10: Strategic planning that doesn't suck

What up and namaste to my yogis, my sisters, my brothers, and all my conscious entrepreneurs out there working to make their passion their paycheck. I'm Adi Shakti, the Six Figure Yogi. I have been sent to elevate and empower you. I bridge the gap between old school, big business secrets and your new paradigm creation. Consider me your hippy business strategist and your new best friend. Be sure to head over to sixfigureyogi.com, that's S-I-X-figureyogi.com, for your free online marketing and conscious business growth e-course with yours truly. Grab your kombucha, turn down your Grateful Dead, and get ready to take notes.

Namaste and welcome. This is Adi Shakti, the Six Figure Yogi. I want to give a shout-out to Beth Anne. She is based on the Pacific side. We actually did our reiki certification together, I think it's been a couple of years ago now. She had a question, and I wanted to feature that today.

"Hi, Adi. Thanks for the webinar. It definitely answered some questions. I've been following and implementing lots of your helpful information. I'm having trouble understanding the use for CRM and for an automated email system. I love Drip and that you use it. However, it's super far out of my budget, so I've been getting on AWeber, which does the automation emails that I can send out to multiple lists, et cetera. I'm wondering if it's also worth it to sign up and pay for a CRM system like Pipedrive, as well. Can you go into detail about what the difference is and if it's worth it to invest in both of these things when you're just getting started. Anyways, thanks again. You rock. I'm making 1,000 great changes to my business and all because of your help. So sad I can't make it for the 300-hour program in January. Peace and namaste, Beth Anne."

Thank you so much for writing in, Beth Anne. This is something that's important to address. What she's talking about is she's talking about the difference between a CRM, which is a customer relationship management system, and an automated email system, we use Drip or MailChimp or AWeber or Intraport, all these different automated email systems. For us, we sell live events. For people in the space that are selling online packages, online trainings, things where the entire process is online, I think that just having an email automation system is fine.

Because you're doing a formal launch, you have this product that you're selling, and you're supporting your clients every step of the way through these automated emails, working them through the deadline and all of these different things to sign up for your services, and they're accessing all of that via the Internet. What's different about what we do and so far what I know about all of you, what you guys are doing, is it's more live events. It's retreats. It's getting people to come to your classes, getting people to come to your workshop, setting up private coaching sessions, setting up private personal training, helping people plan retreats, all these different things that you guys have communicated with me that you're doing.

What I find is that we have our automated email system, and what we have with our automated email system is something called lead nurturing. We can actually see on our end how people are engaging with our content, what links they're clicking on, where they're going on our website, which emails they're opening, which videos they're watching. Over a period of time, as people become more and more engaged with our company, their lead score is automatically tracked by our system, it goes higher and higher. Then once we get to a certain point with the lead score, that's when we're really individually reaching out to people to see how we can support them in moving forward with our company.

Once you get to a place where you have thousands of people on your email list, it's not realistic to be keeping an eye on all few thousand people to see where they are in the process in all of that. For us, that's where the CRM, or the customer relationship management, system comes into play. When I started, mind you, I had a list of emails and I was collecting them all through my lead page. I had no automated email system at all. I was just collecting all of my emails through Instapage and I was keeping a list on Google Sheets and I was reaching out to them periodically and I was keeping track of everything on a single Google Sheet document.

Over time, over the course of six months, I had maybe 150 people that were interested in my programs and I was having a harder time keeping track of who had applied, who I'd talked to, what we talked about. There wasn't enough space to keep everything organized in a way that I really felt good about. At that time in my business is when I actually hired on my first employee, or independent contractor.

Namaste. This is Adi Shakti, the Six Figure Yogi. I just wanted to extend an invitation out to all of you to join us for one of our yoga teacher training and self-empowerment courses here, in the jungles of Costa Rica, with my company, Passion Yoga School. You can learn about all of our upcoming 200-hour programs at passionyogaschool.com. We've just recently launched an advanced module with a prenatal option, as well, for those of you looking to become 500-hour-level teachers. I just wanted to invite you all to head over to passionyogaschool.com. There's a free online e-retreat with me, with seven yoga classes, daily meal plans, lectures on yoga philosophy, and so much more that you can grab there, as well.

I'm so thankful for all of you for listening in. I would love to meet you and welcome you down here, on the Southern Caribbean Coast of Costa Rica. Namaste. Now, back to your boss training.

