

Attract Phase: Disrupt & Align
– Pattern Interrupt Use bold, nature-inspired visuals (e.g., Crazy Horse’s connection to land) or paradoxes (“Wealth Without Sacrificing Balance”).
– Hook / Big Idea Jim Rohn’s principles (“Your Legacy Starts with Small, Daily Habits”).
Advisors & Tactics
– Sun Si Miao (Healer) Focus on harmony and prevention. Example hook: “5 Daily Habits to Prevent Burnout (Ancient Wisdom Meets Modern Leadership).”
– Crazy Horse (Leader) Disrupt with raw authenticity. Example ad: “Leadership Isn’t About Titles—It’s About Courage. Are You Ready?”
– Jim Rohn (Philanthropist) Frame growth as a service. Example: “Build Wealth So You Can Give Wealth: A Leader’s Guide.”
Intro Text – Are You Centered?
Healer’s Journey – Video Intro Clip Luna Moth Before & After & Map
Assessment – Daily Look in the Mirror?
What are your Top 3 Health Wants/Needs?
What solutions have you tried?
Next Step?
Holistic 1st Aid Playlist
(Link to to Holistic 1st Aid Free App)
Trusted Sources – Higher Power?
Download Trusted Sources Document
Capture Email
Guided Assessment
Top 3 Health Wants vs. Needs?
Suggestions – Wants 123 Needs 123
Landing Page – Summit Outline
Affiliate Links
Webinars Apr 17 9:00 AM PST & 6:00 PM PST – Invite Whole Team & Key Players & Early Adopters
Automation Tools
– Nature-themed video ads (Canva), SEO (AnswerThePublic for “preventative leadership” queries).
Ethical Guardrails (Sun Si Miao)
– Avoid overpromising “quick fixes”; emphasize sustainable, balanced growth.
Engage Phase: Invite with Purpose
– Invitation #1 (Lead Magnet) “The Holistic Leader’s Starter Kit” (Sun Si Miao-inspired wellness checklist).
– Opt-In Page + Invitation #2 Webinar titled “Lead Like Crazy Horse: Courage Over Comfort.”
Advisors & Tactics
– Sun Si Miao Offer lead magnets that blend practical and spiritual growth (e.g., “Balance Your Energy: A Healer’s Guide to Decision-Making”).
– Crazy Horse Use storytelling to evoke tribal unity. Example webinar hook: “How to Build a Tribe That Fights for a Shared Vision.”
– Jim Rohn Add a philanthropy angle: “The 1% Rule: How Small Habits Create Massive Impact.”
Automation Tools
– Landing pages with earthy textures (Unbounce), SMS reminders for webinars (SimpleTexting).
Ethical Guardrails (Crazy Horse)
– Never exploit cultural symbols; ensure messaging honors collective strength, not individualism.
Nurture Phase: Cultivate Resilience
– Webinar Survey Ask, “What’s Your Leadership Legacy? (Choose: Healer, Warrior, or Builder).”
– Email #2 (Reminder) Use Crazy Horse’s resilience stories (“Even in Winter, the Lakota Prepared for Spring—Will You?”).
Advisors & Tactics
– Sun Si Miao Nurture with “prescriptive” emails (e.g., “Your Weekly Energy Audit: 3 Questions to Stay Balanced”).
– Jim Rohn Share case studies of leaders who turned success into philanthropy (“From $0 to $1M—Then Giving 50% Away”).
– Crazy Horse Highlight community testimonials (“How Elena Built a Team That Feels Like Family”).
Automation Tools
– Behavior-triggered emails (Klaviyo), webinar polls (Slido).
Ethical Guardrails (Jim Rohn)
– Prioritize education over persuasion; “Don’t wish it were easier, wish you were better.”
Convert Phase: Honor Sacrifice & Service
– Webinar Invitation #3 Offer a “Legacy Builder” coupon or call.
– Breakthrough Session/VSL Frame purchases as acts of service (Crazy Horse: “Protect Your Vision Like the Lakota Protected Their Land”).
Advisors & Tactics
– Sun Si Miao Tiered offers mirroring healing stages (e.g., $28 “Daily Balance Guide” → $2,800 “Year-Long Transformation”).
– Crazy Horse Limited-time “Warrior’s Pledge” discounts for committed clients.
