TCG PLANNING SESSIONS

ACCLERATION PHASE:The Next Level of Growth!

PLANNING & STRATEGY SESSIONS

​COMPLETED DELIVERABLES

PLAN | BUILD | GROW

David Jamison

COMPLETED DELIVERABLES

SHARED LINKS | DOC BELOW > BUTTON

September 2019

All Links are in order of appearance in the Google Slides Show above

Funnelytics Pro

The Collective Genius Account

Build Funnel Maps:

Funnel Map #1: CGInvite Funnel (for Deal Flow Magazine)

Use CG Application URL as Page #2

CG Application Page Link

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Teamwork

Jason, 

Create:

PLAN BUILD GROW –  9 STEP BUILD OUT (Project Details & Deliverables for each step)

MARKETING ACCESS NEEDS:

​(Access & Hosting @ HostGator, Access @ Godaddy for Sub-Domain creation, Facebook Account Owner Access (Jason@thecreativegenius.com) for Facebook Ads Manager Account Setup (Set TEMP Password… Once I setup I can use the Page Role Access for Facebook Ads Manager)

Build Funnel Maps:

9/30/2019

Funnel Map #1: CGInvite Funnel (for Deal Flow Magazine)

Use CG Application URL as Page #2

CG Application Page Link

Content Marketing Workflow

Content Marketing Workflow – Graphic

Content Marketing Workflow – CG Marketing Doc

Content Marketing Workflow – Visual Map / Explainer – Teamwork Overview (Login)

ContentStudio Login (Trial Account)

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Marketing Notes:

9/20/2019 Jessica Franklin

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https://thecollectivegenius.com/application/?cookieUUID=31e9946e-1a95-44b1-aa29-c08e752e68fd

Jason:There is an ACCESS REQUEST Form Link here

It contains requests for ACCESS for all of the platforms that must be accessed for Content Marketing / Social Media Marketing setup.

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Contains ACCESS REQUESTS for items in Google Doc above:

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Created Gmail Email Address for Marketing Sign-Ups / Trials etc.

thecollectivegenius.mastermind@gmail.com

Used to Start 14 Day Trial of ContentStudio Professional

Will turn email over to CG / For Marketing Setup Only

Created FB (Grey) Profile for Facebook for Business Setup:

thecollectivegenius.net (Jason Medley owns > $1 1st year > $20 next)

Should own .net even if only redirected to .com (block others from leveraging brand)

Created Sam.Web@thecollectivegenius.net (will forward to Sam.Webb@TheCollectiveGenius.com

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Used for Facebook for Business Setup for Ad Creation

(DJ not Agency affiliation > All internal @ CG)

InfusionSoft Login | D Jamison​​​​

Blog & Landing Page Staging:

https://demo2.cloudwp.dev/trial-x27536u4/the-collective-genius-real-estate-mastermind

Blog & Landing Page Demos:

https://demo.thrivethemes.com/tt/?theme=Pressive

Loom Video Communication

YouTube Videos – CG

Original Project Landing Page developed for CG

Site, Industry & Competitors Audit

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https://marketingmousetrap.com/internal/tcg/

Prepared for The Collective Genius

(For Planning Sessions)

August 2019

Scroll Down for 2 Day Planning Content + Conceptuals / Deliverables

Planning & Strategy Sessions:

August 22-23, 2019

Agenda from Zoom Call Notes

2 Day Agenda – 4 Hour Blocks

PBG Planning Frameworks & Worksheets

Focus Frameworks from Call + Future Use Frameworks & Worksheets

Zoom Call Transcription Notes

Focus Frameworks from Call + Future Use Frameworks & Worksheets

MEETING NOTES

(In Review… Looking Back)

Free-Form Notes to organize:

Content Planner, Creator, Scheduler (AgoraPulse? Thumbs Down) > Options > ContentStudio or SmartQueue)

Complete ALL addressed frameworks:

Per Agenda & Modify during Meeting(s)

Avatar | Messaging | Signature Solution / Content Map

Profit Pyramid (?) Layer Relevant Content from above into for Visual

* Lives in PLAN Phase *

4 Hours

Lead Magnet(s) | Authority Amplifier Video(s) > Move to Day 2

* Lives in BUILD Phase *

4 Hours

Conversion Event(s) > Next Week

Day 2

1. Customer Journey (DONE)

2. Content Mission Statement 

   1. WHO? Done

   2. WHAT? Video > + Repurposed

      1. Video > to Blog > to Lead Magnet > + CTA > MAG > to Auth Amp Video > to Mini-Series > Social Posts > to SLIDEDECK for Syndication / Backlinks

   3. WHY? 

3. Fill Cluster Buckets (Content Topics)

4. Weekly Deliverable (Jason, Leon)

More Day 2 >

Day 2

Content Creation | Audience Growth | Lead Generation

Conversion Optimization | Campaign(s) | Referral + New

4 Hours

Marketing Processes | Sales Processes | Funnel Mapping + Metrics

Other | Next Steps | Wrap-Up

EXTRAS:

BizScalersModel

Rocketfuel

MarkCWinters.com/Blog

EOS Tools

EOS Tools 2

What is EOS?

