Shownotes
How would you show up and sell differently if you had more than $5 million in collected client results to back your program promise?
If you don’t have the client results to back up your program promise, you likely feel how that waters down your messaging (and confidence) in your marketing and launches.
Gina Knox, a financial coach for entrepreneurs, knew her program, Six Figure Saver, was creating results because clients were sharing their wins in the community channel, but she wasn’t clear on:
❌how many clients were getting the results,
❌who achieved her program promise (or how far they were from it)
❌what was helping them get results and where they needed more support
Now Gina has collected more than $5 million in client wins to back her program promise: to save $100k in 12 months regardless of your income level.
Tune in because Gina shares how she thinks about her client data in different ways to improve her program and how she integrates it into her marketing so she can sell without any doubt that her program gives clients the big result it claims.
*This does have a visual component, so you can view the YouTube version by clicking here.
02:41 — Reaching more than $5 million in collected client results
08:44 — How to use client data to update your curriculum for better client results
10:59 — How to navigate not having the data to know what needs to be improved
16:10 — How to create a culture where clients want to fill out the results tracker
34:09 — Ways to use your client data in to make your marketing more effective
39:54 — 💻 Screenshare: Spreadsheet vs. Airtable systems
44:11 — 💻 Screenshare: Dashboard interface that summarizes all data
46:08 — 💻 Screenshare: Client record and what the data looks like per person
📚Mentioned in this Episode
👋Connect With Gina Knox
Gina Knox (she/her) is a financial coach for entrepreneurs. She teaches entrepreneurs how to save $100k with her program 6 Figure Saver, then she helps her clients create a 7-figure wealth portfolio with her mastermind 7 Figure Wealth. Over her career as a coach, Gina has helped her clients save more than $5 million. Gina is a Mexican Mom, an art school grad, a designer, a hobby potter, a world traveler, and a money nerd.
- Free Training How To Save $10k In 30 Days: https://ginaknox.co/free-training
- Website: https://ginaknox.co/
- Instagram: https://www.instagram.com/ginaknox/
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Transcripts
In terms of me and my energy as a CEO I am so behind my program, I see my peers
Speaker:getting coached in the masterminds that I'm in, who are, you know, feeling a
Speaker:little shaky about their client results.
Speaker:And not because they don't get their client's results, but because they
Speaker:don't have a quantifiable way of seeing over time their client's results.
Speaker:There's a hesitation to claim something.
Speaker:" I can't say that I do that because I don't know."
Speaker:Having this data helps me be so behind my program and that a hundred
Speaker:percent affects my sales, right?
Speaker:Like I think that any CEO listening to that understands that.
Speaker:Welcome to Systems Famous, the podcast where we're revolutionizing the coaching
Speaker:industry by putting client results first.
Speaker:I'm Ashley Pendergraft, a systems and automation expert with over five years
Speaker:of experience in the coaching industry.
Speaker:Let's get into the show.
Speaker:Hello and welcome to the Systems famous podcast.
Speaker:Gina.
Speaker:I am so excited to have you.
Speaker:This is like,
Speaker:excited to be here.
Speaker:This is such a long time coming.
Speaker:Before we dive into all of the things, because you have a very exciting
Speaker:milestone that we're going to get all into, go ahead and introduce yourself.
Speaker:I feel like everybody in the industry knows who you are, but go ahead and
Speaker:introduce yourself your programs and like specifically the results that you
Speaker:get your clients inside of your offers.
Speaker:Amazing.
Speaker:Hi everyone.
Speaker:My name is Gina Knox.
Speaker:I'm a financial coach for entrepreneurs and I help with two things in my programs.
Speaker:I have my program Six Figure Saver, which is my 12 month group program,
Speaker:and the result is in the title.
Speaker:We're there to save a hundred K in 12 months, so I help my clients with saving.
Speaker:Most of the time, primarily it's saving in their business, but we
Speaker:also trickle that down into saving in your personal life as well.
Speaker:And then I have my Mastermind, which is a six month mastermind
Speaker:called Seven Figure Wealth.
Speaker:And it's all about learning how to build wealth outside of your business.
Speaker:So we learn how to save in your business, then we learn how to build
Speaker:wealth outside of your business.
Speaker:And in Seven Figure Wealth, we are learning how to leverage stock market
Speaker:portfolios, debt and real estate.
Speaker:I have been a one-on-one client of Gina's.
Speaker:I've been in Six Figure Saver.
Speaker:I'm currently in Seven Figure Wealth.
Speaker:So
Speaker:all the things
Speaker:I do all the things that Gina ever offers and every time
Speaker:I'm like, do I need this Gina?
Speaker:And she's like, I don't know.
Speaker:Do you?
Speaker:And then at the answer is always yes
Speaker:I'm a little bratty with, I'm a little bit bratty with my like, longtime clients.
Speaker:I'm like, it's your decision.
Speaker:You decide.
Speaker:look.
Speaker:Well, we are here to talk about client results and specifically, Gina, you just
Speaker:posted on Instagram stories, an incredible milestone for six-figure savers.
Speaker:Tell the people what you've accomplished inside that program.
Speaker:Okay.
Speaker:So we just hit $5 million in collective client savings in that program.
Speaker:So there's a couple pieces of context I want to give you first though.
Speaker:Because a lot of people, when they hear that number, they're like, okay,
Speaker:but like, what does that really mean?
Speaker:Probably you have thousands of people.
Speaker:I'm like, no, 155 people have been through our doors.
Speaker:155 people have saved $5 million, which is insane.
Speaker:So proud of that.
Speaker:And to give you guys a little bit of backstory, Six Figure Savers started
Speaker:in May 2020, on January 1st, 2021, we decided to start tracking client results.
Speaker:These are all results that clients submit themselves.
Speaker:So they're doing it themselves.
Speaker:As you may imagine, not everybody does it.
Speaker:Ashley, Ashley.
Speaker:I, , we'll, we'll talk about, we'll talk about
Speaker:We'll about it.
Speaker:We'll talk about it anyways.
Speaker:So yeah, it's all client submitted results and since, yeah, since 2021, we've saved
Speaker:five point something, $5.027 million,
Speaker:I love it.
Speaker:And you are currently tracking your results in Airtable, and we will
Speaker:get into how you started to do that.
Speaker:But when you first started in January 2021, were you tracking in a Google sheet?
Speaker:I was tracking in a Google sheet.
Speaker:It was a, I have it pulled up.
Speaker:It's so embarrassing.
Speaker:There's like broken formulas.
Speaker:It's a hot mess.
Speaker:It's so embarrassing.
Speaker:I was tracking in Google spreadsheets, and what I did was I had a Google form and if
Speaker:you like, have ever used Google Forms, you can connect the output of the data from
Speaker:a Google form into a Google spreadsheet.
