Intro
Diagnose The Weak Link(S)
Optimize For Mastery
Confidence And Effectiveness
Value
The Invitation
"ConsultS TO CLIENTS" Optimizer
INTRO
⭐ Start Here | How to Use The Optimizer
⭐ There is no straight line to success.
Success comes from a never-ending series of getting stuck and then breaking through... Getting stuck is simply part of the game.
If you want faster success, get great at diagnosing your stuck point and optimizing it quickly.
Step 1 | Find Your Stuck Point
There are many small steps to getting clients. Choose the step that you believe is the biggest constraint.
Step 2 | Open the Inner Game or Outer Game Drop Down
Don't overthink it. Sometimes an Outer Game strategy can shift an Inner Game issue and vice versa. If the dropdown shows daisies or stars, they are not in order. If numbered, follow the steps or questions in sequence.
Step 3 | Use this Guide Regularly
This Optimizer can be your Thrive on-demand Coach. When you inevitably get stuck, don't make yourself or anything else wrong.
Note | It's okay if some of the coaching below doesn't resonate with you. Sometimes, all it takes is 1 question, 1 perspective shift, or one practical strategy or tool to free you up to move to the next level of success.
DIAGNOSE THE WEAK LINK(S)
⭐ Set Context
If you're struggling to turn consults into clients, you may be feeling really discouraged and frustrated.
But, fortunately, the average Thriver converts over 65% of consults into clients (using Client Attraction Mastery Module 3 Templates ↗️).
Which means that once you optimize your consults, you can turn at least 6 out of 10 consults into clients and continue to raise your rates.
The first step toward 65% conversion is to track your results. Because your results move in the direction of your intention… especially when tracked.
Have you been tracking your consult results?
⭐ Yes. I’m Tracking my Consults
Step 1 | Go to your Personal Scoreboard ↗️
You'll automatically see all of the numbers you've entered into the HUB when you were celebrating successes.
Step 2 | Get Your Consult Conversion Percentage
・Your # of new clients
・Divided by your # of consults delivered
・Equals ___Consult Conversion %.
Step 3 | Increase Your Conversion
Let’s increase your Consult Conversion % by 10-20% this month. Start by Playing the Ratings Game in the next step below.
⭐ No, I’m Not Tracking Results (in the HUB)
Step 1 | Estimate Your Results
Estimate the number of consults you've delivered in the last 3 months.
Estimate the number of new clients in the last 3 months.
Step 2 | Get Your Consult Conversion Percentage
・Your # of new clients
・Divided by your # of consults delivered
・Equals ___Consult Conversion %.
Step 3 | Do You Know How to Track Your Results?
Celebrate Successes ↗️ in the HUB each evening.
Step 4 | Increase Your Conversion
Let’s increase your Consult Conversion % by 10-20% this month. Start by Playing the Ratings Game in the next step below.
⭐ Play the Ratings Game
THE 'RATE 10 QUESTIONS' GAME
Let's play a game that will show you where you're strongest and weakest in turning consults into clients.
Then let's strengthen your weakest link. Sound good?
Think about the consults you've delivered in the last 3 months.
Let's do a speed round where you answer 10 questions... in 3 minutes or less.
YOU CAN USE TRELLO WORKSPACE
Step 1 | Copy / paste these 10 Questions into a fresh space.
Step 2 | Write a number by each answer (No explanations... just give a number 1, low- 10, high).
Step 3 | Start your timer... and go for it!
RATE 10 QUESTIONS
On a scale from 1-low to 10-high...
Confidence and Effectiveness
1 | How closely did you follow the Free Consult template? ↗️
2 | How confident were you while delivering the consult? ↗️
3 | How much did you expect them to say “YES?” ↗️
4 | How strong were the 5 Elements (including Wood)? ↗️
The Value
5 | How clearly did you express your credibility? ↗️
6 | How valuable was the session (including but not limited to the Recommendations)? ↗️
7 | Did you overcoach (give too much away)? ↗️
The Invitation
8 | How confident were you in the value of your package? ↗️
OPTIMIZE FOR MASTERY
⭐ Optimize the Weakest Link
⭐ Optimize Your Weakest Link
Step 1 | Give yourself tons of credit for where you were strong.
