Lesson 8 Adding the content to your email machine as a newsletter | Automatically calculate lifetime value

Here’s the outline (transcript is coming)<–

Objectives

• Develop a practice the creates notes that build your content from the bottom up.
• Learn to insert that content into a growing newsletter that goes out automatically to every new patient and to everyone who subscribes to your email newsletter on your website–the result is that every person sees every email that you ever wrote.

Tools

• ONTRAPORT
• 3 x 5 index cards
• 4 x 6 index cards
• a box for the cards
• Zotero
• Focus
• Sabbath app

ONTRAPORT assets

• Free ONTRAPORT trial (buy the pro version if this software beats your current software).
• Newsletter (click this with your Ontraport account open on the same computer and it will automatically install)
• Lifetime Customer Asset (click this link with Ontraport open on the same computer and it will automatically install into your Ontraport account).

References

• Smart Notes
• Becoming a Writer
• Pomodoro Technique
• A Way of Life
• Stress for Success

Video of Week 4, Lesson 8

Transcript

… I left one tool out, though. In the process of practicing this system, you have a note-taking system and I do think paper works better. I’ve tried all sorts of things. Some people use Evernote to do what you just saw Ryan Holiday explain. They use that as the note-taking system and there are other software, there’s a half a dozen others that I have tried. I use Evernote, but not for my peripheral brain or for commonplace books, as he called them. Something about the physical part of it, to be able to move it around and hold it and file it somehow. I think research has proven that people can process it better. So we talked about the note-taking system and how to file the notes, so you have your temporary notes, which are the three-by-five cards or the back of your hand or your notebook paper. But then it gets put in those four by six cards which become your permanent notes or your commonplace book.
But there’s one other part that he didn’t talk about, which is, you need an organized way to keep track of your references. And for this part, I do think electronic works better than you could try to keep it in another series of index cards. That’s what the guy did years ago in Germany. He didn’t have a laptop, everything had to be on paper, so he had another file that was just like a old school library catalog, with each card was a different reference card. But for that, I use Zotero and I think a good way to show you how that might work, is to actually show you. So for example, if I wanted to reference this in a Word document, Zotero, I’ll show you the Zotero first. It’s one of those free softwares that you download it for free but you pay something per year when you upgrade it according to how much you’re storing on it.

And I didn’t discover this until a couple of years ago. If I could have had this starting in college, show this to your college age children, would be worth so much to me if I had been keeping this my whole life. I’ll show you how simple it is. Let’s say I wanted to put something in, let’s pick cystic fibrosis. And I wanted to put something in my files about cystic fibrosis. Let’s say I’m on PubMed and I read about cystic fibrosis. Let’s go to PubMed. We’re into the button pushing now, by the way, that’s most of the philosophy I’m going to do for the day. I’ve tried a lot of different software, nothing beats this. By the way, I hate cystic fibrosis. If the PDF version is attached to it, if it’s open source, anyway, I just click that and because cystic fibrosis was the last thing I looked at, you see that, it just put it into my Zotero.

That’s all I had to do, it’s there. And now, if I open my Word document and let’s say this is about cystic fibrosis, I can go here and go find it, boom, there’s the reference, there’s the thing, and now what about my bibliography? I can come down here and just put in right there and click that button and now, it just referenced it. There is nothing on this planet that is that easy to keep track of your references. I have my Zotero organized by topics and subtopics. So some of you’re part of our group and you might be interested. So every time we do a journal club, I have them organized by year and by month, and so this was the last one we did. And as I’m reading, if I find something that I put it in here, and then when it’s time to put all the references in, the other thing you can do is you can just click and drag.

Watch this. If I have a website open, I can just grab that and click and drag it over into the website or I can drag it over into a Word document and it will put in the reference. So I have it by events with our journal club, but then when you open it up on this side, over here, you have, if the PDF files available, because I paid for it or it was open source, that can be click and drug into another document. It’s right there at Living in Zotero and it also records all the metadata and the abstract and all that for me over here, including if I want a link to the thing online. And all that by just clicking, there’s nothing else that’s that easy to use. Then if I have, so this one was in the event, but I can also come up here under erectile dysfunction and just click and drag it from here over into there and it will keep it in both places.

