Member's Training Call: May 28, 2026

Small Business Advantage Member's Training Call | May 28, 2026 

Small Business Advantage Training — Association Outreach Strategy, NFIB Case Study, and Five-Touch Email Campaign 

Live Webinar with Vanessa Roberts

(Raw transcription; not proofed for grammar or spelling.)

Click here for Google Doc of the transcript.

[0:00] Which is so much fun learning new tech on the fly. Alfred says, all good, fantastic, great to hear it. Thanks for joining me today, Alfred. Let's see, who else do we have here with us? Everybody says hey. We've got Christine and Guy and Paulino, we've got Phyllis and Reggie and Steve and Wendy. I think Bethany is gonna join us today. Who else can? Hello.

[0:25] Hey, there she is. Had a great meeting with Bethany this morning. We've got some updates and info for you on Small Business Advantage in general that we're going to talk about at the end of the call. Hey, Randy. I do say with the new interface, I can tell when people are trying to log in and they can't hear me yet, so it does give me a good indicator how long I should wait until everybody gets set up — like how much chit-chat we need at the beginning. Try real hard not to waste your time. But I do want to make sure that everybody who is coming gets the full experience. Looks like everybody — hey, Jared — and okay, Kenneth, still coming in. All right, we're going to get rolling. Hey, Wendy.

📌 NFIB Case Study — Researching and Targeting a Major Association

[1:20] Vanessa: So for today, I've got a very in-depth specific example of an association, and we're going to talk about how to do some preliminary research on a specific association so that we can effectively reach out and grab their attention. So we can talk about the Allutional advantage, the Allutional solution, right? Okay, so I just Googled “what are the biggest associations out there,” right? I gave some examples — Nationwide Chamber of Commerce — I said I was willing to consider national, local, state, community, county, any kind of association, but I told it to pick what they thought was a great association for me to target. So the NFIB — the largest voice for small businesses in America.

[2:18] So we've talked a lot about the right kind of associations to target and the different reasons to target them. One of the reasons to target an association that services local and small businesses in America is that you're not just getting a single membership sign-on when the association makes a recommendation or a sale. By reaching out through associations to businesses, it's a one-to-many-to-many approach, because a small business — right, we're gonna go with them the angle of covering not only themselves with BusinessSense, but HealthSense for their employees, right? So they have over 300,000 small business members across the 50 states, right? So you're getting a national reach. It's established, it's headquartered in Nashville. It is a nonprofit, non-partisan, member-driven organization. I did full disclosure so that you can do this yourself — this is a training. I plugged this into AI, right? I said, tell me, find me the targets. What are the good associations to go after? And then I said, I chose this one. And I said, now research this for me. Why is Allutional a good solution for NFIB? So this is the research we got back.

[3:27] They advocate for small and independent business owners at the federal and state level — again, perfect, small businesses. These are our prime, prime targets. And members span every industry, right? We already know retail, restaurants, contractors — those are our hot niches. We've already established that. So knowing that the NFIB is working with these industries already, perfect match. Can't figure how to chat — Guy, yes, your questions are coming directly to myself as an organizer. Anytime you want me to share out to the crowd, just let me know. But your questions are coming to me. And as we go through this training, I will be watching.

[4:12] “I thought we were targeting organizations with 500 to 2,000 members, Phyllis.” This is an example of how to find an association, research it, and put together a marketing plan for them. This is not necessarily an instruction to go to a 300,000 business or member association. All right? So I asked, what are the pain points that NFIB members are experiencing that Allutional could solve? And these are the answers.

[4:49] The pain points for small business owners — health insurance costs are the number one pain for small business owners, and it's only getting worse. We all know this, right? And Wendy says, “I've had NFIB on my target list for a while,” right? Guy says, “Bethany, I see the chat, but there's no chat box for me to type in like this question.” Okay, so the new GoToWebinar interface might not have chat open. All of the questions are coming directly to organizers. I get you, I get you.