Speaker:So every single month I would send out the form and people would submit
Speaker:it and then I just had this mess of data and it's, it's a mess.
Speaker:It's like literally a mess.
Speaker:It is a mess, but it's also better than nothing, which I think is a really good.
Speaker:What made you shift for those first eight months when you weren't
Speaker:tracking at all, when you were like, okay, we need to start tracking.
Speaker:What was that kind of turning point for being like, all right, we need
Speaker:to start tracking results even if it's not in the best platform yet.
Speaker:well, to be fair, at the time I thought it was hot shit.
Speaker:I was like, I'm tracking results and it's in a spreadsheet.
Speaker:I thought it was so cool.
Speaker:Gina loves spreadsheets Y'all.
Speaker:Gina was the biggest spreadsheet fan ever before we worked together.
Speaker:love, love, love spreadsheets.
Speaker:Yeah, so I thought it was really cool.
Speaker:But I think I just decided like, So we're getting these client wins
Speaker:and people are sharing their wins.
Speaker:In our at the time we didn't have Slack at the time.
Speaker:We had a Marco Polo group, which was Peak Pandemic Behavior.
Speaker:Is that all video or is there, was there a text.
Speaker:Marco Polo is all video.
Speaker:It's just like a timeline stream of video.
Speaker:There's no organization.
Speaker:We were a much smaller group too.
Speaker:I think we were like less than 20 people at that point, so it was manageable.
Speaker:But yeah, people would like share in Marco Polo their wins, which was super exciting.
Speaker:And I was like, I need to find a way to capture this because it's slipping away.
Speaker:It's getting lost in the timeline of all of these videos.
Speaker:And so I think the original idea was to have something to quantify our results,
Speaker:which was also going to help my marketing and help me feel like what are we actually
Speaker:doing and where do we need to improve?
Speaker:Because as the coach, I care a lot about not just individuals, you know, growth,
Speaker:which is very important when you're coaching one-on-one or coaching, somebody
Speaker:in Slack or coaching somebody on a call.
Speaker:But I cared about is the collective getting it.
Speaker:And if not, then I need to work something out.
Speaker:Right?
Speaker:So it was a way for me to also test, is my curriculum working or
Speaker:do I need to make some changes?
Speaker:And I think that's something that you mentioned in the beginning.
Speaker:I think people always, when they see 5 million in client wins, they're
Speaker:like, okay, that means a few people are getting the most results.
Speaker:And I think with some of the, group programs that have been critiqued,
Speaker:like the big, like celebrity quote unquote coaches, they're like, they
Speaker:have these people on their sales page that like, there's an iceberg.
Speaker:It's like the tip is like, yay.
Speaker:All these people that are happy and getting results, but
Speaker:these people underneath the iceberg are like struggling.
Speaker:And so many people are so skeptical, I think, of programs and programs,
Speaker:promises and results now, and now that you, if you were still in Marco
Speaker:Polo, you're like people are getting results, but you just wouldn't totally
Speaker:know, to the penny, to the dollar, the averages, all of those things.
Speaker:So it makes sense that you wanted to move into them.
Speaker:It's also so helpful because there are always going to be people who struggle in
Speaker:your programs who need something explained slightly differently or something.
Speaker:And so it's helpful to have the data and be able to, when you see
Speaker:that person on a call and you know that they're maybe not submitting as
Speaker:many wins as the average, you can be inviting them to come get coached.
Speaker:Right?
Speaker:It's not just about Ignoring the people who aren't getting results and
Speaker:trying to hide from them as much as like I see where everyone's kind of
Speaker:landing and maybe I need to explain something different to this group
Speaker:of people and so how can I do that?
Speaker:And again, that can be helpful in a call when you're coaching someone
Speaker:on a call or you could think okay, I have this group of people who are not
Speaker:getting the result I want them to get.
Speaker:What curriculum do I need to make for them to help them?
Speaker:You know, move forward or move past whatever block they may be having.
Speaker:That's such a like mature way to look at your curriculum and your programs
Speaker:and your client results because, woo.
Speaker:Because it can be really hard to come at it from a place of curiosity.
Speaker:Because I think there is some of that resistance of, well, it's all there
Speaker:and if you just go through the program, the program works if you work it.
Speaker:And that is like not a collaborative place to be with your clients.
Speaker:You get so many different types of clients, especially as you're scaling,
Speaker:especially if you have 155 people, they're all going to learn in different ways.
Speaker:So even if some folks are getting the results, it's not that these people
Speaker:aren't getting the results Because they're not working hard enough, there
Speaker:might just be some new curriculum to add.
Speaker:What was some of the specific, either curriculum or systems updates
Speaker:you did to capture that group that maybe wasn't getting the result
Speaker:as fast as you wanted it to be?
Speaker:In my Airtable form now, I have a question that says, what
Speaker:helped you create this win?
Speaker:And it's required.
Speaker:And so you have to write something and you'll see, as you scroll through, people
Speaker:are referencing one specific concept the most, which is called My Buffer
Speaker:system, which ironically, you and I came up with together on a one-on-one call.
Speaker:I was crying, crying, crying about not having enough money.
Speaker:Yes.
Speaker:And I mean, the buffer system is really, really simple.
Speaker:All it is, is you decide how much money to leave in your checking
Speaker:account, and then anytime you log in and there's more money than that, you
Speaker:move the additional money to savings.
Speaker:And I think what was so helpful about that concept was it required no spreadsheets.
Speaker:It required no premeditation, it didn't require you change your spending habits.
Speaker:All it requires is, you know a number, you log in.
Speaker:If it's over, it's like a, if this, then that statement.
Speaker:Which is so simple.
Speaker:Anyone can do that.
Speaker:And so when we were workshopping that and you were finding really helpful
Speaker:results with that, I was like, why am I, at a certain point it like clicked.
Speaker:I'm like, wait, six figure savers need this.
Speaker:Like they're struggling with knowing when to move money.
Speaker:And so I just need to answer that question and then all of a sudden, like every other
Speaker:savings win is referencing that concept.
Speaker:Literally, it is my most referenced concept.
Speaker:Bar none.
Speaker:And there are a couple other concepts.
Speaker:So you see the other ones come through, but it's like, okay, that is the winning
Speaker:concept, which is so helpful because now I'm never going to take it out,
Speaker:if anything, I'll work on improving that concept.
Speaker:But now I know like that's probably the bedrock concept of the curriculum.
Speaker:And if I were to do a curriculum revamp again, which I will like,
Speaker:we just keep improving it, I would probably center it all around that.
Speaker:I think that's so interesting too I'm about to do a huge curriculum overhaul
Speaker:and looking at the clues of what people are either referencing the most or
Speaker:struggling with the most, like, it's kind of like you're looking at it from both
Speaker:angles and how can you bridge that gap to get everybody more client results.
