From Cold to Conversation: The Three-Touch Email Workshop for FinTitan Agents
Live Webinar with Vanessa Roberts
(Raw transcription; not proofed for grammar or spelling.)
Click here for Google Doc of the transcript.
[0:00] I think everyone, happy Monday. Hope your weekend was wonderful. The weather is very agreeable to me. I am very much enjoying these first days of spring. Can everybody hear me okay? Wanna make sure, let me get my questions up. Hey, Sheldon. Yeah, let me know. Hey, Pauline.
[0:28] Yeah, my daughter was fortunate enough — well, worked hard enough and earned a scholarship to play ball in college in a little school in Georgia called Young Harris. And this weekend on Friday was her, what they call the official visit, where all of the families come up to the college, all the inbound freshmen, and meet the team. We watched some games. We had dinner with the coaches and the players and the senior players, talked to the upcoming freshmen and spilled all the tea about the — well, they were very well-versed. They only had very positive things to say, but oh, it was stunning. So all day Friday, some of y'all may have tried to talk to me on tickets, but I was out of the office because I was being schmoozed by the staff at Young Harris College and watching some amazing softball. They won both games. Right now Young Harris is first in the conference. So my daughter is going to be in refined air. So we're very, very excited about that. But the weather was perfect. But now we're back to it, right back to work.
[1:50] 104 degrees in Chandler, Arizona. My goodness, Brent, it is too early in the year to be that hot. If we're only going up from there, oh my gosh.
[2:04] Spring in Stockholm, 12 degrees Celsius, sun and blue sky. See, 12 — like for Americans, right? Like that's a knee-jerk reaction of, oh, frigid. What is 12 degrees Celsius in Fahrenheit? What's the translation there? I embarrassingly do not know that conversion rate. I know zero is 32 — 32 degrees freezing, and zero Celsius is freezing. Thank you, Brian. We are very, very proud of her. She worked really, really hard. I'll say she worked really hard — ah man, man, dad worked really hard too. It's been 10 years she's been playing and that's a lot of travel and lessons, and games, and coaches, and camps, and practices, but she really is — not just speaking as a mother. As a mother, I can tell you, she's amazing. She's the best. She's wonderful. Objectively, she's very, very talented, and we're very, very blessed. She's a good kid. She's a good player.
[3:05] 14 degrees on my end, Pauline. Where are you, Pauline? 53 degrees, I believe. Okay, that's lovely. 55 to 65 is a nice spring. You know, you can still — I love sweater weather. I love being cozy.
[3:21] If any of y'all know, have followed my health journey since COVID, I'll give you a quick update and it does apply to the temperature. It'll come full circle. And I'm just gabbing to let a few other folks log in because it's only four past the hour, so. I have been on a weight loss journey. A lot of y'all knew me at my absolute heaviest, which was about three and a half years ago. Since then, I have lost 270 pounds through caloric deficit and the help of a GLP-1 medication because I had type two diabetes. And the most shocking thing — well, obviously seeing people I haven't seen in a while and then literally not recognizing me and me having to reintroduce myself, that's pretty shocking, that's very fun — but the thing I was not expecting is how cold I am all the time. I'm sitting here, it's only 68 degrees outside, but I've got a space heater blowing on me right now. I have an electric blanket on my sofa at all times, hoodies and blankets and sweaters hanging on the back of every chair. I am just chilly. Thank you, and thank you everybody. I see all of your congratulations. I really do appreciate it. It's kind of my miracle story. I was at my absolute lowest. Both of my parents had suddenly and unexpectedly and unrelated to each other's death, and I was spiraling. And Brian came to me with the news or press or, you know, advancement in medicine with that was the GLP-1 medications and suggested that I look into it, and it saved my life. So Brian has been a lot of things to me — a mentor, a boss, a friend, a big brother — but that recommendation above everything else, and his belief that I could do it, right, because I'd kind of given up hope that I was ever gonna have that kind of life, you know, so his encouragement saved my life. So I'm very thankful to him.
