Humanizing your funnels isn’t just about better conversions — it’s about building connections. In this episode, heart-centered marketing architect Rebecca Bertoldi joins Juliet Clark to show how marketers can create emotional, authentic experiences that make audiences feel seen and valued. Learn how to better understand your customer using simple research hacks, craft personalized journeys that speak directly to each subscriber, and remove false scarcity to build trust. Discover how to add transformational “aha” moments that turn casual readers into raving fans, and how spotlighting your audience as the hero can make them feel good about themselves — and about saying yes to you.
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How To Humanize Your Marketing: 5 Connection First Funnel Fixes That Convert
Ad Overload And Annoyance
Welcome to Promote, Profit, Publish. I’m your host, Juliet Clark. We have Rebecca Bertoldi again. She’s going to talk to us about humanizing your funnels. I don’t know how many of you guys are using AI now inside of your funnels, but you always have to check AI and make sure that it’s using your voice correctly. A lot of times, I’ll put in sassy, and it’ll come back with something that I absolutely would never say on there. It’s more like kid slang instead of adult slang. Rebecca, do you want to take it away? Tell us who you are and what you do. It’s all yours.
Thank you for having me. Welcome, everybody. My name is Rebecca Bertoldi. I’m a digital marketer. I’ve been referring to myself as a heart-centered marketing architect. This is because I love to build experiences that will draw new clients in and will make that connection. We’re going to go through some of my favorite ways to help people have that emotional connection with you and to make it a memorable experience.
There are so many different ways that companies are trying to get our attention. A lot of them are, in my opinion, quite annoying. They’re doing this because, as a society, we need more and more touch points. We need more ways to get in front of us because there are so many more ads being shown to us these days. I’ve said this a few times in my presentations. When I was in college, which we don’t have to talk about when that was, but it was a while ago, there were 3,000 ads that we would see a day. We’re up to over 10,000 now. Can you imagine if we stopped and thought about how many different promotions we were exposed to? It’s quite a bit.
That’s why a lot of companies have gotten so aggressive with their marketing and are trying to be in your face. I know that there’s a way, because I do it every day, to connect with people, not be annoying, and still build that relationship. I cannot wait to dive into this. Before I start, I’m curious, by a show of hands, how many people have marketing out there that people are not responding to at the moment? Maybe you have some ads running out there. I see this a lot. Again, we are overwhelmed with ads. We’re going to see how we can stand out and make this work for us.
As Juliet mentioned, I do want to take questions as we go. Please feel free to interrupt me. Take yourself off mute. Kristy, if you wouldn’t mind, check in the chat for me. This is because I know that what we’re doing is new to a lot of people. I want to make sure that we are addressing your questions as we go, so you can come along on the ride with me. I promise to share my tips for creating emotional connections in digital spaces. I’m going to show you some of the tools I found along the way that are helpful for this and tell you how we can create your next funnel together.
Boosting Engagement Through Personalization
Who am I? I live here in Connecticut. I’ve been in marketing for over 24 years. I work with coaching and wellness brands to build those funnels to build online experiences. It’s something that I love. I love working with coaches because I feel like this is how we’re going to change the world, by helping people to be the best version of themselves. That is where I like to focus my efforts. I am definitely a big old data nerd. I love to run tests. I love to look at all the information that we have and make data-driven decisions. I have three fur babies that are like real children most of the time. That’s a little bit about me.
Let’s get human. For 2025, 73% of consumers said they prefer a personalized shopping experience. What does that mean exactly, a personalized shopping experience? How do we do that for individuals who are coming to our site? There are a lot of ways that we can make it feel like it was made for them, simply by asking a few questions ahead of time.
When we’re looking at this, do we know if it’s worth going through all this? Is this effective? The method I’m going to show you is something that increased the event show-up live rate from 52% to 88%. That’s a big jump. To get 88% of people who registered for a virtual event on your call and are excited to be there is a big deal. This tactic also increased the revenue per attendee by 61%. In this case, that translated to $1,000 per attendee, additional than they were expecting. This was from having an email sequence that connected with the people who signed up and helped them to start transforming from day one.
