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28: Client Results Cleanup: Ashley Helps Financial Advisor Ashley Refine Her Program Promise
Episode 28 • 3rd July 2024 • Your Systems Friend • Ashley Rose
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Transcripts

Speaker:

Welcome back to the podcast.

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This is another episode of

our client results cleanups.

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So these are IG lives that I do with

clients or new Instagram friends, really

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cleaning up their program promise.

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This one is super, super tangible and

actionable because what's great is

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that Ashley, who I interviewed, she

actually has a lot of my air table

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systems already, and she had a really

good program promise, very measurable,

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which was helping her clients increase

their profit in the next 90 days.

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However, you'll see how we added.

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Things to her program promise to, to make

it even more enticing for her idol client.

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So I don't want to give any spoilers.

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You'll have to see what that,

what we did and what we edited.

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What we did and what we updated,

but it was a really cool one.

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So I highly recommend listening.

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We put these on the podcast because

you can't 2x speed on IG live.

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So the audio quality probably

isn't perfect, but if you want to

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watch it on Instagram, you can.

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And if you want to listen to it

here, that's why we put it on here.

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So really excited for

you to go through this.

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If you have any questions or if you want

to be on our client results, cleanups,

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go ahead and DM me on Instagram.

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I'm at systems over stress

and we'll talk to you there.

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You

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Hello.

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Hello.

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Welcome to another episode of

the client results cleanup.

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I can't wait.

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This one.

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It doesn't get too confusing because

I am talking to another Ashley.

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I can't wait.

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I'm going to bring her in.

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Uh, she just got here

and let's get started.

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You look beautiful.

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I'm so excited that you're here.

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Also.

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Hi everybody in the chat.

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Um, if you have any questions for

us, please let us know and let us

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know where you're tuning in from.

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Um, it's been fun to watch people stay

for these, uh, actually let's talk.

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I have your sales page pulled up.

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We're going to do a client results,

cleanup and audit, but just tell the

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people who you are, what you do and what

the service is that we are auditing today.

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Yes.

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I'm Ashley Harlan.

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I am a fractional CFO, financial

growth advisor, and I work.

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primarily with women owned small

business owners, and I'm shifting to

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work primarily with those of us who

are the primary income providers in our

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household, the breadwinners, our business.

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Is not only responsible for taking

care of the business finances, but

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it's also responsible for taking

care of our personal finances.

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So there's like that sense of urgency

and that sense of like, I really

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need to know how my business finances

are operating, because if it doesn't

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work over here, then I'm going to

be messed up in my personal life.

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Right.

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Path to profit is really centered towards

helping those of us who are the primary

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breadwinners, the primary income providers

figure out what our path to profitability

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is, um, so that we can have a business

that not only is thriving, but it also

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is serving us in our personal lives and

helping us to grow our personal wealth.

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That's so cool.

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And just like, I love talking to my

clients and my friends and new friends,

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because it's the work that you do,

like that changes people's lives.

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Like you're directly like that word

is directly changing people's lives.

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And it's, it's fun to just play a small

part in, in helping that mission because,

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you know, tracking those results.

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It's, it's fun, especially with money

programs because there's so many different

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things you can track and what's important

to you and your mission and all of that.

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So we'll, we'll definitely talk

about that, but it's, it's just

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like, thank you for the work

that you do because it's huge.

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Tell us about, uh, tell

us about path to profit.

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And specifically, I want to know,

like, what are some wins that

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you've seen from your clients?

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Um, whether you, you are

tracking them or just like what's

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generally like what happens when

people get into path to profit?

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Yeah.

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So path to profit is

actually a brand new program.

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Okay, cool.

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And what I am doing in path

to profit is taking my.

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Four years of experience in the

done for you world as a fractional

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CFO working with my clients and me

actually being the person that is

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doing the things for them financially.

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And I was looking to see like, if someone

was about to, what would someone need to

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know financially before they hired me?

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One.

