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KPW Financial Coaching, LLC

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  3. Execute it (start with ONE section)

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Before
(Prospect)

1. My Target Market

Primary Target Market Summary

  • Health & wellness solopreneurs seeking financial guidance to reduce stress and increase confidence in managing their business & personal finances.

Audience Type

  • B2C
  • Health & wellness solopreneurs

Needs – Primary Buying Considerations

  • Personalized financial plan
  • Budgeting without sacrificing everything
  • Financial clarity and stress reduction

Demographics

  • Age Range: 30-49
  • Gender: Female
  • Geography: United States
  • Income Level: $75K+
  • Profession: Therapists, acupuncturists, chiropractors, physical therapists

Psychographics

  • Lifestyle: Values balance and mental health
  • What they value: Time saving, control of their time
  • Pain Points: Stress over financial management, lack of financial clarity
  • Buying Behavior: Values personalized solutions and judgement-free support

2. My Message to My Target Audience

Refined Elevator Pitch

  • KPW Financial Coaching provides health & wellness entrepreneurs with personalized financial guidance, enabling them to manage money stress-free and grow their savings without giving up their cherished lifestyle.

Understanding Their Pain Points

  • Juggling personal and business finances
  • Inconsistent income causing stress
  • Lack of clarity on where their money goes

Transformation

  • Financial clarity aligning with their income
  • Confidence in managing money, lowering stress levels
  • Increased savings and decreased debts

Unique Selling Proposition (USP)

  • A tailor-made financial plan, not generic advice
  • Judgement-free support with financial decisions
  • Ensures financial discipline without sacrificing everything

Brand Values & One-Liners

  • Financial clarity for your peace of mind
  • Personalized budgeting for wellness entrepreneurs
  • No judgement, just results
  • Making your money work for you, stress-free

Tone

  • KPW Financial Coaching maintains a supportive and empathetic tone throughout its communications, resonating with target clients feeling stressed and overwhelmed with their financial situation. The aim is to inspire confidence and perception of financial control.

Hero Text Idea

  • Flag Text: Tailor-Made Financial Coaching
  • Main Headline: Empowering Wellness Entrepreneurs to Master Their Finances
  • Sub Headline: Achieve financial clarity minus stress, with personalised budgeting that compliments your personal and business lifestyle.
  • CTA: Schedule Your Clarity Session Today

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

Website

  • Implement Squarespace plugins for better engagement
  • Track form submissions and page visits
  • Prioritize mobile optimization

Social Media

  • Focus on LinkedIn and Instagram
  • Daily posts featuring financial tips
  • Monthly live Q&A sessions

Paid Advertising

  • Facebook and Google Ads targeting health & wellness professionals
  • Run lead generation campaigns

Content Recommendations

  • Create blog posts focusing on financial planning
  • Develop downloadable budget templates

Podcasts

  • Appear on 'Therapy for Your Money'
  • Start a podcast named 'Financial Clarity for Wellness Entrepreneurs'

Directories

  • List on wellness directories like wellness.com
  • Join financial coaching directories

Publications

  • Contribute to Forbes and Financial Advisor Magazine

Partnerships & Outreach

  • Partner with local wellness centers
  • Explore collaboration with Financial Planner Association

SEO and Content

  • Focus on keywords related to 'financial coaching for wellness Entrepreneurs'
  • Write SEO-optimized blog posts

Offline and Local Media

  • Sponsor wellness events
  • Distribute flyers at local wellness centers

Online Events

  • Organize webinars on financial planning

Online Networking

  • Engage in LinkedIn and Reddit's finance communities

Cold Outreach

  • Send personalized emails to health & wellness solopreneurs
During
(Lead)

1. My Lead Capture System

Lead Magnet

  • 'Money Management Quiz': Quizzes are engaging, provide insights to users, and can be used for segmentation.
  • 'Financial Planning Guide': A detailed guide or ebook providing tips for personal & business finance management. This delivers immediate value and positions KPW as a knowledgeable leader in the field.
  • 'Budget Template': A branded, downloadable budgeting template can be beneficial to health & wellness solopreneurs, encouraging them to provide their contact info.

