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Before (Prospect)

1. My Target Market

Primary Target Market Summary

  • Growth-minded U.S. entrepreneurs and experts, 30–65, who need a clear pitch that wins clients, deals, and speaking opportunities.

Audience Type

  • B2C
  • Entrepreneurs
  • Small business owners
  • Consultants
  • Coaches
  • Speakers
  • Sales professionals

Needs – Primary Buying Considerations

  • Clear, concise message that explains their value fast
  • Practical pitch framework they can use immediately
  • More confidence in networking, sales, and speaking
  • Stronger differentiation in crowded markets
  • Better client attraction and conversion outcomes
  • Live guidance, feedback, and accountability
  • Credible training with workbook, videos, and group support

Demographics

  • Age Range: 30–65
  • Gender: All genders
  • Geography: United States
  • Income Level: $75,000 to $500,000+
  • Profession: Entrepreneur, consultant, coach, speaker, sales professional, business owner

Psychographics

  • Lifestyle: Ambitious, business-focused, active in networking and personal growth
  • What they value: Authenticity, confidence, clarity, connection, and measurable results
  • Pain Points: Struggle to explain value clearly; feel forgettable; lose leads due to weak messaging
  • Buying Behavior: Invests in training; responds to paid traffic, webinars, referrals, and social proof

Secondary Target Market (only if applicable)

  • Existing clients ready to deepen authority and monetization after the master class.
  • Graduates who want advanced speaker training
  • Clients seeking higher-level coaching or Inner Circle support
  • Buyers aiming to scale revenue, influence, and premium positioning

2. My Message to My Target Audience

Refined Elevator Pitch

  • Forbes Riley helps entrepreneurs and experts craft clear, compelling pitches through the Ultimate Pitch Formula, so they can spark confidence, stand out fast, and hear "tell me more."

Understanding Their Pain Points

  • They struggle to explain their value in a clear, memorable way
  • They know they’re good, but their message falls flat in key moments
  • They ramble, undersell themselves, or lose interest before the next step

Transformation

  • Turn vague introductions into sharp, persuasive pitches
  • Feel confident, natural, and fully aligned when speaking about their work
  • Win more clients, partnerships, sales, and speaking opportunities

Unique Selling Proposition (USP)

  • Built around the Ultimate Pitch Formula, not generic speaking tips
  • Teaches what to say and how to make people instantly get your value
  • Includes workbook, videos, and live group training for real-world practice

Brand Values & One-Liners

  • You’re one pitch away
  • Clarity creates connection
  • Say it so people get it
  • Confidence starts with the right words
  • Be remembered for what makes you different

Tone

  • Bold, clear, and confidence-building. It should feel empowering, practical, and personal.

Hero Text Idea

  • Flag Text: Entrepreneurs, Coaches, Speakers
  • Main Headline: Turn your pitch into your most powerful sales tool
  • Sub Headline: Stop rambling and start being remembered. Learn the Ultimate Pitch Formula to say what you do with confidence and get more people saying, "tell me more."
  • CTA: Join the Master Class

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

Website

  • Keep GoHighLevel; build a fast VSL landing page for Master Class enrollments
  • Lead with: Turn your pitch into your most powerful sales tool
  • Add proof blocks: before after pitches, wins, testimonials, speaker clips
  • Create paths for webinar, direct buy, and strategy call applications
  • Add sticky CTA: Join the Master Class on desktop and mobile
  • Track page view, webinar opt in, checkout start, purchase, upsell take rate
  • Track video watch 25, 50, 75 and CTA clicks on VSL pages
  • Track booked calls from alumni upsell pages to speaker training
  • Prioritize mobile first; social and webinar traffic skews mobile for this audience
  • Keep desktop optimized for checkout, webinar replay, and long form testimonials

Social Media

  • Focus on LinkedIn, Instagram, YouTube, Facebook, and limited TikTok testing
  • LinkedIn: 4 posts weekly on pitch tips, client wins, hot takes, event clips
  • Instagram: 4 Reels weekly with pitch makeovers and confidence coaching
  • YouTube: 1 weekly video on pitch formulas, examples, and teardown sessions
  • Facebook: 3 posts weekly in brand page plus lives tied to webinar invites
  • TikTok: test 3 short clips weekly repurposed from Reels and stage moments
  • Weekly live: Fix My Pitch Friday on Instagram, Facebook, or LinkedIn Live
  • Post carousels: 7 pitch mistakes, before after scripts, networking openers
  • Use clips from speaking events as authority assets and paid ad creatives
  • Feature client pitch audits with permission to show transformation live