So now, it’s in my journal club, but it’s also here under erectile dysfunction. So that’s the three parts of it. You’ve got your temporary notes from your reading, permanent notes that you are turning into that big box of cards and you realize you could get more than one book or more than one journal article out of the same box by pulling out subtopics and then writing a paper from that, pulling out subtopics, do a course from that. Pulling out, as he said, you can pull out a subtopic and then develop that into a whole nother book. I was looking, I have a box that I brought for this course, where these cards are turning into this course that some of them came from previous things that I’ve taught and then, as it turns into a three ring binder so I can think about it in 3D and then at the same time it’s being turned into that online course. But it’s starting with these cards that are being made by, sometimes just sitting and thinking, well what else do I want to teach them? And sometimes it’s going through my commonplace collection of cards.

A big tip about doing it I think is, don’t take it too seriously. That you’re making the notes for you do them however you want, but you do need those three parts to it which he left out. You need a way to organize, especially when you’re writing scholarly work where you need a bibliography and Zotero allows you to choose which format, whether it’s AMA, Chicago Manual, they have styles I never even heard of, but you can click it and it automatically reformats it to the right system. So those are the three components. Temporary notes, your permanent notes on your four by six cards and your reference system. And I think best is for the reference system is Zotero. All right now for some of the button pushing, but actually one other thing about AI, I seldom use it to make my content. I’m writing the way I just told you. But I will sometimes use it for cleaning up something.
I will take for the journal club, I’ll upload the whole document and I’ll say, “Make tags for this.” And it will make those tags that get put at the bottom of the page. Another thing I like to do, this is a program that uses AI, is called SketchWow. So let me just take something and I’ll show you. Let’s take, and this is a book that I made years ago. Let me pull it out where I can get to it. So now I’ll go to SketchWow, actually, let me just open it up. There we go. Finally, got it. You go in here and I can just copy that text and then I can say make me of infographic from it and then click generate. This is how some of the illustrations are there. So now I can pull this up and Sexual Energy and genius and they’re summarized that fast.
It does a pretty good job. Sometimes I’ll have to click in and change a title or something, but a lot of the illustrations you see in the course, this is how I’m making them. Maybe instead of an infographic, I want to turn it into a mind map. So there’s a mind map of that part of that chapter. That would take me a while to draw that out. And it’s pretty remarkable, so it’s not good at thinking, but it’s pretty good at taking what you thought and either cleaning it up grammatically, although I’ve caught it sometimes changing the thoughts, so you have to read if you ask it to clean it up grammatically. I prefer Grammarly, which is just another form of AI, we’ve talked about it before. Grammarly is my favorite app for helping me clean up punctuation, but for… So SketchWow AI, it’s a nice tool for drawing diagrams.

So back to what we were talking about. Zotero, is that part of your three system permanent notes, temporary notes, reference. Now back to the Ontraport part of it. In your, let’s say you’ve sit down and you made your notes. Well, how does it turn into a newsletter? In your automations, if you click on here, you’ll find one that’s labeled; Newsletter Sign Up Confirmation Delivery. When you open that up, it’s going to look like this. I have a virgin account so you can see what it looks like. And I would take it and I would rename it, whatever your newsletter is going to be. So I’ll call it, if you can’t think of anything else, just call it Dr. Jones’ Health Letter or Dr. Jones. If you’re a gynecologist, Dr. Jones’ Gynecology updates. Try to use your name and the subject matter. Or just Dr. Jones’ newsletter, but try to put your name in it.
I’ve used different names, I’ve used or health lessons. You might consider giving yourself a tag as an internist. I called myself the Temple Repairman, trying to play on Zotero’s [inaudible 00:10:07] idea that we are all sculptors of our own temple, by the way, we take care of our body. When I started getting into sexual medicine, I called myself the Sex Energy Doctor and actually trademarked that name. And then when Cosmo called me the Orgasm doctor, I claimed that for a while. And Cosmo of England did a article about me and called me the Orgasm doctor. So you can grab a tagline if you want, and it could be the Sex Transmutation letter by Dr. Runels or whatever. But, I’m just going to call it newsletter for now and then you can save it. Then it looks complicated, it’s not. This one, there’s three different prongs to it.
This one is where you would add someone to this newsletter by just clicking on the contact. So remember I just have myself in here, this is a virgin account. So I haven’t published it yet, but after I publish it, if I click automations, I could put myself on, see it’s not there, I’ll publish it so you can actually see. So automations and now we’re making a newsletter and I’m going to go ahead and publish it. It wants me to fix all that. What it’s asking me to do after I publish it though, by the way, let me finish that thought. After I publish it, then, let’s say, Charles Runels just came to see you for the first time today, then you could click and add me to, it would be showing up here as the newsletter automation. You could make it where just every new person who got put as a contact became subscribed to it. But for now I would just say, you would just add it manually.
And then you see this go-to button, it’s going to go there. So I haven’t taught you a new button, it’s just add an automation and this one’s already built for you, it’s in your Ontraport account. Now what it’s [inaudible 00:12:02] got a do list over here for you. So first thing it says, update the form. We’ve already talked about form, so this is nothing new to you. But over here you can add a form to it, then by… This one. So add a trigger and then when there is no form in here, so you can make a form. Let me back up so I don’t confuse you. So this is where you would add it by just clicking the automation button on a contact and adding it. This form it’s talking about, it’s something like this.

