Intro
Private Message
Template
After The Chat
FAQs
Self Rating Tool
Private Message (Warm potential Clients)
1 | INTRO
Intro to this Template 🌻
This template can be used for ANYONE and EVERYONE that:
1. You like and are happy to spend time with.
2. Would probably know who you are.
3. You'd be open to having as a client.
You can reach out to these people on ANY platform... text, email, FB Messenger, Instagram DM.
It's even better if you record audio or video messages for them.
This template is non-confrontational... and not salesy. If you follow the steps. It can gracefully lead to consults or referrals.
Personalize the messages below to fit your voice, but don’t change them too much, because you'll lose the power and efficiency of this template.
2 | PRIVATE MESSAGE TEMPLATE
Stage 1: Open The Conversation
Opening Message
1a | Connect 💖
Hi _______ (Name)!
I was thinking about you this morning!
How are things going for you lately?
1b | Acknowledge 💎
Hi _______ (Name)!
Just a quick note to let you know that I appreciate _____ about you!
How are things going for you these days?
1c | Good News 🍀
Hi _______ (Name)!
I saw that you _____________ (just bought a car, your son graduated, just got back from Italy...)
Sounds amazing! How are you doing?
1d | Challenge 💪
Hi _______ (Name)!
I was just thinking about you this morning.
I know you’ve been going through _______ (challenge from social media post. or past conversation)
How are you doing now?
When They Respond (or Don't Respond)
1e | They Responded
(Zoom Invite) 💻
💌 Option 1 | Serve 🌎
I might have something that could support you with _______ (an area they might be looking for support).
And, I have a question* for you as well... do you have a few minutes to hop on a Zoom call?
💌 Option 2 | Connection 🔥
I'd love to hear more about ______ (what they shared about)... And, I also have a question I'd love to ask you as well...
Would you be up for a short Zoom Call, so we can ______ (check in more deeply)?
🌱 Next Step
Go to Heartselling™ Conversations (with Potential Clients) Template ↗️
*Note: The question mentioned above is in the Heartselling™ Template: "Do you know of anyone who has _____ (problem) and is looking for _____ (result)?
1f | They Responded
(Keep Messaging) 💌
💌 Warm Message 1
💎 Acknowledge & Reflect
I know you're doing ______ (their work,
e.g. running a business, teaching yoga).
How's that been feeling for you lately?
💌 Warm Message 2
💎 Acknowledge & Reflect
It's so interesting that you said __________!
Because the way I would describe my work is
__________ (Short Code) including credibility).
I'm curious to hear how that lands for you,
🌱 No Interest Yet
Go to 2a ⬇️
🌱 They're Interested in Your Support
Go to 2b ⬇️
1g | They Didn't Respond 😐
🌻 Mental Prep
Beginning chats with new people means you have unlimited potential clients. And.. you can expect that you won't hear back from many of them.
It's not personal... just part of the game. You can use 2 or 3 of these "No Response" templates at ANY point in the conversation when 2 days pass and you haven't heard back.
💌 No Response 1 | 2 days later
Hey ________ (Name)! Just wanted to make sure you got my message _____ (from 2 days ago)! I hope you're doing really great and I'd love to hear from you!
💌 No Response 2 | 2 days later
________ (Name), I hope everything's okay with you. If you’re super busy, no problem, shoot me a message when you get a moment.
💌 No Response 3 | 2 days later
Hi ________ (Name)! I imagine you're really busy...
One last reach out to see how you're doing... Looking forward to hearing from you!
🌱 Still No Response
Bless them and ask the Universe to bring responsive people who would benefit from working with you.
🌱 When They Respond
Go to 1e or 1f ⬅️
Stage 2: Find Out What They’re Looking For 🤠
2a | No Interest Yet 😌
💌 Wealth / Deep Well of Resources
💎 Acknowledge & Reflect
I’ve got a deep well of resources from my ____ (many) years _______ (coaching/in the personal development world)
If you’re ever going through something challenging, I’m happy to help. Or if I can't help, I can most likely connect you with someone who can.
Do you have any challenges now that you could use some support with?
🌱 They're Interested in Your Support
Go to 2b ➡️
🌱 You Have a Referral For Them
Go to 2c ➡️
🌱 No Interest Yet
2b | Interested in Your Support 🙏🏼
💌 Discover More About Their Situation
💎 Acknowledge & Reflect
It sounds like you've been struggling with _______ (problem). What has this been like for you?
💎 Acknowledge & Reflect
And how do you want it to be?
🌱 Yes
Go to 3c ⬇️
2c | You have a Referral for Them 🌷
💌 Introduce them to Someone Great
💎 Acknowledge & Reflect
I have a friend (Thriver?) who might be able to support you with ________ (the support they asked for).
