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Promo Call Process

Michael Port’s Business in a Box

The Alliance with Michael Port

2

Michael Port’s Business in a Box ques�[email protected] 414-367-7678

© Michael Port & Associates LLC All Rights Reserved www.michaelport.com

Michael Port’s Business in a Box©

Promo Call Process

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3

Download the so!ware from Xmind Pro. There is a free version available, and a pro version for

advanced features. h'p://www.xmind.net/

Once downloaded, you can view the mindmap in working template mode. Download your

working mindmap template HERE.

Download the accompanying DOCX (Microso! Word 2007-2010) worksheet HERE. To review

what’s in that template, proceed to the next pages.

Tips:

On the template you will see a

phrase or name in brackets such

as these [ ].

You would replace the

informa:on within those

brackets with specifics to your

business model and marke:ng

scope. i.e. [Program 1] might

become [Personal Coaching

Program]

Graphic on Page 2:

To download the graphic on

page 2 of this document CLICK

HERE. You can zoom in as

needed from the download.

How to Use This Template

Objec:ve: To successfully manage a promo call.

This is the same technique Michael teaches his mentoring students in The Alliance.

Michael Port’s Business in a Box ques�[email protected] 414-367-7678

© Michael Port & Associates LLC All Rights Reserved www.michaelport.com

© 2012 Michael Port & Associates LLC Page | 1

Promo Call Template

TITLE: ..DATE:

PRODUCT:

SCHEDULING

Schedule the promo call with any guest speakers and assisting staff. One person can play more than onerole, however determining the roles in advance helps you plan the size and delivery quality of your

event. Depending on your chosen platform will determine the ease (and less hands required) to manageit. *You may not require all the speaker seats.

Event HostGenerally the host

introduces the speakers,controls the Q&A panel.

Name: ☐Scheduled ☐Unavailable

Keynote SpeakerThe key speaker for the

event.Name: ☐Scheduled ☐Unavailable

Guest SpeakerSecond Seat Speaker*


Guest Speaker 2Third Seat Speaker*


continued…


©2012 Michael Port & Associates LLC Page | 2

Guest Speaker 3Fourth Seat Speaker*


Tech AssistantAvailable & Experiencedtech to assist with tech

aspects or problems thatcould arise.


Help Desk on CallBehind the scenes

communications, helpdesk, support, and sales

team.


Recording AssistantCamtasia and EventRecording Specialist


Social Media Schedule:

Topic/Blast: Date & Timeof Blast(s)

Twitter CopyHere

Linked In CopyHere

FacebookCopy Here

YouTubeCopy Here

Announcementof Event

Reminder toRegister

Teaser of EventContent

Teaser of EventGift

48-hourReminder

1-Hour ReminderNotice

Post Event ThankYou



CONTENTIntroductionIntroduction of panel and speakers, and a brief overview of what will be covered in today’s call.Announce that you have something special for them at the end of the call (see Special Gift/DiscountAnnouncement).

Click here to enter text.

TopicThe outline of the calls topic goes here. This should include subtopics and focus on value, a lesson, andinformative content.


Q&A SessionPrepare a few canned questions to move any Q&A session along, and to engage your audience.


Promotion Content

Here is where you can slip in your promotional material. What are you promoting? What are theybuying? Why?


Special Gift/Discount Announcement

For those who made it this far in the call, give them a special discount or a special gift. Put a window onthat offer (24 or 48 hours, for example). Provide them with their shopping cart code (see shopping cartset up later in this template).


Prepare Slides if Using Them

If you are using visuals, prepare them well in advance. Your tech crew will need to get the platform setup, and will require the slides well in advance (at least 24-hours prior to your test run).

☐Slides Not Required ☐Slides in Design ☐Slides Finalized & Approved



TECHNOLOGY SETUPChoose your preferred platform.Our recommendations:

☐Instant Teleseminar ☐Go To Webinar

If you’re unsure how to use it, your tech assistant (see scheduling) can assist with the set up andoperations of the webinar.

Upload SlidesDepending on the platform you choose, you will need to upload your slides well in advance (at least 24-hours prior to your dry run, or actual event). You will find a trick to the process, and discover a cleverway of naming your slides to guide you through your presentation. (Example: Instant Teleseminar youhave to upload the slides in reverse order, so slide 1 is the first slide available).

☐Slides Not Required ☐Slides Sent to Tech Assistant ☐Slides Uploaded & Tested

Dry Run

Test Platform with Guest Speakers (if it’s new to you). If large panel, do a dry run with entire staff.

☐No Dry Run Required ☐Dry Run Scheduled for: Clickhere to enter text.

☐Slides Uploaded & Tested

SHOPPING CART SET UP

Gift Code Description Gift Code Link (Pretty Link) Gift Code TestedClick here to enter text. Click here to enter text. Ready to Launch Code☐



MARKETINGPre-Event Auto-Responder Content:

☐Announcement of EventClick here to enter text.

☐Reminder to Register if You Haven’t AlreadyClick here to enter text.

☐24-hour Event Reminder for Those Who RegisteredClick here to enter text.


Post-Event Auto-Responder Content:

(Depending on your chosen platform, you may have extended analytics to manage all these auto-responders, otherwise you can choose the applicable options).

☐We Missed You! (for those registered, but didn’t make it). Include Replay Link if desired (seeadministration section). You can also note that there’s a special deal waiting for them at the end of thesession.Click here to enter text.

☐We Missed You! (for those who didn’t register). Include Replay Link if desired (see administrationsection). You can also note that there’s a special deal waiting for them at the end of the session.Click here to enter text.

☐Thank you for joining us! (for those who made the call). Include Replay Link if desired, and theirspecial gift link with a reminder of their deadline to purchase. (see administration section).Click here to enter text.

☐Gift Deadline Approaching (for those who made the call, but didn’t opt in to your promo)Click here to enter text.

Website Pre-Event Set Up

☐Create an Opt in Form for your website. Add it to your home page or squeeze page.☐Design and launch a squeeze page, if you desire one. (Use that in your promo blast.)☐Blast your list(s).

Joint Venture Set Up

Auto-Responder Series Drafted for your JV’s:



☐Announcement of EventClick here to enter text.

☐Reminder to Register if You Haven’t AlreadyClick here to enter text.





ADMINISTRATION

Team Task Due Date Status

Help DeskNotified of Event Link,Webinar Link, Event

Specs, and on Stand By

Click here to enter adate.

☐Stand By NotRequired

☐HD Ready with Linksand Specs

Help DeskCanned Messaging for

event information:Click here to enter text.


☐Content Done & Sent☐HD Posted and Ready

Help Desk & SalesTeam

Available on Stand Byfor Live Chat SupportBefore, During, and

After Event & Ready toPro-activate Chats in

sales Room


☐Live Chat Support SetUp with CannedMessaging

☐Sales Team Ready forPost EventAssistance

☐This step notrequired for thisevent.

Tech AssistantReady to Record with

Platform Recorder andCamtasia


☐Yes☐No☐Not Required

Tech AssistantReady to pull

recordings, edit, andpost on S3


☐Yes☐No☐Not Recording

Operations Team

Transcription TeamScheduled to transcribe

audio/video forrepurpose later, and

final archival


☐Yes☐No☐Not TranscribingEvent

Operations Team/TechAssistant

Ready to pull metrics ofevent, and launch PostAuto-R Sequence (see

marketing section)


☐Yes☐No☐Not Pulling Metrics

End

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