We talked about this when we talked about forms. Now, I’m showing you how it would actually put them on your newsletter automation. There’s a form. So if you put in your first name and your email address, that’s going to put you onto my Health Lessons automation, which some of those emails I wrote almost two decades ago. This is another newsletter series of emails that I wrote about the Female orgasm system. And if you go to my different websites, you’ll find different newsletters, but for now, I think you just make one newsletter. And so sometimes the thing about women goes to some of your readers who are men, it’s okay, they’ll still be interested. Most men have a woman in their life, a mother, sister, wife, daughter, somebody. And they’re interested in what you think, remember they want to be warriors about your brain. So that form is what is asking you to generate that will put people so they get your first email.

So we’ll click that form and then right here it says, contact submits form, but you don’t have a form yet, so you’re just going to click new form, let’s call it newsletter subscription form. It’s going to take you and then let’s pick out a form. Let’s see, we’ve got view by type and we have lead capture. All right, that’s what we’re doing. We’re capturing somebody’s name. So here’s one that’s called subscribe to our newsletter and it’s free. So let’s look at it. Looks pretty good, so let’s pick that one. So we’ll select it and now it’s going to ask for… And maybe you don’t want to call it subscribe to our newsletter, you want to give it a different name. Lost it, but you guys know how to click into it now and change what it says, but I got pick the wrong button.
So let me get you back over there. There it is right there. So we’re going to select that one. Now, form settings, that’s going to put them on your automation. We don’t have to do it, because it’s already programmed into that thing. So now, when they subscribe to that form, you just put, it’s going to put them on that automation. You’re done. So we click that, we found a subscription form. And if you want to go back and edit that form, that’s okay. You can go back over here and edit that same form, either there or let’s save that thing. Hold on a second. You can go under and there’s where you just made it, so it lives right there. That thing gets in my way. So now you could click into it, change that to say whatever you want it to say. Subscribe to our, to Dr. Charles newsletter, health letter.

And that’s going to put them, there’s your settings and that’s going to add them to that automation. So that’s been saved and then you can make the form pop up or be embedded in the page. I prefer embedded. There’s your embed code or you can add that form to one of your, remember when we did web pages, you could add that form to your page. So if we go over here to pages and here’s your Vampire Wing Lift® page, and if I wanted to add that form right there, I would say, a block put in a form. Let’s just, don’t even need to do that, let’s just put, you put that form right there. And then remember how we talked about settings, so right there under settings, you’re going to say, “Put them on your newsletter automation,” Boom. And so that any form you want to pick now, if you want that form to be now, they’re part of your newsletter, so you just added a form and you could edit that however you want. But now every time you make a form under settings, you can put them on your newsletter.
You can make it put them something else too. So this one’s about the Vampire Wing Lift®. You could have it add them, you could do more than one thing. You could have it added to two automations to your newsletter and to whatever your series is about or your email about the Vampire Wing Lift®. So now it’s just in the settings where that happens. I felt like that was confusing, but the bottom line is that, if you have a web page, you know how to add a form. The only thing that was different, what I just told you and the settings buttons, it’s one of the 12 buttons. Only thing that’s different is, now that you have made the automation for a newsletter, that becomes one of the options that can happen because they filled out that form.
And this newsletter automation is living in your account already. When you click on new automations, remember it’s going to be the newsletter signup automation. So that was the first part of it as you made it to where they see, I just showed you a simplified version and I gave you already. This one is just for straight up, you can keep adding emails to that. This one is one where it could be a combination of things. This one that they gave you. So this one you get add it by just adding them to that newsletter automation. This one is where you could put any form, you got six different forms on six different web pages. Or put the same form on a bunch of different pages, and then both ways they’re going to get your first email. And one of the do lists on here, is to write that first email. So you’d come over here, if you needed to write a new email, that’s welcome to the practice, it would be welcome email.

