listen to my latest podcast episode:
Managing Your Web Design Business Finances with Rocky Lalvani EP 88
byShannon Mattern
WDA Live Strategy Call 9-12-2023

This Week's Questions

Summary + Transcript

Chat

00:01:03 Erica Nash: Wendy! It’s good to see you!
00:01:14 Wendy Coop: Good to see you and everyone as well!
00:01:15 Kate Newnham | UpDesignsLA.com: Reacted to “Wendy! It’s good to …” with ❤️
00:01:19 Kate Newnham | UpDesignsLA.com: Hi!!
00:01:53 Wendy Coop: Win: realized I have more sales and business knowledge and experience than I realized. I know a lot! I just have to put it into practice.
00:02:03 Kate Newnham | UpDesignsLA.com: Win: Asking for help with a proposal I’m stuck on (and kind of still stuck on)
00:02:03 Tracy Trathen • e design studio, LLC: Reacted to “Win: realized I have…” with 💞
00:02:05 Erica Nash: Reacted to “Win: realized I have…” with 💞
00:02:15 Erica Nash: Reacted to “Win: Asking for help…” with ❤️
00:02:19 Michelle Self: Win: Wrapping up 2 site builds and the clients are happy with the design!
00:02:19 Wendy Coop: Reacted to “Win: Asking for help…” with ❤️
00:02:26 Wendy Coop: Reacted to “Win: Wrapping up 2 …” with ❤️
00:02:27 Erica Nash: Reacted to “Win: Wrapping up 2 …” with ❤️
00:02:33 Angela Winter: I finally got my core Patrick done last week and just presented my premium package for the first time today – she didn't even want to hear the other 2 options after hearing the premium!
00:02:42 Ruby Javaid: Reacted to “Win: Wrapping up 2 …” with ❤️
00:02:45 Wendy Coop: Reacted to “I finally got my cor…” with ❤️
00:02:46 Ruby Javaid: Reacted to “I finally got my cor…” with ❤️
00:02:49 Michelle Self: Win: A friend reached out for retainer services and was able to take the Patrick example for retainers and sign her!
00:02:49 Kaitlyn | KTU Designs LLC: Reacted to “I finally got my cor…” with ❤️
00:02:55 Diana Richards: Result: I received my first client payment and have had positive client feedback so far!
00:02:58 Erica Nash: Reacted to “Win: A friend reache…” with ❤️
00:02:59 Amy K Ogden: Reacted to “I finally got my cor…” with ❤️
00:03:02 Erica Nash: Reacted to “I finally got my cor…” with ❤️
00:03:03 Brittney: Someone I don’t remember meeting in 2018 called me to book a meeting about their website this week 🙂
00:03:07 Wendy Coop: Reacted to “Result: I received m…” with ❤️
00:03:13 Ruby Javaid: Set up FocusWP to take care of things while I'll be out of the office, so much stress off my plate phew
00:03:18 Michelle Self: Reacted to “I finally got my cor…” with ❤️
00:03:24 Erica Nash: Reacted to “Someone I don’t reme…” with ❤️
00:03:26 Erica Nash: Reacted to “Result: I received m…” with ❤️
00:03:26 Wendy Coop: Reacted to “Someone I don’t reme…” with ❤️
00:03:27 Brittney: Reacted to “I finally got my cor…” with ❤️
00:03:29 Michelle Self: Replying to “I finally got my cor…”

