Business Strategy

Julie’s Guide To Hosting A Room On Clubhouse

I’ve been on Clubhouse since November 27th, but didn’t fully start using the app in that addictive-not-sleeping-talking-about-it-on-Facebook sort of way until last week. But as I do with anything I dive headfirst into, I’ve amassed a ridiculous level of information in a short period of time, so for those who are just getting on or trying to figure out how to navigate the app, I’m going to share what I’ve learned about hosting rooms.

But first, a few notes….

How To Get On The Platform

Right now it is an invite only iOS exclusive experience, so getting an invite is a bit tricky. Whenever someone joins, they are given ONE invite. Keep in mind who you give that invite to. If they get on the platform and start contributing valuable info, your profile will get brownie points and the app might bestow on you some more invites. In addition, hosting rooms on the app and using the app often trigger more invites.

There are a lot of theories to how to get on the app, but for now – here’s the best way. Go to Clubhouse, download the app, and reserve your username. Then find someone who’s already on the app and exchange text numbers. It’s important you have each other as contacts (and maybe even text back and forth a bit). The idea is when the user opens up the app, it *might* trigger a notification that says,

“So-and-so is on the waitlist and one of your contacts. Would you like to invite them in (don’t worry it won’t count against your invites).”

Try this! Keep in mind, this advice probably won’t age well if you’re reading this post a few weeks or months in, since they are planning to open the doors publicly soon.

How To Use Clubhouse

There are a ton of guides and resources out there already on how to use the app, so I’m not going to focus on that for this post. You can do a simple Google search, or better yet – attend one of the “new clubhouse user” rooms and learn the ropes while on the app. That’s how I did it, and it’s very effective. Some of these rooms run 24 hours a day so there’s a ton of info there.

The most important thing you want to do is to create your bio. It’s keyword sensitive and there’s plenty of room to write all the awesomeness you want, so make sure to take a little time on your bio. Write it in your NOTES app, format it, and then copy and paste it into the app. Get yourself a nice photo that isn’t too far away or close up since this will be the primary way people recognize you in a room.

Lastly, because there is no direct messaging, you’ll want to hook up your Twitter or IG account in your bio so if people want to connect with you, they can click that link and send you a DM (right now that’s the only link on the bio). Some people are adding text numbers or email contact info as well.

Now let’s get to the meat of this article which is, how to host an awesome room on Clubhouse!

What Are Rooms and What Are They Good For?

This is the core feature of the app: Rooms. In its simplest form, a room is a place where people can come in and talk. Think of Zoom, but no video, no chat, no texting, no reactions, no recording, no computer. It sounds pretty stripped down right? It is, and that’s one of the most beautiful parts about it. You can have private rooms (closed to the public where you “ping” people into the room), or public rooms.

Inside a room there is the host (top left corner), then the speakers (these are people that the host pulls onto the stage at the top of the screen), and then the listeners. The host is a moderator and can assign other speakers to be moderators, and moderators can mute and unmute people, as well as move people from the audience to the stage and back.

Now, just because it’s called a room and all rooms essentially function the same way, does NOT mean there aren’t a million nuances to how rooms run, because there are.

Types of Rooms

How the room functions is 100% up to the host of the room. Here are just a few types of rooms you may want to host, and again, even though there is no official “room type” it’s incredibly important that YOU KNOW what you want out of the room so you can manage the audience that trickles in.

Presentation Rooms: These rooms should have only one or two people on stage with everyone else in the audience. Make sure the title of the room and the host makes it clear that they (or the speaker they bring in) is here to share and speak. Think of it similar to a sermon at church or a speaker on stage. If you plan to take questions at the end, keep the hand raising feature turned off until the presenter is nearly done. Then you can start letting people on stage to ask their question.

Casual Convo Rooms: These rooms are exactly as they sound, just simple casual conversation around a topic. It really doesn’t work well in a big room so if you’re planning to have everyone on stage with the ability to speak and interject, you may want to do a closed room to keep the size small.

Mastermind Rooms: These rooms are usually led by a small group of people, and are on a specific topic. The idea is to have a few experts, but also to bring audience members on stage to ask questions and give feedback and ideas. In my opinion, these are some of the most engaging rooms on Clubhouse, but also super difficult to moderate well. We’ll discuss that in a bit!

Q&A or Town Hall Rooms: These rooms usually start with a bit of information/teaching or announcements, and then are followed by an orderly Q&A style queue where people come on stage, ask a question, and then return to the audience. When you first join Clubhouse, join one of the beginner rooms and you’ll see it’s running much like this.

Specialty Rooms: These rooms are any room that doesn’t follow any of the above formats. For example there are reading rooms, music rooms (where people perform or just listen to music), affirmation rooms, dating and matchmaking rooms, etc. As you fall down the Clubhouse rabbit hole you’ll see how creative people get with their rooms!

The takeaway here is this: I literally made up these categories because it encapsulates the patterns I’m seeing on Clubhouse and it’s important to set the intention of what you’re trying to do before you host the room. If you plan to do a presentation and pull 15 people on stage, they will feel annoyed that they have the ability to speak but can’t because you’re talking for 45 minutes straight.

Room Moderation Best Practices

Once you’ve got the idea or topic for the room, plus the way you plan to facilitate it, the next thing to know is that moderation is key. My suggestion is to find a cohost that has more experience so you can practice with someone who can help before you single handedly run your own room.

Eliminate Backstory: Tell your audience (and remind yourself) that there is no need for backstory when they start speaking. People have no idea how long they talk when they give backstory, so explain that at the beginning, and EVERY time you notice a bunch of people show up in the room. The bio works as a backstory. No need to give it in the room. Make this rule SUPER clear from the get go.

