How to Get Your First

Customers
+ Templates, Tactics, &
Tools
+ Clubhouse Hack

@markmonta m@mindfultext.com
 AGENDA
1. Research
2. Funnel Intro
3. Build Funnel
4. Fill Funnel
5. Bonus: Leverage Clubhouse

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1. RESEARCH YOUR AUDIENCE
A Forums (Reddit & smaller ones)
B Facebook Groups
C Linkedin Groups & Hashtags
D Quora (Topics)
E Meetup.com Groups
F Interview Executives or Influencers

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COMMUNITIES ON FACEBOOK

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Learn and gather data
about how and what
people think of topics
within your industry.

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COMMUNITIES ON MEETUP.COM

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LINKEDIN COMMUNITIES

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 2. WHAT IS A FUNNEL

Paths an individual or group

travels when completing your
intended goal

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 FUNNEL ELEMENTS
Common
● Emails, Texts, and Calls
● Website (Blog, Navigation,
About, Product)
● Company Social Media
● Buying process & customer
service
Less Common
● Personal Social Media
● Tone of your written and
physical voice
● Posture and facial
expressions
● Googling your name or
company name

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 FUNNEL A: FEEDBACK
LINKEDIN CONNECTION REQUEST
FOLLOW UP 1
SOCIAL MEDIA RESEARCH
FOLLOW UP 2
FEEDBACK CALL
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FUNNEL B: LANDING PAGE

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MORE FUNNEL ELEMENTS

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 3A. BUILD YOUR B2C FUNNEL
(Minimum Requirements, Not Including Product)

1. Landing Page
2. Email Funnel
3. Funnel Optimization & Tests
a. Landing Page Headlines
b. Email Follow Ups
c. Checkout process
d. (Product Tweaks)

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WHEN IN DOUBT, MIRROR YOUR
COMPETITORS

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3B. BUILD YOUR B2B FUNNEL
(Minimum Requirements)

1. Outreach templates
2. Follow up templates
3. Sales Script
a. Sales Deck - The 5 Elements
b. Selling Process (BMANTR)
4. Funnel Optimization & Tests
a. Outreach emails
b. Follow up templates
c. Sales Call
d. (Product Tweaks)

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4. HOW DO YOU FILL THE FUNNEL?
(FOR FREE)

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TACTIC #1 - CONNECT WITH A MESSAGE

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TACTIC #1 - A MINDFUL OUTREACH

Hey <name>, I loved your work on

___ and have experience with ___.
Would love to connect and see if I
can help with ___. Thanks

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TACTIC #1 - IT’S NOT STALKING

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INFLUENCERS (B2C & B2B)

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 TACTIC #1 - FOLLOW UP

Hi _, I saw you posted on _ and believe that

<insert secret sauce> can help. Free in the
coming days for a quick chat? I sent an email
to your Linkedin email in case you are not
super active on here.

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TACTIC #2

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 MOST USED EMAIL FORMATS
Founders: firstname@domain.com

Managers: FN.LN@domain.com or
FirstInitialLastName@domain.com

Influencers & Personal Emails: ???

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GMAIL EMAIL FINDING

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Unapologetically follow up
nicely & appropriately
until you get a yes or no.
Templates: fndri.com/cold_emails

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CASE STUDY #1

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CASE STUDY #2

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CASE STUDY #2

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IS CLUBHOUSE A GOOD PLACE TO GROW?

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 WHAT IS CLUBHOUSE GOOD FOR?
Building deep relationships Impatient people

Public speaking Only goal is to sell

Pitch practice

Mostly slowly talking with

investors
Getting in front of
celebrities

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FUNNEL EXAMPLE FOR CLUBHOUSE
Follow moderators on stage

Follow them on instagram

Like photos and comment thoughtfully

Take a snapshot of when they

speak and pay attention to the
narrative

Mention speakers that you want

to get in front of on Insta stories

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 TOOLS & RESOURCES
Email Tools
● Streak (Mass Email)
● Mailtester (Email Verifier)
● MixMax (embedded gmail polls and
meeting requests)
● More Outreach Templates
Email Marketing
● Mailchimp
● Active Campaign (automation)
● Hubspot (FI DEAL)
Influencers
● Russell Brunson (B2C Tactics)
● Gary Vaynerchuk (B2B&C Tactics)
● *People in your vertical*
Books
● The Adweek Copywriting Handbook
● DotComSecrets
Research Tools
● OneTab (Research Organization)
● Crunchbase Insights
● Respondent (FI DEAL)
Landing Pages
● WEEBLY (FI DEAL)
● LANDER APP (FI DEAL)
● WORDPRESS.ORG + THRIVE THEMES

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 Thank You!
Was I helpful?

If so, please follow MindfulText on Linkedin

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APPENDIX

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TYPES OF EMAILS

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EXPERT FUNNEL
EXAMPLES
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METRICS OF A FUNNEL

<-Start Here

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METRICS OF A FUNNEL

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