Whether it’s an intake form or a testimonial collection form, online business owners like you and me use forms to collect important information from our clients all the time.

But what about when your clients either don’t click, delay submitting, fall off halfway through, or just ignore the form entirely?

Here are a few strategies to help increase your form completion rates, from a conversion copywriter and backend sales strategist:

1. This should go without saying, but sometimes it needs to be said again: Don’t ask for information you don’t actually need or already have. If your forms aren’t getting submitted, the #1 reason most likely is: you’re making it feel too hard.

   Pro tip: if someone has already bought from you, you already have their name, email, and possibly even more. Use Zapier to connect your tools and auto-fill those fields so they don’t have to provide them more than once!

2. Make the process match your brand: If you’ve positioned yourself as a premium brand, please don’t send out ugly forms!

   Typeform is currently my survey-builder of choice. I love that it’s so personalized and capable of branching logic, answer recall, and more. (I’m a proud affiliate so if you sign up through that link, I’ll earn a commission at no extra cost to you.)

   These days, I’m also keeping an eye on how companies are using AI to enhance their survey tools. RightMessage, in particular, looks like a great option for business owners interested in using hyper-segmented campaigns to drive a lot more sales.

3. Set clear expectations upfront: How long will the form take to complete? How much thought will your questions need? What will they get if they make it to the end? Let your people know what they’re getting into before they start to help them avoid falling off halfway through.

4. Ask only one question per field. Confusion increases the cognitive load of giving an answer. And when things feel hard/annoying/unclear? People bail.

5. If your goal is market research, short text answers are your friend. You will get only a fraction of the insight into your audience you desire if you’re offering them multiple choice or “tick the box” question types instead of letting them answer in their own words.

   Pro tip: This kind of answer doesn’t have to feel hard. Using a prompt like “Finish the sentence: The #1 reason I signed up for [your program] is…” can help you get Voice of Customer data without requiring your client to do a lot of work.

6. If you’re collecting info to start a project, like a Brand Clarity Questionnaire, or if your program is ultra-high-end, you may want to offer your clients the option of a call instead. This will depend on your capacity/team, but, when required to share a lot about our businesses, a lot of us would rather talk it out than answer the same questions yet again.

7. Change things up. Variety is the spice of forms. Make sure you add visual interest and an image or 2 along the way.

8. Always say thank you – and ideally, surprise & delight at the end. Nothing worse than putting a lot of work into a form, only to see a boilerplate “submission confirmed” page at the end. At the very least: Say thank you and tell your people what will happen next. Best case scenario: Offer them an exclusive gift as a thank you for making it to the end.

So many reasons, not the least of which is that they are one of the easiest ways to gather Voice of Customer data from the people who actually *bought*.

Within The Post-Sale Profit System, we use a variety of forms to check in with your clients re: their goals, desires, experience and results so that the offers you put in front of them are always customized to their needs. << That’s the secret to increasing client lifetime value without your offers ever feeling pushy or OTT.

Curious about how this plays out in practice?

Check out my free, on-demand training “Profit without Pressure: How backend sales automations can sustainably add 5-6 figures to your bottom line”.

In this pre-recorded workshop (you can watch at 2x speed or share with your team), I’ll walk you through the 9 Profit Levers waiting to be pulled inside your business’ backend.

You’ll walk away knowing exactly how you can generate 5-6 figures of additional revenue from your existing clients, every quarter—and keep that number growing.

Phase 3: Culmination

There are 2-3 weeks left in your 6 month program. Everyone can feel that things are drawing to a close. People are sharing their wins left and right.

And either silently or out loud, they’re wondering: “What’s next?”

What IS next?

Nothing?

They all just hang out in your program’s free FB group for years?

How about this instead:

With The Post-Sale Profit System in place, an automated email goes out asking your participants for their final feedback on your program. 

Based on those responses, you have a system in place to:

Upgrade interested participants into some kind of Continuity Offer (essentially a place they can continue to get some access to you at a smaller price, but ongoing forever and ever)

Ask satisfied clients to complete an exit interview, giving you even more valuable insight into their experience AND providing a video testimonial to convert new leads, and

Give your people one more opportunity to access a limited-time-offer perk or incentive by referring your program to their people (Got an official affiliate program? Plan an onboarding event for new affiliates here.)

As a result, where you previously “just” delivered an amazing, best-in-class program that got your students incredible results…

Now you’re delivering that amazing, best-in-class program that gets your students incredible results, while, at the same time, The Post-Sale Profit System helps you:

• Increase CLV through participants’ additional purchases

• Increased retention by proactively inviting people to upgrade into a higher-level offer and/or inviting them into your Continuity Offer

• Generated a TON of Voice of Customer data that helps you understand why your people buy so you can attract more action takers in your top-of-funnel marketing

• Acquire high-quality leads for free (!!) through the power of organic referrals, and

• Improve client success and completion rates, ultimately providing more social proof and increasing the goodwill of your clients, whether they continue working with you or not

You might be re-skimming everything you just read, wondering how that can all actually be automated, or whether it would work for your offers or brand, but here’s the thing—

The strategies The Post-Sale Profit System is built on – increasing CLV, improving client retention and harnessing the power of referrals – have all been proven, over decades, to be more effective and more profitable than pretty much anything else.

As a done-for-you service provider, I’ve personally generated over $200,000 from repeat clients and referrals.

And as a conversion copywriter and backend sales strategist, it’s MY job to make this system work for you.

So with the utmost respect for everything you’ve built and created—

If you’re asking:

“Why should we make this a priority?” right now…

You’re asking the wrong question.

You should be asking:

“How soon can we get this in place, so we can start seeing a bigger return on all the work we’re already doing?”

My answer?

That depends. The turnaround time is about 6 weeks, but we only take 1-2 clients at a time.

