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AHA CPR BUSINESS BOOTCAMP La-Von McPhee-Lopez, MBA., BSN., RN., CCRN-CMC., CNRN., SCRN., PCCN., FCCS. If you are going to take a trip, you would use our GPS right! Consider this bootcamp business guide your GPS! Let’s ride!

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Page 1: If you are going to take a trip, you would use our GPS

AHA CPR BUSINESS BOOTCAMPLa-Von McPhee-Lopez, MBA., BSN., RN., CCRN-CMC., CNRN., SCRN., PCCN., FCCS.

If you are going to take a trip, you would use our GPS right!

Consider this bootcamp business guide your GPS! Let’s ride!

Page 2: If you are going to take a trip, you would use our GPS

La-Von McPhee-Lopez www.Matters2TheHeart.Com

CPR BUSINESS BOOTCAMP

Congratulations for taking the first step to be an entrepreneur. Having a CPR Training business is a great business to have. It has a low entry point, low start up cost, short time from certification to actually opening and having your first customer.

The purpose of this bootcamp is to give you the tools to start your business with as few speed bumps as possible. I’ve included all of the information that most find necessary to starting this journey of having a profitable, sustainable CPR Instruction business. I’ve done the work for you here and in the Facebook closed group we’ll do it together!

Faith without Works is Dead!

Let’s do the work! Good luck.

Page 3: If you are going to take a trip, you would use our GPS

La-Von McPhee-Lopez www.Matters2TheHeart.Com

CPR BUSINESS BOOTCAMP

BEGIN TO TELL YOUR STORY AND BUILD INTEREST

BUSINESS STARTUPWhat is your why? What is the reason why you would like to specifically start a CPR business?

What is the main problem that you hope to solve for our clients?

Who are your typical clients? Who would benefit from the service you plan on offering?

Page 4: If you are going to take a trip, you would use our GPS

La-Von McPhee-Lopez www.Matters2TheHeart.Com

CPR BUSINESS BOOTCAMP

What is the solution that you hope to offer to address their problems?

How much money do you estimate that you will need to fund your startup business?

How do you hope to raise this capital? Savings, loan, gift etc

How much do you expect to make in your business?

First month 3rd quarter

First quarter 5 year end

2nd quarter

How much time are you committed to working on starting and growing your business?

2-5 hours per week

6-10 hours per week

11 to 15 hours per week

6 to 20 hours per week

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La-Von McPhee-Lopez www.Matters2TheHeart.Com

CPR BUSINESS BOOTCAMP

THE BUSINESSCaterpillar Phase

What is the problem that your business will solve?

What is the business structure that you have chosen for your business?

Sole Proprietor

Limited Liability Corporation LLC

Partnership

S Corporation

C Corporation

BUSINESS IDENTITY AND BRANDING

Do you have a business name?

Consider choosing a name that has the following words in it: CPR, FirstAid, AED, Safety, CPR Training etc. This way it tells someone looking at it what you do.

What is the name?

Page 6: If you are going to take a trip, you would use our GPS

La-Von McPhee-Lopez www.Matters2TheHeart.Com

CPR BUSINESS BOOTCAMP

Did you do a search in the following areas to see if the name is not taken?

If business name is not taken, secure the name on the following accounts:

Godaddy

Website Domain

Facebook

Instagram

Twitter

Pinterest/Snapchat optional

Email should be a business name suffix as follows:

[email protected]

[email protected]

[email protected]

[email protected]

GSuite

Do you have a brand identity? Have you chosen your colors or/and logo? If so, list below:

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La-Von McPhee-Lopez www.Matters2TheHeart.Com

CPR BUSINESS BOOTCAMP

Business colors

If you have not secured a logo, you may choose your own graphic artist which may run from $75-150 or you may use FIVERR for $7 to $25. Generally choose 3 colors

ResourceWww.ColorPalette.NetWww.Canva.Com Choose the Works/Professional option

Business Template

Do you have at least 3 different templates that represent your business? Template should have: 1. Logo 2. website 3. colors

Completed:

Do you have an EIN #? If not got to www.irs.gov

https://www.irs.gov/businesses/small-businesses-self-employed/apply-for-an-employer-identification-number-ein-online

Employer Identification Number aka Federal Tax ID number

It’s a number assigned by the IRS used to identify our business identity. It’s free. Do not pay anyone to obtain it for you. Opt to have them mail you’re a print out of the number

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La-Von McPhee-Lopez www.Matters2TheHeart.Com

CPR BUSINESS BOOTCAMP

Business Bank Account

Establish a business bank account. You will need most likely 2 pieces of identification along with your EIN #. To be uber ready, take the print out or mailed copy of EIN number as well as paperwork from your Secretary of State stating that you have registered a business entity. Most banks can look this up but save time.