Introduction — Reply-Based Cold Email Marketing
[5:49] Vanessa: All right, so six past. I think we've got a while, we got caught up and let everybody get on. So I've got a really, really exciting training today. So the Small Batch System is all about sending cold emails, right? Now, to date, what we've been really focused on is driving audiences to a landing page. I know many of you never want to interact with a customer and that's okay. This entire premise has been based on, this course is based on, the methodology is based on, sending to a landing page. I want you to know that's primarily my experience with marketing. I have never worked in a situation where I did one-to-one sales, or had to speak to customers, or close a deal. My area of expertise has always been email marketing. But we are exploring different avenues, always looking for ways to be more successful. So if you don't ever want to interact with another human being, that's absolutely fine. Please don't hear me today and think that that is something that you have to do. We are just broadening our horizons and talking about other successful methods that still rely on the Small Batch methodology for success, but just take a slightly different angle.
[7:20] So if everybody can see my screen, you do see — spoiler — this is a case study in reply call-to-action marketing. So rather than dropping a link in an email where we send someone to a landing page and track the traffic and track the referral, what we're going to ask in this email is for someone to hit reply, and then in the reply exchange, that's where we then introduce the offer. All right, so we're gonna go over it because we had a really good success rate, we got really good action on this. So here we go. So the campaign premise is to drive engagement and generate warm leads out of cold leads via a reply-to-email call to action.
[8:15] All right, so we've been talking about it. If you're in some other groups with us, you've heard me talk about it. I might have teased it here. But basically, you obtain a mailing list exactly the same way you already have with SmallBatch. You clean the list, or if you have the done-for-you services with me, we clean the list for you. We have a three-touch email campaign. We just tested with just three touches. So the amazing results you're gonna hear me talk about today were off three emails, and we sent them every other day. So Monday, Wednesday, Friday — three emails. We gathered the responses, and I'm just gonna jump right to it so that you know that this call is worth your time. We had 57 replies where people clicked reply and typed with their fingers a response, a conversational response back to the sender — 57 people out of 741 email contacts. And then when the reply comes in, that's where the conversion happens. So in the initial email, we're not selling, we're just trying to start a conversation. And then in the closed deal, that's the final step.
[9:27] Walt, the three-email sequence was specific to a partnership that we had with a group, so I'm gonna show you the email content word-for-word today, but it's not applicable to anything you're doing. But what we are going to do at the end of the call, if we have time, if there's interest, is I'm going to write a couple of these three-touch email sequences using some various AI, and then with your feedback, and when everybody likes it, I will be sharing those campaigns, all right? So yes, we're gonna have those campaigns and then we can share them with the group.
Campaign Results — By the Numbers
[10:09] Vanessa: All right, so by the numbers. So we had 741 emails. So this was from Alyssa about 997, I think. We had, where we partnered with a group which was allowing us to market to their members. Complicated, but it made the offer very, very specific, and it made the messaging very specific, and we can help make that apply when we craft our emails later today. But we had a list of about 1,000 — it was under 1,000 — and from it came 741 clean emails, which is pretty much the case. 25% of any email list is usually invalid, bounce, hard bounce, email box full, etc. So, out of 741, we have 57 action-taking replies, which is so much more powerful than a click, right? So they click reply, obviously, but then they type a message, and I'll show you some of the messages. So, this is a 7.7% response, right, which meant our open rates were pretty great, too, right?
The Three-Email Campaign — Email by Email Breakdown
[11:13] Vanessa: So, step one, the hook. So, we put together an exclusive benefits package for the NALP members. So we partnered with an organization called NALP — National Association of Landscape Professionals. They allowed us to use their members list to offer an opportunity where we represented ourselves as a partnership. Okay, it was — if you're familiar with it — this is the Small Business Advantage telehealth program, the Illusional employer-employee benefits packages. So the message was that we were sending to these members. This is my first email. This is the entirety of the email. “We put together an exclusive benefits package for NALP members, telehealth for the whole family, identity protection and accident coverage included. Dozens of members are already using it, want me to send over the details?” Okay, so that messaging — we established authority. We personalized because these are now members and we're identifying that we are partnering with the NALP members, and we briefly, briefly described the benefit. We use the sales psychology of exclusivity, right — “We put together this package for you.” And then “Do you want me to send over the details?” Name, sign off.