Reserve your slot now by booking a 15-minute Fit Check Call today.

Want to learn more before we chat?

Check out our free, on-demand workshop:

Profit without Pressure: How to sustainably add 5-6 figures to your bottom line with no new ads, offers or launches

In this pre-recorded workshop (you can watch at 2x speed or share with your team), I’ll walk you through the 9 Profit Levers waiting to be pulled inside your business’ backend.

You’ll walk away knowing exactly how you can generate 5-6 figures of additional revenue from your existing clients, every quarter—and keep that number growing

If you’re a coach who’s made it to multi-6 or 7+ figures in revenue…

Congratulations!

You’ve done something that only about 10% of coaches ever achieve.

To unlock that accomplishment, you’ve likely:

• Sold high-value services like intimate 1:1 coaching packages

• Launched one – or multiple – scalable group coaching program and/or courses, and

• Mastered the art of client acquisition (over and over again, each time there’s an algorithm update)

None of those tasks were easy.  And none of them would have gotten you where you are today on its own.

But by strategically leveraging different offers and consistently growing your audience…

You have arrived. 

And I bet it feels REALLY good—right?

And yet…

These days, instead of hustling like you did back in the days of 10k months, now you find yourself up at night googling “high-ticket coaching retention strategies” and “client retention strategies for coaches”…

Because it’s true what they say:

“New level, new devil” 

Now that you’ve built your coaching business to 7-figures+, you’re realizing:

→ Keeping clients engaged is tough—even the people who get great results in your signature program tend to drift away after their initial excitement has worn off. It’s a constant struggle to keep people engaged long-term because you don’t have a systematic way of nurturing those relationships or increasing the lifetime value of those clients.

→ Client engagement is overwhelming your existing team. Manually keeping track of who’s engaged, who’s gone quiet and who might be ready to upgrade requires a LOT of time and attention. Without a structured approach, you know some clients are getting left behind, while you’re missing out on profitable opportunities for upsells and referrals.

→ You’re constantly in client acquisition mode, thanks to high client churn rates. With limited insight into who’s getting fantastic results and who’s one unanswered question away from slagging you off on Reddit… Your team is too busy playing Whack-a-mole to develop a strategic approach to developing strategies for client retention.

As a result?

You’re not as PROFITABLE as you know you could be.

Sure, business is good…

But you just know you’re leaving money on the table.

If you want to increase your client engagement, automate your follow up, improve your client retention and increase the lifetime value of your high-ticket coaching clients?

You need The Post-Sale Profit System.

What is The Post-Sale Profit System (and how can it help you improve retention for your high-ticket coaching clients)?

The Post-Sale Profit System is an automated ecosystem of behaviour-based email sequences that track your clients’ engagement, interests, desires & results. As a result,  you’re able to:

• Keep your clients engaged

• Help them achieve greater success, and

• Make them the right next offer at exactly the right time.

Its strategic, sales-driven flows help you keep clients longer, upgrade them faster and increase the number of referrals they happily send your way.

If you’re interested in learning more about how The Post-Sale Profit System works, I highly recommend you watch my free, on-demand webinar: 

Profit without Pressure: How backend sales automations sustainably add 5-6 figures to your bottom line—with no new ads, offers or launches.

Why should implementing The Post-Sale Profit System be a priority for you right now?

As a 7-figure CEO, your life is FULL of abundance.

But that also means you and your team have an ABUNDANCE of ideas when it comes to which project you tackle next:

•  Should you upgrade to a different CRM?

• Give your evergreen funnels a reboot?

• Create a new mid-tier offer?

Add another team member… Or go all out on a website redesign?

Your team has no shortage of ideas for how you can change things up behind the scenes— just scrolling your IG feed lead to major overwhelm!—but determining which project to focus on FIRST can keep you spinning your wheels or spread too thin.

Luckily, as CEO, you also know to follow the $$$ to the highest ROI.

Curious what your ROI would look like from The Post-Sale Profit System?

Check out my free ROI Calculator Tool to find out exactly how much profit potential is hiding in your business’ backend:

As that tool shows, coaches who are already at 7-figures in revenue can likely add 5-6 figures in PROFIT by implementing The Post-Sale Profit System…

But in case you’re still not sure, here are 5 reasons implementing The Post-Sale Profit System should be the first next thing you do:

1. While your choice of CRM tool is important, if you don’t have a solid post-sale strategy in place, even “the best” CRM tool won’t be able to solve your retention issues.

2. The long-term ROI is unmatched: As this study by Bain & Company found, “Even just a 5% increase in customer retention produces 25% to as much as a 95% increase in profit.”

3. Implementing a strategic system for backend sales – especially one as tailored to high-ticket coaching companies as The Post-Sale Profit System – creates a foundation for sustainable growth. Scaling becomes much easier when your client engagement and upselling are automated.

4. Automating the task of checking in with clients, offering upgrades, and requesting feedback means your team members have more time to focus on other strategic initiatives.

5. Once you’ve systematized the process of asking satisfied clients for referrals, you’ll find new client acquisition becomes easier without any additional marketing spend. Not to mention that leads acquired by referral tend to be higher quality and easier to retain.

Ultimately, The Post-Sale Profit System will support and enhance any other growth initiatives you pursue in the coming months.

Your next launch?

That new funnel?

New offer?

They’ll ALL make your coaching business more money once you have The Post-Sale Profit System in place.

OK, I’m convinced. What do we need to have in place before we install backend sales automations?

Great question!

The Post-Sale Profit System assumes that you have a suite of offers (typically at least 3) that serve the same core audience, either helping them solve different but related problems, or offering them different levels of support and access.

