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immersion weekend blog

As a creative small business owner, you know that there are times you have to work IN your business—that includes the agency side of business! Today, we’re going to talk about how to plan an immersion weekend and clean up client processes, set small business quarterly goals, and more.

They’ll tell you that you got to pick one side or the other and maybe I will one of these days, but probably not. I adore the service provider or agency side of my business. The way I look at it, it’s the little lab where I can tinker and play in the sandbox with ideas or hypotheses that I have. Then based on what’s working and what’s not, I can turn those into things that I’m putting into digital courses or products or even things that I’m teaching here.

How to plan an immersion weekend for your business | Ashlyn Writes

 

If you offer a service though as a creative small business owner or entrepreneur, then you know sometimes we get so busy and in the weeds with actually delivering the service and providing that to the client—we don’t turn around and actually clean up the parts of the business that they’re interacting with. It’s like at some point maybe you should pause the flights and actually go, work on the airplane and make sure it’s in spit spot shape—and all God’s children said, amen—this can happen to the best of us.

That’s why I’m going behind the scenes on how to do an immersion retreat in your business and clean up your client services, the service provider whatever agency style side of your business you wanna call it. AKA that time we had spa days for the Ashlyn Writes Copywriting Agency side of the business. We did this in Q1 for my business and it was a freaking Swedish massage for the agency side of things—it hurts ~*sooo*~ good.

I posted on Instagram and asked if this is something that y’all would be interested in and you said, heck yes, so here we go.

⬇️ Don’t forget to click here or down below to grab your freebie: Welcome Magazine Copy Swipe ⬇️


 

 


No. 1| Goal Setting

Not to belabor the plane analogy but you’ve probably heard the one degree theory. Basically, for every one degree that a plane is off its course, it’s gonna miss its destination one mile for every 60 miles you fly. Darren Hardy explains this a little bit more in his book, “The Compound Effect.”   100% recommend it. Think about it this way—a plane that is leaving LA flying towards Rome pointed one degree off to the south. After 12 hours it’s gonna land somewhere in Tunisia, Africa. If it’s one degree off its course to the north, then it’s gonna end up somewhere either in Slovenia or Austria.

What does this have to do with your immersion retreat weekend for your agency?

Well, the goals matter but it’s not the whole purpose or point of running one of these immersions. The way I wanted to set it up or the way I found it most helpful is to remember that this is NOT your big goal setting/brainstorming/dream session for your business. This is not the time where you’re thinking about what’s possible? What can we do in five years? What can we do in 10 years? But I have found it was really helpful for us to at least spend one hour getting on the same page.Even If it were just me, I would have done the same thing.

We shared ideas about where we wanna be in 10 years, five years, at the end of this calendar year. Then where that meant we needed to be six months from now, where that meant we needed to be at the of the quarter and then the end of the month that we were in. That backward planning tactic has been so helpful for me. So take it and use it, it’s great.

But I hope you can see what I’m saying here. We did spend a little bit of time just being like, okay, this is what we’re going after—BUT that’s not the whole purpose of one of these. I’ll get more into the schedule in just a moment. Instead, I would recommend you clear out these two to three days and set them aside.

Your focus during your immersion retreat weekend is cleaning and tweaking to the nth degree, every. single. step. in your process.

Every single workflow in micro workflow in your agency or in your service that you provide people. Every client touchpoint along the way. Every email they’re interacting with. Every template they’re interacting with. Every bit of your deliverable and how that gets to them.—> THAT is the purpose of a retreat like this.

Related: How I Use HoneyBook & Trello for My Client Workflow

We didn’t book anything fancy for this. We just came here to my house outside of Atlanta. I did treat it a little bit like a staycation, made sure childcare was covered. I also had no big work to do’s on my plate. It was just this. Time blocked, I’m only working on this. I had my credit card loaded in DoorDash ready to go for takeout. I had gotten lots of snacks, LaCroix, drinks, everything was ready. Also having office supplies on hand. Posterboard, big sticky notes, Sharpies, things like that were helpful too. I’ll bring those up more in just a sec.

So you’ve got these two to three-ish days set aside. You’re just going to focus on the service provider side of your business and cleaning it.

By the way, Amy Porterfield has an episode, it’s pretty much vintage at this point but she talks through doing one of these immersion retreat weekends for her funnels in her business. And that is helpful but what I’m talking about is for those of us who provide a service, whether you’re a photographer, a designer, a floral designer, I don’t care what it is. If you are providing a service to somebody, I still think you have to set aside this time and go through and work on every single client touchpoint and workflow piece along the way.

