Complete Guide to Done-For-You Campaigns & Email Warmup
Live Webinar with Vanessa Roberts
(Raw transcription; not proofed for grammar or spelling.)
Click here for Google Doc of the transcript.
[0:00] Vanessa: Everybody, hope you had a great weekend. I'm seeing in the chat that lots of folks are starting to thaw out. It's a beautiful day here in my neck of the woods just slightly north of Atlanta, Georgia. We just hit 52 degrees, the sun is shining, the tank is clean. Am I showing my age or my kid's age actually quoting Finding Nemo?
[0:29] Hey Hazel, hi Adele. I got Steve and Steven, hello. Tim and William, everybody's popping in, Kevin and Marv. May 71 degrees, Adele, okay, now you're just bragging. I am itching to get my gardening going. I say gardening, it's all indoor. I've got house plants, but my husband got me this super cute planter, bench set up for outside right outside my home office so on my lunch break I can just step outside and put my hands in the dirt.
[1:07] I do think it was a selfish gift because I had set up all of my dirt and fertilizer and supplies and pots and filthy tools on a piece of plywood set over his very nice custom pool table, and he didn't love that. So the gift was for both of us, but it's been too cold, like literally ice on the ground. I couldn't even set up my setup, but I think this weekend is the weekend. I need to—I need to see some more green.
[1:40] Yes, I keep the house plants—I keep them in my office. I have a terrace level basement level ground level office space with—I've got exterior windows lights, and I've got—I do supplement with grow lights. It's cold here in Scotland. Obviously Gordon.
[2:03] Yes, Scotland is one of my bucket list dream places, but I want to go visit. My second daughter, my son, my baby just turned 18, and she's going to go off to college in August. So I'll be an empty nester so I can start—all of that time and energy and money I was pouring into children I can travel, except now I have dogs. All right, everybody, thank you so much for joining me today. I'm just killing time chatting and yapping while everybody logs in and gets their audio running. Oh, you're gonna go to Ireland and Scotland in 2028, Adele?
[2:50] You know what, I'm gonna put that on my calendar so maybe I can set it as my vision board goal and I'll come say hi to you in Scotland and Ireland. I always said if I won the lottery, I'd have a castle in Scotland. I keep practicing. That's the extent of my, is it Gaelic? Oh, I love it, love it, love it. My family is Scottish. McAdams is my grandmother's maiden name. So it's my—can I claim it as my culture, my heritage? I just adore it.
📌 Training Overview & FAQ Continuation
[3:32] Okay, so if you were with us last week, you know that we ran through a lot of our frequently asked questions, and we didn't get through to the end. We got about two-thirds of the way through, and I'm going to pick up where we left off last week, and then at the end, we can revisit, dive deep, do new questions that hadn't been answered, etc., etc., etc.
[4:00] The way I love to do training is your interactions, your questions, and making training better. I firmly believe that smart questions lead to smart discourse, smart conversations, and a better experience for everyone involved. And there's no such thing as a dumb question, so please, please, please ask away.
[4:21] I will give myself an asterisk here and say, if the question is not directly related to what we're talking about at that moment, I don't want you to think I'm ignoring you. I just—I am very easily distracted and will go on a side quest with you. That might be hard to follow if someone's here for a more rigorous curriculum. So if I skip over your question, please don't be offended. Just ask me again later. If I don't bring it up again later, I might say, hey, Johnny, we're going to talk about that in just a couple of minutes, etc. I just want you to know I'm not avoiding the question or ignoring you.
📌 NDA & New Affiliate Program Update
[5:01] So Sandy says, I missed a special call about the new affiliate program. Sandy, no you sure did not. We haven't had it yet. My hope is that the final review from Brian will be approved by the legal team today. We worked on the third version on Friday. Brian said that he had submitted his edits, and what I'm talking about is the NDA. So everyone has to execute a non-disclosure agreement before you will be invited to the informational call.
[5:32] So the NDA should be going out. Yes, yes, happy dance, Adele, should be going out today. Don't quote me on that because like I say, we can't rush the lawyers, but I'm, you know, kind of got my foot on the gas on that one because what will happen is all of the NDAs will go out electronically through PandaDoc. I will follow up with all of you. I will send an email from the help—GetSupport.biz—update account. I will paste it on Facebook. I will send GoToWebinar and say, like I will send smoke signals, whatever it takes to make sure absolutely everybody knows. But we will not talk about it until the NDA is signed. So your signature on the NDA, the electronic form, will be what gets you invited to the call.
[6:19] So you haven't missed anything. I know it's frustrating because we are nine days past when we wanted to have gotten this out, but I promise, promise, promise, it'll be worth the wait. We're gonna get there. Yeah, Brett is asking about an AEO. This is very niche, so most of you don't know what this email campaign is. I kind of pitched a fit over the weekend because I don't have what I need to make those emails for you yet, Brett, and I don't—I don't like that at all. So I am adamantly working on getting that for you. It's top priority for me.
[6:56] I applied to the ONIC program you had listed in the meeting notes over one weekend, but have not heard anything back. It said instant approval, Donald. So you're talking about one of the revenue generators, correct? You signed up to promote the ONIC program, which is a revenue generator, right? And you're saying that he has not responded to you approving your affiliate participation, right? Okay, so the next step there would be to reach out to his team. So on that sign-up page, if you can find a communication support page, support email, et cetera, and copy HelpItGetSupport.biz on that request, whatever you reach out to, that way I can back you up. I can't initiate the conversation for you, but I absolutely can and will have your back when you reach out to them. Sounds good?