– Jim Rohn “Value-first” pricing (e.g., “Pay What It’s Worth After 30 Days”).
Automation Tools
– Stripe (flexible payments), scarcity timers (Proof).
Ethical Guardrails (Sun Si Miao)
– Never pressure; let clients feel “ready” to invest, as forced energy blocks flow.
Empower Phase: Sustain Legacy
– Onboard/Support Calls Teach Sun Si Miao’s “Preventative Leadership” rituals.
– Follow-Up Sales Calls Jim Rohn-style legacy coaching (“Don’t just build a career—build a life”).
Advisors & Tactics
– Crazy Horse Create a private community (“The Tribe”) for peer mentorship.
– Jim Rohn Referral rewards tied to philanthropy (e.g., “For every referral, we fund a leadership scholarship”).
– Sun Si Miao Post-purchase surveys focused on holistic satisfaction (“How Balanced Do You Feel?”).
Automation Tools
– Community platforms (Mighty Networks), impact trackers (Givinga).
Ethical Guardrails (All 3)
– Crazy Horse: “A leader eats last.” Prioritize community needs over profit.
– Jim Rohn: “Your legacy is measured by how many leaders you create.”
– Sun Si Miao: “Healing requires patience—don’t rush renewal.”
Sample Automated Revenue Streams
1. Course “The Healer-Warrior Path: Balance & Boldness” ($998).
2. Mastermind “Crazy Horse Legacy Circle” ($15k/year, includes tribal retreats).
3. Philanthropic Membership “The 1% Club” ($98/month – 10% donated to youth leadership).
Council Wisdom
– Sun Si Miao “Automate routines, not relationships.”
– Crazy Horse “A funnel is a campfire—gather people, don’t trap them.”
– Jim Rohn “Revenue is the reward for adding value. Philanthropy is the reward for understanding value.”
Our funnel is a blend of personal growth, collective strength, and generous legacy-building
Jedi Council Funnel
Guided by Sun Si Miao, Crazy Horse & Jim Rohn
🌱 1. Attract Phase: Disrupt & Align
Council Wisdom
Sun Si Miao: “Automate routines, not relationships.”
Crazy Horse: “A funnel is a campfire – gather people, don’t trap them.”
Tactics
- Nature-inspired visuals (Crazy Horse’s connection to land)
- “5 Daily Habits to Prevent Burnout” lead magnet (Sun Si Miao)
- Jim Rohn-style hooks: “Your Legacy Starts with Small Habits”
🔥 2. Engage Phase: Invite with Purpose
Key Tools
Leadpages | ManyChat | SimpleTexting
Sequence Flow
- Lead Magnet: “Holistic Leader’s Starter Kit”
- Webinar: “Lead Like Crazy Horse: Courage Over Comfort”
- SMS reminders with Lakota wisdom metaphors
💎 3. Convert Phase: Honor Sacrifice & Service
Offer Architecture
- Tiered Healing Packages (Sun Si Miao)
- “Warrior’s Pledge” Limited Discounts
- Value-First Pricing (Jim Rohn)
Tech Stack
Stripe | Calendly | Proof
🚀 4. Empower Phase: Sustain Legacy
Post-Purchase Strategy
- “The Tribe” Private Community
- Philanthropic Referral Program
- Balance Check-Ins (Sun Si Miao)
Metrics That Matter
- Energy Balance Score (Sun Si Miao)
- Tribe Engagement Rate (Crazy Horse)
- Scholarships Funded (Jim Rohn)
Council Mandate
“Heal like Sun Si Miao, Lead like Crazy Horse, Build like Jim Rohn”
⚖️ Balance | 🛡️ Courage | 🌱 Growth
This HTML document includes:
1. Responsive design with clean formatting
2. Phase-by-phase breakdown with visual icons
3. Advisor-specific wisdom and quotes
4. Ethical guardrails highlighted
5. Tech stack recommendations
6. Mobile-friendly layout
7. Subtle Jedi-inspired color scheme (blues, greens, and golds)
Holistic Health
Ideal Clients
Doctors
Practitioners
Attendees
Healer’s Journey
The template automatically formats into a professional, scrollable document that maintains the Jedi Council theme while being practical for business use.