Speaker:I think it's a really great way to look at that.
Speaker:can I share one other thing that I'm working through now?
Speaker:Because it might be helpful.
Speaker:It's not all roses and sunshine.
Speaker:What bothers me is a group of people who never submit one savings win.
Speaker:And my belief is that it's not because they're not saving or getting results.
Speaker:It's either because they're not engaging in the program or they're just not
Speaker:submitting their wins, which people do.
Speaker:I do that in the programs I'm in, I don't submit my wins.
Speaker:So I think it's normal behavior.
Speaker:So now what I'm thinking about is what is causing people to not engage
Speaker:at all in the program once they buy?
Speaker:Because I have the people who are like the super fans and they show up
Speaker:and they do everything that we do.
Speaker:And then there's the people who don't even engage at all.
Speaker:And I've been playing too with like when there are no clues in
Speaker:the data because there's no data to have clues around what do you do?
Speaker:And I think that I've been thinking through , what are people
Speaker:feeling about their money that's causing them to not even show up?
Speaker:Because money is so emotional and I think it's like that lack of data is a clue.
Speaker:I'm curious too, and I, I have never asked you this or brainstormed this,
Speaker:but something that might be interesting to add into your onboarding form is a
Speaker:question of like, We collect savings wins.
Speaker:We ask for that.
Speaker:We want to work for this collective goal together.
Speaker:Do you want to opt out of that?
Speaker:If they're like, yeah, like that's not something I do in programs.
Speaker:I don't submit wins, I probably would've said like, yeah, I'm not going to do that.
Speaker:If they opt out, then that gives you at least a data point like that they never
Speaker:were going to do it in the first place and that, that might be something to add.
Speaker:That's an interesting point.
Speaker:Yeah.
Speaker:Because like I think that there's two groups in there.
Speaker:There's probably the group that is trying to get wins and they're
Speaker:struggling versus the group that's like just not engaging with the tracker.
Speaker:And it's hard from a data perspective to know which is which.
Speaker:I think you could do, that's a good opt-in point.
Speaker:And then all of this is possible with Airtable.
Speaker:That's why we're saying it nonchalantly.
Speaker:Because other people would be like, how would I possibly like, send
Speaker:these hundreds of manual emails?
Speaker:But you could say after 10 days, after 30 days, like if they haven't filled
Speaker:out the tracker, send them a reminder and then say, Hey, if you actually
Speaker:want to opt out of this process, just hit reply and let us know, and
Speaker:we won't remind you about it again.
Speaker:That might be another way too.
Speaker:I wonder if that would capture anybody who's been at zero.
Speaker:It could be worth a test,
Speaker:Your Google sheet could never, your
Speaker:My Google sheet literally could never.
Speaker:and I think so many people think that they are tracking their wins.
Speaker:Because they're tracking them in a Google sheet.
Speaker:And I have had a couple people send me big coaches.
Speaker:I like Stacy Beman.
Speaker:Stacy Beman had this like post that was just like, we track our wins inside
Speaker:of a spreadsheet and my team is in there every day adding the things.
Speaker:And a couple people DM'd that to me and they're like, Whoa.
Speaker:Like this is like some like 18th century nonsense, like wow they need Airtable.
Speaker:What is going on?
Speaker:I think it's just so funny because the, those who don't know the possibilities
Speaker:of tracking an Airtable feel like they are getting all of these wins and
Speaker:they're tracking them in one spreadsheet.
Speaker:What do you think folks who aren't tracking their data and their wins
Speaker:inside of Airtable are missing out on?
Speaker:So much, there's so much that you're, they're missing out on.
Speaker:First of all, the thing that sold me on Airtable and Ashley's entire system was
Speaker:she showed me the primary student record, which is essentially like each one of
Speaker:your students becomes a record in the database, and everything that that student
Speaker:does gets tagged back to that record.
Speaker:So I can go to the directory, I can click on any single student,
Speaker:expand the record and see their whole history inside of the program.
Speaker:I can see their onboarding form.
Speaker:I can see every single question they've submitted, and when.
Speaker:I can see every single savings win they've submitted and when.
Speaker:And we take screenshots of our Slack wins and put those into Airtable
Speaker:too and tag those to the person.
Speaker:So I see all of the screenshots that we've gotten from them.
Speaker:Like it's so valuable to be able to click into any one given person and see
Speaker:their history inside of your program and see how they've like changed
Speaker:over the course of your program.
Speaker:That's one thing that your spreadsheet will literally never, ever, ever be able
Speaker:to do unless you're really a wizard.
Speaker:But even if you are a spreadsheet wizard, like the amount of time it
Speaker:takes, so this is the secondary thing.
Speaker:I have all of that data and I don't do anything for it.
Speaker:It takes me zero time to do all of that, literally zero time.
Speaker:The only thing that takes time is putting our Slack wins into Airtable,
Speaker:and we do that on a monthly basis.
Speaker:My OBM does that.
Speaker:It takes her about 30 minutes.
Speaker:So for all of that data, it's taking us 30 minutes a month versus having
Speaker:an entire team upkeep a spreadsheet.
Speaker:And if you guys have ever done big, big spreadsheets like this, they break, right?
Speaker:Like the formulas break, somebody clicks off the wrong thing and all
Speaker:of a sudden the whole thing breaks.
Speaker:It's just, oh my God.
Speaker:The time alone.
Speaker:The time alone.
Speaker:And imagine like how many other things you could be doing with that time.
Speaker:Don't let your OBM be spending hours doing data entry of all these things
Speaker:when it could just be like they could, you guys could be analyzing the data
Speaker:and then building better programming or like something I know that y'all do is
Speaker:someone might not be used to filling out a form like that six figure saver tracker.
Speaker:They might not do that, but they're used to sharing wins in a Slack channel.
Speaker:And I think y'all do at least, I think sometimes you submit even on their behalf,
Speaker:but you'll say, Hey, love this win.
Speaker:Can't believe it.
Speaker:Don't forget.
Speaker:Just like, don't forget to add it to the tracker.
Speaker:How have you created a culture where people are like actually
Speaker:filling out your tracker?
Speaker:A couple things.
Speaker:When you submit a savings win, you tag your name, so it goes back to your
Speaker:student record, and then you submit how much you put into savings that day.
Speaker:Then a couple other questions.
Speaker:Immediately after you submit it, you get an email that says, congratulations,
Speaker:you submitted a savings win.
Speaker:So you may have submitted a hundred dollars, but over the course of your
Speaker:time in Six Figure Saver, your total submitted savings might be $6,000.
Speaker:You get an email that says, congratulations, you
Speaker:submitted a savings win.
Speaker:Your new total savings since you've been in this program is $6,000.
