listen to my latest podcast episode:
Managing Your Web Design Business Finances with Rocky Lalvani EP 88
byShannon Mattern
WDA Live Strategy Call 10-03-2023

This Week's Questions

Summary + Transcript

Chat

00:01:40 Janet Hoover: Updating some onboarding forms (etc) and getting paid to do it – woo hoo!
00:01:50 Shannon Mattern: Reacted to “Updating some onboar…” with ❤️
00:01:52 Kate Newnham | UpDesignsLA.com: Reacted to “Updating some onboar…” with 👍🏻
00:02:04 Kim Blake: I completed a small project, a one-page website. The client left me the BEST review on Google. I didn’t even get a chance to ask and send the link, He just took the initiative.
00:02:10 Jessica Aiese-Davoli: Having consultation calls and getting positive responses to some of my outreach!
00:02:11 Tracy Trathen • e design studio, LLC: reached out to several for the Market Research interview – have three meetings set up so far for that. AND one of my WebCare clients is going to have me rebuild her website (it’s OLD).
00:02:12 Kate Newnham | UpDesignsLA.com: Win: Just got another client yesterday at my VIP level!
00:02:14 Amy K Ogden: I figured out how to do something really technical that scared me a bit!
00:02:35 Erica Nash: Reacted to “Updating some onboar…” with ❤️
00:02:35 Michelle Self: Reacted to “Updating some onboar…” with ❤️
00:02:48 Erica Nash: Reacted to “I completed a small …” with ❤️
00:02:53 Janet Hoover: Reacted to “I completed a small …” with 🙌
00:02:57 Michelle Self: Reacted to “I completed a small …” with ❤️
00:02:59 Erica Nash: Reacted to “Having consultation …” with ❤️
00:02:59 Kate Newnham | UpDesignsLA.com: And 3 more consults on my new 5-day website (which funny enough, I’m finding that once I get people on the phone, they’re wanting my higher packages
00:03:03 Tracy Trathen • e design studio, LLC: Reacted to “I completed a small …” with 💞
00:03:06 Glennette Goodbread: I've been busy doing annual re-certifications for insurance due to the annual enrollment period for Medicare so I haven't had much time the past week to work on web stuff.