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And then two, when my clients start

working with me, what are the common

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themes that we're still having to, you

know, iterate on and when we have to

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pivot, no matter what revenue, uh, level

they're at, what are the things that

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they still are having to work through,

um, as they continue to grow and scale.

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So in path to profit, I kind of narrowed

it down to say, okay, we need to get

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really clear on your business foundations.

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Transcribed Because those are the

things that kind of drive your strategic

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plan and your strategic growth We got

to get clear on your compensation.

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So what's important to

you is the business owner?

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What does your personal life need to look

like not just covering your basic bills?

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But I really want to know what

kind of lifestyle do you want to

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live and then what's that number

associated with that lifestyle?

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And then the second half of path to

profit is all about okay now that

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we know Strategically where you want

to go We understand your lifestyle.

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Now, how do we put in your

business investment plan?

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How do we understand what your revenue

growth strategy is going to be?

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And then we map out that profit plan

so you can be very clear on what needs

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to happen for you to reach those goals.

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Okay.

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Beautiful.

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Love that.

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Um, I'm looking at your, I like to look

at people's sales pages before I ask them

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what their, uh, program promises because

we should know it by the sales page.

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So I'm, I'm pulling it up.

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So it says that's profit, make

profit, personal, purposeful

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and personal on our six month

group financial advisory program.

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Um, our program promise

increase your profit in 90 days.

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So is that, that's your program promise?

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But part of the reason why I wanted to

chat with you is because I feel like

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Is not as impactful as I want it to be.

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I don't feel like it's as clear as I

want it to be Um when I think about

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path to profit I want to be able to

tie like what why is it important

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for you to grow profit, right?

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There's a lot of different reasons

why you may want to grow profit.

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You may want to hire a team you may

want to You know expand But for my

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particular audience is i've kind of

been working through things behind the

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scenes that hasn't quite made it to

the sales page yet I realized that the

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biggest pain point that my clients I

work with in the done for you And in

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these like kind of conversations that

i've been having is like i'm not making

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enough money to Like support myself

You know, I have my own personal debt.

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I have my own personal financial goals

I feel like i'm doing all of this work

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in the business and maybe Like a good

chunk of the profit is going to team

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or maybe a good chunk of the profit

is going towards like Growth or like

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investing in coaches and programs and

things like that But I don't have anything

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to show for all of these hours and all

of this stress that i've got going on

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I don't have anything to show for it.

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So I want to I want to like narrow that

path to profit in on that, but I was

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struggling with how, what do I need

to be tracking to, to show that path

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to profit works and how do I get more

clear about what that program promises?

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Yeah, totally.

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So I like, obviously increase

your profit in 90 days.

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That's pretty easy to track, right?

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So in your, in your onboarding, you would

have like, what is your current profit?

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And then you'd have like a monthly, okay.

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Profit report, like have us submit it.

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And I know that you.

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Uh, you're in a program that has

a client results tracking, our

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client results tracking system.

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So you've got that.

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And so you've, you've like set up a

table, you, you've played with it.

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Um, so is that kind of what you were

planning on doing is having, that's what I

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would recommend is make sure that in your

onboarding, you're asking, what is your

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profit over like the average profit over

the last few months, and then having a

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monthly profit report where you're saying.

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What is your profit?

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Maybe what are your expenses?

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What is your income?

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And then it can auto calculate

the profit or something.

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But the thing that that's easy, but the

thing that makes it, I think, powerful

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and unique, and it is going to speak

to your person is like, increase your

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profit in 90 days so you can dot, dot,

dot, fill in what that so you can is.

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So, so you can be.

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Have your next personal, like personal

family goal met or like, what, what would

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that like, so you can be, cause like you

mentioned, there's so many reasons people

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would want to increase their profit.

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So you can reinvest it in your business

and grow your social media audience.

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Like there could be so many reasons why

someone wants to increase profit, but

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what would you say your, Audiences dream

like so you can that that that would be

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Yeah, i've been trying to figure

out how to make that more succinct

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Because some of it It kind of lives

in this world where so that I can Live

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comfortably in my personal life Without

that like financial stress, right?

