Reply-Driven Email Workshop — Mid-Year Review Service for Local Businesses, Live Gemini Campaign Build, and Call Time Update
Live Webinar with Vanessa Roberts
(Raw transcription; not proofed for grammar or spelling.)
Click here for Google Doc of the transcript.
[0:01] Hey, everybody. I was chatting away explaining that I’m flying solo today — Nikki is on vacation — and the irony is I was talking in the pre-broadcast mode chatting up everybody saying hello. And because Nikki wasn’t here to let me know that we weren’t live yet, you’ve been waiting on me while I spoke at length and was asking why no one was chatting with me. So please assuage my fears and let me know in the question and answer box — can you see me? Can you hear me? I see Britt and hey Chris and Connie. Hi Frank, Joseph, Kevin’s here, Mike, Peter, another Peter, Steve, Virgil.
[0:52] Steve, correct me if I’m wrong — I think I might have gotten a gift from you. I got an email notification. I think we chatted about it last week on the Wednesday call. If I’ve connected my dots correctly. Hey, Walt, Walt — I’m glad you’re here because you’re our star pupil today. What we’re gonna talk about is Walt Wise inspired. Hey, Virgil, thanks for hopping on. You are correct, it’s on its way. I got a very generous thank-you gift from Steve and it came through my Shopify shop app account and I thought it was hacked. I thought someone had gotten into my account and was shopping for me. I was like, strange that they would ship it to me if they were going to be hacking my account. But it was to me from Steve. I figured it out when I saw that the price that I paid was $0. And so it was very, very generous, Steve. Thank you so much for that gift. I’m gonna put it to good work. Tomorrow is my consultation appointment, so it’s very exciting. Thank you.
[2:02] All right. I think we’ve got everybody — between my silly little delay of not hitting the go live button and a little bit of chitter chatter, I think everybody’s come online. You can see my screen — “Marketing the Mid-Year Review Services to Local Businesses.” Walt and I have been talking about this for a couple of weeks while we wrapped up the mold and mildew campaigns. He’s been working on this. He has some blog posts and marketing that he’s been doing. He was kind enough to share with me to educate me on the concept and the principle of this service that we can offer. So what I’ve put together today is a training on what we’re going to be offering the small business, local business, etc., and then how we’re going to position the outreach. So I will stop sharing my video so that we can get to a big screen. Stop me as we go. Walt is here so he can give us some in-depth answers if there are any questions. I have educated myself based on everything he shared with me, but Walt is our source of truth — our wise man, so to speak — as we talk about the mid-year review service for local businesses.
📌 Housekeeping — Call Time Update and Water Damage Campaign Note
[3:46] Vanessa: First up this week — we are officially adjusting our start time. We’ve talked a little bit last week about how I have been tasked to lead the charge with ERTC Express and FinTitan new team member training. And I’ve worked with Brian to determine that really 11 a.m. is a much more feasible time for me to be unavailable to a new hire on a Monday. After we get them set up, they’re given their assignments for training modules, and then we all meet back together for lunch at 12. So moving our call — the Small Batch call — to 11 AM makes sense. It allows us to stay on Monday. The feedback that everyone gave me when we first started talking about this was that Monday works, and I agree. I think focusing your intentions and your plan for the week on Monday is a strong way to manage your business. I like to wrap things up on Fridays, but on Mondays, get things going in the right direction for the week. Brian agreed, and so we determined yes, 11 a.m. This also makes all of our calls more cohesive because those of you who are operating as FinTitan agents know that we meet at 11 a.m. on Wednesdays, because sometimes I do get confused and I’ll be hopping on ready to start this call at 11 anyway. So I hope this all works.
[5:18] Oh, I have a question. “Are you planning to create a three to five email prospecting sequence with us for water damage contractors? I’d love to see that.” Okay, so Mike, I believe you’re asking because last week we did mold and mildew — you want a separate, distinct, and specific campaign for water damage. Yeah, we can do that next week. If that is still a hot topic, okay — you said no, that’s not what you mean. Mold and mildew is the one. Yes, Mike, we did that last week. We created the campaign for mold and mildew remediation and repair last week. So let me know if you want to do water damage — if that is an in-demand campaign we can absolutely do it. But we do have mold and mildew already published. All right, so next week we will see everybody at 11 a.m. I’ve already sent out the update through GoToWebinar. Excuse me. But if you have that on your calendars, if you’ve saved that as a recurring event, please update it to 11 a.m. I love to see you guys all here, and I’d hate, hate, hate for you to miss it if you hop in at noon. Of course, I’m also going to be blasting this on the Facebook page. Make sure everybody knows.
