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    Episode 244: Using White Board Sessions To Increase Sales – with April Beach

    SweetLife Entrepreneur Podcast April Beach

    This episode is for those in Phase 1 – 2 – 3 – 4 – 5 of the Lifestyle Entrepreneur Roadmap™ Not sure what Phase your business is in?

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    Who This Episode is Great For:

    This is a great show for entrepreneurs in launch, scale and amplify phases. 


    Whiteboard sessions are a great conversion tool to convert leads to buyers. If you’re a coach, consultant or niche skill provider, you’re always looking for great ways to deepen your relationships with your followers and position yourself as the ideal solution. In this show I unpack how to use “whiteboard” sessions to further connect with your audience and increase sales. This show details the exact steps to fill and deliver your next white board session. 

    At the end of this episode you will:

    1. Have the exact process to fill and deliver whiteboard client conversion sessions
    2. Know how to plan your next whiteboard session into your launch

    Resources Mentioned:

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    Full Show Transcript:

    You’re listening to the Sweetlife entrepreneur podcast, simplified strategies to grow your service business and launch a life you love faster with business mental and entrepreneur activator, April Beach. Hey, you guys, on this week’s show, we are talking about a very cool conversion tool in order to turn those people on your list to buyers that fervently follow every single thing that you do.

    This is episode number 244 at this sweet life entrepreneur and business podcast, which means that all of the show notes can be found by visiting our website, which is Sweetlife simply clicking on the podcast. And this is episode number 244. I’m April beach, the host here at the show, and we are known for delivering proven business trainings that you can absolutely bank on that other coaches will charge you thousands for you. Get them all here, free advertisement free on this show because this podcast is an extension of the outreach that we do as a company. So welcome to the show. If you’re a new listener, I’m super glad to be connected with you. So this is what you can expect from today’s episode. First of all, this episode is great for businesses and phases. Two, three, or four of my business growth roadmap. If you are not sure what business phase you’re in, please visit Sweetlife forward slash quiz. Or you can simply text the word quiz to the number 8 0 5 2 5 4 0 8 8 0. And you can take a very short self-assessment, which will give you a complete breakdown of all the phases of business growth long-term and tell you exactly what you should be focusing on based on the phase of business that you are in right now. So this show is great for people in phases, two, three, or four, and it’s really great for those of you guys who want a conversion tool that moves your leads into buyers. So if you’re a coach or a consultant or a niche skill provider, you’re always looking for great ways to position yourself as the perfect solution to those people that you’re in connection with. And whiteboard sessions are a great way to do that. And that’s what we’re going to talk about here on today’s show. I’m going to unpack how to use whiteboard sessions to further connect with your list and increase your sales. And I’m going to detail out the eight steps that we use as a company, and literally giving you our steps of how we plan and host our whiteboard sessions. And at the end of this episode, you’re going to know our exact process, and you’re going to be able to plan for your own whiteboard sessions to turn your leads into buyers. All right. So if you’re ready for that, let’s go ahead and dive into today’s show First of all, let’s go ahead and answer the question. What is a whiteboard session? So a whiteboard session is like a live webinar where you work with your leads. You help them to solve a specific problem, thereby gaining trust and positioning you as the ultimate solution that they were looking for. You can host it in zoom. You can host it in another live streaming platform, but overall it’s very similar to the webinars of bold, but you’re doing it live. It’s not pre recorded and where you actually have people show up and you literally literally get to work their problem with them. And they are an amazing conversion tool. So let’s kind of talk about that terminology as well. A conversion tool is what we refer to as an event or a way to turn your leads into buyers. So we’re using these whiteboard sessions to turn leads that are already familiar with you into faithful buyers, selling them into your higher ticket programs. Now you can totally use whiteboard sessions to generate new leads as well. We, in the past, as a company have primarily used them to take our existing leads or warm leads and turn them into buyers. But I would love for you to go and test these to cold leads as well, because I’m sure that would actually convert very high as well because very few people are doing this. So I’m going to break down the eight steps to host these whiteboard sessions and really just pull back the curtains on what we do as a company and give you this step-by-step process. So let’s go ahead and get started. If you’re taking notes, this is a great episode to take notes, to save it. You can replay it later. So step number one, I need you to choose a specific problem that you’re solving in your session. So one specific problem that you are going to address in your whiteboard session, your whiteboard session, shouldn’t be, you know, let’s go ahead and solve the whole world’s, you know, hunger issue. It should be. Let’s talk about one specific problem and let’s go ahead and whiteboard out some potential solutions to that. And here’s a pro tip for those of you that are really interested in being strategic about your business. I want you to make your whiteboard session a piece of the problem that you solve in your leading offer. So hopefully you caught what I just said. All right. So number one, you’re going to choose one specific problem that you will solve in your whiteboard session. And one only, number two, send out a warmup email to your list, letting them know that you’re aware of the problem that they’re facing. And you’re planning something really special for them. It’s like dangling the carrot in front of them, say, Hey, listen, you guys, I know that you’re struggling with this. I know that this has been a common issue for many of you. And I just wanted to let you know, I’m planning something really special to help you solve that. So