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So financial freedom um You Also

right now, like I'm working with

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a client, a lot of clients who

are in like life transition.

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So they're about to get married.

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They're getting ready to have kids.

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So, so many conversations are around.

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I need to have more money

personally so that I.

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Don't feel stressed out that

I can't meet these like other

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major life event obligations.

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I have Okay, okay Okay, so what I think

we could we could play with and and this

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is not the maybe the exact messaging right

now But i'll walk you through an idea that

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I have and we can see how close we are.

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Okay, I would love to see Increase

your profit in 90 days so you can

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save for your family's next big goal.

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Um, and What we would how that affects

You're onboarding and you're tracking

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as we say like we ask the same

questions about tracking your profit

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But then we add another layer that

says like what what do you do saving?

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Like what are you saving

for in your family life?

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Is it a new house?

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Is it a divorce?

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Is it a baby like what are those things?

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Then in our monthly tracking profit

report, we not only ask how much

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profit, but we say, okay, how much are

you moving into savings for that goal?

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And how close are we to that goal?

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And so we know at the beginning that

that, let's say the baby there, they

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want 10, 000 for their baby fund.

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Then each month we get to say, all

right, they moved:

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They moved 5, 000 in March.

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Your auto reports and air table can say,

Hey, you've increased your profit by

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this much, and also you've saved 7, 000

out of the 10, 000 to your baby goal.

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Like we're working on it.

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And so like that helps

us in a couple ways.

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One.

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It makes it so you don't have to

say, increase your profit 90 days

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so you can have a baby fund, like

by saying like, so you can hit

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your family's next financial goal.

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Yeah.

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It gives people the space to do that.

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But what, but the result is the same.

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Cause I can see for you a wall of

receipts on your sales page of actually

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increase your profit by XYZ and took

her family on their dream vacation.

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Rachel saved XYZ and was totally

prepped for when the baby came.

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Like just having that, like,

Here's what they saved.

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And then here's like the

value driven result as well.

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How does, how does that direction sound?

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I really like that.

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Cause I feel like that's what I do.

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And I know how to teach and coach and

advise on how to do that well, because

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my philosophy and my framework is all

around the business is there to support.

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You in your personal life, whatever,

however you want to live personally,

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like the business should be like the

wrapper around that to help you to

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achieve that, not the other way around.

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And so I think it ties

well into that philosophy.

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And it helps you too, with

your, with your content and who

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you're like, like, I don't know.

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That's that wouldn't, this wouldn't be a

program that would capture me necessarily.

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Cause I'm not, I'm single, like I'm not

a breadwinner or whatever, but there's

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so many people that it would, they'd

be like, Oh, this is a money program

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for me, because like, you're just like

zeroing in on you're the breadwinner.

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You have big, fine family goals.

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It's on you.

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And like, here's all of

like, what does that mean?

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And just like, you can get so locked in

on who it's for and who it's not for.

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But I think you would, you would be so.

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I just like my, uh, my content ideas

are like, I just looked at the sales.

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I was like, I have like a

billion cuts for you now.

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We just added that so you can do X, Y, Z.

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I love that.

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Okay, great.

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Um, well that was easy.

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So what I want you to do, I'm going

to go back to your sales page.

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Um, what I would prefer, how

I would prefer you adjust it.

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Your, your pages is very easy to read.

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I would change this, make purpose.

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Path to profit and then there's

a subheading make profit personal

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purposeful and personal in

our six month through program.

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I would change that to Um, maybe if

you want to say inside of our six month

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group financial advisory program, you

will, um, increase your profit in 90

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days and fund your next, and like, have

a plan to fund your next big family goal.

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So have that be above the fold because

purposeful and personal, they're

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just buzzwords that people don't,

like, people don't know what this is.

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So I think just like.

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Flipping this and flipping those

two things I think would be helpful.

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Um, I always recommend having your,

your header there and then have your,

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your program promise just right there

so people can really clearly see and

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then you can, you can continue with

the rest of the sales page, but it's

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all pretty, pretty straightforward.

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Okay.