Would you like me to make an intro?
And if so, email, text, messenger?
Awesome! I'm happy to do that today!
🌱 Next Step
Go to 3a or 3b ⬇️
Stage 3: Share a Resource 🌷
3a | No Interest Yet
(Consult Invite) 😍
💌 Message | Who Do You Know...
(Consult Invite)
💎 Acknowledge & Reflect
I have a question for you, if that's okay?
As you _____ (may/probably) know... I have ______ (credibility).
And I love helping
_______ (people) get _______ (result),
without ______ (the thing they don't want).
I'm curious if you know any
_____ (people) who might have
_______ (problem) and might be looking to get ____ (result)?
I have ___ (3) _____ (name of Consult) sessions available this week!
Does anyone come to mind?
🌱 Interested in Consult
Go to 4a ⬇️
🌱 They Have a Referral
Go to 4c ⬇️
🌱 No Interest Yet
No problem! If someone ever comes to mind, let me know... In the meantime, is there anything I can do to support you? I know a lot of people and I love connecting great people!
3b | No Interest Yet
(Event Invite) 🎤
💌 Message | Who Do You Know...
(Event Invite)
💎 Acknowledge & Reflect
I have a question for you, if that's okay?
As you ______ (may/probably) know...
I have _______ (credibility).
And I love helping ______ (people)
get ______ (result),
without _______ (the thing they don't want).
I'm curious if you know any
______ (people) who might have
______ (problem) and might be looking to get ____ (result)?
I have ___ (3) Free Tickets I'm giving out today to my ______ (Name of Workshop) coming up on ___ (day)!
Does anyone come to mind?
🌱 Interested in Event
Go to 4b ⬇️
🌱 They Have a Referral
Go to 4c ⬇️
🌱 No Interest Yet
No problem! If someone ever comes to mind, let me know... In the meantime, is there anything I can do to support you? I know a lot of people and I love connecting great people!
3c | They Seem Interested 💙
💌 Message | Offer Support
💎 Acknowledge & Reflect
If I had something that could support you with _____ (problem), would you be interested in hearing about it?
🌱 Invite them to Book a Consult
Go to 4a ⬇️
🌱Invite Them to Your Event
Go to 4b ⬇️
Stage 4: See if You’re a Match 🙏🏼
4a | Interested in Your Consult 😍
💌 Message | Consult Invite
I’d love to offer you a
_____ (Consult Name).
I charge $___(Hourly Rate) / hour but I'd love to give this to you for free, as my gift to you!
Does this sound interesting to you? And, if we were to do this session together, what would you want to get from it?
🌱 Next Step
Go to 5a ⬇️
4b | Interested in Your Event 🎤
💌 Message | Event Invite
I’d love to invite you to the
_______ (Name of Event) because I think it will help you take some big steps toward getting ______ (result)!
Does this sound interesting to you? And, if you were to join us for this
_____ (1 hour online event),
what would you want to get?
🌱 Next Step
4c | They Have A Referral 🌷
💌 Message | They Have a Referral
Thank you. I would love to support _________ (Referral’s Name).
I can send an email to make it super easy to introduce us.
How does that sound?
🌱 Next Step
Send the referral email from the Get Referrals Template (section 4) ↗️
Stage 5: Ask For the Next Step
5a | They're Leaning In (Consult Invite) 😍
💌 Invite Message 1 | Book the Session
💎 Acknowledge & Reflect
Awesome! I'm excited to see you get _____ (result). Here's the scheduling link to book a session! If you can't find a time, let me know!
No Scheduling Link?
Great! Would ______ (date/ time) or ______ (date/time) work for you?
💌 Invite Message 2 | Confirm the Session
Awesome! I see that you booked our session! I'm looking forward to helping you get ______ (result)!
On our call, I'd love to hear more about what's going on for you and where you want to be ___ (3) months from now.... Then, I'll help you take some big steps towards getting _____ (result).
And, at the end of our call, we can talk about continuing to work together. No pressure, and I won't even invite you unless I think I can really help. Sound good?
💌 Invite Message 3 | Send the Zoom Link
Hi _____ (Name)! I'm so glad you're joining me!
Here's my [Zoom Link]
I'll see you on ___/day at _____ (time)!
Super excited to support you!
5b | They're Leaning In (Event Invite) 🎤
💌 Invite Message 1 | Invite to Event
💎 Acknowledge & Reflect
I'd love to offer you a free ticket to this event, because I'm really inspired by you and I'd love to help you get _____ (result)!
It's happening on ___ (day) at ____ (time). Would you like the link to join us?
