Rebuilding My Lead Gen System from Scratch | Behind-the-Systems

Rebuilding My Lead Gen Systems from Scratch
In this episode, I’m pulling back the curtain on how I’ve been rebuilding my lead generation systems from the ground up. I walk you through the real behind-the-scenes, what wasn’t working, where the gaps were, and the exact steps I’m taking to fix it. 

From rethinking my lead magnets to refining my email strategy and enhancing follow-up, I’m sharing the full breakdown. If you’re ready to attract more aligned leads and create a system that actually works for your business, this one’s for you. 

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Transcript

Kenniqua (00:00)
We are live for our Behind the Systems here right here on the Systems Rehab Podcast. what we're going to be talking about today,

I'm actually in the process of revamping my lead generation system.

so it's been about I would say.

Almost a year or so since I went through and I revamped my offers, I revamped my business and I really started going through and just decreasing the offers that I had. So like I was doing like website design. Of course, I was still continuing to do HoneyBook setups and I was doing other system setups and other types of services as well. So I pretty much went through about a year ago and I.

stop doing all of those different things. And so now my company, we just focus on doing system builds. So we do HoneyBook setups for service-based providers, coaches, and consultants. And then we also do like our business development because we do specialized and project management as well as time and calendar management for those that are really wanting to go through and kind of hone in on.

how to get their time together and they're scheduling together so they can start doing more in their business. And so those are the main offers that we have. They're only systems focused. Well, since doing that, if you've kind of been around for a while, then you probably are familiar when I said that and probably in another episode, I don't even know which episode it was, but in one of the previous episodes, I talked about that I went through and I removed

a lot of the freebies that I had on my website. And so I'm currently right now, I'm redoing our, I've already redone our website, but I'm going through and I'm kind of sprucing it up as far as with the lead generation. Cause there's just like several pieces that over the years and really, well, over this past year of me doing a pivot of things that are just not working in the lead generation phase.

So I think a lot of the times when we are working on our business, we're doing our businesses or whatnot, that systems are one of those things that I just find like in general, even like working with clients and seeing leads that come to me is it's so easy to allow systems to kind of fall through the cracks because a lot of the times that we don't start really.

thinking about those things or we think about them, but it really doesn't really impact us until it really starts to impact us or it really starts to go through and like really hurt us. And so with that being said, is that the lead generation system that I have in place right now, it's just not working for me anymore. After going through and like I said, switching over my offers and the.

and even taking down freebies and all of that. And the way that we work with our clients, it just doesn't work anymore. So I just wanted to kind of just do like behind the scenes. And this is kind of like what we do in these live episodes is that I kind of jump in and I show you exactly what it is that I am currently working on. And so that's behind my business. That's why I'm working on.

I feel like during the summer months, typically during the summer months, things tend to be a little bit slower. Like most of the time, like we have back to back projects. But during the summer months, like especially like July and like a little bit of August, those times seem to be just a little bit slower. And so as they're slow and it may be a little bit slower for you as well in your business, I know like a lot of my clients, this is a slower season for them.

But some of my other clients that may be like in the event space and stuff like that, it's a lot more busier for them because they have so many events that they have to do during the summer months. So it really just depends. But in your slow seasons, I really think that these are the perfect times to really go through and start revamping or start really auditing your systems, like start going through and trying to figure out, OK, where are the gaps?

and your systems and in your processes. Because if you have a little bit more time on your hands, now is the perfect time to go through and fix it. Because let's be real, when things start to get busy, those are the times that it's so hard to really go through and take a look at, this client onboarding system isn't working, this offboarding system isn't working, our deliveries or our lead generation, things are kind of falling through the cracks. It's so much harder for us to be able to do that when we're super, super, super busy.

And so, yeah, so right now this is one of the things like for the month of July, I'm really going to be working on. I've already started working on. So the first thing that I did was I started to go through and just map out what I wanted my lead generation to kind of look like. So like at a high level, let me see if I can. I do have like a dry erase board. I'm not sure it's probably going to, um, I'm going to put one back here too. I have one. I'm just waiting for my husband to go through and put it up for me.

but I have a smaller one here. have so many dry erase boards, by the way. Okay. So let's see, am I going to be able to write on this on the live? Probably not. I didn't bring my stand, but so really when I think about our lead generation system is that I really start to focus on where most of my leads are coming from. So for me, most of my leads, they come from my long form content. So.