• Checking

• Savings

• Website

Have you obtained a website and domain name? List below

Hosting sites • GoDaddy

• Wix

• WordPress

• Squarespace

Ensure that you have the following information/pages:

Home Page – About Us, should state what services you offer. AHA disclaimer

Services page or Classes – include description and prices

FAQs page include Refund policy

Privacy statement

Scheduling page – customer should be able to see when your classes are offered – time and dates

Review page

Contact Us

Email capture

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La-Von McPhee-Lopez www.Matters2TheHeart.Com

CPR BUSINESS BOOTCAMP

Domain Name

Following are places where you an go to search for and purchase your domain name www.GoDaddy.Com

www.BlueHost.com

Schedule Tools

Following are business tools that allow you to pre schedule your content in advance so that you can free up time:

Planoly

Facebook (page/group scheduler)

Preview

PLANN

Payment Processor

Following are companies that can be used to accept payment for your product or services:

PayPal

Square

Stripe

SamCart

Shopify

WePay

Thrive

GumRoad

Easy Pay Direct

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La-Von McPhee-Lopez www.Matters2TheHeart.Com

CPR BUSINESS BOOTCAMP

Accounting

Following are business tools that allow you to pre schedule your content in advance As an entrepreneur, it’s important that you keep your books in order. Not only do you need to know your expenses, income, profit but you also need to keep track for the IRS. Here is some bookkeeping software for you to consider:

QuickBooks

FreshBooks

Wave

Excel (If you have not purchased a professional software)

Does your website colors and feel match your other social media sites e.g. Instagram, Facebook, TwitterSame logo, colors, feel etc. Ask a friend to perform a site audit and give feedback

IF CONSUMERS DON’T KNOW WHO YOU ARE, WHAT YOU SELL, THEY WON’T BUY!

Social Media

• Ensure that all of your sites and websites are branded and cohesive and PUBLIC• Logo is the same across all sites• Include your bio on social media. It should clearly state what you do e.g. CPR

Instructor• If I could tell you one thing to help grow your following and build your tribe

It’s that you must be CONSISTENT in posting, have a strategy and a cohesive branding strategy.

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La-Von McPhee-Lopez www.Matters2TheHeart.Com

CPR BUSINESS BOOTCAMP

It should clearly include the classes you teach: CPR, BLS. AED, First Aid etc. if you

also teach ACLS or PALS include as well. Write ‘Completed’ for each social media:

INSTAGRAMTemplates- Ensure that you have at least 3 different templates that showcase your brand

colors, logo and website address- utilize Fiverr or Upwork for a cheap option

BiographyThis is very important. Ensure:

• It should say who you are, what do you do and why should your people care

• Always include your website link with a call to action e.g., go to www.

CPRInstructor.Com to register for a CPR class

FACEBOOK• Include cover page, cover page should have a link or where to go eg, website

• Profile picture – is it aligned with your business image

• Facebook bio – personal page- ensure to have your business info. directly under

profile – does it say who you are and what you do?

• Facebook business page – About – write a small interesting blurb about yourself

and what service you offer and how it will address their pain point

TWITTERTwitter cover banner. Beware that twitter name is shorter than IG so you may have

to abbreviate your name.

SOCIAL MEDIA CALL TO ACTIONExample- Register at our website. www.cprinstructor.com etc

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La-Von McPhee-Lopez www.Matters2TheHeart.Com

CPR BUSINESS BOOTCAMP

Mailing List

Ensure that you are always cultivating your mail list. We don’t own Instagram or Facebook and when they go down, who and how do you market your services or product to in the interim. Following are applications that allow you to program an Opt-In by using a lead magnet to capture emails and grow your mailing list:

• www.LeadPages.com

• www.ConvertKit.com

• www.MailChimp.Com

• www.ConstantContact.com

• www.Drip.com

• Mailer Lite (free landing page)

• Thrive (WordPress plugin)

Customer Avatar

It’s important to know who is your customer avatar. Who are you providing your services to, this is important to know as everything that you do will be to market to them specifically and to secure their business.

Page 13: If you are going to take a trip, you would use our GPS

La-Von McPhee-Lopez www.Matters2TheHeart.Com

CPR BUSINESS BOOTCAMP

Business Plan

You did a part of this in your mini business plan packetList 10 people or sets of customers who can benefit from your services:

Who is your ideal customer? List all of the people/categories that would need your service.