GOALS! love this!
00:03:31 Wendy Coop: Reacted to “Set up FocusWP to ta…” with ❤️
00:03:31 Kaitlyn | KTU Designs LLC: Reacted to “Set up FocusWP to ta…” with ❤️
00:03:33 Erica Nash: Reacted to “Set up FocusWP to ta…” with ❤️
00:03:34 Kaitlyn | KTU Designs LLC: Reacted to “Someone I don’t reme…” with ❤️
00:03:45 Angela Winter: Reacted to “GOALS! love this!” with 🎉
00:03:52 Jessica Aiese-Davoli: Win: working through the WDA modules but not RACING through – really taking the time to be thoughtful about things.
00:03:57 Brittney: Reacted to “Result: I received m…” with ❤️
00:04:01 Erica Nash: Reacted to “Win: working through…” with ❤️
00:04:25 Wendy Coop: Another win: I did sign a client to redesign a church website. They have paid half of the fee so far.
00:04:25 Tracy Trathen • e design studio, LLC: Got through Module 1 and starting Module 2 💃🏻
00:04:27 Brittney: Reacted to “Set up FocusWP to ta…” with ❤️
00:04:31 Wendy Coop: Reacted to “Win: working through…” with ❤️
00:04:39 Stephani – The Simple Growth Co: Reacted to “I finally got my cor…” with ❤️
00:04:43 Erica Nash: Reacted to “Another win: I did s…” with ❤️
00:04:44 Stephani – The Simple Growth Co: Reacted to “Win: working through…” with ❤️
00:04:47 Wendy Coop: Reacted to “Got through Module 1…” with ❤️
00:04:49 Erica Nash: Reacted to “Got through Module 1…” with ❤️
00:04:53 Glennette Goodbread: Almost have my tax prep for 2022 finished. Got an extension so I need to get it to my cpa today.
00:04:54 Sheila McRae: Booked 2 new big clients and a small(er) one to take me through the next few months.
00:04:56 Ruby Javaid: Reacted to “Win: A friend reache…” with ❤️
00:04:59 Wendy Coop: Reacted to “Almost have my tax p…” with ❤️
00:05:00 Ruby Javaid: Reacted to “Result: I received m…” with ❤️
00:05:00 Kaitlyn | KTU Designs LLC: Reacted to “Another win: I did s…” with ❤️
00:05:01 Erica Nash: Reacted to “Almost have my tax p…” with ❤️
00:05:02 Wendy Coop: Reacted to “Booked 2 new big cli…” with ❤️
00:05:03 Ruby Javaid: Reacted to “Someone I don’t reme…” with ❤️
00:05:07 Erica Nash: Reacted to “Booked 2 new big cli…” with ❤️
00:05:12 Ruby Javaid: Reacted to “Win: working through…” with ❤️
00:05:20 Ruby Javaid: Reacted to “Another win: I did s…” with ❤️
00:05:21 Kaitlyn | KTU Designs LLC: Another consultation scheduled this week because of client outreach!
00:05:24 Ruby Javaid: Reacted to “Got through Module 1…” with ❤️
00:05:26 Wendy Coop: Reacted to “Another consultation…” with ❤️
00:05:27 Angela Winter: Reacted to “Win: A friend reache…” with ❤️
00:05:27 Ruby Javaid: Reacted to “Almost have my tax p…” with ❤️
00:05:28 Erica Nash: Reacted to “Another consultation…” with ❤️
00:05:29 Angela Winter: Reacted to “Result: I received m…” with ❤️
00:05:33 Ruby Javaid: Reacted to “Booked 2 new big cli…” with ❤️
00:05:36 Angela Winter: Reacted to “Another win: I did s…” with ❤️
00:05:36 Ruby Javaid: Reacted to “Another consultation…” with ❤️
00:05:37 Angela Winter: Reacted to “Win: working through…” with ❤️
00:05:41 Angela Winter: Reacted to “Another consultation…” with ❤️
00:05:44 Angela Winter: Reacted to “Booked 2 new big cli…” with ❤️
00:05:50 Michelle Self: Reacted to “Win: realized I have…” with 💞
00:05:53 Michelle Self: Reacted to “Win: Asking for help…” with ❤️
00:05:55 Erica Nash: So many huge wins!!!
00:05:57 Angela Winter: Reacted to “Someone I don’t reme…” with ❤️
00:06:00 Amy K Ogden: Reacted to “Another consultation…” with ❤️
00:06:02 Michelle Self: Reacted to “Result: I received m…” with ❤️
00:06:03 Wendy Coop: I love seeing all of these wins!
00:06:04 Michelle Self: Reacted to “Someone I don’t reme…” with ❤️
00:06:04 Stephani – The Simple Growth Co: Reacted to “Another consultation…” with ❤️
00:06:05 Angela Winter: Reacted to “Got through Module 1…” with ❤️
00:06:07 Michelle Self: Reacted to “Set up FocusWP to ta…” with ❤️
00:06:08 Stephani – The Simple Growth Co: Reacted to “Booked 2 new big cli…” with ❤️
00:06:08 Brittney: Reacted to “So many huge wins!!!” with 🥳
00:06:10 Stephani – The Simple Growth Co: Reacted to “Almost have my tax p…” with ❤️
00:06:10 Michelle Self: Reacted to “Win: working through…” with ❤️
00:06:11 Angela Winter: Reacted to “So many huge wins!!!” with 🥳
00:06:14 Michelle Self: Reacted to “Another win: I did s…” with ❤️
00:06:14 Stephani – The Simple Growth Co: Reacted to “So many huge wins!!!” with 🎉
00:06:16 Michelle Self: Reacted to “Got through Module 1…” with ❤️
00:06:17 Wendy Coop: Reacted to “So many huge wins!!!” with 🎉
00:06:18 Michelle Self: Reacted to “Almost have my tax p…” with ❤️
00:06:20 Michelle Self: Reacted to “Booked 2 new big cli…” with ❤️
00:06:22 Michelle Self: Reacted to “Another consultation…” with ❤️
00:07:30 Wendy Coop: Or force me to stick to my prices!
00:07:55 Tracy Trathen • e design studio, LLC: Replying to “Or force me to stick…”

