EXPAND Training Library

EXPAND: the Foundations

Ready to build the core business foundations that empower you to create a steady stream of clients and consistent cash? You're in the right place! Get started today to solidify each of the elements of your Sustainable Sales System.

Course curriculum

1. Get Your Welcome Module Workbook
2. START HERE!
3. Onboarding Survey
4. What to do if you run into a problem...
5. How to Receive Lifetime-of-the-Program Access to the EXPAND Training Library
1. Welcome to Your Bonus Supports!
2. Subscribe to Morning with Carly (our client-only podcast)!
3. Join the WholeCo(mmunity)!
4. Monthly Focus + Business Coaching Sessions
5. Voxer Office Hours
6. On-Demand Submission Opportunities
1. Welcome to Challenge #1!
2. Get Your Next Client Challenge #1 Module Workbook & Overview
3. [IMPORTANT] How to Approach This Challenge
4. We're Expecting Resistance [don't skip this]
5. Foundation #1: Discover Your Purchase-Ready Ideal Client
6. Foundation #2: Have an Offer to Sell
7. Foundation #3: Have Words to Talk About Your Offer
8. Foundation #4: Discover WHO to Sell Your Offer To
9. Foundation #5: Determine THEIR Next Step
10. Foundation #6: SELL
11. BRAINSTORM: How will you get your next client?
12. Develop Your Action Plan
13. [CHALLENGE, DAY 0] Check-In
14. [CHALLENGE, DAY 1] It's Time to Get Your Next Client!
15. Pause to Reflect & Integrate (Post-Challenge Check-In)
1. How to Use These Resources
2. Planning Your Sustainable Schedule
3. Simple Somatic Grounding Techniques
4. Get Into the "Getting New Clients" Mood
1. Audience Module Introduction
2. Right-Fit Ideal Customer Module Workbook & Overview
3. Design Your Ideal Customer
4. Who is BEST POSITIONED to Succeed?
5. The Transformational Journey & Your Purchase-Ready Ideal Customer
6. Pause to Reflect & Integrate (Module Check-In)
1. Offers Module Introduction
2. Offers Module Workbook & Overview
3. Offer Alignment
4. Your Proprietary Process
5. Pause & Check-In
6. The Two Types of Offers
7. Develop & Design Your Phase 6 Offer
8. Price Your Phase 6 Offer
9. Develop & Design Your Phase 3 Offer
10. Price Your Phase 3 Offer
11. ACTION: Choose Your Offer!
12. One Final Step with Your Proprietary Process
13. Pause to Reflect & Integrate (Module Check-In)
1. Important Note About the Messaging Module
2. Messaging Foundations Module Workbook & Overview
3. Customer Research Exercise
4. The Two Types of Messaging
5. Quick Pitch (Want & Why)
6. Real Results (Obstacles & Outcomes)
7. Remaining Messaging Foundations
8. Insight Into How to Use Your Messaging Foundations
9. BEHIND THE SCENES: The Process You'll Use to Create Offers & Messaging (every single time, for every single offer!)
10. BONUS: See how I implement my Messaging Foundations in sales page copy for Marketing Magnified™.
11. Pause to Reflect & Integrate (Module Check-In)
1. What Does Marketing Mean to You? (Pre-Module Check-In)
2. A Note on the Marketing Module
3. Marketing (Part 1) Workbook & Overview
4. Primary Marketing Platform
5. Types of Content that DON’T Convert
6. Create Your Content Ideas Bank
7. Find Content Ideas Using the Timeline Tool
8. EXAMPLE: Filled Out Marketing Foundations Workbook
9. Pause to Reflect & Integrate (Module Check-In)
1. Welcome to the Messy Content Mini-Challenge!
2. How to Prepare
3. Day 1 of the Messy Content Mini-Challenge
4. Day 2 of the Messy Content Mini-Challenge
5. Day 3 of the Messy Content Mini-Challenge
6. Day 4 of the Messy Content Mini-Challenge
7. Day 5 of the Messy Content Mini-Challenge
8. Pause to Reflect & Integrate (Post-Challenge Check-In)
1. We Have A Surprise For You...
2. Marketing (Part 2) Workbook & Overview
3. Introduction to the 4 Foundational Content Types
4. Transformational Stories
5. Educational Content
6. Aspirational Content
7. Sales Content
8. How to Implement
9. The In-Post Pitch
10. BONUS: How to Apply the 4 Foundational Content Types to Non-Written Mediums
11. Bonus: Outline 1 Month of Content in 3 Hours
12. BONUS: Sales Headlines for Lives, Trainings, & Emails
13. WholeCo(ntent) Formula Book
14. Pause to Reflect & Integrate (Module Check-In)
1. Welcome to Challenge #2!
2. Your Second Submission Opportunity
3. Self-Assessment