That brings me to step two of the agenda.


No. 2| The Agenda

The week before we met Sarah, who helps on the agency side of my business, and I had the agenda ready to go.

So here’s my tip for you. Once you already have these dates set aside for your immersion weekend and you know you’re gonna spend some concentrated time immersing into all of the agency side of your business, make sure you set up some sort of corralling place where you can load in any ideas and things that hit along the way. This way when you’re working and you’re servicing your clients and you think, oh my gosh this would be so much more helpful to them if I had a PDF that explained X, Y, Z. It goes on that idea list. Or you run into a little place where you realize something needs to be fixed. It goes on that idea list. Just keep banking all those ideas on this list ’cause that’s gonna help set the agenda and the tone for your time.

So when we’re trying to come up with a schedule for this, it wasn’t hard because the list was already made.

<<<Here’s what I found helpful to do>>>

On the first day, we were just focused on the client workflow, the service, everything that went into it. Again, every client touchpoint along the way.

The second day was then gonna focus more on the marketing mechanism of it. If you watched last week’s video, I talked a little bit more about the welcome magazine and the pricing and services guide that we use in my business and all that kind of stuff. So day two of this was when we were really cleaning that.

Here are some more examples of how this broke down for us ⬇️⬇️

Immersion Weekend Day One

Time Tracking—So on that day one, one thing I’m so passionate about is time tracking. We through every single piece of the service that we’re providing people and pulled down to the 15 minute mark, how long that takes us. Does it take us 15 minutes, 30 minutes, four hours? Then that way I can look at that whole client process and say, this package takes us 7.5 hours to execute or whatever it is. And then that can help you turn around and see how many can you actually do of these in the month? Have you been underestimating yourself or overestimating yourself? (probably that. ;))

Related: A How-To Guide For Tracking Metrics That Matter

Client Support—This also can be where you go through and see where clients may need support along the way or an extra piece of communication. The way I think about it is if two clients have asked the same questions—that’s on me. That proves that something has not been clear in the process and I need to figure out a way to message it to them or hold their hand or get them support that is more conducive to them getting through the project. So again, this day one is a lot of fixing that kind of thing and just looking at every single little bitty touchpoint along the way and cleaning it.

Immersion Weekend Day Two

Enhance Messaging—How can we enhance the messaging about this service that we provide or make it clear on sales calls? How can I clean up my pricing and service magazine? How can I clean up that welcome magazine? How do we get repeat business? Are we getting repeat business? I mentioned things like poster board and sticky notes and again, even if it were just me I would be using these things to put big ideas on the wall, to break down instead of just on my computer what the workflow of a client process looks like.

With the sticky notes, here’s my best tip—before you get started or as you’re getting started writing down on stickies all the things you need to be buttoned up before you are done with your immersion retreat—stick all of those on one window pane. The goal is by the end of your immersion weekend they’re moved over to the pane where they’re answered. It can just be a good visual reminder if you can see the questions and the things you’re trying to clear up along the way.

Comment below, if this is starting to make sense or you’re at least getting excited about maybe having some dedicated time where you’re really working on cleaning up the service provider side of your business.

That’s gonna bring me to step three, the ongoing process of this, and scheduling a follow-up plan.


No. 3 | Follow-up Plan

I remember saying early on in my business that if I’m gonna charge BMW prices if my prices, then I need to make sure that I’m providing that same level BMW experience.

I am first to say that I have failed this 100 times over the years.

BUT it’s a bar that I want to chase constantly on the service provider side of my business. And if you’re the creative CEO, then you know is very hard to have these multiple sides of your business because your brain is split essentially.

You have the service that you provide people and then maybe you have digital downloads or courses or other types of products people can buy from you. You’re trying to think about how to market and position both. One thing I’ve worked to do to make sure that I’m regularly checking in and making sure that the service is clean is having what I’m calling white-glove check-ins. I wanna make sure we’re providing white-glove level service. Having a quarterly check-in where we’re coming back and we’re saying, okay, this quarter, what worked and what didn’t about our services and the agency side? What needs to be tweaked? What templates still aren’t working? Where was the client communication breakdown? Or where did something go wrong? You’ve heard the whole “work on your business not in your business” before, but again sometimes you need to be IN your business.

How can you have that quarterly moment where you’re really getting in the weeds and working in your business?