I feel that Wendy. I’ll be working on that sticking to prices thing myself
00:08:44 Wendy Coop: Reacted to “I feel that Wendy. I…” with 😂
00:08:45 Kate Newnham | UpDesignsLA.com: Oh how I relate!
00:08:49 Wendy Coop: Replying to “Or force me to stick…”

We can do it!
00:10:14 Kate Newnham | UpDesignsLA.com: I’ve found it’s a pro and a con
00:10:18 Kate Newnham | UpDesignsLA.com: (For me)
00:10:40 Diana Richards: Reacted to “Booked 2 new big cli…” with ❤️
00:10:43 Wendy Coop: I would say lead with what you offer that is most valuable to that particular client in that specific presentation.
00:10:52 Diana Richards: Reacted to “I finally got my cor…” with ❤️
00:11:53 Wendy Coop: You could also think of it as more like you’re offering solutions and advising them – not selling to them. Be the expert and consultant.
00:11:59 Kate Newnham | UpDesignsLA.com: So my client is ASKING for the full picture now… ugh totally tripping me up
00:12:10 Kate Newnham | UpDesignsLA.com: Money and all….
00:12:36 Wendy Coop: Replying to “Money and all….”

You could draw them a roadmap of sorts.
00:13:42 Kate Newnham | UpDesignsLA.com: Replying to “Money and all….”

Since I have to provide pricing for each now, do I offer 3 matrixes or 1 for each element (website, social, marketing?)
00:14:01 Kate Newnham | UpDesignsLA.com: Replying to “Money and all….”

I mean 3 matrixes or 1 big one with all the elements
00:14:20 Wendy Coop: Replying to “Money and all….”

My instinct is to say 1 big one.
00:14:25 Kate Newnham | UpDesignsLA.com: Replying to “Money and all….”

Yeah…
00:14:29 Kate Newnham | UpDesignsLA.com: Replying to “Money and all….”

I think that’s right
00:14:37 Kate Newnham | UpDesignsLA.com: Replying to “Money and all….”

Thank you!!
00:14:42 Wendy Coop: Replying to “Money and all….”

And then each lower package has fewer options to work with you.
00:14:44 Wendy Coop: Replying to “Money and all….”