Step 2 | Click on the question below that represents your weakest link.
Step 3 | Strengthen your weakest link... then, strengthen your next weakest link.
⭐ Confidence and Effectiveness
1 | How closely did you follow the Free Consult template? ↗️
2 | How confident were you while delivering the consult? ↗️
3 | How much did you expect them to say “YES?” ↗️
4 | How strong were the 5 Elements (including Wood)? ↗️
⭐ The Value
5 | How clearly did you express your credibility? ↗️
6 | How valuable was the session (including but not limited to the Recommendations)? ↗️
7 | Did you overcoach (give too much away)? ↗️
⭐ The Invitation
8 | How confident were you in the value of your package? ↗️
CONFIDENCE AND EFFECTIVENESS
1. How closely did you follow the Free Consult template?
⭐ Inner Game
⭐ Option 1 | Explore Your Resistance to the Template
The Free Consult Template has helped thousands of Thrivers generate hundreds of millions of dollars. Closely following this template can immediately increase sign ups.
Before changing the template (which you can do in the right column),
Ask yourself:
・ On a scale from 1-1o, how closely did you follow the template?
・Which part(s) of the template did you skip or change?
・What do you get to avoid by skipping or changing those parts?
・What makes you feel uncomfortable about each part?
🌱 To change the wording of the template
Go to Outer Game (Right Column) ➡️
⭐ Option 2 | Explore the Fear of Being Salesy
・ What would it mean if someone thought you were salesy?
・Would you be more successful if you weren't afraid of being salesy?
・One of our mentors says: People are going to judge you anyway. So they might as well judge you while you're getting wealthy and making a big impact. How does this resonate?
🌱 Next Step
To feel more confident (when your potential clients leans out,
go to Free Consult Template | Turn Lean Outs into Lean Ins ↗️
⭐ Option 3 | Explore Your Discomfort with the Language
The wording was designed to make you most effective at delivering this consult. But if you're not used to this language it might feel foreign or inauthentic to you.
・Are you willing to expand your comfort zone and invite this different language to become a small part of how you get clients?
⭐ Option 4 | Explore short bursts of courage
Our most successful Thrivers practiced courage for short periods of time (when they were scared to say something on the template).
They discovered they didn't die, but they DID get clients and make a lot of money.
・Can you make it a goal to courageously say at least 1 bold thing/day?
⭐ Get Extra Support
Bring this to an:
⭐ Outer Game
⭐ Option 1 | Change the Wording
What about it feels salesy to you?
Go to your Thrive Machine account. Go to Sites / Funnels / Mastery Templates. Choose the template and open the Working Draft.
Edit the sentences in a way that keeps the INTENTION of the sentence but feels more like you.
Check what you wrote to make sure you didn't:
・Strip the boldness from the template.
・Lose the intention of that segment.
⭐ Option 2 | Practice that Section 10x
Practice saying the bold thing 10x. After saying it 10x, is it less scary?
⭐ Option 3 | Role Play With Someone
Getting practice using the template with live people can dissolve your fear of using it with potential clients.
⭐ Option 4 | Ask your Role Play Partner to Lean Out
Facing your fear of the Lean Out, and practicing the Lean Outs to Lean Ins template, can dissolve your fear.
🌱 Next Step
Go to Free Consult Template Section | Turn Lean Outs into Lean Ins ↗️
2. How confident were you while delivering the consult? 1-10?
⭐ Inner Game
⭐ Ask Empowering Questions
・Who do you admire that you can emulate during the consults?
・ What positive qualities do your potential clients see in you?
・ Why are your potential clients better off for becoming your client?
⭐ Let’s do the The Work of Byron Katie ↗️
・What belief is present when you're not confident?
(For example, "they won't want to work with me."
・Is it true? Can you absolutely know it's true?
・How does it impact your consults when you have that belief?
・What would your consults be like if you couldn’t think that thought?
・What is the exact opposite of that belief and how is that as true or truer than the original belief?
⭐ Get Extra Support
Bring this to an:
⭐ Outer Game
⭐ Self-Care
Can you do self-care before and after your consults?
What will you do that is likely to double your confidence?
⭐ Add Value to Your Package
How can you make your package more valuable so that you genuinely believe that they'd be crazy to say no.