I did make significant progress on an ecommerce website I'm working on though.
00:03:07 Janet Hoover: Reacted to “Having consultation …” with 👍
00:03:10 Erica Nash: Reacted to “reached out to sever…” with ❤️
00:03:16 Tracy Trathen • e design studio, LLC: Reacted to “Having consultation …” with 💞
00:03:18 Erica Nash: Reacted to “Win: Just got anothe…” with ❤️
00:03:18 Janet Hoover: Reacted to “reached out to sever…” with ❤️
00:03:19 Kate Newnham | UpDesignsLA.com: Reacted to “I've been busy doing…” with 👍🏻
00:03:20 Amy K Ogden: Oooh! ALSO…had a meeting with my financial planner and she was very impressed with me. At first she said when she heard that I was starting my own business she was very dubious and now she’s sees that it’s working.
00:03:24 Janet Hoover: Reacted to “Win: Just got anothe…” with ❤️
00:03:26 Erica Nash: Reacted to “I figured out how to…” with ❤️
00:03:29 Kate Newnham | UpDesignsLA.com: Reacted to “Oooh! ALSO…had a mee…” with ❤️
00:03:32 Janet Hoover: Reacted to “Win: Just got anothe…” with 🙌
00:03:33 Erica Nash: Reacted to “And 3 more consults …” with ❤️
00:03:37 Tracy Trathen • e design studio, LLC: Reacted to “Win: Just got anothe…” with 💞
00:03:37 Michelle Self: Working on a site and SEO audit for one of my new clients to do a redesign for her this month!
00:03:39 Tracy Trathen • e design studio, LLC: Reacted to “Win: Just got anothe…” with 👋🏻
00:03:40 Janet Hoover: Reacted to “I figured out how to…” with 💪
00:03:40 Michelle Self: Reacted to “And 3 more consults …” with ❤️
00:03:42 Amy K Ogden: Reacted to “Win: Just got anothe…” with ❤️
00:03:42 Michelle Self: Reacted to “I figured out how to…” with ❤️
00:03:42 Erica Nash: Reacted to “I've been busy doing…” with ❤️
00:03:45 Michelle Self: Reacted to “Win: Just got anothe…” with ❤️
00:03:48 Amy K Ogden: Awesome Kate!!
00:03:48 Kate Newnham | UpDesignsLA.com: Reacted to “reached out to sever…” with ❤️
00:03:50 Michelle Self: Reacted to “reached out to sever…” with ❤️
00:03:51 Kate Newnham | UpDesignsLA.com: Reacted to “Having consultation …” with ❤️
00:03:52 Michelle Self: Reacted to “Having consultation …” with ❤️
00:03:54 Kate Newnham | UpDesignsLA.com: Reacted to “I completed a small …” with ❤️
00:03:55 Janet Hoover: Reacted to “And 3 more consults …” with 💪
00:03:58 Erica Nash: Reacted to “Oooh! ALSO…had a mee…” with ❤️
00:04:00 Tracy Trathen • e design studio, LLC: Reacted to “I figured out how to…” with 💃🏻
00:04:05 Erica Nash: Reacted to “Working on a site an…” with ❤️
00:04:11 Tracy Trathen • e design studio, LLC: Reacted to “And 3 more consults …” with 💞
00:04:13 Amy K Ogden: Reacted to “And 3 more consults …” with ❤️
00:04:17 Michelle Self: Reacted to “I've been busy doing…” with ❤️
00:04:20 Michelle Self: Reacted to “Oooh! ALSO…had a mee…” with ❤️
00:04:27 Kate Newnham | UpDesignsLA.com: We love Patrick
00:04:29 Janet Hoover: Reacted to “I've been busy doing…” with 👍🏻
00:04:29 Amy K Ogden: Kate, THAT IS SO COOL!! Way to go Patrick!
00:04:41 Janet Hoover: Reacted to “Oooh! ALSO…had a mee…” with ❤️
00:04:47 Michelle Self: That's Awesome Kate!!
00:04:50 Janet Hoover: Reacted to “Working on a site an…” with 👍
00:04:53 Kim Blake: Reacted to “Updating some onboar…” with 👍
00:04:57 Janet Hoover: Reacted to “We love Patrick” with 🤣
00:05:02 Kim Blake: Reacted to “Having consultation …” with 👍
00:05:03 Kate Newnham | UpDesignsLA.com: Reacted to “Kate, THAT IS SO COO…” with ❤️
00:05:09 Kim Blake: Reacted to “reached out to sever…” with ❤️
00:05:10 Janet Hoover: Reacted to “Kate, THAT IS SO COO…” with 🙌
00:05:12 Kim Blake: Reacted to “Win: Just got anothe…” with 🎉
00:05:16 Kim Blake: Reacted to “I figured out how to…” with 🎉
00:05:17 Kate Newnham | UpDesignsLA.com: Reacted to “That's Awesome Kate!…” with ❤️
00:05:20 Kim Blake: Reacted to “And 3 more consults …” with 👍
00:05:25 Kim Blake: Reacted to “I've been busy doing…” with 👍
00:05:27 Kate Newnham | UpDesignsLA.com: Reacted to “Working on a site an…” with ❤️
00:05:29 Kim Blake: Reacted to “Oooh! ALSO…had a mee…” with ❤️
00:05:36 Kim Blake: Reacted to “Working on a site an…” with 👍
00:05:43 Kate Newnham | UpDesignsLA.com: Replying to “Oooh! ALSO…had a mee…”

Dubious lol
00:05:48 Janet Hoover: Reacted to “Dubious lol” with 🤣
00:05:52 Tracy Trathen • e design studio, LLC: Reacted to “Oooh! ALSO…had a mee…” with ❤️
00:05:58 Kim Blake: Reacted to “Oooh! ALSO…had a mee…” with 👍
00:06:03 Amy K Ogden: Reacted to “Dubious lol” with 😂
00:06:11 Glennette Goodbread: Reacted to “Updating some onboar…” with ❤️
00:06:14 Glennette Goodbread: Reacted to “I completed a small …” with ❤️
00:06:16 Glennette Goodbread: Reacted to “Having consultation …” with ❤️
00:06:21 Glennette Goodbread: Reacted to “reached out to sever…” with ❤️
00:06:25 Glennette Goodbread: Reacted to “Win: Just got anothe…” with ❤️
00:06:31 Glennette Goodbread: Reacted to “I figured out how to…” with ❤️
00:06:34 Glennette Goodbread: Reacted to “And 3 more consults …” with ❤️
00:06:40 Glennette Goodbread: Reacted to “Oooh! ALSO…had a mee…” with ❤️
00:06:46 Glennette Goodbread: Reacted to “Working on a site an…” with ❤️
00:08:25 Amy K Ogden: I wonder if Shannon asking whether we could charge 15k but we settle at 10k is a form of price anchoring but with psychology!
00:09:43 Janet Hoover: Reacted to “I wonder if Shannon …” with 👍
00:09:44 Glennette Goodbread: Reacted to “I wonder if Shannon …” with 👏
00:09:52 Kate Newnham | UpDesignsLA.com: Reacted to “I wonder if Shannon …” with 👍
00:10:56 Kate Newnham | UpDesignsLA.com: We learned this method in psychology in school called Door in the Face (you charge something high, then they go “whoa and want to slam the door in your face”, then you say, wait I have a smaller package… and Foot in the Door which is absolutely true here for what I’ve been doing with 5 day website
00:11:11 Amy K Ogden: Reacted to “We learned this meth…” with ❤️
00:11:15 Janet Hoover: Reacted to “We learned this meth…” with ❤️
00:11:19 Amy K Ogden: Replying to “We learned this meth…”

