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Profitable Proposals and Processes with Cass and Amanda of Foxtrot Branding EP 90
byShannon Mattern
WDA Live Strategy Call 5-30-2023

This Week's Questions

Summary + Transcript

Meeting Notes

  • What you are most proud of this week. 0:30
    • Welcome to the web designer academy live strategy call.
    • What Janet is most proud of this week.
    • Putting the decision in front of people.
    • Holding people as adults and responsible.
  • The secret strategy is to stay in the messy middle of your business. 4:05
    • How kate got her first client.
    • How she created her new client.
    • The most frustrating thing is frustration.
    • The secret strategy is to stay in the messy middle.
  • Let us know what’s going on with you. 8:57
    • Getting ready to sell status for several insurance companies.
    • Angela launched two websites.
    • Sharon is starting to get her strategies together.
    • Karen had a consultation with someone last fall.
  • The hardest part of a photo shoot is feeling comfortable in it. 13:39
    • Hardest part of a photo shoot.
    • Announcements and questions. Summer workshop series.
    • Zombie client process, selling yourself on your value.
    • Show and tell.
  • How can I respond to this client in a way that honors her financial situation and decision, yet nudges her to consider investing? 18:44
    • Angela asks how to respond to a fear-based decision.
    • Angela's first question.
    • Validate her situation and present ways in which this investment could benefit her.
    • Consider delaying the project.
    • Opportunity cost of not working with you.
    • Sharing ideas step by step.
  • What part of this project could you do while she’s moving that would have the biggest impact going forward? 25:15
    • What part of the project can be done while moving.
    • The core piece first.
    • Glen shares his thoughts on chatgpt.
    • Glen has a love-hate relationship with chatgp.
    • Pre-submitted question from kate awesome.
    • One of her clients is not doing their part of the monthly work in a timely manner.
  • What’s not attached? Is it random one off stuff like timely related to timely related? Or is it event based? 35:38
    • The random one-off stuff.
    • How to keep it streamlined and simple.
    • Response time-based package matrix.
    • Pricing is positioning, and pricing is positioning.
  • What happens if you don’t have the capacity to do more than a monthly newsletter? 39:55
    • One newsletter a month is the most they can do.
    • Consistency is a priority.
    • Monthly subscription vs quarterly or one-off subscription options.
    • Turnaround time is the boundary lever.
  • How to structure your deal in a way that’s a win win for you. 45:10
    • Consistency over a year.
    • How to structure a win-win deal.
    • Janet is feeling disrespected.
    • Christine does a package matrix with a retainer.
  • What are you avoiding by going through the training again? 51:16
    • Nine minutes left, no other questions submitted.
    • Mind trash makeovers, mind pump.
    • A couple of things to evaluate as you make this decision.
    • Focus on local businesses.
  • What is a better use of your time? Having a conversation or making a page? 55:41
    • Making a patrick for each client.
    • How to create a paul for every client.
    • Templates no longer supported in WDA.
    • No longer supporting installation in Wda.
    • Sarah offers a quick fix over the weekend.
    • Understanding the strategy behind the Patrick.

Chat

00:01:37 Janet Hoover: So far this week…Just passed on someone and felt good about it and sent off a proposal and won the fight of staying out of their wallet 🙂
00:01:48 Karen: Reacted to “So far this week…Jus…” with 👍
00:01:49 Kate Newnham | UpDesignsLA.com: Reacted to “So far this week…Jus…” with 👍
00:01:57 Erica Nash: If you have any questions you haven’t submitted, here’s the link to the form! https://airtable.com/shrQMjgC7CiiWTBsh
00:02:01 Erica Nash: Reacted to “So far this week…Jus…” with 🙌
00:02:41 Kate Newnham | UpDesignsLA.com: Replying to “So far this week…Jus…”

Super encouraging cuz I’m about to do a proposal and struggling with that right now
00:02:49 Janet Hoover: Reacted to “Super encouraging cu…” with ❤️
00:03:02 Robin Smith: Attended a fantastic networking event 6,000 people and made some excellent connections.
00:03:14 Erica Nash: Reacted to “Attended a fantastic…” with ‼️
00:03:17 Glennette Goodbread: This isn't design related but I've been getting my insurance license and this week I've focused on it and managed to get “ready to sell” status for several insurance companies. I have a couple more to finish but I'm almost there.