At that time is really when I got hyper-organized and really started to systematize my business in a much clearer way. What worked for us is to have ... This is when I took on and I made a transfer to our current email provider. It's when I started really building my behind-the-scenes marketing automation with the emails. This is really when I started. I was in a place now where quite a few people had signed up for my programs. I was able to invest in a videographer. I was able to invest in creating more content. Then I had an assistant that was handling the day-to-day administrative support so that I could really focus on developing and building all of this content that I have available on my website and otherwise and in my emails.

I have this lead nurturing process with all of my prospective clients or people in our online community where they're getting high-quality content, they're hearing from me on a regular basis, they're hearing what's going on in the company, they're learning about upcoming events, they're invited to our webinar. We just started a webinar series, the Slay Series. You guys can watch out for that. If you're in our insiders, you'll get the information on those upcoming webinars. I'm offering regular support, regular value, for our online community.

Then, as there's that one person that raises their hand and expresses that they're actually interested in moving forward and becoming a buyer, or in coming down for our Soulful Strategic Mastermind and really working with me more one-on-one to hone in on their business, or they want to take their yoga teaching to the next level, or they want to start the path of becoming a yoga leader, then we have ways that we connect with them. Our strategy for those people that have expressed that they're actually interested in moving down a buying path is different than those that are just enjoying our content and our online community.

Those people, once they finally express interest that they're ready or they might be ready or that they are interested in coming down, they're wanting to hop on the plane, then that's when they move over to our CRM system, or our customer relationship management system. Then they're on a cycle where we're reaching out periodically and making sure that they have all the support that they need. I'm scheduling phone calls with them, or Aaron's scheduling phone calls with them. We're getting all their questions answered and we're really going above and beyond, even more so than we do with the rest of our online community, to make sure that those clients or potential clients have all of the support that they need to start to move towards joining us here, in Costa Rica.

For us, it's important and it makes sense to have two different, distinct systems. We have the lead nurturing system. Then, once we have what we consider a hot lead, or someone that has expressed interest in getting on that plane, then they move into a different system and are receiving more specialized support that's actually human-run, that we're being conscious and aware and speaking to their specific needs as they've expressed them, and all of that, versus the automation system, which you can only take so far in terms of individuals support and answering specific questions. That's the difference.

Like I said, I know you're just starting out, Beth Anne, and I know a lot of you are, as well. I started with an Excel document, a Google Sheets document, and I kept everything there. I was really diligent in keeping everything updated. I kept everything on one page, how much people had paid me, how much they owed, when they said that they would pay. Kept track of different conversations that we had and notes about them so that I could refer to those notes before I even talked to them in the future, had their email, had all of this information there. Finally it got to the point where Aaron and I looked at this document and just wanted to throw up.

We had to become more sophisticated. That's when we chose to opt for Pipedrive. That's when we chose to opt for our more sophisticated online marketing system. Pipedrive is $12 a month. It's not a ton. It has completely transformed the way that we do business. It's made everything so much easier for us. I do recommend them as a service. It really has been extremely helpful for all of our different projects. We have Maha Shakti and facilitators that we're keeping up with on bringing groups down to us. We have Passion Yoga School students that are interested both at the 300-hour and at the 200-hour level for that. Then, plus, I have other projects, Costa Rica Travel Authority, that we're keeping track of things there.

It's a lot. The more systematized, the more systems that you can have early, it's much easier to start those early. I wish I would have started them early, instead of waiting a year and a half down the line when I had all these clients and all this momentum going, and stuff to do. Then having to completely revamp my entire system and move everything over into a more sophisticated platform took a lot of time and a lot of stress. If you do have the resources, the $12 a month, to go ahead and pour into that, you will thank yourself down the line. Everything will be laser-focused, super organized, and then you'll be more effective at being able to drive the profits of your business, which is really going to keep you going.

That's what you want to stay focused on, not all these organizational tasks. You want to be on the phones. You want to be connecting with people. You want to be developing your content, developing your programs, supporting your clients, doing your yoga practice, spending time in nature, all those different things that we need to do to make sure that our businesses and our lives are happy and thriving. That's the difference, Beth Anne. I hope that that's helpful for you and for some of you out there listening, as well. I'm Adi Shakti, the Six Figure Yogi, and I will see you next time.

Thank you so much for empowering me to be a part of your journey to abundance. My work is to be of service, fully and completely. That would not be possible without you trusting and letting me in. Be sure to head over to sixfigureyogi.com, that's S-I-X-figureyogi.com, for your free online marketing and conscious business growth e-course. You've got this. I believe in you, and I'll see you next time. Namaste.