Tripwire Offer

  • 'Budget Review': A small fee for a one-time review of the potential client's current budget, providing feedback and improvements.
  • 'Express Financial Audit': A minor affordable service to give customers a taste of the benefits they would get from the main offer.

Welcome Sequence

  • Email 1: Thank you & lead magnet delivery
  • Email 2: A personal intro and story from the financial coach
  • Email 3: Testimonials & case studies
  • Email 4: Introduction to services & Tripwire offer

Segmentation

  • Segment based on quiz results, indicating the level of financial management knowledge and current problems.
  • Segment based on lead magnet downloaded, indicating specific areas of interest.

Chatbot and Automation

  • Add a chatbot to guide visitors to useful resources and capture leads.
  • Use automation to deliver lead magnets and welcome emails.

2. My Lead Nurturing System

Marketing CRM

  • Current Platform: Not listed
  • Automation capabilities: not specified
  • Recommended improvements or replacements: Consider using ActiveCampaign for its automation capabilities

Sales CRM

  • Current platform: Not listed
  • Pipeline tracking or handoff process: not specified
  • Recommended upgrades: Consider Pipedrive to track prospect journey and automate follow-ups

Automated Follow-Ups

  • Types of automations: Post-opt-in, re-engagement, and nurture sequences
  • Frequency or triggers: Immediately after opt-in, if prospect becomes inactive, or if prospect visits pricing page

Newsletter

  • Frequency: Bi-weekly
  • Topics or content pillars: Personal finance tips, case studies, budgeting hacks
  • Segmentation: Based on level of financial knowledge (from quiz) and lead magnet interest

Retargeting & Ads

  • Platforms and goals: Use Facebook for brand awareness and Google for lead generation

Social Media and Content

  • Posting frequency: Daily posts on LinkedIn and Instagram
  • Content type or campaign focus: Finance tips, client stories, Q&A

Webinars and Events

  • Suggested cadence or purpose: Monthly webinars focusing on finance management for wellness entrepreneurs

Other Nurture Channels

  • Chatbot to assist with FAQs and guide visitor journey on the website
  • SMS reminders for webinar sign-ups and follow-ups

3. Sales Conversion Strategy

Sales Process

  • Describe initial 15-minute Q&A Call process to establish alignment
  • Outline clear next steps for booking a paid Clarity Session
  • Develop automated email sequence for post-Q&A Call follow-ups

Sales Assets

  • Create a sales script for the 15-minute Q&A Call to focus discussion
  • Develop a standardized proposal template for Clarity Sessions
  • Provide most effective pitches, case studies, and testimonials in a structured pitch deck

Testimonials and Case Studies

  • Encourage satisfied clients to provide testimonials post-Clarity Session
  • Showcase testimonials prominently on the website homepage
  • Use client success stories as case studies in sales meetings and marketing materials

Conversion Rate Insights

  • Track the percentage of Q&A Calls that lead to booked Clarity Sessions
  • Determine which stages of the process result in the most drop-off and focus on improving these points

Urgency and Offers

  • Implement time-sensitive offers for booking Clarity Sessions post-Q&A Call
  • Highlight the high-demand nature of coaching slots to create scarcity
  • Offer a small discount for fast booking post-Q&A Call

Guarantees and Risk Reversal

  • Develop a satisfaction guarantee for the Clarity Session to overcome objections and risks
  • Clearly communicate the no-obligation nature of the initial Q&A Call

Shock and Awe

  • Send personalised thank-you notes or small gifts to clients post-Clarity Session
  • Include a valuable surprise (e.g., bonus budgeting template or financial checklist) when booking a Clarity Session
After
(Customer)

1. How I Deliver a World Class Experience

Onboarding Experience

  • Send a personalized welcome email to new customers offering a brief overview of what’s to come.
  • Deliver a kick-off call to discuss client's current financial situation and to set expectations.
  • Provide new clients with a digital welcome kit containing essential guides, resources, and tools.