For example, you might have:

•  An signature course that acts as your entry-level offer, priced at $997

• A 6-12 month signature program or mastermind that acts as your flagship offer, priced at $5000

• A membership community where people get a low-access level of ongoing support for $197/month

Or you might have:

• A suite of low-ticket offers that attract people into your world (Priced between $97-$497)

• A signature course that acts as your flagship offer (priced at ~ $1997), and

• A membership community that gives people ongoing access to you for $77/month

Whatever your offer suite looks like, the prerequisite for The Post-Sale Profit System is that you have at least one offer priced at $2500 or higher and, ideally, you also have some kind of Continuity Offer that allows you to generate recurring revenue from clients who stick around.

When I get on a 15-minute Fit Check Call with someone to determine whether their business is a good fit for The Post-Sale Profit System, I plug their numbers into the ROI Calculator Tool I created specifically to see how much my potential clients stand to gain from improving these numbers.

Sign up here for instant access to this spreadsheet so that you can calculate your own potential ROI:

Ideally, I want you to stand to make at least  an additional $20,000 in the next 3 months from the behaviour-based email automations we’ll put in place.

You also need to be using – or willing to switch to – smart tools in order for these automations to operate:

• An email marketing provider that allows for automations to be triggered by tagging & segmentation (I like ConvertKit)

• A survey or feedback tool that integrates with your email marketing platform (ideally without requiring a 3rd-party app workaround)

• Optional: An affiliate tracking system, e.g. PartnerStack or similar, ONLY if you intend to offer a financial incentive for referrals

Using these 3 tools, The Post-Sale Profit System allows you to:

→ Collect feedback from your clients, giving your both rich Voice of Customer data and allowing you to optimize your offer based on what your best clients are saying

→ Make them an offer based on their response, whether that’s support included in their current program OR additional resources beyond their current program, and

→ Help your clients get even better results, thereby giving them even more incentive to rave about your programs to their friends—attracting high-quality leads FOR you, with no additional marketing spend

If you’re not ready yet, here’s what to do first:

1, If your offer suite is the issue, start by identifying your Entry Point, Signature and Continuity Offers. 

Each should appeal to the same Ideal Client while either solving a different problem or offering a different level of support.

Looking for a business coach to help you get this figured out? DM me on Instagram and I’d be happy to connect you with the right person based on your needs.

2. If it’s your tech stack that’s the trouble, here are the tools that I recommend:

• ConvertKit (affiliate link)

• ActiveCampaign

• Typeform (affiliate link – Note that Typeform no longer features a native integration with ConvertKit, but it does integrate very well with Hubspot)

• RightMessage

If you’re ready to start now, here’s your best next step:

Book your 15-minute Fit Check Call with me using the button below:

On this call, we’ll quickly run through the eligibility criteria for The Post-Sale Profit System in order to confirm you’re already set up with everything you need. 

Next, we’ll hop on a second call to discuss the details of your offer ecosystem and exactly which sequences my team and I will craft for you, before putting together a custom proposal and sending it your way for a final review.

Once that document is completed & your first payment’s been made, we can cut straight to the Kickoff Call, and start the process of getting your Post-Sale Profit System up and running.

Questions?

Come find me over on Instagram or leave me a comment below.

Keep hearing the words “backend offer” and “backend sales”, but not sure what that actually looks like in your online coaching business?

This post breaks down the concept of backend sales automations for coaches, and shares 5 things you need to know about selling to the clients you already have.

Before we dive in, let me be real—it used to be, if someone started talking to me with the word “backend”, my eyes would glaze over as my mind went back to the traumatic experience of trying to write the code for my own WordPress site back in 2015.

You too?

It’s not surprising.

Focusing on the front-end of your business – your branding, your IG grid, your content and immediate sales probably gets you buzzing. 

It’s colourful.

It’s sexy.

It’s dopamine-fuelled fun that can result in brain-pleasing “likes” and the rush of making sales.

Being in your business’ backend, on the other hand, can feel confusing and overwhelming. 

“Err, better not mess around in there,” you might think. “The people have already paid. Let’s just leave them alone and let them do their thing.”

Now, there’s absolutely nothing wrong with you if you LOVE seeing your inbox flooded with DMs, the satisfaction that comes from seeing your offer laid out in all its splendor on a long-form sales page, or the life-sustaining lift you get from sales made during launches…

Your business does need those front-end sales to survive.

But I bet you’d feel a bit differently about the backend of your coaching business IF you were clear on how your online coaching company could be generating an additional 5-6 figures in revenue EACH QUARTER with a backend sales system (like this one) in place.

You might even start to wonder if you can afford NOT to focus on backend sales.

Because if there’s one thing that tends to get a 7-figure business owner’s attention?

It’s the prospect of low-lift, long-tail revenue that doesn’t require you to keep dumping money into Facebook ads or ask you to stuff another launch into your already overstuffed year.

But first, what even is a “backend sales automation”?

Let’s break it down:

Backend = Not something the general public can see. Exclusive to your existing clients. Only visible to those who’ve already purchased your signature offer.

Sales = With the goal of selling an additional product or service, whether immediately or down the line.

Automation = Sent automatically, without requiring action from anyone on your team. Triggered by your recipient’s action (or lack thereof).

Put it all together:

Backend Sales Automations are flows, typically delivered via email (sometimes augmented by SMS & other channels), sent to your existing customers at specific points in their customer journey, with the aim of offering them additional support in the form of a complementary product or service.

These sales sequences are only seen by your existing customers. Hence, “backend”.

While they may accomplish other goals in the meantime, they have the ultimate goal of increasing customer retention and lifetime customer value.

And they are typically triggered by the recipient’s behaviour, e.g. immediately after they sign up for your program, complete a specific module or mark a particular achievement as “Complete”.

One simple example of a backends sales automation is offering a post-purchase upsell:

Let’s say someone signs up for your signature program, a $2500 6-week program, at which point they are presented with the option to add a 60-minute 1:1 coaching call to their order for $500. 