[7:47] All right, any other housekeeping? Oh, you're very welcome. Any other housekeeping questions or things you want to talk about before I jump into the FAQ slide deck? We're going to be picking up on slide 46 today.
[8:04] All right, give everybody a little minute to type up and then I'm gonna—let's see if I can jump to 46. You can't see it, but I'm flying through some slides. Let's see.
[8:35] OK, so George, you're following up. Your question is about the NDA and the product. Were you here? Were you able to hear me discussing that I anticipate getting the NDA final form out of the legal team today? You might have just logged in. You might not have heard that part. But we did talk about it. I'm very, very hopeful that the NDA will go out today, worst case tomorrow, just because there are some technical things. Like I'm gonna have to get it into the eDoc program, right? Once I get the document from the legal team, there are some like just logistical operational things, but I'm hopeful.
[9:15] What's the Onyx program? Is that new? I don't remember seeing it. Carlson Onyx, A-N-I-K, from the Learn Academy in the revenue generators, I believe. Is that where you found it? You said meeting notes, but I'm not sure. I thought it was a revenue generator. It is a program. It's an affiliate program that you can sign up for that you can promote using the Small Batch system. Let's see. London does not disappoint. Gray, cold and wet. But you've got great accents. Worth it. Worth it. Okay. George just heard the good news. Fantastic.
📌 Done-For-You Services & Email Warmup
[9:52] Paul says, is there a webpage to show how we either do it or request that a new domain name gets warmed up for our email? Yes, Paul. The Done-For-You services inside the Small Batch system are—everything you want done that we will do for you is an individual form. I recommend that you log in to SmallBatchSystem.com and the very first link on the top left is the complete Done-For-You walkthrough. And it will show you how to use every single Done-For-You service. And I believe the first one we cover is setting up to get a new email address warmed up for you. Yes.
[10:28] So any and all that you want warmed up, just simply use that form over and over and over. Where do we get the link for this affiliate program to promote using SBS, Carvin? All of our endorsed affiliate programs are found in the revenue generators section of the Small Batch system. Here, let's see, I'll just jump into the website.
[10:55] All right, so everybody, in case you're not familiar, this is the Small Batch System Members Only course. So when you log in, what I want you to do is go to Quick Start Guide, do the complete Done-For-You system walkthrough, right? All of the Done-For-You tools are under this dropdown header. Account warmup—this is where we'll warm up your email. Can email addresses on more than one domain be warmed up? Marv, yes, every single email address that you have, as long as you have established it to have an inbox that you can log into, and you can share that login and password with us, right? So you have to secure the email hosting and get a login to an inbox and then provide it to us. We will do every single email that you want. We will warm them all up, all right?
📌 Revenue Generators Overview
[11:45] Revenue generators, real quick recap of what even is this. These are platforms, programs, software, tools, anything and everything that Brian has endorsed that he believes, if it fits your model, can help you make money. That means some of these are additional courses. That means some of these are affiliate programs that you could sell the product to. There's a lot of crossover in that. You buy the course so that you're able to sell the product, etc. There is expense attached to some of them.
[12:27] One thing that I'm really proud of is the local profits pages. This is a product I created with Brian. It's over 225 ready-to-publish, completely customizable local marketing profit pages. So they're landing pages that you can install on your domain so that you can drive traffic to them to sell local marketing services. So if you don't know what to do, how to help people, and you don't know how to market yourself, et cetera, you don't know how to make a website, this is really a leg up.
[12:59] So say you wanted to sell reputation management to small businesses. There's, I believe, 30 different industries serviced in these profit pages. So you can—and then in each of those industries, there are sales pages for different services. So if you're selling reputation marketing, you want to help them get good reviews, basically. You could publish on your domain a sales page, a landing page for reputation marketing for every single niche.
[13:38] So when you're emailing roofers, for example, and talking to them about helping them with their reputation marketing, you would send them to the roofers' profit page so that they could sign up, reach out to you, pay for a service, whatever you want to do. You could just instantly, boom, have a roofer page and a dentist page and HVAC page, an electrician's page, and a legal assistant page, and a solar salesperson page, like boom, boom, boom, install, install, install, instead of manually creating all those different landing pages. So that's what the local profit pages are. It's completely free. So you can just download it as a part of the Small Batch system. You just have to install it on your own domain.
[14:28] Are all the local pages customizable? Absolutely yes. They are built on the WordPress page builder, Elementor, which is a free plugin. So there's instructions on how to, once you have a WordPress site, install Elementor, install these pages—they're just templates, they get installed—and then you can go in and make any customizations that you want.
[14:50] Let's see, are the local profit pages in High Level? Amy, no, these are WordPress pages. It's completely separate. This is a product that I built for Brian long before High Level was in the picture. So these are WordPress sites. Okay, no problem.
[15:10] Where do we access the Josh Zamora bonuses that were promised in Brian's webinar? Kevin, so Josh Zamora will give you Josh Zamora's bonuses. So if you haven't heard from him, you should reach out to him. The bonuses that Brian offered in Josh Zamora's webinar for MicroReach Mastery were native inside the MicroReach Mastery course, right? So you got 7,500 leads instead of 5,000 if you bought that bundle, right? And you got two years of the CRM software instead of one if you bought the bundle. So that was delivered natively.