Paid Advertising

  • Scale Meta ads to webinar and low friction lead magnet funnels
  • Run video view campaigns using pitch makeover clips and stage authority videos
  • Retarget site visitors with webinar invites, testimonials, and urgency creatives
  • Use Lead Ads for webinar registration with calendar reminders via GoHighLevel
  • Run YouTube in stream ads against public speaking and sales training content
  • Target Google Search for pitch coaching, elevator pitch help, speaking confidence
  • Bid on high intent terms like elevator pitch examples for business owners
  • Test LinkedIn sponsored content to coaches, consultants, founders, speakers
  • Use LinkedIn lead gen for premium upsell, not cold traffic to core offer
  • Build segmented retargeting for webinar no shows, cart abandons, and alumni
  • Use advertorial style pages for cold traffic before webinar registration
  • Launch affiliate or partner tracked campaigns for JV webinar promotions

Content Recommendations

  • Record Pitch Makeover Mondays with one weak pitch rewritten in 60 seconds
  • Create a Tell Me More series showing strong intros by niche
  • Publish networking scripts for coaches, consultants, and speakers
  • Make objection content: I do too many things to have one pitch
  • Share client case stories tied to sales calls, stages, and partnerships won
  • Create short videos on first 10 seconds, one liner, and call to action
  • Post event ready content before major conferences and networking seasons
  • Turn workbook exercises into carousel posts and lead magnet previews
  • Create a pitch scorecard quiz to segment leads by clarity level

Podcasts

  • Start a monthly show: You’re One Pitch Away with live pitch coaching
  • Pitch guest spots on The Jasmine Star Show for entrepreneurs and marketers
  • Pitch guest spots on Online Marketing Made Easy with Amy Porterfield
  • Pitch guest spots on The Goal Digger Podcast with Jenna Kutcher
  • Pitch guest spots on The Amy Porterfield podcast network guest episodes
  • Pitch guest spots on Entrepreneurs on Fire for founder audience reach
  • Pitch guest spots on The Speaker Lab Podcast for speaker focused buyers
  • Pitch guest spots on Business Made Simple with Donald Miller
  • Pitch guest spots on Smart Passive Income with Pat Flynn
  • Pitch guest spots on Women Selling Online for offer and messaging angles
  • Use a podcast one sheet with topic hooks and before after pitch examples

Directories

  • Optimize Google Business Profile if live events or local workshops are offered
  • Join National Speakers Association member directory for credibility and leads
  • Join eSpeakers profile directory for speaker visibility and social proof
  • Create a SpeakerHub profile with workshop and keynote topics
  • List events on Eventbrite to capture discovery for pitch workshops and webinars
  • Submit podcast guest profile to PodMatch for ongoing interview opportunities
  • Build Alignable profile for local business owner referrals and partnerships

Publications

  • Contribute to Entrepreneur on messaging, networking, and sales communication
  • Pitch articles to Inc. on founder storytelling and pitch clarity
  • Pitch Forbes Coaches Council if membership is active and aligned
  • Contribute to Fast Company on communication and executive presence topics
  • Pitch Success Magazine on confidence, influence, and growth through messaging
  • Submit expert commentary to Business Insider leadership contributor requests
  • Write for Speaker Magazine through National Speakers Association channels

Partnerships & Outreach

  • Partner with business coaches serving 6 figure entrepreneurs for webinar swaps
  • Partner with mastermind hosts needing guest training on pitching and messaging
  • Partner with local chambers for lunch and learn pitch workshops
  • Partner with coworking brands like Industrious and WeWork local communities
  • Partner with BNI chapters for guest trainings on stronger introductions
  • Partner with SCORE chapters for small business workshops and referrals
  • Partner with women entrepreneur groups like NAWBO chapters and Ellevate
  • Partner with speaker coaches and PR consultants for cross referrals
  • Partner with CRM and funnel consultants serving coaches and experts
  • Create a referral kit with email copy, graphics, and partner tracking links

SEO and Content

  • Target keywords: elevator pitch examples, pitch for business owner, value proposition
  • Target keywords: how to introduce yourself in networking, pitch coaching
  • Build pages for coaches, consultants, speakers, and sales professionals
  • Publish comparison posts: elevator pitch vs value proposition vs personal brand
  • Create webinar replay posts optimized for pitch and messaging search terms
  • Add FAQ schema on pricing, outcomes, format, and who it is for
  • Create testimonial pages by persona to rank for niche intent searches
  • Use YouTube transcripts as blog posts to expand long tail coverage