If that person adds the upsell to their order, they’re tagged as having purchased the upsell and their onboarding continues as usual.

If they don’t add the upsell, they can be tagged accordingly as well, then added to an augmented onboarding sequence that either gives them another opportunity to purchase the aforementioned upsell, presents them with an alternative offer, or both.

The post-purchase upsell is a relatively well-known example of a backend sales automation, but did you know there are actually 9 Profit Levers you can pull in your signature offer’s backend to help you improve customer retention and increase lifetime customer value?

I walk you through each of them in more detail – with examples and stats to back ’em up – in my on-demand workshop, Profit without Pressure: How to sustainably add 5-6 figures to your bottom line with no new ads, offers or launches. Click here to watch it now.

What are the benefits of having backend sales automations in place?

Whether you’re:

• The CEO of a 7-figure company, hoping you might be able to take some of the pressure of selling live off your back,

• A Director of Operations who’s heard murmurs about the potential of backend sales, or

• A CMO (Fractional or not) looking for ways to increase your ROAS in the face of ever-increasing CACs

I know there are a ton of potential projects competing for your team’s attention and your time.

So why should implementing backend sales automations be a priority?

Because simply delivering what you promised isn’t necessarily enough to keep your clients happy, engaged and shouting how much they love you from the rooftops—or continuing to think about investing in your work. 

But when you have backend sales automations in place, like the ones we build out for you inside The Post-Sale Profit System, you can:

• Keep your clients engaged for the duration of your signature program, meaning they are more likely to see the results you promised

• Connect your people with the support they need, when they need it, again helping them see results while you make an easy sale

• Encourage your clients to share program feedback as they go, providing you with more social proof and ideas for how to optimize your offer

• Seed your next offering within the current one, so that people know what their next step is after completing your signature offer

• Invite your star students to become brand ambassadors, sending more people like them your way << A no-cost, yet highly effective way of making more sales of your signature program

What kind of impact will backend automations have on your business?

You can sneak a peek at what your numbers might look like using this tool, but in general, I love to quote the following stats:

•  According to a Bain and Company study conducted with faculty from the Harvard Business School, a 5% increase in customer retention produces 25% to as much as 95% increase in profit. (Bain & Company)

• Another study by Gartner Group found 80 percent of future revenue will come from just 20 percent of your existing customers. (Paylode)

• That’s because: “Retained customers buy more often and spend more than newer customers.” (Bain & Company)

Ok, let’s say you’re bought into the idea that the backend sales automations within The Post-Sale Profit System will help you add 5-6 figures to your bottom line with no new ads, offers or launches.

What kind of tech does it take to get a backend sales automation up and running?

My answer might surprise you because you likely won’t need to add anything to your tech stack, other than a survey tool like Typeform, if you’re not using one already.

The automations within The Post-Sale Profit System are triggered by your clients’ actions, whether that’s:

• Completing a specific module

• Sharing a specific win

• Reaching a defined program milestone

• Reaching a specific point in your program (e.g. the halfway mark), or

• Demonstrating a certain level of engagement

Depending on the team you have in place and the scale of your signature program, your clients can be automatically or manually tagged (or both).

Upon being tagged or added to a specific segment, clients are added to the relevant automation within your email marketing platform.

Tagging and segmentation is accomplished within the same platform.

Clients are tagged or segmented based on their answers to simple surveys, feedback forms and clicks within segmentation emails.

Examples of Post-Sale Profit Sequences in the Wild:

When my client Sue Crites reached out to me back in 2022, she had a thriving membership community and over a dozen digital products, but she wasn’t actively marketing those offers anywhere.

In the context of our work together, one of the sequences I created for Sue was a new welcome sequence, with the ultimate goal of getting new subscribers to sign up for her membership, Energy in Motion.

 What that sequence also does, however, is mention another one of Sue’s offers, Morning Mojo. When I interviewed Sue about her results, she mentioned that in the first 6 months after her new funnels went live, she had made more sales of that product than in the previous 4 years combined!

Check out the full case study of the work I did for Sue right here:

Within just 3 emails, Sue’s subscribers are given clear next steps on how to get the most out of the short training they’ve just purchased, asked for insight into what led them to sign up, and invited to get more of Sue’s unique style of teaching by signing up for her membership community.

Check out how this subscriber went from downloading her lead magnet to purchasing her mini-offer to joining her community in just one day:

First they downloaded her freebie.
Then they purchased the mini-offer.
Then they joined the community.

All via automated emails!

There’s also this subscriber, who was on Sue’s list, bought the mini-offer, and then immediately upgraded to the membership from one of the onboarding emails:

This work I did for Sue was one of my very first forays into the power of Post-Sale Profit Sequences.

And it was in seeing results like Sue’s that I started thinking about the potential impact this kind of automation could have if it was implemented in a business that focused on higher ticket sales…

I’ve always been someone who loves seeing $$$ numbers, so I initially put together this ROI Calculator Tool for myself, to see what that impact might look like.

The results?

That’s when I decided to make The Post-Sale Profit System my signature offer.

And The Post-Sale Profit Studio was born.

How can you get started with backend sales automations today?

If you’re a 7-figure coach looking for an expert team to create a bespoke strategy for your backend system, write the emails that will make you sales and implement the whole thing in your business’ backend, your best next step is to book a Fit Check Call with my team today. 

On this quick, 15-minute call, we’ll make sure that your business & offer suite are well-suited to The Post-Sale Profit System before inviting you to a longer Strategy Review call, where we hammer out the details of what your PSP System will look like.

Hoping – for now – to get something in place for yourself?

