Virtual Strategic Retreat

Virtual Strategic Marketing Retreat

Day One Video

Day Two Video

Mastermind Section Two – New

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Section Two

Lever Customization

Video One

Intro to Lever Customization

Video Two

Lever Customization

Video Three

Lever Video

Checklist

Lever Customization Checklist (1)

Assumptive Sales & the Language of selling

Video One

Intro to Assumptive Sale & the Language of Selling

Video Two

Assumptive Sales

Video Three

Who is Going to Sell This

Checklist

Assumptive Sales checklist (1)

Crafting the Intentional Intake

Video One

Intro to Intentional Intake

Video Two

Intentional Intake Logistics

Video Three

Crafting Your Intentional Intake

Video Four

Intentional Intake Best Practices

Checklist

Crafting the Intentional Intake Checklist (1)

Intentional Intake Role Play

Intro to Intentional Intake Role Play

Introductory Package Sales Phone Script

Intentional Intake 2 week Intro Offer - Yoga Studio

Short Version

Medium Version

Long Version

Intentional Intake 2 week Intro Offer with 3 Private lessons- Pilates Reformer

Short Version

Medium Version

Long Version

Free First Class - Mixed Modality

Short Version - Phone

Medium Version - In Person

Long Version - In Person

Conversion Conversations

Pitching the Sale

Overcoming Objections Financial Issues

Checklist

Intentional Intake Role Play Checklist (1)

Setting Up Your Website to Sell Intro Packages

Video One

Setting Up Your Website to Sell Intro Packages

Video Two

Websites That Work

Video Three

Intro Package Website Design

Video Four

Pop-Ups

Video Five

Your Website Team & Platform

Downloads

Checklist

Setting Up Your Website to Sell Intro Packages checklist (1)

Customizing Intro Package Automations

Video One

Intro to Customizing Intro Package Automations

Video Two

No Automations

Checklist

Customizing Intro Package Automations Checklist

Implementing Intro Package Automations

Technical Videos

In this module, there are technical videos that have been provided by some of the popular automation softwares. There is no need to watch them unless the video is for a software you currently have or are interested in having.

Checklist

Implementing Intro Package Automations checklist (1)

Incentivizing Your Team

Video One

Intro to Incentivizing Your Team

Video Two

How to Incentivize Your Team

Video Three

Using the Commission Spreadsheet

Checklist

Incentivizing Your Team Checklist (2)

Mastermind Section One – New

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Section One

Own Your Time

Video One

Intro Own Your Time

Video Two

Own Your Time: Scheduling Your Implementation

Video Three

How to Use the Time Audit Template

Checklist

2022-11-23 (5)

Lead Tracking

Video One

Intro to Lead Tracker

Video Two

Sales Basics: Understanding Terminology

Video Three

Filling in the Custom Inputs Tab

Video Four

Inputting Your Leads

Video Five

Using Your Dashboard

Checklist

Lead Tracker Checklist (1)

Metric Basics

Video One

Intro to Lead Tracker

Video Two

Using your Metric Scorecard

Checklist

Lead Tracker Checklist (1)

Client Avatar

Video One

Intro to Client Avatar

Video Two

About Your Client Avatar

Video Three

A Client Avatar Example

Checklist

Client Avatar Checklist new (1)

Client Journey

Video One

Intro to Client Journey

Video Two

The Client Journey

Video Three

The Different Purchase Paths

Video Four

Choosing Your Intro Offer

Checklist

New Client Journey Checklist (1)

The Pre-Purchase Path to Selling Intro Packages

Video One

Intro to Pre-Purchase Path

Video Two

The Pre-Purchase Path

Checklist

Pre-Purchase Path Checklist (1)

Client Journey & Lead Tracker Audit

Video One

Client Journey Audit Intro

Checklist

Client Journey Audit Checklist (1)

Foundational Marketing Audit

Video One

Foundational Marketing Audit Intro

Video Two

Walking Through the Client Audit

Checklist

Marketing Audit Checklist (1)

