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Steve Morris Coaching

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Below you’ll find your complete marketing plan built specifically for YOUR business using the same framework that's helped over 1 million entrepreneurs worldwide.

What to do next:

  1. Review your plan (scroll down)
  2. Save this link (For your records)
  3. Execute it (start with ONE section)

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Before
(Prospect)

1. My Target Market

Primary Target Market Summary

  • High-performing founders and business owners who are successful but stuck, in need of realignment to their core selves and a transition from a struggle to a flow state.

Audience Type

  • B2B
  • High net worth individuals starting or scaling businesses

Industries (if B2B)

  • Primarily project-based industries like construction, trades

Needs – Primary Buying Considerations

  • Need clarity, alignment and flow in life and business
  • Seek transformational coaching that provides integrated freedom, not more hustle

Demographics

  • Age Range: Not defined; varies
  • Gender: Not defined; varies
  • Geography: Primarily USA, specifically Colorado
  • Income Level: High (capable of investing $10,000+ monthly)
  • Profession: Founders and business owners
  • Business Size: Already successful businesses

Psychographics

  • Lifestyle: High achieving but feeling stuck, desiring more ease and alignment
  • What they value: Financial freedom, personal growth, ease, alignment, flow
  • Pain Points: Feeling stuck despite high achievement, fear of stagnation, knowing the destination but struggling to see the path
  • Buying Behavior: Invest for transformative gains; likely to invest in premium, high-impact services
  • Decision-Making Roles:
  • Primary Decision Maker: The individual founder or business owner
  • Secondary Decision Influencers: Potential for spouse or other close influencers
  • Support Roles: Not defined

2. My Message to My Target Audience

Refined Elevator Pitch

  • Steve Morris Coaching provides high-performing founders and business owners, who are successful on the outside but secretly stuck, with a grounding and realignment of their business and leadership. Through uniquely personalized coaching, clients can benefit from reduced stress, mental clarity, and freedom of choice, helping them lead and scale their businesses without sacrificing their personal life.

Understanding Their Pain Points

  • Struggling with stress resilience and managing pressure
  • Feeling stuck, questioning what all their current effort amounts to
  • Having a disconnect between their values and their business strategies

Transformation

  • Reduced stress and increased alignment
  • Improved goal-setting techniques and reframed perspectives
  • Cease feeling stuck, start making actionable choices

Unique Selling Proposition (USP)

  • Identity-first approach with life-as-proof credibility
  • Embodied presence creating lasting nervous-system change
  • Bridge between visionary and execution, strategy and soul

Brand Values & One-Liners

  • "Reconnect, Ground, Ascend: Choose clarity over compulsion."
  • "Your business should grow without consuming your life."
  • "From poise and tranquillity, we breed effective leaders."

Tone

  • The brand voice of Steve Morris Coaching is grounded, clear, and empathetic. The tone aims to make clients feel heard, understood, and empowered to instigate change in their lives and businesses.

Hero Text Idea

  • Flag Text: 'Grounding Leaders in the USA'
  • Main Headline: 'Executive Coaching for High-Performing Founders'
  • Sub Headline: 'Realign your business and leadership. Achieve balance, clarity and purpose in business and life.'
  • CTA: 'Start Your Journey to Tranquil Leadership Today'

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

Website

  • Retain the Squarespace platform due to its simplicity and versatility
  • Enhance website with Call-to-Action buttons encouraging schedule discovery calls
  • Use Google Analytics to track conversions from discovery calls
  • Optimize website for mobile, considering the busy lifestyle of the target audience

Social Media

  • Leverage LinkedIn for thought leadership content, targeting business professionals, post 3x weekly
  • Use Facebook to share real-life stories/testimonials, post 2x weekly

Paid Advertising

  • Invest in LinkedIn Sponsored Content targeted at business owners in the U.S., particularly in Colorado
  • Set up retargeting advertisements on Google Display Network for visitors to the website

Content Recommendations

  • Blog posts offering leadership and stress management tips
  • Customer testimonials showcasing successful transformations

Podcasts

  • Start a monthly podcast exploring leadership, mental fitness, and alignment
  • Guest appear on existing business/leadership podcasts like “The Tim Ferriss Show”

