The Audit Funnel (Plug & Play)
This plug n’ play system will show you everything you need to do in order to lock
in your first paying client in 10 days (If you do it right).
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There are a few key things to remember when building out this process:
1. Make sure you add AT LEAST 100 business owners in the niche you’re
targeting as friends on Facebook.
2. While you’re waiting to add 100 people, clean up your Facebook profile so that
it clearly shows you help this niche with marketing. Remove any photos that
are unprofessional and post 3-4 posts that show you’re a trusted professional
that helps their niche.
3. No matter what, keep an abundant mindset. Business owners can smell a
scarcity mindset from a mile away. Just remember, if you managed to secure 1
meeting - You can definitely manage to secure more.
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Step 1: Find Groups
Find a handful of groups on Facebook that contain your perfect niche. For example,
here are some good groups I found when I looked up ‘Real Estate Agents’ on
Facebook:
Join 8-10 of these groups, you’ll probably have to answer some questions and wait to
get accepted into some of these groups.
The Audit Funnel (Plug & Play)
Step 2: Find Leads
Now you have to find the perfect potential clients within this group. Find who the
owners is by looking for it in their title.
HACK:
Go to the members section of a group.
Scroll all the way down so you have the entire list members in the group.
Press CMD + F (Mac, Chrome) and type in ‘Owner’ if you’re looking for the owner of a
restaurant, gym, dental practice, etc.
You can type in ‘Personal trainer’ if you’re just looking to find the personal trainers in
a gym group, type ‘Realtor’ or ‘Real Estate Agent’ to find a list of exclusively just the
realtors.
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Step 3: Send Friend Requests
Wait until you’ve sent 100 friend requests minimum. While you’re sending requests,
you’ll also start receiving friend requests from other people in the niche you’re
targeting (Real estate agents for example) because you’ll have mutual friends
together.
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Step 4: Post Audit Offer
Key Things To Remember
1. Post this template at a time your potential clients are likely to see it for
example 5-9pm when they’re off work.
2. Make sure you use a GIF or a photo as this will have higher engagement than
just text.
3. Reply to every single comment with something like - ‘Great, I’ll personal
message you your Audit in the next 24 hours’. This will keep your post high in
the news feed.
The Audit Funnel (Plug & Play)
Template:
Are you a {niche}? You might want to stop scrolling.
I’ve been head down learning from the best of the best on how to get more
{customers/leads} for {niche}.
It’s been very disheartening to see how much money most {niche} owners leave on
the table.
I can guarantee that YOU are leaving a minimum of $5,000 a month on the table by
not doing {service}.
So I’d like to give you a free 15-minute audit of your current strategy from a bird’s eye
view. Completely free. On me!
I need no commitment from you, just type ‘I’m Interested!’ and I’ll send you a PM
with your free personalised audit video.
(P.S - If you know anyone who is a {niche} owner, tag them! They’ll thank you later)
Example:
The Audit Funnel (Plug & Play)
Step 5: Create The Audit
Now it’s time to create the free audit for your potential client. First things first, you
want to download Loom. This is a Google Chrome extension that allows you to
record and send videos QUICK. Awesome tool, definitely recommend.
Once you’ve downloaded that, here’s what you do:
1. Pull up their website & socials. Just talk briefly about that.
2. Mention what service you help businesses with and why it’s the best way to
get customers.
3. Find their competitors and show them why their competitors are gaining an
edge by implementing the service you’re trying to offer them.
4. The cost of NOT doing this - Type out in a Google Doc the cost of not doing
this to the business owner.
5. How you can help - In the Google Doc outline exactly how you could help this
business.
6. Scratching the surface - Tell them that you respect their time so you didn’t
want to make the audit too long and you’d like to go over more in the
meeting.
7. Offer the next step - Offer them a link to your scheduler (Acuity, Calendly, Etc)
or just ask them when they’d be available for a quick meeting to plug a hole in
this leaky side of their business.
Examples:
If this sounds a little confusing and you can’t picture what it looks like, I’ve made a
couple examples below that you can access for different services.
Facebook Ads - Click HERE to see how to pitch it.
SEO - Click HERE to see how to pitch it.
Content - Click H ERE to see how to pitch it.
Key Things To Remember:
1. Make sure you add your scheduling link at the bottom of the message you
send them on Facebook. If you don’t have a scheduler, just ask what time
works for them.
2. With Loom you’ll get a notification if they see it. If they see it and don’t
respond within 48 hours, follow up!
The Audit Funnel (Plug & Play)
Step 6: Meeting
Now it’s time for the meeting. If they’ve agreed to the meeting then they already
know what you offer, what the cost is if they DON’T do it and also that the intention
of the call is for them to become a client.
Key Things To Remember:
1. Host the call on Zoom or Skype and make sure you record the call so that if
any other decision maker is involved you can send them the call recording
straight after the call.
2. If they’re on the call then you’ve 90% closed them so make sure you go in with
an abundant mindset and remember that they need YOU!
Three Key Phases:
1. What’s your current digital marketing strategy?
This is actually a dummy question. We don’t care if they have a digital marketing
strategy and we’re not going to create one for them either.
This is like when you get asked what your current life insurance plan looks like. It
makes you think you need one when before you didn’t think about it.
This question is mainly just to throw off potential clients. It makes them realise they
don’t have a plan and 90% of the time the response you’re gonna get is ‘We don’t
have one’. This opens the floodgates and shows them that they don’t have their
business in order.
2. What’s your current monthly revenue & where would you like to get to in
12 months?
This question allows you to vet the client and see if their business could even afford
your services.
This question also gets them to future pace and imagine what life could be like 12
months from now. It gives them hope and belief.
Some business owners might say they’re not comfortable telling you their revenue.
Just tell them that when you work with a doctor they need to know the current
situation to help you get to the desired situation. Same thing with a personal trainer
or a tax advisor. If they still refuse to tell you (not likely), just end the meeting.
The Audit Funnel (Plug & Play)
3. So you’d like to get to {$/pm}…
Would you agree you’re going to have to do something differently to what
you’re doing now?
Would you agree that in order to make more money, you need more
leads/customers?
Would you agree that {your service} is the way to do this?
Would you like me to help you do this?
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Wait until they say ‘yes’ and then move onto the next phase:
Now, because you’re my first client… I want to make sure this is a no brainer for you. I
have 100% confidence in what I’m selling and my ability to drive results.
That said, I want to give you an entire $2,000 (example) off on your monthly fee. My
next client will be paying the full $4,000/pm fee. Shall we get started?