It's gonna probably be hard for me to do this without my stand. So, but most of my leads, they come from my long form content. So this is going to be for YouTube. Believe me, I hate you guys aren't gonna be able to see this. I'm not even gonna do it. You're not gonna be able to see this. I'll wait till I get the other one up. You're not gonna be able to see it. But most of my leads come from, I might be to bring it up on inside of Canva. But anyway, so most of my leads, they're gonna come from,

my long form content. So it's going to come from it's going to come from YouTube and I also will get leads from like my podcast. So for my long form. Right. And so right now I've noticed just over since me going through, like I said before I went through and I took down my free resource page. So it was like a page on my website previously on my old website. I've now since excuse me, I've now since changed over websites.

but in my old website, I used to actually have like an actual freebie page. And so the reason why I took down the freebie page, because number one, the freebie page that I had on my old website, that particular freebie page, it was actually connected to some of the offers, my past offer. So like I said before, I was offering website design. And so it was attached to that, or I did have like a HoneyBook training, but it was like a 90 minute HoneyBook training. So it was pretty long for,

a lead magnet and it just had too many actions. So I don't have that lead magnet either, but I had a couple other, think it was like four or five other different lead magnets. Either way, I did go through and I took the free resources page off of my website. And typically the reason why, or the reason why I ended up taking it off was because I just found that sometimes what people do, and this is just in general, is when you have like a free resource page,

typically what people do is they'll just go through and they'll just download all of the freebies, right? So they'll just download all the freebies, but they actually don't work through the freebies. Excuse me, they just don't work through the freebies. And so with people not working through the freebies, it's like you're just downloading freebies just to be downloading stuff. And it's not just like with my stuff. I feel like people do that in general. There has definitely been some freebies that I have downloaded in the past that I haven't actually taken action on. And so...

You really want to have it where people are going through. They really, really want your freebie and you want them to go through and take action. I just don't want you just to do it. So I took it down. But with me going through and taking it down is that I didn't necessarily, well, did not necessarily, I did not go back and then replace it with something else. I know better than this, but I didn't replace it with anything else. I was busy just like some of you guys are.

I was very busy and so I was like, know, I'll just put it off. I'll just put it off till a little bit later. And a little bit later is now, but it's a little bit later where it's like, you could have been did this. You should have been doing this in stages. I know some of you guys could probably relate to that, but that's what I did. And so now I need to go through and have an entryway for people to go through. It's really my system at this point, as far as lead generation.

that I noticed is really just jointed, right? It's disjointed because it's like, okay, when you go through, you consume a piece of content, like, so like with our YouTube channel or with the podcast now, and I've only had the podcast for maybe let's say, how long has it been? I think we're like on episode like 25 or something like that. It's a systems rehab podcast. So if you're not subscribed, definitely go through and subscribe. But it's a systems rehab podcast, but it's.

there's no connection point from my actual podcast and YouTube to going through and actually going through and working with me. There's no connection at this point because all of the connection points I went through and I took them down. So the first thing that I started to do was, and I started to map it out.

pretty much now I have my connection points. And so like just kind of just walking you guys through exactly how I'm going through and just kind of just revamping this. And like I said, I went through, mapped it out. And so I mapped out the stages at a high level of what I'm trying to do. So.

Our leads are coming through typically again through YouTube podcasts. And now I'm trying to add in a short form content phase because I think that it's very important to have some type of short form platform for daily connection. Because one thing like on YouTube here, there's almost 15,000 of you. I have 15,000 friends on YouTube, but short form content is a place where people can really connect with you.

I feel like on a daily basis and it's, it's not more important than a long form by any means, because I absolutely long for, I love long form content. And this is my jam. And this is where leads come in and I can literally just go through and just post a video a week or two videos a week and still get, there's still leads that come in for videos that I posted, you know, a month, even a year ago.

there's still leads that come in and short form content at this present time, it doesn't really do that or it doesn't do it for me. So I definitely still want to hold on to my long form content because this is what I enjoy, but I want to start going through and being a little bit more active on my short form platforms. And so I absolutely love threads. Threads is my jam. I love going up there. I like threads. I think more so because I can get on threads and I can just

say what I think. I don't have to worry about it being super curated. I don't have to worry about pictures. I don't have to worry about video. I don't have to worry about anything. All I have to do is just kind of just put my point and say my point and just get it on out there. And so that's what I love about thread. So thread is my thread is my jam. So as far as short form, it's there. But then I think I need some type of like video platform too. So I'm working a lot now with Instagram now.

I have never been an Instagram girly. I've never really been a really heavy on Instagram or any of the other platforms. Like I don't have a TikTok or anything like that. I am trying to get a little bit of traction or I just started LinkedIn. However, LinkedIn is literally starting from the bottom. Like I started with zero subscribers. mean, zero followers. And this was me being active on my page, uh, maybe like a month now. And I got like 23 followers, right?

