Hiring a sales funnel strategist? Here are 5 things to look for before you book a call
Confession: I’ve never swiped right (or left).
I got together with my husband before Tinder was really a thing—a fact that sometimes makes me a little sorry, because browsing the profiles of attractive partners in my area sounds like way more fun than perusing sale items on Asos, and other mindless things I do to relax in the evenings.
I’ve watched from the sidelines as millions and millions of people have engaged in an activity I hope never to participate in.
What associated skills might they learn from adventures in online dating?
>> How to spot a catfish from 500 meters
>> Key words that mean someone’s looking for a booty call (vs. “the real thing”)
>> Which photos to share if you want to attract high-calibre candidates, just off the top of my head.
On the one hand, I’m curious about it—on the other, I’m so damn grateful I came up in a world where I could go on dates without worrying the person was going to match with someone (they deemed) more attractive while I was in the bathroom.
It’s given me the time and space to focus on other things than online dating…
For example, honing my skills as a conversion copywriter & sales funnel strategist.
Selling group programs and 1:1 services online is a lot like online dating in the sense that, if you’re doing sales calls, you get on the phone with someone and have a set amount of time to decide if it’s a match.
You’re both looking for certain qualities, and both people have to “swipe right” for the relationship to progress.
But when it comes to hiring a conversion copywriter or a sales funnel strategist, you might currently feel a bit like me re: Tinder: Unsure how to even get started, with no idea what qualities to look for as you sort the wheat from the chaff.
Hence this post—
Hiring a sales funnel strategist?
5 qualities to look for before you book a call
Let’s dig in.
#1: Look for someone with a proven process, from the pre-proposal call to the project’s end
If you’ve gone so far as to book a call with someone, you’re obviously interested in what they do and curious about what it would be like to work together.
That’s why I like to think of the call as a peek into what it would be like to work together.
And when I’m hiring a service provider of any kind, I want them to take the lead.
I start my sales calls by letting prospective clients know I want to hear what’s going on with them, get as much insight as possible into their current goals.
Then, I’ll share a bit about my offers and if there’s one they get excited about, I’ll either put together a proposal for them right away or set up a second call to get more specific about what they need.
When it comes to sharing about my offers, I let people know why it’s so important for me to start with Immersive Copy Research.
I explain which steps go into crafting the conversion copy for their live launch or evergreen funnels.
And I describe how I’ll help them validate the copy we work on after it’s been online for approx. 60 days.
This is all part of my process.
And it’s this process that allows me to get people great results because I’m not starting from scratch (and they’re not paying me to figure things out as I go).
How does it benefit you to work with a sales funnel strategist who has a proven process?
· You can relax into the idea that this task has been taken off your plate by a pro who knows what they’re doing
· You benefit from their experience & expertise
· There’s a clear project flow & you understand what’s happening + what’s required of you at each stage
· You know what’s coming next, so there are no unexpected surprises
· They’ve had the opportunity to work out the kinks, meaning a smoother, more streamlined experience for you
#2: Hire a sales funnel strategist who starts with deep research
I have lots and lots to say about the importance of Immersive Copy Research, but for the purpose of this post, I’ll focus on the following:
If you want to stand out in a crowded niche…
If you want copy that attracts your perfect clients (and repels everyone else)…
If you want to know that you’re working with someone who’s crafting YOU something unique – instead of using cookie cutter copy that could be about anybody else…
You want a conversion copywriter & funnel strategist who starts with Immersive Copy Research.
How does it benefit you to work with a sales funnel strategist who starts with research?
· You’re able to ensure your offer is based on (and reflects) what your audience truly wants (in their words)
· You get copy that truly sounds like no one else in your industry, since there’s nobody else out there with the same audience & experiences
· Your voice comes through in the copy at the same time that your readers see their reality mirrored in your words
· Your copywriter / sales funnel strategist can report back with insight into your overall messaging strategy, incl. where you could be increasing revenue or taking advantage of opportunities your competitors haven’t yet seen
· You get the confidence that comes with hearing about the impact of your work, straight from your audience’s mouths
· I can help you implement ongoing Voice of Customer Collection Strategies, meaning you always have fresh data to rely on
· You can use the insights from my research to inform your content, social posts, new offers and refine the messaging for related products & services
#3: Ideally, work with someone who offers both customized sales funnel strategies AND execution
One of the things nobody tells you when you start out as an online entrepreneur is just how many new skills you’ll have to learn.
Then slowly you start to notice people specializing (you hear “find your niche” enough that you start to specialize yourself)….
And suddenly you might start to feel like it will take a team of 50 to tackle all the tasks you’d like to outsource, since everyone seems to have such a narrow focus.
If you’re looking to hire someone to help you out with your sales funnel strategy, I recommend you find someone who can support you when it comes to both strategy AND execution.
Why?
Because you want to hire someone who will take the time to do Immersive Copy Research (see above) and give you a customized strategy based on what they find out AND you want to be able to trust that the person you hire to implement understands and has everything they need to put that research into play.
Going to one person for your strategy & another for execution is a sure-fire way to end up with a scattered approach. (This is also why I recommend you not bring a strategy to our sales call).
How does it benefit you to work with one person for both strategy and execution?
· When you work with someone who’s a sales funnel strategist AND conversion copywriter, you can feel confident they know both the what and the why of each piece in your funnel
· You don’t have to double up on contracts, calls or investments
· You can feel certain your copy is being crafted with a close eye on your overall marketing strategy
· Your strategy is informed by best practices in persuasion & studies in human decision making – this is the realm of the copywriter, but it plays a huge part in the strategy piece as well
· You don’t have to manage the flow of information between strategist & implementer, rather, you benefit from the fact that I’ve got a handle on both
Looking for messaging support but not sure where to focus your time, money & oh-so-precious attention?