When we’re looking at our sales funnel, we’re taught to put people at the top, and they’re going to come down that way. I want you to see this a little differently. Let’s look at this more of the people at the top are aware of their problem. This is a big distinction because people are always like, “Here’s what I do. I can help you with my programs, X, Y, and Z,” but your programs don’t necessarily matter at these early stages of the buyer’s journey. We’re looking at the top, being problem aware.
They’re aware of what’s bugging them every day. They can be solution aware. They’re aware of what may solve that problem. They’re going to choose a person to help them solve that problem. They will evaluate that person, and then they can become super fans. We love super fans. Super fans are the ones who are always talking about us. Anytime they’re around other target audiences or other business owners, they’re talking about how much you’re doing for them. They are going to be some of your best referral sources.
Super fans are the ones who are always talking about us. They are going to be some of your best referral sources. Share on XWe want to take a look at the prospect’s journey. We’re going to start with tool number one, which is meeting people where they are in the buyer’s journey. Let’s take a look at problem aware. I wanted this to be a little bit more interactive and have you guys actually write down some of these answers so that when you are done with this call, you have some places that you can take action on right away. If we’re looking at problem aware, write down five questions that your audience might have at that stage. This is typically their pain point.
Exploring Stress And Information Seeking
Further down, when we are looking at all of this and how we put these pieces together, I’m going to use an example of the problem that there’s too much stress in someone’s life. If we’re thinking about stress being the problem that they are aware of, they’re going to say, “How do I reduce my stress?” They’re not necessarily going to say, “Who can I work with to lower my stress?” That’s not always people’s first instinct these days. We are in a world of information.
People will start by googling it in a lot of cases. Our younger generations are now just asking ChatGPT about it. They may go in and say, “How do I relieve some stress?” In this exercise, I want to take a few minutes for you guys to write down some of those questions. If you have any questions about the questions, this would be a good time to unmute. If you have seen some of the problems that your audience is experiencing, what are those problems? What are they experiencing before they even know that you exist? We know stress is something that happens in everyday life. When people are looking at stress, they may not be like, “It’s probably my mindset.”
That’s not the first thing they go to. A lot of people, if they’re not in this kind of work, may think, “My boss is causing me a lot of stress,” or all these outside influences. We know as professionals that it’s all controllable within us. When we’re looking at these questions, we are focused on the problem, but we know we need to make that transformation for them when they are going through your funnels. How are we doing? Does everyone have a couple of questions written down about the problem itself? I am getting some thumbs up there.
We’re going to go to the next phase here. We’re going to look at solution aware. Let’s say, for example, we’re going to stick with our stress situation. Now they know stress is caused by an imbalance in our lives. Perhaps when they were looking at the problem, you had educated them about how stress gets into our bodies and how stress becomes a thing in our minds. The solution could be that you have some self-care. Maybe the solution is a meditation that will help center them. There are a lot of different solutions that you can provide. What we want to do here is give them something quick and easy that they’re going to get a win with.
Quick Stress Relief: 5-Minute Meditation
We’re going to look at this journey a little bit more closely and as a whole. For now, let’s talk about looking at that initial problem that you had. What are five questions that your audience would be asking about the solution to that problem? What would they want in a solution that would make them want to buy it? Do they have a budget for that solution? If we are showing people how to relieve stress with a five-minute meditation, that can be a time constraint. If somebody has time constraints, you’re like, “We can help you de-stress five minutes a day. That’s all you’re going to need.”
This is where we’re going to dig into, “What are they asking about?” With most people, when you have your target audience and you have a niche down, you will know what their day-to-day is like. What are they feeling? What are they experiencing? Some of the questions I like to find on a website called AnswerThePublic.com. If you were going to a search engine and you put in a topic, it’s going to give you all the questions asked about that topic. This is wonderful for social media content, by the way. When we can answer people’s questions, it helps them to feel like we know exactly what they’re feeling and what they’re experiencing. AnswerThePublic does a great job of that.