⭐ Practice the Consult
Practice your consult before delivering it to a Potential Client.
🌱 Practice by yourself
Read the Free Consult and Dance with Concerns templates out loud, pretending someone else is answering the questions.
🌱 Practice with a friend or Thriver
Ask for partners in the Thrive FB Group or join a Friday Practice call.
🌱 Practice with AI
Tell Chat GPT Audio. I want to deliver a consult and I want you to be _____ (ideal client) with ______ (problem) looking for _______ (result). You are my potential client.
On a scale from 1, totally resistant to 10, ready to become my client immediately, please be a ___ (5).
Coach Chat GPT (as needed) to make the demo most useful for you.
⭐ 20 Consults Challenge
We challenge you to book 20 consults in one month! You’ll feel SO much more confident after doing getting 20 more consults under your belt!
⭐ Option 5 | Go for No!
When you get excited about "No's" you can lose your fear of getting them and naturally open yourself up to a LOT of "Yes's"!
3. How much did you expect them to say “YES?”
⭐ Inner Game
⭐ Visualize them saying "YES".
⭐ Embody what it would feel like to have them say "YES!"
(Fist pumps, happy dance, big smile)!
⭐ Get Extra Support
Bring this to an:
⭐ Outer Game
⭐ Be confident about your package that they'd be crazy to say no!
Get on an Inner Game Session with a Specialty Coach ↗️ OR
Get on a Package & Pricing Session with a Specialty Coach ↗️
4. How strong were the 5 Elements (including Wood)?
⭐ Inner Game
⭐ Explore your Weak Element
In your last 3 consults:
・Which element was strongest? Give an example of how it was strong.
・Which element was weakest? Give an example of how it was weak.
・Why do you think this element was weak?
・What would you have to let go of to make this element stronger?
・What would you have to step into to make this element stronger?
⭐ Get Extra Support
Bring this to an:
⭐ Outer Game
⭐ Practice Your Weak Element Every Day
You can do a role play with your Success Coach using the
Free Consult Template and practicing your weakest Element.
VALUE
5. How credible did you seem to your potential client?
⭐ Inner Game
⭐ Practice saying your credibility 5 times.
Do it right now. And, again before you meet with your next potential client. Keep doing this, until it feels natural.
⭐ Afraid to be judged as arrogant?
Role play with a Thriver or your Success Coach and ask them to pretend to be offended by your arrogance.
You can use the Free Consult | Turn Lean Outs into Lean Ins template to get back on track.
⭐ Get Extra Support
Bring this to an:
6. How valuable was the session?
⭐ Inner Game
🌱 Next step
Go to 2 | How Confident Were You? (Inner Game section) ⬆️
⭐ Get Extra Support
Bring this to an:
⭐ Outer Game
⭐ Become More Comfortable with the Template
🌱 Next step
・Read through the template 3 times before your next Consult
・Practice role playing the Free Consult Template ↗️
⭐ Strengthen Your Recommendations
Increase the value of the Recommendations you make.
🌱 Next step
Go to the Free Consult Template | Stage 3 ↗️
⭐ Get Better at Acknowledging & Reflecting
Your ability to acknowledge and reflect is a deeply healing and empowering skill that adds huge value to your session. Practice this skill.
7. Did you overcoach (give too much away)?
⭐ Inner Game
⭐ Focus on your Inherent Value
What do you feel are your 3 most amazing qualities?
⭐ Nurture Your Younger You
Sometimes when you aren’t feeling valuable, there might be a little kid inside of you who doesn’t feel appreciated.
・What does this younger part of you need in order to feel more valued?
・What does this younger part of you need to hear?
・What does this younger part of you need to say to you?
・What promise do you want to make to this younger part of you?
⭐ Don't Manipulate People
If I over-give will you... love me, be nice to me, be impressed by me, pay me?
Over-giving can be a spiritual form of prostitution. Instead of giving away your body, you’re giving away your time, which is your most precious resource.
What would be possible for you if you gave what felt good...
Trusting that they will sign up if it feels good to them.
How would you operate differently?
⭐ Explore How You Feel When You Over-Give
You just over-gave again...