Check out my free, on-demand workshop, Profit without Pressure: How to add 5-6 figures to your bottom line with no new ads, offers or launches:

In it, I walk you through the 9 Profit Levers you can pull in your signature offer’s backend.

It should give you some great ideas for where to start.

If you have any questions about the above – or the workshop – I’d absolutely love to hear them.

Comment below or send an email at katie@postsaleprofitstudio.com

“The fact that I chose to work with you is one of the best decisions I feel that I’ve made”

It wasn’t even a question I’d asked…

But when I sat down with my client, ​Sue Crites​, to interview her about the work we did together, she dove right into how she feels about her business now:

“You just did such a good job of being so thorough, on really getting to understand me, my business, and the way I work, and communicating that in a unique way that really reflected that,” said Sue.

“So there’s that—but there’s also this feeling, like, I can’t even explain the contentment that I feel knowing that I have this nurture sequence working for me.

It used to bother me way more than I knew, this weighing that “oh my gosh, I have no plan here.” […] And now I get so many replies. It’s really nice. I love it. I really love it. I’m just so happy that I did this.”

Here’s the thing you need to know if you, too, want a strategic nurture sequence selling for you 24/7—

The work I did for Sue wasn’t complicated.

Offer optimization and adding automated sales sequences? Nothing crazy.

But yeah, it was thorough AF.

Since Sue and I started working together, I have:

• Written a new sales page for Sue’s Spring Forest Qigong membership, ​Energy in Motion​

• Updated all of her freebies and landing pages so they are optimized to convert visitors into subscribers

• Crafted a new nurture sequence that sells new subscribers on her membership—sometimes even from Email #1!

This subscriber joined Sue’s membership from the very 1st email in her welcome sequence

• Written new web copy for ​Sue’s Home, About and Work with Me pages​, in addition to helping her refine the user experience of her website

• Crafted a new onboarding sequence for her membership to increase engagement and decrease churn

And as a result?

• In the first 6 months after her new funnels went online, Sue made more sales of Morning Mojo (her $39 Intro Offer) than in the previous 4 years combined

• Sue’s welcome sequence for new subscribers has an average open rate of 77.5% and an average click rate of 11.9% and gives her immense peace of mind because she knows new audience members will automatically get the information they need to make a confident buying decision

• Sue is no longer actively answering Qs in the DMs because all of the information people need to buy is included on the sales page or in her nurture sequence: “It’s like a staff member doing sales for you all the time”

​Listen to the full interview where Sue shares more wins & feedback about the experience of working with me:

I’ve had a lot of calls with business owners lately who are telling me the messaging they’ve got is just not working.

They are changing up their marketing and trying new strategies…

But without core messaging that clearly communicates the unique value they bring to their audience…

Even Hormozi-approved viral marketing techniques can’t help them convert the traffic they generate into sales of their signature offers.

This is where I come in.

Download the case study below to read the full details of how I helped Sue solve this problem:

For every client I work with, my first step is to get deeply acquainted with your audience, your offers, and the unique gifts you bring to the world.

My second step is to create a strategic vision for how we’re going to attract more Solid Gold Clients into your world

And my third step is to craft the copy assets you require to bring that vision to life…

…whether that’s a new ​sales page​ for your signature offer, new ​web copy ​that speaks to what really makes you magic, or a new ​lead magnet + nurture sequence ​for subscribers – so that you can put your ManyChat subscription to work!. (Psst—click through any of those links for more examples of my work!)

Sue’s remarks in ​this video​ – and the tangible results documented in the ​Case Study​ I share above – prove that the benefits of compelling core messaging are compounded when you have strategic sales assets in place (like a welcome sequence that can sell your offer for you… while you’re blissfully offline!).

If you’re interested in working together within the next 3 months on your web copy, sales page, or automated email sequences, now is the time to ​book a call​.

Now is the perfect time for us to kick things off so that you can kick back and relax while I craft your jaw-dropping, wallet-opening, “I don’t usually read online, but this is too good to skim” sales copy—so that you’re set up for success come Fall.

Talk soon,

Katie

P.S.

One of my favourite parts of this ​Case Study​ is the screenshots of remarks from Sue’s community members complimenting her on her new sales page:

“Your share about your journey is beautifully genuine, and the invitation to join both you and the beautiful community that has grown from your vision is nothing less than magical. Well done.”

Want copy that feels like a magical invitation to work with you?

Let’s talk about how I can make that happen.

I’d love to ​chat face to face on Zoom​, or ​connect in the DMs​.

xo KP

When it comes to writing your weekly email newsletter as a busy online entrepreneur, the following story can feel all too familiar:

You have an intensely busy week, and somehow, sending that email to your list gets bumped.

The next week it completely slips your mind again…

And the week after that you tell yourself,”What’s another 7 days? I’ll let Future Me figure out it out. “

We’ve all been there, right?

It’s been an intense few weeks over here, and, from my social scrolling, I get the feeling it’s been the same for a lot of people.

So just in case you’ve missed out on emailing your list for a couple of weeks…

I thought I’d make myself useful and give you a few tips for getting back in touch with your email list after time away:

1. Don’t make a big deal about the fact that you didn’t write

People are busy, their inboxes are full, and it’s likely they didn’t even notice you were gone.

Rather than boring them with self-flagellation, briefly acknowledge your absence – or don’t! – and then get back to the content they signed up for.

2. Stay focused on the value you have to offer

When you haven’t been writing regularly, it can be easy to start thinking, “I don’t even know what to say” or “It has to be really good after all this time”.

Thing is—nothing about your relationship with your subscribers has actually changed:

They signed up to read what you have to say about your specific niche.

All you need to do is re-focus on the value you can offer them, and let the words flow from there.

3. Keep the spotlight on them

I learned this tip from Marie Forleo back in the day, but it’s a good one:

Think of your copy like a spotlight. It can only be on one person at a time.