Speaker:Keep it up.
Speaker:The reason we did that was I was getting so many questions from people being like,
Speaker:can you tell me how much I've submitted?
Speaker:Can you tell me how much I've submitted?
Speaker:People wanted that data, they wanted their own data because I don't know
Speaker:about you, but like, that's exciting.
Speaker:Our friend Kirsten has million dollar email and I'm in that
Speaker:program and I want to know how many email wins I've submitted.
Speaker:Like, I like to know that number.
Speaker:It keeps me motivated.
Speaker:So that's one thing that we do to help people.
Speaker:Keep the momentum up.
Speaker:But then the other thing we do culturally across the program is we very much
Speaker:talk about it like a collective, right?
Speaker:We are working towards a collective goal.
Speaker:Every single dollar counts towards this collective community goal
Speaker:because we all want to be in a community that is uplifting each
Speaker:other and is collectively winning.
Speaker:That is fun.
Speaker:So every single week inside of Slack we have a weekly reminder that says we are
Speaker:working towards our collective goal of $5 million saved in 2023, remember to submit.
Speaker:We have just an automated weekly thing.
Speaker:Now I'm going to have to update it Because we hit 5 million, so now I'm going to have
Speaker:to change it to 10 million or something.
Speaker:But I think that really the emphasis on community is so,
Speaker:Helpful versus the individual.
Speaker:That feels like the special formula that, again, Airtable makes it so fucking easy
Speaker:to do this, but it's Giving them that momentum of, Hey, you just submitted
Speaker:this overall, you've submitted this much.
Speaker:Here's how much you have left before you hit the major goal.
Speaker:That's the first thing is remind them and give them that momentum.
Speaker:The second thing is like truly plastering your program and making it really easy
Speaker:for them to know where to submit things.
Speaker:You are doing a weekly slack to remind people to fill out this form,
Speaker:and you're doing it, which is the third part, with not like, Hey, I
Speaker:need to know if the program is good.
Speaker:I need testimonials for my sales page.
Speaker:It is like working towards a collective goal.
Speaker:There's a reason why we want you to submit this because we're all
Speaker:working on something bigger together.
Speaker:And I think those three pieces are the reason why you have so many people
Speaker:submitting so many client results.
Speaker:I'm curious, do you know how many people haven't submitted?
Speaker:It's definitely the majority have submitted at least something right.
Speaker:We have 131 records, so we're missing about 20 something people and 74
Speaker:have submitted at least a dollar.
Speaker:Actually, our lowest win is $35.
Speaker:Love it.
Speaker:so that's kind of how we're stacking up.
Speaker:Cool.
Speaker:Yeah.
Speaker:And I, I like that.
Speaker:And I think that there are ways that we can, I'm always like,
Speaker:how do we bridge the client gap, like results gap even more?
Speaker:And not only how do you get more clients, more results, but also
Speaker:how do you get them to submit?
Speaker:So that's always like something that we can brainstorm, but the foundation is
Speaker:just so strong and it gets you creative of like, how can we get more wins?
Speaker:How can we celebrate more people?
Speaker:I think that's really fantastic.
Speaker:And there's a couple of people in here.
Speaker:I'm like, this person saved so much money and they didn't submit.
Speaker:And I know for a fact Because I've seen it.
Speaker:Well, and
Speaker:get over it, but you're like, I want the perfect data set and
Speaker:it's just never going to happen.
Speaker:So that's something I have to also like just work through, is like, I
Speaker:know these people have saved money and they just didn't submit it.
Speaker:Well, and that's why you need to say like you have 5 million of submitted wins,
Speaker:but you are like, probably have millions more of smitted wins from clients.
Speaker:And that is like, that's so cool to be even like.
Speaker:Not be ashamed.
Speaker:Ashamed of like, oh, I don't have everybody's data, but like from the
Speaker:data that I have, we're already like the best money program in the industry.
Speaker:Like, that's so cool.
Speaker:Like blows my mind is that's only two and a half years of data.
Speaker:5 million in two and a half years.
Speaker:Are you joking?
Speaker:Like that's nuts.
Speaker:I get emotional because we're the Wizard of Oz on the backend, helping
Speaker:our clients get their clients results.
Speaker:But to be like, to be a part in your journey of helping people,
Speaker:like 155 people save five million dollars, million and wins.
Speaker:How does that make you feel when you look at these numbers, the impact
Speaker:you have had on these people's lives, what comes up for you?
Speaker:I recorded a bonus podcast episode yesterday and I was getting like a
Speaker:bit emotional because it's to, to your point, this is the tip of the iceberg.
Speaker:This is just the submitted wins, and if the dollar amount is one thing, the
Speaker:emotional transformation is another.
Speaker:Like the dollar amount represents people healing their relationship with money.
Speaker:And that has enormous ripple effects throughout your life, in your
Speaker:business, in your relationship with your kids, in your relationship with
Speaker:your partner, in your friendships.
Speaker:It has insane ripple effects and I look at all of my clients and I like
Speaker:scroll through the list and I look at their names and I know what they do.
Speaker:And all of my clients are entrepreneurs, and my thought is like every single one of
Speaker:my clients, their work, the work that they do is so needed in the world, and I get to
Speaker:be a part of helping them continue that.
Speaker:Mm-hmm.
Speaker:Like the money part, it's simultaneously such a small part because their genius
Speaker:is so much bigger than that, but money is required in the game of entrepreneurship
Speaker:and I don't know if your audience knows this, but I worked at QuickBooks for
Speaker:five years as a designer, so I had a lot of exposure to entrepreneurs.
Speaker:I mean, QuickBooks has millions of customers worldwide, and we would always
Speaker:talk about how like, 50% of businesses go out of business within the first
Speaker:five years, or most businesses aren't profitable for the first three years.
Speaker:Like all of these big statistics and it's like, yeah, money is such a
Speaker:crucial part in our entrepreneurial journey and my perspective is learning
Speaker:how to save is your job as a CEO.
Speaker:It's really hard to be a CEO if you're constantly like living
Speaker:sale to sale, launch to launch.
Speaker:Like just trying to keep it going like that and it's to see 5 million,
Speaker:I'm like, that represents $5 million that clients have been able to use
Speaker:to keep going, which is unmeasurable.
Speaker:It's insane.
Speaker:it's wild.
Speaker:Something else you're scaling.
Speaker:You have had some really successful launches.
Speaker:You've onboarded a lot of students at once, and when you start to get
Speaker:to this point, you don't know every single person in your program and
Speaker:you can't keep all of their progress inside of your head, even if you have.
Speaker:No.
Speaker:A mastermind that might be a little smaller.
Speaker:So you have the group program, 155 people, seven figure wealth is smaller
Speaker:when you technically could probably keep track of all those people in your head.