Restate Your Question: Whenever you bring people onto the stage to give an opinion, restate the prompt for each person so it helps keep the conversation on track. For example, the other day I hosted a room about Clubhouse and every person that came up I said, “Hi ________, what’s been your favorite room on Clubhouse and why?” This way, any new people coming into the room will quickly be able to catch up, and your speakers will stay on topic.

Ask Your Question: If you are hosting a room where the audience is asking the questions, then do this: “Hi ___________, what question do you have about (insert your topic)?”

Avoid Inside Jokes: If you are hosting a room with a few friends, remember that inside jokes only feel good to the people on the inside. To everyone else, it sets a ton of “I’m an outsider”. Resist talking to your co-hosts and not engaging the audience. No one wants to just sit and watch other people have fun.

Reset the Room: This simply means that every so often, restate the purpose and guidelines of the room. This way as people come into the room, they can get caught up on the vibe and energy and get more out of the room.

Keep a Queue: So this depends on whether you are doing a casual convo room, a mastermind room, or a Q&A style room. When you want to facilitate a discussion where a bunch of people can interject throughout the convo, you want to have no more than 9 or so people on the stage with the ability to talk. I’ve seen rooms with more but it’s tricky. Keep in mind that the people who remain on the stage often get more follows, and there’s also a spot in the room where it shows everyone the speakers are following so it’s definitely a visibility play. If you aren’t planning that type of conversation, then it’s important to keep a queue.

What this means is that you pull people on stage in batches. Get a few people up, and let each person speak in order. Then as soon as they are done, put them back into the audience. You can turn on and off the hand raising feature so people know when they can raise their hand to join you on stage, vs. when it’s time to be a listening audience member.

Manage Time: This one is so hard, but you can set the intention for the length of time you plan to speak, the length of time you plan to converse, or the length of time you plan to do Q&A. You also want to encourage people to keep their comments to a certain time limit. I’ve seen rooms where one person goes on and on and it’s just a literal snoozefest.

Encourage People To Speak: Unless you’re doing a presentation style room, remember that the only tool you have is your voice. Keep high energy and be welcoming. Encourage people to speak up and raise their hand. Anyone who is less than seven days on the platform will have a party hat on their image so you can see who the newbies are.

Don’t Be a Pitch Idiot: What I’ve found is that people reach out on IG if they like what I have to say. I don’t have to pitch my offer while I’m talking. I can put it in my bio and carry the conversation on IG or Twitter DM.

Instant Rooms vs. Events

There are two ways to start rooms. The first way is to literally hit “Start Room” and open up! You have the choice to create an open room, a social room, or a closed room. This is very organic. The only one that people don’t quite get is the “social” room. Open means PUBLIC. Social means that only your followers can see it. Closed means it’s private to only who you ping.

The second way to start a room is with an event. This will be a set in time event that your followers will see and then can add to their calendar. It also generates a link for the event that people can put on social. When it’s time to start the event, you’ll go to the event and then open up the room. After you host three or so events within three weeks, you can apply for a club. A club is a topic that you host your rooms under that people can follow.

Let me know, what questions do you have about Clubhouse?

Julie Chenell

My Yearly PSA To Business Owners Making $100k A Year… Don’t Miss This!

I will never forget the year I went from making $50k to $325k in business.

It sounds exciting right? But I ended up spending three nights with zero sleep, trying to wrangle my books at the end of the year because I hadn’t been keeping careful track. Most young business owners don’t want to spend their hard earned money on something as boring and unsexy as bookkeeping, even though it’s probably the single most important thing you can do in your business!

It was after that disaster in my life that I finally hired a bookkeeper, and she is still with me today.

After several frantic voxers from clients feeling the pressure of reconciling their books at the end of the year, I decided to reach out to Emily and ask her if she could help people who are making less than $100k a year, get their books in order even if they’ve not done ANY bookkeeping this year at all.

She said yes. She’s offering it as a free bonus (along with a few calculators and other goodies) to anyone who is enrolled in her Automatic Bookkeeping Course* before December 22nd. She will be holding a live workshop to do a year’s worth of books in one simple sitting, and that’s FREE to any of her students.

Consider this my Christmas PSA to all my newbie business owners who don’t want to spend the holidays wrestling with janky spreadsheets! If you’re making more than $100k a year and want to just hire her, go to





* Definitely an affiliate link but seeing as I’ve paid her now thousands and thousands of dollars to help me, you can bet your bottom dollar I would promote her even without one!

Behind The Scenes Of The Digital Insiders Mastermind


I’m sitting in cozy cold Connecticut (after our first freeze last night), hot cup of tea in hand, trying to figure out how I’m going to recap the last five days. Having just wrapped up our fall 2020 mastermind – there are endless things I could write about when you put 100 business owners in a Zoom together- it’s overwhelming to recap nearly 40 hours of masterminding. And I’m trying to think what would be worth the next few minutes of your time? What can I give here

in this post that will educate, inspire, motivate, or enlighten some piece of your business journey?

Here’s my very best attempt…

Behind The Scenes: How We Ran The Mastermind

Starting with a few logistics (handy if you are planning a virtual mastermind yourself), here’s how we ran the event.

Helen kicked off each morning with intentions and other such bonding exercises to help the group connect, get ready for the day, and bond within the confines of a computer screen. She led these mornings from 9-9:30am.

After that, we ran a packed morning, starting with two Mastermind Gives. These are presentations by the members on all kinds of topics from Pinterest, to book writing, non verbal communication, Enneagram, ads, funnels, copy, etc.