As you wrap up your immersion retreat also get really clear on your action steps and the things that need to be done moving forward. We determined a huge list of those, loaded them into Asana under our Q1 goal and set deadlines for when those things needed to be done and then decided what would bleed into other quarters. I also would make a list of everything that you did do, everything you cleaned up as kind of your report card or at least a moment to say, this is everything that we got cleaned up.

You can either share that if you’ve got other people on your team or just keep it as a record. So, you know what your time was spent doing these two to three days. If you are looking to clean up your client processes, then look down below and don’t miss the client welcome magazine swipe copy that I have ready for you. It’s free. It’s yours for the taking.


And now that you’ve seen behind the scenes on how to have an immersion deep dive week or weekend in your business, what about onboarding your clients in those workflows in general? Well, be sure to watch this video on my YouTube channel so you can learn how to do that.  As always, comment below with any questions that you may! Here’s to working from a place of more rest, less hustle.

PS—⬇️Don’t forget to click here or down below to grab my Client Welcome Magazine Template!⬇️


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How to plan an immersion weekend for your business | Ashlyn Writes

Reading Time: 9 Minutes As a creative small business owner, you know that there are times you have to work IN your business—that includes the agency side of business! Today, we’re going to talk about how to plan an immersion weekend and clean up client processes, set small business quarterly goals, and more. They’ll tell you that you got […]

What happens when you’ve written your website, you’ve written your work with me or a services page and somebody reaches out and you get a bite on the line to work with you? Ah, what next? Well, if that is you and you’ve ever wondered that before, voila. Today, I’m taking you behind the scenes of my client onboarding process. Starting with, what happens when somebody hits submit on the application that we have on my website to work with my business. Some of my students inside Copywriting for Creative¢s™ were asking about our client onboarding process, so, I just thought I’d do a post on it. 😉

My exact client onboarding process | Ashlyn Writes

Essentially, I’m sharing what I’ve learned from booking more than $523,000 in services for my business—on the agency side of my business. I have learned so much—which is a nice way to say I’ve messed up and screwed up a ton along the way. 😉 If you think you’ve messed up your client onboarding or processes before, I’ve done it too, I promise you. Butttt now I have this *great* video and these learnings to show for it…right?!

If you’re ready to get into this and clean up your own system, let’s jump in!

⬇️Don’t forget to to click here or down below to grab your FREEBIE: My Client Welcome Magazine Template! ⬇️

 

Client Onboarding Swipe



Phase No. 1 | Marketing Productized Service

I’m breaking my client onboarding process into three phases, part one, actually marketing your productized service or whatever it is you do. Okay, so I’m a toddler mom and my toddler is currently very into car washes. So let’s land there for a sec as an analogy because when you’re buying a car wash or going through, you’re pretty clear on what you’re getting, right? You see the menu, they’ve made it easy for you, you can pick which kind you want, basic, bells and whistles, add on the a la cartes. That is a productized service.

They’ve taken a service, washing cars, and broken it down into very clear delineated deliverables that you can understand.

You’re doing the same as a service provider in your business, and you’re breaking down exactly what you can do, what goes inside of it, and it is a productized service. *Meaning* it is boxed up, you understand how long each part takes you, you understand exactly what you’re doing at each point of the process.

Sooo tough love moment potentially for your clients but you’re the expert—you probably know what they need better than they know themselves. That’s just the nature of being a service provider. You do this all day every day. You have to be able to message and sell that to them well—everybody thinks they’re a special snowflake. I mean, I totally think I’m a special snowflake when I’m buying different services that are out there.

BUT if somebody is smart and they can explain to me why they have their process set up the way they do, why I’m going to need certain pieces that can’t be left off even if I don’t feel like I should be paying for them, if they can explain that to me and why it works, I’m in.

I’ve got a video coming out soon where I’m gonna talk through what I have learned from crafting services pages for clients, teaching students how to do it, and then also writing our own website and relaunching that. So hit subscribe so you don’t miss out on that but let’s back up.

In this step of my client onboarding process, I want to talk about actually presenting that carwash menu to your clients because that’s the first thing they will see on the website—that basic menu. From there, they’re gonna fill out an application and given they have the budget for one-on-one work, I’m gonna send them the pricing magazine—I’m covering that here in step 2— & also a link to book a discovery call.