And so LinkedIn, think LinkedIn, I haven't did much research in to really see how to really grow LinkedIn. Definitely something that I'm gonna look into, but right now my focus again is on my long-form platforms and then having a short form. So I'm gonna do threads and Instagram. So those are gonna be my entry points for my leads. So like when I'm revamping my system here, I have to start from where the leads when I'm revamping my lead generation.

I have to start with where my leads are actually coming from or where I would like them to come from. And then when I mapped out was I went through and I mapped out exactly where I want them to go. So this is where taking people from those platforms and getting them onto a platform that I own, like my email list, right? But there's a couple of things that I actually want to do in between there. Cause like I said, I went through and then I

took down the freebies off my old website. Now on my new website, I am going to put additional freebies. So, and I'm put freebies that actually go and they're correlated to the actual services that I'm actually offering now. So I've already basically created those freebies. I've gone through, I've mapped them out, I've written them out, all I have to do, jump inside of Canva. One of them is going to be like a...

like a doc, so more likely than not, I'm either going to use it as like a spreadsheet or I might use it as like a Google doc, the other one that I'm gonna create, but I have two freebies in mind that I think are very awesome freebies. And actually I don't even wanna say freebies because I do believe that just because in order for it to be a lead magnet, it doesn't necessarily have to be a free lead magnet. So.

I'm still really contemplating a whether or not that I'm going to charge for these particular items because these two resources, let's call them, these two resources are actually really, really good resources. And so I know that they have direct impact packs. Like one of them literally can help my leads save money instantly after they go through and complete them. So it's like.

even if it's something where it would be like a low cost. So that's what something I'm thinking of. If it's going to be something I charge for, it's going to be something that's low, maybe anywhere from seven dollars to seventeen dollars. And the reason why I've thought about that is because I live into a podcast. It is it's called The Boss Project. And I've listened to her quite often. I've listened to her quite often. And she talks about this a lot where

she has several lead magnets, but most people that actually get onto her email list, they get onto her email list by investing, like actually paying. And it's something small, but they actually pay. It's not necessarily something like she doesn't give away a whole bunch of free resources. Because sometimes what happens is when you're giving away like so much free resources. And when I think about too, and the reason why I took down my freebie page off my other website,

was really because I had so many resources, free resources, but I have so much free resources already. Like I'm literally doing YouTube videos, I'm doing podcast episodes, and then giving out information and giving out actual transformational steps, so through video and through podcasts and audio. And so I didn't necessarily need to give away so many free resources.

So with that being said, not saying that these resources that I've now, creating that's on my to-do list, I've already got them written out. I've already got them mapped out. I just need to go, like I said, to Canva or, one of them is probably going to be like a spreadsheet. I just need to actually go through and create them. And then I'm going to get them up on my website and I'm going to create a page on my website called resources. Now, it's not going to be called freebies. It's going to be called resources because it's going to be several different resources there, but.

So kind of taking you through this path. So we have our leads. So where our leads are coming from again, from long form and short form, and then connecting them to a resource. like, for example, I want to be able to, and this is where the disconnects, like I said, guys, this was so many holes in this because when I started pulling things, when I went through and pivoted, the system started breaking apart. I realized the system started breaking apart, but I didn't go through and I didn't fix it at that moment in time.

And I think a lot of times that happens when we're going through and we're doing things like we're making pivots, we're making shifts and we literally go and we make a pivot, we make a pivot maybe in our messaging, we make a pivot and taking down offers and all of that goodness, but we actually don't go through and change every single last detail. And so even though you may realize that there are some pieces that's missing.

You figure when I'm less busy, I'll go through and I'll fix it later. But sometimes less busy doesn't necessarily come. Sometimes we just actually have to go through and just map it out and just go step by step. And so that's why I went through, I created a Asana board. So I love using Asana for my productivity. And so instead of going through, there was no need for me to go through and just write a long task list because it's not a task. What I'm doing now, it's literally a full project because...

I'm having to go through and revamp it in several different ways. And so like, for example, like I have update or add website pages, and then I have like subtasks underneath each one of those. So let me see here one second.

Okay, so like I have update or add page tasks and then I have subtasks underneath each one of those. So there's like seven tasks that I have to do underneath that. And then I have a section for creating new freebies. So underneath that I have things like make sure that I create the landing page for the checklist, the create both of the freebies, make sure I create the other landing page for the other so-called freebie that may be free or low cost.

And then make sure that I go back and I add those freebies either to places where my leads are going to be going. So they're going to be going to maybe like my link in bio or even me mentioning them. So on my website, I want to make sure that because I'm doing video, like how I'm doing this live video now is that I want to make sure that my freebies and the where I'm leading people to that it's so easy for me to just say it and for you to be able to just go to it.