We had everyone in the mastermind that wanted to, pitch an idea, and then the group voted on the top 15 presentations. Those ran every morning from 9:30-10:30am and then again from 11:30am-12:00pm.

In between the gives, we broke into coach’s workshops. All the DI coaches split into breakout rooms to workshop on topics. These were a bit more hands on, or discussion style trainings. The smaller more topic specific groups were able to engage more people and they ran simultaneously.

Lunch always came super fast (at 12pm) – and we left the Zoom room open for open chat. Sometimes we’d talk about the morning presentations, other times it was just personal fun stuff, or we’d ask the new folks to give us some background on them (since we had 28 new members since our last mastermind in April!!!).

After lunch, I gave a keynote style presentation for 30-45 minutes and then opened up the group for questions. It was hard to break at 2pm because several of these topics had us in really intense conversations that were so good and helpful, but deep.

At 2pm, I split the group into nine mini mastermind groups that were separated into breakout rooms for an hour. Each person had 30 minutes to be on the hotseat, and much of these hotseats were focused on creative brainstorming and strategy.

Yes I named the groups after Disney characters because, why not? 

I believe this was team Captain Hook – which became Captain Hunk.

After that, we came back to the main room and each person who was on the hotseat got to share with the whole group – what their biggest takeaway was.

A few other fun things we did!

  • We had a wall of appreciation for members to share and express appreciation for another member who had something meaningful to share. It’s hard to go through this post without a tissue because some of the comments are just incredible.
  • We did a DI awards lunch on Wednesday where we celebrated all the big accomplishments from DIers over the past six months.
  • One of our members – Aryeh – took the night shift and opened up the Zoom room every night at 9pm for the night owls who wanted to have a drink and debrief from the day. If you can believe it, after 7 hours on Zoom, many of the Extraverts in the group were ready for the night run of DI!
  • Ahead of the mastermind, I sent out some swag boxes with notebooks, snacks, hoodies, and a camper mug that read “We Survived 2020 Together” (because we did!)

There was so much laughter (like the moment where Nathan turned his camera on to show that he was in fact listening WHILE on the massage table). There were tears. There was celebration! There was a ton of learning, ideation, and brainstorming. There were intense hard convos too.

One of three pages of Digital Insiders!

Some Takeaways For You!

“Events are a great way to create inciting incidents for your customers.” – Chris Creed

He spoke about how inciting incidents work in movies and they are key moments in a journey that change the character’s trajectory. How can you use events to create those moments for your students and customers? Chris runs a program that helps business owners launch a simple virtual event quickly and easily.

“Try to not have more than 3 links per email, and hyperlink your text vs. putting in the raw link.” – Brittany Bayley

She is the founder of Email Copy School and gave us a presentation on the topic of email deliverability. Though not a sexy topic, it’s a HUGE one for anyone doing email marketing so we were grateful for her insight!

There are five simple ways to leverage physical products in your business: loyalty/status cards, welcome kits, swag, merch, & complementary products.” – Tyler Jorgensen

He spoke on how to use buyer psychology and physical products to create more stickiness in your info product business. Tyler is the CEO of Four Sail – eCommerce & Social Media Agency.

“One of the fastest way to scale an agency is through software. You can white label virtually any tool you use in your agency to add more continuity.” – Matt Deseno

Founder of BAAM agency and High Level Pro Tools, Matt took us inside the way he combines agency + software to create ongoing recurring revenue in a service based business.

Every short form video script should go like this for maximum views: Start with the Hook, tease the Outcome, state a Testimonial, and then give Action tips.” – Elise Darma

She took us inside her short form video process for IG reels, TikTok, and IG posts, where she absolutely crushes these platforms with engagement, views, follows, and monetization.

“The easiest way to write a 294 page book in just a few weeks is to simply interview a bunch of experts in a niche with several simple questions, and then compile it and use or some similar site to drop ship free copies to the authors. Get them to share the book on social and watch the sales come in.” – Gabe Shillinger

I’m paraphrasing him slightly, but he blew our minds with a crazy process he went through to get in the top ten of Russell’s Traffic Secrets Affiliate contest. It included getting a book written, printed, and sold within 3 weeks. It was nuts!

“When determining who to hire, write down EVERYTHING you do, and then circle the things you WANT to do. Outsource everything else.” – Esther Inman

She went into her hiring process for VA’s (Esther runs a six figure a month business working very little hours) and she also trains VA’s. So she had a lot to share on how to hire, what to hire for, and how to make sure you’re in good shape when they join your team.

“When running a sponsored message campaign, aim to run it between 3-7 days. We did this and got less than $2.00 a webinar registration, whereas traditional ads were costing us $9-$10 a lead!” – Stephanie Blake

Even though Facebook bots are changing constantly, the Sponsored Message option for Messenger is still returning an insane ROI. She went behind the scenes of all the ways she’s using messages in her agency to reach more customers and leads!

“Don’t underestimate the power of celebrating birthdays, handwritten notes, personalized videos, or any personal contact you can do with your customers to help build retention.” – Melissa Lanz

She dove into all kinds of retention strategies for membership sites (she is the owner of Fresh20), and blew us all away with her simple yet “why didn’t I think of that?” lists of things we could all implement in our continuity programs.

“Stop making two sales at once!” – Renee Hribar

She gave us a great presentation and sales script to clear the path for a “Yes!” when on a discovery call. Her comment about stop making two sales at once was an aha! for how to build rapport before the call so that on the call, you only have to sell your product, not you.