[5:25] All right, so 94% find it challenging to manage the cost of employer-sponsored health insurance. We know this, and this is specific — this is stat-specific to the NFIB for the members that they target. So higher than the national average, these businesses specifically in this association should be really receptive to the solution. 98% worry health insurance costs will become unsustainable within five to 10 years, so we can proactively solve a problem for them. 49% have taken a lower profit or suffered a loss just to cover premium increases, right? So they're taking care of their employees at their own sacrifice. So good people, good leadership — can we make their lives better so that everyone can get taken care of? And 44% of small employers do not offer health insurance at all, and cost is the number one reason. So we can help take care of these folks. 39% of firms with 1 to 9 employees currently offer health insurance — so blue ocean out there to start helping these businesses through the association endorsement, take care of their people.

[6:35] This specific association has 300,000 businesses with a problem we can solve. A single partnership with their endorsement offers them passive recurring income. This is the approach that we take with associations — you're not making them a sale, you're not selling them on the Allutional package for them to give you money. You are presenting an opportunity for them to make money, right? So the opportunity breakdown.

[7:03] NFIB already has the trust of its members and endorsement carries real weight. So them making the sale or helping you make the sale directly to their members should be a much softer sell than going in cold, right? Members are actively looking for affordable benefit solutions. We've already established that the people, the businesses, the business owners that NFIB is servicing already have the problem. They're aware of the problem. We don't even have to show them the problem. They are well-versed. All we have to do is offer the solution, right? Now you bring the solution — Allutional. NFIB simply brings the audience. And here's the hook — NFIB earns $3 per enrolled member, zero cost, zero risk to the association, right? Free money, essentially. So with 300,000 plus members, even at a 1% enrollment rate, we're looking at 3,000 enrolled members. And again, because this is a business, imagine if each business had five to 10 employees — we're talking about 15,000 to 30,000 members, right?

[8:14] So your role as an agent would be to approach the NFIB as a revenue partner, not a vendor, and you frame it as “I want to help you generate income — non-dues revenue” — the terminology we've been working on with associations since the beginning. Non-dues revenue or “generate income while solving your member's biggest problem.” And there's no selling required from the NFIB, just endorsement to their existing audience. There's nothing groundbreaking here — this is the same approach we've been using for everything — but what we've done is we've identified this as a prime type of association, a strong target with a clear problem that we can solve.

📌 NFIB Members' Five Pain Points — How Allutional Solves All of Them

[9:04] Vanessa: NFIB members have five expensive problems — Allutional solves all of them. Again, I just asked AI “what are five pain points that NFIB members face that I can offer a solution to NFIB for their membership.” So what are the problems — not that NFIB faces, theirs is they want non-dues revenue. So we've already solved that — low effort, no sales, simple endorsement, you've got your money. So you've already solved that problem for the association, but how do we communicate to the members that these are pain points that we can solve for them? And also, presenting that we understand the pain of their members does build authority with the association when we're talking to them. So this is good to know.

[9:58] Number one — healthcare costs are unaffordable. 94% of businesses struggle to manage the costs of employer-sponsored health insurance. But everybody gets sick, everybody needs help. Businesses already understand that a healthy workforce is going to make them more money. Allutional provides 24-7 telehealth with zero-dollar co-pays, prescription discounts, and vision dental savings for just over a dollar per day per employee. Right there, we're making the black-and-white binary comparison. You can help your employees and keep them working — this is not a purely altruistic approach. You benefit from a healthy workforce and your workforce benefits from being healthy, and you can do it for about a dollar a day.