>>> Two things here <<<

  • #1 If you’ve never studied how to sell on a discovery call before, run, don’t walk. It has been crazy helpful for me to learn how to get confident on these. You can watch this training I have where I talk about our sales call workflow and how I learned it and had to study it, because it did NOT come naturally. I used to ~*freak out*~ before them.
  • #2 Some people find the best thing is to immediately go to a paid consult. I think that’s a great strategy for some people, it’s not for me, but I did wanna throw that out there as an option for you to kinda get in the weeds and see what you could do for somebody.

Ok, back to that discovery call—one of the big changes that I made this year, it has been amazingly helpful, I’ve started having pieces of my workflow and the process that we do with our clients pulled up in tabs. So when I had this video call and I’m talking to people about what I could do for them, I’m able to reference them along the way. It it seems SO simple but it has been immensely helpful.

Related:How to Manage Clients: My Trello & HoneyBook Workflows

Takeaway tip—have a visual aid ready to show your potential clients as you get in that discovery call or coffee date session or whatever you wanna call your sales process. I also highly recommend being able to hop on this call and have your workflow broken down week by week. So you’re actually able to tell them the date that they could get started with you, and then by week four, you’ll have this, this and this, we’ll wrap up by this week, and you’ll have this, this, and this in hand. That way you can kind of future pace them and say, “So if you book today, we’ll be wrapped up by this date and you’ll have everything in hand.”

Another tip I’ve learned along the way—hold the date. I like to tell the potential client, “I’m not gonna try to sell this date out from underneath you. You can consider it yours. I’ll pencil you in for X number of days. Think about it and then I’ll check in with you.”


Phase No. 2| Pricing Magazine

I want to jump in and zoom a little bit in on the pricing magazine portion—AKA at the car wash menu. Y’all know I love HoneyBook. I’ve been using it as our CRM for probably since month three in business. I tried other ones and this is the one that stuck and I’m never gonna recommend something that I don’t actually use.

Another big change this year is that we flipped to using what HoneyBook calls Flows. HoneyBook has a few tools that you could use for your pricing magazine, like a brochure, a flow. Basically what I was looking to do is come up with kind of a website interface-ish. Let me explain.

So we used to have a PDF actual magazine of this for clients. You reached out, you got a PDF, but the issue that I ran into is anytime we needed to edit something in there, I had to open up in design, make the edit, download it as a PDF, upload it as a PDF, then go in and relink every single hyperlink that pointed to that during the client onboarding process—that’s for the birds. So I switched and being able to go in and actually edit at flow or a brochure in HoneyBook was just much more of a nimble approach.

Here’s some tips here for your pricing magazine. I tell my students this all the time but do not be afraid to repurpose copy that you’ve used on your website about your service or your offering. Use that again in this guide, use your bio copy again. People need to interact with messages a few times for them to actually see it and for it to stick.

I find it helpful to have a page or two that talks about me, my team, how we work. I’ve also found it really helpful to have a page before I even bring up the menu, the carwash menu, where I’m talking about my philosophy and why I’ve structured things the way that I have. Then I go into page by page a breakdown of the tiers of offers that we have. The CTA, the call to action, of this whole flow or pricing magazine of sorts is to book a discovery call or a sales call. Again, there’s that video you can watch on the details there.

+Let me flip the camera around and show you how that part works in HoneyBook because they can book directly from here to a link to go to my calendar. +


Phase No. 3| After they get signed, spell out their tasks dummy proof.

So to recap: 

✅They saw your website and they reached out

✅They understood the carwash and the offerings and coupled that with some sort of sales call where you’re really jumping into what you could do for them

✅You’ve gotten them to sign your proposal, and you’ve sent that over, you’ve got your payment in and everything.

➡️➡️Now for our clients, this is when they get their welcome magazine and their onboarding kit.

One of my biggest takeaways in something I’ve messed up on in the past here—do not delay. Try to get this to fire immediately.

Have you ever made a big purchase before and didn’t know if it went through or didn’t receive any confirmation? I actually ordered a piece of furniture for my office a few months back and I did not get an immediate email confirmation. Days went past and I reordered it and then I got two at once and it was just so confusing, I had to send one back.

Make sure the confirmation or this welcome kit fires immediately. This is probably when your client is most excited about working with you. And they’re probably also having a little bit of the sticker shock. They just paid so much money. Get them excited. Keep riding that momentum wave.