I am doing a quick check-in with everybody. How are we doing with this next set of questions? I’ll give you one more moment. Take your time with it. As we look at this journey together, you’re going to start to see how you can bring somebody from maybe being in a cold audience or not knowing who you are, and how you can help them to transform within themselves and get to one of your levels of service that you would love for them to be in. Maybe that’s a group coaching program. Maybe it’s one-to-one work consultations.
To get them to that point, we want to build that trust. That’s what this is going to do. It is the same for the consideration stage. What’s important when they’re choosing a guide? Now that they know there are people out there who can help with their stress relief, what are they going to be looking for in that person? It is not just about the solution or the product. What is it that they want from the guide that’s to help them?
I have a question. Is there a particular stage where it’s good to share your own journey with it? It seems like in this stage, how I got here and then how I can help you get here so that you’re living a more peaceful life. Is that part of this part?
Yes, because when somebody is choosing to work with us, they’re likely going to see something in you that they see in themselves. There’s a connection there. Sometimes, that connection is that they’ve also walked in your shoes a bit because we know life is too short to learn from our own mistakes. We want to learn from other people’s. How we can show them that we’ve been where they are and we’ve achieved what they are is a great way to put that. It’s a great piece to put in here.
When somebody is choosing to work with us, they're likely going to see something in you that they see in themselves. There's a connection there. Share on XSeek Guidance From Experienced Mentors
There was a coach that I had when I first started my personal development work. She always said, “Don’t ask someone for directions who hasn’t been where you are.” We have those phrases that come out. For me, that one resonated with me because, at least in my experience, I was asking family members. How do I do this? How do I get into make myself a better person? How do I become the highest version of myself? Let me tell you. No one in my family has done that. They were like, “You’re fine the way you are. You don’t need anything like that.” Thank you, family, but we are also trying to do something. We’re trying to reach our goals.
When I started hearing that stuff, I was like, “No, I need to ask somebody who is going to believe in me and who knows what I’m trying to accomplish.” If you can highlight your journey, this is a great stage to do that. If you connect with people, and let’s say they’re halfway around the world and it’s going to be hard for you to get to live calls, that’s a factor, too. It’s all about making sure that whoever is going to be your guide is going to be supporting you in the way that you need to be supported.
Rebecca, would this be a good phase where you could take those five questions, put them out like a focus group, a quiz, or something like that, and see what these people answer to make sure you’re on the target?
Yes, you may even do it anytime you can survey your audience, your people who are paying clients. This is a great place to get those questions as well. We always want real data before anything else. AnswerThePublic is a great place to start. As you start to work more and more with your clients, you’re going to know what they’re asking you on your calls. You’ll know when they’re getting to your call and what they’re saying has been their issue. This will be a living, breathing document of these questions and the way that you are interacting with your audience.
I don’t know if you guys have seen this book before, Why They Buy. It’s by Cheri Tree. This, too, will help you with some of those words and identifying who your people are because this is a basic. It breaks down into four categories and helps you understand the buying triggers, which is something not many people talk about when we get into funnels. Am I using the right buying triggers and language with them? Sorry. Go ahead, Rebecca.
Don’t be sorry. That’s very important. That’s why we’re doing this. We want to connect with our audience in ways that other people aren’t connecting with them. I was talking to Juliet before. I do have some local clients here. The bulk of my clients are coaches and wellness friends, but I do have a finance guy who has us do social media for him. If he were doing some in-depth stuff, I would refer him to somebody else because finance is not my thing. I wouldn’t want somebody to spend thousands of dollars with me, being like, “Yes, I’ll give it a shot.” You want to feel confident in whoever you’re going to work with. That’s what this is going to help build.
That book that I showed you, if I look around to everybody here who is my client, and there’s only one person who isn’t, you’re all action people. That book would have told me that about you without me going in. Every single one of you is an action person, which I am, too. It is why it’s a good thing to read and see where you land and who you resonate with.
It’s funny that you say that because for me, in marketing, I connected with a different coach who has a marketing background. When I’m doing my own marketing, I’m the worst client for myself. When I have to work with somebody else, I want them to understand what I’m doing and call out the stuff that I would call other people out on. It’s important that we connect with that person.
