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Congratulations
Congratulations on taking the first step to getting back to doing the things you love in
your business, and bringing on a team of dedicated professionals that will invest in the
growth of your business through digital marketing. We will begin by building a Sales
Webinar Funnel for you. A system that we know with absolute confidence will convert
profitably when selling your OFFER. One that will automatically perform these tasks.

Talk to goals mentioned and how this system will help them reach and exceed them.

When you work with us to get this system implemented we will act as your CMO,
taking care of all your digital marketing needs. You will have a single point of contact
to handle a variety of jobs/tasks all focused on growing your leads and sales.
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WORKING WITH WHITE COAT DIGITAL

We look forward to taking over all aspects of this initial funnel build for you, save for
the initial bit of homework and the recording of the actual webinar. The homework will
help us understand your business, your dream client and your offer in more detail, while
you recording the webinar will keep you in the position of the attractive character for
your clients. They will want to hear from you in order to work with you after all.

White Coat Digital will handle all other elements; copy, design, tracking, re-targeting strategies,
tagging, sequencing, tech implementation and everything all the way through to the sales call itself.

Though we hope to continue to work with you beyond our initial engagement, and become
your CMO in a sense, we will begin with this initial funnel build over a three-month period.

First 60 Days After 60 Days

For the first 60 days of our time working together
we will be focused on getting the initial system/
funnel in place for your business. While there
are a number of strategies we could consider,
we want to be sure that anyone who ends up
on your website or landing pages has a proper,
profitable process for them to go through. Please
see the timeline included in this proposal for
more details about our initial engagement.
Though you aren’t obligated to continue to work
with us beyond the first 60 days, our goal is to
be your CMO on an ongoing basis. At this point
you’ll be realizing a return on your investment
with the funnel, and we’ll be able to do more than
continue to manage and optimize it. Instead we
can now begin to think about ways to support
the funnel and get more people going through
it. Design, additional funnels, content, social
media and other possibilities will all be explored
in order to continue to grow your business
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THE SALES WEBINAR FUNNEL - OVERVIEW

A Sales Webinar Funnel is the perfect solution for businesses to get sales from who have already been
educated, and convinced that working with you is the solution they need. By targeting your dream client
and putting them through a sequence that automatically indoctrinates and then immediately shares
an effective sales presentation, you can be sure not only that you will have a steady flow of quality
leads but also that your leads will become prospects and clients who know exactly what to expect.

From your business’s perspective, the Sales Webinar Funnel:

• Captures and indoctrinates leads with • Answers the majority, if not all of the questions
a Lead Acquisition Funnel to begin prospects would have about working with you

• Engages those indoctrinated leads on the • Positions working with you as a prize to be had
most potent sales presentation right away
• Automatically generates sales of your
• Educates them on who you are, what you do, offer priced between $1 and $1000
why you do it, shares the benefits of working
with you, and the results you have achieved for
both yourself and other clients and customers

•
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ELEMENTS OF FUNNEL
1. Lead acquisition
The lead acquisition element of your funnel
will acquire the emails of your website’s unique
visitors with a lead magnet. This lead magnet
is a digestible, but valuable item at no cost and
is directly related to your offer; whether it’s a
blog post, report, whitepaper or otherwise. In
addition to capturing these leads, there will be
a thank you page and download page; each
with a call to action to access the Webinar for
those leads who want to take quick action.
2. Indoctrination
email sequence
Once we capture your leads and have automatically
delivered their lead magnet, we’ll begin engaging
with your new audience. We’ll use a series of
emails to get potential clients acquainted with your
business, yourself, share more about why and how
you do what you do, as well as some of the results
you’ve achieved. This is pure value and is meant
to build your authority in addition to familiarity.
3. Webinar Registration
Once your leads have been indoctrinated we will
engage them with a three-part email sequence
meant to share the benefits of registering for
your webinar, as well as some of the things
they can expect to learn once they are on it.
Once a lead registers for the webinar, they are
removed from this sequence and placed into
the attendance sequence that will follow.
4. Webinar
Once registered, leads will be placed into a
sequence of emails ranging from one email to
three emails in order to get the best attendance
rate possible. We will script and design the
Webinar for you, and you will either present it live
or have recorded a version that we will make run
regularly in an evergreen format. The Webinar is
your opportunity to share detailed information
about your business, yourself, and your offers
and position them in such a way that leads see
the benefits and value of working with you. The
purpose is of course to get them to fill out an
application, and/or schedule a time to speak with
you further. Those leads that take action right
away will skip to the Questionnaire element, while
those who do not attend or take action will be
encouraged to watch a replay of the webinar.
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5. Webinar Replay 7. Sales/Orders