Then, you could write an email that comes from you and then says Welcome or whatever you want to say to them about how, hello, first name. Then whatever you would write to a new patient and I think you think of whatever first patient that comes new to you the next time you do this. Mary Jane comes in tomorrow for an O-Shot®. And then you write… This says, if you’re writing to Dear Jane, “Hello Mary Jane, thank you for seeing me and I’m going to try to take the best care of you I can, I love you. Here’s my picture and I’ll never let you down.” Whatever you would say. And then you’re going to sign it, and make it where they can read it even if they don’t want to look at pictures. And then you would save it and now you’ve got your welcome email.
I still haven’t said really, you probably anticipated, but what about your newsletter? So now, what’s going to happen is, you’ve got the first one. And if you’ve got old emails that you’ve written, you can go do that now and say, “Okay, let’s wait,” and I recommend you wait around a week. So let’s make this wait for one week, go away. I started putting this AI thing in there that gets in my way. There it is. How much time? Seven days. And I wouldn’t worry about the time of day. The reason I don’t is, if they happen to sign up at 6:00 AM and somebody else signs up at 8:00 PM, well maybe that’s the time when those two people like to read it. So I wouldn’t worry about the time of day. Then you take an email that you’ve already written or this is where if you did your notes and this morning you wrote something, it was two lines long.
Hey, I think this is interesting, and here’s where I read the research. Or maybe it turns into a video and six paragraphs that go on a web page and then your email is, “Hey, I just read about this,” and it goes to that page. Or the whole email is the whole message and goes to the research. You just write as if you’re writing to your friend, mother, daughter, brother about what you just read. And then you click new message and send a new email and your email goes right there. So that’s how your weekly practice builds it. And then you put another link. I think you should always end it with wait forever, otherwise when they hit end, it’s over. So you have that one that’s just waiting forever and it’s waiting until you write another email. So now you did another email. Now these over here could be your birthday club.

You could have one that goes out on their birthday. We already had a separate one for their birthday, but the specific date is their birthday. So you trigger, this is on the birthday, maybe you have another one. I wrote an email for my wife, Alex, just to make the point, said let’s make something someone had written, she had paid somebody to write an email that looked like an ad and nothing happened. I said, “I guess, I need to show you that maybe I know what I’m talking about.” So, I had her give me a couple of pictures of a vagina she had done something with. Said, “Tell me a quick story about this person,” which is a great way to start an email. So I wrote a two or three line story. This woman, Ms. Jones, named chains to protect the innocent came to see me with this and here’s a picture and you can have a picture of vagina.
You’re talking to grown-ups and it’s not Facebook. “And I did this and then this is what it looked like and this is what happened and if you’re interested, call me.” Sincerely. And she signed it and then happened to be Pi Day, not pie as in apple pie but Pi, the number P-I. And I didn’t even know that was a day, but it happened to be Pi Day. And so the PS was because it’s Pi Day, if you’re interested in this, I’ll throw in this. I’m not into discounting things, but sometimes you can add in something extra. So you come get a O-Shot®, we’ll give you our favorite cream or something. So she made a pie special and it’s been a couple of years now and we sent it and she made about, I don’t know, five or six grand in phone calls. We were driving to the airport the next day between Fairhope and Pensacola Florida.

She was taking orders and most of it not about what the email was about. But then, she made it evergreen, and when I say make it evergreen, I mean she just talked about it. It didn’t have to be Pi Day, it was just the Pi special and stacked it. So she wrote an email on Pi Day and how do you make it evergreen? She just made the PI special, the Pi special. And didn’t talk about it being Pi Day, but everything else was the same and it got stacked. Now, look what’s going to happen. Hopefully this is starting to make sense. So now she gets a new patient, they get added, they get her welcome email. Then, seven days later, they get the Pi special email that she wrote two years ago. And let’s say she decides, “Well, I don’t want that to be the second email.”

Well, she can take this and move it around. She can take this email and add it down here and take this email and add it up here just by sliding things around or she can click into it and change the email here. And you can see after, right three or four emails, now what’s going to happen. Someone subscribes on the form, they get the first one, it’s on a Tuesday, but she gets three new patients that day. They get the first one and then next Tuesday, they all three get this one about pie day. But then Wednesday, you have a whole nother group and then next Tuesday, they’re getting this. And what happens is they’re all getting different emails and they have special interests and some getting on their birthday and some getting it because it’s whatever other day you want to celebrate. And it’s just built one email at a time like that.