I'm thinking I'll use my marketing know how to get insurance leads as a supplemental income.
00:03:20 Kate Newnham | UpDesignsLA.com: Got a new website/social media client!
00:03:28 Karen: Reacted to “Attended a fantastic…” with 👍
00:03:34 Kate Newnham | UpDesignsLA.com: Reacted to “Attended a fantastic…” with 👍
00:03:36 Glennette Goodbread: Reacted to “So far this week…Jus…” with 👍
00:03:37 Diana Richards: Reacted to “Attended a fantastic…” with 👍
00:03:39 Erica Nash: Reacted to “This isn't design re…” with 👏
00:03:46 Glennette Goodbread: Reacted to “Attended a fantastic…” with 👍
00:03:48 Erica Nash: Reacted to “Got a new website/so…” with 🎉
00:03:54 Karen: Reacted to “This isn't design re…” with 👍
00:04:06 Robin Smith: Replying to “This isn't design re…”

I use what I learn regarding marketing here for my travel writing. All these skills are transferable.
00:04:13 Diana Richards: I sent out more market research emails! No responses yet, but I’m NOT discouraged
00:04:18 Kate Newnham | UpDesignsLA.com: Reacted to “I sent out more mark…” with 👍
00:04:22 Glennette Goodbread: Reacted to “I use what I learn r…” with 👍
00:04:23 Janet Hoover: Thank you!
00:04:26 Erica Nash: Reacted to “I sent out more mark…” with 👏
00:04:27 Glennette Goodbread: Reacted to “Got a new website/so…” with ❤️
00:04:31 Karen: Reacted to “I use what I learn r…” with 👍
00:04:32 Janet Hoover: Reacted to “Attended a fantastic…” with ‼️
00:04:40 Janet Hoover: Reacted to “This isn't design re…” with 👍
00:04:45 Janet Hoover: Reacted to “Got a new website/so…” with ❤️
00:04:45 Janet Hoover: Reacted to “Got a new website/so…” with 🎉
00:04:48 Glennette Goodbread: I also had meetings with two marketers who are looking to outsource and the meetings went really well.
00:04:50 Karen: Reacted to “Got a new website/so…” with 👏
00:04:54 Kate Newnham | UpDesignsLA.com: Reacted to “I also had meetings …” with 👍
00:04:57 Janet Hoover: Reacted to “I sent out more mark…” with 👍
00:04:57 Glennette Goodbread: Reacted to “I sent out more mark…” with ❤️
00:05:09 Janet Hoover: Reacted to “I also had meetings …” with 👍
00:05:14 Karen: Reacted to “I sent out more mark…” with 👍
00:05:43 Angela Winter (she/her): Reacted to “I also had meetings …” with 👍
00:05:45 Angela Winter (she/her): Reacted to “This isn't design re…” with 👏
00:05:46 Erica Nash: Reacted to “I also had meetings …” with 👍
00:05:47 Angela Winter (she/her): Reacted to “Got a new website/so…” with ❤️
00:05:50 Angela Winter (she/her): Reacted to “Attended a fantastic…” with ‼️
00:06:24 Angela Winter (she/her): Launched 2 sites last week – one of which was the zombie client from earlier this year!
00:06:25 Janet Hoover: Good for you, Kate!!
00:06:32 Janet Hoover: Reacted to “Launched 2 sites las…” with 👏
00:06:37 Erica Nash: Reacted to “Launched 2 sites las…” with 👏
00:06:39 Sharon Blalock: Reacted to “Launched 2 sites las…” with 👏
00:06:56 Janet Hoover: That’s awesome Angela!
00:07:08 Diana Richards: Reacted to “Launched 2 sites las…” with 👏
00:08:44 Janet Hoover: And across all industries…(which affects us)