[12:48] Any questions about the simplicity and directness of this email and why we said what we said? Right, why does it work? Instant relevance, social proof, tangible value, low friction call to action. It doesn't feel salesy to me because there's no link, right? So any feedback or questions about this email? This is exactly the first email that was used in the campaign of the three-touch emails.
[13:21] All right, so step two, this is the second email. So it was a follow-up to the first. As if anyone replied to the first, they did not get the second because now we're in a personal conversation with them. So we skipped one day and then on the third day, we sent the second email, right? So Monday, Wednesday, Friday — this was a Wednesday email. “Circling back, the benefits package covers employees, spouses and up to six kids, telehealth with no co-pays, identity theft protection, and the works. It was built exclusively for NALP members and dozens already on it. Happy to share more if you're curious.” Okay, it really is just restating the first email. It re-engages those that did not take action on the first. So maybe they saw that first email, but they didn't reply. It expands on the value. We're just peppering in benefits here. Like, what didn't trigger a reply the first time, right? We're taking a new angle, a new approach the second time, because what didn't work the first time — we don't want to just repeat the same thing to pound it, hammer it home, right? We want to have a different hook. And we're reinforcing the exclusivity. In cases where there is not a deadline, it can be difficult to build scarcity, right? You have to kind of cultivate a reason to take action now and not wait, right? So the verbiage you use can imply — so the exclusivity of it, the partnership of it — “this won't last forever” isn't implied, right?
[15:01] And step three, final email — we pivot. “I might not be reaching the right person for this. Do you know who handles benefit decisions for your team?” This gives people an out. It lowers the defenses by asking for help rather than making a direct pitch. This really humanizes the sender. It also helps you find the authority by asking to be directed to the right person, and it's short and direct, extremely brief, making it easy to read on mobile and quick to reply.
[15:31] This is a one-off email, correct? Just to NALP, not to other associations. Paul's asking, yes. This was a three-touch, not a one-off — a three-touch email campaign that was drafted in partnership with the NALP Association to their members. So this is not an email that you would send to associations to try to get them to work with you. If you're in the Small Business Advantage course, that wouldn't make sense. We're kind of crossing streams here, talking about some different things. But this is working with an organization to sell a service to their members. But it's a three-touch, Paul, not one.
Real Responses — What Came In
[16:10] Vanessa: All right, so these are real responses that came in over the course of that one week, those three emails. And I took a cross-section of sampling of this because this is what they were all like. Now I will say there were a handful of those that were like, “no thanks,” right — still a response, still proving the efficacy of this email campaign. But the positives, obviously, are what we want. Let's see, and Kevin, you're asking for the subject ones. I'm gonna tell you right here.
[16:38] So this one was for NALP members, so it was a response to the first email. So Elena — please send more details. Okay, so Greg responded to Elena, who was the sender, and said, “Please send me more details.” Awesome, this is a very warm, open “yes, let's have that conversation.” And what we had was, because we were generating leads for the Illusional business, what would happen — there are all of these replies. Once they were ready to take action, once the information was communicated, they went into the Illusional lead system, right? So if you are working with the FinTitan system, like that's where I would like for your mind to go. If you're not working with the Illusional to refer deals for a commission and you're working with the FinTitan team to refer deals for commission, think about how you would take that response and then wade into feeding that person into — now that you've got their attention and you're in a one-on-one conversation — how would you then feed them into the established sales process?
[17:52] All right, so again this was the same Friday one for NALP members. John replied the same day, “Send info so we can review it.” He was the president of the lawn landscape and fence company, and you can see the responses are easy. They're just strong yeses, right? Please do, because that same email was like, “Can I send you more information?” Yep. “Trinity Lawn. I'm interested in what you have to offer for myself and my team of 12 to 15.” Well, you can't get much better than that, right? And all of these came in from the first email we sent. I know that because I know we started on Friday, March 6th.
[18:34] All right, so inbound responses: “Hi Anna, yes please send over the details” — this is another one. And “Yes please do” — another from Jordan M., same response but a different person. And these are screenshots from the phone, like these are the actual messages that came in. Quick wins, right? So why did this work? The endorsement — leveraging the NALP name provided instant credibility, bypassing the usual skepticism. Definitely, if you're partnering with someone with a known reputation or affiliation, or someone's already bought in, that's strong, that's really, really strong. It's not always possible, but if you are using Small Batch System to work with another, an existing business — say that you partner with a coffee shop and you are trying to drive more of their customers back in to buy food and beverage in-store by leveraging their mailing list and name-dropping them in the email — your credibility is going to go up. So that's why these types of emails work when you are able to segue in with an endorsement, right?