So not only is like, hey, you know, the link to such and such is in the show notes or in the description box. I also want to be able to just say it to you. So for example, I've already put in a free resource, which is this is actually a really good, a really good, it's not even a resource. I actually went through and I started opening up free 20 minute clarity calls. Okay. If you go to your systems pro.com slash clarity.

you can book a free 20 minute clarity call with me. This is not a sales call. This is actually literally what it says. It's a clarity call where I'll help you identify the number one system or tech gap that's holding you back and what to do next. So literally you can give me your problem and I can tell you what it is that next step that you need to do in order to give you the clarity that you need to be able to move forward in your business.

So it's not a sales call. So you can literally go to our website, go to that, yoursystemspro.com slash clarity and book that call. So I want my lead magnets or my resources to be easy, something easy to be said, right? I want it to be easy to be said. So even with these lead magnets that I'm creating, I'm making sure that they also have their landing page. Like I use kit, formerly known as convert kit. I use kit.

to be able to go through and deliver lead magnets. But what I'm gonna end up doing is I'm gonna be taking my email box, my opt-in box, and I'm going to embed it on those website pages. Because again, I want it to be easy to be said. Now, I wanna make sure that there's a clear connection between my content and the next steps.

Right? So I want to make sure that I just actually just went through the other day, which was part of what I have here on my list. What I went through the other day was I went through my YouTube videos and I went through and I made sure that at the top of all my YouTube videos and in the description box, as well as in the pinned comments that I did put book your free 20 minute clarity call. That way anybody that comes across this video, that's the first action that they can see.

is to go through and book their free Clarity call. Now, even with the Clarity call, that's something that is not currently behind an opt-in wall. So it's not currently behind an opt-in from ConvertKit, give me your email address, and then go through and book your call. So it's not, but it possibly will. So I'm contemplating of whether or not I want to put that call behind an opt-in. So give me your email address, and then you can get the

the link to book your call. So I may be going through and doing that because it is first of all 20 minutes of my time and it's something that literally is providing value. You're getting 20 minutes of my time and I'm providing you value. Again, not a sales call. It is literally me answering your question and giving you the next steps of what you need to do.

Now, after that point, if you decide to say, hey, actually, I do need your help for me to be able to get to this next step and actually complete this next step that you just suggested, then that's something that we can talk about. the call itself is not something that is, excuse me, that's not something that is an actual, an actual sales call. Okay. So next thing I needed to do.

on my lead generation revamping is going to be so my short form content. So that's pretty much on the long form content. We're making those, we're branching that out into making sure that leads from watching my videos and from listening to the podcast that they can either book a 20 minute clarity call or they then will be able to go through and to download one of my freebies. Okay. Or what am I?

resources. Like I said, I'm not sure which which one is going to be free or low cost, but either way, it's going to be a very low cost, no brainer. They're both really good products. So yeah, so we have that. The same as for with the short form content, so like Instagram and threads, I still will be leading people to my email list that way still offering those type of things.

But from there, it's gonna be just a little bit different. So of course, still kind of using link and bio. People don't use link and bio as much. I am still the person that still goes to people's links and bios all the time. I don't mind the comment, the word, like using mini chat, comment, the word, X, Y, Z. I'm not opposed to that. I definitely do that as well as far as interacting with other people's content that way.

However, I still go to people's LinkedIn bios. I still like to browse your website and to look around. And then sometimes I don't want to comment the word. Sometimes I just want to go to LinkedIn bio and just find it, right? And so, yeah, but I'm still going to be using that. So for my social media, for my short form social media, I actually go through and I have a tool. It's called VistaPrint. So VistaPrint.

It's called Vista Social. It's called Vista Social. Vista Social, it allows me to be able to go through and schedule out my content. And so in the past, I haven't been having to use it because your girl hasn't really been scheduling out a whole bunch of content. But because I'm starting to be so much more attentional with getting out the content, I'm sitting on content because I am going through and I'm recording long content, long videos.

Every single week I'm creating the content. so I had like from my last live that we did from the behind the systems last week, I was able to go through and split that up. And I use Riverside to do all my recordings and going live now. Unfortunately, I think we're going live on the on a new feed than the feed that I posted, but that's okay. Hopefully people that wanted to join, could, they'll hopefully they'll find this feed, but

Either way, it's gonna be on YouTube. so, I use Riverside to do that. So Riverside will allow me to be able to go through and it automatically gives me what's called like these magic clips. So I was literally able to last week take my feed from behind the systems session that we did last Tuesday and I was able to get like eight, nine clips. Those eight, nine clips I was able to go through and schedule out for the rest of this month.