Nurses Teachers

Physicians Lifeguards

CNAs/PCAs Sports Trainers/Coaches

Child Care Providers New Parents

Child Care teachers Foster Parents

CONSUMERS BUY FROM PEOPLE THAT THEY LIKE, KNOW AND TRUST!

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La-Von McPhee-Lopez www.Matters2TheHeart.Com

CPR BUSINESS BOOTCAMP

MARKETINGThis is vital for your business to succeed. If no one knows who you are or what you do, you will be limited to the sales you make. Have you thought about what you need to do to build awareness about your service? What are you doing for potential clients to become familiar about your service so that they can consider purchasing and also becoming loyal customers? Ensure that you:

Have a Facebook business page

Post on business page and share to personal page

Share your story as you are starting your business or revamping your business

Post pictures from your classes

Post informational/educational posts

Go live with informational/education lives

Join groups where your tribe resides and be active

Encourage reviews, likes and ratings/recommendations

Utilize your mailing list to stay in contact with your tribe

Capture key demographic information from your clients and market to them throughout the year as well as send birthday cards

Utilize blog posts on your websites

Volunteer your time for community events

Distribute flyers and business cards (all branded with your logo)

Post your upcoming class on the AHA Connect Class

Join your local Chamber of Commerce

Create a Google My Business account

Register your business on Yelp.

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La-Von McPhee-Lopez www.Matters2TheHeart.Com

CPR BUSINESS BOOTCAMP

Create a Thumbtack account (discounted)

Participate in Community events (bring your manikin, candy, flyers, enlist them in hands only cpr)

Consider wearing a branded uniform shirt with your logo and name ofyour business

Consider a loyalty program

Make classes fun and interactive

Ask for the referral

What services or products do you plan to offer? List classes

How many services/products do you need to sell to break even?

Does your business benefit from any distinct marketing advantages?

Do you offer anything that sets you apart from your competition?

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La-Von McPhee-Lopez www.Matters2TheHeart.Com

CPR BUSINESS BOOTCAMP

What are some marketing challenges that you face?

How do you plan to overcome them?

What is your marketing message?

What will you use to market your service?

Do you have a tag line? What is it?

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La-Von McPhee-Lopez www.Matters2TheHeart.Com

CPR BUSINESS BOOTCAMP

Write here your call to action and always use it in your posts and marketing material!

What is your marketing budget?

MARKETING INITIAL BUDGET

• LOGO $$75 to $150

• Business cards $40 (250 to 400)

• Flyers $14 to $100 ( 2 flyers – Fiverr or professional)

• Website Wix $300 WordPress $500 to $750

• Social Media Cover pages $25 to $75 3 covers

• T Shirts $50 (2)

• Facebook/Instagram ad budget for first 2 months $150

TOTAL START UP MARKETING BUDGET $580 TO $900

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La-Von McPhee-Lopez www.Matters2TheHeart.Com

CPR BUSINESS BOOTCAMP

DEADLINES AND TO DO FOR BUSINESS ROLLOUT

Planning process – getting your Instructor Card and business planning 6 to 12 weeks

Begin to tell your story! Post on your personal page. Post on your business social media accounts. Build a website and state, coming soon!

Create a daily and weekly to do list and work it daily!

Printed MaterialUtilize companies such as:

www.VistaPrint.Com take advantage of their frequent discounts

Www.GotPrint.Com

Local UPS

ORGANIZATIONS/COMPANIES THATMAY NEED YOUR SERVICE.

• Hospitals – this may be hard to break into as most hospitals may have a contract with another training center or may have started to use RQI

• Sports/Exercise clubs

• Child care centers

• YMCAs

• Schools

• Dental Offices

• Nursing homes

• Hospices

• Staffing agencies

• Companies with a staff >8

• Churches

• Restaurants

• Any company with more than 10 employees

• Restaurants

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La-Von McPhee-Lopez www.Matters2TheHeart.Com

CPR BUSINESS BOOTCAMP

For your top 5 customer categories, list 5 reasons why they need to take your class.

CATEGORY 1

CATEGORY 2

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La-Von McPhee-Lopez www.Matters2TheHeart.Com

CPR BUSINESS BOOTCAMP

CUSTOMER PAIN POINT

From the customer’s perspective, list 5 of their pain points:

List 3 things that worry your ideal client as it relates to your service:

COMPETITOR ANALYSIS

List your competitors?