[10:48] Employees leave for better benefits. Small businesses lose talent to larger employers who offer richer benefits packages. It's just true. Larger businesses are able to negotiate lower rates for their traditional insurance plans, which means they are able to compensate their team members better for less money. The employee pays a smaller portion out of their paycheck for their, quote, half of the health insurance. The bigger companies pay less per family or per employee than smaller businesses. It's almost an impossible competition for a small business with five to 10 or 15 employees to offer the same kind of benefits and coverage for their employees like a larger company does. The benefit here is — yes, there's a compromise, this is telehealth, this isn't full insurance — but Allutional benefits packages do provide so many of the services, and there's zero cost to the employee so they get their full paycheck, and the employer is still paying $39.95, which is 10x, 50x less than if they were covering the full expense of a traditional benefits package, right? So it's win-win with the compromise — like the absolute best of a hard situation, right? And the employee wins because they're getting a bigger chunk of their paycheck every week.

[12:34] Financial stress kills productivity. So we always think about a sick employee missing days, right, but the constant financial stress of medical bills or not being able to pay for your own insurance — if you're on the Obamacare Affordable Health Care Act, etc., like this is coming out of pocket. My sister-in-law is an artist, an independent contractor, and she pays $1,200 a month to Kaiser. That's stressful. That makes it difficult to perform her job and run her business. So the financial stress on the employees affects their performance. The Financial Wellness 360 platform provides budgeting tools, debt management, one-on-one coaching, and retirement planning — again, totally included, right? So we're taking off the burden of paying for this hefty traditional healthcare, but also helping manage finances. So that's huge, right?

[13:36] Identity theft or cyber threats are rising. Small businesses are prime targets for cybercrime. My husband runs a contracting company and literally has had three or four scams where people have called him, contacted him. We've had ransomware where “Oh, we turned on your webcam and caught you doing something filthy” or “You've got an outstanding arrest warrant, wire us $5,000.” He is a huge target for this kind of fraudulent activity. And it's just because his name is on an LLC document in the state of Georgia. So identity theft, cyber threats — I can attest personally, anecdotally, absolutely happening. Now, luckily for us, we haven't been the victims of identity theft, but that man almost yelled that scammer $5,000. I'm really glad he called me. Allutional includes identity theft protection, up to a million dollars reimbursement coverage, data breach solutions, small business monitoring, private Wi-Fi protection. So we almost needed that.

[14:45] Managing multiple vendors is a burden. If you're having LegalShield, the legal subscription, a telehealth subscription, a reputation management subscription, a discount club subscription, Groupon, you're participating with Groupon — all of these things, not only is adding up all of those individual service providers 10 times as expensive as the $39.95 for Allutional, it's a beast to manage. Like I get twisted up managing Hulu, Netflix, Apple TV, and HBO Max, right? Imagine if you had 10 or 15 different service vendors on subscription for your business, right? And then making sure that you're receiving a return on investment of value proposition for all of those individual memberships — it's crazy. But again, all included in the single monthly fee for Allutional, right? So one price, one package, everything a small business owner needs. That's how Tom and Tim built Allutional from the ground up. They worked directly with our vendor and put together an exclusive — literally not available anywhere else — combination of the most elite pieces to build the Allutional full puzzle.

📌 BusinessSense vs. HealthSense — Product Breakdown

[16:20] Vanessa: So we've got the HealthSense Family Plan and the BusinessSense Plan. Everyone should be aware that the business owner who would be the core first contact member in the NFIB — when they enroll, they are their own first employee, right? So a self-employed person, a business owner with no employees, by default gets the BusinessSense plan. But a business owner who's also enrolling employees — they are the business owner, they get the BusinessSense plan — so there are enhanced benefits, additional coverages, and business-specific features at no additional cost. That's a boon to the business owner. The incredible price of $39.95 per employee — that's the standard pricing. The BusinessSense plan is in effect — they get the discounted price, the same price as HealthSense, but they get the enhanced product, the BusinessSense plan. We've got our comparison chart in the members area, in the flyers, etc., etc.