(Again, I have a FREE Welcome Magazine Copy Swipe file that you can use and start working in your business—you can grab yours here. )

We deliver our client welcome magazine, again, like a flow in HoneyBook, that’s what the term is. It’s gonna break down how we best communicate when we’re online, how this process is gonna work for them, etc. This is linked in the big email copy they get where I’m also breaking down step-by-step what I need from them to get started.

I usually have this rule in client emails that every client communication piece needs to only have one call to action at the end in the question mark form—butttt I break my rule in the first email they get—I’m gonna outline instead for them all the pieces that I need to get going on this.

One more tip—I’ve found emojis are very helpful here to show them exactly which pieces I’m going to need, like the checkmark (✅) boxes.

Then I’m gonna sum it all up with a final CTA that says, “I’m gonna need all of this in place by this date so we can get started.” I know this was a lot in this video and kind of all over the place, but I am so passionate about the client experience process and always looking for how I can improve that. I wanna be a good service provider and step in kind of hopefully with the servant leadership heart, but I also wanna scale my business at the same time.

If that’s also you, I hope this video was helpful, and make sure you grab that welcome magazine Swipe as well. I think welcome magazines are such a good way to get on the same page with your clients when they’re starting to work with you.


So now you know how to onboard your clients well, but what about offering them some sort of a VIP day or a day rate option? Should you do them, should you not? Well, I’ve got a video here where I’m jumping into what I’ve learned from offering day rates over the years.

Go out there and serve your clients from a place of more rest, less hustle.

⬇️Don’t forget to to click here or down below to grab your FREEBIE: My Client Welcome Magazine Template! ⬇️Client Onboarding Swipe-Ashlynwrites

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My Exact Client Onboarding Process | Ashlyn Writes

 

Reading Time: 9 Minutes What happens when you’ve written your website, you’ve written your work with me or a services page and somebody reaches out and you get a bite on the line to work with you? Ah, what next? Well, if that is you and you’ve ever wondered that before, voila. Today, I’m taking you behind the scenes […]

If you’re considering day rates for your business, you may have a lot of questions about how to ensure your day rate strategies are going to work for you. In this post, we’re going to dig into how to set up a day rate or VIP day, the day rate agenda, and a few must-know day rate tips. I’m sharing with you everything I learned from offering day rates in my business for two calendar years, because I want you to be able to hear my workflow process, pros and cons, and be able to decide what’s best for you.

Make sure to read until the end because I’m going to give you my full pro and con list, because I want you to be able to decide what’s best for you and your business. I counted up around 17 of these we’ve done in my business over the years, clocking in and around 62K, which has been great as far as the cash injection, but like I said, learned some things along the way.

 

I remember where I was, working in a marketing agency about 10 years ago, where I first heard this axiom: “Do you want it good, fast or cheap? Because you can have two, but you can’t have all three”….Well now, isn’t that the truth?!

And if you are a freelancer, a consultant, a creative small business owner, or a service provider, you’ve probably felt like that before. But as you work as a service provider and you perform your craft for people, some typical objections usually come up when you’re trying to sell what it is you do. Sometimes you can have a waitlist or there’s the pricing for your full package that can be a little bit of a sticking point. Maybe the client needs something pretty a la cart and off the menu…

Enter: a day rate or a VIP day.

What I mean by a day rate or VIP day is that you’re offering a whole dedicated day spent with a single client in a one-on-one format that’s really allowing you to deliver as much of a set goal as possible.

Here’s my hot take—I think every service provider should consider VIP days or day rates for a season in their business, but I would recommend that you sunset them at some point in your business in lieu of your productized service.

With that said, let’s get to it.

⬇️Don’t forget to to click here or down below to grab your FREEBIE: My Client Welcome Magazine Template! ⬇️

Welcome Magazine Copy Swipe


 


No. 1| How to Set Up a Day Rate or VIP Day Agenda

Like I said, I’m a copywriter. So my take on all of this is coming from that being the “deliverable.” When it comes to interaction with your client, you may need more or you may need less, but I think this basic agenda will help you outline your VIP days.

There’s probably going to be some little combination of you holing up to make magic, and then you checking in with the client to show off your work or get questions answered. Now in step two, I’m going to talk more about selling the day rate, but here’s the thing I’m pretty staunch on—it’s called a day rate or a VIP day for a reason. I want to lock into a one day period, a one day work period, as much as possible. So I want minimal overflow going into other days. 

For the agenda, what this means is before I start the day with the client I’m already spending one hour of this whole day, looking over this project, looking over everything they’ve submitted before spitballing ideas and trying to really wrap my head around what I could do with this.

