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Site Location
Are you building this in an existing site or Clickfunnels?
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Existing site
Clickfunnels
Site Location
What's the site URL?
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Site Location
Please provide the logins for this website
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CRM Connectivity
What CRM are you using?
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ActiveCampaign
Ontraport
Infusionsoft
CRM Connectivity
What's your Booking Calendar?
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Calendly
Acuity
Scheduleonce
Appointment Core
Have you shared your logins for your Clickfunnels to us via LastPass?
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If you don't have an account,
please sign up here
and share your logins via LastPass.
YES
NOT YET
Have you shared your logins for your Jotforms account to us via LastPass?
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If you don't have an account,
please sign up here
.
YES
NOT YET
Have you shared your logins for your CRM account to us via LastPass?
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YES
NOT YET
Have you shared your logins for your Calendar booking tool to us via LastPass?
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YES
NOT YET
Have you shared your logins for your Zapier account to us via LastPass?
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If you don't have an account,
please sign up here
.
YES
NOT YET
How To Share Your Passwords To Concierge via LastPass
For Your CRM logins, we need you to share them via LastPass, here's how:
Design and Contents
Do you want to provide your own copy (aka words) for the pages now? or later?
I'll provide the edits for the page's copy now
You can use Taki's sample pages for now and I'll change them later
Design and Contents
Please send us the copy (aka words) for the "The Questionnaire" page. Please match the wordings from the example link below
*
Visit
The Questionnaire Page
and you can edit the default template below:
ARE YOU READY TO SCALE YOUR COACHING BUSINESS IN THE NEXT 12 MONTHS?<br><br> Take a few moments to answer the questions below. Then you'll be sent to a page where you can book in for a Scale Session so we can brainstorm a plan together.
Design and Contents
Please send us the copy (aka words) for the "The Book a Call" page. Please match the wordings from the example link below
*
Visit
The Book a Call Page
and you can edit the default template below:
CHOOSE A TIME THAT BEST SUITS YOU <br><br> (We will confirm your spot on the next page)
Design and Contents
Please send us the copy (aka words) and the video links for the "The Thank You" page. Please match the wordings from the example link below. If you're still creating the video, kindly indicate and you can just send it later.
*
Visit
The Thank You Page
and you can edit the default template below:
THANK YOU! <br><br> Your Scale Session is Scheduled Step 1: Add the call to your calendar Make sure that your booking is in your calendar - you don't want to miss it! Step 2: Join our Facebook Group If you haven't already - join our free Facebook group The Dojo. It's full of other school owners who are growing and scaling too. [BUTTON LINK HERE] Step 3: Watch the videos below To see what's possible for you. Step 4: Send me a MESSAGE, say hi and introduce yourself.
Design and Contents
Send us the other Brand requirements for us to use
e.g. Fonts, Colours, Background images for each page, Logos etc.
Drop files here or
Select files
Max. file size: 100 MB.
Email Contents
Do you want to provide your own copy (aka words) for the emails now? or later?
I'll provide the edits for the email copy now
You can use Taki's copy for the pages for now and I'll change them later
Email Contents
Please send us the Email Copy for the "Applied for Call" email
*
You can edit the template below:
<h3><strong>Applied for Call – Email 1</strong></h3> Subj line - Here's the link Hey - I see that you completed the first step in the application process! Can you please Click HERE to choose the time for your 1on1 strategy call, at the time that best suits you. Chat soon <h3><strong>Applied for Call – Email 2</strong></h3> [Sent 1-day after] Subj line - For %FIRSTNAME% Hey %FIRSTNAME%, The system just told me that you applied for your call, but you have not booked in your time yet. Just Click HERE to choose the best time that works for you. There are limited time slots open each month, so choose your time now before they book up. Looking forward to chatting soon. <h3><strong>Applied for Call – Email 3</strong></h3> Subject line: Giving you a second chance. Here’s the situation, %FIRSTNAME% You applied for a call, but failed to book in a time. I’ll be honest with you - that’s a red flag. You might want to pay attention to the following: This week only, we have decided to do something crazy. You see, our Cartel Mastermind Program is serious business. Not for the faint of heart. Not for the lazy. You need to be ALL-IN, or do not bother applying at all. Now, someone like yourself may very well be “all in”. You might be the perfect