Offline and Local Media

  • Speak at local chamber events, SBA workshops, and entrepreneur meetups
  • Host live pitch clinics at coworking spaces in major metro areas
  • Sponsor name badge or networking lounge at business conferences
  • Bring a Pitch Doctor booth to expos for live two minute makeovers
  • Use printed pitch scorecards and QR cards driving to webinar signup
  • Run small direct mail to mastermind hosts and event planners with invite kit
  • Seek local TV lifestyle or business segments on confidence and communication

Online Events

  • Run a weekly live webinar: The 3 Pitch Mistakes Costing You Clients
  • Host monthly Pitch Hot Seat workshops with live audience feedback
  • Offer quarterly five day challenge: Craft Your Tell Me More Pitch
  • Invite JV partners to co host niche webinars for coaches and consultants
  • Use webinar exits to offer same day enrollment bonuses and fast action calls
  • Segment follow up for attendees, no shows, buyers, and alumni upsell paths

Online Networking

  • Be active in LinkedIn groups for coaches, consultants, and speakers
  • Join Facebook groups: Women Helping Women Entrepreneurs and Boss Mom
  • Join Facebook groups for online coaches and course creators with clear rules
  • Engage in Reddit communities for entrepreneurs and public speaking carefully
  • Use Quora answers on elevator pitch and networking topics with CTA to quiz
  • Join Alignable groups for local business owner conversations and referrals

Cold Outreach

  • Send LinkedIn messages to mastermind hosts, event planners, and coach leaders
  • Target podcast hosts covering entrepreneurship, speaking, and online business
  • Email chamber directors offering a free pitch workshop for members
  • Email conference organizers with a session: Say It So People Get It
  • Outreach to agencies serving experts who need stronger founder messaging
  • Prospect past webinar leads with personalized pitch audit invitations
  • Re engage alumni with upsell invites to speaker training and Inner Circle
During (Lead)

1. My Lead Capture System

Lead Magnet

  • Pitch Scorecard Quiz: score clarity, confidence, and memorability in 3 minutes
  • Best for cold paid traffic and social traffic from entrepreneurs and experts
  • Outcome: personalized score, top mistake, and next step to improve fast
  • Lead magnet CTA: Get Your Pitch Score + Fix Plan
  • 21 Plug-and-Play Pitch Templates by niche: coach, consultant, speaker, sales pro
  • Best for search traffic and retargeting audiences needing immediate language help
  • Outcome: swipe copy they can customize before calls, events, and networking
  • Lead magnet CTA: Download the Pitch Template Pack
  • Free 15-Min Pitch Fix Video Training with workbook page
  • Best for warm traffic from podcasts, referrals, and speaking engagements
  • Outcome: quick win on first line, value statement, and call to action
  • Lead magnet CTA: Watch the Free Pitch Fix Class
  • The 7 Pitch Mistakes Costing You Clients PDF checklist
  • Best for Meta lead ads and LinkedIn lead gen with low friction opt-ins
  • Outcome: diagnose why people look confused or disengage quickly
  • Lead magnet CTA: Get the Checklist
  • Webinar: The 3 Pitch Mistakes Costing You Clients
  • Best for qualified leads ready for education and offer transition
  • Use as primary conversion event from paid traffic and partner promotions
  • Add persona-specific opt-ins for coaches, consultants, speakers, sales pros

Tripwire Offer

  • $27 Pitch Audit Mini-Workshop with 3 real examples and rewrite formula
  • Include a workbook and one fast-action bonus template pack
  • Goal: convert low-intent leads into buyers and qualify master class prospects
  • $47 Live Pitch Clinic ticket with hot seat coaching and replay
  • Position as a low-risk preview of Forbes Riley's teaching style
  • Offer order bump: $17 Networking Openers Script Pack
  • One-click upsell: apply ticket credit toward Master Class in 7 days

Welcome Sequence

  • Email 1: deliver lead magnet and promise one quick pitch fix
  • Email 2: teach the 3 parts of a tell-me-more pitch with example
  • Email 3: share before-after client pitch makeover with result
  • Email 4: invite to webinar or Pitch Clinic based on engagement
  • Email 5: handle objection: I do too many things to have one pitch
  • Email 6: present Master Class with workbook, videos, and live group training
  • Email 7: urgency email with deadline, bonus, or price increase
  • SMS for webinar leads: confirm, 24-hour, 1-hour, and 10-minute reminders
  • Trigger ringless voicemail for webinar no-shows with replay CTA
  • Retarget engaged leads with testimonial ads and pitch makeover clips

