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Scorecards / Assessments as Lead Magnets
Hi - I have created (with the help of AI), a quiz / assessment that I can use as a Lead Magnet. This is the first time of using this type of tool as a LM. It looks as though I could keep this super simple and create the quiz as a pdf in Canva, with results pages that the respondent can look at. They will see all the possible result pages. I can then link this into Mailerlite and nurture - downside I see at the moment is that I don't see their results - unless they choose, when asked, to send them to me - or they respond and set up a call. My next option looks to be using automations and tagging in Mailerlite - which could be a challenge for my brain - but I could get help with that and ultimately work it out - I am currently on the free plan though so not sure if I can do the tagging bit that would be required. The next option seems to be paying for Quiz based software. Of the 3 I have looked at, ScoreApp seems the most user friendly and has a free starting plan for 1 quiz and 10 respondents a month. My questions: 1. What are your experiences of creating quizzes and using them as LM's? 2. Is starting with a simple pdf the best way to go for a first timer? 3. What experiences do you have with the variety of software available? 4. Do you have any other recommendations or suggestions? For info - if its relevant - I have a WP with Divi website (which I designed and built myself), I have Mailerlite free plan, I am happy using Canva, I use Notion. Thanks for your thoughts.
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A question I want to put to you today.
Have you ever said yes to a client when something in you knew you should have said no? I have. Early in my career, more than once. And I noticed a pattern every single time. The client I was unsure about became the source of the most stress, the most scope creep and the least satisfaction. When I later looked at the client bases of the coaches and consultants I work with, the pattern held. 80% of stress was coming from 20% of clients. Usually the ones who questioned the fee before they understood the value, or whose values did not quite match. The strategic no is a skill worth developing. Not just knowing when to say it, but knowing how to say it professionally so you maintain the relationship and often get a better referral as a result. I am curious where you are with this. Which of these is most honest for your situation right now? a) I say yes to almost everyone because turning work away feels too risky b) I have said no before but I am not sure I did it well c) I have a clear ideal client and I say no to misaligned work regularly d) I know I should say no more often but I have not quite got there yet Drop your comment below. I read every one and I am genuinely interested.
People don't argue with their own data.
Many professionals walk into a client call ready to present. That is the mistake. Before you say a single word about what you do, try this in your next client call. Ask, don't pitch. Think about the four things your prospect needs to arrive at before they will ever say yes. They need to recognise they have a problem. They need to see that a solution exists. They need to believe you can provide that solution. They need to trust you enough to act. Your job is not to tell them any of that. Your job is to ask the questions that lead them to say it themselves. Because people don't argue with their own data. Write down the answers you need them to give. Then work backwards to the questions that get you there. Try it once. See what changes. I am curious where you are with this right now. Tell me which fits best: a) I know I pitch too soon and want to fix it b) I struggle to know which questions to ask c) I find it hard to hold back when I know I can help d) I already do this and want to sharpen my question bank Drop your letter below.
Here's one thing you can try today in any client conversation (and it takes about two seconds to learn.)
Stop being so certain, so soon. When we're nervous in a client conversation we tend to do one of two things. We either hedge everything and sound like we don't believe in what we do. Or we go the other way. Too pushy. Too certain. Too eager to close. Both push people away. The approach I've used for over 50 years in business is simpler than either. Swap your certainty words for what I call soft words. Instead of "this will work for you" try "this might be exactly what you're looking for." Instead of "you should take the full programme" try "perhaps the full programme would suit you best." Instead of "this is the right solution" try "maybe this is worth exploring." It sounds like a small thing. It isn't. Soft words remove pressure. They give the client space to make their own decision. And people who feel no pressure are far more likely to say yes than people who feel pushed. Perhaps try it in your very next conversation this week? Swap one "will" for "might." One "should" for "perhaps." Then notice what changes. Let me know how you get on, drop your comment below.
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🎯 The Sales Opening Formula (Share Yours)
You might be losing sales in the first 60 seconds. The problem: After rapport building, people either: 1. Talk about themselves 2. Ask about the client Both wrong. The principle: Ted Nicholas: "The headline is 75% of the buying decision." Your opening IS your headline. The formula: "As I understand it, the purpose of our meeting is to: 1. Understand where you are now 2. Understand where you want to get to 3. See how we can get there faster together Have I got that about right?" Why it works: ✅ Positions you as professional ✅ Shows you listen ✅ Not too certain, too soon ✅ Elegant and disarming Your turn: Share YOUR opening below (or draft one using this formula). I'll comment on everyone who shares.
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