[19:55] Concise copy — the emails are short, punchy, easy to read on mobile devices, respecting the busy schedule of the business owner. So that was really a big test. The two tests were like, how is the email copy gonna work with just two or three sentences, and also no link, right? The call to action being the reply. And clear value — if you have a great offer, it's easier to sell with a great offer. And luckily, lots of what we're doing with a Small Batch System is you're partnering with lead referral opportunities that have an incredible value. So that's why I think it works.
Your Success Checklist — Reply Call-to-Action Campaign
[20:38] Vanessa: All right, so your success checklist for a call-to-action, a reply call-to-action campaign, right? So obtain a mailing list, right? You're in Small Batch — easy, covered. If you aren't partnering with an organization, either like an association and mailing to their members, or working with a coffee shop and mailing to their customers, or you get the idea — then yes, just get a B2B list from Small Batch System. Clean and validate all contacts — again, the Small Batch System done-for-you service will do that for you when you load the done-for-you campaign. So we're gonna craft short, benefit-focused email copies. This is super easy. And on the next step, we're gonna talk about doing it using AI. And then you deploy your three-step email sequence — send, follow-up, and redirect to the decision maker. And that is your initial email introducing the concept, the follow-up email two days later, and then for those who still haven't responded, we're gonna redirect to the decision maker. And then respond to every reply as fast as possible. That, I cannot stress enough — within 24 hours is vital. You're never gonna have a more interested person than when they write you back on the email. And then close the deal and follow up. And that could mean that you close it yourself and you make the sale, or you parlay it over into the established sales process with where you're referring the deal, such as FinTitan or Illusional.
[22:17] All right, so that's a pretty simple process. Are there any questions about what we did, how it worked, how we did it, all right.
[22:38] Well then, if there are no questions, I would like to jump in and do something like a workshop where we will work together with prompts to write a three-step email sequence for the FinTitan FICA credit opportunity. What do you think?
[22:56] I read a Reddit post from the owner of a cold outreach agency. He said he replies within 20 minutes. Sheldon, that's incredible. Yeah, if you can set it up so that it alerts on your phone and you are able to do that, that is super, super powerful.
[23:11] Is the Small Batch System requiring an email signature with our address and phone number, Donald? Yes, that is a CAN-SPAM compliance requirement. It is, it is. Yes, Sheldon says he's a pro for sure. Yeah. 20 minutes. Man, I don't even answer my husband or my kids in 20 minutes.
Live AI Workshop — Writing the FinTitan FICA Credit Email Campaign
[23:31] Vanessa: All right. So I figure, let's start with Gemini. There is a free version. I'm in the free version. I wanna make this process as accessible as possible. And full disclosure, I don't use Gemini as my primary. My primary AI partner is Manus. It's my go-to. It is such my go-to that I ran out of credits. I had to buy more credits, and I was shocked because I had a whole, whole lot. Turns out, using the pro version mega prime deep research feature for every question that was easily Googleable that I started using Manus for instead, probably was not an economic use of my credits. So I'm having to retool how I approach work.
[24:20] Ramaji says, great idea. OK, so let's do — where should we start? So I want to write a three-email campaign to — who do we want to talk to? Restaurants, right? Restaurant owners about my ability to help them file for the FICA tax credit they probably qualify for. I want to keep the emails under five sentences. I want the call to action to be for them to reply to me. I will copy and paste the prompt, Paul. Yep. I want to keep the email short, I want them to reply to me, I want to emphasize the value — money owed to them — and no upfront obligation or cost. Okay. Any other ideas for this prompt before we just go in blind and see what Gemini is going to say? Oh, give me subject lines with the emails. Do not sound salesy. Be personal and personable with a business casual tone. Um, Beverly, all right, do you have a ticket in? You're still waiting on your stuff. I want to make sure you get it. If you already have a ticket in, reply to me so that it pops up and we make sure that I've got it, because I can help you with that.