[17:22] So I won't go through all of the details, but in speaking with our vendor Deb — who you all know from the product walkthrough — I was really impressed to hear that the number one most utilized service is legal services. The businesses who fully understand that benefit — the ROI on using the business services once a year can pay for an entire year of Allutional membership. If one lawyer, if you were to go and solicit them to help write a contract, you could pay over $1,000. So having this completely free, no copay, just a service provided to you — a business can recoup all of a year of business expense and use it twice, you're covering your employees too. It is all included just like telehealth, no copay, no copay.

[18:28] Cell phone protection — I dropped a brand new cell phone, cracked the screen, hadn't had it for three weeks, and I spent well over $600 to replace it. It was devastating. This is very real. Social media and high-risk transaction monitoring — to know when people are flaming you as a business, it's a big deal. You have one unhappy customer or someone who doesn't want to pay their bill and they get out there on social media, it can really be damaging to a small business to have your reputation skewered like that. As well as having transactions monitored — if someone grabs your company credit card. You know, if you've got a company credit card, my husband has authorized users all over, going into Home Depot and stuff. And now Home Depot, they keep your stuff on file. They just have to give them the last four digits of a code from the card. And they can buy whatever they want at Home Depot, the way the corporate cards are set up. So monitoring high-risk transactions — it's just easier and easier to have information leak and really hurt you. So that's big, big, big. And that ties in with the credit report and score monitoring.

[19:38] Now, we talked a little bit about the shopping discounts and cash back rewards. So not only are folks able to get cash back by shopping through the discounts and cash back rewards, but we are working on getting the businesses able to offer promotions through that shopping discount and cash back rewards service. So like being able to participate in Groupon without all of the hefty fees, etc. So not only a benefit to get money back from online shopping — and I do not shop online unless I run it through the shopping discounts and cash back rewards program — and I get my little checks for $300, $400, $500 bucks every quarter, it's amazing. So having that is really, really cool, but also being able to market your small business through that service at no expense — like that's awesome.

[20:29] And that's just the businesses, right? The businesses are then able to offer for their employees the HealthSense to take care of their families, and that's where you get a happier employee, healthier employee, more able to stay at work — yep, taking a telehealth appointment in their truck in between jobs rather than taking a whole day off to sit in the doctor's office. I took my daughter for her last checkup before she turned 18 — the last time she wanted me to go with her — and while it wasn't something that could have been handled through telehealth because there were vaccines, our appointment was at eight o'clock. I figured we'll get there first thing in the morning, they won't be running behind schedule. I was there till noon. I was there till noon, four hours, fussing around with these doctors. And there was nothing — like I don't even know how it happened. We just sat and waited and waited and waited. So having the flexibility to do that, not waiting in a doctor's office, in and out on those telehealth calls — it's huge.

[21:42] Mental health support — being able to take care of that in the privacy of your own home. Out-of-pocket therapists start at $100, $150 an hour. Being able to access mental health support on demand — and yes, you can return to the same therapist. So if you talk to Cindy on Monday and you call them next week, you can set it up so that you speak to Cindy again. So you can continue on with the same conversation. It's not just like a hotline where you just get whoever answers the call. You are able to establish a relationship and a rapport and continue your treatment, which I think is really, really great.

[22:24] Prescription, vision, and dental discounts. This has saved me, I would say, easily $3,000 to $4,000 since I started using it, because I do have it for my entire family. Again, Allutional supports up to six dependents, so myself, my spouse, and six dependents. I only have two kids but everything we do — I have glasses, my kids have lots of dental issues, my husband, you know — so every time we go, we're saving considerable amounts of money, which is really, really nice.

[23:02] They also have lesser identity theft resolution and reimbursement, accidental death and dismemberment up to $10,000 coverage. So just the peace of mind that an employee is able to offer their family should something awful happen — to just have it without any out-of-pocket expense, that's a real boon. And the Financial Wellness 360 platform — budgeting, coaching, debt management. So many people just struggle with how to get their hands wrapped around the problem. This is an underappreciated benefit. I tell my kids I wish they taught in high school how to balance a checkbook and do your taxes. There's just not a lot of support out there for folks and you can get lost in it. So that is a really great feature.