How do you feel? Where do you feel it? Breathe into it & feel it deeply.
What were you trying to avoid?
Being too salesy? Disappointing them? Wasting their time?
Which is more painful… the possibility of disappointing them?
OR
The guaranteed certainty of disappointing yourself by draining yourself of life force?
What if you didn't overgive?
You might have more energy to provide more value in less time.
🌻 Get Extra Support
Bring this to an:
⭐ Outer Game
⭐ Practice Exquisite Self-Care
You are amazing and SO worth the BEST that life has to give.
What Exquisite Self-Care Practices can you do to value yourself more?
⭐ Play a Game to Get to the Invitation within 30 min
Play a fun, lighthearted game to spend less time coaching and instead invite them into your work at least 5 minutes earlier than you usually do. (and ideally within 30 minutes of starting the session).
This might mean resisting the temptation to give just one more little piece of coaching.
THE INVITATION
8. How confident were you in the value of your package/program?
⭐ Inner Game
⭐ Forgive Yourself for Your Mistakes
Do the inner work to forgive yourself for all of your mistakes. So that you truly feel worthy of the best that life has to give you.
・What have you learned from your biggest mistakes?
・What would you do differently next time?
⭐ Forgive Other People for their Mistakes
One of our mentors, Rev. Michael Beckwith, says that we haven't truly forgiven until we can say "Thank you for--giving me that experience."
How have you grown and gotten stronger, wiser and more compassionate as a result of this experience?
⭐ Get Extra Support
Bring this to an:
⭐ Outer Game
⭐ Practice saying your rates
Practice saying your rates using the template, 10x until you feel confident with it.
Bonus: You can step into a fun or empowering archetype or persona as you share your rates.
⭐ Add Value to Your Package / Program
What can you add to your package/program to increase the value of the offer?
🌱 Package
・More sessions or Longer Sessions.
・Text or Voxer Access.
・Emergency Laser Sessions.
・Coaching Gym or Longer or More sessions.
More months. Bonus sessions with a JV Partner.
🌱 Program
Platinum Members only can Go to the Design Your Program template in the Get Leverage Section of the HUB to get more ideas on how to add value.
⭐ Increase Your Skill
Get better at helping your people get the tangible results they want. Read books, take courses... do your own inner work... whatever it takes to help your people get the best results possible.
⭐ Lower Your Rates (VERY optional)
Would it serve you to temporarily lower the price so you EXPECT them to say yes?
No pressure to do so. But it is imperative that you EXPECT them to say yes. Because we usually get what we expect.
9. How masterful were you with dancing with concerns?
⭐ Inner Game
⭐ Empowering Questions | Rate from 1 Low - 10 High
・How much were you seeing them as the hero of their life?
・How inspired by their future vision & excited to help them reach it?
・How willing were you to go to the mat for the sake of their future self?
・What would you need to let go of to increase these scores?
・What would you need to focus on to increase these scores?
⭐ Get Extra Support
Bring this to an:
⭐ Outer Game
⭐ Practice!
Go to the Dance with Concerns Template ↗️
You can practice with a Thrive Coach, friend, Thriver, AI or by yourself.
10. Was the deadline to make the decision clear?
⭐ Inner Game
🌻 Afraid You're Pressuring Them?
In massage, too much pressure hurts. Not enough pressure is disappointing. But just the right amount of pressure is heavenly.
In Heartselling™ you'll sabotage your success if you're in the sales box or the Heart Box.
⭐ Sales Box (Too much pressure)
For example: Sign up before we get off zoom or lose the discount and bonus).
⭐ Heart Box (Not enough pressure)
For example: Let me know if you'd like to work together. I'll be here, whenever you're ready...
5 years later... I'm still here...
・If you got 20 more high paying clients this year... But 2 people thought you were a little too salesy, would it be worth it?
🌱 Next Step
Go to the right column to give just the right amount of pressure. ➡️
⭐ Get Extra Support
Bring this to an:
⭐ Outer Game
⭐ Use the Dance with Concerns Template
Without a deadline, most humans procrastinate. A deadline gives people a reason to make a decision that could change their life forever.
🌱 Next Step
Go to Dance with Concerns | I need to think about it and practice reading that out loud or with a partner. ↗️
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