SBA™ OFFICE HOURS REPLAY 14.03.25
Mar 14, 2025Please click here for transcript, chat and resources
Summary
-
Mindset & Overcoming Limiting Beliefs:
- Emphasis on shifting from scarcity thinking to a mindset of abundance and readiness to receive.
- Participants were encouraged to maintain consistent action rather than falling into start-stop cycles.
-
Sales & Lead Generation:
- Strategies for building consistent lead flow to improve revenue stability.
- Heavy focus on positioning offers, creating urgency, and handling objections effectively.
-
Content & Visibility:
- Emphasis on simplifying marketing strategies and delivering concise, engaging content.
- Clear strategies for promoting masterclasses, intensives, and membership models.
-
Boundary Setting & Client Expectations:
- Participants were encouraged to avoid codependent client relationships and empower clients to take initiative.
-
Strategic Positioning & Messaging:
- Clear guidance on separating coaching frameworks from service delivery models.
Action Items & Responsibilities (By Individual/Entity)
Tasks for SIR.
| Task | Description | Deadline |
|---|---|---|
| Calendar Update for SBA Calls | Steph to adjust all calendar invites to reflect the correct time zone and ensure alignment with Daylight Savings. | ASAP |
| Audit Liza’s Sales Process | Liza to provide Lacey with video walkthroughs and recordings of sales calls for review. | ASAP (Send to Steph for prioritization) |
| Email Sequence Framework for Sasha & Kaisha | Steph to send Sasha and Kaisha the complete sales funnel and email sequence template for their respective offers. | ASAP |
| Pricing & Profitability Model for Sasha | Steph to send Sasha a value-based pricing calculator for profit assessment. | Immediate |
Tasks for Individual Clients
Liza’s Action Items
| Task | Description | Deadline |
|---|---|---|
| Sales Process Review | Send Lacey a video walkthrough of your current sales process, including recorded sales calls and email correspondence. | ASAP |
| Event Calendar Build-Out | Finalize a three-month event calendar before launching the membership model. | ASAP |
| PR Agency Realignment | Realign your PR partner’s strategy to focus on “consumer activation,” not “influencer activation.” Ensure sponsorship pitches emphasize this shift. | Immediate |
| Hybrid Membership Model | Develop a hybrid experience that combines virtual connection with smaller in-person experiences to create more intimate connections. | Ongoing |
| Book Club Onboarding System | Work with OBM during your VIP day to optimize onboarding, offboarding, and automation systems. | Scheduled in coming weeks |
| Market Research Email Campaign | Draft and send an email teasing the new membership model while inviting members to participate in a survey to guide development. | Immediate |
Sasha’s Action Items
| Task | Description | Deadline |
|---|---|---|
| Masterclass Promotion Plan | Create problem/solution content for Instagram and treat the masterclass as a full paid offer when promoting. | Immediate |
| Masterclass Email Sequence | Create 4 pre-masterclass emails, 8 post-masterclass sales emails, and 4 upsell emails to intensive offers. | Immediate |
| Pricing Profitability Check | Map out the pricing model for intensives, factoring in hours worked, deliverables, and revenue goals. | ASAP (Submit to Lacey for review) |
| Content Consistency | Maintain consistent Instagram presence to build audience trust before launching intensives or the masterclass. | Ongoing |
| Follow-Up on Leads | Track all leads from outreach efforts and provide Lacey with a summary of warm leads, cold leads, and pending decisions. | Weekly |
Asha’s Action Items
| Task | Description | Deadline |
|---|---|---|
| Frame Positioning for Your Flow | Shift messaging away from “coaching” language to establish ‘Your Flow’ as a tech platform with educational resources. | Immediate |
| Behind-the-Scenes Content | Share more behind-the-scenes content showcasing your app-building journey. | Ongoing |
| Masterclass Branding | Rebrand the masterclass under ‘Your Flow’ to separate it from your personal brand. | Immediate |
| Instagram Audit Request | Request Steph to prioritize your Instagram audit in submission reviews. | ASAP |
| Ad Strategy Clarity | Submit detailed questions on ads strategy to Lacey to guide content for the upcoming ads-focused masterclass. | ASAP |
Kaisha’s Action Items
| Task | Description | Deadline |
|---|---|---|
| Masterclass Email Sequence Setup | Create an 8-9 email post-purchase sequence to support your passive masterclass funnel. | Immediate |
| Pre-Masterclass Email Edits | Remove pre-masterclass emails since your masterclass will run passively. | Immediate |
Brittany’s Action Items
| Task | Description | Deadline |
|---|---|---|
| Client Boundary Reinforcement | Set clear expectations with your client to establish boundaries on how much guidance you will provide. Reinforce self-trust. | Immediate |
| Content Planning for Visibility | Establish a consistent content posting schedule to maintain visibility while managing a busy workload. | Ongoing |
Ready to Take Your Growth to the Next Level? 🚀
You’ve just gained valuable insights from this SBA Minimind call replay—but imagine the transformation if you had direct, hands-on support tailored to your unique business challenges.
If you’re ready to:
✅ Step into CEO-level leadership and scale your business with clarity and confidence.
✅ Work closely with Lacey and the SIR. team to build systems, strategies, and skills that actually work for your business.
✅ Unlock the power of a high-level mastermind & 1:1 mentorship designed to help you break through your current bottlenecks and scale with precision...
Then this is your sign. ✨
The SBA Mastermind isn’t just another program—it’s your next step toward sustainable, scalable, seven-figure success.
Let’s make it happen.