Directories

  • List Steve Morris Coaching in leadership coaching directories such as Noomii

Publications

  • Contribute guest articles to publications read by business owners, such as Entrepreneur Magazine or Forbes

Partnerships & Outreach

  • Partner with business networking organizations like BNI for referral opportunities

SEO and Content

  • Use SEO keywords such as “executive coaching”, “business alignment”, “mental fitness coaching”
  • Publish blog content regularly to improve organic search visibility

Offline and Local Media

  • Sponsor local business owner events in Colorado
  • Speak at local business conferences, trade shows

Online Events

  • Host monthly free webinars on topics like leadership alignment and managing business stress
  • Attend online networking events targeting business leaders

Online Networking

  • Engage in relevant LinkedIn groups for business owners and leaders
  • Answer questions on Quora relating to business leadership and stress management

Cold Outreach

  • Connect with potential clients on LinkedIn, sharing useful resources and offering discovery calls, focusing on business owners in Colorado
  • Email outreach to industry trade groups offering speaking engagements or workshops
During
(Lead)

1. My Lead Capture System

Lead Magnet

  • 'Destress Your Leadership' eBook: Comprehensive guide on managing professional stress and achieving efficiency.
  • 'Leadership Alignment Quiz': Identify disconnects between personal values and leadership style.
  • 'Find Your Flow' webinar: Share strategies for aligning personal ethos with business growth.

Tripwire Offer

  • 1-hour 'Clarity and Alignment Call': Low price, high value introduction to Steve's coaching approach
  • 'Stress Management Mini-Guide': Low-cost download with practical tips for immediate stress relief

Welcome Sequence

  • Welcome Email: Thank you message including lead magnet access link.
  • Discovery Call Invitation: Educate on the value of an alignment call and extend an offer.
  • Testimonial Share: Client success stories for building engagement and credibility.

Segmentation

  • Create tags in CRM based on location, business industry, and stage.
  • Implement scoring system based on lead engagement.

Chatbot and Automation

  • Deploy chatbot on website, guiding users to take the 'Leadership Alignment Quiz'.
  • Automate responses to initial queries for speedier interactions.

2. My Lead Nurturing System

Marketing CRM

  • Current platform: Custom
  • Automation capabilities: Email sequences, segmentation, lead scoring
  • Recommended improvements: Greater automation, consider platforms like Hubspot or ActiveCampaign for enhanced functionality

Sales CRM

  • Current platform: Not specified
  • Pipeline tracking or handoff process: Not specified
  • Recommended upgrades: Implement a CRM for tracking leads and nurturing prospects, consider Pipedrive

Automated Follow-Ups

  • Types of automations: Post-opt-in, post-discovery call
  • Frequency or triggers: Immediate follow-up post-opt-in, then structured emails/newsletters every two weeks

Newsletter

  • Frequency: Bi-weekly
  • Topics or content pillars: Leadership, mental fitness, client success stories
  • Segmentation: Location, business industry, stage

Retargeting & Ads

  • Platforms and goals: LinkedIn Sponsored Content and Google Display Network for retargeting, aim to increase brand awareness

Social Media and Content

  • Posting frequency: LinkedIn - 3x weekly, Facebook - 2x weekly
  • Content type or campaign focus: Thought leadership and real-life stories/testimonials

Webinars and Events

  • Suggested cadence or purpose: Free monthly webinars on leadership alignment and managing business stress

Other Nurture Channels

  • Chatbot: Guide users to take the 'Leadership Alignment Quiz'
  • SMS: Not recommended due to business nature and audience
  • Other automation tools: Consider platforms like ManyChat for automating some customer service functions

3. Sales Conversion Strategy

Sales Process

  • Optimize the current sales process: Introduction -> Discovery Call -> Coaching Agreement -> Start Coaching
  • Pre-qualification questionnaire before discovery calls to filter high-quality leads
  • Develop a defined onboarding process post-agreement to set clear expectations

Sales Assets

  • Develop a sales script for the discovery calls, focusing on understanding the prospect's challenges and showcasing the unique approach
  • Create an executive summary and proposal template highlighting the coaching program
  • Develop an FAQ document addressing common concerns and questions