00:08:55 Kate Newnham | UpDesignsLA.com: Reacted to “Good for you, Kate!!” with 👍
00:08:57 Erica Nash: If you have any questions you haven’t submitted, here’s the link to the form! https://airtable.com/shrQMjgC7CiiWTBsh
00:09:47 Kate Newnham | UpDesignsLA.com: Reacted to “Launched 2 sites las…” with 👍
00:10:01 Glennette Goodbread: Reacted to “Launched 2 sites las…” with ❤️
00:10:02 Caitlin Harrison: I have a client leaving my care plan and making it not about me!
00:10:07 Karen: Reacted to “Launched 2 sites las…” with 👍
00:10:10 Karen: Reacted to “I also had meetings …” with 👍
00:10:17 Glennette Goodbread: Reacted to “I have a client leav…” with 💥
00:10:21 Karen: Reacted to “I have a client leav…” with 👍
00:10:22 Kate Newnham | UpDesignsLA.com: Reacted to “I have a client leav…” with ❤️
00:10:24 Janet Hoover: Reacted to “I have a client leav…” with ❤️
00:10:25 Sharon Blalock: I have taken some time off websites, but now starting to get my strategies together and work on my plan, and the program.
00:10:36 Kate Newnham | UpDesignsLA.com: Reacted to “I have taken some ti…” with 👍
00:11:08 Erica Nash: Reacted to “I have a client leav…” with 💥
00:11:13 Angela Winter (she/her): Reacted to “I have a client leav…” with 💥
00:11:17 Angela Winter (she/her): Reacted to “I have taken some ti…” with 👍
00:11:18 Karen: I had a consultation yesterday with someone who said no to me last fall. My price is a little more this time. Not sure how she'll respond.
00:11:23 Janet Hoover: Reacted to “I have taken some ti…” with 👏
00:11:31 Erica Nash: Reacted to “I have taken some ti…” with 👏
00:11:34 Janet Hoover: Reacted to “I had a consultation…” with ❤️
00:11:34 Karen: Reacted to “I have taken some ti…” with 👍
00:11:48 Erica Nash: Reacted to “I had a consultation…” with ❤️
00:11:55 Glennette Goodbread: Reacted to “I have taken some ti…” with ❤️
00:11:59 Glennette Goodbread: Reacted to “I had a consultation…” with ❤️
00:12:20 Kim Stone: I had a consultation last week and now I’m working on putting together a loom video.
00:12:38 Janet Hoover: Reacted to “I had a consultation…” with 👍
00:12:42 Karen: Reacted to “I had a consultation…” with 👍
00:12:44 Erica Nash: Reacted to “I had a consultation…” with 👏
00:12:47 Christine Westlake: Scheduled a new brand photo shoot, now just have to figure out my outfits 😳
00:12:56 Erica Nash: Reacted to “Scheduled a new bran…” with 🙌
00:13:01 Janet Hoover: Reacted to “Scheduled a new bran…” with ❤️
00:13:10 Janet Hoover: Ooo fun, Christine!!
00:13:47 Karen: Reacted to “Scheduled a new bran…” with ❤️
00:13:50 Angela Winter (she/her): Reacted to “I had a consultation…” with 👏
00:14:12 Karen: Walmart special!
00:15:25 Robin Smith: Could you give those dates again.
00:15:36 Erica Nash: June 22 1-4 pm est
July 13 1-4 pm est
August 17 1-4 pm est
00:16:49 Kate Newnham | UpDesignsLA.com: smart!
00:18:35 Kate Newnham | UpDesignsLA.com: Nobody puts Patrick in the corner
00:18:47 Kaila – HeyKaila Media: Reacted to “Nobody puts Patrick …” with 💕
00:20:14 Janet Hoover: Reacted to “Nobody puts Patrick …” with 🤣
00:27:10 Glennette Goodbread: Angela, here's what chatgpt wrote for your client.