So that was the plugin I wanted to give you. Let’s save that one and then I’ll show you one other one and then I think we’re close to being done and I’ll take questions. The other one I wanted to show you with this customer lifetime value, and you go get that one by going here and going to well, yep, there we go. Scroll down and it is somewhere in here, I might’ve passed it, but somewhere on that list there’s a customer lifetime value. I think I’ll probably scrolled through it. And when you put it in, it will look like this. What it does is, and when I tell you that a new patient, if you just have an injection practice, if you’re not even doing surgery, you’re just like me, you’re an internist, you have an injection practice. That person is worth at least 2000 a year to profit.
That’s why you don’t need a huge list. You just need about a couple of hundred people that are on your list that are, and you’ve replaced your income. It’s going to be about $250,000 for about 10 hours a week in work. And a million dollar practice comes pretty easily when you’re doing all cash like this and you’re delivering high value. So you don’t have to have a 100,000 people on your list. You start to have a comfortable lifestyle, and you start to have a huge effect on people because you have more time with them. With a pretty small list that’s measured in hundreds, not thousands of people. But if you want to actually quantify it, what this does is every time you add a contact or you update a contact, they get put on this and then it waits a day, it waits two days, it waits three days, it waits four days and then it starts waiting for two weeks, a month, 60 days, three months until it goes for a year.
And you can make it go longer if you wanted. But then when you click into it, and instead of that, if you click on performance, then you’ll start to see dollars signs appear here. You go over here and you can look at 30 days or look for the past year all time data, and it explains it all to you right there on the do list. But then what it will do, is it’ll say, well, day one on the average, each contact is worth this much, has given you this much money and total has been this much money. And by day two it’s this and by day three and by 30 days and by 90 days and on up to a year. So you start to figure out how much a patient is bringing to your practice on the average, which helps you as you’re calculating what you can spend to take care of them. Maybe you need to spend less, maybe you can afford use.

What happens as well, I can spend more to take care of these people because on average I’m making this amount of money per person. So you don’t have to guess at it. If you talk to the people online that are making 10 million plus, they know this. If you tell them you don’t know what a customer is bringing to you in a year’s time, you’re such a newbie that they don’t want to even have a conversation with you. Because they need to know that number to know what they can spend to get you a new customer. And most stockers are not aware of the concept. But you’ll see, and that’s why it’s already in here as a pre-loaded thing, because the people who do Ontraport are dealing with people who understand the internet and they know you’re going to want to know that number. So even if you’re not quite aware of what you can do with it, as you start to see it. And you don’t have to do anything else, all you have to do is install it and it will start keeping itself up to date without you doing anything else.
Every time you put in a new customer, or a new patient, even if they subscribe to your free list, what you’ll find is, some of those people who just hit the form on your website and become readers, by the end of the year, some of them are spending money with you. And then you can do things that, you can say, “Oh, I can afford to give away a book. I might even be able to afford to mail them a physical book because on the average I’m making 2000 a year so I could afford to send them a $20 book if they subscribe and not worry about losing money. Those sorts of decisions when people express interest in our O-Shot® now, physicians becoming providers, we send them a box that cost us $60 to put in the mail. And it includes books and samples and a three ring binder and some of you may have requested it.

But because we know that we’re going to bring value to them and most of them, ones who wind up taking our training are going to love the training and the value it brings to their patients and stay in our group, we can afford to send them a box for free that cost us… But I know that number. I know what a doctor is able to bring to our company, because what we’re able to bring to them in the way of patients, both soul satisfaction money. So those are the two tools I wanted to show you. They’re already in your Ontraport account. It’s the newsletter and it’s the customer lifetime value. Let me look at my list. I think I’ve covered just about everything and I’ll have time for questions and we’ll still be finished at the two-hour mark. Those are the tools that I use routinely. We covered pretty much everything except that I like to use a real label maker.
If I put a three ring binder on the shelf, it just makes it easier for me to find and I think it’s helpful to have some paper, it just, go ahead and go on Amazon and spring for some true art papers, some drawing paper and pens to draw with. If you notice in that picture of Ryan Holiday, there was a grand piano in the background. And when I look and talk with people that come to us for training, many of our physicians are artists or singers or musicians, and oftentimes their thing they like to do is in the room with them where they do their writing. One of my favorite authors is Thomas Moore, not the one 200 years ago Thomas Moore, but the one who wrote Care of the Soul. He trained as in music theory.