- Pattern Interrupt
- Hook / Big Idea
- Invitation #1 giveaway (lead magnet) webinar or video sales letter
- Opt in return to download giveaway (lead magnet) page with invitation #2 webinar invitation video
- Email #1 link to download giveaway (lead magnet) page with invitation #2
- Webinar registration survey page get phone number
- Email #2 webinar reminder
- Webinar with invitation #3 to buy with coupon and or book a call
- Thank you and book call survey page
- Email #3 call reminder
- Breakthrough session close or point to video sales letter
- Video Sales Letter
- Sales Page
- Product Page
- Follow Up Sales Call
- Shopping Cart
- On Board / Support Calls
1. Pattern Interrupt
Everybody Hurts
Ask Your Doctor
Lord, I Hope This Day Is Good
Unwell
Healing
The Wonderful Soup Stone
Aquarius/Let the Sunshine In
Heart of Gold
What a Difference You Made in My Life
You Decorated My Life
Only to Be
Come & Get Your Love
All I Want is You
A Sky Full of Stars
Beautiful Day
Dead Man’s Blues
Irish Friendship Wish
Hands of Time
Why Things Happen
Time Waits for No One
GhostRiders in the Sky
Red Calveras Clay
Lean on Me
Dedication of Merit
Ultra Violet
One
In the Ghetto
Dream On
Highwayman
Call of the Wild
Blue Sky
Peace of Mind
Let It Be
Amen Omen
Just What I Needed
More Than a Feeling
Higher
One Last Breath
What I Am
Breezin
Flight of Icarus
I Got a Name
Imagine
Dust in the Wind
Stairway to Heaven
One Step Closer to You
Closer to the Heart
Fight the Good Fight
My Maria
Spinning Away
Werewolves of London
Free Fallin
Let Your Love Flow
Roll On Mississippi
Infinity
Good Ole Boys Like Me
Help Pour Out the Rain
Ripple
Home on the Range
Midsummer’s Daydream
With or Without You
Into the Mystic
Om Namah Shivaya
Green Island Serenade
The Butterfly Hug Technique is a self-soothing method used to reduce stress, anxiety, and trauma-related distress. It was developed by Lucina Artigas and Ignacio Jarero, both experts in EMDR (Eye Movement Desensitization and Reprocessing) therapy, as a way to help trauma survivors regulate their emotions.
Perform the Butterfly Hug
Cross Your Arms Place your right hand on your left upper arm and your left hand on your right upper arm, forming an “X” over your chest.
Gently Tap Alternately Begin tapping your arms alternately in a slow, rhythmic motion, like butterfly wings flapping.
Breathe Deeply Take slow, deep breaths, focusing on relaxation and grounding yourself.
Stay Present Observe any emotions or sensations that arise without judgment.
Continue Until Calm Keep tapping until you feel more relaxed and balanced.
Benefits of the Butterfly Hug
– Activates the body’s relaxation response
– Helps regulate emotions during stress or panic
– Aids in trauma processing, especially for PTSD
– Can be used as a grounding technique in difficult moments
(Integrating this technique into a larger healing practice)
2. Hook / Big Idea
Triage
Generate a photorealistic banner image typical full screen width to show: neutral background, mix of ages, gender and races, sharp contrast between left and right sides, modern clothing, but with some influence of leanardo da vinci, exaggerate the emotions as a real person might show feeling that strongly, BEFORE (the left side) colors bleak & grey a dozen people with health challenges: tired, unwell, and struggling with everyday health challenges overweight, injured, skin issue, sad, afraid, hurt, stressed, weak, worn down or unhealthy, with poor posture, pale or dull skin and anything else commonly experienced as a health challenge AFTER (the right side) vibrant, colorful, heavy purple and sunlight those same people who have improved greatly, successful, mobile, wealthy, slender, beautiful, wise, carefree, powerful, happy, tanned, energetic, kind, transformed
“The greatest Wealth is Health.” – Virgil
Hi Rob here,
Would like to give you and your loved ones a a very valuable and powerful gift, it’s knowing what to do in the 5 minutes that you’re waiting for first responders to arrive
The most valuable part is the first minute known as the Golden Minute, Knowing what to do first is the most important
By the way 5 minutes is the best case scenario, and it often takes more time than that to get to you
Learn what to do while you are anxiously awaiting to see the red lights of the ambulance
Do this first!
