Mailpoet Training Doc to Send to Clients
Here is a great document we created for Mailpoet Training/How To:
Getting to Know MailPoet – The-Autoresponder
Recent Updates Page 9 Toggle Comment Threads | Keyboard Shortcuts
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Meagan Vitek
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Meagan Vitek
How to Pull Your Hours From LGED For Your Invoice
Hey everyone,
Here is a quick video showing you how to pull your total hours from LGED to submit on your invoice.
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Daryl Monte
I think by setting the Group By to “Don’t Group” will give you the total time so no need to export in excel and add them manually.
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Meagan Vitek
WordPress Theme Finder
Hey everyone,
I came across this cool website to determine a sites theme, without digging through the code.
Hope this help ya out!
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Shane Campbell
Available Hours
Hey guys im posting my hours of availability here:
Mon-Fri (10:00 am – 5:00 pm)
Sat (8:00 am – 12:oo pm)
So if you guys have any projects for me just let me know
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Becky DeGrossa
Hey Shane,
Thanks! What time zone is that? EST?
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Shane Campbell
My time zone is GMT – 5:00
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Becky DeGrossa
For us stupid Americans, that is EST 🙂
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Jessie Lucier
How To Write A Free Report
Counseling Wise – How To Write A Free Report
Important Tips:
- The report should be no less than three pages. Five plus is best.
- The content of the report needs to be something that the client really wants. They need to be motivated to download it. For this reason, the title is MUST be enticing. People tend to download reports that lean toward the negative. For example, “??????” Meagan and Becky have title tools and can help you create a title after writing the report if needed.
- Â Use titles and subtitles to break up text.
Prep Work:
- Create a “Working Title” that identifies what the report will be about.
- If your client hasn’t already done so, ask that he or she complete the “Dig Deep Exercise” (posted). This exercise will help the therapist to tease out the problems/pain of their potential clients, which should inform the free report. Based on the insights/discoveries of the exercise, ask them to pinpoint tips, steps or an assessment to be included in a free report that could provide value to their potential clients. These should be specific. For example, people suffering from depression or anxiety often also suffer from insomnia. In these instances, an example of a valuable report could be something like, “Suffering From Insomnia? Five Effective and Easy Ways To Get A Better Night’s Sleep.” Another approach is to offer an assessment to help potential clients determine if a problem exists. For instance, I recently wrote a free report for a client called, “7 Signs That Your Marriage May Be Suffering.”
The Interview:Â
- The interview questionnaire is posted. These interviews typically take longer than those for marketing messages because you are collecting more in depth information. As a rule of thumb, I suggest allotting two hours for the interview and you may want to break it up into two calls.
- As the writer, make sure that YOU are able to answer the following questions before you begin writing:
- What is the problem/pain of the potential client in regards to their issues and the specific topic of the report?
- How and why is it possible for them to feel better?
- What is the hope in feeling better? Has the information that will presented in the report helped other people with similar problems?
- Do you have 2-4 possible objections or resistances to getting help? Are you able to address these objections?
- Do you have 3-7 specific steps/tips or questions (if you created an assessment) that speak directly to the potential client’s problem?
- Do you have enough information to write a paragraph about each tip/step/question?
- Do you have 1-3 specific examples about how applying these tips/steps or answering these questions and working through issues in therapy have helped others with similar problems?
- How can the therapist help? What is their expertise?
- What are the next steps that will bring the potential client a step closer to the therapist? A free phone consultation is a great idea here.
Writing the Report
- Begin the report with an introduction that identifies and addresses the pain and problem(s) of the potential client. This should be relatable and provide them with valuable information/insights about their problem. It’s important to remember while writing that a primary goal of the report is to help your client establish credibility as an expert. You can also list and address possible objections here. For example, “While you may believe that there is nothing that can improve your sleep, studies show that…”
- Explain what the tips/steps/assessment can do for the reader.
- List and address each tip/step/assessment question. If it’s a tip or a step, give them something specific to do and explain how it can help. If it’s an assessment question, talk about what answering yes or no might mean for them.
- Write a graph that explains the assessment or ties all the tips/steps together. If you’re writing an assessment, explain what answering most of the questions as yes or no means for the reader. If you’re using a steps/tips format, explain the results that they can expect to achieve by following the steps/tips, as well as how long the reader should try them, when, how… any details that address the steps/tips as a whole.
- Offer proof. How has following these steps/tips helped other clients? AND/OR how has working with the therapist helped other clients with similar issues feel and function better?
- Address what the therapist can offer the client in therapy.
- Provide another Call To Action. Offering a free phone consultation is a good way to end a report.
- Add a brief bio of the therapist or group practice at the end.
- Review your working title and create a final title that is engaging and specifically addresses something the potential client wants.
Formatting, Editing and Final Steps:
- It’s important that the reports look professional. See http://www.counselingwise.com/coaching-call_grow-your-practice-by-providing-valuable-tips-in-a-free-report/ for formatting and book cover icon information. I also suggest you look at the free reports that are posted for formatting ideas.
- Send your report to Jessie for editing. Make Jessie’s edits. Email draft to your client. Make client’s edits.
- Send final and formatted report and book cover icon to your project coordinator.