And he says, I like him because he has a nice way of somehow… He was a priest, he reads Greek and Latin and other languages and was a priest that wound up deciding not to be a priest. And he was a college professor who wound up deciding not to be a college professor. But his gift is he is able to somehow synthesize many philosophies from ancient writings and make them somehow applicable to 2024. But he says he still can turn from his writing desk and touch his piano. And somehow the piano study was not wasted because there’s meter and rhythm and music in his writing because of that. My youngest son is a drummer, a professional drummer, and most artists, even though they have their main instrument, they play other instruments and it helps them understand that.

But more than that, most artists, and there is the art of medicine, understand that it’s all the same, and that drawing helps you be a better physician, and playing the guitar helps you play the flute and it helps you write a research paper. So I don’t have it listed there, but whatever your art… You may not touch it, but having your piano guitar, your art supplies, your flute, your drum near where you have your 4×5 cards, will make you a smarter researcher. And I think with that, I will stop. Let me see what questions there are. So this one, I have it in the Word document, I haven’t put it in the PDF yet. But I will promise you that I will have that out by the end of the day. And then as you know, even though we go for pushing two hours, I like to add to it as I think more about it and organize it as we just spoke.

Writing about something or talking about it helps you think more about it. All of you, it really is true that none of us know what we know until you start to teach it and think. You’ll be shocked when you pick a subject matter, how much comes out of your brain that you didn’t even realize was there. So as I edit and tighten up the transcript for these lectures, I think of other references and such and I will add that to it and make sure you have it. But it will keep growing within the online section of this over the week. And if you haven’t yet, you should have gotten a login. If you haven’t, you can call our Office 811 or text me, most of you have my cell phone, text me and I’ll take care of you personally.

Especially since you guys are doing it live, I want to pay special attention to you. And I’ll be selling the recorded version, but it’s… You guys jumped in for the live version and I want to make sure I give you special attention. And the recorded version is going to cost more because I think that’s how it should be. Let’s see, how do I organize the Ontraport if you have two audiences? So it’s many of my doctors subscribe to the patient automations and, let’s see if I can pull something up without exposing somebody’s picture or something. Let me blank the screen for just a second and then I’ll pull up my personal account and show you that, it’s a good question. But it’s literally so easy. It’s two clicks. So hold on just a second. I’m going to not share my screen and then let me pull this up to the right spot. I’ll bring the screen back just in a second. Almost there. Trying to get to a place where I won’t reveal private stuff. You know what? Let’s do it like this. Okay, let me show you the screen now.

So let’s say that some doctor’s already in here, we’ll call it Rod Stewart. He’s in there, and let’s say he joined, you could be putting him in or maybe he joined as your doctor group. Well, you have different automations. So let’s say it’s an O-Shot® provider and now your O-Shot® provider, you see it put him on the cut automatically On my lifetime, because I’ve got scheduled to do that and I’m going to keep track of how much money they bring into our practice. But now the O-Shot® provider might want to read… If you go to our O-Shot® website, I have a separate list I call the Female Sex Research Club. My O-Shot® provider could go there and subscribe to that too without me doing anything. On the other hand, let me find it. Did I lose it? I could also subscribe them myself to any one of these. So it’s just another click. I’ve got sequences. So O-Shot® book order, O-Shot® doctors, patient inquiry.

So, the answer to the question is, any number of those. This is the part that Constant contact and others make either impossible because of the software or so hard to figure out you can’t do it. But the beauty of it is that, they might… I’ve got doctors that are on the O-Shot®, P-Shot®, and Vampire Facelift® provider, but they’ve also gone and subscribed as a patient inquiry just so they can see the emails that I’m sending them to the patients. And some of them have subscribed to my doctor stuff, my internal medicine stuff, and they’ve then bought, they’re both doctor providers in our group and they’ve bought my weight loss products because they have subscribed to me just to read my internal medicine stuff. So there’ll be people that are on four or five sequences and three automations and they’re getting all of it at different times. And of course I’m not thinking about any of it. All of it was written one email at a time, one thought at a time, one research paper at a time stacked up in all the different automations and inquiries.