Speaker:But what is the benefit of doing like tracking systems like this for
Speaker:programs that are small enough where someone might be like, oh, I, I
Speaker:can keep track of everybody I know.
Speaker:I know where everyone's at.
Speaker:Yeah.
Speaker:Well, to be clear, 155 people have been through the program, but only
Speaker:75 are active because it's a 12 month program, so people have graduated out.
Speaker:Even still 75 people is a lot of people to keep track of in your head.
Speaker:And then when I add on top the 20 something people in my mastermind,
Speaker:that's a hundred people, a hundred clients that I'm managing.
Speaker:So a couple things to your point, I cannot keep track of everyone's
Speaker:progress in my head and I almost, I'm going to go on the record and say it
Speaker:would be irresponsible of me to try and coach a hundred people just like with
Speaker:nothing other than my brain, right?
Speaker:It would be irresponsible because I know I could do such a better job if
Speaker:I had systems, which I do thank God.
Speaker:So, there's a couple things.
Speaker:Because of Airtable, our automated onboarding and
Speaker:offboarding is taken care of.
Speaker:That's just huge by itself when you're onboarding and offboarding a
Speaker:hundred people at different times, because six figures is a 12 month
Speaker:program from the day you join.
Speaker:So everybody has a unique offboarding date.
Speaker:I cannot do that manually.
Speaker:Like absolutely not.
Speaker:So because that's taken care of and because so many of the
Speaker:client communications are taken care of, auto automatically.
Speaker:I actually have a lot of time that I wouldn't have had otherwise to
Speaker:read through my onboarding forms.
Speaker:Like even though I don't know each one of my clients individually, I know a
Speaker:lot of their stories because I read their onboarding forms, I read the
Speaker:questions that they submit for our calls.
Speaker:I read their wins.
Speaker:I'm like stalking them in Airtable.
Speaker:Mm-hmm.
Speaker:I'm like, so I almost have this little persona per person and I.
Speaker:There's definitely going to come a day where I can't even do that for everybody,
Speaker:but to know that I have the data that's easily accessible and so much of my time
Speaker:free to just spend time in there is huge.
Speaker:That's number one.
Speaker:Number two, because we have clear.
Speaker:Like metrics , that we're measuring against.
Speaker:So for Six Figure Saver, we're working to get everyone to a hundred
Speaker:K saved in seven figure wealth.
Speaker:We're working to get everyone an income generating portfolio.
Speaker:When clients submit their stuff, I can get a sense of like, okay,
Speaker:where is everybody at and who needs.
Speaker:Who like there's almost like for the people who are excelling, what
Speaker:are they doing that we can take and make more clear for everybody else?
Speaker:For the people who are struggling, is there any themes that I can extract?
Speaker:Again, for me, it comes back so much to curriculum building and how can I
Speaker:use my data to make better curriculum.
Speaker:Now in my mastermind, which is less than 30 people, right now in this
Speaker:round, we do monthly investment.
Speaker:Reports.
Speaker:So every month our clients are submitting their investment reports.
Speaker:And in that report we have a question, what do you need coaching on this month?
Speaker:Now, I'm not using that particularly to like call them out, but it's good
Speaker:for me to see what does my client think they need coaching on next and.
Speaker:I spend the time to read through all of those.
Speaker:I spend the time to read through what they feel like their struggles are
Speaker:at the moment so that it can inform my coaching when I do see them on our
Speaker:calls or when I do see them in Slack.
Speaker:Yeah, that's all great.
Speaker:And I think it just goes back to, you're not spending time collating the data.
Speaker:You're just spending time reading it and using it to make better decisions
Speaker:and better results for your clients.
Speaker:Like so many of us like have onboarding forms.
Speaker:When is the last time you looked at the data, like what you found?
Speaker:The Google sheet that like has the data and you made updates to it?
Speaker:We're collecting the data, but we're not actually looking at it.
Speaker:And that's what like this whole, having everything in one central
Speaker:spot and Airtable can really help you do is, is tell stories.
Speaker:Not just on the micro level of like, how is this client doing, but overall
Speaker:how are all of my clients doing?
Speaker:And especially with something like a mastermind where it is You might
Speaker:like do pop-up like trainings or just be like, okay, all y'all are
Speaker:clearly struggling on this thing.
Speaker:Like, let's talk about this this month.
Speaker:It's a little more dynamic and flexible.
Speaker:You don't want to just be like, I woke up and I have this vision of things.
Speaker:I want to teach my clients, like you are using what they're asking
Speaker:for and what they're struggling with to, to get them better results.
Speaker:We're in this like little world that like loves data and loves Airtable
Speaker:and loves like all this stuff.
Speaker:And I just forget, if we go a couple steps away, people don't
Speaker:have this for their programs.
Speaker:And it's like such a gift to give not only our clients, but also you, your team.
Speaker:They know what's going on.
Speaker:If there's a customer service issue, they don't have to go into your
Speaker:brain, they can just go into the
Speaker:Oh my God.
Speaker:the journey.
Speaker:How, how has it helped your customer service?
Speaker:I mean, it's insane.
Speaker:So, for example failed payments happen all the time.
Speaker:This is very normal.
Speaker:People's credit cards go outta date.
Speaker:Any number of things can happen.
Speaker:And because we have Airtable synced with our payment processor, When someone
Speaker:fails payment, which happens, it just triggers an automated email like,
Speaker:Hey, by the way, your payment failed.
Speaker:Here's what you gotta do, and here's what will happen if we do not
Speaker:recover your payment within 30 days.
Speaker:Here's our terms and conditions, and we also have a, in the, that automated email,
Speaker:our policy is to give any of our clients a 30 day pause if they need it for any
Speaker:reason, like no questions asked, so that email's automated and then like that.
Speaker:That eliminates so much of my team has having to chase people because
Speaker:they don't have to chase people, they just have to take inbound requests.
Speaker:After that automated email has been sent, the client fixes their credit
Speaker:card, it automatically puts them back in and it tags them correctly,
Speaker:and then it's like, thanks.
Speaker:You're good to go see you.
Speaker:See you later.
Speaker:Like even just that.
Speaker:How many hours a month were we spending chasing people and well, this person
Speaker:wants to pay in full and pay off their payment plan and this person wants to do
Speaker:this and this person wants to do that.
Speaker:And it's like, oh my God, we cannot keep track of this in an email thread.
Speaker:Yeah.
Speaker:It's way too much.
Speaker:So that alone, huge.
Speaker:Recently we had a client who re-enrolled, so our clients get an offer to
Speaker:re-enroll with us if they want to join for another 12 months for six
Speaker:figure saver, and she re-enrolled.
Speaker:And she emailed us and she said, I used the wrong credit card.
Speaker:Can you refund me?
Speaker:And then like, send me back the thing and I'll do it again.
