IVY Onboarding - HC Development | AI Sales | Fractional Sales Support Teams

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IVY Planning Group Onboarding

Campaign Requirements - Step 1 of 7

Domain *

ivyplanning.group
ivyplanning.us
ivyplanning.co
ivyplanning.ai
Other

Other Domain

Assistant Name *

Jessie Williams - jwilliams@agrhealth.us
Jessie Gutierrez - jgutierrez@agrhealth.us
Chris Moore - cmoore@agrhealth.us
Other Name

Email Address will be updated based on the Domain Approved

Assistant Name

Will Client Provide Calendar Access or Calendar Link

Calendar Link
Calendar Access

Calendar Link

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Pain ROI Assistant

Sales Funnel Process Review & CRM Optimization

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Geography

Industry

Company Size

Company Revenue

Job Titles

Other Information (If Any)

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To understand and target the specific pain of each prospect

Are you frustrated with X?

Do you need Y?

Imagine if you could Z?

Pain Questions

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Storybrand One Liner Exercise | Donald Miller

Storybrand One Liner Exercise | Donald Miller (30 mins)

https://youtu.be/HFergI0UOAs

One-liner Exercise Notes:

Identify Customer's Problem
Explain your plan to help them
The successful ending to their story

Examples:

Most people struggle with “this”

But we created “this”

So, they don't have to struggle anymore and they actually enjoy life,

and it looks like “this” for them

What is your customer's problem?

o Be specific (Don’t be vague)

o Make sure it's a pain

o Get it down to a sound bite

What is your plan to help them?

o Make it feel like a new idea

o Make it understandable

o Make it brief

Describe a successful ending to their story

o Make it the "controlling idea" of your business

o Make it something they want

o Make it brief

Problem

Solution

Benefit

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Unique Value Proposition (UVP)

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Metrics for Successful ROI

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