So you start with, if you’re teaching, you’ve got one for your teachers. And then you have one for patients and the patients would get subscribed, the ones that are reading that list. Just to the patient side, they usually don’t see the doctor’s side. But I always write to doctors as if patients, the New York Times and CNN and Fox News were all going to read it on the news. I never, in my opinion, nothing really ever stays a secret. So when I write to doctors, I imagine that patients reading it and when I write to patients, I imagine doctors reading. It doesn’t mean that I include all that data, but… I’m sorry, I heard a smoke. But in other words, I don’t go into the same depth with patients that I do with doctors on the science usually, but I might. But I certainly don’t insult the doctors by giving them the basic information that I might send to patients.
But that’s the answer. They can be on any number one of them, either by me, manually, just quick clicking a button or someone who works for me. Or by they land on, what usually happens is they land on a different page. So they land on my internal medicine page and they wind up doing this, because they want to know what I think about just health and weight loss. But then they wind up on this page and they’re subscribed to that one and then they inquire about being an O-Shot® doctor and subscribe to that one. And then now, they are an O-Shot® doctor and then they get a whole different series that teaches them how to do all that. And all of it was just written, “Oh, I got somebody that needs to know this, boom, let me send it to them. And then I stack it up in a different automation.”

Sounds overwhelming, but it’s just talking to one person at a time and then stacking it. Did that answer the question? I hope so. When someone submits a form, how are you alerted to it? So there’s a couple of things you can do. One is, when they do the form, let me go back to the… On the settings tab, there is a place to make it where it sends either, let me pull it up. If I talk about it’s going to sound confusing. But there’s a way to have it notify you or your staff by email or text message.

You can make it where when somebody fills out a form, you get an actual text message. I have it when somebody purchases something, I get an email for some purchases. For some forms I get an email. But if you want to be texted into, the instant they click submit, it could be both putting them automation and giving you a text message. So let’s see if I can do that without exposing anything private. So on this autumn, well I’ll just pick a form. So on this form, newsletter subscription, if you go to the settings part of it, this is another one of the beauties of Ontraport. You may just want them to get your newsletter and not know anything else about it. But if you wanted to know about it, then you could click on form settings and then make it where, see right there. Notifications to that email, when it’s filled out, you could put an email right there.

You could also make it to where we talked about rules. This is where you can do all sorts of crazy stuff. Where are the rules in here? Okay, let me go private again. Hold on a second. Okay, I’m back. Hold on. So this is the other part that a lot of the others don’t have, but these rules that I have set up, I got 70 rules. It sounds complicated, but its not. It goes like this. So I’ll just show you one that I made for this. I made it where, whenever someone bought this course, it took them off. I made a list of people that are in our group, but I didn’t want them to be bugged by emails talking about this course after you bought it. So after you bought this course, I just made a rule that says, “When you buy this, take you off of that.” Let me show you what that looks like. So a new rule could be, let’s see, what did you ask me? Let me see, what’s the question again?

So how could you get… So waste would be notified. All right, so let’s say I can make it to where a new trigger is, when the contact is added to this automation, that’s on Paul’s just making something different. That go away. New trigger, see all the different things. So when the [inaudible 00:40:41], you can make, when literally they visit one of your pages, you get a text message before they fill anything out, they’re looking at if they’re already on your list, the internet knows who they are, you can make it while they haven’t even clicked anything, they’re just looking at one of your pages. And you could text them up and say, “Hey, I see you’re looking at one of my web pages, if you want, I’ll just talk to you about it.” So you can get kind of crazy with it. And let’s see, when automation, when a contact is looking for added to an automation, here we go.

When contact is added, pick an automation. I don’t know, what was it? O-Shot® provider automation. And you can make a condition, but they’re not living in some place other than the United States, but they’re not, but they are. So you can put all sorts of conditions in there. But to make it simple, when a contact is added to the O-Shot® automations, then here’s all the things you could do. You can add a task, telling your people to do something. You could add an SMS, send an SMS message to you or somebody that works for you or somebody in the group or another person. Basically, this is your assistant, your automatic assistant. You could have it text you, text your front desk, send somebody an email, put them on sequence, off the sequence.
And so it’s pretty much once they are in your system, on a form or in a sequence or have a tag, anything that helps you identify them, then by using the rules, you can make all sorts of things happen. Using if this, then that or if this and not that. Using logic, you can make it do what you want to. So we’ll just pick another one. If someone purchases Vampire Facial® or purchase another time of facial and they’ve never been tagged as stealing from us as imposter, then add them to the sequence Vampire Facial® provider. So what that’s doing is if someone buys the training to become a Vampire Facial® through two different ways they could buy it, but we don’t let them sign up. If we’ve ever caught them stealing the name, they’re banned forever. So if they’re not on our list of bad people and they sign up for training, then they’re taking to the training page. And I told them to now, put them on a sequence that I’ve made. This was the old school before they had automations, now be automations.
And they’re going to get, “Hey, thank you for signing up and here’s our phone number, call us. And it may take us a day to confirm that you have the proper licensing, but if you want to call us now you can, otherwise you’ll get a password by in the one business day.”