Speaker:And my team had one clarifying question because they could find her in Airtable.
Speaker:They could see who she was, where when she had paid what she had di,
Speaker:what she had did what she had done.
Speaker:They emailed me one clarifying question and then they went off and did their job.
Speaker:And that was it.
Speaker:To, to fix that whole problem of the client paid with the wrong credit card.
Speaker:It would've taken me like five emails back and forth with her in the past.
Speaker:And now it took me one slack message to tell my team.
Speaker:Yeah.
Speaker:Good to go.
Speaker:Just go ahead and do it.
Speaker:That's nuts.
Speaker:That's nuts.
Speaker:Oh, it makes me so happy.
Speaker:Yeah.
Speaker:Automated onboarding, offboarding and resigns.
Speaker:That whole process is inside of my group program Systems Over Stress,
Speaker:which is what Gina went through.
Speaker:Tell me about how like actually setting all this stuff up was for you.
Speaker:Yeah.
Speaker:So, if you remember, this is so embarrassing.
Speaker:Like a year ago I was very team, no team, like I'm going to do it myself.
Speaker:Team, no team.
Speaker:So I joined Systems Over Stress before I had even an OBM or a VA or anything.
Speaker:And I set up, I would say like 90% of it myself.
Speaker:And then I ended up hiring A OBM and with Systems Over Stress stress
Speaker:at the time, we were able to let our team members into the program.
Speaker:And so I gave her access.
Speaker:I stopped logging in, I stopped going to the calls, I stopped submitting tickets.
Speaker:And then my OBM just managed the entire thing.
Speaker:I gave her a seat on my Airtable, account.
Speaker:And I think that that was also really helpful because I like my OBM to know
Speaker:without me having to train her, right?
Speaker:Like, yes, I have SOPs and all that stuff, but like it's so nice to
Speaker:have Systems Over Stress almost as like a training program for my team
Speaker:so I don't have to deal with it.
Speaker:But at the same time, it was so nice for me that I got to go through it because I
Speaker:understand what everyone's talking about.
Speaker:I don't feel Like systems blind, right?
Speaker:I feel like I know exactly what's happening and I trust
Speaker:you guys to go figure it out.
Speaker:And it was pretty easy for me.
Speaker:I'm, I'm a secret systems person, like I'm a secret nerd.
Speaker:I think it's Because I worked in tech for seven years in Silicon Valley,
Speaker:so I'm just like a techie person.
Speaker:But it was really easy.
Speaker:I set it up in a weekend.
Speaker:And I was able to, in that weekend, like transfer over old student
Speaker:data, which is probably the most labor intensive part for me.
Speaker:Just like copy and pasting stuff.
Speaker:But if I had started with Systems Over Stress when I started the
Speaker:program, that would've been amazing.
Speaker:That would've been so easy.
Speaker:smooth.
Speaker:Yeah.
Speaker:I love it.
Speaker:The best kind of like formula is like a, CEO is like, I want everything
Speaker:that Systems Over Stress does.
Speaker:I want what Ashley does.
Speaker:I understand it.
Speaker:I understand the value.
Speaker:I understand why this is the best thing and I don't need to set it up.
Speaker:And then being able to delegate it to a team member like that is the best.
Speaker:Like, that's, that's, that's the best.
Speaker:But a CEO can totally do it in a weekend, which is what some, some like to do.
Speaker:If you're listening to this on the podcast after we talk about you, the
Speaker:way you use your data for marketing, We're going to screen share and
Speaker:look at all this stuff, and that's going to be on the YouTube channel.
Speaker:So before we dive into that though, you are the queen of using all of
Speaker:this information, all of this data in your marketing, in your Instagram
Speaker:stories, in your Instagram bio.
Speaker:Tell me about the process of that, how easy it is, like
Speaker:what you delegate, all that.
Speaker:well first things first in my Instagram bio at the bottom it says 2023 client
Speaker:savings, colon dollar amount to the penny.
Speaker:I'm not talking about like 5 million saved.
Speaker:I'm like to the penny.
Speaker:This is how much we've saved this year.
Speaker:And I do it by year, not by total, because I think it's more transparent
Speaker:in some way, like it feels like current.
Speaker:So I have to update that like every damn day because my
Speaker:clients submit so many wins.
Speaker:We are averaging $5,371 and 50 cents per day of client savings wins.
Speaker:For this year, the average is like 7,000, so that was for
Speaker:all time, but this year we're
Speaker:so cool to see that average go up too.
Speaker:Yeah, super fun.
Speaker:So I have to update that bio like all the time, which I don't mind.
Speaker:And what I do is I go to my interface.
Speaker:I have a client savings dashboard, I'm able to select.
Speaker:Like I can see my client savings win for all time, but then I can
Speaker:also say, just, just show me 2023.
Speaker:I copy that number on my computer and then I just paste it.
Speaker:Because you can copy paste between your MacBook and your iPhone, and
Speaker:then I just paste it on my iPhone and then it takes me like two minutes.
Speaker:So that's one way that I'm constantly updating my marketing to show that
Speaker:we are constantly saving money.
Speaker:And then the other way that I do it oftentimes is when we hit a big milestone.
Speaker:I will usually do a podcast recording.
Speaker:I will go into my data and start pulling averages and medians and
Speaker:per person and as a group and all of those numbers and showcase
Speaker:those either on Instagram stories.
Speaker:I'll use it everywhere though.
Speaker:I use it in my marketing emails.
Speaker:I use it on our sales page.
Speaker:I use it in our webinars.
Speaker:I use it everywhere.
Speaker:But the problem is I literally am always out of date.
Speaker:Like always out of date.
Speaker:I posted, I recorded last, last night, I recorded the $5 million
Speaker:bonus podcast episode, and this morning the numbers are out of date.
Speaker:I'm like, well, okay.
Speaker:That's such a good problem to
Speaker:It's a really good problem.
Speaker:It's like my, it's like my internal joke that none of these numbers
Speaker:are real because we're way further.
Speaker:Actually, while I was recording the podcast, the podcast
Speaker:was about 10 minutes long.
Speaker:From the beginning I shared the number and then at the end I had to
Speaker:update and say, by the way, since we've been recording this, we got
Speaker:like $5,000 more of savings wins.
Speaker:I am obsessed and I just like, I love this industry and I love.
Speaker:I just like love the results that you can get.
Speaker:Your clients and all of your clients have amazing world changing offers as well,
Speaker:but when you're leading with results, you have the receipts and you're showing
Speaker:like, yes, not only am I amazing at marketing and do I have a beautiful
Speaker:brand, but like we are doing what we're talking about, like we are walking the
Speaker:walk and talking the talk and all of that.