[15:48] Kevin, how do you reach him? I'm not sure, Kevin. I would go through Josh Zamora's support. He reached out to you and invited you to that call, so maybe you could just reply to that email. That's where I'd start. Yeah, Amy, I agree. I like WordPress a lot, a lot, a lot. Let's see.
📌 Email Account Setup & Warmup Process
[16:08] Let's see, so Sandy asks, that's where I was confused about how to do it. What do you mean an inbox to log into? So Sandy's asking about the email account warmup. All right, so this is important, and I know it's at a starting point, so I want to answer it. And I would like to know, everybody here raise your hand, give me a seven if you are confused about what it takes to get your email account warmed up so that you can send cold email from it, all right? Okay, okay.
[16:43] So here we go. When you buy a domain—ooh, Ramaji says local profit pages are down. I got it fixed over the weekend, so I'm very frustrated with that. Thank you for letting me know. I will alert tech because I wanted to make sure it was up before today's call. Alright, I'll take care of it.
[17:01] Alright, so lots of folks are saying they're confused about the email warm-up. So when you buy a domain, let's call it VanessasMarketing.com, you have the ability to purchase and establish an email account such as Bob@VanessasMarketing.com. That is an email address. You're familiar with email addresses. Email addresses have to have an inbox that you log into—hold on, have a text—okay, have an inbox that you log into that you can say, oh I've got a new email, I'm going to write an email, an inbox where you draft a new message and you send it and you can get a reply and you can open it.
[17:54] So everybody's familiar with the concept of an email added to a domain that you've purchased. Tell me if you're with me. Okay, so yes. All right, so, Paul saying, or William saying, not if you choose a Small Batch CRM. You still need to do this step for the warmup. Okay, so you get a domain that you're going to send cold email from. You set up an email, you have to purchase email hosting from the same place you bought the domain. You have to have an actual email inbox, okay, for us to warm it up.
[18:38] So you establish that. I can't provide this as a service to you through the Done-For-You because you have to buy it and set it up through where you purchased your domain. My best advice to you is, if you aren't familiar with this process, go to their support. If you bought your domain through Namecheap, go to Namecheap support. If you bought through GoDaddy, go to GoDaddy support. It is in their interest to keep you happy and make sure you're using their products, their services, meaning their native email inbox is sometimes referred to as webmail.
[19:16] Alternatively, if you are more familiar with the process, you can set this up as a Google Workspace account. There's an additional expense for that. It's not required, but it does give you the convenience of logging into your native inbox through the Gmail infrastructure. That's an additional step. You don't have to do it.
[19:42] Can't we set up a webmail email for free through the cPanel? Cat, if you can, then do that. What I understand in my technical capacity is whatever you have to do to establish a webmail account, you have to be able to give us a user ID where we can log into your email. So on the form for a Done-For-You account warm-up, you're going to see this question: the email address you want to warm up, the password for that email address, and where do we log in? There has to be a URL where you go so that we can go there and enter in a username and a password so that we enter into your mailbox, your webmail, your email account inbox.
[20:35] All right. I know I've gone really slow and some folks have this down pat. But let me know. Is anybody here still confused? If you have a domain and you want to use the email warm-up service, this is how you do it.
[20:57] William, this still warms up the domain. If we have a Go High Level site, for instance, that the URL is being forwarded to, can we use that login or do we have to buy the one from the site? Sandy, if you are warming up a domain, that happens before you go to the Small Batch CRM, that goes before you go to High Level, right? If you are warming up a sender email address, take a step back from High Level, take a step back from the CRM. If you've got a new domain that you're going to send cold email on, set up an email with just a raw webmail account.
[21:43] And so we would log into webmail.com or godaddy.com. I don't know what the URL is for us to log into. When I set up—when I buy an email account for a domain, I make a Google Workspace account, so I log in through Gmail. Ramaji says, I don't know when the team has finished warming up my email. It takes seven to 10 days. You should get confirmation that it's been completed. If you have any questions and it's been 10 days, please check your GetSupport.biz ticket history to see if we have reached out to you, or you could open a ticket and ask for the status.
[22:22] Okay, Sandy says, that helps a lot. Good, good, good. I'm very—I'm glad. I don't want this to be confusing. I've tried to make it make sense, but I do get that folks are jumping into the CRM and thinking that the warmup happens there. So I do wanna take our time and make sure that this makes sense to everybody. So any more questions?
📌 Done-For-You Campaign Setup Process
[22:45] How does the DFY campaigns work, Rufus? All right, so we did cover that on last week's call, but I do want to ask, do we want to review the Done-For-You campaigns again? And if most people want to review it, I absolutely will. So I'm gonna let folks answer that, Rufus. Otherwise, I'm just—I'm gonna have to refer back to the training that already exists, just for respect for everybody's time.
[23:12] I was for training on validating our custom email list with your team but couldn't find— Okay, Amy, that's a great question and I will stop and talk about this. We will not validate your list as a bulk list of 25,000. We will not do it. And this ties into how the Done-For-You campaigns work, so I think I'm going to go into it anyway. Lots of folks are saying they want this clarity.
[23:34] The way the Small Batch system is designed is to take small batches of ice-cold contacts, put them through the Small Batch system, drive engagement to warm them up so that your list can be segmented out so that you can start mailing bigger and bigger and bigger lists. The Small Batch CRM was built to, let's say, force compliance to that methodology. Our Done-For-You services are designed to force adherence to that methodology.