[27:12] All right, so for our initial outreach, “Did you know” is the vibe and the subject. “Quick question regarding your FICA tax credits.” “Hi, owner name.” Now this is dependent on — do you have the owner's name, right? Raw B2B data from the Small Batch System does not have the owner ‘s name. So amend or adjust as needed depending on where you source your lists and what data you have, right? So, “I've been working with a few local restaurants recently and noticed many aren't aware they can recoup taxes paid on employee tips.” Personal preference here for me, I'll interject — I would do line breaks between these sentences. I don't like a wall of text. I don't like to read them. I don't like to send them, right? So, that's my personal bugaboo. “Most owners are eligible for the FICA tip tax credit, which often results in a significant refund from the IRS. I specialize in helping restaurants claim this money with no upfront costs or obligations. Would you be open to a quick check to see if you have money waiting for you? So hit reply and let me know.” Sheldon has good feedback — “Hello to the team at insert restaurant's name.” That's fantastic. That is fantastic.
[28:20] All right, so email two, “Simple math — missing out on tip credits.” “I wanted to follow up on my previous note about the FICA tax credit, because this credit is specifically for the employer-paid portion of Social Security and Medicare taxes on tips. It's essentially money the government owes you back for being a tipped employer. My goal is to make the filing process seamless so you can focus on the floor while we handle the paperwork. There's no fees unless we successfully recover funds for you. Does this make sense?” All right. And “Low friction — I know how busy things get running a kitchen and managing staff, so I'll make this my final check-in. I'd love to help you secure the tax credit.” Okay. So what does everybody think about this? “It's a straightforward way to boost your bottom line without any out-of-pocket expense, since there's no risk or upfront cost. It's usually a win-win for the owners I work with. If you'd like for me to take a look at the numbers for you, just reply yes and we can go from there.” All of this feels too wordy to me. Like we just saw what worked on the telehealth stuff. Yeah, too wordy, right, Steve?
[29:24] Okay, so do this. This is a good start but it is all too wordy. Simplify the messaging by fifty percent. Don't get too technical. I had a thought to incorporate the no tax on tips, clarifying that this is a separate program that benefits the restaurant owner.
[30:29] Maybe this is better, maybe it's not. All right. “I noticed many local owners are overlooking the FICA tax credit — FICA tip credit — which is a direct refund for the taxes you pay on staff tips. Just to clarify, this is a business-side program and separate from the no tax on tips legislation you might see in the news. I help restaurants claim this money with no upfront cost or risk.” Okay, I like that a lot better.
[30:54] Okay, Steve says, “Talk to me like I'm talking to the bartender while serving a drink.” I'm gonna do that on the next prompt. I like that. Another thought — attach your other campaign and say, “Make it like these, except these types of details.” Ooh, Brian, that's a good idea. I don't have that campaign easily. Maybe I can copy it off of my slides, but let's see. Let's see what we can get from this. Okay, I like this one better. “FICA credits for restaurant name.” I like the personalization in the subject line, right? And that's a merge field in everybody's CRMs. You can put merge fields in a subject line. I love it, love it.
[31:27] Yeah, so I think this is a winner for the first touch. Sheldon says better, yes. Okay, second email. “Quick win for your bottom line.” Okay, I'm following up. Okay, then we've got — just like with the other one, the second email was a follow-up because FICA credit is essentially found money for tipped employers. “Unlike other programs, this one puts cash back in your business based on the tips your staff already earned. There's no fee unless I'm successful.” Okay, yep, we're getting there. “I'll keep this brief. Most restaurants I speak with qualify for a significant credit they don't know existed, since there's no out-of-pocket cost to file. It's a simple way to boost.” “If you want me to run the numbers for you, hit reply.” Okay, very much better.
[32:06] Let's say this. Last email should include — let me jump over to my slide so I can grab — a pivot to find the correct contact such as handling payroll.