Speaker:And I just think it's like, it's so cool and just the way that you use that
Speaker:data for in every capacity to celebrate your clients and improve your curriculum
Speaker:and make your marketing up to date.
Speaker:It's just like it's chef's kiss, it's perfect
Speaker:it's invaluable data.
Speaker:It's invaluable data all across the board.
Speaker:How do you think that tracking this data and using it has affected your
Speaker:launches and affected your sales?
Speaker:It's hard to say because I have grow, I mean Six Figure Saver started in
Speaker:May, 2020, so this is its fourth year as a program and we've just
Speaker:consistently grown in terms of our sales.
Speaker:It's like correlation, causation, you know, who knows what actually, but I will
Speaker:say in terms of me and my energy as a CEO I am so behind my program, I see my
Speaker:peers getting coached in the masterminds that I'm in, who are, you know, feeling a
Speaker:little shaky about their client results.
Speaker:And not because they don't get their client's results, but because they
Speaker:don't have a quantifiable way of seeing over time their client's results.
Speaker:I see CEOs feel a bit like embarrassed.
Speaker:There's a hesitation to claim something.
Speaker:, I can't say that I do that because I don't know.
Speaker:And so I think having this data helps me be so behind my program and that a
Speaker:hundred percent affects my sales, right?
Speaker:Like I think that any CEO listening to that understands that,
Speaker:Yep.
Speaker:I'm so behind my sales.
Speaker:Even if a client isn't getting the results that we want them to
Speaker:get, I know how to coach them.
Speaker:I know what they need to do differently.
Speaker:And having the data only helps me do my job better.
Speaker:So that makes me feel even more confident claiming the claims and
Speaker:saying, six Figure Saver will teach you how to save a hundred K in 12 months.
Speaker:That is a big promise.
Speaker:But I know a people have done it before.
Speaker:We're saving $7,000 a day or whatever it is, and.
Speaker:I can coach any individual regardless of how many savings wins they've
Speaker:submitted on getting there.
Speaker:I'm so glad that you brought that up because there is that
Speaker:we are in masterminds like.
Speaker:If you're not in a Mastermind, it's like it's such a special place to be,
Speaker:not only to get your own questions asking, but just like to remind
Speaker:yourself like you are not alone.
Speaker:Like people who you think have it all together are worried that
Speaker:they're not getting their clients the results that they promise.
Speaker:And it's not that they don't, it's just that they're not tracking it.
Speaker:And sometimes when you're like, we all have different problems, but I agree.
Speaker:When I see people with that struggle, I'm like, oh, well, like we could fix that.
Speaker:Like that's not something to worry about, like spin out something
Speaker:I love that spin.
Speaker:Spin out about something else.
Speaker:So good.
Speaker:So good.
Speaker:okay.
Speaker:Well, let's share your screen.
Speaker:I would love to see kind of like the before and after side by side of your,
Speaker:your spreadsheet versus, versus Airtable.
Speaker:Okay.
Speaker:So.
Speaker:This is the before, so you can see like the timestamp when
Speaker:somebody submitted and then I would ask them what month it was in.
Speaker:And you can see we were such a small program then we only had like a
Speaker:handful of emissions per month and at this time we were actually tracking
Speaker:net worth, which can go up and down.
Speaker:So that's why you see negative numbers in here.
Speaker:And you can see like January was just a negative month, but then
Speaker:you'll see net worth go up as well.
Speaker:Just, I don't even know what that is.
Speaker:Just a mess.
Speaker:Literally.
Speaker:Just a mess.
Speaker:And then what I would do is, I would say for 2021, Pull the sum if, if column
Speaker:B has the word January sum column C.
Speaker:So I was proud of that.
Speaker:I was real proud of that.
Speaker:I used to have names right here so I could see their names.
Speaker:I just removed that for privacy sake, so I could kind of tell who was
Speaker:submitting what when, and you can see then like things started breaking.
Speaker:I have.
Speaker:Some other responses.
Speaker:I think this was 2021.
Speaker:It's a mess.
Speaker:It's not a mess, but it's not as good as it could be.
Speaker:Things that I see here whenever I see, and if anyone's watching and they have
Speaker:a spreadsheet like this, it's like, okay, the things that we can't really do
Speaker:easily with this spreadsheet, I want to be able to group by month or I want to
Speaker:be able to filter by 2021 versus 2022.
Speaker:And like, you can do that again if you're a spreadsheet like Wiz.
Speaker:But it's hard
Speaker:Or like filter by person.
Speaker:Like how,
Speaker:so I've had, this may be the same as this person.
Speaker:How have they done overall, that was, none of that was available.
Speaker:Yep.
Speaker:I just had the monthly totals.
Speaker:Then left to a million because at that point we were working
Speaker:on getting to 1 million.
Speaker:And what's missing too, a big part of it that Gina mentioned is the linking
Speaker:this all back to like a student profile or like a student record.
Speaker:Like you can't, that's not tagged to Ashley, so you can't, like,
Speaker:it would be really tough to just, to see all that at a glance.
Speaker:yeah.
Speaker:Wow.
Speaker:Thank God you're outta this thing.
Speaker:Okay.
Speaker:Show me.
Speaker:Show me your table.
Speaker:Okay, so this is our air table now.
Speaker:So this is all time but we can see 2023 as well.
Speaker:First I want to show you guys This is the form that people submit.
Speaker:So they find their name, they put how much they saved, what month they saved
Speaker:it in business or personal savings.
Speaker:And then what helped you create the savings?
Speaker:So this is the form that they see that they submit.
Speaker:When they submit that form, it spits out this table.
Speaker:You can see that this person today submitted 2,400.
Speaker:They told me that cashflow waterfall was the thing that helped them.
Speaker:I.
Speaker:With the savings win.
Speaker:So that's a concept of mine inside of the program, which is super helpful
Speaker:because then I know, okay, cool.
Speaker:That was working for her.
Speaker:I can see that she has saved $6,500 and 99 cents overall, this client.
Speaker:and this is a service provider.
Speaker:This is looking up from our onboarding form where they tell us what kind
Speaker:of business they are, which is also very interesting for us to have.
Speaker:We have the year.
Speaker:I see that this was a business savings So now we can start
Speaker:seeing the totals overall.
Speaker:Actually, it's this total right here.
Speaker:Let's see.
Speaker:We're up 5 million, 32,000, not 5 million, 27,000.
Speaker:I already see, I have to update this.
Speaker:This literally just came in, I think, while we were on this call.
Speaker:So this is across all time.
Speaker:So if we scroll, scroll, scroll, scroll, scroll.
Speaker:That's a long time, but now we're getting into 2022.
Speaker:Cool.
Speaker:So this is all time client savings since we've had this form.
Speaker:And it's interesting, right, because like transferring surplus from Buffer, amazing.
