New Face, Who Dis? (Rapport SOP)
Alrighty Focus Finder Fam! Here is me being accountable and doing some of my homework. Heads up I am wordy so consider yourself warned. Homework? Well if you are newish, I won the 7 day leadership challenge and in doing so got 2 hours of coaching. The first hour was live streamed here and this is the homework from it. To summarize it in case the video is down already, I am working on facing my mindset around sales and rejection. I have an offer but I am not offering it yet cause I have surgery in a week. To make myself feel more comfortable I am working on better establishing rapport and engagement in my Skool Community so when I launch my offer, I will feel less icky about it. Basically not treating it like a sell but a helpful offering to a friend. So the challenge was to create a Standard Operating Procedure or SOP. It is based on what I have seen across skool communities and I am tagging a few people that are in here to give credit. I figured posting it in here would be a good potential resource for others / get me some feedback and maybe even some new people to test it on in my group 😉 SOP: Building Rapport with New Members in Unmuted Money Step 1: Review Membership Questions When a new member joins, note their answers to: 1. One money win or one money struggle 2. Comfort scale (1–5) 3. Email address Step 2: Send a Simple, Personal DM Timing: Within 24 hours of them joining Template (adapt based on answers I actually built out 7 other templates): Hi [Name]! 👋 Welcome to Unmuted Money! Thanks for sharing that your [win/struggle] is [insert their response]. That’s such a real place to start. I also saw you rated yourself a [#] on the comfort scale and I wanted to let you know that’s totally normal. Honestly, this group is all about practicing those money convos so they feel less awkward over time. 🌱 No pressure, but if you’d ever like to connect for a quick 15-minute chat so I can get to know you better, here’s my link: [insert link]. Either way, I’m glad you’re here.