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And do you have, um, do you

have an onboarding form yet?

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I know it's a new offer.

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Um, do you have an onboarding form yet?

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And what questions are you asking there?

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Because for those of you that are

listening, um, to actually just, uh, we

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always like your onboarding form is the

place to get that baseline starting data.

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That's going to be so helpful for, you

know, When you are like using the data

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in your marketing you can say the average

person has a starting profit of this the

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average person is trying to save for a

house like you have all of those so we

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want to get that starting line data so

I always like to look at your onboarding

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form and make sure that you're right

asking the right questions because that's

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the first part of the year tracking.

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Yeah, so I have the is your form.

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that we got through the program.

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So at the top of the form, I'm just

asking like some general demographic

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information, but after that, um, so

I asked like, what are your top three

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financial goals for the next 90 days?

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Um, what's your main challenge

in making more money than I have?

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A long text question asking, like,

what difficulties are you encountering

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with managing your business finances?

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And what are you hoping to,

um, learn through the program?

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And then we asked average monthly

income over the next 90 days.

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Desired monthly revenue, um, what changes

in your life if you hit those goals?

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Expenses.

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Over the next 90 days and in Airtable, I

have those two there so it will calculate

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the profit for us on the back end.

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Um, and then I just ask a question around

like services that they offer in the

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pricing of those services right now.

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Okay.

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And then the last piece is.

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For them to decide if they want to opt

in to the tracking of the next 90 days or

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not Okay I'll i'd be curious to see when

you because I know it's a new program

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How many people fill out the form because

there's some things that we could cut

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some of the things They're like nice to

have but not need to have specifically

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um asking people Uh, what is like, what

do they hope to get out of the program?

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We should know that what they

hope to get out of the program

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is your program promise.

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So if they're saying anything else than

that, it's kind of like, it just becomes,

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um, And those types of questions make

you feel like you're caring about them

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and you're like want to know like what

are your obstacles that you expect like

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those if you're going to be looking

at those that that those are just nice

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to have they can help inform your your

marketing they can help inform the

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curriculum but specifically asking

people what do you hope to get out of

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it hopefully everybody is saying your

program promise and if they're not you're

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giving them an opportunity to you Uh,

diverge from the program promise, so I

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like to say, like, this is the point of

this program, and so we're asking you

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questions to make sure that you achieve

the part, the point of this program,

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and if you're, if you're trying to get

something else out of the point of this

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program that I didn't do my job well

at describing what this program is for.

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So, any of those questions I might, I

might cut and then I would just make sure.

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Specifically with those number ones,

which are so important is, um, uh, I

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think you said, I just want to make sure

you ask, like, what was your, I think

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you said, what was your expenses or,

or income over the last three months,

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but I want to make sure we know what

is your, what was your profit over

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the last three months, three months?

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Did you say, did you ask for that?

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I know you asked a couple

of number of questions.

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So I asked income and expenses.

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And I think part of the reason why.

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At first I was thinking not to ask

profit because I just didn't know

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people would actually know what their

profit was So you asked what was your

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income over the last three months?

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And then what was your expenses

over the last three months?

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Okay Yeah, make sure I because I could

I haven't don't I don't see the form but

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just make sure that those questions are

right next to each other like one and

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two like because I think you Set them

in a different order, but I want to make

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sure that income and then expenses are

right next to each other Yeah, just in

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terms of form layout Okay, and then so

that's great and you asked this question,

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but I want to be a little more clear

with it So you're able to track it as I

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want you to I think you said like what

are your top three goals over the next?

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X amount of time I want you to add a

section that's like What's your, what's

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your family's next big financial goal?

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Like, what, like, in terms of, like,

the type and then the cost of it.

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So, I'm going to ask three questions.

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What's your family's

next big financial goal?

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How much is that financial

goal going to cost you?

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And when do you need it funded by?

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Then you could probably take out that

kind of more ambiguous one that's like

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what's your top three goals because we

don't really care Uh about that because

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what's gonna happen is you say cool.