[24:19] So what that means is, while you are on the Small Batch CRM standard account, meaning you have not upgraded to pro, we have put training wheels on your bike. We have put bumper guards on your bowling lane. There is a maximum number of emails that can be sent in a day, and that's 100. There's a maximum number of sender domains that can be used, and that is one. And that is because far too many folks—and I'm not calling you out, Amy, but this is an example—want to load 25,000 contacts in and mail them on day one. And all that's going to do is get your account blacklisted and cause you a lot of trouble.
[25:03] So to make sure you learn the process on a small scale, we have put parameters in both the services we provide and the functionality of the CRM. So when you are doing a Done-For-You email campaign, you can either use the SmallBatch CRM, which we of course endorse, or any of the other services that we provide Done-For-You services on. When we launched the SmallBatch system, we had not yet built the SmallBatch CRM, so we provided a Done-For-You service on these five platforms. You don't have to use them, but if you want to, there's training on it, okay?
[25:51] So let's assume that everyone here is using the Small Batch CRM. Kevin, I'm going to answer that question right here as we talk through it. You're Done-For-You campaign setup. Tell us about you. Before we can set up a campaign for you, we have to make sure your account is warmed up, right? So before you get to the CRM portion, make sure you've done the email account warm-up. And I understand that the email address is different inside the Small Batch CRM than the one that you need warmed up, but we're warming up the domain for you, all right? The domain gets warmed up through the account warm-up system, even though it's tied to a specific email address.
[26:32] Okay, so after you confirm that you've done that, we can proceed. So the campaign platform login details. Are you using the Small Batch email platform? Yes, Small Batch CRM. Okay, your username and password—this is to your CRM account. We log in as you and provide the service. Are you using a paid account or free? Like, have you upgraded to pro or are you still using the provided Small Batch CRM? Okay, we'll say free.
[27:04] Your contact list. Here's where we're answering Amy's question. You take your list of 25,000 and you pick 75 to 100 of them, depending on how clean you think your list is. We take that 100 or 75 to 100 and we verify those email addresses. We do not take the full list of 25,000. We will take the list of 75 to 100 that you provide. We incur the expense. There is a cost associated with cleaning emails. There is no charge to you. We incur the expense. We take the clean emails and we load them into your CRM so that their engagement can be tracked through the engagement amplifier and we associate it with this specific campaign that you are choosing to send to these contacts. Everybody with me so far?
[27:58] So you upload your file of 75 to 100 names here. 50 contacts from this form will be used in the Done-For-You service. If you give us 199 that come back clean, we're gonna come talk to you about it because that's two campaigns, right? We play it safe by giving us 75, we generally get between 40 and 45 out of it. So that's how we came to that number. Loading a list of 75 will give us a buffer so that your contact list results in as close to 50 as possible, right? Your message will be sent to every email address on the list pulled. If you wish to review and edit the list prior to sending, please exit this request form and use the separate Done-For-You, unlimited lead list generation request, okay?
[28:48] Let's see. Okay, so the email address you will use as the sender can be the same as your platform username and email. This is for folks who have a pro account and have multiple email addresses set up to send. If you only have one, then you only have one, that's fine. What is the earliest date you would like emails to start to be delivered? This is so if you wanted to set up today, February 9th, campaigns for the next six weeks, you can say, I want the next campaign to start on the 16th or the 23rd, etc. You can set these up in advance, and you can set them up with different lists. This is how you drip in and start building your warm lists, okay?
[29:39] So your campaign type, these campaigns correspond with these campaigns. As you can see, they're not all listed, but if there is one here that you want to use, and it's not listed in that little radio button—it just got a little unwieldy in the form—you can simply download, edit, let's see if we can get that right, make any adjustments that you want, etc., etc., etc. Come back here and simply say I have my own email campaign, right. Also, every single one of these campaigns is already loaded into your CRM. So we can do that very, very easily, right?
[30:35] So I think I'm gonna work on amending this to make that a little bit more user-friendly. But honestly, most of our campaigns come from I have my own email campaign because it means that whatever Done-For-You email was selected, the people are going in and just making a little bit of customization, right? Or if you have an external affiliate offer, or if you're selling your own services, et cetera, you can write your own campaigns, or you can bring campaigns in from any other source. You can create a campaign in AI, et cetera, et cetera, et cetera, but you tell us what to say. You select, I have my own email campaign, you choose your file. Give us a PDF, give us a Word doc, whatever tool you're using, give it here, and we're going to load up your campaign for you inside your CRM.
[31:27] We're going to load that cleaned list. We're going to map all the fields. First name, city, et cetera, et cetera, et cetera. Now, we do ask for a couple of other pieces of information so that if you have not customized and personalized that email campaign for maximum benefit results, we will do that for you. So you add your business name, your city of business. How do you want to sign off your signature? Do you want to tell somebody to have a great day, be awesome always, see you on the flip side? You provide your email signature as a little opportunity for personalization if you didn't personalize the entire campaign.
[32:04] Lastly, what do you want us to know? You want to communicate some nuance to us that we haven't covered in the form, simply type it here. When we get your requests, if we have any questions about the notes or implementation, etc., we will reach out to you by replying to your request and it will come to you as a ticket through GetSupport.biz. You will be able to see everything you requested in the email we sent back. It'll say, hey, this is what you asked for, and it'll be basically this form with all of your responses and then you'll see a question from us at the top if we need clarity. So after you submit a request, just be on the lookout because we might have a follow-up, right? Usually everything's pretty self-explanatory and we've got all the information we need.