You’re welcome!
00:15:02 Kate Newnham | UpDesignsLA.com: Replying to “Money and all….”

totally
00:15:43 Wendy Coop: Reacted to “Thank you!!” with 👍🏽
00:15:46 Wendy Coop: Reacted to “totally” with ❤️
00:17:21 Angela Winter: brb – gotta get kids from bus
00:19:29 Wendy Coop: Is it possible these just are good-fit leads?
00:20:08 Wendy Coop: It’s also possible you’re doing too many things at one time. Like maybe pick a strategy and roll with it for 30-90 days.
00:20:45 Wendy Coop: It’s also possible that you’re trying to solve a sales problem with marketing.
00:22:29 Wendy Coop: Right. There’s no one-size solution for all of your clients. Each should get a personalized presentation.
00:23:52 Kate Newnham | UpDesignsLA.com: I get so confused when I’m in different programs
00:24:52 Kaitlyn | KTU Designs LLC: Reacted to “I get so confused wh…” with 👍🏻
00:27:03 Wendy Coop: Reacted to “I get so confused wh…” with 👍🏻
00:28:00 Kim Blake: I like to go with what I know works from experience and grow from there. And it may mean that I don't follow a program to the tee but improve my process.
00:28:10 Wendy Coop: Reacted to “I like to go with wh…” with 👍🏽
00:28:52 Glennette Goodbread: Reacted to “I’ve found it’s a pr…” with 👍
00:29:18 Kate Newnham | UpDesignsLA.com: Reacted to “I like to go with wh…” with 👍🏻
00:29:30 Wendy Coop: The connection is great!
00:29:49 Glennette Goodbread: Reacted to “You could also think…” with ❤️
00:30:18 Kate Newnham | UpDesignsLA.com: Grouchy. Zero patience. Bring it on! lol
00:30:21 Wendy Coop: If she’s a grouch, she may more appreciate the direct approach, lol!
00:30:25 Brittney: Reacted to “Grouchy. Zero patien…” with 😂
00:30:30 Wendy Coop: Reacted to “Grouchy. Zero patien…” with 😂
00:30:32 Brittney: Reacted to “If she’s a grouch, s…” with 👍🏼
00:30:54 Glennette Goodbread: Reacted to “I like to go with wh…” with 👍
00:31:21 Glennette Goodbread: Replying to “It’s also possible y…”

Yeah I need to do that for sure instead of experimenting so much!
00:31:29 Wendy Coop: Reacted to “Yeah I need to do th…” with 👍🏽
00:31:35 Kaitlyn | KTU Designs LLC: Reacted to “If she’s a grouch, s…” with 👍🏼
00:33:32 Glennette Goodbread: Replying to “I get so confused wh…”

For me, I love them both and can't imagine dropping either one. Both have great resources and they are the same in many ways. If I wasn't so analytical, it probably wouldn't be so challenging. LOL
00:34:51 Kate Newnham | UpDesignsLA.com: Replying to “I get so confused wh…”

Totally! I really wanted VIP days to work and I tried it, but it was really hard to do that and this. I was all tripped up. BUT I got some insight on how to be more efficient, which I always love!
00:35:15 Glennette Goodbread: Reacted to “Totally! I really wa…” with ❤️
00:35:19 Wendy Coop: Reacted to “Totally! I really wa…” with ❤️
00:39:24 Wendy Coop: Closed mouths don’t get fed.
00:39:31 Brittney: Reacted to “Closed mouths don’t …” with 🔥
00:39:38 Jessica Aiese-Davoli: Reacted to “Closed mouths don’t …” with 🙂
00:39:57 Kaitlyn | KTU Designs LLC: Reacted to “Closed mouths don’t …” with 🤯
00:40:05 Kaitlyn | KTU Designs LLC: Reacted to “Totally! I really wa…” with ❤️
00:40:10 Kate Newnham | UpDesignsLA.com: A multimillionaire in my life said to me “You can’t just expect people to come to you. You have to go out and get it”. And it hit me like a ton of bricks. Booom
00:40:25 Brittney: Reacted to “A multimillionaire i…” with 🔥
00:40:30 Angelica Hidalgo: Reacted to “A multimillionaire i…” with 🔥
00:40:44 Angelica Hidalgo: Replying to “A multimillionaire i…”
that’s so reassuring!!
00:40:51 Erica Nash: Reacted to “Closed mouths don’t …” with 🔥
00:40:52 Erica Nash: Reacted to “A multimillionaire i…” with 🔥
00:40:52 Wendy Coop: Reacted to “A multimillionaire i…” with 🔥
00:40:53 Amy K Ogden: You can also say something like, “I have one spot left in my October calendar!”
00:41:02 Kate Newnham | UpDesignsLA.com: I try “I’m really passionate about helping (insert here)” when it comes from a place of helping
00:41:04 Ruby Javaid: Reacted to “A multimillionaire i…” with 🔥
00:41:48 Kate Newnham | UpDesignsLA.com: A lot of people don’t like agencies
00:42:01 Wendy Coop: But we never know who others know.
00:42:26 Michelle Self: But even if Apple doesn't need a site update, they may know people who need your services!
00:42:42 Kate Newnham | UpDesignsLA.com: @Jessica Aiese-Davoli – Reaching out is the HARDEST part of this process. We get it! You’re not alone.
00:43:03 Michelle Self: I'm totally stuck at market research! I need to go back to going through the modules
00:43:10 Wendy Coop: We don’t want to reach out because we are afraid of interrupting people and getting rejected. But it’s really not personal.
00:43:15 Kate Newnham | UpDesignsLA.com: I would never do market research
00:43:22 Kate Newnham | UpDesignsLA.com: Even after 20 years of experience in corporate
00:43:33 Glennette Goodbread: I've been thinking and I think my agreeinng to show them everything then giving it all to others who didn't even ask for it is my attempt to make sure they choose *something*.