Page 21: If you are going to take a trip, you would use our GPS

La-Von McPhee-Lopez www.Matters2TheHeart.Com

CPR BUSINESS BOOTCAMP

What are their strengths?

What are some of their weaknesses?

What differentiates your business from your competitors?

What are their price points for:

BLS

Heartsaver

Friends and Family

ACLS

PALS

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La-Von McPhee-Lopez www.Matters2TheHeart.Com

CPR BUSINESS BOOTCAMP

List 5 reasons why they need to take your class.

What is their internet social media footprint like as it regards to Twitter, Instagram, Facebook, Website:

COMPETITOR 1

COMPETITOR 2

COMPETITOR 3

COMPETITOR 4

Page 23: If you are going to take a trip, you would use our GPS

La-Von McPhee-Lopez www.Matters2TheHeart.Com

CPR BUSINESS BOOTCAMP

‘ELEVATOR PITCH!An elevator pitch is essential for every business person to have. It is a short description of your product, service or idea that explains what you do or the concept of what you do in such a way that your audience can understand it.

It should be short, ideally no more than 60 seconds, succinct and targeted. It should explain who you are, what you do, what is your product/service, who is it for, why it is needed, how you will get it done and results.

In a nutshell, it is a persuasive speech that you use to introduce yourself, your company and product/service. The idea is to explain your business quickly and to spark interest in who you are and what you do.

State your name and what your position is in the company.

Page 24: If you are going to take a trip, you would use our GPS

La-Von McPhee-Lopez www.Matters2TheHeart.Com

CPR BUSINESS BOOTCAMP

What does your company offer or do?

Why is this service needed?

Who needs it or who are the potential customers.

How will you get the job done ir deliver the service/product

List success story or results

Page 25: If you are going to take a trip, you would use our GPS

La-Von McPhee-Lopez www.Matters2TheHeart.Com

CPR BUSINESS BOOTCAMP

PRICING STRATEGYPricing is one of the best ways that you have to improve and affect profitability. With strategic pricing, your profits can increase.. Strategic pricing sets a product’s price based on the product’s value to the customer, or on competitive strategy, rather than on the cost of production.

The following are considered pricing strategies:

1. Premium pricing

2. Economy - Aldi

3. Freemium - Candy Crush Saga

4. Predatory

5. Penetration

6. Price skimming - iPhones/Android

7. Dynamic

8. Bundle Pricing

9. Psychological pricing -Charm pricing , Prestige, BOGOF, Price Anchoring,

Have you considered how you will come up with your prices?

Page 26: If you are going to take a trip, you would use our GPS

La-Von McPhee-Lopez www.Matters2TheHeart.Com

CPR BUSINESS BOOTCAMP

Did you survey the prices offered by your competitors?

Are you offering anything different of value?

Do you have any expertise in the area that adds value?

Page 27: If you are going to take a trip, you would use our GPS

La-Von McPhee-Lopez www.Matters2TheHeart.Com

CPR BUSINESS BOOTCAMP

AM I READY TO LAUNCH?

Business Plan completed

AHA CPR instructor card completed

Business name search completed

Business name registered

Business structure chosen

Business social media accounts formed

Business website domain purchased

Business bank account opened

Business logo designed

Business flyers designed

Business t-shirt designed and purchased

Started to share your story on social media

AV equipment purchased, dvd, tv

Written prospecting letter

Completed business pitch

Tried out pitch with 3 friends

Establish marketing budget of at least $200

Researched places to have classes

Have 3 business templates designed

Once you have checked off all of the boxes, congratulations, you are ready to open for business!

If you find that you need help with clarifications or coaching, as part of this program,you can book me for 1 hour at a discounted rate of $60 for 40 minutes or $99 for 1 hour and 15mins.

Best of luck!

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La-Von McPhee-Lopez www.Matters2TheHeart.Com

CPR BUSINESS BOOTCAMP

COMPETITORS NOTES

Page 29: If you are going to take a trip, you would use our GPS

La-Von McPhee-Lopez www.Matters2TheHeart.Com

CPR BUSINESS BOOTCAMP

NOTES

Page 30: If you are going to take a trip, you would use our GPS

La-Von McPhee-Lopez www.Matters2TheHeart.Com

CPR BUSINESS BOOTCAMP

NOTES

Page 31: If you are going to take a trip, you would use our GPS

La-Von McPhee-Lopez www.Matters2TheHeart.Com

CPR BUSINESS BOOTCAMP

NOTES

Page 32: If you are going to take a trip, you would use our GPS