fully understand and are using it at a very strong, competent level using the CRM before you incur the expense of upgrading to a Go High Level Pro account. So no — we absolutely understand that 50 emails per day forever is a snail's pace, right? But it is like — like we talked about in the Micro Reach Mastery training — when you go bowling for the first time, you put the bumpers, the guardrails on the gutters. I have bowled a bowling ball and had it ramp off the bumper and go into the next lane and then be a gutter ball one lane over. So it is possible to make a mistake no matter what precautions are put in place.
[34:43] But what we did with the Small Batch CRM was put those bumpers in place to teach members the reason we send 50 emails. If you're sending cold emails, the reason you limit it to 50 per sender on a single domain is so that Google does not see you as a spam cold emailer — so that you develop your list, you warm up your contacts, you build your sender reputation, you understand the tools, you know how to use the done-for-you services, you understand the processes, you understand about how to get your list clean, etc., etc., etc. — so that when you do go from spending zero dollars on your software to spending $97 a month on your software, you can very fluently and efficiently maximize all of these services so that you get the absolute most out of your account and you're not struggling and spending money on this account before you're ready.
[35:45] Okay, so Chris, absolutely yes — when you have your feet solidly under you and you are ready to scale up, yes, definitely look into upgrading to Pro and running 10, 20, 30 campaigns in a day so that you can expand your reach exponentially.
Upgrading to Pro — Domains, Senders & Migration
[36:05] When in Pro, do I need new domains and start over? No, Chris — that's when we were talking about making sure that when you do sign up for Pro, you keep the referral from Brian, the connection between our accounts. What that's going to do is allow us to migrate over your Small Batch CRM. So all the work you've already put into your Small Batch CRM — the domain, the emails, the campaigns, etc., etc., etc. — we are going to white-glove migrate that into your Pro account so you can grow from there without having to start over. All of that is explained here on the Upgrades to Pro page. We definitely don't want to reset you back to zero.
[36:49] Kevin, where do I find the number of clicks to call? You'll look at your reporting for the links inside your CRM — so emails that get clicks. What could skew the information is if you have more than one goal in your email. If you had a click-to-call where the phone number was a link, but you also had a call to action where you were trying to send them to a sales page, for example, and it shows that a person clicked this email, you're going to get a click count but not necessarily which is a click-to-call and which is a click-to-open-page, right? So that's where using a tracking number is really going to benefit you, so that you know exactly how many people dialed the number, what those phone numbers came from, etc., etc., etc.
[37:46] Chris asks: in Pro, can I use the same domain? Yes. In Pro — or in any scenario — we recommend that you use up to but no more than three names on the same domain — three sender accounts on a single domain. So, Chris at mysite.com, Vanessa at mysite.com, Jenny at mysite.com. But not 10 or 15 or 20 or 30 more on that same domain, because then the domain traffic for cold emails starts to become a red flag for the ISPs, the Googles, the Outlooks, etc. So one domain can have three senders, and then you just get another domain and have three more senders, and then another domain and three more senders, etc.
[38:36] Yep, and in the Pro account, you have the ability to have sub-accounts, and that really comes in handy if you are breaking out how you're marketing. Say you wanted a sub-account that does biz-op affiliate marketing — okay? So everything you run through there, the domains that you set up can be targeting business opportunity seekers, right? Where you're selling courses and tools, right? But then you could have another sub-account that you manage that is all of this FinTitan offer. And you can have another sub-account — say you're working with a local business to help them generate new customers or re-engaging their old customers and you're mailing on their behalf. They're a coffee shop, and so they have given you their list and you have a domain that you've set up that supports their efforts. You can mail from senders that are encapsulated in that sub-account; then their contact list is siloed off into that sub-account. The Engagement Amplifier is working for their contacts. You're moving their contacts from cold to warm to hot, etc. And you can keep it all segmented out in these sub-accounts — it's very, very cool.
Sender Rotation, Campaign Flow & Scaling Up
[40:02] How do we rotate our sender email address? And is it recommended for us to do this with our basic account? Susan, with your basic account, you only have one sender, so it's not applicable. And I would not necessarily rotate out sender email addresses. Once you have a cold list that has gone through the engagement campaign, they're either warm or they didn't activate, right? So once they go warm, they're warm to that email that sent them a mail, right? So you want to keep that connection. If you want to try a different email, if you want to rotate — which is completely up to you — you would simply start a new campaign, you would select the contacts that you wanted to send that campaign to, and you would select a different email sender. What you are not going to do is have a campaign with 10 or 15 daily emails and have it come from a different sender every day — which I think is what you meant by rotating. I do not recommend that at all. Remember, you're trying to build a reputation and a relationship with someone to get them from cold to warm so that you can really amp up the marketing.