💌 Invite Message 2 | Send Them Link to Your Event Page
Awesome!!! Here's the link [Zoom Link] to get a free ticket
to the _____________ (Name of Event)!
I'm excited to help you get ______ (result)!
I'll see you on ___/day at _____ (time)!
💌 Invite Message 3 | Send the Zoom Link
Hi _____ (Name)! I'm so glad you're joining us!
Here's the [Zoom Link] that you can use on ___ (day) at ____ (time)!
I recommend arriving 5 minutes early to get settled!
Super excited to support you!
3 | AFTER THE CHAT
After they say "Yes!" to Your Consult 😍
1 | Share your Success
Share Your Success & Learning in Thrive FB Group ↗️
2 | Book them in your Consult Funnel
Book them in your Consult Funnel (or another scheduling software) so they get your automatic reminder emails and/or text.
No Scheduling LInk Yet?
Copy / Paste Consult Funnel | Show Up Email 1 and email or text them the Zoom Link.
After they say "Yes!" to Your Event 🎤
1 | Share your Success
Share Your Success & Learning in Thrive FB Group ↗️
2 | Opt them into your Event
Enter their name and email into your Event Funnel (or event webpage) so they get your automatic reminder emails and/or text.
No Event Funnel Yet?
Copy / Paste [Event Funnel | Show Up Email 1] and email or text them the details including Zoom Link.
4 | PRIVATE MESSAGE FAQs 🌟
⭐️ How Do I Personalize this Template (in the Thrive Machine)?
Log into your Thrive Machine Account.
・Click on Thrive Funnels & Templates (in the upper left hand corner)
・Click Mastery | Templates
・Click "Get Consults" Templates (with Assets) 8,0
・Click Private Message (Warm Potential Clients)
・Click the Blue "Edit" (or "Edit in a New Tab") Button
[Video Walkthrough] How do I go from the Working Draft to the Preview Version? ↗️
[Video Walkthrough] Basic Editing Tools ↗️
⭐️ Should I Use These Templates Exactly As They Are?
These templates have been part of a system that has helped Thrivers before you book many thousands of consults.
Feel free to change the language within each message template to fit your personality.
But avoid changing the basic structure of the templates (because they simply work).
⭐️ Should I Reach Out to Friends?
Before you reach out to someone it’s important to ask yourself, is this a potential client, a potential referral partner, or both.
Anyone you’re connected with, including your friends and family, can be your best referral partners. Because they care about you and believe in you.
And, sometimes friends or family can make great clients. We have had some friends and even family members become Thrive Members.
In each case, we had conversations with them saying that it’s important that our friendship comes before business.
And we let them know that if anything ever comes up, to please talk with us about it so that things don’t get weird.
⭐️ Should I Continue to Connect with People for Years?
If you have people on your Potential Clients List that you have reached out to, they may have not responded, or they may have not had the problem you help people to solve.
However, sometimes people need to hear from you more than once or twice. Sometimes they need to know that you really care about them.
You can imagine that your people are like seeds in the garden. As long as you keep adding your love (sunshine, water) they will sprout when they are ready.
⭐️ What’s the Best Way to Reach Out (if you’ve already reached out)?
Hey Name! I appreciated ____________(a post you saw of theirs on social media).
Just sending you a quick note to let you know I’m thinking of you and want the best for you, especially when it comes to _______ (result).
If you need any support with that (or anything else) I am here. 😊
⭐️ How Do I Get More People In My Pipelines?
⭐️ What If They are Annoyed that I’m Reaching Out to Them?
Fortunately, you don’t need everyone to become your client. There are a LOT of people on this planet who would genuinely LOVE to work with you and be HONORED that you chose them to reach out to.
There is dignity in only having conversations with people who are respectful to you. So, if you continually feel like you’re bugging someone, you can simply take them off your list of Amazing Potential Clients.
That being said, before you give up on a relationship, it’s important to take an objective look at the situation. If you think someone is annoyed by you, they may be… or you may be projecting onto them… or they may just be having a bad day.
And, before you remove them from your Amazing Potential Clients list, it’s ideal to communicate courageously, using the 5 Elements.
You can write them or have a conversation where you say something like this:
Fire: Connection 🔥
If I’m bugging you I apologize. My connection with you is very important.
Earth: Service 🌍
My intention is to contribute to you in whatever way I can.
Metal: Acknowledge 💎
I think you’re _______(amazing) and I’d love to see you thrive.
Water: Curiosity 💧
But, if I’m rubbing you the wrong way, I’d love to know more.
Wood: Give them a Choice 🌱
And, if you don’t want my support, that’s totally fine as well.