📌 Why the Mid-Year Review Matters Right Now
[6:39] Vanessa: All right, so jumping in. Today’s agenda — why the mid-year review matters right now. Obviously topical — we’re at mid-year. Fantastic. All right, Craig says just updated his calendar. Excellent. All right, overview of the service and what you’re selling, right? Because it doesn’t do any good to get people paying attention to you and wanting to buy your services if you then don’t know what you’ve promised them. We have a sample five-touch email campaign with reply-based calls to action. And then we’re going to do a live demo, time permitting, where we’re going to go through making it from scratch with AI so that you guys can repeat the process and make any customizations that you want. Remember, you’re never locked into always using my words. You’re more than welcome to take them, edit them, tweak them, or start fresh on your own, whatever works best for you.
[7:29] All right, so the first half of the year is over. I can’t believe it. It still feels like 2026 is brand new, but the calendar has hit halftime. Business owners can’t change what’s happening in January through June. The past is the past, but they can absolutely change how this year ends. And the question that we’re asking here is — if my business looks exactly like this on December 31st, am I totally happy with their performance, right? So the people you’re going to end up talking to are the people who need the help, that need the course correction. So the businesses that finish the year strong are not the ones that found a magical solution. They’re the ones that paid attention to what their numbers were telling them and made small, consistent adjustments. We call these data-driven decisions, okay? As fun as it is, we don’t go by vibes, right? Oh, I feel like this is gonna work. My intuition tells me — you know, sometimes you can happen into a lucky pick with that, but successful businesses use data-driven decisions. They look at their numbers.
[8:48] So what are these adjustments? A little better follow-up, a more consistent marketing plan, a few more customer reviews, and a better understanding of their cash flow, right? It’s simple, not necessarily hard, but a lot of businesses don’t do it. So most business owners are steering with blinders or a blindfold. Operating on guesses is a dangerous way to run a company. Many owners know how many customers they served last month. They know how busy they’ve been, but it’s how they feel — “I feel like I’ve been busy.” But are you profitable? What’s your cash flow? What’s the overall financial health? You can be busy without being productive, right? You can be busy without making a profit. If what you’re doing isn’t profitable, if your margins are weak, if your expenses are out of control, it’s a dangerous way to run a company. And this is the exact gap that this mid-year review service fills.
[9:56] So right now is the perfect time to offer the service. It’s the ideal moment to reach out to local businesses. Urgency is real and timely. It makes sense. Your messaging is — oh yeah, it is mid-year, right? Business owners are naturally thinking about the second half of the year. You’re not cold pitching. And this is why it’s perfect for our five-touch email no-pitch outreach. You’re just arriving with a relevant, valuable offer at the exact right moment on the calendar, right? You’re not out of the blue. You’re not wishing them a Merry Christmas or talking about how to make 2026 a success in the new year, right? This lays a groundwork for mindless blanket automated marketing.
📌 The Mid-Year Review Service — What You’re Actually Offering
[10:43] Vanessa: Okay, so the service overview. What are we even doing? A mid-year review is a structured diagnostic consultation that helps local business owners understand their numbers and make smart decisions for the second half of the year. Again, you are able to break down and help them make data-driven decisions because you’re going to help evaluate the data. It positions you as a strategic partner, not just another marketing vendor. You’re not gonna go in and say “hey, I can make you some coupons and get you some reviews.” No — we’re gonna evaluate your business, find the gaps, fix the gaps, see the holes, plug the holes, streamline your mission.
[11:25] Guesses create messes, Craig. Okay, that might be my — it’s now tied with “data-driven decisions” for my favorite little catchphrase for this. I love it. But you’re absolutely right. Guesses do make messes. All right, so the core questions we help business owners answer. And they seem obvious — you would hope and assume that a business owner would know it. The ones who don’t know this are the ones who need you.