[41:19] Let's see, Andre says: so if I'm using a 10-day campaign, does the system know to send the sequence to the same leads in the campaign every day? Or do I need to specify? Nope, Andre, that's how a campaign works. When we set it up for you, you tell us the list of 100, right? We clean it, we load the clean 50 at the front of the campaign. And those 50 people are going to get every single email in that 10-day campaign until the campaign stops or until they come out of the campaign because either you stopped it, or they made a purchase, etc., etc., etc.
[41:54] Is a 37.5% open rate and a 5.3% click rate good? Yeah, Susan, that's great. On cold email, that's really good — that's great. Thank you for sharing those real-time numbers because yes, congratulations, that's really good.
[42:11] In Small Batch, if I have three email names from the same account, can I send 50 a day or do I go Pro and can do it from there? You can send 50 per day from one sender with a Small Batch CRM. If you want to send more than 50 per day because you want to use more than one sender, you need to go Pro. Donald, am I answering your question correctly? Yeah. So if you want to send multiple campaigns in a single day from three different senders and you want to send 50 per sender — which is exactly right — that is the Micro Reach Mastery Small Batch methodology. Yes, yes, yes, yes. But we only recommend that you upgrade to Pro and start doing that when you've mastered doing one campaign at a time.
[43:04] Once — like Susan's doing — one campaign at a time, and she's getting these great open rates: 37%, that's almost half. 37 is almost 40 and 40 is almost 50. Yes, more than a third of the emails she's sending in her campaigns are getting opened and then getting clicked, right? Opens are engagement. Remember, opens are good. Most people don't click the first time they open an email. You're building a relationship, right? So Susan is getting really great results. Susan can probably, now that she's comfortable doing it and she's getting these good results, probably add more senders and more domains. I would say Susan is probably ready to bump up to Pro if that's what she wants to do.
Leads Beyond Email — Using Lists for Multiple Channels
[43:57] Okay, Connie — yes, you're right in that assumption. Financial services — yes, yes. And I just — I won't get into that, but those are questions that are best for Wednesday with Brian. So I'm not going to get into it here. Yeah, if you guys have questions about the NDA, agent agreement, marketing materials, what's coming next — I just can't talk about it because I also am under NDA and this is a recorded call that's going out to all members. So please don't feel like I'm not answering — but I do have to say we can talk about it on Wednesday. All right.
[44:34] But Connie — yet, no, you're right. Okay. Are our contacts our leads? Yes, absolutely, Kat. Yes, yes. So you are not limited to the lists that we give you on your daily requests over here with the unlimited lead generation. When we give you a lead list, you are not restricted to only sending them emails. You are absolutely able to pick up the phone and call them, have call dialers, send them a postcard, send them a flyer, walk in with a box of donuts, send them a Facebook message. Use that list for retargeting on Facebook or PPC or Google. The content of those unlimited lead generation lists is yours to do with as you will.
[45:34] And the ipso facto flip of that is: you are not limited to using lists we provide for your emails. If you have another source for email contacts — be it to market yourself, your services, or if you're providing a service to your client like I was talking about the coffee shop — if they have a list of their customers, you absolutely can use those lists to market for yourself or for them.
[46:02] One of the absolute best ways to service a local business is to get a list of their customers, work with a local business to develop an offer — say a free cup of coffee or a free coffee with a muffin purchase. Some offer that they are willing to give. You can't make promises for somebody else, but work with them to develop an offer that is enticing enough, valuable enough to get a customer through the doors, and then you email their customers for them this offer, right? Free cheesecake on your birthday, right? Free margarita on your birthday. Sombrero adornment required.
Campaign List Management — One List Per Campaign
[46:54] Adele says: I want to make sure that you saw my question. Do I upload a new list of 75 to 100 leads every day for the campaign? No, you upload one list per campaign because everyone on that list is going to get all of the emails in that campaign. You don't have to load a new list every day. If a campaign has a 10-day span — and that could be one email every single day for 10 days, it could be one email every weekday for 10 emails which would be 14 days, right? — you set your schedule how you want it, you just pop it in the notes, but only one list of contacts of 50 goes to that entire campaign, so no, you don't have to micromanage it.
[47:52] Donald, any email that you are sending, you have to provide the link you want clicked. For example, if you were promoting a FinTitan offer, you have to get your affiliate tracking link and provide that in the email campaign. In the Done-For-You campaign setup fields, we also have a standalone data field — “URL you would like us to use.” Now, best case, you have put it in your email campaign so that when we load the email campaign, your link is there. But we have this required field here in the done-for-you form because sometimes folks don't give us the URL that they want clicked. Because we have to have it, we do make sure — it's another one of the gutter ball protections, right? We put the bumper in because we try to prevent mistakes from happening. We do make sure that you tell us the URL you would like used in the emails as the click link so that we can make sure any email we send for you gets the clicks to the destination you want them to.