This also means that before the call I’ve onboarded them well. I’ve pulled a quick and dirty sampling of how I would fully onboard full service clients and I’m getting them to go through this. I have sent along a welcome magazine, I’m asking to upload certain things in a Google Drive folder. I’ve even sent over some HoneyBook questionnaires and things where they can give me back the details and the info that I need to get going on the project.

(By the way, if you want a sampling of what your welcome magazine could say, I’ve got a free swipe that you can grab and plug and play in your own welcome magazine as you onboard your clients well, and try to prepare them for the service that you’re providing. You can grab that here

 

VIP Day Agenda

Back to the agenda. The day then starts with a call with the client to say good morning, and me to ask any questions I have from the intake process. This can be virtual, or obviously, it could be in person, but this is a chance to say good morning and share your plan of attack, this is what I’m recommending, this is where my time is gonna be allotted throughout the day. I’m gonna work on this for this amount of time, this for this amount of time.

One tip here—personally, I didn’t like to time cap that first call and say, it’s gonna be an hour, it’s gonna be 30 minutes. My time was better spent trying to get off that call so I could spend my time on more important things and actually begin working on the deliverables. My main goal on that first call was to say can you confirm this is what’s most helpful for you because this is what I’m thinking.

Then next part of the agenda, the next 5-6 hours or so is me just working on the thing.

A few tips for you here. It can be so very hard during a day rate or a VIP day to think, the client is paying for my time, I can take no breaks whatsoever—but—over the years I learned a couple of things–>

  • #1 It actually did work a lot better if I took a 15, 30 minute lunch break, did not eat over my keyboard, and actually stepped away. That was a more productive use of 30 minutes than trying to do two things at once.
  • #2 I talk about this app all the time, but it’s that great. Focus keeper. It’s a free app that you can get and download and it would help me go with 25 minutes on five minutes off.  I would take breaks during the day, but be very focused and intentional when I am working on the client deliverables.

Another tip I have as you craft your agenda is to ask your client to be on call and available throughout the day. Specifically, I would do is ask my client to be available for a check-in call during the day at one o’clock in the afternoon—kind of a midway point. I would email them before and either say, yes I do need to hop on the phone with you. I’ve got some questions, I’ve run into some sticking points or blocks. OR I could email them and say, you know what? I am rolling. I’m doing great. Let’s just talk at our later time in the day.

My days would wrap up around four o’clock with the client—this is where we would get on a longer call, an hour, maybe an hour and a half. This is their chance to ask strategy questions. It would also be my chance to present the deliverables that I had drafted during the day and created for them.

That in a nutshell is the basic agenda of a VIP or a day rate.

>>> Related: How to Create a Welcome Packet: Copy to Include (and Omit) <<<


No. 2| How to Sell a Day Rate

So VIP days, if you’re doing them right, you’re not selling so much of a finished, polished, perfect deliverable as you’re selling the time working focused with YOU.  If you’re selling the finalized deliverable, then that’s just your service—your full service. If I’m buying a VIP date from you, I’m expecting I’m buying a block of hours where you just focus on me and my problems and solving them.

Here is why I absolutely love and believe in VIP days—you get dang good at figuring out how long a part of your process takes you. It ends the guessing game, your back’s up against the wall a little bit and you ~reallyyy~ have to figure out what you’re made of and how you can turn this deliverable around.

This is not as much of a benefit to the client, because it’s assuming that you’ve got a perfect scenario on your plans and that you’re going to run into zero hiccups along the way. The day’s gonna go absolutely beautifully and smoothly—which I *hope* it will. But by and large, there’s just gonna be gaps in things along the way.

This is why it’s so hard to be able to sell to your client and tell them yes, by the end of this day, you will have X, Y, and Z polished and into your hands. Legally, at least for a lot of us service providers, that’s really hard to predict.

But you’re the practitioner. You’re the professional. You’re like that farmer who can like their fingers, stick it in the air, and tell exactly which way the wind is blowing. You know enough about what you do to be able to spitball and tell me about how long it’s gonna take you. You should be able to give me a rough estimate of what you could get done in a day rate.

So if you’re gonna sell day rates or VIP days, you need to get dang good at explaining that the deliverable is time to your potential clients.

