One on One Personalized Training

Essential Tools:

The Leader Portal: Start at the Beginning

Building Your Presentation Team

To prepare for the next 6 months of workshops, follow these key steps:

Find your presenters for the next 6 months.

  • Reach out to potential speakers and lock in your lineup for the next 6 workshops. Try to find local professionals to present on financial, legal, mental health, real estate and other relevant divorce topics.

Send your presenters copies of PowerPoints to review and edit

  • Once speakers are confirmed, provide them with sample presentation decks to review and customize with their own content.
  • Send financial and legal presentation templates to the financial planner speaker.

Leverage National Speakers

  • Supplement local speakers with virtual presentations from national experts like divorce coaches, budget advisors and therapists.
  • Write a template email and ask them which month(s) works best for them over the next 6 months.

Schedule Speakers

  • Based on speaker availability, create a 6-month schedule and confirm dates on which each will present. Use a calendar or spreadsheet to organize the workshop lineup.

Promote the Workshops

  • Once the speaker schedule is set, promote the upcoming workshop dates, topics and experts across your website, email lists, social media and other marketing channels.
  • With speakers confirmed well in advance, you can properly promote the full schedule of workshops and deliver consistent, high-quality programming for your attendees.

Marketing Graphics: Canva (highly recommended)

  • If you haven’t already done, create a free Canva account.
  • You can do most of what you need with the free version.
  • As you see the incredible things you can do with Canva, you may want to upgrade to the Pro Version. It adds some great features like image resizing and background removal from images (among many other things.
  • Go to Canva and either create or download the 12-month graphics.
  • You can create versions with pictures of the speakers and a short bio.  You can do both.
  • Load your own logo and add it to the graphic with the date and time and a short explanation of the workshop.
  • You can do all 12 in advance.
  • You can download them from there to your CRM or social media, but it will not include the registration link.  If you add the registration link to the graphic, it will not click through as it is a PDF.

Selling Tickets: Eventbrite (highly Recommended)

  • Set up the Eventbrite as a template.
  • Walk through all of the steps of Eventbrite.
  • You can set it up for all 12 months ahead of time by changing the graphic, the date and time, and the sell tickets date.
  • If you made one link for Zoom, you could add it to the template.
  • If you made 12, you could change them out.
  • You can give leadership the link for all 12 months ahead of time to post on your website.
  • Once you post it, copy the event link for your social media.
  • Change your ticket form to include phone numbers and any other extra information that you want for signups.
  • Go to the report section to see sign-ups.
  • Set reminders to go out with the Zoom link.  Add a thank you page.

Online and Hybrid Meetings: Zoom

  • Pay for the upgrade so that you can go longer than 60 minutes.
  • Set a recurring meeting and polls for attendees.
  • Add visual backgrounds.
  • You might want to add a second account for Second Saturday use only so that the rest of your company won’t have access to it.
  • You can add music or advertising speech or video about your business to play during the breaks.
  • You can reproduce it for all 12 months or make one recurring link.
  • Make the speakers co-hosts so they can present.
  • Have a copy of their PowerPoint in advance if something goes wrong and review it.
  • Mute all participants upon entering the room.
  • Don’t use the passcode, just leave on the security to let people into the room.

CRM: Tracking and Communication

  • You can take the graphic and add it to your CRM (start Hubspot if you don’t have one).
  • Start an email campaign by setting up the email graphic and adding your own.
  • Add the link to the click-through button so that people can register.
  • Set it up to send out to your client base every week and two days before automatically.

Facebook

  • Set up events on Facebook and other social media.
  • Anyone on your Facebook page will see the event.
  • Add to your post.
  • Push posts out to all of your groups.
  • Make sure you are members of the local groups that include moms and divorce. (this has to be done manually).
  • You can pay to have the post pushed out for a very minimal amount.
  • Every group usually has an event page.
  • Add it there if you can.
  • Also, add it to all your networking groups and chamber events.

Google My Business

  • Make sure you have a Google My Business site for your Second Saturday.
  • (We can go through the set-up process; they can use the same address and it’s very easy after that)
  • Add the link to What’s New every week to get it pushed out to Google Maps.