“Your Table of Contents in your book should your sales page.” – Nick Pavlidis

Ghostwriter Nick took us through his book writing process, and showed us how to get momentum, make connections, and leverage a book – even before it’s written. He gave all of us a major aha! when he said that your table of contents can and should read similarly to how you might architect a sales page to sell your offer.

“Imagine if some of your Facebook Lives – long fallen way below on your page – are constantly revived and viewed – just because you have Pins that are leading to them!” – Michelle Diaz

An accidental Pinterest expert (using it to help her get to 100k subscribers and beyond), Michelle is a health coach and the owner of the mPower supplement for pregnant and nursing moms. She showed us how she links pinterest pins to her other social content to keep it alive and garnering views long after the FB algorithm has stopped showing it.

“Depending on your number on the Enneagram, you might be oriented towards the past, towards the present, or towards the future.” – Nicole McDonough

She went through the stances of the Enneagram with us, explaining how we respond to the world around us. The most enlightening part of the talk was showing how this is linked to people who are ALWAYS thinking ahead, frequently looking back and nostalgic, and those that prefer to be in the present.

“The fastest way to build trustworthiness with your customers and clients is through your hands.” – Gonzalo Jimenez

He did a fascinating presentation on how to become more charismatic, and he started the presentation with this interesting tidbit of social psychology. When people can see your hands (yes even on Zoom) you instantly build more trust than if they can’t be seen. Gonzalo is a Kartra expert and also (unbeknownst to all of us) certified in non verbal communication as well!

“Most of what stops people from doing YouTube ads is their resistance to doing video. If I showed you some top performing ads, you would not even believe how poorly done they are! If you can do a video without an old mattress in the background, you can do YouTube ads!” – Chris Wyatt

He spoke about YouTube ads and encouraged any of us running webinar funnels, to seriously consider YouTube ads – even though so many people are nervous to create video.

Inside My Workshops + Presentations

Unfortunately I don’t have notes from Helen, Jessie, and Emily’s coach’s workshops because I was often running something simultaneously – and I haven’t had a chance to review them. But rumor is that all of them were poignant, enlightening, helpful, and full of useful and applicable information that can be used right away. I just want to take a quick rabbit trail to say that everyone on my team, including my Executive Assistant Jess – are INCREDIBLE. Digital Insiders is so much fuller, better, and more awesome with them on board.

Okay, I emailed everyone a few weeks back asking which of the following presentations you’d like an encore of.

Drum roll….

Google Hacks for Productivity WAY outperformed any of the others! So I will be doing a FREE workshop for anyone who’s interested, November 20th at 2pm EST. You can register at that link to save your spot (my limit is 500 people on my Zoom plan).

As for my other presentations, here are the slides that I think had the most impact when I was teaching.

During the Art of Delegation, the group asked a TON of questions about how I managed to delegate so much.

In the Top Takeaways Presentation, I started off by showing people about how many minutes I’ve spent actively coaching and/or auditing funnels, and what a privilege it is to get to be a coach where you get this incredible vantage point.

In the Certification Workshop, we spent a good deal of time talking about how the curriculum of a certification needs certain components to help aid in the completion of the material.

In the Increasing Profit Margin discussion, I gave members a look at the way I prioritized and deprioritized parts of my business when trying to reduce expenses and increase margin.

In the discussion of Irresistibility, there was an intense discussion as soon as I dropped this slide. I encouraged people to have others read a sales page and guess the price. If they guessed the expected price, the anchor wasn’t done properly. You want people to get to the bottom and expect ONE price and be delighted when it’s less than that.

During the presentation about Designing Courses That People Finish, this slide was a funny way to present how so many people teach. They give you SO MUCH information you don’t need to know.

In the Transitioning to High Ticket Consulting Workshop, we talked about how to get your customers the SAME result without actually doing the work. Here we started to break down the pieces involved in high ticket consulting.

I could go on for easily another 3000 words, and truth be told – I missed 6 coach’s workshops and 45 mini master meetups, so this is just scratching the surface of what happened this week. For now, this hopefully gives you a few things to chew on.

Don’t forget to register for the Google productivity tips webinar on November 20th and if you’re interested in the Insiders, you can put in an application at Digital Insiders Mastermind. Right now we’re booking calls for a possible 2021 enrollment (as the group is full and we have a waitlist currently that’s ahead in line), but we anticipate openings in 2021). We’re happy to let you know if we think you might be a good fit!


Ep. 85 A Planning Breakthrough

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Full Transcript:

Hey everyone, this is Julie. What’s up? I hope you’re doing amazing. Today I want to talk to you about this new, it’s not really a new way, but it’s sort of like, I have these ideas and then I like aerate them, and reiterate them until they start to really work in my business.

So today I want to talk about a planning modality that has been working really well for me.

Now a quick back story, a lot of people think because of the level of productivity that I have that I am super organized. And I am organized, but I’m very organized at a macro level, not a micro level. In fact, if you saw my desk right now, you would see just how non micro level organized I am. I should take a picture. But I organize at the macro level because this is what allows me to do incredible amounts of work in a short period of time. Because I’m willing to ignore extraneous, unnecessary details, and I think this is where a lot of people get messed up. I see all kinds of organization products on the market, and they are so detailed and comprehensive, and that’s awesome, and entirely unsustainable.

So I’m constantly an advocate for macro organization, which allows you to still have some disorganization. So I’m trying new things all the time to try and see what works for me. So I just did a Q4 planning meeting with my digital insiders, of course I made this cool spreadsheet. And one of the insiders was like, “Every time you do a planning meeting, you give us a different process.” I said, ‘I know. Because I’m trying different ones because not everything works for everyone all the time and anybody that says they have one system that fits all people is lying.”