That’s an important point. I was a copywriter in a previous life at a previous job. When I write my own copy, I have a friend who looks it over, who was a copywriter. She laughs at me. She’s like, “How come you write everybody else’s copy so well, and you don’t write your own?” A lot of times, it’s because unless we’re a narcissist, we don’t see the gifts that we have that we’re trying to communicate that other people see.
Evaluating Solutions And Consequences
We’re going to try not to be narcissistic. We have gone through our consideration questions. We’re getting to the end of this part. Next, we’re going to look at what’s going to get their buying intent going. How is this solution going to improve their life? What’s the cost of their not taking action? There are things that we will deal with as humans for a very long time. When you finally stop that habit or whatever it is, you realize how much time you wasted. Even if you think about little things, like my house when I was living in New York. I had a drawer that opened up, but I had to open my oven door in order to open that thing.
It’s like those little things you’ll deal with. I couldn’t open the drawer with the oven closed because it would hit it. You’ll deal with those little things for a long time. You have to do that. When it’s fixed, you’re like, “Man, I wasted a lot of my life with that.” We can tell them how much time they may get back in their life. If there are specific benefits that they’re going to be looking for, most people will respond to something that will increase their health, wealth, status, or love.
When you’re working with somebody, they usually have one of those things in mind of what they would like to achieve. How is it that you can help them achieve those things in their own life? Remember, a lot of times, we’re just a guide. We’re not someone who is going to come in and have it fixed for you. We are a guide to show you that there are other possibilities and to help you every step of the way. I want to take a quick pause here and check in for any questions before we jump into our impact ladder.
An impact ladder, at least in my mind and what I came up with here, is the steps that people are going to take to get to your highest level of impact. In a lot of cases, we’re working to get people from level five up to level three because this is where they’re going to make an investment and start to work with you. Those higher levels will be a lot easier once they get to your initial program. If you don’t have a couple of levels of programs, you likely will at some point, because there are always going to be people who are ready to work one-on-one with you and ready to aggressively go after a goal or anything like that.
Optimizing Lead Magnets For Upsells
When we’re looking at cold audiences, they’re starting on level five here. This is where your free lead magnets are. This is where you’re going to start to introduce yourself. This is where your problem aware is likely going to show up. When we’re looking at our ladder here, we know that we have different things to go in each of these buckets or steps. You can list out which lead magnets you have that can be found in that stage.
Level four, what do you have that’s maybe a small investment? This could be an online class. Sometimes, it’s what I like to put in my funnels that will do a freebie. Your lead magnet is in level five, but maybe there’s an upsell for what we call a tripwire product. The tripwire product is essentially a low-cost product that’s going to enhance whatever they’re getting in that lead magnet.
We’re staying with our stress example. We have a lead magnet that is all about lowering your stress in five minutes a day. Maybe that tripwire is something like, “For an extra $17, we will give you a 30-day calendar that will give you something to do in ten minutes a day that’s going to transform you in 30 days.” It’s making it easier. It’s allowing them to double down on whatever it is that they’re committing to in the lead magnet. It’s going to show them that within a short amount of time, you’re able to get them results.
When we’re planning these out, we want to make sure that people are getting those wins as they go. I’m going to go back to this for a second. If you can write down, what do you have available for level five here, what do you have available for level four, and then your paid programs are up there. Does anyone have any questions on what would go in these different steps? Do you have specific teachings or anything else that you’re unsure of where they would land?
I have a question, Rebecca. If I’m leading him into a membership program, would that offer come at step three or two?
How much is the membership program?
It’s $47 a month with a small discount if they prepay for the year.
I would say three or four.
Thank you.
That could be a tripwire at $47 a month. It could be a small investment, too, if it’s going to be ongoing. Is it a time-specific program, or is it an ongoing thing?
It’s ongoing as long as they choose to stay in, because it’s about healing from narcissistic abuse. There’s no real timeline. It’s up to you.
That’s a great example. If we are going into this program, are they getting weekly calls with you? Can you tell me a little more about the program?