Love that
00:12:25 Erica Nash: Reacted to “We learned this meth…” with ❤️
00:12:27 Erica Nash: Reacted to “I wonder if Shannon …” with 👏
00:13:16 Kate Newnham | UpDesignsLA.com: Asking questions is a superpower
00:14:34 Tracy Trathen • e design studio, LLC: OH one more win but VERY nervous about this but…. it's all about setting expectations and boundaries with this one client whose engagement ended in 2022, who keeps asking me to do little things on his website (he’s NOT on my WebCare plan)… I told him that I've changed how I work with businesses like his, and “here’s how we can work together going forward on requests like these: You can subscribe to one of my WebCare plans. It’s a minimum one-year commitment, and there are several options for levels of support. Would you like me to send you more information about my WebCare plans?” ETC.
00:15:18 Amy K Ogden: Reacted to “OH one more win but …” with 👍
00:15:28 Kate Newnham | UpDesignsLA.com: Reacted to “OH one more win but …” with 👍
00:16:09 Amy K Ogden: Replying to “OH one more win but …”

It feels like freedom, doesn’t it? Whenever I do something like that it’s like I’m wrapping myself in protection. And if they choose a plan then it ends up being a win-win.
00:16:27 Tracy Trathen • e design studio, LLC: Replying to “OH one more win but …”

yes!
00:16:36 Erica Nash: Reacted to “OH one more win but …” with 🙌
00:16:43 Tracy Trathen • e design studio, LLC: Reacted to “Asking questions is …” with ❤️
00:16:48 Erica Nash: Reacted to “Asking questions is …” with 🙌
00:16:57 Kate Newnham | UpDesignsLA.com: Replying to “OH one more win but …”

And, that you’re taking care of them! They don’t have to worry about a thing!
00:17:06 Amy K Ogden: Reacted to “And, that you’re tak…” with 👍
00:17:15 Tracy Trathen • e design studio, LLC: Reacted to “And, that you’re tak…” with ❤️
00:17:20 Angela Winter: Reacted to “OH one more win but …” with 🙌
00:17:33 Angela Winter: Reacted to “It feels like freedo…” with ❤️
00:18:30 Janet Hoover: Reacted to “OH one more win but …” with 👍
00:18:34 Janet Hoover: Reacted to “It feels like freedo…” with 👍
00:18:42 Janet Hoover: Reacted to “And, that you’re tak…” with 👍
00:26:16 Jessica Aiese-Davoli: Reacted to “OH one more win but …” with 👍
00:29:29 Erica Nash: You can also find that script in workbook 6 almost at the very end called “price increase” under retainer client email templates
00:31:43 Erica Nash: Here’s the revenue reset challenge replays and workbooks: https://webdesigneracademy.com/bonus-vault/revenue-reset-challenge-bonus/
00:33:57 Jessica Aiese-Davoli: Replying to “Here’s the revenue r…”

thanks Erica!
00:34:05 Erica Nash: Reacted to “thanks Erica!” with ❤️
00:34:25 Kate Newnham | UpDesignsLA.com: I also know plenty of people who focus a ton on IG and they get almost no leads there LOL
00:34:35 Kate Newnham | UpDesignsLA.com: I personally do FB and LI for everything
00:34:35 Erica Nash: Reacted to “I also know plenty o…” with ‼️
00:34:35 Janet Hoover: Reacted to “I also know plenty o…” with 👍
00:35:31 Jessica Aiese-Davoli: I’d say it’s good to have one account that you share some basic info about yourself in case someone goes looking for it, with links to book a call with you.
00:35:38 Kate Newnham | UpDesignsLA.com: Reacted to “I’d say it’s good to…” with 👍🏻
00:35:46 Amy K Ogden: Reacted to “I’d say it’s good to…” with 👍
00:35:50 Erica Nash: Reacted to “I’d say it’s good to…” with 👍🏻
00:35:57 Jessica Aiese-Davoli: I wasted a lot of time trying to find clients there though, so I don’t recommend putting a lot of time into it
00:36:21 Kate Newnham | UpDesignsLA.com: I get probably 30% of my clients via LinkedIn but I’m very active there. I actually show up in search now! Crazy
00:36:27 Janet Hoover: I’m starting to find that people use that as another way to check me out …they’ve found me via other people or places and end up following me on insta after we chat (they said they were checking me out there before)
00:36:42 Kate Newnham | UpDesignsLA.com: Reacted to “I’m starting to find…” with 👍🏻
00:37:08 Kate Newnham | UpDesignsLA.com: LOVE THAT!
00:37:15 Janet Hoover: Yeah, that’s a good idea!
00:37:26 Glennette Goodbread: My daughter does minimal social media presences for some of her clients vs. full management.
00:37:27 Janet Hoover: Plus…another place for Google to index you
00:37:36 Kate Newnham | UpDesignsLA.com: Reacted to “My daughter does min…” with 👍🏻
00:37:41 Kate Newnham | UpDesignsLA.com: Reacted to “Plus…another place f…” with 👍🏻
00:37:52 Michelle Self: I've seen the 9 squares strategy a few other places
00:37:58 Janet Hoover: Reacted to “I get probably 30% o…” with ❤️
00:38:43 Glennette Goodbread: Reacted to “I get probably 30% o…” with ❤️
00:40:28 Glennette Goodbread: Have any of you moved a website from GoDaddy's builder to WordPress?
00:40:37 Amy K Ogden: Can I ask a follow up question to this?
00:45:05 Kate Newnham | UpDesignsLA.com: Zombie PITA fee
00:45:25 Jessica Aiese-Davoli: Reacted to “Zombie PITA fee” with 😃
00:45:37 Tracy Trathen • e design studio, LLC: Reacted to “Zombie PITA fee” with 🧟
00:45:38 Jessica Aiese-Davoli: Replying to “Have any of you move…”