https://chat.openai.com/share/8422e682-049b-4365-812d-0e6369e72490
00:28:05 Glennette Goodbread: Reacted to “Scheduled a new bran…” with ❤️
00:28:13 Glennette Goodbread: Reacted to “I had a consultation…” with ❤️
00:32:08 Glennette Goodbread: A payment plan might be all it takes.
00:32:15 Angela Winter (she/her): Reacted to “A payment plan might…” with ❤️
00:36:11 Glennette Goodbread: That's when you want to send an email that says “That's not how this works.” LOL
00:37:22 Janet Hoover: Yes, that’s what I do….charge a monthly fee and whatever can get done that month can happen or move to the next month
00:41:45 Glennette Goodbread: Angela, I had chatgpt write the email in a more casual tone. Let me know if you can see that part on the link I shared.
00:43:34 Diana Richards: “The low end has to NOT feel resentful to you.” 🔥
00:43:42 Erica Nash: They’re paying for your potential availability
00:43:43 Janet Hoover: You can do it! 💪
00:43:50 Janet Hoover: Reacted to “They’re paying for y…” with 👍
00:44:08 Glennette Goodbread: Angela, here's the updated link:

https://chat.openai.com/share/fe5fe3d0-b462-4bb0-a396-8eb2b933616b
00:44:14 Janet Hoover: My clients do that and are totally ok with it
00:45:21 Glennette Goodbread: Another option is to have them buy a package of X amount of blog posts and X amount of social posts. They don't get more until that package delivery is approved.
00:46:58 Christine Westlake: I also do a package matrix with a certain amount of hours per package, and if they choose to go over the hours I charge hourly on top of the retainer, but I’m always getting the retainer. The higher the package price (with more hours), the less they are paying hourly. Happy to share with you if you want to take a look!
00:47:15 Diana Richards: I pay the same amount for my subscription to Netflix no matter how much or how little I watch a month
00:47:46 Janet Hoover: Reacted to “I also do a package …” with 👍
00:49:45 Erica Nash: There’s an example retainer matrix in workbook 4 to help you structure your price, turnaround etc
00:49:52 Kate Newnham | UpDesignsLA.com: Reacted to “There’s an example r…” with 👍
00:49:59 Sarah Guilliot (sarahdesign.com): Maybe set approval dates would be nice to include too. Like I’ll do up to 5 random posts per month but I need approved copy by the 15th and 25th or that post gets pushed to the following week
00:50:33 Kate Newnham | UpDesignsLA.com: Reacted to “I also do a package …” with 👍
00:50:37 Kate Newnham | UpDesignsLA.com: Reacted to “I pay the same amoun…” with 😂
00:53:13 Erica Nash: procrasitlearning
00:53:21 Janet Hoover: Reacted to “procrasitlearning” with 🤣
00:53:24 Cynthia Norman: lol
00:58:52 Sarah Guilliot (sarahdesign.com): Since I was late to join…wanted to add my win in here 😄 I just got payment from a return client I offered a “quick fix” to over the weekend. Now I have $500 in hand, and an easy couple hours work this week. Opportunity created!
00:59:02 Kate Newnham | UpDesignsLA.com: Reacted to “Since I was late to …” with 👍
00:59:03 Shannon Mattern: Reacted to “Since I was late to …” with 👍
00:59:05 Erica Nash: Reacted to “Since I was late to …” with 🙌
00:59:28 Diana Richards: Reacted to “Since I was late to …” with 🙌
01:00:31 Janet Hoover: Reacted to “Since I was late to …” with 🙌
01:01:35 Karen: Reacted to “Since I was late to …” with 👍
01:02:18 Glennette Goodbread: Reacted to “Since I was late to …” with ❤️
01:02:21 Sharon Blalock: Reacted to “Since I was late to …” with 🙌