{"type":"video","version":"1.0","html":"<iframe src=\"https://www.loom.com/embed/a05987ae1f164d7ab38c285339b9cc9b\" frameborder=\"0\" width=\"1920\" height=\"1440\" webkitallowfullscreen mozallowfullscreen allowfullscreen></iframe>","height":1440,"width":1920,"provider_name":"Loom","provider_url":"https://www.loom.com","thumbnail_height":1440,"thumbnail_width":1920,"thumbnail_url":"https://cdn.loom.com/sessions/thumbnails/a05987ae1f164d7ab38c285339b9cc9b-5d5764cfa050c42a-full.jpg","duration":3803.021,"title":"Joe McCarthy - Acquirely Quarterly Strategy &amp; Check-In Session","description":"The meeting focused on reviewing and strategizing for the growth of Joe Mccarthy's business, with Zane Bradshaw providing insights and plans for increasing call bookings and improving show rates. Key strategies discussed included implementing retargeting ads, refining targeting keywords, and utilizing Loom videos for personalized outreach. The team aims to achieve significant growth in call bookings and revenue by the end of the year, with specific milestones set for each month.\n\n### Quarterly check-in and goals 2:19\n\n- Zane Bradshaw and Joe Mccarthy discussed the importance of quarterly check-ins to track progress and set goals.\n- Zane expressed excitement about starting these check-ins and mentioned that the structure would improve over time.\n- Joe outlined his goals for the upcoming months, including revenue targets and call bookings.\n- They discussed the need for a ramp-up period in September, with expectations for increased activity in October and November.\n\n### Revenue and call booking targets 4:41\n\n- Joe Mccarthy set a target of $52,000 in revenue for October, with a portion of this expected to come from his own efforts.\n- Zane Bradshaw emphasized the goal of generating $50,000 per month through their system by the end of the year.\n- They discussed the importance of maintaining momentum and consistency to achieve these targets.\n- Joe and Zane agreed on the need for both parties to contribute to call bookings to reach the revenue goals.\n\n### System performance and opportunities 6:27\n\n- Zane Bradshaw shared data on the system's performance, highlighting a high opportunity rate and booking rate.\n- They reviewed the progress since the system's inception, noting significant improvements in call bookings and opportunities generated.\n- Zane emphasized the importance of not pausing the system to maintain momentum.\n- They discussed the impact of targeting adjustments on the quality of leads and show rates.\n\n### Challenges with show rates and targeting 14:53\n\n- Joe Mccarthy and Zane Bradshaw identified low show rates as a challenge, with bookings often scheduled too far in advance.\n- They discussed the need to improve calendar availability and target more relevant leads to increase show rates.\n- Zane suggested refining targeting keywords and segmenting lists based on pain points to improve lead quality.\n- They planned to adjust targeting strategies in future check-ins to enhance results.\n\n### Improving lead quality and show rates 22:28\n\n- Zane Bradshaw proposed segmenting leads based on specific pain points and tailoring messaging to increase desire and show rates.\n- They discussed the importance of understanding the ideal customer profile (ICP) and incorporating this into messaging.\n- Zane shared plans to consult with Joe on pain points and messaging strategies to improve lead engagement.\n- They agreed that aligning messaging with customer needs would significantly impact show rates and lead quality.\n\n### Split testing and data analysis 27:00\n\n- Zane Bradshaw explained the split testing process used to optimize email campaigns and improve opportunity rates.\n- They reviewed the results of various split tests, including subject lines and call-to-action variations.\n- Zane highlighted the importance of continuous testing and data analysis to refine strategies and improve performance.\n- They planned to continue split testing to gather more data and enhance campaign effectiveness.\n\n### Retargeting strategy and infrastructure 36:58\n\n- Zane Bradshaw introduced a new retargeting strategy using YouTube and Facebook ads to improve show rates.\n- The strategy involves targeting individuals who have shown interest but not booked a call, using personalized content.\n- They discussed the potential impact of retargeting on booking rates and overall system performance.\n- Zane offered to implement this strategy for free as part of Joe's package, aiming for significant improvements by the end of the year.\n\n### Quarterly plan and ai implementation 50:22\n\n- Zane Bradshaw outlined a quarterly plan to enhance the system, including retargeting, Loom videos, and AI implementation.\n- They discussed the potential of using AI to handle increased volume and replace manual tasks.\n- Zane emphasized the importance of personalized outreach using Loom videos to improve engagement.\n- They planned to implement these strategies over the next 90 days, with specific milestones and timelines for each phase.\n\n### Roadmap and next steps 52:10\n\n- Zane Bradshaw and Joe Mccarthy created a 90-day roadmap to implement the discussed strategies.\n- Key steps include finalizing GHL integration, conducting a strategy call, and implementing retargeting infrastructure.\n- They set specific deadlines for each phase, aiming to have the system fully operational by mid-November.\n- A follow-up check-in was scheduled for December 20th to review progress and plan for the next quarter."}