[33:00] But you see how we can just tweak it and it gets better every time? All right — “Notice owners, a quick win.” Okay, so those are the same. “I'll keep it brief, most restaurants I speak to” — and then yeah, and then it tags in “I might not be reaching the right person.” Ooh, you can think about that next. All right, so if we were to take this, are there any other tweaks? Oh, I want to do that bartender — “How'd you say it while she serves me?” I'm gonna see how this kicks out. Oh, I like this. “It's money back for you, not the staff.” All right. Yeah. It takes it down like a little casual notch. Very personable. All right.
[34:18] “Looking into that tip credit. Since you're already paying taxes on those tips, the IRS basically owes you a refund for your share. I don't charge anything unless I actually get you paid. Should we run the numbers and see what's there?” How do we like that? How do we talk about money? “I don't charge anything unless I get you paid.” That's very — “Let's see, I'll let you get back to it, but most spots I talk to are sitting on a pretty big credit they didn't know. This is a zero-risk way to boost your cash flow since there's no out-of-pocket cost. I might be barking up the wrong tree. Do you know who handles payroll for your team?”
[35:00] I don't like mentioning fees in the opening. I did tell it to talk about “I don't get paid.” There's no obligation. How about this? There's no upfront cost to check. But this feels harder. “I don't charge anything” — I don't love that. I do like “no out-of-pocket costs.” Don't reference what I charge. Keep the messaging about no obligation or upfront cost. Like them to see what they may be owed, and when they see the numbers, then they talk about money. Honestly, that's often how FinTitan works too. But not asking for money is nice. “There's no upfront cost or obligation just to see if you qualify. Want me to see if you've got a check waiting?” I like it. “Just checking back to see if you wanted to look into that tip credit. Since you're already paying those taxes, the IRS basically owes you a refund for your share.” I really like that sentence. “There's no out-of-pocket cost to file for it, so it's essentially found money.” Oh, there is out-of-pocket — “file for it.” Let's see. Adjust — do not promise no cost to file, stick to “no upfront fees to qualify.” Yep.
[36:53] Okay. Is it annoying when I don't read out loud? Sorry. “I've been helping a few city owners lately claim the FICA tax offset” — instead of refund or credit. “Just so you know, this is a business program separate from — it's a direct credit for the employer. We handle the qualification check.” Okay, so let's do this. I'll copy all of this, and I'm going to add a new tab — SpamSafe. Okay? I want to copy the whole thing. Why does it not want me to copy it? You've seen me copy it before, how about we do that? There we go, okay. So now SpamSafe has its own tab, so that is there too. This is how I was prompted to ask for “review this finalized campaign,” so I'm not going to include the campaign. So, we'll say the initial prompt, and then after evaluation, the next step.
[36:53] So, “I've been helping a few city owners lately claim the FICA tax offset” — instead of refund or credit. “Just so you know, this is a business program, separate from — it's a direct credit for the employer. We handle the qualification check.” Okay, so let's do this. I'll copy all of this, and I'm going to add a new tab, SpamSafe. Okay? So now SpamSafe has its own tab, so that is there too. This is how I was prompted — to ask for “review this finalized campaign” — so I'm not going to include the campaign. So, we'll say the initial prompt, and then after evaluation, the next step.
[37:17] Okay, that's the intro. “Quick question about your tip taxes.” Right, the second — “Just checking back to see if you wanted to look into that tip credit. Since you're already paying taxes on those tips, the IRS basically owes you a refund for your share. There's no upfront fee to run the numbers, so it's a zero-risk way to boost your cash flow.” I like that better. “I'll let you get back to it, but most spots I talked to are sitting on a pretty big credit they didn't know existed. Since there's no upfront cost to get started, it's worth a look. I might be reaching the wrong person. Do you know who handles payroll for your team?”
Subject Lines and Spam Safety Check
[45:51] Vanessa: Let's do some subject lines, because y'all have had some really great ones. All right, can I copy? All right, I like that. Now, where's the other one? The — where we put the restaurant in. We were — that's when we first started talking. Oh, there it is. “Hello to the team at the restaurant” — this is actually an intro Sheldon gave us. Can be used as a greeting inside email also.
