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Katrina Aarsman

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Before
(Prospect)

1. My Target Market

Primary Target Market Summary

  • Katrina Aarsman’s ideal customers are business owners aged 30-60, who seek to improve their cash flow and profitability and achieve balance in their lives.

Audience Type

  • B2B

Industries (if B2B)

  • Non-specific, any industry where businesses fall within the target size and financial scope

Needs – Primary Buying Considerations

  • Improved control over cash-flow and profitability
  • Support for business growth or planning for exit

Demographics

  • Age Range: 30 - 60
  • Gender: Non-specific
  • Geography: Australia
  • Profession: Business owner
  • Business Size: $150K to $5m

Psychographics

  • Lifestyle: Busy business owner, aiming for a better work-life balance
  • What they value: Clarity and control in finances, profitability, and business potential
  • Pain Points: Inefficient cash flow, lack of profitability, struggle with planning for growth or exit
  • Buying Behavior: Likely values quality consultation and measurable results
  • Decision-Making Roles:
  • Primary Decision Maker: Business owner
  • Secondary Decision Influencers: Non-specified
  • Support Roles: Non-specified

2. My Message to My Target Audience

Refined Elevator Pitch

  • Katrina Aarsman empowers business owners with regained control and clarity of their cash flow and profitability, leveraging her multi-faceted experience as an accountant, bookkeeper, and coach, so they can unlock the potential of their business and live a balanced life.

Understanding Their Pain Points

  • Cash flow and profitability management issues
  • Feeling out of control and lost in their business finances
  • Struggling to balance business growth and personal life

Transformation

  • Gaining clarity and control over business finances
  • Enjoying a balanced life alongside a thriving business
  • Experiencing business growth and increased profitability

Unique Selling Proposition (USP)

  • Offers a diverse and versatile experience in accounting, bookkeeping, and coaching
  • Provides a free profit assessment as part of the service
  • Stands uniquely amidst competitors with a personal, balanced approach to business finance

Brand Values & One-Liners

  • 'Cash flow clarity for thriving businesses'
  • 'Unlock your business potential, gain life balance'
  • 'Your partner in turning profitability into reality'

Tone

  • Katrina Aarsman communicates with a tone of reassurance, empowerment, and professional authority. Her aim is to inject faith, confidence, and calm to business owners, giving them regained control over their fortunes.

Hero Text Idea

  • Flag Text: 'Profit Coaching in Australia'
  • Main Headline: 'Regain control and clarity of your business finances'
  • Sub Headline: 'Katrina Aarsman leverages her extensive experience to help business owners unlock their business potential and lead a balanced life.'
  • CTA: 'Get Your Free Profit Assessment'

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

Website

  • Optimize the website for SEO using relevant keywords related to profit coaching, financial control, and business growth
  • Track conversions relating to Free Profit Assessment request and Contact Us page
  • Enrich website content with customer testimonials and case studies

Social Media

  • Leverage LinkedIn for posting business-oriented content and networking with business owners
  • Engage in industry-specific groups on LinkedIn to gain visibility
  • Moderate posting frequency on Facebook with emphasize on customer stories and success cases

Paid Advertising

  • Allocate budget for Google Ads targeting keywords related to business growth and financial control
  • Consider LinkedIn advertisements to target specific industries and job titles
  • Experiment with Facebook ads targeting business owners within Australia

Content Recommendations

  • Regular blog posts covering topics like cash flow management, business growth strategies, work-life balance tips
  • Client success stories showcasing the impact of the coaching service

Partnerships & Outreach

  • Collaborate with local business groups or chambers of commerce for joint events or webinars
  • Establish relationships with accountants and financial advisors for referrals

SEO and Content

  • Consistent blogging with topics revolving around cash flow, profitability, and business growth
  • Utilize keywords related to financial management and business coaching in content

Offline and Local Media

  • Sponsor or participate in local business & entrepreneurship events
  • Consider direct mail targeted towards businesses within the revenue bracket in local areas