Speaker:MRR stands for monthly recurring revenue auto savings.
Speaker:I've been noticing a couple people have been doing auto savings and I don't teach
Speaker:that, and I'm like, that's interesting.
Speaker:Maybe I should incorporate that.
Speaker:Having a plan, buffer, my launch went well.
Speaker:So this section for me is super interesting because it's really
Speaker:helpful for me to figure out what is working and what's not.
Speaker:Look at this.
Speaker:We love having money come in.
Speaker:Buffer was met.
Speaker:Buffer.
Speaker:Buffer.
Speaker:Buffer,
Speaker:Yeah.
Speaker:buffer is really the thing.
Speaker:And then sometimes we'll have, like, I had a pay in full client and what I
Speaker:gather here is like they had a pay in full client and it went over the buffer.
Speaker:over the buffer.
Speaker:Yeah.
Speaker:So this is the hard data, but then we also have this interface, which is amazing.
Speaker:This is all time, 5,032,000, and then we have the median per person in 2023
Speaker:and the average per person in 2023.
Speaker:And then all time median in average, I can also then select
Speaker:like, okay, I want to see 2023.
Speaker:Then that changes my total.
Speaker:I can just see 2023.
Speaker:I can just see April, 2023.
Speaker:I can select by month or
Speaker:see April like
Speaker:April all time.
Speaker:April all time has been this.
Speaker:I think March has been our highest savings month of all time.
Speaker:1.8, 1.08 million.
Speaker:Yeah, and then you can see like the histogram, September is our
Speaker:statistically lowest savings month.
Speaker:Which
Speaker:I wonder why.
Speaker:you can kind of ground people in the like, Hey, historically this is a low month.
Speaker:Like there's just so much that you can pull
Speaker:And look at this trend.
Speaker:It's like the end of the quarters
Speaker:Yeah.
Speaker:Isn't that interesting?
Speaker:Like people hustle towards the end of the quarter maybe, or
Speaker:maybe some other hypothesis.
Speaker:I don't know.
Speaker:Maybe I can do a beginning of the quarter challenge.
Speaker:Yep.
Speaker:To like get people saving in the beginning, or maybe I should follow
Speaker:their natural curve and like make the ends of the quarters huge.
Speaker:Yeah.
Speaker:Who knows?
Speaker:So many ideas.
Speaker:Ugh, your spreadsheet could never, this is so easy And like the, the way
Speaker:that Gina is thinking right now is how people, when they start to have
Speaker:all the data at their fingertips, they start to ask really interesting
Speaker:questions of like, oh, I see the data.
Speaker:Does this, maybe I could do a new challenge.
Speaker:Like when you have it all there, you just start to have questions
Speaker:and then immediately be like, oh, I can figure out the answer.
Speaker:Like, I know what to do.
Speaker:Yeah.
Speaker:you show us your Canva?
Speaker:Oh yeah.
Speaker:Show us
Speaker:I want to show one more thing and I just want to show you guys the actual student
Speaker:record and what it looks like per person that we were talking so much about.
Speaker:So this is my client, Twyla.
Speaker:I can see right at the top.
Speaker:This is like her whole profile.
Speaker:She saved 104,506 $96 and I can see each single one of her savings wins.
Speaker:So she submitted a lot.
Speaker:I can see it split by 2023 and 2022, which is interesting.
Speaker:She's graduated, so she's out of the program now.
Speaker:I can see her onboarding form here and I can read through it.
Speaker:This is what I wanted to get to.
Speaker:Testimonials.
Speaker:These are the Slack screenshots from her.
Speaker:So we screenshotted her wins in Slack and then tagged them to her and then
Speaker:wrote out the words so I can search the words and pull screenshots.
Speaker:And she submitted four screenshots.
Speaker:Right.
Speaker:Which is so interesting.
Speaker:This is super helpful for my sales pages.
Speaker:Because then I just pull these for my sales page.
Speaker:And it's also helpful too, that like you can, your team can say,
Speaker:if you want to say, Hey, I'm, I want some case study podcast.
Speaker:Can you just go through who's submitted the most wins?
Speaker:And like, they, it's a, it takes you out of that like emotional
Speaker:process of like, oh, I'm friendly Twyla, so I could probably use her.
Speaker:It's like there's some other people that just might be like silently crushing
Speaker:that you don't even know, but you'll be able to see based on the data.
Speaker:I can see like this was a form that she had submitted with questions for us.
Speaker:It's everything.
Speaker:I see her whole story all in here and the more people are engaging in
Speaker:the program, the richer this data is.
Speaker:Okay, she didn't submit her onboarding form at all, but she
Speaker:submitted a little bit, right?
Speaker:Like we have our Instagram handle and we have her business type.
Speaker:So it is all cumulative and all super helpful.
Speaker:And this is what I mean when I say with these systems, your program gets better
Speaker:as it gets bigger because now like that cumulative, like all of those wins that
Speaker:you have, all of the savings people aren't mad that the program is growing.
Speaker:They're like, yes, that means that more people are getting in here and
Speaker:you have more data to say, how can we make this program better for people?
Speaker:So they're not losing the intimacy and they're not losing access.
Speaker:It's like every person that's, that gets added is like is a benefit to the
Speaker:program for both you and the clients?
Speaker:Right.
Speaker:The curriculum wouldn't be half as good if it wasn't for all the data.
Speaker:Exactly.
Speaker:Gina, this was iconic.
Speaker:This will be an episode for the ages.
Speaker:Tell the people where they can find you.
Speaker:I.
Speaker:Yes.
Speaker:So you can find me at ginaknox.co.
Speaker:That's like my website.
Speaker:You can find everything about six figure saver, seven figure wealth.
Speaker:All the links to all the places.
Speaker:You can join my email list.
Speaker:I'm also most active on Instagram at Gina Knox, and yeah, we hang out over there.
Speaker:I love it.
Speaker:I just also want to thank you and I know this was very much a case study
Speaker:for me, but also my business and the way I think about money and all of those
Speaker:things would like not be possible without you and everything that you've done.
Speaker:I will link in the show notes the podcast episode that we did about, I think it
Speaker:was investing and all of that, it's just totally changed my entire business.
Speaker:I would not be in business if it wasn't for you still.
Speaker:So thank you so much for all of that, and I just like the collective helping
Speaker:that we all do each other with each other in this industry is just so beautiful.
Speaker:So thank you so much for being here.
Speaker:Thanks for helping me create the buffer system.
Speaker:It's helped so many people.
Speaker:If you are committed to getting your client's results and creating
Speaker:the go-to coaching program in your industry, we want you to join us.
Speaker:Click that subscribe button on your favorite podcast app or YouTube
Speaker:to see all the system strategies and behind the scenes stories of
Speaker:what it takes to create the most impactful coaching program you can.