I need to go back to my power brand ways and say “I love that you are excited and want to know everything I offer but I don't want to overwhelm you so I'll include only the services you truly need in the proposal and then invite you to ….”
00:43:34 Ruby Javaid: Reacted to “We don’t want to rea…” with ❤️
00:43:52 Wendy Coop: Reacted to “I've been thinking a…” with 👍🏽
00:44:34 Kate Newnham | UpDesignsLA.com: Replying to “I've been thinking a…”

Such great insight!
00:44:34 Glennette Goodbread: For those who want to see what I mean …

https://app.nusii.com/p/Ix-8kStxHyo9UA
00:45:23 Glennette Goodbread: Reacted to “A multimillionaire i…” with ❤️
00:46:29 Erica Nash: Friendly time reminder, we have 3 questions left
00:47:39 Angelica Hidalgo: After I did the first it was so easy! I realised how it wasn’t a big deal and the people I was like how do I connect the dots I sent the “do you know anyone who” in hopes that they say oh I need that! Hahahahaha
00:47:53 Kate Newnham | UpDesignsLA.com: Reacted to “After I did the firs…” with 👍🏻
00:48:02 Angelica Hidalgo: Like a soft launch
00:48:04 Glennette Goodbread: Reacted to “After I did the firs…” with 👍
00:48:06 Kate Newnham | UpDesignsLA.com: www.Termageddon.com – we are not lawyers –
00:48:08 Tracy Trathen • e design studio, LLC: Termageddon!
00:48:08 Shannon Mattern: https://termageddon.com/
00:48:10 Jessica Aiese-Davoli: Reacted to “@Jessica Aiese-Davol…” with 🙂
00:48:10 Kaitlyn | KTU Designs LLC: Terageddon!
00:48:17 Wendy Coop: I don’t even give them the option. It’s on the list of things they need to have to work with me.
00:48:22 Brittney: Yup! Termageddon is awesome!
00:48:23 Janet Hoover: Yep…totally Termageddon
00:48:24 Michelle Self: termageddon! I also have heard of iubenda
00:48:33 Tracy Trathen • e design studio, LLC: My sister is an attorney, I do her website, and I got her on board with it, and she thinks it’s fantastic.
00:48:39 Michelle Self: it is SOOOO easy to use
00:48:49 Janet Hoover: Reacted to “My sister is an atto…” with 👍
00:49:00 Jessica Aiese-Davoli: Reacted to “My sister is an atto…” with 👍
00:49:08 Janet Hoover: Yep, they do, they’ll hand-hold thru the whole thing
00:49:18 Jessica Aiese-Davoli: Yes—they give you templates on how to do outreach and everything
00:49:44 Wendy Coop: That’s such an awesome resource.
00:49:47 Tracy Trathen • e design studio, LLC: Hans Skillrud is the owner. His with is on the national board for attorneys (can’t remember what it’s called) for Privacy. They even have tools if someone doesn’t want it – waivers… so you’re not liable if they decline the service, etc.
00:49:49 Kate Newnham | UpDesignsLA.com: I just give my client the link. I don’t do anything.
00:50:42 Erica Nash: https://webdesigneracademy.com/what-you-need-to-know-about-privacy-policies-for-your-clients-with-hans-skillrud-of-termageddon/
00:51:23 Glennette Goodbread: Replying to “For those who want t…”