4. Next Steps (after the Self-Assessment)
5. Resistance Pattern: Helplessness/Powerlessness
6. Resistance Pattern: Judge
7. Resistance Pattern: Disconnected
8. Resistance Pattern: Needy
9. Resistance Pattern: Know It All/Spiritual
10. Quick Links (Workbook, Guides, etc.)
11. Pause to Reflect & Integrate (Post-Challenge Check-In)
1. What Does Sales Mean to You? (Pre-Module Check-In)
2. Sales Module Workbook & Overview
3. Why We Have Sales Conversations (It’s likely not what you think!)
4. The Practicalities of Moving into a Sales Conversation
5. What Makes Sales Conversations Feel GREAT to Everyone Involved
6. 6 Foundations of Successful Sales Conversations
7. How to Follow Up
8. From Sales Conversation to Paying Client
9. Final Note About Sales & Selling
10. Pause to Reflect & Integrate (Module Check-In)
1. Introduction to Lead Generation
2. Lead Generation Module Workbook & Overview
3. Are You Ready to Generate Leads?!
4. Step 1: Design the Hand-Raising Opportunity
5. [Check In] Is Your Hand-Raising Opportunity Happening 1:1 or in a Group?
6. Done-For-You (DFY) Service Providers: a Note on Hand-Raising Opportunities
7. Step 2: Prepare to Pitch [1:1]
8. Step 2: Prepare to Pitch [Group]
9. [Check in] What if Your Pitch Happens in a Group Setting, but then the CTA of the Pitch Is to Book a 1:1 Sales Call?
10. Step 3: The Follow Up [1:1]
11. Step 3: The Follow Up [Group]
12. Wrapping Up the Convo on Lead Gen [this is important!]
13. Pause to Reflect & Integrate (Module Check-In)
1. Defining Success in Lead Generation
2. Generate Leads for Your Offer Challenge #3 Workbook & Overview
3. When Resistance Shows Up
4. Find Your Lead Gen Timeline
5. Bring Your Hand-Raising Opportunity to Life
6. Begin Marketing your Hand-Raising Opportunity
7. Finalize Your Pitch
8. Prepare to Follow Up
9. One Final Reminder: Keep It Simple & See it Through
10. What Should You Be Doing Now?
11. Pep Talk: If Tech Breaks or Something Isn’t Working How It Should
12. Pep Talk: If You’re Getting No or Low Response (aka Hearing Crickets!)
13. Pep Talk: If No One Is Signing Up for Your Offer, so You Want to Stop Promoting It
14. Pep Talk: If Only One Person Signed Up for Something That Was Meant to Be a Group
15. Pep Talk: If No One Showed Up to Your Live Hand-Raising Opportunity
16. Pause to Reflect & Integrate (Post-Challenge Check-In)
17. How to Keep Up Your Lead Generation Momentum
1. Hey, Graduate!
2. Final Reflections for Grief, Gratitude, and Aligned Next Steps (Graduation Module Workbook)
3. Pause to Reflect & Integrate (Module Check-In)
4. Become a WholeCo Affiliate [optional]
1. "7 Phase Transformational Journey" - Focus Session - 17Feb22
2. Offer & Messaging Alignment - Focus Session - 17Mar22
3. Marketing Content Ideas - Focus Session - 21Apr22
4. Sales & Selling - Focus Session - 19May22
5. Audience Growth Workshop - 21July22
6. Create a Cash Injection - Focus Session - 18Aug22
7. Pitch on Sales Calls | Focus Session | 22Sep22
8. Run a Sales Call | Focus Session | 20Oct222
9. Build Momentum for Next Year | Focus Session | 17Nov22
10. Create Your Content for the New Year | Focus Session | 15Dec22
11. Plan Your Sales Calendar & Priorities for the Next 3-6 Months | Focus Session | 26Jan23
12. Find Your Fast Action Strategy to Get Your Next Client | Focus Session | 2Mar23 (rescheduled from February)
1. Welcome to the "old" launch trainings...
2. A Basic Launch Framework
3. Step 1: Preparing for Your Launch
4. Step 2: Your BIGGEST Priority When Launching
5. Step 3: The Live Event
6. Step 4: The Money is in the Follow-Up

About this course

$3,500.00
164 lessons
18 hours of video content

EXPAND: the Foundations

Course curriculum

Welcome to EXPAND!

Get Support (BONUSES)

CHALLENGE #1: Get Your Next Client

Resources for the EXPANDed Entrepreneur

FOUNDATION: AUDIENCE

FOUNDATION: OFFERS

FOUNDATION: MESSAGING (& POSITIONING)

FOUNDATION: MARKETING (PART 1)

Messy Content Mini-Challenge

FOUNDATION: MARKETING (PART 2)

Challenge #2: 30 Days of Content

FOUNDATION: SALES

FOUNDATION: LEAD GENERATION

CHALLENGE #3: Generate Leads for Your Offer!

Graduation

THE VAULT: Previous Focus Sessions, etc.

Ye Old Launch Trainings

About this course