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Alpha Omega Wealth

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Before
(Prospect)

1. My Target Market

Primary Target Market Summary

  • Alpha Omega Wealth primarily targets women business owners, business owners in the trades, and high-income young professionals seeking financial clarity and control.

Audience Type

  • B2B
  • Entrepreneurs in the trades, Women Entrepreneurs, High-income Young Professionals

Needs – Primary Buying Considerations

  • Strategic cash-flow system for lifestyle protection and wealth growth.
  • Personalized financial planning with non-judgmental guidance.

Demographics

  • Age Range: Young Professionals to Middle-aged Business owners
  • Gender: Mostly Female (Women business owners), but also Male (Owners in the trades)
  • Geography: United States
  • Income Level: High-income
  • Profession: Business owners, Professionals
  • Business Size: Small to Medium-sized businesses

Psychographics

  • Lifestyle: Busy, looking for financial organization.
  • What they value: Strategic, custom, accessible financial planning; Financial confidence.
  • Pain Points: Scattered income, debt, unclear decision-making.
  • Buying Behavior: Value the combination of education, strategy, and protection.
  • Decision-Making Roles:
  • Primary Decision Maker: Business Owners, Professionals
  • Support Roles: Legal, tax, real estate, and business resources.

2. My Message to My Target Audience

Refined Elevator Pitch

  • Alpha Omega Wealth provides everyday individuals and entrepreneurs with financial organization, protection and growth through an easy yet strategic cash-flow system, so they can achieve long-term financial confidence with ease.

Understanding Their Pain Points

  • Lack of financial clarity and control
  • Scattered income, debt, and uninformed decisions
  • Struggling to protect lifestyle and grow wealth

Transformation

  • Achieve financial clarity and control
  • Wealth protection and growth
  • Confidence and peace of mind for the future

Unique Selling Proposition (USP)

  • Comprehensive financial education, strategy, and protection under one roof
  • Practice of Infinite Banking and Profit First principles
  • Approachable and judgment-free financial guidance

Brand Values & One-Liners

  • "Breaking up with money confusion"
  • "Building your wealth and life with intention"
  • "Empowering financial clarity, control, and confidence"

Tone

  • Alpha Omega Wealth communicates with a down-to-earth, accessible tone. We aim at calming financial worries and inspiring confidence in all of our engagement.

Hero Text Idea

  • Flag Text: Empowering financial growth across the US
  • Main Headline: Gain control over your wealth with Alpha Omega
  • Sub Headline: We turn your complex financial situation into a clear, strategic cash-flow system that grows wealth and secures your future
  • CTA: Start Your Financial Transformation Today

3. The Media I Will Use to Reach my Target Market

Website

  • Optimize the homepage with clear CTA (Call to Action) for booking a discovery call
  • Setup website visitor tracking using Google Analytics to assess user behavior
  • Focus on mobile-friendly design as majority of young professionals use mobile devices for browsing

Social Media

  • Prioritize LinkedIn and Instagram for connecting with entrepreneurs and young professionals
  • Post 2-3 times per week focused on success stories, financial management tips, and event reminders
  • Encourage client testimonials which can be shared as social proof

Paid Advertising

  • Start with Google Ads focusing on keywords related to 'Cash Flow Advisor' and 'Financial Advisor'
  • Explore LinkedIn ads targeting professionals in the trades, women entrepreneurs, and high-income young professionals

Content Recommendations

  • Create blog posts on topics such as Infinite Banking, Financial Planning for women entrepreneurs, and cash-flow management

Podcasts

  • Start a podcast centered on financial growth and organization
  • Consider being a guest on industry-focused podcasts like 'Money For the Rest of Us' or 'Entrepreneurial Thought Leaders'

Directories

  • Get listed on financial advisor directories such as Paladin Registry or Wiseradvisor

Publications

  • Submit guest posts to financial-focused publications like 'Financial Planning Magazine' or 'Entrepreneur Magazine'

Partnerships & Outreach

  • Partner with trade organizations in plumbing, electrical, and landscaping industries for networking opportunities
  • Collaborate with local women entrepreneur networks for guest-speaking opportunities