stay tuned because I’m going to tell you what that special thing is that you can be a part of very, very soon. So step number two is get your list excited about what is to come step. Number three is to schedule your session out. Now here’s the deal. I recommend you pick two different times to host your whiteboard session. Usually within the same week, try to do them possibly even in the same day, one in the morning, one in the evening, depending on when your clients are most available, when your audiences is most working on the problem that you solve, picking two different sessions, gives them an opportunity to say, Hey, yes, I want to come to session number one or session number two, but make sure that you schedule this in advance. And then step number four is to send out an invite to this session. And when you send that second email invite out, and you’re saying, okay, here it is. This is what I’m doing. Call it a whiteboard session. I’m hosing this whiteboard session and it’s going to be amazing, but here’s the deal. There are limited seats. Now, one of the things that we are not only addressing here right now in this show, but if you’re a faithful listener to this podcast for the last four and a half years, you know that you will see these trends, right? Where we have gone from these mass programs to boutique very personalized events and programs and leading offers. People don’t want to be part of the cattle herd. They don’t want to be in a cookie cutter thing. So when you offer something that’s limited seats, that’s really exclusive. Those are the things that people are craving right now at the recording of this in 2021. So just be mindful, mindful for that. So sending out your invitation and say, Hey, listen, you know, there are limited seats to this FYI, make sure you RSVP for your seat right now. Step number five, get your tech set up. Ready? Okay. So when we say a whiteboard session, I actually mean a whiteboard session. So that is usually a combination between an iPad or something that you can cast sketch on and cast it into zoom. There are so many different tools that you can do this. We use iPad. We used to use iPad with Notability, but that kind of broke a little bit. So now some of the solutions that we dive into are E cam mixed with stream yard. There are a bunch of different technology setups that you can actually do in order to host and cast your iPad, live into a zoom. So people can see you actually sketching your whiteboard session, because this is a true web word session that isn’t like a marketing thing. You’re actually going to host a whiteboard session and schedule their results, which I’ll dive into here in just a few minutes. Okay? So you need to get your tech set up, right? So, so far you’ve chosen the specific problem. You’ve sent out an email to your list saying, Hey, listen, I know you’re, you’re having this problem. Something special is coming. You’ve scheduled your session in your own planning. And then you sent out the email to your list saying, Hey, it’s scheduled now get on the list right now. You’re filling those seats. Meanwhile, while the seats are filling to your event, get your technology set up, practice it and get it ready. And that was step number five. Okay. Step number six is to send reminders out to your list to make sure they fill up those seats. Because just because people sign up doesn’t mean they show up. So we need to send reminders and DMS. You want to blanket those people. Who’ve registered, letting them know, Hey, you got one of these exclusive seats to this really special whiteboard event. Don’t lose it. Like don’t miss it. Don’t miss your seat. This is really, really special. Getting them excited about it. Reiterate how exclusive it is and send them tons of reminders. So we’re increasing the show up rate for your event. And then step number seven is to host this event. And now I’m going to break it down into six steps under the hosting your event. So this is why if you’re taking notes as a great episode to take notes, do so as you’re hosting your event, I recommend you only do a one hour event. Okay? So you’re going to deliver a lot of value in a very, very short period of time. So you want people wanting more. All right. So in the steps to host your event, step number one is start by sharing. Like you were philosophical genius well-rooted view on the problem that you are solving. So start by sharing here is a problem. Here’s why I know this as a problem. Here’s why I’m so well rooted in part of the solution to this problem in load your view, load your intro with T studies of how you’ve helped other people solve the problem that you’re helping this group of people whiteboard about. So you open it up, you position yourself as I’m aware of this problem. I’m part of the solution to this problem. This is what other clients do that we have helped them work through this problem. And Hey, now I’m here to work with you. So you’re fully positioning yourself as being completely aware, being an expert in this space and having helped other people. And that’s how I want you to open up this strategy session. This whiteboard strategy session. Step number two is then you open the floor for others to share about their issue with whatever problem it is that you’re solving in, why they’re still facing it. What is the problem? What is the struggle? Why are they still here? Why have they not moved forward? What are the other things they’ve tried? And if you’re a marketer right now in your brain, you’re realizing that these whiteboard sessions are super gold for doing, you know, figuring out what the problem is and doing market research as well. Okay. So later we can talk about transcribing this in turning the, the voices and the issues people are saying into marketing copy. But right now you’re hearing you’re present in this event. And I want you to open up the floor to others to explain those things. This is my problem. This is why I’m still here. This is my frustration. This is what I’ve tried and open the floor to those people that you’re helping in this whiteboard session to share sharing quickly, because we want to keep the session moving. We want to keep it fresh. We want to, we want to keep everybody engaged and we really do want to give them a chance to talk, or at least a chance to post into the chat, depending on how many people you’ve allowed in your session. And then step number three, you’re going to use your whiteboard to visually represent solutions, demonstrating what people have said in documenting their comments and collecting their frustrations. So part of your white boarding can be just writing down on the whiteboard, the words people are using, or a list of the problems, which by the way, you already