Online Events

  • Host webinars or online workshops on topics like cash flow management, profitability improvement, or business transition planning

Online Networking

  • Engage in business owners communities on Reddit, Quora, and niche-specific forums
  • Answer relevant questions on these platforms demonstrating expertise

Cold Outreach

  • Engage potential clients via LinkedIn messages offering the Free Profit Assessment
  • Customized email campaigns to businesses falling in the target market
  • Keep content personalized and intent-based
During
(Lead)

1. My Lead Capture System

Lead Magnet

  • 'The Profit Recovery Guide': A step-by-step guide to help business owners regain control of cash flow
  • 'Triumph Roadmap': A detailed roadmap to achieving successful business growth and transition
  • 'The Profitability Quiz': An interactive questionnaire to assess and give actionable insights on business financial health

Tripwire Offer

  • 'Cash Flow Quickstart': A low-cost mini-course on managing and improving cash flow
  • 'Profit Boost Call': A discounted introductory consultation focusing on profitability improvement strategies

Welcome Sequence

  • Initial welcome email providing the lead magnet and introduction to Katrina Aarsman and her services
  • Follow-up email providing more insights about cash flow management and success stories
  • Third email introducing the 'Profit Coaching' service with a soft sell
  • Final email with a clear call to action for booking a free profit assessment

Segmentation

  • Tag leads based on their interests shown in the lead magnets (Cash flow / Business Growth / Business Transition)
  • Separate tags for those who engage with the tripwire offers to understand readiness to purchase

Chatbot and Automation

  • Implement a simple chatbot on the website to answer basic queries and capture leads
  • Use automation in Hubspot to trigger appropriate welcome sequence based on lead segmentation

2. My Lead Nurturing System

Marketing CRM

  • Current Platform: Hubspot
  • Automation Capabilities: Lead segmentation, Email automation
  • Recommended Improvements: Implementing chatbot for lead capture and basic queries

Sales CRM

  • Current platform: Hubspot
  • Pipeline tracking or handoff process: Add sales stages to track prospect journey
  • Recommended upgrades: Explore Hubspot's sales pipeline management features

Automated Follow-Ups

  • Types of automations: Welcome sequence post-opt-in
  • Frequency or triggers: Initiate post lead magnet/tripwire offer opt-in, then spaced out every 2-3 days

Newsletter

  • Frequency: Bi-weekly
  • Topics or content pillars: Tips for better cash flow, business growth strategies, client success stories
  • Segmentation: Based on interest tags (cash flow, business growth, and business transition)

Retargeting & Ads

  • Platforms and goals: Facebook for retargeting visitors with offers and key stories

Social Media and Content

  • Posting frequency: Weekly on LinkedIn aiming to share insights and connect with potential clients
  • Content type or campaign focus: Client success stories, insights on cash flow and profitability, and tips for business owners

Webinars and Events

  • Suggested cadence or purpose: Monthly webinars tackling major pain points (cash flow, business sustainability, work-life balance)

Other Nurture Channels

  • Chatbot on website for basic query resolution and lead capture
  • LinkedIn network nurturing through regular interactions

3. Sales Conversion Strategy

Sales Process

  • Discovery call: Gauge needs, problems, and readiness for change
  • Custom proposal: Send a tailored plan with suggested action steps and projected results
  • Profit assessment: Provide a free session to assess potential profit areas
  • Follow up: Connect within 48 hours to answer queries and reinforce value

Sales Assets

  • Discovery call script: Develop structured questionnaire tailor-made for initial calls
  • Proposal Template: Design a flexible yet compelling proposal framework
  • Profit assessment guide: Create a standardized guide for client profitability evaluation

Testimonials and Case Studies

  • Collection: Encourage clients to share their success stories post-engagement
  • Placement: Use testimonials on website, social media, and within proposals for credibility

