5
The 30-Day Pipeline

Module 5

Run & Scale
4 lessons · 44 minutes

What we cover

  1. 1The Six Numbers11 min
  2. 2Turn the Chase On11 min
  3. 3The Money Already In Your Database10 min
  4. 4The Friday Twenty, and Day 9112 min
1
Module 5 · Lesson 1

The Six Numbers

11 min
ON SCREEN: Opens on face for 30 seconds, then screen share of the member-facing demo sub-account for the entire build (Dashboards, then Add Dashboard, then six Add Widget passes), one detour into Calendars for the show-rate report, then back to the finished dashboard, then face for the close.
Module 5 · Lesson 1 · by the end of this lesson
You will have one screen inside your sub-account, named The Six, with six widgets on it, and you will have written this week's six numbers down by hand.
Module 5 · Lesson 1
01

Here is why six

Module 5 · Lesson 1
02

You already have the alarm for this

Module 5 · Lesson 1
03

Now the honest bit

Module 5 · Lesson 1
04

The build sheet for all six widgets, with the exact filter settings so you are not squinting at my screen, is in the resource section below as a PDF

Module 5 · Lesson 1
05

Two of those six, response time and contact attempts, are currently promises rather than facts, because your chase is still sitting in draft

Module 5 · Lesson 1 · the worksheet for this lesson
W5.1THE SIX, WEEK ONE
OBJECTIVE
Build the dashboard, then prove it works by pulling your first set of real numbers off it. You cannot fill this in from memory. If a field is blank, the widget is not built.
STEP 1, Build it
Tick each widget only once it is saved and showing data on your dashboard named The Six.
Widget 1, Qualified enquiries this month (Opportunities, Not a Fit excluded)
Widget 2, New Lead stage, grouped by assigned user
Widget 3, Average Call Attempt Count
Widget 4, Appointments by status
Widget 5, Nurture stage, sorted by last activity
Widget 6, Pipeline funnel with stage conversion percentages
STEP 2, Pull your numbers
Use the last full 7 days unless a field says otherwise.
1. What did you spend on ads in the last 7 days?
€
2. How many qualified enquiries did that produce? (Widget 1, last 7 days)
3. Divide line 1 by line 2. This is your cost per qualified enquiry.
€
4. What does your Meta ads manager say your cost per LEAD was for the same week?
€
Continues. Full worksheet in the resources below this video
Module 5 · Lesson 1 · you leave this lesson with

A live custom GHL dashboard named "The Six" in the member's own sub-account, containing six configured widgets, plus one completed printed scoreboard with real numbers on it.

Worksheet 5.1 is in the resources below this video
2
Module 5 · Lesson 2

Turn the Chase On

11 min
ON SCREEN: Screen share throughout except the open and close. Automation then Workflows list showing the drafts, W2 opened and walked, the SMS step opened and edited, the Publish toggle flipped, then W3 and W5 the same, then a second browser tab on the member's own live funnel to submit the test lead, then back into Conversations, Opportunities and Tasks to show the receipts, then the contact record to switch DND on.
Module 5 · Lesson 2 · by the end of this lesson
You will publish the three follow-up workflows that are currently sitting in draft, then push a live test lead through them and watch six contact attempts get scheduled without you touching anything.
Module 5 · Lesson 2
01

Here is the shape of it

Module 5 · Lesson 2
02

The cadence configuration sheet is in the resource section below

Module 5 · Lesson 2
03

The reason is timing, not effort

Module 5 · Lesson 2
04

Where to find it

Module 5 · Lesson 2
05

The one thing you do edit is this text

Module 5 · Lesson 2 · the worksheet for this lesson
W5.2CHASE LIVE: THE TEST LEAD RECEIPT
OBJECTIVE
Prove the chase is running, not just published. Every field below can only be filled in by someone who actually pushed a test lead through their own funnel.
STEP 1, Publish
W2 Call Day One Cadence, status now PUBLISHED
W3 Call Day Two Cadence, status now PUBLISHED
W5 No Show Recovery, status now PUBLISHED
W11 Speed to Lead Alert, confirmed still published from Module 1
STEP 2, Your SMS, in your own words
1. Paste the day-one SMS exactly as you rewrote it:
2. Read it out loud. Would you send that text to a stranger from your own phone? Circle one: YES / NO
If NO, rewrite it here and go and change it before you continue:
STEP 3, The test lead
3. Time you submitted your test form (to the minute): :
4. Time the auto-reply email arrived in your inbox: :
5. Elapsed seconds between line 3 and line 4:
If this is over 120 seconds, stop and check W1 before going further. Write what you found:
Continues. Full worksheet in the resources below this video
Module 5 · Lesson 2 · you leave this lesson with

W2 Call Day 1 Cadence, W3 Call Day 2 Cadence and W5 No-Show Recovery published live in the member's sub-account, plus one test lead pushed through end to end with the instant reply, the SMS on the member's own phone, the opportunity card sitting in Call Day 1 and the call task all screenshotted as proof.