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You just funded your first big goal

Once they hit that program promise,

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I think your, your rewards program

is like, once they, they funded that,

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then it can be like, okay, here's how

to fund your next one that's bigger.

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Here's how to fund your third one.

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So like people can still be in the

program achieving, achieving, but I

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would just ask them their first financial

goal, how much it's going to cost them

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and when they want it funded by, okay.

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Cause I think that that's going to be

really important data for you to see

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too, of like, How urgent are these?

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How, how big are the financial goals

that people are coming in for and

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how quickly do they need them funded?

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That is going, I want you to look

at that stuff and be like, alright,

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every day I wake up and like, this

is the result I help my clients get.

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How can the curriculum be better?

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How can I help them with this?

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And like, I want to prove that we

can, we can help them achieve this.

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Okay.

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So put the revenue and expenses together.

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Do you think, is it

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necessary to ask like,

pricing questions, or?

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So, I don't think so.

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And here's why is because I think you

could have a feature in your program that

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then in like module one or something,

we, you have like a pricing audit

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and you can add a different air table

form that is like, Hey, all right, we

356

:

got to make sure you're profitable.

357

:

One of the ways we help you be profitable

is we help you raise your prices or

358

:

whatever, whatever your training, your

curriculum is, and you can add a feature

359

:

that is a program, like a pricing audit.

360

:

Form so instead of you asking that in

an onboarding form, they fill out a form

361

:

and you say they say here's my offers

Here's the pricing That goes in the

362

:

air table and then you and your coaches

can look at it and you can identify.

363

:

Okay Um, if you added another feature or

if you took this out, you could raise the

364

:

price by X amount and like you can give

them and like, so it's kind of its own

365

:

standalone feature in the program instead

of asking that in the onboarding form,

366

:

because the purpose of the onboarding

form is to get that starting line data,

367

:

those questions that you're asking about

their, their offer just seems like it

368

:

would be a totally different feature you

could add to the program, which could,

369

:

you know, You could market the hell out

of like, that's cool to be like that.

370

:

Like we have, like, really you can use

these air table features and these like

371

:

support ticketing type things that you

have to say, here's how we, here's how

372

:

we support you in the program promise.

373

:

And so I w I would do it that way.

374

:

Does that make sense?

375

:

Because I have a whole, like,

there's a module specifically

376

:

around how do we increase profit

pricing is a big component of that.

377

:

So I like being able to shift that

to that module and we just collect

378

:

that information in an audit form.

379

:

So that aligns really well with

how I have curriculum set up.

380

:

Yeah.

381

:

Yeah.

382

:

I would, I would look at the air table

features in terms of how you're, how they

383

:

can support you in the different modules.

384

:

Cause I know you're not in my

program, so I don't, I don't think

385

:

we covered it in the bonus you

got in somebody else's program.

386

:

But how this works then is you have then

an air table view that you can type.

387

:

So like they submit their

little feedback thing.

388

:

Um, you would have a section that says

like coaches notes and you could add

389

:

your notes in and then just in air

table, you can say send review and

390

:

that audit and an automation can start

that says when it says send review

391

:

and their note, email the client,

the review and their notes and then

392

:

mark the status as review sent.

393

:

So it is just a cohesive,

like click, send it.

394

:

Move on and spill it.

395

:

It becomes a very easy process for you and

the team to deliver those types of got it.

396

:

Yeah.

397

:

Um, any other questions

about your onboarding form?

398

:

Um,

399

:

yeah, I think I can cut

a good chunk of this.

400

:

So what would you say onboarding form?

401

:

What would be Like the key things

that you've seen that you need

402

:

to make sure you're asking in the

onboarding form, but that's not like

403

:

they're filling it out for 10 years.

404

:

Yep.

405

:

That's where having such a clear

program promise really helps

406

:

you cut the other shit out.

407

:

Like, you don't need to ask, like, it's

like, does this support me understanding

408

:

where they're starting in the program

when it comes to the program promise?

409

:

Okay.

410

:

Anything else that I could cut.