So I, but I love this one and I actually think I might stick to this one. So I introduced this idea back at the end of, oh my gosh, what year is it? 2019, when we did sort of an end of year workshop in Funnel Gorgeous. It’s this idea of promotion, process and production.

So in a business you have three different types of activities, you have promotional activities, which are related to outward selling of your services and products. So put that in promotion. You have process based activities, which are things you just do every day, whether it’s fulfillment, customer support, operations, just things that happen day in and day out to keep the business running. And then you have production, and production is the word I use that are project based, right. You’re building your funnel, you’re not going to have to build that funnel every day, so it’s a project. It has a start and an end. You’re building a new course, you’re building a new customer support system, whatever it happens to be. They’re production project based.

So I like to think about my business and my life in these three modalities. So I made this spreadsheet where I have three, so let’s say, we’re coming into November here, so there’s a November calendar for promotion, a November calendar for process, and a November calendar for production. Three calendars, three tabs. What I do is get in my brain, “Okay, what am I promoting for November? What is the focus?” Well, I know it’s black Friday, so the focus for us is going to be to open Funnel Gorgeous Society. We opened it in May, and now finally it’s almost finished. It’s actually finished, and now we’re ready to sell it to the masses.

So my promotional focus for November is FG Society. So then I think about, “Where am I going to promote? How is the prelaunch, the launch, all of that stuff?” I just make notations in my calendar, then I move to tab two.

Tab two is process. What are the things that are happening in November that I just am on the books for? So I put things like all my milestone calls for Launch Gorgeous and Funnel Gorgeous, all my audits for Digital Insiders, all my Voxers for Digital Insiders, the fact that I have to create YouTube videos and I have to record podcast episodes. I have group calls for Digital Insiders, I have hot beats, I have blog posts to write. I have content to create. So all of this stuff that I’m doing on an ongoing basis, I put there. Now, you could do it for your entire business if you wanted to, all the ongoing things. You know, customer support, social media ads, etc, etc. I don’t actually do any of that part of the business, so I didn’t put any of it in my calendar, just because I didn’t want to clog it up. Okay, so that’s tab two.

Then I go into tab three and I think simply about what projects, what things do I have to get done? Now the production calendar is often times related to the promotion because I know, for example, that I’m going to be promoting Funnel Gorgeous Society in November. So that means I need to make sure I have my funnel ready. So project wise, production wise I know I have to write sales copy for Funnel Gorgeous Society, I know I have to create webinar slides, I have to write launch copy for that promotion.

But there’s other production stuff happening, because I’m in the middle of creating brand new Launch Gorgeous curriculum while I’m teaching it. So I know I have a couple of phases I know I have to prep for. And I have a few other projects that are not related to promotion, or you know, they’re just operational. So we’re working on some software stuff. Those things are project related.

So what I’m doing in each of those three tabs is I’m not trying to think of everything. I’m just trying to think of what do I need to promote? What are my every day responsibilities? And what are my projects?

The cool part about it, is that tab four curates all of them. Now, it curates all of them so that I can quickly see, “Oh wow. So on November 18th I’ve got a promotional thing to do, I’ve got a process thing to do, and I also slated a production. Well, that doesn’t make any sense because I’ve already got a promotion and a process.” So I go and rearrange it.

Now, some of you might be saying, “Why wouldn’t you just do that all on one calendar?” You can, but I think that the ability for the brain to just stay focused on just one type of activity is going to make it better. So if you don’t want to use spreadsheets, you could go into Google Calendar, create three Google Calendars, one is promotion, one is process, one is production. Turn all the calendars off except for one, and start writing in all the activities you want to do for, you know, you’re promotional period. Then turn that one off, go to process, turn that one off, go to production. Then turn them all back on and see what you have and what it looks like.

The reason I love this method is because a lot of people when they’re doing their quarterly planning, they’re always planning promotional things and project things, and then forgetting the process. They’re forgetting the things that they’re already on the hook for, and then they inadvertently over commit and can’t meet their goals.

So that was something I just taught in Digital Insiders that has been really powerful. And I’ve modified it actually now, so that in the weekly meetings with Funnel Gorgeous I have, yes, you guessed it, a spreadsheet. And in that spreadsheet I’m asking questions, our agenda is promotion, production, process, you can do it in any order.

So what we do is we say, “Okay, what are the things that we’re promoting this week?” and we go through, you know, look through our coaching, our courses, our templates. Then we go to production, we say, ‘Okay, what’s currently in production? What do we have to produce this week for coaching, courses, and templates?” and then we look at process. How are process based things going in customer service, coaching, courses, and templates?

So in this way, you can see at any given moment what’s happening, let’s say from Funnel Gorgeous Society from a promotional aspect, from a process aspect, and from a production aspect.

So this is a very macro way to look at a business. Obviously it doesn’t account for everything. But it allows you to get a quick handle on what you’re doing. And it also makes sure that you’re not overly focused on promotion and then everything is falling apart on process, or overly focused on process, forgetting to market, or overly focused on projects, then promotion and process fall by the wayside.

Ep. 83 Inside A Broken Funnel That Made A $25k Month Profit Comeback!

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Full Transcript:

I actually want to share a Facebook interview that I did with a woman, her name is Jennifer. She’s in my Digital Insiders, and her story is awesome.

If you have launched a funnel that has flopped or failed, you want to hang tight for this interview, because in it we talk about her journey from starting with a very broken sales funnel, and how she moved through over the next year to create a profitable funnel that was netting about 20-25 thousand dollars a month in profit.

