SBA™ OFFICE HOURS REPLAY | JAN 30TH 2025

1. Core Questions Answered & High-Level Recommendations

Marketing & Offer Clarity

• Diana: Struggling with marketing multiple offers and balancing priorities. Recommendation: Focus on two main offers (Launch Architecture & Shopify on Instagram) and Segment Creative Leadership to Linkedin! Focus on LA Sales at the Start of the Week & SHOPIFY Towards the End of the Week. 
• Bethany: Concerned about launching a mentorship program without looking scattered. Recommendation: Position it as an annual launch cycle and build anticipation through strategic content + We have to remember that selling is an act of service and you actually don;t have all that much to sell ( even though internally ( capacity wise ) it feels this way for you because you are selling across two companies )...THIS is your anchor offer for this quarter! So push it! Serve as many people as you can as deeply as you can. 
  RE Client Complaints, 3/9 People is something we need to look into! If it is a pattern, it is a problem. Please submit their complains and lets make a messaging alignment game plan moving forward!! 
• Shan: Unclear on upselling strategies for events. Recommendation: At the end of the event, give everyone 15 Mins to run to the back of the room if they would like to sign up to the retreat and as a bonus for siging up today, they get access to the entire playground fo 12 Months. > Post Event, Send out an email thanking them, and then remind them of the different courses ( with links to buy ) or they can opt for the full 12 Months play ground + Use your instagram stories and content to nurture people who have not closed "You have been to my events, you have shown up and done the work, you have experienced what can happen in 6 hours...imagine what can happen in 12 months. Imagine who you will be in 12 Months." 

Sales & Scaling

• Sacia: Financial security concerns despite hitting goals via referrals. Recommendation: Shift focus toward intentional, active revenue-building rather than relying on passive referrals. ie. Diversify Strategic Partners & Diversify Content Types within each area of the funnel. This way you know every move you are making is intentional. Also!! Freebie OR a $11 or $27 dollar Masterclass > Low ticket Templates > Upsell into Brand identity ( Ad Funnel ) 
• Asha: Balancing outreach, beta testers, and a content event. Recommendation: Modify launch cycle to ensure a structured rollout without overwhelm approx. 4-8 Weeks in total! Re-running the launch cycle we decided on in Slack. 

Visibility & Content Strategy

• Diana: Intimidated by LinkedIn but knows it’s essential. Recommendation: Start posting in her familiar Instagram style before transitioning to LinkedIn’s native style. Utilize video/carousel content and follow our instagram content cadence calendar.

Client Management & Retention

• Bethany: Struggling with unaligned mastermind clients blaming her for lack of results. Recommendation: Review ICP messaging, enforce clear accountability, and refine onboarding to filter out misaligned clients.
• Sacia: Concerned about attracting low-budget referrals. Recommendation: Cultivate partnerships with industry leaders who work with high-ticket clients.

2. Unclear/Pending Decisions

1. Diana's Offer Positioning: Should she keep E-Comm Brand Director Partnerships or phase them out?
2. Bethany’s Signature Offer: Finalizing what the mentorship relaunch should look like. ( Lacey to Send Launch Planner & Map this out on Next Call ) 
3. Shan’s Funnel Strategy: Needs clarity on whether to push upsells before or after events. ( Lacey to Send Passive funnel plug & play templates ) 
4. Sacia’s Active Revenue Plan: Determining the best outreach strategy to balance passive and active revenue. ( Utilise the Email List Outreach Method + Investor Outreach and nurture ) 
5. General Issue: Several members need structured CEO schedules to avoid burnout.

3. Homework / To-Do List

Diana

• Develop a LinkedIn content strategy based on repurposing IG content.
• Refine marketing structure to focus on two core offers.
• Finalize decision on whether to keep E-Comm Brand Director Partnerships.

Bethany

• Map out the launch plan for the mentorship program.
• Refine ICP messaging to filter better-fit mastermind clients.
• Review refund policies and client onboarding for alignment.

Kaisha

• Complete content calendar framework for top/mid/bottom funnel posting.

Shan

• Implement Squarespace-Flodesk integration for email marketing.

Sacia

• Identify 3-5 strategic partners who work with high-ticket clients.
• Shift messaging to attract higher-quality referrals using the diversified content strategies and worksheets. 
• Finalize structured referral process for active lead generation.

Asha

• Finalize beta tester onboarding process.
• Modify launch plan to accommodate timeline shifts.
• Focus on securing six clients for the upcoming event.