And… if you’re noticing a pattern of people being bugged by you, then, you might want to inquire more about it...Are you making this up? Or, if you are bugging people, how are you coming across that is having that effect? What cues are you ignoring?
If you’re annoying people, it doesn’t mean that something is wrong with you or that you’re inherently annoying. It could just mean that you’re making one of the mistakes that people make when they’re trying to attract new clients.
1. Not using our Heart-Based, Proven Templates.
Most people are not taught how to have sales conversations. And, if they were taught, it was most likely a heavy-handed, manipulative sales system.
So if you’re just winging it, you might be unintentionally rubbing people the wrong way.
2. Using our Templates, but ignoring Lean-outs (which are inevitable).
If you are using our templates, might you be using them without really checking in for lean-in or lean-out?
Because any time you continue using our scripted template when your potential client is leaning out, it will come across as sales-y or annoying.
When there is a lean-out, it’s essential that you use the 5 elements to bring the lean in back… and return to our scripted templates only when the lean-in returns to an 8, 9 or 10.
⭐️ What If They Think I’m Just Reaching Out Because I Want Their Money?
Anyone who reaches out to anyone wants something. They might want friendship, they might want a date, they might want a business relationship.
But, anyone who reaches out to another human always wants something. There is nothing wrong with wanting something.
The question is: what do you want? If you are primarily seeing them as a number or a dollar sign, they will feel it. If your primary intent is to contribute to them, they will feel that also.
Before you reach out, it’s ideal to get clear about your heart’s true intent.
Then lead with that. If you’re 51% focused on serving them and 49% focused on inviting them to become a client, you’re in good shape to be able to contribute to their life.
Because ultimately, you got into this business because you believe that people becoming your client will ultimately serve them way more than a few private messages back and forth, right?
⭐️ What If They Don’t Respond to My Message?
This is why business is a spiritual path. Because without an answer, you're left to wonder why they didn't respond.
If you have a kind and loving story, you won’t take it personally. You might wonder if your text was delivered.
Maybe they were super stressed or super busy, and wanted to respond, but just didn’t get to it.
Maybe they saw it, and responded but forgot to hit send. Or maybe their phone got stolen… who the heck knows.
But if you’re making it about you with thoughts like:
"They don’t like me." "They think I’m trying to sell them something." "I’m bugging them, etc." "These can be very painful..."
If you get triggered, it’s a great opportunity to do the inner work.
Doing this inner work over and over again is what makes you an amazing Transformational Leader.
Each time you do the inner work, it’s like polishing a stone that will shine more brightly.
The Work of Byron Katie can be a great resource for this inner work: www.thework.com
You can also bring these triggers to:
» Inner Game Wednesday Calls with Jesse
» Money Breakthrough Calls
» Coaching Calls with your Thrive Business Coach
» Another Thriver You Trust 💙
⭐️ Why Would They Need My Help?
You may not be Oprah or Tony Robbins or ___________ (fill in the blank with your favorite transformational leader), but you are YOU.
You have had many years on this planet where you’ve learned lessons and gained wisdom and compassion. You have a unique story that many people could be inspired by. You have unique teachings and unique ways of expressing those teachings.
And, you have unique credibility that nobody else on this planet has.
Even the people who look like they’re always doing great on social media have bad days and bad months… They still have unmet needs and desires.
Everyone needs support. If you reach out at the right time with a kind offer of support, you might be an answer to their prayer.
⭐️ What Can I Say If They're Upset?
Always:
💎 Acknowledge & Reflect
💌 Message | Win/Win
My intention is to create a win/win for everyone. I'm sorry if that's not coming through. How can I best support here?
💌 Message | You Are Important
My relationship with you is important to me. Would you like to hop on Zoom to check in and reconnect?
5 | SELF-RATING TOOL 🤍
Why Did We Create This Self-Rating Tool?
So you can see exactly what it will take to master this template (and track your progress toward mastery).
Be gentle with yourself. Mastery takes time. And love. And tenacity. If your score is low, get support. You will be better able to reach your people when you master this.
How Close Are You to Mastery?
1–3 ⎯ “I’m on My Way”. Get support from Your Thrive Business Coach to raise your score.
4–6 ⎯ Good. Better than 90% of entrepreneurs. Time to use this template with potential clients!
5–7 ⎯ Great! You should see great results when you use this template!
8–10 ⎯ AMAZING! You have attained mastery that will make you magnetic to clients.
Let's Rock This!
Many Thrivers are making 6 and 7-Figures because they had the audacity to use templates before they felt ready.
If you scored 1-3, get support. If you scored 4+, you are ready enough. Start now, and watch yourself soar. You are unstoppable!