When they first come in, there’s a little mini course that they can watch that I thought would ease them in and give them some clarity and comfort. I got a ton of downloads in there with stuff, which I can repurpose one or two of those into step five there. I’m going to have a monthly call with an expert in the field. There are so many therapists, lawyers, and people who help people with a narcissist problem. I’m not one of those people. I’m going to bring those people in. My vision for this is to create a community of support because one of the things they do is isolate you. When you start talking to other people who are there or have been there, things click in. Things become clear. It gets easier.
Nervous System Relief Strategies
I would say for you, being somebody who has dealt with not-so-friendly people in their lifetime, there’s a lot of anxiety. There are a lot of things that impact your nervous system. There are things that you can give them in step five here that are going to make a difference in the nervous system. They’re going to feel that instant relief. Anyone who has been in an abusive relationship like that, all you want to do is breathe. You need to take a breath. You can give them that breath in stage five. I’m going to show you next how we sprinkle those tools in what you were talking about.
In your case, I would say this is step three, where we want to get them, because then there are other ways to move up from there. Now that we know what’s going on in those, I wanted to give you a visual. If you think about all of your lead magnets being seeds that you’re planting or roots of this tree, then you know that these are the ways that people are going to get up to your highest levels of service.
Because we want to meet people where they are, you’re going to see people coming in from different spots. That’s why we have some of the lead magnets here. One is the free training and tools. It could be one that is going to go towards group coaching. A funnel is essentially a path that we have created that we’re bringing people down. We want to make sure our paths are as supportive as possible because if you can imagine all of these leads coming up this tree, and if there’s nothing after that initial lead magnet, then you’re going to see a bunch of apples on the ground.
Those are leads that are going to drop. How are we going to keep them engaged? That’s what we’re going to look at next. We’re going to do that by creating these guided journeys. We’re looking at our stress lead magnet, how to de-stress in five minutes. We want to know ahead of time when we’re making this lead magnet, where we’re going to bring them next. We’re going to plan this out. We’re going to have this ‘de-stress in five minutes’ lead magnet. Next, we’re going to bring them to a live teaching that’s going to show them that self-care is not selfish. In this case, we can bring them through some of the ways that they can care for themselves and continue to be productive.
For me, being a type A woman, I attract other type A people. There are a lot of things in here that we say, “I’ll take care of myself once I get this project done,” or “I’ll take care of myself once we have more money coming in.” These are all things that we know as professionals that are going to hinder your progress. They’re going to hinder your growth. We know that. If we’re going to bring someone from a de-stress lead magnet into a self-care live teaching, what has to change in there? What transformation has to happen in their minds to make that okay for them? We all know that people will not always think they’re worthy or deserving of having these self-care moments.
Pathway Design For Coaching Funnels
From this live teaching, maybe we’re going to sell from the stage and try to get them into our online course. We went from de-stress to self-care to understanding the laws of manifestation and getting what we want. There are ways that we can connect all of these pieces. Eventually, we will go into maybe a year-long group coaching program. As we’re building this out, if you have a lead magnet, choose one of those. Where would people naturally go next?
If we start with the end in mind, let’s say it’s a group coaching program, then before that, what would they experience to get there? We want to look at this whole path that we’re building, this whole funnel, and make sure that it makes sense. If you can imagine, let’s say we did have a de-stress lead magnet, and then it brought you into a business course. That’s a big disconnect. If it were de-stressing for business owners, that’s one thing. If you are a C-suite woman and you want to de-stress, and then we get into a business lead magnet, it’s weird. It’s like, “Was that for me?” We want people to feel like, “They know what I am feeling right now. They know how to support me.” These guided paths can definitely help with that.
As we’re building this out, we next want to look at what is going to be the connecting emotion between these steps. Going from a lead magnet to attending a live teaching, what needs to happen there? What shift needs to happen in their mindset? If we’re looking at the lead magnet going to the live teaching, we want them to feel worthy, deserving, and empowered for that next course. Sometimes, that won’t happen naturally. If we can help them with that, that’s where this is going to be gold. To go from the live teaching to the online course, that could be that they may need to feel in control of their destiny. They have to realize that they are longing for more, and they need to feel motivated to do it.