Plus, not to mention other clips that I've had from previous episodes that I didn't even take the time to even go through and schedule it. So I've been sitting on content. I have plenty of content because I do long form. And then when I started really thinking about it, because I overthink not to go on a tangent really quickly, but I am going to go this way real quick, is that I get so caught up in doing short form content. Like I have to do a piece of unique

organic short form content. And I think that creating a piece of organic, unique content is great. And I think that it will be great to do something that is designed directly for the platform. Like I sit down and I actually do like an Instagram reel for that platform. However, cutting up my clips is, is content that I have.

And if I can cut out my clips, take the time to go through and reschedule, repurpose those clips and put them out on social media, then I can go through and maybe once a month record, you know, maybe four reels per week. So no, four reels a month. So maybe one unique reel per month where I can go through and I could then go through and share.

on it, right? So I will have my repurposed content from my lives, from my podcast episodes that I do, because they're also on video as well. And then going through and actually having those unique pieces, right? So with that being said, I'm going to be sharing that. I'm going to be able to share more. Like, I've been sharing quite a few in the last just few days, just me revamping and me doing that. But I do want to use like mini chat.

Well, I don't have to use MiniChat. So what I was saying before is because I scheduled my content using Vista Social. Vista Social has a feature that they just came out with like two weeks ago that now allows for you to do the whole DM automation thing. The same thing that you are supposed to be able to go through and do with with MiniChat. However, I did test it out last week and it didn't

work for what I wanted it to work for. So like there was a post where I put like, Hey, you know, comment this word to get the podcast episode DM to you. And I just tested it myself. So myself posting, and I'm not sure if maybe that's why it didn't work because it was me posting to me. I'm not sure. Um, but I would try it out again, I guess through another page, but is it didn't actually, it didn't actually go through.

And so, yeah, it didn't work, but I saw that it did work for someone who damned me something and it did give them an automated response because that keyword was actually in the message that they sent. So they might have their wires crossed there. I'm not really too sure, but ultimately it's going to either be me using that because that is going to be something that's free to me because I'm already using Vista social. Lucky for me.

I got Vista Social on a lifetime deal a couple years ago where I paid like $50 for a lifetime and I have access to 10 social media profiles. And so, yeah, I paid $50 like three years ago and never have to pay for it again. So, it would definitely be free to me to be able to use that. But I'm going to be going through and making sure that my content

that it directly connects to taking people off of the platform and getting them onto my email list. Because when I was going back and I was looking, like I said, when I was going back and I was looking and I was going and revamping and everything like that, me disconnecting that part, it really kept people from joining my email list. Like I didn't even have the email opt-in box, like even just a typical.

Email opt-in box I didn't even have on the website anymore because I took them down because I took down all the freebies and thus I didn't even have that on there. So the only people that were really being added onto my email list was the people that was actually making actual purchases from me. Those people were added to the to the email list, but it wasn't anybody knew that that just kind of came in through a freebie or something like that. None of those people actually made it.

to the email list. So the next thing that I'm doing when I'm going through and kind of revamping here, like I said, we had a little bit of tech problems. I'm not gonna be able to share my screen like how I thought I was going to be able to do. So we're going from the leads to actually the lead magnets. Now there's a couple of things that I wanna make sure that I do obviously on the backend is to go through.

and to nurture my emails or nurture my email subscribers. So making sure that I rewrite my email welcome sequence. So I do have a welcome sequence now, but I need to rewrite it. The things that are actually in there, in those email sequences, it's like book a discovery call, but I don't want that to be the call to action. I think actually the emails are probably fine. I'm in the process, like I said, revamping it now. So I haven't even

Read through them yet. I need to read through them. That's on this Asana board, but I need to read through them But the emails actually are probably fine for just like general subscribers To the email list, but then I need to go through and write separate welcome sequences based off of the Item that they got so I like to have like a regular general welcome sequence. So like for people that

just opt into the list. So like I would put like a general opt in box on my website. You opt in, you want to be on the email list. Boom, you got it. Great. You'll get this general welcome email list about things of course, like when I mean general, don't mean like general general, but I mean like general as far as offering the things that we offer and kind of taking them through the sequence, let them know more about me and the things that I offer and how I can go through and help them and all of that.

versus with the dedicated sequences. The dedicated sequences are where they will go through and get an email sequence based off of the resource that they downloaded. So Freebie or AKA resource that they downloaded, they would go through and get that information as well. So they'll get like a separate sequence. So that's something that I'm working on too, but.

I kind of don't want to leave any stone unturned here. So in most cases, so like when you have an email sequence or when you have someone opt into something, you have the ability in most cases to reroute them to something, right? So most people, they have them rerouted to just like a general, like thank you page, right?

And so I actually want to take advantage of every opportunity and every touch point. So as I went through and I mapped this out, I want to make sure that every single touch point is covered. Anytime that I can reroute them somewhere where I can provide them additional value, that's what I'm going to do. Or I can explain to them what's going to happen next and to get them to basically hear my voice more and more. Right.