[23:51] So again, not traditional insurance. There are no underwriting requirements — so a very big plus. Most of you all know I had a pretty massive — pun intended — weight issue that did prevent me from, no one would insure me for years and years. And so there are no underwriting requirements, there's no pre-existing condition issues. You can get the help you need with this. They won't turn you away. No waiting periods — oh, you have to schedule your appointment, you have to wait till there's an available doctor, but there's no “30 days until you're enrolled.” When you pay and you log in and you set up your account, you're there. No employer mandate — any small business can offer this starting today.

📌 Five-Touch Email Campaign — NFIB Outreach Workshop

[24:35] Vanessa: Let me check the questions. I see some coming in. “Will this deck be available?” Brandy, yeah, I'll share it with you, no problem. I'm glad you are finding value in it. I took everything I learned about the NFIB through my ChatGPT, through my AI. We identified the core service position of the association. We identified their membership type. We identified the pain points that their members suffer from that Allutional can solve. So we've done the background research. Then I just said — and I'll tell you this, we're going to go into this blind so that we can pick it apart together. I literally just had this produced and I wanted to save the reveal so that you and I and all of us can discuss email marketing together. This is a five-touch email campaign. I just had AI kick out to me five emails that we could send or begin our workshop on sending to this specific association, working for the goal to be not a click-through, not an instant sign-up, but let's start a conversation.

[25:38] Our first email is the direct value proposition — “immediate revenue, solving the benefits crisis.” So subject: “New Revenue Stream for [Association Name]” — this would be NFIB, right? I recommend — and Tim has sung this song and preached this to the choir — when you are targeting a specific association like we're doing here, we did the research, we're going in informed, our deck is stacked, our guns are loaded. We know what we're talking about because we're talking about a very specific association. Go the extra mile, do the research, find out who you're emailing, right? So we have Tim — there's a training on marketing to associations where he goes in depth on how he researches an association. He was very clever. He discovered the pattern — most organizations have a pattern to how they format email, like “v.Roberts at SBA.com” for example — and then he could search around, found the head of the association's name, used the same pattern, and emailed that address that he just figured out. So he didn't actually ever see the published email, but he figured it out and it worked. That little bit of extra effort is what 99% of the folks out there aren't doing.

[27:04] So let's say we did that and we have the person's name. “You can add a significant, zero-cost revenue stream to NFIB while solving the biggest challenge your members face today, which is affordable employee benefits. I'm partnering with associations to offer Allutional, a comprehensive benefits package designed specifically for small businesses. When you endorse this to your members, your association earns a recurring $3 per month for every enrolled member. And here's what the partnership delivers: immediate recurring revenue for your association with zero financial risk. A complete benefits package for your members, including 24-7 telehealth, mental health support, and identity theft protection. A powerful retention tool that makes your association membership even more valuable.” We didn't even talk about that — the loss of membership, the churn, the benefit of keeping members engaged with the NFIB by offering this as a benefit. So it is touched on here, that's great. “Reply to this email and we can set up a brief conversation to discuss the numbers. Best, Vanessa.” Right, we hit the first set of points to grab the attention, okay.

[28:14] Melita — Bethany doesn't give you an email list, Vanessa does through Small Business Advantage. And no, the lists are not clean or verified. They are a raw scrape. So if you're going to use them for cold email, you do need to run them through a cleaner. Let's see. You're welcome, Melita. Yeah, if you have any questions about it, just send me a support ticket at getsupport.biz. OK, so that's email one. Any feedback, anything you hate, anything you love. I like how it's not too overwhelming. It's not doing a whole data dump, right? And it's just trying to build rapport, establish authority, and get the conversation going. Remember, we don't really ever expect a conversion off the first email. Folks might not even see it, etc., etc. And like we talked about before in cold email outreach marketing, monitor your emails. If you see that this got opened, follow up another way — maybe a Facebook message, maybe a phone call, etc. But always monitor your email campaigns. Don't expect them to do all of the heavy lifting for you, but they can kick the door open.