[47:22] Maybe a subject line I haven't tested. Oh, yep, yep, yep. I see what you're saying. “Can you please tell me why a restaurant paying $8 an hour would get more back than one paying $16 an hour, with all else being the same, the calculator?” Oh, Jonathan, I don't know. I'm not with the math and the taxes. The calculator — you're saying that they're paying a higher salary — okay, so a lower hourly rate is getting back more than one paying a higher minimum wage. I don't know. I don't know the tax law or the calculation, etc., etc., etc. We can talk about that on the agent call on Wednesday. Yeah, we can get Brian on board. But that is — pew — over my head. I have escalated your ticket, Jonathan, over to the dev team. So I promise that you are, we are looking at that to get that answer.
[48:29] Adel says, “I'm not judging your typing ability.” Thank you, that's a relief. Okay, so let's ask Google. Let's go back to — yeah, all right. Give me 20 examples of quality subject lines I can mix and match for this campaign. I really like including the restaurant name and/or city in the subject line. And that's my little trick — I stop trying to spell things correctly while I'm rolling. All right, that is scary. I don't like seeing the IRS. It definitely would get my attention. So maybe that's really effective. “Tax refund, quick question.” “Hospitality credit, okay.” “The Smyrna hospitality credit, the Macon hospitality credit,” interesting. “Money back for the restaurant name,” I like it. “Tip credit,” yep. Direct, high value, clearly not trying to sell anything, right? “Question about your tips.” Okay, here we're referencing the FICA credit. “Checking in on” — that's a good follow-up one, right? “City tip tax for the owner of the restaurant name,” yep. And “A quick tip” — oh, clever. Short and casual. “Business owners regarding restaurant name, restaurant name payroll.” This is a little — it might be a little too vague, right? But that's why we test, right?
[51:03] All right, so I'm gonna — all right, so this is “Chatting with the bartender” subject lines. Let's do — I'd like 20 more, but remove the chatting-with-the-bartender vibe, go back to semi-professional. Yeah, and you know what? What works for you? If you're gonna be handling these replies, you wanna speak in your voice, because you don't want a huge flux from the email that worked and got them to reply to you and how you talk to them once they come back. So Steve is comfortable being chatty, like he was in person, at the bar, at a table, talking, you know, bro to bro. But if that's not how you would handle the follow-up, then you can lean more into a professional without being overly clinical — friendly, business casual.
[51:47] All right, so I'm going to pop these over — oh shoot, shoot, shoot. All right. And I'm going to share this whole document. So we'll call this “Business Casual.” Bartender Convo Casual, all right.
Spam Checking and Final Campaign Tips
[52:30] Vanessa: What more can we do? What else should we explore? Restaurant owners, I find, are generally pretty personable. Yeah, I mean, that world — you're taking care of people, and to take care of the people who take care of us, it's a good place to be, right?
[52:49] Would we send these emails to you for spam checking? One word and you are in a spam folder. Donald, yes. The Small Batch System does have done-for-you spam analysis where we will run any campaign that you want to use through the spam filter, and then we'll give you the feedback. Before I load any of these that we've worked on today into a Done For You service, anytime we do Done For You campaigns, we definitely run them through the spam filter before we put them in the dropdown, in the pre-formatted, pre-fab campaigns. But I'm gonna run these by Brian and see if the FinTitan marketing team endorses them. And if so, I'll load them up into the FinTitan portal for everybody. And I'm gonna share this document along with the live replay of today's training.
[54:00] All right, everybody. Well, we've been at it for an hour. We've got a few more minutes. Are there any questions I can answer for you? Right. I'm just going through. Ramaji, I'm glad you liked it. I'm glad this was good for everybody. All right. So again, when you see this document, we've got emails and these are the campaigns that we copied. And I think — yeah, if you click on it, it'll break it down. See how it's like an outline over here? And then we've got prompts. And if you click on it again, it breaks it out. So just click — like a double click, but a slow double click — expands it, right? And then subject lines, bartender convo, and business casual is what we shared over. I'm really glad, Mark. I'm glad it was helpful. Trudy, I'm glad you enjoyed it. Thank you. I'm glad that I was able to bring value.