And so what I mean by that, so let me just kind of give you an example of what I'm thinking and what I'm revamping. And I'm going to be doing more episodes on the behind the scenes, behind the systems with you guys with this. Hopefully next time I'll be able to share my screen, but I'm going to be going through this a little bit more. Hopefully next time I'll be able to share my screen and I'll be able to kind of walk you through, because like I said, I'm building this out really in real time. I'm actually working on this now. This is probably literally going to take me the rest of this month.

to continue to go through and build each day. like really quickly, just to kind of go through the stages that I have on each of these. So for example, so like I said before on the Asana board, I have update or add website pages. Excuse me. So I have update or add website pages. So then there's tasks, there's subtasks that's underneath this. Then we have the create the two new freebies.

that has subtasks on it. So that includes like the landing pages, creating the freebies, et cetera. And then we have the book, the call, the clarity call freebie. That one is already done. There is one more step that I want to add here. That one, if you go to yoursystemspro.com slash clarity, you can book your free clarity call now. So that one's already up. Like I said, I may be going through and changing this where it might be behind an opt-in, but it's worth it. You're like I said.

You're getting clarity to your next step. So turning over your email address to be able to have someone literally be able to help you for free for 20 minutes. That's worth your email address. So, but right now you can, sign up for it on the website then, but what I want to do after that is kind of like what I was explaining before is that I want to make sure that there's no missed opportunities. So when someone goes through and books, so I'm using for, even though

on this landing page on my website, what I'm embedding on this website is my HoneyBook form. Okay, so you guys know I use, well, you might not know, but I'm letting you know that I use HoneyBook for my client management system. Okay, so I have my HoneyBook form, a HoneyBook lead form built inside of this page. So embedded inside this page on my website that gives all the details about the clarity call. And then I have the scheduler.

for them to book the clarity call. And then I just have just basically just a couple of questions for them to answer and then they can just go through and hit submit, right? So that's what they're able to do. So with this form being embedded on my website and like I said about missed opportunities or, well, yeah, I guess I would say missed opportunities is that most of the time when someone does a form, whether that's a honey book form or whether that's some type of opt-in form from your

email address, a lot of times from your email provider, a lot of times it's routed to just a general thank you, thank you for booking or thank you page, right? I know HoneyBook, it just says thank you, right? And with, you know, ConvertKit, it might just say, you know, thank you for subscribing or whatever, or opt in, whatever. But that can also be like a missed opportunity. And I want to take advantage of that opportunity going forward is to then reroute them to just a short video.

So I'm gonna be rerouting leads from this 20 minute clarity booking. So they'll book that and it's not on there yet. I haven't recorded the video. Like I said, I'm actually telling all of this to you guys in real time as I'm actually working on it. But they're gonna go from this 20 minute clarity call to once they book, instead of just being rerouted to just like a traditional thank you, they're gonna be rerouted to a video. A video to let them know to kind of reiterate again,

what this 20 minute call is, who I am and what it's about. Because I think too, during the process again of where my leads are coming from, my leads are typically like I said, coming from YouTube, coming from the podcast. At this present time, they're mostly coming from long form places. However, even though they're coming from long form places and I think that, okay, they say they come to me from YouTube because I always ask leads, you how did you hear about me? Where are you coming from? And so the number one response,

Is YouTube. So people seeing my content on YouTube, but here's the caveat, but I don't know how much content they have watched on YouTube. So I can think that because they came from YouTube that they know exactly who I am and what exactly it is that I do because maybe.

They have gone through and engaged with hours worth of content. Right. And so I have, you know, clients and leads that come to me, they have watched hours of content. I just recently just booked a client shout out to Lindsay that watched a podcast that said literally she listened to every episode of the podcast. So shout out to her. I really appreciate that. So.

I don't know how much of content they actually have watched. So they may have just watched, maybe they found me on YouTube and maybe they just watched 10 minutes of one particular video. And they may not necessarily know everything that I do or who exactly that I am. And so I can't assume that. So going through and then rerouting them to a video to say, hey, this is what we're going to talk about in this 20 minute clarity call.

And again, let me introduce myself to you again. My name is K'Nigwa. I'm a system strategist. I'm a HoneyBook educator. I help online service providers organize and automate systems to help them simplify their business, help them to be able to get 10 plus hours per week and elevate their client experience, right? And these are the ways that I can help you with HoneyBook support. I can help you set up your HoneyBook from scratch.