[32:52] But if we have a question, you can just watch out for that response so that we can have a back-and-forth exchange through the support ticket desk emails. All right, and then once you've done everything, tell us that you're not a robot and click here to request a campaign setup.
[33:07] All right, let me check and see if we've had questions while we go. I have a Google Workspace account with you now. Okay, can I set up a Mailjet account and use that email address and terminate Google Workspace? Okay, so we're talking about two different things, Donald. A Google Workspace account is just a raw email address. Mailjet, I believe, is a CRM, okay? And that's where you load up campaigns and mail to a mailing list, okay? I think what you're asking is, if you have a Google Workspace account, can I get rid of Mailjet and simply use the Small Batch CRM? To that my answer is yes.
📌 Upgrading to Pro & Sending Limits
[33:51] Okay, Richard says once we have hundreds of hot leads, can we mail more than a hundred at a time? The answer to that, Richard, is yes. That's when you need to upgrade your account to Pro. The training wheels will not ever be removed from the standard Small Batch CRM. Once you have 100, 200, 300, 400, 500 warm or hot contacts, that is the point in your marketing career that you're going to want to upgrade your account to Pro. This will allow you to send from multiple domains, multiple sender addresses. You will set your own daily send limit in your Pro account. You are in charge of everything once you upgrade to pro.
[34:34] And real quick, the instructions for upgrading to pro right here under Small Batch System CRM—upgrade to pro. It is very specific that you use this link, and the reason for that is this link—full disclosure, you'll see up at the top—allows you to join High Level and keep your account associated with AMA Family LLC62. This enables us to migrate your existing SmallBatch CRM over to your new Pro account. This means you keep the proprietary engagement amplifier workflow that segments your account. It means you retain all of the Done-For-You services we offer, even if now we're doing it on 10, 15, 20 different domains.
[35:33] Okay, the reason for that is these workflows that we've built are proprietary intellectual property, and by keeping your accounts linked, we are able to keep security on those workflows. Those of you who are familiar with Go High Level, we don't make snapshots that we make publicly available for you to install on a Go High Level account because this is 30 years worth of experience and knowledge that we have built into these workflows. This enables us to just have a level of protection on our intellectual property. So we do ask that you follow the instructions carefully so that we can migrate over your account.
[36:19] Here's the great news. Go High Level gives you a 14-day trial on anything you ever do. So if you start a trial and then we go in and we realize, hey, these accounts still aren't linked, we're not able to migrate, you haven't paid anything so you really can't make a mistake with this. We would just go back to you and say, hi real quick, we need you to start over and use the right link so that our accounts can stay linked. So, any questions about that?
[36:42] Marv asks, when you refer to the CRM, are we using both an MRM which is MicroReach Mastery and SBS which is a Small Batch System CRM? Marv, very exactly. They are one in the same. They are the same. The MicroReach Mastery CRM is a Small Batch CRM with just—it has fewer features and fewer email campaigns and no Done-For-You services. When you joined Small Batch, your MicroReach Mastery CRM became your Small Batch CRM and you got all of the upgrades instantly, or you know, my team went in and did it, but no, you do not have to maintain two different CRMs.
[37:24] So let's see. If we have received a list of a thousand contacts, should we cut it to 75 or a hundred and upload it on this campaign? Yes, Ramaji. That is correct. Divide your thousand contacts into approximately ten lists and that will serve you for ten cold campaigns. Absolutely correct.
[37:53] Is there a place to specify what day to end a three-email sequence such as Monday, Wednesday, Friday, Tuesday, Thursday, Saturday? Yes, Gary, fantastic question. That's the kind of thing that we'd love to see in the notes so that we can schedule accordingly. Is Instantly included in the Done-For-You list? Gary, yes, yes, yes, yes.
[38:15] All right, we have gone off the book from our slide deck but I love it. I think that this has been really helpful. Are there any more questions about the Done-For-You, the campaigns, the lists?
[38:34] Let's see, Mark asks, okay, now I'm confused. Once we have warm or hot contacts, don't we initiate follow-up ourselves from the CRM? Yes, Mark, that is exactly correct. So you are loading all of your cold contacts into the cold emails that you're sending 50 per day, right? Your goal is to get those people that are in the cold email campaigns to click, open, buy, et cetera, et cetera, et cetera, which marks them as warm or hot. Then, once you have X number of warm contacts, you're going to send them a different campaign. They've taken action on the first campaign. Now it's up to you. What are you trying to say to them? What are you trying to sell them? What are you trying to follow up with?
[39:29] And yes, so you can still use the Done-For-You service. You would just say, I have a campaign of my own, right? And in the notes, we would indicate I have a hot list. And in fact, now that we're talking that through, I'm thinking that if we're in the spirit of making things more user-friendly, I can add right here—are Done-For-You services including your email uploading the list—right here I'm gonna add a segment that says send to my warm list or send to my hot list. And so you can just select it and we will just use existing contacts so that you don't have to load anything up, right? So I'll make that user-friendly and we'll have an update next Monday and I'll show you those changes to this form.