Segmentation

  • Tag by persona: entrepreneur, consultant, coach, speaker, sales professional
  • Tag by source: Meta, YouTube, Google, LinkedIn, partner, podcast, referral
  • Tag by lead magnet: quiz, templates, checklist, webinar, clinic
  • Tag by intent: cold lead, engaged lead, webinar attendee, buyer, alumni
  • Tag by score: weak clarity, weak confidence, weak differentiation, strong fit
  • Tag by behavior: watched VSL 50%+, clicked sales page, checkout started, no buy
  • Route high-intent leads to application or strategy call for premium upsells
  • Build separate follow-up for Master Class buyers vs alumni upsell paths

Chatbot and Automation

  • Add site chat prompt: Want a stronger pitch? Take the 3-minute scorecard
  • Add exit-intent pop-up offering checklist or templates on sales pages
  • Use quiz completion to auto-send score-based email path and webinar invite
  • Trigger abandoned checkout emails at 1 hour, 24 hours, and 72 hours
  • Trigger SMS after checkout abandonment if consent exists
  • Auto-book reminders and follow-up for discovery calls and live clinics
  • Create no-show workflows for webinar, clinic, and strategy calls
  • Use lead scoring in GoHighLevel for clicks, attendance, and repeat visits
  • Alert sales team when a lead hits score threshold or visits pricing twice
  • Add hidden fields to forms for campaign, ad, persona, and partner attribution

CRM and Tech Improvements

  • Keep GoHighLevel as core CRM, forms, automation, SMS, and calendar hub
  • Create one pipeline for lead to Master Class and one for alumni upsells
  • Standardize opportunity stages: opt-in, engaged, webinar, offer, won, lost
  • Build dashboards for CPL, quiz completion, webinar show rate, CAC, ROAS
  • Track form conversion by page, source, device, and persona segment
  • Install event tracking for quiz starts, quiz completions, VSL watch, checkout start
  • Add UTMs to all paid, partner, podcast, and social campaigns
  • Sync purchase tags to trigger onboarding and later upsell sequences
  • Use calendar routing only for high-intent or alumni premium opportunities
  • Review lead quality weekly by source, score, attendance, and conversion rate

2. My Lead Nurturing System

Marketing CRM

  • Current platform: GoHighLevel for forms, email, SMS, workflows, calendars
  • Fit is strong for current size, paid traffic volume, and webinar-first funnel
  • Build custom fields for persona, source, lead magnet, score, and upsell readiness
  • Use lead scoring for quiz completion, webinar attendance, sales page visits, checkout starts
  • Add UTM capture on every form, quiz, webinar page, and partner link
  • Create dashboards for CPL, webinar show rate, CAC, ROAS, and lead-to-sale rate
  • Trigger onboarding tags on purchase to separate buyers from prospects fast

Sales CRM

  • Current platform: GoHighLevel opportunities and pipeline management
  • Pipeline 1: Opt-in, Engaged, Webinar Registered, Attended, Offer Viewed, Won, Lost
  • Pipeline 2: Master Class Buyer, Active Student, Alumni, Speaker Training, Inner Circle
  • Auto-create opportunities when leads hit score threshold or attend webinar
  • Alert team when lead visits pricing page twice in 7 days
  • Route only high-intent leads to strategy calls or premium upsell applications
  • Log source and persona on every opportunity for weekly lead quality review

Automated Follow-Ups

  • Welcome sequence: 7 emails over 10 days after quiz, checklist, templates, or free class opt-in
  • Email 1: deliver asset plus 1 quick pitch fix within 5 minutes of opt-in
  • Email 2: teach the 3-part tell-me-more pitch with one niche example
  • Email 3: before-after client pitch makeover with result and social proof
  • Email 4: invite to webinar or live Pitch Clinic based on lead magnet type
  • Email 5: objection email on doing too many things to have one pitch
  • Email 6: offer Master Class with workbook, videos, and live group training
  • Email 7: urgency with bonus, deadline, or price-rise reminder
  • Webinar reminders: email plus SMS at instant, 24h, 1h, and 10m before start
  • Webinar attendee follow-up: 4 emails in 72 hours with replay, FAQs, testimonials, CTA
  • Webinar no-show follow-up: replay email, SMS, and ringless voicemail within 2 hours
  • Checkout abandonment: email at 1h, 24h, and 72h with FAQ and testimonial proof
  • SMS abandonment: 2 touches at 3h and 24h if consent exists
  • Reactivation: 5-email sequence after 60 days inactive with quiz retake or live clinic invite
  • Buyer nurture: onboarding email, SMS reminders, session reminders, and completion prompts
  • Alumni upsell: start 21 days after program completion to speaker training or Inner Circle