3. Invitation #1 giveaway (lead magnet) webinar or video sales letter
Hi there,
Have you ever had a health challenge that keeps reoccurring and you wish you could make it better
Which health challenges do you find most common with you and your loved ones?
We have asked thousands of people this question over the last decades and that is how we came up with holistic 1st aid
It combines the best practices of energy healing, acupressure, natural remedies, homeopathy and allopathic medicine
Does your family have health challenges and you wish you knew how to help them better?
Do you want proven methods that have minimal side effects and are quick and easy to do?
4. Opt in return to download giveaway (lead magnet) page with invitation #2 webinar invitation video
Testimonials
Successes!
Video
Kent
Lion
Sonia
Charles
—
Fred
Ting
Lauren
Davia
Frank
Jack
Cynthia
Written
Rolf
Enrico
David
Jim
Ali
Mama
Tom
Kristen
Jerry
5. Email #1 link to download giveaway (lead magnet) page with invitation #2
Health and Wealth are our Most Important Things in Life
If you could have anything you wanted today, what would be your top 3?
What are your top 3 health issues causing you the most pain and suffering now?
What are your top three wealth issues causing you the most pain and suffering now?
How can you handle unexpected emergencies that happen with no equipment of any kind?
Use your 5 fingers on each hand!
Only 5 fingers needed to take care of daily health issues
Daily Flow (Free)
Holistic 1st Aid (Free)
Holistic 1st Aid Visual
Holistic 1st Aid System
Welcome to the Holistic Health Summit
My name is Rob and I’m devoted most of my life to holistic health, being raised with heart and lung issues, I learned early on how powerful emergency medicine is
We’re going on an adventure called the healer’s journey, exploring how to heal physically mentally emotionally spiritually relationally and financially
I’d like to give you an introduction and an overview to holistic health, introducing my good friend Dr. Kent Peterson
6. Webinar registration survey page get phone number
Presenters
Holistic Health Summit Schedule
7. Email #2 webinar reminder
Holistic Health Assessment
Trusted Sources
8. Webinar with invitation #3 to buy with coupon and or book a call
Holistic Health Webinar
9. Thank you and book call survey page
10. Email #3 call reminder
11. Breakthrough Session or point to Video Enrollment Letter
Enrollment
12. Video Sales Letter
Welcome to the Holistic Health Summit
13. Sales Page
Holistic Health Summit
Holistic Health Summit
View
14. Product Pages
Holistic Health Summit Products
Value Comparison
15. Follow Up Call
Catalog
16. Shopping Cart
Holistic Health Summit Premium
Holistic Health Basics
17. On Board / Support Calls
Let’s Take the Journey!
![]() |
Wise Old you
Have it all
Life assessment
Painpoints
Optimized lives
Optimal life system
App masterheart cards sheets books drive
All areas 10
Here to there
Moving from $Millionsto $Billions
Octagon optimization
Workbook journal vision board libraries hot seats
Best you and loved ones
Top tier teams council
Time waits for no one
Agreement
Welcome
Song
Transformational leaders like you optimizing all areas of your life
Dissatisfied feel like you have more
Have it all
Something holding you back
Living full potential
Blue sky system
Optimal lives
Blue sky vision
Portfolio
Testimonials
Source
Jedi stories
Be all you can be
Mystery schools
Unleash fully
Highest vibrations
Full potential
Only four times a year
Tired of excuses
Safe trusted and universal
Check in with your truth
Wise Old you
Have it all
Life assessment
Pain Points
Optimized lives
Optimal life system
App Masterheart cards sheets books drive
All areas 10
Here to there
Octagon optimization
Workbook journal vision board libraries hot seats
Best you and loved ones
Top tier teams council
Time waits for no one
Agreement
Welcome
Song
Transformational leaders like you optimizing all areas of your life
Sean Jerry Enrico Milan Ali florin
Dissatisfied feel like you have more
Have it all
Something holding you back
Living full potential
Blue Sky System
Personal and Professional
Wholeness
Life Wheel
Life Game
All 6 Areas
Physical
Mental
Emotional
Spiritual
Relational
Financial
Daily Improvement
9 Areas
Optimal lives
Blue sky vision
Portfolio
Testimonials
Source
Jedi stories
Be all you can be
Mystery schools
Unleash Fully
Highest vibrations
Full potential
Only four times a year
Tired of excuses
Safe trusted and universal
Check in with your truth
Solutions
Website
Flash Cards
Podcast
Free Videos
Webinar
Community
If you could be safer, healthier, wealthier and wiser with just one set of study guides, would you do it?
