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
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
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)
Marketing Notes:
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.
Contains ACCESS REQUESTS for items in Google Doc above:
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
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
YouTube Videos - CG
Original Project Landing Page developed for CG
Site, Industry & Competitors Audit
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
Customer Journey (DONE)
Content Mission Statement
WHO? Done
WHAT? Video > + Repurposed
Video > to Blog > to Lead Magnet > + CTA > MAG > to Auth Amp Video > to Mini-Series > Social Posts > to SLIDEDECK for Syndication / Backlinks
WHY?
Fill Cluster Buckets (Content Topics)
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:
GeekFreeMarketing - Syndication
StoryBlaster Content Distribution
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/
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
- 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)
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*
- Wordpress
- 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 http://fmmembership.wpengine.com/
- (Community I participate in / Certified Partner)
- TFM Built with Memberium+LearnDash+Social Learner Theme
- (Community I participate in / Certified Partner)
- Sample for Fletcher Method Community http://fmmembership.wpengine.com/
- EXPERT LEVEL +
- 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)
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. ***
Funnel Breakdown
Small Sampling
EightDigitMedia.com
Financial Adv. Funnels
LeadFlowMethod
Coaching & Builds
FunnelFlare
B2B Sales Solution
ASIDesignSoftware.com
Autodesk Channel Partner
Imaginit
Autodesk Channel Partner
Visit Portfolio Page @ MMT
(Over 200 Projects Completed)
Funnel Mapping Tools
Funnelytics | MarketPlan.io | Geru.com
MAG Campaign Planner Overview
Resources & Misc. Links:
Competitors:
David Jamison 2019