Understanding Audience Transformations
From the course to the coaching program, they need to feel supported, not alone. It’s not their fault that they haven’t achieved the results. It’s society. In my case, I usually blame Facebook for a lot of things. Whoever it is that you’re going to have or whatever it is that they’re going to feel, you know your audience better than anybody else. You’ll know what emotions they need to feel to go through this. Let’s write down what transformations your prospect needs to feel or go through to take that next step. What transformations need to happen?
I’m working with a coaching client who is like, “I want to focus on the people who are ready for a coach.” While that sounds nice, and I’m sure we would all like that, that particular space or that stage of the buyer’s journey is very saturated. It’s got a lot of your bigger players in there. You’re looking at your Bob Proctor, your Tony Robbins, and all of those in the coaching space. People who are just starting to put their brand together are not going to have the money to beat these giants if you’re in the ad space. This is where we get to connect with them before they’re ready for the coach, because we want to be the ones that they consider immediately when they realize that someone can help them with these problems.
After we mapped our emotions, Kristy, this is where all your tools are going to come into place. We need them to feel worthy, deserving, and empowered. Maybe there’s a five-minute guided breathing technique that’s going to help them de-stress and make them feel this way. Next, we need them to feel in control, longing for more, and motivated. Maybe there’s a morning routine planner and samples of how they could achieve that. We can give them things in their morning routine that are going to make them feel so much better about themselves, feel more confident, and feel more worthy and deserving of everything that we want to come their way.
Next, if we’re looking at people who we want to feel supported and that they’re not alone, we can do a meditation with 432-hertz music added in so that we know they are feeling different on a molecular level, the way that the sounds will come into their body. I don’t know how to quite describe how it happens. I know it works. I do it all the time. There are a lot of those things out there. There’s a lot more sound therapy stock music out there than there ever was before.
We can use our knowledge of the human body, the human brain, and the nervous system to make a big impact on people. I don’t want to say small tool because every tool is great, but they are low-risk tools. Let’s put it that way. What can it hurt to try this meditation? What can it hurt to try a morning routine? It’s something that people can easily slip into their day. It will have lower objections because it’s not something they’re they’re investing in right away. All of these little tools along the way are going to start transforming somebody on the inside.
We can use our knowledge of the human body, the human brain, and the nervous system to make a big impact on people. Share on XMorning Routine Reflection & Energy Boost
It’s important to us to let them know that you’re the reason that they’re feeling good. We can go on our day and be like, “It’s been a great week. Nice. I guess the stars are aligning for me.” No, it’s Coach Kristy who’s been giving you these tools to make you feel a little better about yourself. We sometimes have to let them know that that’s why they’re feeling that way. We have to point out that they’re going to feel like that. Let’s say we’re looking at this morning routine. We’re like, “When you’re going through this morning routine in 30 days, notice if you’re feeling X, Y, and Z. Notice when you get up in the morning that you have more energy.” We want them to know that that’s what the intention of this tool is.
It will also see that in their head to experience that. When you do get ready to bring them to your group coaching program, you can say, “Remember how you felt like you were unstoppable every morning? Do you remember how you felt so calm after those meditations because the level of the vibration was aligning with you?” We can bring all those back. Through your funnel, if you can get them to fill out a form or write in the wins that they’ve had, that’s gold because you can bring them right back to them and say, “You said you experienced all these.”
Juliet said we’re all action people. We take those actions. We keep going. We keep taking action, but we don’t look back and see all the things we’ve accomplished. Having those checkpoints in there for them to show you and tell you what they’ve accomplished and what their wins were will allow them to remember. We’re all so awesome that we crush our goals. We don’t always say, “I’ve come a long way.” We need to have that. It’s great that you can provide that for them to make that connection.
What are three tools that you already have in your arsenal that you can give to people that will give them an instant win? Let’s write those tools down. Again, these can be those meditations. These can be a done-for-you self-care calendar. In my world, sometimes, it’s AI tools that I can share. Sometimes, it’s tools I built myself. For any business coaches or people who are B2B, if you have a project manager, you can say, “This is the checklist that I go through every time I put up social media posts.” Sharing the tools that you are using can go a long way, too. You don’t always have to create something brand new. It’s usually things that we’re using all the time that make the biggest impact on other people.