Individual Training Program – $298 ($598)
[wp_paypal button=”buynow” button_image=”https://www.octagoncoach.com/wp-content/uploads/2016/07/order.now_.button.png” name=”Learning Cards” amount=”298″ target=”_blank”]
Too Many Masters
The “How” Hole
(How?)
Headlights in the Fog
Chasing Your Tail
Mental Paralysis
(Parasites)
Everything is “Awesome”
Anonymity
Isolation
Start and Stop
Ending with a Whimper
Mission
Future Self Vision
Bird’s Eye View Road Map (Treasure Map)
Constant Wins
Peak Emotional Experiences
Normalizing Challenges
Feedback Loops
Community
Unstoppable (Powerful) Momentum
Mission Accomplished (Celebration)
Importance of Health
“Health is the greatest gift, contentment the greatest wealth, faithfulness the best relationship.” – Buddha
“Take care of your body. It’s the only place you have to live.” – Jim Rohn
“The first wealth is health.” – Ralph Waldo Emerson
“Health is not valued till sickness comes.” – Thomas Fuller
“To keep the body in good health is a duty… otherwise we shall not be able to keep our mind strong and clear.” – Buddha
“Your health is an investment, not an expense.” – Unknown
“He who has health has hope, and he who has hope has everything.” – Arabian Proverb
“Health is not merely the absence of disease, but a state of complete physical, mental, and social well-being.” – World Health Organization
“The art of healing comes from nature, not from the physician.” – Paracelsus
“Those who do not find time for exercise will have to find time for illness.” – Edward Smith-Stanley
“Your body hears everything your mind says.” – Naomi Judd
“The human body is the best picture of the human soul.” – Ludwig Wittgenstein
“Happiness is nothing more than good health and a bad memory.” – Albert Schweitzer
“Health is the state about which medicine has nothing to say.” – W.H. Auden
“A sad soul can kill you quicker, far quicker, than a germ.” – John Steinbeck
“The foundation of success in life is good health: that is the substratum of fortune.” – P.T. Barnum
“Medical science has proven that the human body can live without food for several weeks, but it cannot survive without hope.” – Physician Unknown
“Let food be thy medicine and medicine be thy food.” – Hippocrates
“Health is a state of complete harmony of the body, mind, and spirit.” – B.K.S. Iyengar
Key Principles
Cialdini’s Pre-Suasion – Expenses like testimonials and copywriting prime trust before the sale.
Rohn’s “Compound Effect” – Investing in coaching/tools compounds returns over time.
Robbins’ “Resource Allocation” – Prioritizing high-leverage expenses (ads, CRM, webinars).
Goldsmith’s “Triggers” – Systems (email, retargeting) keep clients engaged.
Maxwell’s “Leadership” – Authority-building (SEO, video) positions you as the guide.
Next Step:
– Track ROI per expense (e.g., $500 ads → 5 clients = $2,500 revenue).
– Reallocate budgets monthly using Robbins’ “80/20 Rule” (focus on what drives 80% of results).
(Note: Adjust quantities/costs based on our funnel’s stage. Early phases may prioritize ads & copywriting, while scaling phases invest in automation & coaching.)
Holistic Health Summit & Integral Medicine Program – Ideal Client & JV Partner Analysis
World-Class Consultant Framework for Scaling Your Event & Follow-Up Program
To maximize conversions, engagement, and revenue for your Holistic Health Summit (June 2-7) and ongoing Integral Medicine Class, we need to:
Define Your Ideal Client Avatar (ICA) Who they are, their pains, and their questions.
Identify High-Value Joint Venture (JV) Partners Who can promote your offers to their audiences.
Craft Irresistible Offers Based on their biggest problems and desires.
Ideal Client Avatar (ICA)
What are the top 5 issues that we all face everyday?