Mastermind Section Six

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Section Six

The Foundations of the CEO Mindset

Video One

Intro to The Foundations of a CEO Mindset

Video Two

Embracing the CEO Mindset

Video Three

The Pulse of Progress

Checklist

CEO Mindset Checklist (1)

Pre-Purchase Journey & Lead Tracking

Video One

Intro to Reflection: Pre-Purchase Journey & Lead Tracking

Checklist

Reflections_ Pre-Purchase Journey Checklist (1)

Reflection:
New Client Journey & Membership Conversion

Video One

Intro to Reflection: New Client Journey & Membership Conversion

Checklist

Reflection- New Client Journey & Membership Conversion Checklist (1)

Reflection: Finances & Profitability

Video One

Intro to Reflection: Finances & Profitability

Checklist

Reflections-Finances & Profitability (1)

Reflection:
Member Journey and Retention

Video One

Intro to Reflection: Member Journey & Retention

Checklist

Reflection-Member Journey & Retention (1)

Reflection: Demand & Lead Generation

Video One

Intro to Reflection: Demand & Lead Generation

Checklist

Reflections- Demand & Lead Generation Checklist (1)

Reflection: My CEO Role & Leadership

Video One

Intro to My CEO Role & Leadership

Checklist

Reflections- CEO Checklist (1)

Creating a 90 Day Plan for Priorities

Video One

Intro to Creating a 90 Day Plan for Priorities

Checklist

Developing a 90 Day Focus & Action Plan Checklist

Mastermind Section Five

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Section Five

getting clear on your brand

Video One

Intro to Getting Clear on Your Brand

Video Two

Brand Archetypes

Video Three

What is Your Studio's Why?

Video Four

How to Use the Studio Messaging Template

Video Five

Bringing Your Brand to Life

Checklist

Getting Clear On Your Brand Checklist (1)

Your Marketing Technology Stack

Video One

Intro to Your Marketing Technology Stack

Video Two

Tech Stack Theory

Video Three

Leveraging Tech for Growth

Video Four

Filling in Your Tech Expense Audit Tracker

Video Five

Software Migration Expectations

Checklist

Marketing Technology Stack Checklist (1)

Channels

Video One

Intro to Channels

Video Two

How Your Client Journey Influences Content

Video Three

Navigating Your Channel Roadmap

Video Four

How to Use the Content Planner Spreadsheet

Checklist

Intro Channels Checklist (1)

Campaign Basics

Video One

Intro to Campaign Basics

Video Two

How to Build Your Promotional Campaign

Video Three

Building Your Campaign Client Journey

Checklist

Campaign Basics Checklist (1)

Competitor Analysis

Video One

Intro to Competitor Analysis

Video Two

Why You Should Keep a Pulse on Competitors

Video Three

The Process

Checklist

Competitor Analysis Checklist (1)

SEO

Video One

Intro to SEO

Video Two

Keyword Research

Video Three

SEO for Your Website Content

Video Four

Technical SEO Review

Checklist

SEO Checklist (1)

Marketing Strategy

Video One

Intro to Marketing Strategy

Video Two

Theory Behind Developing Marketing Initiatives

Video Three

Marketing Initiatives Workbook Walkthrough

Checklist

Phase 5, Module 7 Intro Slides - Curriculum (1)

Tracking Your Marketing Progress

Video One

Intro to Tracking Your Marketing Progress

Video Two

Tracking Performance

Checklist

Tracking Your Marketing Progress Checklist (1)

Mastermind Section Four

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Section Four

The Importance of a Member Journey

Video One

Intro to The Importance of Member Journey

Video Two

The Importance of Member Journey

Video Three

The Economics of Retention and Important KPIs for Tracking Retention

Video Four

How to Fill Out Member Journey/Retention Audit Spreadsheet

Checklist

_ Importance of Member Journey & Retention Checklist (1)

The Member Journey Touchpoints

Video One

Intro to Member Journey Touchpoints

Video Two

Member Journey Touchpoint Curriculum

Video Three

Types of Touchpoint Surveys

Checklist

Final P4,M2 Member Journey Touchpoint Intro (1)