[40:29] There was no window for a link to a revenue generator, it seems. Ramaji, I don't understand your question. Every revenue generator is a different program or platform, and I don't understand the window for links. Yeah, let me know what you're asking.
[40:42] What is the next step I need to do if I'm waiting on Brian's campaign? Gordon, give me 48 hours. I'm hoping to have it out today or first thing in the morning. And so hang tight, that's the next step. Thanks, Mark.
[40:57] Can someone please look at—it's still outstanding since February 2nd? All right, so, okay, so Eric, I need you to go to GetSupport.biz and log in and check your ticket history. I will ask someone to look at it after this call. I really wanna know if someone on my team has an answer to you in seven days. So yes, we will be looking at that.
[41:23] Gordon, do I need to start cleaning emails or something? You do want to wait to find out the industries and niches that you're going to be targeting. So before you start requesting lists, you do want to know that. So that's going to be discussed after we release the NDAs. If you have not already purchased your domain, requested the account warmup, that's where I'd start. Make sure your CRM is created, active, loaded, et cetera. So all of those first steps. Buy a domain, get your email address warmed up, get your CRM set up. Yeah, so you can do everything except start requesting and cleaning lists.
[42:06] A space where we send you our link for a revenue generator for a Done-For-You campaign. Ah, Ramaji, I got you. Okay, so when you have my own email campaign, you load a file, right? That's the campaign. It would be from a revenue generator, right? If you choose a revenue generator, like an affiliate program, you will either be given an email swipe from them, or you will write your own content right here. The URL you would like to use in the email as the click link. This can be a landing page, sales page, lead capture page, et cetera. This is where you put your affiliate link so that we can make sure your affiliate link is included in those emails you send via a revenue generator. Is that what you're asking? Did I answer that question? Please let me know.
[42:56] How long after we sign the NDA for Brian's new program, what area to request new leads? Okay, so Donald, as soon as you sign the NDA, you will get an invitation to a webinar, just like this, where Brian will be revealing everything. After you sign the NDA, send me a support ticket, and I will tell you the niche. I'll tell you instantly, right? Perfect. And that goes for everybody. As soon as you sign the NDA, send me a ticket, I'll tell you the niche.
[43:27] Okay, Ramaji, that did answer your question. Fantabulous. Alright, before we move on, I really want to dig into the D.F.Y. if there are more questions, because really, this is meant to make your life easier and make taking action faster and more efficient. So if you're hung up with not understanding something, then it's defeating the purpose. So I'm going to give it—I'm going to take a sip of water and give you all a second to type out any questions so that we can dive deep.
[44:02] Okay, so Ramaji says, is the click generator a different Done-For-You? We don't have a click generator service, Ramaji, so I don't know what you're talking about. Is that a revenue generator? That is a course/product offered by someone else that Brian endorses. So that is not a service we provide. So, yep, you need to go through that. I think there's like a recorded webinar about that service that you can jump into.
📌 Small Batch CRM Training Resources
[44:32] Pauline says, I've never used a CRM before. Will we have some training on it? So, Pauline, fabulous question because I just worked on that this morning. Small Batch CRM. Oh, I haven't added it to the menu yet. It's so new. I haven't added it to the menu yet. So, let's do this. CRM. Okay. You all can still see my screen, right? And it's changing. I have just added this page.
[45:05] Ramaji, yeah, we talked a lot about that new offer from Brian at the top of the call, so I'm not gonna dig into it again, but we should have traction in the next 48 hours. All right, so mastering your Small Batch CRM. I'll let you read it, but here's the gist. We all know that it's built on the Go High Level CRM, yes? The functionality of Go High Level is augmented and enhanced with our proprietary structure. The engagement amplifier, all of the campaigns, our Done-For-You services. But we built it on the infrastructure of Go High Level.
[45:50] So the best way, and you'll hear me say this all the time, the best way to get the best support and the best training from a third party is to go to their experts, right? I could consume and understand the Small Batch—I'm sorry, the Go High Level training course—and then I could try to filter it through and teach it to you. But I'm not a Go High Level expert. I'm familiar with it. Heck, even my tech team led by Rose is better at the technical stuff than I am. So I endorse the High Level experts there who trained me, there who trained Rose from zero, and they will do an incredible job training you.
[46:37] So this Small Batch CRM training, which I'm going to add to the menu, you will learn all of the technical features, the how-to, how to load a—how to set up a campaign, et cetera, et cetera, et cetera. We've got the basics here under the Small Batch System, setting up your email address, uploading your contacts. I mean, these are the basics. And we teach those absolute basics. But if you want a great course led by experienced A-plus teachers, we recommend the Go High Level Academy Training. They will give it to you for free. You have to start a 14-day trial, okay? You can cancel that trial and never pay anything. That's absolutely fine, right? Option two, complete the training and cancel within 14 days, right?
[47:29] Now, remember we have to make sure that when you start a trial, it's tied to Brian so that we can provide the Done-For-You services, et cetera, et cetera. Look, when you start this 14-day trial, it's still Brian's link. You see up here where it says AMA Family? So even if you start from here, you're totally fine to start your trial. We can still help you if you start from here.
[47:57] All right, so I want to make sure everybody gets what I'm saying. We absolutely can help you. If you have questions, you can always come to us. But if you're looking for just training on the CRM, I endorse highly, wholeheartedly, the Go High Level Academy. And yes, the account warm-up takes five to ten days to be completed. Perfect.