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Jessie Lucier
Questionnaire For Free Report Interviews
Counseling Wise – How To Write A Free Report – Questionnaire
Before beginning the interview, your client needs to have completed the Dig Deep Exercise and decided on the specific topic/working title for the report. You should have also determined whether the report will consist of tips/steps or if it will be an assessment. Use the following questions to flesh out the content you’ll need to write the report.
- What is your potential client’s problem/pain related to this issue? What concerns do they have? What are they worrying about?
- How common is this problem? How is it possible to feel better? Are there actions they can take to alleviate their pain? Have others learned ways to feel better?
- What are three objections/concerns/questions a client might express about their perceived ability or inability to feel better? How would you address each if you were speaking directly to a potential client?
- Go through each individual tip, step or assessment question. Create a subtitle for each tip/step/question. For each step/tip/question, ask your client to walk you through relevant information. If it’s a tip or step, ask how it can help, when it should be done, how long someone should try it for… If it’s an assessment question, ask the therapist what a yes or a no to a question means. Ask about how someone could improve their situation if the question applies to them.
- How can someone apply these tips/steps to their life? OR, how can someone use this assessment to determine if a problem exists?
- What would you say to a client to provide them with hope about their problem?
- How could counseling with you help them gain more clarity/relief/improvement concerning the problem cited in the report? How could counseling with you help them with other, related issues? Why/how is therapy – particularly your practice – effective at treating this issue?
- What success have you had in the past treating clients with similar problems? Please give 1-3 specific examples.
- Ask that the therapist send you a brief bio to include at the end.
The above questions should/can be used as a guideline. You may need to tweak, add or omit questions to collect information relevant to the specific topic of the report.
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Jessie Lucier
Examples of Free Reports
See an attachment of an assessment/steps/tips combo free report here:
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Becky DeGrossa
Hey Jessie – who did the formatting on Orenstein’s report?
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Jessie Lucier
Her assistant did. Looks great, right?
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Becky DeGrossa
Yes, but not one we want to promote. It requires InDesign which is quite expensive and not something we use. Her “assistant” is really Angela who is a designer 🙂 So, I’m actually going to take that out… Do you have a word doc of the copy for this report? If so, please send to me.
Thanks,
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Jessie Lucier
The Dig Deep Exercise
The DIG DEEP Exercise
In order to write a strong marketing message or free report, we need to crawl into the skin of your potential client. The more specific your message is and the more spot on it is about what your potential client is feeling, the more they will perk up and pay attention to what you’re saying.
For the Issue/Population correlated with the message or free report we’re working on….
1. Who is your ideal client? Individual adults? Children? Couples? Families?
2. Is your ideal client the person who will be contacting you to seek out your services? If not, who will? Note – the rest of the questions need to focus on the person looking for the therapist… This is your prospect and this is the person you need to be thinking of.
3. What is the relationship status of this person (the person shopping for a therapist)? (single, partnered, married, divorced)
4. Who does this person live with?
5. What does this person do for a living?
6. Gender?
7. Age range?
8. What keeps them awake at night, worrying, in pain, or just frustrated, lying in bed, eyes open, staring at the ceiling?
9. What is their single biggest problem (related to this issue) that causes them the most pain or frustration?
10. TAKE TIME WITH THIS ONE: What do they secretly, privately desire most? Become your potential client and finish this sentence. “If I could just ______________.”
11. Describe a typical day for your potential client as it relates to their problem.
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Meagan Vitek
How to Set Up the Printer at the Office
Tenants and coworking residents can use the HP CM1312 color laser jet printer in the coworking area when they need to copy, scan, or print something. To set up the printer with your computer:
On Mac:
1. GotoSystemPreferences 2. Clickon“PrintandFax”
3. Clickthe+iconatthebottomoftheprinterlist
4. Select“HPColorLaserJetCM1312nfiMFP(800B5D)-1”fromthelistofprinters
5. Click“Add”On Windows:
Go to the HP website and select your operating system
Download the appropriate driver and install it
When prompted to choose a mode, choose “Traditional Mode”
When the Add Printer Wizard opens, follow the prompts and choose “Local Printer”
Uncheck the box that says “Automatically detect and install my Plug and Play printer” and click Next
Select the radio button for “Create a New Port” and choose “Standard TCP/IP Port” from the drop-down menu
In the field that says “Printer Name or IP Address,” type 192.168.1.15 -
Juliette Cook
Online appointment scheduling research and tips
Hi all
Here are a few links for popular online scheduling. Tips for clients – it is recommended to have Precision Scheduling (which also supports opening time-slots in increments) and LOTS if not unlimited SMS to alert clients of their appointments.For the most part they run $20 – $30 per month for the services. Just so you guys know, therapy sites partnered with http://www.yellowschedule.com so that is why some clients already use them. My experience is that the customer service is really helpful and they offer what the others offer for appointment scheduling online.
Most online schedulers can be integrated with WP sites so that isn’t an issue.
Here are the links to other good rated online schedulers and pricing.
http://www.fullslate.com/pricing (full slate is HIPAA compliant btw)
http://www.genbook.com/pricing/
http://www.appointy.com/free-appointment-scheduling-software/
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Becky DeGrossa
Thanks for posting, Juliette!
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Daryl Monte is discussing. 
Becky DeGrossa and 
Shane Campbell are discussing. 
Jessie Lucier are discussing. 
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