the framework - mk0xyadviser3ehmntnf.kinstacdn.com€¦ · 1.think of the ‘ideal client/s’ you...

Kristin JacobsenDigital Marketer For FP’s@FREDDYJACO

LESSON #2 - THE FRAMEWORKCopyright © K Jacobsen - Freddyjaco

THE FRAMEWORK



Welcome To The Workshop!

“It is not the strongest of the species that survives, nor the most intelligent; it is the one most adaptable to change.”

- Charles Darwin



OUTCOME FOR THIS LESSON...

Provide a blueprint of how the system works and a plan on how to implement it.



HERE’S WHAT WE’RE GOING TO COVER

● Picking, clarifying & confirming the market● Crafting your action provoking message● Choosing your media and channel● Mapping out your automatic follow up system



PICKING, CLARIFYING & CONFIRMING THE MARKET



THE MOST IMPORTANT PART OF THIS WHOLE PROCESS



IRRATIONAL FEARSVS

GENUINE ISSUE & CONCERN



TOO NARROW25 - 35 year old, admin professionals, in Wagga Wagga,

with 2 kids and married



TOO BROADHNW, Home Owners, Millennials, Business Owners



JUST RIGHT (IF VALIDATED)

Specific Salaried Trades/Professionals - Electricians, Consultants, Lawyers, Account Managers.

HNW executives and CEO’s 5-10 years out from retirement, with complex financial needs.

Specific Industry Business Owners - Electrical, Construction, Dentists, Marketing, Manufacturing, Retail.

Home Owners, dual income household, with teenage kids, 5-10 years out from retirement and need to play catch up.



DO NOT SKIP THROUGH OR DO JUST PART OF THIS EXERCISE



DO EVERY STEP OF THE EXERCISE



AND DO IT THOROUGHLY...



THEN MAYBE DO IT ONCE MORE...



SERIOUSLY...




1. Think of the ‘Ideal client/s’ you have worked with in the past○ Download - Target market definition worksheet





2. Create a ‘Client avatar’ of them (demographic + psychographic)○ Download - Ideal client avatar worksheet





3. Hypothesis their ‘Problems, Fears & Desires’○ Download - Problems, Fears & Desires Worksheet






3. Hypothesis their ‘Problems, Fears & Desires’○ Download - Problems, Fears & Desires Worksheet

4. ‘Ask’ your Target Market or ‘research it’ (At LEAST 5 sources)○ Email/message template○ Research & data worksheet




CRAFTING YOUR ACTION PROVOKING MESSAGE



SIMPLE MESSAGE

A) I/We help __________________ (Target market)B) To/get/be ___________________ (Desired result)C) By _________________________ (Desired product/service)



EXAMPLE



We help graduate doctors (Target market)

To grow and manage their wealth (Desired result)

By providing personal & compehensive CFO services (Desired product/service)



IMPORTANT!

USE THE WORDS FROM THE FEEDBACK YOU RECEIVED FROM YOUR TARGET MARKET AND FROM THE DATA AND RESEARCH YOU DID

EARLIER.



We help Home Owners(Target market)

To sort out/consolidate their super, having the right insurances(Desired result)

By analysing your needs researching all your supers, comparing them, providing you a recommendation of the best provider and providing a written plan with these recommendations, then helping you implement them(Desired product/service)



CRAFTING YOUR ACTION PROVOKING MESSAGE

1. Desired result (B) Desired product/service (C)○ Download - What your market really wants worksheet

2. Write out your simple pitch○ Download - Simple Message Worksheet

3. Test your message and pitch to the market (to come)



CHOOSING YOUR MEDIA AND CHANNEL



THE MEDIA

1. Create a lead magnet - highly valuable, highly useful piece of content that will ACTUALLY help your target market, solve one or part of their financial problem○ Download - Lead magnet developer



LEAD MAGNET● Highly valuable, highly useful and fits the purpose● Ebook, video tutorial, detailed case study, quick webinar, Detailed

checklist, ACTUAL book, mailed kit, prize draw





THE CHANNEL


2. Pick ONE channel that you will distribute this lead magnet through○ Download - Picking your channel



THE CHANNEL

● Email● Facebook● Instagram● Linkedin● Google● Physical - Book/Booklet● Physical mail



THE PROSPECTS JOURNEY


2. Pick ONE channel that you will distribute this lead magnet through○ Download - Picking your channel

3. Map out your prospect journey (template and example in next lesson)○ Your prospects journey template



MAP OUT THE JOURNEY



MAP OUT THE JOURNEY



MAP OUT THE JOURNEY



MAP OUT THE JOURNEY



Welcome To The Workshop!

ACTION: 1. Save a copy of ALL downloads below

2. Complete the ‘Market’ Worksheets & research3. Complete the ‘Message’ worksheets

4. Put together your ‘lead magnet’5. Map out your ‘prospects journey



CONCLUDING THIS LESSON...● Picking, clarifying & confirming the market

○ Think of the ‘Ideal client/s’ you have worked with in the past○ Create a ‘Client avatar’ ○ Hypothesis their ‘Problems, Fears & Desires’○ ‘Ask’ your Target Market or ‘research it’ (At LEAST 5 sources)

● Crafting your action provoking message○ Simple message - We help (a) to (b) by (c)○ Write it out○ Test it

● Choosing your media and medium○ Highly valuable, useful lead magnet○ Distribute through correct channel

● Mapping out your automatic follow up system○ Lead magnet, channel, pages, email and text sequence, retarget

the framework - mk0xyadviser3ehmntnf.kinstacdn.com€¦ · 1.think of the ‘ideal client/s’ you...

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