And at least 90% of the time?

It should be on your reader.

This applies to any copy you write, but it’s an especially good reminder for those times when you might be tempted to spend more time telling people what’s been going on in your life than you do solving their problems, allaying their fears, or guiding them towards their dreams.

4. Be prepared for more unsubscribes than usual

When you stop emailing regularly and then suddenly pop back up, it’s not unusual for people to decide they were doing just fine without you.

As always with unsubscribes: Don’t take it personally!

Your list is better off for being composed of people who want to hear from you.

Finally, based on the point above…

5. Remember: The people on your list want to hear from you.

You’re not being annoying by emailing them.

You’re not being sales-y by selling to them.

You’re not cluttering up their inboxes by sending them emails they specifically signed up to receive!

^^ When you can remind yourself of these facts regularly, not only is it easier to get back into the groove of sending out your newsletter…

You’re less likely to let lapses happen in the first place.

Talk soon,

Katie

P.S.

If you’d love a strategic source of inspiration for what to write in your weekly email, check out my on-demand workshop, check out this comprehensive email marketing strategy & planning workshop:

This post is a must-read for established women entrepreneurs looking to increase total revenue from their signature consulting package, group coaching program or mastermind without adding more to their already full plate.

I’m Katie Peacock, founder of The Post-Sale Profit Studio and creator of The Post-Sale Profit System.

Today, we’re diving into the concept of Golden Opportunities: what are they, some real client examples, and how to start grabbing more of these high-impact opportunities inside your existing business.

First things first, when I talk about finding the Golden Opportunities inside your signature offer, this is what I mean:

As entrepreneurs, we are always trying to do more with less.

Since I first started out in online business, I’ve been committed to helping women online entrepreneurs get a bigger impact from the work they’re already doing. 

Golden Opportunities are the places where you stand to:

• Increase conversions,

• Increase your lifetime customer value,

• Increase your average order value,

• Increase your total sales,

• Increase brand awareness with your Solid Gold Clients,

• Increase total number of warm leads, OR

• Increase client satisfaction / your re-sign rate

…simply by:

1. Optimizing your copy

2. Making an offer, or

3. Adding an email automation

^^ All of which are shifts that can be made WITHOUT you logging more hours online.

Golden opportunities are those moments within your business where a minor tweak or a strategic pivot can lead to disproportionately positive outcomes.

Whether it’s refining your sales copy, optimizing your landing pages, or reimagining your client onboarding process, these opportunities are all about working smarter, not harder.

When I work with clients, I am always looking for Golden Opportunities for you to make more money and serve your clients better. 

This might look like making sure you’re making the right offer at the right time, making your messaging more aligned or noticing places where you’re not making a CTA but could be.

Before I get into more specific examples of Golden Opportunities, just know that I consider them to be elegant solutions, tips and tricks that will increase your ease and your income with very little effort.

So what are some examples of Golden Opportunities that might be waiting for you inside your signature offer?

When I first collaborated with my now good friend and repeat client, Sue Crites, it was in the capacity of The Signature Offer Upgrade.

One of the deliverables that I provided for Sue was a Golden Opportunity Playbook.

Today, I want to share some of the Golden Opportunities that I scouted for Sue and what’s become of them since then.

For context here, Sue is a Master Healer and certified Spring Forest Qigong Instructor. She has a thriving online Qigong membership community called Energy In Motion.

Golden Opportunity #1: Automate Audience Feedback

Part of the initial research I did on Sue’s existing freebies and funnels involved auditing the backend of her email marketing platform to see which landing pages were active and which emails were going out when someone signed up for her freebies.

In addition to scoping all of that out and  identifying holes & redundancies, I also spotted a Golden Opportunity to add a one-question survey to Sue’s Thank You pages, so that we could gain a better understanding of what drives her audience members to seek out her content.

We also added what I call a “Newsletter Starter Survey” to Sue’s welcome sequence, which is a great place to learn more about your email list subscribers and get some inspiration for future content.

I recommend automating this type of market research at 4 different points in your customer journey, so that you know which messages will hit the mark with prospects at different stages of awareness.

You can also learn more about my approach to automating the process of collecting Voice of Customer research in my pre-recorded workshop, Find Your Money Making Messages:

Golden Opportunity #2: Incentivize Referrals

Now, Sue’s community member’s love her.

Like, REALLY love her, and rightly so. She’s amazing.

So one of the first ideas that I came up with for Sue was of having a referral incentive for her community members who are already raving about her space.

Because Sue’s qigong community is a B2C offer, it’s a great candidate for this kind of referral program because often her members are people who have fully bought into qigong as an essential part of their daily routine, people who can‘t help talking about their qigong practice with family and friends—

By creating referral incentive, Sue has the opportunity to monetize her students’ ability and desire to rave about her program and the results that they’ve gotten from daily qigong. 

This Golden Opportunity requires nothing from Sue other than a compelling offer as the referral incentive, e.g. giving an existing member 1 month free when a new member joins and cites them as the referral source.

All Sue’s team needs to do is regularly remind members of this fact in the existing community space and make sure they’re tracking new members’ referral sources.

If Sue was willing to add an extra level of complexity, she could also implement this by inviting members to sign up as affiliates on a platform like Thrivecart (that’s my affiliate link bc Thrivecart has so many features I love), though this step likely makes more sense for someone with a B2B audience who can promote your offer to their audiences as well.

Golden Opportunity #3: Implement a Seasonal Sales Campaign

This third Golden Opportunity was actually based on something I heard in Sue’s voice of customer data, which was a few different people saying that they had joined her membership in January, while they were feeling that “new year new me” kind of energy.