Engaging Clients Through Diverse Touchpoints
Throughout our mapping here, we provided them with the lead magnet. We gave them an emotional connection to it. We gave them a tool to make it even better. Now, we’re going to make sure that there are as many touch points as we need to seal the deal for us to get them to the next level. These touch points historically have been email, but they don’t have to be. They can be text messages. They can be voicemails. If it’s people that you’re working with on a local level, maybe it’s something that you drop by their office and bring something with you. Way back when I used to do a ton of holiday cookies, I would bring a box of cookies every holiday season to all my local clients. Some of those things are another touch point that’s going to make them remember you.
We can also look at things like what if you were to share a video. Show them how to do something by example. For a great example, one of my coaches, in her program, wants you to record a video that forgives yourself. It’s a very powerful healing tool. It takes people a lot of courage to record that video. It’s scary. She actually recorded one that was her leading by example and letting them know, “This is how you can forgive yourself.” She was able to send that out through text message. This is all automated. We’re sending this out through the automation. They feel like, “She told us to do this this week. She’s sending us a video to show how she would do it if it were her.”
When you think about how many ways people can feel supported, there are so many things that we can do here. This last one looks like a very big sequence or a campaign. It is. It’s going with an online course. There are a lot of different modules that they’re working with. We want to celebrate certain milestones in there. There are twenty emails. There are different calls that come through. We want people to feel like they can call. In this case, it’s going to check their work. When we have them book a vision session or do their vision, we want them to do a vision calibration so that we can make sure that they’re using the right words. They’re not saying things like, “I don’t have arthritis anymore,” because it’s going to attract arthritis, little things like that.
We can give examples of the videos. We can do a voice message. You can even be a text message that says, “I’m thinking about you today. I know you’re going to crush it today.” Imagine getting that from your coach or someone you’re working with out of the blue. It makes you feel good. People will remember how you made them feel. Other than emails, what are other ways that you would like to connect with your target audience? What feels natural to you? Is it text messages? Is it voicemails? Is it driving by their establishment and bringing some flowers and maybe a mom plant? I don’t know. It is mom season.
Drive by flowering.
Florist’s Daily Name Giveaway
There is actually a florist here locally. Every day, they put a new name on the sign that’s out front and says, “If this is your name, come in for a free flower.” They had to build a Facebook edition because people wouldn’t necessarily drive by, but they follow them on Facebook. They have a name for the sign. They have a name for Facebook. Every day, people are waiting for their name to be called so they can go in. They’re getting a free rose.
How many people share this post every day on Facebook because they know somebody who has that name, or they tag somebody? It creates a lot of buzz. It gets people excited to see their name on their screen. Have fun with it. You want your true, wonderful self to shine through in all of your marketing. Digital is no exception. Who wants to share some of the things that they wrote down and be in the hot seat? Does anyone want to share their funnel and go through it, or what they would love for their funnel to be? People get scared.
I’ll do it. I’ll be in the hot seat because I built the site. It’s very new.
It is all fresh in your mind.
Where do I start?
Is there any place where you were feeling stuck?
I liked what you said about each lead magnet going on a path because that made sense to me. I am like, “Yes, you can’t have all these different things.” I wrote five books about narcissism. One of them is called Narc Attack, a survivor’s guide that has a journal that goes with it. I thought that would be a great lead magnet to go up to a short video series that is, like you said, a bump, like a $17 thing that would come to them in email, where it’s very non-threatening. I already have the videos, too. Focused on that book about narc surviving, the focus on surviving, and then moving into thriving. From there, moving up to level three, which is coming into the membership. How can I go from there?
From the membership, you mean, right?
Yes.
From there, they’re going to start on your work. You would think that in that space, they need to get to a certain point before they’re ready for anything else. If I remember looking back at my healing journey from my ex-husband, there were a lot of things that had to happen before I could even consider specific programs and things like that. I had to get out of my own way. You’re in such a state of shock. You don’t know what’s up and what’s down.
