Finance Coach - $30k/mo

Finance Coach - $30k/mo

She paid me $6k to get her to $30k/mo...
Then another $3k to get to $50k/mo.
This story will show you a few things: Platforms don't matter, Messaging Matters More than Offer and Fundamentals always win.
We had a few unique challenges with this client.
She worked with high net worth individuals and she worked with people who didn't really know what they were doing with their finances.
Two very very different markets, which made the messaging next to impossible.
If you work with two markets on the opposite ends of the spectrum like this... stop... it's far to difficult to pull off.
So... we didn't even attempt to, my focus was the "lower-end clients" the ones who were in pain and needed a solution.
We faced a few big challenges here:
  1. Clients with finance problems struggle to pay
  1. Her knowledge was so vast that dumbing down content was hard
  1. We didn't exactly have a target audience and were kinda talking to everyone
  1. The offers were jumbled all over the place and it was all extremely confusing
The first thing we did was something which I couldn't believe worked... we let the market decide for us.
My client created content on TikTok, a platform which I have very little experience/knowledge with.
I simply saw it as a traffic source to push leads through our existing eco-system. BUT we needed to find those leads.
So my client started testing different audiences and content types until one video hit... and it hit 1M views, so she did it again, and again. That content resonated. So we shifted our focus to be completely on this niche.
But the niche was another tough one... Women were going through or about to go through a divorce.
Yeah... not an easy niche to find, or so I thought.
So once we had the niche, We created a boat load of content on TT for this niche. Everything worked, and the content was blowing up... now we had to filter them into our paid products.
Because this was such a sensitive and delicate niche we had to be extremely careful with the way we operated.
We created DM scripts, that were less scripts and more guidelines for the setters to work through.
My client genuinely cared about her clients, more than almost anyone I've ever met, so this delicate process was important to her.
Once we had the traffic nailed, we pushed our leads into a group, where they could talk about their pains, struggles etc.
We then sent free content to everyone who joined then followed up with simple DMs. We'd understand what was going on, get them on a call and then enroll them into her services.
This client was saving and getting the average client 10x what they would have gotten without her.
They were getting screwed over by their ex-husbands financially, so the service she was providing was seen as miracle work.
We then leveraged that work into stories which the clients approved, but we obviously left out personal details, names etc.
Much like the stories I tell here in email and other places.
This then generated more traffic to her TT and her Group... so we were inundated with inbound leads, in addition to the thousands of inbound leads from her TT account.
This simply became a case of me and the team putting systems in place for her to convert all the leads and then upsell them into further commitments.
My role in this was easy... but it's the same role I play in every successful clients business.
Nail the Niche
Master the messaging
Build the fundamentals
Hold everyone accountable to KPIs
And if all of that is achieved... winners are made...
This client joined our program with a goal of hitting $30k/mo - that was achieved. Then she renewed for another 3 months and then we got up to $50k/mo.
Now her business has taken off so much, that I'm not the best fit to support her... which is the reality, as she's getting into complex territory that I have limited experience in. I don't mind admitting that. My goal for most clients is for them to eventually out grow me. That's totally fine with me...
This client joined the Inner Sanctum, which at the time was a different product, then she upgraded to the Partnership, at a lower price then it is now.
Both served her well and she achieved what she needed to.