Leads that have registered for the Webinar but
have not taken action, whether they attended
or not, will receive a sequence of three emails
encouraging them to watch the Webinar Replay.
This will enable people who may not have been able
to attend the Webinar, want to go over elements
of your offer again, or are on the fence about
working with you to have another chance to learn
more about the benefits of working with you.
This is where the funnel comes to an end
and you have a new client/customer who
has just purchased your offer via the Order
Form. These sales are generated without you
having to manually reach out or touch base
with your leads and prospects at any point.

6. Final Application Sequence

We don’t want to just give up on those leads that
haven’t taken action even after the replay. They
may still have outstanding questions, may have
not watched either the initial or replay, or just
haven’t had an opportunity to act on your offer;
and we want to be sure they have an opportunity
to still purchase your offer. This final sequence
is more pointed and shares both the benefits
and results that can come from working with
you, but also includes an element of fear in what
might happen should they not take advantage of
the opportunity in front of them. This sequence
pushes people directly to the Sales/Order page.
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CHECKLIST
99Blueprint 99Final Sales Sequence
• Initial homework to be completed by you • 3 Application emails copy and sequenced
• Discovery calls to understand • ⦁Tracking, Tagging and Retargeting
each element in more detail
99Tracking put in place for all elements of funnel
• Blueprint created
• Tagging for emails and actions
99Lead Acquisition • Retargeting pixels placed on key pages
• Lead Magnet creation or review/revision
99Quality Assurance / Final Review
• Thank You Page copy and design
• Both teams go through funnel to ensure
• Thank You Video copy *optional
all elements are working properly
• Lead Magnet delivery email
copy and sequenced 99Ad setup and testing
• Lead Magnet Download • Ad copy and design
Page copy and design
• Multiple ads setup to split-test headlines
and hooks for optimal conversions
99Indoctrination
• Multiple segments/targeting groups
• 3 emails copy and sequenced
tested for optimal conversions
99Webinar
• Registration page copy and design
• 3 Registration emails copy and sequenced
• Webinar Script copy
• Webinar Slides design
• Webinar Presentation page
copy, design and setup
• 3 Attendance emails copy and sequenced
• Webinar Replay page copy, design and setup
• 3 Replay emails copy and sequenced
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60-DAY TIMELINE

day
1 get started

Day
2-15 Blueprint

Day
16-45 build

Day
45-60 optimize

day
60+ Ongoing
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INVESTMENT
The cost to have the White Coat Digital team build your funnel for you is three payments of
$6000. The first payment to be completed before we begin work together, with the second
payment coming 30 days later and the third another 30 days after that via PayPal subscription.
Our goal is to have you realizing results even before that third payment is made so that
we can continue to work together in order to really grow and scale your business.

CONCLUSION AND NEXT STEPS

White Coat Digital is confident that our process, including the strategies that come along with it,
is the perfect solution for you to realize the goals you’ve set for your online business and have
a proven sales process in place that you can use to sell your offer on an ongoing basis.

Our process will take a broad look at the company, website, optimal funnel solution,
offers, and provide solutions for obvious and previously uncovered issues.

We sincerely hope that you will consider us as a long-term partner, beyond the
scope of our initial engagement, and allow us to continue to grow your business
online. We love building long-term relationships with our clients.

After reviewing this document, the following steps should be taken in order to come to a final agreement.
• Submission of questions • Sign MSA
• Request Master Service Agreement • Pay First Installment
• Review MSA, edit as necessary • Begin building a better online sales process

We look forward to working with you,

Mikael Dia and Graham Stewart

Partners, White Coat Digital
Digital Marketing and Sales Funnel Specialists