Monetize & Leverage Strategy Guides for Growth
Call Date
Primary Topics
Call Description
This session dives into the latest PAS resources—industry-specific strategy guides and ready-to-use social media templates—now available to all coaches. The call covers practical tactics for customizing these assets in Canva, using them as lead magnets, down-sells, or bundled offers, and positioning yourself as an expert in any niche. Coaches discuss pricing, bundling, and local marketing strategies, as well as how to use these guides to build confidence and stand out from competitors. The conversation also explores JV partnerships, nurturing leads, and the emotional side of sales persistence.
Why this call matters
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Shows how to turn PAS resources into real business opportunities and revenue.
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Provides step-by-step tactics for customizing and distributing strategy guides.
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Explains how to use guides and templates as lead magnets, down-sells, or bundled offers.
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Offers practical advice on local marketing, JV partnerships, and nurturing leads.
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Builds coach confidence by demonstrating how to leverage assets for authority and results.
Key Points:
- New PAS Resources Overview (00:00) – Introduction to strategy guides and social media templates now available in PAS.
- Customizing Strategy Guides in Canva (01:09) – How to edit, brand, and personalize guides for any industry.
- Using Guides for Confidence & Niche Selection (02:07) – Why these assets help new coaches pick and serve niches.
- Distribution Tactics: Lead Magnets, Bundles, and Sales (03:54) – Ways to use guides as lead magnets, down-sells, or bundled offers.
- Positioning Yourself as an Expert (06:02) – How guides set you apart and create instant authority.
- Assessment First, Implementation Second (06:19) – The importance of always starting with a business assessment.
- Physical vs. Digital Delivery (08:57) – Pros and cons of printed guides vs. digital/email delivery.
- Local Marketing & Customization (15:15) – Why local focus and industry events amplify results.
- Social Media Templates for Client Value (16:15) – How to bundle and sell ready-made social posts for recurring revenue.
- Pricing & Bundling Strategies (29:13) – Real-world examples of pricing guides, lead magnets, and bundled offers.
- JV Partnerships & Referrals (34:22) – Leveraging partnerships and referrals to expand reach.
- Sales Mindset & Persistence (47:18) – Encouragement and real talk about rejection, nurture campaigns, and staying consistent.
Key Takeaways:
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Strategy guides can be sold, bundled, or used as powerful lead magnets.
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Customizing assets for local markets and specific industries increases perceived value.
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Social media templates offer recurring revenue and client retention opportunities.
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Consistent outreach and nurturing are essential—don’t take rejection personally.
Notable Quotes:
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“A savvy business owner knows they are never going to implement these strategies on their own—if they could, they would have already.”
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“The only way to know what to implement is to do an assessment first—anything else is malpractice.”
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“If you don’t go out there and tell people what you do and be persistent and consistent, you’re not going to get a chance to help people.”
Action Steps from the Call:
- Download and customize a PAS strategy guide for your target industry using Canva.
- Use the guides as lead magnets, down-sells, or bundled offers at events or in follow-up sequences.
- Bundle six months of social media templates with your coaching packages or as a stand-alone offer.
- Focus your marketing and outreach on local markets for higher conversion.
- Set up nurture campaigns to stay top-of-mind with leads and referrals.
Resources & Tools Mentioned:
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PAS Strategy Guides: Editable, industry-specific guides for lead generation and authority.
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Social Media Templates (Canva): Ready-to-use posts for multiple industries, customizable for clients.
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Canva: Platform for editing and personalizing guides and templates.
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FBS QR Code Generator: For linking guides to your website or squeeze page.
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Lead Connector: Tool for capturing and managing inbound leads.
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Nurture Campaigns: Automated follow-up sequences to stay connected with prospects.
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