[29:13] All right, so email two — the pain point agitator. So now we're gonna focus on the small business benefits crisis and the Allutional solution, right? So “Solving the Benefits Crisis for Your Members” would be the subject line. “Small business owners are struggling with unsustainable healthcare costs.” Okay, right here, what you're doing is you're saying something that we all know, but it is letting NFIB know that this is an intelligent communication. You're not just throwing things out into the wind hoping that they plant and grow fruit, right? We understand what they're going through right from the very first sentence. “You” — right, we're saying “NFIB can be the hero.” You can provide them with an immediate affordable solution that also generates passive income for you and NFIB. So you get to be the hero, you get to solve this for them, and it benefits you directly. That's a great opener. “Allutional provides a robust alternative to traditional insurance for just $39.95 a month. By partnering with me, you bring the solution directly to your members. The benefits of this endorsement model include: $3 per month in recurring revenue for every member who enrolls. No underwriting, no waiting periods, no employer mandates for your members. A turnkey solution that requires no administrative work from your team.”

[30:48] I have been on the phone with so many associations with Tom and Tim. Let me tell you, when I get to this point where I say “Allutional is going to take care of all of this for you. We're going to give you the marketing materials. We're going to reach out to your members. We just need your endorsement. You literally just have to be okay with it. Just say yes, and we will help make you money.” They love it. That's a hook that just gets them in the lip. “Reply to this email to see exactly how this program works.” So really strong offers here. Any thoughts on this email? Yeah, great start. Absolutely, yes, for sure. You can go in, you can personalize it, you can tweak it, and I will have this email campaign published for everybody.

[31:37] So the financial ROI. If you haven't gotten them with “we solve your problems, we can help you make your members happier, we can help you make money” etc. — now we can really zone in on the recurring revenue, ROI, the math and financial return for the association themselves. “Your association already has the trust of your members. You can leverage that trust to create a highly scalable revenue engine.” Here, we're introducing the concept of — we've already figured out how to make this make money for you. We're not coming in blind. We have a plan and we know why this works, right? We're going to partner up together and we're going to stand on the shoulders of your authority with your members. Like they're paying for the opportunity to be a part of this association. That implies an innate respect for what this association has to offer. And we're recognizing that.

[32:36] All right. So “the math behind an Allutional partnership is simple and highly profitable for the NFIB. We handle the fulfillment, you simply provide the endorsement.” So here we're answering the question “oh, what's in it for me, what do you need from me, how much, what's the lift here?” So it's — that's it, your endorsement. “The financial breakdown for this opportunity: you earn $3 every single month for every enrolled member. If just a thousand members enroll, that's $3,000 in pure passive income per month.” I will say — I'll add in here, this is a caveat — if you have done the research and you know how many members they have, I thought it was really powerful during the previous slide where we said “at only a 10% enrollment rate.” So by showcasing that you understand the size of their association, the estimated number of members, and an incredibly low conversion rate with a substantial revenue on the other side of it — it makes it seem much more no-brainer and also shows that you did your research and that you're an informed, knowledgeable partner.

[33:42] So “your members get access to telehealth, financial wellness tools, cybersecurity for a fraction of traditional costs, and reply to this email and I'll walk you through a realistic revenue projection for your specific membership size.” If we don't have them by the third email, let's give them a fourth. So we've got a zero-friction angle — “zero risk, zero admin partnership.” Here, let me take a sip of water. Any questions so far, pop them in. We can talk about whatever you guys want to talk about.