know their problems, but writing down a list. So each time somebody says, oh, this is a problem. Or this is a problem. You can be starting to use your whiteboard and listing out all of those problems. And so you’re going to document the things that they are saying, and you’re going to collect it all in this whiteboard session based on what they’re sharing with you. And then step number four, you’re going to summarize all of their pains collectively. And you’re going to say, Hey, listen, I get it. This is what all you guys are saying. And so what we’ve done there in this whiteboard sessions, we’ve created community. We’ve created a comradery amongst the people who’ve been there. They don’t feel like they’re alone anymore. They’re in a place where other people are experiencing the same pain and guess what you are the king or queen that leads them out of this pain. And so step number six is after you summarize their collective pains, then you start white boarding solutions for them. And this white boarding is going to look totally different. It’s literally a sketch drawing of how you can take people from one place to one place, or maybe in your white boarding session, based on your area of expertise. You can list out key words or common solutions. You’re literally going to whiteboard out and draw and draft solutions based on the collective community’s problems in your event. And if you have time, depending on how many people showed up, I want you to pull a few specific people out and ask them if they would like to have their specific problem solved for them right there in detail in the white boarding session. And what that is just done is it’s helped this one person, but it’s also shown everybody else your skills and what an amazing coach that you are and how amazing the results that you can get people in a very short period of time. And then at the end of your session, you’re going to restate why this problem exists and why it’s so hard for them to solve it on their own. And so what you’ve done in this session is you’ve positioned yourself as the perfect painkiller that leads them out of it, letting them know you fully understand what they’re dealing with and sharing case studies of how you have to help the other clients. You’re going to open the floor for them to share their collective pains and problems. And then you’re going to use your whiteboard to visually collectively gather together all of their pains and document their comments. The next step is you’re going to use your whiteboards to start sketching out solutions collectively for the group sharing solutions and doing a short teaching. And then if you have time based on how many people show up, you can pick one or two people from your audience and you can actually go through their very hyper niche, specific problems. And at the end of it, you’re going to restate why the problem is big, why it exists. And you’re going to position yourself as the solution for that, which you’ve already done at this point in time. You’ve already Billy established yourself as being not only capable, but the perfect solution to their problem. And so how we end these whiteboard sessions is then you make an offer for your next step to work with you, whatever that looks like you could use a whiteboard session as a perfect conversion tool into one of your primary offers. One of your leading offers or your whiteboard session could put them into another funnel that warms them up for maybe a live virtual event, warms them up to maybe have them apply to work for you, work with you. Maybe your program is application-based. And so it’s continuing to be exclusive to work with you. And so your alive whiteboard session could perhaps position them just to apply to work with you or even sell right into your program, whatever works for you. And that is how we use whiteboard sessions. And it’s very, very similar actually to kind of how we use clubhouse rooms, but not as visual. And it doesn’t create such an exclusive community with your group of people that are there. Because when we do this in a whiteboard session, you can see people’s faces. You can really get to know them and you can help them on the next level, because you’re not only having a conversation with them. You are giving them the results right there that they can visually see, and they don’t have to just envision whiteboard sessions are a powerful, powerful way to turn your list into buyers, very faithful buyers. And I’m so surprised that more people don’t do them. We’ve been doing them for years, and I’m so happy to teach you how to do it here on this show. And inside our masterminds, who work with our clients very closely to create their whiteboard sessions and really pick out the problem they’re solving and them and how to convert their leads into buyers. And so I want you to dive into this, feel free to put this podcast on replay, share this podcast with your friends and make sure you’re taking notes. Because if you follow the steps that we’ve laid out here, you will have the same results that we have in our whiteboard sessions. And they’re hugely successful in order to help people build a closer relationship with us, which then in turn, of course increase our sales because we’ve done a great job establishing you and establishing ourselves has the perfect solution to their problem, which in the coaching consulting space, that is always our number one goal when it comes to marketing. So I hope you found this episode helpful. I feel like I’m losing my voice a little bit here at the end, and I’m so sorry about that. So hope my scratchy voice doesn’t get in the way of your understanding the steps, because I really would love for you to apply them in your business. And when you do tag me on Instagram, show me say, Hey, Ebro, I am using this whiteboard session strategy. I’m so excited to do it. Here’s what’s happening tag me at April beach life because I always love seeing how you guys are applying the business trainings that we give you here on this show, and we’re here to make you more money. And of course help you build predictably, the business and life of your dreams. Thank you so much for tuning in sharing the show with your friends and being faithful listeners here of the suite life entrepreneur and business podcast. Again, all of the show notes can be found by visiting Sweetlife and clicking on podcast. And if you’re interested in applying to work with us and have us roll up our sleeves with you and your business and get very personalized business, blueprinting, architecture, and engineering of your leading offers and your entire long-term business plan, you can find That is our superpower, and that is what we love doing. Have a great day. I’ll talk to you next week.