Lead-up to Presentation Day

  • Make sure you receive and view your speakers’ PowerPoints ahead of time in case something goes wrong, you have a copy.
  • The day before, I always resend the direct link to the list on Eventbrite.  Eventbrite sends it the day before and two hours before, but it can end up in their spam.
  • I don’t send it to anyone that doesn’t sign up except presenters and other staff. The point of them attending is a lead funnel for you and your speakers so that you can get back in touch.

The Meeting

  • Start the Zoom meeting 15 minutes early to begin admitting attendees into the meeting. Have at least yourself and one other person moderate the meeting.
  • One moderator can handle introductions while the other monitors questions in the chat.
  • Introduce yourself, provide brief background on your company, and overview the Second Saturday program.
  • Make some housekeeping announcements explain that questions should be held until after each speaker and submitted in the chat to avoid interruptions. Also let attendees know there will be a 10-minute break taken every hour.
  • Consider playing music, “commercials” (speaker bios?) , or videos during the break to fill the time.
  • Before each speaker segment, run a related poll and review the responses to prime the audience.
  • Keep each speaker segment between 30-40 minutes. After they present, read through the questions submitted in the chat and have the speaker respond.
  • As moderator, gently steer the conversation if questions become too personal or unrelated. The focus should be broadly helpful information rather than a support group.
  • Drop the speaker’s contact information in the chat so attendees can reach out later for personal follow-ups.
  • Consider keeping a lawyer present throughout the workshop in case legal questions come up. Alternatively, defer specific legal issues to the lawyer speaker segment.
  • Schedule speaker order thoughtfully consider mental health first, then financial, followed by legal.
  • Ensure speakers give enough useful information while still encouraging attendees to follow up for further services.
  • Remind non-lawyer speakers to avoid specific legal advice. General discussions are fine.
  • Do not share speaker presentations or handouts prior to the workshop, as it may discourage attendance. Explain you will share them afterwards.
  • Emphasize the “community service” aspect and ask attendees to leave online reviews of you, speakers, and the Second Saturday program. Promptly respond to reviews.
  • Stay on the video call until all questions are answered, even if the workshop extends past the scheduled end time.
  • At the end, encourage attendees to return and bring others, noting new information is provided each workshop.
  • Ask engaged attendees to share experiences and remind you of anything missed to improve future workshops.
  • In follow up emails, recommend relevant referral sources and share helpful resources related to separation/divorce.
  • Position yourself as an expert on all aspects of separation and divorce. Network with related professionals and groups.
  • Include links to useful separation/divorce resources and groups on your website to further build your authority.
  • Follow up within a few days of the workshop with resources, speaker info, and details on the next workshop.

After the Meeting

Send a report of your attendees to Second Saturday.

  • You can pull the download right off of Eventbrite with all the information. You can also retrieve the polls as well.
  • Enter this information into your CRM (can be downloaded straight into CRM).
  • Continue to market to them.
  • Send links to the blogs that Second Saturday provides or make a graphic dealing with divorce/separation/custody.
  • You can make a long-term drip marketing campaign.
  • You can also automate it so that once you set it up, you never have to touch it again.
  • Remember, it may take a year or two for them to make a decision, or turn over a 401k or sell a home.  You want to be the one they remember.

ROI

  • The return on investment (ROI) in this style of marketing is very high.
  • It cost very little and once you invest in setting it up, you hardly have to touch it.
  • If it proves to be too much, you can hire someone else to do it.
  • In most cases, it pays for itself many times over and you will be the big fish in the little pond.
  • Also, they come to trust you, (as they should) and will ask for referrals for other things (like maybe an elder care attorney or a bankruptcy attorney or a real estate agent or mortgage broker) and sometimes those referral sources can pay you for your referrals that sign.  This is a nice residual income.
  • Most importantly, even though this is a lead generation venture and a way to fill your long advertising funnel for very little money, it is also a community service and greatly needed in everyone’s community. Be proud of what you do.  Talk to your family and friends about it.  Get your trusted people to spread the word.