[49:13] Mary asks: when you say “per sender,” are you saying per domain? So no. You go on to ask: if I have three senders on one domain, for example, does that work? Yes. Per domain, a maximum of three senders. So it would be Mary at my domain, Vanessa at my domain, and Jenny at my domain. We don't recommend more than three, but senders are actual email address boxes set up on your domain that are able to send emails uniquely. So you are absolutely right — those are the three senders from the single domain.
[49:54] Adele says: we will get through that list of 75 eventually and then no emails will be sent. No, Adele — what happens is we'll load the 50, right? You give us a list of 75, let's say all 50 are clean. We load the 50 emails on a 10-day campaign. Those 50 people will receive every email in a 10-touch campaign, right? So on day one, the 50 people will get email one. On day two, the 50 people will get email two, right? The only way that list dwindles out of that 10-touch campaign is if you set it up — and this is not part of the done-for-you service, so you would really have to go out of your way to make this happen — to take someone out of the campaign.
[50:48] If you're watching your affiliate sales and you see that someone in the campaign that you put in has purchased, you can go in to your CRM and tell the campaign to stop emailing that person. You can do that. That is not automatic because your CRM cannot see into the conversion source, right? So if you're marketing, if you're trying to sell someone something on Amazon, your Small Batch CRM doesn't know if they bought something off Amazon, okay? So they're going to keep getting the email if the goal is to sell them something on Amazon. You can — you do not have to — go in every time you see someone bought on Amazon through your link and remove them from the campaign, okay? So that means all 50 people, unless you intervene, are going to get all of the emails, so it will not dwindle down to zero. You can just start a new campaign with a new list when you're ready to send to more folks. Did I explain that well? Is it unclear? I don't want to rush through that because it's an excellent question. We don't want to waste time sending nobody emails in campaigns.
[52:16] Mary Fox — yes. If you have three senders on a domain and you're sending 50 each, that is how you get up to 150 cold emails per day. Absolutely correct.
Daylight Savings Time & Light Banter
[52:25] Oh, Craig. Yeah, the time change bit you. It was funny. Brian sent out a company-wide email to everybody to not sleep in because the time change would not be an excuse for being late to work on Monday. I laughed really hard because when I was 16, one of my very first jobs — I was a telemarketer. I was selling Electrolux vacuum cleaners as a cold caller, and I absolutely messed up on the first day of Daylight Savings. I showed up an hour late. No one was amused. Being retired has its advantages — more than one, Craig. Definitely. Well, I'm glad you made it here.
Managing Large Lists — Step-by-Step Walk-Through
[53:10] Okay, so Adele, I think we're still confused. I got a lot of leads to email and now I'm not sure how to reach all of them through Small Batch. Get very, very comfortable and familiar sending 50 at a time from a single sender. Okay? Just remember, when you start with 50 and you put them in, if you don't mess with it, those 50 folks are going to get every email — however long your campaign is — okay?
[53:37] Do that a couple of times. If you've got a five-day email campaign and you set it up to start on a Monday, okay? So let's say last Friday you submitted a done-for-you service for a campaign, you gave us 75 names, and you wanted it to run Monday through Friday — five emails, okay? Over the weekend, my team cleaned your list, we loaded the campaign up for you. We loaded the leads for you. We mapped the business name and the city and the customizations, and we made sure your link works. And those emails started today. From one sender, 50 people got that email.
[54:15] You can watch and monitor — are people clicking? Are people buying? Are people opting in? Whatever your goal was, is it happening? Tomorrow, 50 people are going to get the second email if you don't intervene, if you don't change anything. Wednesday, 50 people. Thursday, 50 people. Friday, 50 people. At the end of the week, what I recommend is — and what is going to happen automatically — is that you're going to have some warm and hot leads: people who opened and people who clicked. This is a segmented list that you can treat differently. You can send them a different kind of email. Now, what you can do is set up another batch of 50 for next Monday. A different set of 50 people are going to get an email Monday, Tuesday, Wednesday, Thursday, Friday, and at the end of that week, more people are going to be warm, more people are going to be hot.
[55:09] Once you're very comfortable setting up these campaigns, understanding how they flow, monitoring your results for clicks and opens and warms and hots, then you go Pro. That's when you upgrade — everything you did to set up a single sender domain in Small Batch CRM, repeat that process. Add more senders on the existing domain. Get additional domains. Set up additional senders on the additional domains. You can scale up. That's what we mean by scaling up — start small, walk before you run, okay?
[55:48] So, go Pro — you've got one domain. We migrate everything over. We're helping you every step of the way. Use the Done-For-You service to set up additional senders. You can have three senders on that one domain. Then you can request three Done-For-You campaigns at the same time, just a different sender each. And then instead of sending 50 contacts an email every day for the week, you're now sending 150 because you've got three sets — 150, to 300, to 500, right? And that is how you start going through those larger lists faster and getting leads from cold to warm to hot faster.