[55:04] Is there a spam checker online to use to do a quick check if I'm playing with these types of — general, I would just do like this. Let's see. Cold outreach emails — “Review this finalized campaign and evaluate for spam folder delivery risk.” All right. And now I'm going to copy the email. Let's take the bartender approach. Email one. OK, I'm going to copy this. I'm going to pop it in where I've told it to evaluate for risk. OK, so all of our results are low. The spam trigger words are medium because you've said money, refund, cost. These are classic triggers. So that's your medium risk. I believe with the weighing of that against no link, you're warmed-up email, your small batches — I think that is a risk worth taking. I would send these if it were me. You of course can adjust and edit any campaign that you want to and find other words.
[56:34] So let's say — “How would you rewrite this sequence addressing the medium risk you have identified?” “So I've been helping a few city owners lately claim the FICA tax offset” — instead of refund or credit. “Just so you know, this is a business program, separate from — it's a direct credit for the employer. We handle the qualification check.” Okay, so let's do this. I'll copy all of this, and I'm going to add a new tab — SpamSafe. Okay? So now SpamSafe has its own tab, so that is there too. This is how I was prompted — to ask for “review this finalized campaign” — so I'm not going to include the campaign. So, we'll say the initial prompt, and then after evaluation, the next step. All right, so this should be everything you need to evaluate your own campaigns, right?
[58:48] So money language is going to be unavoidable, considering the service. Yeah, at some point the quality of readability — and for it to even make sense, like, what are you even talking about? Why are you talking to me about, you know, overages and blah, blah, blah? Like, judge the experience of the reader, right? You don't want to lose your credibility because you're avoiding and not using those necessary words for what you're doing. So like I said, it's a calculated, measured, acceptable risk, right? And you know, let's watch our inbox results, our opens and our clicks. If we're not getting any, then we're probably hitting spam, right?
Wrap-Up and Next Steps
[59:35] Vanessa: All right everybody, that's one o'clock. Thank you so much for joining me today. I had a great time. I love these workshop sessions. If you like them too, if you're finding value in us working together and, you know, you're watching me type over my shoulder with my misspellings and mishaps, we can do more of these. I want to give you what works for you and what helps you. And then we can, you know, I'll share my work so that you can use it as a launching pad.
[1:00:04] Can you give the link to the Small Batch System CRM, I can't seem to find it. Teresa, you log in at Go High Level. Are you looking to log in to your CRM? Yeah, it's through High Level. So just go highlevel.com, log in. But if you have problems, send us a ticket, we'll help you out. Thank you, Ramaji. Ramaji, thanks, Donald, Trudy, Teresa — I see all of your feedback. Thank you, thank you, thank you. Where are the notes? This is going to be in the Small Batch System live calls members area. This call that we're on right now will be the replay, and I will share this document with these four tabs. The workshopping FinTitan referral campaign call-to-action reply — this document will be shared on the same page as the replay so that you can all download your own copy and use it. Fantastic.
[1:00:58] All right, well if we like these workshops, you know what I'm going to do? I'm going to post on Facebook a poll — what should our next workshop be? And that's what we're gonna do next week, because like I said, I want to give you what you want, I want to do what helps you. All right, see — I'll look for that. Thank you. All right, everybody.
[1:01:16] Well, I hope you have a terrific week. I hope this weather holds. I hope success comes rolling in. I hope everybody uses these emails and gets — is able to refer to a lot of deals. Everybody here has the opportunity to partner with FinTitan to refer deals. We have calls every Wednesday at 11 a.m. You do have to sign an NDA and an agent agreement in order to participate in the program. There is no cost to participate in the program, there is no course, there is no members area, there's no Facebook group, but there are calls every Wednesday at 11 a.m. If you want to participate, if you are intrigued about generating leads and getting a commission, paid to you on generating a qualified lead, send me a ticket and I can send you an NDA, because Small Batch System members are the only folks out there in the world that are able to participate. We did have some Platinum ERTC agents that were grandfathered in, but most of them are Small Batch System members anyway, but this is a very extremely limited agent opportunity. It's closed doors. It's just us. So if you're interested, if you want more information about that, send me a ticket and I'll get you that NDA.
[1:02:36] Yes, Adele, you can choose topics from that list or in the poll on Facebook, there's an option for you to add your own topic. So if the ideas I come up with, if you want something else, yeah, drop it in there and then folks will vote. All right everybody, have a beautiful, beautiful day and we'll see you in the Facebook group. Talk to you later. Bye-bye.