[11:55] Where are you making money? What are your profit centers? What are your big wins? I know for, let’s say, restaurants — a $1.99 fountain drink is 99% profit because what are they paying for? Syrup and soda water, pennies. Maybe the labor to wash the glasses is an expense, right? But you’re making money on soda fountains. This is a profit center. Where are your margins best? What can we focus on to make more money within the construct that you’ve already built, right?
[12:31] Where are you losing money? Are you selling lobster po-boys and your lobster is market price and you sell it for $7.99 and every time you sell a lobster po-boy — it’s one of the favorite things on the menu — but every time you sell one you’re in the hole $5? Like it might be a loss leader, but is it turning you upside down, right?
[13:10] What marketing is actually working? Are you spending thousands on Facebook ads that don’t get you customers? Are you even able to identify the customer’s source? Do you know if Facebook ads are working for you? Do you know if Google My Business, PPC, etc., are working for you? Which leads never became customers? Where is your breakpoint? If you’ve got folks coming in — they had a free sample, they started a free trial, they toured the facility, whatever you’re doing, you started talking to them — where did you lose them? Why did you lose them? Can we go back to them and try to get them back, or can we prevent that loss in the future?
[13:42] Which past customers have you not heard from in months? Okay, you had a happy customer, they paid for six months, they came in regularly, they had a subscription, they bought from you on a recurring basis, etc., etc., but then they suddenly stopped. Why? How do we get them back? And what one change would have the biggest impact before year end? Let’s have a tangible, quantifiable, measurable goal that will make a real impact for businesses in the next six months.
[14:16] Okay, so numbers don’t care about opinions or excuses, right? Numbers tell the truth. They don’t care what social media trends, what noise or what sound is hot on TikTok. Oh, are you doing the viral watermelon challenge? Yes, okay, great. But just because you’re participating in those doesn’t mean that it’s truly making an impact. The latest marketing gimmick or the shiny new AI tool everyone’s talking about — it doesn’t matter if it’s popular, if it doesn’t work for you. So helping a business owner focus on their actual data makes you stand out immediately.
[14:56] You know, it’s really easy for a marketer to come in and chase trends. It doesn’t fit for everybody, doesn’t work for everybody. Going viral is incredibly amazing, but it is absolutely random. I mean, not random — I know you can get there. I shared a post this weekend — me, my profile, not anything about business — about it being my daughter’s last softball tournament in her career before she goes to college. If anybody knows anything about kids’ travel sports, they play up until 18 years old and under before they go to college. Most don’t play travel ball in college because they’re now collegiate athletes. So this was her last tournament. I’ve spent basically every weekend of every summer, fall, and spring on a softball field since she was 10. So we’re eight-plus years old, right? So it was a very emotional weekend for me. And I just made a post talking about it. It has now been viewed over 75,000 times, with more likes by about 10 times than I’ve ever gotten on a single post. That post to me — not viral in the sense that I’m going to become a softball mom content creator — but I didn’t do anything to make that happen. So it was pure luck, I guess. There’s no benefit to me except that it kind of feels like a feather in my cap that so many people got to see me loving on my daughter. But if you count on that kind of luck for your marketing, like that’s just throwing spaghetti noodles at a wall and hoping it sticks, right?
[16:56] So you’re the strategist, not the salesperson. You’re not selling them something. You’re helping them see what they cannot see on their own. Again, a lot of business owners can see this on their own. The people who are gonna talk to you are the ones who can’t, right? And if they come back to you and like “oh, this is child’s play. Oh, I already know this, I don’t need this.” Okay, thank you, congratulations. Hope you have a great year. They’re not the person for you, okay? This is not just — this is for you to help sift through the noise that comes back to you as well as to let you know what you’re looking for. You’re looking for someone who is not seeing the forest for the trees, right? The service positions you as a trusted advisor who is invested in the business owner’s bottom line. That shift in positioning changes the entire dynamic of the relationship. You’re not just trying to sell them dreams, right? You’re a strategic analyst advisor, right?
📌 The Five-Touch Email Campaign — First Draft and Live Refinement
[17:53] Vanessa: The campaign goal. So what do we wanna do? Exclusive local inquiries via email reply — we’re gonna reach out, we’re gonna offer this as a solution. And the people who need the solution are who we want to talk to when they write back. The sequence is specifically engineered for home services. That’s just — we had to narrow it down, right guys? Is this something that you can offer to many, infinite different types of businesses? Yes. For the sake of this training, for this email sequence, we had to narrow it down. Like we’ve been talking about for months and months and months — the more specific and personal you can make these emails, the better. So narrowing it down to home services allows us to fine-tune the emails. Of course, we can spin it up and make it for any other industries, right?