Conversion Rate Insights

  • Track: Note number of discovery calls, proposals sent, assessments done, and conversions
  • Optimize: Analyze this data to continuously improve the sales process areas

Urgency and Offers

  • Limited time offer: Offer discounts or bonuses for customers who sign within a certain timeframe
  • Fast mover incentive: Provide additional services for clients who engage promptly after the proposal

Guarantees and Risk Reversal

  • Money-Back Guarantee: Assure clients a refund within the first month of coaching if they don't see progress

Shock and Awe

  • Welcome kit: Send a personalized note and a financial management book as a surprise
After
(Customer)

1. How I Deliver a World Class Experience

Onboarding Experience

  • Personalized welcome email with a breakdown of the profit coaching service
  • Introduction video from Katrina explaining the process and her approach
  • A scheduled kickoff call to discuss client’s current financial situation and goals

Communication Cadence

  • Weekly check-in emails to keep the client informed about the progress
  • Bi-monthly calls to discuss major updates, challenges, and next steps
  • Immediate text notification for any actionable item or significant updates

Client Education

  • Access to webinars and guides about improving business profitability
  • Regular blog posts about cash flow management, profitability improvement, and business growth
  • A curated list of FAQs addressing common client queries and concerns

Personalized Touches

  • Birthday emails with a small credit towards their next month’s subscription
  • Handwritten notes celebrating major improvements in their business financial performance
  • Occasional surprise gifts, like a book on business finance management

Visuals and Documentation

  • Monthly financial improvement report with before and after metrics
  • Detailed progress reports shared quarterly, with visual graphics and explanatory notes

Feedback and Proactive Support

  • Quarterly satisfaction surveys with swift resolution to any raised issues
  • Proactive reach out in case of any observed issues or potential complications with their financial management

Guarantee or Promise

  • A 2-month effectiveness guarantee—if results are not satisfactory, a full refund is provided

Operational Excellence

  • Strict adherence to scheduled calls and on-time delivery of reports
  • Professional and courteous communication at all times
  • Readily available support through email or phone call.

2. How I Increase Customer Lifetime Value

Renewals & Contracts

  • Offer special incentives for renewing contracts
  • Introduce annual contracts with a discount for advance payment

Upsells & Cross-Sells

  • Offer advanced coaching tiers for deeper financial insights
  • Add-on services like personalized financial management plans

Bundling & Packaging

  • Bundle assessments and coaching as 'Premium' package
  • Offer multi-month packages for discounted billing

Loyalty & Retention Programs

  • Launch a 'Referral' program that provides a discount for each referral
  • Reward loyalty with exclusive reports/updates

Custom Services and Personalization

  • Introduce custom financial plans for different business sizes/types
  • Hold exclusive Q&A webinars for premium subscribers

Pricing Strategy

  • Provide discounts for long-term commitment
  • Adjust pricing based on value and competitor analysis

Customer Data and Insights

  • Use Hubspot CRM to track customer satisfaction and churn
  • Identify growth opportunities within existing customer base

3. How I Orchestrate And Stimulate Referrals

Referral Incentives

  • Free 30-minute call for referrers
  • Discounted follow-up session for referees

Shareable Assets

  • Social media testimonials post templates
  • Referral landing page on Wordpress site

Timing and Triggers

  • Ask for referrals after successful profitability or cash flow milestones
  • Automated email via Hubspot for referral requests post significant milestones

Client Success Stories

  • Regularly collect and share testimonials on social media and website
  • Use testimonials in the referral landing page

Partner or Affiliate Programs

  • Partner with local business clubs to access potential clientele
  • Affiliate program for associated B2B services expecting to refer regular leads

Thank-You Experience

  • Send handwritten thank you notes to top referrers
  • Public recognition for top referrers on social media

Take Your Marketing Plan to the Next Level

Now that you have your 1PMP, you've unlocked a FREE Marketing Clarity Call with my team.