How True Worth Financial Turned a $5 Ebook Into a Client-Filtering System
Meet Rachael
Rachael Burns, founder of True Worth Finance, is on a mission to work with women who have more than $1 million in assets. She’s been refining her target clientele and recently finished a book that she wanted to use as a tool to connect with her ideal audience. Rachael and I had already worked on a few projects together, so when she needed help turning her book into a client-attracting system, she reached out.
Challenge
Rachael’s book was a great entry point for her audience, but it wasn’t doing enough to filter out the wrong clients. Her goal was to book consultations with women who met her specific criteria, but her emails weren’t clear enough to guide the right people through the process. This meant she was spending time on consultations with people who weren’t a good fit—something that wasn’t fair to her or her audience.
To solve this, I created an opt-in email sequence that took her audience on a journey. The sequence started with a warm welcome to establish a connection and build trust. From there, the emails showcased Rachael’s expertise, shared valuable insights, and gently guided her audience toward booking a consultation if they were the right fit. The key was to make the sequence work as a filter. It was designed to funnel out those who didn’t meet her criteria while encouraging her ideal clients to take the next step.
The new email sequence transformed how Rachael connected with her audience. Instead of just getting signups, she started booking consultations with the right people, women who matched her criteria and were ready to work with her.
Eva was exactly what I needed for my business. It took me forever to delegate this part of my company, and Eva’s timing was incredible. We were able to fortify our email program and actually start doing something with it for once, instead of just putting it on autopilot and taking our hands off the wheel. I am consistently converting customers through our email automation, and she responds to new email requests with thoroughness and alacrity that make ad hoc sales, new ventures, and brand awareness possible in a way that just wasn’t before having someone on my team handling the emails. Now email has gone from a headache to a valuable asset for my business, and it’s all thanks to Eva’s careful research and copywriting skills.
Rachael Burns
Founder Of True Worth Financial