Newsletter

  • Frequency: 2 times monthly to all non-buyers and alumni with segmented CTAs
  • Pillar 1: pitch makeovers and before-after examples by persona
  • Pillar 2: client wins from sales calls, stages, partnerships, and networking
  • Pillar 3: objection busting like vague offers, rambling, and low confidence
  • Pillar 4: invites to webinar, hot seat clinic, or challenge
  • Segment by persona, lead score, buyer status, and engagement level
  • Send alumni version with authority-building and premium offer invitations

Retargeting & Ads

  • Meta: retarget site visitors with webinar invites, testimonials, and urgency creatives
  • Meta: separate audiences for quiz leads, webinar no-shows, and checkout abandoners
  • YouTube: retarget video viewers with pitch makeover clips and master class proof
  • Google Display: retarget sales page visitors with workbook and live training angles
  • LinkedIn: retarget warm professionals with authority-led ads for premium upsells
  • Ad cadence: 7-day urgency ads, 30-day proof ads, 60-day nurture ads
  • Creative types: before-after pitches, student wins, Forbes clips, objection videos
  • Exclude recent buyers and active students from core offer campaigns

Social Media and Content

  • LinkedIn: 4 posts weekly on pitch tips, networking wins, and authority positioning
  • Instagram: 4 Reels weekly with pitch rewrites, confidence coaching, and webinar promos
  • YouTube: 1 weekly long-form video on pitch formulas, examples, and teardown sessions
  • Facebook: 3 posts weekly plus live reminders tied to webinar and clinic invites
  • Weekly live: Fix My Pitch Friday on LinkedIn, Instagram, or Facebook Live
  • Repurpose workbook exercises into carousels, email stories, and retargeting creatives
  • Use content CTAs to quiz, templates, webinar, or low-ticket Pitch Clinic
  • Tone: bold, clear, practical, and confidence-building

Webinars and Events

  • Weekly webinar: The 3 Pitch Mistakes Costing You Clients
  • Monthly live Pitch Hot Seat workshop with audience feedback and replay offer
  • Quarterly 5-day challenge: Craft Your Tell Me More Pitch
  • Use webinar as main bridge from paid traffic to Master Class enrollment
  • Offer same-day bonus for attendees who enroll within 24 hours
  • Segment follow-up by attendee, no-show, buyer, and alumni
  • Invite JV partners monthly for niche webinars for coaches, consultants, or speakers

Other Nurture Channels

  • SMS via GoHighLevel for webinar reminders, cart recovery, and live clinic prompts
  • Site chat prompt: Want a stronger pitch? Take the 3-minute scorecard
  • Exit-intent pop-up on sales pages for checklist or template pack capture
  • Ringless voicemail for webinar no-shows with replay deadline CTA
  • Quiz automation: send score-based email path by clarity, confidence, or differentiation gap
  • Calendar reminders for strategy calls and premium upsell applications
  • Hidden form fields for ad, campaign, partner, and persona attribution

3. Sales Conversion Strategy

Sales Process

  • Route paid traffic to webinar, VSL, or pitch scorecard based on intent
  • Add 3 paths: direct buy, webinar, or fast action strategy call
  • Use quiz to segment by coach, consultant, speaker, or sales pro
  • Trigger tailored follow up by persona, score, and behavior
  • Send SMS and email reminders before webinar, replay, and cart close
  • Offer same day enrollment bonus on webinar exit and replay page
  • Add order bump: Pitch Review Checklist or bonus implementation guide
  • Add two step checkout to capture abandons before payment drop off
  • Trigger cart abandon sequence at 1 hour, 24 hours, and 72 hours
  • Include FAQ block near CTA: time, fit, results, and support
  • Add mobile sticky CTA on VSL, webinar replay, and sales pages
  • Use alumni upsell path at week 3, graduation, and 14 days post program
  • Book speaker training calls only after master class purchase or completion
  • Create sales SOP for lead response within 5 minutes during business hours
  • Use call script for warm leads who click pricing but do not purchase

Sales Assets

  • Build webinar script: pain, pitch mistakes, proof, offer, urgency, CTA
  • Create VSL script with before after pitch examples by niche
  • Create objection script for I do too many things to have one pitch
  • Create objection script for I can figure this out myself
  • Create objection script for I am not good on video or live calls
  • Create objection script for I need to think about it
  • Create objection script for budget and timing concerns
  • Build one page offer sheet with outcomes, format, bonuses, and fit
  • Create comparison chart: weak pitch vs Ultimate Pitch Formula result
  • Add case study deck for sales calls and partner presentations
  • Create ROI sheet tied to more leads, meetings, and speaking wins
  • Write follow up scripts for webinar no shows and replay watchers
  • Build partner swipe copy for webinar promos and referral outreach
  • Create onboarding email that reinforces buying decision and next steps

Testimonials and Case Studies

  • Collect wins at week 2, graduation, and 30 days after completion
  • Ask for proof tied to leads, sales calls, speaking gigs, and confidence
  • Use before after pitch clips as strongest proof asset
  • Gather niche specific stories for coaches, consultants, and speakers
  • Add Wall of Love page with video clips and short written wins
  • Place testimonials beside CTA, checkout, webinar replay, and FAQ
  • Add proof bar on sales page with logos, stages, and media mentions
  • Use partner ready case studies for webinar swaps and affiliates
  • Request alumni referrals after documented win or public milestone

Conversion Rate Insights

  • Track webinar registration to attendance rate by traffic source
  • Track attendance to offer view and offer view to purchase
  • Track VSL watch at 25, 50, 75 and purchase rate by segment
  • Track quiz completion to webinar registration and purchase rate
  • Track checkout start to paid order and order bump take rate
  • Track SMS reply rate and booked call rate from warm lead follow up
  • Set goal: improve checkout completion by 15 percent in 90 days
  • Set goal: improve webinar attendee close rate by 20 percent
  • Review drop off weekly and rewrite weak sections of page or webinar

Urgency and Offers

  • Use cohort based enrollment with clear start and close dates
  • Cap live group seats to protect feedback quality and access
  • Offer fast mover bonus: live pitch teardown for first 20 buyers
  • Offer same day bonus: private pitch review template and examples
  • Use seasonal angles before conference, launch, and networking seasons
  • Run partner only bonus during JV webinars to lift conversion
  • Add deadline stack on replay page with countdown and bonus expiry
  • Use message: one weak pitch can cost your next client or stage
  • Use message: be ready before your next intro, meeting, or event

Guarantees and Risk Reversal

  • Offer 7 day action based guarantee after first live session
  • Require workbook completion and session attendance for guarantee
  • Promise clarity outcome: leave with a finished core pitch draft
  • Offer make up replay access if live date is missed
  • Add confidence assurance: get feedback until your pitch feels natural
  • State guarantee near CTA, checkout, and webinar close section

Shock and Awe

  • Send new buyers a welcome video with Forbes naming their goal
  • Mail premium workbook to higher ticket buyers when margin allows
  • Include handwritten style note: You are one pitch away
  • Surprise top engaged prospects with a mini pitch audit video
  • Gift alumni a referral reward after first successful introduction
After (Customer)

1. How I Deliver a World Class Experience

Onboarding Experience

  • Instant welcome email with login, schedule, and "Start Here" checklist
  • 2-minute welcome video from Forbes setting tone and outcomes
  • Pre-class intake form captures business, audience, and current pitch
  • CRM tags each student by role: coach, speaker, consultant, sales pro
  • Personalized kickoff email references their role and top pitch goal
  • Digital welcome kit includes workbook, session dates, and support contacts
  • Calendar invites sent for all live trainings with reminder sequence
  • Pre-work asks for a 30-second current pitch submission before week one
  • First-win survey asks: where will you use this pitch first?
  • Private onboarding page shows next steps in one clear sequence

Communication Cadence

  • Confirmation email immediately after purchase with clear next actions
  • 7 days before start: prep email with workbook and tech checklist
  • 3 days before start: reminder with link to submit current pitch
  • 24 hours before each session: email and SMS reminder via GoHighLevel
  • 1 hour before live training: short hype text with session focus
  • Post-session recap sent within 12 hours with replay and action step
  • Mid-program check-in asks confidence score from 1 to 10
  • Missed-session workflow sends replay, notes, and catch-up checklist
  • Weekly progress email celebrates wins and previews next milestone
  • Final week email outlines next-step options without hard selling

Client Education

  • "Pitch Quickstart" guide helps students avoid common messaging mistakes
  • Short training videos break down hook, problem, solution, and result
  • Example pitch library by audience type and business model
  • FAQ hub covers tech, homework, feedback, and live call etiquette
  • Fill-in worksheet helps turn rambling into a repeatable pitch
  • Cheat sheet: 10 strong pitch openers and 10 weak phrases to avoid
  • Practice prompts for networking, podcasts, stages, and sales calls
  • Confidence drills help students sound natural, not scripted
  • Bonus lesson: how to adapt one pitch for 30, 60, and 120 seconds
  • Graduation guide shows how to keep refining after the program ends

Personalized Touches

  • Welcome message uses their first name and stated pitch goal
  • Forbes records quick Loom shout-outs for standout submissions
  • Celebrate first pitch submission with a "You're one pitch away" email
  • Handwritten note mailed to select high-engagement students each cohort
  • Birthday email with a confidence-themed surprise resource
  • Milestone badge awarded for submitting first revised pitch
  • Spotlight one student win each week in the group community
  • Graduation certificate includes their signature pitch headline
  • Personal congrats DM when a student shares a client or speaking win
  • Alumni invited to a surprise live "Pitch Polish" session after graduation

Visuals and Documentation

  • Before-and-after pitch snapshots show transformation clearly
  • Pitch scorecard tracks clarity, confidence, memorability, and curiosity
  • Progress dashboard inside portal shows completed lessons and tasks
  • Session recaps include key takeaways, homework, and best examples
  • Students keep a final polished pitch doc for easy future updates
  • Swipe file includes sample bios, intros, and networking one-liners
  • Final recap email summarizes progress and next best use cases
  • Collect testimonial videos using a simple guided prompt template

Feedback and Proactive Support

  • Pulse survey after week one catches confusion early
  • Confidence and clarity score tracked at start, midpoint, and finish
  • Support inbox SLA: response within one business day
  • Low-engagement trigger launches encouragement email and check-in text
  • NPS survey sent after completion with follow-up for low scores
  • Objection log tracks repeated questions to improve future cohorts
  • Session feedback form asks: what clicked, what confused, what next?
  • Students can submit one pitch for structured written feedback
  • Recovery workflow offers bonus office hour if tech issues disrupt access
  • Top feedback themes reviewed after each cohort to improve delivery

Guarantee or Promise

  • Clear promise: leave with a sharper pitch you can use immediately
  • 7-day satisfaction guarantee before second session begins
  • If the program feels misaligned, apply credit to another offer
  • Replay access promise for every live session attended or missed
  • Confidence promise: complete the work and get one bonus review round

Operational Excellence

  • Every live session starts and ends on time
  • Slide design stays clean, bold, and easy to follow
  • Tech check completed before each session to avoid delays
  • Moderator manages chat, questions, and support during live calls
  • All links, replays, and files stored in one easy portal
  • Naming conventions stay consistent across emails, portal, and calls
  • Mobile-friendly emails and pages for busy entrepreneurs on the go
  • Branded templates create a polished, premium feel without complexity
  • GoHighLevel automations handle reminders, tagging, and follow-ups
  • Post-cohort review meeting documents issues and upgrades for next round

2. How I Increase Customer Lifetime Value

Upsells & Cross-Sells

  • Offer 90-minute Pitch Intensive at $1,500 to graduates within 14 days of completion
  • Add VIP hot seat upgrade with live pitch critique for $297 during checkout
  • Sell private 1:1 pitch rewrite session at $750 after week 2 confidence dip
  • Upsell graduates into $2,000 Inner Circle with monthly messaging reviews
  • Route top performers to $10k speaker training with application sent in week 4
  • Add Done-With-You bio and speaker intro package at $497
  • Offer team training add-on for clients with staff or sales teams at $2,500+
  • Cross-sell pitch video review subscription at $99 per month for ongoing feedback

Bundling & Packaging

  • Create 3 tiers: Self-Study, Master Class, VIP Implementation Day
  • Bundle workbook, videos, and 2 extra live clinics into premium tier
  • Package Master Class plus Inner Circle at 15% savings if bought together
  • Create Speaker Authority Bundle: Master Class, bio rewrite, speaker sheet, training
  • Offer alumni bundle with quarterly refresh workshop and annual pitch audit

Loyalty & Retention Programs

  • Launch alumni community with monthly Pitch Lab and peer feedback access
  • Give graduates member pricing on future workshops and live events
  • Offer referral credits for alumni who bring in new Master Class students
  • Create milestone badges for completion, pitch submission, and wins shared
  • Reward repeat buyers with bonus private review after second program purchase
  • Run 30-60-90 day follow-up challenge to keep pitches active and improve results