Answer 5 quick questions for a customized recommendation on where investing in your copy will get you the biggest ROI.
#4: Make sure your sales funnel strategist will help you learn from & validate the work you do together
As one of my copy mentors, Amy Posner, is fond of saying:
“The one rule of marketing is test, test, test.”
I can recommend a strategy that seems like the perfect fit for your existing assets, your audience, and your offer… It can blow you away with its efficacy… And there can still be room to learn.
That’s why all of my done-for-you copy projects (and my done-with-you coaching opportunities) conclude with a Debrief Call where we’ll look at things like your open rates, click through rates, webinar show up & conversion rates to see what worked, what didn’t, and where we should focus our attention for the next iteration of your launch.
Learning what works for your audience is an ongoing process, which is also why I love to develop long-term relationships with my clients, so that we don’t have to start from scratch every time.
How does it benefit you when I validate the work we did together?
· You can see how different messages landed with your audience, making it possible for us to do more of what worked and less of what didn’t
· Each launch builds on the learnings of the last one, meaning you benefit from compound interest on the findings of my Immersive Copy Research
· You know our changes are driven by data, not just a hunch as to what will work better next time
#5: Look for a service provider who can demonstrate a history of satisfied customers (not just big $s, but satisfied individuals who would happily work with them again)
One of the reasons I *don’t* lead with my clients’ revenue wins is that what worked for them will not necessarily work for you.
Leading with dollar signs can give the false impression that “If she made 6 figures, you can too” without accounting for differences in audience, list size, offer, ad spend, experience, timing, and the like.
While I’m more than happy to share that I:
· Helped my client have a $72,000 launch of her brand new high-ticket program
· Wrote a sales page with a 13% conversion rate
· Wrote a webinar show up sequence that led to a 73% attendance rate
I’m way more proud to share testimonials that speak to the ongoing relationships I have with the women I call both clients and friends:
“Katie is thorough in her research, asks the right questions, accessible, and she went above & beyond to ensure all of my copy (even the stuff she didn’t write) was in the same voice and easy to digest. Her work was delivered on time and she was willing to edit the copy until it was to my liking. She’s also a pleasure to work with!”
— Jacqueline Gutierrez, www.beautybacker.co
“I loved the entire process of working with Katie. She is organized, thoughtful, and deliberate in her work. I feel like I learned so much from her during our calls as she presented her research and her copy.”
— Jane Jones, www.upinconsulting.com
“I thought it would be impossible for someone outside my niche to write copy that connected with my audience.
I was completely wrong.
Katie is such a pro and so much fun to work with that I’m a repeat client.”
— Sarah Dobson, www.sarahdobson.co
Why?
Because the constant between their experience and yours is ME.
When my clients say things like:
“Katie is approachable, friendly and easy to talk to.”
“Katie is a good listener, patient, kind and professional.”
“You CARE and it shows.”
(👆All 100% real quotes, btw!)
You can be sure those qualities will carry over into my work with you.
How do you benefit from my history of satisfied customers?
· You get to rest easy you’re working with someone who will under-promise and overdeliver, not the other way around
· You can trust that you’re investing in sales funnel strategy & conversion copy that will have a significant impact on your bottom line
· You get a taste of what’s possible when I create you your own custom launch or evergreen funnel strategy and then help put it into play
Bonus tip: #6: Choose to work with someone whose values align with your own
One of my guiding mantras is “Every dollar I spend is a vote for the kind of world I want to live in”…
And after Trump came so close to re-election in 2020, I realized it’s not enough to say my mission is to help women make more money. (White women who voted for Trump: I say this while looking at you 👀)
Specifically, I want to work with women who are working to help make the world a more equitable place.
...entrepreneurs who are committed to anti-racism, diversity, equity & inclusion.
...strong, passionate leaders who are using their own businesses to re-shape the world we live in.
If this commitment to my own values makes you want to work with me, let’s connect!
I take immense satisfaction from working with women who are changing the world. {Click through here to book a call}
And if this kind of thing turns you off? That’s fine. 🤷♀️ I recommend you continue your search for someone else who’s creating the type of world that YOU want your kids to live in.
In business, as in life, you’ll get the biggest payoff from partnering with someone who shares your mission & your goals.
(You can read more about mine right here.)
How do you (and the world) benefit by finding a sales funnel strategist + conversion copywriter whose values align with your own?
· Your investment allows them to further the causes they care about—and when you’re aligned, that means it’s a win-win-win
· You’ll feel comfortable that the sales strategies & persuasion techniques at play in your copy are in line with the business you want to run
· Your readers will sense your integrity through each touch point of your customer journey
So what do you do now?
If you’re looking for help with your sales funnel strategy…
Someone who can make sure your conversion copy is up to the challenge of turning visitors into subscribers and subscribers into buyers…
And someone who’s got all 5 (+1) of the qualities described above…
You’re invited to click through here to book a 100% free, no-pressure consult call
I’d love to learn more about your business, your current goals and what you’re hoping your sales funnel will sell.
Now, if you’re mentally running me through every item on the list above?
Smart move. 😉
Let me make it as easy as I can for you: (<-- Another reason you’ll love working with me).
✅ I have a proven process for writing conversion copy that sounds like you (and converts!)
✅ Every project I work on begins with Immersive Copy Research.
✅ I craft a custom strategy for each of my clients—and I execute on it (my favourite part) for done-for-you copy clients.
✅ Learning from what worked (and what didn’t) is built into every offer I sell
✅ My clients rave about both the experience and the results of working with me.
✅ And I’m committed to creating a world in which everyone has the opportunity to realize their full potential.
If you’re ready to reach out, you can click through here to book a free, no-pressure consult call today: