Program Owner Updates Page
New Products/Programs Available
If you have not had a business review in the past couple months, please reach out and we can review the recent updates with you. We have expanded product lines quite a bit recently. Business owners can now potentially sell products worth up to $100k** which is greatly increasing the income streams for many owners. Please schedule an appointment for details.
Fulfillment Timing
For new clients, estimated fulfillment times are averaging 3-4 weeks.
For clients on the marketing/advertising packages, these are currently taking 1-2 weeks to complete the initial set up.
Webinar builds are taking 3-5 days.
AI services are averaging up to a week per AI employees to build.
If you need anything, please reach out to book an appointment and we can work to get a time accommodated. No appointments are being taken while any of the live webinars are in session.
Webinars
A couple owners now have webinars built-out for their company and the first one was a huge success. People felt really comfortable with the live Q and A session and heard other stories to make them feel at ease with their purchases. This option will allow multiple people to be sold at the same time making sales actually easier and clients will have the ability to purchase the products directly on the owners webinar with full pay options, or if you are set up to accept payment plans, they can enroll in the payment plan options directly as well. If you are looking to add-on options or services to help grow your business, please reach out.
For leads that did not show up for their appointments, they can be invited to an upcoming webinar if you have it set up. We want to reach as many of your clients as possible. The webinars can also be customized for different products since many of you have different types of companies.
Facebook Marketing
Hello, there are a lot of owners marketing right now on Facebook. As a reminder when you are placing ads, make sure that you have the client reference your company name or an offer code so we can make sure that you receive credit for it. There are a lot of appointments being booked without offer codes and it can take quite a while to figure out which company the lead belongs to before we can call it. If the client uses a different name than booking such as a shortened name or alternate phone number, it can be almost impossible to determine which company that the lead belongs to.
On everyone that paid for marketing services, the offer code is included on those ads and the customer is directed to use that code when booking appointments. For those running their own ads, please make sure your customer knows to add in your company name when booking their appointment since it is a group calendar. Thank you,
Updated Terms of Service
There will be an updated terms of service sent out for 2025. As I complete the owner updates on each file, I will also be sending out the updated fulfillment agreements since several businesses are now running multiple products/programs for custom features. I will reach out to each owner individually once that is completed.
Facebook Marketing
Hello, if anyone is needing assistance with marketing, please reach out. If you had us create your marketing and link it to HighLevel, your leads should be getting automatic notifications same as you are. If are not using our marketing, please make sure to check your business page in Facebook and get the lead list downloaded. You will need to manually add these into your HighLevel account so you can follow up with them. If the client books an appointment with your offer code or signs up automatically for the membership services, then you do not have to manually add those in.
Owner help and questions
Hi, everyone is in a different stage in their business development and we are working on a better help system to try to make time for questions/website adjustments/etc. Here is a new calendar for owners to use if they need assistance or have questions. This will help ensure we have time to work with each owner individually. Here is the link to book- https://api.leadconnectorhq.com/widget/booking/6D7A7mmtIUAW5MDf7cXw
2025 Package Fulfillment Disclosures Will Be Out Shortly
Once your set up is completed, you will be getting both a confirmation of fulfillment letter as well as the updated fulfillment disclosures for this year. We are getting ready to bring in additional staffing and working to make sure each company is ready to go before they start calling out on your new or existing leads. I am working to get those items out to everyone as soon as I can. Thanks!
Updated Telemarketing Rules Going Into Effect Shortly
For those owners who are doing marketing, please make sure you are setting up forms on Facebook to collect new customer data prior to the end of January. If they don't make an immediate appointment, those new forms will need to be completed in February in order to text them. Otherwise, only phone calls and emails will be permitted to them.
New Fulfillment Disclosures Will Be Out Shortly
Due to the price increases and changes, we will be sending out new fulfillment disclosures shortly with the higher package prices on them to make sure everything is clear and easy to understand with the higher payouts. There are a lot of owners and sites to update with the new package prices. We can only sell what is listed on your website and advertised. If you would like your site updated with both the $11,490 program and the $17,990 program, please let us know. This will need to be scheduled out in advance.
Also, the payment plan options just got approved and it gives business owners a lot more sales opportunities for clients that do not have the full amount to pay upfront. If you would like to advertise and sell the payment plan options, there is quite a bit of work that goes into those set ups. Please reach out if you would like more information on adding those services.
Big changes/improvements coming for 2025
There will be several enhancements coming and we will be updating everyone as they are being rolled out. We are in the middle of getting all of the details sorted out. These are BIG wins for owners :)
Questions that have come up when setting up bank accounts
Any time the word "scam" comes up can pose an issue for banks since they are not familiar with what to do about it. "Scam company" is not on their list when trying to classify your business during time of account opening. When anyone is opening a business account, there are 2 different parts to the business and you can review either one of the parts with the banker. There is the education portal with resources and the membership program for additional services that can be sold. There is the website portal that allows you to sell/build web packages for business owners. The web packages include initial build out, database, logo creation, brand and marketing set up, etc. Everyone owns their own company and has their own clients. I hope this helps.
Automated Program Sales
We are still building out a webinar service that will help owners sell the package programs to their clients. The webinar is more detailed and clients can watch it at their own pace. Once we complete the webinar build, you can advertise the link on your Facebook ads, online in social media, etc. This is a great pre-selling technique that should give you higher conversion rates. It makes it easier when the sales reps call if the client is already somewhat familiar with the program.
Membership Automations
The Facebook ads are doing really well for the membership portals. When running the ads, it should direct clients to enroll in the free 30 day trial. They can review the forums, learning center courses, provide us with info if we need to research anything for them or any companies. If they schedule their consultation as part of the membership, we do work to see if we can sell your client for you.
When a customer clicks on your link and signs up, they do get an automated contract that is sent to them for signing (agreeing to the terms). After they sign it, they get 2 more emails- one with the access to the member portal and a fraud reporting template that they can use to report their scam. These are easy sales and there are no sales reps required.
Tax time is coming.
As a reminder, a lot of expenses are tax-deductible for business owners. Some of that information is in the learning center courses. Your CPA can give you a full list of available write-offs such as start up costs, bank fees, home office, cell phone, internet, etc. It is good to start preparing a list of expenses to have it ready for when you file taxes later.
*If you need help with locating a CPA, please message us. Every CPA is different in how they set things up. If you are not happy with a CPA or want multiple opinions, it is a good idea to reach out to a few of them. There is no 1-way to do taxes.
AI employee services are currently being tested and deployed on each of the membership websites.
*For owners that do not have any marketing packages set up, there will be a default AI employee to answer incoming calls from prospects which will direct them back to the website in which they found the phone number for you on and tell them to enroll in the membership program and then they will be able to schedule a consultation with someone.
*For owners that have the custom marketing packages, we are creating AI employees which will be calling/texting/emailing your clients to help push automated enrollments for you. Later on, there will be AI campaigns set up to reach out to the older leads that we have not been able to speak with yet.
We are currently checking A2P compliance on accounts within each of your HighLevel accounts.
A2P 10DLC compliance refers to the rules you must adhere to for obtaining and using a 10DLC number to message customers. If you don't, mobile carriers might block your SMS messages, charge higher fees, or even suspend your service.
If we find that someone does not have A2P compliance, we will work with you to correct it. If the A2P compliance is not showing, your client will not be receiving of the messages that are being sent out.
Owner Resources
Marketing
Each owner is responsible for their own marketing to generate traffic and new clients. Once your business is created, you can choose how to market it- whether it is through online ads such as Facebook or Instagram, in person, warm market, etc.
In the membership portal, there is a course on advertising that has several different ideas on how to do that.
You can also market directly on Facebook by creating a business Facebook page and boosting posts to gain traffic and visitors to your site.
*If you are doing your own marketing, please make sure to enter your new leads/contacts into your database. When you have clients that are booking appointments on the main calendar, please make sure they are using the offer code we provided you so we know they are your clients. Every company will have an offer code created to use for your advertising. If you need this, please email [email protected] to verify what code to use.
If you choose to set up advertising packages with us, the advertising packages are part of the DoIt4UBiz White Glove Members Program. The benefits of advertising directly with us is that we can link your ads to your database to capture lead data as well as use AI features to be able to automatically reach out to your new clients. If you have questions on advertising, please call Wayne at 480-466-8952.
We can help you with the initial setup which includes:
Facebook Business Page Creation
Banner Ad
Landing Page
Customized video
Database Set Up For Your Clients including integration with Facebook which includes: automated pipelines, automated contracts, bookings calendar, email setup, unlimited funnel builders and workflows for full customization, call tracking, personalized automated responses (AI) for phone/texts/emails, A2P compliance, 2-way SMS, tracking and analytics, email marketing creation, surveys/forms capabilities.
*After initial setup is complete, no future maintenance will be performed unless contracted further.
The annual subscription service provides support year-round and has a lot of extra benefit with it. This is ideal for those that do not have time or do not want to spend extra effort in working the business.
12 months of maintenance on Customer Relationship Management Tool (CRM)
12 month subscription begins on date payment was received
2 minutes of video ads per month for your company
Business Facebook page maintenance/updates
Unlimited customer service
Updated banner ad and/or landing page, as needed
Constant customer contact through customized marketing drip campaigns
Artificial intelligence (AI) usage including calls/texts/emails*
*includes costs for phone/email/text messages (no separate billing)
Tax and CPA Questions
Within the membership portal, there are 2 courses talking about taxes. One is specifically for business owners and is really good information to discuss with your CPA. Every owner has a different story and different tax situation and none are the same. Please review that information with your CPA to determine the best route to file for taxes. If you have additional questions that you need help with, please email [email protected] or call Wayne at 480-466-8952.
Legal Resources
The legal resources are included in the learning center. There is also an option to obtain legal resources to protect your company as well through companies such as LegalShield that offers business protection plans if you choose to set something like that up in the future.