411

:

So, so ruthlessly look at that because

I would rather you, and then if you

412

:

want to ask, cause this is always just

helpful to know is how did, how did

413

:

you hear about the prog, like how did

you hear about me and the program?

414

:

And like maybe what was the

thing that made you say like,

415

:

hell yes, I want to buy it.

416

:

That'll just inform your marketing.

417

:

But I wouldn't add anything more

than, like, 2 questions into

418

:

your onboarding form about that.

419

:

Um, so those are that that would

be the biggest thing for me.

420

:

Um, because we want 100 percent of

100 percent of people who thought

421

:

the onboarding form and the easier

you have it to fill out the better.

422

:

You can also you can

embed the onboarding form.

423

:

Onto your thank you page when people buy.

424

:

So like, yeah, you're in next steps,

fill out this onboarding form, just

425

:

have it in all of the, all of the places

when have it in your welcome email,

426

:

have it in your onboarding modules.

427

:

So it just, we really want to make

sure as you start to get new people in.

428

:

That everyone fills it out and Airtable

makes it very easy to know that because

429

:

we have their client profile, right?

430

:

And then their onboarding

form is linked to them.

431

:

So then we can see if their client

profile, their onboarding form is empty.

432

:

Our table can help you automate reminders

to say if they joined in 3 days and

433

:

they still haven't filled out their

onboarding form, you can send them emails.

434

:

So that's, that's the metric that we

want to track is 100 percent of people

435

:

filling out your onboarding form.

436

:

Got it.

437

:

Great.

438

:

And then, and then when

it comes to tracking.

439

:

Walk me through your tracking

form, what it looks like now.

440

:

Also very fun to see a lot of,

um, financial advisors and people

441

:

in the chat, in the, in the chat.

442

:

So if you have any questions, if anyone

has any questions about Airtable,

443

:

results tracking or anything, you

can let us know in the comments.

444

:

But good to see everybody here.

445

:

Yeah.

446

:

Cause I could see you.

447

:

I think whatever you probably have

is, is probably close, but we'll

448

:

just want to add, we'll want to add

a couple questions to support this

449

:

extra layer of your program promise.

450

:

And for those that are joining, um, we are

auditing Ashley's Path to Profit program.

451

:

And she had a good, uh, program promise.

452

:

It was increase your profit in 90 days.

453

:

But we really wanted to add

an additional element to it to

454

:

really talk to her ideal client.

455

:

So we are, we changed it to increase

your profit in 90 days so you can fund

456

:

your family's next big financial goal.

457

:

And so by adding that.

458

:

Second part of the, like, the second

part of the program promise, we're

459

:

going to be able to have a wall of

receipts that are really targeted to her.

460

:

Her client and her client

results that they're looking for.

461

:

So we are currently looking at her.

462

:

We just looked at our onboarding

form and now we're looking at our

463

:

client results, tracking for them

and making some edits to that.

464

:

Yes.

465

:

So.

466

:

For this one, I put.

467

:

I don't have that many

questions on this one.

468

:

I just had.

469

:

Like what month they're submitting

for because I was going to have

470

:

them submit this once a month.

471

:

Um, What was their monthly revenue?

472

:

monthly expenses um And any client and any

like financial wins they wanted to share.

473

:

That's great I you don't need with you

with the way the program promise was

474

:

you didn't need anything more than that.

475

:

That's good.

476

:

Okay, so What we'll add now then is

Um How much are, how much did you

477

:

put towards savings towards your,

like your family's financial goal?

478

:

And what's nice about this is

you do not need to ask them, what

479

:

was your family's financial goal?

480

:

And like, what's the total

that you've done so far?

481

:

Because Airtable is tracking that for you.

482

:

So I would just add that, how much

did you put towards savings into your,

483

:

um, into your family's financial goal?

484

:

And what I would assume then

is you have in the curriculum.

485

:

Like what to do with that profit how

much you should be putting towards

486

:

the family goal Like if you have

that broken down, I would like they

487

:

should be following that model.

488

:

Um, so does that that make sense?