Custom Services and Personalization

  • Add white-glove messaging audit for websites, bios, and sales intros at $1,200
  • Offer personalized pitch review videos with timestamped feedback at $149 each
  • Create industry-specific pitch clinics for coaches, speakers, and consultants
  • Add VIP onboarding call to define goals and tailor practice examples
  • Offer custom speaker reel messaging consult for graduates pursuing stages

Pricing Strategy

  • Raise Master Class price 10% to 15% if close rates stay steady for 30 days
  • Test $997 standard and $1,497 VIP tier with extra critiques and faster feedback
  • Offer split pay only on premium tiers to protect cash flow and lift AOV
  • Give $300 credit toward Inner Circle if they join within 7 days of graduation
  • Offer annual alumni membership at $588 instead of $708 monthly equivalent
  • Prepay incentive: buy Master Class plus Inner Circle upfront and save 12%
  • Review competing pitch and speaker programs quarterly and raise premium tiers first

Customer Data and Insights

  • Track buyer source to identify which channels produce highest LTV buyers
  • Tag contacts by goal: clients, speaking, sales, authority, partnerships
  • Build post-class scoring based on attendance, homework, and pitch submission
  • Trigger upsell offers by engagement level inside GoHighLevel automations
  • Send NPS and outcome survey at days 7, 30, and 90 after completion
  • Track conversion from Master Class to Inner Circle and $10k training monthly
  • Flag churn risks when members miss live sessions or stop opening emails
  • Log wins like client closes and speaking bookings for testimonial and upsell timing

Renewals & Contracts

  • Convert alumni support into 6-month or 12-month continuity membership
  • Offer 2 months free on annual alumni plan paid upfront
  • Present Inner Circle renewal offer 21 days before term end with bonus review call
  • Add fast-action renewal bonus: private pitch audit if renewed before expiration
  • Use completion week to pitch next-step plan with clear 90-day roadmap

3. How I Orchestrate And Stimulate Referrals

Referral Incentives

  • Give alumni $100 cash or account credit for each enrolled referral
  • Give referred buyers a $100 fast-action bonus or VIP Q and A upgrade
  • Offer 3 referral tiers: 1 sale bonus, 3 sales VIP day, 5 sales private strategy call
  • Add double rewards during live launch weeks and webinar campaigns
  • Give graduates exclusive access to advanced pitch review for 2 successful referrals

Shareable Assets

  • Create a referral hub in GoHighLevel with personal links and tracking
  • Provide swipe copy for email, text, LinkedIn, and Facebook posts
  • Offer a 30-second share script: You are one pitch away
  • Create a one-page invite PDF for networking groups and masterminds
  • Build a guest webinar page partners can share with their audience
  • Mail branded referral cards for live events, stages, and workshops
  • Give alumni before and after pitch story templates to post socially

Timing and Triggers

  • Ask after week 2 when clients hear positive feedback on their new pitch
  • Ask at graduation when confidence and results are highest
  • Trigger referral asks after testimonials, wins, and breakthrough moments
  • Add automated referral invites 7, 21, and 45 days after program completion
  • Prompt coaches to ask when clients say tell me more is happening more often
  • Trigger asks after clients join Inner Circle or speaker training

Client Success Stories

  • Capture video wins at program end using 3 guided questions
  • Highlight before and after pitch transformations in email and social posts
  • Feature alumni who won clients, stages, or partnerships after the class
  • Turn top stories into short reels with captions and referral CTA
  • Add a Story of the Month spotlight with share links for alumni
  • Include a Give this to a friend CTA under every success story

Referral Contests

  • Run a quarterly Pitch Ambassador challenge with leaderboard updates
  • Reward top referrer with VIP coaching, event ticket, or brand feature
  • Give monthly shoutouts in email, community, and live sessions
  • Offer mini prizes for first referral, first sale, and most shares

Partner or Affiliate Programs

  • Recruit coaches, networking leaders, and speaker trainers as affiliates
  • Pay 20 percent to 30 percent commission per enrolled student
  • Give partners co-branded webinar decks and registration pages
  • Provide unique tracking links through GoHighLevel
  • Build an ambassador group from top graduates and Inner Circle members
  • Host partner briefing calls before each launch with scripts and deadlines

Thank-You Experience

  • Send handwritten notes to every successful referrer
  • Gift top referrers a branded journal or pitch feedback session
  • Surprise 3 plus referral champions with a private hot seat invite
  • Publicly recognize referrers in alumni emails and live trainings
  • Create a Forbes Riley Referral Wall featuring top advocates
  • Send same-day thank you texts when a referral books or enrolls

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