I can go through an audit your honey book account. I can also go through and set up other systems in your business like productivity system, time and calendar management system, right? And so, or even with strategy. So I can then go through and tell them these things that they may not necessarily have been aware of, right? And so going through like even when you're thinking about like with your system and it doesn't have to be like with your lead generation system, it's just really looking at like some of the missed opportunities and how you can go through and

Even though like things are automated, right? I love to automate things. And I've said this in plenty of other episodes, automate your stuff. And, but understanding too that you also have to go through and test of course your automation. But a lot of times, you know, sometimes people don't necessarily want to automate things because they feel like automation takes away their personality. But there are so many touch points that could be added.

to your workflow and to your systems that can add in those additional personality points. And so like even with just adding in like a short video and it doesn't have to be long, two to three minutes after someone actually booked something with you. Like, and this doesn't have to be for a free clarity call or this doesn't have to be for a discovery call.

inside of HoneyBook, you can literally reroute them from your lead forms. You can reroute them to any place that you want to. So it can be to another place where you can then like nurture them just a little bit more before they take that next step with you. And so that's definitely something during this process that I'm going to be making sure that I add where I'm not taking any, no stone is going to be left unturned in.

this particular process, right? This lead management system is going to be simple because I want to make sure that I keep it simple, right? I've been on this model, keep it simple sis. So I wanna make sure that I'm keeping it super, super simple, but I also wanna make sure that it is impactful and that I'm able to go through and I can connect with my leads and with potential clients that are coming through my system. So we have on the list, like I said, we have update and add pages.

I have create new the freebies and the book clarity call, which that one's almost done. I just have to go through and do the video. And then I have my email marketing updates. So based off of that, I also have to go through, make sure that I create the opt-ins inside of ConvertKit and add those over to my website. I have to make sure that I add those emails, add the lead magnets to the email sequences.

have to write the email sequences for those as well and make sure that I add in like tag segmentation and all of that. And then make sure that I update YouTube. So I've already gone through and done a couple of steps with this, but with updating my YouTube, it's not really just about, guess, I guess it is about the lead Mac, the lead generation system. But I, like I said, I did go through, I went through all the videos that I have on my channel. right now I've actually produced over

300 plus YouTube videos at this point. However, because most of those videos were from my own niche, I've actually gone through and archived most of them. So the videos that you're seeing on my YouTube channel now is only about like 60, I think I got like 60 videos up here now. And so I just went through those videos and then I made sure that I added the call to action at the top of each one of those videos. So like at the top description, I did put that call to action.

which I wanted a universal call to action that is universal to no matter what the video is about. No matter what the video is about on my channel, they can always book a free clarity call, a free 20 minute clarity call, right? It just, they can do that no matter what they're listening to. So with the two freebies that I had, I wanted to make sure two resources that I'm gonna create, I wanted to make sure that they solved an overall problem with systems.

And so I did not create a HoneyBook specific resource that I have. Now, do I have HoneyBook resources? I do have HoneyBook resources that I probably will be launching like HoneyBook templates, stuff like that. But I didn't want something that specific that I wanted to offer because I just wanted to offer two of the resources. So I wanted to offer something that I knew as a whole of what we offered, which was client management, project management.

time and calendar management that it would be able to impact our leads and our clients as a whole. So that's what I wanted to go through and offer. So with the call to action, the call to action being the free mini clarity session, I knew that that would cover the basis for no matter what video that I wanted to be able to go through and do. But when it comes to YouTube, there's other things that I need to go through and update because...

I do understand with being on YouTube, I've been on YouTube, like I said, about four years, five years now. And of course there's been some dips and, or not even dips, cause I'm actually constantly, I gain new subscribers every single week or every single day. Excuse me. I gained new subscribers every single day, but since going through and switching over my niche in the last past year that I don't gain as many subscribers as I once did. And so.

I know that now I'm still feeding the algorithm exactly what my channel is about, but growth is good. But I want to make sure that I'm doing my best to try to get the most views that I can with the videos that I am producing because it takes me a little bit time to produce the videos. this live here is, is running long and I'm going to go through and start wrapping it up. But.

I need to go through and I need to update, maybe go through and update some titles for my YouTube videos. I do need to update some thumbnails. I want them to be a little bit more cohesive. So I need to go through and update some of those as well, but I got some other things on the list. And then updating the podcast. So I have to go back on my list of me doing my lead generation revamp.

Is going through and updating my podcast doing pretty much the same thing is this making sure that I do add in my new call to actions into the show notes for every video, every podcast episode, and even going through on my list and recording content and podcast commercials. And so I think at this moment in time that we are probably, most of us are probably aware or, or, even if you're not that.

going through and promoting your own stuff and your content is definitely a way to go. this, I can go through, like I'm not getting any sponsors on the content that I'm going through and creating, right? I'm not, I don't have a sponsor for the YouTube channel. I don't have a sponsor for the podcast, but yet I do. Like I am the sponsor. Like my company, K &D Jones Client Services is the sponsor.

of all the content that I go through and create. so putting in my own commercials throughout it is very important. So this allows me to go through and promote like my offers that I have. Like, so for example, now we actually have a July special, a July special promo that we have for a 60 minute strategy session, which we have our 60 minute strategy sessions for just $97 only for the month of July.