FYI I edit that first paragraph to fit the customer's situation and that first graphic is only there if I'm doing an seo audit.
00:51:33 Janet Hoover: If you become a “partner” they’ll do the set up with your client and give you the script to add it to their site
00:51:33 Tracy Trathen • e design studio, LLC: I walk through them with it in a zoom meeting, in case they don’t get what the stuff is asking (sometimes they don’t read it well) hehe
00:52:58 Tracy Trathen • e design studio, LLC: They also give you your OWN account for free (you get it for your own site for free). And then you can onboard your clients or send them a link to sign up, etc.
00:53:25 Janet Hoover: It’s pretty much a no-brainer for the client too. They get hand-holding, and it’s really inexpensive for them to renew annually, you’re off the hook and get a ref fee lol
00:53:26 Brittney: Hans is super helpful!
00:53:28 Michelle Self: I include it in my hosting and help them to answer the questions, because some are a little technical. They have great how to videos, etc.
00:53:35 Diana Richards: They have a waiver too to use if your clients choose to not get the different legal policies
00:53:50 Tracy Trathen • e design studio, LLC: their tool covers the entire planet for privacy laws… it’s amazing
00:53:59 Janet Hoover: Reacted to “their tool covers th…” with 👍
00:54:11 Kate Newnham | UpDesignsLA.com: Clients get we’re not lawyers
00:54:18 Janet Hoover: Yeah…Termageddon helps with ALL of that, Kim 🙂
00:54:28 Tracy Trathen • e design studio, LLC: Termageddon makes is EXTREMELY easy
00:55:04 Wendy Coop: Reacted to “their tool covers th…” with 👍🏽
00:55:34 Janet Hoover: Reacted to “Termageddon makes is…” with 👍
00:56:34 Wendy Coop: Good seeing everyone! Got to hop on another call!
00:56:41 Angelica Hidalgo: Reacted to “Good seeing everyone…” with ❤️
01:00:06 Kate Newnham | UpDesignsLA.com: Reacted to “Good seeing everyone…” with ❤️
01:01:38 Glennette Goodbread: I totally think it's ok and have been doing it for years.
01:01:46 Kate Newnham | UpDesignsLA.com: 100%
01:02:04 Glennette Goodbread: As long as you disclose the affiliate relationship and don't recommend someone only for the commission.
01:02:48 Jessica Aiese-Davoli: Reacted to “A multimillionaire i…” with ❤️
01:05:27 Glennette Goodbread: They wouldn't know about them without you and you are providing a valuable service by sharing it.
01:06:37 Glennette Goodbread: Send me your affiliate link LOL
01:06:48 Michelle Self: is it something you'd recommend even if you weren't getting a commission?
01:07:15 Diana Richards: Reacted to “We don’t want to rea…” with ❤️
01:07:22 Glennette Goodbread: I would test them first.
01:08:26 Glennette Goodbread: Then they change providers and you aren't getting paid unless you start billing them.
01:08:45 Michelle Self: I would make sure it's a service that you would recommend w/o the commission, then if it's a service you like, then you would detail what makes it better
01:08:54 Glennette Goodbread: It honestly incentivizes you to ensure they are successful.
01:09:06 Michelle Self: Reacted to “It honestly incentiv…” with 👍
01:09:50 Kate Newnham | UpDesignsLA.com: Great to see you all! Gotta run 🙂
01:09:58 Glennette Goodbread: Bye Kate!
01:11:04 Glennette Goodbread: I really do want more info on it. g@premiumwebdesign.com
01:12:01 Glennette Goodbread: Cool
01:12:06 Glennette Goodbread: Bye