GeekFreeMarketing – Syndication

StoryBlaster Content Distribution

ContentStudio (Option 1)

​​SmartQueue.com​​​

9 KEY ELEMENTS FOR ONLINE SUCCESS:

(All Frameworks in Folders above)

​The Collective Genius Signature Solution

The Community + 3 Pillars + Pillar Topics

Additional Resources:

Website & Sales Funnel Intel / Analysis:

Online Assets:

Main URL & Social

https://thecollectivegenius.com/

https://www.facebook.com/thecollectivegenius/

https://www.linkedin.com/in/thecollectivegenius/

BuiltWith Analysis:

See LOOM Recording to YouTube >

​SITE AUDIT: 

Report Link: https://drive.google.com/file/d/1Pf89Cax098d2eAn_Z08Q5fkBR8ZYFJKF/view?usp=sharing

SPYFU REPORT: 

Report Link#1:  (BASIC)https://drive.google.com/open?id=1Pt-wVCmnJq1spU3b8i5QSRxTAXcgmGQo&authuser=david.jamison@marketingmousetrap.com&usp=drive_fs

To See All Login to Account > (Dave will provide all insight & reports)

DIRECT SF ACCT LINK:

Basic Overview >

https://www.spyfu.com/overview/domain?query=https%3A%2F%2Fthecollectivegenius.com%2F

David will LOGIN and review ALL with Jason upon HIRE

SEO Overview >

https://www.spyfu.com/seo/overview/domain?query=https%3A%2F%2Fthecollectivegenius.com%2F

COMPETITION:

https://www.boardroomhq.com/apply-now

https://themultipliersmastermind.com/

https://eddiespeed.com/

Others

URL ALTS (SIPHON TRAFFIC) ??

https://thecollectivegenius.org/

SOCIAL / INFLUENCER INTEL:

https://keyhole.co/accounttracking/dashboard/xvNQsy/thecollectivegenius#

https://drive.google.com/file/d/1QD6PQSzlAXty_eGqMds4FYZ1xu5YWvve/view?usp=sharing

Foundations, Funnels & Floodgates

Proposed “Next Level Growth” Plan

Will need refinement from Strategy Sessions and CEO acceptance

PLAN

• Complete Foundations

(Building on an “Already Strong Base”)

• See Needed Frameworks
• (Some completed? > Need to Document)
• Go back and do the Foundational Dirty Work (Document Process)
  • SIGNATURE SOLUTION
  • ALL ESSENTIAL FRAMEWORKS
  • SEO (Yoast or RankMath)
  • CONTENT*
  • PPC (below)
  • SOCIAL*
  • OTHER / ALL
  • FUNNEL TYPE SELECTION
  • TRAFFIC PLANNING 
  • SOCIAL / CONTENT CALENDAR
  • Other (tbd)

BUILD

On-Page & Off-Page

• Backlinks (SOLID)
• Social (Twitter, InstaGram, YouTube (p?), Other)

• FUNNEL CREATION 4 PHASE 2 (NEXT LEVEL)

  • See Funnelytics & MarketPlan.io Map (Proposed)
  • Goals: TBD by Jason Medley
  • https://app.funnelytics.io/share/b632cc3f-0e3c-428d-b340-512e63977669
  • https://app.marketplan.io/shared/3BTapiyKqk

• ADD DIRECT MAIL via INTEGRATION (Thankster & Postalytics)

  • https://www.postalytics.com/direct-mail-integrations/infusionsoft-direct-mail/

• ALL MISSION CRITICAL INFRASTRUCTURE

  • Membership Site
  • Additional Software to integrate with existing Funnel & Automation Software
  • Blog
  • Other / Misc.