fit. You might be the next case study success story...yet there may be ONE thing holding you back. Money. Fact of the matter is, the fastest way for you to build the business you dream of, is to pay someone who has achieved what you want to achieve to teach you everything they know. It’s what Josh and I do every year. It’s what our clients do. It’s what our mentors do. It’s what every success story you’ve ever seen on and off the internet has done. See - good coaching is an investment. When you have good coaching, that investment pays off 10x, 20x, 30x - like it does for the members of the Coaches Cartel. It makes more sense than pretty much any other investment out there. But what happens when you simply cannot possibly come up with the money to get started building your dream life and business? Stagnation and frustration. We get it. To an extent. In general we foster a no-excuses take-no-prisoners mindset here at the Cartel. Where there’s a will, there’s a way. Cliche, but true. Still, life has a way of smacking you down at times. So: This week only, we are eliminating that factor for you. This week only, when you book in a call with us, you will be eligible to earn one of the FIVE spots at 50% off our Cartel Mastermind Program. That’s HALF the investment, with ALL of the upside. This isn’t a free handout. This must be earned. You will be coming on board with the sole intention of becoming another mind-blowing case study like the ones you’ve already seen. If you apply expecting anything less than that, and intend to just coast along - you will be rejected. We need fighter jets. Not butterflys. We want the hungry ones. The ambitious ones. The run-through-walls mentality. IF, and only if this is you, the first step is booking in your call time with Josh. He is the gatekeeper and makes the final decision on who gets into the program. Because you’ve applied for a call...but have yet to book in a time - it’s a red flag for us. However, we’re giving you a second chance. If you’ve seen the case studies, watched our content, and are tired of drowning in your current business situation - it’s time to pull the trigger and tell us your story. Just HIT REPLY with “YES” and I’ll get the details through to you. Book in your assessment call RIGHT NOW so that we can determine whether or not you’re a good fit. Spots will fill up immediately after sending this email - so get on it. If you apply for next week and bring up the topic of this email, that simply means you didn’t take action quickly enough. So if you’re serious… reply back now with YES. Chat soon.
Email Contents
Please send us the Email Copy for the "Booked Call Time" email
*
You can edit the template below:
<h3><strong>Booked Call Time – Email 1</strong></h3> Subject line: Before our call Hi %FIRSTNAME%, Thanks for applying to get your strategy session... Now, to make sure you are ready and get the most out of it. Please watch THIS video I shot for you. [LINK to video] It will only take a quick minute and it's to make sure we can best outline whats needed to grow your business, FAST. If you have any questions, just hit reply and ask. Chat soon. <h3><strong>Booked Call Time – Email 2</strong></h3> [Sent 1 day after] Subject line: For %FIRSTNAME% %FIRSTNAME%, Did you watch the [NAME OF WEBINAR] ? This is where I walk you through the [HOOK OF WEBINAR]... PLUS... I show you [EXTRA JUICINESS] so that you [DESIRED RESULT]. This is an in depth [LENGTH OF VIDEO] training session... So if you're serious about taking your business to the next level... Watch this: [LINK TO WEBINAR] Any questions after you've watched it, just hit reply and let me know. Chat soon. <h3><strong>Booked Call Time – Email 3</strong></h3> [Sent 1 day after] Subj line - Shot this for you Let's be honest %FIRSTNAME%, It's totally cool if you thought it was BS, or "too good to be true", when you've seen the results of my clients. This is why I want you to see... [LINK TO CASE STUDIES] Look, I'll be honest with you %FIRSTNAME%, We know our stuff works. But you're probably asking... "Does This Work For ME?" And thats exactly why I want us to plan out what YOU need to do on your strategy session. So, watch the case study videos above and be ready for your strategy session. Chat soon,
Email Contents
Please send us the Email Copy for the "Missed Call" email
*
You can edit the template below:
<h3><strong>Missed Call – Email 1</strong></h3> Subject line: What happened? Hey %FIRSTNAME%, Is everything ok? You missed your strategy call. Can you please Click HERE to re-schedule your call time. Also, best if you reply back once you've chosen your time so we can make sure you'll get your call. Thanks <h3><strong>Missed Call – Email 2</strong></h3> [Sent 1 day after] Subject line: What happened? %FIRSTNAME%, Whats up?! Yesterday I sent the link for you to re-book your time. Just wanted to make sure you found a time that worked for you? Click HERE to re-schedule your call time. Any questions let me know. Name
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Watch our CEO send in Tasks and
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Competitor sussing you out
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