On that discovery call (or client magazine/on your website work with me page)—you’re helping them put apples to apples so they can understand they can either get the full-service package and get everything done and dusted. Or they could get the VIP day, which is a little bit more of a rough, quick and dirty way that they could get to the result they’re looking for.

“The price of anything is the amount of life you exchange for it.” Thoreau said. Pricing these needs to be way down off your full-service price, but it needs to be high enough that it accommodates for that pain in the booty factor, the PIA factor—’cause they’re exhausting.

To wrap up selling a day rate, essentially the game is managing expectations 150%. It’s pretty easy to sell the pros when you’re talking about this with clients, they get to skip the waitlist , they get a fraction of the full-service price, they get your full attention— an incredible bang for the buck. BUT you can’t guarantee results because you’re on the clock.

So one other tip here before I wrap this one up make sure that you have a solid tight contract in place. I’ve used The Contract Shop for mine, riffed off of that to create the day rate template that we used for years in my business—it’s a great start.

You’ve got to have an airtight contract if you’re gonna be providing a day rate of VIP day. 

>>> Related: The Sales Call Workflow I Absolutely Swear By <<<


No. 3| Pros and Cons of a Day Rate or VIP Day

Okay. Finally, I want to boil this down to the pros of a day rate or a VIP day.

Pros of a Day Rate/VIP Day

  • The cashflow factor. Heck yes. These can absolutely boost your bottom line. Especially if you’re in a season of business where you’ve got these random days where you can’t quite fit some other tasks or jobs. Just selling them as day rates can be a great way to get a cash flow injection.
  • It is a killer offer and a great chance for a client to get what they need. They skipped your waitlist, they roughly got something that they were looking for outsourced and off their plate. They did it for a fraction of your full price and they’re just having to deal with the fact that it’s not *perfect* or maybe as good as you could have done if you did it in a full package.
  • You really see what you’re made of and how long bits of your process are going to take—that is killer insight.

Cons of a Day Rate/VIP Day

  •  I found them unbelievably exhausting. I remember thinking, Oh my gosh, I can do one a week and make a bank doing these, but that was not sustainable. And here’s why. After that end-of-day call would end, I would find that I’d usually go back and be tying up some loose ends, putting things up with a pretty bow, and also over-delivering and trying to clean up things just a little bit more. That’s not a bad thing, but before I knew it it would be 7:00 PM, and here I had spent 12+ hours on this one project day rate where I was initially just selling seven hours. That pressure to get the absolute most bang for the buck is super high on a day rate.
  • They can be difficult to sell and communicate to the client that you can’t really guarantee what they’re gonna get.
  • You can forget about turning in perfect work. Remember those timed math tests that you had to take growing up? That’s kind of what it feels like. You don’t have the chance to go back and clean every single bit because you’re on the clock and they bought a day. So mentally you have to deal with that.
  • Time zones can be tricky too. We ended up finding some workarounds and things that worked if we had a client in Australia, for example, but we did that a good few times. So you do have to come into thinking about, especially if you’re working virtually, how it’s gonna work via time zones.
  • The biggest con or reason that I decided to pull day rates off of our menu of client services— I didn’t like not being able to guarantee results as a conversion copywriter. I did not like being able to say, here’s the very best sales page I can churn out or website copy piece I can turn out, email funnel I can turn out for you within this time constraints. I don’t know. I can’t babysit it. I can’t look at it and tell you if it’s really going to work or not, because this was just me spending some hours today churning it out. As a copywriter, I like being able to say, this is gonna get you lift on your funnel. I’m going to predict it. If not, we’re gonna dig back in and try to figure out what went wrong along the way. I like being able to touch multiple pieces of a funnel as a copywriter. So ultimately for me, I’ve just decided to pull them off.

But like I said, I learned so much along the way and would recommend at least considering them.


Now that you know how to discern if day rates are right for you or not, you’re ready to sell them and market them to your email list then make sure that you watch this video on my YouTube channel—I’m digging into some of my very best email marketing copy tips—I think you’ll like it.

Comment below any questions that you may have, and be sure to share this with your business buddies. Here’s to working from a place of more rest, less hustle—even on this crazy day rates.;)

⬇️Don’t forget to to click here or down below to grab your FREEBIE: My Client Welcome Magazine Template! ⬇️

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Reading Time: 10 Minutes If you’re considering day rates for your business, you may have a lot of questions about how to ensure your day rate strategies are going to work for you. In this post, we’re going to dig into how to set up a day rate or VIP day, the day rate agenda, and a few must-know […]

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