And so like I have to go through and I have to like record that commercial. And there's a couple other commercials, commercial like things that I need to go through and record, put those in the podcast, but then also go through and add those to the, go through and add those as well to the actual video podcast as well.

Like I said, there's some videos that I also want to go through and add to the lead magnets because I want, even though I started to lead magnets, I want to actually, with the lead magnets that I plan on creating is that I'm going to take you, not only I'm going to give you, like this is how you do XYZ, is I also want to go through and show you how I'm doing what I'm giving you the steps to do. So I want to show you how it actually looks in real time. And so I'll do like little videos that are also go to the lead magnets. And then the last thing,

that I have on my revamp to do list is just to optimize my social media. And so this is me going back, making sure that, you know, I'm I'm putting in really good titles or descriptions rather, and that I'm setting up my either mini chat or like I said, my Vista social for the keywords so I can make sure that I'm getting the like the podcast out there. I'm sharing more about the podcast and I'm out the content for that. And then also to

Pinterest because because I'm using this a social it's very easy for me to be able to go through and post multiple platforms at one time Which has been a credible so like I've like I said I've been able to go through and post for the rest of this month and Schedule it all out so I have been able to go through and post to YouTube shorts to Instagram to LinkedIn to Pinterest and To thread so and in with the threads. I'm just going through I'm not

posting the video, I'm just posting the description and I'm shortening the description to fit inside of threads. And so I'm able to go through and post on all of those platforms. I don't, don't have TikTok right now. I don't even know if I want to add TikTok. I think I really just want to kind of try to focus in on doing Instagram at this point. I don't know about TikTok, but, but yeah. So with that being said, I just want to go through and make sure that I go through and I have to.

redo my Pinterest, have to, because the Pinterest boards that were up there before, a lot of them were just for my own content when I was posting about website design and website tips and things like that. So I have to go through and update those boards to make sure that the content that I'm posting, that it's, I'm able to go through and get a nice curated view on my Pinterest as well. So.

This was kind of like a longer live or a longer episode. I really want to, like I said, just bring you behind the scenes of what it is that I'm working on as far as with the inside of my business. And so right now, that's the main thing that I'm working on is my lead generation system and just going through and revamping it. I'm to be talking more about this over the next few weeks. I'm going to be able to show you a little bit more. I wasn't able to go through and share my screen today, but.

I'm going to be able to go through and show you more of what each one of these pieces kind of looks like as I start to go through and build it out and kind of let you know, you know, what decisions I've made, why I've made those decisions, because I think it's very important. think having in like the strategy behind why I'm doing certain things, which I explained part of it here. But again, like I explained a little bit further in in upcoming episodes as well. So.

This is the behind the scenes. This is our live series that I do live here on YouTube at 12 o'clock Tuesday. Today was one of those days that I did not necessarily want to go live, but I'm so happy that I did come and I recorded this session here for you guys. So definitely mark your calendars to be here live every single Tuesday at 12 p.m. because I am going to show up for you. So this is where we're going to be.

And if you come here as well during our live sessions, you can also be able to go through and ask your questions because this is the place to be able to go through and do that. And if you want to go through and you want to chat more about how to go through and implement systems into your business and how I might be able to help you to go through and do that, then again, just go ahead, just book your free clarity call. Again, if you go to yoursystemspro.com slash clarity, you'll be able to go through and book a free clarity call with me. The only thing that I

Ask. This is my ask. Is the only thing that I do ask is that if you do book a clarity call with me, is that you actually show up. If you're not going to show up, please just reschedule, right? Cancel reschedule if you need to. Like I understand things come up and we have to go through and reschedule or we're not able to go through and make something. So if you're not able to make it, just go through and just reschedule or cancel. And because that can be a spot that's

could be used for someone else, that could be time that we can use, you know, helping other entrepreneurs. And so I do want the people that really do need help because I only have a limited amount of spots every single week, because I only do meetings, I only do meetings Tuesdays and Thursdays and only a few hours on those days that I do want to make sure that that resource is available to the entrepreneurs that actually really want to take advantage of this and do want the clarity.

to start streamlining their systems, their tech and their business. So I'm gonna go ahead and close it out here. Again, listen to the Systems Rehab Podcast. I post every single week on the Systems Rehab Podcast. So go ahead and check that out. Make sure you like and subscribe here as well as on the podcast, anywhere that you listen to podcasts. And I will see you guys in the next video.