And then there you go, and off to the races. And I didn’t sit down and write all those emails. I wrote an email to the first person, made a separate automation and then I made a rule so that when the next person bought it, I wouldn’t have to send it to them. I think that probably answers that question. It sounds complicated, but it’s really just that and it’s no new buttons. We talked about making rules I think the last time it’s one of our 12 buttons.
So, it’s just using the logic to, when you do this, it could be a purchase, filling out a form, then I want the software to do that. And that can be add them to an automation. You can see all the different lists that can be happening. Send them to another web page, all sorts of stuff. Let’s see what else I got. If you want to make a new group for doctors, there’s a couple of things you can have. New groups are easy to do and they’re kind of, let me go private again for just a second actually. Hold on. Let me go private and I’ll bring you back in a minute. When you have your contacts in here, you can make, they have some stuff that’s already pre-made for you.

But if you click add a new group, it’s the same sort of if this, then that logic. So you could say if they live in this country or they’re on this automation or they filled out that form or whatever you want to do it. So we could say, if they’re on the automation for that contains. And then if you had the automation for doctors. Or it could be spliced out as many ways as you wanted with tags. So if you had, let’s say you had your front staff saying, everybody that gets Botox gets a Botox tag. Everybody that gets CM and gets this tag, if you get Juvederm, you get that tag. Then you could make a group that’s any combination of that. So you could say they have this, they’re in the birthday club or [inaudible 00:45:32] obagi, or you see as the if, then logic that you guys learned. And so it could be, you had this or that and you got this if you’re, and you live in whatever country, then do that. And then you have this whole group of people that you can do things with.

So if I save that as a group, it’s not, let me save it. But if I then save that as a group and I can select that group and do things, I can send them all a text message or send them, I could retag everybody in this group. So what I did with this course, for example, is I took all of our providers and I made a group that was all of our providers that have not bought this course. Then I’m set up that rule that if someone bought this course, they got pulled out of that group and subsequent emails about this course only went to the group of people that were in our CMA that had not bought this course. And, you can see make it to where, it’s not showing up here, but when you make a new group, you can make it where only you can see it or you can make it, where your staff can look at it and work with it.

And I usually make things where my staff are not able to edit groups that I make. But they don’t shuffle any data around. So if you have someone working for you, marketing person, they can shuffle groups around. I could take a whole group and put them on an automation and or change a field, whatever. And that seems maybe just confusing. But when you think about what you’re doing here, again, just the bird’s eye view, you have really just five keys. Remember, you have a web page, where you’re presenting something about a problem and a solution. And then you have emails that also deliver material or bring them to the page. And then you have words on the page, videos and images. That’s what you got. And you have forms and buttons.
So you have pages, emails, forms and buttons where they accept your offer to help them. And so what you’re doing up here with these groups is, you’re deciding what to do with those different things. So you can make it to where I’m going to take everybody that’s filled out this form and make a whole separate automation for them. So if you had a group of, say, doctors that have had expressed interest in labiaplasty, but some of them have the special interest and liken, so you send an email to the whole group. And the ones that respond or fill out a form or even just click the email, is one of the responses. You could have a rule, if they click and open this email and read it, then put them on this group and then you could do things with that group.

All of it just to make sure that the right people are getting the thing they most want to look at. And they can stop getting that, but keep your other stuff at any point. So when your emails come at the bottom, they can click and unsubscribe to all of it or a part of it. And I think that’s probably where we should stop. Let’s see. Hopefully that helps you guys. I’ll send it out tighter with a lot of the pauses and the clicking taken out with some extra materials over the coming week. Practice doing the first card, doing the three-point system, downloads Zotero. And the two automations would be, the newsletter automation and the lifetime customer value automation.

And just start sending out little notes.

The other thing you can do, I should have mentioned this earlier, is take some old emails that you’ve sent already. Make them evergreen by making, for example, if I said, “Yesterday, the New England Journal said this,” you could say, “On August 3rd, 2020, the New England Journal said this,” and that could be sent out at any time. So then you stack that, and you could take old emails and make an automation that’s five or six emails deep with a week in between and start sending those out. And make the first one, the first email that people get when they become a new patient.

And now you’ve got emails going out every day. All right, you guys have a great week. Bye-bye.