Survival
Safety
Wealth
Love
Happiness
Biggest Health Problems of Your Ideal Clients
Overwhelmed
Competing Issues
Saturated
Chronic Stress & Burnout Unable to manage work-life balance, leading to exhaustion
No Experience
Paperwor
Incomplete or Ineffective Kit
Lack of Holistic Healthcare Access Frustrated with doctors who don’t address root causes
Greatest Pains
Physical
Top 40
Unexplained Chronic Pain or Illness Conventional medicine hasn’t provided answers
Low Energy & Fatigue Relying on caffeine, sugar, or stimulants to get through the day
Poor Digestion & Gut Health Bloating, IBS, food sensitivities disrupting daily life
Hormonal Imbalances Thyroid issues, adrenal fatigue, menopause/andropause struggles
Weight Management Challenges Can’t lose weight despite diet and exercise efforts
Sleep Disorders Insomnia, restless sleep, or waking up unrefreshed
Acute
Chronic
Emotional
Afraid
Angry
Sad
Guilty
Ashamed
Tired
Emotional Imbalances (Anxiety, Depression, Mood Swings) Feeling stuck in negative cycles
Feeling Dismissed By Mainstream Medicine Told “it’s all in your head” or given pills instead of solutions
Fear of Never Healing Worried they’ll always feel sick/tired
Fear of Aging Poorly Worried about long-term decline
Loneliness in Their Health Journey No supportive community
Guilt Over Self-Neglect Knowing they should take better care but don’t know how
Mental
Doubt
Mental Fog & Lack of Focus Struggling with memory, ADHD-like symptoms, or brain fatigue
Confusion
Confusion Over Conflicting Health Advice Overwhelmed by diets, supplements, and trends
Unclear on Next Step
Chatter
Limiting Beliefs
Blocks
Resistance
Unpleasant Memories
Flashbacks
Spiritual
Missing Out On Life Too exhausted to enjoy hobbies, travel, or family time
Nightmares
Dread
Purposeless
Apathetic
Mistrust
Out of Alignment
Relational
Strained Relationships Due to low energy, mood swings, or pain
Career Suffering Brain fog & fatigue hurting productivity
Arguments
Disagreements
Altercations
Key Relationships
Happiness
Satisfaction
Empathy
Trust
Romance
Financial
Limited Time & Resources
Spent Thousands On Treatments That Didn’t Work Wasted money on quick fixes
Worth
Income
Expenses
Finances
Budget
Profit
Investments
Credit
Accounting
Taxes
Legal
Frequent Questions
Why Do I Still Feel Tired Even Though I Eat Healthy
What’s the Fastest Way to Feel Better & Stay Better
What’s The Root Cause of My Symptoms
How Can I Heal Naturally Without Relying on Medications
Which Supplements or Tests Do I Actually Need
How Do I Balance My Hormones Naturally
What’s The Best Diet for My Unique Body
How Can I Reduce Stress & Improve My Sleep
Is My Gut Health Affecting My Mood/Energy
How Do I Find a Doctor Who Understands Holistic Health
Value
Proof
Examples
Qualifications
Risk
Cost
Commitment
Guarantee
Ideal Joint Venture (JV) Partners
influencers, brands, and practitioners who already serve your ICA and can promote your summit/program:
Functional Medicine Doctors Those who focus on root-cause healing
Holistic Nutritionists & Health Coaches With engaged social followings
Yoga & Meditation Teachers Especially those in trauma-informed or stress-reduction niches
Natural Supplement Companies Brands selling probiotics, adaptogens, or herbal remedies
Chronic Illness Advocates Bloggers/podcasters sharing healing journeys
Alternative Health Clinics Chiropractors, acupuncture centers, or wellness retreats
High-Profile Wellness Podcasters (e.g., The Ultimate Health Podcast, The Doctor’s Farmacy)
Spiritual & Mindset Coaches Who blend psychology with holistic health
Fitness Trainers (Holistic Focus) Pilates, Tai Chi, or functional movement experts
Women’s/Men’s Health Experts Hormone specialists, menopause coaches, etc…
Joint Ventures
Clear Beliefs
True Purpose
Life Is Now
Leadership Pathways
Sounds True
Chopra Institute
Weil Center for Integrative Medicine
Students for Integrative Medicine
UCB Martial Arts
Mankind Project
Tribe of Men
Men’s Division International
Joe Dispenza
Chris Duncan
Lynn Mctaggart
Talki Moore
Doom & Bloom
Sierra School of Survival
Headwaters School
JV Offer Ideas for Them
– Affiliate commissions (20-40% of sales).
– Free tickets for their audience (with upsell to your paid program).