Because Sue has a membership that’s always open, I suggested that she might benefit from having a seasonal, not even necessarily a launch, but a seasonal push for enrollment, inviting people in. Because, obviously, I mean, we all know that that is a very common energy, right of having this sense of January as a fresh slate, and wanting to leave the excesses of December behind us and start fresh in the new year.

Doing a seasonal push is an easy way for Sue to enroll new members, and I know she has just finished doing it and has been successful in that effort.

The underlying opportunity here too is one that I mention in this blog post, but essentially this Golden Opportunity was something where we saw that response come up in a survey we sent to her email list, and we were able to take that insight and act on it, and as a result, Sue has seen a new influx of people into her community.

Golden Opportunity #4: Creating a Bundle of Short Trainings

Another idea that I gave Sue in her Golden Opportunities Playbook was to create a bundle of short trainings.

This too was the result of the Voice of Customer research that we had done, where a few different people said that they were not interested in the membership itself, they didn’t feel that they needed the ongoing community and support that Sue offers there, but they were interested in having more than one short training.

This actually relates closely to my next point…

Golden Opportunity #5: Create automated email sequences to sell your existing offers to your existing audience without lifting a finger

 I also helped Sue prioritize the creation of her mini offers, and of the sales funnels that put them in front of her audience.

Sue has a few standalone trainings, in addition to her membership.

As part of The Signature Offer Upgrade, I created a funnel map for Sue that showed her how we could use different automated email sequences to her individual offers, giving her a bird’s eye view of how funnels for her different offers  would all work together.

Sue recently let me know that, after implementing the sequence we created to sell one of her mini offers, she sold more copies of that short video training in 6 months than she had in the past three years combined. 

I absolutely love this result for Sue and I love being able to share with you because it’s so obvious, but like, yeah—

Putting a sales sequence in place increases your odds of making a sale from 0 to literally anything. With one? The sky’s the limit. Without one? You’re still at 0.

Taking action on the Golden Opportunities waiting inside your offers:

Now, I totally get that it can be hard to find the time and motivation to create this kind of email sequence for yourself—or even to find the time and motivation to hire a copywriter to craft something like this for you.

You might be thinking, “Does anybody even want to read these emails? What goes in these emails? What’s the strategy behind these emails? I don’t want to do this unless I’m going to do it right.”

And look, I totally get it. It is a lot of work.

But when you are ready to make more sales of your signature offer—and actually start selling those workshops and mini-trainings that are currently gathering dust, here are 2 ways I can help:

 You can hire me to do it for you, OR

You can watch my signature, on-demand workshop, Profit without Pressure, where I walk you through the 9 Profit Levers inside your signature offer’s backend.

Let’s say you’re writing a welcome sequence, an evergreen webinar funnel, an abandoned cart sequence or an onboarding sequence (just to pull a few random examples out of thin air)…

Like any writing task tackled by a human, not a robot, half (if not more) of your success is based on what you do before you start.

Like Abraham Lincoln sharpening his axe before cutting down a tree…

Spending time asking yourself and answering the following questions will help you get the best possible results when the time comes for you to chop down your tree crack open Kit and get your emails written.

As a conversion copywriter and sales funnel strategist, Immersive Copy Research is always Step 1 in my process.

So by the time I sit down to ask myself these questions, I’m already deeply familiar with my readers, their problems, and their burning desires.

Still, I like to review this list for every email in a sequence because each email you send has the potential to shift your reader’s awareness of you and what you offer.

Answering these 7 questions doesn’t require you write anything down.

Your awareness of your reader’s thought process & state of mind is the #1 thing we’re cultivating here.

Ready to dive in?

Here we go:

1. Who is this email for?

In my mind, this question covers 2 things you need to know:

→ What the person in question knows about you/your business to date

For example, are you writing to:

• A subscriber – someone who knows you well?

• A customer – someone who’s paid you money to deliver a certain outcome? Or

• A lead – someone who clicked a link or signed up for a waitlist?

AND

Based on what you know about whichever segment of your audience the recipients belong to:

→ What does this person think / feel / want / need in relation to your offer at the present time?

^^ This is a question I ask myself before I sit down to write ANYTHING at all. You want to answer these questions as if you’re writing to your Solid Gold Client AKA the one person who is most willing and able to achieve picture perfect results if they take you up on your offer.

2. Where is this person coming from?

Similar to the previous question, this one ensures you’re taking into account the context in which your message is going to be received.

For example, has your recipient just:

1. • Had their first cup of coffee and opened a very full inbox? (Likely scenario for your newsletter subscribers)

   • Signed up for your webinar?

   • Downloaded a freebie?

   • Signed up for your waitlist?

   • Joined your high-ticket program? (And now they’re feeling a queasy mix of elated, excited and scared they’re going to lose everything and have to move back in with their mom?)

Regardless of the answer, your aim here is to put yourself  in the headspace of your reader so that you can adjust your hook and tone accordingly and meet them where they are in the opening paragraph of your email.

3. What’s the last message they received from me?

In the same way you want to use message matching to reduce friction / cognitive dissonance in your sales funnels, you always want to consider the last message someone received from you before you draft your next one.

Message Matching – Definition: Using the exact same words on the next page as you did on the previous page so that your reader doesn’t experience any friction as a result of surprise, confusion or doubt as to the credibility of your offer. E.g. The freebie you’re advertising in your ad copy should have the exact same name and promise as the freebie you’re promoting on your landing page and the one that lands in your new subscriber’s inbox.

This is important to help you create a clear and enjoyable user experience and to avoid compromising your brand integrity by, e.g. failing to fulfill promises or creating disjointed messaging where you’ve said one thing in one place and something totally different in another.

>> Whenever I sit down to write my weekly broadcast, I start by re-reading the previous one.

>> Whenever I sit down to write a funnel, I make sure I have a clear understanding of what that audience segment will have seen from me beforehand.

