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.
Step #1: Setting up your profile
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.
Step #2: Create your list of 20 and start connecting
Next you need to learn how to search for prospects within your target niche. In this step, you learn how LinkedIn search works, how to create a target list of 20 people, set up your funnel, and how to send them a message to connect with you.
Vid 1 – Create your list of 20
Vid 47 – Additional tips for creating your list of 20
Vid 43 – Plan out your social media funnel
Vid 2 – How LinkedIn search works
Vid 3 – Sending an engaging connection request
Vid 10 – What to do after someone connects with you
Step #3: Get a Funnel Going through 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.
Vid 12 – Speed round – rapid messaging technique
Vid 11 – Messaging when you are trying to talk to business owners
Vid 17 – Transition
Vid 19 – Transition
Vid 23 – Video (transition)
Vid 24- transitions
Vid 29 – Sequence
Vid 30 – Humor (transition)
Vid 32 – Responding to notifications
Vid 33 – Nuisance close (transition)
Vid 34 – Use a survey (transition)
Vid 41 – High Empathy Messages to Shake up a Stalled Prospect
Vid 42 – Messaging Basics
Vid 46 – Humble and gentle messages
Step #4: 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. Create at least one content piece a month using these ideas:
Vid 9 – 4 Killer Ideas for LinkedIn Content
Vid 15 – Rockstar Blog Posts on LinkedIn
Vid 20 – Graphic design for Financial Advisors
Vid 21 – So, you’re recording your first YouTube video!
Vid 25 – YouTube Styling Techniques
Vid 31 – How to Make This Awesome Thumbnail
Vid 36 – YouTube secrets of the rich and famous
Vid 39 – Response videos and blogs that capitalize on existing traffic flow from other high volume participants on social media
Vid 43 – Snippets to drive traffic
Vid 50: Sourcing images and music
Step #5: Driving traffic to your profile and raising visibility
These are some advanced methods for driving traffic to your social media pages.
Vid 4 – How to Look Cool (Not Sleazy) in LinkedIn Groups
Vid 5 – The Fun Way to Meet Prospects in LinkedIn Groups
Vid 6 – Creating a LinkedIn Community That Rocks
Vid 8 – The 1, 2 , 3 Combo – tips for integrating your newsletter with social media
Vid 14 – How to get Podcast Interviews like a Celeb
Vid 22 – Getting onto Google page one
Vid 28 – How to Kill It In the News Feed
Vid 35 – Running your first sponsored ad campaign
Vid 37 – Facebook basics
Vid 38 – Twitter basics
Vid 40 – How to get press interviews without hiring a PR agent
Vid 44 – Emojis
Vid 49 – More on your newsletter
Vid 51: Newsletter basics
Vid 52: YouTube analytics
Vid 59: Posting a video to social media
Vid 60: Using notifications
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 61: What to do if you feel your marketing isn’t working
Vid 18 – Results, results, results!
Vid 26 – Suggestions for Meeting Compliance Requirements
Vid 27 – Social Media Maintenance Regimen (3 months)
Vid 43 – 5 Step Social Media Funnel – ESSENTIALS ONLY
Vid 45 – What to say in the first meeting
Crisis Communication Plan
In a market crisis, here is a process to follow.
Vid 57: Crisis Market Plan
Vid 56: Zoom basics
Vid 53: Crisis communication guidelines
Vid 54: Crisis messages to send over LinkedIn
Vid 55: Crisis postings to post on LinkedIn
Sara Grillo Membership Extras
Vid 58: Freebies and extras!
I have included a few “extras” in the membership. Ask me to send you the following Excel sheets.
ROI /Profitability analyzer – Have you ever looked at how profitable each business line or business activity is for you? How do you grow in a profitable way. 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.