– Guest expert spots in your summit or ongoing class.
High-Converting Offers
Based on their pains & desires, structure your offers with:
Summit Upsell Path
Free Summit Access Lead magnet to collect emails.
Low-Ticket Offer ($198) “Quick Start Guide to Holistic Healing” (PDF + mini-course).
Mid-Ticket Offer ($598) “6-Week Integral Medicine Masterclass” (live + recorded).
High-Ticket Offer ($3,000-$5,000)“Private 1:1 Healing Immersion” (with your experts).
Ongoing Class Structure Ideas
Module 1 Root Cause Diagnosis (Labs, Symptoms, Body Systems).
Module 2 Holistic Nutrition & Gut Healing.
Module 3 Stress, Sleep & Nervous System Repair.
Module 4 Hormone & Detox Balancing.
Module 5 Mind-Body-Spirit Integration.
Next Steps
✅ Finalize ICA & Messaging (Use the pain points above in ads, emails, and sales pages)
✅ Reach Out to JV Partners (Offer them value first—guest spots, affiliate %, or free access)
✅ Create a “Problem-Agitate-Solution” Sales Funnel (Speak directly to their frustrations)
✅ Host a High-Engagement Summit (Q&A, live healing sessions, and community building)
✅ Follow Up with a Seamless Offer (From free content → low-ticket → high-ticket)
Next – email scripts, JV pitch templates, or offer stacking)?
Let’s make this summit a massive success!
🚀
Holistic Health Funnel Expenses
Expense Item | Unit Cost ($) | Quantity | Total Cost ($) | Strategic Purpose |
---|---|---|---|---|
Website & Funnel Expenses (Cialdini: Authority, Commitment) | ||||
Domain Hosting (Annual) | 20.00 | 1 | 20.00 | Establishes credibility & trust |
High-Converting Landing Page Tool | 97.00 | 1 | 97.00 | Optimizes for client commitment |
Email Marketing Software (Monthly) | 29.00 | 12 | 348.00 | Nurtures reciprocity & consistency |
Content & Authority Building (Maxwell: Leadership, Rohn: Personal Development) | ||||
Professional Copywriting (Sales Page) | 500.00 | 1 | 500.00 | Persuasive messaging = higher conversions |
Video Production (Testimonials) | 300.00 | 3 | 900.00 | Social proof = trust acceleration |
SEO Optimization (Blog Content) | 200.00 | 6 | 1200.00 | Long-term authority & organic reach |
Ads & Client Acquisition (Robbins: Massive Action, Goldsmith: Triggers) | ||||
Facebook/Instagram Ad Budget | 500.00 | 1 | 500.00 | Targeted pre-suasion (problem-awareness) |
Retargeting Ads (Monthly) | 150.00 | 12 | 1800.00 | Consistency + recency effect |
Coaching & High-Ticket Tools (Rohn: “Your income grows as you do”) | ||||
CRM System (Client Management) | 47.00 | 12 | 564.00 | Systemizes follow-ups (commitment/consistency) |
High-End Webinar Software | 99.00 | 1 | 99.00 | Scalable persuasion (scarcity + urgency) |
Personal Development (Robbins: “Invest in yourself”) | ||||
Business Coaching (Monthly) | 300.00 | 12 | 3600.00 | ROI multiplier (skills = income ceiling) |
Miscellaneous (Goldsmith: “What got you here won’t get you there”) | ||||
Contingency Buffer (10% of Total) | – | – | 1000.00 | Flexibility for opportunity costs |
TOTAL | 10,628.00 | ROI Focus: Every $1 spent → $5+ in revenue |
Domain Hosting $20
Landing Page Tool $97
Email Marketing Software $29 (monthly)
Professional Copywriting $500
Video Production (per video) $300
SEO Optimization (per blog) $200
Facebook/Instagram Ads $500
Retargeting Ads (monthly) $150
CRM System (monthly) $47
Webinar Software $99
Business Coaching (monthly) $300
Base Lauch $1,765.00
Key Insight (Jim Rohn/Tony Robbins Style)
– “Start small, scale fast.” Focus on the highest-leverage unit costs first :
– Copywriting ($500) and video testimonials ($300) = immediate trust boost .
– Facebook Ads ($500) = quickest client acquisition .
– Delay lower-priority items (e.g., SEO, CRM) until revenue stabilizes.