No, I haven’t.
00:46:06 Glennette Goodbread: Submitted a question
00:48:16 Angela Winter: Love that reframe!
00:48:40 Tracy Trathen • e design studio, LLC: he doesn’t know that you don’t have another client
00:48:55 Glennette Goodbread: You're leaving out the “because I don't want to do it after that date” part LOL
00:49:01 Kate Newnham | UpDesignsLA.com: Reacted to “You're leaving out t…” with 🤣
00:49:06 Kate Newnham | UpDesignsLA.com: Reacted to “he doesn’t know that…” with 👍🏻
00:49:32 Kate Newnham | UpDesignsLA.com: Do it in video so he can hear your pain LOL
00:49:44 Amy K Ogden: Reacted to “Zombie PITA fee” with 😂
00:49:50 Amy K Ogden: Reacted to “Love that reframe!” with 👍
00:49:54 Amy K Ogden: Reacted to “he doesn’t know that…” with 👍
00:50:03 Amy K Ogden: Reacted to “You're leaving out t…” with 😂
00:50:08 Amy K Ogden: Reacted to “Do it in video so he…” with 😀
00:54:50 Jessica Aiese-Davoli: Replying to “Here’s the revenue r…”

Just noticed the two videos at the bottom of the page you shared are both called “client analysis” – are they both the same? (not sure where to find the retainer matrix training)
00:55:44 Jessica Aiese-Davoli: keeping track of all of those links too!
00:56:01 Glennette Goodbread: Reacted to “keeping track of all…” with 👏
00:56:15 Amy K Ogden: Reacted to “keeping track of all…” with 👍
00:56:54 Amy K Ogden: Annual membership
00:57:03 Amy K Ogden: Synogogues have annual memberships
00:57:43 Kate Newnham | UpDesignsLA.com: Do you feel like your website reflects how amazing you are?
00:58:00 Kate Newnham | UpDesignsLA.com: And the spirit you want to portray? Don’t underestimate how visuals impact people
00:58:16 Amy K Ogden: Reacted to “And the spirit you w…” with 👍
00:58:20 Amy K Ogden: Reacted to “Do you feel like you…” with 👍
00:58:47 Kate Newnham | UpDesignsLA.com: Oooh ease of signing up for events! – could lead to more donations, etc?
00:59:15 Amy K Ogden: What tasks would be eliminated by the website i.e. paper mailings, etc.
00:59:23 Kate Newnham | UpDesignsLA.com: Reacted to “What tasks would be …” with 👍🏻
00:59:25 Glennette Goodbread: Member directory, sermons, etc.
00:59:54 Tracy Trathen • e design studio, LLC: live streaming of the service, and replays,
01:00:15 Kate Newnham | UpDesignsLA.com: Reacted to “live streaming of th…” with 👍🏻
01:00:51 Tracy Trathen • e design studio, LLC: helpful for those who may be homebound or stuck somewhere that they can’t get to the brick and mortar building
01:00:52 Michelle Self: Building community is huge among churches here
01:00:53 Amy K Ogden: WE had two cat 5 hurricanes and the synagogue I was working for (a client) started live streaming because visitors wereen’t coming to the ilsand
01:01:00 Glennette Goodbread: Yay!
01:01:10 Amy K Ogden: If they’re smart they will!
01:01:13 Glennette Goodbread: Bye everyone!
01:01:14 Kate Newnham | UpDesignsLA.com: Reacted to “If they’re smart the…” with 🤩