SEO and Content

  • Incorporate SEO strategies into content creation to increase organic visibility
  • Use tools like SEMrush or Ahrefs for keyword research and tracking performance

Offline and Local Media

  • Sponsor local networking events focused on entrepreneurs in various trades and women business owners

Online Events

  • Host webinars on specific topics of interest such as Infinite Banking or Profit First methodology

Online Networking

  • Join financial advisor forums online for further outreach
  • Participate in LinkedIn groups related to Financial Planning

Cold Outreach

  • Conduct cold emails to target demographics using personalized messages
  • Use LinkedIn InMail for an alternate channel of cold outreach
During
(Lead)

1. My Lead Capture System

Lead Magnet

  • Comprehensive Financial Health Checkup (Interactive Financial Assessment Tool)
  • 'First-Step to Financial Freedom' Guide (PDF)
  • Exclusive Webinar: 'Secrets of Successful Financial Management for Entrepreneurs'

Tripwire Offer

  • Special introductory rates for initial Financial Snapshot & Analysis services
  • Discounted 'Quick Consult' — an affordable 30-min consult on a single financial issue

Welcome Sequence

  • Automate a welcome email series with offering explanations, helpful contents, and testimonials
  • Follow-up reminder emails for those who downloaded the lead magnet but didn't sign up for the services

Segmentation

  • Categorize leads based on their demographics, financial status, and the challenges outlined in the Financial Health Checkup
  • Prioritize 'hot leads' who show higher engagement (clicked links in emails, attended webinars, etc.)

Chatbot and Automation

  • Integrate a chatbot on the website to answer basic queries and schedule discovery calls
  • Utilize CRM automation to notify based on lead behavior (e.g., Lead Magnet download, Event participation)

2. My Lead Nurturing System

Marketing CRM

  • Current Platform: Mailchimp & Other CRM
  • Automation capabilities: Email automation, Event-based triggers, Segmentation
  • Recommended improvements or replacements: Consider ActiveCampaign for more advanced automation and SMS capabilities.

Sales CRM

  • Current platform: Not mentioned but should consider a CRM that complements with the marketing CRM
  • Recommended replacement: Pipedrive due to its easy integration with ActiveCampaign and inexpensive pricing

Automated Follow-Ups

  • Post-discovery call follow-up inviting to Financial Snapshot & Analysis
  • Post-lead magnet download reminder for booking a discovery call
  • Trigger event: Incomplete booking process, Non-attendance to booked calls/events

Newsletter

  • Frequency: Weekly release
  • Topics: Success stories, Financial management tips, Event announcements

Retargeting & Ads

  • Meta remarketing: Focus on users who have interacted with the site or events but have not converted
  • Google Ads: Keywords related to 'Cash Flow Advisor' and 'Financial Advisor'

Social Media and Content

  • Posting frequency: 2-3 times per week
  • Content type: Tips, Success stories, Event reminders

Webinars and Events

  • Suggested cadence: Bi-monthly financial management webinars using Zoom or Eventbrite

Other Nurture Channels

  • Chatbot (Intercom or Drift) for website to answer basic queries and shedule calls
  • SMS follow-ups, particularly for event reminders

3. Sales Conversion Strategy

Sales Process

  • Refine Discovery Call script for consistency and clear value proposition
  • Post-Discovery Call: Send personalized email with follow-up details
  • Improve intake form design for easier completion by clients
  • Use automated scheduling tool (e.g., Calendly) for Strategy Session bookings

Sales Assets

  • Develop a customized proposal template emphasizing on unique selling proposition and core benefits
  • Create a visual step-by-step guide of the sales process for transparency
  • Have a 'Frequently Asked Questions' document ready to address common objections

Testimonials and Case Studies

  • Request testimonials post-Strategy Session, highlighting specific results or experiences
  • Feature testimonials prominently on the website and in proposals
  • Document successful case studies, focusing on diverse fields (trades, women entrepreneurs, young professionals)

Conversion Rate Insights

  • Track Discovery to Strategy Session conversion rates
  • Test different messaging for Discovery Calls to improve conversions

