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In What Order do I Watch the Membership Videos?

My membership covers a variety of subjects. This blog presents an order in which you should watch the membership videos.

To access these videos, please log on to your portal and input the password for each vid. If you have trouble getting to the videos, please access the FAQs doc here.

Setting up your profile

Start here.

Video 7 is the first one to watch when you begin my membership. It will teach you how to set up your LinkedIn profile page correctly so you don’t look like a cliché. It’s important to do this first because you’ll be directing traffic here – it’s the foundation for your prospecting.

Create your list of 20 and start connecting

Next you need to learn how to search for prospects within your target niche. Watch videos 1-3 to learn how LinkedIn search works, how to create a target list of 20 people, and how to send them a message to connect with you

Vid 1

Vid 2

Vid 3

Vid 10

Advanced messaging – sequences and transitions

Once you get a certain amount of people connected to you, it’s time to get a meeting with them. This takes a high degree of skill in the way you communicate. The following videos will teach you transition messages – how to get them from cold to warm to meeting – as well as some sequences of messages that have worked for other clients of mine.

Vid 6.5

Vid 12

Vid 11

Vid 17

Vid 19

Vid 23

Vid 24

Vid 29

Vid 30

Developing your online brand

Now that you’re attracting attention to your page, your online brand can’t be a boring, dry financial advisor cliché. Here’s how to give it some personality.

Vid 9

Vid 15

Vid 20

Vid 21

Vid 25

Vid 31

Driving traffic to your profile and raising visibility

Tips to get even people to find you on LinkedIn instead of you having to find them.

Vid 4

Vid 5

Vid 6

Vid 8

Vid 14

Vid 22

Vid 28

Program management

These are the things you’ll need to do on a routine basis to keep your profile up to date, stay compliant, and stay on track to meet your goals.

Vid 18

Vid 26

Vid 27

Sara Grillo Membership Extras

I have included a few “extras” in the membership. Ask me to send you the following Excel sheets.

ROI analyzer – Have you ever looked at how profitable each business line or business activity is for you? Use this sheet to find out.

Prospect tracker – If you don’t have a CRM, use this Excel sheet to track progress on each name on your list.

Results sheet – Monitor your daily progress using this Excel sheet.

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