[56:42] And I don't want to rush you, Adele, because I want to make sure that everybody understands — that's what I mean by scaling up. That's the reason we start with a Small Batch CRM until you're ready to go Pro.
Using Agent Campaigns in Done-For-You Requests
[56:58] Pauline got caught by the Daylight Savings Time change — it is 12:57 Eastern right now. Our calls start at 12 Eastern, so we started an hour ago. What do I do with my list? Craig, I would say use the done-for-you — I'm not going to keep reading that, but definitely tune in on Wednesday and check out your marketing materials that are provided for you in your agent dashboard and simply request a done-for-you campaign where you say, “I have my own email campaign.” Yep. “I have my own email campaign” — and you load it like a Word doc. This is how you use a campaign that's not pre-loaded into Done For You.
Senders, Domains & Pro Account Setup
[57:56] Mason's asking: what do you mean when you say we can send three for each domain? For every domain that you have registered with your CRM, you can establish three sender addresses. Vanessa at my company.com, Mason at my company.com, Pauline at my company.com. These are senders on a domain. The domain is mycompany.com. The sender is the name of the email address holder. When you're ready to send more than one campaign at a time and you're ready to upgrade to Pro, that's when you want to have more senders on the domain because each sender can safely send 50 emails per day.
[58:49] One of the done-for-you services that we provide is domain and email setup. If this is not second nature to you, that is absolutely fine. We have operators standing by to provide you with that support.
[59:07] So, Darryl asks: I have a list of 500,000 contacts. What's the best way to get through that list? Upgrade to Pro fast. Darryl, I will never tell people to upgrade to Pro fast. I will say: send 50 at a time until you're absolutely confident that you understand the process and the system and how to manage your list. And then, yes, upgrade to Pro, add your multiple senders up to three per domain. You'll need to get multiple domains if you're trying to rock through and warm up 500,000 emails, right? That's the ticket.
Weekday vs. Weekend Sending Strategy
[59:47] Do you send emails on weekends or just Monday through Friday, Susan? It depends on who you're talking to, right? If you're talking to restaurants, coffee shops — if you're trying to reach people who work different hours, right? Real estate agents — yeah, there are some industries that you absolutely can email on the weekend and probably will cut through a lot of the noise because I think most people just don't consider their source and just send an email every Monday at 9 a.m., right? They're not applying the logic of, “Who am I talking to?”
[1:00:33] I really think that that sets us apart through all the training that we do. My methodology — that I learned was effective when I started marketing for Brian — was to make everything as personal, as human as possible. It does slow down. You can't just turn everything out like a massive assembly line, but you get better results for the efforts, right? So using AI in a hybrid model — the 80/20 model we talk about in the Micro Reach Mastery course — so that you sound like a human being that has been polished by AI, rather than just another AI garbage-dump content-wise, right? So think about who you're trying to talk to. Think about how they operate. Think about the logistics of their business and try to fit with that. You're going to get better results, and I promise you it's worth the five minutes of research and thought when you're making the decision on how to schedule those emails, for sure.
Closing Remarks & Reminders
[1:01:37] Gordon, we had — in the United States — Daylight Saving Time, time change. So right now it's 1:02 PM Eastern for us and our calls start at 12 noon Eastern. I'm guessing you are in a place in the world that does not recognize or celebrate or participate in Daylight Savings Time. So that threw off y'all's clocks. I'm so sorry about that.
[1:02:08] Yeah, but we are wrapping up because we have been here for an hour. I've already eaten up two minutes over our time. Thank you so much, everyone, for joining with me today. I hope that what we've gone over has been beneficial.
[1:02:24] Yes, Kat, those are yours. Those are yours. Please, if you signed your NDA and you've enrolled in your agent agreement, please join us Wednesday, 11 a.m. Eastern. When you registered, you were assigned a private join meeting link, and we also sent out a calendar reminder — in every email you can click it and add it to your calendar. With the time change, that will be really, really helpful.
[1:02:50] Thank you — Walt, Mary, Darrell, Craig, Kat, Adele, Donald, Mary, Pauline — thank you so much. Your questions have been so smart and insightful this week. It really helps me help you. So please don't ever stop asking the questions because it shines a light on what everybody needs to hear. I really appreciate it.
[1:03:14] So we will see you in the Facebook group. If you have any questions, if you need your NDA, if you need your agent agreement, if you need your join meeting link, etc., hit me up at getsupport.biz. The entire staff knows to look for you and help you get onboarded so that we can kick things off Wednesday at 11 a.m. Eastern. And if I've missed any questions, I do apologize. If you need to know it, please send me at getsupport.biz. I will help you one-on-one. Thank you so much, everybody. I hope you have a fantastic day and we'll see you next week. Thank you. Yep. Thank you all so much. Bye-bye.