At Risk / Low usage Clients

Video One

Intro to At Risk / Low Usage Clients

Video Two

At Risk / Low Usage Understanding

Video Three

At Risk Guidebook & Intervention Strategies

Video Four

How to Enter Data Into Your Non-Usage Tracker

Checklist

At Risk_Low Usage Clients Checklist (1)

Maximizing your services

Video One

Intro to Maximizing your Services

Video Two

Defining Service Maximization

Video Three

How to Maximize Your Services

Checklist

Maximizing Your Services Checklist (1)

Building and Reinforcing Studio Culture

Video One

Intro to Building and Reinforcing Studio Culture

Video Two

Culture Matters

Video Three

Your Team's Role in Building Culture

Video Four

Nurturing Your Culture for the Long Term

Checklist

Building & Reinforcing Studio Culture Checklist (1)

Celebrations, Milestones and Referrals

Video One

Intro to Celebrations, Milestones, and Referrals

Video Two

Retention Through Celebrations & Milestones

Checklist

Celebrations, Milestones, Testimonials & Referrals checklist (1)

The Renewal Process

Video One

Intro to the Renewal Process

Video Two

Renewal Intricacies

Video Three

Renewal Process

Video Four

How to Fill Out Your Renewal Tracker

Checklist

Renewal Process Checklist (1)

The Cancellation Process

Video One

Intro to the Cancellation Process

Video Two

Creating Your Cancellation Process

Video Three

Creating Your Exit Survey

Video Four

Manually Tracking Cancellations

Checklist

The Cancellation Process Checklist (1)

Additional Resources

Retention & Renewal Video 1

Retention & Renewal Video 2

Mastermind Section Three

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Section Three

Understanding Crucial KPIs

Video One

Intro to Understanding Crucial KPIs

Video Two

Understanding Crucial KPIs

Video Three

Crucial Studio KPIs

Checklist

Crucial KPI Checklist (1)

Tracking your Crucial KPIs

Video One

Intro to Tracking your KPIs

Video Two

Tracking Your Crucial KPIs Curriculum

Video Three

Inputting Your Crucial KPIs

Downloads

Checklist

Tracking Your Crucial KPIs Checklist (1)

Goal Setting for your Crucial KPIs

Video One

Intro to Goal Setting

Video Two

The Goal Setting Process

Video Three

Using your KPI Tracker for Goal Setting

Video Four

Reading the Goal Tracker Section of your Monthly Scorecard

Downloads

Additional Resources

Checklist

Goal Setting for your Crucial KPIs checklist (1)

Analyzing Your KPIS & Benchmarks

Video One

Intro to Analyzing your KPIs

Video Two

Analyzing Your KPIs

Video Three

Reading your KPI Dashboard

Downloads

Checklist

Analyzing Your KPIs Checklist (1)

Maximizing Your Revenue

Video One

Intro to Maximizing Your Revenue

Video Two

Maximizing Your Revenue

Video Three

Increasing Your Average Client Monthly Value

Checklist

Maximizing Your Revenue Checklist (1)

Understanding Expenses and Profitability

Video One

Intro to Understanding Expenses & Profitability

Video Two

Assessing your Current Situation

Video Three

Conducting Expense and Profit Assessment

Video Four

Expense Audit

Video Five

How to fill in the Class Volume Calculator

Checklist

Understanding Expenses and Profitability Checklist (1)

CEO Benefits & Basic Budgeting

Video One

CEO Benefits & Basic Budgeting

Video Two

Filling in Your CEO Benefits

Video Three

Understanding the Proforma Categories

Video Four

Using The Studio Proforma Spreadsheet

Checklist

CEO Benefits Checklist (1)

Other Financial Principles

Video One

Other Financial Principles Intro

Video Two

Credit Card vs. ACH

Video Three

Using the Expanded KPIs Spreadsheet

Video Four

Intro to Profit First

Video Five

Using the Profit First Allocation Tracker

Checklist

Other Financial Principles Checklist (1)

Virtual Marketing Retreat

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Virtual Marketing Retreat

For previous Virtual Marketing Retreat assets, please click here.

90 Day Marketing Plan

Quarter Three 2024

Checklist

Q3 2024 VMR Checklist