[18:42] The goal is ultra-low friction B2B cold outreach, okay? Artful tone, friendly, approachable, highly conversational, much like a text message. No corporate speak. The format is visually open, easy to scan on mobile. Heavy line breaks — you know I love a bullet point. Constraints — strictly under five sentences per email. We never want a wall of text. And the call to action is an assumptive close — offer specific times, never ask “do you have time?” These are my cardinal rules. You can have your own. This is what I, in my data-driven decision-making process, have identified as winning points. You absolutely are free to go off book, do your own research, do your own split testing, but this is what I like and what I recommend.
[19:31] All right, so touch one — a relevance opener. “Quick question about your Atlanta service area.” Hi, Jenny. “I was looking at home service providers in Atlanta and noticed a gap in the local market that you could easily fill. A lot of your competitors are missing out on high-intent local searches right now. I have a couple of open blocks this week to walk you through — just 2 p.m. today or 3:30 p.m. tomorrow — what works best?” Again, just an example of a first draft of a first email. Okay? The strategic reason for this approach is it points out a local market gap to establish immediate relevance and curiosity. It’s not too locked in on a specific point or answer, but it’s a curiosity driver.
[20:17] So touch two — problem and differentiation. Subject line: “Shared leads versus exclusive jobs.” We’ve talked about this pretty much ad nauseam. Shared leads are an expensive headache for a lot of people, setting yourself apart with exclusive jobs — you know, it’s like a spotlight shining on you, right? So “following up on my last note, I know a lot of home service pros get burned by buying shared leads that get sold to five other companies.” Hmm — I think it’s kind of lost the message, lost in the sauce, because we’re supposed to be talking about mid-year reviews, right? So this is about focusing entirely on driving exclusive direct inquiries. So I can already see some adjustments that we’re gonna wanna make when we do the live interactive, right?
[21:16] “Search data shows a spike in local property managers and homeowners actively looking for service in your zip code this week. I wanna show you the exact search volume for your specific service area.” Again, this is offering a solution. It’s a little vague on the mid-year, so I think we’re gonna jump through and adjust the tone, right? “I put together a quick two-minute visual breakdown showing exactly how your business looks to local customers compared to the guy ranking number one.” Again, this is a real specific service. It can tie into the data analysis of a mid-year review, but I’m not crazy about this, right? “So I’ll shoot over a link for us to review together.” And then right-person breakup — “I haven’t heard back, so I’ll assume you’re completely booked up with exclusive jobs right now. I’m gonna reach out to a few other service crews in the area to pass along these local inquiries.” Okay, I don’t like the FOMO. So right off the bat, our initial draft, I’m not crazy about it. So we’re gonna go live and we’re gonna make the adjustments now and then we can produce a campaign that really works for this idea, right?
[22:24] Yeah, Manus made some guesses and it created some messes for us, right? So — executing the ultra-low friction, it had the right vibe, but it wasn’t focusing on the mid-year review. So let’s grab the prompt. All right, I’m gonna jump over and just do a copy-paste. Actually, what did we do last time that worked so well? We took a screenshot, right? All right, I’m going to grab a screenshot, and we’re going to go over to Gemini and see what we can do to make it a little better.
[23:49] All right, so I’m going to paste in — extract the text from this image, okay? And what changes are we going to make? I’m just going to make a new chat and we’re going to make some changes. So relevance opener — the goal is to have exclusive — this is the problem — help them get exclusive local inquiries. So what we’re going to say is “offer businesses a mid-year review, learn what that means from the attached PowerPoint presentation.” All right, I’m going to drop this in. What I’m also going to do is I’m going to remove the emails. Save changes, because I don’t want it to feed in those emails that I didn’t like. All right, let me attach the file. Give me one second. Upload files — marketing mid-year — all right.