Worksheet 5.2 is in the resources below this video
3
Module 5 · Lesson 3

The Money Already In Your Database

10 min
ON SCREEN: Screen share for the whole build. Workflows list, W9 opened and its exit condition shown, the email steps opened, W10 opened, then Contacts and the Import flow including the tagging field, then W13 with the segment picker and the schedule. Face for the consent section, because it needs to land, and for the close.
Module 5 · Lesson 3 · by the end of this lesson
You will publish the nurture drip and the ninety-day re-offer, import your existing list with the right tags and the right consent line, and schedule a reactivation blast with a date on it.
Module 5 · Lesson 3 · the shape of this lesson
01
Last video of the module, and of the build
02
The shape is simple
03
Each one is the same shape, and that shape is in the swipe pack below
04
Ninety days is long enough that whatever killed the deal has probably moved
05
The message is one email and one text
Module 5 · Lesson 3
01

Last video of the module, and of the build

Module 5 · Lesson 3
02

The shape is simple

Module 5 · Lesson 3
03

Each one is the same shape, and that shape is in the swipe pack below

Module 5 · Lesson 3
04

Ninety days is long enough that whatever killed the deal has probably moved

Module 5 · Lesson 3
05

The message is one email and one text

Module 5 · Lesson 3 · the worksheet for this lesson
W5.3YOUR DEAD LIST IS AN ASSET
OBJECTIVE
Get the nurture running and get your old list into the system legally, tagged, and scheduled. You cannot fill this in without opening your own spreadsheet.
STEP 1, Publish
W9 Nurture Drip, status now PUBLISHED
W10 Lost 90-Day Re-Offer, status now PUBLISHED
Exit condition confirmed: a click or a reply moves the card out of Nurture
STEP 2, Write three, not twelve
Use the shape: one thing you know that they do not, one line on what not knowing it costs them, one line inviting a conversation.
EMAIL 1 (month 1)
The thing they do not know:
What it costs them:
The invitation:
EMAIL 2 (month 2)
The thing they do not know:
What it costs them:
Continues. Full worksheet in the resources below this video
Module 5 · Lesson 3 · you leave this lesson with

W9 Nurture Drip and W10 Lost 90-Day Re-Offer published live, three nurture emails written in the member's own words and saved into the workflow, the member's existing contact list imported and tagged, and W13 Database Reactivation scheduled against a named segment with a calendar date.

Worksheet 5.3 is in the resources below this video
4
Module 5 · Lesson 4

The Friday Twenty, and Day 91

12 min
ON SCREEN: Face for the open. Screen share of the Friday Twenty sheet, then the funnel widget with this month next to last month for the diagnostic, then their own calendar to create the recurring block. Face, no screen, for the entire Day 91 section, because it is a conversation not a walkthrough. Brief screen share of the graduation booking link at the end, then back to face.
Module 5 · Lesson 4 · by the end of this lesson
You will install the twenty minute weekly review as a real calendar block, learn the method for diagnosing a bad month in four minutes, and book your graduation review.
Module 5 · Lesson 4
01

This is the rule most people break and it is why most people cannot tell you what works in their own business

Module 5 · Lesson 4
02

This is the right answer for more of you than the sales page of any programme will admit

Module 5 · Lesson 4
03

Two things happen here

Module 5 · Lesson 4
04

And to be clear about what keeping it means

Module 5 · Lesson 4 · the worksheet for this lesson
W5.4THE FRIDAY TWENTY AND THE DAY 91 DECISION
OBJECTIVE
Install the weekly routine, run the bad month diagnostic once as a dry run, and make the day 91 decision on paper before you make it on a call.
PART A, INSTALL THE ROUTINE
1. Day and time of your recurring block: at :
2. What did you name it in the calendar?
3. Is it recurring weekly, not a one-off? Circle one: YES / NO
4. Who else in your business is invited to it? (Write NOBODY if it is just you.)
PART B, THE BAD MONTH DIAGNOSTIC, DRY RUN
Run it now on your last two months even if neither was bad. You want the reps before you need them.
5. Fill in both columns from widget 6:
LAST MONTH THIS MONTH
Entered New Lead
New Lead into Call Day 1 % %
Into Call Booked % %
Booked into Showed % %
Showed into Won % %
6. Which single percentage moved most?
7. Using the decision tree, which of the five problems is that? Circle one:
TRAFFIC / SPEED / SCRIPT or OFFER / REMINDERS / SALES CONVERSATION
Continues. Full worksheet in the resources below this video
Module 5 · Lesson 4 · you leave this lesson with

A recurring named Friday block in the member's own calendar, their first Friday Twenty sheet completed with real numbers, and the 45-minute graduation review booked in Stephen's calendar with the one-page summary attached.

Worksheet 5.4 is in the resources below this video
End of Module 5

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