Testimonials and Case Studies

  • Reach out to successful clients for testimonials, highlighting their transformations
  • Develop detailed case studies showcasing clients’ journey, to be featured in the proposal and website
  • Wall of Love on website dedicated to testimonials and success stories

Conversion Rate Insights

  • Track and measure discovery call to coaching agreement conversion rate
  • Identify common themes in successful conversions for continuous improvement

Urgency and Offers

  • Limited time special offer for those who sign the coaching agreement within 48 hours of the discovery call
  • Fast-action bonuses like additional 1:1 sessions

Guarantees and Risk Reversal

  • Offer a 30-day money-back guarantee to build trust
  • Clear communication on the coaching agreement outlining the results they can expect

Shock and Awe

  • Send a personalized welcome gift (like a leadership book or a personalized notebook) upon signing the coaching agreement, setting a positive tone from the outset
After
(Customer)

1. How I Deliver a World Class Experience

Onboarding Experience

  • A structured but personalized onboarding call to establish a deep rapport and clarify client's objectives.
  • Digital welcome kit containing an executive summary of the coaching program, clearly defined next steps, and profiles of successful past clients

Communication Cadence

  • Scheduled biweekly check-ins to ensure alignment and provide necessary support
  • Updates through emails and monthly video catch-ups on performance, progress, and program adjustments

Client Education

  • Access to a client portal with guides, FAQs, and video trainings on leadership and mental fitness strategies
  • Quarterly webinars on stress resilience, goal-setting techniques, and leadership topics

Personalized Touches

  • A personalized handwritten note thanking them for their commitment to the journey
  • Celebratory emails marking milestones and achievements
  • Birthday messages and holiday greetings to maintain a personal and genuine connection

Visuals and Documentation

  • Periodic progress reports with data visualizations on performance and wellbeing metrics
  • Testimonials and case studies of successful past clients, clearly illustrating the transformation journey

Feedback and Proactive Support

  • System for gathering feedback bi-monthly and responding appropriately
  • A 'red-flag' system to identify and preempt potential issues early

Guarantee or Promise

  • 'Satisfaction or Coaching Free' guarantee, clients who don't experience the promised transformation can receive additional coaching at no cost

Operational Excellence

  • Strict punctuality and professionalism standards set for coaching sessions
  • Clear, empathetic communication and support, living the brand's promise of clarity and calm

2. How I Increase Customer Lifetime Value

Renewals & Contracts

  • Implement annual contracts for long-term client commitment
  • Provide discount or added service for yearly prepayment

Upsells & Cross-Sells

  • Introduce an add-on physical product like stress-management tools or books
  • Offer a premium tier for faster response or deeper one-on-one engagement

Bundling & Packaging

  • Create packages of different service durations and add-ons for diversified pricing

Loyalty & Retention Programs

  • Setup mileage program - earning points for each coaching session
  • Rewards can be redeemed for additional sessions or special sessions

Custom Services and Personalization

  • Foster upsell potential by offering a premium tier with more personalized coaching

Pricing Strategy

  • Introductory offer for first-year clients for long-term commitment
  • Special rates for referrals and for clients who have stayed on for over a year

Customer Data and Insights

  • Use CRM data to target customers at risk of churn or ready to upgrade
  • Continue customer satisfaction surveys to identify areas of improvement and client preferences

3. How I Orchestrate And Stimulate Referrals

Referral Incentives

  • Once a quarter, reward successful referrers with a free coaching session.
  • Offer referees an exclusive 10% discount on their first month's coaching.

Shareable Assets

  • Create concise, testimonial-led social posts ready to share.
  • Supply PDF referral cards for clients to distribute at networking events.

Timing and Triggers

  • Encourage referrals after any significant victories or breakthroughs with the client.
  • Automate email reminders to discuss referrals every 3 months.

Client Success Stories

  • Launch a 'Client Spotlight' blog series showcasing transformations with reaching quotes.
  • Cross-promote posts across email and social platforms.

Referral Contests

  • Host an annual 'Referral Leaderboard' contest with a premium gift for the top referrer.

Partner or Affiliate Programs

  • Develop partnerships with relevant trades industries for mutual referrals.

Thank-You Experience

  • Recognize top referrers on the website and social media.
  • Send thank-you notes or small, high-quality gifts (like a book or gourmet coffee).

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.