Now lest you think she’s in a super popular niche like make money online or something that you know, has a lot of proven success, she actually is not. She is a belly dancer. She teaches belly dancing. And her product is only $27. So I highly recommend you listen to this interview because it talks so much about the importance of sticking with it, and micro optimizing a funnel. Tune in and as always I appreciate you all.

Hey, what’s up Facebook, this is Julie. You know that. I am here today with Digital Insider, fellow friend, a colleague, Jennifer Sobel. She is in Bali this evening, it’s like 9:00 for you, right? Right now?

Julie: Yep.

Julie: So if you guys are here, say hello in the chat, I’ll pull up the Facebook chat. So what I wanted to do is I wanted to bring Jennifer on today because she has just such a great story, a very realistic story of what it’s like and you have a broken funnel, and you’re on your way to fixing your broken funnel and creating a profitable funnel. So Jennifer, why don’t you just give everyone a quick little background on who you are and what your business is?

Julie: So when I joined Digital Insiders, I had my digital marketing business for about almost 4 years at that time. And I always wanted to create my own product, again, I’d had the idea to create a belly dance program for a really long time, and I had gotten discouraged along the way that that was even a viable product. And then I did Clickfunnels One Funnel Away Challenge. And I thought, let me try this again.

And I did a test and I had an idea, I remembered that one of my students had told me after belly dance class that since she’d been taking belly dance she didn’t have urinary leaking anymore. And I thought, I think I was at the gym and I saw a commercial for a drug. So I thought, you know what, let me try this. Let me do like a Facebook ads test, send people to a lead magnet, let me see how many people opt in and test the idea to see if it’s viable.

And so many people opted in I thought, okay maybe there’s something here. I created my funnel and launched it and I thought, oh my God, I’m going to have these amazing sales come in. I was like super excited. I’m not even kidding, I even bought this blessing candle, I was going to like do this whole ceremony. And then I checked on Monday, crickets. Nothing.

Julie: So this funnel you built off of the OFA challenge, you weren’t in DI yet, you had just, this was pre-Digital….Okay.

Julie: It was like heartbreaking. And I thought, okay, I know there’s still an idea here. But, so it sat for like 3 months. And I think, I don’t remember what holiday it was, I think it might have been Memorial Day. My friend invited me to his amazing barbecue and he showed me what the menu was, and I just had this intuitive sense, I’m not going to go, I need to just think and reflect. And it was that morning, on that holiday, after I had just gone for a run, done some stairs, I came home and I laid on the floor of my living room, and the idea popped into my head that I needed a coach to help me figure out why my funnel was broken and how to fix it, and that I couldn’t do it on my own. I could try, and who knows how long that would take me? And who knows if I would get discouraged before I would even get there?

And while I was laying on the floor, you popped into my head.

Julie: This is part of the story even I didn’t know.

Julie: Yeah, and I didn’t really know very much about you at that time. I had just kind of seen you in the challenge, and I thought, you know what? I went right to my computer, I went on and I applied for DI. So that’s how it all started.

Julie: How it all started.

Julie: I was just guided. You know, I didn’t even know.

Julie: Kudos to you, I see someone saying “I’m blowing out my blessing candles right now.” That is the best part of the story. But it’s so interesting because you built this funnel, it didn’t work, there was a lot of expectation let down. So then I remember our sales call and we were talking about this, that you had built this funnel and you wanted to optimize it. You know belly dancing, it’s not a make money online niche. You know what I mean? It’s definitely like a monetizable niche, but it’s not like the home run niches.

So I remember thinking, okay we have our work cut out for us a little bit. This is kind of super niche-y. So you joined and then I remember you relaunched it. How long did it take you to get it all redesigned and out the door?

Julie: So I was, I’m a speed person for the most part. I’m very impatient. And I think, the same thing with walking, if I can get there faster, I’ll walk faster, why am I gonna walk slow? So that’s how I am in my…so I was like, I’m going to get this thing going. I think it took me maybe 6 weeks or something like that. And I had to film my OTO which before was a private belly dance lesson and you’re like, “I don’t think anybody’s going to want to do that.” And I think you’re probably right.

So I created this whole fitness program, that was actually more content than my core offer, and I literally almost killed myself filming like 50 videos in 4 hours in one day, because I just wanted to get it done. And I could barely function for a week. So I think I completed the whole thing in 6 weeks because I really just wanted to get it out there as quickly as possible. Then I was scared as hell to do that $1000 Facebook ad challenge. And I was having so much anxiety, seriously, but I just let it sit there for the weekend, and then Monday I opened it up, and I had made a little bit of profit.

Julie: Yeah so, alright, your first $1000 ad test after the first failure of the funnel, you had relaunched it, I’m going to show you guys the funnel here in a minute. You used funnel retro, I believe it was retro. You made a little bit of profit, which is awesome. In the thousand dollar ad test most people don’t quite do that. But you know, you weren’t rolling in the millions, it was just like I spent a thousand and made whatever, $1200.

Julie: I didn’t lose money. I was happy I didn’t lose money.

Julie: So I remember there was, I feel like the story always end s with the thousand dollar Facebook ad test, and then it’s like, “and then they lived happily ever after.” And then nobody ever says what happens after the thousand dollar ad test. So you had a really big blow that hit your ad account, somewhere in there right? When was the ad account….

Julie: So basically, we had launched…Oh, so first of all, I was going to launch, after the really ugly funnel, I was going to relaunch the new funnel on a Monday of a week, and the week before I broke my wrist.

