Lean Marketing

Before
(Prospect)

1. My Target Market

Primary Target Market Summary

Prosperous Feminine focuses on high achieving women aged 50 or above who are ready to step into financial freedom and seek deep meaning in their lives post-retirement.

Audience Type

B2C
Newly retired women, high-achieving professionals

Needs – Primary Buying Considerations

Seeking financial independence post-retirement
Valuing time and spiritual growth
Desire for experiences with deep meaning, such as safari trips

Demographics

Age Range: Over 50
Gender: Female
Geography: Unspecified (Global reach implied due to online nature of activities)
Income Level: High (Affordability of $10,000+ product price)
Profession: Corporate or Independent Professionals

Psychographics

Lifestyle: High-achieving, driven, ready to explore life beyond work
What they value: Time freedom, Spiritual growth, Life of meaning post-retirement
Pain Points: Transition into retirement, Creating meaningful experiences, Financial independence
Buying Behavior: Likely to be thought-driven, value-oriented purchases

Decision-Making Roles

Primary Decision Maker: The woman herself
Secondary Decision Influencers: N/A
Support Roles: N/A

2. My Message to My Target Audience

Refined Elevator Pitch

Prosperous Feminine empowers newly retired, high-achieving women to step into financial freedom, wealth, and a fulfilling life by providing a unique post-retirement plan that includes an African safari.

Understanding Their Pain Points

Feeling stuck in high-achieving roles despite retirement
Struggle with managing finances for a fulfilling future
Yearning for adventure and meaningful experiences post-retirement

Transformation

Successfully transition into a financially free and fulfilling post-retirement life
Experience the joy of adventure through an African safari
Embrace a meaningful life with the perfect balance of wealth, worth, and well-being

Unique Selling Proposition (USP)

Exclusively catered to women over 50, bridging finance expertise with retirement transition
Offers an enthralling African safari, adding an element of adventure
Successful track record of generating substantial value for customers

Brand Values & One-Liners

'Wealth, worth, and well-being - the new feminine path'
'It's not about how much you earn, it's how much you keep'
'Step into financial freedom and a life rich with meaning'

Tone

Prosperous Feminine voice reflects resilience, empowerment, and a promise of liberation and fulfillment. The brand speaks to those who value spirituality, personal growth, adventure, and financial independence.

Hero Text Idea

Flag Text: Empowering Women over 50
Main Headline: Step into your Financial Freedom
Sub Headline: Navigate your retirement journey with wealth, worth, and an African adventure
CTA: Begin Your Journey Today

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

Website

Highlight core offerings on the homepage to drive conversions
Track key events, including lead generation and sales
Focus on mobile optimization as the target audience likely uses mobile devices

Social Media

Regular postings on Facebook, targeting women over 50
Youtube videos sharing finance tips and sneak peeks into the African safari

Paid Advertising

Google AdWords targeting keywords related to financial freedom for women over 50
Facebook Ads targeting high-achieving women over 50

Content Recommendations

Blog posts on financial management strategies for post-retirement life

Podcasts

Join podcasts like 'Women at Work' to share insights and promote the service

Directories

List the business on directories like 'Women's Business Club'

Publications

Reach out to women-centric publications like 'Woman's Day Magazine'

Partnerships & Outreach

Partner with women support groups or retirement communities

SEO and Content

Focus on keywords around 'financial freedom for women over 50'

Offline and Local Media

Sponsor local events targeting retired women
Direct Mail campaigns targeting women above the age of 50

Online Events

Webinars on 'Financial Freedom Post-Retirement'

Online Networking

Participate in forums like 'Woman 2 Woman'

Cold Outreach

LinkedIn connections and messages to high-achieving professional women

During
(Lead)

1. My Lead Capture System

Lead Magnet

Free Financial Freedom Guide for Women Over 50
Retirement Transition Quiz
Safari Trip Overview and Teaser Video

Tripwire Offer

Mini-course: Managing Finances After Retirement

Welcome Sequence

Automated email series sharing finance tips and introducing core offerings
Personalized invite for a Masterclass or enrollment call
Exclusive Safari Insights

Segmentation

Tag leads based on interest shown in finance management vs. safari experience

Chatbot and Automation

Implement a chatbot to engage visitors, answer basic queries and gather email ids

2. My Lead Nurturing System

Marketing CRM

Current platform: Custom CRM
Automation capabilities: Unknown, explore options for email automation
Recommended improvements: Zoho or Hubspot for CRM with automation capabilities

Sales CRM

Current platform: Custom CRM
Pipeline tracking: Calls for masterclass or enrollment
Recommended upgrades: Integrate sales pipeline with new CRM

Automated Follow-Ups

Types of automations: Post-opt-in follow-up, masterclass reminder
Frequency: Initial follow-up, reminder 1 day before masterclass

Newsletter

Frequency: Monthly
Topics: Financial freedom tips, adventure insights, client stories
Segmentation: Financial focus, interest in safari

Retargeting & Ads

Platforms and goals: Facebook Ads for retargeting interested users

Social Media and Content

Posting frequency: Bi-weekly
Content type: Success stories, safari highlights, finance tips

Webinars and Events

Suggested cadence: Monthly masterclass/webinar

Other Nurture Channels

Use of an interactive chatbot to engage and collect leads.