[25:36] So what I did — I extracted the prompt and then I started a new chat so that any of the previous information from the extracted text from the picture wouldn’t be confused. I wanted a fresh, clean slate. And then I changed that the focus of the call to action was leads. And you know, I’m sure when I built this out, we’ve asked it to create emails for leads so many times that it made an executive decision that I did not approve. Got the tone right and the visuals.
[26:14] So we’re gonna start with this as our draft. Relevance opener — “Quick question about competitors. I noticed a competitor is locking down the top map spots for local searches lately. Since it’s halftime for the year, I’m running quick mid-year reviews for local crews to see where they’re losing easy jobs to competitors. We look at what’s actually bringing in money and what’s just wasting cash. Does 1 p.m. tomorrow or 10 a.m. Thursday work best to check out yours?” Already better. All right. Let me know in the chat what you think we should tweak, edit, change, improve upon this.
[26:56] Okay, so follow-up on the second day — “Exclusive calls versus calls for shared leads. Quick follow-up on that mid-year review. Most local shops I talk to are completely burnt out paying for shared leads that get blasted to five other guys. We look at your actual data to find where you’re losing money and how to lock down exclusive calls instead.” I don’t know — that’s a loose connection. I don’t think that really makes a lot of sense. Don’t refer to specific services such as exclusive leads or local search — focus messaging on mid-year review, what’s working already, what’s not, as an introduction, foot in the door. Any specific services we offer the business will be based on the data that we gather and evaluate via the mid-year review, right?
[28:25] All right. Let’s start over. So — “Quick question for Ginny’s Contractor.” We just hit the official halftime mark for the year. “I’m running quick mid-year reviews for local crews to look at what’s actually bringing in money right now and what’s just wasting cash. We don’t pitch specific services, we just evaluate the data to see where you’re losing easy jobs to competitors.” I already don’t like this. I don’t like this. Make this a more intelligent approach, such as — “I’m not here to make promises that I have the perfect solution. I base my decisions on your individual strategy on the data we uncover in your mid-year review. This is not a one-size-fits-all answer. We want to maximize what’s already working for you and eliminate the waste.”
[30:41] All right — “We just hit the official halftime mark for the year. I’m running quick mid-year reviews for local crews to look at what’s actually bringing in money right now and what’s just wasting cash. I don’t believe in one-size-fits-all answers. So we look at your actual data to see how to maximize what’s already working for you.” Ah, see, I knew we’d get there. All right, so I think we’re on the right track. What does everybody think? Give me one through five. One is it’s terrible, five is we got it. For this being an opening email, just took a few little quick tweaks, but I think we’re there. Four, Peter. I think so too. Not perfect, but definitely on the right track.
[31:32] Four to five, Steve, okay, great. Honestly, four to five — that’s a B plus, A, I’ll take it. We just — okay, “A quick follow-up on that mid-year review. Most owners I talk to are operating on guesses for what’s actually making money. But I don’t pretend to have a magic cookie-cutter solution. Any real strategy has to be based entirely on the unique numbers we uncover about your specific business. Does 2 p.m. today or 3:30 tomorrow work best to look over the data?” I like it. I think we’re getting better.
[32:10] Second half of the year, subject line. “We can’t change what happened between January and June, but you can absolutely change how this year ends.” Oh, that’s a strong intro. “The goal of our mid-year review is pretty simple. Maximize what’s already working for your crew and eliminate the waste. Once we look at the hard data together, the next strategic steps become incredibly obvious. Does 11 a.m. tomorrow or 4 p.m. Friday work best?” Okay, we’re getting kind of repetitive on the sign-off, so we’re going to tweak that.
[32:39] “I put together a simple three-point diagnostic check for [company name] to look at your current setup. I’m not here to make blind promises or pitch a generic service package. We just want to uncover the actual data so you can make smart course corrections before the second half of the year slips away.” All right. And touch five, right-person breakup — “Assuming a tailored mid-year data review isn’t a big priority right now, or I just have the wrong person — completely get it. If you don’t want to look at the numbers to maximize what’s working and cut the waste before the season slows down, the offer stands. If you do, there’s 1 p.m. today — does that work for a five-minute look?” Okay, very, very good. We’re gonna do some fine-tuning.
[33:32] The overall message and tone is what I want. I do not like the highly predictable and repetitious sign-off sentence structure — be more creative and interesting with that sign-off line. All right. So I want to know what you think — you’ve been quiet. Let me know if I’m hitting the marks that you were hoping that we would hit. And let me know if you’ve been doing this — what’s been working for you.