Julie: Oh, that’s right. You broke your wrist. I remember that.

Julie: And that just completely threw things off, but I was like, “I’m not going to let this slow me down.” It only delayed me by a week, and I launched with one hand, and I was so scared. Because I wasn’t feeling well physically, it was a really hard time. But Helen got me through it, I launched it with one hand, and then after that it was about how do I make this profitable?

And one thing that I want to say is that the best advice that you could have ever given me when I first started working with you in DI was, I had two very different funnels, business ideas that I was working on. Extremely different niches, totally different, and you said to me…first of all, I was thinking I’m just going to launch this thing and let it roll and then move onto the next thing. And you were like, “I’m just going to try this thing over here.”

{Cross talk}

Julie: “Let this get some steam, then I’ll move over to the next thing.” And you’re like, “You need to pick one. You need to pick one to start.” And that was the best thing you could’ve ever done because I am the shiny object person. When I get excited about stuff, I get passionate, but you made me stick to one thing, and that philosophy is what has carried me through. Sticking with this one baby and not just keep working it, and keep working it.

So after I launched it, it was like, “Okay it was a little bit profitable, but not hugely.” It was like, you know a 30% return on investment, 50%. Maybe some days it was 100%. But I wasn’t really making any money, but I believed in it. I believed it was possible to earn money on it. I remember you kept saying, because you were trying manage my expectations.

Julie: I was, I was like, ‘We need a whole value ladder here.”

Julie: Yeah, and you were like, “Just so you know, most people don’t make money on these funnels, this is really just to bring leads in.” You just kept managing my expectations, “Don’t expect you’re going to make a profit.” But I am stubborn. {inaudible} bless candles all over her house. How does that work? I never got those again. And not that I don’t believe that they work, but I kind of had a bad association with them after that.

Julie: But what I want to say about this, you were slow and steady, you were optimizing and I’m going to show the funnel in a minute, but then your ad account went down. Was it right around the time after mine, remember?

Julie: So that was on the Friday that the mastermind ended in Connecticut. And I looked in my Clickfunnels and I was like, “Why is there zero dollars? Why is there no money coming in?” and then my personal ad account got shut down. And for 3 months I could do nothing.

Julie: I was like, “You gotta go get a VPN, go sign a…” I was trying to give you all this advice like get around. I know. Do you know how many, and this is for any of you guys watching, how many people would’ve given up? There’s at least 6 opportunities that Jennifer could’ve been like, “Where is the exit ramp. This is hard. I’m out.” But you are stubborn, you are stubborn and fast and you kept at it. And you eventually got your ad account back.

Julie: I did. And Helen’s voice stuck in my head because it was, I think it was right around Christmas. It was either the day after Christmas or it was Christmas eve, and I remember her, “Just give it one more shot.” And I thought, it’s the holidays, maybe the Christmas spirit…and that’s when it, I contacted support and I was like, “Is there anything you could do.” And he was like, “Just keep appealing.” And I appealed one more time, and it was that time, and they were like, “Sorry, it was a mistake.” And they put it back.

Julie: Oh my gosh. Alright so that was Christmas of 2019, Christmas of 2019, and so now it’s been, we’re not quite a year later, and you hit a big milestone in May. Right, it was May?

Julie: Yes.

Julie: Almost a year to do the day of like Memorial Day and the Blessing candles.

Julie: Yeah.

Julie: What was that big goal that you hit? And then I want to show off your funnel.

Julie: So my goal from the very beginning when I first launched it, my goal is 20k is in my head. 20k, I want to hit 20k a month. And in May, I believe it was, the total sales that came in was around 50k, and my profit was around 25k.

Julie: yeah, you did it. It was almost a year later, and you had finally done it. But that was not without some serious hard work. So I’m going to pull up this funnel. I want you to talk about how many iterations this funnel has gone through, since you first launched it. And all the, I mean, I feel like you were sending this funnel to me for an audible every week and I was like, “what could I say different?” I just gave you….{inaudible}

Julie: I wanted to say something too, because I was making notes before our call of all the different iterations that I did. And I remember something important, which is that from the very beginning, that anticipating success spreadsheet that you have…

Julie: Yes, yep.

Julie: That, and I was thinking about the words, “Anticipating success”. That’s what I did. And I would just run numbers, just kind of for fun. “Okay, if I did a half a percent increase conversion rate on my sales page, what would that mean at the end if this many people hit my page?” and I just kept visualizing that. What do I need to do, what needs to happen for me to hit my goal?

And I realized that a half a percent, with enough people hitting that page, would mean thousands of dollars for me. A percent would mean even more thousands of dollars. And so I thought if I could just improve my page by those little percentages over time, then I’ll get there. And it was that spreadsheet that really helped me to visualize that.

Julie: You’re like laying so much gold right now, because so many people, when they look at their page, and they’re like, “Okay, it’s converting at 1.69.” and they’re like, “How do I get it to 5%?” And I’m like, “Do you realize that if you could just get it to 1.9 or 2%, just those small….”

Julie: That’s what I would do. I wasn’t shooting for that. I was just shooting for a half a percent more than I was right then. And when I would get there, it was just a half a percent more from there. And what do I need to get another .5%? And that was it. I wasn’t thinking any more ahead than like a .5%.

Julie: So good. It’s so good. So you have made a tremendous amount of changes to this. I feel like this page might be zoomed out because it seems kind of small. Oh yeah, I was like, why is it so small? Let’s zoom it in here.

I love what you did with this. I remember you redid that product mock up shot a whole bunch of times.

Julie: I whole bunch of times, yep.