[48:32] All right, in fact, I tell you what, we'll do it live. I'm going to add it to the menu for you. Do do do do do. CRM Tech Training. Save. All right. All right, now everybody, you saw me do it. Small Batch CRM Tech Training right there. Ta-da.
📌 Open Q&A Session
[49:00] All right. Okay, so we've done—you know, we just had a really great Q&A session. We didn't really hit the slides. You guys, we've got 10 minutes left. There's no way I'm gonna get through these slides. Is there anything you want to know? I can put this off till next week. We can do the slides next week. I am much more interested in serving you and meeting you where you are. I wanna come to your house and help you. Let's just keep doing Q&A, right? What can I do to help you? What can I answer today so that you feel confident taking action, getting started? You've got your lists, let's get your emails warmed up, request your first Done-For-You campaign.
[49:45] On the 14-day free Go High Level trial, do we use the same email as we use for the SBS CRM? Frank, great question. I believe the answer is yes. They might say conflict, you already use this account. Let me know. I would love to adjust my instructions, but go ahead and try to use the same email address. And let me know, please. And then I can clarify as we—I'll just—I'll add it to this page as a matter of fact.
[50:15] If we wanted to do Small Batch services for local businesses, is that allowed? Oh, Mason, absolutely. If what you want to do is mail local businesses' lists, yes, that is the core. That is what I tell everybody. If you don't know what to sell, sell that. You've already got the Small Batch service. We will do the Done-For-You services for you, right? So you simply get the business that you have sold your services to, to give you their list of cold customers. Then you work with that business. Hey, what do you want to offer these people to make them want to come back?
[50:54] So for example, if you're working with a coffee shop, can I offer them a free cup of coffee? Let's work on your messaging, right? We have example emails in the Done-For-You services. I recommend you take a PDF of the coffee shop emails and go to them and say, hey, here's an example of what I would like to send to your customers. What is an offer that you would feel comfortable with? Give me a coupon code, give me a link, et cetera, et cetera. Work with your customer to formalize, customize, personalize, et cetera, the mailing that they are comfortable with, but that way you're not going in empty-handed. You walk in prepared, knowledgeable, et cetera, with a plan.
[51:35] They work with you to customize the email campaign and then they give you their list of cold contacts. You simply use the Done-For-You campaign request form. You say, I have my own campaign and you load it up for us. And you say, here's my list, and you load up 75 to 100 of their cold contacts, right? Yeah, and we clean their contacts and we send that list. And now you need to keep in touch with your customer, right? You can say, hey, I see that 15 people clicked the link today. You know, did they claim—did you see anybody? How many folks claimed their gift card or however you set it up, right?
[52:22] And then after you have warmed up their list, right? You have gone through all of their cold contacts. Now you have built a warm list for them that you can mail for this business much more intensely, right? And you know that they're a warm contact now. So how do you talk to them—hey, it was great seeing you last week, or we bought you a cup of coffee last week. How about this week's croissant, right? So you can talk to them differently because you know that they've engaged and they're warm. And then as you have developed them as a customer and you've got a warm list, et cetera, you can start—after you've exhausted their cold contact list, you can start sending emails to new customers.
[53:08] So if that is a coffee shop that is, let's say in Smyrna, Georgia, you wanna get a list from the Small Batch system. I would recommend pulling lists of businesses around Smyrna and start emailing other businesses so it's a B2B offer. Hey, we're in your neighborhood, come get a cup of coffee for us, right? You've got a long hard day working at the Jiffy Lube or the oil change service. It's cold out here in Smyrna, start your day with a big cup of Joe before you start changing the oil, like, and send those to automotive service stations in Smyrna, right? So you're building a network of potential new customers for this coffee shop using targeted hyper-localization, etc., etc., etc. So yes, you absolutely can use Small Batch to serve local businesses with local marketing.
[54:08] Paul says, we don't need no stinking slides. No offense to your slides, Paul. That's the perfect answer. I always like to come prepared, but I definitely wanna let y'all show me the direction that training needs to take. So if you don't mind, I don't mind.
[54:21] I bought a name from Namecheap, but my host is HostGator. So, okay, yeah, Melvin, totally fine, absolutely fine. I buy domains from GoDaddy and I host at Liquid Web. Totally fine. It does sometimes make support a little more complicated, but it just means you're talking to two people.
[54:40] So once a new product comes out, is your team going to set everything up for us or do we have to do it? We will create an email campaign for you, George. It will be a Done-For-You service. It will only be loaded to folks who signed the NDA, but it will be loaded for you. It will become an option on your Done-For-You campaign form, right? You will still have to provide the list that you wanna target, the 75 to 100. You will have to schedule your campaign. You will have to provide personalization, et cetera. You will have to provide your affiliate link, which you won't have yet, right?
[55:20] The NDA is going to get you access to the introduction of the offer, right? We will then have to onboard you as an actual agent, and that will provide you the link. So I don't want to give the concept—the misconception—that once you sign the NDA, you will be able to immediately start marketing. You will become an agent at that point and we have to onboard you as an agent. You will know the niche, you will be able to start requesting lists, et cetera, et cetera, et cetera, but there is still work to be done.
[55:54] Let's see. Which section is for setting up the warming for email addresses? I'm in the SBS now. Hey Craig, under Done-For-You, account warmup. That's where we will warm up email addresses for you. You want to add some addresses? Absolutely go for it.