>> Whenver I’m writing an onboarding/delivery sequence, I make EXTRA sure that my From: name is the name they’ve seen from me in the past, that the product is named consistently everywhere, and that the design elements also feel familiar so that people don’t feel like they’ve fallen down the wrong rabbit hole after they clicked on “Pay Now”.

You may also want to consider what your reader has seen from you before more broadly:

For example, I recently began drafting a Case Study funnel for warm Done-for-You Copy Project Leads. This funnel will offer a PDF Case Study as a lead magnet and then subscribers will be entered into a short sequence in which they’ll be invited to book a call with me to discuss a done-for-you copy project.

If the person who downloads this PDF was previously on my email list, I can exclude them from receiving a couple of the emails that new subscribers will receive, that focus on introducing me and what I do.

Likewise, if you’re systematizing referral requests towards the middle or end of your program, you might want to filter subscribers by the feedback score they provided the last time you checked in.

4. What are they likely thinking as they’re reading this message?

For example, when you write a Black Friday sales email, your reader is likely thinking: What’s the deal?

When you write Email #7 out of 10 in an evergreen funnel, your reader is likely on the fence, wondering whether your offer is really right for them.

The answer to this question is informed by the answers to Questions 1-3 above.

Because just like IRL, the mood that we’re in for any given conversation is based upon:

• Who we are as individuals

• What we were previously thinking/feeling/needing/wanting before the other person started talking

• Whatever we were doing/seeing/engaging with immediately prior to the conversation starting, and

• Our last contact with / relationship to our conversational counterpart

By being aware of the previous factors and by using our own inherent writing superpower – empathy! – we can do our best to understand what’s going on in our reader’s head.

Not only will this help you understand what your message needs to say, it will also help you decide which proven copy framework is best suited to what you have to say.

E.g. If your reader is likely frustrated by the banks’ decision to keep interest rates so high, you might want to lead with their problem, and follow P-A-S.

On the other hand, if you’re writing a Cold Subscriber Re-engagement sequence, for example, you might want to lead with an especially interesting, curiosity-creating fact, and follow A-I-D-A.

5. What resistance might they feel around what I’m asking them to do?

Whereas the previous questions addressed things I want to know about my reader before I sit down to write…

This question helps me determine how much of an argument I need to make for the action I’m asking them to take (AKA my CTA and yes—every email should have one).

The answer to this question will likely be based on:

• How big an ask am I making?
  A link click to aid in segmentation is a much easier sell than a webinar, which is in turn an easier sell than a 4-figure DIY course.

• How many other emails have they received / will they receive with the same ask?
  If your reader is within an evergreen funnel, you don’t have to cover every possible argument in each email.

• What are the unknowns?
  Beyond just their experience with you, what other experiences might be colouring how they perceive the step you’re asking them to take?
  For example, you might think “Click to book a free discover call” is an easy sell—you’re offering them free coaching, so what’s not to like?

  But if your reader has been burned by high-pressure sales situations before, they’re unlikely to see that as a particularly appealing offer unless you can assure them in your invitation that they’ll take something away from the call whether or not they buy and that you’ll respect their decision either way.

6. What’s the #1 thing I want them to take away from this message?

Answer this question.

And then make this your P.S.

Too often, business owners treat the P.S. like the TL;DR of the body of their email.

The problem with this is:

You risk training your readers to skip to the end of your emails, since they know they’ll get the gist of it there regardless.

If your reader didn’t need to read the whole email, why’d you write it?

Can you go back and make it more relevant or more concise?

Instead of summarizing your whole email, use your PS to restate the #1 most important point you make and your CTA.

This way, people who skip to the end will still get the point, and people who do read your whole message will benefit from the repetition of your POV, expressed in a different way.

7. What hook will get this email opened?

(Plus a Bonus Q: What preview text will make it a Must Read?)

Finally, once you’ve gotten into your readers’ head, crafted the body of your email based on a proven copywriting framework and included a clear Call to Action, plus added a P.S. restating your #1 takeaway…

It’s time to write your subject line and accompanying Preview text.

Think of your subject line as the headline to your email (and consider using headline generator tools to give you a few ideas):

“Research shows around 41 characters is the optimal length for a subject line” [Campaign Monitor]

Customizing the preview text that appears under your subject line is a major opportunity even advanced marketers miss when it comes to giving your emails a better chance of being opened. 

Strong preview text can either provide additional context for your email or create an open loop that can only be closed by seeing what’s inside. 

You can use an email rendering tool to test what your email will look like in a variety of different inboxes, though I typically just send a preview version to myself and check it on my phone.

So you answered those 7 questions—Now what?

As I mentioned above, Step 1 in my process is always Immersion, Step 2 is Creation, and Step 3 is Refinement:

Once you’ve drafted your email sequence, your best next step is to publish that baby and let it do its thing.

Refinement – the step where you look at the data and work out potential tweaks you could make to improve it – is best practiced after 3 months or at least 100 people have been through the entire funnel.

Interested in how you can add 5-6 figures in revenue with automated emails sent exclusively to your existing customers?

Watch my free, on-demand workshop, The Profit Audit, now.

In this 30-minute workshop, I walk you through:

How to turn your existing buyers into repeat customers—without ever feeling salesy or pushy

The biggest mistake most high-earning coaches make when it comes to backend sales (and how to fix it fast)

A framework you can use right now to spot hidden profit opportunities in your business—so you’re no longer leaving money on the table every time you make a sale

As the founder of The Post-Sale Profit Studio—the only boutique marketing agency focused exclusively on backend sales—I help high-level coaches turn backend sales into a sustainable source of easy money—without lifting a finger. 

Curious about what that would look like for your business?

The Profit Audit workshop is your best next step.

Get instant access to watch (at 2x speed if you like) right here.