[34:35] “Adding a new member benefit usually requires heavy administrative lifting and financial risk. You can bypass all of that with an Allutional partnership.” Okay, so this cuts straight to the chase. Most people don't want to do things that are hard. No matter how beneficial something is to a person — like, okay, maybe you're gonna win the lottery, but you gotta go buy a ticket. And before the lottery was on the internet, you had to go to a gas station and buy a ticket. And sometimes that lift versus reward was too much, right? So going to somebody and saying “oh yeah, we can get you $3,000 a month, we can get you $30,000 per month” — but what do I have to do? Who's gonna do it? Who's gonna be in charge of this? You don't want to do one more thing. Especially since the association — most of these are nonprofits — it's not going into a specific person's pocket. Taking on new work to benefit a group, an entity — yes, of course it'd be amazing if we could put $3,000 to $10,000 or $30,000 back in the coffers of this association. But am I willing to do more work for that? Coming right at it and saying “no, no, no, no, it's so easy. Very little for you to do, hear me out” — very strong.

[36:22] “This is not a vendor relationship. This is a revenue partnership designed to be completely frictionless for your organization.” Here we're saying you're not paying us for this opportunity. This is a partnership where you're endorsing us. “Here's why this is the easiest benefit you will ever roll out: zero cost to implement and zero financial risk for the association. No selling required from your staff — just a simple endorsement to your audience. We'll take care of that for you. Immediate financial return through our $3 per member revenue share model. Reply to this email to discuss how easily we can integrate this for your members.” Like honestly, we're verging on “this is too good to be true,” but we're addressing it in a very professional, no-razzle-dazzle, no-miracle-cure kind of presentation. But we are addressing the objections that are the most common before they even come up.

[37:26] And then we have our fifth breakup final-attempt email. So we're going to close the loop and leave a lasting impression of value. Subject: “Closing the Loop on the Allutional Partnership.” Psychologically with sales, “closing” is a really powerful word. People grab like “oh, I'm going to miss out, I'm going to lose this opportunity.” So “closing” is a strong word to start an email with. So “I'm closing the loop” — here we're not saying that the offer is closed, but we're echoing the word. Like, why are we using the word “closing?” We're closing the loop. So the offer's not off the table and we're gonna follow up again later, but I just wanna close the loop.

[38:07] “My outreach regarding a revenue partnership with NFIB [the association name]. I know priority shifts, but I want to leave you with a clear picture of what Allutional offers your organization and your members. To recap, the immediate value of this partnership: a steady, scalable, passive income stream paying $3 per enrolled member. A comprehensive benefit package that solves the healthcare cost crisis for your small business members. A completely turnkey system that requires zero administrative burden on your end. If you're open to exploring this revenue opportunity in the future, simply reply to this email.” So these are the three big sledgehammer-over-the-head reasons. Steady scalable income — non-dues revenue. Comprehensive benefit package for your members. So it benefits the association with the money, the members with the benefit, and a completely turnkey system that requires zero admin, zero lift for the association. So that's the strongest — “closing the loop,” summarizing it all up. It's recapping the messaging from the previous four emails, leaving the door open but saying, now the ball's in your court.

📌 Using AI to Replicate This for Any Association

[39:13] Vanessa: So this is completely replicable with AI. So what I'll do is I will share this slide deck in the members area. I will also share the prompts I used that got me here. So you can plug in any association, any group — National Association of Realtors, your local Chamber of Commerce, whatever direction you're going to take — all of the prompts. And it includes generating emails for you. I do recommend that you take the extra few steps to find the correct contact, personalize these emails. If you have a tool that will drip out an email or let you schedule the emails to go once daily for five days, I highly recommend doing that. If you're participating in the Small Batch System, of course these campaigns can be used for the Done For You campaign. You can make them a little more generalized and use them as batch cold email, absolutely no problem.

[40:14] Bethany: Hold on one second. I'm going to take a sip of water. While you get some water, Vanessa, I wanted to add real quick — the most important part of what Vanessa covered in those slides of different versions of emails is making sure that we do include the point that the association is going to need to make contact with their members. I think that was in one of her emails. We just want to make sure we'll provide them with the copy for the email for them to send out, but we do need their involvement on the front end to build that relationship. We don't do their marketing for them, but we do, as she said, require that they just reach out. We just want to make sure that we do include that in our email.

