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Back-End Bank
Improve profitability by designing your client experience to get more referrals, retention and repeat buyers.
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Welcome To Back-End Bank
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Suggested Timelines for Back-End Bank
The Core Offer
What Is The Core Offer?
Evaluate Offers & Results
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Audit Your Offers
Map Offers To Existing Assets
Draft A Solution Menu
Design The Opportunity Stage
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Decide How To Welcome Clients
Decide How To Do Discovery
Map Out The Obstacles Stage
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Decide How To Diagnose
Decide How To Align
Checkpoint: First Steps
Deliver A Solution
What Is The Solution Framework?
Define Your Solution Menu
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Scope & Size Your Front-End Menu
Set Your Back-End Menu
Add The Menu To Your OS Manual
Design Client Progress Checkpoints
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Set A Checkpoint Rhythm
Establish Checkpoint Logistics
[BONUS] Consider Rolling Cohorts
Implement Your Default Front-End
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Prioritize Nice, Need, and Want
Update Your Project Plan
Do The Work!
Checkpoint: Midway Point
Master The Sell
What Is Mastering The Sell?
Craft The Outcomes Stage
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Decide How To Evaluate
Scripts For Evaluation
Decide How To Transition Clients
Map Your Back-End Flow
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Decide Back-End Logistics
Adapt Your Front-End Flow
Create An Implementation Timeline
Stack Your Revenue
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🤩 BONUS: Revenue & Capacity Calculator
Set Your Prices
Reactivate Past Clients
Checkpoint: Wrap Up
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Course Includes
16 Action Items
26 Steps
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