[56:11] How will we get paid with Brian's new launch? Adele, I assume it will be the same as ERTC where we will pay via Everi. I haven't been told that but if it works, don't fix it. So ACH deposit is the short answer, right?
[56:32] How many domains can we warm up at a time? Gerald, you can request five emails be warmed up at a time. Just remember that your Small Batch CRM will support one domain. So don't necessarily get ahead of yourself until you're ready to go pro, right? I am never going to be the person to tell you to hurry up and spend more money. Ever, ever, never, never.
[56:58] Will we be able to mask the NDA affiliate link? Scott, yes. Once you have signed the NDA and we onboard you as an agent and you have your affiliate link, yes, you can mask the link, absolutely.
[57:10] So you can even warm up our client's email addresses if they have never done any type of email marketing or don't have a newsletter in place. As for math, yes. For that, and especially if you have a paying contact client, I definitely say that is when it's time to scale the pro. And what you can do—what's really cool with a Go High Level pro account is you can create a sub-account for your clients. So you can completely segment them off on their own domains and from an address that is specifically for them for their cold email. And yes, and we will provide the Done-For-You services on that segmented-out domain—I'm sorry, sub-account—on their domain through your Go High Level pro account. Yes, yes, yes.
[57:52] Where do we sign up for the new offer, please? Ramaji, you don't have to sign up. We will send everyone in the MicroReach Mastery/Small Batch system an NDA that once you sign, you will be invited to the launch webinar, right, where Brian will explain everything there is to know about this new program and you will be onboarded as an agent at that time.
[58:16] Why mask the link? Wouldn't that defeat the purpose of our prospects from clicking and accessing the affiliate link? As Math, what he's saying is, affiliate links are pretty ugly, right? There's usually a bunch of garbledygoop in the URL. And when you mask a link, you could say Ramaji.com, and so you could tell everybody, hey, go to Ramaji.com. But when they click that link, it is your affiliate page. It is your affiliate link. It's just kind of not hidden, but disguised so that it looks tidier, it looks neater. Yeah, yeah. Okay, you get it. Good.
📌 Wrap-Up & Takeaways
[59:03] All right. We have crushed this hour. I have really loved these questions. Thank you for helping me find, you know, gray areas in how I've done things. I am going to get to work improving and streamlining that Done-For-You campaign form. Thanks, As Math. My takeaways are, we're gonna add the ability to choose all of my warm lists or all of my hot lists instead of loading a new list. That's gonna make it very simple. Let's take it out of the notes. We're gonna simplify the Done-For-You email campaign selection. So it's not just like one huge forever list. We're gonna work that out so that that is more user-friendly.
[59:44] I value your feedback more than I can put into words. I can't always implement your ideas, but your ideas help make me better. They say if you're the smartest person in the room, go be in a better room. I take and learn from y'all every single day. I don't want it to ever come across that like I know best or that I'm not open to learning every single day. So if we can improve together, you help me be better. And I thank you. And you're using this every single day. I've lived and breathed this for 30 years. It's, you know, like the back of my hand. But y'all are coming in and I have the benefit of talking with you guys and saying, like, you've never seen this before. Where are you getting hung up? I can remove those friction points if you communicate them to me. So I value that so much and I appreciate you.
[1:00:36] I use Josh Zamora's Sendio. When I give you access, it means you can— Ah, Carvin, we don't provide Done-For-You services for that CRM, right? The CRMs that we provide Done-For-You services on are listed here. Streak, Mailjet, Brevo, GMS, Yesware, and actually Instantly has been added. But these are the only platforms that my staff has been trained on in addition to the Small Batch CRM to provide Done-For-You services on, so yeah.
[1:01:17] So if you're using another CRM, there is a place for that, especially if you've got a CRM where you're managing all of your warm and hot contacts if you're not cold emailing out of it. One approach for folks who don't wanna lose their existing CRM is to use the Small Batch system CRM to warm up your cold list, then export your list as they get warm and add them to your primary CRM instead of trying to run warm and hot through the SmallBatch system CRM, totally up to you.
[1:01:51] What is MicroReach? Connie, that is a—it was a tiny little, like it was like a capsule course that Brian sold, and many, many, many of the folks that bought that MicroReach course decided to join us over here at SmallBatch. Under resources, we have added the MicroReach Mastery course. So if you are curious, you can go through the entire course right here.
[1:02:19] Before you leave, I might have missed—if you missed my question, maybe Andre, let's see. When we request our daily Done-For-You list, do we still submit that list of contacts to be cleaned or are the lists— Okay, so Andre, you get your lead list every single day. That is completely, totally separate from the process of getting your list cleaned and set a campaign. We touched on this with the Done-For-You campaign setup. The point in which we clean a list is when you choose—let's say you have a list of 10,000, you choose the first 75 and you give it to us to associate with this campaign. You upload a CSV of the 75 emails you want to be sent this campaign. We clean those 75 emails. That makes your small batch. We load your batch and we send that—that list—that cleaned list—that campaign. We do not bulk clean lists. See?
[1:03:13] All right, everybody, we are at that one o'clock mark. We are gonna have to wrap it for the day. If you have any account-specific or tech-specific questions, please visit us at GetSupport.biz. If you have some implementation and best practices questions, please see us in the Facebook group. We are here to help. As Math, Mark, everybody. So yeah, send me a support ticket so I can help you out. And we will see you next week. Thanks so much, everybody. Bye-bye.