Navigating Narcissistic Relationships
It is clearing the confusion and understanding it’s not me. It’s them. It is putting the pieces together. What I’ve seen people do is when they start getting a strategy, “That’s how I don’t engage in this,” they’re going to poke at my buttons. Here are strategies so that they can’t get an emotional reaction out of you. It gets tricky because some narcs will get scared and run away from you. Some will come at you harder. If you’re not safe, what do you do? If they go away, what do you do? They like to control the purse strings. I was left with nothing and had to start over again. That was a long time ago, but it was scary.
Stages Of Personal Healing Journey
I wonder if there are stages you can do it in, where the first stage is that they have to heal, or they have to get to a safe place within themselves. Before they get there, I don’t think anything else is going to penetrate because their walls are so far up. How do we get them to say, “Once you hit this point, this is your natural next step.” Let’s say the first part of a journey with you is that healing part and finding your own voice again. It’s like, “How do I deal with this person?” I have to imagine that it’s also hard because you don’t know who the person is. Is it a spouse? Is it a parent?
It’s different for those things. Each of those paths is a different one.
For you, I wonder if a quiz would work. With a quiz, you can have all those outcomes. Let’s say this is how you determine if it’s a spouse or a parent. You can determine where they are in their journey. You can make a pretty personalized recommendation and give them a path to healing. If you determine that it’s a spouse who is still in the house, you can give one recommendation. If it’s a spouse that have already left, it’s another recommendation. If it’s a parent that you’re stuck in the house with, and if you’ve moved out, you could even simplify it as that and be able to give them a very clear pathway to what they need to do next.
Thank you.
Kris, can I make a suggestion?
Absolutely.
I would start with a simple e-book and explain the thing that happens with every single narcissist. That’s the three-way where it’s not just you. They rally everybody on how to handle that and what to do, because something that happens with every single narcissist is that they go about getting everybody against you. Explain that. Explain how to handle it. Explain that there are going to be times when it doesn’t work, and then times it’s going to get worse. That is something every single one of them does. The first step is awareness. “He’s doing that right now. She’s doing this right now.” I would start with something like that because that’s the basic that hits every single narcissist.
Yes, that’s what’s in the Narc Attack Survivor’s Guide.
If you were going to do a lead magnet, a funnel, right away, that’s awareness. “It’s happening. I may need help with this.” You always want to give instant gratification because if you can solve someone’s problem right away, they’re going to follow you.
Thank you.
It’s a good point because not everyone recognizes a narcissist or their behaviors right away. It’s usually not until you get to a point where somebody tells you that that behavior is not right. If you grew up in a house with that, you don’t know any different. How do we recognize that behavior? How do we know that it’s something we have to deal with?
The anxiety is coming from the drama that that person is creating to take the focus off them and put it on you. It solves that anxiety problem as well.
The other thing that happens is that we get blamed for being the narc ourselves. I have the beginning of a quiz, like, “Who’s the narc here? Is it me, or is it them?” That’s a big thing. Did you start believing that you’re the problem with those people?
It is the projection. You guys, I have to wrap it up here. Rebecca, how can they get a hold of you if they want to maybe pursue this a little bit more?
Brainstorm With Rebecca Bertoldi
If you have some additional questions or you want to do a brainstorming session with me, you can go to MeetWithRB.com. RB is for Rebecca Bertoldi. I won’t make you spell my last name on the first dance. From there, we can take a look at what you have and what your best path forward would be. If you’d love for me to help, we can explore that as well.
Thank you. Next is Jackie Lapin. She is a podcast booker. She’s going to talk to us about the best ways to get booked on a podcast if you’re going to do a DIY, which I highly don’t recommend, but show up if you want to give it a shot. Thanks. I’ll see you guys next time.
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About Rebecca Bertoldi
Heart Centered Marketing Architect | Former strategist on Mary Morrissey’s marketing team | Trusted advisor to coaches & wellness entrepreneurs
Rebecca has helped dozens of impact-driven authors flip impersonal funnels into connection machines that grow revenue and impact.
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