[40:44] Vanessa: Yep, I was leaning really heavily on the word “endorsement” to convey that, but you're absolutely right. Yeah, we do need — what you came up with was amazing, obviously, but I just wanted to make sure that everybody knows we do not want to leave that part out. That is very important. We don't want to misrepresent it and then they come on and then they're frustrated because they didn't realize what their workload was gonna be. It's not super duper heavy for them. We do most of it for them, but we have an association we've been struggling with right now that we've provided them with everything they need, but it is still their responsibility to distribute it to their members.

[41:22] Bethany: Right. True, true, true.

[41:39] Vanessa: All right, so Alita has feedback — thank you. “The email is excellent, no pressure, but impactful.” And that's what we're going for. Because this is not a sales approach, we're not asking for money. The traditional scarcity model, pressure model, isn't as effective or even necessary. We're literally giving away free money. And because of that — that it is basically giving away money — it does run the risk of “oh, is this too good to be true?” So by not acting desperate, pressure, scarcity, “do it now, do it now,” it takes away that risky feeling. Like, why do they want me to rush? Is something wrong with this? But no, this is calm and controlled. I can take my time, think about it, I can reach back out. It conveys that we are not worried about them doing their due diligence because we're not. This is absolutely legit. It will help the association make money. It will help the businesses take care of their employees and offer them these solutions to better their lives.

📌 Housekeeping — Agent Referrals, Members Area Navigation, and Call Schedule Updates

[43:01] Vanessa: All right, any questions? We've got some housekeeping updates, but we have got the Q&A open. So if anything pops up — Wendy wants to know, “Are we able to bring on field agents if we're not yet Platinum?” Yes. The way you bring on field agents — they are not sub-agents or field agents under you. You have the ability to sell the Small Business Advantage course as an affiliate. When someone buys the course through your link, they are connected to you as the referral agent, and you would earn $2 off their memberships. Let me see. I'm going to log into the Small Business Advantage members area and I'll show you where to find it. Businessadvantage.net. Login — no momento — is it a site? Let me know. You guys see the members area on my screen, yes? Excellent.

[44:07] Under the Small Business Advantage Training Course, on Module 2, “The Multitude of Ways to Earn” — click right here. Here we talk about recruiting. “All active agents can refer new agents and earn a $2 commission override on every enrolled member they generate.” Right here. We've got some FAQs, some details, etc., etc. When you click this button — “Register to Refer Agents, Earn Commissions on Their Enrolled Members” — when you click this button, you're going to get a confirmation page. “Ready to promote Small Business Advantage and refer new agents?” Right here. So now you need to register. Because you're logged into the members area, the site knows who you are. So by clicking that green button, it registers you automatically and it sets you up on the back end and it creates an affiliate link for you to sell the Small Business Advantage course, which ties any agent that you recruit back to you, right? So that is how you get set up, signed up, etc.

[45:16] You will be emailed your affiliate access information. Remember, this is separate and different than selling Allutional. You are selling the Small Business Advantage course to create a new agent, because the only way to be an agent is to be in this course. And then in that email also there is a ledger where you can track anyone who buys the course through your link. Just be sure that if you want to reach out after you get that email, come to getsupport.biz. We can talk to Bethany, make sure there is an automated process for making sure that they're connected. But absolutely, if you want to double-check everything and make sure that your referred agent is connected to you as the recruiting agent, we can absolutely go over that with you. Because we are making two different systems talk to each other — the agent system and the Allutional system.

[46:13] “I signed up on the affiliate page, but I didn't get any follow-up email.” Hey, please send me a ticket at getsupport.biz and I will get that for you. Let's see, Phyllis, I'll have to defer that question to Bethany on another day. We'll have to get that data for you, but I want you to know I'm not ignoring it. Let's see. All right. Any other questions? Where to find things in the members area? Once you get an association talking to you, what do you do?

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