3. Sales Conversion Strategy

Sales Process

Organize master classes that lead to enrollment calls and subsequent bookings
Improve call scripting to tackle objections and highlight unique selling proposition
Post-course follow-up emails for ongoing engagement

Sales Assets

Create a comprehensive pitch deck with an emphasis on the African Safari
SOPs for handling common objections
Create templated proposals customisable for individual leads

Objection Handling and Guarantee Strategy

Develop scripts to address common objections such as high price or time commitment
Offer a satisfaction guarantee to reduce perceived risk

Testimonials and Case Studies

Collect testimonials from successful clients and showcase on the website and in the sales process
Develop case studies to highlight significant financial improvements for clients

Conversion Rate Insights

Measure conversion rates from master class to enrollment call to booking
Focus on increasing the conversion rate between each step

Urgency and Offers

Time-bound offers such as 'early bird' prices for the master classes
Limited slots for the African Safari to induce urgency
Seasonal offers aligning with retirement schedules

Guarantees and Risk Reversal

Full transparency in terms and conditions of the guarantee
Offer a partial or full refund if certain conditions are not met

Shock and Awe

Send personalized thank you notes after bookings
Offer small branded souvenirs or added benefits for timely booking

After
(Customer)

1. How I Deliver a World Class Experience

Onboarding Experience

Warm welcome email introducing the 'Feminine Financial Freedom' program
Boutique welcome kit sent - including a beautifully designed journal and a planning guide
Dedicated kickoff call to guide through the initial stages of the program

Communication Cadence

Weekly check-ins via personalized email updates
Bi-weekly group coaching calls filled with inspiration and support
Quarterly filmed updates summarizing program progress and future objectives

Client Education

Resource hub with FAQs, guides, and training material
Regular financial literacy webinars focused on sustaining wealth post-retirement
Thematic workshops (e.g., 'Wealth and Worth', 'Spirituality and Finance')

Personalized Touches

Birthday card and discount for a future program
Notes celebrating milestone (e.g., 'Congrats on your first month of financial independence!')
Special safari-themed keepsake to build anticipation for the trip

Visuals and Documentation

'Before and After' testimonials showcasing successful transitions to financial freedom
Quarterly progress reports with the focus on financial planning and wellbeing

Feedback and Proactive Support

Bi-annual client satisfaction surveys and improvement suggestions
Dedicated chat support for immediate help and personal assistance

Guarantee or Promise

'Love it or it's Free' promise for the first month of the program
Assurance of quality advice and transformative program experience

Operational Excellence

Flexibility in scheduling coaching calls
Maintaining high standards in visual presentation (website, emails, guides)
Professional and warm tone in all communication

2. How I Increase Customer Lifetime Value

Renewals & Contracts

Implement an auto-renewal system with discounted rates for long-term commitments
Offer annual contracts with a built-in discount as compared to monthly payments

Upsells & Cross-Sells

Introduce coaching sessions or personalized financial planning as an upsell
Partner with other companies to offer cross-sells like travel services, wellness programs, or exclusive book clubs

Bundling & Packaging

Create bundle packages that combine original service with add-ons like personalized coaching, exclusive masterclasses, etc.

Loyalty & Retention Programs

Implement a referral program where both parties receive a discount or perk
Develop a loyalty program where customers earn points that can be redeemed for workshops or masterclasses

Custom Services and Personalization

Provide a VIP package that allows for more personalized financial planning and exclusive perks

Pricing Strategy

Consider a value-based pricing model where prices reflect the perceived value of the service
Offer discounts for upfront annual payments to encourage long-term commitment

Customer Data and Insights

Track usage data to identify activities that correlate with higher lifetime value
Monitor feedback and reviews for personalized insights and opportunities for improvement

3. How I Orchestrate And Stimulate Referrals

Referral Incentives

Offer a 10% cashback or discount on their next booking for successful referrals.
New customers introduced to Prosperous Feminine by existing customers get a 5% discount on their first booking.

Shareable Assets

Provide ready-to-share social media posts and email templates highlighting the benefits of the programme.
Create e-brochures outlining the transformative experiences of past clients.

Timing and Triggers

Initiate referral requests after a client has successfully completed their first journey and expresses satisfaction.
Automate the request through the CRM post the customer's accomplishment of a milestone, such as completing their first financial planning session or after their safari trip.

Client Success Stories

Solicit testimonials from satisfied customers and share them on social media and the company website.
Use these success stories in the referral emails and social media posts.

Referral Contests

Organize a quarterly 'Referral Champion' contest where the person with the most successful referrals wins an exclusive all-expense-covered day at a luxury spa.

Partner or Affiliate Programs

Collaborate with financial advising firms or retirement planning agencies for mutual referrals.

Thank-You Experience

Send a personalised thank you note or video message from the founder to top referrers.
Express appreciation to successful referrers in the monthly newsletter, providing public acknowledgement and increasing the chances of their continued engagement.

Prosperous Feminine

Your 1-Page Marketing Plan is Ready!