Urgency and Offers

  • Offer limited-time bonuses (e.g., additional Cash Flow Analysis Session)
  • Promote urgency via limited availability

Guarantees and Risk Reversal

  • Emphasize transparency and modify terms if needed for increased trust
  • Offer a 'Money-back Guarantee' if no beneficial strategies are discovered during session

Shock and Awe

  • Send a personalized 'thank you' video message post-Discovery Call
  • Mail a 'Financial Planning Starter Kit' after a successful Strategy Session
After
(Customer)

1. How I Deliver a World Class Experience

Onboarding Experience

  • Welcome email with a digital welcome kit containing process overview, contact details and next steps.
  • Kickoff call to explain the process, set the expectations and answer initial questions.

Communication Cadence

  • Bi-weekly progress updates via email or video calls.
  • Monthly counseling call to discuss finance, personal growth and business challenges.

Client Education

  • Access to resources such as 'Financially Flourishing' newsletters, webinars and e-books.
  • Invites to Phoenix Cash Flow-ers Community events for knowledge sharing and networking.

Personalized Touches

  • Birthday and business anniversary wishes with personalized financial tips.
  • Surprises on achieving significant financial milestones. Celebrate client successes.

Visuals and Documentation

  • Quarterly progress reports showing financial growth using simple visuals and infographics.
  • Document all strategic conversations to revisit and revise if needed.

Feedback and Proactive Support

  • Periodic client satisfaction surveys and feedback calls to detect issues and improve services.
  • Dedicated support channel for queries and issues.

Guarantee or Promise

  • Transparent pricing with no hidden costs. Service satisfaction guarantee.
  • Immediate refunds for dissatisfied clients.

Operational Excellence

  • Appointments scheduled at client's convenience. Respecting client time and punctuality.
  • Transparent processes, timely communications and a professional approach.

2. How I Increase Customer Lifetime Value

Renewals & Contracts

  • Offer auto-renewal options with small discounts to encourage annual memberships.
  • Introduce multi-year contracts with price lock for long-term commitment.

Upsells & Cross-Sells

  • Include advanced services, like premium investment advisories or high-level tax strategies, as upsells.
  • Propose cross-selling bookkeeping or tax preparation services.

Bundling & Packaging

  • Combine basic advisory and insurance planning into pre-packaged bundles.
  • Create tiered offerings with increasing value like 'Standard', 'Plus', and 'Premier' packages.

Loyalty & Retention Programs

  • Implement a referral program, rewarding current customers for bringing in new ones.
  • Payback program for loyal customers offering a discount or special treatment on future deals.

Custom Services and Personalization

  • Offer personalized one-on-one consultations to higher tiered customers.
  • Provide custom financial plans for businesses with specific industry requirements.

Pricing Strategy

  • Introduce loyalty discounts for customers who stay for longer period.
  • Offer scheduled pricing tiers aligned with customer cash flow improvements.

Customer Data and Insights

  • Use CRM data to identify client's specific needs for personalized service offers.
  • Leverage churn analytics, triggering outreach to customers who seem to show signs of leaving.

3. How I Orchestrate And Stimulate Referrals

Referral Incentives

  • Discount on next financial consultation for referrers
  • Exclusive Wealth Management eBook for referees

Shareable Assets

  • Customizable 'I trust Alpha Omega for my finances' social media post templates
  • Printable referral cards aligning with Alpha Omega's wealth growth ethos

Timing and Triggers

  • Ask for referrals post Strategy Session and Successful Quarterly Check-ins
  • Automated email to ask for referrals 2 weeks post Personalized Implementation

Client Success Stories

  • Collect testimonials after Annual Review. Share inspiring stories across social media channels and in newsletters.

Referral Contests

  • Quarterly 'Refer & Win' contest with a financial planning book bundle as the prize

Partner or Affiliate Programs

  • Collaboration with local business group leaders and influencers in the finance domain

Thank-You Experience

  • Handwritten thank-you notes for referrers.
  • Public recognition for top referrers in the 'Financially Flourishing' newsletters

Take Your Marketing Plan to the Next Level

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