[34:41] All right, okay, so “I’m running quick here. I don’t believe — okay, so I’m mapping out my week right now. Does 1 p.m. or 10 a.m. Thursday work?” I like that — personalizing it, I’m managing my week, right? This shows that I have structure, I’m organized — the same kind of order that we’re gonna bring to your business, right? I like that a lot. All right, “Let’s look at the facts. Should we pull up your data at 2 or 3 tomorrow?” Okay, good, interesting. “Let’s get your second half sorted out. Let me know if 11 a.m. tomorrow or 4 p.m. Friday fits better on your end.” Good. “I can run you through it real quick at 9 a.m. tomorrow or 2:30 p.m. Thursday.” “Which one are you leaning towards?” I like that difference. And “I’m free to do a quick five-minute rundown at 1 p.m. today or 10:30 a.m. tomorrow if you wanna swap the blindfold for real data.” All right, I’m liking it.
📌 Calendar Links vs. Reply-Only — Testing Both Approaches
[35:33] Vanessa: Walt, no mic or chat. Oh, Walt, you’re chatting with me right now. Can you let me know if it’s good? Looks good. “I offer a link to my calendar or to schedule a short call.” Only because we are using the five-touch call-to-action reply methodology — do I say maybe no on the calendar link, right? Emails without links do perform slightly better. It also removes a bit of the salesiness of it. One approach that I’ve seen that I am going to start testing is — instead of offering a calendar link, the prompt is asking a question to get a reply, but adding a calendar link in your signature line. Less pressure, right?
[36:35] Because even though what we are doing is introducing the concept of a mid-year review, presenting a problem and offering the solution — what we’re doing at our core is we’re still doing Small Batch cold email outreach. The low barrier to entry for identifying a warm lead — you’ve got opens, clicks, and replies. A reply is a lot more of an investment than a click. People can be nosy and click. But a reply breaks the feel of a marketing cycle. It’s a pattern interrupt for business owners. It does feel very much like a direct communication between two people having a conversation.
[37:21] Does that mean you cannot use a calendar link? You absolutely can. So let’s do a version with a calendar link. I would like to incorporate an invitation to choose an available time on my calendar. One thing, guys — if your calendar is wide open with appointments available all day every day, that could expose you and give a negative impression. So if you’re going to do this, set up your calendar to have intermittent spaced-out availability. Don’t be available 8 a.m. to 5 p.m. five days in a row. Does that make sense? Tell me in the chat. Does it make sense? Yeah, okay, Peter says yes. You get what I’m saying — you don’t want to look desperate and like you have no customers and your appointments are open all the time. So use the link “chat with me.calm” as a placeholder for my calendar link, okay? Don’t be pushy. Retain the specific time invitation. Add something like — pick a time that works for you, you can see my availability here.
[39:08] Okay, so we’re gonna have two different options. One — straight reply only, or maybe they call you from your phone number in your signature line. Yep, Walt says “I use chatwithwalt.com in the signature block, but get better conversion with the calendar link.” Okay, that’s great to know. All right. “Does 1 p.m. tomorrow or 10 a.m. Thursday works better to map it out, or you can pick a time that works for you and see my availability here?” Okay. “Should we pull up your data at 2 p.m. today or 3:30 tomorrow, or feel free to grab a spot that fits your schedule better here?” Okay. “You can pick a time that works for you by checking my live calendar. Otherwise you can see my open availability here to grab a different time.” Okay. “Assuming a tailored mid-year data review isn’t a big priority now, or I just have the wrong person — completely get it. If you do want to look at the numbers to maximize what’s working and cut the waste before the season slows, the offer stands. I’m free today if you want to swap the blindfold for real data.” I really like that. “Or you can just pick a time that works for you.” All right, I think we got it, folks. Are there any other tweaks you’d like to see?
📌 The Perfect Prompt — Testing a Clean Restart
[40:29] Vanessa: You want to experiment with some feedback — drop it in the chat and I can run it through. Otherwise — oh, let’s see — “Based on the final version of the email here, what is the perfect prompt to get you started recreating this campaign for future use?” This way you guys can just copy it. So no feedback, no other adjustments that you would make. If you were sitting here in front of your computer — just for fun, I’m going to start a new chat and just see what this prompt gives us. I didn’t even read it. We’re going in blind. I just want to see what it does.