• CONTENT, SOCIAL & INFLUENCER

  • Medium
  • SlideShare
  • Quora / Other*

GROW

• AUTHORITY AMPLIFICATION

• Blogging
• Podcasting
• Video Blogging
• Membership Portal
• Webinars (Free & Paid)
• Events (Current)

• MAGNETIC AUDIENCE GROWTH TRAFFIC STRATEGY (Overview Link)

  • Blogging
  • Podcasting / Video Blogging (YT)
  • Published Resources (Use for Backlinks & Lead Magnets)
  • Membership Portal (Free? & Paid)
  • Webinars (Free & Paid)
  • Events (Current)
  • MAG Continued >
• Search
• Content
• PPC

• Hyper-Focused >

• PPC > FB & LI LEAD GENERATION

  • FB + Retargeting
  • LinkedIn Lead Gen Programs (Internal & External)
  • Ad Network Expansion
  • In-Market Leads
  • IP + Based On Audience Intelligence

• Misc. / Deeper Consultation

  with Jason Medley

Competitive Intelligence / Competitors FB Ad Sets

Based on Real Estate Investor MasterMind Keywords

Endless Competitive Intelligence & Funnel Hacking if interested

David Jamison

​SKILLS & LEVEL:

• Funnel Creation and Optimization
  • EXPERT LEVEL +
    • WordPress
      • Thrive Themes, Elementor Pro, WP Astra 
      • CartFlows
      • Thrivecart, Woocommerce, all*
  • Clickfunnels
  • Kartra
    • + Membership Builds: Numerous Platforms
    • Memberium + LearnDash: DEMO: https://demo.memberium.com/start-tour/
    • Numerous Membership Platforms: Apprentice, Teachable, Everlesson, Invanto
      • FREE “Lead Magnet” Courses + PREMIUM
      • Course Layout, Delivery & Funnel Marketing
        • Sample for Fletcher Method Community https://fmmembership.wpengine.com/
          • (Community I participate in / Certified Partner)
            • TFM Built with Memberium+LearnDash+Social Learner Theme

• Direct Response Copy
  • EXPERT LEVEL (All – Web, Email, Social, other)

• Lead Conversion Strategies
  • EXPERT LEVEL (various Certifications: TFM, GR, AC, DM)
  • Website, Sales Funnel, Email, SMS, other

• Metric creation and Tracking
  • EXPERT LEVEL + RESOURCES

• FB and LI Paid Traffic complimented by retargeting
  • EXPERT LEVEL +  
  • Facebook + Retargeting
  • All facets of Campaign Setup, Management & Optimization
  • Facebook Saved Audience
  • Custom Audience or Lookalike Audience
  • Interest or demographics based targeting options
  • ADD: >>> Campaign Intelligence & Insights + Resources for Campaign Reviews & Strategic Perspectives
  • SCALE / Next Level: Ad Networks (AdRoll)
    • In-Marketing Leads > Layer in to FB Campaigns with Look-a-Like Audiences
    • IP Address + Other
  • OTHER *MAG*
  • Google PPC > Search + Retargeting
  • ++ LinkedIn Lead Gen (EXPERT + Systems > See Case Study)

• Social Media content creation and syndication
  • EXPERT LEVEL + RESOURCES (ContentStudio + Replug + PromoRepublic + Buffer)

• Funnel process mapping
  • EXPERT LEVEL ++
  • See Funnelytics.io: https://app.funnelytics.io/share/b632cc3f-0e3c-428d-b340-512e63977669
  • See MarketPlan.io: (To be built upon HIRE Agreement)

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Strong systems & operations skills (engineering background), campaign strategy, foundation planning and more.

*** ALL Agency Software & Assets available to TCG ***

**** Outsource Resources & Pools of Misc. Experts: Expansive Network & Relationships. ***

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Funnel Breakdown

Small Sampling

Chasmtech

B2B Software

Revilocity

Social Displays

MVPTesto

Supplements

EightDigitMedia.com

Financial Adv. Funnels

LeadFlowMethod

Coaching & Builds

FunnelFlare

B2B Sales Solution

ASIDesignSoftware.com

Autodesk Channel Partner

Imaginit

Autodesk Channel Partner

BusinessBreakThrough

Small Biz Coaching

TampaBayEcoCharters

EcoTours

Demos PFF

Demo Funnels

Visit Portfolio Page @ MMT

(Over 200 Projects Completed)

Funnel Mapping Tools

Funnelytics | MarketPlan.io | Geru.com

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MAG Campaign Planner Overview

Link – PDF​​​​

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Resources & Misc. Links:

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Blog Post Template (MAG)

Campaign Planner (MAG)

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Competitors:

REWW

INVESTORFUEL

7FigureFlipping

​MAG Content Process – HubStaff Task

David Jamison 2019