489

:

That's pretty straightforward And then

I don't know if you'll know how to build

490

:

this but I'm going to tell you what

you, what you need to send them next.

491

:

Okay.

492

:

Which is the, the best way for people

to fill out these types of reports is to

493

:

show them that you are tracking and adding

and summing these things up for them.

494

:

So as soon as they submit the, the

form, They're going to get an email

495

:

that says, like, thanks for submitting

your profit report and it'll pull in.

496

:

I'll say, Hey, first name.

497

:

Thanks for submitting this month.

498

:

Profit report as a reminder.

499

:

You started at X amount of

profit and it pulls from their

500

:

onboarding from the number.

501

:

Like, you started here,

you just submitted.

502

:

This profit and it's going

to calculate the difference.

503

:

And like, here's been your growth.

504

:

So you want to show them like that

things are working and then you'll say

505

:

you have you just submitted to 2, 000.

506

:

So current saving that they just did.

507

:

You have submitted a total

of and it's going to find the

508

:

total in their client record.

509

:

So if they just submitted 2, 000, but

over time they submitted 6, 000, it'll

510

:

say you've submitted 2, 000, you have,

uh, submitted a total of 6, 000, and

511

:

then you would subtract the, like,

goal and the total submitted, and,

512

:

like, you have this much more to go.

513

:

And so.

514

:

They need to have those numbers

inside of the email follow up.

515

:

They will be stoked to see that it'll help

create a culture of submitting results.

516

:

That's the biggest thing is like,

you've got to, you've got to

517

:

incentivize and show them why they

need, why they should tell you.

518

:

Cause a lot of times people will just

silently go through the program and

519

:

they won't, they don't care to tell

you, like they don't, unless they're

520

:

that type, that type of person, but by

doing those types of automations, uh,

521

:

and not just things for submitting the

form, see you next month, like that's

522

:

really going to make a difference.

523

:

And that's all very easy to do in

Airtable, which, um, if you can't figure

524

:

it out, you can DM me and we can get

you inside of Systems Over Stress and

525

:

walk you through how to do it that

way, but that's, that's the types

526

:

of, um, like, in depth reporting you

can automatically send to the client.

527

:

So we want to make sure that

you have those set up as well.

528

:

Okay.

529

:

That makes sense.

530

:

Awesome.

531

:

Yay!

532

:

Client results cleanup completed!

533

:

How do you feel?

534

:

How was that?

535

:

I feel great.

536

:

So much better.

537

:

I feel like, um, I've been thinking

about some of these things ahead of time.

538

:

It did help because I kind

of, I know your world a little

539

:

bit from the forums and stuff.

540

:

So I was able to kind of think through

like, what am I going to ask Ashley?

541

:

What do I need to try to get

figured out in our time together?

542

:

So I appreciate you doing this.

543

:

Yeah, and that's something that I just,

like, I love being able to do these

544

:

because it's all pretty straightforward.

545

:

Like, we didn't, it's not,

like, what we did make sense.

546

:

It's like, if you have a program like

this, you should be tracking these things.

547

:

But it's just the, like, little

things of, like, what do you really

548

:

need to be tracking and how can we

add in another element that is, you

549

:

Related to the values and like the

movement that you have in this program.

550

:

And I think that's going

to make a huge difference.

551

:

It's going to make a huge difference

in how you're able to market it.

552

:

Yeah, I think so as well.

553

:

Do you have any other

questions before we have that?

554

:

No, I don't think so.

555

:

I think I just got to go implement

now and make some updates.

556

:

Yeah.

557

:

And for anybody who is like, this

program sounds amazing, and I would

558

:

like to join what's the best way

for folks to get ahold of you.

559

:

Yeah, they can go to, um, the concierge

CFO dot com slash path to profit, or

560

:

they can DM me at Ashley underscore

and I would love to talk to them about

561

:

when we're opening up the next cohort.

562

:

Awesome.

563

:

Well, thanks so much, Ashley.

564

:

And thanks for watching live

and we'll talk to you soon.

565

:

Okay.

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