Communication Cadence

  • Weekly check-ins via email to stay on top of budgeting progress.
  • Monthly financial review calls to discuss progress and any adjustments needed.
  • Occasional texts or emails with important timely financial advice.

Client Education

  • Host webinars or create videos explaining the process of budgeting, saving, and debt reduction.
  • Publish frequent blog posts with tips and insights on financial management for entrepreneurs.
  • Develop a FAQ section on the website addressing common financial concerns of health & wellness entrepreneurs.

Personalized Touches

  • Send a special birthday email with a personalized financial tip.
  • Celebrate milestones like successful debt reduction or consistent saving with recognition emails.
  • Deliver occasional motivational emails or texts reminding clients of their financial goals.

Visuals and Documentation

  • Provide detailed monthly financial reports showing progress in debt repayment and savings growth.
  • Use visually appealing graphs and charts in reports for better understanding.
  • Offer before/after comparisons of their financial health to track improvements.

Feedback and Proactive Support

  • Regularly ask for client feedback through quick surveys or during check-in calls.
  • Develop a system for early identification and resolution of issues.
  • Email clients with proactive advice based on their feedback or changes in their financial situation.

Guarantee or Promise

  • Offer a 'satisfaction or free' guarantee on the Clarity Session.
  • Promise personalized, judgement-free support throughout their financial journey.

Operational Excellence

  • Ensure coach is available for scheduled calls and responds promptly to client communications.
  • Maintain a professional, soothing website design to reflect the stress-free promise.
  • Uphold transparent communication regarding any changes in services, pricing, or policies.

2. How I Increase Customer Lifetime Value

Renewals & Contracts

  • Introduce long-term coaching contracts to guarantee consistent income.
  • Offer payment plans with incentives for lump sum payments.

Upsells & Cross-Sells

  • Develop and offer premium coaching packages for advanced financial planning.
  • Introduce services like tax planning and investment coaching.

Bundling & Packaging

  • Bundle a series of coaching sessions into a comprehensive personal finance package.
  • Offer package deals combining Clarity Sessions with other services.

Loyalty & Retention Programs

  • Implement a referral program, rewarding clients who bring in new customers.
  • Establish "loyalty sessions" providing extra support for long-term coaching clients.

Custom Services and Personalization

  • Offer VIP budgeting packages with white-glove support for high-income clients.
  • Develop personalized financial planning workshops for small groups or workplaces.

Pricing Strategy

  • Implement a value-based pricing strategy with rates reflecting the high value of personalized coaching.
  • Consider selective discounts for long-term clients or those purchasing bundled services.

Customer Data and Insights

  • Use CRM to identify client habits and preferences for personalized packages and upsell opportunities.
  • Track client feedback to pinpoint areas of service improvement and reducing churn.

3. How I Orchestrate And Stimulate Referrals

Referral Incentives

  • Free financial audit to referrers
  • Discount on Clarity Session for referees

Shareable Assets

  • Social media post templates celebrating financial wins
  • Email templates with brief success stories

Timing and Triggers

  • Ask for referrals after a successful Clarity Session
  • Automated email reminders for referrals after a month

Client Success Stories

  • Highlight successful testimonials on website and social media
  • Monthly newsletter featuring client success stories

Referral Contests

  • Seasonal financial challenge with free services as prizes
  • Referrer leaderboard with one free Clarity Session for the highest referrer

Partner or Affiliate Programs

  • Partner with health & wellness influencers
  • Offer coaching incentives for each successful referral

Thank-You Experience

  • Send personalized thank-you email with small additional coaching tips
  • Top referrers receive a handwritten note and custom financial tip

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.

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