Julie: I remember you added this awesome coupon.

Julie: Yeah, that was part of it. I added the Provely. That I think made a big difference, the little thing on the bottom with the sales, “So and so purchased.” I did that, that was one of the first things I did. That coupon. I looked at somebody’s funnel who I knew was killing it, because of their stats on similar web or something, and I just tried to replicate some items that I thought. Now this is, want to talk about this order bump.

Julie: Can we talk about the order bump and how much iteration happened.

Julie: Oh my God. That was the biggest bugaboo. I think I tried four different things and you were like, ‘That order bump would really help a lot. It really makes a difference.” And I was like, ‘What is it going to be?” and then at the mastermind, the last dinner of the last day, I was sitting with Danny and she was like, ‘What about like Belly Dance in the Bedroom?” or something like that. And I was like, “I don’t want to do that. I don’t want people to associate belly dance with sexy, because that always bothered me.” But then she asked the waitress, “Do you want to be sexy?’ and she was like, “Yeah.” And I was like, “Alright, maybe I’m being too rigid about this.”

So I filmed a video in a way that I thought would respect the dance, and would just help each woman connect with herself, not trying to be an object for someone else, which I’m opposed to because I think it’s about you being the subject of your life, not the object. So I created something that I felt an integrity with, and it was the secret.

Julie: What’s it converting at?

Julie: Like 30-35%.

Julie: Yeah, you had, I remember one time the order bump was like the urinary incontinence interview series or something like that.

Julie: Yeah. {inaudible} as the bonus. You know.

Julie: I don’t think so. Good old Danny, our miss our in person masterminding so much.

Julie: That was, I am so grateful for her, because she, that is the idea that I needed.

Julie: Yeah. Interestingly, this is not a two step, you know it’s funny, after Offer Cure came out, everyone’s replicating the two step order form and lots of people like the two step. And the two step is grate but you have been really profitable on this funnel, no two step, just straight up sales page order form.

Julie: Yeah, I mean for me it was just like that promo video there at the top, at first it was just a video of me talking. And then after I got my cast off, I filmed this video and that made a huge difference in my, again, huge, I think it increased it by a percent, which is huge.

Julie: It’s huge when you’re working on a tenth of a percent.

Julie: Right. So that was a big thing that I did, adding those Facebook screenshots, with the yellow highlighter that I saw on someone’s funnel.

Julie: Yep. We talked about those, we literally just talked about those in FG Society yesterday, about the importance of highlighting your testimonials, because it’s just like this big wall of text and people can’t, they don’t know what you’re trying to communicate with it, unless you point and be like, “Read this word right here.”

Julie: Yeah, and I just would look at other people’s funnels that were performing well and borrow what worked. And then the final thing that I did, that went, I think it went, it took my page from an average 3%, I would say probably average 3% to 4.5%. Because I had a copywriter fix up that sales page, and just make it better.

Julie: Yeah, you finally had, it was a full copy audit right, or was it a full rewrite?

Julie: Yeah, it wasn’t a full rewrite, but he just took what I had and made it that much better. I mean I think it’s good to write your own and instead of them having to create it from scratch, which would be a lot more expensive, they just make it better, what I’d already done. And that made a huge difference.

Julie: Yeah, well it’s crazy because in one of our Digital Insider group calls we were tweaking headlines, and everyone was pulling their headlines up and Christine was on there, and she’s into selling again, another make money online. I said, “Take this one word out of that headline, because that could be intimidating people.” And she messaged me and said, “My conversion has gone up.” So I, you embody this unbelievable anti-shiny object syndrome. Even though it’s funny, I know you are, you said you have that, because you just continue to care about the small percentages and over time it has made a significant difference.

So you are now finally working on a new funnel after whatever it is, a year and a half. Do you want to tell people about what you’re doing next?

Julie: Yeah, so my, I sent out an email to everybody after they purchased the program and I asked them why they purchased and of course not everybody responds to me, but you start to see themes. And so many people that purchased, they purchased just because they wanted to learn belly dance, not because they wanted to strengthen their pelvic floor primarily. And I thought, God, I didn’t know so many people just wanted to learn belly dance.

So now this program is called Feminine Fire: Awaken the Belly Dancer Within. And it’s going to teach women not only how to belly dance, but how to create their own belly dance routine by putting different combinations together, like a lego modular system. And I want to empower them to become creators in their own bodies, and just create a movement of empowerment for women.

Julie: Yeah, I saw, I’m so excited you’ve been working on the logo. I can’t wait for this to come out. The world desperately needs what you have. Women, there’s something about belly dancing that’s such an empowering movement for women. Especially in a culture that hates bellies. Like we hate…

Julie: I know.

Julie: It’s ridiculous. We need to fall back in love with our amazing bellies that do incredible things like grow babies.

Julie: Yeah, it’s just all the different shapes that women have, because I’m ‘in Bali right now, and even being here, I’m having more comfort in my body. Because it’s really, America’s got to be one of the worst countries in terms of this standard for what women should look like and it’s really destructive.

Julie: Yeah. Well, I can’t wait. I can’t wait to talk all about it when it launches. Jennifer, thank you so much.

Julie: Thank you.

Julie: Guys, if you are interested in belly dancing, you should go to Belly Dance Solution and go buy her product, Jennifer is amazing. And for those of you watching because you are funnel nerds, let this be a lesson in persistence and consistency and staying the course, and caring about those little percentage points, because those make a difference.

Julie: Thanks Julie, thanks for all your help.

Julie: Yeah. Thank you so much for joining us, and guys, have a great day. Talk soon.

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