[41:55] Okay, so it’s wild how many local business owners are forced to steer their business completely blind without clear data on where their customers are actually coming from. “We never make blind promises or pitch generic packages because any real strategy has to be 100% based on your actual numbers. I have an opening Wednesday at 1 p.m. or Friday at 9 to help you swap the blindfold for real data. Or you can easily grab a better time here.” All right, so okay. So what we’ve got — this prompt that it gave us is gonna give you a much better first pass. So when you make your own email campaigns, this is a solid way to start. And then you can go from there, tweak as you see fit. Do make sure that you update any hyperlink. If you’re gonna use your calendar link, make sure you give it the right URL. You don’t want to go to chatwithme.com — you won’t get a booking, right? That page does not exist.
[42:52] All right, all right, everybody. I think that’s it. I’m gonna get this published. I’m gonna get the training put into the members area and I’m gonna convert this chat to a PDF so that you can use it yourself. And we’re gonna — yep, Brian just popped in and waved to everybody. Mike says it’s turning out real good in his opinion. Yeah, we came a long way. But you know what — in the slides that was literally a first draft that I didn’t like, and that’s okay. You saw how we took it and made it better, right? And it wasn’t even that hard. We haven’t done this for 25 minutes and we’re talking a lot through it — if it’s just you typing it in, it’s easy.
📌 Walt’s Tip — Writing at a Seventh-Grade Level
[43:57] Vanessa: Walt says, “For some of my campaigns, I put this in as my prompt — write at a seventh-grade level, right, as if you were writing to your best friend.” All right, I’m just going to update this campaign. I went back to the one that hadn’t had any adjustments where we were just testing the prompt. So Walt, does that make you more approachable with service providers, and what industry are you really focusing on, Walt? I just jumped in and did home service providers but I’d love to know if you’ve got an industry that this is really clicking off with.
[44:21] “We’re officially halfway through the year already and I was just thinking about how hard it is to know what’s actually making you money versus what’s just wasting cash. I hate those one-size-fits-all plans so I want to help you dig into your actual numbers to see what is working in your small business. Does this Tuesday —” you know, this is really good. I really like this tone. Okay, I’m going to pivot. I’m going to give you both PDFs, right? The one that we were on the right path with. Great minds, great minds, think alike. So I will give you both the original one that we did with the “perfect prompt,” and then I’m also going to include this — the results of the perfect prompt — and with the adjustment with Walt’s “speak at a seventh-grade level.” So this is gonna give you three really, really good campaigns and instructions to make your own. Sounds good? Good plan?
📌 Wrap-Up and Next Week’s Plan — How to Perform the Mid-Year Review
[45:17] Vanessa: All right. Well, I hope we have achieved our goal that we set off with to get our week set up right. Mike Chapman says, fantastic, love to hear it. We’ve got the tools, we’ve got the tone, we know what we’re talking about. What I would love to hear as a follow-up, part two of this, is — once you get someone ready to take the step for that mid-year review, do you have a systemized way of reviewing their business? I won’t ask you to give away all of your cards. If you don’t, shoot — next week we can use AI to build us a questionnaire and quiz that you can then hand off to businesses. But I will appreciate and accept all the help you use. Also, I use ChatGPT. Fabulous.
[46:10] All right. So that’ll be our plan for next week. Once you get a customer, what are we going to do with them? How do we perform a mid-year review? And that should be fun. All right, everybody, I hope you have a great, great, great week. I will be posting the updates of the time — that we’re moving to 11 a.m. — it’ll be all over the Facebook group. I already sent the emails. All of the reminders will be updated, but if I’ve got your attention now — if you weren’t here at the top of the call — Monday calls are moving from 12 noon Eastern to 11 a.m. Eastern. Please update your calendars accordingly. I hope you have a fabulous, fantastic, amazing week. Have a great week yourself, Mike, everybody, everybody. All right, so if you have any questions, comments, cool remarks, hit me up in the Facebook group. Otherwise, I’m gonna start planning on how we’re gonna learn all this new stuff next Monday. All right everybody. Thank you so much. Talk soon. Bye-bye.